挣点奶粉钱的个人主页 - 老虎社区

挣点奶粉钱

个人简介：等

IP属地：北京

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1主题

0勋章

挣点奶粉钱

2021-03-15

$小米集团-W(01810)$不能用杠杆了？

挣点奶粉钱

2021-03-10

$中芯国际(00981)$想从中芯国际赚点钱真难

挣点奶粉钱

2020-12-08

$京东健康(06618)$已出[龇牙]

挣点奶粉钱

2020-12-04

用屁股写新闻，财报利润表没看就瞎几把写，本季度税前利润12亿多，税收1.69亿，税后利润10.8亿，上个季度税前利润8亿多，税收-17亿，税后利润26亿，上季度应该是返税了

净利环比缩水过半，Salesforce龙头地位不保？

挣点奶粉钱

2020-11-04

$小米集团-W(01810)$今天你是最靓的仔

挣点奶粉钱

2020-08-18

老虎证券也能评级了，给花旗“卖出”评级，相互伤害下[开心]

花旗给予老虎证券“买入”评级，目标价上调至6.7美元

挣点奶粉钱

2020-07-30

$理想汽车(LI)$10股！

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2020-04-02

$跟谁学(GSX)$空空空

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2020-03-12

$恒生指数(HSI)$你为什么那么腊鸡

挣点奶粉钱

2020-01-03

$金矿指数三倍做多ETF(JNUG)$这两天黄金涨了这么多这货咋涨不起来

挣点奶粉钱

2019-10-25

$有道(DAO)$开盘卖还是持有几天

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2019-03-26

$纳斯达克(.IXIC)$高开低走

挣点奶粉钱

2018-11-23

$美团点评-W(03690)$看不到盘前

挣点奶粉钱

2018-11-17

$三倍做多FTSE中国ETF-Direxion(YINN)$ 发生什么了

挣点奶粉钱

2018-11-17

发生什么了，突然猛拉

挣点奶粉钱

2018-10-12

$苹果(AAPL)$价内的末日期权，下周到期，是行权好还是卖出好

挣点奶粉钱

2018-10-11

$上证指数(000001.SH)$这算不算跑赢道琼斯

挣点奶粉钱

2018-09-21

$特斯拉(TSLA)$最近的一次高管离职与特斯拉人事调整有关，应该是被边缘化了，这么看来可能还会有其他高管离职，不过不影响公司。

挣点奶粉钱

2018-08-18

$苹果(AAPL)$ 拉大盘神器

挣点奶粉钱

2018-07-30

$Opera(OPRA)$走势参考映客，你懂的

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href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a>已出[龇牙]&nbsp;","text":"$京东健康(06618)$已出[龇牙]","images":[{"img":"https://static.tigerbbs.com/b33ec5e989f135ab9d37d95df724d27c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392815004","isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":396388265,"gmtCreate":1607042229857,"gmtModify":1703846082200,"author":{"id":"3444783099693323","authorId":"3444783099693323","name":"挣点奶粉钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"用屁股写新闻，财报利润表没看就瞎几把写，本季度税前利润12亿多，税收1.69亿，税后利润10.8亿，上个季度税前利润8亿多，税收-17亿，税后利润26亿，上季度应该是返税了","listText":"用屁股写新闻，财报利润表没看就瞎几把写，本季度税前利润12亿多，税收1.69亿，税后利润10.8亿，上个季度税前利润8亿多，税收-17亿，税后利润26亿，上季度应该是返税了","text":"用屁股写新闻，财报利润表没看就瞎几把写，本季度税前利润12亿多，税收1.69亿，税后利润10.8亿，上个季度税前利润8亿多，税收-17亿，税后利润26亿，上季度应该是返税了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396388265","repostId":"1123369516","repostType":2,"repost":{"id":"1123369516","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1606991585,"share":"https://www.laohu8.com/m/news/1123369516?lang=&edition=full","pubTime":"2020-12-03 18:33","market":"us","language":"zh","title":"净利环比缩水过半，Salesforce龙头地位不保？","url":"https://stock-news.laohu8.com/highlight/detail?id=1123369516","media":"美股研究社","summary":"自Salesforce传出收购Slack消息，可称得上是11月底的美股的大事件。受到此消息的刺激，上周三Slack股价上涨接近38%，Salesforce当天股价收盘则下跌5%。12月1日美股盘后，S","content":"<p>自Salesforce传出收购Slack消息，可称得上是11月底的美股的大事件。受到此消息的刺激，上周三Slack股价上涨接近38%，Salesforce当天股价收盘则下跌5%。</p><p>12月1日美股盘后，Salesforce发布了2021财年第三财季的财务报告。营收增速同环比均下滑，净利润实现同比扭亏为盈但环比下滑幅度过半。财报发布后，Salesforce盘后股价下跌4.83%。</p><p>截止美股研究社发稿，Salesforce每股报229.70美元，总市值为2196.29亿美元。</p><p><img src=\"https://static.tigerbbs.com/d8076c15496b983e2e9f2eba669d2fdb\" tg-width=\"657\" tg-height=\"701\"></p><p>自今年7月10日Salesforce市值超越甲骨文后，截止美股研究社发稿，Salesforce与甲骨文的总市值差距扩大至近500亿美元。在一路高涨的Saas赛道，Salesforce可谓是排头兵，无论市值还是盈利能力都在众多Saas兄弟中排在前列。</p><p>意向收购Slack的Salesforce，其与微软在CRM领域的竞争恐怕会更加白热化。在与巨头微软的竞争中，Salesforce该如何出奇制胜呢？这份最新的三季度财报，又透露着哪些信号呢？</p><p><b>营收增速创近七季度新低，CRM“龙头”面临挑战不少</b></p><p>据Salesforce本季度的财报数据显示，本季度总营收为54.19亿美元，与上年同期的45.15亿美元相比，同比上涨幅度为20%；与今年二季度的51.51亿美元相比，环比上涨5.2%。</p><p>结合19Q1-20Q3（以自然季度计算）的营收数据，虽营收额同环比增长，但本季度Salesforce的营收增速为七个季度最低，这或许也是造成盘后股价下跌的原因之一。</p><p><img src=\"https://static.tigerbbs.com/0d40c4f3d46bcd27466c6eaf108eb4cd\" tg-width=\"1080\" tg-height=\"453\"></p><p>具体到业务组成，本季度订阅和支持收入为50.9亿美元，同比涨幅为20%；专业服务和其他收入为3.3亿美元，同比涨幅为22%。</p><p>上一季度订阅和支持收入同比涨幅为29%，这一季度下降9个百分点，而该部分收入占季度总收入的比重为94%，且连续几个季度均为这一比例。因而美股研究社认为三季度Salesforce总收入的同比下滑，与其订阅和支持业务的同比增速放缓紧密相关。</p><p>Salesforce的订阅业务大致分为销售云、服务云、平台业务和营销和商业云，其中销售云和服务云为Salesforce的核心业务，年初受“黑天鹅”事件影响得到了较大增长。但经过一二季度的利好刺激后，三季度市场需求已逐步回落。</p><p>而在整体经济增长疲软的大背景下，因企业减少营销开支的原因，营销和商业云的业绩增长有所回落。在销售云和服务云利好因素逐渐退散，营销和商业云需求疲软的背景下，本季度Salesforce的营收下滑也在情理之中了。</p><p>美股研究社认为，三季度20%的收入增速，并非Salesforce业绩出现滑坡的迹象，更多的是常态范围内的正常波动。Salesforce在CRM领域的市场龙头地位还是较为稳固的。</p><p>不过，虽然在这一领域的优势地位犹存，但Salesforce业务收入增长面临的挑战犹存。订阅收入的占比高达90%，而企业云服务订阅也是众多科技巨头正在发力的赛道。</p><p>据统计，2019年全球CRM市场，Salesforce以18.4%的市场份额名列第一，SAP和甲骨文分别以5.3%和5.2%的市场渗透率名列其后。</p><p>Salesforce拥有庞大的CRM客户群，并且以中大型企业为主。但并非所有的大企业都会选择Salesforce，甲骨文的数据库优势结合CRM技术也被一些大客户所看重。二季度麦当劳将其北美财务系统迁移到甲骨文的Cloud Infrastructure平台；北美最大的杂货店之一Albertsons正在采用甲骨文的Cloud HCM数据服务。</p><p>CRM市场已经相当成熟，但增长跑道依然非常强劲，据统计，未来4年的复合年增长率预计将接近13%，增量市场赛道，为争夺市场份额的斗争必不可少。</p><p><b>高昂营销费仍难“缩衣节食”，吸金能力尚不敌甲骨文</b></p><p>Salesforce的平台业务营收虽占比不高，但是其最近着力发展的部分，近几年在大力展开收购，以打造其生态链。频繁的收购举动也有可能会成为Salesforce现金流的沉重包袱。</p><p>三季度的财报数据显示，截止2020年10月31日，Salesforce的现金及现金等价物的数额为37.24亿美元，截止今年1月31日，这一数字为41.45亿美元。虽现金存货依旧较为坚挺，但减少的趋势是值得关注的。</p><p>与其他Saas企业一致，Salesforce在广告营销费用的投入并不低，这是处于快速发展赛道的Saas企业的“通病”，就连体量已经位居首位的Salesforce也不能免俗。</p><p>据财报数据，三季度Salesforce的总营业费用为38.01亿美元，相较于上年同期的33.14亿美元，同比增长14.7%，环比增长3.8%。</p><p><img src=\"https://static.tigerbbs.com/6fc275c743a94e37ca34bd2efa651984\" tg-width=\"1080\" tg-height=\"499\"></p><p>其中，本季度的市场营销和销售支出为23.77亿美元，与上年同期的20.63亿美元相比，同比涨幅为15.2%。占季度总营收的比例为43.9%。</p><p>营销端的巨大投入，一方面会带动用户数的增加，保持较为健康的续约率，拉动企业的营收增长。但另一方面，也意味着巨大的销售费用可能会影响Salesforce的盈利能力，进而限制公司利润率的增长。</p><p>本季度Salesforce的净利润表现为10.81亿美元，与上年同期的净亏损1.09亿美元相比，实现扭亏为盈，同比涨幅超10倍。但环比情况不容乐观，与上一季度的净利润26.25亿美元相比，环比下滑58.8%。</p><p><img src=\"https://static.tigerbbs.com/526d203a87f3a120d91ecec4e5a769e2\" tg-width=\"1074\" tg-height=\"491\"></p><p>而净利润的环比下滑也引发了资本市场的担忧。在营销费用占比过半且后续并无削减的情况下，大手笔的并购对于Salesforce今后利润空间缩减的影响或许会愈来愈大。目前收购Slack的具体数额还未定，但从Slack目前250亿美元的市值看，收购价格并不会太低。</p><p>与竞争对手甲骨文相比，Salesforce的“赚钱能力”还是略显不足。据三季度财报数据，Salesforce的毛利率为74.26%，甲骨文二季度云业务的毛利率为86%。</p><p><img src=\"https://static.tigerbbs.com/730479f654db06abcac0bf98b0940f74\" tg-width=\"1080\" tg-height=\"469\"></p><p>此外，从精度更高的运营利润率上看，三季度Salesforce的GAAP营业利润率为4.1％，非GAAP营业利润率为19.8％。</p><p>与之相对的是，甲骨文2021财年一季度的GAAP营业利润率为34％，非GAAP营业利润率为45％。</p><p>盈利能力是考量企业运营成效的一个关键指标。Salesforce虽市值超越甲骨文，在业务的收入增速层面高于甲骨文，但在各部分业务的利润转化效率上仍较低。而经营效率和盈利能力的提升需要时间积累，未来考察Salesforce时，其盈利能力将是市场考量重点。</p><p><b>收购slack后战火愈烧愈烈，Salesforce抗衡微软胜算会如何？</b></p><p>自今年年初至今，Salesforce的股价涨幅为48.4%，同期标普500指数涨幅为13.72%。搭载上Saas版块火箭般蹿升速度，Salesforce的股价也实现了不错的涨幅。</p><p>Slack所在的企业协同办公赛道，也是微软的深耕市场。2016年曾有消息，Microsoft拟以80亿收购Slack但最终没有达成协议。同年微软推出了类似产品Teams，并依仗Office产品客户群快速获客，虽然最终没有干掉Slack，但仍快速抢到了一定市场份额，成为Slack的主要竞争者。</p><p>据2019年10月的一份报告，Teams的日活用户数已经达到1.15亿，Slack的日活用户数为1200万，二者规模相差近十倍。</p><p>Salesforce收购Slack后，与微软的竞争将显而易见地更为激烈。Salesforce此次收购slack的目的，犹如微软开发Teams的目的，都是通过这个<b>作为其他应用的流量入口。</b></p><p><img src=\"https://static.tigerbbs.com/ac0c3b346227e34f487a05f0e7c0216d\" tg-width=\"833\" tg-height=\"609\"></p><p>但对Salesforce来说，<b>Slack的应用范围还比较局限在企业内部，如何打通对外的沟通，</b>才是Salesforce最应关注的部分，而这也是此前Salesforce有意收购Twitter的根结所在。</p><p>此外，<b>Salesforce与微软相比，缺乏的是基础的云技术。</b>目前Salesforce在不同的云业务使用不同的云技术服务商，利用基础设施云交易来加强与各方的合作关系。</p><p>2017年为加强与Alphabet公司的合作，Salesforce将其程序与谷歌分析(Google Analytics)连接，表示它将在谷歌云平台上托管部分核心业务，并将谷歌列为“首选公共云提供商”。</p><p>到了2018年，Salesforce的“首选公共云提供商”变成了IBM，将IBM的人工智能与Salesforce软件捆绑。除了谷歌和IBM，Salesforce还曾与亚马逊AWS有业务往来。</p><p><b>而随着Salesforce的Saas级云服务平台的日益壮大，未来是否会向底层的基础云技术层面发力，</b>以加强平台业务的连贯性，或许是增强Salesforce未来竞争力的一个发展方向。但基础云技术目前几乎被亚马逊、谷歌、微软等巨头垄断，Salesforce入局成为头部玩家的概率微乎其微。</p><p><b>若想今后与微软的竞争中取得一定优势，美股研究社认为与谷歌合作或许是一个摆在台面上的可选项。</b>今年1月，据外媒报道，谷歌有收购Salesforce的潜在意向，收购价高达2500亿美元。如果收购成真，谷歌有望在2023年成为全球第二大云服务商。</p><p>但从6月开始的反垄断调查后，这一意向成为了泡影。不过，这一意向倒是反映了谷歌在云服务业务上的野心，与微软AWS相比，谷歌云的全球市场份额还是落后不少。</p><p>虽收购无望，但与谷歌展开合作仍是可行的。这能够显著增强Salesforce在今后与微软竞争的砝码，而对于谷歌而言，也可以借助Salesforce在CRM领域的领先地位赋能谷歌云的发展，与微软Azure进一步抢占云计算市场。</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>净利环比缩水过半，Salesforce龙头地位不保？</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n净利环比缩水过半，Salesforce龙头地位不保？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2020-12-03 18:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>自Salesforce传出收购Slack消息，可称得上是11月底的美股的大事件。受到此消息的刺激，上周三Slack股价上涨接近38%，Salesforce当天股价收盘则下跌5%。</p><p>12月1日美股盘后，Salesforce发布了2021财年第三财季的财务报告。营收增速同环比均下滑，净利润实现同比扭亏为盈但环比下滑幅度过半。财报发布后，Salesforce盘后股价下跌4.83%。</p><p>截止美股研究社发稿，Salesforce每股报229.70美元，总市值为2196.29亿美元。</p><p><img src=\"https://static.tigerbbs.com/d8076c15496b983e2e9f2eba669d2fdb\" tg-width=\"657\" tg-height=\"701\"></p><p>自今年7月10日Salesforce市值超越甲骨文后，截止美股研究社发稿，Salesforce与甲骨文的总市值差距扩大至近500亿美元。在一路高涨的Saas赛道，Salesforce可谓是排头兵，无论市值还是盈利能力都在众多Saas兄弟中排在前列。</p><p>意向收购Slack的Salesforce，其与微软在CRM领域的竞争恐怕会更加白热化。在与巨头微软的竞争中，Salesforce该如何出奇制胜呢？这份最新的三季度财报，又透露着哪些信号呢？</p><p><b>营收增速创近七季度新低，CRM“龙头”面临挑战不少</b></p><p>据Salesforce本季度的财报数据显示，本季度总营收为54.19亿美元，与上年同期的45.15亿美元相比，同比上涨幅度为20%；与今年二季度的51.51亿美元相比，环比上涨5.2%。</p><p>结合19Q1-20Q3（以自然季度计算）的营收数据，虽营收额同环比增长，但本季度Salesforce的营收增速为七个季度最低，这或许也是造成盘后股价下跌的原因之一。</p><p><img src=\"https://static.tigerbbs.com/0d40c4f3d46bcd27466c6eaf108eb4cd\" tg-width=\"1080\" tg-height=\"453\"></p><p>具体到业务组成，本季度订阅和支持收入为50.9亿美元，同比涨幅为20%；专业服务和其他收入为3.3亿美元，同比涨幅为22%。</p><p>上一季度订阅和支持收入同比涨幅为29%，这一季度下降9个百分点，而该部分收入占季度总收入的比重为94%，且连续几个季度均为这一比例。因而美股研究社认为三季度Salesforce总收入的同比下滑，与其订阅和支持业务的同比增速放缓紧密相关。</p><p>Salesforce的订阅业务大致分为销售云、服务云、平台业务和营销和商业云，其中销售云和服务云为Salesforce的核心业务，年初受“黑天鹅”事件影响得到了较大增长。但经过一二季度的利好刺激后，三季度市场需求已逐步回落。</p><p>而在整体经济增长疲软的大背景下，因企业减少营销开支的原因，营销和商业云的业绩增长有所回落。在销售云和服务云利好因素逐渐退散，营销和商业云需求疲软的背景下，本季度Salesforce的营收下滑也在情理之中了。</p><p>美股研究社认为，三季度20%的收入增速，并非Salesforce业绩出现滑坡的迹象，更多的是常态范围内的正常波动。Salesforce在CRM领域的市场龙头地位还是较为稳固的。</p><p>不过，虽然在这一领域的优势地位犹存，但Salesforce业务收入增长面临的挑战犹存。订阅收入的占比高达90%，而企业云服务订阅也是众多科技巨头正在发力的赛道。</p><p>据统计，2019年全球CRM市场，Salesforce以18.4%的市场份额名列第一，SAP和甲骨文分别以5.3%和5.2%的市场渗透率名列其后。</p><p>Salesforce拥有庞大的CRM客户群，并且以中大型企业为主。但并非所有的大企业都会选择Salesforce，甲骨文的数据库优势结合CRM技术也被一些大客户所看重。二季度麦当劳将其北美财务系统迁移到甲骨文的Cloud Infrastructure平台；北美最大的杂货店之一Albertsons正在采用甲骨文的Cloud HCM数据服务。</p><p>CRM市场已经相当成熟，但增长跑道依然非常强劲，据统计，未来4年的复合年增长率预计将接近13%，增量市场赛道，为争夺市场份额的斗争必不可少。</p><p><b>高昂营销费仍难“缩衣节食”，吸金能力尚不敌甲骨文</b></p><p>Salesforce的平台业务营收虽占比不高，但是其最近着力发展的部分，近几年在大力展开收购，以打造其生态链。频繁的收购举动也有可能会成为Salesforce现金流的沉重包袱。</p><p>三季度的财报数据显示，截止2020年10月31日，Salesforce的现金及现金等价物的数额为37.24亿美元，截止今年1月31日，这一数字为41.45亿美元。虽现金存货依旧较为坚挺，但减少的趋势是值得关注的。</p><p>与其他Saas企业一致，Salesforce在广告营销费用的投入并不低，这是处于快速发展赛道的Saas企业的“通病”，就连体量已经位居首位的Salesforce也不能免俗。</p><p>据财报数据，三季度Salesforce的总营业费用为38.01亿美元，相较于上年同期的33.14亿美元，同比增长14.7%，环比增长3.8%。</p><p><img src=\"https://static.tigerbbs.com/6fc275c743a94e37ca34bd2efa651984\" tg-width=\"1080\" tg-height=\"499\"></p><p>其中，本季度的市场营销和销售支出为23.77亿美元，与上年同期的20.63亿美元相比，同比涨幅为15.2%。占季度总营收的比例为43.9%。</p><p>营销端的巨大投入，一方面会带动用户数的增加，保持较为健康的续约率，拉动企业的营收增长。但另一方面，也意味着巨大的销售费用可能会影响Salesforce的盈利能力，进而限制公司利润率的增长。</p><p>本季度Salesforce的净利润表现为10.81亿美元，与上年同期的净亏损1.09亿美元相比，实现扭亏为盈，同比涨幅超10倍。但环比情况不容乐观，与上一季度的净利润26.25亿美元相比，环比下滑58.8%。</p><p><img src=\"https://static.tigerbbs.com/526d203a87f3a120d91ecec4e5a769e2\" tg-width=\"1074\" tg-height=\"491\"></p><p>而净利润的环比下滑也引发了资本市场的担忧。在营销费用占比过半且后续并无削减的情况下，大手笔的并购对于Salesforce今后利润空间缩减的影响或许会愈来愈大。目前收购Slack的具体数额还未定，但从Slack目前250亿美元的市值看，收购价格并不会太低。</p><p>与竞争对手甲骨文相比，Salesforce的“赚钱能力”还是略显不足。据三季度财报数据，Salesforce的毛利率为74.26%，甲骨文二季度云业务的毛利率为86%。</p><p><img src=\"https://static.tigerbbs.com/730479f654db06abcac0bf98b0940f74\" tg-width=\"1080\" tg-height=\"469\"></p><p>此外，从精度更高的运营利润率上看，三季度Salesforce的GAAP营业利润率为4.1％，非GAAP营业利润率为19.8％。</p><p>与之相对的是，甲骨文2021财年一季度的GAAP营业利润率为34％，非GAAP营业利润率为45％。</p><p>盈利能力是考量企业运营成效的一个关键指标。Salesforce虽市值超越甲骨文，在业务的收入增速层面高于甲骨文，但在各部分业务的利润转化效率上仍较低。而经营效率和盈利能力的提升需要时间积累，未来考察Salesforce时，其盈利能力将是市场考量重点。</p><p><b>收购slack后战火愈烧愈烈，Salesforce抗衡微软胜算会如何？</b></p><p>自今年年初至今，Salesforce的股价涨幅为48.4%，同期标普500指数涨幅为13.72%。搭载上Saas版块火箭般蹿升速度，Salesforce的股价也实现了不错的涨幅。</p><p>Slack所在的企业协同办公赛道，也是微软的深耕市场。2016年曾有消息，Microsoft拟以80亿收购Slack但最终没有达成协议。同年微软推出了类似产品Teams，并依仗Office产品客户群快速获客，虽然最终没有干掉Slack，但仍快速抢到了一定市场份额，成为Slack的主要竞争者。</p><p>据2019年10月的一份报告，Teams的日活用户数已经达到1.15亿，Slack的日活用户数为1200万，二者规模相差近十倍。</p><p>Salesforce收购Slack后，与微软的竞争将显而易见地更为激烈。Salesforce此次收购slack的目的，犹如微软开发Teams的目的，都是通过这个<b>作为其他应用的流量入口。</b></p><p><img src=\"https://static.tigerbbs.com/ac0c3b346227e34f487a05f0e7c0216d\" tg-width=\"833\" tg-height=\"609\"></p><p>但对Salesforce来说，<b>Slack的应用范围还比较局限在企业内部，如何打通对外的沟通，</b>才是Salesforce最应关注的部分，而这也是此前Salesforce有意收购Twitter的根结所在。</p><p>此外，<b>Salesforce与微软相比，缺乏的是基础的云技术。</b>目前Salesforce在不同的云业务使用不同的云技术服务商，利用基础设施云交易来加强与各方的合作关系。</p><p>2017年为加强与Alphabet公司的合作，Salesforce将其程序与谷歌分析(Google Analytics)连接，表示它将在谷歌云平台上托管部分核心业务，并将谷歌列为“首选公共云提供商”。</p><p>到了2018年，Salesforce的“首选公共云提供商”变成了IBM，将IBM的人工智能与Salesforce软件捆绑。除了谷歌和IBM，Salesforce还曾与亚马逊AWS有业务往来。</p><p><b>而随着Salesforce的Saas级云服务平台的日益壮大，未来是否会向底层的基础云技术层面发力，</b>以加强平台业务的连贯性，或许是增强Salesforce未来竞争力的一个发展方向。但基础云技术目前几乎被亚马逊、谷歌、微软等巨头垄断，Salesforce入局成为头部玩家的概率微乎其微。</p><p><b>若想今后与微软的竞争中取得一定优势，美股研究社认为与谷歌合作或许是一个摆在台面上的可选项。</b>今年1月，据外媒报道，谷歌有收购Salesforce的潜在意向，收购价高达2500亿美元。如果收购成真，谷歌有望在2023年成为全球第二大云服务商。</p><p>但从6月开始的反垄断调查后，这一意向成为了泡影。不过，这一意向倒是反映了谷歌在云服务业务上的野心，与微软AWS相比，谷歌云的全球市场份额还是落后不少。</p><p>虽收购无望，但与谷歌展开合作仍是可行的。这能够显著增强Salesforce在今后与微软竞争的砝码，而对于谷歌而言，也可以借助Salesforce在CRM领域的领先地位赋能谷歌云的发展，与微软Azure进一步抢占云计算市场。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac0c3b346227e34f487a05f0e7c0216d","relate_stocks":{"CRM":"赛富时"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123369516","content_text":"自Salesforce传出收购Slack消息，可称得上是11月底的美股的大事件。受到此消息的刺激，上周三Slack股价上涨接近38%，Salesforce当天股价收盘则下跌5%。12月1日美股盘后，Salesforce发布了2021财年第三财季的财务报告。营收增速同环比均下滑，净利润实现同比扭亏为盈但环比下滑幅度过半。财报发布后，Salesforce盘后股价下跌4.83%。截止美股研究社发稿，Salesforce每股报229.70美元，总市值为2196.29亿美元。自今年7月10日Salesforce市值超越甲骨文后，截止美股研究社发稿，Salesforce与甲骨文的总市值差距扩大至近500亿美元。在一路高涨的Saas赛道，Salesforce可谓是排头兵，无论市值还是盈利能力都在众多Saas兄弟中排在前列。意向收购Slack的Salesforce，其与微软在CRM领域的竞争恐怕会更加白热化。在与巨头微软的竞争中，Salesforce该如何出奇制胜呢？这份最新的三季度财报，又透露着哪些信号呢？营收增速创近七季度新低，CRM“龙头”面临挑战不少据Salesforce本季度的财报数据显示，本季度总营收为54.19亿美元，与上年同期的45.15亿美元相比，同比上涨幅度为20%；与今年二季度的51.51亿美元相比，环比上涨5.2%。结合19Q1-20Q3（以自然季度计算）的营收数据，虽营收额同环比增长，但本季度Salesforce的营收增速为七个季度最低，这或许也是造成盘后股价下跌的原因之一。具体到业务组成，本季度订阅和支持收入为50.9亿美元，同比涨幅为20%；专业服务和其他收入为3.3亿美元，同比涨幅为22%。上一季度订阅和支持收入同比涨幅为29%，这一季度下降9个百分点，而该部分收入占季度总收入的比重为94%，且连续几个季度均为这一比例。因而美股研究社认为三季度Salesforce总收入的同比下滑，与其订阅和支持业务的同比增速放缓紧密相关。Salesforce的订阅业务大致分为销售云、服务云、平台业务和营销和商业云，其中销售云和服务云为Salesforce的核心业务，年初受“黑天鹅”事件影响得到了较大增长。但经过一二季度的利好刺激后，三季度市场需求已逐步回落。而在整体经济增长疲软的大背景下，因企业减少营销开支的原因，营销和商业云的业绩增长有所回落。在销售云和服务云利好因素逐渐退散，营销和商业云需求疲软的背景下，本季度Salesforce的营收下滑也在情理之中了。美股研究社认为，三季度20%的收入增速，并非Salesforce业绩出现滑坡的迹象，更多的是常态范围内的正常波动。Salesforce在CRM领域的市场龙头地位还是较为稳固的。不过，虽然在这一领域的优势地位犹存，但Salesforce业务收入增长面临的挑战犹存。订阅收入的占比高达90%，而企业云服务订阅也是众多科技巨头正在发力的赛道。据统计，2019年全球CRM市场，Salesforce以18.4%的市场份额名列第一，SAP和甲骨文分别以5.3%和5.2%的市场渗透率名列其后。Salesforce拥有庞大的CRM客户群，并且以中大型企业为主。但并非所有的大企业都会选择Salesforce，甲骨文的数据库优势结合CRM技术也被一些大客户所看重。二季度麦当劳将其北美财务系统迁移到甲骨文的Cloud Infrastructure平台；北美最大的杂货店之一Albertsons正在采用甲骨文的Cloud HCM数据服务。CRM市场已经相当成熟，但增长跑道依然非常强劲，据统计，未来4年的复合年增长率预计将接近13%，增量市场赛道，为争夺市场份额的斗争必不可少。高昂营销费仍难“缩衣节食”，吸金能力尚不敌甲骨文Salesforce的平台业务营收虽占比不高，但是其最近着力发展的部分，近几年在大力展开收购，以打造其生态链。频繁的收购举动也有可能会成为Salesforce现金流的沉重包袱。三季度的财报数据显示，截止2020年10月31日，Salesforce的现金及现金等价物的数额为37.24亿美元，截止今年1月31日，这一数字为41.45亿美元。虽现金存货依旧较为坚挺，但减少的趋势是值得关注的。与其他Saas企业一致，Salesforce在广告营销费用的投入并不低，这是处于快速发展赛道的Saas企业的“通病”，就连体量已经位居首位的Salesforce也不能免俗。据财报数据，三季度Salesforce的总营业费用为38.01亿美元，相较于上年同期的33.14亿美元，同比增长14.7%，环比增长3.8%。其中，本季度的市场营销和销售支出为23.77亿美元，与上年同期的20.63亿美元相比，同比涨幅为15.2%。占季度总营收的比例为43.9%。营销端的巨大投入，一方面会带动用户数的增加，保持较为健康的续约率，拉动企业的营收增长。但另一方面，也意味着巨大的销售费用可能会影响Salesforce的盈利能力，进而限制公司利润率的增长。本季度Salesforce的净利润表现为10.81亿美元，与上年同期的净亏损1.09亿美元相比，实现扭亏为盈，同比涨幅超10倍。但环比情况不容乐观，与上一季度的净利润26.25亿美元相比，环比下滑58.8%。而净利润的环比下滑也引发了资本市场的担忧。在营销费用占比过半且后续并无削减的情况下，大手笔的并购对于Salesforce今后利润空间缩减的影响或许会愈来愈大。目前收购Slack的具体数额还未定，但从Slack目前250亿美元的市值看，收购价格并不会太低。与竞争对手甲骨文相比，Salesforce的“赚钱能力”还是略显不足。据三季度财报数据，Salesforce的毛利率为74.26%，甲骨文二季度云业务的毛利率为86%。此外，从精度更高的运营利润率上看，三季度Salesforce的GAAP营业利润率为4.1％，非GAAP营业利润率为19.8％。与之相对的是，甲骨文2021财年一季度的GAAP营业利润率为34％，非GAAP营业利润率为45％。盈利能力是考量企业运营成效的一个关键指标。Salesforce虽市值超越甲骨文，在业务的收入增速层面高于甲骨文，但在各部分业务的利润转化效率上仍较低。而经营效率和盈利能力的提升需要时间积累，未来考察Salesforce时，其盈利能力将是市场考量重点。收购slack后战火愈烧愈烈，Salesforce抗衡微软胜算会如何？自今年年初至今，Salesforce的股价涨幅为48.4%，同期标普500指数涨幅为13.72%。搭载上Saas版块火箭般蹿升速度，Salesforce的股价也实现了不错的涨幅。Slack所在的企业协同办公赛道，也是微软的深耕市场。2016年曾有消息，Microsoft拟以80亿收购Slack但最终没有达成协议。同年微软推出了类似产品Teams，并依仗Office产品客户群快速获客，虽然最终没有干掉Slack，但仍快速抢到了一定市场份额，成为Slack的主要竞争者。据2019年10月的一份报告，Teams的日活用户数已经达到1.15亿，Slack的日活用户数为1200万，二者规模相差近十倍。Salesforce收购Slack后，与微软的竞争将显而易见地更为激烈。Salesforce此次收购slack的目的，犹如微软开发Teams的目的，都是通过这个作为其他应用的流量入口。但对Salesforce来说，Slack的应用范围还比较局限在企业内部，如何打通对外的沟通，才是Salesforce最应关注的部分，而这也是此前Salesforce有意收购Twitter的根结所在。此外，Salesforce与微软相比，缺乏的是基础的云技术。目前Salesforce在不同的云业务使用不同的云技术服务商，利用基础设施云交易来加强与各方的合作关系。2017年为加强与Alphabet公司的合作，Salesforce将其程序与谷歌分析(Google Analytics)连接，表示它将在谷歌云平台上托管部分核心业务，并将谷歌列为“首选公共云提供商”。到了2018年，Salesforce的“首选公共云提供商”变成了IBM，将IBM的人工智能与Salesforce软件捆绑。除了谷歌和IBM，Salesforce还曾与亚马逊AWS有业务往来。而随着Salesforce的Saas级云服务平台的日益壮大，未来是否会向底层的基础云技术层面发力，以加强平台业务的连贯性，或许是增强Salesforce未来竞争力的一个发展方向。但基础云技术目前几乎被亚马逊、谷歌、微软等巨头垄断，Salesforce入局成为头部玩家的概率微乎其微。若想今后与微软的竞争中取得一定优势，美股研究社认为与谷歌合作或许是一个摆在台面上的可选项。今年1月，据外媒报道，谷歌有收购Salesforce的潜在意向，收购价高达2500亿美元。如果收购成真，谷歌有望在2023年成为全球第二大云服务商。但从6月开始的反垄断调查后，这一意向成为了泡影。不过，这一意向倒是反映了谷歌在云服务业务上的野心，与微软AWS相比，谷歌云的全球市场份额还是落后不少。虽收购无望，但与谷歌展开合作仍是可行的。这能够显著增强Salesforce在今后与微软竞争的砝码，而对于谷歌而言，也可以借助Salesforce在CRM领域的领先地位赋能谷歌云的发展，与微软Azure进一步抢占云计算市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306783070,"gmtCreate":1604472722090,"gmtModify":1703833296302,"author":{"id":"3444783099693323","authorId":"3444783099693323","name":"挣点奶粉钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>今天你是最靓的仔","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>今天你是最靓的仔","text":"$小米集团-W(01810)$今天你是最靓的仔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306783070","isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970847510,"gmtCreate":1597749085330,"gmtModify":1704216567718,"author":{"id":"3444783099693323","authorId":"3444783099693323","name":"挣点奶粉钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"老虎证券也能评级了，给花旗“卖出”评级，相互伤害下[开心]&nbsp;","listText":"老虎证券也能评级了，给花旗“卖出”评级，相互伤害下[开心]&nbsp;","text":"老虎证券也能评级了，给花旗“卖出”评级，相互伤害下[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970847510","repostId":"1156892307","repostType":2,"repost":{"id":"1156892307","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":1596074845,"share":"https://www.laohu8.com/m/news/1156892307?lang=&edition=full","pubTime":"2020-07-30 10:07","market":"us","language":"zh","title":"花旗给予老虎证券“买入”评级，目标价上调至6.7美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1156892307","media":"老虎资讯综合","summary":"7月29日花旗发布报告，给予老虎证券买入评级，并将目标价由3.5美元上调至6.7美元。\n花旗认为，老虎证券用户将继续保持高速增长。一方面，老虎证券拥有良好的用户体验、高效的交易执行，以及强大的创新、研","content":"<p>7月29日<a href=\"https://laohu8.com/S/C\">花旗</a>发布报告，给予<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>买入评级，并将目标价由3.5美元上调至6.7美元。</p>\n<p><b>花旗认为，老虎证券用户将继续保持高速增长。</b>一方面，老虎证券拥有良好的用户体验、高效的交易执行，以及强大的创新、研发能力。另外一方面，新冠疫情给行业带来发展契机，加之客户加速从线下转至线上，以及港、美股投资需求的增加，花旗预计老虎将在即将带来的季度和财年内，保持强劲的用户增长。</p>\n<p><b>此外，高客户留存以及良好的获利能力将支撑公司长期盈利增长。</b>花旗称，老虎证券的客户留存率始终保持在高于95%的较高水平。在商业化方面，老虎推出了现金管理业务、订阅及咨询服务，并计划在2020年第三季度开展自我清算，这将使得公司的营收更多元，提升公司的获利能力。</p>\n<p>花旗称，我们将老虎券商评为“买入”级。因为，<b>老虎证券具有明确的市场领导地位，</b>在美国证券经纪业务中为中国投资者奠定了坚实的基础；<b>其次，全面的牌照为公司全球业务扩张开辟了道路。</b>这将为公司增长带来新的动力，从而抵消增长放缓和在严格资本管制下，境内用户的增长。</p>\n<p>此外，全球扩张仍处于初期阶段，但近期由于市场波动很大，收益风险持续存在。花旗称，可能阻止股价上行的风险包括：1）在竞争加剧的情况下，经纪佣金率低于预期； 2）海外扩张不及预期；3）若国内监管机构进一步收紧资本，客户资产增长将超出预期控制；4）更改或终止与<a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>的合伙关系；5）糟糕的市场表现将损害该公司的经纪佣金收入、利息收入的增长，并有可能导致客户流失。</p>\n<p>截至7月29日，老虎证券美股收盘报5.25美元，较花旗最新给出的目标价仍有28%的上涨空间。</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>花旗给予老虎证券“买入”评级，目标价上调至6.7美元</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{ 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n花旗给予老虎证券“买入”评级，目标价上调至6.7美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2020-07-30 10:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日<a href=\"https://laohu8.com/S/C\">花旗</a>发布报告，给予<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>买入评级，并将目标价由3.5美元上调至6.7美元。</p>\n<p><b>花旗认为，老虎证券用户将继续保持高速增长。</b>一方面，老虎证券拥有良好的用户体验、高效的交易执行，以及强大的创新、研发能力。另外一方面，新冠疫情给行业带来发展契机，加之客户加速从线下转至线上，以及港、美股投资需求的增加，花旗预计老虎将在即将带来的季度和财年内，保持强劲的用户增长。</p>\n<p><b>此外，高客户留存以及良好的获利能力将支撑公司长期盈利增长。</b>花旗称，老虎证券的客户留存率始终保持在高于95%的较高水平。在商业化方面，老虎推出了现金管理业务、订阅及咨询服务，并计划在2020年第三季度开展自我清算，这将使得公司的营收更多元，提升公司的获利能力。</p>\n<p>花旗称，我们将老虎券商评为“买入”级。因为，<b>老虎证券具有明确的市场领导地位，</b>在美国证券经纪业务中为中国投资者奠定了坚实的基础；<b>其次，全面的牌照为公司全球业务扩张开辟了道路。</b>这将为公司增长带来新的动力，从而抵消增长放缓和在严格资本管制下，境内用户的增长。</p>\n<p>此外，全球扩张仍处于初期阶段，但近期由于市场波动很大，收益风险持续存在。花旗称，可能阻止股价上行的风险包括：1）在竞争加剧的情况下，经纪佣金率低于预期； 2）海外扩张不及预期；3）若国内监管机构进一步收紧资本，客户资产增长将超出预期控制；4）更改或终止与<a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>的合伙关系；5）糟糕的市场表现将损害该公司的经纪佣金收入、利息收入的增长，并有可能导致客户流失。</p>\n<p>截至7月29日，老虎证券美股收盘报5.25美元，较花旗最新给出的目标价仍有28%的上涨空间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156892307","content_text":"7月29日花旗发布报告，给予老虎证券买入评级，并将目标价由3.5美元上调至6.7美元。\n花旗认为，老虎证券用户将继续保持高速增长。一方面，老虎证券拥有良好的用户体验、高效的交易执行，以及强大的创新、研发能力。另外一方面，新冠疫情给行业带来发展契机，加之客户加速从线下转至线上，以及港、美股投资需求的增加，花旗预计老虎将在即将带来的季度和财年内，保持强劲的用户增长。\n此外，高客户留存以及良好的获利能力将支撑公司长期盈利增长。花旗称，老虎证券的客户留存率始终保持在高于95%的较高水平。在商业化方面，老虎推出了现金管理业务、订阅及咨询服务，并计划在2020年第三季度开展自我清算，这将使得公司的营收更多元，提升公司的获利能力。\n花旗称，我们将老虎券商评为“买入”级。因为，老虎证券具有明确的市场领导地位，在美国证券经纪业务中为中国投资者奠定了坚实的基础；其次，全面的牌照为公司全球业务扩张开辟了道路。这将为公司增长带来新的动力，从而抵消增长放缓和在严格资本管制下，境内用户的增长。\n此外，全球扩张仍处于初期阶段，但近期由于市场波动很大，收益风险持续存在。花旗称，可能阻止股价上行的风险包括：1）在竞争加剧的情况下，经纪佣金率低于预期； 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