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- 俊扬俊扬
  ·2021-07-01
  哇
  叮咚买菜第二日股价逆袭，一小时内两次“涨停”
  在经历过首日下跌且一度破发之后，叮咚买菜美股挂牌第二日成功“逆袭”，开盘后市值一度超过100亿美元，更因上涨过快而在一小时内两次触发临时停牌，不过在暴涨近95%之后便出现了上下震荡。在经历过首日下跌
  叮咚买菜第二日股价逆袭，一小时内两次“涨停”
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- 俊扬俊扬
  ·2021-06-21
  Good and sweet.
  The bull market will get a $500 billion cash injection in the second half, Goldman says
  American families and professional money managers will drive demand for stocks for the remainder of
  The bull market will get a $500 billion cash injection in the second half, Goldman says
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- 俊扬俊扬
  ·2021-06-21
  Growth
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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叮咚买菜第二日股价逆袭，一小时内两次“涨停” \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 23:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3634275><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历过首日下跌且一度破发之后，叮咚买菜美股挂牌第二日成功“逆袭”，开盘后市值一度超过100亿美元，更因上涨过快而在一小时内两次触发临时停牌，不过在暴涨近95%之后便出现了上下震荡。\n在经历过首日下跌且一度破发之后，叮咚买菜美股挂牌第二日股价“逆袭”，开盘后市值一度超过100亿美元，更因上涨过快而在一小时内两次触发临时停牌，不过在暴涨近95%之后便出现了上下震荡。\n\n事实上，在昨天的交易当中，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634275\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bdbf77f2a44d0a051afa32e60a46fbf","relate_stocks":{"DDL":"叮咚买菜"},"source_url":"https://wallstreetcn.com/articles/3634275","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1167790451","content_text":"在经历过首日下跌且一度破发之后，叮咚买菜美股挂牌第二日成功“逆袭”，开盘后市值一度超过100亿美元，更因上涨过快而在一小时内两次触发临时停牌，不过在暴涨近95%之后便出现了上下震荡。\n在经历过首日下跌且一度破发之后，叮咚买菜美股挂牌第二日股价“逆袭”，开盘后市值一度超过100亿美元，更因上涨过快而在一小时内两次触发临时停牌，不过在暴涨近95%之后便出现了上下震荡。\n\n事实上，在昨天的交易当中，叮咚买菜虽然高开逾19%，盘中更大涨28%，但日内低位22.70美元也位于破发区间，收盘时的股价仅比发行价23.50美元高了2美分。\n根据华尔街见闻的文章，叮咚买菜23.50美元的IPO发行价位于此前的指导区间（23.50~25.50美元）底端，而这也使此次IPO的筹资额仅为8690万美元，使得其筹资目标缩减超70%。在此之前，该公司一度想要筹资3.57亿美元，并计划发行1400万股ADS。\n上市前夕宣布猛砍70%筹资目标后，叮咚买菜创始人兼CEO梁昌霖曾对媒体表示，公司从二级市场拿钱不是那么迫切，D和D+轮融了10.3亿美元，现金流充裕，“上市目的并不是圈钱”。\n在业内人士看来，叮咚买菜此次缩减募资规模有很大可能与每日优鲜上市后股价下跌，市场反应不佳有关。三周前的6月9日，每日优鲜与叮咚买菜几乎同时向美国证券交易委员会SEC提交上市申请文件。但抢跑一步在纳斯达克上市的每日优鲜IPO首日盘中一度跌逾36%，当日收跌25.69%，上市第二日（6月28日）报收8.84美元，较发行价13美元深跌32%。\n每日优鲜在本次IPO中总计发行2100万股（绿鞋行使后为2415万股）ADS，发行价为每ADS 13美元，位于定价区间13-16美元的下限。按发行价计算的募资额约3亿美元，IPO市值32亿美元。中金、腾讯、美国长线基金Davis等老股东均表示意向认购，合计9000万美元。\n财务数据方面，根据叮咚买菜招股书披露的财务数据，2019年和2020年的营收分别为38.801亿元和113.358亿元，净亏损分别为18.734亿元和31.769亿元。今年一季度净亏损13.847亿元，较上年同期的亏损额2.445亿元猛增逾5倍。\n不过，叮咚买菜的GMV（商品交易总额）从2018年的7.417亿元暴增至2020年的130.3亿元，年复合增长319.2%，2020年公司营业收入113.36亿元，是2019年的近3倍。同时，叮咚买菜的净亏损率也在持续收窄，从2019年的48.3%降至2020年的28.0%。\n业务模式方面，华尔街见闻另一篇文章提到，叮咚买菜坚持做自营生鲜电商，要打造中国一站式的生鲜日用品供应商；每日优鲜除了ToC端的生鲜电商业务，还开拓了B端业务智慧菜场、零售云业务。基于不同的发展路径，过去几年，叮咚买菜在GMV、营收、增速等纬度上，数据均大幅超越每日优鲜。但因为履约成本高，两家依然未能盈利，最近几年都是持续亏损。\n东吴证券首席分析师吴劲草认为，前置仓模式厂商的亏损或仍将持续一段时间，同处这一赛道的两家业内佼佼者——每日优鲜和叮咚买菜在去年疫情期间曾一度收窄亏损，但随着疫苗普及和疫情受控，居民生活回归正常后，两家公司亏损又有所扩大。毕竟生鲜电商距离做到盈亏平衡仍是存在不小的差距，若无法从根本上改善经营亏损，未来或需不断寻求融资。\n而在未来盈利方面，全天候科技此前曾撰文指出，叮咚买菜究竟何时才能盈利？创始人梁昌霖曾公布过一个模型：经营一年以上、日均单量1000左右、客单价达到65元的前置仓，才能实现盈利。而从目前平台公布的数据看，距离此盈利线仍有一段距离。","news_type":1},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120091496,"gmtCreate":1624287169815,"gmtModify":1634008341887,"author":{"id":"4087215787192970","authorId":"4087215787192970","name":"俊扬","avatar":"https://static.tigerbbs.com/7f06d00be5d4692f61e95cef30364e73","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087215787192970","authorIdStr":"4087215787192970"},"themes":[],"htmlText":"Good and sweet.&nbsp;","listText":"Good and sweet.&nbsp;","text":"Good and sweet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120091496","repostId":"1132324443","repostType":4,"repost":{"id":"1132324443","kind":"news","pubTimestamp":1624286258,"share":"https://www.laohu8.com/m/news/1132324443?lang=&edition=full","pubTime":"2021-06-21 22:37","market":"us","language":"en","title":"The bull market will get a $500 billion cash injection in the second half, Goldman says","url":"https://stock-news.laohu8.com/highlight/detail?id=1132324443","media":"cnbc","summary":"American families and professional money managers will drive demand for stocks for the remainder of ","content":"<div>\n<p>American families and professional money managers will drive demand for stocks for the remainder of 2021, plowing $500 billion of cash flows into equities through year’s end, according to Goldman ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/bull-market-will-get-500-billion-infusion-in-second-half-goldman.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>The bull market will get a $500 billion cash injection in the second half, Goldman says</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\">\nThe bull market will get a $500 billion cash injection in the second half, Goldman says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 22:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/21/bull-market-will-get-500-billion-infusion-in-second-half-goldman.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>American families and professional money managers will drive demand for stocks for the remainder of 2021, plowing $500 billion of cash flows into equities through year’s end, according to Goldman ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/bull-market-will-get-500-billion-infusion-in-second-half-goldman.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.cnbc.com/2021/06/21/bull-market-will-get-500-billion-infusion-in-second-half-goldman.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1132324443","content_text":"American families and professional money managers will drive demand for stocks for the remainder of 2021, plowing $500 billion of cash flows into equities through year’s end, according to Goldman Sachs.\nThe bank told its clients that it expects U.S. households and corporations to continue to add to their stock portfolios in the back half of 2021 amid a buildup of cash in money market funds, anemic credit yields and a rebound in retail trading.\n“We estimate that households currently allocate 44% of their assets to equities, slightly below the all-time high allocation of 46% in 2000. But high cash balances and continued retail participation in equity markets should bolster household equity demand,” Goldman Chief U.S. Equity Strategist David Kostin wrote in a note published Friday.\nSpecifically, Goldman raised its forecast for 2021 household net equity buying to $400 billion from $350 billion. Kostin noted that U.S. equity inflows are on pace for their strongest first half of a calendar year since at least 2007.\nCorporations should comprise the largest source of equity demand for the remainder of 2021, Goldman said, as stock buybacks accelerate and equity issuance slows from peak levels in the first quarter.\nWhile choppy in recent weeks, the U.S. stock market is off to a strong 2021 with almost half the year complete. The S&P 500 is up more than 11% since January, while the Dow Jones Industrial Average and Nasdaq Composite are up 9.7% and 8.6%, respectively.\nThose gains, already in excess of the average calendar year’s return, came as investors pivoted back into stocks sensitive to the broader economy and so-called reopening trades as the worst of the Covid-19 pandemic came to an end in the U.S. Further,lower bond yieldshave recently helped fuelrenewed interest in growth stocks, including tech names.\nThe Energy Select Sector SPDR Fund is up about 39% year to date as a rebound in demand for travel, and oil, sent crude prices back toward pre-pandemic highs.\nWhile Kostin did not issue any sector-specific recommendations in his note, he did tick off a number of factors that he says support his overarching bullish hypothesis.\nHe first cited a record $5.5 trillion of cash sitting on the financial “sidelines,” waiting to be deployed by fund managers. With the Federal Reserve unlikely to adjust the federal funds rate until late 2023, he argued, there’s little incentive to hold cash in the near term.\nGoldman also categorized current credit conditions as “unattractive,” with the bank’s rates strategists forecasting the rate on the 10-year Treasury note to climb about 45 basis points to 1.9% by year’s end.\nLast, Kostin said he expects a meaningful return of retail traders after a lull in the spring.\nIndividual traders sparked a spike in call option volumes in January and February, fueled in part by excess savings and federal stimulus checks. While some of that trading — in names likeGameStopandAMC Entertainment— drew concerns of mania, it underscored the power retail investors wield in the financial markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167215666,"gmtCreate":1624270255955,"gmtModify":1634008634717,"author":{"id":"4087215787192970","authorId":"4087215787192970","name":"俊扬","avatar":"https://static.tigerbbs.com/7f06d00be5d4692f61e95cef30364e73","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087215787192970","authorIdStr":"4087215787192970"},"themes":[],"htmlText":"Growth","listText":"Growth","text":"Growth","images":[{"img":"https://static.tigerbbs.com/f9df389d81d75139a5d2c4c712c48bb8","width":"1080","height":"2492"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167215666","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}