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痴痴虎

痴痴虎

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2023-03-01

k

@财经女记者部落:蜜雪冰城、益禾堂又踩雷，瘋狂擴張下茶飲食安問題頻發

2022-12-15

k

@虎虎科技趣谈:OPPO推出“安第斯智能雲”，讓終端更智能

2022-07-27

k

@GPLP犀牛财经:【統計局：2022年1-6月份全國規模以上工業企業利潤增長1.0%】1—6月份，全國規模以上工業企業實現利潤總額42702.2億元，同比增長1.0%。1—6月份，規模以上工業企業中，國有控股企業實現利潤總額14894.5億元，同比增長10.2%；股份制企業實現利潤總額31977.9億元，增長6.7%；外商及港澳臺商投資企業實現利潤總額9814.1億元，下降13.9%；私營企業實現利潤總額11885.7億元，下降3.3%。（國家統計局）

2022-06-16

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2022-06-11

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Tesla officially announced that it is about to split its stock for the first time in two years, and it jumped by more than 2% after hours.

2022-06-11

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The U.S. CPI exploded again in May! Soaring energy and service costs are the main reason

2022-06-11

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Next week's Fed meeting hits, interest rate path is in focus

2022-06-11

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Ice and fire in Station B's financial report, revenue slows down and losses expand

2022-05-19

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@清扬君:若羽臣溢價溢價70.3倍增資樣美生物真的值嗎？

2022-01-06

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3B Home Q3 net sales of $1.88 billion, miss the market expectation

2022-01-02

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2021-12-28

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Go to Tiger App to see more news

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也在這天，微博話題#女生奶茶中喝出3個標籤後細菌感染#登上熱搜，起因爲有消費者購買益禾堂奶茶飲用時發現有3個標籤，次日醫生診斷爲細菌感染引起的急性腸炎。益禾堂就此對外迴應稱，對員工失誤出現的疏漏而致歉，與顧客溝通賠償、樣品向第三方檢測機構送檢，並對涉事員工及門店做出了停崗培訓和停業整頓等處理。 女生奶茶中喝出3個標籤後細菌感染 此外，湖南一顧客購買一杯茶顏悅色後，過了一會發現到手後奶茶少三分之一。相關話題也在2月28日登上熱搜第一。對此茶顏悅色迴應稱，剛做出來時上面是奶沫放久了會自己消掉，就會出現半杯的情況。 過去一年，這樣的問題也頻繁發生。2022年2月，就有爆料稱古茗一門店存在使用過期酸奶、腐爛水果的情況。隨後古茗方面迴應稱，已第一時間對該門店進行了關店、全面徹查，並對全國門店食品安全工作全面檢查，之後會加強技術手段提高電子巡查的頻次和非通知型到店巡查。 茶飲食安問題暴雷的重災區多爲採用加盟模式的品牌，門店數量多、擴張速度快是它們的共同特徵——益禾堂目前全國門店有超5600家；低價王者蜜雪冰城早在2022年便已達到超2萬家門店的規模，一年拓店6643家，速度遠超瑞幸，而古茗的門店數量也超過了6700家。 在黑貓投訴平臺上，目前蜜雪冰城累計投訴量爲4370件，是新茶飲品牌中被投訴最多的品牌。","images":[{"img":"https://static.tigerbbs.com/fd22ff92696048e88d8579c20d95d4f0"},{"img":"https://static.tigerbbs.com/ccc04d39cf8d465a83681315ef2c9f6f"},{"img":"https://static.tigerbbs.com/345428e7bb314c62b612406a9dbbd557"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624468504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921252114,"gmtCreate":1671071800138,"gmtModify":1676538485341,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921252114","repostId":"623360257","repostType":1,"repost":{"id":623360257,"gmtCreate":1671070408281,"gmtModify":1676538485247,"author":{"id":"4103503145857210","authorId":"4103503145857210","name":"虎虎科技趣谈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103503145857210","authorIdStr":"4103503145857210"},"themes":[],"title":"OPPO推出“安第斯智能雲”，讓終端更智能","htmlText":"2022年12月14日，中國，深圳——今日，在以“致善·三生萬物”爲主題的OPPO 2022年度未來科技大會（OPPO INNO DAY 2022）上，OPPO正式發佈安第斯智能雲（AndesBrain）。OPPO安第斯智能雲是服務個人、家庭和開發者的泛終端智能雲，致力於“讓終端更智能”。作爲OPPO三大核心技術之一，安第斯智能雲提供端雲協同的數據存儲與智能計算服務，是萬物互融的“數智大腦”。OPPO安第斯智能雲發佈OPPO數智工程事業部總裁劉海鋒表示：“安第斯是地球上最長的山脈，它所形成的天然屏障改變了周邊生態，表達了OPPO以強大的智能雲賦能終端、革新體驗的決心。”安第斯智能雲帶來三大體驗革新6大平臺能力、全球混合雲基礎設施,安第斯智能雲成爲終端新生產力用兩年多時間，OPPO完成了全球混合雲基礎設施建設、技術平臺打造與核心能力佈局：在應用（SaaS）層，提供包括智能推薦、智能交互，具身智能服務等解決方案，支持多端設備一致性體驗與多場景的應用與服務創新。在平臺（PaaS）層，構建了包括端雲數據存儲、端雲機器學習、端雲實時渲染、智能對話、硬件仿真與安全隱私等六大平臺能力。在基礎設施(IaaS)層，是全球混合雲基礎設施。2022年OPPO全球首個自建數據中心投產使用，位於東莞的OPPO智能雲（大灣區）數據中心創新性實施全鏈路減碳方案，實現100%綠電，整體零碳排；液冷單元PUE低至1.15；採用先進GPU訓練集羣和互聯架構，可支撐千億超大模型預訓練。OPPO智能雲（大灣區）數據中心重構存儲體驗,OPPO計劃推出無限雲相冊、隨心辦公空間有調研報告顯示，超過60%以上的受訪用戶希望擁有無限存儲空間。爲此，OPPO提供基於CubeFS的解決方案。CubeFS是由OPPO主導運營，CNCF（雲原生基金會）託管的國內首個開源雲原生分佈式存儲項目。CubeFS For Android作爲","listText":"2022年12月14日，中國，深圳——今日，在以“致善·三生萬物”爲主題的OPPO 2022年度未來科技大會（OPPO INNO DAY 2022）上，OPPO正式發佈安第斯智能雲（AndesBrain）。OPPO安第斯智能雲是服務個人、家庭和開發者的泛終端智能雲，致力於“讓終端更智能”。作爲OPPO三大核心技術之一，安第斯智能雲提供端雲協同的數據存儲與智能計算服務，是萬物互融的“數智大腦”。OPPO安第斯智能雲發佈OPPO數智工程事業部總裁劉海鋒表示：“安第斯是地球上最長的山脈，它所形成的天然屏障改變了周邊生態，表達了OPPO以強大的智能雲賦能終端、革新體驗的決心。”安第斯智能雲帶來三大體驗革新6大平臺能力、全球混合雲基礎設施,安第斯智能雲成爲終端新生產力用兩年多時間，OPPO完成了全球混合雲基礎設施建設、技術平臺打造與核心能力佈局：在應用（SaaS）層，提供包括智能推薦、智能交互，具身智能服務等解決方案，支持多端設備一致性體驗與多場景的應用與服務創新。在平臺（PaaS）層，構建了包括端雲數據存儲、端雲機器學習、端雲實時渲染、智能對話、硬件仿真與安全隱私等六大平臺能力。在基礎設施(IaaS)層，是全球混合雲基礎設施。2022年OPPO全球首個自建數據中心投產使用，位於東莞的OPPO智能雲（大灣區）數據中心創新性實施全鏈路減碳方案，實現100%綠電，整體零碳排；液冷單元PUE低至1.15；採用先進GPU訓練集羣和互聯架構，可支撐千億超大模型預訓練。OPPO智能雲（大灣區）數據中心重構存儲體驗,OPPO計劃推出無限雲相冊、隨心辦公空間有調研報告顯示，超過60%以上的受訪用戶希望擁有無限存儲空間。爲此，OPPO提供基於CubeFS的解決方案。CubeFS是由OPPO主導運營，CNCF（雲原生基金會）託管的國內首個開源雲原生分佈式存儲項目。CubeFS For Android作爲","text":"2022年12月14日，中國，深圳——今日，在以“致善·三生萬物”爲主題的OPPO 2022年度未來科技大會（OPPO INNO DAY 2022）上，OPPO正式發佈安第斯智能雲（AndesBrain）。OPPO安第斯智能雲是服務個人、家庭和開發者的泛終端智能雲，致力於“讓終端更智能”。作爲OPPO三大核心技術之一，安第斯智能雲提供端雲協同的數據存儲與智能計算服務，是萬物互融的“數智大腦”。OPPO安第斯智能雲發佈OPPO數智工程事業部總裁劉海鋒表示：“安第斯是地球上最長的山脈，它所形成的天然屏障改變了周邊生態，表達了OPPO以強大的智能雲賦能終端、革新體驗的決心。”安第斯智能雲帶來三大體驗革新6大平臺能力、全球混合雲基礎設施,安第斯智能雲成爲終端新生產力用兩年多時間，OPPO完成了全球混合雲基礎設施建設、技術平臺打造與核心能力佈局：在應用（SaaS）層，提供包括智能推薦、智能交互，具身智能服務等解決方案，支持多端設備一致性體驗與多場景的應用與服務創新。在平臺（PaaS）層，構建了包括端雲數據存儲、端雲機器學習、端雲實時渲染、智能對話、硬件仿真與安全隱私等六大平臺能力。在基礎設施(IaaS)層，是全球混合雲基礎設施。2022年OPPO全球首個自建數據中心投產使用，位於東莞的OPPO智能雲（大灣區）數據中心創新性實施全鏈路減碳方案，實現100%綠電，整體零碳排；液冷單元PUE低至1.15；採用先進GPU訓練集羣和互聯架構，可支撐千億超大模型預訓練。OPPO智能雲（大灣區）數據中心重構存儲體驗,OPPO計劃推出無限雲相冊、隨心辦公空間有調研報告顯示，超過60%以上的受訪用戶希望擁有無限存儲空間。爲此，OPPO提供基於CubeFS的解決方案。CubeFS是由OPPO主導運營，CNCF（雲原生基金會）託管的國內首個開源雲原生分佈式存儲項目。CubeFS For Android作爲","images":[{"img":"https://static.tigerbbs.com/d5b1347e91c53bd00ad7761c5695721a"},{"img":"https://static.tigerbbs.com/e51f2d140dd95a33f389a66e59f7a2e8"},{"img":"https://static.tigerbbs.com/b6cd5f5fd58c4fc3207176989b0e0c63"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623360257","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909488336,"gmtCreate":1658905190625,"gmtModify":1676536227190,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909488336","repostId":"682860032","repostType":1,"repost":{"id":682860032,"gmtCreate":1658903998831,"gmtModify":1676533383881,"author":{"id":"3488157435400312","authorId":"3488157435400312","name":"GPLP犀牛财经","avatar":"https://static.tigerbbs.com/14abc57b2bc335b01ce8f7df19813f91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488157435400312","authorIdStr":"3488157435400312"},"themes":[],"htmlText":"【統計局：2022年1-6月份全國規模以上工業企業利潤增長1.0%】1—6月份，全國規模以上工業企業實現利潤總額42702.2億元，同比增長1.0%。1—6月份，規模以上工業企業中，國有控股企業實現利潤總額14894.5億元，同比增長10.2%；股份制企業實現利潤總額31977.9億元，增長6.7%；外商及港澳臺商投資企業實現利潤總額9814.1億元，下降13.9%；私營企業實現利潤總額11885.7億元，下降3.3%。（國家統計局）","listText":"【統計局：2022年1-6月份全國規模以上工業企業利潤增長1.0%】1—6月份，全國規模以上工業企業實現利潤總額42702.2億元，同比增長1.0%。1—6月份，規模以上工業企業中，國有控股企業實現利潤總額14894.5億元，同比增長10.2%；股份制企業實現利潤總額31977.9億元，增長6.7%；外商及港澳臺商投資企業實現利潤總額9814.1億元，下降13.9%；私營企業實現利潤總額11885.7億元，下降3.3%。（國家統計局）","text":"【統計局：2022年1-6月份全國規模以上工業企業利潤增長1.0%】1—6月份，全國規模以上工業企業實現利潤總額42702.2億元，同比增長1.0%。1—6月份，規模以上工業企業中，國有控股企業實現利潤總額14894.5億元，同比增長10.2%；股份制企業實現利潤總額31977.9億元，增長6.7%；外商及港澳臺商投資企業實現利潤總額9814.1億元，下降13.9%；私營企業實現利潤總額11885.7億元，下降3.3%。（國家統計局）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/682860032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054691854,"gmtCreate":1655378308778,"gmtModify":1676535625999,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054691854","repostId":"9054608357","repostType":1,"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056015307,"gmtCreate":1654911337909,"gmtModify":1676535532345,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056015307","repostId":"2242002803","repostType":4,"repost":{"id":"2242002803","kind":"news","pubTimestamp":1654900980,"share":"https://ttm.financial/m/news/2242002803?lang=en_US&edition=fundamental","pubTime":"2022-06-11 06:43","market":"us","language":"zh","title":"Tesla officially announced that it is about to split its stock for the first time in two years, and it jumped by more than 2% after hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=2242002803","media":"华尔街见闻","summary":"美东时间6月10日周五美股盘后公布的递交监管方文件显示，特斯拉计划在8月2日的股东大会上讨论通过拆股的提议。文件称：“授权股票修正案的主要目的是推动以股票股息形式将我司普通股1股拆为3股。截至2022","content":"<p><html><head></head><body>Documents submitted to regulators released after the U.S. stock market closed on Friday, June 10, Eastern Time, showed that,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is planned to discuss the proposal to pass the stock split at the shareholders' meeting on August 2. Document says:</p><p>\"The main purpose of the authorized stock amendment is to promote the split of 1 share of our company's ordinary shares into 3 shares in the form of a stock Dividend. As of June 2, 2022, our company has a total of 1.036390569 billion ordinary shares in circulation, and the current authorized ordinary shares are 2 billion, which is enough to effectively hold shares. Our board of directors intends to approve the stock split, only pending shareholders' approval of the authorized stock amendment.\"</p><p>After announcing the specific stock split plan, Tesla's stock price, which closed down more than 3% on Friday, quickly turned higher after hours, with an after-hours increase of more than 2.5% at one point.</p><p><img src=\"https://static.tigerbbs.com/81a42d1ba83b82bf18182ab917c38cc7\" tg-width=\"831\" tg-height=\"502\" width=\"100%\" height=\"auto\"/></p><p>If the proposed stock split is passed, it will be Tesla's first stock split since August 30, 2020. Judging from the stock price reaction on Friday, the market clearly expects the shareholders' meeting to approve the stock split.</p><p>After the 1: 5 stock split in 2020, Tesla's stock price soared nearly 80% in five months. On March 28 this year, the day it first disclosed its planned shareholding, Tesla's stock price rose 8%.</p><p>Stock splits are often accompanied by rising stock prices. Recent stock splits by technology giants have also boosted related stock prices. For example, the 20-share split took effect at the beginning of this month<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, a week before the stock split took effect and the last week ending June 3, it rose by more than 6%. However, Tesla's stock split coincides with the Federal Reserve's vow to suppress the aggressive rate hike of high inflation, and technology stocks bear the brunt of the hit. Tesla's stock price may not be able to reap the dividends of the stock split as it did in the past.</p><p>This week, Amazon failed to withstand the prospect of aggressive rate hike from the Federal Reserve. On the day it was announced that the U.S. CPI growth rate exceeded expectations and hit a 40-year high, Amazon's stock price fell by more than 5% in one day this Friday, and fell by more than 10% throughout the week, ranking first among blue-chip technology stocks. Tesla fell nearly 1% this week, the relatively smallest decline.</p><p>Tesla also disclosed in documents on Friday that Larry Ellison, director of the company, will step down. Ellison decided this month not to continue as a director after his personal term expires at the time of the 2022 AGM.</p><p>Tesla's board of directors currently expects to reduce the number of board seats after Ellison's term expires, so it may not submit applications to select more than two board seats.</p><p></body></html></p>","source":"highlight_wallstreetcn","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>Tesla officially announced that it is about to split its stock for the first time in two years, and it jumped by more than 2% after hours.</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\">\nTesla officially announced that it is about to split its stock for the first time in two years, and it jumped by more than 2% after hours.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-06-11 06:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Documents submitted to regulators released after the U.S. stock market closed on Friday, June 10, Eastern Time, showed that,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is planned to discuss the proposal to pass the stock split at the shareholders' meeting on August 2. Document says:</p><p>\"The main purpose of the authorized stock amendment is to promote the split of 1 share of our company's ordinary shares into 3 shares in the form of a stock Dividend. As of June 2, 2022, our company has a total of 1.036390569 billion ordinary shares in circulation, and the current authorized ordinary shares are 2 billion, which is enough to effectively hold shares. Our board of directors intends to approve the stock split, only pending shareholders' approval of the authorized stock amendment.\"</p><p>After announcing the specific stock split plan, Tesla's stock price, which closed down more than 3% on Friday, quickly turned higher after hours, with an after-hours increase of more than 2.5% at one point.</p><p><img src=\"https://static.tigerbbs.com/81a42d1ba83b82bf18182ab917c38cc7\" tg-width=\"831\" tg-height=\"502\" width=\"100%\" height=\"auto\"/></p><p>If the proposed stock split is passed, it will be Tesla's first stock split since August 30, 2020. Judging from the stock price reaction on Friday, the market clearly expects the shareholders' meeting to approve the stock split.</p><p>After the 1: 5 stock split in 2020, Tesla's stock price soared nearly 80% in five months. On March 28 this year, the day it first disclosed its planned shareholding, Tesla's stock price rose 8%.</p><p>Stock splits are often accompanied by rising stock prices. Recent stock splits by technology giants have also boosted related stock prices. For example, the 20-share split took effect at the beginning of this month<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, a week before the stock split took effect and the last week ending June 3, it rose by more than 6%. However, Tesla's stock split coincides with the Federal Reserve's vow to suppress the aggressive rate hike of high inflation, and technology stocks bear the brunt of the hit. Tesla's stock price may not be able to reap the dividends of the stock split as it did in the past.</p><p>This week, Amazon failed to withstand the prospect of aggressive rate hike from the Federal Reserve. On the day it was announced that the U.S. CPI growth rate exceeded expectations and hit a 40-year high, Amazon's stock price fell by more than 5% in one day this Friday, and fell by more than 10% throughout the week, ranking first among blue-chip technology stocks. Tesla fell nearly 1% this week, the relatively smallest decline.</p><p>Tesla also disclosed in documents on Friday that Larry Ellison, director of the company, will step down. Ellison decided this month not to continue as a director after his personal term expires at the time of the 2022 AGM.</p><p>Tesla's board of directors currently expects to reduce the number of board seats after Ellison's term expires, so it may not submit applications to select more than two board seats.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3661693\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4511":"特斯拉概念","BK4555":"新能源车","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","TSLA":"特斯拉","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4099":"汽车制造商"},"source_url":"https://wallstreetcn.com/articles/3661693","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2242002803","content_text":"美东时间6月10日周五美股盘后公布的递交监管方文件显示，特斯拉计划在8月2日的股东大会上讨论通过拆股的提议。文件称：“授权股票修正案的主要目的是推动以股票股息形式将我司普通股1股拆为3股。截至2022年6月2日，我司共有流通普通股10.36390569亿股，目前的授权普通股为20亿，足以有效持股。我司董事会有意批准拆股，只待股东批准授权股票修正案。”公布具体拆股计划后，周五收跌逾3%的特斯拉股价盘后迅速转涨，盘后涨幅一度超过2.5%。若拆股提议获得通过，这将是特斯拉自2020年8月30以来首次拆股。从周五股价反应看，市场显然预计股东会批准此次拆股。2020年的1:5比例拆股后，特斯拉股价在五个月内大涨近80%。今年3月28日首次披露计划持股当天，特斯拉股价大涨8%。拆股往往伴随着股价上涨。科技巨头近期拆股也曾提振相关股价。比如本月初1股拆20股生效的亚马逊，在拆股生效前一周、截至6月3日的上周就累涨了6%以上。但特斯拉此次拆股正逢美联储誓要为打压高通胀激进加息，科技股首当其冲最受打击，特斯拉股价可能无法像过去那样吃到拆股的红利。本周，亚马逊就未能扛住美联储的激进加息前景的打击。在公布美国CPI增速超预期创四十年新高当天，本周五亚马逊股价一日跌超5%，全周累计跌超10%，在蓝筹科技股中跌幅居首。特斯拉本周跌近1%，跌幅在其中相对最小。本周五特斯拉还在文件中披露，该司董事Larry Ellison将卸任。Ellison本月决定，在2022年年度股东大会时，他的个人任期到期后，不再继续担任董事。特斯拉董事会目前预计，在Ellison任期届满后，将减少董事会席位，因此可能不会递交选出超过2个董事席位人选的申请。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056012731,"gmtCreate":1654911327123,"gmtModify":1676535532332,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056012731","repostId":"2242322868","repostType":4,"repost":{"id":"2242322868","kind":"news","pubTimestamp":1654905481,"share":"https://ttm.financial/m/news/2242322868?lang=en_US&edition=fundamental","pubTime":"2022-06-11 07:58","market":"us","language":"zh","title":"The U.S. CPI exploded again in May! Soaring energy and service costs are the main reason","url":"https://stock-news.laohu8.com/highlight/detail?id=2242322868","media":"智通财经","summary":"智通财经APP获悉，由于汽油价格触及纪录高位、以及服务成本进一步上升，美国5月消费者价格指数(CPI)加速上涨。周五，美国劳工统计局公布的数据显示，美国5月CPI同比上涨8.6%，较上个月的8.3%进","content":"<p><html><head></head><body>Zhitong Finance APP learned that the U.S. consumer price index (CPI) accelerated in May as gasoline prices hit record highs and service costs further rose.</p><p>On Friday, data released by the U.S. Bureau of Labor Statistics showed that the U.S. CPI rose by 8.6% year-on-year in May, further accelerating from 8.3% last month, hitting a new high since December 1981 and higher than market expectations of 8.3%; CPI rose 1% month-on-month in May, higher than market expectations of 0.7% and 0.3% last month. In addition, core CPI excluding food and energy increased by 0.6% month-on-month and 6.0% year-on-year, both higher than expected.</p><p>Energy costs have dominated the surge in the overall CPI, with the energy price index rising 34.6% year-on-year, the largest year-on-year increase since September 2005. According to data from the American Automobile Association (AAA), gasoline prices in the United States surged in May, with the average price reaching about $4.37 per gallon. It is worth mentioning that as of last Friday, gasoline prices continued to rise to around $5 per gallon levels.</p><p>The further acceleration of inflation in May was also driven by higher prices for other commodities such as food. Under the influence of factors such as the Russia-Ukraine conflict and supply chain disruptions, food prices have risen sharply; Additionally, services such as rentals, hotel accommodations, and air travel have high prices. Markets had hoped that consumers' shifting spending from goods to services would help curb inflation, but a tight labor market is pushing up wages, which in turn leads to higher service prices.</p><p>Rising inflation may force the Federal Reserve to continue its aggressive rate hike to curb inflation. The Federal Reserve has hinted that it will rate hike 50 basis points each at its June and July meetings, and may also rate hike 50 basis points at its September meeting.</p><p>Citigroup analyst Veronica Clark said that the month-on-month inflation data continues to be strong, and the Fed may more explicitly issue a rate hike of 50 basis points or more until the inflation data shows a convincing slowdown.</p><p></body></html></p>","source":"stock_zhitongcaijing","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 U.S. CPI exploded again in May! Soaring energy and service costs are the main reason</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 U.S. CPI exploded again in May! Soaring energy and service costs are the main reason\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-06-11 07:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Zhitong Finance APP learned that the U.S. consumer price index (CPI) accelerated in May as gasoline prices hit record highs and service costs further rose.</p><p>On Friday, data released by the U.S. Bureau of Labor Statistics showed that the U.S. CPI rose by 8.6% year-on-year in May, further accelerating from 8.3% last month, hitting a new high since December 1981 and higher than market expectations of 8.3%; CPI rose 1% month-on-month in May, higher than market expectations of 0.7% and 0.3% last month. In addition, core CPI excluding food and energy increased by 0.6% month-on-month and 6.0% year-on-year, both higher than expected.</p><p>Energy costs have dominated the surge in the overall CPI, with the energy price index rising 34.6% year-on-year, the largest year-on-year increase since September 2005. According to data from the American Automobile Association (AAA), gasoline prices in the United States surged in May, with the average price reaching about $4.37 per gallon. It is worth mentioning that as of last Friday, gasoline prices continued to rise to around $5 per gallon levels.</p><p>The further acceleration of inflation in May was also driven by higher prices for other commodities such as food. Under the influence of factors such as the Russia-Ukraine conflict and supply chain disruptions, food prices have risen sharply; Additionally, services such as rentals, hotel accommodations, and air travel have high prices. Markets had hoped that consumers' shifting spending from goods to services would help curb inflation, but a tight labor market is pushing up wages, which in turn leads to higher service prices.</p><p>Rising inflation may force the Federal Reserve to continue its aggressive rate hike to curb inflation. The Federal Reserve has hinted that it will rate hike 50 basis points each at its June and July meetings, and may also rate hike 50 basis points at its September meeting.</p><p>Citigroup analyst Veronica Clark said that the month-on-month inflation data continues to be strong, and the Fed may more explicitly issue a rate hike of 50 basis points or more until the inflation data shows a convincing slowdown.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/737275.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"159945":"能源","CPI":"IQ Real Return ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/737275.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242322868","content_text":"智通财经APP获悉，由于汽油价格触及纪录高位、以及服务成本进一步上升，美国5月消费者价格指数(CPI)加速上涨。周五，美国劳工统计局公布的数据显示，美国5月CPI同比上涨8.6%，较上个月的8.3%进一步加速，创1981年12月以来新高，高于市场预期的8.3%;5月CPI环比增长1%，高于市场预期的0.7%以及上个月的0.3%。此外，不包括食品和能源的核心CPI环比增长0.6%，同比增长6.0%，都高于预期。能源成本主导了整体CPI的飙升，能源价格指数同比上涨了34.6%，是自2005年9月以来最大的同比涨幅。根据美国汽车协会(AAA)的数据，美国5月份汽油价格大涨，平均价格达到每加仑4.37美元左右。值得一提的是，截至上周五，汽油价格继续上涨至每加仑5美元左右的水平。5月通胀进一步加速还受到食品等其他商品价格上涨的推动。在俄乌冲突及供应链中断等因素影响下，食品价格大幅上涨;此外，租金、酒店住宿和航空旅行等服务的价格也很高。市场曾希望，消费者将支出由商品转向服务有助于抑制通胀，但紧张的劳动力市场正在推高工资，进而导致服务价格上涨。通胀升温可能迫使美联储继续大幅度加息以遏制通胀。美联储已暗示将在6月和7月的会议上各加息50个基点，且有可能在9月会议上同样加息50个基点。花旗集团分析师Veronica Clark表示，通胀环比数据持续强劲，美联储可能将更明确地加息50个基点乃至更多，直到通胀数据出现令人信服的放缓。","news_type":1,"symbols_score_info":{"159945":1,"CPI":1}},"isVote":1,"tweetType":1,"viewCount":2535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056012480,"gmtCreate":1654911314740,"gmtModify":1676535532344,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056012480","repostId":"2242863322","repostType":4,"repost":{"id":"2242863322","kind":"news","pubTimestamp":1654907023,"share":"https://ttm.financial/m/news/2242863322?lang=en_US&edition=fundamental","pubTime":"2022-06-11 08:23","market":"us","language":"zh","title":"Next week's Fed meeting hits, interest rate path is in focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2242863322","media":"智通财经","summary":"美联储可能会继续采取鹰派立场来对抗通胀，利率预期将于2023年攀升至3%以上。美联储可能下周继续加息50个基点，并在7月延续相同的加息幅度，而在9月放缓至25个基点的幅度。2022年底的利率预期值为2","content":"<p><html><head></head><body>The Fed will likely continue to take a hawkish stance to fight inflation, with interest rates expected to climb above 3% in 2023.</p><p>The Fed may continue its rate hike of 50 basis points next week and continue the same rate hike in July, after slowing to 25 basis points in September. Interest rates are expected to be 2.6% at the end of 2022 and 3.1% in 2023. The benchmark policy rate currently ranges from 0.75% to 1%.</p><p>Zhitong Finance APP has reported that Federal Reserve Chairman Powell has been cautious to avoid disclosing how high interest rates will reach, which makes the bank's quarterly path forecast of interest rates the focus of investors' attention. The Federal Reserve will issue a statement and the latest economic forecast results in the early hours of next Thursday morning.</p><p><img src=\"https://static.tigerbbs.com/ca7a2fb4c85c0247018fcaf79ff5f9cd\" tg-width=\"639\" tg-height=\"455\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Not only have investors priced in the 50 basis point rate hike margin that Powell has hinted at many times, they also expect a similar-sized rate hike in September and further rate hike in November and December, but economists expect the Fed to set a less aggressive path for interest rates than the market expected.</p><p>Powell is trying to steer the economy towards a \"soft landing\", and economists' forecasts almost match the Fed's interest rate path forecast. The policy's interest rate target range peaks at 2.75% in December and 3% by the end of 2023. Rates peaked at 3.25% during monetary tightening. Economist Anna Wang expects the interest rate path to become more hawkish, with the median rate of 3% in 2023 continuing into 2024, which will be lower than the current terminal rate of 3.5% implied in the euro.</p><p><img src=\"https://static.tigerbbs.com/7b2a2a7b398bba4d59e7c9d588d4eba8\" tg-width=\"630\" tg-height=\"425\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Fed is also likely to raise its forecast for price increases due to the persistence of inflation: inflation is expected to grow at 4.9% in 2022, 2.8% in 2023, and 2.3% in 2024. Once the long-term expected target was 2%.</p><p>At the same time, the Federal Reserve predicts that the unemployment rate in 2023 and 2024 will be higher than this year's forecast of 3.5%, and the unemployment rate in May this year was 3.6%.</p><p>Jonathan Millar, an economist at Barclays, said that the rate hike is unabated and the real estate industry is showing weakness. It is expected that U.S. GDP growth will slow down in 2023 and the unemployment rate will further rise next year.</p><p><img src=\"https://static.tigerbbs.com/306edc74e3f49f27800739a4105ee32e\" tg-width=\"632\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Federal Reserve plans to liquidate maturing securities starting this month, and the Fed is gradually shrinking its balance sheet with a growth target of $1.1 trillion. Economists expect the balance sheet to shrink to $8.4 trillion by year-end and $6.7 trillion by December 2024.</p><p>The Fed is understood to resort to outright sales of mortgage-backed securities, consistent with their preference to hold only Treasury Bond for a longer period of time. The market has different views on the timing of the sale, and most of them believe that it will start next year.</p><p><img src=\"https://static.tigerbbs.com/57b353a899af904153eed44b8e30bebc\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Economists have different expectations for the U.S. economic outlook. 31% believe that a recession will occur in the next two years, 21% believe that there may be zero or negative growth for a period of time, and the rest hope that the Federal Reserve can achieve a \"soft landing\" of the economy.</p><p>Philip Marey, senior U.S. strategist at Rabobank, said that a \"soft landing\" of the U.S. economy will be difficult to achieve because the impact of rate hike has a certain lag.</p><p>Most economists expect the Fed to stop tightening altogether when inflation falls to around 2%. Another view is that rate hike will stop when the core inflation rate (excluding volatile food and energy) drops to around 2.6%.</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Next week's Fed meeting hits, interest rate path is in focus</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\">\nNext week's Fed meeting hits, interest rate path is in focus\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-06-11 08:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Fed will likely continue to take a hawkish stance to fight inflation, with interest rates expected to climb above 3% in 2023.</p><p>The Fed may continue its rate hike of 50 basis points next week and continue the same rate hike in July, after slowing to 25 basis points in September. Interest rates are expected to be 2.6% at the end of 2022 and 3.1% in 2023. The benchmark policy rate currently ranges from 0.75% to 1%.</p><p>Zhitong Finance APP has reported that Federal Reserve Chairman Powell has been cautious to avoid disclosing how high interest rates will reach, which makes the bank's quarterly path forecast of interest rates the focus of investors' attention. The Federal Reserve will issue a statement and the latest economic forecast results in the early hours of next Thursday morning.</p><p><img src=\"https://static.tigerbbs.com/ca7a2fb4c85c0247018fcaf79ff5f9cd\" tg-width=\"639\" tg-height=\"455\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Not only have investors priced in the 50 basis point rate hike margin that Powell has hinted at many times, they also expect a similar-sized rate hike in September and further rate hike in November and December, but economists expect the Fed to set a less aggressive path for interest rates than the market expected.</p><p>Powell is trying to steer the economy towards a \"soft landing\", and economists' forecasts almost match the Fed's interest rate path forecast. The policy's interest rate target range peaks at 2.75% in December and 3% by the end of 2023. Rates peaked at 3.25% during monetary tightening. Economist Anna Wang expects the interest rate path to become more hawkish, with the median rate of 3% in 2023 continuing into 2024, which will be lower than the current terminal rate of 3.5% implied in the euro.</p><p><img src=\"https://static.tigerbbs.com/7b2a2a7b398bba4d59e7c9d588d4eba8\" tg-width=\"630\" tg-height=\"425\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Fed is also likely to raise its forecast for price increases due to the persistence of inflation: inflation is expected to grow at 4.9% in 2022, 2.8% in 2023, and 2.3% in 2024. Once the long-term expected target was 2%.</p><p>At the same time, the Federal Reserve predicts that the unemployment rate in 2023 and 2024 will be higher than this year's forecast of 3.5%, and the unemployment rate in May this year was 3.6%.</p><p>Jonathan Millar, an economist at Barclays, said that the rate hike is unabated and the real estate industry is showing weakness. It is expected that U.S. GDP growth will slow down in 2023 and the unemployment rate will further rise next year.</p><p><img src=\"https://static.tigerbbs.com/306edc74e3f49f27800739a4105ee32e\" tg-width=\"632\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Federal Reserve plans to liquidate maturing securities starting this month, and the Fed is gradually shrinking its balance sheet with a growth target of $1.1 trillion. Economists expect the balance sheet to shrink to $8.4 trillion by year-end and $6.7 trillion by December 2024.</p><p>The Fed is understood to resort to outright sales of mortgage-backed securities, consistent with their preference to hold only Treasury Bond for a longer period of time. The market has different views on the timing of the sale, and most of them believe that it will start next year.</p><p><img src=\"https://static.tigerbbs.com/57b353a899af904153eed44b8e30bebc\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Economists have different expectations for the U.S. economic outlook. 31% believe that a recession will occur in the next two years, 21% believe that there may be zero or negative growth for a period of time, and the rest hope that the Federal Reserve can achieve a \"soft landing\" of the economy.</p><p>Philip Marey, senior U.S. strategist at Rabobank, said that a \"soft landing\" of the U.S. economy will be difficult to achieve because the impact of rate hike has a certain lag.</p><p>Most economists expect the Fed to stop tightening altogether when inflation falls to around 2%. Another view is that rate hike will stop when the core inflation rate (excluding volatile food and energy) drops to around 2.6%.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/737269.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4534":"瑞士信贷持仓","DXD":"两倍做空道琼30指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares",".SPX":"S&P 500 Index","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","DOG":"道指ETF-ProShares做空","SDS":"两倍做空标普500 ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","OEX":"标普100","IVV":"标普500ETF-iShares","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","DJX":"1/100道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/737269.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242863322","content_text":"美联储可能会继续采取鹰派立场来对抗通胀，利率预期将于2023年攀升至3%以上。美联储可能下周继续加息50个基点，并在7月延续相同的加息幅度，而在9月放缓至25个基点的幅度。2022年底的利率预期值为2.6%，2023年为3.1%。目前基准政策利率的范围为0.75%至1%。智通财经APP曾报道，美联储主席鲍威尔一直谨慎地避免透露利率将达到多高，这使得该行对利率的季度路径预测成为投资者关注的焦点。美联储将于下周四凌晨发表声明和最新经济预测结果。投资者不仅对鲍威尔多次暗示的50个基点加息幅度进行了定价，他们还预计9月会有类似规模的加息，并且会在11月和12月进一步加息，但经济学家预计美联储制定的利率路径没有市场预期的那么激进。鲍威尔正试图将经济引向“软着陆”，经济学家们的预测与美联储利率路径预测几乎吻合，政策的利率目标区间峰值为在12月达到2.75%，在2023年底达到3%，在货币紧缩期间的利率峰值达到3.25%。经济学家Anna Wang预计利率路径将变得更加鹰派，2023年的中位数利率3%将持续到2024年，这将低于目前欧元隐含的3.5%的终端利率。美联储还可能会因通胀的持久性提高对物价上涨的预测：2022年通胀的增长预期为4.9%，2023年为2.8%，2024年为2.3%。曾经的长期预期目标为2%。同时，美联储预测2023年和2024年的失业率将高于今年3.5%的预测值，今年5月份的失业率为3.6%。巴克莱经济学家Jonathan Millar表示，加息热度不减，房地产行业尽显疲软，预计2023年美国GDP增长将放缓，明年的失业率将进一步拉升。美联储计划从本月开始对到期证券进行清算，美联储正在以1.1万亿美元的增速目标逐步缩减资产负债表。经济学家预计，到年底资产负债表将缩减至8.4万亿美元，2024年12月将降至6.7万亿美元。据了解，美联储将诉诸于直接出售抵押贷款支持的证券，这与他们较长时间内只持有国债的偏好一致。市场对出售时间均持有不同看法，大部分观点认为将于明年开始。经济学家们对美国经济前景抱有不同的预期，31%的人认为衰退将在未来两年内出现，21%的人认为一段时间内可能出现零增长或负增长，其余的人则希望美联储能实现经济“软着陆”。荷兰合作银行高级美国策略师Philip Marey称，美国经济“软着陆”将很难实现，因为加息所带来的影响具有一定的滞后性。大多数经济学家预计，美联储将在通胀率降至2%左右时完全停止紧缩政策。另一部分观点认为在核心通胀率(不包括波动较大的食品和能源)降至2.6%左右时，加息就会停止。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"MNQmain":0.6,"SDS":0.6,"UPRO":0.6,"IVV":0.6,"SPY":1,"SPXU":0.6,"SQQQ":0.6,"SDOW":0.6,"QID":0.6,"OEX":0.6,"QQQ":0.6,"TQQQ":0.6,".SPX":0.6,"SH":0.6,"QLD":0.6,"UDOW":0.6,"ESmain":0.6,"PSQ":0.6,"DXD":0.6,"SSO":0.6,"OEF":0.6,"DJX":0.6,".IXIC":1,"DOG":0.6,"NQmain":0.6,"DDM":0.6}},"isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056012837,"gmtCreate":1654911304229,"gmtModify":1676535532318,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056012837","repostId":"2242583425","repostType":4,"repost":{"id":"2242583425","kind":"news","pubTimestamp":1654909625,"share":"https://ttm.financial/m/news/2242583425?lang=en_US&edition=fundamental","pubTime":"2022-06-11 09:07","market":"us","language":"zh","title":"Ice and fire in Station B's financial report, revenue slows down and losses expand","url":"https://stock-news.laohu8.com/highlight/detail?id=2242583425","media":"雷达财经","summary":"提出盈利目标后，B站的亏损反而扩大了。6月9日，B站发布2022年第一季度财报。财报显示，B站一季度营收达50.54亿元，同比增长30%；净亏损22.82亿元，同比扩大超150%；调整后净亏损16.5","content":"<p><html><head></head><body>After proposing the profit target, Station B's losses expanded.</p><p>On June 9, Station B released its financial report for the first quarter of 2022. The financial report shows that Station B's revenue in the first quarter reached 5.054 billion yuan, a year-on-year increase of 30%; The net loss was 2.282 billion yuan, an increase of more than 150% year-on-year; The adjusted net loss was 1.65 billion yuan, an increase of more than 85% year-on-year.</p><p>From the perspective of revenue growth rate, Station B is getting slower and slower, and the growth rate in the first quarter is far lower than the 61% growth rate in 2021. At the same time, the loss of Station B is still serious, with a net loss of 2.282 billion yuan exceeding market expectations of 1.833 billion yuan. This also makes it more difficult for the company to achieve the short-term goal of \"narrowing the Non-GAAP operating loss rate year-on-year from 2022\".</p><p>On the bright side, the number of users of Station B continues to grow. In the first quarter, the average monthly active users of Station B increased by 31% year-on-year to 294 million; The average monthly active users of mobile terminals increased by 33% year-on-year to 276 million.</p><p>Chen Rui, chairman and CEO of Station B, once said that before 2023, the number of monthly active users of Station B can reach 400 million. According to the current growth rate, Station B is getting closer and closer to the goal of 400 million users. However, how to make users have quality growth, such as outputting high-quality content to improve user stickiness and increase user intention to pay, is the direction that the company needs to continue to work hard.</p><p>In addition, Station B has a long way to go to relieve the market's concerns about its profitability. So far, the company has not been able to come up with a strong commercialization plan.</p><p><b>Rapid revenue growth becomes more difficult</b></p><p>Compared with historical data, Station B is becoming slower and slower.</p><p><a href=\"https://laohu8.com/S/300033\">Straight flush</a>iFinD data shows that from 2016 to 2020, the revenue growth rates of Station B were 299.49%, 371.7%, 67.27%, 64.16% and 77.03% respectively. In 2021, the total revenue of Station B will be 19.384 billion yuan, a year-on-year growth rate of 61.54%, the lowest level in the past six years.</p><p>Entering 2021, in the first half of the year, the epidemic situation in Shanghai and other places in China continued to repeat, and the advertising and e-commerce businesses, including the Internet industry, were affected to varying degrees.</p><p>Station B, whose base camp is located in Shanghai, was also affected. If we look at the quarter-on-quarter comparison, Station B's revenue in the first quarter was 5.054 billion yuan, a decrease of 12.57% from the previous quarter's revenue of 5.781 billion yuan.</p><p>\"We started on March 14th, and more than 8,000 employees in Shanghai started working from home. Only this week began to gradually resume commuting in the company, and all employees will not officially return to work in the company until June 13th, which is equivalent to a full 3 months of home office.\" On the earnings conference call on the evening of June 9th, Chen Rui introduced that the epidemic has an impact on the short-term business of bilibili, such as advertising and e-commerce.</p><p>According to the financial report, in the first quarter, Station B's advertising business revenue was 1.041 billion yuan, a year-on-year increase of 46%, and a decrease of 34.44% from the previous quarter's 1.588 billion yuan. In the current period, games, beauty and skin care, 3C digital, automobiles and food and beverage are its top five advertiser industries.</p><p>Chen Rui said that in the first half of the year, Shanghai and other places were at home or in a static state. In this case, the demand of advertisers for advertising has weakened, and may even be delayed in some places. He judged that the entire advertising industry should be greatly affected in the first quarter, especially in the second quarter.</p><p>In fact, the advertising market, which is sensitive to the macro economy, generally declined in the first half of the year. According to data from the National Bureau of Statistics, in April, the total retail sales of consumer goods were 2.95 trillion yuan, down 11.1% year-on-year. Specific to the company, the first quarter<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Advertising revenue was 1.337 billion yuan, a year-on-year decrease of 30%;<a href=\"https://laohu8.com/S/00700\">Tencent</a>Online advertising revenue fell 18% year-on-year to 18 billion yuan.</p><p>In addition to advertising, the growth rate of Station B's e-commerce business has also slowed down significantly due to logistics obstructions under the epidemic lockdown.</p><p>In the first quarter of 2021, Station B's e-commerce and other business revenue was 603 million yuan, a year-on-year increase of 16% and a month-on-month decrease of 39.87%. Behind it are e-commerce logistics problems caused by the epidemic. Chen Rui believes that the impact will continue into the second quarter. With the gradual recovery of logistics in June, e-commerce transaction volume continues to rise.</p><p>Other revenue segments of Station B include value-added services and game business, of which value-added services account for the majority of total revenue. From surpassing the game business in the fourth quarter of 2020 to the first quarter of 2022, the revenue share of value-added services at station B has increased from 33% to 41%, always ranking first.</p><p>Specifically, the value-added services of Station B mainly include big members, live broadcasts and other services. In the first quarter of this year, the business income of this part was 2.052 billion yuan, an increase of 37% over the same period last year. Judging from the financial report, the growth of value-added service revenue is mainly due to live broadcasts and active paid members.</p><p>In the first quarter, the number of active anchors at Station B increased by 88% year-on-year, and the average monthly paying users of the live broadcast business increased by 60% year-on-year. At the same time, the average monthly paying users reached 27.2 million, a year-on-year increase of 33%; The user payment rate reached a new high, reaching 9.3%.</p><p>Content is the only magic weapon to attract users, so bilibili has invested heavily. Recently, a number of variety shows such as \"90 Dating Agency 2022\", \"Crazy Artist\", and \"Bring Friends to Love Express\" have been launched, and retro old dramas such as \"Romance of the Three Kingdoms\" and \"The Swordsman\" have also been launched.</p><p>The game business was once the \"thigh\" of Station B. The growth rate in the latest quarter was only 16%, and the revenue scale was 1.357 billion yuan. According to the management, Station B recently acquired a studio, three games have been approved, and some other games are in the late approval stage.</p><p>According to the analysis of Dolphin Investment Research, the game version number will restart in April this year, and the cold winter of the industry is expected to fade away. However, for Station B, the current revenue contribution of self-developed games is very small, and it is difficult to see its own explosions appear in the short term. The revenue depends on the prosperity of the overall industry.</p><p>The financial report shows that among the revenue troika of Station B, except for value-added services, which are still in a stage of rapid growth, the growth rate of other businesses is not as good as before due to various factors. The slowdown in growth is by no means good news for Bilibili, which is still losing money.</p><p><b>Still \"burning money\"</b></p><p>For a long time, losses have always been a long-standing problem for Station B.</p><p>Financial data shows that from 2015 to 2021, the net losses of station B will be 569 million yuan, 1.185 billion yuan, 572 million yuan, 616 million yuan, 1.289 billion yuan, 3.012 billion yuan, and 6.789 billion yuan respectively. In 7 years, the company's total net loss reached 14.032 billion yuan.</p><p>After the financial report in the fourth quarter of last year, Station B proposed a strategy of reducing costs and increasing efficiency, \"controlling all the money that should not be spent, and at the same time improving the efficiency of the money that should be spent.\"</p><p>Fan Xin, CFO of Station B, once said that the proportion of the company's marketing expenses in revenue will begin to decline in 2022, and the non-GAAP operating loss rate will narrow year by year from 2022. By improving commercialization efficiency, increasing single MAU revenue, and controlling operating expenses, it is expected to achieve breakeven under non-GAAP by 2024.</p><p>However, judging from the latest performance, Station B is gradually drifting away from breakeven. According to the financial report, the net loss for the quarter was 2.284 billion yuan, compared with 905 million yuan in the same period in 2021; The adjusted net loss was 1.655 billion yuan, compared with 891 million yuan in the same period in 2021.</p><p>At this performance meeting, Chen Rui once again reiterated that the profit target for 2024 will not change. He added that the pressure on gross profit this quarter was mainly due to the epidemic. \"Revenue growth has slowed down, so it highlights the pressure on gross profit. But if you look at the data, you will find that we are not spending more than before.\"</p><p>According to the financial report, the gross profit margin of Station B in the first quarter of this year was 16%, and the gross profit margin from the first to fourth quarters of 2021 was 24%, 22%, 19.6% and 19% respectively.</p><p>Among the company's four segments, advertising and games are the businesses with the highest gross profit margins, but the growth rate of these two businesses has slowed down month-on-month, weakening the company's gross profit level.</p><p>In terms of cost, in the first quarter of 2022, the operating cost of Station B was as high as 4.247 billion yuan, an increase of 43% over the same period in 2021. Among them, the revenue sharing cost (an important part of operating cost) was 2.146 billion yuan, a year-on-year increase of 53%. Operating expenses were 2.7991 billion yuan, an increase of 42% over the same period in 2021.</p><p>The growth rate of costs and expenses is much higher than the growth rate of revenue, eroding the company's profits.</p><p>In terms of split, sales and marketing expenses in the quarter were 1.254 billion yuan, an increase of 25% over the same period last year, mainly due to the increase in brand expenses and sales and sales staff expenses; General and administrative expenses were 535 million yuan, a year-on-year increase of 38%; R&D expenses were 1.009 billion yuan, a year-on-year increase of 74%. This increase was mainly due to the increase in R&D personnel and equity incentive expenses.</p><p>\"Some achievements have been made in reducing costs and increasing efficiency in the first quarter. Affected by the epidemic in the second quarter, some measures will not be reflected until several months later.\" Fan Xin said that under the premise of completing user growth, marketing expenses will decrease in the first quarter. 26%, accounting for 25% of overall revenue from 30% in the fourth quarter of last year to 25% in the first quarter.</p><p>The measures Fan Xin refers to here may be the company's frequent rumors of layoffs in the second quarter.</p><p>Recently, a 46-minute meeting recording of internal employees of Station B has been circulated on the Internet, involving \"reasonable and formal\" layoffs and \"cleaning\" employees, thereby reducing costs, increasing efficiency, and controlling costs.</p><p>In addition, according to Caixin news, a number of Bilibili employees confirmed that Bilibili has started a round of layoffs since mid-May, mainly focusing on games, live broadcasts and commercial businesses. According to two employees who resigned during this round of layoffs, according to the estimation of the number of employees leaving the department, the layoff ratio of the optimized business department is about 20%, while the main station of Station B, which is responsible for user growth, is less affected.</p><p>In response to the news, Station B told the media that the rumors of layoffs are untrue, and there have been some business adjustments recently, so there are no large-scale layoffs along with personnel adjustments.</p><p>In addition, in March of this year, it was revealed that the creative incentive rules of Bilibili's Up owners had changed. Many Up owners reported that the incentives they received had shrunk significantly, or even cut in half. The outside world regarded this as a move by Bilibili to control costs.</p><p>Considering that Shanghai is still under global lockdown in April and May, the advertising and e-commerce of Station B will continue to be affected, and the market expects that Station B's losses may further expand in the next second quarter.</p><p>Perhaps affected by this bad news, on June 10, the Hong Kong stock market of Station B opened down about 14%, and the closing decline narrowed to 5.76%, with a market value of about 85 billion Hong Kong dollars.</p><p><b>\"Imitation\"<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Can it succeed?</b></p><p>The only bright spot of Station B's financial report is the growth of its user scale.</p><p>According to the financial report, in the first quarter of 2022, the average monthly active users of Station B were 294 million, and the monthly active users of the mobile terminal were 277 million, an increase of 31% and 33% respectively compared with the same period in 2021. The average daily active users reached 79.4 million, a year-on-year increase of 32%, and the average daily usage time of users was as long as 95 minutes, a record high.</p><p>The indicators of user activity also performed well. For example, the average monthly interaction volume of the platform has increased by 87%. The average number of active UP owners per month reached 3.8 million, a year-on-year increase of 75%; The average monthly submission volume reached 12.6 million, a year-on-year increase of 63%.</p><p>In addition, as of the end of the first quarter, the number of \"big members\" at Station B was 20.1 million, a year-on-year increase of 25%, of which nearly 80% were annual big members or automatic renewal members, reflecting the stickiness of community content.</p><p>With nearly 300 million monthly active users, how can bilibili create more commercialization opportunities?</p><p>Taking stock of the new actions of Station B in the past six months, the management regards Story-Mode equipped with vertical screen short video content as the next growth focus, hoping to improve the efficiency of advertising monetization.</p><p>Story-Mode has actually been online since the end of 2020. Some users can click on the user avatar in the upper left corner of the APP to jump to the short video waterfall stream and swipe up and down to switch, similar to the modes of Douyin and Kuaishou.</p><p>However, the outside world questioned that Station B's move was \"Douyin\", and the old users on the station did not buy it. Some senior users complained about it day by day, and there were also a large number of submissions on the station that taught people to turn off the vertical screen mode.</p><p>\"Da Sima\", a senior user of station B, does not accept the \"Douyinization\" of station B. \"Our old users have become accustomed to the platform attributes of stationmaster videos of station B. When short videos like Douyin are launched, station B will gradually Losing one's own personality may even shake the mind that has been established in users for a long time.\"</p><p>But the management doesn't think so. In the earnings conference call in the fourth quarter of last year, Chen Rui repeatedly mentioned Story Mode, saying that the daily active user penetration rate of this feature has exceeded 20%, and the proportion of user likes has reached 30%, indicating that users accept and like this feature.</p><p>According to Jiemian News, starting this year, Station B has increased the recommendation of vertical screen videos in the homepage information flow. There are about 3 to 4 vertical screen videos out of every 10 videos. In April, Bilibili launched the Story Mode vertical screen advertising product. Bilibili said that compared with graphic advertisements, vertical screen advertisements have a stronger sense of immersion and better conversion efficiency.</p><p>In the first quarter earnings conference call that just passed, Story Mode was highlighted by Chen Rui again. The Story Mode mode has brought pure increment to Station B. At present, the proportion of broadcast volume has exceeded 20%, expanding new users. consumption time and scenarios.</p><p>For Station B, which urgently needs to improve commercial monetization efficiency, Story Mode can indeed play a role in increasing user stickiness and improving advertising efficiency. But the current situation is that in the face of the near-saturated penetration rate of Doukuai and video accounts, there is not much market space left for Bilibili in the short video field, which may mean that it is difficult for Story Mode to become the leading role of Bilibili.</p><p></body></html></p>","source":"lsy1575359225748","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>Ice and fire in Station B's financial report, revenue slows down and losses expand</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\">\nIce and fire in Station B's financial report, revenue slows down and losses expand\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">雷达财经</strong><span class=\"h-time small\">2022-06-11 09:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After proposing the profit target, Station B's losses expanded.</p><p>On June 9, Station B released its financial report for the first quarter of 2022. The financial report shows that Station B's revenue in the first quarter reached 5.054 billion yuan, a year-on-year increase of 30%; The net loss was 2.282 billion yuan, an increase of more than 150% year-on-year; The adjusted net loss was 1.65 billion yuan, an increase of more than 85% year-on-year.</p><p>From the perspective of revenue growth rate, Station B is getting slower and slower, and the growth rate in the first quarter is far lower than the 61% growth rate in 2021. At the same time, the loss of Station B is still serious, with a net loss of 2.282 billion yuan exceeding market expectations of 1.833 billion yuan. This also makes it more difficult for the company to achieve the short-term goal of \"narrowing the Non-GAAP operating loss rate year-on-year from 2022\".</p><p>On the bright side, the number of users of Station B continues to grow. In the first quarter, the average monthly active users of Station B increased by 31% year-on-year to 294 million; The average monthly active users of mobile terminals increased by 33% year-on-year to 276 million.</p><p>Chen Rui, chairman and CEO of Station B, once said that before 2023, the number of monthly active users of Station B can reach 400 million. According to the current growth rate, Station B is getting closer and closer to the goal of 400 million users. However, how to make users have quality growth, such as outputting high-quality content to improve user stickiness and increase user intention to pay, is the direction that the company needs to continue to work hard.</p><p>In addition, Station B has a long way to go to relieve the market's concerns about its profitability. So far, the company has not been able to come up with a strong commercialization plan.</p><p><b>Rapid revenue growth becomes more difficult</b></p><p>Compared with historical data, Station B is becoming slower and slower.</p><p><a href=\"https://laohu8.com/S/300033\">Straight flush</a>iFinD data shows that from 2016 to 2020, the revenue growth rates of Station B were 299.49%, 371.7%, 67.27%, 64.16% and 77.03% respectively. In 2021, the total revenue of Station B will be 19.384 billion yuan, a year-on-year growth rate of 61.54%, the lowest level in the past six years.</p><p>Entering 2021, in the first half of the year, the epidemic situation in Shanghai and other places in China continued to repeat, and the advertising and e-commerce businesses, including the Internet industry, were affected to varying degrees.</p><p>Station B, whose base camp is located in Shanghai, was also affected. If we look at the quarter-on-quarter comparison, Station B's revenue in the first quarter was 5.054 billion yuan, a decrease of 12.57% from the previous quarter's revenue of 5.781 billion yuan.</p><p>\"We started on March 14th, and more than 8,000 employees in Shanghai started working from home. Only this week began to gradually resume commuting in the company, and all employees will not officially return to work in the company until June 13th, which is equivalent to a full 3 months of home office.\" On the earnings conference call on the evening of June 9th, Chen Rui introduced that the epidemic has an impact on the short-term business of bilibili, such as advertising and e-commerce.</p><p>According to the financial report, in the first quarter, Station B's advertising business revenue was 1.041 billion yuan, a year-on-year increase of 46%, and a decrease of 34.44% from the previous quarter's 1.588 billion yuan. In the current period, games, beauty and skin care, 3C digital, automobiles and food and beverage are its top five advertiser industries.</p><p>Chen Rui said that in the first half of the year, Shanghai and other places were at home or in a static state. In this case, the demand of advertisers for advertising has weakened, and may even be delayed in some places. He judged that the entire advertising industry should be greatly affected in the first quarter, especially in the second quarter.</p><p>In fact, the advertising market, which is sensitive to the macro economy, generally declined in the first half of the year. According to data from the National Bureau of Statistics, in April, the total retail sales of consumer goods were 2.95 trillion yuan, down 11.1% year-on-year. Specific to the company, the first quarter<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Advertising revenue was 1.337 billion yuan, a year-on-year decrease of 30%;<a href=\"https://laohu8.com/S/00700\">Tencent</a>Online advertising revenue fell 18% year-on-year to 18 billion yuan.</p><p>In addition to advertising, the growth rate of Station B's e-commerce business has also slowed down significantly due to logistics obstructions under the epidemic lockdown.</p><p>In the first quarter of 2021, Station B's e-commerce and other business revenue was 603 million yuan, a year-on-year increase of 16% and a month-on-month decrease of 39.87%. Behind it are e-commerce logistics problems caused by the epidemic. Chen Rui believes that the impact will continue into the second quarter. With the gradual recovery of logistics in June, e-commerce transaction volume continues to rise.</p><p>Other revenue segments of Station B include value-added services and game business, of which value-added services account for the majority of total revenue. From surpassing the game business in the fourth quarter of 2020 to the first quarter of 2022, the revenue share of value-added services at station B has increased from 33% to 41%, always ranking first.</p><p>Specifically, the value-added services of Station B mainly include big members, live broadcasts and other services. In the first quarter of this year, the business income of this part was 2.052 billion yuan, an increase of 37% over the same period last year. Judging from the financial report, the growth of value-added service revenue is mainly due to live broadcasts and active paid members.</p><p>In the first quarter, the number of active anchors at Station B increased by 88% year-on-year, and the average monthly paying users of the live broadcast business increased by 60% year-on-year. At the same time, the average monthly paying users reached 27.2 million, a year-on-year increase of 33%; The user payment rate reached a new high, reaching 9.3%.</p><p>Content is the only magic weapon to attract users, so bilibili has invested heavily. Recently, a number of variety shows such as \"90 Dating Agency 2022\", \"Crazy Artist\", and \"Bring Friends to Love Express\" have been launched, and retro old dramas such as \"Romance of the Three Kingdoms\" and \"The Swordsman\" have also been launched.</p><p>The game business was once the \"thigh\" of Station B. The growth rate in the latest quarter was only 16%, and the revenue scale was 1.357 billion yuan. According to the management, Station B recently acquired a studio, three games have been approved, and some other games are in the late approval stage.</p><p>According to the analysis of Dolphin Investment Research, the game version number will restart in April this year, and the cold winter of the industry is expected to fade away. However, for Station B, the current revenue contribution of self-developed games is very small, and it is difficult to see its own explosions appear in the short term. The revenue depends on the prosperity of the overall industry.</p><p>The financial report shows that among the revenue troika of Station B, except for value-added services, which are still in a stage of rapid growth, the growth rate of other businesses is not as good as before due to various factors. The slowdown in growth is by no means good news for Bilibili, which is still losing money.</p><p><b>Still \"burning money\"</b></p><p>For a long time, losses have always been a long-standing problem for Station B.</p><p>Financial data shows that from 2015 to 2021, the net losses of station B will be 569 million yuan, 1.185 billion yuan, 572 million yuan, 616 million yuan, 1.289 billion yuan, 3.012 billion yuan, and 6.789 billion yuan respectively. In 7 years, the company's total net loss reached 14.032 billion yuan.</p><p>After the financial report in the fourth quarter of last year, Station B proposed a strategy of reducing costs and increasing efficiency, \"controlling all the money that should not be spent, and at the same time improving the efficiency of the money that should be spent.\"</p><p>Fan Xin, CFO of Station B, once said that the proportion of the company's marketing expenses in revenue will begin to decline in 2022, and the non-GAAP operating loss rate will narrow year by year from 2022. By improving commercialization efficiency, increasing single MAU revenue, and controlling operating expenses, it is expected to achieve breakeven under non-GAAP by 2024.</p><p>However, judging from the latest performance, Station B is gradually drifting away from breakeven. According to the financial report, the net loss for the quarter was 2.284 billion yuan, compared with 905 million yuan in the same period in 2021; The adjusted net loss was 1.655 billion yuan, compared with 891 million yuan in the same period in 2021.</p><p>At this performance meeting, Chen Rui once again reiterated that the profit target for 2024 will not change. He added that the pressure on gross profit this quarter was mainly due to the epidemic. \"Revenue growth has slowed down, so it highlights the pressure on gross profit. But if you look at the data, you will find that we are not spending more than before.\"</p><p>According to the financial report, the gross profit margin of Station B in the first quarter of this year was 16%, and the gross profit margin from the first to fourth quarters of 2021 was 24%, 22%, 19.6% and 19% respectively.</p><p>Among the company's four segments, advertising and games are the businesses with the highest gross profit margins, but the growth rate of these two businesses has slowed down month-on-month, weakening the company's gross profit level.</p><p>In terms of cost, in the first quarter of 2022, the operating cost of Station B was as high as 4.247 billion yuan, an increase of 43% over the same period in 2021. Among them, the revenue sharing cost (an important part of operating cost) was 2.146 billion yuan, a year-on-year increase of 53%. Operating expenses were 2.7991 billion yuan, an increase of 42% over the same period in 2021.</p><p>The growth rate of costs and expenses is much higher than the growth rate of revenue, eroding the company's profits.</p><p>In terms of split, sales and marketing expenses in the quarter were 1.254 billion yuan, an increase of 25% over the same period last year, mainly due to the increase in brand expenses and sales and sales staff expenses; General and administrative expenses were 535 million yuan, a year-on-year increase of 38%; R&D expenses were 1.009 billion yuan, a year-on-year increase of 74%. This increase was mainly due to the increase in R&D personnel and equity incentive expenses.</p><p>\"Some achievements have been made in reducing costs and increasing efficiency in the first quarter. Affected by the epidemic in the second quarter, some measures will not be reflected until several months later.\" Fan Xin said that under the premise of completing user growth, marketing expenses will decrease in the first quarter. 26%, accounting for 25% of overall revenue from 30% in the fourth quarter of last year to 25% in the first quarter.</p><p>The measures Fan Xin refers to here may be the company's frequent rumors of layoffs in the second quarter.</p><p>Recently, a 46-minute meeting recording of internal employees of Station B has been circulated on the Internet, involving \"reasonable and formal\" layoffs and \"cleaning\" employees, thereby reducing costs, increasing efficiency, and controlling costs.</p><p>In addition, according to Caixin news, a number of Bilibili employees confirmed that Bilibili has started a round of layoffs since mid-May, mainly focusing on games, live broadcasts and commercial businesses. According to two employees who resigned during this round of layoffs, according to the estimation of the number of employees leaving the department, the layoff ratio of the optimized business department is about 20%, while the main station of Station B, which is responsible for user growth, is less affected.</p><p>In response to the news, Station B told the media that the rumors of layoffs are untrue, and there have been some business adjustments recently, so there are no large-scale layoffs along with personnel adjustments.</p><p>In addition, in March of this year, it was revealed that the creative incentive rules of Bilibili's Up owners had changed. Many Up owners reported that the incentives they received had shrunk significantly, or even cut in half. The outside world regarded this as a move by Bilibili to control costs.</p><p>Considering that Shanghai is still under global lockdown in April and May, the advertising and e-commerce of Station B will continue to be affected, and the market expects that Station B's losses may further expand in the next second quarter.</p><p>Perhaps affected by this bad news, on June 10, the Hong Kong stock market of Station B opened down about 14%, and the closing decline narrowed to 5.76%, with a market value of about 85 billion Hong Kong dollars.</p><p><b>\"Imitation\"<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Can it succeed?</b></p><p>The only bright spot of Station B's financial report is the growth of its user scale.</p><p>According to the financial report, in the first quarter of 2022, the average monthly active users of Station B were 294 million, and the monthly active users of the mobile terminal were 277 million, an increase of 31% and 33% respectively compared with the same period in 2021. The average daily active users reached 79.4 million, a year-on-year increase of 32%, and the average daily usage time of users was as long as 95 minutes, a record high.</p><p>The indicators of user activity also performed well. For example, the average monthly interaction volume of the platform has increased by 87%. The average number of active UP owners per month reached 3.8 million, a year-on-year increase of 75%; The average monthly submission volume reached 12.6 million, a year-on-year increase of 63%.</p><p>In addition, as of the end of the first quarter, the number of \"big members\" at Station B was 20.1 million, a year-on-year increase of 25%, of which nearly 80% were annual big members or automatic renewal members, reflecting the stickiness of community content.</p><p>With nearly 300 million monthly active users, how can bilibili create more commercialization opportunities?</p><p>Taking stock of the new actions of Station B in the past six months, the management regards Story-Mode equipped with vertical screen short video content as the next growth focus, hoping to improve the efficiency of advertising monetization.</p><p>Story-Mode has actually been online since the end of 2020. Some users can click on the user avatar in the upper left corner of the APP to jump to the short video waterfall stream and swipe up and down to switch, similar to the modes of Douyin and Kuaishou.</p><p>However, the outside world questioned that Station B's move was \"Douyin\", and the old users on the station did not buy it. Some senior users complained about it day by day, and there were also a large number of submissions on the station that taught people to turn off the vertical screen mode.</p><p>\"Da Sima\", a senior user of station B, does not accept the \"Douyinization\" of station B. \"Our old users have become accustomed to the platform attributes of stationmaster videos of station B. When short videos like Douyin are launched, station B will gradually Losing one's own personality may even shake the mind that has been established in users for a long time.\"</p><p>But the management doesn't think so. In the earnings conference call in the fourth quarter of last year, Chen Rui repeatedly mentioned Story Mode, saying that the daily active user penetration rate of this feature has exceeded 20%, and the proportion of user likes has reached 30%, indicating that users accept and like this feature.</p><p>According to Jiemian News, starting this year, Station B has increased the recommendation of vertical screen videos in the homepage information flow. There are about 3 to 4 vertical screen videos out of every 10 videos. In April, Bilibili launched the Story Mode vertical screen advertising product. Bilibili said that compared with graphic advertisements, vertical screen advertisements have a stronger sense of immersion and better conversion efficiency.</p><p>In the first quarter earnings conference call that just passed, Story Mode was highlighted by Chen Rui again. The Story Mode mode has brought pure increment to Station B. At present, the proportion of broadcast volume has exceeded 20%, expanding new users. consumption time and scenarios.</p><p>For Station B, which urgently needs to improve commercial monetization efficiency, Story Mode can indeed play a role in increasing user stickiness and improving advertising efficiency. But the current situation is that in the face of the near-saturated penetration rate of Doukuai and video accounts, there is not much market space left for Bilibili in the short video field, which may mean that it is difficult for Story Mode to become the leading role of Bilibili.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.163.com/dy/article/H9HKAKBF0539ARRF.html\">雷达财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fd530d268eaf0dad70e510ac1c76857","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩"},"source_url":"https://www.163.com/dy/article/H9HKAKBF0539ARRF.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242583425","content_text":"提出盈利目标后，B站的亏损反而扩大了。6月9日，B站发布2022年第一季度财报。财报显示，B站一季度营收达50.54亿元，同比增长30%；净亏损22.82亿元，同比扩大超150%；调整后净亏损16.5亿元，同比扩大超85%。从营收增速看，B站变得越来越慢了，一季度增速远不及2021年全年增速61%。同时，B站亏损依旧严重，净亏损22.82亿元超出市场预期的18.33亿元，这也让公司实现“2022年开始全年Non-GAAP运营亏损率同比收窄”的短期目标难度陡增。好的一面是，B站的用户还在继续增长。一季度，B站月均活跃用户同比增长31%，达2.94亿；移动端月均活跃用户同比增长33%，达2.76亿。B站董事长兼CEO陈睿曾表示，2023年之前，B站月活用户数可以达到4个亿。按照目前增速来看，B站已经离4亿用户的目标越来越近。不过，如何让用户有质量的增长，比如输出优质内容提升用户粘性、增加用户付费意等，是公司需要持续努力的方向。此外，要解除市场对其盈利能力的担忧，B站任重而道远。至今，公司还未能拿出一个强有力的商业化方案。营收快速增长难度变大对比历史数据，B站变得越来越慢了。同花顺iFinD数据显示，2016-2020年，B站的营收增速分别为299.49%、371.7%、67.27%、64.16%和77.03%。而2021年B站总营收193.84亿元，同比增速61.54%,为近6年以来最低水平。进入2021年，上半年上海等国内多地疫情不断反复，包括互联网产业在内的广告、电商业务均不同程度受到了影响。大本营处于上海的B站，同样被波及。如果环比对照来看，一季度B站50.54亿元营收，环比上个季度57.81亿元的营收下滑12.57%。“我们是3月14日开始，在上海的8000多名员工就开始居家办公。这周才开始逐步恢复在公司通勤，所有的员工要在6月13日才正式回公司上班，相当于整整3个月居家办公。”6月9日晚的财报电话会议上，陈睿介绍，疫情对于B站的短期业务有影响，比如广告、电商。根据财报，一季度，B站广告业务营收10.41亿元，同比增长46%，环比上个季度的15.88亿元下滑34.44%。当期，游戏、美妆护肤、3C数码、汽车和食品饮料是其前五大广告主行业。陈睿表示，上半年包括上海和其他的一些地方都处在居家或者是静态的状态。在这种情况下，广告主投广告的需求减弱了，甚至有的地方可能推迟了。他判断，整个广告行业在一季度，尤其是在二季度，都应该会受到很大的影响。事实上，对宏观经济敏感的广告市场，在上半年呈普遍下降之势。国家统计局数据显示，4月，社会消费品零售总额2.95万亿元，同比下滑11.1%。而具体到公司，一季度爱奇艺广告收入13.37亿元，同比下降30%；腾讯网络广告营收同比下降18%至180亿元。除了广告，B站的电商业务由于疫情封控下物流受阻，增速同样大幅放缓。2021年一季度，B站电商及其他业务营收6.03亿元，同比增长16%，环比下滑39.87%。背后有着疫情造成的电商物流问题，陈睿认为，影响会延续到二季度，随着6月物流逐渐恢复，电商交易额也在持续回升。B站的其他收入板块还有增值服务和游戏业务，其中增值服务在总收入中占据大头。从2020年第四季度超越游戏业务，至2022年第一季度，B站增值服务的营收占比从33%上升至41%，始终排在第一位。具体而言，B站的增值服务主要包括大会员、直播及其他服务。今年一季度，该部分业务收入为20.52亿元，较去年同期增长37%。从财报看，增值服务收入增长主要源于直播和付费会员活跃所致。第一季度，B站活跃主播数同比增长88%，直播业务月均付费用户同比增长了60%。同时，月均付费用户达2720万，同比增长33%；用户付费率是创下了新高，达到了9.3%。内容是吸引用户的不二法宝，为此B站不惜大手笔投入。近期启动了《90婚介所2022》、《疯狂艺术家》、《带朋友恋爱特快》等多项综艺节目，还上线了《三国演义》、《笑傲江湖》等复古老剧。游戏业务是B站曾经的“大腿”，最新一季增速只有16%，营收规模为13.57亿元。据管理层透露，B站近期收购了一个工作室，三款游戏已经获得批准，其他一些游戏正处于后期审批阶段。海豚投研分析认为，今年4月份游戏版号重启，行业寒冬有望褪去。不过对B站而言，目前自研游戏收入贡献非常少，短期内较难看到自己的爆款出现，收入还得依靠整体行业的景气度。财报显示，在B站营收四驾马车中，除了增值服务尚处于高速增长阶段，其他业务由于种种因素增速均大不如前。增速放缓，对于仍在亏损状态的B站，绝非是好消息。还在继续“烧钱”一直以来，亏损都是B站的老大难问题。财务数据显示，2015年-2021年，B站净亏损分别为5.69亿元、11.85亿元、5.72亿元、6.16亿元、12.89亿元、30.12亿元、67.89亿元。7年时间，公司净亏损合计达140.32亿元。去年四季度财报后，B站提出降本增效策略，“把不该花的钱都给控制住，同时该花的钱的效率提得更高。”B站CFO樊欣曾表示，公司营销费用在2022年占收入的比例会开始下降，non-GAAP经营亏损率将从2022年开始逐年缩窄，通过提升商业化效率、提升单MAU收入、控制运营费用，预计到2024年实现non-GAAP下的盈亏平衡。但从最新业绩表现来看，B站离盈亏平衡反而渐行渐远。据财报，当季净亏损额为22.84亿元，2021年同期则为9.05亿元；经调整净亏损为16.55亿元，2021年同期为8.91亿元。这次业绩会上，陈睿再次重申，2024年的盈利目标不会有变化。他补充道，这个季度毛利压力主要是疫情的原因，“收入增长放缓了，所以就凸显出了毛利的压力。但是如果看数据会发现，我们并不是花得比以前多了。”据财报，今年第一季度B站的毛利率为16%，2021年第一至四季度的毛利率分别为24%、22%、19.6%和19%。在目前公司四个板块中，广告和游戏是毛利率最高的业务，但这两项业务增速环比放缓，削弱了公司的毛利水平。成本方面，2022年一季度，B站营业成本高达42.47亿元，较2021年同期增加43%。其中的收入分成成本（营业成本的重要组成部分）为21.46亿元，同比增加53%。经营开支27.99.1亿元，较2021年同期增加42%。成本和费用增幅远高于营收增速，蚕食了公司的利润。拆分来看，当季销售与营销费用为12.54亿元，较上年同期增长25%，主要是品牌开支以及销售及销售人员费用增加所致；一般及行政开支为5.35亿元，同比增加38%；研发开支为10.09亿元,同比增加74%，此项增加主要由于研发人员及股权激励费用增加所致。“一季度降本增效已经取得一些成绩，二季度受到疫情影响，有些措施要晚几个月才会体现出来。”樊欣谈到，在完成用户增长前提下，市场营销费用在一季度环比降低26%，占整体收入比例从去年四季度的30%下降至一季度的25%。樊欣这里所指的措施，可能是公司二季度频频出现的裁员传闻。近期，网络流传B站内部员工46分钟会议录音，涉及“合理正规”裁员、“清洗”员工，从而降本增效、成本控制等。另外，据财新消息，多名B站员工证实，B站自5月中旬开启一轮裁员，主要集中在游戏、直播和商业化业务。据两名在本轮裁员中离职的员工透露，按照部门员工离职人数估算，优化的业务部门裁员比例约为20%，而负责用户增长的B站主站受影响较小。针对该消息，B站告诉媒体，裁员传闻不实，近期有部分业务调整，因此伴随人员调整，没有大规模裁员。除此之外，今年三月份，B站Up主创作激励规则被爆有所变更，不少Up主反映到手激励大幅缩水，甚至腰斩，外界将此视为B站控制成本之举。考虑到4、5 月上海也仍然处于全域封控中，B站的广告和电商因此受到的影响会持续，市场预计B站在接下来的二季度中亏损有可能进一步扩大。或是受此利空消息影响，6月10日，B站港股开盘跌约14%，收盘跌幅收窄至5.76%，市值约为850亿港元。“模仿”抖音能成功吗？B站财报的唯一亮点，在于其用户规模的增长。据财报，2022年一季度，B站月均活跃用户2.94亿，移动端月活用户2.77亿，较2021年同期分别增加31%及33%。日均活跃用户达7940万，同比增加32%，用户日均使用时长达95分钟，创下历史新高。用户活跃度方面的指标，同样表现不错。例如，平台月均互动量上涨的速度达到87%。月均活跃UP主数量达到了380万，同比增长75% ；月均投稿量达到1260万，同比增长63%。此外，截至一季度末，B站“大会员”数量为2010万，同比增长25%，其中近80%是年度大会员或自动续费会员，体现出了社区内容的粘性。坐拥近3亿月活，B站该如何创造更多商业化机会？盘点B站近半年来的新动作，管理层将搭载竖屏短视频内容的Story-Mode看作下一个增长重点，希望借此来提升广告变现效率。Story-Mode实际上自2020年末就上线了，部分用户点击APP左上角的用户头像，即可跳转至短视频瀑布流，上下滑动切换，类似于抖音、快手的模式。不过外界质疑B站此举是“抖音化”，站内老用户也不买账，一些资深用户对此抱怨与日俱增，站内也出现了大量教人关闭竖屏模式的投稿。B站资深用户“大司马”对B站的“抖音化”就不接受，“我们老用户已经习惯B站长视频的平台属性，推出类似抖音这样的短视频时，会让B站逐渐失去自身的个性，甚至会让长久以来在用户建立起的心智产生动摇。”但是管理层并不这么认为，在去年第四季度的财报电话会议上，陈睿反复提及Story Mode，称这一功能的日活跃用户渗透率已超过20%，用户点赞占比达到30%，表明用户接受而且喜欢这个功能。据界面新闻，今年开始，B站加大竖屏视频在首页信息流中的推荐力度，大约每10条视频中有3至4条竖屏视频。4月份，B站上线Story Mode竖屏广告产品，B站表示，相对于图文广告，竖屏广告的沉浸感更强，转换效率更佳。刚刚过去的第一季度财报电话会议上，Story Mode再被陈睿重点提及，Story Mode模式为B站带来的是纯粹的增量，目前播放量占比已超20%，扩展了用户新的消费时间和场景。对于急需提升商业化变现效率的B站来说，Story Mode的确可以起到增加用户粘性和提高广告效率的作用。但现状是，面对抖快和视频号接近饱和的渗透率，短视频领域留给B站的市场空间已不大，这或意味Story Mode难以成为B站挑大梁的存在。","news_type":1,"symbols_score_info":{"BILI":0.9,"09626":0.9}},"isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021081070,"gmtCreate":1652974046290,"gmtModify":1676535199863,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021081070","repostId":"615261611","repostType":1,"repost":{"id":615261611,"gmtCreate":1652972936334,"gmtModify":1676533125418,"author":{"id":"3518489327411456","authorId":"3518489327411456","name":"清扬君","avatar":"https://static.tigerbbs.com/a7fbb61043d5c2bd5c1bcf17a3b44b2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518489327411456","authorIdStr":"3518489327411456"},"themes":[],"title":"若羽臣溢價溢價70.3倍增資樣美生物  真的值嗎？","htmlText":"2022年5月18日，廣州若羽臣科技股份有限公司（以下簡稱“若羽臣”，證券代碼：003010）發佈公告，回覆了2022年5月6日收到深圳證券交易所下發的《關於對廣州若羽臣科技股份有限公司的關注函》（公司部關注函〔2022〕第233號）（以下簡稱“關注函”）。2022年4月30日，若羽臣發佈《關於與關聯方共同投資暨關聯交易的公告》稱，公司全資子公司蕪湖若羽臣投資管理有限公司擬與公司實際控制人王玉及王文慧控制的企業天津若羽臣企業管理諮詢合夥企業(有限合夥)分別以自有資金出資500萬元，認購樣美生物科技（北京）有限公司（以下簡稱“樣美生物”）新增註冊資本7.1124萬元，增資事項完成後，分別持有樣美生物4.1597%股權，上述共同投資事項構成關聯交易。樣美生物經營業務爲醫療美容科技護膚產品，產品包括原液和導入設備。在關注函回覆中，若羽臣披露樣美生物定位爲一家專研透皮領域的生物科技公司，其產品主要由導入設備水光導入美容儀和配套原液組成。樣美生物擁有核心專利的生物原液配方，可精準面向不同年齡及膚質人羣的護膚需求，配合配套硬件設備運用生物高活分子萃取、透皮導入等專利技術，致力於爲使用人羣提供安全有效、無痛無創的專業水光護膚體驗。若羽臣增資溢價70.3倍的原因是認爲樣美生物有核心競爭力，分別表現在以下幾個方面：1、行業先發優勢美容小家電的需求來源於消費者對美妝護膚方面需求的進一步延伸，消費者對美容護膚的消費經過引導可以直接部分轉移到對美容小家電的消費。個人護理與美容市場的蓬勃發展都會拉動美容小家電市場的增速進一步提升，中國依靠其傳統的供應鏈優勢，本土品牌小家電迎來機會。樣美生物專注於透皮技術領域，經過多年研發積累，目前已成長爲集研發、設計、營銷全能力科技公司。樣美生物獨特地將透皮科技引入家用護膚領域，有效填補了家用護膚品從概念宣稱到實際解決消費者皮膚護理問題的市場未滿足需求，在高端家用","listText":"2022年5月18日，廣州若羽臣科技股份有限公司（以下簡稱“若羽臣”，證券代碼：003010）發佈公告，回覆了2022年5月6日收到深圳證券交易所下發的《關於對廣州若羽臣科技股份有限公司的關注函》（公司部關注函〔2022〕第233號）（以下簡稱“關注函”）。2022年4月30日，若羽臣發佈《關於與關聯方共同投資暨關聯交易的公告》稱，公司全資子公司蕪湖若羽臣投資管理有限公司擬與公司實際控制人王玉及王文慧控制的企業天津若羽臣企業管理諮詢合夥企業(有限合夥)分別以自有資金出資500萬元，認購樣美生物科技（北京）有限公司（以下簡稱“樣美生物”）新增註冊資本7.1124萬元，增資事項完成後，分別持有樣美生物4.1597%股權，上述共同投資事項構成關聯交易。樣美生物經營業務爲醫療美容科技護膚產品，產品包括原液和導入設備。在關注函回覆中，若羽臣披露樣美生物定位爲一家專研透皮領域的生物科技公司，其產品主要由導入設備水光導入美容儀和配套原液組成。樣美生物擁有核心專利的生物原液配方，可精準面向不同年齡及膚質人羣的護膚需求，配合配套硬件設備運用生物高活分子萃取、透皮導入等專利技術，致力於爲使用人羣提供安全有效、無痛無創的專業水光護膚體驗。若羽臣增資溢價70.3倍的原因是認爲樣美生物有核心競爭力，分別表現在以下幾個方面：1、行業先發優勢美容小家電的需求來源於消費者對美妝護膚方面需求的進一步延伸，消費者對美容護膚的消費經過引導可以直接部分轉移到對美容小家電的消費。個人護理與美容市場的蓬勃發展都會拉動美容小家電市場的增速進一步提升，中國依靠其傳統的供應鏈優勢，本土品牌小家電迎來機會。樣美生物專注於透皮技術領域，經過多年研發積累，目前已成長爲集研發、設計、營銷全能力科技公司。樣美生物獨特地將透皮科技引入家用護膚領域，有效填補了家用護膚品從概念宣稱到實際解決消費者皮膚護理問題的市場未滿足需求，在高端家用","text":"2022年5月18日，廣州若羽臣科技股份有限公司（以下簡稱“若羽臣”，證券代碼：003010）發佈公告，回覆了2022年5月6日收到深圳證券交易所下發的《關於對廣州若羽臣科技股份有限公司的關注函》（公司部關注函〔2022〕第233號）（以下簡稱“關注函”）。2022年4月30日，若羽臣發佈《關於與關聯方共同投資暨關聯交易的公告》稱，公司全資子公司蕪湖若羽臣投資管理有限公司擬與公司實際控制人王玉及王文慧控制的企業天津若羽臣企業管理諮詢合夥企業(有限合夥)分別以自有資金出資500萬元，認購樣美生物科技（北京）有限公司（以下簡稱“樣美生物”）新增註冊資本7.1124萬元，增資事項完成後，分別持有樣美生物4.1597%股權，上述共同投資事項構成關聯交易。樣美生物經營業務爲醫療美容科技護膚產品，產品包括原液和導入設備。在關注函回覆中，若羽臣披露樣美生物定位爲一家專研透皮領域的生物科技公司，其產品主要由導入設備水光導入美容儀和配套原液組成。樣美生物擁有核心專利的生物原液配方，可精準面向不同年齡及膚質人羣的護膚需求，配合配套硬件設備運用生物高活分子萃取、透皮導入等專利技術，致力於爲使用人羣提供安全有效、無痛無創的專業水光護膚體驗。若羽臣增資溢價70.3倍的原因是認爲樣美生物有核心競爭力，分別表現在以下幾個方面：1、行業先發優勢美容小家電的需求來源於消費者對美妝護膚方面需求的進一步延伸，消費者對美容護膚的消費經過引導可以直接部分轉移到對美容小家電的消費。個人護理與美容市場的蓬勃發展都會拉動美容小家電市場的增速進一步提升，中國依靠其傳統的供應鏈優勢，本土品牌小家電迎來機會。樣美生物專注於透皮技術領域，經過多年研發積累，目前已成長爲集研發、設計、營銷全能力科技公司。樣美生物獨特地將透皮科技引入家用護膚領域，有效填補了家用護膚品從概念宣稱到實際解決消費者皮膚護理問題的市場未滿足需求，在高端家用","images":[{"img":"https://static.tigerbbs.com/eaccb9187aaf5c708b245954ea782473","width":"627","height":"458"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615261611","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008593132,"gmtCreate":1641478971076,"gmtModify":1676533619142,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008593132","repostId":"1186653886","repostType":4,"repost":{"id":"1186653886","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":1641472437,"share":"https://ttm.financial/m/news/1186653886?lang=en_US&edition=fundamental","pubTime":"2022-01-06 20:33","market":"us","language":"zh","title":"3B Home Q3 net sales of $1.88 billion, miss the market expectation","url":"https://stock-news.laohu8.com/highlight/detail?id=1186653886","media":"老虎资讯综合","summary":"1月6日，3B家居发布2021财年第三季度业绩。财报显示，第三季度净销售额18.8亿美元，市场预期为19.5亿美元；第三季度调整后每股亏损为0.25美元。预计第四季度净销售额约为21亿美元，市场预期为","content":"<p><html><head></head><body>January 6th,<a href=\"https://laohu8.com/S/BBBY\">3B Home</a>Release of third quarter fiscal 2021 results. The financial report shows that net sales in the third quarter were US $1.88 billion, compared with market expectations of US $1.95 billion; Adjusted loss per share for the third quarter was $0.25.</p><p>Net sales in the fourth quarter are expected to be approximately $2.1 billion, compared with market expectations of $2.26 billion; The high-end range of Q4 EPS is expected to be $2.10 to $2.25; Lowered its net sales outlook for the current fiscal year.</p><p><img src=\"https://static.tigerbbs.com/2ad5237480b0d69c1b39a51eaecd5cfc\" tg-width=\"932\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>After the financial report was announced, the stock price of 3B Home Furnishing plummeted before the market opened, once fell by more than 10%, and then turned from falling to rising, and is now up by more than 9%.</p><p><img src=\"https://static.tigerbbs.com/c083c4f815c9d6d557d08cce1c403cd7\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p>Before the US stock market opened, 3B Home Furnishing announced its financial results for the third quarter of fiscal year 2021. The financial report shows that the company's Q3 net sales were US $1.878 billion, compared with US $2.618 billion in the same period last year, a year-on-year decrease of 28%; The net loss was US $276 million, compared with a loss of US $75.441 million in the same period last year.</p><p>Basic loss per share and diluted loss per share were both US $2.78, compared with a loss of US $0.61 in the same period last year.</p><p>Adjusted diluted loss per share was $0.25, compared with a profit of $0.08 in the same period last year; Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was $41 million, compared with $121 million in the same period last year.</p><p>Gross profit was $669 million, compared with $957 million in the same period last year. Gross profit margin was 35.6%, compared with 36.5% in the same period last year, a year-on-year decrease of 90 basis points; Adjusted gross profit margin was 35.9%.</p><p>Comparable sales decreased 7% from Q3 FY 2020 and 4% from Q3 FY 2019.</p><p>In the third quarter, the company returned approximately $120 million to shareholders through share repurchases, and it has returned more than $700 million in total since announcing its share repurchase program in October 2020.</p><p>Looking ahead, the company expects: net sales of approximately $2.1 billion in the fourth quarter of fiscal 2021, adjusted gross margin of between 32.5% and 33.0%, adjusted EBITDA of between $80 million and $100 million, and adjusted diluted earnings per share of between $0.00 and $0.15.</p><p>For full-year fiscal 2021, the company expects net sales of approximately $7.9 billion, high-single-digit growth in comparable sales, adjusted gross margin of between 34.0% and 34.5%, adjusted EBITDA of between $290 million and $310 million, and adjusted diluted earnings per share of between-$0.15 and $0.00.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3B Home Q3 net sales of $1.88 billion, miss the market expectation</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\">\n3B Home Q3 net sales of $1.88 billion, miss the market expectation\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-06 20:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>January 6th,<a href=\"https://laohu8.com/S/BBBY\">3B Home</a>Release of third quarter fiscal 2021 results. The financial report shows that net sales in the third quarter were US $1.88 billion, compared with market expectations of US $1.95 billion; Adjusted loss per share for the third quarter was $0.25.</p><p>Net sales in the fourth quarter are expected to be approximately $2.1 billion, compared with market expectations of $2.26 billion; The high-end range of Q4 EPS is expected to be $2.10 to $2.25; Lowered its net sales outlook for the current fiscal year.</p><p><img src=\"https://static.tigerbbs.com/2ad5237480b0d69c1b39a51eaecd5cfc\" tg-width=\"932\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>After the financial report was announced, the stock price of 3B Home Furnishing plummeted before the market opened, once fell by more than 10%, and then turned from falling to rising, and is now up by more than 9%.</p><p><img src=\"https://static.tigerbbs.com/c083c4f815c9d6d557d08cce1c403cd7\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p>Before the US stock market opened, 3B Home Furnishing announced its financial results for the third quarter of fiscal year 2021. The financial report shows that the company's Q3 net sales were US $1.878 billion, compared with US $2.618 billion in the same period last year, a year-on-year decrease of 28%; The net loss was US $276 million, compared with a loss of US $75.441 million in the same period last year.</p><p>Basic loss per share and diluted loss per share were both US $2.78, compared with a loss of US $0.61 in the same period last year.</p><p>Adjusted diluted loss per share was $0.25, compared with a profit of $0.08 in the same period last year; Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was $41 million, compared with $121 million in the same period last year.</p><p>Gross profit was $669 million, compared with $957 million in the same period last year. Gross profit margin was 35.6%, compared with 36.5% in the same period last year, a year-on-year decrease of 90 basis points; Adjusted gross profit margin was 35.9%.</p><p>Comparable sales decreased 7% from Q3 FY 2020 and 4% from Q3 FY 2019.</p><p>In the third quarter, the company returned approximately $120 million to shareholders through share repurchases, and it has returned more than $700 million in total since announcing its share repurchase program in October 2020.</p><p>Looking ahead, the company expects: net sales of approximately $2.1 billion in the fourth quarter of fiscal 2021, adjusted gross margin of between 32.5% and 33.0%, adjusted EBITDA of between $80 million and $100 million, and adjusted diluted earnings per share of between $0.00 and $0.15.</p><p>For full-year fiscal 2021, the company expects net sales of approximately $7.9 billion, high-single-digit growth in comparable sales, adjusted gross margin of between 34.0% and 34.5%, adjusted EBITDA of between $290 million and $310 million, and adjusted diluted earnings per share of between-$0.15 and $0.00.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4178":"家庭装饰零售","BBBY":"Bed Bath & Beyond, Inc.","BK4547":"WSB热门概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186653886","content_text":"1月6日，3B家居发布2021财年第三季度业绩。财报显示，第三季度净销售额18.8亿美元，市场预期为19.5亿美元；第三季度调整后每股亏损为0.25美元。预计第四季度净销售额约为21亿美元，市场预期为22.6亿美元；预计第四季度每股收益高端区间为2.10美元至2.25美元；下调本财年净销售额前景。财报公布后，3B家居盘前股价直线下跌一度跌超10%，随后由跌转涨，现涨超9%美股盘前，3B家居公布了其2021财年第三季度财务业绩。财报显示，该公司Q3净销售额为18.78亿美元，上年同期为26.18亿美元，同比下降28%；净亏损为2.76亿美元，上年同期为亏损7544.1万美元。每股基本亏损及摊薄后每股亏损均为2.78美元，上年同期为亏损0.61美元。经调整后的摊薄后每股亏损为0.25美元，上年同期为盈利0.08美元;经调整后的息税折旧摊销前利润(EBITDA)为4100万美元，上年同期为1.21亿美元。毛利润为6.69亿美元，上年同期为9.57亿美元。毛利率为35.6%，上年同期为36.5%，同比下降90个基点;经调整后的毛利率为35.9%。可比销售额较2020财年第三季度下降7%，较2019财年第三季度下降4%。三季度，该公司通过股票回购向股东返还了约1.2亿美元，自2020年10月宣布股票回购计划以来合计返还了超过7亿美元。展望未来，该公司预计：2021财年第四季度净销售额为约21亿美元，经调整后的毛利率在32.5%至33.0%之间，经调整后的EBITDA在8000万美元至1亿美元之间，经调整后的摊薄后每股收益在0.00美元至0.15美元之间。该公司预计2021财年全年，净销售额为约79亿美元，可比销售额将有高个位数增长，经调整后的毛利率在34.0%至34.5%之间，经调整后的EBITDA在2.9亿美元至3.1亿美元之间，经调整后的摊薄后每股收益在-0.15美元至0.00美元之间。","news_type":1,"symbols_score_info":{"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":3161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001012134,"gmtCreate":1641101743603,"gmtModify":1676533572767,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001012134","repostId":"2200446614","repostType":4,"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009656515,"gmtCreate":1640659337751,"gmtModify":1676533532448,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093173615803570","authorIdStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009656515","repostId":"1125259181","repostType":4,"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9909488336,"gmtCreate":1658905190625,"gmtModify":1676536227190,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909488336","repostId":"682860032","repostType":1,"repost":{"id":682860032,"gmtCreate":1658903998831,"gmtModify":1676533383881,"author":{"id":"3488157435400312","authorId":"3488157435400312","name":"GPLP犀牛财经","avatar":"https://static.tigerbbs.com/14abc57b2bc335b01ce8f7df19813f91","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488157435400312","idStr":"3488157435400312"},"themes":[],"htmlText":"【統計局：2022年1-6月份全國規模以上工業企業利潤增長1.0%】1—6月份，全國規模以上工業企業實現利潤總額42702.2億元，同比增長1.0%。1—6月份，規模以上工業企業中，國有控股企業實現利潤總額14894.5億元，同比增長10.2%；股份制企業實現利潤總額31977.9億元，增長6.7%；外商及港澳臺商投資企業實現利潤總額9814.1億元，下降13.9%；私營企業實現利潤總額11885.7億元，下降3.3%。（國家統計局）","listText":"【統計局：2022年1-6月份全國規模以上工業企業利潤增長1.0%】1—6月份，全國規模以上工業企業實現利潤總額42702.2億元，同比增長1.0%。1—6月份，規模以上工業企業中，國有控股企業實現利潤總額14894.5億元，同比增長10.2%；股份制企業實現利潤總額31977.9億元，增長6.7%；外商及港澳臺商投資企業實現利潤總額9814.1億元，下降13.9%；私營企業實現利潤總額11885.7億元，下降3.3%。（國家統計局）","text":"【統計局：2022年1-6月份全國規模以上工業企業利潤增長1.0%】1—6月份，全國規模以上工業企業實現利潤總額42702.2億元，同比增長1.0%。1—6月份，規模以上工業企業中，國有控股企業實現利潤總額14894.5億元，同比增長10.2%；股份制企業實現利潤總額31977.9億元，增長6.7%；外商及港澳臺商投資企業實現利潤總額9814.1億元，下降13.9%；私營企業實現利潤總額11885.7億元，下降3.3%。（國家統計局）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/682860032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940965452,"gmtCreate":1677654164077,"gmtModify":1677654167755,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","id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匡達 記者 |盧奕貝 編輯 |牙韓翔 對新茶飲行業來說，食品安全已經是一個老生常談的問題。 2月27日，在一則名爲《三個月暗訪5家蜜雪冰城，使用過期乳酸菌，修改有效期》的視頻中，知名B站UP主@內幕糾察局稱自己歷經3個月，暗訪不同城市的5家蜜雪冰城門店，發現其在奶茶茶湯、小料均有修改效期標籤問題。他還發現，這些門店使用過期乳酸菌製作鮮橙益菌多，清洗冰淇淋機攪拌棒、垃圾鬥共用一個水池，部分店員並未持有健康證。 截至發稿，蜜雪冰城方面暫未迴應界面新聞對此事的置評請求。 也在這天，微博話題#女生奶茶中喝出3個標籤後細菌感染#登上熱搜，起因爲有消費者購買益禾堂奶茶飲用時發現有3個標籤，次日醫生診斷爲細菌感染引起的急性腸炎。益禾堂就此對外迴應稱，對員工失誤出現的疏漏而致歉，與顧客溝通賠償、樣品向第三方檢測機構送檢，並對涉事員工及門店做出了停崗培訓和停業整頓等處理。 女生奶茶中喝出3個標籤後細菌感染 此外，湖南一顧客購買一杯茶顏悅色後，過了一會發現到手後奶茶少三分之一。相關話題也在2月28日登上熱搜第一。對此茶顏悅色迴應稱，剛做出來時上面是奶沫放久了會自己消掉，就會出現半杯的情況。 過去一年，這樣的問題也頻繁發生。2022年2月，就有爆料稱古茗一門店存在使用過期酸奶、腐爛水果的情況。隨後古茗方面迴應稱，已第一時間對該門店進行了關店、全面徹查，並對全國門店食品安全工作全面檢查，之後會加強技術手段提高電子巡查的頻次和非通知型到店巡查。 茶飲食安問題暴雷的重災區多爲採用加盟模式的品牌，門店數量多、擴張速度快是它們的共同特徵——益禾堂目前全國門店有超5600家；低價王者蜜雪冰城早在2022年便已達到超2萬家門店的規模，一年拓店6643家，速度遠超瑞幸，而古茗的門店數量也超過了6700家。 在黑貓投訴平臺上，目前蜜雪冰城累計投訴量爲4370件，是新茶飲品牌中被投訴最多的品牌。","listText":"圖片拍攝：界面新聞 匡達 記者 |盧奕貝 編輯 |牙韓翔 對新茶飲行業來說，食品安全已經是一個老生常談的問題。 2月27日，在一則名爲《三個月暗訪5家蜜雪冰城，使用過期乳酸菌，修改有效期》的視頻中，知名B站UP主@內幕糾察局稱自己歷經3個月，暗訪不同城市的5家蜜雪冰城門店，發現其在奶茶茶湯、小料均有修改效期標籤問題。他還發現，這些門店使用過期乳酸菌製作鮮橙益菌多，清洗冰淇淋機攪拌棒、垃圾鬥共用一個水池，部分店員並未持有健康證。 截至發稿，蜜雪冰城方面暫未迴應界面新聞對此事的置評請求。 也在這天，微博話題#女生奶茶中喝出3個標籤後細菌感染#登上熱搜，起因爲有消費者購買益禾堂奶茶飲用時發現有3個標籤，次日醫生診斷爲細菌感染引起的急性腸炎。益禾堂就此對外迴應稱，對員工失誤出現的疏漏而致歉，與顧客溝通賠償、樣品向第三方檢測機構送檢，並對涉事員工及門店做出了停崗培訓和停業整頓等處理。 女生奶茶中喝出3個標籤後細菌感染 此外，湖南一顧客購買一杯茶顏悅色後，過了一會發現到手後奶茶少三分之一。相關話題也在2月28日登上熱搜第一。對此茶顏悅色迴應稱，剛做出來時上面是奶沫放久了會自己消掉，就會出現半杯的情況。 過去一年，這樣的問題也頻繁發生。2022年2月，就有爆料稱古茗一門店存在使用過期酸奶、腐爛水果的情況。隨後古茗方面迴應稱，已第一時間對該門店進行了關店、全面徹查，並對全國門店食品安全工作全面檢查，之後會加強技術手段提高電子巡查的頻次和非通知型到店巡查。 茶飲食安問題暴雷的重災區多爲採用加盟模式的品牌，門店數量多、擴張速度快是它們的共同特徵——益禾堂目前全國門店有超5600家；低價王者蜜雪冰城早在2022年便已達到超2萬家門店的規模，一年拓店6643家，速度遠超瑞幸，而古茗的門店數量也超過了6700家。 在黑貓投訴平臺上，目前蜜雪冰城累計投訴量爲4370件，是新茶飲品牌中被投訴最多的品牌。","text":"圖片拍攝：界面新聞 匡達 記者 |盧奕貝 編輯 |牙韓翔 對新茶飲行業來說，食品安全已經是一個老生常談的問題。 2月27日，在一則名爲《三個月暗訪5家蜜雪冰城，使用過期乳酸菌，修改有效期》的視頻中，知名B站UP主@內幕糾察局稱自己歷經3個月，暗訪不同城市的5家蜜雪冰城門店，發現其在奶茶茶湯、小料均有修改效期標籤問題。他還發現，這些門店使用過期乳酸菌製作鮮橙益菌多，清洗冰淇淋機攪拌棒、垃圾鬥共用一個水池，部分店員並未持有健康證。 截至發稿，蜜雪冰城方面暫未迴應界面新聞對此事的置評請求。 也在這天，微博話題#女生奶茶中喝出3個標籤後細菌感染#登上熱搜，起因爲有消費者購買益禾堂奶茶飲用時發現有3個標籤，次日醫生診斷爲細菌感染引起的急性腸炎。益禾堂就此對外迴應稱，對員工失誤出現的疏漏而致歉，與顧客溝通賠償、樣品向第三方檢測機構送檢，並對涉事員工及門店做出了停崗培訓和停業整頓等處理。 女生奶茶中喝出3個標籤後細菌感染 此外，湖南一顧客購買一杯茶顏悅色後，過了一會發現到手後奶茶少三分之一。相關話題也在2月28日登上熱搜第一。對此茶顏悅色迴應稱，剛做出來時上面是奶沫放久了會自己消掉，就會出現半杯的情況。 過去一年，這樣的問題也頻繁發生。2022年2月，就有爆料稱古茗一門店存在使用過期酸奶、腐爛水果的情況。隨後古茗方面迴應稱，已第一時間對該門店進行了關店、全面徹查，並對全國門店食品安全工作全面檢查，之後會加強技術手段提高電子巡查的頻次和非通知型到店巡查。 茶飲食安問題暴雷的重災區多爲採用加盟模式的品牌，門店數量多、擴張速度快是它們的共同特徵——益禾堂目前全國門店有超5600家；低價王者蜜雪冰城早在2022年便已達到超2萬家門店的規模，一年拓店6643家，速度遠超瑞幸，而古茗的門店數量也超過了6700家。 在黑貓投訴平臺上，目前蜜雪冰城累計投訴量爲4370件，是新茶飲品牌中被投訴最多的品牌。","images":[{"img":"https://static.tigerbbs.com/fd22ff92696048e88d8579c20d95d4f0"},{"img":"https://static.tigerbbs.com/ccc04d39cf8d465a83681315ef2c9f6f"},{"img":"https://static.tigerbbs.com/345428e7bb314c62b612406a9dbbd557"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624468504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921252114,"gmtCreate":1671071800138,"gmtModify":1676538485341,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921252114","repostId":"623360257","repostType":1,"repost":{"id":623360257,"gmtCreate":1671070408281,"gmtModify":1676538485247,"author":{"id":"4103503145857210","authorId":"4103503145857210","name":"虎虎科技趣谈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103503145857210","idStr":"4103503145857210"},"themes":[],"title":"OPPO推出“安第斯智能雲”，讓終端更智能","htmlText":"2022年12月14日，中國，深圳——今日，在以“致善·三生萬物”爲主題的OPPO 2022年度未來科技大會（OPPO INNO DAY 2022）上，OPPO正式發佈安第斯智能雲（AndesBrain）。OPPO安第斯智能雲是服務個人、家庭和開發者的泛終端智能雲，致力於“讓終端更智能”。作爲OPPO三大核心技術之一，安第斯智能雲提供端雲協同的數據存儲與智能計算服務，是萬物互融的“數智大腦”。OPPO安第斯智能雲發佈OPPO數智工程事業部總裁劉海鋒表示：“安第斯是地球上最長的山脈，它所形成的天然屏障改變了周邊生態，表達了OPPO以強大的智能雲賦能終端、革新體驗的決心。”安第斯智能雲帶來三大體驗革新6大平臺能力、全球混合雲基礎設施,安第斯智能雲成爲終端新生產力用兩年多時間，OPPO完成了全球混合雲基礎設施建設、技術平臺打造與核心能力佈局：在應用（SaaS）層，提供包括智能推薦、智能交互，具身智能服務等解決方案，支持多端設備一致性體驗與多場景的應用與服務創新。在平臺（PaaS）層，構建了包括端雲數據存儲、端雲機器學習、端雲實時渲染、智能對話、硬件仿真與安全隱私等六大平臺能力。在基礎設施(IaaS)層，是全球混合雲基礎設施。2022年OPPO全球首個自建數據中心投產使用，位於東莞的OPPO智能雲（大灣區）數據中心創新性實施全鏈路減碳方案，實現100%綠電，整體零碳排；液冷單元PUE低至1.15；採用先進GPU訓練集羣和互聯架構，可支撐千億超大模型預訓練。OPPO智能雲（大灣區）數據中心重構存儲體驗,OPPO計劃推出無限雲相冊、隨心辦公空間有調研報告顯示，超過60%以上的受訪用戶希望擁有無限存儲空間。爲此，OPPO提供基於CubeFS的解決方案。CubeFS是由OPPO主導運營，CNCF（雲原生基金會）託管的國內首個開源雲原生分佈式存儲項目。CubeFS For Android作爲","listText":"2022年12月14日，中國，深圳——今日，在以“致善·三生萬物”爲主題的OPPO 2022年度未來科技大會（OPPO INNO DAY 2022）上，OPPO正式發佈安第斯智能雲（AndesBrain）。OPPO安第斯智能雲是服務個人、家庭和開發者的泛終端智能雲，致力於“讓終端更智能”。作爲OPPO三大核心技術之一，安第斯智能雲提供端雲協同的數據存儲與智能計算服務，是萬物互融的“數智大腦”。OPPO安第斯智能雲發佈OPPO數智工程事業部總裁劉海鋒表示：“安第斯是地球上最長的山脈，它所形成的天然屏障改變了周邊生態，表達了OPPO以強大的智能雲賦能終端、革新體驗的決心。”安第斯智能雲帶來三大體驗革新6大平臺能力、全球混合雲基礎設施,安第斯智能雲成爲終端新生產力用兩年多時間，OPPO完成了全球混合雲基礎設施建設、技術平臺打造與核心能力佈局：在應用（SaaS）層，提供包括智能推薦、智能交互，具身智能服務等解決方案，支持多端設備一致性體驗與多場景的應用與服務創新。在平臺（PaaS）層，構建了包括端雲數據存儲、端雲機器學習、端雲實時渲染、智能對話、硬件仿真與安全隱私等六大平臺能力。在基礎設施(IaaS)層，是全球混合雲基礎設施。2022年OPPO全球首個自建數據中心投產使用，位於東莞的OPPO智能雲（大灣區）數據中心創新性實施全鏈路減碳方案，實現100%綠電，整體零碳排；液冷單元PUE低至1.15；採用先進GPU訓練集羣和互聯架構，可支撐千億超大模型預訓練。OPPO智能雲（大灣區）數據中心重構存儲體驗,OPPO計劃推出無限雲相冊、隨心辦公空間有調研報告顯示，超過60%以上的受訪用戶希望擁有無限存儲空間。爲此，OPPO提供基於CubeFS的解決方案。CubeFS是由OPPO主導運營，CNCF（雲原生基金會）託管的國內首個開源雲原生分佈式存儲項目。CubeFS For Android作爲","text":"2022年12月14日，中國，深圳——今日，在以“致善·三生萬物”爲主題的OPPO 2022年度未來科技大會（OPPO INNO DAY 2022）上，OPPO正式發佈安第斯智能雲（AndesBrain）。OPPO安第斯智能雲是服務個人、家庭和開發者的泛終端智能雲，致力於“讓終端更智能”。作爲OPPO三大核心技術之一，安第斯智能雲提供端雲協同的數據存儲與智能計算服務，是萬物互融的“數智大腦”。OPPO安第斯智能雲發佈OPPO數智工程事業部總裁劉海鋒表示：“安第斯是地球上最長的山脈，它所形成的天然屏障改變了周邊生態，表達了OPPO以強大的智能雲賦能終端、革新體驗的決心。”安第斯智能雲帶來三大體驗革新6大平臺能力、全球混合雲基礎設施,安第斯智能雲成爲終端新生產力用兩年多時間，OPPO完成了全球混合雲基礎設施建設、技術平臺打造與核心能力佈局：在應用（SaaS）層，提供包括智能推薦、智能交互，具身智能服務等解決方案，支持多端設備一致性體驗與多場景的應用與服務創新。在平臺（PaaS）層，構建了包括端雲數據存儲、端雲機器學習、端雲實時渲染、智能對話、硬件仿真與安全隱私等六大平臺能力。在基礎設施(IaaS)層，是全球混合雲基礎設施。2022年OPPO全球首個自建數據中心投產使用，位於東莞的OPPO智能雲（大灣區）數據中心創新性實施全鏈路減碳方案，實現100%綠電，整體零碳排；液冷單元PUE低至1.15；採用先進GPU訓練集羣和互聯架構，可支撐千億超大模型預訓練。OPPO智能雲（大灣區）數據中心重構存儲體驗,OPPO計劃推出無限雲相冊、隨心辦公空間有調研報告顯示，超過60%以上的受訪用戶希望擁有無限存儲空間。爲此，OPPO提供基於CubeFS的解決方案。CubeFS是由OPPO主導運營，CNCF（雲原生基金會）託管的國內首個開源雲原生分佈式存儲項目。CubeFS For Android作爲","images":[{"img":"https://static.tigerbbs.com/d5b1347e91c53bd00ad7761c5695721a"},{"img":"https://static.tigerbbs.com/e51f2d140dd95a33f389a66e59f7a2e8"},{"img":"https://static.tigerbbs.com/b6cd5f5fd58c4fc3207176989b0e0c63"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623360257","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054691854,"gmtCreate":1655378308778,"gmtModify":1676535625999,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054691854","repostId":"9054608357","repostType":1,"isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056015307,"gmtCreate":1654911337909,"gmtModify":1676535532345,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056015307","repostId":"2242002803","repostType":4,"repost":{"id":"2242002803","kind":"news","pubTimestamp":1654900980,"share":"https://ttm.financial/m/news/2242002803?lang=en_US&edition=fundamental","pubTime":"2022-06-11 06:43","market":"us","language":"zh","title":"Tesla officially announced that it is about to split its stock for the first time in two years, and it jumped by more than 2% after hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=2242002803","media":"华尔街见闻","summary":"美东时间6月10日周五美股盘后公布的递交监管方文件显示，特斯拉计划在8月2日的股东大会上讨论通过拆股的提议。文件称：“授权股票修正案的主要目的是推动以股票股息形式将我司普通股1股拆为3股。截至2022","content":"<p><html><head></head><body>Documents submitted to regulators released after the U.S. stock market closed on Friday, June 10, Eastern Time, showed that,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is planned to discuss the proposal to pass the stock split at the shareholders' meeting on August 2. Document says:</p><p>\"The main purpose of the authorized stock amendment is to promote the split of 1 share of our company's ordinary shares into 3 shares in the form of a stock Dividend. As of June 2, 2022, our company has a total of 1.036390569 billion ordinary shares in circulation, and the current authorized ordinary shares are 2 billion, which is enough to effectively hold shares. Our board of directors intends to approve the stock split, only pending shareholders' approval of the authorized stock amendment.\"</p><p>After announcing the specific stock split plan, Tesla's stock price, which closed down more than 3% on Friday, quickly turned higher after hours, with an after-hours increase of more than 2.5% at one point.</p><p><img src=\"https://static.tigerbbs.com/81a42d1ba83b82bf18182ab917c38cc7\" tg-width=\"831\" tg-height=\"502\" width=\"100%\" height=\"auto\"/></p><p>If the proposed stock split is passed, it will be Tesla's first stock split since August 30, 2020. Judging from the stock price reaction on Friday, the market clearly expects the shareholders' meeting to approve the stock split.</p><p>After the 1: 5 stock split in 2020, Tesla's stock price soared nearly 80% in five months. On March 28 this year, the day it first disclosed its planned shareholding, Tesla's stock price rose 8%.</p><p>Stock splits are often accompanied by rising stock prices. Recent stock splits by technology giants have also boosted related stock prices. For example, the 20-share split took effect at the beginning of this month<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, a week before the stock split took effect and the last week ending June 3, it rose by more than 6%. However, Tesla's stock split coincides with the Federal Reserve's vow to suppress the aggressive rate hike of high inflation, and technology stocks bear the brunt of the hit. Tesla's stock price may not be able to reap the dividends of the stock split as it did in the past.</p><p>This week, Amazon failed to withstand the prospect of aggressive rate hike from the Federal Reserve. On the day it was announced that the U.S. CPI growth rate exceeded expectations and hit a 40-year high, Amazon's stock price fell by more than 5% in one day this Friday, and fell by more than 10% throughout the week, ranking first among blue-chip technology stocks. Tesla fell nearly 1% this week, the relatively smallest decline.</p><p>Tesla also disclosed in documents on Friday that Larry Ellison, director of the company, will step down. Ellison decided this month not to continue as a director after his personal term expires at the time of the 2022 AGM.</p><p>Tesla's board of directors currently expects to reduce the number of board seats after Ellison's term expires, so it may not submit applications to select more than two board seats.</p><p></body></html></p>","source":"highlight_wallstreetcn","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>Tesla officially announced that it is about to split its stock for the first time in two years, and it jumped by more than 2% after hours.</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\">\nTesla officially announced that it is about to split its stock for the first time in two years, and it jumped by more than 2% after hours.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-06-11 06:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Documents submitted to regulators released after the U.S. stock market closed on Friday, June 10, Eastern Time, showed that,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It is planned to discuss the proposal to pass the stock split at the shareholders' meeting on August 2. Document says:</p><p>\"The main purpose of the authorized stock amendment is to promote the split of 1 share of our company's ordinary shares into 3 shares in the form of a stock Dividend. As of June 2, 2022, our company has a total of 1.036390569 billion ordinary shares in circulation, and the current authorized ordinary shares are 2 billion, which is enough to effectively hold shares. Our board of directors intends to approve the stock split, only pending shareholders' approval of the authorized stock amendment.\"</p><p>After announcing the specific stock split plan, Tesla's stock price, which closed down more than 3% on Friday, quickly turned higher after hours, with an after-hours increase of more than 2.5% at one point.</p><p><img src=\"https://static.tigerbbs.com/81a42d1ba83b82bf18182ab917c38cc7\" tg-width=\"831\" tg-height=\"502\" width=\"100%\" height=\"auto\"/></p><p>If the proposed stock split is passed, it will be Tesla's first stock split since August 30, 2020. Judging from the stock price reaction on Friday, the market clearly expects the shareholders' meeting to approve the stock split.</p><p>After the 1: 5 stock split in 2020, Tesla's stock price soared nearly 80% in five months. On March 28 this year, the day it first disclosed its planned shareholding, Tesla's stock price rose 8%.</p><p>Stock splits are often accompanied by rising stock prices. Recent stock splits by technology giants have also boosted related stock prices. For example, the 20-share split took effect at the beginning of this month<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, a week before the stock split took effect and the last week ending June 3, it rose by more than 6%. However, Tesla's stock split coincides with the Federal Reserve's vow to suppress the aggressive rate hike of high inflation, and technology stocks bear the brunt of the hit. Tesla's stock price may not be able to reap the dividends of the stock split as it did in the past.</p><p>This week, Amazon failed to withstand the prospect of aggressive rate hike from the Federal Reserve. On the day it was announced that the U.S. CPI growth rate exceeded expectations and hit a 40-year high, Amazon's stock price fell by more than 5% in one day this Friday, and fell by more than 10% throughout the week, ranking first among blue-chip technology stocks. Tesla fell nearly 1% this week, the relatively smallest decline.</p><p>Tesla also disclosed in documents on Friday that Larry Ellison, director of the company, will step down. Ellison decided this month not to continue as a director after his personal term expires at the time of the 2022 AGM.</p><p>Tesla's board of directors currently expects to reduce the number of board seats after Ellison's term expires, so it may not submit applications to select more than two board seats.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3661693\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4511":"特斯拉概念","BK4555":"新能源车","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","TSLA":"特斯拉","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4099":"汽车制造商"},"source_url":"https://wallstreetcn.com/articles/3661693","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2242002803","content_text":"美东时间6月10日周五美股盘后公布的递交监管方文件显示，特斯拉计划在8月2日的股东大会上讨论通过拆股的提议。文件称：“授权股票修正案的主要目的是推动以股票股息形式将我司普通股1股拆为3股。截至2022年6月2日，我司共有流通普通股10.36390569亿股，目前的授权普通股为20亿，足以有效持股。我司董事会有意批准拆股，只待股东批准授权股票修正案。”公布具体拆股计划后，周五收跌逾3%的特斯拉股价盘后迅速转涨，盘后涨幅一度超过2.5%。若拆股提议获得通过，这将是特斯拉自2020年8月30以来首次拆股。从周五股价反应看，市场显然预计股东会批准此次拆股。2020年的1:5比例拆股后，特斯拉股价在五个月内大涨近80%。今年3月28日首次披露计划持股当天，特斯拉股价大涨8%。拆股往往伴随着股价上涨。科技巨头近期拆股也曾提振相关股价。比如本月初1股拆20股生效的亚马逊，在拆股生效前一周、截至6月3日的上周就累涨了6%以上。但特斯拉此次拆股正逢美联储誓要为打压高通胀激进加息，科技股首当其冲最受打击，特斯拉股价可能无法像过去那样吃到拆股的红利。本周，亚马逊就未能扛住美联储的激进加息前景的打击。在公布美国CPI增速超预期创四十年新高当天，本周五亚马逊股价一日跌超5%，全周累计跌超10%，在蓝筹科技股中跌幅居首。特斯拉本周跌近1%，跌幅在其中相对最小。本周五特斯拉还在文件中披露，该司董事Larry Ellison将卸任。Ellison本月决定，在2022年年度股东大会时，他的个人任期到期后，不再继续担任董事。特斯拉董事会目前预计，在Ellison任期届满后，将减少董事会席位，因此可能不会递交选出超过2个董事席位人选的申请。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008593132,"gmtCreate":1641478971076,"gmtModify":1676533619142,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008593132","repostId":"1186653886","repostType":4,"repost":{"id":"1186653886","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":1641472437,"share":"https://ttm.financial/m/news/1186653886?lang=en_US&edition=fundamental","pubTime":"2022-01-06 20:33","market":"us","language":"zh","title":"3B Home Q3 net sales of $1.88 billion, miss the market expectation","url":"https://stock-news.laohu8.com/highlight/detail?id=1186653886","media":"老虎资讯综合","summary":"1月6日，3B家居发布2021财年第三季度业绩。财报显示，第三季度净销售额18.8亿美元，市场预期为19.5亿美元；第三季度调整后每股亏损为0.25美元。预计第四季度净销售额约为21亿美元，市场预期为","content":"<p><html><head></head><body>January 6th,<a href=\"https://laohu8.com/S/BBBY\">3B Home</a>Release of third quarter fiscal 2021 results. The financial report shows that net sales in the third quarter were US $1.88 billion, compared with market expectations of US $1.95 billion; Adjusted loss per share for the third quarter was $0.25.</p><p>Net sales in the fourth quarter are expected to be approximately $2.1 billion, compared with market expectations of $2.26 billion; The high-end range of Q4 EPS is expected to be $2.10 to $2.25; Lowered its net sales outlook for the current fiscal year.</p><p><img src=\"https://static.tigerbbs.com/2ad5237480b0d69c1b39a51eaecd5cfc\" tg-width=\"932\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>After the financial report was announced, the stock price of 3B Home Furnishing plummeted before the market opened, once fell by more than 10%, and then turned from falling to rising, and is now up by more than 9%.</p><p><img src=\"https://static.tigerbbs.com/c083c4f815c9d6d557d08cce1c403cd7\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p>Before the US stock market opened, 3B Home Furnishing announced its financial results for the third quarter of fiscal year 2021. The financial report shows that the company's Q3 net sales were US $1.878 billion, compared with US $2.618 billion in the same period last year, a year-on-year decrease of 28%; The net loss was US $276 million, compared with a loss of US $75.441 million in the same period last year.</p><p>Basic loss per share and diluted loss per share were both US $2.78, compared with a loss of US $0.61 in the same period last year.</p><p>Adjusted diluted loss per share was $0.25, compared with a profit of $0.08 in the same period last year; Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was $41 million, compared with $121 million in the same period last year.</p><p>Gross profit was $669 million, compared with $957 million in the same period last year. Gross profit margin was 35.6%, compared with 36.5% in the same period last year, a year-on-year decrease of 90 basis points; Adjusted gross profit margin was 35.9%.</p><p>Comparable sales decreased 7% from Q3 FY 2020 and 4% from Q3 FY 2019.</p><p>In the third quarter, the company returned approximately $120 million to shareholders through share repurchases, and it has returned more than $700 million in total since announcing its share repurchase program in October 2020.</p><p>Looking ahead, the company expects: net sales of approximately $2.1 billion in the fourth quarter of fiscal 2021, adjusted gross margin of between 32.5% and 33.0%, adjusted EBITDA of between $80 million and $100 million, and adjusted diluted earnings per share of between $0.00 and $0.15.</p><p>For full-year fiscal 2021, the company expects net sales of approximately $7.9 billion, high-single-digit growth in comparable sales, adjusted gross margin of between 34.0% and 34.5%, adjusted EBITDA of between $290 million and $310 million, and adjusted diluted earnings per share of between-$0.15 and $0.00.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3B Home Q3 net sales of $1.88 billion, miss the market expectation</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\">\n3B Home Q3 net sales of $1.88 billion, miss the market expectation\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-06 20:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>January 6th,<a href=\"https://laohu8.com/S/BBBY\">3B Home</a>Release of third quarter fiscal 2021 results. The financial report shows that net sales in the third quarter were US $1.88 billion, compared with market expectations of US $1.95 billion; Adjusted loss per share for the third quarter was $0.25.</p><p>Net sales in the fourth quarter are expected to be approximately $2.1 billion, compared with market expectations of $2.26 billion; The high-end range of Q4 EPS is expected to be $2.10 to $2.25; Lowered its net sales outlook for the current fiscal year.</p><p><img src=\"https://static.tigerbbs.com/2ad5237480b0d69c1b39a51eaecd5cfc\" tg-width=\"932\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>After the financial report was announced, the stock price of 3B Home Furnishing plummeted before the market opened, once fell by more than 10%, and then turned from falling to rising, and is now up by more than 9%.</p><p><img src=\"https://static.tigerbbs.com/c083c4f815c9d6d557d08cce1c403cd7\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p>Before the US stock market opened, 3B Home Furnishing announced its financial results for the third quarter of fiscal year 2021. The financial report shows that the company's Q3 net sales were US $1.878 billion, compared with US $2.618 billion in the same period last year, a year-on-year decrease of 28%; The net loss was US $276 million, compared with a loss of US $75.441 million in the same period last year.</p><p>Basic loss per share and diluted loss per share were both US $2.78, compared with a loss of US $0.61 in the same period last year.</p><p>Adjusted diluted loss per share was $0.25, compared with a profit of $0.08 in the same period last year; Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was $41 million, compared with $121 million in the same period last year.</p><p>Gross profit was $669 million, compared with $957 million in the same period last year. Gross profit margin was 35.6%, compared with 36.5% in the same period last year, a year-on-year decrease of 90 basis points; Adjusted gross profit margin was 35.9%.</p><p>Comparable sales decreased 7% from Q3 FY 2020 and 4% from Q3 FY 2019.</p><p>In the third quarter, the company returned approximately $120 million to shareholders through share repurchases, and it has returned more than $700 million in total since announcing its share repurchase program in October 2020.</p><p>Looking ahead, the company expects: net sales of approximately $2.1 billion in the fourth quarter of fiscal 2021, adjusted gross margin of between 32.5% and 33.0%, adjusted EBITDA of between $80 million and $100 million, and adjusted diluted earnings per share of between $0.00 and $0.15.</p><p>For full-year fiscal 2021, the company expects net sales of approximately $7.9 billion, high-single-digit growth in comparable sales, adjusted gross margin of between 34.0% and 34.5%, adjusted EBITDA of between $290 million and $310 million, and adjusted diluted earnings per share of between-$0.15 and $0.00.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4178":"家庭装饰零售","BBBY":"Bed Bath & Beyond, Inc.","BK4547":"WSB热门概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186653886","content_text":"1月6日，3B家居发布2021财年第三季度业绩。财报显示，第三季度净销售额18.8亿美元，市场预期为19.5亿美元；第三季度调整后每股亏损为0.25美元。预计第四季度净销售额约为21亿美元，市场预期为22.6亿美元；预计第四季度每股收益高端区间为2.10美元至2.25美元；下调本财年净销售额前景。财报公布后，3B家居盘前股价直线下跌一度跌超10%，随后由跌转涨，现涨超9%美股盘前，3B家居公布了其2021财年第三季度财务业绩。财报显示，该公司Q3净销售额为18.78亿美元，上年同期为26.18亿美元，同比下降28%；净亏损为2.76亿美元，上年同期为亏损7544.1万美元。每股基本亏损及摊薄后每股亏损均为2.78美元，上年同期为亏损0.61美元。经调整后的摊薄后每股亏损为0.25美元，上年同期为盈利0.08美元;经调整后的息税折旧摊销前利润(EBITDA)为4100万美元，上年同期为1.21亿美元。毛利润为6.69亿美元，上年同期为9.57亿美元。毛利率为35.6%，上年同期为36.5%，同比下降90个基点;经调整后的毛利率为35.9%。可比销售额较2020财年第三季度下降7%，较2019财年第三季度下降4%。三季度，该公司通过股票回购向股东返还了约1.2亿美元，自2020年10月宣布股票回购计划以来合计返还了超过7亿美元。展望未来，该公司预计：2021财年第四季度净销售额为约21亿美元，经调整后的毛利率在32.5%至33.0%之间，经调整后的EBITDA在8000万美元至1亿美元之间，经调整后的摊薄后每股收益在0.00美元至0.15美元之间。该公司预计2021财年全年，净销售额为约79亿美元，可比销售额将有高个位数增长，经调整后的毛利率在34.0%至34.5%之间，经调整后的EBITDA在2.9亿美元至3.1亿美元之间，经调整后的摊薄后每股收益在-0.15美元至0.00美元之间。","news_type":1,"symbols_score_info":{"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":3161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001012134,"gmtCreate":1641101743603,"gmtModify":1676533572767,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001012134","repostId":"2200446614","repostType":4,"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056012731,"gmtCreate":1654911327123,"gmtModify":1676535532332,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056012731","repostId":"2242322868","repostType":4,"repost":{"id":"2242322868","kind":"news","pubTimestamp":1654905481,"share":"https://ttm.financial/m/news/2242322868?lang=en_US&edition=fundamental","pubTime":"2022-06-11 07:58","market":"us","language":"zh","title":"The U.S. CPI exploded again in May! Soaring energy and service costs are the main reason","url":"https://stock-news.laohu8.com/highlight/detail?id=2242322868","media":"智通财经","summary":"智通财经APP获悉，由于汽油价格触及纪录高位、以及服务成本进一步上升，美国5月消费者价格指数(CPI)加速上涨。周五，美国劳工统计局公布的数据显示，美国5月CPI同比上涨8.6%，较上个月的8.3%进","content":"<p><html><head></head><body>Zhitong Finance APP learned that the U.S. consumer price index (CPI) accelerated in May as gasoline prices hit record highs and service costs further rose.</p><p>On Friday, data released by the U.S. Bureau of Labor Statistics showed that the U.S. CPI rose by 8.6% year-on-year in May, further accelerating from 8.3% last month, hitting a new high since December 1981 and higher than market expectations of 8.3%; CPI rose 1% month-on-month in May, higher than market expectations of 0.7% and 0.3% last month. In addition, core CPI excluding food and energy increased by 0.6% month-on-month and 6.0% year-on-year, both higher than expected.</p><p>Energy costs have dominated the surge in the overall CPI, with the energy price index rising 34.6% year-on-year, the largest year-on-year increase since September 2005. According to data from the American Automobile Association (AAA), gasoline prices in the United States surged in May, with the average price reaching about $4.37 per gallon. It is worth mentioning that as of last Friday, gasoline prices continued to rise to around $5 per gallon levels.</p><p>The further acceleration of inflation in May was also driven by higher prices for other commodities such as food. Under the influence of factors such as the Russia-Ukraine conflict and supply chain disruptions, food prices have risen sharply; Additionally, services such as rentals, hotel accommodations, and air travel have high prices. Markets had hoped that consumers' shifting spending from goods to services would help curb inflation, but a tight labor market is pushing up wages, which in turn leads to higher service prices.</p><p>Rising inflation may force the Federal Reserve to continue its aggressive rate hike to curb inflation. The Federal Reserve has hinted that it will rate hike 50 basis points each at its June and July meetings, and may also rate hike 50 basis points at its September meeting.</p><p>Citigroup analyst Veronica Clark said that the month-on-month inflation data continues to be strong, and the Fed may more explicitly issue a rate hike of 50 basis points or more until the inflation data shows a convincing slowdown.</p><p></body></html></p>","source":"stock_zhitongcaijing","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 U.S. CPI exploded again in May! Soaring energy and service costs are the main reason</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 U.S. CPI exploded again in May! Soaring energy and service costs are the main reason\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-06-11 07:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Zhitong Finance APP learned that the U.S. consumer price index (CPI) accelerated in May as gasoline prices hit record highs and service costs further rose.</p><p>On Friday, data released by the U.S. Bureau of Labor Statistics showed that the U.S. CPI rose by 8.6% year-on-year in May, further accelerating from 8.3% last month, hitting a new high since December 1981 and higher than market expectations of 8.3%; CPI rose 1% month-on-month in May, higher than market expectations of 0.7% and 0.3% last month. In addition, core CPI excluding food and energy increased by 0.6% month-on-month and 6.0% year-on-year, both higher than expected.</p><p>Energy costs have dominated the surge in the overall CPI, with the energy price index rising 34.6% year-on-year, the largest year-on-year increase since September 2005. According to data from the American Automobile Association (AAA), gasoline prices in the United States surged in May, with the average price reaching about $4.37 per gallon. It is worth mentioning that as of last Friday, gasoline prices continued to rise to around $5 per gallon levels.</p><p>The further acceleration of inflation in May was also driven by higher prices for other commodities such as food. Under the influence of factors such as the Russia-Ukraine conflict and supply chain disruptions, food prices have risen sharply; Additionally, services such as rentals, hotel accommodations, and air travel have high prices. Markets had hoped that consumers' shifting spending from goods to services would help curb inflation, but a tight labor market is pushing up wages, which in turn leads to higher service prices.</p><p>Rising inflation may force the Federal Reserve to continue its aggressive rate hike to curb inflation. The Federal Reserve has hinted that it will rate hike 50 basis points each at its June and July meetings, and may also rate hike 50 basis points at its September meeting.</p><p>Citigroup analyst Veronica Clark said that the month-on-month inflation data continues to be strong, and the Fed may more explicitly issue a rate hike of 50 basis points or more until the inflation data shows a convincing slowdown.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/737275.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"159945":"能源","CPI":"IQ Real Return ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/737275.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242322868","content_text":"智通财经APP获悉，由于汽油价格触及纪录高位、以及服务成本进一步上升，美国5月消费者价格指数(CPI)加速上涨。周五，美国劳工统计局公布的数据显示，美国5月CPI同比上涨8.6%，较上个月的8.3%进一步加速，创1981年12月以来新高，高于市场预期的8.3%;5月CPI环比增长1%，高于市场预期的0.7%以及上个月的0.3%。此外，不包括食品和能源的核心CPI环比增长0.6%，同比增长6.0%，都高于预期。能源成本主导了整体CPI的飙升，能源价格指数同比上涨了34.6%，是自2005年9月以来最大的同比涨幅。根据美国汽车协会(AAA)的数据，美国5月份汽油价格大涨，平均价格达到每加仑4.37美元左右。值得一提的是，截至上周五，汽油价格继续上涨至每加仑5美元左右的水平。5月通胀进一步加速还受到食品等其他商品价格上涨的推动。在俄乌冲突及供应链中断等因素影响下，食品价格大幅上涨;此外，租金、酒店住宿和航空旅行等服务的价格也很高。市场曾希望，消费者将支出由商品转向服务有助于抑制通胀，但紧张的劳动力市场正在推高工资，进而导致服务价格上涨。通胀升温可能迫使美联储继续大幅度加息以遏制通胀。美联储已暗示将在6月和7月的会议上各加息50个基点，且有可能在9月会议上同样加息50个基点。花旗集团分析师Veronica Clark表示，通胀环比数据持续强劲，美联储可能将更明确地加息50个基点乃至更多，直到通胀数据出现令人信服的放缓。","news_type":1,"symbols_score_info":{"159945":1,"CPI":1}},"isVote":1,"tweetType":1,"viewCount":2535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056012480,"gmtCreate":1654911314740,"gmtModify":1676535532344,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056012480","repostId":"2242863322","repostType":4,"repost":{"id":"2242863322","kind":"news","pubTimestamp":1654907023,"share":"https://ttm.financial/m/news/2242863322?lang=en_US&edition=fundamental","pubTime":"2022-06-11 08:23","market":"us","language":"zh","title":"Next week's Fed meeting hits, interest rate path is in focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2242863322","media":"智通财经","summary":"美联储可能会继续采取鹰派立场来对抗通胀，利率预期将于2023年攀升至3%以上。美联储可能下周继续加息50个基点，并在7月延续相同的加息幅度，而在9月放缓至25个基点的幅度。2022年底的利率预期值为2","content":"<p><html><head></head><body>The Fed will likely continue to take a hawkish stance to fight inflation, with interest rates expected to climb above 3% in 2023.</p><p>The Fed may continue its rate hike of 50 basis points next week and continue the same rate hike in July, after slowing to 25 basis points in September. Interest rates are expected to be 2.6% at the end of 2022 and 3.1% in 2023. The benchmark policy rate currently ranges from 0.75% to 1%.</p><p>Zhitong Finance APP has reported that Federal Reserve Chairman Powell has been cautious to avoid disclosing how high interest rates will reach, which makes the bank's quarterly path forecast of interest rates the focus of investors' attention. The Federal Reserve will issue a statement and the latest economic forecast results in the early hours of next Thursday morning.</p><p><img src=\"https://static.tigerbbs.com/ca7a2fb4c85c0247018fcaf79ff5f9cd\" tg-width=\"639\" tg-height=\"455\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Not only have investors priced in the 50 basis point rate hike margin that Powell has hinted at many times, they also expect a similar-sized rate hike in September and further rate hike in November and December, but economists expect the Fed to set a less aggressive path for interest rates than the market expected.</p><p>Powell is trying to steer the economy towards a \"soft landing\", and economists' forecasts almost match the Fed's interest rate path forecast. The policy's interest rate target range peaks at 2.75% in December and 3% by the end of 2023. Rates peaked at 3.25% during monetary tightening. Economist Anna Wang expects the interest rate path to become more hawkish, with the median rate of 3% in 2023 continuing into 2024, which will be lower than the current terminal rate of 3.5% implied in the euro.</p><p><img src=\"https://static.tigerbbs.com/7b2a2a7b398bba4d59e7c9d588d4eba8\" tg-width=\"630\" tg-height=\"425\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Fed is also likely to raise its forecast for price increases due to the persistence of inflation: inflation is expected to grow at 4.9% in 2022, 2.8% in 2023, and 2.3% in 2024. Once the long-term expected target was 2%.</p><p>At the same time, the Federal Reserve predicts that the unemployment rate in 2023 and 2024 will be higher than this year's forecast of 3.5%, and the unemployment rate in May this year was 3.6%.</p><p>Jonathan Millar, an economist at Barclays, said that the rate hike is unabated and the real estate industry is showing weakness. It is expected that U.S. GDP growth will slow down in 2023 and the unemployment rate will further rise next year.</p><p><img src=\"https://static.tigerbbs.com/306edc74e3f49f27800739a4105ee32e\" tg-width=\"632\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Federal Reserve plans to liquidate maturing securities starting this month, and the Fed is gradually shrinking its balance sheet with a growth target of $1.1 trillion. Economists expect the balance sheet to shrink to $8.4 trillion by year-end and $6.7 trillion by December 2024.</p><p>The Fed is understood to resort to outright sales of mortgage-backed securities, consistent with their preference to hold only Treasury Bond for a longer period of time. The market has different views on the timing of the sale, and most of them believe that it will start next year.</p><p><img src=\"https://static.tigerbbs.com/57b353a899af904153eed44b8e30bebc\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Economists have different expectations for the U.S. economic outlook. 31% believe that a recession will occur in the next two years, 21% believe that there may be zero or negative growth for a period of time, and the rest hope that the Federal Reserve can achieve a \"soft landing\" of the economy.</p><p>Philip Marey, senior U.S. strategist at Rabobank, said that a \"soft landing\" of the U.S. economy will be difficult to achieve because the impact of rate hike has a certain lag.</p><p>Most economists expect the Fed to stop tightening altogether when inflation falls to around 2%. Another view is that rate hike will stop when the core inflation rate (excluding volatile food and energy) drops to around 2.6%.</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Next week's Fed meeting hits, interest rate path is in focus</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\">\nNext week's Fed meeting hits, interest rate path is in focus\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-06-11 08:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Fed will likely continue to take a hawkish stance to fight inflation, with interest rates expected to climb above 3% in 2023.</p><p>The Fed may continue its rate hike of 50 basis points next week and continue the same rate hike in July, after slowing to 25 basis points in September. Interest rates are expected to be 2.6% at the end of 2022 and 3.1% in 2023. The benchmark policy rate currently ranges from 0.75% to 1%.</p><p>Zhitong Finance APP has reported that Federal Reserve Chairman Powell has been cautious to avoid disclosing how high interest rates will reach, which makes the bank's quarterly path forecast of interest rates the focus of investors' attention. The Federal Reserve will issue a statement and the latest economic forecast results in the early hours of next Thursday morning.</p><p><img src=\"https://static.tigerbbs.com/ca7a2fb4c85c0247018fcaf79ff5f9cd\" tg-width=\"639\" tg-height=\"455\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Not only have investors priced in the 50 basis point rate hike margin that Powell has hinted at many times, they also expect a similar-sized rate hike in September and further rate hike in November and December, but economists expect the Fed to set a less aggressive path for interest rates than the market expected.</p><p>Powell is trying to steer the economy towards a \"soft landing\", and economists' forecasts almost match the Fed's interest rate path forecast. The policy's interest rate target range peaks at 2.75% in December and 3% by the end of 2023. Rates peaked at 3.25% during monetary tightening. Economist Anna Wang expects the interest rate path to become more hawkish, with the median rate of 3% in 2023 continuing into 2024, which will be lower than the current terminal rate of 3.5% implied in the euro.</p><p><img src=\"https://static.tigerbbs.com/7b2a2a7b398bba4d59e7c9d588d4eba8\" tg-width=\"630\" tg-height=\"425\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Fed is also likely to raise its forecast for price increases due to the persistence of inflation: inflation is expected to grow at 4.9% in 2022, 2.8% in 2023, and 2.3% in 2024. Once the long-term expected target was 2%.</p><p>At the same time, the Federal Reserve predicts that the unemployment rate in 2023 and 2024 will be higher than this year's forecast of 3.5%, and the unemployment rate in May this year was 3.6%.</p><p>Jonathan Millar, an economist at Barclays, said that the rate hike is unabated and the real estate industry is showing weakness. It is expected that U.S. GDP growth will slow down in 2023 and the unemployment rate will further rise next year.</p><p><img src=\"https://static.tigerbbs.com/306edc74e3f49f27800739a4105ee32e\" tg-width=\"632\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Federal Reserve plans to liquidate maturing securities starting this month, and the Fed is gradually shrinking its balance sheet with a growth target of $1.1 trillion. Economists expect the balance sheet to shrink to $8.4 trillion by year-end and $6.7 trillion by December 2024.</p><p>The Fed is understood to resort to outright sales of mortgage-backed securities, consistent with their preference to hold only Treasury Bond for a longer period of time. The market has different views on the timing of the sale, and most of them believe that it will start next year.</p><p><img src=\"https://static.tigerbbs.com/57b353a899af904153eed44b8e30bebc\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Economists have different expectations for the U.S. economic outlook. 31% believe that a recession will occur in the next two years, 21% believe that there may be zero or negative growth for a period of time, and the rest hope that the Federal Reserve can achieve a \"soft landing\" of the economy.</p><p>Philip Marey, senior U.S. strategist at Rabobank, said that a \"soft landing\" of the U.S. economy will be difficult to achieve because the impact of rate hike has a certain lag.</p><p>Most economists expect the Fed to stop tightening altogether when inflation falls to around 2%. Another view is that rate hike will stop when the core inflation rate (excluding volatile food and energy) drops to around 2.6%.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/737269.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4534":"瑞士信贷持仓","DXD":"两倍做空道琼30指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares",".SPX":"S&P 500 Index","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","DOG":"道指ETF-ProShares做空","SDS":"两倍做空标普500 ETF-ProShares","BK4559":"巴菲特持仓","BK4504":"桥水持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","OEX":"标普100","IVV":"标普500ETF-iShares","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","DJX":"1/100道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/737269.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242863322","content_text":"美联储可能会继续采取鹰派立场来对抗通胀，利率预期将于2023年攀升至3%以上。美联储可能下周继续加息50个基点，并在7月延续相同的加息幅度，而在9月放缓至25个基点的幅度。2022年底的利率预期值为2.6%，2023年为3.1%。目前基准政策利率的范围为0.75%至1%。智通财经APP曾报道，美联储主席鲍威尔一直谨慎地避免透露利率将达到多高，这使得该行对利率的季度路径预测成为投资者关注的焦点。美联储将于下周四凌晨发表声明和最新经济预测结果。投资者不仅对鲍威尔多次暗示的50个基点加息幅度进行了定价，他们还预计9月会有类似规模的加息，并且会在11月和12月进一步加息，但经济学家预计美联储制定的利率路径没有市场预期的那么激进。鲍威尔正试图将经济引向“软着陆”，经济学家们的预测与美联储利率路径预测几乎吻合，政策的利率目标区间峰值为在12月达到2.75%，在2023年底达到3%，在货币紧缩期间的利率峰值达到3.25%。经济学家Anna Wang预计利率路径将变得更加鹰派，2023年的中位数利率3%将持续到2024年，这将低于目前欧元隐含的3.5%的终端利率。美联储还可能会因通胀的持久性提高对物价上涨的预测：2022年通胀的增长预期为4.9%，2023年为2.8%，2024年为2.3%。曾经的长期预期目标为2%。同时，美联储预测2023年和2024年的失业率将高于今年3.5%的预测值，今年5月份的失业率为3.6%。巴克莱经济学家Jonathan Millar表示，加息热度不减，房地产行业尽显疲软，预计2023年美国GDP增长将放缓，明年的失业率将进一步拉升。美联储计划从本月开始对到期证券进行清算，美联储正在以1.1万亿美元的增速目标逐步缩减资产负债表。经济学家预计，到年底资产负债表将缩减至8.4万亿美元，2024年12月将降至6.7万亿美元。据了解，美联储将诉诸于直接出售抵押贷款支持的证券，这与他们较长时间内只持有国债的偏好一致。市场对出售时间均持有不同看法，大部分观点认为将于明年开始。经济学家们对美国经济前景抱有不同的预期，31%的人认为衰退将在未来两年内出现，21%的人认为一段时间内可能出现零增长或负增长，其余的人则希望美联储能实现经济“软着陆”。荷兰合作银行高级美国策略师Philip Marey称，美国经济“软着陆”将很难实现，因为加息所带来的影响具有一定的滞后性。大多数经济学家预计，美联储将在通胀率降至2%左右时完全停止紧缩政策。另一部分观点认为在核心通胀率(不包括波动较大的食品和能源)降至2.6%左右时，加息就会停止。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"MNQmain":0.6,"SDS":0.6,"UPRO":0.6,"IVV":0.6,"SPY":1,"SPXU":0.6,"SQQQ":0.6,"SDOW":0.6,"QID":0.6,"OEX":0.6,"QQQ":0.6,"TQQQ":0.6,".SPX":0.6,"SH":0.6,"QLD":0.6,"UDOW":0.6,"ESmain":0.6,"PSQ":0.6,"DXD":0.6,"SSO":0.6,"OEF":0.6,"DJX":0.6,".IXIC":1,"DOG":0.6,"NQmain":0.6,"DDM":0.6}},"isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056012837,"gmtCreate":1654911304229,"gmtModify":1676535532318,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056012837","repostId":"2242583425","repostType":4,"repost":{"id":"2242583425","kind":"news","pubTimestamp":1654909625,"share":"https://ttm.financial/m/news/2242583425?lang=en_US&edition=fundamental","pubTime":"2022-06-11 09:07","market":"us","language":"zh","title":"Ice and fire in Station B's financial report, revenue slows down and losses expand","url":"https://stock-news.laohu8.com/highlight/detail?id=2242583425","media":"雷达财经","summary":"提出盈利目标后，B站的亏损反而扩大了。6月9日，B站发布2022年第一季度财报。财报显示，B站一季度营收达50.54亿元，同比增长30%；净亏损22.82亿元，同比扩大超150%；调整后净亏损16.5","content":"<p><html><head></head><body>After proposing the profit target, Station B's losses expanded.</p><p>On June 9, Station B released its financial report for the first quarter of 2022. The financial report shows that Station B's revenue in the first quarter reached 5.054 billion yuan, a year-on-year increase of 30%; The net loss was 2.282 billion yuan, an increase of more than 150% year-on-year; The adjusted net loss was 1.65 billion yuan, an increase of more than 85% year-on-year.</p><p>From the perspective of revenue growth rate, Station B is getting slower and slower, and the growth rate in the first quarter is far lower than the 61% growth rate in 2021. At the same time, the loss of Station B is still serious, with a net loss of 2.282 billion yuan exceeding market expectations of 1.833 billion yuan. This also makes it more difficult for the company to achieve the short-term goal of \"narrowing the Non-GAAP operating loss rate year-on-year from 2022\".</p><p>On the bright side, the number of users of Station B continues to grow. In the first quarter, the average monthly active users of Station B increased by 31% year-on-year to 294 million; The average monthly active users of mobile terminals increased by 33% year-on-year to 276 million.</p><p>Chen Rui, chairman and CEO of Station B, once said that before 2023, the number of monthly active users of Station B can reach 400 million. According to the current growth rate, Station B is getting closer and closer to the goal of 400 million users. However, how to make users have quality growth, such as outputting high-quality content to improve user stickiness and increase user intention to pay, is the direction that the company needs to continue to work hard.</p><p>In addition, Station B has a long way to go to relieve the market's concerns about its profitability. So far, the company has not been able to come up with a strong commercialization plan.</p><p><b>Rapid revenue growth becomes more difficult</b></p><p>Compared with historical data, Station B is becoming slower and slower.</p><p><a href=\"https://laohu8.com/S/300033\">Straight flush</a>iFinD data shows that from 2016 to 2020, the revenue growth rates of Station B were 299.49%, 371.7%, 67.27%, 64.16% and 77.03% respectively. In 2021, the total revenue of Station B will be 19.384 billion yuan, a year-on-year growth rate of 61.54%, the lowest level in the past six years.</p><p>Entering 2021, in the first half of the year, the epidemic situation in Shanghai and other places in China continued to repeat, and the advertising and e-commerce businesses, including the Internet industry, were affected to varying degrees.</p><p>Station B, whose base camp is located in Shanghai, was also affected. If we look at the quarter-on-quarter comparison, Station B's revenue in the first quarter was 5.054 billion yuan, a decrease of 12.57% from the previous quarter's revenue of 5.781 billion yuan.</p><p>\"We started on March 14th, and more than 8,000 employees in Shanghai started working from home. Only this week began to gradually resume commuting in the company, and all employees will not officially return to work in the company until June 13th, which is equivalent to a full 3 months of home office.\" On the earnings conference call on the evening of June 9th, Chen Rui introduced that the epidemic has an impact on the short-term business of bilibili, such as advertising and e-commerce.</p><p>According to the financial report, in the first quarter, Station B's advertising business revenue was 1.041 billion yuan, a year-on-year increase of 46%, and a decrease of 34.44% from the previous quarter's 1.588 billion yuan. In the current period, games, beauty and skin care, 3C digital, automobiles and food and beverage are its top five advertiser industries.</p><p>Chen Rui said that in the first half of the year, Shanghai and other places were at home or in a static state. In this case, the demand of advertisers for advertising has weakened, and may even be delayed in some places. He judged that the entire advertising industry should be greatly affected in the first quarter, especially in the second quarter.</p><p>In fact, the advertising market, which is sensitive to the macro economy, generally declined in the first half of the year. According to data from the National Bureau of Statistics, in April, the total retail sales of consumer goods were 2.95 trillion yuan, down 11.1% year-on-year. Specific to the company, the first quarter<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Advertising revenue was 1.337 billion yuan, a year-on-year decrease of 30%;<a href=\"https://laohu8.com/S/00700\">Tencent</a>Online advertising revenue fell 18% year-on-year to 18 billion yuan.</p><p>In addition to advertising, the growth rate of Station B's e-commerce business has also slowed down significantly due to logistics obstructions under the epidemic lockdown.</p><p>In the first quarter of 2021, Station B's e-commerce and other business revenue was 603 million yuan, a year-on-year increase of 16% and a month-on-month decrease of 39.87%. Behind it are e-commerce logistics problems caused by the epidemic. Chen Rui believes that the impact will continue into the second quarter. With the gradual recovery of logistics in June, e-commerce transaction volume continues to rise.</p><p>Other revenue segments of Station B include value-added services and game business, of which value-added services account for the majority of total revenue. From surpassing the game business in the fourth quarter of 2020 to the first quarter of 2022, the revenue share of value-added services at station B has increased from 33% to 41%, always ranking first.</p><p>Specifically, the value-added services of Station B mainly include big members, live broadcasts and other services. In the first quarter of this year, the business income of this part was 2.052 billion yuan, an increase of 37% over the same period last year. Judging from the financial report, the growth of value-added service revenue is mainly due to live broadcasts and active paid members.</p><p>In the first quarter, the number of active anchors at Station B increased by 88% year-on-year, and the average monthly paying users of the live broadcast business increased by 60% year-on-year. At the same time, the average monthly paying users reached 27.2 million, a year-on-year increase of 33%; The user payment rate reached a new high, reaching 9.3%.</p><p>Content is the only magic weapon to attract users, so bilibili has invested heavily. Recently, a number of variety shows such as \"90 Dating Agency 2022\", \"Crazy Artist\", and \"Bring Friends to Love Express\" have been launched, and retro old dramas such as \"Romance of the Three Kingdoms\" and \"The Swordsman\" have also been launched.</p><p>The game business was once the \"thigh\" of Station B. The growth rate in the latest quarter was only 16%, and the revenue scale was 1.357 billion yuan. According to the management, Station B recently acquired a studio, three games have been approved, and some other games are in the late approval stage.</p><p>According to the analysis of Dolphin Investment Research, the game version number will restart in April this year, and the cold winter of the industry is expected to fade away. However, for Station B, the current revenue contribution of self-developed games is very small, and it is difficult to see its own explosions appear in the short term. The revenue depends on the prosperity of the overall industry.</p><p>The financial report shows that among the revenue troika of Station B, except for value-added services, which are still in a stage of rapid growth, the growth rate of other businesses is not as good as before due to various factors. The slowdown in growth is by no means good news for Bilibili, which is still losing money.</p><p><b>Still \"burning money\"</b></p><p>For a long time, losses have always been a long-standing problem for Station B.</p><p>Financial data shows that from 2015 to 2021, the net losses of station B will be 569 million yuan, 1.185 billion yuan, 572 million yuan, 616 million yuan, 1.289 billion yuan, 3.012 billion yuan, and 6.789 billion yuan respectively. In 7 years, the company's total net loss reached 14.032 billion yuan.</p><p>After the financial report in the fourth quarter of last year, Station B proposed a strategy of reducing costs and increasing efficiency, \"controlling all the money that should not be spent, and at the same time improving the efficiency of the money that should be spent.\"</p><p>Fan Xin, CFO of Station B, once said that the proportion of the company's marketing expenses in revenue will begin to decline in 2022, and the non-GAAP operating loss rate will narrow year by year from 2022. By improving commercialization efficiency, increasing single MAU revenue, and controlling operating expenses, it is expected to achieve breakeven under non-GAAP by 2024.</p><p>However, judging from the latest performance, Station B is gradually drifting away from breakeven. According to the financial report, the net loss for the quarter was 2.284 billion yuan, compared with 905 million yuan in the same period in 2021; The adjusted net loss was 1.655 billion yuan, compared with 891 million yuan in the same period in 2021.</p><p>At this performance meeting, Chen Rui once again reiterated that the profit target for 2024 will not change. He added that the pressure on gross profit this quarter was mainly due to the epidemic. \"Revenue growth has slowed down, so it highlights the pressure on gross profit. But if you look at the data, you will find that we are not spending more than before.\"</p><p>According to the financial report, the gross profit margin of Station B in the first quarter of this year was 16%, and the gross profit margin from the first to fourth quarters of 2021 was 24%, 22%, 19.6% and 19% respectively.</p><p>Among the company's four segments, advertising and games are the businesses with the highest gross profit margins, but the growth rate of these two businesses has slowed down month-on-month, weakening the company's gross profit level.</p><p>In terms of cost, in the first quarter of 2022, the operating cost of Station B was as high as 4.247 billion yuan, an increase of 43% over the same period in 2021. Among them, the revenue sharing cost (an important part of operating cost) was 2.146 billion yuan, a year-on-year increase of 53%. Operating expenses were 2.7991 billion yuan, an increase of 42% over the same period in 2021.</p><p>The growth rate of costs and expenses is much higher than the growth rate of revenue, eroding the company's profits.</p><p>In terms of split, sales and marketing expenses in the quarter were 1.254 billion yuan, an increase of 25% over the same period last year, mainly due to the increase in brand expenses and sales and sales staff expenses; General and administrative expenses were 535 million yuan, a year-on-year increase of 38%; R&D expenses were 1.009 billion yuan, a year-on-year increase of 74%. This increase was mainly due to the increase in R&D personnel and equity incentive expenses.</p><p>\"Some achievements have been made in reducing costs and increasing efficiency in the first quarter. Affected by the epidemic in the second quarter, some measures will not be reflected until several months later.\" Fan Xin said that under the premise of completing user growth, marketing expenses will decrease in the first quarter. 26%, accounting for 25% of overall revenue from 30% in the fourth quarter of last year to 25% in the first quarter.</p><p>The measures Fan Xin refers to here may be the company's frequent rumors of layoffs in the second quarter.</p><p>Recently, a 46-minute meeting recording of internal employees of Station B has been circulated on the Internet, involving \"reasonable and formal\" layoffs and \"cleaning\" employees, thereby reducing costs, increasing efficiency, and controlling costs.</p><p>In addition, according to Caixin news, a number of Bilibili employees confirmed that Bilibili has started a round of layoffs since mid-May, mainly focusing on games, live broadcasts and commercial businesses. According to two employees who resigned during this round of layoffs, according to the estimation of the number of employees leaving the department, the layoff ratio of the optimized business department is about 20%, while the main station of Station B, which is responsible for user growth, is less affected.</p><p>In response to the news, Station B told the media that the rumors of layoffs are untrue, and there have been some business adjustments recently, so there are no large-scale layoffs along with personnel adjustments.</p><p>In addition, in March of this year, it was revealed that the creative incentive rules of Bilibili's Up owners had changed. Many Up owners reported that the incentives they received had shrunk significantly, or even cut in half. The outside world regarded this as a move by Bilibili to control costs.</p><p>Considering that Shanghai is still under global lockdown in April and May, the advertising and e-commerce of Station B will continue to be affected, and the market expects that Station B's losses may further expand in the next second quarter.</p><p>Perhaps affected by this bad news, on June 10, the Hong Kong stock market of Station B opened down about 14%, and the closing decline narrowed to 5.76%, with a market value of about 85 billion Hong Kong dollars.</p><p><b>\"Imitation\"<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Can it succeed?</b></p><p>The only bright spot of Station B's financial report is the growth of its user scale.</p><p>According to the financial report, in the first quarter of 2022, the average monthly active users of Station B were 294 million, and the monthly active users of the mobile terminal were 277 million, an increase of 31% and 33% respectively compared with the same period in 2021. The average daily active users reached 79.4 million, a year-on-year increase of 32%, and the average daily usage time of users was as long as 95 minutes, a record high.</p><p>The indicators of user activity also performed well. For example, the average monthly interaction volume of the platform has increased by 87%. The average number of active UP owners per month reached 3.8 million, a year-on-year increase of 75%; The average monthly submission volume reached 12.6 million, a year-on-year increase of 63%.</p><p>In addition, as of the end of the first quarter, the number of \"big members\" at Station B was 20.1 million, a year-on-year increase of 25%, of which nearly 80% were annual big members or automatic renewal members, reflecting the stickiness of community content.</p><p>With nearly 300 million monthly active users, how can bilibili create more commercialization opportunities?</p><p>Taking stock of the new actions of Station B in the past six months, the management regards Story-Mode equipped with vertical screen short video content as the next growth focus, hoping to improve the efficiency of advertising monetization.</p><p>Story-Mode has actually been online since the end of 2020. Some users can click on the user avatar in the upper left corner of the APP to jump to the short video waterfall stream and swipe up and down to switch, similar to the modes of Douyin and Kuaishou.</p><p>However, the outside world questioned that Station B's move was \"Douyin\", and the old users on the station did not buy it. Some senior users complained about it day by day, and there were also a large number of submissions on the station that taught people to turn off the vertical screen mode.</p><p>\"Da Sima\", a senior user of station B, does not accept the \"Douyinization\" of station B. \"Our old users have become accustomed to the platform attributes of stationmaster videos of station B. When short videos like Douyin are launched, station B will gradually Losing one's own personality may even shake the mind that has been established in users for a long time.\"</p><p>But the management doesn't think so. In the earnings conference call in the fourth quarter of last year, Chen Rui repeatedly mentioned Story Mode, saying that the daily active user penetration rate of this feature has exceeded 20%, and the proportion of user likes has reached 30%, indicating that users accept and like this feature.</p><p>According to Jiemian News, starting this year, Station B has increased the recommendation of vertical screen videos in the homepage information flow. There are about 3 to 4 vertical screen videos out of every 10 videos. In April, Bilibili launched the Story Mode vertical screen advertising product. Bilibili said that compared with graphic advertisements, vertical screen advertisements have a stronger sense of immersion and better conversion efficiency.</p><p>In the first quarter earnings conference call that just passed, Story Mode was highlighted by Chen Rui again. The Story Mode mode has brought pure increment to Station B. At present, the proportion of broadcast volume has exceeded 20%, expanding new users. consumption time and scenarios.</p><p>For Station B, which urgently needs to improve commercial monetization efficiency, Story Mode can indeed play a role in increasing user stickiness and improving advertising efficiency. But the current situation is that in the face of the near-saturated penetration rate of Doukuai and video accounts, there is not much market space left for Bilibili in the short video field, which may mean that it is difficult for Story Mode to become the leading role of Bilibili.</p><p></body></html></p>","source":"lsy1575359225748","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>Ice and fire in Station B's financial report, revenue slows down and losses expand</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\">\nIce and fire in Station B's financial report, revenue slows down and losses expand\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">雷达财经</strong><span class=\"h-time small\">2022-06-11 09:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After proposing the profit target, Station B's losses expanded.</p><p>On June 9, Station B released its financial report for the first quarter of 2022. The financial report shows that Station B's revenue in the first quarter reached 5.054 billion yuan, a year-on-year increase of 30%; The net loss was 2.282 billion yuan, an increase of more than 150% year-on-year; The adjusted net loss was 1.65 billion yuan, an increase of more than 85% year-on-year.</p><p>From the perspective of revenue growth rate, Station B is getting slower and slower, and the growth rate in the first quarter is far lower than the 61% growth rate in 2021. At the same time, the loss of Station B is still serious, with a net loss of 2.282 billion yuan exceeding market expectations of 1.833 billion yuan. This also makes it more difficult for the company to achieve the short-term goal of \"narrowing the Non-GAAP operating loss rate year-on-year from 2022\".</p><p>On the bright side, the number of users of Station B continues to grow. In the first quarter, the average monthly active users of Station B increased by 31% year-on-year to 294 million; The average monthly active users of mobile terminals increased by 33% year-on-year to 276 million.</p><p>Chen Rui, chairman and CEO of Station B, once said that before 2023, the number of monthly active users of Station B can reach 400 million. According to the current growth rate, Station B is getting closer and closer to the goal of 400 million users. However, how to make users have quality growth, such as outputting high-quality content to improve user stickiness and increase user intention to pay, is the direction that the company needs to continue to work hard.</p><p>In addition, Station B has a long way to go to relieve the market's concerns about its profitability. So far, the company has not been able to come up with a strong commercialization plan.</p><p><b>Rapid revenue growth becomes more difficult</b></p><p>Compared with historical data, Station B is becoming slower and slower.</p><p><a href=\"https://laohu8.com/S/300033\">Straight flush</a>iFinD data shows that from 2016 to 2020, the revenue growth rates of Station B were 299.49%, 371.7%, 67.27%, 64.16% and 77.03% respectively. In 2021, the total revenue of Station B will be 19.384 billion yuan, a year-on-year growth rate of 61.54%, the lowest level in the past six years.</p><p>Entering 2021, in the first half of the year, the epidemic situation in Shanghai and other places in China continued to repeat, and the advertising and e-commerce businesses, including the Internet industry, were affected to varying degrees.</p><p>Station B, whose base camp is located in Shanghai, was also affected. If we look at the quarter-on-quarter comparison, Station B's revenue in the first quarter was 5.054 billion yuan, a decrease of 12.57% from the previous quarter's revenue of 5.781 billion yuan.</p><p>\"We started on March 14th, and more than 8,000 employees in Shanghai started working from home. Only this week began to gradually resume commuting in the company, and all employees will not officially return to work in the company until June 13th, which is equivalent to a full 3 months of home office.\" On the earnings conference call on the evening of June 9th, Chen Rui introduced that the epidemic has an impact on the short-term business of bilibili, such as advertising and e-commerce.</p><p>According to the financial report, in the first quarter, Station B's advertising business revenue was 1.041 billion yuan, a year-on-year increase of 46%, and a decrease of 34.44% from the previous quarter's 1.588 billion yuan. In the current period, games, beauty and skin care, 3C digital, automobiles and food and beverage are its top five advertiser industries.</p><p>Chen Rui said that in the first half of the year, Shanghai and other places were at home or in a static state. In this case, the demand of advertisers for advertising has weakened, and may even be delayed in some places. He judged that the entire advertising industry should be greatly affected in the first quarter, especially in the second quarter.</p><p>In fact, the advertising market, which is sensitive to the macro economy, generally declined in the first half of the year. According to data from the National Bureau of Statistics, in April, the total retail sales of consumer goods were 2.95 trillion yuan, down 11.1% year-on-year. Specific to the company, the first quarter<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Advertising revenue was 1.337 billion yuan, a year-on-year decrease of 30%;<a href=\"https://laohu8.com/S/00700\">Tencent</a>Online advertising revenue fell 18% year-on-year to 18 billion yuan.</p><p>In addition to advertising, the growth rate of Station B's e-commerce business has also slowed down significantly due to logistics obstructions under the epidemic lockdown.</p><p>In the first quarter of 2021, Station B's e-commerce and other business revenue was 603 million yuan, a year-on-year increase of 16% and a month-on-month decrease of 39.87%. Behind it are e-commerce logistics problems caused by the epidemic. Chen Rui believes that the impact will continue into the second quarter. With the gradual recovery of logistics in June, e-commerce transaction volume continues to rise.</p><p>Other revenue segments of Station B include value-added services and game business, of which value-added services account for the majority of total revenue. From surpassing the game business in the fourth quarter of 2020 to the first quarter of 2022, the revenue share of value-added services at station B has increased from 33% to 41%, always ranking first.</p><p>Specifically, the value-added services of Station B mainly include big members, live broadcasts and other services. In the first quarter of this year, the business income of this part was 2.052 billion yuan, an increase of 37% over the same period last year. Judging from the financial report, the growth of value-added service revenue is mainly due to live broadcasts and active paid members.</p><p>In the first quarter, the number of active anchors at Station B increased by 88% year-on-year, and the average monthly paying users of the live broadcast business increased by 60% year-on-year. At the same time, the average monthly paying users reached 27.2 million, a year-on-year increase of 33%; The user payment rate reached a new high, reaching 9.3%.</p><p>Content is the only magic weapon to attract users, so bilibili has invested heavily. Recently, a number of variety shows such as \"90 Dating Agency 2022\", \"Crazy Artist\", and \"Bring Friends to Love Express\" have been launched, and retro old dramas such as \"Romance of the Three Kingdoms\" and \"The Swordsman\" have also been launched.</p><p>The game business was once the \"thigh\" of Station B. The growth rate in the latest quarter was only 16%, and the revenue scale was 1.357 billion yuan. According to the management, Station B recently acquired a studio, three games have been approved, and some other games are in the late approval stage.</p><p>According to the analysis of Dolphin Investment Research, the game version number will restart in April this year, and the cold winter of the industry is expected to fade away. However, for Station B, the current revenue contribution of self-developed games is very small, and it is difficult to see its own explosions appear in the short term. The revenue depends on the prosperity of the overall industry.</p><p>The financial report shows that among the revenue troika of Station B, except for value-added services, which are still in a stage of rapid growth, the growth rate of other businesses is not as good as before due to various factors. The slowdown in growth is by no means good news for Bilibili, which is still losing money.</p><p><b>Still \"burning money\"</b></p><p>For a long time, losses have always been a long-standing problem for Station B.</p><p>Financial data shows that from 2015 to 2021, the net losses of station B will be 569 million yuan, 1.185 billion yuan, 572 million yuan, 616 million yuan, 1.289 billion yuan, 3.012 billion yuan, and 6.789 billion yuan respectively. In 7 years, the company's total net loss reached 14.032 billion yuan.</p><p>After the financial report in the fourth quarter of last year, Station B proposed a strategy of reducing costs and increasing efficiency, \"controlling all the money that should not be spent, and at the same time improving the efficiency of the money that should be spent.\"</p><p>Fan Xin, CFO of Station B, once said that the proportion of the company's marketing expenses in revenue will begin to decline in 2022, and the non-GAAP operating loss rate will narrow year by year from 2022. By improving commercialization efficiency, increasing single MAU revenue, and controlling operating expenses, it is expected to achieve breakeven under non-GAAP by 2024.</p><p>However, judging from the latest performance, Station B is gradually drifting away from breakeven. According to the financial report, the net loss for the quarter was 2.284 billion yuan, compared with 905 million yuan in the same period in 2021; The adjusted net loss was 1.655 billion yuan, compared with 891 million yuan in the same period in 2021.</p><p>At this performance meeting, Chen Rui once again reiterated that the profit target for 2024 will not change. He added that the pressure on gross profit this quarter was mainly due to the epidemic. \"Revenue growth has slowed down, so it highlights the pressure on gross profit. But if you look at the data, you will find that we are not spending more than before.\"</p><p>According to the financial report, the gross profit margin of Station B in the first quarter of this year was 16%, and the gross profit margin from the first to fourth quarters of 2021 was 24%, 22%, 19.6% and 19% respectively.</p><p>Among the company's four segments, advertising and games are the businesses with the highest gross profit margins, but the growth rate of these two businesses has slowed down month-on-month, weakening the company's gross profit level.</p><p>In terms of cost, in the first quarter of 2022, the operating cost of Station B was as high as 4.247 billion yuan, an increase of 43% over the same period in 2021. Among them, the revenue sharing cost (an important part of operating cost) was 2.146 billion yuan, a year-on-year increase of 53%. Operating expenses were 2.7991 billion yuan, an increase of 42% over the same period in 2021.</p><p>The growth rate of costs and expenses is much higher than the growth rate of revenue, eroding the company's profits.</p><p>In terms of split, sales and marketing expenses in the quarter were 1.254 billion yuan, an increase of 25% over the same period last year, mainly due to the increase in brand expenses and sales and sales staff expenses; General and administrative expenses were 535 million yuan, a year-on-year increase of 38%; R&D expenses were 1.009 billion yuan, a year-on-year increase of 74%. This increase was mainly due to the increase in R&D personnel and equity incentive expenses.</p><p>\"Some achievements have been made in reducing costs and increasing efficiency in the first quarter. Affected by the epidemic in the second quarter, some measures will not be reflected until several months later.\" Fan Xin said that under the premise of completing user growth, marketing expenses will decrease in the first quarter. 26%, accounting for 25% of overall revenue from 30% in the fourth quarter of last year to 25% in the first quarter.</p><p>The measures Fan Xin refers to here may be the company's frequent rumors of layoffs in the second quarter.</p><p>Recently, a 46-minute meeting recording of internal employees of Station B has been circulated on the Internet, involving \"reasonable and formal\" layoffs and \"cleaning\" employees, thereby reducing costs, increasing efficiency, and controlling costs.</p><p>In addition, according to Caixin news, a number of Bilibili employees confirmed that Bilibili has started a round of layoffs since mid-May, mainly focusing on games, live broadcasts and commercial businesses. According to two employees who resigned during this round of layoffs, according to the estimation of the number of employees leaving the department, the layoff ratio of the optimized business department is about 20%, while the main station of Station B, which is responsible for user growth, is less affected.</p><p>In response to the news, Station B told the media that the rumors of layoffs are untrue, and there have been some business adjustments recently, so there are no large-scale layoffs along with personnel adjustments.</p><p>In addition, in March of this year, it was revealed that the creative incentive rules of Bilibili's Up owners had changed. Many Up owners reported that the incentives they received had shrunk significantly, or even cut in half. The outside world regarded this as a move by Bilibili to control costs.</p><p>Considering that Shanghai is still under global lockdown in April and May, the advertising and e-commerce of Station B will continue to be affected, and the market expects that Station B's losses may further expand in the next second quarter.</p><p>Perhaps affected by this bad news, on June 10, the Hong Kong stock market of Station B opened down about 14%, and the closing decline narrowed to 5.76%, with a market value of about 85 billion Hong Kong dollars.</p><p><b>\"Imitation\"<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Can it succeed?</b></p><p>The only bright spot of Station B's financial report is the growth of its user scale.</p><p>According to the financial report, in the first quarter of 2022, the average monthly active users of Station B were 294 million, and the monthly active users of the mobile terminal were 277 million, an increase of 31% and 33% respectively compared with the same period in 2021. The average daily active users reached 79.4 million, a year-on-year increase of 32%, and the average daily usage time of users was as long as 95 minutes, a record high.</p><p>The indicators of user activity also performed well. For example, the average monthly interaction volume of the platform has increased by 87%. The average number of active UP owners per month reached 3.8 million, a year-on-year increase of 75%; The average monthly submission volume reached 12.6 million, a year-on-year increase of 63%.</p><p>In addition, as of the end of the first quarter, the number of \"big members\" at Station B was 20.1 million, a year-on-year increase of 25%, of which nearly 80% were annual big members or automatic renewal members, reflecting the stickiness of community content.</p><p>With nearly 300 million monthly active users, how can bilibili create more commercialization opportunities?</p><p>Taking stock of the new actions of Station B in the past six months, the management regards Story-Mode equipped with vertical screen short video content as the next growth focus, hoping to improve the efficiency of advertising monetization.</p><p>Story-Mode has actually been online since the end of 2020. Some users can click on the user avatar in the upper left corner of the APP to jump to the short video waterfall stream and swipe up and down to switch, similar to the modes of Douyin and Kuaishou.</p><p>However, the outside world questioned that Station B's move was \"Douyin\", and the old users on the station did not buy it. Some senior users complained about it day by day, and there were also a large number of submissions on the station that taught people to turn off the vertical screen mode.</p><p>\"Da Sima\", a senior user of station B, does not accept the \"Douyinization\" of station B. \"Our old users have become accustomed to the platform attributes of stationmaster videos of station B. When short videos like Douyin are launched, station B will gradually Losing one's own personality may even shake the mind that has been established in users for a long time.\"</p><p>But the management doesn't think so. In the earnings conference call in the fourth quarter of last year, Chen Rui repeatedly mentioned Story Mode, saying that the daily active user penetration rate of this feature has exceeded 20%, and the proportion of user likes has reached 30%, indicating that users accept and like this feature.</p><p>According to Jiemian News, starting this year, Station B has increased the recommendation of vertical screen videos in the homepage information flow. There are about 3 to 4 vertical screen videos out of every 10 videos. In April, Bilibili launched the Story Mode vertical screen advertising product. Bilibili said that compared with graphic advertisements, vertical screen advertisements have a stronger sense of immersion and better conversion efficiency.</p><p>In the first quarter earnings conference call that just passed, Story Mode was highlighted by Chen Rui again. The Story Mode mode has brought pure increment to Station B. At present, the proportion of broadcast volume has exceeded 20%, expanding new users. consumption time and scenarios.</p><p>For Station B, which urgently needs to improve commercial monetization efficiency, Story Mode can indeed play a role in increasing user stickiness and improving advertising efficiency. But the current situation is that in the face of the near-saturated penetration rate of Doukuai and video accounts, there is not much market space left for Bilibili in the short video field, which may mean that it is difficult for Story Mode to become the leading role of Bilibili.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.163.com/dy/article/H9HKAKBF0539ARRF.html\">雷达财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fd530d268eaf0dad70e510ac1c76857","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩"},"source_url":"https://www.163.com/dy/article/H9HKAKBF0539ARRF.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242583425","content_text":"提出盈利目标后，B站的亏损反而扩大了。6月9日，B站发布2022年第一季度财报。财报显示，B站一季度营收达50.54亿元，同比增长30%；净亏损22.82亿元，同比扩大超150%；调整后净亏损16.5亿元，同比扩大超85%。从营收增速看，B站变得越来越慢了，一季度增速远不及2021年全年增速61%。同时，B站亏损依旧严重，净亏损22.82亿元超出市场预期的18.33亿元，这也让公司实现“2022年开始全年Non-GAAP运营亏损率同比收窄”的短期目标难度陡增。好的一面是，B站的用户还在继续增长。一季度，B站月均活跃用户同比增长31%，达2.94亿；移动端月均活跃用户同比增长33%，达2.76亿。B站董事长兼CEO陈睿曾表示，2023年之前，B站月活用户数可以达到4个亿。按照目前增速来看，B站已经离4亿用户的目标越来越近。不过，如何让用户有质量的增长，比如输出优质内容提升用户粘性、增加用户付费意等，是公司需要持续努力的方向。此外，要解除市场对其盈利能力的担忧，B站任重而道远。至今，公司还未能拿出一个强有力的商业化方案。营收快速增长难度变大对比历史数据，B站变得越来越慢了。同花顺iFinD数据显示，2016-2020年，B站的营收增速分别为299.49%、371.7%、67.27%、64.16%和77.03%。而2021年B站总营收193.84亿元，同比增速61.54%,为近6年以来最低水平。进入2021年，上半年上海等国内多地疫情不断反复，包括互联网产业在内的广告、电商业务均不同程度受到了影响。大本营处于上海的B站，同样被波及。如果环比对照来看，一季度B站50.54亿元营收，环比上个季度57.81亿元的营收下滑12.57%。“我们是3月14日开始，在上海的8000多名员工就开始居家办公。这周才开始逐步恢复在公司通勤，所有的员工要在6月13日才正式回公司上班，相当于整整3个月居家办公。”6月9日晚的财报电话会议上，陈睿介绍，疫情对于B站的短期业务有影响，比如广告、电商。根据财报，一季度，B站广告业务营收10.41亿元，同比增长46%，环比上个季度的15.88亿元下滑34.44%。当期，游戏、美妆护肤、3C数码、汽车和食品饮料是其前五大广告主行业。陈睿表示，上半年包括上海和其他的一些地方都处在居家或者是静态的状态。在这种情况下，广告主投广告的需求减弱了，甚至有的地方可能推迟了。他判断，整个广告行业在一季度，尤其是在二季度，都应该会受到很大的影响。事实上，对宏观经济敏感的广告市场，在上半年呈普遍下降之势。国家统计局数据显示，4月，社会消费品零售总额2.95万亿元，同比下滑11.1%。而具体到公司，一季度爱奇艺广告收入13.37亿元，同比下降30%；腾讯网络广告营收同比下降18%至180亿元。除了广告，B站的电商业务由于疫情封控下物流受阻，增速同样大幅放缓。2021年一季度，B站电商及其他业务营收6.03亿元，同比增长16%，环比下滑39.87%。背后有着疫情造成的电商物流问题，陈睿认为，影响会延续到二季度，随着6月物流逐渐恢复，电商交易额也在持续回升。B站的其他收入板块还有增值服务和游戏业务，其中增值服务在总收入中占据大头。从2020年第四季度超越游戏业务，至2022年第一季度，B站增值服务的营收占比从33%上升至41%，始终排在第一位。具体而言，B站的增值服务主要包括大会员、直播及其他服务。今年一季度，该部分业务收入为20.52亿元，较去年同期增长37%。从财报看，增值服务收入增长主要源于直播和付费会员活跃所致。第一季度，B站活跃主播数同比增长88%，直播业务月均付费用户同比增长了60%。同时，月均付费用户达2720万，同比增长33%；用户付费率是创下了新高，达到了9.3%。内容是吸引用户的不二法宝，为此B站不惜大手笔投入。近期启动了《90婚介所2022》、《疯狂艺术家》、《带朋友恋爱特快》等多项综艺节目，还上线了《三国演义》、《笑傲江湖》等复古老剧。游戏业务是B站曾经的“大腿”，最新一季增速只有16%，营收规模为13.57亿元。据管理层透露，B站近期收购了一个工作室，三款游戏已经获得批准，其他一些游戏正处于后期审批阶段。海豚投研分析认为，今年4月份游戏版号重启，行业寒冬有望褪去。不过对B站而言，目前自研游戏收入贡献非常少，短期内较难看到自己的爆款出现，收入还得依靠整体行业的景气度。财报显示，在B站营收四驾马车中，除了增值服务尚处于高速增长阶段，其他业务由于种种因素增速均大不如前。增速放缓，对于仍在亏损状态的B站，绝非是好消息。还在继续“烧钱”一直以来，亏损都是B站的老大难问题。财务数据显示，2015年-2021年，B站净亏损分别为5.69亿元、11.85亿元、5.72亿元、6.16亿元、12.89亿元、30.12亿元、67.89亿元。7年时间，公司净亏损合计达140.32亿元。去年四季度财报后，B站提出降本增效策略，“把不该花的钱都给控制住，同时该花的钱的效率提得更高。”B站CFO樊欣曾表示，公司营销费用在2022年占收入的比例会开始下降，non-GAAP经营亏损率将从2022年开始逐年缩窄，通过提升商业化效率、提升单MAU收入、控制运营费用，预计到2024年实现non-GAAP下的盈亏平衡。但从最新业绩表现来看，B站离盈亏平衡反而渐行渐远。据财报，当季净亏损额为22.84亿元，2021年同期则为9.05亿元；经调整净亏损为16.55亿元，2021年同期为8.91亿元。这次业绩会上，陈睿再次重申，2024年的盈利目标不会有变化。他补充道，这个季度毛利压力主要是疫情的原因，“收入增长放缓了，所以就凸显出了毛利的压力。但是如果看数据会发现，我们并不是花得比以前多了。”据财报，今年第一季度B站的毛利率为16%，2021年第一至四季度的毛利率分别为24%、22%、19.6%和19%。在目前公司四个板块中，广告和游戏是毛利率最高的业务，但这两项业务增速环比放缓，削弱了公司的毛利水平。成本方面，2022年一季度，B站营业成本高达42.47亿元，较2021年同期增加43%。其中的收入分成成本（营业成本的重要组成部分）为21.46亿元，同比增加53%。经营开支27.99.1亿元，较2021年同期增加42%。成本和费用增幅远高于营收增速，蚕食了公司的利润。拆分来看，当季销售与营销费用为12.54亿元，较上年同期增长25%，主要是品牌开支以及销售及销售人员费用增加所致；一般及行政开支为5.35亿元，同比增加38%；研发开支为10.09亿元,同比增加74%，此项增加主要由于研发人员及股权激励费用增加所致。“一季度降本增效已经取得一些成绩，二季度受到疫情影响，有些措施要晚几个月才会体现出来。”樊欣谈到，在完成用户增长前提下，市场营销费用在一季度环比降低26%，占整体收入比例从去年四季度的30%下降至一季度的25%。樊欣这里所指的措施，可能是公司二季度频频出现的裁员传闻。近期，网络流传B站内部员工46分钟会议录音，涉及“合理正规”裁员、“清洗”员工，从而降本增效、成本控制等。另外，据财新消息，多名B站员工证实，B站自5月中旬开启一轮裁员，主要集中在游戏、直播和商业化业务。据两名在本轮裁员中离职的员工透露，按照部门员工离职人数估算，优化的业务部门裁员比例约为20%，而负责用户增长的B站主站受影响较小。针对该消息，B站告诉媒体，裁员传闻不实，近期有部分业务调整，因此伴随人员调整，没有大规模裁员。除此之外，今年三月份，B站Up主创作激励规则被爆有所变更，不少Up主反映到手激励大幅缩水，甚至腰斩，外界将此视为B站控制成本之举。考虑到4、5 月上海也仍然处于全域封控中，B站的广告和电商因此受到的影响会持续，市场预计B站在接下来的二季度中亏损有可能进一步扩大。或是受此利空消息影响，6月10日，B站港股开盘跌约14%，收盘跌幅收窄至5.76%，市值约为850亿港元。“模仿”抖音能成功吗？B站财报的唯一亮点，在于其用户规模的增长。据财报，2022年一季度，B站月均活跃用户2.94亿，移动端月活用户2.77亿，较2021年同期分别增加31%及33%。日均活跃用户达7940万，同比增加32%，用户日均使用时长达95分钟，创下历史新高。用户活跃度方面的指标，同样表现不错。例如，平台月均互动量上涨的速度达到87%。月均活跃UP主数量达到了380万，同比增长75% ；月均投稿量达到1260万，同比增长63%。此外，截至一季度末，B站“大会员”数量为2010万，同比增长25%，其中近80%是年度大会员或自动续费会员，体现出了社区内容的粘性。坐拥近3亿月活，B站该如何创造更多商业化机会？盘点B站近半年来的新动作，管理层将搭载竖屏短视频内容的Story-Mode看作下一个增长重点，希望借此来提升广告变现效率。Story-Mode实际上自2020年末就上线了，部分用户点击APP左上角的用户头像，即可跳转至短视频瀑布流，上下滑动切换，类似于抖音、快手的模式。不过外界质疑B站此举是“抖音化”，站内老用户也不买账，一些资深用户对此抱怨与日俱增，站内也出现了大量教人关闭竖屏模式的投稿。B站资深用户“大司马”对B站的“抖音化”就不接受，“我们老用户已经习惯B站长视频的平台属性，推出类似抖音这样的短视频时，会让B站逐渐失去自身的个性，甚至会让长久以来在用户建立起的心智产生动摇。”但是管理层并不这么认为，在去年第四季度的财报电话会议上，陈睿反复提及Story Mode，称这一功能的日活跃用户渗透率已超过20%，用户点赞占比达到30%，表明用户接受而且喜欢这个功能。据界面新闻，今年开始，B站加大竖屏视频在首页信息流中的推荐力度，大约每10条视频中有3至4条竖屏视频。4月份，B站上线Story Mode竖屏广告产品，B站表示，相对于图文广告，竖屏广告的沉浸感更强，转换效率更佳。刚刚过去的第一季度财报电话会议上，Story Mode再被陈睿重点提及，Story 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 真的值嗎？","htmlText":"2022年5月18日，廣州若羽臣科技股份有限公司（以下簡稱“若羽臣”，證券代碼：003010）發佈公告，回覆了2022年5月6日收到深圳證券交易所下發的《關於對廣州若羽臣科技股份有限公司的關注函》（公司部關注函〔2022〕第233號）（以下簡稱“關注函”）。2022年4月30日，若羽臣發佈《關於與關聯方共同投資暨關聯交易的公告》稱，公司全資子公司蕪湖若羽臣投資管理有限公司擬與公司實際控制人王玉及王文慧控制的企業天津若羽臣企業管理諮詢合夥企業(有限合夥)分別以自有資金出資500萬元，認購樣美生物科技（北京）有限公司（以下簡稱“樣美生物”）新增註冊資本7.1124萬元，增資事項完成後，分別持有樣美生物4.1597%股權，上述共同投資事項構成關聯交易。樣美生物經營業務爲醫療美容科技護膚產品，產品包括原液和導入設備。在關注函回覆中，若羽臣披露樣美生物定位爲一家專研透皮領域的生物科技公司，其產品主要由導入設備水光導入美容儀和配套原液組成。樣美生物擁有核心專利的生物原液配方，可精準面向不同年齡及膚質人羣的護膚需求，配合配套硬件設備運用生物高活分子萃取、透皮導入等專利技術，致力於爲使用人羣提供安全有效、無痛無創的專業水光護膚體驗。若羽臣增資溢價70.3倍的原因是認爲樣美生物有核心競爭力，分別表現在以下幾個方面：1、行業先發優勢美容小家電的需求來源於消費者對美妝護膚方面需求的進一步延伸，消費者對美容護膚的消費經過引導可以直接部分轉移到對美容小家電的消費。個人護理與美容市場的蓬勃發展都會拉動美容小家電市場的增速進一步提升，中國依靠其傳統的供應鏈優勢，本土品牌小家電迎來機會。樣美生物專注於透皮技術領域，經過多年研發積累，目前已成長爲集研發、設計、營銷全能力科技公司。樣美生物獨特地將透皮科技引入家用護膚領域，有效填補了家用護膚品從概念宣稱到實際解決消費者皮膚護理問題的市場未滿足需求，在高端家用","listText":"2022年5月18日，廣州若羽臣科技股份有限公司（以下簡稱“若羽臣”，證券代碼：003010）發佈公告，回覆了2022年5月6日收到深圳證券交易所下發的《關於對廣州若羽臣科技股份有限公司的關注函》（公司部關注函〔2022〕第233號）（以下簡稱“關注函”）。2022年4月30日，若羽臣發佈《關於與關聯方共同投資暨關聯交易的公告》稱，公司全資子公司蕪湖若羽臣投資管理有限公司擬與公司實際控制人王玉及王文慧控制的企業天津若羽臣企業管理諮詢合夥企業(有限合夥)分別以自有資金出資500萬元，認購樣美生物科技（北京）有限公司（以下簡稱“樣美生物”）新增註冊資本7.1124萬元，增資事項完成後，分別持有樣美生物4.1597%股權，上述共同投資事項構成關聯交易。樣美生物經營業務爲醫療美容科技護膚產品，產品包括原液和導入設備。在關注函回覆中，若羽臣披露樣美生物定位爲一家專研透皮領域的生物科技公司，其產品主要由導入設備水光導入美容儀和配套原液組成。樣美生物擁有核心專利的生物原液配方，可精準面向不同年齡及膚質人羣的護膚需求，配合配套硬件設備運用生物高活分子萃取、透皮導入等專利技術，致力於爲使用人羣提供安全有效、無痛無創的專業水光護膚體驗。若羽臣增資溢價70.3倍的原因是認爲樣美生物有核心競爭力，分別表現在以下幾個方面：1、行業先發優勢美容小家電的需求來源於消費者對美妝護膚方面需求的進一步延伸，消費者對美容護膚的消費經過引導可以直接部分轉移到對美容小家電的消費。個人護理與美容市場的蓬勃發展都會拉動美容小家電市場的增速進一步提升，中國依靠其傳統的供應鏈優勢，本土品牌小家電迎來機會。樣美生物專注於透皮技術領域，經過多年研發積累，目前已成長爲集研發、設計、營銷全能力科技公司。樣美生物獨特地將透皮科技引入家用護膚領域，有效填補了家用護膚品從概念宣稱到實際解決消費者皮膚護理問題的市場未滿足需求，在高端家用","text":"2022年5月18日，廣州若羽臣科技股份有限公司（以下簡稱“若羽臣”，證券代碼：003010）發佈公告，回覆了2022年5月6日收到深圳證券交易所下發的《關於對廣州若羽臣科技股份有限公司的關注函》（公司部關注函〔2022〕第233號）（以下簡稱“關注函”）。2022年4月30日，若羽臣發佈《關於與關聯方共同投資暨關聯交易的公告》稱，公司全資子公司蕪湖若羽臣投資管理有限公司擬與公司實際控制人王玉及王文慧控制的企業天津若羽臣企業管理諮詢合夥企業(有限合夥)分別以自有資金出資500萬元，認購樣美生物科技（北京）有限公司（以下簡稱“樣美生物”）新增註冊資本7.1124萬元，增資事項完成後，分別持有樣美生物4.1597%股權，上述共同投資事項構成關聯交易。樣美生物經營業務爲醫療美容科技護膚產品，產品包括原液和導入設備。在關注函回覆中，若羽臣披露樣美生物定位爲一家專研透皮領域的生物科技公司，其產品主要由導入設備水光導入美容儀和配套原液組成。樣美生物擁有核心專利的生物原液配方，可精準面向不同年齡及膚質人羣的護膚需求，配合配套硬件設備運用生物高活分子萃取、透皮導入等專利技術，致力於爲使用人羣提供安全有效、無痛無創的專業水光護膚體驗。若羽臣增資溢價70.3倍的原因是認爲樣美生物有核心競爭力，分別表現在以下幾個方面：1、行業先發優勢美容小家電的需求來源於消費者對美妝護膚方面需求的進一步延伸，消費者對美容護膚的消費經過引導可以直接部分轉移到對美容小家電的消費。個人護理與美容市場的蓬勃發展都會拉動美容小家電市場的增速進一步提升，中國依靠其傳統的供應鏈優勢，本土品牌小家電迎來機會。樣美生物專注於透皮技術領域，經過多年研發積累，目前已成長爲集研發、設計、營銷全能力科技公司。樣美生物獨特地將透皮科技引入家用護膚領域，有效填補了家用護膚品從概念宣稱到實際解決消費者皮膚護理問題的市場未滿足需求，在高端家用","images":[{"img":"https://static.tigerbbs.com/eaccb9187aaf5c708b245954ea782473","width":"627","height":"458"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615261611","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009656515,"gmtCreate":1640659337751,"gmtModify":1676533532448,"author":{"id":"4093173615803570","authorId":"4093173615803570","name":"痴痴虎","avatar":"https://static.tigerbbs.com/9365975bc30d9e1c2fa73f9bf1bcd306","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093173615803570","idStr":"4093173615803570"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009656515","repostId":"1125259181","repostType":4,"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}