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言言lin

言言lin

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08-25

$蔚来-SW(09866)$ 奇了怪了。乐道大卖，es8降价，这些事能补李斌亏了的1000多亿吗。还有李斌在，蔚来就会一直亏。看看es8的毛利先。怎么股价就这么激动。

08-25

$理想汽车-W(02015)$ 理想没问题的。

09-30

Replying to @笑谈词穷:优秀//@笑谈词穷:我守了四年了，从19到8.5又到现在54，表示毫无压力，再守两年等上80

08-25

dd是什么

抱歉，原内容已删除

04-02

$锅圈(02517)$ 财报遮遮掩掩，全年关店多少开店多少都没有，更别说加盟店的收入是多少了。64.7亿营收中向加盟商销售54.45亿。对应10135个加盟店，单店销售53.7万。这里面还没分哪些是设备哪些是货物销售（财报遮遮掩掩写不出来）。53.7万一年，一个月44770。一个月营业额六七万的店能赚钱？这票也能涨？请了一堆财经号拉价的骗子

03-19

$奈雪的茶(02150)$ 绝对的跌

去老虎APP查看更多动态

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理想没问题的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471323566714984","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471396098527304,"gmtCreate":1756087209026,"gmtModify":1756087569393,"author":{"id":"3572390736850214","authorId":"3572390736850214","name":"言言lin","avatar":"https://static.tigerbbs.com/c315fafe1f644c10c9c3807849a7ca11","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572390736850214","authorIdStr":"3572390736850214"},"themes":[],"htmlText":"dd是什么","listText":"dd是什么","text":"dd是什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471396098527304","repostId":"2542858985","repostType":2,"repost":{"id":"2542858985","kind":"news","pubTimestamp":1749640916,"share":"https://www.laohu8.com/m/news/2542858985?lang=&edition=full","pubTime":"2025-06-11 19:21","market":"sh","language":"zh","title":"季度业绩前瞻 | 海尔智家：增长稳健，海外市场领先，预测第二季度净利润62.42亿元，同比变动10.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2542858985","media":"朝阳永续","summary":"截至2025年06月11日，根据朝阳永续季度业绩前瞻数据：预测净利润62.42亿元，同比变动10.4%。在国内，海尔智家高端产品增长迅速，尽管低端产品市场竞争加剧。在美国市场，海尔智家预计将继续超越行业增长，同时通过在第一季度提高价格来维持稳定的利润率。公司还预计未来资本支出将降低，同时提高股息支付比例。","content":"<html><body><article><p>关注公众号查看更多个股业绩前瞻</p><p>1.<a href=\"https://laohu8.com/S/600690\">海尔智家</a>第二季度业绩预期怎么样？</p><p>截至2025年06月11日，根据朝阳永续季度业绩前瞻数据：</p><p>预测<span>净利润</span>62.42亿元，同比变动10.4%。</p><p>关注后续财报数据披露后能否超预期，朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/lHqdfia6w1fa1u2fdBVPZet9JAjicQ2ibWOEJKfE6ibVfLsyA2HYbgugX2MLtjgHDCxKqaE0JHIy6WoicgnlLpQez1Q/640?wx_fmt=png&amp;from=appmsg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250611192633688v163qovq9zips9o\"/><p>2.<a href=\"https://laohu8.com/S/06690\">海尔智家</a>最新卖方观点</p><p>高盛集团（GoldmanSachs）认为：海尔智家在6月9日的消费者与休闲企业<a href=\"https://laohu8.com/S/002593\">日上</a>展示了其2025年的业务展望。公司预计2025年收入和利润将分别增长HSD-DD%和DD%，其中国内和海外市场的收入增长预期分别为MSD-HSD%和DD%。在美国市场，海尔智家预计将继续<a href=\"https://laohu8.com/S/301049\">超越</a>行业增长，同时在一季度已经启动了价格上调以保持稳定的利润率。</p><p>在欧洲市场，公司看到了连续的改善，并预计利润率有进一步扩张的潜力。在新兴市场，海尔智家看到了更多的增长机会。在国内，海尔智家高端产品增长迅速，尽管低端产品市场竞争加剧。公司还预计<a href=\"https://laohu8.com/S/600532\">未来</a>资本支出将降低，同时提高股息支付比例至至少50%，并可能进行<span>股票回购</span>。</p><p>分业务来说：</p><p>1) 海外市场增长：海尔智家在美国市场维持行业领先，通过提价保持利润率稳定，并在欧洲市场实现连续改善，预计利润率有扩张潜力。</p><p>2) 国内高端产品增长：海尔智家高端品牌卡萨帝在4-5月实现了DD%的增长，公司空调业务市场份额增长，预计利润率将因成本改善而保持稳定。</p><p>3) 资本支出和股东回报：海尔智家预计资本支出将减少，股息支付比例至少提高至50%，并可能进行股票回购。</p><p>高盛集团（GoldmanSachs）认为：海尔智家在6月9日的消费者与休闲企业日上展示了其2025年的业务展望。公司预计2025年收入和利润将分别实现HSD-DD%和DD%的增长，这一增长预期得到了国内外市场增长的支持。在美国市场，海尔智家预计将继续超越行业增长，同时通过在第一季度提高价格来维持稳定的利润率。在欧洲市场，公司看到了连续的改善，并预计利润率有进一步扩张的潜力。在新兴市场，海尔智家看到了增长的积极前景。在国内，海尔智家实现了年度增长目标，高端产品增长迅速，尽管低端产品面临更激烈的竞争。公司还预计未来资本支出将降低，同时提高股息支付比例。</p><p>（注：本文相关盈利预测数据均来自朝阳永续盈利预测数据库）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>季度业绩前瞻 | 海尔智家：增长稳健，海外市场领先，预测第二季度净利润62.42亿元，同比变动10.4%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n季度业绩前瞻 | 海尔智家：增长稳健，海外市场领先，预测第二季度净利润62.42亿元，同比变动10.4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-11 19:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250611192638a7039d91&s=b><strong>朝阳永续</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关注公众号查看更多个股业绩前瞻1.海尔智家第二季度业绩预期怎么样？截至2025年06月11日，根据朝阳永续季度业绩前瞻数据：预测净利润62.42亿元，同比变动10.4%。关注后续财报数据披露后能否超预期，朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。2.海尔智家最新卖方观点高盛集团（GoldmanSachs）认为：海尔智家在6月9日的消费者与休闲企业日上展示了其2025年的业务展望。公司预计...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250611192638a7039d91&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600690":"海尔智家","06690":"海尔智家"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250611192638a7039d91&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542858985","content_text":"关注公众号查看更多个股业绩前瞻1.海尔智家第二季度业绩预期怎么样？截至2025年06月11日，根据朝阳永续季度业绩前瞻数据：预测净利润62.42亿元，同比变动10.4%。关注后续财报数据披露后能否超预期，朝阳永续A股季度业绩前瞻数据将为投资者提供业绩鉴定。2.海尔智家最新卖方观点高盛集团（GoldmanSachs）认为：海尔智家在6月9日的消费者与休闲企业日上展示了其2025年的业务展望。公司预计2025年收入和利润将分别增长HSD-DD%和DD%，其中国内和海外市场的收入增长预期分别为MSD-HSD%和DD%。在美国市场，海尔智家预计将继续超越行业增长，同时在一季度已经启动了价格上调以保持稳定的利润率。在欧洲市场，公司看到了连续的改善，并预计利润率有进一步扩张的潜力。在新兴市场，海尔智家看到了更多的增长机会。在国内，海尔智家高端产品增长迅速，尽管低端产品市场竞争加剧。公司还预计未来资本支出将降低，同时提高股息支付比例至至少50%，并可能进行股票回购。分业务来说：1) 海外市场增长：海尔智家在美国市场维持行业领先，通过提价保持利润率稳定，并在欧洲市场实现连续改善，预计利润率有扩张潜力。2) 国内高端产品增长：海尔智家高端品牌卡萨帝在4-5月实现了DD%的增长，公司空调业务市场份额增长，预计利润率将因成本改善而保持稳定。3) 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