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01-17

[Miser] [Miser] [Miser] [Miser] [Miser]

01-17

$Taiwan Semiconductor Manufacturing(TSM)$

01-16

$Tiger Brokers(TIGR)$ [OMG] [OMG] [OMG] [OMG] [OMG]

01-16

😆[Grin] [Grin] [Grin] [Grin]

01-16

[Miser] [Miser] [Miser] [Miser] [Miser]

01-16

$Taiwan Semiconductor Manufacturing(TSM)$

01-15

[Miser] [Miser] [Miser] [Miser] [Miser]

01-03

[Miser] [Miser] [Miser] [Miser] [Miser]

01-03

[Miser] [Miser] [Miser] [Miser] [Miser]

2024-12-28

[Miser] [Miser] [Miser] [Miser] [Miser]

2024-12-25

Great article, would you like to share it?

@Kittyzai:[Miser] [Miser] [Miser] [Miser] [Miser]

2024-12-25

[Miser] [Miser] [Miser] [Miser] [Miser]

2024-12-24

[Surprised] [Surprised] [Surprised] [Surprised] [Surprised]

2024-12-03

$Alibaba(BABA)$ boleh tak

2024-10-11

$NVIDIA Corp(NVDA)$

2023-06-01

$Tesla Motors(TSLA)$

2023-04-15

$Tesla Motors(TSLA)$

2023-02-08

$SPDR S&P 500 ETF Trust(SPY)$ 1000

2023-02-01

$SPDR S&P 500 ETF Trust(SPY)$

2022-12-04

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Max将到中国接受认证测试\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-04 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三盘中，<a href=\"https://laohu8.com/S/BA\">波音</a>直线拉升， 抹去日内跌幅。消息面上，波音一架737 Max客机即将启程前往中国接受认证测试。</p>\n<p><img src=\"https://static.tigerbbs.com/295b33f8b1062f660ebe38937b8dc87d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02346726093e06d899a1879905b1c340","relate_stocks":{"BA":"波音"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167639340","content_text":"周三盘中，波音直线拉升， 抹去日内跌幅。消息面上，波音一架737 Max客机即将启程前往中国接受认证测试。","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945265527,"gmtCreate":1681488406569,"gmtModify":1681488408323,"author":{"id":"3581075786142701","authorId":"3581075786142701","name":"Kittyzai","avatar":"https://community-static.tradeup.com/news/da027903f8fb92f9af1f570807bb5f35","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581075786142701","authorIdStr":"3581075786142701"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945265527","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176681507,"gmtCreate":1626880051909,"gmtModify":1703479902653,"author":{"id":"3581075786142701","authorId":"3581075786142701","name":"Kittyzai","avatar":"https://community-static.tradeup.com/news/da027903f8fb92f9af1f570807bb5f35","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581075786142701","authorIdStr":"3581075786142701"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176681507","repostId":"2153264615","repostType":4,"repost":{"id":"2153264615","kind":"news","pubTimestamp":1626879601,"share":"https://ttm.financial/m/news/2153264615?lang=&edition=fundamental","pubTime":"2021-07-21 23:00","market":"us","language":"zh","title":"营收增速下滑、用户增长难，陌陌入局“种草”生意自救？","url":"https://stock-news.laohu8.com/highlight/detail?id=2153264615","media":"AI财经社","summary":"日前据媒体报道，陌陌将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正","content":"<p>日前据媒体报道，<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正面回应。</p>\n<p>有分析称，针对陌生人社交方面，陌陌陷入营收和用户方面的增长瓶颈，公司试图探索上线新产品以寻求突破。</p>\n<p>流量焦虑</p>\n<p>陌陌诞生于2011年，2014年12月在美国纳斯达克挂牌上市，上市首日股价报收于17.02美元，较发行价大涨26.07%，公司市值达31.74亿美元，其创始人、CEO唐岩当时作为陌陌最大股东，身家超过8亿美元。</p>\n<p>上市后，2015-2017年是陌陌发展的黄金时期，到了2018年，其股价一度最高点超过50美元，总市值达百亿美元规模，但之后其营收增速就开始了持续下滑。自2018年第一季度以来，陌陌收入增速连续10个季度持续降低。</p>\n<p>2020年，陌陌全年营收为150.24亿元，同比下降11.7%；净利润为21.04亿元，同比下滑了29.2%。</p>\n<p>营收、净利双降的同时，陌陌月活表现同样不佳。其2018年、2019年、2020年月活用户分别为1.133亿、1.145亿和1.138亿，基本没有增长。今年6月陌陌发布的2021年第一季度财报显示，在2021年3月，陌陌的主APP月度活跃用户增长到1.153亿，但增长幅度仍然较小。而这对于一个社交软件来说，是致命问题。</p>\n<p><img src=\"https://static.tigerbbs.com/ad7e74d5f2908b124e1cbd3d8e99341f\" tg-width=\"688\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在盈利方面，上市之初陌陌的收入主要由三部分组成：用户会员费、游戏收入及其他类(包含付费表情、移动营销等)。2015年第四季度，陌陌引入直播业务，此后该业务成为陌陌最主要的营收来源。但随着<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、快手以及oul等应用崛起对主播的争夺，它的直播业务也逐渐“撑不住了”。</p>\n<p>2020年第一季度，陌陌的直播服务营收23.32亿元，同比下降13%，陌陌将此解释为疫情影响下导致顶部用户付费意愿降低。但在2021年第一季度，其直播收入继续下滑了16%至19.62亿元。</p>\n<p>值得一提的是，另外一家在2016年上线的社交软件Soul，已于2021年5月申请赴美上市，估值高达20亿美元。但在6月23日上市前一天，其突然宣布暂停IPO。</p>\n<p>Soul主打“灵魂社交”，曾号称要成为“社交元宇宙第一股”。从其招股书来看，2019年、2020年、2021年第一季度，Soul分别录得净亏损2.995亿元、4.88亿元、3.83亿元，同期月活用户数分别为1150万、2080万、3320万。报告期内，Soul的广告费用支出却达到1.97亿元、6亿元和4.6亿元。Soul的用户增长是砸入巨额的广告费用换来的。</p>\n<p>但由此也可见，不仅是陌陌，国内的社交软件已均在面临盈利和用户增长困境。打造新产品，寻找第二增长曲线，成为它们的必然选择。</p>\n<p><img src=\"https://static.tigerbbs.com/1a08f5f91648dd332ad73f536550a98d\" tg-width=\"2500\" tg-height=\"1662\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>大厂争相“种草”</p>\n<p>根据媒体报道，有消息人士表示，树莓APP准备向小红书靠拢。</p>\n<p>据AI财经社了解，“种草”业务实际上已成为不少互联网大厂布局的对象。</p>\n<p>2019年5月，<a href=\"https://laohu8.com/S/ZH\">知乎</a>悄悄上线了一款产品“CHAO社区”，其向用户发送的申请邮件中，称“这是一个潮流的男生种草社区，有一些CHAO会玩的男生，有男生最爱的潮流穿搭、火爆球鞋、玩乐兴趣和黑科技产品”。</p>\n<p>后来，该APP更新为潮流玩具社区，其介绍也从“为男性用户推荐好物，并提供关于潮流单品”转变为“这是一个男生女生都能玩得转的玩具大世界”。</p>\n<p>2020年2月，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>APP上线“拼小圈”，用户可以在上面分享自己的购物记录，供其他用户点赞和评论。拼多多官方称，该功能“让消费者了解商品真实评价信息，解决信任问题并为消费者的购买决策做参考”。这样一来，用户可以根据好友的购买感受来做种草和拔草决策。</p>\n<p>2021年5月，阿里上线“吃货笔记”，定位美食种草类产品，内容形式包含图文、短视频等。</p>\n<p>据<a href=\"https://laohu8.com/S/600030\">中信证券</a>报告，与流量营销模式不同，能够带给观众直观且真实体验的“种草”模式营销普遍更受到Z世代的欢迎。但目前以上三家的产品水花目前都还不大。而回顾国内明星种草公司小红书，不仅流量变现困难重重，虚假笔记、涉黄等负面新闻不断，最近更是传出由于监管加强而放弃赴美上市计划。</p>\n<p>陌陌等纷纷做起“种草”生意，其背后的流量焦虑可以理解，但未来可能并不如它们想象般美好。</p>\n<p><img src=\"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103\" tg-width=\"2500\" tg-height=\"1667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"tencent","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>营收增速下滑、用户增长难，陌陌入局“种草”生意自救？</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; 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class=\"title\">\n营收增速下滑、用户增长难，陌陌入局“种草”生意自救？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 23:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072121052379d5f905&s=b><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前据媒体报道，陌陌将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正面回应。\n有分析称，针对陌生人社交方面，陌陌陷入营收和用户方面的增长瓶颈，公司试图探索上线新产品以寻求突破。\n流量焦虑\n陌陌诞生于2011年，2014年12月在美国纳斯达克挂牌上市，上市首日股价报收于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072121052379d5f905&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103","relate_stocks":{"MOMO":"挚文集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072121052379d5f905&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153264615","content_text":"日前据媒体报道，陌陌将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正面回应。\n有分析称，针对陌生人社交方面，陌陌陷入营收和用户方面的增长瓶颈，公司试图探索上线新产品以寻求突破。\n流量焦虑\n陌陌诞生于2011年，2014年12月在美国纳斯达克挂牌上市，上市首日股价报收于17.02美元，较发行价大涨26.07%，公司市值达31.74亿美元，其创始人、CEO唐岩当时作为陌陌最大股东，身家超过8亿美元。\n上市后，2015-2017年是陌陌发展的黄金时期，到了2018年，其股价一度最高点超过50美元，总市值达百亿美元规模，但之后其营收增速就开始了持续下滑。自2018年第一季度以来，陌陌收入增速连续10个季度持续降低。\n2020年，陌陌全年营收为150.24亿元，同比下降11.7%；净利润为21.04亿元，同比下滑了29.2%。\n营收、净利双降的同时，陌陌月活表现同样不佳。其2018年、2019年、2020年月活用户分别为1.133亿、1.145亿和1.138亿，基本没有增长。今年6月陌陌发布的2021年第一季度财报显示，在2021年3月，陌陌的主APP月度活跃用户增长到1.153亿，但增长幅度仍然较小。而这对于一个社交软件来说，是致命问题。\n\n在盈利方面，上市之初陌陌的收入主要由三部分组成：用户会员费、游戏收入及其他类(包含付费表情、移动营销等)。2015年第四季度，陌陌引入直播业务，此后该业务成为陌陌最主要的营收来源。但随着抖音、快手以及oul等应用崛起对主播的争夺，它的直播业务也逐渐“撑不住了”。\n2020年第一季度，陌陌的直播服务营收23.32亿元，同比下降13%，陌陌将此解释为疫情影响下导致顶部用户付费意愿降低。但在2021年第一季度，其直播收入继续下滑了16%至19.62亿元。\n值得一提的是，另外一家在2016年上线的社交软件Soul，已于2021年5月申请赴美上市，估值高达20亿美元。但在6月23日上市前一天，其突然宣布暂停IPO。\nSoul主打“灵魂社交”，曾号称要成为“社交元宇宙第一股”。从其招股书来看，2019年、2020年、2021年第一季度，Soul分别录得净亏损2.995亿元、4.88亿元、3.83亿元，同期月活用户数分别为1150万、2080万、3320万。报告期内，Soul的广告费用支出却达到1.97亿元、6亿元和4.6亿元。Soul的用户增长是砸入巨额的广告费用换来的。\n但由此也可见，不仅是陌陌，国内的社交软件已均在面临盈利和用户增长困境。打造新产品，寻找第二增长曲线，成为它们的必然选择。\n\n大厂争相“种草”\n根据媒体报道，有消息人士表示，树莓APP准备向小红书靠拢。\n据AI财经社了解，“种草”业务实际上已成为不少互联网大厂布局的对象。\n2019年5月，知乎悄悄上线了一款产品“CHAO社区”，其向用户发送的申请邮件中，称“这是一个潮流的男生种草社区，有一些CHAO会玩的男生，有男生最爱的潮流穿搭、火爆球鞋、玩乐兴趣和黑科技产品”。\n后来，该APP更新为潮流玩具社区，其介绍也从“为男性用户推荐好物，并提供关于潮流单品”转变为“这是一个男生女生都能玩得转的玩具大世界”。\n2020年2月，拼多多APP上线“拼小圈”，用户可以在上面分享自己的购物记录，供其他用户点赞和评论。拼多多官方称，该功能“让消费者了解商品真实评价信息，解决信任问题并为消费者的购买决策做参考”。这样一来，用户可以根据好友的购买感受来做种草和拔草决策。\n2021年5月，阿里上线“吃货笔记”，定位美食种草类产品，内容形式包含图文、短视频等。\n据中信证券报告，与流量营销模式不同，能够带给观众直观且真实体验的“种草”模式营销普遍更受到Z世代的欢迎。但目前以上三家的产品水花目前都还不大。而回顾国内明星种草公司小红书，不仅流量变现困难重重，虚假笔记、涉黄等负面新闻不断，最近更是传出由于监管加强而放弃赴美上市计划。\n陌陌等纷纷做起“种草”生意，其背后的流量焦虑可以理解，但未来可能并不如它们想象般美好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393225443946936,"gmtCreate":1737040512513,"gmtModify":1737040516163,"author":{"id":"3581075786142701","authorId":"3581075786142701","name":"Kittyzai","avatar":"https://community-static.tradeup.com/news/da027903f8fb92f9af1f570807bb5f35","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581075786142701","authorIdStr":"3581075786142701"},"themes":[],"htmlText":"[Miser]&nbsp; 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Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. 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Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your 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10:47","market":"us","language":"zh","title":"陌陌改名，一头雾水","url":"https://stock-news.laohu8.com/highlight/detail?id=2158166484","media":"格隆汇","summary":"要和过去“道别”，陌陌还需要先找到未来的落点。","content":"<p><b>从“MoMo Inc.”到“Hello Group Inc.”，<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>突然改名了。改了名称的陌陌，还是过去那个陌陌吗？</b></p>\n<p><img src=\"https://static.tigerbbs.com/0bbf492cef96c12ace08b2fd9b3011e2\" tg-width=\"1080\" tg-height=\"748\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>8月2日，交友软件“陌陌App”突然宣布公司改名，法定名称从“MoMo Inc.”更改为“Hello Group Inc.”，并于即日生效。</p>\n<p>在社交媒体上，无数一头雾水的网友震惊发问：“那<a href=\"https://laohu8.com/S/HELO\">哈啰出行</a>（Hello Inc.）怎么办？”</p>\n<p>对于改名的原因，陌陌官方称，陌陌这个名字已经不能覆盖陌陌的现在整体业务（包含陌陌、探探、陌陌影业和音乐、综艺等业务），所以有必要更改集团的名称。</p>\n<p>值得注意的是，改名之前，陌陌营收增长已陷入疲态，在2020年出现营收、净利润双降。现在更名，多少会给外界一种陌陌想借此“改命”的感觉。</p>\n<p>陌陌马上十岁了。2011年，唐岩推出陌陌，借着移动互联网的东风和基于地理位置的陌生人社交功能，迅速俘获大批年轻用户，用了三年时间，陌陌成功在纳斯达克上市，月活用户达到近7000万。上市首日，陌陌股价大涨26%，35岁的唐岩当时身价超过8亿美金。</p>\n<p>但多年过去，陌陌已经老了。虽然公司业务线众多，但外界对它的印象却始终停留在“约炮神器”上，这也使它成为中概股最受争议的公司之一。</p>\n<p>资深互联网观察家丁道师告诉记者，改名是陌陌“早该做的事情”。他认为，多年前开始做直播时，陌陌的业务就已经不再局限于陌生人社交。且近几年随着法律法规的逐步完善，用户实名制注册普遍施行的情况下，“陌生人”社交赛道也更像一个“伪命题”。在这种背景下，公司还保持“陌陌”这个名字显然已经不太合适。</p>\n<p>同时，如何抹掉“软色情”的标签，也是陌陌一直想做的事情。但是，改名后的陌陌就真的能和它赚钱的“灰色地带”告别吗？陌陌想要与过去“割席”，喊出一声“Hello”后，下一步怎么走它想好了吗？</p>\n<h3>谁还在用陌陌？</h3>\n<p>在陌陌的对外介绍里，它区别于QQ、微信等社交软件的特色功能在于，用户可以根据LBS搜寻和定位身边的陌生人和群组，快捷地建立联系，节省沟通的距离成本。打个比方来讲，就是假设你住在一家酒店的301号房间里，那么你可以通过陌陌搜索到隔壁302房间的人并开启亲密聊天。</p>\n<p>聊天对象不是远在天边的人，而是近在咫尺。这一点无疑对荷尔蒙旺盛、渴望认识异性的年轻人具有强大的吸引力。</p>\n<p>陌陌在2011年问世三个月后，其iOS版用户就突破了30万；随后，它“约炮神器”的声名就在<a href=\"https://laohu8.com/S/WB\">微博</a>等社交平台传开。到了2012年，陌陌的安卓和iOS版总用户突破1000万；同年陌陌完成了B轮融资，估值约1亿美元。</p>\n<p>在陌陌创立的初期，<a href=\"https://laohu8.com/S/00700\">腾讯</a>的微信还羽翼未丰，移动互联网正开始以前所未有的速度发展，无数新用户被陌陌主打的“陌生人社交”的新鲜感所吸引，并为其带来的巨大的流量红利。</p>\n<p>2014年，成立仅三年的陌陌在纳斯达克上市，月度活跃用户已接近7000万；2018年，陌陌的月活用户达到1.133亿，突破1亿大关，公司市值也突破百亿美金。</p>\n<p>但陌陌创始人唐岩估计也没想到，在2018年之后，陌陌的用户增长就呈现止步态势。2019年、2020年和2021年第一季度，陌陌的月活用户分别为1.145亿、1.138亿、1.153亿，2020年同比增长率甚至一度为负值。</p>\n<p>不仅如此，自2018年一季度以来，陌陌收入增速连续10个季度下降。</p>\n<p>陌陌不是没有注意到这些。2018年，唐岩及时出手用超过7亿美元的高价，收购了另外一家陌生人交友软件探探。收购探探时，陌陌账上的现金、现金等价物和定期存款等一共也不过9亿美元，高价收购探探足以称得上是大手笔。</p>\n<p><img src=\"https://static.tigerbbs.com/8ac31104be3d0271e9e0fc6c69a672a3\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>但陌陌作为陌生人社交，已经步入了“中年危机”。在社交平台上，有用户开玩笑地吐槽说：“在陌陌上找到的都是老阿姨。”它急需新鲜血液的补入。</p>\n<p>收购前，探探的月活跃用户已超过2000万人。根据一份当年<a href=\"https://laohu8.com/S/601198\">东兴证券</a>发布的研报，探探女性用户占比60%左右，约75%为90后；而陌陌则男性用户占比超过70%，年龄普遍在30-40岁之间。两者合并后，也可在流量上形成互补。</p>\n<p>当时唐岩还曾表示，“通过此次收购我们的产品线将得到进一步丰富”。言下之意，陌陌通过收购将更强化其在陌生人社交领域的领头位置，并且通过探探主打社交，陌陌可以腾出手在更多产品上进行探索。收购探探消息传出后，陌陌当日股价上涨了17%。</p>\n<p>从营收上来看，探探不负期望，刚“进门”就为陌陌的业绩增长作出了贡献。2018年第二季度，陌陌收购探探后拿出的第一份财报显示，陌陌增值业务营收同比增长高达124%，其中一个重要原因就是将探探6月份的数据合并进了报表；截至该季度，陌陌平台增值服务付费用户数为530万，而探探6月付费用户数310万，二者加起来840万，其中探探贡献了近40%。在收购探探之后的两年时间里，陌陌的增值服务收入持续保持了3位数的增长。</p>\n<p>然而，从另外一个角度来看，探探对于陌陌整体月活用户的增长贡献并不大。在收购探探前，连续三个季度陌陌月活同比增速均在22%，但收购后月活同比增速并未提高，反而持续放缓。</p>\n<p>探探的付费用户和增值服务超常增长，是以活跃用户的下降作为代价的。在其用户的反馈中，垃圾用户和信息的不断增加极大地伤害了使用体验。2019年4月，探探还曾因“涉嫌传播淫秽色情等违法违规信息”被部分应用商店下架，这直接导致陌陌当日股价大跌超过11%。</p>\n<p>探探之于陌陌，是一针“短效强心剂”。但在陌生人社交上，陌陌已经“老矣”。</p>\n<p>艾媒咨询首席分析师张毅曾对记者分析称，艾媒咨询在抽样调查中发现，超90%的受访者手机内并未安装陌陌App，但从应用市场<a href=\"https://laohu8.com/S/DWCH\">数据观察</a>，陌陌App的下载数据却是非常高的，“这种现象通常说明用户只在使用时安装，不使用时会迅速卸载，下次再重新安装。”</p>\n<p>因此他认为，“无论是陌陌还是探探，擦边球在初期会起到刺激作用，但长此以往，在商业模式上恐怕不健康。”</p>\n<p>到了2020年，陌陌净营收达到150.24亿元，同比下降11.7%；净利润为21.04亿元，同比下滑29.2%。2020年11月，陌陌总裁兼首席运营官王力正式接替唐岩担任CEO，唐岩则继续担任集团董事局主席。</p>\n<h3>陌陌“变味”，撕不下的“情色”标签</h3>\n<p>除收购探探之外，陌陌也急于向资本市场讲一个“陌生人社交”之外的故事。</p>\n<p>陌陌在上市前就曾试图通过广告变现失败。之后，它又组建团队加大对自研游戏的投入，相继推出了《陌陌泡泡兔》、《陌陌劲舞团》、《陌陌争霸》、《陌陌捕鱼》、《数码宝贝：相遇》等手游，在上市前，该业务占其总收入的比重一度高达32%。</p>\n<p>但到了2019年第二季度，陌陌移动游戏业务的营收就下跌到仅为2320万元，占总营收比例仅为0.5%。</p>\n<p>直播风口挽救了陌陌的营收。2016年，“千播大战”兴起，以<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>为首，数以千计的直播平台涌现，带动产生了千亿元级的消费市场。陌陌也急忙转型直播业务，直播迅速替代了增值服务，成为陌陌的营收大头，2016-2019年，直播业务占陌陌营收的比例分别为79%、85%、77%、73%。</p>\n<p>陌陌逐渐“变味”。它从原来的社交平台，变得越来越偏向直播平台属性，但在直播行业头部平台的挤压下，陌陌因何能够从中分一杯羹？这其中，包含着陌陌的“秘密”。</p>\n<p>在2015年，陌陌就因传播淫秽色情信息被处以6万元罚款，陌陌当时表示对处罚非常重视，全面整改，关闭了带有淫秽色情信息的群组。</p>\n<p>但对于陌陌的直播业务而言，它走的也是相似的套路——主打“性感美女”秀场，盈利主要靠观众打赏。</p>\n<p>陌陌游走于这块“灰色”地带，这也给它带来了持续盈利。但同时，这也给陌陌带来了难以摘下的“情色”标签，以及监管风险。</p>\n<p>有网友在体验过多个直播平台后总结称：“陌陌里部分女主播穿着暴露，影响很不好。且现在各个直播平台都不再允许搭讪，唯独陌陌直播平台还允许，向平台举报也没有用。”</p>\n<p>2017年，全国“扫黄打非”办公室部署“净网2017”严打行动。有网友爆料称，陌陌等直播平台仍充斥诸多涉黄内容，秀腿、抖胸、跳艳舞等低俗动作是女主播的常态；还有女主播在个人简介里明确注明三围数字，甚至当观众为其刷够足够“星光”时还可以表演换衣服。</p>\n<p>从2016年至2020年，陌陌直播平台多次遭受“涉黄”处罚，一批主播被永久封禁。陌陌对此多次回应称要整改，却也未见多大改善。南都大数据研究院曾对陌陌、斗鱼直播、花椒直播、虎牙直播等15家直播平台的举报反馈做调查，其中显示，陌陌在用户举报信息成功提交后，会提示平台“将在2小时内进行处理”，但用户一直收不到进一步的反馈。</p>\n<p>在2020年，有媒体曝光有用户在陌陌上“明码标价”招嫖，引起了社会热议，一度将陌陌推上舆论的风口浪尖。</p>\n<p>“2020年对于我们是艰难的一年。”陌陌CEO王力在年度财报中承认。这一年，陌陌营收出现上市8年以来首次负增长，更致命的是，作为营收主力的直播业务占比下降至64%。</p>\n<p>监管趋严，大浪淘沙出来的直播平台生存艰难，这对于靠“土豪”打赏的秀场直播平台来说冲击尤其巨大。广电总局对用户每次、每日、每月最高打赏金额都进行了限制，且规定未成年人不能打赏。这些规定无疑也都令陌陌直播收入骤减。</p>\n<p>2021年陌陌一季报显示，第一季度公司营收为 34.706 亿元，与去年相比同比下滑了3.4%；一季度净利润为 4.617 亿元，与去年相比同比下滑15%；直播服务营收19.62亿元，同比下滑15.9%至56.53%。</p>\n<p>显然，靠直播续命的陌陌急需寻求新的增长点。</p>\n<h3>更名的背后，迷茫的陌陌</h3>\n<p>陌陌更名之前，已经试图向泛娱乐、泛社交方面拓展边界。</p>\n<p>陌陌至今为止推出的覆盖各场景的App层出不穷。其中包括相机社交App“对眼”、摄影匹配软件“MEET”、高清短视频拍摄应用“哈你”、仿妆App“芒西”、颜探社区产品“哇偶”、专注熟人社交的“咔咔”、新一代在线交友App“陌多多”、扫脸换脸应用“是他”、AI换脸软件“ZAO”、连接真朋友的“Cue”、声音交友软件“<a href=\"https://laohu8.com/S/HTZ\">赫兹</a>”等，不下十余款。</p>\n<p>其中只有ZAO曾经红极一时。2019年8月30日，视频变脸软件ZAO横空出世，它以AI换脸为主打功能，用户只需上传一张正脸照，就能通过非常逼真地出演经典影视作品片段，不费吹灰之力化身明星偶像，这种感觉不要太爽。</p>\n<p><img src=\"https://static.tigerbbs.com/d147f251923772e755d61d181d359924\" tg-width=\"611\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一时间，朋友圈被ZAO刷屏，应用短暂冲进<a href=\"https://laohu8.com/S/AAPL\">苹果</a>商店免费总榜单、免费应用、免费娱乐各榜单第一名。</p>\n<p>事后据了解，该产品正是由陌陌的王力团队孵化。但“不幸”的是，ZAO只火了三天，其分享链接就因“网页存在安全风险，被多人投诉”而被微信禁止访问。针对ZAO的AI换脸带来的用户隐私协议不规范、存在数据泄露风险等问题，陌陌也被相关部门约谈。</p>\n<p>收购探探之后，陌陌和探探还曾有过进军婚恋市场的计划，推出了对对、牵手恋爱两个主打婚恋交友的业务，但如今已没了声音。2021年6月，陌陌还参股成立餐饮公司迷吃吃，引发了外界关于“陌陌要跨界餐饮业”的猜测。</p>\n<p>最新消息还显示，陌陌将于近期推出一款年轻人分享社区的产品“树莓”APP。据悉，从产品图片上看，树莓类似于小红书，用户可以在上面创作笔记，与同城用户互动分享。对此，《财经天下》周刊询问陌陌方面，未获正面回应。</p>\n<p>丁道师认为，不仅是陌陌，像<a href=\"https://laohu8.com/S/03700\">映客</a>、一下科技等老牌社交企业都在进行多元化改变，推出新型社交产品。但是，社交行业虽然门槛低，想要做好却难度很大，腾讯发展至今都只有微信和QQ两款社交拳头产品，这是最好的证明。</p>\n<p>陌陌改名为“Hello”集团，或许也是为了概括一下其转型的新业务的大致范围：从各种新产品来看，陌陌持续围绕着年轻人爱玩、爱冲动性消费的特点在做文章。</p>\n<p>但一个笼统的“Hello”，或许也是因为陌陌自己都不知道下一段故事在哪里。</p>\n<p>业内有猜测认为，陌陌也想通过更名重塑品牌形象，撕下“情色”的标签。但如今在搜索引擎上搜索陌陌，出现最多的信息还是网友们自述在陌陌上陷入“色情骗局”的经历。</p>\n<p>要和过去“道别”，陌陌还需要先找到未来的落点。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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陌陌改名，一头雾水\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2021-08-09 10:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>从“MoMo Inc.”到“Hello Group Inc.”，<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>突然改名了。改了名称的陌陌，还是过去那个陌陌吗？</b></p>\n<p><img src=\"https://static.tigerbbs.com/0bbf492cef96c12ace08b2fd9b3011e2\" tg-width=\"1080\" tg-height=\"748\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>8月2日，交友软件“陌陌App”突然宣布公司改名，法定名称从“MoMo Inc.”更改为“Hello Group Inc.”，并于即日生效。</p>\n<p>在社交媒体上，无数一头雾水的网友震惊发问：“那<a href=\"https://laohu8.com/S/HELO\">哈啰出行</a>（Hello Inc.）怎么办？”</p>\n<p>对于改名的原因，陌陌官方称，陌陌这个名字已经不能覆盖陌陌的现在整体业务（包含陌陌、探探、陌陌影业和音乐、综艺等业务），所以有必要更改集团的名称。</p>\n<p>值得注意的是，改名之前，陌陌营收增长已陷入疲态，在2020年出现营收、净利润双降。现在更名，多少会给外界一种陌陌想借此“改命”的感觉。</p>\n<p>陌陌马上十岁了。2011年，唐岩推出陌陌，借着移动互联网的东风和基于地理位置的陌生人社交功能，迅速俘获大批年轻用户，用了三年时间，陌陌成功在纳斯达克上市，月活用户达到近7000万。上市首日，陌陌股价大涨26%，35岁的唐岩当时身价超过8亿美金。</p>\n<p>但多年过去，陌陌已经老了。虽然公司业务线众多，但外界对它的印象却始终停留在“约炮神器”上，这也使它成为中概股最受争议的公司之一。</p>\n<p>资深互联网观察家丁道师告诉记者，改名是陌陌“早该做的事情”。他认为，多年前开始做直播时，陌陌的业务就已经不再局限于陌生人社交。且近几年随着法律法规的逐步完善，用户实名制注册普遍施行的情况下，“陌生人”社交赛道也更像一个“伪命题”。在这种背景下，公司还保持“陌陌”这个名字显然已经不太合适。</p>\n<p>同时，如何抹掉“软色情”的标签，也是陌陌一直想做的事情。但是，改名后的陌陌就真的能和它赚钱的“灰色地带”告别吗？陌陌想要与过去“割席”，喊出一声“Hello”后，下一步怎么走它想好了吗？</p>\n<h3>谁还在用陌陌？</h3>\n<p>在陌陌的对外介绍里，它区别于QQ、微信等社交软件的特色功能在于，用户可以根据LBS搜寻和定位身边的陌生人和群组，快捷地建立联系，节省沟通的距离成本。打个比方来讲，就是假设你住在一家酒店的301号房间里，那么你可以通过陌陌搜索到隔壁302房间的人并开启亲密聊天。</p>\n<p>聊天对象不是远在天边的人，而是近在咫尺。这一点无疑对荷尔蒙旺盛、渴望认识异性的年轻人具有强大的吸引力。</p>\n<p>陌陌在2011年问世三个月后，其iOS版用户就突破了30万；随后，它“约炮神器”的声名就在<a href=\"https://laohu8.com/S/WB\">微博</a>等社交平台传开。到了2012年，陌陌的安卓和iOS版总用户突破1000万；同年陌陌完成了B轮融资，估值约1亿美元。</p>\n<p>在陌陌创立的初期，<a href=\"https://laohu8.com/S/00700\">腾讯</a>的微信还羽翼未丰，移动互联网正开始以前所未有的速度发展，无数新用户被陌陌主打的“陌生人社交”的新鲜感所吸引，并为其带来的巨大的流量红利。</p>\n<p>2014年，成立仅三年的陌陌在纳斯达克上市，月度活跃用户已接近7000万；2018年，陌陌的月活用户达到1.133亿，突破1亿大关，公司市值也突破百亿美金。</p>\n<p>但陌陌创始人唐岩估计也没想到，在2018年之后，陌陌的用户增长就呈现止步态势。2019年、2020年和2021年第一季度，陌陌的月活用户分别为1.145亿、1.138亿、1.153亿，2020年同比增长率甚至一度为负值。</p>\n<p>不仅如此，自2018年一季度以来，陌陌收入增速连续10个季度下降。</p>\n<p>陌陌不是没有注意到这些。2018年，唐岩及时出手用超过7亿美元的高价，收购了另外一家陌生人交友软件探探。收购探探时，陌陌账上的现金、现金等价物和定期存款等一共也不过9亿美元，高价收购探探足以称得上是大手笔。</p>\n<p><img src=\"https://static.tigerbbs.com/8ac31104be3d0271e9e0fc6c69a672a3\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>但陌陌作为陌生人社交，已经步入了“中年危机”。在社交平台上，有用户开玩笑地吐槽说：“在陌陌上找到的都是老阿姨。”它急需新鲜血液的补入。</p>\n<p>收购前，探探的月活跃用户已超过2000万人。根据一份当年<a href=\"https://laohu8.com/S/601198\">东兴证券</a>发布的研报，探探女性用户占比60%左右，约75%为90后；而陌陌则男性用户占比超过70%，年龄普遍在30-40岁之间。两者合并后，也可在流量上形成互补。</p>\n<p>当时唐岩还曾表示，“通过此次收购我们的产品线将得到进一步丰富”。言下之意，陌陌通过收购将更强化其在陌生人社交领域的领头位置，并且通过探探主打社交，陌陌可以腾出手在更多产品上进行探索。收购探探消息传出后，陌陌当日股价上涨了17%。</p>\n<p>从营收上来看，探探不负期望，刚“进门”就为陌陌的业绩增长作出了贡献。2018年第二季度，陌陌收购探探后拿出的第一份财报显示，陌陌增值业务营收同比增长高达124%，其中一个重要原因就是将探探6月份的数据合并进了报表；截至该季度，陌陌平台增值服务付费用户数为530万，而探探6月付费用户数310万，二者加起来840万，其中探探贡献了近40%。在收购探探之后的两年时间里，陌陌的增值服务收入持续保持了3位数的增长。</p>\n<p>然而，从另外一个角度来看，探探对于陌陌整体月活用户的增长贡献并不大。在收购探探前，连续三个季度陌陌月活同比增速均在22%，但收购后月活同比增速并未提高，反而持续放缓。</p>\n<p>探探的付费用户和增值服务超常增长，是以活跃用户的下降作为代价的。在其用户的反馈中，垃圾用户和信息的不断增加极大地伤害了使用体验。2019年4月，探探还曾因“涉嫌传播淫秽色情等违法违规信息”被部分应用商店下架，这直接导致陌陌当日股价大跌超过11%。</p>\n<p>探探之于陌陌，是一针“短效强心剂”。但在陌生人社交上，陌陌已经“老矣”。</p>\n<p>艾媒咨询首席分析师张毅曾对记者分析称，艾媒咨询在抽样调查中发现，超90%的受访者手机内并未安装陌陌App，但从应用市场<a href=\"https://laohu8.com/S/DWCH\">数据观察</a>，陌陌App的下载数据却是非常高的，“这种现象通常说明用户只在使用时安装，不使用时会迅速卸载，下次再重新安装。”</p>\n<p>因此他认为，“无论是陌陌还是探探，擦边球在初期会起到刺激作用，但长此以往，在商业模式上恐怕不健康。”</p>\n<p>到了2020年，陌陌净营收达到150.24亿元，同比下降11.7%；净利润为21.04亿元，同比下滑29.2%。2020年11月，陌陌总裁兼首席运营官王力正式接替唐岩担任CEO，唐岩则继续担任集团董事局主席。</p>\n<h3>陌陌“变味”，撕不下的“情色”标签</h3>\n<p>除收购探探之外，陌陌也急于向资本市场讲一个“陌生人社交”之外的故事。</p>\n<p>陌陌在上市前就曾试图通过广告变现失败。之后，它又组建团队加大对自研游戏的投入，相继推出了《陌陌泡泡兔》、《陌陌劲舞团》、《陌陌争霸》、《陌陌捕鱼》、《数码宝贝：相遇》等手游，在上市前，该业务占其总收入的比重一度高达32%。</p>\n<p>但到了2019年第二季度，陌陌移动游戏业务的营收就下跌到仅为2320万元，占总营收比例仅为0.5%。</p>\n<p>直播风口挽救了陌陌的营收。2016年，“千播大战”兴起，以<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>为首，数以千计的直播平台涌现，带动产生了千亿元级的消费市场。陌陌也急忙转型直播业务，直播迅速替代了增值服务，成为陌陌的营收大头，2016-2019年，直播业务占陌陌营收的比例分别为79%、85%、77%、73%。</p>\n<p>陌陌逐渐“变味”。它从原来的社交平台，变得越来越偏向直播平台属性，但在直播行业头部平台的挤压下，陌陌因何能够从中分一杯羹？这其中，包含着陌陌的“秘密”。</p>\n<p>在2015年，陌陌就因传播淫秽色情信息被处以6万元罚款，陌陌当时表示对处罚非常重视，全面整改，关闭了带有淫秽色情信息的群组。</p>\n<p>但对于陌陌的直播业务而言，它走的也是相似的套路——主打“性感美女”秀场，盈利主要靠观众打赏。</p>\n<p>陌陌游走于这块“灰色”地带，这也给它带来了持续盈利。但同时，这也给陌陌带来了难以摘下的“情色”标签，以及监管风险。</p>\n<p>有网友在体验过多个直播平台后总结称：“陌陌里部分女主播穿着暴露，影响很不好。且现在各个直播平台都不再允许搭讪，唯独陌陌直播平台还允许，向平台举报也没有用。”</p>\n<p>2017年，全国“扫黄打非”办公室部署“净网2017”严打行动。有网友爆料称，陌陌等直播平台仍充斥诸多涉黄内容，秀腿、抖胸、跳艳舞等低俗动作是女主播的常态；还有女主播在个人简介里明确注明三围数字，甚至当观众为其刷够足够“星光”时还可以表演换衣服。</p>\n<p>从2016年至2020年，陌陌直播平台多次遭受“涉黄”处罚，一批主播被永久封禁。陌陌对此多次回应称要整改，却也未见多大改善。南都大数据研究院曾对陌陌、斗鱼直播、花椒直播、虎牙直播等15家直播平台的举报反馈做调查，其中显示，陌陌在用户举报信息成功提交后，会提示平台“将在2小时内进行处理”，但用户一直收不到进一步的反馈。</p>\n<p>在2020年，有媒体曝光有用户在陌陌上“明码标价”招嫖，引起了社会热议，一度将陌陌推上舆论的风口浪尖。</p>\n<p>“2020年对于我们是艰难的一年。”陌陌CEO王力在年度财报中承认。这一年，陌陌营收出现上市8年以来首次负增长，更致命的是，作为营收主力的直播业务占比下降至64%。</p>\n<p>监管趋严，大浪淘沙出来的直播平台生存艰难，这对于靠“土豪”打赏的秀场直播平台来说冲击尤其巨大。广电总局对用户每次、每日、每月最高打赏金额都进行了限制，且规定未成年人不能打赏。这些规定无疑也都令陌陌直播收入骤减。</p>\n<p>2021年陌陌一季报显示，第一季度公司营收为 34.706 亿元，与去年相比同比下滑了3.4%；一季度净利润为 4.617 亿元，与去年相比同比下滑15%；直播服务营收19.62亿元，同比下滑15.9%至56.53%。</p>\n<p>显然，靠直播续命的陌陌急需寻求新的增长点。</p>\n<h3>更名的背后，迷茫的陌陌</h3>\n<p>陌陌更名之前，已经试图向泛娱乐、泛社交方面拓展边界。</p>\n<p>陌陌至今为止推出的覆盖各场景的App层出不穷。其中包括相机社交App“对眼”、摄影匹配软件“MEET”、高清短视频拍摄应用“哈你”、仿妆App“芒西”、颜探社区产品“哇偶”、专注熟人社交的“咔咔”、新一代在线交友App“陌多多”、扫脸换脸应用“是他”、AI换脸软件“ZAO”、连接真朋友的“Cue”、声音交友软件“<a href=\"https://laohu8.com/S/HTZ\">赫兹</a>”等，不下十余款。</p>\n<p>其中只有ZAO曾经红极一时。2019年8月30日，视频变脸软件ZAO横空出世，它以AI换脸为主打功能，用户只需上传一张正脸照，就能通过非常逼真地出演经典影视作品片段，不费吹灰之力化身明星偶像，这种感觉不要太爽。</p>\n<p><img src=\"https://static.tigerbbs.com/d147f251923772e755d61d181d359924\" tg-width=\"611\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一时间，朋友圈被ZAO刷屏，应用短暂冲进<a href=\"https://laohu8.com/S/AAPL\">苹果</a>商店免费总榜单、免费应用、免费娱乐各榜单第一名。</p>\n<p>事后据了解，该产品正是由陌陌的王力团队孵化。但“不幸”的是，ZAO只火了三天，其分享链接就因“网页存在安全风险，被多人投诉”而被微信禁止访问。针对ZAO的AI换脸带来的用户隐私协议不规范、存在数据泄露风险等问题，陌陌也被相关部门约谈。</p>\n<p>收购探探之后，陌陌和探探还曾有过进军婚恋市场的计划，推出了对对、牵手恋爱两个主打婚恋交友的业务，但如今已没了声音。2021年6月，陌陌还参股成立餐饮公司迷吃吃，引发了外界关于“陌陌要跨界餐饮业”的猜测。</p>\n<p>最新消息还显示，陌陌将于近期推出一款年轻人分享社区的产品“树莓”APP。据悉，从产品图片上看，树莓类似于小红书，用户可以在上面创作笔记，与同城用户互动分享。对此，《财经天下》周刊询问陌陌方面，未获正面回应。</p>\n<p>丁道师认为，不仅是陌陌，像<a href=\"https://laohu8.com/S/03700\">映客</a>、一下科技等老牌社交企业都在进行多元化改变，推出新型社交产品。但是，社交行业虽然门槛低，想要做好却难度很大，腾讯发展至今都只有微信和QQ两款社交拳头产品，这是最好的证明。</p>\n<p>陌陌改名为“Hello”集团，或许也是为了概括一下其转型的新业务的大致范围：从各种新产品来看，陌陌持续围绕着年轻人爱玩、爱冲动性消费的特点在做文章。</p>\n<p>但一个笼统的“Hello”，或许也是因为陌陌自己都不知道下一段故事在哪里。</p>\n<p>业内有猜测认为，陌陌也想通过更名重塑品牌形象，撕下“情色”的标签。但如今在搜索引擎上搜索陌陌，出现最多的信息还是网友们自述在陌陌上陷入“色情骗局”的经历。</p>\n<p>要和过去“道别”，陌陌还需要先找到未来的落点。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0bbf492cef96c12ace08b2fd9b3011e2","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158166484","content_text":"从“MoMo Inc.”到“Hello Group Inc.”，陌陌突然改名了。改了名称的陌陌，还是过去那个陌陌吗？\n\n8月2日，交友软件“陌陌App”突然宣布公司改名，法定名称从“MoMo Inc.”更改为“Hello Group Inc.”，并于即日生效。\n在社交媒体上，无数一头雾水的网友震惊发问：“那哈啰出行（Hello Inc.）怎么办？”\n对于改名的原因，陌陌官方称，陌陌这个名字已经不能覆盖陌陌的现在整体业务（包含陌陌、探探、陌陌影业和音乐、综艺等业务），所以有必要更改集团的名称。\n值得注意的是，改名之前，陌陌营收增长已陷入疲态，在2020年出现营收、净利润双降。现在更名，多少会给外界一种陌陌想借此“改命”的感觉。\n陌陌马上十岁了。2011年，唐岩推出陌陌，借着移动互联网的东风和基于地理位置的陌生人社交功能，迅速俘获大批年轻用户，用了三年时间，陌陌成功在纳斯达克上市，月活用户达到近7000万。上市首日，陌陌股价大涨26%，35岁的唐岩当时身价超过8亿美金。\n但多年过去，陌陌已经老了。虽然公司业务线众多，但外界对它的印象却始终停留在“约炮神器”上，这也使它成为中概股最受争议的公司之一。\n资深互联网观察家丁道师告诉记者，改名是陌陌“早该做的事情”。他认为，多年前开始做直播时，陌陌的业务就已经不再局限于陌生人社交。且近几年随着法律法规的逐步完善，用户实名制注册普遍施行的情况下，“陌生人”社交赛道也更像一个“伪命题”。在这种背景下，公司还保持“陌陌”这个名字显然已经不太合适。\n同时，如何抹掉“软色情”的标签，也是陌陌一直想做的事情。但是，改名后的陌陌就真的能和它赚钱的“灰色地带”告别吗？陌陌想要与过去“割席”，喊出一声“Hello”后，下一步怎么走它想好了吗？\n谁还在用陌陌？\n在陌陌的对外介绍里，它区别于QQ、微信等社交软件的特色功能在于，用户可以根据LBS搜寻和定位身边的陌生人和群组，快捷地建立联系，节省沟通的距离成本。打个比方来讲，就是假设你住在一家酒店的301号房间里，那么你可以通过陌陌搜索到隔壁302房间的人并开启亲密聊天。\n聊天对象不是远在天边的人，而是近在咫尺。这一点无疑对荷尔蒙旺盛、渴望认识异性的年轻人具有强大的吸引力。\n陌陌在2011年问世三个月后，其iOS版用户就突破了30万；随后，它“约炮神器”的声名就在微博等社交平台传开。到了2012年，陌陌的安卓和iOS版总用户突破1000万；同年陌陌完成了B轮融资，估值约1亿美元。\n在陌陌创立的初期，腾讯的微信还羽翼未丰，移动互联网正开始以前所未有的速度发展，无数新用户被陌陌主打的“陌生人社交”的新鲜感所吸引，并为其带来的巨大的流量红利。\n2014年，成立仅三年的陌陌在纳斯达克上市，月度活跃用户已接近7000万；2018年，陌陌的月活用户达到1.133亿，突破1亿大关，公司市值也突破百亿美金。\n但陌陌创始人唐岩估计也没想到，在2018年之后，陌陌的用户增长就呈现止步态势。2019年、2020年和2021年第一季度，陌陌的月活用户分别为1.145亿、1.138亿、1.153亿，2020年同比增长率甚至一度为负值。\n不仅如此，自2018年一季度以来，陌陌收入增速连续10个季度下降。\n陌陌不是没有注意到这些。2018年，唐岩及时出手用超过7亿美元的高价，收购了另外一家陌生人交友软件探探。收购探探时，陌陌账上的现金、现金等价物和定期存款等一共也不过9亿美元，高价收购探探足以称得上是大手笔。\n\n但陌陌作为陌生人社交，已经步入了“中年危机”。在社交平台上，有用户开玩笑地吐槽说：“在陌陌上找到的都是老阿姨。”它急需新鲜血液的补入。\n收购前，探探的月活跃用户已超过2000万人。根据一份当年东兴证券发布的研报，探探女性用户占比60%左右，约75%为90后；而陌陌则男性用户占比超过70%，年龄普遍在30-40岁之间。两者合并后，也可在流量上形成互补。\n当时唐岩还曾表示，“通过此次收购我们的产品线将得到进一步丰富”。言下之意，陌陌通过收购将更强化其在陌生人社交领域的领头位置，并且通过探探主打社交，陌陌可以腾出手在更多产品上进行探索。收购探探消息传出后，陌陌当日股价上涨了17%。\n从营收上来看，探探不负期望，刚“进门”就为陌陌的业绩增长作出了贡献。2018年第二季度，陌陌收购探探后拿出的第一份财报显示，陌陌增值业务营收同比增长高达124%，其中一个重要原因就是将探探6月份的数据合并进了报表；截至该季度，陌陌平台增值服务付费用户数为530万，而探探6月付费用户数310万，二者加起来840万，其中探探贡献了近40%。在收购探探之后的两年时间里，陌陌的增值服务收入持续保持了3位数的增长。\n然而，从另外一个角度来看，探探对于陌陌整体月活用户的增长贡献并不大。在收购探探前，连续三个季度陌陌月活同比增速均在22%，但收购后月活同比增速并未提高，反而持续放缓。\n探探的付费用户和增值服务超常增长，是以活跃用户的下降作为代价的。在其用户的反馈中，垃圾用户和信息的不断增加极大地伤害了使用体验。2019年4月，探探还曾因“涉嫌传播淫秽色情等违法违规信息”被部分应用商店下架，这直接导致陌陌当日股价大跌超过11%。\n探探之于陌陌，是一针“短效强心剂”。但在陌生人社交上，陌陌已经“老矣”。\n艾媒咨询首席分析师张毅曾对记者分析称，艾媒咨询在抽样调查中发现，超90%的受访者手机内并未安装陌陌App，但从应用市场数据观察，陌陌App的下载数据却是非常高的，“这种现象通常说明用户只在使用时安装，不使用时会迅速卸载，下次再重新安装。”\n因此他认为，“无论是陌陌还是探探，擦边球在初期会起到刺激作用，但长此以往，在商业模式上恐怕不健康。”\n到了2020年，陌陌净营收达到150.24亿元，同比下降11.7%；净利润为21.04亿元，同比下滑29.2%。2020年11月，陌陌总裁兼首席运营官王力正式接替唐岩担任CEO，唐岩则继续担任集团董事局主席。\n陌陌“变味”，撕不下的“情色”标签\n除收购探探之外，陌陌也急于向资本市场讲一个“陌生人社交”之外的故事。\n陌陌在上市前就曾试图通过广告变现失败。之后，它又组建团队加大对自研游戏的投入，相继推出了《陌陌泡泡兔》、《陌陌劲舞团》、《陌陌争霸》、《陌陌捕鱼》、《数码宝贝：相遇》等手游，在上市前，该业务占其总收入的比重一度高达32%。\n但到了2019年第二季度，陌陌移动游戏业务的营收就下跌到仅为2320万元，占总营收比例仅为0.5%。\n直播风口挽救了陌陌的营收。2016年，“千播大战”兴起，以斗鱼、虎牙为首，数以千计的直播平台涌现，带动产生了千亿元级的消费市场。陌陌也急忙转型直播业务，直播迅速替代了增值服务，成为陌陌的营收大头，2016-2019年，直播业务占陌陌营收的比例分别为79%、85%、77%、73%。\n陌陌逐渐“变味”。它从原来的社交平台，变得越来越偏向直播平台属性，但在直播行业头部平台的挤压下，陌陌因何能够从中分一杯羹？这其中，包含着陌陌的“秘密”。\n在2015年，陌陌就因传播淫秽色情信息被处以6万元罚款，陌陌当时表示对处罚非常重视，全面整改，关闭了带有淫秽色情信息的群组。\n但对于陌陌的直播业务而言，它走的也是相似的套路——主打“性感美女”秀场，盈利主要靠观众打赏。\n陌陌游走于这块“灰色”地带，这也给它带来了持续盈利。但同时，这也给陌陌带来了难以摘下的“情色”标签，以及监管风险。\n有网友在体验过多个直播平台后总结称：“陌陌里部分女主播穿着暴露，影响很不好。且现在各个直播平台都不再允许搭讪，唯独陌陌直播平台还允许，向平台举报也没有用。”\n2017年，全国“扫黄打非”办公室部署“净网2017”严打行动。有网友爆料称，陌陌等直播平台仍充斥诸多涉黄内容，秀腿、抖胸、跳艳舞等低俗动作是女主播的常态；还有女主播在个人简介里明确注明三围数字，甚至当观众为其刷够足够“星光”时还可以表演换衣服。\n从2016年至2020年，陌陌直播平台多次遭受“涉黄”处罚，一批主播被永久封禁。陌陌对此多次回应称要整改，却也未见多大改善。南都大数据研究院曾对陌陌、斗鱼直播、花椒直播、虎牙直播等15家直播平台的举报反馈做调查，其中显示，陌陌在用户举报信息成功提交后，会提示平台“将在2小时内进行处理”，但用户一直收不到进一步的反馈。\n在2020年，有媒体曝光有用户在陌陌上“明码标价”招嫖，引起了社会热议，一度将陌陌推上舆论的风口浪尖。\n“2020年对于我们是艰难的一年。”陌陌CEO王力在年度财报中承认。这一年，陌陌营收出现上市8年以来首次负增长，更致命的是，作为营收主力的直播业务占比下降至64%。\n监管趋严，大浪淘沙出来的直播平台生存艰难，这对于靠“土豪”打赏的秀场直播平台来说冲击尤其巨大。广电总局对用户每次、每日、每月最高打赏金额都进行了限制，且规定未成年人不能打赏。这些规定无疑也都令陌陌直播收入骤减。\n2021年陌陌一季报显示，第一季度公司营收为 34.706 亿元，与去年相比同比下滑了3.4%；一季度净利润为 4.617 亿元，与去年相比同比下滑15%；直播服务营收19.62亿元，同比下滑15.9%至56.53%。\n显然，靠直播续命的陌陌急需寻求新的增长点。\n更名的背后，迷茫的陌陌\n陌陌更名之前，已经试图向泛娱乐、泛社交方面拓展边界。\n陌陌至今为止推出的覆盖各场景的App层出不穷。其中包括相机社交App“对眼”、摄影匹配软件“MEET”、高清短视频拍摄应用“哈你”、仿妆App“芒西”、颜探社区产品“哇偶”、专注熟人社交的“咔咔”、新一代在线交友App“陌多多”、扫脸换脸应用“是他”、AI换脸软件“ZAO”、连接真朋友的“Cue”、声音交友软件“赫兹”等，不下十余款。\n其中只有ZAO曾经红极一时。2019年8月30日，视频变脸软件ZAO横空出世，它以AI换脸为主打功能，用户只需上传一张正脸照，就能通过非常逼真地出演经典影视作品片段，不费吹灰之力化身明星偶像，这种感觉不要太爽。\n\n一时间，朋友圈被ZAO刷屏，应用短暂冲进苹果商店免费总榜单、免费应用、免费娱乐各榜单第一名。\n事后据了解，该产品正是由陌陌的王力团队孵化。但“不幸”的是，ZAO只火了三天，其分享链接就因“网页存在安全风险，被多人投诉”而被微信禁止访问。针对ZAO的AI换脸带来的用户隐私协议不规范、存在数据泄露风险等问题，陌陌也被相关部门约谈。\n收购探探之后，陌陌和探探还曾有过进军婚恋市场的计划，推出了对对、牵手恋爱两个主打婚恋交友的业务，但如今已没了声音。2021年6月，陌陌还参股成立餐饮公司迷吃吃，引发了外界关于“陌陌要跨界餐饮业”的猜测。\n最新消息还显示，陌陌将于近期推出一款年轻人分享社区的产品“树莓”APP。据悉，从产品图片上看，树莓类似于小红书，用户可以在上面创作笔记，与同城用户互动分享。对此，《财经天下》周刊询问陌陌方面，未获正面回应。\n丁道师认为，不仅是陌陌，像映客、一下科技等老牌社交企业都在进行多元化改变，推出新型社交产品。但是，社交行业虽然门槛低，想要做好却难度很大，腾讯发展至今都只有微信和QQ两款社交拳头产品，这是最好的证明。\n陌陌改名为“Hello”集团，或许也是为了概括一下其转型的新业务的大致范围：从各种新产品来看，陌陌持续围绕着年轻人爱玩、爱冲动性消费的特点在做文章。\n但一个笼统的“Hello”，或许也是因为陌陌自己都不知道下一段故事在哪里。\n业内有猜测认为，陌陌也想通过更名重塑品牌形象，撕下“情色”的标签。但如今在搜索引擎上搜索陌陌，出现最多的信息还是网友们自述在陌陌上陷入“色情骗局”的经历。\n要和过去“道别”，陌陌还需要先找到未来的落点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891751368,"gmtCreate":1628434122254,"gmtModify":1703506198094,"author":{"id":"3581075786142701","authorId":"3581075786142701","name":"Kittyzai","avatar":"https://community-static.tradeup.com/news/da027903f8fb92f9af1f570807bb5f35","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581075786142701","authorIdStr":"3581075786142701"},"themes":[],"htmlText":"Hao&nbsp;","listText":"Hao&nbsp;","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891751368","repostId":"1121983538","repostType":4,"repost":{"id":"1121983538","kind":"news","weMediaInfo":{"introduction":"数据宝——中国股市大数据新媒体领先品牌，让您用手机也能从海量数据中获得有用的决策信息支持，数据是个宝，炒股不烦恼！","home_visible":1,"media_name":"数据宝","id":"41","head_image":"https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc"},"pubTimestamp":1628404720,"share":"https://ttm.financial/m/news/1121983538?lang=&edition=fundamental","pubTime":"2021-08-08 14:38","market":"sh","language":"zh","title":"北上资金重点加仓股名单来了！两大板块成为调仓重点","url":"https://stock-news.laohu8.com/highlight/detail?id=1121983538","media":"数据宝","summary":"北上资金本周重点调仓动向在此。\n证券时报•数据宝统计显示，本周(08.02-08.06)沪指上涨1.79%，北上资金一周累计成交7288.88亿元，成交净买入100.89亿元，其中，深股通合计净买入7","content":"<p>北上资金本周重点调仓动向在此。</p>\n<p>证券时报•数据宝统计显示，本周(08.02-08.06)沪指上涨1.79%，北上资金一周累计成交7288.88亿元，成交净买入100.89亿元，其中，深股通合计净买入77.08亿元，沪股通净买入23.81亿元。</p>\n<p><b>国防军工获外资重点加仓</b></p>\n<p>统计显示，<b>本周北上资金持股量环比增加的有17个行业。国防军工行业成为市场的香饽饽，环比增幅最大</b>，北上资金最新持有该行业5.13亿股，相比上周末增长6.98%；环比增幅居前的有机械设备、通信、公用事业等行业。</p>\n<p>11个申万行业遭北上资金减仓，钢铁行业减仓最为明显，减仓幅度为4.87%；其他减仓较多的行业还包括交通运输、农林牧渔等。</p>\n<p>行业来看，28个申万一级行业中，本周上涨的有25个，国防军工板块领涨，一周累计涨幅高达10.72%，建筑材料、汽车、综合、家用电器、机械设备的涨幅居前，跌幅居前的行业为钢铁、传媒等。</p>\n<p><img src=\"https://static.tigerbbs.com/b809af88143513e91d228120b7b06941\" tg-width=\"764\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p>\n<p><b>新能源火热，白酒遭抛售</b></p>\n<p>本周共有34只个股上榜北上资金成交活跃榜榜单，所属行业来看，本周上榜的成交活跃股中，电气设备行业最为集中，有7只个股上榜。成交金额最多的是<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>，本周累计成交164.77亿元；其次是<a href=\"https://laohu8.com/S/000858\">五粮液</a>，累计成交金额112.78亿元；成交金额较高的还有<a href=\"https://laohu8.com/S/600111\">北方稀土</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等。</p>\n<p>以净买卖金额统计，本周上榜的个股中，共有19只股为净买入，净买入金额最多的是<a href=\"https://laohu8.com/S/600031\">三一重工</a>，本周净买入金额为15.67亿元，其次是<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/300760\">迈瑞医疗</a>，净买入金额分别为13.23亿元、12.53亿元。净卖出个股中，净卖出金额最多的是贵州茅台，本周净卖出额为32.62亿元。</p>\n<p><b>本周最火的板块莫过于新能源，包括光伏、新能源车、上游资源股、整车配套等获得各路资金的青睐</b>，甚至有投资者场外“指导”基金经理买新能源，整体上涨看上去一片大好，但后续的高位回落风险还是值得投资者们留意。</p>\n<p>梳理发现，北上资金活跃股名单中，共有12只股本周连续上榜，分别是<a href=\"https://laohu8.com/S/300059\">东方财富</a>、北方稀土、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等，有9只股票本周仅上榜一次。8月6日上榜深股通活跃榜的<a href=\"https://laohu8.com/S/002074\">国轩高科</a>，上榜当日深股通资金成交额15.64亿元，成交净卖出为2.75亿元，该股当日股价上涨1.69%，本周累计上涨16.86%。8月2日上榜沪股通活跃榜的<a href=\"https://laohu8.com/S/600036\">招商银行</a>，上榜当日沪股通资金成交额12.24亿元，成交净买入为1.49亿元，该股当日股价上涨2.60%，本周累计上涨2.34%。</p>\n<p>主力资金流向方面，有18只成交活跃股本周获主力资金净流入，净流入资金最多的个股是隆基股份，主力资金净流入金额为38.35亿元，主力资金净流入居前的还有三一重工、<a href=\"https://laohu8.com/S/600438\">通威股份</a>。主力资金净流出的个股有16只，净流出资金最多的是北方稀土，净流出资金为48.16亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/c47b9b33bc118d959fbd874932715da6\" tg-width=\"864\" tg-height=\"758\" referrerpolicy=\"no-referrer\"></p>\n<p>本周北上资金加仓股共729只，以持股数量增长幅度来看，加仓幅度超50%的股票有53只，超100%的股票有23只。</p>\n<p><a href=\"https://laohu8.com/S/301039\">中集车辆</a>的加仓力度最大，最新持股数为54.87万股，与上周的持股数量相比，持股数量增长幅度为528.76%；紧随其后是<a href=\"https://laohu8.com/S/605222\">起帆电缆</a>，加仓幅度为351.71%；其他加仓幅度靠前的还有<a href=\"https://laohu8.com/S/300318\">博晖创新</a>、<a href=\"https://laohu8.com/S/300443\">金雷股份</a>、<a href=\"https://laohu8.com/S/002192\">融捷股份</a>、<a href=\"https://laohu8.com/S/000829\">天音控股</a>、<a href=\"https://laohu8.com/S/300891\">惠云钛业</a>、<a href=\"https://laohu8.com/S/300590\">移为通信</a>、<a href=\"https://laohu8.com/S/300829\">金丹科技</a>等。</p>\n<p>从市场表现来看，本周北上资金加仓居前的20股有13股上涨。天音控股本周股价上涨40.95%，排名第一；涨幅较大的还有<a href=\"https://laohu8.com/S/002097\">山河智能</a>、<a href=\"https://laohu8.com/S/002399\">海普瑞</a>、<a href=\"https://laohu8.com/S/300527\">中船应急</a>、<a href=\"https://laohu8.com/S/600316\">洪都航空</a>等。</p>\n<p>北上资金减仓幅度超50%的有21股，<a href=\"https://laohu8.com/S/300131\">英唐智控</a>、<a href=\"https://laohu8.com/S/603327\">福蓉科技</a>、<a href=\"https://laohu8.com/S/003006\">百亚股份</a>、<a href=\"https://laohu8.com/S/300045\">华力创通</a>等股的减仓力度靠前。</p>\n<p><img src=\"https://static.tigerbbs.com/d1c025268e158f115cbfe89860fd49b1\" tg-width=\"864\" tg-height=\"860\" referrerpolicy=\"no-referrer\"></p>\n<p><b>北上资金连续7周买入31股</b></p>\n<p>北上资金连续4周买入107股，分行业来看，机械设备行业个股较多，有14只。其中，31股被北上资金连续7周加仓。</p>\n<p>从持股比例变动情况来看，<b><a href=\"https://laohu8.com/S/002747\">埃斯顿</a>获加仓幅度最大，较7周前增持股数占流通股的比例为5.45%</b>；其他连续加仓的还有<a href=\"https://laohu8.com/S/002930\">宏川智慧</a>、<a href=\"https://laohu8.com/S/603583\">捷昌驱动</a>、<a href=\"https://laohu8.com/S/002595\">豪迈科技</a>、<a href=\"https://laohu8.com/S/603290\">斯达半导</a>等，加仓力度均超过3%。</p>\n<p>北上资金连续4周卖出157股。分行业来看，交通运输、医药生物个股数量居前，均有16只。从持股比例变动情况来看，与4周前相比，22股减仓比例超1％。<a href=\"https://laohu8.com/S/603982\">泉峰汽车</a>减仓幅度最大，相比4周前减仓了3.17％，其他减仓幅度较大的还有<a href=\"https://laohu8.com/S/002918\">蒙娜丽莎</a>、<a href=\"https://laohu8.com/S/002126\">银轮股份</a>、南玻Ａ、<a href=\"https://laohu8.com/S/002382\">蓝帆医疗</a>等。</p>\n<p><img src=\"https://static.tigerbbs.com/a20b0b8d09204fd0aa504c0541e7f511\" tg-width=\"864\" tg-height=\"1164\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>北上资金重点加仓股名单来了！两大板块成为调仓重点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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北上资金重点加仓股名单来了！两大板块成为调仓重点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/41\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">数据宝 </p>\n<p class=\"h-time\">2021-08-08 14:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北上资金本周重点调仓动向在此。</p>\n<p>证券时报•数据宝统计显示，本周(08.02-08.06)沪指上涨1.79%，北上资金一周累计成交7288.88亿元，成交净买入100.89亿元，其中，深股通合计净买入77.08亿元，沪股通净买入23.81亿元。</p>\n<p><b>国防军工获外资重点加仓</b></p>\n<p>统计显示，<b>本周北上资金持股量环比增加的有17个行业。国防军工行业成为市场的香饽饽，环比增幅最大</b>，北上资金最新持有该行业5.13亿股，相比上周末增长6.98%；环比增幅居前的有机械设备、通信、公用事业等行业。</p>\n<p>11个申万行业遭北上资金减仓，钢铁行业减仓最为明显，减仓幅度为4.87%；其他减仓较多的行业还包括交通运输、农林牧渔等。</p>\n<p>行业来看，28个申万一级行业中，本周上涨的有25个，国防军工板块领涨，一周累计涨幅高达10.72%，建筑材料、汽车、综合、家用电器、机械设备的涨幅居前，跌幅居前的行业为钢铁、传媒等。</p>\n<p><img src=\"https://static.tigerbbs.com/b809af88143513e91d228120b7b06941\" tg-width=\"764\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p>\n<p><b>新能源火热，白酒遭抛售</b></p>\n<p>本周共有34只个股上榜北上资金成交活跃榜榜单，所属行业来看，本周上榜的成交活跃股中，电气设备行业最为集中，有7只个股上榜。成交金额最多的是<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>，本周累计成交164.77亿元；其次是<a href=\"https://laohu8.com/S/000858\">五粮液</a>，累计成交金额112.78亿元；成交金额较高的还有<a href=\"https://laohu8.com/S/600111\">北方稀土</a>、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等。</p>\n<p>以净买卖金额统计，本周上榜的个股中，共有19只股为净买入，净买入金额最多的是<a href=\"https://laohu8.com/S/600031\">三一重工</a>，本周净买入金额为15.67亿元，其次是<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/300760\">迈瑞医疗</a>，净买入金额分别为13.23亿元、12.53亿元。净卖出个股中，净卖出金额最多的是贵州茅台，本周净卖出额为32.62亿元。</p>\n<p><b>本周最火的板块莫过于新能源，包括光伏、新能源车、上游资源股、整车配套等获得各路资金的青睐</b>，甚至有投资者场外“指导”基金经理买新能源，整体上涨看上去一片大好，但后续的高位回落风险还是值得投资者们留意。</p>\n<p>梳理发现，北上资金活跃股名单中，共有12只股本周连续上榜，分别是<a href=\"https://laohu8.com/S/300059\">东方财富</a>、北方稀土、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等，有9只股票本周仅上榜一次。8月6日上榜深股通活跃榜的<a href=\"https://laohu8.com/S/002074\">国轩高科</a>，上榜当日深股通资金成交额15.64亿元，成交净卖出为2.75亿元，该股当日股价上涨1.69%，本周累计上涨16.86%。8月2日上榜沪股通活跃榜的<a href=\"https://laohu8.com/S/600036\">招商银行</a>，上榜当日沪股通资金成交额12.24亿元，成交净买入为1.49亿元，该股当日股价上涨2.60%，本周累计上涨2.34%。</p>\n<p>主力资金流向方面，有18只成交活跃股本周获主力资金净流入，净流入资金最多的个股是隆基股份，主力资金净流入金额为38.35亿元，主力资金净流入居前的还有三一重工、<a href=\"https://laohu8.com/S/600438\">通威股份</a>。主力资金净流出的个股有16只，净流出资金最多的是北方稀土，净流出资金为48.16亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/c47b9b33bc118d959fbd874932715da6\" tg-width=\"864\" tg-height=\"758\" referrerpolicy=\"no-referrer\"></p>\n<p>本周北上资金加仓股共729只，以持股数量增长幅度来看，加仓幅度超50%的股票有53只，超100%的股票有23只。</p>\n<p><a href=\"https://laohu8.com/S/301039\">中集车辆</a>的加仓力度最大，最新持股数为54.87万股，与上周的持股数量相比，持股数量增长幅度为528.76%；紧随其后是<a href=\"https://laohu8.com/S/605222\">起帆电缆</a>，加仓幅度为351.71%；其他加仓幅度靠前的还有<a href=\"https://laohu8.com/S/300318\">博晖创新</a>、<a href=\"https://laohu8.com/S/300443\">金雷股份</a>、<a href=\"https://laohu8.com/S/002192\">融捷股份</a>、<a href=\"https://laohu8.com/S/000829\">天音控股</a>、<a href=\"https://laohu8.com/S/300891\">惠云钛业</a>、<a href=\"https://laohu8.com/S/300590\">移为通信</a>、<a href=\"https://laohu8.com/S/300829\">金丹科技</a>等。</p>\n<p>从市场表现来看，本周北上资金加仓居前的20股有13股上涨。天音控股本周股价上涨40.95%，排名第一；涨幅较大的还有<a href=\"https://laohu8.com/S/002097\">山河智能</a>、<a href=\"https://laohu8.com/S/002399\">海普瑞</a>、<a href=\"https://laohu8.com/S/300527\">中船应急</a>、<a href=\"https://laohu8.com/S/600316\">洪都航空</a>等。</p>\n<p>北上资金减仓幅度超50%的有21股，<a href=\"https://laohu8.com/S/300131\">英唐智控</a>、<a href=\"https://laohu8.com/S/603327\">福蓉科技</a>、<a href=\"https://laohu8.com/S/003006\">百亚股份</a>、<a href=\"https://laohu8.com/S/300045\">华力创通</a>等股的减仓力度靠前。</p>\n<p><img src=\"https://static.tigerbbs.com/d1c025268e158f115cbfe89860fd49b1\" tg-width=\"864\" tg-height=\"860\" referrerpolicy=\"no-referrer\"></p>\n<p><b>北上资金连续7周买入31股</b></p>\n<p>北上资金连续4周买入107股，分行业来看，机械设备行业个股较多，有14只。其中，31股被北上资金连续7周加仓。</p>\n<p>从持股比例变动情况来看，<b><a href=\"https://laohu8.com/S/002747\">埃斯顿</a>获加仓幅度最大，较7周前增持股数占流通股的比例为5.45%</b>；其他连续加仓的还有<a href=\"https://laohu8.com/S/002930\">宏川智慧</a>、<a href=\"https://laohu8.com/S/603583\">捷昌驱动</a>、<a href=\"https://laohu8.com/S/002595\">豪迈科技</a>、<a href=\"https://laohu8.com/S/603290\">斯达半导</a>等，加仓力度均超过3%。</p>\n<p>北上资金连续4周卖出157股。分行业来看，交通运输、医药生物个股数量居前，均有16只。从持股比例变动情况来看，与4周前相比，22股减仓比例超1％。<a href=\"https://laohu8.com/S/603982\">泉峰汽车</a>减仓幅度最大，相比4周前减仓了3.17％，其他减仓幅度较大的还有<a href=\"https://laohu8.com/S/002918\">蒙娜丽莎</a>、<a href=\"https://laohu8.com/S/002126\">银轮股份</a>、南玻Ａ、<a href=\"https://laohu8.com/S/002382\">蓝帆医疗</a>等。</p>\n<p><img src=\"https://static.tigerbbs.com/a20b0b8d09204fd0aa504c0541e7f511\" tg-width=\"864\" tg-height=\"1164\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121983538","content_text":"北上资金本周重点调仓动向在此。\n证券时报•数据宝统计显示，本周(08.02-08.06)沪指上涨1.79%，北上资金一周累计成交7288.88亿元，成交净买入100.89亿元，其中，深股通合计净买入77.08亿元，沪股通净买入23.81亿元。\n国防军工获外资重点加仓\n统计显示，本周北上资金持股量环比增加的有17个行业。国防军工行业成为市场的香饽饽，环比增幅最大，北上资金最新持有该行业5.13亿股，相比上周末增长6.98%；环比增幅居前的有机械设备、通信、公用事业等行业。\n11个申万行业遭北上资金减仓，钢铁行业减仓最为明显，减仓幅度为4.87%；其他减仓较多的行业还包括交通运输、农林牧渔等。\n行业来看，28个申万一级行业中，本周上涨的有25个，国防军工板块领涨，一周累计涨幅高达10.72%，建筑材料、汽车、综合、家用电器、机械设备的涨幅居前，跌幅居前的行业为钢铁、传媒等。\n\n新能源火热，白酒遭抛售\n本周共有34只个股上榜北上资金成交活跃榜榜单，所属行业来看，本周上榜的成交活跃股中，电气设备行业最为集中，有7只个股上榜。成交金额最多的是贵州茅台，本周累计成交164.77亿元；其次是五粮液，累计成交金额112.78亿元；成交金额较高的还有北方稀土、宁德时代等。\n以净买卖金额统计，本周上榜的个股中，共有19只股为净买入，净买入金额最多的是三一重工，本周净买入金额为15.67亿元，其次是隆基股份、迈瑞医疗，净买入金额分别为13.23亿元、12.53亿元。净卖出个股中，净卖出金额最多的是贵州茅台，本周净卖出额为32.62亿元。\n本周最火的板块莫过于新能源，包括光伏、新能源车、上游资源股、整车配套等获得各路资金的青睐，甚至有投资者场外“指导”基金经理买新能源，整体上涨看上去一片大好，但后续的高位回落风险还是值得投资者们留意。\n梳理发现，北上资金活跃股名单中，共有12只股本周连续上榜，分别是东方财富、北方稀土、比亚迪等，有9只股票本周仅上榜一次。8月6日上榜深股通活跃榜的国轩高科，上榜当日深股通资金成交额15.64亿元，成交净卖出为2.75亿元，该股当日股价上涨1.69%，本周累计上涨16.86%。8月2日上榜沪股通活跃榜的招商银行，上榜当日沪股通资金成交额12.24亿元，成交净买入为1.49亿元，该股当日股价上涨2.60%，本周累计上涨2.34%。\n主力资金流向方面，有18只成交活跃股本周获主力资金净流入，净流入资金最多的个股是隆基股份，主力资金净流入金额为38.35亿元，主力资金净流入居前的还有三一重工、通威股份。主力资金净流出的个股有16只，净流出资金最多的是北方稀土，净流出资金为48.16亿元。\n\n本周北上资金加仓股共729只，以持股数量增长幅度来看，加仓幅度超50%的股票有53只，超100%的股票有23只。\n中集车辆的加仓力度最大，最新持股数为54.87万股，与上周的持股数量相比，持股数量增长幅度为528.76%；紧随其后是起帆电缆，加仓幅度为351.71%；其他加仓幅度靠前的还有博晖创新、金雷股份、融捷股份、天音控股、惠云钛业、移为通信、金丹科技等。\n从市场表现来看，本周北上资金加仓居前的20股有13股上涨。天音控股本周股价上涨40.95%，排名第一；涨幅较大的还有山河智能、海普瑞、中船应急、洪都航空等。\n北上资金减仓幅度超50%的有21股，英唐智控、福蓉科技、百亚股份、华力创通等股的减仓力度靠前。\n\n北上资金连续7周买入31股\n北上资金连续4周买入107股，分行业来看，机械设备行业个股较多，有14只。其中，31股被北上资金连续7周加仓。\n从持股比例变动情况来看，埃斯顿获加仓幅度最大，较7周前增持股数占流通股的比例为5.45%；其他连续加仓的还有宏川智慧、捷昌驱动、豪迈科技、斯达半导等，加仓力度均超过3%。\n北上资金连续4周卖出157股。分行业来看，交通运输、医药生物个股数量居前，均有16只。从持股比例变动情况来看，与4周前相比，22股减仓比例超1％。泉峰汽车减仓幅度最大，相比4周前减仓了3.17％，其他减仓幅度较大的还有蒙娜丽莎、银轮股份、南玻Ａ、蓝帆医疗等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172211561,"gmtCreate":1626962170853,"gmtModify":1703481457516,"author":{"id":"3581075786142701","authorId":"3581075786142701","name":"Kittyzai","avatar":"https://community-static.tradeup.com/news/da027903f8fb92f9af1f570807bb5f35","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581075786142701","authorIdStr":"3581075786142701"},"themes":[],"htmlText":"FF91","listText":"FF91","text":"FF91","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172211561","repostId":"2153210671","repostType":4,"repost":{"id":"2153210671","kind":"news","pubTimestamp":1626962084,"share":"https://ttm.financial/m/news/2153210671?lang=&edition=fundamental","pubTime":"2021-07-22 21:54","market":"us","language":"zh","title":"FF全球CEO：未来两年FF91销量将达4万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2153210671","media":"一财网","summary":"FF全球CEO毕福康接受第一财经独家专访，谈及贾跃亭债务、量产时间表还有与吉利合作等话题。\n当地时间7月22日，法拉第未来（Faraday Future，下称“FF”)正式登陆纳斯达克。\n上市前夕，F","content":"<p>FF全球CEO毕福康接受第一财经独家专访，谈及贾跃亭债务、量产时间表还有与吉利合作等话题。</p>\n<p>当地时间7月22日，<a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>（Faraday Future，下称“FF”)正式登陆纳斯达克。</p>\n<p>上市前夕，FF创始人贾跃亭、FF全球CEO毕福康（CarstenBreitfeld）及其他高管一行，由公司总部洛杉矶飞抵纽约，参加一系列上市相关活动。面对第一财经记者的采访邀约，贾跃亭始终没有露面。而毕福康则在曼哈顿FF未来主义者体验中心接受了第一财经的独家专访。</p>\n<p><img src=\"https://static.tigerbbs.com/e7b67a4340d5e92922c8bfe4d5b74176\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>第一财经：FF通过特殊目的收购公司(SPAC) 方式上市，获得大约10亿美元融资，公司将如何运用此次集资所得？在偿还FF的债务后，还剩多少资金能够用于量产？</p>\n<p>毕福康：此前，我们已将绝大多数债务转化成FF股份，转入供应商信托，因此本次融资所得的大部分可供经营使用，当然，目标是实现FF91的量产。</p>\n<p>第一财经：2020年6月，贾跃亭正式完成个人破产重组，通过他个人的债权人信托，将所持股份全部转让给债权人，此次上市对债权人来说意味着什么？</p>\n<p>毕福康：从公司的角度，贾跃亭的债权人就是普通股东。债权人信托受托人负责管理和处理贾跃亭的债务问题，相信随着时间的推移，债权人的欠款能够得到偿还 。</p>\n<p>第一财经：有媒体报道，贾跃亭的前妻也是FF债权人之一，持有公司7.2%的股权，情况属实吗？</p>\n<p>毕福康：我无法作出回应，因为我不清楚其中的细节。</p>\n<p>第一财经：你曾告诉媒体，FF 91会在2020年9月开始交付，但最新的量产和交付时间表已推后至2022年夏季，您认为这次能否兑现量产承诺？</p>\n<p>毕福康：2019年时，我们预期公司在2020年1月就能获得融资，谁知疫情来袭拖累了进度。今年，我们通过SPAC上市的方式筹得资金，目前资金已经到位，我们仍会遵循此前承诺，在融资后第9个月交付第一台FF91，第12个月实现量产。</p>\n<p>第一财经：FF 91未来一年的销售目标是2400台，这是一个现实的目标吗？</p>\n<p>毕福康：当然，我认为还相对保守了。FF91定位顶级豪车市场，一定程度上对标迈巴赫、宾利、<a href=\"https://laohu8.com/S/RRN.UK\">劳斯莱斯</a>还有<a href=\"https://laohu8.com/S/RACE\">法拉利</a>，目前，传统豪车品牌还未涉足电动车或智能车。经过计算，我们预期FF可在豪车市场占据3%的市场份额，对应销量就是2400台，这并非是一个很难达成的目标。随着生产规模不断扩大，未来两年FF 91的销量将达4万台，五年内实现27万台的销量。</p>\n<p>第一财经：两年前，第一财经探访FF加州汉福德（Hanford Plant）工厂时，厂房内仅有三名工人作业，现在工厂是怎样一种状态？</p>\n<p>毕福康：因资金问题，当年厂房并未建成。现在，汉福德工厂已经重新开工，大约75%的制造设备已经就位，部分车间需要进行小范围施工，这些都在进行中，当开始量产时，你会看到150多名工人在工厂作业。</p>\n<p>第一财经：路演文件显示，FF与韩国大型汽车产业集团明信集团（Myoung Shin Group）签署代工谅解备忘录，韩国代工工厂年产能达27万台，能否透露韩国工厂的具体情况？</p>\n<p>毕福康：如要扩大产能有两个选项，一是自建工厂，意味着至少投入10亿美元，且工程庞杂、风险较大；二是寻求代工，在现成的厂房里放入所需生产线，相较于自建工厂，这一方式投入更少风险较小。FF在韩国就采取了第二种方式，韩国合作方的工厂是<a href=\"https://laohu8.com/S/GM\">通用汽车</a>的老厂房，只需安装FF生产线，就可立即投入使用。</p>\n<p>我们现阶段的生产计划是，12个月后，美国工厂将完全用于量产FF91，30个月后，韩国工厂将会开工生产第二款车型、价格更为亲民的FF 81。</p>\n<p>第一财经：FF一直寻求在中国建厂的可能性。今年1月，FF与<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>签署框架合作协议，探讨由吉利提供代工服务的可能性。同时，吉利还作为财务投资人，参与了FF SPAC上市的少量投资。目前，双方的合作谈判进展如何？</p>\n<p>毕福康：和吉利的谈判还在进行当中。如果想在中国市场取得成功，就必须立足中国，本地制造，这也是我们的目标。</p>\n<p>我们此前披露过，吉利是我们PIPE基石投资者，这是公开资料，希望你能理解两家公司之间存有协议，现在还不能透露更多细节。可以肯定的是，该合作对各参与方都至关重要，待时机成熟，我们会官宣。</p>\n<p>第一财经：中国是全球最大的电动汽车生产国，占全球产量的44%。考虑到FF创始人贾跃亭此前的种种纠纷，您有没有信心拿下中国市场？</p>\n<p>毕福康：老实说，我并不担心，毕竟木已成舟，FF已经焕然一新，成为纳斯达克上市公司。值得一提的是，FF采取中美双主场战略，中期来看，我预计FF在中国的销量能接近全球总销量的一半，剩下的一半来自美国和欧洲。</p>\n<p>第一财经：电动车市场从来不乏竞争，对手包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏还有<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，它们的产量和客户都在快速增长，那为什么还要投资FF的汽车和股票？</p>\n<p>毕福康：FF有两方面的优势，使其跑赢上述竞争对手。其一是产品本身，你提到的这些车企都是优秀企业，有很棒的电动车产品，但它们更注重驾车者的体验，而我们不同，也注重乘客的乘坐感受，座椅有足够空间，内饰<a href=\"https://laohu8.com/S/DLX\">豪华</a>，可享受人与电子设备的交互体验；其二，从市场布局的角度，正如我此前所述，我们的目标是成为顶级豪车品牌，这个领域不存在竞争，我们将抢占市场，成为行业龙头。</p>","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>FF全球CEO：未来两年FF91销量将达4万台</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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\">\nFF全球CEO：未来两年FF91销量将达4万台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 21:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000xev2.html><strong>一财网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FF全球CEO毕福康接受第一财经独家专访，谈及贾跃亭债务、量产时间表还有与吉利合作等话题。\n当地时间7月22日，法拉第未来（Faraday Future，下称“FF”)正式登陆纳斯达克。\n上市前夕，FF创始人贾跃亭、FF全球CEO毕福康（CarstenBreitfeld）及其他高管一行，由公司总部洛杉矶飞抵纽约，参加一系列上市相关活动。面对第一财经记者的采访邀约，贾跃亭始终没有露面。而毕福康则在...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000xev2.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7b67a4340d5e92922c8bfe4d5b74176","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000xev2.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153210671","content_text":"FF全球CEO毕福康接受第一财经独家专访，谈及贾跃亭债务、量产时间表还有与吉利合作等话题。\n当地时间7月22日，法拉第未来（Faraday Future，下称“FF”)正式登陆纳斯达克。\n上市前夕，FF创始人贾跃亭、FF全球CEO毕福康（CarstenBreitfeld）及其他高管一行，由公司总部洛杉矶飞抵纽约，参加一系列上市相关活动。面对第一财经记者的采访邀约，贾跃亭始终没有露面。而毕福康则在曼哈顿FF未来主义者体验中心接受了第一财经的独家专访。\n\n第一财经：FF通过特殊目的收购公司(SPAC) 方式上市，获得大约10亿美元融资，公司将如何运用此次集资所得？在偿还FF的债务后，还剩多少资金能够用于量产？\n毕福康：此前，我们已将绝大多数债务转化成FF股份，转入供应商信托，因此本次融资所得的大部分可供经营使用，当然，目标是实现FF91的量产。\n第一财经：2020年6月，贾跃亭正式完成个人破产重组，通过他个人的债权人信托，将所持股份全部转让给债权人，此次上市对债权人来说意味着什么？\n毕福康：从公司的角度，贾跃亭的债权人就是普通股东。债权人信托受托人负责管理和处理贾跃亭的债务问题，相信随着时间的推移，债权人的欠款能够得到偿还 。\n第一财经：有媒体报道，贾跃亭的前妻也是FF债权人之一，持有公司7.2%的股权，情况属实吗？\n毕福康：我无法作出回应，因为我不清楚其中的细节。\n第一财经：你曾告诉媒体，FF 91会在2020年9月开始交付，但最新的量产和交付时间表已推后至2022年夏季，您认为这次能否兑现量产承诺？\n毕福康：2019年时，我们预期公司在2020年1月就能获得融资，谁知疫情来袭拖累了进度。今年，我们通过SPAC上市的方式筹得资金，目前资金已经到位，我们仍会遵循此前承诺，在融资后第9个月交付第一台FF91，第12个月实现量产。\n第一财经：FF 91未来一年的销售目标是2400台，这是一个现实的目标吗？\n毕福康：当然，我认为还相对保守了。FF91定位顶级豪车市场，一定程度上对标迈巴赫、宾利、劳斯莱斯还有法拉利，目前，传统豪车品牌还未涉足电动车或智能车。经过计算，我们预期FF可在豪车市场占据3%的市场份额，对应销量就是2400台，这并非是一个很难达成的目标。随着生产规模不断扩大，未来两年FF 91的销量将达4万台，五年内实现27万台的销量。\n第一财经：两年前，第一财经探访FF加州汉福德（Hanford Plant）工厂时，厂房内仅有三名工人作业，现在工厂是怎样一种状态？\n毕福康：因资金问题，当年厂房并未建成。现在，汉福德工厂已经重新开工，大约75%的制造设备已经就位，部分车间需要进行小范围施工，这些都在进行中，当开始量产时，你会看到150多名工人在工厂作业。\n第一财经：路演文件显示，FF与韩国大型汽车产业集团明信集团（Myoung Shin Group）签署代工谅解备忘录，韩国代工工厂年产能达27万台，能否透露韩国工厂的具体情况？\n毕福康：如要扩大产能有两个选项，一是自建工厂，意味着至少投入10亿美元，且工程庞杂、风险较大；二是寻求代工，在现成的厂房里放入所需生产线，相较于自建工厂，这一方式投入更少风险较小。FF在韩国就采取了第二种方式，韩国合作方的工厂是通用汽车的老厂房，只需安装FF生产线，就可立即投入使用。\n我们现阶段的生产计划是，12个月后，美国工厂将完全用于量产FF91，30个月后，韩国工厂将会开工生产第二款车型、价格更为亲民的FF 81。\n第一财经：FF一直寻求在中国建厂的可能性。今年1月，FF与吉利汽车签署框架合作协议，探讨由吉利提供代工服务的可能性。同时，吉利还作为财务投资人，参与了FF SPAC上市的少量投资。目前，双方的合作谈判进展如何？\n毕福康：和吉利的谈判还在进行当中。如果想在中国市场取得成功，就必须立足中国，本地制造，这也是我们的目标。\n我们此前披露过，吉利是我们PIPE基石投资者，这是公开资料，希望你能理解两家公司之间存有协议，现在还不能透露更多细节。可以肯定的是，该合作对各参与方都至关重要，待时机成熟，我们会官宣。\n第一财经：中国是全球最大的电动汽车生产国，占全球产量的44%。考虑到FF创始人贾跃亭此前的种种纠纷，您有没有信心拿下中国市场？\n毕福康：老实说，我并不担心，毕竟木已成舟，FF已经焕然一新，成为纳斯达克上市公司。值得一提的是，FF采取中美双主场战略，中期来看，我预计FF在中国的销量能接近全球总销量的一半，剩下的一半来自美国和欧洲。\n第一财经：电动车市场从来不乏竞争，对手包括特斯拉、蔚来、小鹏还有理想汽车，它们的产量和客户都在快速增长，那为什么还要投资FF的汽车和股票？\n毕福康：FF有两方面的优势，使其跑赢上述竞争对手。其一是产品本身，你提到的这些车企都是优秀企业，有很棒的电动车产品，但它们更注重驾车者的体验，而我们不同，也注重乘客的乘坐感受，座椅有足够空间，内饰豪华，可享受人与电子设备的交互体验；其二，从市场布局的角度，正如我此前所述，我们的目标是成为顶级豪车品牌，这个领域不存在竞争，我们将抢占市场，成为行业龙头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176855524,"gmtCreate":1626877233368,"gmtModify":1703479809387,"author":{"id":"3581075786142701","authorId":"3581075786142701","name":"Kittyzai","avatar":"https://community-static.tradeup.com/news/da027903f8fb92f9af1f570807bb5f35","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581075786142701","authorIdStr":"3581075786142701"},"themes":[],"htmlText":"Go ahead","listText":"Go ahead","text":"Go ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176855524","repostId":"1174123393","repostType":4,"repost":{"id":"1174123393","kind":"news","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":1626876109,"share":"https://ttm.financial/m/news/1174123393?lang=&edition=fundamental","pubTime":"2021-07-21 22:01","market":"us","language":"zh","title":"【异动】美股邮轮股大涨，嘉年华邮轮涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174123393","media":"老虎资讯综合","summary":"7月21日，美股邮轮股大涨，嘉年华邮轮涨超7%、挪威邮轮涨超6%，皇家加勒比邮轮涨超4%。嘉年华邮轮预计今年年底邮轮运力将恢复至多75%。","content":"<p>7月21日，美股邮轮股大涨，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>涨超7%、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨超6%，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>涨超4%。嘉年华邮轮预计今年年底邮轮运力将恢复至多75%。</p>\n<p><img src=\"https://static.tigerbbs.com/c8c00677246f9d9e57332f5addaee0cf\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】美股邮轮股大涨，嘉年华邮轮涨超7%</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【异动】美股邮轮股大涨，嘉年华邮轮涨超7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-21 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月21日，美股邮轮股大涨，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>涨超7%、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨超6%，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>涨超4%。嘉年华邮轮预计今年年底邮轮运力将恢复至多75%。</p>\n<p><img src=\"https://static.tigerbbs.com/c8c00677246f9d9e57332f5addaee0cf\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"CCL":"嘉年华邮轮"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174123393","content_text":"7月21日，美股邮轮股大涨，嘉年华邮轮涨超7%、挪威邮轮涨超6%，皇家加勒比邮轮涨超4%。嘉年华邮轮预计今年年底邮轮运力将恢复至多75%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393579044577704,"gmtCreate":1737125857468,"gmtModify":1737125861491,"author":{"id":"3581075786142701","authorId":"3581075786142701","name":"Kittyzai","avatar":"https://community-static.tradeup.com/news/da027903f8fb92f9af1f570807bb5f35","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581075786142701","authorIdStr":"3581075786142701"},"themes":[],"htmlText":"[Miser]&nbsp; [Miser]&nbsp; [Miser]&nbsp; 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