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小蝌 蚪
2023-04-03
吃屎吧,交银!
抱歉,原内容已删除
小蝌 蚪
2023-03-23
腾讯财报猫腻诸多,马上快4月份了才编造好去年四季度的财报!目的就是伪造个好的财报让股价大涨,联合各大机构诈骗散户的财富
抱歉,原内容已删除
小蝌 蚪
2023-03-01
阿里巴巴只这么点钱真的合理吗。国内营收第一民营巨头!腾讯早就停止增长
抱歉,原内容已删除
小蝌 蚪
2023-01-12
南非公司马上清仓
腾讯股价大涨:市值升至全球第8 超4635亿美元
小蝌 蚪
2022-12-30
腾讯太看重股价了
腾讯12月30日继续回购,年内累计回购超9000万股
小蝌 蚪
2022-12-29
腾讯控股处在历史高位,危险!价格对半才是合理估值
抱歉,原内容已删除
小蝌 蚪
2022-12-17
让马斯克去狂!
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小蝌 蚪
2022-12-15
马斯克才是见钱大王!真正的套现之王
市场消息:马斯克出售了至少35.8亿美元的特斯拉股票
小蝌 蚪
2022-12-09
都学马云的智慧
抱歉,原内容已删除
小蝌 蚪
2022-11-28
我就说嘛,未来几年看拼多多,淘宝不行了,京东更是没它什么事
拼多多Q3营收355亿,同比增长65%!研发费用创新高
小蝌 蚪
2022-11-18
腾讯现在唯一比阿里强的就是投资的上市公司比阿里投资的强,不过这也是靠腾讯变卖全国微信用户来的
抱歉,原内容已删除
小蝌 蚪
2022-11-14
为什么京东没有云计算,没有全球化都能被机构一致看好。如果阿里只能值2000亿美金,那我觉得京东只能值200亿,因为它就是个网络版的高鑫零售!
财报前瞻 | 绩前机构一致唱好!“跌不停”的阿里价值重估在即?
小蝌 蚪
2022-10-28
一般人跟我一样,京东可有可无!但是淘宝和拼多多必须用,京东哪来的价值?而现在互联网科技股普遍泡沫时期,阿里和腾讯都已经处于历史性超低价位的时候京东和美团却仍然处于历史高位。看懂的人都知道京东还将再跌百分之80才符合它的自身价值
港股异动 | 京东集团-SW(09618)大涨9% 天风指双11京东GMV料迎进一步突破
小蝌 蚪
2022-10-26
腾讯的狗托-段永平,这点把戏真丢人!
又加仓了!段永平年内第六次买入腾讯,拐点将至?回购力度也"翻倍",已斥资245亿
小蝌 蚪
2022-10-26
我想买却不知道怎么买
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小蝌 蚪
2022-09-29
阿里巴巴涨起来涨不赢同行和竞争对手,跌起来一定要远超他们
瑞穗:重申对阿里巴巴买入评级 目标价160美元
小蝌 蚪
2022-09-27
$阿里巴巴-SW(09988)$
阿里巴巴真的是太弱了,大家都猛涨的时候它却涨不动,或者只涨一点点。大家都跌的时候它跌的幅度最大最猛。有种烂泥扶不上墙的感觉,我感觉这些买阿里的人太不团结了眼光太差了
小蝌 蚪
2022-09-23
阿里都跌回了8年前的低位怎么没人说?腾讯应该跌到比阿里更低才是合理估值
抱歉,原内容已删除
小蝌 蚪
2022-09-15
腾讯尽是提供些没什么卵用的服务
抱歉,原内容已删除
小蝌 蚪
2022-08-11
正确评级
Jefferies:维持阿里巴巴买入评级,香港上市股票目标价为224港元,美国上市股票目标价为230美元
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src=\"https://img13.360buyimg.com/n0/s200x200_jfs/t1/58734/29/21127/38378/63bbb3b2F55926397/d3d6b9b90ad287e8.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>1月12日消息,据悉,<span>据全球上市公司市值排行网CompaniesMarketCap(公司市值)数据显示,<a href=\"https://laohu8.com/S/00700\">腾讯</a>股价大涨,市值达4635.3亿美元,目前位列第8位,仅次于维萨,重新挺进全球上市公司市值排行榜Top 10。</span></p><div><div><p><span></span><img src=\"https://img13.360buyimg.com/n0/s200x200_jfs/t1/58734/29/21127/38378/63bbb3b2F55926397/d3d6b9b90ad287e8.jpg\"/></p><p><strong>小米13 徕卡光学镜头 第二代骁龙8处理器 超窄边屏幕 120Hz高刷 67W快充 12+256GB 黑色 5G手机</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥4599元</p><p>进入购买</p></div></div><p><span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s931x584/g7/M00/0A/0A/ChMkK2O_mY6ISPJtAASYTNAuLMYAALpxQMblKoABJhk051.png\"/></span></p><p><span>虽然挺进了公司市值排行榜Top 10,但目前腾讯目前的市值还不如巅峰时期的一半。2021年1月腾讯市值最高触及9490亿美元,距离万亿美元市值俱乐部仅一步之遥。腾讯超越<a href=\"https://laohu8.com/S/TSM\">台积电</a>成为亚洲最具价值的公司。腾讯将保持前十的位置多久也未可知,感兴趣的小伙伴可以继续关注。</span></p><p>本文属于原创文章,如若转载,请注明来源:腾讯股价大涨:市值升至全球第8 超4635亿美元https://news.zol.com.cn/810/8105888.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签:</span>手机</div><div>\n<span itemprop=\"url\">https://news.zol.com.cn/810/8105888.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/810/8105888.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">568</span>\n<span itemprop=\"description\">1月12日消息,据悉,据全球上市公司市值排行网CompaniesMarketCap(公司市值)数据显示,腾讯股价大涨,市值达4635.3亿美元,目前位列第8位,仅次于维萨,重新挺进全球上市公司市值排行榜Top 10。小米13 徕卡光学镜头 第二代骁龙8处理器 超窄边屏幕 120Hz高刷 67W快充 1...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯股价大涨:市值升至全球第8 超4635亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-12 13:29 北京时间 <a href=http://news.zol.com.cn/810/8105888.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月12日消息,据悉,据全球上市公司市值排行网CompaniesMarketCap(公司市值)数据显示,腾讯股价大涨,市值达4635.3亿美元,目前位列第8位,仅次于维萨,重新挺进全球上市公司市值排行榜Top 10。小米13 徕卡光学镜头 第二代骁龙8处理器 超窄边屏幕 120Hz高刷 67W快充 12+256GB 黑色 5G手机[经销商] 京东商城[产品售价] ¥4599元进入购买虽然挺进了公司...</p>\n\n<a href=\"http://news.zol.com.cn/810/8105888.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","BK1521":"挪威政府全球养老基金持仓","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK4077":"互动媒体与服务","BK1526":"科网股","LU0370786039.SGD":"Fidelity Greater China 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ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC"},"source_url":"http://news.zol.com.cn/810/8105888.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302859385","content_text":"1月12日消息,据悉,据全球上市公司市值排行网CompaniesMarketCap(公司市值)数据显示,腾讯股价大涨,市值达4635.3亿美元,目前位列第8位,仅次于维萨,重新挺进全球上市公司市值排行榜Top 10。小米13 徕卡光学镜头 第二代骁龙8处理器 超窄边屏幕 120Hz高刷 67W快充 12+256GB 黑色 5G手机[经销商] 京东商城[产品售价] ¥4599元进入购买虽然挺进了公司市值排行榜Top 10,但目前腾讯目前的市值还不如巅峰时期的一半。2021年1月腾讯市值最高触及9490亿美元,距离万亿美元市值俱乐部仅一步之遥。腾讯超越台积电成为亚洲最具价值的公司。腾讯将保持前十的位置多久也未可知,感兴趣的小伙伴可以继续关注。本文属于原创文章,如若转载,请注明来源:腾讯股价大涨:市值升至全球第8 超4635亿美元https://news.zol.com.cn/810/8105888.html\n纠错与问题建议标签:手机\nhttps://news.zol.com.cn/810/8105888.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttps://news.zol.com.cn/810/8105888.html\nreport\n568\n1月12日消息,据悉,据全球上市公司市值排行网CompaniesMarketCap(公司市值)数据显示,腾讯股价大涨,市值达4635.3亿美元,目前位列第8位,仅次于维萨,重新挺进全球上市公司市值排行榜Top 10。小米13 徕卡光学镜头 第二代骁龙8处理器 超窄边屏幕 120Hz高刷 67W快充 1...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621556909,"gmtCreate":1672399176201,"gmtModify":1672399178131,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 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18:01","market":"hk","language":"zh","title":"腾讯12月30日继续回购,年内累计回购超9000万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1124676542","media":"老虎资讯综合","summary":"累计耗资超337亿港元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>公告,于12月30日回购105万股,回购价格为331.6-339.4港元,共耗资约3.53亿港元。</p><p>统计数据显示,腾讯2022年累计回购约9097.86万股,年内回购次数超过百次,累计耗资超337亿港元。</p><p><img src=\"https://static.tigerbbs.com/a634877b245576bb9108f8979a09d637\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></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>腾讯12月30日继续回购,年内累计回购超9000万股</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腾讯12月30日继续回购,年内累计回购超9000万股\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\">2022-12-30 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>公告,于12月30日回购105万股,回购价格为331.6-339.4港元,共耗资约3.53亿港元。</p><p>统计数据显示,腾讯2022年累计回购约9097.86万股,年内回购次数超过百次,累计耗资超337亿港元。</p><p><img src=\"https://static.tigerbbs.com/a634877b245576bb9108f8979a09d637\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124676542","content_text":"腾讯控股公告,于12月30日回购105万股,回购价格为331.6-339.4港元,共耗资约3.53亿港元。统计数据显示,腾讯2022年累计回购约9097.86万股,年内回购次数超过百次,累计耗资超337亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621649704,"gmtCreate":1672281537208,"gmtModify":1672281539215,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 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10:06","market":"us","language":"zh","title":"市场消息:马斯克出售了至少35.8亿美元的特斯拉股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1108742066","media":"老虎资讯综合","summary":"12月15日,市场消息:马斯克出售了至少35.8亿美元的特斯拉股票;美国证交会文件显示:马斯克出售了2200万股特斯拉股票。","content":"<html><head></head><body><p>12月15日,市场消息:马斯克出售了至少35.8亿美元的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票;美国证交会文件显示:马斯克出售了2200万股特斯拉股票。</p><p><img src=\"https://static.tigerbbs.com/8591ce10971225a683fc3e02d7a02bfe\" tg-width=\"1920\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/cb5590d0fcd934127858f2d4f4768c10\" tg-width=\"1920\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/38ea1463023543f246e9752b0cb6dca2\" tg-width=\"1920\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/></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>市场消息:马斯克出售了至少35.8亿美元的特斯拉股票</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; 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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市场消息:马斯克出售了至少35.8亿美元的特斯拉股票\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\">2022-12-15 10:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月15日,市场消息:马斯克出售了至少35.8亿美元的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票;美国证交会文件显示:马斯克出售了2200万股特斯拉股票。</p><p><img src=\"https://static.tigerbbs.com/8591ce10971225a683fc3e02d7a02bfe\" tg-width=\"1920\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/cb5590d0fcd934127858f2d4f4768c10\" tg-width=\"1920\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/38ea1463023543f246e9752b0cb6dca2\" tg-width=\"1920\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108742066","content_text":"12月15日,市场消息:马斯克出售了至少35.8亿美元的特斯拉股票;美国证交会文件显示:马斯克出售了2200万股特斯拉股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557195192211409","authorId":"3557195192211409","name":"Speculator 1","avatar":"https://static.tigerbbs.com/e21d72fd24c19b17fa11b85407d7010a","crmLevel":2,"crmLevelSwitch":1,"idStr":"3557195192211409","authorIdStr":"3557195192211409"},"content":"还有100亿要卖","text":"还有100亿要卖","html":"还有100亿要卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629595164,"gmtCreate":1670585411958,"gmtModify":1670585413658,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"都学马云的智慧","listText":"都学马云的智慧","text":"都学马云的智慧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629595164","repostId":"2290134471","repostType":2,"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620886954,"gmtCreate":1669643975478,"gmtModify":1669644506022,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"我就说嘛,未来几年看拼多多,淘宝不行了,京东更是没它什么事","listText":"我就说嘛,未来几年看拼多多,淘宝不行了,京东更是没它什么事","text":"我就说嘛,未来几年看拼多多,淘宝不行了,京东更是没它什么事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/620886954","repostId":"1134384847","repostType":2,"repost":{"id":"1134384847","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":1669635117,"share":"https://www.laohu8.com/m/news/1134384847?lang=&edition=full","pubTime":"2022-11-28 19:31","market":"other","language":"zh","title":"拼多多Q3营收355亿,同比增长65%!研发费用创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1134384847","media":"老虎资讯综合","summary":"11月28日,拼多多盘前发布财报,财报显示:拼多多2022年Q3营收为355.04亿元,同比增长65%。市场预期为309.37亿元,去年同期为215.06亿元。Q3经调整净利润为124.47亿元,去年","content":"<html><head></head><body><p>11月28日,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前发布财报,财报显示:拼多多2022年Q3营收为355.04亿元,同比增长65%。市场预期为309.37亿元,去年同期为215.06亿元。</p><p>Q3经调整净利润为124.47亿元,去年同期经调整净利润为31.5亿元,同比增长295%;</p><p>Q3净利润为105.88亿元,同比增长546%;</p><p>Q3营业利润为104.36亿元,同比增长388%。<img src=\"https://static.tigerbbs.com/84753aae85807cefe5205fb2d78507ac\" tg-width=\"1721\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/785ec5a6a6051103f58bfece9d0790ef\" tg-width=\"1461\" tg-height=\"898\" referrerpolicy=\"no-referrer\"/>三季度,拼多多继续加大技术创新投入。在美国通用会计准则下,本季度研发费用同比增长11.4%,达27.0亿元,创历史新高。</p><p>拼多多董事长兼首席执行官陈磊表示,“我们将继续扎根实业,加大科技研发投入,帮助农村实体发展。与此同时,将进一步助力供应链提效,服务制造业数字化发展,推动供给侧升级。”</p><p>财报发布后,拼多多盘前涨超14%。</p><p><img src=\"https://static.tigerbbs.com/9f846471902f1cc7f7c28c3825f79f7c\" tg-width=\"812\" tg-height=\"701\" referrerpolicy=\"no-referrer\"/></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>拼多多Q3营收355亿,同比增长65%!研发费用创新高 </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拼多多Q3营收355亿,同比增长65%!研发费用创新高 \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\">2022-11-28 19:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月28日,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前发布财报,财报显示:拼多多2022年Q3营收为355.04亿元,同比增长65%。市场预期为309.37亿元,去年同期为215.06亿元。</p><p>Q3经调整净利润为124.47亿元,去年同期经调整净利润为31.5亿元,同比增长295%;</p><p>Q3净利润为105.88亿元,同比增长546%;</p><p>Q3营业利润为104.36亿元,同比增长388%。<img src=\"https://static.tigerbbs.com/84753aae85807cefe5205fb2d78507ac\" tg-width=\"1721\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/785ec5a6a6051103f58bfece9d0790ef\" tg-width=\"1461\" tg-height=\"898\" referrerpolicy=\"no-referrer\"/>三季度,拼多多继续加大技术创新投入。在美国通用会计准则下,本季度研发费用同比增长11.4%,达27.0亿元,创历史新高。</p><p>拼多多董事长兼首席执行官陈磊表示,“我们将继续扎根实业,加大科技研发投入,帮助农村实体发展。与此同时,将进一步助力供应链提效,服务制造业数字化发展,推动供给侧升级。”</p><p>财报发布后,拼多多盘前涨超14%。</p><p><img src=\"https://static.tigerbbs.com/9f846471902f1cc7f7c28c3825f79f7c\" tg-width=\"812\" tg-height=\"701\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02aa9153f4386a08c2cbc79999550248","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134384847","content_text":"11月28日,拼多多盘前发布财报,财报显示:拼多多2022年Q3营收为355.04亿元,同比增长65%。市场预期为309.37亿元,去年同期为215.06亿元。Q3经调整净利润为124.47亿元,去年同期经调整净利润为31.5亿元,同比增长295%;Q3净利润为105.88亿元,同比增长546%;Q3营业利润为104.36亿元,同比增长388%。三季度,拼多多继续加大技术创新投入。在美国通用会计准则下,本季度研发费用同比增长11.4%,达27.0亿元,创历史新高。拼多多董事长兼首席执行官陈磊表示,“我们将继续扎根实业,加大科技研发投入,帮助农村实体发展。与此同时,将进一步助力供应链提效,服务制造业数字化发展,推动供给侧升级。”财报发布后,拼多多盘前涨超14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":6080,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480624725606219","authorId":"3480624725606219","name":"哈奇士变身牛魔王","avatar":"https://static.tigerbbs.com/8193b2711b8209be66deedd68471006c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3480624725606219","authorIdStr":"3480624725606219"},"content":"现在几乎都从拼多多购物了,水果,厨卫用品,一些实用的杂七杂八的东西都从请多多买,淘宝也就买买衣服,手机家电都从京东买","text":"现在几乎都从拼多多购物了,水果,厨卫用品,一些实用的杂七杂八的东西都从请多多买,淘宝也就买买衣服,手机家电都从京东买","html":"现在几乎都从拼多多购物了,水果,厨卫用品,一些实用的杂七杂八的东西都从请多多买,淘宝也就买买衣服,手机家电都从京东买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667668128,"gmtCreate":1668761415564,"gmtModify":1668761535808,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"腾讯现在唯一比阿里强的就是投资的上市公司比阿里投资的强,不过这也是靠腾讯变卖全国微信用户来的","listText":"腾讯现在唯一比阿里强的就是投资的上市公司比阿里投资的强,不过这也是靠腾讯变卖全国微信用户来的","text":"腾讯现在唯一比阿里强的就是投资的上市公司比阿里投资的强,不过这也是靠腾讯变卖全国微信用户来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667668128","repostId":"2284723664","repostType":2,"isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667086157,"gmtCreate":1668433252279,"gmtModify":1668433714175,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"为什么京东没有云计算,没有全球化都能被机构一致看好。如果阿里只能值2000亿美金,那我觉得京东只能值200亿,因为它就是个网络版的高鑫零售!","listText":"为什么京东没有云计算,没有全球化都能被机构一致看好。如果阿里只能值2000亿美金,那我觉得京东只能值200亿,因为它就是个网络版的高鑫零售!","text":"为什么京东没有云计算,没有全球化都能被机构一致看好。如果阿里只能值2000亿美金,那我觉得京东只能值200亿,因为它就是个网络版的高鑫零售!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667086157","repostId":"1106322144","repostType":2,"repost":{"id":"1106322144","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":1668063710,"share":"https://www.laohu8.com/m/news/1106322144?lang=&edition=full","pubTime":"2022-11-10 15:01","market":"hk","language":"zh","title":"财报前瞻 | 绩前机构一致唱好!“跌不停”的阿里价值重估在即?","url":"https://stock-news.laohu8.com/highlight/detail?id=1106322144","media":"老虎资讯综合","summary":"摘要:绩前,阿里获机构“齐声”唱好!从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位。彭博预计阿里2QFY23营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。","content":"<html><head></head><body><blockquote><b>摘要:</b><b>绩前,阿里获机构“齐声”唱好!从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位。彭博预计阿里2QFY23营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。</b></blockquote><p>阿里巴巴将于11月17日发布2023财年第二季度业绩,根据彭博一致预期,阿里巴巴2023财年第二季度营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。<img src=\"https://static.tigerbbs.com/1bfc584e665e0bd56de2b48fad1c2d3f\" tg-width=\"983\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>基本盘是否稳定?解析阿里三大核心赛道</b></blockquote><p>在经历去年的大跌之后,阿里巴巴股价仍然从年初至今已下跌超40%,有些投资者怀疑,是不是阿里巴巴核心业务出了什么问题?要判断阿里的基本盘是否稳定,需要从其三大主赛道的基本面、布局、挑战和未来发展潜力入手。(<b>阿里的三条主赛道:消费、云计算和全球化)</b><img src=\"https://static.tigerbbs.com/1ddad421bc8aee2f87bcaa2890df25b1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>核心电商:传统优势在夯实,新优势在构建</b></p><p>电商是阿里的核心业务,在营收占比约七成。面临外部的不确定性,阿里电商基本盘的稳健,一方面体现在传统优势在夯实,包括其消费者心智强,商业效率高,供给最丰富;另一方面源自新的优势在构建,包括增强供应链能力建设,内容化持续进展,消费体验在提升等带来的增量势能。在国内消费复苏、尤其是线上消费发展强劲的背景下,淘系将进一步成为商家经营主阵地,进而激发更多潜力、发挥出更多商业价值。</p><p>如今对于主播与商家而言,淘系正在形成“从交易到消费”的一个生态,最大化提升客群质量和消费者黏性,而非一个单纯的销售平台。这是与其他市场玩家最不同的地方。</p><p>淘系生态的优势在于用户全生命周期的价值最大化。这背后与其长期能力积累息息相关。在上一季的财报分析师电话会上,阿里巴巴集团董事会主席兼首席执行官张勇直言不讳:<b>直播是技术,电商是产业。</b></p><p><b>从GMV看,经历了过去两个季度的承压下跌,机构普遍预测将有边际复苏。</b></p><p>在直播成为电商增量战场的当下,淘宝对不同量级的主播、达人的高吸引力成为其生态的另一发展势能。与抖音、快手相比,淘宝布局直播最早,客户群体数量最大、转化率也最高。双11之前,罗永浩、俞敏洪等达人及主播悉数在淘宝开播。头部高人气主播对成交额带来了直观而明显的拉动作用。预售首小时,102个品牌成交额过亿元,3000个品牌成交额翻倍增长。</p><p>淘宝直播的腰部主播、新主播也出现了很大的增量,预售引导金额分别有365%、684%同比增长;直播机构的预售引导金额,也有165%的同比增长。</p><p><b>新业务方面阿里也在持续降本增效、寻求增量。</b>2022年6月份季度业绩显示,淘宝及淘特上M2C(工厂直接面向消费者)商品产生的支付GMV同比增长超过40%。社区电商品牌淘菜菜则通过迅速进驻人口密度较高且具有可观购买力的地区,在6月份季度GMV同比增长超过200%。</p><p>这些数据都显示出,淘系聚焦不同消费群体在进行用户分层、分类运营,接下来,多元消费矩阵将促进不同消费群体钱包份额的增长,进一步带来客群的拓展和黏性提高。</p><p>外部来看,国内消费正在复苏,淘宝天猫平台将看到更多商业确定性与增长潜力。国家统计局数据显示,今年前三季度,社会消费品零售总额同比增长0.7%。其中,全国实物商品网上零售额同比增长6.1%,增速明显快于社会消费品零售总额。</p><p>四季度开始,全国多地出台了各方面的促消费政策,包括新能源车、绿色智能家电、加大线上促销力度等。例如,上海宣布以2亿元财政补贴范围覆盖电冰箱、电视机、洗碗机等八大类一级能效家电。</p><p>被压制的消费潜力已经在释放。今年天猫双11甫一开售,仅用时1秒,消费者就买走了10个亿的iPhone手机,首小时超过去年双11全天。家电方面,以海尔为例,在天猫开卖仅5分钟,销售额破10亿,足见天猫的爆发效率远超同行。</p><p><b>云计算等待价值实现</b></p><p>在阿里的三条主赛道中,云计算与其未来的增长息息相关。随着数字化技术的深化发展和企业上云的进一步拓展,阿里云的先发优势和技术竞争力十分明显,短期需求波动后,将借助结构的持续优化对收入和估值形成重要贡献。</p><p>阿里云对于阿里的未来增长贡献可以参考AWS之于亚马逊。2022年二季度,亚马逊AWS的收入为197亿美元,同比增长33%;而阿里云业务季度收入同比增长10%至176.85亿元,连续7个季度实现盈利。</p><p>行业研究机构Gartner数据显示,2021年全球云计算市场增长到了908.9亿美元的规模。这意味着无论是始于2002年的AWS,还是创建于2009年的阿里云,都仍有着巨大的发展空间和扩张潜力,收入和利润的增长空间很大。</p><p>Gartner发布的2021年全球云计算IaaS市场份额数据还显示,阿里云排名全球第三,仅在亚马逊、<a href=\"https://laohu8.com/S/MSFT.US\">微软</a>之后,市场份额为9.55%,连续六年实现份额增长;同时,阿里云排名亚太市场第一,市场份额为25.53%。</p><p>从AWS的客户分布来看,其客户构成横跨酒店和旅行、媒体娱乐、电信、金融服务、医疗、制造、能源等各个行业,今年二季度官宣的新客户就包括<a href=\"https://laohu8.com/S/DAL.US\">达美航空</a>、英国最大的电信公司BT(大英电信)以及华尔街知名投行杰富瑞。</p><p>回看阿里云,二季度,阿里云来自非互联网行业的客户收入占总收入的比例达到53%,较去年同期上升超5个百分点。<b>多家机构认为,对阿里云而言,来自非互联网行业的收入增长以及潜在的国际扩张可以为长期增长提供动力。</b></p><p>11月4日的2022云栖大会云原生数据库峰会上,相关数据库负责人表示,中国人寿使用阿里云自研的PolarDB数据库,已经支撑公司数十套金融核心系统,实现了关键核心技术的敏捷可控。随着阿里云在产品丰富度、行业覆盖度、性能等方面的不断提升,更多企业的上云需求得到充分释放,云计算将给阿里的利润增长、业务拓展等带来更加深远的影响。</p><p>从底层逻辑来说,云计算的发展离不开长期技术的投入和不断革新突破,阿里通过率先自研CPU芯片、升级功效,在技术方面拥有较雄厚的资源和优势。今年9月,阿里宣布向云计算部门投资10亿美元,这笔投资是向对其未来增长至关重要的部分业务注入了关键资金,华尔街认为,近年来阿里在云计算领域的投入已使其建立起与亚马逊和微软(MSFT)相媲美的业务。</p><p>2021年云栖大会,阿里平头哥发布首颗自研CPU芯片倚天710,该芯片针对云场景研发,同时兼顾了性能与易用性;到了今年的云栖大会,阿里宣布倚天710已大规模应用,阿里云未来两年20%的新增算力将使用自研CPU,这是阿里算力攻坚的重要突破。</p><p>目前,倚天710已在阿里云数据中心大规模部署,并以云的形式服务阿里巴巴和多家互联网科技公司,算力性价比提升超30%,单位算力功耗降低60%。</p><p><b>出海,重要的引擎之一!</b></p><p>新的增长故事中,出海也是重要的引擎之一。今年二季度,阿里的国际业务中,国际零售商业业务收入为105.24亿元;跨境电商Lazada在东南亚的订单录得10%的同比增长;IaaS市场也在不断向外延伸,5月20日,阿里云宣布位于泰国的云数据中心正式启用,这是阿里云在东南亚的第10座数据中心。至此,阿里云在全球27个地域运营着84个可用区。</p><p>东南亚始终是阿里的出海前沿,也用实际的增长证明了其业务上的发展潜力。在2021阿里巴巴投资者日上,阿里云智能总裁张建锋表示,阿里云的东南亚市场营收增长超60%,这一增速远超国内。今年8月,阿里巴巴以约1亿美元的现金对价收购了印度尼西亚电信运营商PT Smart Telecom(Smartfren)6%的股份,在此基础上迅速进一步介入东南亚这一全球增速最快的数据中心市场。</p><p><span style=\"color:rgba(131,41,34,1);\">综上,从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位,且均在不断投入、持续增长。在外部环境向好、业务稳健增长、利润表现或超预期的背景下,可以期待市场将带来阿里的估值修复和长期价值的兑现,并进而引领中概股整体的价值重估。</span></p><blockquote>绩前,国内机构一致唱好</blockquote><p>国内不少机构对阿里2023财年第二财季的业绩作出预测。<b>国海证券预计</b>,<span style=\"color:rgba(139,43,36,1);\">第二财季阿里将实现总营收2,067亿元(YoY+3%,QoQ+1%),经调整 EBITA同比提升5%至296亿元,经调整 EBITA margin为14%。</span></p><p>具体到细分业务,该机构预计中国商业业务实现营收1,377亿元(YoY+5%,QoQ-3%),中国商业经调整EBITA margin为30%;国际商业业务预计营收155亿元(YoY+3%,QoQ+0%),国际商业经调整EBITA margin为-12%;云计算业务预计营收220亿元(YoY+10%,QoQ+24%),云计算经调整EBITA margin为2%。</p><p><b>安信证券分析,</b>阿里在降本增效、核心电商业务逐步恢复以及新业务持续减亏驱动下调整后EBITA有望重拾增长。<span style=\"color:rgba(139,43,36,1);\">预计公司2QFY23收入同比+3.7%至2082亿元,季度内整体调整后EBITA同比+2.0%至286亿元,维持买入-A评级,美股/港股SOTP目标价至143美元/139港元。</span></p><p><b>东吴证券表示:</b>本季度疫情影响总体减弱,各项业务逐渐恢复,<span style=\"color:rgba(143,44,36,1);\">我们预计阿里巴巴FY2023Q2收入同比上升3.5%达到2077亿元,预计经调整EBITA为297亿元,同比上升6%,Adj-EBITAMargin为14.3%。</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻 | 绩前机构一致唱好!“跌不停”的阿里价值重估在即?</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | 绩前机构一致唱好!“跌不停”的阿里价值重估在即?\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\">2022-11-10 15:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要:</b><b>绩前,阿里获机构“齐声”唱好!从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位。彭博预计阿里2QFY23营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。</b></blockquote><p>阿里巴巴将于11月17日发布2023财年第二季度业绩,根据彭博一致预期,阿里巴巴2023财年第二季度营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。<img src=\"https://static.tigerbbs.com/1bfc584e665e0bd56de2b48fad1c2d3f\" tg-width=\"983\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>基本盘是否稳定?解析阿里三大核心赛道</b></blockquote><p>在经历去年的大跌之后,阿里巴巴股价仍然从年初至今已下跌超40%,有些投资者怀疑,是不是阿里巴巴核心业务出了什么问题?要判断阿里的基本盘是否稳定,需要从其三大主赛道的基本面、布局、挑战和未来发展潜力入手。(<b>阿里的三条主赛道:消费、云计算和全球化)</b><img src=\"https://static.tigerbbs.com/1ddad421bc8aee2f87bcaa2890df25b1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>核心电商:传统优势在夯实,新优势在构建</b></p><p>电商是阿里的核心业务,在营收占比约七成。面临外部的不确定性,阿里电商基本盘的稳健,一方面体现在传统优势在夯实,包括其消费者心智强,商业效率高,供给最丰富;另一方面源自新的优势在构建,包括增强供应链能力建设,内容化持续进展,消费体验在提升等带来的增量势能。在国内消费复苏、尤其是线上消费发展强劲的背景下,淘系将进一步成为商家经营主阵地,进而激发更多潜力、发挥出更多商业价值。</p><p>如今对于主播与商家而言,淘系正在形成“从交易到消费”的一个生态,最大化提升客群质量和消费者黏性,而非一个单纯的销售平台。这是与其他市场玩家最不同的地方。</p><p>淘系生态的优势在于用户全生命周期的价值最大化。这背后与其长期能力积累息息相关。在上一季的财报分析师电话会上,阿里巴巴集团董事会主席兼首席执行官张勇直言不讳:<b>直播是技术,电商是产业。</b></p><p><b>从GMV看,经历了过去两个季度的承压下跌,机构普遍预测将有边际复苏。</b></p><p>在直播成为电商增量战场的当下,淘宝对不同量级的主播、达人的高吸引力成为其生态的另一发展势能。与抖音、快手相比,淘宝布局直播最早,客户群体数量最大、转化率也最高。双11之前,罗永浩、俞敏洪等达人及主播悉数在淘宝开播。头部高人气主播对成交额带来了直观而明显的拉动作用。预售首小时,102个品牌成交额过亿元,3000个品牌成交额翻倍增长。</p><p>淘宝直播的腰部主播、新主播也出现了很大的增量,预售引导金额分别有365%、684%同比增长;直播机构的预售引导金额,也有165%的同比增长。</p><p><b>新业务方面阿里也在持续降本增效、寻求增量。</b>2022年6月份季度业绩显示,淘宝及淘特上M2C(工厂直接面向消费者)商品产生的支付GMV同比增长超过40%。社区电商品牌淘菜菜则通过迅速进驻人口密度较高且具有可观购买力的地区,在6月份季度GMV同比增长超过200%。</p><p>这些数据都显示出,淘系聚焦不同消费群体在进行用户分层、分类运营,接下来,多元消费矩阵将促进不同消费群体钱包份额的增长,进一步带来客群的拓展和黏性提高。</p><p>外部来看,国内消费正在复苏,淘宝天猫平台将看到更多商业确定性与增长潜力。国家统计局数据显示,今年前三季度,社会消费品零售总额同比增长0.7%。其中,全国实物商品网上零售额同比增长6.1%,增速明显快于社会消费品零售总额。</p><p>四季度开始,全国多地出台了各方面的促消费政策,包括新能源车、绿色智能家电、加大线上促销力度等。例如,上海宣布以2亿元财政补贴范围覆盖电冰箱、电视机、洗碗机等八大类一级能效家电。</p><p>被压制的消费潜力已经在释放。今年天猫双11甫一开售,仅用时1秒,消费者就买走了10个亿的iPhone手机,首小时超过去年双11全天。家电方面,以海尔为例,在天猫开卖仅5分钟,销售额破10亿,足见天猫的爆发效率远超同行。</p><p><b>云计算等待价值实现</b></p><p>在阿里的三条主赛道中,云计算与其未来的增长息息相关。随着数字化技术的深化发展和企业上云的进一步拓展,阿里云的先发优势和技术竞争力十分明显,短期需求波动后,将借助结构的持续优化对收入和估值形成重要贡献。</p><p>阿里云对于阿里的未来增长贡献可以参考AWS之于亚马逊。2022年二季度,亚马逊AWS的收入为197亿美元,同比增长33%;而阿里云业务季度收入同比增长10%至176.85亿元,连续7个季度实现盈利。</p><p>行业研究机构Gartner数据显示,2021年全球云计算市场增长到了908.9亿美元的规模。这意味着无论是始于2002年的AWS,还是创建于2009年的阿里云,都仍有着巨大的发展空间和扩张潜力,收入和利润的增长空间很大。</p><p>Gartner发布的2021年全球云计算IaaS市场份额数据还显示,阿里云排名全球第三,仅在亚马逊、<a href=\"https://laohu8.com/S/MSFT.US\">微软</a>之后,市场份额为9.55%,连续六年实现份额增长;同时,阿里云排名亚太市场第一,市场份额为25.53%。</p><p>从AWS的客户分布来看,其客户构成横跨酒店和旅行、媒体娱乐、电信、金融服务、医疗、制造、能源等各个行业,今年二季度官宣的新客户就包括<a href=\"https://laohu8.com/S/DAL.US\">达美航空</a>、英国最大的电信公司BT(大英电信)以及华尔街知名投行杰富瑞。</p><p>回看阿里云,二季度,阿里云来自非互联网行业的客户收入占总收入的比例达到53%,较去年同期上升超5个百分点。<b>多家机构认为,对阿里云而言,来自非互联网行业的收入增长以及潜在的国际扩张可以为长期增长提供动力。</b></p><p>11月4日的2022云栖大会云原生数据库峰会上,相关数据库负责人表示,中国人寿使用阿里云自研的PolarDB数据库,已经支撑公司数十套金融核心系统,实现了关键核心技术的敏捷可控。随着阿里云在产品丰富度、行业覆盖度、性能等方面的不断提升,更多企业的上云需求得到充分释放,云计算将给阿里的利润增长、业务拓展等带来更加深远的影响。</p><p>从底层逻辑来说,云计算的发展离不开长期技术的投入和不断革新突破,阿里通过率先自研CPU芯片、升级功效,在技术方面拥有较雄厚的资源和优势。今年9月,阿里宣布向云计算部门投资10亿美元,这笔投资是向对其未来增长至关重要的部分业务注入了关键资金,华尔街认为,近年来阿里在云计算领域的投入已使其建立起与亚马逊和微软(MSFT)相媲美的业务。</p><p>2021年云栖大会,阿里平头哥发布首颗自研CPU芯片倚天710,该芯片针对云场景研发,同时兼顾了性能与易用性;到了今年的云栖大会,阿里宣布倚天710已大规模应用,阿里云未来两年20%的新增算力将使用自研CPU,这是阿里算力攻坚的重要突破。</p><p>目前,倚天710已在阿里云数据中心大规模部署,并以云的形式服务阿里巴巴和多家互联网科技公司,算力性价比提升超30%,单位算力功耗降低60%。</p><p><b>出海,重要的引擎之一!</b></p><p>新的增长故事中,出海也是重要的引擎之一。今年二季度,阿里的国际业务中,国际零售商业业务收入为105.24亿元;跨境电商Lazada在东南亚的订单录得10%的同比增长;IaaS市场也在不断向外延伸,5月20日,阿里云宣布位于泰国的云数据中心正式启用,这是阿里云在东南亚的第10座数据中心。至此,阿里云在全球27个地域运营着84个可用区。</p><p>东南亚始终是阿里的出海前沿,也用实际的增长证明了其业务上的发展潜力。在2021阿里巴巴投资者日上,阿里云智能总裁张建锋表示,阿里云的东南亚市场营收增长超60%,这一增速远超国内。今年8月,阿里巴巴以约1亿美元的现金对价收购了印度尼西亚电信运营商PT Smart Telecom(Smartfren)6%的股份,在此基础上迅速进一步介入东南亚这一全球增速最快的数据中心市场。</p><p><span style=\"color:rgba(131,41,34,1);\">综上,从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位,且均在不断投入、持续增长。在外部环境向好、业务稳健增长、利润表现或超预期的背景下,可以期待市场将带来阿里的估值修复和长期价值的兑现,并进而引领中概股整体的价值重估。</span></p><blockquote>绩前,国内机构一致唱好</blockquote><p>国内不少机构对阿里2023财年第二财季的业绩作出预测。<b>国海证券预计</b>,<span style=\"color:rgba(139,43,36,1);\">第二财季阿里将实现总营收2,067亿元(YoY+3%,QoQ+1%),经调整 EBITA同比提升5%至296亿元,经调整 EBITA margin为14%。</span></p><p>具体到细分业务,该机构预计中国商业业务实现营收1,377亿元(YoY+5%,QoQ-3%),中国商业经调整EBITA margin为30%;国际商业业务预计营收155亿元(YoY+3%,QoQ+0%),国际商业经调整EBITA margin为-12%;云计算业务预计营收220亿元(YoY+10%,QoQ+24%),云计算经调整EBITA margin为2%。</p><p><b>安信证券分析,</b>阿里在降本增效、核心电商业务逐步恢复以及新业务持续减亏驱动下调整后EBITA有望重拾增长。<span style=\"color:rgba(139,43,36,1);\">预计公司2QFY23收入同比+3.7%至2082亿元,季度内整体调整后EBITA同比+2.0%至286亿元,维持买入-A评级,美股/港股SOTP目标价至143美元/139港元。</span></p><p><b>东吴证券表示:</b>本季度疫情影响总体减弱,各项业务逐渐恢复,<span style=\"color:rgba(143,44,36,1);\">我们预计阿里巴巴FY2023Q2收入同比上升3.5%达到2077亿元,预计经调整EBITA为297亿元,同比上升6%,Adj-EBITAMargin为14.3%。</span></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":"1106322144","content_text":"摘要:绩前,阿里获机构“齐声”唱好!从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位。彭博预计阿里2QFY23营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。阿里巴巴将于11月17日发布2023财年第二季度业绩,根据彭博一致预期,阿里巴巴2023财年第二季度营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。基本盘是否稳定?解析阿里三大核心赛道在经历去年的大跌之后,阿里巴巴股价仍然从年初至今已下跌超40%,有些投资者怀疑,是不是阿里巴巴核心业务出了什么问题?要判断阿里的基本盘是否稳定,需要从其三大主赛道的基本面、布局、挑战和未来发展潜力入手。(阿里的三条主赛道:消费、云计算和全球化)核心电商:传统优势在夯实,新优势在构建电商是阿里的核心业务,在营收占比约七成。面临外部的不确定性,阿里电商基本盘的稳健,一方面体现在传统优势在夯实,包括其消费者心智强,商业效率高,供给最丰富;另一方面源自新的优势在构建,包括增强供应链能力建设,内容化持续进展,消费体验在提升等带来的增量势能。在国内消费复苏、尤其是线上消费发展强劲的背景下,淘系将进一步成为商家经营主阵地,进而激发更多潜力、发挥出更多商业价值。如今对于主播与商家而言,淘系正在形成“从交易到消费”的一个生态,最大化提升客群质量和消费者黏性,而非一个单纯的销售平台。这是与其他市场玩家最不同的地方。淘系生态的优势在于用户全生命周期的价值最大化。这背后与其长期能力积累息息相关。在上一季的财报分析师电话会上,阿里巴巴集团董事会主席兼首席执行官张勇直言不讳:直播是技术,电商是产业。从GMV看,经历了过去两个季度的承压下跌,机构普遍预测将有边际复苏。在直播成为电商增量战场的当下,淘宝对不同量级的主播、达人的高吸引力成为其生态的另一发展势能。与抖音、快手相比,淘宝布局直播最早,客户群体数量最大、转化率也最高。双11之前,罗永浩、俞敏洪等达人及主播悉数在淘宝开播。头部高人气主播对成交额带来了直观而明显的拉动作用。预售首小时,102个品牌成交额过亿元,3000个品牌成交额翻倍增长。淘宝直播的腰部主播、新主播也出现了很大的增量,预售引导金额分别有365%、684%同比增长;直播机构的预售引导金额,也有165%的同比增长。新业务方面阿里也在持续降本增效、寻求增量。2022年6月份季度业绩显示,淘宝及淘特上M2C(工厂直接面向消费者)商品产生的支付GMV同比增长超过40%。社区电商品牌淘菜菜则通过迅速进驻人口密度较高且具有可观购买力的地区,在6月份季度GMV同比增长超过200%。这些数据都显示出,淘系聚焦不同消费群体在进行用户分层、分类运营,接下来,多元消费矩阵将促进不同消费群体钱包份额的增长,进一步带来客群的拓展和黏性提高。外部来看,国内消费正在复苏,淘宝天猫平台将看到更多商业确定性与增长潜力。国家统计局数据显示,今年前三季度,社会消费品零售总额同比增长0.7%。其中,全国实物商品网上零售额同比增长6.1%,增速明显快于社会消费品零售总额。四季度开始,全国多地出台了各方面的促消费政策,包括新能源车、绿色智能家电、加大线上促销力度等。例如,上海宣布以2亿元财政补贴范围覆盖电冰箱、电视机、洗碗机等八大类一级能效家电。被压制的消费潜力已经在释放。今年天猫双11甫一开售,仅用时1秒,消费者就买走了10个亿的iPhone手机,首小时超过去年双11全天。家电方面,以海尔为例,在天猫开卖仅5分钟,销售额破10亿,足见天猫的爆发效率远超同行。云计算等待价值实现在阿里的三条主赛道中,云计算与其未来的增长息息相关。随着数字化技术的深化发展和企业上云的进一步拓展,阿里云的先发优势和技术竞争力十分明显,短期需求波动后,将借助结构的持续优化对收入和估值形成重要贡献。阿里云对于阿里的未来增长贡献可以参考AWS之于亚马逊。2022年二季度,亚马逊AWS的收入为197亿美元,同比增长33%;而阿里云业务季度收入同比增长10%至176.85亿元,连续7个季度实现盈利。行业研究机构Gartner数据显示,2021年全球云计算市场增长到了908.9亿美元的规模。这意味着无论是始于2002年的AWS,还是创建于2009年的阿里云,都仍有着巨大的发展空间和扩张潜力,收入和利润的增长空间很大。Gartner发布的2021年全球云计算IaaS市场份额数据还显示,阿里云排名全球第三,仅在亚马逊、微软之后,市场份额为9.55%,连续六年实现份额增长;同时,阿里云排名亚太市场第一,市场份额为25.53%。从AWS的客户分布来看,其客户构成横跨酒店和旅行、媒体娱乐、电信、金融服务、医疗、制造、能源等各个行业,今年二季度官宣的新客户就包括达美航空、英国最大的电信公司BT(大英电信)以及华尔街知名投行杰富瑞。回看阿里云,二季度,阿里云来自非互联网行业的客户收入占总收入的比例达到53%,较去年同期上升超5个百分点。多家机构认为,对阿里云而言,来自非互联网行业的收入增长以及潜在的国际扩张可以为长期增长提供动力。11月4日的2022云栖大会云原生数据库峰会上,相关数据库负责人表示,中国人寿使用阿里云自研的PolarDB数据库,已经支撑公司数十套金融核心系统,实现了关键核心技术的敏捷可控。随着阿里云在产品丰富度、行业覆盖度、性能等方面的不断提升,更多企业的上云需求得到充分释放,云计算将给阿里的利润增长、业务拓展等带来更加深远的影响。从底层逻辑来说,云计算的发展离不开长期技术的投入和不断革新突破,阿里通过率先自研CPU芯片、升级功效,在技术方面拥有较雄厚的资源和优势。今年9月,阿里宣布向云计算部门投资10亿美元,这笔投资是向对其未来增长至关重要的部分业务注入了关键资金,华尔街认为,近年来阿里在云计算领域的投入已使其建立起与亚马逊和微软(MSFT)相媲美的业务。2021年云栖大会,阿里平头哥发布首颗自研CPU芯片倚天710,该芯片针对云场景研发,同时兼顾了性能与易用性;到了今年的云栖大会,阿里宣布倚天710已大规模应用,阿里云未来两年20%的新增算力将使用自研CPU,这是阿里算力攻坚的重要突破。目前,倚天710已在阿里云数据中心大规模部署,并以云的形式服务阿里巴巴和多家互联网科技公司,算力性价比提升超30%,单位算力功耗降低60%。出海,重要的引擎之一!新的增长故事中,出海也是重要的引擎之一。今年二季度,阿里的国际业务中,国际零售商业业务收入为105.24亿元;跨境电商Lazada在东南亚的订单录得10%的同比增长;IaaS市场也在不断向外延伸,5月20日,阿里云宣布位于泰国的云数据中心正式启用,这是阿里云在东南亚的第10座数据中心。至此,阿里云在全球27个地域运营着84个可用区。东南亚始终是阿里的出海前沿,也用实际的增长证明了其业务上的发展潜力。在2021阿里巴巴投资者日上,阿里云智能总裁张建锋表示,阿里云的东南亚市场营收增长超60%,这一增速远超国内。今年8月,阿里巴巴以约1亿美元的现金对价收购了印度尼西亚电信运营商PT Smart Telecom(Smartfren)6%的股份,在此基础上迅速进一步介入东南亚这一全球增速最快的数据中心市场。综上,从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位,且均在不断投入、持续增长。在外部环境向好、业务稳健增长、利润表现或超预期的背景下,可以期待市场将带来阿里的估值修复和长期价值的兑现,并进而引领中概股整体的价值重估。绩前,国内机构一致唱好国内不少机构对阿里2023财年第二财季的业绩作出预测。国海证券预计,第二财季阿里将实现总营收2,067亿元(YoY+3%,QoQ+1%),经调整 EBITA同比提升5%至296亿元,经调整 EBITA margin为14%。具体到细分业务,该机构预计中国商业业务实现营收1,377亿元(YoY+5%,QoQ-3%),中国商业经调整EBITA margin为30%;国际商业业务预计营收155亿元(YoY+3%,QoQ+0%),国际商业经调整EBITA margin为-12%;云计算业务预计营收220亿元(YoY+10%,QoQ+24%),云计算经调整EBITA margin为2%。安信证券分析,阿里在降本增效、核心电商业务逐步恢复以及新业务持续减亏驱动下调整后EBITA有望重拾增长。预计公司2QFY23收入同比+3.7%至2082亿元,季度内整体调整后EBITA同比+2.0%至286亿元,维持买入-A评级,美股/港股SOTP目标价至143美元/139港元。东吴证券表示:本季度疫情影响总体减弱,各项业务逐渐恢复,我们预计阿里巴巴FY2023Q2收入同比上升3.5%达到2077亿元,预计经调整EBITA为297亿元,同比上升6%,Adj-EBITAMargin为14.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665369441,"gmtCreate":1666951850084,"gmtModify":1666952339035,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 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天风指双11京东GMV料迎进一步突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2278703410","media":"智通财经","summary":"早盘,京东集团-SW大涨9%领跑蓝筹股。天风认为,今年双十一京东GMV有望实现进一步突破。中泰预计,2022Q3,公司营收同比增长10.8%,Non-Gaap净利润率达到2.8%。截至发稿,京东集团涨9.16%,报162港元,成交额14.02亿港元。我们认为,今年京东以自身物流为基础,为商家提供仓配客售一体的智能化供应链服务,同时对各时间周期、优惠力度安排更为细致,以精细化运营寻求GMV的进一步突破。","content":"<html><body><p>智通财经APP获悉,隔夜,<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.US)收涨8.7%。早盘,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>(09618)大涨9%领跑蓝筹股。天风认为,今年双十一京东GMV有望实现进一步突破。中泰预计,2022Q3,公司营收同比增长10.8%,Non-Gaap净利润率达到2.8%。截至发稿,京东集团涨9.16%,报162港元,成交额14.02亿港元。</p><p>10月26日,<a href=\"https://laohu8.com/S/601162\">天风证券</a>发布双十一前瞻报告称,京东20日开始预售,新增20天前置种草与预热期,物流时效性、售前售后服务升级,满减由全品类全周期200-30变为299-50/1000-100。我们认为,今年京东以自身物流为基础,为商家提供仓配客售一体的智能化供应链服务,同时对各时间周期、优惠力度安排更为细致,以精细化运营寻求GMV的进一步突破。日前,<a href=\"https://laohu8.com/S/600918\">中泰证券</a>在Q3前瞻报告中表示,在线上零售大盘仍然表现平淡的大环境下,京东业绩依旧延续增长。我们预计,2022Q3营收同比增长10.8%,达2423.3亿元,Non-Gaap净利润率为2.8%,绝对值为67.9亿元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 京东集团-SW(09618)大涨9% 天风指双11京东GMV料迎进一步突破</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/814600.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","JD":"京东","BK4505":"高瓴资本持仓","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0359201612.USD":"贝莱德中国基金A2","BK1591":"就地过年概念","LU1044875133.USD":"天利亚洲反向股票 AU Acc","BK1142":"互联网与直销零售","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1502":"双十一","LU0048580855.USD":"富达大中华区A","BK1575":"同股不同权","BK4509":"腾讯概念","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A(acc)","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","SG9999002463.SGD":"LionGlobal China Growth 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SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/814600.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278703410","content_text":"智通财经APP获悉,隔夜,京东(JD.US)收涨8.7%。早盘,京东集团-SW(09618)大涨9%领跑蓝筹股。天风认为,今年双十一京东GMV有望实现进一步突破。中泰预计,2022Q3,公司营收同比增长10.8%,Non-Gaap净利润率达到2.8%。截至发稿,京东集团涨9.16%,报162港元,成交额14.02亿港元。10月26日,天风证券发布双十一前瞻报告称,京东20日开始预售,新增20天前置种草与预热期,物流时效性、售前售后服务升级,满减由全品类全周期200-30变为299-50/1000-100。我们认为,今年京东以自身物流为基础,为商家提供仓配客售一体的智能化供应链服务,同时对各时间周期、优惠力度安排更为细致,以精细化运营寻求GMV的进一步突破。日前,中泰证券在Q3前瞻报告中表示,在线上零售大盘仍然表现平淡的大环境下,京东业绩依旧延续增长。我们预计,2022Q3营收同比增长10.8%,达2423.3亿元,Non-Gaap净利润率为2.8%,绝对值为67.9亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455594241811723","authorId":"3455594241811723","name":"老头子","avatar":"https://static.laohu8.com/c6e6f95504e42097fe8d4b40c062183b","crmLevel":6,"crmLevelSwitch":1,"idStr":"3455594241811723","authorIdStr":"3455594241811723"},"content":"不知道算不算一般人。10年前淘宝买了假货基本就不用淘宝了,就喜欢京东的当日达+正品+官方自营,家里县城父母也喜欢京东物流,淘宝的快递常放一两个星期不给送。","text":"不知道算不算一般人。10年前淘宝买了假货基本就不用淘宝了,就喜欢京东的当日达+正品+官方自营,家里县城父母也喜欢京东物流,淘宝的快递常放一两个星期不给送。","html":"不知道算不算一般人。10年前淘宝买了假货基本就不用淘宝了,就喜欢京东的当日达+正品+官方自营,家里县城父母也喜欢京东物流,淘宝的快递常放一两个星期不给送。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662753619,"gmtCreate":1666779481731,"gmtModify":1666779525498,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"腾讯的狗托-段永平,这点把戏真丢人!","listText":"腾讯的狗托-段永平,这点把戏真丢人!","text":"腾讯的狗托-段永平,这点把戏真丢人!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662753619","repostId":"2278171407","repostType":2,"repost":{"id":"2278171407","kind":"highlight","pubTimestamp":1666743854,"share":"https://www.laohu8.com/m/news/2278171407?lang=&edition=full","pubTime":"2022-10-26 08:24","market":"hk","language":"zh","title":"又加仓了!段永平年内第六次买入腾讯,拐点将至?回购力度也\"翻倍\",已斥资245亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2278171407","media":"券商中国","summary":"段永平又出手了。这已经是段永平今年以来第六次加仓腾讯了,此前他在2月、3月、4月、8月、10月先后5次买入腾讯。 在股价表现上,去年以来腾讯的股价一路下跌,今年已经累计下跌53.23%。就腾讯自身而言,该公司今年以来已回购76次,斥资245亿港元远超往年,且还在10月中旬加大了回购力度,单日回购金额从3亿港元左右提升达到6亿港元。","content":"<p>段永平又出手了。</p><p>“又买了一点,虽然不知道到底发生了什么。”投资大佬段永平又一次加仓腾讯。这已经是段永平今年以来第六次加仓腾讯了,此前他在2月、3月、4月、8月、10月先后5次买入腾讯。</p><p>在股价表现上,去年以来腾讯的股价一路下跌,今年已经累计下跌53.23%。就腾讯自身而言,该公司今年以来已回购76次,斥资245亿港元远超往年,且还在10月中旬加大了回购力度,单日回购金额从3亿港元左右提升达到6亿港元。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/408/w550h658/20221026/9364-72f15a594b63c662c56bf480f7e21e89.jpg\" tg-width=\"550\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>消息面上,10月24日,针对市场传闻的“<a href=\"https://laohu8.com/S/CHL\">中国移动</a>收购腾讯部分股权,实现腾讯部分国有化”一事,腾讯方面回应券商中国记者称,该消息不实。</p><p>段永平年内六次加仓腾讯</p><p>10月25日,在市场震荡之下,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>低开后小幅震荡,一度跌破200港元关口,向下触及198.6港元,创2017年3月以来新低,不过,收盘翻红,收于206.4港元/股,上涨0.1%。</p><p>10月25日,知名投资人段永平通过其雪球账号“大道无形我有型”透露,再次买入腾讯控股在美国挂牌的ADR。</p><p>“又买了一点,虽然不知道到底发生了什么。”段永平在雪球发帖称,并用“看看<a href=\"https://laohu8.com/S/AAPL\">苹果</a>就明白了”来回复其他投资者的互动。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/2/w1h1/20221026/b68b-dd477371bc4e68ba2fb75f19ab39e68a.jpg\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"http://n.sinaimg.cn/finance/crawl/123/w550h373/20221026/6dc6-32ded48329eea67fa58f62c57dc37f22.png\" tg-width=\"550\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>实际上,这已经是段永平今年以来第六次“抄底”腾讯。</p><p>回顾以往,最近一次买入腾讯是10月13日,段永平表示,买入了美国挂牌的腾讯ADR(美国存托凭证)价格为32.05美元,合计买入10万股,耗资约320万美元(约合人民币2294万元)。</p><p>今年2月28日,段永平发帖称,“(腾讯)低过我上次买的价钱了,那明天再买点”。</p><p>今年4月下旬,段永平发帖表示,刚以42.71美元买入腾讯控股(ADR),并还表示“分红的钱终于花掉了”。</p><p>今年8月1日,段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR。若以此计算,耗资373.7万美元(约合2530万人民币)。此外他还表示,如果腾讯ADR跌至30美元以下,将会再多买一些。</p><p>不过,在今年8月,段永平透露其对腾讯持仓位不高,“目前还不到1%,还不算实质性投入”。</p><p>行情数据显示,腾讯控股自去年以来总体处于下跌态势,2021年2月18日腾讯控股股价曾高达758.9港元,截至目前价格为206.4港元/股,累计跌幅超七成,腾讯控股的ADR也大幅下跌,最新腾讯ADR报价25.68美元,这意味着,段永平大概率浮亏。</p><p>对于腾讯,段永平在今年8月曾阐释过看法,“腾讯对我来说确定性确实比苹果小不少,这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单。不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易。我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实还是有些事情没想清楚。”</p><p>腾讯今年已回购76次</p><p>今年对于腾讯来说,除了应对业绩下滑的压力,还有来自股东减持带来的股价下跌挑战。</p><p>今年上半腾讯总收入为2695亿元,同比下降1%。按非国际财务报告准则,公司权益持有人应占盈利为537亿元,同比下降20%。</p><p>此前的6月27日,腾讯控股公告称,主要股东Prosus(由Naspers拥有大多数股权及本公司控股股东)及Naspers宣布,将开启一项长期、开放式回购计划,用以提高每股资产净值,回购资金将通过Naspers集团有序小幅出售腾讯公司股票获得。Naspers预计,每天出售的腾讯股份数目平均不会超过腾讯日平均成交量的3%-5%。</p><p>为了提振信心,腾讯今年以来进行了远超往年的回购,尤其是今年第三季度以来,维持了较高的回购力度。</p><p>根据券商中国记者统计,截至10月14日,腾讯今年以来累计回购了76次,合计回购耗资金额达到245亿港元,远超2021年全年的回购规模。其中,6月28日至今已累计回购51笔,期间平均耗资约3.5亿港元,单日回购金额由初期的3亿港元,提升至3.5亿港元,而10月中旬三个交易日(10月12日、13日和14日)单日回购金额均提高到6亿港元以上。</p><p><a href=\"https://laohu8.com/S/000750\">国海证券</a>分析认为,腾讯回购计划是回馈股东、提振市场信心的有效方式。从历史来看,股票回购大幅增加可能是中期市场底部的一个有效且实用的领先指标,考虑到目前互联网平台公司估值大都处于历史低位,看好政策回暖、后续疫情和宏观边际改善后公司的业绩提振,以及中长期增长潜力。</p><p>责编:战术恒</p><p>校对:苏焕文</p><p></p>","source":"highlight_sina","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>又加仓了!段永平年内第六次买入腾讯,拐点将至?回购力度也\"翻倍\",已斥资245亿</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又加仓了!段永平年内第六次买入腾讯,拐点将至?回购力度也\"翻倍\",已斥资245亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 08:24 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-10-26/doc-imqqsmrp3787033.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>段永平又出手了。“又买了一点,虽然不知道到底发生了什么。”投资大佬段永平又一次加仓腾讯。这已经是段永平今年以来第六次加仓腾讯了,此前他在2月、3月、4月、8月、10月先后5次买入腾讯。在股价表现上,去年以来腾讯的股价一路下跌,今年已经累计下跌53.23%。就腾讯自身而言,该公司今年以来已回购76次,斥资245亿港元远超往年,且还在10月中旬加大了回购力度,单日回购金额从3亿港元左右提升达到6亿港元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-10-26/doc-imqqsmrp3787033.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","00700":"腾讯控股","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China 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ACC"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-10-26/doc-imqqsmrp3787033.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2278171407","content_text":"段永平又出手了。“又买了一点,虽然不知道到底发生了什么。”投资大佬段永平又一次加仓腾讯。这已经是段永平今年以来第六次加仓腾讯了,此前他在2月、3月、4月、8月、10月先后5次买入腾讯。在股价表现上,去年以来腾讯的股价一路下跌,今年已经累计下跌53.23%。就腾讯自身而言,该公司今年以来已回购76次,斥资245亿港元远超往年,且还在10月中旬加大了回购力度,单日回购金额从3亿港元左右提升达到6亿港元。消息面上,10月24日,针对市场传闻的“中国移动收购腾讯部分股权,实现腾讯部分国有化”一事,腾讯方面回应券商中国记者称,该消息不实。段永平年内六次加仓腾讯10月25日,在市场震荡之下,腾讯控股低开后小幅震荡,一度跌破200港元关口,向下触及198.6港元,创2017年3月以来新低,不过,收盘翻红,收于206.4港元/股,上涨0.1%。10月25日,知名投资人段永平通过其雪球账号“大道无形我有型”透露,再次买入腾讯控股在美国挂牌的ADR。“又买了一点,虽然不知道到底发生了什么。”段永平在雪球发帖称,并用“看看苹果就明白了”来回复其他投资者的互动。实际上,这已经是段永平今年以来第六次“抄底”腾讯。回顾以往,最近一次买入腾讯是10月13日,段永平表示,买入了美国挂牌的腾讯ADR(美国存托凭证)价格为32.05美元,合计买入10万股,耗资约320万美元(约合人民币2294万元)。今年2月28日,段永平发帖称,“(腾讯)低过我上次买的价钱了,那明天再买点”。今年4月下旬,段永平发帖表示,刚以42.71美元买入腾讯控股(ADR),并还表示“分红的钱终于花掉了”。今年8月1日,段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR。若以此计算,耗资373.7万美元(约合2530万人民币)。此外他还表示,如果腾讯ADR跌至30美元以下,将会再多买一些。不过,在今年8月,段永平透露其对腾讯持仓位不高,“目前还不到1%,还不算实质性投入”。行情数据显示,腾讯控股自去年以来总体处于下跌态势,2021年2月18日腾讯控股股价曾高达758.9港元,截至目前价格为206.4港元/股,累计跌幅超七成,腾讯控股的ADR也大幅下跌,最新腾讯ADR报价25.68美元,这意味着,段永平大概率浮亏。对于腾讯,段永平在今年8月曾阐释过看法,“腾讯对我来说确定性确实比苹果小不少,这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单。不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易。我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实还是有些事情没想清楚。”腾讯今年已回购76次今年对于腾讯来说,除了应对业绩下滑的压力,还有来自股东减持带来的股价下跌挑战。今年上半腾讯总收入为2695亿元,同比下降1%。按非国际财务报告准则,公司权益持有人应占盈利为537亿元,同比下降20%。此前的6月27日,腾讯控股公告称,主要股东Prosus(由Naspers拥有大多数股权及本公司控股股东)及Naspers宣布,将开启一项长期、开放式回购计划,用以提高每股资产净值,回购资金将通过Naspers集团有序小幅出售腾讯公司股票获得。Naspers预计,每天出售的腾讯股份数目平均不会超过腾讯日平均成交量的3%-5%。为了提振信心,腾讯今年以来进行了远超往年的回购,尤其是今年第三季度以来,维持了较高的回购力度。根据券商中国记者统计,截至10月14日,腾讯今年以来累计回购了76次,合计回购耗资金额达到245亿港元,远超2021年全年的回购规模。其中,6月28日至今已累计回购51笔,期间平均耗资约3.5亿港元,单日回购金额由初期的3亿港元,提升至3.5亿港元,而10月中旬三个交易日(10月12日、13日和14日)单日回购金额均提高到6亿港元以上。国海证券分析认为,腾讯回购计划是回馈股东、提振市场信心的有效方式。从历史来看,股票回购大幅增加可能是中期市场底部的一个有效且实用的领先指标,考虑到目前互联网平台公司估值大都处于历史低位,看好政策回暖、后续疫情和宏观边际改善后公司的业绩提振,以及中长期增长潜力。责编:战术恒校对:苏焕文","news_type":1},"isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662785279,"gmtCreate":1666768116291,"gmtModify":1666768134671,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 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随着供应链的重新开放,双十一期间非必需产品的需求有所增加。Lee预计,随着运输能力的正常化,2022年下半年的订单取消率将下降,从而提高盈利能力。重申阿里巴巴的买入评级,目标价160美元。","content":"<html><body><div><p> 瑞穗分析师James Lee表示,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>与投资者的电话会议让他对该公司的利润增长空间充满信心。他预计,阿里巴巴9月份的商品交易总额(GMV)将较6月份有所改善,达到5%。</p>\n<p> 随着供应链的重新开放,双十一期间非必需产品的需求有所增加。Lee预计,随着运输能力的正常化,2022年下半年的订单取消率将下降,从而提高盈利能力。重申阿里巴巴的买入评级,目标价160美元。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>瑞穗:重申对阿里巴巴买入评级 目标价160美元</title>\n<style 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>买入评级,香港上市股票目标价为224港元,美国上市股票目标价为230美元】Jefferies:维持阿里巴巴买入评级,香港上市股票目标价为224港元,美国上市股票目标价为230美元。</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>Jefferies:维持阿里巴巴买入评级,香港上市股票目标价为224港元,美国上市股票目标价为230美元</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022081110352883d7ea7c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022081110352883d7ea7c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2258273488","content_text":"【Jefferies:维持阿里巴巴买入评级,香港上市股票目标价为224港元,美国上市股票目标价为230美元】Jefferies:维持阿里巴巴买入评级,香港上市股票目标价为224港元,美国上市股票目标价为230美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":620886954,"gmtCreate":1669643975478,"gmtModify":1669644506022,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 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19:31","market":"other","language":"zh","title":"拼多多Q3营收355亿,同比增长65%!研发费用创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1134384847","media":"老虎资讯综合","summary":"11月28日,拼多多盘前发布财报,财报显示:拼多多2022年Q3营收为355.04亿元,同比增长65%。市场预期为309.37亿元,去年同期为215.06亿元。Q3经调整净利润为124.47亿元,去年","content":"<html><head></head><body><p>11月28日,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前发布财报,财报显示:拼多多2022年Q3营收为355.04亿元,同比增长65%。市场预期为309.37亿元,去年同期为215.06亿元。</p><p>Q3经调整净利润为124.47亿元,去年同期经调整净利润为31.5亿元,同比增长295%;</p><p>Q3净利润为105.88亿元,同比增长546%;</p><p>Q3营业利润为104.36亿元,同比增长388%。<img src=\"https://static.tigerbbs.com/84753aae85807cefe5205fb2d78507ac\" tg-width=\"1721\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/785ec5a6a6051103f58bfece9d0790ef\" tg-width=\"1461\" tg-height=\"898\" referrerpolicy=\"no-referrer\"/>三季度,拼多多继续加大技术创新投入。在美国通用会计准则下,本季度研发费用同比增长11.4%,达27.0亿元,创历史新高。</p><p>拼多多董事长兼首席执行官陈磊表示,“我们将继续扎根实业,加大科技研发投入,帮助农村实体发展。与此同时,将进一步助力供应链提效,服务制造业数字化发展,推动供给侧升级。”</p><p>财报发布后,拼多多盘前涨超14%。</p><p><img src=\"https://static.tigerbbs.com/9f846471902f1cc7f7c28c3825f79f7c\" tg-width=\"812\" tg-height=\"701\" referrerpolicy=\"no-referrer\"/></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>拼多多Q3营收355亿,同比增长65%!研发费用创新高 </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拼多多Q3营收355亿,同比增长65%!研发费用创新高 \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\">2022-11-28 19:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月28日,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前发布财报,财报显示:拼多多2022年Q3营收为355.04亿元,同比增长65%。市场预期为309.37亿元,去年同期为215.06亿元。</p><p>Q3经调整净利润为124.47亿元,去年同期经调整净利润为31.5亿元,同比增长295%;</p><p>Q3净利润为105.88亿元,同比增长546%;</p><p>Q3营业利润为104.36亿元,同比增长388%。<img src=\"https://static.tigerbbs.com/84753aae85807cefe5205fb2d78507ac\" tg-width=\"1721\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/785ec5a6a6051103f58bfece9d0790ef\" tg-width=\"1461\" tg-height=\"898\" referrerpolicy=\"no-referrer\"/>三季度,拼多多继续加大技术创新投入。在美国通用会计准则下,本季度研发费用同比增长11.4%,达27.0亿元,创历史新高。</p><p>拼多多董事长兼首席执行官陈磊表示,“我们将继续扎根实业,加大科技研发投入,帮助农村实体发展。与此同时,将进一步助力供应链提效,服务制造业数字化发展,推动供给侧升级。”</p><p>财报发布后,拼多多盘前涨超14%。</p><p><img src=\"https://static.tigerbbs.com/9f846471902f1cc7f7c28c3825f79f7c\" tg-width=\"812\" tg-height=\"701\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02aa9153f4386a08c2cbc79999550248","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134384847","content_text":"11月28日,拼多多盘前发布财报,财报显示:拼多多2022年Q3营收为355.04亿元,同比增长65%。市场预期为309.37亿元,去年同期为215.06亿元。Q3经调整净利润为124.47亿元,去年同期经调整净利润为31.5亿元,同比增长295%;Q3净利润为105.88亿元,同比增长546%;Q3营业利润为104.36亿元,同比增长388%。三季度,拼多多继续加大技术创新投入。在美国通用会计准则下,本季度研发费用同比增长11.4%,达27.0亿元,创历史新高。拼多多董事长兼首席执行官陈磊表示,“我们将继续扎根实业,加大科技研发投入,帮助农村实体发展。与此同时,将进一步助力供应链提效,服务制造业数字化发展,推动供给侧升级。”财报发布后,拼多多盘前涨超14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":6080,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480624725606219","authorId":"3480624725606219","name":"哈奇士变身牛魔王","avatar":"https://static.tigerbbs.com/8193b2711b8209be66deedd68471006c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3480624725606219","authorIdStr":"3480624725606219"},"content":"现在几乎都从拼多多购物了,水果,厨卫用品,一些实用的杂七杂八的东西都从请多多买,淘宝也就买买衣服,手机家电都从京东买","text":"现在几乎都从拼多多购物了,水果,厨卫用品,一些实用的杂七杂八的东西都从请多多买,淘宝也就买买衣服,手机家电都从京东买","html":"现在几乎都从拼多多购物了,水果,厨卫用品,一些实用的杂七杂八的东西都从请多多买,淘宝也就买买衣服,手机家电都从京东买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665369441,"gmtCreate":1666951850084,"gmtModify":1666952339035,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 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天风指双11京东GMV料迎进一步突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2278703410","media":"智通财经","summary":"早盘,京东集团-SW大涨9%领跑蓝筹股。天风认为,今年双十一京东GMV有望实现进一步突破。中泰预计,2022Q3,公司营收同比增长10.8%,Non-Gaap净利润率达到2.8%。截至发稿,京东集团涨9.16%,报162港元,成交额14.02亿港元。我们认为,今年京东以自身物流为基础,为商家提供仓配客售一体的智能化供应链服务,同时对各时间周期、优惠力度安排更为细致,以精细化运营寻求GMV的进一步突破。","content":"<html><body><p>智通财经APP获悉,隔夜,<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.US)收涨8.7%。早盘,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>(09618)大涨9%领跑蓝筹股。天风认为,今年双十一京东GMV有望实现进一步突破。中泰预计,2022Q3,公司营收同比增长10.8%,Non-Gaap净利润率达到2.8%。截至发稿,京东集团涨9.16%,报162港元,成交额14.02亿港元。</p><p>10月26日,<a href=\"https://laohu8.com/S/601162\">天风证券</a>发布双十一前瞻报告称,京东20日开始预售,新增20天前置种草与预热期,物流时效性、售前售后服务升级,满减由全品类全周期200-30变为299-50/1000-100。我们认为,今年京东以自身物流为基础,为商家提供仓配客售一体的智能化供应链服务,同时对各时间周期、优惠力度安排更为细致,以精细化运营寻求GMV的进一步突破。日前,<a href=\"https://laohu8.com/S/600918\">中泰证券</a>在Q3前瞻报告中表示,在线上零售大盘仍然表现平淡的大环境下,京东业绩依旧延续增长。我们预计,2022Q3营收同比增长10.8%,达2423.3亿元,Non-Gaap净利润率为2.8%,绝对值为67.9亿元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 京东集团-SW(09618)大涨9% 天风指双11京东GMV料迎进一步突破</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/814600.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","JD":"京东","BK4505":"高瓴资本持仓","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0359201612.USD":"贝莱德中国基金A2","BK1591":"就地过年概念","LU1044875133.USD":"天利亚洲反向股票 AU Acc","BK1142":"互联网与直销零售","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1502":"双十一","LU0048580855.USD":"富达大中华区A","BK1575":"同股不同权","BK4509":"腾讯概念","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A(acc)","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","SG9999002463.SGD":"LionGlobal China Growth 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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>市场消息:马斯克出售了至少35.8亿美元的特斯拉股票</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; 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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\">2022-12-15 10:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月15日,市场消息:马斯克出售了至少35.8亿美元的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票;美国证交会文件显示:马斯克出售了2200万股特斯拉股票。</p><p><img src=\"https://static.tigerbbs.com/8591ce10971225a683fc3e02d7a02bfe\" tg-width=\"1920\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/cb5590d0fcd934127858f2d4f4768c10\" tg-width=\"1920\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/38ea1463023543f246e9752b0cb6dca2\" tg-width=\"1920\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108742066","content_text":"12月15日,市场消息:马斯克出售了至少35.8亿美元的特斯拉股票;美国证交会文件显示:马斯克出售了2200万股特斯拉股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557195192211409","authorId":"3557195192211409","name":"Speculator 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href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1227508&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>里昂发表报告指,腾讯 第三季业绩优於预期,总收入按年下跌1.6%至约1,400亿元人民币,较该行预期低1.3%,但线上游戏及广告收入表现优於预期。该行表示,集团国际游戏收入按年仍有增长,主要受到成功推出新游戏支持,而线上广告的按年跌幅亦迅速收窄至4.7%,相信是受惠於视频号信息流广告的强劲需求。报告提到,腾讯宣派特别中期股息,将派发其持有的90%美团-W 股份,市值200亿美元,相当於5.5%...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1227508&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1227508&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2284723664","content_text":"里昂发表报告指,腾讯 第三季业绩优於预期,总收入按年下跌1.6%至约1,400亿元人民币,较该行预期低1.3%,但线上游戏及广告收入表现优於预期。该行表示,集团国际游戏收入按年仍有增长,主要受到成功推出新游戏支持,而线上广告的按年跌幅亦迅速收窄至4.7%,相信是受惠於视频号信息流广告的强劲需求。报告提到,腾讯宣派特别中期股息,将派发其持有的90%美团-W 股份,市值200亿美元,相当於5.5%的股息收益率,该行认为此举应可支持腾讯获估值重评。里昂维持对腾讯股份「买入」评级,目标价450元。(ek/da)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668138661,"gmtCreate":1664459268153,"gmtModify":1664459269523,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"阿里巴巴涨起来涨不赢同行和竞争对手,跌起来一定要远超他们","listText":"阿里巴巴涨起来涨不赢同行和竞争对手,跌起来一定要远超他们","text":"阿里巴巴涨起来涨不赢同行和竞争对手,跌起来一定要远超他们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668138661","repostId":"2263922483","repostType":2,"repost":{"id":"2263922483","kind":"news","pubTimestamp":1661801495,"share":"https://www.laohu8.com/m/news/2263922483?lang=&edition=full","pubTime":"2022-08-30 03:31","market":"us","language":"zh","title":"瑞穗:重申对阿里巴巴买入评级 目标价160美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2263922483","media":"金融界网站","summary":"瑞穗分析师James Lee表示,阿里巴巴与投资者的电话会议让他对该公司的利润增长空间充满信心。他预计,阿里巴巴9月份的商品交易总额(GMV)将较6月份有所改善,达到5%。\n 随着供应链的重新开放,双十一期间非必需产品的需求有所增加。Lee预计,随着运输能力的正常化,2022年下半年的订单取消率将下降,从而提高盈利能力。重申阿里巴巴的买入评级,目标价160美元。","content":"<html><body><div><p> 瑞穗分析师James Lee表示,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>与投资者的电话会议让他对该公司的利润增长空间充满信心。他预计,阿里巴巴9月份的商品交易总额(GMV)将较6月份有所改善,达到5%。</p>\n<p> 随着供应链的重新开放,双十一期间非必需产品的需求有所增加。Lee预计,随着运输能力的正常化,2022年下半年的订单取消率将下降,从而提高盈利能力。重申阿里巴巴的买入评级,目标价160美元。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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\" 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src=\"https://img13.360buyimg.com/n0/s200x200_jfs/t1/58734/29/21127/38378/63bbb3b2F55926397/d3d6b9b90ad287e8.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>1月12日消息,据悉,<span>据全球上市公司市值排行网CompaniesMarketCap(公司市值)数据显示,<a href=\"https://laohu8.com/S/00700\">腾讯</a>股价大涨,市值达4635.3亿美元,目前位列第8位,仅次于维萨,重新挺进全球上市公司市值排行榜Top 10。</span></p><div><div><p><span></span><img src=\"https://img13.360buyimg.com/n0/s200x200_jfs/t1/58734/29/21127/38378/63bbb3b2F55926397/d3d6b9b90ad287e8.jpg\"/></p><p><strong>小米13 徕卡光学镜头 第二代骁龙8处理器 超窄边屏幕 120Hz高刷 67W快充 12+256GB 黑色 5G手机</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥4599元</p><p>进入购买</p></div></div><p><span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s931x584/g7/M00/0A/0A/ChMkK2O_mY6ISPJtAASYTNAuLMYAALpxQMblKoABJhk051.png\"/></span></p><p><span>虽然挺进了公司市值排行榜Top 10,但目前腾讯目前的市值还不如巅峰时期的一半。2021年1月腾讯市值最高触及9490亿美元,距离万亿美元市值俱乐部仅一步之遥。腾讯超越<a href=\"https://laohu8.com/S/TSM\">台积电</a>成为亚洲最具价值的公司。腾讯将保持前十的位置多久也未可知,感兴趣的小伙伴可以继续关注。</span></p><p>本文属于原创文章,如若转载,请注明来源:腾讯股价大涨:市值升至全球第8 超4635亿美元https://news.zol.com.cn/810/8105888.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签:</span>手机</div><div>\n<span itemprop=\"url\">https://news.zol.com.cn/810/8105888.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/810/8105888.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">568</span>\n<span itemprop=\"description\">1月12日消息,据悉,据全球上市公司市值排行网CompaniesMarketCap(公司市值)数据显示,腾讯股价大涨,市值达4635.3亿美元,目前位列第8位,仅次于维萨,重新挺进全球上市公司市值排行榜Top 10。小米13 徕卡光学镜头 第二代骁龙8处理器 超窄边屏幕 120Hz高刷 67W快充 1...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE 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href=http://news.zol.com.cn/810/8105888.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月12日消息,据悉,据全球上市公司市值排行网CompaniesMarketCap(公司市值)数据显示,腾讯股价大涨,市值达4635.3亿美元,目前位列第8位,仅次于维萨,重新挺进全球上市公司市值排行榜Top 10。小米13 徕卡光学镜头 第二代骁龙8处理器 超窄边屏幕 120Hz高刷 67W快充 12+256GB 黑色 5G手机[经销商] 京东商城[产品售价] ¥4599元进入购买虽然挺进了公司...</p>\n\n<a href=\"http://news.zol.com.cn/810/8105888.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","BK1521":"挪威政府全球养老基金持仓","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK4077":"互动媒体与服务","BK1526":"科网股","LU0370786039.SGD":"Fidelity Greater China 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第二代骁龙8处理器 超窄边屏幕 120Hz高刷 67W快充 1...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621649704,"gmtCreate":1672281537208,"gmtModify":1672281539215,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"腾讯控股处在历史高位,危险!价格对半才是合理估值","listText":"腾讯控股处在历史高位,危险!价格对半才是合理估值","text":"腾讯控股处在历史高位,危险!价格对半才是合理估值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621649704","repostId":"2295950781","repostType":2,"isVote":1,"tweetType":1,"viewCount":2599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629595164,"gmtCreate":1670585411958,"gmtModify":1670585413658,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"都学马云的智慧","listText":"都学马云的智慧","text":"都学马云的智慧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629595164","repostId":"2290134471","repostType":2,"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667086157,"gmtCreate":1668433252279,"gmtModify":1668433714175,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"为什么京东没有云计算,没有全球化都能被机构一致看好。如果阿里只能值2000亿美金,那我觉得京东只能值200亿,因为它就是个网络版的高鑫零售!","listText":"为什么京东没有云计算,没有全球化都能被机构一致看好。如果阿里只能值2000亿美金,那我觉得京东只能值200亿,因为它就是个网络版的高鑫零售!","text":"为什么京东没有云计算,没有全球化都能被机构一致看好。如果阿里只能值2000亿美金,那我觉得京东只能值200亿,因为它就是个网络版的高鑫零售!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667086157","repostId":"1106322144","repostType":2,"repost":{"id":"1106322144","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":1668063710,"share":"https://www.laohu8.com/m/news/1106322144?lang=&edition=full","pubTime":"2022-11-10 15:01","market":"hk","language":"zh","title":"财报前瞻 | 绩前机构一致唱好!“跌不停”的阿里价值重估在即?","url":"https://stock-news.laohu8.com/highlight/detail?id=1106322144","media":"老虎资讯综合","summary":"摘要:绩前,阿里获机构“齐声”唱好!从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位。彭博预计阿里2QFY23营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。","content":"<html><head></head><body><blockquote><b>摘要:</b><b>绩前,阿里获机构“齐声”唱好!从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位。彭博预计阿里2QFY23营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。</b></blockquote><p>阿里巴巴将于11月17日发布2023财年第二季度业绩,根据彭博一致预期,阿里巴巴2023财年第二季度营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。<img src=\"https://static.tigerbbs.com/1bfc584e665e0bd56de2b48fad1c2d3f\" tg-width=\"983\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>基本盘是否稳定?解析阿里三大核心赛道</b></blockquote><p>在经历去年的大跌之后,阿里巴巴股价仍然从年初至今已下跌超40%,有些投资者怀疑,是不是阿里巴巴核心业务出了什么问题?要判断阿里的基本盘是否稳定,需要从其三大主赛道的基本面、布局、挑战和未来发展潜力入手。(<b>阿里的三条主赛道:消费、云计算和全球化)</b><img src=\"https://static.tigerbbs.com/1ddad421bc8aee2f87bcaa2890df25b1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>核心电商:传统优势在夯实,新优势在构建</b></p><p>电商是阿里的核心业务,在营收占比约七成。面临外部的不确定性,阿里电商基本盘的稳健,一方面体现在传统优势在夯实,包括其消费者心智强,商业效率高,供给最丰富;另一方面源自新的优势在构建,包括增强供应链能力建设,内容化持续进展,消费体验在提升等带来的增量势能。在国内消费复苏、尤其是线上消费发展强劲的背景下,淘系将进一步成为商家经营主阵地,进而激发更多潜力、发挥出更多商业价值。</p><p>如今对于主播与商家而言,淘系正在形成“从交易到消费”的一个生态,最大化提升客群质量和消费者黏性,而非一个单纯的销售平台。这是与其他市场玩家最不同的地方。</p><p>淘系生态的优势在于用户全生命周期的价值最大化。这背后与其长期能力积累息息相关。在上一季的财报分析师电话会上,阿里巴巴集团董事会主席兼首席执行官张勇直言不讳:<b>直播是技术,电商是产业。</b></p><p><b>从GMV看,经历了过去两个季度的承压下跌,机构普遍预测将有边际复苏。</b></p><p>在直播成为电商增量战场的当下,淘宝对不同量级的主播、达人的高吸引力成为其生态的另一发展势能。与抖音、快手相比,淘宝布局直播最早,客户群体数量最大、转化率也最高。双11之前,罗永浩、俞敏洪等达人及主播悉数在淘宝开播。头部高人气主播对成交额带来了直观而明显的拉动作用。预售首小时,102个品牌成交额过亿元,3000个品牌成交额翻倍增长。</p><p>淘宝直播的腰部主播、新主播也出现了很大的增量,预售引导金额分别有365%、684%同比增长;直播机构的预售引导金额,也有165%的同比增长。</p><p><b>新业务方面阿里也在持续降本增效、寻求增量。</b>2022年6月份季度业绩显示,淘宝及淘特上M2C(工厂直接面向消费者)商品产生的支付GMV同比增长超过40%。社区电商品牌淘菜菜则通过迅速进驻人口密度较高且具有可观购买力的地区,在6月份季度GMV同比增长超过200%。</p><p>这些数据都显示出,淘系聚焦不同消费群体在进行用户分层、分类运营,接下来,多元消费矩阵将促进不同消费群体钱包份额的增长,进一步带来客群的拓展和黏性提高。</p><p>外部来看,国内消费正在复苏,淘宝天猫平台将看到更多商业确定性与增长潜力。国家统计局数据显示,今年前三季度,社会消费品零售总额同比增长0.7%。其中,全国实物商品网上零售额同比增长6.1%,增速明显快于社会消费品零售总额。</p><p>四季度开始,全国多地出台了各方面的促消费政策,包括新能源车、绿色智能家电、加大线上促销力度等。例如,上海宣布以2亿元财政补贴范围覆盖电冰箱、电视机、洗碗机等八大类一级能效家电。</p><p>被压制的消费潜力已经在释放。今年天猫双11甫一开售,仅用时1秒,消费者就买走了10个亿的iPhone手机,首小时超过去年双11全天。家电方面,以海尔为例,在天猫开卖仅5分钟,销售额破10亿,足见天猫的爆发效率远超同行。</p><p><b>云计算等待价值实现</b></p><p>在阿里的三条主赛道中,云计算与其未来的增长息息相关。随着数字化技术的深化发展和企业上云的进一步拓展,阿里云的先发优势和技术竞争力十分明显,短期需求波动后,将借助结构的持续优化对收入和估值形成重要贡献。</p><p>阿里云对于阿里的未来增长贡献可以参考AWS之于亚马逊。2022年二季度,亚马逊AWS的收入为197亿美元,同比增长33%;而阿里云业务季度收入同比增长10%至176.85亿元,连续7个季度实现盈利。</p><p>行业研究机构Gartner数据显示,2021年全球云计算市场增长到了908.9亿美元的规模。这意味着无论是始于2002年的AWS,还是创建于2009年的阿里云,都仍有着巨大的发展空间和扩张潜力,收入和利润的增长空间很大。</p><p>Gartner发布的2021年全球云计算IaaS市场份额数据还显示,阿里云排名全球第三,仅在亚马逊、<a href=\"https://laohu8.com/S/MSFT.US\">微软</a>之后,市场份额为9.55%,连续六年实现份额增长;同时,阿里云排名亚太市场第一,市场份额为25.53%。</p><p>从AWS的客户分布来看,其客户构成横跨酒店和旅行、媒体娱乐、电信、金融服务、医疗、制造、能源等各个行业,今年二季度官宣的新客户就包括<a href=\"https://laohu8.com/S/DAL.US\">达美航空</a>、英国最大的电信公司BT(大英电信)以及华尔街知名投行杰富瑞。</p><p>回看阿里云,二季度,阿里云来自非互联网行业的客户收入占总收入的比例达到53%,较去年同期上升超5个百分点。<b>多家机构认为,对阿里云而言,来自非互联网行业的收入增长以及潜在的国际扩张可以为长期增长提供动力。</b></p><p>11月4日的2022云栖大会云原生数据库峰会上,相关数据库负责人表示,中国人寿使用阿里云自研的PolarDB数据库,已经支撑公司数十套金融核心系统,实现了关键核心技术的敏捷可控。随着阿里云在产品丰富度、行业覆盖度、性能等方面的不断提升,更多企业的上云需求得到充分释放,云计算将给阿里的利润增长、业务拓展等带来更加深远的影响。</p><p>从底层逻辑来说,云计算的发展离不开长期技术的投入和不断革新突破,阿里通过率先自研CPU芯片、升级功效,在技术方面拥有较雄厚的资源和优势。今年9月,阿里宣布向云计算部门投资10亿美元,这笔投资是向对其未来增长至关重要的部分业务注入了关键资金,华尔街认为,近年来阿里在云计算领域的投入已使其建立起与亚马逊和微软(MSFT)相媲美的业务。</p><p>2021年云栖大会,阿里平头哥发布首颗自研CPU芯片倚天710,该芯片针对云场景研发,同时兼顾了性能与易用性;到了今年的云栖大会,阿里宣布倚天710已大规模应用,阿里云未来两年20%的新增算力将使用自研CPU,这是阿里算力攻坚的重要突破。</p><p>目前,倚天710已在阿里云数据中心大规模部署,并以云的形式服务阿里巴巴和多家互联网科技公司,算力性价比提升超30%,单位算力功耗降低60%。</p><p><b>出海,重要的引擎之一!</b></p><p>新的增长故事中,出海也是重要的引擎之一。今年二季度,阿里的国际业务中,国际零售商业业务收入为105.24亿元;跨境电商Lazada在东南亚的订单录得10%的同比增长;IaaS市场也在不断向外延伸,5月20日,阿里云宣布位于泰国的云数据中心正式启用,这是阿里云在东南亚的第10座数据中心。至此,阿里云在全球27个地域运营着84个可用区。</p><p>东南亚始终是阿里的出海前沿,也用实际的增长证明了其业务上的发展潜力。在2021阿里巴巴投资者日上,阿里云智能总裁张建锋表示,阿里云的东南亚市场营收增长超60%,这一增速远超国内。今年8月,阿里巴巴以约1亿美元的现金对价收购了印度尼西亚电信运营商PT Smart Telecom(Smartfren)6%的股份,在此基础上迅速进一步介入东南亚这一全球增速最快的数据中心市场。</p><p><span style=\"color:rgba(131,41,34,1);\">综上,从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位,且均在不断投入、持续增长。在外部环境向好、业务稳健增长、利润表现或超预期的背景下,可以期待市场将带来阿里的估值修复和长期价值的兑现,并进而引领中概股整体的价值重估。</span></p><blockquote>绩前,国内机构一致唱好</blockquote><p>国内不少机构对阿里2023财年第二财季的业绩作出预测。<b>国海证券预计</b>,<span style=\"color:rgba(139,43,36,1);\">第二财季阿里将实现总营收2,067亿元(YoY+3%,QoQ+1%),经调整 EBITA同比提升5%至296亿元,经调整 EBITA margin为14%。</span></p><p>具体到细分业务,该机构预计中国商业业务实现营收1,377亿元(YoY+5%,QoQ-3%),中国商业经调整EBITA margin为30%;国际商业业务预计营收155亿元(YoY+3%,QoQ+0%),国际商业经调整EBITA margin为-12%;云计算业务预计营收220亿元(YoY+10%,QoQ+24%),云计算经调整EBITA margin为2%。</p><p><b>安信证券分析,</b>阿里在降本增效、核心电商业务逐步恢复以及新业务持续减亏驱动下调整后EBITA有望重拾增长。<span style=\"color:rgba(139,43,36,1);\">预计公司2QFY23收入同比+3.7%至2082亿元,季度内整体调整后EBITA同比+2.0%至286亿元,维持买入-A评级,美股/港股SOTP目标价至143美元/139港元。</span></p><p><b>东吴证券表示:</b>本季度疫情影响总体减弱,各项业务逐渐恢复,<span style=\"color:rgba(143,44,36,1);\">我们预计阿里巴巴FY2023Q2收入同比上升3.5%达到2077亿元,预计经调整EBITA为297亿元,同比上升6%,Adj-EBITAMargin为14.3%。</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻 | 绩前机构一致唱好!“跌不停”的阿里价值重估在即?</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | 绩前机构一致唱好!“跌不停”的阿里价值重估在即?\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\">2022-11-10 15:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要:</b><b>绩前,阿里获机构“齐声”唱好!从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位。彭博预计阿里2QFY23营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。</b></blockquote><p>阿里巴巴将于11月17日发布2023财年第二季度业绩,根据彭博一致预期,阿里巴巴2023财年第二季度营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。<img src=\"https://static.tigerbbs.com/1bfc584e665e0bd56de2b48fad1c2d3f\" tg-width=\"983\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>基本盘是否稳定?解析阿里三大核心赛道</b></blockquote><p>在经历去年的大跌之后,阿里巴巴股价仍然从年初至今已下跌超40%,有些投资者怀疑,是不是阿里巴巴核心业务出了什么问题?要判断阿里的基本盘是否稳定,需要从其三大主赛道的基本面、布局、挑战和未来发展潜力入手。(<b>阿里的三条主赛道:消费、云计算和全球化)</b><img src=\"https://static.tigerbbs.com/1ddad421bc8aee2f87bcaa2890df25b1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>核心电商:传统优势在夯实,新优势在构建</b></p><p>电商是阿里的核心业务,在营收占比约七成。面临外部的不确定性,阿里电商基本盘的稳健,一方面体现在传统优势在夯实,包括其消费者心智强,商业效率高,供给最丰富;另一方面源自新的优势在构建,包括增强供应链能力建设,内容化持续进展,消费体验在提升等带来的增量势能。在国内消费复苏、尤其是线上消费发展强劲的背景下,淘系将进一步成为商家经营主阵地,进而激发更多潜力、发挥出更多商业价值。</p><p>如今对于主播与商家而言,淘系正在形成“从交易到消费”的一个生态,最大化提升客群质量和消费者黏性,而非一个单纯的销售平台。这是与其他市场玩家最不同的地方。</p><p>淘系生态的优势在于用户全生命周期的价值最大化。这背后与其长期能力积累息息相关。在上一季的财报分析师电话会上,阿里巴巴集团董事会主席兼首席执行官张勇直言不讳:<b>直播是技术,电商是产业。</b></p><p><b>从GMV看,经历了过去两个季度的承压下跌,机构普遍预测将有边际复苏。</b></p><p>在直播成为电商增量战场的当下,淘宝对不同量级的主播、达人的高吸引力成为其生态的另一发展势能。与抖音、快手相比,淘宝布局直播最早,客户群体数量最大、转化率也最高。双11之前,罗永浩、俞敏洪等达人及主播悉数在淘宝开播。头部高人气主播对成交额带来了直观而明显的拉动作用。预售首小时,102个品牌成交额过亿元,3000个品牌成交额翻倍增长。</p><p>淘宝直播的腰部主播、新主播也出现了很大的增量,预售引导金额分别有365%、684%同比增长;直播机构的预售引导金额,也有165%的同比增长。</p><p><b>新业务方面阿里也在持续降本增效、寻求增量。</b>2022年6月份季度业绩显示,淘宝及淘特上M2C(工厂直接面向消费者)商品产生的支付GMV同比增长超过40%。社区电商品牌淘菜菜则通过迅速进驻人口密度较高且具有可观购买力的地区,在6月份季度GMV同比增长超过200%。</p><p>这些数据都显示出,淘系聚焦不同消费群体在进行用户分层、分类运营,接下来,多元消费矩阵将促进不同消费群体钱包份额的增长,进一步带来客群的拓展和黏性提高。</p><p>外部来看,国内消费正在复苏,淘宝天猫平台将看到更多商业确定性与增长潜力。国家统计局数据显示,今年前三季度,社会消费品零售总额同比增长0.7%。其中,全国实物商品网上零售额同比增长6.1%,增速明显快于社会消费品零售总额。</p><p>四季度开始,全国多地出台了各方面的促消费政策,包括新能源车、绿色智能家电、加大线上促销力度等。例如,上海宣布以2亿元财政补贴范围覆盖电冰箱、电视机、洗碗机等八大类一级能效家电。</p><p>被压制的消费潜力已经在释放。今年天猫双11甫一开售,仅用时1秒,消费者就买走了10个亿的iPhone手机,首小时超过去年双11全天。家电方面,以海尔为例,在天猫开卖仅5分钟,销售额破10亿,足见天猫的爆发效率远超同行。</p><p><b>云计算等待价值实现</b></p><p>在阿里的三条主赛道中,云计算与其未来的增长息息相关。随着数字化技术的深化发展和企业上云的进一步拓展,阿里云的先发优势和技术竞争力十分明显,短期需求波动后,将借助结构的持续优化对收入和估值形成重要贡献。</p><p>阿里云对于阿里的未来增长贡献可以参考AWS之于亚马逊。2022年二季度,亚马逊AWS的收入为197亿美元,同比增长33%;而阿里云业务季度收入同比增长10%至176.85亿元,连续7个季度实现盈利。</p><p>行业研究机构Gartner数据显示,2021年全球云计算市场增长到了908.9亿美元的规模。这意味着无论是始于2002年的AWS,还是创建于2009年的阿里云,都仍有着巨大的发展空间和扩张潜力,收入和利润的增长空间很大。</p><p>Gartner发布的2021年全球云计算IaaS市场份额数据还显示,阿里云排名全球第三,仅在亚马逊、<a href=\"https://laohu8.com/S/MSFT.US\">微软</a>之后,市场份额为9.55%,连续六年实现份额增长;同时,阿里云排名亚太市场第一,市场份额为25.53%。</p><p>从AWS的客户分布来看,其客户构成横跨酒店和旅行、媒体娱乐、电信、金融服务、医疗、制造、能源等各个行业,今年二季度官宣的新客户就包括<a href=\"https://laohu8.com/S/DAL.US\">达美航空</a>、英国最大的电信公司BT(大英电信)以及华尔街知名投行杰富瑞。</p><p>回看阿里云,二季度,阿里云来自非互联网行业的客户收入占总收入的比例达到53%,较去年同期上升超5个百分点。<b>多家机构认为,对阿里云而言,来自非互联网行业的收入增长以及潜在的国际扩张可以为长期增长提供动力。</b></p><p>11月4日的2022云栖大会云原生数据库峰会上,相关数据库负责人表示,中国人寿使用阿里云自研的PolarDB数据库,已经支撑公司数十套金融核心系统,实现了关键核心技术的敏捷可控。随着阿里云在产品丰富度、行业覆盖度、性能等方面的不断提升,更多企业的上云需求得到充分释放,云计算将给阿里的利润增长、业务拓展等带来更加深远的影响。</p><p>从底层逻辑来说,云计算的发展离不开长期技术的投入和不断革新突破,阿里通过率先自研CPU芯片、升级功效,在技术方面拥有较雄厚的资源和优势。今年9月,阿里宣布向云计算部门投资10亿美元,这笔投资是向对其未来增长至关重要的部分业务注入了关键资金,华尔街认为,近年来阿里在云计算领域的投入已使其建立起与亚马逊和微软(MSFT)相媲美的业务。</p><p>2021年云栖大会,阿里平头哥发布首颗自研CPU芯片倚天710,该芯片针对云场景研发,同时兼顾了性能与易用性;到了今年的云栖大会,阿里宣布倚天710已大规模应用,阿里云未来两年20%的新增算力将使用自研CPU,这是阿里算力攻坚的重要突破。</p><p>目前,倚天710已在阿里云数据中心大规模部署,并以云的形式服务阿里巴巴和多家互联网科技公司,算力性价比提升超30%,单位算力功耗降低60%。</p><p><b>出海,重要的引擎之一!</b></p><p>新的增长故事中,出海也是重要的引擎之一。今年二季度,阿里的国际业务中,国际零售商业业务收入为105.24亿元;跨境电商Lazada在东南亚的订单录得10%的同比增长;IaaS市场也在不断向外延伸,5月20日,阿里云宣布位于泰国的云数据中心正式启用,这是阿里云在东南亚的第10座数据中心。至此,阿里云在全球27个地域运营着84个可用区。</p><p>东南亚始终是阿里的出海前沿,也用实际的增长证明了其业务上的发展潜力。在2021阿里巴巴投资者日上,阿里云智能总裁张建锋表示,阿里云的东南亚市场营收增长超60%,这一增速远超国内。今年8月,阿里巴巴以约1亿美元的现金对价收购了印度尼西亚电信运营商PT Smart Telecom(Smartfren)6%的股份,在此基础上迅速进一步介入东南亚这一全球增速最快的数据中心市场。</p><p><span style=\"color:rgba(131,41,34,1);\">综上,从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位,且均在不断投入、持续增长。在外部环境向好、业务稳健增长、利润表现或超预期的背景下,可以期待市场将带来阿里的估值修复和长期价值的兑现,并进而引领中概股整体的价值重估。</span></p><blockquote>绩前,国内机构一致唱好</blockquote><p>国内不少机构对阿里2023财年第二财季的业绩作出预测。<b>国海证券预计</b>,<span style=\"color:rgba(139,43,36,1);\">第二财季阿里将实现总营收2,067亿元(YoY+3%,QoQ+1%),经调整 EBITA同比提升5%至296亿元,经调整 EBITA margin为14%。</span></p><p>具体到细分业务,该机构预计中国商业业务实现营收1,377亿元(YoY+5%,QoQ-3%),中国商业经调整EBITA margin为30%;国际商业业务预计营收155亿元(YoY+3%,QoQ+0%),国际商业经调整EBITA margin为-12%;云计算业务预计营收220亿元(YoY+10%,QoQ+24%),云计算经调整EBITA margin为2%。</p><p><b>安信证券分析,</b>阿里在降本增效、核心电商业务逐步恢复以及新业务持续减亏驱动下调整后EBITA有望重拾增长。<span style=\"color:rgba(139,43,36,1);\">预计公司2QFY23收入同比+3.7%至2082亿元,季度内整体调整后EBITA同比+2.0%至286亿元,维持买入-A评级,美股/港股SOTP目标价至143美元/139港元。</span></p><p><b>东吴证券表示:</b>本季度疫情影响总体减弱,各项业务逐渐恢复,<span style=\"color:rgba(143,44,36,1);\">我们预计阿里巴巴FY2023Q2收入同比上升3.5%达到2077亿元,预计经调整EBITA为297亿元,同比上升6%,Adj-EBITAMargin为14.3%。</span></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":"1106322144","content_text":"摘要:绩前,阿里获机构“齐声”唱好!从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位。彭博预计阿里2QFY23营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。阿里巴巴将于11月17日发布2023财年第二季度业绩,根据彭博一致预期,阿里巴巴2023财年第二季度营收为2092.44亿元人民币;调整后净利润为292.89亿元人民币。基本盘是否稳定?解析阿里三大核心赛道在经历去年的大跌之后,阿里巴巴股价仍然从年初至今已下跌超40%,有些投资者怀疑,是不是阿里巴巴核心业务出了什么问题?要判断阿里的基本盘是否稳定,需要从其三大主赛道的基本面、布局、挑战和未来发展潜力入手。(阿里的三条主赛道:消费、云计算和全球化)核心电商:传统优势在夯实,新优势在构建电商是阿里的核心业务,在营收占比约七成。面临外部的不确定性,阿里电商基本盘的稳健,一方面体现在传统优势在夯实,包括其消费者心智强,商业效率高,供给最丰富;另一方面源自新的优势在构建,包括增强供应链能力建设,内容化持续进展,消费体验在提升等带来的增量势能。在国内消费复苏、尤其是线上消费发展强劲的背景下,淘系将进一步成为商家经营主阵地,进而激发更多潜力、发挥出更多商业价值。如今对于主播与商家而言,淘系正在形成“从交易到消费”的一个生态,最大化提升客群质量和消费者黏性,而非一个单纯的销售平台。这是与其他市场玩家最不同的地方。淘系生态的优势在于用户全生命周期的价值最大化。这背后与其长期能力积累息息相关。在上一季的财报分析师电话会上,阿里巴巴集团董事会主席兼首席执行官张勇直言不讳:直播是技术,电商是产业。从GMV看,经历了过去两个季度的承压下跌,机构普遍预测将有边际复苏。在直播成为电商增量战场的当下,淘宝对不同量级的主播、达人的高吸引力成为其生态的另一发展势能。与抖音、快手相比,淘宝布局直播最早,客户群体数量最大、转化率也最高。双11之前,罗永浩、俞敏洪等达人及主播悉数在淘宝开播。头部高人气主播对成交额带来了直观而明显的拉动作用。预售首小时,102个品牌成交额过亿元,3000个品牌成交额翻倍增长。淘宝直播的腰部主播、新主播也出现了很大的增量,预售引导金额分别有365%、684%同比增长;直播机构的预售引导金额,也有165%的同比增长。新业务方面阿里也在持续降本增效、寻求增量。2022年6月份季度业绩显示,淘宝及淘特上M2C(工厂直接面向消费者)商品产生的支付GMV同比增长超过40%。社区电商品牌淘菜菜则通过迅速进驻人口密度较高且具有可观购买力的地区,在6月份季度GMV同比增长超过200%。这些数据都显示出,淘系聚焦不同消费群体在进行用户分层、分类运营,接下来,多元消费矩阵将促进不同消费群体钱包份额的增长,进一步带来客群的拓展和黏性提高。外部来看,国内消费正在复苏,淘宝天猫平台将看到更多商业确定性与增长潜力。国家统计局数据显示,今年前三季度,社会消费品零售总额同比增长0.7%。其中,全国实物商品网上零售额同比增长6.1%,增速明显快于社会消费品零售总额。四季度开始,全国多地出台了各方面的促消费政策,包括新能源车、绿色智能家电、加大线上促销力度等。例如,上海宣布以2亿元财政补贴范围覆盖电冰箱、电视机、洗碗机等八大类一级能效家电。被压制的消费潜力已经在释放。今年天猫双11甫一开售,仅用时1秒,消费者就买走了10个亿的iPhone手机,首小时超过去年双11全天。家电方面,以海尔为例,在天猫开卖仅5分钟,销售额破10亿,足见天猫的爆发效率远超同行。云计算等待价值实现在阿里的三条主赛道中,云计算与其未来的增长息息相关。随着数字化技术的深化发展和企业上云的进一步拓展,阿里云的先发优势和技术竞争力十分明显,短期需求波动后,将借助结构的持续优化对收入和估值形成重要贡献。阿里云对于阿里的未来增长贡献可以参考AWS之于亚马逊。2022年二季度,亚马逊AWS的收入为197亿美元,同比增长33%;而阿里云业务季度收入同比增长10%至176.85亿元,连续7个季度实现盈利。行业研究机构Gartner数据显示,2021年全球云计算市场增长到了908.9亿美元的规模。这意味着无论是始于2002年的AWS,还是创建于2009年的阿里云,都仍有着巨大的发展空间和扩张潜力,收入和利润的增长空间很大。Gartner发布的2021年全球云计算IaaS市场份额数据还显示,阿里云排名全球第三,仅在亚马逊、微软之后,市场份额为9.55%,连续六年实现份额增长;同时,阿里云排名亚太市场第一,市场份额为25.53%。从AWS的客户分布来看,其客户构成横跨酒店和旅行、媒体娱乐、电信、金融服务、医疗、制造、能源等各个行业,今年二季度官宣的新客户就包括达美航空、英国最大的电信公司BT(大英电信)以及华尔街知名投行杰富瑞。回看阿里云,二季度,阿里云来自非互联网行业的客户收入占总收入的比例达到53%,较去年同期上升超5个百分点。多家机构认为,对阿里云而言,来自非互联网行业的收入增长以及潜在的国际扩张可以为长期增长提供动力。11月4日的2022云栖大会云原生数据库峰会上,相关数据库负责人表示,中国人寿使用阿里云自研的PolarDB数据库,已经支撑公司数十套金融核心系统,实现了关键核心技术的敏捷可控。随着阿里云在产品丰富度、行业覆盖度、性能等方面的不断提升,更多企业的上云需求得到充分释放,云计算将给阿里的利润增长、业务拓展等带来更加深远的影响。从底层逻辑来说,云计算的发展离不开长期技术的投入和不断革新突破,阿里通过率先自研CPU芯片、升级功效,在技术方面拥有较雄厚的资源和优势。今年9月,阿里宣布向云计算部门投资10亿美元,这笔投资是向对其未来增长至关重要的部分业务注入了关键资金,华尔街认为,近年来阿里在云计算领域的投入已使其建立起与亚马逊和微软(MSFT)相媲美的业务。2021年云栖大会,阿里平头哥发布首颗自研CPU芯片倚天710,该芯片针对云场景研发,同时兼顾了性能与易用性;到了今年的云栖大会,阿里宣布倚天710已大规模应用,阿里云未来两年20%的新增算力将使用自研CPU,这是阿里算力攻坚的重要突破。目前,倚天710已在阿里云数据中心大规模部署,并以云的形式服务阿里巴巴和多家互联网科技公司,算力性价比提升超30%,单位算力功耗降低60%。出海,重要的引擎之一!新的增长故事中,出海也是重要的引擎之一。今年二季度,阿里的国际业务中,国际零售商业业务收入为105.24亿元;跨境电商Lazada在东南亚的订单录得10%的同比增长;IaaS市场也在不断向外延伸,5月20日,阿里云宣布位于泰国的云数据中心正式启用,这是阿里云在东南亚的第10座数据中心。至此,阿里云在全球27个地域运营着84个可用区。东南亚始终是阿里的出海前沿,也用实际的增长证明了其业务上的发展潜力。在2021阿里巴巴投资者日上,阿里云智能总裁张建锋表示,阿里云的东南亚市场营收增长超60%,这一增速远超国内。今年8月,阿里巴巴以约1亿美元的现金对价收购了印度尼西亚电信运营商PT Smart Telecom(Smartfren)6%的股份,在此基础上迅速进一步介入东南亚这一全球增速最快的数据中心市场。综上,从消费、云计算和全球化三条主赛道看,阿里依然在行业占据很强的优势地位,且均在不断投入、持续增长。在外部环境向好、业务稳健增长、利润表现或超预期的背景下,可以期待市场将带来阿里的估值修复和长期价值的兑现,并进而引领中概股整体的价值重估。绩前,国内机构一致唱好国内不少机构对阿里2023财年第二财季的业绩作出预测。国海证券预计,第二财季阿里将实现总营收2,067亿元(YoY+3%,QoQ+1%),经调整 EBITA同比提升5%至296亿元,经调整 EBITA margin为14%。具体到细分业务,该机构预计中国商业业务实现营收1,377亿元(YoY+5%,QoQ-3%),中国商业经调整EBITA margin为30%;国际商业业务预计营收155亿元(YoY+3%,QoQ+0%),国际商业经调整EBITA margin为-12%;云计算业务预计营收220亿元(YoY+10%,QoQ+24%),云计算经调整EBITA margin为2%。安信证券分析,阿里在降本增效、核心电商业务逐步恢复以及新业务持续减亏驱动下调整后EBITA有望重拾增长。预计公司2QFY23收入同比+3.7%至2082亿元,季度内整体调整后EBITA同比+2.0%至286亿元,维持买入-A评级,美股/港股SOTP目标价至143美元/139港元。东吴证券表示:本季度疫情影响总体减弱,各项业务逐渐恢复,我们预计阿里巴巴FY2023Q2收入同比上升3.5%达到2077亿元,预计经调整EBITA为297亿元,同比上升6%,Adj-EBITAMargin为14.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662753619,"gmtCreate":1666779481731,"gmtModify":1666779525498,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 蚪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119528577134700","authorIdStr":"4119528577134700"},"themes":[],"htmlText":"腾讯的狗托-段永平,这点把戏真丢人!","listText":"腾讯的狗托-段永平,这点把戏真丢人!","text":"腾讯的狗托-段永平,这点把戏真丢人!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662753619","repostId":"2278171407","repostType":2,"repost":{"id":"2278171407","kind":"highlight","pubTimestamp":1666743854,"share":"https://www.laohu8.com/m/news/2278171407?lang=&edition=full","pubTime":"2022-10-26 08:24","market":"hk","language":"zh","title":"又加仓了!段永平年内第六次买入腾讯,拐点将至?回购力度也\"翻倍\",已斥资245亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2278171407","media":"券商中国","summary":"段永平又出手了。这已经是段永平今年以来第六次加仓腾讯了,此前他在2月、3月、4月、8月、10月先后5次买入腾讯。 在股价表现上,去年以来腾讯的股价一路下跌,今年已经累计下跌53.23%。就腾讯自身而言,该公司今年以来已回购76次,斥资245亿港元远超往年,且还在10月中旬加大了回购力度,单日回购金额从3亿港元左右提升达到6亿港元。","content":"<p>段永平又出手了。</p><p>“又买了一点,虽然不知道到底发生了什么。”投资大佬段永平又一次加仓腾讯。这已经是段永平今年以来第六次加仓腾讯了,此前他在2月、3月、4月、8月、10月先后5次买入腾讯。</p><p>在股价表现上,去年以来腾讯的股价一路下跌,今年已经累计下跌53.23%。就腾讯自身而言,该公司今年以来已回购76次,斥资245亿港元远超往年,且还在10月中旬加大了回购力度,单日回购金额从3亿港元左右提升达到6亿港元。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/408/w550h658/20221026/9364-72f15a594b63c662c56bf480f7e21e89.jpg\" tg-width=\"550\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>消息面上,10月24日,针对市场传闻的“<a href=\"https://laohu8.com/S/CHL\">中国移动</a>收购腾讯部分股权,实现腾讯部分国有化”一事,腾讯方面回应券商中国记者称,该消息不实。</p><p>段永平年内六次加仓腾讯</p><p>10月25日,在市场震荡之下,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>低开后小幅震荡,一度跌破200港元关口,向下触及198.6港元,创2017年3月以来新低,不过,收盘翻红,收于206.4港元/股,上涨0.1%。</p><p>10月25日,知名投资人段永平通过其雪球账号“大道无形我有型”透露,再次买入腾讯控股在美国挂牌的ADR。</p><p>“又买了一点,虽然不知道到底发生了什么。”段永平在雪球发帖称,并用“看看<a href=\"https://laohu8.com/S/AAPL\">苹果</a>就明白了”来回复其他投资者的互动。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/2/w1h1/20221026/b68b-dd477371bc4e68ba2fb75f19ab39e68a.jpg\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"http://n.sinaimg.cn/finance/crawl/123/w550h373/20221026/6dc6-32ded48329eea67fa58f62c57dc37f22.png\" tg-width=\"550\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>实际上,这已经是段永平今年以来第六次“抄底”腾讯。</p><p>回顾以往,最近一次买入腾讯是10月13日,段永平表示,买入了美国挂牌的腾讯ADR(美国存托凭证)价格为32.05美元,合计买入10万股,耗资约320万美元(约合人民币2294万元)。</p><p>今年2月28日,段永平发帖称,“(腾讯)低过我上次买的价钱了,那明天再买点”。</p><p>今年4月下旬,段永平发帖表示,刚以42.71美元买入腾讯控股(ADR),并还表示“分红的钱终于花掉了”。</p><p>今年8月1日,段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR。若以此计算,耗资373.7万美元(约合2530万人民币)。此外他还表示,如果腾讯ADR跌至30美元以下,将会再多买一些。</p><p>不过,在今年8月,段永平透露其对腾讯持仓位不高,“目前还不到1%,还不算实质性投入”。</p><p>行情数据显示,腾讯控股自去年以来总体处于下跌态势,2021年2月18日腾讯控股股价曾高达758.9港元,截至目前价格为206.4港元/股,累计跌幅超七成,腾讯控股的ADR也大幅下跌,最新腾讯ADR报价25.68美元,这意味着,段永平大概率浮亏。</p><p>对于腾讯,段永平在今年8月曾阐释过看法,“腾讯对我来说确定性确实比苹果小不少,这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单。不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易。我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实还是有些事情没想清楚。”</p><p>腾讯今年已回购76次</p><p>今年对于腾讯来说,除了应对业绩下滑的压力,还有来自股东减持带来的股价下跌挑战。</p><p>今年上半腾讯总收入为2695亿元,同比下降1%。按非国际财务报告准则,公司权益持有人应占盈利为537亿元,同比下降20%。</p><p>此前的6月27日,腾讯控股公告称,主要股东Prosus(由Naspers拥有大多数股权及本公司控股股东)及Naspers宣布,将开启一项长期、开放式回购计划,用以提高每股资产净值,回购资金将通过Naspers集团有序小幅出售腾讯公司股票获得。Naspers预计,每天出售的腾讯股份数目平均不会超过腾讯日平均成交量的3%-5%。</p><p>为了提振信心,腾讯今年以来进行了远超往年的回购,尤其是今年第三季度以来,维持了较高的回购力度。</p><p>根据券商中国记者统计,截至10月14日,腾讯今年以来累计回购了76次,合计回购耗资金额达到245亿港元,远超2021年全年的回购规模。其中,6月28日至今已累计回购51笔,期间平均耗资约3.5亿港元,单日回购金额由初期的3亿港元,提升至3.5亿港元,而10月中旬三个交易日(10月12日、13日和14日)单日回购金额均提高到6亿港元以上。</p><p><a href=\"https://laohu8.com/S/000750\">国海证券</a>分析认为,腾讯回购计划是回馈股东、提振市场信心的有效方式。从历史来看,股票回购大幅增加可能是中期市场底部的一个有效且实用的领先指标,考虑到目前互联网平台公司估值大都处于历史低位,看好政策回暖、后续疫情和宏观边际改善后公司的业绩提振,以及中长期增长潜力。</p><p>责编:战术恒</p><p>校对:苏焕文</p><p></p>","source":"highlight_sina","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>又加仓了!段永平年内第六次买入腾讯,拐点将至?回购力度也\"翻倍\",已斥资245亿</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又加仓了!段永平年内第六次买入腾讯,拐点将至?回购力度也\"翻倍\",已斥资245亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 08:24 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-10-26/doc-imqqsmrp3787033.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>段永平又出手了。“又买了一点,虽然不知道到底发生了什么。”投资大佬段永平又一次加仓腾讯。这已经是段永平今年以来第六次加仓腾讯了,此前他在2月、3月、4月、8月、10月先后5次买入腾讯。在股价表现上,去年以来腾讯的股价一路下跌,今年已经累计下跌53.23%。就腾讯自身而言,该公司今年以来已回购76次,斥资245亿港元远超往年,且还在10月中旬加大了回购力度,单日回购金额从3亿港元左右提升达到6亿港元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-10-26/doc-imqqsmrp3787033.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","00700":"腾讯控股","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China 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ACC"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-10-26/doc-imqqsmrp3787033.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2278171407","content_text":"段永平又出手了。“又买了一点,虽然不知道到底发生了什么。”投资大佬段永平又一次加仓腾讯。这已经是段永平今年以来第六次加仓腾讯了,此前他在2月、3月、4月、8月、10月先后5次买入腾讯。在股价表现上,去年以来腾讯的股价一路下跌,今年已经累计下跌53.23%。就腾讯自身而言,该公司今年以来已回购76次,斥资245亿港元远超往年,且还在10月中旬加大了回购力度,单日回购金额从3亿港元左右提升达到6亿港元。消息面上,10月24日,针对市场传闻的“中国移动收购腾讯部分股权,实现腾讯部分国有化”一事,腾讯方面回应券商中国记者称,该消息不实。段永平年内六次加仓腾讯10月25日,在市场震荡之下,腾讯控股低开后小幅震荡,一度跌破200港元关口,向下触及198.6港元,创2017年3月以来新低,不过,收盘翻红,收于206.4港元/股,上涨0.1%。10月25日,知名投资人段永平通过其雪球账号“大道无形我有型”透露,再次买入腾讯控股在美国挂牌的ADR。“又买了一点,虽然不知道到底发生了什么。”段永平在雪球发帖称,并用“看看苹果就明白了”来回复其他投资者的互动。实际上,这已经是段永平今年以来第六次“抄底”腾讯。回顾以往,最近一次买入腾讯是10月13日,段永平表示,买入了美国挂牌的腾讯ADR(美国存托凭证)价格为32.05美元,合计买入10万股,耗资约320万美元(约合人民币2294万元)。今年2月28日,段永平发帖称,“(腾讯)低过我上次买的价钱了,那明天再买点”。今年4月下旬,段永平发帖表示,刚以42.71美元买入腾讯控股(ADR),并还表示“分红的钱终于花掉了”。今年8月1日,段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR。若以此计算,耗资373.7万美元(约合2530万人民币)。此外他还表示,如果腾讯ADR跌至30美元以下,将会再多买一些。不过,在今年8月,段永平透露其对腾讯持仓位不高,“目前还不到1%,还不算实质性投入”。行情数据显示,腾讯控股自去年以来总体处于下跌态势,2021年2月18日腾讯控股股价曾高达758.9港元,截至目前价格为206.4港元/股,累计跌幅超七成,腾讯控股的ADR也大幅下跌,最新腾讯ADR报价25.68美元,这意味着,段永平大概率浮亏。对于腾讯,段永平在今年8月曾阐释过看法,“腾讯对我来说确定性确实比苹果小不少,这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单。不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易。我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实还是有些事情没想清楚。”腾讯今年已回购76次今年对于腾讯来说,除了应对业绩下滑的压力,还有来自股东减持带来的股价下跌挑战。今年上半腾讯总收入为2695亿元,同比下降1%。按非国际财务报告准则,公司权益持有人应占盈利为537亿元,同比下降20%。此前的6月27日,腾讯控股公告称,主要股东Prosus(由Naspers拥有大多数股权及本公司控股股东)及Naspers宣布,将开启一项长期、开放式回购计划,用以提高每股资产净值,回购资金将通过Naspers集团有序小幅出售腾讯公司股票获得。Naspers预计,每天出售的腾讯股份数目平均不会超过腾讯日平均成交量的3%-5%。为了提振信心,腾讯今年以来进行了远超往年的回购,尤其是今年第三季度以来,维持了较高的回购力度。根据券商中国记者统计,截至10月14日,腾讯今年以来累计回购了76次,合计回购耗资金额达到245亿港元,远超2021年全年的回购规模。其中,6月28日至今已累计回购51笔,期间平均耗资约3.5亿港元,单日回购金额由初期的3亿港元,提升至3.5亿港元,而10月中旬三个交易日(10月12日、13日和14日)单日回购金额均提高到6亿港元以上。国海证券分析认为,腾讯回购计划是回馈股东、提振市场信心的有效方式。从历史来看,股票回购大幅增加可能是中期市场底部的一个有效且实用的领先指标,考虑到目前互联网平台公司估值大都处于历史低位,看好政策回暖、后续疫情和宏观边际改善后公司的业绩提振,以及中长期增长潜力。责编:战术恒校对:苏焕文","news_type":1},"isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662785279,"gmtCreate":1666768116291,"gmtModify":1666768134671,"author":{"id":"4119528577134700","authorId":"4119528577134700","name":"小蝌 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