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huimingkjm
05-27
说说你对这篇新闻的看法...
港股异动 | 三大指数午后直线拉升，全线转涨
huimingkjm
06-04
说说你对这篇新闻的看法...
美团盘中拉升涨超4%！美团闪购618首周数据亮眼
huimingkjm
2024-09-16
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ARM公司密切关注iPhone 16销量，寄望于技术优势带来更高收益
huimingkjm
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$三倍做多半導體ETF-Direxion Daily(SOXL)$
huimingkjm
2024-08-07
夜盘显示一一一为何有的股油油的股没有？
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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\">2025-06-04 10:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月4日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>盘中拉升，现涨超4%！美团闪购618首个周期数据公布，多品类同比大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d5924b203e7cff1dbc58edec2e645f0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、智能设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，智能设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138093209","content_text":"6月4日，美团-W盘中拉升，现涨超4%！美团闪购618首个周期数据公布，多品类同比大涨。6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、智能设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，智能设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。","news_type":1,"symbols_score_info":{"03690":1.1}},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439527660478784,"gmtCreate":1748324846240,"gmtModify":1748324986893,"author":{"id":"3568869656796003","authorId":"3568869656796003","name":"huimingkjm","avatar":"https://static.tigerbbs.com/802f4a1dc5f103df02f0aa620ca773de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568869656796003","authorIdStr":"3568869656796003"},"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":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439527660478784","repostId":"1113888313","repostType":2,"repost":{"id":"1113888313","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":1748324704,"share":"https://www.laohu8.com/m/news/1113888313?lang=&edition=full","pubTime":"2025-05-27 13:45","market":"hk","language":"zh","title":"港股异动 | 三大指数午后直线拉升，全线转涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1113888313","media":"老虎资讯综合","summary":"恒生科技指数跌幅收窄至0.18%。","content":"<html><head></head><body><p>周二午后，港股三大指数出现一波直线拉升。截至发稿已全部转涨，恒指、恒生科技指数涨逾0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb9628fb0a945e38dfc150bfaa2090a0\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ec192b00adb483586fa7dea9d800383\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86a6ff923140fa52c4587cf140ae415d\" 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 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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港股异动 | 三大指数午后直线拉升，全线转涨\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\">2025-05-27 13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二午后，港股三大指数出现一波直线拉升。截至发稿已全部转涨，恒指、恒生科技指数涨逾0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb9628fb0a945e38dfc150bfaa2090a0\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ec192b00adb483586fa7dea9d800383\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86a6ff923140fa52c4587cf140ae415d\" 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/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数","HSCEI":"国企指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113888313","content_text":"周二午后，港股三大指数出现一波直线拉升。截至发稿已全部转涨，恒指、恒生科技指数涨逾0.3%。","news_type":1,"symbols_score_info":{"HSCEI":1.1,"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349893738184888,"gmtCreate":1726458934238,"gmtModify":1726461369049,"author":{"id":"3568869656796003","authorId":"3568869656796003","name":"huimingkjm","avatar":"https://static.tigerbbs.com/802f4a1dc5f103df02f0aa620ca773de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568869656796003","authorIdStr":"3568869656796003"},"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/349893738184888","repostId":"1160843591","repostType":2,"repost":{"id":"1160843591","kind":"news","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1726186985,"share":"https://www.laohu8.com/m/news/1160843591?lang=&edition=full","pubTime":"2024-09-13 08:23","market":"hk","language":"zh","title":"ARM公司密切关注iPhone 16销量，寄望于技术优势带来更高收益","url":"https://stock-news.laohu8.com/highlight/detail?id=1160843591","media":"华尔街洞察","summary":"随着iPhone 16即将上市,ARM公司对其出货量寄予厚望。作为iPhone处理器的知识产权授权商,ARM公司将从苹果iPhone需求的复苏中获益。数据显示,iPhone出货量有望在2023年回升,达到约8800万台的水平。这对ARM公司来说意味着可观的版税收入增长。ARM公司最新一代V9芯片技术已被采用在iPhone 16上,这为该公司带来巨大商机。与此同时,ARM公司的股价已涨幅达84%,超过未来两年的预期增长和收益。因此,密切关注iPhone和智能手机的需求以及个人电脑出货量至关重要。","content":"<p>随着iPhone 16即将上市,ARM公司对其出货量寄予厚望。作为iPhone处理器的知识产权授权商,ARM公司将从苹果iPhone需求的复苏中获益。 </p><p>数据显示,iPhone16出货量有望达到约8800万台的水平。这不仅可能使苹果今年的iPhone出货量增加10%,还可能使其明年超过2021年创下的2.34亿部的历史峰值。这对ARM公司来说意味着可观的版税收入增长。 </p><p>ARM公司最新一代V9芯片技术已被采用在iPhone 16上,这为该公司带来巨大商机。除了智能手机市场,ARM在汽车和数据中心等其他领域也有广阔的增长前景。 与此同时,ARM公司的股价已涨幅达84%,超过未来两年的预期增长和收益。因此,尽管前景向好,但考虑到当前估值,目前维持中性评级可能更为审慎。</p><p>ARM控股是一家提供处理器知识产权的公司,每当客户(如苹果)使用ARM的处理器知识产权时,都需要向ARM支付使用知识产权的许可费,同时还需要支付使用ARM知识产权生产的每一件产品的版税费用。ARM的IPO文件显示,ARM从客户那里收取的综合版税率约为1.7%,但晨星估计,来自v9许可的版税率约为4.5%,随着ARM v9的广泛采用,综合版税率可能会在本十年末达到5%。</p><p>ARM管理层表示,v9采用率将在2025财年第一季度达到总版税收入的四分之一,而在2024财年第四季度为五分之一。此外,管理层还透露,智能手机收入同比增长50%,增速快于公司39%的合并收入增长至9.39亿美元的2025财年第一季度。值得注意的是,智能手机占ARM版税收入的35%以上,这使其成为ARM最重要的最终用户市场之一。因此,苹果iPhone需求强劲的任何迹象都应该受到ARM及其投资者的重视。</p><p>ARM也正从泛AI市场中获益。越来越多的企业和超大规模数据中心正在授权ARM的知识产权来设计自定义处理器,导致长期协议(LTA)不断扩展和深化,同时年合同价值(ACV)也在强劲增长。这应该有助于ARM的ACV保持强劲的双位数增长。</p><p>但令人遗憾的是,ARM的股票定价似乎已经反映了所有近期催化剂,导致目前股价较目标水平有13-15%的下行空间。此外,半导体市场许多领域的周期性放缓,以及个人电脑和智能手机行业预计将放缓,也可能会给ARM带来额外压力。因此,密切关注iPhone和智能手机的需求以及个人电脑出货量至关重要。</p><p>总的来说,尽管ARM拥有多个增长潜力,但以iPhone需求为主导的智能手机仍是最近期的关键推动因素,可能会影响ARM的前景。同时,来自数据中心和汽车等其他终端市场的增长将进一步推动ARM的发展。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARM公司密切关注iPhone 16销量，寄望于技术优势带来更高收益</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{ 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.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\">\nARM公司密切关注iPhone 16销量，寄望于技术优势带来更高收益\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-09-13 08:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着iPhone 16即将上市,ARM公司对其出货量寄予厚望。作为iPhone处理器的知识产权授权商,ARM公司将从苹果iPhone需求的复苏中获益。 </p><p>数据显示,iPhone16出货量有望达到约8800万台的水平。这不仅可能使苹果今年的iPhone出货量增加10%,还可能使其明年超过2021年创下的2.34亿部的历史峰值。这对ARM公司来说意味着可观的版税收入增长。 </p><p>ARM公司最新一代V9芯片技术已被采用在iPhone 16上,这为该公司带来巨大商机。除了智能手机市场,ARM在汽车和数据中心等其他领域也有广阔的增长前景。 与此同时,ARM公司的股价已涨幅达84%,超过未来两年的预期增长和收益。因此,尽管前景向好,但考虑到当前估值,目前维持中性评级可能更为审慎。</p><p>ARM控股是一家提供处理器知识产权的公司,每当客户(如苹果)使用ARM的处理器知识产权时,都需要向ARM支付使用知识产权的许可费,同时还需要支付使用ARM知识产权生产的每一件产品的版税费用。ARM的IPO文件显示,ARM从客户那里收取的综合版税率约为1.7%,但晨星估计,来自v9许可的版税率约为4.5%,随着ARM v9的广泛采用,综合版税率可能会在本十年末达到5%。</p><p>ARM管理层表示,v9采用率将在2025财年第一季度达到总版税收入的四分之一,而在2024财年第四季度为五分之一。此外,管理层还透露,智能手机收入同比增长50%,增速快于公司39%的合并收入增长至9.39亿美元的2025财年第一季度。值得注意的是,智能手机占ARM版税收入的35%以上,这使其成为ARM最重要的最终用户市场之一。因此,苹果iPhone需求强劲的任何迹象都应该受到ARM及其投资者的重视。</p><p>ARM也正从泛AI市场中获益。越来越多的企业和超大规模数据中心正在授权ARM的知识产权来设计自定义处理器,导致长期协议(LTA)不断扩展和深化,同时年合同价值(ACV)也在强劲增长。这应该有助于ARM的ACV保持强劲的双位数增长。</p><p>但令人遗憾的是,ARM的股票定价似乎已经反映了所有近期催化剂,导致目前股价较目标水平有13-15%的下行空间。此外,半导体市场许多领域的周期性放缓,以及个人电脑和智能手机行业预计将放缓,也可能会给ARM带来额外压力。因此,密切关注iPhone和智能手机的需求以及个人电脑出货量至关重要。</p><p>总的来说,尽管ARM拥有多个增长潜力,但以iPhone需求为主导的智能手机仍是最近期的关键推动因素,可能会影响ARM的前景。同时,来自数据中心和汽车等其他终端市场的增长将进一步推动ARM的发展。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4579":"人工智能","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4548":"巴美列捷福持仓","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" 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ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160843591","content_text":"随着iPhone 16即将上市,ARM公司对其出货量寄予厚望。作为iPhone处理器的知识产权授权商,ARM公司将从苹果iPhone需求的复苏中获益。 数据显示,iPhone16出货量有望达到约8800万台的水平。这不仅可能使苹果今年的iPhone出货量增加10%,还可能使其明年超过2021年创下的2.34亿部的历史峰值。这对ARM公司来说意味着可观的版税收入增长。 ARM公司最新一代V9芯片技术已被采用在iPhone 16上,这为该公司带来巨大商机。除了智能手机市场,ARM在汽车和数据中心等其他领域也有广阔的增长前景。 与此同时,ARM公司的股价已涨幅达84%,超过未来两年的预期增长和收益。因此,尽管前景向好,但考虑到当前估值,目前维持中性评级可能更为审慎。ARM控股是一家提供处理器知识产权的公司,每当客户(如苹果)使用ARM的处理器知识产权时,都需要向ARM支付使用知识产权的许可费,同时还需要支付使用ARM知识产权生产的每一件产品的版税费用。ARM的IPO文件显示,ARM从客户那里收取的综合版税率约为1.7%,但晨星估计,来自v9许可的版税率约为4.5%,随着ARM v9的广泛采用,综合版税率可能会在本十年末达到5%。ARM管理层表示,v9采用率将在2025财年第一季度达到总版税收入的四分之一,而在2024财年第四季度为五分之一。此外,管理层还透露,智能手机收入同比增长50%,增速快于公司39%的合并收入增长至9.39亿美元的2025财年第一季度。值得注意的是,智能手机占ARM版税收入的35%以上,这使其成为ARM最重要的最终用户市场之一。因此,苹果iPhone需求强劲的任何迹象都应该受到ARM及其投资者的重视。ARM也正从泛AI市场中获益。越来越多的企业和超大规模数据中心正在授权ARM的知识产权来设计自定义处理器,导致长期协议(LTA)不断扩展和深化,同时年合同价值(ACV)也在强劲增长。这应该有助于ARM的ACV保持强劲的双位数增长。但令人遗憾的是,ARM的股票定价似乎已经反映了所有近期催化剂,导致目前股价较目标水平有13-15%的下行空间。此外,半导体市场许多领域的周期性放缓,以及个人电脑和智能手机行业预计将放缓,也可能会给ARM带来额外压力。因此,密切关注iPhone和智能手机的需求以及个人电脑出货量至关重要。总的来说,尽管ARM拥有多个增长潜力,但以iPhone需求为主导的智能手机仍是最近期的关键推动因素,可能会影响ARM的前景。同时,来自数据中心和汽车等其他终端市场的增长将进一步推动ARM的发展。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":1,"ARM":1,"L":0.6}},"isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336361459151096,"gmtCreate":1723157348590,"gmtModify":1723167399686,"author":{"id":"3568869656796003","authorId":"3568869656796003","name":"huimingkjm","avatar":"https://static.tigerbbs.com/802f4a1dc5f103df02f0aa620ca773de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568869656796003","authorIdStr":"3568869656796003"},"themes":[],"htmlText":"<a 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13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二午后，港股三大指数出现一波直线拉升。截至发稿已全部转涨，恒指、恒生科技指数涨逾0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb9628fb0a945e38dfc150bfaa2090a0\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ec192b00adb483586fa7dea9d800383\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86a6ff923140fa52c4587cf140ae415d\" 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/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数","HSCEI":"国企指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113888313","content_text":"周二午后，港股三大指数出现一波直线拉升。截至发稿已全部转涨，恒指、恒生科技指数涨逾0.3%。","news_type":1,"symbols_score_info":{"HSCEI":1.1,"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442383782982176,"gmtCreate":1749026056972,"gmtModify":1749026058547,"author":{"id":"3568869656796003","authorId":"3568869656796003","name":"huimingkjm","avatar":"https://static.tigerbbs.com/802f4a1dc5f103df02f0aa620ca773de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568869656796003","authorIdStr":"3568869656796003"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442383782982176","repostId":"1138093209","repostType":2,"repost":{"id":"1138093209","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":1749005244,"share":"https://www.laohu8.com/m/news/1138093209?lang=&edition=full","pubTime":"2025-06-04 10:47","market":"hk","language":"zh","title":"美团盘中拉升涨超4%！美团闪购618首周数据亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1138093209","media":"老虎资讯综合","summary":"6月4日，$美团-W$盘中拉升，现涨超4%！酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。另外还值得注意的是，据统计，截至昨日，南下资金已连续12日净买入美团，共计129.9659亿港元。","content":"<html><head></head><body><p>6月4日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>盘中拉升，现涨超4%！美团闪购618首个周期数据公布，多品类同比大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d5924b203e7cff1dbc58edec2e645f0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、智能设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，智能设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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\">2025-06-04 10:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月4日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>盘中拉升，现涨超4%！美团闪购618首个周期数据公布，多品类同比大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d5924b203e7cff1dbc58edec2e645f0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、智能设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，智能设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138093209","content_text":"6月4日，美团-W盘中拉升，现涨超4%！美团闪购618首个周期数据公布，多品类同比大涨。6月3日，美团闪购发布“618”首周期消费数据洞察显示：5月28日至6月1日，白酒、精酿啤酒、手机、运动鞋服、电脑整机、智能设备、电子教育、小家电、厨卫大家电、眼部护理用品、男士彩妆等50余类商品成交额相比去年同期增长超过1倍，其中白酒成交额增长近19倍，智能设备增长超8倍，电子教育类商品增长超5倍，电脑整机增长超3倍，运动鞋服、眼部护理用品、男士彩妆增长均超2倍，多类儿童用品、户外出游等节日相关商品销售翻倍。酒类、3C家电、运动用品、美妆护肤、母婴奶粉、儿童玩具、商超等类目的超过800家品牌商、零售商成交额翻倍增长。","news_type":1,"symbols_score_info":{"03690":1.1}},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349893738184888,"gmtCreate":1726458934238,"gmtModify":1726461369049,"author":{"id":"3568869656796003","authorId":"3568869656796003","name":"huimingkjm","avatar":"https://static.tigerbbs.com/802f4a1dc5f103df02f0aa620ca773de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568869656796003","authorIdStr":"3568869656796003"},"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/349893738184888","repostId":"1160843591","repostType":2,"repost":{"id":"1160843591","kind":"news","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1726186985,"share":"https://www.laohu8.com/m/news/1160843591?lang=&edition=full","pubTime":"2024-09-13 08:23","market":"hk","language":"zh","title":"ARM公司密切关注iPhone 16销量，寄望于技术优势带来更高收益","url":"https://stock-news.laohu8.com/highlight/detail?id=1160843591","media":"华尔街洞察","summary":"随着iPhone 16即将上市,ARM公司对其出货量寄予厚望。作为iPhone处理器的知识产权授权商,ARM公司将从苹果iPhone需求的复苏中获益。数据显示,iPhone出货量有望在2023年回升,达到约8800万台的水平。这对ARM公司来说意味着可观的版税收入增长。ARM公司最新一代V9芯片技术已被采用在iPhone 16上,这为该公司带来巨大商机。与此同时,ARM公司的股价已涨幅达84%,超过未来两年的预期增长和收益。因此,密切关注iPhone和智能手机的需求以及个人电脑出货量至关重要。","content":"<p>随着iPhone 16即将上市,ARM公司对其出货量寄予厚望。作为iPhone处理器的知识产权授权商,ARM公司将从苹果iPhone需求的复苏中获益。 </p><p>数据显示,iPhone16出货量有望达到约8800万台的水平。这不仅可能使苹果今年的iPhone出货量增加10%,还可能使其明年超过2021年创下的2.34亿部的历史峰值。这对ARM公司来说意味着可观的版税收入增长。 </p><p>ARM公司最新一代V9芯片技术已被采用在iPhone 16上,这为该公司带来巨大商机。除了智能手机市场,ARM在汽车和数据中心等其他领域也有广阔的增长前景。 与此同时,ARM公司的股价已涨幅达84%,超过未来两年的预期增长和收益。因此,尽管前景向好,但考虑到当前估值,目前维持中性评级可能更为审慎。</p><p>ARM控股是一家提供处理器知识产权的公司,每当客户(如苹果)使用ARM的处理器知识产权时,都需要向ARM支付使用知识产权的许可费,同时还需要支付使用ARM知识产权生产的每一件产品的版税费用。ARM的IPO文件显示,ARM从客户那里收取的综合版税率约为1.7%,但晨星估计,来自v9许可的版税率约为4.5%,随着ARM v9的广泛采用,综合版税率可能会在本十年末达到5%。</p><p>ARM管理层表示,v9采用率将在2025财年第一季度达到总版税收入的四分之一,而在2024财年第四季度为五分之一。此外,管理层还透露,智能手机收入同比增长50%,增速快于公司39%的合并收入增长至9.39亿美元的2025财年第一季度。值得注意的是,智能手机占ARM版税收入的35%以上,这使其成为ARM最重要的最终用户市场之一。因此,苹果iPhone需求强劲的任何迹象都应该受到ARM及其投资者的重视。</p><p>ARM也正从泛AI市场中获益。越来越多的企业和超大规模数据中心正在授权ARM的知识产权来设计自定义处理器,导致长期协议(LTA)不断扩展和深化,同时年合同价值(ACV)也在强劲增长。这应该有助于ARM的ACV保持强劲的双位数增长。</p><p>但令人遗憾的是,ARM的股票定价似乎已经反映了所有近期催化剂,导致目前股价较目标水平有13-15%的下行空间。此外,半导体市场许多领域的周期性放缓,以及个人电脑和智能手机行业预计将放缓,也可能会给ARM带来额外压力。因此,密切关注iPhone和智能手机的需求以及个人电脑出货量至关重要。</p><p>总的来说,尽管ARM拥有多个增长潜力,但以iPhone需求为主导的智能手机仍是最近期的关键推动因素,可能会影响ARM的前景。同时,来自数据中心和汽车等其他终端市场的增长将进一步推动ARM的发展。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARM公司密切关注iPhone 16销量，寄望于技术优势带来更高收益</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{ 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.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\">\nARM公司密切关注iPhone 16销量，寄望于技术优势带来更高收益\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-09-13 08:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着iPhone 16即将上市,ARM公司对其出货量寄予厚望。作为iPhone处理器的知识产权授权商,ARM公司将从苹果iPhone需求的复苏中获益。 </p><p>数据显示,iPhone16出货量有望达到约8800万台的水平。这不仅可能使苹果今年的iPhone出货量增加10%,还可能使其明年超过2021年创下的2.34亿部的历史峰值。这对ARM公司来说意味着可观的版税收入增长。 </p><p>ARM公司最新一代V9芯片技术已被采用在iPhone 16上,这为该公司带来巨大商机。除了智能手机市场,ARM在汽车和数据中心等其他领域也有广阔的增长前景。 与此同时,ARM公司的股价已涨幅达84%,超过未来两年的预期增长和收益。因此,尽管前景向好,但考虑到当前估值,目前维持中性评级可能更为审慎。</p><p>ARM控股是一家提供处理器知识产权的公司,每当客户(如苹果)使用ARM的处理器知识产权时,都需要向ARM支付使用知识产权的许可费,同时还需要支付使用ARM知识产权生产的每一件产品的版税费用。ARM的IPO文件显示,ARM从客户那里收取的综合版税率约为1.7%,但晨星估计,来自v9许可的版税率约为4.5%,随着ARM v9的广泛采用,综合版税率可能会在本十年末达到5%。</p><p>ARM管理层表示,v9采用率将在2025财年第一季度达到总版税收入的四分之一,而在2024财年第四季度为五分之一。此外,管理层还透露,智能手机收入同比增长50%,增速快于公司39%的合并收入增长至9.39亿美元的2025财年第一季度。值得注意的是,智能手机占ARM版税收入的35%以上,这使其成为ARM最重要的最终用户市场之一。因此,苹果iPhone需求强劲的任何迹象都应该受到ARM及其投资者的重视。</p><p>ARM也正从泛AI市场中获益。越来越多的企业和超大规模数据中心正在授权ARM的知识产权来设计自定义处理器,导致长期协议(LTA)不断扩展和深化,同时年合同价值(ACV)也在强劲增长。这应该有助于ARM的ACV保持强劲的双位数增长。</p><p>但令人遗憾的是,ARM的股票定价似乎已经反映了所有近期催化剂,导致目前股价较目标水平有13-15%的下行空间。此外,半导体市场许多领域的周期性放缓,以及个人电脑和智能手机行业预计将放缓,也可能会给ARM带来额外压力。因此,密切关注iPhone和智能手机的需求以及个人电脑出货量至关重要。</p><p>总的来说,尽管ARM拥有多个增长潜力,但以iPhone需求为主导的智能手机仍是最近期的关键推动因素,可能会影响ARM的前景。同时,来自数据中心和汽车等其他终端市场的增长将进一步推动ARM的发展。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4579":"人工智能","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4548":"巴美列捷福持仓","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" 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ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160843591","content_text":"随着iPhone 16即将上市,ARM公司对其出货量寄予厚望。作为iPhone处理器的知识产权授权商,ARM公司将从苹果iPhone需求的复苏中获益。 数据显示,iPhone16出货量有望达到约8800万台的水平。这不仅可能使苹果今年的iPhone出货量增加10%,还可能使其明年超过2021年创下的2.34亿部的历史峰值。这对ARM公司来说意味着可观的版税收入增长。 ARM公司最新一代V9芯片技术已被采用在iPhone 16上,这为该公司带来巨大商机。除了智能手机市场,ARM在汽车和数据中心等其他领域也有广阔的增长前景。 与此同时,ARM公司的股价已涨幅达84%,超过未来两年的预期增长和收益。因此,尽管前景向好,但考虑到当前估值,目前维持中性评级可能更为审慎。ARM控股是一家提供处理器知识产权的公司,每当客户(如苹果)使用ARM的处理器知识产权时,都需要向ARM支付使用知识产权的许可费,同时还需要支付使用ARM知识产权生产的每一件产品的版税费用。ARM的IPO文件显示,ARM从客户那里收取的综合版税率约为1.7%,但晨星估计,来自v9许可的版税率约为4.5%,随着ARM v9的广泛采用,综合版税率可能会在本十年末达到5%。ARM管理层表示,v9采用率将在2025财年第一季度达到总版税收入的四分之一,而在2024财年第四季度为五分之一。此外,管理层还透露,智能手机收入同比增长50%,增速快于公司39%的合并收入增长至9.39亿美元的2025财年第一季度。值得注意的是,智能手机占ARM版税收入的35%以上,这使其成为ARM最重要的最终用户市场之一。因此,苹果iPhone需求强劲的任何迹象都应该受到ARM及其投资者的重视。ARM也正从泛AI市场中获益。越来越多的企业和超大规模数据中心正在授权ARM的知识产权来设计自定义处理器,导致长期协议(LTA)不断扩展和深化,同时年合同价值(ACV)也在强劲增长。这应该有助于ARM的ACV保持强劲的双位数增长。但令人遗憾的是,ARM的股票定价似乎已经反映了所有近期催化剂,导致目前股价较目标水平有13-15%的下行空间。此外,半导体市场许多领域的周期性放缓,以及个人电脑和智能手机行业预计将放缓,也可能会给ARM带来额外压力。因此,密切关注iPhone和智能手机的需求以及个人电脑出货量至关重要。总的来说,尽管ARM拥有多个增长潜力,但以iPhone需求为主导的智能手机仍是最近期的关键推动因素,可能会影响ARM的前景。同时,来自数据中心和汽车等其他终端市场的增长将进一步推动ARM的发展。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":1,"ARM":1,"L":0.6}},"isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336361459151096,"gmtCreate":1723157348590,"gmtModify":1723167399686,"author":{"id":"3568869656796003","authorId":"3568869656796003","name":"huimingkjm","avatar":"https://static.tigerbbs.com/802f4a1dc5f103df02f0aa620ca773de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568869656796003","authorIdStr":"3568869656796003"},"themes":[],"htmlText":"<a 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