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炒股思温饱

08-30 16:00

这篇文章不错，转发给大家看看

@话题虎:美团输了，阿里就赢了？！阿里财报，会有惊喜or惊吓？

炒股思温饱

03-05

$英特尔(INTC)$ 这又是去18了啊[开心] [开心] [开心]

炒股思温饱

02-26

$阿斯麦(ASML)$ 这股现在就是高开低走啊[笑哭]

炒股思温饱

02-26

$纳斯达克(.IXIC)$ 东升西落啊

炒股思温饱

02-25

$特斯拉(TSLA)$ 下跌趋势中，市盈率虚高，[捂脸] [捂脸] [捂脸]

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往前对比一下京东，京东Q2新业务亏损147亿，但是经调整净利润还有70多亿，往后对比一下阿里，Q2阿里还没有正式进场卷，真正发力其实是在第三季度，那么美团，Q3不会利润为负了吧… 回到今天港股盘后要发财报的阿里，也不知道美团的财报摆在那儿，对阿里的来说，会是利好or利空。但值得庆幸的是，阿里还有AI，至少不会跌成美团那样，（现在大家醒悟了，外卖的护城河原来并没有那么深，祈祷阿里云业务能够补齐外卖补贴的短板）美团财报后，市场铺天盖地的都侧重在强调阿里的云业务：分析师一致认为，阿里云是阿里巴巴未来最核心的增长来源，云业务才是驱动整体营收与估值的关键板块，花旗预测云业务收入同比+21%，美银预测+25%，普遍看好延续高增长。[正经]大家觉得美团暂时输了，阿里是否就赢了？今天阿里的财报，会给恒科带来惊喜or惊吓？[哇塞]评论区分享你的观点或操作策略，一起赢取1000虎币奖励！ <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>","listText":"想要抄底美团，或者买阿里的，估计都得等等下午阿里的财报了[抠鼻]京东挑起的外卖大战，自己先退出了，美团Q2结局略惨，阿里应该算是胜出了…吧。美团，Q2净利润14.9亿，同比减少132亿，利润率从16.5%降至1.6%，财报后股价-12.55%，回到了近一年的底部。[回头] 往前对比一下京东，京东Q2新业务亏损147亿，但是经调整净利润还有70多亿，往后对比一下阿里，Q2阿里还没有正式进场卷，真正发力其实是在第三季度，那么美团，Q3不会利润为负了吧… 回到今天港股盘后要发财报的阿里，也不知道美团的财报摆在那儿，对阿里的来说，会是利好or利空。但值得庆幸的是，阿里还有AI，至少不会跌成美团那样，（现在大家醒悟了，外卖的护城河原来并没有那么深，祈祷阿里云业务能够补齐外卖补贴的短板）美团财报后，市场铺天盖地的都侧重在强调阿里的云业务：分析师一致认为，阿里云是阿里巴巴未来最核心的增长来源，云业务才是驱动整体营收与估值的关键板块，花旗预测云业务收入同比+21%，美银预测+25%，普遍看好延续高增长。[正经]大家觉得美团暂时输了，阿里是否就赢了？今天阿里的财报，会给恒科带来惊喜or惊吓？[哇塞]评论区分享你的观点或操作策略，一起赢取1000虎币奖励！ <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>","text":"想要抄底美团，或者买阿里的，估计都得等等下午阿里的财报了[抠鼻]京东挑起的外卖大战，自己先退出了，美团Q2结局略惨，阿里应该算是胜出了…吧。美团，Q2净利润14.9亿，同比减少132亿，利润率从16.5%降至1.6%，财报后股价-12.55%，回到了近一年的底部。[回头] 往前对比一下京东，京东Q2新业务亏损147亿，但是经调整净利润还有70多亿，往后对比一下阿里，Q2阿里还没有正式进场卷，真正发力其实是在第三季度，那么美团，Q3不会利润为负了吧… 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这又是去18了啊[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 这又是去18了啊[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 这又是去18了啊[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410325586796912","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407828733141192,"gmtCreate":1740582195028,"gmtModify":1740582496797,"author":{"id":"3496141641208218","authorId":"3496141641208218","name":"炒股思温饱","avatar":"https://static.tigerbbs.com/531b07c2197b0b7c06c7f60de89f94a4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496141641208218","authorIdStr":"3496141641208218"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a><v-v data-views=\"0\"></v-v> 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往前对比一下京东，京东Q2新业务亏损147亿，但是经调整净利润还有70多亿，往后对比一下阿里，Q2阿里还没有正式进场卷，真正发力其实是在第三季度，那么美团，Q3不会利润为负了吧… 回到今天港股盘后要发财报的阿里，也不知道美团的财报摆在那儿，对阿里的来说，会是利好or利空。但值得庆幸的是，阿里还有AI，至少不会跌成美团那样，（现在大家醒悟了，外卖的护城河原来并没有那么深，祈祷阿里云业务能够补齐外卖补贴的短板）美团财报后，市场铺天盖地的都侧重在强调阿里的云业务：分析师一致认为，阿里云是阿里巴巴未来最核心的增长来源，云业务才是驱动整体营收与估值的关键板块，花旗预测云业务收入同比+21%，美银预测+25%，普遍看好延续高增长。[正经]大家觉得美团暂时输了，阿里是否就赢了？今天阿里的财报，会给恒科带来惊喜or惊吓？[哇塞]评论区分享你的观点或操作策略，一起赢取1000虎币奖励！ <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>","listText":"想要抄底美团，或者买阿里的，估计都得等等下午阿里的财报了[抠鼻]京东挑起的外卖大战，自己先退出了，美团Q2结局略惨，阿里应该算是胜出了…吧。美团，Q2净利润14.9亿，同比减少132亿，利润率从16.5%降至1.6%，财报后股价-12.55%，回到了近一年的底部。[回头] 往前对比一下京东，京东Q2新业务亏损147亿，但是经调整净利润还有70多亿，往后对比一下阿里，Q2阿里还没有正式进场卷，真正发力其实是在第三季度，那么美团，Q3不会利润为负了吧… 回到今天港股盘后要发财报的阿里，也不知道美团的财报摆在那儿，对阿里的来说，会是利好or利空。但值得庆幸的是，阿里还有AI，至少不会跌成美团那样，（现在大家醒悟了，外卖的护城河原来并没有那么深，祈祷阿里云业务能够补齐外卖补贴的短板）美团财报后，市场铺天盖地的都侧重在强调阿里的云业务：分析师一致认为，阿里云是阿里巴巴未来最核心的增长来源，云业务才是驱动整体营收与估值的关键板块，花旗预测云业务收入同比+21%，美银预测+25%，普遍看好延续高增长。[正经]大家觉得美团暂时输了，阿里是否就赢了？今天阿里的财报，会给恒科带来惊喜or惊吓？[哇塞]评论区分享你的观点或操作策略，一起赢取1000虎币奖励！ <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>","text":"想要抄底美团，或者买阿里的，估计都得等等下午阿里的财报了[抠鼻]京东挑起的外卖大战，自己先退出了，美团Q2结局略惨，阿里应该算是胜出了…吧。美团，Q2净利润14.9亿，同比减少132亿，利润率从16.5%降至1.6%，财报后股价-12.55%，回到了近一年的底部。[回头] 往前对比一下京东，京东Q2新业务亏损147亿，但是经调整净利润还有70多亿，往后对比一下阿里，Q2阿里还没有正式进场卷，真正发力其实是在第三季度，那么美团，Q3不会利润为负了吧… 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