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阿呆和阿瓜
07-11
$健康照护类股ETF-SPDR(XLV)$
ghi
港股异动 | 东方甄选涨超6%，6月GMV预计转正向上，机构看好其利润率仍有修复空间
阿呆和阿瓜
07-11
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href=http://www.zhitongcaijing.com/content/detail/1316602.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月11日（周五），东方甄选涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。消息面上，浙商证券近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1316602.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42c33661e0c14c341ff018447c0ea06d","relate_stocks":{"BK1132":"食品零售","BK1596":"K12教育","01797":"东方甄选","BK1516":"腾讯概念","BK1519":"在线教育","BK1228":"教育服务"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316602.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550060481","content_text":"7月11日（周五），东方甄选涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。消息面上，浙商证券近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，同比+28%（vs3月、4月、5月分别为-20%/-10%/-6%）；25年6月自营品GMV达3.5亿元，同比+15%（vs3月、4月、5月分别为-36%/-23%/-16%），同样实现转正，自营品高折扣力度阶段逐渐过去。此外，东方甄选自营品25财年GMV约38亿元。该行认为，在经营企稳向上、人员的优化调整带动下，利润率虽然短期承压，但在修复通道（根据新东方财报，FY25Q1-Q3东方甄选opm分别为-8%/-1%/3%）。该行认为公司正常利润率应当在5%+（参考23-24财年），根据飞瓜等数据估计25财年实销GMV为75亿+（注：已经剔除与辉同行），预计26财年实销GMV有望增长至90亿+。","news_type":1,"symbols_score_info":{"01797":1}},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":455400718418048,"gmtCreate":1752219221594,"gmtModify":1752220489466,"author":{"id":"3544584411044239","authorId":"3544584411044239","name":"阿呆和阿瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544584411044239","authorIdStr":"3544584411044239"},"themes":[],"htmlText":" 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AI）正考虑将其首次公开募股（IPO）地点从美国转移到香港，并计划在香港IPO中融资约3亿美元。知情人士表示，这一转变的主要原因是美国监管环境对中国科技公司日益严格，尤其针对数据安全审查的担忧加剧，导致在美上市的不确定性上升。</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>智谱据悉正考虑将IPO地点转移到香港，可能寻求在香港IPO融资约3亿美元</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{ 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}\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智谱据悉正考虑将IPO地点转移到香港，可能寻求在香港IPO融资约3亿美元\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\">2025-07-11 15:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>根据彭博社2025年7月9日援引知情人士的独家报道，中国人工智能公司智谱AI（Zhipu AI）正考虑将其首次公开募股（IPO）地点从美国转移到香港，并计划在香港IPO中融资约3亿美元。知情人士表示，这一转变的主要原因是美国监管环境对中国科技公司日益严格，尤其针对数据安全审查的担忧加剧，导致在美上市的不确定性上升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0eb98587b5c81b2fc132df8572df3306","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126714607","content_text":"根据彭博社2025年7月9日援引知情人士的独家报道，中国人工智能公司智谱AI（Zhipu AI）正考虑将其首次公开募股（IPO）地点从美国转移到香港，并计划在香港IPO中融资约3亿美元。知情人士表示，这一转变的主要原因是美国监管环境对中国科技公司日益严格，尤其针对数据安全审查的担忧加剧，导致在美上市的不确定性上升。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":455403913981976,"gmtCreate":1752219387858,"gmtModify":1752220491994,"author":{"id":"3544584411044239","authorId":"3544584411044239","name":"阿呆和阿瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544584411044239","authorIdStr":"3544584411044239"},"themes":[],"htmlText":" <a href=\"https://laohu8.com/S/XLV\">$健康照护类股ETF-SPDR(XLV)$ </a> ghi","listText":" <a href=\"https://laohu8.com/S/XLV\">$健康照护类股ETF-SPDR(XLV)$ </a> ghi","text":"$健康照护类股ETF-SPDR(XLV)$ ghi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455403913981976","repostId":"2550060481","repostType":2,"repost":{"id":"2550060481","kind":"news","pubTimestamp":1752204860,"share":"https://www.laohu8.com/m/news/2550060481?lang=&edition=full","pubTime":"2025-07-11 11:34","market":"fut","language":"zh","title":"港股异动 | 东方甄选涨超6%，6月GMV预计转正向上，机构看好其利润率仍有修复空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2550060481","media":"智通财经","summary":"智通财经APP获悉，东方甄选涨超6%，截至发稿，涨6.19%，报14.4港元，成交额2.08亿港元。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。此外，东方甄选自营品25财年GMV约38亿元。该行认为公司正常利润率应当在5%+，根据飞瓜等数据估计25财年实销GMV为75亿+，预计26财年实销GMV有望增长至90亿+。","content":"<html><head></head><body><p>7月11日（周五），<a href=\"https://laohu8.com/S/01797\">东方甄选</a>涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6c6a61a962af65e9626256fc22a91b\" tg-width=\"1130\" tg-height=\"369\"/></p><p>消息面上，<a href=\"https://laohu8.com/S/601878\">浙商证券</a>近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，同比+28%（vs3月、4月、5月分别为-20%/-10%/-6%）；25年6月自营品GMV达3.5亿元，同比+15%（vs3月、4月、5月分别为-36%/-23%/-16%），同样实现转正，自营<a href=\"https://laohu8.com/S/688227\">品高</a>折扣力度阶段逐渐过去。</p><p>此外，东方甄选自营品25财年GMV约38亿元。该行认为，在经营企稳向上、人员的优化调整带动下，利润率虽然短期承压，但在修复通道（根据<a href=\"https://laohu8.com/S/EDU\">新东方</a>财报，FY25Q1-Q3东方甄选opm分别为-8%/-1%/3%）。该行认为公司正常利润率应当在5%+（参考23-24财年），根据飞瓜等数据估计25财年实销GMV为75亿+（注：已经剔除与辉同行），预计26财年实销GMV有望增长至90亿+。</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 | 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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港股异动 | 东方甄选涨超6%，6月GMV预计转正向上，机构看好其利润率仍有修复空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-11 11:34 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1316602.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月11日（周五），东方甄选涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。消息面上，浙商证券近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1316602.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42c33661e0c14c341ff018447c0ea06d","relate_stocks":{"BK1132":"食品零售","BK1596":"K12教育","01797":"东方甄选","BK1516":"腾讯概念","BK1519":"在线教育","BK1228":"教育服务"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316602.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550060481","content_text":"7月11日（周五），东方甄选涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。消息面上，浙商证券近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，同比+28%（vs3月、4月、5月分别为-20%/-10%/-6%）；25年6月自营品GMV达3.5亿元，同比+15%（vs3月、4月、5月分别为-36%/-23%/-16%），同样实现转正，自营品高折扣力度阶段逐渐过去。此外，东方甄选自营品25财年GMV约38亿元。该行认为，在经营企稳向上、人员的优化调整带动下，利润率虽然短期承压，但在修复通道（根据新东方财报，FY25Q1-Q3东方甄选opm分别为-8%/-1%/3%）。该行认为公司正常利润率应当在5%+（参考23-24财年），根据飞瓜等数据估计25财年实销GMV为75亿+（注：已经剔除与辉同行），预计26财年实销GMV有望增长至90亿+。","news_type":1,"symbols_score_info":{"01797":1}},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":455400718418048,"gmtCreate":1752219221594,"gmtModify":1752220489466,"author":{"id":"3544584411044239","authorId":"3544584411044239","name":"阿呆和阿瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544584411044239","authorIdStr":"3544584411044239"},"themes":[],"htmlText":" 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