一瓢慢饮的个人主页 - 老虎社区

一瓢慢饮

暂无个人介绍

IP属地：广东

8关注

2粉丝

0主题

0勋章

2024-12-31

$Tempus AI(TEM)$ 这些傻叉大股东，套个现也不会套，谁在底部套现的呀，垃圾

2025-12-30

$百度(BIDU)$ 这是忽悠了多少国际资本，外国人还是不懂百度的尿性

01-12 23:22

$阿里巴巴(BABA)$ 报复性上涨！直接一字板！[龇牙]

2025-02-21

$小米集团-W(01810)$ 这还能继续上啊？买进的你们都不懂技术的吗！[喷血]

2024-11-25

$特斯拉(TSLA)$ 借地问一下，你们用汇丰卡的话，你们怎么转账回内地？汇丰能直接转吗？

01-12 23:18

$阿里巴巴(BABA)$ 最近折磨的我都不敢加仓了，赶紧起飞吧！

2025-02-18

$小米集团-W(01810)$ 我错了我错了[流泪] [流泪] [流泪] [流泪] [流泪] [流泪] 我错了还不行吗[流泪] [流泪] [流泪]

01-14 10:16

$阿里巴巴-W(09988)$ 放手涨吧！

2025-02-24

$特斯拉(TSLA)$ 这些风险都还好，暗s风险才是个雷

特斯拉股价面临50%跌幅风险？马斯克曾经的忠实信徒详解四大危机

2024-11-21

$特斯拉(TSLA)$ 马斯克和川普目前的保镖团队靠谱吗

2025-02-17

$腾讯控股(00700)$ 这么嗨至于吗？[捂脸] 难道大家能装两个微信不成？

2024-12-18

$Tempus AI(TEM)$ 我要是在美国，我就拿一把q把你们这些减持的大股东一个个崩了

2024-11-19

$小鹏汽车(XPEV)$ 服！！

01-12

$阿里巴巴-W(09988)$ 请起飞！

2023-12-29

$小米集团-W(01810)$ 最大的问题，外观啥的都定位给年轻人，但价格却不年轻……应该可以理解为，这是小米第一次造车，自然会把所有的能力都秀出来，但有些需求年轻人可能不需要，只能看以后其它款出来不同定位的车型了，这是小米第一辆车，情有可原

2021-11-10

$百度(BIDU)$赶紧把车路协同方案撤了吧！！把视觉分析系统拎出来搞单车智能！

01-12

$阿里巴巴(BABA)$ 咋这么没有政治格局？亏我还在长期看好，得考虑换一个了

01-07

$阿里巴巴(BABA)$ 淘宝为啥还不上线ai导购功能？

2025-12-30

$阿里巴巴(BABA)$ 是要倒闭了吗？

2025-03-05

$小米集团-W(01810)$ 敢不敢再下来[捂脸]

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3437803347689838","uuid":"3437803347689838","gmtCreate":1474724738470,"gmtModify":1760577235511,"name":"一瓢慢饮","pinyin":"ypmyyipiaomanyin","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":8,"tweetSize":129,"questionSize":0,"limitLevel":900,"accountStatus":3,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":521697449190616,"gmtCreate":1768384630456,"gmtModify":1768384632810,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"这个张勇不是阿里出来的张勇吧？关阿里什么事？推送到阿里的新闻里[笑哭]&nbsp;&nbsp;","listText":"这个张勇不是阿里出来的张勇吧？关阿里什么事？推送到阿里的新闻里[笑哭]&nbsp;&nbsp;","text":"这个张勇不是阿里出来的张勇吧？关阿里什么事？推送到阿里的新闻里[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521697449190616","repostId":"1198156343","repostType":2,"repost":{"id":"1198156343","kind":"news","pubTimestamp":1768381926,"share":"https://www.laohu8.com/m/news/1198156343?lang=zh_CN&edition=full","pubTime":"2026-01-14 17:12","market":"hk","language":"zh","title":"花旗：对张勇重掌海底捞首席执行官看法正面，维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1198156343","media":"智通财经","summary":"$花旗(C)$发布研报称，$海底捞(06862)$(06862)创始人兼主席张勇重掌首席执行官一职。该行认为，在内地消费品领域，这不仅是执行力提升的强烈讯号，亦是增长重新加速的领先指标。该行维持海底捞“买入”评级，续予目标价19.7港元。该行对张勇回归持正面看法，因为创办人往往更聚焦于收入带动的利润增长，并具备强大的执行力与突破创新能力。该行相信，海底捞在去年下半年翻台率趋稳、翻新门店效率提升，及新业务的销售贡献所支持下，预计公司的收入增长将重新加快。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/C\">花旗</a>发布研报称，<a href=\"https://laohu8.com/S/06862\">海底捞</a>(06862)创始人兼主席张勇重掌首席执行官一职。该行认为，在内地消费品领域，这不仅是执行力提升的强烈讯号，亦是增长重新加速的领先指标。该行维持海底捞“买入”评级，续予目标价19.7港元。</p><p style=\"text-align: justify;\">该行对张勇回归持正面看法，因为创办人往往更聚焦于收入带动的利润增长，并具备强大的执行力与突破创新能力。该行相信，海底捞在去年下半年翻台率趋稳、翻新门店效率提升，及新业务的销售贡献所支持下，预计公司的收入增长将重新加快。</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>花旗：对张勇重掌海底捞首席执行官看法正面，维持“买入”评级</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花旗：对张勇重掌海底捞首席执行官看法正面，维持“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 17:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1392764.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗发布研报称，海底捞(06862)创始人兼主席张勇重掌首席执行官一职。该行认为，在内地消费品领域，这不仅是执行力提升的强烈讯号，亦是增长重新加速的领先指标。该行维持海底捞“买入”评级，续予目标价19.7港元。该行对张勇回归持正面看法，因为创办人往往更聚焦于收入带动的利润增长，并具备强大的执行力与突破创新能力。该行相信，海底捞在去年下半年翻台率趋稳、翻新门店效率提升，及新业务的销售贡献所支持下，...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1392764.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"89988":"阿里巴巴-WR","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","SG9999001689.USD":"施罗德亚洲成长股票","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU1655091459.SGD":"JPM ASIA PACIFIC INCOME \"A\" (SGD) INC A","LU0210527791.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) ACC","LU0117844026.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0784639295.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC (M)","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0106259558.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4585":"ETF&股票定投概念","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","06862":"海底捞","BK4588":"碎股","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1610":"ETF&股票定投概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1575":"同股不同权","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","BABA":"阿里巴巴","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","BK1517":"云办公","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","IE00B0169N27.USD":"STEWARD INVESTORS GLOBAL EMERGING MARKETS LEADERS \"I\" (USD) ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0594300419.USD":"富达中国消费基金A","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","BK1589":"北水核心资产","BK1618":"Manus概念股","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK1588":"回港中概股","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK1615":"港股-互联网","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","BK1586":"云计算","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK1249":"综合零售","LU0084288322.USD":"Natixis Asia Equity RD USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK1584":"蚂蚁金服概念","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)","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","BK1583":"高瓴概念","BK1521":"挪威政府全球养老基金持仓","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU3063872942.SGD":"FULLERTON LUX FUNDS ASIA EQUITIES \"I\" (SGD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0608807946.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" Q (USD) INC","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4566":"资本集团","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","BK4207":"综合性银行","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","SG9999001051.SGD":"United Asia Fund SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","BK1502":"双十一","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","BK1501":"阿里概念股","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0823426308.USD":"法巴中国股票基金","LU0228659784.USD":"施罗德金砖四国基金","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","BK1608":"元宇宙概念","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","BK1604":"节假日概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK4559":"巴菲特持仓","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU1568876251.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (USD) INC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0048580855.USD":"富达大中华区A","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK1142":"互联网与直销零售","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0348783662.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USDHDG) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","BK4534":"瑞士信贷持仓","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0348783233.USD":"安联东方收入型 CI A Dis美元","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","LU1048484197.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (HKD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","BK1591":"就地过年概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0048597586.USD":"富达亚洲焦点A","09988":"阿里巴巴-W","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK4504":"桥水持仓","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","BK1233":"餐馆","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","C":"花旗","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0173614495.USD":"富达中国焦点A","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU0650527681.SGD":"Fidelity China Consumer A-SGD"},"source_url":"https://www.zhitongcaijing.com/content/detail/1392764.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1198156343","content_text":"花旗发布研报称，海底捞(06862)创始人兼主席张勇重掌首席执行官一职。该行认为，在内地消费品领域，这不仅是执行力提升的强烈讯号，亦是增长重新加速的领先指标。该行维持海底捞“买入”评级，续予目标价19.7港元。该行对张勇回归持正面看法，因为创办人往往更聚焦于收入带动的利润增长，并具备强大的执行力与突破创新能力。该行相信，海底捞在去年下半年翻台率趋稳、翻新门店效率提升，及新业务的销售贡献所支持下，预计公司的收入增长将重新加快。","news_type":1,"symbols_score_info":{"89988":0.6,"06862":1.5,"09988":1.5,"C":1.5,"BABA":0.6,"HBBD.SI":0.6,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521516307165584,"gmtCreate":1768363316925,"gmtModify":1768363320030,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 冲啊","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 冲啊","text":"$阿里巴巴-W(09988)$ 冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521516307165584","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521697577295936,"gmtCreate":1768356974694,"gmtModify":1768356977702,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 放手涨吧！","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 放手涨吧！","text":"$阿里巴巴-W(09988)$ 放手涨吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521697577295936","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521021932872344,"gmtCreate":1768231323751,"gmtModify":1768231327411,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 报复性上涨！直接一字板！[龇牙]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 报复性上涨！直接一字板！[龇牙]&nbsp;&nbsp;","text":"$阿里巴巴(BABA)$ 报复性上涨！直接一字板！[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521021932872344","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521021065249992,"gmtCreate":1768231114976,"gmtModify":1768231117277,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 最近折磨的我都不敢加仓了，赶紧起飞吧！","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 最近折磨的我都不敢加仓了，赶紧起飞吧！","text":"$阿里巴巴(BABA)$ 最近折磨的我都不敢加仓了，赶紧起飞吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521021065249992","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521150679507360,"gmtCreate":1768206784802,"gmtModify":1768206787809,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 请起飞！","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 请起飞！","text":"$阿里巴巴-W(09988)$ 请起飞！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521150679507360","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520722627355848,"gmtCreate":1768150803744,"gmtModify":1768150805939,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 咋这么没有政治格局？亏我还在长期看好，得考虑换一个了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 咋这么没有政治格局？亏我还在长期看好，得考虑换一个了","text":"$阿里巴巴(BABA)$ 咋这么没有政治格局？亏我还在长期看好，得考虑换一个了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520722627355848","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519674876704232,"gmtCreate":1767895082196,"gmtModify":1767895084233,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 莫名其妙跌莫名其妙涨","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 莫名其妙跌莫名其妙涨","text":"$阿里巴巴(BABA)$ 莫名其妙跌莫名其妙涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519674876704232","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519025260679928,"gmtCreate":1767744360642,"gmtModify":1767744362925,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 淘宝为啥还不上线ai导购功能？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 淘宝为啥还不上线ai导购功能？","text":"$阿里巴巴(BABA)$ 淘宝为啥还不上线ai导购功能？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519025260679928","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516418483634936,"gmtCreate":1767107940465,"gmtModify":1767107942585,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$&nbsp;</a> 这是忽悠了多少国际资本，外国人还是不懂百度的尿性","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$&nbsp;</a> 这是忽悠了多少国际资本，外国人还是不懂百度的尿性","text":"$百度(BIDU)$ 这是忽悠了多少国际资本，外国人还是不懂百度的尿性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/516418483634936","isVote":1,"tweetType":1,"viewCount":3419,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496274269148723","authorId":"3496274269148723","name":"破破de单车","avatar":"https://static.tigerbbs.com/17e5720ac43c86163787e5e4532f254e","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3496274269148723","idStr":"3496274269148723"},"content":"国际资本可不傻，有没有可能是你只看见百度不受C端用户待见就坐井观天了","text":"国际资本可不傻，有没有可能是你只看见百度不受C端用户待见就坐井观天了","html":"国际资本可不傻，有没有可能是你只看见百度不受C端用户待见就坐井观天了"},{"author":{"id":"3453198934663129","authorId":"3453198934663129","name":"搜山捡海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3453198934663129","idStr":"3453198934663129"},"content":"股东减持了50000股","text":"股东减持了50000股","html":"股东减持了50000股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516417797530512,"gmtCreate":1767107870211,"gmtModify":1767107948734,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 是要倒闭了吗？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 是要倒闭了吗？","text":"$阿里巴巴(BABA)$ 是要倒闭了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516417797530512","isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507566003233080,"gmtCreate":1764897915775,"gmtModify":1764897918362,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"还是你会出新产品！通义改千问，饿了么改闪购","listText":"还是你会出新产品！通义改千问，饿了么改闪购","text":"还是你会出新产品！通义改千问，饿了么改闪购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507566003233080","repostId":"1174683875","repostType":2,"repost":{"id":"1174683875","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":1764894414,"share":"https://www.laohu8.com/m/news/1174683875?lang=zh_CN&edition=full","pubTime":"2025-12-05 08:26","market":"hk","language":"zh","title":"阿里加码对即时零售长期投入新信号：饿了么App正式焕新为淘宝闪购","url":"https://stock-news.laohu8.com/highlight/detail?id=1174683875","media":"老虎资讯综合","summary":"12月5日，据淘宝闪购消息，即日起，“饿了么”App在更新至最新版本后将全面焕新为“淘宝闪购”。与此同时，原涉及“饿了么”品牌表达的各个场景，近期也将陆续完成向“淘宝闪购”的焕新升级。","content":"<html><head></head><body><p>12月5日，经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官方正式宣布：即日起“饿了么”App在更新至最新版本后将全面焕新为 “淘宝闪购”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10a69a76bcde9a9fad5f61621454aa1a\" title=\"\" tg-width=\"1071\" tg-height=\"858\"/></p><p>“更新是为了更好，更好也激励我们常新。”淘宝闪购表示，“这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团‘大消费平台’战略，释放更大价值，在服务用户、商家、骑士的道路上迈出更关键的一步。”</p><p>在近期财报电话会上，阿里巴巴管理层强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的决心。</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>阿里加码对即时零售长期投入新信号：饿了么App正式焕新为淘宝闪购</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阿里加码对即时零售长期投入新信号：饿了么App正式焕新为淘宝闪购\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\">2025-12-05 08:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月5日，经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官方正式宣布：即日起“饿了么”App在更新至最新版本后将全面焕新为 “淘宝闪购”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10a69a76bcde9a9fad5f61621454aa1a\" title=\"\" tg-width=\"1071\" tg-height=\"858\"/></p><p>“更新是为了更好，更好也激励我们常新。”淘宝闪购表示，“这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团‘大消费平台’战略，释放更大价值，在服务用户、商家、骑士的道路上迈出更关键的一步。”</p><p>在近期财报电话会上，阿里巴巴管理层强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的决心。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35f3ced78269d3db971c74f32a474a4b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174683875","content_text":"12月5日，经过过去半年快速增长后，站在全新市场格局下的淘宝闪购，迈出新阶段的重要步伐。12月5日上午，其官方正式宣布：即日起“饿了么”App在更新至最新版本后将全面焕新为 “淘宝闪购”。“更新是为了更好，更好也激励我们常新。”淘宝闪购表示，“这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任与组织韧性的全面检验和焕新升级，由此将更深度融入阿里集团‘大消费平台’战略，释放更大价值，在服务用户、商家、骑士的道路上迈出更关键的一步。”在近期财报电话会上，阿里巴巴管理层强调：淘宝闪购在第一阶段完成了规模的快速扩张，第二阶段的经济效益优化符合预期，这为外卖业务长期可持续发展奠定了基础，也增加了在即时零售长期投入的决心。","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503858436752136,"gmtCreate":1764034708488,"gmtModify":1764034710317,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 敢不敢下来，我要加仓啊","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 敢不敢下来，我要加仓啊","text":"$阿里巴巴-W(09988)$ 敢不敢下来，我要加仓啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503858436752136","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501066317402992,"gmtCreate":1763371349380,"gmtModify":1763371351675,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"改个名字有啥不同？","listText":"改个名字有啥不同？","text":"改个名字有啥不同？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501066317402992","repostId":"2584861720","repostType":2,"repost":{"id":"2584861720","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1763367933,"share":"https://www.laohu8.com/m/news/2584861720?lang=zh_CN&edition=full","pubTime":"2025-11-17 16:25","market":"other","language":"zh","title":"阿里千问APP公测引爆软件板块：估值与盈利双见底，AI应用加速落地，行业初现复苏曙光！","url":"https://stock-news.laohu8.com/highlight/detail?id=2584861720","media":"华尔街见闻","summary":"华西证券指出，阿里巴巴AI战略正向C端突破，“千问”的品牌升级标志着产品进入全新发展阶段，并认为C端AI应用有望成为2026年的重要突破方向。国盛证券以行业业绩数据证实AI已成为增长“赋能者”，并分析指出当前计算机板块的“低配”状态，在政策催化下可能迎来资金回流，驱动行业景气度持续回升。","content":"<html><head></head><body><blockquote><p>华西证券指出，阿里巴巴AI战略正向C端突破，“千问”的品牌升级标志着产品进入全新发展阶段，并认为C端AI应用有望成为2026年的重要突破方向。国盛证券以行业业绩数据证实AI已成为增长“赋能者”，并分析指出当前计算机软件板块的“低配”状态，在政策催化下可能迎来资金回流，驱动行业景气度持续回升。</p></blockquote><p style=\"text-align: justify;\">随着阿里巴巴宣布旗下AI应用“千问”开启公测，一场关于人工智能从企业端（B端）走向消费端（C端）的竞速赛正式拉开帷幕。这一标志性事件不仅点燃了资本市场对AI应用商业化的热情，也为长期处于估值与盈利双重底部的软件板块注入了强心剂，预示着行业复苏的曙光或已初现。</p><p>11月16日，阿里巴巴官宣其旗舰AI应用正式由“通义”更名为“千问”，并向公众开放测试。市场的反应立竿见影，在千问APP上线消息的刺激下，周一AI应用板块集体大涨，三六零、宣亚国际等多只软件相关个股触及涨停，东方国信、蓝色光标跟涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa73ff803b3530d08a842e31576b1673\" tg-width=\"834\" tg-height=\"414\"/></p><p style=\"text-align: justify;\">分析人士认为，阿里千问APP的推出，是其AI战略从重资产扩张转向高效变现阶段的体现。华西证券在一份报告中明确指出：“我们认为，伴随阿里最新季报中阿里云AI收入超预期的增长，AI产品正在逐渐成为阿里云增长的核心驱动力，‘通义’App正式完成品牌升级更名为‘千问’，软件版本从3.60.0升级至5.0.0，标志产品进入全新发展阶段。<strong>在当前时点，我们认为重点关注阿里在AI侧从to B向to C突破进展，C端AI 应用有望成为2026年重要突破方向之一。”</strong></p><h2 id=\"c\">阿里战略转向，全力押注C端超级入口</h2><p style=\"text-align: justify;\">“千问”APP的推出，是阿里巴巴AI战略的一次重大升级。据媒体报道，这是继AI基建和淘宝闪购之后，阿里今年宣布的又一个集团战略级项目，由CEO吴泳铭亲自拍板，意在打造一个AI原生的C端超级应用入口。</p><p style=\"text-align: justify;\">此次从“通义”到“千问”的更名，更是一次精心策划的品牌统一行动，旨在将开发者社区中已颇具影响力的“Qwen”模型品牌，与面向大众的消费级产品直接关联。据华尔街见闻此前文章，有知情人士透露，阿里计划将旗下多个AI应用整合至“千问”品牌下，打造一款消费者首选的一站式应用，未来还将逐步增加代理式AI功能，以支持在淘宝等平台上的购物体验。</p><p style=\"text-align: justify;\">此次公测的版本，不仅搭载了阿里性能最强的Qwen3-Max模型，还采用了极简设计，并默认开启联网搜索功能以确保信息的时效性，试图解决大模型固有的“幻觉”问题。此举标志着阿里正全面参与到与字节跳动“豆包”、腾讯“元宝”等应用的竞争中，争夺AI时代稀缺的用户注意力入口。</p><p style=\"text-align: justify;\">值得注意的是，据中国基金报消息，华为即将于11月21日发布一项AI领域的突破性技术，旨在解决算力资源利用效率的难题。该技术通过软件创新，可将GPU、NPU等算力资源的利用率从行业平均的30%至40%显著提升至70%，从而大幅释放算力硬件潜能。</p><p style=\"text-align: justify;\">据悉，这项技术能够实现对英伟达、昇腾及其他三方算力的统一资源管理与利用，屏蔽硬件差异，为AI训练和推理提供更高效的资源支撑。</p><p style=\"text-align: justify;\">值得注意的是，<strong>华为此次的技术路线与以色列AI初创公司Run:ai存在共同性</strong>。Run:ai自2018年成立以来，一直专注于GPU调度技术，致力于打造能将AI模型拆分并行运行的平台，<strong>其核心产品是基于Kubernetes构建的软件平台，通过动态调度、池化、分片等技术优化GPU资源利用率。</strong>该公司在2024年底被英伟达以7亿美元收购，凸显了算力资源调度技术在AI产业中的战略价值。</p><h2 id=\"5c3e77a0\">行业景气回暖，业绩超预期打消市场疑虑</h2><p style=\"text-align: justify;\">此前，“AI吞噬软件”论调曾一度给计算机软件板块蒙上阴影，加剧了投资者的观望情绪。然而，最新的行业财报数据正有力地驱散这一疑虑。</p><p style=\"text-align: justify;\">根据国盛证券的研究报告，多家计算机领军企业在2025年第三季度的业绩表现优异，增长显著提速。报告数据显示，金山办公、海康威视、深信服、合合信息等公司，其单季度营收或归母净利润同比增长率相较二季度均有明显提升。以金山办公为例，其25Q3归母净利润同比增长高达35.42%，远超Q2的-2.83%，主要得益于AI新产品的落地推广和信创业务的加速。这表明，对于具备核心竞争力和强大执行力的公司而言，AI非但不是“吞噬者”，反而成为驱动增长的“赋能者”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9eef20856ac3961d41297b95d4476668\" tg-width=\"1024\" tg-height=\"403\"/></p><h2 id=\"c767104b\">机构配置处低位，政策与监管新规构成潜在催化</h2><p style=\"text-align: justify;\">从资金配置角度看，软件行业正处于一个有利的起点。据基金三季报重仓持股数据显示，2025Q3基金重仓持股总市值中，计算机板块占比仅为2.68%，处于近年来的相对低位，且已连续两个季度下降。与此同时，年初至今该行业的涨幅也落后于通信、电子等其他科技板块。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7170a0ec516686c0c1a0e4fd1242bb37\" tg-width=\"1024\" tg-height=\"469\"/></p><p style=\"text-align: justify;\">国盛证券认为，这种“低配”状态可能迎来转机。中国证监会近期就《公开募集证券投资基金业绩比较基准指引》征求意见，旨在强化业绩基准的约束作用，限制基金投资风格的过度偏离。</p><p style=\"text-align: justify;\">分析认为，该新规一旦实施，将利好计算机等当前被低配的板块，可能引导资金回流。此外，国家发改委等部门印发的《深化智慧城市发展推进全域数字化转型行动计划》以及国务院常务会议部署加快场景培育等政策利好，也为行业景气度的持续回升提供了坚实支撑。</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>阿里千问APP公测引爆软件板块：估值与盈利双见底，AI应用加速落地，行业初现复苏曙光！</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阿里千问APP公测引爆软件板块：估值与盈利双见底，AI应用加速落地，行业初现复苏曙光！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 16:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759527><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华西证券指出，阿里巴巴AI战略正向C端突破，“千问”的品牌升级标志着产品进入全新发展阶段，并认为C端AI应用有望成为2026年的重要突破方向。国盛证券以行业业绩数据证实AI已成为增长“赋能者”，并分析指出当前计算机软件板块的“低配”状态，在政策催化下可能迎来资金回流，驱动行业景气度持续回升。随着阿里巴巴宣布旗下AI应用“千问”开启公测，一场关于人工智能从企业端（B端）走向消费端（C端）的竞速赛正式...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759527\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3759527","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584861720","content_text":"华西证券指出，阿里巴巴AI战略正向C端突破，“千问”的品牌升级标志着产品进入全新发展阶段，并认为C端AI应用有望成为2026年的重要突破方向。国盛证券以行业业绩数据证实AI已成为增长“赋能者”，并分析指出当前计算机软件板块的“低配”状态，在政策催化下可能迎来资金回流，驱动行业景气度持续回升。随着阿里巴巴宣布旗下AI应用“千问”开启公测，一场关于人工智能从企业端（B端）走向消费端（C端）的竞速赛正式拉开帷幕。这一标志性事件不仅点燃了资本市场对AI应用商业化的热情，也为长期处于估值与盈利双重底部的软件板块注入了强心剂，预示着行业复苏的曙光或已初现。11月16日，阿里巴巴官宣其旗舰AI应用正式由“通义”更名为“千问”，并向公众开放测试。市场的反应立竿见影，在千问APP上线消息的刺激下，周一AI应用板块集体大涨，三六零、宣亚国际等多只软件相关个股触及涨停，东方国信、蓝色光标跟涨。分析人士认为，阿里千问APP的推出，是其AI战略从重资产扩张转向高效变现阶段的体现。华西证券在一份报告中明确指出：“我们认为，伴随阿里最新季报中阿里云AI收入超预期的增长，AI产品正在逐渐成为阿里云增长的核心驱动力，‘通义’App正式完成品牌升级更名为‘千问’，软件版本从3.60.0升级至5.0.0，标志产品进入全新发展阶段。在当前时点，我们认为重点关注阿里在AI侧从to B向to C突破进展，C端AI 应用有望成为2026年重要突破方向之一。”阿里战略转向，全力押注C端超级入口“千问”APP的推出，是阿里巴巴AI战略的一次重大升级。据媒体报道，这是继AI基建和淘宝闪购之后，阿里今年宣布的又一个集团战略级项目，由CEO吴泳铭亲自拍板，意在打造一个AI原生的C端超级应用入口。此次从“通义”到“千问”的更名，更是一次精心策划的品牌统一行动，旨在将开发者社区中已颇具影响力的“Qwen”模型品牌，与面向大众的消费级产品直接关联。据华尔街见闻此前文章，有知情人士透露，阿里计划将旗下多个AI应用整合至“千问”品牌下，打造一款消费者首选的一站式应用，未来还将逐步增加代理式AI功能，以支持在淘宝等平台上的购物体验。此次公测的版本，不仅搭载了阿里性能最强的Qwen3-Max模型，还采用了极简设计，并默认开启联网搜索功能以确保信息的时效性，试图解决大模型固有的“幻觉”问题。此举标志着阿里正全面参与到与字节跳动“豆包”、腾讯“元宝”等应用的竞争中，争夺AI时代稀缺的用户注意力入口。值得注意的是，据中国基金报消息，华为即将于11月21日发布一项AI领域的突破性技术，旨在解决算力资源利用效率的难题。该技术通过软件创新，可将GPU、NPU等算力资源的利用率从行业平均的30%至40%显著提升至70%，从而大幅释放算力硬件潜能。据悉，这项技术能够实现对英伟达、昇腾及其他三方算力的统一资源管理与利用，屏蔽硬件差异，为AI训练和推理提供更高效的资源支撑。值得注意的是，华为此次的技术路线与以色列AI初创公司Run:ai存在共同性。Run:ai自2018年成立以来，一直专注于GPU调度技术，致力于打造能将AI模型拆分并行运行的平台，其核心产品是基于Kubernetes构建的软件平台，通过动态调度、池化、分片等技术优化GPU资源利用率。该公司在2024年底被英伟达以7亿美元收购，凸显了算力资源调度技术在AI产业中的战略价值。行业景气回暖，业绩超预期打消市场疑虑此前，“AI吞噬软件”论调曾一度给计算机软件板块蒙上阴影，加剧了投资者的观望情绪。然而，最新的行业财报数据正有力地驱散这一疑虑。根据国盛证券的研究报告，多家计算机领军企业在2025年第三季度的业绩表现优异，增长显著提速。报告数据显示，金山办公、海康威视、深信服、合合信息等公司，其单季度营收或归母净利润同比增长率相较二季度均有明显提升。以金山办公为例，其25Q3归母净利润同比增长高达35.42%，远超Q2的-2.83%，主要得益于AI新产品的落地推广和信创业务的加速。这表明，对于具备核心竞争力和强大执行力的公司而言，AI非但不是“吞噬者”，反而成为驱动增长的“赋能者”。机构配置处低位，政策与监管新规构成潜在催化从资金配置角度看，软件行业正处于一个有利的起点。据基金三季报重仓持股数据显示，2025Q3基金重仓持股总市值中，计算机板块占比仅为2.68%，处于近年来的相对低位，且已连续两个季度下降。与此同时，年初至今该行业的涨幅也落后于通信、电子等其他科技板块。国盛证券认为，这种“低配”状态可能迎来转机。中国证监会近期就《公开募集证券投资基金业绩比较基准指引》征求意见，旨在强化业绩基准的约束作用，限制基金投资风格的过度偏离。分析认为，该新规一旦实施，将利好计算机等当前被低配的板块，可能引导资金回流。此外，国家发改委等部门印发的《深化智慧城市发展推进全域数字化转型行动计划》以及国务院常务会议部署加快场景培育等政策利好，也为行业景气度的持续回升提供了坚实支撑。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1.5}},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498936192499736,"gmtCreate":1762836014130,"gmtModify":1762848773895,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 司庆也没点利好？","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 司庆也没点利好？","text":"$腾讯控股(00700)$ 司庆也没点利好？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498936192499736","isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498884786991296,"gmtCreate":1762823690080,"gmtModify":1762825569894,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 完犊子了吗你","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 完犊子了吗你","text":"$阿里巴巴-W(09988)$ 完犊子了吗你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498884786991296","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492513996787944,"gmtCreate":1761263965045,"gmtModify":1761269713019,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"htmlText":"现在才买入阿里巴巴？你个菜鸡！","listText":"现在才买入阿里巴巴？你个菜鸡！","text":"现在才买入阿里巴巴？你个菜鸡！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492513996787944","repostId":"2577940376","repostType":2,"repost":{"id":"2577940376","kind":"news","pubTimestamp":1761211820,"share":"https://www.laohu8.com/m/news/2577940376?lang=zh_CN&edition=full","pubTime":"2025-10-23 17:30","market":"us","language":"zh","title":"但斌最新持仓来了！首次买入阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=2577940376","media":"ETF进化论","summary":"三季度最引人注目的操作是买入阿里，新买入22.1万股，占组合比重3.06%，新晋前十大重仓榜单。强化AI产业链布局，新进两家重要半导体公司：博通和Astera Labs。对亚马逊与奈飞持股数分别减持了50%和71.5%。","content":"<html><head></head><body><p>但斌执掌的东方港湾海外基金，向美国证监会提交了13F报告，公布了其2025年三季度的持仓动态。</p><p style=\"text-align: justify;\">东方港湾海外基金三季度管理规模约12.92亿美元（约92亿元人民币），较二季度的11.27亿美元有所增长，持仓标的从二季度的13只增加至17只。</p><p style=\"text-align: justify;\">前十大重仓股依旧以科技龙头为主，合计权重92.45%，分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f50084753d90dacd33766e82960eb861\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"1205\"/><span>图片</span></p><p style=\"text-align: center;\">(本文内容均为客观数据信息罗列，不构成任何投资建议）</p><p style=\"text-align: justify;\"><strong>但斌三季度的调仓可以概括为“三大买入”和“两大减持”：</strong></p><p style=\"text-align: justify;\"><strong>“三大买入”：</strong></p><p style=\"text-align: justify;\"><strong>①首次买入阿里巴巴：</strong>这是三季度最引人注目，且重磅的操作之一，新买入22.1万股，且是有13F记录以来首次买入，占组合比重3.06%，新晋前十大重仓榜单。</p><p style=\"text-align: justify;\">9月17日，但斌在社交媒体上直言，阿里、腾讯等互联网巨头能创历史新高，非常有意义！他以阿里巴巴的为例，该股当前市值仅为亚马逊的15.25%，认为<strong>中国的互联网公司相对于美股巨头存在巨大的价值重估空间。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6529b7d44960a9dc808e4575a0ca5f09\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"1493\"/><span>图片</span></p><p>值得一提的是，今年9月22日，华尔街明星基金经理&#39;木头姐时隔四年首次建仓阿里巴巴，并同步增持百度等中国科技股，此后还持续加仓这两只个股，引发市场对中国科技板块价值重估的热议。</p><p style=\"text-align: justify;\"><strong>②强化AI产业链布局，新进了两家重要的半导体公司：博通和Astera Labs。</strong></p><p style=\"text-align: justify;\">但斌认为，博通的定制化ASIC芯片与英伟达的GPU是互补而非替代关系，两者将并行发展以满足差异化的AI基础设施需求，标志着其AI投资从核心芯片龙头向更广泛的产业链环节延伸。</p><p style=\"text-align: justify;\"><strong>③涉足加密资产领域，新买入BitMine Immersion Technologies</strong>（BMNRD，这是一家业务涵盖加密货币挖矿和冷却技术的公司），延续了二季度新进加密资产标的Coinbase的操作，反映了但斌对加密货币这类新兴资产的兴趣。</p><p style=\"text-align: justify;\"><strong>“两大减持”：</strong></p><p style=\"text-align: justify;\"><strong>①大幅减持亚马逊与奈飞：</strong>对这两家公司持股数分别减持了50%和71.5%，导致它们退出了前十大重仓股行列。</p><p style=\"text-align: justify;\">这两家公司股价在三季度均处于相对高位，且后者三季度高位回调10%。</p><p style=\"text-align: justify;\">因三季度营业利润率不及预期，隔夜奈飞跌超10%，创2020年4月份以来最大单日跌幅。</p><p style=\"text-align: justify;\">华尔街大行亦纷纷下调奈飞目标价，摩根大通将奈飞目标价从1300美元下调至1275美元，韦德布什证券、派杰投资将奈飞目标价从1500美元下调至1400美元。</p><p style=\"text-align: justify;\"><strong>②调整杠杆产品：</strong>在杠杆工具方面，新进了2倍做多GOOGL ETF，同时清仓了二倍做多英伟ETF。</p><p style=\"text-align: justify;\"><strong>这一操作在维持杠杆产品总体占比（21%）的前提下，可能体现了但斌对谷歌AI业务发展确定性的进一步看好，或是对英伟达短期涨幅过快的战术性调整。</strong></p><p style=\"text-align: justify;\">值得关注的是，但斌今年上半年连续两个季度坚减持英伟达的同时，加仓谷歌，第二季度大手笔加仓谷歌约26.7万股，使其从第六大重仓股跃升为第二大重仓股，反映但斌对AI布局的思路进化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2543a2d952feb55b7595342d8b4f69c6\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"927\"/><span>图片</span></p><p style=\"text-align: justify;\">但斌多次公开表示，人工智能并非短期热点，而是一场可能持续10-30年的重大技术革命。</p><p style=\"text-align: justify;\"><strong>他认为，投资必须抓住这个时代机遇。因此，东方港湾的持仓紧密围绕AI全产业链布局，当前布局领域主要集中在AI基础层（英伟达），同时也关注AI垂直应用层，谷歌、Meta在扮演了AI应用落地和生态赋能的关键角色。</strong></p><p style=\"text-align: justify;\">东方港湾的近两年的业绩表现也的确可圈可点，东方港湾在2023、2024连续两年获得了百亿私募业绩冠军，今年4月惊魂回撤后V型拉升，业绩也重新走强。</p><p style=\"text-align: justify;\">对于近期围绕OpenAI形成“AI万亿资本闭环”带来的泡沫论，但斌10月8日谈及英伟达与OpenAI合作带来的争议时表示：始终坚定看好AI：</p><p style=\"text-align: justify;\">“也许是还没有及时反应过来，也许是市场本身的规律在起作用，在华尔街担心了一天‘AI泡沫’之后，今晚截止目前相关公司基本都是涨甚至大涨的。还是那句话：<strong>‘此刻，错失一个时代的风险，远大于泡沫的风险’</strong>。”</p><p style=\"text-align: justify;\">在8月被问及对人工智能时代的看法，但斌的回答毫不意外：<strong>人工智能！</strong></p><p style=\"text-align: justify;\">他认为：</p><p style=\"text-align: justify;\">【未来十年有望成为人工智能发展的关键核心期，这将是投资者拥抱时代级变革、把握历史性机遇的重要窗口。智能革命（AI）堪比蒸汽革命，预计将开启新一轮社会财富扩张。】</p><p style=\"text-align: justify;\"><strong>后续的投资方向有哪些？</strong></p><p style=\"text-align: justify;\">但斌的回答是：</p><p style=\"text-align: justify;\">【目前，投资布局人工智能领域是我们的主要方向之一，同时也会关注A股、港股和美股等市场中优质的投资标的。在投资思路上，我们会以成熟的行业龙头企业为主，同时也会关注和寻找新兴领域可能存在的投资机会。】</p></body></html>","source":"lsy1653219549182","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>但斌最新持仓来了！首次买入阿里巴巴</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但斌最新持仓来了！首次买入阿里巴巴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-23 17:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/D2D-dBCVTTOgG4rPEr2EQQ><strong>ETF进化论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>但斌执掌的东方港湾海外基金，向美国证监会提交了13F报告，公布了其2025年三季度的持仓动态。东方港湾海外基金三季度管理规模约12.92亿美元（约92亿元人民币），较二季度的11.27亿美元有所增长，持仓标的从二季度的13只增加至17只。前十大重仓股依旧以科技龙头为主，合计权重92.45%，分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/D2D-dBCVTTOgG4rPEr2EQQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/29b8033e4695abff98dfb30c0a2836c1","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/D2D-dBCVTTOgG4rPEr2EQQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577940376","content_text":"但斌执掌的东方港湾海外基金，向美国证监会提交了13F报告，公布了其2025年三季度的持仓动态。东方港湾海外基金三季度管理规模约12.92亿美元（约92亿元人民币），较二季度的11.27亿美元有所增长，持仓标的从二季度的13只增加至17只。前十大重仓股依旧以科技龙头为主，合计权重92.45%，分别是英伟达、谷歌C、3倍做多FANG+指数ETN、3倍做多纳斯达克100ETF、Meta、微软、特斯拉、苹果、COINBASE和阿里巴巴。图片(本文内容均为客观数据信息罗列，不构成任何投资建议）但斌三季度的调仓可以概括为“三大买入”和“两大减持”：“三大买入”：①首次买入阿里巴巴：这是三季度最引人注目，且重磅的操作之一，新买入22.1万股，且是有13F记录以来首次买入，占组合比重3.06%，新晋前十大重仓榜单。9月17日，但斌在社交媒体上直言，阿里、腾讯等互联网巨头能创历史新高，非常有意义！他以阿里巴巴的为例，该股当前市值仅为亚马逊的15.25%，认为中国的互联网公司相对于美股巨头存在巨大的价值重估空间。图片值得一提的是，今年9月22日，华尔街明星基金经理'木头姐时隔四年首次建仓阿里巴巴，并同步增持百度等中国科技股，此后还持续加仓这两只个股，引发市场对中国科技板块价值重估的热议。②强化AI产业链布局，新进了两家重要的半导体公司：博通和Astera Labs。但斌认为，博通的定制化ASIC芯片与英伟达的GPU是互补而非替代关系，两者将并行发展以满足差异化的AI基础设施需求，标志着其AI投资从核心芯片龙头向更广泛的产业链环节延伸。③涉足加密资产领域，新买入BitMine Immersion Technologies（BMNRD，这是一家业务涵盖加密货币挖矿和冷却技术的公司），延续了二季度新进加密资产标的Coinbase的操作，反映了但斌对加密货币这类新兴资产的兴趣。“两大减持”：①大幅减持亚马逊与奈飞：对这两家公司持股数分别减持了50%和71.5%，导致它们退出了前十大重仓股行列。这两家公司股价在三季度均处于相对高位，且后者三季度高位回调10%。因三季度营业利润率不及预期，隔夜奈飞跌超10%，创2020年4月份以来最大单日跌幅。华尔街大行亦纷纷下调奈飞目标价，摩根大通将奈飞目标价从1300美元下调至1275美元，韦德布什证券、派杰投资将奈飞目标价从1500美元下调至1400美元。②调整杠杆产品：在杠杆工具方面，新进了2倍做多GOOGL ETF，同时清仓了二倍做多英伟ETF。这一操作在维持杠杆产品总体占比（21%）的前提下，可能体现了但斌对谷歌AI业务发展确定性的进一步看好，或是对英伟达短期涨幅过快的战术性调整。值得关注的是，但斌今年上半年连续两个季度坚减持英伟达的同时，加仓谷歌，第二季度大手笔加仓谷歌约26.7万股，使其从第六大重仓股跃升为第二大重仓股，反映但斌对AI布局的思路进化。图片但斌多次公开表示，人工智能并非短期热点，而是一场可能持续10-30年的重大技术革命。他认为，投资必须抓住这个时代机遇。因此，东方港湾的持仓紧密围绕AI全产业链布局，当前布局领域主要集中在AI基础层（英伟达），同时也关注AI垂直应用层，谷歌、Meta在扮演了AI应用落地和生态赋能的关键角色。东方港湾的近两年的业绩表现也的确可圈可点，东方港湾在2023、2024连续两年获得了百亿私募业绩冠军，今年4月惊魂回撤后V型拉升，业绩也重新走强。对于近期围绕OpenAI形成“AI万亿资本闭环”带来的泡沫论，但斌10月8日谈及英伟达与OpenAI合作带来的争议时表示：始终坚定看好AI：“也许是还没有及时反应过来，也许是市场本身的规律在起作用，在华尔街担心了一天‘AI泡沫’之后，今晚截止目前相关公司基本都是涨甚至大涨的。还是那句话：‘此刻，错失一个时代的风险，远大于泡沫的风险’。”在8月被问及对人工智能时代的看法，但斌的回答毫不意外：人工智能！他认为：【未来十年有望成为人工智能发展的关键核心期，这将是投资者拥抱时代级变革、把握历史性机遇的重要窗口。智能革命（AI）堪比蒸汽革命，预计将开启新一轮社会财富扩张。】后续的投资方向有哪些？但斌的回答是：【目前，投资布局人工智能领域是我们的主要方向之一，同时也会关注A股、港股和美股等市场中优质的投资标的。在投资思路上，我们会以成熟的行业龙头企业为主，同时也会关注和寻找新兴领域可能存在的投资机会。】","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486480365704056,"gmtCreate":1759798571276,"gmtModify":1759798573345,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 为啥昨天中秋不休盘，今天才休？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 为啥昨天中秋不休盘，今天才休？","text":"$阿里巴巴-W(09988)$ 为啥昨天中秋不休盘，今天才休？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486480365704056","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482349664579648,"gmtCreate":1758790213146,"gmtModify":1758791784358,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"htmlText":"百度早已是市场的弃儿。","listText":"百度早已是市场的弃儿。","text":"百度早已是市场的弃儿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482349664579648","repostId":"1106244430","repostType":2,"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481699538018496,"gmtCreate":1758626802336,"gmtModify":1758626804479,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437803347689838","idStr":"3437803347689838"},"themes":[],"htmlText":"又发布6个扫街榜？","listText":"又发布6个扫街榜？","text":"又发布6个扫街榜？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481699538018496","repostId":"1137893421","repostType":2,"repost":{"id":"1137893421","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":1758625823,"share":"https://www.laohu8.com/m/news/1137893421?lang=zh_CN&edition=full","pubTime":"2025-09-23 19:10","market":"us","language":"zh","title":"阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场","url":"https://stock-news.laohu8.com/highlight/detail?id=1137893421","media":"老虎资讯综合","summary":"面向个人用户永久免费开放。","content":"<html><head></head><body><p>近日， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 心流研究团队正式发布全新终端AI智能体iFlow CLI，面向个人用户永久免费开放。用户可通过自然语言命令在终端上直接执行任务，从而实现从文件整理到复杂工作流程的全面自动化。（36氪）</p><p>同时，阿里Qwen团队的负责人透露，<strong>阿里Qwen团队今晚要发布6个“新东西”，1个产品，2个开源模型，3个API接口。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5caf780e3e7348ea2509c6b8068d8f06\" title=\"\" tg-width=\"614\" tg-height=\"251\"/></p><p>另据透露，“木头姐”旗下的 <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> 和 <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> 周一共买入了99，090股<a href=\"https://laohu8.com/S/BABA\" title=\"阿里巴巴\" class=\"\">阿里巴巴</a>股票。</p><p>阿里巴巴盘前股价快速拉升，由下跌转为涨近1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748ca7b218d0812b59bceda608c0603\" title=\"\" tg-width=\"1296\" tg-height=\"396\"/></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>阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场</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阿里发布终端AI智能体，Qwen预告新品发布，“木头姐”周一入场\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\">2025-09-23 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近日， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 心流研究团队正式发布全新终端AI智能体iFlow CLI，面向个人用户永久免费开放。用户可通过自然语言命令在终端上直接执行任务，从而实现从文件整理到复杂工作流程的全面自动化。（36氪）</p><p>同时，阿里Qwen团队的负责人透露，<strong>阿里Qwen团队今晚要发布6个“新东西”，1个产品，2个开源模型，3个API接口。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5caf780e3e7348ea2509c6b8068d8f06\" title=\"\" tg-width=\"614\" tg-height=\"251\"/></p><p>另据透露，“木头姐”旗下的 <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> 和 <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> 周一共买入了99，090股<a href=\"https://laohu8.com/S/BABA\" title=\"阿里巴巴\" class=\"\">阿里巴巴</a>股票。</p><p>阿里巴巴盘前股价快速拉升，由下跌转为涨近1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748ca7b218d0812b59bceda608c0603\" title=\"\" tg-width=\"1296\" tg-height=\"396\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137893421","content_text":"近日， 阿里巴巴 心流研究团队正式发布全新终端AI智能体iFlow CLI，面向个人用户永久免费开放。用户可通过自然语言命令在终端上直接执行任务，从而实现从文件整理到复杂工作流程的全面自动化。（36氪）同时，阿里Qwen团队的负责人透露，阿里Qwen团队今晚要发布6个“新东西”，1个产品，2个开源模型，3个API接口。另据透露，“木头姐”旗下的 ARK Fintech Innovation ETF 和 ARK Next Generation Internet ETF 周一共买入了99，090股阿里巴巴股票。阿里巴巴盘前股价快速拉升，由下跌转为涨近1%。","news_type":1,"symbols_score_info":{"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":387251303674288,"gmtCreate":1735574454093,"gmtModify":1735575310506,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这些傻叉大股东，套个现也不会套，谁在底部套现的呀，垃圾","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a><v-v data-views=\"0\"></v-v> 这些傻叉大股东，套个现也不会套，谁在底部套现的呀，垃圾","text":"$Tempus AI(TEM)$ 这些傻叉大股东，套个现也不会套，谁在底部套现的呀，垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/387251303674288","isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547541371717440","authorId":"3547541371717440","name":"媛媛08","avatar":"https://static.tigerbbs.com/bb4c4ecd549655d8cdd25c4b357804be","crmLevel":6,"crmLevelSwitch":0,"idStr":"3547541371717440","authorIdStr":"3547541371717440"},"content":"说明目前根本不是底部啊！有谁比高管更了解自己的公司？","text":"说明目前根本不是底部啊！有谁比高管更了解自己的公司？","html":"说明目前根本不是底部啊！有谁比高管更了解自己的公司？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516418483634936,"gmtCreate":1767107940465,"gmtModify":1767107942585,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$&nbsp;</a> 这是忽悠了多少国际资本，外国人还是不懂百度的尿性","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$&nbsp;</a> 这是忽悠了多少国际资本，外国人还是不懂百度的尿性","text":"$百度(BIDU)$ 这是忽悠了多少国际资本，外国人还是不懂百度的尿性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/516418483634936","isVote":1,"tweetType":1,"viewCount":3419,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496274269148723","authorId":"3496274269148723","name":"破破de单车","avatar":"https://static.tigerbbs.com/17e5720ac43c86163787e5e4532f254e","crmLevel":5,"crmLevelSwitch":0,"idStr":"3496274269148723","authorIdStr":"3496274269148723"},"content":"国际资本可不傻，有没有可能是你只看见百度不受C端用户待见就坐井观天了","text":"国际资本可不傻，有没有可能是你只看见百度不受C端用户待见就坐井观天了","html":"国际资本可不傻，有没有可能是你只看见百度不受C端用户待见就坐井观天了"},{"author":{"id":"3453198934663129","authorId":"3453198934663129","name":"搜山捡海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"idStr":"3453198934663129","authorIdStr":"3453198934663129"},"content":"股东减持了50000股","text":"股东减持了50000股","html":"股东减持了50000股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521021932872344,"gmtCreate":1768231323751,"gmtModify":1768231327411,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 报复性上涨！直接一字板！[龇牙]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 报复性上涨！直接一字板！[龇牙]&nbsp;&nbsp;","text":"$阿里巴巴(BABA)$ 报复性上涨！直接一字板！[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521021932872344","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405835468845520,"gmtCreate":1740107757923,"gmtModify":1740107759368,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>这还能继续上啊？买进的你们都不懂技术的吗！[喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>这还能继续上啊？买进的你们都不懂技术的吗！[喷血]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 这还能继续上啊？买进的你们都不懂技术的吗！[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/405835468845520","isVote":1,"tweetType":1,"viewCount":5578,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200055339781672","authorId":"4200055339781672","name":"xxfc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4200055339781672","authorIdStr":"4200055339781672"},"content":"[笑哭]技术只是重要指标不是唯一指标，现在是情绪和重建估值的大势主导","text":"[笑哭]技术只是重要指标不是唯一指标，现在是情绪和重建估值的大势主导","html":"[笑哭]技术只是重要指标不是唯一指标，现在是情绪和重建估值的大势主导"},{"author":{"id":"3537393537121745","authorId":"3537393537121745","name":"聚四氟乙烯","avatar":"https://static.tigerbbs.com/40fcfd0b443e417724b2e655224f6efb","crmLevel":3,"crmLevelSwitch":0,"idStr":"3537393537121745","authorIdStr":"3537393537121745"},"content":"[得意]没在车上吗？","text":"[得意]没在车上吗？","html":"[得意]没在车上吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374844012405032,"gmtCreate":1732543839204,"gmtModify":1732543841323,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 借地问一下，你们用汇丰卡的话，你们怎么转账回内地？汇丰能直接转吗？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 借地问一下，你们用汇丰卡的话，你们怎么转账回内地？汇丰能直接转吗？","text":"$特斯拉(TSLA)$ 借地问一下，你们用汇丰卡的话，你们怎么转账回内地？汇丰能直接转吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/374844012405032","isVote":1,"tweetType":1,"viewCount":7075,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549759856717152","authorId":"3549759856717152","name":"狐狸精借虎威","avatar":"https://static.tigerbbs.com/deb6cfbbe46c0d30ad85992c5adfa4af","crmLevel":1,"crmLevelSwitch":0,"idStr":"3549759856717152","authorIdStr":"3549759856717152"},"content":"啥是红狮子？","text":"啥是红狮子？","html":"啥是红狮子？"},{"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"真的英雄","avatar":"https://static.tigerbbs.com/840859d8f7d3c5c63498b7f330b98705","crmLevel":3,"crmLevelSwitch":1,"idStr":"3472509891364152","authorIdStr":"3472509891364152"},"content":"汇丰转回内地需要证明资金来源，得有相应的资料证据才行","text":"汇丰转回内地需要证明资金来源，得有相应的资料证据才行","html":"汇丰转回内地需要证明资金来源，得有相应的资料证据才行"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521021065249992,"gmtCreate":1768231114976,"gmtModify":1768231117277,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 最近折磨的我都不敢加仓了，赶紧起飞吧！","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 最近折磨的我都不敢加仓了，赶紧起飞吧！","text":"$阿里巴巴(BABA)$ 最近折磨的我都不敢加仓了，赶紧起飞吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521021065249992","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404853411553616,"gmtCreate":1739866109545,"gmtModify":1739866110907,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 我错了我错了[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp; 我错了还不行吗[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 我错了我错了[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp; 我错了还不行吗[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;[流泪]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 我错了我错了[流泪] [流泪] [流泪] [流泪] [流泪] [流泪] 我错了还不行吗[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/404853411553616","isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198978185958942","authorId":"4198978185958942","name":"Bikyhai","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4198978185958942","authorIdStr":"4198978185958942"},"content":"我35就卖了[笑哭]","text":"我35就卖了[笑哭]","html":"我35就卖了[笑哭]"},{"author":{"id":"3488664072136456","authorId":"3488664072136456","name":"咬咬领先","avatar":"https://static.tigerbbs.com/69aa0a897d4984f7cc34d204d83f444e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3488664072136456","authorIdStr":"3488664072136456"},"content":"不会做空了吧","text":"不会做空了吧","html":"不会做空了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521697577295936,"gmtCreate":1768356974694,"gmtModify":1768356977702,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 放手涨吧！","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 放手涨吧！","text":"$阿里巴巴-W(09988)$ 放手涨吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521697577295936","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406868412080680,"gmtCreate":1740377819030,"gmtModify":1740377820667,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 这些风险都还好，暗s风险才是个雷","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 这些风险都还好，暗s风险才是个雷","text":"$特斯拉(TSLA)$ 这些风险都还好，暗s风险才是个雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/406868412080680","repostId":"1103660322","repostType":2,"repost":{"id":"1103660322","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":1740374420,"share":"https://www.laohu8.com/m/news/1103660322?lang=zh_CN&edition=full","pubTime":"2025-02-24 13:20","market":"us","language":"zh","title":"特斯拉股价面临50%跌幅风险？马斯克曾经的忠实信徒详解四大危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1103660322","media":"老虎资讯综合","summary":"现在，他加倍强调了特斯拉股票在2025年将遭受重创的原因。在大选后最初的飙升之后，特斯拉的股价在2025年迄今下跌了16%，自格伯去年12月发表上述言论以来，特斯拉的股价下跌了约4%。去年是特斯拉电动汽车销量首次出现年度下滑。特斯拉面临的另一个威胁是马斯克与美国总统特朗普的密切关系。尽管投资者最初热情高涨，但该行表示，特斯拉股票的目标价仍为135美元，这意味着特斯拉股价可能较当前水平下跌60%。","content":"<html><head></head><body><blockquote><p>他曾是埃隆-马斯克最忠实的信徒。现在，他加倍强调了特斯拉股票在2025年将遭受重创的原因。</p></blockquote><p>2月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>投资者、格伯川崎财富管理公司CEO罗斯·格伯最近再次对这只股票发表看空观点，认为四大因素可能导致特斯拉股票今年下跌至多50%。</p><p>去年年中格伯透露，由于担心特斯拉汽车的受欢迎程度正在下降，他已出售了约6000万美元的特斯拉股票。然后，在特朗普赢得大选后，格伯在12月初表示，马斯克与总统的关系即使有任何积极因素，也不会对特斯拉产生多大影响。</p><p>这些警告现在看来很有先见之明。在大选后最初的飙升之后，特斯拉的股价在2025年迄今下跌了16%，自格伯去年12月发表上述言论以来，特斯拉的股价下跌了约4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/265b400e1d43f3603ff06b5dda26ea58\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>格伯认为，在一系列熟悉的问题中，这一趋势仍在继续，包括估值过高、对该公司全自动驾驶（FSD）能力的担忧，以及马斯克不可预测的行为带来的连锁反应。</p><p>在最新的一次采访中，格伯进一步阐述了他的悲观观点，概述了他认为特斯拉很容易受到高达50%的下跌影响的原因。</p><p>监管文件显示，格伯在2024年将持有的特斯拉股份减少了31%，截至去年年底，他仍持有26.2万股特斯拉股票，价值1.06亿美元。</p><p><strong>以下是格伯预测特斯拉将面临艰难一年的四个原因：</strong></p><p><strong>1． FSD“行不通”</strong></p><p>格伯认为，今年特斯拉的股票将遭遇灾难，因为马斯克6月份在德克萨斯州奥斯汀推出自动驾驶出租车网络的目标过于雄心勃勃。</p><p>“所有这些东西都将在今年实现，因为他把实现全自动驾驶的最后期限定为几个月后。这似乎不可能发生，”格伯说。</p><p>“我们在机器人出租车和自动驾驶方面远远落后，这是毫无疑问的，”戈伯说，并补充说他认为Waymo的方法是“一个更安全的系统”。</p><p>他说：“我现在认为，你需要激光雷达来拥有一个足够安全的全自动驾驶系统。他们（特斯拉）将会碰壁，除非他们改变硬件，否则他们无法变得更好。”</p><p><strong>2． 马斯克分心了</strong></p><p>从经营特斯拉、SpaceX和xAI等多家公司，到在X上发表大量文章，到在DOGE牵头提高政府效率，再到成为十几个孩子的父亲，可以肯定地说，马斯克一天中的时间可能不够用。</p><p>格伯认为，这对特斯拉股东来说是个问题，尤其是考虑到马斯克最近几个月的唯一关注点似乎是人工智能。</p><p>格伯表示：“他100%专注于人工智能，这对特斯拉的不利影响大于对xAI和其他所有业务的有利影响，因为他已经不在特斯拉工作了。”</p><p>“如果他把所有的时间都投入到全自动驾驶上，我对特斯拉会更有信心。”</p><p><strong>3． 电动汽车销售放缓</strong></p><p>虽然投资者对特斯拉的炒作主要集中在其自动驾驶和机器人的雄心上，但销售汽车仍然是该公司的核心业务，而这一业务开始放缓。</p><p>去年是特斯拉电动汽车销量首次出现年度下滑。在预测2025年增长20%-30%之后，该公司管理层在最新的财报电话会议上表示，预计今年将“恢复增长”。</p><p>对于格伯来说，来自比亚迪日益激烈的竞争，对特斯拉在美国以外的电动汽车业务构成了真正的威胁。他说。“比亚迪是一家如此优秀的公司，新兴市场的每个人都在购买比亚迪。”</p><p>特斯拉面临的另一个威胁是马斯克与美国总统特朗普的密切关系。</p><p>格伯解释道：“这只会制造愤怒。我从未见过这种对特斯拉的愤怒，但这不是对特斯拉这个公司的愤怒，而是因为埃隆，这是人们发泄愤怒的唯一途径。”</p><p>美国歌手谢丽尔·克劳（Sheryl Crow）上周在Instagram上发布了一段视频，向她的特斯拉挥手告别，她卖掉了特斯拉以示抗议。</p><p>这一趋势可能会在美国以外的地区加速发展，据报道，特斯拉1月份在法国、德国和挪威的汽车销量分别下降了63%、60%和38%。</p><p>“我们必须卖车，但人们已经不想要了，”格伯说。</p><p><strong>4． 特斯拉估值较高</strong></p><p>相对于其他汽车制造商和市值巨大的科技同行，特斯拉的估值一直较高，但如果特斯拉的汽车销售持续放缓，这种溢价可能会大幅降低。</p><p>YCharts的数据显示，尽管特斯拉去年的利润仅为丰田的20%，但其市值高达1.1万亿美元，是丰田的近5倍。其预期市盈率为118倍，是“七巨头”股票中第二高的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（Nvidia）的三倍多，也高于其84倍的5年平均水平。</p><p>“对我来说，问题是，我以125倍的市盈率持有1亿美元的特斯拉股票，它甚至不接近’七巨头”中任何正常股票的市盈率，”格伯说，“因此，特斯拉的弱点是，如果今年情况不顺利，它可能会下跌50%。所以我们卖出特斯拉的股票。我们仍然有大量的股票，我们卖掉它们，因为我们认为它们被高估了。”</p><p>华尔街的一些大公司可能会同意格伯的观点。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>对特斯拉最新的盈利发布持悲观态度。尽管投资者最初热情高涨，但该行表示，特斯拉股票的目标价仍为135美元，这意味着特斯拉股价可能较当前水平下跌60%。</p><p><em>本文编译自 BUSINESS INSIDER 《He was once Elon Musk&#39;s biggest believer. Now he&#39;s doubling down on why Tesla stock will feel serious pain in 2025.》</em></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>特斯拉股价面临50%跌幅风险？马斯克曾经的忠实信徒详解四大危机</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特斯拉股价面临50%跌幅风险？马斯克曾经的忠实信徒详解四大危机\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\">2025-02-24 13:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>他曾是埃隆-马斯克最忠实的信徒。现在，他加倍强调了特斯拉股票在2025年将遭受重创的原因。</p></blockquote><p>2月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>投资者、格伯川崎财富管理公司CEO罗斯·格伯最近再次对这只股票发表看空观点，认为四大因素可能导致特斯拉股票今年下跌至多50%。</p><p>去年年中格伯透露，由于担心特斯拉汽车的受欢迎程度正在下降，他已出售了约6000万美元的特斯拉股票。然后，在特朗普赢得大选后，格伯在12月初表示，马斯克与总统的关系即使有任何积极因素，也不会对特斯拉产生多大影响。</p><p>这些警告现在看来很有先见之明。在大选后最初的飙升之后，特斯拉的股价在2025年迄今下跌了16%，自格伯去年12月发表上述言论以来，特斯拉的股价下跌了约4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/265b400e1d43f3603ff06b5dda26ea58\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>格伯认为，在一系列熟悉的问题中，这一趋势仍在继续，包括估值过高、对该公司全自动驾驶（FSD）能力的担忧，以及马斯克不可预测的行为带来的连锁反应。</p><p>在最新的一次采访中，格伯进一步阐述了他的悲观观点，概述了他认为特斯拉很容易受到高达50%的下跌影响的原因。</p><p>监管文件显示，格伯在2024年将持有的特斯拉股份减少了31%，截至去年年底，他仍持有26.2万股特斯拉股票，价值1.06亿美元。</p><p><strong>以下是格伯预测特斯拉将面临艰难一年的四个原因：</strong></p><p><strong>1． FSD“行不通”</strong></p><p>格伯认为，今年特斯拉的股票将遭遇灾难，因为马斯克6月份在德克萨斯州奥斯汀推出自动驾驶出租车网络的目标过于雄心勃勃。</p><p>“所有这些东西都将在今年实现，因为他把实现全自动驾驶的最后期限定为几个月后。这似乎不可能发生，”格伯说。</p><p>“我们在机器人出租车和自动驾驶方面远远落后，这是毫无疑问的，”戈伯说，并补充说他认为Waymo的方法是“一个更安全的系统”。</p><p>他说：“我现在认为，你需要激光雷达来拥有一个足够安全的全自动驾驶系统。他们（特斯拉）将会碰壁，除非他们改变硬件，否则他们无法变得更好。”</p><p><strong>2． 马斯克分心了</strong></p><p>从经营特斯拉、SpaceX和xAI等多家公司，到在X上发表大量文章，到在DOGE牵头提高政府效率，再到成为十几个孩子的父亲，可以肯定地说，马斯克一天中的时间可能不够用。</p><p>格伯认为，这对特斯拉股东来说是个问题，尤其是考虑到马斯克最近几个月的唯一关注点似乎是人工智能。</p><p>格伯表示：“他100%专注于人工智能，这对特斯拉的不利影响大于对xAI和其他所有业务的有利影响，因为他已经不在特斯拉工作了。”</p><p>“如果他把所有的时间都投入到全自动驾驶上，我对特斯拉会更有信心。”</p><p><strong>3． 电动汽车销售放缓</strong></p><p>虽然投资者对特斯拉的炒作主要集中在其自动驾驶和机器人的雄心上，但销售汽车仍然是该公司的核心业务，而这一业务开始放缓。</p><p>去年是特斯拉电动汽车销量首次出现年度下滑。在预测2025年增长20%-30%之后，该公司管理层在最新的财报电话会议上表示，预计今年将“恢复增长”。</p><p>对于格伯来说，来自比亚迪日益激烈的竞争，对特斯拉在美国以外的电动汽车业务构成了真正的威胁。他说。“比亚迪是一家如此优秀的公司，新兴市场的每个人都在购买比亚迪。”</p><p>特斯拉面临的另一个威胁是马斯克与美国总统特朗普的密切关系。</p><p>格伯解释道：“这只会制造愤怒。我从未见过这种对特斯拉的愤怒，但这不是对特斯拉这个公司的愤怒，而是因为埃隆，这是人们发泄愤怒的唯一途径。”</p><p>美国歌手谢丽尔·克劳（Sheryl Crow）上周在Instagram上发布了一段视频，向她的特斯拉挥手告别，她卖掉了特斯拉以示抗议。</p><p>这一趋势可能会在美国以外的地区加速发展，据报道，特斯拉1月份在法国、德国和挪威的汽车销量分别下降了63%、60%和38%。</p><p>“我们必须卖车，但人们已经不想要了，”格伯说。</p><p><strong>4． 特斯拉估值较高</strong></p><p>相对于其他汽车制造商和市值巨大的科技同行，特斯拉的估值一直较高，但如果特斯拉的汽车销售持续放缓，这种溢价可能会大幅降低。</p><p>YCharts的数据显示，尽管特斯拉去年的利润仅为丰田的20%，但其市值高达1.1万亿美元，是丰田的近5倍。其预期市盈率为118倍，是“七巨头”股票中第二高的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（Nvidia）的三倍多，也高于其84倍的5年平均水平。</p><p>“对我来说，问题是，我以125倍的市盈率持有1亿美元的特斯拉股票，它甚至不接近’七巨头”中任何正常股票的市盈率，”格伯说，“因此，特斯拉的弱点是，如果今年情况不顺利，它可能会下跌50%。所以我们卖出特斯拉的股票。我们仍然有大量的股票，我们卖掉它们，因为我们认为它们被高估了。”</p><p>华尔街的一些大公司可能会同意格伯的观点。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>对特斯拉最新的盈利发布持悲观态度。尽管投资者最初热情高涨，但该行表示，特斯拉股票的目标价仍为135美元，这意味着特斯拉股价可能较当前水平下跌60%。</p><p><em>本文编译自 BUSINESS INSIDER 《He was once Elon Musk&#39;s biggest believer. Now he&#39;s doubling down on why Tesla stock will feel serious pain in 2025.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74682068d49f2901bc7ff0be69cf3e49","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103660322","content_text":"他曾是埃隆-马斯克最忠实的信徒。现在，他加倍强调了特斯拉股票在2025年将遭受重创的原因。2月24日，特斯拉投资者、格伯川崎财富管理公司CEO罗斯·格伯最近再次对这只股票发表看空观点，认为四大因素可能导致特斯拉股票今年下跌至多50%。去年年中格伯透露，由于担心特斯拉汽车的受欢迎程度正在下降，他已出售了约6000万美元的特斯拉股票。然后，在特朗普赢得大选后，格伯在12月初表示，马斯克与总统的关系即使有任何积极因素，也不会对特斯拉产生多大影响。这些警告现在看来很有先见之明。在大选后最初的飙升之后，特斯拉的股价在2025年迄今下跌了16%，自格伯去年12月发表上述言论以来，特斯拉的股价下跌了约4%。格伯认为，在一系列熟悉的问题中，这一趋势仍在继续，包括估值过高、对该公司全自动驾驶（FSD）能力的担忧，以及马斯克不可预测的行为带来的连锁反应。在最新的一次采访中，格伯进一步阐述了他的悲观观点，概述了他认为特斯拉很容易受到高达50%的下跌影响的原因。监管文件显示，格伯在2024年将持有的特斯拉股份减少了31%，截至去年年底，他仍持有26.2万股特斯拉股票，价值1.06亿美元。以下是格伯预测特斯拉将面临艰难一年的四个原因：1． FSD“行不通”格伯认为，今年特斯拉的股票将遭遇灾难，因为马斯克6月份在德克萨斯州奥斯汀推出自动驾驶出租车网络的目标过于雄心勃勃。“所有这些东西都将在今年实现，因为他把实现全自动驾驶的最后期限定为几个月后。这似乎不可能发生，”格伯说。“我们在机器人出租车和自动驾驶方面远远落后，这是毫无疑问的，”戈伯说，并补充说他认为Waymo的方法是“一个更安全的系统”。他说：“我现在认为，你需要激光雷达来拥有一个足够安全的全自动驾驶系统。他们（特斯拉）将会碰壁，除非他们改变硬件，否则他们无法变得更好。”2． 马斯克分心了从经营特斯拉、SpaceX和xAI等多家公司，到在X上发表大量文章，到在DOGE牵头提高政府效率，再到成为十几个孩子的父亲，可以肯定地说，马斯克一天中的时间可能不够用。格伯认为，这对特斯拉股东来说是个问题，尤其是考虑到马斯克最近几个月的唯一关注点似乎是人工智能。格伯表示：“他100%专注于人工智能，这对特斯拉的不利影响大于对xAI和其他所有业务的有利影响，因为他已经不在特斯拉工作了。”“如果他把所有的时间都投入到全自动驾驶上，我对特斯拉会更有信心。”3． 电动汽车销售放缓虽然投资者对特斯拉的炒作主要集中在其自动驾驶和机器人的雄心上，但销售汽车仍然是该公司的核心业务，而这一业务开始放缓。去年是特斯拉电动汽车销量首次出现年度下滑。在预测2025年增长20%-30%之后，该公司管理层在最新的财报电话会议上表示，预计今年将“恢复增长”。对于格伯来说，来自比亚迪日益激烈的竞争，对特斯拉在美国以外的电动汽车业务构成了真正的威胁。他说。“比亚迪是一家如此优秀的公司，新兴市场的每个人都在购买比亚迪。”特斯拉面临的另一个威胁是马斯克与美国总统特朗普的密切关系。格伯解释道：“这只会制造愤怒。我从未见过这种对特斯拉的愤怒，但这不是对特斯拉这个公司的愤怒，而是因为埃隆，这是人们发泄愤怒的唯一途径。”美国歌手谢丽尔·克劳（Sheryl Crow）上周在Instagram上发布了一段视频，向她的特斯拉挥手告别，她卖掉了特斯拉以示抗议。这一趋势可能会在美国以外的地区加速发展，据报道，特斯拉1月份在法国、德国和挪威的汽车销量分别下降了63%、60%和38%。“我们必须卖车，但人们已经不想要了，”格伯说。4． 特斯拉估值较高相对于其他汽车制造商和市值巨大的科技同行，特斯拉的估值一直较高，但如果特斯拉的汽车销售持续放缓，这种溢价可能会大幅降低。YCharts的数据显示，尽管特斯拉去年的利润仅为丰田的20%，但其市值高达1.1万亿美元，是丰田的近5倍。其预期市盈率为118倍，是“七巨头”股票中第二高的英伟达（Nvidia）的三倍多，也高于其84倍的5年平均水平。“对我来说，问题是，我以125倍的市盈率持有1亿美元的特斯拉股票，它甚至不接近’七巨头”中任何正常股票的市盈率，”格伯说，“因此，特斯拉的弱点是，如果今年情况不顺利，它可能会下跌50%。所以我们卖出特斯拉的股票。我们仍然有大量的股票，我们卖掉它们，因为我们认为它们被高估了。”华尔街的一些大公司可能会同意格伯的观点。摩根大通对特斯拉最新的盈利发布持悲观态度。尽管投资者最初热情高涨，但该行表示，特斯拉股票的目标价仍为135美元，这意味着特斯拉股价可能较当前水平下跌60%。本文编译自 BUSINESS INSIDER 《He was once Elon Musk's biggest believer. Now he's doubling down on why Tesla stock will feel serious pain in 2025.》","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":4812,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474273072027739","authorId":"3474273072027739","name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","crmLevel":1,"crmLevelSwitch":0,"idStr":"3474273072027739","authorIdStr":"3474273072027739"},"content":"瞎说，暗鲨才是最大的利好","text":"瞎说，暗鲨才是最大的利好","html":"瞎说，暗鲨才是最大的利好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373040884392360,"gmtCreate":1732120011932,"gmtModify":1732120013603,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 马斯克和川普目前的保镖团队靠谱吗","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 马斯克和川普目前的保镖团队靠谱吗","text":"$特斯拉(TSLA)$ 马斯克和川普目前的保镖团队靠谱吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373040884392360","isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4121219774760940","authorId":"4121219774760940","name":"别让我ccc","avatar":"https://static.tigerbbs.com/9af1a7e6d3e7027d5446763f1d1c0e3c","crmLevel":2,"crmLevelSwitch":0,"idStr":"4121219774760940","authorIdStr":"4121219774760940"},"content":"大家把公屏打在保护上[微笑]","text":"大家把公屏打在保护上[微笑]","html":"大家把公屏打在保护上[微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404402475598112,"gmtCreate":1739756489846,"gmtModify":1739756689864,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 这么嗨至于吗？[捂脸]&nbsp;&nbsp;难道大家能装两个微信不成？","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 这么嗨至于吗？[捂脸]&nbsp;&nbsp;难道大家能装两个微信不成？","text":"$腾讯控股(00700)$ 这么嗨至于吗？[捂脸] 难道大家能装两个微信不成？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/404402475598112","isVote":1,"tweetType":1,"viewCount":3415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4191486433547882","authorId":"4191486433547882","name":"G Tony","avatar":"https://static.tigerbbs.com/e346772c08704f4b59cd4109f68719ba","crmLevel":6,"crmLevelSwitch":1,"idStr":"4191486433547882","authorIdStr":"4191486433547882"},"content":"是的，一部手机打底两个微信😊","text":"是的，一部手机打底两个微信😊","html":"是的，一部手机打底两个微信😊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382953291268424,"gmtCreate":1734536678699,"gmtModify":1734536680109,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我要是在美国，我就拿一把q把你们这些减持的大股东一个个崩了","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我要是在美国，我就拿一把q把你们这些减持的大股东一个个崩了","text":"$Tempus AI(TEM)$ 我要是在美国，我就拿一把q把你们这些减持的大股东一个个崩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382953291268424","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372672031076432,"gmtCreate":1732027017638,"gmtModify":1732027019646,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>服！！","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a>服！！","text":"$小鹏汽车(XPEV)$ 服！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372672031076432","isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474974043219784","authorId":"3474974043219784","name":"米小花啦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3474974043219784","authorIdStr":"3474974043219784"},"content":"真的是艹他妈的！财报这么好就是要暴跌！！不看基本面啥都不看！！","text":"真的是艹他妈的！财报这么好就是要暴跌！！不看基本面啥都不看！！","html":"真的是艹他妈的！财报这么好就是要暴跌！！不看基本面啥都不看！！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521150679507360,"gmtCreate":1768206784802,"gmtModify":1768206787809,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 请起飞！","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a> 请起飞！","text":"$阿里巴巴-W(09988)$ 请起飞！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521150679507360","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257150046003368,"gmtCreate":1703814267215,"gmtModify":1703814270944,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>最大的问题，外观啥的都定位给年轻人，但价格却不年轻……应该可以理解为，这是小米第一次造车，自然会把所有的能力都秀出来，但有些需求年轻人可能不需要，只能看以后其它款出来不同定位的车型了，这是小米第一辆车，情有可原","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>最大的问题，外观啥的都定位给年轻人，但价格却不年轻……应该可以理解为，这是小米第一次造车，自然会把所有的能力都秀出来，但有些需求年轻人可能不需要，只能看以后其它款出来不同定位的车型了，这是小米第一辆车，情有可原","text":"$小米集团-W(01810)$ 最大的问题，外观啥的都定位给年轻人，但价格却不年轻……应该可以理解为，这是小米第一次造车，自然会把所有的能力都秀出来，但有些需求年轻人可能不需要，只能看以后其它款出来不同定位的车型了，这是小米第一辆车，情有可原","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/257150046003368","isVote":1,"tweetType":1,"viewCount":3717,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"idStr":"202718568488584","authorIdStr":"202718568488584"},"content":"C级车从来都是卖给中年人，年轻人买电驴啊","text":"C级车从来都是卖给中年人，年轻人买电驴啊","html":"C级车从来都是卖给中年人，年轻人买电驴啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847757176,"gmtCreate":1636555752492,"gmtModify":1636555752492,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>赶紧把车路协同方案撤了吧！！把视觉分析系统拎出来搞单车智能！","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>赶紧把车路协同方案撤了吧！！把视觉分析系统拎出来搞单车智能！","text":"$百度(BIDU)$赶紧把车路协同方案撤了吧！！把视觉分析系统拎出来搞单车智能！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847757176","isVote":1,"tweetType":1,"viewCount":2871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520722627355848,"gmtCreate":1768150803744,"gmtModify":1768150805939,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 咋这么没有政治格局？亏我还在长期看好，得考虑换一个了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 咋这么没有政治格局？亏我还在长期看好，得考虑换一个了","text":"$阿里巴巴(BABA)$ 咋这么没有政治格局？亏我还在长期看好，得考虑换一个了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520722627355848","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519025260679928,"gmtCreate":1767744360642,"gmtModify":1767744362925,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 淘宝为啥还不上线ai导购功能？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 淘宝为啥还不上线ai导购功能？","text":"$阿里巴巴(BABA)$ 淘宝为啥还不上线ai导购功能？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519025260679928","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516417797530512,"gmtCreate":1767107870211,"gmtModify":1767107948734,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 是要倒闭了吗？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 是要倒闭了吗？","text":"$阿里巴巴(BABA)$ 是要倒闭了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516417797530512","isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410210827849784,"gmtCreate":1741159249861,"gmtModify":1741162979052,"author":{"id":"3437803347689838","authorId":"3437803347689838","name":"一瓢慢饮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437803347689838","authorIdStr":"3437803347689838"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 敢不敢再下来[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 敢不敢再下来[捂脸]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 敢不敢再下来[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/410210827849784","isVote":1,"tweetType":1,"viewCount":2605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104974452230130","authorId":"4104974452230130","name":"ljjhebut","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4104974452230130","authorIdStr":"4104974452230130"},"content":"再下来，你也不敢买","text":"再下来，你也不敢买","html":"再下来，你也不敢买"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}