涉猎者B哥的个人主页 - 老虎社区

涉猎者B哥

涉猎者B哥

涉猎者善于等待

IP属地：上海

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05-22 12:46

营销还得是雷总口味吊得足足的

雷军：YU7预计7月正式上市，今晚不会开启小定

03-13

$阿里巴巴-W(09988)$

02-13

**

苹果与阿里合作，市场怎么看？大行分析师：别太兴奋，可能没啥用

02-11

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-09-23

$快手-W(01024)$ 这个股价走势，跟tmd要倒闭了样，真废！

2024-09-10

阿里加油

阿里25年周年马云内部发声：阿里之所以是阿里，是因为理想主义和情怀

2024-08-26

$拼多多(PDD)$ 境外疲软了，境内忧患

2024-08-21

这个业绩果然是来搞笑的，粪坑永远是粪坑。

快手二季度营收309.8亿元，净利润39.8亿元，均超出预期

2024-08-20

这么好的业绩，在我村这种垃圾市场，我怀疑tmd明天高开低走

抱歉，原内容已删除

2024-06-13

$(09988)$ 垃圾始终是垃圾早点倒闭吧

2024-05-23

pdd真的是甩阿里和jd好几条街了，这两个垃圾货，恨铁不成钢。

知情人士：阿里巴巴考虑发行50亿美元可转债，最早本周发行

2024-05-22

$拼多多(PDD)$ 160做多就对了

2024-05-17

要看12月的的，才影响之前的

抱歉，原内容已删除

2024-04-24

$腾讯控股ADR(TCEHY)$ 能不能新高

2023-11-16

说说你对这篇新闻的看法...

盘前异动 | 中概股普跌！小鹏、理想、阿里等跌幅居前；财报暴雷，思科跌超11%

2023-11-16

垃圾货，倒闭算了。

美国证交会披露：马云家族信托拟减持阿里巴巴

2023-05-29

$阿里巴巴-SW(09988)$ 倒闭吧求你了

2023-03-29

$阿里巴巴-SW(09988)$ 能让回个本么………

2023-02-17

这篇文章不错，转发给大家看看

@港乜嘢吖:美国大空头重仓买入阿里巴巴机构估值阿里巴巴有可能上涨200%

2023-02-15

$快手-W(01024)$ 继续前低吧

去老虎APP查看更多动态

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军：YU7预计7月正式上市，今晚不会开启小定\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\">2025-05-22 12:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">5月22日，小米集团董事长雷军发布微博称，YU7预计7月正式上市，今晚预发布会，不会公布正式价钱，也不会开启小定。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff762166f134fb8541c006e3fa61a68\" tg-width=\"591\" tg-height=\"318\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105316010","content_text":"5月22日，小米集团董事长雷军发布微博称，YU7预计7月正式上市，今晚预发布会，不会公布正式价钱，也不会开启小定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413014086296048,"gmtCreate":1741852015401,"gmtModify":1741852016244,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a 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data-views=\"1\"></v-v>&nbsp;","text":"$阿里巴巴-W(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413014086296048","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403136707830128,"gmtCreate":1739440791177,"gmtModify":1739440792677,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403136707830128","repostId":"1135149000","repostType":2,"repost":{"id":"1135149000","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":1739438622,"share":"https://www.laohu8.com/m/news/1135149000?lang=&edition=full","pubTime":"2025-02-13 17:23","market":"us","language":"zh","title":"苹果与阿里合作，市场怎么看？大行分析师：别太兴奋，可能没啥用","url":"https://stock-news.laohu8.com/highlight/detail?id=1135149000","media":"老虎资讯综合","summary":"市场对苹果最新进展的乐观情绪是错误的。","content":"<html><head></head><body><p><em>来源：Yahoo Finance</em></p><p><em>作者：Daniel Howley</em></p><p>据彭博社的 Mark Gurman 称，苹果将于下周某个时候推出其最新款入门级 iPhone SE。据说这款手机的售价在 400 至 500 美元之间，设计类似于 iPhone 14，配有 Face ID 面部识别、更大的显示屏和更强大的处理器。</p><p>更引人注目的是，<strong>苹果似乎已经找到了在中国的AI本地化合作伙伴——阿里巴巴。</strong>在阿联酋迪拜举办的World Governments Summit2025峰会上，阿里巴巴联合创始人、董事局主席蔡崇信确认了阿里巴巴与苹果合作传闻。他表示：“苹果一直非常挑剔，他们与中国的多家公司进行了交谈，最终他们选择了我们（阿里巴巴），我们非常幸运，也非常荣幸能够与苹果这样的伟大公司做生意。”</p><p>这也让该公司的股价略有缓解，过去五天，该公司股价仅上涨了 1% 多一点，而今年迄今则下跌了超5%（截至2月12日）。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b3bdd7fcd035be072bdc874fdc2c916\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>但至少有一位分析师并不抱太大希望。杰富瑞股票研究分析师 Edison Lee 表示，<strong>市场对苹果最新进展的乐观情绪是错误的。</strong></p><p>Lee 在周三给投资者的一份报告中写道：“尽管新款iPhone SE即将推出，并可能与阿里巴巴达成 AI 交易，但我们重申对苹果的谨慎看法。”</p><p>对新款iPhone SE来说，除了价格低廉之外，最大的特点是加入了 Apple 的生成式 AI 平台 Apple Intelligence。该服务提供了许多 AI 功能，包括通知摘要、写作工具和照片编辑功能。它还有一个更高级的 Siri 版本，可与 OpenAI 的 ChatGPT 配合使用。</p><p>人们认为，通过在低成本 iPhone 上提供 Apple Intelligence，将吸引更多用户使用该平台，从而引起消费者更大的兴趣。但很难知道这是否真会发生。</p><p>Apple Intelligence 是苹果 iPhone 16 系列的主要卖点，但并没有像华尔街所希望的那样大受欢迎。</p><p>蒂姆·库克在最近的财报电话会议上告诉投资者，在提供 Apple Intelligence 的地区，iPhone 销量更高。然而，摩根士丹利研究分析师埃里克·伍德林在周二的一份投资者报告中写道，<strong>该软件在本季度只为 iPhone 的销售提供了小小的推动力。</strong></p><p>相反，伍德林表示，销售可能是由“美国消费者加速购买打折的一年旧 iPhone 15 Pro/Pro Max”推动的。这些手机以及 iPhone 16 系列是目前唯一可以使用 Apple Intelligence 的手机。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cf9f013b116ed82a2434e22dc6f31bd\" title=\"\" tg-width=\"786\" tg-height=\"504\"/></p><p>Lee在报告中写道，他对 iPhone SE 的潜力仍持谨慎态度，因为据报道这款手机将只配备一个后置摄像头。他还认为 Apple Intelligence 尚未成为主要卖点，并表示中国智能手机销量在农历新年后已经下降。</p><p>还有一个问题是，苹果在中国的 AI 合作伙伴阿里巴巴是否会对销量产生影响？Lee表示，<strong>由于中国智能手机用户倾向于使用第三方本地应用，苹果在通过 Apple Intelligence 向用户提供数据方面会遇到问题。</strong></p><p>“因此，苹果可能会发现很难利用应用数据来创建差异化服务”，他写道。</p><p>近几个季度，苹果在中国的销售一直难以突破。该地区最新季度的收入 185 亿美元，低于预期，也低于该公司 2024 年第一季度的 208 亿美元。2024 年全年该地区的收入为 669 亿美元，低于预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e0e345bdb12e87c8f82d3923607bfa6\" title=\"\" tg-width=\"786\" tg-height=\"806\"/></p><p>不过，并非所有人都看淡苹果在中国的人工智能机遇。</p><p>Deepwater Asset Management 管理合伙人 Gene Munster 表示，与阿里巴巴的合作应该会减少该公司在中国面临的阻力，但苹果仍需在基本面上有所作为，以确保 Apple Intelligence 取得成功。</p><p>他在给投资者的一份报告中写道：“苹果在中国的发展道路将取决于它如何将人工智能融入其设备，以及如何调整定价策略以适应不断变化的消费者行为。”</p><p>Apple Intelligence 距离成为 Apple 希望成为的那种必备产品还有一段距离，但随着它随着时间的推移增加功能，它可能会成为一款可靠的产品。Apple Watch 在首次发布时遭到批评，该公司的 AirPods 也是如此，但两者都已成为公司产品矩阵的关键部分。</p><p>现在，苹果只需弄清楚如何让用户像使用其他成功产品一样使用该平台。</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>苹果与阿里合作，市场怎么看？大行分析师：别太兴奋，可能没啥用</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果与阿里合作，市场怎么看？大行分析师：别太兴奋，可能没啥用\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-13 17:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：Yahoo Finance</em></p><p><em>作者：Daniel Howley</em></p><p>据彭博社的 Mark Gurman 称，苹果将于下周某个时候推出其最新款入门级 iPhone SE。据说这款手机的售价在 400 至 500 美元之间，设计类似于 iPhone 14，配有 Face ID 面部识别、更大的显示屏和更强大的处理器。</p><p>更引人注目的是，<strong>苹果似乎已经找到了在中国的AI本地化合作伙伴——阿里巴巴。</strong>在阿联酋迪拜举办的World Governments Summit2025峰会上，阿里巴巴联合创始人、董事局主席蔡崇信确认了阿里巴巴与苹果合作传闻。他表示：“苹果一直非常挑剔，他们与中国的多家公司进行了交谈，最终他们选择了我们（阿里巴巴），我们非常幸运，也非常荣幸能够与苹果这样的伟大公司做生意。”</p><p>这也让该公司的股价略有缓解，过去五天，该公司股价仅上涨了 1% 多一点，而今年迄今则下跌了超5%（截至2月12日）。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b3bdd7fcd035be072bdc874fdc2c916\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>但至少有一位分析师并不抱太大希望。杰富瑞股票研究分析师 Edison Lee 表示，<strong>市场对苹果最新进展的乐观情绪是错误的。</strong></p><p>Lee 在周三给投资者的一份报告中写道：“尽管新款iPhone SE即将推出，并可能与阿里巴巴达成 AI 交易，但我们重申对苹果的谨慎看法。”</p><p>对新款iPhone SE来说，除了价格低廉之外，最大的特点是加入了 Apple 的生成式 AI 平台 Apple Intelligence。该服务提供了许多 AI 功能，包括通知摘要、写作工具和照片编辑功能。它还有一个更高级的 Siri 版本，可与 OpenAI 的 ChatGPT 配合使用。</p><p>人们认为，通过在低成本 iPhone 上提供 Apple Intelligence，将吸引更多用户使用该平台，从而引起消费者更大的兴趣。但很难知道这是否真会发生。</p><p>Apple Intelligence 是苹果 iPhone 16 系列的主要卖点，但并没有像华尔街所希望的那样大受欢迎。</p><p>蒂姆·库克在最近的财报电话会议上告诉投资者，在提供 Apple Intelligence 的地区，iPhone 销量更高。然而，摩根士丹利研究分析师埃里克·伍德林在周二的一份投资者报告中写道，<strong>该软件在本季度只为 iPhone 的销售提供了小小的推动力。</strong></p><p>相反，伍德林表示，销售可能是由“美国消费者加速购买打折的一年旧 iPhone 15 Pro/Pro Max”推动的。这些手机以及 iPhone 16 系列是目前唯一可以使用 Apple Intelligence 的手机。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cf9f013b116ed82a2434e22dc6f31bd\" title=\"\" tg-width=\"786\" tg-height=\"504\"/></p><p>Lee在报告中写道，他对 iPhone SE 的潜力仍持谨慎态度，因为据报道这款手机将只配备一个后置摄像头。他还认为 Apple Intelligence 尚未成为主要卖点，并表示中国智能手机销量在农历新年后已经下降。</p><p>还有一个问题是，苹果在中国的 AI 合作伙伴阿里巴巴是否会对销量产生影响？Lee表示，<strong>由于中国智能手机用户倾向于使用第三方本地应用，苹果在通过 Apple Intelligence 向用户提供数据方面会遇到问题。</strong></p><p>“因此，苹果可能会发现很难利用应用数据来创建差异化服务”，他写道。</p><p>近几个季度，苹果在中国的销售一直难以突破。该地区最新季度的收入 185 亿美元，低于预期，也低于该公司 2024 年第一季度的 208 亿美元。2024 年全年该地区的收入为 669 亿美元，低于预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e0e345bdb12e87c8f82d3923607bfa6\" title=\"\" tg-width=\"786\" tg-height=\"806\"/></p><p>不过，并非所有人都看淡苹果在中国的人工智能机遇。</p><p>Deepwater Asset Management 管理合伙人 Gene Munster 表示，与阿里巴巴的合作应该会减少该公司在中国面临的阻力，但苹果仍需在基本面上有所作为，以确保 Apple Intelligence 取得成功。</p><p>他在给投资者的一份报告中写道：“苹果在中国的发展道路将取决于它如何将人工智能融入其设备，以及如何调整定价策略以适应不断变化的消费者行为。”</p><p>Apple Intelligence 距离成为 Apple 希望成为的那种必备产品还有一段距离，但随着它随着时间的推移增加功能，它可能会成为一款可靠的产品。Apple Watch 在首次发布时遭到批评，该公司的 AirPods 也是如此，但两者都已成为公司产品矩阵的关键部分。</p><p>现在，苹果只需弄清楚如何让用户像使用其他成功产品一样使用该平台。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1452e40531fd29c68c3fb9e765c706a","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135149000","content_text":"来源：Yahoo Finance作者：Daniel Howley据彭博社的 Mark Gurman 称，苹果将于下周某个时候推出其最新款入门级 iPhone SE。据说这款手机的售价在 400 至 500 美元之间，设计类似于 iPhone 14，配有 Face ID 面部识别、更大的显示屏和更强大的处理器。更引人注目的是，苹果似乎已经找到了在中国的AI本地化合作伙伴——阿里巴巴。在阿联酋迪拜举办的World Governments Summit2025峰会上，阿里巴巴联合创始人、董事局主席蔡崇信确认了阿里巴巴与苹果合作传闻。他表示：“苹果一直非常挑剔，他们与中国的多家公司进行了交谈，最终他们选择了我们（阿里巴巴），我们非常幸运，也非常荣幸能够与苹果这样的伟大公司做生意。”这也让该公司的股价略有缓解，过去五天，该公司股价仅上涨了 1% 多一点，而今年迄今则下跌了超5%（截至2月12日）。但至少有一位分析师并不抱太大希望。杰富瑞股票研究分析师 Edison Lee 表示，市场对苹果最新进展的乐观情绪是错误的。Lee 在周三给投资者的一份报告中写道：“尽管新款iPhone SE即将推出，并可能与阿里巴巴达成 AI 交易，但我们重申对苹果的谨慎看法。”对新款iPhone SE来说，除了价格低廉之外，最大的特点是加入了 Apple 的生成式 AI 平台 Apple Intelligence。该服务提供了许多 AI 功能，包括通知摘要、写作工具和照片编辑功能。它还有一个更高级的 Siri 版本，可与 OpenAI 的 ChatGPT 配合使用。人们认为，通过在低成本 iPhone 上提供 Apple Intelligence，将吸引更多用户使用该平台，从而引起消费者更大的兴趣。但很难知道这是否真会发生。Apple Intelligence 是苹果 iPhone 16 系列的主要卖点，但并没有像华尔街所希望的那样大受欢迎。蒂姆·库克在最近的财报电话会议上告诉投资者，在提供 Apple Intelligence 的地区，iPhone 销量更高。然而，摩根士丹利研究分析师埃里克·伍德林在周二的一份投资者报告中写道，该软件在本季度只为 iPhone 的销售提供了小小的推动力。相反，伍德林表示，销售可能是由“美国消费者加速购买打折的一年旧 iPhone 15 Pro/Pro Max”推动的。这些手机以及 iPhone 16 系列是目前唯一可以使用 Apple Intelligence 的手机。Lee在报告中写道，他对 iPhone SE 的潜力仍持谨慎态度，因为据报道这款手机将只配备一个后置摄像头。他还认为 Apple Intelligence 尚未成为主要卖点，并表示中国智能手机销量在农历新年后已经下降。还有一个问题是，苹果在中国的 AI 合作伙伴阿里巴巴是否会对销量产生影响？Lee表示，由于中国智能手机用户倾向于使用第三方本地应用，苹果在通过 Apple Intelligence 向用户提供数据方面会遇到问题。“因此，苹果可能会发现很难利用应用数据来创建差异化服务”，他写道。近几个季度，苹果在中国的销售一直难以突破。该地区最新季度的收入 185 亿美元，低于预期，也低于该公司 2024 年第一季度的 208 亿美元。2024 年全年该地区的收入为 669 亿美元，低于预期。不过，并非所有人都看淡苹果在中国的人工智能机遇。Deepwater Asset Management 管理合伙人 Gene Munster 表示，与阿里巴巴的合作应该会减少该公司在中国面临的阻力，但苹果仍需在基本面上有所作为，以确保 Apple Intelligence 取得成功。他在给投资者的一份报告中写道：“苹果在中国的发展道路将取决于它如何将人工智能融入其设备，以及如何调整定价策略以适应不断变化的消费者行为。”Apple Intelligence 距离成为 Apple 希望成为的那种必备产品还有一段距离，但随着它随着时间的推移增加功能，它可能会成为一款可靠的产品。Apple Watch 在首次发布时遭到批评，该公司的 AirPods 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href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 这个股价走势，跟tmd要倒闭了样，真废！","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 这个股价走势，跟tmd要倒闭了样，真废！","text":"$快手-W(01024)$ 这个股价走势，跟tmd要倒闭了样，真废！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352334314623144","isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347937281925240,"gmtCreate":1725967374401,"gmtModify":1725967376060,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"阿里 加油","listText":"阿里 加油","text":"阿里 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347937281925240","repostId":"2466433366","repostType":2,"repost":{"id":"2466433366","kind":"news","pubTimestamp":1725966748,"share":"https://www.laohu8.com/m/news/2466433366?lang=&edition=full","pubTime":"2024-09-10 19:12","market":"hk","language":"zh","title":"阿里25年周年马云内部发声：阿里之所以是阿里，是因为理想主义和情怀","url":"https://stock-news.laohu8.com/highlight/detail?id=2466433366","media":"潮新闻","summary":"9月10日是阿里巴巴成立25周年，马云在阿里巴巴内网发帖鼓励阿里人：“阿里之所以是阿里，那是因为我们有理想主义精神，我们相信未来，我们相信市场，我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。","content":"<html><head></head><body><p>9月10日是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>成立25周年，马云在阿里巴巴内网发帖鼓励阿里人：<strong>“阿里之所以是阿里，那是因为我们有理想主义精神，我们相信未来，我们相信市场，我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb5a90d4f87faefe21822fb39f107b7f\" title=\"\" tg-width=\"433\" tg-height=\"2233\"/></p><p>马云说：“感恩时代，感恩所有为阿里的梦想做出各种贡献的阿里人，感恩我们客户对我们的信任和包容，感恩投资者对我们的理解和支持，还有社会各界对我们的宽容，我们把自己从相信未来的公司变成了创造未来的公司。”</p><p>谈到25年，马云提到最多的一个词是“骄傲”。</p><p>他说，25年我最骄傲的不是我们创办了多少家公司，而是这些公司给社会带来了多少的变化和价值。骄傲的不是我们赚了多少钱，市值多高，而是赚了钱以后的阿里人还有理想，还是有情有义。</p><p>他说，“我骄傲的是，没有支付，我们创建支付；没有物流，我们参与物流；没有互联网支撑技术，我们投入云；信用不值钱，我们让信用变得无价。我们相信技术可以也必须帮助每一个普通人，让每一个普通的老百姓因为技术也获得尊严。”</p><p>面向未来，他也直接地提到了目前互联网AI技术风起云涌，各个行业领域竞争激烈，阿里很多业务面临挑战。他说：“没有一家公司能在任何领域永远保持第一，而且只有竞争才能让自己更强大，让行业更健康，更何况阿里从来就不是被保护出来的公司”，“我们要时刻提醒自己不能在竞争和形势压力下丢失了自己。”</p></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里25年周年马云内部发声：阿里之所以是阿里，是因为理想主义和情怀</title>\n<style 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href=\"http://finance.eastmoney.com/a/202409103180154916.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"89988":"阿里巴巴-WR","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4554":"元宇宙及AR概念","BK1608":"元宇宙概念","BK4531":"中概回港概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BABA":"阿里巴巴","LU0051755006.USD":"摩根大通中国A (dist)","BK4534":"瑞士信贷持仓","LU0181495838.USD":"施罗德新兴亚洲A Acc","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK4558":"双十一","LU0052750758.USD":"富兰克林中国基金A Acc","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" 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(SGD) ACC A","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0048597586.USD":"富达亚洲焦点A","BK4548":"巴美列捷福持仓","BK1591":"就地过年概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4565":"NFT概念","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC"},"source_url":"http://finance.eastmoney.com/a/202409103180154916.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466433366","content_text":"9月10日是阿里巴巴成立25周年，马云在阿里巴巴内网发帖鼓励阿里人：“阿里之所以是阿里，那是因为我们有理想主义精神，我们相信未来，我们相信市场，我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。”马云说：“感恩时代，感恩所有为阿里的梦想做出各种贡献的阿里人，感恩我们客户对我们的信任和包容，感恩投资者对我们的理解和支持，还有社会各界对我们的宽容，我们把自己从相信未来的公司变成了创造未来的公司。”谈到25年，马云提到最多的一个词是“骄傲”。他说，25年我最骄傲的不是我们创办了多少家公司，而是这些公司给社会带来了多少的变化和价值。骄傲的不是我们赚了多少钱，市值多高，而是赚了钱以后的阿里人还有理想，还是有情有义。他说，“我骄傲的是，没有支付，我们创建支付；没有物流，我们参与物流；没有互联网支撑技术，我们投入云；信用不值钱，我们让信用变得无价。我们相信技术可以也必须帮助每一个普通人，让每一个普通的老百姓因为技术也获得尊严。”面向未来，他也直接地提到了目前互联网AI技术风起云涌，各个行业领域竞争激烈，阿里很多业务面临挑战。他说：“没有一家公司能在任何领域永远保持第一，而且只有竞争才能让自己更强大，让行业更健康，更何况阿里从来就不是被保护出来的公司”，“我们要时刻提醒自己不能在竞争和形势压力下丢失了自己。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342720007630912,"gmtCreate":1724677105795,"gmtModify":1724677107687,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 境外疲软了，境内忧患","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 境外疲软了，境内忧患","text":"$拼多多(PDD)$ 境外疲软了，境内忧患","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342720007630912","isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340678291615800,"gmtCreate":1724203810023,"gmtModify":1724203812200,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"这个业绩果然是来搞笑的，粪坑永远是粪坑。","listText":"这个业绩果然是来搞笑的，粪坑永远是粪坑。","text":"这个业绩果然是来搞笑的，粪坑永远是粪坑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340678291615800","repostId":"1160380854","repostType":2,"repost":{"id":"1160380854","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":1724142715,"share":"https://www.laohu8.com/m/news/1160380854?lang=&edition=full","pubTime":"2024-08-20 16:31","market":"us","language":"zh","title":"快手二季度营收309.8亿元，净利润39.8亿元，均超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1160380854","media":"老虎资讯综合","summary":"预估303.7亿元人民币。","content":"<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币，同比增长11.6%，预估303.7亿元，去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元，预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元，预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度，平均日活3.953亿，而去年同期为3.760亿；平均月活跃用户为6.918亿，而去年同期为6.733亿；每位日活用户平均线上营销服务收入44.3元，而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度，电商业务GMV达到3053亿元，同比增长15%；</p><p style=\"text-align: start;\">第二季度，直播业务收入为93亿元，同比下降6.7%；</p><p style=\"text-align: start;\">第二季度，海外收入达到11亿元，同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快手二季度营收309.8亿元，净利润39.8亿元，均超出预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n快手二季度营收309.8亿元，净利润39.8亿元，均超出预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-20 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币，同比增长11.6%，预估303.7亿元，去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元，预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元，预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度，平均日活3.953亿，而去年同期为3.760亿；平均月活跃用户为6.918亿，而去年同期为6.733亿；每位日活用户平均线上营销服务收入44.3元，而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度，电商业务GMV达到3053亿元，同比增长15%；</p><p style=\"text-align: start;\">第二季度，直播业务收入为93亿元，同比下降6.7%；</p><p style=\"text-align: start;\">第二季度，海外收入达到11亿元，同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380854","content_text":"快手2024年第二季度营收309.8亿元人民币，同比增长11.6%，预估303.7亿元，去年同期277.4亿元。第二季度净利润39.8亿元，预估34.8亿元。第二季度调整后净利润46.8亿元，预估43.4亿元。第二季度调整后EBITDA 63.4亿元。运营要点第二季度，平均日活3.953亿，而去年同期为3.760亿；平均月活跃用户为6.918亿，而去年同期为6.733亿；每位日活用户平均线上营销服务收入44.3元，而去年同期为38.2元。第二季度，电商业务GMV达到3053亿元，同比增长15%；第二季度，直播业务收入为93亿元，同比下降6.7%；第二季度，海外收入达到11亿元，同比增长141.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340440583360520,"gmtCreate":1724145746572,"gmtModify":1724145874961,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"这么好的业绩，在我村这种垃圾市场，我怀疑tmd明天高开低走","listText":"这么好的业绩，在我村这种垃圾市场，我怀疑tmd明天高开低走","text":"这么好的业绩，在我村这种垃圾市场，我怀疑tmd明天高开低走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/340440583360520","repostId":"1160380854","repostType":2,"isVote":1,"tweetType":1,"viewCount":3006,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547499860800538","authorId":"3547499860800538","name":"唤唤霸霸","avatar":"https://static.tigerbbs.com/4842950dc96000bc44fa266137eef860","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547499860800538","authorIdStr":"3547499860800538"},"content":"你买了的话就是高开低走，没买的话就是暴涨","text":"你买了的话就是高开低走，没买的话就是暴涨","html":"你买了的话就是高开低走，没买的话就是暴涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316358846275680,"gmtCreate":1718262812718,"gmtModify":1718262961197,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾始终是垃圾 早点倒闭吧","listText":"<a href=\"https://laohu8.com/S/09988\">$(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> 垃圾始终是垃圾 早点倒闭吧","text":"$(09988)$ 垃圾始终是垃圾 早点倒闭吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316358846275680","isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308932808200456,"gmtCreate":1716450796593,"gmtModify":1716450830850,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"pdd真的是甩阿里和jd好几条街了，这两个垃圾货，恨铁不成钢。","listText":"pdd真的是甩阿里和jd好几条街了，这两个垃圾货，恨铁不成钢。","text":"pdd真的是甩阿里和jd好几条街了，这两个垃圾货，恨铁不成钢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308932808200456","repostId":"1159095159","repostType":2,"repost":{"id":"1159095159","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":1716449433,"share":"https://www.laohu8.com/m/news/1159095159?lang=&edition=full","pubTime":"2024-05-23 15:30","market":"hk","language":"zh","title":"知情人士：阿里巴巴考虑发行50亿美元可转债，最早本周发行","url":"https://stock-news.laohu8.com/highlight/detail?id=1159095159","media":"老虎资讯综合","summary":"最早本周发债。","content":"<html><head></head><body><p>彭博援引知情人士报道称，<strong>阿里巴巴在考虑发行可转债，拟募集约50亿美元资金，此举旨在为股票回购和增长提供资金。</strong>阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。</p><p>知情人士表示，最早可能在本周发行，但尚未做出最终决定。</p><p>阿里巴巴港股股价快速跳水，截至发稿跌近6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85364e0cdbf0b3a027f813bdbe9d5a5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>知情人士：阿里巴巴考虑发行50亿美元可转债，最早本周发行</title>\n<style 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15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博援引知情人士报道称，<strong>阿里巴巴在考虑发行可转债，拟募集约50亿美元资金，此举旨在为股票回购和增长提供资金。</strong>阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。</p><p>知情人士表示，最早可能在本周发行，但尚未做出最终决定。</p><p>阿里巴巴港股股价快速跳水，截至发稿跌近6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85364e0cdbf0b3a027f813bdbe9d5a5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159095159","content_text":"彭博援引知情人士报道称，阿里巴巴在考虑发行可转债，拟募集约50亿美元资金，此举旨在为股票回购和增长提供资金。阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。知情人士表示，最早可能在本周发行，但尚未做出最终决定。阿里巴巴港股股价快速跳水，截至发稿跌近6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308624346566952,"gmtCreate":1716375541862,"gmtModify":1716376217650,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a 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160做多就对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308624346566952","isVote":1,"tweetType":1,"viewCount":2808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306754353152176,"gmtCreate":1715925860864,"gmtModify":1715925862789,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"要看12月的的，才影响之前的","listText":"要看12月的的，才影响之前的","text":"要看12月的的，才影响之前的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306754353152176","repostId":"1145837583","repostType":2,"isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298752724824360,"gmtCreate":1713967054425,"gmtModify":1713967163304,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a 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能不能新高","images":[{"img":"https://static.tigerbbs.com/ff6fa5b6de9ddc786675b628d6bcd751","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298752724824360","isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":242131986198608,"gmtCreate":1700135466984,"gmtModify":1700135468372,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242131986198608","repostId":"1140935005","repostType":2,"repost":{"id":"1140935005","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":1700125485,"share":"https://www.laohu8.com/m/news/1140935005?lang=&edition=full","pubTime":"2023-11-16 17:04","market":"us","language":"zh","title":"盘前异动 | 中概股普跌！小鹏、理想、阿里等跌幅居前；财报暴雷，思科跌超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140935005","media":"老虎资讯综合","summary":"11月16日，美股指期货涨跌不一，道指期货涨0.02%，纳指期货跌0.20%，标普500指数期货跌0.04%。思科盘前跌超11%，企业科技支出亮红灯！公司本季指引远逊预期，下调财年指引。Palo Alto Networks盘前跌超5%，第一财季营收不及预期并下调全年预期；中概股盘前普跌，小鹏汽车跌超4%，理想汽车跌超3%，蔚来、阿里巴巴、哔哩哔哩、京东、网易跌超2%，拼多多、百度跌超1%","content":"<html><head></head><body><p>11月16日，美股指期货涨跌不一，道指期货涨0.02%，纳指期货跌0.20%，标普500指数期货跌0.04%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a3f84ca17ccc6209feda8c065310a15\" title=\"\" tg-width=\"436\" tg-height=\"194\"/></p><p><a href=\"https://laohu8.com/S/CSCO\">思科</a>盘前跌超11%，企业科技支出亮红灯！公司本季指引远逊预期，下调财年指引；</p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>盘前跌超5%，第一财季营收不及预期并下调全年预期；</p><p><a href=\"https://laohu8.com/S/DAO\">有道</a>盘前涨超1%，Q3营收15.4亿元，同比增长9.7%。</p><p>中概股盘前普跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超1%；</p><p>三倍做空富时中国ETF-Direxion(YANG)盘前大涨超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef27823924d45574cdb4d5c6e7b29c17\" title=\"\" tg-width=\"393\" tg-height=\"144\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动 | 中概股普跌！小鹏、理想、阿里等跌幅居前；财报暴雷，思科跌超11%</title>\n<style 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17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月16日，美股指期货涨跌不一，道指期货涨0.02%，纳指期货跌0.20%，标普500指数期货跌0.04%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a3f84ca17ccc6209feda8c065310a15\" title=\"\" tg-width=\"436\" tg-height=\"194\"/></p><p><a href=\"https://laohu8.com/S/CSCO\">思科</a>盘前跌超11%，企业科技支出亮红灯！公司本季指引远逊预期，下调财年指引；</p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>盘前跌超5%，第一财季营收不及预期并下调全年预期；</p><p><a href=\"https://laohu8.com/S/DAO\">有道</a>盘前涨超1%，Q3营收15.4亿元，同比增长9.7%。</p><p>中概股盘前普跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超1%；</p><p>三倍做空富时中国ETF-Direxion(YANG)盘前大涨超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef27823924d45574cdb4d5c6e7b29c17\" title=\"\" tg-width=\"393\" tg-height=\"144\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"09868":"小鹏汽车-W","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4585":"ETF&股票定投概念","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","02015":"理想汽车-W","LU1720050803.USD":"安联全方位中国股票基金","TTTN":"老虎中美互联网巨头ETF","XPEV":"小鹏汽车","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1539":"汽车股",".DJI":"道琼斯","BK4525":"远程办公概念",".IXIC":"NASDAQ Composite","CSCO":"思科","BK1588":"回港中概股","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD",".SPX":"S&P 500 Index","BK4527":"明星科技股","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","BK4505":"高瓴资本持仓","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4581":"高盛持仓","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4560":"网络安全概念","BK4099":"汽车制造商","SG9999002232.USD":"Allianz Global High Payout USD","SG9999001424.SGD":"United E-Commerce Fund SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140935005","content_text":"11月16日，美股指期货涨跌不一，道指期货涨0.02%，纳指期货跌0.20%，标普500指数期货跌0.04%。思科盘前跌超11%，企业科技支出亮红灯！公司本季指引远逊预期，下调财年指引；Palo Alto Networks盘前跌超5%，第一财季营收不及预期并下调全年预期；有道盘前涨超1%，Q3营收15.4亿元，同比增长9.7%。中概股盘前普跌，小鹏汽车跌超4%，理想汽车跌超3%，蔚来、阿里巴巴、哔哩哔哩、京东、网易跌超2%，拼多多、百度跌超1%；三倍做空富时中国ETF-Direxion(YANG)盘前大涨超7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242116759900184,"gmtCreate":1700131889205,"gmtModify":1700132381428,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"垃圾货，倒闭算了。","listText":"垃圾货，倒闭算了。","text":"垃圾货，倒闭算了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242116759900184","repostId":"1131403730","repostType":2,"repost":{"id":"1131403730","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":1700131412,"share":"https://www.laohu8.com/m/news/1131403730?lang=&edition=full","pubTime":"2023-11-16 18:43","market":"us","language":"zh","title":"美国证交会披露：马云家族信托拟减持阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=1131403730","media":"老虎资讯综合","summary":"共涉及股票市值8.707亿美元。","content":"<html><head></head><body><p>据美国证交会（SEC）官网披露的144文件显示，马云家族信托JC Properties Limited（一家英属维尔京群岛公司）和JSP Investment Limited（一家英属维尔京群岛公司）拟于11月21日分别减持500万股股阿里巴巴创始人股份。共涉及股票市值8.707亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5d0a1dac268ca611d1b7cced5842f9e\" tg-width=\"930\" tg-height=\"847\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c88084889c18bf0ab1cdfe169251f8b\" tg-width=\"927\" tg-height=\"843\"/></p><p>截至发稿，阿里巴巴盘前跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6d4cc0d2646356b012e36609fe30a8\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国证交会披露：马云家族信托拟减持阿里巴巴</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国证交会披露：马云家族信托拟减持阿里巴巴\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\">2023-11-16 18:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据美国证交会（SEC）官网披露的144文件显示，马云家族信托JC Properties Limited（一家英属维尔京群岛公司）和JSP Investment Limited（一家英属维尔京群岛公司）拟于11月21日分别减持500万股股阿里巴巴创始人股份。共涉及股票市值8.707亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5d0a1dac268ca611d1b7cced5842f9e\" tg-width=\"930\" tg-height=\"847\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c88084889c18bf0ab1cdfe169251f8b\" tg-width=\"927\" tg-height=\"843\"/></p><p>截至发稿，阿里巴巴盘前跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6d4cc0d2646356b012e36609fe30a8\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/106a43e936c34518bf52ab5907e07000","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131403730","content_text":"据美国证交会（SEC）官网披露的144文件显示，马云家族信托JC Properties Limited（一家英属维尔京群岛公司）和JSP Investment Limited（一家英属维尔京群岛公司）拟于11月21日分别减持500万股股阿里巴巴创始人股份。共涉及股票市值8.707亿美元。截至发稿，阿里巴巴盘前跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655368060,"gmtCreate":1685322309851,"gmtModify":1685322311272,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v>倒闭吧 求你了","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v>倒闭吧 求你了","text":"$阿里巴巴-SW(09988)$ 倒闭吧 求你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/655368060","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564978165288885","authorId":"3564978165288885","name":"轩辕小伞","avatar":"https://static.tigerbbs.com/160593cac02b062c1a6ae12b168ce5e1","crmLevel":7,"crmLevelSwitch":0,"idStr":"3564978165288885","authorIdStr":"3564978165288885"},"content":"不懂就问，获利占比%个位数，要拉升还早？ [微笑]","text":"不懂就问，获利占比%个位数，要拉升还早？ [微笑]","html":"不懂就问，获利占比%个位数，要拉升还早？ [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659215159,"gmtCreate":1680077319172,"gmtModify":1680077320985,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>能让回个本么………","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>能让回个本么………","text":"$阿里巴巴-SW(09988)$ 能让回个本么………","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/659215159","isVote":1,"tweetType":1,"viewCount":2318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625544238,"gmtCreate":1676607039025,"gmtModify":1676607040760,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625544238","repostId":"625590414","repostType":1,"repost":{"id":625590414,"gmtCreate":1676542091038,"gmtModify":1744960888196,"author":{"id":"4130377405762172","authorId":"4130377405762172","name":"港乜嘢吖","avatar":"https://static.tigerbbs.com/2e11ebd9218be3a4ecb251c3d8f63596","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130377405762172","authorIdStr":"4130377405762172"},"themes":[],"title":"美国大空头重仓买入阿里巴巴 机构估值阿里巴巴有可能上涨200%","htmlText":"摘要：1.&nbsp;Michael Burry为什么重仓购买阿里巴巴2.&nbsp;根据seeking&nbsp;alpha分析师的估值模型，阿里巴巴有可能在未来20年内产生超过10%的内部收益率3.&nbsp;机构与分析师观点本文参考：https://seekingalpha.com/article/4578529-alibaba-following-michael-burry近期各大机构都向美国证监会报告了其在上一季度的持仓报告，电影《大空头》的原型，传奇对冲基金经理Michael Burry的Scion Asset Management也递交了在2022年第四季度的持仓报告。据统计，Scion第四季度持仓总市值为4653.7万美元，比上一季度增长13%。该公司在四季度的投资组合中新增了7只个股，其中前十大持仓标的占总市值的100%。值得注意的是，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 在其前五大买入标的中排行第三，共持仓5万股，持仓位列第四，持仓市值约440.5万美元，占投资组合比例为9.46%。whalewisdom那么以空头著名的Michael Burry为什么会选择重仓买入阿里巴巴呢？Burry在去年10月，恒指创下15,000的新低点时曾发推表示：恒生指数最近触及 1997年的水平。距今已有25年，然而，GDP在这段时间内翻了 18倍，1997年时的估值为20倍收益、10倍 EV/销售额、3倍有形账面。 现在则为 7/1/1。他还分享了下面的图表，清楚地表明该指数在过去25年中没有太大变化。Bloomberg，by Michael Burry恒指的市盈率通常约为14倍，在下降 1个标准差后，估值为 10倍市盈率。Burry指出，在7倍市盈率下，当该指数在15，000点左右交易时，它的交易价格比","listText":"摘要：1.&nbsp;Michael Burry为什么重仓购买阿里巴巴2.&nbsp;根据seeking&nbsp;alpha分析师的估值模型，阿里巴巴有可能在未来20年内产生超过10%的内部收益率3.&nbsp;机构与分析师观点本文参考：https://seekingalpha.com/article/4578529-alibaba-following-michael-burry近期各大机构都向美国证监会报告了其在上一季度的持仓报告，电影《大空头》的原型，传奇对冲基金经理Michael Burry的Scion Asset Management也递交了在2022年第四季度的持仓报告。据统计，Scion第四季度持仓总市值为4653.7万美元，比上一季度增长13%。该公司在四季度的投资组合中新增了7只个股，其中前十大持仓标的占总市值的100%。值得注意的是，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 在其前五大买入标的中排行第三，共持仓5万股，持仓位列第四，持仓市值约440.5万美元，占投资组合比例为9.46%。whalewisdom那么以空头著名的Michael Burry为什么会选择重仓买入阿里巴巴呢？Burry在去年10月，恒指创下15,000的新低点时曾发推表示：恒生指数最近触及 1997年的水平。距今已有25年，然而，GDP在这段时间内翻了 18倍，1997年时的估值为20倍收益、10倍 EV/销售额、3倍有形账面。 现在则为 7/1/1。他还分享了下面的图表，清楚地表明该指数在过去25年中没有太大变化。Bloomberg，by Michael Burry恒指的市盈率通常约为14倍，在下降 1个标准差后，估值为 10倍市盈率。Burry指出，在7倍市盈率下，当该指数在15，000点左右交易时，它的交易价格比","text":"摘要：1. Michael Burry为什么重仓购买阿里巴巴2. 根据seeking alpha分析师的估值模型，阿里巴巴有可能在未来20年内产生超过10%的内部收益率3. 机构与分析师观点本文参考：https://seekingalpha.com/article/4578529-alibaba-following-michael-burry近期各大机构都向美国证监会报告了其在上一季度的持仓报告，电影《大空头》的原型，传奇对冲基金经理Michael Burry的Scion Asset Management也递交了在2022年第四季度的持仓报告。据统计，Scion第四季度持仓总市值为4653.7万美元，比上一季度增长13%。该公司在四季度的投资组合中新增了7只个股，其中前十大持仓标的占总市值的100%。值得注意的是，$阿里巴巴(BABA)$ 在其前五大买入标的中排行第三，共持仓5万股，持仓位列第四，持仓市值约440.5万美元，占投资组合比例为9.46%。whalewisdom那么以空头著名的Michael Burry为什么会选择重仓买入阿里巴巴呢？Burry在去年10月，恒指创下15,000的新低点时曾发推表示：恒生指数最近触及 1997年的水平。距今已有25年，然而，GDP在这段时间内翻了 18倍，1997年时的估值为20倍收益、10倍 EV/销售额、3倍有形账面。 现在则为 7/1/1。他还分享了下面的图表，清楚地表明该指数在过去25年中没有太大变化。Bloomberg，by Michael Burry恒指的市盈率通常约为14倍，在下降 1个标准差后，估值为 10倍市盈率。Burry指出，在7倍市盈率下，当该指数在15，000点左右交易时，它的交易价格比","images":[{"img":"https://static.tigerbbs.com/c9c422d83c5a1aa4c409e27fa6c3e7b0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7cad05cdd293d46229eb8152b3ed590a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/1697755b8f88515268e5f5b64530e3d5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625590414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625664036,"gmtCreate":1676444422625,"gmtModify":1676444424506,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"0\"></v-v>继续前低吧","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"0\"></v-v>继续前低吧","text":"$快手-W(01024)$ 继续前低吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625664036","isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":437692903034888,"gmtCreate":1747889179922,"gmtModify":1747889181708,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"营销还得是雷总 口味吊得足足的","listText":"营销还得是雷总 口味吊得足足的","text":"营销还得是雷总 口味吊得足足的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437692903034888","repostId":"1105316010","repostType":2,"repost":{"id":"1105316010","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":1747887755,"share":"https://www.laohu8.com/m/news/1105316010?lang=&edition=full","pubTime":"2025-05-22 12:22","market":"us","language":"zh","title":"雷军：YU7预计7月正式上市，今晚不会开启小定","url":"https://stock-news.laohu8.com/highlight/detail?id=1105316010","media":"老虎资讯综合","summary":"5月22日，小米集团董事长雷军发布微博称，YU7预计7月正式上市，今晚预发布会，不会公布正式价钱，也不会开启小定。","content":"<html><head></head><body><p style=\"text-align: start;\">5月22日，小米集团董事长雷军发布微博称，YU7预计7月正式上市，今晚预发布会，不会公布正式价钱，也不会开启小定。</p><p class=\"t-img-caption\"><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军：YU7预计7月正式上市，今晚不会开启小定\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\">2025-05-22 12:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">5月22日，小米集团董事长雷军发布微博称，YU7预计7月正式上市，今晚预发布会，不会公布正式价钱，也不会开启小定。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff762166f134fb8541c006e3fa61a68\" tg-width=\"591\" tg-height=\"318\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105316010","content_text":"5月22日，小米集团董事长雷军发布微博称，YU7预计7月正式上市，今晚预发布会，不会公布正式价钱，也不会开启小定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655368060,"gmtCreate":1685322309851,"gmtModify":1685322311272,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v>倒闭吧 求你了","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v>倒闭吧 求你了","text":"$阿里巴巴-SW(09988)$ 倒闭吧 求你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/655368060","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564978165288885","authorId":"3564978165288885","name":"轩辕小伞","avatar":"https://static.tigerbbs.com/160593cac02b062c1a6ae12b168ce5e1","crmLevel":7,"crmLevelSwitch":0,"idStr":"3564978165288885","authorIdStr":"3564978165288885"},"content":"不懂就问，获利占比%个位数，要拉升还早？ [微笑]","text":"不懂就问，获利占比%个位数，要拉升还早？ [微笑]","html":"不懂就问，获利占比%个位数，要拉升还早？ [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340440583360520,"gmtCreate":1724145746572,"gmtModify":1724145874961,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"这么好的业绩，在我村这种垃圾市场，我怀疑tmd明天高开低走","listText":"这么好的业绩，在我村这种垃圾市场，我怀疑tmd明天高开低走","text":"这么好的业绩，在我村这种垃圾市场，我怀疑tmd明天高开低走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/340440583360520","repostId":"1160380854","repostType":2,"repost":{"id":"1160380854","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":1724142715,"share":"https://www.laohu8.com/m/news/1160380854?lang=&edition=full","pubTime":"2024-08-20 16:31","market":"us","language":"zh","title":"快手二季度营收309.8亿元，净利润39.8亿元，均超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1160380854","media":"老虎资讯综合","summary":"预估303.7亿元人民币。","content":"<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币，同比增长11.6%，预估303.7亿元，去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元，预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元，预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度，平均日活3.953亿，而去年同期为3.760亿；平均月活跃用户为6.918亿，而去年同期为6.733亿；每位日活用户平均线上营销服务收入44.3元，而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度，电商业务GMV达到3053亿元，同比增长15%；</p><p style=\"text-align: start;\">第二季度，直播业务收入为93亿元，同比下降6.7%；</p><p style=\"text-align: start;\">第二季度，海外收入达到11亿元，同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快手二季度营收309.8亿元，净利润39.8亿元，均超出预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n快手二季度营收309.8亿元，净利润39.8亿元，均超出预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-20 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币，同比增长11.6%，预估303.7亿元，去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元，预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元，预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度，平均日活3.953亿，而去年同期为3.760亿；平均月活跃用户为6.918亿，而去年同期为6.733亿；每位日活用户平均线上营销服务收入44.3元，而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度，电商业务GMV达到3053亿元，同比增长15%；</p><p style=\"text-align: start;\">第二季度，直播业务收入为93亿元，同比下降6.7%；</p><p style=\"text-align: start;\">第二季度，海外收入达到11亿元，同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380854","content_text":"快手2024年第二季度营收309.8亿元人民币，同比增长11.6%，预估303.7亿元，去年同期277.4亿元。第二季度净利润39.8亿元，预估34.8亿元。第二季度调整后净利润46.8亿元，预估43.4亿元。第二季度调整后EBITDA 63.4亿元。运营要点第二季度，平均日活3.953亿，而去年同期为3.760亿；平均月活跃用户为6.918亿，而去年同期为6.733亿；每位日活用户平均线上营销服务收入44.3元，而去年同期为38.2元。第二季度，电商业务GMV达到3053亿元，同比增长15%；第二季度，直播业务收入为93亿元，同比下降6.7%；第二季度，海外收入达到11亿元，同比增长141.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3006,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547499860800538","authorId":"3547499860800538","name":"唤唤霸霸","avatar":"https://static.tigerbbs.com/4842950dc96000bc44fa266137eef860","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547499860800538","authorIdStr":"3547499860800538"},"content":"你买了的话就是高开低走，没买的话就是暴涨","text":"你买了的话就是高开低走，没买的话就是暴涨","html":"你买了的话就是高开低走，没买的话就是暴涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875969816,"gmtCreate":1637594860284,"gmtModify":1637594860284,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a 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加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347937281925240","repostId":"2466433366","repostType":2,"repost":{"id":"2466433366","kind":"news","pubTimestamp":1725966748,"share":"https://www.laohu8.com/m/news/2466433366?lang=&edition=full","pubTime":"2024-09-10 19:12","market":"hk","language":"zh","title":"阿里25年周年马云内部发声：阿里之所以是阿里，是因为理想主义和情怀","url":"https://stock-news.laohu8.com/highlight/detail?id=2466433366","media":"潮新闻","summary":"9月10日是阿里巴巴成立25周年，马云在阿里巴巴内网发帖鼓励阿里人：“阿里之所以是阿里，那是因为我们有理想主义精神，我们相信未来，我们相信市场，我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。","content":"<html><head></head><body><p>9月10日是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>成立25周年，马云在阿里巴巴内网发帖鼓励阿里人：<strong>“阿里之所以是阿里，那是因为我们有理想主义精神，我们相信未来，我们相信市场，我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb5a90d4f87faefe21822fb39f107b7f\" title=\"\" tg-width=\"433\" tg-height=\"2233\"/></p><p>马云说：“感恩时代，感恩所有为阿里的梦想做出各种贡献的阿里人，感恩我们客户对我们的信任和包容，感恩投资者对我们的理解和支持，还有社会各界对我们的宽容，我们把自己从相信未来的公司变成了创造未来的公司。”</p><p>谈到25年，马云提到最多的一个词是“骄傲”。</p><p>他说，25年我最骄傲的不是我们创办了多少家公司，而是这些公司给社会带来了多少的变化和价值。骄傲的不是我们赚了多少钱，市值多高，而是赚了钱以后的阿里人还有理想，还是有情有义。</p><p>他说，“我骄傲的是，没有支付，我们创建支付；没有物流，我们参与物流；没有互联网支撑技术，我们投入云；信用不值钱，我们让信用变得无价。我们相信技术可以也必须帮助每一个普通人，让每一个普通的老百姓因为技术也获得尊严。”</p><p>面向未来，他也直接地提到了目前互联网AI技术风起云涌，各个行业领域竞争激烈，阿里很多业务面临挑战。他说：“没有一家公司能在任何领域永远保持第一，而且只有竞争才能让自己更强大，让行业更健康，更何况阿里从来就不是被保护出来的公司”，“我们要时刻提醒自己不能在竞争和形势压力下丢失了自己。”</p></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里25年周年马云内部发声：阿里之所以是阿里，是因为理想主义和情怀</title>\n<style 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href=\"http://finance.eastmoney.com/a/202409103180154916.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"89988":"阿里巴巴-WR","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4554":"元宇宙及AR概念","BK1608":"元宇宙概念","BK4531":"中概回港概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BABA":"阿里巴巴","LU0051755006.USD":"摩根大通中国A (dist)","BK4534":"瑞士信贷持仓","LU0181495838.USD":"施罗德新兴亚洲A Acc","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK4558":"双十一","LU0052750758.USD":"富兰克林中国基金A Acc","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" 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境外疲软了，境内忧患","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342720007630912","isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308932808200456,"gmtCreate":1716450796593,"gmtModify":1716450830850,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"pdd真的是甩阿里和jd好几条街了，这两个垃圾货，恨铁不成钢。","listText":"pdd真的是甩阿里和jd好几条街了，这两个垃圾货，恨铁不成钢。","text":"pdd真的是甩阿里和jd好几条街了，这两个垃圾货，恨铁不成钢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308932808200456","repostId":"1159095159","repostType":2,"repost":{"id":"1159095159","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":1716449433,"share":"https://www.laohu8.com/m/news/1159095159?lang=&edition=full","pubTime":"2024-05-23 15:30","market":"hk","language":"zh","title":"知情人士：阿里巴巴考虑发行50亿美元可转债，最早本周发行","url":"https://stock-news.laohu8.com/highlight/detail?id=1159095159","media":"老虎资讯综合","summary":"最早本周发债。","content":"<html><head></head><body><p>彭博援引知情人士报道称，<strong>阿里巴巴在考虑发行可转债，拟募集约50亿美元资金，此举旨在为股票回购和增长提供资金。</strong>阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。</p><p>知情人士表示，最早可能在本周发行，但尚未做出最终决定。</p><p>阿里巴巴港股股价快速跳水，截至发稿跌近6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85364e0cdbf0b3a027f813bdbe9d5a5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>知情人士：阿里巴巴考虑发行50亿美元可转债，最早本周发行</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知情人士：阿里巴巴考虑发行50亿美元可转债，最早本周发行\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-23 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博援引知情人士报道称，<strong>阿里巴巴在考虑发行可转债，拟募集约50亿美元资金，此举旨在为股票回购和增长提供资金。</strong>阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。</p><p>知情人士表示，最早可能在本周发行，但尚未做出最终决定。</p><p>阿里巴巴港股股价快速跳水，截至发稿跌近6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85364e0cdbf0b3a027f813bdbe9d5a5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159095159","content_text":"彭博援引知情人士报道称，阿里巴巴在考虑发行可转债，拟募集约50亿美元资金，此举旨在为股票回购和增长提供资金。阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。知情人士表示，最早可能在本周发行，但尚未做出最终决定。阿里巴巴港股股价快速跳水，截至发稿跌近6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306754353152176,"gmtCreate":1715925860864,"gmtModify":1715925862789,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"要看12月的的，才影响之前的","listText":"要看12月的的，才影响之前的","text":"要看12月的的，才影响之前的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306754353152176","repostId":"1145837583","repostType":2,"isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310271350,"gmtCreate":1611331007570,"gmtModify":1703749923253,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KUKE\">$库客音乐(KUKE)$</a>唯独这支股票的帖子一致的骂声…………","listText":"<a href=\"https://laohu8.com/S/KUKE\">$库客音乐(KUKE)$</a>唯独这支股票的帖子一致的骂声…………","text":"$库客音乐(KUKE)$唯独这支股票的帖子一致的骂声…………","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310271350","isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413014086296048,"gmtCreate":1741852015401,"gmtModify":1741852016244,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$阿里巴巴-W(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413014086296048","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403136707830128,"gmtCreate":1739440791177,"gmtModify":1739440792677,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403136707830128","repostId":"1135149000","repostType":2,"repost":{"id":"1135149000","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":1739438622,"share":"https://www.laohu8.com/m/news/1135149000?lang=&edition=full","pubTime":"2025-02-13 17:23","market":"us","language":"zh","title":"苹果与阿里合作，市场怎么看？大行分析师：别太兴奋，可能没啥用","url":"https://stock-news.laohu8.com/highlight/detail?id=1135149000","media":"老虎资讯综合","summary":"市场对苹果最新进展的乐观情绪是错误的。","content":"<html><head></head><body><p><em>来源：Yahoo Finance</em></p><p><em>作者：Daniel Howley</em></p><p>据彭博社的 Mark Gurman 称，苹果将于下周某个时候推出其最新款入门级 iPhone SE。据说这款手机的售价在 400 至 500 美元之间，设计类似于 iPhone 14，配有 Face ID 面部识别、更大的显示屏和更强大的处理器。</p><p>更引人注目的是，<strong>苹果似乎已经找到了在中国的AI本地化合作伙伴——阿里巴巴。</strong>在阿联酋迪拜举办的World Governments Summit2025峰会上，阿里巴巴联合创始人、董事局主席蔡崇信确认了阿里巴巴与苹果合作传闻。他表示：“苹果一直非常挑剔，他们与中国的多家公司进行了交谈，最终他们选择了我们（阿里巴巴），我们非常幸运，也非常荣幸能够与苹果这样的伟大公司做生意。”</p><p>这也让该公司的股价略有缓解，过去五天，该公司股价仅上涨了 1% 多一点，而今年迄今则下跌了超5%（截至2月12日）。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b3bdd7fcd035be072bdc874fdc2c916\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>但至少有一位分析师并不抱太大希望。杰富瑞股票研究分析师 Edison Lee 表示，<strong>市场对苹果最新进展的乐观情绪是错误的。</strong></p><p>Lee 在周三给投资者的一份报告中写道：“尽管新款iPhone SE即将推出，并可能与阿里巴巴达成 AI 交易，但我们重申对苹果的谨慎看法。”</p><p>对新款iPhone SE来说，除了价格低廉之外，最大的特点是加入了 Apple 的生成式 AI 平台 Apple Intelligence。该服务提供了许多 AI 功能，包括通知摘要、写作工具和照片编辑功能。它还有一个更高级的 Siri 版本，可与 OpenAI 的 ChatGPT 配合使用。</p><p>人们认为，通过在低成本 iPhone 上提供 Apple Intelligence，将吸引更多用户使用该平台，从而引起消费者更大的兴趣。但很难知道这是否真会发生。</p><p>Apple Intelligence 是苹果 iPhone 16 系列的主要卖点，但并没有像华尔街所希望的那样大受欢迎。</p><p>蒂姆·库克在最近的财报电话会议上告诉投资者，在提供 Apple Intelligence 的地区，iPhone 销量更高。然而，摩根士丹利研究分析师埃里克·伍德林在周二的一份投资者报告中写道，<strong>该软件在本季度只为 iPhone 的销售提供了小小的推动力。</strong></p><p>相反，伍德林表示，销售可能是由“美国消费者加速购买打折的一年旧 iPhone 15 Pro/Pro Max”推动的。这些手机以及 iPhone 16 系列是目前唯一可以使用 Apple Intelligence 的手机。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cf9f013b116ed82a2434e22dc6f31bd\" title=\"\" tg-width=\"786\" tg-height=\"504\"/></p><p>Lee在报告中写道，他对 iPhone SE 的潜力仍持谨慎态度，因为据报道这款手机将只配备一个后置摄像头。他还认为 Apple Intelligence 尚未成为主要卖点，并表示中国智能手机销量在农历新年后已经下降。</p><p>还有一个问题是，苹果在中国的 AI 合作伙伴阿里巴巴是否会对销量产生影响？Lee表示，<strong>由于中国智能手机用户倾向于使用第三方本地应用，苹果在通过 Apple Intelligence 向用户提供数据方面会遇到问题。</strong></p><p>“因此，苹果可能会发现很难利用应用数据来创建差异化服务”，他写道。</p><p>近几个季度，苹果在中国的销售一直难以突破。该地区最新季度的收入 185 亿美元，低于预期，也低于该公司 2024 年第一季度的 208 亿美元。2024 年全年该地区的收入为 669 亿美元，低于预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e0e345bdb12e87c8f82d3923607bfa6\" title=\"\" tg-width=\"786\" tg-height=\"806\"/></p><p>不过，并非所有人都看淡苹果在中国的人工智能机遇。</p><p>Deepwater Asset Management 管理合伙人 Gene Munster 表示，与阿里巴巴的合作应该会减少该公司在中国面临的阻力，但苹果仍需在基本面上有所作为，以确保 Apple Intelligence 取得成功。</p><p>他在给投资者的一份报告中写道：“苹果在中国的发展道路将取决于它如何将人工智能融入其设备，以及如何调整定价策略以适应不断变化的消费者行为。”</p><p>Apple Intelligence 距离成为 Apple 希望成为的那种必备产品还有一段距离，但随着它随着时间的推移增加功能，它可能会成为一款可靠的产品。Apple Watch 在首次发布时遭到批评，该公司的 AirPods 也是如此，但两者都已成为公司产品矩阵的关键部分。</p><p>现在，苹果只需弄清楚如何让用户像使用其他成功产品一样使用该平台。</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>苹果与阿里合作，市场怎么看？大行分析师：别太兴奋，可能没啥用</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; 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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苹果与阿里合作，市场怎么看？大行分析师：别太兴奋，可能没啥用\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-13 17:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：Yahoo Finance</em></p><p><em>作者：Daniel Howley</em></p><p>据彭博社的 Mark Gurman 称，苹果将于下周某个时候推出其最新款入门级 iPhone SE。据说这款手机的售价在 400 至 500 美元之间，设计类似于 iPhone 14，配有 Face ID 面部识别、更大的显示屏和更强大的处理器。</p><p>更引人注目的是，<strong>苹果似乎已经找到了在中国的AI本地化合作伙伴——阿里巴巴。</strong>在阿联酋迪拜举办的World Governments Summit2025峰会上，阿里巴巴联合创始人、董事局主席蔡崇信确认了阿里巴巴与苹果合作传闻。他表示：“苹果一直非常挑剔，他们与中国的多家公司进行了交谈，最终他们选择了我们（阿里巴巴），我们非常幸运，也非常荣幸能够与苹果这样的伟大公司做生意。”</p><p>这也让该公司的股价略有缓解，过去五天，该公司股价仅上涨了 1% 多一点，而今年迄今则下跌了超5%（截至2月12日）。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b3bdd7fcd035be072bdc874fdc2c916\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>但至少有一位分析师并不抱太大希望。杰富瑞股票研究分析师 Edison Lee 表示，<strong>市场对苹果最新进展的乐观情绪是错误的。</strong></p><p>Lee 在周三给投资者的一份报告中写道：“尽管新款iPhone SE即将推出，并可能与阿里巴巴达成 AI 交易，但我们重申对苹果的谨慎看法。”</p><p>对新款iPhone SE来说，除了价格低廉之外，最大的特点是加入了 Apple 的生成式 AI 平台 Apple Intelligence。该服务提供了许多 AI 功能，包括通知摘要、写作工具和照片编辑功能。它还有一个更高级的 Siri 版本，可与 OpenAI 的 ChatGPT 配合使用。</p><p>人们认为，通过在低成本 iPhone 上提供 Apple Intelligence，将吸引更多用户使用该平台，从而引起消费者更大的兴趣。但很难知道这是否真会发生。</p><p>Apple Intelligence 是苹果 iPhone 16 系列的主要卖点，但并没有像华尔街所希望的那样大受欢迎。</p><p>蒂姆·库克在最近的财报电话会议上告诉投资者，在提供 Apple Intelligence 的地区，iPhone 销量更高。然而，摩根士丹利研究分析师埃里克·伍德林在周二的一份投资者报告中写道，<strong>该软件在本季度只为 iPhone 的销售提供了小小的推动力。</strong></p><p>相反，伍德林表示，销售可能是由“美国消费者加速购买打折的一年旧 iPhone 15 Pro/Pro Max”推动的。这些手机以及 iPhone 16 系列是目前唯一可以使用 Apple Intelligence 的手机。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cf9f013b116ed82a2434e22dc6f31bd\" title=\"\" tg-width=\"786\" tg-height=\"504\"/></p><p>Lee在报告中写道，他对 iPhone SE 的潜力仍持谨慎态度，因为据报道这款手机将只配备一个后置摄像头。他还认为 Apple Intelligence 尚未成为主要卖点，并表示中国智能手机销量在农历新年后已经下降。</p><p>还有一个问题是，苹果在中国的 AI 合作伙伴阿里巴巴是否会对销量产生影响？Lee表示，<strong>由于中国智能手机用户倾向于使用第三方本地应用，苹果在通过 Apple Intelligence 向用户提供数据方面会遇到问题。</strong></p><p>“因此，苹果可能会发现很难利用应用数据来创建差异化服务”，他写道。</p><p>近几个季度，苹果在中国的销售一直难以突破。该地区最新季度的收入 185 亿美元，低于预期，也低于该公司 2024 年第一季度的 208 亿美元。2024 年全年该地区的收入为 669 亿美元，低于预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e0e345bdb12e87c8f82d3923607bfa6\" title=\"\" tg-width=\"786\" tg-height=\"806\"/></p><p>不过，并非所有人都看淡苹果在中国的人工智能机遇。</p><p>Deepwater Asset Management 管理合伙人 Gene Munster 表示，与阿里巴巴的合作应该会减少该公司在中国面临的阻力，但苹果仍需在基本面上有所作为，以确保 Apple Intelligence 取得成功。</p><p>他在给投资者的一份报告中写道：“苹果在中国的发展道路将取决于它如何将人工智能融入其设备，以及如何调整定价策略以适应不断变化的消费者行为。”</p><p>Apple Intelligence 距离成为 Apple 希望成为的那种必备产品还有一段距离，但随着它随着时间的推移增加功能，它可能会成为一款可靠的产品。Apple Watch 在首次发布时遭到批评，该公司的 AirPods 也是如此，但两者都已成为公司产品矩阵的关键部分。</p><p>现在，苹果只需弄清楚如何让用户像使用其他成功产品一样使用该平台。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1452e40531fd29c68c3fb9e765c706a","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135149000","content_text":"来源：Yahoo Finance作者：Daniel Howley据彭博社的 Mark Gurman 称，苹果将于下周某个时候推出其最新款入门级 iPhone SE。据说这款手机的售价在 400 至 500 美元之间，设计类似于 iPhone 14，配有 Face ID 面部识别、更大的显示屏和更强大的处理器。更引人注目的是，苹果似乎已经找到了在中国的AI本地化合作伙伴——阿里巴巴。在阿联酋迪拜举办的World Governments Summit2025峰会上，阿里巴巴联合创始人、董事局主席蔡崇信确认了阿里巴巴与苹果合作传闻。他表示：“苹果一直非常挑剔，他们与中国的多家公司进行了交谈，最终他们选择了我们（阿里巴巴），我们非常幸运，也非常荣幸能够与苹果这样的伟大公司做生意。”这也让该公司的股价略有缓解，过去五天，该公司股价仅上涨了 1% 多一点，而今年迄今则下跌了超5%（截至2月12日）。但至少有一位分析师并不抱太大希望。杰富瑞股票研究分析师 Edison Lee 表示，市场对苹果最新进展的乐观情绪是错误的。Lee 在周三给投资者的一份报告中写道：“尽管新款iPhone SE即将推出，并可能与阿里巴巴达成 AI 交易，但我们重申对苹果的谨慎看法。”对新款iPhone SE来说，除了价格低廉之外，最大的特点是加入了 Apple 的生成式 AI 平台 Apple Intelligence。该服务提供了许多 AI 功能，包括通知摘要、写作工具和照片编辑功能。它还有一个更高级的 Siri 版本，可与 OpenAI 的 ChatGPT 配合使用。人们认为，通过在低成本 iPhone 上提供 Apple Intelligence，将吸引更多用户使用该平台，从而引起消费者更大的兴趣。但很难知道这是否真会发生。Apple Intelligence 是苹果 iPhone 16 系列的主要卖点，但并没有像华尔街所希望的那样大受欢迎。蒂姆·库克在最近的财报电话会议上告诉投资者，在提供 Apple Intelligence 的地区，iPhone 销量更高。然而，摩根士丹利研究分析师埃里克·伍德林在周二的一份投资者报告中写道，该软件在本季度只为 iPhone 的销售提供了小小的推动力。相反，伍德林表示，销售可能是由“美国消费者加速购买打折的一年旧 iPhone 15 Pro/Pro Max”推动的。这些手机以及 iPhone 16 系列是目前唯一可以使用 Apple Intelligence 的手机。Lee在报告中写道，他对 iPhone SE 的潜力仍持谨慎态度，因为据报道这款手机将只配备一个后置摄像头。他还认为 Apple Intelligence 尚未成为主要卖点，并表示中国智能手机销量在农历新年后已经下降。还有一个问题是，苹果在中国的 AI 合作伙伴阿里巴巴是否会对销量产生影响？Lee表示，由于中国智能手机用户倾向于使用第三方本地应用，苹果在通过 Apple Intelligence 向用户提供数据方面会遇到问题。“因此，苹果可能会发现很难利用应用数据来创建差异化服务”，他写道。近几个季度，苹果在中国的销售一直难以突破。该地区最新季度的收入 185 亿美元，低于预期，也低于该公司 2024 年第一季度的 208 亿美元。2024 年全年该地区的收入为 669 亿美元，低于预期。不过，并非所有人都看淡苹果在中国的人工智能机遇。Deepwater Asset Management 管理合伙人 Gene Munster 表示，与阿里巴巴的合作应该会减少该公司在中国面临的阻力，但苹果仍需在基本面上有所作为，以确保 Apple Intelligence 取得成功。他在给投资者的一份报告中写道：“苹果在中国的发展道路将取决于它如何将人工智能融入其设备，以及如何调整定价策略以适应不断变化的消费者行为。”Apple Intelligence 距离成为 Apple 希望成为的那种必备产品还有一段距离，但随着它随着时间的推移增加功能，它可能会成为一款可靠的产品。Apple Watch 在首次发布时遭到批评，该公司的 AirPods 也是如此，但两者都已成为公司产品矩阵的关键部分。现在，苹果只需弄清楚如何让用户像使用其他成功产品一样使用该平台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402478980948296,"gmtCreate":1739279942547,"gmtModify":1739279944517,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402478980948296","repostId":"1127130409","repostType":2,"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352334314623144,"gmtCreate":1727058189657,"gmtModify":1727059519387,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 这个股价走势，跟tmd要倒闭了样，真废！","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 这个股价走势，跟tmd要倒闭了样，真废！","text":"$快手-W(01024)$ 这个股价走势，跟tmd要倒闭了样，真废！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352334314623144","isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340678291615800,"gmtCreate":1724203810023,"gmtModify":1724203812200,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"这个业绩果然是来搞笑的，粪坑永远是粪坑。","listText":"这个业绩果然是来搞笑的，粪坑永远是粪坑。","text":"这个业绩果然是来搞笑的，粪坑永远是粪坑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340678291615800","repostId":"1160380854","repostType":2,"repost":{"id":"1160380854","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":1724142715,"share":"https://www.laohu8.com/m/news/1160380854?lang=&edition=full","pubTime":"2024-08-20 16:31","market":"us","language":"zh","title":"快手二季度营收309.8亿元，净利润39.8亿元，均超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1160380854","media":"老虎资讯综合","summary":"预估303.7亿元人民币。","content":"<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币，同比增长11.6%，预估303.7亿元，去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元，预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元，预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度，平均日活3.953亿，而去年同期为3.760亿；平均月活跃用户为6.918亿，而去年同期为6.733亿；每位日活用户平均线上营销服务收入44.3元，而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度，电商业务GMV达到3053亿元，同比增长15%；</p><p style=\"text-align: start;\">第二季度，直播业务收入为93亿元，同比下降6.7%；</p><p style=\"text-align: start;\">第二季度，海外收入达到11亿元，同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>快手二季度营收309.8亿元，净利润39.8亿元，均超出预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n快手二季度营收309.8亿元，净利润39.8亿元，均超出预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-20 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币，同比增长11.6%，预估303.7亿元，去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元，预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元，预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度，平均日活3.953亿，而去年同期为3.760亿；平均月活跃用户为6.918亿，而去年同期为6.733亿；每位日活用户平均线上营销服务收入44.3元，而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度，电商业务GMV达到3053亿元，同比增长15%；</p><p style=\"text-align: start;\">第二季度，直播业务收入为93亿元，同比下降6.7%；</p><p style=\"text-align: start;\">第二季度，海外收入达到11亿元，同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380854","content_text":"快手2024年第二季度营收309.8亿元人民币，同比增长11.6%，预估303.7亿元，去年同期277.4亿元。第二季度净利润39.8亿元，预估34.8亿元。第二季度调整后净利润46.8亿元，预估43.4亿元。第二季度调整后EBITDA 63.4亿元。运营要点第二季度，平均日活3.953亿，而去年同期为3.760亿；平均月活跃用户为6.918亿，而去年同期为6.733亿；每位日活用户平均线上营销服务收入44.3元，而去年同期为38.2元。第二季度，电商业务GMV达到3053亿元，同比增长15%；第二季度，直播业务收入为93亿元，同比下降6.7%；第二季度，海外收入达到11亿元，同比增长141.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}