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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

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

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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":"&nbsp;","listText":"&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455400718418048","repostId":"1126714607","repostType":2,"repost":{"id":"1126714607","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":1752219171,"share":"https://www.laohu8.com/m/news/1126714607?lang=&edition=full","pubTime":"2025-07-11 15:32","market":"us","language":"zh","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","url":"https://stock-news.laohu8.com/highlight/detail?id=1126714607","media":"老虎资讯综合","summary":"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。","content":"<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>","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 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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,"authorIdStr":"3544584411044239","idStr":"3544584411044239"},"themes":[],"htmlText":"&nbsp;<a href=\"https://laohu8.com/S/XLV\">$健康照护类股ETF-SPDR(XLV)$&nbsp;</a> ghi","listText":"&nbsp;<a href=\"https://laohu8.com/S/XLV\">$健康照护类股ETF-SPDR(XLV)$&nbsp;</a> ghi","text":"$健康照护类股ETF-SPDR(XLV)$ 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15:32","market":"us","language":"zh","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","url":"https://stock-news.laohu8.com/highlight/detail?id=1126714607","media":"老虎资讯综合","summary":"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。","content":"<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>","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 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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}],"lives":[]}