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湜哥贼6
加油
IP属地：北京
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湜哥贼6
湜哥贼6
·
2024-12-16
Replying to
@交易_NO1
:确实//
@交易_NO1
:怎么可能会空，连替代品都没有
@mr wang：
$英伟达(NVDA)$ 看空！！！！！！
$英伟达(NVDA)$ 看空！！！！！！
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编组 21备份 2
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湜哥贼6
湜哥贼6
·
2024-07-17
想买辆萝卜，替我去上班赚钱～
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湜哥贼6
湜哥贼6
·
2024-06-07
交易分享指南
查看详情：
交易分享指南
交易分享指南 此帖仅开放于中国大陆用户
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湜哥贼6
湜哥贼6
·
2024-05-16
$Coinbase Global, Inc.(COIN)$
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湜哥贼6
湜哥贼6
·
2024-01-08
$美国10年期国债收益率(US10Y.BOND)$
国债收益率
$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$
国债
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1
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湜哥贼6
湜哥贼6
·
2023-12-19
$纳斯达克100 Covered Call ETF-Global X(QYLD)$
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湜哥贼6
湜哥贼6
·
2023-07-10
什么
@湜哥贼6：
$阿里巴巴(BABA)$ 不好说啊 加油啊哈哈哈哈哈哈哈，嗯。你在我身边就是你自己想的那样美好？我是真的想去看看我这个世界末日来临之际？我的朋友都说了一句你是什么时候回家呢？我们
$阿里巴巴(BABA)$ 不好说啊 加油啊哈哈哈哈哈哈哈，嗯。你在我身边就是你自己想的那样美好？我是真的想去看看我这个世界末日来临之际？我的朋友都说了一句你是什么时候回家呢？我们
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湜哥贼6
湜哥贼6
·
2023-06-15
哈哈
非常抱歉，此主贴已删除
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湜哥贼6
湜哥贼6
·
2023-05-19
很棒
菜鸟官宣上市，持续亏损，难题何解？
菜鸟集团正式官宣上市！5月18日晚间，阿里巴巴宣布，董事会已经批准启动菜鸟集团上市，预计在未来12个到18个月完成上市计划。就在10天前，有消息传称，菜鸟计划于2024年初在香港IPO，旨在筹集高达2
菜鸟官宣上市，持续亏损，难题何解？
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湜哥贼6
湜哥贼6
·
2023-05-19
很不错
重新定义MR：一文梳理苹果头显猜想
重磅新品发布在即，安信证券梳理了关于苹果头显的各类猜想，分析师指出，新硬件或将采用眼动及手部交互，堪比科幻电影。作为全球市值最高的公司、标普500指数中权重最大的股王，坐拥iPhone、iPad等硬件
重新定义MR：一文梳理苹果头显猜想
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href=\"https://www.atigrpulse.com/marketing/Tradingsparks_userguide?actionID=c797ed36aab86205930844375d3b74e1&skin=1&os=iOS&account_id=897017&utm_medium=tiger_community&platform=iOS&shareID=713b54b2d991d825c9c9d0068b148975&invite=DU7WK&lang=zh_CN\">交易分享指南</a> 交易分享指南 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.atigrpulse.com/marketing/Tradingsparks_userguide?actionID=c797ed36aab86205930844375d3b74e1&skin=1&os=iOS&account_id=897017&utm_medium=tiger_community&platform=iOS&shareID=713b54b2d991d825c9c9d0068b148975&invite=DU7WK&lang=zh_CN\">交易分享指南</a> 交易分享指南 此帖仅开放于中国大陆用户","text":"查看详情： 交易分享指南 交易分享指南 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/314235031744832","isVote":1,"tweetType":1,"viewCount":3401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306427319447752,"gmtCreate":1715845928351,"gmtModify":1715845929335,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> ","text":"$Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306427319447752","isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260857262952720,"gmtCreate":1704695912799,"gmtModify":1704695914598,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/US10Y.BOND\">$美国10年期国债收益率(US10Y.BOND)$</a> 国债收益率 <a href=\"https://laohu8.com/S/US912810ES34.BOND\">$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$</a> 国债","listText":"<a href=\"https://laohu8.com/S/US10Y.BOND\">$美国10年期国债收益率(US10Y.BOND)$</a> 国债收益率 <a href=\"https://laohu8.com/S/US912810ES34.BOND\">$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$</a> 国债","text":"$美国10年期国债收益率(US10Y.BOND)$ 国债收益率 $美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$ 国债","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/260857262952720","isVote":1,"tweetType":1,"viewCount":5029,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"content":"$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$国债对吗","text":"$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$国债对吗","html":"$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$国债对吗"},{"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"content":"$美国10年期国债收益率(US10Y.BOND)$ 这个不太对","text":"$美国10年期国债收益率(US10Y.BOND)$ 这个不太对","html":"$美国10年期国债收益率(US10Y.BOND)$ 这个不太对"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253810081910976,"gmtCreate":1702983221076,"gmtModify":1702992174877,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QYLD\">$纳斯达克100 Covered Call ETF-Global X(QYLD)$ </a>","listText":"<a href=\"https://laohu8.com/S/QYLD\">$纳斯达克100 Covered Call ETF-Global X(QYLD)$ </a>","text":"$纳斯达克100 Covered Call ETF-Global X(QYLD)$","images":[{"img":"https://static.tigerbbs.com/7f4073b80ba8b39007302192ea2aefdd","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253810081910976","isVote":1,"tweetType":1,"viewCount":2887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":196466472439880,"gmtCreate":1688986181197,"gmtModify":1688986182319,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"title":"","htmlText":"什么","listText":"什么","text":"什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196466472439880","repostId":"624261928","repostType":1,"repost":{"id":624261928,"gmtCreate":1677500073865,"gmtModify":1677500192024,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v>不好说啊 加油啊哈哈哈哈哈哈哈，嗯。你在我身边就是你自己想的那样美好？我是真的想去看看我这个世界末日来临之际？我的朋友都说了一句你是什么时候回家呢？我们","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v>不好说啊 加油啊哈哈哈哈哈哈哈，嗯。你在我身边就是你自己想的那样美好？我是真的想去看看我这个世界末日来临之际？我的朋友都说了一句你是什么时候回家呢？我们","text":"$阿里巴巴(BABA)$ 不好说啊 加油啊哈哈哈哈哈哈哈，嗯。你在我身边就是你自己想的那样美好？我是真的想去看看我这个世界末日来临之际？我的朋友都说了一句你是什么时候回家呢？我们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624261928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187529881583800,"gmtCreate":1686809657626,"gmtModify":1686809659063,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"title":"","htmlText":"哈哈","listText":"哈哈","text":"哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187529881583800","repostId":"1142183962","repostType":2,"isVote":1,"tweetType":1,"viewCount":5093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652653816,"gmtCreate":1684500738835,"gmtModify":1684500740368,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"title":"","htmlText":"很棒","listText":"很棒","text":"很棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/652653816","repostId":"2336128085","repostType":2,"repost":{"id":"2336128085","kind":"news","pubTimestamp":1684500495,"share":"https://www.laohu8.com/m/news/2336128085?lang=zh_CN&edition=full","pubTime":"2023-05-19 20:48","market":"us","language":"zh","title":"菜鸟官宣上市，持续亏损，难题何解？","url":"https://stock-news.laohu8.com/highlight/detail?id=2336128085","media":"IPO日报","summary":"菜鸟集团正式官宣上市！5月18日晚间，阿里巴巴宣布，董事会已经批准启动菜鸟集团上市，预计在未来12个到18个月完成上市计划。就在10天前，有消息传称，菜鸟计划于2024年初在香港IPO，旨在筹集高达2","content":"<html><head></head><body><p>菜鸟集团正式官宣上市！</p><p>5月18日晚间，阿里巴巴宣布，董事会已经批准启动菜鸟集团上市，预计在未来12个到18个月完成上市计划。</p><p>就在10天前，有消息传称，菜鸟计划于2024年初在香港IPO，旨在筹集高达20亿美元。对此，菜鸟回应称“暂无明确上市计划”。</p><p>那么，菜鸟集团此时公布上市的原因是什么？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548a98ccbca4d1411a3f9a1673bc41a0\" alt=\"来源：公司官网\" title=\"来源：公司官网\" tg-width=\"628\" tg-height=\"432\"/><span>来源：公司官网</span></p><p><strong>分拆上市</strong></p><p>据悉，菜鸟集团是一家客户价值驱动的全球化产业互联网公司，目前已形成面向商家、消费者和物流合作伙伴3类客户的5大核心服务板块：全球物流、智慧供应链、消费者物流、全球地网和物流科技。</p><p>具体来看，菜鸟提供面向商家的综合供应链服务、面向消费者的物流服务、面向物流企业的基础设施服务。</p><p><strong>股权结构方面，阿里巴巴披露其持有菜鸟集团67%的股权。</strong>菜鸟集团目前的董事长是阿里巴巴集团执行副主席蔡崇信，董事兼CEO是万霖，此外淘天集团CEO戴珊、阿里国际数字商业集团CEO蒋凡和阿里巴巴集团首席人才官蒋芳担任着菜鸟集团的董事。</p><p><strong>也就是说，本次上市为分拆上市。</strong></p><p>对此，网经社电子商务研究中心特约研究员陈虎东表示，业务体系成熟之后，分拆上市的方式其实是科技公司的常态，不仅有助于业务独立运营，而且有助于单独的业务体系摆脱传统大组织变革滞后的羁绊，毕竟大组织的运营方式在很大程度上已经满足不了当前科技发展的速度。</p><p>财务数据方面，根据阿里巴巴财报，<strong>截至2023年3月31日止三个月，菜鸟的收入主要来自其国内及国际一站式物流服务及供应链管理解决方案，抵消跨分部交易的影响后收入为人民币136.19亿元，较2022年同期的人民币115.82亿元增长18%，</strong>主要是由于国际物流履约解决方案服务每单平均收入增加，以及对消费者物流服务需求的增加所致。</p><p>在抵消跨分布交易的影响前菜鸟的单季度总收入合计为人民币189.15亿元，较2022年同期的人民币164.51亿元增长15%。菜鸟分部截至2023年3月31日止三个月的经调整EBITA为亏损人民币319百万元（46百万美元），2022年同期为亏损人民币912百万元。</p><p><strong>截至2023年3月31日止的年度营收（抵消跨分部交易），菜鸟为556.81亿元，同比2022年的年营收461.07亿元增加了21%。其年营收在阿里集团的占比从2022年的5%提升至6%。</strong></p><p>2023财年，菜鸟的经调整EBITA为亏损人民币3.91亿元，2022财年为亏损人民币14.65亿元。亏损减少的主要原因是，国际物流履约解决方案服务的经营业绩有所改善，消费者物流服务和国内物流履约解决方案服务的运营效率有所提高。</p><p><strong>如何扭亏</strong></p><p>如将时间线拉长，可以看出菜鸟集团的业绩增长趋势。</p><p>2021财年，在剔除集团内公司间的交易后，菜鸟网络收入实现同比68%的稳健增长，达到人民币372.58亿元，占集团总收入的5%。</p><p><strong>也就是说，2020财年-2023财年，菜鸟集团的收入从372.58亿元，持续增长至556.81亿元，增长幅度接近50%。</strong></p><p>虽然菜鸟集团的收入快速增长，但是其目前仍处于亏损状态。2023财年菜鸟集团的经调整EBITA为亏损人民币3.91亿元。</p><p><strong>如何扭亏为盈似乎是菜鸟集团迫在眉睫的事。</strong>而如今寻求上市，原因之一或许是长期亏损之下，经营现金流为负，意图通过上市增加募资渠道。</p><p>目前，已在港交所完成上市的物流领域企业包括京东物流、中通快递、圆通速递国际、安能物流、快狗打车等，以及顺丰集团旗下顺丰同城、顺丰房托、嘉里物流。</p><p>同时，货拉拉等公司处于港股IPO进程中。</p><p><strong>IPO日报发现，上述部分公司如快狗打车、货拉拉等似乎存在行业通病，例如两家公司近年来的抽佣率均明显提高。</strong></p><p>为了扭亏为盈，一方面，货拉拉调整了针对司机的收费模式，使得佣金率激增；另一方面，货拉拉还减少了对消费者的补贴，并且压缩了期间费用。</p><p>那么，菜鸟为了扭亏为盈，是否会采取类似的措施？如是，与之而来的问题是，未来针对商家和消费者的优惠持续减少，商家和消费者还会继续选择菜鸟吗？菜鸟的盈利模式又能否长久？</p><p><strong>需要指出的是，目前，菜鸟集团受到的市场争议并不小。</strong></p><p>在黑猫投诉平台上，最近30天里菜鸟收到了500多次投诉，有多位网友投诉菜鸟裹裹的物流配送或丢失包裹问题，也有网友投诉菜鸟驿站的服务问题。</p></body></html>","source":"lsy1610979488337","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>菜鸟官宣上市，持续亏损，难题何解？</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; 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}\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菜鸟官宣上市，持续亏损，难题何解？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-19 20:48 北京时间 <a href=https://mp.weixin.qq.com/s/xVm2szBbnqSZyU-wQJxYGA><strong>IPO日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>菜鸟集团正式官宣上市！5月18日晚间，阿里巴巴宣布，董事会已经批准启动菜鸟集团上市，预计在未来12个到18个月完成上市计划。就在10天前，有消息传称，菜鸟计划于2024年初在香港IPO，旨在筹集高达20亿美元。对此，菜鸟回应称“暂无明确上市计划”。那么，菜鸟集团此时公布上市的原因是什么？来源：公司官网分拆上市据悉，菜鸟集团是一家客户价值驱动的全球化产业互联网公司，目前已形成面向商家、消费者和物流...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xVm2szBbnqSZyU-wQJxYGA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71d67bf0ba27946354837dcac7b62465","relate_stocks":{"BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4122":"互联网与直销零售","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK4558":"双十一","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","BK1584":"蚂蚁金服概念","LU0359202008.SGD":"Blackrock China Fund A2 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ACC","BK1591":"就地过年概念"},"source_url":"https://mp.weixin.qq.com/s/xVm2szBbnqSZyU-wQJxYGA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336128085","content_text":"菜鸟集团正式官宣上市！5月18日晚间，阿里巴巴宣布，董事会已经批准启动菜鸟集团上市，预计在未来12个到18个月完成上市计划。就在10天前，有消息传称，菜鸟计划于2024年初在香港IPO，旨在筹集高达20亿美元。对此，菜鸟回应称“暂无明确上市计划”。那么，菜鸟集团此时公布上市的原因是什么？来源：公司官网分拆上市据悉，菜鸟集团是一家客户价值驱动的全球化产业互联网公司，目前已形成面向商家、消费者和物流合作伙伴3类客户的5大核心服务板块：全球物流、智慧供应链、消费者物流、全球地网和物流科技。具体来看，菜鸟提供面向商家的综合供应链服务、面向消费者的物流服务、面向物流企业的基础设施服务。股权结构方面，阿里巴巴披露其持有菜鸟集团67%的股权。菜鸟集团目前的董事长是阿里巴巴集团执行副主席蔡崇信，董事兼CEO是万霖，此外淘天集团CEO戴珊、阿里国际数字商业集团CEO蒋凡和阿里巴巴集团首席人才官蒋芳担任着菜鸟集团的董事。也就是说，本次上市为分拆上市。对此，网经社电子商务研究中心特约研究员陈虎东表示，业务体系成熟之后，分拆上市的方式其实是科技公司的常态，不仅有助于业务独立运营，而且有助于单独的业务体系摆脱传统大组织变革滞后的羁绊，毕竟大组织的运营方式在很大程度上已经满足不了当前科技发展的速度。财务数据方面，根据阿里巴巴财报，截至2023年3月31日止三个月，菜鸟的收入主要来自其国内及国际一站式物流服务及供应链管理解决方案，抵消跨分部交易的影响后收入为人民币136.19亿元，较2022年同期的人民币115.82亿元增长18%，主要是由于国际物流履约解决方案服务每单平均收入增加，以及对消费者物流服务需求的增加所致。在抵消跨分布交易的影响前菜鸟的单季度总收入合计为人民币189.15亿元，较2022年同期的人民币164.51亿元增长15%。菜鸟分部截至2023年3月31日止三个月的经调整EBITA为亏损人民币319百万元（46百万美元），2022年同期为亏损人民币912百万元。截至2023年3月31日止的年度营收（抵消跨分部交易），菜鸟为556.81亿元，同比2022年的年营收461.07亿元增加了21%。其年营收在阿里集团的占比从2022年的5%提升至6%。2023财年，菜鸟的经调整EBITA为亏损人民币3.91亿元，2022财年为亏损人民币14.65亿元。亏损减少的主要原因是，国际物流履约解决方案服务的经营业绩有所改善，消费者物流服务和国内物流履约解决方案服务的运营效率有所提高。如何扭亏如将时间线拉长，可以看出菜鸟集团的业绩增长趋势。2021财年，在剔除集团内公司间的交易后，菜鸟网络收入实现同比68%的稳健增长，达到人民币372.58亿元，占集团总收入的5%。也就是说，2020财年-2023财年，菜鸟集团的收入从372.58亿元，持续增长至556.81亿元，增长幅度接近50%。虽然菜鸟集团的收入快速增长，但是其目前仍处于亏损状态。2023财年菜鸟集团的经调整EBITA为亏损人民币3.91亿元。如何扭亏为盈似乎是菜鸟集团迫在眉睫的事。而如今寻求上市，原因之一或许是长期亏损之下，经营现金流为负，意图通过上市增加募资渠道。目前，已在港交所完成上市的物流领域企业包括京东物流、中通快递、圆通速递国际、安能物流、快狗打车等，以及顺丰集团旗下顺丰同城、顺丰房托、嘉里物流。同时，货拉拉等公司处于港股IPO进程中。IPO日报发现，上述部分公司如快狗打车、货拉拉等似乎存在行业通病，例如两家公司近年来的抽佣率均明显提高。为了扭亏为盈，一方面，货拉拉调整了针对司机的收费模式，使得佣金率激增；另一方面，货拉拉还减少了对消费者的补贴，并且压缩了期间费用。那么，菜鸟为了扭亏为盈，是否会采取类似的措施？如是，与之而来的问题是，未来针对商家和消费者的优惠持续减少，商家和消费者还会继续选择菜鸟吗？菜鸟的盈利模式又能否长久？需要指出的是，目前，菜鸟集团受到的市场争议并不小。在黑猫投诉平台上，最近30天里菜鸟收到了500多次投诉，有多位网友投诉菜鸟裹裹的物流配送或丢失包裹问题，也有网友投诉菜鸟驿站的服务问题。","news_type":1,"symbols_score_info":{"09988":1}},"isVote":1,"tweetType":1,"viewCount":6909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652632970,"gmtCreate":1684478777290,"gmtModify":1684478778822,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"title":"","htmlText":"很不错","listText":"很不错","text":"很不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652632970","repostId":"1166716665","repostType":2,"repost":{"id":"1166716665","kind":"news","pubTimestamp":1684403493,"share":"https://www.laohu8.com/m/news/1166716665?lang=zh_CN&edition=full","pubTime":"2023-05-18 17:51","market":"us","language":"zh","title":"重新定义MR：一文梳理苹果头显猜想","url":"https://stock-news.laohu8.com/highlight/detail?id=1166716665","media":"华尔街见闻","summary":"重磅新品发布在即，安信证券梳理了关于苹果头显的各类猜想，分析师指出，新硬件或将采用眼动及手部交互，堪比科幻电影。作为全球市值最高的公司、标普500指数中权重最大的股王，坐拥iPhone、iPad等硬件","content":"<html><head></head><body><blockquote><strong>重磅新品发布在即，安信证券梳理了关于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>头显的各类猜想，分析师指出，新硬件或将采用眼动及手部交互，堪比科幻电影。</strong></blockquote><p style=\"text-align: justify;\">作为全球市值最高的公司、标普500指数中权重最大的股王，坐拥iPhone、iPad等硬件设备带来的丰厚现金流之上的苹果，在过去几年里，一直没能推出什么能让人眼前一亮的新产品。</p><p style=\"text-align: justify;\">如今，随着6月WWDC临近，一款苹果酝酿了数年之久、可能是乔布斯去世以来最重磅的新品——MR头显即将发布。苹果正在探索它的新未来。</p><p style=\"text-align: justify;\">苹果头显在硬件上会采用什么样的配置？具备哪些独特的功能？与竞品相比具备哪些优势？</p><p style=\"text-align: justify;\">安信证券分析师王晶晶在最新发表的研究报告中，对此进行了梳理。</p><h2 style=\"text-align: start;\">重新定义MR</h2><p style=\"text-align: justify;\">分析师认为，苹果头显功能远超竞争对手，有望重新定义MR硬件。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1226277173e0017d345b64c109ebb90b\" tg-width=\"640\" tg-height=\"256\"/></p><p style=\"text-align: justify;\">在硬件上配置上，分析师指出：</p><p style=\"text-align: justify;\"><strong>在光学方面，</strong></p><blockquote>Pancake 逐步成为主流光学方案，苹果 MR 有望搭载。VR 光学沿着“非球面透镜—菲涅尔透镜—Pancake〞路径发展，相比于菲涅尔透镜方案，Pancake 方案优势明显：</blockquote><blockquote>1）轻薄化，采用多镜片折叠光路设计有效减小镜片组厚度，厚度较菲涅尔方案减少50%+，重量减轻 30%+；</blockquote><blockquote>2）可提高边缘成像质量，降低图像畸变；</blockquote><blockquote>3）支持屈光度调节，一般可支持 0-700°屈光度调节。</blockquote><blockquote>Pancake 方案还可通过动态变焦解决VAC（视觉辐辏调节冲突）问题，苹果在可变焦方向上研究多年，拥有多项动态变焦专利。苹果于2019年、2020年、2021年、2022年，一直在探索和完善一种基于视网膜投影的3D动态变焦VR显示技术。VR 设备中屏幕光线没有深度信息，焦点定在屏幕上，辐辏和调焦的位置发生了分离，从而产生视觉辐辏调节冲突，引发视觉疲劳、晕眩等问题。</blockquote><blockquote><strong>苹果MR采用3P Pancake方案：三片装的Pancake方案，能够实现目前Pancake中最大的120°视场角，由台湾光学厂商玉晶光、扬明光代工。</strong></blockquote><p style=\"text-align: justify;\"><strong>在显示方面，</strong></p><blockquote>早期VR头戴式设备大部分采用普通LCD，而后逐渐被OLED取代。</blockquote><blockquote>2016年前后，OLED技术尝试用于VR设备中，并一度成为VR设备生产商的首选。2018年以后，Fast-LCD技术的出现让LCD逐渐成为主流选择。</blockquote><blockquote>自2022年起，显示方案进一步迭代，行业龙头开始使用带有Mini LED背光的Fast LCD显示面板，或者使用硅基OLED (OLEDoS)，来提升显示性能，如苹果MR将使用Micro OLED显示方案，Quest Pro使用Mini LED背光的Fast LCD显示面板。</blockquote><blockquote><strong>苹果 MR 的 Micro OLED 屏幕将由<a href=\"https://laohu8.com/S/SONY\">索尼</a>提供，其他厂商亦在积极扩建 Micro OLED 产能。</strong><a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> Micro OLED 产线预计24年量产，且计划于25 年进一步扩产：LG 正与 Meta、海力士合作开发 Micro OLED 面板，计划用于 Meta XR 产品；Kopin 在国内的两条新建产线将于25年起陆续投产。京东方二期产线预计 24年1月建成，年设计产能 523 万片；TCL 子公司华星光电8英寸产线在建，投产后每年可供应 624万台XR 设备；<a href=\"https://laohu8.com/S/688496\">清越科技</a>将使用 PO 募投资金扩建 Micro OLED 产能。<strong>随着 2024 年起各大厂商 Micro OLED 新建产能逐步落地，Micro OLED 成本有望逐步下探。</strong></blockquote><p style=\"text-align: justify;\">此外，在交互上，分析师指出，<strong>苹果MR头显很有可能使用眼动交互或手部交互。</strong></p><blockquote>苹果MR头显会有通过外部摄像头追踪手部定位，以及通过内部传限器读取眼睛的相关数据。用户可以通过眼动交互来选择某个技钮、应用程序或者是列表项目，然后<strong>通过拇指和食指捏在一起的动作激活某个特定的任务。</strong></blockquote><blockquote>目前，苹果已经有至少3项专利涉及到眼动追踪技术，如通过3颗眼动摄像头完成眼动分析、如何处理眼动追踪中的数据过滤等。同时，苹果也有多项专利探索<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>戒指、手指传感器、裸手交互等方向。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa25cd92ad26a945beb00f39aa22dd48\" tg-width=\"640\" tg-height=\"154\"/></p><p style=\"text-align: justify;\">同样定位生产力工具，苹果MR和目前市场上的Meta Quest pro有和异同？</p><p style=\"text-align: justify;\">分析师认为，苹果头显在软件上和苹果生态融合更加紧密，甚至可能实现“浮空打字”这样如同科幻电影场景的炫酷功能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f5d686195690a9411dc637bec6f50a3\" tg-width=\"640\" tg-height=\"362\"/></p><p><br/></p></body></html>","source":"wallstreetcn_api","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>重新定义MR：一文梳理苹果头显猜想</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; 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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重新定义MR：一文梳理苹果头显猜想\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-18 17:51 北京时间 <a href=https://wallstreetcn.com/articles/3689075><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>重磅新品发布在即，安信证券梳理了关于苹果头显的各类猜想，分析师指出，新硬件或将采用眼动及手部交互，堪比科幻电影。作为全球市值最高的公司、标普500指数中权重最大的股王，坐拥iPhone、iPad等硬件设备带来的丰厚现金流之上的苹果，在过去几年里，一直没能推出什么能让人眼前一亮的新产品。如今，随着6月WWDC临近，一款苹果酝酿了数年之久、可能是乔布斯去世以来最重磅的新品——MR头显即将发布。苹果正在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3689075\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97bbefbc647ac833f4b97f02ef3d3a7b","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4501":"段永平概念","BK4527":"明星科技股","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0109392836.USD":"富兰克林科技股A","AAPL":"苹果","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","BK4507":"流媒体概念"},"source_url":"https://wallstreetcn.com/articles/3689075","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166716665","content_text":"重磅新品发布在即，安信证券梳理了关于苹果头显的各类猜想，分析师指出，新硬件或将采用眼动及手部交互，堪比科幻电影。作为全球市值最高的公司、标普500指数中权重最大的股王，坐拥iPhone、iPad等硬件设备带来的丰厚现金流之上的苹果，在过去几年里，一直没能推出什么能让人眼前一亮的新产品。如今，随着6月WWDC临近，一款苹果酝酿了数年之久、可能是乔布斯去世以来最重磅的新品——MR头显即将发布。苹果正在探索它的新未来。苹果头显在硬件上会采用什么样的配置？具备哪些独特的功能？与竞品相比具备哪些优势？安信证券分析师王晶晶在最新发表的研究报告中，对此进行了梳理。重新定义MR分析师认为，苹果头显功能远超竞争对手，有望重新定义MR硬件。在硬件上配置上，分析师指出：在光学方面，Pancake 逐步成为主流光学方案，苹果 MR 有望搭载。VR 光学沿着“非球面透镜—菲涅尔透镜—Pancake〞路径发展，相比于菲涅尔透镜方案，Pancake 方案优势明显：1）轻薄化，采用多镜片折叠光路设计有效减小镜片组厚度，厚度较菲涅尔方案减少50%+，重量减轻 30%+；2）可提高边缘成像质量，降低图像畸变；3）支持屈光度调节，一般可支持 0-700°屈光度调节。Pancake 方案还可通过动态变焦解决VAC（视觉辐辏调节冲突）问题，苹果在可变焦方向上研究多年，拥有多项动态变焦专利。苹果于2019年、2020年、2021年、2022年，一直在探索和完善一种基于视网膜投影的3D动态变焦VR显示技术。VR 设备中屏幕光线没有深度信息，焦点定在屏幕上，辐辏和调焦的位置发生了分离，从而产生视觉辐辏调节冲突，引发视觉疲劳、晕眩等问题。苹果MR采用3P Pancake方案：三片装的Pancake方案，能够实现目前Pancake中最大的120°视场角，由台湾光学厂商玉晶光、扬明光代工。在显示方面，早期VR头戴式设备大部分采用普通LCD，而后逐渐被OLED取代。2016年前后，OLED技术尝试用于VR设备中，并一度成为VR设备生产商的首选。2018年以后，Fast-LCD技术的出现让LCD逐渐成为主流选择。自2022年起，显示方案进一步迭代，行业龙头开始使用带有Mini LED背光的Fast LCD显示面板，或者使用硅基OLED (OLEDoS)，来提升显示性能，如苹果MR将使用Micro OLED显示方案，Quest Pro使用Mini LED背光的Fast LCD显示面板。苹果 MR 的 Micro OLED 屏幕将由索尼提供，其他厂商亦在积极扩建 Micro OLED 产能。三星 Micro OLED 产线预计24年量产，且计划于25 年进一步扩产：LG 正与 Meta、海力士合作开发 Micro OLED 面板，计划用于 Meta XR 产品；Kopin 在国内的两条新建产线将于25年起陆续投产。京东方二期产线预计 24年1月建成，年设计产能 523 万片；TCL 子公司华星光电8英寸产线在建，投产后每年可供应 624万台XR 设备；清越科技将使用 PO 募投资金扩建 Micro OLED 产能。随着 2024 年起各大厂商 Micro OLED 新建产能逐步落地，Micro OLED 成本有望逐步下探。此外，在交互上，分析师指出，苹果MR头显很有可能使用眼动交互或手部交互。苹果MR头显会有通过外部摄像头追踪手部定位，以及通过内部传限器读取眼睛的相关数据。用户可以通过眼动交互来选择某个技钮、应用程序或者是列表项目，然后通过拇指和食指捏在一起的动作激活某个特定的任务。目前，苹果已经有至少3项专利涉及到眼动追踪技术，如通过3颗眼动摄像头完成眼动分析、如何处理眼动追踪中的数据过滤等。同时，苹果也有多项专利探索智能戒指、手指传感器、裸手交互等方向。同样定位生产力工具，苹果MR和目前市场上的Meta Quest pro有和异同？分析师认为，苹果头显在软件上和苹果生态融合更加紧密，甚至可能实现“浮空打字”这样如同科幻电影场景的炫酷功能。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}