滚车轮的人的个人主页 - 老虎社区

滚车轮的人

滚车轮的人

赚尽每一分钱只是一场梦

IP属地：北京

5关注

1粉丝

1主题

0勋章

滚车轮的人

08-15

‌$美团-W(03690)$ ‌不知道都在急啥，我是喜欢用小象超市，觉得比盒马和叮咚都好，所以看好美团。

滚车轮的人

09-16

‌$哔哩哔哩-W(09626)$ 你永远可以相信B站的游戏，永远仆街。

滚车轮的人

10-29

$BYD.HK 20251030 100.00 PUT$

滚车轮的人

09-16

这就做空，他妈的谁玩b站的游戏

港股期权｜美团连涨带来CALL价格飙升，哔哩哔哩认购合约积极布局

滚车轮的人

09-10

有一说一，看好B站的游戏是不是有点搞笑了

哔哩哔哩盘中涨超8%，机构持续看好游戏板块投资机会

滚车轮的人

09-08

‌$中国银河(06881)$ 拿住不动就完事了

滚车轮的人

10-12

仰望的品牌形象就挺好，高端市场不用愁。

比亚迪销量下滑不是问题糟糕的是高端化受阻

滚车轮的人

10-11

多少有点搞笑，川皇阿兹海默犯了还是缺钱花了？坚持TACO战略就完事了。

滚车轮的人

10-09

‌$哔哩哔哩-W(09626)$ 我终于看懂了，原来你才是AI应用最锋利的剑。

滚车轮的人

09-30

$快手-W(01024)$ 先卖一半，剩下的放飞

滚车轮的人

09-30

$快手-W(01024)$ 终于等到你

滚车轮的人

09-25

‌$快手-W(01024)$ 冲过80才是星辰大海

滚车轮的人

09-22

‌$美图公司(01357)$ AI应用最锋利的剑！‌

滚车轮的人

09-22

‌$阿里巴巴-W(09988)$ 以后就躺在阿里睡觉了。

滚车轮的人

09-19

‌$快手-W(01024)$ ‌早上还特么装起来了，吓我一跳

滚车轮的人

09-18

$美图公司(01357)$ 后劲十足，看好你哟

滚车轮的人

09-12

$快手-W(01024)$ 80等你

滚车轮的人

09-10

说个笑话：B站的游戏

高盛：引述哔哩哔哩-W(09626)料《三国：百将牌》或成每日活跃用户达百万级别大作维持目标价205港元

滚车轮的人

09-08

‌$哔哩哔哩-W(09626)$ 忍耐，就是想得开，挺得住‌

滚车轮的人

08-19

‌$美团-W(03690)$ ‌还是团团拿的安心

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21:25","market":"hk","language":"zh","title":"比亚迪销量下滑不是问题 糟糕的是高端化受阻","url":"https://stock-news.laohu8.com/highlight/detail?id=2574966834","media":"电动1家","summary":"2025年9月销量2024年9月销量所以，在9月销量中比亚迪品牌的跌幅最大，同比下滑超11.4%。之所以比亚迪最终整体销量同比下滑5.5%，是因为方程豹品牌9月销量同比暴增348%，相当于拉了比亚迪品牌一把。而这也是比亚迪目前相比于销量下滑更棘手的问题：高端化受阻。以比亚迪品牌高端车型汉+唐为例，9月销量2.2万辆，同比下滑40%。而产品的高端化，对比亚迪而言，是一个比销量增长更大的考验。","content":"<html><body><article><p>“同比下滑超5%”成为不少媒体报道<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>9月销量的标题，并以这是自2024年3月以来的首次同比下滑来进一步佐证<a href=\"https://laohu8.com/S/002594\">比亚迪</a>销量态势的危险。</p><p>客观说，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>销量下滑没必要放大解读，这是物极必反的规律——尤其是，比亚迪自2021年销量大爆发以来，销量的主要支撑是新能源经济型车型，而随着其他厂商的加入，蛋糕被逐步分走是必然的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215626288v163vlul65ka3z2\"/><p>2025年9月销量</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215641679v163o32688xgxqm\"/><p>2024年9月销量</p><p>所以，在9月销量中比亚迪品牌的跌幅最大，同比下滑超11.4%。之所以比亚迪最终整体销量同比下滑5.5%，是因为方程豹品牌9月销量同比暴增348%，相当于拉了比亚迪品牌一把。</p><p>那方程豹品牌从去年5400多辆一下到今年单月销量24000多辆，这的确巨幅增长了，以至于有人报道称，高端品牌的爆发式增长表明比亚迪从性价比策略转向价值提升策略。</p><p>不过，细看数据可以发现，方程豹增长主要靠钛3和刚刚上市的钛7的<span>拉升</span>，两车9月销量分别为8902辆、8128辆，但要知道的是，钛3和钛7入门车型售价在13万元+、17万元+，是泛经济型车型的价格带。换言之，方程豹品牌开始走性价比路线来争取销量了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215654024v163hm2ytk6c3ho\"/><p>尽管方程豹品牌CEO熊甜波以方程豹并非“硬派越野车品牌而是个性化品牌”来为弱化钛3、钛7以性价比求销量的策略，但不可否认的是，由豹5、豹8建立起来的方程豹的品牌溢价正在被快速稀释。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215657888v163d79t76rbx6s\"/><p>方程豹自诩定位高端品牌，但实际销量的四成是泛15万元车型贡献的，这显然是貌合神离的高端品牌。而这也是比亚迪目前相比于销量下滑更棘手的问题：高端化受阻。</p><p>比亚迪高端化受阻的原因并不复杂，比亚迪形象与产品口碑持续存在较大的争议，尤其是“2023年油箱门事件”爆发以来，越来越多的消费者开始更加理性看比亚迪的技术与产品。尤其是高端车型消费者，他们看重技术、品质的同时，同样看重品牌调性与企业价值观，而在上述方面，恰恰是比亚迪最薄弱的地方。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215708423v163f72kujxwco3\"/><p>去年7月方程豹5销量跌入谷底，与此同时，方程豹品牌官方官降5万元拯救豹5销量，其最终结果是喜忧参半，豹5凭借性价比重回4000多辆的月销量，但却对品牌造成了极大的伤害——这也是为何后续定价相对克制的豹8一直不温不火的原因。</p><p>方程豹以个性化走性价比路线无异于是饮鸩止渴，这无形中对比亚迪品牌都产生了一定影响。以比亚迪品牌高端车型汉+唐为例，9月销量2.2万辆，同比下滑40%。用网友的话说，不是汉、唐性价比不高，而是让方程豹定价策略显得挂比亚迪标的汉、唐不值得买了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215711975v163bx6rm3gfi9b\"/><p>与方程豹靠低价策略实现销量增长不同是，坚守高端的腾势品牌却有些踌躇不前。</p><p>腾势D9依然是支撑着整个品牌的销量独苗，得益于新能源MPV市场竞争不那么激烈，所以销量维持得还不错。但其他车型销量却每况愈下，N9单月销量从3个月前的4000多辆跌至2000多辆，Z9同比下滑28%，N7更是月销两位数。</p><p>对高端产品来说，品牌形象有多重要呢？比腾势N9上市更晚的同级精品车型领克900，如今的月销量已经是腾势N9的近3倍。</p><p>数据显示，中国新能源乘用车销量，目前主要集中在15-20万元区间，但今年前8月销量同比增长不到7%，而B级、C级车市场的增长率分别为29%和64%。一定意义上说，新能源乘用车市场未来增长潜力主要集中在高端市场：得高端者才能得天下。</p><p>而产品的高端化，对比亚迪而言，是一个比销量增长更大的考验。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251011215727a45ab3a9&s=b><strong>电动1家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“同比下滑超5%”成为不少媒体报道比亚迪9月销量的标题，并以这是自2024年3月以来的首次同比下滑来进一步佐证比亚迪销量态势的危险。客观说，比亚迪销量下滑没必要放大解读，这是物极必反的规律——尤其是，比亚迪自2021年销量大爆发以来，销量的主要支撑是新能源经济型车型，而随着其他厂商的加入，蛋糕被逐步分走是必然的。2025年9月销量2024年9月销量所以，在9月销量中比亚迪品牌的跌幅最大，同比下滑超...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251011215727a45ab3a9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","01211":"比亚迪股份-一百","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" 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后劲十足，看好你哟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479864133857616","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479164881916280,"gmtCreate":1758001914177,"gmtModify":1758001915954,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ &nbsp;</a>你永远可以相信B站的游戏，永远仆街。","listText":"‌<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ &nbsp;</a>你永远可以相信B站的游戏，永远仆街。","text":"‌$哔哩哔哩-W(09626)$ 你永远可以相信B站的游戏，永远仆街。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/479164881916280","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479160785420456,"gmtCreate":1758001482314,"gmtModify":1758001695052,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"这就做空，他妈的谁玩b站的游戏","listText":"这就做空，他妈的谁玩b站的游戏","text":"这就做空，他妈的谁玩b站的游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479160785420456","repostId":"1142776834","repostType":2,"repost":{"id":"1142776834","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":1757998326,"share":"https://www.laohu8.com/m/news/1142776834?lang=&edition=full","pubTime":"2025-09-16 12:52","market":"hk","language":"zh","title":"港股期权｜美团连涨带来CALL价格飙升，哔哩哔哩认购合约积极布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1142776834","media":"老虎资讯综合","summary":"港股期权半日成交410146张。","content":"<html><head></head><body><p><strong>一、股票期权成交量</strong></p><p>9月16日周二，港股三大指数高开后一度转跌，临近午盘再度回暖，盘中再度刷新阶段性高位。截至午盘，恒生指数涨0.07%，国企指数涨0.1%，恒生科技指数涨0.39%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/019f6027d5b693928138dba1c0829200\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股期权半日成交410146张。其中，阿里巴巴连续第二日位于榜首，期权成交73175张。腾讯、美团、小米、百度等主要科技股紧随其后。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbaa2d2b266872aed5b1876b5d7ebd4f\" title=\"\" tg-width=\"705\" tg-height=\"900\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a> 上午涨逾2%，有望实现两连涨。美团今日官宣肖战成为美团团购代言人。美团团购是一种本地生活服务消费模式，业务范围涵盖餐饮、美容美发、休闲娱乐、酒店住宿、亲子、教育培训等领域。</p><p>此外，美团外卖宣布，将为餐饮新店提供免费线上店舖装修等多项“无忧开店”服务，支持更多餐饮小店建立、运营。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7b2ddb3d7c86d962f16134bd1f0d05\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>上午美团的前十大成交合约中，两份认购合约的行权价为105港元，较现价有约5%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7e7680408076ded65a1b77ad863c14d\" title=\"\" tg-width=\"715\" tg-height=\"401\"/></p><p>部分CALL的成交价格大涨，其中一份本周到期合约，行权价112.5港元，价格飙升1100%。虽然成交量不大，但或许可以代表一种市场态度。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea57d0bcabfb79cb23660c61861c50fc\" title=\"\" tg-width=\"730\" tg-height=\"305\"/></p><p><strong>二、异动观察：</strong></p><p><a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a> 上午一度涨超5%，自9月9日以来涨幅超22%。<strong>官方称策略竞技卡牌新游《三国百将牌》10月即将开启首轮公测，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，令市场期待。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24733cf9f079950ee00e516681d7f5da\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>哔哩哔哩上午的前十大成交中，两张认购合约分别布局245及250港元，较现价有10%以上的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab382bdb2f7e01f291369c4ca070f807\" title=\"\" tg-width=\"855\" tg-height=\"385\"/></p><p>一份月末到期的CALL，成交价格大涨近1000%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ef10190a5149624fe587564f749cc50\" title=\"\" tg-width=\"744\" tg-height=\"240\"/></p><p>您会利用期权工具，参与哔哩哔哩的这波行情吗？</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>港股期权｜美团连涨带来CALL价格飙升，哔哩哔哩认购合约积极布局</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港股期权｜美团连涨带来CALL价格飙升，哔哩哔哩认购合约积极布局\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\">2025-09-16 12:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、股票期权成交量</strong></p><p>9月16日周二，港股三大指数高开后一度转跌，临近午盘再度回暖，盘中再度刷新阶段性高位。截至午盘，恒生指数涨0.07%，国企指数涨0.1%，恒生科技指数涨0.39%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/019f6027d5b693928138dba1c0829200\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股期权半日成交410146张。其中，阿里巴巴连续第二日位于榜首，期权成交73175张。腾讯、美团、小米、百度等主要科技股紧随其后。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbaa2d2b266872aed5b1876b5d7ebd4f\" title=\"\" tg-width=\"705\" tg-height=\"900\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a> 上午涨逾2%，有望实现两连涨。美团今日官宣肖战成为美团团购代言人。美团团购是一种本地生活服务消费模式，业务范围涵盖餐饮、美容美发、休闲娱乐、酒店住宿、亲子、教育培训等领域。</p><p>此外，美团外卖宣布，将为餐饮新店提供免费线上店舖装修等多项“无忧开店”服务，支持更多餐饮小店建立、运营。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7b2ddb3d7c86d962f16134bd1f0d05\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>上午美团的前十大成交合约中，两份认购合约的行权价为105港元，较现价有约5%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7e7680408076ded65a1b77ad863c14d\" title=\"\" tg-width=\"715\" tg-height=\"401\"/></p><p>部分CALL的成交价格大涨，其中一份本周到期合约，行权价112.5港元，价格飙升1100%。虽然成交量不大，但或许可以代表一种市场态度。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea57d0bcabfb79cb23660c61861c50fc\" title=\"\" tg-width=\"730\" tg-height=\"305\"/></p><p><strong>二、异动观察：</strong></p><p><a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a> 上午一度涨超5%，自9月9日以来涨幅超22%。<strong>官方称策略竞技卡牌新游《三国百将牌》10月即将开启首轮公测，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，令市场期待。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24733cf9f079950ee00e516681d7f5da\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>哔哩哔哩上午的前十大成交中，两张认购合约分别布局245及250港元，较现价有10%以上的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab382bdb2f7e01f291369c4ca070f807\" title=\"\" tg-width=\"855\" tg-height=\"385\"/></p><p>一份月末到期的CALL，成交价格大涨近1000%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ef10190a5149624fe587564f749cc50\" title=\"\" tg-width=\"744\" tg-height=\"240\"/></p><p>您会利用期权工具，参与哔哩哔哩的这波行情吗？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"03690":"美团-W","09626":"哔哩哔哩-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142776834","content_text":"一、股票期权成交量9月16日周二，港股三大指数高开后一度转跌，临近午盘再度回暖，盘中再度刷新阶段性高位。截至午盘，恒生指数涨0.07%，国企指数涨0.1%，恒生科技指数涨0.39%。港股期权半日成交410146张。其中，阿里巴巴连续第二日位于榜首，期权成交73175张。腾讯、美团、小米、百度等主要科技股紧随其后。美团-W 上午涨逾2%，有望实现两连涨。美团今日官宣肖战成为美团团购代言人。美团团购是一种本地生活服务消费模式，业务范围涵盖餐饮、美容美发、休闲娱乐、酒店住宿、亲子、教育培训等领域。此外，美团外卖宣布，将为餐饮新店提供免费线上店舖装修等多项“无忧开店”服务，支持更多餐饮小店建立、运营。上午美团的前十大成交合约中，两份认购合约的行权价为105港元，较现价有约5%的涨幅空间。部分CALL的成交价格大涨，其中一份本周到期合约，行权价112.5港元，价格飙升1100%。虽然成交量不大，但或许可以代表一种市场态度。二、异动观察：哔哩哔哩-W 上午一度涨超5%，自9月9日以来涨幅超22%。官方称策略竞技卡牌新游《三国百将牌》10月即将开启首轮公测，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，令市场期待。哔哩哔哩上午的前十大成交中，两张认购合约分别布局245及250港元，较现价有10%以上的涨幅空间。一份月末到期的CALL，成交价格大涨近1000%。您会利用期权工具，参与哔哩哔哩的这波行情吗？","news_type":1,"symbols_score_info":{"03690":1.1,"09626":1.1}},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477755594121696,"gmtCreate":1757649067312,"gmtModify":1757649078724,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a> 80等你","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a> 80等你","text":"$快手-W(01024)$ 80等你","images":[{"img":"https://static.tigerbbs.com/e31183a06bfe2a016c41c9f476b43616","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477755594121696","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":477072357544296,"gmtCreate":1757495384485,"gmtModify":1757495386170,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"说个笑话：B站的游戏","listText":"说个笑话：B站的游戏","text":"说个笑话：B站的游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477072357544296","repostId":"2566411679","repostType":2,"repost":{"id":"2566411679","kind":"news","pubTimestamp":1757494042,"share":"https://www.laohu8.com/m/news/2566411679?lang=&edition=full","pubTime":"2025-09-10 16:47","market":"fut","language":"zh","title":"高盛：引述哔哩哔哩-W(09626)料《三国：百将牌》或成每日活跃用户达百万级别大作 维持目标价205港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2566411679","media":"智通财经","summary":"智通财经APP获悉，高盛发布研报称，哔哩哔哩-W参与了该行的高盛亚太领袖论坛，就游戏产品线与发行时程方面，公司指《三国：百将牌》为非对称策略休闲卡牌游戏，管理层预计将成为每日活跃用户达百万级别的大作，2026年春节期间正式推出；《嘟嘟脸恶作剧》为手机动漫RPG，主打可爱角色，预计今年第四季上线；《逃离鸭科夫》为单人俯视角射击掠夺PC游戏，同样预计今年第四季推出。高盛维持哔哩哔哩“买入”评级及目标价205港元。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布研报称，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>(09626)参与了该行的高盛<a href=\"https://laohu8.com/S/002540\">亚太</a>领袖论坛，就游戏产品线与发行时程方面，公司指《三国：百将牌》为非对称策略休闲卡牌游戏，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，2026年春节期间正式推出；《嘟嘟脸恶作剧》为手机动漫RPG，主打可爱角色，预计今年第四季上线；《逃离鸭科夫》为单人俯视角射击掠夺PC游戏，同样预计今年第四季推出。高盛维持<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>“买入”评级及目标价205港元。</p><p>广告按行业趋势及增长动能方面，哔哩哔哩指上半年游戏行业广告表现稳健，主要游戏发行商于公司平台投放同比增长，小游戏亦有市占。3C数码业务受618购物节与国家补贴带动，第二季增长超预期;家居及家品亦受益于补贴及618期间表现<a href=\"https://laohu8.com/S/LI\">理想</a>，趋势可望延续至年底。</p><p>公司今年首季eCPM(广告每展示一千次的平均收入金额)两位数同比增长，主因广告客户基数扩大、算法优化令转化提升;2025年第二季深度转化占比翻倍，2025下半年将测试AI生成(AIGC)个性化标题与封面，提升广告点击率。</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>高盛：引述哔哩哔哩-W(09626)料《三国：百将牌》或成每日活跃用户达百万级别大作 维持目标价205港元</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高盛：引述哔哩哔哩-W(09626)料《三国：百将牌》或成每日活跃用户达百万级别大作 维持目标价205港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-10 16:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1343619.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，高盛发布研报称，哔哩哔哩-W(09626)参与了该行的高盛亚太领袖论坛，就游戏产品线与发行时程方面，公司指《三国：百将牌》为非对称策略休闲卡牌游戏，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，2026年春节期间正式推出；《嘟嘟脸恶作剧》为手机动漫RPG，主打可爱角色，预计今年第四季上线；《逃离鸭科夫》为单人俯视角射击掠夺PC游戏，同样预计今年第四季推出。高盛维持哔哩...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1343619.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/1343619.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566411679","content_text":"智通财经APP获悉，高盛发布研报称，哔哩哔哩-W(09626)参与了该行的高盛亚太领袖论坛，就游戏产品线与发行时程方面，公司指《三国：百将牌》为非对称策略休闲卡牌游戏，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，2026年春节期间正式推出；《嘟嘟脸恶作剧》为手机动漫RPG，主打可爱角色，预计今年第四季上线；《逃离鸭科夫》为单人俯视角射击掠夺PC游戏，同样预计今年第四季推出。高盛维持哔哩哔哩“买入”评级及目标价205港元。广告按行业趋势及增长动能方面，哔哩哔哩指上半年游戏行业广告表现稳健，主要游戏发行商于公司平台投放同比增长，小游戏亦有市占。3C数码业务受618购物节与国家补贴带动，第二季增长超预期;家居及家品亦受益于补贴及618期间表现理想，趋势可望延续至年底。公司今年首季eCPM(广告每展示一千次的平均收入金额)两位数同比增长，主因广告客户基数扩大、算法优化令转化提升;2025年第二季深度转化占比翻倍，2025下半年将测试AI生成(AIGC)个性化标题与封面，提升广告点击率。","news_type":1,"symbols_score_info":{"09626":1,"BILI":1}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476961907490864,"gmtCreate":1757468161887,"gmtModify":1757468163643,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"有一说一，看好B站的游戏是不是有点搞笑了","listText":"有一说一，看好B站的游戏是不是有点搞笑了","text":"有一说一，看好B站的游戏是不是有点搞笑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476961907490864","repostId":"2566169296","repostType":2,"repost":{"id":"2566169296","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1757431436,"share":"https://www.laohu8.com/m/news/2566169296?lang=&edition=full","pubTime":"2025-09-09 23:23","market":"us","language":"zh","title":"哔哩哔哩盘中涨超8%，机构持续看好游戏板块投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2566169296","media":"金吾财讯","summary":"持续看好游戏板块投资机会。","content":"<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘中涨超8%。消息面上，<a href=\"https://laohu8.com/S/002484\">江海</a>证券发布研报称，今年1-8月国家新闻出版署发布国产网络游戏版号1050个，同比增长23.53%。游戏版号的常态化发放体现监管政策对于游戏产业发展的支持力度在持续加大。游戏板块现金流好，政策支持力度持续加大，且AI游戏研发持续深化；近期游戏板块涨幅明显，市场关注度较高，持续看好游戏板块投资机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623f886fc64ea37baef14bbd2f3b0166\" tg-width=\"560\" tg-height=\"240\"/></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>哔哩哔哩盘中涨超8%，机构持续看好游戏板块投资机会</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哔哩哔哩盘中涨超8%，机构持续看好游戏板块投资机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-09-09 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘中涨超8%。消息面上，<a href=\"https://laohu8.com/S/002484\">江海</a>证券发布研报称，今年1-8月国家新闻出版署发布国产网络游戏版号1050个，同比增长23.53%。游戏版号的常态化发放体现监管政策对于游戏产业发展的支持力度在持续加大。游戏板块现金流好，政策支持力度持续加大，且AI游戏研发持续深化；近期游戏板块涨幅明显，市场关注度较高，持续看好游戏板块投资机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623f886fc64ea37baef14bbd2f3b0166\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dfca12a1e9d541cb46bc6ec6361a60a","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩"},"source_url":"292260","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566169296","content_text":"周二，哔哩哔哩盘中涨超8%。消息面上，江海证券发布研报称，今年1-8月国家新闻出版署发布国产网络游戏版号1050个，同比增长23.53%。游戏版号的常态化发放体现监管政策对于游戏产业发展的支持力度在持续加大。游戏板块现金流好，政策支持力度持续加大，且AI游戏研发持续深化；近期游戏板块涨幅明显，市场关注度较高，持续看好游戏板块投资机会。","news_type":1,"symbols_score_info":{"09626":1,"BILI":1}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476357493960952,"gmtCreate":1757302023760,"gmtModify":1757302024997,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ &nbsp;</a>忍耐，就是想得开，挺得住‌","listText":"‌<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ &nbsp;</a>忍耐，就是想得开，挺得住‌","text":"‌$哔哩哔哩-W(09626)$ 忍耐，就是想得开，挺得住‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476357493960952","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476359494771288,"gmtCreate":1757301991773,"gmtModify":1757301992847,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/06881\">$中国银河(06881)$ &nbsp;</a>拿住不动就完事了","listText":"‌<a href=\"https://laohu8.com/S/06881\">$中国银河(06881)$ &nbsp;</a>拿住不动就完事了","text":"‌$中国银河(06881)$ 拿住不动就完事了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476359494771288","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469463043686640,"gmtCreate":1755588884871,"gmtModify":1755588885887,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ &nbsp;</a>‌还是团团拿的安心","listText":"‌<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ &nbsp;</a>‌还是团团拿的安心","text":"‌$美团-W(03690)$ ‌还是团团拿的安心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469463043686640","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469207933706568,"gmtCreate":1755583541188,"gmtModify":1755583542927,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"到了巴西还内卷，ifood笑嘻了哥们，什么常凯申行为这是","listText":"到了巴西还内卷，ifood笑嘻了哥们，什么常凯申行为这是","text":"到了巴西还内卷，ifood笑嘻了哥们，什么常凯申行为这是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469207933706568","repostId":"2560157182","repostType":2,"repost":{"id":"2560157182","kind":"news","pubTimestamp":1755581700,"share":"https://www.laohu8.com/m/news/2560157182?lang=&edition=full","pubTime":"2025-08-19 13:35","market":"hk","language":"zh","title":"滴滴外卖在巴西搞商户“二选一”，斥资10亿排美团Keeta","url":"https://stock-news.laohu8.com/highlight/detail?id=2560157182","media":"市场资讯","summary":" 据巴西媒体8月14日报道，滴滴旗下巴西外卖业务99Food在当地通过巨额现金预付激励，与商户签订“二选一”排他协议，明确禁止商户与美团/Keeta展开任何形式合作。对此，美团旗下国际外卖品牌Keeta已向当地法院提起诉讼。▲滴滴旗下巴西外卖业务99Food在巴西与商户签署的合作协议中，明确要求商户不得与美团/Keeta展开任何合作。此前，滴滴99Food曾向巴西媒体回应，承认确实与部分餐厅签署了类似的“二选一”排他协议。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>（来源：雷峰网）</p><p cms-style=\"font-L\">据巴西媒体8月14日报道，滴滴旗下巴西外卖业务99Food在当地通过巨额现金预付激励，与商户签订“二选一”排他协议，明确禁止商户与<a href=\"https://laohu8.com/S/MPNGY\">美团</a>/Keeta展开任何形式合作。对此，<a href=\"https://laohu8.com/S/03690\">美团</a>旗下国际外卖品牌Keeta已向当地法院提起诉讼。Keeta称，这些条款的特定设计旨在阻止Keeta进入巴西市场，从而限制竞争并减少创新。</p><div><img src=\"http://n.sinaimg.cn/spider20250819/153/w581h372/20250819/882c-5066ce09102a1b8c88e7e41f1522e25f.jpg\"/><span></span></div><div><img src=\"http://n.sinaimg.cn/spider20250819/186/w660h326/20250819/b46f-c7fb0d4fd9e3f2402f69a6e21cfb529e.jpg\"/><span></span></div><p cms-style=\"font-L\">▲滴滴旗下巴西外卖业务99Food在巴西与商户签署的合作协议中，明确要求商户不得与美团/Keeta展开任何合作。（附葡语和译文）</p><p cms-style=\"font-L\">这是滴滴99Food继高价恶意购买“Keeta”广告词一案被圣保罗法院签发禁令后，再次因不正当竞争被起诉。当地时间8月11日，法院责令99Food三日内停止在Google及类似平台上混淆“Keeta”关键词搜索结果的行为，逾期将处以每日2万雷尔的罚款。</p><div><img src=\"http://n.sinaimg.cn/spider20250819/49/w572h277/20250819/4a19-f1a5ba3d0da4b0189b201f3dd1949fef.jpg\"/><span></span></div><div><img src=\"http://n.sinaimg.cn/spider20250819/716/w342h374/20250819/b842-8ed844be1cc8cb6e5a61b46cb2e6ca53.jpg\"/><span>▲99Food在Google上高价竞购“Keeta”关键词，以混淆其搜索结果，该行为已被巴西当地法院签发禁令。</span></div><p cms-style=\"font-L\">据《圣保罗页报》报道，滴滴99Food目前在当地已接触超过100家餐饮连锁，提供至少9亿雷尔（超10亿元人民币）的预付款换取“二选一”排他协议。但该“二选一”条款主要针对美团/Keeta，而不限制商户与当地外卖巨头iFood的任何合作。</p><p cms-style=\"font-L\">此前，滴滴99Food曾向巴西媒体回应，承认确实与部分餐厅签署了类似的“二选一”排他协议。</p><p cms-style=\"font-L\">据巴西一位自媒体作者6月份爆料，滴滴99Food向一家商户就开出了600万雷尔（约800万元人民币）的现金报价，以获得针对Keeta而不限制iFood的“半独家”协议。99Food此举也被解读为，“先保住第二的位置，再去考虑怎么对抗第一”。</p><p cms-style=\"font-L\">iFood目前是巴西外卖市场的绝对主导者，市场占有率80%。美团和滴滴则均为新进入者，滴滴于今年6月刚刚重启了巴西外卖业务99Food；美团Keeta则于今年5月宣布将在数月内进入巴西，目前尚在业务筹备阶段。</p><div><img src=\"http://n.sinaimg.cn/spider20250819/787/w286h501/20250819/21fd-c3d353bb903938c01823e53f6d0ac9f9.jpg\"/><span>▲巴西外卖市场竞争时间线。</span></div>\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</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>滴滴外卖在巴西搞商户“二选一”，斥资10亿排美团Keeta</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滴滴外卖在巴西搞商户“二选一”，斥资10亿排美团Keeta\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-19 13:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-08-19/doc-infmnxmh1316806.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：雷峰网）据巴西媒体8月14日报道，滴滴旗下巴西外卖业务99Food在当地通过巨额现金预付激励，与商户签订“二选一”排他协议，明确禁止商户与美团/Keeta展开任何形式合作。对此，美团旗下国际外卖品牌Keeta已向当地法院提起诉讼。Keeta称，这些条款的特定设计旨在阻止Keeta进入巴西市场，从而限制竞争并减少创新。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-08-19/doc-infmnxmh1316806.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY  \"A\" (USD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","MPNGY":"美团ADR","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","DIDIY":"DiDi Global Inc.","LU1152091168.USD":"UBS (LUX) EQUITY 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KONG EQUITY \"AD\" INC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0052750758.USD":"富兰克林中国基金A Acc"},"source_url":"https://finance.sina.com.cn/stock/t/2025-08-19/doc-infmnxmh1316806.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2560157182","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：雷峰网）据巴西媒体8月14日报道，滴滴旗下巴西外卖业务99Food在当地通过巨额现金预付激励，与商户签订“二选一”排他协议，明确禁止商户与美团/Keeta展开任何形式合作。对此，美团旗下国际外卖品牌Keeta已向当地法院提起诉讼。Keeta称，这些条款的特定设计旨在阻止Keeta进入巴西市场，从而限制竞争并减少创新。▲滴滴旗下巴西外卖业务99Food在巴西与商户签署的合作协议中，明确要求商户不得与美团/Keeta展开任何合作。（附葡语和译文）这是滴滴99Food继高价恶意购买“Keeta”广告词一案被圣保罗法院签发禁令后，再次因不正当竞争被起诉。当地时间8月11日，法院责令99Food三日内停止在Google及类似平台上混淆“Keeta”关键词搜索结果的行为，逾期将处以每日2万雷尔的罚款。▲99Food在Google上高价竞购“Keeta”关键词，以混淆其搜索结果，该行为已被巴西当地法院签发禁令。据《圣保罗页报》报道，滴滴99Food目前在当地已接触超过100家餐饮连锁，提供至少9亿雷尔（超10亿元人民币）的预付款换取“二选一”排他协议。但该“二选一”条款主要针对美团/Keeta，而不限制商户与当地外卖巨头iFood的任何合作。此前，滴滴99Food曾向巴西媒体回应，承认确实与部分餐厅签署了类似的“二选一”排他协议。据巴西一位自媒体作者6月份爆料，滴滴99Food向一家商户就开出了600万雷尔（约800万元人民币）的现金报价，以获得针对Keeta而不限制iFood的“半独家”协议。99Food此举也被解读为，“先保住第二的位置，再去考虑怎么对抗第一”。iFood目前是巴西外卖市场的绝对主导者，市场占有率80%。美团和滴滴则均为新进入者，滴滴于今年6月刚刚重启了巴西外卖业务99Food；美团Keeta则于今年5月宣布将在数月内进入巴西，目前尚在业务筹备阶段。▲巴西外卖市场竞争时间线。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"03690":1,"DIDIY":1,"METmain":1,"HMTD.SI":0.6,"MPNGY":1}},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":467793798811832,"gmtCreate":1755224406040,"gmtModify":1755224407467,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ &nbsp;</a>‌不知道都在急啥，我是喜欢用小象超市，觉得比盒马和叮咚都好，所以看好美团。","listText":"‌<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ &nbsp;</a>‌不知道都在急啥，我是喜欢用小象超市，觉得比盒马和叮咚都好，所以看好美团。","text":"‌$美团-W(03690)$ ‌不知道都在急啥，我是喜欢用小象超市，觉得比盒马和叮咚都好，所以看好美团。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/467793798811832","isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209107040887092","authorId":"4209107040887092","name":"木木土","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4209107040887092","authorIdStr":"4209107040887092"},"content":"诶 跌的道心破碎哈哈哈","text":"诶 跌的道心破碎哈哈哈","html":"诶 跌的道心破碎哈哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479164881916280,"gmtCreate":1758001914177,"gmtModify":1758001915954,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ &nbsp;</a>你永远可以相信B站的游戏，永远仆街。","listText":"‌<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ &nbsp;</a>你永远可以相信B站的游戏，永远仆街。","text":"‌$哔哩哔哩-W(09626)$ 你永远可以相信B站的游戏，永远仆街。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/479164881916280","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494406931939776,"gmtCreate":1761722953049,"gmtModify":1761722966982,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/BYD.HK 20251030 100.00 PUT\">$BYD.HK 20251030 100.00 PUT$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/BYD.HK 20251030 100.00 PUT\">$BYD.HK 20251030 100.00 PUT$ </a>&nbsp;","text":"$BYD.HK 20251030 100.00 PUT$","images":[{"img":"https://static.tigerbbs.com/0f49f1071405babb112724259eea2655","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494406931939776","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":479160785420456,"gmtCreate":1758001482314,"gmtModify":1758001695052,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"这就做空，他妈的谁玩b站的游戏","listText":"这就做空，他妈的谁玩b站的游戏","text":"这就做空，他妈的谁玩b站的游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479160785420456","repostId":"1142776834","repostType":2,"repost":{"id":"1142776834","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":1757998326,"share":"https://www.laohu8.com/m/news/1142776834?lang=&edition=full","pubTime":"2025-09-16 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src=\"https://static.tigerbbs.com/6e7b2ddb3d7c86d962f16134bd1f0d05\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>上午美团的前十大成交合约中，两份认购合约的行权价为105港元，较现价有约5%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7e7680408076ded65a1b77ad863c14d\" title=\"\" tg-width=\"715\" tg-height=\"401\"/></p><p>部分CALL的成交价格大涨，其中一份本周到期合约，行权价112.5港元，价格飙升1100%。虽然成交量不大，但或许可以代表一种市场态度。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea57d0bcabfb79cb23660c61861c50fc\" title=\"\" tg-width=\"730\" tg-height=\"305\"/></p><p><strong>二、异动观察：</strong></p><p><a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a> 上午一度涨超5%，自9月9日以来涨幅超22%。<strong>官方称策略竞技卡牌新游《三国百将牌》10月即将开启首轮公测，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，令市场期待。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24733cf9f079950ee00e516681d7f5da\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>哔哩哔哩上午的前十大成交中，两张认购合约分别布局245及250港元，较现价有10%以上的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab382bdb2f7e01f291369c4ca070f807\" title=\"\" tg-width=\"855\" tg-height=\"385\"/></p><p>一份月末到期的CALL，成交价格大涨近1000%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ef10190a5149624fe587564f749cc50\" title=\"\" tg-width=\"744\" tg-height=\"240\"/></p><p>您会利用期权工具，参与哔哩哔哩的这波行情吗？</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>港股期权｜美团连涨带来CALL价格飙升，哔哩哔哩认购合约积极布局</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港股期权｜美团连涨带来CALL价格飙升，哔哩哔哩认购合约积极布局\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\">2025-09-16 12:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、股票期权成交量</strong></p><p>9月16日周二，港股三大指数高开后一度转跌，临近午盘再度回暖，盘中再度刷新阶段性高位。截至午盘，恒生指数涨0.07%，国企指数涨0.1%，恒生科技指数涨0.39%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/019f6027d5b693928138dba1c0829200\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>港股期权半日成交410146张。其中，阿里巴巴连续第二日位于榜首，期权成交73175张。腾讯、美团、小米、百度等主要科技股紧随其后。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbaa2d2b266872aed5b1876b5d7ebd4f\" title=\"\" tg-width=\"705\" tg-height=\"900\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a> 上午涨逾2%，有望实现两连涨。美团今日官宣肖战成为美团团购代言人。美团团购是一种本地生活服务消费模式，业务范围涵盖餐饮、美容美发、休闲娱乐、酒店住宿、亲子、教育培训等领域。</p><p>此外，美团外卖宣布，将为餐饮新店提供免费线上店舖装修等多项“无忧开店”服务，支持更多餐饮小店建立、运营。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7b2ddb3d7c86d962f16134bd1f0d05\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>上午美团的前十大成交合约中，两份认购合约的行权价为105港元，较现价有约5%的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7e7680408076ded65a1b77ad863c14d\" title=\"\" tg-width=\"715\" tg-height=\"401\"/></p><p>部分CALL的成交价格大涨，其中一份本周到期合约，行权价112.5港元，价格飙升1100%。虽然成交量不大，但或许可以代表一种市场态度。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea57d0bcabfb79cb23660c61861c50fc\" title=\"\" tg-width=\"730\" tg-height=\"305\"/></p><p><strong>二、异动观察：</strong></p><p><a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a> 上午一度涨超5%，自9月9日以来涨幅超22%。<strong>官方称策略竞技卡牌新游《三国百将牌》10月即将开启首轮公测，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，令市场期待。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24733cf9f079950ee00e516681d7f5da\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>哔哩哔哩上午的前十大成交中，两张认购合约分别布局245及250港元，较现价有10%以上的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab382bdb2f7e01f291369c4ca070f807\" title=\"\" tg-width=\"855\" tg-height=\"385\"/></p><p>一份月末到期的CALL，成交价格大涨近1000%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ef10190a5149624fe587564f749cc50\" title=\"\" tg-width=\"744\" tg-height=\"240\"/></p><p>您会利用期权工具，参与哔哩哔哩的这波行情吗？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"03690":"美团-W","09626":"哔哩哔哩-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142776834","content_text":"一、股票期权成交量9月16日周二，港股三大指数高开后一度转跌，临近午盘再度回暖，盘中再度刷新阶段性高位。截至午盘，恒生指数涨0.07%，国企指数涨0.1%，恒生科技指数涨0.39%。港股期权半日成交410146张。其中，阿里巴巴连续第二日位于榜首，期权成交73175张。腾讯、美团、小米、百度等主要科技股紧随其后。美团-W 上午涨逾2%，有望实现两连涨。美团今日官宣肖战成为美团团购代言人。美团团购是一种本地生活服务消费模式，业务范围涵盖餐饮、美容美发、休闲娱乐、酒店住宿、亲子、教育培训等领域。此外，美团外卖宣布，将为餐饮新店提供免费线上店舖装修等多项“无忧开店”服务，支持更多餐饮小店建立、运营。上午美团的前十大成交合约中，两份认购合约的行权价为105港元，较现价有约5%的涨幅空间。部分CALL的成交价格大涨，其中一份本周到期合约，行权价112.5港元，价格飙升1100%。虽然成交量不大，但或许可以代表一种市场态度。二、异动观察：哔哩哔哩-W 上午一度涨超5%，自9月9日以来涨幅超22%。官方称策略竞技卡牌新游《三国百将牌》10月即将开启首轮公测，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，令市场期待。哔哩哔哩上午的前十大成交中，两张认购合约分别布局245及250港元，较现价有10%以上的涨幅空间。一份月末到期的CALL，成交价格大涨近1000%。您会利用期权工具，参与哔哩哔哩的这波行情吗？","news_type":1,"symbols_score_info":{"03690":1.1,"09626":1.1}},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476961907490864,"gmtCreate":1757468161887,"gmtModify":1757468163643,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"有一说一，看好B站的游戏是不是有点搞笑了","listText":"有一说一，看好B站的游戏是不是有点搞笑了","text":"有一说一，看好B站的游戏是不是有点搞笑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476961907490864","repostId":"2566169296","repostType":2,"repost":{"id":"2566169296","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1757431436,"share":"https://www.laohu8.com/m/news/2566169296?lang=&edition=full","pubTime":"2025-09-09 23:23","market":"us","language":"zh","title":"哔哩哔哩盘中涨超8%，机构持续看好游戏板块投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2566169296","media":"金吾财讯","summary":"持续看好游戏板块投资机会。","content":"<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘中涨超8%。消息面上，<a href=\"https://laohu8.com/S/002484\">江海</a>证券发布研报称，今年1-8月国家新闻出版署发布国产网络游戏版号1050个，同比增长23.53%。游戏版号的常态化发放体现监管政策对于游戏产业发展的支持力度在持续加大。游戏板块现金流好，政策支持力度持续加大，且AI游戏研发持续深化；近期游戏板块涨幅明显，市场关注度较高，持续看好游戏板块投资机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623f886fc64ea37baef14bbd2f3b0166\" tg-width=\"560\" tg-height=\"240\"/></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>哔哩哔哩盘中涨超8%，机构持续看好游戏板块投资机会</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 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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哔哩哔哩盘中涨超8%，机构持续看好游戏板块投资机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-09-09 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘中涨超8%。消息面上，<a href=\"https://laohu8.com/S/002484\">江海</a>证券发布研报称，今年1-8月国家新闻出版署发布国产网络游戏版号1050个，同比增长23.53%。游戏版号的常态化发放体现监管政策对于游戏产业发展的支持力度在持续加大。游戏板块现金流好，政策支持力度持续加大，且AI游戏研发持续深化；近期游戏板块涨幅明显，市场关注度较高，持续看好游戏板块投资机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623f886fc64ea37baef14bbd2f3b0166\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dfca12a1e9d541cb46bc6ec6361a60a","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩"},"source_url":"292260","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566169296","content_text":"周二，哔哩哔哩盘中涨超8%。消息面上，江海证券发布研报称，今年1-8月国家新闻出版署发布国产网络游戏版号1050个，同比增长23.53%。游戏版号的常态化发放体现监管政策对于游戏产业发展的支持力度在持续加大。游戏板块现金流好，政策支持力度持续加大，且AI游戏研发持续深化；近期游戏板块涨幅明显，市场关注度较高，持续看好游戏板块投资机会。","news_type":1,"symbols_score_info":{"09626":1,"BILI":1}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476359494771288,"gmtCreate":1757301991773,"gmtModify":1757301992847,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/06881\">$中国银河(06881)$ &nbsp;</a>拿住不动就完事了","listText":"‌<a href=\"https://laohu8.com/S/06881\">$中国银河(06881)$ &nbsp;</a>拿住不动就完事了","text":"‌$中国银河(06881)$ 拿住不动就完事了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476359494771288","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488443065397536,"gmtCreate":1760275726645,"gmtModify":1760275728981,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"仰望的品牌形象就挺好，高端市场不用愁。","listText":"仰望的品牌形象就挺好，高端市场不用愁。","text":"仰望的品牌形象就挺好，高端市场不用愁。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488443065397536","repostId":"2574966834","repostType":2,"repost":{"id":"2574966834","kind":"news","pubTimestamp":1760189139,"share":"https://www.laohu8.com/m/news/2574966834?lang=&edition=full","pubTime":"2025-10-11 21:25","market":"hk","language":"zh","title":"比亚迪销量下滑不是问题 糟糕的是高端化受阻","url":"https://stock-news.laohu8.com/highlight/detail?id=2574966834","media":"电动1家","summary":"2025年9月销量2024年9月销量所以，在9月销量中比亚迪品牌的跌幅最大，同比下滑超11.4%。之所以比亚迪最终整体销量同比下滑5.5%，是因为方程豹品牌9月销量同比暴增348%，相当于拉了比亚迪品牌一把。而这也是比亚迪目前相比于销量下滑更棘手的问题：高端化受阻。以比亚迪品牌高端车型汉+唐为例，9月销量2.2万辆，同比下滑40%。而产品的高端化，对比亚迪而言，是一个比销量增长更大的考验。","content":"<html><body><article><p>“同比下滑超5%”成为不少媒体报道<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>9月销量的标题，并以这是自2024年3月以来的首次同比下滑来进一步佐证<a href=\"https://laohu8.com/S/002594\">比亚迪</a>销量态势的危险。</p><p>客观说，<a href=\"https://laohu8.com/S/01211\">比亚迪</a>销量下滑没必要放大解读，这是物极必反的规律——尤其是，比亚迪自2021年销量大爆发以来，销量的主要支撑是新能源经济型车型，而随着其他厂商的加入，蛋糕被逐步分走是必然的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215626288v163vlul65ka3z2\"/><p>2025年9月销量</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215641679v163o32688xgxqm\"/><p>2024年9月销量</p><p>所以，在9月销量中比亚迪品牌的跌幅最大，同比下滑超11.4%。之所以比亚迪最终整体销量同比下滑5.5%，是因为方程豹品牌9月销量同比暴增348%，相当于拉了比亚迪品牌一把。</p><p>那方程豹品牌从去年5400多辆一下到今年单月销量24000多辆，这的确巨幅增长了，以至于有人报道称，高端品牌的爆发式增长表明比亚迪从性价比策略转向价值提升策略。</p><p>不过，细看数据可以发现，方程豹增长主要靠钛3和刚刚上市的钛7的<span>拉升</span>，两车9月销量分别为8902辆、8128辆，但要知道的是，钛3和钛7入门车型售价在13万元+、17万元+，是泛经济型车型的价格带。换言之，方程豹品牌开始走性价比路线来争取销量了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215654024v163hm2ytk6c3ho\"/><p>尽管方程豹品牌CEO熊甜波以方程豹并非“硬派越野车品牌而是个性化品牌”来为弱化钛3、钛7以性价比求销量的策略，但不可否认的是，由豹5、豹8建立起来的方程豹的品牌溢价正在被快速稀释。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215657888v163d79t76rbx6s\"/><p>方程豹自诩定位高端品牌，但实际销量的四成是泛15万元车型贡献的，这显然是貌合神离的高端品牌。而这也是比亚迪目前相比于销量下滑更棘手的问题：高端化受阻。</p><p>比亚迪高端化受阻的原因并不复杂，比亚迪形象与产品口碑持续存在较大的争议，尤其是“2023年油箱门事件”爆发以来，越来越多的消费者开始更加理性看比亚迪的技术与产品。尤其是高端车型消费者，他们看重技术、品质的同时，同样看重品牌调性与企业价值观，而在上述方面，恰恰是比亚迪最薄弱的地方。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215708423v163f72kujxwco3\"/><p>去年7月方程豹5销量跌入谷底，与此同时，方程豹品牌官方官降5万元拯救豹5销量，其最终结果是喜忧参半，豹5凭借性价比重回4000多辆的月销量，但却对品牌造成了极大的伤害——这也是为何后续定价相对克制的豹8一直不温不火的原因。</p><p>方程豹以个性化走性价比路线无异于是饮鸩止渴，这无形中对比亚迪品牌都产生了一定影响。以比亚迪品牌高端车型汉+唐为例，9月销量2.2万辆，同比下滑40%。用网友的话说，不是汉、唐性价比不高，而是让方程豹定价策略显得挂比亚迪标的汉、唐不值得买了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215711975v163bx6rm3gfi9b\"/><p>与方程豹靠低价策略实现销量增长不同是，坚守高端的腾势品牌却有些踌躇不前。</p><p>腾势D9依然是支撑着整个品牌的销量独苗，得益于新能源MPV市场竞争不那么激烈，所以销量维持得还不错。但其他车型销量却每况愈下，N9单月销量从3个月前的4000多辆跌至2000多辆，Z9同比下滑28%，N7更是月销两位数。</p><p>对高端产品来说，品牌形象有多重要呢？比腾势N9上市更晚的同级精品车型领克900，如今的月销量已经是腾势N9的近3倍。</p><p>数据显示，中国新能源乘用车销量，目前主要集中在15-20万元区间，但今年前8月销量同比增长不到7%，而B级、C级车市场的增长率分别为29%和64%。一定意义上说，新能源乘用车市场未来增长潜力主要集中在高端市场：得高端者才能得天下。</p><p>而产品的高端化，对比亚迪而言，是一个比销量增长更大的考验。</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\" 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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比亚迪销量下滑不是问题 糟糕的是高端化受阻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-11 21:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251011215727a45ab3a9&s=b><strong>电动1家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“同比下滑超5%”成为不少媒体报道比亚迪9月销量的标题，并以这是自2024年3月以来的首次同比下滑来进一步佐证比亚迪销量态势的危险。客观说，比亚迪销量下滑没必要放大解读，这是物极必反的规律——尤其是，比亚迪自2021年销量大爆发以来，销量的主要支撑是新能源经济型车型，而随着其他厂商的加入，蛋糕被逐步分走是必然的。2025年9月销量2024年9月销量所以，在9月销量中比亚迪品牌的跌幅最大，同比下滑超...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251011215727a45ab3a9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","01211":"比亚迪股份-一百","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" 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href=\"https://laohu8.com/S/LI\">理想</a>，趋势可望延续至年底。</p><p>公司今年首季eCPM(广告每展示一千次的平均收入金额)两位数同比增长，主因广告客户基数扩大、算法优化令转化提升;2025年第二季深度转化占比翻倍，2025下半年将测试AI生成(AIGC)个性化标题与封面，提升广告点击率。</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>高盛：引述哔哩哔哩-W(09626)料《三国：百将牌》或成每日活跃用户达百万级别大作 维持目标价205港元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1343619.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/1343619.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566411679","content_text":"智通财经APP获悉，高盛发布研报称，哔哩哔哩-W(09626)参与了该行的高盛亚太领袖论坛，就游戏产品线与发行时程方面，公司指《三国：百将牌》为非对称策略休闲卡牌游戏，管理层预计将成为每日活跃用户(DAU)达百万级别的大作，2026年春节期间正式推出；《嘟嘟脸恶作剧》为手机动漫RPG，主打可爱角色，预计今年第四季上线；《逃离鸭科夫》为单人俯视角射击掠夺PC游戏，同样预计今年第四季推出。高盛维持哔哩哔哩“买入”评级及目标价205港元。广告按行业趋势及增长动能方面，哔哩哔哩指上半年游戏行业广告表现稳健，主要游戏发行商于公司平台投放同比增长，小游戏亦有市占。3C数码业务受618购物节与国家补贴带动，第二季增长超预期;家居及家品亦受益于补贴及618期间表现理想，趋势可望延续至年底。公司今年首季eCPM(广告每展示一千次的平均收入金额)两位数同比增长，主因广告客户基数扩大、算法优化令转化提升;2025年第二季深度转化占比翻倍，2025下半年将测试AI生成(AIGC)个性化标题与封面，提升广告点击率。","news_type":1,"symbols_score_info":{"09626":1,"BILI":1}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476357493960952,"gmtCreate":1757302023760,"gmtModify":1757302024997,"author":{"id":"3544763760420498","authorId":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544763760420498","authorIdStr":"3544763760420498"},"themes":[],"htmlText":"‌<a 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