Yayoi的个人主页 - 老虎社区

Yayoi

Yayoi

TMT交易员反者道之动

IP属地：河北

64关注

1粉丝

1主题

0勋章

10-02

这到底是夸可灵还是夸sora

港股异动 | 快手-W(01024)涨超7% 近期可灵2.5 Turbo底模能力再升级 AI带动核心主业提效持续演绎

09-15

涨了就评高跌了就中性跟在屁股后面天天评级

泡泡玛特盘初下跌超7%，摩根大通下调评级至"中性"

08-26

这种垃圾机构的评估报告人都到80几了才给评估价

招银国际：升快手-W目标价至84港元维持买入评级

08-20

$微软(MSFT)$ 垃圾票

08-20

24小时没啥必要一年365天交易可以有散户周末太无聊了

港交所陈翊庭：港交所将研究24小时交易机制

07-23

我开仓了1手$NVDA 20250725 172.5 CALL$ ,来看看我最新分享的订单！

07-10

6千多万算什么主力

快手-W07月09日主力净流出6042.7万元散户资金买入

07-09

还得是腾讯一如既往的稳

抱歉，原内容已删除

06-27

$快手-W(01024)$ 天天利好消息不见主力出力成交那么点这得到猴年马月去随便一砸就能咋下来

06-25

$快手-W(01024)$ 继续看空63以前大量空

06-20

$快手-W(01024)$ 每次跌的时候就会出来几个消息面文章 🤪

06-19

$快手-W(01024)$ 今天这是要奔着55去了么

05-22

没啥利好消息就发点天气预报

康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择

2021-05-27

这篇文章不错，转发给大家看

@许亚鑫:A50如期放量上涨！6月17日是下一个关键节点

2021-01-22

这篇文章不错，转发给大家看

@小虎周报:互联网巨头扎堆二次上市，蕴含哪些套利机会？

去老虎APP查看更多动态

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Acc","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A"},"source_url":"http://www.zhitongcaijing.com/content/detail/1351829.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572557567","content_text":"智通财经APP获悉，快手-W(01024)涨超7%，暂时领跑科网股。截至发稿，涨7.21%，报90.7港元，成交额21.16亿港元。消息面上，近日，可灵AI基座模型再升级，视频生成推出可灵2.5 Turbo 模型，效果进一步提升。可灵2.5 Turbo 模型高品质模式(1080p)下生成5秒长度的视频仅需25灵感值，相比2.1模型同档位便宜近30%。东方证券表示，多模态侧，快手可灵依靠底模迭代保持领先身位，2.5 Turbo版本在“性能升级+降价30%”的组合策略下，有望进一步带动用户增长和流水上行。主业方面，AI带动核心主业提效持续演绎，继此前内容推荐OneRec提供社区生态健康度支撑，商业化系统的AI重构更是为主业稳健增长带来长效动能。值得关注的是，北京时间10月1日凌晨，OpenAI宣布，正式发布其迄今最先进的视频生成模型Sora 2.0，并同步推出一款全新的社交应用“Sora”。Sora团队负责人表示，这可能会成为视频生成领域的ChatGPT时刻。开源证券此前研报曾指出，AI视频生成工具可以大幅减少实景拍摄、降低视频制作成本，Sora的发布或将成为AI视频应用的里程碑事件，有望打开更为广阔的AI应用市场，看好其在短视频、游戏、电影等领域的应用。","news_type":1,"symbols_score_info":{"81024":0.6,"01024":1.5,"KSTmain":1.5,"HSCEI":1.5,"YANG":1.5}},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478695499497912,"gmtCreate":1757900845132,"gmtModify":1757900847510,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"涨了就评高 跌了就中性 跟在屁股后面天天评级","listText":"涨了就评高 跌了就中性 跟在屁股后面天天评级","text":"涨了就评高 跌了就中性 跟在屁股后面天天评级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478695499497912","repostId":"1112496304","repostType":2,"repost":{"id":"1112496304","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":1757900457,"share":"https://www.laohu8.com/m/news/1112496304?lang=&edition=full","pubTime":"2025-09-15 09:40","market":"us","language":"zh","title":"泡泡玛特盘初下跌超7%，摩根大通下调评级至\"中性\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1112496304","media":"老虎资讯综合","summary":"9月15日（周一），泡泡玛特盘初下跌超7%，报256.6港元，成交18.4亿港元，摩根大通下调泡泡玛特评级至\"中性\"。消息方面：摩根大通在近期发布的研究报告中将泡泡玛特的股票评级下调至\"中性\"。摩根大通表示，做出这一决定的原因是该公司目前缺乏明显的增长催化剂，且当前估值水平不具吸引力。这一评级下调无疑对投资者信心造成了打击。","content":"<html><head></head><body><p>9月15日（周一），泡泡玛特盘初下跌超7%，报256.6港元，成交18.4亿港元，摩根大通下调泡泡玛特评级至&#34;中性&#34;。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e198f1d21c12a1faf54418673b69568\" title=\"\" tg-width=\"274\" tg-height=\"84\"/></p><p>消息方面：摩根大通近日发布研究报告，将泡泡玛特的投资评级从“超配”下调至“中性”，目标价由400港元下调至300港元。报告指出，泡泡玛特股价年内已上涨209%，估值已充分反映市场对其业绩的乐观预期，短期内风险回报比不再具有吸引力。</p><p style=\"text-align: start;\">报告认为，泡泡玛特四大催化剂已基本兑现，包括上半年业绩超预期、与优衣库联名、获纳入指数以及珠宝店开业。而剩余三大催化剂——动画片上线、Labubu 4.0发布及互动玩具推出——目前能见度较低，预计短期内难以推动股价进一步上涨。</p><p style=\"text-align: start;\">尽管摩根大通对泡泡玛特的长期投资逻辑依然看好，包括其强大的IP运营能力、多元化的IP组合（预计Labubu在2027年贡献35%收入）以及海外业务扩张（预计2027年海外利润占比超60%），但短期内股价已大幅上涨，任何业绩不及预期或负面新闻都可能引发股价回调。</p><p style=\"text-align: start;\">报告提醒投资者关注四季度至明年一季度的下一个催化剂窗口，包括《Labubu与朋友们》动画首季上线、Labubu 4.0产品发布以及可能的互动玩具推出。若这些项目表现超预期，可能会推动股价突破当前预期。</p><p style=\"text-align: start;\">摩根大通同时指出，泡泡玛特目前估值对应2025年预测市盈率31倍、2026年22倍，处于合理水平，但已“定价完美”，建议投资者等待更佳入场时机。</p><p style=\"text-align: start;\">泡泡玛特是中国领先的IP运营与潮玩公司，拥有100多个自有或授权IP，全球门店超过571家，机器人商店2577个，业务覆盖30多个国家和地区。</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>泡泡玛特盘初下跌超7%，摩根大通下调评级至\"中性\"</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n泡泡玛特盘初下跌超7%，摩根大通下调评级至\"中性\"\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\">2025-09-15 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月15日（周一），泡泡玛特盘初下跌超7%，报256.6港元，成交18.4亿港元，摩根大通下调泡泡玛特评级至&#34;中性&#34;。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e198f1d21c12a1faf54418673b69568\" title=\"\" tg-width=\"274\" tg-height=\"84\"/></p><p>消息方面：摩根大通近日发布研究报告，将泡泡玛特的投资评级从“超配”下调至“中性”，目标价由400港元下调至300港元。报告指出，泡泡玛特股价年内已上涨209%，估值已充分反映市场对其业绩的乐观预期，短期内风险回报比不再具有吸引力。</p><p style=\"text-align: start;\">报告认为，泡泡玛特四大催化剂已基本兑现，包括上半年业绩超预期、与优衣库联名、获纳入指数以及珠宝店开业。而剩余三大催化剂——动画片上线、Labubu 4.0发布及互动玩具推出——目前能见度较低，预计短期内难以推动股价进一步上涨。</p><p style=\"text-align: start;\">尽管摩根大通对泡泡玛特的长期投资逻辑依然看好，包括其强大的IP运营能力、多元化的IP组合（预计Labubu在2027年贡献35%收入）以及海外业务扩张（预计2027年海外利润占比超60%），但短期内股价已大幅上涨，任何业绩不及预期或负面新闻都可能引发股价回调。</p><p style=\"text-align: start;\">报告提醒投资者关注四季度至明年一季度的下一个催化剂窗口，包括《Labubu与朋友们》动画首季上线、Labubu 4.0产品发布以及可能的互动玩具推出。若这些项目表现超预期，可能会推动股价突破当前预期。</p><p style=\"text-align: start;\">摩根大通同时指出，泡泡玛特目前估值对应2025年预测市盈率31倍、2026年22倍，处于合理水平，但已“定价完美”，建议投资者等待更佳入场时机。</p><p style=\"text-align: start;\">泡泡玛特是中国领先的IP运营与潮玩公司，拥有100多个自有或授权IP，全球门店超过571家，机器人商店2577个，业务覆盖30多个国家和地区。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112496304","content_text":"9月15日（周一），泡泡玛特盘初下跌超7%，报256.6港元，成交18.4亿港元，摩根大通下调泡泡玛特评级至\"中性\"。消息方面：摩根大通近日发布研究报告，将泡泡玛特的投资评级从“超配”下调至“中性”，目标价由400港元下调至300港元。报告指出，泡泡玛特股价年内已上涨209%，估值已充分反映市场对其业绩的乐观预期，短期内风险回报比不再具有吸引力。报告认为，泡泡玛特四大催化剂已基本兑现，包括上半年业绩超预期、与优衣库联名、获纳入指数以及珠宝店开业。而剩余三大催化剂——动画片上线、Labubu 4.0发布及互动玩具推出——目前能见度较低，预计短期内难以推动股价进一步上涨。尽管摩根大通对泡泡玛特的长期投资逻辑依然看好，包括其强大的IP运营能力、多元化的IP组合（预计Labubu在2027年贡献35%收入）以及海外业务扩张（预计2027年海外利润占比超60%），但短期内股价已大幅上涨，任何业绩不及预期或负面新闻都可能引发股价回调。报告提醒投资者关注四季度至明年一季度的下一个催化剂窗口，包括《Labubu与朋友们》动画首季上线、Labubu 4.0产品发布以及可能的互动玩具推出。若这些项目表现超预期，可能会推动股价突破当前预期。摩根大通同时指出，泡泡玛特目前估值对应2025年预测市盈率31倍、2026年22倍，处于合理水平，但已“定价完美”，建议投资者等待更佳入场时机。泡泡玛特是中国领先的IP运营与潮玩公司，拥有100多个自有或授权IP，全球门店超过571家，机器人商店2577个，业务覆盖30多个国家和地区。","news_type":1,"symbols_score_info":{"09992":1.1}},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471618244178200,"gmtCreate":1756172585101,"gmtModify":1756173064849,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"这种垃圾机构的评估报告 人都到80几了才给评估价&nbsp;","listText":"这种垃圾机构的评估报告 人都到80几了才给评估价&nbsp;","text":"这种垃圾机构的评估报告 人都到80几了才给评估价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471618244178200","repostId":"2562021230","repostType":2,"repost":{"id":"2562021230","kind":"news","pubTimestamp":1756112460,"share":"https://www.laohu8.com/m/news/2562021230?lang=&edition=full","pubTime":"2025-08-25 17:01","market":"sh","language":"zh","title":"招银国际：升快手-W目标价至84港元 维持买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2562021230","media":"新浪港股","summary":"　　招银国际发布研报称，快手-W次季收入同比增长13%至350亿元人民币，经调整净利润同比增长20%至56亿元人民币，均高于市场预期，主要受惠于稳健的电商业务及超预期的AI商业化表现。该行微升快手2025至2027年盈利预测0至1%，以反映AI领域的积极进展；将目标价由80港元上调至84港元，维持“买入”评级，对快手的AI发展与商业化前景持乐观态度。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/01024.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　招银国际发布研报称，<span><a href=\"https://laohu8.com/S/01024\">快手-W</a></span><span></span>（01024）次季收入同比增长13%至350亿元人民币，经调整净利润同比增长20%至56亿元人民币，均高于市场预期，主要受惠于稳健的电商业务及超预期的AI商业化表现。展望第三季，该行预期总收入将同比增长13%，由电商业务的强劲势头及线上营销业务的韧性增长所推动。该行微升快手2025至2027年盈利预测0至1%，以反映AI领域的积极进展；将目标价由80港元上调至84港元，维持“买入”评级，对快手的AI发展与商业化前景持乐观态度。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：史丽君 </p>\n</div></body></html>","source":"sina","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>招银国际：升快手-W目标价至84港元 维持买入评级</title>\n<style 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}\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招银国际：升快手-W目标价至84港元 维持买入评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 17:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/hkgg/2025-08-25/doc-infnewra2378627.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　招银国际发布研报称，快手-W（01024）次季收入同比增长13%至350亿元人民币，经调整净利润同比增长20%至56亿元人民币，均高于市场预期，主要受惠于稳健的电商业务及超预期的AI商业化表现。展望第三季，该行预期总收入将同比增长13%，由电商业务的强劲势头及线上营销业务的韧性增长所推动。该行微升快手2025至2027年...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-08-25/doc-infnewra2378627.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01024":"快手-W"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-08-25/doc-infnewra2378627.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2562021230","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　招银国际发布研报称，快手-W（01024）次季收入同比增长13%至350亿元人民币，经调整净利润同比增长20%至56亿元人民币，均高于市场预期，主要受惠于稳健的电商业务及超预期的AI商业化表现。展望第三季，该行预期总收入将同比增长13%，由电商业务的强劲势头及线上营销业务的韧性增长所推动。该行微升快手2025至2027年盈利预测0至1%，以反映AI领域的积极进展；将目标价由80港元上调至84港元，维持“买入”评级，对快手的AI发展与商业化前景持乐观态度。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：史丽君","news_type":1,"symbols_score_info":{"01024":1,"KSTmain":1}},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469705875218920,"gmtCreate":1755705407980,"gmtModify":1755707005840,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾票","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾票","text":"$微软(MSFT)$ 垃圾票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469705875218920","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469661427191816,"gmtCreate":1755694581135,"gmtModify":1755694582890,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"24小时没啥必要 一年365天交易可以有 散户周末太无聊了","listText":"24小时没啥必要 一年365天交易可以有 散户周末太无聊了","text":"24小时没啥必要 一年365天交易可以有 散户周末太无聊了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469661427191816","repostId":"1151575546","repostType":2,"repost":{"id":"1151575546","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":1755687905,"share":"https://www.laohu8.com/m/news/1151575546?lang=&edition=full","pubTime":"2025-08-20 19:05","market":"us","language":"zh","title":"港交所陈翊庭：港交所将研究24小时交易机制","url":"https://stock-news.laohu8.com/highlight/detail?id=1151575546","media":"老虎资讯综合","summary":"8月20日，在港交所2025年中期业绩会议上，港交所集团行政总裁陈翊庭表示：“港交所在保持全球竞争力方面始终坚持战略性投入原则。港交所在资本开支方面不会吝啬，我们持续加大在数据平台优化、交易结算系统升级等方面的投入力度。”在现场，陈翊庭回答了市场热议的延长交易时间的问题。","content":"<html><head></head><body><p style=\"text-align: start;\">8月20日，在港交所2025年中期业绩会议上，港交所集团行政总裁陈翊庭表示：“港交所在保持全球竞争力方面始终坚持战略性投入原则。</p><p style=\"text-align: start;\">港交所在资本开支方面不会吝啬，我们持续加大在数据平台优化、交易结算系统升级等方面的投入力度。”在现场，陈翊庭回答了市场热议的延长交易时间的问题。“关于交易时间延长议题，我们注意到纳斯达克拟于2026年下半年实施每周5天24小时交易机制。</p><p style=\"text-align: start;\">港交所将秉持审慎渐进原则，在充分借鉴国际同业经验的基础上，结合本地市场实际情况进行研究。该进程需待交易系统升级、风险管理体系完善及监管框架配套成熟后逐步完善。”她表示。</p><p style=\"text-align: start;\">陈翊庭表示，港交所正积极与市场参与者就缩短现货市场结算周期进行探讨，港交所的技术系统在今年年底前将可以支持T+1结算周期，但市场何时实行T+1结算需要征求多方市场参与者意见。（上海证券报）</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港交所陈翊庭：港交所将研究24小时交易机制</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港交所陈翊庭：港交所将研究24小时交易机制\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\">2025-08-20 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">8月20日，在港交所2025年中期业绩会议上，港交所集团行政总裁陈翊庭表示：“港交所在保持全球竞争力方面始终坚持战略性投入原则。</p><p style=\"text-align: start;\">港交所在资本开支方面不会吝啬，我们持续加大在数据平台优化、交易结算系统升级等方面的投入力度。”在现场，陈翊庭回答了市场热议的延长交易时间的问题。“关于交易时间延长议题，我们注意到纳斯达克拟于2026年下半年实施每周5天24小时交易机制。</p><p style=\"text-align: start;\">港交所将秉持审慎渐进原则，在充分借鉴国际同业经验的基础上，结合本地市场实际情况进行研究。该进程需待交易系统升级、风险管理体系完善及监管框架配套成熟后逐步完善。”她表示。</p><p style=\"text-align: start;\">陈翊庭表示，港交所正积极与市场参与者就缩短现货市场结算周期进行探讨，港交所的技术系统在今年年底前将可以支持T+1结算周期，但市场何时实行T+1结算需要征求多方市场参与者意见。（上海证券报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a0d8d07bb7c07ed67df2bae10160584","relate_stocks":{"00388":"香港交易所"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151575546","content_text":"8月20日，在港交所2025年中期业绩会议上，港交所集团行政总裁陈翊庭表示：“港交所在保持全球竞争力方面始终坚持战略性投入原则。港交所在资本开支方面不会吝啬，我们持续加大在数据平台优化、交易结算系统升级等方面的投入力度。”在现场，陈翊庭回答了市场热议的延长交易时间的问题。“关于交易时间延长议题，我们注意到纳斯达克拟于2026年下半年实施每周5天24小时交易机制。港交所将秉持审慎渐进原则，在充分借鉴国际同业经验的基础上，结合本地市场实际情况进行研究。该进程需待交易系统升级、风险管理体系完善及监管框架配套成熟后逐步完善。”她表示。陈翊庭表示，港交所正积极与市场参与者就缩短现货市场结算周期进行探讨，港交所的技术系统在今年年底前将可以支持T+1结算周期，但市场何时实行T+1结算需要征求多方市场参与者意见。（上海证券报）","news_type":1,"symbols_score_info":{"00388":1.1}},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459770517254288,"gmtCreate":1753285806573,"gmtModify":1753286410161,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/NVDA 20250725 172.5 CALL\">$NVDA 20250725 172.5 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/NVDA 20250725 172.5 CALL\">$NVDA 20250725 172.5 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了1手$NVDA 20250725 172.5 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459770517254288","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455039446426272,"gmtCreate":1752111294403,"gmtModify":1752111296118,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"6千多万算什么主力","listText":"6千多万算什么主力","text":"6千多万算什么主力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455039446426272","repostId":"2550368273","repostType":2,"repost":{"id":"2550368273","kind":"news","pubTimestamp":1752048937,"share":"https://www.laohu8.com/m/news/2550368273?lang=&edition=full","pubTime":"2025-07-09 16:15","market":"hk","language":"zh","title":"快手-W07月09日主力净流出6042.7万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2550368273","media":"市场透视","summary":"07月09日, 快手-W股价跌2.26%，报收64.75元，成交金额17.2亿元，换手率0.74%，振幅3.77%，量比0.69。快手-W今日主力资金净流出6042.7万元，上一交易日主力净流入5.4亿元。该股近5个交易日上涨5.04%，主力资金累计净流入6.9亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入12.4亿元，其中净流入天数为11日。该股主力净额占比0.03%，港股市场排名2455/2673。","content":"<html><body><article><p>07月09日, <a href=\"https://laohu8.com/S/01024\">快手-W</a>股价跌2.26%，报收64.75元，成交金额17.2亿元，<span>换手率</span>0.74%，振幅3.77%，<span>量比</span>0.69。</p><p>快手-W今日主力资金（超大单+大单）净流出6042.7万元，上一交易日主力净流入5.4亿元。</p><p>该股近5个交易日上涨5.04%，主力资金累计净流入6.9亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入12.4亿元，其中净流入天数为11日。</p><p>该股主力净额占比0.03%（主力资金净额/<span>流通市值</span>），港股市场排名2455/2673。</p><p>|07月09日主力加仓幅度排名||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>|6.38%|#|<a href=\"https://laohu8.com/S/01025\">嘉艺控股</a>|2.91%|#|<a href=\"https://laohu8.com/S/00515\">中华银科技(新)</a>|2.74%|#|...|...|#2455|快手-W|-0.03%|</p><p>（以上内容为<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快手-W07月09日主力净流出6042.7万元 散户资金买入</title>\n<style 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13:12","market":"sg","language":"zh","title":"康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择","url":"https://stock-news.laohu8.com/highlight/detail?id=2537670417","media":"睿见Economy","summary":"　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”","content":"<html><body><div>\n<p> 专题：2025IAI传鉴国际创意节</p>\n<p>　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/80/w550h330/20250521/48e1-6d1d9d15438e04b1fe5caed0b89934ae.png\"/><span></span></div>\n<p>　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海<span><a href=\"https://laohu8.com/S/600637\">东方明珠</a></span><span></span>。</p>\n<p>　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是湖南省，并不是北上广深或者一线和二线的城市。</p>\n<p>　　康乐指出，中国GDP过万亿的城市数量不足10%，意味着有10亿人生活在GDP不过万亿的城市，与一二线城市的人相比，他们有时间、有消费力、受广告干扰少。</p>\n<p>　　他介绍，快手4.3亿日活用户中，三线以下占比44.3%，月均1.4亿电商买家支撑起1.38万亿GMV。</p>\n<p>　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”康乐说。</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","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>康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-21 13:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：2025IAI传鉴国际创意节\n　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。\n\n　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。\n　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","01024":"快手-W","LU1720050803.USD":"安联全方位中国股票基金","BK1608":"元宇宙概念","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1095":"互动媒体与服务","BK1615":"港股-互联网","BK1575":"同股不同权","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1591":"就地过年概念","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1590":"短视频概念股","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) 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ACC"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2537670417","content_text":"专题：2025IAI传鉴国际创意节\n　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。\n\n　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。\n　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是湖南省，并不是北上广深或者一线和二线的城市。\n　　康乐指出，中国GDP过万亿的城市数量不足10%，意味着有10亿人生活在GDP不过万亿的城市，与一二线城市的人相比，他们有时间、有消费力、受广告干扰少。\n　　他介绍，快手4.3亿日活用户中，三线以下占比44.3%，月均1.4亿电商买家支撑起1.38万亿GMV。\n　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”康乐说。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","news_type":1,"symbols_score_info":{"81024":0.6,"01024":1,"KSTmain":0.6}},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132613235,"gmtCreate":1622084302227,"gmtModify":1622084302227,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132613235","repostId":"138287136","repostType":1,"repost":{"id":138287136,"gmtCreate":1621943618425,"gmtModify":1746039569936,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"A50如期放量上涨！6月17日是下一个关键节点","htmlText":"公号：许亚鑫 有很多人，对于今天大A的上涨感到意外，还在心心念念所谓的大C浪杀跌行情。实际上，一直跟踪专栏的你们，会觉得这里的上涨只不过是预期当中的行情，前文《<a href=\"https://laohu8.com/TW/194170670\" target=\"_blank\">两个交易机会：A50开启筑底反弹模式，贵金属可能要冲高回落</a>》都已经写得这么清楚了。 同理可证，A50在方框区域内确认构筑底部之后，也将会迎来一波非常不错的反弹行情。如果完成走出对称图形，则反弹有机会演变成反转。 当然，今天大涨完了之后，我相信市场上还有很多声音在说：“诱多，这绝对是诱多。” 无论是潜在的大C浪，还是所谓的诱多，从技术面上似乎没有什么错，错的只是误判了宏观。 早在5月12日直播课程上，许导就预判了月底的这波涨势，当时刚好解读了一份报告。所以，我留下了所谓的“证据”： 5月12日课件 解读2021年第一季度货币政策执行报告的时候，许导指出，从未来的货币政策展望上来看，仍然强调稳字当头，意味着对于股市偏中性。那么如果想要给市场注入信心，唯一的可能性便是财政政策，而政府债发行的高峰有可能就在5月底至6月初启动，那么流动性一来，市场能不涨吗？流动性溢价不就是这么来的嘛。 这便是我们常常说的：市场宏观分析。 当然，我也知你们当中有人还会吐槽，“你又不给我们分析这些，我又没参与课程学习，我怎知道？”别急，许导也提前做好了预判。 请看5月12日文章，《<a href=\"https://laohu8.com/TW/193566494\" target=\"_blank\">市场变盘成功，扫货的好时机到了</a>》，有没有提到过： 从后市的展望来看，未来如果走的是“7T”的对称，意味着我们要小心5月19日出高点再次遇阻回落，最好是能够走“13T”的对称，这就意味着这波变盘成功后的上涨，有望走到5月","listText":"公号：许亚鑫 有很多人，对于今天大A的上涨感到意外，还在心心念念所谓的大C浪杀跌行情。实际上，一直跟踪专栏的你们，会觉得这里的上涨只不过是预期当中的行情，前文《<a href=\"https://laohu8.com/TW/194170670\" target=\"_blank\">两个交易机会：A50开启筑底反弹模式，贵金属可能要冲高回落</a>》都已经写得这么清楚了。 同理可证，A50在方框区域内确认构筑底部之后，也将会迎来一波非常不错的反弹行情。如果完成走出对称图形，则反弹有机会演变成反转。 当然，今天大涨完了之后，我相信市场上还有很多声音在说：“诱多，这绝对是诱多。” 无论是潜在的大C浪，还是所谓的诱多，从技术面上似乎没有什么错，错的只是误判了宏观。 早在5月12日直播课程上，许导就预判了月底的这波涨势，当时刚好解读了一份报告。所以，我留下了所谓的“证据”： 5月12日课件 解读2021年第一季度货币政策执行报告的时候，许导指出，从未来的货币政策展望上来看，仍然强调稳字当头，意味着对于股市偏中性。那么如果想要给市场注入信心，唯一的可能性便是财政政策，而政府债发行的高峰有可能就在5月底至6月初启动，那么流动性一来，市场能不涨吗？流动性溢价不就是这么来的嘛。 这便是我们常常说的：市场宏观分析。 当然，我也知你们当中有人还会吐槽，“你又不给我们分析这些，我又没参与课程学习，我怎知道？”别急，许导也提前做好了预判。 请看5月12日文章，《<a href=\"https://laohu8.com/TW/193566494\" target=\"_blank\">市场变盘成功，扫货的好时机到了</a>》，有没有提到过： 从后市的展望来看，未来如果走的是“7T”的对称，意味着我们要小心5月19日出高点再次遇阻回落，最好是能够走“13T”的对称，这就意味着这波变盘成功后的上涨，有望走到5月","text":"公号：许亚鑫 有很多人，对于今天大A的上涨感到意外，还在心心念念所谓的大C浪杀跌行情。实际上，一直跟踪专栏的你们，会觉得这里的上涨只不过是预期当中的行情，前文《两个交易机会：A50开启筑底反弹模式，贵金属可能要冲高回落》都已经写得这么清楚了。 同理可证，A50在方框区域内确认构筑底部之后，也将会迎来一波非常不错的反弹行情。如果完成走出对称图形，则反弹有机会演变成反转。 当然，今天大涨完了之后，我相信市场上还有很多声音在说：“诱多，这绝对是诱多。” 无论是潜在的大C浪，还是所谓的诱多，从技术面上似乎没有什么错，错的只是误判了宏观。 早在5月12日直播课程上，许导就预判了月底的这波涨势，当时刚好解读了一份报告。所以，我留下了所谓的“证据”： 5月12日课件 解读2021年第一季度货币政策执行报告的时候，许导指出，从未来的货币政策展望上来看，仍然强调稳字当头，意味着对于股市偏中性。那么如果想要给市场注入信心，唯一的可能性便是财政政策，而政府债发行的高峰有可能就在5月底至6月初启动，那么流动性一来，市场能不涨吗？流动性溢价不就是这么来的嘛。 这便是我们常常说的：市场宏观分析。 当然，我也知你们当中有人还会吐槽，“你又不给我们分析这些，我又没参与课程学习，我怎知道？”别急，许导也提前做好了预判。 请看5月12日文章，《市场变盘成功，扫货的好时机到了》，有没有提到过： 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一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","listText":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","text":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应$标普500(.SPX)$ 4000点的位置。$标普500ETF(SPY)$$纳斯达克(.IXIC)$ Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周$摩根士丹利(MS)$ 、","images":[{"img":"https://static.tigerbbs.com/bd36e10a0c7a38edc2d18054c172b775","width":"1402","height":"811"},{"img":"https://static.tigerbbs.com/d1d950321e5854b2393114aaa6b5c3db","width":"765","height":"736"},{"img":"https://static.tigerbbs.com/152290249ca32a7194df67c2a3824c0e","width":"1408","height":"580"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334499654","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4288,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":484794488419144,"gmtCreate":1759386820991,"gmtModify":1759386823352,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"这到底是夸可灵还是夸sora","listText":"这到底是夸可灵还是夸sora","text":"这到底是夸可灵还是夸sora","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484794488419144","repostId":"2572557567","repostType":2,"repost":{"id":"2572557567","kind":"news","pubTimestamp":1759370223,"share":"https://www.laohu8.com/m/news/2572557567?lang=&edition=full","pubTime":"2025-10-02 09:57","market":"us","language":"zh","title":"港股异动 | 快手-W(01024)涨超7% 近期可灵2.5 Turbo底模能力再升级 AI带动核心主业提效持续演绎","url":"https://stock-news.laohu8.com/highlight/detail?id=2572557567","media":"智通财经","summary":"智通财经APP获悉，快手-W涨超7%，暂时领跑科网股。消息面上，近日，可灵AI基座模型再升级，视频生成推出可灵2.5 Turbo 模型，效果进一步提升。主业方面，AI带动核心主业提效持续演绎，继此前内容推荐OneRec提供社区生态健康度支撑，商业化系统的AI重构更是为主业稳健增长带来长效动能。值得关注的是，北京时间10月1日凌晨，OpenAI宣布，正式发布其迄今最先进的视频生成模型Sora 2.0，并同步推出一款全新的社交应用“Sora”。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/01024\">快手-W</a>(01024)涨超7%，暂时领跑科网股。截至发稿，涨7.21%，报90.7港元，成交额21.16亿港元。</p><p>消息面上，近日，可灵AI基座模型再升级，视频生成推出可灵2.5 Turbo 模型，效果进一步提升。可灵2.5 Turbo 模型高品质模式(1080p)下生成5秒长度的视频仅需25灵感值，相比2.1模型同档位便宜近30%。<a href=\"https://laohu8.com/S/600958\">东方证券</a>表示，多模态侧，快手可灵依靠底模迭代保持领先身位，2.5 Turbo版本在“性能升级+降价30%”的组合策略下，有望进一步带动用户增长和流水上行。主业方面，AI带动核心主业提效持续演绎，继此前内容推荐OneRec提供社区生态健康度支撑，商业化系统的AI重构更是为主业稳健增长带来长效动能。</p><p>值得关注的是，北京时间10月1日凌晨，OpenAI宣布，正式发布其迄今最先进的视频生成模型Sora 2.0，并同步推出一款全新的社交应用“Sora”。Sora团队负责人表示，这可能会成为视频生成领域的ChatGPT时刻。开源证券此前研报曾指出，AI视频生成工具可以大幅减少实景拍摄、降低视频制作成本，Sora的发布或将成为AI视频应用的里程碑事件，有望打开更为广阔的AI应用市场，看好其在短视频、游戏、电影等领域的应用。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 快手-W(01024)涨超7% 近期可灵2.5 Turbo底模能力再升级 AI带动核心主业提效持续演绎</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1351829.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4614":"Manus概念股","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","YANG":"三倍做空富时中国ETF-Direxion","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1720050803.USD":"安联全方位中国股票基金","BK1610":"ETF&股票定投概念","01024":"快手-W","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","BK1095":"互动媒体与服务","LU0456827905.SGD":"JPMorgan Funds - China A (acc) 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2.0，并同步推出一款全新的社交应用“Sora”。Sora团队负责人表示，这可能会成为视频生成领域的ChatGPT时刻。开源证券此前研报曾指出，AI视频生成工具可以大幅减少实景拍摄、降低视频制作成本，Sora的发布或将成为AI视频应用的里程碑事件，有望打开更为广阔的AI应用市场，看好其在短视频、游戏、电影等领域的应用。","news_type":1,"symbols_score_info":{"81024":0.6,"01024":1.5,"KSTmain":1.5,"HSCEI":1.5,"YANG":1.5}},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469661427191816,"gmtCreate":1755694581135,"gmtModify":1755694582890,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"24小时没啥必要 一年365天交易可以有 散户周末太无聊了","listText":"24小时没啥必要 一年365天交易可以有 散户周末太无聊了","text":"24小时没啥必要 一年365天交易可以有 散户周末太无聊了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469661427191816","repostId":"1151575546","repostType":2,"repost":{"id":"1151575546","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":1755687905,"share":"https://www.laohu8.com/m/news/1151575546?lang=&edition=full","pubTime":"2025-08-20 19:05","market":"us","language":"zh","title":"港交所陈翊庭：港交所将研究24小时交易机制","url":"https://stock-news.laohu8.com/highlight/detail?id=1151575546","media":"老虎资讯综合","summary":"8月20日，在港交所2025年中期业绩会议上，港交所集团行政总裁陈翊庭表示：“港交所在保持全球竞争力方面始终坚持战略性投入原则。港交所在资本开支方面不会吝啬，我们持续加大在数据平台优化、交易结算系统升级等方面的投入力度。”在现场，陈翊庭回答了市场热议的延长交易时间的问题。","content":"<html><head></head><body><p style=\"text-align: start;\">8月20日，在港交所2025年中期业绩会议上，港交所集团行政总裁陈翊庭表示：“港交所在保持全球竞争力方面始终坚持战略性投入原则。</p><p style=\"text-align: start;\">港交所在资本开支方面不会吝啬，我们持续加大在数据平台优化、交易结算系统升级等方面的投入力度。”在现场，陈翊庭回答了市场热议的延长交易时间的问题。“关于交易时间延长议题，我们注意到纳斯达克拟于2026年下半年实施每周5天24小时交易机制。</p><p style=\"text-align: start;\">港交所将秉持审慎渐进原则，在充分借鉴国际同业经验的基础上，结合本地市场实际情况进行研究。该进程需待交易系统升级、风险管理体系完善及监管框架配套成熟后逐步完善。”她表示。</p><p style=\"text-align: start;\">陈翊庭表示，港交所正积极与市场参与者就缩短现货市场结算周期进行探讨，港交所的技术系统在今年年底前将可以支持T+1结算周期，但市场何时实行T+1结算需要征求多方市场参与者意见。（上海证券报）</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港交所陈翊庭：港交所将研究24小时交易机制</title>\n<style 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start;\">8月20日，在港交所2025年中期业绩会议上，港交所集团行政总裁陈翊庭表示：“港交所在保持全球竞争力方面始终坚持战略性投入原则。</p><p style=\"text-align: start;\">港交所在资本开支方面不会吝啬，我们持续加大在数据平台优化、交易结算系统升级等方面的投入力度。”在现场，陈翊庭回答了市场热议的延长交易时间的问题。“关于交易时间延长议题，我们注意到纳斯达克拟于2026年下半年实施每周5天24小时交易机制。</p><p style=\"text-align: start;\">港交所将秉持审慎渐进原则，在充分借鉴国际同业经验的基础上，结合本地市场实际情况进行研究。该进程需待交易系统升级、风险管理体系完善及监管框架配套成熟后逐步完善。”她表示。</p><p style=\"text-align: start;\">陈翊庭表示，港交所正积极与市场参与者就缩短现货市场结算周期进行探讨，港交所的技术系统在今年年底前将可以支持T+1结算周期，但市场何时实行T+1结算需要征求多方市场参与者意见。（上海证券报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a0d8d07bb7c07ed67df2bae10160584","relate_stocks":{"00388":"香港交易所"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151575546","content_text":"8月20日，在港交所2025年中期业绩会议上，港交所集团行政总裁陈翊庭表示：“港交所在保持全球竞争力方面始终坚持战略性投入原则。港交所在资本开支方面不会吝啬，我们持续加大在数据平台优化、交易结算系统升级等方面的投入力度。”在现场，陈翊庭回答了市场热议的延长交易时间的问题。“关于交易时间延长议题，我们注意到纳斯达克拟于2026年下半年实施每周5天24小时交易机制。港交所将秉持审慎渐进原则，在充分借鉴国际同业经验的基础上，结合本地市场实际情况进行研究。该进程需待交易系统升级、风险管理体系完善及监管框架配套成熟后逐步完善。”她表示。陈翊庭表示，港交所正积极与市场参与者就缩短现货市场结算周期进行探讨，港交所的技术系统在今年年底前将可以支持T+1结算周期，但市场何时实行T+1结算需要征求多方市场参与者意见。（上海证券报）","news_type":1,"symbols_score_info":{"00388":1.1}},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460087866335496,"gmtCreate":1753335376956,"gmtModify":1753335378863,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"我平仓了5手<a href=\"https://laohu8.com/OPT/KST.HK 20250730 75.00 PUT\">$KST.HK 20250730 75.00 PUT$&nbsp;</a>,去查看订单详情。","listText":"我平仓了5手<a href=\"https://laohu8.com/OPT/KST.HK 20250730 75.00 PUT\">$KST.HK 20250730 75.00 PUT$&nbsp;</a>,去查看订单详情。","text":"我平仓了5手$KST.HK 20250730 75.00 PUT$ ,去查看订单详情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460087866335496","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447994637394560,"gmtCreate":1750396518124,"gmtModify":1750396519297,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 每次跌的时候就会出来几个消息面文章 🤪","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 每次跌的时候就会出来几个消息面文章 🤪","text":"$快手-W(01024)$ 每次跌的时候就会出来几个消息面文章 🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447994637394560","isVote":1,"tweetType":1,"viewCount":17529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310198912,"gmtCreate":1611279604936,"gmtModify":1703749377474,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"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":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/310198912","repostId":"334499654","repostType":1,"repost":{"id":334499654,"gmtCreate":1610936965474,"gmtModify":1703747178327,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"互联网巨头扎堆二次上市，蕴含哪些套利机会？","htmlText":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","listText":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","text":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应$标普500(.SPX)$ 4000点的位置。$标普500ETF(SPY)$$纳斯达克(.IXIC)$ Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周$摩根士丹利(MS)$ 、","images":[{"img":"https://static.tigerbbs.com/bd36e10a0c7a38edc2d18054c172b775","width":"1402","height":"811"},{"img":"https://static.tigerbbs.com/d1d950321e5854b2393114aaa6b5c3db","width":"765","height":"736"},{"img":"https://static.tigerbbs.com/152290249ca32a7194df67c2a3824c0e","width":"1408","height":"580"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334499654","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4288,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478695499497912,"gmtCreate":1757900845132,"gmtModify":1757900847510,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"涨了就评高 跌了就中性 跟在屁股后面天天评级","listText":"涨了就评高 跌了就中性 跟在屁股后面天天评级","text":"涨了就评高 跌了就中性 跟在屁股后面天天评级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478695499497912","repostId":"1112496304","repostType":2,"repost":{"id":"1112496304","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":1757900457,"share":"https://www.laohu8.com/m/news/1112496304?lang=&edition=full","pubTime":"2025-09-15 09:40","market":"us","language":"zh","title":"泡泡玛特盘初下跌超7%，摩根大通下调评级至\"中性\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1112496304","media":"老虎资讯综合","summary":"9月15日（周一），泡泡玛特盘初下跌超7%，报256.6港元，成交18.4亿港元，摩根大通下调泡泡玛特评级至\"中性\"。消息方面：摩根大通在近期发布的研究报告中将泡泡玛特的股票评级下调至\"中性\"。摩根大通表示，做出这一决定的原因是该公司目前缺乏明显的增长催化剂，且当前估值水平不具吸引力。这一评级下调无疑对投资者信心造成了打击。","content":"<html><head></head><body><p>9月15日（周一），泡泡玛特盘初下跌超7%，报256.6港元，成交18.4亿港元，摩根大通下调泡泡玛特评级至&#34;中性&#34;。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e198f1d21c12a1faf54418673b69568\" title=\"\" tg-width=\"274\" tg-height=\"84\"/></p><p>消息方面：摩根大通近日发布研究报告，将泡泡玛特的投资评级从“超配”下调至“中性”，目标价由400港元下调至300港元。报告指出，泡泡玛特股价年内已上涨209%，估值已充分反映市场对其业绩的乐观预期，短期内风险回报比不再具有吸引力。</p><p style=\"text-align: start;\">报告认为，泡泡玛特四大催化剂已基本兑现，包括上半年业绩超预期、与优衣库联名、获纳入指数以及珠宝店开业。而剩余三大催化剂——动画片上线、Labubu 4.0发布及互动玩具推出——目前能见度较低，预计短期内难以推动股价进一步上涨。</p><p style=\"text-align: start;\">尽管摩根大通对泡泡玛特的长期投资逻辑依然看好，包括其强大的IP运营能力、多元化的IP组合（预计Labubu在2027年贡献35%收入）以及海外业务扩张（预计2027年海外利润占比超60%），但短期内股价已大幅上涨，任何业绩不及预期或负面新闻都可能引发股价回调。</p><p style=\"text-align: start;\">报告提醒投资者关注四季度至明年一季度的下一个催化剂窗口，包括《Labubu与朋友们》动画首季上线、Labubu 4.0产品发布以及可能的互动玩具推出。若这些项目表现超预期，可能会推动股价突破当前预期。</p><p style=\"text-align: start;\">摩根大通同时指出，泡泡玛特目前估值对应2025年预测市盈率31倍、2026年22倍，处于合理水平，但已“定价完美”，建议投资者等待更佳入场时机。</p><p style=\"text-align: start;\">泡泡玛特是中国领先的IP运营与潮玩公司，拥有100多个自有或授权IP，全球门店超过571家，机器人商店2577个，业务覆盖30多个国家和地区。</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>泡泡玛特盘初下跌超7%，摩根大通下调评级至\"中性\"</title>\n<style 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09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月15日（周一），泡泡玛特盘初下跌超7%，报256.6港元，成交18.4亿港元，摩根大通下调泡泡玛特评级至&#34;中性&#34;。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e198f1d21c12a1faf54418673b69568\" title=\"\" tg-width=\"274\" tg-height=\"84\"/></p><p>消息方面：摩根大通近日发布研究报告，将泡泡玛特的投资评级从“超配”下调至“中性”，目标价由400港元下调至300港元。报告指出，泡泡玛特股价年内已上涨209%，估值已充分反映市场对其业绩的乐观预期，短期内风险回报比不再具有吸引力。</p><p style=\"text-align: start;\">报告认为，泡泡玛特四大催化剂已基本兑现，包括上半年业绩超预期、与优衣库联名、获纳入指数以及珠宝店开业。而剩余三大催化剂——动画片上线、Labubu 4.0发布及互动玩具推出——目前能见度较低，预计短期内难以推动股价进一步上涨。</p><p style=\"text-align: start;\">尽管摩根大通对泡泡玛特的长期投资逻辑依然看好，包括其强大的IP运营能力、多元化的IP组合（预计Labubu在2027年贡献35%收入）以及海外业务扩张（预计2027年海外利润占比超60%），但短期内股价已大幅上涨，任何业绩不及预期或负面新闻都可能引发股价回调。</p><p style=\"text-align: start;\">报告提醒投资者关注四季度至明年一季度的下一个催化剂窗口，包括《Labubu与朋友们》动画首季上线、Labubu 4.0产品发布以及可能的互动玩具推出。若这些项目表现超预期，可能会推动股价突破当前预期。</p><p style=\"text-align: start;\">摩根大通同时指出，泡泡玛特目前估值对应2025年预测市盈率31倍、2026年22倍，处于合理水平，但已“定价完美”，建议投资者等待更佳入场时机。</p><p style=\"text-align: start;\">泡泡玛特是中国领先的IP运营与潮玩公司，拥有100多个自有或授权IP，全球门店超过571家，机器人商店2577个，业务覆盖30多个国家和地区。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112496304","content_text":"9月15日（周一），泡泡玛特盘初下跌超7%，报256.6港元，成交18.4亿港元，摩根大通下调泡泡玛特评级至\"中性\"。消息方面：摩根大通近日发布研究报告，将泡泡玛特的投资评级从“超配”下调至“中性”，目标价由400港元下调至300港元。报告指出，泡泡玛特股价年内已上涨209%，估值已充分反映市场对其业绩的乐观预期，短期内风险回报比不再具有吸引力。报告认为，泡泡玛特四大催化剂已基本兑现，包括上半年业绩超预期、与优衣库联名、获纳入指数以及珠宝店开业。而剩余三大催化剂——动画片上线、Labubu 4.0发布及互动玩具推出——目前能见度较低，预计短期内难以推动股价进一步上涨。尽管摩根大通对泡泡玛特的长期投资逻辑依然看好，包括其强大的IP运营能力、多元化的IP组合（预计Labubu在2027年贡献35%收入）以及海外业务扩张（预计2027年海外利润占比超60%），但短期内股价已大幅上涨，任何业绩不及预期或负面新闻都可能引发股价回调。报告提醒投资者关注四季度至明年一季度的下一个催化剂窗口，包括《Labubu与朋友们》动画首季上线、Labubu 4.0产品发布以及可能的互动玩具推出。若这些项目表现超预期，可能会推动股价突破当前预期。摩根大通同时指出，泡泡玛特目前估值对应2025年预测市盈率31倍、2026年22倍，处于合理水平，但已“定价完美”，建议投资者等待更佳入场时机。泡泡玛特是中国领先的IP运营与潮玩公司，拥有100多个自有或授权IP，全球门店超过571家，机器人商店2577个，业务覆盖30多个国家和地区。","news_type":1,"symbols_score_info":{"09992":1.1}},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471618244178200,"gmtCreate":1756172585101,"gmtModify":1756173064849,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"这种垃圾机构的评估报告 人都到80几了才给评估价&nbsp;","listText":"这种垃圾机构的评估报告 人都到80几了才给评估价&nbsp;","text":"这种垃圾机构的评估报告 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,去查看订单详情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460079018258696","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455039446426272,"gmtCreate":1752111294403,"gmtModify":1752111296118,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"6千多万算什么主力","listText":"6千多万算什么主力","text":"6千多万算什么主力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455039446426272","repostId":"2550368273","repostType":2,"repost":{"id":"2550368273","kind":"news","pubTimestamp":1752048937,"share":"https://www.laohu8.com/m/news/2550368273?lang=&edition=full","pubTime":"2025-07-09 16:15","market":"hk","language":"zh","title":"快手-W07月09日主力净流出6042.7万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2550368273","media":"市场透视","summary":"07月09日, 快手-W股价跌2.26%，报收64.75元，成交金额17.2亿元，换手率0.74%，振幅3.77%，量比0.69。快手-W今日主力资金净流出6042.7万元，上一交易日主力净流入5.4亿元。该股近5个交易日上涨5.04%，主力资金累计净流入6.9亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入12.4亿元，其中净流入天数为11日。该股主力净额占比0.03%，港股市场排名2455/2673。","content":"<html><body><article><p>07月09日, <a href=\"https://laohu8.com/S/01024\">快手-W</a>股价跌2.26%，报收64.75元，成交金额17.2亿元，<span>换手率</span>0.74%，振幅3.77%，<span>量比</span>0.69。</p><p>快手-W今日主力资金（超大单+大单）净流出6042.7万元，上一交易日主力净流入5.4亿元。</p><p>该股近5个交易日上涨5.04%，主力资金累计净流入6.9亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入12.4亿元，其中净流入天数为11日。</p><p>该股主力净额占比0.03%（主力资金净额/<span>流通市值</span>），港股市场排名2455/2673。</p><p>|07月09日主力加仓幅度排名||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>|6.38%|#|<a href=\"https://laohu8.com/S/01025\">嘉艺控股</a>|2.91%|#|<a href=\"https://laohu8.com/S/00515\">中华银科技(新)</a>|2.74%|#|...|...|#2455|快手-W|-0.03%|</p><p>（以上内容为<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快手-W07月09日主力净流出6042.7万元 散户资金买入</title>\n<style 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快手-W股价跌2.26%，报收64.75元，成交金额17.2亿元，换手率0.74%，振幅3.77%，量比0.69。快手-W今日主力资金（超大单+大单）净流出6042.7万元，上一交易日主力净流入5.4亿元。该股近5个交易日上涨5.04%，主力资金累计净流入6.9亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入12.4亿元，其中净流入天数为11日。该股主力净额占比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709165757a69f076d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","BK1610":"ETF&股票定投概念","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1608":"元宇宙概念","BK1615":"港股-互联网","BK1095":"互动媒体与服务","LU1720050803.USD":"安联全方位中国股票基金","BK1575":"同股不同权","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","01024":"快手-W","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1591":"就地过年概念","LU2097828714.EUR":"AZ EQUITY CHINA 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一如既往的稳","listText":"还得是腾讯 一如既往的稳","text":"还得是腾讯 一如既往的稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454802276745440","repostId":"2549554543","repostType":2,"repost":{"id":"2549554543","kind":"live","pubTimestamp":1751968631,"share":"https://www.laohu8.com/m/news/2549554543?lang=&edition=full","pubTime":"2025-07-08 17:57","market":"hk","language":"zh","title":"腾讯今日斥资约5亿港元回购99.5万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2549554543","media":"格隆汇","summary":"腾讯控股(0700.HK)：于7月8日在港交所斥资约5亿港元回购99.5万股。","content":"<html><body><p>腾讯控股(0700.HK)：于7月8日在港交所斥资约5亿港元回购99.5万股。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU2251237306.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) INC A","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1502":"双十一","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1589":"北水核心资产","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","00700":"腾讯控股","LU1629966141.USD":"Aberdeen Standard SICAV I - Asia Pacific Multi Asset A Acc USD","HTCD.SI":"Tencent HK SDR 10to1","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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今天这是要奔着55去了么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447527696683176","isVote":1,"tweetType":1,"viewCount":18079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437646688731304,"gmtCreate":1747878085759,"gmtModify":1747878365435,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"没啥利好消息就发点天气预报","listText":"没啥利好消息就发点天气预报","text":"没啥利好消息就发点天气预报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437646688731304","repostId":"2537670417","repostType":2,"repost":{"id":"2537670417","kind":"news","pubTimestamp":1747804320,"share":"https://www.laohu8.com/m/news/2537670417?lang=&edition=full","pubTime":"2025-05-21 13:12","market":"sg","language":"zh","title":"康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择","url":"https://stock-news.laohu8.com/highlight/detail?id=2537670417","media":"睿见Economy","summary":"　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”","content":"<html><body><div>\n<p> 专题：2025IAI传鉴国际创意节</p>\n<p>　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/80/w550h330/20250521/48e1-6d1d9d15438e04b1fe5caed0b89934ae.png\"/><span></span></div>\n<p>　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海<span><a href=\"https://laohu8.com/S/600637\">东方明珠</a></span><span></span>。</p>\n<p>　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是湖南省，并不是北上广深或者一线和二线的城市。</p>\n<p>　　康乐指出，中国GDP过万亿的城市数量不足10%，意味着有10亿人生活在GDP不过万亿的城市，与一二线城市的人相比，他们有时间、有消费力、受广告干扰少。</p>\n<p>　　他介绍，快手4.3亿日活用户中，三线以下占比44.3%，月均1.4亿电商买家支撑起1.38万亿GMV。</p>\n<p>　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”康乐说。</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","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>康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-21 13:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：2025IAI传鉴国际创意节\n　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。\n\n　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。\n　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","01024":"快手-W","LU1720050803.USD":"安联全方位中国股票基金","BK1608":"元宇宙概念","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1095":"互动媒体与服务","BK1615":"港股-互联网","BK1575":"同股不同权","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1591":"就地过年概念","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1590":"短视频概念股","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) 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