Link陛下的个人主页 - 老虎社区

Link陛下

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IP属地：浙江

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11-21

$台积电(TSM)$

$礼来(LLY)$ 立贴为誓，在盈利有限或者亏损情况下。高风险票不碰。10年内这三家公司依旧是行业头部

08-29

丢人丢到国外去了

罕见！苹果、三星同时向小米发法律通知：要求停止争议营销

11-28

真金白银支持

多家银行商谈再向甲骨文、VANTAGE提供380亿美元贷款

11-11

那英伟达是不是更要卖爆了

“大空头”切换“战斗模式”！Burry：科技巨头“低估折旧导致利润虚高”

10-20

不怕死的知道怎么选的

小米YU7销量直追特斯拉Model Y

10-06

嫦娥应悔偷灵药,碧海青天夜夜心。应该永远不碰医药股吧[流泪]

09-30

自己是铁公鸡一个不建，来擦边别人的

小米汽充电地图已覆盖超过150万个充电桩

09-26

这算什么？别人的就是自己的，自己不建还标榜自己？

雷军立2025年FLAG：要成为“公用桩充电之王”

08-25

也配讲长期主义？这个世纪最大的笑话😆

拼多多Q2盈利超预期，高管称“不认为这个季度的利润可以持续”

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 和数据中心建设商VANTAGE提供380亿美元贷款，以资助其为OpenAI建设更多数据中心。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8580cba23860abfdac20344f38e605\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122965408","content_text":"据英国金融时报：多家银行正商谈再向 甲骨文 和数据中心建设商VANTAGE提供380亿美元贷款，以资助其为OpenAI建设更多数据中心。","news_type":1,"symbols_score_info":{"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502563470332816,"gmtCreate":1763715155985,"gmtModify":1763715157903,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4122900171752230","idStr":"4122900171752230"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 立贴为誓，在盈利有限或者亏损情况下。高风险票不碰。10年内这三家公司依旧是行业头部","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v 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立贴为誓，在盈利有限或者亏损情况下。高风险票不碰。10年内这三家公司依旧是行业头部","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/502563470332816","isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499070733615256,"gmtCreate":1762869074040,"gmtModify":1762869076413,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4122900171752230","idStr":"4122900171752230"},"themes":[],"title":"","htmlText":"那英伟达是不是更要卖爆了","listText":"那英伟达是不是更要卖爆了","text":"那英伟达是不是更要卖爆了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499070733615256","repostId":"2582333868","repostType":2,"repost":{"id":"2582333868","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1762829144,"share":"https://www.laohu8.com/m/news/2582333868?lang=zh_CN&edition=full","pubTime":"2025-11-11 10:45","market":"other","language":"zh","title":"“大空头”切换“战斗模式”！Burry：科技巨头“低估折旧导致利润虚高”","url":"https://stock-news.laohu8.com/highlight/detail?id=2582333868","media":"华尔街见闻","summary":"\"大空头\"Michael Burry指出AI芯片等设备实际寿命仅2-3年，但部分公司将折旧周期延长至6年。他预计从2026到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。摩根士丹利和美银也曾发出警告，未来折旧费用激增将严重冲击科技巨头盈利能力。","content":"<html><head></head><body><blockquote><p>&#34;大空头&#34;Michael Burry指出AI芯片等设备实际寿命仅2-3年，但部分公司将折旧周期延长至6年。他预计从2026到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。摩根士丹利和美银也曾发出警告，未来折旧费用激增将严重冲击科技巨头盈利能力。</p></blockquote><p style=\"text-align: left;\">以预测2008年金融危机而闻名的“大空头”Michael Burry再次将矛头对准科技巨头。</p><p style=\"text-align: left;\">11月11日，Michael Burry在其社交平台发帖称，<strong>科技巨头通过延长资产的“有效使用寿命”来低估折旧，从而人为地抬高收益</strong>。<strong>他估计从2026年到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。</strong></p><p style=\"text-align: left;\">Burry承诺将在11月25日披露更多细节。他特别指出，<strong>到2028年，甲骨文的利润可能被夸大26.9%，而Meta的利润可能被夸大20.8%。</strong></p><p style=\"text-align: left;\">值得注意的是，此前他曾披露持有英伟达和Palantir看跌期权，这再度引发市场对其看空AI行业立场的关注。</p><p style=\"text-align: left;\">此前，摩根士丹利和美国银行等华尔街投行也已发出警告，认为<strong>市场严重低估了当前AI投资的真实规模，且对未来折旧费用的冲击准备不足，这可能导致科技巨头的真实盈利能力远低于市场预期。</strong></p><h2 id=\"efffd80b\">会计“戏法”，延长硬件寿命以平滑成本</h2><p style=\"text-align: justify;\">Burry认为科技巨头正在会计处理上玩“把戏”。</p><p style=\"text-align: justify;\">他在其X平台的帖子中指出，科技巨头们通过延长资产的“有效使用寿命”来低估折旧，从而人为地抬高收益，而这是“现代最常见的欺诈之一”。</p><p style=\"text-align: justify;\">他认为，<strong>在科技公司大规模采购英伟达芯片和服务器以扩充算力的背景下，这些通常只有2至3年产品周期的计算设备，其折旧年限不应被延长。</strong></p><p style=\"text-align: justify;\">然而，包括Meta、Alphabet、微软、甲骨文和亚马逊在内的“超大规模”玩家们却正是这么做的，一些公司甚至将折旧周期延长至6年。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad289aa18c6e902f42ae0de3dac53393\" tg-width=\"891\" tg-height=\"411\"/></p><p>(科技巨头每年关于服务器和网络设备的预计使用寿命)</p><p style=\"text-align: justify;\">不过，亚马逊在2025年第一季度已将部分服务器和网络设备的预计使用寿命从六年缩短至五年，理由正是AI技术发展的加速。</p><p style=\"text-align: justify;\"><strong>一旦这种趋势逆转并扩大，将导致折旧费用被加速确认，对短期盈利造成冲击。</strong></p><h2 id=\"3f62a55b\">折旧“定时炸弹”，市场尚未消化未来的盈利冲击</h2><p style=\"text-align: justify;\"><strong>此前美银也曾认为，华尔街对未来折旧费用的增长速度“反应迟钝”。</strong></p><p style=\"text-align: justify;\"><strong>美银分析师Justin Post在报告中指出，随着谷歌、Meta和亚马逊的资本支出在2024年和2025年大幅增长，其折旧费用必然会在2026年后加速。</strong></p><p style=\"text-align: justify;\">据其测算，到2027年，仅这三家公司的折旧费用，<strong>市场普遍预测就可能比实际情况低了近164亿美元，这意味着它们未来的实际盈利能力或远低于当前的市场共识。</strong></p><p style=\"text-align: justify;\"><strong>此外，AI资产的“短寿”问题加剧了这一风险。</strong>用于AI计算的GPU等硬件技术迭代快、负荷高，有效寿命可能仅为三到五年。这一趋势与科技巨头延长设备使用年限的做法背道而驰。</p><h2 id=\"a34dfe99\">华尔街的警钟，被低估的资本开支与“表外”扩张</h2><p style=\"text-align: justify;\">摩根士丹利的研究则强调科技巨头AI资本开支强度正逼近互联网泡沫时期的峰值水平，但公开数据并未完全反映投资全貌。</p><p style=\"text-align: justify;\"><strong>摩根士丹利强调，两大因素导致了实际投资规模被低估。</strong></p><p style=\"text-align: justify;\"><strong>首先</strong>是融资租赁的兴起。微软和甲骨文等公司正越来越多地通过此种“表外”工具建设数据中心，其初始投资不计入传统的资本支出。</p><p style=\"text-align: justify;\">据该行估算，计入融资租赁后，微软2026财年的资本支出与销售额之比将从28%跃升至38%。</p><p style=\"text-align: justify;\"><strong>其次</strong>是“在建工程（CIP）”的延迟效应，大量已支出的资本沉淀在资产负债表上，尚未开始计提折旧，其对利润的冲击才刚刚开始。</p><p style=\"text-align: justify;\">美国银行则警告称，<strong>AI基础设施市场可能重演历史上因激进投资导致产能过剩和价格战的模式</strong>。</p><p style=\"text-align: justify;\"><strong>美银认为，如果供应增长持续超过需求，最早在2027年，行业内可能会爆发更激进的定价策略</strong>。</p><p style=\"text-align: justify;\"><strong>届时，为了维持数据中心的利用率，超大规模厂商可能被迫降价，从而侵蚀其盈利能力。这一预测，也为Burry关于科技巨头盈利能力虚高的观点提供了另一层面的佐证。</strong></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>“大空头”切换“战斗模式”！Burry：科技巨头“低估折旧导致利润虚高”</title>\n<style 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href=\"https://wallstreetcn.com/articles/3759101\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"META":"Meta Platforms, Inc.","ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3759101","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582333868","content_text":"\"大空头\"Michael Burry指出AI芯片等设备实际寿命仅2-3年，但部分公司将折旧周期延长至6年。他预计从2026到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。摩根士丹利和美银也曾发出警告，未来折旧费用激增将严重冲击科技巨头盈利能力。以预测2008年金融危机而闻名的“大空头”Michael Burry再次将矛头对准科技巨头。11月11日，Michael Burry在其社交平台发帖称，科技巨头通过延长资产的“有效使用寿命”来低估折旧，从而人为地抬高收益。他估计从2026年到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。Burry承诺将在11月25日披露更多细节。他特别指出，到2028年，甲骨文的利润可能被夸大26.9%，而Meta的利润可能被夸大20.8%。值得注意的是，此前他曾披露持有英伟达和Palantir看跌期权，这再度引发市场对其看空AI行业立场的关注。此前，摩根士丹利和美国银行等华尔街投行也已发出警告，认为市场严重低估了当前AI投资的真实规模，且对未来折旧费用的冲击准备不足，这可能导致科技巨头的真实盈利能力远低于市场预期。会计“戏法”，延长硬件寿命以平滑成本Burry认为科技巨头正在会计处理上玩“把戏”。他在其X平台的帖子中指出，科技巨头们通过延长资产的“有效使用寿命”来低估折旧，从而人为地抬高收益，而这是“现代最常见的欺诈之一”。他认为，在科技公司大规模采购英伟达芯片和服务器以扩充算力的背景下，这些通常只有2至3年产品周期的计算设备，其折旧年限不应被延长。然而，包括Meta、Alphabet、微软、甲骨文和亚马逊在内的“超大规模”玩家们却正是这么做的，一些公司甚至将折旧周期延长至6年。(科技巨头每年关于服务器和网络设备的预计使用寿命)不过，亚马逊在2025年第一季度已将部分服务器和网络设备的预计使用寿命从六年缩短至五年，理由正是AI技术发展的加速。一旦这种趋势逆转并扩大，将导致折旧费用被加速确认，对短期盈利造成冲击。折旧“定时炸弹”，市场尚未消化未来的盈利冲击此前美银也曾认为，华尔街对未来折旧费用的增长速度“反应迟钝”。美银分析师Justin Post在报告中指出，随着谷歌、Meta和亚马逊的资本支出在2024年和2025年大幅增长，其折旧费用必然会在2026年后加速。据其测算，到2027年，仅这三家公司的折旧费用，市场普遍预测就可能比实际情况低了近164亿美元，这意味着它们未来的实际盈利能力或远低于当前的市场共识。此外，AI资产的“短寿”问题加剧了这一风险。用于AI计算的GPU等硬件技术迭代快、负荷高，有效寿命可能仅为三到五年。这一趋势与科技巨头延长设备使用年限的做法背道而驰。华尔街的警钟，被低估的资本开支与“表外”扩张摩根士丹利的研究则强调科技巨头AI资本开支强度正逼近互联网泡沫时期的峰值水平，但公开数据并未完全反映投资全貌。摩根士丹利强调，两大因素导致了实际投资规模被低估。首先是融资租赁的兴起。微软和甲骨文等公司正越来越多地通过此种“表外”工具建设数据中心，其初始投资不计入传统的资本支出。据该行估算，计入融资租赁后，微软2026财年的资本支出与销售额之比将从28%跃升至38%。其次是“在建工程（CIP）”的延迟效应，大量已支出的资本沉淀在资产负债表上，尚未开始计提折旧，其对利润的冲击才刚刚开始。美国银行则警告称，AI基础设施市场可能重演历史上因激进投资导致产能过剩和价格战的模式。美银认为，如果供应增长持续超过需求，最早在2027年，行业内可能会爆发更激进的定价策略。届时，为了维持数据中心的利用率，超大规模厂商可能被迫降价，从而侵蚀其盈利能力。这一预测，也为Burry关于科技巨头盈利能力虚高的观点提供了另一层面的佐证。","news_type":1,"symbols_score_info":{"META":1.5,"ORCL":1.5}},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491231183552944,"gmtCreate":1760950353739,"gmtModify":1760950356107,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4122900171752230","idStr":"4122900171752230"},"themes":[],"htmlText":"不怕死的知道怎么选的","listText":"不怕死的知道怎么选的","text":"不怕死的知道怎么选的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491231183552944","repostId":"2576836100","repostType":2,"repost":{"id":"2576836100","kind":"news","pubTimestamp":1760946313,"share":"https://www.laohu8.com/m/news/2576836100?lang=zh_CN&edition=full","pubTime":"2025-10-20 15:45","market":"us","language":"zh","title":"小米YU7销量直追特斯拉Model  Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2576836100","media":"三言科技","summary":"特斯拉Model Y以292843辆零售量稳居榜首，小米YU7凭借47193辆销量跃居次席，蔚来ES6则以35076辆位列第三。9月单月数据中，Model Y仍以51173辆领跑，小米YU7以22369辆紧随其后，理想i8以5716辆位居第三。小米YU7的市场表现尤为值得关注。作为新晋选手，其1-9月累计销量已达Model Y的16.1%，9月单月销量更达到Model Y的43.7%，显示出强劲的追赶势头。小米YU7的崛起，不仅印证了中国车企在高端新能源市场的突破能力，更预示着全球新能源汽车市场格局或将迎来深刻变革。","content":"<html><body><article><p>据<a href=\"https://laohu8.com/S/BITA\">易车</a>整理的乘联分会零售数据显示，2025年1-9月，30万级纯电SUV市场格局初显。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y以292843辆零售量稳居榜首，<a href=\"https://laohu8.com/S/XIACY\">小米</a>YU7凭借47193辆销量跃居次席，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ES6则以35076辆位列第三。9月单月数据中，Model Y仍以51173辆领跑，<a href=\"https://laohu8.com/S/01810\">小米</a>YU7以22369辆紧随其后，<a href=\"https://laohu8.com/S/LI\">理想</a>i8以5716辆位居第三。</p><p><a href=\"https://laohu8.com/S/81810\">小米</a>YU7的市场表现尤为值得关注。作为新晋选手，其1-9月累计销量已达Model Y的16.1%，9月单月销量更达到Model Y的43.7%，显示出强劲的追赶势头。这一成绩的取得，既得益于中国新能源产业链的成熟，也反映出本土品牌在技术迭代、成本控制及用户需求精准匹配方面的突破。</p><p>市场分析指出，30万级纯电SUV市场的竞争已进入白热化阶段，前10名车型均展现出较强的市场竞争力。小米YU7的崛起，不仅印证了中国车企在高端新能源市场的突破能力，更预示着全球新能源汽车市场格局或将迎来深刻变革。</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>小米YU7销量直追特斯拉Model  Y</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小米YU7销量直追特斯拉Model  Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-20 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020154800a6c34145&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据易车整理的乘联分会零售数据显示，2025年1-9月，30万级纯电SUV市场格局初显。特斯拉Model Y以292843辆零售量稳居榜首，小米YU7凭借47193辆销量跃居次席，蔚来ES6则以35076辆位列第三。9月单月数据中，Model Y仍以51173辆领跑，小米YU7以22369辆紧随其后，理想i8以5716辆位居第三。小米YU7的市场表现尤为值得关注。作为新晋选手，其1-9月累计销量已达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020154800a6c34145&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4588":"碎股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1720051017.SGD":"Allianz Global 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Y的43.7%，显示出强劲的追赶势头。这一成绩的取得，既得益于中国新能源产业链的成熟，也反映出本土品牌在技术迭代、成本控制及用户需求精准匹配方面的突破。市场分析指出，30万级纯电SUV市场的竞争已进入白热化阶段，前10名车型均展现出较强的市场竞争力。小米YU7的崛起，不仅印证了中国车企在高端新能源市场的突破能力，更预示着全球新能源汽车市场格局或将迎来深刻变革。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"01810":0.9,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486346290213008,"gmtCreate":1759765349042,"gmtModify":1759765351484,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4122900171752230","idStr":"4122900171752230"},"themes":[],"htmlText":"嫦娥应悔偷灵药,碧海青天夜夜心。应该永远不碰医药股吧[流泪]","listText":"嫦娥应悔偷灵药,碧海青天夜夜心。应该永远不碰医药股吧[流泪]","text":"嫦娥应悔偷灵药,碧海青天夜夜心。应该永远不碰医药股吧[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486346290213008","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484023608254976,"gmtCreate":1759198849913,"gmtModify":1759199150283,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4122900171752230","idStr":"4122900171752230"},"themes":[],"htmlText":"自己是铁公鸡一个不建，来擦边别人的","listText":"自己是铁公鸡一个不建，来擦边别人的","text":"自己是铁公鸡一个不建，来擦边别人的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484023608254976","repostId":"2571398514","repostType":2,"repost":{"id":"2571398514","kind":"news","pubTimestamp":1759193940,"share":"https://www.laohu8.com/m/news/2571398514?lang=zh_CN&edition=full","pubTime":"2025-09-30 08:59","market":"hk","language":"zh","title":"小米汽充电地图已覆盖超过150万个充电桩","url":"https://stock-news.laohu8.com/highlight/detail?id=2571398514","media":"车质网","summary":"9月29日，小米汽车宣布其充电地图已覆盖超过150万个充电桩，其中包含12万个超充桩和120万个直流快充桩。用户可通过小米汽车App实时查看合作充电站的充电桩状态、功率和价格等信息，并支持扫码充电和支付结算功能。小米汽车已与26家行业内优质运营商达成合作，包括蔚来能源和理想汽车等品牌，部分运营商如蔚来还支持即插即充服务。此外，小米推出了积分抵扣充电服务费的优惠活动，用户开通App功能后，1度电最低仅需0.2元，覆盖约130万个充电桩。 小米优选站还提供“跳枪必赔”权益，覆盖约15万个充电桩，跳枪事件可获赔60积分。该活动时间为9月29日至12月30日。","content":"<html><body><article><p>9月29日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车宣布其充电地图已覆盖超过150万个充电桩，其中包含12万个超充桩和120万个直流快充桩。用户可通过<a href=\"https://laohu8.com/S/01810\">小米</a>汽车App实时查看合作充电站的充电桩状态、功率和价格等信息，并支持扫码充电和支付结算功能。<a href=\"https://laohu8.com/S/81810\">小米</a>汽车已与26家行业内优质运营商达成合作，包括<a href=\"https://laohu8.com/S/NIO\">蔚来</a>能源和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等品牌，部分运营商如<a href=\"https://laohu8.com/S/09866\">蔚来</a>还支持即插即充服务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930090224466d16393e61tmwp7y\"/><p>此外，小米推出了积分抵扣充电服务费的优惠活动，用户开通App功能后，1度电最低仅需0.2元，覆盖约130万个充电桩。 小米优选站还提供“跳枪必赔”权益，覆盖约15万个充电桩，跳枪事件可获赔60积分。该活动时间为9月29日至12月30日。</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>小米汽充电地图已覆盖超过150万个充电桩</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小米汽充电地图已覆盖超过150万个充电桩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 08:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930090229a6a73721&s=b><strong>车质网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月29日，小米汽车宣布其充电地图已覆盖超过150万个充电桩，其中包含12万个超充桩和120万个直流快充桩。用户可通过小米汽车App实时查看合作充电站的充电桩状态、功率和价格等信息，并支持扫码充电和支付结算功能。小米汽车已与26家行业内优质运营商达成合作，包括蔚来能源和理想汽车等品牌，部分运营商如蔚来还支持即插即充服务。此外，小米推出了积分抵扣充电服务费的优惠活动，用户开通App功能后，1度电最低...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930090229a6a73721&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" 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SGD","BK1575":"同股不同权"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930090229a6a73721&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571398514","content_text":"9月29日，小米汽车宣布其充电地图已覆盖超过150万个充电桩，其中包含12万个超充桩和120万个直流快充桩。用户可通过小米汽车App实时查看合作充电站的充电桩状态、功率和价格等信息，并支持扫码充电和支付结算功能。小米汽车已与26家行业内优质运营商达成合作，包括蔚来能源和理想汽车等品牌，部分运营商如蔚来还支持即插即充服务。此外，小米推出了积分抵扣充电服务费的优惠活动，用户开通App功能后，1度电最低仅需0.2元，覆盖约130万个充电桩。 小米优选站还提供“跳枪必赔”权益，覆盖约15万个充电桩，跳枪事件可获赔60积分。该活动时间为9月29日至12月30日。","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"01810":1.5,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482699470598968,"gmtCreate":1758875294999,"gmtModify":1758877794183,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4122900171752230","idStr":"4122900171752230"},"themes":[],"htmlText":"这算什么？别人的就是自己的，自己不建还标榜自己？","listText":"这算什么？别人的就是自己的，自己不建还标榜自己？","text":"这算什么？别人的就是自己的，自己不建还标榜自己？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482699470598968","repostId":"2570800854","repostType":2,"repost":{"id":"2570800854","kind":"news","pubTimestamp":1758874708,"share":"https://www.laohu8.com/m/news/2570800854?lang=zh_CN&edition=full","pubTime":"2025-09-26 16:18","market":"hk","language":"zh","title":"雷军立2025年FLAG：要成为“公用桩充电之王”","url":"https://stock-news.laohu8.com/highlight/detail?id=2570800854","media":"汽车之家资讯","summary":"[汽车之家资讯] 日前，雷军在社交媒体上表示，小米汽车充电无忧已和13家行业内优质运营商达成充电补能网络合作，超过102万充电桩入驻“小米充电地图”，覆盖了365个城市。我们今年的Flag，要成为“公用桩充电之王”。小米汽车用户打开充电地图，可查看合作场站的动态数据，包括忙闲状态、功率、价格时段、占位费、停车费用等。目前，小米汽车可使用的充电桩超102万根，直流快充桩超80万根，覆盖365个城市，覆盖88.1%的高速服务区。（编译/汽车之家 秦超）","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 日前，雷军在社交媒体上表示，<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车充电无忧已和13家行业内优质运营商达成充电补能网络合作，超过102万充电桩入驻“<a href=\"https://laohu8.com/S/01810\">小米</a>充电地图”，覆盖了365个城市。我们今年的Flag，要成为“公用桩充电之王”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926161831534d163tqvd5fua2an\"/><p><a href=\"https://laohu8.com/S/81810\">小米</a>汽车用户打开充电地图，可查看合作场站的动态数据，包括忙闲状态、功率、价格时段、占位费、停车费用等。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926161834976d163um4zba9q4u7\"/><p>目前，小米汽车可使用的充电桩超102万根，直流快充桩超80万根，覆盖365个城市，覆盖88.1%的高速服务区。（编译/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 秦超）</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>雷军立2025年FLAG：要成为“公用桩充电之王”</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{ 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class=\"title\">\n雷军立2025年FLAG：要成为“公用桩充电之王”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 16:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616184595467de4&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[汽车之家资讯] 日前，雷军在社交媒体上表示，小米汽车充电无忧已和13家行业内优质运营商达成充电补能网络合作，超过102万充电桩入驻“小米充电地图”，覆盖了365个城市。我们今年的Flag，要成为“公用桩充电之王”。小米汽车用户打开充电地图，可查看合作场站的动态数据，包括忙闲状态、功率、价格时段、占位费、停车费用等。目前，小米汽车可使用的充电桩超102万根，直流快充桩超80万根，覆盖365个城市，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616184595467de4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0594300419.USD":"富达中国消费基金A","BK1589":"北水核心资产","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK1193":"电脑硬件、储存设备及电脑周边","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET 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ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616184595467de4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2570800854","content_text":"[汽车之家资讯] 日前，雷军在社交媒体上表示，小米汽车充电无忧已和13家行业内优质运营商达成充电补能网络合作，超过102万充电桩入驻“小米充电地图”，覆盖了365个城市。我们今年的Flag，要成为“公用桩充电之王”。小米汽车用户打开充电地图，可查看合作场站的动态数据，包括忙闲状态、功率、价格时段、占位费、停车费用等。目前，小米汽车可使用的充电桩超102万根，直流快充桩超80万根，覆盖365个城市，覆盖88.1%的高速服务区。（编译/汽车之家 秦超）","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"01810":1.5}},"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472854477689736,"gmtCreate":1756474948880,"gmtModify":1756475873757,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4122900171752230","idStr":"4122900171752230"},"themes":[],"htmlText":"丢人丢到国外去了","listText":"丢人丢到国外去了","text":"丢人丢到国外去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472854477689736","repostId":"2563017465","repostType":2,"repost":{"id":"2563017465","kind":"news","pubTimestamp":1756455002,"share":"https://www.laohu8.com/m/news/2563017465?lang=zh_CN&edition=full","pubTime":"2025-08-29 16:10","market":"us","language":"zh","title":"罕见！苹果、三星同时向小米发法律通知：要求停止争议营销","url":"https://stock-news.laohu8.com/highlight/detail?id=2563017465","media":"快科技","summary":"快科技8月29日消息，据印度媒体报道，苹果、三星两家手机巨头罕见同时向小米发出法律通知，要求停止争议营销。据悉，此前小米在印度投放的广告中，直接将其最新旗舰机型与苹果、三星的产品进行对比。据知情人士透露，苹果与三星均已发出禁止令通知，反对小米在营销活动中存在的 “贬低性内容”。不过，小米目前尚未对此事作出回应。苹果与三星认为，此类广告已超出公平竞争范畴，且可能损害其高端品牌形象。","content":"<html><body><article><p>快科技8月29日消息，据印度媒体报道，<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>两家手机巨头罕见同时向<a href=\"https://laohu8.com/S/XIACY\">小米</a>发出法律通知，要求停止争议营销。据悉，此前<a href=\"https://laohu8.com/S/01810\">小米</a>在印度投放的广告中，直接将其最新旗舰机型与苹果、三星的产品进行对比。</strong></p><p>据知情人士透露，苹果与三星均已发出禁止令通知，<strong>反对<a href=\"https://laohu8.com/S/81810\">小米</a>在营销活动中存在的 “贬低性内容”。</strong></p><p><strong>所谓禁止令通知（cease-and-desist notice），是指一种正式法律文件</strong>，要求某家公司立即停止被认定为非法或具有损害性的特定行为。</p><p>“对比产品参数本身并无问题，” 一位了解此事进展的人士表示，<strong>“但不应直接点名特定竞争对手。正确的做法是用‘竞品’这类统称替代。”</strong></p><p>不过，小米目前尚未对此事作出回应。</p><p>这场争议始于今年4月，小米在愚人节当天投放了整版报纸广告，其中调侃苹果iPhone 16 Pro Max 手机，声称其摄像头性能不及小米新推出的15 Ultra机型。</p><p>更早之前的3月，在印度推出小米15系列机型时，该公司还曾投放另一条广告，称 iPhone 16 Pro Max 的摄像头 “可爱”（暗指性能不足），同时着重强调自家机型的摄影优势。类似的营销活动也将矛头对准了三星。</p><p>苹果与三星认为，此类广告已超出公平竞争范畴，且可能损害其高端品牌形象。尤其在印度市场，两家公司均主导着高端智能手机领域。</p><p>这种广告模式被称为 “伏击营销”（ambush marketing），指某一品牌在未获得官方许可的情况下，通过与竞争对手的产品或品牌建立关联，以此吸引关注的营销手段。</p><p><strong>根据IDC的数据，2025年第二季度，三星以14.5%市场份额排名印度智能手机市场第二，小米份额为 9.6%，苹果为7.5%。</strong></p><p>其中，iPhone 16是同期印度出货量最高的机型，占该季度智能手机总销量的4%。此外，苹果今年早些时候还在印度浦那（Pune）开设了第四家线下零售店。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250829161831262d163qsli1km10e6\"/></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>罕见！苹果、三星同时向小米发法律通知：要求停止争议营销</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罕见！苹果、三星同时向小米发法律通知：要求停止争议营销\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 16:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082916282295050b77&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月29日消息，据印度媒体报道，苹果、三星两家手机巨头罕见同时向小米发出法律通知，要求停止争议营销。据悉，此前小米在印度投放的广告中，直接将其最新旗舰机型与苹果、三星的产品进行对比。据知情人士透露，苹果与三星均已发出禁止令通知，反对小米在营销活动中存在的 “贬低性内容”。所谓禁止令通知（cease-and-desist notice），是指一种正式法律文件，要求某家公司立即停止被认定为非法或...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082916282295050b77&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET 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SGD-H","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","MACW.SI":"APPLE 3xLongSG261006","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","01810":"小米集团-W","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082916282295050b77&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2563017465","content_text":"快科技8月29日消息，据印度媒体报道，苹果、三星两家手机巨头罕见同时向小米发出法律通知，要求停止争议营销。据悉，此前小米在印度投放的广告中，直接将其最新旗舰机型与苹果、三星的产品进行对比。据知情人士透露，苹果与三星均已发出禁止令通知，反对小米在营销活动中存在的 “贬低性内容”。所谓禁止令通知（cease-and-desist notice），是指一种正式法律文件，要求某家公司立即停止被认定为非法或具有损害性的特定行为。“对比产品参数本身并无问题，” 一位了解此事进展的人士表示，“但不应直接点名特定竞争对手。正确的做法是用‘竞品’这类统称替代。”不过，小米目前尚未对此事作出回应。这场争议始于今年4月，小米在愚人节当天投放了整版报纸广告，其中调侃苹果iPhone 16 Pro Max 手机，声称其摄像头性能不及小米新推出的15 Ultra机型。更早之前的3月，在印度推出小米15系列机型时，该公司还曾投放另一条广告，称 iPhone 16 Pro Max 的摄像头 “可爱”（暗指性能不足），同时着重强调自家机型的摄影优势。类似的营销活动也将矛头对准了三星。苹果与三星认为，此类广告已超出公平竞争范畴，且可能损害其高端品牌形象。尤其在印度市场，两家公司均主导着高端智能手机领域。这种广告模式被称为 “伏击营销”（ambush marketing），指某一品牌在未获得官方许可的情况下，通过与竞争对手的产品或品牌建立关联，以此吸引关注的营销手段。根据IDC的数据，2025年第二季度，三星以14.5%市场份额排名印度智能手机市场第二，小米份额为 9.6%，苹果为7.5%。其中，iPhone 16是同期印度出货量最高的机型，占该季度智能手机总销量的4%。此外，苹果今年早些时候还在印度浦那（Pune）开设了第四家线下零售店。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"PL":0.9,"AAPL":1,"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471431400714456,"gmtCreate":1756126778457,"gmtModify":1756128385054,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4122900171752230","idStr":"4122900171752230"},"themes":[],"htmlText":"也配讲长期主义？这个世纪最大的笑话😆","listText":"也配讲长期主义？这个世纪最大的笑话😆","text":"也配讲长期主义？这个世纪最大的笑话😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471431400714456","repostId":"1135879042","repostType":2,"repost":{"id":"1135879042","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":1756123397,"share":"https://www.laohu8.com/m/news/1135879042?lang=zh_CN&edition=full","pubTime":"2025-08-25 20:03","market":"us","language":"zh","title":"拼多多Q2盈利超预期，高管称“不认为这个季度的利润可以持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=1135879042","media":"老虎资讯综合","summary":"已从大涨11%转为下跌。","content":"<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a> 盘前股价“跳水”，从大涨11%转为一度跌超4%。<strong>拼多多高管在业绩会上表示：我们不认为这个季度的利润可以持续，未来的波动依然会比较大。接下来公司将持续加大在供需两侧的投入。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f673e3924c1c0d9210a9ea5bae0362\" title=\"\" tg-width=\"1295\" tg-height=\"416\"/></p><p>拼多多高管表示，可能会在不同市场继续看到短期波动，但总体而言，公司观察到消费者需求保持稳定，同时消费者对平台的信任度不断增长。</p><p>拼多多集团董事长、联席CEO陈磊表示，过去这个季度，外部环境持续变化，电商行业的竞争不断加剧，拼多多将坚持一贯秉承的长期主义理念，不以短期利益为目标，继续加大对产业生态的投入，为产业的长足发展创造空间。</p><p>陈磊还表示，在全球化业务方面，为了与商家共克时艰，平台加大了对出海商家的补贴力度，并携手商家积极探索了新的业务模式，开拓新的海外市场。“在这个过程中，我们也看到了产业供应链强大的韧性和优势，这也更加坚定了我们继续加大投入的决心。”</p><p>拼多多集团执行董事、联席CEO赵佳臻表示，目前，电商行业正在围绕新业态进行新一轮的激烈竞争，相较于短期业绩，拼多多更加关注可以为产业生态带来长期回报的投入，公司上下将继续深入推进“千亿扶持”战略，把真金白银用在提升用户体验，优化商家服务和促进产业升级上，专注构建多方共赢生态。</p><p>“我们也希望可以通过自身努力，引导行业向着更普惠、更开放的方向不断迭代，为社会创造更大的正向价值。”赵佳臻表示。</p><p>拼多多二季度营收1,039.8亿元人民币，同比增长7%，市场预期1039.33亿元。二季度调整后每ADS收益 22.07元人民币，超出市场预期的15.50元。【<a href=\"https://laohu8.com/NW/1189998857\" title=\"详情：拼多多Q2调整后净利润327.1亿元，大超市场预期\" target=\"_blank\" class=\"\">详情：拼多多Q2调整后净利润327.1亿元，大超市场预期</a>】</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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-25 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a> 盘前股价“跳水”，从大涨11%转为一度跌超4%。<strong>拼多多高管在业绩会上表示：我们不认为这个季度的利润可以持续，未来的波动依然会比较大。接下来公司将持续加大在供需两侧的投入。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f673e3924c1c0d9210a9ea5bae0362\" title=\"\" tg-width=\"1295\" tg-height=\"416\"/></p><p>拼多多高管表示，可能会在不同市场继续看到短期波动，但总体而言，公司观察到消费者需求保持稳定，同时消费者对平台的信任度不断增长。</p><p>拼多多集团董事长、联席CEO陈磊表示，过去这个季度，外部环境持续变化，电商行业的竞争不断加剧，拼多多将坚持一贯秉承的长期主义理念，不以短期利益为目标，继续加大对产业生态的投入，为产业的长足发展创造空间。</p><p>陈磊还表示，在全球化业务方面，为了与商家共克时艰，平台加大了对出海商家的补贴力度，并携手商家积极探索了新的业务模式，开拓新的海外市场。“在这个过程中，我们也看到了产业供应链强大的韧性和优势，这也更加坚定了我们继续加大投入的决心。”</p><p>拼多多集团执行董事、联席CEO赵佳臻表示，目前，电商行业正在围绕新业态进行新一轮的激烈竞争，相较于短期业绩，拼多多更加关注可以为产业生态带来长期回报的投入，公司上下将继续深入推进“千亿扶持”战略，把真金白银用在提升用户体验，优化商家服务和促进产业升级上，专注构建多方共赢生态。</p><p>“我们也希望可以通过自身努力，引导行业向着更普惠、更开放的方向不断迭代，为社会创造更大的正向价值。”赵佳臻表示。</p><p>拼多多二季度营收1,039.8亿元人民币，同比增长7%，市场预期1039.33亿元。二季度调整后每ADS收益 22.07元人民币，超出市场预期的15.50元。【<a href=\"https://laohu8.com/NW/1189998857\" title=\"详情：拼多多Q2调整后净利润327.1亿元，大超市场预期\" target=\"_blank\" class=\"\">详情：拼多多Q2调整后净利润327.1亿元，大超市场预期</a>】</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135879042","content_text":"周一，拼多多 盘前股价“跳水”，从大涨11%转为一度跌超4%。拼多多高管在业绩会上表示：我们不认为这个季度的利润可以持续，未来的波动依然会比较大。接下来公司将持续加大在供需两侧的投入。拼多多高管表示，可能会在不同市场继续看到短期波动，但总体而言，公司观察到消费者需求保持稳定，同时消费者对平台的信任度不断增长。拼多多集团董事长、联席CEO陈磊表示，过去这个季度，外部环境持续变化，电商行业的竞争不断加剧，拼多多将坚持一贯秉承的长期主义理念，不以短期利益为目标，继续加大对产业生态的投入，为产业的长足发展创造空间。陈磊还表示，在全球化业务方面，为了与商家共克时艰，平台加大了对出海商家的补贴力度，并携手商家积极探索了新的业务模式，开拓新的海外市场。“在这个过程中，我们也看到了产业供应链强大的韧性和优势，这也更加坚定了我们继续加大投入的决心。”拼多多集团执行董事、联席CEO赵佳臻表示，目前，电商行业正在围绕新业态进行新一轮的激烈竞争，相较于短期业绩，拼多多更加关注可以为产业生态带来长期回报的投入，公司上下将继续深入推进“千亿扶持”战略，把真金白银用在提升用户体验，优化商家服务和促进产业升级上，专注构建多方共赢生态。“我们也希望可以通过自身努力，引导行业向着更普惠、更开放的方向不断迭代，为社会创造更大的正向价值。”赵佳臻表示。拼多多二季度营收1,039.8亿元人民币，同比增长7%，市场预期1039.33亿元。二季度调整后每ADS收益 22.07元人民币，超出市场预期的15.50元。【详情：拼多多Q2调整后净利润327.1亿元，大超市场预期】","news_type":1,"symbols_score_info":{"PDD":1.1}},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":502563470332816,"gmtCreate":1763715155985,"gmtModify":1763715157903,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122900171752230","authorIdStr":"4122900171752230"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 立贴为誓，在盈利有限或者亏损情况下。高风险票不碰。10年内这三家公司依旧是行业头部","listText":"<a 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立贴为誓，在盈利有限或者亏损情况下。高风险票不碰。10年内这三家公司依旧是行业头部","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/502563470332816","isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472854477689736,"gmtCreate":1756474948880,"gmtModify":1756475873757,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122900171752230","authorIdStr":"4122900171752230"},"themes":[],"htmlText":"丢人丢到国外去了","listText":"丢人丢到国外去了","text":"丢人丢到国外去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472854477689736","repostId":"2563017465","repostType":2,"repost":{"id":"2563017465","kind":"news","pubTimestamp":1756455002,"share":"https://www.laohu8.com/m/news/2563017465?lang=zh_CN&edition=full","pubTime":"2025-08-29 16:10","market":"us","language":"zh","title":"罕见！苹果、三星同时向小米发法律通知：要求停止争议营销","url":"https://stock-news.laohu8.com/highlight/detail?id=2563017465","media":"快科技","summary":"快科技8月29日消息，据印度媒体报道，苹果、三星两家手机巨头罕见同时向小米发出法律通知，要求停止争议营销。据悉，此前小米在印度投放的广告中，直接将其最新旗舰机型与苹果、三星的产品进行对比。据知情人士透露，苹果与三星均已发出禁止令通知，反对小米在营销活动中存在的 “贬低性内容”。不过，小米目前尚未对此事作出回应。苹果与三星认为，此类广告已超出公平竞争范畴，且可能损害其高端品牌形象。","content":"<html><body><article><p>快科技8月29日消息，据印度媒体报道，<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>两家手机巨头罕见同时向<a href=\"https://laohu8.com/S/XIACY\">小米</a>发出法律通知，要求停止争议营销。据悉，此前<a href=\"https://laohu8.com/S/01810\">小米</a>在印度投放的广告中，直接将其最新旗舰机型与苹果、三星的产品进行对比。</strong></p><p>据知情人士透露，苹果与三星均已发出禁止令通知，<strong>反对<a href=\"https://laohu8.com/S/81810\">小米</a>在营销活动中存在的 “贬低性内容”。</strong></p><p><strong>所谓禁止令通知（cease-and-desist notice），是指一种正式法律文件</strong>，要求某家公司立即停止被认定为非法或具有损害性的特定行为。</p><p>“对比产品参数本身并无问题，” 一位了解此事进展的人士表示，<strong>“但不应直接点名特定竞争对手。正确的做法是用‘竞品’这类统称替代。”</strong></p><p>不过，小米目前尚未对此事作出回应。</p><p>这场争议始于今年4月，小米在愚人节当天投放了整版报纸广告，其中调侃苹果iPhone 16 Pro Max 手机，声称其摄像头性能不及小米新推出的15 Ultra机型。</p><p>更早之前的3月，在印度推出小米15系列机型时，该公司还曾投放另一条广告，称 iPhone 16 Pro Max 的摄像头 “可爱”（暗指性能不足），同时着重强调自家机型的摄影优势。类似的营销活动也将矛头对准了三星。</p><p>苹果与三星认为，此类广告已超出公平竞争范畴，且可能损害其高端品牌形象。尤其在印度市场，两家公司均主导着高端智能手机领域。</p><p>这种广告模式被称为 “伏击营销”（ambush marketing），指某一品牌在未获得官方许可的情况下，通过与竞争对手的产品或品牌建立关联，以此吸引关注的营销手段。</p><p><strong>根据IDC的数据，2025年第二季度，三星以14.5%市场份额排名印度智能手机市场第二，小米份额为 9.6%，苹果为7.5%。</strong></p><p>其中，iPhone 16是同期印度出货量最高的机型，占该季度智能手机总销量的4%。此外，苹果今年早些时候还在印度浦那（Pune）开设了第四家线下零售店。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250829161831262d163qsli1km10e6\"/></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\" 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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罕见！苹果、三星同时向小米发法律通知：要求停止争议营销\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 16:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082916282295050b77&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月29日消息，据印度媒体报道，苹果、三星两家手机巨头罕见同时向小米发出法律通知，要求停止争议营销。据悉，此前小米在印度投放的广告中，直接将其最新旗舰机型与苹果、三星的产品进行对比。据知情人士透露，苹果与三星均已发出禁止令通知，反对小米在营销活动中存在的 “贬低性内容”。所谓禁止令通知（cease-and-desist notice），是指一种正式法律文件，要求某家公司立即停止被认定为非法或...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082916282295050b77&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082916282295050b77&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2563017465","content_text":"快科技8月29日消息，据印度媒体报道，苹果、三星两家手机巨头罕见同时向小米发出法律通知，要求停止争议营销。据悉，此前小米在印度投放的广告中，直接将其最新旗舰机型与苹果、三星的产品进行对比。据知情人士透露，苹果与三星均已发出禁止令通知，反对小米在营销活动中存在的 “贬低性内容”。所谓禁止令通知（cease-and-desist notice），是指一种正式法律文件，要求某家公司立即停止被认定为非法或具有损害性的特定行为。“对比产品参数本身并无问题，” 一位了解此事进展的人士表示，“但不应直接点名特定竞争对手。正确的做法是用‘竞品’这类统称替代。”不过，小米目前尚未对此事作出回应。这场争议始于今年4月，小米在愚人节当天投放了整版报纸广告，其中调侃苹果iPhone 16 Pro Max 手机，声称其摄像头性能不及小米新推出的15 Ultra机型。更早之前的3月，在印度推出小米15系列机型时，该公司还曾投放另一条广告，称 iPhone 16 Pro Max 的摄像头 “可爱”（暗指性能不足），同时着重强调自家机型的摄影优势。类似的营销活动也将矛头对准了三星。苹果与三星认为，此类广告已超出公平竞争范畴，且可能损害其高端品牌形象。尤其在印度市场，两家公司均主导着高端智能手机领域。这种广告模式被称为 “伏击营销”（ambush marketing），指某一品牌在未获得官方许可的情况下，通过与竞争对手的产品或品牌建立关联，以此吸引关注的营销手段。根据IDC的数据，2025年第二季度，三星以14.5%市场份额排名印度智能手机市场第二，小米份额为 9.6%，苹果为7.5%。其中，iPhone 16是同期印度出货量最高的机型，占该季度智能手机总销量的4%。此外，苹果今年早些时候还在印度浦那（Pune）开设了第四家线下零售店。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"PL":0.9,"AAPL":1,"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505043532304656,"gmtCreate":1764320109063,"gmtModify":1764320114425,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122900171752230","authorIdStr":"4122900171752230"},"themes":[],"title":"","htmlText":"真金白银支持","listText":"真金白银支持","text":"真金白银支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505043532304656","repostId":"1122965408","repostType":4,"repost":{"id":"1122965408","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":1764314475,"share":"https://www.laohu8.com/m/news/1122965408?lang=zh_CN&edition=full","pubTime":"2025-11-28 15:21","market":"us","language":"zh","title":"多家银行商谈再向甲骨文、VANTAGE提供380亿美元贷款","url":"https://stock-news.laohu8.com/highlight/detail?id=1122965408","media":"老虎资讯综合","summary":"资助其为OpenAI建设更多数据中心。","content":"<html><head></head><body><p>据英国金融时报：多家银行正商谈再向 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 和数据中心建设商VANTAGE提供380亿美元贷款，以资助其为OpenAI建设更多数据中心。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8580cba23860abfdac20344f38e605\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>多家银行商谈再向甲骨文、VANTAGE提供380亿美元贷款</title>\n<style 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href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 和数据中心建设商VANTAGE提供380亿美元贷款，以资助其为OpenAI建设更多数据中心。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8580cba23860abfdac20344f38e605\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122965408","content_text":"据英国金融时报：多家银行正商谈再向 甲骨文 和数据中心建设商VANTAGE提供380亿美元贷款，以资助其为OpenAI建设更多数据中心。","news_type":1,"symbols_score_info":{"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499070733615256,"gmtCreate":1762869074040,"gmtModify":1762869076413,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122900171752230","authorIdStr":"4122900171752230"},"themes":[],"title":"","htmlText":"那英伟达是不是更要卖爆了","listText":"那英伟达是不是更要卖爆了","text":"那英伟达是不是更要卖爆了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499070733615256","repostId":"2582333868","repostType":2,"repost":{"id":"2582333868","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1762829144,"share":"https://www.laohu8.com/m/news/2582333868?lang=zh_CN&edition=full","pubTime":"2025-11-11 10:45","market":"other","language":"zh","title":"“大空头”切换“战斗模式”！Burry：科技巨头“低估折旧导致利润虚高”","url":"https://stock-news.laohu8.com/highlight/detail?id=2582333868","media":"华尔街见闻","summary":"\"大空头\"Michael Burry指出AI芯片等设备实际寿命仅2-3年，但部分公司将折旧周期延长至6年。他预计从2026到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。摩根士丹利和美银也曾发出警告，未来折旧费用激增将严重冲击科技巨头盈利能力。","content":"<html><head></head><body><blockquote><p>&#34;大空头&#34;Michael Burry指出AI芯片等设备实际寿命仅2-3年，但部分公司将折旧周期延长至6年。他预计从2026到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。摩根士丹利和美银也曾发出警告，未来折旧费用激增将严重冲击科技巨头盈利能力。</p></blockquote><p style=\"text-align: left;\">以预测2008年金融危机而闻名的“大空头”Michael Burry再次将矛头对准科技巨头。</p><p style=\"text-align: left;\">11月11日，Michael Burry在其社交平台发帖称，<strong>科技巨头通过延长资产的“有效使用寿命”来低估折旧，从而人为地抬高收益</strong>。<strong>他估计从2026年到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。</strong></p><p style=\"text-align: left;\">Burry承诺将在11月25日披露更多细节。他特别指出，<strong>到2028年，甲骨文的利润可能被夸大26.9%，而Meta的利润可能被夸大20.8%。</strong></p><p style=\"text-align: left;\">值得注意的是，此前他曾披露持有英伟达和Palantir看跌期权，这再度引发市场对其看空AI行业立场的关注。</p><p style=\"text-align: left;\">此前，摩根士丹利和美国银行等华尔街投行也已发出警告，认为<strong>市场严重低估了当前AI投资的真实规模，且对未来折旧费用的冲击准备不足，这可能导致科技巨头的真实盈利能力远低于市场预期。</strong></p><h2 id=\"efffd80b\">会计“戏法”，延长硬件寿命以平滑成本</h2><p style=\"text-align: justify;\">Burry认为科技巨头正在会计处理上玩“把戏”。</p><p style=\"text-align: justify;\">他在其X平台的帖子中指出，科技巨头们通过延长资产的“有效使用寿命”来低估折旧，从而人为地抬高收益，而这是“现代最常见的欺诈之一”。</p><p style=\"text-align: justify;\">他认为，<strong>在科技公司大规模采购英伟达芯片和服务器以扩充算力的背景下，这些通常只有2至3年产品周期的计算设备，其折旧年限不应被延长。</strong></p><p style=\"text-align: justify;\">然而，包括Meta、Alphabet、微软、甲骨文和亚马逊在内的“超大规模”玩家们却正是这么做的，一些公司甚至将折旧周期延长至6年。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad289aa18c6e902f42ae0de3dac53393\" tg-width=\"891\" tg-height=\"411\"/></p><p>(科技巨头每年关于服务器和网络设备的预计使用寿命)</p><p style=\"text-align: justify;\">不过，亚马逊在2025年第一季度已将部分服务器和网络设备的预计使用寿命从六年缩短至五年，理由正是AI技术发展的加速。</p><p style=\"text-align: justify;\"><strong>一旦这种趋势逆转并扩大，将导致折旧费用被加速确认，对短期盈利造成冲击。</strong></p><h2 id=\"3f62a55b\">折旧“定时炸弹”，市场尚未消化未来的盈利冲击</h2><p style=\"text-align: justify;\"><strong>此前美银也曾认为，华尔街对未来折旧费用的增长速度“反应迟钝”。</strong></p><p style=\"text-align: justify;\"><strong>美银分析师Justin Post在报告中指出，随着谷歌、Meta和亚马逊的资本支出在2024年和2025年大幅增长，其折旧费用必然会在2026年后加速。</strong></p><p style=\"text-align: justify;\">据其测算，到2027年，仅这三家公司的折旧费用，<strong>市场普遍预测就可能比实际情况低了近164亿美元，这意味着它们未来的实际盈利能力或远低于当前的市场共识。</strong></p><p style=\"text-align: justify;\"><strong>此外，AI资产的“短寿”问题加剧了这一风险。</strong>用于AI计算的GPU等硬件技术迭代快、负荷高，有效寿命可能仅为三到五年。这一趋势与科技巨头延长设备使用年限的做法背道而驰。</p><h2 id=\"a34dfe99\">华尔街的警钟，被低估的资本开支与“表外”扩张</h2><p style=\"text-align: justify;\">摩根士丹利的研究则强调科技巨头AI资本开支强度正逼近互联网泡沫时期的峰值水平，但公开数据并未完全反映投资全貌。</p><p style=\"text-align: justify;\"><strong>摩根士丹利强调，两大因素导致了实际投资规模被低估。</strong></p><p style=\"text-align: justify;\"><strong>首先</strong>是融资租赁的兴起。微软和甲骨文等公司正越来越多地通过此种“表外”工具建设数据中心，其初始投资不计入传统的资本支出。</p><p style=\"text-align: justify;\">据该行估算，计入融资租赁后，微软2026财年的资本支出与销售额之比将从28%跃升至38%。</p><p style=\"text-align: justify;\"><strong>其次</strong>是“在建工程（CIP）”的延迟效应，大量已支出的资本沉淀在资产负债表上，尚未开始计提折旧，其对利润的冲击才刚刚开始。</p><p style=\"text-align: justify;\">美国银行则警告称，<strong>AI基础设施市场可能重演历史上因激进投资导致产能过剩和价格战的模式</strong>。</p><p style=\"text-align: justify;\"><strong>美银认为，如果供应增长持续超过需求，最早在2027年，行业内可能会爆发更激进的定价策略</strong>。</p><p style=\"text-align: justify;\"><strong>届时，为了维持数据中心的利用率，超大规模厂商可能被迫降价，从而侵蚀其盈利能力。这一预测，也为Burry关于科技巨头盈利能力虚高的观点提供了另一层面的佐证。</strong></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>“大空头”切换“战斗模式”！Burry：科技巨头“低估折旧导致利润虚高”</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“大空头”切换“战斗模式”！Burry：科技巨头“低估折旧导致利润虚高”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759101><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"大空头\"Michael Burry指出AI芯片等设备实际寿命仅2-3年，但部分公司将折旧周期延长至6年。他预计从2026到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。摩根士丹利和美银也曾发出警告，未来折旧费用激增将严重冲击科技巨头盈利能力。以预测2008年金融危机而闻名的“大空头”Michael Burry再次将矛头对准科技巨头。11月11日，Michael Burry在其...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759101\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"META":"Meta Platforms, Inc.","ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3759101","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582333868","content_text":"\"大空头\"Michael Burry指出AI芯片等设备实际寿命仅2-3年，但部分公司将折旧周期延长至6年。他预计从2026到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。摩根士丹利和美银也曾发出警告，未来折旧费用激增将严重冲击科技巨头盈利能力。以预测2008年金融危机而闻名的“大空头”Michael Burry再次将矛头对准科技巨头。11月11日，Michael Burry在其社交平台发帖称，科技巨头通过延长资产的“有效使用寿命”来低估折旧，从而人为地抬高收益。他估计从2026年到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。Burry承诺将在11月25日披露更多细节。他特别指出，到2028年，甲骨文的利润可能被夸大26.9%，而Meta的利润可能被夸大20.8%。值得注意的是，此前他曾披露持有英伟达和Palantir看跌期权，这再度引发市场对其看空AI行业立场的关注。此前，摩根士丹利和美国银行等华尔街投行也已发出警告，认为市场严重低估了当前AI投资的真实规模，且对未来折旧费用的冲击准备不足，这可能导致科技巨头的真实盈利能力远低于市场预期。会计“戏法”，延长硬件寿命以平滑成本Burry认为科技巨头正在会计处理上玩“把戏”。他在其X平台的帖子中指出，科技巨头们通过延长资产的“有效使用寿命”来低估折旧，从而人为地抬高收益，而这是“现代最常见的欺诈之一”。他认为，在科技公司大规模采购英伟达芯片和服务器以扩充算力的背景下，这些通常只有2至3年产品周期的计算设备，其折旧年限不应被延长。然而，包括Meta、Alphabet、微软、甲骨文和亚马逊在内的“超大规模”玩家们却正是这么做的，一些公司甚至将折旧周期延长至6年。(科技巨头每年关于服务器和网络设备的预计使用寿命)不过，亚马逊在2025年第一季度已将部分服务器和网络设备的预计使用寿命从六年缩短至五年，理由正是AI技术发展的加速。一旦这种趋势逆转并扩大，将导致折旧费用被加速确认，对短期盈利造成冲击。折旧“定时炸弹”，市场尚未消化未来的盈利冲击此前美银也曾认为，华尔街对未来折旧费用的增长速度“反应迟钝”。美银分析师Justin Post在报告中指出，随着谷歌、Meta和亚马逊的资本支出在2024年和2025年大幅增长，其折旧费用必然会在2026年后加速。据其测算，到2027年，仅这三家公司的折旧费用，市场普遍预测就可能比实际情况低了近164亿美元，这意味着它们未来的实际盈利能力或远低于当前的市场共识。此外，AI资产的“短寿”问题加剧了这一风险。用于AI计算的GPU等硬件技术迭代快、负荷高，有效寿命可能仅为三到五年。这一趋势与科技巨头延长设备使用年限的做法背道而驰。华尔街的警钟，被低估的资本开支与“表外”扩张摩根士丹利的研究则强调科技巨头AI资本开支强度正逼近互联网泡沫时期的峰值水平，但公开数据并未完全反映投资全貌。摩根士丹利强调，两大因素导致了实际投资规模被低估。首先是融资租赁的兴起。微软和甲骨文等公司正越来越多地通过此种“表外”工具建设数据中心，其初始投资不计入传统的资本支出。据该行估算，计入融资租赁后，微软2026财年的资本支出与销售额之比将从28%跃升至38%。其次是“在建工程（CIP）”的延迟效应，大量已支出的资本沉淀在资产负债表上，尚未开始计提折旧，其对利润的冲击才刚刚开始。美国银行则警告称，AI基础设施市场可能重演历史上因激进投资导致产能过剩和价格战的模式。美银认为，如果供应增长持续超过需求，最早在2027年，行业内可能会爆发更激进的定价策略。届时，为了维持数据中心的利用率，超大规模厂商可能被迫降价，从而侵蚀其盈利能力。这一预测，也为Burry关于科技巨头盈利能力虚高的观点提供了另一层面的佐证。","news_type":1,"symbols_score_info":{"META":1.5,"ORCL":1.5}},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491231183552944,"gmtCreate":1760950353739,"gmtModify":1760950356107,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122900171752230","authorIdStr":"4122900171752230"},"themes":[],"htmlText":"不怕死的知道怎么选的","listText":"不怕死的知道怎么选的","text":"不怕死的知道怎么选的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491231183552944","repostId":"2576836100","repostType":2,"repost":{"id":"2576836100","kind":"news","pubTimestamp":1760946313,"share":"https://www.laohu8.com/m/news/2576836100?lang=zh_CN&edition=full","pubTime":"2025-10-20 15:45","market":"us","language":"zh","title":"小米YU7销量直追特斯拉Model  Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2576836100","media":"三言科技","summary":"特斯拉Model Y以292843辆零售量稳居榜首，小米YU7凭借47193辆销量跃居次席，蔚来ES6则以35076辆位列第三。9月单月数据中，Model Y仍以51173辆领跑，小米YU7以22369辆紧随其后，理想i8以5716辆位居第三。小米YU7的市场表现尤为值得关注。作为新晋选手，其1-9月累计销量已达Model Y的16.1%，9月单月销量更达到Model Y的43.7%，显示出强劲的追赶势头。小米YU7的崛起，不仅印证了中国车企在高端新能源市场的突破能力，更预示着全球新能源汽车市场格局或将迎来深刻变革。","content":"<html><body><article><p>据<a href=\"https://laohu8.com/S/BITA\">易车</a>整理的乘联分会零售数据显示，2025年1-9月，30万级纯电SUV市场格局初显。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y以292843辆零售量稳居榜首，<a href=\"https://laohu8.com/S/XIACY\">小米</a>YU7凭借47193辆销量跃居次席，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ES6则以35076辆位列第三。9月单月数据中，Model Y仍以51173辆领跑，<a href=\"https://laohu8.com/S/01810\">小米</a>YU7以22369辆紧随其后，<a href=\"https://laohu8.com/S/LI\">理想</a>i8以5716辆位居第三。</p><p><a href=\"https://laohu8.com/S/81810\">小米</a>YU7的市场表现尤为值得关注。作为新晋选手，其1-9月累计销量已达Model Y的16.1%，9月单月销量更达到Model Y的43.7%，显示出强劲的追赶势头。这一成绩的取得，既得益于中国新能源产业链的成熟，也反映出本土品牌在技术迭代、成本控制及用户需求精准匹配方面的突破。</p><p>市场分析指出，30万级纯电SUV市场的竞争已进入白热化阶段，前10名车型均展现出较强的市场竞争力。小米YU7的崛起，不仅印证了中国车企在高端新能源市场的突破能力，更预示着全球新能源汽车市场格局或将迎来深刻变革。</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>小米YU7销量直追特斯拉Model  Y</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米YU7销量直追特斯拉Model  Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-20 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020154800a6c34145&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据易车整理的乘联分会零售数据显示，2025年1-9月，30万级纯电SUV市场格局初显。特斯拉Model Y以292843辆零售量稳居榜首，小米YU7凭借47193辆销量跃居次席，蔚来ES6则以35076辆位列第三。9月单月数据中，Model Y仍以51173辆领跑，小米YU7以22369辆紧随其后，理想i8以5716辆位居第三。小米YU7的市场表现尤为值得关注。作为新晋选手，其1-9月累计销量已达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020154800a6c34145&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4588":"碎股","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1720051017.SGD":"Allianz Global 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INC","BK4592":"伊斯兰概念","BK4612":"AI芯片"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251020154800a6c34145&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2576836100","content_text":"据易车整理的乘联分会零售数据显示，2025年1-9月，30万级纯电SUV市场格局初显。特斯拉Model Y以292843辆零售量稳居榜首，小米YU7凭借47193辆销量跃居次席，蔚来ES6则以35076辆位列第三。9月单月数据中，Model Y仍以51173辆领跑，小米YU7以22369辆紧随其后，理想i8以5716辆位居第三。小米YU7的市场表现尤为值得关注。作为新晋选手，其1-9月累计销量已达Model Y的16.1%，9月单月销量更达到Model 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08:59","market":"hk","language":"zh","title":"小米汽充电地图已覆盖超过150万个充电桩","url":"https://stock-news.laohu8.com/highlight/detail?id=2571398514","media":"车质网","summary":"9月29日，小米汽车宣布其充电地图已覆盖超过150万个充电桩，其中包含12万个超充桩和120万个直流快充桩。用户可通过小米汽车App实时查看合作充电站的充电桩状态、功率和价格等信息，并支持扫码充电和支付结算功能。小米汽车已与26家行业内优质运营商达成合作，包括蔚来能源和理想汽车等品牌，部分运营商如蔚来还支持即插即充服务。此外，小米推出了积分抵扣充电服务费的优惠活动，用户开通App功能后，1度电最低仅需0.2元，覆盖约130万个充电桩。 小米优选站还提供“跳枪必赔”权益，覆盖约15万个充电桩，跳枪事件可获赔60积分。该活动时间为9月29日至12月30日。","content":"<html><body><article><p>9月29日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车宣布其充电地图已覆盖超过150万个充电桩，其中包含12万个超充桩和120万个直流快充桩。用户可通过<a href=\"https://laohu8.com/S/01810\">小米</a>汽车App实时查看合作充电站的充电桩状态、功率和价格等信息，并支持扫码充电和支付结算功能。<a href=\"https://laohu8.com/S/81810\">小米</a>汽车已与26家行业内优质运营商达成合作，包括<a href=\"https://laohu8.com/S/NIO\">蔚来</a>能源和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等品牌，部分运营商如<a href=\"https://laohu8.com/S/09866\">蔚来</a>还支持即插即充服务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930090224466d16393e61tmwp7y\"/><p>此外，小米推出了积分抵扣充电服务费的优惠活动，用户开通App功能后，1度电最低仅需0.2元，覆盖约130万个充电桩。 小米优选站还提供“跳枪必赔”权益，覆盖约15万个充电桩，跳枪事件可获赔60积分。该活动时间为9月29日至12月30日。</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>小米汽充电地图已覆盖超过150万个充电桩</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小米汽充电地图已覆盖超过150万个充电桩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 08:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930090229a6a73721&s=b><strong>车质网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月29日，小米汽车宣布其充电地图已覆盖超过150万个充电桩，其中包含12万个超充桩和120万个直流快充桩。用户可通过小米汽车App实时查看合作充电站的充电桩状态、功率和价格等信息，并支持扫码充电和支付结算功能。小米汽车已与26家行业内优质运营商达成合作，包括蔚来能源和理想汽车等品牌，部分运营商如蔚来还支持即插即充服务。此外，小米推出了积分抵扣充电服务费的优惠活动，用户开通App功能后，1度电最低...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930090229a6a73721&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" 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SGD","BK1575":"同股不同权"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930090229a6a73721&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571398514","content_text":"9月29日，小米汽车宣布其充电地图已覆盖超过150万个充电桩，其中包含12万个超充桩和120万个直流快充桩。用户可通过小米汽车App实时查看合作充电站的充电桩状态、功率和价格等信息，并支持扫码充电和支付结算功能。小米汽车已与26家行业内优质运营商达成合作，包括蔚来能源和理想汽车等品牌，部分运营商如蔚来还支持即插即充服务。此外，小米推出了积分抵扣充电服务费的优惠活动，用户开通App功能后，1度电最低仅需0.2元，覆盖约130万个充电桩。 小米优选站还提供“跳枪必赔”权益，覆盖约15万个充电桩，跳枪事件可获赔60积分。该活动时间为9月29日至12月30日。","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"01810":1.5,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482699470598968,"gmtCreate":1758875294999,"gmtModify":1758877794183,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122900171752230","authorIdStr":"4122900171752230"},"themes":[],"htmlText":"这算什么？别人的就是自己的，自己不建还标榜自己？","listText":"这算什么？别人的就是自己的，自己不建还标榜自己？","text":"这算什么？别人的就是自己的，自己不建还标榜自己？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482699470598968","repostId":"2570800854","repostType":2,"repost":{"id":"2570800854","kind":"news","pubTimestamp":1758874708,"share":"https://www.laohu8.com/m/news/2570800854?lang=zh_CN&edition=full","pubTime":"2025-09-26 16:18","market":"hk","language":"zh","title":"雷军立2025年FLAG：要成为“公用桩充电之王”","url":"https://stock-news.laohu8.com/highlight/detail?id=2570800854","media":"汽车之家资讯","summary":"[汽车之家资讯] 日前，雷军在社交媒体上表示，小米汽车充电无忧已和13家行业内优质运营商达成充电补能网络合作，超过102万充电桩入驻“小米充电地图”，覆盖了365个城市。我们今年的Flag，要成为“公用桩充电之王”。小米汽车用户打开充电地图，可查看合作场站的动态数据，包括忙闲状态、功率、价格时段、占位费、停车费用等。目前，小米汽车可使用的充电桩超102万根，直流快充桩超80万根，覆盖365个城市，覆盖88.1%的高速服务区。（编译/汽车之家 秦超）","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 日前，雷军在社交媒体上表示，<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车充电无忧已和13家行业内优质运营商达成充电补能网络合作，超过102万充电桩入驻“<a href=\"https://laohu8.com/S/01810\">小米</a>充电地图”，覆盖了365个城市。我们今年的Flag，要成为“公用桩充电之王”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926161831534d163tqvd5fua2an\"/><p><a href=\"https://laohu8.com/S/81810\">小米</a>汽车用户打开充电地图，可查看合作场站的动态数据，包括忙闲状态、功率、价格时段、占位费、停车费用等。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926161834976d163um4zba9q4u7\"/><p>目前，小米汽车可使用的充电桩超102万根，直流快充桩超80万根，覆盖365个城市，覆盖88.1%的高速服务区。（编译/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 秦超）</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>雷军立2025年FLAG：要成为“公用桩充电之王”</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{ 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class=\"title\">\n雷军立2025年FLAG：要成为“公用桩充电之王”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 16:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616184595467de4&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[汽车之家资讯] 日前，雷军在社交媒体上表示，小米汽车充电无忧已和13家行业内优质运营商达成充电补能网络合作，超过102万充电桩入驻“小米充电地图”，覆盖了365个城市。我们今年的Flag，要成为“公用桩充电之王”。小米汽车用户打开充电地图，可查看合作场站的动态数据，包括忙闲状态、功率、价格时段、占位费、停车费用等。目前，小米汽车可使用的充电桩超102万根，直流快充桩超80万根，覆盖365个城市，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616184595467de4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0594300419.USD":"富达中国消费基金A","BK1589":"北水核心资产","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK1193":"电脑硬件、储存设备及电脑周边","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET 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日前，雷军在社交媒体上表示，小米汽车充电无忧已和13家行业内优质运营商达成充电补能网络合作，超过102万充电桩入驻“小米充电地图”，覆盖了365个城市。我们今年的Flag，要成为“公用桩充电之王”。小米汽车用户打开充电地图，可查看合作场站的动态数据，包括忙闲状态、功率、价格时段、占位费、停车费用等。目前，小米汽车可使用的充电桩超102万根，直流快充桩超80万根，覆盖365个城市，覆盖88.1%的高速服务区。（编译/汽车之家 秦超）","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"01810":1.5}},"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471431400714456,"gmtCreate":1756126778457,"gmtModify":1756128385054,"author":{"id":"4122900171752230","authorId":"4122900171752230","name":"Link陛下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122900171752230","authorIdStr":"4122900171752230"},"themes":[],"htmlText":"也配讲长期主义？这个世纪最大的笑话😆","listText":"也配讲长期主义？这个世纪最大的笑话😆","text":"也配讲长期主义？这个世纪最大的笑话😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471431400714456","repostId":"1135879042","repostType":2,"repost":{"id":"1135879042","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":1756123397,"share":"https://www.laohu8.com/m/news/1135879042?lang=zh_CN&edition=full","pubTime":"2025-08-25 20:03","market":"us","language":"zh","title":"拼多多Q2盈利超预期，高管称“不认为这个季度的利润可以持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=1135879042","media":"老虎资讯综合","summary":"已从大涨11%转为下跌。","content":"<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a> 盘前股价“跳水”，从大涨11%转为一度跌超4%。<strong>拼多多高管在业绩会上表示：我们不认为这个季度的利润可以持续，未来的波动依然会比较大。接下来公司将持续加大在供需两侧的投入。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f673e3924c1c0d9210a9ea5bae0362\" title=\"\" tg-width=\"1295\" tg-height=\"416\"/></p><p>拼多多高管表示，可能会在不同市场继续看到短期波动，但总体而言，公司观察到消费者需求保持稳定，同时消费者对平台的信任度不断增长。</p><p>拼多多集团董事长、联席CEO陈磊表示，过去这个季度，外部环境持续变化，电商行业的竞争不断加剧，拼多多将坚持一贯秉承的长期主义理念，不以短期利益为目标，继续加大对产业生态的投入，为产业的长足发展创造空间。</p><p>陈磊还表示，在全球化业务方面，为了与商家共克时艰，平台加大了对出海商家的补贴力度，并携手商家积极探索了新的业务模式，开拓新的海外市场。“在这个过程中，我们也看到了产业供应链强大的韧性和优势，这也更加坚定了我们继续加大投入的决心。”</p><p>拼多多集团执行董事、联席CEO赵佳臻表示，目前，电商行业正在围绕新业态进行新一轮的激烈竞争，相较于短期业绩，拼多多更加关注可以为产业生态带来长期回报的投入，公司上下将继续深入推进“千亿扶持”战略，把真金白银用在提升用户体验，优化商家服务和促进产业升级上，专注构建多方共赢生态。</p><p>“我们也希望可以通过自身努力，引导行业向着更普惠、更开放的方向不断迭代，为社会创造更大的正向价值。”赵佳臻表示。</p><p>拼多多二季度营收1,039.8亿元人民币，同比增长7%，市场预期1039.33亿元。二季度调整后每ADS收益 22.07元人民币，超出市场预期的15.50元。【<a href=\"https://laohu8.com/NW/1189998857\" title=\"详情：拼多多Q2调整后净利润327.1亿元，大超市场预期\" target=\"_blank\" class=\"\">详情：拼多多Q2调整后净利润327.1亿元，大超市场预期</a>】</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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-25 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a> 盘前股价“跳水”，从大涨11%转为一度跌超4%。<strong>拼多多高管在业绩会上表示：我们不认为这个季度的利润可以持续，未来的波动依然会比较大。接下来公司将持续加大在供需两侧的投入。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f673e3924c1c0d9210a9ea5bae0362\" title=\"\" tg-width=\"1295\" tg-height=\"416\"/></p><p>拼多多高管表示，可能会在不同市场继续看到短期波动，但总体而言，公司观察到消费者需求保持稳定，同时消费者对平台的信任度不断增长。</p><p>拼多多集团董事长、联席CEO陈磊表示，过去这个季度，外部环境持续变化，电商行业的竞争不断加剧，拼多多将坚持一贯秉承的长期主义理念，不以短期利益为目标，继续加大对产业生态的投入，为产业的长足发展创造空间。</p><p>陈磊还表示，在全球化业务方面，为了与商家共克时艰，平台加大了对出海商家的补贴力度，并携手商家积极探索了新的业务模式，开拓新的海外市场。“在这个过程中，我们也看到了产业供应链强大的韧性和优势，这也更加坚定了我们继续加大投入的决心。”</p><p>拼多多集团执行董事、联席CEO赵佳臻表示，目前，电商行业正在围绕新业态进行新一轮的激烈竞争，相较于短期业绩，拼多多更加关注可以为产业生态带来长期回报的投入，公司上下将继续深入推进“千亿扶持”战略，把真金白银用在提升用户体验，优化商家服务和促进产业升级上，专注构建多方共赢生态。</p><p>“我们也希望可以通过自身努力，引导行业向着更普惠、更开放的方向不断迭代，为社会创造更大的正向价值。”赵佳臻表示。</p><p>拼多多二季度营收1,039.8亿元人民币，同比增长7%，市场预期1039.33亿元。二季度调整后每ADS收益 22.07元人民币，超出市场预期的15.50元。【<a href=\"https://laohu8.com/NW/1189998857\" title=\"详情：拼多多Q2调整后净利润327.1亿元，大超市场预期\" target=\"_blank\" class=\"\">详情：拼多多Q2调整后净利润327.1亿元，大超市场预期</a>】</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135879042","content_text":"周一，拼多多 盘前股价“跳水”，从大涨11%转为一度跌超4%。拼多多高管在业绩会上表示：我们不认为这个季度的利润可以持续，未来的波动依然会比较大。接下来公司将持续加大在供需两侧的投入。拼多多高管表示，可能会在不同市场继续看到短期波动，但总体而言，公司观察到消费者需求保持稳定，同时消费者对平台的信任度不断增长。拼多多集团董事长、联席CEO陈磊表示，过去这个季度，外部环境持续变化，电商行业的竞争不断加剧，拼多多将坚持一贯秉承的长期主义理念，不以短期利益为目标，继续加大对产业生态的投入，为产业的长足发展创造空间。陈磊还表示，在全球化业务方面，为了与商家共克时艰，平台加大了对出海商家的补贴力度，并携手商家积极探索了新的业务模式，开拓新的海外市场。“在这个过程中，我们也看到了产业供应链强大的韧性和优势，这也更加坚定了我们继续加大投入的决心。”拼多多集团执行董事、联席CEO赵佳臻表示，目前，电商行业正在围绕新业态进行新一轮的激烈竞争，相较于短期业绩，拼多多更加关注可以为产业生态带来长期回报的投入，公司上下将继续深入推进“千亿扶持”战略，把真金白银用在提升用户体验，优化商家服务和促进产业升级上，专注构建多方共赢生态。“我们也希望可以通过自身努力，引导行业向着更普惠、更开放的方向不断迭代，为社会创造更大的正向价值。”赵佳臻表示。拼多多二季度营收1,039.8亿元人民币，同比增长7%，市场预期1039.33亿元。二季度调整后每ADS收益 22.07元人民币，超出市场预期的15.50元。【详情：拼多多Q2调整后净利润327.1亿元，大超市场预期】","news_type":1,"symbols_score_info":{"PDD":1.1}},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}