{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u9ec3\u705d\u7136Tony","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/tonywonghy","title":"\u600e\u6a23\u70ba\u7f8e\u5718(3690)\u4f30\u503c\uff1f(\u4e0a) - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/555946\">\u600e\u6a23\u70ba\u7f8e\u5718(3690)\u4f30\u503c\uff1f(\u4e0a)<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),n=d.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),o=0;o<n.length;o++)n[o].style.display=\"none\";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute(\"style\"),\"height\"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if(\"link\"===t.message)if(a=d.createElement(\"a\"),i=d.createElement(\"a\"),a.href=r.getAttribute(\"src\"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener(\"message\",c.wp.receiveEmbedMessage,!1),d.addEventListener(\"DOMContentLoaded\",t,!1),c.addEventListener(\"load\",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf(\"MSIE 10\"),a=!!navigator.userAgent.match(\/Trident.*rv:11\\.\/),i=d.querySelectorAll(\"iframe.wp-embedded-content\"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute(\"data-secret\"))t=Math.random().toString(36).substr(2,10),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute(\"security\"),e.parentNode.replaceChild(t,e)}}}}(window,document);\n\/\/--><!]]>\n<\/script><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/555946\/embed\" width=\"600\" height=\"338\" title=\"&#8220;\u600e\u6a23\u70ba\u7f8e\u5718(3690)\u4f30\u503c\uff1f(\u4e0a)&#8221; &#8212; Fortune Insight\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime.fortuneinsight.com\/web\/wp-content\/uploads\/2021\/06\/3690_1.jpg","thumbnail_width":951,"thumbnail_height":533,"description":"\u5728\u8861\u91cf\u67d0\u96bb\u80a1\u7968\u662f\u5426\u503c\u5f97\u8cb7\u5165\u6642\uff0c\u9664\u4e86\u6703\u5be9\u8996\u5b83\u7684\u57fa\u672c\u56e0\u7d20\u4e4b\u5916\uff0c\u9084\u6703\u5c0d\u6a19(benchmark)\u5176\u4ed6\u540c\u696d\uff0c\u6216\u8005\u8207\u7af6\u722d\u5c0d\u624b\u4f5c\u4f30\u503c\u6bd4\u8f03\uff0c\u85c9\u6b64\u6e1b\u4f4e\u5728\u9ad8\u6602\u4f30\u503c\u8cb7\u5165\u67d0\u96bb\u80a1\u7968\u7684\u98a8\u96aa\u3002\u4e00\u822c\u60c5\u6cc1\u4e0b\uff0c\u5982\u679c\u516c\u53f8\u53ea\u6709\u4e00\u9805\u696d\u52d9\uff0c\u6216\u8005\u4e3b\u696d\u7684\u6536\u5165\u4f54\u6bd4\u5f88\u9ad8\uff0c\u5728\u4f30\u503c\u7684\u6642\u5019\u76f8\u5c0d\u4e0a\u6703\u8f03\u6613\u8655\u7406\uff0c\u53ea\u9700\u5c0d\u6bd4\u540c\u696d\u4e4b\u9593\u7684\u5e02\u76c8\u7387(PE Ratio)\u6216\u5e02\u92b7\u7387(PS Ratio)\uff0c\u4fbf\u5927\u6982\u5f97\u77e5\u4f30\u503c\u9ad8\u4f4e\u3002\u7136\u800c\uff0c\u5047\u5982\u516c\u53f8\u5c6c\u65bc\u7d9c\u5408\u578b\u4f01\u696d(Conglomerate)\uff0c\u6216\u8005\u5957\u7528\u65b0\u7d93\u6fdf\u7528\u8a9e\uff0c\u662f\u5c6c\u65bc\u5e73\u53f0\u578b\u4f01\u696d\uff0c\u4f30\u503c\u904e\u7a0b\u4fbf\u6703\u8907\u96dc\u56f0\u96e3\u5f97\u591a\u3002 &nbsp; \u4ee5\u7f8e\u5718(3690)\u70ba\u4f8b\uff0c\u65d7\u4e0b\u696d\u52d9\u5927\u81f4\u53ef\u5206\u6210\u4e09\u584a\uff0c\u5206\u5225\u662f\u9910\u98f2\u5916\u8ce3\u3001\u5230\u5e97\u9152\u65c5\u53ca\u65b0\u696d\u52d9\u3002\u7e31\u89c0\u74b0\u7403\u80a1\u5e02\uff0c\u5be6\u5728\u96e3\u6709\u500b\u5225\u516c\u53f8\u53ef\u4ee5\u8207\u7f8e\u5718\u4f5c\u76f4\u63a5\u5c0d\u6a19\uff0c\u5373\u4f7f\u53e6\u4e00\u9593\u79d1\u7db2\u5de8\u982d\u963f\u91cc\u5df4\u5df4(9988)\u5747\u6709\u53c3\u8207\u4e0a\u8ff0\u696d\u52d9\uff0c\u4f46\u76f4\u63a5\u5c07\u4e4b\u8207\u7f8e\u5718\u5c0d\u6a19\u537b\u751a\u70ba\u4e0d\u59a5\uff0c\u7686\u56e0\u7f8e\u5718\u4e26\u7121\u6d89\u8db3\u96f2\u8a08\u7b97\u3001\u8de8\u5883\u96fb\u5546\u7b49\u696d\u52d9\uff0c\u6240\u4ee5\u4e0d\u80fd\u76f4\u63a5\u985e\u5225\u3002\u6709\u898b\u53ca\u6b64\uff0c\u6295\u8cc7\u754c\u666e\u904d\u6703\u63a1\u7528\u53e6\u4e00\u5957\u4f30\u503c\u65b9\u6cd5\u540d\u53eb\u5206\u985e\u52a0\u7e3d\u4f30\u503c\u6cd5(Sum of the Parts\uff0c\u6216\u7c21\u7a31SOTP)\uff0c\u610f\u5373\u5148\u5c07\u516c\u53f8\u6bcf\u4e00\u9805\u696d\u52d9\u4f5c\u51fa\u7368\u7acb\u4f30\u503c\uff0c\u518d\u4e58\u4ee5\u63a7\u80a1\u6bd4\u4f8b\u4e26\u9010\u4e00\u758a\u52a0\u7d2f\u8a08\uff0c\u518d\u8003\u616e\u516c\u53f8\u624b\u6301\u7684\u73fe\u91d1\u91d1\u984d\uff0c\u5c31\u53ef\u4ee5\u6982\u62ec\u5730\u8a08\u7b97\u51fa\u516c\u53f8\u7684\u5167\u5728\u50f9\u503c\u6c34\u5e73\u3002\u7b46\u8005\u5728\u4e0b\u6587\u6703\u4ee5\u7f8e\u57182020\u5e74\u7684\u8ca1\u52d9\u6578\u64da\u4f5c\u70ba\u4f8b\u5b50\uff0c\u8ddf\u8b80\u8005\u6f14\u793a\u4e00\u6b21\u4f30\u503c\u904e\u7a0b\u3002 &nbsp; (1)\u00a0\u9910\u98f2\u5916\u8ce3 \u9019\u9805\u696d\u52d9\u53ef\u8b02\u7f8e\u5718\u7684\u672c\u696d\uff0c\u8ca2\u737b\u8457\u7f8e\u5718\u6574\u9ad4\u6536\u5165\u7d0456-58%\u3002\u7531\u65bc\u7f8e\u5718\u50c5\u5728\u5167\u5730\u7d93\u71df\u696d\u52d9\uff0c\u6700\u7406\u60f3\u7684\u5c0d\u6a19\u5c0d\u8c61\u81ea\u7136\u662f\u963f\u91cc\u65d7\u4e0b\u7684\u9913\u4e86\u9ebc\uff0c\u60df\u76f8\u95dc\u8cc7\u8a0a\u4e26\u4e0d\u900f\u660e\u516c\u958b\uff0c\u56e0\u6b64\u552f\u6709\u5c0d\u5916\u641c\u5c0b\u3002\u7d20\u4f86\u6709\u300c\u7f8e\u570b\u7248\u7f8e\u5718\u300d\u4e4b\u7a31\u7684DoorDash(DASH:US)\uff0c\u525b\u65bc\u53bb\u5e7412\u6708\u4efd\u4e0a\u5e02\uff0cIPO\u5b9a\u50f9\u7531\u539f\u514875-85\u7f8e\u5143\u4e0a\u8abf\u81f3102\u7f8e\u5143\uff1b\u53e6\u4e00\u500b\u5c0d\u6a19\u5c0d\u8c61\uff0c\u5247\u662f\u7f8e\u570b\u53e6\u4e00\u500b\u5916\u8ce3\u5e73\u53f0Grubhub(GRUB:US)\uff0c\u6700\u521dUber(UBER:US)\u65bc\u53bb\u5e74\u6709\u610f\u6536\u8cfcGrubhub\uff0c\u4e26\u5c31\u6b64\u5c55\u958b\u904e\u8ac7\u5224\uff0c\u5f8c\u4f86Uber\u64d4\u5fc3\u6536\u8cfc\u5f8c\u6703\u51fa\u73fe\u58df\u65b7\u60c5\u6cc1\u800c\u88ab\u8abf\u67e5\u8d77\u8a34\uff0c\u56e0\u800c\u9000\u51fa\u6536\u8cfc\uff0c\u6700\u5f8c\u7531\u8377\u862d\u5916\u8ce3\u5e73\u53f0Just Eat Takeaway\u6210\u529f\u6536\u8cfc\u3002\u7531\u6b64\u53ef\u898b\uff0c\u4ee5\u4e0a\u5169\u8005\u5728\u8cc7\u672c\u5e02\u5834\u4e0a\u5747\u6709\u660e\u78ba\u4f30\u503c\uff0c\u800c\u4e14\u53c3\u8207\u8005\u773e\uff0c\u5f97\u51fa\u4f86\u7684\u4f30\u503c\u4e5f\u6703\u6bd4\u8f03\u7cbe\u6e96\u3002 (\u5716\u4e00\uff1a\u5168\u7403\u9910\u98f2\u5916\u8ce3\u5e73\u53f0\u540c\u696d\u4f30\u503c\u6bd4\u8f03\u3002\u8cc7\u6599\u4f86\u6e90\uff1a\u5404\u516c\u53f8\u5e74\u5831\u3002\u7d93\u7b46\u8005\u81ea\u884c\u6574\u7406\u3002) &nbsp; \u81f3\u65bcUber\uff0c\u5176\u4f30\u503c\u6700\u5927\u90e8\u5206\u4ecd\u4f86\u81ea\u65bc\u5176\u7db2\u7d04\u8eca\u696d\u52d9\uff0c\u5e02\u5834\u5b9a\u4f4d\u4e0a\u4ea6\u751a\u5c11\u5c07\u4e4b\u8996\u4f5c\u5916\u8ce3\u914d\u9001\u5e73\u53f0\u3002\u518d\u8005\uff0c\u5728\u5b83111.39\u5104\u7f8e\u5143\u7684\u6536\u5165\u7576\u4e2d\uff0c\u5176\u4e2d\u647b\u96dc\u8457\u7db2\u7d04\u8eca\u65b9\u9762\u7684\u6536\u5165\uff0c\u4ee5\u6b64\u53bb\u4f30\u7b97\u5916\u8ce3\u696d\u52d9\u7684\u4f30\u503c\u537b\u4e0d\u592a\u516c\u5141\uff0c\u56e0\u6b64\u7b46\u8005\u6703\u4ee5DoorDash\u53caGrubhub\u4f5c\u70ba\u53c3\u8003\u3002\u6309\u7167\u5b83\u50112020\u5e74\u7684\u8ca1\u52d9\u5831\u8868\uff0cDoorDash\u7684\u5e02\u92b7\u7387\u7d0418.89\u500d\uff0c\u800cGrubhub\u5247\u903e10\u500d\uff0c\u5982\u679c\u5728\u5b83\u5011\u7576\u4e2d\u843d\u58a8\u7684\u8a71\uff0c\u4ee5\u7f8e\u5718\u8a72\u5206\u90e8\u6536\u5165\u7d04102.64\u5104\u7f8e\u5143\u8a08\u7b97\uff0c\u9019\u9805\u696d\u52d9\u7684\u4f30\u503c\u7d041,500\u5104\u7f8e\u5143\uff0c\u6298\u5408\u7d049,670\u5104\u5143\u4eba\u6c11\u5e63\u3002 &nbsp; (2)\u00a0\u5230\u5e97\u3001\u9152\u5e97\u53ca\u65c5\u904a \u82e5\u8ad6\u76c8\u5229\u80fd\u529b\uff0c\u800c\u975e\u6536\u5165\u4f86\u6e90\uff0c\u7f8e\u5718\u7684\u5230\u5e97\u9152\u65c5\u5206\u90e8\u81f3\u95dc\u91cd\u8981\u3002\u6839\u64da\u5b832020\u5e74\u7684\u696d\u7e3e\uff0c\u5728\u6487\u9664\u65b0\u696d\u52d9\u903e108\u5104\u7684\u5de8\u984d\u8667\u640d\u5f8c\uff0c\u7d93\u71df\u6ea2\u5229\u4ecd\u9ad8\u905443.3\u5104\u4eba\u6c11\u5e63\uff0c\u7b87\u4e2d\u95dc\u9375\u5728\u65bc\u9019\u584a\u696d\u52d9\u5e36\u4f86\u4e86\u63a5\u8fd182\u5104\u5143\u7684\u6ea2\u5229\uff0c\u4ea6\u662f\u7f8e\u5718\u7e7c\u7e8c\u7dad\u6301\u76c8\u5229\u72c0\u614b\u7684\u529f\u81e3\u3002\u96d6\u7136\u9019\u5206\u90e8\u7684\u5730\u4f4d\u8209\u8db3\u8f15\u91cd\uff0c\u4f46\u56e0\u5e02\u5834\u4e0a\u4ea6\u6709\u4e0d\u5c11\u5df2\u4e0a\u5e02\u7684\u65c5\u904a\u5e73\u53f0\uff0c\u56e0\u6b64\u5728\u8861\u91cf\u4f30\u503c\u7684\u6642\u5019\uff0c\u53cd\u800c\u662f\u5e7e\u9805\u696d\u52d9\u4e4b\u4e2d\uff0c\u6700\u5bb9\u6613\u5c0d\u6a19\u7684\u4e00\u9805\u3002 (\u5716\u4e8c\uff1a\u5168\u7403\u65c5\u904a\u5e73\u53f0\u540c\u696d\u4f30\u503c\u6bd4\u8f03\u3002\u8cc7\u6599\u4f86\u6e90\uff1a\u5404\u516c\u53f8\u5e74\u5831\u3002\u7d93\u7b46\u8005\u81ea\u884c\u6574\u7406\u3002) &nbsp; \u7b46\u8005\u96d6\u7136\u540c\u6a23\u7f85\u5217\u51fa\u5e7e\u9593\u53ef\u4f9b\u5c0d\u6a19\u7684\u9078\u64c7\uff0c\u5305\u62ec\u525b\u4f86\u6e2f\u4e0a\u5e02\u4e0d\u4e45\u7684\u651c\u7a0b\u96c6\u5718(9961)\u3001\u540c\u7a0b\u85dd\u9f8d(780)\u53caTrivago(TRVG:US)\u3002\u8003\u616e\u5230\u696d\u52d9\u5730\u5340\u53ca\u71df\u904b\u898f\u6a21\uff0c\u7b46\u8005\u8a8d\u70ba\u61c9\u5074\u91cd\u65bc\u524d\u5169\u8005\uff0c\u751a\u81f3\u61c9\u8a72\u66f4\u50be\u5411\u65bc\u651c\u7a0b\u96c6\u5718\u7684\u4f30\u503c\u3002\u6309\u7167\u5169\u9593\u65c5\u904a\u5e73\u53f0\u7684\u5e02\u92b7\u7387\u4f5c\u70ba\u4f30\u503c\uff0c\u651c\u7a0b\u7684\u5e02\u92b7\u7387\u7d0410\u500d\uff0c\u800c\u898f\u6a21\u8f03\u5c0f\u7684\u540c\u7a0b\u85dd\u9f8d\uff0c\u5e02\u92b7\u7387\u5247\u5927\u7d047\u500d\u3002\u4ee5\u7f8e\u57182020\u5e74\u5168\u5e74\u7684\u5230\u5e97\u9152\u65c5\u6536\u5165\u9054\u5230212\u5104\u5143\u8a08\u7b97\uff0c\u4ee5\u651c\u7a0b\u7684\u540c\u7b49\u4f30\u503c\u985e\u6bd4\uff0c\u7f8e\u5718\u9019\u9805\u696d\u52d9\u7684\u4f30\u503c\u53ef\u671b\u9ad8\u9054\u7d042,100\u5104\u5143\u3002\u5373\u4f7f\u53d6\u651c\u7a0b\u8207\u540c\u7a0b\u85dd\u9f8d\u4e4b\u9593\u7684\u4f30\u503c\u4e2d\u4f4d\u6578\uff0c\u5230\u5e97\u9152\u65c5\u7684\u4f30\u503c\u4ecd\u57281,800\u5104\u5143\u4e4b\u4e0a\u3002"}