凡客天下的个人主页 - 老虎社区

凡客天下

凡客天下

一路顺风

IP属地：湖北

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85粉丝

0主题

0勋章

2017-12-13

聚美近期年报副本，谁来解读下？

$聚美优品(JMEI)$ http://services.corporate-ir.net/SEC/Document.Service?id=P3VybD1hSFIwY0RvdkwyRndhUzUwWlc1cmQybDZZWEprTG1OdmJTOWtiM2R1Ykc5aFpDNXdhSEEvWVdOMGFXOXVQVkJFUmlacGNHRm5aVDB4TVRVMU9EWTFOaVp6ZFdKemFXUTlOVGM9JnR5cGU9MiZmbj1KdW1laUludGVybmF0aW9uYWxIb2xkaW5nTHRkXzIwRl8yMDE3MDUwMS5wZGY=

聚美近期年报副本，谁来解读下？

2017-12-23

$聚美优品(JMEI)$ 有没有一起去参加股东大会的？

2019-03-29

$汽车之家(ATHM)$ 艹，刚做空就大涨

2019-10-25

$迅雷(XNET)$空单开始赚钱了，山顶上做空

2019-02-07

$拼多多(PDD)$ 今晚保不准要拉红咯

2017-11-22

$陌陌(MOMO)$只要记住正股基面没变糟糕，业绩能支撑股价，还有很大的增长空间，跌的时候就是给机会上车的时候，赶紧抓紧时间上车起飞。

2017-07-19

$网易(NTES)$网易最近太弱了，利好消息不少，却跌个没完

2019-02-08

$拼多多(PDD)$ 今晚4倍杠杠做多的举手

2018-01-24

$聚美优品(JMEI)$ 我挂单3.5卖点聚美，谁来买😹

2019-03-13

$拼多多(PDD)$今天从32空下来的人太爽了

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Limited的全资子公司。\n值得一提的是，天眼查显示，今年5月，小鹏汽车...</p>\n\n<a href=\"https://tech.sina.com.cn/it/2020-08-18/doc-iivhvpwy1712966.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7440a30370572ff7a29eea619eea3644","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://tech.sina.com.cn/it/2020-08-18/doc-iivhvpwy1712966.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101095592","content_text":"天眼查显示，近日，广东小鹏汽车科技有限公司发生工商变更，公司注册资本由60亿元增加至150亿元，增幅达150%。\n广东小鹏汽车科技有限公司成立于2019年6月，法定代表人为夏珩，公司经营范围包括车辆工程的技术研究、开发；汽车租赁；为电动汽车提供电池充电服务等。天眼查股东数据显示，该公司为XPeng （Hong Kong） 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href=\"None\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c91a12d31f184dd4063b6a67902b436a","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146909894","content_text":"华为太难了。一天迎两个“大消息”！孟晚舟引渡案再次开庭，美将38家华为子公司列入实体清单。这次禁令进一步限制华为使用美国技术和软件生产的产品，并在实体列表中增加38个华为子公司。这意味着华为外购芯片的路径将会被“阻断”。这意味着华为外购芯片的路径将会被“阻断”。美国全面封锁华为芯片供应美国商务部工业和安全局（BIS）在 8 月 17 日晚间宣布全新“升级版”的华为禁令。这次禁令的核心在于，全面封杀华为向第三方采购芯片，等于是拔掉华为勉强维生的“呼吸器”，此招数是既狠又绝。美国更挑明着说，这次的禁令限制的最终目的，在于“防止华为获得与美国相同水平的芯片”，毫不掩饰地说出最终目的。美国此前已经封锁“华为设计”的芯片，只要是华为自己设计的芯片，拿去半导体厂投片生产，就会触犯到使用到美国技术的设备限制。因此，华为采用另一种方式“规避”，以维持正常运营。就是对外向第三方公司来采购已经设计好了的芯片，直接放在手机里，像是处理器芯片主要是跟联发科采购。现在，美国把这条路也堵死了。美国商务部工业和安全局宣布，除非有特殊许可，否则任何基于美国软件或技术所开发、生产出来的芯片，都不得供货给华为。美国这话讲得很直白，但还是可以再翻译一下。这意思是，以前是只有华为设计的芯片不能被生产，现在连联发科设计、高通设计的芯片，通通都不许出货给华为。美国完全、彻底地对华为下狠手，且商务部强调，这项限制禁令立刻生效。美国半导体行业协会发声：升级华为“限制令”将给产业带来严重破坏在美国商务部宣布进一步强化对华为及其关联公司使用美国技术和软件的限制后，8月18日，美国半导体行业协会（SIA）主席兼首席执行官John Neuffer在其官网上发布声明，以回应美国宣布的新的出口管制规则变化。John Neuffer表示，“我们仍在评估该规则，但是对商用芯片销售加以广泛限制将给美国半导体行业带来严重破坏。”“我们仍在评估该规则，但是对商用芯片销售加以广泛限制将给美国半导体行业带来严重破坏。”John Neuffer表示，美国半导体行业协会对美国政府突然从先前支持采取更有限的限制方式的转变感到惊讶和担忧，此前的方法旨在实现所谓的美国国家安全目标的同时减少对美国公司的伤害。对于美国的新规，John Neuffer重申SIA的观点，向中国销售非敏感的商用产品将推动美国本土半导体的研究和创新，这对美国的经济实力和国家安全至关重要。从去年第一轮禁令发布开始，据不完全统计，美国企业大约已向美政府提交了300份许可申请，约申请总量的四分一获得批准。但在5G等关键领域，芯片级别的合作却仍然艰难。美国试图“阻断”华为外购芯片方案万亿联发科股价暴跌近10%美国的最新禁令意味着华为外购芯片的路径将会被“阻断”。消息发布后，在台北股市，联发科股价周二跌停，下跌9.93%，该股今年已经上涨54%，此前其评级被瑞士信贷(Credit Suisse)下调至“中性”。芯片设计被华为采用的联咏科技公司以及瑞昱半导体公司的股价下跌超过6%。此外，智能手机供应商Sunny Options、瑞声科技控股公司、比亚迪电子国际公司股价也纷纷下跌。分析师在一份报告中写道：“美国堵住其直接产品规则的漏洞令人惊讶，但并不完全出人意料。这意味着，华为依靠联发科和Unisoc等第三方芯片设计公司继续生产手机的希望破灭，也让华为面临生存风险。”今日早间联发科方面对第一财经回应，公司一向遵循全球贸易相关法令规定，正密切关注美国出口管制规则的变化，并咨询外部法律顾问，实时取得最新规定进行法律分析，以确保相关规则之遵循。联发科本就是华为芯片的供货商。本月初媒体报道，华为和联发科签署了合作意向和采购订单，将向联发科采购1.2亿片芯片。不过，在中低端市场可以大量使用联发科芯片，但无法保证华为旗舰在高端市场继续保证来之不易的竞争力。外交部回应：美国是地球上最大的名副其实的黑客帝国针对美国商务部进一步升级对华为禁令一事，在今天（18日）的中国外交部例行记者会上，发言人赵立坚表示，中方坚决反对美方蓄意抹黑和打压华为等中国企业。一段时间以来，美方在拿不出任何真凭实据的情况下，泛化国家安全概念，滥用国家力量，对华为等中国企业采取各种限制措施，这是赤裸裸的霸权行径。必须强调美方所作所为彻底戳破了美方一贯标榜的市场经济和公平竞争原则的遮羞布，违反国际贸易规则，破坏全球产业链、供应链、价值链，这也必将损害美国国家利益和自身形象。赵立坚强调美方对华为等中国企业的打压越歇斯底里就越证明这些企业的成功，也越证明美方的虚伪和霸道。历史上许多其他国家的成功企业也都有过类似的遭遇。美方这种不光彩的做法已经并将继续遭到其他国家的广泛反对和抵制。美方指责华为威胁美国的国家安全，但事实证明在过去30年里，华为在全球170多个国家和地区建设了1500多个网络，为228家全球500强企业提供了服务，服务全球超过30多亿人口，没有发生过一起类似“斯诺登事件”“维基解密”的网络安全事件，没有发生过一起类似“棱镜门”“方程式组织”“梯队系统”的网络监听监视行为，也没有任何一个国家能够拿出华为产品存在后门的证据。美国是地球上最大的名副其实的黑客帝国。 思科、苹果等美国公司几年前就已经承认其设备存在安全漏洞和后门。美国情报部门长期以来对包括盟友在内的外国政府、企业和个人实施无差别的非法窃密监听活动，包括美国本国公民在内，基本没有任何秘密可言，这是公开的事实。我们敦促美方立即纠正错误，停止污蔑抹黑中国，停止打压中国企业。中国政府将继续采取必要措施，维护中国企业正当合法权益。加拿大拒绝公布孟晚舟案证据赵立坚反问：到底有什么见不得人的勾当？有记者提问，孟晚舟的律师要求加拿大方面公开更多相关证据和文件，但是加方拒绝了有关申请，你对此有何回应？赵立坚表示，中方在孟晚舟事件上的立场是一贯的、明确的，我们已经多次阐述了有关立场。我要强调的是，中国政府维护本国公民和企业正当合法权益的决心坚定不移，中方支持相关企业和个人拿起法律武器维护自身权益。“关于你提到的具体问题，我想你更应该去问一问加拿大政府，他们为什么拿不出有关的证据和文件？他们和美国政府之间到底有什么见不得人的勾当？”赵立坚反问道。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":945324198,"gmtCreate":1596462536314,"gmtModify":1704212273669,"author":{"id":"3459146435281649","authorId":"3459146435281649","name":"凡客天下","avatar":"https://static.tigerbbs.com/5dc5005bc0bef877defb4a5bb66923b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459146435281649","idStr":"3459146435281649"},"themes":[],"htmlText":"<a 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Sunny投资2000万美元。这意味着，有了基石投资加IPO募资金，理想汽车IPO融资总额将达到12.54亿美元-14.73亿美元。</p><p>披露募资额的同时，理想汽车也在招股书中公布了截止到今年二季度的财报。数据显示，理想汽车二季度收入19亿人民币，环比增长128.6%，净亏损为7520万元人民币（第一季度为7710万元人民币）；运营现金流为4.517亿元人民币（第一季度为-6300万元）。</p><p>交付量方面，理想汽车第二季度交付达6604辆，环比增长128%（一季度交付量为2896辆）；交付量的增长也带动了毛利率的提升，第二季度的毛利率从一季度的8%提升到了13.3%。</p><p>就目前信息来看，理想汽车预计将在7月30日正式挂牌上市；顺利上市后，理想汽车将成为蔚来汽车后第二家赴美上市的造车“新势力”。</p><p>理想汽车主打增程式电动车，首款量产车型理想ONE于2019年12月开始交付，截止到今年6月底，交付量已破万，达10677辆。创始人李想曾多次公开表示，理想做到当前的成绩只投入了不到10亿美元，且尚未使用公司C轮融资。</p><p>天眼查信息显示，在本次招股书发布之前，理想汽车已经完成了9轮融资，最新一轮融资是6月底美团领投的D轮融资，融资金额达5.5亿美元，融资后估值达40.5亿美元。</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>理想汽车今晚登陆纳斯达克，传发行价为每股11.5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{ 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; 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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理想汽车今晚登陆纳斯达克，传发行价为每股11.5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 08:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据消息透露，将于北京时间今日（7月30日）晚间正式以“LI”为证券代码在纳斯达克挂牌上市，理想汽车发行定价每股11.5美元，募资11亿美元，高出每股8-10美元的定价指导区间。这是自2018年3月爱奇艺在纳斯达克进行的24亿美元IPO以来，中国在美国的最大IPO。</p><p>理想汽车在本月11日正式向美国证券交易委员会提交招股书，计划在纳斯达克上市。招股书内容显示，理想汽车的融资目标为1亿美元，上市股票代码为“LI”，承销商包括<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等机构。</p><p>本月25日，理想汽车向美国证券交易委员会更新招股书。招股书显示，公司将公开发行规模为9500万股ADS（美国存托股份），同时IPO承销商有1425万股ADS的超额认购权，发行价区间为8-10美元。换句话说，如果承销商行使超额认购权，理想汽车本次IPO公开募集的资金将达到8.74亿至10.93亿美元。</p><p>此前，理想汽车曾在招股书中表示，公司已经获得3.8亿美元的基石投资，认购价为IPO的最终发行价。据悉，美团点评将再投资3亿美元，王兴个人再投3000万美元，字节跳动将投资3000万美元，Kevin Sunny投资2000万美元。这意味着，有了基石投资加IPO募资金，理想汽车IPO融资总额将达到12.54亿美元-14.73亿美元。</p><p>披露募资额的同时，理想汽车也在招股书中公布了截止到今年二季度的财报。数据显示，理想汽车二季度收入19亿人民币，环比增长128.6%，净亏损为7520万元人民币（第一季度为7710万元人民币）；运营现金流为4.517亿元人民币（第一季度为-6300万元）。</p><p>交付量方面，理想汽车第二季度交付达6604辆，环比增长128%（一季度交付量为2896辆）；交付量的增长也带动了毛利率的提升，第二季度的毛利率从一季度的8%提升到了13.3%。</p><p>就目前信息来看，理想汽车预计将在7月30日正式挂牌上市；顺利上市后，理想汽车将成为蔚来汽车后第二家赴美上市的造车“新势力”。</p><p>理想汽车主打增程式电动车，首款量产车型理想ONE于2019年12月开始交付，截止到今年6月底，交付量已破万，达10677辆。创始人李想曾多次公开表示，理想做到当前的成绩只投入了不到10亿美元，且尚未使用公司C轮融资。</p><p>天眼查信息显示，在本次招股书发布之前，理想汽车已经完成了9轮融资，最新一轮融资是6月底美团领投的D轮融资，融资金额达5.5亿美元，融资后估值达40.5亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://x0.ifengimg.com/ucms/2020_31/6496928CA0EBA3C84F6B29B8A04C04B6FB72F9F3_w900_h506.jpg","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2055077309","content_text":"据消息透露，将于北京时间今日（7月30日）晚间正式以“LI”为证券代码在纳斯达克挂牌上市，理想汽车发行定价每股11.5美元，募资11亿美元，高出每股8-10美元的定价指导区间。这是自2018年3月爱奇艺在纳斯达克进行的24亿美元IPO以来，中国在美国的最大IPO。理想汽车在本月11日正式向美国证券交易委员会提交招股书，计划在纳斯达克上市。招股书内容显示，理想汽车的融资目标为1亿美元，上市股票代码为“LI”，承销商包括瑞银、高盛、摩根士丹利等机构。本月25日，理想汽车向美国证券交易委员会更新招股书。招股书显示，公司将公开发行规模为9500万股ADS（美国存托股份），同时IPO承销商有1425万股ADS的超额认购权，发行价区间为8-10美元。换句话说，如果承销商行使超额认购权，理想汽车本次IPO公开募集的资金将达到8.74亿至10.93亿美元。此前，理想汽车曾在招股书中表示，公司已经获得3.8亿美元的基石投资，认购价为IPO的最终发行价。据悉，美团点评将再投资3亿美元，王兴个人再投3000万美元，字节跳动将投资3000万美元，Kevin 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