稳定压倒一切皆有可能的个人主页 - 老虎社区

稳定压倒一切皆有可能

稳定压倒一切皆有可能

坚定不移撤出中概资产

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0勋章

稳定压倒一切皆有可能

02-28

$英伟达(NVDA)$ 跌这么多，不太理解怎么期权波动不大呀？

稳定压倒一切皆有可能

02-12

答案是：1.低开高走 2.胜券在握 3.踏空 4.收阳 5 .阿里巴巴[财迷][开心]

稳定压倒一切皆有可能

02-06

引蛇出洞

德银重磅报告：Deepseek爆火之后，整个中国资产都将重估！

稳定压倒一切皆有可能

2024-11-27

$阿里巴巴(BABA)$ 高开低走

稳定压倒一切皆有可能

2024-11-20

$阿里巴巴(BABA)$ 发债意味着缺钱，至少是现金不够灵活了。鲸落的前奏。但也无法如上仙所愿，万物春生。

稳定压倒一切皆有可能

2024-11-19

阿里牛逼，吃肉一口没有，挨打一次没拉下

金沙古酒发文：称拼多多、淘宝平台多家店铺销售假冒产品

稳定压倒一切皆有可能

2024-11-18

$阿里巴巴-W(09988)$ 日落西山，再无机会

稳定压倒一切皆有可能

2024-11-15

$阿里巴巴(BABA)$ 这次财报，对阿里来说，堪比高考。

稳定压倒一切皆有可能

2024-11-14

🙈啪啪打脸

哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈

稳定压倒一切皆有可能

2024-11-07

大客户都跑了

阿里巴巴：AI开启阿里云新成长

稳定压倒一切皆有可能

2024-10-22

吹牛大托拉斯

蚂蚁集团陈亮：纯血鸿蒙版支付宝已上线数百万个小程序

稳定压倒一切皆有可能

2024-10-07

$中国科技指数ETF-Guggenheim(CQQQ)$ 成分股都没涨，指数这么猛？

稳定压倒一切皆有可能

2024-09-26

$农夫山泉(09633)$ 争先恐后当首富😁

稳定压倒一切皆有可能

2024-09-16

$农夫山泉(09633)$ 反正不能当首富

稳定压倒一切皆有可能

2024-08-21

$中国海外互联网ETF-KraneShares(KWEB)$ 建议砍$阿里巴巴-SW(09988)$ ，增加 $小米集团-W(01810)$

稳定压倒一切皆有可能

2024-08-01

$阿里巴巴(BABA)$ 小心有诈

稳定压倒一切皆有可能

2024-06-10

$阿里巴巴(BABA)$ 谁说淘宝有改进，app 运行速度和购物体验依然没有拼多多流畅。日用品还是拼多多更实惠。可能错了就是错过了，没有机会了。

稳定压倒一切皆有可能

2024-05-23

$中国海外互联网ETF-KraneShares(KWEB)$ 支持投票剔除阿里

稳定压倒一切皆有可能

2024-05-22

$阿里巴巴(BABA)$ 又被多多砍一刀

稳定压倒一切皆有可能

2024-05-18

我想要更小的 iphone

媒体消息：苹果计划在2025年推出更薄的iPhone

去老虎APP查看更多动态

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2.胜券在握 3.踏空 4.收阳 5 .阿里巴巴[财迷][开心]","listText":"答案是：1.低开高走 2.胜券在握 3.踏空 4.收阳 5 .阿里巴巴[财迷][开心]","text":"答案是：1.低开高走 2.胜券在握 3.踏空 4.收阳 5 .阿里巴巴[财迷][开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402827085730120","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400768452272496,"gmtCreate":1738851239548,"gmtModify":1738851241557,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"引蛇出洞","listText":"引蛇出洞","text":"引蛇出洞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400768452272496","repostId":"1176790745","repostType":4,"repost":{"id":"1176790745","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":1738831250,"share":"https://www.laohu8.com/m/news/1176790745?lang=&edition=full","pubTime":"2025-02-06 16:40","market":"sh","language":"zh","title":"德银重磅报告：Deepseek爆火之后，整个中国资产都将重估！","url":"https://stock-news.laohu8.com/highlight/detail?id=1176790745","media":"老虎资讯综合","summary":"中国股票的“估值折价”将消失，牛市将超越此前高点。","content":"<html><head></head><body><p>德银认为，中国制造业和服务业占据全球领先地位，而DeepSeek的推出更像是中国的“斯普特尼克”时刻，预计中国股票的“估值折价”将消失，盈利能力可能因政策支持消费和金融自由化而超出预期。<strong>港股/A股的牛市始于2024年，预计会在中期内超过之前的高点。</strong></p><p style=\"text-align: justify;\">Deepseek爆火之后，要重估的或是整个中国资产。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5018ae0b867b07f5f62ec6c7f74f562\" title=\"\" tg-width=\"1271\" tg-height=\"824\"/></p><p style=\"text-align: justify;\">在2月5日的最新报告中，德意志银行唱多称，2<strong>025年是中国超越其他国家的一年，预计中国股票“估值折价”将消失，A股/港股牛市将继续并超过此前高点。德银表示：</strong></p><blockquote><p style=\"text-align: justify;\">2025年被视为投资界意识到中国在全球竞争中领先的一年。越来越难以不承认，中国企业在多个制造和服务业领域提供高性价比和优质产品。</p><p style=\"text-align: justify;\">我们预计中国股票的“估值折价”将消失，盈利能力可能因政策支持消费和金融自由化而超出预期。港股/A股的牛市始于2024年，预计会在中期内超过之前的高点。</p></blockquote><p style=\"text-align: justify;\">具体来看，德银表示，中国制造业和服务业占据全球两线地位，而DeepSeek更像是中国的“斯普特尼克”时刻</p><blockquote><p>中国在服装、纺织品、玩具、基础电子、钢铁、造船等领域，以及电信设备、核能、国防和高速铁路等复杂行业中也占据领导地位。而在2025年，中国在一周内推出了世界上第一架第六代战斗机和其低成本的人工智能系统DeepSeek。</p><p style=\"text-align: justify;\">马克·安德森将DeepSeek的推出称为“人工智能的斯普特尼克时刻”，但这更像是中国的斯普特尼克时刻，中国知识产权得到了认可。中国在高附加值领域表现出色并主导供应链的领域列表，正在以前所未有的速度扩展。</p></blockquote><p style=\"text-align: justify;\">德银认为，如今中国正处于1980年代初期的日本</p><blockquote><p style=\"text-align: justify;\">人们开始意识到，中国现在所处的位置不是1989年的日本，<strong>而是1980年代初期的日本，当时日本价值链正在迅速攀升，以更低的价格提供更高质量的产品，并且不断创新。</strong></p></blockquote><p style=\"text-align: justify;\">此外，德银乐观地指出，中美贸易问题可能会带来正面惊喜，而且贸易和市场并非那么紧密相关：</p><blockquote><p style=\"text-align: justify;\">随着中国企业在全球范围内的主导地位不断巩固，估值折扣似乎最终应该转变为溢价。我们相信投资者将不得不在中期内迅速转向中国，并且在不推高股价的情况下很难获得中国股票。</p></blockquote><h2 id=\"id_3845138230\">中国制造业优势日益凸显</h2><p style=\"text-align: justify;\">近年来，中国制造业在全球范围内的优势日益凸显。</p><p style=\"text-align: justify;\">德银表示：</p><blockquote><p style=\"text-align: justify;\">从最初在服装、纺织品和玩具领域的崛起，到如今在基础电子、钢铁、造船等领域占据主导地位，中国制造业的发展轨迹令人瞩目。特别是在白色家电、太阳能等领域，中国企业的表现更是异军突起。</p><p style=\"text-align: justify;\">值得注意的是，中国在电信设备、核电、国防和高速铁路等复杂行业中的崛起，展现了其强大的技术实力。2024年底，中国在汽车出口领域的快速崛起引起全球关注，其高性能、外观吸引人且价格具有竞争力的电动汽车（EV）成功打入国际市场。<strong>2025年，中国更是在短短一周内推出了世界上第一架第六代战斗机和低成本人工智能系统DeepSeek，这被视为中国知识产权得到认可的重要标志。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7df470403c07a39a2539bdf755d3937\" title=\"\" tg-width=\"1210\" tg-height=\"491\"/></p></blockquote><p style=\"text-align: justify;\">中国制造业的实力可以从以下几个方面得到印证：</p><blockquote><ol start=\"1\" style=\"\"><li><p>出口规模：中国的商品出口额是美国的两倍，贡献了全球制造业增加值的30%。</p></li><li><p>专利申请：2023年，中国占全球专利申请的近一半。在电动汽车领域，中国拥有约70%的专利，5G和6G电信设备领域也有类似优势。</p></li><li><p>人才储备：除印度外，中国拥有比世界其他国家更多的STEM（科学、技术、工程和数学）毕业生。</p></li><li><p>产业集群：中国为关键行业创造了类似硅谷的本地专业集群，并与大学在研究方面紧密合作。</p></li></ol></blockquote><h2 id=\"id_2310943148\">中国更像1980年代初期的日本</h2><p style=\"text-align: justify;\">德银认为，中国更像1980年代初期的日本：</p><blockquote><p style=\"text-align: justify;\">日本增长是通过利用丰富的廉价劳动力、资本的密集使用以及生产力的提高来实现的。国内投资占GDP的30%以上，这得益于保持低利率的金融抑制政策。日本通过合资企业获取新技术。储蓄在1970年代初占GDP的40%，然后在1980年代初降至近30%。日本在1970年代开始在海外设立工厂以避免贸易摩擦，中国最近才开始采取这样的行动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07a5cb422fa74e663e78bca4d0a58321\" title=\"\" tg-width=\"919\" tg-height=\"442\"/></p></blockquote><p style=\"text-align: justify;\">德银还表示：</p><blockquote><p style=\"text-align: justify;\">自由化金融体系对促进消费是有帮助的，通过正常化利率，从而结束从存款人到企业的资金转移。这将减少过度投资和过度竞争，因为资本得到了配给，这将有利于提高国有企业回报率。我们预计，随着国有企业提高回报率，将要求缓解过度竞争以提高股票价值。我们预计这将在2025年成为一个关键话题，该因素将成为推动牛市的关键因素。</p></blockquote><p style=\"text-align: justify;\">此外，中国经济和出口仍保持较快增长。2024年，中国出口增长7%，对巴西、阿联酋和沙特阿拉伯的出口分别增长23%、19%和18%，对&#34;一带一路&#34;中的东盟国家增长13%。中国对东盟和金砖国家的出口现已相当于对美国和欧盟的出口总和，且过去五年中，对这些目的地的出口市场份额每年增长两个百分点。</p><p style=\"text-align: justify;\">中国经济增长的动力来自几个方面：</p><blockquote><ol start=\"1\" style=\"\"><li><p>制造业优势：在几乎所有行业中，中国都拥有世界领先的公司，并不断抢占市场份额。</p></li><li><p>&#34;一带一路&#34;倡议：该倡议打开了中亚、西亚、中东和北非等地区，扩大了中国的潜在市场。</p></li><li><p>自动化领先：约70%的工业机器人安装在中国，推动了生产力优势。</p></li><li><p>内需潜力：家庭存款增长放缓至名义GDP增长率的两倍，但自2020年以来，储蓄增加了10万亿美元，预计这些储蓄将在中期内流入消费和股票市场。</p></li></ol></blockquote><h2 id=\"id_2606004207\">中美贸易问题可能带来正面惊喜，贸易和市场并非那么紧密相关</h2><p style=\"text-align: justify;\">据央视新闻此前报道，美国总统特朗普2月1日签署行政令，<strong>对进口自中国的商品加征10%的关税</strong>。但德银认为，实际情况可能比预期更为有利。特朗普政府似乎更看重战术上的胜利，而非坚持难以获得支持的意识形态立场。</p><p style=\"text-align: justify;\">DeepSeek的推出动摇了世界对中国可以被遏制的信念。更好的做法可能是通过降低监管、提供廉价能源和相对较低的进口中间产品壁垒来刺激商业。预计在中期选举前，更倾向于贸易的立场最终将成为发展中的&#34;美国优先&#34;议程的一部分。</p><p style=\"text-align: justify;\">德银分析认为，一个快速达成的中美贸易协议可能涉及有限的关税、撤销一些当前的限制，以及美国和中国公司之间的一些大型合同。如果这种情况发生，预计中国股市将会上涨。</p><blockquote><p style=\"text-align: justify;\"><strong>出口下降可能在一段时间内反而推动股市上涨。中国在各行业的主导地位是通过在许多领域的过度投资实现的。如果能够限制供应，可能对股票有利，并释放一些资本用于国内消费。</strong></p></blockquote><p style=\"text-align: justify;\">整体来看，德银认为，随着中国企业在全球范围内的主导地位不断巩固，投资者可能需要迅速调整策略，增加对中国市场的配置。预计香港/中国股市将在中期内继续领先全球市场，延续2024年的强劲表现。</p><blockquote><p style=\"text-align: justify;\"><strong>我们认为全球投资者往往严重低配中国，就像他们几年前回避化石燃料一样，直到市场惩罚了那些做出非市场决策的人。我们看到今天基金对中国的持仓与此相似。喜欢领先公司、拥有护城河的投资者不能忽视，如今是中国公司拥有宽广和深厚的护城河，而不是西方公司。</strong></p><p style=\"text-align: justify;\">随着中国企业在全球范围内的主导地位不断巩固，中国故事估值折价似乎最终应该转变为溢价。我们相信投资者将不得不在中期内迅速转向中国，并且在不推高股价的情况下很难获得中国股票。我们之前一直看好，但对于找到什么因素会促使世界觉醒并购买感到困扰，我们相信中国的“斯普特尼克时刻”（或电动汽车领域的主导地位）就是这个因素。</p></blockquote></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>德银重磅报告：Deepseek爆火之后，整个中国资产都将重估！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n德银重磅报告：Deepseek爆火之后，整个中国资产都将重估！\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\">2025-02-06 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>德银认为，中国制造业和服务业占据全球领先地位，而DeepSeek的推出更像是中国的“斯普特尼克”时刻，预计中国股票的“估值折价”将消失，盈利能力可能因政策支持消费和金融自由化而超出预期。<strong>港股/A股的牛市始于2024年，预计会在中期内超过之前的高点。</strong></p><p style=\"text-align: justify;\">Deepseek爆火之后，要重估的或是整个中国资产。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5018ae0b867b07f5f62ec6c7f74f562\" title=\"\" tg-width=\"1271\" tg-height=\"824\"/></p><p style=\"text-align: justify;\">在2月5日的最新报告中，德意志银行唱多称，2<strong>025年是中国超越其他国家的一年，预计中国股票“估值折价”将消失，A股/港股牛市将继续并超过此前高点。德银表示：</strong></p><blockquote><p style=\"text-align: justify;\">2025年被视为投资界意识到中国在全球竞争中领先的一年。越来越难以不承认，中国企业在多个制造和服务业领域提供高性价比和优质产品。</p><p style=\"text-align: justify;\">我们预计中国股票的“估值折价”将消失，盈利能力可能因政策支持消费和金融自由化而超出预期。港股/A股的牛市始于2024年，预计会在中期内超过之前的高点。</p></blockquote><p style=\"text-align: justify;\">具体来看，德银表示，中国制造业和服务业占据全球两线地位，而DeepSeek更像是中国的“斯普特尼克”时刻</p><blockquote><p>中国在服装、纺织品、玩具、基础电子、钢铁、造船等领域，以及电信设备、核能、国防和高速铁路等复杂行业中也占据领导地位。而在2025年，中国在一周内推出了世界上第一架第六代战斗机和其低成本的人工智能系统DeepSeek。</p><p style=\"text-align: justify;\">马克·安德森将DeepSeek的推出称为“人工智能的斯普特尼克时刻”，但这更像是中国的斯普特尼克时刻，中国知识产权得到了认可。中国在高附加值领域表现出色并主导供应链的领域列表，正在以前所未有的速度扩展。</p></blockquote><p style=\"text-align: justify;\">德银认为，如今中国正处于1980年代初期的日本</p><blockquote><p style=\"text-align: justify;\">人们开始意识到，中国现在所处的位置不是1989年的日本，<strong>而是1980年代初期的日本，当时日本价值链正在迅速攀升，以更低的价格提供更高质量的产品，并且不断创新。</strong></p></blockquote><p style=\"text-align: justify;\">此外，德银乐观地指出，中美贸易问题可能会带来正面惊喜，而且贸易和市场并非那么紧密相关：</p><blockquote><p style=\"text-align: justify;\">随着中国企业在全球范围内的主导地位不断巩固，估值折扣似乎最终应该转变为溢价。我们相信投资者将不得不在中期内迅速转向中国，并且在不推高股价的情况下很难获得中国股票。</p></blockquote><h2 id=\"id_3845138230\">中国制造业优势日益凸显</h2><p style=\"text-align: justify;\">近年来，中国制造业在全球范围内的优势日益凸显。</p><p style=\"text-align: justify;\">德银表示：</p><blockquote><p style=\"text-align: justify;\">从最初在服装、纺织品和玩具领域的崛起，到如今在基础电子、钢铁、造船等领域占据主导地位，中国制造业的发展轨迹令人瞩目。特别是在白色家电、太阳能等领域，中国企业的表现更是异军突起。</p><p style=\"text-align: justify;\">值得注意的是，中国在电信设备、核电、国防和高速铁路等复杂行业中的崛起，展现了其强大的技术实力。2024年底，中国在汽车出口领域的快速崛起引起全球关注，其高性能、外观吸引人且价格具有竞争力的电动汽车（EV）成功打入国际市场。<strong>2025年，中国更是在短短一周内推出了世界上第一架第六代战斗机和低成本人工智能系统DeepSeek，这被视为中国知识产权得到认可的重要标志。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7df470403c07a39a2539bdf755d3937\" title=\"\" tg-width=\"1210\" tg-height=\"491\"/></p></blockquote><p style=\"text-align: justify;\">中国制造业的实力可以从以下几个方面得到印证：</p><blockquote><ol start=\"1\" style=\"\"><li><p>出口规模：中国的商品出口额是美国的两倍，贡献了全球制造业增加值的30%。</p></li><li><p>专利申请：2023年，中国占全球专利申请的近一半。在电动汽车领域，中国拥有约70%的专利，5G和6G电信设备领域也有类似优势。</p></li><li><p>人才储备：除印度外，中国拥有比世界其他国家更多的STEM（科学、技术、工程和数学）毕业生。</p></li><li><p>产业集群：中国为关键行业创造了类似硅谷的本地专业集群，并与大学在研究方面紧密合作。</p></li></ol></blockquote><h2 id=\"id_2310943148\">中国更像1980年代初期的日本</h2><p style=\"text-align: justify;\">德银认为，中国更像1980年代初期的日本：</p><blockquote><p style=\"text-align: justify;\">日本增长是通过利用丰富的廉价劳动力、资本的密集使用以及生产力的提高来实现的。国内投资占GDP的30%以上，这得益于保持低利率的金融抑制政策。日本通过合资企业获取新技术。储蓄在1970年代初占GDP的40%，然后在1980年代初降至近30%。日本在1970年代开始在海外设立工厂以避免贸易摩擦，中国最近才开始采取这样的行动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07a5cb422fa74e663e78bca4d0a58321\" title=\"\" tg-width=\"919\" tg-height=\"442\"/></p></blockquote><p style=\"text-align: justify;\">德银还表示：</p><blockquote><p style=\"text-align: justify;\">自由化金融体系对促进消费是有帮助的，通过正常化利率，从而结束从存款人到企业的资金转移。这将减少过度投资和过度竞争，因为资本得到了配给，这将有利于提高国有企业回报率。我们预计，随着国有企业提高回报率，将要求缓解过度竞争以提高股票价值。我们预计这将在2025年成为一个关键话题，该因素将成为推动牛市的关键因素。</p></blockquote><p style=\"text-align: justify;\">此外，中国经济和出口仍保持较快增长。2024年，中国出口增长7%，对巴西、阿联酋和沙特阿拉伯的出口分别增长23%、19%和18%，对&#34;一带一路&#34;中的东盟国家增长13%。中国对东盟和金砖国家的出口现已相当于对美国和欧盟的出口总和，且过去五年中，对这些目的地的出口市场份额每年增长两个百分点。</p><p style=\"text-align: justify;\">中国经济增长的动力来自几个方面：</p><blockquote><ol start=\"1\" style=\"\"><li><p>制造业优势：在几乎所有行业中，中国都拥有世界领先的公司，并不断抢占市场份额。</p></li><li><p>&#34;一带一路&#34;倡议：该倡议打开了中亚、西亚、中东和北非等地区，扩大了中国的潜在市场。</p></li><li><p>自动化领先：约70%的工业机器人安装在中国，推动了生产力优势。</p></li><li><p>内需潜力：家庭存款增长放缓至名义GDP增长率的两倍，但自2020年以来，储蓄增加了10万亿美元，预计这些储蓄将在中期内流入消费和股票市场。</p></li></ol></blockquote><h2 id=\"id_2606004207\">中美贸易问题可能带来正面惊喜，贸易和市场并非那么紧密相关</h2><p style=\"text-align: justify;\">据央视新闻此前报道，美国总统特朗普2月1日签署行政令，<strong>对进口自中国的商品加征10%的关税</strong>。但德银认为，实际情况可能比预期更为有利。特朗普政府似乎更看重战术上的胜利，而非坚持难以获得支持的意识形态立场。</p><p style=\"text-align: justify;\">DeepSeek的推出动摇了世界对中国可以被遏制的信念。更好的做法可能是通过降低监管、提供廉价能源和相对较低的进口中间产品壁垒来刺激商业。预计在中期选举前，更倾向于贸易的立场最终将成为发展中的&#34;美国优先&#34;议程的一部分。</p><p style=\"text-align: justify;\">德银分析认为，一个快速达成的中美贸易协议可能涉及有限的关税、撤销一些当前的限制，以及美国和中国公司之间的一些大型合同。如果这种情况发生，预计中国股市将会上涨。</p><blockquote><p style=\"text-align: justify;\"><strong>出口下降可能在一段时间内反而推动股市上涨。中国在各行业的主导地位是通过在许多领域的过度投资实现的。如果能够限制供应，可能对股票有利，并释放一些资本用于国内消费。</strong></p></blockquote><p style=\"text-align: justify;\">整体来看，德银认为，随着中国企业在全球范围内的主导地位不断巩固，投资者可能需要迅速调整策略，增加对中国市场的配置。预计香港/中国股市将在中期内继续领先全球市场，延续2024年的强劲表现。</p><blockquote><p style=\"text-align: justify;\"><strong>我们认为全球投资者往往严重低配中国，就像他们几年前回避化石燃料一样，直到市场惩罚了那些做出非市场决策的人。我们看到今天基金对中国的持仓与此相似。喜欢领先公司、拥有护城河的投资者不能忽视，如今是中国公司拥有宽广和深厚的护城河，而不是西方公司。</strong></p><p style=\"text-align: justify;\">随着中国企业在全球范围内的主导地位不断巩固，中国故事估值折价似乎最终应该转变为溢价。我们相信投资者将不得不在中期内迅速转向中国，并且在不推高股价的情况下很难获得中国股票。我们之前一直看好，但对于找到什么因素会促使世界觉醒并购买感到困扰，我们相信中国的“斯普特尼克时刻”（或电动汽车领域的主导地位）就是这个因素。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares","YINN":"三倍做多富时中国ETF-Direxion","CWEB":"两倍做多沪深中国互联网股票ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176790745","content_text":"德银认为，中国制造业和服务业占据全球领先地位，而DeepSeek的推出更像是中国的“斯普特尼克”时刻，预计中国股票的“估值折价”将消失，盈利能力可能因政策支持消费和金融自由化而超出预期。港股/A股的牛市始于2024年，预计会在中期内超过之前的高点。Deepseek爆火之后，要重估的或是整个中国资产。在2月5日的最新报告中，德意志银行唱多称，2025年是中国超越其他国家的一年，预计中国股票“估值折价”将消失，A股/港股牛市将继续并超过此前高点。德银表示：2025年被视为投资界意识到中国在全球竞争中领先的一年。越来越难以不承认，中国企业在多个制造和服务业领域提供高性价比和优质产品。我们预计中国股票的“估值折价”将消失，盈利能力可能因政策支持消费和金融自由化而超出预期。港股/A股的牛市始于2024年，预计会在中期内超过之前的高点。具体来看，德银表示，中国制造业和服务业占据全球两线地位，而DeepSeek更像是中国的“斯普特尼克”时刻中国在服装、纺织品、玩具、基础电子、钢铁、造船等领域，以及电信设备、核能、国防和高速铁路等复杂行业中也占据领导地位。而在2025年，中国在一周内推出了世界上第一架第六代战斗机和其低成本的人工智能系统DeepSeek。马克·安德森将DeepSeek的推出称为“人工智能的斯普特尼克时刻”，但这更像是中国的斯普特尼克时刻，中国知识产权得到了认可。中国在高附加值领域表现出色并主导供应链的领域列表，正在以前所未有的速度扩展。德银认为，如今中国正处于1980年代初期的日本人们开始意识到，中国现在所处的位置不是1989年的日本，而是1980年代初期的日本，当时日本价值链正在迅速攀升，以更低的价格提供更高质量的产品，并且不断创新。此外，德银乐观地指出，中美贸易问题可能会带来正面惊喜，而且贸易和市场并非那么紧密相关：随着中国企业在全球范围内的主导地位不断巩固，估值折扣似乎最终应该转变为溢价。我们相信投资者将不得不在中期内迅速转向中国，并且在不推高股价的情况下很难获得中国股票。中国制造业优势日益凸显近年来，中国制造业在全球范围内的优势日益凸显。德银表示：从最初在服装、纺织品和玩具领域的崛起，到如今在基础电子、钢铁、造船等领域占据主导地位，中国制造业的发展轨迹令人瞩目。特别是在白色家电、太阳能等领域，中国企业的表现更是异军突起。值得注意的是，中国在电信设备、核电、国防和高速铁路等复杂行业中的崛起，展现了其强大的技术实力。2024年底，中国在汽车出口领域的快速崛起引起全球关注，其高性能、外观吸引人且价格具有竞争力的电动汽车（EV）成功打入国际市场。2025年，中国更是在短短一周内推出了世界上第一架第六代战斗机和低成本人工智能系统DeepSeek，这被视为中国知识产权得到认可的重要标志。中国制造业的实力可以从以下几个方面得到印证：出口规模：中国的商品出口额是美国的两倍，贡献了全球制造业增加值的30%。专利申请：2023年，中国占全球专利申请的近一半。在电动汽车领域，中国拥有约70%的专利，5G和6G电信设备领域也有类似优势。人才储备：除印度外，中国拥有比世界其他国家更多的STEM（科学、技术、工程和数学）毕业生。产业集群：中国为关键行业创造了类似硅谷的本地专业集群，并与大学在研究方面紧密合作。中国更像1980年代初期的日本德银认为，中国更像1980年代初期的日本：日本增长是通过利用丰富的廉价劳动力、资本的密集使用以及生产力的提高来实现的。国内投资占GDP的30%以上，这得益于保持低利率的金融抑制政策。日本通过合资企业获取新技术。储蓄在1970年代初占GDP的40%，然后在1980年代初降至近30%。日本在1970年代开始在海外设立工厂以避免贸易摩擦，中国最近才开始采取这样的行动。德银还表示：自由化金融体系对促进消费是有帮助的，通过正常化利率，从而结束从存款人到企业的资金转移。这将减少过度投资和过度竞争，因为资本得到了配给，这将有利于提高国有企业回报率。我们预计，随着国有企业提高回报率，将要求缓解过度竞争以提高股票价值。我们预计这将在2025年成为一个关键话题，该因素将成为推动牛市的关键因素。此外，中国经济和出口仍保持较快增长。2024年，中国出口增长7%，对巴西、阿联酋和沙特阿拉伯的出口分别增长23%、19%和18%，对\"一带一路\"中的东盟国家增长13%。中国对东盟和金砖国家的出口现已相当于对美国和欧盟的出口总和，且过去五年中，对这些目的地的出口市场份额每年增长两个百分点。中国经济增长的动力来自几个方面：制造业优势：在几乎所有行业中，中国都拥有世界领先的公司，并不断抢占市场份额。\"一带一路\"倡议：该倡议打开了中亚、西亚、中东和北非等地区，扩大了中国的潜在市场。自动化领先：约70%的工业机器人安装在中国，推动了生产力优势。内需潜力：家庭存款增长放缓至名义GDP增长率的两倍，但自2020年以来，储蓄增加了10万亿美元，预计这些储蓄将在中期内流入消费和股票市场。中美贸易问题可能带来正面惊喜，贸易和市场并非那么紧密相关据央视新闻此前报道，美国总统特朗普2月1日签署行政令，对进口自中国的商品加征10%的关税。但德银认为，实际情况可能比预期更为有利。特朗普政府似乎更看重战术上的胜利，而非坚持难以获得支持的意识形态立场。DeepSeek的推出动摇了世界对中国可以被遏制的信念。更好的做法可能是通过降低监管、提供廉价能源和相对较低的进口中间产品壁垒来刺激商业。预计在中期选举前，更倾向于贸易的立场最终将成为发展中的\"美国优先\"议程的一部分。德银分析认为，一个快速达成的中美贸易协议可能涉及有限的关税、撤销一些当前的限制，以及美国和中国公司之间的一些大型合同。如果这种情况发生，预计中国股市将会上涨。出口下降可能在一段时间内反而推动股市上涨。中国在各行业的主导地位是通过在许多领域的过度投资实现的。如果能够限制供应，可能对股票有利，并释放一些资本用于国内消费。整体来看，德银认为，随着中国企业在全球范围内的主导地位不断巩固，投资者可能需要迅速调整策略，增加对中国市场的配置。预计香港/中国股市将在中期内继续领先全球市场，延续2024年的强劲表现。我们认为全球投资者往往严重低配中国，就像他们几年前回避化石燃料一样，直到市场惩罚了那些做出非市场决策的人。我们看到今天基金对中国的持仓与此相似。喜欢领先公司、拥有护城河的投资者不能忽视，如今是中国公司拥有宽广和深厚的护城河，而不是西方公司。随着中国企业在全球范围内的主导地位不断巩固，中国故事估值折价似乎最终应该转变为溢价。我们相信投资者将不得不在中期内迅速转向中国，并且在不推高股价的情况下很难获得中国股票。我们之前一直看好，但对于找到什么因素会促使世界觉醒并购买感到困扰，我们相信中国的“斯普特尼克时刻”（或电动汽车领域的主导地位）就是这个因素。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375522636800192,"gmtCreate":1732711233422,"gmtModify":1732711234588,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 发债意味着缺钱，至少是现金不够灵活了。鲸落的前奏。但也无法如上仙所愿，万物春生。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 发债意味着缺钱，至少是现金不够灵活了。鲸落的前奏。但也无法如上仙所愿，万物春生。","text":"$阿里巴巴(BABA)$ 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17:38","market":"sh","language":"zh","title":"金沙古酒发文：称拼多多、淘宝平台多家店铺销售假冒产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2484391820","media":"酒业内参","summary":"金沙古酒今日发布《关于拼多多及淘宝平台产品乱价现象的说明》，称近期，该司接到多名消费者关于低价从“拼多多”、“淘宝”平台购买的金沙古产品真伪咨询。经公司核实，该平台多家店铺销售的“金沙古”产品多为假冒。上述行为严重损害了我司声誉及消费者权益，给我司的品牌形象和经济效益带来了巨大影响。为了保护我司及广大消费者的合法权益，维护市场的公平、公正和有序竞争，特做如下声明：\n\n　　更多官方账号\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：梁斌 SF055","content":"<html><body><div>\n<p>　　金沙古酒今日发布《关于<a href=\"https://laohu8.com/S/PDD\">拼多多</a>及淘宝平台产品乱价现象的说明》，称近期，该司接到多名消费者关于低价从“拼多多”、“淘宝”平台购买的金沙古产品真伪咨询。经公司核实，该平台多家店铺销售的“金沙古”产品多为假冒。上述行为严重损害了我司声誉及消费者权益，给我司的品牌形象和经济效益带来了巨大影响。为了保护我司及广大消费者的合法权益，维护市场的公平、公正和有序竞争，特做如下声明：</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/620/w550h870/20241119/56bf-a5df93cdcaba06be0e2e87bebbb0eb2f.jpg\"/><span></span></div>\n<p>　　更多官方账号</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/777/w550h227/20241119/e79b-eaa592c4b2487973ec7b9df90ec91755.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：梁斌 SF055</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>金沙古酒发文：称拼多多、淘宝平台多家店铺销售假冒产品</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n金沙古酒发文：称拼多多、淘宝平台多家店铺销售假冒产品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-19 17:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/chanjing/jync/bgt/2024-11-19/doc-incwqvpq2925501.shtml><strong>酒业内参</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金沙古酒今日发布《关于拼多多及淘宝平台产品乱价现象的说明》，称近期，该司接到多名消费者关于低价从“拼多多”、“淘宝”平台购买的金沙古产品真伪咨询。经公司核实，该平台多家店铺销售的“金沙古”产品多为假冒。上述行为严重损害了我司声誉及消费者权益，给我司的品牌形象和经济效益带来了巨大影响。为了保护我司及广大消费者的合法权益，维护市场的公平、公正和有序竞争，特做如下声明：\n\n　　更多官方账号\n\n\n\n海量...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/jync/bgt/2024-11-19/doc-incwqvpq2925501.shtml\">Web Link</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","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC 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SF055","news_type":1},"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372412792754368,"gmtCreate":1731930220938,"gmtModify":1731930222264,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> 日落西山，再无机会","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> 日落西山，再无机会","text":"$阿里巴巴-W(09988)$ 日落西山，再无机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372412792754368","isVote":1,"tweetType":1,"viewCount":2341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"content":"阿里缺少一面旗帜，灵魂人物被😈压制，再无法聚起那团火，人才却已经散去，不幸的是变成了竞争对手着居多。","text":"阿里缺少一面旗帜，灵魂人物被😈压制，再无法聚起那团火，人才却已经散去，不幸的是变成了竞争对手着居多。","html":"阿里缺少一面旗帜，灵魂人物被😈压制，再无法聚起那团火，人才却已经散去，不幸的是变成了竞争对手着居多。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371317946208544,"gmtCreate":1731662914849,"gmtModify":1731662915985,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a 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这次财报，对阿里来说，堪比高考。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371317946208544","isVote":1,"tweetType":1,"viewCount":1997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370873280934176,"gmtCreate":1731584298734,"gmtModify":1731584300767,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"🙈啪啪打脸","listText":"🙈啪啪打脸","text":"🙈啪啪打脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370873280934176","repostId":"1143322581","repostType":4,"repost":{"id":"1143322581","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":1731578506,"share":"https://www.laohu8.com/m/news/1143322581?lang=&edition=full","pubTime":"2024-11-14 18:01","market":"us","language":"zh","title":"哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1143322581","media":"老虎资讯综合","summary":"11月14日，$哔哩哔哩(BILI)$发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。","content":"<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈\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\">2024-11-14 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W","BK4566":"资本集团","BK1104":"互动家庭娱乐","BK4577":"网络游戏","BK4077":"互动媒体与服务","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4588":"碎股","BK4526":"热门中概股","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK1587":"次新股","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK4503":"景林资产持仓","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK4505":"高瓴资本持仓","BK4510":"在线教育","BK4085":"互动家庭娱乐","BK1095":"互动媒体与服务","BK4504":"桥水持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143322581","content_text":"11月14日，哔哩哔哩发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。2024年第三季度摘要：净营业额总额达人民币73.06亿元，同比增加26%。移动游戏营业额为人民币18.23亿元，同比增加84%。广告营业额为人民币20.94亿元，同比增加28%。毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。净亏损为人民币7980.5万元，同比收窄94%。经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。股份回购计划本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。哔哩哔哩董事长兼CEO陈睿：这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。哔哩哔哩首席财务官樊欣：第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368412421865560,"gmtCreate":1730978698134,"gmtModify":1730978699801,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"大客户都跑了","listText":"大客户都跑了","text":"大客户都跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368412421865560","repostId":"2481867000","repostType":2,"repost":{"id":"2481867000","kind":"news","pubTimestamp":1730822400,"share":"https://www.laohu8.com/m/news/2481867000?lang=&edition=full","pubTime":"2024-11-06 00:00","market":"us","language":"zh","title":"阿里巴巴：AI开启阿里云新成长","url":"https://stock-news.laohu8.com/highlight/detail?id=2481867000","media":"申万宏源研究","summary":"国内互联网公司中，阿里、百度均已量化体现AI 对云业务的贡献；腾讯广告收入的增长，除视频号外，AI 亦是重要驱动。阿里云23 年底确定新战略为“AI 驱动，公共云优先”，本质为回归技术驱动。AI 相关产品24Q1-24Q2 均实现三位数同比增长，成为阿里云业务的重要驱动，我们判断AI 将带动阿里云业务收入增速进一步上行，中长期取决于AI 产业发展和落地实际效果。","content":"<html><body><article><p>国内互联网云业务低谷期已过，AI 和出海是新驱动。随着消费互联网用户红利结束，以及宏观影响企业IT 支出，21-23 年国内公有云市场增速明显放缓；以<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>为代表的互联网大厂的云业务由于泛互联网上云需求疲软，政企客户难获取，以及主动缩减低利润率的集成项目，收入增速放缓，份额下滑。但我们认为国内互联网公司在AI 云时代竞争力将提升，算力（已加大投入广泛采购芯片，且部分公司有自研芯片能力），算法（工程师资源充足）、数据场景（强流量入口优势）均有优势。当前国内互联网公司均已推出大模型，以及文生视频等细分产品；部分公司Capex 绝对值已回到历史较高水位。随着中国企业出海，海外也是云业务新增量。</p><p>类似海外，AI 已拉动国内互联网云业务和广告业务收入增长。参考海外，AI 带领云厂23Q2 后收入增速上行，竞争格局亦发生改变；AI 应用在B 端落地进展相对更快，推荐是C 端的核心落地场景，同时提升广告“量”和“价”。国内互联网公司中，阿里、<a href=\"https://laohu8.com/S/BIDU\">百度</a>均已量化体现AI 对云业务的贡献；<a href=\"https://laohu8.com/S/00700\">腾讯</a>广告收入的增长，除视频号外，AI 亦是重要驱动。</p><p>阿里云：集团核心战略，回归优势领域，AI 已驱动新一轮增长。阿里巴巴去年最新战略和组织架构调整后，云明确为集团核心业务，CEO 吴泳铭亲自接管。阿里云23 年底确定新战略为“AI 驱动，公共云优先”，本质为回归技术驱动。技术亦是阿里云在AI 的核心竞争力，包括1）自研芯片，全资自研芯片主体平头哥布局较早较深，形成<span>成本优势</span>；2）模型能力，阿里大模型在国内海外测评榜单中排名较前。此外，阿里存量的传统云客户均为AI 云产品的潜在客户。AI 相关产品24Q1-24Q2 均实现三位数同比增长，成为阿里云业务的重要驱动，我们判断AI 将带动阿里云业务收入增速进一步上行，中长期取决于AI 产业发展和落地实际效果。国内云业务利润率低核心原因是价格战内卷+低利润率集成项目；国内云厂价格战仍需关注后续进展，但阿里已主动减少集成项目，战略聚焦规模效应更强的公共云产品，整体利润率仍将上行。阿里全线业务均已与AI 结合，重点关注全站推广效果；全站推广以LMA（Large model for advertising）为底层技术支撑，有望提升中小商家货币化率。</p><p>维持盈利预测，维持买入评级。预计阿里巴巴集团整体FY2025-FY2027 收入分别为10186/10934/11843 亿元，调整后归母<span>净利润</span>分别为1570/1706/1838 亿元。SOTP 估值方法下，集团整体目标估值25047 亿人民币，对应目标价147 美元/ADS，对应上行空间48%，对应港股目标价143 港币/股，对应上行空间45%，维持买入评级。</p><p>风险提示：宏观影响企业上云需求，国内AI 产业进展不及预期，国内云厂竞争加剧。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴：AI开启阿里云新成长</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{ 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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阿里巴巴：AI开启阿里云新成长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-06 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202411062001289f592ba4&s=b><strong>申万宏源研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国内互联网云业务低谷期已过，AI 和出海是新驱动。随着消费互联网用户红利结束，以及宏观影响企业IT 支出，21-23 年国内公有云市场增速明显放缓；以阿里巴巴为代表的互联网大厂的云业务由于泛互联网上云需求疲软，政企客户难获取，以及主动缩减低利润率的集成项目，收入增速放缓，份额下滑。但我们认为国内互联网公司在AI 云时代竞争力将提升，算力（已加大投入广泛采购芯片，且部分公司有自研芯片能力），算法（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202411062001289f592ba4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202411062001289f592ba4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2481867000","content_text":"国内互联网云业务低谷期已过，AI 和出海是新驱动。随着消费互联网用户红利结束，以及宏观影响企业IT 支出，21-23 年国内公有云市场增速明显放缓；以阿里巴巴为代表的互联网大厂的云业务由于泛互联网上云需求疲软，政企客户难获取，以及主动缩减低利润率的集成项目，收入增速放缓，份额下滑。但我们认为国内互联网公司在AI 云时代竞争力将提升，算力（已加大投入广泛采购芯片，且部分公司有自研芯片能力），算法（工程师资源充足）、数据场景（强流量入口优势）均有优势。当前国内互联网公司均已推出大模型，以及文生视频等细分产品；部分公司Capex 绝对值已回到历史较高水位。随着中国企业出海，海外也是云业务新增量。类似海外，AI 已拉动国内互联网云业务和广告业务收入增长。参考海外，AI 带领云厂23Q2 后收入增速上行，竞争格局亦发生改变；AI 应用在B 端落地进展相对更快，推荐是C 端的核心落地场景，同时提升广告“量”和“价”。国内互联网公司中，阿里、百度均已量化体现AI 对云业务的贡献；腾讯广告收入的增长，除视频号外，AI 亦是重要驱动。阿里云：集团核心战略，回归优势领域，AI 已驱动新一轮增长。阿里巴巴去年最新战略和组织架构调整后，云明确为集团核心业务，CEO 吴泳铭亲自接管。阿里云23 年底确定新战略为“AI 驱动，公共云优先”，本质为回归技术驱动。技术亦是阿里云在AI 的核心竞争力，包括1）自研芯片，全资自研芯片主体平头哥布局较早较深，形成成本优势；2）模型能力，阿里大模型在国内海外测评榜单中排名较前。此外，阿里存量的传统云客户均为AI 云产品的潜在客户。AI 相关产品24Q1-24Q2 均实现三位数同比增长，成为阿里云业务的重要驱动，我们判断AI 将带动阿里云业务收入增速进一步上行，中长期取决于AI 产业发展和落地实际效果。国内云业务利润率低核心原因是价格战内卷+低利润率集成项目；国内云厂价格战仍需关注后续进展，但阿里已主动减少集成项目，战略聚焦规模效应更强的公共云产品，整体利润率仍将上行。阿里全线业务均已与AI 结合，重点关注全站推广效果；全站推广以LMA（Large model for advertising）为底层技术支撑，有望提升中小商家货币化率。维持盈利预测，维持买入评级。预计阿里巴巴集团整体FY2025-FY2027 收入分别为10186/10934/11843 亿元，调整后归母净利润分别为1570/1706/1838 亿元。SOTP 估值方法下，集团整体目标估值25047 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Link</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","BK4527":"明星科技股","BK1249":"综合零售","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK4538":"云计算","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4526":"热门中概股","BK4503":"景林资产持仓","LU0173614495.USD":"富达中国焦点A","06688":"蚂蚁集团","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD 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class=\"title\">\n媒体消息：苹果计划在2025年推出更薄的iPhone\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\">2024-05-18 00:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>据The Information，苹果计划在2025年推出更薄的iPhone。</strong></p><p>截至发稿，苹果股价微跌0.1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb108019d4f2c3450d944ba264044688\" tg-width=\"560\" 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href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1152298&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据外电引述消息人士指，阿里巴巴 )研究处置其所持的近30%微博  股权，目前正与国企上海文化广播影视集团接洽。报道指，双方的磋商尚处於早期阶段，未知最终会否达成交易。微博於2014年於美国上市，本月初回港第二上市。招股书显示，在港上市後若超额配股权未获行使，阿里巴巴持股将达28.9%，而新浪公司则持股41%。</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1152298&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f9e57464d6b5ce3685b91f62b4d0735c","relate_stocks":{"BABA":"阿里巴巴","WB":"微博","09898":"微博-SW","09988":"阿里巴巴-W"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1152298&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2195545139","content_text":"据外电引述消息人士指，阿里巴巴 )研究处置其所持的近30%微博  股权，目前正与国企上海文化广播影视集团接洽。报道指，双方的磋商尚处於早期阶段，未知最终会否达成交易。微博於2014年於美国上市，本月初回港第二上市。招股书显示，在港上市後若超额配股权未获行使，阿里巴巴持股将达28.9%，而新浪公司则持股41%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"陈友谅","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3557008405269629","idStr":"3557008405269629"},"content":"哈哈哈哈，你这也要？","text":"哈哈哈哈，你这也要？","html":"哈哈哈哈，你这也要？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876344613,"gmtCreate":1637277626764,"gmtModify":1637277626764,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"稳定压倒一切皆有可能","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549871285956389","idStr":"3549871285956389"},"themes":[],"htmlText":"<a 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class=\"title\">\nHot chinese concept stocks dipped in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-03 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot chinese concept stocks dipped in morning trading.Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Bilibili,Nio,Xpeng Motors,Li Auto,DiDi Global and KE Holdings fell between 4% and 10%.</p>\n<p><img src=\"https://static.tigerbbs.com/364eb167dd032a1d1046b0f329d247db\" tg-width=\"402\" tg-height=\"666\" 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