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盛夏的摇摇扇
2022-12-09
$波奇宠物(BQ)$
从社区到电商到医药研发,再到会员店,波奇的产品条线丰富,近期的财报也不错,应该有点涨声的
盛夏的摇摇扇
2022-12-08
$富途控股(FUTU)$
挺牛
盛夏的摇摇扇
2022-12-08
$小鹏汽车(XPEV)$
中概股的春天
盛夏的摇摇扇
2022-12-08
$波奇宠物(BQ)$
盘前热门中概股涨了不少,看看今天能带波奇走一波不,刚发不久的财报也不错,毛利率上升,经营费用也有所下降,一切都在朝着好的方向发展
盛夏的摇摇扇
2022-12-06
希望能越久越好啊
@锐评:这一波港股/中概股能持续到多久?
盛夏的摇摇扇
2022-12-02
$小鹏汽车(XPEV)$
涨得这么多
盛夏的摇摇扇
2022-12-02
$美国超微公司(AMD)$
感觉你HOLD不住啊
盛夏的摇摇扇
2022-12-02
$富途控股(FUTU)$
牛呢,这么劲
盛夏的摇摇扇
2022-12-02
$波奇宠物(BQ)$
财报显示,上半年波奇宠物净亏损收窄,公司自有品牌毛利率提升,活跃买家数稳步增长,疫情当下有这样的财报也还算是不错吧
盛夏的摇摇扇
2022-12-01
$小鹏汽车(XPEV)$
太牛了
盛夏的摇摇扇
2022-12-01
$苹果(AAPL)$
腻害了
盛夏的摇摇扇
2022-11-30
$波奇宠物(BQ)$
今天涨幅真不错呢,我能不能认为财报应该不错啊,加油
盛夏的摇摇扇
2022-11-30
哈哈[龇牙]
@美股投资网:更猛加息到7%?美联储又开始打“预防针”!
盛夏的摇摇扇
2022-11-30
$苹果(AAPL)$
要跌还是要涨就看今天晚上讲话了
盛夏的摇摇扇
2022-11-15
$叮咚买菜(DDL)$
盘前又涨了好几个点了,叮咚在盈亏平衡的路上越走越好了,期待期待
盛夏的摇摇扇
2022-11-09
$尚乘数科(HKD)$
一个字,就是牛
盛夏的摇摇扇
2022-11-09
$富途控股(FUTU)$
最近一段时间走得还挺好的
盛夏的摇摇扇
2022-11-09
价格的确是可以考虑的
@问就是加仓up:特斯拉可能正在从成长股转向价值股
盛夏的摇摇扇
2022-11-09
$叮咚买菜(DDL)$
又到了三块这个位置了,今天盘前中概大多是跌的,看看能守得住不
盛夏的摇摇扇
2022-11-07
后市会如何走呢
苹果将新iPhone产量削减300万部,因需求降温
去老虎APP查看更多动态
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盘前热门中概股涨了不少,看看今天能带波奇走一波不,刚发不久的财报也不错,毛利率上升,经营费用也有所下降,一切都在朝着好的方向发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629209202","isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629375846,"gmtCreate":1670311461286,"gmtModify":1670311462948,"author":{"id":"4120912669548210","authorId":"4120912669548210","name":"盛夏的摇摇扇","avatar":"https://static.tigerbbs.com/c4ab47979fd1080a717608b5cd8d81a6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"希望能越久越好啊","listText":"希望能越久越好啊","text":"希望能越久越好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629375846","repostId":"629371023","repostType":1,"repost":{"id":629371023,"gmtCreate":1670309577263,"gmtModify":1670309593746,"author":{"id":"3527667650848029","authorId":"3527667650848029","name":"锐评","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"这一波港股/中概股能持续到多久?","htmlText":"昨天晚上国际大行们开始纷纷行动,喊买中国。晚上港股大涨,人民币大涨。市场好的时候,大家都很高兴,但是越是高兴的时候就越容易出事。所以最核心的一个问题:这一波港股/中概股能持续多久?在回答这个问题之前,先思考另外一个问题。下面两个问题哪一个对于投资的理解更加重要A:理解当下市场处于什么状态;B:预测市场即将处于什么状态;做股票投资的人开口必称Forward Looking,所以B,也就是对市场的预测在投资中更加重要。理论上也对,毕竟股价是未来现金流的折现。但是如果回测一下,就会发现输钱最多的地方,往往是左侧抄底,核心原因是没有理解当下市场处于什么状态。在不该抄底的时候抄底了,心中老是期待会有什么好消息会发生,是机构和个人都容易犯的错误。择时是一个非常困难的事情,而要把择时的水平提高,核心就是要理解当下市场处于什么状态。与其每天都在Forward Looking,还不如好好理解当下的状态。不用寄希望于抄在最底部(抄在最底部的人,可能之前无数次错误抄底过),只要抄底的时候站在正确的趋势就行。所以我个人认为A的重要性远远高于B。那么当前处于什么状态呢?第一波开始喊转向的卖方,是我们老虎证券,这里有必要强调一下,不要说某某券商早就喊转向了。那些早就喊转向的人,过去2年喊了多少次抄底,所以蒙对一次不说明问题。第二波开始喊转向的卖方,就是国际投行,现在开始行动了,估计喊的力度会越来越大。但是国际买家要进入,还需要时间,所以国际投行的声音也会越来越大。也正是因为国家买家观念转换的缓慢,所以这个市场还会有动力。大胆预测,ARK基金也会逐步扩大中概股的占比。第三波还没有开始喊转向的卖方,是中资券商,但是他们也会跟进。在接下来的一段时间,我能明确想到,但是市场可能已经忘了的一个重大利好,就是中概股的审计问题。在今年8月26日PCAOB的公开声明中,明确提到了PCAOB将在今年年底重新评估对中概审","listText":"昨天晚上国际大行们开始纷纷行动,喊买中国。晚上港股大涨,人民币大涨。市场好的时候,大家都很高兴,但是越是高兴的时候就越容易出事。所以最核心的一个问题:这一波港股/中概股能持续多久?在回答这个问题之前,先思考另外一个问题。下面两个问题哪一个对于投资的理解更加重要A:理解当下市场处于什么状态;B:预测市场即将处于什么状态;做股票投资的人开口必称Forward Looking,所以B,也就是对市场的预测在投资中更加重要。理论上也对,毕竟股价是未来现金流的折现。但是如果回测一下,就会发现输钱最多的地方,往往是左侧抄底,核心原因是没有理解当下市场处于什么状态。在不该抄底的时候抄底了,心中老是期待会有什么好消息会发生,是机构和个人都容易犯的错误。择时是一个非常困难的事情,而要把择时的水平提高,核心就是要理解当下市场处于什么状态。与其每天都在Forward Looking,还不如好好理解当下的状态。不用寄希望于抄在最底部(抄在最底部的人,可能之前无数次错误抄底过),只要抄底的时候站在正确的趋势就行。所以我个人认为A的重要性远远高于B。那么当前处于什么状态呢?第一波开始喊转向的卖方,是我们老虎证券,这里有必要强调一下,不要说某某券商早就喊转向了。那些早就喊转向的人,过去2年喊了多少次抄底,所以蒙对一次不说明问题。第二波开始喊转向的卖方,就是国际投行,现在开始行动了,估计喊的力度会越来越大。但是国际买家要进入,还需要时间,所以国际投行的声音也会越来越大。也正是因为国家买家观念转换的缓慢,所以这个市场还会有动力。大胆预测,ARK基金也会逐步扩大中概股的占比。第三波还没有开始喊转向的卖方,是中资券商,但是他们也会跟进。在接下来的一段时间,我能明确想到,但是市场可能已经忘了的一个重大利好,就是中概股的审计问题。在今年8月26日PCAOB的公开声明中,明确提到了PCAOB将在今年年底重新评估对中概审","text":"昨天晚上国际大行们开始纷纷行动,喊买中国。晚上港股大涨,人民币大涨。市场好的时候,大家都很高兴,但是越是高兴的时候就越容易出事。所以最核心的一个问题:这一波港股/中概股能持续多久?在回答这个问题之前,先思考另外一个问题。下面两个问题哪一个对于投资的理解更加重要A:理解当下市场处于什么状态;B:预测市场即将处于什么状态;做股票投资的人开口必称Forward 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最近一段时间走得还挺好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664651098","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664653730,"gmtCreate":1668006415020,"gmtModify":1668006417862,"author":{"id":"4120912669548210","authorId":"4120912669548210","name":"盛夏的摇摇扇","avatar":"https://static.tigerbbs.com/c4ab47979fd1080a717608b5cd8d81a6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"价格的确是可以考虑的","listText":"价格的确是可以考虑的","text":"价格的确是可以考虑的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664653730","repostId":"664666965","repostType":1,"repost":{"id":664666965,"gmtCreate":1667997837657,"gmtModify":1672668591192,"author":{"id":"3548388348794551","authorId":"3548388348794551","name":"问就是加仓up","avatar":"https://static.tigerbbs.com/4e98ddf789d46c5627f944fc581c0fe9","crmLevel":8,"crmLevelSwitch":0},"themes":[],"title":"特斯拉可能正在从成长股转向价值股","htmlText":"特斯拉最近连续大跌,股价创近一年多新低,下方几乎没有任何支撑。前几天本来想写个帖子,200块钱的特斯拉和腾讯你会选择抄底哪个,结果腾讯一把拉了20%多,这次就聊聊特斯拉这个事。在9月底的时候我发过一个帖子,说如果特斯拉能突破平台,可能会走出主升浪行情,结果在距离突破就几个点的位置掉头向下,开始了连续大幅杀跌。现在思考这事,其实当时确实过于乐观,主要是当时特斯拉一直表现非常强势,和苹果一起带着纳指暴涨,最后双双补跌。不过在我发完帖子差不多第二天还是第三天,特斯拉就开始掉头向下。当时就想到了补跌这事,因为苹果都开始先回落,特斯拉不上就会向下,虽然都是后话,但是分析过往可以更好的思考未来。对于当下的特斯拉,仅个人看法,不构成任何投资建议。搞不好又是错的,上次就是成功的反指。特斯拉这波杀跌的导火索有几个1,3季度交付量略微不及预期(一个常年100分的学生突然考了99分)2,十一前冲销量保险补贴8000(最近的首次变相降价)3,马斯克买推特,市场担心进一步卖特斯拉股票凑钱4,国内大幅下调两款车价格,基本抹平年内售价涨幅,5,售价不变,保险再降8000.第一次的交付不及预期引发了市场对于特斯拉交付的担忧,持续的下调价格也在验证这样的担忧,虽说下调价格可以提高销量,但是这是不是因为销量增速开始下滑, 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但是持续的降价会让等等党继续等。下个月的数据或许更有参考意义。如果下个月国内交付量继续下滑,那真的可能是出问题了,国内的新能源车市场已经逐渐从蓝海变红海,20w以上的车正在越来越卷,存量博弈现象开始显现。虽然特斯拉已经很优秀,但是对比一下比亚迪的增速,总感觉差点意思。再回到标题。过去特斯拉的市值高的令人窒息,","text":"特斯拉最近连续大跌,股价创近一年多新低,下方几乎没有任何支撑。前几天本来想写个帖子,200块钱的特斯拉和腾讯你会选择抄底哪个,结果腾讯一把拉了20%多,这次就聊聊特斯拉这个事。在9月底的时候我发过一个帖子,说如果特斯拉能突破平台,可能会走出主升浪行情,结果在距离突破就几个点的位置掉头向下,开始了连续大幅杀跌。现在思考这事,其实当时确实过于乐观,主要是当时特斯拉一直表现非常强势,和苹果一起带着纳指暴涨,最后双双补跌。不过在我发完帖子差不多第二天还是第三天,特斯拉就开始掉头向下。当时就想到了补跌这事,因为苹果都开始先回落,特斯拉不上就会向下,虽然都是后话,但是分析过往可以更好的思考未来。对于当下的特斯拉,仅个人看法,不构成任何投资建议。搞不好又是错的,上次就是成功的反指。特斯拉这波杀跌的导火索有几个1,3季度交付量略微不及预期(一个常年100分的学生突然考了99分)2,十一前冲销量保险补贴8000(最近的首次变相降价)3,马斯克买推特,市场担心进一步卖特斯拉股票凑钱4,国内大幅下调两款车价格,基本抹平年内售价涨幅,5,售价不变,保险再降8000.第一次的交付不及预期引发了市场对于特斯拉交付的担忧,持续的下调价格也在验证这样的担忧,虽说下调价格可以提高销量,但是这是不是因为销量增速开始下滑, 或者说销量开始下滑,再加上今天再次降价,基本上可以看出特斯拉急了,而且今天新出的数据也是下滑百分之十几。在这里不急着下结论特斯拉的增长速度开始下滑了,毕竟刚降价,一堆等等党可能会上车, 但是持续的降价会让等等党继续等。下个月的数据或许更有参考意义。如果下个月国内交付量继续下滑,那真的可能是出问题了,国内的新能源车市场已经逐渐从蓝海变红海,20w以上的车正在越来越卷,存量博弈现象开始显现。虽然特斯拉已经很优秀,但是对比一下比亚迪的增速,总感觉差点意思。再回到标题。过去特斯拉的市值高的令人窒息,","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664666965","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664628580,"gmtCreate":1668003846040,"gmtModify":1668003847057,"author":{"id":"4120912669548210","authorId":"4120912669548210","name":"盛夏的摇摇扇","avatar":"https://static.tigerbbs.com/c4ab47979fd1080a717608b5cd8d81a6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>又到了三块这个位置了,今天盘前中概大多是跌的,看看能守得住不","listText":"<a 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又到了三块这个位置了,今天盘前中概大多是跌的,看看能守得住不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664628580","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664102869,"gmtCreate":1667831869451,"gmtModify":1667831872364,"author":{"id":"4120912669548210","authorId":"4120912669548210","name":"盛夏的摇摇扇","avatar":"https://static.tigerbbs.com/c4ab47979fd1080a717608b5cd8d81a6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"后市会如何走呢","listText":"后市会如何走呢","text":"后市会如何走呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664102869","repostId":"1156518064","repostType":2,"repost":{"id":"1156518064","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":1667794103,"share":"https://www.laohu8.com/m/news/1156518064?lang=&edition=full","pubTime":"2022-11-07 12:08","market":"other","language":"zh","title":"苹果将新iPhone产量削减300万部,因需求降温","url":"https://stock-news.laohu8.com/highlight/detail?id=1156518064","media":"老虎资讯综合","summary":"11月7日,据知情人士透露,苹果公司预计今年iPhone 14手机的产量将比最初预期的至少减少300万部。知情人士表示,该公司及其供应商现在的生产目标是8700万台或更少,此前的目标是9000万台。减","content":"<html><head></head><body><p>11月7日,据知情人士透露,苹果公司预计今年iPhone 14手机的产量将比最初预期的至少减少300万部。知情人士表示,该公司及其供应商现在的生产目标是8700万台或更少,此前的目标是9000万台。减产的主因是对iPhone 14和14 Plus机型的需求疲软,这是高端Pro产品较为便宜的替代品。 (彭博)</p><p><b>相关阅读:</b>苹果官宣:iPhone新机供应量将低于预期,因郑州工厂产能受限</p><p>手机制造商<a href=\"https://laohu8.com/S/AAPL\">苹果</a>周日在一份声明中表示,因受新冠疫情封控的影响,其新款手机iPhone 14 Pro和iPhone 14 Pro Max的出货量会暂时下降。<img src=\"https://static.tigerbbs.com/4fdd61ae64158703a0a42fd1626e7b4d\" tg-width=\"865\" tg-height=\"475\" referrerpolicy=\"no-referrer\"/>在公告中,苹果指出,由于中国郑州组装工厂的产能限制,预计该两款手机的出货量将低于公司预期,且客户需要等待更长的时间才能收到新产品。</p><p>苹果称,其正在与供应商合作,以恢复正常的生产水平。但苹果官方并没有给出更多具体细节。</p><p>10月时,苹果曾暗示12月当季手机业务可能放缓,因为它无法生产足够的产品来满足需求。苹果公司当时强调,iPhone 14 Pro和iPhone 14 Pro Max机型的需求持续强劲,尽管这两款手机的售价均高于其他机型。</p><p>截至上周五美股收盘,本月以来,苹果股价已经下跌近10%。</p><p></p><p><img src=\"https://static.tigerbbs.com/187cb693e4ae9b611d74b09f74533c3f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>假日销售受阻</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee周日在报告中表示,如果现在从苹果官网订购,需要31天才能收到iPhone 14 Pro,这比历史上其他机型仅2天的平均交付时间要长很多。</p><p>苹果中国官网显示,若要订购iPhone 14 Pro,预计需要等待4-5周的时间。<img src=\"https://static.tigerbbs.com/7ec775de23fcc04f181aaca1ed948ab4\" tg-width=\"775\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>Canalys分析师Nicole Peng表示,在圣诞节假期前,郑州工厂的产能对苹果来说十分重要,假期促销活动中的一些订单可能因为该工厂产能的下降无法立即交付,其他渠道销售的产品交付也会延迟。</p><p>Counterpoint的高级分析师Ivan Lam表示,郑州工厂组装了全球五分之四的苹果新一代手机,而苹果一半的收入依赖于智能手机的销售。而现在工厂出现产能下降正值生产旺季,且处于假日购物季之前。</p><p>而拥有郑州组装工厂的苹果代工商富士康周一表示,正在努力恢复郑州工厂的全面生产,但其已下调了第四季度的展望。</p><p>第四季度传统上是电子业的旺季,因整个行业都要为西方市场提供年终购物季中畅销电子产品。</p><p>富士康预计将于11月10日发布2022年第三季度财报。</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>苹果将新iPhone产量削减300万部,因需求降温</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; 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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苹果将新iPhone产量削减300万部,因需求降温\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\">2022-11-07 12:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月7日,据知情人士透露,苹果公司预计今年iPhone 14手机的产量将比最初预期的至少减少300万部。知情人士表示,该公司及其供应商现在的生产目标是8700万台或更少,此前的目标是9000万台。减产的主因是对iPhone 14和14 Plus机型的需求疲软,这是高端Pro产品较为便宜的替代品。 (彭博)</p><p><b>相关阅读:</b>苹果官宣:iPhone新机供应量将低于预期,因郑州工厂产能受限</p><p>手机制造商<a href=\"https://laohu8.com/S/AAPL\">苹果</a>周日在一份声明中表示,因受新冠疫情封控的影响,其新款手机iPhone 14 Pro和iPhone 14 Pro Max的出货量会暂时下降。<img src=\"https://static.tigerbbs.com/4fdd61ae64158703a0a42fd1626e7b4d\" tg-width=\"865\" tg-height=\"475\" referrerpolicy=\"no-referrer\"/>在公告中,苹果指出,由于中国郑州组装工厂的产能限制,预计该两款手机的出货量将低于公司预期,且客户需要等待更长的时间才能收到新产品。</p><p>苹果称,其正在与供应商合作,以恢复正常的生产水平。但苹果官方并没有给出更多具体细节。</p><p>10月时,苹果曾暗示12月当季手机业务可能放缓,因为它无法生产足够的产品来满足需求。苹果公司当时强调,iPhone 14 Pro和iPhone 14 Pro Max机型的需求持续强劲,尽管这两款手机的售价均高于其他机型。</p><p>截至上周五美股收盘,本月以来,苹果股价已经下跌近10%。</p><p></p><p><img src=\"https://static.tigerbbs.com/187cb693e4ae9b611d74b09f74533c3f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>假日销售受阻</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Samik Chatterjee周日在报告中表示,如果现在从苹果官网订购,需要31天才能收到iPhone 14 Pro,这比历史上其他机型仅2天的平均交付时间要长很多。</p><p>苹果中国官网显示,若要订购iPhone 14 Pro,预计需要等待4-5周的时间。<img src=\"https://static.tigerbbs.com/7ec775de23fcc04f181aaca1ed948ab4\" tg-width=\"775\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>Canalys分析师Nicole Peng表示,在圣诞节假期前,郑州工厂的产能对苹果来说十分重要,假期促销活动中的一些订单可能因为该工厂产能的下降无法立即交付,其他渠道销售的产品交付也会延迟。</p><p>Counterpoint的高级分析师Ivan Lam表示,郑州工厂组装了全球五分之四的苹果新一代手机,而苹果一半的收入依赖于智能手机的销售。而现在工厂出现产能下降正值生产旺季,且处于假日购物季之前。</p><p>而拥有郑州组装工厂的苹果代工商富士康周一表示,正在努力恢复郑州工厂的全面生产,但其已下调了第四季度的展望。</p><p>第四季度传统上是电子业的旺季,因整个行业都要为西方市场提供年终购物季中畅销电子产品。</p><p>富士康预计将于11月10日发布2022年第三季度财报。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156518064","content_text":"11月7日,据知情人士透露,苹果公司预计今年iPhone 14手机的产量将比最初预期的至少减少300万部。知情人士表示,该公司及其供应商现在的生产目标是8700万台或更少,此前的目标是9000万台。减产的主因是对iPhone 14和14 Plus机型的需求疲软,这是高端Pro产品较为便宜的替代品。 (彭博)相关阅读:苹果官宣:iPhone新机供应量将低于预期,因郑州工厂产能受限手机制造商苹果周日在一份声明中表示,因受新冠疫情封控的影响,其新款手机iPhone 14 Pro和iPhone 14 Pro Max的出货量会暂时下降。在公告中,苹果指出,由于中国郑州组装工厂的产能限制,预计该两款手机的出货量将低于公司预期,且客户需要等待更长的时间才能收到新产品。苹果称,其正在与供应商合作,以恢复正常的生产水平。但苹果官方并没有给出更多具体细节。10月时,苹果曾暗示12月当季手机业务可能放缓,因为它无法生产足够的产品来满足需求。苹果公司当时强调,iPhone 14 Pro和iPhone 14 Pro Max机型的需求持续强劲,尽管这两款手机的售价均高于其他机型。截至上周五美股收盘,本月以来,苹果股价已经下跌近10%。假日销售受阻摩根大通分析师Samik Chatterjee周日在报告中表示,如果现在从苹果官网订购,需要31天才能收到iPhone 14 Pro,这比历史上其他机型仅2天的平均交付时间要长很多。苹果中国官网显示,若要订购iPhone 14 Pro,预计需要等待4-5周的时间。Canalys分析师Nicole Peng表示,在圣诞节假期前,郑州工厂的产能对苹果来说十分重要,假期促销活动中的一些订单可能因为该工厂产能的下降无法立即交付,其他渠道销售的产品交付也会延迟。Counterpoint的高级分析师Ivan Lam表示,郑州工厂组装了全球五分之四的苹果新一代手机,而苹果一半的收入依赖于智能手机的销售。而现在工厂出现产能下降正值生产旺季,且处于假日购物季之前。而拥有郑州组装工厂的苹果代工商富士康周一表示,正在努力恢复郑州工厂的全面生产,但其已下调了第四季度的展望。第四季度传统上是电子业的旺季,因整个行业都要为西方市场提供年终购物季中畅销电子产品。富士康预计将于11月10日发布2022年第三季度财报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":663466080,"gmtCreate":1663337368341,"gmtModify":1663337370198,"author":{"id":"4120912669548210","authorId":"4120912669548210","name":"盛夏的摇摇扇","avatar":"https://static.tigerbbs.com/c4ab47979fd1080a717608b5cd8d81a6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"产自伊犁州的天山雪蟹,我还真是第一次听说呢,水温那么低,肉质应该很肥美,生鲜电商无形中拉近了与世界的距离啊,不得不赞","listText":"产自伊犁州的天山雪蟹,我还真是第一次听说呢,水温那么低,肉质应该很肥美,生鲜电商无形中拉近了与世界的距离啊,不得不赞","text":"产自伊犁州的天山雪蟹,我还真是第一次听说呢,水温那么低,肉质应该很肥美,生鲜电商无形中拉近了与世界的距离啊,不得不赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663466080","repostId":"2266312878","repostType":2,"repost":{"id":"2266312878","pubTimestamp":1662863456,"share":"https://www.laohu8.com/m/news/2266312878?lang=&edition=full","pubTime":"2022-09-11 10:30","market":"sh","language":"zh","title":"产自新疆的螃蟹你吃过吗?天山雪蟹“爬”上市民餐桌","url":"https://stock-news.laohu8.com/highlight/detail?id=2266312878","media":"媒体滚动","summary":"工作人员介绍说,这是一批来自雪上的大闸蟹,产地位于新疆伊犁州的天山脚下,这也是第一次“爬”上内地市民的餐桌。据介绍,为迎接此次中秋佳节,叮咚买菜提前备货,蔬菜、鲜花、海鲜产品等全部备货充足,如天山雪蟹,备货量达到80万只,满足市民们大快朵颐的需求。","content":"<html><body><p>转自:上观新闻</p><p>今年苏浙一带罕见的持续高温,导致阳澄湖等传统产区的大闸蟹蜕壳较晚、生长较慢,推迟了上市时间,但中秋家宴没有大闸蟹总是少了什么,好在,不少电商平台推出了非阳澄湖地区的平价大闸蟹,销量一路走高。</p><div><img src=\"http://k.sinaimg.cn/n/spider20220911/200/w640h360/20220911/8164-219b33728a460944ec68af52072b5d1a.jpg/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220911/200/w640h360/20220911/70c9-2f76ca0c1dc64f47a51c7330c02a509d.jpg/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20220911/200/w640h360/20220911/4d84-5d4e00a6d72b548dd81e0e7cc24f4ca6.jpg/w720fin.jpg\"/></div><p>记者来到<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>华胜站看到,大闸蟹被整齐码放在冰柜内,保持鲜活的状态。工作人员介绍说,这是一批来自雪上的大闸蟹,产地位于新疆伊犁州的天山脚下,这也是第一次“爬”上内地市民的餐桌。</p><div><img src=\"http://k.sinaimg.cn/n/spider20220911/200/w640h360/20220911/54f4-af40f8c1356f47f7ec4b4b95f53e74ae.jpg/w720fin.jpg\"/></div><p>由于产地气温低、日照时间长,天山雪水形成的补给型冷水湖泊,水温常年在20摄氏度左右,是大闸蟹成长的天然乐园,与南方大闸蟹有热天休食期不同,这个9月,平台通过成熟的供应链,将大闸蟹直接从雪山搬上上海市民餐桌。工作人员介绍说,目前雪蟹已经上市近一周的时间,颇受市民喜爱,大约每天能卖到100来只,而考虑到今天是中秋假期,站点特别加大进货量,预订了300只雪蟹,一个上午,几乎卖空。</p><div><img src=\"http://k.sinaimg.cn/n/spider20220911/200/w640h360/20220911/7a81-f6a0dc5ec8bb975eb4a18e8229260a2a.jpg/w720fin.jpg\"/></div><p>“平常我们门店大闸蟹销量每天都能达到100只以上,今天上午已经销售了300多只。正好赶上中秋佳节,客户对蟹的订单需求比较大,价格因为是源头直采,相对比较优惠。”叮咚买菜华胜站站长说。</p><p>记者看到,在叮咚买菜上,有两种品种在售,100克以上的母蟹,25.9元一只,80克以上的母蟹,18.8元一只。</p><div><img src=\"http://k.sinaimg.cn/n/spider20220911/200/w640h360/20220911/d501-535166c2f62831940607c18a826be0da.jpg/w720fin.jpg\"/></div><p>为了让内陆市民们能够品尝到最鲜活肥美的优质雪山大闸蟹,叮咚买菜通过强大的供应链从雪山直接送到用户的餐桌,最快48小时就能从产地直达上海,全程8到10摄氏度的冷链运输,确保鲜活。</p><p>中秋佳节,热销的不光是大闸蟹,一些半成品菜,快手菜、招牌菜等都受到了市民的欢迎,尤其是蹄花、麻鸭煲等带有鸭子的产品,同样成为中秋餐桌上不可或缺的食物。据介绍,为迎接此次中秋佳节,叮咚买菜提前备货,蔬菜、鲜花、海鲜产品等全部备货充足,如天山雪蟹,备货量达到80万只,满足市民们大快朵颐的需求。</p><p>记者 / 瞿煌俊 邵林峰</p><p>编辑 / 孙冲</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>产自新疆的螃蟹你吃过吗?天山雪蟹“爬”上市民餐桌</title>\n<style 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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产自新疆的螃蟹你吃过吗?天山雪蟹“爬”上市民餐桌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-11 10:30 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-09-11/doc-imqqsmrn8660238.shtml><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>转自:上观新闻今年苏浙一带罕见的持续高温,导致阳澄湖等传统产区的大闸蟹蜕壳较晚、生长较慢,推迟了上市时间,但中秋家宴没有大闸蟹总是少了什么,好在,不少电商平台推出了非阳澄湖地区的平价大闸蟹,销量一路走高。记者来到叮咚买菜华胜站看到,大闸蟹被整齐码放在冰柜内,保持鲜活的状态。工作人员介绍说,这是一批来自雪上的大闸蟹,产地位于新疆伊犁州的天山脚下,这也是第一次“爬”上内地市民的餐桌。由于产地气温低、...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-09-11/doc-imqqsmrn8660238.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDL":"叮咚买菜","BK4113":"食品零售","BK4539":"次新股","BK4551":"寇图资本持仓"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-09-11/doc-imqqsmrn8660238.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266312878","content_text":"转自:上观新闻今年苏浙一带罕见的持续高温,导致阳澄湖等传统产区的大闸蟹蜕壳较晚、生长较慢,推迟了上市时间,但中秋家宴没有大闸蟹总是少了什么,好在,不少电商平台推出了非阳澄湖地区的平价大闸蟹,销量一路走高。记者来到叮咚买菜华胜站看到,大闸蟹被整齐码放在冰柜内,保持鲜活的状态。工作人员介绍说,这是一批来自雪上的大闸蟹,产地位于新疆伊犁州的天山脚下,这也是第一次“爬”上内地市民的餐桌。由于产地气温低、日照时间长,天山雪水形成的补给型冷水湖泊,水温常年在20摄氏度左右,是大闸蟹成长的天然乐园,与南方大闸蟹有热天休食期不同,这个9月,平台通过成熟的供应链,将大闸蟹直接从雪山搬上上海市民餐桌。工作人员介绍说,目前雪蟹已经上市近一周的时间,颇受市民喜爱,大约每天能卖到100来只,而考虑到今天是中秋假期,站点特别加大进货量,预订了300只雪蟹,一个上午,几乎卖空。“平常我们门店大闸蟹销量每天都能达到100只以上,今天上午已经销售了300多只。正好赶上中秋佳节,客户对蟹的订单需求比较大,价格因为是源头直采,相对比较优惠。”叮咚买菜华胜站站长说。记者看到,在叮咚买菜上,有两种品种在售,100克以上的母蟹,25.9元一只,80克以上的母蟹,18.8元一只。为了让内陆市民们能够品尝到最鲜活肥美的优质雪山大闸蟹,叮咚买菜通过强大的供应链从雪山直接送到用户的餐桌,最快48小时就能从产地直达上海,全程8到10摄氏度的冷链运输,确保鲜活。中秋佳节,热销的不光是大闸蟹,一些半成品菜,快手菜、招牌菜等都受到了市民的欢迎,尤其是蹄花、麻鸭煲等带有鸭子的产品,同样成为中秋餐桌上不可或缺的食物。据介绍,为迎接此次中秋佳节,叮咚买菜提前备货,蔬菜、鲜花、海鲜产品等全部备货充足,如天山雪蟹,备货量达到80万只,满足市民们大快朵颐的需求。记者 / 瞿煌俊 邵林峰编辑 / 孙冲","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688447278,"gmtCreate":1657809963298,"gmtModify":1704868381517,"author":{"id":"4120912669548210","authorId":"4120912669548210","name":"盛夏的摇摇扇","avatar":"https://static.tigerbbs.com/c4ab47979fd1080a717608b5cd8d81a6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"转至纳斯达克主板将成为悦商集团发展历史上的重要里程碑,悦商集团可享有更高的流动性溢价,便于资本市场对公司价值的发现,登陆主板也有利于公司品牌的打造,这对于公司的海外扩张有积极作用","listText":"转至纳斯达克主板将成为悦商集团发展历史上的重要里程碑,悦商集团可享有更高的流动性溢价,便于资本市场对公司价值的发现,登陆主板也有利于公司品牌的打造,这对于公司的海外扩张有积极作用","text":"转至纳斯达克主板将成为悦商集团发展历史上的重要里程碑,悦商集团可享有更高的流动性溢价,便于资本市场对公司价值的发现,登陆主板也有利于公司品牌的打造,这对于公司的海外扩张有积极作用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/688447278","repostId":"2251128082","repostType":2,"repost":{"id":"2251128082","pubTimestamp":1657804420,"share":"https://www.laohu8.com/m/news/2251128082?lang=&edition=full","pubTime":"2022-07-14 21:13","market":"sh","language":"zh","title":"美股新股解读|转板前股价一个月翻4.2倍,万亿微商赛道领先SaaS玩家悦商集团(WETG.US)的价值裂变","url":"https://stock-news.laohu8.com/highlight/detail?id=2251128082","media":"智通财经网","summary":"微商云智能赛道里的引领者悦商集团即将登陆纳斯达克主板。2020年7月,成立仅1年左右的悦商集团成功在纳斯达克OTC板块上市。自悦商集团宣布转板纳斯达克以来,公司股价持续大涨,从6月份低点的2.61美元一路上涨至11美元,公司总市值突破20亿美元大关,这代表着资本市场对悦商集团未来发展的看好。为将YCloud业务迅速推向市场,悦商集团采取了两大发展战略,分别是国际化以及行业多元化。且悦商集团的独特优势已逐渐在财报中展现。","content":"<html><body><p>微商云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>赛道里的引领者悦商集团(WETG.US)即将登陆纳斯达克主板。</p><p>2020年7月,成立仅1年左右的悦商集团成功在纳斯达克OTC板块上市。而今,公司已向转入纳斯达克主板发起冲锋。</p><p>7月13日,悦商集团发布了修正版的招股说明书,公司将在此次转板中发行1000万股股份,每股发行价4-6美元,所募集资金的58%将用于科技和技术研发,22%将用于市场营销和人才引进,10%将用于对战略投资,剩余的10%用于日常运营。</p><p>自悦商集团宣布转板纳斯达克以来,公司股价持续大涨,从6月份低点的2.61美元一路上涨至11美元,公司总市值突破20亿美元大关,这代表着资本市场对悦商集团未来发展的看好。</p><p><img src=\"https://img.zhitongcaijing.com/image/20220714/1657804442355269.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1657804442355269.png\"/></p><p>悦商集团的崛起,与其解决了蓬勃发展的微商行业的痛点有直接关系。据艾瑞咨询数据显示,2016年我国微商行业市场交易规模为3287.7亿元,至2019年时,该市场已逼近万亿大关。整个市场日益壮大,但由于行业中服务于微商的产品已远远滞后于这个群体的发展,因此其中形成规模的微商团队苦恼于用户管理和数据处理的巨大难度。</p><p>基于此,悦商集团自主研发了云端智能大脑YCloud,创建了全球微商云智能领域里的第一个国际化系统,悦商集团也因此成为了全球首个微商云智能系统的技术服务提供者,引领行业发展。</p><p>据悉,微商云智能系统增加了支付场景功能,通过强大的技术和大数据学习,强化了用户营销关系追踪,CPS佣金收益管理;同时,该系统可完成社群的AI裂变及管理,实现了供应链体系的整合,以及多渠道数据的分析。悦商集团以智能云服务全方位赋能微商企业发展。</p><p>为将YCloud业务迅速推向市场,悦商集团采取了两大发展战略,分别是国际化以及行业多元化。在国际化方面,随着公司的YCloud业务成功在中国大陆落地后,悦商集团便已开始加速在香港,菲律宾,新加坡等地区和国家的布局,欲以行业先行者优势领先抢占海外微商发展红利。</p><p>而在行业多元化方面,由于目前中国微商已进入3.0时代,因此悦商集团快速扩大行业覆盖范围。据艾瑞咨询报告显示,微商1.0阶段是个人借助社交工具卖货,2.0阶段是自主品牌依靠社交平台成长,3.0阶段是传统品牌、综合电商等均开始将社交平台作为重要的营销和销售渠道,微商行业进入了全新的发展阶段。</p><p>为抓住行业发展新趋势,悦尚集团迅速将YCloud的业务覆盖范围从微商行业向其他领域持续扩张。截至目前,YCloud业务覆盖的赛道已包括微商行业、旅游行业、酒店行业、直播短视频行业、医美行业及传统零售行业。</p><p>基于YCloud可提供的全链路优质服务以及公司采取的行业多元化覆盖策略,悦商集团已俘获了大批客户,其中便包括北京亿东玲珑文化传媒有限公司(“北京亿东”)、北京迈图国际旅行社有限公司(“迈图国际”)、中国旅游公司、北京青旅股份有限公司(“北京青旅”)、维家府信息技术有限公司(“维家府”)、长通富科技等。</p><p>从悦商的发展模式上,可找到Shopify早期的影子。作为全球电商SaaS龙头,北美第二大GMV的电商玩家,现今的Shopify被市场看作是最有可能挑战Amazon的存在。而在公司成长初期,Shopify的业务仅仅是为中小商户提供单一的建店SaaS软件服务,此后其围绕服务商家电商业务打造了SaaS生态,并从后端向前段延伸,通过支付、金融、物流等服务直接触达消费者,实现了从服务B端到服务B端与C端的转变。</p><p>而目前的悦商集团已凭借微商云智能系统实现了对支付、用户营销、收益管理、数据分析、供应链整合等商家需求的覆盖,完成了平台SaaS生态服务的搭建,其发展路径与早期的Shopify如出一辙,只待将产品加速推向市场。且悦商集团的独特优势已逐渐在财报中展现。</p><p>众所周知,SaaS企业初期基本处于亏损状态,纵观目前已上市的众多SaaS企业,运营多年仍未实现盈利的也是绝大多数,但悦商集团却并非如此。据招股书显示,2020、2021财年,悦商集团的总收入分别为627万美元、1438万美元,收入翻倍式高增长;同时,公司2021年的净利润大增93.5%至518万美元,净利率高达36%,盈利能力十分强劲。</p><p>在智通财经APP看来,悦商集团之所以能破除SaaS企业发展初期不能盈利的“魔咒”,并取得了高达36%的净利率主要是因为以下两方面的因素,其一是公司产品和服务的优质获市场认可,强竞争壁垒塑造了高盈利能力;其二是悦商集团独特的收费模式,客户在使用 \nYCloud 服务时,悦商集团会根据客户协议收取平台GMV的3.5%作为服务费,这样的收费模式更受悦享客户群体的青睐,这亦是公司的核心竞争力之一。</p><p>展望未来,悦商有望保持高速成长。从行业角度看,微商迈入3.0时代后,得益于传统品牌和电商的加入,整个市场维持高成长。据艾瑞咨询数据显示,2019年中国微商企业的人数已达到6000万,2020年为1.3亿,2021年为2亿,其预计2022年和2023年行业人数有望达到2.6亿和3.3亿。同时,艾瑞咨询预计,随着微商企业数量的增加以及市场交易规模的扩大,中国微商行业的交易规模将从2013年的3287.7亿元大幅飙升至2023年的13万亿元。十万亿级别的庞大市场,其中充斥着大量机会。</p><p>从悦尚集团的角度而言,公司正处于风口之上,产品和服务以及发展模式已在市场中形成独特优势,国际化和行业多元化策略也在加速推进;于此同时,公司紧跟行业趋势,不断提升SaaS技术能力,在与Wecom紧密对接的同时,YCloud系统积极探索多终端技术能力,逐步打通微信、支付宝、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>等全渠道平台,力争提供基于小程序、SaaS后台、Wecom等多终端渠道的系统化服务。</p><p>而转至纳斯达克主板将成为悦商集团发展历史上的重要里程碑,这不仅是因为主板流动性更强,悦商集团可享有更高的流动性溢价,便于资本市场对公司价值的发现;亦是因为登陆主板有利于公司品牌的打造,这对于公司的海外扩张有积极作用,且有了募集资金的支持,悦商集团可加速成长,持续引领全球微商行业发展。</p><p>更多港股重磅资讯,下载智通财经app</p><p>更多港股及海外理财资讯,请点击www.zhitongcaijing.com(搜索“智通财经”);欲加入智通港股投资群,请加智通客服微信(ztcjkf)</p> </body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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美股新股解读|转板前股价一个月翻4.2倍,万亿微商赛道领先SaaS玩家悦商集团(WETG.US)的价值裂变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 21:13 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/756008.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微商云智能赛道里的引领者悦商集团(WETG.US)即将登陆纳斯达克主板。2020年7月,成立仅1年左右的悦商集团成功在纳斯达克OTC板块上市。而今,公司已向转入纳斯达克主板发起冲锋。7月13日,悦商集团发布了修正版的招股说明书,公司将在此次转板中发行1000万股股份,每股发行价4-6美元,所募集资金的58%将用于科技和技术研发,22%将用于市场营销和人才引进,10%将用于对战略投资,剩余的10%...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/756008.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4106":"数据处理与外包服务"},"source_url":"http://www.zhitongcaijing.com/content/detail/756008.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2251128082","content_text":"微商云智能赛道里的引领者悦商集团(WETG.US)即将登陆纳斯达克主板。2020年7月,成立仅1年左右的悦商集团成功在纳斯达克OTC板块上市。而今,公司已向转入纳斯达克主板发起冲锋。7月13日,悦商集团发布了修正版的招股说明书,公司将在此次转板中发行1000万股股份,每股发行价4-6美元,所募集资金的58%将用于科技和技术研发,22%将用于市场营销和人才引进,10%将用于对战略投资,剩余的10%用于日常运营。自悦商集团宣布转板纳斯达克以来,公司股价持续大涨,从6月份低点的2.61美元一路上涨至11美元,公司总市值突破20亿美元大关,这代表着资本市场对悦商集团未来发展的看好。悦商集团的崛起,与其解决了蓬勃发展的微商行业的痛点有直接关系。据艾瑞咨询数据显示,2016年我国微商行业市场交易规模为3287.7亿元,至2019年时,该市场已逼近万亿大关。整个市场日益壮大,但由于行业中服务于微商的产品已远远滞后于这个群体的发展,因此其中形成规模的微商团队苦恼于用户管理和数据处理的巨大难度。基于此,悦商集团自主研发了云端智能大脑YCloud,创建了全球微商云智能领域里的第一个国际化系统,悦商集团也因此成为了全球首个微商云智能系统的技术服务提供者,引领行业发展。据悉,微商云智能系统增加了支付场景功能,通过强大的技术和大数据学习,强化了用户营销关系追踪,CPS佣金收益管理;同时,该系统可完成社群的AI裂变及管理,实现了供应链体系的整合,以及多渠道数据的分析。悦商集团以智能云服务全方位赋能微商企业发展。为将YCloud业务迅速推向市场,悦商集团采取了两大发展战略,分别是国际化以及行业多元化。在国际化方面,随着公司的YCloud业务成功在中国大陆落地后,悦商集团便已开始加速在香港,菲律宾,新加坡等地区和国家的布局,欲以行业先行者优势领先抢占海外微商发展红利。而在行业多元化方面,由于目前中国微商已进入3.0时代,因此悦商集团快速扩大行业覆盖范围。据艾瑞咨询报告显示,微商1.0阶段是个人借助社交工具卖货,2.0阶段是自主品牌依靠社交平台成长,3.0阶段是传统品牌、综合电商等均开始将社交平台作为重要的营销和销售渠道,微商行业进入了全新的发展阶段。为抓住行业发展新趋势,悦尚集团迅速将YCloud的业务覆盖范围从微商行业向其他领域持续扩张。截至目前,YCloud业务覆盖的赛道已包括微商行业、旅游行业、酒店行业、直播短视频行业、医美行业及传统零售行业。基于YCloud可提供的全链路优质服务以及公司采取的行业多元化覆盖策略,悦商集团已俘获了大批客户,其中便包括北京亿东玲珑文化传媒有限公司(“北京亿东”)、北京迈图国际旅行社有限公司(“迈图国际”)、中国旅游公司、北京青旅股份有限公司(“北京青旅”)、维家府信息技术有限公司(“维家府”)、长通富科技等。从悦商的发展模式上,可找到Shopify早期的影子。作为全球电商SaaS龙头,北美第二大GMV的电商玩家,现今的Shopify被市场看作是最有可能挑战Amazon的存在。而在公司成长初期,Shopify的业务仅仅是为中小商户提供单一的建店SaaS软件服务,此后其围绕服务商家电商业务打造了SaaS生态,并从后端向前段延伸,通过支付、金融、物流等服务直接触达消费者,实现了从服务B端到服务B端与C端的转变。而目前的悦商集团已凭借微商云智能系统实现了对支付、用户营销、收益管理、数据分析、供应链整合等商家需求的覆盖,完成了平台SaaS生态服务的搭建,其发展路径与早期的Shopify如出一辙,只待将产品加速推向市场。且悦商集团的独特优势已逐渐在财报中展现。众所周知,SaaS企业初期基本处于亏损状态,纵观目前已上市的众多SaaS企业,运营多年仍未实现盈利的也是绝大多数,但悦商集团却并非如此。据招股书显示,2020、2021财年,悦商集团的总收入分别为627万美元、1438万美元,收入翻倍式高增长;同时,公司2021年的净利润大增93.5%至518万美元,净利率高达36%,盈利能力十分强劲。在智通财经APP看来,悦商集团之所以能破除SaaS企业发展初期不能盈利的“魔咒”,并取得了高达36%的净利率主要是因为以下两方面的因素,其一是公司产品和服务的优质获市场认可,强竞争壁垒塑造了高盈利能力;其二是悦商集团独特的收费模式,客户在使用 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服务时,悦商集团会根据客户协议收取平台GMV的3.5%作为服务费,这样的收费模式更受悦享客户群体的青睐,这亦是公司的核心竞争力之一。展望未来,悦商有望保持高速成长。从行业角度看,微商迈入3.0时代后,得益于传统品牌和电商的加入,整个市场维持高成长。据艾瑞咨询数据显示,2019年中国微商企业的人数已达到6000万,2020年为1.3亿,2021年为2亿,其预计2022年和2023年行业人数有望达到2.6亿和3.3亿。同时,艾瑞咨询预计,随着微商企业数量的增加以及市场交易规模的扩大,中国微商行业的交易规模将从2013年的3287.7亿元大幅飙升至2023年的13万亿元。十万亿级别的庞大市场,其中充斥着大量机会。从悦尚集团的角度而言,公司正处于风口之上,产品和服务以及发展模式已在市场中形成独特优势,国际化和行业多元化策略也在加速推进;于此同时,公司紧跟行业趋势,不断提升SaaS技术能力,在与Wecom紧密对接的同时,YCloud系统积极探索多终端技术能力,逐步打通微信、支付宝、抖音等全渠道平台,力争提供基于小程序、SaaS后台、Wecom等多终端渠道的系统化服务。而转至纳斯达克主板将成为悦商集团发展历史上的重要里程碑,这不仅是因为主板流动性更强,悦商集团可享有更高的流动性溢价,便于资本市场对公司价值的发现;亦是因为登陆主板有利于公司品牌的打造,这对于公司的海外扩张有积极作用,且有了募集资金的支持,悦商集团可加速成长,持续引领全球微商行业发展。更多港股重磅资讯,下载智通财经app更多港股及海外理财资讯,请点击www.zhitongcaijing.com(搜索“智通财经”);欲加入智通港股投资群,请加智通客服微信(ztcjkf)","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688470387,"gmtCreate":1657810354951,"gmtModify":1704868382541,"author":{"id":"4120912669548210","authorId":"4120912669548210","name":"盛夏的摇摇扇","avatar":"https://static.tigerbbs.com/c4ab47979fd1080a717608b5cd8d81a6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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Looking,所以B,也就是对市场的预测在投资中更加重要。理论上也对,毕竟股价是未来现金流的折现。但是如果回测一下,就会发现输钱最多的地方,往往是左侧抄底,核心原因是没有理解当下市场处于什么状态。在不该抄底的时候抄底了,心中老是期待会有什么好消息会发生,是机构和个人都容易犯的错误。择时是一个非常困难的事情,而要把择时的水平提高,核心就是要理解当下市场处于什么状态。与其每天都在Forward Looking,还不如好好理解当下的状态。不用寄希望于抄在最底部(抄在最底部的人,可能之前无数次错误抄底过),只要抄底的时候站在正确的趋势就行。所以我个人认为A的重要性远远高于B。那么当前处于什么状态呢?第一波开始喊转向的卖方,是我们老虎证券,这里有必要强调一下,不要说某某券商早就喊转向了。那些早就喊转向的人,过去2年喊了多少次抄底,所以蒙对一次不说明问题。第二波开始喊转向的卖方,就是国际投行,现在开始行动了,估计喊的力度会越来越大。但是国际买家要进入,还需要时间,所以国际投行的声音也会越来越大。也正是因为国家买家观念转换的缓慢,所以这个市场还会有动力。大胆预测,ARK基金也会逐步扩大中概股的占比。第三波还没有开始喊转向的卖方,是中资券商,但是他们也会跟进。在接下来的一段时间,我能明确想到,但是市场可能已经忘了的一个重大利好,就是中概股的审计问题。在今年8月26日PCAOB的公开声明中,明确提到了PCAOB将在今年年底重新评估对中概审","listText":"昨天晚上国际大行们开始纷纷行动,喊买中国。晚上港股大涨,人民币大涨。市场好的时候,大家都很高兴,但是越是高兴的时候就越容易出事。所以最核心的一个问题:这一波港股/中概股能持续多久?在回答这个问题之前,先思考另外一个问题。下面两个问题哪一个对于投资的理解更加重要A:理解当下市场处于什么状态;B:预测市场即将处于什么状态;做股票投资的人开口必称Forward Looking,所以B,也就是对市场的预测在投资中更加重要。理论上也对,毕竟股价是未来现金流的折现。但是如果回测一下,就会发现输钱最多的地方,往往是左侧抄底,核心原因是没有理解当下市场处于什么状态。在不该抄底的时候抄底了,心中老是期待会有什么好消息会发生,是机构和个人都容易犯的错误。择时是一个非常困难的事情,而要把择时的水平提高,核心就是要理解当下市场处于什么状态。与其每天都在Forward Looking,还不如好好理解当下的状态。不用寄希望于抄在最底部(抄在最底部的人,可能之前无数次错误抄底过),只要抄底的时候站在正确的趋势就行。所以我个人认为A的重要性远远高于B。那么当前处于什么状态呢?第一波开始喊转向的卖方,是我们老虎证券,这里有必要强调一下,不要说某某券商早就喊转向了。那些早就喊转向的人,过去2年喊了多少次抄底,所以蒙对一次不说明问题。第二波开始喊转向的卖方,就是国际投行,现在开始行动了,估计喊的力度会越来越大。但是国际买家要进入,还需要时间,所以国际投行的声音也会越来越大。也正是因为国家买家观念转换的缓慢,所以这个市场还会有动力。大胆预测,ARK基金也会逐步扩大中概股的占比。第三波还没有开始喊转向的卖方,是中资券商,但是他们也会跟进。在接下来的一段时间,我能明确想到,但是市场可能已经忘了的一个重大利好,就是中概股的审计问题。在今年8月26日PCAOB的公开声明中,明确提到了PCAOB将在今年年底重新评估对中概审","text":"昨天晚上国际大行们开始纷纷行动,喊买中国。晚上港股大涨,人民币大涨。市场好的时候,大家都很高兴,但是越是高兴的时候就越容易出事。所以最核心的一个问题:这一波港股/中概股能持续多久?在回答这个问题之前,先思考另外一个问题。下面两个问题哪一个对于投资的理解更加重要A:理解当下市场处于什么状态;B:预测市场即将处于什么状态;做股票投资的人开口必称Forward 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