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精品公司研究所
05-16
$优步(UBER)$
比亚迪首款皮卡BYDSHARK全球产品发布暨墨西哥上市发布会在墨西哥城举行。BYDSHARK定位新能源豪华智能皮卡,搭载DMO超级混动越野平台,售价969800墨西哥比索。
精品公司研究所
05-12
$理想汽车(LI)$
中汽协发布数据显示,4月,汽车出口50.4万辆,环比增长0.4%,同比增长34%。分车型看,乘用车出口42.9万辆,环比增长1.2%,同比增长35.9%;商用车出口7.4万辆,环比下降4.2%,同比增长24%。1-4月,汽车出口182.7万辆,同比增长33.4%。分车型看,乘用车出口153.9万辆,同比增长34.8%;商用车出口28.8万辆,同比增长26.5%。
精品公司研究所
05-05
$苹果(AAPL)$
巴菲特减仓了苹果,后面还会继续卖出吗?
精品公司研究所
04-28
$阿斯麦(ASML)$
这次业绩差了,下次业绩不就缓过来了?继续看好半导体芯片市场
精品公司研究所
04-26
$希尔顿酒店(HLT)$
希尔顿集团全球总裁兼首席执行官克里斯托弗 ∙ 纳塞塔 (Christopher J. Nassetta) 表示:"我们非常高兴和大家分享第一季度的业绩情况,本季度净利润显著超越了我们的预期,全系统平均每间可供出租客房收入 (RevPAR) 实现了2.0%的增长,进一步体现了我们经营模式的韧性和高速的发展扩张。在发展方面,签约、建造和开业等各方面的势头持续强劲。基于我们再次破纪录的签约客房数量和目前的发展速度,我们预计今年全年将实现6%到6.5%的净增长。
精品公司研究所
04-25
$瑞声科技(02018)$
据说华为P70的伸缩镜头用的是瑞声科技的
精品公司研究所
04-24
$Spotify Technology S.A.(SPOT)$
像腾讯音乐一样走出深V,一年半3倍
精品公司研究所
04-17
$特斯拉(TSLA)$
真就跌跌不休了,咋现在一看到特斯拉的消息全都是坏消息,两眼一抹黑...
精品公司研究所
04-15
$兖矿能源(01171)$
和金龙鱼京东方等公司差不多市值,国内市场定价机制真是挺逗,一个赚吆喝不赚钱,一个超级烧钱机器。
精品公司研究所
04-10
不仅黄金涨的猛,白银也起飞了呀
$白银主连 2405(SImain)$
$白银ETF(iShares)(SLV)$
精品公司研究所
03-22
走加盟应该还挺快的
@少年维特:业绩超预期,品牌影响力不断提升,华住的护城河越来越深
去老虎APP查看更多动态
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巴菲特减仓了苹果,后面还会继续卖出吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302669185069168","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300218799911208,"gmtCreate":1714315123648,"gmtModify":1714315125415,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>这次业绩差了,下次业绩不就缓过来了?继续看好半导体芯片市场","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>这次业绩差了,下次业绩不就缓过来了?继续看好半导体芯片市场","text":"$阿斯麦(ASML)$ 这次业绩差了,下次业绩不就缓过来了?继续看好半导体芯片市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300218799911208","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299528738566200,"gmtCreate":1714146529814,"gmtModify":1714146939109,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HLT\">$希尔顿酒店(HLT)$ </a>希尔顿集团全球总裁兼首席执行官克里斯托弗 ∙ 纳塞塔 (Christopher J. Nassetta) 表示:\"我们非常高兴和大家分享第一季度的业绩情况,本季度净利润显著超越了我们的预期,全系统平均每间可供出租客房收入 (RevPAR) 实现了2.0%的增长,进一步体现了我们经营模式的韧性和高速的发展扩张。在发展方面,签约、建造和开业等各方面的势头持续强劲。基于我们再次破纪录的签约客房数量和目前的发展速度,我们预计今年全年将实现6%到6.5%的净增长。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HLT\">$希尔顿酒店(HLT)$ </a>希尔顿集团全球总裁兼首席执行官克里斯托弗 ∙ 纳塞塔 (Christopher J. Nassetta) 表示:\"我们非常高兴和大家分享第一季度的业绩情况,本季度净利润显著超越了我们的预期,全系统平均每间可供出租客房收入 (RevPAR) 实现了2.0%的增长,进一步体现了我们经营模式的韧性和高速的发展扩张。在发展方面,签约、建造和开业等各方面的势头持续强劲。基于我们再次破纪录的签约客房数量和目前的发展速度,我们预计今年全年将实现6%到6.5%的净增长。","text":"$希尔顿酒店(HLT)$ 希尔顿集团全球总裁兼首席执行官克里斯托弗 ∙ 纳塞塔 (Christopher J. Nassetta) 表示:\"我们非常高兴和大家分享第一季度的业绩情况,本季度净利润显著超越了我们的预期,全系统平均每间可供出租客房收入 (RevPAR) 实现了2.0%的增长,进一步体现了我们经营模式的韧性和高速的发展扩张。在发展方面,签约、建造和开业等各方面的势头持续强劲。基于我们再次破纪录的签约客房数量和目前的发展速度,我们预计今年全年将实现6%到6.5%的净增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299528738566200","isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299074048184320,"gmtCreate":1714041455075,"gmtModify":1714041456584,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$ </a>据说华为P70的伸缩镜头用的是瑞声科技的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$ </a>据说华为P70的伸缩镜头用的是瑞声科技的","text":"$瑞声科技(02018)$ 据说华为P70的伸缩镜头用的是瑞声科技的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299074048184320","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298748627816632,"gmtCreate":1713945500322,"gmtModify":1713945501898,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$ </a>像腾讯音乐一样走出深V,一年半3倍","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$ </a>像腾讯音乐一样走出深V,一年半3倍","text":"$Spotify Technology S.A.(SPOT)$ 像腾讯音乐一样走出深V,一年半3倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298748627816632","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296257795125536,"gmtCreate":1713366193391,"gmtModify":1713366207853,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>真就跌跌不休了,咋现在一看到特斯拉的消息全都是坏消息,两眼一抹黑...","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>真就跌跌不休了,咋现在一看到特斯拉的消息全都是坏消息,两眼一抹黑...","text":"$特斯拉(TSLA)$ 真就跌跌不休了,咋现在一看到特斯拉的消息全都是坏消息,两眼一抹黑...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296257795125536","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295663357751352,"gmtCreate":1713192410271,"gmtModify":1713193079194,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01171\">$兖矿能源(01171)$ </a>和金龙鱼京东方等公司差不多市值,国内市场定价机制真是挺逗,一个赚吆喝不赚钱,一个超级烧钱机器。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01171\">$兖矿能源(01171)$ </a>和金龙鱼京东方等公司差不多市值,国内市场定价机制真是挺逗,一个赚吆喝不赚钱,一个超级烧钱机器。","text":"$兖矿能源(01171)$ 和金龙鱼京东方等公司差不多市值,国内市场定价机制真是挺逗,一个赚吆喝不赚钱,一个超级烧钱机器。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295663357751352","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293810970161232,"gmtCreate":1712761712024,"gmtModify":1712761713631,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"不仅黄金涨的猛,白银也起飞了呀<a target=\"_blank\" href=\"https://laohu8.com/FUT/SImain\">$白银主连 2405(SImain)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/SLV\">$白银ETF(iShares)(SLV)$ </a>","listText":"不仅黄金涨的猛,白银也起飞了呀<a target=\"_blank\" href=\"https://laohu8.com/FUT/SImain\">$白银主连 2405(SImain)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/SLV\">$白银ETF(iShares)(SLV)$ </a>","text":"不仅黄金涨的猛,白银也起飞了呀$白银主连 2405(SImain)$ $白银ETF(iShares)(SLV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293810970161232","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":287013835960440,"gmtCreate":1711080600090,"gmtModify":1711080602945,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"走加盟应该还挺快的","listText":"走加盟应该还挺快的","text":"走加盟应该还挺快的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287013835960440","repostId":"286747731894320","repostType":1,"repost":{"id":286747731894320,"gmtCreate":1711026861772,"gmtModify":1711098003318,"author":{"id":"3541377675348678","authorId":"3541377675348678","name":"少年维特","avatar":"https://static.tigerbbs.com/e1bdb6640a3e75becbeddd8174c1a002","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"业绩超预期,品牌影响力不断提升,华住的护城河越来越深","htmlText":"2023年,一个充满活力的出行市场正在回归。 根据QuestMobile的数据,火车服务、用车服务、在线旅游等行业流量增长显著。 公开数据显示,全年国内出游人次48.91亿,比上年增加23.61亿,同比增长93.3%。国内游客出游总花费4.91万亿元,比上年增加2.87万亿元,同比增长140.3%。 从去年爆火的淄博烧烤、哈尔滨旅游,到最近几天频频登上热搜的甘肃天水麻辣烫,无一不显示了居民的出行热情。 今年春节期间,华住集团旗下酒店共接待超过735万人次,较去年春节同期增长2.3倍。与2019年同期相比,酒店入住率上升近12%。 看了酒旅行业的数据后,才发现品牌优质、标准化好、经济实惠的连锁酒店行业是为数不多挺过疫情还在快速增长的行业。特别是华住集团,各项指标依然快速增长。 一、华住Q4经营持续加速,各项指标领跑行业 3月20日,华住发布了2023年Q4及全年财报,经营质量进一步提升。 根据最新披露的数据显示,华住集团2023年Q4的RevPAR(平均单客房收入)/ ADR(单客房日均房价)/OCC(入住率)分别为229元/284元/80.5%,达到了2019年同期的120%/122%/97.9%,RevPAR和ADR全面超越2019年,达到历史新高,OCC也基本恢复。 数据来源:公司公告 自2023年2月以来,华住中国每个月RevPAR相较于2019年恢复度均保持在115%以上,全年恢复至2019年的122%。进入2024年,RevPAR仍然保持良好的增长势头,1月华住中国RevPAR恢复至2019年的126%,春节8天假期的平均RevPAR相较于2019年春节增长55-60%。 令人惊讶的是,在传统意义上的酒店行业淡季Q4,华住的OCC相比2019年同期的恢复程度,与旺季Q3相比保持持平,并未有明显的下滑。 2023年Q4,华住实现收入56亿元,同比增长50.7","listText":"2023年,一个充满活力的出行市场正在回归。 根据QuestMobile的数据,火车服务、用车服务、在线旅游等行业流量增长显著。 公开数据显示,全年国内出游人次48.91亿,比上年增加23.61亿,同比增长93.3%。国内游客出游总花费4.91万亿元,比上年增加2.87万亿元,同比增长140.3%。 从去年爆火的淄博烧烤、哈尔滨旅游,到最近几天频频登上热搜的甘肃天水麻辣烫,无一不显示了居民的出行热情。 今年春节期间,华住集团旗下酒店共接待超过735万人次,较去年春节同期增长2.3倍。与2019年同期相比,酒店入住率上升近12%。 看了酒旅行业的数据后,才发现品牌优质、标准化好、经济实惠的连锁酒店行业是为数不多挺过疫情还在快速增长的行业。特别是华住集团,各项指标依然快速增长。 一、华住Q4经营持续加速,各项指标领跑行业 3月20日,华住发布了2023年Q4及全年财报,经营质量进一步提升。 根据最新披露的数据显示,华住集团2023年Q4的RevPAR(平均单客房收入)/ ADR(单客房日均房价)/OCC(入住率)分别为229元/284元/80.5%,达到了2019年同期的120%/122%/97.9%,RevPAR和ADR全面超越2019年,达到历史新高,OCC也基本恢复。 数据来源:公司公告 自2023年2月以来,华住中国每个月RevPAR相较于2019年恢复度均保持在115%以上,全年恢复至2019年的122%。进入2024年,RevPAR仍然保持良好的增长势头,1月华住中国RevPAR恢复至2019年的126%,春节8天假期的平均RevPAR相较于2019年春节增长55-60%。 令人惊讶的是,在传统意义上的酒店行业淡季Q4,华住的OCC相比2019年同期的恢复程度,与旺季Q3相比保持持平,并未有明显的下滑。 2023年Q4,华住实现收入56亿元,同比增长50.7","text":"2023年,一个充满活力的出行市场正在回归。 根据QuestMobile的数据,火车服务、用车服务、在线旅游等行业流量增长显著。 公开数据显示,全年国内出游人次48.91亿,比上年增加23.61亿,同比增长93.3%。国内游客出游总花费4.91万亿元,比上年增加2.87万亿元,同比增长140.3%。 从去年爆火的淄博烧烤、哈尔滨旅游,到最近几天频频登上热搜的甘肃天水麻辣烫,无一不显示了居民的出行热情。 今年春节期间,华住集团旗下酒店共接待超过735万人次,较去年春节同期增长2.3倍。与2019年同期相比,酒店入住率上升近12%。 看了酒旅行业的数据后,才发现品牌优质、标准化好、经济实惠的连锁酒店行业是为数不多挺过疫情还在快速增长的行业。特别是华住集团,各项指标依然快速增长。 一、华住Q4经营持续加速,各项指标领跑行业 3月20日,华住发布了2023年Q4及全年财报,经营质量进一步提升。 根据最新披露的数据显示,华住集团2023年Q4的RevPAR(平均单客房收入)/ ADR(单客房日均房价)/OCC(入住率)分别为229元/284元/80.5%,达到了2019年同期的120%/122%/97.9%,RevPAR和ADR全面超越2019年,达到历史新高,OCC也基本恢复。 数据来源:公司公告 自2023年2月以来,华住中国每个月RevPAR相较于2019年恢复度均保持在115%以上,全年恢复至2019年的122%。进入2024年,RevPAR仍然保持良好的增长势头,1月华住中国RevPAR恢复至2019年的126%,春节8天假期的平均RevPAR相较于2019年春节增长55-60%。 令人惊讶的是,在传统意义上的酒店行业淡季Q4,华住的OCC相比2019年同期的恢复程度,与旺季Q3相比保持持平,并未有明显的下滑。 2023年Q4,华住实现收入56亿元,同比增长50.7","images":[{"img":"https://static.tigerbbs.com/895f2e674b408f23ba08c9b7e93ebb7d","width":"960","height":"618"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286747731894320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":298748627816632,"gmtCreate":1713945500322,"gmtModify":1713945501898,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$ </a>像腾讯音乐一样走出深V,一年半3倍","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$ </a>像腾讯音乐一样走出深V,一年半3倍","text":"$Spotify Technology S.A.(SPOT)$ 像腾讯音乐一样走出深V,一年半3倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298748627816632","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306194134655152,"gmtCreate":1715789088770,"gmtModify":1715790643609,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ </a>比亚迪首款皮卡BYDSHARK全球产品发布暨墨西哥上市发布会在墨西哥城举行。BYDSHARK定位新能源豪华智能皮卡,搭载DMO超级混动越野平台,售价969800墨西哥比索。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$ 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中汽协发布数据显示,4月,汽车出口50.4万辆,环比增长0.4%,同比增长34%。分车型看,乘用车出口42.9万辆,环比增长1.2%,同比增长35.9%;商用车出口7.4万辆,环比下降4.2%,同比增长24%。1-4月,汽车出口182.7万辆,同比增长33.4%。分车型看,乘用车出口153.9万辆,同比增长34.8%;商用车出口28.8万辆,同比增长26.5%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304791227646248","isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302669185069168,"gmtCreate":1714899925870,"gmtModify":1714997831248,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>巴菲特减仓了苹果,后面还会继续卖出吗?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>巴菲特减仓了苹果,后面还会继续卖出吗?","text":"$苹果(AAPL)$ 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这次业绩差了,下次业绩不就缓过来了?继续看好半导体芯片市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300218799911208","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299528738566200,"gmtCreate":1714146529814,"gmtModify":1714146939109,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HLT\">$希尔顿酒店(HLT)$ </a>希尔顿集团全球总裁兼首席执行官克里斯托弗 ∙ 纳塞塔 (Christopher J. Nassetta) 表示:\"我们非常高兴和大家分享第一季度的业绩情况,本季度净利润显著超越了我们的预期,全系统平均每间可供出租客房收入 (RevPAR) 实现了2.0%的增长,进一步体现了我们经营模式的韧性和高速的发展扩张。在发展方面,签约、建造和开业等各方面的势头持续强劲。基于我们再次破纪录的签约客房数量和目前的发展速度,我们预计今年全年将实现6%到6.5%的净增长。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HLT\">$希尔顿酒店(HLT)$ </a>希尔顿集团全球总裁兼首席执行官克里斯托弗 ∙ 纳塞塔 (Christopher J. Nassetta) 表示:\"我们非常高兴和大家分享第一季度的业绩情况,本季度净利润显著超越了我们的预期,全系统平均每间可供出租客房收入 (RevPAR) 实现了2.0%的增长,进一步体现了我们经营模式的韧性和高速的发展扩张。在发展方面,签约、建造和开业等各方面的势头持续强劲。基于我们再次破纪录的签约客房数量和目前的发展速度,我们预计今年全年将实现6%到6.5%的净增长。","text":"$希尔顿酒店(HLT)$ 希尔顿集团全球总裁兼首席执行官克里斯托弗 ∙ 纳塞塔 (Christopher J. Nassetta) 表示:\"我们非常高兴和大家分享第一季度的业绩情况,本季度净利润显著超越了我们的预期,全系统平均每间可供出租客房收入 (RevPAR) 实现了2.0%的增长,进一步体现了我们经营模式的韧性和高速的发展扩张。在发展方面,签约、建造和开业等各方面的势头持续强劲。基于我们再次破纪录的签约客房数量和目前的发展速度,我们预计今年全年将实现6%到6.5%的净增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299528738566200","isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299074048184320,"gmtCreate":1714041455075,"gmtModify":1714041456584,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$ </a>据说华为P70的伸缩镜头用的是瑞声科技的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$ </a>据说华为P70的伸缩镜头用的是瑞声科技的","text":"$瑞声科技(02018)$ 据说华为P70的伸缩镜头用的是瑞声科技的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299074048184320","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296257795125536,"gmtCreate":1713366193391,"gmtModify":1713366207853,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>真就跌跌不休了,咋现在一看到特斯拉的消息全都是坏消息,两眼一抹黑...","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>真就跌跌不休了,咋现在一看到特斯拉的消息全都是坏消息,两眼一抹黑...","text":"$特斯拉(TSLA)$ 真就跌跌不休了,咋现在一看到特斯拉的消息全都是坏消息,两眼一抹黑...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296257795125536","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295663357751352,"gmtCreate":1713192410271,"gmtModify":1713193079194,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01171\">$兖矿能源(01171)$ </a>和金龙鱼京东方等公司差不多市值,国内市场定价机制真是挺逗,一个赚吆喝不赚钱,一个超级烧钱机器。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01171\">$兖矿能源(01171)$ </a>和金龙鱼京东方等公司差不多市值,国内市场定价机制真是挺逗,一个赚吆喝不赚钱,一个超级烧钱机器。","text":"$兖矿能源(01171)$ 和金龙鱼京东方等公司差不多市值,国内市场定价机制真是挺逗,一个赚吆喝不赚钱,一个超级烧钱机器。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295663357751352","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293810970161232,"gmtCreate":1712761712024,"gmtModify":1712761713631,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"不仅黄金涨的猛,白银也起飞了呀<a target=\"_blank\" href=\"https://laohu8.com/FUT/SImain\">$白银主连 2405(SImain)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/SLV\">$白银ETF(iShares)(SLV)$ </a>","listText":"不仅黄金涨的猛,白银也起飞了呀<a target=\"_blank\" href=\"https://laohu8.com/FUT/SImain\">$白银主连 2405(SImain)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/SLV\">$白银ETF(iShares)(SLV)$ </a>","text":"不仅黄金涨的猛,白银也起飞了呀$白银主连 2405(SImain)$ $白银ETF(iShares)(SLV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293810970161232","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":287013835960440,"gmtCreate":1711080600090,"gmtModify":1711080602945,"author":{"id":"4129116581682780","authorId":"4129116581682780","name":"精品公司研究所","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"走加盟应该还挺快的","listText":"走加盟应该还挺快的","text":"走加盟应该还挺快的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287013835960440","repostId":"286747731894320","repostType":1,"repost":{"id":286747731894320,"gmtCreate":1711026861772,"gmtModify":1711098003318,"author":{"id":"3541377675348678","authorId":"3541377675348678","name":"少年维特","avatar":"https://static.tigerbbs.com/e1bdb6640a3e75becbeddd8174c1a002","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"业绩超预期,品牌影响力不断提升,华住的护城河越来越深","htmlText":"2023年,一个充满活力的出行市场正在回归。 根据QuestMobile的数据,火车服务、用车服务、在线旅游等行业流量增长显著。 公开数据显示,全年国内出游人次48.91亿,比上年增加23.61亿,同比增长93.3%。国内游客出游总花费4.91万亿元,比上年增加2.87万亿元,同比增长140.3%。 从去年爆火的淄博烧烤、哈尔滨旅游,到最近几天频频登上热搜的甘肃天水麻辣烫,无一不显示了居民的出行热情。 今年春节期间,华住集团旗下酒店共接待超过735万人次,较去年春节同期增长2.3倍。与2019年同期相比,酒店入住率上升近12%。 看了酒旅行业的数据后,才发现品牌优质、标准化好、经济实惠的连锁酒店行业是为数不多挺过疫情还在快速增长的行业。特别是华住集团,各项指标依然快速增长。 一、华住Q4经营持续加速,各项指标领跑行业 3月20日,华住发布了2023年Q4及全年财报,经营质量进一步提升。 根据最新披露的数据显示,华住集团2023年Q4的RevPAR(平均单客房收入)/ ADR(单客房日均房价)/OCC(入住率)分别为229元/284元/80.5%,达到了2019年同期的120%/122%/97.9%,RevPAR和ADR全面超越2019年,达到历史新高,OCC也基本恢复。 数据来源:公司公告 自2023年2月以来,华住中国每个月RevPAR相较于2019年恢复度均保持在115%以上,全年恢复至2019年的122%。进入2024年,RevPAR仍然保持良好的增长势头,1月华住中国RevPAR恢复至2019年的126%,春节8天假期的平均RevPAR相较于2019年春节增长55-60%。 令人惊讶的是,在传统意义上的酒店行业淡季Q4,华住的OCC相比2019年同期的恢复程度,与旺季Q3相比保持持平,并未有明显的下滑。 2023年Q4,华住实现收入56亿元,同比增长50.7","listText":"2023年,一个充满活力的出行市场正在回归。 根据QuestMobile的数据,火车服务、用车服务、在线旅游等行业流量增长显著。 公开数据显示,全年国内出游人次48.91亿,比上年增加23.61亿,同比增长93.3%。国内游客出游总花费4.91万亿元,比上年增加2.87万亿元,同比增长140.3%。 从去年爆火的淄博烧烤、哈尔滨旅游,到最近几天频频登上热搜的甘肃天水麻辣烫,无一不显示了居民的出行热情。 今年春节期间,华住集团旗下酒店共接待超过735万人次,较去年春节同期增长2.3倍。与2019年同期相比,酒店入住率上升近12%。 看了酒旅行业的数据后,才发现品牌优质、标准化好、经济实惠的连锁酒店行业是为数不多挺过疫情还在快速增长的行业。特别是华住集团,各项指标依然快速增长。 一、华住Q4经营持续加速,各项指标领跑行业 3月20日,华住发布了2023年Q4及全年财报,经营质量进一步提升。 根据最新披露的数据显示,华住集团2023年Q4的RevPAR(平均单客房收入)/ ADR(单客房日均房价)/OCC(入住率)分别为229元/284元/80.5%,达到了2019年同期的120%/122%/97.9%,RevPAR和ADR全面超越2019年,达到历史新高,OCC也基本恢复。 数据来源:公司公告 自2023年2月以来,华住中国每个月RevPAR相较于2019年恢复度均保持在115%以上,全年恢复至2019年的122%。进入2024年,RevPAR仍然保持良好的增长势头,1月华住中国RevPAR恢复至2019年的126%,春节8天假期的平均RevPAR相较于2019年春节增长55-60%。 令人惊讶的是,在传统意义上的酒店行业淡季Q4,华住的OCC相比2019年同期的恢复程度,与旺季Q3相比保持持平,并未有明显的下滑。 2023年Q4,华住实现收入56亿元,同比增长50.7","text":"2023年,一个充满活力的出行市场正在回归。 根据QuestMobile的数据,火车服务、用车服务、在线旅游等行业流量增长显著。 公开数据显示,全年国内出游人次48.91亿,比上年增加23.61亿,同比增长93.3%。国内游客出游总花费4.91万亿元,比上年增加2.87万亿元,同比增长140.3%。 从去年爆火的淄博烧烤、哈尔滨旅游,到最近几天频频登上热搜的甘肃天水麻辣烫,无一不显示了居民的出行热情。 今年春节期间,华住集团旗下酒店共接待超过735万人次,较去年春节同期增长2.3倍。与2019年同期相比,酒店入住率上升近12%。 看了酒旅行业的数据后,才发现品牌优质、标准化好、经济实惠的连锁酒店行业是为数不多挺过疫情还在快速增长的行业。特别是华住集团,各项指标依然快速增长。 一、华住Q4经营持续加速,各项指标领跑行业 3月20日,华住发布了2023年Q4及全年财报,经营质量进一步提升。 根据最新披露的数据显示,华住集团2023年Q4的RevPAR(平均单客房收入)/ ADR(单客房日均房价)/OCC(入住率)分别为229元/284元/80.5%,达到了2019年同期的120%/122%/97.9%,RevPAR和ADR全面超越2019年,达到历史新高,OCC也基本恢复。 数据来源:公司公告 自2023年2月以来,华住中国每个月RevPAR相较于2019年恢复度均保持在115%以上,全年恢复至2019年的122%。进入2024年,RevPAR仍然保持良好的增长势头,1月华住中国RevPAR恢复至2019年的126%,春节8天假期的平均RevPAR相较于2019年春节增长55-60%。 令人惊讶的是,在传统意义上的酒店行业淡季Q4,华住的OCC相比2019年同期的恢复程度,与旺季Q3相比保持持平,并未有明显的下滑。 2023年Q4,华住实现收入56亿元,同比增长50.7","images":[{"img":"https://static.tigerbbs.com/895f2e674b408f23ba08c9b7e93ebb7d","width":"960","height":"618"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286747731894320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}