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又来了
2023-08-17
自8月初以来,随着股市走低,几个中期动能指标已经出现恶化,标普500指数跌破50日移动均线是短期内股市进一步走低的最新信号。
@巴伦周刊:好消息就是坏消息,美股短期调整还没结束
又来了
2023-08-17
这篇文章不错,转发给大家看看
@巴伦周刊:好消息就是坏消息,美股短期调整还没结束
又来了
2023-08-15
这篇文章不错,转发给大家看看
开盘 | 美股三大指数集体低开,SEA大跌20%
又来了
2021-12-01
这篇文章不错,转发给大家看
抱歉,原内容已删除
又来了
2021-11-25
这篇文章不错,转发给大家看
拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?
又来了
2021-11-18
$纳指ETF(QQQ)$
看来看去,还是你最美,一个月定投一次,看怎么样
又来了
2021-11-17
股价跌了200刀,还有一半,还有200刀下跌空间
特斯拉涨近3%,马斯克减持计划已完成近半
又来了
2021-11-17
$XPEV 20211126 50.0 CALL(XPEV)$
难道我只能赚小钱亏大钱吗[流泪]
又来了
2021-11-17
真搞不懂,小鹏破50了,这些大单来的有什么预兆吗[捂脸]
又来了
2021-11-12
又错过一个翻倍行情,郁闷,昨天尾盘1.36进的,要是开盘卖了,获利400刀,翻倍了,结果有事,想了下还是等会,一来就是这样。。。今天周五,下周再说吧
又来了
2021-11-11
今晚上可急死我了,从4.6开始挂单卖,明明比市价低,还是挂不出去,隐约觉得可能是流动性原因,是不是刚才进来一个红线的多单,有人接手了
又来了
2021-10-29
真是对上了,吃干肉得黄金还没来得及窃喜出去了,一下就大单冲破1090,少赚150刀,没什么可懊悔的,卖在山腰就满足了,打字的时候还在冲高1093,等待下一次机会,虽然是特斯拉,但也不能追高
又来了
2021-10-28
$TSLA 20211029 1090.0 CALL(TSLA)$
盘前20分钟一口气都不敢喘,比想象中多,2分钟才挂出去,挂的比实时价格低一块
又来了
2021-10-27
$TSLA 20211029 1200.0 CALL(TSLA)$
今天实在太亏,没盯盘,最高到了12,少赚400刀,下次不能这样冒失了
又来了
2021-10-26
$小鹏汽车(XPEV)$
果然过了后半夜就下来了
又来了
2021-10-25
天呐,怪不得这么肯长,载人飞行器,城市低空飞行,小时候看的科幻片这么快就要实现了吗?!
@时代财经:小鹏美股10月涨幅超22%甩开蔚来,秀飞行汽车、智能驾驶再讲科技故事
又来了
2021-10-25
我也太保守了,买的还是下周五到期的,记得有人说过,想发家只能买期权,是啊,一个月前就想买特斯拉期权,又稳妥又赚钱,结果没舍得,去买其他的,后悔!
又来了
2021-10-25
$XPEV 20211105 47.0 CALL(XPEV)$
刚2.03第一次买入期权一手,特斯拉太贵了,越看越高,小鹏便宜点
又来了
2021-10-25
现在上车还来得及吗
@漫投资:马斯克心系全人类,Q4可能有更大惊喜🚗🚀
又来了
2021-10-22
$Digital World Acquisition Corp(DWAC)$
精神分裂的2小时,12点开始犹犹豫豫磨蹭磨蹭,晕乎乎的没忍住上了就站岗,然后在割不割中犹豫,最后一个好心人救了我,今天开始成为川普粉丝
去老虎APP查看更多动态
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Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","text":"最近的调整为投资者带来在今年晚些时候以更有吸引力的估值买入股票的机会。受美债收益率上升、美国零售数据超出预期和中国经济数据疲软的影响,美股市场周二(8月15日)全线下跌。道指下跌361点,结束了连续三个交易日的上涨,跌幅1%;标普500指数收跌1.2%,纳指收跌1.1%。 周二公布的数据显示,7月美国零售额增长0.7%,创下六个月来最大增幅,高于经济学家此前预计的0.4%。强劲的零售额数据说明,虽然美联储一年多来一直在加息,美国经济依然保持了韧性,有望避免陷入衰退。但从另一个角度来看,美联储可能会因此决定在今年剩余时间里继续加息,10年期美债收益率将在更长的时间里处于2008年以来的最高水平,进而给股市带来压力。 与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam 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周二公布的数据显示,7月美国零售额增长0.7%,创下六个月来最大增幅,高于经济学家此前预计的0.4%。强劲的零售额数据说明,虽然美联储一年多来一直在加息,美国经济依然保持了韧性,有望避免陷入衰退。但从另一个角度来看,美联储可能会因此决定在今年剩余时间里继续加息,10年期美债收益率将在更长的时间里处于2008年以来的最高水平,进而给股市带来压力。 与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","listText":"最近的调整为投资者带来在今年晚些时候以更有吸引力的估值买入股票的机会。受美债收益率上升、美国零售数据超出预期和中国经济数据疲软的影响,美股市场周二(8月15日)全线下跌。道指下跌361点,结束了连续三个交易日的上涨,跌幅1%;标普500指数收跌1.2%,纳指收跌1.1%。 周二公布的数据显示,7月美国零售额增长0.7%,创下六个月来最大增幅,高于经济学家此前预计的0.4%。强劲的零售额数据说明,虽然美联储一年多来一直在加息,美国经济依然保持了韧性,有望避免陷入衰退。但从另一个角度来看,美联储可能会因此决定在今年剩余时间里继续加息,10年期美债收益率将在更长的时间里处于2008年以来的最高水平,进而给股市带来压力。 与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","text":"最近的调整为投资者带来在今年晚些时候以更有吸引力的估值买入股票的机会。受美债收益率上升、美国零售数据超出预期和中国经济数据疲软的影响,美股市场周二(8月15日)全线下跌。道指下跌361点,结束了连续三个交易日的上涨,跌幅1%;标普500指数收跌1.2%,纳指收跌1.1%。 周二公布的数据显示,7月美国零售额增长0.7%,创下六个月来最大增幅,高于经济学家此前预计的0.4%。强劲的零售额数据说明,虽然美联储一年多来一直在加息,美国经济依然保持了韧性,有望避免陷入衰退。但从另一个角度来看,美联储可能会因此决定在今年剩余时间里继续加息,10年期美债收益率将在更长的时间里处于2008年以来的最高水平,进而给股市带来压力。 与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","images":[{"img":"https://static.tigerbbs.com/b4282aa1e8bb4dfd85e3bab8b65499eb"},{"img":"https://static.tigerbbs.com/2b8d20faf3264366866d5c813be34cb6"},{"img":"https://static.tigerbbs.com/30ff18f2f83c4d088d03eaa2a835241f"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209700575391784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209203436695624,"gmtCreate":1692110693566,"gmtModify":1692110694823,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209203436695624","repostId":"1165339265","repostType":2,"repost":{"id":"1165339265","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1692106279,"share":"https://www.laohu8.com/m/news/1165339265?lang=&edition=full","pubTime":"2023-08-15 21:31","market":"us","language":"zh","title":"开盘 | 美股三大指数集体低开,SEA大跌20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165339265","media":"老虎资讯综合","summary":"8月15日,美股三大指数集体低开,道指跌0.42%,纳指跌0.20%,标普500指数跌0.35%。英伟达涨近2%,瑞银将英伟达目标价从475美元上调至540美元。SEA大跌20%,公司Q2营收不及预期。","content":"<html><head></head><body><p>8月15日,美股三大指数集体低开,道指跌0.42%,纳指跌0.20%,标普500指数跌0.35%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65887ad898266b6d52903e89c76b4465\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近2%,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将英伟达目标价从475美元上调至540美元。</p><p>SEA大跌20%,公司Q2营收不及预期。</p><p>热门中概股多数下跌,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌超1%。</p></body></html>","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>开盘 | 美股三大指数集体低开,SEA大跌20%</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; 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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开盘 | 美股三大指数集体低开,SEA大跌20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-08-15 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月15日,美股三大指数集体低开,道指跌0.42%,纳指跌0.20%,标普500指数跌0.35%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65887ad898266b6d52903e89c76b4465\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近2%,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将英伟达目标价从475美元上调至540美元。</p><p>SEA大跌20%,公司Q2营收不及预期。</p><p>热门中概股多数下跌,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌超1%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SEA":"U.S. Global Sea to Sky Cargo ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165339265","content_text":"8月15日,美股三大指数集体低开,道指跌0.42%,纳指跌0.20%,标普500指数跌0.35%。英伟达涨近2%,瑞银将英伟达目标价从475美元上调至540美元。SEA大跌20%,公司Q2营收不及预期。热门中概股多数下跌,腾讯音乐跌超3%,蔚来、哔哩哔哩跌超2%,京东跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603341270,"gmtCreate":1638369716202,"gmtModify":1638369716202,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603341270","repostId":"1174256413","repostType":2,"isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877068160,"gmtCreate":1637844274682,"gmtModify":1637844274682,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877068160","repostId":"1166274928","repostType":2,"repost":{"id":"1166274928","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637638606,"share":"https://www.laohu8.com/m/news/1166274928?lang=&edition=full","pubTime":"2021-11-23 11:36","market":"us","language":"zh","title":"拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166274928","media":"老虎资讯综合","summary":"$拼多多$将于本周五美股盘前公布2021年第三季度财报。市场预期拼多多2021第三季度营业收入265亿元,同比上升87%;预期净利润为-5.18亿元。2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。","content":"<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>将于本周五(11月26日)美股盘前公布2021年第三季度财报。市场预期拼多多2021第三季度营业收入265亿元,同比上升87%;预期净利润为-5.18亿元。</p>\n<p><b>上季度财报回顾</b></p>\n<p>2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。</p>\n<p><b>三季报有哪些方面值得关注?</b></p>\n<p>三季度整体消费需求偏弱,但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长。而社区团购业务(多多买菜)方面,预计21Q3单季经营利润为-36.3亿元,经营利润率为-15.3%。</p>\n<p><b>一、预计营收有望翻倍,消费疲软不改成长大势</b></p>\n<p>根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/e567a620da75e1899e4090104b7943a5\" tg-width=\"860\" tg-height=\"378\" referrerpolicy=\"no-referrer\">来源:中信证券</p>\n<p>电商行业再入投入期,短期内卷不可避免,但公司品牌供应扩容、多多买菜两大成长路径清晰,底层机制带来的渠道效率优势明显,长期仍是电商赛道最具竞争力的玩家。</p>\n<p>三季度整体消费需求偏弱,实物商品网上零售额同比仅增8.8%(vs21Q2同比+13.3%),规模以上快递业务量同比+23.0%(vs21Q2同比+28.6%)。但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长,预计单季GMV和营收分别同比增长48%、106%。</p>\n<p><b>二、3P核心业务带动营销,多多买菜稳健增长</b></p>\n<p>分业务来看,首先是拼多多的3P核心业务。根据中信证券预计,拼多多2021年Q3单季GMV有望达6176亿元,同比增长40.9%,广告位量价齐升驱动下预计广告货币化率同比上升0.3%,带动在线营销收入同比增长55.3%至200亿元。中信预计拼多多主站营销费用投放亦将延续Q2的谨慎态势,多多买菜进一步优化UE模型,预计单季Non-GAAP净利润为-4.0亿元。</p>\n<p>同时预计Q3拼多多仍将延续ROI(投资回报率)优先的营销投放原则,预计3P核心主业单季Non-GAAP OP(经营利润)为30亿元,对应OPM(经营利润率)预计将达13.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/7b4c8442f7df3c4b1016d975be0d3bfb\" tg-width=\"860\" tg-height=\"577\" referrerpolicy=\"no-referrer\">来源:公司财报</p>\n<p>而多多买菜方面,预计其单季GMV将达237亿元,环比增长25.4%,日均订单量2860万单,环比增长14%。</p>\n<p>目前社区团购行业需求进入平台期,拼多多在巩固行业第一梯队的同时通过客单价&毛利率提升及规模效应释放带动UE模型(单位经济模型)环比改善,中信预计拼多多2021Q3单季OP(经营利润)为-36.3亿元,OPM(经营利润率)为-15.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c36ac742a9a3ff52be6a2ec63381f134\" tg-width=\"860\" tg-height=\"579\" referrerpolicy=\"no-referrer\"><b></b>来源:中信证券</p>\n<p><b>三、短期盈利面临压力,但具备独特竞争优势</b></p>\n<p>中信证券分析认为,客观来看,电商行业在经历了2019-2020年低线用户的红利外溢后,已经进入新的投入周期,而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争,拼多多短期的规模增长和盈利变现均面临一定程度的压力。</p>\n<p>但拼多多的大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系,保证了平台可以提供全渠道最具性价比的商品,同时兼顾商家、尤其是中小商家的广告ROI,其渠道效率要大幅优于内容电商/其他性价比平台。</p>\n<p>从行业增量的争夺到存量的再平衡,拼多多均是电商行业竞争力最出众的玩家之一,公司的长期业务发展和平台生态价值兼具高成长和高确定性。</p>\n<p>考虑到拼多多1P业务收缩,中信证券略下调拼多多2021年-2023年营收预测至1168亿/1778亿/1891亿元(原预测1194亿/1858亿/2033亿元),上调Non-GAAP净利润预测至28.3亿/158.7亿/329亿元(原预测24.1亿/153.9亿/325.5亿元)。</p>\n<p><b>中信证券认为,拼多多对应合理市值约2,209亿美元,折合目标价146美元/ADS,较现价有约67%上涨空间,当前公司股价已落入极具性价比的配置区间。</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?</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 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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拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-23 11:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>将于本周五(11月26日)美股盘前公布2021年第三季度财报。市场预期拼多多2021第三季度营业收入265亿元,同比上升87%;预期净利润为-5.18亿元。</p>\n<p><b>上季度财报回顾</b></p>\n<p>2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。</p>\n<p><b>三季报有哪些方面值得关注?</b></p>\n<p>三季度整体消费需求偏弱,但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长。而社区团购业务(多多买菜)方面,预计21Q3单季经营利润为-36.3亿元,经营利润率为-15.3%。</p>\n<p><b>一、预计营收有望翻倍,消费疲软不改成长大势</b></p>\n<p>根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/e567a620da75e1899e4090104b7943a5\" tg-width=\"860\" tg-height=\"378\" referrerpolicy=\"no-referrer\">来源:中信证券</p>\n<p>电商行业再入投入期,短期内卷不可避免,但公司品牌供应扩容、多多买菜两大成长路径清晰,底层机制带来的渠道效率优势明显,长期仍是电商赛道最具竞争力的玩家。</p>\n<p>三季度整体消费需求偏弱,实物商品网上零售额同比仅增8.8%(vs21Q2同比+13.3%),规模以上快递业务量同比+23.0%(vs21Q2同比+28.6%)。但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长,预计单季GMV和营收分别同比增长48%、106%。</p>\n<p><b>二、3P核心业务带动营销,多多买菜稳健增长</b></p>\n<p>分业务来看,首先是拼多多的3P核心业务。根据中信证券预计,拼多多2021年Q3单季GMV有望达6176亿元,同比增长40.9%,广告位量价齐升驱动下预计广告货币化率同比上升0.3%,带动在线营销收入同比增长55.3%至200亿元。中信预计拼多多主站营销费用投放亦将延续Q2的谨慎态势,多多买菜进一步优化UE模型,预计单季Non-GAAP净利润为-4.0亿元。</p>\n<p>同时预计Q3拼多多仍将延续ROI(投资回报率)优先的营销投放原则,预计3P核心主业单季Non-GAAP OP(经营利润)为30亿元,对应OPM(经营利润率)预计将达13.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/7b4c8442f7df3c4b1016d975be0d3bfb\" tg-width=\"860\" tg-height=\"577\" referrerpolicy=\"no-referrer\">来源:公司财报</p>\n<p>而多多买菜方面,预计其单季GMV将达237亿元,环比增长25.4%,日均订单量2860万单,环比增长14%。</p>\n<p>目前社区团购行业需求进入平台期,拼多多在巩固行业第一梯队的同时通过客单价&毛利率提升及规模效应释放带动UE模型(单位经济模型)环比改善,中信预计拼多多2021Q3单季OP(经营利润)为-36.3亿元,OPM(经营利润率)为-15.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c36ac742a9a3ff52be6a2ec63381f134\" tg-width=\"860\" tg-height=\"579\" referrerpolicy=\"no-referrer\"><b></b>来源:中信证券</p>\n<p><b>三、短期盈利面临压力,但具备独特竞争优势</b></p>\n<p>中信证券分析认为,客观来看,电商行业在经历了2019-2020年低线用户的红利外溢后,已经进入新的投入周期,而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争,拼多多短期的规模增长和盈利变现均面临一定程度的压力。</p>\n<p>但拼多多的大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系,保证了平台可以提供全渠道最具性价比的商品,同时兼顾商家、尤其是中小商家的广告ROI,其渠道效率要大幅优于内容电商/其他性价比平台。</p>\n<p>从行业增量的争夺到存量的再平衡,拼多多均是电商行业竞争力最出众的玩家之一,公司的长期业务发展和平台生态价值兼具高成长和高确定性。</p>\n<p>考虑到拼多多1P业务收缩,中信证券略下调拼多多2021年-2023年营收预测至1168亿/1778亿/1891亿元(原预测1194亿/1858亿/2033亿元),上调Non-GAAP净利润预测至28.3亿/158.7亿/329亿元(原预测24.1亿/153.9亿/325.5亿元)。</p>\n<p><b>中信证券认为,拼多多对应合理市值约2,209亿美元,折合目标价146美元/ADS,较现价有约67%上涨空间,当前公司股价已落入极具性价比的配置区间。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166274928","content_text":"拼多多将于本周五(11月26日)美股盘前公布2021年第三季度财报。市场预期拼多多2021第三季度营业收入265亿元,同比上升87%;预期净利润为-5.18亿元。\n上季度财报回顾\n2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。\n三季报有哪些方面值得关注?\n三季度整体消费需求偏弱,但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长。而社区团购业务(多多买菜)方面,预计21Q3单季经营利润为-36.3亿元,经营利润率为-15.3%。\n一、预计营收有望翻倍,消费疲软不改成长大势\n根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。\n来源:中信证券\n电商行业再入投入期,短期内卷不可避免,但公司品牌供应扩容、多多买菜两大成长路径清晰,底层机制带来的渠道效率优势明显,长期仍是电商赛道最具竞争力的玩家。\n三季度整体消费需求偏弱,实物商品网上零售额同比仅增8.8%(vs21Q2同比+13.3%),规模以上快递业务量同比+23.0%(vs21Q2同比+28.6%)。但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长,预计单季GMV和营收分别同比增长48%、106%。\n二、3P核心业务带动营销,多多买菜稳健增长\n分业务来看,首先是拼多多的3P核心业务。根据中信证券预计,拼多多2021年Q3单季GMV有望达6176亿元,同比增长40.9%,广告位量价齐升驱动下预计广告货币化率同比上升0.3%,带动在线营销收入同比增长55.3%至200亿元。中信预计拼多多主站营销费用投放亦将延续Q2的谨慎态势,多多买菜进一步优化UE模型,预计单季Non-GAAP净利润为-4.0亿元。\n同时预计Q3拼多多仍将延续ROI(投资回报率)优先的营销投放原则,预计3P核心主业单季Non-GAAP OP(经营利润)为30亿元,对应OPM(经营利润率)预计将达13.7%。\n来源:公司财报\n而多多买菜方面,预计其单季GMV将达237亿元,环比增长25.4%,日均订单量2860万单,环比增长14%。\n目前社区团购行业需求进入平台期,拼多多在巩固行业第一梯队的同时通过客单价&毛利率提升及规模效应释放带动UE模型(单位经济模型)环比改善,中信预计拼多多2021Q3单季OP(经营利润)为-36.3亿元,OPM(经营利润率)为-15.3%。\n来源:中信证券\n三、短期盈利面临压力,但具备独特竞争优势\n中信证券分析认为,客观来看,电商行业在经历了2019-2020年低线用户的红利外溢后,已经进入新的投入周期,而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争,拼多多短期的规模增长和盈利变现均面临一定程度的压力。\n但拼多多的大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系,保证了平台可以提供全渠道最具性价比的商品,同时兼顾商家、尤其是中小商家的广告ROI,其渠道效率要大幅优于内容电商/其他性价比平台。\n从行业增量的争夺到存量的再平衡,拼多多均是电商行业竞争力最出众的玩家之一,公司的长期业务发展和平台生态价值兼具高成长和高确定性。\n考虑到拼多多1P业务收缩,中信证券略下调拼多多2021年-2023年营收预测至1168亿/1778亿/1891亿元(原预测1194亿/1858亿/2033亿元),上调Non-GAAP净利润预测至28.3亿/158.7亿/329亿元(原预测24.1亿/153.9亿/325.5亿元)。\n中信证券认为,拼多多对应合理市值约2,209亿美元,折合目标价146美元/ADS,较现价有约67%上涨空间,当前公司股价已落入极具性价比的配置区间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876902514,"gmtCreate":1637247610414,"gmtModify":1637247610414,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a>看来看去,还是你最美,一个月定投一次,看怎么样","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a>看来看去,还是你最美,一个月定投一次,看怎么样","text":"$纳指ETF(QQQ)$看来看去,还是你最美,一个月定投一次,看怎么样","images":[{"img":"https://static.tigerbbs.com/756e60d7ada73f6168cc739d02b18bf1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876902514","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878805202,"gmtCreate":1637162855141,"gmtModify":1637162855141,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"股价跌了200刀,还有一半,还有200刀下跌空间","listText":"股价跌了200刀,还有一半,还有200刀下跌空间","text":"股价跌了200刀,还有一半,还有200刀下跌空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878805202","repostId":"1157252198","repostType":2,"repost":{"id":"1157252198","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637161815,"share":"https://www.laohu8.com/m/news/1157252198?lang=&edition=full","pubTime":"2021-11-17 23:10","market":"us","language":"zh","title":"特斯拉涨近3%,马斯克减持计划已完成近半","url":"https://stock-news.laohu8.com/highlight/detail?id=1157252198","media":"老虎资讯综合","summary":"累计套现约88亿美元。","content":"<p>周三,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开高走,截至发稿涨近3%,最高触及1086美元。据媒体报道,马斯克减持计划已完成近半,累计套现约88亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/f40445c539baa3effd649684942304c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉涨近3%,马斯克减持计划已完成近半</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特斯拉涨近3%,马斯克减持计划已完成近半\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-17 23:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开高走,截至发稿涨近3%,最高触及1086美元。据媒体报道,马斯克减持计划已完成近半,累计套现约88亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/f40445c539baa3effd649684942304c2\" tg-width=\"840\" tg-height=\"470\" 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作者:林前 10月24日,小鹏汽车在广东肇庆举行第三届“1024小鹏汽车科技日”。发布会上,小鹏汽车董事长、CEO何小鹏与小鹏汽车自动驾驶业务副总裁吴新宙,就超级补能、智能驾驶、飞行汽车、智能机器马等领域的最新进展进行了分享。 “城市NGP(导航辅助驾驶)功能预计在明年上半年推出,会在首批城市部分道路开放。”针对万众期待的智能驾驶,吴新宙表示。另外,小鹏汽车还公布了第六代飞行汽车,何小鹏宣布,“小鹏汽车旗下的飞行汽车将于2024年量产,价格计划控制在100万元以内”。 来源 | 小鹏汽车 目前,小鹏汽车的发展势头良好。据悉,小鹏今年已经售出56404台汽车,其中9月份达成月销过万的里程碑,与蔚来一同成为最先实现月销过万的自主新势力车企。 值得一提的是,自10月4日以来,小鹏汽车(XPEV.NYSE)美股涨势明显,截至美东时间22日收盘累计涨幅达22%。截至发稿,小鹏汽车10月25日盘前再涨约3.2%。作为参考,理想汽车(LI.NASDAQ)10月4日至今涨幅与小鹏汽车伯仲之间,蔚来(NIO.NYSE)股价同期累计涨幅约11%。 充电五分钟 续航200公里 “十一”假期过去不久,电动汽车在高速路上一桩难求,补能困难的场景仍历历在目。如何在不断扩大自身规模提升销量的同时,更好地完善补能体系,做好出行生态的基础设施,是众多车企需要思考的问题。 对此,小鹏汽车给出了自己的答案。据悉,小鹏汽车已拥有品牌超充站439座,免费充电站1648座。未来,小鹏超充将推进进车端、桩端、站端全面技术升级。 在科技日上,小鹏发布中国首个量产的800V高压SiC平台,采用高能量密度、高充电倍率电池,充电5分钟最高可补充续航200公里。为充分发挥800V平台的潜力,小鹏汽车发布了首个量产铺设的480kW高压超充桩,流通能力可达670A以上。此外,小鹏还自研了储能充电技术,","listText":"本文来源:时代财经 作者:林前 10月24日,小鹏汽车在广东肇庆举行第三届“1024小鹏汽车科技日”。发布会上,小鹏汽车董事长、CEO何小鹏与小鹏汽车自动驾驶业务副总裁吴新宙,就超级补能、智能驾驶、飞行汽车、智能机器马等领域的最新进展进行了分享。 “城市NGP(导航辅助驾驶)功能预计在明年上半年推出,会在首批城市部分道路开放。”针对万众期待的智能驾驶,吴新宙表示。另外,小鹏汽车还公布了第六代飞行汽车,何小鹏宣布,“小鹏汽车旗下的飞行汽车将于2024年量产,价格计划控制在100万元以内”。 来源 | 小鹏汽车 目前,小鹏汽车的发展势头良好。据悉,小鹏今年已经售出56404台汽车,其中9月份达成月销过万的里程碑,与蔚来一同成为最先实现月销过万的自主新势力车企。 值得一提的是,自10月4日以来,小鹏汽车(XPEV.NYSE)美股涨势明显,截至美东时间22日收盘累计涨幅达22%。截至发稿,小鹏汽车10月25日盘前再涨约3.2%。作为参考,理想汽车(LI.NASDAQ)10月4日至今涨幅与小鹏汽车伯仲之间,蔚来(NIO.NYSE)股价同期累计涨幅约11%。 充电五分钟 续航200公里 “十一”假期过去不久,电动汽车在高速路上一桩难求,补能困难的场景仍历历在目。如何在不断扩大自身规模提升销量的同时,更好地完善补能体系,做好出行生态的基础设施,是众多车企需要思考的问题。 对此,小鹏汽车给出了自己的答案。据悉,小鹏汽车已拥有品牌超充站439座,免费充电站1648座。未来,小鹏超充将推进进车端、桩端、站端全面技术升级。 在科技日上,小鹏发布中国首个量产的800V高压SiC平台,采用高能量密度、高充电倍率电池,充电5分钟最高可补充续航200公里。为充分发挥800V平台的潜力,小鹏汽车发布了首个量产铺设的480kW高压超充桩,流通能力可达670A以上。此外,小鹏还自研了储能充电技术,","text":"本文来源:时代财经 作者:林前 10月24日,小鹏汽车在广东肇庆举行第三届“1024小鹏汽车科技日”。发布会上,小鹏汽车董事长、CEO何小鹏与小鹏汽车自动驾驶业务副总裁吴新宙,就超级补能、智能驾驶、飞行汽车、智能机器马等领域的最新进展进行了分享。 “城市NGP(导航辅助驾驶)功能预计在明年上半年推出,会在首批城市部分道路开放。”针对万众期待的智能驾驶,吴新宙表示。另外,小鹏汽车还公布了第六代飞行汽车,何小鹏宣布,“小鹏汽车旗下的飞行汽车将于2024年量产,价格计划控制在100万元以内”。 来源 | 小鹏汽车 目前,小鹏汽车的发展势头良好。据悉,小鹏今年已经售出56404台汽车,其中9月份达成月销过万的里程碑,与蔚来一同成为最先实现月销过万的自主新势力车企。 值得一提的是,自10月4日以来,小鹏汽车(XPEV.NYSE)美股涨势明显,截至美东时间22日收盘累计涨幅达22%。截至发稿,小鹏汽车10月25日盘前再涨约3.2%。作为参考,理想汽车(LI.NASDAQ)10月4日至今涨幅与小鹏汽车伯仲之间,蔚来(NIO.NYSE)股价同期累计涨幅约11%。 充电五分钟 续航200公里 “十一”假期过去不久,电动汽车在高速路上一桩难求,补能困难的场景仍历历在目。如何在不断扩大自身规模提升销量的同时,更好地完善补能体系,做好出行生态的基础设施,是众多车企需要思考的问题。 对此,小鹏汽车给出了自己的答案。据悉,小鹏汽车已拥有品牌超充站439座,免费充电站1648座。未来,小鹏超充将推进进车端、桩端、站端全面技术升级。 在科技日上,小鹏发布中国首个量产的800V高压SiC平台,采用高能量密度、高充电倍率电池,充电5分钟最高可补充续航200公里。为充分发挥800V平台的潜力,小鹏汽车发布了首个量产铺设的480kW高压超充桩,流通能力可达670A以上。此外,小鹏还自研了储能充电技术,","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856102758","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856684943,"gmtCreate":1635173696075,"gmtModify":1635173696075,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我也太保守了,买的还是下周五到期的,记得有人说过,想发家只能买期权,是啊,一个月前就想买特斯拉期权,又稳妥又赚钱,结果没舍得,去买其他的,后悔!","listText":"我也太保守了,买的还是下周五到期的,记得有人说过,想发家只能买期权,是啊,一个月前就想买特斯拉期权,又稳妥又赚钱,结果没舍得,去买其他的,后悔!","text":"我也太保守了,买的还是下周五到期的,记得有人说过,想发家只能买期权,是啊,一个月前就想买特斯拉期权,又稳妥又赚钱,结果没舍得,去买其他的,后悔!","images":[{"img":"https://static.tigerbbs.com/b1f6ce40a79712c4cc574721685ef1b4","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/5da40d000bc66082ce44a6a042cb3c23","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/8f895569e8bc4797ac42b4209555e57c","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856684943","isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":856686193,"gmtCreate":1635173509617,"gmtModify":1635173509617,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPEV 20211105 47.0 CALL(XPEV)$</a>刚2.03第一次买入期权一手,特斯拉太贵了,越看越高,小鹏便宜点","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPEV 20211105 47.0 CALL(XPEV)$</a>刚2.03第一次买入期权一手,特斯拉太贵了,越看越高,小鹏便宜点","text":"$XPEV 20211105 47.0 CALL(XPEV)$刚2.03第一次买入期权一手,特斯拉太贵了,越看越高,小鹏便宜点","images":[{"img":"https://static.tigerbbs.com/dc0a327817c5c194d17f7dc630f3e172","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856686193","isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856872199,"gmtCreate":1635171084315,"gmtModify":1635171084315,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"现在上车还来得及吗","listText":"现在上车还来得及吗","text":"现在上车还来得及吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856872199","repostId":"851801909","repostType":1,"repost":{"id":851801909,"gmtCreate":1634888323893,"gmtModify":1634906771379,"author":{"id":"3451627561239325","authorId":"3451627561239325","name":"漫投资","avatar":"https://static.tigerbbs.com/84032dec87e05e119903d285a35661a1","crmLevel":2,"crmLevelSwitch":1},"themes":[],"title":"马斯克心系全人类,Q4可能有更大惊喜🚗🚀","htmlText":"特斯拉Q3财报发布后,股价触碰到今年高点900元,收盘上涨3.26%。财报不能说有很多惊喜,因为好多数据之前都有曝光,但是特斯拉现在最直观的感受就是一个”稳“字。Q3收入137.6亿,同比增长57%。GAAP净收入16.2亿,GAAP每股收益1.44元,Non-GAAP每股收益1.86元,这两个EPS都是100%的增长之前特斯拉总是被戏称为卖炭翁,因为收入和利润都靠碳积分来充数,但是最近几个季度碳积分收入一直在下降,Q3只贡献了2.79亿收入,占汽车收入比例已经降到2%,同比下降30%。汽车毛利率达到了30%,在芯片供应链短缺的情况下,毛利率还在上升,而且还是在利润车型modelS和X都没有开始大量交付的情况下获得的,只能说明马斯克的供应链能力和Giga工厂的生产效率是非常有优势的Q3交付24.13万辆,生产23.78万,交付依然大于生产,说明好车不愁卖从财报和电话会议来看,特斯拉的天花板依然很高。这个月举行的年度股东大会上介绍,2030年实现汽车销量2000万量的目标,这次财报还来了一次callback,未来展望中期待保持50%的年增率,那样的话年产2000万辆就不是梦,其实保持平均35%的年增率10年后就能达到2000万。这个数据也没有那么夸张。要知道传统汽车大众在2021年产量就是千万级。到2030年大街上跑的全是电动车,特斯拉凭借优势可以占据大部分市场,市值会超过现在苹果的2万亿。在储能方面,Powerwall和Megapack的生产越来越好,4680电池的生产也取得了一些进展,预计明年初将交付首批配备4680电池的汽车。柏林和德州工厂也蓄势待发,年底前就开始生产Model Y。 对于备受关注的价值2.5万美元的汽车,正在研发中,估计仍有望在2023年发布。对于Q4,投资者关注的还是特斯拉的经营是不是更稳,短期来看,Model S和X的交付一直在攀升,如果能恢复到之","listText":"特斯拉Q3财报发布后,股价触碰到今年高点900元,收盘上涨3.26%。财报不能说有很多惊喜,因为好多数据之前都有曝光,但是特斯拉现在最直观的感受就是一个”稳“字。Q3收入137.6亿,同比增长57%。GAAP净收入16.2亿,GAAP每股收益1.44元,Non-GAAP每股收益1.86元,这两个EPS都是100%的增长之前特斯拉总是被戏称为卖炭翁,因为收入和利润都靠碳积分来充数,但是最近几个季度碳积分收入一直在下降,Q3只贡献了2.79亿收入,占汽车收入比例已经降到2%,同比下降30%。汽车毛利率达到了30%,在芯片供应链短缺的情况下,毛利率还在上升,而且还是在利润车型modelS和X都没有开始大量交付的情况下获得的,只能说明马斯克的供应链能力和Giga工厂的生产效率是非常有优势的Q3交付24.13万辆,生产23.78万,交付依然大于生产,说明好车不愁卖从财报和电话会议来看,特斯拉的天花板依然很高。这个月举行的年度股东大会上介绍,2030年实现汽车销量2000万量的目标,这次财报还来了一次callback,未来展望中期待保持50%的年增率,那样的话年产2000万辆就不是梦,其实保持平均35%的年增率10年后就能达到2000万。这个数据也没有那么夸张。要知道传统汽车大众在2021年产量就是千万级。到2030年大街上跑的全是电动车,特斯拉凭借优势可以占据大部分市场,市值会超过现在苹果的2万亿。在储能方面,Powerwall和Megapack的生产越来越好,4680电池的生产也取得了一些进展,预计明年初将交付首批配备4680电池的汽车。柏林和德州工厂也蓄势待发,年底前就开始生产Model Y。 对于备受关注的价值2.5万美元的汽车,正在研发中,估计仍有望在2023年发布。对于Q4,投资者关注的还是特斯拉的经营是不是更稳,短期来看,Model S和X的交付一直在攀升,如果能恢复到之","text":"特斯拉Q3财报发布后,股价触碰到今年高点900元,收盘上涨3.26%。财报不能说有很多惊喜,因为好多数据之前都有曝光,但是特斯拉现在最直观的感受就是一个”稳“字。Q3收入137.6亿,同比增长57%。GAAP净收入16.2亿,GAAP每股收益1.44元,Non-GAAP每股收益1.86元,这两个EPS都是100%的增长之前特斯拉总是被戏称为卖炭翁,因为收入和利润都靠碳积分来充数,但是最近几个季度碳积分收入一直在下降,Q3只贡献了2.79亿收入,占汽车收入比例已经降到2%,同比下降30%。汽车毛利率达到了30%,在芯片供应链短缺的情况下,毛利率还在上升,而且还是在利润车型modelS和X都没有开始大量交付的情况下获得的,只能说明马斯克的供应链能力和Giga工厂的生产效率是非常有优势的Q3交付24.13万辆,生产23.78万,交付依然大于生产,说明好车不愁卖从财报和电话会议来看,特斯拉的天花板依然很高。这个月举行的年度股东大会上介绍,2030年实现汽车销量2000万量的目标,这次财报还来了一次callback,未来展望中期待保持50%的年增率,那样的话年产2000万辆就不是梦,其实保持平均35%的年增率10年后就能达到2000万。这个数据也没有那么夸张。要知道传统汽车大众在2021年产量就是千万级。到2030年大街上跑的全是电动车,特斯拉凭借优势可以占据大部分市场,市值会超过现在苹果的2万亿。在储能方面,Powerwall和Megapack的生产越来越好,4680电池的生产也取得了一些进展,预计明年初将交付首批配备4680电池的汽车。柏林和德州工厂也蓄势待发,年底前就开始生产Model Y。 对于备受关注的价值2.5万美元的汽车,正在研发中,估计仍有望在2023年发布。对于Q4,投资者关注的还是特斯拉的经营是不是更稳,短期来看,Model 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>果然过了后半夜就下来了","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>果然过了后半夜就下来了","text":"$小鹏汽车(XPEV)$果然过了后半夜就下来了","images":[{"img":"https://static.tigerbbs.com/512dd4fd2e4d6eeac86f3ba4c7abad14","width":"1080","height":"3246"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/856282301","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878805202,"gmtCreate":1637162855141,"gmtModify":1637162855141,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"股价跌了200刀,还有一半,还有200刀下跌空间","listText":"股价跌了200刀,还有一半,还有200刀下跌空间","text":"股价跌了200刀,还有一半,还有200刀下跌空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878805202","repostId":"1157252198","repostType":2,"repost":{"id":"1157252198","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637161815,"share":"https://www.laohu8.com/m/news/1157252198?lang=&edition=full","pubTime":"2021-11-17 23:10","market":"us","language":"zh","title":"特斯拉涨近3%,马斯克减持计划已完成近半","url":"https://stock-news.laohu8.com/highlight/detail?id=1157252198","media":"老虎资讯综合","summary":"累计套现约88亿美元。","content":"<p>周三,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开高走,截至发稿涨近3%,最高触及1086美元。据媒体报道,马斯克减持计划已完成近半,累计套现约88亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/f40445c539baa3effd649684942304c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉涨近3%,马斯克减持计划已完成近半</title>\n<style 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开高走,截至发稿涨近3%,最高触及1086美元。据媒体报道,马斯克减持计划已完成近半,累计套现约88亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/f40445c539baa3effd649684942304c2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157252198","content_text":"周三,特斯拉高开高走,截至发稿涨近3%,最高触及1086美元。据媒体报道,马斯克减持计划已完成近半,累计套现约88亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857171517,"gmtCreate":1635515817255,"gmtModify":1635515817255,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"真是对上了,吃干肉得黄金还没来得及窃喜出去了,一下就大单冲破1090,少赚150刀,没什么可懊悔的,卖在山腰就满足了,打字的时候还在冲高1093,等待下一次机会,虽然是特斯拉,但也不能追高","listText":"真是对上了,吃干肉得黄金还没来得及窃喜出去了,一下就大单冲破1090,少赚150刀,没什么可懊悔的,卖在山腰就满足了,打字的时候还在冲高1093,等待下一次机会,虽然是特斯拉,但也不能追高","text":"真是对上了,吃干肉得黄金还没来得及窃喜出去了,一下就大单冲破1090,少赚150刀,没什么可懊悔的,卖在山腰就满足了,打字的时候还在冲高1093,等待下一次机会,虽然是特斯拉,但也不能追高","images":[{"img":"https://static.tigerbbs.com/a45e58bc391c4829a1d67d3a42f79271","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857171517","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":871581313,"gmtCreate":1637083868506,"gmtModify":1637083868506,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"真搞不懂,小鹏破50了,这些大单来的有什么预兆吗[捂脸] 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与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","listText":"最近的调整为投资者带来在今年晚些时候以更有吸引力的估值买入股票的机会。受美债收益率上升、美国零售数据超出预期和中国经济数据疲软的影响,美股市场周二(8月15日)全线下跌。道指下跌361点,结束了连续三个交易日的上涨,跌幅1%;标普500指数收跌1.2%,纳指收跌1.1%。 周二公布的数据显示,7月美国零售额增长0.7%,创下六个月来最大增幅,高于经济学家此前预计的0.4%。强劲的零售额数据说明,虽然美联储一年多来一直在加息,美国经济依然保持了韧性,有望避免陷入衰退。但从另一个角度来看,美联储可能会因此决定在今年剩余时间里继续加息,10年期美债收益率将在更长的时间里处于2008年以来的最高水平,进而给股市带来压力。 与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","text":"最近的调整为投资者带来在今年晚些时候以更有吸引力的估值买入股票的机会。受美债收益率上升、美国零售数据超出预期和中国经济数据疲软的影响,美股市场周二(8月15日)全线下跌。道指下跌361点,结束了连续三个交易日的上涨,跌幅1%;标普500指数收跌1.2%,纳指收跌1.1%。 周二公布的数据显示,7月美国零售额增长0.7%,创下六个月来最大增幅,高于经济学家此前预计的0.4%。强劲的零售额数据说明,虽然美联储一年多来一直在加息,美国经济依然保持了韧性,有望避免陷入衰退。但从另一个角度来看,美联储可能会因此决定在今年剩余时间里继续加息,10年期美债收益率将在更长的时间里处于2008年以来的最高水平,进而给股市带来压力。 与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","images":[{"img":"https://static.tigerbbs.com/b4282aa1e8bb4dfd85e3bab8b65499eb"},{"img":"https://static.tigerbbs.com/2b8d20faf3264366866d5c813be34cb6"},{"img":"https://static.tigerbbs.com/30ff18f2f83c4d088d03eaa2a835241f"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209700575391784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209955348218096,"gmtCreate":1692280112803,"gmtModify":1692280114177,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209955348218096","repostId":"209700575391784","repostType":1,"repost":{"id":209700575391784,"gmtCreate":1692214229141,"gmtModify":1692214391423,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"巴伦周刊","avatar":"https://static.tigerbbs.com/2a88e8bd37e8c66a6dfdca78e1466369","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"好消息就是坏消息,美股短期调整还没结束","htmlText":"最近的调整为投资者带来在今年晚些时候以更有吸引力的估值买入股票的机会。受美债收益率上升、美国零售数据超出预期和中国经济数据疲软的影响,美股市场周二(8月15日)全线下跌。道指下跌361点,结束了连续三个交易日的上涨,跌幅1%;标普500指数收跌1.2%,纳指收跌1.1%。 周二公布的数据显示,7月美国零售额增长0.7%,创下六个月来最大增幅,高于经济学家此前预计的0.4%。强劲的零售额数据说明,虽然美联储一年多来一直在加息,美国经济依然保持了韧性,有望避免陷入衰退。但从另一个角度来看,美联储可能会因此决定在今年剩余时间里继续加息,10年期美债收益率将在更长的时间里处于2008年以来的最高水平,进而给股市带来压力。 与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","listText":"最近的调整为投资者带来在今年晚些时候以更有吸引力的估值买入股票的机会。受美债收益率上升、美国零售数据超出预期和中国经济数据疲软的影响,美股市场周二(8月15日)全线下跌。道指下跌361点,结束了连续三个交易日的上涨,跌幅1%;标普500指数收跌1.2%,纳指收跌1.1%。 周二公布的数据显示,7月美国零售额增长0.7%,创下六个月来最大增幅,高于经济学家此前预计的0.4%。强劲的零售额数据说明,虽然美联储一年多来一直在加息,美国经济依然保持了韧性,有望避免陷入衰退。但从另一个角度来看,美联储可能会因此决定在今年剩余时间里继续加息,10年期美债收益率将在更长的时间里处于2008年以来的最高水平,进而给股市带来压力。 与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","text":"最近的调整为投资者带来在今年晚些时候以更有吸引力的估值买入股票的机会。受美债收益率上升、美国零售数据超出预期和中国经济数据疲软的影响,美股市场周二(8月15日)全线下跌。道指下跌361点,结束了连续三个交易日的上涨,跌幅1%;标普500指数收跌1.2%,纳指收跌1.1%。 周二公布的数据显示,7月美国零售额增长0.7%,创下六个月来最大增幅,高于经济学家此前预计的0.4%。强劲的零售额数据说明,虽然美联储一年多来一直在加息,美国经济依然保持了韧性,有望避免陷入衰退。但从另一个角度来看,美联储可能会因此决定在今年剩余时间里继续加息,10年期美债收益率将在更长的时间里处于2008年以来的最高水平,进而给股市带来压力。 与此同时,在中国经济持续放缓之际,由于许多美国企业在中国拥有大量业务,投资者开始关注中国经济减速给美国企业盈利带来的风险。 软着陆概率上升,但这是一把“双刃剑”零售额数据超出预期既增加了美国经济“软着陆”的可能性,也增加了美联储继续加息、推高美债收益率进而给股市带来压力、抑制投资者风险情绪的可能性,因此这对美股市场来说是一把“双刃剑”。 7月零售额数据公布后,摩根大通经济学家丹尼尔·西尔弗(Daniel Silver)说:“我们之前对第三季度美国实际GDP增速的预测为2.5%,现在我们认为GDP有上行的可能性。”亚特兰大联邦储备银行目前预计,第二季度美国经济将以5%的速度增长。BMO Capital Markets利率策略师本·杰弗里(Ben Jeffery)认为,零售额数据“是支持软着陆观点的又一个证据”。 Commonwealth Financial Network固定收益策略师萨姆·米莱特(Sam Millette)评论说:“消费者支出展现出的弹性帮助美国经济在上半年稳步增长,进入下半年后,消费者支出保持强劲","images":[{"img":"https://static.tigerbbs.com/b4282aa1e8bb4dfd85e3bab8b65499eb"},{"img":"https://static.tigerbbs.com/2b8d20faf3264366866d5c813be34cb6"},{"img":"https://static.tigerbbs.com/30ff18f2f83c4d088d03eaa2a835241f"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209700575391784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209203436695624,"gmtCreate":1692110693566,"gmtModify":1692110694823,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209203436695624","repostId":"1165339265","repostType":2,"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603341270,"gmtCreate":1638369716202,"gmtModify":1638369716202,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603341270","repostId":"1174256413","repostType":2,"repost":{"id":"1174256413","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638369061,"share":"https://www.laohu8.com/m/news/1174256413?lang=&edition=full","pubTime":"2021-12-01 22:31","market":"us","language":"zh","title":"开盘:三大指数集体高开!蔚小理齐涨,网易涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174256413","media":"老虎资讯综合","summary":"12月1日,美股三大指数集体高开,纳指涨1.36%,标普涨1.21%,道指涨0.92%。\n\n“蔚小理”月交付量集体破万,新能源汽车股集体上扬,蔚来汽车涨超3%,理想汽车涨超4%,小鹏汽车涨超2%。\n网","content":"<p>12月1日,美股三大指数集体高开,纳指涨1.36%,标普涨1.21%,道指涨0.92%。</p>\n<p><img src=\"https://static.tigerbbs.com/b168f058f9a7f3875b76ae583cc2c7ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>“蔚小理”月交付量集体破万,新能源汽车股集体上扬,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超4%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/NTES\">网易</a>涨超3%,旗下<a href=\"https://laohu8.com/S/09899\">云音乐</a>明日在港交所挂牌交易。</p>\n<p>其他中概股中,<a href=\"https://laohu8.com/S/DADA\">达达集团</a>涨5.5%,<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>涨超4.9%,<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨4.7%,雾芯科技涨4%,<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR也涨超3%,微博跌2.3%,<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌2.7%,陌陌跌3%。</p>\n<p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>跌3.48%,Q3净利同比下降57%,Q4指引不及市场预期。</p>\n<p>Zscaler涨6.91%,Q1营收同比增长61.67%。绩后获多家投行上调目标价。</p>\n<p>美国抗疫概念股部分走低,Moderna跌6%,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>跌3.86%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>跌2.56%,iBio跌1.42%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘:三大指数集体高开!蔚小理齐涨,网易涨超3%</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开盘:三大指数集体高开!蔚小理齐涨,网易涨超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-01 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月1日,美股三大指数集体高开,纳指涨1.36%,标普涨1.21%,道指涨0.92%。</p>\n<p><img src=\"https://static.tigerbbs.com/b168f058f9a7f3875b76ae583cc2c7ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>“蔚小理”月交付量集体破万,新能源汽车股集体上扬,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超4%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/NTES\">网易</a>涨超3%,旗下<a href=\"https://laohu8.com/S/09899\">云音乐</a>明日在港交所挂牌交易。</p>\n<p>其他中概股中,<a href=\"https://laohu8.com/S/DADA\">达达集团</a>涨5.5%,<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>涨超4.9%,<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨4.7%,雾芯科技涨4%,<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR也涨超3%,微博跌2.3%,<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌2.7%,陌陌跌3%。</p>\n<p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>跌3.48%,Q3净利同比下降57%,Q4指引不及市场预期。</p>\n<p>Zscaler涨6.91%,Q1营收同比增长61.67%。绩后获多家投行上调目标价。</p>\n<p>美国抗疫概念股部分走低,Moderna跌6%,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>跌3.86%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>跌2.56%,iBio跌1.42%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK1608":"元宇宙概念","BK1531":"手游股","BK4531":"中概回港概念","BK1588":"回港中概股",".DJI":"道琼斯","BK4514":"搜索引擎","BK1104":"互动家庭娱乐",".IXIC":"NASDAQ Composite","BK4501":"段永平概念",".SPX":"S&P 500 Index","09999":"网易-S","BK4526":"热门中概股","BK4503":"景林资产持仓","QNETCN":"纳斯达克中美互联网老虎指数","NTES":"网易","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4548":"巴美列捷福持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174256413","content_text":"12月1日,美股三大指数集体高开,纳指涨1.36%,标普涨1.21%,道指涨0.92%。\n\n“蔚小理”月交付量集体破万,新能源汽车股集体上扬,蔚来汽车涨超3%,理想汽车涨超4%,小鹏汽车涨超2%。\n网易涨超3%,旗下云音乐明日在港交所挂牌交易。\n其他中概股中,达达集团涨5.5%,瑞幸咖啡涨超4.9%,开心汽车涨4.7%,雾芯科技涨4%,京东和腾讯ADR也涨超3%,微博跌2.3%,虎牙跌2.7%,陌陌跌3%。\nSalesforce跌3.48%,Q3净利同比下降57%,Q4指引不及市场预期。\nZscaler涨6.91%,Q1营收同比增长61.67%。绩后获多家投行上调目标价。\n美国抗疫概念股部分走低,Moderna跌6%,诺瓦瓦克斯医药跌3.86%,BioNTech SE跌2.56%,iBio跌1.42%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877068160,"gmtCreate":1637844274682,"gmtModify":1637844274682,"author":{"id":"4094896869329050","authorId":"4094896869329050","name":"又来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877068160","repostId":"1166274928","repostType":2,"repost":{"id":"1166274928","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637638606,"share":"https://www.laohu8.com/m/news/1166274928?lang=&edition=full","pubTime":"2021-11-23 11:36","market":"us","language":"zh","title":"拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166274928","media":"老虎资讯综合","summary":"$拼多多$将于本周五美股盘前公布2021年第三季度财报。市场预期拼多多2021第三季度营业收入265亿元,同比上升87%;预期净利润为-5.18亿元。2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。","content":"<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>将于本周五(11月26日)美股盘前公布2021年第三季度财报。市场预期拼多多2021第三季度营业收入265亿元,同比上升87%;预期净利润为-5.18亿元。</p>\n<p><b>上季度财报回顾</b></p>\n<p>2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。</p>\n<p><b>三季报有哪些方面值得关注?</b></p>\n<p>三季度整体消费需求偏弱,但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长。而社区团购业务(多多买菜)方面,预计21Q3单季经营利润为-36.3亿元,经营利润率为-15.3%。</p>\n<p><b>一、预计营收有望翻倍,消费疲软不改成长大势</b></p>\n<p>根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/e567a620da75e1899e4090104b7943a5\" tg-width=\"860\" tg-height=\"378\" referrerpolicy=\"no-referrer\">来源:中信证券</p>\n<p>电商行业再入投入期,短期内卷不可避免,但公司品牌供应扩容、多多买菜两大成长路径清晰,底层机制带来的渠道效率优势明显,长期仍是电商赛道最具竞争力的玩家。</p>\n<p>三季度整体消费需求偏弱,实物商品网上零售额同比仅增8.8%(vs21Q2同比+13.3%),规模以上快递业务量同比+23.0%(vs21Q2同比+28.6%)。但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长,预计单季GMV和营收分别同比增长48%、106%。</p>\n<p><b>二、3P核心业务带动营销,多多买菜稳健增长</b></p>\n<p>分业务来看,首先是拼多多的3P核心业务。根据中信证券预计,拼多多2021年Q3单季GMV有望达6176亿元,同比增长40.9%,广告位量价齐升驱动下预计广告货币化率同比上升0.3%,带动在线营销收入同比增长55.3%至200亿元。中信预计拼多多主站营销费用投放亦将延续Q2的谨慎态势,多多买菜进一步优化UE模型,预计单季Non-GAAP净利润为-4.0亿元。</p>\n<p>同时预计Q3拼多多仍将延续ROI(投资回报率)优先的营销投放原则,预计3P核心主业单季Non-GAAP OP(经营利润)为30亿元,对应OPM(经营利润率)预计将达13.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/7b4c8442f7df3c4b1016d975be0d3bfb\" tg-width=\"860\" tg-height=\"577\" referrerpolicy=\"no-referrer\">来源:公司财报</p>\n<p>而多多买菜方面,预计其单季GMV将达237亿元,环比增长25.4%,日均订单量2860万单,环比增长14%。</p>\n<p>目前社区团购行业需求进入平台期,拼多多在巩固行业第一梯队的同时通过客单价&毛利率提升及规模效应释放带动UE模型(单位经济模型)环比改善,中信预计拼多多2021Q3单季OP(经营利润)为-36.3亿元,OPM(经营利润率)为-15.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c36ac742a9a3ff52be6a2ec63381f134\" tg-width=\"860\" tg-height=\"579\" referrerpolicy=\"no-referrer\"><b></b>来源:中信证券</p>\n<p><b>三、短期盈利面临压力,但具备独特竞争优势</b></p>\n<p>中信证券分析认为,客观来看,电商行业在经历了2019-2020年低线用户的红利外溢后,已经进入新的投入周期,而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争,拼多多短期的规模增长和盈利变现均面临一定程度的压力。</p>\n<p>但拼多多的大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系,保证了平台可以提供全渠道最具性价比的商品,同时兼顾商家、尤其是中小商家的广告ROI,其渠道效率要大幅优于内容电商/其他性价比平台。</p>\n<p>从行业增量的争夺到存量的再平衡,拼多多均是电商行业竞争力最出众的玩家之一,公司的长期业务发展和平台生态价值兼具高成长和高确定性。</p>\n<p>考虑到拼多多1P业务收缩,中信证券略下调拼多多2021年-2023年营收预测至1168亿/1778亿/1891亿元(原预测1194亿/1858亿/2033亿元),上调Non-GAAP净利润预测至28.3亿/158.7亿/329亿元(原预测24.1亿/153.9亿/325.5亿元)。</p>\n<p><b>中信证券认为,拼多多对应合理市值约2,209亿美元,折合目标价146美元/ADS,较现价有约67%上涨空间,当前公司股价已落入极具性价比的配置区间。</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?</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拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-23 11:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>将于本周五(11月26日)美股盘前公布2021年第三季度财报。市场预期拼多多2021第三季度营业收入265亿元,同比上升87%;预期净利润为-5.18亿元。</p>\n<p><b>上季度财报回顾</b></p>\n<p>2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。</p>\n<p><b>三季报有哪些方面值得关注?</b></p>\n<p>三季度整体消费需求偏弱,但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长。而社区团购业务(多多买菜)方面,预计21Q3单季经营利润为-36.3亿元,经营利润率为-15.3%。</p>\n<p><b>一、预计营收有望翻倍,消费疲软不改成长大势</b></p>\n<p>根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/e567a620da75e1899e4090104b7943a5\" tg-width=\"860\" tg-height=\"378\" referrerpolicy=\"no-referrer\">来源:中信证券</p>\n<p>电商行业再入投入期,短期内卷不可避免,但公司品牌供应扩容、多多买菜两大成长路径清晰,底层机制带来的渠道效率优势明显,长期仍是电商赛道最具竞争力的玩家。</p>\n<p>三季度整体消费需求偏弱,实物商品网上零售额同比仅增8.8%(vs21Q2同比+13.3%),规模以上快递业务量同比+23.0%(vs21Q2同比+28.6%)。但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长,预计单季GMV和营收分别同比增长48%、106%。</p>\n<p><b>二、3P核心业务带动营销,多多买菜稳健增长</b></p>\n<p>分业务来看,首先是拼多多的3P核心业务。根据中信证券预计,拼多多2021年Q3单季GMV有望达6176亿元,同比增长40.9%,广告位量价齐升驱动下预计广告货币化率同比上升0.3%,带动在线营销收入同比增长55.3%至200亿元。中信预计拼多多主站营销费用投放亦将延续Q2的谨慎态势,多多买菜进一步优化UE模型,预计单季Non-GAAP净利润为-4.0亿元。</p>\n<p>同时预计Q3拼多多仍将延续ROI(投资回报率)优先的营销投放原则,预计3P核心主业单季Non-GAAP OP(经营利润)为30亿元,对应OPM(经营利润率)预计将达13.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/7b4c8442f7df3c4b1016d975be0d3bfb\" tg-width=\"860\" tg-height=\"577\" referrerpolicy=\"no-referrer\">来源:公司财报</p>\n<p>而多多买菜方面,预计其单季GMV将达237亿元,环比增长25.4%,日均订单量2860万单,环比增长14%。</p>\n<p>目前社区团购行业需求进入平台期,拼多多在巩固行业第一梯队的同时通过客单价&毛利率提升及规模效应释放带动UE模型(单位经济模型)环比改善,中信预计拼多多2021Q3单季OP(经营利润)为-36.3亿元,OPM(经营利润率)为-15.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c36ac742a9a3ff52be6a2ec63381f134\" tg-width=\"860\" tg-height=\"579\" referrerpolicy=\"no-referrer\"><b></b>来源:中信证券</p>\n<p><b>三、短期盈利面临压力,但具备独特竞争优势</b></p>\n<p>中信证券分析认为,客观来看,电商行业在经历了2019-2020年低线用户的红利外溢后,已经进入新的投入周期,而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争,拼多多短期的规模增长和盈利变现均面临一定程度的压力。</p>\n<p>但拼多多的大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系,保证了平台可以提供全渠道最具性价比的商品,同时兼顾商家、尤其是中小商家的广告ROI,其渠道效率要大幅优于内容电商/其他性价比平台。</p>\n<p>从行业增量的争夺到存量的再平衡,拼多多均是电商行业竞争力最出众的玩家之一,公司的长期业务发展和平台生态价值兼具高成长和高确定性。</p>\n<p>考虑到拼多多1P业务收缩,中信证券略下调拼多多2021年-2023年营收预测至1168亿/1778亿/1891亿元(原预测1194亿/1858亿/2033亿元),上调Non-GAAP净利润预测至28.3亿/158.7亿/329亿元(原预测24.1亿/153.9亿/325.5亿元)。</p>\n<p><b>中信证券认为,拼多多对应合理市值约2,209亿美元,折合目标价146美元/ADS,较现价有约67%上涨空间,当前公司股价已落入极具性价比的配置区间。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166274928","content_text":"拼多多将于本周五(11月26日)美股盘前公布2021年第三季度财报。市场预期拼多多2021第三季度营业收入265亿元,同比上升87%;预期净利润为-5.18亿元。\n上季度财报回顾\n2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。\n三季报有哪些方面值得关注?\n三季度整体消费需求偏弱,但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长。而社区团购业务(多多买菜)方面,预计21Q3单季经营利润为-36.3亿元,经营利润率为-15.3%。\n一、预计营收有望翻倍,消费疲软不改成长大势\n根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。\n来源:中信证券\n电商行业再入投入期,短期内卷不可避免,但公司品牌供应扩容、多多买菜两大成长路径清晰,底层机制带来的渠道效率优势明显,长期仍是电商赛道最具竞争力的玩家。\n三季度整体消费需求偏弱,实物商品网上零售额同比仅增8.8%(vs21Q2同比+13.3%),规模以上快递业务量同比+23.0%(vs21Q2同比+28.6%)。但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长,预计单季GMV和营收分别同比增长48%、106%。\n二、3P核心业务带动营销,多多买菜稳健增长\n分业务来看,首先是拼多多的3P核心业务。根据中信证券预计,拼多多2021年Q3单季GMV有望达6176亿元,同比增长40.9%,广告位量价齐升驱动下预计广告货币化率同比上升0.3%,带动在线营销收入同比增长55.3%至200亿元。中信预计拼多多主站营销费用投放亦将延续Q2的谨慎态势,多多买菜进一步优化UE模型,预计单季Non-GAAP净利润为-4.0亿元。\n同时预计Q3拼多多仍将延续ROI(投资回报率)优先的营销投放原则,预计3P核心主业单季Non-GAAP OP(经营利润)为30亿元,对应OPM(经营利润率)预计将达13.7%。\n来源:公司财报\n而多多买菜方面,预计其单季GMV将达237亿元,环比增长25.4%,日均订单量2860万单,环比增长14%。\n目前社区团购行业需求进入平台期,拼多多在巩固行业第一梯队的同时通过客单价&毛利率提升及规模效应释放带动UE模型(单位经济模型)环比改善,中信预计拼多多2021Q3单季OP(经营利润)为-36.3亿元,OPM(经营利润率)为-15.3%。\n来源:中信证券\n三、短期盈利面临压力,但具备独特竞争优势\n中信证券分析认为,客观来看,电商行业在经历了2019-2020年低线用户的红利外溢后,已经进入新的投入周期,而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争,拼多多短期的规模增长和盈利变现均面临一定程度的压力。\n但拼多多的大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系,保证了平台可以提供全渠道最具性价比的商品,同时兼顾商家、尤其是中小商家的广告ROI,其渠道效率要大幅优于内容电商/其他性价比平台。\n从行业增量的争夺到存量的再平衡,拼多多均是电商行业竞争力最出众的玩家之一,公司的长期业务发展和平台生态价值兼具高成长和高确定性。\n考虑到拼多多1P业务收缩,中信证券略下调拼多多2021年-2023年营收预测至1168亿/1778亿/1891亿元(原预测1194亿/1858亿/2033亿元),上调Non-GAAP净利润预测至28.3亿/158.7亿/329亿元(原预测24.1亿/153.9亿/325.5亿元)。\n中信证券认为,拼多多对应合理市值约2,209亿美元,折合目标价146美元/ADS,较现价有约67%上涨空间,当前公司股价已落入极具性价比的配置区间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}