股市资讯 | 数万件时装单品任选,共享衣橱你会喜欢吗?马云带头投资美国租衣平台2000万美元

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美国股市

美东时间3月16日16:00(北京时间3月17日04:00),道指涨72.085点,或0.29%,报24,946.51点;标普500指数涨4.68点,或0.17%,报2,752.01点;纳指涨0.25点,报7,481.99点。美股收高,标普500指数终止连续4个交易日的下跌。经济数据大多表现积极,帮助投资者克服了对美国政治因素的担忧情绪。

但上周美股三大股指均录得超过1%的跌幅。截至周五收盘,道指本周累计下跌1.6%,标普500指数累计下跌1.3%,纳指下跌1%。造成上周美股下跌的原因包括市场对全球贸易战的担忧、特朗普政府高层人事变动等等。

共享衣橱

日前,据外媒报道,阿里巴巴集团董事长马云和执行副主席蔡崇信通过蓝池资本对美国租衣平台Rent the Runway(RTR)投资2000万美元。

据悉,此轮投资对RTR的估值约为8亿美元。RTR创建于2009年,是一个在线租衣平台。该平台最初主要面向聚会、晚宴、婚礼等低频次活动场合的礼服配饰的租赁需求。

事实上,阿里巴巴此前已尝试在国内类似的公司上押筹码。

去年9月,女装月租共享平台“衣二三”宣布完成5000万美元C轮融资,由阿里巴巴、软银中国、红杉中国联合领投,金沙江创投、IDG资本等老股东跟投。

在投资之前,双方就已经在业务层面进行了合作。当年4月,阿里将其接入芝麻信用平台,截至目前平台上已经接入了衣二三、女神派、美丽租等7家共享衣橱平台。

据了解,“衣二三”提供时装订阅包月换衣服务,时装不需要购买,缴纳每月499元(首月199元)的会员费,可挑选平台上的数万件时装供会员免费换穿,而且免去洗衣困扰。

可以看出,虽然这两家公司业务模式类似,但是也有不同之处。Rent the Runway主打的是特殊场合礼服的租赁,日常服饰的月订阅服务是其次的;而“衣二三”平台主打的则是日常服饰的月订阅服务。目前,Rent the Runway主要的市场是在美国,并且该公司也是美国最大的服装干洗公司;“衣二三”的主要市场在中国。

目前国内共享衣橱平台的使用流程大抵是:消费者购买包月服务,在平台上挑选服装,由平台负责送货;消费者使用完后将服装寄回平台,再挑选其他款式。值得一提的是,干洗熨烫和来回的邮费均由平台负责。

美国共享服装平台的主营业务是提供应对聚会、晚宴、婚礼等低频次活动场合的礼服,并非是日常类。反观国内市场,由于文化差异,即使是在一线城市内,需要人们穿着正式礼服的场景也并不多;更何况对于多数人来说,衣物属私人物品,与他人共享衣物在卫生和心理上都存在障碍。所以这部分市场到底有多大,是否能改变人们的观念并培育壮大相关市场?这些问题都尚待观察。

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今日头条内部人士:确定在融资,希望上市前达千亿规模。今日头条被曝已向各大投资机构询价并筹备融资,估值区间为400-600亿美元。如果这一消息属实,其估值就较2016年末公布的110亿美元翻了超4倍,与滴滴看齐,直逼蚂蚁金服。

美国或在G20“寻求共识”施压中国。 媒体称,在将于本周举办的G20财长会议期间,美国表示将会联合“志同道合”的国家,共同向中国的国企补贴及外商投资政策等施压。而钢铝关税计划,可能正是特朗普“要挟”其他国家加入的筹码。

香港股市

截至收盘,恒生指数跌0.12%,报31501.97点;国企指数跌0.37%,报12673.07点;红筹指数涨0.2%,报4499.28点。大市成交1436.63亿港元。

沪港通资金流向方面,沪股通净流出10.35亿,港股通(沪)净流入为4.08亿;深港通资金流向方面,深股通净流出8.6亿,港股通(深)净流入为11.18亿。

内银股下跌。中国光大银行(3.9, -0.02, -0.51%)跌1.75%,报3.92元;招商银行(33.7, -0.15, -0.44%)跌2.31%,报33.85元;中信银行(5.53, -0.02, -0.36%)跌2.29%,报5.55元。

内房股上涨。合景泰富涨7.6%,报13.02元;世茂房地产(22.75, -0.45, -1.94%)涨6.91%,报23.2元;碧桂园(16.34, -0.22, -1.33%)涨4.68%,报16.56元。

美联储加息在即 港元面临加速贬值压力。自从美联储2015年12月起开始施行货币政策正常化以来,一共已经加息5次。市场几乎一边倒预期美联储本周将再次加息25个基点。

中国股市

截至收盘,沪指报3269.88点,跌21.23点,跌幅0.65%,成交1768亿元;深成指报11051.12点,跌112.53点,跌幅1.01%,成交2284亿元;创业板指报1821.32点,跌27.39点,跌幅1.48%,成交704.6亿元。

盘面上,独角兽概念、园区开发、租售同权、汽车整车、保险等概念板块涨幅居前;煤炭、钢铁、芯片概念、两桶油、有色等概念板块跌幅居前。

顺丰控股靓丽财报却遭下跌。2018年3月14日,顺丰控股(002352)发布《2017年年度报告》。报告披露,顺丰控股2017年营收、净利润分别为710.94亿元和47.71亿元。扣除非经常性损益后净利润(简称扣非净利润)为37.03亿元,连续第二年完成业绩承诺。靓丽财报公布后,顺丰控股连续两个交易日下跌,3月16日收于50.59元,市值2232亿,较峰值跌落1000亿。压制顺丰市值的因素有三个:业绩增速放缓、盈利能力不理想和强大竞争对手浮出水面。

关键词:股票,香港股市,港股,恒指,香港IPO,交易港股,美股,中国A股,股市资讯, 美国上市, 阿里巴巴股票

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