昨夜梦见你的个人主页 - 老虎社区

昨夜梦见你

昨夜梦见你

暂无个人介绍

IP属地：北京

1915关注

182粉丝

53主题

0勋章

昨夜梦见你

2022-05-21

$蔚来(NIO)$一会儿就反弹[得意] [爱你]

昨夜梦见你

02-21 23:15

现在港股也挺香啦[财迷] [财迷]

港股收盘(02.20) | 恒指收跌1.1% 马年春晚点燃机器人概念 “大模型双雄”再创新高

昨夜梦见你

02-10

好戏才刚刚开始！[财迷] [财迷]

年销4亿件！"后Labubu时代"，泡泡玛特的高增长能否持续？

昨夜梦见你

02-01

牛逼！

蔚来汽车：1月交付新车27182台，同比增长96.1%

昨夜梦见你

01-29

哥俩好

商务部：用好中美经贸磋商机制，管控分歧、推进合作

昨夜梦见你

01-29

呵呵

港股商业航天概念回暖！我国商业航天将全面实施“155”战略，26年行业将迎多重共振

昨夜梦见你

01-21

千元股！

泡泡玛特再发回购公告，本周斥资近3.5亿港元连续回购股份

昨夜梦见你

01-09

跟疯[财迷] [财迷]

新股首日 | MiniMax飙涨80%，总市值超900亿港元！公司为全球领先AI大模型公司

昨夜梦见你

01-08

胡说八道

脑再生科技续涨逾20%！马斯克宣布脑机接口量产计划叠加政策利好

昨夜梦见你

01-07

今年腰斩！

昨夜梦见你

01-07

哈哈

特朗普：委内瑞拉将向美国交付3000-5000万桶石油

昨夜梦见你

2025-12-10

要出问题了吧

宁德时代：拟发行不超过100亿元债券，用于项目建设、偿还有息负债等

昨夜梦见你

2025-11-26

这么一点点钱吗[笑哭] [笑哭] [笑哭]

名创优品于11月25日耗资约24.59万美元回购5.128万股

昨夜梦见你

2025-11-12

小题大做[笑哭] [笑哭]

1820亿王宁掌舵的泡泡玛特，直播翻车了

昨夜梦见你

2025-11-12

看800！

Labubu曾推动泡泡玛特股价飙升，但Bernstein称现在是时候卖出了

昨夜梦见你

2025-11-05

必须是赌徒型选手！[财迷][财迷][财迷]

昨夜梦见你

2025-11-03

$海马汽车(000572)$ 看来和保时捷合作有新进展啦[吃瓜] [吃瓜]

昨夜梦见你

2025-10-24

$SOLAI Ltd(SLAI)$ 改名就是改命@@你该支棱起来啦[你懂的] [你懂的]

昨夜梦见你

2025-10-20

$BIT Mining(BTCM)$ 今晚重生啦！[财迷] [财迷] [财迷]

昨夜梦见你

2025-10-18

股价到头了

财报前瞻丨特斯拉储能与软件业务持续增长，汽车端价格与相关政策仍是关键变量

昨夜梦见你

2025-10-15

呵呵

老铺黄金涨超6%！小摩指其品牌价值提升趋势明确，重申“增持”评级

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3545737789066182","uuid":"3545737789066182","gmtCreate":1582643766355,"gmtModify":1590668470078,"name":"昨夜梦见你","pinyin":"zymjnzuoyemengjianni","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":182,"headSize":1915,"tweetSize":2021,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":53,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":12,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.16","exceedPercentage":"80.03%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.94%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":13,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":615487075,"gmtCreate":1653065094097,"gmtModify":1653072808365,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一会儿就反弹[得意]&nbsp;[爱你]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一会儿就反弹[得意]&nbsp;[爱你]&nbsp;","text":"$蔚来(NIO)$一会儿就反弹[得意] [爱你]","images":[{"img":"https://static.tigerbbs.com/857988f1b4f1d69452297ffb3b4e7696","width":"1080","height":"1349"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/615487075","isVote":1,"tweetType":1,"viewCount":11363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":535208086697416,"gmtCreate":1771686930657,"gmtModify":1771686932968,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"现在港股也挺香啦[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"现在港股也挺香啦[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"现在港股也挺香啦[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535208086697416","repostId":"2612250948","repostType":2,"repost":{"id":"2612250948","kind":"news","pubTimestamp":1771575873,"share":"https://www.laohu8.com/m/news/2612250948?lang=zh_CN&edition=full","pubTime":"2026-02-20 16:24","market":"fut","language":"zh","title":"港股收盘(02.20) | 恒指收跌1.1% 马年春晚点燃机器人概念 “大模型双雄”再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2612250948","media":"智通财经","summary":"截止收盘，恒生指数跌1.1%或292.59点，报26413.35点，全日成交额为1653.73亿港元；恒生国企指数跌1.22%，报8959.56点；恒生科技指数跌2.91%，报5211.5点。蓝筹股表现中石油领涨蓝筹，截至收盘，涨3.7%，报9.52港元，成交额9.02亿港元，贡献恒指11.57点。马年春晚引爆机器人热潮，松延动力、宇树科技、魔法原子、银河通用四家机器人公司今年分别亮相小品、武术、歌曲及微电影四大类节目。截至收盘，跌5.63%，报2.85港元。","content":"<html><body><p>智通财经APP获悉，春节假期过后，港股迎来马年首个交易日，三大指数今日承压走低，恒科指数大跌近3%。截止收盘，恒生指数跌1.1%或292.59点，报26413.35点，全日成交额为1653.73亿港元；恒生国企指数跌1.22%，报8959.56点；恒生科技指数跌2.91%，报5211.5点。</p><p>香港财政司司长陈茂波今日出席<a href=\"https://laohu8.com/S/00388\">港交所</a>新春开市仪式时致辞称，尽管今年外围环境复杂多变，波动难免，但只要香港坚持自由开放的投资环境和稳定的金融政策，让国际投资者视香港为安全港，继而增加在港配置，同时做好市场基建和风险管理，香港市场必能如骏马般跨越险阻。</p><p><strong>蓝筹股表现</strong></p><p>中石油(00857)领涨蓝筹，截至收盘，涨3.7%，报9.52港元，成交额9.02亿港元，贡献恒指11.57点。中东地缘政治风险急剧升温刺激国际油价走高。此前报道称，特朗普政府正评估对伊朗实施“有限规模”军事打击，目标或为少数军事或政府设施，旨在施压迫使伊朗接受美方核协议条件，行动可能数日内启动，并视后续反应决定是否升级。</p><p>其他蓝筹股方面，<a href=\"https://laohu8.com/S/00012\">恒基地产</a>(00012)涨3%，报33.68港元，贡献恒指2.32点；<a href=\"https://laohu8.com/S/000333\">美的集团</a>(00300)涨2.73%，报94.2港元，贡献恒指2.48点；<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>(09988)跌4.91%，报147.1港元，拖累恒指101.66点；<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(00981)跌3.15%，报67.7港元，拖累恒指15.97点。</p><p><strong>热门板块方面</strong></p><p>盘面上，科网股拖累大市走低，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近5%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超2%。马年春晚引爆机器人热潮，机器人概念股今日爆发，<a href=\"https://laohu8.com/S/02432\">越疆</a>大涨21%；美伊紧张局势骤然升温，石油股涨幅居前；AI大模型概念再度强势，<a href=\"https://laohu8.com/S/02513\">智谱</a>及MINIMAX齐创新高，总市值均突破3000亿港元；存储概念则冲高回落，<a href=\"https://laohu8.com/S/688008\">澜起科技</a>一度涨超8%；电力设备股、医药股等活跃。另一边，影视娱乐、光通信概念股等跌幅居前。</p><p><strong>1. 机器人概念股爆发。</strong>截至收盘，越疆(02432)涨21.4%，报48.44港元；<a href=\"https://laohu8.com/S/00697\">首程控股</a>(00697)涨11.9%，报2.35港元；<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>(02498)涨9.24%，报37.58港元；<a href=\"https://laohu8.com/S/09880\">优必选</a>(09880)涨4.71%，报144.5港元。</p><p>马年春晚引爆机器人热潮，松延动力、宇树科技、魔法原子、<a href=\"https://laohu8.com/S/000806\">银河</a>通用四家机器人公司今年分别亮相小品、武术、歌曲及微电影四大类节目。据悉，一系列精彩的机器人表演不仅吸引了广大观众的关注，引爆社交网络，也带火了平台销售。据<a href=\"https://laohu8.com/S/JD\">京东</a>消息，春晚开播两小时（2月16日20:00-22:00），京东机器人搜索量环比增长超300%，客服问询量增长460%，订单量增长150%。</p><p><a href=\"https://laohu8.com/S/601555\">东吴证券</a>认为，机器人核心能力的长足进步是机器人春晚再度出圈的关键，也是机器人能够真正从实验室走向工厂的关键。21-25年机器人产业链完成从0-1的发展，而展望26年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>&amp;国内头部企业将同时开启大规模量产，开启1-10的新篇章。而在投资标的方面也会进一步收敛，建议关注真正具备量产能力&amp;进链的头部标的。</p><p><strong>2. AI大模型概念走势强劲。</strong>截至收盘，智谱(02513)涨42.72%，报725港元；<a href=\"https://laohu8.com/S/02706\">海致科技集团</a>(02706)涨28.42%，报154.1港元；MINIMAX(00100)涨14.52%，报970港元；<a href=\"https://laohu8.com/S/03317\">迅策</a>(03317)涨12.63%，报79.8港元。</p><p>春节前夕，国产大模型密集“上新”。其中，智谱推出新一代旗舰模型GLM-5，并宣布旗下AI编程订阅套餐GLM Coding Plan涨价，套餐价格整体涨幅自30%起；MiniMax上线旗舰编程模型MiniMax M2.5，且推出了M2.5-Highspeed 版本及 Coding Plan 订阅服务。<a href=\"https://laohu8.com/S/002926\">华西证券</a>表示，从商业化进程来看，国产大模型正逐步由“免费试用、流量优先”的推广阶段，迈向以“付费订阅”为核心的可持续变现阶段。</p><p>值得一提的是，据报道，在完成上一轮5亿美元融资仅一个多月后，月之暗面Kimi新一轮超7亿美元的融资即将完成交割，本轮由阿里、腾讯、五源、九安等老股东联合领投。而其新一轮100-120亿美元估值的融资亦已经开启，照此计算，Kimi最新估值直接翻倍并突破100亿美元大关。而海外方面，OpenAI即将完成新一轮融资，融资金额可能超过1000亿美元。</p><p><strong>3. 石油股普遍上扬。</strong>截至收盘，中石油(00857)涨3.7%，报9.52港元；<a href=\"https://laohu8.com/S/601808\">中海油服</a>(02883)涨3.2%，报10.01港元；中海油(00883)涨2.23%，报25.7港元。</p><p>受美伊可能发生冲突的担忧影响，WTI原油期货周四晚间一度涨超2%，触及每桶66.70美元的盘中高位，创去年8月以来新高。ICE布油盘中涨幅也一度超过2%。据央视新闻报道，当地时间2月19日，美国方面消息称，美国总统特朗普正权衡对伊朗实施一次“有限规模”的初步军事打击，以迫使其接受美国提出的核协议要求。相关知情人士称，若获得授权，该行动可能在数日内展开。当天稍早前，特朗普公开表示，伊朗有“10至15天”的时间达成协议，否则将面临“严重后果”。</p><p><strong>4. 科网股全天承压。</strong>截至收盘，阿里巴巴-W(09988)跌4.91%，报147.1港元；腾讯(00700)跌2.06%，报522港元。</p><p>据第一财经，<a href=\"https://laohu8.com/S/601788\">光大证券</a>国际策略师伍礼贤分析称，科网股依然拖累港股下跌，投资者担忧阿里等公司业务发展，相关个股下跌明显，目前科技股整体并非资金的主要关注焦点，加上缺乏南向资金买入支撑，预期短线港股可能维持继续走弱的态势，恒生指数短线支撑大约在26000点至26200点之间。红蚁资本投资总监李泽铭称，短期来看，科网股依然面临一定下行压力，但随着股价逐步反映利空因素后，或将逐步形成底部。</p><p><strong>热门异动股</strong></p><p><strong>1. 速腾聚创(02498)表现亮眼</strong><strong>。</strong><strong>截至收盘，</strong><strong>涨9.24</strong><strong>%，报</strong><strong>37.58</strong><strong>港元。</strong></p><p>速腾聚创发布盈利预告，2025年全年净亏损同比大幅收窄，其中第四季度盈利不少于人民币6000万元，首次实现单季度盈利，超出管理层此前做出的盈亏平衡预期。速腾聚创表示，业绩增长主要得益于公司在机器人业务领域的相关布局与技术产品优势。</p><p><strong>2. <a href=\"https://laohu8.com/S/600026\">中远海能</a>(01138)再度攀升</strong><strong>。</strong><strong>截至收盘，</strong><strong>涨6.34</strong><strong>%，报</strong><strong>18.29</strong><strong>港元。</strong></p><p>据报道，美国总统特朗普正考虑对伊朗实施一次“有限规模”的军事打击，以迫使其接受美国提出的核协议要求。国泰<a href=\"https://laohu8.com/S/600837\">海通证券</a>发布研报称，2026年以来地缘局势紧张，船东情绪高涨，且有海外船东加大租船控制市场，近期油运运价维持高位。建议关注运价中枢同比上升趋势，预计2026Q1油轮盈利将同比大增数倍。</p><p><strong>3. <a href=\"https://laohu8.com/S/02005\">石四药集团</a>(02005)发盈警</strong><strong>。</strong><strong>截至收盘，</strong><strong>跌5.63</strong><strong>%，报</strong><strong>2.85</strong><strong>港元。</strong></p><p>石四药集团预计2025年度溢利将较上年度的10.61亿港元下降45%-60%。主要由于国内没有大规模流行病发生叠加医保控费导致药品终端销量下降、带量采购范围扩大以及国内外行业竞争加剧带来持续的价格压力以及盐酸溴己<a href=\"https://laohu8.com/S/600596\">新安</a>瓿注射液不再通过国家药品集采销售，导致营业额下降。</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>港股收盘(02.20) | 恒指收跌1.1% 马年春晚点燃机器人概念 “大模型双雄”再创新高</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港股收盘(02.20) | 恒指收跌1.1% 马年春晚点燃机器人概念 “大模型双雄”再创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-20 16:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1406053.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，春节假期过后，港股迎来马年首个交易日，三大指数今日承压走低，恒科指数大跌近3%。截止收盘，恒生指数跌1.1%或292.59点，报26413.35点，全日成交额为1653.73亿港元；恒生国企指数跌1.22%，报8959.56点；恒生科技指数跌2.91%，报5211.5点。香港财政司司长陈茂波今日出席港交所新春开市仪式时致辞称，尽管今年外围环境复杂多变，波动难免，但只要香港坚持...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1406053.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","513600":"恒生指数ETF南方","600026":"中远海能","601857":"中国石油","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK4588":"碎股","LU0823426480.USD":"法巴中国股票经典Dis","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU0106259558.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" ACC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","BK1610":"ETF&股票定投概念","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","BK1575":"同股不同权","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU1568876251.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (USD) INC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","00100":"MINIMAX-WP","02498":"速腾聚创","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1166":"石油与天然气的储存和运输","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","IE00BQJZWZ67.USD":"FRANKLIN MV ASIA PACIFIC EX JAPAN EQUITY GROWTH AND INCOME \"A\" (USD) INC (M) PLUS","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","02833":"恒指ETF","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","IE00B19Z5X02.USD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Acc USD","BK4614":"Manus概念股","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","BK1142":"互联网与直销零售","BK1618":"Manus概念股","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","IE00B0169N27.USD":"STEWARD INVESTORS GLOBAL EMERGING MARKETS LEADERS \"I\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","BK1226":"综合性石油与天然气企业","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","BK1588":"回港中概股","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK1615":"港股-互联网","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0348783662.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USDHDG) INC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","BK1586":"云计算","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK1249":"综合零售","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","BK1584":"蚂蚁金服概念","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","BABA":"阿里巴巴","LU0348783233.USD":"安联东方收入型 CI A Dis美元","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","BK1591":"就地过年概念","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","BK1117":"系统软件","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","02432":"越疆","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0048597586.USD":"富达亚洲焦点A","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","IE00BWDBJ730.SGD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Mdis SGD-H Plus","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","02513":"智谱","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU0608807946.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" Q (USD) INC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU0228659784.USD":"施罗德金砖四国基金","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","BK1535":"港口运输股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU1051768304.USD":"贝莱德新兴市场股票收益A6","SG9999014674.SGD":"Nikko AM All China Equity A SGD","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0048580855.USD":"富达大中华区A","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","BK1517":"云办公","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","02005":"石四药集团","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","00857":"中国石油股份","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK1191":"制药","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK1528":"石油股票概念","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","01138":"中远海能","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","SG9999006514.SGD":"United Asia Consumer Fund SGD","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1048484197.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (HKD) ACC","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","09988":"阿里巴巴-W","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU3063872942.SGD":"FULLERTON LUX FUNDS ASIA EQUITIES \"I\" (SGD) ACC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU2460026573.USD":"abrdn SICAV I -  CHINA NEXT GENERATION \"A\" (USD) ACC","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1183":"工业机械","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","BK1502":"双十一","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","BK1501":"阿里概念股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","SG9999001051.SGD":"United Asia Fund SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","SG9999001689.USD":"施罗德亚洲成长股票","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU1655091459.SGD":"JPM ASIA PACIFIC INCOME \"A\" (SGD) INC A","LU0823426308.USD":"法巴中国股票基金","LU0210527791.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0117844026.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0784639295.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC (M)","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK1608":"元宇宙概念","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1406053.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612250948","content_text":"智通财经APP获悉，春节假期过后，港股迎来马年首个交易日，三大指数今日承压走低，恒科指数大跌近3%。截止收盘，恒生指数跌1.1%或292.59点，报26413.35点，全日成交额为1653.73亿港元；恒生国企指数跌1.22%，报8959.56点；恒生科技指数跌2.91%，报5211.5点。香港财政司司长陈茂波今日出席港交所新春开市仪式时致辞称，尽管今年外围环境复杂多变，波动难免，但只要香港坚持自由开放的投资环境和稳定的金融政策，让国际投资者视香港为安全港，继而增加在港配置，同时做好市场基建和风险管理，香港市场必能如骏马般跨越险阻。蓝筹股表现中石油(00857)领涨蓝筹，截至收盘，涨3.7%，报9.52港元，成交额9.02亿港元，贡献恒指11.57点。中东地缘政治风险急剧升温刺激国际油价走高。此前报道称，特朗普政府正评估对伊朗实施“有限规模”军事打击，目标或为少数军事或政府设施，旨在施压迫使伊朗接受美方核协议条件，行动可能数日内启动，并视后续反应决定是否升级。其他蓝筹股方面，恒基地产(00012)涨3%，报33.68港元，贡献恒指2.32点；美的集团(00300)涨2.73%，报94.2港元，贡献恒指2.48点；阿里巴巴-W(09988)跌4.91%，报147.1港元，拖累恒指101.66点；中芯国际(00981)跌3.15%，报67.7港元，拖累恒指15.97点。热门板块方面盘面上，科网股拖累大市走低，阿里巴巴跌近5%，腾讯跌超2%。马年春晚引爆机器人热潮，机器人概念股今日爆发，越疆大涨21%；美伊紧张局势骤然升温，石油股涨幅居前；AI大模型概念再度强势，智谱及MINIMAX齐创新高，总市值均突破3000亿港元；存储概念则冲高回落，澜起科技一度涨超8%；电力设备股、医药股等活跃。另一边，影视娱乐、光通信概念股等跌幅居前。1. 机器人概念股爆发。截至收盘，越疆(02432)涨21.4%，报48.44港元；首程控股(00697)涨11.9%，报2.35港元；速腾聚创(02498)涨9.24%，报37.58港元；优必选(09880)涨4.71%，报144.5港元。马年春晚引爆机器人热潮，松延动力、宇树科技、魔法原子、银河通用四家机器人公司今年分别亮相小品、武术、歌曲及微电影四大类节目。据悉，一系列精彩的机器人表演不仅吸引了广大观众的关注，引爆社交网络，也带火了平台销售。据京东消息，春晚开播两小时（2月16日20:00-22:00），京东机器人搜索量环比增长超300%，客服问询量增长460%，订单量增长150%。东吴证券认为，机器人核心能力的长足进步是机器人春晚再度出圈的关键，也是机器人能够真正从实验室走向工厂的关键。21-25年机器人产业链完成从0-1的发展，而展望26年特斯拉&国内头部企业将同时开启大规模量产，开启1-10的新篇章。而在投资标的方面也会进一步收敛，建议关注真正具备量产能力&进链的头部标的。2. AI大模型概念走势强劲。截至收盘，智谱(02513)涨42.72%，报725港元；海致科技集团(02706)涨28.42%，报154.1港元；MINIMAX(00100)涨14.52%，报970港元；迅策(03317)涨12.63%，报79.8港元。春节前夕，国产大模型密集“上新”。其中，智谱推出新一代旗舰模型GLM-5，并宣布旗下AI编程订阅套餐GLM Coding Plan涨价，套餐价格整体涨幅自30%起；MiniMax上线旗舰编程模型MiniMax M2.5，且推出了M2.5-Highspeed 版本及 Coding Plan 订阅服务。华西证券表示，从商业化进程来看，国产大模型正逐步由“免费试用、流量优先”的推广阶段，迈向以“付费订阅”为核心的可持续变现阶段。值得一提的是，据报道，在完成上一轮5亿美元融资仅一个多月后，月之暗面Kimi新一轮超7亿美元的融资即将完成交割，本轮由阿里、腾讯、五源、九安等老股东联合领投。而其新一轮100-120亿美元估值的融资亦已经开启，照此计算，Kimi最新估值直接翻倍并突破100亿美元大关。而海外方面，OpenAI即将完成新一轮融资，融资金额可能超过1000亿美元。3. 石油股普遍上扬。截至收盘，中石油(00857)涨3.7%，报9.52港元；中海油服(02883)涨3.2%，报10.01港元；中海油(00883)涨2.23%，报25.7港元。受美伊可能发生冲突的担忧影响，WTI原油期货周四晚间一度涨超2%，触及每桶66.70美元的盘中高位，创去年8月以来新高。ICE布油盘中涨幅也一度超过2%。据央视新闻报道，当地时间2月19日，美国方面消息称，美国总统特朗普正权衡对伊朗实施一次“有限规模”的初步军事打击，以迫使其接受美国提出的核协议要求。相关知情人士称，若获得授权，该行动可能在数日内展开。当天稍早前，特朗普公开表示，伊朗有“10至15天”的时间达成协议，否则将面临“严重后果”。4. 科网股全天承压。截至收盘，阿里巴巴-W(09988)跌4.91%，报147.1港元；腾讯(00700)跌2.06%，报522港元。据第一财经，光大证券国际策略师伍礼贤分析称，科网股依然拖累港股下跌，投资者担忧阿里等公司业务发展，相关个股下跌明显，目前科技股整体并非资金的主要关注焦点，加上缺乏南向资金买入支撑，预期短线港股可能维持继续走弱的态势，恒生指数短线支撑大约在26000点至26200点之间。红蚁资本投资总监李泽铭称，短期来看，科网股依然面临一定下行压力，但随着股价逐步反映利空因素后，或将逐步形成底部。热门异动股1. 速腾聚创(02498)表现亮眼。截至收盘，涨9.24%，报37.58港元。速腾聚创发布盈利预告，2025年全年净亏损同比大幅收窄，其中第四季度盈利不少于人民币6000万元，首次实现单季度盈利，超出管理层此前做出的盈亏平衡预期。速腾聚创表示，业绩增长主要得益于公司在机器人业务领域的相关布局与技术产品优势。2. 中远海能(01138)再度攀升。截至收盘，涨6.34%，报18.29港元。据报道，美国总统特朗普正考虑对伊朗实施一次“有限规模”的军事打击，以迫使其接受美国提出的核协议要求。国泰海通证券发布研报称，2026年以来地缘局势紧张，船东情绪高涨，且有海外船东加大租船控制市场，近期油运运价维持高位。建议关注运价中枢同比上升趋势，预计2026Q1油轮盈利将同比大增数倍。3. 石四药集团(02005)发盈警。截至收盘，跌5.63%，报2.85港元。石四药集团预计2025年度溢利将较上年度的10.61亿港元下降45%-60%。主要由于国内没有大规模流行病发生叠加医保控费导致药品终端销量下降、带量采购范围扩大以及国内外行业竞争加剧带来持续的价格压力以及盐酸溴己新安瓿注射液不再通过国家药品集采销售，导致营业额下降。","news_type":1,"symbols_score_info":{"89988":0.6,"513600":0.6,"600026":1.85,"601857":1.88,"00100":1.89,"02513":1.92,"09988":1.86,"02498":1.87,"HHImain":0.6,"HBBD.SI":0.6,"MCHmain":0.6,"00857":1.88,"02833":0.6,"02432":1.91,"01138":1.85,"ALBmain":0.6,"02005":1.84,"BABA":1.86}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531146312151288,"gmtCreate":1770695363151,"gmtModify":1770695365877,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"好戏才刚刚开始！[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"好戏才刚刚开始！[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"好戏才刚刚开始！[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531146312151288","repostId":"2610691900","repostType":2,"repost":{"id":"2610691900","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":1770693610,"share":"https://www.laohu8.com/m/news/2610691900?lang=zh_CN&edition=full","pubTime":"2026-02-10 11:20","market":"hk","language":"zh","title":"年销4亿件！\"后Labubu时代\"，泡泡玛特的高增长能否持续？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610691900","media":"华尔街见闻","summary":"汇丰表示，“Labubu带来的超高速增长会褪去，但平台能力会延续”，并将2026年定义为“再定基”的一年。瑞银认为，销量数据有助于缓解市场对单一爆款依赖的担忧，同时新IP Twinkle在2026年初开局强劲，为增长接力提供观察窗口。汇丰将泡泡玛特目标价从392.5港元下调至354港元，瑞银维持326港元，两家机构均维持“买入”。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>2月9日公告显示，2025年公司全IP、全品类产品全球销量超过4亿件，其中THE MONSTERS 全品类产品全球销量超过1亿件。</p>\n<p>泡泡玛特2025年经历了典型的“单一超级IP+品类突破”式放量，营收同比接近三倍扩张，核心推力来自Labubu全球出圈，以及毛绒玩具显著放大IP变现效率，最新的经营数据把市场关注点推向“爆款之后”。</p>\n<p>据追风交易台，<strong><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>环球研究分析师Lina Yan在报告中判断，“Labubu带来的超高速增长会褪去，但平台能力会延续”，并将2026年定义为“再定基”的一年。瑞银认为，数据有助于缓解市场对单一爆款依赖的担忧，同时新IP Twinkle在2026年初开局强劲，为增长接力提供观察窗口。</strong></p>\n<p>汇丰将泡泡玛特目标价从392.5港元下调至354港元，瑞银维持326港元，两家机构均维持“买入”。在2月9日收盘价257.2港元附近计算，对应隐含上行空间分别约38%与26.7%，但共同的前提是，2025年的爆发式增长难以原样复刻。</p>\n<p>对投资者而言，关键变量正在从“抢购式加速”转向“常态零售扩张+新品节奏”。汇丰下调2026年收入与利润增速预测，指向会员复购强度回落与增速降档，但也强调估值已在一定程度上计入IP生命周期风险，后续更看重新品孵化与全球化落地的执行力。</p>\n<div>\n<h2>2025拆解：Labubu与毛绒“推翻重来”，但底盘并非空心</h2>\n</div>\n<p>汇丰将2025年高增长拆解为两根杠杆。按IP拆分，The Monsters（Labubu）收入同比约+582%，收入贡献被估算抬升至47%（此前约23%）。按品类拆分，毛绒玩具收入同比约+720%，贡献抬升至60%（此前约22%）。这使得泡泡玛特的增长更接近消费品意义上的爆款周期，即IP热度叠加新品类放量，带来更高频、更高客单、也更易传播的产品形态。</p>\n<p>但汇丰同样强调“剔除爆款后的底盘”。其估算口径下，剔除The Monsters后，<strong>2025年收入仍同比增长约106%，剔除毛绒后，收入仍同比增长约51%。这意味着，2025年的增量高度集中，但公司原有业务盘子并未停滞。</strong></p>\n<p>在中国内地，最容易被忽略的增量来源是复购会员ARPU。汇丰称，2025年内地收入增长中，复购会员（年购买次数&gt;2次）的ARPU提升贡献“接近一半”。结构数据指向“供给偏紧”阶段的强购买强度：2025年内地会员贡献销售占比约91%，重复购买占比约55.8%，重复购买人群贡献销售占比约83%。这种由紧缺驱动的斜率，决定了后续一旦供需错配缓解，增速下台阶几乎是逻辑必然。</p>\n<div>\n<h2>2026再定基：ARPU正常化，增长回到“扩张年”框架</h2>\n</div>\n<p><strong>汇丰对2026年的核心判断是，“rush-to-buy”效应退潮后，复购会员ARPU将正常化，从而把增长从爆发状态拉回零售扩张的常态轨道。</strong>基于这一变化，汇丰将2026年营收增速预测从30.6%下调至23.7%，净利润增速预测从29.1%下调至21.3%，并削减2026-2027年盈利预测11%-13%。目标价下调主要来自盈利预测下修，而非估值框架推翻，其DCF关键假设WACC 10%、永续增长率3%保持不变。</p>\n<p>在区域结构上，汇丰预计2026年PRC收入增速约13.0%，海外约35.7%。海外被视为对冲国内ARPU回落的核心缓冲垫，但逻辑也从“起量”走向“铺开”，更依赖线下点位执行：海外零售POS数量预计从2025年的218增至2026年的331。对市场而言，这意味着增长的可见度更取决于选址、供给匹配、爆品节奏与本地化运营等细节。</p>\n<p>风险也因此更偏“执行侧”。汇丰点名的扰动包括供应链跟不上需求、黄牛加价挤出真实消费者、股东配售带来短期股价压力、仿品影响品牌、与合作艺术家的独家授权续约风险，以及进入新业务/并购导致资本错配，另有竞争加剧与线下客流扰动等行业层面风险。</p>\n<div>\n<h2>估值与接力：新IP能否补上“后Labubu”增长缺口</h2>\n</div>\n<p>在估值层面，汇丰认为市场已在用估值压缩消化“Labubu生命周期风险”。其依据是，自2025年初以来，公司一年期前瞻EPS上升约394%，但基于一致预期的一年期前瞻PE较2025年平均水平回落约45%，较2025年峰值回落约65%。在这一背景下，汇丰更关注“平台能力”是否能持续孵化并全球化新IP，而非单纯押注爆款热度延长。</p>\n<p><strong>瑞银的“接力观察”集中在新品与海外互动。</strong>其指出，新推IP Twinkle在2026年初表现强劲，情人节款在天猫和抖音分别售出3万件和4.6万件以上，春节款毛绒玩具在天猫首发当日售出超过2万件。海外方面，Skull Panda x 小马宝莉联名系列在北美官网配送到家渠道售罄，Instagram预告获46万点赞。瑞银同时提示，美国等海外市场仍需加强消费者互动、本土IP与品牌建设，海外新员工比例较高、用户对多个IP的认知仍在培育。</p>\n<p>两家机构均将后续数据视为验证点。瑞银称，年报及2026年一季度销售数据将用于检验中国与海外市场，尤其是美国市场的环比表现。对于投资者而言，“后Labubu时代”的核心问题不在于2025是否<a href=\"https://laohu8.com/S/002296\">辉煌</a>，而在于2026起能否用新品<a href=\"https://laohu8.com/S/301365\">矩阵</a>、海外点位扩张与更可持续的会员经营，接住从爆发到常态的增长切换。</p>\n</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>年销4亿件！\"后Labubu时代\"，泡泡玛特的高增长能否持续？</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年销4亿件！\"后Labubu时代\"，泡泡玛特的高增长能否持续？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-10 11:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765358><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>泡泡玛特2月9日公告显示，2025年公司全IP、全品类产品全球销量超过4亿件，其中THE MONSTERS 全品类产品全球销量超过1亿件。\n泡泡玛特2025年经历了典型的“单一超级IP+品类突破”式放量，营收同比接近三倍扩张，核心推力来自Labubu全球出圈，以及毛绒玩具显著放大IP变现效率，最新的经营数据把市场关注点推向“爆款之后”。\n据追风交易台，汇丰环球研究分析师Lina Yan在报告中判断...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765358\">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/885447e000f5e02536cd166eeda13f45","relate_stocks":{"LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1224":"专卖店","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","09992":"泡泡玛特","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU0359201612.USD":"贝莱德中国基金A2","SG9999002950.SGD":"United Asian Growth Opportunities SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC"},"source_url":"https://wallstreetcn.com/articles/3765358","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610691900","content_text":"泡泡玛特2月9日公告显示，2025年公司全IP、全品类产品全球销量超过4亿件，其中THE MONSTERS 全品类产品全球销量超过1亿件。\n泡泡玛特2025年经历了典型的“单一超级IP+品类突破”式放量，营收同比接近三倍扩张，核心推力来自Labubu全球出圈，以及毛绒玩具显著放大IP变现效率，最新的经营数据把市场关注点推向“爆款之后”。\n据追风交易台，汇丰环球研究分析师Lina Yan在报告中判断，“Labubu带来的超高速增长会褪去，但平台能力会延续”，并将2026年定义为“再定基”的一年。瑞银认为，数据有助于缓解市场对单一爆款依赖的担忧，同时新IP Twinkle在2026年初开局强劲，为增长接力提供观察窗口。\n汇丰将泡泡玛特目标价从392.5港元下调至354港元，瑞银维持326港元，两家机构均维持“买入”。在2月9日收盘价257.2港元附近计算，对应隐含上行空间分别约38%与26.7%，但共同的前提是，2025年的爆发式增长难以原样复刻。\n对投资者而言，关键变量正在从“抢购式加速”转向“常态零售扩张+新品节奏”。汇丰下调2026年收入与利润增速预测，指向会员复购强度回落与增速降档，但也强调估值已在一定程度上计入IP生命周期风险，后续更看重新品孵化与全球化落地的执行力。\n\n2025拆解：Labubu与毛绒“推翻重来”，但底盘并非空心\n\n汇丰将2025年高增长拆解为两根杠杆。按IP拆分，The Monsters（Labubu）收入同比约+582%，收入贡献被估算抬升至47%（此前约23%）。按品类拆分，毛绒玩具收入同比约+720%，贡献抬升至60%（此前约22%）。这使得泡泡玛特的增长更接近消费品意义上的爆款周期，即IP热度叠加新品类放量，带来更高频、更高客单、也更易传播的产品形态。\n但汇丰同样强调“剔除爆款后的底盘”。其估算口径下，剔除The Monsters后，2025年收入仍同比增长约106%，剔除毛绒后，收入仍同比增长约51%。这意味着，2025年的增量高度集中，但公司原有业务盘子并未停滞。\n在中国内地，最容易被忽略的增量来源是复购会员ARPU。汇丰称，2025年内地收入增长中，复购会员（年购买次数>2次）的ARPU提升贡献“接近一半”。结构数据指向“供给偏紧”阶段的强购买强度：2025年内地会员贡献销售占比约91%，重复购买占比约55.8%，重复购买人群贡献销售占比约83%。这种由紧缺驱动的斜率，决定了后续一旦供需错配缓解，增速下台阶几乎是逻辑必然。\n\n2026再定基：ARPU正常化，增长回到“扩张年”框架\n\n汇丰对2026年的核心判断是，“rush-to-buy”效应退潮后，复购会员ARPU将正常化，从而把增长从爆发状态拉回零售扩张的常态轨道。基于这一变化，汇丰将2026年营收增速预测从30.6%下调至23.7%，净利润增速预测从29.1%下调至21.3%，并削减2026-2027年盈利预测11%-13%。目标价下调主要来自盈利预测下修，而非估值框架推翻，其DCF关键假设WACC 10%、永续增长率3%保持不变。\n在区域结构上，汇丰预计2026年PRC收入增速约13.0%，海外约35.7%。海外被视为对冲国内ARPU回落的核心缓冲垫，但逻辑也从“起量”走向“铺开”，更依赖线下点位执行：海外零售POS数量预计从2025年的218增至2026年的331。对市场而言，这意味着增长的可见度更取决于选址、供给匹配、爆品节奏与本地化运营等细节。\n风险也因此更偏“执行侧”。汇丰点名的扰动包括供应链跟不上需求、黄牛加价挤出真实消费者、股东配售带来短期股价压力、仿品影响品牌、与合作艺术家的独家授权续约风险，以及进入新业务/并购导致资本错配，另有竞争加剧与线下客流扰动等行业层面风险。\n\n估值与接力：新IP能否补上“后Labubu”增长缺口\n\n在估值层面，汇丰认为市场已在用估值压缩消化“Labubu生命周期风险”。其依据是，自2025年初以来，公司一年期前瞻EPS上升约394%，但基于一致预期的一年期前瞻PE较2025年平均水平回落约45%，较2025年峰值回落约65%。在这一背景下，汇丰更关注“平台能力”是否能持续孵化并全球化新IP，而非单纯押注爆款热度延长。\n瑞银的“接力观察”集中在新品与海外互动。其指出，新推IP Twinkle在2026年初表现强劲，情人节款在天猫和抖音分别售出3万件和4.6万件以上，春节款毛绒玩具在天猫首发当日售出超过2万件。海外方面，Skull Panda x 小马宝莉联名系列在北美官网配送到家渠道售罄，Instagram预告获46万点赞。瑞银同时提示，美国等海外市场仍需加强消费者互动、本土IP与品牌建设，海外新员工比例较高、用户对多个IP的认知仍在培育。\n两家机构均将后续数据视为验证点。瑞银称，年报及2026年一季度销售数据将用于检验中国与海外市场，尤其是美国市场的环比表现。对于投资者而言，“后Labubu时代”的核心问题不在于2025是否辉煌，而在于2026起能否用新品矩阵、海外点位扩张与更可持续的会员经营，接住从爆发到常态的增长切换。","news_type":1,"symbols_score_info":{"09992":1.98}},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528024404242680,"gmtCreate":1769933098258,"gmtModify":1769933294463,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"牛逼！","listText":"牛逼！","text":"牛逼！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528024404242680","repostId":"1111888543","repostType":2,"repost":{"id":"1111888543","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":1769932973,"share":"https://www.laohu8.com/m/news/1111888543?lang=zh_CN&edition=full","pubTime":"2026-02-01 16:02","market":"us","language":"zh","title":"蔚来汽车：1月交付新车27182台，同比增长96.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111888543","media":"老虎资讯综合","summary":"2月1日，蔚来汽车：2026年1月，蔚来公司交付新车27182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1024774台。","content":"<html><head></head><body><p>2月1日，蔚来汽车：2026年1月，蔚来公司交付新车27182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1024774台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8fb69fd1b35ab7b7043b99442f86ea\" tg-width=\"690\" tg-height=\"1455\"/></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>蔚来汽车：1月交付新车27182台，同比增长96.1%</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蔚来汽车：1月交付新车27182台，同比增长96.1%\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\">2026-02-01 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月1日，蔚来汽车：2026年1月，蔚来公司交付新车27182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1024774台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce8fb69fd1b35ab7b7043b99442f86ea\" tg-width=\"690\" tg-height=\"1455\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来","NIOG":"2倍做多NIO ETF-Leverage Shares","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111888543","content_text":"2月1日，蔚来汽车：2026年1月，蔚来公司交付新车27182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1024774台。","news_type":1,"symbols_score_info":{"NIO.SI":2,"NIO":2,"NIOG":1,"09866":2}},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527003145008328,"gmtCreate":1769671015353,"gmtModify":1769671017814,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"哥俩好","listText":"哥俩好","text":"哥俩好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527003145008328","repostId":"1119001632","repostType":2,"repost":{"id":"1119001632","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":1769670790,"share":"https://www.laohu8.com/m/news/1119001632?lang=zh_CN&edition=full","pubTime":"2026-01-29 15:13","market":"hk","language":"zh","title":"商务部：用好中美经贸磋商机制，管控分歧、推进合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1119001632","media":"老虎资讯综合","summary":"中美双方有机会开启新一轮经贸谈判。","content":"<html><head></head><body><p>商务部1月29日举行例行新闻发布会。有记者提问：美国贸易代表日前在达沃斯表示，在可能举行的中美领导人会晤之前，中美双方有机会开启新一轮经贸谈判。请问商务部对此有何评论？</p><p>商务部新闻发言人何咏前表示：2025年，在中美两国元首战略引领下，中美双方秉持平等、尊重和互惠的精神，先后开展了五轮经贸磋商，取得一系列积极成果，充分证明中美双方通过平等对话磋商，能够找到解决经贸分歧的办法。两国元首釜山会晤后，双方通过中美经贸磋商机制在各层级持续保持沟通，共同推动落实元首会晤重要共识和吉隆坡经贸磋商成果。<strong>下一步，中方愿与美方共同维护好、落实好两国元首重要共识，用好中美经贸磋商机制，管控分歧、推进合作，促进中美经贸关系稳定、健康、可持续发展。</strong>（新华社）</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>商务部：用好中美经贸磋商机制，管控分歧、推进合作</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商务部：用好中美经贸磋商机制，管控分歧、推进合作\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\">2026-01-29 15:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>商务部1月29日举行例行新闻发布会。有记者提问：美国贸易代表日前在达沃斯表示，在可能举行的中美领导人会晤之前，中美双方有机会开启新一轮经贸谈判。请问商务部对此有何评论？</p><p>商务部新闻发言人何咏前表示：2025年，在中美两国元首战略引领下，中美双方秉持平等、尊重和互惠的精神，先后开展了五轮经贸磋商，取得一系列积极成果，充分证明中美双方通过平等对话磋商，能够找到解决经贸分歧的办法。两国元首釜山会晤后，双方通过中美经贸磋商机制在各层级持续保持沟通，共同推动落实元首会晤重要共识和吉隆坡经贸磋商成果。<strong>下一步，中方愿与美方共同维护好、落实好两国元首重要共识，用好中美经贸磋商机制，管控分歧、推进合作，促进中美经贸关系稳定、健康、可持续发展。</strong>（新华社）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f4805c2ec680e06985202e3f0973cd8c","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119001632","content_text":"商务部1月29日举行例行新闻发布会。有记者提问：美国贸易代表日前在达沃斯表示，在可能举行的中美领导人会晤之前，中美双方有机会开启新一轮经贸谈判。请问商务部对此有何评论？商务部新闻发言人何咏前表示：2025年，在中美两国元首战略引领下，中美双方秉持平等、尊重和互惠的精神，先后开展了五轮经贸磋商，取得一系列积极成果，充分证明中美双方通过平等对话磋商，能够找到解决经贸分歧的办法。两国元首釜山会晤后，双方通过中美经贸磋商机制在各层级持续保持沟通，共同推动落实元首会晤重要共识和吉隆坡经贸磋商成果。下一步，中方愿与美方共同维护好、落实好两国元首重要共识，用好中美经贸磋商机制，管控分歧、推进合作，促进中美经贸关系稳定、健康、可持续发展。（新华社）","news_type":1,"symbols_score_info":{"399001":2,"399006":2,"000001.SH":2}},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526952858703112,"gmtCreate":1769658739525,"gmtModify":1769658742298,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"呵呵","listText":"呵呵","text":"呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526952858703112","repostId":"1120686353","repostType":2,"repost":{"id":"1120686353","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":1769658051,"share":"https://www.laohu8.com/m/news/1120686353?lang=zh_CN&edition=full","pubTime":"2026-01-29 11:40","market":"hk","language":"zh","title":"港股商业航天概念回暖！我国商业航天将全面实施“155”战略，26年行业将迎多重共振","url":"https://stock-news.laohu8.com/highlight/detail?id=1120686353","media":"老虎资讯综合","summary":"1月29日，港股商业航天概念回暖，$钧达股份$涨超12%，$亚太卫星$涨超5%，$中国技术集团$涨超3%。中国航天科技集团还表示，我国商业航天将全面实施“155”战略，“1”就是锚定一流目标。$东吴证券$指出，步入2026年，行业将迎来技术闭环、订单释放与资本溢价的多重共振。","content":"<html><head></head><body><p>1月29日，港股商业航天概念回暖，<a href=\"https://laohu8.com/S/002865\">钧达股份</a>涨超12%，<a href=\"https://laohu8.com/S/01045\">亚太卫星</a>涨超5%，<a href=\"https://laohu8.com/S/01725\">中国技术集团</a>涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5772c5f2135c9a0e44c283b6b8c89e3e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">消息面上，1月29日，据央视新闻报道，中国<a href=\"https://laohu8.com/S/000901\">航天科技</a>集团今日表示，我国商业航天已奠定坚实的发展基础。未来十年，是我国加快建设航天强国、发展新质生产力的“关键十年”，“十五五”更是关键时期。中国航天科技集团还表示，我国商业航天将全面实施“155”战略，“1”就是锚定一流目标。以“五个一流”为标准，<a href=\"https://laohu8.com/S/01630\">建成</a>技术先进、产品卓越、供给强健、服务优质的商业航天器及应用产业链。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>指出，步入2026年，行业将迎来技术闭环、订单释放与资本溢价的多重共振。随着长征十号甲、朱雀三号遥二等可回收火箭进入密集首飞期，叠加SpaceX星舰V3于2026Q1的试飞压力，中国商业航天正被迫进入“加速追赶”的战略快车道，确立了其作为国家级战略新兴产业的独特性。2025年全球商业航天市场规模预计突破5000亿美元，2030年预计达到8000亿美元，2025-2030年CAGR约10%。</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>港股商业航天概念回暖！我国商业航天将全面实施“155”战略，26年行业将迎多重共振</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港股商业航天概念回暖！我国商业航天将全面实施“155”战略，26年行业将迎多重共振\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\">2026-01-29 11:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月29日，港股商业航天概念回暖，<a href=\"https://laohu8.com/S/002865\">钧达股份</a>涨超12%，<a href=\"https://laohu8.com/S/01045\">亚太卫星</a>涨超5%，<a href=\"https://laohu8.com/S/01725\">中国技术集团</a>涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5772c5f2135c9a0e44c283b6b8c89e3e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">消息面上，1月29日，据央视新闻报道，中国<a href=\"https://laohu8.com/S/000901\">航天科技</a>集团今日表示，我国商业航天已奠定坚实的发展基础。未来十年，是我国加快建设航天强国、发展新质生产力的“关键十年”，“十五五”更是关键时期。中国航天科技集团还表示，我国商业航天将全面实施“155”战略，“1”就是锚定一流目标。以“五个一流”为标准，<a href=\"https://laohu8.com/S/01630\">建成</a>技术先进、产品卓越、供给强健、服务优质的商业航天器及应用产业链。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/601555\">东吴证券</a>指出，步入2026年，行业将迎来技术闭环、订单释放与资本溢价的多重共振。随着长征十号甲、朱雀三号遥二等可回收火箭进入密集首飞期，叠加SpaceX星舰V3于2026Q1的试飞压力，中国商业航天正被迫进入“加速追赶”的战略快车道，确立了其作为国家级战略新兴产业的独特性。2025年全球商业航天市场规模预计突破5000亿美元，2030年预计达到8000亿美元，2025-2030年CAGR约10%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6636b11e33b9db4872348d6da7bca3c0","relate_stocks":{"02865":"钧达股份","BK4588":"碎股","BK4585":"ETF&股票定投概念","01725":"中国技术集团","01045":"亚太卫星"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120686353","content_text":"1月29日，港股商业航天概念回暖，钧达股份涨超12%，亚太卫星涨超5%，中国技术集团涨超3%。消息面上，1月29日，据央视新闻报道，中国航天科技集团今日表示，我国商业航天已奠定坚实的发展基础。未来十年，是我国加快建设航天强国、发展新质生产力的“关键十年”，“十五五”更是关键时期。中国航天科技集团还表示，我国商业航天将全面实施“155”战略，“1”就是锚定一流目标。以“五个一流”为标准，建成技术先进、产品卓越、供给强健、服务优质的商业航天器及应用产业链。东吴证券指出，步入2026年，行业将迎来技术闭环、订单释放与资本溢价的多重共振。随着长征十号甲、朱雀三号遥二等可回收火箭进入密集首飞期，叠加SpaceX星舰V3于2026Q1的试飞压力，中国商业航天正被迫进入“加速追赶”的战略快车道，确立了其作为国家级战略新兴产业的独特性。2025年全球商业航天市场规模预计突破5000亿美元，2030年预计达到8000亿美元，2025-2030年CAGR约10%。","news_type":1,"symbols_score_info":{"02865":2,"01725":2,"01045":2}},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524359210594928,"gmtCreate":1768993749473,"gmtModify":1768993752108,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"千元股！","listText":"千元股！","text":"千元股！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524359210594928","repostId":"1167488182","repostType":2,"repost":{"id":"1167488182","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":1768993252,"share":"https://www.laohu8.com/m/news/1167488182?lang=zh_CN&edition=full","pubTime":"2026-01-21 19:00","market":"hk","language":"zh","title":"泡泡玛特再发回购公告，本周斥资近3.5亿港元连续回购股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1167488182","media":"老虎资讯综合","summary":"将斥资9649万港元回购50万股股份。","content":"<html><head></head><body><p>1月21日， <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 发布公告，斥资9649万港元回购50万股股份，每股回购价191.1-194.9港元。</p><p>就在1月19日，泡泡玛特曾发布公告称将斥资2.51亿港元回购140万股股份，带动次日开盘大涨超10%。</p><p>本周，泡泡玛特累计回购金额近3.5亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eb4e947cac7d5ac51699f250c99343f\" title=\"\" 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>泡泡玛特再发回购公告，本周斥资近3.5亿港元连续回购股份</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泡泡玛特再发回购公告，本周斥资近3.5亿港元连续回购股份\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\">2026-01-21 19:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月21日， <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 发布公告，斥资9649万港元回购50万股股份，每股回购价191.1-194.9港元。</p><p>就在1月19日，泡泡玛特曾发布公告称将斥资2.51亿港元回购140万股股份，带动次日开盘大涨超10%。</p><p>本周，泡泡玛特累计回购金额近3.5亿港元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eb4e947cac7d5ac51699f250c99343f\" title=\"\" 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/f29dcd24b023d4290cb189dcda6d718e","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167488182","content_text":"1月21日， 泡泡玛特 发布公告，斥资9649万港元回购50万股股份，每股回购价191.1-194.9港元。就在1月19日，泡泡玛特曾发布公告称将斥资2.51亿港元回购140万股股份，带动次日开盘大涨超10%。本周，泡泡玛特累计回购金额近3.5亿港元。","news_type":1,"symbols_score_info":{"09992":2}},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519795964683264,"gmtCreate":1767924643296,"gmtModify":1767924645718,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"跟疯[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"跟疯[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"跟疯[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519795964683264","repostId":"2602131751","repostType":2,"repost":{"id":"2602131751","kind":"news","pubTimestamp":1767924472,"share":"https://www.laohu8.com/m/news/2602131751?lang=zh_CN&edition=full","pubTime":"2026-01-09 10:07","market":"hk","language":"zh","title":"新股首日 | MiniMax飙涨80%，总市值超900亿港元！公司为全球领先AI大模型公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2602131751","media":"智通财经","summary":"1月9日，$MiniMax$首日盘中飙涨80%，总市值超900亿港元。公开资料显示，MiniMax是全球领先的通用人工智能科技公司。MiniMax的AI原生产品$矩阵$已吸引庞大用户群体，平均MAU从2023年的310万增长超六倍至2024年的1910万，并进一步增至截至2025年9月30日止九个月的2760万。截至2025年9月30日，MiniMax已有超过200个国家及地区的逾2.12亿名个人用户以及超过100个国家的13万企业客户。","content":"<html><head></head><body><p>1月9日，<a href=\"https://laohu8.com/S/00100\">MiniMax</a>首日盘中飙涨80%，总市值超900亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b57714772c4837f6d18db4c1d8f4c3e\" tg-width=\"907\" tg-height=\"430\"/></p><p>公开资料显示，MiniMax是全球领先的通用人工智能科技公司。公司自主研发了一系列多模态通用大模型，包括MiniMax M2、Hailuo 2.3、Speech 2.6 和 Music 2.0，具备代码和Agent能力，以及长上下文处理能力，能够理解、生成并整合包括文本、音频、图像、视频和音乐在内的多种模态。基于这些自研模型，公司面向全球推出一系列AI原生产品，包括MiniMax Agent、海螺AI、MiniMax Audio、星野等，以及面向企业和开发者的开放平台。</p><p>MiniMax的AI原生产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>已吸引庞大用户群体，平均MAU从2023年的310万增长超六倍至2024年的1910万，并进一步增至截至2025年9月30日止九个月的2760万。截至2025年9月30日，MiniMax已有超过200个国家及地区的逾2.12亿名个人用户以及超过100个国家的13万企业客户。</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>新股首日 | MiniMax飙涨80%，总市值超900亿港元！公司为全球领先AI大模型公司</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新股首日 | MiniMax飙涨80%，总市值超900亿港元！公司为全球领先AI大模型公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-09 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1390713.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月9日，MiniMax首日盘中飙涨80%，总市值超900亿港元。公开资料显示，MiniMax是全球领先的通用人工智能科技公司。公司自主研发了一系列多模态通用大模型，包括MiniMax M2、Hailuo 2.3、Speech 2.6 和 Music 2.0，具备代码和Agent能力，以及长上下文处理能力，能够理解、生成并整合包括文本、音频、图像、视频和音乐在内的多种模态。基于这些自研模型，公司...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1390713.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/f2b94a495d9a44be616161157ec7952f","relate_stocks":{"00100":"MINIMAX-WP"},"source_url":"http://www.zhitongcaijing.com/content/detail/1390713.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2602131751","content_text":"1月9日，MiniMax首日盘中飙涨80%，总市值超900亿港元。公开资料显示，MiniMax是全球领先的通用人工智能科技公司。公司自主研发了一系列多模态通用大模型，包括MiniMax M2、Hailuo 2.3、Speech 2.6 和 Music 2.0，具备代码和Agent能力，以及长上下文处理能力，能够理解、生成并整合包括文本、音频、图像、视频和音乐在内的多种模态。基于这些自研模型，公司面向全球推出一系列AI原生产品，包括MiniMax Agent、海螺AI、MiniMax Audio、星野等，以及面向企业和开发者的开放平台。MiniMax的AI原生产品矩阵已吸引庞大用户群体，平均MAU从2023年的310万增长超六倍至2024年的1910万，并进一步增至截至2025年9月30日止九个月的2760万。截至2025年9月30日，MiniMax已有超过200个国家及地区的逾2.12亿名个人用户以及超过100个国家的13万企业客户。","news_type":1,"symbols_score_info":{"00100":1.5}},"isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519627432277264,"gmtCreate":1767883488556,"gmtModify":1767883491120,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"胡说八道","listText":"胡说八道","text":"胡说八道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519627432277264","repostId":"1164812787","repostType":2,"repost":{"id":"1164812787","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":1767883132,"share":"https://www.laohu8.com/m/news/1164812787?lang=zh_CN&edition=full","pubTime":"2026-01-08 22:38","market":"us","language":"zh","title":"脑再生科技续涨逾20%！马斯克宣布脑机接口量产计划叠加政策利好","url":"https://stock-news.laohu8.com/highlight/detail?id=1164812787","media":"老虎资讯综合","summary":"1月8日，脑再生科技续涨逾20%，该股本周累涨逾220%！消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行“大规模生产”。分析指出，在技术突破、政策驱动和全球产业共振的合力下，脑机接口正从一个前沿科学概念，急速迈向商业化和产业化的“关键一跃”。","content":"<html><head></head><body><p>1月8日，脑再生科技续涨逾20%，该股本周累涨逾220%！马斯克宣布脑机接口量产计划叠加政策利好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af0fa200cceb89616e30e85658e0a253\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行“大规模生产”。并同步推进流程高度精简、几乎完全自动化的手术方案，最关键的突破在于，设备中的电极丝将直接穿过硬脑膜，而无需将其切除。</p><p style=\"text-align: justify;\">国内方面，1月7日，工业和信息化部等八部门联合印发《“人工智能+制造”专项行动实施意见》，明确提出将加快脑机接口(BCI)等新型终端的产业化、商业化进程。</p><p style=\"text-align: justify;\">分析指出，在技术突破、政策驱动和全球产业共振的合力下，脑机接口正从一个前沿科学概念，急速迈向商业化和产业化的“关键一跃”。</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>脑再生科技续涨逾20%！马斯克宣布脑机接口量产计划叠加政策利好</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脑再生科技续涨逾20%！马斯克宣布脑机接口量产计划叠加政策利好\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\">2026-01-08 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月8日，脑再生科技续涨逾20%，该股本周累涨逾220%！马斯克宣布脑机接口量产计划叠加政策利好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af0fa200cceb89616e30e85658e0a253\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行“大规模生产”。并同步推进流程高度精简、几乎完全自动化的手术方案，最关键的突破在于，设备中的电极丝将直接穿过硬脑膜，而无需将其切除。</p><p style=\"text-align: justify;\">国内方面，1月7日，工业和信息化部等八部门联合印发《“人工智能+制造”专项行动实施意见》，明确提出将加快脑机接口(BCI)等新型终端的产业化、商业化进程。</p><p style=\"text-align: justify;\">分析指出，在技术突破、政策驱动和全球产业共振的合力下，脑机接口正从一个前沿科学概念，急速迈向商业化和产业化的“关键一跃”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"RGC":"脑再生科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164812787","content_text":"1月8日，脑再生科技续涨逾20%，该股本周累涨逾220%！马斯克宣布脑机接口量产计划叠加政策利好。消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行“大规模生产”。并同步推进流程高度精简、几乎完全自动化的手术方案，最关键的突破在于，设备中的电极丝将直接穿过硬脑膜，而无需将其切除。国内方面，1月7日，工业和信息化部等八部门联合印发《“人工智能+制造”专项行动实施意见》，明确提出将加快脑机接口(BCI)等新型终端的产业化、商业化进程。分析指出，在技术突破、政策驱动和全球产业共振的合力下，脑机接口正从一个前沿科学概念，急速迈向商业化和产业化的“关键一跃”。","news_type":1,"symbols_score_info":{"RGC":1}},"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519437341098032,"gmtCreate":1767786245792,"gmtModify":1767786247895,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"今年腰斩！","listText":"今年腰斩！","text":"今年腰斩！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519437341098032","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519209121124512,"gmtCreate":1767743908022,"gmtModify":1767743910373,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"哈哈","listText":"哈哈","text":"哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519209121124512","repostId":"1120760136","repostType":2,"repost":{"id":"1120760136","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":1767743799,"share":"https://www.laohu8.com/m/news/1120760136?lang=zh_CN&edition=full","pubTime":"2026-01-07 07:56","market":"us","language":"zh","title":"特朗普：委内瑞拉将向美国交付3000-5000万桶石油","url":"https://stock-news.laohu8.com/highlight/detail?id=1120760136","media":"老虎资讯综合","summary":"1月7日，美国总统特朗普宣布，委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些石油将按市场价格出售，而所得资金将由特朗普进行监管，以确保这些资金用于“造福委内瑞拉人民和美国人民”。特朗普称，已要求能源部长克里斯·赖特立即执行这一计划。石油将由储油船装载，并直接运送至美国的卸货码头。（央视新闻）受此消息影响，WTI原油期货短线走低。","content":"<html><head></head><body><p>1月7日，美国总统特朗普宣布，委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些石油将按市场价格出售，而所得资金将由特朗普进行监管，以确保这些资金用于“造福委内瑞拉人民和美国人民”。</p><p>特朗普称，已要求能源部长克里斯·赖特立即执行这一计划。石油将由储油船装载，并直接运送至美国的卸货码头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1973d4bcbc3ffe2914a7214545967748\" tg-width=\"752\" tg-height=\"556\"/></p><p>受此消息影响，WTI原油期货短线走低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14a4796aea2ab09bab36d3f36479cf92\" title=\"\" tg-width=\"906\" tg-height=\"589\"/></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>特朗普：委内瑞拉将向美国交付3000-5000万桶石油</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特朗普：委内瑞拉将向美国交付3000-5000万桶石油\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\">2026-01-07 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月7日，美国总统特朗普宣布，委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些石油将按市场价格出售，而所得资金将由特朗普进行监管，以确保这些资金用于“造福委内瑞拉人民和美国人民”。</p><p>特朗普称，已要求能源部长克里斯·赖特立即执行这一计划。石油将由储油船装载，并直接运送至美国的卸货码头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1973d4bcbc3ffe2914a7214545967748\" tg-width=\"752\" tg-height=\"556\"/></p><p>受此消息影响，WTI原油期货短线走低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14a4796aea2ab09bab36d3f36479cf92\" title=\"\" tg-width=\"906\" tg-height=\"589\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120760136","content_text":"1月7日，美国总统特朗普宣布，委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些石油将按市场价格出售，而所得资金将由特朗普进行监管，以确保这些资金用于“造福委内瑞拉人民和美国人民”。特朗普称，已要求能源部长克里斯·赖特立即执行这一计划。石油将由储油船装载，并直接运送至美国的卸货码头。受此消息影响，WTI原油期货短线走低。","news_type":1,"symbols_score_info":{"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509267975430600,"gmtCreate":1765365567778,"gmtModify":1765365570223,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"要出问题了吧","listText":"要出问题了吧","text":"要出问题了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509267975430600","repostId":"1157182394","repostType":2,"repost":{"id":"1157182394","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":1765365020,"share":"https://www.laohu8.com/m/news/1157182394?lang=zh_CN&edition=full","pubTime":"2025-12-10 19:10","market":"hk","language":"zh","title":"宁德时代：拟发行不超过100亿元债券，用于项目建设、偿还有息负债等","url":"https://stock-news.laohu8.com/highlight/detail?id=1157182394","media":"老虎资讯综合","summary":"债券期限不超过5年。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/03750\">宁德时代</a>公告称，公司拟注册发行不超过100亿元的债券，用于项目建设、补充营运资金、偿还有息负债等。债券期限不超过5年，发行方式为公开发行且由承销机构以余额包销的方式承销。此外，公司董事会提请股东会授权总经理或其授权人士全权办理与本次债券发行工作的相关事宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c1b231d66d60df810e46e9411fd3f7c\" alt=\"\" title=\"\" tg-width=\"1196\" tg-height=\"1628\"/></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>宁德时代：拟发行不超过100亿元债券，用于项目建设、偿还有息负债等</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宁德时代：拟发行不超过100亿元债券，用于项目建设、偿还有息负债等\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\">2025-12-10 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/03750\">宁德时代</a>公告称，公司拟注册发行不超过100亿元的债券，用于项目建设、补充营运资金、偿还有息负债等。债券期限不超过5年，发行方式为公开发行且由承销机构以余额包销的方式承销。此外，公司董事会提请股东会授权总经理或其授权人士全权办理与本次债券发行工作的相关事宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c1b231d66d60df810e46e9411fd3f7c\" alt=\"\" title=\"\" tg-width=\"1196\" tg-height=\"1628\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6c2cc8fbb144e7e3eb550454298f5e97","relate_stocks":{"300750":"宁德时代","03750":"宁德时代"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157182394","content_text":"宁德时代公告称，公司拟注册发行不超过100亿元的债券，用于项目建设、补充营运资金、偿还有息负债等。债券期限不超过5年，发行方式为公开发行且由承销机构以余额包销的方式承销。此外，公司董事会提请股东会授权总经理或其授权人士全权办理与本次债券发行工作的相关事宜。","news_type":1,"symbols_score_info":{"300750":2,"03750":2}},"isVote":1,"tweetType":1,"viewCount":1566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504379039105760,"gmtCreate":1764167488278,"gmtModify":1764167490932,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"这么一点点钱吗[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","listText":"这么一点点钱吗[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","text":"这么一点点钱吗[笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504379039105760","repostId":"2586280032","repostType":2,"repost":{"id":"2586280032","kind":"news","pubTimestamp":1764134460,"share":"https://www.laohu8.com/m/news/2586280032?lang=zh_CN&edition=full","pubTime":"2025-11-26 13:21","market":"sh","language":"zh","title":"名创优品于11月25日耗资约24.59万美元回购5.128万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2586280032","media":"新浪港股","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　名创优品（09896）公布，2025年11月25日耗资约24.59万美元回购5.128万股股份。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/09896.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　<span><a href=\"https://laohu8.com/S/MNSO\">名创优品</a></span><span></span>（09896）公布，2025年11月25日耗资约24.59万美元回购5.128万股股份。</p>\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<p>责任编辑：卢昱君 </p>\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>名创优品于11月25日耗资约24.59万美元回购5.128万股</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名创优品于11月25日耗资约24.59万美元回购5.128万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 13:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-11-26/doc-infytcte2199038.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　名创优品（09896）公布，2025年11月25日耗资约24.59万美元回购5.128万股股份。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-11-26/doc-infytcte2199038.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0274383008.USD":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) INC","BK4585":"ETF&股票定投概念","BK1246":"综合货品商店","BK4505":"高瓴资本持仓","MNSO":"名创优品","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4114":"综合货品商店","BK4220":"综合零售","09896":"名创优品","BK1249":"综合零售","BK4588":"碎股"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-11-26/doc-infytcte2199038.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2586280032","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　名创优品（09896）公布，2025年11月25日耗资约24.59万美元回购5.128万股股份。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","news_type":1,"symbols_score_info":{"MNSO":1.5,"09896":1.5}},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499274995544256,"gmtCreate":1762918955840,"gmtModify":1762918958152,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"小题大做[笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","listText":"小题大做[笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","text":"小题大做[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499274995544256","repostId":"2582933963","repostType":2,"repost":{"id":"2582933963","kind":"news","pubTimestamp":1762833780,"share":"https://www.laohu8.com/m/news/2582933963?lang=zh_CN&edition=full","pubTime":"2025-11-11 12:03","market":"hk","language":"zh","title":"1820亿王宁掌舵的泡泡玛特，直播翻车了","url":"https://stock-news.laohu8.com/highlight/detail?id=2582933963","media":"澎湃新闻","summary":"11月7日，话题“泡泡玛特直播事故”登上微博热搜第一。截至11月7日下午14时37分，泡泡玛特股价下跌5.2%。而2017年后，泡泡玛特的业绩一飞冲天。泡泡玛特业绩爆表，王宁财富飙至1820亿元依靠盲盒的独特玩法，泡泡玛特业绩不断攀上新的高峰。10月21日下午，泡泡玛特公布了其2025年第三季度的最新业务情况。与国内市场相比，泡泡玛特在海外市场的增长势头更为抢眼。","content":"<div>\n<p>雷达财经出品 文|李茜 编|深海11月7日，话题“泡泡玛特直播事故”登上微博热搜第一。据悉，11月6日，泡泡玛特直播间工作人员展示售价79元的DIMOO挂链盲盒时，一人脱口而出“哎嘛，这东西卖79确实有点贵”，另一人回应“没事会有人买单的”，对话被实时播出，引发强烈不满。知名大V胡锡进评论称，这个对话对消费者的情绪造成直接打击，让人感觉品牌方是在愚弄大家，如果这种感受被放大，不断扩散，对泡泡玛特就...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111204079761ac02&s=b\">网页链接</a>\n\n</div>\n","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>1820亿王宁掌舵的泡泡玛特，直播翻车了</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\">\n1820亿王宁掌舵的泡泡玛特，直播翻车了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 12:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111204079761ac02&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷达财经出品 文|李茜 编|深海11月7日，话题“泡泡玛特直播事故”登上微博热搜第一。据悉，11月6日，泡泡玛特直播间工作人员展示售价79元的DIMOO挂链盲盒时，一人脱口而出“哎嘛，这东西卖79确实有点贵”，另一人回应“没事会有人买单的”，对话被实时播出，引发强烈不满。知名大V胡锡进评论称，这个对话对消费者的情绪造成直接打击，让人感觉品牌方是在愚弄大家，如果这种感受被放大，不断扩散，对泡泡玛特就...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111204079761ac02&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":{"LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU0359201612.USD":"贝莱德中国基金A2","SG9999002950.SGD":"United Asian Growth Opportunities SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","09992":"泡泡玛特","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1224":"专卖店","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511111204079761ac02&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582933963","content_text":"雷达财经出品 文|李茜 编|深海11月7日，话题“泡泡玛特直播事故”登上微博热搜第一。据悉，11月6日，泡泡玛特直播间工作人员展示售价79元的DIMOO挂链盲盒时，一人脱口而出“哎嘛，这东西卖79确实有点贵”，另一人回应“没事会有人买单的”，对话被实时播出，引发强烈不满。知名大V胡锡进评论称，这个对话对消费者的情绪造成直接打击，让人感觉品牌方是在愚弄大家，如果这种感受被放大，不断扩散，对泡泡玛特就可能是灾难性的。雷达财经注意到，泡泡玛特的盲盒玩法，屡次引发争议。网络上有声音认为，泡泡玛特盲盒的本质是“赌概率、博输赢”：你花50元去买一个盲盒，有可能开出的是一个价值5000元的隐藏款玩偶，获得100倍的收益；也有可能开出一个烂大街的普通玩偶，分文不值。员工直播称贵也有人买单 网友：把消费者当大冤种啊！据悉，涉事产品系泡泡玛特11月新推出的“DIMOO新生日记系列-挂链盲盒”。据泡泡玛特介绍，该盲盒系列含6个常规款，1个隐藏款，常规款概率是1:6，隐藏款概率是1:72。该系列单个盲盒售价为79元，整盒售价为474元。11月6日，泡泡玛特直播间工作人员展示售价79元的DIMOO挂链盲盒时，一人脱口而出“哎嘛，这东西卖79确实有点贵”，另一人回应“没事会有人买单的”。对话被实时播出，引发许多网友不满。“确实，员工自己吐槽一下太贵了，没啥问题，后面那句话接的，就是把消费者当冤大头了。品控越来越差，价格还越来越高，确实给人感觉就是把消费者当大冤种啊！”一位加V微博用户发文称。知名大V胡锡进评论称，这个对话对消费者的情绪造成直接打击，让人感觉品牌方是在愚弄大家，如果这种感受被放大，不断扩散，对泡泡玛特就可能是灾难性的。11月7日，话题“泡泡玛特直播事故”登上微博热搜第一。该消息也对公司股价产生了影响。截至11月7日下午14时37分，泡泡玛特股价下跌5.2%。盲盒玩法引质疑：“抽盒”一时爽，一直“抽”一直爽直播翻车的泡泡玛特，其盲盒玩法在网络上也引发了一些质疑。有网友认为，其是一个伪装成玩具的赌博产品。在发展早期，泡泡玛特一度处于亏损状态。泡泡玛特成立于2010年，是一家专注于潮流商品零售、艺术家经纪、新媒体娱乐化平台、大型展会举办于一体的，IP 综合运营服务领域的公司，其主要产品包括盲盒、手办、BJD、衍生品等。该公司2017年新三板上市前，业绩还持续处于持续亏损状态。据财报，2014、2015年和2016年1-5月，公司营收分别是1700万、4500万、2900万，净利润分别为-277万、-1600万、-2480万。而2017年后，泡泡玛特的业绩一飞冲天。招股书显示，2017-2019年，泡泡玛特营收分别为1.58亿元、5.14亿元、16.83亿元，2018和2019年的营收连续两年保持高速增长，增幅为225.4%、227.2%。同时，公司2017-2019年分别实现净利润156万元、9952万元、4.51亿元，三年净利翻了289倍。其中，盲盒为泡泡玛特贡献了主要的收入来源。2017年至2020年上半年，泡泡玛特盲盒销售收益分别为9140万、3.596亿、13.592亿、6.887亿元，分别占同期泡泡玛特总收益的57.8%、69.9%、80.7%、84.2%。盲盒为何有这么大的魔力？盲盒玩法起源于日本，最开始以福袋、扭蛋的形式出现，但价值往往会高于其标价。八零后九零后熟知的小浣熊干脆面、NBA球星集卡、氪金游戏的充值抽卡，都可看作是一种盲盒形式。盲盒又叫“惊喜玩具”，和普通玩具不同的是，消费者一是为了购买造型可爱的人偶娃娃，二是为了体验拆盒的快感。在拆开盒子之前，永远也不知道会抽到哪一只，充满不确定性的拆盒，刺激着消费者的神经。公司创始人王宁在接受IP蛋炒饭采访时曾表示：“很多人打开盲盒，本来想买的是个物质，但拆开那一刻，你会发现她要么惊喜，要么沮丧，要么开心要么失落，你会发现她买的是一种心情。你知道吗？这是一个除了物质层面以外的、另一个有情感的属性的东西，我们其实就是想要从销售商品到销售情感，而盲盒只不过是一种方式，我们现在还在探索各种各样的逻辑。”“抽盒”一时爽，一直“抽”一直爽。为了获得心仪的盲盒，许多人像赌徒一样，不断投入资金，抽取盲盒。有盲盒玩家在抽了一个可爱的娃娃后，就想集齐一整套；有了一整套之后，就想要隐藏款、限量款。同时，这也在一定程度上导致了在盲盒玩家圈子里，形成了一个巨大的置换、二手交易盲盒市场，潮玩族、闲鱼、微博、豆瓣、微信群等都是他们的阵地。泡泡玛特业绩爆表，王宁财富飙至1820亿元依靠盲盒的独特玩法，泡泡玛特业绩不断攀上新的高峰。10月21日下午，泡泡玛特公布了其2025年第三季度的最新业务情况。公告显示，公司第三季度整体收益（未经审核）较2024年同期增长245%至250%。具体来看，泡泡玛特来自中国的收益同比增长185%至190%，海外收益同比更是暴涨365%至370%。第三季度，泡泡玛特在中国市场的整体表现优异，其中线下渠道收益同比增长130%至135%；线上渠道同比增长300%至305%。与国内市场相比，泡泡玛特在海外市场的增长势头更为抢眼。三大主要市场中，亚太（除中国以外）市场收益同比增长170%至175%；美洲同比狂飙1265%至1270%，成为增长最快的市场；欧洲及其他地区同比涨幅也高达735%至740%。如此强劲的业绩表现，让外界直呼不可思议。而泡泡玛特所缔造的前述商业奇迹，离不开LABUBU这一“丑萌”形象的火爆出圈。据悉，这个笑起来露出一排尖尖牙齿的顶流网红，隶属于泡泡玛特旗下艺术家IP中的THE MONSTERS系列，是由中国香港艺术家龙家升创作的北欧森林精灵形象。据公司年报，2023年，THE MONSTERS系列实现收入3.68亿元，收入占比仅为5.8%。然而，仅仅过了一年，该系列的收入便在去年直接飙升726.6%，达到30.41亿元，收入占比大幅提升至23.3%，一跃成为公司收入占比最高的第一大IP。今年上半年，THE MONSTERS系列乘胜追击，再度斩获48.14亿元的收入，同比大涨近7倍，收入占比进一步提升至34.7%，持续在公司的IP阵营中领跑。","news_type":1,"symbols_score_info":{"09992":1.5}},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499275822650056,"gmtCreate":1762918830093,"gmtModify":1762918832486,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"看800！","listText":"看800！","text":"看800！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499275822650056","repostId":"1123395672","repostType":2,"repost":{"id":"1123395672","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":1762914981,"share":"https://www.laohu8.com/m/news/1123395672?lang=zh_CN&edition=full","pubTime":"2025-11-12 10:36","market":"hk","language":"zh","title":"Labubu曾推动泡泡玛特股价飙升，但Bernstein称现在是时候卖出了","url":"https://stock-news.laohu8.com/highlight/detail?id=1123395672","media":"老虎资讯综合","summary":"Labubu玩偶俘获了无数粉丝的心，也推动了最炙手可热的股票 $泡泡玛特$ 泡，其股价自年初以来飙升逾270%，于8月26日触及339.8港元的高点。Bernstein警告称，泡泡玛特的业务依赖“潮流驱动的收藏品”，因此需求波动剧烈。随着“露齿微笑”的Labubu毛绒玩偶热度不可避免地减退，泡泡玛特面临着迫切的IP多元化压力。Jeff Zhang近日将泡泡玛特目标价上调至280港元，理由是公司通过推出新IP与新产品强化海外布局，营收前景改善。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52c22efe151738ed7e3dd148b5a9512e\" alt=\"\" title=\"\" tg-width=\"1858\" tg-height=\"1045\"/></p><p>Labubu玩偶俘获了无数粉丝的心，也推动了最炙手可热的股票 <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 泡（Pop Mart），其股价自年初以来飙升逾270%，于8月26日触及339.8港元的高点。但在热潮背后，市场出现了明显分化：一边是坚信品牌情绪价值的“信徒”，另一边则是担忧再度追逐消费泡沫的谨慎投资者。</p><p>上周，Bernstein的中国消费品分析团队（由Melinda Hu带领）对泡泡玛特发出谨慎信号，给予“跑输大盘”（underperform）评级，并设定225港元目标价。</p><p>Bernstein警告称，泡泡玛特的业务依赖“潮流驱动的收藏品”，因此需求波动剧烈。该机构认为，泡泡玛特属于“投机浪潮型企业”，通常经历5至10年的兴衰周期。</p><p>分析师指出：“尽管公司通过精细的知识产权（IP）开发和盲盒机制制造出一种‘可预测性幻象’，但其实仍面临高度集中风险，以及潮流市场普遍存在的结构性脆弱性。”</p><p>Melinda Hu强调，Labubu的成功掩盖了泡泡玛特的“结构性脆弱点”，因为要再打造出同等级爆款角色并维持热度“变得越来越难”；与此同时，现有IP也面临转售投机风险和消费者对单一角色“审美疲劳”的威胁。</p><p>Melinda Hu表示，“如果Labubu的热度衰退速度超过新系列IP的成长速度，整个增长故事将土崩瓦解。”</p><p>随着“露齿微笑”的Labubu毛绒玩偶热度不可避免地减退，泡泡玛特面临着迫切的IP多元化压力。公司也推出了如Skullpanda和Crybaby等角色，但尚无一款能复制Labubu的爆红轨迹。</p><p>自8月高点以来，公司港股股价已下跌近30%，截至本周一收于221.4港元，主要受获利了结与需求可持续性担忧影响。</p><blockquote><p>“如果Labubu的热度衰退速度超过新系列IP的成长速度，整个增长故事将土崩瓦解。”<br/>——Bernstein中国消费品分析师 Melinda Hu</p></blockquote><h3 id=\"id_2524886076\">情绪价值，值多少钱？</h3><p>上周四，一场直播让泡泡玛特陷入公关危机：一名员工在直播中质疑盲盒售价，这段视频随后疯传，引发网友对泡泡玛特高溢价玩具的吐槽。</p><p>“这卖79块？太离谱了吧。”一名女员工在直播中说道，显然没意识到正在录制。视频中一名男同事回应：“反正他们还会买。”</p><p>这段对话引发了社交媒体的热议，不少网友指责泡泡玛特“定价虚高”。有人甚至称这位女员工是“说出了真相的人”。上周五股价暴跌逾5%，创5月以来新低，但本周一又反弹8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e13ad0d87a334456c489ea91a0fb7fd6\" tg-width=\"560\" tg-height=\"240\"/></p><p>在一次罕见的企业舆论评论中，前《环球时报》总编辑胡锡进在社交媒体发文，将此次直播风波称为“内部管理的小失误”，同时强调泡泡玛特提供的“情绪疗愈价值”仍有市场需求。</p><h3 id=\"id_252948573\">二级市场热度降温</h3><p>这场舆论风波发生之际，Labubu在二级市场的价格也明显降温。根据二手交易平台“千岛网”（Qiandao）数据，部分Labubu收藏品的转售价格已接近甚至低于官方零售价，这与此前一度暴涨的行情形成鲜明对比。</p><p>例如，“Big Into Energy”系列Labubu的平均售价从6月的4,678元跌至目前不足600元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/962c3b87561d676b944de86bd9cae68b\" alt=\"\" title=\"\" tg-width=\"1858\" tg-height=\"1045\"/></p><p>Bernstein指出，二手市场交易量下降是“IP疲劳的早期信号”；不过，也有分析师认为，这更多与公司增加供给、加强变现相关。</p><p>汇丰银行分析师Lina Yan 表示，公司正努力恢复转售市场的“价格信号功能”——即价格变化反映供需动态，而不是人为推高价格以刺激销量。</p><p>浙江一名大学生Yiwan Fan表示，她收藏盲盒两年，如今决定在小红书上转售部分藏品。她说：“我花了很多钱抽到重复款，而黄牛却轻松抢到稀有款再高价转卖。”</p><p>泡泡玛特已尝试通过“加大供货量”抑制二级市场炒价。一位公司发言人9月曾表示，公司希望转售价格下跌，因为泡泡玛特只从“直接销售”中获利，而非二手市场。</p><p>晨星（Morningstar）分析师Jeff Zhang指出，部分旧系列价格下跌主要受补货和需求疲软影响。不过他同时强调，新款产品仍“一上架即售罄”，并预计公司未来增长更多来自海外市场。</p><p>Jeff Zhang近日将泡泡玛特目标价上调至280港元，理由是公司通过推出新IP与新产品强化海外布局，营收前景改善。</p><h3 id=\"id_429669633\">IP驱动的增长故事</h3><p>不过，部分分析师比Bernstein更为乐观，认为泡泡玛特的IP组合仍具韧性，短期内有进一步增长空间。</p><p>汇丰的Lina Yan 表示，泡泡玛特仍处于全球化扩张的“成长阶段”，未来有望与乐高（Lego）、三丽鸥（Sanrio）及Jelly Cat等国际品牌竞争。她为公司设定的目标价为392.5港元。</p><p>晨星的Jeff Zhang预计，泡泡玛特的销售增长将在2026年后放缓，但将2025年营收预测上调24%至400亿元人民币，远超管理层此前的300亿元指引。</p><p>泡泡玛特上月报告称，其第三季度营收同比增长逾三倍，其中美国市场销售激增约1,270%；上半年营收同样增长三倍，达到139亿元人民币。</p><p>尽管营收增幅惊人，公司股价在10月21日财报公布后仍下跌8%。</p><p>Lina Yan 指出，原因在于“做空兴趣创新高”，投资者将“强劲销售数据与转售价格下跌”视为Labubu IP热度见顶的“做空信号”。</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>Labubu曾推动泡泡玛特股价飙升，但Bernstein称现在是时候卖出了</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\">\nLabubu曾推动泡泡玛特股价飙升，但Bernstein称现在是时候卖出了\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\">2025-11-12 10:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52c22efe151738ed7e3dd148b5a9512e\" alt=\"\" title=\"\" tg-width=\"1858\" tg-height=\"1045\"/></p><p>Labubu玩偶俘获了无数粉丝的心，也推动了最炙手可热的股票 <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 泡（Pop Mart），其股价自年初以来飙升逾270%，于8月26日触及339.8港元的高点。但在热潮背后，市场出现了明显分化：一边是坚信品牌情绪价值的“信徒”，另一边则是担忧再度追逐消费泡沫的谨慎投资者。</p><p>上周，Bernstein的中国消费品分析团队（由Melinda Hu带领）对泡泡玛特发出谨慎信号，给予“跑输大盘”（underperform）评级，并设定225港元目标价。</p><p>Bernstein警告称，泡泡玛特的业务依赖“潮流驱动的收藏品”，因此需求波动剧烈。该机构认为，泡泡玛特属于“投机浪潮型企业”，通常经历5至10年的兴衰周期。</p><p>分析师指出：“尽管公司通过精细的知识产权（IP）开发和盲盒机制制造出一种‘可预测性幻象’，但其实仍面临高度集中风险，以及潮流市场普遍存在的结构性脆弱性。”</p><p>Melinda Hu强调，Labubu的成功掩盖了泡泡玛特的“结构性脆弱点”，因为要再打造出同等级爆款角色并维持热度“变得越来越难”；与此同时，现有IP也面临转售投机风险和消费者对单一角色“审美疲劳”的威胁。</p><p>Melinda Hu表示，“如果Labubu的热度衰退速度超过新系列IP的成长速度，整个增长故事将土崩瓦解。”</p><p>随着“露齿微笑”的Labubu毛绒玩偶热度不可避免地减退，泡泡玛特面临着迫切的IP多元化压力。公司也推出了如Skullpanda和Crybaby等角色，但尚无一款能复制Labubu的爆红轨迹。</p><p>自8月高点以来，公司港股股价已下跌近30%，截至本周一收于221.4港元，主要受获利了结与需求可持续性担忧影响。</p><blockquote><p>“如果Labubu的热度衰退速度超过新系列IP的成长速度，整个增长故事将土崩瓦解。”<br/>——Bernstein中国消费品分析师 Melinda Hu</p></blockquote><h3 id=\"id_2524886076\">情绪价值，值多少钱？</h3><p>上周四，一场直播让泡泡玛特陷入公关危机：一名员工在直播中质疑盲盒售价，这段视频随后疯传，引发网友对泡泡玛特高溢价玩具的吐槽。</p><p>“这卖79块？太离谱了吧。”一名女员工在直播中说道，显然没意识到正在录制。视频中一名男同事回应：“反正他们还会买。”</p><p>这段对话引发了社交媒体的热议，不少网友指责泡泡玛特“定价虚高”。有人甚至称这位女员工是“说出了真相的人”。上周五股价暴跌逾5%，创5月以来新低，但本周一又反弹8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e13ad0d87a334456c489ea91a0fb7fd6\" tg-width=\"560\" tg-height=\"240\"/></p><p>在一次罕见的企业舆论评论中，前《环球时报》总编辑胡锡进在社交媒体发文，将此次直播风波称为“内部管理的小失误”，同时强调泡泡玛特提供的“情绪疗愈价值”仍有市场需求。</p><h3 id=\"id_252948573\">二级市场热度降温</h3><p>这场舆论风波发生之际，Labubu在二级市场的价格也明显降温。根据二手交易平台“千岛网”（Qiandao）数据，部分Labubu收藏品的转售价格已接近甚至低于官方零售价，这与此前一度暴涨的行情形成鲜明对比。</p><p>例如，“Big Into Energy”系列Labubu的平均售价从6月的4,678元跌至目前不足600元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/962c3b87561d676b944de86bd9cae68b\" alt=\"\" title=\"\" tg-width=\"1858\" tg-height=\"1045\"/></p><p>Bernstein指出，二手市场交易量下降是“IP疲劳的早期信号”；不过，也有分析师认为，这更多与公司增加供给、加强变现相关。</p><p>汇丰银行分析师Lina Yan 表示，公司正努力恢复转售市场的“价格信号功能”——即价格变化反映供需动态，而不是人为推高价格以刺激销量。</p><p>浙江一名大学生Yiwan Fan表示，她收藏盲盒两年，如今决定在小红书上转售部分藏品。她说：“我花了很多钱抽到重复款，而黄牛却轻松抢到稀有款再高价转卖。”</p><p>泡泡玛特已尝试通过“加大供货量”抑制二级市场炒价。一位公司发言人9月曾表示，公司希望转售价格下跌，因为泡泡玛特只从“直接销售”中获利，而非二手市场。</p><p>晨星（Morningstar）分析师Jeff Zhang指出，部分旧系列价格下跌主要受补货和需求疲软影响。不过他同时强调，新款产品仍“一上架即售罄”，并预计公司未来增长更多来自海外市场。</p><p>Jeff Zhang近日将泡泡玛特目标价上调至280港元，理由是公司通过推出新IP与新产品强化海外布局，营收前景改善。</p><h3 id=\"id_429669633\">IP驱动的增长故事</h3><p>不过，部分分析师比Bernstein更为乐观，认为泡泡玛特的IP组合仍具韧性，短期内有进一步增长空间。</p><p>汇丰的Lina Yan 表示，泡泡玛特仍处于全球化扩张的“成长阶段”，未来有望与乐高（Lego）、三丽鸥（Sanrio）及Jelly Cat等国际品牌竞争。她为公司设定的目标价为392.5港元。</p><p>晨星的Jeff Zhang预计，泡泡玛特的销售增长将在2026年后放缓，但将2025年营收预测上调24%至400亿元人民币，远超管理层此前的300亿元指引。</p><p>泡泡玛特上月报告称，其第三季度营收同比增长逾三倍，其中美国市场销售激增约1,270%；上半年营收同样增长三倍，达到139亿元人民币。</p><p>尽管营收增幅惊人，公司股价在10月21日财报公布后仍下跌8%。</p><p>Lina Yan 指出，原因在于“做空兴趣创新高”，投资者将“强劲销售数据与转售价格下跌”视为Labubu IP热度见顶的“做空信号”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/962c3b87561d676b944de86bd9cae68b","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123395672","content_text":"Labubu玩偶俘获了无数粉丝的心，也推动了最炙手可热的股票 泡泡玛特 泡（Pop Mart），其股价自年初以来飙升逾270%，于8月26日触及339.8港元的高点。但在热潮背后，市场出现了明显分化：一边是坚信品牌情绪价值的“信徒”，另一边则是担忧再度追逐消费泡沫的谨慎投资者。上周，Bernstein的中国消费品分析团队（由Melinda Hu带领）对泡泡玛特发出谨慎信号，给予“跑输大盘”（underperform）评级，并设定225港元目标价。Bernstein警告称，泡泡玛特的业务依赖“潮流驱动的收藏品”，因此需求波动剧烈。该机构认为，泡泡玛特属于“投机浪潮型企业”，通常经历5至10年的兴衰周期。分析师指出：“尽管公司通过精细的知识产权（IP）开发和盲盒机制制造出一种‘可预测性幻象’，但其实仍面临高度集中风险，以及潮流市场普遍存在的结构性脆弱性。”Melinda Hu强调，Labubu的成功掩盖了泡泡玛特的“结构性脆弱点”，因为要再打造出同等级爆款角色并维持热度“变得越来越难”；与此同时，现有IP也面临转售投机风险和消费者对单一角色“审美疲劳”的威胁。Melinda Hu表示，“如果Labubu的热度衰退速度超过新系列IP的成长速度，整个增长故事将土崩瓦解。”随着“露齿微笑”的Labubu毛绒玩偶热度不可避免地减退，泡泡玛特面临着迫切的IP多元化压力。公司也推出了如Skullpanda和Crybaby等角色，但尚无一款能复制Labubu的爆红轨迹。自8月高点以来，公司港股股价已下跌近30%，截至本周一收于221.4港元，主要受获利了结与需求可持续性担忧影响。“如果Labubu的热度衰退速度超过新系列IP的成长速度，整个增长故事将土崩瓦解。”——Bernstein中国消费品分析师 Melinda Hu情绪价值，值多少钱？上周四，一场直播让泡泡玛特陷入公关危机：一名员工在直播中质疑盲盒售价，这段视频随后疯传，引发网友对泡泡玛特高溢价玩具的吐槽。“这卖79块？太离谱了吧。”一名女员工在直播中说道，显然没意识到正在录制。视频中一名男同事回应：“反正他们还会买。”这段对话引发了社交媒体的热议，不少网友指责泡泡玛特“定价虚高”。有人甚至称这位女员工是“说出了真相的人”。上周五股价暴跌逾5%，创5月以来新低，但本周一又反弹8%。在一次罕见的企业舆论评论中，前《环球时报》总编辑胡锡进在社交媒体发文，将此次直播风波称为“内部管理的小失误”，同时强调泡泡玛特提供的“情绪疗愈价值”仍有市场需求。二级市场热度降温这场舆论风波发生之际，Labubu在二级市场的价格也明显降温。根据二手交易平台“千岛网”（Qiandao）数据，部分Labubu收藏品的转售价格已接近甚至低于官方零售价，这与此前一度暴涨的行情形成鲜明对比。例如，“Big Into Energy”系列Labubu的平均售价从6月的4,678元跌至目前不足600元。Bernstein指出，二手市场交易量下降是“IP疲劳的早期信号”；不过，也有分析师认为，这更多与公司增加供给、加强变现相关。汇丰银行分析师Lina Yan 表示，公司正努力恢复转售市场的“价格信号功能”——即价格变化反映供需动态，而不是人为推高价格以刺激销量。浙江一名大学生Yiwan Fan表示，她收藏盲盒两年，如今决定在小红书上转售部分藏品。她说：“我花了很多钱抽到重复款，而黄牛却轻松抢到稀有款再高价转卖。”泡泡玛特已尝试通过“加大供货量”抑制二级市场炒价。一位公司发言人9月曾表示，公司希望转售价格下跌，因为泡泡玛特只从“直接销售”中获利，而非二手市场。晨星（Morningstar）分析师Jeff Zhang指出，部分旧系列价格下跌主要受补货和需求疲软影响。不过他同时强调，新款产品仍“一上架即售罄”，并预计公司未来增长更多来自海外市场。Jeff Zhang近日将泡泡玛特目标价上调至280港元，理由是公司通过推出新IP与新产品强化海外布局，营收前景改善。IP驱动的增长故事不过，部分分析师比Bernstein更为乐观，认为泡泡玛特的IP组合仍具韧性，短期内有进一步增长空间。汇丰的Lina Yan 表示，泡泡玛特仍处于全球化扩张的“成长阶段”，未来有望与乐高（Lego）、三丽鸥（Sanrio）及Jelly Cat等国际品牌竞争。她为公司设定的目标价为392.5港元。晨星的Jeff Zhang预计，泡泡玛特的销售增长将在2026年后放缓，但将2025年营收预测上调24%至400亿元人民币，远超管理层此前的300亿元指引。泡泡玛特上月报告称，其第三季度营收同比增长逾三倍，其中美国市场销售激增约1,270%；上半年营收同样增长三倍，达到139亿元人民币。尽管营收增幅惊人，公司股价在10月21日财报公布后仍下跌8%。Lina Yan 指出，原因在于“做空兴趣创新高”，投资者将“强劲销售数据与转售价格下跌”视为Labubu IP热度见顶的“做空信号”。","news_type":1,"symbols_score_info":{"09992":2}},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496987468555096,"gmtCreate":1762357994110,"gmtModify":1762357996542,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"必须是赌徒型选手！[财迷][财迷][财迷]","listText":"必须是赌徒型选手！[财迷][财迷][财迷]","text":"必须是赌徒型选手！[财迷][财迷][财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496987468555096","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496103184347824,"gmtCreate":1762149596871,"gmtModify":1762149598835,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/000572\">$海马汽车(000572)$</a> 看来和保时捷合作有新进展啦[吃瓜]&nbsp; [吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/000572\">$海马汽车(000572)$</a> 看来和保时捷合作有新进展啦[吃瓜]&nbsp; [吃瓜]&nbsp;&nbsp;","text":"$海马汽车(000572)$ 看来和保时捷合作有新进展啦[吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496103184347824","isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492619780510576,"gmtCreate":1761289454609,"gmtModify":1761289456386,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SLAI\">$SOLAI Ltd(SLAI)$</a> 改名就是改命@@你该支棱起来啦[你懂的]&nbsp; [你懂的]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/SLAI\">$SOLAI Ltd(SLAI)$</a> 改名就是改命@@你该支棱起来啦[你懂的]&nbsp; [你懂的]&nbsp;&nbsp;","text":"$SOLAI Ltd(SLAI)$ 改名就是改命@@你该支棱起来啦[你懂的] [你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492619780510576","isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491286767874584,"gmtCreate":1760963656071,"gmtModify":1760963657922,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTCM\">$BIT Mining(BTCM)$</a> 今晚重生啦！[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/BTCM\">$BIT Mining(BTCM)$</a> 今晚重生啦！[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"$BIT Mining(BTCM)$ 今晚重生啦！[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491286767874584","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490415877869952,"gmtCreate":1760758088241,"gmtModify":1760758090562,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"股价到头了","listText":"股价到头了","text":"股价到头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490415877869952","repostId":"1165933047","repostType":2,"repost":{"id":"1165933047","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1760606433,"share":"https://www.laohu8.com/m/news/1165933047?lang=zh_CN&edition=full","pubTime":"2025-10-16 17:20","market":"hk","language":"zh","title":"财报前瞻丨特斯拉储能与软件业务持续增长，汽车端价格与相关政策仍是关键变量","url":"https://stock-news.laohu8.com/highlight/detail?id=1165933047","media":"财报Agent","summary":"市场预计本季度营收与利润率将出现边际改善，但汽车端价格策略与政策变化仍可能牵动当季业绩波动。二季度能源毛利率提升至30.3%，主要受原材料成本回落与产品组合优化影响，即使Megapack平均售价有所回落，单位成本下降与交付结构改善仍支撑毛利率水平。递延收入释放会直接贡献当季营收与毛利，且软件与服务边际成本更低，能够改善总体利润结构与现金流质量。多数机构认为特斯拉利润或将受能源与软件拉动而趋于稳定。","content":"<html><head></head><body><blockquote><p style=\"text-align: start;\">特斯拉计划于10月22日（美股盘后）公布2025财年第三季度财报。市场预计本季度营收与利润率将出现边际改善，但汽车端价格策略与政策变化仍可能牵动当季业绩波动。</p></blockquote><h3 id=\"id_378035506\">市场预测</h3><p style=\"text-align: start;\"><br/>市场一致预期本季度总营收约260.68亿美元，同比增长约3.52%；调整后每股收益约0.53美元，同比下降约26.38%。参照公司第二季度财报，能源发电与存储板块未来12个月预计确认约54.7亿美元的合同义务，汽车销售项下的FSD（Supervised）与维护/连接等递延收入未来12个月预计确认约8.31亿美元，这将为后续季度的收入提供一定支撑。结合二季度已披露数据，本季度毛利率预计较Q2有所修复，净利润受汽车价格/组合与监管积分减少影响仍偏谨慎，服务与其他业务的稳健增长与能源毛利韧性将起到结构性对冲。</p><h3 id=\"id_3028734678\">上季度回顾</h3><p style=\"text-align: start;\"><br/>第二季度公司总营收为224.96亿美元，同比下降11.8%；总毛利率为17.2%（去年同期为18.0%）；归属于普通股股东的净利润11.72亿美元，同比下降16.3%；调整后每股收益为0.40美元，同比下降约23.1%。</p><p style=\"text-align: start;\">二季度汽车监管积分收入降至4.39亿美元（同比减少51.0%），研发投入同比增长48.0%至15.89亿美元，运营利润为9.23亿美元，同比下降42.5%，现金与短期投资合计367.82亿美元，上半年经营性现金流为46.96亿美元。</p><p style=\"text-align: start;\">业务层面，服务及其他收入30.46亿美元，同比增长16.8%，体现服务网络与相关附加业务的规模扩张与盈利支撑作用；能源发电与存储收入27.89亿美元，同比下降7.5%，但板块毛利率升至30.3%，显示成本优化带来的结构改善。</p><h3 id=\"id_2774795216\">本季度展望</h3><h4 id=\"id_3997677171\"><br/>储能业务进入收获期：成本优化驱动毛利率提升，现金流质量持续改善</h4><p style=\"text-align: start;\"><br/>能源板块的在手合同履约义务达到103.8亿美元，预计未来12个月确认约54.7亿美元，显示收入的可见性与兑现节奏较为明确。</p><p style=\"text-align: start;\">二季度能源毛利率提升至30.3%，主要受原材料成本回落与产品组合优化影响，即使Megapack平均售价有所回落，单位成本下降与交付结构改善仍支撑毛利率水平。</p><p style=\"text-align: start;\">展望本季度，如果大型储能项目的交付密度与履约进度保持顺畅，能源业务有望继续对集团毛利形成正向拉动，并在现金回笼上贡献更高质量的经营性现金流。</p><p style=\"text-align: start;\">市场也在跟踪北美与海外项目并网进度与多区域交付均衡度，单季收入与毛利的波动可能由项目节点集中确认引起，因此季度间的连续性观察比单季高点更具参考价值。结合公司在产能与项目执行侧的投入，能源板块仍是当前可见度较高的利润支点，预计在Q3‑Q4对冲汽车端的周期性压力，缓和总体利润结构的波动。</p><h4 id=\"id_1357542195\">FSD与Robotaxi驱动新商业模式，软件服务成高毛利增长新范式</h4><p style=\"text-align: start;\"><br/>公司披露与软件相关的递延收入持续增加，汽车销售项下的FSD（Supervised）与维护/连接等递延收入余额约37.5亿美元，预计未来12个月确认约8.31亿美元。递延收入释放会直接贡献当季营收与毛利，且软件与服务边际成本更低，能够改善总体利润结构与现金流质量。</p><p style=\"text-align: start;\">6月在奥斯汀上线的Robotaxi服务已提供初步的车队化与平台化场景验证，随着网络扩容与配套完善（保洁维护、充电、安保、远程运营与车队管理等），软件与服务收入占比有望提高，并通过更高车辆利用率摊薄固定成本。</p><p style=\"text-align: start;\">市场关注本季度软件功能迭代速度与订阅渗透率提升的协同效应，如果FSD相关功能包的活跃订阅与一次性确认形成良好平衡，递延收入的释放将对毛利率产生支点作用。结合公司强调以正向经营现金流与充裕的现金与投资余额推进AI训练与推理基础设施建设，本季度若在功能迭代与区域放量上取得进展，软件与服务类收入的高毛利特征将更显著，提升整体盈利结构的可持续性。</p><h4 id=\"id_3940661091\">汽车毛利承压，政策变化致监管积分收入回落，服务业务增长展现韧性</h4><p style=\"text-align: start;\"><br/>二季度汽车板块毛利率降至17.2%（去年同期为18.5%），主要受产品组合与平均售价走低以及监管积分收入减少影响。政策端出现新的不确定性，今年7月生效的相关法案调整了燃油经济性与税收抵免的罚则，导致监管积分销售与成本结构发生变化，二季度末汽车监管积分相关的剩余履约义务较一季度减少约11亿美元。</p><p style=\"text-align: start;\">贸易与关税变化可能抬升电池等关键材料的输入成本，压制终端需求与盈利能力，尤其是在欧洲需求偏弱与中国竞争加剧的背景下。美国税收抵免截至9月底的到期效应可能在三季度形成一定的购车前置，从而对交付与收入有所支撑，但这一因素对第四季度的需求边际影响需谨慎评估。</p><p style=\"text-align: start;\">另一方面，服务及其他收入保持韧性，二季度同比增长16.8%至30.46亿美元，体现售后与网络层面的稳定贡献，对整车业务波动形成一定对冲。本季度若价格策略趋于稳健，叠加制造成本继续优化、交付结构改善，以及德州工厂Cybercab建设推进带来的运营效率提升，汽车业务的利润弹性仍取决于价格/成本的动态平衡与区域交付结构的调和，市场亦将关注欧洲销量的修复迹象与中国市场新品（如六座版Model Y L）对结构的带动。</p><h4 id=\"id_1183929019\">资本开支继续增加，特斯拉加码AI与全球产能</h4><p style=\"text-align: start;\"><br/>管理层预计2025年资本开支超过90亿美元，投向AI训练/推理基础设施、全球工厂扩建、设备与新产品导入，节奏随项目里程碑与宏观变化动态调整。二季度利息收入为3.92亿美元，同比增长12.6%，其他净收益为3.20亿美元，较去年同期的净支出改善，受数字资产公允价值变动与汇兑影响。</p><p style=\"text-align: start;\">公司预计继续保持经营性现金流为正，截至二季度末尚有约50亿美元的已承诺未动用授信额度，叠加367.82亿美元的现金及短期投资，为高强度投入与新业务拓展提供缓冲。</p><p style=\"text-align: start;\">若本季度能源与软件递延收入的确认节奏稳定，将对经营性现金流与自由现金流质量产生正向作用，帮助公司在维持投入强度的同时，控制短期利润波动与长期价值打造的张力。另一方面，资本开支在AI、网络与新车型之间的边际分配，将影响未来软件/服务收入占比与单位资本效率的改善路径，市场预期公司将更强调高毛利、低资本强度的收入扩张来提高整体现金流的稳健性。</p><h4 id=\"id_2744423593\">NACS普及驱动充电网络扩容，Cybercab建设铺垫Robotaxi规模化</h4><p style=\"text-align: start;\"><br/>工厂正为今年晚些时候的新车型发布做准备，德州工厂Cybercab处于建设阶段，服务驱动的业务模式正在推进。随着更多车企采用NACS标准，超级充电网络需进一步扩容以满足跨品牌使用需求，服务及其他业务的增长路径更加清晰。网络扩容与车队运营的协同，一方面提升增量车辆的使用效率，另一方面为软件与服务的变现创造更丰富的应用场景。</p><p style=\"text-align: start;\">本季度若在车队化运营与充电网络的资源配置上实现更高密度与更优调度，将有助于降低收入结构对整车业务的依赖度，缓释利润随汽车价格/成本的波动，并为后续Robotaxi规模化预备运维能力与数据闭环。结合奥斯汀试点的经验，市场也在观察车队维护能力、客户体验与安全合规的迭代速度，以评估服务驱动模式在不同城市的推广可行性与单位经济模型。</p><h3 id=\"id_2639989853\">分析师观点</h3><p>法国巴黎银行Exane首次覆盖特斯拉便给出&#34;跑输大盘&#34;评级，目标价定为307美元，暗示较当前水平存在约30%下行空间。根据InvestingPro公允价值分析，该股目前以258.59倍市盈率的高估值交易，呈现高估态势。</p><p style=\"text-align: start;\">摩根士丹利在特斯拉公布第三季度交付数据后，重申&#34;超配&#34;评级及410美元目标价。尽管该公司当前市值达1.51万亿美元且市盈率达272倍，InvestingPro分析指出特斯拉当前交易价格仍高于其公允价值。</p><p>Melius Research周一首次给予特斯拉&#34;买入&#34;评级，目标价定为520美元。虽然该目标价较当前425.46美元的股价存在显著溢价，但InvestingPro分析显示其股价已高于公允价值。</p><p style=\"text-align: start;\"></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>财报前瞻丨特斯拉储能与软件业务持续增长，汽车端价格与相关政策仍是关键变量</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财报前瞻丨特斯拉储能与软件业务持续增长，汽车端价格与相关政策仍是关键变量\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-10-16 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: start;\">特斯拉计划于10月22日（美股盘后）公布2025财年第三季度财报。市场预计本季度营收与利润率将出现边际改善，但汽车端价格策略与政策变化仍可能牵动当季业绩波动。</p></blockquote><h3 id=\"id_378035506\">市场预测</h3><p style=\"text-align: start;\"><br/>市场一致预期本季度总营收约260.68亿美元，同比增长约3.52%；调整后每股收益约0.53美元，同比下降约26.38%。参照公司第二季度财报，能源发电与存储板块未来12个月预计确认约54.7亿美元的合同义务，汽车销售项下的FSD（Supervised）与维护/连接等递延收入未来12个月预计确认约8.31亿美元，这将为后续季度的收入提供一定支撑。结合二季度已披露数据，本季度毛利率预计较Q2有所修复，净利润受汽车价格/组合与监管积分减少影响仍偏谨慎，服务与其他业务的稳健增长与能源毛利韧性将起到结构性对冲。</p><h3 id=\"id_3028734678\">上季度回顾</h3><p style=\"text-align: start;\"><br/>第二季度公司总营收为224.96亿美元，同比下降11.8%；总毛利率为17.2%（去年同期为18.0%）；归属于普通股股东的净利润11.72亿美元，同比下降16.3%；调整后每股收益为0.40美元，同比下降约23.1%。</p><p style=\"text-align: start;\">二季度汽车监管积分收入降至4.39亿美元（同比减少51.0%），研发投入同比增长48.0%至15.89亿美元，运营利润为9.23亿美元，同比下降42.5%，现金与短期投资合计367.82亿美元，上半年经营性现金流为46.96亿美元。</p><p style=\"text-align: start;\">业务层面，服务及其他收入30.46亿美元，同比增长16.8%，体现服务网络与相关附加业务的规模扩张与盈利支撑作用；能源发电与存储收入27.89亿美元，同比下降7.5%，但板块毛利率升至30.3%，显示成本优化带来的结构改善。</p><h3 id=\"id_2774795216\">本季度展望</h3><h4 id=\"id_3997677171\"><br/>储能业务进入收获期：成本优化驱动毛利率提升，现金流质量持续改善</h4><p style=\"text-align: start;\"><br/>能源板块的在手合同履约义务达到103.8亿美元，预计未来12个月确认约54.7亿美元，显示收入的可见性与兑现节奏较为明确。</p><p style=\"text-align: start;\">二季度能源毛利率提升至30.3%，主要受原材料成本回落与产品组合优化影响，即使Megapack平均售价有所回落，单位成本下降与交付结构改善仍支撑毛利率水平。</p><p style=\"text-align: start;\">展望本季度，如果大型储能项目的交付密度与履约进度保持顺畅，能源业务有望继续对集团毛利形成正向拉动，并在现金回笼上贡献更高质量的经营性现金流。</p><p style=\"text-align: start;\">市场也在跟踪北美与海外项目并网进度与多区域交付均衡度，单季收入与毛利的波动可能由项目节点集中确认引起，因此季度间的连续性观察比单季高点更具参考价值。结合公司在产能与项目执行侧的投入，能源板块仍是当前可见度较高的利润支点，预计在Q3‑Q4对冲汽车端的周期性压力，缓和总体利润结构的波动。</p><h4 id=\"id_1357542195\">FSD与Robotaxi驱动新商业模式，软件服务成高毛利增长新范式</h4><p style=\"text-align: start;\"><br/>公司披露与软件相关的递延收入持续增加，汽车销售项下的FSD（Supervised）与维护/连接等递延收入余额约37.5亿美元，预计未来12个月确认约8.31亿美元。递延收入释放会直接贡献当季营收与毛利，且软件与服务边际成本更低，能够改善总体利润结构与现金流质量。</p><p style=\"text-align: start;\">6月在奥斯汀上线的Robotaxi服务已提供初步的车队化与平台化场景验证，随着网络扩容与配套完善（保洁维护、充电、安保、远程运营与车队管理等），软件与服务收入占比有望提高，并通过更高车辆利用率摊薄固定成本。</p><p style=\"text-align: start;\">市场关注本季度软件功能迭代速度与订阅渗透率提升的协同效应，如果FSD相关功能包的活跃订阅与一次性确认形成良好平衡，递延收入的释放将对毛利率产生支点作用。结合公司强调以正向经营现金流与充裕的现金与投资余额推进AI训练与推理基础设施建设，本季度若在功能迭代与区域放量上取得进展，软件与服务类收入的高毛利特征将更显著，提升整体盈利结构的可持续性。</p><h4 id=\"id_3940661091\">汽车毛利承压，政策变化致监管积分收入回落，服务业务增长展现韧性</h4><p style=\"text-align: start;\"><br/>二季度汽车板块毛利率降至17.2%（去年同期为18.5%），主要受产品组合与平均售价走低以及监管积分收入减少影响。政策端出现新的不确定性，今年7月生效的相关法案调整了燃油经济性与税收抵免的罚则，导致监管积分销售与成本结构发生变化，二季度末汽车监管积分相关的剩余履约义务较一季度减少约11亿美元。</p><p style=\"text-align: start;\">贸易与关税变化可能抬升电池等关键材料的输入成本，压制终端需求与盈利能力，尤其是在欧洲需求偏弱与中国竞争加剧的背景下。美国税收抵免截至9月底的到期效应可能在三季度形成一定的购车前置，从而对交付与收入有所支撑，但这一因素对第四季度的需求边际影响需谨慎评估。</p><p style=\"text-align: start;\">另一方面，服务及其他收入保持韧性，二季度同比增长16.8%至30.46亿美元，体现售后与网络层面的稳定贡献，对整车业务波动形成一定对冲。本季度若价格策略趋于稳健，叠加制造成本继续优化、交付结构改善，以及德州工厂Cybercab建设推进带来的运营效率提升，汽车业务的利润弹性仍取决于价格/成本的动态平衡与区域交付结构的调和，市场亦将关注欧洲销量的修复迹象与中国市场新品（如六座版Model Y L）对结构的带动。</p><h4 id=\"id_1183929019\">资本开支继续增加，特斯拉加码AI与全球产能</h4><p style=\"text-align: start;\"><br/>管理层预计2025年资本开支超过90亿美元，投向AI训练/推理基础设施、全球工厂扩建、设备与新产品导入，节奏随项目里程碑与宏观变化动态调整。二季度利息收入为3.92亿美元，同比增长12.6%，其他净收益为3.20亿美元，较去年同期的净支出改善，受数字资产公允价值变动与汇兑影响。</p><p style=\"text-align: start;\">公司预计继续保持经营性现金流为正，截至二季度末尚有约50亿美元的已承诺未动用授信额度，叠加367.82亿美元的现金及短期投资，为高强度投入与新业务拓展提供缓冲。</p><p style=\"text-align: start;\">若本季度能源与软件递延收入的确认节奏稳定，将对经营性现金流与自由现金流质量产生正向作用，帮助公司在维持投入强度的同时，控制短期利润波动与长期价值打造的张力。另一方面，资本开支在AI、网络与新车型之间的边际分配，将影响未来软件/服务收入占比与单位资本效率的改善路径，市场预期公司将更强调高毛利、低资本强度的收入扩张来提高整体现金流的稳健性。</p><h4 id=\"id_2744423593\">NACS普及驱动充电网络扩容，Cybercab建设铺垫Robotaxi规模化</h4><p style=\"text-align: start;\"><br/>工厂正为今年晚些时候的新车型发布做准备，德州工厂Cybercab处于建设阶段，服务驱动的业务模式正在推进。随着更多车企采用NACS标准，超级充电网络需进一步扩容以满足跨品牌使用需求，服务及其他业务的增长路径更加清晰。网络扩容与车队运营的协同，一方面提升增量车辆的使用效率，另一方面为软件与服务的变现创造更丰富的应用场景。</p><p style=\"text-align: start;\">本季度若在车队化运营与充电网络的资源配置上实现更高密度与更优调度，将有助于降低收入结构对整车业务的依赖度，缓释利润随汽车价格/成本的波动，并为后续Robotaxi规模化预备运维能力与数据闭环。结合奥斯汀试点的经验，市场也在观察车队维护能力、客户体验与安全合规的迭代速度，以评估服务驱动模式在不同城市的推广可行性与单位经济模型。</p><h3 id=\"id_2639989853\">分析师观点</h3><p>法国巴黎银行Exane首次覆盖特斯拉便给出&#34;跑输大盘&#34;评级，目标价定为307美元，暗示较当前水平存在约30%下行空间。根据InvestingPro公允价值分析，该股目前以258.59倍市盈率的高估值交易，呈现高估态势。</p><p style=\"text-align: start;\">摩根士丹利在特斯拉公布第三季度交付数据后，重申&#34;超配&#34;评级及410美元目标价。尽管该公司当前市值达1.51万亿美元且市盈率达272倍，InvestingPro分析指出特斯拉当前交易价格仍高于其公允价值。</p><p>Melius Research周一首次给予特斯拉&#34;买入&#34;评级，目标价定为520美元。虽然该目标价较当前425.46美元的股价存在显著溢价，但InvestingPro分析显示其股价已高于公允价值。</p><p style=\"text-align: start;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce341a37ec246076069133285a132978","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165933047","content_text":"特斯拉计划于10月22日（美股盘后）公布2025财年第三季度财报。市场预计本季度营收与利润率将出现边际改善，但汽车端价格策略与政策变化仍可能牵动当季业绩波动。市场预测市场一致预期本季度总营收约260.68亿美元，同比增长约3.52%；调整后每股收益约0.53美元，同比下降约26.38%。参照公司第二季度财报，能源发电与存储板块未来12个月预计确认约54.7亿美元的合同义务，汽车销售项下的FSD（Supervised）与维护/连接等递延收入未来12个月预计确认约8.31亿美元，这将为后续季度的收入提供一定支撑。结合二季度已披露数据，本季度毛利率预计较Q2有所修复，净利润受汽车价格/组合与监管积分减少影响仍偏谨慎，服务与其他业务的稳健增长与能源毛利韧性将起到结构性对冲。上季度回顾第二季度公司总营收为224.96亿美元，同比下降11.8%；总毛利率为17.2%（去年同期为18.0%）；归属于普通股股东的净利润11.72亿美元，同比下降16.3%；调整后每股收益为0.40美元，同比下降约23.1%。二季度汽车监管积分收入降至4.39亿美元（同比减少51.0%），研发投入同比增长48.0%至15.89亿美元，运营利润为9.23亿美元，同比下降42.5%，现金与短期投资合计367.82亿美元，上半年经营性现金流为46.96亿美元。业务层面，服务及其他收入30.46亿美元，同比增长16.8%，体现服务网络与相关附加业务的规模扩张与盈利支撑作用；能源发电与存储收入27.89亿美元，同比下降7.5%，但板块毛利率升至30.3%，显示成本优化带来的结构改善。本季度展望储能业务进入收获期：成本优化驱动毛利率提升，现金流质量持续改善能源板块的在手合同履约义务达到103.8亿美元，预计未来12个月确认约54.7亿美元，显示收入的可见性与兑现节奏较为明确。二季度能源毛利率提升至30.3%，主要受原材料成本回落与产品组合优化影响，即使Megapack平均售价有所回落，单位成本下降与交付结构改善仍支撑毛利率水平。展望本季度，如果大型储能项目的交付密度与履约进度保持顺畅，能源业务有望继续对集团毛利形成正向拉动，并在现金回笼上贡献更高质量的经营性现金流。市场也在跟踪北美与海外项目并网进度与多区域交付均衡度，单季收入与毛利的波动可能由项目节点集中确认引起，因此季度间的连续性观察比单季高点更具参考价值。结合公司在产能与项目执行侧的投入，能源板块仍是当前可见度较高的利润支点，预计在Q3‑Q4对冲汽车端的周期性压力，缓和总体利润结构的波动。FSD与Robotaxi驱动新商业模式，软件服务成高毛利增长新范式公司披露与软件相关的递延收入持续增加，汽车销售项下的FSD（Supervised）与维护/连接等递延收入余额约37.5亿美元，预计未来12个月确认约8.31亿美元。递延收入释放会直接贡献当季营收与毛利，且软件与服务边际成本更低，能够改善总体利润结构与现金流质量。6月在奥斯汀上线的Robotaxi服务已提供初步的车队化与平台化场景验证，随着网络扩容与配套完善（保洁维护、充电、安保、远程运营与车队管理等），软件与服务收入占比有望提高，并通过更高车辆利用率摊薄固定成本。市场关注本季度软件功能迭代速度与订阅渗透率提升的协同效应，如果FSD相关功能包的活跃订阅与一次性确认形成良好平衡，递延收入的释放将对毛利率产生支点作用。结合公司强调以正向经营现金流与充裕的现金与投资余额推进AI训练与推理基础设施建设，本季度若在功能迭代与区域放量上取得进展，软件与服务类收入的高毛利特征将更显著，提升整体盈利结构的可持续性。汽车毛利承压，政策变化致监管积分收入回落，服务业务增长展现韧性二季度汽车板块毛利率降至17.2%（去年同期为18.5%），主要受产品组合与平均售价走低以及监管积分收入减少影响。政策端出现新的不确定性，今年7月生效的相关法案调整了燃油经济性与税收抵免的罚则，导致监管积分销售与成本结构发生变化，二季度末汽车监管积分相关的剩余履约义务较一季度减少约11亿美元。贸易与关税变化可能抬升电池等关键材料的输入成本，压制终端需求与盈利能力，尤其是在欧洲需求偏弱与中国竞争加剧的背景下。美国税收抵免截至9月底的到期效应可能在三季度形成一定的购车前置，从而对交付与收入有所支撑，但这一因素对第四季度的需求边际影响需谨慎评估。另一方面，服务及其他收入保持韧性，二季度同比增长16.8%至30.46亿美元，体现售后与网络层面的稳定贡献，对整车业务波动形成一定对冲。本季度若价格策略趋于稳健，叠加制造成本继续优化、交付结构改善，以及德州工厂Cybercab建设推进带来的运营效率提升，汽车业务的利润弹性仍取决于价格/成本的动态平衡与区域交付结构的调和，市场亦将关注欧洲销量的修复迹象与中国市场新品（如六座版Model Y L）对结构的带动。资本开支继续增加，特斯拉加码AI与全球产能管理层预计2025年资本开支超过90亿美元，投向AI训练/推理基础设施、全球工厂扩建、设备与新产品导入，节奏随项目里程碑与宏观变化动态调整。二季度利息收入为3.92亿美元，同比增长12.6%，其他净收益为3.20亿美元，较去年同期的净支出改善，受数字资产公允价值变动与汇兑影响。公司预计继续保持经营性现金流为正，截至二季度末尚有约50亿美元的已承诺未动用授信额度，叠加367.82亿美元的现金及短期投资，为高强度投入与新业务拓展提供缓冲。若本季度能源与软件递延收入的确认节奏稳定，将对经营性现金流与自由现金流质量产生正向作用，帮助公司在维持投入强度的同时，控制短期利润波动与长期价值打造的张力。另一方面，资本开支在AI、网络与新车型之间的边际分配，将影响未来软件/服务收入占比与单位资本效率的改善路径，市场预期公司将更强调高毛利、低资本强度的收入扩张来提高整体现金流的稳健性。NACS普及驱动充电网络扩容，Cybercab建设铺垫Robotaxi规模化工厂正为今年晚些时候的新车型发布做准备，德州工厂Cybercab处于建设阶段，服务驱动的业务模式正在推进。随着更多车企采用NACS标准，超级充电网络需进一步扩容以满足跨品牌使用需求，服务及其他业务的增长路径更加清晰。网络扩容与车队运营的协同，一方面提升增量车辆的使用效率，另一方面为软件与服务的变现创造更丰富的应用场景。本季度若在车队化运营与充电网络的资源配置上实现更高密度与更优调度，将有助于降低收入结构对整车业务的依赖度，缓释利润随汽车价格/成本的波动，并为后续Robotaxi规模化预备运维能力与数据闭环。结合奥斯汀试点的经验，市场也在观察车队维护能力、客户体验与安全合规的迭代速度，以评估服务驱动模式在不同城市的推广可行性与单位经济模型。分析师观点法国巴黎银行Exane首次覆盖特斯拉便给出\"跑输大盘\"评级，目标价定为307美元，暗示较当前水平存在约30%下行空间。根据InvestingPro公允价值分析，该股目前以258.59倍市盈率的高估值交易，呈现高估态势。摩根士丹利在特斯拉公布第三季度交付数据后，重申\"超配\"评级及410美元目标价。尽管该公司当前市值达1.51万亿美元且市盈率达272倍，InvestingPro分析指出特斯拉当前交易价格仍高于其公允价值。Melius Research周一首次给予特斯拉\"买入\"评级，目标价定为520美元。虽然该目标价较当前425.46美元的股价存在显著溢价，但InvestingPro分析显示其股价已高于公允价值。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489351493923104,"gmtCreate":1760497510954,"gmtModify":1760497513027,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"呵呵","listText":"呵呵","text":"呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489351493923104","repostId":"1126907816","repostType":2,"repost":{"id":"1126907816","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":1760497234,"share":"https://www.laohu8.com/m/news/1126907816?lang=zh_CN&edition=full","pubTime":"2025-10-15 11:00","market":"hk","language":"zh","title":"老铺黄金涨超6%！小摩指其品牌价值提升趋势明确，重申“增持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1126907816","media":"老虎资讯综合","summary":"10月15日，$老铺黄金$涨超6%！摩根大通发布研报称，近日进行了数次考察，与老铺黄金管理层、店铺经理及专家交流，发现其品牌价值提升趋势明确，因为即使在产品提价或品牌促销期结束后，消费者仍愿意在门店外排队等候入内购物。据央视网报道，靠“古法工艺”“中式审美”出圈的老铺黄金，即便今年2月、8月两次涨价，消费者依然“买账”。","content":"<html><head></head><body><p>10月15日，<a href=\"https://laohu8.com/S/06181\">老铺黄金</a>涨超6%！小摩指其品牌价值提升趋势明确，重申“增持”评级。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66508bb81d35ccbb9c7744d3fd6fe425\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>摩根大通发布研报称，近日进行了数次考察，与老铺黄金管理层、店铺经理及专家交流，发现其品牌价值提升趋势明确，因为即使在产品提价或品牌促销期结束后，消费者仍愿意在门店外排队等候入内购物。根据8月至9月份数据，该行预测老铺黄金零售销售表现将维持强劲，憧憬公司将配合节庆时间表推出更多新产品，并采用金漆技术等新工艺，以及未来持续调整门店网络，相信老铺黄金品牌价值仍然继续提升。摩通轻微调整该公司2025至2027年盈利预测，目标价由原先1294港元微升至1296港元，相当于预测2027年市盈率24倍，重申“增持”评级，列老铺黄金为中国消费行业的首选股之一。</p><p style=\"text-align: justify;\">据央视网报道，靠“古法工艺”“中式审美”出圈的老铺黄金，即便今年2月、8月两次涨价，消费者依然“买账”。北京SKP商场老铺黄金专柜销售人员小周介绍，单品价格多在1至6万元之间，根据工艺和结合材料的不同，换算成克价约在1200到1700元，小克重产品单克的价格甚至超过2000元。</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>老铺黄金涨超6%！小摩指其品牌价值提升趋势明确，重申“增持”评级</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老铺黄金涨超6%！小摩指其品牌价值提升趋势明确，重申“增持”评级\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\">2025-10-15 11:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月15日，<a href=\"https://laohu8.com/S/06181\">老铺黄金</a>涨超6%！小摩指其品牌价值提升趋势明确，重申“增持”评级。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66508bb81d35ccbb9c7744d3fd6fe425\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>摩根大通发布研报称，近日进行了数次考察，与老铺黄金管理层、店铺经理及专家交流，发现其品牌价值提升趋势明确，因为即使在产品提价或品牌促销期结束后，消费者仍愿意在门店外排队等候入内购物。根据8月至9月份数据，该行预测老铺黄金零售销售表现将维持强劲，憧憬公司将配合节庆时间表推出更多新产品，并采用金漆技术等新工艺，以及未来持续调整门店网络，相信老铺黄金品牌价值仍然继续提升。摩通轻微调整该公司2025至2027年盈利预测，目标价由原先1294港元微升至1296港元，相当于预测2027年市盈率24倍，重申“增持”评级，列老铺黄金为中国消费行业的首选股之一。</p><p style=\"text-align: justify;\">据央视网报道，靠“古法工艺”“中式审美”出圈的老铺黄金，即便今年2月、8月两次涨价，消费者依然“买账”。北京SKP商场老铺黄金专柜销售人员小周介绍，单品价格多在1至6万元之间，根据工艺和结合材料的不同，换算成克价约在1200到1700元，小克重产品单克的价格甚至超过2000元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0106831901.USD":"贝莱德世界金融基金A2","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","BK4534":"瑞士信贷持仓","JPM":"摩根大通","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4516":"特朗普概念","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999002232.USD":"Allianz Global High Payout USD","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","06181":"老铺黄金","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4585":"ETF&股票定投概念","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","BK1544":"黄金股","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4566":"资本集团","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4504":"桥水持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","BK4207":"综合性银行","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK1227":"服装、服饰与奢侈品","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","SG9999001051.SGD":"United Asia Fund SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126907816","content_text":"10月15日，老铺黄金涨超6%！小摩指其品牌价值提升趋势明确，重申“增持”评级。摩根大通发布研报称，近日进行了数次考察，与老铺黄金管理层、店铺经理及专家交流，发现其品牌价值提升趋势明确，因为即使在产品提价或品牌促销期结束后，消费者仍愿意在门店外排队等候入内购物。根据8月至9月份数据，该行预测老铺黄金零售销售表现将维持强劲，憧憬公司将配合节庆时间表推出更多新产品，并采用金漆技术等新工艺，以及未来持续调整门店网络，相信老铺黄金品牌价值仍然继续提升。摩通轻微调整该公司2025至2027年盈利预测，目标价由原先1294港元微升至1296港元，相当于预测2027年市盈率24倍，重申“增持”评级，列老铺黄金为中国消费行业的首选股之一。据央视网报道，靠“古法工艺”“中式审美”出圈的老铺黄金，即便今年2月、8月两次涨价，消费者依然“买账”。北京SKP商场老铺黄金专柜销售人员小周介绍，单品价格多在1至6万元之间，根据工艺和结合材料的不同，换算成克价约在1200到1700元，小克重产品单克的价格甚至超过2000元。","news_type":1,"symbols_score_info":{"JPM":0.9,"06181":1}},"isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":227737266954408,"gmtCreate":1696607965929,"gmtModify":1696607987709,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a>马上过40的节奏啦l[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a>马上过40的节奏啦l[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"$瑞幸咖啡(LKNCY)$ 马上过40的节奏啦l[财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/15eb05f51a188c9b10c1d816ead634d9","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/227737266954408","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491875859088737","authorId":"3491875859088737","name":"平田真悲剧平男","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3491875859088737","authorIdStr":"3491875859088737"},"content":"老哥方便聊聊吗瑞幸原来的的股东会转移到粉单里来嘛？瑞幸的粉单可以做价值投资吗","text":"老哥方便聊聊吗瑞幸原来的的股东会转移到粉单里来嘛？瑞幸的粉单可以做价值投资吗","html":"老哥方便聊聊吗瑞幸原来的的股东会转移到粉单里来嘛？瑞幸的粉单可以做价值投资吗"},{"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"content":"价值与价格你先学习一下吧","text":"价值与价格你先学习一下吧","html":"价值与价格你先学习一下吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":188325080924176,"gmtCreate":1687003276173,"gmtModify":1687003280789,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01499\">$欧科云链(01499)$&nbsp;</a>盖茨访华！你要起来了吧！[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01499\">$欧科云链(01499)$&nbsp;</a>盖茨访华！你要起来了吧！[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"$欧科云链(01499)$ 盖茨访华！你要起来了吧！[财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/d341e602bb720e0771a70c7c6e901aa4","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/188325080924176","isVote":1,"tweetType":1,"viewCount":3707,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576744620183830","authorId":"3576744620183830","name":"宝宝鸭","avatar":"https://static.tigerbbs.com/6fffbf5e3a7258d1665fedc4368de4ed","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576744620183830","authorIdStr":"3576744620183830"},"content":"这股你还在？[捂脸]","text":"这股你还在？[捂脸]","html":"这股你还在？[捂脸]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":203882405601536,"gmtCreate":1690814281872,"gmtModify":1690814286318,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a>今晚30起步啦[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$&nbsp;</a>今晚30起步啦[财迷]&nbsp;[财迷]&nbsp;","text":"$瑞幸咖啡(LKNCY)$ 今晚30起步啦[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/0d8a72a40a2eb40d8d54d2f533d5b177","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/203882405601536","isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":6,"crmLevelSwitch":0,"idStr":"4120360017010400","authorIdStr":"4120360017010400"},"content":"今晚破30，明天32，然后准备走","text":"今晚破30，明天32，然后准备走","html":"今晚破30，明天32，然后准备走"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":331522882,"gmtCreate":1609731381546,"gmtModify":1703740076833,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚直接上60刀你信不信[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚直接上60刀你信不信[开心]&nbsp;[开心]&nbsp;","text":"$蔚来(NIO)$今晚直接上60刀你信不信[开心] [开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/331522882","isVote":1,"tweetType":1,"viewCount":5579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499109647262360","authorId":"3499109647262360","name":"收割鸡","avatar":"https://static.tigerbbs.com/88ebf52db9c81b783156ab83921fce6f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3499109647262360","authorIdStr":"3499109647262360"},"content":"信个鬼 [得意]","text":"信个鬼 [得意]","html":"信个鬼 [得意]"},{"author":{"id":"3535281594531938","authorId":"3535281594531938","name":"进击的阿甘","avatar":"https://static.tigerbbs.com/4a29fd4df6c60f92879d15c0ac934b7e","crmLevel":2,"crmLevelSwitch":1,"idStr":"3535281594531938","authorIdStr":"3535281594531938"},"content":"我有点不信哈哈","text":"我有点不信哈哈","html":"我有点不信哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368756728787128,"gmtCreate":1731069978281,"gmtModify":1731070310711,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$&nbsp;</a> 有点不要脸了吧你也是！ [喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$&nbsp;</a> 有点不要脸了吧你也是！ [喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"$Phunware, Inc.(PHUN)$ 有点不要脸了吧你也是！ [喷血] [喷血]","images":[{"img":"https://static.tigerbbs.com/98eb1d8a582f72718a90d8abae9ea2b0","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/368756728787128","isVote":1,"tweetType":1,"viewCount":2907,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553132133578331","authorId":"3553132133578331","name":"德彪西的彪","avatar":"https://static.tigerbbs.com/e125f3758ac34ee1df51e8742f3bf7d5","crmLevel":2,"crmLevelSwitch":1,"idStr":"3553132133578331","authorIdStr":"3553132133578331"},"content":"我448成本 [流泪]","text":"我448成本 [流泪]","html":"我448成本 [流泪]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":419453097579104,"gmtCreate":1743437032853,"gmtModify":1743437034283,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a> 大股东赶快回购吧！[笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a> 大股东赶快回购吧！[笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","text":"$车车科技(CCG)$ 大股东赶快回购吧！[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/419453097579104","isVote":1,"tweetType":1,"viewCount":3448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504266316821408","authorId":"3504266316821408","name":"关注者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3504266316821408","authorIdStr":"3504266316821408"},"content":"好，我已经开始准备6毛左右回购了","text":"好，我已经开始准备6毛左右回购了","html":"好，我已经开始准备6毛左右回购了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392077991,"gmtCreate":1607347416813,"gmtModify":1703847260287,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>18%涨幅今晚","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>18%涨幅今晚","text":"$蔚来(NIO)$18%涨幅今晚","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/392077991","isVote":1,"tweetType":1,"viewCount":5534,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498606706555261","authorId":"3498606706555261","name":"财神爷显灵","avatar":"https://static.tigerbbs.com/5aed8150a364196a925b61d5cd2aebb1","crmLevel":2,"crmLevelSwitch":0,"idStr":"3498606706555261","authorIdStr":"3498606706555261"},"content":"跟我想的一样","text":"跟我想的一样","html":"跟我想的一样"},{"author":{"id":"3536087792510617","authorId":"3536087792510617","name":"美股探索者","avatar":"https://static.tigerbbs.com/befb0222d3d07a306ca13deefe4f89c2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3536087792510617","authorIdStr":"3536087792510617"},"content":"这是你亏的比例吗？","text":"这是你亏的比例吗？","html":"这是你亏的比例吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606537776,"gmtCreate":1638891443157,"gmtModify":1638891443157,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>本月破60刀！[得意]&nbsp;[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>本月破60刀！[得意]&nbsp;[得意]&nbsp;","text":"$蔚来(NIO)$本月破60刀！[得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/606537776","isVote":1,"tweetType":1,"viewCount":5447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3462077538108273","authorIdStr":"3462077538108273"},"content":"前段时间我还觉得有戏，现在看太难了","text":"前段时间我还觉得有戏，现在看太难了","html":"前段时间我还觉得有戏，现在看太难了"},{"author":{"id":"4100607978115520","authorId":"4100607978115520","name":"盏里","avatar":"https://static.tigerbbs.com/e929836e4898255bf8e4342ba9db1ba6","crmLevel":4,"crmLevelSwitch":1,"idStr":"4100607978115520","authorIdStr":"4100607978115520"},"content":"梦里啥都有","text":"梦里啥都有","html":"梦里啥都有"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615487075,"gmtCreate":1653065094097,"gmtModify":1653072808365,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一会儿就反弹[得意]&nbsp;[爱你]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一会儿就反弹[得意]&nbsp;[爱你]&nbsp;","text":"$蔚来(NIO)$一会儿就反弹[得意] [爱你]","images":[{"img":"https://static.tigerbbs.com/857988f1b4f1d69452297ffb3b4e7696","width":"1080","height":"1349"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/615487075","isVote":1,"tweetType":1,"viewCount":11363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844919825,"gmtCreate":1636382663036,"gmtModify":1636382663036,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚49.88","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚49.88","text":"$蔚来(NIO)$今晚49.88","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/844919825","isVote":1,"tweetType":1,"viewCount":6433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}