menglongs的个人主页 - 老虎社区

menglongs

menglongs

能力配不上野心。9.3 4

IP属地：湖北

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5主题

0勋章

2020-02-08

$拼多多(PDD)$ 发布报告表示，预计公司2019年第四季度营收在1.3-1.4亿美元之间，此前预计1-1.1亿美元之间。网络游戏收入在1.25亿美元至1.35亿美元之间，而之前的估值为9500万美元至1.05亿美元。

2020-02-20

$阿里巴巴-SW(09988)$ 两只乌龟打赌，谁先动谁就输。几千年过去了仍然一动不动。这天来了个专家，专家仔细研究后说，以我多年的经验看，这只乌龟背上的甲骨文已经说明，它已经死去五千年了。这时候另一只乌龟缓缓的探出头来说到，妈滴，都死了也不说一下。让我白白守了这么多年。突然传来一个低沉的声音：哈哈，你输了，专家的话你也敢信。

2020-03-17

$Sundance Energy Australia Limited(SNDE)$卖不出去为什么

2020-02-17

本来月入三千块就觉得很幸福

本来月入三千块就觉得很幸福，自从买了A股股票，每天被你们洗脑，我觉得一年不赚一个亿都是不行的，现在走在街上，看谁都看不起，虽然资产3位数，但是这里的砖家却给我资产8位数的自信，不买是不可能的，这辈子都不可能不买，吧里各个都是人才，动不动就大项目、日入过万、年入几千万，各种秀收益派福利，我超喜欢这里的

本来月入三千块就觉得很幸福

2020-03-07

$纳图兹家具(NTZ)$稀烂的股票卖都卖不出。

2020-02-11

$阿里巴巴(BABA)$ 阿里是中国真正伟大的民族企业。

02-20

$老虎证券(TIGR)$ 蛮惊讶

2020-03-02

$诺瓦瓦克斯医药(NVAX)$嗮嗮

02-20

$老虎证券(TIGR)$ 马年好运

2020-02-27

是那么回事儿。

市值万亿美元的四只美股主宰市场之谜

去老虎APP查看更多动态

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马年好运","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534539807363320","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967767968,"gmtCreate":1584705402554,"gmtModify":1704355723484,"author":{"id":"3543499596743285","authorId":"3543499596743285","name":"menglongs","avatar":"https://static.tigerbbs.com/fdb6386dd688063355dd65d3b836ce9e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543499596743285","idStr":"3543499596743285"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967767968","repostId":"2020499216","repostType":2,"repost":{"id":"2020499216","kind":"news","pubTimestamp":1584627645,"share":"https://www.laohu8.com/m/news/2020499216?lang=zh_CN&edition=full","pubTime":"2020-03-19 22:20","market":"us","language":"zh","title":"Stratus Properties Inc盘中异动 早盘股价大涨7.61%","url":"https://stock-news.laohu8.com/highlight/detail?id=2020499216","media":"自选股智能写手","summary":"北京时间2020年03月19日22时20分，Stratus Properties Inc（STRS.us）股票出现异动，股价大幅上涨7.61%。截至发稿，该股报14.00美元/股，成交量802股，换手","content":"<html><body><article><p>北京时间2020年03月19日22时20分，<a href=\"https://laohu8.com/S/STRS\">Stratus Properties</a> Inc（STRS.us）股票出现异动，股价大幅上涨7.61%。截至发稿，该股报14.00美元/股，成交量802股，换手率0.01%，振幅7.69%。</p><p>最近的财报数据显示，该股实现营业收入30.00百万美元，净利润-2.78百万美元，每股收益-0.30美元，毛利数据暂无，市盈率-46.67倍。</p><p>机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。</p><p>Stratus Properties Inc股票所在的房地产行业中，整体涨幅为0.90%。其相关个股中，<a href=\"https://laohu8.com/S/DUO\">房多多</a>、Newmark Group Inc、<a href=\"https://laohu8.com/S/RLGY\">Realogy Holdings</a> Corp涨幅较大，Redfin Corporation、Realogy Holdings Corp、Landmark Infrastructure Partners Lp较为活跃，换手率分别为0.99%、0.92%、0.54%，振幅较大的相关个股有Realogy Holdings Corp、Newmark Group Inc、Landmark Infrastructure Partners Lp 8% Red Perp Pfd Unit Ser 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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\">\nStratus Properties Inc盘中异动 早盘股价大涨7.61%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-19 22:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202003192220467921765e&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2020年03月19日22时20分，Stratus Properties Inc（STRS.us）股票出现异动，股价大幅上涨7.61%。截至发稿，该股报14.00美元/股，成交量802股，换手率0.01%，振幅7.69%。最近的财报数据显示，该股实现营业收入30.00百万美元，净利润-2.78百万美元，每股收益-0.30美元，毛利数据暂无，市盈率-46.67倍。机构评级方面，目前暂无机构对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202003192220467921765e&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/e0ab8365ea89ee143187cbf51d23ba8f","relate_stocks":{"STRS":"Stratus Properties"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202003192220467921765e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2020499216","content_text":"北京时间2020年03月19日22时20分，Stratus Properties Inc（STRS.us）股票出现异动，股价大幅上涨7.61%。截至发稿，该股报14.00美元/股，成交量802股，换手率0.01%，振幅7.69%。最近的财报数据显示，该股实现营业收入30.00百万美元，净利润-2.78百万美元，每股收益-0.30美元，毛利数据暂无，市盈率-46.67倍。机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。Stratus Properties Inc股票所在的房地产行业中，整体涨幅为0.90%。其相关个股中，房多多、Newmark Group Inc、Realogy Holdings Corp涨幅较大，Redfin Corporation、Realogy Holdings Corp、Landmark Infrastructure Partners Lp较为活跃，换手率分别为0.99%、0.92%、0.54%，振幅较大的相关个股有Realogy Holdings Corp、Newmark Group Inc、Landmark Infrastructure Partners Lp 8% Red Perp Pfd Unit Ser A，振幅分别为32.75%、31.96%、29.50%。Stratus Properties Inc公司简介：Stratus Properties Inc是一家多样化经营的美国房地产公司。它从事主要位于奥斯汀和德克萨斯地区的商业、酒店、娱乐以及多户和单户住宅房地产的收购、授权、开发、管理、运营和销售。该公司收入来源于销售已开发的房地产、经营酒店和娱乐设施，以及出租商业地产。公司通过4个分部进行经营活动：房地产公司、租赁公司，以及酒店与娱乐公司。该公司的资产包括由Calera、Amarra Drive、Mirador Estate和Barton Creek村组成的Barton Creek；Circle C社区、马缨丹、Lakeway的The Oaks和Magnolia。消息层面，截至22时20分，Stratus Properties Inc股票正面舆情新闻比例8.33%。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1,"symbols_score_info":{"STRS":1}},"isVote":1,"tweetType":1,"viewCount":2852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967767005,"gmtCreate":1584705385707,"gmtModify":1704355723141,"author":{"id":"3543499596743285","authorId":"3543499596743285","name":"menglongs","avatar":"https://static.tigerbbs.com/fdb6386dd688063355dd65d3b836ce9e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543499596743285","idStr":"3543499596743285"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967767005","repostId":"2020164460","repostType":2,"repost":{"id":"2020164460","kind":"news","pubTimestamp":1584631985,"share":"https://www.laohu8.com/m/news/2020164460?lang=zh_CN&edition=full","pubTime":"2020-03-19 23:33","market":"us","language":"zh","title":"福里斯特盘中异动 股价大涨5.95%","url":"https://stock-news.laohu8.com/highlight/detail?id=2020164460","media":"自选股智能写手","summary":"北京时间2020年03月19日23时33分，福里斯特（FOR.us）股票出现异动，股价快速上涨5.95%。截至发稿，该股报11.75美元/股，成交量4.5294万股，换手率0.09%，振幅9.02%。","content":"<html><body><article><p>北京时间2020年03月19日23时33分，<a href=\"https://laohu8.com/S/FOR\">福里斯特</a>（FOR.us）股票出现异动，股价快速上涨5.95%。截至发稿，该股报11.75美元/股，成交量4.5294万股，换手率0.09%，振幅9.02%。</p><p>最近的财报数据显示，该股实现营业收入2.47亿美元，净利润16.90百万美元，每股收益0.35美元，毛利数据暂无，市盈率11.08倍。</p><p>机构评级方面，在所有4家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。</p><p>福里斯特股票所在的房地产行业中，整体涨幅为3.23%。其相关个股中，Newmark Group Inc、Five Point Holdings Llc、<a href=\"https://laohu8.com/S/DUO\">房多多</a>涨幅较大，<a href=\"https://laohu8.com/S/RLGY\">Realogy Holdings</a> Corp、Redfin Corporation、Newmark Group Inc较为活跃，换手率分别为2.34%、1.89%、0.95%，振幅较大的相关个股有Newmark Group Inc、房多多、Brookfield Property Partners Lp(Bm) 6.375% Cum Red Perp Prf Units Ser 2 Cl A，振幅分别为39.06%、33.78%、33.21%。</p><p>福里斯特公司简介：Forestar Group Inc是一家住宅和混用房地产开发公司。Forestar集团的业务分为房地产、矿产资源和其他部门。房地产部门从事房地产的收购、授权、开发和销售，这是该公司收入中最重要的部分。矿产资源部门包括石油和天然气的勘探、开发和生产。 另一个部门包括木材、休闲租赁和水资源资产。</p><p>（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</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>福里斯特盘中异动 股价大涨5.95%</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福里斯特盘中异动 股价大涨5.95%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-19 23:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020031923330679bb3fca&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2020年03月19日23时33分，福里斯特（FOR.us）股票出现异动，股价快速上涨5.95%。截至发稿，该股报11.75美元/股，成交量4.5294万股，换手率0.09%，振幅9.02%。最近的财报数据显示，该股实现营业收入2.47亿美元，净利润16.90百万美元，每股收益0.35美元，毛利数据暂无，市盈率11.08倍。机构评级方面，在所有4家参与评级的机构中，75%的券商给予买入建议...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020031923330679bb3fca&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/f73e1c908efc5972b5b6e484e19b0d22","relate_stocks":{"FOR":"福里斯特"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020031923330679bb3fca&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2020164460","content_text":"北京时间2020年03月19日23时33分，福里斯特（FOR.us）股票出现异动，股价快速上涨5.95%。截至发稿，该股报11.75美元/股，成交量4.5294万股，换手率0.09%，振幅9.02%。最近的财报数据显示，该股实现营业收入2.47亿美元，净利润16.90百万美元，每股收益0.35美元，毛利数据暂无，市盈率11.08倍。机构评级方面，在所有4家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。福里斯特股票所在的房地产行业中，整体涨幅为3.23%。其相关个股中，Newmark Group Inc、Five Point Holdings Llc、房多多涨幅较大，Realogy Holdings Corp、Redfin Corporation、Newmark Group Inc较为活跃，换手率分别为2.34%、1.89%、0.95%，振幅较大的相关个股有Newmark Group Inc、房多多、Brookfield Property Partners Lp(Bm) 6.375% Cum Red Perp Prf Units Ser 2 Cl A，振幅分别为39.06%、33.78%、33.21%。福里斯特公司简介：Forestar Group Inc是一家住宅和混用房地产开发公司。Forestar集团的业务分为房地产、矿产资源和其他部门。房地产部门从事房地产的收购、授权、开发和销售，这是该公司收入中最重要的部分。矿产资源部门包括石油和天然气的勘探、开发和生产。 另一个部门包括木材、休闲租赁和水资源资产。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1,"symbols_score_info":{"FOR":1}},"isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964769619,"gmtCreate":1584458654931,"gmtModify":1704354325644,"author":{"id":"3543499596743285","authorId":"3543499596743285","name":"menglongs","avatar":"https://static.tigerbbs.com/fdb6386dd688063355dd65d3b836ce9e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543499596743285","idStr":"3543499596743285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDE\">$Sundance Energy Australia Limited(SNDE)$</a>卖不出去为什么","listText":"<a href=\"https://laohu8.com/S/SNDE\">$Sundance Energy Australia Limited(SNDE)$</a>卖不出去为什么","text":"$Sundance Energy Australia 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22:13","market":"sh","language":"zh","title":"涉5G“新基建”概念 多只连板股票提示风险丨牛熊眼","url":"https://stock-news.laohu8.com/highlight/detail?id=2018524583","media":"东方网","summary":"原标题：涉5G“新基建”概念 多只连板股票提示风险丨牛熊眼 来源：第一财经    2020年5G迎来大规模建设，5G基站目标不断刷新。从3月6日工信部召开的加快5G发展专题会释放的信息看，疫情过后，今","content":"<html><body><p>原标题：涉5G“新基建”概念 多只连板股票提示风险丨牛熊眼 来源：第一财经</p><p>    2020年5G迎来大规模建设，5G基站目标不断刷新。从3月6日工信部召开的加快5G发展专题会释放的信息看，疫情过后，今年5G网络建设将加速又加量，预计三大运营商今年底前将开通60万5G基站。</p><p>    业内人士一致认为，在“新基建”包含的领域中，5G被认为是重中之重，5G产业链将会被迅速带起，成为今年的重要投资主线。</p><p>    二级市场上，受政策利好影响，近日，5G概念股重上风口，再度受到资金热捧，成为各方关注的焦点。</p><p>    据<a href=\"https://laohu8.com/S/03908\">中金公司</a>预测，随着5G标准的完善和独立组网技术的成熟，5G建设将逐步提速，2020年全年建设基站数量或突破70万个，并且将在2021年和2022年保持明显增长；同时，政府层面有望继续出台一系列支持5G建设的优惠政策，包括资金支持、建设支持和用电支持。</p><p>    然而，值得注意的是，随着5G概念不断升温，不少连续涨停的个股却纷纷发布风险提示公告。</p><p><a href=\"https://laohu8.com/S/603912\">佳力图</a>：5G网络建设尚在建设中</p><p>    佳力图3月9日晚间发布公告，公司主营业务与5G通信网络建设直接关联性不大，目前国内5G网络建设尚在建设中，具体发展进程尚不明确。此前该股录得6天5板。</p><p>    公告还称，同期公司所属的证监会专用设备板块累计涨幅为3.13%，上证A股指数累计涨幅为2.19%。公司近期股价波动较大，已偏离板块和大盘。</p><p><a href=\"https://laohu8.com/S/603042\">华脉科技</a>：公司没有与5G直接相关产品</p><p>    连续三日涨停的华脉科技3月11日晚间发布公告，公司是通信网络物理连接设备制造商，公司主营产品为配线架/柜、光分路器、光缆、合路器等，截至目前，公司没有与5G直接相关的产品，后续相关业务的开展尚不明确。</p><p>    此外，公告称，上海金融发展投资基金(有限合伙)尚在减持计划中，已减持130万股，未减持142万股。</p><p><a href=\"https://laohu8.com/S/603322\">超讯通信</a>：公司当前5G业务订单较少</p><p>    超讯通信连续三个交易日涨停，公司3月11日晚间提示风险称，公司当前5G业务订单较少，截至目前该业务收入约占2019年度营收比例为0.04%，不构成对公司整体业绩的重大影响，后续相关业务的开展具有不确定性。</p><p>    此外，公告称，截至目前，公司静态市盈率为166.52，市净率为9.63；根据中国证监会发布的行业分类结果，公司所处的软件和信息技术服务业行业的静态市盈率为66.84，市净率为5.26。公司市盈率、市净率高于行业平均水平。</p><p><a href=\"https://laohu8.com/S/300265\">通光线缆</a>：公司产品非5G通信专用材料或设备</p><p>    通光线缆连续两日涨停，公司3月11日晚间发布股价异动公告称，公司主营产品包括光纤光缆、输电线缆、装备线缆三大类别，产品涉及通信光缆、电力光缆、输电导线、通信用高频电缆等。其中通信光缆和通信用高频电缆产品为通信网络建设用的基础性通用材料，非5G通信专用材料或设备。</p><p>    公告提示，公司目前的经营情况及内外部经营环境未发生重大变化。</p></body></html>","source":"sina_symbol","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>涉5G“新基建”概念 多只连板股票提示风险丨牛熊眼</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002211731187a451fbc&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/60ffa9c348f2ccdef831ec338d80994f","relate_stocks":{"01478":"丘钛科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002211731187a451fbc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2013028502","content_text":"格隆汇2月21日丨丘钛科技(01478.HK)宣布，公司谨订于2020年3月9日(星期一)上午十时四十五分举行公司董事会会议，旨在(其中包括)：(i)考虑及批准公司及其附属公司截至2019年12月31日止年度的经审核综合财务业绩以供发布；(ii)考虑建议派发年度股息(如有)；及(iii)处理其他事项(如有)。","news_type":1,"symbols_score_info":{"01478":0.6}},"isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980988520,"gmtCreate":1582163290060,"gmtModify":1704345958584,"author":{"id":"3543499596743285","authorId":"3543499596743285","name":"menglongs","avatar":"https://static.tigerbbs.com/fdb6386dd688063355dd65d3b836ce9e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543499596743285","idStr":"3543499596743285"},"themes":[],"htmlText":"<a 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这个垃圾股，一开盘就不行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917389671","isVote":1,"tweetType":1,"viewCount":2358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917399351,"gmtCreate":1581597571773,"gmtModify":1704344684559,"author":{"id":"3543499596743285","authorId":"3543499596743285","name":"menglongs","avatar":"https://static.tigerbbs.com/fdb6386dd688063355dd65d3b836ce9e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543499596743285","idStr":"3543499596743285"},"themes":[],"htmlText":"集团财报显示，2019年11月，集团斥资人民币233亿元(33亿美元)增持菜鸟网络，持股比例由约51%增至约63%。而本季度，菜鸟网络的收入同比增长67%至人民币75.18亿元(10.80亿美元)。","listText":"集团财报显示，2019年11月，集团斥资人民币233亿元(33亿美元)增持菜鸟网络，持股比例由约51%增至约63%。而本季度，菜鸟网络的收入同比增长67%至人民币75.18亿元(10.80亿美元)。","text":"集团财报显示，2019年11月，集团斥资人民币233亿元(33亿美元)增持菜鸟网络，持股比例由约51%增至约63%。而本季度，菜鸟网络的收入同比增长67%至人民币75.18亿元(10.80亿美元)。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917399351","repostId":"2011767065","repostType":2,"repost":{"id":"2011767065","kind":"news","pubTimestamp":1581595867,"share":"https://www.laohu8.com/m/news/2011767065?lang=zh_CN&edition=full","pubTime":"2020-02-13 20:11","market":"us","language":"zh","title":"阿里发布2020财年Q3财报：收入增长38% 净利润523.09亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2011767065","media":"21财经APP","summary":"眼下阿里正全力投入到新冠“战疫”中。2月13日晚，阿里巴巴集团准时公布截至2019年12月31日的季度业绩。财报显示，中国零售市场移动月活跃用户数量达8.24亿，较2019年9月底劲增3900万。该公","content":"<div>\n<p>眼下阿里正全力投入到新冠“战疫”中。2月13日晚，阿里巴巴集团准时公布截至2019年12月31日的季度业绩。财报显示，中国零售市场移动月活跃用户数量达8.24亿，较2019年9月底劲增3900万。该公司收入同比增长38%至人民币1614.56亿元，归属于股东的净利润为523.09亿元，市场预期为303.35亿元，去年同期为330.52亿元；调整后未计利息、税项、折旧及摊销前的利润558.8亿元；...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002132011087ada3576&s=b\">网页链接</a>\n\n</div>\n","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>阿里发布2020财年Q3财报：收入增长38% 净利润523.09亿元</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{ 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#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阿里发布2020财年Q3财报：收入增长38% 净利润523.09亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-13 20:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002132011087ada3576&s=b><strong>21财经APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>眼下阿里正全力投入到新冠“战疫”中。2月13日晚，阿里巴巴集团准时公布截至2019年12月31日的季度业绩。财报显示，中国零售市场移动月活跃用户数量达8.24亿，较2019年9月底劲增3900万。该公司收入同比增长38%至人民币1614.56亿元，归属于股东的净利润为523.09亿元，市场预期为303.35亿元，去年同期为330.52亿元；调整后未计利息、税项、折旧及摊销前的利润558.8亿元；...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002132011087ada3576&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/020b53bf702732329c1e740b21a7e26b","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002132011087ada3576&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2011767065","content_text":"眼下阿里正全力投入到新冠“战疫”中。2月13日晚，阿里巴巴集团准时公布截至2019年12月31日的季度业绩。财报显示，中国零售市场移动月活跃用户数量达8.24亿，较2019年9月底劲增3900万。该公司收入同比增长38%至人民币1614.56亿元，归属于股东的净利润为523.09亿元，市场预期为303.35亿元，去年同期为330.52亿元；调整后未计利息、税项、折旧及摊销前的利润558.8亿元；调整后每股盈收18.19元，市场预期15.75元，去年同期为12.19元。值得注意的是，云计算业务单季收入首次超过人民币100亿元。“阿里数字经济体已迈向全新的高度。”阿里巴巴集团董事会主席兼首席执行官张勇直言，阿里巴巴商业操作系统将数字化能力持续开放给合作伙伴，成为商家新增长的助推器。第三季度，中国零售市场年度活跃消费者达7.11亿，较截至2019年9月30日止的12个月期间增长1800万，其中，超过60%的新增年度活跃消费者来自欠发达地区，在满足更多消费需求的同时，也带来新消费人群的重要增量。同时，天猫双11当日经支付宝结算的成交总额达到创纪录的人民币2684亿元，299个品牌迈入“亿元俱乐部”。淘宝直播也成为商家开辟新增长点，2019年12月，淘宝直播产生的商品交易额及月活跃用户数量，同比增长均超过一倍。目前，阿里巴巴正全力投入到抗击新冠肺炎疫情的战斗中。通过全球采购，阿里巴巴主动寻源30多个国家的数百厂商。截至2月3日16时，阿里巴巴自采及社会捐赠、来自全球15个国家和中国国内的医疗物资，已经直接送达湖北、浙江、安徽3省的18家医院。2月1日，通过达摩院研发的AI算法，疑似病例基因分析时间缩短至半小时。截至2月10日，钉钉在线课堂已覆盖全国300多个城市、5000万名学生。为降低中小企业的经营成本，阿里巴巴将免去所有天猫商家2020年上半年的平台服务年费。为缓解中小企业资金压力，蚂蚁金服集团旗下网商银行为淘宝天猫上的湖北商家提供人民币100亿元免息贷款，为其他地区商家提供人民币100亿元低息贷款，利息下调20%。淘宝、天猫联合菜鸟设立人民币10亿元专项基金，用于补贴供应链和物流。张勇说：“不论是过去，现在，还是未来，阿里巴巴始终坚守使命，积极帮助我们的商家，一起共渡难关。”（编辑：张伟贤）","news_type":1,"symbols_score_info":{"BABA":0.6}},"isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917390475,"gmtCreate":1581597470497,"gmtModify":1704344684216,"author":{"id":"3543499596743285","authorId":"3543499596743285","name":"menglongs","avatar":"https://static.tigerbbs.com/fdb6386dd688063355dd65d3b836ce9e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543499596743285","idStr":"3543499596743285"},"themes":[],"htmlText":"<a 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蛮惊讶","text":"$老虎证券(TIGR)$ 蛮惊讶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534540336578776","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983365256,"gmtCreate":1583156801575,"gmtModify":1704348809411,"author":{"id":"3543499596743285","authorId":"3543499596743285","name":"menglongs","avatar":"https://static.tigerbbs.com/fdb6386dd688063355dd65d3b836ce9e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543499596743285","authorIdStr":"3543499596743285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>嗮嗮","listText":"<a href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>嗮嗮","text":"$诺瓦瓦克斯医药(NVAX)$嗮嗮","images":[{"img":"https://static.tigerbbs.com/234ce72b892e922395bff9407593ef97","width":"720","height":"990"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/983365256","isVote":1,"tweetType":1,"viewCount":5386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":534539807363320,"gmtCreate":1771523853193,"gmtModify":1771523855427,"author":{"id":"3543499596743285","authorId":"3543499596743285","name":"menglongs","avatar":"https://static.tigerbbs.com/fdb6386dd688063355dd65d3b836ce9e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543499596743285","authorIdStr":"3543499596743285"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 马年好运","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 马年好运","text":"$老虎证券(TIGR)$ 马年好运","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534539807363320","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":989858077,"gmtCreate":1582807320399,"gmtModify":1704347744669,"author":{"id":"3543499596743285","authorId":"3543499596743285","name":"menglongs","avatar":"https://static.tigerbbs.com/fdb6386dd688063355dd65d3b836ce9e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3543499596743285","authorIdStr":"3543499596743285"},"themes":[],"htmlText":"是那么回事儿。","listText":"是那么回事儿。","text":"是那么回事儿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/989858077","repostId":"2014183822","repostType":2,"repost":{"id":"2014183822","kind":"news","pubTimestamp":1582575196,"share":"https://www.laohu8.com/m/news/2014183822?lang=zh_CN&edition=full","pubTime":"2020-02-25 04:13","market":"us","language":"zh","title":"市值万亿美元的四只美股主宰市场之谜","url":"https://stock-news.laohu8.com/highlight/detail?id=2014183822","media":"金融界网站 ","summary":"在过去两年，苹果、亚马逊、微软和Alphabet，成为首批市值达1万亿美元或以上的上市公司。\n达成里程碑是否好消息见仁见智。在微软市值突破1万亿美元后，公司首席执行官Satya Nadella表示：如","content":"<p>在过去两年，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和Alphabet，成为首批市值达1万亿美元或以上的上市公司。</p>\n<p>达成里程碑是否好消息见仁见智。在微软市值突破1万亿美元后，公司首席执行官Satya Nadella表示：如果有人要庆祝微软市值报喜，我会觉得反感。他更认为，达到里程碑一事毫无意义。</p>\n<p>上市公司的价值并非在于高估值，而是取决于其如何发展业务、为投资者创造价值、赚取盈利和颠覆行业。不过，能够令估值突破1万亿美元，应是代表公司的措施行之有效。接下来，就让我们分析一下苹果、亚马逊、微软和Alphabet各自称霸市场的原因。</p>\n<p><b>苹果正经历转型</b></p>\n<p>在2018年8月，苹果市值达到1万亿美元，之后再上升至现时的约1.4万亿美元。</p>\n<p>iPhone销售下跌，部分投资者看淡苹果前景，但公司却证明了其并非完全依赖智能手机市场。</p>\n<p>举例来说，苹果的Airpods和Airpods Pro、Beats by Dre系列以及APPle Watch等可穿戴装置也获得空前成功。在2019年第四季，公司的可穿戴、家居和配件分部销售增加54%。毫无疑问，苹果是耳戴式可穿戴装置和智能手表霸主，而且有证据表明公司的市场有更大发展空间。研究机构Gartner估计，从现在直至明年，消费者的可穿戴装置消费额将会上升55%，有关增长主要来自耳戴式装置和智能手表，即以苹果为龙头的产品类型。</p>\n<p>除了可穿戴装置外，苹果的服务业务也进军新增长领域，并取得不俗成绩。苹果的服务业务包括App Store的所有产品、Apple Music、Apple TV+、Apple News和Apple Pay等。在第四季，公司的服务收益上升18%，占总销售的19.5%。由于有关业务尚处于萌芽阶段，日后增长可能会更上一层楼。</p>\n<p>苹果数十年来不断开发优质装置和软件，造就其市场领导地位。然而，其未来增长将会由订阅服务和新兴可穿戴技术行业的经常性收益所推动。</p>\n<p><b>亚马逊领先零售和云端市场</b></p>\n<p>在苹果市值突破1万亿美元后一个月，网上零售商亚马逊也同样越过里程碑，可惜公司未能延续佳绩，现时估值跌至约9,410亿美元。</p>\n<p>亚马逊一直主导美国网上零售市场和云端运算行业，促进了公司崛起。亚马逊的平台占全美网上零售购物额约38%，公司也善用智能助手、电子阅读器、平板电脑和Prime服务的优势，令用户离不开其日益扩大的生态系统。</p>\n<p>亚马逊的网上零售业务最为人熟悉，但公司大部分溢利乃来自云端运算业务Amazon Web Services （AWS）。AWS是首屈一指的云端基建企业，估计市场占有率介乎30%至40%。 在上季，AWS的经营收入达23亿美元，相比之下，亚马逊在北美的零售经营收入为13亿美元。</p>\n<p>预期2022年公用云端运算市场规模将达到3,310亿美元，亚马逊有望继续受惠于云端行业发展。</p>\n<p>话虽如此，亚马逊亦可从持续扩大的广告业务中赚取丰厚利润，因此投资者切勿以为公司只专注于网上零售和云端运算业务。</p>\n<p><b>微软历劫重生</b></p>\n<p>Satya Nadella在六年前才接手微软，当时公司的估值只有目前市值1.26万亿美元的约四分之一。 正如上文提到，Nadella对公司市值翻倍不为所动，不过投资者应会对其带领公司迈向新增长留下深刻印象。</p>\n<p>在执掌微软后不久，Nadella便预测，公司的商用云年度化收益将由当时的63亿美元上升至2018年底的200亿美元。结果微软不单提前达成目标，更持续走红。</p>\n<p>微软的商用云收益包括公司广受欢迎的Azure云端运算服务、Office 365订阅服务和客户关系服务产品Dynamics 365。目前，有关业务占公司销售超过三分之一。</p>\n<p>Azure是微软当前的重点业务，在云端运算市场排行第二，仅次于亚马逊。凭借Azure和其他商用云服务，微软已发展成坚不可摧的科技巨擘，推动股价在Nadella上任后急升超过350%。</p>\n<p><b>广告界之王Alphabet</b></p>\n<p>在佩奇（Larry Page）和布林（Sergey Brin）宣布退任Alphabet管理层，并交由Google首席执行官披猜（Sundar Pichai）接棒后，Alphabet股价开始攀升。于本月，公司的估值终于达到1万亿美元。</p>\n<p>投资者对Alphabet管理层变动的反应正面，认为披猜对股份回购持更开放态度，甚至可能会首次派息， 但当然，在网上广告界独占鳌头才是公司的真正价值所在。去年，Alphabet最主要的附属公司Google在美国搜寻广告市场取得73%占有率，反观其最接近的竞争对手亚马逊占有率只有13%。</p>\n<p>多年来，Google致力提高收集用户数据的能力，再将资料用于投放针对性广告。鉴于系统表现奇佳，上季公司以搜寻广告为主的广告业务收益占Alphabet总收益的84%。</p>\n<p>纵使亚马逊开始挑战Alphabet的搜寻广告业务，后者的股东仍可高枕无忧。Alphabet在网上广告业务大幅抛离对手，加上能够根据用户数据准确投放针对性广告，未来数年应能继续傲视同侪。</p>\n<p><b>估值可升可跌</b></p>\n<p>投资者要记住，即使企业市值达到1万亿美元，也不代表这是评估一家公司的最适当指标。相反，他们要留意企业与其他同业相比的整体业务实力，以及企业是否拥有出色管理层并获管理层大力投资。此外，他们也应发掘专注于长期增长的公司。可幸的是，本文介绍的企业都拥有可观市场价值和所属行业的霸主地位。</p>","source":"jinrongjie_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>市值万亿美元的四只美股主宰市场之谜</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市值万亿美元的四只美股主宰市场之谜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-25 04:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://usstock.jrj.com.cn/2020/02/25041328885445.shtml><strong>金融界网站 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在过去两年，苹果、亚马逊、微软和Alphabet，成为首批市值达1万亿美元或以上的上市公司。\n达成里程碑是否好消息见仁见智。在微软市值突破1万亿美元后，公司首席执行官Satya Nadella表示：如果有人要庆祝微软市值报喜，我会觉得反感。他更认为，达到里程碑一事毫无意义。\n上市公司的价值并非在于高估值，而是取决于其如何发展业务、为投资者创造价值、赚取盈利和颠覆行业。不过，能够令估值突破1万亿美元...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2020/02/25041328885445.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/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{"MSFT":"微软","AAPL":"苹果","GOOG":"谷歌","AMZN":"亚马逊"},"source_url":"http://usstock.jrj.com.cn/2020/02/25041328885445.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2014183822","content_text":"在过去两年，苹果、亚马逊、微软和Alphabet，成为首批市值达1万亿美元或以上的上市公司。\n达成里程碑是否好消息见仁见智。在微软市值突破1万亿美元后，公司首席执行官Satya Nadella表示：如果有人要庆祝微软市值报喜，我会觉得反感。他更认为，达到里程碑一事毫无意义。\n上市公司的价值并非在于高估值，而是取决于其如何发展业务、为投资者创造价值、赚取盈利和颠覆行业。不过，能够令估值突破1万亿美元，应是代表公司的措施行之有效。接下来，就让我们分析一下苹果、亚马逊、微软和Alphabet各自称霸市场的原因。\n苹果正经历转型\n在2018年8月，苹果市值达到1万亿美元，之后再上升至现时的约1.4万亿美元。\niPhone销售下跌，部分投资者看淡苹果前景，但公司却证明了其并非完全依赖智能手机市场。\n举例来说，苹果的Airpods和Airpods Pro、Beats by Dre系列以及APPle Watch等可穿戴装置也获得空前成功。在2019年第四季，公司的可穿戴、家居和配件分部销售增加54%。毫无疑问，苹果是耳戴式可穿戴装置和智能手表霸主，而且有证据表明公司的市场有更大发展空间。研究机构Gartner估计，从现在直至明年，消费者的可穿戴装置消费额将会上升55%，有关增长主要来自耳戴式装置和智能手表，即以苹果为龙头的产品类型。\n除了可穿戴装置外，苹果的服务业务也进军新增长领域，并取得不俗成绩。苹果的服务业务包括App Store的所有产品、Apple Music、Apple TV+、Apple News和Apple Pay等。在第四季，公司的服务收益上升18%，占总销售的19.5%。由于有关业务尚处于萌芽阶段，日后增长可能会更上一层楼。\n苹果数十年来不断开发优质装置和软件，造就其市场领导地位。然而，其未来增长将会由订阅服务和新兴可穿戴技术行业的经常性收益所推动。\n亚马逊领先零售和云端市场\n在苹果市值突破1万亿美元后一个月，网上零售商亚马逊也同样越过里程碑，可惜公司未能延续佳绩，现时估值跌至约9,410亿美元。\n亚马逊一直主导美国网上零售市场和云端运算行业，促进了公司崛起。亚马逊的平台占全美网上零售购物额约38%，公司也善用智能助手、电子阅读器、平板电脑和Prime服务的优势，令用户离不开其日益扩大的生态系统。\n亚马逊的网上零售业务最为人熟悉，但公司大部分溢利乃来自云端运算业务Amazon Web Services （AWS）。AWS是首屈一指的云端基建企业，估计市场占有率介乎30%至40%。 在上季，AWS的经营收入达23亿美元，相比之下，亚马逊在北美的零售经营收入为13亿美元。\n预期2022年公用云端运算市场规模将达到3,310亿美元，亚马逊有望继续受惠于云端行业发展。\n话虽如此，亚马逊亦可从持续扩大的广告业务中赚取丰厚利润，因此投资者切勿以为公司只专注于网上零售和云端运算业务。\n微软历劫重生\nSatya Nadella在六年前才接手微软，当时公司的估值只有目前市值1.26万亿美元的约四分之一。 正如上文提到，Nadella对公司市值翻倍不为所动，不过投资者应会对其带领公司迈向新增长留下深刻印象。\n在执掌微软后不久，Nadella便预测，公司的商用云年度化收益将由当时的63亿美元上升至2018年底的200亿美元。结果微软不单提前达成目标，更持续走红。\n微软的商用云收益包括公司广受欢迎的Azure云端运算服务、Office 365订阅服务和客户关系服务产品Dynamics 365。目前，有关业务占公司销售超过三分之一。\nAzure是微软当前的重点业务，在云端运算市场排行第二，仅次于亚马逊。凭借Azure和其他商用云服务，微软已发展成坚不可摧的科技巨擘，推动股价在Nadella上任后急升超过350%。\n广告界之王Alphabet\n在佩奇（Larry Page）和布林（Sergey Brin）宣布退任Alphabet管理层，并交由Google首席执行官披猜（Sundar Pichai）接棒后，Alphabet股价开始攀升。于本月，公司的估值终于达到1万亿美元。\n投资者对Alphabet管理层变动的反应正面，认为披猜对股份回购持更开放态度，甚至可能会首次派息， 但当然，在网上广告界独占鳌头才是公司的真正价值所在。去年，Alphabet最主要的附属公司Google在美国搜寻广告市场取得73%占有率，反观其最接近的竞争对手亚马逊占有率只有13%。\n多年来，Google致力提高收集用户数据的能力，再将资料用于投放针对性广告。鉴于系统表现奇佳，上季公司以搜寻广告为主的广告业务收益占Alphabet总收益的84%。\n纵使亚马逊开始挑战Alphabet的搜寻广告业务，后者的股东仍可高枕无忧。Alphabet在网上广告业务大幅抛离对手，加上能够根据用户数据准确投放针对性广告，未来数年应能继续傲视同侪。\n估值可升可跌\n投资者要记住，即使企业市值达到1万亿美元，也不代表这是评估一家公司的最适当指标。相反，他们要留意企业与其他同业相比的整体业务实力，以及企业是否拥有出色管理层并获管理层大力投资。此外，他们也应发掘专注于长期增长的公司。可幸的是，本文介绍的企业都拥有可观市场价值和所属行业的霸主地位。","news_type":1,"symbols_score_info":{"AMZN":0.6,"MSFT":0.6,"AAPL":0.6,"GOOG":0.6}},"isVote":1,"tweetType":1,"viewCount":3697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}