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别人家的老公

别人家的老公

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别人家的老公

09-11

$Quantumscape Corp.(QS)$ 为啥我卖了就涨呀洗死我了我这个韭菜啥时候能赚钱啊[流泪] [流泪] [流泪] [流泪]

别人家的老公

08-07

又退不了市怕什么急个毛毛

“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象

别人家的老公

08-06

$美国超微公司(AMD)$ 这样跌我可真就不卖了有本事就退市去吧 [疑问]

别人家的老公

07-30

$美国超微公司(AMD)$ 冲呀今晚干破187 下周冲200

别人家的老公

07-21

$俄铝(00486)$ 咋回事今天这么大量

别人家的老公

07-21

$华新水泥(06655)$ 这些天才真的是啥都炒这种级别的工程水泥会从外地往那拉？

别人家的老公

07-17

$小米集团-W(01810)$ 要完犊子了嘛天天跌[开心]

别人家的老公

07-04

定低了跌股价定高了没销量

异动解读 | 小鹏汽车股价大跌5%，G7定价低于预期引发市场担忧

别人家的老公

06-27

$小米集团-W(01810)$ 大聪明跑的差不多了吧该涨了

别人家的老公

06-27

$小米集团-W(01810)$ 小散户又开始卖了 [开心]

别人家的老公

06-25

IPO定价不高纯是认购人员智商不行

异动解读 | 曹操出行上市首日暴跌17%，IPO定价过高或为主因

别人家的老公

06-12

$小米集团-W(01810)$ 这么小量能跌动

别人家的老公

06-02

$小米集团-W(01810)$ 舒服了终于红了

别人家的老公

05-29

$小米集团-W(01810)$ 怎么回事怎么好业绩跌[呆住]

别人家的老公

05-19

$小米集团-W(01810)$ 看不懂又跌

别人家的老公

05-09

投诉确定排名的呀？

新能源汽车质量排行榜小米SU7垫底？官方暂未回应

别人家的老公

04-23

为什么非要装逼弄个万单位直接说乐道买了八百辆不就好了怎么不把单位弄成亿

别人家的老公

03-19

今早上就看到摩根很多卖单了还唱空谁信谁傻子爆拉把你裤衩子都亏没

抱歉，原内容已删除

别人家的老公

03-19

$小米集团-W(01810)$ 涨涨涨拉爆空头

别人家的老公

03-18

$小米集团-W(01810)$ 冲鸭..... 今天冲59 明天65

去老虎APP查看更多动态

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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477550823666384","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465065605910696,"gmtCreate":1754566295942,"gmtModify":1754566297702,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"又退不了市 &nbsp;怕什么 急个毛毛","listText":"又退不了市 &nbsp;怕什么 急个毛毛","text":"又退不了市 怕什么 急个毛毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465065605910696","repostId":"2557477538","repostType":2,"repost":{"id":"2557477538","kind":"news","pubTimestamp":1754540468,"share":"https://www.laohu8.com/m/news/2557477538?lang=&edition=full","pubTime":"2025-08-07 12:21","market":"us","language":"zh","title":"“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象","url":"https://stock-news.laohu8.com/highlight/detail?id=2557477538","media":"智通财经","summary":"应关注公司在所有市场的基本面强劲增长。","content":"<html><head></head><body><p>PC与数据中心芯片领域领军者<a href=\"https://laohu8.com/S/AMD\">AMD</a>的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。</p><p>最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。</p><p>AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。</p><p>被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。</p><p>“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”</p><p><strong>2028年AI芯片市场规模有望超5000亿美元</strong></p><p>有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。</p><p>苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。</p><p>中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。</p><p>美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。</p><p>性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。</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\" 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AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1326701.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d72df1bd724a907b81bcc0f9dfdca62","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1326701.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557477538","content_text":"PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手英伟达第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”2028年AI芯片市场规模有望超5000亿美元有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。中东可能将是未来几年AMD 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-04 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月4日，小鹏汽车(09868.HK)股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。</p>\n\n<p>7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。虽然定价具有竞争力，但也引发了投资者对公司利润率的担忧。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。</p>\n\n<p>G7被定位为\"全球首款L3级算力的AI汽车\"，搭载小鹏自研的图灵AI芯片，总算力超过2200 TOPS。新车开售9分钟内获得超过1万台订单，显示出较强的市场吸引力。然而，近期小米汽车SU7的火爆上市（18小时内获得24万订单）可能也给投资者带来一些担忧，加剧了市场对电动车行业竞争加剧的忧虑。</p>\n\n<p>此外，小鹏汽车股价在今年上半年已经大幅上涨，今日的回调也可能部分源于投资者的获利了结。尽管如此，公司2025年上半年的销量表现强劲，累计交付19.7万辆，已超过2024年全年水平，显示出公司业务的持续增长势头。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117445626","content_text":"7月4日，小鹏汽车(09868.HK)股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。\n7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。虽然定价具有竞争力，但也引发了投资者对公司利润率的担忧。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。\nG7被定位为\"全球首款L3级算力的AI汽车\"，搭载小鹏自研的图灵AI芯片，总算力超过2200 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该涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/450399119114280","isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584622690704017","authorId":"3584622690704017","name":"随便起一个名称","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3584622690704017","authorIdStr":"3584622690704017"},"content":"是的，我就是那个大聪明 [流泪]","text":"是的，我就是那个大聪明 [流泪]","html":"是的，我就是那个大聪明 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450634218819760,"gmtCreate":1750987834246,"gmtModify":1750987835370,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a 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&nbsp;纯是认购人员智商不行","listText":"IPO定价不高 &nbsp;纯是认购人员智商不行","text":"IPO定价不高 纯是认购人员智商不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449695075844280","repostId":"1165826327","repostType":2,"repost":{"id":"1165826327","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750815152,"share":"https://www.laohu8.com/m/news/1165826327?lang=&edition=full","pubTime":"2025-06-25 09:32","market":"sg","language":"zh","title":"异动解读 | 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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>异动解读 | 曹操出行上市首日暴跌17%，IPO定价过高或为主因</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{ 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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异动解读 | 曹操出行上市首日暴跌17%，IPO定价过高或为主因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-25 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月25日，网约车平台曹操出行（02643.HK）在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。</p>\n\n<p>曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。公司香港公开发售部分获得21.14倍超额认购，国际配售部分获得2.78倍认购。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。</p>\n\n<p>分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。在当前市场环境下，投资者对亏损企业的估值趋于谨慎。招股书显示，曹操出行近三年虽然营收持续增长，但仍未实现盈利。2024年公司净亏损为12.46亿元，尽管亏损幅度有所收窄，但仍未扭亏为盈。</p>\n\n<p>此外，网约车行业激烈的竞争环境也可能影响投资者信心。作为行业第二大玩家，曹操出行面临着来自滴滴等主要竞争对手的压力。近期，同行业公司如嘀嗒出行（02559.HK）和如祺出行（09680.HK）在上市后表现欠佳，也在一定程度上影响了投资者对曹操出行的预期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02643":"曹操出行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165826327","content_text":"6月25日，网约车平台曹操出行（02643.HK）在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。\n曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。公司香港公开发售部分获得21.14倍超额认购，国际配售部分获得2.78倍认购。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。\n分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。在当前市场环境下，投资者对亏损企业的估值趋于谨慎。招股书显示，曹操出行近三年虽然营收持续增长，但仍未实现盈利。2024年公司净亏损为12.46亿元，尽管亏损幅度有所收窄，但仍未扭亏为盈。\n此外，网约车行业激烈的竞争环境也可能影响投资者信心。作为行业第二大玩家，曹操出行面临着来自滴滴等主要竞争对手的压力。近期，同行业公司如嘀嗒出行（02559.HK）和如祺出行（09680.HK）在上市后表现欠佳，也在一定程度上影响了投资者对曹操出行的预期。","news_type":1,"symbols_score_info":{"02643":1}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445174382096744,"gmtCreate":1749706377637,"gmtModify":1749706378855,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 舒服了 &nbsp;终于红了","text":"$小米集团-W(01810)$ 舒服了 终于红了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/441578191388840","isVote":1,"tweetType":1,"viewCount":3185,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208046355706752","authorId":"4208046355706752","name":"我是何某","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4208046355706752","authorIdStr":"4208046355706752"},"content":"这个流入和流出一到下午瞬间反转了，看来机构也在布局明天的投资者日","text":"这个流入和流出一到下午瞬间反转了，看来机构也在布局明天的投资者日","html":"这个流入和流出一到下午瞬间反转了，看来机构也在布局明天的投资者日"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440089397366792,"gmtCreate":1748482449178,"gmtModify":1748482450468,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 怎么回事 &nbsp;怎么好业绩跌[呆住]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 怎么回事 &nbsp;怎么好业绩跌[呆住]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 怎么回事 怎么好业绩跌[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440089397366792","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436563015271288,"gmtCreate":1747618811310,"gmtModify":1747618812612,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 看不懂 &nbsp;又跌","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 看不懂 &nbsp;又跌","text":"$小米集团-W(01810)$ 看不懂 又跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436563015271288","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433018045755848,"gmtCreate":1746750723413,"gmtModify":1746750725231,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"投诉确定排名的呀 ？","listText":"投诉确定排名的呀 ？","text":"投诉确定排名的呀 ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433018045755848","repostId":"2534326191","repostType":2,"repost":{"id":"2534326191","kind":"news","pubTimestamp":1746747030,"share":"https://www.laohu8.com/m/news/2534326191?lang=&edition=full","pubTime":"2025-05-09 07:30","market":"hk","language":"zh","title":"新能源汽车质量排行榜小米SU7垫底？官方暂未回应","url":"https://stock-news.laohu8.com/highlight/detail?id=2534326191","media":"海报新闻","summary":"近日，中国汽车质量网发布的一份新能源汽车质量榜单引起了广泛关注。在该榜单上，小米旗下的首款电动汽车SU7的质量评分在“2025年第一季度新能源中大型及大型车质量排行”榜单中排名垫底，这一结果不仅让不少消费者感到意外。截至目前，小米官方尚未对此榜单作出正式回应。而公开数据显示，4月份，小米SU7共计交付超28000台，今年前4个月累计销量突破10万辆，小米的第二款车型YU7，预计将于今年6月或7月上市。","content":"<html><body><article><p>近日，中国汽车质量网发布的一份新能源汽车质量榜单引起了广泛关注。在该榜单上，小米旗下的首款电动汽车SU7的质量评分在“2025年第一季度新能源中大型及大型车质量排行（纯电车型）”榜单中排名垫底，这一结果不仅让不少消费者感到意外。截至目前，小米官方尚未对此榜单作出正式回应。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250509073234737d16351f7chh7w2s\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250509073238365d163j06spuptm7x\"/><p>来源自中国汽车质量网</p><p>记者注意到，中国汽车质量网是国家市场监督管理总局主管、中国质量报刊社主办的国内首家官方汽车质量投诉平台，全国汽车产品缺陷线索监测协作网的发起单位。</p><p>本次发布的汽车质量榜单按照车型尺寸及动力类型等多个维度进行细分排名，排名“综合各车型的投诉故障、缺陷风险、可靠性、安全性、环保性五个维度，并参考权威调研机构的评测数据，以客观、公正、公平的原则”，评出的结果中，小米SU7在新能源中大型及大型车质量排行（纯电车型）榜单中以239分排名末位，同一榜单中，广汽昊铂GT排名第一。</p><p>截至目前，针对此次争议事件，小米官方尚未作出正式回应。而公开数据显示，4月份，小米SU7共计交付超28000台，今年前4个月累计销量突破10万辆，小米的第二款车型YU7，预计将于今年6月或7月上市。</p><p>记者 李金珊</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>新能源汽车质量排行榜小米SU7垫底？官方暂未回应</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新能源汽车质量排行榜小米SU7垫底？官方暂未回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-09 07:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050907323994f100a4&s=b><strong>海报新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，中国汽车质量网发布的一份新能源汽车质量榜单引起了广泛关注。在该榜单上，小米旗下的首款电动汽车SU7的质量评分在“2025年第一季度新能源中大型及大型车质量排行（纯电车型）”榜单中排名垫底，这一结果不仅让不少消费者感到意外。截至目前，小米官方尚未对此榜单作出正式回应。来源自中国汽车质量网记者注意到，中国汽车质量网是国家市场监督管理总局主管、中国质量报刊社主办的国内首家官方汽车质量投诉平台，全国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050907323994f100a4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0143863784.USD":"CT (LUX) I 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天天都这样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942991086,"gmtCreate":1596033658745,"gmtModify":1704210724125,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"真是个大疯票。两夜25倍。绝了","listText":"真是个大疯票。两夜25倍。绝了","text":"真是个大疯票。两夜25倍。绝了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942991086","repostId":"1117550885","repostType":2,"repost":{"id":"1117550885","kind":"news","pubTimestamp":1596027839,"share":"https://www.laohu8.com/m/news/1117550885?lang=&edition=full","pubTime":"2020-07-29 21:03","market":"us","language":"zh","title":"胶卷复兴，柯达却只想做“药神”","url":"https://stock-news.laohu8.com/highlight/detail?id=1117550885","media":"格隆汇","summary":"https://mp.weixin.qq.com/s/w1ouf2cMPZwzgCBCVXKUig","content":"<blockquote>7月29日，开盘一个半小时内，柯达一度暴涨572%，盘中十次向上触发熔断。</blockquote><p>如果不是看到柯达股价一夜暴涨2倍的消息，相信大部分人早已把这个昔日的胶卷巨头遗忘了，就像时代把胶卷遗忘了一样。</p><p>昨天，柯达公司宣布获得了7.65亿美元的政府贷款，用于生产“已长期陷入国家性短缺的药物原料”，以减轻美国对印度等国药物的依赖。其中还包括特朗普总统“坚信”能用于治疗新冠病毒的抗疟疾药“羟氯喹”。</p><p>为了节约成本，美国国内的药品生产在上世纪70年代就转移到了其他国家，而此次新冠疫情在美国肆虐，让美国政府对制药关键材料过度依赖别国产生了担忧。</p><p>看来，怀旧情怀泛滥的胶卷巨头，又被新冠“逼”出了家国情怀。</p><p>不过，“临危受命”的柯达也不是完全出于情怀担此大任。在暴涨前的4个月中，柯达的市值始终在1亿美元附近徘徊，此次获得的7.65亿美元政府贷款，是柯达总市值的7倍有余。</p><p>受消息刺激，柯达昨天盘初一度暴涨350%，最后收涨203.05%，报7.94美元，盘后再涨66.88%。</p><p><img src=\"https://static.tigerbbs.com/3c298825dfdcf9a52e1c889f7360dc22\" tg-width=\"840\" tg-height=\"470\"></p><p>特朗普今年5月宣布《国防生产法案》生效，政府给钱，企业制药，只要跟新冠病毒沾边的都可以造起来。而贷款来自一个类似于银行的政府机构，美国国际发展金融公司。</p><p>柯达是在此法案下获得贷款的第一家公司。另外还有30多家公司被政府纳入考量。</p><p>由于成像和印刷技术涉及到很多化学制剂，柯达接手药物原材料生产其实并非难事，甚至专业还有点对口。</p><p>公司CEO称，柯达现有的基础设施使它可以迅速地启动和运行。随着时间的推移，药品原料生产将占到柯达业务的30%至40%。</p><p>2019年，柯达净收入12.42亿美元，其中近70%来自柯达的打印系统业务。图书出版等商业印刷占净收入总额的59%，照片打印占净收入总额的9%。</p><p>2019年，柯达官宣停止的业务只有品牌、电影和影像中的细分业务模块“柯达基特（Kodakit）”。但是印刷就占了70%的柯达，想把药品原料生产提升到30%-40%，其他业务必定要受到挤压，甚至另做处理。</p><p><b>1、回首坎坷跨界路，长使柯达泪满襟</b></p><p>很难想到另外一家公司有柯达的曾经那么辉煌。</p><p>在中国，曾几何时，整个市场上只有一种胶卷，就是柯达。</p><p>在美国，柯达是真正的硬核大佬。柯达总部的地下，曾经是有个核反应堆的。1974年，柯达获准装载了一个核反应堆，用于中子射线照相技术的测试。直到2006年，911事件让恐怖袭击成为了美国的心理阴影，感到“好怕怕”的政府，这才拆除了柯达的反应堆。</p><p>2000年前后，由于受到数码的冲击，胶卷的需求以每年10%的速度不断下降。2003年，柯达影像部门的利润从2000年的143亿美元暴跌到42亿美元。柯达不得已之下，宣布放弃胶卷业务，将发展重心转到数码产品上。</p><p>2004年开始，柯达每年都在亏损。2007年，柯达杀鸡取卵，先后出售了数码相机业务、当时的支柱业务医疗成像，并把持有的中国乐凯胶片的股份全部出售给了一家广州的公司。</p><p>2011年开始，世面上开始频繁流传柯达破产的消息，其股价从1999年巅峰的80美元一路跌到了不到1美元。2012年，柯达正式申请破产保护。</p><p>2013年柯达退出破产保护、重新融资上市，重拾自己印刷、胶片等老本行之余，也开始了“跨界”之旅。</p><p>15年初，柯达推出了SP360运动摄像机，对标GoPro。而且率先使用了VR技术，是市面上仅有的360度全景摄像机。但由于当时VR还未受追捧，柯达的技术也不成熟，分辨率达不到4K。最终口碑销量双扑街。</p><p>而且GoPro在运动相机的领域，犹如当年的柯达，基本已经做成了这个品类的代名词。</p><p>2016年，柯达推出了自己的第一款智能手机，2017年又推出了第二款，售价大约为3700人民币。为什么卖的不好，大家可以从照片中直观的感受一下。这个外观，很难想象是跟Iphone7同年的新产品。</p><p><img src=\"https://static.tigerbbs.com/2b2e1e5f89a84aa567a9f5d0e103ceee\" tg-width=\"269\" tg-height=\"237\"></p><p>2017年，柯达尝试了做艺术杂志。随后又进军时尚圈，先后与Forever 21、H&amp;M等品牌进行合作，推出了柯达联名的服装，还和滑板品牌 Girlskateboards合作推出了联名滑板。</p><p>19年初，柯达和知名“卖概念”啤酒厂商角鲨头（Dogfish Head）合作，推出了一款啤酒，命名为Super8，致敬柯达的同名胶片摄像机。这款啤酒的特别之处，是可以用来冲洗柯达Super 8的Tri-X胶片，能洗，但效果就是勉强能看。</p><p>如果说这些跨界都只是玩票，柯达跨的最远的一个界，应该就是搞金融。</p><p>18年初，柯达推出了虚拟货币&nbsp;- 柯达币。</p><p>柯达的构想是通过区块链打击图片盗版（或者圈钱），听起来实用性颇高。首先，柯达要建一个自己的区块链，摄影师们上传自己的作品并出售，使用柯达币进行交易。柯达的服务器也将不断地抓取网络来搜索侵权行为，为摄影师提供保护。</p><p>币卖的怎么样不得而知，柯达币面世之后就消失在了公众视野里。但这个消息倒是让股民激动了一把。宣布柯达币面世当天，柯达的股价从大约3美元一度涨到13美元，最终收涨192%，报9.2美元。</p><p>是柯达股价滑坡之路上仅次于昨天的一次暴涨。</p><p>在诸多领域“玩票”了一大圈之后，垂垂老矣的柯达却等到了胶片的复兴，令人唏嘘。</p><p>19年11月，在影像相关厂商几乎一片低迷之际，柯达最新一季财报显示，尽管整体录得亏损，但胶片业务逆市上涨21%。</p><p>这是由于以两位“大拿”，昆汀·塔伦蒂诺和克里斯托弗·诺兰为代表的，票房奖杯双丰收的导演，都偏爱胶片摄影。尤其是在当前的大画幅时代，IMAX胶片摄影机被认为是最佳的选择。</p><p>柯达电影娱乐公司总裁贝拉米评论道：“你从来没有听说过，如何让胶片电影看起来更像数字视频的说法，而用数字摄影机拍摄的电影，都会想办法让它看起来更接近于胶片。”</p><p>第77届金球奖和第92届奥斯卡奖提名影片中分别有29%和52%，是使用胶片拍摄的。</p><p>不过，电影胶片再复兴，也难使柯达重现往日辉煌。逆势上涨的柯达胶片销售带来的收入连公司总收入的10%都不到。</p><p><b>2、富士过的挺好，怎么柯达这么难？</b></p><p>同样是做胶片，同样应该被时代淘汰的“千年老二”富士，如今在摄影领域风生水起。为什么曾经的“千年老大”柯达，却“沦落”到需要“为国卖药”以求生？</p><p>我想柯达的问题，和摄影爱好者追捧它的原因一样，就是怀旧。</p><p>柯达是不折不扣的技术大佬，成立至今的100多年时间里拥有超过1万项专利。</p><p>1975年，是柯达发明了世界上第一台数码相机。</p><p>可能是觉得时机未到，柯达选择将这项发明雪藏起来，继续卖胶卷。这个选择现在看来是明智的，1975年的数码相机，相信没几个人买得起。而胶片业务却可以在全球范围内给柯达带来上百亿美元的稳定收益。</p><p>但是，上世纪90年代，在索尼、佳能和尼康等如今的巨头纷纷进军数码相机领域之后，柯达仍然没有没有大动作，可能是怀旧，也可能是因为胶卷业务的利润是数码相机的十几倍。</p><p>直到胶卷真的卖不出去了，柯达才知大势已去，开始专心经营数码相机。</p><p>由于技术过硬，品牌影响力大，后知后觉的柯达在2004年的数码相机销量还是能在全球市场排到第三（第一名是佳能，第二名是索尼）。</p><p>不过在这个时候，柯达最错误的预测出现了。成功预测到了数码会取代胶卷的柯达，预测人们即便使用数码相机拍照，还是会保留把照片洗出来的习惯。因此，即使是在收购了照片分享网站之后，柯达仍然把这个类似于Instagram的网站定位为吸引客户来洗照片的广告，为自己的相片打印业务垫脚。</p><p>在与往日辉煌“断舍离”方面，富士更加的“美国”，而柯达却很“日本”。</p><p><b>3、尾声</b></p><p>经历了破产、重组，柯达最终彻底放弃了胶卷市场，从一家庞大的市场垄断公司，变成了如今拥有6个部门，即将拥有制药这第7个部门的多元化小公司（以暴涨前1亿美元的市值来看）。</p><p>而这些事，富士10年就做完了。</p><p>曾经连“核武器”都可以Hold住的柯达，做起药物原料来，称不上易如反掌，但绝对不吃力。只希望从政府贷款7亿美元的柯达可以擦亮眼，看看制药的高利润；少怀旧，我们真的不需要洗照片了。</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE 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}\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胶卷复兴，柯达却只想做“药神”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-29 21:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/w1ouf2cMPZwzgCBCVXKUig><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月29日，开盘一个半小时内，柯达一度暴涨572%，盘中十次向上触发熔断。如果不是看到柯达股价一夜暴涨2倍的消息，相信大部分人早已把这个昔日的胶卷巨头遗忘了，就像时代把胶卷遗忘了一样。昨天，柯达公司宣布获得了7.65亿美元的政府贷款，用于生产“已长期陷入国家性短缺的药物原料”，以减轻美国对印度等国药物的依赖。其中还包括特朗普总统“坚信”能用于治疗新冠病毒的抗疟疾药“羟氯喹”。为了节约成本，美国国内...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/w1ouf2cMPZwzgCBCVXKUig\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b2e1e5f89a84aa567a9f5d0e103ceee","relate_stocks":{"KODK":"柯达"},"source_url":"https://mp.weixin.qq.com/s/w1ouf2cMPZwzgCBCVXKUig","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1117550885","content_text":"7月29日，开盘一个半小时内，柯达一度暴涨572%，盘中十次向上触发熔断。如果不是看到柯达股价一夜暴涨2倍的消息，相信大部分人早已把这个昔日的胶卷巨头遗忘了，就像时代把胶卷遗忘了一样。昨天，柯达公司宣布获得了7.65亿美元的政府贷款，用于生产“已长期陷入国家性短缺的药物原料”，以减轻美国对印度等国药物的依赖。其中还包括特朗普总统“坚信”能用于治疗新冠病毒的抗疟疾药“羟氯喹”。为了节约成本，美国国内的药品生产在上世纪70年代就转移到了其他国家，而此次新冠疫情在美国肆虐，让美国政府对制药关键材料过度依赖别国产生了担忧。看来，怀旧情怀泛滥的胶卷巨头，又被新冠“逼”出了家国情怀。不过，“临危受命”的柯达也不是完全出于情怀担此大任。在暴涨前的4个月中，柯达的市值始终在1亿美元附近徘徊，此次获得的7.65亿美元政府贷款，是柯达总市值的7倍有余。受消息刺激，柯达昨天盘初一度暴涨350%，最后收涨203.05%，报7.94美元，盘后再涨66.88%。特朗普今年5月宣布《国防生产法案》生效，政府给钱，企业制药，只要跟新冠病毒沾边的都可以造起来。而贷款来自一个类似于银行的政府机构，美国国际发展金融公司。柯达是在此法案下获得贷款的第一家公司。另外还有30多家公司被政府纳入考量。由于成像和印刷技术涉及到很多化学制剂，柯达接手药物原材料生产其实并非难事，甚至专业还有点对口。公司CEO称，柯达现有的基础设施使它可以迅速地启动和运行。随着时间的推移，药品原料生产将占到柯达业务的30%至40%。2019年，柯达净收入12.42亿美元，其中近70%来自柯达的打印系统业务。图书出版等商业印刷占净收入总额的59%，照片打印占净收入总额的9%。2019年，柯达官宣停止的业务只有品牌、电影和影像中的细分业务模块“柯达基特（Kodakit）”。但是印刷就占了70%的柯达，想把药品原料生产提升到30%-40%，其他业务必定要受到挤压，甚至另做处理。1、回首坎坷跨界路，长使柯达泪满襟很难想到另外一家公司有柯达的曾经那么辉煌。在中国，曾几何时，整个市场上只有一种胶卷，就是柯达。在美国，柯达是真正的硬核大佬。柯达总部的地下，曾经是有个核反应堆的。1974年，柯达获准装载了一个核反应堆，用于中子射线照相技术的测试。直到2006年，911事件让恐怖袭击成为了美国的心理阴影，感到“好怕怕”的政府，这才拆除了柯达的反应堆。2000年前后，由于受到数码的冲击，胶卷的需求以每年10%的速度不断下降。2003年，柯达影像部门的利润从2000年的143亿美元暴跌到42亿美元。柯达不得已之下，宣布放弃胶卷业务，将发展重心转到数码产品上。2004年开始，柯达每年都在亏损。2007年，柯达杀鸡取卵，先后出售了数码相机业务、当时的支柱业务医疗成像，并把持有的中国乐凯胶片的股份全部出售给了一家广州的公司。2011年开始，世面上开始频繁流传柯达破产的消息，其股价从1999年巅峰的80美元一路跌到了不到1美元。2012年，柯达正式申请破产保护。2013年柯达退出破产保护、重新融资上市，重拾自己印刷、胶片等老本行之余，也开始了“跨界”之旅。15年初，柯达推出了SP360运动摄像机，对标GoPro。而且率先使用了VR技术，是市面上仅有的360度全景摄像机。但由于当时VR还未受追捧，柯达的技术也不成熟，分辨率达不到4K。最终口碑销量双扑街。而且GoPro在运动相机的领域，犹如当年的柯达，基本已经做成了这个品类的代名词。2016年，柯达推出了自己的第一款智能手机，2017年又推出了第二款，售价大约为3700人民币。为什么卖的不好，大家可以从照片中直观的感受一下。这个外观，很难想象是跟Iphone7同年的新产品。2017年，柯达尝试了做艺术杂志。随后又进军时尚圈，先后与Forever 21、H&M等品牌进行合作，推出了柯达联名的服装，还和滑板品牌 Girlskateboards合作推出了联名滑板。19年初，柯达和知名“卖概念”啤酒厂商角鲨头（Dogfish Head）合作，推出了一款啤酒，命名为Super8，致敬柯达的同名胶片摄像机。这款啤酒的特别之处，是可以用来冲洗柯达Super 8的Tri-X胶片，能洗，但效果就是勉强能看。如果说这些跨界都只是玩票，柯达跨的最远的一个界，应该就是搞金融。18年初，柯达推出了虚拟货币 - 柯达币。柯达的构想是通过区块链打击图片盗版（或者圈钱），听起来实用性颇高。首先，柯达要建一个自己的区块链，摄影师们上传自己的作品并出售，使用柯达币进行交易。柯达的服务器也将不断地抓取网络来搜索侵权行为，为摄影师提供保护。币卖的怎么样不得而知，柯达币面世之后就消失在了公众视野里。但这个消息倒是让股民激动了一把。宣布柯达币面世当天，柯达的股价从大约3美元一度涨到13美元，最终收涨192%，报9.2美元。是柯达股价滑坡之路上仅次于昨天的一次暴涨。在诸多领域“玩票”了一大圈之后，垂垂老矣的柯达却等到了胶片的复兴，令人唏嘘。19年11月，在影像相关厂商几乎一片低迷之际，柯达最新一季财报显示，尽管整体录得亏损，但胶片业务逆市上涨21%。这是由于以两位“大拿”，昆汀·塔伦蒂诺和克里斯托弗·诺兰为代表的，票房奖杯双丰收的导演，都偏爱胶片摄影。尤其是在当前的大画幅时代，IMAX胶片摄影机被认为是最佳的选择。柯达电影娱乐公司总裁贝拉米评论道：“你从来没有听说过，如何让胶片电影看起来更像数字视频的说法，而用数字摄影机拍摄的电影，都会想办法让它看起来更接近于胶片。”第77届金球奖和第92届奥斯卡奖提名影片中分别有29%和52%，是使用胶片拍摄的。不过，电影胶片再复兴，也难使柯达重现往日辉煌。逆势上涨的柯达胶片销售带来的收入连公司总收入的10%都不到。2、富士过的挺好，怎么柯达这么难？同样是做胶片，同样应该被时代淘汰的“千年老二”富士，如今在摄影领域风生水起。为什么曾经的“千年老大”柯达，却“沦落”到需要“为国卖药”以求生？我想柯达的问题，和摄影爱好者追捧它的原因一样，就是怀旧。柯达是不折不扣的技术大佬，成立至今的100多年时间里拥有超过1万项专利。1975年，是柯达发明了世界上第一台数码相机。可能是觉得时机未到，柯达选择将这项发明雪藏起来，继续卖胶卷。这个选择现在看来是明智的，1975年的数码相机，相信没几个人买得起。而胶片业务却可以在全球范围内给柯达带来上百亿美元的稳定收益。但是，上世纪90年代，在索尼、佳能和尼康等如今的巨头纷纷进军数码相机领域之后，柯达仍然没有没有大动作，可能是怀旧，也可能是因为胶卷业务的利润是数码相机的十几倍。直到胶卷真的卖不出去了，柯达才知大势已去，开始专心经营数码相机。由于技术过硬，品牌影响力大，后知后觉的柯达在2004年的数码相机销量还是能在全球市场排到第三（第一名是佳能，第二名是索尼）。不过在这个时候，柯达最错误的预测出现了。成功预测到了数码会取代胶卷的柯达，预测人们即便使用数码相机拍照，还是会保留把照片洗出来的习惯。因此，即使是在收购了照片分享网站之后，柯达仍然把这个类似于Instagram的网站定位为吸引客户来洗照片的广告，为自己的相片打印业务垫脚。在与往日辉煌“断舍离”方面，富士更加的“美国”，而柯达却很“日本”。3、尾声经历了破产、重组，柯达最终彻底放弃了胶卷市场，从一家庞大的市场垄断公司，变成了如今拥有6个部门，即将拥有制药这第7个部门的多元化小公司（以暴涨前1亿美元的市值来看）。而这些事，富士10年就做完了。曾经连“核武器”都可以Hold住的柯达，做起药物原料来，称不上易如反掌，但绝对不吃力。只希望从政府贷款7亿美元的柯达可以擦亮眼，看看制药的高利润；少怀旧，我们真的不需要洗照片了。","news_type":1,"symbols_score_info":{"KODK":0.9}},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954084472,"gmtCreate":1592578888796,"gmtModify":1704199852801,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"这么不看好赶紧梭哈三倍做空去啊。","listText":"这么不看好赶紧梭哈三倍做空去啊。","text":"这么不看好赶紧梭哈三倍做空去啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/954084472","repostId":"1147841401","repostType":4,"isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464761108308296,"gmtCreate":1754491883693,"gmtModify":1754491884898,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a 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这种级别的工程水泥会从外地往那拉？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/458991119110280","isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211628107189832","authorId":"4211628107189832","name":"sharloon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4211628107189832","authorIdStr":"4211628107189832"},"content":"华新不算外地啊，本地有厂","text":"华新不算外地啊，本地有厂","html":"华新不算外地啊，本地有厂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452960208167528,"gmtCreate":1751611185100,"gmtModify":1751611186790,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"定低了跌股价 &nbsp;定高了没销量","listText":"定低了跌股价 &nbsp;定高了没销量","text":"定低了跌股价 定高了没销量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452960208167528","repostId":"1117445626","repostType":2,"repost":{"id":"1117445626","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1751593715,"share":"https://www.laohu8.com/m/news/1117445626?lang=&edition=full","pubTime":"2025-07-04 09:48","market":"us","language":"zh","title":"异动解读 | 小鹏汽车股价大跌5%，G7定价低于预期引发市场担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1117445626","media":"异动解读","summary":"7月4日，小鹏汽车股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。此外，小鹏汽车股价在今年上半年已经大幅上涨，今日的回调也可能部分源于投资者的获利了结。","content":"<p>7月4日，小鹏汽车(09868.HK)股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。</p>\n\n<p>7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。虽然定价具有竞争力，但也引发了投资者对公司利润率的担忧。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。</p>\n\n<p>G7被定位为\"全球首款L3级算力的AI汽车\"，搭载小鹏自研的图灵AI芯片，总算力超过2200 TOPS。新车开售9分钟内获得超过1万台订单，显示出较强的市场吸引力。然而，近期小米汽车SU7的火爆上市（18小时内获得24万订单）可能也给投资者带来一些担忧，加剧了市场对电动车行业竞争加剧的忧虑。</p>\n\n<p>此外，小鹏汽车股价在今年上半年已经大幅上涨，今日的回调也可能部分源于投资者的获利了结。尽管如此，公司2025年上半年的销量表现强劲，累计交付19.7万辆，已超过2024年全年水平，显示出公司业务的持续增长势头。</p>","source":"ai_movement_cn","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>异动解读 | 小鹏汽车股价大跌5%，G7定价低于预期引发市场担忧</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{ 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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异动解读 | 小鹏汽车股价大跌5%，G7定价低于预期引发市场担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-04 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月4日，小鹏汽车(09868.HK)股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。</p>\n\n<p>7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。虽然定价具有竞争力，但也引发了投资者对公司利润率的担忧。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。</p>\n\n<p>G7被定位为\"全球首款L3级算力的AI汽车\"，搭载小鹏自研的图灵AI芯片，总算力超过2200 TOPS。新车开售9分钟内获得超过1万台订单，显示出较强的市场吸引力。然而，近期小米汽车SU7的火爆上市（18小时内获得24万订单）可能也给投资者带来一些担忧，加剧了市场对电动车行业竞争加剧的忧虑。</p>\n\n<p>此外，小鹏汽车股价在今年上半年已经大幅上涨，今日的回调也可能部分源于投资者的获利了结。尽管如此，公司2025年上半年的销量表现强劲，累计交付19.7万辆，已超过2024年全年水平，显示出公司业务的持续增长势头。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117445626","content_text":"7月4日，小鹏汽车(09868.HK)股价盘中大跌5%，引发市场广泛关注。这一跌幅主要与该公司新款SUV车型G7的发布有关。\n7月3日晚间，小鹏汽车正式发布全新中型SUV——小鹏G7。新车起售价19.58万元，远低于此前23.58万元的预售价。虽然定价具有竞争力，但也引发了投资者对公司利润率的担忧。小鹏汽车董事长何小鹏表示，G7的经营能力会非常不错，公司是在\"更好的经营和品质下卷价格\"。\nG7被定位为\"全球首款L3级算力的AI汽车\"，搭载小鹏自研的图灵AI芯片，总算力超过2200 TOPS。新车开售9分钟内获得超过1万台订单，显示出较强的市场吸引力。然而，近期小米汽车SU7的火爆上市（18小时内获得24万订单）可能也给投资者带来一些担忧，加剧了市场对电动车行业竞争加剧的忧虑。\n此外，小鹏汽车股价在今年上半年已经大幅上涨，今日的回调也可能部分源于投资者的获利了结。尽管如此，公司2025年上半年的销量表现强劲，累计交付19.7万辆，已超过2024年全年水平，显示出公司业务的持续增长势头。","news_type":1,"symbols_score_info":{"09868":1}},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415047398900352,"gmtCreate":1742348395927,"gmtModify":1742348397162,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 涨涨涨 &nbsp;拉爆空头","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 涨涨涨 &nbsp;拉爆空头","text":"$小米集团-W(01810)$ 涨涨涨 拉爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415047398900352","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457461957042688,"gmtCreate":1752722274132,"gmtModify":1752722303309,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 要完犊子了嘛 &nbsp;天天跌[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 要完犊子了嘛 &nbsp;天天跌[开心]&nbsp;&nbsp;","text":"$小米集团-W(01810)$ 要完犊子了嘛 天天跌[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457461957042688","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449695075844280,"gmtCreate":1750815653521,"gmtModify":1750815655214,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"IPO定价不高 &nbsp;纯是认购人员智商不行","listText":"IPO定价不高 &nbsp;纯是认购人员智商不行","text":"IPO定价不高 纯是认购人员智商不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449695075844280","repostId":"1165826327","repostType":2,"repost":{"id":"1165826327","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1750815152,"share":"https://www.laohu8.com/m/news/1165826327?lang=&edition=full","pubTime":"2025-06-25 09:32","market":"sg","language":"zh","title":"异动解读 | 曹操出行上市首日暴跌17%，IPO定价过高或为主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1165826327","media":"异动解读","summary":"6月25日，网约车平台曹操出行在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。","content":"<p>6月25日，网约车平台曹操出行（02643.HK）在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。</p>\n\n<p>曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。公司香港公开发售部分获得21.14倍超额认购，国际配售部分获得2.78倍认购。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。</p>\n\n<p>分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。在当前市场环境下，投资者对亏损企业的估值趋于谨慎。招股书显示，曹操出行近三年虽然营收持续增长，但仍未实现盈利。2024年公司净亏损为12.46亿元，尽管亏损幅度有所收窄，但仍未扭亏为盈。</p>\n\n<p>此外，网约车行业激烈的竞争环境也可能影响投资者信心。作为行业第二大玩家，曹操出行面临着来自滴滴等主要竞争对手的压力。近期，同行业公司如嘀嗒出行（02559.HK）和如祺出行（09680.HK）在上市后表现欠佳，也在一定程度上影响了投资者对曹操出行的预期。</p>","source":"ai_movement_cn","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>异动解读 | 曹操出行上市首日暴跌17%，IPO定价过高或为主因</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{ 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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异动解读 | 曹操出行上市首日暴跌17%，IPO定价过高或为主因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-06-25 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月25日，网约车平台曹操出行（02643.HK）在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。</p>\n\n<p>曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。公司香港公开发售部分获得21.14倍超额认购，国际配售部分获得2.78倍认购。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。</p>\n\n<p>分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。在当前市场环境下，投资者对亏损企业的估值趋于谨慎。招股书显示，曹操出行近三年虽然营收持续增长，但仍未实现盈利。2024年公司净亏损为12.46亿元，尽管亏损幅度有所收窄，但仍未扭亏为盈。</p>\n\n<p>此外，网约车行业激烈的竞争环境也可能影响投资者信心。作为行业第二大玩家，曹操出行面临着来自滴滴等主要竞争对手的压力。近期，同行业公司如嘀嗒出行（02559.HK）和如祺出行（09680.HK）在上市后表现欠佳，也在一定程度上影响了投资者对曹操出行的预期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02643":"曹操出行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165826327","content_text":"6月25日，网约车平台曹操出行（02643.HK）在港交所主板挂牌上市，然而开盘后股价却出现大幅下跌。截至早盘，曹操出行股价暴跌17.26%，引发市场广泛关注。\n曹操出行此次IPO定价为每股41.94港元，全球发售4,417.86万股，净筹资金约17.18亿港元。公司香港公开发售部分获得21.14倍超额认购，国际配售部分获得2.78倍认购。尽管认购倍数看似不错，但相比近期其他热门新股，曹操出行的认购热度并不算高。\n分析人士指出，曹操出行上市首日股价大跌的主要原因可能在于其IPO定价偏高。在当前市场环境下，投资者对亏损企业的估值趋于谨慎。招股书显示，曹操出行近三年虽然营收持续增长，但仍未实现盈利。2024年公司净亏损为12.46亿元，尽管亏损幅度有所收窄，但仍未扭亏为盈。\n此外，网约车行业激烈的竞争环境也可能影响投资者信心。作为行业第二大玩家，曹操出行面临着来自滴滴等主要竞争对手的压力。近期，同行业公司如嘀嗒出行（02559.HK）和如祺出行（09680.HK）在上市后表现欠佳，也在一定程度上影响了投资者对曹操出行的预期。","news_type":1,"symbols_score_info":{"02643":1}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117162077,"gmtCreate":1623123508499,"gmtModify":1623123508499,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"利空吗。居然抛售。","listText":"利空吗。居然抛售。","text":"利空吗。居然抛售。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/117162077","repostId":"2141309255","repostType":2,"repost":{"id":"2141309255","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":1623099225,"share":"https://www.laohu8.com/m/news/2141309255?lang=&edition=full","pubTime":"2021-06-08 04:53","market":"us","language":"zh","title":"老虎证券拟增发650万股ADS，将用于产研和国际化投入","url":"https://stock-news.laohu8.com/highlight/detail?id=2141309255","media":"老虎资讯综合","summary":"周一美股盘后，中国在线券商平台老虎证券宣布将发行650万股美国存托凭证，周一报收26.79美元，市值超38亿美元。老虎证券表示，此次增发股票获得的收益将用于扩大客户基础和推动客户参与其服务，同时投资于扩大其产品、服务和技术，以提高其用户体验和运营效率，并扩大其市场影响力。","content":"<p>周一美股盘后，中国在线券商平台<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>宣布将发行650万股美国存托凭证，每<span style=\"text-align:justify;\">份ADS代表15股普通股。</span>同时给予承销商在30天可以额外发行97.5万ADS。</p><p>老虎证券表示，此次增发股票获得的收益将用于扩大客户基础和推动客户参与其服务，同时投资于扩大其产品、服务和技术，以提高其用户体验和运营效率，并扩大其市场影响力。</p><p><img src=\"https://static.tigerbbs.com/c35e5b828fd4343385f69a105caad73b\" tg-width=\"828\" tg-height=\"2531\" referrerpolicy=\"no-referrer\"></p>","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 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href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$&nbsp;</a>&nbsp; 为啥我卖了就涨呀 &nbsp; 洗死我了 &nbsp;我这个韭菜啥时候能赚钱啊[流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$&nbsp;</a>&nbsp; 为啥我卖了就涨呀 &nbsp; 洗死我了 &nbsp;我这个韭菜啥时候能赚钱啊[流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp;&nbsp;","text":"$Quantumscape Corp.(QS)$ 为啥我卖了就涨呀 洗死我了 我这个韭菜啥时候能赚钱啊[流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477550823666384","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465065605910696,"gmtCreate":1754566295942,"gmtModify":1754566297702,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"又退不了市 &nbsp;怕什么 急个毛毛","listText":"又退不了市 &nbsp;怕什么 急个毛毛","text":"又退不了市 怕什么 急个毛毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465065605910696","repostId":"2557477538","repostType":2,"repost":{"id":"2557477538","kind":"news","pubTimestamp":1754540468,"share":"https://www.laohu8.com/m/news/2557477538?lang=&edition=full","pubTime":"2025-08-07 12:21","market":"us","language":"zh","title":"“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象","url":"https://stock-news.laohu8.com/highlight/detail?id=2557477538","media":"智通财经","summary":"应关注公司在所有市场的基本面强劲增长。","content":"<html><head></head><body><p>PC与数据中心芯片领域领军者<a href=\"https://laohu8.com/S/AMD\">AMD</a>的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。</p><p>最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。</p><p>AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。</p><p>被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。</p><p>“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”</p><p><strong>2028年AI芯片市场规模有望超5000亿美元</strong></p><p>有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。</p><p>苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。</p><p>中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。</p><p>美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。</p><p>性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。</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\" 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#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“苏妈”喊话稳信心：对AMD芯片需求强劲，看到非常积极的增长迹象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 12:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1326701.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1326701.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d72df1bd724a907b81bcc0f9dfdca62","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1326701.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557477538","content_text":"PC与数据中心芯片领域领军者AMD的首席执行官苏姿丰表示，在AMD旗下所有产品的需求方面都看到了非常积极的增长迹象，全球许多市场对于AMD AI芯片需求强劲，并且正在加速推进获得美国政府批准以重返中国市场的进程。在AMD公布略不及盈利预期的第二季度财报后，苏姿丰此番积极言论可谓提振投资者信心。最新公布的第二季度财报显示，AMD第二季度营收同比增长32%至77亿美元，高于分析师预期的74.3亿美元，但经调整后每股收益为0.48美元同比下降30%，低于市场预期的0.49美元。其中，数据中心业务营收增长14%至32亿美元，略低于市场预期的32.5亿美元，相比之下，竞争对手英伟达第一财季显示，其数据中心业务激增73%至391.1亿美元，得益于企业争相采购其旗舰产品——Blackwell架构芯片产品与NVL机柜集群。AMD业绩展望则超越普遍预期，AMD预计第三季度营收约87亿美元，上下浮动3亿美元，最新的业绩预测中值高于华尔街平均预期的83.7亿美元。但公司特别说明，该预测未包含其AI芯片MI308对华出口营收，因相关许可申请尚待美国政府审批。上月，特朗普政府撤销了4月实施的芯片对华出口禁令，令市场预期AMD与竞争对手英伟达即将恢复销售。被AMD粉丝们亲切称为“苏妈”的苏姿丰周三在接受媒体采访时强调，投资者们不应被该公司应对中国出口限制的短期复杂局面分散注意力，而应关注公司在所有市场的基本面强劲增长。周三，由于投资者们普遍担忧AMD在中国市场定制版AI芯片的审批与需求形势，该公司股价一度下跌近10%。“在过去90天里，我们看到全球许多市场对高性能计算硬件需求方面出现了许多积极信号，AI加速器芯片的需求仍然如此庞大。”她周三在Bloomberg Tech节目中表示。谈到恢复对中国出口AI芯片的审批进展时，苏姿丰表示：“我们有多项重要许可证正在审核中，并且得到的反馈是它们正在顺利推进。”2028年AI芯片市场规模有望超5000亿美元有关中国的担忧掩盖了AMD周二晚间发布的总体乐观的业绩展望。当时公司给出的业绩预测超出分析师预期，AMD正在看到对用于开发和运行人工智能大模型的 AI 加速器芯片的需求激增。苏姿丰表示，这一市场将在今年下半年推动该公司业绩强劲增长，并重申了她的乐观预测，即在未来“一两年”内，该业务将带来数百亿美元的新创收规模。苏姿丰继续预测到2028年全球AI芯片市场规模将超过5000亿美元，意味着未来三年复合增速有望高达60%。中东可能将是未来几年AMD AI芯片的最大营收增量之一。根据5月份沙特阿拉伯人工智能公司Humain与AMD达成的合作框架，Humain将负责数据中心、可持续能源系统以及全球光纤连接的开发，而AMD将提供芯片和软件。双方表示，这一合作将建设起从沙特阿拉伯延伸到美国的数据中心网络，该大型项目预计耗资100亿美元。美东时间6月12日周四举行的Advancing AI 2025大会上，AMD重磅发布专为 极度复杂其处理规模庞大的AI训练/推理 工作负载打造的全新MI350系列AI GPU：MI350X 和 MI355X，称新款加速器的性能比上一代 MI300X 提升3倍，瞄准英伟达的Blackwell架构产品线发起冲击。两款新品在技术规格上展现了AMD挑战英伟达最先进AI芯片——Blackwell架构AI芯片的雄心壮志。性能对比基准测试结果显示，AMD MI355X的HBM3E存储容量是英伟达GB200/B200 AI GPU的1.5倍，在峰值FP64/FP32性能上，MI355X拥有约2倍优势。AI工程师聚焦的推理吞吐方面，基于Llama-3 405B 推理，MI355X(FP4)相对Blackwell B200提升30% Token/s /$，对比GB200仍可打平。AMD声称，在某些特定的高参数AI训练工作负载中，最高领先1.13倍。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462296960184576,"gmtCreate":1753884021361,"gmtModify":1753884022544,"author":{"id":"3552640605650543","authorId":"3552640605650543","name":"别人家的老公","avatar":"https://static.tigerbbs.com/1fc21e34aac8b2980c3319e6dc498e60","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552640605650543","authorIdStr":"3552640605650543"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲呀 &nbsp;今晚干破187 &nbsp;下周冲200","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲呀 &nbsp;今晚干破187 &nbsp;下周冲200","text":"$美国超微公司(AMD)$ 冲呀 今晚干破187 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