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Christy Sak

Christy Sak

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2021-08-22

LIKE AND COMMENT

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2021-08-21

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2021-08-21

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Ping An Beijing Chaoyang: Arrested the suspect who published false information about Hillhouse Zhang Lei

2021-07-25

?

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2021-07-24

Will up…..

2021-07-24

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The Fed's blockbuster July meeting is coming next week! What key points should we focus on?

2021-07-23

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2021-07-23

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[Change] Popular Chinese concept stocks generally fell, Keike fell more than 23%

2021-07-23

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2021-07-23

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2021-05-21

Yah

JD.com started the year well: revenue rose another 39% in the first quarter, and the number of annual active users was nearly 500 million

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comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832048112","repostId":"1129913656","repostType":4,"repost":{"id":"1129913656","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":1629526804,"share":"https://ttm.financial/m/news/1129913656?lang=en_US&edition=fundamental","pubTime":"2021-08-21 14:20","market":"hk","language":"zh","title":"Ping An Beijing Chaoyang: Arrested the suspect who published false information about Hillhouse Zhang Lei","url":"https://stock-news.laohu8.com/highlight/detail?id=1129913656","media":"老虎资讯综合","summary":"近日，朝阳公安分局接高瓴天成（北京）投资咨询有限公司报案，反映有人在网上散布其公司高管张某被限制出境的不实信息，对张某名誉和公司经营造成严重损失。接报后，警方依法开展调查，将涉案嫌疑人萧某春（男，50岁）抓获。经查，该人以炒股为业，为显示消息灵通、博取他人关注，编造上述虚假信息在网络社交平台发布，后被大量转发。目前，萧某春已被朝阳公安分局依法刑事拘留，案件正在进一步工作中。","content":"<p>Recently, Chaoyang Public Security Bureau received a report from Hillhouse Tiancheng (Beijing) Investment Consulting Co., Ltd., reflecting that someone spread false information on the Internet that Zhang, an executive of its company, was restricted from leaving the country, causing serious losses to Zhang's reputation and company operations. 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At present, Xiao Mochun has been criminally detained by Chaoyang Public Security Bureau according to law, and the case is under further work.</p><p><img src=\"https://static.tigerbbs.com/7ce643802e40c1bdeb72e7ba2eb90dd8\" tg-width=\"869\" tg-height=\"619\" 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>Ping An Beijing Chaoyang: Arrested the suspect who published false information about Hillhouse Zhang Lei</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPing An Beijing Chaoyang: Arrested the suspect who published false information about Hillhouse Zhang Lei\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-08-21 14:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, Chaoyang Public Security Bureau received a report from Hillhouse Tiancheng (Beijing) Investment Consulting Co., Ltd., reflecting that someone spread false information on the Internet that Zhang, an executive of its company, was restricted from leaving the country, causing serious losses to Zhang's reputation and company operations. After receiving the report, the police conducted an investigation according to law and arrested the suspect Xiao Mochun (male, 50 years old). After investigation, the person took stock trading as his career. In order to show his well-informed information and gain the attention of others, he fabricated the above-mentioned false information and published it on online social platforms, which was later forwarded in large numbers. At present, Xiao Mochun has been criminally detained by Chaoyang Public Security Bureau according to law, and the case is under further work.</p><p><img src=\"https://static.tigerbbs.com/7ce643802e40c1bdeb72e7ba2eb90dd8\" tg-width=\"869\" tg-height=\"619\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129913656","content_text":"近日，朝阳公安分局接高瓴天成（北京）投资咨询有限公司报案，反映有人在网上散布其公司高管张某被限制出境的不实信息，对张某名誉和公司经营造成严重损失。接报后，警方依法开展调查，将涉案嫌疑人萧某春（男，50岁）抓获。经查，该人以炒股为业，为显示消息灵通、博取他人关注，编造上述虚假信息在网络社交平台发布，后被大量转发。目前，萧某春已被朝阳公安分局依法刑事拘留，案件正在进一步工作中。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177013396,"gmtCreate":1627167263615,"gmtModify":1703484858769,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582711269033683","authorIdStr":"3582711269033683"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177013396","repostId":"2153933420","repostType":4,"isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174502927,"gmtCreate":1627107402869,"gmtModify":1703484393780,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582711269033683","authorIdStr":"3582711269033683"},"themes":[],"htmlText":"Will up…..","listText":"Will up…..","text":"Will up…..","images":[{"img":"https://static.tigerbbs.com/5ac7d4fa8e781710366d26c148f02292","width":"1125","height":"2222"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174502927","isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":174500074,"gmtCreate":1627106924798,"gmtModify":1703484384859,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582711269033683","authorIdStr":"3582711269033683"},"themes":[],"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174500074","repostId":"2153809933","repostType":4,"repost":{"id":"2153809933","kind":"highlight","pubTimestamp":1627105483,"share":"https://ttm.financial/m/news/2153809933?lang=en_US&edition=fundamental","pubTime":"2021-07-24 13:44","market":"hk","language":"zh","title":"The Fed's blockbuster July meeting is coming next week! What key points should we focus on?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153809933","media":"智通财经网","summary":"美联储于7月27日和28日召开货币政策会议，虽然股市目前情绪还较乐观，它将在一种不安的气氛中开会。","content":"<p>The Federal Reserve will hold its monetary policy meeting on July 27th and 28th. Although the stock market is still optimistic at present, it will meet in an uneasy atmosphere. In addition to the market's urgent need to know Powell's current attitude, what is more important is whether the Fed has the details of tapering policy.</p><p>Federal Reserve Chairman Jerome Powell made it clear during his recent testimony before Congress that he still sees inflationary pressures as largely temporary and that there is no urgent need to signal an impending policy shift. After all, employment levels are still more than 6 million lower than before the pandemic began, and the latest COVID-19 pandemic adds another layer of uncertainty that can be used to justify inaction.</p><p>But ING strategists talked about the upcoming Jackson Hole Federal Reserve Conference in late August, where Fed officials will begin preparing for tapering quantitative easing and refine it further at the FOMC meeting in September, before formally announcing it in December.</p><p>The economy is growing, although perhaps not as fast as some expected earlier this year. In addition, many enterprises urgently need workers, but millions of people are still unemployed. In recent weeks, vaccination rates have stagnated and the number of infections has risen. Despite this, the Fed is facing tightening pressure, such as tapering QE. But most people still don't expect the Fed to announce any new measures at next week's meeting, but the focus is on whether Powell will put the details of tapering \"on the table\" for discussion.</p><p>Labor market signs suggest the Fed's easing is far from over. Economists and market watchers had hoped that by April, when vaccines were widely available and many economic restrictions began to be lifted, employers would start hiring workers in droves. However, the reality is far less optimistic. According to the latest data from the Bureau of Labor Statistics, non-farm payroll growth has generally been unstable in recent months.</p><p>On the other hand, the current inflationary environment forces the Federal Reserve to consider reducing some of the loose stimulus policies that have been implemented. Three-month moving average data from the Atlanta Federal Reserve Bank showed that even though wages were 3.2% higher in June than a year earlier, inflation rose even higher. The consumer price index rose 5.4% in June compared to a year earlier, meaning inflation-adjusted earnings fell more than 2%. Even the core personal consumption expenditures (Core PCE) measure favored by the Federal Reserve, which excludes volatility in food and energy prices, rose 3.4% in May from a year earlier.</p><p>In fact, a month ago, the Fed raised its inflation forecast for 2021 to 3% from 2.2% in March, but even that may be overly optimistic. Inflation is likely to keep rising for the rest of the year. However, the Fed may not be in a hurry to intervene. In a speech last August, Powell said the Fed has made so many mistakes in the past that he is willing to let prices exceed the central bank's 2% target for a modest period of time before tightening.</p><p>Minutes from the Fed's most recent meeting, though, showed increased interest in discussing tapering bond purchases. The Fed is currently buying $120 billion worth of bonds every month, but a short-term rate hike may still be years away.</p><p>ING strategists believe that although the Federal Reserve is not expected to change policy at its July meeting, the market may hear more news about tapering bond purchase discussions that started in June. The discussion around the issue is likely to heat up at the Jackson Hole conference in August, as the Fed's current signals still favor earlier policy normalization. It talked about Chairman Powell's likelihood of suggesting that while discussions about tapering quantitative easing have begun, there is still a lot of time before they need to draw conclusions on the actions they will take.</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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 Fed's blockbuster July meeting is coming next week! What key points should we focus on?</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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 Fed's blockbuster July meeting is coming next week! What key points should we focus on?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2021-07-24 13:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Federal Reserve will hold its monetary policy meeting on July 27th and 28th. Although the stock market is still optimistic at present, it will meet in an uneasy atmosphere. In addition to the market's urgent need to know Powell's current attitude, what is more important is whether the Fed has the details of tapering policy.</p><p>Federal Reserve Chairman Jerome Powell made it clear during his recent testimony before Congress that he still sees inflationary pressures as largely temporary and that there is no urgent need to signal an impending policy shift. After all, employment levels are still more than 6 million lower than before the pandemic began, and the latest COVID-19 pandemic adds another layer of uncertainty that can be used to justify inaction.</p><p>But ING strategists talked about the upcoming Jackson Hole Federal Reserve Conference in late August, where Fed officials will begin preparing for tapering quantitative easing and refine it further at the FOMC meeting in September, before formally announcing it in December.</p><p>The economy is growing, although perhaps not as fast as some expected earlier this year. In addition, many enterprises urgently need workers, but millions of people are still unemployed. In recent weeks, vaccination rates have stagnated and the number of infections has risen. Despite this, the Fed is facing tightening pressure, such as tapering QE. But most people still don't expect the Fed to announce any new measures at next week's meeting, but the focus is on whether Powell will put the details of tapering \"on the table\" for discussion.</p><p>Labor market signs suggest the Fed's easing is far from over. Economists and market watchers had hoped that by April, when vaccines were widely available and many economic restrictions began to be lifted, employers would start hiring workers in droves. However, the reality is far less optimistic. According to the latest data from the Bureau of Labor Statistics, non-farm payroll growth has generally been unstable in recent months.</p><p>On the other hand, the current inflationary environment forces the Federal Reserve to consider reducing some of the loose stimulus policies that have been implemented. Three-month moving average data from the Atlanta Federal Reserve Bank showed that even though wages were 3.2% higher in June than a year earlier, inflation rose even higher. The consumer price index rose 5.4% in June compared to a year earlier, meaning inflation-adjusted earnings fell more than 2%. Even the core personal consumption expenditures (Core PCE) measure favored by the Federal Reserve, which excludes volatility in food and energy prices, rose 3.4% in May from a year earlier.</p><p>In fact, a month ago, the Fed raised its inflation forecast for 2021 to 3% from 2.2% in March, but even that may be overly optimistic. Inflation is likely to keep rising for the rest of the year. However, the Fed may not be in a hurry to intervene. In a speech last August, Powell said the Fed has made so many mistakes in the past that he is willing to let prices exceed the central bank's 2% target for a modest period of time before tightening.</p><p>Minutes from the Fed's most recent meeting, though, showed increased interest in discussing tapering bond purchases. The Fed is currently buying $120 billion worth of bonds every month, but a short-term rate hike may still be years away.</p><p>ING strategists believe that although the Federal Reserve is not expected to change policy at its July meeting, the market may hear more news about tapering bond purchase discussions that started in June. The discussion around the issue is likely to heat up at the Jackson Hole conference in August, as the Fed's current signals still favor earlier policy normalization. It talked about Chairman Powell's likelihood of suggesting that while discussions about tapering quantitative easing have begun, there is still a lot of time before they need to draw conclusions on the actions they will take.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/520599.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/98a01b74d12bd250d548a4cdbf0d9091","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UDOW":"三倍做多道指30ETF-ProShares","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DJX":"1/100道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/520599.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2153809933","content_text":"美联储于7月27日和28日召开货币政策会议，虽然股市目前情绪还较乐观，它将在一种不安的气氛中开会。除了市场急需知道鲍威尔目前的态度，更重要的是美联储是否已经有了缩减政策细节。\n美联储主席鲍威尔最近在国会作证时明确表示，他仍然认为通胀压力在很大程度上是暂时的，没有任何迫切需要发出政策即将转变的信号。毕竟，就业水平仍比疫情开始前低600多万，而最新的新冠疫情增加了另一层不确定性，可以用来为不采取行动辩护。\n但是ING策略师谈到即将在8月底举行的杰克逊霍尔美联储会议(Jackson Hole Federal Reserve Conference)上，美联储官员将开始为缩减量化宽松做准备，并在9月份的FOMC会议上进一步细化，然后在12月份正式宣布。\n经济正在增长，尽管可能没有今年早些时候一些人预期的那么快。此外许多企业迫切需要工人，但仍有数百万人失业。最近几周，疫苗接种率停滞不前，感染病例数量上升。尽管如此美联储正面临着收紧压力，如缩减QE。但大部分人还是预计美联储不会在下周会议上宣布任何新举措，但焦点是鲍威尔是否会把缩减细节“摆上桌面”来讨论。\n劳动力市场迹象暗示美联储的宽松远没有结束。经济学家和市场观察人士曾希望，到4月份疫苗广泛普及、许多经济限制开始解除的时候，雇主将开始大批雇佣工人。然而，现实却远没有这么乐观。根据美国劳工统计局(Bureau of Labor Statistics)的最新数据显示非农增速在最近数月总体不是很稳定。\n另外一方面，当下通胀环境又让美联储不得不考虑缩减一些已经实施的宽松刺激政策。亚特兰大联邦储备银行的三个月移动平均数据显示，尽管6月份的工资比去年同期高出3.2%，但通货膨胀率却上升得更高。与去年同期相比，6月份消费者价格指数增长了5.4%，这意味着经通胀调整后的收入下降了2%以上。即便是美联储青睐的剔除食品和能源价格波动的核心个人消费支出(Core PCE)指标，5月份也较上年同期上涨了3.4%。\n事实上，一个月前，美联储将2021年的通胀预期从3月份的2.2%上调至3%，但即便如此也可能过于乐观。在今年余下的时间里，通胀可能会持续上升。不过，美联储也未必会不急于介入。在去年8月的一次讲话中，鲍威尔表示，美联储在过去犯了太多的错误，他愿意在收紧之前，让价格在一段适度的时间内超过央行2%的目标。\n不过，美联储最近一次会议的纪要显示，人们对讨论缩减债券购买规模的兴趣有所增加。美联储目前每月购买价值1200亿美元的债券，但短期加息可能仍需数年时间。\nING策略师认为尽管美联储预计在7月份的会议上不会改变政策，但市场可能会听到更多有关6月份开始的缩减购债讨论的消息。在8月份的杰克逊霍尔(Jackson Hole)会议上，围绕这一问题的讨论可能会升温，因为美联储目前发出的信号仍倾向于更早的政策正常化。其谈到鲍威尔主席可能会暗示，虽然有关缩减量化宽松的讨论已经开始，但在他们需要就他们将采取的行动得出结论之前，还有很多时间。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"UPRO":0.9,"ESmain":0.9,"PSQ":0.9,"QID":0.9,"OEX":0.9,"SDOW":0.9,"SQQQ":0.9,"DXD":0.9,"DOG":0.9,"SSO":0.9,"SPY":0.9,"NQmain":0.9,"IVV":0.9,"QLD":0.9,".DJI":0.9,"DJX":0.9,".IXIC":0.9,"MNQmain":0.9,"SPXU":0.9,"QQQ":0.9,"TQQQ":0.9,"OEF":0.9,"SH":0.9,"UDOW":0.9,"SDS":0.9,".SPX":0.9,"DDM":0.9}},"isVote":1,"tweetType":1,"viewCount":3552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175737593,"gmtCreate":1627048905612,"gmtModify":1703483308732,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582711269033683","authorIdStr":"3582711269033683"},"themes":[],"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175737593","repostId":"1180460462","repostType":4,"isVote":1,"tweetType":1,"viewCount":3717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175734108,"gmtCreate":1627048884604,"gmtModify":1703483307576,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582711269033683","authorIdStr":"3582711269033683"},"themes":[],"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175734108","repostId":"1130594083","repostType":4,"repost":{"id":"1130594083","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":1627048820,"share":"https://ttm.financial/m/news/1130594083?lang=en_US&edition=fundamental","pubTime":"2021-07-23 22:00","market":"us","language":"zh","title":"[Change] Popular Chinese concept stocks generally fell, Keike fell more than 23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130594083","media":"老虎资讯综合","summary":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3","content":"<p>On July 23, popular Chinese concept stocks generally fell.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Fell more than 23%,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Fell more than 17%,<a href=\"https://laohu8.com/S/YSG\">Yixian E-commerce</a>Fell more than 14%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>Fell more than 11%,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Fell more than 9%, Dingdong Maicai,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 5%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 4% with Baidu,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 3%.</p><p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>The intraday session is still \"decadent\". In the evening, New Oriental,<a href=\"https://laohu8.com/S/YQ\">Educational Technology Together</a>Many other institutions responded: the \"regulations\" of online transmission have not yet been announced, and the company has not received the notice.</p><p>At the same time, at night<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Lowered TAL price target from $70 to $7.6 and rating from neutral to underweight; JPMorgan downgraded Gaotu to Underweight from Neutral and lowered its price target to $3.50 from $37.<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></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>[Change] Popular Chinese concept stocks generally fell, Keike fell more than 23%</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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[Change] Popular Chinese concept stocks generally fell, Keike fell more than 23%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-07-23 22:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 23, popular Chinese concept stocks generally fell.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Fell more than 23%,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Fell more than 17%,<a href=\"https://laohu8.com/S/YSG\">Yixian E-commerce</a>Fell more than 14%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>Fell more than 11%,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Fell more than 9%, Dingdong Maicai,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 5%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 4% with Baidu,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 3%.</p><p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>The intraday session is still \"decadent\". In the evening, New Oriental,<a href=\"https://laohu8.com/S/YQ\">Educational Technology Together</a>Many other institutions responded: the \"regulations\" of online transmission have not yet been announced, and the company has not received the notice.</p><p>At the same time, at night<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Lowered TAL price target from $70 to $7.6 and rating from neutral to underweight; JPMorgan downgraded Gaotu to Underweight from Neutral and lowered its price target to $3.50 from $37.<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","BEKE":"贝壳","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130594083","content_text":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3%。\n高途、好未来、新东方盘中依旧“颓废”，晚间新东方、一起教育科技等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。\n同时，晚间摩根大通将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175736629,"gmtCreate":1627048815461,"gmtModify":1703483303530,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582711269033683","authorIdStr":"3582711269033683"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175736629","repostId":"2153983294","repostType":4,"isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175798711,"gmtCreate":1627048614433,"gmtModify":1703483289261,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582711269033683","authorIdStr":"3582711269033683"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175798711","repostId":"2153983294","repostType":4,"isVote":1,"tweetType":1,"viewCount":2981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139835685,"gmtCreate":1621605797147,"gmtModify":1704360458543,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582711269033683","authorIdStr":"3582711269033683"},"themes":[],"htmlText":"Yah&nbsp;","listText":"Yah&nbsp;","text":"Yah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/139835685","repostId":"1198850631","repostType":4,"repost":{"id":"1198850631","kind":"news","weMediaInfo":{"introduction":"由前企鹅、阿里、京东战略分析师打造。「东哥解读电商」专注泛电商领域专业深度解读，已有10万电商人投资人关注；旗下「京腾汇」最大的京东、企鹅系创业交流合作社群，汇聚数十位京腾系高管，数十位京腾系投资人，数百家优秀创业公司，诚邀京腾系创业者加入","home_visible":1,"media_name":"东哥解读电商","id":"85","head_image":"https://static.tigerbbs.com/4f094169fff743f5a260999cbbecf739"},"pubTimestamp":1621604619,"share":"https://ttm.financial/m/news/1198850631?lang=en_US&edition=fundamental","pubTime":"2021-05-21 21:43","market":"us","language":"zh","title":"JD.com started the year well: revenue rose another 39% in the first quarter, and the number of annual active users was nearly 500 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1198850631","media":"东哥解读电商","summary":"2021开年红，18岁的京东在讲什么故事？\n北京时间5月19日晚间，京东集团（纳斯达克股票代码：JD；港交所股票代号：9618）发布了2021年第一季度业绩（以下简称2021Q1）。数据显示，京东一季","content":"<p><b>2021 is a good start, 18-year-old<a href=\"https://laohu8.com/S/JD\">JD.com</a>What story is it telling?</b></p><p>On the evening of May 19, Beijing time, JD.com (Nasdaq stock code: JD; Hong Kong Stock Exchange stock code: 9618) released its first quarter results for 2021 (hereinafter referred to as 2021Q1). Data show that JD.com's revenue in the first quarter was 203.2 billion yuan, a year-on-year increase of 39%, exceeding market expectations; At the end of the first quarter, the number of annual active users in JD.com was close to 500 million, with an annual net increase of 112 million.</p><p><img src=\"https://static.tigerbbs.com/cfbabb843d1738f23ff3d65ac74bdc40\" tg-width=\"383\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p><p>Driven by the continued recovery of the domestic consumer market, thanks to the strong growth of brands, merchants and partners, JD.com's main core indicators have achieved unexpected growth. After the results were announced, JD.com (JD.US) closed up 1.2% on May 19, Eastern Time. On May 20, the Hong Kong stock JD.com (09618. HK) rose by more than 5% intraday and closed up 3.7%.</p><p><b>► Overview of Performance</b></p><p>The financial report shows that JD.com's 2021Q1 revenue was 203.2 billion yuan, a year-on-year increase of 39%. Among them, JD.com's retail revenue was 185.8 billion yuan, a year-on-year increase of 35.3%; Net service revenue was 27.9 billion yuan, a year-on-year increase of 73%, and logistics revenue increased 109% year-on-year to 22.4 billion yuan.</p><p>In terms of costs and expenses: JD.com's cost expenditure in the first quarter was 174.1 billion yuan, an increase of 40% from 123.7 billion yuan in the same period last year. Expenses in the first quarter were 27.4 billion yuan, an increase of 36% from 20.2 billion yuan in the same period last year. Among them, the performance cost was 13.8 billion yuan, a year-on-year increase of 33%; Marketing expenses were 7 billion yuan, a year-on-year increase of 56%; R&D expenses were 4.5 billion yuan, a year-on-year increase of 15%; Administrative expenses were 2.2 billion yuan, a year-on-year increase of 56%.</p><p>The resulting gross profit in the first quarter was 29.1 billion yuan, with a gross profit margin of 14.3%; The operating profit in the first quarter was 1.7 billion yuan, and the operating profit margin was 0.8%.</p><p>Under Non-GAAP, JD.com's operating profit in 2021Q1 was 3.5 billion yuan, and its operating profit margin was 4.0%, compared with 3.7% in the same period in 2020.</p><p>The net profit attributable to ordinary shareholders in 2021Q1 was 3.6 billion yuan, compared with 1.1 billion yuan in the same period in 2020. Under Non-GAAP, the net profit attributable to ordinary shareholders in 2021Q1 was 4 billion yuan, compared with 3 billion yuan in the same period in 2020.</p><p>As of March 31, 2021, the number of active purchasing users of JD.com in the past 12 months increased by 29% to 499.8 million from 387.4 million in the same period in 2020. Compared with the end of the first quarter of 2020, there was a significant net increase of 112 million, the largest increase in the same period in history.</p><p>As of March 31, 2021, the number of employees of listed companies and unlisted companies in JD system was approximately 370,000, an increase of nearly 110,000 employees compared with the end of the first quarter of 2020. In the past year alone,<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>26.1 billion yuan was spent on 240,000 front-line employees, with an average monthly expenditure of nearly 10,000 yuan per capita.</p><p>In addition to continuing to invest in logistics and technology to consolidate its own service capabilities, JD.com has also used Jingxi,<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Waiting for new channels to acquire customers, JD.com is expected to maintain steady growth in 2021. It is worth mentioning that with the development of community group buying and other businesses, in the short term, affected by the expansion of expenditures, JD.com will face problems such as profit compression, but they are all controllable and will not last.</p><p><b>► Revenue exceeded 200 billion again, and service revenue surged 73%</b></p><p>In the post-epidemic era, domestic consumption potential has been further released. As a leading e-commerce platform and an open platform for core enterprise services, JD Retail gives priority to enjoying benefits. In the first quarter of 2021, JD.com's revenue increased by 39% year-on-year to 203.2 billion yuan. Among them, the retail business revenue ratio is 91.4%; JD Logistics' revenue ratio is 11%.</p><p><img src=\"https://static.tigerbbs.com/cc26f3be3a01b69989a5ef683b58aa40\" tg-width=\"1053\" tg-height=\"593\" referrerpolicy=\"no-referrer\">Data source: JD.com financial report</p><p>Specifically, JD.com's commodity revenue in the first quarter was 175.282 billion yuan. Among them, the revenue of electronic products and household appliances increased by 34% year-on-year to 104 billion yuan; Revenue from daily necessities increased by 36% year-on-year to 71.276 billion yuan, both exceeding the average growth rate of the market.</p><p>The growth rate of self-operated business daily 100 categories in the same period last year was only 9.8%, and the rapid boost was mainly due to the increase in online shopping demand of urban residents under the background of local Chinese New Year.</p><p>Since the epidemic, JD.com has ensured the reliable supply of basic living needs of hundreds of millions of users' families, resulting in a continuous increase in the sales ratio of daily hundreds and fast-moving consumer goods. A more balanced category development is not only conducive to the increase of gross profit margin, but also boosts the revenue of retail business.</p><p>In addition, JD.com's service revenue in the first quarter increased by 73% year-on-year to 27.894 billion yuan. Among them, driven by the community group buying business, platform and advertising services increased by 48% year-on-year, and logistics and other services increased by 109% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/3e2a828de4fe4e89bcf9198bd515b5d2\" tg-width=\"985\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p>Data source: JD.com financial report</p><p>As of the end of the first quarter, Jingdong community group buying has entered 15 provinces, covering more than 70 cities. The average daily order volume of Jingxi Pinpin has reached 2 million pieces, and the progress has exceeded market expectations. This quarter, JD.com separated community group buying from its core retail business and merged it with the new business part. This shows that JD.com will increase its investment in community group buying this year.</p><p>In addition, the prerequisite for a steady increase in revenue is the improvement of user quality.</p><p><b>► Become JD.com used by nearly 500 million people</b></p><p>As of the first quarter of 2021, the number of annual active users of JD.com has increased by 29% year-on-year to approximately 500 million, with 112 million new users a year, the largest increase in the same period in history. Among them, more than 80% of new active users come from sinking markets.</p><p><img src=\"https://static.tigerbbs.com/35c89fc4abac96d185acd1427fc689c0\" tg-width=\"926\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></p><p>Data source: JD.com financial report</p><p>Since 2019, JD.com has proposed a logistics sinking strategy, and proposed a 24-hour delivery plan for thousands of counties and towns. Even during the 11.11 promotion period in 2020, JD.com can achieve next-day delivery in 92% of districts and counties and 83% of towns and villages across the country. JD Logistics has achieved approximately 100% coverage of all regions, towns and populations in China.</p><p>In order to continue to expand its influence in the sinking market, JD.com has cooperated with<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>Deepen omni-channel cooperation and create a \"one-hour life service circle\" for about 1,400 counties, districts and cities. At the same time, JD.com has also improved the digitalization and operational efficiency of offline retail by integrating core technologies such as \"to-store\", \"to-home\" and omni-channel marketing. The categories of instant consumption have gradually expanded from fast-moving consumer goods, fresh fruits and vegetables, office supplies, etc. to all categories such as mobile communication, computer digital, home appliances, and medicine. Gradually improve \"shopping experience\" and \"commodity richness\".</p><p>In addition, the Jingxi platform has become a stepping stone for JD.com to open up the sinking market. Jingxi APP builds a bridge between low-priced good goods and consumers through the mode of direct supply from factory + direct delivery from origin, and provides one-stop e-commerce solutions for farm-type, factory-type and foreign trade merchants. Since its launch in September 2019, cumulative online sales<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>More than 1 million tons.</p><p>The market generally believes that the growth of the number of users will remain JD.com's largest basic market. The sinking market has raised the ceiling of JD.com's number of users. In the next three years, the number of active users of JD.com will exceed 700 million.</p><p>It is worth mentioning that 2021 is the 18th anniversary of the establishment of JD.com. On the upcoming 618th anniversary, JD.com aims to help more than 230 brands achieve orders exceeding 100 million yuan and help more than 120,000 small and medium-sized brand merchants double their turnover..</p><p>For the e-commerce industry, the mid-year business war is on the verge, which is bound to set off a wave of consumption upgrading; For JD.com, it will help boost revenue in the second quarter and expand its user base.</p><p><b>► Inventory turnover shows its strength and improves self-empowerment of society</b></p><p>JD.COM's smart supply chain and efficient inventory management are ultimately reflected in one indicator-inventory turnover days.</p><p>In the first quarter of 2021, the sales of hundreds of thousands of brands and merchants on the JD.com platform maintained a rapid growth momentum. JD.com's continuous technological innovation and open services also led to a significant improvement in the operational turnover efficiency of partners. JD.com's inventory turnover days further dropped to 31.2 days, a sharp drop of 4.2 days compared with the first quarter of last year, setting a record for faster inventory turnover days than in previous peak consumption seasons.</p><p>On the premise of millions of SKUs, JD.com has maintained a ratio of<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>With stronger inventory turnover capabilities, operational efficiency is second to none. This also means that under the normalization of the epidemic, JD.com's supply chain management level has improved, its inventory liquidity has become stronger and stronger, and its short-term debt repayment risks will also be weakened.</p><p>The reason why JD.com can efficiently manage inventory is inseparable from the efficient supply chain it has built for decades. Over the years, JD.com has created a system covering the entire process of product procurement, inventory, and contract fulfillment<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Decision-making system, so as to build an efficient channel from the supply side to the demand side.</p><p>JD.com has been consolidating its supply chain and technology for decades, not only paving the way for the development of retail business, but also achieving a win-win situation with society.</p><p>Mr. Liu Qiangdong, Chairman and CEO of JD.COM Group, said, \"Since its establishment, JD.COM has always been known for its focus on serving consumers. At the same time, with its advanced supply chain infrastructure, JD.COM has become the preferred partner for millions of enterprises to reduce costs and increase efficiency.\"</p><p>As of March 31, 2021, JD Logistics operated more than 1,000 warehouses, including the cloud warehouse area managed by JD Logistics, with a total storage area of more than 21 million square meters. In April, JD Logistics and<a href=\"https://laohu8.com/S/00700\">Tencent</a>Smart Retail jointly launched Jingteng Yuncang, focusing on warehousing enterprises, MCN institutions, brand merchants, e-commerce customers, etc., providing one-stop solutions of business flow + marketing flow + logistics.</p><p>As an integrated supply chain solution and logistics service provider, the number of JD logistics service enterprise customers has exceeded 190,000 in 2020, and it has provided integrated supply chain services to 52,700 enterprises. The revenue of integrated supply chain customers accounts for 75.8% of the total revenue.</p><p>Now, the bigger and stronger JD Logistics has officially started the listing process on the Hong Kong stock market and is expected to be listed on May 28. This is also the first step after JD.com and<a href=\"https://laohu8.com/S/06618\">JD Health</a>After that, JD.com appeared as the second listed company in the capital market.</p><p><img src=\"https://static.tigerbbs.com/1a791ea2e13dffb8c26c302c5dc5427c\" tg-width=\"790\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p>Prior to this, JD.com had completed the integration of cloud and AI business and JD Digital, and JD Technology Group was formally established. JD.COM Technology has now become the core platform for the whole JD.COM system to provide technical services to the outside world.</p><p>In addition, JD Health also launched the \"Rare Disease Care Plan\" in the first quarter. By connecting forces from all walks of life, it created a one-stop solution platform for \"medicine, medicine, insurance, and public welfare\" for rare diseases, with comprehensive rare disease drugs and medical services, to help alleviate the three major problems of rare disease groups: difficulty in diagnosing and seeking medical treatment, difficulty in accessing medicines, and difficulty in paying for medicines.</p><p>This JD.com, which we classify as an e-commerce platform, has continuously innovated under the impetus of Internet iteration and consumer demand upgrade, accumulated advanced technology and ecological operation experience, and continued to develop various new business segments, increasing the valuation of JD.com.</p><p><b>► Penfolds encourages plans to promote rural revitalization</b></p><p>More than 80% of front-line employees in JD.com come from rural areas, which is very rare. With the help of the digital and intelligent social supply chain capabilities, more and more employees and platform entrepreneurs have realized that they have never left their homes. Through them, JD.com has also extended its warmer services to the vast urban and rural areas, becoming an important force in rural revitalization. one.</p><p>Last year, JD.com released the goal of \"driving the growth of rural output value of one trillion yuan in three years\", which is intended to help a large number of rural areas achieve industrial revitalization, help more farmers share the dividends of the industrial chain, and achieve common prosperity.</p><p>Why is JD.com committed to rural revitalization? For a long time, the industries in rural areas are generally small and scattered, and the degree of standardization is not high, which also leads to low industrial efficiency and insufficient market competitiveness.</p><p>The opportunity lies in the fact that agricultural products are affected by the regional climate, and it is easy to form industrial belts. The agglomeration effect of industrial belt is conducive to promoting the large-scale production of agricultural products, thus forming a new industrialized management mode of \"e-commerce + leading enterprises/cooperatives + industries + farmers\" and enhancing the scale efficiency and market competitiveness of agricultural products. In the middle, a lot of technical and resource support is needed.</p><p>Therefore, JD.com has fully opened up its own technology and supply chain capabilities, lowered the market competition threshold for township enterprises and agricultural product enterprises, and allowed the industrial chain to take root in towns and villages. By establishing a large and medium-sized platform for the circulation of agricultural products, JD.com helps rural areas to build a closed loop of industrial chain, supply chain, and ecological chain, and supports rural areas to truly build sustainable industrial capabilities. In April this year, JD.com announced the panorama of its digital rural business for the first time, launched a complete solution system, and exported core values from five aspects: logistics, brand, industry, technology, and employment.</p><p>Looking back on the past few years, JD.com's cause of helping farmers and revitalizing rural areas has not only enriched the city's vegetable basket and fruit plate, but also enabled more agricultural enterprises and the new generation of farmers to embark on the path of digital development.</p><p>In April this year, JD.com announced the panorama of its digital rural business for the first time, exporting core values from five aspects: logistics, brand, industry, technology, and employment, and is committed to promoting the circulation of agricultural products in large and medium-sized platforms, JD.com Origin Warehouse/Cloud Warehouse, JD.com Farm, JD.com Industrial Belt, Smart County System, Regional Public Brand and other landing projects.</p><p><img src=\"https://static.tigerbbs.com/ab8f9ff2aa354edbe8ef07d141e55788\" tg-width=\"1080\" tg-height=\"1005\" referrerpolicy=\"no-referrer\"></p><p>JD.com has accumulated advanced technology and leading ecological operation experience, but it has not been immune to itself. Instead, it has opened the core technology to the society. On the occasion of the 18th anniversary, JD.com once again proved the correctness of every decision in the past with its performance.</p><p>At present, 14 institutions have updated their ratings and target prices on JD.com, of which 8 have given JD.com a target price of US $100 or more, which is more than 40% potential upside compared with the current price, and 5 believe that JD.com's Hong Kong stocks have a potential increase of more than 23%. potential increase.</p><p>In the post-epidemic era, the trend of continuous recovery of the consumer market remains unchanged. JD.com will also give full play to the effectiveness of the digital and intelligent social supply chain, help consumer and supply-side enterprises reduce costs and increase efficiency with technology and innovation, and create more extreme consumption for users. experience, create tangible benefits for brands and businesses, and create more value for society.</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>JD.com started the year well: revenue rose another 39% in the first quarter, and the number of annual active users was nearly 500 million</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nJD.com started the year well: revenue rose another 39% in the first quarter, and the number of annual active users was nearly 500 million\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/85\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4f094169fff743f5a260999cbbecf739);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">东哥解读电商 </p>\n<p class=\"h-time smaller\">2021-05-21 21:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>2021 is a good start, 18-year-old<a href=\"https://laohu8.com/S/JD\">JD.com</a>What story is it telling?</b></p><p>On the evening of May 19, Beijing time, JD.com (Nasdaq stock code: JD; Hong Kong Stock Exchange stock code: 9618) released its first quarter results for 2021 (hereinafter referred to as 2021Q1). Data show that JD.com's revenue in the first quarter was 203.2 billion yuan, a year-on-year increase of 39%, exceeding market expectations; At the end of the first quarter, the number of annual active users in JD.com was close to 500 million, with an annual net increase of 112 million.</p><p><img src=\"https://static.tigerbbs.com/cfbabb843d1738f23ff3d65ac74bdc40\" tg-width=\"383\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p><p>Driven by the continued recovery of the domestic consumer market, thanks to the strong growth of brands, merchants and partners, JD.com's main core indicators have achieved unexpected growth. After the results were announced, JD.com (JD.US) closed up 1.2% on May 19, Eastern Time. On May 20, the Hong Kong stock JD.com (09618. HK) rose by more than 5% intraday and closed up 3.7%.</p><p><b>► Overview of Performance</b></p><p>The financial report shows that JD.com's 2021Q1 revenue was 203.2 billion yuan, a year-on-year increase of 39%. Among them, JD.com's retail revenue was 185.8 billion yuan, a year-on-year increase of 35.3%; Net service revenue was 27.9 billion yuan, a year-on-year increase of 73%, and logistics revenue increased 109% year-on-year to 22.4 billion yuan.</p><p>In terms of costs and expenses: JD.com's cost expenditure in the first quarter was 174.1 billion yuan, an increase of 40% from 123.7 billion yuan in the same period last year. Expenses in the first quarter were 27.4 billion yuan, an increase of 36% from 20.2 billion yuan in the same period last year. Among them, the performance cost was 13.8 billion yuan, a year-on-year increase of 33%; Marketing expenses were 7 billion yuan, a year-on-year increase of 56%; R&D expenses were 4.5 billion yuan, a year-on-year increase of 15%; Administrative expenses were 2.2 billion yuan, a year-on-year increase of 56%.</p><p>The resulting gross profit in the first quarter was 29.1 billion yuan, with a gross profit margin of 14.3%; The operating profit in the first quarter was 1.7 billion yuan, and the operating profit margin was 0.8%.</p><p>Under Non-GAAP, JD.com's operating profit in 2021Q1 was 3.5 billion yuan, and its operating profit margin was 4.0%, compared with 3.7% in the same period in 2020.</p><p>The net profit attributable to ordinary shareholders in 2021Q1 was 3.6 billion yuan, compared with 1.1 billion yuan in the same period in 2020. Under Non-GAAP, the net profit attributable to ordinary shareholders in 2021Q1 was 4 billion yuan, compared with 3 billion yuan in the same period in 2020.</p><p>As of March 31, 2021, the number of active purchasing users of JD.com in the past 12 months increased by 29% to 499.8 million from 387.4 million in the same period in 2020. Compared with the end of the first quarter of 2020, there was a significant net increase of 112 million, the largest increase in the same period in history.</p><p>As of March 31, 2021, the number of employees of listed companies and unlisted companies in JD system was approximately 370,000, an increase of nearly 110,000 employees compared with the end of the first quarter of 2020. In the past year alone,<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>26.1 billion yuan was spent on 240,000 front-line employees, with an average monthly expenditure of nearly 10,000 yuan per capita.</p><p>In addition to continuing to invest in logistics and technology to consolidate its own service capabilities, JD.com has also used Jingxi,<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Waiting for new channels to acquire customers, JD.com is expected to maintain steady growth in 2021. It is worth mentioning that with the development of community group buying and other businesses, in the short term, affected by the expansion of expenditures, JD.com will face problems such as profit compression, but they are all controllable and will not last.</p><p><b>► Revenue exceeded 200 billion again, and service revenue surged 73%</b></p><p>In the post-epidemic era, domestic consumption potential has been further released. As a leading e-commerce platform and an open platform for core enterprise services, JD Retail gives priority to enjoying benefits. In the first quarter of 2021, JD.com's revenue increased by 39% year-on-year to 203.2 billion yuan. Among them, the retail business revenue ratio is 91.4%; JD Logistics' revenue ratio is 11%.</p><p><img src=\"https://static.tigerbbs.com/cc26f3be3a01b69989a5ef683b58aa40\" tg-width=\"1053\" tg-height=\"593\" referrerpolicy=\"no-referrer\">Data source: JD.com financial report</p><p>Specifically, JD.com's commodity revenue in the first quarter was 175.282 billion yuan. Among them, the revenue of electronic products and household appliances increased by 34% year-on-year to 104 billion yuan; Revenue from daily necessities increased by 36% year-on-year to 71.276 billion yuan, both exceeding the average growth rate of the market.</p><p>The growth rate of self-operated business daily 100 categories in the same period last year was only 9.8%, and the rapid boost was mainly due to the increase in online shopping demand of urban residents under the background of local Chinese New Year.</p><p>Since the epidemic, JD.com has ensured the reliable supply of basic living needs of hundreds of millions of users' families, resulting in a continuous increase in the sales ratio of daily hundreds and fast-moving consumer goods. A more balanced category development is not only conducive to the increase of gross profit margin, but also boosts the revenue of retail business.</p><p>In addition, JD.com's service revenue in the first quarter increased by 73% year-on-year to 27.894 billion yuan. Among them, driven by the community group buying business, platform and advertising services increased by 48% year-on-year, and logistics and other services increased by 109% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/3e2a828de4fe4e89bcf9198bd515b5d2\" tg-width=\"985\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p>Data source: JD.com financial report</p><p>As of the end of the first quarter, Jingdong community group buying has entered 15 provinces, covering more than 70 cities. The average daily order volume of Jingxi Pinpin has reached 2 million pieces, and the progress has exceeded market expectations. This quarter, JD.com separated community group buying from its core retail business and merged it with the new business part. This shows that JD.com will increase its investment in community group buying this year.</p><p>In addition, the prerequisite for a steady increase in revenue is the improvement of user quality.</p><p><b>► Become JD.com used by nearly 500 million people</b></p><p>As of the first quarter of 2021, the number of annual active users of JD.com has increased by 29% year-on-year to approximately 500 million, with 112 million new users a year, the largest increase in the same period in history. Among them, more than 80% of new active users come from sinking markets.</p><p><img src=\"https://static.tigerbbs.com/35c89fc4abac96d185acd1427fc689c0\" tg-width=\"926\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></p><p>Data source: JD.com financial report</p><p>Since 2019, JD.com has proposed a logistics sinking strategy, and proposed a 24-hour delivery plan for thousands of counties and towns. Even during the 11.11 promotion period in 2020, JD.com can achieve next-day delivery in 92% of districts and counties and 83% of towns and villages across the country. JD Logistics has achieved approximately 100% coverage of all regions, towns and populations in China.</p><p>In order to continue to expand its influence in the sinking market, JD.com has cooperated with<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>Deepen omni-channel cooperation and create a \"one-hour life service circle\" for about 1,400 counties, districts and cities. At the same time, JD.com has also improved the digitalization and operational efficiency of offline retail by integrating core technologies such as \"to-store\", \"to-home\" and omni-channel marketing. The categories of instant consumption have gradually expanded from fast-moving consumer goods, fresh fruits and vegetables, office supplies, etc. to all categories such as mobile communication, computer digital, home appliances, and medicine. Gradually improve \"shopping experience\" and \"commodity richness\".</p><p>In addition, the Jingxi platform has become a stepping stone for JD.com to open up the sinking market. Jingxi APP builds a bridge between low-priced good goods and consumers through the mode of direct supply from factory + direct delivery from origin, and provides one-stop e-commerce solutions for farm-type, factory-type and foreign trade merchants. Since its launch in September 2019, cumulative online sales<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>More than 1 million tons.</p><p>The market generally believes that the growth of the number of users will remain JD.com's largest basic market. The sinking market has raised the ceiling of JD.com's number of users. In the next three years, the number of active users of JD.com will exceed 700 million.</p><p>It is worth mentioning that 2021 is the 18th anniversary of the establishment of JD.com. On the upcoming 618th anniversary, JD.com aims to help more than 230 brands achieve orders exceeding 100 million yuan and help more than 120,000 small and medium-sized brand merchants double their turnover..</p><p>For the e-commerce industry, the mid-year business war is on the verge, which is bound to set off a wave of consumption upgrading; For JD.com, it will help boost revenue in the second quarter and expand its user base.</p><p><b>► Inventory turnover shows its strength and improves self-empowerment of society</b></p><p>JD.COM's smart supply chain and efficient inventory management are ultimately reflected in one indicator-inventory turnover days.</p><p>In the first quarter of 2021, the sales of hundreds of thousands of brands and merchants on the JD.com platform maintained a rapid growth momentum. JD.com's continuous technological innovation and open services also led to a significant improvement in the operational turnover efficiency of partners. JD.com's inventory turnover days further dropped to 31.2 days, a sharp drop of 4.2 days compared with the first quarter of last year, setting a record for faster inventory turnover days than in previous peak consumption seasons.</p><p>On the premise of millions of SKUs, JD.com has maintained a ratio of<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>With stronger inventory turnover capabilities, operational efficiency is second to none. This also means that under the normalization of the epidemic, JD.com's supply chain management level has improved, its inventory liquidity has become stronger and stronger, and its short-term debt repayment risks will also be weakened.</p><p>The reason why JD.com can efficiently manage inventory is inseparable from the efficient supply chain it has built for decades. Over the years, JD.com has created a system covering the entire process of product procurement, inventory, and contract fulfillment<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Decision-making system, so as to build an efficient channel from the supply side to the demand side.</p><p>JD.com has been consolidating its supply chain and technology for decades, not only paving the way for the development of retail business, but also achieving a win-win situation with society.</p><p>Mr. Liu Qiangdong, Chairman and CEO of JD.COM Group, said, \"Since its establishment, JD.COM has always been known for its focus on serving consumers. At the same time, with its advanced supply chain infrastructure, JD.COM has become the preferred partner for millions of enterprises to reduce costs and increase efficiency.\"</p><p>As of March 31, 2021, JD Logistics operated more than 1,000 warehouses, including the cloud warehouse area managed by JD Logistics, with a total storage area of more than 21 million square meters. In April, JD Logistics and<a href=\"https://laohu8.com/S/00700\">Tencent</a>Smart Retail jointly launched Jingteng Yuncang, focusing on warehousing enterprises, MCN institutions, brand merchants, e-commerce customers, etc., providing one-stop solutions of business flow + marketing flow + logistics.</p><p>As an integrated supply chain solution and logistics service provider, the number of JD logistics service enterprise customers has exceeded 190,000 in 2020, and it has provided integrated supply chain services to 52,700 enterprises. The revenue of integrated supply chain customers accounts for 75.8% of the total revenue.</p><p>Now, the bigger and stronger JD Logistics has officially started the listing process on the Hong Kong stock market and is expected to be listed on May 28. This is also the first step after JD.com and<a href=\"https://laohu8.com/S/06618\">JD Health</a>After that, JD.com appeared as the second listed company in the capital market.</p><p><img src=\"https://static.tigerbbs.com/1a791ea2e13dffb8c26c302c5dc5427c\" tg-width=\"790\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p>Prior to this, JD.com had completed the integration of cloud and AI business and JD Digital, and JD Technology Group was formally established. JD.COM Technology has now become the core platform for the whole JD.COM system to provide technical services to the outside world.</p><p>In addition, JD Health also launched the \"Rare Disease Care Plan\" in the first quarter. By connecting forces from all walks of life, it created a one-stop solution platform for \"medicine, medicine, insurance, and public welfare\" for rare diseases, with comprehensive rare disease drugs and medical services, to help alleviate the three major problems of rare disease groups: difficulty in diagnosing and seeking medical treatment, difficulty in accessing medicines, and difficulty in paying for medicines.</p><p>This JD.com, which we classify as an e-commerce platform, has continuously innovated under the impetus of Internet iteration and consumer demand upgrade, accumulated advanced technology and ecological operation experience, and continued to develop various new business segments, increasing the valuation of JD.com.</p><p><b>► Penfolds encourages plans to promote rural revitalization</b></p><p>More than 80% of front-line employees in JD.com come from rural areas, which is very rare. With the help of the digital and intelligent social supply chain capabilities, more and more employees and platform entrepreneurs have realized that they have never left their homes. Through them, JD.com has also extended its warmer services to the vast urban and rural areas, becoming an important force in rural revitalization. one.</p><p>Last year, JD.com released the goal of \"driving the growth of rural output value of one trillion yuan in three years\", which is intended to help a large number of rural areas achieve industrial revitalization, help more farmers share the dividends of the industrial chain, and achieve common prosperity.</p><p>Why is JD.com committed to rural revitalization? For a long time, the industries in rural areas are generally small and scattered, and the degree of standardization is not high, which also leads to low industrial efficiency and insufficient market competitiveness.</p><p>The opportunity lies in the fact that agricultural products are affected by the regional climate, and it is easy to form industrial belts. The agglomeration effect of industrial belt is conducive to promoting the large-scale production of agricultural products, thus forming a new industrialized management mode of \"e-commerce + leading enterprises/cooperatives + industries + farmers\" and enhancing the scale efficiency and market competitiveness of agricultural products. In the middle, a lot of technical and resource support is needed.</p><p>Therefore, JD.com has fully opened up its own technology and supply chain capabilities, lowered the market competition threshold for township enterprises and agricultural product enterprises, and allowed the industrial chain to take root in towns and villages. By establishing a large and medium-sized platform for the circulation of agricultural products, JD.com helps rural areas to build a closed loop of industrial chain, supply chain, and ecological chain, and supports rural areas to truly build sustainable industrial capabilities. In April this year, JD.com announced the panorama of its digital rural business for the first time, launched a complete solution system, and exported core values from five aspects: logistics, brand, industry, technology, and employment.</p><p>Looking back on the past few years, JD.com's cause of helping farmers and revitalizing rural areas has not only enriched the city's vegetable basket and fruit plate, but also enabled more agricultural enterprises and the new generation of farmers to embark on the path of digital development.</p><p>In April this year, JD.com announced the panorama of its digital rural business for the first time, exporting core values from five aspects: logistics, brand, industry, technology, and employment, and is committed to promoting the circulation of agricultural products in large and medium-sized platforms, JD.com Origin Warehouse/Cloud Warehouse, JD.com Farm, JD.com Industrial Belt, Smart County System, Regional Public Brand and other landing projects.</p><p><img src=\"https://static.tigerbbs.com/ab8f9ff2aa354edbe8ef07d141e55788\" tg-width=\"1080\" tg-height=\"1005\" referrerpolicy=\"no-referrer\"></p><p>JD.com has accumulated advanced technology and leading ecological operation experience, but it has not been immune to itself. Instead, it has opened the core technology to the society. On the occasion of the 18th anniversary, JD.com once again proved the correctness of every decision in the past with its performance.</p><p>At present, 14 institutions have updated their ratings and target prices on JD.com, of which 8 have given JD.com a target price of US $100 or more, which is more than 40% potential upside compared with the current price, and 5 believe that JD.com's Hong Kong stocks have a potential increase of more than 23%. potential increase.</p><p>In the post-epidemic era, the trend of continuous recovery of the consumer market remains unchanged. JD.com will also give full play to the effectiveness of the digital and intelligent social supply chain, help consumer and supply-side enterprises reduce costs and increase efficiency with technology and innovation, and create more extreme consumption for users. experience, create tangible benefits for brands and businesses, and create more value for society.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6d614d2a350aedef2a05b5cddc42006","relate_stocks":{"09618":"京东集团-SW","JD":"京东","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198850631","content_text":"2021开年红，18岁的京东在讲什么故事？\n北京时间5月19日晚间，京东集团（纳斯达克股票代码：JD；港交所股票代号：9618）发布了2021年第一季度业绩（以下简称2021Q1）。数据显示，京东一季度营收2032亿元，同比增长39%，超出市场预期；一季度末，京东年度活跃用户数接近5亿，年净增1.12亿人。\n\n在国内消费市场持续复苏的带动下，得益于品牌、商家及合作伙伴的强劲增长，京东主要核心指标获得超预期增长。业绩公布后，美东时间5月19日收盘京东(JD.US)上涨1.2%，5月20日港股京东(09618.HK)盘中最高涨超5%，收涨3.7%。\n► 业绩一览\n财报显示，京东2021Q1营收为2032亿元，同比增长39%。其中，京东零售营收为1858亿元，同比增长35.3%；净服务营收为279亿元，同比大涨73%，物流收入同比增长109%至224亿元。\n成本和费用方面：京东一季度成本支出1741亿元，较上年同期的1237亿元增长40%。一季度费用支出274亿元，较上年同期的202亿元增长36%。其中，履约费用138亿元，同比增长33%；营销费用70亿元，同比增长56%；研发费用45亿元，同比增长15%；管理费用22亿元，同比增长56%。\n由此带来的一季度毛利润为291亿元，毛利率达到14.3%；一季度运营利润为17亿元，运营利润率为0.8%。\n非美国通用会计准则下（Non-GAAP），京东2021Q1运营利润为35亿元，运营利润率为4.0%，2020年同期为3.7%。\n2021Q1归属于普通股股东的净利润为36亿元，2020年同期为11亿元。非美国通用会计准则下（Non-GAAP），2021Q1归属于普通股股东的净利润为40亿元，2020年同期为30亿元。\n截至2021年3月31日，京东过去12个月的活跃购买用户数较2020年同期的3.874亿增长29%至4.998亿。较2020年第一季度末大幅净增了1.12亿，创历史最大同期增幅。\n截至2021年3月31日，京东体系上市公司及非上市公司员工数约37万人，较2020年第一季度末新增了将近11万名员工。仅过去的一年间，京东物流为24万一线员工支出了261亿元，人均月支出近万元。\n除了持续投资物流及技术，巩固自身服务能力，京东也通过京喜、抖音等新渠道获客，预计2021年京东可保持稳定增长。值得一提的是，随着社区团购等业务的发展，短期内，受支出扩大的影响，京东会面临利润压缩等问题，但都可控且不会持续。\n► 营收再破两千亿，服务收入大涨73%\n后疫情时代，国内消费潜力进一步释放，京东零售作为头部电商平台以及核心企业服务开放平台，优先享受利好。2021年第一季度，京东营收同比增长39%至2032亿元。其中，零售业务营收比例91.4%；京东物流营收比例11%。\n数据来源：京东财报\n具体来看，京东一季度商品收入1752.82亿元。其中，电子产品及家用电器商品收入同比增长34%至1040亿元；日用百货商品收入同比增长36%至712.76亿元，均超过市场平均增速。\n自营业务日百品类去年同期增速仅为9.8%，迅速提振主要受益于就地过年背景下城市居民网购需求增加。\n自疫情以来，京东确保亿万用户家庭基本生活所需的可靠供应，致使日百、快消品的销售比例不断提升。更加均衡的品类发展不仅有利毛利率的提升，亦会促进零售业务的营收。\n此外，京东一季度服务收入同比增长73%至278.94亿元。其中，受社区团购业务拉动，平台及广告服务同比增长48%，物流及其他服务同比增长109%。\n\n数据来源：京东财报\n截至一季度末，京东社区团购已进入15个省份，覆盖70余个城市，京喜拼拼日均订单量达到200万件，进展超过市场预期。本季度京东把社区团购从核心零售业务中分离出来，将其与新业务部分合并，由此可见京东今年将加大对社区团购的投入。\n除此之外，营收稳定上涨的前提是用户质量提升。\n► 成为近5亿人都在用的京东\n截至2021年第一季度，京东年度活跃用户数同比增加29%至约5亿，一年新增1.12亿用户，创历史同期最大增幅。其中，超过80%的新增活跃用户来自下沉市场。\n\n数据来源：京东财报\n2019年开始京东提出物流下沉战略，并提出千县万镇24小时达计划。即使在2020年11.11大促期间，京东也能实现全国92%的区县、83%的乡镇次日达。京东物流对全国所有地区、城镇和人口已实现约100%的覆盖。\n为了继续扩大在下沉市场的影响力，京东已经与达达集团深化全渠道合作，为约1400个县区市打造“1小时生活服务圈”。同时，京东也通过整合“到店”、“到家”、全渠道营销等核心技术，提升线下零售的数字化和运营效率。即时消费的品类也从快消品、生鲜果蔬、办公用品等逐渐拓展到手机通讯、电脑数码、家电、医药等全品类。逐渐完善“购物体验”和“商品丰富度”。\n此外，京喜平台已经成为京东打开下沉市场的敲门砖。京喜APP通过工厂直供+产地直发模式，在低价好货和消费者之间搭建起一座桥梁，为农场型、工厂型和外贸型商家提供了一站式电商解决方案。自2019年9月上线至今，线上累计销售农产品超过100万吨。\n市场普遍认为，用户数增长仍将是京东最大的基本盘，下沉市场提高了京东的用户数天花板，未来三年京东活跃用户数将突破7亿。\n值得一提的是，2021年是京东成立的第18周年，在即将到来的618周年庆上，京东目标帮助超过230个品牌实现下单金额破亿，帮助超过12万中小品牌商家成交额翻倍。\n对电商行业而言，年中商战一触即发，势必掀起消费升级的浪潮；对京东而言，利于提振第二季度的营收、扩大用户群。\n► 库存周转尽显实力，提升自我赋能社会\n京东的智慧供应链及高效库存管理最终都体现在一个指标上——库存周转天数。\n在2021年第一季度，数十万品牌和商家在京东平台上的销售保持高速增长势头，京东持续的技术创新和开放服务，也带动了合作伙伴运营周转效率显著提升。京东的库存周转天数进一步下降至31.2天，同比去年一季度大幅下降了4.2天，创下了比往年消费旺季更快的库存周转天数纪录。\n京东在百万SKU的前提下，保持了比沃尔玛、亚马逊等更强的库存周转能力，运营效率可谓首屈一指。也这意味着，疫情常态化之下，京东的供应链管理水平提升，存货变现能力越来越强，面临的短期偿债风险也会被弱化。\n京东之所以能高效管理库存，离不开其数十年打造的高效供应链。多年来，京东打造了覆盖商品采购、库存、履约等全流程的智能决策系统，从而构建起从供给侧到需求侧的高效通道。\n京东数十年如一日地巩固供应链及技术，不仅是为零售业务发展做铺垫，更实现了与社会的共赢。\n京东集团董事会主席兼首席执行官刘强东先生表示，“自成立以来，京东一贯以专注服务消费者见长。与此同时，凭借先进的供应链基础设施，京东已成为数百万企业降本增效的首选合作伙伴。”\n截至2021年3月31日，京东物流运营超过1,000个仓库，包含京东物流管理的云仓面积在内，仓储总面积超过2,100万平方米。在4月份，京东物流与腾讯智能零售联合推出京腾云仓，重点面向仓储企业、MCN机构、品牌商家、电商客户等，提供商流+营销流+物流的一站式解决方案。\n作为一体化供应链解决方案及物流服务商，2020年京东物流服务企业客户数已超过19万，并为5.27万家企业提供一体化供应链服务，一体化供应链客户的收入占总收入的比重达到75.8%。\n现在，更大更强的京东物流，已经正式在港股启动上市程序，预计于5月28日挂牌。这也是继京东集团和京东健康之后，京东亮相资本市场的第二家上市公司。\n\n在此之前，京东已经完成了云与AI业务和京东数科的整合，京东科技集团正式成立。京东科技现已成为整个京东体系对外提供技术服务的核心平台。\n另外，京东健康也在一季度发起“罕见病关爱计划”，通过连接社会各界力量，打造罕见病“医、药、险、公益”一站式解决平台，以全面的罕见病药品和医疗服务，助力缓解罕见病群体确诊就医难、药品可及难、药品支付难三大问题。\n这个被我们归类在电商平台的京东，已经在互联网迭代、消费需求升级的推动下不断革新，积累了先进技术与生态运营经验，各项新的业务板块持续展开，为京东的估值加码。\n► 奔富助长计划发力乡村振兴\n京东上超过八成的一线员工来自于农村地区，这非常难得。借助于数智化社会供应链能力，越来越多的员工和平台创业者实现了离土不离乡，京东也通过他们把更有温度的服务延伸到广袤的城乡，成为乡村振兴的重要力量之一。\n去年，京东发布了“三年带动农村一万亿产值成长”的目标，意在帮助一大批乡村实现产业振兴，帮助更多农民分享产业链红利，实现共同富裕。\n为什么京东致力于乡村振兴？长期以来，农村地区的产业普遍存在小而散、标准化程度不高的问题，这也导致了产业效率低下，市场竞争力不足。\n契机在于，农产品受到地域气候的有影响，很容易形成产业带。产业带的聚集效应有利于促进农产品规模化生产，从而形成“电商+龙头企业/合作社+产业+农户”的产业化经营新模式，提升农产品的规模效益和市场竞争力。这中间，需要大量的技术和资源支持。\n因此，京东充分开放自身的技术和供应链能力，降低乡镇企业、农产品企业的市场竞争门槛，让产业链在乡镇扎下根。通过组建农产品流通大中台，京东帮助农村地区打造产业链、供应链、生态链的闭环，支持农村真正构建起可持续发展的产业能力。在今年4月，京东首次对外公布了数字乡村业务全景图，推出了完整的解决方案体系，从物流、品牌、产业、科技、就业五个方面输出核心价值。\n回顾过去几年，京东的助农振乡事业不但丰富了城市的菜篮子、果盘子，还使更多农业企业及新生代农民走上数字化发展道路。\n今年4月，京东首次对外公布了数字乡村业务全景图，从物流、品牌、产业、科技、就业五个方面输出核心价值，致力于推动农产品流通大中台、京东产地仓/云仓、京东农场、京东产业带、智慧县域系统、区域公用品牌等落地项目。\n\n京东积累了先进技术与领先生态运营经验，却没有独善其身，而是将最核心的技术开放给社会。在18周年之际，京东再次用业绩证明了过去每一项决策的正确性。\n目前已有14家机构更新对京东的评级及目标价，其中8家给予京东美股目标价达到或超过100美元，即较现价有超过40%的潜在上涨空间，5家认为京东港股有超过23%的潜在涨幅。\n后疫情时代，消费市场持续复苏的态势不变，京东也将发挥数智化社会供应链的效能，以技术与创新助力消费端、供给端的企业降本增效，为用户打造更极致的消费体验，为品牌和商家创造实实在在的收益，为社会创造更多的价值。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"JD":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":174500074,"gmtCreate":1627106924798,"gmtModify":1703484384859,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582711269033683","idStr":"3582711269033683"},"themes":[],"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174500074","repostId":"2153809933","repostType":4,"repost":{"id":"2153809933","kind":"highlight","pubTimestamp":1627105483,"share":"https://ttm.financial/m/news/2153809933?lang=en_US&edition=fundamental","pubTime":"2021-07-24 13:44","market":"hk","language":"zh","title":"The Fed's blockbuster July meeting is coming next week! What key points should we focus on?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153809933","media":"智通财经网","summary":"美联储于7月27日和28日召开货币政策会议，虽然股市目前情绪还较乐观，它将在一种不安的气氛中开会。","content":"<p>The Federal Reserve will hold its monetary policy meeting on July 27th and 28th. Although the stock market is still optimistic at present, it will meet in an uneasy atmosphere. In addition to the market's urgent need to know Powell's current attitude, what is more important is whether the Fed has the details of tapering policy.</p><p>Federal Reserve Chairman Jerome Powell made it clear during his recent testimony before Congress that he still sees inflationary pressures as largely temporary and that there is no urgent need to signal an impending policy shift. After all, employment levels are still more than 6 million lower than before the pandemic began, and the latest COVID-19 pandemic adds another layer of uncertainty that can be used to justify inaction.</p><p>But ING strategists talked about the upcoming Jackson Hole Federal Reserve Conference in late August, where Fed officials will begin preparing for tapering quantitative easing and refine it further at the FOMC meeting in September, before formally announcing it in December.</p><p>The economy is growing, although perhaps not as fast as some expected earlier this year. In addition, many enterprises urgently need workers, but millions of people are still unemployed. In recent weeks, vaccination rates have stagnated and the number of infections has risen. Despite this, the Fed is facing tightening pressure, such as tapering QE. But most people still don't expect the Fed to announce any new measures at next week's meeting, but the focus is on whether Powell will put the details of tapering \"on the table\" for discussion.</p><p>Labor market signs suggest the Fed's easing is far from over. Economists and market watchers had hoped that by April, when vaccines were widely available and many economic restrictions began to be lifted, employers would start hiring workers in droves. However, the reality is far less optimistic. According to the latest data from the Bureau of Labor Statistics, non-farm payroll growth has generally been unstable in recent months.</p><p>On the other hand, the current inflationary environment forces the Federal Reserve to consider reducing some of the loose stimulus policies that have been implemented. Three-month moving average data from the Atlanta Federal Reserve Bank showed that even though wages were 3.2% higher in June than a year earlier, inflation rose even higher. The consumer price index rose 5.4% in June compared to a year earlier, meaning inflation-adjusted earnings fell more than 2%. Even the core personal consumption expenditures (Core PCE) measure favored by the Federal Reserve, which excludes volatility in food and energy prices, rose 3.4% in May from a year earlier.</p><p>In fact, a month ago, the Fed raised its inflation forecast for 2021 to 3% from 2.2% in March, but even that may be overly optimistic. Inflation is likely to keep rising for the rest of the year. However, the Fed may not be in a hurry to intervene. In a speech last August, Powell said the Fed has made so many mistakes in the past that he is willing to let prices exceed the central bank's 2% target for a modest period of time before tightening.</p><p>Minutes from the Fed's most recent meeting, though, showed increased interest in discussing tapering bond purchases. The Fed is currently buying $120 billion worth of bonds every month, but a short-term rate hike may still be years away.</p><p>ING strategists believe that although the Federal Reserve is not expected to change policy at its July meeting, the market may hear more news about tapering bond purchase discussions that started in June. The discussion around the issue is likely to heat up at the Jackson Hole conference in August, as the Fed's current signals still favor earlier policy normalization. It talked about Chairman Powell's likelihood of suggesting that while discussions about tapering quantitative easing have begun, there is still a lot of time before they need to draw conclusions on the actions they will take.</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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 Fed's blockbuster July meeting is coming next week! What key points should we focus on?</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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 Fed's blockbuster July meeting is coming next week! What key points should we focus on?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2021-07-24 13:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Federal Reserve will hold its monetary policy meeting on July 27th and 28th. Although the stock market is still optimistic at present, it will meet in an uneasy atmosphere. In addition to the market's urgent need to know Powell's current attitude, what is more important is whether the Fed has the details of tapering policy.</p><p>Federal Reserve Chairman Jerome Powell made it clear during his recent testimony before Congress that he still sees inflationary pressures as largely temporary and that there is no urgent need to signal an impending policy shift. After all, employment levels are still more than 6 million lower than before the pandemic began, and the latest COVID-19 pandemic adds another layer of uncertainty that can be used to justify inaction.</p><p>But ING strategists talked about the upcoming Jackson Hole Federal Reserve Conference in late August, where Fed officials will begin preparing for tapering quantitative easing and refine it further at the FOMC meeting in September, before formally announcing it in December.</p><p>The economy is growing, although perhaps not as fast as some expected earlier this year. In addition, many enterprises urgently need workers, but millions of people are still unemployed. In recent weeks, vaccination rates have stagnated and the number of infections has risen. Despite this, the Fed is facing tightening pressure, such as tapering QE. But most people still don't expect the Fed to announce any new measures at next week's meeting, but the focus is on whether Powell will put the details of tapering \"on the table\" for discussion.</p><p>Labor market signs suggest the Fed's easing is far from over. Economists and market watchers had hoped that by April, when vaccines were widely available and many economic restrictions began to be lifted, employers would start hiring workers in droves. However, the reality is far less optimistic. According to the latest data from the Bureau of Labor Statistics, non-farm payroll growth has generally been unstable in recent months.</p><p>On the other hand, the current inflationary environment forces the Federal Reserve to consider reducing some of the loose stimulus policies that have been implemented. Three-month moving average data from the Atlanta Federal Reserve Bank showed that even though wages were 3.2% higher in June than a year earlier, inflation rose even higher. The consumer price index rose 5.4% in June compared to a year earlier, meaning inflation-adjusted earnings fell more than 2%. Even the core personal consumption expenditures (Core PCE) measure favored by the Federal Reserve, which excludes volatility in food and energy prices, rose 3.4% in May from a year earlier.</p><p>In fact, a month ago, the Fed raised its inflation forecast for 2021 to 3% from 2.2% in March, but even that may be overly optimistic. Inflation is likely to keep rising for the rest of the year. However, the Fed may not be in a hurry to intervene. In a speech last August, Powell said the Fed has made so many mistakes in the past that he is willing to let prices exceed the central bank's 2% target for a modest period of time before tightening.</p><p>Minutes from the Fed's most recent meeting, though, showed increased interest in discussing tapering bond purchases. The Fed is currently buying $120 billion worth of bonds every month, but a short-term rate hike may still be years away.</p><p>ING strategists believe that although the Federal Reserve is not expected to change policy at its July meeting, the market may hear more news about tapering bond purchase discussions that started in June. The discussion around the issue is likely to heat up at the Jackson Hole conference in August, as the Fed's current signals still favor earlier policy normalization. It talked about Chairman Powell's likelihood of suggesting that while discussions about tapering quantitative easing have begun, there is still a lot of time before they need to draw conclusions on the actions they will take.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/520599.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/98a01b74d12bd250d548a4cdbf0d9091","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UDOW":"三倍做多道指30ETF-ProShares","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DJX":"1/100道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/520599.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2153809933","content_text":"美联储于7月27日和28日召开货币政策会议，虽然股市目前情绪还较乐观，它将在一种不安的气氛中开会。除了市场急需知道鲍威尔目前的态度，更重要的是美联储是否已经有了缩减政策细节。\n美联储主席鲍威尔最近在国会作证时明确表示，他仍然认为通胀压力在很大程度上是暂时的，没有任何迫切需要发出政策即将转变的信号。毕竟，就业水平仍比疫情开始前低600多万，而最新的新冠疫情增加了另一层不确定性，可以用来为不采取行动辩护。\n但是ING策略师谈到即将在8月底举行的杰克逊霍尔美联储会议(Jackson Hole Federal Reserve Conference)上，美联储官员将开始为缩减量化宽松做准备，并在9月份的FOMC会议上进一步细化，然后在12月份正式宣布。\n经济正在增长，尽管可能没有今年早些时候一些人预期的那么快。此外许多企业迫切需要工人，但仍有数百万人失业。最近几周，疫苗接种率停滞不前，感染病例数量上升。尽管如此美联储正面临着收紧压力，如缩减QE。但大部分人还是预计美联储不会在下周会议上宣布任何新举措，但焦点是鲍威尔是否会把缩减细节“摆上桌面”来讨论。\n劳动力市场迹象暗示美联储的宽松远没有结束。经济学家和市场观察人士曾希望，到4月份疫苗广泛普及、许多经济限制开始解除的时候，雇主将开始大批雇佣工人。然而，现实却远没有这么乐观。根据美国劳工统计局(Bureau of Labor Statistics)的最新数据显示非农增速在最近数月总体不是很稳定。\n另外一方面，当下通胀环境又让美联储不得不考虑缩减一些已经实施的宽松刺激政策。亚特兰大联邦储备银行的三个月移动平均数据显示，尽管6月份的工资比去年同期高出3.2%，但通货膨胀率却上升得更高。与去年同期相比，6月份消费者价格指数增长了5.4%，这意味着经通胀调整后的收入下降了2%以上。即便是美联储青睐的剔除食品和能源价格波动的核心个人消费支出(Core PCE)指标，5月份也较上年同期上涨了3.4%。\n事实上，一个月前，美联储将2021年的通胀预期从3月份的2.2%上调至3%，但即便如此也可能过于乐观。在今年余下的时间里，通胀可能会持续上升。不过，美联储也未必会不急于介入。在去年8月的一次讲话中，鲍威尔表示，美联储在过去犯了太多的错误，他愿意在收紧之前，让价格在一段适度的时间内超过央行2%的目标。\n不过，美联储最近一次会议的纪要显示，人们对讨论缩减债券购买规模的兴趣有所增加。美联储目前每月购买价值1200亿美元的债券，但短期加息可能仍需数年时间。\nING策略师认为尽管美联储预计在7月份的会议上不会改变政策，但市场可能会听到更多有关6月份开始的缩减购债讨论的消息。在8月份的杰克逊霍尔(Jackson Hole)会议上，围绕这一问题的讨论可能会升温，因为美联储目前发出的信号仍倾向于更早的政策正常化。其谈到鲍威尔主席可能会暗示，虽然有关缩减量化宽松的讨论已经开始，但在他们需要就他们将采取的行动得出结论之前，还有很多时间。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"UPRO":0.9,"ESmain":0.9,"PSQ":0.9,"QID":0.9,"OEX":0.9,"SDOW":0.9,"SQQQ":0.9,"DXD":0.9,"DOG":0.9,"SSO":0.9,"SPY":0.9,"NQmain":0.9,"IVV":0.9,"QLD":0.9,".DJI":0.9,"DJX":0.9,".IXIC":0.9,"MNQmain":0.9,"SPXU":0.9,"QQQ":0.9,"TQQQ":0.9,"OEF":0.9,"SH":0.9,"UDOW":0.9,"SDS":0.9,".SPX":0.9,"DDM":0.9}},"isVote":1,"tweetType":1,"viewCount":3552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832970969,"gmtCreate":1629582308851,"gmtModify":1676530071843,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582711269033683","idStr":"3582711269033683"},"themes":[],"htmlText":"LIKE AND 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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175734108","repostId":"1130594083","repostType":4,"repost":{"id":"1130594083","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":1627048820,"share":"https://ttm.financial/m/news/1130594083?lang=en_US&edition=fundamental","pubTime":"2021-07-23 22:00","market":"us","language":"zh","title":"[Change] Popular Chinese concept stocks generally fell, Keike fell more than 23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130594083","media":"老虎资讯综合","summary":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3","content":"<p>On July 23, popular Chinese concept stocks generally fell.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Fell more than 23%,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Fell more than 17%,<a href=\"https://laohu8.com/S/YSG\">Yixian E-commerce</a>Fell more than 14%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>Fell more than 11%,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Fell more than 9%, Dingdong Maicai,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 5%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 4% with Baidu,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 3%.</p><p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>The intraday session is still \"decadent\". In the evening, New Oriental,<a href=\"https://laohu8.com/S/YQ\">Educational Technology Together</a>Many other institutions responded: the \"regulations\" of online transmission have not yet been announced, and the company has not received the notice.</p><p>At the same time, at night<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Lowered TAL price target from $70 to $7.6 and rating from neutral to underweight; JPMorgan downgraded Gaotu to Underweight from Neutral and lowered its price target to $3.50 from $37.<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></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>[Change] Popular Chinese concept stocks generally fell, Keike fell more than 23%</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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[Change] Popular Chinese concept stocks generally fell, Keike fell more than 23%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-07-23 22:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 23, popular Chinese concept stocks generally fell.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Fell more than 23%,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>Fell more than 17%,<a href=\"https://laohu8.com/S/YSG\">Yixian E-commerce</a>Fell more than 14%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/QFIN\">360 Digital</a>Fell more than 11%,<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Fell more than 9%, Dingdong Maicai,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Fell more than 5%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 4% with Baidu,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 3%.</p><p><img src=\"https://static.tigerbbs.com/d493f636d0efd4cbadbfc5b6dc4622d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>The intraday session is still \"decadent\". In the evening, New Oriental,<a href=\"https://laohu8.com/S/YQ\">Educational Technology Together</a>Many other institutions responded: the \"regulations\" of online transmission have not yet been announced, and the company has not received the notice.</p><p>At the same time, at night<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Lowered TAL price target from $70 to $7.6 and rating from neutral to underweight; JPMorgan downgraded Gaotu to Underweight from Neutral and lowered its price target to $3.50 from $37.<img src=\"https://static.tigerbbs.com/0aa826dad0db0ae80e1a18bbb25761b2\" tg-width=\"416\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","BEKE":"贝壳","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130594083","content_text":"7月23日，热门中概股普跌，贝壳跌超23%，滴滴跌超17%，逸仙电商跌超14%、哔哩哔哩、360数科跌超11%，每日优鲜跌超9%，叮咚买菜、拼多多跌超5%，蔚来、小鹏汽车与百度跌超4%，阿里巴巴跌超3%。\n高途、好未来、新东方盘中依旧“颓废”，晚间新东方、一起教育科技等多家机构作出回应：网传“规定”尚未公布，公司并未收到通知。\n同时，晚间摩根大通将好未来目标价从70美元降至7.6美元，评级从中性降至减持；摩根大通将高途评级从中性降至减持，目标价从37美元降至3.5美元。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":3373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175798711,"gmtCreate":1627048614433,"gmtModify":1703483289261,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582711269033683","idStr":"3582711269033683"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175798711","repostId":"2153983294","repostType":4,"isVote":1,"tweetType":1,"viewCount":2981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832048844,"gmtCreate":1629549157188,"gmtModify":1676530069245,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582711269033683","idStr":"3582711269033683"},"themes":[],"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832048844","repostId":"1149941037","repostType":4,"isVote":1,"tweetType":1,"viewCount":3218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832048112,"gmtCreate":1629549138536,"gmtModify":1676530069245,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582711269033683","idStr":"3582711269033683"},"themes":[],"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/832048112","repostId":"1129913656","repostType":4,"repost":{"id":"1129913656","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":1629526804,"share":"https://ttm.financial/m/news/1129913656?lang=en_US&edition=fundamental","pubTime":"2021-08-21 14:20","market":"hk","language":"zh","title":"Ping An Beijing Chaoyang: Arrested the suspect who published false information about Hillhouse Zhang Lei","url":"https://stock-news.laohu8.com/highlight/detail?id=1129913656","media":"老虎资讯综合","summary":"近日，朝阳公安分局接高瓴天成（北京）投资咨询有限公司报案，反映有人在网上散布其公司高管张某被限制出境的不实信息，对张某名誉和公司经营造成严重损失。接报后，警方依法开展调查，将涉案嫌疑人萧某春（男，50岁）抓获。经查，该人以炒股为业，为显示消息灵通、博取他人关注，编造上述虚假信息在网络社交平台发布，后被大量转发。目前，萧某春已被朝阳公安分局依法刑事拘留，案件正在进一步工作中。","content":"<p>Recently, Chaoyang Public Security Bureau received a report from Hillhouse Tiancheng (Beijing) Investment Consulting Co., Ltd., reflecting that someone spread false information on the Internet that Zhang, an executive of its company, was restricted from leaving the country, causing serious losses to Zhang's reputation and company operations. After receiving the report, the police conducted an investigation according to law and arrested the suspect Xiao Mochun (male, 50 years old). After investigation, the person took stock trading as his career. In order to show his well-informed information and gain the attention of others, he fabricated the above-mentioned false information and published it on online social platforms, which was later forwarded in large numbers. At present, Xiao Mochun has been criminally detained by Chaoyang Public Security Bureau according to law, and the case is under further work.</p><p><img src=\"https://static.tigerbbs.com/7ce643802e40c1bdeb72e7ba2eb90dd8\" tg-width=\"869\" tg-height=\"619\" 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>Ping An Beijing Chaoyang: Arrested the suspect who published false information about Hillhouse Zhang Lei</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPing An Beijing Chaoyang: Arrested the suspect who published false information about Hillhouse Zhang Lei\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-08-21 14:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, Chaoyang Public Security Bureau received a report from Hillhouse Tiancheng (Beijing) Investment Consulting Co., Ltd., reflecting that someone spread false information on the Internet that Zhang, an executive of its company, was restricted from leaving the country, causing serious losses to Zhang's reputation and company operations. After receiving the report, the police conducted an investigation according to law and arrested the suspect Xiao Mochun (male, 50 years old). After investigation, the person took stock trading as his career. In order to show his well-informed information and gain the attention of others, he fabricated the above-mentioned false information and published it on online social platforms, which was later forwarded in large numbers. At present, Xiao Mochun has been criminally detained by Chaoyang Public Security Bureau according to law, and the case is under further work.</p><p><img src=\"https://static.tigerbbs.com/7ce643802e40c1bdeb72e7ba2eb90dd8\" tg-width=\"869\" tg-height=\"619\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129913656","content_text":"近日，朝阳公安分局接高瓴天成（北京）投资咨询有限公司报案，反映有人在网上散布其公司高管张某被限制出境的不实信息，对张某名誉和公司经营造成严重损失。接报后，警方依法开展调查，将涉案嫌疑人萧某春（男，50岁）抓获。经查，该人以炒股为业，为显示消息灵通、博取他人关注，编造上述虚假信息在网络社交平台发布，后被大量转发。目前，萧某春已被朝阳公安分局依法刑事拘留，案件正在进一步工作中。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175736629,"gmtCreate":1627048815461,"gmtModify":1703483303530,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582711269033683","idStr":"3582711269033683"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175736629","repostId":"2153983294","repostType":4,"isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139835685,"gmtCreate":1621605797147,"gmtModify":1704360458543,"author":{"id":"3582711269033683","authorId":"3582711269033683","name":"Christy Sak","avatar":"https://static.tigerbbs.com/e566fb6b2a06e5c33147b5f0a1fe7db9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582711269033683","idStr":"3582711269033683"},"themes":[],"htmlText":"Yah&nbsp;","listText":"Yah&nbsp;","text":"Yah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/139835685","repostId":"1198850631","repostType":4,"repost":{"id":"1198850631","kind":"news","weMediaInfo":{"introduction":"由前企鹅、阿里、京东战略分析师打造。「东哥解读电商」专注泛电商领域专业深度解读，已有10万电商人投资人关注；旗下「京腾汇」最大的京东、企鹅系创业交流合作社群，汇聚数十位京腾系高管，数十位京腾系投资人，数百家优秀创业公司，诚邀京腾系创业者加入","home_visible":1,"media_name":"东哥解读电商","id":"85","head_image":"https://static.tigerbbs.com/4f094169fff743f5a260999cbbecf739"},"pubTimestamp":1621604619,"share":"https://ttm.financial/m/news/1198850631?lang=en_US&edition=fundamental","pubTime":"2021-05-21 21:43","market":"us","language":"zh","title":"JD.com started the year well: revenue rose another 39% in the first quarter, and the number of annual active users was nearly 500 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1198850631","media":"东哥解读电商","summary":"2021开年红，18岁的京东在讲什么故事？\n北京时间5月19日晚间，京东集团（纳斯达克股票代码：JD；港交所股票代号：9618）发布了2021年第一季度业绩（以下简称2021Q1）。数据显示，京东一季","content":"<p><b>2021 is a good start, 18-year-old<a href=\"https://laohu8.com/S/JD\">JD.com</a>What story is it telling?</b></p><p>On the evening of May 19, Beijing time, JD.com (Nasdaq stock code: JD; Hong Kong Stock Exchange stock code: 9618) released its first quarter results for 2021 (hereinafter referred to as 2021Q1). Data show that JD.com's revenue in the first quarter was 203.2 billion yuan, a year-on-year increase of 39%, exceeding market expectations; At the end of the first quarter, the number of annual active users in JD.com was close to 500 million, with an annual net increase of 112 million.</p><p><img src=\"https://static.tigerbbs.com/cfbabb843d1738f23ff3d65ac74bdc40\" tg-width=\"383\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p><p>Driven by the continued recovery of the domestic consumer market, thanks to the strong growth of brands, merchants and partners, JD.com's main core indicators have achieved unexpected growth. After the results were announced, JD.com (JD.US) closed up 1.2% on May 19, Eastern Time. On May 20, the Hong Kong stock JD.com (09618. HK) rose by more than 5% intraday and closed up 3.7%.</p><p><b>► Overview of Performance</b></p><p>The financial report shows that JD.com's 2021Q1 revenue was 203.2 billion yuan, a year-on-year increase of 39%. Among them, JD.com's retail revenue was 185.8 billion yuan, a year-on-year increase of 35.3%; Net service revenue was 27.9 billion yuan, a year-on-year increase of 73%, and logistics revenue increased 109% year-on-year to 22.4 billion yuan.</p><p>In terms of costs and expenses: JD.com's cost expenditure in the first quarter was 174.1 billion yuan, an increase of 40% from 123.7 billion yuan in the same period last year. Expenses in the first quarter were 27.4 billion yuan, an increase of 36% from 20.2 billion yuan in the same period last year. Among them, the performance cost was 13.8 billion yuan, a year-on-year increase of 33%; Marketing expenses were 7 billion yuan, a year-on-year increase of 56%; R&D expenses were 4.5 billion yuan, a year-on-year increase of 15%; Administrative expenses were 2.2 billion yuan, a year-on-year increase of 56%.</p><p>The resulting gross profit in the first quarter was 29.1 billion yuan, with a gross profit margin of 14.3%; The operating profit in the first quarter was 1.7 billion yuan, and the operating profit margin was 0.8%.</p><p>Under Non-GAAP, JD.com's operating profit in 2021Q1 was 3.5 billion yuan, and its operating profit margin was 4.0%, compared with 3.7% in the same period in 2020.</p><p>The net profit attributable to ordinary shareholders in 2021Q1 was 3.6 billion yuan, compared with 1.1 billion yuan in the same period in 2020. Under Non-GAAP, the net profit attributable to ordinary shareholders in 2021Q1 was 4 billion yuan, compared with 3 billion yuan in the same period in 2020.</p><p>As of March 31, 2021, the number of active purchasing users of JD.com in the past 12 months increased by 29% to 499.8 million from 387.4 million in the same period in 2020. Compared with the end of the first quarter of 2020, there was a significant net increase of 112 million, the largest increase in the same period in history.</p><p>As of March 31, 2021, the number of employees of listed companies and unlisted companies in JD system was approximately 370,000, an increase of nearly 110,000 employees compared with the end of the first quarter of 2020. In the past year alone,<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>26.1 billion yuan was spent on 240,000 front-line employees, with an average monthly expenditure of nearly 10,000 yuan per capita.</p><p>In addition to continuing to invest in logistics and technology to consolidate its own service capabilities, JD.com has also used Jingxi,<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Waiting for new channels to acquire customers, JD.com is expected to maintain steady growth in 2021. It is worth mentioning that with the development of community group buying and other businesses, in the short term, affected by the expansion of expenditures, JD.com will face problems such as profit compression, but they are all controllable and will not last.</p><p><b>► Revenue exceeded 200 billion again, and service revenue surged 73%</b></p><p>In the post-epidemic era, domestic consumption potential has been further released. As a leading e-commerce platform and an open platform for core enterprise services, JD Retail gives priority to enjoying benefits. In the first quarter of 2021, JD.com's revenue increased by 39% year-on-year to 203.2 billion yuan. Among them, the retail business revenue ratio is 91.4%; JD Logistics' revenue ratio is 11%.</p><p><img src=\"https://static.tigerbbs.com/cc26f3be3a01b69989a5ef683b58aa40\" tg-width=\"1053\" tg-height=\"593\" referrerpolicy=\"no-referrer\">Data source: JD.com financial report</p><p>Specifically, JD.com's commodity revenue in the first quarter was 175.282 billion yuan. Among them, the revenue of electronic products and household appliances increased by 34% year-on-year to 104 billion yuan; Revenue from daily necessities increased by 36% year-on-year to 71.276 billion yuan, both exceeding the average growth rate of the market.</p><p>The growth rate of self-operated business daily 100 categories in the same period last year was only 9.8%, and the rapid boost was mainly due to the increase in online shopping demand of urban residents under the background of local Chinese New Year.</p><p>Since the epidemic, JD.com has ensured the reliable supply of basic living needs of hundreds of millions of users' families, resulting in a continuous increase in the sales ratio of daily hundreds and fast-moving consumer goods. A more balanced category development is not only conducive to the increase of gross profit margin, but also boosts the revenue of retail business.</p><p>In addition, JD.com's service revenue in the first quarter increased by 73% year-on-year to 27.894 billion yuan. Among them, driven by the community group buying business, platform and advertising services increased by 48% year-on-year, and logistics and other services increased by 109% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/3e2a828de4fe4e89bcf9198bd515b5d2\" tg-width=\"985\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p>Data source: JD.com financial report</p><p>As of the end of the first quarter, Jingdong community group buying has entered 15 provinces, covering more than 70 cities. The average daily order volume of Jingxi Pinpin has reached 2 million pieces, and the progress has exceeded market expectations. This quarter, JD.com separated community group buying from its core retail business and merged it with the new business part. This shows that JD.com will increase its investment in community group buying this year.</p><p>In addition, the prerequisite for a steady increase in revenue is the improvement of user quality.</p><p><b>► Become JD.com used by nearly 500 million people</b></p><p>As of the first quarter of 2021, the number of annual active users of JD.com has increased by 29% year-on-year to approximately 500 million, with 112 million new users a year, the largest increase in the same period in history. Among them, more than 80% of new active users come from sinking markets.</p><p><img src=\"https://static.tigerbbs.com/35c89fc4abac96d185acd1427fc689c0\" tg-width=\"926\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></p><p>Data source: JD.com financial report</p><p>Since 2019, JD.com has proposed a logistics sinking strategy, and proposed a 24-hour delivery plan for thousands of counties and towns. Even during the 11.11 promotion period in 2020, JD.com can achieve next-day delivery in 92% of districts and counties and 83% of towns and villages across the country. JD Logistics has achieved approximately 100% coverage of all regions, towns and populations in China.</p><p>In order to continue to expand its influence in the sinking market, JD.com has cooperated with<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>Deepen omni-channel cooperation and create a \"one-hour life service circle\" for about 1,400 counties, districts and cities. At the same time, JD.com has also improved the digitalization and operational efficiency of offline retail by integrating core technologies such as \"to-store\", \"to-home\" and omni-channel marketing. The categories of instant consumption have gradually expanded from fast-moving consumer goods, fresh fruits and vegetables, office supplies, etc. to all categories such as mobile communication, computer digital, home appliances, and medicine. Gradually improve \"shopping experience\" and \"commodity richness\".</p><p>In addition, the Jingxi platform has become a stepping stone for JD.com to open up the sinking market. Jingxi APP builds a bridge between low-priced good goods and consumers through the mode of direct supply from factory + direct delivery from origin, and provides one-stop e-commerce solutions for farm-type, factory-type and foreign trade merchants. Since its launch in September 2019, cumulative online sales<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>More than 1 million tons.</p><p>The market generally believes that the growth of the number of users will remain JD.com's largest basic market. The sinking market has raised the ceiling of JD.com's number of users. In the next three years, the number of active users of JD.com will exceed 700 million.</p><p>It is worth mentioning that 2021 is the 18th anniversary of the establishment of JD.com. On the upcoming 618th anniversary, JD.com aims to help more than 230 brands achieve orders exceeding 100 million yuan and help more than 120,000 small and medium-sized brand merchants double their turnover..</p><p>For the e-commerce industry, the mid-year business war is on the verge, which is bound to set off a wave of consumption upgrading; For JD.com, it will help boost revenue in the second quarter and expand its user base.</p><p><b>► Inventory turnover shows its strength and improves self-empowerment of society</b></p><p>JD.COM's smart supply chain and efficient inventory management are ultimately reflected in one indicator-inventory turnover days.</p><p>In the first quarter of 2021, the sales of hundreds of thousands of brands and merchants on the JD.com platform maintained a rapid growth momentum. JD.com's continuous technological innovation and open services also led to a significant improvement in the operational turnover efficiency of partners. JD.com's inventory turnover days further dropped to 31.2 days, a sharp drop of 4.2 days compared with the first quarter of last year, setting a record for faster inventory turnover days than in previous peak consumption seasons.</p><p>On the premise of millions of SKUs, JD.com has maintained a ratio of<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>With stronger inventory turnover capabilities, operational efficiency is second to none. This also means that under the normalization of the epidemic, JD.com's supply chain management level has improved, its inventory liquidity has become stronger and stronger, and its short-term debt repayment risks will also be weakened.</p><p>The reason why JD.com can efficiently manage inventory is inseparable from the efficient supply chain it has built for decades. Over the years, JD.com has created a system covering the entire process of product procurement, inventory, and contract fulfillment<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Decision-making system, so as to build an efficient channel from the supply side to the demand side.</p><p>JD.com has been consolidating its supply chain and technology for decades, not only paving the way for the development of retail business, but also achieving a win-win situation with society.</p><p>Mr. Liu Qiangdong, Chairman and CEO of JD.COM Group, said, \"Since its establishment, JD.COM has always been known for its focus on serving consumers. At the same time, with its advanced supply chain infrastructure, JD.COM has become the preferred partner for millions of enterprises to reduce costs and increase efficiency.\"</p><p>As of March 31, 2021, JD Logistics operated more than 1,000 warehouses, including the cloud warehouse area managed by JD Logistics, with a total storage area of more than 21 million square meters. In April, JD Logistics and<a href=\"https://laohu8.com/S/00700\">Tencent</a>Smart Retail jointly launched Jingteng Yuncang, focusing on warehousing enterprises, MCN institutions, brand merchants, e-commerce customers, etc., providing one-stop solutions of business flow + marketing flow + logistics.</p><p>As an integrated supply chain solution and logistics service provider, the number of JD logistics service enterprise customers has exceeded 190,000 in 2020, and it has provided integrated supply chain services to 52,700 enterprises. The revenue of integrated supply chain customers accounts for 75.8% of the total revenue.</p><p>Now, the bigger and stronger JD Logistics has officially started the listing process on the Hong Kong stock market and is expected to be listed on May 28. This is also the first step after JD.com and<a href=\"https://laohu8.com/S/06618\">JD Health</a>After that, JD.com appeared as the second listed company in the capital market.</p><p><img src=\"https://static.tigerbbs.com/1a791ea2e13dffb8c26c302c5dc5427c\" tg-width=\"790\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p>Prior to this, JD.com had completed the integration of cloud and AI business and JD Digital, and JD Technology Group was formally established. JD.COM Technology has now become the core platform for the whole JD.COM system to provide technical services to the outside world.</p><p>In addition, JD Health also launched the \"Rare Disease Care Plan\" in the first quarter. By connecting forces from all walks of life, it created a one-stop solution platform for \"medicine, medicine, insurance, and public welfare\" for rare diseases, with comprehensive rare disease drugs and medical services, to help alleviate the three major problems of rare disease groups: difficulty in diagnosing and seeking medical treatment, difficulty in accessing medicines, and difficulty in paying for medicines.</p><p>This JD.com, which we classify as an e-commerce platform, has continuously innovated under the impetus of Internet iteration and consumer demand upgrade, accumulated advanced technology and ecological operation experience, and continued to develop various new business segments, increasing the valuation of JD.com.</p><p><b>► Penfolds encourages plans to promote rural revitalization</b></p><p>More than 80% of front-line employees in JD.com come from rural areas, which is very rare. With the help of the digital and intelligent social supply chain capabilities, more and more employees and platform entrepreneurs have realized that they have never left their homes. Through them, JD.com has also extended its warmer services to the vast urban and rural areas, becoming an important force in rural revitalization. one.</p><p>Last year, JD.com released the goal of \"driving the growth of rural output value of one trillion yuan in three years\", which is intended to help a large number of rural areas achieve industrial revitalization, help more farmers share the dividends of the industrial chain, and achieve common prosperity.</p><p>Why is JD.com committed to rural revitalization? For a long time, the industries in rural areas are generally small and scattered, and the degree of standardization is not high, which also leads to low industrial efficiency and insufficient market competitiveness.</p><p>The opportunity lies in the fact that agricultural products are affected by the regional climate, and it is easy to form industrial belts. The agglomeration effect of industrial belt is conducive to promoting the large-scale production of agricultural products, thus forming a new industrialized management mode of \"e-commerce + leading enterprises/cooperatives + industries + farmers\" and enhancing the scale efficiency and market competitiveness of agricultural products. In the middle, a lot of technical and resource support is needed.</p><p>Therefore, JD.com has fully opened up its own technology and supply chain capabilities, lowered the market competition threshold for township enterprises and agricultural product enterprises, and allowed the industrial chain to take root in towns and villages. By establishing a large and medium-sized platform for the circulation of agricultural products, JD.com helps rural areas to build a closed loop of industrial chain, supply chain, and ecological chain, and supports rural areas to truly build sustainable industrial capabilities. In April this year, JD.com announced the panorama of its digital rural business for the first time, launched a complete solution system, and exported core values from five aspects: logistics, brand, industry, technology, and employment.</p><p>Looking back on the past few years, JD.com's cause of helping farmers and revitalizing rural areas has not only enriched the city's vegetable basket and fruit plate, but also enabled more agricultural enterprises and the new generation of farmers to embark on the path of digital development.</p><p>In April this year, JD.com announced the panorama of its digital rural business for the first time, exporting core values from five aspects: logistics, brand, industry, technology, and employment, and is committed to promoting the circulation of agricultural products in large and medium-sized platforms, JD.com Origin Warehouse/Cloud Warehouse, JD.com Farm, JD.com Industrial Belt, Smart County System, Regional Public Brand and other landing projects.</p><p><img src=\"https://static.tigerbbs.com/ab8f9ff2aa354edbe8ef07d141e55788\" tg-width=\"1080\" tg-height=\"1005\" referrerpolicy=\"no-referrer\"></p><p>JD.com has accumulated advanced technology and leading ecological operation experience, but it has not been immune to itself. Instead, it has opened the core technology to the society. On the occasion of the 18th anniversary, JD.com once again proved the correctness of every decision in the past with its performance.</p><p>At present, 14 institutions have updated their ratings and target prices on JD.com, of which 8 have given JD.com a target price of US $100 or more, which is more than 40% potential upside compared with the current price, and 5 believe that JD.com's Hong Kong stocks have a potential increase of more than 23%. potential increase.</p><p>In the post-epidemic era, the trend of continuous recovery of the consumer market remains unchanged. JD.com will also give full play to the effectiveness of the digital and intelligent social supply chain, help consumer and supply-side enterprises reduce costs and increase efficiency with technology and innovation, and create more extreme consumption for users. experience, create tangible benefits for brands and businesses, and create more value for society.</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>JD.com started the year well: revenue rose another 39% in the first quarter, and the number of annual active users was nearly 500 million</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nJD.com started the year well: revenue rose another 39% in the first quarter, and the number of annual active users was nearly 500 million\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/85\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4f094169fff743f5a260999cbbecf739);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">东哥解读电商 </p>\n<p class=\"h-time smaller\">2021-05-21 21:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>2021 is a good start, 18-year-old<a href=\"https://laohu8.com/S/JD\">JD.com</a>What story is it telling?</b></p><p>On the evening of May 19, Beijing time, JD.com (Nasdaq stock code: JD; Hong Kong Stock Exchange stock code: 9618) released its first quarter results for 2021 (hereinafter referred to as 2021Q1). Data show that JD.com's revenue in the first quarter was 203.2 billion yuan, a year-on-year increase of 39%, exceeding market expectations; At the end of the first quarter, the number of annual active users in JD.com was close to 500 million, with an annual net increase of 112 million.</p><p><img src=\"https://static.tigerbbs.com/cfbabb843d1738f23ff3d65ac74bdc40\" tg-width=\"383\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p><p>Driven by the continued recovery of the domestic consumer market, thanks to the strong growth of brands, merchants and partners, JD.com's main core indicators have achieved unexpected growth. After the results were announced, JD.com (JD.US) closed up 1.2% on May 19, Eastern Time. On May 20, the Hong Kong stock JD.com (09618. HK) rose by more than 5% intraday and closed up 3.7%.</p><p><b>► Overview of Performance</b></p><p>The financial report shows that JD.com's 2021Q1 revenue was 203.2 billion yuan, a year-on-year increase of 39%. Among them, JD.com's retail revenue was 185.8 billion yuan, a year-on-year increase of 35.3%; Net service revenue was 27.9 billion yuan, a year-on-year increase of 73%, and logistics revenue increased 109% year-on-year to 22.4 billion yuan.</p><p>In terms of costs and expenses: JD.com's cost expenditure in the first quarter was 174.1 billion yuan, an increase of 40% from 123.7 billion yuan in the same period last year. Expenses in the first quarter were 27.4 billion yuan, an increase of 36% from 20.2 billion yuan in the same period last year. Among them, the performance cost was 13.8 billion yuan, a year-on-year increase of 33%; Marketing expenses were 7 billion yuan, a year-on-year increase of 56%; R&D expenses were 4.5 billion yuan, a year-on-year increase of 15%; Administrative expenses were 2.2 billion yuan, a year-on-year increase of 56%.</p><p>The resulting gross profit in the first quarter was 29.1 billion yuan, with a gross profit margin of 14.3%; The operating profit in the first quarter was 1.7 billion yuan, and the operating profit margin was 0.8%.</p><p>Under Non-GAAP, JD.com's operating profit in 2021Q1 was 3.5 billion yuan, and its operating profit margin was 4.0%, compared with 3.7% in the same period in 2020.</p><p>The net profit attributable to ordinary shareholders in 2021Q1 was 3.6 billion yuan, compared with 1.1 billion yuan in the same period in 2020. Under Non-GAAP, the net profit attributable to ordinary shareholders in 2021Q1 was 4 billion yuan, compared with 3 billion yuan in the same period in 2020.</p><p>As of March 31, 2021, the number of active purchasing users of JD.com in the past 12 months increased by 29% to 499.8 million from 387.4 million in the same period in 2020. Compared with the end of the first quarter of 2020, there was a significant net increase of 112 million, the largest increase in the same period in history.</p><p>As of March 31, 2021, the number of employees of listed companies and unlisted companies in JD system was approximately 370,000, an increase of nearly 110,000 employees compared with the end of the first quarter of 2020. In the past year alone,<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>26.1 billion yuan was spent on 240,000 front-line employees, with an average monthly expenditure of nearly 10,000 yuan per capita.</p><p>In addition to continuing to invest in logistics and technology to consolidate its own service capabilities, JD.com has also used Jingxi,<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>Waiting for new channels to acquire customers, JD.com is expected to maintain steady growth in 2021. It is worth mentioning that with the development of community group buying and other businesses, in the short term, affected by the expansion of expenditures, JD.com will face problems such as profit compression, but they are all controllable and will not last.</p><p><b>► Revenue exceeded 200 billion again, and service revenue surged 73%</b></p><p>In the post-epidemic era, domestic consumption potential has been further released. As a leading e-commerce platform and an open platform for core enterprise services, JD Retail gives priority to enjoying benefits. In the first quarter of 2021, JD.com's revenue increased by 39% year-on-year to 203.2 billion yuan. Among them, the retail business revenue ratio is 91.4%; JD Logistics' revenue ratio is 11%.</p><p><img src=\"https://static.tigerbbs.com/cc26f3be3a01b69989a5ef683b58aa40\" tg-width=\"1053\" tg-height=\"593\" referrerpolicy=\"no-referrer\">Data source: JD.com financial report</p><p>Specifically, JD.com's commodity revenue in the first quarter was 175.282 billion yuan. Among them, the revenue of electronic products and household appliances increased by 34% year-on-year to 104 billion yuan; Revenue from daily necessities increased by 36% year-on-year to 71.276 billion yuan, both exceeding the average growth rate of the market.</p><p>The growth rate of self-operated business daily 100 categories in the same period last year was only 9.8%, and the rapid boost was mainly due to the increase in online shopping demand of urban residents under the background of local Chinese New Year.</p><p>Since the epidemic, JD.com has ensured the reliable supply of basic living needs of hundreds of millions of users' families, resulting in a continuous increase in the sales ratio of daily hundreds and fast-moving consumer goods. A more balanced category development is not only conducive to the increase of gross profit margin, but also boosts the revenue of retail business.</p><p>In addition, JD.com's service revenue in the first quarter increased by 73% year-on-year to 27.894 billion yuan. Among them, driven by the community group buying business, platform and advertising services increased by 48% year-on-year, and logistics and other services increased by 109% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/3e2a828de4fe4e89bcf9198bd515b5d2\" tg-width=\"985\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p>Data source: JD.com financial report</p><p>As of the end of the first quarter, Jingdong community group buying has entered 15 provinces, covering more than 70 cities. The average daily order volume of Jingxi Pinpin has reached 2 million pieces, and the progress has exceeded market expectations. This quarter, JD.com separated community group buying from its core retail business and merged it with the new business part. This shows that JD.com will increase its investment in community group buying this year.</p><p>In addition, the prerequisite for a steady increase in revenue is the improvement of user quality.</p><p><b>► Become JD.com used by nearly 500 million people</b></p><p>As of the first quarter of 2021, the number of annual active users of JD.com has increased by 29% year-on-year to approximately 500 million, with 112 million new users a year, the largest increase in the same period in history. Among them, more than 80% of new active users come from sinking markets.</p><p><img src=\"https://static.tigerbbs.com/35c89fc4abac96d185acd1427fc689c0\" tg-width=\"926\" tg-height=\"580\" referrerpolicy=\"no-referrer\"></p><p>Data source: JD.com financial report</p><p>Since 2019, JD.com has proposed a logistics sinking strategy, and proposed a 24-hour delivery plan for thousands of counties and towns. Even during the 11.11 promotion period in 2020, JD.com can achieve next-day delivery in 92% of districts and counties and 83% of towns and villages across the country. JD Logistics has achieved approximately 100% coverage of all regions, towns and populations in China.</p><p>In order to continue to expand its influence in the sinking market, JD.com has cooperated with<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>Deepen omni-channel cooperation and create a \"one-hour life service circle\" for about 1,400 counties, districts and cities. At the same time, JD.com has also improved the digitalization and operational efficiency of offline retail by integrating core technologies such as \"to-store\", \"to-home\" and omni-channel marketing. The categories of instant consumption have gradually expanded from fast-moving consumer goods, fresh fruits and vegetables, office supplies, etc. to all categories such as mobile communication, computer digital, home appliances, and medicine. Gradually improve \"shopping experience\" and \"commodity richness\".</p><p>In addition, the Jingxi platform has become a stepping stone for JD.com to open up the sinking market. Jingxi APP builds a bridge between low-priced good goods and consumers through the mode of direct supply from factory + direct delivery from origin, and provides one-stop e-commerce solutions for farm-type, factory-type and foreign trade merchants. Since its launch in September 2019, cumulative online sales<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>More than 1 million tons.</p><p>The market generally believes that the growth of the number of users will remain JD.com's largest basic market. The sinking market has raised the ceiling of JD.com's number of users. In the next three years, the number of active users of JD.com will exceed 700 million.</p><p>It is worth mentioning that 2021 is the 18th anniversary of the establishment of JD.com. On the upcoming 618th anniversary, JD.com aims to help more than 230 brands achieve orders exceeding 100 million yuan and help more than 120,000 small and medium-sized brand merchants double their turnover..</p><p>For the e-commerce industry, the mid-year business war is on the verge, which is bound to set off a wave of consumption upgrading; For JD.com, it will help boost revenue in the second quarter and expand its user base.</p><p><b>► Inventory turnover shows its strength and improves self-empowerment of society</b></p><p>JD.COM's smart supply chain and efficient inventory management are ultimately reflected in one indicator-inventory turnover days.</p><p>In the first quarter of 2021, the sales of hundreds of thousands of brands and merchants on the JD.com platform maintained a rapid growth momentum. JD.com's continuous technological innovation and open services also led to a significant improvement in the operational turnover efficiency of partners. JD.com's inventory turnover days further dropped to 31.2 days, a sharp drop of 4.2 days compared with the first quarter of last year, setting a record for faster inventory turnover days than in previous peak consumption seasons.</p><p>On the premise of millions of SKUs, JD.com has maintained a ratio of<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>With stronger inventory turnover capabilities, operational efficiency is second to none. This also means that under the normalization of the epidemic, JD.com's supply chain management level has improved, its inventory liquidity has become stronger and stronger, and its short-term debt repayment risks will also be weakened.</p><p>The reason why JD.com can efficiently manage inventory is inseparable from the efficient supply chain it has built for decades. Over the years, JD.com has created a system covering the entire process of product procurement, inventory, and contract fulfillment<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Decision-making system, so as to build an efficient channel from the supply side to the demand side.</p><p>JD.com has been consolidating its supply chain and technology for decades, not only paving the way for the development of retail business, but also achieving a win-win situation with society.</p><p>Mr. Liu Qiangdong, Chairman and CEO of JD.COM Group, said, \"Since its establishment, JD.COM has always been known for its focus on serving consumers. At the same time, with its advanced supply chain infrastructure, JD.COM has become the preferred partner for millions of enterprises to reduce costs and increase efficiency.\"</p><p>As of March 31, 2021, JD Logistics operated more than 1,000 warehouses, including the cloud warehouse area managed by JD Logistics, with a total storage area of more than 21 million square meters. In April, JD Logistics and<a href=\"https://laohu8.com/S/00700\">Tencent</a>Smart Retail jointly launched Jingteng Yuncang, focusing on warehousing enterprises, MCN institutions, brand merchants, e-commerce customers, etc., providing one-stop solutions of business flow + marketing flow + logistics.</p><p>As an integrated supply chain solution and logistics service provider, the number of JD logistics service enterprise customers has exceeded 190,000 in 2020, and it has provided integrated supply chain services to 52,700 enterprises. The revenue of integrated supply chain customers accounts for 75.8% of the total revenue.</p><p>Now, the bigger and stronger JD Logistics has officially started the listing process on the Hong Kong stock market and is expected to be listed on May 28. This is also the first step after JD.com and<a href=\"https://laohu8.com/S/06618\">JD Health</a>After that, JD.com appeared as the second listed company in the capital market.</p><p><img src=\"https://static.tigerbbs.com/1a791ea2e13dffb8c26c302c5dc5427c\" tg-width=\"790\" tg-height=\"593\" referrerpolicy=\"no-referrer\"></p><p>Prior to this, JD.com had completed the integration of cloud and AI business and JD Digital, and JD Technology Group was formally established. JD.COM Technology has now become the core platform for the whole JD.COM system to provide technical services to the outside world.</p><p>In addition, JD Health also launched the \"Rare Disease Care Plan\" in the first quarter. By connecting forces from all walks of life, it created a one-stop solution platform for \"medicine, medicine, insurance, and public welfare\" for rare diseases, with comprehensive rare disease drugs and medical services, to help alleviate the three major problems of rare disease groups: difficulty in diagnosing and seeking medical treatment, difficulty in accessing medicines, and difficulty in paying for medicines.</p><p>This JD.com, which we classify as an e-commerce platform, has continuously innovated under the impetus of Internet iteration and consumer demand upgrade, accumulated advanced technology and ecological operation experience, and continued to develop various new business segments, increasing the valuation of JD.com.</p><p><b>► Penfolds encourages plans to promote rural revitalization</b></p><p>More than 80% of front-line employees in JD.com come from rural areas, which is very rare. With the help of the digital and intelligent social supply chain capabilities, more and more employees and platform entrepreneurs have realized that they have never left their homes. Through them, JD.com has also extended its warmer services to the vast urban and rural areas, becoming an important force in rural revitalization. one.</p><p>Last year, JD.com released the goal of \"driving the growth of rural output value of one trillion yuan in three years\", which is intended to help a large number of rural areas achieve industrial revitalization, help more farmers share the dividends of the industrial chain, and achieve common prosperity.</p><p>Why is JD.com committed to rural revitalization? For a long time, the industries in rural areas are generally small and scattered, and the degree of standardization is not high, which also leads to low industrial efficiency and insufficient market competitiveness.</p><p>The opportunity lies in the fact that agricultural products are affected by the regional climate, and it is easy to form industrial belts. The agglomeration effect of industrial belt is conducive to promoting the large-scale production of agricultural products, thus forming a new industrialized management mode of \"e-commerce + leading enterprises/cooperatives + industries + farmers\" and enhancing the scale efficiency and market competitiveness of agricultural products. In the middle, a lot of technical and resource support is needed.</p><p>Therefore, JD.com has fully opened up its own technology and supply chain capabilities, lowered the market competition threshold for township enterprises and agricultural product enterprises, and allowed the industrial chain to take root in towns and villages. By establishing a large and medium-sized platform for the circulation of agricultural products, JD.com helps rural areas to build a closed loop of industrial chain, supply chain, and ecological chain, and supports rural areas to truly build sustainable industrial capabilities. In April this year, JD.com announced the panorama of its digital rural business for the first time, launched a complete solution system, and exported core values from five aspects: logistics, brand, industry, technology, and employment.</p><p>Looking back on the past few years, JD.com's cause of helping farmers and revitalizing rural areas has not only enriched the city's vegetable basket and fruit plate, but also enabled more agricultural enterprises and the new generation of farmers to embark on the path of digital development.</p><p>In April this year, JD.com announced the panorama of its digital rural business for the first time, exporting core values from five aspects: logistics, brand, industry, technology, and employment, and is committed to promoting the circulation of agricultural products in large and medium-sized platforms, JD.com Origin Warehouse/Cloud Warehouse, JD.com Farm, JD.com Industrial Belt, Smart County System, Regional Public Brand and other landing projects.</p><p><img src=\"https://static.tigerbbs.com/ab8f9ff2aa354edbe8ef07d141e55788\" tg-width=\"1080\" tg-height=\"1005\" referrerpolicy=\"no-referrer\"></p><p>JD.com has accumulated advanced technology and leading ecological operation experience, but it has not been immune to itself. Instead, it has opened the core technology to the society. On the occasion of the 18th anniversary, JD.com once again proved the correctness of every decision in the past with its performance.</p><p>At present, 14 institutions have updated their ratings and target prices on JD.com, of which 8 have given JD.com a target price of US $100 or more, which is more than 40% potential upside compared with the current price, and 5 believe that JD.com's Hong Kong stocks have a potential increase of more than 23%. potential increase.</p><p>In the post-epidemic era, the trend of continuous recovery of the consumer market remains unchanged. JD.com will also give full play to the effectiveness of the digital and intelligent social supply chain, help consumer and supply-side enterprises reduce costs and increase efficiency with technology and innovation, and create more extreme consumption for users. experience, create tangible benefits for brands and businesses, and create more value for society.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6d614d2a350aedef2a05b5cddc42006","relate_stocks":{"09618":"京东集团-SW","JD":"京东","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198850631","content_text":"2021开年红，18岁的京东在讲什么故事？\n北京时间5月19日晚间，京东集团（纳斯达克股票代码：JD；港交所股票代号：9618）发布了2021年第一季度业绩（以下简称2021Q1）。数据显示，京东一季度营收2032亿元，同比增长39%，超出市场预期；一季度末，京东年度活跃用户数接近5亿，年净增1.12亿人。\n\n在国内消费市场持续复苏的带动下，得益于品牌、商家及合作伙伴的强劲增长，京东主要核心指标获得超预期增长。业绩公布后，美东时间5月19日收盘京东(JD.US)上涨1.2%，5月20日港股京东(09618.HK)盘中最高涨超5%，收涨3.7%。\n► 业绩一览\n财报显示，京东2021Q1营收为2032亿元，同比增长39%。其中，京东零售营收为1858亿元，同比增长35.3%；净服务营收为279亿元，同比大涨73%，物流收入同比增长109%至224亿元。\n成本和费用方面：京东一季度成本支出1741亿元，较上年同期的1237亿元增长40%。一季度费用支出274亿元，较上年同期的202亿元增长36%。其中，履约费用138亿元，同比增长33%；营销费用70亿元，同比增长56%；研发费用45亿元，同比增长15%；管理费用22亿元，同比增长56%。\n由此带来的一季度毛利润为291亿元，毛利率达到14.3%；一季度运营利润为17亿元，运营利润率为0.8%。\n非美国通用会计准则下（Non-GAAP），京东2021Q1运营利润为35亿元，运营利润率为4.0%，2020年同期为3.7%。\n2021Q1归属于普通股股东的净利润为36亿元，2020年同期为11亿元。非美国通用会计准则下（Non-GAAP），2021Q1归属于普通股股东的净利润为40亿元，2020年同期为30亿元。\n截至2021年3月31日，京东过去12个月的活跃购买用户数较2020年同期的3.874亿增长29%至4.998亿。较2020年第一季度末大幅净增了1.12亿，创历史最大同期增幅。\n截至2021年3月31日，京东体系上市公司及非上市公司员工数约37万人，较2020年第一季度末新增了将近11万名员工。仅过去的一年间，京东物流为24万一线员工支出了261亿元，人均月支出近万元。\n除了持续投资物流及技术，巩固自身服务能力，京东也通过京喜、抖音等新渠道获客，预计2021年京东可保持稳定增长。值得一提的是，随着社区团购等业务的发展，短期内，受支出扩大的影响，京东会面临利润压缩等问题，但都可控且不会持续。\n► 营收再破两千亿，服务收入大涨73%\n后疫情时代，国内消费潜力进一步释放，京东零售作为头部电商平台以及核心企业服务开放平台，优先享受利好。2021年第一季度，京东营收同比增长39%至2032亿元。其中，零售业务营收比例91.4%；京东物流营收比例11%。\n数据来源：京东财报\n具体来看，京东一季度商品收入1752.82亿元。其中，电子产品及家用电器商品收入同比增长34%至1040亿元；日用百货商品收入同比增长36%至712.76亿元，均超过市场平均增速。\n自营业务日百品类去年同期增速仅为9.8%，迅速提振主要受益于就地过年背景下城市居民网购需求增加。\n自疫情以来，京东确保亿万用户家庭基本生活所需的可靠供应，致使日百、快消品的销售比例不断提升。更加均衡的品类发展不仅有利毛利率的提升，亦会促进零售业务的营收。\n此外，京东一季度服务收入同比增长73%至278.94亿元。其中，受社区团购业务拉动，平台及广告服务同比增长48%，物流及其他服务同比增长109%。\n\n数据来源：京东财报\n截至一季度末，京东社区团购已进入15个省份，覆盖70余个城市，京喜拼拼日均订单量达到200万件，进展超过市场预期。本季度京东把社区团购从核心零售业务中分离出来，将其与新业务部分合并，由此可见京东今年将加大对社区团购的投入。\n除此之外，营收稳定上涨的前提是用户质量提升。\n► 成为近5亿人都在用的京东\n截至2021年第一季度，京东年度活跃用户数同比增加29%至约5亿，一年新增1.12亿用户，创历史同期最大增幅。其中，超过80%的新增活跃用户来自下沉市场。\n\n数据来源：京东财报\n2019年开始京东提出物流下沉战略，并提出千县万镇24小时达计划。即使在2020年11.11大促期间，京东也能实现全国92%的区县、83%的乡镇次日达。京东物流对全国所有地区、城镇和人口已实现约100%的覆盖。\n为了继续扩大在下沉市场的影响力，京东已经与达达集团深化全渠道合作，为约1400个县区市打造“1小时生活服务圈”。同时，京东也通过整合“到店”、“到家”、全渠道营销等核心技术，提升线下零售的数字化和运营效率。即时消费的品类也从快消品、生鲜果蔬、办公用品等逐渐拓展到手机通讯、电脑数码、家电、医药等全品类。逐渐完善“购物体验”和“商品丰富度”。\n此外，京喜平台已经成为京东打开下沉市场的敲门砖。京喜APP通过工厂直供+产地直发模式，在低价好货和消费者之间搭建起一座桥梁，为农场型、工厂型和外贸型商家提供了一站式电商解决方案。自2019年9月上线至今，线上累计销售农产品超过100万吨。\n市场普遍认为，用户数增长仍将是京东最大的基本盘，下沉市场提高了京东的用户数天花板，未来三年京东活跃用户数将突破7亿。\n值得一提的是，2021年是京东成立的第18周年，在即将到来的618周年庆上，京东目标帮助超过230个品牌实现下单金额破亿，帮助超过12万中小品牌商家成交额翻倍。\n对电商行业而言，年中商战一触即发，势必掀起消费升级的浪潮；对京东而言，利于提振第二季度的营收、扩大用户群。\n► 库存周转尽显实力，提升自我赋能社会\n京东的智慧供应链及高效库存管理最终都体现在一个指标上——库存周转天数。\n在2021年第一季度，数十万品牌和商家在京东平台上的销售保持高速增长势头，京东持续的技术创新和开放服务，也带动了合作伙伴运营周转效率显著提升。京东的库存周转天数进一步下降至31.2天，同比去年一季度大幅下降了4.2天，创下了比往年消费旺季更快的库存周转天数纪录。\n京东在百万SKU的前提下，保持了比沃尔玛、亚马逊等更强的库存周转能力，运营效率可谓首屈一指。也这意味着，疫情常态化之下，京东的供应链管理水平提升，存货变现能力越来越强，面临的短期偿债风险也会被弱化。\n京东之所以能高效管理库存，离不开其数十年打造的高效供应链。多年来，京东打造了覆盖商品采购、库存、履约等全流程的智能决策系统，从而构建起从供给侧到需求侧的高效通道。\n京东数十年如一日地巩固供应链及技术，不仅是为零售业务发展做铺垫，更实现了与社会的共赢。\n京东集团董事会主席兼首席执行官刘强东先生表示，“自成立以来，京东一贯以专注服务消费者见长。与此同时，凭借先进的供应链基础设施，京东已成为数百万企业降本增效的首选合作伙伴。”\n截至2021年3月31日，京东物流运营超过1,000个仓库，包含京东物流管理的云仓面积在内，仓储总面积超过2,100万平方米。在4月份，京东物流与腾讯智能零售联合推出京腾云仓，重点面向仓储企业、MCN机构、品牌商家、电商客户等，提供商流+营销流+物流的一站式解决方案。\n作为一体化供应链解决方案及物流服务商，2020年京东物流服务企业客户数已超过19万，并为5.27万家企业提供一体化供应链服务，一体化供应链客户的收入占总收入的比重达到75.8%。\n现在，更大更强的京东物流，已经正式在港股启动上市程序，预计于5月28日挂牌。这也是继京东集团和京东健康之后，京东亮相资本市场的第二家上市公司。\n\n在此之前，京东已经完成了云与AI业务和京东数科的整合，京东科技集团正式成立。京东科技现已成为整个京东体系对外提供技术服务的核心平台。\n另外，京东健康也在一季度发起“罕见病关爱计划”，通过连接社会各界力量，打造罕见病“医、药、险、公益”一站式解决平台，以全面的罕见病药品和医疗服务，助力缓解罕见病群体确诊就医难、药品可及难、药品支付难三大问题。\n这个被我们归类在电商平台的京东，已经在互联网迭代、消费需求升级的推动下不断革新，积累了先进技术与生态运营经验，各项新的业务板块持续展开，为京东的估值加码。\n► 奔富助长计划发力乡村振兴\n京东上超过八成的一线员工来自于农村地区，这非常难得。借助于数智化社会供应链能力，越来越多的员工和平台创业者实现了离土不离乡，京东也通过他们把更有温度的服务延伸到广袤的城乡，成为乡村振兴的重要力量之一。\n去年，京东发布了“三年带动农村一万亿产值成长”的目标，意在帮助一大批乡村实现产业振兴，帮助更多农民分享产业链红利，实现共同富裕。\n为什么京东致力于乡村振兴？长期以来，农村地区的产业普遍存在小而散、标准化程度不高的问题，这也导致了产业效率低下，市场竞争力不足。\n契机在于，农产品受到地域气候的有影响，很容易形成产业带。产业带的聚集效应有利于促进农产品规模化生产，从而形成“电商+龙头企业/合作社+产业+农户”的产业化经营新模式，提升农产品的规模效益和市场竞争力。这中间，需要大量的技术和资源支持。\n因此，京东充分开放自身的技术和供应链能力，降低乡镇企业、农产品企业的市场竞争门槛，让产业链在乡镇扎下根。通过组建农产品流通大中台，京东帮助农村地区打造产业链、供应链、生态链的闭环，支持农村真正构建起可持续发展的产业能力。在今年4月，京东首次对外公布了数字乡村业务全景图，推出了完整的解决方案体系，从物流、品牌、产业、科技、就业五个方面输出核心价值。\n回顾过去几年，京东的助农振乡事业不但丰富了城市的菜篮子、果盘子，还使更多农业企业及新生代农民走上数字化发展道路。\n今年4月，京东首次对外公布了数字乡村业务全景图，从物流、品牌、产业、科技、就业五个方面输出核心价值，致力于推动农产品流通大中台、京东产地仓/云仓、京东农场、京东产业带、智慧县域系统、区域公用品牌等落地项目。\n\n京东积累了先进技术与领先生态运营经验，却没有独善其身，而是将最核心的技术开放给社会。在18周年之际，京东再次用业绩证明了过去每一项决策的正确性。\n目前已有14家机构更新对京东的评级及目标价，其中8家给予京东美股目标价达到或超过100美元，即较现价有超过40%的潜在上涨空间，5家认为京东港股有超过23%的潜在涨幅。\n后疫情时代，消费市场持续复苏的态势不变，京东也将发挥数智化社会供应链的效能，以技术与创新助力消费端、供给端的企业降本增效，为用户打造更极致的消费体验，为品牌和商家创造实实在在的收益，为社会创造更多的价值。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"JD":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}