点钞机888999的个人主页 - 老虎社区

点钞机888999

点钞机888999

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IP属地：江西

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点钞机888999

2021-05-28

$AMC院线(AMC)$早盘稳定在30左右，盘中一飞冲天，尾盘必破40

点钞机888999

2023-01-26

$特斯拉(TSLA)$ 我又要买入了，准备跌吧

点钞机888999

2021-06-07

$高途(GOTU)$高考过后大张，别说我没告诉你

点钞机888999

2020-07-31

$波音(BA)$万人皆走我独留

点钞机888999

2024-03-14

点钞机888999

2023-02-02

$特斯拉(TSLA)$ 哈哈，之前没买的人会不会后悔

点钞机888999

2020-03-30

美团外卖还可以的

美团点评2019年净利润22.36亿元，远超市场预期

点钞机888999

2021-06-03

$AMC院线(AMC)$现在不补仓更待何时

点钞机888999

2020-07-08

$美国航空(AAL)$万人皆走我独留，待到九块卖房砸[开心]

点钞机888999

2020-05-07

$苹果(AAPL)$连长7天

去老虎APP查看更多动态

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class=\"title\">\n英伟达推出CUDA 13.1 与 CUDA Tile，黄仁勋称是20年来最大进步\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-06 13:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1378442.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达 推出了 CUDA 13.1 和 CUDA Tile，该公司CEO黄仁勋表示这是该平台自约 20 年前推出以来所取得的最大进步。英伟达工程师Jonathan Bentz与Tony Scudiero在一篇博客文章中表示：“这一令人兴奋的创新引入了一套针对基于模块的并行编程的虚拟指令集，重点在于能够以更高的层次编写算法，并将诸如张量核心等专用硬件的细节抽象出来。”CUDA 是由英伟达公司开发的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1378442.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a38a835ce9ea3fa9ab9da16c7b07b17e","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.zhitongcaijing.com/content/detail/1378442.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1103201473","content_text":"英伟达 推出了 CUDA 13.1 和 CUDA Tile，该公司CEO黄仁勋表示这是该平台自约 20 年前推出以来所取得的最大进步。英伟达工程师Jonathan Bentz与Tony Scudiero在一篇博客文章中表示：“这一令人兴奋的创新引入了一套针对基于模块的并行编程的虚拟指令集，重点在于能够以更高的层次编写算法，并将诸如张量核心等专用硬件的细节抽象出来。”CUDA 是由英伟达公司开发的一种并行计算平台及编程模型。它能够帮助开发者利用图形处理单元的强大计算能力来提升应用程序的运行速度。新的基于图元的编程选项使开发人员能够“精细地控制”其代码的执行方式，尤其是在涉及多种 GPU 架构的情况下。英伟达工程师指出：“基于图块的编程允许您通过指定数据块(即图块)来编写算法，然后定义对这些图块执行的计算操作。您无需在逐元素级别设置算法的执行方式：编译器和运行时会为您处理好这一切。”CUDA Tile 在 Python 中也有可用版本。英伟达计划在未来某个时候发布与 C++ 兼容的版本。英伟达CUDA 架构师Stephen Jones说道：“它刚刚在 Python 中得以实现，我认为这与人工智能开发框架的结合非常完美。我们有意将 CUDA Tile 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06:54","market":"us","language":"zh","title":"星巴克作价40亿美元将其中国业务的60%出售给博裕资本","url":"https://stock-news.laohu8.com/highlight/detail?id=1137053362","media":"老虎资讯综合","summary":"星巴克正以40亿美元的价格将其中国业务的多数股权出售给私募公司博裕资本，以助力其当地咖啡店业务加速发展。该公司发表声明称，博裕资本将通过与星巴克成立合资公司的方式收购其在华零售业务至多60%的股份。星巴克将保留剩余的40%权益，并继续向合资公司授权其品牌和知识产权的使用。星巴克表示，预计其在中国零售业务总估值超过130亿美元。受消息影响，星巴克盘后一度涨超4%，随后回落。","content":"<html><head></head><body><p>星巴克正以40亿美元的价格将其中国业务的多数股权出售给私募公司博裕资本，以助力其当地咖啡店业务加速发展。</p><p>该公司发表声明称，博裕资本将通过与星巴克成立合资公司的方式收购其在华零售业务至多60%的股份。</p><p>星巴克将保留剩余的40%权益，并继续向合资公司授权其品牌和知识产权的使用。星巴克表示，预计其在中国零售业务总估值超过130亿美元。</p><p>受消息影响，星巴克盘后一度涨超4%，随后回落。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ecc4cf86c6f0ca1907cb20256319e40f\" title=\"\" tg-width=\"1015\" tg-height=\"712\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>星巴克作价40亿美元将其中国业务的60%出售给博裕资本</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星巴克作价40亿美元将其中国业务的60%出售给博裕资本\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\">2025-11-04 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>星巴克正以40亿美元的价格将其中国业务的多数股权出售给私募公司博裕资本，以助力其当地咖啡店业务加速发展。</p><p>该公司发表声明称，博裕资本将通过与星巴克成立合资公司的方式收购其在华零售业务至多60%的股份。</p><p>星巴克将保留剩余的40%权益，并继续向合资公司授权其品牌和知识产权的使用。星巴克表示，预计其在中国零售业务总估值超过130亿美元。</p><p>受消息影响，星巴克盘后一度涨超4%，随后回落。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ecc4cf86c6f0ca1907cb20256319e40f\" title=\"\" tg-width=\"1015\" tg-height=\"712\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0185ddb51c6eab953d4ed546e68efbb1","relate_stocks":{"SBUX":"星巴克","04337":"星巴克-T"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137053362","content_text":"星巴克正以40亿美元的价格将其中国业务的多数股权出售给私募公司博裕资本，以助力其当地咖啡店业务加速发展。该公司发表声明称，博裕资本将通过与星巴克成立合资公司的方式收购其在华零售业务至多60%的股份。星巴克将保留剩余的40%权益，并继续向合资公司授权其品牌和知识产权的使用。星巴克表示，预计其在中国零售业务总估值超过130亿美元。受消息影响，星巴克盘后一度涨超4%，随后回落。","news_type":1,"symbols_score_info":{"SBUX":2,"04337":2}},"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492708560495104,"gmtCreate":1761310888075,"gmtModify":1761314423176,"author":{"id":"3499947756833828","authorId":"3499947756833828","name":"点钞机888999","avatar":"https://static.tigerbbs.com/7bddc1fe310289a33b266c3002d91467","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499947756833828","authorIdStr":"3499947756833828"},"themes":[],"htmlText":"不懂，政府停摆没人上班，为什么还有人加班发通报数据[开心]&nbsp;&nbsp;","listText":"不懂，政府停摆没人上班，为什么还有人加班发通报数据[开心]&nbsp;&nbsp;","text":"不懂，政府停摆没人上班，为什么还有人加班发通报数据[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492708560495104","repostId":"2577593334","repostType":2,"repost":{"id":"2577593334","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1761301520,"share":"https://www.laohu8.com/m/news/2577593334?lang=zh_CN&edition=full","pubTime":"2025-10-24 18:25","market":"us","language":"zh","title":"姗姗来迟的美国CPI：涨幅可能升高，但市场已经“不在乎”","url":"https://stock-news.laohu8.com/highlight/detail?id=2577593334","media":"华尔街见闻","summary":"剔除关税的通胀或延续降温趋势","content":"<html><head></head><body><blockquote><p><strong>市场普遍预期，美国9月CPI同比涨幅升至5月以来最高水平；核心CPI同比持平。分析认为，即使数据高于预期也难以根本改变市场对美联储的看法，鉴于劳动力市场疲软，市场以近100%的确定性预期下周降息25个基点。</strong></p></blockquote><p style=\"text-align: justify;\">美国政府关门已持续至第四周，这场美国史上第二长的停摆令华尔街陷入“数据饥荒”。因政府关门而推迟多时的美国CPI数据即将发布，但这份本应引发市场震荡的重磅报告，可能已错过了最佳时机。</p><p style=\"text-align: justify;\">北京时间周五上午20:30，美国将发布的9月消费者价格指数（CPI）报告，具体来看，市场普遍预计：</p><blockquote><ul style=\"\"><li><p>整体CPI顽固地维持在3%附近，环比上涨0.4%，同比上涨3.1%，为5月以来最高水平，高于过去12个月2.7%的平均水平；</p></li><li><p>剔除食品和能源价格的核心CPI预计环比上涨0.3%，同比持平于3.1%。</p></li></ul></blockquote><p style=\"text-align: justify;\">高盛预计，本次核心CPI环比增长0.3%，略低于市场预期。关税压力预计将推高通讯、家居用品和娱乐等类别价格，但整体通胀趋势仍在下行。</p><p style=\"text-align: justify;\">值得一提的是，关税通胀压力与服务业价格粘性正在使美联储重返2%通胀目标的道路愈发复杂。<strong>多家华尔街机构警告，尽管企业迄今仅将不到20%的关税成本转嫁给消费者，但随着库存耗尽、利润率持续收窄，更大规模的价格转嫁可能在未来几个季度加速到来。</strong></p><p style=\"text-align: justify;\"><strong>不过，即使本次数据高于预期也难以根本改变市场对美联储的看法，鉴于劳动力市场疲软，近期渐进式降息几乎已成定局，市场以近100%的确定性预期美联储将在下周会议上降息25个基点。</strong></p><h2 id=\"3\">剔除关税的通胀或延续降温趋势</h2><p style=\"text-align: justify;\">各家机构对序列核心CPI的预测存在分歧，从低端的0.2%(7位分析师预测)到高端的0.4%(5位分析师预测)不等，有64位预测者预计为0.3%。</p><p style=\"text-align: justify;\">高盛经济团队预计，机票价格提振效应减弱以及二手车价格持续疲软，将抵消食品和能源成本上涨的影响。在具体分类中，高盛预计汽车价格变化不大、汽车保险上涨0.3%、机票价格下降1.5%。</p><p style=\"text-align: justify;\">关税效应预计将为核心通胀贡献约0.07个百分点的增幅，主要集中在通讯设备、家居用品和娱乐消费等对关税敏感的类别。高盛预测，在未来几个月内，关税将继续推高月度通胀数据，核心CPI环比增速将维持在0.2%-0.3%区间。</p><p style=\"text-align: justify;\">但剔除关税影响后，潜在通胀压力正在减弱。高盛分析指出，住房租金和劳动力市场对通胀的贡献正在收缩，这为整体通胀下行提供了基础支撑。这一判断与美联储近期更加关注劳动力市场风险的立场相呼应。</p><h2 id=\"d8ce96f3\">关税传导路径存在不确定性</h2><p style=\"text-align: justify;\">关税对消费者价格的传导时机和程度，成为华尔街机构最关注的焦点，但各方预期存在明显分歧。</p><p style=\"text-align: justify;\">法国巴黎银行指出，9月CPI是&#34;审查我们基准预测的关键检查点&#34;，认为&#34;9月CPI发布的风险倾向于下行&#34;，因为较温和的住房成本和仅适度的商品关税传导可能抵消其他服务类别的季节性走强。该行补充称，核心CPI读数&#34;在9月往往略弱于共识预期&#34;。</p><p style=\"text-align: justify;\">但法国巴黎银行预计未来关税影响将更加显著，预期&#34;更实质性的传导将在9月发生并延续至2026年第一季度&#34;。该行指出，&#34;企业在转嫁关税方面采取了相对克制的态度，消费者仅承担了略低于20%的成本&#34;，<strong>但预计企业将&#34;在2025年第三和第四季度加大关税传导，到2026年第一季度末将大部分成本转嫁给消费者&#34;。</strong></p><p style=\"text-align: justify;\">花旗集团预计美国核心CPI在9月将上涨0.28%，低于8月的0.35%，因较温和的住房通胀抵消关税驱动的价格压力。该行认为，劳动力和住房市场走弱正在降低通胀风险，支撑美联储进一步放松政策的预期。</p><p style=\"text-align: justify;\">Principal Asset Management首席全球策略师Seema Shah表示，<strong>到目前为止，通胀传导比预期更为温和，这可能是由于利润率压缩、库存提前囤积和贸易转移的综合作用。虽然这些因素帮助缓冲了最初的影响，但它们本质上是暂时的。</strong>&#34;她补充道：&#34;随着库存耗尽、贸易路线收窄以及利润率继续萎缩，企业可能被迫将更高的成本转嫁给消费者。因此，上行风险依然存在。&#34;</p><h2 id=\"6636ce0c\">CPI难撼美联储降息路径，市场聚焦中期风险</h2><p style=\"text-align: justify;\">尽管通胀数据备受关注，但周五的报告不太可能改变市场对本月晚些时候美联储再次降息的预期。根据芝商所FedWatch工具，市场以近100%的确定性预期美联储将在下周政策会议上降息25个基点。货币市场目前定价显示，年末前将有54个基点的降息幅度，相当于完全消化两次25个基点的降息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428de1520757c2d3c38e55e73d347c95\" title=\"\" tg-width=\"1025\" tg-height=\"477\"/></p><p style=\"text-align: justify;\">巴克莱私人银行首席市场策略师Julien Lafargue表示，就市场影响而言，需要出现明显超预期的上行，市场才会改变对额外降息的看法。</p><p style=\"text-align: justify;\">Hightower Advisors首席投资策略师Stephanie Link表示，如果数字高于预期，我预计会出现波动。我会将其视为买入机会，因为经济强劲，美联储正在开启降息周期，每股收益正以两位数增长，第四季度通常是一年中最强劲的季度。</p><p style=\"text-align: justify;\">花旗集团预计，随着劳动力和住房市场走弱，通胀风险正在降低，这支持了美联储进一步宽松的预期。高盛交易部门的分析显示，市场在过去几周主要被关税和信贷担忧主导，自10月初以来，市场对增长的预期略有下调，但更持续的动态是市场对美联储的鸽派转向。尽管如此，推动市场定价更多宽松的动力是疲软的劳动力市场而非通胀形势，因此本次CPI数据不太可能具有决定性意义。</p><p style=\"text-align: justify;\">美联储最近的会议纪要显示，官员们因对通胀和劳动力市场的不同看法而在货币政策上存在分歧。大多数官员认为就业正在走弱，这为进一步降息提供了理由，但一些官员注意到通胀风险。总体而言，官员们认为通胀影响正在减弱，并预期将回归2%的目标。</p><p style=\"text-align: justify;\">此外，高盛指数波动率交易团队的Joe Clyne认为，即便在CPI发布前夕，波动率水平仍处于高位，VIX期货在20附近交易。随着贸易关系、下周的FOMC会议、私人信贷担忧和科技巨头财报季等重大事件接踵而至，CPI数据的重要性进一步被稀释。</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>姗姗来迟的美国CPI：涨幅可能升高，但市场已经“不在乎”</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{ 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{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姗姗来迟的美国CPI：涨幅可能升高，但市场已经“不在乎”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 18:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3757804><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场普遍预期，美国9月CPI同比涨幅升至5月以来最高水平；核心CPI同比持平。分析认为，即使数据高于预期也难以根本改变市场对美联储的看法，鉴于劳动力市场疲软，市场以近100%的确定性预期下周降息25个基点。美国政府关门已持续至第四周，这场美国史上第二长的停摆令华尔街陷入“数据饥荒”。因政府关门而推迟多时的美国CPI数据即将发布，但这份本应引发市场震荡的重磅报告，可能已错过了最佳时机。北京时间周五...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757804\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3757804","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577593334","content_text":"市场普遍预期，美国9月CPI同比涨幅升至5月以来最高水平；核心CPI同比持平。分析认为，即使数据高于预期也难以根本改变市场对美联储的看法，鉴于劳动力市场疲软，市场以近100%的确定性预期下周降息25个基点。美国政府关门已持续至第四周，这场美国史上第二长的停摆令华尔街陷入“数据饥荒”。因政府关门而推迟多时的美国CPI数据即将发布，但这份本应引发市场震荡的重磅报告，可能已错过了最佳时机。北京时间周五上午20:30，美国将发布的9月消费者价格指数（CPI）报告，具体来看，市场普遍预计：整体CPI顽固地维持在3%附近，环比上涨0.4%，同比上涨3.1%，为5月以来最高水平，高于过去12个月2.7%的平均水平；剔除食品和能源价格的核心CPI预计环比上涨0.3%，同比持平于3.1%。高盛预计，本次核心CPI环比增长0.3%，略低于市场预期。关税压力预计将推高通讯、家居用品和娱乐等类别价格，但整体通胀趋势仍在下行。值得一提的是，关税通胀压力与服务业价格粘性正在使美联储重返2%通胀目标的道路愈发复杂。多家华尔街机构警告，尽管企业迄今仅将不到20%的关税成本转嫁给消费者，但随着库存耗尽、利润率持续收窄，更大规模的价格转嫁可能在未来几个季度加速到来。不过，即使本次数据高于预期也难以根本改变市场对美联储的看法，鉴于劳动力市场疲软，近期渐进式降息几乎已成定局，市场以近100%的确定性预期美联储将在下周会议上降息25个基点。剔除关税的通胀或延续降温趋势各家机构对序列核心CPI的预测存在分歧，从低端的0.2%(7位分析师预测)到高端的0.4%(5位分析师预测)不等，有64位预测者预计为0.3%。高盛经济团队预计，机票价格提振效应减弱以及二手车价格持续疲软，将抵消食品和能源成本上涨的影响。在具体分类中，高盛预计汽车价格变化不大、汽车保险上涨0.3%、机票价格下降1.5%。关税效应预计将为核心通胀贡献约0.07个百分点的增幅，主要集中在通讯设备、家居用品和娱乐消费等对关税敏感的类别。高盛预测，在未来几个月内，关税将继续推高月度通胀数据，核心CPI环比增速将维持在0.2%-0.3%区间。但剔除关税影响后，潜在通胀压力正在减弱。高盛分析指出，住房租金和劳动力市场对通胀的贡献正在收缩，这为整体通胀下行提供了基础支撑。这一判断与美联储近期更加关注劳动力市场风险的立场相呼应。关税传导路径存在不确定性关税对消费者价格的传导时机和程度，成为华尔街机构最关注的焦点，但各方预期存在明显分歧。法国巴黎银行指出，9月CPI是\"审查我们基准预测的关键检查点\"，认为\"9月CPI发布的风险倾向于下行\"，因为较温和的住房成本和仅适度的商品关税传导可能抵消其他服务类别的季节性走强。该行补充称，核心CPI读数\"在9月往往略弱于共识预期\"。但法国巴黎银行预计未来关税影响将更加显著，预期\"更实质性的传导将在9月发生并延续至2026年第一季度\"。该行指出，\"企业在转嫁关税方面采取了相对克制的态度，消费者仅承担了略低于20%的成本\"，但预计企业将\"在2025年第三和第四季度加大关税传导，到2026年第一季度末将大部分成本转嫁给消费者\"。花旗集团预计美国核心CPI在9月将上涨0.28%，低于8月的0.35%，因较温和的住房通胀抵消关税驱动的价格压力。该行认为，劳动力和住房市场走弱正在降低通胀风险，支撑美联储进一步放松政策的预期。Principal Asset Management首席全球策略师Seema Shah表示，到目前为止，通胀传导比预期更为温和，这可能是由于利润率压缩、库存提前囤积和贸易转移的综合作用。虽然这些因素帮助缓冲了最初的影响，但它们本质上是暂时的。\"她补充道：\"随着库存耗尽、贸易路线收窄以及利润率继续萎缩，企业可能被迫将更高的成本转嫁给消费者。因此，上行风险依然存在。\"CPI难撼美联储降息路径，市场聚焦中期风险尽管通胀数据备受关注，但周五的报告不太可能改变市场对本月晚些时候美联储再次降息的预期。根据芝商所FedWatch工具，市场以近100%的确定性预期美联储将在下周政策会议上降息25个基点。货币市场目前定价显示，年末前将有54个基点的降息幅度，相当于完全消化两次25个基点的降息。巴克莱私人银行首席市场策略师Julien Lafargue表示，就市场影响而言，需要出现明显超预期的上行，市场才会改变对额外降息的看法。Hightower Advisors首席投资策略师Stephanie Link表示，如果数字高于预期，我预计会出现波动。我会将其视为买入机会，因为经济强劲，美联储正在开启降息周期，每股收益正以两位数增长，第四季度通常是一年中最强劲的季度。花旗集团预计，随着劳动力和住房市场走弱，通胀风险正在降低，这支持了美联储进一步宽松的预期。高盛交易部门的分析显示，市场在过去几周主要被关税和信贷担忧主导，自10月初以来，市场对增长的预期略有下调，但更持续的动态是市场对美联储的鸽派转向。尽管如此，推动市场定价更多宽松的动力是疲软的劳动力市场而非通胀形势，因此本次CPI数据不太可能具有决定性意义。美联储最近的会议纪要显示，官员们因对通胀和劳动力市场的不同看法而在货币政策上存在分歧。大多数官员认为就业正在走弱，这为进一步降息提供了理由，但一些官员注意到通胀风险。总体而言，官员们认为通胀影响正在减弱，并预期将回归2%的目标。此外，高盛指数波动率交易团队的Joe Clyne认为，即便在CPI发布前夕，波动率水平仍处于高位，VIX期货在20附近交易。随着贸易关系、下周的FOMC会议、私人信贷担忧和科技巨头财报季等重大事件接踵而至，CPI数据的重要性进一步被稀释。","news_type":1,"symbols_score_info":{".DJI":1.1,".SPX":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484153741857072,"gmtCreate":1759230060302,"gmtModify":1759237557378,"author":{"id":"3499947756833828","authorId":"3499947756833828","name":"点钞机888999","avatar":"https://static.tigerbbs.com/7bddc1fe310289a33b266c3002d91467","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499947756833828","authorIdStr":"3499947756833828"},"themes":[],"htmlText":"马云25年前的布局真TM牛bi","listText":"马云25年前的布局真TM牛bi","text":"马云25年前的布局真TM牛bi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484153741857072","repostId":"2571450396","repostType":2,"repost":{"id":"2571450396","kind":"news","pubTimestamp":1759198559,"share":"https://www.laohu8.com/m/news/2571450396?lang=zh_CN&edition=full","pubTime":"2025-09-30 10:15","market":"us","language":"zh","title":"两项世界第一！阿里云登顶全球数据库性能及性价比排行榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2571450396","media":"阿里云","summary":"节前，和大家分享一个好消息：阿里云EMR在全球数据库性能及性价比排行榜中斩获两项全球冠军！此次，阿里云EMR Serverless StarRocks在QphH@10,000GB上取得7546131分，成功登顶榜首。展现了阿里云EMR Serverless StarRocks在大规模数据多维分析场景上兼具超低延迟和高吞吐性能，具备世界级数据分析性能。同时，阿里云EMR Serverless StarRocks在性价比指标Price/kQphH的表现也领跑全球，证明了EMR Serverless StarRocks可帮助企业用较低成本在大规模数据上获得极致性能。","content":"<html><body><article><p><strong>节前，和大家分享一个好消息：</strong></p><p><strong>阿里云EMR在全球数据库性能及性价比排行榜中斩获两项全球冠军！</strong></p><p>在“数据分析”性能测试TPC-H榜单中，阿里云EMR Serverless StarRocks （Stella 1.2.0内核）以QphH超754万分的性能结果斩获全球冠军，领先第二名111%；</p><p>在“决策支持类”性能测试TPC-DS榜单中，阿里云EMR Serverless Spark （Fusion 2.0内核）结合DLF以QphDS超6568万分的性能结果斩获全球冠军，性能和性价比分别领先第二名100%和500%。</p><p>TPC-DS冠军：EMR Serverless Spark EMR Serverless Spark是一款面向Data+AI的高性能数据湖产品，内置最新升级的Fusion 2.0内核，可为企业提供任务开发、调试、调度和运维等一站式的数据平台服务，极大地简化了数据处理、即席分析和模型训推的全流程。同时，它100%兼容开源Spark生态，能够无缝集成到客户现有的数据平台。使用EMR Serverless Spark，企业可以更专注于数据处理分析和模型训练调优。</p><p>TPC-DS Benchmark是数据库领域最新和最复杂的权威测试标准，被工业界和学术界广泛认可，也是数据库选型的重要参考指标。TPC-DS包含99个查询，从简单的全局聚合到复杂的20以上多表连接，体现了真实分析场景日益增长的复杂度。其中，100T是TPC-DS提供的最大测试数据集，最大表有288,017,344,252（2880亿）条数据，迄今为止只有阿里云EMR和Databricks成功通过了该榜单的官方评审。</p><p>此次，阿里云EMR在性能和性价比两个维度大幅领先登顶，证明了EMR Serverless Spark 在 OpenLake湖仓底座架构下，超大规模、超高复杂度的数据分析、数据更新、数据处理的市场领先能力。</p><p>TPC-H冠军：EMR Serverless StarRocks EMR Serverless StarRocks版是阿里云提供的Serverless StarRocks全托管服务，为客户提供高性能、全场景、极速统一的数据分析体验，具备开箱即用、弹性扩展、监控管理、慢SQL诊断分析等全生命周期能力。EMR Serverless StarRocks今年正式发布商业版Stella内核，100%兼容开源StarRocks，助力企业高效构建大数据应用。</p><p>TPC-H Benchmark同样是数据库领域权威测试标准之一，其主要考察系统处理查询的多方面能力，包括数据规模的大小、串行提交时的Query延迟、多租户并行提交时的Query吞吐等，是代表产品的综合性能的重要指标。</p><p>此次，阿里云EMR Serverless StarRocks在QphH@10,000GB上取得7546131分，成功登顶榜首。展现了阿里云EMR Serverless StarRocks在大规模数据多维分析（OLAP）场景上兼具超低延迟和高吞吐性能，具备世界级数据分析性能。</p><p>同时，阿里云EMR Serverless StarRocks在性价比指标Price/kQphH的表现也领跑全球，证明了EMR Serverless StarRocks可帮助企业用较低成本在大规模数据上获得极致性能。</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>两项世界第一！阿里云登顶全球数据库性能及性价比排行榜</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; 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class=\"title\">\n两项世界第一！阿里云登顶全球数据库性能及性价比排行榜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 10:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025093010200797b1fe95&s=b><strong>阿里云</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>节前，和大家分享一个好消息：阿里云EMR在全球数据库性能及性价比排行榜中斩获两项全球冠军！在“数据分析”性能测试TPC-H榜单中，阿里云EMR Serverless StarRocks （Stella 1.2.0内核）以QphH超754万分的性能结果斩获全球冠军，领先第二名111%；在“决策支持类”性能测试TPC-DS榜单中，阿里云EMR Serverless Spark （Fusion 2.0...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025093010200797b1fe95&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4558":"双十一","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0949170772.SGD":"Blackrock Global Equity Income A6 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Spark，企业可以更专注于数据处理分析和模型训练调优。TPC-DS Benchmark是数据库领域最新和最复杂的权威测试标准，被工业界和学术界广泛认可，也是数据库选型的重要参考指标。TPC-DS包含99个查询，从简单的全局聚合到复杂的20以上多表连接，体现了真实分析场景日益增长的复杂度。其中，100T是TPC-DS提供的最大测试数据集，最大表有288,017,344,252（2880亿）条数据，迄今为止只有阿里云EMR和Databricks成功通过了该榜单的官方评审。此次，阿里云EMR在性能和性价比两个维度大幅领先登顶，证明了EMR Serverless Spark 在 OpenLake湖仓底座架构下，超大规模、超高复杂度的数据分析、数据更新、数据处理的市场领先能力。TPC-H冠军：EMR Serverless StarRocks EMR Serverless StarRocks版是阿里云提供的Serverless StarRocks全托管服务，为客户提供高性能、全场景、极速统一的数据分析体验，具备开箱即用、弹性扩展、监控管理、慢SQL诊断分析等全生命周期能力。EMR Serverless StarRocks今年正式发布商业版Stella内核，100%兼容开源StarRocks，助力企业高效构建大数据应用。TPC-H Benchmark同样是数据库领域权威测试标准之一，其主要考察系统处理查询的多方面能力，包括数据规模的大小、串行提交时的Query延迟、多租户并行提交时的Query吞吐等，是代表产品的综合性能的重要指标。此次，阿里云EMR Serverless StarRocks在QphH@10,000GB上取得7546131分，成功登顶榜首。展现了阿里云EMR Serverless StarRocks在大规模数据多维分析（OLAP）场景上兼具超低延迟和高吞吐性能，具备世界级数据分析性能。同时，阿里云EMR Serverless StarRocks在性价比指标Price/kQphH的表现也领跑全球，证明了EMR Serverless 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什么情况啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420807803216104","isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414807286755832,"gmtCreate":1742290124424,"gmtModify":1742290126326,"author":{"id":"3499947756833828","authorId":"3499947756833828","name":"点钞机888999","avatar":"https://static.tigerbbs.com/7bddc1fe310289a33b266c3002d91467","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499947756833828","authorIdStr":"3499947756833828"},"themes":[],"htmlText":"小米V5","listText":"小米V5","text":"小米V5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414807286755832","repostId":"1128424582","repostType":2,"repost":{"id":"1128424582","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":1742290034,"share":"https://www.laohu8.com/m/news/1128424582?lang=zh_CN&edition=full","pubTime":"2025-03-18 17:27","market":"us","language":"zh","title":"小米Q4营收1090.05亿元，同比增长48.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128424582","media":"老虎资讯综合","summary":"3月18日，小米集团公告，第四季度营收1,090.1亿元人民币，预估1,043.8亿元人民币；第四季度净利润90.0亿元人民币，预估52.5亿元人民币。小米集团全年营收3,659.1亿元人民币，预估3,580.5亿元人民币；全年净利润236.6亿元人民币，预估197.6亿元人民币。","content":"<html><head></head><body><blockquote><p><strong>小米集团Q4营收首次单季度突破千亿大关，今年小米汽车冲刺35万台交付目标</strong></p></blockquote><p>3月18日，小米集团公告，第四季度营收1090.1亿元人民币，预估1043.8亿元人民币，同比增长48.8%，首次单季度突破千亿大关，创下历史新高。</p><p>净利润90.0亿元人民币，预估52.5亿元人民币，同比增长90.4%。</p><p>经调整净利润83.16亿元人民币，同比增长69.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9677ce8db6142758e1ea9a447fde5a5\" title=\"\" tg-width=\"973\" tg-height=\"435\"/></p><p><strong>2024年全年，</strong>小米集团实现总收入人民币3659.06亿元，同比增长35.0%，净利润达到人民币235.78亿元，同比增长34.9%。集团经调整净利润为人民币272亿元，创历史新高，同比增长41.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcc72b1d531357e57cc34027436ed15e\" title=\"\" tg-width=\"991\" tg-height=\"358\"/></p><p style=\"text-align: justify;\"><strong>分业务来看：</strong></p><ul style=\"\"><li><p><strong>“智能手机×AIoT”分部：</strong>收入达到人民币923亿元，同比增长26.1%，占总收入的84.7%。</p></li><li><p><strong>智能手机业务：</strong>收入为人民币513亿元，同比增长16.0%，主要得益于智能手机出货量和平均销售单价（ASP）的双重增长。</p></li><li><p><strong>智能电动汽车及创新业务：</strong>收入达到人民币167亿元，其中智能电动汽车交付量达到69697辆，交付量环比增长75.2%。</p></li></ul><blockquote><p><strong>手机×AIoT</strong></p></blockquote><p style=\"text-align: justify;\">手机×AIoT分部收入由2023年第四季度的人民币732亿元增加26.1%至2024年四季度的人民币923亿元。</p><p style=\"text-align: justify;\"><strong>1、智能手机</strong></p><p style=\"text-align: justify;\">智能手机收入由2023年第四季度的人民币442亿元增加16.0%至2024年第四季度的人民币513亿元，主要是由于智能手机的ASP及出货量均有所增加。智能手机的ASP由2023年第四季度每部人民币1,091.7元增加10.1%至2024年第四季度每部人民币1,202.4元，主要是由于高端智能手机出货量的占比增加导致境外市场的ASP增加，惟部分被中国大陆的ASP下降所抵销。</p><p style=\"text-align: justify;\">中国大陆的ASP下降主要由于ASP较低的Redmi 14R 5G系列在2024年9月的成功推出所致。智能手机出货量由2023年第四季度的40.5百万部增加5.3%至2024年第四季度的42.7百万部，主要是由于中国大陆出货量增加，根据Canalys数据，公司在中国大陆的市场份额同比提升3.0个百分点至15.8%。</p><p style=\"text-align: justify;\"><strong>2、IoT与生活消费产品</strong></p><p style=\"text-align: justify;\">IoT与生活消费产品收入由2023年第四季度的人民币203亿元增加51.7%至2024年第四季度的人民币309亿元，主要是由于中国大陆的智能大家电、智能电视及若干生活消费产品收入增加所致。</p><p style=\"text-align: justify;\">智能大家电收入同比增加105.1%，主要是由于中国大陆的国家补贴推动出货量增加所致。</p><p style=\"text-align: justify;\">智能电视收入同比增加38.6%，主要是由于ASP增加，以及中国大陆的国家补贴推动出货量增加所致。</p><p style=\"text-align: justify;\"><strong>3、互联网服务</strong></p><p style=\"text-align: justify;\">互联网服务收入由2023年第四季度的人民币79亿元增加18.5%至2024年第四季度的人民币93亿元，主要是由于广告业务收入增加所致。</p><p style=\"text-align: justify;\"><strong>4、其他相关业务</strong></p><p style=\"text-align: justify;\">与2023年第四季度相比，其他相关业务收入于2024年第四季度保持稳定在人民币8亿元。</p><blockquote><p><strong>智能电动汽车等创新业务</strong></p></blockquote><p style=\"text-align: justify;\">2024年第四季度的智能电动汽车等创新业务分部收入为人民币167亿元。</p><p style=\"text-align: justify;\">2024年第四季度的智能电动汽车收入为人民币163亿元。在2024年第四季度，公司交付69,697辆Xiaomi SU7系列汽车。公司智能电动汽车的ASP为每辆人民币234,322元。</p><p style=\"text-align: justify;\">2024年第四季度的其他相关业务收入为人民币3亿元。</p><p style=\"text-align: justify;\">2024年，Xiaomi SU7系列 交付量达136,854辆。同时我们将扩充产能，保障交付，全力冲刺2025年小米汽车交付35万台的目标。</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>小米Q4营收1090.05亿元，同比增长48.8%</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小米Q4营收1090.05亿元，同比增长48.8%\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\">2025-03-18 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>小米集团Q4营收首次单季度突破千亿大关，今年小米汽车冲刺35万台交付目标</strong></p></blockquote><p>3月18日，小米集团公告，第四季度营收1090.1亿元人民币，预估1043.8亿元人民币，同比增长48.8%，首次单季度突破千亿大关，创下历史新高。</p><p>净利润90.0亿元人民币，预估52.5亿元人民币，同比增长90.4%。</p><p>经调整净利润83.16亿元人民币，同比增长69.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9677ce8db6142758e1ea9a447fde5a5\" title=\"\" tg-width=\"973\" tg-height=\"435\"/></p><p><strong>2024年全年，</strong>小米集团实现总收入人民币3659.06亿元，同比增长35.0%，净利润达到人民币235.78亿元，同比增长34.9%。集团经调整净利润为人民币272亿元，创历史新高，同比增长41.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcc72b1d531357e57cc34027436ed15e\" title=\"\" tg-width=\"991\" tg-height=\"358\"/></p><p style=\"text-align: justify;\"><strong>分业务来看：</strong></p><ul style=\"\"><li><p><strong>“智能手机×AIoT”分部：</strong>收入达到人民币923亿元，同比增长26.1%，占总收入的84.7%。</p></li><li><p><strong>智能手机业务：</strong>收入为人民币513亿元，同比增长16.0%，主要得益于智能手机出货量和平均销售单价（ASP）的双重增长。</p></li><li><p><strong>智能电动汽车及创新业务：</strong>收入达到人民币167亿元，其中智能电动汽车交付量达到69697辆，交付量环比增长75.2%。</p></li></ul><blockquote><p><strong>手机×AIoT</strong></p></blockquote><p style=\"text-align: justify;\">手机×AIoT分部收入由2023年第四季度的人民币732亿元增加26.1%至2024年四季度的人民币923亿元。</p><p style=\"text-align: justify;\"><strong>1、智能手机</strong></p><p style=\"text-align: justify;\">智能手机收入由2023年第四季度的人民币442亿元增加16.0%至2024年第四季度的人民币513亿元，主要是由于智能手机的ASP及出货量均有所增加。智能手机的ASP由2023年第四季度每部人民币1,091.7元增加10.1%至2024年第四季度每部人民币1,202.4元，主要是由于高端智能手机出货量的占比增加导致境外市场的ASP增加，惟部分被中国大陆的ASP下降所抵销。</p><p style=\"text-align: justify;\">中国大陆的ASP下降主要由于ASP较低的Redmi 14R 5G系列在2024年9月的成功推出所致。智能手机出货量由2023年第四季度的40.5百万部增加5.3%至2024年第四季度的42.7百万部，主要是由于中国大陆出货量增加，根据Canalys数据，公司在中国大陆的市场份额同比提升3.0个百分点至15.8%。</p><p style=\"text-align: justify;\"><strong>2、IoT与生活消费产品</strong></p><p style=\"text-align: justify;\">IoT与生活消费产品收入由2023年第四季度的人民币203亿元增加51.7%至2024年第四季度的人民币309亿元，主要是由于中国大陆的智能大家电、智能电视及若干生活消费产品收入增加所致。</p><p style=\"text-align: justify;\">智能大家电收入同比增加105.1%，主要是由于中国大陆的国家补贴推动出货量增加所致。</p><p style=\"text-align: justify;\">智能电视收入同比增加38.6%，主要是由于ASP增加，以及中国大陆的国家补贴推动出货量增加所致。</p><p style=\"text-align: justify;\"><strong>3、互联网服务</strong></p><p style=\"text-align: justify;\">互联网服务收入由2023年第四季度的人民币79亿元增加18.5%至2024年第四季度的人民币93亿元，主要是由于广告业务收入增加所致。</p><p style=\"text-align: justify;\"><strong>4、其他相关业务</strong></p><p style=\"text-align: justify;\">与2023年第四季度相比，其他相关业务收入于2024年第四季度保持稳定在人民币8亿元。</p><blockquote><p><strong>智能电动汽车等创新业务</strong></p></blockquote><p style=\"text-align: justify;\">2024年第四季度的智能电动汽车等创新业务分部收入为人民币167亿元。</p><p style=\"text-align: justify;\">2024年第四季度的智能电动汽车收入为人民币163亿元。在2024年第四季度，公司交付69,697辆Xiaomi SU7系列汽车。公司智能电动汽车的ASP为每辆人民币234,322元。</p><p style=\"text-align: justify;\">2024年第四季度的其他相关业务收入为人民币3亿元。</p><p style=\"text-align: justify;\">2024年，Xiaomi SU7系列 交付量达136,854辆。同时我们将扩充产能，保障交付，全力冲刺2025年小米汽车交付35万台的目标。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128424582","content_text":"小米集团Q4营收首次单季度突破千亿大关，今年小米汽车冲刺35万台交付目标3月18日，小米集团公告，第四季度营收1090.1亿元人民币，预估1043.8亿元人民币，同比增长48.8%，首次单季度突破千亿大关，创下历史新高。净利润90.0亿元人民币，预估52.5亿元人民币，同比增长90.4%。经调整净利润83.16亿元人民币，同比增长69.4%。2024年全年，小米集团实现总收入人民币3659.06亿元，同比增长35.0%，净利润达到人民币235.78亿元，同比增长34.9%。集团经调整净利润为人民币272亿元，创历史新高，同比增长41.3%。分业务来看：“智能手机×AIoT”分部：收入达到人民币923亿元，同比增长26.1%，占总收入的84.7%。智能手机业务：收入为人民币513亿元，同比增长16.0%，主要得益于智能手机出货量和平均销售单价（ASP）的双重增长。智能电动汽车及创新业务：收入达到人民币167亿元，其中智能电动汽车交付量达到69697辆，交付量环比增长75.2%。手机×AIoT手机×AIoT分部收入由2023年第四季度的人民币732亿元增加26.1%至2024年四季度的人民币923亿元。1、智能手机智能手机收入由2023年第四季度的人民币442亿元增加16.0%至2024年第四季度的人民币513亿元，主要是由于智能手机的ASP及出货量均有所增加。智能手机的ASP由2023年第四季度每部人民币1,091.7元增加10.1%至2024年第四季度每部人民币1,202.4元，主要是由于高端智能手机出货量的占比增加导致境外市场的ASP增加，惟部分被中国大陆的ASP下降所抵销。中国大陆的ASP下降主要由于ASP较低的Redmi 14R 5G系列在2024年9月的成功推出所致。智能手机出货量由2023年第四季度的40.5百万部增加5.3%至2024年第四季度的42.7百万部，主要是由于中国大陆出货量增加，根据Canalys数据，公司在中国大陆的市场份额同比提升3.0个百分点至15.8%。2、IoT与生活消费产品IoT与生活消费产品收入由2023年第四季度的人民币203亿元增加51.7%至2024年第四季度的人民币309亿元，主要是由于中国大陆的智能大家电、智能电视及若干生活消费产品收入增加所致。智能大家电收入同比增加105.1%，主要是由于中国大陆的国家补贴推动出货量增加所致。智能电视收入同比增加38.6%，主要是由于ASP增加，以及中国大陆的国家补贴推动出货量增加所致。3、互联网服务互联网服务收入由2023年第四季度的人民币79亿元增加18.5%至2024年第四季度的人民币93亿元，主要是由于广告业务收入增加所致。4、其他相关业务与2023年第四季度相比，其他相关业务收入于2024年第四季度保持稳定在人民币8亿元。智能电动汽车等创新业务2024年第四季度的智能电动汽车等创新业务分部收入为人民币167亿元。2024年第四季度的智能电动汽车收入为人民币163亿元。在2024年第四季度，公司交付69,697辆Xiaomi SU7系列汽车。公司智能电动汽车的ASP为每辆人民币234,322元。2024年第四季度的其他相关业务收入为人民币3亿元。2024年，Xiaomi SU7系列 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href=https://usstock.jrj.com.cn/2024/10/23084844318999.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据纽约时报消息，数十年来一直淡出政坛的比尔盖茨曾私下表示，他最近向支持副总统哈里斯竞选活动的非营利组织Future Forward捐赠了约5,000万美元。此次捐赠原本是秘密进行的。据一位了解盖茨想法的人士透露，今年在与朋友和其他人的私人通话中，他曾对特朗普再次当选总统的前景表示担忧，尽管他强调自己可以与任何一位候选人合作。盖茨对拜登-哈里斯政府在气候变化方面所做的工作表示赞赏。据两位消息人士透露...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/10/23084844318999.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bec7f970ee9c9c2158f0c607473c30c0","relate_stocks":{},"source_url":"https://usstock.jrj.com.cn/2024/10/23084844318999.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2477657314","content_text":"据纽约时报消息，数十年来一直淡出政坛的比尔盖茨曾私下表示，他最近向支持副总统哈里斯竞选活动的非营利组织Future Forward捐赠了约5,000万美元。此次捐赠原本是秘密进行的。据一位了解盖茨想法的人士透露，今年在与朋友和其他人的私人通话中，他曾对特朗普再次当选总统的前景表示担忧，尽管他强调自己可以与任何一位候选人合作。盖茨对拜登-哈里斯政府在气候变化方面所做的工作表示赞赏。据两位消息人士透露，盖茨旗下的慈善组织--比尔及梅琳达·盖茨基金会非常担心，如果特朗普当选，计划生育和全球卫生项目拨款可能会被削减。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354958425276672,"gmtCreate":1727669314398,"gmtModify":1727670997907,"author":{"id":"3499947756833828","authorId":"3499947756833828","name":"点钞机888999","avatar":"https://static.tigerbbs.com/7bddc1fe310289a33b266c3002d91467","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499947756833828","authorIdStr":"3499947756833828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>&nbsp;","listText":"<a 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市值不到1000亿都是低估的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283635647942920","isVote":1,"tweetType":1,"viewCount":2689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281069605396600,"gmtCreate":1709651132230,"gmtModify":1709651134167,"author":{"id":"3499947756833828","authorId":"3499947756833828","name":"点钞机888999","avatar":"https://static.tigerbbs.com/7bddc1fe310289a33b266c3002d91467","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499947756833828","authorIdStr":"3499947756833828"},"themes":[],"htmlText":"苹果开始走诺基亚的老路了，看吧","listText":"苹果开始走诺基亚的老路了，看吧","text":"苹果开始走诺基亚的老路了，看吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281069605396600","repostId":"2417450610","repostType":2,"repost":{"id":"2417450610","kind":"news","pubTimestamp":1709625011,"share":"https://www.laohu8.com/m/news/2417450610?lang=zh_CN&edition=full","pubTime":"2024-03-05 15:50","market":"us","language":"zh","title":"今年前六周，中国区销量下降24%！iPhone降价原因找到了","url":"https://stock-news.laohu8.com/highlight/detail?id=2417450610","media":"华尔街见闻","summary":"持续下跌的销量和激烈的竞争，让苹果也急了。","content":"<html><head></head><body><blockquote><p>持续下跌的销量和激烈的竞争，让<a href=\"https://laohu8.com/S/AAPL\">苹果</a>也急了。</p></blockquote><p>昨晚刚刚收到欧盟18亿美元天价反垄断罚单的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，需要面对的麻烦不止一桩。</p><p>消费电子研究机构Counterpoint公布的最新数据显示，今年前六周，iPhone在中国的销量下降了24%，于各品牌中排名第四，市占率由2023年的19%下降到了15.7%。</p><p>与之相对的是，华为的市占率则从9.4%上升到了16.5%。</p><p><strong>苹果失去销冠位置 开始反常降价</strong> </p><p>iPhone销量的低迷其实早有征兆。</p><p>华尔街见闻此前提到，农历春节前夕，苹果就一反常态地启动了“迎新春限时优惠”。其中，iPhone 15系列4款机型降价500元，部分笔记本电脑产品最高降价800元，iPad Pro、iPad Air等也有相应降价。</p><p>按照惯例，苹果的促销活动通常要等到春节后、618购物节才会开始。早早启动降价促销，说明持续下跌的销量和激烈的竞争，让苹果也急了。</p><p>而且，苹果以价换量的策略还在继续。</p><p>3·8妇女节促销活动期间，iPhone 15再度迎来大降价，直降超千元。华尔街见闻查询发现，叠加店铺券和平台券后，同款iPhone 15 Pro 256G在淘宝和<a href=\"https://laohu8.com/S/JD\">京东</a>苹果官方旗舰店的售价分别为7999元和7849元，远低于官方售价8999元。</p><p><strong>华为销量逆市暴涨</strong></p><p>Counterpoint数据还显示，今年前六周，取代苹果销冠位置的，是机型更多、在下沉市场布局更广泛的Vivo。</p><p>根据年初Counterpoint的统计，苹果中国区2023年全年出货量在各品牌中位列第一，而Vivo紧随其后排在第二位，也是国产品牌中的第一名。</p><p>在激烈的竞争中，华为展现出了极强的韧性。前六周销量暴涨64%，自去年四季度市占率增长约6%后，华为今年前六周市占率从9.4%增长至16.5%。</p><p>根据杰弗瑞的预测，2024年苹果的出货量将继续出现两位数的下降，而华为的市场份额预计将继续扩大。</p><p>2020年从华为分拆出来的荣耀是Counterpoint统计中除华为外唯一一家实现销量增长的品牌，增幅为2%。</p><p>Counterpoint分析师Ivan Lam对媒体表示：</p><blockquote><p>尽管消费者信心下降，但华为产能的提升使其能够满足其广受欢迎的Mate 60系列的需求...虽然前一年已经相当低迷，但就苹果而言，短期内还有更多的回旋余地。妇女节前的激进促销只是一个例子。</p></blockquote></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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开始反常降价 iPhone销量的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709683\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","relate_stocks":{"BK4505":"高瓴资本持仓","LU0109392836.USD":"富兰克林科技股A","BK4515":"5G概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4559":"巴菲特持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4576":"AR","BK4550":"红杉资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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SGD-H"},"source_url":"https://wallstreetcn.com/articles/3709683","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417450610","content_text":"持续下跌的销量和激烈的竞争，让苹果也急了。昨晚刚刚收到欧盟18亿美元天价反垄断罚单的苹果，需要面对的麻烦不止一桩。消费电子研究机构Counterpoint公布的最新数据显示，今年前六周，iPhone在中国的销量下降了24%，于各品牌中排名第四，市占率由2023年的19%下降到了15.7%。与之相对的是，华为的市占率则从9.4%上升到了16.5%。苹果失去销冠位置 开始反常降价 iPhone销量的低迷其实早有征兆。华尔街见闻此前提到，农历春节前夕，苹果就一反常态地启动了“迎新春限时优惠”。其中，iPhone 15系列4款机型降价500元，部分笔记本电脑产品最高降价800元，iPad Pro、iPad Air等也有相应降价。按照惯例，苹果的促销活动通常要等到春节后、618购物节才会开始。早早启动降价促销，说明持续下跌的销量和激烈的竞争，让苹果也急了。而且，苹果以价换量的策略还在继续。3·8妇女节促销活动期间，iPhone 15再度迎来大降价，直降超千元。华尔街见闻查询发现，叠加店铺券和平台券后，同款iPhone 15 Pro 256G在淘宝和京东苹果官方旗舰店的售价分别为7999元和7849元，远低于官方售价8999元。华为销量逆市暴涨Counterpoint数据还显示，今年前六周，取代苹果销冠位置的，是机型更多、在下沉市场布局更广泛的Vivo。根据年初Counterpoint的统计，苹果中国区2023年全年出货量在各品牌中位列第一，而Vivo紧随其后排在第二位，也是国产品牌中的第一名。在激烈的竞争中，华为展现出了极强的韧性。前六周销量暴涨64%，自去年四季度市占率增长约6%后，华为今年前六周市占率从9.4%增长至16.5%。根据杰弗瑞的预测，2024年苹果的出货量将继续出现两位数的下降，而华为的市场份额预计将继续扩大。2020年从华为分拆出来的荣耀是Counterpoint统计中除华为外唯一一家实现销量增长的品牌，增幅为2%。Counterpoint分析师Ivan Lam对媒体表示：尽管消费者信心下降，但华为产能的提升使其能够满足其广受欢迎的Mate 60系列的需求...虽然前一年已经相当低迷，但就苹果而言，短期内还有更多的回旋余地。妇女节前的激进促销只是一个例子。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278908197515384,"gmtCreate":1709114238845,"gmtModify":1709114473603,"author":{"id":"3499947756833828","authorId":"3499947756833828","name":"点钞机888999","avatar":"https://static.tigerbbs.com/7bddc1fe310289a33b266c3002d91467","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3499947756833828","authorIdStr":"3499947756833828"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ 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哈哈，之前没买的人会不会后悔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/622173971","isVote":1,"tweetType":1,"viewCount":2142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929403280,"gmtCreate":1585561383240,"gmtModify":1704358222970,"author":{"id":"3499947756833828","authorId":"3499947756833828","name":"点钞机888999","avatar":"https://static.tigerbbs.com/7bddc1fe310289a33b266c3002d91467","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3499947756833828","idStr":"3499947756833828"},"themes":[],"htmlText":"美团外卖还可以的","listText":"美团外卖还可以的","text":"美团外卖还可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/929403280","repostId":"1145489576","repostType":4,"repost":{"id":"1145489576","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":1585559118,"share":"https://www.laohu8.com/m/news/1145489576?lang=zh_CN&edition=full","pubTime":"2020-03-30 17:05","market":"hk","language":"zh","title":"美团点评2019年净利润22.36亿元，远超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1145489576","media":"老虎资讯综合","summary":"3月30日，美团点评发布2019年第四季度及全年业绩报告。","content":"<p>3月30日，<span><a href=\"https://laohu8.com/S/03690\">美团点评</a>发布2019年第四季度及全年业绩报告。财报显示，2019年第四季度营收281.58亿元，市场预期267.24亿元，去年同期198亿元；2019年第四季度净利润14.6亿元，市场预期亏损5.8亿元，去年同期亏损34亿元。</span></p><p><span>2019年全年营收975.28亿元，市场预期958.25亿元，去年同期652.27亿元；2019年净利润为22.36亿元人民币，市场预期亏损3.55亿元，去年同期为净亏损1154.77亿元。</span></p><p><span>美团点评称，</span><b><span>由于新冠肺炎疫情的影响，估计2020年第一季度收入将会录得同比负值增长及经营亏损</span></b><span>。</span></p><p><b>业绩细分</b></p><p><b>餐饮外卖</b></p><p><span>财报显示，2019年，餐饮外卖收入同比增长43.8%至人民币548亿元。2019年，餐饮外卖业务毛利增长94.2%至人民币102亿元，毛利率由13.8%同比上升至18.7%。2019年第四季度，餐饮外卖业务的总交易金额同比增长39.9%至人民币1,121亿元，餐饮外卖日均交易笔数同比增长36.7%至2720万笔。</span></p><p><b>到店、酒店及旅游</b></p><p>2019年，到店、酒店及旅游业务收入同比增长40.6%至人民币223亿元。于2019年，到店、酒店及旅游业务毛利同比增长40.1%至人民币197亿元，而毛利率同比维持相对稳定。</p><p>2019年第四季度，到店、酒店及旅游业务的交易金额增长持续加速，同比增长35.3%至人民币604亿元。于2019年第四季度，到店、酒店及旅游业务收入同比增长38.4%至人民币64亿元。于2019年第四季度，到店、酒店及旅游业务毛利增加至人民币56亿元，而毛利率由86.8%同比上升至88.8%。</p><p><b>新业务及其他</b></p><p>在2019年，美团点评的新业务及其他分部的收入同比增长81.5%，达到204亿人民币。在第四季度，该部分收入较2018年同期增长44.8%，达到61亿人民币。利润也由2018年的10亿人民币增长至13亿人民币。</p><p>美团点评表示，在2019年，美团点评旗下共享单车及网约车业务成功收窄亏损。相较于摩拜单车，新的美团单车单位经济效益更高。截止2019年年底，美团已在54个城市运营网约车业务。</p><p>截至今日收盘，美团点评跌1.46%，报88港元。</p><p><img src=\"https://static.tigerbbs.com/c614462147ca99bafa7f5906099e3c6a\" /></p>","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>美团点评2019年净利润22.36亿元，远超市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\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美团点评2019年净利润22.36亿元，远超市场预期\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\">2020-03-30 17:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月30日，<span><a href=\"https://laohu8.com/S/03690\">美团点评</a>发布2019年第四季度及全年业绩报告。财报显示，2019年第四季度营收281.58亿元，市场预期267.24亿元，去年同期198亿元；2019年第四季度净利润14.6亿元，市场预期亏损5.8亿元，去年同期亏损34亿元。</span></p><p><span>2019年全年营收975.28亿元，市场预期958.25亿元，去年同期652.27亿元；2019年净利润为22.36亿元人民币，市场预期亏损3.55亿元，去年同期为净亏损1154.77亿元。</span></p><p><span>美团点评称，</span><b><span>由于新冠肺炎疫情的影响，估计2020年第一季度收入将会录得同比负值增长及经营亏损</span></b><span>。</span></p><p><b>业绩细分</b></p><p><b>餐饮外卖</b></p><p><span>财报显示，2019年，餐饮外卖收入同比增长43.8%至人民币548亿元。2019年，餐饮外卖业务毛利增长94.2%至人民币102亿元，毛利率由13.8%同比上升至18.7%。2019年第四季度，餐饮外卖业务的总交易金额同比增长39.9%至人民币1,121亿元，餐饮外卖日均交易笔数同比增长36.7%至2720万笔。</span></p><p><b>到店、酒店及旅游</b></p><p>2019年，到店、酒店及旅游业务收入同比增长40.6%至人民币223亿元。于2019年，到店、酒店及旅游业务毛利同比增长40.1%至人民币197亿元，而毛利率同比维持相对稳定。</p><p>2019年第四季度，到店、酒店及旅游业务的交易金额增长持续加速，同比增长35.3%至人民币604亿元。于2019年第四季度，到店、酒店及旅游业务收入同比增长38.4%至人民币64亿元。于2019年第四季度，到店、酒店及旅游业务毛利增加至人民币56亿元，而毛利率由86.8%同比上升至88.8%。</p><p><b>新业务及其他</b></p><p>在2019年，美团点评的新业务及其他分部的收入同比增长81.5%，达到204亿人民币。在第四季度，该部分收入较2018年同期增长44.8%，达到61亿人民币。利润也由2018年的10亿人民币增长至13亿人民币。</p><p>美团点评表示，在2019年，美团点评旗下共享单车及网约车业务成功收窄亏损。相较于摩拜单车，新的美团单车单位经济效益更高。截止2019年年底，美团已在54个城市运营网约车业务。</p><p>截至今日收盘，美团点评跌1.46%，报88港元。</p><p><img src=\"https://static.tigerbbs.com/c614462147ca99bafa7f5906099e3c6a\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/337fae570d013ae2e12c40a9b753776d","relate_stocks":{"03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145489576","content_text":"3月30日，美团点评发布2019年第四季度及全年业绩报告。财报显示，2019年第四季度营收281.58亿元，市场预期267.24亿元，去年同期198亿元；2019年第四季度净利润14.6亿元，市场预期亏损5.8亿元，去年同期亏损34亿元。2019年全年营收975.28亿元，市场预期958.25亿元，去年同期652.27亿元；2019年净利润为22.36亿元人民币，市场预期亏损3.55亿元，去年同期为净亏损1154.77亿元。美团点评称，由于新冠肺炎疫情的影响，估计2020年第一季度收入将会录得同比负值增长及经营亏损。业绩细分餐饮外卖财报显示，2019年，餐饮外卖收入同比增长43.8%至人民币548亿元。2019年，餐饮外卖业务毛利增长94.2%至人民币102亿元，毛利率由13.8%同比上升至18.7%。2019年第四季度，餐饮外卖业务的总交易金额同比增长39.9%至人民币1,121亿元，餐饮外卖日均交易笔数同比增长36.7%至2720万笔。到店、酒店及旅游2019年，到店、酒店及旅游业务收入同比增长40.6%至人民币223亿元。于2019年，到店、酒店及旅游业务毛利同比增长40.1%至人民币197亿元，而毛利率同比维持相对稳定。2019年第四季度，到店、酒店及旅游业务的交易金额增长持续加速，同比增长35.3%至人民币604亿元。于2019年第四季度，到店、酒店及旅游业务收入同比增长38.4%至人民币64亿元。于2019年第四季度，到店、酒店及旅游业务毛利增加至人民币56亿元，而毛利率由86.8%同比上升至88.8%。新业务及其他在2019年，美团点评的新业务及其他分部的收入同比增长81.5%，达到204亿人民币。在第四季度，该部分收入较2018年同期增长44.8%，达到61亿人民币。利润也由2018年的10亿人民币增长至13亿人民币。美团点评表示，在2019年，美团点评旗下共享单车及网约车业务成功收窄亏损。相较于摩拜单车，新的美团单车单位经济效益更高。截止2019年年底，美团已在54个城市运营网约车业务。截至今日收盘，美团点评跌1.46%，报88港元。","news_type":1,"symbols_score_info":{"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":1604,"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,"authorIdStr":"3527667803686145","idStr":"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":118335473,"gmtCreate":1622718743992,"gmtModify":1622718743992,"author":{"id":"3499947756833828","authorId":"3499947756833828","name":"点钞机888999","avatar":"https://static.tigerbbs.com/7bddc1fe310289a33b266c3002d91467","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3499947756833828","idStr":"3499947756833828"},"themes":[],"htmlText":"<a 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