JOE9菜哥的个人主页 - 老虎社区

JOE9菜哥

JOE9菜哥

关注9菜哥，拒绝被人割。一个赚美元花人民币的川汉子

IP属地：四川

98关注

178粉丝

4主题

0勋章

2021-04-16

$携程集团-S(09961)$抛了吗

2020-09-30

$波奇宠物(BQ)$中签，恭喜吃嘎嘎

2020-12-17

$云想科技(02131)$赚了拿不住，亏了死扛

2021-08-11

$理想汽车-W(02015)$不会吧，破发了

2021-06-07

$联易融科技-W(09959)$加油，14块建仓

2021-06-28

$森松国际(02155)$大v们，大脸不

2022-01-17

$时代天使(06699)$目标150，150以下分批建仓

2021-07-05

$森松国际(02155)$这个冷盘股真香

2020-06-12

$燃石医学(BNR)$牙签肉，把今天买的两瓶红酒赚回来了

2020-05-15

$沛嘉医疗-B(09996)$有多少人中签沛嘉医疗和建业新生活了？我一手都没中

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href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2311077472_89c03e60020022pwj.html><strong>证券日报之声</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报记者 张敏见习记者 袁传玺11月24日，花房集团通过港交所上市聆讯，并披露聆讯后资料集（招股书）。从收入情况来看，招股书显示，2019年至2021年，花房集团分别实现营收28.31亿元、36.84亿元、46.00亿元，近三年累计营收超百亿元。一位专注于传媒行业的券商分析师对《证券日报》记者表示，花房集团旗下的花椒、六间房属于初代直播平台。其中，六间房是2006年推出的，称得上是直播平台里的“...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2311077472_89c03e60020022pwj.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2311077472_89c03e60020022pwj.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286344336","content_text":"本报记者 张敏见习记者 袁传玺11月24日，花房集团通过港交所上市聆讯，并披露聆讯后资料集（招股书）。从收入情况来看，招股书显示，2019年至2021年，花房集团分别实现营收28.31亿元、36.84亿元、46.00亿元，近三年累计营收超百亿元。一位专注于传媒行业的券商分析师对《证券日报》记者表示，花房集团旗下的花椒、六间房属于初代直播平台。其中，六间房是2006年推出的，称得上是直播平台里的“前辈”，花椒是2015年推出的移动端直播平台，构建了PC移动双平台的全场景生态，吸引了大量Z世代用户。直播可以细分为游戏直播、电商直播和娱乐直播，与其他直播平台相比，花房集团在娱乐直播领域更为垂直。从用户层面来看，截至2022年5月31日，花房集团拥有4.15亿名注册用户。根据艾瑞咨询报告，按2021年所有渠道的月活跃用户、月付费用户，以及移动端、PC端的月使用时间计算，花房集团在中国在线娱乐直播平台中排名前二。按2021年来自所有渠道的收益计算，其在中国的所有在线娱乐直播平台中排名第三，约占中国娱乐直播平台收益总额的13.1%。从收入构成层面来看，花房集团收入主要分为三部分，即直播、社交网络和其他，其中直播过去三年的收入占比分别为99.6%、99.6%、97.3%，主要贡献来自于花椒和六间房直播平台。值得关注的是，2019年5月份，花房集团推出语音社交产品奶糖。2020年和2021年，奶糖产生的收入分别为1640万元和2.17亿元，实现高速增长。2022年前5个月，该部分收入为1.14亿元，同比增长138.28%。“奶糖是在花椒平台中孵化的，主打音频直播，可以理解为群组语音聊天室。相对视频而言，语音聊天室更偏向于‘直播+社交’赛道，2019年时直播赛道已趋于成熟，各大平台都在探索新的增长点，其中语音就是一大热点，2021年初，马斯克带火了语音聊天Clubhouse，说明当时语音聊天是有市场的。”上述分析师表示，但语音聊天仍是小众产品，在年轻人群体较为流行，社交属性很强。另外，花房集团在2020年收购HOLLA集团，扩张海外业务版图。截至2022年5月31日，花房集团的海外社交网络产品注册用户约为1.13亿名。“娱乐直播出海大有可为。”艾媒咨询CEO张毅对《证券日报》记者表示，随着直播行业的成熟，工具特征已经凸显，而单纯的娱乐直播天花板已经到来，因此相关企业可以凭借中国先进的经验和技术出海，拓展海外市场也是当下突破业务瓶颈最有效的办法，出去的越早优势越明显。","news_type":1,"symbols_score_info":{"90106":1,"03611":1}},"isVote":1,"tweetType":1,"viewCount":5181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611652628,"gmtCreate":1650464956061,"gmtModify":1650493233261,"author":{"id":"3548979489755943","authorId":"3548979489755943","name":"JOE9菜哥","avatar":"https://static.tigerbbs.com/508cba2e0fe11621ab627efa1aafcfea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548979489755943","idStr":"3548979489755943"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/06699\">$时代天使(06699)$</a>目标150，150以下分批建仓","text":"$时代天使(06699)$目标150，150以下分批建仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/697821813","isVote":1,"tweetType":1,"viewCount":7109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694731905,"gmtCreate":1642119748717,"gmtModify":1642119748717,"author":{"id":"3548979489755943","authorId":"3548979489755943","name":"JOE9菜哥","avatar":"https://static.tigerbbs.com/508cba2e0fe11621ab627efa1aafcfea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548979489755943","idStr":"3548979489755943"},"themes":[],"htmlText":"炒美股，比较好的财经参考杂志、网站有哪些？","listText":"炒美股，比较好的财经参考杂志、网站有哪些？","text":"炒美股，比较好的财经参考杂志、网站有哪些？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694731905","isVote":1,"tweetType":1,"viewCount":4021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694843105,"gmtCreate":1641915809979,"gmtModify":1641915946198,"author":{"id":"3548979489755943","authorId":"3548979489755943","name":"JOE9菜哥","avatar":"https://static.tigerbbs.com/508cba2e0fe11621ab627efa1aafcfea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548979489755943","idStr":"3548979489755943"},"themes":[],"title":"美股最佳ETF，标普500","htmlText":"美国股市在2021年交出了一份完美的答卷。道指工业平均指数周三创下52周新高。道指在2021年上涨18.73%，同样为连续第三年上涨。家得宝与微软领涨道指，二者年度涨幅均超50%。纳指在2021年上涨21.39%，录得过去10年内的第9个年度涨幅。Alphabet、苹果、Meta 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最近大家对美股热情挺高的，群里经常讨论着说买了TQQQ，SSO这类的，然后还经常有人问我们说这些是什么？这些都是美股被动基金的代码，今天就给大家做一期美股被动基金方面的科普，这些被动基金是场内基金，和股票一样盘中就可以交易的，因为美股的股票代码都是英文，所以这些ETF的股票代码也是英文字母，股票软件上面直接输入英文字符就能找到。 早在1993年的时候，巴菲特就开始推荐指数基金了，这是巴菲特唯一公开推荐过的投资品种。巴菲特曾说：“通过定期投资指数基金，一个什么也不懂的业余投资者竟然往往能够战胜大部分专业投资者。”2014年的时候，巴菲特立下遗嘱，如果他过时，其名下的90%的现金将让托管人购买指数基金。他与华尔街的10年赌局也很好的诠释了这一点——投资不必复杂，ETF可以助我们达成这个目标。 ETF（Exchange Traded Funds）即交易所买卖基金，是一种跟踪市场指数、可以在证券交易所自由买卖的开放式股票基金。通俗的说，就是发行机构买了一篮子股票，然后拆分成小份到市场上出售。美股市场上的ETF数量超过2000，种类繁多，包括大盘指数型、行业指数型、大宗商品型、全球市场型，今天就来了解大盘指数ETF。有巴菲特背书，这些工具或许能让你“躺赢”基金经理。下文涉及到的etf名称只是教学所用和品类介绍，不作为股票推荐的依据，投资有风险","text":"美国股市在2021年交出了一份完美的答卷。道指工业平均指数周三创下52周新高。道指在2021年上涨18.73%，同样为连续第三年上涨。家得宝与微软领涨道指，二者年度涨幅均超50%。纳指在2021年上涨21.39%，录得过去10年内的第9个年度涨幅。Alphabet、苹果、Meta Platforms以及特斯拉等成为2021年纳指领涨个股。标普500指数累计上涨26.89%，录得连续第三年上涨。能源和房地产是标普500指数中表现最好的板块。 最近大家对美股热情挺高的，群里经常讨论着说买了TQQQ，SSO这类的，然后还经常有人问我们说这些是什么？这些都是美股被动基金的代码，今天就给大家做一期美股被动基金方面的科普，这些被动基金是场内基金，和股票一样盘中就可以交易的，因为美股的股票代码都是英文，所以这些ETF的股票代码也是英文字母，股票软件上面直接输入英文字符就能找到。 早在1993年的时候，巴菲特就开始推荐指数基金了，这是巴菲特唯一公开推荐过的投资品种。巴菲特曾说：“通过定期投资指数基金，一个什么也不懂的业余投资者竟然往往能够战胜大部分专业投资者。”2014年的时候，巴菲特立下遗嘱，如果他过时，其名下的90%的现金将让托管人购买指数基金。他与华尔街的10年赌局也很好的诠释了这一点——投资不必复杂，ETF可以助我们达成这个目标。 ETF（Exchange Traded 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2021年恰逢农历牛年，“牛气冲天”成为所有投资者的希冀。 然而，事与愿违，恒生指数全年下跌超15%，成为全球股市中表现最差的资本市场，没有之一！ 一片哀嚎之中，悲观者众，看空港股的声音不绝于耳。 难道2022年的港股，依然难以摆脱熊市命运吗？ 巴菲特曾说“当别人恐惧时我贪婪”，股谚亦有“牛市在绝望中诞生，在犹豫中成长，在乐观中成熟，在亢奋中灭亡”，站在当前时点，港股是否会迎来反弹？ 从估值上看，恒生指数在经历大跌之后，当下动态市盈率仅仅10倍左右，处于历史较低估值附近。 回溯历史，恒生指数曾在2016年达到7.34倍极值，以此对比，当下指数或仍有下跌空间，然而在这5年中，恒生指数已经改头换面。 随着港交所修改上市规则，允许同股不同权及未盈利生物医药股登陆资本市场，在短短五年中，美团、阿里巴巴、小米等互联网巨头纷纷上市，农夫山泉、药明生物等行业龙头齐聚，当下恒生指数成分股的构成已经由2016年时的金融、能源等传统行业变为可选消费和信息技术主导。 新兴行业的估值远高于金融能源等传统行业，因此，当下恒生指数的估值或已极具性价比！ 以低估值为抓手，老虎证券投研团队认为港股在2022年有望迎来反弹，采用自上而下选股法，我们看好以下几个行业： 一是互联网行业，今年监管部门坚决反垄断、防止资本无序扩张，在各类监管政策频繁出台之下，互联网公司业务受到一定影响，也大大打击了投资者持股信心。 目前，反垄断带来的影响已经在股价中得到充分体现，随着各家巨头开始梳理内部业务，反垄断对行业的影响接近尾声。 与此同时，互联网巨头估值逼近历史极值，有望在基本面稳固之下迎来踹息之机。 二是消费股，受疫情影响，全球大宗商品价格飙升，由此推升原材料价格，多家消费品企业在2021年的毛利率出现下滑。 临近年底，消费行业掀起涨价潮，从酱油到瓜子","listText":"牛，在中国人心中象征着大气与富足，是守家国平安、希冀风调雨顺的图腾。 2021年恰逢农历牛年，“牛气冲天”成为所有投资者的希冀。 然而，事与愿违，恒生指数全年下跌超15%，成为全球股市中表现最差的资本市场，没有之一！ 一片哀嚎之中，悲观者众，看空港股的声音不绝于耳。 难道2022年的港股，依然难以摆脱熊市命运吗？ 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