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月下恶魔

月下恶魔

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2020-08-25

$埃克森美孚(XOM)$持仓这个股票也是佩服自己的勇气

2021-03-10

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2021-02-18

$蔚来(NIO)$各位，50以上抄底，还是50以下抄底？

2021-04-13

$百度(BIDU)$我只想回本

2020-07-21

$陌陌(MOMO)$这个陌陌在国内都没人用了，这两天能跌倒18块吗

2020-11-24

$哔哩哔哩(BILI)$这个已经不能叫贪婪了，叫疯狂

2021-01-06

$中国移动(CHL)$30块的时候想做空，为什么显示做空不了呢

2020-11-20

$哔哩哔哩(BILI)$大起大跌才是你B站的风格

2020-11-05

$哔哩哔哩(BILI)$大选有危险的警告⚠️

2020-09-30

$哔哩哔哩(BILI)$今天看上去还是要继续跌啊

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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> “千问工具箱”小程序被微信官方限制，打开时会弹出警示窗口。用户尝试打开该小程序时，系统会弹出安全提示界面，显示该小程序“近期被大量用户投诉，可能存在欺诈行为”，并以醒目颜色标注“停止访问”选项。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fca67a87d19c63eb8a123e6b06345c3c\" alt=\"\" title=\"\" tg-width=\"889\" tg-height=\"1708\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e9c037f89fea044b93421d1f4daf088","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131632261","content_text":"2月9日， 阿里巴巴 “千问工具箱”小程序被微信官方限制，打开时会弹出警示窗口。用户尝试打开该小程序时，系统会弹出安全提示界面，显示该小程序“近期被大量用户投诉，可能存在欺诈行为”，并以醒目颜色标注“停止访问”选项。","news_type":1,"symbols_score_info":{"BABA":2,"00700":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464392223596992,"gmtCreate":1754401835759,"gmtModify":1754401837544,"author":{"id":"3555070496632523","authorId":"3555070496632523","name":"月下恶魔","avatar":"https://static.tigerbbs.com/11bbbc21d014e87b160a115520b87524","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555070496632523","authorIdStr":"3555070496632523"},"themes":[],"title":"","htmlText":"稳健增长=增速不快，机遇与挑战并存=没什么效果。","listText":"稳健增长=增速不快，机遇与挑战并存=没什么效果。","text":"稳健增长=增速不快，机遇与挑战并存=没什么效果。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464392223596992","repostId":"1187740459","repostType":2,"repost":{"id":"1187740459","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1754372901,"share":"https://www.laohu8.com/m/news/1187740459?lang=zh_CN&edition=full","pubTime":"2025-08-05 13:48","market":"us","language":"zh","title":"财报前瞻｜京东Q2零售业务将延续稳健增长，新业务拓展机遇与挑战并存","url":"https://stock-news.laohu8.com/highlight/detail?id=1187740459","media":"财报Agent","summary":"多家机构预测，京东第二季度零售业务收入将按年增长 15% 左右。自 2025 年 4 月起进军外卖服务并推出高额补贴后，京东外卖业务发展迅速。总结与展望综合而言，京东在 2025 年第二季度业绩有望呈现零售业务稳健增长、新业务拓展机遇与挑战并存、京东健康板块表现强劲的格局。投资者和市场也将持续紧盯京东在第二季度的具体业绩数据，以及其在业务拓展、战略布局方面的新动作。","content":"<html><head></head><body><p>国内电商巨头<a href=\"https://laohu8.com/S/JD\">京东</a>将于8月14日美股盘前发布2025年第二季度财报。根据彭博分析师预期，京东第二季度营收为3350.76亿元，调整后净利润为54.15亿元，调整后EPS为3.89元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7b1a51cbc6f988cc226757ff1f78fed\" title=\"\" tg-width=\"1137\" tg-height=\"387\"/></p><h2 id=\"id_3402678821\">上季度业绩回顾</h2><p>财报显示，第一季度总收入达到人民币3011亿元，同比增长15.8%；调整后EBITDA 137亿元，同比增长27%；调整后每ADS收益 8.41元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5248d3a1522fd0963fcd0b0c1610233b\" title=\"\" tg-width=\"1104\" tg-height=\"727\"/></p><p>京东零售依然是业绩增长的引擎，收入同比增长16.3%，增速进一步加快，不含未分配项目的经营利润率从去年同期的4.1%提升到了4.9%。</p><p>第一季度包括外卖业务在内的新业务收入达到57.53亿元，同比增长18.1%，亏损13.27亿元，而2024年同期亏损为6.7亿元。新业务的经营利润率为-23.1%，较2024年同期的-13.8%有所下降。</p><h2 id=\"id_238030317\">本季度业绩预期</h2><p><strong>零售业务：稳健增长态势延续</strong></p><p>京东零售业务作为集团的核心板块，预计在第二季度将继续保持稳健增长。从第一季度的数据来看，京东零售分部收入同比增长 12.5% 至 2552 亿元，带电品类和日用百货品类均有不错表现。进入第二季度，“618” 购物节成为拉动业绩增长的关键因素。在以旧换新补贴政策及流量增长的推动下，电子产品及一般商品销售有望实现双位数增长。多家机构预测，京东第二季度零售业务收入将按年增长 15% 左右。例如，里昂发表研究报告预测京东第二季收入将按年增长 15.9% 至 3380 亿元人民币，主要受惠于 “618” 购物节的强劲表现 。<a href=\"https://laohu8.com/S/603162\">海通</a>国际也认为京东第二季收入将按年增长 14.6% 至 3339 亿元人民币，主要受电子产品及日用百货稳健需求带动 。</p><p>在品类方面，电子产品在以旧换新政策的持续刺激下，将保持较高的增长速度。消费者对于电子产品的更新换代需求，加上京东提供的补贴，使得该品类在购物节期间的销量有望大幅提升。日用百货品类则凭借其日常刚需的特性，保持稳定增长。此外，随着消费者对于品质生活的追求，高端消费品、进口商品等品类也可能在第二季度迎来增长机遇。</p><p>利润方面，虽然 “618” 期间促销活动会对利润率造成一定压力，但京东通过优化供应链、降低成本等措施，有望保持零售业务的利润稳定。第一季度京东零售分部经营利润实现 112 亿元，同比增长 20.4%，对应经营利润率 4.4%，同比提升 0.3pp。预计第二季度在收入增长的带动下，经营利润也将实现一定幅度的增长。</p><p><strong>新业务拓展：外卖业务成关注焦点</strong></p><p>京东在新业务领域的拓展，尤其是外卖业务，成为第二季度业绩的一大看点。自 2025 年 4 月起进军外卖服务并推出高额补贴后，京东外卖业务发展迅速。截止 3 月 17 日，京东外卖已覆盖 126 个城市，入驻品质堂食餐厅门店数突破 30 万家；3 月 24 日，平台日订单突破 100 万 。然而，外卖业务的高额补贴也带来了较大的成本压力。</p><p>里昂预计京东第二季即时零售业务（主要包括外卖业务）将录得约 100 亿元亏损，第三季亏损可能增至约 130 亿元人民币 。海通国际也指出，外卖业务首次录得完整季度贡献，期内日均订单量从 500 万单大幅增至 2500 万单，但季度亏损预料超过 100 亿元人民币，将拖累集团整体盈利表现 。尽管外卖业务目前处于亏损状态，但从长远来看，其对京东的战略意义重大。外卖业务可以增加用户粘性，拓展用户群体，与京东现有的零售业务形成协同效应。例如，通过外卖业务，京东可以将其生鲜、日用百货等商品更快地送达消费者手中，提升消费者的购物体验。</p><p>此外，京东在其他新业务领域也有布局。例如，京东在跨境贸易方面取得了不错的成绩，2025 年上半年欧洲品牌在京东平台销售额达 460 亿元，同比增长 28% 。京东还通过 “中央厨房 + 合伙人” 模式布局餐饮业务，京东七鲜小厨首店单日订单突破 8000 单 。这些新业务的发展虽然在短期内对业绩的贡献可能有限，但从长期来看，有望为京东开拓新的利润增长点。</p><p><strong>京东健康：业绩有望强劲增长</strong></p><p>京东健康作为京东集团旗下的明星板块，在第二季度有望呈现强劲业绩表现。里昂预期，受益于 618 购物节的出色发挥，特别是营养保健品与医疗器械品类的热销，京东健康 2025 年上半年业绩将十分强劲，总收入按年增长 23%，达 348 亿元，其中第二季按年增长 20%，第一季按年增长 26%。高盛也认为，京东健康在 618 大促期间持续领先同行，京东集团于第二季度用户活跃度的提升，将带动京东健康医药类别流量与交易增长。</p><h2 id=\"id_381380811\" style=\"text-align: start;\">总结与展望</h2><p>综合而言，京东在 2025 年第二季度业绩有望呈现零售业务稳健增长、新业务拓展机遇与挑战并存、京东健康板块表现强劲的格局。零售业务作为根基，将持续为集团输送稳定收入与利润；外卖等新业务虽短期亏损，但潜力巨大；京东健康凭借在健康领域的优势，有望实现业绩快速增长。不过，京东需在业务增长与成本控制间精准平衡，合理调配资金投入，以应对激烈市场竞争。未来，随着新业务逐步成熟、市场份额稳步扩大，京东有望在电商行业持续领航，实现业绩的持续稳健增长。投资者和市场也将持续紧盯京东在第二季度的具体业绩数据，以及其在业务拓展、战略布局方面的新动作。</p><p><em>此内容基于tiger AI及彭博数据生成，内容仅供参考。</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻｜京东Q2零售业务将延续稳健增长，新业务拓展机遇与挑战并存</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻｜京东Q2零售业务将延续稳健增长，新业务拓展机遇与挑战并存\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-08-05 13:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>国内电商巨头<a href=\"https://laohu8.com/S/JD\">京东</a>将于8月14日美股盘前发布2025年第二季度财报。根据彭博分析师预期，京东第二季度营收为3350.76亿元，调整后净利润为54.15亿元，调整后EPS为3.89元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7b1a51cbc6f988cc226757ff1f78fed\" title=\"\" tg-width=\"1137\" tg-height=\"387\"/></p><h2 id=\"id_3402678821\">上季度业绩回顾</h2><p>财报显示，第一季度总收入达到人民币3011亿元，同比增长15.8%；调整后EBITDA 137亿元，同比增长27%；调整后每ADS收益 8.41元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5248d3a1522fd0963fcd0b0c1610233b\" title=\"\" tg-width=\"1104\" tg-height=\"727\"/></p><p>京东零售依然是业绩增长的引擎，收入同比增长16.3%，增速进一步加快，不含未分配项目的经营利润率从去年同期的4.1%提升到了4.9%。</p><p>第一季度包括外卖业务在内的新业务收入达到57.53亿元，同比增长18.1%，亏损13.27亿元，而2024年同期亏损为6.7亿元。新业务的经营利润率为-23.1%，较2024年同期的-13.8%有所下降。</p><h2 id=\"id_238030317\">本季度业绩预期</h2><p><strong>零售业务：稳健增长态势延续</strong></p><p>京东零售业务作为集团的核心板块，预计在第二季度将继续保持稳健增长。从第一季度的数据来看，京东零售分部收入同比增长 12.5% 至 2552 亿元，带电品类和日用百货品类均有不错表现。进入第二季度，“618” 购物节成为拉动业绩增长的关键因素。在以旧换新补贴政策及流量增长的推动下，电子产品及一般商品销售有望实现双位数增长。多家机构预测，京东第二季度零售业务收入将按年增长 15% 左右。例如，里昂发表研究报告预测京东第二季收入将按年增长 15.9% 至 3380 亿元人民币，主要受惠于 “618” 购物节的强劲表现 。<a href=\"https://laohu8.com/S/603162\">海通</a>国际也认为京东第二季收入将按年增长 14.6% 至 3339 亿元人民币，主要受电子产品及日用百货稳健需求带动 。</p><p>在品类方面，电子产品在以旧换新政策的持续刺激下，将保持较高的增长速度。消费者对于电子产品的更新换代需求，加上京东提供的补贴，使得该品类在购物节期间的销量有望大幅提升。日用百货品类则凭借其日常刚需的特性，保持稳定增长。此外，随着消费者对于品质生活的追求，高端消费品、进口商品等品类也可能在第二季度迎来增长机遇。</p><p>利润方面，虽然 “618” 期间促销活动会对利润率造成一定压力，但京东通过优化供应链、降低成本等措施，有望保持零售业务的利润稳定。第一季度京东零售分部经营利润实现 112 亿元，同比增长 20.4%，对应经营利润率 4.4%，同比提升 0.3pp。预计第二季度在收入增长的带动下，经营利润也将实现一定幅度的增长。</p><p><strong>新业务拓展：外卖业务成关注焦点</strong></p><p>京东在新业务领域的拓展，尤其是外卖业务，成为第二季度业绩的一大看点。自 2025 年 4 月起进军外卖服务并推出高额补贴后，京东外卖业务发展迅速。截止 3 月 17 日，京东外卖已覆盖 126 个城市，入驻品质堂食餐厅门店数突破 30 万家；3 月 24 日，平台日订单突破 100 万 。然而，外卖业务的高额补贴也带来了较大的成本压力。</p><p>里昂预计京东第二季即时零售业务（主要包括外卖业务）将录得约 100 亿元亏损，第三季亏损可能增至约 130 亿元人民币 。海通国际也指出，外卖业务首次录得完整季度贡献，期内日均订单量从 500 万单大幅增至 2500 万单，但季度亏损预料超过 100 亿元人民币，将拖累集团整体盈利表现 。尽管外卖业务目前处于亏损状态，但从长远来看，其对京东的战略意义重大。外卖业务可以增加用户粘性，拓展用户群体，与京东现有的零售业务形成协同效应。例如，通过外卖业务，京东可以将其生鲜、日用百货等商品更快地送达消费者手中，提升消费者的购物体验。</p><p>此外，京东在其他新业务领域也有布局。例如，京东在跨境贸易方面取得了不错的成绩，2025 年上半年欧洲品牌在京东平台销售额达 460 亿元，同比增长 28% 。京东还通过 “中央厨房 + 合伙人” 模式布局餐饮业务，京东七鲜小厨首店单日订单突破 8000 单 。这些新业务的发展虽然在短期内对业绩的贡献可能有限，但从长期来看，有望为京东开拓新的利润增长点。</p><p><strong>京东健康：业绩有望强劲增长</strong></p><p>京东健康作为京东集团旗下的明星板块，在第二季度有望呈现强劲业绩表现。里昂预期，受益于 618 购物节的出色发挥，特别是营养保健品与医疗器械品类的热销，京东健康 2025 年上半年业绩将十分强劲，总收入按年增长 23%，达 348 亿元，其中第二季按年增长 20%，第一季按年增长 26%。高盛也认为，京东健康在 618 大促期间持续领先同行，京东集团于第二季度用户活跃度的提升，将带动京东健康医药类别流量与交易增长。</p><h2 id=\"id_381380811\" style=\"text-align: start;\">总结与展望</h2><p>综合而言，京东在 2025 年第二季度业绩有望呈现零售业务稳健增长、新业务拓展机遇与挑战并存、京东健康板块表现强劲的格局。零售业务作为根基，将持续为集团输送稳定收入与利润；外卖等新业务虽短期亏损，但潜力巨大；京东健康凭借在健康领域的优势，有望实现业绩快速增长。不过，京东需在业务增长与成本控制间精准平衡，合理调配资金投入，以应对激烈市场竞争。未来，随着新业务逐步成熟、市场份额稳步扩大，京东有望在电商行业持续领航，实现业绩的持续稳健增长。投资者和市场也将持续紧盯京东在第二季度的具体业绩数据，以及其在业务拓展、战略布局方面的新动作。</p><p><em>此内容基于tiger AI及彭博数据生成，内容仅供参考。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/847d34c1e3c7971d406d09709e533466","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187740459","content_text":"国内电商巨头京东将于8月14日美股盘前发布2025年第二季度财报。根据彭博分析师预期，京东第二季度营收为3350.76亿元，调整后净利润为54.15亿元，调整后EPS为3.89元。上季度业绩回顾财报显示，第一季度总收入达到人民币3011亿元，同比增长15.8%；调整后EBITDA 137亿元，同比增长27%；调整后每ADS收益 8.41元。京东零售依然是业绩增长的引擎，收入同比增长16.3%，增速进一步加快，不含未分配项目的经营利润率从去年同期的4.1%提升到了4.9%。第一季度包括外卖业务在内的新业务收入达到57.53亿元，同比增长18.1%，亏损13.27亿元，而2024年同期亏损为6.7亿元。新业务的经营利润率为-23.1%，较2024年同期的-13.8%有所下降。本季度业绩预期零售业务：稳健增长态势延续京东零售业务作为集团的核心板块，预计在第二季度将继续保持稳健增长。从第一季度的数据来看，京东零售分部收入同比增长 12.5% 至 2552 亿元，带电品类和日用百货品类均有不错表现。进入第二季度，“618” 购物节成为拉动业绩增长的关键因素。在以旧换新补贴政策及流量增长的推动下，电子产品及一般商品销售有望实现双位数增长。多家机构预测，京东第二季度零售业务收入将按年增长 15% 左右。例如，里昂发表研究报告预测京东第二季收入将按年增长 15.9% 至 3380 亿元人民币，主要受惠于 “618” 购物节的强劲表现 。海通国际也认为京东第二季收入将按年增长 14.6% 至 3339 亿元人民币，主要受电子产品及日用百货稳健需求带动 。在品类方面，电子产品在以旧换新政策的持续刺激下，将保持较高的增长速度。消费者对于电子产品的更新换代需求，加上京东提供的补贴，使得该品类在购物节期间的销量有望大幅提升。日用百货品类则凭借其日常刚需的特性，保持稳定增长。此外，随着消费者对于品质生活的追求，高端消费品、进口商品等品类也可能在第二季度迎来增长机遇。利润方面，虽然 “618” 期间促销活动会对利润率造成一定压力，但京东通过优化供应链、降低成本等措施，有望保持零售业务的利润稳定。第一季度京东零售分部经营利润实现 112 亿元，同比增长 20.4%，对应经营利润率 4.4%，同比提升 0.3pp。预计第二季度在收入增长的带动下，经营利润也将实现一定幅度的增长。新业务拓展：外卖业务成关注焦点京东在新业务领域的拓展，尤其是外卖业务，成为第二季度业绩的一大看点。自 2025 年 4 月起进军外卖服务并推出高额补贴后，京东外卖业务发展迅速。截止 3 月 17 日，京东外卖已覆盖 126 个城市，入驻品质堂食餐厅门店数突破 30 万家；3 月 24 日，平台日订单突破 100 万 。然而，外卖业务的高额补贴也带来了较大的成本压力。里昂预计京东第二季即时零售业务（主要包括外卖业务）将录得约 100 亿元亏损，第三季亏损可能增至约 130 亿元人民币 。海通国际也指出，外卖业务首次录得完整季度贡献，期内日均订单量从 500 万单大幅增至 2500 万单，但季度亏损预料超过 100 亿元人民币，将拖累集团整体盈利表现 。尽管外卖业务目前处于亏损状态，但从长远来看，其对京东的战略意义重大。外卖业务可以增加用户粘性，拓展用户群体，与京东现有的零售业务形成协同效应。例如，通过外卖业务，京东可以将其生鲜、日用百货等商品更快地送达消费者手中，提升消费者的购物体验。此外，京东在其他新业务领域也有布局。例如，京东在跨境贸易方面取得了不错的成绩，2025 年上半年欧洲品牌在京东平台销售额达 460 亿元，同比增长 28% 。京东还通过 “中央厨房 + 合伙人” 模式布局餐饮业务，京东七鲜小厨首店单日订单突破 8000 单 。这些新业务的发展虽然在短期内对业绩的贡献可能有限，但从长期来看，有望为京东开拓新的利润增长点。京东健康：业绩有望强劲增长京东健康作为京东集团旗下的明星板块，在第二季度有望呈现强劲业绩表现。里昂预期，受益于 618 购物节的出色发挥，特别是营养保健品与医疗器械品类的热销，京东健康 2025 年上半年业绩将十分强劲，总收入按年增长 23%，达 348 亿元，其中第二季按年增长 20%，第一季按年增长 26%。高盛也认为，京东健康在 618 大促期间持续领先同行，京东集团于第二季度用户活跃度的提升，将带动京东健康医药类别流量与交易增长。总结与展望综合而言，京东在 2025 年第二季度业绩有望呈现零售业务稳健增长、新业务拓展机遇与挑战并存、京东健康板块表现强劲的格局。零售业务作为根基，将持续为集团输送稳定收入与利润；外卖等新业务虽短期亏损，但潜力巨大；京东健康凭借在健康领域的优势，有望实现业绩快速增长。不过，京东需在业务增长与成本控制间精准平衡，合理调配资金投入，以应对激烈市场竞争。未来，随着新业务逐步成熟、市场份额稳步扩大，京东有望在电商行业持续领航，实现业绩的持续稳健增长。投资者和市场也将持续紧盯京东在第二季度的具体业绩数据，以及其在业务拓展、战略布局方面的新动作。此内容基于tiger AI及彭博数据生成，内容仅供参考。","news_type":1,"symbols_score_info":{"09618":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459763012780872,"gmtCreate":1753283895601,"gmtModify":1753283896904,"author":{"id":"3555070496632523","authorId":"3555070496632523","name":"月下恶魔","avatar":"https://static.tigerbbs.com/11bbbc21d014e87b160a115520b87524","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555070496632523","authorIdStr":"3555070496632523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉马斯克最近消停了很多，但难免会重蹈覆辙","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉马斯克最近消停了很多，但难免会重蹈覆辙","text":"$特斯拉(TSLA)$ 感觉马斯克最近消停了很多，但难免会重蹈覆辙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459763012780872","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457969357222624,"gmtCreate":1752846288741,"gmtModify":1752846289751,"author":{"id":"3555070496632523","authorId":"3555070496632523","name":"月下恶魔","avatar":"https://static.tigerbbs.com/11bbbc21d014e87b160a115520b87524","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555070496632523","authorIdStr":"3555070496632523"},"themes":[],"title":"","htmlText":"到底什么是储能业务","listText":"到底什么是储能业务","text":"到底什么是储能业务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457969357222624","repostId":"1102821431","repostType":2,"repost":{"id":"1102821431","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":1752760813,"share":"https://www.laohu8.com/m/news/1102821431?lang=zh_CN&edition=full","pubTime":"2025-07-17 22:00","market":"us","language":"zh","title":"财报前瞻丨特斯拉汽车承压下滑，储能创纪录增长成亮点","url":"https://stock-news.laohu8.com/highlight/detail?id=1102821431","media":"老虎资讯综合","summary":"一季度特斯拉汽车交付量同比下降13%，为33.67万辆。第一季度，特斯拉将其汽车销量下滑的部分原因归咎于客户推迟了订单，以便购买3月份开始发货的Model Y焕新版。特斯拉在中国市场Q2交付约12.9万辆，环比增长10.98%，但同比仍下滑5.4%。储能业务：创纪录增长引擎特斯拉储能业务表现极为亮眼，Q2部署了9.6 GWh的储能产品，创下单季度历史新高，营收同比增长100%至30.14亿美元。","content":"<html><head></head><body><blockquote><p>特斯拉将在7月23日（美股盘后）发布25财年第二季度财报，市场普遍预期营收和盈利将面临挑战，但公司在能源存储新兴业务领域展现出增长潜力，分析师观点整体偏向谨慎。</p></blockquote><h3 id=\"id_2490935917\">市场预测</h3><p>根据彭博预期，特斯拉二季度营收预计为228.3亿美元，同比减少10.46%；调整后净利润预计为15.33亿美元，同比减少15.38%；每股收益预计为0.43美元，同比减少17.46%。特斯拉公布的2025年第二季度汽车交付量为38.41万辆，比去年第二季度减少约6万辆，同比下降13.48%。FactSet数据显示，华尔街分析师此前预计交付量约为38.7万辆。</p><p>尽管汽车销售这一主营业务面临挑战，但特斯拉的能源存储业务表现亮眼，预计Q2营收将达30.14亿美元，同比增长100%，占总营收比例升至11.8%，或为二季度营收带来惊喜。</p><h3 id=\"id_623410492\">上季度回顾</h3><p>特斯拉一季度财报显示，总营收为193.35亿美元，同比下降9%；毛利率为16.3%，净利润为4.09亿美元，同比下降65%；调整后每股收益为0.27美元，同比下降40%。一季度特斯拉汽车交付量同比下降13%，为33.67万辆。第一季度，特斯拉将其汽车销量下滑的部分原因归咎于客户推迟了订单，以便购买3月份开始发货的Model Y焕新版。</p><p>其能源存储业务表现突出，部署了10.4 GWh的储能产品，创下单季度历史新高，营收同比增长67%至26.38亿美元。</p><h3 id=\"id_2260019823\">本季度展望</h3><h4 id=\"id_387481024\" style=\"text-align: start;\">汽车业务承压，中国市场相对稳定</h4><p style=\"text-align: start;\">特斯拉的汽车业务在二季度继续面临严峻考验，虽然汽车销售业务持续受阻，但交付量下滑幅度小于预期，这主要得益于中国市场表现相对稳定。特斯拉在中国市场Q2交付约12.9万辆，环比增长10.98%，但同比仍下滑5.4%。中国市场市占率从2020年的15%峰值降至7.6%，面临来自比亚迪、小米等中国车企的激烈竞争。</p><p style=\"text-align: start;\">欧洲市场销量则大幅下滑，德国销量暴跌36%，法国销量下降41%，市场份额跌至1.2%，主要受马斯克政治立场引发的品牌声誉受损影响。</p><p style=\"text-align: start;\"><strong>总体而言，在全球市场挑战严峻且竞争激烈的情况下，中国市场的环比增长对缓冲整体交付下滑起到了关键作用。</strong></p><h4 id=\"id_2465142794\" style=\"text-align: start;\">储能业务：创纪录增长引擎</h4><p style=\"text-align: start;\">特斯拉储能业务表现极为亮眼，Q2部署了9.6 GWh的储能产品，创下单季度历史新高，营收同比增长100%至30.14亿美元。上海储能超级工厂已于2025年2月投产，规划年产能40 GWh，叠加美国工厂产能，特斯拉储能总产能达80 GWh，占2025年全球储能新增装机量的36%。储能业务毛利率达25-30%，远高于汽车业务的12.7%，成为特斯拉利润结构的重要支撑点。</p><p style=\"text-align: start;\"><strong>储能业务的爆发式增长和产能扩张，巩固了其作为特斯拉核心利润来源的地位，或将成为本季度最重要的利润增长点。</strong></p><h4 id=\"id_813157263\" style=\"text-align: start;\">自动驾驶：技术突破引领未来</h4><p style=\"text-align: start;\">特斯拉自动驾驶技术进展值得关注，FSD v12.5参数提升5倍，Q2用户付费率维持在27%左右。特斯拉目前已通过数据合规检测，FSD中国版预计将于2025年底或2026年全面开放订阅。而Robotaxi也已在美国多州开启试运行，<strong>FSD技术的持续优化和中国市场即将开放订阅，凸显了特斯拉在自动驾驶领域的领先优势，其商业化潜力巨大。</strong></p><h4 id=\"id_4100150957\" style=\"text-align: start;\">Optimus：成本优化驱动量产</h4><p style=\"text-align: start;\">特斯拉人形机器人Optimus项目备受关注，但进展不及预期。原定于2025年上半年生产5000台的计划未能实现，实际交付数量仅为约1000台，技术问题如关节电机过热和续航时间不足等仍需解决。特斯拉正在积极寻求新的供应商并调整硬件设计，以期在未来实现更稳定的量产。Optimus成本已从20万美元降至10万美元，但与小米CyberOne（1.6万美元）相比仍有差距，特斯拉计划2026年将Optimus成本进一步降至2万美元。<strong>但若特斯拉能如期实现Optimus项目的快速成本降低和量产规划，并与xAI协同（由xAI提供顶尖AI大脑），或将实现特斯拉市值的二次飞跃。</strong></p><h3 id=\"id_1670351231\">分析师观点</h3><p>目前金融机构和分析师对特斯拉2025财年第二季度财报的观点主要偏向看空。</p><p>瑞银重申对特斯拉的“卖出”评级，并将目标价维持在215美元，其分析师认为公司基本面承压，非核心业务占用资金，特斯拉的股价“从根本上”被高估。</p><p>知名投资人“木头姐”凯茜·伍德继续坚定看多特斯拉，自2014年以来，特斯拉一直是方舟旗下多家基金的重仓股。伍德指出，马斯克最近决定亲自接管特斯拉美国和欧洲的销售业务工作，这表明在公司面临关键转折点的时刻，他正重新将精力集中于公司运营。她还说：“马斯克最近宣布的一件事情是：他将亲自负责美国和欧洲的销售工作。只要他专心并亲自上阵，事情一般都能搞定。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻丨特斯拉汽车承压下滑，储能创纪录增长成亮点</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; 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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财报前瞻丨特斯拉汽车承压下滑，储能创纪录增长成亮点\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\">2025-07-17 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>特斯拉将在7月23日（美股盘后）发布25财年第二季度财报，市场普遍预期营收和盈利将面临挑战，但公司在能源存储新兴业务领域展现出增长潜力，分析师观点整体偏向谨慎。</p></blockquote><h3 id=\"id_2490935917\">市场预测</h3><p>根据彭博预期，特斯拉二季度营收预计为228.3亿美元，同比减少10.46%；调整后净利润预计为15.33亿美元，同比减少15.38%；每股收益预计为0.43美元，同比减少17.46%。特斯拉公布的2025年第二季度汽车交付量为38.41万辆，比去年第二季度减少约6万辆，同比下降13.48%。FactSet数据显示，华尔街分析师此前预计交付量约为38.7万辆。</p><p>尽管汽车销售这一主营业务面临挑战，但特斯拉的能源存储业务表现亮眼，预计Q2营收将达30.14亿美元，同比增长100%，占总营收比例升至11.8%，或为二季度营收带来惊喜。</p><h3 id=\"id_623410492\">上季度回顾</h3><p>特斯拉一季度财报显示，总营收为193.35亿美元，同比下降9%；毛利率为16.3%，净利润为4.09亿美元，同比下降65%；调整后每股收益为0.27美元，同比下降40%。一季度特斯拉汽车交付量同比下降13%，为33.67万辆。第一季度，特斯拉将其汽车销量下滑的部分原因归咎于客户推迟了订单，以便购买3月份开始发货的Model Y焕新版。</p><p>其能源存储业务表现突出，部署了10.4 GWh的储能产品，创下单季度历史新高，营收同比增长67%至26.38亿美元。</p><h3 id=\"id_2260019823\">本季度展望</h3><h4 id=\"id_387481024\" style=\"text-align: start;\">汽车业务承压，中国市场相对稳定</h4><p style=\"text-align: start;\">特斯拉的汽车业务在二季度继续面临严峻考验，虽然汽车销售业务持续受阻，但交付量下滑幅度小于预期，这主要得益于中国市场表现相对稳定。特斯拉在中国市场Q2交付约12.9万辆，环比增长10.98%，但同比仍下滑5.4%。中国市场市占率从2020年的15%峰值降至7.6%，面临来自比亚迪、小米等中国车企的激烈竞争。</p><p style=\"text-align: start;\">欧洲市场销量则大幅下滑，德国销量暴跌36%，法国销量下降41%，市场份额跌至1.2%，主要受马斯克政治立场引发的品牌声誉受损影响。</p><p style=\"text-align: start;\"><strong>总体而言，在全球市场挑战严峻且竞争激烈的情况下，中国市场的环比增长对缓冲整体交付下滑起到了关键作用。</strong></p><h4 id=\"id_2465142794\" style=\"text-align: start;\">储能业务：创纪录增长引擎</h4><p style=\"text-align: start;\">特斯拉储能业务表现极为亮眼，Q2部署了9.6 GWh的储能产品，创下单季度历史新高，营收同比增长100%至30.14亿美元。上海储能超级工厂已于2025年2月投产，规划年产能40 GWh，叠加美国工厂产能，特斯拉储能总产能达80 GWh，占2025年全球储能新增装机量的36%。储能业务毛利率达25-30%，远高于汽车业务的12.7%，成为特斯拉利润结构的重要支撑点。</p><p style=\"text-align: start;\"><strong>储能业务的爆发式增长和产能扩张，巩固了其作为特斯拉核心利润来源的地位，或将成为本季度最重要的利润增长点。</strong></p><h4 id=\"id_813157263\" style=\"text-align: start;\">自动驾驶：技术突破引领未来</h4><p style=\"text-align: start;\">特斯拉自动驾驶技术进展值得关注，FSD v12.5参数提升5倍，Q2用户付费率维持在27%左右。特斯拉目前已通过数据合规检测，FSD中国版预计将于2025年底或2026年全面开放订阅。而Robotaxi也已在美国多州开启试运行，<strong>FSD技术的持续优化和中国市场即将开放订阅，凸显了特斯拉在自动驾驶领域的领先优势，其商业化潜力巨大。</strong></p><h4 id=\"id_4100150957\" style=\"text-align: start;\">Optimus：成本优化驱动量产</h4><p style=\"text-align: start;\">特斯拉人形机器人Optimus项目备受关注，但进展不及预期。原定于2025年上半年生产5000台的计划未能实现，实际交付数量仅为约1000台，技术问题如关节电机过热和续航时间不足等仍需解决。特斯拉正在积极寻求新的供应商并调整硬件设计，以期在未来实现更稳定的量产。Optimus成本已从20万美元降至10万美元，但与小米CyberOne（1.6万美元）相比仍有差距，特斯拉计划2026年将Optimus成本进一步降至2万美元。<strong>但若特斯拉能如期实现Optimus项目的快速成本降低和量产规划，并与xAI协同（由xAI提供顶尖AI大脑），或将实现特斯拉市值的二次飞跃。</strong></p><h3 id=\"id_1670351231\">分析师观点</h3><p>目前金融机构和分析师对特斯拉2025财年第二季度财报的观点主要偏向看空。</p><p>瑞银重申对特斯拉的“卖出”评级，并将目标价维持在215美元，其分析师认为公司基本面承压，非核心业务占用资金，特斯拉的股价“从根本上”被高估。</p><p>知名投资人“木头姐”凯茜·伍德继续坚定看多特斯拉，自2014年以来，特斯拉一直是方舟旗下多家基金的重仓股。伍德指出，马斯克最近决定亲自接管特斯拉美国和欧洲的销售业务工作，这表明在公司面临关键转折点的时刻，他正重新将精力集中于公司运营。她还说：“马斯克最近宣布的一件事情是：他将亲自负责美国和欧洲的销售工作。只要他专心并亲自上阵，事情一般都能搞定。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102821431","content_text":"特斯拉将在7月23日（美股盘后）发布25财年第二季度财报，市场普遍预期营收和盈利将面临挑战，但公司在能源存储新兴业务领域展现出增长潜力，分析师观点整体偏向谨慎。市场预测根据彭博预期，特斯拉二季度营收预计为228.3亿美元，同比减少10.46%；调整后净利润预计为15.33亿美元，同比减少15.38%；每股收益预计为0.43美元，同比减少17.46%。特斯拉公布的2025年第二季度汽车交付量为38.41万辆，比去年第二季度减少约6万辆，同比下降13.48%。FactSet数据显示，华尔街分析师此前预计交付量约为38.7万辆。尽管汽车销售这一主营业务面临挑战，但特斯拉的能源存储业务表现亮眼，预计Q2营收将达30.14亿美元，同比增长100%，占总营收比例升至11.8%，或为二季度营收带来惊喜。上季度回顾特斯拉一季度财报显示，总营收为193.35亿美元，同比下降9%；毛利率为16.3%，净利润为4.09亿美元，同比下降65%；调整后每股收益为0.27美元，同比下降40%。一季度特斯拉汽车交付量同比下降13%，为33.67万辆。第一季度，特斯拉将其汽车销量下滑的部分原因归咎于客户推迟了订单，以便购买3月份开始发货的Model Y焕新版。其能源存储业务表现突出，部署了10.4 GWh的储能产品，创下单季度历史新高，营收同比增长67%至26.38亿美元。本季度展望汽车业务承压，中国市场相对稳定特斯拉的汽车业务在二季度继续面临严峻考验，虽然汽车销售业务持续受阻，但交付量下滑幅度小于预期，这主要得益于中国市场表现相对稳定。特斯拉在中国市场Q2交付约12.9万辆，环比增长10.98%，但同比仍下滑5.4%。中国市场市占率从2020年的15%峰值降至7.6%，面临来自比亚迪、小米等中国车企的激烈竞争。欧洲市场销量则大幅下滑，德国销量暴跌36%，法国销量下降41%，市场份额跌至1.2%，主要受马斯克政治立场引发的品牌声誉受损影响。总体而言，在全球市场挑战严峻且竞争激烈的情况下，中国市场的环比增长对缓冲整体交付下滑起到了关键作用。储能业务：创纪录增长引擎特斯拉储能业务表现极为亮眼，Q2部署了9.6 GWh的储能产品，创下单季度历史新高，营收同比增长100%至30.14亿美元。上海储能超级工厂已于2025年2月投产，规划年产能40 GWh，叠加美国工厂产能，特斯拉储能总产能达80 GWh，占2025年全球储能新增装机量的36%。储能业务毛利率达25-30%，远高于汽车业务的12.7%，成为特斯拉利润结构的重要支撑点。储能业务的爆发式增长和产能扩张，巩固了其作为特斯拉核心利润来源的地位，或将成为本季度最重要的利润增长点。自动驾驶：技术突破引领未来特斯拉自动驾驶技术进展值得关注，FSD v12.5参数提升5倍，Q2用户付费率维持在27%左右。特斯拉目前已通过数据合规检测，FSD中国版预计将于2025年底或2026年全面开放订阅。而Robotaxi也已在美国多州开启试运行，FSD技术的持续优化和中国市场即将开放订阅，凸显了特斯拉在自动驾驶领域的领先优势，其商业化潜力巨大。Optimus：成本优化驱动量产特斯拉人形机器人Optimus项目备受关注，但进展不及预期。原定于2025年上半年生产5000台的计划未能实现，实际交付数量仅为约1000台，技术问题如关节电机过热和续航时间不足等仍需解决。特斯拉正在积极寻求新的供应商并调整硬件设计，以期在未来实现更稳定的量产。Optimus成本已从20万美元降至10万美元，但与小米CyberOne（1.6万美元）相比仍有差距，特斯拉计划2026年将Optimus成本进一步降至2万美元。但若特斯拉能如期实现Optimus项目的快速成本降低和量产规划，并与xAI协同（由xAI提供顶尖AI大脑），或将实现特斯拉市值的二次飞跃。分析师观点目前金融机构和分析师对特斯拉2025财年第二季度财报的观点主要偏向看空。瑞银重申对特斯拉的“卖出”评级，并将目标价维持在215美元，其分析师认为公司基本面承压，非核心业务占用资金，特斯拉的股价“从根本上”被高估。知名投资人“木头姐”凯茜·伍德继续坚定看多特斯拉，自2014年以来，特斯拉一直是方舟旗下多家基金的重仓股。伍德指出，马斯克最近决定亲自接管特斯拉美国和欧洲的销售业务工作，这表明在公司面临关键转折点的时刻，他正重新将精力集中于公司运营。她还说：“马斯克最近宣布的一件事情是：他将亲自负责美国和欧洲的销售工作。只要他专心并亲自上阵，事情一般都能搞定。”","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419805060804680,"gmtCreate":1743522888414,"gmtModify":1743522889963,"author":{"id":"3555070496632523","authorId":"3555070496632523","name":"月下恶魔","avatar":"https://static.tigerbbs.com/11bbbc21d014e87b160a115520b87524","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555070496632523","authorIdStr":"3555070496632523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 开始缩量下跌了吗，这次估计要到35以下了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 开始缩量下跌了吗，这次估计要到35以下了","text":"$京东(JD)$ 开始缩量下跌了吗，这次估计要到35以下了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419805060804680","isVote":1,"tweetType":1,"viewCount":3450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379431748776344,"gmtCreate":1733668855224,"gmtModify":1733669896288,"author":{"id":"3555070496632523","authorId":"3555070496632523","name":"月下恶魔","avatar":"https://static.tigerbbs.com/11bbbc21d014e87b160a115520b87524","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555070496632523","authorIdStr":"3555070496632523"},"themes":[],"title":"","htmlText":"京东已经忘记自己的基本盘了吗","listText":"京东已经忘记自己的基本盘了吗","text":"京东已经忘记自己的基本盘了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379431748776344","repostId":"2489235536","repostType":2,"repost":{"id":"2489235536","kind":"news","pubTimestamp":1733493919,"share":"https://www.laohu8.com/m/news/2489235536?lang=zh_CN&edition=full","pubTime":"2024-12-06 22:05","market":"sh","language":"zh","title":"美股异动 | 京东云言犀智能营销平台发布 京东(JD.US)盘前涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2489235536","media":"智通财经","summary":"智通财经APP获悉，周五，京东(JD.US)美股盘前涨超3%，报37.71美元。消息面上，京东日前发布基于AI大模型技术的京东云言犀智能营销平台，包括言犀小智2.0、智能混剪平台、智能导购、智能外呼、数字人等十大AI营销产品，可帮助超80万商家每天与用户完成上千万次智能交互，AIGC内容使用率高达80%，平均转化率可提升30%。京东云言犀相关负责人表示，目前在京东内部，言犀大模型的调用量已达到59%，超过其他外部模型占比。而今天继大模型在数字人成功落地后，言犀在营销领域的又一次重要规模实践。京东云已经训练了从30亿、100亿到800亿规模的AI模型，从而可以适配各个场景的不同需求。","content":"<html><body><p>智通财经APP获悉，周五，<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.US)美股盘前涨超3%，报37.71美元。消息面上，京东日前发布基于AI大模型技术的京东云言犀<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>营销平台，包括言犀小智2.0、智能混剪平台、智能导购、智能外呼、数字人等十大AI营销产品，可帮助超80万商家每天与用户完成上千万次智能交互，AIGC内容使用率高达80%，平均转化率可提升30%。</p><p>京东云言犀相关负责人表示，目前在京东内部，言犀大模型的调用量已达到59%，超过其他外部模型占比。而今天继大模型在数字人成功落地后，言犀在营销领域的又一次重要规模实践。京东云已经训练了从30亿、100亿到800亿规模的AI模型，从而可以适配各个场景的不同需求。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 京东云言犀智能营销平台发布 京东(JD.US)盘前涨超3%</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{ 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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美股异动 | 京东云言犀智能营销平台发布 京东(JD.US)盘前涨超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-06 22:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1221767.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周五，京东(JD.US)美股盘前涨超3%，报37.71美元。消息面上，京东日前发布基于AI大模型技术的京东云言犀智能营销平台，包括言犀小智2.0、智能混剪平台、智能导购、智能外呼、数字人等十大AI营销产品，可帮助超80万商家每天与用户完成上千万次智能交互，AIGC内容使用率高达80%，平均转化率可提升30%。京东云言犀相关负责人表示，目前在京东内部，言犀大模型的调用量已达到...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1221767.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","BK4504":"桥水持仓","09618":"京东集团-SW","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4579":"人工智能","JD":"京东","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","BK1142":"互联网与直销零售","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0048580855.USD":"富达大中华区A","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" 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SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1221767.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2489235536","content_text":"智通财经APP获悉，周五，京东(JD.US)美股盘前涨超3%，报37.71美元。消息面上，京东日前发布基于AI大模型技术的京东云言犀智能营销平台，包括言犀小智2.0、智能混剪平台、智能导购、智能外呼、数字人等十大AI营销产品，可帮助超80万商家每天与用户完成上千万次智能交互，AIGC内容使用率高达80%，平均转化率可提升30%。京东云言犀相关负责人表示，目前在京东内部，言犀大模型的调用量已达到59%，超过其他外部模型占比。而今天继大模型在数字人成功落地后，言犀在营销领域的又一次重要规模实践。京东云已经训练了从30亿、100亿到800亿规模的AI模型，从而可以适配各个场景的不同需求。","news_type":1,"symbols_score_info":{"89618":0.6,"09618":1,"JD":1}},"isVote":1,"tweetType":1,"viewCount":4370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368447721279944,"gmtCreate":1730994580683,"gmtModify":1730994582803,"author":{"id":"3555070496632523","authorId":"3555070496632523","name":"月下恶魔","avatar":"https://static.tigerbbs.com/11bbbc21d014e87b160a115520b87524","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555070496632523","authorIdStr":"3555070496632523"},"themes":[],"title":"","htmlText":"这三项都是小蝶小碗，长期走X还是在所难免","listText":"这三项都是小蝶小碗，长期走X还是在所难免","text":"这三项都是小蝶小碗，长期走X还是在所难免","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368447721279944","repostId":"1186637535","repostType":2,"repost":{"id":"1186637535","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":1730990443,"share":"https://www.laohu8.com/m/news/1186637535?lang=zh_CN&edition=full","pubTime":"2024-11-07 22:40","market":"us","language":"zh","title":"异动解读 | 京东大涨5.04%背后:加码香港布局 提高员工薪酬 双11大促","url":"https://stock-news.laohu8.com/highlight/detail?id=1186637535","media":"异动解读","summary":"京东股价在2024年11月7日盘中大涨5.04%,这一涨幅背后蕴含了公司多方面的利好消息。首先,京东并入香港作为\"包邮区\",香港市民在京东等内地电商平台购物时无需支付运费。其次,京东正在逐步为员工实施20年薪的加薪政策,旨在提高员工满意度,吸引更多优秀人才加入公司。再者,京东正在为11.11\"双十一\"购物节做大量优惠活动准备。最后,多家券商给出了对京东的积极投资评级与目标价预期。","content":"<p>京东股价在2024年11月7日盘中大涨5.04%,这一涨幅背后蕴含了公司多方面的利好消息。</p>\n\n<p>首先,京东并入香港作为\"包邮区\",香港市民在京东等内地电商平台购物时无需支付运费。这一举措刺激了香港地区的消费者网购需求,内地发往香港的网购包裹出现增长。为满足包裹送递需求,快递企业如菜鸟正加速在香港开设自提点、延长营业时间等,以吸引并留住这波购物潮。</p>\n\n<p>其次,京东正在逐步为员工实施20年薪的加薪政策,旨在提高员工满意度,吸引更多优秀人才加入公司。这体现了京东对人才价值的重视,以及在企业文化和员工关怀方面的努力。</p>\n\n<p>再者,京东正在为11.11\"双十一\"购物节做大量优惠活动准备。PLUS会员可领取高达800元的超级补贴券,多款大牌商品可享受真5折价格。京东还为会员准备了买一送一的\"生活特权\"活动。这些丰富多彩的促销举措有利于吸引消费者购物,提升营收。</p>\n\n<p>最后,多家券商给出了对京东的积极投资评级与目标价预期。一些分析师认为,随着中国内需刺激政策落地以及家电等产品需求复苏,京东有望在今年第三季业绩表现较去年同期有所改善。</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 | 京东大涨5.04%背后:加码香港布局 提高员工薪酬 双11大促</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{ 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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异动解读 | 京东大涨5.04%背后:加码香港布局 提高员工薪酬 双11大促\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\">2024-11-07 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>京东股价在2024年11月7日盘中大涨5.04%,这一涨幅背后蕴含了公司多方面的利好消息。</p>\n\n<p>首先,京东并入香港作为\"包邮区\",香港市民在京东等内地电商平台购物时无需支付运费。这一举措刺激了香港地区的消费者网购需求,内地发往香港的网购包裹出现增长。为满足包裹送递需求,快递企业如菜鸟正加速在香港开设自提点、延长营业时间等,以吸引并留住这波购物潮。</p>\n\n<p>其次,京东正在逐步为员工实施20年薪的加薪政策,旨在提高员工满意度,吸引更多优秀人才加入公司。这体现了京东对人才价值的重视,以及在企业文化和员工关怀方面的努力。</p>\n\n<p>再者,京东正在为11.11\"双十一\"购物节做大量优惠活动准备。PLUS会员可领取高达800元的超级补贴券,多款大牌商品可享受真5折价格。京东还为会员准备了买一送一的\"生活特权\"活动。这些丰富多彩的促销举措有利于吸引消费者购物,提升营收。</p>\n\n<p>最后,多家券商给出了对京东的积极投资评级与目标价预期。一些分析师认为,随着中国内需刺激政策落地以及家电等产品需求复苏,京东有望在今年第三季业绩表现较去年同期有所改善。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186637535","content_text":"京东股价在2024年11月7日盘中大涨5.04%,这一涨幅背后蕴含了公司多方面的利好消息。\n首先,京东并入香港作为\"包邮区\",香港市民在京东等内地电商平台购物时无需支付运费。这一举措刺激了香港地区的消费者网购需求,内地发往香港的网购包裹出现增长。为满足包裹送递需求,快递企业如菜鸟正加速在香港开设自提点、延长营业时间等,以吸引并留住这波购物潮。\n其次,京东正在逐步为员工实施20年薪的加薪政策,旨在提高员工满意度,吸引更多优秀人才加入公司。这体现了京东对人才价值的重视,以及在企业文化和员工关怀方面的努力。\n再者,京东正在为11.11\"双十一\"购物节做大量优惠活动准备。PLUS会员可领取高达800元的超级补贴券,多款大牌商品可享受真5折价格。京东还为会员准备了买一送一的\"生活特权\"活动。这些丰富多彩的促销举措有利于吸引消费者购物,提升营收。\n最后,多家券商给出了对京东的积极投资评级与目标价预期。一些分析师认为,随着中国内需刺激政策落地以及家电等产品需求复苏,京东有望在今年第三季业绩表现较去年同期有所改善。","news_type":1,"symbols_score_info":{"JD":1}},"isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624142831,"gmtCreate":1677198993424,"gmtModify":1677198994394,"author":{"id":"3555070496632523","authorId":"3555070496632523","name":"月下恶魔","avatar":"https://static.tigerbbs.com/11bbbc21d014e87b160a115520b87524","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555070496632523","authorIdStr":"3555070496632523"},"themes":[],"title":"","htmlText":"<a 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