糊涂虫141319的个人主页 - 老虎社区

糊涂虫141319

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糊涂虫141319

07-24

什么时间

AI峰会前夜，黄仁勋会见SK会长，讨论下一代AI内存、AI工厂合作

糊涂虫141319

2025-11-13

$Hims & Hers Health Inc.(HIMS)$

糊涂虫141319

2025-11-05

$普拉格能源(PLUG)$

糊涂虫141319

2025-10-31

跌了太多天了，就没买单

普拉格能源与联合生物燃料在乌兹别克斯坦扩大合作，部署多达2GW Geneco Pem 电解槽助力标志性Esaf项目

糊涂虫141319

2025-10-09

$普拉格能源(PLUG)$

糊涂虫141319

2025-10-03

$普拉格能源(PLUG)$

糊涂虫141319

2025-09-12

$DEFIANCE DAILY TARGET 2X LONG HIMS ETF(HIMZ)$

糊涂虫141319

2025-09-11

$Figure Technology Solutions(FIGR)$ 中了期待

糊涂虫141319

2025-09-11

$Figure Technology Solutions(FIGR)$ 谁知道中标结果一个人多少股呢

糊涂虫141319

2025-09-05

$Hims & Hers Health Inc.(HIMS)$

糊涂虫141319

2025-09-05

难道挣这么多钱

糊涂虫141319

2025-08-30

$Hims & Hers Health Inc.(HIMS)$

糊涂虫141319

2025-08-11

错杀那么好的公司，业绩也好，利润也好

糊涂虫141319

2025-08-05

$Hims & Hers Health Inc.(HIMS)$

糊涂虫141319

2025-08-05

搞不懂业绩这么好还是跌

Hims & Hers 二季度营收增长73%，但未达预期

糊涂虫141319

2025-08-05

为什么这也不是很差的预期，为什么还暴跌，看不懂

Hims & Hers Health Q2营收5.45亿美元，同比增长73%

糊涂虫141319

2025-08-05

$Hims & Hers Health Inc.(HIMS)$

糊涂虫141319

2025-06-20

$特斯拉(TSLA)$ 横盘那么多天了又有利好

去老虎APP查看更多动态

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AI）以及物理AI（Physical AI）三大领域推进合作。</p>\n<p><strong>SK海力士将依据英伟达AI基础设施发展路线图，共同开发下一代内存产品。</strong>随着生成式AI模型规模不断扩大，高性能HBM等先进内存已成为AI服务器的重要瓶颈，SK海力士作为英伟达核心HBM供应商，有望继续受益于AI算力扩张。</p>\n<p><strong>SK电信则与英伟达合作推进面向物理AI与机器人技术的基础设施建设，并计划在韩国国内建设AI工厂，目标于明年正式投入运营。</strong></p>\n<p>此外，<strong>英伟达与韩国科学技术院（KAIST）宣布成立韩国首个由韩国高校与全球科技企业共同建立的AI研究中心。</strong>该中心将落户于KAIST金在哲AI研究生院，重点聚焦韩国智能体AI（Agentic AI）技术的创新发展。</p>\n<p>根据英伟达介绍，该合作将结合英伟达的全栈AI技术能力、Nemotron开源模型，以及英伟达AI云合作伙伴提供的计算资源，与KAIST顶尖科研团队共同建立面向未来AI研究的人才与技术体系。</p>\n<p>值得关注的是，英伟达Omniverse与机器人产品营销高级总监Madison Huang（黄仁勋长女）亦出席了晚宴，这进一步彰显了双方合作的深厚根基。</p>\n<h2>韩国科技领袖集体亮相硅谷，加码AI布局</h2>\n<p>崔泰源此次赴美，是韩国科技产业高层集体访美的重要组成部分。</p>\n<p>除崔泰源外，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>会长李在镕、现代汽车集团会长郑义宣、Naver创始人李海珍等韩国科技领袖也将在硅谷与全球科技企业负责人展开连续会谈，形成韩国企业界近年来少见的集体产业外交阵势。</p>\n<p><strong>AI峰会期间，黄仁勋还将与韩国总统李在明举行会谈</strong>，并与OpenAI CEO Sam Altman、Anthropic CEO Dario Amodei、<a href=\"https://laohu8.com/S/AVGO\">博通</a>CEO等全球AI产业核心人物展开交流。<strong>此次峰会被外界视为韩国政府推动AI国际合作的重要节点。</strong></p>\n<p>据韩国媒体《东亚日报》报道，李在明总统将出席由其主持的AI峰会及晚宴，并与全球AI领域的重要企业负责人会面。韩国政府希望通过此次活动，加强与全球AI企业的合作关系，推动本土AI产业生态建设。</p>\n<p>此次韩国政商界联动赴美，反映出首尔正在加速提升AI战略地位。在全球AI基础设施竞争不断升级的背景下，SK、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、现代等韩国企业正通过深化与英伟达等美国科技巨头的合作，争取在下一轮AI产业链竞争中占据更有利位置。</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>AI峰会前夜，黄仁勋会见SK会长，讨论下一代AI内存、AI工厂合作</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\">\nAI峰会前夜，黄仁勋会见SK会长，讨论下一代AI内存、AI工厂合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-24 17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SK集团掌门人崔泰源在美国AI峰会前夕与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋再次会面，双方就下一代内存开发及AI基础设施投资等合作方向进行了深入交流，再次确认长期合作关系，进一步强化了两家公司在AI供应链上的深度绑定。</p>\n<p>当地时间7月24日，双方在美国加利福尼亚州伍德赛德举行晚宴。<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>CEO郭鲁正（Kwak No-jung）、SK电信及英伟达多位高管出席。<strong>英伟达方面表示，此次会面旨在纪念双方长期合作关系，并推动今年6月黄仁勋访韩期间达成的AI合作议题进一步落地。</strong></p>\n<p>对于市场而言，此次高层互动再次释放出SK海力士作为英伟达AI芯片核心HBM供应商地位稳固的信号，也进一步巩固了投资者对SK系企业长期受益于AI产业链的预期。</p>\n<p>与此同时，<strong>英伟达将在旧金山AI峰会上与韩国政府、企业及科研机构进一步推进AI生态合作。</strong>英伟达表示，韩国总统李在明以及韩国主要企业家、研究人员将与英伟达及生态合作伙伴共同探讨韩国AI产业发展方向。</p>\n<h2>SK与英伟达合作框架持续深化</h2>\n<p>据韩国媒体《今日财经》报道，此次会面是对今年6月黄仁勋访韩期间双方合作讨论的延续与具体化。目前，两家公司正围绕英伟达AI平台，在AI基础设施、个人AI（Personal AI）以及物理AI（Physical AI）三大领域推进合作。</p>\n<p><strong>SK海力士将依据英伟达AI基础设施发展路线图，共同开发下一代内存产品。</strong>随着生成式AI模型规模不断扩大，高性能HBM等先进内存已成为AI服务器的重要瓶颈，SK海力士作为英伟达核心HBM供应商，有望继续受益于AI算力扩张。</p>\n<p><strong>SK电信则与英伟达合作推进面向物理AI与机器人技术的基础设施建设，并计划在韩国国内建设AI工厂，目标于明年正式投入运营。</strong></p>\n<p>此外，<strong>英伟达与韩国科学技术院（KAIST）宣布成立韩国首个由韩国高校与全球科技企业共同建立的AI研究中心。</strong>该中心将落户于KAIST金在哲AI研究生院，重点聚焦韩国智能体AI（Agentic AI）技术的创新发展。</p>\n<p>根据英伟达介绍，该合作将结合英伟达的全栈AI技术能力、Nemotron开源模型，以及英伟达AI云合作伙伴提供的计算资源，与KAIST顶尖科研团队共同建立面向未来AI研究的人才与技术体系。</p>\n<p>值得关注的是，英伟达Omniverse与机器人产品营销高级总监Madison Huang（黄仁勋长女）亦出席了晚宴，这进一步彰显了双方合作的深厚根基。</p>\n<h2>韩国科技领袖集体亮相硅谷，加码AI布局</h2>\n<p>崔泰源此次赴美，是韩国科技产业高层集体访美的重要组成部分。</p>\n<p>除崔泰源外，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>会长李在镕、现代汽车集团会长郑义宣、Naver创始人李海珍等韩国科技领袖也将在硅谷与全球科技企业负责人展开连续会谈，形成韩国企业界近年来少见的集体产业外交阵势。</p>\n<p><strong>AI峰会期间，黄仁勋还将与韩国总统李在明举行会谈</strong>，并与OpenAI CEO Sam Altman、Anthropic CEO Dario Amodei、<a href=\"https://laohu8.com/S/AVGO\">博通</a>CEO等全球AI产业核心人物展开交流。<strong>此次峰会被外界视为韩国政府推动AI国际合作的重要节点。</strong></p>\n<p>据韩国媒体《东亚日报》报道，李在明总统将出席由其主持的AI峰会及晚宴，并与全球AI领域的重要企业负责人会面。韩国政府希望通过此次活动，加强与全球AI企业的合作关系，推动本土AI产业生态建设。</p>\n<p>此次韩国政商界联动赴美，反映出首尔正在加速提升AI战略地位。在全球AI基础设施竞争不断升级的背景下，SK、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、现代等韩国企业正通过深化与英伟达等美国科技巨头的合作，争取在下一轮AI产业链竞争中占据更有利位置。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0109392836.USD":"富兰克林科技股A","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","BK4592":"伊斯兰概念","BK4132":"无线电信业务","LU0823434740.USD":"BNP PARIBAS 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Huang（黄仁勋长女）亦出席了晚宴，这进一步彰显了双方合作的深厚根基。\n韩国科技领袖集体亮相硅谷，加码AI布局\n崔泰源此次赴美，是韩国科技产业高层集体访美的重要组成部分。\n除崔泰源外，三星电子会长李在镕、现代汽车集团会长郑义宣、Naver创始人李海珍等韩国科技领袖也将在硅谷与全球科技企业负责人展开连续会谈，形成韩国企业界近年来少见的集体产业外交阵势。\nAI峰会期间，黄仁勋还将与韩国总统李在明举行会谈，并与OpenAI CEO Sam Altman、Anthropic CEO Dario 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20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>普拉格能源与联合生物燃料在乌兹别克斯坦扩大合作，部署多达2GW Geneco Pem 电解槽助力标志性Esaf项目</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0823414478.USD":"法巴经典能源转换基金","LU1548497426.USD":"安联环球人工智能AT Acc","BK4096":"电气部件与设备","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4541":"氢能源","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","PLUG":"普拉格能源"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197264632","content_text":"普拉格能源与联合生物燃料在乌兹别克斯坦扩大合作，部署多达2GW Geneco Pem 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谁知道中标结果一个人多少股呢","text":"$Figure Technology Solutions(FIGR)$ 谁知道中标结果一个人多少股呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/477177093448464","isVote":1,"tweetType":1,"viewCount":4839,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209638612412512","authorId":"4209638612412512","name":"满目烟岚","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4209638612412512","idStr":"4209638612412512"},"content":"热门股，老虎凭其关系网通常搞到的不多，申购数量多的给个安慰奖，少的直接Pass","text":"热门股，老虎凭其关系网通常搞到的不多，申购数量多的给个安慰奖，少的直接Pass","html":"热门股，老虎凭其关系网通常搞到的不多，申购数量多的给个安慰奖，少的直接Pass"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475169389068384,"gmtCreate":1757025928487,"gmtModify":1757025929231,"author":{"id":"4206954846470532","authorId":"4206954846470532","name":"糊涂虫141319","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206954846470532","idStr":"4206954846470532"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Hims & Hers Health Inc.(HIMS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475169389068384","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":475086571225304,"gmtCreate":1757005821569,"gmtModify":1757005833529,"author":{"id":"4206954846470532","authorId":"4206954846470532","name":"糊涂虫141319","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206954846470532","idStr":"4206954846470532"},"themes":[],"title":"","htmlText":"难道挣这么多钱","listText":"难道挣这么多钱","text":"难道挣这么多钱","images":[{"img":"https://static.tigerbbs.com/6ae382ea95cc13431404dfd667a75c83","width":"1038","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475086571225304","isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":472982316360336,"gmtCreate":1756505690561,"gmtModify":1756505691288,"author":{"id":"4206954846470532","authorId":"4206954846470532","name":"糊涂虫141319","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206954846470532","idStr":"4206954846470532"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Hims & Hers Health Inc.(HIMS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472982316360336","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466396159815856,"gmtCreate":1754891149709,"gmtModify":1754891151539,"author":{"id":"4206954846470532","authorId":"4206954846470532","name":"糊涂虫141319","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206954846470532","idStr":"4206954846470532"},"themes":[],"title":"","htmlText":"错杀那么好的公司，业绩也好，利润也好","listText":"错杀那么好的公司，业绩也好，利润也好","text":"错杀那么好的公司，业绩也好，利润也好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466396159815856","isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464344503148928,"gmtCreate":1754390956979,"gmtModify":1754390957710,"author":{"id":"4206954846470532","authorId":"4206954846470532","name":"糊涂虫141319","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206954846470532","idStr":"4206954846470532"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Hims & Hers Health Inc.(HIMS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464344503148928","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464210414006680,"gmtCreate":1754358199482,"gmtModify":1754359107027,"author":{"id":"4206954846470532","authorId":"4206954846470532","name":"糊涂虫141319","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206954846470532","idStr":"4206954846470532"},"themes":[],"title":"","htmlText":"搞不懂业绩这么好还是跌","listText":"搞不懂业绩这么好还是跌","text":"搞不懂业绩这么好还是跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464210414006680","repostId":"1199873405","repostType":4,"repost":{"id":"1199873405","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":1754349563,"share":"https://www.laohunote.com/m/news/1199873405?lang=zh_CN&edition=full","pubTime":"2025-08-05 07:19","market":"hk","language":"zh","title":"Hims & Hers 二季度营收增长73%，但未达预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1199873405","media":"老虎资讯综合","summary":"关键点Hims & Hers Health 股价在盘后交易中下跌，此前该公司公布的第二季度营收未达到华尔街的营收预期。Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元，高于去年同期的3930万美元。对于第三季度，Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间，而分析师预期为5.83亿美元。Hims & Hers 表示，如果临床适用，消费者可能仍能通过其网站获得个性化剂量。诺和诺德表示，Hims & Hers “在个性化的虚假幌子下，未能遵守禁止大规模销售复合药物的法律”。","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>关键点</strong></p><ul style=\"\"><li><p>Hims &amp; Hers Health 股价在盘后交易中下跌，此前该公司公布的第二季度营收未达到华尔街的营收预期。</p></li><li><p>营收同比增长73%，达到5.448亿美元。</p></li><li><p>Hims &amp; Hers 报告第二季度调整后 EBITDA 为8200万美元，高于去年同期的3930万美元。</p></li></ul><p style=\"text-align: start;\">Hims &amp; Hers Health (HIMS) 股价周一盘后下跌13%，此前这家远程医疗公司公布的第二季度业绩未达到华尔街的营收预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35dbaa7fe50863ac71a93584bd75c783\" tg-width=\"528\" tg-height=\"154\"/></p><p style=\"text-align: start;\">根据伦敦证券交易所集团（LSEG）汇编的分析师平均预期，该公司业绩如下：</p><ul style=\"\"><li><p><strong>每股收益：</strong> 调整后为17美分，预期为15美分</p></li><li><p><strong>营收：</strong> 5.448亿美元，预期为5.52亿美元</p></li></ul><p style=\"text-align: start;\">根据公告，Hims &amp; Hers 第二季度营收为5.448亿美元，较去年同期的3.156亿美元增长73%。该公司报告净利润为4250万美元，合每股收益17美分；而去年同期净利润为1330万美元，合每股收益6美分。</p><p style=\"text-align: start;\">对于第三季度，Hims &amp; Hers 表示预计营收将在5.7亿至5.9亿美元之间，而分析师预期为5.83亿美元。该公司表示，其第三季度调整后的利息、税项、折旧及摊销前利润（EBITDA）预计在6000万至7000万美元之间。StreetAccount 调查的分析师预期为7710万美元。</p><p style=\"text-align: start;\"><strong>争议背景</strong></p><p style=\"text-align: start;\">Hims &amp; Hers 近几个月因其持续销售<strong>复合GLP-1药物</strong>而面临争议。这些药物是热门糖尿病和减肥药物的更便宜、未经批准的版本。当品牌药供应短缺时，复合药物可以大规模生产，但美国食品药品监督管理局（FDA）在2月份宣布，持续的供应问题已得到解决。</p><p style=\"text-align: start;\">包括 Hims &amp; Hers 在内的一些远程医疗公司仍在继续提供这些复合药物。在法律允许的特殊情况下（例如患者对品牌药中的某种成分过敏），患者获取个性化剂量的仿制药是合法的。Hims &amp; Hers 表示，如果临床适用，消费者可能仍能通过其网站获得个性化剂量。</p><p style=\"text-align: start;\">6月，Hims &amp; Hers 与诺和诺德（Novo Nordisk）的短暂合作破裂后，其股价曾暴跌逾30%。诺和诺德表示，Hims &amp; Hers “在个性化的虚假幌子下，未能遵守禁止大规模销售复合药物的法律”。</p><p style=\"text-align: start;\"><strong>其他财务数据</strong></p><p style=\"text-align: start;\">Hims &amp; Hers 报告第二季度调整后 EBITDA 为8200万美元，高于去年同期的3930万美元，也高于 StreetAccount 预期的7300万美元。</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>Hims & Hers 二季度营收增长73%，但未达预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHims & Hers 二季度营收增长73%，但未达预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-05 07:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><strong>关键点</strong></p><ul style=\"\"><li><p>Hims &amp; Hers Health 股价在盘后交易中下跌，此前该公司公布的第二季度营收未达到华尔街的营收预期。</p></li><li><p>营收同比增长73%，达到5.448亿美元。</p></li><li><p>Hims &amp; Hers 报告第二季度调整后 EBITDA 为8200万美元，高于去年同期的3930万美元。</p></li></ul><p style=\"text-align: start;\">Hims &amp; Hers Health (HIMS) 股价周一盘后下跌13%，此前这家远程医疗公司公布的第二季度业绩未达到华尔街的营收预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35dbaa7fe50863ac71a93584bd75c783\" tg-width=\"528\" tg-height=\"154\"/></p><p style=\"text-align: start;\">根据伦敦证券交易所集团（LSEG）汇编的分析师平均预期，该公司业绩如下：</p><ul style=\"\"><li><p><strong>每股收益：</strong> 调整后为17美分，预期为15美分</p></li><li><p><strong>营收：</strong> 5.448亿美元，预期为5.52亿美元</p></li></ul><p style=\"text-align: start;\">根据公告，Hims &amp; Hers 第二季度营收为5.448亿美元，较去年同期的3.156亿美元增长73%。该公司报告净利润为4250万美元，合每股收益17美分；而去年同期净利润为1330万美元，合每股收益6美分。</p><p style=\"text-align: start;\">对于第三季度，Hims &amp; Hers 表示预计营收将在5.7亿至5.9亿美元之间，而分析师预期为5.83亿美元。该公司表示，其第三季度调整后的利息、税项、折旧及摊销前利润（EBITDA）预计在6000万至7000万美元之间。StreetAccount 调查的分析师预期为7710万美元。</p><p style=\"text-align: start;\"><strong>争议背景</strong></p><p style=\"text-align: start;\">Hims &amp; Hers 近几个月因其持续销售<strong>复合GLP-1药物</strong>而面临争议。这些药物是热门糖尿病和减肥药物的更便宜、未经批准的版本。当品牌药供应短缺时，复合药物可以大规模生产，但美国食品药品监督管理局（FDA）在2月份宣布，持续的供应问题已得到解决。</p><p style=\"text-align: start;\">包括 Hims &amp; Hers 在内的一些远程医疗公司仍在继续提供这些复合药物。在法律允许的特殊情况下（例如患者对品牌药中的某种成分过敏），患者获取个性化剂量的仿制药是合法的。Hims &amp; Hers 表示，如果临床适用，消费者可能仍能通过其网站获得个性化剂量。</p><p style=\"text-align: start;\">6月，Hims &amp; Hers 与诺和诺德（Novo Nordisk）的短暂合作破裂后，其股价曾暴跌逾30%。诺和诺德表示，Hims &amp; Hers “在个性化的虚假幌子下，未能遵守禁止大规模销售复合药物的法律”。</p><p style=\"text-align: start;\"><strong>其他财务数据</strong></p><p style=\"text-align: start;\">Hims &amp; Hers 报告第二季度调整后 EBITDA 为8200万美元，高于去年同期的3930万美元，也高于 StreetAccount 预期的7300万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8e1c456ca197d0f36009334944bbbcef","relate_stocks":{"HIMS":"Hims & Hers Health Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199873405","content_text":"关键点Hims & Hers Health 股价在盘后交易中下跌，此前该公司公布的第二季度营收未达到华尔街的营收预期。营收同比增长73%，达到5.448亿美元。Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元，高于去年同期的3930万美元。Hims & Hers Health (HIMS) 股价周一盘后下跌13%，此前这家远程医疗公司公布的第二季度业绩未达到华尔街的营收预期。根据伦敦证券交易所集团（LSEG）汇编的分析师平均预期，该公司业绩如下：每股收益： 调整后为17美分，预期为15美分营收： 5.448亿美元，预期为5.52亿美元根据公告，Hims & Hers 第二季度营收为5.448亿美元，较去年同期的3.156亿美元增长73%。该公司报告净利润为4250万美元，合每股收益17美分；而去年同期净利润为1330万美元，合每股收益6美分。对于第三季度，Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间，而分析师预期为5.83亿美元。该公司表示，其第三季度调整后的利息、税项、折旧及摊销前利润（EBITDA）预计在6000万至7000万美元之间。StreetAccount 调查的分析师预期为7710万美元。争议背景Hims & Hers 近几个月因其持续销售复合GLP-1药物而面临争议。这些药物是热门糖尿病和减肥药物的更便宜、未经批准的版本。当品牌药供应短缺时，复合药物可以大规模生产，但美国食品药品监督管理局（FDA）在2月份宣布，持续的供应问题已得到解决。包括 Hims & Hers 在内的一些远程医疗公司仍在继续提供这些复合药物。在法律允许的特殊情况下（例如患者对品牌药中的某种成分过敏），患者获取个性化剂量的仿制药是合法的。Hims & Hers 表示，如果临床适用，消费者可能仍能通过其网站获得个性化剂量。6月，Hims & Hers 与诺和诺德（Novo Nordisk）的短暂合作破裂后，其股价曾暴跌逾30%。诺和诺德表示，Hims & Hers “在个性化的虚假幌子下，未能遵守禁止大规模销售复合药物的法律”。其他财务数据Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元，高于去年同期的3930万美元，也高于 StreetAccount 预期的7300万美元。","news_type":1,"symbols_score_info":{"HIMS":1.1}},"isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464152230854784,"gmtCreate":1754343502961,"gmtModify":1754343859109,"author":{"id":"4206954846470532","authorId":"4206954846470532","name":"糊涂虫141319","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206954846470532","idStr":"4206954846470532"},"themes":[],"title":"","htmlText":"为什么这也不是很差的预期，为什么还暴跌，看不懂","listText":"为什么这也不是很差的预期，为什么还暴跌，看不懂","text":"为什么这也不是很差的预期，为什么还暴跌，看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464152230854784","repostId":"1154130468","repostType":2,"repost":{"id":"1154130468","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":1754343017,"share":"https://www.laohunote.com/m/news/1154130468?lang=zh_CN&edition=full","pubTime":"2025-08-05 05:30","market":"us","language":"zh","title":"Hims & Hers Health Q2营收5.45亿美元，同比增长73%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154130468","media":"老虎资讯综合","summary":"$Hims & Hers Health(HIMS)$ Q2营收5.45亿美元，同比增长73%；净利润4250万美元，订阅人数同比增长31%至243.9万，2025年全年收入指引为23亿至24亿美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HIMS\">Hims &amp; Hers Health</a> Q2营收5.45亿美元，同比增长73%；净利润4250万美元，订阅人数同比增长31%至243.9万，2025年全年收入指引为23亿至24亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f1c038b531dc3e6f481e123862e05\" alt=\"\" title=\"\" tg-width=\"1232\" tg-height=\"676\"/></p><p><br/></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>Hims & Hers Health Q2营收5.45亿美元，同比增长73%</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{ 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#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\">\nHims & Hers Health Q2营收5.45亿美元，同比增长73%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-05 05:30</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/HIMS\">Hims &amp; Hers Health</a> Q2营收5.45亿美元，同比增长73%；净利润4250万美元，订阅人数同比增长31%至243.9万，2025年全年收入指引为23亿至24亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f1c038b531dc3e6f481e123862e05\" alt=\"\" title=\"\" tg-width=\"1232\" tg-height=\"676\"/></p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/04d0654d12d8106ec177c462b61be25d","relate_stocks":{"LU0566484027.USD":"安本美国小盘成长股","HIMS":"Hims & Hers Health Inc.","BK4023":"应用软件","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154130468","content_text":"Hims & Hers Health 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