温江韭菜的个人主页 - 老虎社区

温江韭菜

温江韭菜

杠杆对冲之嗯冲

IP属地：四川

68关注

77粉丝

8主题

0勋章

2020-05-18

$建业新生活(09983)$ 总结四个字:高领不败！！$启明医疗-B(02500)$ $保利物业(06049)$ $沛嘉医疗-B(09996)$ $海底捞(06862)$ $爱尔眼科(300015)$ $百济神州(06160)$

2021-04-14

$TSLA 20210416 750.0 CALL(TSLA)$第一次$特斯拉(TSLA)$感谢特斯拉

2020-11-20

冒个泡，好久没说话了，在期权里沉沦太久了，今年注定是难受的一年，感谢老虎兰亭回点血。。。$兰亭集势(LITB)$$老虎证券(TIGR)$

2019-12-30

$老虎证券(TIGR)$ 虎不辞山，人不辞路...

2020-02-04

$特斯拉(TSLA)$ 纳斯达克不相信疫情[捂脸]

2019-12-19

$迈科管业(01553)$ 还好昨天含泪平仓了，承认失败，不是坏事[喷血]

2021-03-03

$NQ100指数主连(NQmain)$ 小非农不及预期，十年国债收益率即将突破sp500股息收益率1.47，美股不跌就怪了，赶紧跑吧

2019-12-19

$赤子城科技(09911)$ 这公司的app怎么都找不到地方下载，又是来割韭菜的吗？

2021-08-06

$Bit Digital,Inc(BTBT)$记录一下

去老虎APP查看更多动态

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11:34","market":"us","language":"zh","title":"四天大涨23倍！开心汽车为何能如此“开心”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2076583925","media":"格隆汇","summary":"昙花一现。","content":"<p><b>中概股<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>火了！</b>在隔夜美股三大指数集体收跌之下，一家中概股走进了人们的视野，开启了属于它的高光时刻。</p><p><b>周一，开心汽车股价一度涨超500%，截止到收盘，股价为8.15美元，涨幅收窄至近300%，换手率高达397.78%</b>，最新总市值为4.82亿美元。</p><p>而近四个交易日以来，其股价已成就“逆风翻盘”，从股价0.54美元涨至盘中最高13.39美元，涨幅已高达23倍。</p><p><img src=\"https://static.tigerbbs.com/0eba962069fe4399ff27e526215c9372\" tg-width=\"840\" tg-height=\"470\"></p><p>开心汽车是曾为互联网社交王者——<a href=\"https://laohu8.com/S/RENN\">人人网</a>旗下的全资子公司，在股权结构方面，人人网持股79.03%，为公司第一大股东。</p><p>其前身是2014年成立的人人金控，2018年人人金控更名为开心汽车，由汽车金融业务正式进入二手车零售行业。2019年9月13日，开心汽车正式登陆美国纳斯达克，成为继<a href=\"https://laohu8.com/S/UXIN\">优信</a>之后国内第二家成功赴美上市的二手车企业。</p><p>而受到开心汽车股价暴涨的影响，<b>人人网股价也随之跟涨，截止收盘，股价上涨28.35％</b>，收于5.75美元，最新总市值为1.36亿美元。</p><p><img src=\"https://static.tigerbbs.com/168a2cd7d03a70094d770ee2a4a2b3ed\" tg-width=\"840\" tg-height=\"470\"></p><p><b>炒作情绪的驱动</b></p><p>要知道上个月开心汽车才创下股价历史新低（0.40美元），如今的表现可谓是“不可同日而语”。</p><p>究及原因，<b>主要是受到了新能源汽车市场的炒作热风</b>。</p><p>毕竟，在当今，基于消费升级，新能源汽车已成为市场上的人气宠儿，在政策以及行业的积极加持之下，从疫情阴霾中走出而不断乘风而上，<b>进而带动相关概念板块不断活跃，这也就是近期新能源汽车股频频逆市暴涨的主要原因</b>。</p><p>“今年9月，新能源汽车产销分别完成13.6万辆和13.8万辆，刷新了9月的历史纪录，同比分别增长48.0%和67.7%。”——公开数据</p><p>今年以来，造车新势力——<a href=\"https://laohu8.com/S/NIO\">蔚来</a>股价累计涨超580%。</p><p><img src=\"https://static.tigerbbs.com/819d60a6a38e49c816ea83c486e9582f\" tg-width=\"840\" tg-height=\"470\"></p><p>“预计中国的新能源汽车普及率将从现在开始加速，直至2025年将增长四倍。”——<a href=\"https://laohu8.com/S/JPM\">摩根大通</a></p><p>而在此之下，<b>这一乐观预期也驱动整个汽车板块的资金开始“热血沸腾”，受一定的炒作情绪驱动，开心汽车这一规模体量小、市值长期不足1亿美元的标的自然成了投资对象</b>。</p><p><b>开心汽车无法“开心”</b></p><p>但<b>这一低价股所形成的高波幅大概率是“昙花一现”</b>。</p><p>毕竟开心汽车所经营的二手车经销业务与新能源汽车经营业务重叠程度不高，且其业绩表现一直不振，在后期或并不值得期待。</p><p>根据公开数据显示，2017-2019年，开心汽车净营收分别为1.2亿美元、4.3亿美元及3.3亿元。其中，汽车销售业务营收分别为8822.7万美元、4.2亿美元及3.3亿美元。同期，净亏损为2869.5万美元、8953.2万美元及6906.8万美元。</p><p><img src=\"https://img3.gelonghui.com/3a89f-0b0f525f-4b5d-4741-9bcb-dfecfdaf27c9.png\" tg-width=\"739\" tg-height=\"228\"></p><p>数据来源：Choice</p><p>而基于开心汽车业绩不佳，转型主攻二手车业务的人人网自然也无法置身之外，2019年全年营收3.498亿美元，同比下滑29.8%；净亏损为1.07亿美元，去年同期净利润为6448万美元，同比盈转亏。</p><p>同时，今年8月，开心汽车由于经营问题的纠纷，已对旗下三家经销商的非控股股东启动法律程序。而纠纷中的三家经销商是开心汽车2019年营收的主要贡献力量，与其“拔剑相向”的对峙无疑会伤害其营收来源。</p><p>“预计2020年第二季度的营收将明显低于前期营收，并<b>预计从2020年第三季度开始，可能不会实现有意义的营收</b>。”——开心汽车</p><p>再加上疫情影响对二手车市场冲击较深，2020年1-8月，累计完成交易二手车仅811.47万辆，同比下降12.5%，<b>大环境的不景气致使国内互联网二手车交易量不佳，叠加这一商业模式可行性的争议不断，在预计收入出现巨大损失的同时，开心汽车已决定停止二手车经销业务</b>。</p><p>显然，纵然有跟风追高的炒作情绪下带来的暴涨，其蕴藏的风险也不容忽视，<b>开心汽车很可能在上演过山车行情之后，回归理性，继续维持低价颓势</b>，毕竟失去业绩去加以支撑股价的它，或已失去了保持股价长期上涨的源动力。</p><p><b>结语</b></p><p>整体来看，作为政策鼓励发展的新兴产业，<b>国内外新能源汽车行业的发展前景确定性较强</b>，相关概念板块的表现值得去加以关注。</p><p>但针对开心汽车这一异动表现来说，<b>只能说这一涨势并非具备可延续性，主要还是属于疯狂的高调炒作行为所致</b>。</p><p><b>这一涨势虽将开心汽车推至了市场聚光灯之下，但也直接将其业务表现的脆弱性暴露于高光之下</b>，而这一业绩致命伤或难以痊愈，也许在未来的某一天，跟随中概股私有化浪潮，对于其以及母公司来说，私有化退市会是一个自然选择。</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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四天大涨23倍！开心汽车为何能如此“开心”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-20 11:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/418549><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中概股开心汽车火了！在隔夜美股三大指数集体收跌之下，一家中概股走进了人们的视野，开启了属于它的高光时刻。周一，开心汽车股价一度涨超500%，截止到收盘，股价为8.15美元，涨幅收窄至近300%，换手率高达397.78%，最新总市值为4.82亿美元。而近四个交易日以来，其股价已成就“逆风翻盘”，从股价0.54美元涨至盘中最高13.39美元，涨幅已高达23倍。开心汽车是曾为互联网社交王者——人人网旗下...</p>\n\n<a href=\"http://www.gelonghui.com/p/418549\">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/65d348855ab4713bd9c5a703d375e868","relate_stocks":{"KXIN":"开心控股"},"source_url":"http://www.gelonghui.com/p/418549","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2076583925","content_text":"中概股开心汽车火了！在隔夜美股三大指数集体收跌之下，一家中概股走进了人们的视野，开启了属于它的高光时刻。周一，开心汽车股价一度涨超500%，截止到收盘，股价为8.15美元，涨幅收窄至近300%，换手率高达397.78%，最新总市值为4.82亿美元。而近四个交易日以来，其股价已成就“逆风翻盘”，从股价0.54美元涨至盘中最高13.39美元，涨幅已高达23倍。开心汽车是曾为互联网社交王者——人人网旗下的全资子公司，在股权结构方面，人人网持股79.03%，为公司第一大股东。其前身是2014年成立的人人金控，2018年人人金控更名为开心汽车，由汽车金融业务正式进入二手车零售行业。2019年9月13日，开心汽车正式登陆美国纳斯达克，成为继优信之后国内第二家成功赴美上市的二手车企业。而受到开心汽车股价暴涨的影响，人人网股价也随之跟涨，截止收盘，股价上涨28.35％，收于5.75美元，最新总市值为1.36亿美元。炒作情绪的驱动要知道上个月开心汽车才创下股价历史新低（0.40美元），如今的表现可谓是“不可同日而语”。究及原因，主要是受到了新能源汽车市场的炒作热风。毕竟，在当今，基于消费升级，新能源汽车已成为市场上的人气宠儿，在政策以及行业的积极加持之下，从疫情阴霾中走出而不断乘风而上，进而带动相关概念板块不断活跃，这也就是近期新能源汽车股频频逆市暴涨的主要原因。“今年9月，新能源汽车产销分别完成13.6万辆和13.8万辆，刷新了9月的历史纪录，同比分别增长48.0%和67.7%。”——公开数据今年以来，造车新势力——蔚来股价累计涨超580%。“预计中国的新能源汽车普及率将从现在开始加速，直至2025年将增长四倍。”——摩根大通而在此之下，这一乐观预期也驱动整个汽车板块的资金开始“热血沸腾”，受一定的炒作情绪驱动，开心汽车这一规模体量小、市值长期不足1亿美元的标的自然成了投资对象。开心汽车无法“开心”但这一低价股所形成的高波幅大概率是“昙花一现”。毕竟开心汽车所经营的二手车经销业务与新能源汽车经营业务重叠程度不高，且其业绩表现一直不振，在后期或并不值得期待。根据公开数据显示，2017-2019年，开心汽车净营收分别为1.2亿美元、4.3亿美元及3.3亿元。其中，汽车销售业务营收分别为8822.7万美元、4.2亿美元及3.3亿美元。同期，净亏损为2869.5万美元、8953.2万美元及6906.8万美元。数据来源：Choice而基于开心汽车业绩不佳，转型主攻二手车业务的人人网自然也无法置身之外，2019年全年营收3.498亿美元，同比下滑29.8%；净亏损为1.07亿美元，去年同期净利润为6448万美元，同比盈转亏。同时，今年8月，开心汽车由于经营问题的纠纷，已对旗下三家经销商的非控股股东启动法律程序。而纠纷中的三家经销商是开心汽车2019年营收的主要贡献力量，与其“拔剑相向”的对峙无疑会伤害其营收来源。“预计2020年第二季度的营收将明显低于前期营收，并预计从2020年第三季度开始，可能不会实现有意义的营收。”——开心汽车再加上疫情影响对二手车市场冲击较深，2020年1-8月，累计完成交易二手车仅811.47万辆，同比下降12.5%，大环境的不景气致使国内互联网二手车交易量不佳，叠加这一商业模式可行性的争议不断，在预计收入出现巨大损失的同时，开心汽车已决定停止二手车经销业务。显然，纵然有跟风追高的炒作情绪下带来的暴涨，其蕴藏的风险也不容忽视，开心汽车很可能在上演过山车行情之后，回归理性，继续维持低价颓势，毕竟失去业绩去加以支撑股价的它，或已失去了保持股价长期上涨的源动力。结语整体来看，作为政策鼓励发展的新兴产业，国内外新能源汽车行业的发展前景确定性较强，相关概念板块的表现值得去加以关注。但针对开心汽车这一异动表现来说，只能说这一涨势并非具备可延续性，主要还是属于疯狂的高调炒作行为所致。这一涨势虽将开心汽车推至了市场聚光灯之下，但也直接将其业务表现的脆弱性暴露于高光之下，而这一业绩致命伤或难以痊愈，也许在未来的某一天，跟随中概股私有化浪潮，对于其以及母公司来说，私有化退市会是一个自然选择。","news_type":1,"symbols_score_info":{"KXIN":0.9}},"isVote":1,"tweetType":1,"viewCount":3705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309672937,"gmtCreate":1602684495829,"gmtModify":1703827460007,"author":{"id":"3536299220162461","authorId":"3536299220162461","name":"温江韭菜","avatar":"https://static.tigerbbs.com/b5406e1ef4684b1d4179b0136903641a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536299220162461","idStr":"3536299220162461"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>第一次买蔚来的价格，该好好反思了[捂脸]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>第一次买蔚来的价格，该好好反思了[捂脸]&nbsp;[捂脸]&nbsp;","text":"$蔚来(NIO)$第一次买蔚来的价格，该好好反思了[捂脸] [捂脸]","images":[{"img":"https://static.tigerbbs.com/bb24ee510dc08ffc3f6fcd9dba25b1b5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309672937","isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":942728904,"gmtCreate":1596222988008,"gmtModify":1704211867192,"author":{"id":"3536299220162461","authorId":"3536299220162461","name":"温江韭菜","avatar":"https://static.tigerbbs.com/b5406e1ef4684b1d4179b0136903641a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536299220162461","idStr":"3536299220162461"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GCAP\">$嘉盛集团(GCAP)$</a>最新消息StoneX并购了嘉盛。","listText":"<a href=\"https://laohu8.com/S/GCAP\">$嘉盛集团(GCAP)$</a>最新消息StoneX并购了嘉盛。","text":"$嘉盛集团(GCAP)$最新消息StoneX并购了嘉盛。","images":[{"img":"https://static.tigerbbs.com/4a8fec4f252ca8972705d552f5768e69","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942728904","isVote":1,"tweetType":1,"viewCount":4007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":942448465,"gmtCreate":1596203713157,"gmtModify":1704211763582,"author":{"id":"3536299220162461","authorId":"3536299220162461","name":"温江韭菜","avatar":"https://static.tigerbbs.com/b5406e1ef4684b1d4179b0136903641a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536299220162461","idStr":"3536299220162461"},"themes":[],"htmlText":"昨天苹果自己不都说了吗？？","listText":"昨天苹果自己不都说了吗？？","text":"昨天苹果自己不都说了吗？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942448465","repostId":"2055862736","repostType":2,"repost":{"id":"2055862736","kind":"news","pubTimestamp":1596203416,"share":"https://www.laohu8.com/m/news/2055862736?lang=zh_CN&edition=full","pubTime":"2020-07-31 21:50","market":"us","language":"zh","title":"高通CFO无意间透露：iPhone 12发售日期将延后","url":"https://stock-news.laohu8.com/highlight/detail?id=2055862736","media":"砍柴网","summary":"来源：新浪VR近日，高通CFO Akash Palkhiwala在一次财报交流活动中表示：由于一款知名5G旗舰手机的全球发售日期延后，所以公司在9月结束的季度Q3中会有收入下滑，但会在12月结束的季度","content":"<html><body><article><p>来源：<a href=\"https://laohu8.com/S/SINA\">新浪</a>VR</p><p>近日，<a href=\"https://laohu8.com/S/QCOM\">高通</a>CFO Akash Palkhiwala在一次财报交流活动中表示：由于一款知名5G旗舰手机的全球发售日期延后，所以公司在9月结束的季度Q3中会有收入下滑，但会在12月结束的季度Q4中恢复。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12189485990/0\"/><p>此番言论一出，外界纷纷展开了猜测。要知道，能对高通的业务造成明显影响的手机厂商，一定是业内巨头级别的，而华为旗舰很少使用高通芯片、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的Note20已经确定好了所有发布和发售日期，所以剩下的就只有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>旗下的iPhone 12了。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12189485991/0\"/><p>作为2020年的全新产品，iPhone 12的看点颇多：5nm A14处理器、复古的中框、更小的5.4寸版本、Pro型号的背部引入LiDAR激光雷达扫描雷达、很可能会明显变小的屏幕刘海等。之前有消息人士Jon Prosser在最新的爆料中指出，iPhone 12系列以及新iPad将在10月份推出，也就是略微延期，其实Jon Prosser过去的消息多数较为靠谱，没想到这次还得到了高通的印证。</p></article></body></html>","source":"tencent","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>高通CFO无意间透露：iPhone 12发售日期将延后</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高通CFO无意间透露：iPhone 12发售日期将延后\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-31 21:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007312153567b21d60d&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：新浪VR近日，高通CFO Akash Palkhiwala在一次财报交流活动中表示：由于一款知名5G旗舰手机的全球发售日期延后，所以公司在9月结束的季度Q3中会有收入下滑，但会在12月结束的季度Q4中恢复。此番言论一出，外界纷纷展开了猜测。要知道，能对高通的业务造成明显影响的手机厂商，一定是业内巨头级别的，而华为旗舰很少使用高通芯片、三星的Note20已经确定好了所有发布和发售日期，所以剩下...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007312153567b21d60d&s=b\">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/d776d009b18d65f20684c952b9f84cf8","relate_stocks":{"QCOM":"高通","09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007312153567b21d60d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2055862736","content_text":"来源：新浪VR近日，高通CFO Akash Palkhiwala在一次财报交流活动中表示：由于一款知名5G旗舰手机的全球发售日期延后，所以公司在9月结束的季度Q3中会有收入下滑，但会在12月结束的季度Q4中恢复。此番言论一出，外界纷纷展开了猜测。要知道，能对高通的业务造成明显影响的手机厂商，一定是业内巨头级别的，而华为旗舰很少使用高通芯片、三星的Note20已经确定好了所有发布和发售日期，所以剩下的就只有苹果旗下的iPhone 12了。作为2020年的全新产品，iPhone 12的看点颇多：5nm A14处理器、复古的中框、更小的5.4寸版本、Pro型号的背部引入LiDAR激光雷达扫描雷达、很可能会明显变小的屏幕刘海等。之前有消息人士Jon Prosser在最新的爆料中指出，iPhone 12系列以及新iPad将在10月份推出，也就是略微延期，其实Jon 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