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股神吧吧

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08-01

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直播：7月FOMC后美指大涨，美股和美债机会如何把握？

07-24

Meta

财报前瞻｜AI驱动Meta主力业务增长，“挖空硅谷”战略是新焦点

07-03

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@美股解毒师:腾讯大股东意外抛售，美团面临海内外“外卖大战”？

06-26

$Quantumscape Corp.(QS)$

06-25

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@独角兽早知道:独角兽早报 | 高瓴资本参与竞购星巴克中国业务；哈啰携手蚂蚁、宁德时代研发Robotaxi；于东来称将关闭多家胖东来门店

06-12

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直播：A+H 双重上市再迎重磅海天味业打新看点

06-09

超级披露实盘赛

查看详情：超级披露实盘赛每月瓜分价值1200美金奖励此帖仅开放于中国大陆用户

超级披露实盘赛

06-05

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@Buy_Sell:🚀【6月5日】中国资产爆发，中概股指数涨超2%！你上车了吗？

06-05

期权

直播：大行情下选对期权，收益轻松翻倍

05-22

免费订阅交易分享-大师追踪号

查看详情：免费订阅交易分享-大师追踪号跟着聪明钱调仓？13F最新动向速览！此帖仅开放于中国大陆用户

免费订阅交易分享-大师追踪号

05-21

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@小虎周报:一周IPO观察：宁王、恒瑞申购踊跃，绿茶破发且绿鞋用尽，手回集团过讯

04-15

这篇文章不错，转发给大家看看

@话题虎:“中概回流，会是港股的百年机遇”！退市传闻又来了，会是买入机会吗？

04-11

花旗、摩根大通、特斯拉、奈飞、台积电即将公布财报

查看详情：花旗、摩根大通、特斯拉、奈飞、台积电即将公布财报来老虎掌握热门财报前瞻，限时领股票代金券好礼此帖仅开放于中国大陆用户

花旗、摩根大通、特斯拉、奈飞、台积电即将公布财报

04-10

段永平篇

@美股解毒师:段永平4亿美金抄底美股巨头+腾讯

03-21

3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会 - 老虎国际

查看详情：3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会 - 老虎国际美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。此帖仅开放于中国大陆用户

3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会 - 老虎国际

03-19

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@ARKK创新投资追踪:ARKK Investment Tracker position change: Increased position in Coinbase Global, Inc. by 13,373 shares, the number of shares held increased 0.64% compared to the previous period and now represents 7.06% of the total position.

03-05

中国AI资产爆发：从DeepSeek热潮看产业链重构与投资机遇

查看详情：中国AI资产爆发：从DeepSeek热潮看产业链重构与投资机遇近期中国AI公司深度求索（DeepSeek）开源大模型引发全球开发者热潮，中概股AI产业链的价值逻辑正在被重构。此帖仅开放于中国大陆用户

中国AI资产爆发：从DeepSeek热潮看产业链重构与投资机遇

02-10

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直播：投资圆桌派：如何穿越2025？蛇年投资如何赚钱

01-14

腾讯

@和着泪关灯吃面:我开仓了$腾讯控股ADR(TCEHY)$ ,继续逢低买入。每天15亿回购，今年以来该股累计进行7次回购，合计回购2108.00万股，累计回购金额81.09亿港元。

01-14

腾讯

抱歉，原内容已删除

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","description_html_en":"","source_url":"--","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/66875956117e48f6a2a55971889fd0de~tplv-gjr78lqtd0-z75.image","live_img_url_en":"","activate_content":true,"expected_time":1753963200000,"time_remain":-450077242,"start_time":0,"end_time":1753965802,"user_counter":"189","symbols":[],"speaker_info":[{"name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","uuid":"3534312224764596"}],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460105520845016,"gmtCreate":1753340069487,"gmtModify":1753340071245,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"Meta","listText":"Meta","text":"Meta","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460105520845016","repostId":"1175119409","repostType":2,"repost":{"id":"1175119409","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1753166508,"share":"https://www.laohu8.com/m/news/1175119409?lang=&edition=full","pubTime":"2025-07-22 14:41","market":"us","language":"zh","title":"财报前瞻｜AI驱动Meta主力业务增长，“挖空硅谷”战略是新焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=1175119409","media":"财报Agent","summary":"Meta将于7月30日盘后发布二季度财报。","content":"<html><head></head><body><blockquote><p><em>摘要：Meta将于7月30日美股盘后发布2025年第二季度财报。预计本季度广告收入可平稳增长，尤其是AI驱动力加强。同时，资本支出压力巨大，需观察后续投入情况，会否对盈利形成压力。</em></p></blockquote><p>自一季度财报发布以来，Meta股价已上涨约30%（截至7月21日），跑赢连创新高的标普500指数与纳斯达克指数。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ef508dda08ae89437bce68a01068265\" tg-width=\"560\" tg-height=\"240\"/></p><h4 id=\"id_4194330968\">一季度业绩回顾</h4><p>2025年一季度，Meta总营收达到423.14亿美元，同比增长16%；净利润跃升至166.44亿美元，增幅达35%；每股摊薄收益6.43美元，同比增长 37%；运营利润为175.55亿美元，同比增长 27%，运营利润率从38%提升至41%。</p><p>Meta AI 的月活跃用户接近 10 亿。此外，公司现金流表现强劲，经营活动现金流为 240.26 亿美元，自由现金流为 103.34 亿美元，现金及有价证券总额达 702.3 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e1afbd06bdaa5257eb481d22e674c25\" tg-width=\"1242\" tg-height=\"633\"/></p><h4 id=\"id_762826757\">二季度业绩预期</h4><p>Meta预计二季度营收将在 425 亿至 455 亿美元之间，全年总支出预计为 1130 亿至 1180 亿美元，资本支出将增加至 640 亿至 720 亿美元，主要用于支持人工智能和数据中心建设。</p><p>而根据彭博社的数据，分析师普遍预期Meta二季度营收448.09亿美元，同比增速超14%，净利润198.3亿美元，同比增幅可达44%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcd4dd497ccf911af1a07d7182aa02d2\" tg-width=\"1440\" tg-height=\"430\"/></p><h4 id=\"id_3024387418\">看点</h4><ul style=\"\"><li><p>扎克伯格：我相信AI，所以不惜一切代价打造最强算力和团队</p></li></ul><p>7月15日，Meta宣布即将上线全球首个1吉瓦（等于1000兆瓦或者100万千瓦）能耗的超级计算机机群；同时，能耗高达5吉瓦的算力集群正筹备建设。扎克伯格的逻辑是：<strong>最贵的人才，造地表最强的模型。</strong></p><p>截至7月15日，已有十几个人被Meta公开挖走，其中多数来自OpenAI，个别来自谷歌DeepMind和苹果。据悉，Meta为前苹果基础研究团队负责人庞若鸣开出2亿美元薪酬，4名前OpenAI顶级研究员将拿到4年3亿美元薪酬。</p><p>显然，这种巨大投入会导致运营支出和资本开支居高不下。因此，虽然收入端可能持续带来惊喜，但利润端也会出现隐患。公司的未来增长完全依赖于AI投资能否持续转化为符合预期的收入增长。</p><ul style=\"\"><li><p>AI技术驱动广告收入增长</p></li></ul><p><strong>据德意志银行的数据，在AI工具“Advantage+”的加持下，Meta二季度广告收入环比提升了约1个百分点，且三季度有进一步加速的趋势</strong>。这与业界的整体趋势形成鲜明对比。</p><p>AI技术，可能成为Meta未来持久的增长来源，因为可以改善广告主的广告支出回报率（ROAS）。</p><p>Meta广告竞价系统的“深度拍卖动态”（deep auction dynamics）正在很大程度上填补大客户流失的空白，部分预算被重新分配至欧洲和拉美等地区。</p><ul style=\"\"><li><p>AI推荐引擎增加用户粘性</p></li></ul><p>Meta核心应用的用户活跃度也在AI的加持下出现积极改善，这将为未来更持久的广告展示量增长提供支撑。</p><p>数据显示，二季度Facebook的全球会话次数同比增长为-5%，优于一季度的-7%；用户总时长同比增长为-3%，优于一季度的-6%。<strong>Instagram</strong>的全球会话次数同比增长4%，远好于一季度的持平；用户总时长同比增长11%，显著高于一季度的6%。Threads的用户时长在二季度环比增长了13%，保持了健康的增长态势。</p><h4 id=\"id_1507975554\">大行评级</h4><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>：基于2026年预期GAAP每股收益30.22美元的26倍市盈率，德银维持对Meta“买入”的评级、同时目标价看向770美元。</p><p>Needham：将META评级从&#34;表现不佳&#34;(Underperform)上调至持有。</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\" 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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财报前瞻｜AI驱动Meta主力业务增长，“挖空硅谷”战略是新焦点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-07-22 14:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><em>摘要：Meta将于7月30日美股盘后发布2025年第二季度财报。预计本季度广告收入可平稳增长，尤其是AI驱动力加强。同时，资本支出压力巨大，需观察后续投入情况，会否对盈利形成压力。</em></p></blockquote><p>自一季度财报发布以来，Meta股价已上涨约30%（截至7月21日），跑赢连创新高的标普500指数与纳斯达克指数。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ef508dda08ae89437bce68a01068265\" tg-width=\"560\" tg-height=\"240\"/></p><h4 id=\"id_4194330968\">一季度业绩回顾</h4><p>2025年一季度，Meta总营收达到423.14亿美元，同比增长16%；净利润跃升至166.44亿美元，增幅达35%；每股摊薄收益6.43美元，同比增长 37%；运营利润为175.55亿美元，同比增长 27%，运营利润率从38%提升至41%。</p><p>Meta AI 的月活跃用户接近 10 亿。此外，公司现金流表现强劲，经营活动现金流为 240.26 亿美元，自由现金流为 103.34 亿美元，现金及有价证券总额达 702.3 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e1afbd06bdaa5257eb481d22e674c25\" tg-width=\"1242\" tg-height=\"633\"/></p><h4 id=\"id_762826757\">二季度业绩预期</h4><p>Meta预计二季度营收将在 425 亿至 455 亿美元之间，全年总支出预计为 1130 亿至 1180 亿美元，资本支出将增加至 640 亿至 720 亿美元，主要用于支持人工智能和数据中心建设。</p><p>而根据彭博社的数据，分析师普遍预期Meta二季度营收448.09亿美元，同比增速超14%，净利润198.3亿美元，同比增幅可达44%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcd4dd497ccf911af1a07d7182aa02d2\" tg-width=\"1440\" tg-height=\"430\"/></p><h4 id=\"id_3024387418\">看点</h4><ul style=\"\"><li><p>扎克伯格：我相信AI，所以不惜一切代价打造最强算力和团队</p></li></ul><p>7月15日，Meta宣布即将上线全球首个1吉瓦（等于1000兆瓦或者100万千瓦）能耗的超级计算机机群；同时，能耗高达5吉瓦的算力集群正筹备建设。扎克伯格的逻辑是：<strong>最贵的人才，造地表最强的模型。</strong></p><p>截至7月15日，已有十几个人被Meta公开挖走，其中多数来自OpenAI，个别来自谷歌DeepMind和苹果。据悉，Meta为前苹果基础研究团队负责人庞若鸣开出2亿美元薪酬，4名前OpenAI顶级研究员将拿到4年3亿美元薪酬。</p><p>显然，这种巨大投入会导致运营支出和资本开支居高不下。因此，虽然收入端可能持续带来惊喜，但利润端也会出现隐患。公司的未来增长完全依赖于AI投资能否持续转化为符合预期的收入增长。</p><ul style=\"\"><li><p>AI技术驱动广告收入增长</p></li></ul><p><strong>据德意志银行的数据，在AI工具“Advantage+”的加持下，Meta二季度广告收入环比提升了约1个百分点，且三季度有进一步加速的趋势</strong>。这与业界的整体趋势形成鲜明对比。</p><p>AI技术，可能成为Meta未来持久的增长来源，因为可以改善广告主的广告支出回报率（ROAS）。</p><p>Meta广告竞价系统的“深度拍卖动态”（deep auction dynamics）正在很大程度上填补大客户流失的空白，部分预算被重新分配至欧洲和拉美等地区。</p><ul style=\"\"><li><p>AI推荐引擎增加用户粘性</p></li></ul><p>Meta核心应用的用户活跃度也在AI的加持下出现积极改善，这将为未来更持久的广告展示量增长提供支撑。</p><p>数据显示，二季度Facebook的全球会话次数同比增长为-5%，优于一季度的-7%；用户总时长同比增长为-3%，优于一季度的-6%。<strong>Instagram</strong>的全球会话次数同比增长4%，远好于一季度的持平；用户总时长同比增长11%，显著高于一季度的6%。Threads的用户时长在二季度环比增长了13%，保持了健康的增长态势。</p><h4 id=\"id_1507975554\">大行评级</h4><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>：基于2026年预期GAAP每股收益30.22美元的26倍市盈率，德银维持对Meta“买入”的评级、同时目标价看向770美元。</p><p>Needham：将META评级从&#34;表现不佳&#34;(Underperform)上调至持有。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26766a36a3c9677d78dcc91e9989b975","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175119409","content_text":"摘要：Meta将于7月30日美股盘后发布2025年第二季度财报。预计本季度广告收入可平稳增长，尤其是AI驱动力加强。同时，资本支出压力巨大，需观察后续投入情况，会否对盈利形成压力。自一季度财报发布以来，Meta股价已上涨约30%（截至7月21日），跑赢连创新高的标普500指数与纳斯达克指数。一季度业绩回顾2025年一季度，Meta总营收达到423.14亿美元，同比增长16%；净利润跃升至166.44亿美元，增幅达35%；每股摊薄收益6.43美元，同比增长 37%；运营利润为175.55亿美元，同比增长 27%，运营利润率从38%提升至41%。Meta AI 的月活跃用户接近 10 亿。此外，公司现金流表现强劲，经营活动现金流为 240.26 亿美元，自由现金流为 103.34 亿美元，现金及有价证券总额达 702.3 亿美元。二季度业绩预期Meta预计二季度营收将在 425 亿至 455 亿美元之间，全年总支出预计为 1130 亿至 1180 亿美元，资本支出将增加至 640 亿至 720 亿美元，主要用于支持人工智能和数据中心建设。而根据彭博社的数据，分析师普遍预期Meta二季度营收448.09亿美元，同比增速超14%，净利润198.3亿美元，同比增幅可达44%。看点扎克伯格：我相信AI，所以不惜一切代价打造最强算力和团队7月15日，Meta宣布即将上线全球首个1吉瓦（等于1000兆瓦或者100万千瓦）能耗的超级计算机机群；同时，能耗高达5吉瓦的算力集群正筹备建设。扎克伯格的逻辑是：最贵的人才，造地表最强的模型。截至7月15日，已有十几个人被Meta公开挖走，其中多数来自OpenAI，个别来自谷歌DeepMind和苹果。据悉，Meta为前苹果基础研究团队负责人庞若鸣开出2亿美元薪酬，4名前OpenAI顶级研究员将拿到4年3亿美元薪酬。显然，这种巨大投入会导致运营支出和资本开支居高不下。因此，虽然收入端可能持续带来惊喜，但利润端也会出现隐患。公司的未来增长完全依赖于AI投资能否持续转化为符合预期的收入增长。AI技术驱动广告收入增长据德意志银行的数据，在AI工具“Advantage+”的加持下，Meta二季度广告收入环比提升了约1个百分点，且三季度有进一步加速的趋势。这与业界的整体趋势形成鲜明对比。AI技术，可能成为Meta未来持久的增长来源，因为可以改善广告主的广告支出回报率（ROAS）。Meta广告竞价系统的“深度拍卖动态”（deep auction dynamics）正在很大程度上填补大客户流失的空白，部分预算被重新分配至欧洲和拉美等地区。AI推荐引擎增加用户粘性Meta核心应用的用户活跃度也在AI的加持下出现积极改善，这将为未来更持久的广告展示量增长提供支撑。数据显示，二季度Facebook的全球会话次数同比增长为-5%，优于一季度的-7%；用户总时长同比增长为-3%，优于一季度的-6%。Instagram的全球会话次数同比增长4%，远好于一季度的持平；用户总时长同比增长11%，显著高于一季度的6%。Threads的用户时长在二季度环比增长了13%，保持了健康的增长态势。大行评级德意志银行：基于2026年预期GAAP每股收益30.22美元的26倍市盈率，德银维持对Meta“买入”的评级、同时目标价看向770美元。Needham：将META评级从\"表现不佳\"(Underperform)上调至持有。","news_type":1,"symbols_score_info":{"META":1.1}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":452515005919512,"gmtCreate":1751500895840,"gmtModify":1751500897534,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452515005919512","repostId":"449517123481848","repostType":1,"repost":{"id":449517123481848,"gmtCreate":1750750754076,"gmtModify":1750750905926,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"腾讯大股东意外抛售，美团面临海内外“外卖大战”？","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 大股东，南非报业集团 <a href=\"https://laohu8.com/S/NPSNY\">$Naspers(腾讯南非大股东)(NPSNY)$</a> ，在刚刚发布的年报中显示，打算减持其持有的价值40亿美元（710亿南非兰特）的 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> ，这些股票是当年腾讯以“特别分红”的形式分发出去的美团股票。核心事件美团进军巴西，计划在巴西推出其海外外卖服务品牌“Keeta”，并将在未来五年投资10亿美元（约177.8亿兰特）建立和拓展其在巴西的业务。此前这一业务已经正式进军沙特市场，并取得了超过行业平均水平的增长。减持原因股东与直接竞争者的双重身份。Naspers持有美团约4%的股份，美团进入巴西，将与Naspers在该地区已经占据主导地位的外卖平台iFood形成直接竞争战略上的挑战。美团与iFood在巴西市场的直接竞争，使得Naspers不得不面临左右手互博的困境。对美团国际扩张前景看淡。 Bloisi认为美团在巴西等国际市场“获胜的概率较低”，面临“激烈的竞争”和“失败风险增加”。为何Naspers如此看重外卖业务？从Naspers的资产构成来看，其90%以上的净资产价值来源于腾讯的股票。因此，它一直想通过投资其他业务来释放“腾讯以外”的业务价值。外卖业务便是Naspers的核心。目前，Naspers旗下有包括Despegar、Just Eat Takeaway.com、iFood、Delivery Hero等不同地区的品牌。2022年以15亿欧元的价格完全收购了iFood2025年2月以46亿美元收购了Just Eat Takeaway.com2025年2月以46","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 大股东，南非报业集团 <a href=\"https://laohu8.com/S/NPSNY\">$Naspers(腾讯南非大股东)(NPSNY)$</a> ，在刚刚发布的年报中显示，打算减持其持有的价值40亿美元（710亿南非兰特）的 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> ，这些股票是当年腾讯以“特别分红”的形式分发出去的美团股票。核心事件美团进军巴西，计划在巴西推出其海外外卖服务品牌“Keeta”，并将在未来五年投资10亿美元（约177.8亿兰特）建立和拓展其在巴西的业务。此前这一业务已经正式进军沙特市场，并取得了超过行业平均水平的增长。减持原因股东与直接竞争者的双重身份。Naspers持有美团约4%的股份，美团进入巴西，将与Naspers在该地区已经占据主导地位的外卖平台iFood形成直接竞争战略上的挑战。美团与iFood在巴西市场的直接竞争，使得Naspers不得不面临左右手互博的困境。对美团国际扩张前景看淡。 Bloisi认为美团在巴西等国际市场“获胜的概率较低”，面临“激烈的竞争”和“失败风险增加”。为何Naspers如此看重外卖业务？从Naspers的资产构成来看，其90%以上的净资产价值来源于腾讯的股票。因此，它一直想通过投资其他业务来释放“腾讯以外”的业务价值。外卖业务便是Naspers的核心。目前，Naspers旗下有包括Despegar、Just Eat Takeaway.com、iFood、Delivery Hero等不同地区的品牌。2022年以15亿欧元的价格完全收购了iFood2025年2月以46亿美元收购了Just Eat Takeaway.com2025年2月以46","text":"$腾讯控股(00700)$ 大股东，南非报业集团 $Naspers(腾讯南非大股东)(NPSNY)$ ，在刚刚发布的年报中显示，打算减持其持有的价值40亿美元（710亿南非兰特）的 $美团-W(03690)$ 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传已秘密申请在香港上市周六福、挚达科技、圣贝拉、德康农牧通过证监会备案","images":[{"img":"https://static.tigerbbs.com/64d2f83880d378540edc48d7d0e62072"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436644185784480","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424716053545440,"gmtCreate":1744722862257,"gmtModify":1744722864548,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424716053545440","repostId":"424609855565832","repostType":1,"repost":{"id":424609855565832,"gmtCreate":1744700494055,"gmtModify":1744713603159,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"“中概回流，会是港股的百年机遇”！退市传闻又来了，会是买入机会吗？","htmlText":"最近的行情，就怕特朗普突然翻脸，政策每天都在变。就像美国又把“中概股退市”拿出来作为谈判筹码—近期对于美国财政部SEC再次提出的“要让中国股票从美国证交所退市”，贝森特本人表示：中国公司从美国证券交易所退市已正式提上日程。[冷漠]又来了…… 前几年用“中概股退市”威胁的时候，中概股血崩，这几年大多数中国公司也陆陆续续完成了双重上市或者二次上市，这次大家都比较淡定~ 高盛近期的研报，估算了大概27只有资格在港上市的中概股（市值合计1840亿美元），包括拼多多、满帮、唯品会、极氪、好未来等知名公司，这些仅在美股上市的公司得抓紧了。[吃瓜]不过这次，香港财政司司长陈茂波发表题为《百年变局中又一香港机遇》的文章，表示他已指示香港证监会和港交所做好准备，若于海外上市的中概股希望回流，必须让香港成为它们首选的上市地。[安慰]如果这次真的落实了，那么就意味着部分优质中概股得回港，于是乎又到了港股价值重估的时刻！[暗中观察]现在A/H股溢价从前期低点128%，快速回升到了136%，说明港股近期跌幅相对而言足够大，另外相较于美股科技股普遍“高盈利+合理估值”的特点，中国科技股大多处于“低估值+低预期”的区间。或许每次的金融制裁风险，都会成为港股低位上车的机会？大家觉得在特朗普这样的金融制裁下，中概这次能否挺住？评论区分享你的观点或对中概/港股的投资看法，一起赢取1000虎币奖励！🎁 <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a> <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","listText":"最近的行情，就怕特朗普突然翻脸，政策每天都在变。就像美国又把“中概股退市”拿出来作为谈判筹码—近期对于美国财政部SEC再次提出的“要让中国股票从美国证交所退市”，贝森特本人表示：中国公司从美国证券交易所退市已正式提上日程。[冷漠]又来了…… 前几年用“中概股退市”威胁的时候，中概股血崩，这几年大多数中国公司也陆陆续续完成了双重上市或者二次上市，这次大家都比较淡定~ 高盛近期的研报，估算了大概27只有资格在港上市的中概股（市值合计1840亿美元），包括拼多多、满帮、唯品会、极氪、好未来等知名公司，这些仅在美股上市的公司得抓紧了。[吃瓜]不过这次，香港财政司司长陈茂波发表题为《百年变局中又一香港机遇》的文章，表示他已指示香港证监会和港交所做好准备，若于海外上市的中概股希望回流，必须让香港成为它们首选的上市地。[安慰]如果这次真的落实了，那么就意味着部分优质中概股得回港，于是乎又到了港股价值重估的时刻！[暗中观察]现在A/H股溢价从前期低点128%，快速回升到了136%，说明港股近期跌幅相对而言足够大，另外相较于美股科技股普遍“高盈利+合理估值”的特点，中国科技股大多处于“低估值+低预期”的区间。或许每次的金融制裁风险，都会成为港股低位上车的机会？大家觉得在特朗普这样的金融制裁下，中概这次能否挺住？评论区分享你的观点或对中概/港股的投资看法，一起赢取1000虎币奖励！🎁 <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a> <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"最近的行情，就怕特朗普突然翻脸，政策每天都在变。就像美国又把“中概股退市”拿出来作为谈判筹码—近期对于美国财政部SEC再次提出的“要让中国股票从美国证交所退市”，贝森特本人表示：中国公司从美国证券交易所退市已正式提上日程。[冷漠]又来了…… 前几年用“中概股退市”威胁的时候，中概股血崩，这几年大多数中国公司也陆陆续续完成了双重上市或者二次上市，这次大家都比较淡定~ 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$阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/f4728d12a9dbd10aeb636dba92a47dcf"},{"img":"https://static.tigerbbs.com/c0f3e925fafb7429c6a4d3df7fe3217a"},{"img":"https://static.tigerbbs.com/7c55aa367d82ef683ce92ab7362d23ec"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424609855565832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423144470487064,"gmtCreate":1744333874315,"gmtModify":1744693925819,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"title":"花旗、摩根大通、特斯拉、奈飞、台积电即将公布财报","htmlText":"查看详情：<a 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388255474807176","isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462834544972168,"gmtCreate":1754002295087,"gmtModify":1754002296950,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462834544972168","repostId":"1839091099217961","repostType":17,"repost":{"id":4044,"live_id":"1839091099217961","type":1,"live_form":0,"category_id":5,"category_name":"大咖热评","material_type":0,"regions":[1],"title":"7月FOMC后美指大涨，美股和美债机会如何把握？","title_en":"","status":3,"abstract_en":[],"description_html":" ","description_html_en":"","source_url":"--","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/66875956117e48f6a2a55971889fd0de~tplv-gjr78lqtd0-z75.image","live_img_url_en":"","activate_content":true,"expected_time":1753963200000,"time_remain":-450077242,"start_time":0,"end_time":1753965802,"user_counter":"189","symbols":[],"speaker_info":[{"name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","uuid":"3534312224764596"}],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460105520845016,"gmtCreate":1753340069487,"gmtModify":1753340071245,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"Meta","listText":"Meta","text":"Meta","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460105520845016","repostId":"1175119409","repostType":2,"repost":{"id":"1175119409","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1753166508,"share":"https://www.laohu8.com/m/news/1175119409?lang=&edition=full","pubTime":"2025-07-22 14:41","market":"us","language":"zh","title":"财报前瞻｜AI驱动Meta主力业务增长，“挖空硅谷”战略是新焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=1175119409","media":"财报Agent","summary":"Meta将于7月30日盘后发布二季度财报。","content":"<html><head></head><body><blockquote><p><em>摘要：Meta将于7月30日美股盘后发布2025年第二季度财报。预计本季度广告收入可平稳增长，尤其是AI驱动力加强。同时，资本支出压力巨大，需观察后续投入情况，会否对盈利形成压力。</em></p></blockquote><p>自一季度财报发布以来，Meta股价已上涨约30%（截至7月21日），跑赢连创新高的标普500指数与纳斯达克指数。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ef508dda08ae89437bce68a01068265\" tg-width=\"560\" tg-height=\"240\"/></p><h4 id=\"id_4194330968\">一季度业绩回顾</h4><p>2025年一季度，Meta总营收达到423.14亿美元，同比增长16%；净利润跃升至166.44亿美元，增幅达35%；每股摊薄收益6.43美元，同比增长 37%；运营利润为175.55亿美元，同比增长 27%，运营利润率从38%提升至41%。</p><p>Meta AI 的月活跃用户接近 10 亿。此外，公司现金流表现强劲，经营活动现金流为 240.26 亿美元，自由现金流为 103.34 亿美元，现金及有价证券总额达 702.3 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e1afbd06bdaa5257eb481d22e674c25\" tg-width=\"1242\" tg-height=\"633\"/></p><h4 id=\"id_762826757\">二季度业绩预期</h4><p>Meta预计二季度营收将在 425 亿至 455 亿美元之间，全年总支出预计为 1130 亿至 1180 亿美元，资本支出将增加至 640 亿至 720 亿美元，主要用于支持人工智能和数据中心建设。</p><p>而根据彭博社的数据，分析师普遍预期Meta二季度营收448.09亿美元，同比增速超14%，净利润198.3亿美元，同比增幅可达44%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcd4dd497ccf911af1a07d7182aa02d2\" tg-width=\"1440\" tg-height=\"430\"/></p><h4 id=\"id_3024387418\">看点</h4><ul style=\"\"><li><p>扎克伯格：我相信AI，所以不惜一切代价打造最强算力和团队</p></li></ul><p>7月15日，Meta宣布即将上线全球首个1吉瓦（等于1000兆瓦或者100万千瓦）能耗的超级计算机机群；同时，能耗高达5吉瓦的算力集群正筹备建设。扎克伯格的逻辑是：<strong>最贵的人才，造地表最强的模型。</strong></p><p>截至7月15日，已有十几个人被Meta公开挖走，其中多数来自OpenAI，个别来自谷歌DeepMind和苹果。据悉，Meta为前苹果基础研究团队负责人庞若鸣开出2亿美元薪酬，4名前OpenAI顶级研究员将拿到4年3亿美元薪酬。</p><p>显然，这种巨大投入会导致运营支出和资本开支居高不下。因此，虽然收入端可能持续带来惊喜，但利润端也会出现隐患。公司的未来增长完全依赖于AI投资能否持续转化为符合预期的收入增长。</p><ul style=\"\"><li><p>AI技术驱动广告收入增长</p></li></ul><p><strong>据德意志银行的数据，在AI工具“Advantage+”的加持下，Meta二季度广告收入环比提升了约1个百分点，且三季度有进一步加速的趋势</strong>。这与业界的整体趋势形成鲜明对比。</p><p>AI技术，可能成为Meta未来持久的增长来源，因为可以改善广告主的广告支出回报率（ROAS）。</p><p>Meta广告竞价系统的“深度拍卖动态”（deep auction dynamics）正在很大程度上填补大客户流失的空白，部分预算被重新分配至欧洲和拉美等地区。</p><ul style=\"\"><li><p>AI推荐引擎增加用户粘性</p></li></ul><p>Meta核心应用的用户活跃度也在AI的加持下出现积极改善，这将为未来更持久的广告展示量增长提供支撑。</p><p>数据显示，二季度Facebook的全球会话次数同比增长为-5%，优于一季度的-7%；用户总时长同比增长为-3%，优于一季度的-6%。<strong>Instagram</strong>的全球会话次数同比增长4%，远好于一季度的持平；用户总时长同比增长11%，显著高于一季度的6%。Threads的用户时长在二季度环比增长了13%，保持了健康的增长态势。</p><h4 id=\"id_1507975554\">大行评级</h4><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>：基于2026年预期GAAP每股收益30.22美元的26倍市盈率，德银维持对Meta“买入”的评级、同时目标价看向770美元。</p><p>Needham：将META评级从&#34;表现不佳&#34;(Underperform)上调至持有。</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>财报前瞻｜AI驱动Meta主力业务增长，“挖空硅谷”战略是新焦点</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财报前瞻｜AI驱动Meta主力业务增长，“挖空硅谷”战略是新焦点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-07-22 14:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><em>摘要：Meta将于7月30日美股盘后发布2025年第二季度财报。预计本季度广告收入可平稳增长，尤其是AI驱动力加强。同时，资本支出压力巨大，需观察后续投入情况，会否对盈利形成压力。</em></p></blockquote><p>自一季度财报发布以来，Meta股价已上涨约30%（截至7月21日），跑赢连创新高的标普500指数与纳斯达克指数。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ef508dda08ae89437bce68a01068265\" tg-width=\"560\" tg-height=\"240\"/></p><h4 id=\"id_4194330968\">一季度业绩回顾</h4><p>2025年一季度，Meta总营收达到423.14亿美元，同比增长16%；净利润跃升至166.44亿美元，增幅达35%；每股摊薄收益6.43美元，同比增长 37%；运营利润为175.55亿美元，同比增长 27%，运营利润率从38%提升至41%。</p><p>Meta AI 的月活跃用户接近 10 亿。此外，公司现金流表现强劲，经营活动现金流为 240.26 亿美元，自由现金流为 103.34 亿美元，现金及有价证券总额达 702.3 亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e1afbd06bdaa5257eb481d22e674c25\" tg-width=\"1242\" tg-height=\"633\"/></p><h4 id=\"id_762826757\">二季度业绩预期</h4><p>Meta预计二季度营收将在 425 亿至 455 亿美元之间，全年总支出预计为 1130 亿至 1180 亿美元，资本支出将增加至 640 亿至 720 亿美元，主要用于支持人工智能和数据中心建设。</p><p>而根据彭博社的数据，分析师普遍预期Meta二季度营收448.09亿美元，同比增速超14%，净利润198.3亿美元，同比增幅可达44%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcd4dd497ccf911af1a07d7182aa02d2\" tg-width=\"1440\" tg-height=\"430\"/></p><h4 id=\"id_3024387418\">看点</h4><ul style=\"\"><li><p>扎克伯格：我相信AI，所以不惜一切代价打造最强算力和团队</p></li></ul><p>7月15日，Meta宣布即将上线全球首个1吉瓦（等于1000兆瓦或者100万千瓦）能耗的超级计算机机群；同时，能耗高达5吉瓦的算力集群正筹备建设。扎克伯格的逻辑是：<strong>最贵的人才，造地表最强的模型。</strong></p><p>截至7月15日，已有十几个人被Meta公开挖走，其中多数来自OpenAI，个别来自谷歌DeepMind和苹果。据悉，Meta为前苹果基础研究团队负责人庞若鸣开出2亿美元薪酬，4名前OpenAI顶级研究员将拿到4年3亿美元薪酬。</p><p>显然，这种巨大投入会导致运营支出和资本开支居高不下。因此，虽然收入端可能持续带来惊喜，但利润端也会出现隐患。公司的未来增长完全依赖于AI投资能否持续转化为符合预期的收入增长。</p><ul style=\"\"><li><p>AI技术驱动广告收入增长</p></li></ul><p><strong>据德意志银行的数据，在AI工具“Advantage+”的加持下，Meta二季度广告收入环比提升了约1个百分点，且三季度有进一步加速的趋势</strong>。这与业界的整体趋势形成鲜明对比。</p><p>AI技术，可能成为Meta未来持久的增长来源，因为可以改善广告主的广告支出回报率（ROAS）。</p><p>Meta广告竞价系统的“深度拍卖动态”（deep auction dynamics）正在很大程度上填补大客户流失的空白，部分预算被重新分配至欧洲和拉美等地区。</p><ul style=\"\"><li><p>AI推荐引擎增加用户粘性</p></li></ul><p>Meta核心应用的用户活跃度也在AI的加持下出现积极改善，这将为未来更持久的广告展示量增长提供支撑。</p><p>数据显示，二季度Facebook的全球会话次数同比增长为-5%，优于一季度的-7%；用户总时长同比增长为-3%，优于一季度的-6%。<strong>Instagram</strong>的全球会话次数同比增长4%，远好于一季度的持平；用户总时长同比增长11%，显著高于一季度的6%。Threads的用户时长在二季度环比增长了13%，保持了健康的增长态势。</p><h4 id=\"id_1507975554\">大行评级</h4><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>：基于2026年预期GAAP每股收益30.22美元的26倍市盈率，德银维持对Meta“买入”的评级、同时目标价看向770美元。</p><p>Needham：将META评级从&#34;表现不佳&#34;(Underperform)上调至持有。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26766a36a3c9677d78dcc91e9989b975","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175119409","content_text":"摘要：Meta将于7月30日美股盘后发布2025年第二季度财报。预计本季度广告收入可平稳增长，尤其是AI驱动力加强。同时，资本支出压力巨大，需观察后续投入情况，会否对盈利形成压力。自一季度财报发布以来，Meta股价已上涨约30%（截至7月21日），跑赢连创新高的标普500指数与纳斯达克指数。一季度业绩回顾2025年一季度，Meta总营收达到423.14亿美元，同比增长16%；净利润跃升至166.44亿美元，增幅达35%；每股摊薄收益6.43美元，同比增长 37%；运营利润为175.55亿美元，同比增长 27%，运营利润率从38%提升至41%。Meta AI 的月活跃用户接近 10 亿。此外，公司现金流表现强劲，经营活动现金流为 240.26 亿美元，自由现金流为 103.34 亿美元，现金及有价证券总额达 702.3 亿美元。二季度业绩预期Meta预计二季度营收将在 425 亿至 455 亿美元之间，全年总支出预计为 1130 亿至 1180 亿美元，资本支出将增加至 640 亿至 720 亿美元，主要用于支持人工智能和数据中心建设。而根据彭博社的数据，分析师普遍预期Meta二季度营收448.09亿美元，同比增速超14%，净利润198.3亿美元，同比增幅可达44%。看点扎克伯格：我相信AI，所以不惜一切代价打造最强算力和团队7月15日，Meta宣布即将上线全球首个1吉瓦（等于1000兆瓦或者100万千瓦）能耗的超级计算机机群；同时，能耗高达5吉瓦的算力集群正筹备建设。扎克伯格的逻辑是：最贵的人才，造地表最强的模型。截至7月15日，已有十几个人被Meta公开挖走，其中多数来自OpenAI，个别来自谷歌DeepMind和苹果。据悉，Meta为前苹果基础研究团队负责人庞若鸣开出2亿美元薪酬，4名前OpenAI顶级研究员将拿到4年3亿美元薪酬。显然，这种巨大投入会导致运营支出和资本开支居高不下。因此，虽然收入端可能持续带来惊喜，但利润端也会出现隐患。公司的未来增长完全依赖于AI投资能否持续转化为符合预期的收入增长。AI技术驱动广告收入增长据德意志银行的数据，在AI工具“Advantage+”的加持下，Meta二季度广告收入环比提升了约1个百分点，且三季度有进一步加速的趋势。这与业界的整体趋势形成鲜明对比。AI技术，可能成为Meta未来持久的增长来源，因为可以改善广告主的广告支出回报率（ROAS）。Meta广告竞价系统的“深度拍卖动态”（deep auction dynamics）正在很大程度上填补大客户流失的空白，部分预算被重新分配至欧洲和拉美等地区。AI推荐引擎增加用户粘性Meta核心应用的用户活跃度也在AI的加持下出现积极改善，这将为未来更持久的广告展示量增长提供支撑。数据显示，二季度Facebook的全球会话次数同比增长为-5%，优于一季度的-7%；用户总时长同比增长为-3%，优于一季度的-6%。Instagram的全球会话次数同比增长4%，远好于一季度的持平；用户总时长同比增长11%，显著高于一季度的6%。Threads的用户时长在二季度环比增长了13%，保持了健康的增长态势。大行评级德意志银行：基于2026年预期GAAP每股收益30.22美元的26倍市盈率，德银维持对Meta“买入”的评级、同时目标价看向770美元。Needham：将META评级从\"表现不佳\"(Underperform)上调至持有。","news_type":1,"symbols_score_info":{"META":1.1}},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":452515005919512,"gmtCreate":1751500895840,"gmtModify":1751500897534,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452515005919512","repostId":"449517123481848","repostType":1,"repost":{"id":449517123481848,"gmtCreate":1750750754076,"gmtModify":1750750905926,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"腾讯大股东意外抛售，美团面临海内外“外卖大战”？","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 大股东，南非报业集团 <a href=\"https://laohu8.com/S/NPSNY\">$Naspers(腾讯南非大股东)(NPSNY)$</a> ，在刚刚发布的年报中显示，打算减持其持有的价值40亿美元（710亿南非兰特）的 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> ，这些股票是当年腾讯以“特别分红”的形式分发出去的美团股票。核心事件美团进军巴西，计划在巴西推出其海外外卖服务品牌“Keeta”，并将在未来五年投资10亿美元（约177.8亿兰特）建立和拓展其在巴西的业务。此前这一业务已经正式进军沙特市场，并取得了超过行业平均水平的增长。减持原因股东与直接竞争者的双重身份。Naspers持有美团约4%的股份，美团进入巴西，将与Naspers在该地区已经占据主导地位的外卖平台iFood形成直接竞争战略上的挑战。美团与iFood在巴西市场的直接竞争，使得Naspers不得不面临左右手互博的困境。对美团国际扩张前景看淡。 Bloisi认为美团在巴西等国际市场“获胜的概率较低”，面临“激烈的竞争”和“失败风险增加”。为何Naspers如此看重外卖业务？从Naspers的资产构成来看，其90%以上的净资产价值来源于腾讯的股票。因此，它一直想通过投资其他业务来释放“腾讯以外”的业务价值。外卖业务便是Naspers的核心。目前，Naspers旗下有包括Despegar、Just Eat Takeaway.com、iFood、Delivery Hero等不同地区的品牌。2022年以15亿欧元的价格完全收购了iFood2025年2月以46亿美元收购了Just Eat Takeaway.com2025年2月以46","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 大股东，南非报业集团 <a href=\"https://laohu8.com/S/NPSNY\">$Naspers(腾讯南非大股东)(NPSNY)$</a> ，在刚刚发布的年报中显示，打算减持其持有的价值40亿美元（710亿南非兰特）的 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> ，这些股票是当年腾讯以“特别分红”的形式分发出去的美团股票。核心事件美团进军巴西，计划在巴西推出其海外外卖服务品牌“Keeta”，并将在未来五年投资10亿美元（约177.8亿兰特）建立和拓展其在巴西的业务。此前这一业务已经正式进军沙特市场，并取得了超过行业平均水平的增长。减持原因股东与直接竞争者的双重身份。Naspers持有美团约4%的股份，美团进入巴西，将与Naspers在该地区已经占据主导地位的外卖平台iFood形成直接竞争战略上的挑战。美团与iFood在巴西市场的直接竞争，使得Naspers不得不面临左右手互博的困境。对美团国际扩张前景看淡。 Bloisi认为美团在巴西等国际市场“获胜的概率较低”，面临“激烈的竞争”和“失败风险增加”。为何Naspers如此看重外卖业务？从Naspers的资产构成来看，其90%以上的净资产价值来源于腾讯的股票。因此，它一直想通过投资其他业务来释放“腾讯以外”的业务价值。外卖业务便是Naspers的核心。目前，Naspers旗下有包括Despegar、Just Eat Takeaway.com、iFood、Delivery Hero等不同地区的品牌。2022年以15亿欧元的价格完全收购了iFood2025年2月以46亿美元收购了Just Eat Takeaway.com2025年2月以46","text":"$腾讯控股(00700)$ 大股东，南非报业集团 $Naspers(腾讯南非大股东)(NPSNY)$ ，在刚刚发布的年报中显示，打算减持其持有的价值40亿美元（710亿南非兰特）的 $美团-W(03690)$ ，这些股票是当年腾讯以“特别分红”的形式分发出去的美团股票。核心事件美团进军巴西，计划在巴西推出其海外外卖服务品牌“Keeta”，并将在未来五年投资10亿美元（约177.8亿兰特）建立和拓展其在巴西的业务。此前这一业务已经正式进军沙特市场，并取得了超过行业平均水平的增长。减持原因股东与直接竞争者的双重身份。Naspers持有美团约4%的股份，美团进入巴西，将与Naspers在该地区已经占据主导地位的外卖平台iFood形成直接竞争战略上的挑战。美团与iFood在巴西市场的直接竞争，使得Naspers不得不面临左右手互博的困境。对美团国际扩张前景看淡。 Bloisi认为美团在巴西等国际市场“获胜的概率较低”，面临“激烈的竞争”和“失败风险增加”。为何Naspers如此看重外卖业务？从Naspers的资产构成来看，其90%以上的净资产价值来源于腾讯的股票。因此，它一直想通过投资其他业务来释放“腾讯以外”的业务价值。外卖业务便是Naspers的核心。目前，Naspers旗下有包括Despegar、Just Eat Takeaway.com、iFood、Delivery Hero等不同地区的品牌。2022年以15亿欧元的价格完全收购了iFood2025年2月以46亿美元收购了Just Eat Takeaway.com2025年2月以46","images":[{"img":"https://static.tigerbbs.com/25720fcf2c6f5cecb4ad5027ae800e0d"},{"img":"https://static.tigerbbs.com/87bfb7afd76ced6d581b8128c45e219c"},{"img":"https://static.tigerbbs.com/0f68451aac9a269683bcfc29a3413533"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449517123481848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450024891486264,"gmtCreate":1750896288016,"gmtModify":1750901577100,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"<a 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36氪获悉，兴业证券公告，公司第六届董事会第三十二次会议于20","listText":"36氪获悉，据外媒报道，知情人士透露，高瓴投资近日参与了星巴克中国区的反向管理层路演，表达了对收购星巴克中国业务的兴趣。此次路演还吸引了凯雷投资、信宸资本等多家投资机构参与。目前交易结构尚未敲定。星巴克中国业务估值约为50至60亿美元，由高盛担任独家财务顾问。该交易预计将持续到2026年。 编辑 | Echo&nbsp; 本文仅为信息交流之用，不构成任何交易建议 全球化里程碑：菜鸟建立中东海湾六国跨境互发物流网络 36氪获悉，菜鸟全球物流网络建设取得重大进展：建立了中东海湾六国之间互发包裹的跨境物流网络，最快3天即可送达。 特斯拉无人出租车服务RoboTaxi在得州低调启动，马斯克称“固定收费4.2美元” 在马斯克长达近十年的宣传之后，特斯拉公司于当地时间周日（6月22日）在美国得克萨斯州奥斯汀市街头推出了备受期待的自动驾驶出租车RoboTaxi服务，开启了这家汽车制造商充满不确定性的新时代。几位首批用户在下载这款叫车应用并首次体验无人驾驶出租车的过程中进行了直播。马斯克周日早些时候在社交媒体上表示，抢先体验的用户将支付4.20美元的固定费用。（新浪财经） <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> KKR拟收购一家中国饮料公司85%股权，猜测是大窑 36氪独家获悉，美国私募股权机构KKR拟收购一家中国饮料公司85%股权，猜测是大窑饮品。这是美元基金时隔多时在中国进行消费领域的buyout交易。“这笔交易谈了一年。”一位接近交易的知情人士告诉36氪。对此消息，大窑方面回应36氪称：不予置评。据了解，2024年，大窑营收在数十亿元左右。官网资料显示，大窑旗下的全国经销商已超千家，百万家零售终端，遍布31个省、自治区、直辖市。 兴业证券：选举苏军良为董事长 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前几年用“中概股退市”威胁的时候，中概股血崩，这几年大多数中国公司也陆陆续续完成了双重上市或者二次上市，这次大家都比较淡定~ 高盛近期的研报，估算了大概27只有资格在港上市的中概股（市值合计1840亿美元），包括拼多多、满帮、唯品会、极氪、好未来等知名公司，这些仅在美股上市的公司得抓紧了。[吃瓜]不过这次，香港财政司司长陈茂波发表题为《百年变局中又一香港机遇》的文章，表示他已指示香港证监会和港交所做好准备，若于海外上市的中概股希望回流，必须让香港成为它们首选的上市地。[安慰]如果这次真的落实了，那么就意味着部分优质中概股得回港，于是乎又到了港股价值重估的时刻！[暗中观察]现在A/H股溢价从前期低点128%，快速回升到了136%，说明港股近期跌幅相对而言足够大，另外相较于美股科技股普遍“高盈利+合理估值”的特点，中国科技股大多处于“低估值+低预期”的区间。或许每次的金融制裁风险，都会成为港股低位上车的机会？大家觉得在特朗普这样的金融制裁下，中概这次能否挺住？评论区分享你的观点或对中概/港股的投资看法，一起赢取1000虎币奖励！🎁 <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a> <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","listText":"最近的行情，就怕特朗普突然翻脸，政策每天都在变。就像美国又把“中概股退市”拿出来作为谈判筹码—近期对于美国财政部SEC再次提出的“要让中国股票从美国证交所退市”，贝森特本人表示：中国公司从美国证券交易所退市已正式提上日程。[冷漠]又来了…… 前几年用“中概股退市”威胁的时候，中概股血崩，这几年大多数中国公司也陆陆续续完成了双重上市或者二次上市，这次大家都比较淡定~ 高盛近期的研报，估算了大概27只有资格在港上市的中概股（市值合计1840亿美元），包括拼多多、满帮、唯品会、极氪、好未来等知名公司，这些仅在美股上市的公司得抓紧了。[吃瓜]不过这次，香港财政司司长陈茂波发表题为《百年变局中又一香港机遇》的文章，表示他已指示香港证监会和港交所做好准备，若于海外上市的中概股希望回流，必须让香港成为它们首选的上市地。[安慰]如果这次真的落实了，那么就意味着部分优质中概股得回港，于是乎又到了港股价值重估的时刻！[暗中观察]现在A/H股溢价从前期低点128%，快速回升到了136%，说明港股近期跌幅相对而言足够大，另外相较于美股科技股普遍“高盈利+合理估值”的特点，中国科技股大多处于“低估值+低预期”的区间。或许每次的金融制裁风险，都会成为港股低位上车的机会？大家觉得在特朗普这样的金融制裁下，中概这次能否挺住？评论区分享你的观点或对中概/港股的投资看法，一起赢取1000虎币奖励！🎁 <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a> <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"最近的行情，就怕特朗普突然翻脸，政策每天都在变。就像美国又把“中概股退市”拿出来作为谈判筹码—近期对于美国财政部SEC再次提出的“要让中国股票从美国证交所退市”，贝森特本人表示：中国公司从美国证券交易所退市已正式提上日程。[冷漠]又来了…… 前几年用“中概股退市”威胁的时候，中概股血崩，这几年大多数中国公司也陆陆续续完成了双重上市或者二次上市，这次大家都比较淡定~ 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$阿里巴巴(BABA)$","images":[{"img":"https://static.tigerbbs.com/f4728d12a9dbd10aeb636dba92a47dcf"},{"img":"https://static.tigerbbs.com/c0f3e925fafb7429c6a4d3df7fe3217a"},{"img":"https://static.tigerbbs.com/7c55aa367d82ef683ce92ab7362d23ec"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424609855565832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423144470487064,"gmtCreate":1744333874315,"gmtModify":1744693925819,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"title":"花旗、摩根大通、特斯拉、奈飞、台积电即将公布财报","htmlText":"查看详情：<a 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/addecb85a0406f27235ba224ef715539"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423144470487064","isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":422719762366584,"gmtCreate":1744243527361,"gmtModify":1744243529527,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"段永平篇","listText":"段永平篇","text":"段永平篇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422719762366584","repostId":"422235905220856","repostType":1,"repost":{"id":422235905220856,"gmtCreate":1744092189921,"gmtModify":1744099803820,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"段永平4亿美金抄底美股巨头+腾讯","htmlText":"前几天因空仓窃喜的段永平又出手了，刚晒出了4月7号加仓的记录，已然是熟悉的sell put。总结来看，合约标的名义价值超过4亿美元，获得权利金超过3000万美元具体来看涉及的标的包括： <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 以及港股的 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>涉及的期限：从末日到8个月后。包括本周的4月11日到期，到本月的4月25日到期、5月到期，一直到2026年1月到期都有，其中本周到期的（近末日期权）的占比较高；涉及的行权价：本周到期的大多是平价（ATM）或者离现价5%以内的OTM（价外）PUT，而远期的期权则从10-20% OTM为主。美股方面：AAPL的行权价为180、175；NVDA的行权价90、93、94、95、97、98；TSM的行权价为144；GOOGL的行权价为144、149港股方面，腾讯的期权从本周（4.11周期权）开始，一直到9月（月期权），行权价格440（ATM），各sell了100张。如果全部被行权，总价值达5280万港币（约6800万美元）","listText":"前几天因空仓窃喜的段永平又出手了，刚晒出了4月7号加仓的记录，已然是熟悉的sell put。总结来看，合约标的名义价值超过4亿美元，获得权利金超过3000万美元具体来看涉及的标的包括： <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 以及港股的 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>涉及的期限：从末日到8个月后。包括本周的4月11日到期，到本月的4月25日到期、5月到期，一直到2026年1月到期都有，其中本周到期的（近末日期权）的占比较高；涉及的行权价：本周到期的大多是平价（ATM）或者离现价5%以内的OTM（价外）PUT，而远期的期权则从10-20% OTM为主。美股方面：AAPL的行权价为180、175；NVDA的行权价90、93、94、95、97、98；TSM的行权价为144；GOOGL的行权价为144、149港股方面，腾讯的期权从本周（4.11周期权）开始，一直到9月（月期权），行权价格440（ATM），各sell了100张。如果全部被行权，总价值达5280万港币（约6800万美元）","text":"前几天因空仓窃喜的段永平又出手了，刚晒出了4月7号加仓的记录，已然是熟悉的sell put。总结来看，合约标的名义价值超过4亿美元，获得权利金超过3000万美元具体来看涉及的标的包括： $英伟达(NVDA)$ $苹果(AAPL)$ $台积电(TSM)$ $谷歌(GOOG)$ 以及港股的 $腾讯控股(00700)$涉及的期限：从末日到8个月后。包括本周的4月11日到期，到本月的4月25日到期、5月到期，一直到2026年1月到期都有，其中本周到期的（近末日期权）的占比较高；涉及的行权价：本周到期的大多是平价（ATM）或者离现价5%以内的OTM（价外）PUT，而远期的期权则从10-20% 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- 老虎国际","htmlText":"查看详情：<a href=\"https://tigr.link/s/30AgzHg\">3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会 - 老虎国际</a> 美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/s/30AgzHg\">3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会 - 老虎国际</a> 美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。 此帖仅开放于中国大陆用户","text":"查看详情：3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会 - 老虎国际 美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416003486847096","isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":414911391765096,"gmtCreate":1742315186955,"gmtModify":1742315189004,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414911391765096","repostId":"414077781233801","repostType":1,"repost":{"id":414077781233801,"gmtCreate":1742080415449,"gmtModify":1742080452886,"author":{"id":"4180241841877492","authorId":"4180241841877492","name":"ARKK创新投资追踪","avatar":"https://community-static.tradeup.com/news/3f5229c0ae74f578f94958dbdf9cbd02","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180241841877492","authorIdStr":"4180241841877492"},"themes":[],"htmlText":"ARKK Investment Tracker position change: Increased position in Coinbase Global, Inc. by 13,373 shares, the number of shares held increased 0.64% compared to the previous period and now represents 7.06% of the total position.","listText":"ARKK Investment Tracker position change: Increased position in Coinbase Global, Inc. by 13,373 shares, the number of shares held increased 0.64% compared to the previous period and now represents 7.06% of the total position.","text":"ARKK Investment Tracker position change: Increased position in Coinbase Global, Inc. by 13,373 shares, the number of shares held increased 0.64% compared to the previous period and now represents 7.06% of the total 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此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/s/30AXdGY\">中国AI资产爆发：从DeepSeek热潮看产业链重构与投资机遇 </a> 近期中国AI公司深度求索（DeepSeek）开源大模型引发全球开发者热潮，中概股AI产业链的价值逻辑正在被重构。 此帖仅开放于中国大陆用户","text":"查看详情：中国AI资产爆发：从DeepSeek热潮看产业链重构与投资机遇 近期中国AI公司深度求索（DeepSeek）开源大模型引发全球开发者热潮，中概股AI产业链的价值逻辑正在被重构。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410106331816504","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":350734016602296,"gmtCreate":1726633474079,"gmtModify":1726637271986,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"title":"试试24 小时交易，最高赢 2 股苹果","htmlText":"查看详情：<a 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/fb73fcd9a2e61ed457f79844f20dbc21"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350734016602296","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":254266178777352,"gmtCreate":1703113125522,"gmtModify":1703113126838,"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254266178777352","repostId":"253778300104712","repostType":1,"repost":{"id":253778300104712,"gmtCreate":1702993551538,"gmtModify":1744961030183,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"【干货】虚拟货币大热，一文带你了解都有哪些投资机会？","htmlText":"今年比特币的价格可以用不可思议来形容，连连突破新高。叠加美国降息预期，通胀复苏，以及美国即将批准现货比特币ETF的预期。有朋友来问我可不可以买点比特币对冲通胀？以及比特币概念股都有哪些？我今天就来给大家科普一下。大家也可以做到手中有粮，心中不慌。比特币基金知多少说到这里，可能大家会问，都有哪些比特币基金呢？怎么购买呢？目前比较知名的比特币基金是由灰度&nbsp;Grayscale Digital（灰度）创立的，比特币基金跟ETF差不多，只不过底层是信托。灰度比特币信托的工作原理是这样的：灰度比特币信托首先作为一个私募，邀请私人富豪投资者向基金认捐资金，用于购买大量的比特币。这意味着，只有高净值的合格投资者可以认购GBTC 的原始份额。然后，2015年灰度将该基金在公开在OTC交易所挂牌上市，从此人人都可以购买，并无需持有比特币本身，无需承担直接交易、存储比特币所需承担的风险（如私钥被盗、交易所跑路等），还能享有比特币价格高波动带来的投资机会。今年最火的女神ARK当年也是因为买入比特币基金而成名的。至于如何购买，大家可以去OTC市场购买，老虎综合账户是可以支持交易的，买它的收益大体趋同于直接购买比特币，以下是灰度发行的比特币基金，感兴趣的朋友不妨关注一下<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BCHG\">$GRAYSCALE BITCOIN CASH TR(BCHG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/ETHE\">$Grayscale Ethereum Trust(ETHE)$</a>","listText":"今年比特币的价格可以用不可思议来形容，连连突破新高。叠加美国降息预期，通胀复苏，以及美国即将批准现货比特币ETF的预期。有朋友来问我可不可以买点比特币对冲通胀？以及比特币概念股都有哪些？我今天就来给大家科普一下。大家也可以做到手中有粮，心中不慌。比特币基金知多少说到这里，可能大家会问，都有哪些比特币基金呢？怎么购买呢？目前比较知名的比特币基金是由灰度&nbsp;Grayscale Digital（灰度）创立的，比特币基金跟ETF差不多，只不过底层是信托。灰度比特币信托的工作原理是这样的：灰度比特币信托首先作为一个私募，邀请私人富豪投资者向基金认捐资金，用于购买大量的比特币。这意味着，只有高净值的合格投资者可以认购GBTC 的原始份额。然后，2015年灰度将该基金在公开在OTC交易所挂牌上市，从此人人都可以购买，并无需持有比特币本身，无需承担直接交易、存储比特币所需承担的风险（如私钥被盗、交易所跑路等），还能享有比特币价格高波动带来的投资机会。今年最火的女神ARK当年也是因为买入比特币基金而成名的。至于如何购买，大家可以去OTC市场购买，老虎综合账户是可以支持交易的，买它的收益大体趋同于直接购买比特币，以下是灰度发行的比特币基金，感兴趣的朋友不妨关注一下<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BCHG\">$GRAYSCALE BITCOIN CASH TR(BCHG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/ETHE\">$Grayscale Ethereum Trust(ETHE)$</a>","text":"今年比特币的价格可以用不可思议来形容，连连突破新高。叠加美国降息预期，通胀复苏，以及美国即将批准现货比特币ETF的预期。有朋友来问我可不可以买点比特币对冲通胀？以及比特币概念股都有哪些？我今天就来给大家科普一下。大家也可以做到手中有粮，心中不慌。比特币基金知多少说到这里，可能大家会问，都有哪些比特币基金呢？怎么购买呢？目前比较知名的比特币基金是由灰度 Grayscale Digital（灰度）创立的，比特币基金跟ETF差不多，只不过底层是信托。灰度比特币信托的工作原理是这样的：灰度比特币信托首先作为一个私募，邀请私人富豪投资者向基金认捐资金，用于购买大量的比特币。这意味着，只有高净值的合格投资者可以认购GBTC 的原始份额。然后，2015年灰度将该基金在公开在OTC交易所挂牌上市，从此人人都可以购买，并无需持有比特币本身，无需承担直接交易、存储比特币所需承担的风险（如私钥被盗、交易所跑路等），还能享有比特币价格高波动带来的投资机会。今年最火的女神ARK当年也是因为买入比特币基金而成名的。至于如何购买，大家可以去OTC市场购买，老虎综合账户是可以支持交易的，买它的收益大体趋同于直接购买比特币，以下是灰度发行的比特币基金，感兴趣的朋友不妨关注一下$比特币基金(GBTC)$$GRAYSCALE BITCOIN CASH TR(BCHG)$$Grayscale Ethereum Trust(ETHE)$","images":[{"img":"https://static.tigerbbs.com/b72f82f163e1a3e9554a16bf0514c334"},{"img":"https://static.tigerbbs.com/626685fd5bf88e6f39c7ebfc84da4ce1","width":"663","height":"366"},{"img":"https://static.tigerbbs.com/a9ca5a3dd9338c8ff97255e79e74ec2e"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253778300104712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}