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0勋章

12-29 21:03

这篇文章不错，转发给大家看看

iRobot退场，中国扫地机五强开启“王座”争夺战

2021-02-04

$诺基亚(NOK)$芬兰时间8点等于北京下午2点。我50张4.5的calls5000股成本1500美元有希望赢1年中饭钱吗？

2020-01-30

$趣店(QD)$ 看好互金股。延期开工好多人不上班没钱用了。借了网贷

2017-03-15

$Adeptus Health Inc.(ADPT)$ 老婆差点和我离婚了，套死人了

2021-02-04

$诺基亚(NOK)$完了，滚犊子了，凉凉。10000大洋打水漂了。

2020-11-03

$Corrections Corp of America(CXW)$灬

2016-11-08

$凡利亚药品国际(VRX)$ 救命啊

2020-03-21

$趣店(QD)$你下来；哥哥接你回家。不卖你了

2020-03-21

$趣店(QD)$我哭了：这次是关灯没面吃。趣店卖了：割在1.58元。然后买了梅西百货；6.5元。又被套了：梅西百货（没戏）（米西）还是（没事）大家说说：最后说一下；趣店罗敏；你大爷的。

2020-02-21

$趣店(QD)$ 我昨天把吃饭的钱省下买了1千多

2018-08-03

$Helios and Matheson Analytics(HMNY)$救我命

2017-10-30

卖了就涨

$航美传媒(AMCN)$ 出啥事？

2023-12-01

$Faraday Future(FFIE)$ 当时那三个美国独立董事他们当时提出他们去找当地友好银行融8000万。不搞80合一！结果给老贾赶走了！失去最后的一次机会！老贾是最大空头

2020-04-28

$跟谁学(GSX)$为什么陈学东是称呼拉总。谁知道

2020-01-22

$趣店(QD)$ 3.42买入。挣点羊肉钱。3.9卖

2019-07-27

$Superior Industries International(SUP)$ 3

2018-08-02

$Helios and Matheson Analytics(HMNY)$我想哭了

2020-02-04

$趣店(QD)$ 罗敏被杀了

2017-03-28

$Adeptus Health Inc.(ADPT)$ 还有人买了没卖的吗

2016-11-15

现在买

$凡利亚药品国际(VRX)$ 底板价啊

去老虎APP查看更多动态

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16:27","market":"hk","language":"zh","title":"iRobot退场，中国扫地机五强开启“王座”争夺战","url":"https://stock-news.laohu8.com/highlight/detail?id=2594324888","media":"星岛财经","summary":"近期，iRobot正式申请了破产保护：公司将从纳斯达克退市，由自己的中国代工厂——深圳杉川机器人有限公司全资收购。iRobot的衰落并非突然，2022年公司业绩急转直下，营收同比下降24%，净利润由盈转亏。然而IDC的数据显示，今年上半年，iRobot的全球份额已萎缩至7.9%，位列第五。随着iRobot逐步失守，海外市场已经形成了由中国品牌主导的市场格局。国内对手贴身肉搏事实上，国内扫地机市场的竞争更为激烈。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162908999v152y5hsebc0uqu\"/><p><strong>《<a href=\"https://laohu8.com/S/01105\">星岛</a>》见习记者 齐鑫 上海报道</strong></p><p>成立于1990年的iRobot不会想到，作为扫地机器人行业的开创者，自己没能挺过2025年的冬天。</p><p>近期，iRobot正式申请了破产保护：公司将从纳斯达克<span>退市</span>，由自己的中国代工厂——深圳杉川机器人有限公司（下称“杉川”）全资收购。</p><p>iRobot的衰落并非突然，2022年公司业绩急转直下，营收同比下降24%，<span>净利润</span>由盈转亏。2025财年第三财季报告显示，截至9月27日，iRobot前三财季实现营收3.75亿美元，同比下滑17.5%，净利润-1.3亿美元，同比下降90%。</p><p>这家行业鼻祖的衰落，与中国品牌的强势崛起有关。据国际数据公司IDC发布的《全球智能家居设备市场季度跟踪报告》，今年前三季度，全球智能扫地机器人市场累计<span>出货</span>1742.4万台，同比增长18.7%。从厂商份额来看，中国厂商包揽全球出货量前五。</p><p>当全球市场进入中国品牌“内战”阶段，更为激烈的竞争或许才刚刚开始。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162910702v152eido87ewh4g\"/><p><strong>中国品牌挤垮海外巨头</strong></p><p>击垮iRobot的直接原因，是巨额债务问题，公司总<span>负债</span>高达5.08亿美元，而账上现金仅剩约2480万美元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162916578v1528u9u5c08y5q\"/><p><strong>▲iRobot财报截图</strong></p><p>而它最大的债主，是来自中国的企业杉川——从代工厂到新主人，一夜之间反客为主。</p><p>对于破产原因，资深企业战略和技术创新管理专家、科方得咨询机构负责人张新原向《星岛》分析，iRobot技术迭代慢，供应链依赖杉川且回款承压，此前<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>收购受阻错失窗口期，叠加定价偏高，最终现金枯竭、负债高企并由杉川接盘。</p><p>而iRobot之所以会走到破产的境地，还有着更为关键的原因。公司执行官加里·科恩坦言，公司未能适应市场变化，且无力与中国竞争对手抗衡。“我们既没有创新，也没有推出更具竞争力的产品。”</p><p>曾经，iRobot是全球扫地机器人龙头，有媒体报道，公司顶峰时期全球市占率曾超过60%。然而IDC的数据显示，今年上半年，iRobot的全球份额已萎缩至7.9%，位列第五。到了第三季度末，全球出货量的前五席已被中国品牌霸占，iRobot不再属于第一阵营。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162922440v152qtx8d27gvr2\"/><p><strong>▲IDC咨询公众号截图</strong></p><p>具体来看，今年前三季度，<a href=\"https://laohu8.com/S/688169\">石头科技</a>（688169.SH）累计出货378.8万台，位居全球出货量榜首，并在全球智能扫地机器人市场中占据份额达到21.7%，在美国、德国、韩国、土耳其等多个国家的出货量稳居行业第一；<a href=\"https://laohu8.com/S/603486\">科沃斯</a>（603486.SH）前三季度全球累计出货245.3万台，全球市场份额14.1%，排名第二；追觅排名第三，全球市场份额12.4%，在欧洲市场排名第一。</p><p>另外，<a href=\"https://laohu8.com/S/XIACY\">小米</a>（1810.HK）仍主打中端性价比路线，全球市场份额达10%，正在向高端产品线拓展；云鲸在美国及<a href=\"https://laohu8.com/S/002540\">亚太</a>核心区域的市场份额大幅增长，前三季度出货量跻身全球前五，海外市场份额大幅增长。</p><p>谈及与中国品牌的竞争，张新原认为iRobot存在不少短板，包括核心体验迭代滞后，全能基站与AI避障渗透率低，同时对代工依赖度高、柔性生产与规模化降本弱，价格竞争力不足。此外，iRobot海外本地化运营与售后体系滞后，智能家居联动与数据闭环薄弱，难以形成生态壁垒。</p><p>随着iRobot逐步失守，海外市场已经形成了由中国品牌主导的市场格局。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162925308v152rf2kpuikp73\"/><p><strong>国内对手贴身肉搏</strong></p><p>事实上，国内扫地机市场的竞争更为激烈。</p><p>来自IDC的数据，今年前三季度，<a href=\"https://laohu8.com/S/00464\">中国智能</a>扫地机器人市场累计出货量达463万台，同比增幅高达 27.2%。前五家企业占据超过八成的市场份额。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162925985v152hwbxandkl7o\"/><p><strong>▲IDC咨询公众号截图</strong></p><p>激烈的市场竞争中，品牌们面临着不小的压力。云鲸智能创始人兼CEO张峻彬此前在接受媒体采访时曾表示，当前国内很多企业极度内卷，而行业内卷会导致品牌方实际收入和利润下降。</p><p>石头科技财报显示，今年前三季度公司营收120.66亿元，同比增长72.22%；归母净利润却同比下降了29.51%至10.38亿元；扣非归母净利润下降29.63%至8.35亿元。</p><p>石头科技“增收不增利”，原因之一便是销售费用猛增，前三季度该项数据达31.8亿元，对比去年同期的15.64亿元已经翻倍。</p><p>国内市场出货量排名第一的科沃斯的销售开支也在扩大，今年前三季度，该项费用为39.1亿元，同比增加超32%。业绩方面，公司在2021年归母净利润达到20.1亿元高点后盈利状况急转直下，2023年已跌至6.12亿元。尽管2024年回升至8.06亿元，但比2021年仍相差超12亿元。今年前三季度，公司归母净利润14.18亿元。</p><p>眺远咨询董事长兼CEO高承远向《星岛》表示，当前国内扫地机行业“参数内卷”，滚刷、拖布形态频繁换代，研发成本稀释利润，同时企业以低价换量，产品陷入“创新空心化”，多数新品只改外观不改体验，用户换机周期拉长至50个月，市场提前见顶。</p><p>尽管赛道拥挤竞争激烈，但新玩家还在涌入。今年8月，以无人机闻名的大疆跨界入局，推出扫地机器人ROMO，首月销量即破万台，三季度出货量排名第六。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162927209v152ismkfr6eqt6\"/><p><strong>未来竞争焦点在哪里</strong></p><p>当大疆选择进入清洁领域，扫地机品牌们也正在反向跨界。</p><p>其中最具代表性便是追觅。先是涉足家电、手机，又在今年8月宣布进入无人机领域，短短一周后又正式官宣造车计划，首款超<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电产品对标布加迪<a href=\"https://laohu8.com/S/603779\">威龙</a>，引发外界关注。早前，石头科技也涉足了洗衣机产品。</p><p>技术层面，机械臂是扫地机器人企业正在探索方向。今年2月，石头科技推出的全球首款搭载5轴折叠仿生机械手的扫地机器人石头G30 Space探索版正式在国内发布；9月，追觅在上海举行的发布会上正式推出了搭载全球首发的AI双刮洗机械臂技术的产品。</p><p>高承远认为，未来扫地机的竞争还会在场景层面聚焦，从“扫地”升级为“家庭地面全护理”。</p><p>“基站上下水、垃圾压缩、AI 污渍识别只是门票，下一步是‘移动清洁+空气净化+安防巡检’三机合一，谁掌握多传感器融合与家庭地图运营权，谁就能像手机里的iOS一样收‘生态税’。”</p><p>他认为国内价格战不会长久，企业只有把高附加值产品卖到拉美、中东、东南亚等地区才能“续命”。本地化团队、海外售后、区域数据合规将成为新门槛，纯代工OEM模式走不远。他还指出，扫地机技术迭代周期已缩至9个月，企业没有15%以上的<span>自由现金流</span>难以支撑持续研发与库存风险。未来两年，“技术+制造+渠道”三位一体的公司会启动纵向整合，自研伺服电机、自建海外仓、自建线上社群，用利润池“熬死”跟风者。</p><p>“一句话，赛道进入‘高研发、高资本、高品牌’的三高时代，小玩家要么被收编，要么消失；留下来的，必须让产品成为用户家庭数据网络的一个节点，而不是一个会跑的圆盘。”高承远说。</p><p><strong>编辑</strong><strong>|林木</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\niRobot退场，中国扫地机五强开启“王座”争夺战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-27 16:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251227162947a47e78dd&s=b><strong>星岛财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《星岛》见习记者 齐鑫 上海报道成立于1990年的iRobot不会想到，作为扫地机器人行业的开创者，自己没能挺过2025年的冬天。近期，iRobot正式申请了破产保护：公司将从纳斯达克退市，由自己的中国代工厂——深圳杉川机器人有限公司（下称“杉川”）全资收购。iRobot的衰落并非突然，2022年公司业绩急转直下，营收同比下降24%，净利润由盈转亏。2025财年第三财季报告显示，截至9月27日，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251227162947a47e78dd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","603486":"科沃斯","688169":"石头科技","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1607":"新IT概念","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF 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ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251227162947a47e78dd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2594324888","content_text":"《星岛》见习记者 齐鑫 上海报道成立于1990年的iRobot不会想到，作为扫地机器人行业的开创者，自己没能挺过2025年的冬天。近期，iRobot正式申请了破产保护：公司将从纳斯达克退市，由自己的中国代工厂——深圳杉川机器人有限公司（下称“杉川”）全资收购。iRobot的衰落并非突然，2022年公司业绩急转直下，营收同比下降24%，净利润由盈转亏。2025财年第三财季报告显示，截至9月27日，iRobot前三财季实现营收3.75亿美元，同比下滑17.5%，净利润-1.3亿美元，同比下降90%。这家行业鼻祖的衰落，与中国品牌的强势崛起有关。据国际数据公司IDC发布的《全球智能家居设备市场季度跟踪报告》，今年前三季度，全球智能扫地机器人市场累计出货1742.4万台，同比增长18.7%。从厂商份额来看，中国厂商包揽全球出货量前五。当全球市场进入中国品牌“内战”阶段，更为激烈的竞争或许才刚刚开始。中国品牌挤垮海外巨头击垮iRobot的直接原因，是巨额债务问题，公司总负债高达5.08亿美元，而账上现金仅剩约2480万美元。▲iRobot财报截图而它最大的债主，是来自中国的企业杉川——从代工厂到新主人，一夜之间反客为主。对于破产原因，资深企业战略和技术创新管理专家、科方得咨询机构负责人张新原向《星岛》分析，iRobot技术迭代慢，供应链依赖杉川且回款承压，此前亚马逊收购受阻错失窗口期，叠加定价偏高，最终现金枯竭、负债高企并由杉川接盘。而iRobot之所以会走到破产的境地，还有着更为关键的原因。公司执行官加里·科恩坦言，公司未能适应市场变化，且无力与中国竞争对手抗衡。“我们既没有创新，也没有推出更具竞争力的产品。”曾经，iRobot是全球扫地机器人龙头，有媒体报道，公司顶峰时期全球市占率曾超过60%。然而IDC的数据显示，今年上半年，iRobot的全球份额已萎缩至7.9%，位列第五。到了第三季度末，全球出货量的前五席已被中国品牌霸占，iRobot不再属于第一阵营。▲IDC咨询公众号截图具体来看，今年前三季度，石头科技（688169.SH）累计出货378.8万台，位居全球出货量榜首，并在全球智能扫地机器人市场中占据份额达到21.7%，在美国、德国、韩国、土耳其等多个国家的出货量稳居行业第一；科沃斯（603486.SH）前三季度全球累计出货245.3万台，全球市场份额14.1%，排名第二；追觅排名第三，全球市场份额12.4%，在欧洲市场排名第一。另外，小米（1810.HK）仍主打中端性价比路线，全球市场份额达10%，正在向高端产品线拓展；云鲸在美国及亚太核心区域的市场份额大幅增长，前三季度出货量跻身全球前五，海外市场份额大幅增长。谈及与中国品牌的竞争，张新原认为iRobot存在不少短板，包括核心体验迭代滞后，全能基站与AI避障渗透率低，同时对代工依赖度高、柔性生产与规模化降本弱，价格竞争力不足。此外，iRobot海外本地化运营与售后体系滞后，智能家居联动与数据闭环薄弱，难以形成生态壁垒。随着iRobot逐步失守，海外市场已经形成了由中国品牌主导的市场格局。国内对手贴身肉搏事实上，国内扫地机市场的竞争更为激烈。来自IDC的数据，今年前三季度，中国智能扫地机器人市场累计出货量达463万台，同比增幅高达 27.2%。前五家企业占据超过八成的市场份额。▲IDC咨询公众号截图激烈的市场竞争中，品牌们面临着不小的压力。云鲸智能创始人兼CEO张峻彬此前在接受媒体采访时曾表示，当前国内很多企业极度内卷，而行业内卷会导致品牌方实际收入和利润下降。石头科技财报显示，今年前三季度公司营收120.66亿元，同比增长72.22%；归母净利润却同比下降了29.51%至10.38亿元；扣非归母净利润下降29.63%至8.35亿元。石头科技“增收不增利”，原因之一便是销售费用猛增，前三季度该项数据达31.8亿元，对比去年同期的15.64亿元已经翻倍。国内市场出货量排名第一的科沃斯的销售开支也在扩大，今年前三季度，该项费用为39.1亿元，同比增加超32%。业绩方面，公司在2021年归母净利润达到20.1亿元高点后盈利状况急转直下，2023年已跌至6.12亿元。尽管2024年回升至8.06亿元，但比2021年仍相差超12亿元。今年前三季度，公司归母净利润14.18亿元。眺远咨询董事长兼CEO高承远向《星岛》表示，当前国内扫地机行业“参数内卷”，滚刷、拖布形态频繁换代，研发成本稀释利润，同时企业以低价换量，产品陷入“创新空心化”，多数新品只改外观不改体验，用户换机周期拉长至50个月，市场提前见顶。尽管赛道拥挤竞争激烈，但新玩家还在涌入。今年8月，以无人机闻名的大疆跨界入局，推出扫地机器人ROMO，首月销量即破万台，三季度出货量排名第六。未来竞争焦点在哪里当大疆选择进入清洁领域，扫地机品牌们也正在反向跨界。其中最具代表性便是追觅。先是涉足家电、手机，又在今年8月宣布进入无人机领域，短短一周后又正式官宣造车计划，首款超豪华纯电产品对标布加迪威龙，引发外界关注。早前，石头科技也涉足了洗衣机产品。技术层面，机械臂是扫地机器人企业正在探索方向。今年2月，石头科技推出的全球首款搭载5轴折叠仿生机械手的扫地机器人石头G30 Space探索版正式在国内发布；9月，追觅在上海举行的发布会上正式推出了搭载全球首发的AI双刮洗机械臂技术的产品。高承远认为，未来扫地机的竞争还会在场景层面聚焦，从“扫地”升级为“家庭地面全护理”。“基站上下水、垃圾压缩、AI 污渍识别只是门票，下一步是‘移动清洁+空气净化+安防巡检’三机合一，谁掌握多传感器融合与家庭地图运营权，谁就能像手机里的iOS一样收‘生态税’。”他认为国内价格战不会长久，企业只有把高附加值产品卖到拉美、中东、东南亚等地区才能“续命”。本地化团队、海外售后、区域数据合规将成为新门槛，纯代工OEM模式走不远。他还指出，扫地机技术迭代周期已缩至9个月，企业没有15%以上的自由现金流难以支撑持续研发与库存风险。未来两年，“技术+制造+渠道”三位一体的公司会启动纵向整合，自研伺服电机、自建海外仓、自建线上社群，用利润池“熬死”跟风者。“一句话，赛道进入‘高研发、高资本、高品牌’的三高时代，小玩家要么被收编，要么消失；留下来的，必须让产品成为用户家庭数据网络的一个节点，而不是一个会跑的圆盘。”高承远说。编辑|林木","news_type":1,"symbols_score_info":{"81810":0.6,"603486":1.86,"688169":1.88,"MIUmain":0.6,"IRBT":1.95,"01810":0.9,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503530134532224,"gmtCreate":1763960851318,"gmtModify":1763960852727,"author":{"id":"230159128932650","authorId":"230159128932650","name":"小宝宝","avatar":"https://static.tigerbbs.com/d1495b7d0144025f4a3db9cc3741bfce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"230159128932650","idStr":"230159128932650"},"themes":[],"title":"","htmlText":"<a 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01:42","market":"us","language":"zh","title":"捷普科技盘中异动 快速下挫5.01%报204.89美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2572666511","media":"市场透视","summary":"北京时间2025年10月04日01时42分，捷普科技股票出现异动，股价快速下挫5.01%。截至发稿，该股报204.89美元/股，成交量78.0518万股，换手率0.73%，振幅5.61%。最近的财报数据显示，该股实现营业收入298.02亿美元，净利润6.57亿美元，每股收益6.00美元，毛利25.84亿美元，市盈率34.64倍。捷普科技股票所在的电子元器件行业中，整体跌幅为0.68%。捷普科技公司简介：Jabil Inc是一家总部位于美国的公司，致力于提供制造服务和解决方案。","content":"<html><body><article><p>北京时间2025年10月04日01时42分，<a href=\"https://laohu8.com/S/JBL\">捷普科技</a>（JBL.us）股票出现异动，股价快速下挫5.01%。截至发稿，该股报204.89美元/股，成交量78.0518万股，<span>换手率</span>0.73%，振幅5.61%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>298.02亿美元，<span>净利润</span>6.57亿美元，<span>每股收益</span>6.00美元，<span>毛利</span>25.84亿美元，市盈率34.64倍。</p><p>机构评级方面，在所有11家参与评级的机构中，82%的券商给予买入建议，18%的券商给予持有建议，无券商给予卖出建议。</p><p>捷普科技股票所在的电子元器件行业中，整体跌幅为0.68%。其相关个股中，Ouster Inc C/Wts 11/03/2026 (To Pur Com)、Maris Tech Ltd C/Wts 04/02/2027 (To Pur Com)、Kulr Technology Group, Inc.涨幅较大，Kulr Technology Group, Inc.、盟云全息、Ouster, Inc.较为活跃，换手率分别为12.07%、11.69%、3.40%，振幅较大的相关个股有Ouster Inc C/Wts 11/03/2026 (To Pur Com)、Maris Tech Ltd C/Wts 04/02/2027 (To Pur Com)、Microcloud Hologram Inc C/Wts 31/01/2028 (To Pur Com)，振幅分别为41.98%、22.42%、22.12%。</p><p>捷普科技公司简介：Jabil Inc是一家总部位于美国的公司，致力于提供制造服务和解决方案。它为各个行业和终端市场的公司提供全面的电子设计、生产和产品管理服务。该公司的收入来自提供全面的电子设计、生产和产品管理服务。它通过两个部门运营。电子制造服务（EMS）部门是主要的收入驱动力，专注于利用IT、供应链设计和工程，这些技术主要集中在核心电子产品上。多元化制造服务（DMS）部门专注于提供工程解决方案，重点是材料科学、技术和医疗保健。</p><p>（以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>捷普科技盘中异动 快速下挫5.01%报204.89美元</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251004014214a6ac52f0&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2025年10月04日01时42分，捷普科技（JBL.us）股票出现异动，股价快速下挫5.01%。截至发稿，该股报204.89美元/股，成交量78.0518万股，换手率0.73%，振幅5.61%。最近的财报数据显示，该股实现营业收入298.02亿美元，净利润6.57亿美元，每股收益6.00美元，毛利25.84亿美元，市盈率34.64倍。机构评级方面，在所有11家参与评级的机构中，82%的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251004014214a6ac52f0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","JBL":"捷普科技","BK4588":"碎股","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4145":"电子制造服务","SG9999014898.SGD":"United Global Quality Growth Fund Dis 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251004014214a6ac52f0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2572666511","content_text":"北京时间2025年10月04日01时42分，捷普科技（JBL.us）股票出现异动，股价快速下挫5.01%。截至发稿，该股报204.89美元/股，成交量78.0518万股，换手率0.73%，振幅5.61%。最近的财报数据显示，该股实现营业收入298.02亿美元，净利润6.57亿美元，每股收益6.00美元，毛利25.84亿美元，市盈率34.64倍。机构评级方面，在所有11家参与评级的机构中，82%的券商给予买入建议，18%的券商给予持有建议，无券商给予卖出建议。捷普科技股票所在的电子元器件行业中，整体跌幅为0.68%。其相关个股中，Ouster Inc C/Wts 11/03/2026 (To Pur Com)、Maris Tech Ltd C/Wts 04/02/2027 (To Pur Com)、Kulr Technology Group, Inc.涨幅较大，Kulr Technology Group, Inc.、盟云全息、Ouster, Inc.较为活跃，换手率分别为12.07%、11.69%、3.40%，振幅较大的相关个股有Ouster Inc C/Wts 11/03/2026 (To Pur Com)、Maris Tech Ltd C/Wts 04/02/2027 (To Pur Com)、Microcloud Hologram Inc C/Wts 31/01/2028 (To Pur Com)，振幅分别为41.98%、22.42%、22.12%。捷普科技公司简介：Jabil Inc是一家总部位于美国的公司，致力于提供制造服务和解决方案。它为各个行业和终端市场的公司提供全面的电子设计、生产和产品管理服务。该公司的收入来自提供全面的电子设计、生产和产品管理服务。它通过两个部门运营。电子制造服务（EMS）部门是主要的收入驱动力，专注于利用IT、供应链设计和工程，这些技术主要集中在核心电子产品上。多元化制造服务（DMS）部门专注于提供工程解决方案，重点是材料科学、技术和医疗保健。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","news_type":1,"symbols_score_info":{"JBL":1.5}},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496940245758392,"gmtCreate":1762345903815,"gmtModify":1762345906175,"author":{"id":"230159128932650","authorId":"230159128932650","name":"小宝宝","avatar":"https://static.tigerbbs.com/d1495b7d0144025f4a3db9cc3741bfce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"230159128932650","idStr":"230159128932650"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496940245758392","repostId":"1138032016","repostType":2,"repost":{"id":"1138032016","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":1762344958,"share":"https://www.laohu8.com/m/news/1138032016?lang=zh_CN&edition=full","pubTime":"2025-11-05 20:15","market":"us","language":"zh","title":"Unity三季度营收4.71亿美元，调整后每股收益0.20美元，均超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1138032016","media":"老虎资讯综合","summary":"周三， $Unity Software Inc.(U)$ 盘前直线拉升，截至发稿涨超10%。三季度营收4.71亿美元，市场预期为4.51亿美元， 去年同期为4.47亿美元；调整后每股收益为0.20美元，市场预期为0.18美元。","content":"<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a> 盘前直线拉升，截至发稿涨超8%。三季度营收4.71亿美元，市场预期为4.51亿美元， 去年同期为4.47亿美元；调整后每股收益为0.20美元，市场预期为0.18美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cbabed5363102b908cd5cb734c8907\" tg-width=\"525\" tg-height=\"150\"/></p><p></p></body></html>","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>Unity三季度营收4.71亿美元，调整后每股收益0.20美元，均超预期</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{ 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20:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三， <a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a> 盘前直线拉升，截至发稿涨超8%。三季度营收4.71亿美元，市场预期为4.51亿美元， 去年同期为4.47亿美元；调整后每股收益为0.20美元，市场预期为0.18美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cbabed5363102b908cd5cb734c8907\" tg-width=\"525\" tg-height=\"150\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d9cae5c1bc0fa5afcb36d65cc73a559f","relate_stocks":{"U":"Unity Software Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138032016","content_text":"周三， Unity Software Inc. 盘前直线拉升，截至发稿涨超8%。三季度营收4.71亿美元，市场预期为4.51亿美元， 去年同期为4.47亿美元；调整后每股收益为0.20美元，市场预期为0.18美元。","news_type":1,"symbols_score_info":{"U":2}},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490632968741544,"gmtCreate":1760810536888,"gmtModify":1760810539243,"author":{"id":"230159128932650","authorId":"230159128932650","name":"小宝宝","avatar":"https://static.tigerbbs.com/d1495b7d0144025f4a3db9cc3741bfce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"230159128932650","idStr":"230159128932650"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490632968741544","repostId":"2575776718","repostType":2,"repost":{"id":"2575776718","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1760582741,"share":"https://www.laohu8.com/m/news/2575776718?lang=zh_CN&edition=full","pubTime":"2025-10-16 10:45","market":"fut","language":"en","title":"Market Chatter: China Vanke Makes Delayed Interest Payments on Onshore Debt<blockquote>市场热议：万科延迟支付境内债务利息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2575776718","media":"MT Newswires Live","summary":"China Vanke  has made delayed interest payments on onshore private debt that it previously missed, Bloomberg News reported Wednesday, citing people familiar with the matter.According to the report, the payments, covering loans and other private debt from late September, followed talks with major Chinese lenders and insurers earlier in the month to lower borrowing costs on debt totaling tens of billions of yuan.","content":"<p><html><body> <a href=\"https://laohu8.com/S/CHVKF\">China Vanke</a> (HKG:2202, SHE:000002) has made delayed interest payments on onshore private debt that it previously missed, Bloomberg News reported Wednesday, citing people familiar with the matter.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/CHVKF\">万科</a>彭博新闻社周三援引知情人士的话报道称，（HKG：2202，SHE：000002）已延迟支付此前错过的在岸私人债务利息。</body></html></blockquote></p><p>According to the report, the payments, covering loans and other private debt from late September, followed talks with major Chinese lenders and insurers earlier in the month to lower borrowing costs on debt totaling tens of billions of yuan.</p><p><blockquote>报道称，这些付款涵盖了9月底以来的贷款和其他私人债务，此前本月早些时候与中国主要银行和保险公司进行了谈判，以降低总计数十个十亿元债务的借贷成本。</blockquote></p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p><p><blockquote>（Market Chatter消息来自与全球市场专业人士的对话。这些信息被认为来自可靠来源，但可能包括谣言和猜测。不保证准确性。）</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","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>Market Chatter: China Vanke Makes Delayed Interest Payments on Onshore Debt<blockquote>市场热议：万科延迟支付境内债务利息</blockquote></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\">\nMarket Chatter: China Vanke Makes Delayed Interest Payments on Onshore Debt<blockquote>市场热议：万科延迟支付境内债务利息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2025-10-16 10:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> <a href=\"https://laohu8.com/S/CHVKF\">China Vanke</a> (HKG:2202, SHE:000002) has made delayed interest payments on onshore private debt that it previously missed, Bloomberg News reported Wednesday, citing people familiar with the matter.</p><p><blockquote><html><body><a href=\"https://laohu8.com/S/CHVKF\">万科</a>彭博新闻社周三援引知情人士的话报道称，（HKG：2202，SHE：000002）已延迟支付此前错过的在岸私人债务利息。</body></html></blockquote></p><p>According to the report, the payments, covering loans and other private debt from late September, followed talks with major Chinese lenders and insurers earlier in the month to lower borrowing costs on debt totaling tens of billions of yuan.</p><p><blockquote>报道称，这些付款涵盖了9月底以来的贷款和其他私人债务，此前本月早些时候与中国主要银行和保险公司进行了谈判，以降低总计数十个十亿元债务的借贷成本。</blockquote></p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p><p><blockquote>（Market Chatter消息来自与全球市场专业人士的对话。这些信息被认为来自可靠来源，但可能包括谣言和猜测。不保证准确性。）</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0180":"装配式建筑","BK0174":"增持","BK0196":"行业龙头","BK1507":"粤港澳大湾区","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0157":"深圳前海新区","BK0086":"举牌","BK0178":"特色小镇","BK1521":"挪威政府全球养老基金持仓","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0188":"融资融券","BK0187":"一线龙头","BK1240":"房地产开发","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK0028":"国家队","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0273":"房地产","BK1555":"内房股","000002":"万科A"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2575776718","content_text":"China Vanke (HKG:2202, SHE:000002) has made delayed interest payments on onshore private debt that it previously missed, Bloomberg News reported Wednesday, citing people familiar with the matter.According to the report, the payments, covering loans and other private debt from late September, followed talks with major Chinese lenders and insurers earlier in the month to lower borrowing costs on debt totaling tens of billions of yuan.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","news_type":1,"symbols_score_info":{"000002":0.9}},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460475988976256,"gmtCreate":1753429857641,"gmtModify":1753429859331,"author":{"id":"230159128932650","authorId":"230159128932650","name":"小宝宝","avatar":"https://static.tigerbbs.com/d1495b7d0144025f4a3db9cc3741bfce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"230159128932650","idStr":"230159128932650"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460475988976256","repostId":"1124765802","repostType":2,"repost":{"id":"1124765802","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":1753248658,"share":"https://www.laohu8.com/m/news/1124765802?lang=zh_CN&edition=full","pubTime":"2025-07-23 13:30","market":"us","language":"zh","title":"港股异动丨快手涨超8%，全球第一网红野兽先生宣布加入快手平台","url":"https://stock-news.laohu8.com/highlight/detail?id=1124765802","media":"老虎资讯综合","summary":"7月23日，$快手-W$午后进一步拉升，股价涨超8%。消息面上，“全球第一网红”MrBeast宣布将在美国隔空开启其中文互联网平台直播首秀，并定于7月26日在快手播出。据悉，野兽先生在YouTube拥有4.15亿粉丝，全平台账号粉丝约8亿，比今年3月来中国的美国网红“甲亢哥”IShowSpeed还火。据此前媒体消息，野兽先生最早将于今年第四季度来中国拍摄大型挑战节目。据了解，野兽先生的视频内容以“撒钱+挑战”模式著称，擅长打造视觉奇观。","content":"<html><head></head><body><p>7月23日，<a href=\"https://laohu8.com/S/01024\">快手-W</a>午后进一步拉升，股价涨超8%。消息面上，“全球第一网红”MrBeast(野兽先生，本名吉米·唐纳德森)宣布将在美国隔空开启其中文互联网平台直播首秀，并定于7月26日在快手播出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c65ae7fbaa584a1e92c52164f28a38e1\" tg-width=\"910\" tg-height=\"438\"/></p><p>据悉，野兽先生在YouTube拥有4.15亿粉丝，全平台账号粉丝约8亿，比今年3月来中国的美国网红“甲亢哥”IShowSpeed还火。野兽先生还是全球收入最顶尖的视频博主，登上2023福布斯顶尖创作者排行榜第一名。</p><p>据此前媒体消息，野兽先生最早将于今年第四季度来中国拍摄大型挑战节目。</p><p>据了解，野兽先生的视频内容以“撒钱+挑战”模式著称，擅长打造视觉奇观。其节目一方面设置规模庞大、耗时极长的大型极限挑战，邀请挑战者参加。另一方面是高成本的撒钱和送礼，成功者可获得巨额现金奖励。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b587f1119d39eb0a32fe42d692660385\" tg-width=\"550\" tg-height=\"978\"/></p></body></html>","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>港股异动丨快手涨超8%，全球第一网红野兽先生宣布加入快手平台</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动丨快手涨超8%，全球第一网红野兽先生宣布加入快手平台\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-23 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月23日，<a href=\"https://laohu8.com/S/01024\">快手-W</a>午后进一步拉升，股价涨超8%。消息面上，“全球第一网红”MrBeast(野兽先生，本名吉米·唐纳德森)宣布将在美国隔空开启其中文互联网平台直播首秀，并定于7月26日在快手播出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c65ae7fbaa584a1e92c52164f28a38e1\" tg-width=\"910\" tg-height=\"438\"/></p><p>据悉，野兽先生在YouTube拥有4.15亿粉丝，全平台账号粉丝约8亿，比今年3月来中国的美国网红“甲亢哥”IShowSpeed还火。野兽先生还是全球收入最顶尖的视频博主，登上2023福布斯顶尖创作者排行榜第一名。</p><p>据此前媒体消息，野兽先生最早将于今年第四季度来中国拍摄大型挑战节目。</p><p>据了解，野兽先生的视频内容以“撒钱+挑战”模式著称，擅长打造视觉奇观。其节目一方面设置规模庞大、耗时极长的大型极限挑战，邀请挑战者参加。另一方面是高成本的撒钱和送礼，成功者可获得巨额现金奖励。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b587f1119d39eb0a32fe42d692660385\" tg-width=\"550\" tg-height=\"978\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b587f1119d39eb0a32fe42d692660385","relate_stocks":{"LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","BK1575":"同股不同权","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1615":"港股-互联网","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4614":"Manus概念股","01024":"快手-W","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1591":"就地过年概念","LU1720050803.USD":"安联全方位中国股票基金","BK1608":"元宇宙概念","BK1095":"互动媒体与服务"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124765802","content_text":"7月23日，快手-W午后进一步拉升，股价涨超8%。消息面上，“全球第一网红”MrBeast(野兽先生，本名吉米·唐纳德森)宣布将在美国隔空开启其中文互联网平台直播首秀，并定于7月26日在快手播出。据悉，野兽先生在YouTube拥有4.15亿粉丝，全平台账号粉丝约8亿，比今年3月来中国的美国网红“甲亢哥”IShowSpeed还火。野兽先生还是全球收入最顶尖的视频博主，登上2023福布斯顶尖创作者排行榜第一名。据此前媒体消息，野兽先生最早将于今年第四季度来中国拍摄大型挑战节目。据了解，野兽先生的视频内容以“撒钱+挑战”模式著称，擅长打造视觉奇观。其节目一方面设置规模庞大、耗时极长的大型极限挑战，邀请挑战者参加。另一方面是高成本的撒钱和送礼，成功者可获得巨额现金奖励。","news_type":1,"symbols_score_info":{"01024":1.1}},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447239587238592,"gmtCreate":1750211024262,"gmtModify":1750211025245,"author":{"id":"230159128932650","authorId":"230159128932650","name":"小宝宝","avatar":"https://static.tigerbbs.com/d1495b7d0144025f4a3db9cc3741bfce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"230159128932650","idStr":"230159128932650"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447239587238592","repostId":"2544093138","repostType":2,"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421005246554528,"gmtCreate":1743815368966,"gmtModify":1743815370812,"author":{"id":"230159128932650","authorId":"230159128932650","name":"小宝宝","avatar":"https://static.tigerbbs.com/d1495b7d0144025f4a3db9cc3741bfce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"230159128932650","idStr":"230159128932650"},"themes":[],"htmlText":"Hgfjvvvbbbm. Vhbhhb大骗子总统","listText":"Hgfjvvvbbbm. Vhbhhb大骗子总统","text":"Hgfjvvvbbbm. Vhbhhb大骗子总统","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421005246554528","isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410792342335608,"gmtCreate":1741319365172,"gmtModify":1741319367021,"author":{"id":"230159128932650","authorId":"230159128932650","name":"小宝宝","avatar":"https://static.tigerbbs.com/d1495b7d0144025f4a3db9cc3741bfce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"230159128932650","idStr":"230159128932650"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410792342335608","repostId":"2517145887","repostType":2,"repost":{"id":"2517145887","kind":"news","pubTimestamp":1741309429,"share":"https://www.laohu8.com/m/news/2517145887?lang=zh_CN&edition=full","pubTime":"2025-03-07 09:03","market":"hk","language":"zh","title":"英特尔灵活调整晶圆代工战略：30%产能外包给台积电，长期目标15-20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2517145887","media":"IT之家","summary":"IT之家 3月7日消息，英特尔投资者关系副总裁约翰皮策 昨日在摩根士丹利科技会议上透露，公司将继续保持约 30% 的晶圆制造依赖外部合作伙伴，主要外包给台积电。他表示，台积电是“优质供应商”，其参与为英特尔代工业务创造了良性竞争环境；英特尔正在考虑15-20%的长期晶圆外包目标。目前我们约 30% 晶圆产能都是外包，这可能已经是外包比例峰值。台积电作为优质供应商，能与英特尔代工部门形成良性竞争。","content":"<html><body><p>IT之家 3月7日消息，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>投资者关系副总裁约翰・皮策（John Pitzer）昨日在<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>科技会议上透露，公司将继续保持约 30% 的晶圆制造依赖外部合作伙伴，主要外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。</p><p>他表示，台积电是“优质供应商”，其参与为英特尔代工业务（Intel Foundry）创造了良性竞争环境；英特尔正在考虑15-20%的长期晶圆外包目标。IT之家翻译如下：</p><p>摩根士丹利半导体行业分析师Joe Moore询问：</p><p>在经历CEO更迭和每日涌现转型新闻的背景下，财报电话会议中提及的战略方向似乎与帕特时代保持一致。能否从战略层面解读英特尔当前动向？</p><p>约翰・皮策（John Pitzer）答复：</p><p>说的好，我们的核心战略仍是打造世界级无晶圆厂企业与世界级代工厂。英特尔临时 CEO Dave Zinsner 和 Michelle Johnston Holthaus 被授予充分决策权以推进战略执行。</p><p>从产品竞争力视角看，若英特尔产品业务未达健康状态，代工业务也难以独立发展。Michelle 在制定产品路线图和长期市场份额战略方面拥有更大自主权，其最新决策体现为延长台积电代工合作周期。</p><p>目前我们约 30% 晶圆产能都是外包，这可能已经是外包比例峰值。相比一年前力求归零的战略，当前调整为长期维持部分外包。台积电作为优质供应商，能与英特尔代工部门形成良性竞争。我们正在评估 15%-20% 的外包比例区间，并继续在新战略下使用外部代工资源。</p><p>Yes. I mean,it's a good question.I think the core of the strategy continues to be standing up a world-class fabless company and a world-class foundry.I think on the margin, as you think about Dave and Michelle in the interim CEO roles,they have been given full agency to go off and prosecute the strategy,I think on the margin.I think from an Intel products perspective,I think there's a strong understanding that without that being healthy first.It's really hard to have a healthy Intel foundry.So,I do think Michelle has been given a bit more agency to go off and make decisions around what she thinks is best for the product road map and for longer-term market share there.And I think the biggest sort of manifestation of that today is she probably has more agency to use TSMC longer and for more than she might have had six or nine months ago.And to be clear,we have roughly 30% of our wafers outsourced today.That is probably a high watermark for us.But to the extent that I think a year ago,we were talking about trying to get that to zero as quickly as possible.That's no longer the strategy.We think it's always good to have at least some of our wafers with TSMC.They're a great supplier.It creates a good competition between them and Intel Foundry.Not quite sure what the right sort of level set is.Is it 20?Is it 15?We're working through that.But we will use,I think,external foundry suppliers longer kind of under this new strategy.\"</p><p>分析师认为，这种务实态度反映了英特尔对半导体制造复杂性的清醒认知。采用台积电先进制程既体现现实需求，也展现战略灵活性。尽管制造自主目标仍是核心，但未来将在产品竞争力与上市速度之间寻求平衡。</p></body></html>","source":"fenghuang_stock","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>英特尔灵活调整晶圆代工战略：30%产能外包给台积电，长期目标15-20%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔灵活调整晶圆代工战略：30%产能外包给台积电，长期目标15-20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-07 09:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8hWRvyztp5b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 3月7日消息，英特尔投资者关系副总裁约翰・皮策（John Pitzer）昨日在摩根士丹利科技会议上透露，公司将继续保持约 30% 的晶圆制造依赖外部合作伙伴，主要外包给台积电。他表示，台积电是“优质供应商”，其参与为英特尔代工业务（Intel Foundry）创造了良性竞争环境；英特尔正在考虑15-20%的长期晶圆外包目标。IT之家翻译如下：摩根士丹利半导体行业分析师Joe Moore...</p>\n\n<a href=\"https://tech.ifeng.com/c/8hWRvyztp5b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0823414478.USD":"法巴经典能源转换基金","BK4602":"量子计算概念","BK4591":"室温超导概念","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","03145":"华夏亚洲高息股","LU2211815571.USD":"ALLIANZ 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SGD-H","BK4585":"ETF&股票定投概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC"},"source_url":"https://tech.ifeng.com/c/8hWRvyztp5b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517145887","content_text":"IT之家 3月7日消息，英特尔投资者关系副总裁约翰・皮策（John Pitzer）昨日在摩根士丹利科技会议上透露，公司将继续保持约 30% 的晶圆制造依赖外部合作伙伴，主要外包给台积电。他表示，台积电是“优质供应商”，其参与为英特尔代工业务（Intel Foundry）创造了良性竞争环境；英特尔正在考虑15-20%的长期晶圆外包目标。IT之家翻译如下：摩根士丹利半导体行业分析师Joe Moore询问：在经历CEO更迭和每日涌现转型新闻的背景下，财报电话会议中提及的战略方向似乎与帕特时代保持一致。能否从战略层面解读英特尔当前动向？约翰・皮策（John Pitzer）答复：说的好，我们的核心战略仍是打造世界级无晶圆厂企业与世界级代工厂。英特尔临时 CEO Dave Zinsner 和 Michelle Johnston Holthaus 被授予充分决策权以推进战略执行。从产品竞争力视角看，若英特尔产品业务未达健康状态，代工业务也难以独立发展。Michelle 在制定产品路线图和长期市场份额战略方面拥有更大自主权，其最新决策体现为延长台积电代工合作周期。目前我们约 30% 晶圆产能都是外包，这可能已经是外包比例峰值。相比一年前力求归零的战略，当前调整为长期维持部分外包。台积电作为优质供应商，能与英特尔代工部门形成良性竞争。我们正在评估 15%-20% 的外包比例区间，并继续在新战略下使用外部代工资源。Yes. I mean,it's a good question.I think the core of the strategy continues to be standing up a world-class fabless company and a world-class foundry.I think on the margin, as you think about Dave and Michelle in the interim CEO roles,they have been given full agency to go off and prosecute the strategy,I think on the margin.I think from an Intel products perspective,I think there's a strong understanding that without that being healthy first.It's really hard to have a healthy Intel foundry.So,I do think Michelle has been given a bit more agency to go off and make decisions around what she thinks is best for the product road map and for longer-term market share there.And I think the biggest sort of manifestation of that today is she probably has more agency to use TSMC longer and for more than she might have had six or nine months ago.And to be clear,we have roughly 30% of our wafers outsourced today.That is probably a high watermark for us.But to the extent that I think a year ago,we were talking about trying to get that to zero as quickly as possible.That's no longer the strategy.We think it's always good to have at least some of our wafers with TSMC.They're a great supplier.It creates a good competition between them and Intel Foundry.Not quite sure what the right sort of level set is.Is it 20?Is it 15?We're working through that.But we will use,I think,external foundry suppliers longer kind of under this new strategy.\"分析师认为，这种务实态度反映了英特尔对半导体制造复杂性的清醒认知。采用台积电先进制程既体现现实需求，也展现战略灵活性。尽管制造自主目标仍是核心，但未来将在产品竞争力与上市速度之间寻求平衡。","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":2138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405063764103736,"gmtCreate":1739916090828,"gmtModify":1739916092266,"author":{"id":"230159128932650","authorId":"230159128932650","name":"小宝宝","avatar":"https://static.tigerbbs.com/d1495b7d0144025f4a3db9cc3741bfce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"230159128932650","idStr":"230159128932650"},"themes":[],"htmlText":"”””（（（（（（””（）））））））","listText":"”””（（（（（（””（）））））））","text":"”””（（（（（（””（）））））））","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405063764103736","repostId":"1165734673","repostType":2,"repost":{"id":"1165734673","kind":"news","weMediaInfo":{"introduction":"每日财报追踪","home_visible":1,"media_name":"财报速递","id":"1048278264","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1739913650,"share":"https://www.laohu8.com/m/news/1165734673?lang=zh_CN&edition=full","pubTime":"2025-02-19 05:20","market":"us","language":"zh","title":"Bumble第四季度销售额为2.616亿美元，超出2.6047亿美元的预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1165734673","media":"财报速递","summary":"Bumble  报告其季度销售额为2.616亿美元，超出分析师一致预期的2.6047亿美元，超出幅度为0.43%。较去年同期的2.7364亿美元销售额下降了4.40%。以上内容来自Benzinga Earnings专栏，原文如下：Bumble  reported quarterly sales of $261.60 million which beat the analyst consensus estimate of $260.47 million by 0.43 percent.  This is a 4.40 percent decrease over sales of $273.64 million the same period last year.","content":"Bumble (NASDAQ:BMBL) 报告其季度销售额为2.616亿美元，超出分析师一致预期的2.6047亿美元，超出幅度为0.43%。较去年同期的2.7364亿美元销售额下降了4.40%。<br><br>以上内容来自Benzinga Earnings专栏，原文如下：<br><html><body><p>Bumble (NASDAQ:BMBL) reported quarterly sales of $261.60 million which beat the analyst consensus estimate of $260.47 million by 0.43 percent.  This is a 4.40 percent decrease over sales of $273.64 million the same period last year.</p></body></html>","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>Bumble第四季度销售额为2.616亿美元，超出2.6047亿美元的预期</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBumble第四季度销售额为2.616亿美元，超出2.6047亿美元的预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1048278264\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报速递 </p>\n<p class=\"h-time\">2025-02-19 05:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nBumble (NASDAQ:BMBL) 报告其季度销售额为2.616亿美元，超出分析师一致预期的2.6047亿美元，超出幅度为0.43%。较去年同期的2.7364亿美元销售额下降了4.40%。<br><br>以上内容来自Benzinga Earnings专栏，原文如下：<br><html><body><p>Bumble (NASDAQ:BMBL) reported quarterly sales of $261.60 million which beat the analyst consensus estimate of $260.47 million by 0.43 percent.  This is a 4.40 percent decrease over sales of $273.64 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMBL":"Bumble Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165734673","content_text":"Bumble (NASDAQ:BMBL) 报告其季度销售额为2.616亿美元，超出分析师一致预期的2.6047亿美元，超出幅度为0.43%。较去年同期的2.7364亿美元销售额下降了4.40%。以上内容来自Benzinga Earnings专栏，原文如下：Bumble (NASDAQ:BMBL) reported quarterly sales of $261.60 million which beat the analyst consensus estimate of $260.47 million by 0.43 percent.  This is a 4.40 percent decrease over sales of $273.64 million the same period last year.","news_type":1,"symbols_score_info":{"BMBL":1}},"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391344142954936,"gmtCreate":1736575442784,"gmtModify":1736575444481,"author":{"id":"230159128932650","authorId":"230159128932650","name":"小宝宝","avatar":"https://static.tigerbbs.com/d1495b7d0144025f4a3db9cc3741bfce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"230159128932650","idStr":"230159128932650"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391344142954936","repostId":"1199415635","repostType":2,"repost":{"id":"1199415635","kind":"news","pubTimestamp":1736521288,"share":"https://www.laohu8.com/m/news/1199415635?lang=zh_CN&edition=full","pubTime":"2025-01-10 23:01","market":"us","language":"zh","title":"第一财季业绩好于预期，沃尔格林联合博姿逆市大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1199415635","media":"智通财经网","summary":"第一季度销售增长7.5%，达到395亿美元。","content":"<html><head></head><body><p>周五， 沃尔格林联合博姿逆市走高，截至发稿大涨超25%。消息面上，该公司报告2025财年第一季度销售增长7.5%，达到395亿美元，高于预期的373.5 亿美元；每股收益损失为0.31美元，而去年同期损失为0.08美元。调整后的每股收益从66美分下降至51美分，但好于分析师平均预期的37美分。</p><p>公司维持2025财年调整后的每股收益指导区间为1.40-1.80美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20b50f16034c5a9e767a4ef187ceedc3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>该公司推出了一项价值 10 亿美元的成本削减计划，并计划在未来三年内关闭 1200 多家店，同时撤换多名中层管理人员。该公司还稳步出售在药品分销商 Cencora COR.N中的股份。</p></body></html>","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>第一财季业绩好于预期，沃尔格林联合博姿逆市大涨</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n第一财季业绩好于预期，沃尔格林联合博姿逆市大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-10 23:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1236384.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五， 沃尔格林联合博姿逆市走高，截至发稿大涨超25%。消息面上，该公司报告2025财年第一季度销售增长7.5%，达到395亿美元，高于预期的373.5 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上海报道</strong></p><p>成立于1990年的iRobot不会想到，作为扫地机器人行业的开创者，自己没能挺过2025年的冬天。</p><p>近期，iRobot正式申请了破产保护：公司将从纳斯达克<span>退市</span>，由自己的中国代工厂——深圳杉川机器人有限公司（下称“杉川”）全资收购。</p><p>iRobot的衰落并非突然，2022年公司业绩急转直下，营收同比下降24%，<span>净利润</span>由盈转亏。2025财年第三财季报告显示，截至9月27日，iRobot前三财季实现营收3.75亿美元，同比下滑17.5%，净利润-1.3亿美元，同比下降90%。</p><p>这家行业鼻祖的衰落，与中国品牌的强势崛起有关。据国际数据公司IDC发布的《全球智能家居设备市场季度跟踪报告》，今年前三季度，全球智能扫地机器人市场累计<span>出货</span>1742.4万台，同比增长18.7%。从厂商份额来看，中国厂商包揽全球出货量前五。</p><p>当全球市场进入中国品牌“内战”阶段，更为激烈的竞争或许才刚刚开始。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162910702v152eido87ewh4g\"/><p><strong>中国品牌挤垮海外巨头</strong></p><p>击垮iRobot的直接原因，是巨额债务问题，公司总<span>负债</span>高达5.08亿美元，而账上现金仅剩约2480万美元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162916578v1528u9u5c08y5q\"/><p><strong>▲iRobot财报截图</strong></p><p>而它最大的债主，是来自中国的企业杉川——从代工厂到新主人，一夜之间反客为主。</p><p>对于破产原因，资深企业战略和技术创新管理专家、科方得咨询机构负责人张新原向《星岛》分析，iRobot技术迭代慢，供应链依赖杉川且回款承压，此前<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>收购受阻错失窗口期，叠加定价偏高，最终现金枯竭、负债高企并由杉川接盘。</p><p>而iRobot之所以会走到破产的境地，还有着更为关键的原因。公司执行官加里·科恩坦言，公司未能适应市场变化，且无力与中国竞争对手抗衡。“我们既没有创新，也没有推出更具竞争力的产品。”</p><p>曾经，iRobot是全球扫地机器人龙头，有媒体报道，公司顶峰时期全球市占率曾超过60%。然而IDC的数据显示，今年上半年，iRobot的全球份额已萎缩至7.9%，位列第五。到了第三季度末，全球出货量的前五席已被中国品牌霸占，iRobot不再属于第一阵营。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162922440v152qtx8d27gvr2\"/><p><strong>▲IDC咨询公众号截图</strong></p><p>具体来看，今年前三季度，<a href=\"https://laohu8.com/S/688169\">石头科技</a>（688169.SH）累计出货378.8万台，位居全球出货量榜首，并在全球智能扫地机器人市场中占据份额达到21.7%，在美国、德国、韩国、土耳其等多个国家的出货量稳居行业第一；<a href=\"https://laohu8.com/S/603486\">科沃斯</a>（603486.SH）前三季度全球累计出货245.3万台，全球市场份额14.1%，排名第二；追觅排名第三，全球市场份额12.4%，在欧洲市场排名第一。</p><p>另外，<a href=\"https://laohu8.com/S/XIACY\">小米</a>（1810.HK）仍主打中端性价比路线，全球市场份额达10%，正在向高端产品线拓展；云鲸在美国及<a href=\"https://laohu8.com/S/002540\">亚太</a>核心区域的市场份额大幅增长，前三季度出货量跻身全球前五，海外市场份额大幅增长。</p><p>谈及与中国品牌的竞争，张新原认为iRobot存在不少短板，包括核心体验迭代滞后，全能基站与AI避障渗透率低，同时对代工依赖度高、柔性生产与规模化降本弱，价格竞争力不足。此外，iRobot海外本地化运营与售后体系滞后，智能家居联动与数据闭环薄弱，难以形成生态壁垒。</p><p>随着iRobot逐步失守，海外市场已经形成了由中国品牌主导的市场格局。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162925308v152rf2kpuikp73\"/><p><strong>国内对手贴身肉搏</strong></p><p>事实上，国内扫地机市场的竞争更为激烈。</p><p>来自IDC的数据，今年前三季度，<a href=\"https://laohu8.com/S/00464\">中国智能</a>扫地机器人市场累计出货量达463万台，同比增幅高达 27.2%。前五家企业占据超过八成的市场份额。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162925985v152hwbxandkl7o\"/><p><strong>▲IDC咨询公众号截图</strong></p><p>激烈的市场竞争中，品牌们面临着不小的压力。云鲸智能创始人兼CEO张峻彬此前在接受媒体采访时曾表示，当前国内很多企业极度内卷，而行业内卷会导致品牌方实际收入和利润下降。</p><p>石头科技财报显示，今年前三季度公司营收120.66亿元，同比增长72.22%；归母净利润却同比下降了29.51%至10.38亿元；扣非归母净利润下降29.63%至8.35亿元。</p><p>石头科技“增收不增利”，原因之一便是销售费用猛增，前三季度该项数据达31.8亿元，对比去年同期的15.64亿元已经翻倍。</p><p>国内市场出货量排名第一的科沃斯的销售开支也在扩大，今年前三季度，该项费用为39.1亿元，同比增加超32%。业绩方面，公司在2021年归母净利润达到20.1亿元高点后盈利状况急转直下，2023年已跌至6.12亿元。尽管2024年回升至8.06亿元，但比2021年仍相差超12亿元。今年前三季度，公司归母净利润14.18亿元。</p><p>眺远咨询董事长兼CEO高承远向《星岛》表示，当前国内扫地机行业“参数内卷”，滚刷、拖布形态频繁换代，研发成本稀释利润，同时企业以低价换量，产品陷入“创新空心化”，多数新品只改外观不改体验，用户换机周期拉长至50个月，市场提前见顶。</p><p>尽管赛道拥挤竞争激烈，但新玩家还在涌入。今年8月，以无人机闻名的大疆跨界入局，推出扫地机器人ROMO，首月销量即破万台，三季度出货量排名第六。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251227162927209v152ismkfr6eqt6\"/><p><strong>未来竞争焦点在哪里</strong></p><p>当大疆选择进入清洁领域，扫地机品牌们也正在反向跨界。</p><p>其中最具代表性便是追觅。先是涉足家电、手机，又在今年8月宣布进入无人机领域，短短一周后又正式官宣造车计划，首款超<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电产品对标布加迪<a href=\"https://laohu8.com/S/603779\">威龙</a>，引发外界关注。早前，石头科技也涉足了洗衣机产品。</p><p>技术层面，机械臂是扫地机器人企业正在探索方向。今年2月，石头科技推出的全球首款搭载5轴折叠仿生机械手的扫地机器人石头G30 Space探索版正式在国内发布；9月，追觅在上海举行的发布会上正式推出了搭载全球首发的AI双刮洗机械臂技术的产品。</p><p>高承远认为，未来扫地机的竞争还会在场景层面聚焦，从“扫地”升级为“家庭地面全护理”。</p><p>“基站上下水、垃圾压缩、AI 污渍识别只是门票，下一步是‘移动清洁+空气净化+安防巡检’三机合一，谁掌握多传感器融合与家庭地图运营权，谁就能像手机里的iOS一样收‘生态税’。”</p><p>他认为国内价格战不会长久，企业只有把高附加值产品卖到拉美、中东、东南亚等地区才能“续命”。本地化团队、海外售后、区域数据合规将成为新门槛，纯代工OEM模式走不远。他还指出，扫地机技术迭代周期已缩至9个月，企业没有15%以上的<span>自由现金流</span>难以支撑持续研发与库存风险。未来两年，“技术+制造+渠道”三位一体的公司会启动纵向整合，自研伺服电机、自建海外仓、自建线上社群，用利润池“熬死”跟风者。</p><p>“一句话，赛道进入‘高研发、高资本、高品牌’的三高时代，小玩家要么被收编，要么消失；留下来的，必须让产品成为用户家庭数据网络的一个节点，而不是一个会跑的圆盘。”高承远说。</p><p><strong>编辑</strong><strong>|林木</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>iRobot退场，中国扫地机五强开启“王座”争夺战</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{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\niRobot退场，中国扫地机五强开启“王座”争夺战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-27 16:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251227162947a47e78dd&s=b><strong>星岛财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《星岛》见习记者 齐鑫 上海报道成立于1990年的iRobot不会想到，作为扫地机器人行业的开创者，自己没能挺过2025年的冬天。近期，iRobot正式申请了破产保护：公司将从纳斯达克退市，由自己的中国代工厂——深圳杉川机器人有限公司（下称“杉川”）全资收购。iRobot的衰落并非突然，2022年公司业绩急转直下，营收同比下降24%，净利润由盈转亏。2025财年第三财季报告显示，截至9月27日，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251227162947a47e78dd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","603486":"科沃斯","688169":"石头科技","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1607":"新IT概念","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF 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上海报道成立于1990年的iRobot不会想到，作为扫地机器人行业的开创者，自己没能挺过2025年的冬天。近期，iRobot正式申请了破产保护：公司将从纳斯达克退市，由自己的中国代工厂——深圳杉川机器人有限公司（下称“杉川”）全资收购。iRobot的衰落并非突然，2022年公司业绩急转直下，营收同比下降24%，净利润由盈转亏。2025财年第三财季报告显示，截至9月27日，iRobot前三财季实现营收3.75亿美元，同比下滑17.5%，净利润-1.3亿美元，同比下降90%。这家行业鼻祖的衰落，与中国品牌的强势崛起有关。据国际数据公司IDC发布的《全球智能家居设备市场季度跟踪报告》，今年前三季度，全球智能扫地机器人市场累计出货1742.4万台，同比增长18.7%。从厂商份额来看，中国厂商包揽全球出货量前五。当全球市场进入中国品牌“内战”阶段，更为激烈的竞争或许才刚刚开始。中国品牌挤垮海外巨头击垮iRobot的直接原因，是巨额债务问题，公司总负债高达5.08亿美元，而账上现金仅剩约2480万美元。▲iRobot财报截图而它最大的债主，是来自中国的企业杉川——从代工厂到新主人，一夜之间反客为主。对于破产原因，资深企业战略和技术创新管理专家、科方得咨询机构负责人张新原向《星岛》分析，iRobot技术迭代慢，供应链依赖杉川且回款承压，此前亚马逊收购受阻错失窗口期，叠加定价偏高，最终现金枯竭、负债高企并由杉川接盘。而iRobot之所以会走到破产的境地，还有着更为关键的原因。公司执行官加里·科恩坦言，公司未能适应市场变化，且无力与中国竞争对手抗衡。“我们既没有创新，也没有推出更具竞争力的产品。”曾经，iRobot是全球扫地机器人龙头，有媒体报道，公司顶峰时期全球市占率曾超过60%。然而IDC的数据显示，今年上半年，iRobot的全球份额已萎缩至7.9%，位列第五。到了第三季度末，全球出货量的前五席已被中国品牌霸占，iRobot不再属于第一阵营。▲IDC咨询公众号截图具体来看，今年前三季度，石头科技（688169.SH）累计出货378.8万台，位居全球出货量榜首，并在全球智能扫地机器人市场中占据份额达到21.7%，在美国、德国、韩国、土耳其等多个国家的出货量稳居行业第一；科沃斯（603486.SH）前三季度全球累计出货245.3万台，全球市场份额14.1%，排名第二；追觅排名第三，全球市场份额12.4%，在欧洲市场排名第一。另外，小米（1810.HK）仍主打中端性价比路线，全球市场份额达10%，正在向高端产品线拓展；云鲸在美国及亚太核心区域的市场份额大幅增长，前三季度出货量跻身全球前五，海外市场份额大幅增长。谈及与中国品牌的竞争，张新原认为iRobot存在不少短板，包括核心体验迭代滞后，全能基站与AI避障渗透率低，同时对代工依赖度高、柔性生产与规模化降本弱，价格竞争力不足。此外，iRobot海外本地化运营与售后体系滞后，智能家居联动与数据闭环薄弱，难以形成生态壁垒。随着iRobot逐步失守，海外市场已经形成了由中国品牌主导的市场格局。国内对手贴身肉搏事实上，国内扫地机市场的竞争更为激烈。来自IDC的数据，今年前三季度，中国智能扫地机器人市场累计出货量达463万台，同比增幅高达 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