美团点评王兴的个人主页 - 老虎社区

美团点评王兴

美团点评王兴

暂无个人介绍

IP属地：四川

61关注

7粉丝

0主题

0勋章

美团点评王兴

2020-04-15

垃圾标题党

格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？

美团点评王兴

2020-01-18

小米居然回本了

美团点评王兴

2020-01-02

$BILI 20200117 17.5 PUT(BILI)$ 直接买正股多好

美团点评王兴

2020-01-02

$哔哩哔哩(BILI)$ 涨太快了吧，我好难受，买太少了。我真不该做short put

美团点评王兴

2019-11-18

一顿操作猛如虎，跑输指数零点五。

美团点评王兴

2019-09-06

$拼多多(PDD)$ 拿不住了，溜了溜了

美团点评王兴

2019-08-26

$美团点评-W(03690)$ 炒股想赚钱，名字头像是关键[开心] [开心] [开心]

美团点评王兴

2019-07-10

来立个flag，5年不翻倍（年化收益低于15%），我直播吃键盘$小米集团-W(01810)$

美团点评王兴

2019-02-11

$美团点评-W(03690)$ 美团涨这么快，本来想着打死都不卖的，我都有点动摇了，但是一想着卖美团，就有种卖儿卖女的感觉，好难受。

美团点评王兴

2018-11-19

股神真的是名不虚传#财报知多少#

美团点评王兴

2018-11-15

高瓴资本11月14日其Q3的持仓，以下为部分摘录：减持阿里巴巴（6,508,438->421,002股）（不是说抛弃京东，转投阿里了嘛，怎么恋爱不能长久一点）、YY（942,575->193,490股）、FACEBOOK、爱奇艺清仓百度（444,831股）（尼玛上季度刚买，这季度就卖了）增持CHINA BIOLOGIC PRODS HLDGS I（618,391->1,751,200股）（这是哪个公司？）新进$BILIBILI(BILI)$（14,061股）、苹果（64,287股）继续持有京东、LINE、SNAP、搜狐、百济神州

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3493665636403573,"uuid":"3493665636403573","gmtCreate":1530571615416,"gmtModify":1530571615416,"name":"美团点评王兴","pinyin":"mtdpwxmeituandianpingwangxing","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":7,"headSize":61,"tweetSize":12,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.56%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"四川","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":926086381,"gmtCreate":1586936961443,"gmtModify":1704362578305,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"垃圾标题党","listText":"垃圾标题党","text":"垃圾标题党","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/926086381","repostId":"1150418869","repostType":4,"repost":{"id":"1150418869","pubTimestamp":1586921959,"share":"https://www.laohu8.com/m/news/1150418869?lang=&edition=full","pubTime":"2020-04-15 11:39","market":"sh","language":"zh","title":"格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？","url":"https://stock-news.laohu8.com/highlight/detail?id=1150418869","media":"全天候科技","summary":"4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 ","content":"<p>4 月 14 日晚间，<a href=\"https://laohu8.com/S/000651\">格力电器</a>发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。</p><p>业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。</p><p>从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；<b>实现归母净利润 25.55亿元，同比下滑幅度达49.76%。</b></p><p>在今年一季度，格力预计实现营业总收入 207-229 亿元，同比下滑44%-50%；<b>预计实现归母净利润 13.3 亿元-17.1 亿元，同比下滑幅度高达70%-77%。</b></p><p><b>发生了什么？</b></p><p>格力电器董事长董明珠4月14日在接受央视财经连线采访时表示，<b>公司2月、3月空调销售几乎为零，仅2月就亏了200亿元。</b></p><p>受新冠肺炎疫情影响，格力电器今年一季度利润大幅下滑容易理解。为何去年四季度在并未受到疫情冲击的情况下，利润跌幅依然接近50%？</p><p>这要从去年整个空调市场的境况说起。</p><p>据<a href=\"https://laohu8.com/S/601066\">中信建投</a>分析师陈伟奇、花小伟总结，在经济增长放缓、地产市场萎靡及贸易形势等因素影响下，2019 年初空调增长就开始失速，后续 618 大促及旺季销售仍未见起色，行业整体承压。中怡康数据显示，2019全年国内空调零售额规模同比下滑 7.29%。</p><p>行业遇冷叠加新能效政策实施后的变频化预期，促使2019年空调行业众多企业采取大力度促销措施提振销售，在保证业绩增长的同时对定频及变频三级产品进行集中出清，行业竞争日益激烈。</p><p>格力因此也于去年下半年在销售端做出重大调整。</p><p>一方面，在2020新冷年开盘期间大力度提升经销商返利、通补力度，小幅下调终端零售价，减轻经销商出货及资金压力。</p><p>另一方面，<b>公司于 11 月先后推出“30 亿”与“百亿”让利活动，给予经销商补价政策，推动公司销售及低端机库存出清。这些动作对格力电器营收和利润都带来较大影响。</b></p><p>2020年开年，又因为新冠肺炎疫情影响，白电行业从生产到零售端普遍承受较大压力。奥维云网数据显示，<b>2020 年一季度白电整体零售额降幅在 45%左右</b>。</p><p>对格力来说，在疫情影响下，公司及上下游供应商不能及时复工复产，相关订单、安装工作难以开展。同时终端销售市场几乎冻结，经销商库存负担，资金压力普遍较重，淡季提货积极性大幅降低。</p><p><b>分析师：长期价值依然确定</b></p><p>对于格力电器去年四季度和今年一季度利润的大幅下滑，多名分析师认为，短期内因疫情影响格力业绩承压，但该公司长期价值依然确定。</p><p>从去年四季度的情况来看，中信建投认为，利润的大跌主要因为低端机提货占比提升以及让利活动中产生的大幅度价格补贴所致。从结果来看，<b>促销活动中公司新能效淘汰机型得到有效出清，经销商资金压力部分释放，四季度公司市场份额显著提振，行业格局进一步明晰。</b></p><p>在如今面临疫情考验的情况下，格力近日推出了30-60亿元大额股份回购。据中信建投，按照去年三季度末数据计算，此次回购金额的上限 60 亿元约占公司总资产的2.06%、约占公司净资产的 5.95%，约占公司货币资金的 4.40%，回购不会对公司的经营、财务和未来发展产生重大影响。</p><p>中信建投认为，这一大手笔回购充分彰显对公司发展信心，同时也将进一步构建管理管理团队的长期激励与约束机制，确保公司长期目标与价值的稳步实现。</p><p>此外，2020 版空调新能效国标将于 7 月 1 日正式实施，这将使中国空调行业对标日本，出现空调“全变频化”趋势。</p><p><b>而格力借助 2019 年双十一大力度让利促销活动，对定频机与低能效变频机进行了一次集中处理，目前公司库存中，新能效规定的淘汰机型占比已大幅降低，整体库存结构趋于优化。</b></p><p>中信建投称，格力有望借助新能效推行洗牌契机，进一步扩大销售份额。疫情期间虽然业绩短暂遇冷，但是<b>经营韧性仍在，目前估值处于底部。</b></p><p>民生证券也提到，4月以来随疫情冲击减弱，生产端基本已实现了复工复产，同时据经销商反馈终端销售情况逐周有所好转，并有望在五一黄金周前后恢复到正常水平，一季度滞后的装修及购置需求有望逐步释放。</p><p>尽管全年行业价格战预期仍在，但考虑到一季度销售停滞冲击下部分地方性品牌退出市场，以及 7 月 1 日新能效标准等级实施后中小品牌的进一步出清，龙头份额有望稳步提升，一定程度上缓解较为紧张的竞争及增长压力。</p><p>民生证券认为，综合来看行业竞争格局有望逐渐明晰，预计价格战对龙头影响有限，全年业绩有望表现出韧性。在销售复苏预期下，核心资产估值修复值得期待。</p>","source":"awtmt_stock","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>格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？</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格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-15 11:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://awtmt.com/articles/3590288><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；实现归母净利润 25.55亿元，同比下滑幅度达49.76%。在今年一季度，格力预计实现...</p>\n\n<a href=\"https://awtmt.com/articles/3590288\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41d6828c57bd869d8fd1acd2f06bebb9","relate_stocks":{"000651":"格力电器"},"source_url":"https://awtmt.com/articles/3590288","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150418869","content_text":"4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；实现归母净利润 25.55亿元，同比下滑幅度达49.76%。在今年一季度，格力预计实现营业总收入 207-229 亿元，同比下滑44%-50%；预计实现归母净利润 13.3 亿元-17.1 亿元，同比下滑幅度高达70%-77%。发生了什么？格力电器董事长董明珠4月14日在接受央视财经连线采访时表示，公司2月、3月空调销售几乎为零，仅2月就亏了200亿元。受新冠肺炎疫情影响，格力电器今年一季度利润大幅下滑容易理解。为何去年四季度在并未受到疫情冲击的情况下，利润跌幅依然接近50%？这要从去年整个空调市场的境况说起。据中信建投分析师陈伟奇、花小伟总结，在经济增长放缓、地产市场萎靡及贸易形势等因素影响下，2019 年初空调增长就开始失速，后续 618 大促及旺季销售仍未见起色，行业整体承压。中怡康数据显示，2019全年国内空调零售额规模同比下滑 7.29%。行业遇冷叠加新能效政策实施后的变频化预期，促使2019年空调行业众多企业采取大力度促销措施提振销售，在保证业绩增长的同时对定频及变频三级产品进行集中出清，行业竞争日益激烈。格力因此也于去年下半年在销售端做出重大调整。一方面，在2020新冷年开盘期间大力度提升经销商返利、通补力度，小幅下调终端零售价，减轻经销商出货及资金压力。另一方面，公司于 11 月先后推出“30 亿”与“百亿”让利活动，给予经销商补价政策，推动公司销售及低端机库存出清。这些动作对格力电器营收和利润都带来较大影响。2020年开年，又因为新冠肺炎疫情影响，白电行业从生产到零售端普遍承受较大压力。奥维云网数据显示，2020 年一季度白电整体零售额降幅在 45%左右。对格力来说，在疫情影响下，公司及上下游供应商不能及时复工复产，相关订单、安装工作难以开展。同时终端销售市场几乎冻结，经销商库存负担，资金压力普遍较重，淡季提货积极性大幅降低。分析师：长期价值依然确定对于格力电器去年四季度和今年一季度利润的大幅下滑，多名分析师认为，短期内因疫情影响格力业绩承压，但该公司长期价值依然确定。从去年四季度的情况来看，中信建投认为，利润的大跌主要因为低端机提货占比提升以及让利活动中产生的大幅度价格补贴所致。从结果来看，促销活动中公司新能效淘汰机型得到有效出清，经销商资金压力部分释放，四季度公司市场份额显著提振，行业格局进一步明晰。在如今面临疫情考验的情况下，格力近日推出了30-60亿元大额股份回购。据中信建投，按照去年三季度末数据计算，此次回购金额的上限 60 亿元约占公司总资产的2.06%、约占公司净资产的 5.95%，约占公司货币资金的 4.40%，回购不会对公司的经营、财务和未来发展产生重大影响。中信建投认为，这一大手笔回购充分彰显对公司发展信心，同时也将进一步构建管理管理团队的长期激励与约束机制，确保公司长期目标与价值的稳步实现。此外，2020 版空调新能效国标将于 7 月 1 日正式实施，这将使中国空调行业对标日本，出现空调“全变频化”趋势。而格力借助 2019 年双十一大力度让利促销活动，对定频机与低能效变频机进行了一次集中处理，目前公司库存中，新能效规定的淘汰机型占比已大幅降低，整体库存结构趋于优化。中信建投称，格力有望借助新能效推行洗牌契机，进一步扩大销售份额。疫情期间虽然业绩短暂遇冷，但是经营韧性仍在，目前估值处于底部。民生证券也提到，4月以来随疫情冲击减弱，生产端基本已实现了复工复产，同时据经销商反馈终端销售情况逐周有所好转，并有望在五一黄金周前后恢复到正常水平，一季度滞后的装修及购置需求有望逐步释放。尽管全年行业价格战预期仍在，但考虑到一季度销售停滞冲击下部分地方性品牌退出市场，以及 7 月 1 日新能效标准等级实施后中小品牌的进一步出清，龙头份额有望稳步提升，一定程度上缓解较为紧张的竞争及增长压力。民生证券认为，综合来看行业竞争格局有望逐渐明晰，预计价格战对龙头影响有限，全年业绩有望表现出韧性。在销售复苏预期下，核心资产估值修复值得期待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916824604,"gmtCreate":1579326123108,"gmtModify":1704339657363,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"小米居然回本了","listText":"小米居然回本了","text":"小米居然回本了","images":[{"img":"https://static.tigerbbs.com/36f885d1a0eabdddc3033d3c515b3fc3","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916824604","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":911910283,"gmtCreate":1577976717842,"gmtModify":1704336683874,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$BILI 20200117 17.5 PUT(BILI)$</a>&nbsp;直接买正股多好","listText":"<a href=\"https://laohu8.com/S/BILI\">$BILI 20200117 17.5 PUT(BILI)$</a>&nbsp;直接买正股多好","text":"$BILI 20200117 17.5 PUT(BILI)$ 直接买正股多好","images":[{"img":"https://static.tigerbbs.com/bb38d2bacdf6a67b801881d35faef8f5","width":"1080","height":"1698"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911910283","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":911910906,"gmtCreate":1577976699805,"gmtModify":1704336683176,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;涨太快了吧，我好难受，买太少了。我真不该做short put","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;涨太快了吧，我好难受，买太少了。我真不该做short put","text":"$哔哩哔哩(BILI)$ 涨太快了吧，我好难受，买太少了。我真不该做short put","images":[{"img":"https://static.tigerbbs.com/549665a177fe86367d721b8755d410f2","width":"1080","height":"1588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/911910906","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488890715656803","authorId":"3488890715656803","name":"大叔的跃迁","avatar":"https://static.tigerbbs.com/6dec2f2271bb946327d7fa6eb924fdb9","crmLevel":1,"crmLevelSwitch":0},"content":"买了多少呀","text":"买了多少呀","html":"买了多少呀"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":934988813,"gmtCreate":1574008391632,"gmtModify":1704727037753,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"一顿操作猛如虎，跑输指数零点五。","listText":"一顿操作猛如虎，跑输指数零点五。","text":"一顿操作猛如虎，跑输指数零点五。","images":[{"img":"https://static.tigerbbs.com/d716afda03d5d715fde78153313554b7","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/934988813","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":997747571,"gmtCreate":1567762906793,"gmtModify":1704716795220,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拿不住了，溜了溜了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拿不住了，溜了溜了","text":"$拼多多(PDD)$ 拿不住了，溜了溜了","images":[{"img":"https://static.tigerbbs.com/5c3e0a832a5acd7576d10c03e4b1a9c6","width":"1080","height":"1588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/997747571","isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500611891340058","authorId":"3500611891340058","name":"五鬼运财","avatar":"https://static.tigerbbs.com/ae5a0e91bac264d438e96a1b4a3af11a","crmLevel":1,"crmLevelSwitch":0},"content":"买了多少🔪","text":"买了多少🔪","html":"买了多少🔪"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":994297617,"gmtCreate":1566795092039,"gmtModify":1704715002953,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>&nbsp;炒股想赚钱，名字头像是关键[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>&nbsp;炒股想赚钱，名字头像是关键[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"$美团点评-W(03690)$ 炒股想赚钱，名字头像是关键[开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/c84ba7a07cfdeb3b2e2bbcc263176e13","width":"1080","height":"1588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/994297617","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":990404326,"gmtCreate":1562728377965,"gmtModify":1704704166362,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"来立个flag，5年不翻倍（年化收益低于15%），我直播吃键盘<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;","listText":"来立个flag，5年不翻倍（年化收益低于15%），我直播吃键盘<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;","text":"来立个flag，5年不翻倍（年化收益低于15%），我直播吃键盘$小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/9508c5367ccc16f01cf746dc699ff21f","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/990404326","isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518646903028511","authorId":"3518646903028511","name":"649940d2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"现在距离雷总说的翻倍还有4倍，距离你说的也很远，而且你确定小米集团的股票可以维持5年吗？现在谈有点远，1年还好说～","text":"现在距离雷总说的翻倍还有4倍，距离你说的也很远，而且你确定小米集团的股票可以维持5年吗？现在谈有点远，1年还好说～","html":"现在距离雷总说的翻倍还有4倍，距离你说的也很远，而且你确定小米集团的股票可以维持5年吗？现在谈有点远，1年还好说～"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":398028,"gmtCreate":1549863847160,"gmtModify":1704789210873,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"$美团点评-W(03690)$ 美团涨这么快，本来想着打死都不卖的，我都有点动摇了，但是一想着卖美团，就有种卖儿卖女的感觉，好难受。","listText":"$美团点评-W(03690)$ 美团涨这么快，本来想着打死都不卖的，我都有点动摇了，但是一想着卖美团，就有种卖儿卖女的感觉，好难受。","text":"$美团点评-W(03690)$ 美团涨这么快，本来想着打死都不卖的，我都有点动摇了，但是一想着卖美团，就有种卖儿卖女的感觉，好难受。","images":[{"img":"https://static.tigerbbs.com/0764e31415c4a00e74359027c4f09303"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/398028","isVote":1,"tweetType":1,"viewCount":3546,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463336383427670","authorId":"3463336383427670","name":"神级英雄","avatar":"https://static.tigerbbs.com/91612aa9c81aeb96283201946ce23719","crmLevel":2,"crmLevelSwitch":0},"content":"这大腿让你抱得","text":"这大腿让你抱得","html":"这大腿让你抱得"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":334187,"gmtCreate":1542625893120,"gmtModify":1704781242956,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"股神真的是名不虚传#财报知多少#","listText":"股神真的是名不虚传#财报知多少#","text":"股神真的是名不虚传#财报知多少#","images":[{"img":"https://static.tigerbbs.com/819de80b4d44c0d9f9375376f12c221a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334187","isVote":1,"tweetType":1,"viewCount":2497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":331733,"gmtCreate":1542286660990,"gmtModify":1704780942763,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"高瓴资本11月14日其Q3的持仓，以下为部分摘录： 减持阿里巴巴（6,508,438-&gt;421,002股）（不是说抛弃京东，转投阿里了嘛，怎么恋爱不能长久一点）、YY（942,575-&gt;193,490股）、FACEBOOK、爱奇艺 清仓百度（444,831股）（尼玛上季度刚买，这季度就卖了） 增持CHINA BIOLOGIC PRODS HLDGS I（618,391-&gt;1,751,200股）（这是哪个公司？） 新进$BILIBILI(BILI)$（14,061股）、苹果（64,287股） 继续持有京东、LINE、SNAP、搜狐、百济神州","listText":"高瓴资本11月14日其Q3的持仓，以下为部分摘录： 减持阿里巴巴（6,508,438-&gt;421,002股）（不是说抛弃京东，转投阿里了嘛，怎么恋爱不能长久一点）、YY（942,575-&gt;193,490股）、FACEBOOK、爱奇艺 清仓百度（444,831股）（尼玛上季度刚买，这季度就卖了） 增持CHINA BIOLOGIC PRODS HLDGS I（618,391-&gt;1,751,200股）（这是哪个公司？） 新进$BILIBILI(BILI)$（14,061股）、苹果（64,287股） 继续持有京东、LINE、SNAP、搜狐、百济神州","text":"高瓴资本11月14日其Q3的持仓，以下为部分摘录： 减持阿里巴巴（6,508,438->421,002股）（不是说抛弃京东，转投阿里了嘛，怎么恋爱不能长久一点）、YY（942,575->193,490股）、FACEBOOK、爱奇艺 清仓百度（444,831股）（尼玛上季度刚买，这季度就卖了） 增持CHINA BIOLOGIC PRODS HLDGS I（618,391->1,751,200股）（这是哪个公司？） 新进$BILIBILI(BILI)$（14,061股）、苹果（64,287股） 继续持有京东、LINE、SNAP、搜狐、百济神州","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331733","isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":997747571,"gmtCreate":1567762906793,"gmtModify":1704716795220,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拿不住了，溜了溜了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拿不住了，溜了溜了","text":"$拼多多(PDD)$ 拿不住了，溜了溜了","images":[{"img":"https://static.tigerbbs.com/5c3e0a832a5acd7576d10c03e4b1a9c6","width":"1080","height":"1588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/997747571","isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500611891340058","authorId":"3500611891340058","name":"五鬼运财","avatar":"https://static.tigerbbs.com/ae5a0e91bac264d438e96a1b4a3af11a","crmLevel":1,"crmLevelSwitch":0},"content":"买了多少🔪","text":"买了多少🔪","html":"买了多少🔪"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":398028,"gmtCreate":1549863847160,"gmtModify":1704789210873,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"$美团点评-W(03690)$ 美团涨这么快，本来想着打死都不卖的，我都有点动摇了，但是一想着卖美团，就有种卖儿卖女的感觉，好难受。","listText":"$美团点评-W(03690)$ 美团涨这么快，本来想着打死都不卖的，我都有点动摇了，但是一想着卖美团，就有种卖儿卖女的感觉，好难受。","text":"$美团点评-W(03690)$ 美团涨这么快，本来想着打死都不卖的，我都有点动摇了，但是一想着卖美团，就有种卖儿卖女的感觉，好难受。","images":[{"img":"https://static.tigerbbs.com/0764e31415c4a00e74359027c4f09303"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/398028","isVote":1,"tweetType":1,"viewCount":3546,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463336383427670","authorId":"3463336383427670","name":"神级英雄","avatar":"https://static.tigerbbs.com/91612aa9c81aeb96283201946ce23719","crmLevel":2,"crmLevelSwitch":0},"content":"这大腿让你抱得","text":"这大腿让你抱得","html":"这大腿让你抱得"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":990404326,"gmtCreate":1562728377965,"gmtModify":1704704166362,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"来立个flag，5年不翻倍（年化收益低于15%），我直播吃键盘<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;","listText":"来立个flag，5年不翻倍（年化收益低于15%），我直播吃键盘<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;","text":"来立个flag，5年不翻倍（年化收益低于15%），我直播吃键盘$小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/9508c5367ccc16f01cf746dc699ff21f","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/990404326","isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518646903028511","authorId":"3518646903028511","name":"649940d2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"现在距离雷总说的翻倍还有4倍，距离你说的也很远，而且你确定小米集团的股票可以维持5年吗？现在谈有点远，1年还好说～","text":"现在距离雷总说的翻倍还有4倍，距离你说的也很远，而且你确定小米集团的股票可以维持5年吗？现在谈有点远，1年还好说～","html":"现在距离雷总说的翻倍还有4倍，距离你说的也很远，而且你确定小米集团的股票可以维持5年吗？现在谈有点远，1年还好说～"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":994297617,"gmtCreate":1566795092039,"gmtModify":1704715002953,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>&nbsp;炒股想赚钱，名字头像是关键[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>&nbsp;炒股想赚钱，名字头像是关键[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"$美团点评-W(03690)$ 炒股想赚钱，名字头像是关键[开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/c84ba7a07cfdeb3b2e2bbcc263176e13","width":"1080","height":"1588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/994297617","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":911910906,"gmtCreate":1577976699805,"gmtModify":1704336683176,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;涨太快了吧，我好难受，买太少了。我真不该做short put","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;涨太快了吧，我好难受，买太少了。我真不该做short put","text":"$哔哩哔哩(BILI)$ 涨太快了吧，我好难受，买太少了。我真不该做short put","images":[{"img":"https://static.tigerbbs.com/549665a177fe86367d721b8755d410f2","width":"1080","height":"1588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/911910906","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488890715656803","authorId":"3488890715656803","name":"大叔的跃迁","avatar":"https://static.tigerbbs.com/6dec2f2271bb946327d7fa6eb924fdb9","crmLevel":1,"crmLevelSwitch":0},"content":"买了多少呀","text":"买了多少呀","html":"买了多少呀"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":331733,"gmtCreate":1542286660990,"gmtModify":1704780942763,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"高瓴资本11月14日其Q3的持仓，以下为部分摘录： 减持阿里巴巴（6,508,438-&gt;421,002股）（不是说抛弃京东，转投阿里了嘛，怎么恋爱不能长久一点）、YY（942,575-&gt;193,490股）、FACEBOOK、爱奇艺 清仓百度（444,831股）（尼玛上季度刚买，这季度就卖了） 增持CHINA BIOLOGIC PRODS HLDGS I（618,391-&gt;1,751,200股）（这是哪个公司？） 新进$BILIBILI(BILI)$（14,061股）、苹果（64,287股） 继续持有京东、LINE、SNAP、搜狐、百济神州","listText":"高瓴资本11月14日其Q3的持仓，以下为部分摘录： 减持阿里巴巴（6,508,438-&gt;421,002股）（不是说抛弃京东，转投阿里了嘛，怎么恋爱不能长久一点）、YY（942,575-&gt;193,490股）、FACEBOOK、爱奇艺 清仓百度（444,831股）（尼玛上季度刚买，这季度就卖了） 增持CHINA BIOLOGIC PRODS HLDGS I（618,391-&gt;1,751,200股）（这是哪个公司？） 新进$BILIBILI(BILI)$（14,061股）、苹果（64,287股） 继续持有京东、LINE、SNAP、搜狐、百济神州","text":"高瓴资本11月14日其Q3的持仓，以下为部分摘录： 减持阿里巴巴（6,508,438->421,002股）（不是说抛弃京东，转投阿里了嘛，怎么恋爱不能长久一点）、YY（942,575->193,490股）、FACEBOOK、爱奇艺 清仓百度（444,831股）（尼玛上季度刚买，这季度就卖了） 增持CHINA BIOLOGIC PRODS HLDGS I（618,391->1,751,200股）（这是哪个公司？） 新进$BILIBILI(BILI)$（14,061股）、苹果（64,287股） 继续持有京东、LINE、SNAP、搜狐、百济神州","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331733","isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911910283,"gmtCreate":1577976717842,"gmtModify":1704336683874,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$BILI 20200117 17.5 PUT(BILI)$</a>&nbsp;直接买正股多好","listText":"<a href=\"https://laohu8.com/S/BILI\">$BILI 20200117 17.5 PUT(BILI)$</a>&nbsp;直接买正股多好","text":"$BILI 20200117 17.5 PUT(BILI)$ 直接买正股多好","images":[{"img":"https://static.tigerbbs.com/bb38d2bacdf6a67b801881d35faef8f5","width":"1080","height":"1698"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911910283","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":926086381,"gmtCreate":1586936961443,"gmtModify":1704362578305,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"垃圾标题党","listText":"垃圾标题党","text":"垃圾标题党","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/926086381","repostId":"1150418869","repostType":4,"repost":{"id":"1150418869","pubTimestamp":1586921959,"share":"https://www.laohu8.com/m/news/1150418869?lang=&edition=full","pubTime":"2020-04-15 11:39","market":"sh","language":"zh","title":"格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？","url":"https://stock-news.laohu8.com/highlight/detail?id=1150418869","media":"全天候科技","summary":"4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 ","content":"<p>4 月 14 日晚间，<a href=\"https://laohu8.com/S/000651\">格力电器</a>发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。</p><p>业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。</p><p>从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；<b>实现归母净利润 25.55亿元，同比下滑幅度达49.76%。</b></p><p>在今年一季度，格力预计实现营业总收入 207-229 亿元，同比下滑44%-50%；<b>预计实现归母净利润 13.3 亿元-17.1 亿元，同比下滑幅度高达70%-77%。</b></p><p><b>发生了什么？</b></p><p>格力电器董事长董明珠4月14日在接受央视财经连线采访时表示，<b>公司2月、3月空调销售几乎为零，仅2月就亏了200亿元。</b></p><p>受新冠肺炎疫情影响，格力电器今年一季度利润大幅下滑容易理解。为何去年四季度在并未受到疫情冲击的情况下，利润跌幅依然接近50%？</p><p>这要从去年整个空调市场的境况说起。</p><p>据<a href=\"https://laohu8.com/S/601066\">中信建投</a>分析师陈伟奇、花小伟总结，在经济增长放缓、地产市场萎靡及贸易形势等因素影响下，2019 年初空调增长就开始失速，后续 618 大促及旺季销售仍未见起色，行业整体承压。中怡康数据显示，2019全年国内空调零售额规模同比下滑 7.29%。</p><p>行业遇冷叠加新能效政策实施后的变频化预期，促使2019年空调行业众多企业采取大力度促销措施提振销售，在保证业绩增长的同时对定频及变频三级产品进行集中出清，行业竞争日益激烈。</p><p>格力因此也于去年下半年在销售端做出重大调整。</p><p>一方面，在2020新冷年开盘期间大力度提升经销商返利、通补力度，小幅下调终端零售价，减轻经销商出货及资金压力。</p><p>另一方面，<b>公司于 11 月先后推出“30 亿”与“百亿”让利活动，给予经销商补价政策，推动公司销售及低端机库存出清。这些动作对格力电器营收和利润都带来较大影响。</b></p><p>2020年开年，又因为新冠肺炎疫情影响，白电行业从生产到零售端普遍承受较大压力。奥维云网数据显示，<b>2020 年一季度白电整体零售额降幅在 45%左右</b>。</p><p>对格力来说，在疫情影响下，公司及上下游供应商不能及时复工复产，相关订单、安装工作难以开展。同时终端销售市场几乎冻结，经销商库存负担，资金压力普遍较重，淡季提货积极性大幅降低。</p><p><b>分析师：长期价值依然确定</b></p><p>对于格力电器去年四季度和今年一季度利润的大幅下滑，多名分析师认为，短期内因疫情影响格力业绩承压，但该公司长期价值依然确定。</p><p>从去年四季度的情况来看，中信建投认为，利润的大跌主要因为低端机提货占比提升以及让利活动中产生的大幅度价格补贴所致。从结果来看，<b>促销活动中公司新能效淘汰机型得到有效出清，经销商资金压力部分释放，四季度公司市场份额显著提振，行业格局进一步明晰。</b></p><p>在如今面临疫情考验的情况下，格力近日推出了30-60亿元大额股份回购。据中信建投，按照去年三季度末数据计算，此次回购金额的上限 60 亿元约占公司总资产的2.06%、约占公司净资产的 5.95%，约占公司货币资金的 4.40%，回购不会对公司的经营、财务和未来发展产生重大影响。</p><p>中信建投认为，这一大手笔回购充分彰显对公司发展信心，同时也将进一步构建管理管理团队的长期激励与约束机制，确保公司长期目标与价值的稳步实现。</p><p>此外，2020 版空调新能效国标将于 7 月 1 日正式实施，这将使中国空调行业对标日本，出现空调“全变频化”趋势。</p><p><b>而格力借助 2019 年双十一大力度让利促销活动，对定频机与低能效变频机进行了一次集中处理，目前公司库存中，新能效规定的淘汰机型占比已大幅降低，整体库存结构趋于优化。</b></p><p>中信建投称，格力有望借助新能效推行洗牌契机，进一步扩大销售份额。疫情期间虽然业绩短暂遇冷，但是<b>经营韧性仍在，目前估值处于底部。</b></p><p>民生证券也提到，4月以来随疫情冲击减弱，生产端基本已实现了复工复产，同时据经销商反馈终端销售情况逐周有所好转，并有望在五一黄金周前后恢复到正常水平，一季度滞后的装修及购置需求有望逐步释放。</p><p>尽管全年行业价格战预期仍在，但考虑到一季度销售停滞冲击下部分地方性品牌退出市场，以及 7 月 1 日新能效标准等级实施后中小品牌的进一步出清，龙头份额有望稳步提升，一定程度上缓解较为紧张的竞争及增长压力。</p><p>民生证券认为，综合来看行业竞争格局有望逐渐明晰，预计价格战对龙头影响有限，全年业绩有望表现出韧性。在销售复苏预期下，核心资产估值修复值得期待。</p>","source":"awtmt_stock","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>格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？</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格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-15 11:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://awtmt.com/articles/3590288><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；实现归母净利润 25.55亿元，同比下滑幅度达49.76%。在今年一季度，格力预计实现...</p>\n\n<a href=\"https://awtmt.com/articles/3590288\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41d6828c57bd869d8fd1acd2f06bebb9","relate_stocks":{"000651":"格力电器"},"source_url":"https://awtmt.com/articles/3590288","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150418869","content_text":"4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；实现归母净利润 25.55亿元，同比下滑幅度达49.76%。在今年一季度，格力预计实现营业总收入 207-229 亿元，同比下滑44%-50%；预计实现归母净利润 13.3 亿元-17.1 亿元，同比下滑幅度高达70%-77%。发生了什么？格力电器董事长董明珠4月14日在接受央视财经连线采访时表示，公司2月、3月空调销售几乎为零，仅2月就亏了200亿元。受新冠肺炎疫情影响，格力电器今年一季度利润大幅下滑容易理解。为何去年四季度在并未受到疫情冲击的情况下，利润跌幅依然接近50%？这要从去年整个空调市场的境况说起。据中信建投分析师陈伟奇、花小伟总结，在经济增长放缓、地产市场萎靡及贸易形势等因素影响下，2019 年初空调增长就开始失速，后续 618 大促及旺季销售仍未见起色，行业整体承压。中怡康数据显示，2019全年国内空调零售额规模同比下滑 7.29%。行业遇冷叠加新能效政策实施后的变频化预期，促使2019年空调行业众多企业采取大力度促销措施提振销售，在保证业绩增长的同时对定频及变频三级产品进行集中出清，行业竞争日益激烈。格力因此也于去年下半年在销售端做出重大调整。一方面，在2020新冷年开盘期间大力度提升经销商返利、通补力度，小幅下调终端零售价，减轻经销商出货及资金压力。另一方面，公司于 11 月先后推出“30 亿”与“百亿”让利活动，给予经销商补价政策，推动公司销售及低端机库存出清。这些动作对格力电器营收和利润都带来较大影响。2020年开年，又因为新冠肺炎疫情影响，白电行业从生产到零售端普遍承受较大压力。奥维云网数据显示，2020 年一季度白电整体零售额降幅在 45%左右。对格力来说，在疫情影响下，公司及上下游供应商不能及时复工复产，相关订单、安装工作难以开展。同时终端销售市场几乎冻结，经销商库存负担，资金压力普遍较重，淡季提货积极性大幅降低。分析师：长期价值依然确定对于格力电器去年四季度和今年一季度利润的大幅下滑，多名分析师认为，短期内因疫情影响格力业绩承压，但该公司长期价值依然确定。从去年四季度的情况来看，中信建投认为，利润的大跌主要因为低端机提货占比提升以及让利活动中产生的大幅度价格补贴所致。从结果来看，促销活动中公司新能效淘汰机型得到有效出清，经销商资金压力部分释放，四季度公司市场份额显著提振，行业格局进一步明晰。在如今面临疫情考验的情况下，格力近日推出了30-60亿元大额股份回购。据中信建投，按照去年三季度末数据计算，此次回购金额的上限 60 亿元约占公司总资产的2.06%、约占公司净资产的 5.95%，约占公司货币资金的 4.40%，回购不会对公司的经营、财务和未来发展产生重大影响。中信建投认为，这一大手笔回购充分彰显对公司发展信心，同时也将进一步构建管理管理团队的长期激励与约束机制，确保公司长期目标与价值的稳步实现。此外，2020 版空调新能效国标将于 7 月 1 日正式实施，这将使中国空调行业对标日本，出现空调“全变频化”趋势。而格力借助 2019 年双十一大力度让利促销活动，对定频机与低能效变频机进行了一次集中处理，目前公司库存中，新能效规定的淘汰机型占比已大幅降低，整体库存结构趋于优化。中信建投称，格力有望借助新能效推行洗牌契机，进一步扩大销售份额。疫情期间虽然业绩短暂遇冷，但是经营韧性仍在，目前估值处于底部。民生证券也提到，4月以来随疫情冲击减弱，生产端基本已实现了复工复产，同时据经销商反馈终端销售情况逐周有所好转，并有望在五一黄金周前后恢复到正常水平，一季度滞后的装修及购置需求有望逐步释放。尽管全年行业价格战预期仍在，但考虑到一季度销售停滞冲击下部分地方性品牌退出市场，以及 7 月 1 日新能效标准等级实施后中小品牌的进一步出清，龙头份额有望稳步提升，一定程度上缓解较为紧张的竞争及增长压力。民生证券认为，综合来看行业竞争格局有望逐渐明晰，预计价格战对龙头影响有限，全年业绩有望表现出韧性。在销售复苏预期下，核心资产估值修复值得期待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916824604,"gmtCreate":1579326123108,"gmtModify":1704339657363,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"小米居然回本了","listText":"小米居然回本了","text":"小米居然回本了","images":[{"img":"https://static.tigerbbs.com/36f885d1a0eabdddc3033d3c515b3fc3","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916824604","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":934988813,"gmtCreate":1574008391632,"gmtModify":1704727037753,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"一顿操作猛如虎，跑输指数零点五。","listText":"一顿操作猛如虎，跑输指数零点五。","text":"一顿操作猛如虎，跑输指数零点五。","images":[{"img":"https://static.tigerbbs.com/d716afda03d5d715fde78153313554b7","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/934988813","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":334187,"gmtCreate":1542625893120,"gmtModify":1704781242956,"author":{"id":"3493665636403573","authorId":"3493665636403573","name":"美团点评王兴","avatar":"https://static.tigerbbs.com/0c3631ceb9a62d0166276a8691135e74","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"股神真的是名不虚传#财报知多少#","listText":"股神真的是名不虚传#财报知多少#","text":"股神真的是名不虚传#财报知多少#","images":[{"img":"https://static.tigerbbs.com/819de80b4d44c0d9f9375376f12c221a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334187","isVote":1,"tweetType":1,"viewCount":2497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}