南山小鱼人的个人主页 - 老虎社区

南山小鱼人

南山小鱼人

老虎证券首席交易员

IP属地：广东

351关注

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8主题

0勋章

南山小鱼人

12-19

最近的那一次就是 11月那次流动性危机，大空头Michael Burry，后来又在市场悄无声息下慢慢淡下去了，所以做多准没错，不反人性

南山小鱼人

12-19

BBB

南山小鱼人

12-17

为啥每次大盘不行，就出来讲话，[笑哭]

北京时间周四10点，特朗普将全美讲话：回顾“伟大”的一年，预告明年新政

南山小鱼人

11-22

有人说是要把mstr给拉下水，不知真假

南山小鱼人

11-22

牛

@火火兔爸:$礼来(LLY)$ $Palantir Technologies Inc.(PLTR)$ $英伟达(NVDA)$ 感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益

南山小鱼人

11-22

$BIDU 20251121 109.0 PUT$ 今天是被达子治愈的一天

南山小鱼人

11-19

太惨了，是大空头，我们没救了

'Big Short' Michael Burry Slams Baidu For $2.2 Billion Impairment In Q3 After 50% Of 2024 Net Income Gain Driven By 'Useful Life' Tweaks<blockquote>“大空头”Michael Burry猛烈抨击百度在“使用寿命”调整推动2024年净利润增长50%后，第三季度减值22亿美元</blockquote>

南山小鱼人

11-18

也是失速了

拼多多三季度营收1082.8亿元，调整后净利润313.8亿元

南山小鱼人

11-18

$百度集团-SW(09888)$ 这是谁的部将，这么着急出售

南山小鱼人

11-05

低估了CUDA的统治力

AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫

南山小鱼人

10-18

逝者安息

著名物理学家、诺贝尔物理学奖得主杨振宁逝世

南山小鱼人

10-17

924新政牛市记录 • 9.18-19号fomc议息会议，鲍威尔讲话下调50bp，美联储基准利率来到4.75-5.25区间。此时中概股稍有波动 • 9月24日上午，中国人民银行、金融监管总局、证监会联合出台一揽子金融政策。央行明确表示：“在今年年内还将视市场流动性的状况，可能择机进一步下调存款准备金率0.25-0.5个百分点。a股直接2700到3000点，此时中概股开始波动了。 • 9月25号，东风导弹发射 • 9月26日，中央政治局会议：1、要降低存款准备金率，实施有力度的降息。2、要促进房地产市场止跌回稳，对商品房建设要严控增量、优化存量、提高质量，加大“白名单”项目贷款投放力度，支持盘活存量闲置土地。3、要回应群众关切，调整住房限购政策，降低存量房贷利率，抓紧完善土地、财税、金融等政策，推动构建房地产发展新模式。 • 9.27日，央行公告，自2024年9月27日起，下调金融机构存款准备金率0.5个百分点（不含已执行5%存款准备金率的金融机构）。 • 10.4号美非农数据报表，降息预期下调 • 10.4日欧盟电动汽车关税 • 10.8日，国新办新闻发布会，内容不及预期 • 10.10号，央行创设 5000亿的SFISF，短暂波动 • 10.12号，彭博消息预测政策不及预期，yang夜盘开始涨了 • 10.18号，央行互换便利，和降准降息第一阶段告一段落了

南山小鱼人

10-12

$Summit State Bank(SSBI)$ 有人关注它吗

南山小鱼人

08-21

$百度(BIDU)$ 都在犹豫，

南山小鱼人

08-13

[可爱] [捂脸]

突然出手！Perplexity AI报价345亿美元现金收购谷歌(GOOGL.US,GOOG.US)Chrome 欲借浏览器用户切入AI搜索赛道

南山小鱼人

08-04

pltr真的可以吗，

南山小鱼人

08-04

广告股 meta reddit app

南山小鱼人

08-01

这篇文章不错，转发给大家看看

世界500强企业出炉比亚迪首超特斯拉, 最赚钱企业又是谁？

南山小鱼人

07-25

谜语人滚出哥谭[吃瓜]

美国总统特朗普表示，昨天鲍威尔给人的印象是他可能准备降息

南山小鱼人

07-23

$小鹏汽车(XPEV)$ 胶个朋友

去老虎APP查看更多动态

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Burry，后来又在市场悄无声息下慢慢淡下去了，所以做多准没错，不反人性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/512520322663304","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000457","authorId":"9000000000000457","name":"NellyJob","avatar":"https://static.tigerbbs.com/8d7ac434e1f153d7b13db434b9c71a39","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000457","authorIdStr":"9000000000000457"},"content":"長期持有就對了，別被短期波動嚇跑！","text":"長期持有就對了，別被短期波動嚇跑！","html":"長期持有就對了，別被短期波動嚇跑！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512516745196176,"gmtCreate":1766153123458,"gmtModify":1766153125516,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"htmlText":"BBB","listText":"BBB","text":"BBB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512516745196176","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511596619382928,"gmtCreate":1765928475466,"gmtModify":1765928477928,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"title":"","htmlText":"为啥每次大盘不行，就出来讲话，[笑哭]&nbsp;&nbsp;","listText":"为啥每次大盘不行，就出来讲话，[笑哭]&nbsp;&nbsp;","text":"为啥每次大盘不行，就出来讲话，[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511596619382928","repostId":"2592937232","repostType":4,"repost":{"id":"2592937232","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1765919805,"share":"https://www.laohu8.com/m/news/2592937232?lang=zh_CN&edition=full","pubTime":"2025-12-17 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Leavitt在接受媒体采访时表示：</p><blockquote><p><strong>总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。</strong></p></blockquote><p>近期特朗普在关键议题上的支持率正在下滑，经济指标也亮起预警信号。据一项12月民调显示，自3月以来，民众对总统在经济和移民问题上处理方式的认可度下降了近10个百分点。</p><p>分析认为，这场全美讲话将为特朗普提供在中期选举前重振支持率的机会。美国共和党将在明年11月的选举中努力保住对国会的控制权，届时投票将检验特朗普的政治影响力，并决定其未来立法议程能否继续推进。</p><h2 id=\"id_3840777757\">经济压力成为核心挑战</h2><p><strong>经济问题已成为特朗普面临的主要挑战。</strong></p><p><strong>工资增长放缓和家庭成本上升等经济预警信号显现，让民众对生活负担能力的担忧成为选民关注的核心议题。</strong></p><p>政治对手抓住特朗普征收关税的政策做文章，认为这正是导致消费价格上涨和通胀的罪魁祸首。</p><p>上周，特朗普在宾夕法尼亚州波科诺山区举行了集会式活动，启动国内巡回造势，旨在回应美国民众面临的经济压力。</p><p>近几周来，特朗普试图通过公布旨在降低成本的政策来缓解这些担忧，并为受低<a href=\"https://laohu8.com/S/000061\">农产品</a>价格和关税政策影响的农民提供援助。</p><p><strong>医疗保健问题构成了特别挑战。</strong>数百万享受补贴的美国人将在年底面临补贴到期，预计医疗成本将上涨，共和党在解释这一问题上面临艰巨任务。</p><h2 id=\"id_2878500160\">任内重塑美国经济与安全格局</h2><p><strong>特朗普重返白宫近一年来，着力重塑美国的经济和国家安全关系。</strong></p><p>他对贸易伙伴和关键行业征收关税，并与欧盟和北约等盟友在国防开支、移民、文化议题以及如何结束俄乌冲突产生分歧。</p><p>在美国，特朗普测试着行政权力的边界，通过削减美国联邦政府人员规模和大幅削减保守派长期批评的项目资金来重塑联邦政府。</p><p>他还努力兑现竞选承诺，对非法移民实施大规模驱逐，并收紧合法入境途径。</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>北京时间周四10点，特朗普将全美讲话：回顾“伟大”的一年，预告明年新政</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北京时间周四10点，特朗普将全美讲话：回顾“伟大”的一年，预告明年新政\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 05:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761516><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普在社交媒体上宣布，将于美东时间周三晚9点（北京时间周四上午10点）在白宫发表全美讲话。他在帖子中写道：“这对我们的国家来说是伟大的一年，最好的还在后面。”白宫新闻秘书Karoline Leavitt表示：“总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。”美国总统特朗普将于北京时间周四上午10点向全美发表讲话，这是他在民意支持率下滑、经济面临不利因素之际，直接向选民阐述...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761516\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f98555e2a6d4e4c4444b0e6e951b76ec","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3761516","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592937232","content_text":"特朗普在社交媒体上宣布，将于美东时间周三晚9点（北京时间周四上午10点）在白宫发表全美讲话。他在帖子中写道：“这对我们的国家来说是伟大的一年，最好的还在后面。”白宫新闻秘书Karoline Leavitt表示：“总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。”美国总统特朗普将于北京时间周四上午10点向全美发表讲话，这是他在民意支持率下滑、经济面临不利因素之际，直接向选民阐述其政策议程的一次关键机会。当地时间周二，特朗普在社交媒体上宣布，将于美东时间周三晚9点（北京时间周四上午10点）在白宫发表讲话。特朗普在社交媒体帖子中写道：我期待'见到'你们。这对我们的国家来说是伟大的一年，最好的还在后面。白宫新闻秘书Karoline Leavitt在接受媒体采访时表示：总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。近期特朗普在关键议题上的支持率正在下滑，经济指标也亮起预警信号。据一项12月民调显示，自3月以来，民众对总统在经济和移民问题上处理方式的认可度下降了近10个百分点。分析认为，这场全美讲话将为特朗普提供在中期选举前重振支持率的机会。美国共和党将在明年11月的选举中努力保住对国会的控制权，届时投票将检验特朗普的政治影响力，并决定其未来立法议程能否继续推进。经济压力成为核心挑战经济问题已成为特朗普面临的主要挑战。工资增长放缓和家庭成本上升等经济预警信号显现，让民众对生活负担能力的担忧成为选民关注的核心议题。政治对手抓住特朗普征收关税的政策做文章，认为这正是导致消费价格上涨和通胀的罪魁祸首。上周，特朗普在宾夕法尼亚州波科诺山区举行了集会式活动，启动国内巡回造势，旨在回应美国民众面临的经济压力。近几周来，特朗普试图通过公布旨在降低成本的政策来缓解这些担忧，并为受低农产品价格和关税政策影响的农民提供援助。医疗保健问题构成了特别挑战。数百万享受补贴的美国人将在年底面临补贴到期，预计医疗成本将上涨，共和党在解释这一问题上面临艰巨任务。任内重塑美国经济与安全格局特朗普重返白宫近一年来，着力重塑美国的经济和国家安全关系。他对贸易伙伴和关键行业征收关税，并与欧盟和北约等盟友在国防开支、移民、文化议题以及如何结束俄乌冲突产生分歧。在美国，特朗普测试着行政权力的边界，通过削减美国联邦政府人员规模和大幅削减保守派长期批评的项目资金来重塑联邦政府。他还努力兑现竞选承诺，对非法移民实施大规模驱逐，并收紧合法入境途径。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502984732091096,"gmtCreate":1763827084513,"gmtModify":1763827086951,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"htmlText":"有人说是要把mstr给拉下水，不知真假","listText":"有人说是要把mstr给拉下水，不知真假","text":"有人说是要把mstr给拉下水，不知真假","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502984732091096","isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502977552270088,"gmtCreate":1763826072429,"gmtModify":1763826074796,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502977552270088","repostId":"502945250431784","repostType":1,"repost":{"id":502945250431784,"gmtCreate":1763817445622,"gmtModify":1763875802269,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a 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感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益","images":[{"img":"https://static.tigerbbs.com/ad0936828ff47f9ec7f671129f676c2d","width":"957","height":"216"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502945250431784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502641395639040,"gmtCreate":1763743692484,"gmtModify":1763743694008,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/BIDU 20251121 109.0 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今天是被达子治愈的一天","images":[{"img":"https://static.tigerbbs.com/fe0de98338039029a25a44ee866f5491","width":"1080","height":"2344"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502641395639040","isVote":1,"tweetType":1,"viewCount":8157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":501835085632304,"gmtCreate":1763537302143,"gmtModify":1763537304624,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"title":"","htmlText":"太惨了，是大空头，我们没救了","listText":"太惨了，是大空头，我们没救了","text":"太惨了，是大空头，我们没救了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501835085632304","repostId":"2584185979","repostType":2,"repost":{"id":"2584185979","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1763535927,"share":"https://www.laohu8.com/m/news/2584185979?lang=zh_CN&edition=full","pubTime":"2025-11-19 15:05","market":"us","language":"en","title":"'Big Short' Michael Burry Slams Baidu For $2.2 Billion Impairment In Q3 After 50% Of 2024 Net Income Gain Driven By 'Useful Life' Tweaks<blockquote>“大空头”Michael Burry猛烈抨击百度在“使用寿命”调整推动2024年净利润增长50%后，第三季度减值22亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2584185979","media":"Benzinga","summary":"Michael Burry slams Baidu: Flags 50% net income rise to accounting tweaks, not growth, despite a massive $2.2 billion asset impairment.","content":"<p><html><body><strong>Michael Burry</strong>, the investor famed for “The Big Short,” aimed at <strong><a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU) following its third-quarter 2025 earnings release, highlighting a pattern of accounting maneuvers that raises doubts about the company’s financial health.</p><p><blockquote><html><body><strong>迈克尔·伯里</strong>这位以“大空头”而闻名的投资者旨在<strong><a href=\"https://laohu8.com/S/09888\">百度</a>公司。</strong>（纳斯达克：BIDU）在发布2025年第三季度财报后，凸显了一种会计操作模式，引发了人们对该公司财务健康状况的怀疑。</body></html></blockquote></p><p> <em>Check out BIDU’s stock price here.</em></p><p><blockquote><em>点击此处查看百度的股价。</em></blockquote></p><p> <h2><strong>Baidu’s 2024 Accounting Changes Lead To Q3 Impairment?</strong></h2> While Baidu management touted an “AI-native” transformation this week, Burry flagged that the company's profit growth in the previous year was driven by administrative estimates rather than operational success.</p><p><blockquote><h2><strong>百度2024年会计变更导致第三季度减值？</strong></h2>尽管百度管理层本周宣扬“人工智能原生”转型，但伯里表示，该公司上一年的利润增长是由管理估计推动的，而不是运营成功。</blockquote></p><p> Burry's critique centers on the contradiction between that 2024 “life extension” and the reality revealed in the current third-quarter 2025 report.</p><p><blockquote>伯里的批评集中在2024年“寿命延长”与当前2025年第三季度报告中揭示的现实之间的矛盾。</blockquote></p><p> <em>Benzinga has reached out to Baidu for a comment.</em></p><p><blockquote><em>Benzinga已联系百度寻求评论。</em></blockquote></p><p> On Tuesday, Baidu announced a massive RMB 16.2 billion ($2.2 billion) impairment charge, effectively admitting that much of its existing infrastructure is now obsolete—less than a year after claiming those same assets would last longer.</p><p><blockquote>周二，百度宣布计提162亿元人民币（合22亿美元）的巨额减值费用，实际上承认其现有的大部分基础设施现已过时——距离声称这些资产可以持续更长时间还不到一年。</blockquote></p><p> “Took a RMB 16.2 billion impairment on RMB 30.1B net PPE (over 50%),” Burry noted, emphasizing the disconnect. He pointed out the irony of Baidu extending the useful life of servers in 2021 and 2024 to smooth earnings, only to write off half the value of its property, plant, and equipment in 2025.</p><p><blockquote>Burry指出：“对301亿元人民币的净个人防护设备（超过50%）进行了162亿元人民币的减值。”他强调了这种脱节。他指出，具有讽刺意味的是，百度在2021年和2024年延长服务器的使用寿命以平稳盈利，却在2025年注销了其财产、厂房和设备价值的一半。</blockquote></p><p> In 2024, Baidu's net income rose over 50% largely due to a decision to extend the estimated “useful life” of its servers from five to six years. Burry highlights, this accounting tweak artificially lowered depreciation expenses and boosted the bottom line, creating the illusion of growth.</p><p><blockquote>2024年，百度的净利润增长了50%以上，这主要是由于决定将其服务器的预计“使用寿命”从五年延长至六年。伯里强调，这种会计调整人为地降低了折旧费用并提高了利润，造成了增长的假象。</blockquote></p><p> <figure><div> <p dir=\"ltr\" lang=\"en\">\"But it's Baidu\"2021:Useful life 4-&gt;5 years for servers2024: Useful life 5-&gt;6 years for serversTook a RMB 16.2 billion impairment on RMB 30.1B net PPE. (over 50%)Had RMB 8-11 billion cap ex each of last 4 years, and Depreciation RMB 6.8 billion in 2024In 2024, net income… pic.twitter.com/VriykpzLV0</p><p><blockquote><figure><div><p dir=\"ltr\" lang=\"en\">“但这是百度”2021年：服务器使用寿命4-&gt;5年2024年：服务器使用寿命5-&gt;6年人民币301亿元净个人防护设备减值162亿元。（超过50%）过去4年每年的资本总额为80-110亿元人民币，2024年折旧为68亿元人民币2024年，净利润……pic.twitter.com/VriykpzLV0</p></div></figure></blockquote></p><p>— Cassandra Unchained (@michaeljburry) November 19, 2025 </div></figure> <strong>See Also: Baidu’s AI Cloud Takes Off, But Ad Slump Steals Spotlight</strong></p><p><blockquote>——被解放的卡桑德拉(@michaeljburry)2025年11月19日<strong>另请参阅：百度的人工智能云起飞，但广告低迷抢尽风头</strong></blockquote></p><p> <h2><strong>Management Says Q3 Impairment Is For New AI Infrastructure</strong></h2> During the third-quarter earnings call, Baidu management defended the massive write-down as a necessary step for their AI pivot.</p><p><blockquote><h2><strong>管理层表示第三季度减值是针对新的人工智能基础设施</strong></h2>在第三季度财报看涨期权上，百度管理层为大规模减记辩护，认为这是其人工智能转型的必要步骤。</blockquote></p><p> “We are accelerating investments in the latest AI computing technologies without any hesitation,” said Baidu CFO <strong>Haijian He</strong>.</p><p><blockquote>百度首席财务官表示：“我们正在毫不犹豫地加速对最新人工智能计算技术的投资。”<strong>何海建</strong>.</blockquote></p><p> “Some of the existing assets no longer meet today’s computing efficiency requirements. So we actually proactively did some impairments.”</p><p><blockquote>“现有的一些资产已经不符合今天的计算效率要求。所以我们其实主动做了一些减值。”</blockquote></p><p> However, the core business numbers for the third quarter struggled to back up the bullish narrative. Total revenue dipped 7% year-over-year to $4.38 billion, and free cash flow turned negative as AI spending ramped up.</p><p><blockquote>然而，第三季度的核心业务数据难以支持看涨的说法。总收入同比下降7%至43.8亿美元，随着人工智能支出的增加，自由现金流转为负值。</blockquote></p><p> While CEO <strong>Robin Li</strong> insisted that “AI is driving transformative value,” Burry's analysis suggests that Baidu’s earnings history is colored by shifting accounting goalposts, leaving investors to question the true useful life of the company's assets.</p><p><blockquote>而首席执行官<strong>李彦宏</strong>伯里坚称“人工智能正在推动变革性价值”，他的分析表明，百度的盈利历史受到会计目标转变的影响，让投资者质疑该公司资产的真实使用寿命。</blockquote></p><p> <h2><strong>Baidu Outperforms Nasdaq In 2025</strong></h2> Shares of BIDU have risen 41.64% year-to-date, whereas the Nasdaq Composite and Nasdaq 100 indices have returned 16.35% and 16.82%, respectively.</p><p><blockquote><h2><strong>2025年百度将超越纳斯达克</strong></h2>百度股价今年迄今已上涨41.64%，而纳斯达克综合指数和纳斯达克100指数的回报率分别为16.35%和16.82%。</blockquote></p><p> On Tuesday, the shares closed 2.66% higher at $117.14 apiece and dropped by 2.64% overnight. The stock has gained 36.18% over the year.</p><p><blockquote>周二，该股收盘上涨2.66%，至每股117.14美元，隔夜下跌2.64%。该股年内上涨36.18%。</blockquote></p><p> BIDU maintains a weaker price trend over the short term but a strong trend in the medium and long terms, with a strong value ranking. Additional performance details, as per <strong>Benzinga’s Edge Stock Rankings</strong>, are available here.</p><p><blockquote>百度短期内价格走势较弱，中长期走势强劲，价值排名较强。其他性能详细信息，根据<strong>Benzinga的Edge股票排名</strong>，可在此处获得。</blockquote></p><p> <figure><img decoding=\"async\" height=\"154\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--1024x154.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--1024x154.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--300x45.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--768x115.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE-.png 1146w\" width=\"1024\"/></figure> The futures of the S&amp;P 500, Nasdaq 100, and Dow Jones indices were trading lower on Wednesday, after closing lower for the second consecutive day on Tuesday.</p><p><blockquote><figure></figure>标普500、纳斯达克100指数和道琼斯指数期货周三走低，周二连续第二天收低。</blockquote></p><p> <strong>Read Next:</strong></p><p><blockquote><strong>阅读下一篇：</strong></blockquote></p><p></p><p> <ul> <li><strong>‘Big Short’ Michael Burry Reaffirms His Long MOH, Short PLTR Stance Days After De-Registering Fund: ‘Peanut Butter And Bananas’ Trade</strong></li> </ul> <strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p><p><blockquote><ul><li><strong>“大空头”迈克尔·伯里(Michael Burry)在注销基金几天后重申了他的多头MOH、空头PLTR立场：“花生酱和香蕉”交易</strong></li></ul><strong><em>免责声明：</em></strong><em>该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审查和发布。</em></blockquote></p><p> <em>Photo courtesy: Tada Images on Shutterstock.com</em></p><p><blockquote><em>照片提供：Shutterstock.com上的Tada Images</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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'Big Short' Michael Burry Slams Baidu For $2.2 Billion Impairment In Q3 After 50% Of 2024 Net Income Gain Driven By 'Useful Life' Tweaks<blockquote>“大空头”Michael Burry猛烈抨击百度在“使用寿命”调整推动2024年净利润增长50%后，第三季度减值22亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2025-11-19 15:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Michael Burry</strong>, the investor famed for “The Big Short,” aimed at <strong><a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU) following its third-quarter 2025 earnings release, highlighting a pattern of accounting maneuvers that raises doubts about the company’s financial health.</p><p><blockquote><html><body><strong>迈克尔·伯里</strong>这位以“大空头”而闻名的投资者旨在<strong><a href=\"https://laohu8.com/S/09888\">百度</a>公司。</strong>（纳斯达克：BIDU）在发布2025年第三季度财报后，凸显了一种会计操作模式，引发了人们对该公司财务健康状况的怀疑。</body></html></blockquote></p><p> <em>Check out BIDU’s stock price here.</em></p><p><blockquote><em>点击此处查看百度的股价。</em></blockquote></p><p> <h2><strong>Baidu’s 2024 Accounting Changes Lead To Q3 Impairment?</strong></h2> While Baidu management touted an “AI-native” transformation this week, Burry flagged that the company's profit growth in the previous year was driven by administrative estimates rather than operational success.</p><p><blockquote><h2><strong>百度2024年会计变更导致第三季度减值？</strong></h2>尽管百度管理层本周宣扬“人工智能原生”转型，但伯里表示，该公司上一年的利润增长是由管理估计推动的，而不是运营成功。</blockquote></p><p> Burry's critique centers on the contradiction between that 2024 “life extension” and the reality revealed in the current third-quarter 2025 report.</p><p><blockquote>伯里的批评集中在2024年“寿命延长”与当前2025年第三季度报告中揭示的现实之间的矛盾。</blockquote></p><p> <em>Benzinga has reached out to Baidu for a comment.</em></p><p><blockquote><em>Benzinga已联系百度寻求评论。</em></blockquote></p><p> On Tuesday, Baidu announced a massive RMB 16.2 billion ($2.2 billion) impairment charge, effectively admitting that much of its existing infrastructure is now obsolete—less than a year after claiming those same assets would last longer.</p><p><blockquote>周二，百度宣布计提162亿元人民币（合22亿美元）的巨额减值费用，实际上承认其现有的大部分基础设施现已过时——距离声称这些资产可以持续更长时间还不到一年。</blockquote></p><p> “Took a RMB 16.2 billion impairment on RMB 30.1B net PPE (over 50%),” Burry noted, emphasizing the disconnect. He pointed out the irony of Baidu extending the useful life of servers in 2021 and 2024 to smooth earnings, only to write off half the value of its property, plant, and equipment in 2025.</p><p><blockquote>Burry指出：“对301亿元人民币的净个人防护设备（超过50%）进行了162亿元人民币的减值。”他强调了这种脱节。他指出，具有讽刺意味的是，百度在2021年和2024年延长服务器的使用寿命以平稳盈利，却在2025年注销了其财产、厂房和设备价值的一半。</blockquote></p><p> In 2024, Baidu's net income rose over 50% largely due to a decision to extend the estimated “useful life” of its servers from five to six years. Burry highlights, this accounting tweak artificially lowered depreciation expenses and boosted the bottom line, creating the illusion of growth.</p><p><blockquote>2024年，百度的净利润增长了50%以上，这主要是由于决定将其服务器的预计“使用寿命”从五年延长至六年。伯里强调，这种会计调整人为地降低了折旧费用并提高了利润，造成了增长的假象。</blockquote></p><p> <figure><div> <p dir=\"ltr\" lang=\"en\">\"But it's Baidu\"2021:Useful life 4-&gt;5 years for servers2024: Useful life 5-&gt;6 years for serversTook a RMB 16.2 billion impairment on RMB 30.1B net PPE. (over 50%)Had RMB 8-11 billion cap ex each of last 4 years, and Depreciation RMB 6.8 billion in 2024In 2024, net income… pic.twitter.com/VriykpzLV0</p><p><blockquote><figure><div><p dir=\"ltr\" lang=\"en\">“但这是百度”2021年：服务器使用寿命4-&gt;5年2024年：服务器使用寿命5-&gt;6年人民币301亿元净个人防护设备减值162亿元。（超过50%）过去4年每年的资本总额为80-110亿元人民币，2024年折旧为68亿元人民币2024年，净利润……pic.twitter.com/VriykpzLV0</p></div></figure></blockquote></p><p>— Cassandra Unchained (@michaeljburry) November 19, 2025 </div></figure> <strong>See Also: Baidu’s AI Cloud Takes Off, But Ad Slump Steals Spotlight</strong></p><p><blockquote>——被解放的卡桑德拉(@michaeljburry)2025年11月19日<strong>另请参阅：百度的人工智能云起飞，但广告低迷抢尽风头</strong></blockquote></p><p> <h2><strong>Management Says Q3 Impairment Is For New AI Infrastructure</strong></h2> During the third-quarter earnings call, Baidu management defended the massive write-down as a necessary step for their AI pivot.</p><p><blockquote><h2><strong>管理层表示第三季度减值是针对新的人工智能基础设施</strong></h2>在第三季度财报看涨期权上，百度管理层为大规模减记辩护，认为这是其人工智能转型的必要步骤。</blockquote></p><p> “We are accelerating investments in the latest AI computing technologies without any hesitation,” said Baidu CFO <strong>Haijian He</strong>.</p><p><blockquote>百度首席财务官表示：“我们正在毫不犹豫地加速对最新人工智能计算技术的投资。”<strong>何海建</strong>.</blockquote></p><p> “Some of the existing assets no longer meet today’s computing efficiency requirements. So we actually proactively did some impairments.”</p><p><blockquote>“现有的一些资产已经不符合今天的计算效率要求。所以我们其实主动做了一些减值。”</blockquote></p><p> However, the core business numbers for the third quarter struggled to back up the bullish narrative. Total revenue dipped 7% year-over-year to $4.38 billion, and free cash flow turned negative as AI spending ramped up.</p><p><blockquote>然而，第三季度的核心业务数据难以支持看涨的说法。总收入同比下降7%至43.8亿美元，随着人工智能支出的增加，自由现金流转为负值。</blockquote></p><p> While CEO <strong>Robin Li</strong> insisted that “AI is driving transformative value,” Burry's analysis suggests that Baidu’s earnings history is colored by shifting accounting goalposts, leaving investors to question the true useful life of the company's assets.</p><p><blockquote>而首席执行官<strong>李彦宏</strong>伯里坚称“人工智能正在推动变革性价值”，他的分析表明，百度的盈利历史受到会计目标转变的影响，让投资者质疑该公司资产的真实使用寿命。</blockquote></p><p> <h2><strong>Baidu Outperforms Nasdaq In 2025</strong></h2> Shares of BIDU have risen 41.64% year-to-date, whereas the Nasdaq Composite and Nasdaq 100 indices have returned 16.35% and 16.82%, respectively.</p><p><blockquote><h2><strong>2025年百度将超越纳斯达克</strong></h2>百度股价今年迄今已上涨41.64%，而纳斯达克综合指数和纳斯达克100指数的回报率分别为16.35%和16.82%。</blockquote></p><p> On Tuesday, the shares closed 2.66% higher at $117.14 apiece and dropped by 2.64% overnight. The stock has gained 36.18% over the year.</p><p><blockquote>周二，该股收盘上涨2.66%，至每股117.14美元，隔夜下跌2.64%。该股年内上涨36.18%。</blockquote></p><p> BIDU maintains a weaker price trend over the short term but a strong trend in the medium and long terms, with a strong value ranking. Additional performance details, as per <strong>Benzinga’s Edge Stock Rankings</strong>, are available here.</p><p><blockquote>百度短期内价格走势较弱，中长期走势强劲，价值排名较强。其他性能详细信息，根据<strong>Benzinga的Edge股票排名</strong>，可在此处获得。</blockquote></p><p> <figure><img decoding=\"async\" height=\"154\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--1024x154.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--1024x154.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--300x45.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--768x115.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE-.png 1146w\" width=\"1024\"/></figure> The futures of the S&amp;P 500, Nasdaq 100, and Dow Jones indices were trading lower on Wednesday, after closing lower for the second consecutive day on Tuesday.</p><p><blockquote><figure></figure>标普500、纳斯达克100指数和道琼斯指数期货周三走低，周二连续第二天收低。</blockquote></p><p> <strong>Read Next:</strong></p><p><blockquote><strong>阅读下一篇：</strong></blockquote></p><p></p><p> <ul> <li><strong>‘Big Short’ Michael Burry Reaffirms His Long MOH, Short PLTR Stance Days After De-Registering Fund: ‘Peanut Butter And Bananas’ Trade</strong></li> </ul> <strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p><p><blockquote><ul><li><strong>“大空头”迈克尔·伯里(Michael Burry)在注销基金几天后重申了他的多头MOH、空头PLTR立场：“花生酱和香蕉”交易</strong></li></ul><strong><em>免责声明：</em></strong><em>该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审查和发布。</em></blockquote></p><p> <em>Photo courtesy: Tada Images on Shutterstock.com</em></p><p><blockquote><em>照片提供：Shutterstock.com上的Tada Images</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","BK4528":"SaaS概念","09888":"百度集团-SW","BIDU":"百度","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4535":"淡马锡持仓","BK1609":"ChatGPT概念","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","BK4612":"AI芯片","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK4579":"人工智能","LU0173614495.USD":"富达中国焦点A","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","USAW.SI":"AMZN 3xLongSG261006","QLD":"2倍做多纳斯达克100指数ETF-ProShares","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD",".IXIC":"NASDAQ Composite","BK4551":"寇图资本持仓","TQQQ":"纳指三倍做多ETF","BK1588":"回港中概股","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","NVIW.SI":"NVDA 3xLongSG261006","SQQQ":"纳指三倍做空ETF","BK1615":"港股-互联网","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","QID":"两倍做空纳斯达克指数ETF-ProShares","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BK4543":"AI","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK1587":"次新股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","AI":"C3.ai, Inc.","TSYW.SI":"TESLA 3xLongSG261006","BK4514":"搜索引擎","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK4602":"量子计算概念"},"source_url":"https://www.benzinga.com/markets/earnings/25/11/48942591/big-short-michael-burry-slams-baidu-for-2-2-billion-impairment-in-q3-after-50-of-2024-net-income-gain-driven-by-useful-life-tweaks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584185979","content_text":"Michael Burry, the investor famed for “The Big Short,” aimed at Baidu Inc. (NASDAQ:BIDU) following its third-quarter 2025 earnings release, highlighting a pattern of accounting maneuvers that raises doubts about the company’s financial health.\nCheck out BIDU’s stock price here.\nBaidu’s 2024 Accounting Changes Lead To Q3 Impairment?\nWhile Baidu management touted an “AI-native” transformation this week, Burry flagged that the company's profit growth in the previous year was driven by administrative estimates rather than operational success.\nBurry's critique centers on the contradiction between that 2024 “life extension” and the reality revealed in the current third-quarter 2025 report.\nBenzinga has reached out to Baidu for a comment.\nOn Tuesday, Baidu announced a massive RMB 16.2 billion ($2.2 billion) impairment charge, effectively admitting that much of its existing infrastructure is now obsolete—less than a year after claiming those same assets would last longer.\n“Took a RMB 16.2 billion impairment on RMB 30.1B net PPE (over 50%),” Burry noted, emphasizing the disconnect. He pointed out the irony of Baidu extending the useful life of servers in 2021 and 2024 to smooth earnings, only to write off half the value of its property, plant, and equipment in 2025.\nIn 2024, Baidu's net income rose over 50% largely due to a decision to extend the estimated “useful life” of its servers from five to six years. Burry highlights, this accounting tweak artificially lowered depreciation expenses and boosted the bottom line, creating the illusion of growth.\n\n\"But it's Baidu\"2021:Useful life 4->5 years for servers2024: Useful life 5->6 years for serversTook a RMB 16.2 billion impairment on RMB 30.1B net PPE. (over 50%)Had RMB 8-11 billion cap ex each of last 4 years, and Depreciation RMB 6.8 billion in 2024In 2024, net income… pic.twitter.com/VriykpzLV0— Cassandra Unchained (@michaeljburry) November 19, 2025\n\nSee Also: Baidu’s AI Cloud Takes Off, But Ad Slump Steals Spotlight\nManagement Says Q3 Impairment Is For New AI Infrastructure\nDuring the third-quarter earnings call, Baidu management defended the massive write-down as a necessary step for their AI pivot.\n“We are accelerating investments in the latest AI computing technologies without any hesitation,” said Baidu CFO Haijian He.\n“Some of the existing assets no longer meet today’s computing efficiency requirements. So we actually proactively did some impairments.”\nHowever, the core business numbers for the third quarter struggled to back up the bullish narrative. Total revenue dipped 7% year-over-year to $4.38 billion, and free cash flow turned negative as AI spending ramped up.\nWhile CEO Robin Li insisted that “AI is driving transformative value,” Burry's analysis suggests that Baidu’s earnings history is colored by shifting accounting goalposts, leaving investors to question the true useful life of the company's assets.\nBaidu Outperforms Nasdaq In 2025\nShares of BIDU have risen 41.64% year-to-date, whereas the Nasdaq Composite and Nasdaq 100 indices have returned 16.35% and 16.82%, respectively.\nOn Tuesday, the shares closed 2.66% higher at $117.14 apiece and dropped by 2.64% overnight. The stock has gained 36.18% over the year.\nBIDU maintains a weaker price trend over the short term but a strong trend in the medium and long terms, with a strong value ranking. Additional performance details, as per Benzinga’s Edge Stock Rankings, are available here.\n\nThe futures of the S&P 500, Nasdaq 100, and Dow Jones indices were trading lower on Wednesday, after closing lower for the second consecutive day on Tuesday.\nRead Next:\n\n‘Big Short’ Michael Burry Reaffirms His Long MOH, Short PLTR Stance Days After De-Registering Fund: ‘Peanut Butter And Bananas’ Trade\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: Tada Images on Shutterstock.com","news_type":1,"symbols_score_info":{"89888":0.6,"QID":0.6,".IXIC":0.65,"NVIW.SI":0.6,"09888":1.5,"BIDU":1.5,"PSQ":0.6,"QLD":0.6,"NQmain":0.6,"SQQQ":0.6,"USAW.SI":0.6,"TSYW.SI":0.6,"AI":0.86,"TQQQ":0.6,"MNQmain":0.6,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501617966121024,"gmtCreate":1763473257700,"gmtModify":1763473259890,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"title":"","htmlText":"也是失速了","listText":"也是失速了","text":"也是失速了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501617966121024","repostId":"1129036018","repostType":4,"repost":{"id":"1129036018","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":1763461923,"share":"https://www.laohu8.com/m/news/1129036018?lang=zh_CN&edition=full","pubTime":"2025-11-18 18:32","market":"us","language":"zh","title":"拼多多三季度营收1082.8亿元，调整后净利润313.8亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1129036018","media":"老虎资讯综合","summary":"去年同期993.54亿元。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/PDD\">拼多多</a> 2025年第三季度营收1082.8亿元人民币，同比增长9%，为公司近年来营收增速首次降至个位数区间。预估1,075.9亿元。</strong></p><blockquote><p>营收增长主要来自两大核心业务，但增速均不高。其中，在线营销服务及其他收入为533.5亿元，同比增长8%。交易服务收入为549.3亿元，同比增长10%。拼多多财务副总裁表示：<strong>“营收增长持续放缓，反映了竞争格局的持续演变和外部不确定性”。</strong>她同时预警，随着公司推出更多商户支持举措和生态系统投资，季度财务业绩可能会持续波动。</p></blockquote><p>第三季度归属于股东的净利润293.3亿元，同比增长17%；Non-GAAP净利润313.8亿元，同比增长14%。</p><p style=\"text-align: start;\">第三季度调整后营业利润270.8亿元人民币，同比增长1.2%，预估244.6亿元人民币。</p><p>第三季度调整后每ADS收益21.08元，预估16.86元。</p><p style=\"text-align: start;\">第三季度研发支出43.3亿元人民币，同比增长41%，预估36.4亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90b3cc0bb063095efaea0842c94de96e\" title=\"\" tg-width=\"1024\" tg-height=\"642\"/></p><p>本季度，拼多多“千亿扶持”继续加大对生态建设的投入，持续为商家减免服务费，提供流量和资源扶持。随着“千亿扶持”的重磅投入，或将持续影响拼多多未来几个季度的业绩表现。</p><p><strong>业务表现及成本开支</strong></p><p>来自在线营销服务及其他服务的营收为533.476亿元（约合74.937亿美元），与2024年同期的493.510亿元相比增长8%。</p><p style=\"text-align: start;\">来自交易服务的营收为549.289亿元（约合77.158亿美元），与2024年同期的500.034亿元相比增长10%。</p><p style=\"text-align: start;\">营收成本为468.402亿元（约合65.796亿美元），与2024年同期的397.092亿元相比增长18%。该增长主要因为履约费、带宽和服务器成本，以及支付处理费的增加。</p><p style=\"text-align: start;\">整体运营开支为364.104亿元（约合51.145亿美元），而2024年同期为353.527亿元。</p><p style=\"text-align: start;\">销售与营销开支为303.229亿元（约合42.594亿美元），而2024年同期为304.838亿元。</p><p style=\"text-align: start;\">总务与行政开支为17.553亿元（约合2.466亿美元），而2024年同期为18.056亿元。</p><p style=\"text-align: start;\">研发开支为43.322亿元（约合6.085亿美元），与2024年同期的30.634亿元相比增长41%。该增长主要是由于员工相关成本以及带宽和服务器成本增加。</p><p>拼多多盘前股价大幅震荡，一度拉升涨超3%，后快速跳水转跌。截至发稿跌幅扩大至近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32977e2219f81d69ff489d9fbdfb7117\" title=\"\" tg-width=\"1164\" tg-height=\"456\"/></p><p><strong>高管解读</strong></p><p>面对增长放缓，拼多多管理层集体传递了聚焦长期价值、承担更多社会责任和积极应对竞争的信号。董事长兼联席首席执行官陈磊在公司成立十周年之际表示：</p><blockquote><p style=\"text-align: justify;\">“展望未来，随着我们规模的扩大，我们准备承担更大的社会责任，并继续服务于更广泛的公共利益和整个电商生态系统的长远前景。”</p></blockquote><p style=\"text-align: justify;\">联席首席执行官赵佳臻表示，公司将坚持长期主义，继续投资于商户支持计划，以推动行业升级和平台的长期可持续发展。</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>拼多多三季度营收1082.8亿元，调整后净利润313.8亿元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多三季度营收1082.8亿元，调整后净利润313.8亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-18 18:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/PDD\">拼多多</a> 2025年第三季度营收1082.8亿元人民币，同比增长9%，为公司近年来营收增速首次降至个位数区间。预估1,075.9亿元。</strong></p><blockquote><p>营收增长主要来自两大核心业务，但增速均不高。其中，在线营销服务及其他收入为533.5亿元，同比增长8%。交易服务收入为549.3亿元，同比增长10%。拼多多财务副总裁表示：<strong>“营收增长持续放缓，反映了竞争格局的持续演变和外部不确定性”。</strong>她同时预警，随着公司推出更多商户支持举措和生态系统投资，季度财务业绩可能会持续波动。</p></blockquote><p>第三季度归属于股东的净利润293.3亿元，同比增长17%；Non-GAAP净利润313.8亿元，同比增长14%。</p><p style=\"text-align: start;\">第三季度调整后营业利润270.8亿元人民币，同比增长1.2%，预估244.6亿元人民币。</p><p>第三季度调整后每ADS收益21.08元，预估16.86元。</p><p style=\"text-align: start;\">第三季度研发支出43.3亿元人民币，同比增长41%，预估36.4亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90b3cc0bb063095efaea0842c94de96e\" title=\"\" tg-width=\"1024\" tg-height=\"642\"/></p><p>本季度，拼多多“千亿扶持”继续加大对生态建设的投入，持续为商家减免服务费，提供流量和资源扶持。随着“千亿扶持”的重磅投入，或将持续影响拼多多未来几个季度的业绩表现。</p><p><strong>业务表现及成本开支</strong></p><p>来自在线营销服务及其他服务的营收为533.476亿元（约合74.937亿美元），与2024年同期的493.510亿元相比增长8%。</p><p style=\"text-align: start;\">来自交易服务的营收为549.289亿元（约合77.158亿美元），与2024年同期的500.034亿元相比增长10%。</p><p style=\"text-align: start;\">营收成本为468.402亿元（约合65.796亿美元），与2024年同期的397.092亿元相比增长18%。该增长主要因为履约费、带宽和服务器成本，以及支付处理费的增加。</p><p style=\"text-align: start;\">整体运营开支为364.104亿元（约合51.145亿美元），而2024年同期为353.527亿元。</p><p style=\"text-align: start;\">销售与营销开支为303.229亿元（约合42.594亿美元），而2024年同期为304.838亿元。</p><p style=\"text-align: start;\">总务与行政开支为17.553亿元（约合2.466亿美元），而2024年同期为18.056亿元。</p><p style=\"text-align: start;\">研发开支为43.322亿元（约合6.085亿美元），与2024年同期的30.634亿元相比增长41%。该增长主要是由于员工相关成本以及带宽和服务器成本增加。</p><p>拼多多盘前股价大幅震荡，一度拉升涨超3%，后快速跳水转跌。截至发稿跌幅扩大至近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32977e2219f81d69ff489d9fbdfb7117\" title=\"\" tg-width=\"1164\" tg-height=\"456\"/></p><p><strong>高管解读</strong></p><p>面对增长放缓，拼多多管理层集体传递了聚焦长期价值、承担更多社会责任和积极应对竞争的信号。董事长兼联席首席执行官陈磊在公司成立十周年之际表示：</p><blockquote><p style=\"text-align: justify;\">“展望未来，随着我们规模的扩大，我们准备承担更大的社会责任，并继续服务于更广泛的公共利益和整个电商生态系统的长远前景。”</p></blockquote><p style=\"text-align: justify;\">联席首席执行官赵佳臻表示，公司将坚持长期主义，继续投资于商户支持计划，以推动行业升级和平台的长期可持续发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129036018","content_text":"拼多多 2025年第三季度营收1082.8亿元人民币，同比增长9%，为公司近年来营收增速首次降至个位数区间。预估1,075.9亿元。营收增长主要来自两大核心业务，但增速均不高。其中，在线营销服务及其他收入为533.5亿元，同比增长8%。交易服务收入为549.3亿元，同比增长10%。拼多多财务副总裁表示：“营收增长持续放缓，反映了竞争格局的持续演变和外部不确定性”。她同时预警，随着公司推出更多商户支持举措和生态系统投资，季度财务业绩可能会持续波动。第三季度归属于股东的净利润293.3亿元，同比增长17%；Non-GAAP净利润313.8亿元，同比增长14%。第三季度调整后营业利润270.8亿元人民币，同比增长1.2%，预估244.6亿元人民币。第三季度调整后每ADS收益21.08元，预估16.86元。第三季度研发支出43.3亿元人民币，同比增长41%，预估36.4亿元人民币。本季度，拼多多“千亿扶持”继续加大对生态建设的投入，持续为商家减免服务费，提供流量和资源扶持。随着“千亿扶持”的重磅投入，或将持续影响拼多多未来几个季度的业绩表现。业务表现及成本开支来自在线营销服务及其他服务的营收为533.476亿元（约合74.937亿美元），与2024年同期的493.510亿元相比增长8%。来自交易服务的营收为549.289亿元（约合77.158亿美元），与2024年同期的500.034亿元相比增长10%。营收成本为468.402亿元（约合65.796亿美元），与2024年同期的397.092亿元相比增长18%。该增长主要因为履约费、带宽和服务器成本，以及支付处理费的增加。整体运营开支为364.104亿元（约合51.145亿美元），而2024年同期为353.527亿元。销售与营销开支为303.229亿元（约合42.594亿美元），而2024年同期为304.838亿元。总务与行政开支为17.553亿元（约合2.466亿美元），而2024年同期为18.056亿元。研发开支为43.322亿元（约合6.085亿美元），与2024年同期的30.634亿元相比增长41%。该增长主要是由于员工相关成本以及带宽和服务器成本增加。拼多多盘前股价大幅震荡，一度拉升涨超3%，后快速跳水转跌。截至发稿跌幅扩大至近4%。高管解读面对增长放缓，拼多多管理层集体传递了聚焦长期价值、承担更多社会责任和积极应对竞争的信号。董事长兼联席首席执行官陈磊在公司成立十周年之际表示：“展望未来，随着我们规模的扩大，我们准备承担更大的社会责任，并继续服务于更广泛的公共利益和整个电商生态系统的长远前景。”联席首席执行官赵佳臻表示，公司将坚持长期主义，继续投资于商户支持计划，以推动行业升级和平台的长期可持续发展。","news_type":1,"symbols_score_info":{"PDD":2}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501344034583240,"gmtCreate":1763428320051,"gmtModify":1763428332058,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a>&nbsp; 这是谁的部将，这么着急出售","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a>&nbsp; 这是谁的部将，这么着急出售","text":"$百度集团-SW(09888)$ 这是谁的部将，这么着急出售","images":[{"img":"https://static.tigerbbs.com/fcc70129cacb5b2d9c8fd719e51752d9","width":"1080","height":"2812"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501344034583240","isVote":1,"tweetType":1,"viewCount":16383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":496752917971496,"gmtCreate":1762300730050,"gmtModify":1762300732279,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"title":"","htmlText":"低估了CUDA的统治力","listText":"低估了CUDA的统治力","text":"低估了CUDA的统治力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496752917971496","repostId":"1108664709","repostType":4,"repost":{"id":"1108664709","kind":"news","pubTimestamp":1762296305,"share":"https://www.laohu8.com/m/news/1108664709?lang=zh_CN&edition=full","pubTime":"2025-11-05 06:45","market":"us","language":"zh","title":"AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1108664709","media":"华尔街见闻","summary":"AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。营收指引未能打动投资者近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。","content":"<html><head></head><body><blockquote><p>AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2add249290dd0105b9e558640f0a5a31\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。</p><p style=\"text-align: justify;\">以下是AMD第三季度财报要点：</p><p style=\"text-align: justify;\"><strong>主要财务数据：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收：</strong>AMD第三季度营收为92.46亿美元，去年同期为68.19亿美元，同比增长36%，高于分析师预期的87.4亿美元。</p><p style=\"text-align: justify;\"><strong>毛利：</strong>AMD第三季度毛利为47.80亿美元，去年同期为34.19亿美元，同比增长40%；毛利率为52%，较去年同期提升2个百分点。</p><p style=\"text-align: justify;\"><strong>运营利润：</strong>AMD第三季度运营利润为12.70亿美元，去年同期为7.24亿美元，同比增长75%；</p><p style=\"text-align: justify;\"><strong>净利润：</strong>AMD第三季度净利润为12.43亿美元，去年同期为7.71亿美元，同比增长61%。</p><p style=\"text-align: justify;\"><strong>每股收益：</strong>AMD第三季度每股收益为0.75美元，去年同期为0.47美元。非GAAP口径下每股收益为1.20美元，去年同期为0.92美元，同比增长30%，高于分析师预期的1.17美元。</p><p style=\"text-align: justify;\"><strong>资本开支：</strong>AMD第三季度三季度资本开支2.58亿美元，高于预期的2.197亿美元。</p></blockquote><p style=\"text-align: justify;\"><strong>分业务数据：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>数据中心业务：</strong>数据中心业务部门营收为43亿美元，同比增长22%，超过分析师预期的41.4亿美元。主要受第五代AMD EPYC™处理器和AMD Instinct MI350系列GPU的强劲需求带动。</p><p style=\"text-align: justify;\"><strong>客户与游戏业务：</strong>客户端与游戏业务部门营收为40亿美元，同比增长73%，超过分析师预期的26亿美元。</p><ul style=\"\"><li><p>客户端业务营收创下28亿美元的新纪录，同比增长46%，主要受Ryzen™处理器创纪录销量和产品组合优化带动，高于分析师预期的26亿美元。</p></li><li><p>游戏业务营收为13亿美元，同比增长181%，得益于半定制业务收入提升以及对Radeon™游戏GPU的强劲需求，高于分析师预期的11亿美元。</p></li></ul><p style=\"text-align: justify;\"><strong>嵌入式业务：</strong>嵌入式业务部门营收为8.57亿美元，同比下降8%。</p></blockquote><p style=\"text-align: justify;\"><strong>第四季度业绩指引：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收：</strong>AMD预计营收约为93亿-99亿美元，分析师平均预期92.1亿美元。以该营收区间的中值计算，同比增长约25%，环比增长约4%。</p><p style=\"text-align: justify;\"><strong>毛利率：</strong>非GAAP口径的毛利率预计约为54.5%，与分析师预期持平。</p></blockquote><h2 id=\"id_560136813\">营收指引未能打动投资者</h2><p style=\"text-align: justify;\">近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。<strong>媒体称，作为人工智能芯片市场上唯一能与英伟达（Nvidia）抗衡的主要竞争者，AMD在今年股价暴涨、市场预期大幅升温之后，公布的营收展望未能打动投资者。</strong></p><p style=\"text-align: justify;\">AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。虽然分析师平均预估为92亿美元，但部分最高预期曾达到99亿美元。</p><p style=\"text-align: justify;\">在与OpenAI和甲骨文（Oracle）达成重磅合作协议后，投资者大举押注AMD。这两家公司计划在建设人工智能算力体系中使用AMD芯片。市场希望AMD能借此撼动英伟达在AI处理器市场上的长期主导地位。</p><p style=\"text-align: justify;\">不过，媒体表示，周三公布的业绩展望显示，AMD兑现市场期待的速度可能会比部分投资者预想的更慢。</p><p style=\"text-align: justify;\">财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8188934aba59ee33d9b438c1377d678e\" title=\"\" tg-width=\"910\" tg-height=\"567\"/></p><p style=\"text-align: justify;\">在声明中，首席执行官苏姿丰（Lisa Su）表示，随着AMD希望借助AI推动营收和盈利增长，这份成绩单标志着“我们的增长轨迹正在明显提升”。</p><blockquote><p style=\"text-align: justify;\">“我们交出了一份非常亮眼的季度成绩单，创纪录的营收和盈利反映出市场对我们高性能EPYC和Ryzen处理器以及Instinct AI加速器的广泛需求。我们第三季度的创纪录表现和强劲的第四季度业绩指引，清晰表明我们的增长正在加速，随着我们计算业务的扩大与数据中心AI业务的快速增长，将带来显著的营收和盈利提升。”</p></blockquote><h2 id=\"id_4074734925\">近期达成多项协议</h2><p style=\"text-align: justify;\">AMD近期与OpenAI、甲骨文及美国能源部（US Department of Energy）达成的合作协议，反映出市场对其MI系列AI加速器兴趣显著上升。这类产品正面竞争英伟达芯片，被用于数据中心创建和运行AI服务。</p><p style=\"text-align: justify;\">上个月，AMD与OpenAI签署协议，将向其提供最多6吉瓦（GW）的GPU算力，用于其AI数据中心。作为交换，OpenAI同意购买最多1.6亿股AMD股票，约占公司10%的股份。该数据中心使用的是AMD最新一代MI450处理器，该产品预计将于明年发布。</p><p style=\"text-align: justify;\">而根据与甲骨文的协议，AMD将向其云数据中心部署最多5万颗GPU。</p><p style=\"text-align: justify;\">AMD亦是PC和服务器领域最大的图形芯片和中央处理器供应商之一。上月，竞争对手英特尔（Intel）曾表示，市场对新一代支持AI的笔记本电脑和企业服务器需求强劲。AMD在这些关键领域正持续蚕食这位长期对手的市场份额。</p><p style=\"text-align: justify;\">此外，AMD还为美国能源部在橡树岭国家实验室（Oak Ridge National Laboratory）建设的两台超级计算机提供芯片。这两套系统建成后预计将代表10亿美元的公共与私人投资。</p><p style=\"text-align: justify;\">但AMD仍落后于英伟达，后者掌控了大部分AI市场，市值近期突破5万亿美元。相比之下，AMD的市值约为4180亿美元。</p><h2 id=\"id_2669049461\">分析师：对英伟达的替代需求仍在</h2><p style=\"text-align: justify;\">摩根士丹利分析师Joseph Moore在研报中写道，AMD的MI450芯片和机架级产品将是公司未来增长战略的重要组成部分。</p><p style=\"text-align: justify;\">Moore在AMD公告发布前曾表示：</p><blockquote><p style=\"text-align: justify;\">“AMD计划明年开始交付的机架级解决方案至关重要，我们很期待公司会取得怎样的成果。”</p><p style=\"text-align: justify;\">“现在判断市场份额还为时过早，虽然与OpenAI的协议显然具有加速作用，但要通过云厂商推动这6吉瓦算力落地仍存在一定不确定性。最终，要实现市场份额提升，公司需要提供比英伟达更高的投资回报率，而客户仍对此提出疑问，因为AMD在机架密度方面较低，同时生态系统问题仍待解决。”</p></blockquote><p style=\"text-align: justify;\">D.A. Davidson分析师Gil Luria表示：</p><blockquote><p style=\"text-align: justify;\">“我认为AMD正处在潜在拐点的前夕，但这取决于他们后续在运营端的执行能力，以及能否推出在规模化场景下保持高良率和高性能的芯片。<strong>如果他们能做到，订单就在那儿，市场对英伟达替代方案的需求很强。”</strong></p></blockquote><p style=\"text-align: justify;\">另一方面，作为AMD的重要云客户之一，亚马逊（Amazon）在周二提交的文件中披露，截至9月30日已出售其持有的全部822,234股AMD股票。亚马逊是在第一季度期间建立该头寸的。</p></body></html>","source":"lsy1700700604709","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>AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 06:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3758680><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。以下是AMD第三季度财报要点：主要财务数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758680\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3758680","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108664709","content_text":"AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。以下是AMD第三季度财报要点：主要财务数据：营收：AMD第三季度营收为92.46亿美元，去年同期为68.19亿美元，同比增长36%，高于分析师预期的87.4亿美元。毛利：AMD第三季度毛利为47.80亿美元，去年同期为34.19亿美元，同比增长40%；毛利率为52%，较去年同期提升2个百分点。运营利润：AMD第三季度运营利润为12.70亿美元，去年同期为7.24亿美元，同比增长75%；净利润：AMD第三季度净利润为12.43亿美元，去年同期为7.71亿美元，同比增长61%。每股收益：AMD第三季度每股收益为0.75美元，去年同期为0.47美元。非GAAP口径下每股收益为1.20美元，去年同期为0.92美元，同比增长30%，高于分析师预期的1.17美元。资本开支：AMD第三季度三季度资本开支2.58亿美元，高于预期的2.197亿美元。分业务数据：数据中心业务：数据中心业务部门营收为43亿美元，同比增长22%，超过分析师预期的41.4亿美元。主要受第五代AMD EPYC™处理器和AMD Instinct MI350系列GPU的强劲需求带动。客户与游戏业务：客户端与游戏业务部门营收为40亿美元，同比增长73%，超过分析师预期的26亿美元。客户端业务营收创下28亿美元的新纪录，同比增长46%，主要受Ryzen™处理器创纪录销量和产品组合优化带动，高于分析师预期的26亿美元。游戏业务营收为13亿美元，同比增长181%，得益于半定制业务收入提升以及对Radeon™游戏GPU的强劲需求，高于分析师预期的11亿美元。嵌入式业务：嵌入式业务部门营收为8.57亿美元，同比下降8%。第四季度业绩指引：营收：AMD预计营收约为93亿-99亿美元，分析师平均预期92.1亿美元。以该营收区间的中值计算，同比增长约25%，环比增长约4%。毛利率：非GAAP口径的毛利率预计约为54.5%，与分析师预期持平。营收指引未能打动投资者近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。媒体称，作为人工智能芯片市场上唯一能与英伟达（Nvidia）抗衡的主要竞争者，AMD在今年股价暴涨、市场预期大幅升温之后，公布的营收展望未能打动投资者。AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。虽然分析师平均预估为92亿美元，但部分最高预期曾达到99亿美元。在与OpenAI和甲骨文（Oracle）达成重磅合作协议后，投资者大举押注AMD。这两家公司计划在建设人工智能算力体系中使用AMD芯片。市场希望AMD能借此撼动英伟达在AI处理器市场上的长期主导地位。不过，媒体表示，周三公布的业绩展望显示，AMD兑现市场期待的速度可能会比部分投资者预想的更慢。财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。在声明中，首席执行官苏姿丰（Lisa Su）表示，随着AMD希望借助AI推动营收和盈利增长，这份成绩单标志着“我们的增长轨迹正在明显提升”。“我们交出了一份非常亮眼的季度成绩单，创纪录的营收和盈利反映出市场对我们高性能EPYC和Ryzen处理器以及Instinct AI加速器的广泛需求。我们第三季度的创纪录表现和强劲的第四季度业绩指引，清晰表明我们的增长正在加速，随着我们计算业务的扩大与数据中心AI业务的快速增长，将带来显著的营收和盈利提升。”近期达成多项协议AMD近期与OpenAI、甲骨文及美国能源部（US Department of Energy）达成的合作协议，反映出市场对其MI系列AI加速器兴趣显著上升。这类产品正面竞争英伟达芯片，被用于数据中心创建和运行AI服务。上个月，AMD与OpenAI签署协议，将向其提供最多6吉瓦（GW）的GPU算力，用于其AI数据中心。作为交换，OpenAI同意购买最多1.6亿股AMD股票，约占公司10%的股份。该数据中心使用的是AMD最新一代MI450处理器，该产品预计将于明年发布。而根据与甲骨文的协议，AMD将向其云数据中心部署最多5万颗GPU。AMD亦是PC和服务器领域最大的图形芯片和中央处理器供应商之一。上月，竞争对手英特尔（Intel）曾表示，市场对新一代支持AI的笔记本电脑和企业服务器需求强劲。AMD在这些关键领域正持续蚕食这位长期对手的市场份额。此外，AMD还为美国能源部在橡树岭国家实验室（Oak Ridge National Laboratory）建设的两台超级计算机提供芯片。这两套系统建成后预计将代表10亿美元的公共与私人投资。但AMD仍落后于英伟达，后者掌控了大部分AI市场，市值近期突破5万亿美元。相比之下，AMD的市值约为4180亿美元。分析师：对英伟达的替代需求仍在摩根士丹利分析师Joseph Moore在研报中写道，AMD的MI450芯片和机架级产品将是公司未来增长战略的重要组成部分。Moore在AMD公告发布前曾表示：“AMD计划明年开始交付的机架级解决方案至关重要，我们很期待公司会取得怎样的成果。”“现在判断市场份额还为时过早，虽然与OpenAI的协议显然具有加速作用，但要通过云厂商推动这6吉瓦算力落地仍存在一定不确定性。最终，要实现市场份额提升，公司需要提供比英伟达更高的投资回报率，而客户仍对此提出疑问，因为AMD在机架密度方面较低，同时生态系统问题仍待解决。”D.A. Davidson分析师Gil Luria表示：“我认为AMD正处在潜在拐点的前夕，但这取决于他们后续在运营端的执行能力，以及能否推出在规模化场景下保持高良率和高性能的芯片。如果他们能做到，订单就在那儿，市场对英伟达替代方案的需求很强。”另一方面，作为AMD的重要云客户之一，亚马逊（Amazon）在周二提交的文件中披露，截至9月30日已出售其持有的全部822,234股AMD股票。亚马逊是在第一季度期间建立该头寸的。","news_type":1,"symbols_score_info":{"AMD":2}},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490431238430768,"gmtCreate":1760761604157,"gmtModify":1760765363769,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"htmlText":"逝者安息","listText":"逝者安息","text":"逝者安息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490431238430768","repostId":"1156287093","repostType":2,"repost":{"id":"1156287093","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":1760761207,"share":"https://www.laohu8.com/m/news/1156287093?lang=zh_CN&edition=full","pubTime":"2025-10-18 12:20","market":"us","language":"zh","title":"著名物理学家、诺贝尔物理学奖得主杨振宁逝世","url":"https://stock-news.laohu8.com/highlight/detail?id=1156287093","media":"老虎资讯综合","summary":"享誉世界的物理学家、诺贝尔物理学奖获得者，中国科学院院士，清华大学教授、清华大学高等研究院名誉院长杨振宁先生，因病于2025年10月18日在北京逝世，享年103岁。（新华社）","content":"<html><head></head><body><p>10月18日，据新华社，享誉世界的物理学家、诺贝尔物理学奖获得者，中国科学院院士，清华大学教授、清华大学高等研究院名誉院长杨振宁先生，因病于2025年10月18日在北京逝世，享年103岁。</p><p>杨振宁1922年出生于安徽合肥，上世纪40年代赴美留学任教，1957年获诺贝尔物理学奖。他与米尔斯提出的杨－米尔斯规范场论，是20世纪物理学最为重要的成就之一。回国20多年来，杨振宁在清华大学任教，在培养和延揽人才、促进中外学术交流等方面作出重要贡献。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed715b2f236ddcdbfedd838a533f7a4\" title=\"\" tg-width=\"1000\" tg-height=\"1212\"/></p><p>杨振宁先生1922年出生于安徽合肥，1929年随父母来到清华园。1938年考入西南联合大学，1942年入清华大学研究院，1944年获理学硕士学位，1945年作为清华大学留美公费生赴美留学，就读于芝加哥大学，1948年获博士学位后留校工作。1949年加入普林斯顿高等研究院，1952年任永久研究员，1955年任教授。1966年任纽约州立大学石溪分校爱因斯坦讲座教授，创立理论物理研究所（现名为杨振宁理论物理研究所），并在该研究所工作至1999年。1986年起应邀担任香港中文大学博文讲座教授。1997年起任新成立的清华大学高等研究中心（现名为高等研究院）名誉主任，1999年起任清华大学教授。</p><p>杨振宁先生是20世纪最伟大的物理学家之一，为现代物理学的发展作出卓越贡献。他与米尔斯提出的“杨-米尔斯规范场论”奠定了后来粒子物理标准模型的基础，被认为是现代物理学的基石之一，是与麦克斯韦方程和爱因斯坦广义相对论相媲美的最重要的基础物理理论之一。他与李政道合作提出弱相互作用中宇称不守恒的革命性思想，并获得1957年诺贝尔物理学奖，共同成为最早获得诺贝尔奖的中国人。他发现了一维量子多体问题的关键方程式“杨-巴克斯特方程”，开辟了统计物理和量子群等物理和数学研究的新方向。他在粒子物理、场论、统计物理和凝聚态物理等物理学多个领域取得的诸多成就，对这些领域的发展产生深远影响。他是十余个国家和地区科学院的外籍院士，获颁国内外二十余所知名大学的名誉博士学位，还获得了美国国家科学奖章、富兰克林奖章、昂萨格奖、费萨尔国王国际科学奖、中国国际科技合作奖、求是终身成就奖等众多荣誉。</p><p>杨振宁先生毕生心系家国，为祖国的科教事业作出了杰出贡献。1971年他首次回新中国访问，掀起大批华裔学者访华热潮，被誉为架设中美学术交流桥梁第一人，后又向中央领导同志提议恢复和加强基础科学研究。他亲自募集资金设立“对华教育交流委员会”，持续资助中国学者近百人到美国进修，这些学者成为后来中国科技发展的中坚力量。他为促进国内科技交流和进步做了大量工作，为中国重大科学工程和科教政策制定建言献策、发挥了重要影响。回到清华之后，他把高等研究院的发展作为自己的新事业，为清华大学物理学等基础学科的发展和学校人才培养事业倾注了大量心血、作出了极大贡献，对中国高等教育的改革发展产生了重要影响。</p><p>杨振宁先生的一生，是探索未知的不朽传奇，是心怀家国的永恒回响。“宁拙毋巧，宁朴毋华”是他的治学态度，也是他的人生态度。正如他钟爱的诗句“文章千古事，得失寸心知”，杨振宁先生的百年人生是一部闪耀在人类群星中的千古篇章。</p><p>杨振宁先生永垂不朽！</p></body></html>","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著名物理学家、诺贝尔物理学奖得主杨振宁逝世\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-18 12:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月18日，据新华社，享誉世界的物理学家、诺贝尔物理学奖获得者，中国科学院院士，清华大学教授、清华大学高等研究院名誉院长杨振宁先生，因病于2025年10月18日在北京逝世，享年103岁。</p><p>杨振宁1922年出生于安徽合肥，上世纪40年代赴美留学任教，1957年获诺贝尔物理学奖。他与米尔斯提出的杨－米尔斯规范场论，是20世纪物理学最为重要的成就之一。回国20多年来，杨振宁在清华大学任教，在培养和延揽人才、促进中外学术交流等方面作出重要贡献。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed715b2f236ddcdbfedd838a533f7a4\" title=\"\" tg-width=\"1000\" tg-height=\"1212\"/></p><p>杨振宁先生1922年出生于安徽合肥，1929年随父母来到清华园。1938年考入西南联合大学，1942年入清华大学研究院，1944年获理学硕士学位，1945年作为清华大学留美公费生赴美留学，就读于芝加哥大学，1948年获博士学位后留校工作。1949年加入普林斯顿高等研究院，1952年任永久研究员，1955年任教授。1966年任纽约州立大学石溪分校爱因斯坦讲座教授，创立理论物理研究所（现名为杨振宁理论物理研究所），并在该研究所工作至1999年。1986年起应邀担任香港中文大学博文讲座教授。1997年起任新成立的清华大学高等研究中心（现名为高等研究院）名誉主任，1999年起任清华大学教授。</p><p>杨振宁先生是20世纪最伟大的物理学家之一，为现代物理学的发展作出卓越贡献。他与米尔斯提出的“杨-米尔斯规范场论”奠定了后来粒子物理标准模型的基础，被认为是现代物理学的基石之一，是与麦克斯韦方程和爱因斯坦广义相对论相媲美的最重要的基础物理理论之一。他与李政道合作提出弱相互作用中宇称不守恒的革命性思想，并获得1957年诺贝尔物理学奖，共同成为最早获得诺贝尔奖的中国人。他发现了一维量子多体问题的关键方程式“杨-巴克斯特方程”，开辟了统计物理和量子群等物理和数学研究的新方向。他在粒子物理、场论、统计物理和凝聚态物理等物理学多个领域取得的诸多成就，对这些领域的发展产生深远影响。他是十余个国家和地区科学院的外籍院士，获颁国内外二十余所知名大学的名誉博士学位，还获得了美国国家科学奖章、富兰克林奖章、昂萨格奖、费萨尔国王国际科学奖、中国国际科技合作奖、求是终身成就奖等众多荣誉。</p><p>杨振宁先生毕生心系家国，为祖国的科教事业作出了杰出贡献。1971年他首次回新中国访问，掀起大批华裔学者访华热潮，被誉为架设中美学术交流桥梁第一人，后又向中央领导同志提议恢复和加强基础科学研究。他亲自募集资金设立“对华教育交流委员会”，持续资助中国学者近百人到美国进修，这些学者成为后来中国科技发展的中坚力量。他为促进国内科技交流和进步做了大量工作，为中国重大科学工程和科教政策制定建言献策、发挥了重要影响。回到清华之后，他把高等研究院的发展作为自己的新事业，为清华大学物理学等基础学科的发展和学校人才培养事业倾注了大量心血、作出了极大贡献，对中国高等教育的改革发展产生了重要影响。</p><p>杨振宁先生的一生，是探索未知的不朽传奇，是心怀家国的永恒回响。“宁拙毋巧，宁朴毋华”是他的治学态度，也是他的人生态度。正如他钟爱的诗句“文章千古事，得失寸心知”，杨振宁先生的百年人生是一部闪耀在人类群星中的千古篇章。</p><p>杨振宁先生永垂不朽！</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ffbce7608b45a1e57f882c86586df57","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156287093","content_text":"10月18日，据新华社，享誉世界的物理学家、诺贝尔物理学奖获得者，中国科学院院士，清华大学教授、清华大学高等研究院名誉院长杨振宁先生，因病于2025年10月18日在北京逝世，享年103岁。杨振宁1922年出生于安徽合肥，上世纪40年代赴美留学任教，1957年获诺贝尔物理学奖。他与米尔斯提出的杨－米尔斯规范场论，是20世纪物理学最为重要的成就之一。回国20多年来，杨振宁在清华大学任教，在培养和延揽人才、促进中外学术交流等方面作出重要贡献。杨振宁先生1922年出生于安徽合肥，1929年随父母来到清华园。1938年考入西南联合大学，1942年入清华大学研究院，1944年获理学硕士学位，1945年作为清华大学留美公费生赴美留学，就读于芝加哥大学，1948年获博士学位后留校工作。1949年加入普林斯顿高等研究院，1952年任永久研究员，1955年任教授。1966年任纽约州立大学石溪分校爱因斯坦讲座教授，创立理论物理研究所（现名为杨振宁理论物理研究所），并在该研究所工作至1999年。1986年起应邀担任香港中文大学博文讲座教授。1997年起任新成立的清华大学高等研究中心（现名为高等研究院）名誉主任，1999年起任清华大学教授。杨振宁先生是20世纪最伟大的物理学家之一，为现代物理学的发展作出卓越贡献。他与米尔斯提出的“杨-米尔斯规范场论”奠定了后来粒子物理标准模型的基础，被认为是现代物理学的基石之一，是与麦克斯韦方程和爱因斯坦广义相对论相媲美的最重要的基础物理理论之一。他与李政道合作提出弱相互作用中宇称不守恒的革命性思想，并获得1957年诺贝尔物理学奖，共同成为最早获得诺贝尔奖的中国人。他发现了一维量子多体问题的关键方程式“杨-巴克斯特方程”，开辟了统计物理和量子群等物理和数学研究的新方向。他在粒子物理、场论、统计物理和凝聚态物理等物理学多个领域取得的诸多成就，对这些领域的发展产生深远影响。他是十余个国家和地区科学院的外籍院士，获颁国内外二十余所知名大学的名誉博士学位，还获得了美国国家科学奖章、富兰克林奖章、昂萨格奖、费萨尔国王国际科学奖、中国国际科技合作奖、求是终身成就奖等众多荣誉。杨振宁先生毕生心系家国，为祖国的科教事业作出了杰出贡献。1971年他首次回新中国访问，掀起大批华裔学者访华热潮，被誉为架设中美学术交流桥梁第一人，后又向中央领导同志提议恢复和加强基础科学研究。他亲自募集资金设立“对华教育交流委员会”，持续资助中国学者近百人到美国进修，这些学者成为后来中国科技发展的中坚力量。他为促进国内科技交流和进步做了大量工作，为中国重大科学工程和科教政策制定建言献策、发挥了重要影响。回到清华之后，他把高等研究院的发展作为自己的新事业，为清华大学物理学等基础学科的发展和学校人才培养事业倾注了大量心血、作出了极大贡献，对中国高等教育的改革发展产生了重要影响。杨振宁先生的一生，是探索未知的不朽传奇，是心怀家国的永恒回响。“宁拙毋巧，宁朴毋华”是他的治学态度，也是他的人生态度。正如他钟爱的诗句“文章千古事，得失寸心知”，杨振宁先生的百年人生是一部闪耀在人类群星中的千古篇章。杨振宁先生永垂不朽！","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490189423280232,"gmtCreate":1760702627093,"gmtModify":1760706532532,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"htmlText":"924新政牛市记录 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都在犹豫，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469990610690168","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467051666539064,"gmtCreate":1755042855851,"gmtModify":1755042857411,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"htmlText":"[可爱]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"[可爱]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"[可爱] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467051666539064","repostId":"2559627866","repostType":2,"repost":{"id":"2559627866","kind":"live","pubTimestamp":1755036000,"share":"https://www.laohu8.com/m/news/2559627866?lang=zh_CN&edition=full","pubTime":"2025-08-13 06:00","market":"sh","language":"zh","title":"突然出手！Perplexity AI报价345亿美元现金收购谷歌(GOOGL.US,GOOG.US)Chrome 欲借浏览器用户切入AI搜索赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2559627866","media":"智通财经","summary":"【突然出手！Perplexity AI报价345亿美元现金收购谷歌(GOOGL.US,GOOG.US)Chrome 欲借浏览器用户切入AI搜索赛道】智通财经APP获悉，人工智能初创公司Perplexi","content":"<html><body><div>\n<div>\n<b>【突然出手！Perplexity AI报价345亿美元现金收购谷歌(GOOGL.US,GOOG.US)Chrome 欲借浏览器用户切入AI搜索赛道】</b>智通财经APP获悉，人工智能初创公司Perplexity AI周二宣布，以345亿美元全现金形式向Alphabet(GOOGL.US,GOOG.US)旗下Chrome浏览器发出未经邀请的收购要约，报价远高于Perplexity AI自身估值，显示该公司意在借助Chrome数十亿用户，在AI搜索竞争中抢占先机。                </div>\n</div></body></html>","source":"live_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>突然出手！Perplexity AI报价345亿美元现金收购谷歌(GOOGL.US,GOOG.US)Chrome 欲借浏览器用户切入AI搜索赛道</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 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meta&nbsp; reddit&nbsp; app","listText":"广告股 meta&nbsp; reddit&nbsp; app","text":"广告股 meta reddit app","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463815754797312","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462945648390656,"gmtCreate":1754029223892,"gmtModify":1754029225716,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559984961569694","authorIdStr":"3559984961569694"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462945648390656","repostId":"2555882998","repostType":2,"repost":{"id":"2555882998","kind":"news","pubTimestamp":1753957919,"share":"https://www.laohu8.com/m/news/2555882998?lang=zh_CN&edition=full","pubTime":"2025-07-31 18:31","market":"us","language":"zh","title":"世界500强企业出炉 比亚迪首超特斯拉, 最赚钱企业又是谁？","url":"https://stock-news.laohu8.com/highlight/detail?id=2555882998","media":"第一财经广播","summary":"近日，《财富》杂志网站公布了最新的《财富》世界500强排行榜。今年共有130家中国公司位列《财富》世界500强，其2024年营收总额约为10.7万亿美元。上榜的企业中有10家中国汽车及汽车零部件企业。最赚钱50家公司，药企占三家这次上榜的药械企业分别是默沙东、诺和诺德、强生。500强名单中的制药企业，有一家中国企业入围，为广州医药集团有限公司，该企业已连续三年入选500强制药分行业榜单。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250731190756036v1633smdjejnnwu\"/><p>近日，《财富》杂志网站公布了最新的《财富》世界500强排行榜。今年上榜企业的营收总和约为41.7万亿美元，超过全球GDP的三分之一，较去年增长了约1.8%。</p><p>根据最新公布的《财富》世界500强排行榜，此次上榜门槛从321亿美元增长至322亿美元。</p><p>今年共有130家中国公司位列《财富》世界500强，其2024年营收总额约为10.7万亿美元。上榜的企业中有10家中国汽车及汽车零部件企业。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250731190757809v1639bx775bi3x2\"/><p>广东省深圳市坪山区<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>汽车总部航拍</p><p><a href=\"https://laohu8.com/S/002594\">比亚迪</a>的排位比去年大幅提升52位，位居第91位，首次进入前100强，且在排位上首次超越了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。后者营收微增1%，排名从110上升到了106位。</p><p><a href=\"https://laohu8.com/S/01211\">比亚迪</a>去年的营收和利润分别上升了26.9%和31.8%，是中国车企中唯一进入世界前100强的公司。奇瑞公司排位大幅跃升了152，位居第233名；<a href=\"https://laohu8.com/S/00175\">吉利</a>公司的排名提升了30位，从185位上升到155位。</p><p><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>继续位居第一 </p><p>本次上榜公司的<span>资产</span>总额和净资产总额均达到自《财富》世界500强排行榜创立以来的最高值。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250731190758524v163iu72lo9tu5b\"/><p>沃尔玛以近6810亿美元的营收额连续第十二年成为全球最大公司，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>以约6380亿美元的营收额位居第二。中国国家电网、沙特阿美和<a href=\"https://laohu8.com/S/601857\">中国石油</a>位列第三至第五位。</p><p>沃尔玛公布截至2025年4月30日的第一财季业绩显示，季度总营收1656亿美元，上年同期为1615亿美元，同比增长2.5%。其中，净销售额1640亿美元，会员费和其他收入16.28亿美元。季度<span>营业利润</span>71.35亿美元，上年同期为68.41亿美元，同比增长4.3%。</p><p><a href=\"https://laohu8.com/S/0NPH.UK\">家乐福</a>排名第113位、乐购排名第129位、麦德龙排名第477位。</p><p>最赚钱50家公司，药企占三家</p><p>这次上榜的药械企业分别是<a href=\"https://laohu8.com/S/MRK\">默沙东</a>、<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>、强生。对比2024年的名单，只有强生留在榜单中，诺华公司退出，默沙东、诺和诺德是新上榜的企业。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250731190759108v163c6avu92j5uw\"/><p>默沙东、诺和诺德、<a href=\"https://laohu8.com/S/JNJ\">强生</a>2024年的利润分别为171.17亿美元、146.44亿美元、140.66亿美元。除了强生外，剩余的两家公司利润均在2024年实现增长，其中默沙东的利润增幅高达45.9倍；诺和诺德则同比增长20.6%。</p><p>默沙东2024年利润的增长，得益于PD-1产品Keytruda销售;诺和诺德2024年利润的增长，与核心产品司美格鲁肽系列产品(Ozempic、Rybelsus、Wegovy)销售增长功不可没。</p><p>当前，这两款药还在争夺全球“药王”宝座。</p><p>500强名单中的制药企业，有一家中国企业入围，为广州医药集团有限公司，该企业已连续三年入选500强制药分行业榜单。</p><p>企业总部所在城市 北京，上海分列第一和第四</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250731190800055v163ylb27a1qld9\"/><p>大约四分之一的上榜公司将总部设在了北京、东京、纽约、上海和伦敦。</p><p>在沪企业中<a href=\"https://laohu8.com/S/PDD\">拼多多</a>排名从去年的442名上升至今年的266名，总计上升176名，成为中国上升最快、全球上升第二快的企业。</p><p>除拼多多外，另外11家总部在沪企业均为在榜多年的企业。其中，中国宝武已经连续上榜22年，<a href=\"https://laohu8.com/S/600104\">上汽集团</a>连续上榜21年，<a href=\"https://laohu8.com/S/01919\">中远海运</a>、<a href=\"https://laohu8.com/S/601328\">交通银行</a>、<a href=\"https://laohu8.com/S/601601\">中国太保</a>、<a href=\"https://laohu8.com/S/600606\">绿地控股</a>也分别连续18年、17年、15年、14年上榜。</p><p>作者：雨萧</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>世界500强企业出炉 比亚迪首超特斯拉, 最赚钱企业又是谁？</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世界500强企业出炉 比亚迪首超特斯拉, 最赚钱企业又是谁？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-31 18:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731190826a6cb8c06&s=b><strong>第一财经广播</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，《财富》杂志网站公布了最新的《财富》世界500强排行榜。今年上榜企业的营收总和约为41.7万亿美元，超过全球GDP的三分之一，较去年增长了约1.8%。根据最新公布的《财富》世界500强排行榜，此次上榜门槛从321亿美元增长至322亿美元。今年共有130家中国公司位列《财富》世界500强，其2024年营收总额约为10.7万亿美元。上榜的企业中有10家中国汽车及汽车零部件企业。广东省深圳市坪山区...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731190826a6cb8c06&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","601857":"中国石油","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0056508442.USD":"贝莱德世界科技基金A2","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","NVO":"诺和诺德","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","TSYW.SI":"TESLA 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三天涨了3.4%，已然将“CPI走低、通胀进一步好转”的预期写进价格里。为什么投资者能做如此超前乐观的预期？第一、数据滞后性。就业指标和CPI指数都是滞后的经济数据。例如，组成CPI的几个大项目中——能源价格已经开始回调，22年12月石油价格甚至同比低于21年12月，食品价格虽然坚挺，但环比增速也从年中的高点回落，服务价格中占比最高的房租，租房市场反应到CPI中一般有一个季度左右的滞后，而22年中以后由于银行利率的升高，房贷市场下降，租房市场曾经有一段时期的火爆，不过也因多行业的裁员、劳动参与率低等环境下没有继续上涨的动力，但房租也没有下降的趋势，应该是一个能保持平稳的趋势。其他更偏可选消费测的方面，除了交通服务相关的增速较高（但比例不高），甚至有同比下降的（二手车等）第二、美联储很透明。虽然包括鲍威尔在内的美联储高管，无论是FOMC会议、在外公开讲话，都想要尽可能地对市场保持一定政策新鲜感（不想让市场引领政策），但是在2022年，几乎每次都是市场把联储官员猜得一干二净。即便有几次美联储官员嘴硬，到头来身体还是很诚实的。眼下美联储的态度是：不能当做通胀问题完全解决，即使滞后一点，也需要在看到滞后数据有明显下降之后再考虑软化紧缩政策。事实上，最终不管是不是5%的顶点，美联储都会在通胀回落之后开始退坡。比如23年下半年若CPI降至7%以下，稳定下降，那美联储不可能置若罔闻，硬性将利率保持在5%以上，这与他们长期目标2%不符。所以，美联储能做什么操作，市场完全就可以根据数据指标来先行观","listText":"本周最大的宏观事件就是今天（1月12日）要公布的12月CPI数据了。全球投资者都需要关注这个数据，因为它是给美联储货币政策提供最重要导向的数据。市场进入本周之后，不但交易活跃，而且还挺乐观。<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 三天涨了3.4%，已然将“CPI走低、通胀进一步好转”的预期写进价格里。为什么投资者能做如此超前乐观的预期？第一、数据滞后性。就业指标和CPI指数都是滞后的经济数据。例如，组成CPI的几个大项目中——能源价格已经开始回调，22年12月石油价格甚至同比低于21年12月，食品价格虽然坚挺，但环比增速也从年中的高点回落，服务价格中占比最高的房租，租房市场反应到CPI中一般有一个季度左右的滞后，而22年中以后由于银行利率的升高，房贷市场下降，租房市场曾经有一段时期的火爆，不过也因多行业的裁员、劳动参与率低等环境下没有继续上涨的动力，但房租也没有下降的趋势，应该是一个能保持平稳的趋势。其他更偏可选消费测的方面，除了交通服务相关的增速较高（但比例不高），甚至有同比下降的（二手车等）第二、美联储很透明。虽然包括鲍威尔在内的美联储高管，无论是FOMC会议、在外公开讲话，都想要尽可能地对市场保持一定政策新鲜感（不想让市场引领政策），但是在2022年，几乎每次都是市场把联储官员猜得一干二净。即便有几次美联储官员嘴硬，到头来身体还是很诚实的。眼下美联储的态度是：不能当做通胀问题完全解决，即使滞后一点，也需要在看到滞后数据有明显下降之后再考虑软化紧缩政策。事实上，最终不管是不是5%的顶点，美联储都会在通胀回落之后开始退坡。比如23年下半年若CPI降至7%以下，稳定下降，那美联储不可能置若罔闻，硬性将利率保持在5%以上，这与他们长期目标2%不符。所以，美联储能做什么操作，市场完全就可以根据数据指标来先行观","text":"本周最大的宏观事件就是今天（1月12日）要公布的12月CPI数据了。全球投资者都需要关注这个数据，因为它是给美联储货币政策提供最重要导向的数据。市场进入本周之后，不但交易活跃，而且还挺乐观。$纳斯达克(.IXIC)$ 三天涨了3.4%，已然将“CPI走低、通胀进一步好转”的预期写进价格里。为什么投资者能做如此超前乐观的预期？第一、数据滞后性。就业指标和CPI指数都是滞后的经济数据。例如，组成CPI的几个大项目中——能源价格已经开始回调，22年12月石油价格甚至同比低于21年12月，食品价格虽然坚挺，但环比增速也从年中的高点回落，服务价格中占比最高的房租，租房市场反应到CPI中一般有一个季度左右的滞后，而22年中以后由于银行利率的升高，房贷市场下降，租房市场曾经有一段时期的火爆，不过也因多行业的裁员、劳动参与率低等环境下没有继续上涨的动力，但房租也没有下降的趋势，应该是一个能保持平稳的趋势。其他更偏可选消费测的方面，除了交通服务相关的增速较高（但比例不高），甚至有同比下降的（二手车等）第二、美联储很透明。虽然包括鲍威尔在内的美联储高管，无论是FOMC会议、在外公开讲话，都想要尽可能地对市场保持一定政策新鲜感（不想让市场引领政策），但是在2022年，几乎每次都是市场把联储官员猜得一干二净。即便有几次美联储官员嘴硬，到头来身体还是很诚实的。眼下美联储的态度是：不能当做通胀问题完全解决，即使滞后一点，也需要在看到滞后数据有明显下降之后再考虑软化紧缩政策。事实上，最终不管是不是5%的顶点，美联储都会在通胀回落之后开始退坡。比如23年下半年若CPI降至7%以下，稳定下降，那美联储不可能置若罔闻，硬性将利率保持在5%以上，这与他们长期目标2%不符。所以，美联储能做什么操作，市场完全就可以根据数据指标来先行观","images":[{"img":"https://static.tigerbbs.com/b4db0e658139980b34ca2f3c1364a8f0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3b65b866da2584e7f68643147722d6f8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ae89944ab09916eedd56a9288be4589c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628727755","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"vote":{"id":2518,"gmtBegin":1673507453402,"gmtEnd":1673526561776,"type":1,"upper":1,"title":"你觉得12月CPI数据会？","choices":[{"id":9408,"sort":1,"name":"低于预期的6.5%（好转）","userSize":22,"voted":false},{"id":9409,"sort":2,"name":"与预期基本持平（好转）","userSize":13,"voted":false},{"id":9410,"sort":3,"name":"高于预期的6.5%（恶化）","userSize":12,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270778656174128,"gmtCreate":1707145832318,"gmtModify":1707205195979,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"<a 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坑，小票期权流动性太差了，成废纸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284695620849808","isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284634277650560,"gmtCreate":1710496589578,"gmtModify":1710496591382,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"不对劲，明明已经宣布回购了","listText":"不对劲，明明已经宣布回购了","text":"不对劲，明明已经宣布回购了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284634277650560","repostId":"1109991537","repostType":2,"repost":{"id":"1109991537","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1710453702,"share":"https://www.laohu8.com/m/news/1109991537?lang=zh_CN&edition=full","pubTime":"2024-03-15 06:01","market":"us","language":"zh","title":"Adobe业绩指引逊于预期，股价盘后跌近10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109991537","media":"华尔街见闻","summary":"美国跨国电脑软件公司$Adobe$第一财季营收和利润均超预期，但第二财季业绩指引略低于预期，导致Adobe美股盘后跌近10%。财报数据显示，Adobe第一财季营收和利润均超预期，几乎所有业务都实现了同比增长，特别是数字媒体和文档云业务同比大幅增长。具体来看，Adobe预计第二财季营收52.5亿-53.0亿美元，逊于分析师预期53.1亿美元；调整后EPS为4.35-4.40美元，与分析师预期的4.38美元基本持平。此外，Adobe宣布250亿美元股票回购计划。","content":"<html><head></head><body><p>美国跨国电脑软件公司<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>第一财季营收和利润均超预期，但第二财季业绩指引略低于预期，导致Adobe美股盘后跌近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/245dae6dd69464b573cd1cc269c3b4d5\" title=\"\" tg-width=\"871\" tg-height=\"831\"/></p><p><strong>Q1业绩好于预期</strong></p><p style=\"text-align: justify;\">3月15日隔夜，Adobe公布了截止3月31日的Q1季度财报。<strong>财报数据显示，</strong>Adobe第一财季营收和调整后EPS均超预期，几乎所有业务都实现了同比增长，特别是数字媒体和文档云业务同比大幅增长。</p><p style=\"text-align: justify;\">数据显示，Adobe第一财季总营收达51.8亿美元，同比增长11%，超过了分析师预的51.4亿美元；调整后EPS为4.48美元，同比增长17.89%，高于分析师预期4.38美元。</p><p style=\"text-align: justify;\"><strong>分部门来看，</strong>数字媒体营收为38.2亿美元，同比增长12%，超过了市场预期的37.9亿美元；创意收入为3.07亿美元，同比增长11%，略高于市场预期的3.06亿美元；文档云收入为7.5亿美元，同比增长18%，超出了市场预期的7.276亿美元。</p><p style=\"text-align: justify;\">数字体验收入为12.9亿美元，同比增长9.3%，略高于市场预期的12.8亿美元；订阅收入为4.92亿美元，同比增长12%，超过了市场预期的4.87亿美元；产品收入为1.19亿美元，同比下降0.8%，但仍高于市场预期的1.145亿美元；</p><p><strong>Q2业绩指引逊于预期</strong></p><p style=\"text-align: justify;\"><strong>在各项业务大幅增长的同时，Adobe却提出了逊于市场预期的业绩指引。</strong></p><p style=\"text-align: justify;\">具体来看，Adobe预计第二财季营收52.5亿-53.0亿美元，<strong>逊于分析师预期53.1亿美元</strong>；调整后EPS为4.35-4.40美元，与分析师预期的4.38美元基本持平，这意味着营收和调整后EPS</p><p style=\"text-align: justify;\">分部门来看，数字媒体营收38.7亿-39亿美元，<strong>低于分析师预期39.1亿美元</strong>；数字体验营收13.1亿美元-13.3亿美元，与分析师预期的13.3亿美元基本持平；数字体验订阅营收11.7亿美元-11.9亿美元，与分析师预期的11.8亿美元基本持平；数字媒体的新增年化经常性收入约为4.4亿美元，低于市场预期的4.591亿美元。</p><p style=\"text-align: justify;\">对Adobe来说，公司Q2指引逊于预期，未能满足市场对AI给Adobe带来更大增长的预期。</p><p style=\"text-align: justify;\">此外，Adobe宣布250亿美元股票回购计划。</p><p><strong>AI竞争格局加剧</strong></p><p style=\"text-align: justify;\">2023年头几个月，由于Dall-E等早期AI图像创作工具的竞争威胁，Adobe的股价一直处于低迷状态。2023年3月，Adobe首次推出自家AI工具Firefly后，股价开始反弹。2023年，Adobe飙升近77%。</p><p style=\"text-align: justify;\">2024年2月，随着OpenAI宣布推出文生视频工具Sora，Adobe面临的挑战加剧，Adobe股价转跌。毕竟，Sora的出现，意味着视频生成门槛大幅降低，已有的视频制作工具可能被颠覆。</p><p style=\"text-align: justify;\">今年迄今，Adobe股票下跌4%，大幅跑输同期标普500指数的8%。</p><p style=\"text-align: justify;\">尽管如此，分析师认为，目前的AI模型还远未达到能够生成完美像素内容，同时还需在伦理和法律框架内操作，确保创作者得到合理补偿。瑞银分析师Karl Keirstead指出，目前Sora还不太可能取代传统视频创作工具或对Adobe的主要产品造成冲击。</p><p style=\"text-align: justify;\">面对竞争，Adobe公司数字媒体业务部门总裁David Wadhwani在财报电话会议中指出：</p><blockquote><p style=\"text-align: justify;\">“Adobe Express应用程序、Firefly Services AI产品和新的Acrobat助手的<strong>产品增强和新推出的功能</strong>将会在今年下半年带动Adobe数字媒体业务的年化经常性收入（ARR）加速增长。”</p><p style=\"text-align: justify;\">“<strong>Adobe将与OpenAI合作开发Sora。</strong>”</p><p style=\"text-align: justify;\">“随着越来越多的人需要生成视频片段，他们对编辑这些内容的需求也会增加，不仅Adobe将会开发自己的模型，同时也预计其他公司会开发自己的模型。”</p></blockquote><p style=\"text-align: justify;\">值得注意的是，Adobe原本计划以200亿美元收购设计软件初创公司Figma，但由于监管因素导致该交易被终止。作为交易终止的结果，Adobe支付了Figma 10亿美元的终止费用。</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>Adobe业绩指引逊于预期，股价盘后跌近10%</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\">\nAdobe业绩指引逊于预期，股价盘后跌近10%\n</h2>\n\n<h4 class=\"meta\">\n\n2024-03-15 06:01 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国跨国电脑软件公司Adobe第一财季营收和利润均超预期，但第二财季业绩指引略低于预期，导致Adobe美股盘后跌近10%。Q1业绩好于预期3月15日隔夜，Adobe公布了截止3月31日的Q1季度财报。财报数据显示，Adobe第一财季营收和调整后EPS均超预期，几乎所有业务都实现了同比增长，特别是数字媒体和文档云业务同比大幅增长。数据显示，Adobe第一财季总营收达51.8亿美元，同比增长11%，...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25521ade5d68ef5b0f2f7b2e1e3894bd","relate_stocks":{"BK4023":"应用软件","BK4554":"元宇宙及AR概念","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","ADBE":"Adobe","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109991537","content_text":"美国跨国电脑软件公司Adobe第一财季营收和利润均超预期，但第二财季业绩指引略低于预期，导致Adobe美股盘后跌近10%。Q1业绩好于预期3月15日隔夜，Adobe公布了截止3月31日的Q1季度财报。财报数据显示，Adobe第一财季营收和调整后EPS均超预期，几乎所有业务都实现了同比增长，特别是数字媒体和文档云业务同比大幅增长。数据显示，Adobe第一财季总营收达51.8亿美元，同比增长11%，超过了分析师预的51.4亿美元；调整后EPS为4.48美元，同比增长17.89%，高于分析师预期4.38美元。分部门来看，数字媒体营收为38.2亿美元，同比增长12%，超过了市场预期的37.9亿美元；创意收入为3.07亿美元，同比增长11%，略高于市场预期的3.06亿美元；文档云收入为7.5亿美元，同比增长18%，超出了市场预期的7.276亿美元。数字体验收入为12.9亿美元，同比增长9.3%，略高于市场预期的12.8亿美元；订阅收入为4.92亿美元，同比增长12%，超过了市场预期的4.87亿美元；产品收入为1.19亿美元，同比下降0.8%，但仍高于市场预期的1.145亿美元；Q2业绩指引逊于预期在各项业务大幅增长的同时，Adobe却提出了逊于市场预期的业绩指引。具体来看，Adobe预计第二财季营收52.5亿-53.0亿美元，逊于分析师预期53.1亿美元；调整后EPS为4.35-4.40美元，与分析师预期的4.38美元基本持平，这意味着营收和调整后EPS分部门来看，数字媒体营收38.7亿-39亿美元，低于分析师预期39.1亿美元；数字体验营收13.1亿美元-13.3亿美元，与分析师预期的13.3亿美元基本持平；数字体验订阅营收11.7亿美元-11.9亿美元，与分析师预期的11.8亿美元基本持平；数字媒体的新增年化经常性收入约为4.4亿美元，低于市场预期的4.591亿美元。对Adobe来说，公司Q2指引逊于预期，未能满足市场对AI给Adobe带来更大增长的预期。此外，Adobe宣布250亿美元股票回购计划。AI竞争格局加剧2023年头几个月，由于Dall-E等早期AI图像创作工具的竞争威胁，Adobe的股价一直处于低迷状态。2023年3月，Adobe首次推出自家AI工具Firefly后，股价开始反弹。2023年，Adobe飙升近77%。2024年2月，随着OpenAI宣布推出文生视频工具Sora，Adobe面临的挑战加剧，Adobe股价转跌。毕竟，Sora的出现，意味着视频生成门槛大幅降低，已有的视频制作工具可能被颠覆。今年迄今，Adobe股票下跌4%，大幅跑输同期标普500指数的8%。尽管如此，分析师认为，目前的AI模型还远未达到能够生成完美像素内容，同时还需在伦理和法律框架内操作，确保创作者得到合理补偿。瑞银分析师Karl Keirstead指出，目前Sora还不太可能取代传统视频创作工具或对Adobe的主要产品造成冲击。面对竞争，Adobe公司数字媒体业务部门总裁David Wadhwani在财报电话会议中指出：“Adobe Express应用程序、Firefly Services AI产品和新的Acrobat助手的产品增强和新推出的功能将会在今年下半年带动Adobe数字媒体业务的年化经常性收入（ARR）加速增长。”“Adobe将与OpenAI合作开发Sora。”“随着越来越多的人需要生成视频片段，他们对编辑这些内容的需求也会增加，不仅Adobe将会开发自己的模型，同时也预计其他公司会开发自己的模型。”值得注意的是，Adobe原本计划以200亿美元收购设计软件初创公司Figma，但由于监管因素导致该交易被终止。作为交易终止的结果，Adobe支付了Figma 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有没有人能治治它们，涨的让人心疼[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369701694128552","isVote":1,"tweetType":1,"viewCount":4281,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165787134050210","authorId":"4165787134050210","name":"业余的全职专业投资人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4165787134050210","idStr":"4165787134050210"},"content":"野村经济学家将预期的美联储明年降息次数从先前的4次下调至1次，而德意志银行则认为美联储今年12月暂停降息的可能性。据华尔街日报，如果特朗普试图解雇美联储主席鲍威尔，鲍威尔已准备好进行法律斗争。美联储卡什卡利：经济强劲可能意味着降息减少，卡什卡利表示，美联储在控制通胀方面取得了进展，但尚未完成。美联储在通涨开始时迟缓加息，在通涨尚未完成时，出于政治倾向急忙大幅降息，特朗普总统很有可能因此而未来将接管美联储并有炒鱿鱼的动作！未来美联储将降息减少或不会降息。","text":"野村经济学家将预期的美联储明年降息次数从先前的4次下调至1次，而德意志银行则认为美联储今年12月暂停降息的可能性。据华尔街日报，如果特朗普试图解雇美联储主席鲍威尔，鲍威尔已准备好进行法律斗争。美联储卡什卡利：经济强劲可能意味着降息减少，卡什卡利表示，美联储在控制通胀方面取得了进展，但尚未完成。美联储在通涨开始时迟缓加息，在通涨尚未完成时，出于政治倾向急忙大幅降息，特朗普总统很有可能因此而未来将接管美联储并有炒鱿鱼的动作！未来美联储将降息减少或不会降息。","html":"野村经济学家将预期的美联储明年降息次数从先前的4次下调至1次，而德意志银行则认为美联储今年12月暂停降息的可能性。据华尔街日报，如果特朗普试图解雇美联储主席鲍威尔，鲍威尔已准备好进行法律斗争。美联储卡什卡利：经济强劲可能意味着降息减少，卡什卡利表示，美联储在控制通胀方面取得了进展，但尚未完成。美联储在通涨开始时迟缓加息，在通涨尚未完成时，出于政治倾向急忙大幅降息，特朗普总统很有可能因此而未来将接管美联储并有炒鱿鱼的动作！未来美联储将降息减少或不会降息。"},{"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"domibest","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4185760841922922","idStr":"4185760841922922"},"content":"要避开锋芒，新官上任三把火，这把火正旺。冷水浇不灭的。","text":"要避开锋芒，新官上任三把火，这把火正旺。冷水浇不灭的。","html":"要避开锋芒，新官上任三把火，这把火正旺。冷水浇不灭的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821911140,"gmtCreate":1633684845405,"gmtModify":1633684845405,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>坐井观天","listText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>坐井观天","text":"$Camber Energy(CEI)$坐井观天","images":[{"img":"https://static.tigerbbs.com/02bb961f5236f81a149db7653768491b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821911140","isVote":1,"tweetType":1,"viewCount":3131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360484479058064,"gmtCreate":1729027200771,"gmtModify":1729042133270,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>&nbsp; 等待就是交易。捡了一些便宜筹码，也算是深度参与了一把 技术性故障。 盘中看asml大跌，还以为震荡了，于是赶紧翻&nbsp; futu&nbsp; ，老虎，chang桥，罗宾汉论坛，没找到消息，倒是chang桥提到 是 智通财经的news，以为是fake，于是再去x上翻最新信息有个台湾老哥发了图，才知道尼玛是财报提前泄露了，结果真是抢跑！asml车上不去了，赶紧上了soxs，这车我要看16号情况再决定啥时候roll， <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;&nbsp; 16号财报，技术故障导致15号盘中美东10点半就出结果了，作为半导体上游，这货是描定物， 还有一天时间，我再分析下台积电的财报，<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> ，虽然预期感觉是好的，但还是要去做下数值分析，16号如果表现一般或走低，我会博一把call，毕竟台积电的优势无可替代。 另外被这波（9.30-10.15）中概重伤了，给大家预告下后面的信息面： 10.17号那个住房会议感觉层次不够充其量就打个雷， 10.18号上午10:00，发布中国GDP 年率，这里我预测是炸弹了， 10月25号预计是政治局会议，可能会有大招出现，但感觉 fomc不降息这边是不会有具体动作的，所以我更加倾向于大选日前后中概持续阴跌进入垃圾时间。 11.5号美帝大选日，有人压<a href=\"https://laohu8.com/S/DJT\">$特朗普</a>","listText":"<a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>&nbsp; 等待就是交易。捡了一些便宜筹码，也算是深度参与了一把 技术性故障。 盘中看asml大跌，还以为震荡了，于是赶紧翻&nbsp; futu&nbsp; ，老虎，chang桥，罗宾汉论坛，没找到消息，倒是chang桥提到 是 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，虽然预期感觉是好的，但还是要去做下数值分析，16号如果表现一般或走低，我会博一把call，毕竟台积电的优势无可替代。 另外被这波（9.30-10.15）中概重伤了，给大家预告下后面的信息面： 10.17号那个住房会议感觉层次不够充其量就打个雷， 10.18号上午10:00，发布中国GDP 年率，这里我预测是炸弹了， 10月25号预计是政治局会议，可能会有大招出现，但感觉 fomc不降息这边是不会有具体动作的，所以我更加倾向于大选日前后中概持续阴跌进入垃圾时间。 11.5号美帝大选日，有人压$特朗普","images":[{"img":"https://static.tigerbbs.com/b315731e722f279b1fb0dd0520b9585f","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360484479058064","isVote":1,"tweetType":1,"viewCount":9675,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000234","authorId":"9000000000000234","name":"再涨一点点","avatar":"https://static.tigerbbs.com/f9e7c19ecc73fa36b09973599164066b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000234","idStr":"9000000000000234"},"content":"大佬，感谢分享你的交易经历和市场消息","text":"大佬，感谢分享你的交易经历和市场消息","html":"大佬，感谢分享你的交易经历和市场消息"},{"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/8056d36a8d17266379632873b136f02c","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3574720750802706","idStr":"3574720750802706"},"content":"25年预期降的有点多","text":"25年预期降的有点多","html":"25年预期降的有点多"}],"imageCount":2,"langContent":"CN","totalScore":0}],"lives":[]}