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LX在杭州

LX在杭州

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IP属地：浙江

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2024-10-30

玻璃不是硅吗

异动解读 | 玻璃封装新技术推动半导体ETF大涨

2024-08-14

$lululemon athletica(LULU)$ 布局一个露露的半年call，相信她能到260以上加cc摊低成本

2024-08-14

$GOOG 20250221 135.0 CALL$ 今天布局一张Google的半年call 微软也没分拆啊，谷歌怎么会呢长期看好

2024-06-13

这样的话保证金是按全额记取吗？

2023-05-04

哪里来的营销费用[财迷]

@特斯拉:特斯拉全新S3XY家族携TeslaBot闪现西禅寺下

2023-02-27

未必是集装箱，但是工具技术的进步一定会给供应链和配送占优的美团更大优势

@万能的大熊:为什么说集装箱模式是美团外卖的必由之路？

2023-01-06

靴子落地

贝壳美股盘前直线下挫！市场消息：房地产佣金将实行上限指引

2022-08-15

麻烦补充一下大股东减持的影响，谢谢！

抱歉，原内容已删除

2022-06-01

不知道管理层为什么这么在意涨跌？花钱发这种文章，还回购股份？这个时候是不是应该认真打磨好产品？尤其是app的体验比Zillow差多了，圣都的流程也有很大问题，我虽然持仓没动，但是信心都是一点点磨损的！

@阿尔法工场:贝壳控股：中国经济的看涨期权

2021-05-26

这种为五八涂脂抹粉的文章也好意思发出来，逻辑都不通的，我爱我家还知道说句贝壳值得尊敬，你五八只会靠贬低别人来衬托自己的假房源嘛？

抱歉，原内容已删除

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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异动解读 | 玻璃封装新技术推动半导体ETF大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-30 00:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日,三倍做多半导体ETF盘中大涨5.01%,引发市场广泛关注。分析人士认为,这与近期半导体行业新兴封装技术的进展密切相关。</p>\n\n<p>摩根士丹利最新报告指出,在摩尔定律放缓的背景下,半导体行业正在加大对先进封装技术的投入,其中利用玻璃材料进行封装日渐受到重视。与现有硅晶圆相比,玻璃基底可提供更大尺寸、更佳电性能、可调整的热膨胀系数等优势,有望带来20%-30%的成本节约。</p>\n\n<p>多家大型芯片公司和供应商如英特尔、台积电、美光等已逐步布局玻璃封装技术。虽然目前仍存在一些技术挑战需要克服,但分析人士预计未来几年该市场将快速增长。据估计,到2028年玻璃扇出式面板级封装市场规模将达到2.52亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXL":"三倍做多半导体ETF-Direxion 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17:37","market":"other","language":"zh","title":"贝壳美股盘前直线下挫！市场消息：房地产佣金将实行上限指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1139201999","media":"老虎资讯综合","summary":"1月5日，据彭博消息，中国据悉考虑对房地产佣金实行上限指引，以提振房地产市场需求并规范中介费的收取。指引区间可能设在销售价格的2%-2.5%，此后根据市况每隔一到三年进行一次调整。政策仍在讨论之中，尚","content":"<html><head></head><body><p>1月5日，据彭博消息，中国据悉考虑对房地产佣金实行上限指引，以提振房地产市场需求并规范中介费的收取。指引区间可能设在销售价格的2%-2.5%，此后根据市况每隔一到三年进行一次调整。政策仍在讨论之中，尚未作出最终决定。预计最快本月底会对此政策进行公示。</p><p>受此消息影响，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>美股盘前直线下挫，现跌近8%。</p><p><img src=\"https://static.tigerbbs.com/3a7dc828e0f6ae929fd15ff0e093432b\" tg-width=\"884\" tg-height=\"838\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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贝壳美股盘前直线下挫！市场消息：房地产佣金将实行上限指引\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\">2023-01-05 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，据彭博消息，中国据悉考虑对房地产佣金实行上限指引，以提振房地产市场需求并规范中介费的收取。指引区间可能设在销售价格的2%-2.5%，此后根据市况每隔一到三年进行一次调整。政策仍在讨论之中，尚未作出最终决定。预计最快本月底会对此政策进行公示。</p><p>受此消息影响，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>美股盘前直线下挫，现跌近8%。</p><p><img src=\"https://static.tigerbbs.com/3a7dc828e0f6ae929fd15ff0e093432b\" tg-width=\"884\" tg-height=\"838\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b535c9a2fb31d3a8e79d1d3d90fd21a","relate_stocks":{"BEKE":"贝壳","02423":"贝壳-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139201999","content_text":"1月5日，据彭博消息，中国据悉考虑对房地产佣金实行上限指引，以提振房地产市场需求并规范中介费的收取。指引区间可能设在销售价格的2%-2.5%，此后根据市况每隔一到三年进行一次调整。政策仍在讨论之中，尚未作出最终决定。预计最快本月底会对此政策进行公示。受此消息影响，贝壳美股盘前直线下挫，现跌近8%。","news_type":1,"symbols_score_info":{"02423":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684411820,"gmtCreate":1660540949565,"gmtModify":1660541237222,"author":{"id":"96607174069746","authorId":"96607174069746","name":"LX在杭州","avatar":"https://static.tigerbbs.com/63d414d47199ea19b2be2f30a91cf928","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"96607174069746","authorIdStr":"96607174069746"},"themes":[],"htmlText":"麻烦补充一下大股东减持的影响，谢谢！","listText":"麻烦补充一下大股东减持的影响，谢谢！","text":"麻烦补充一下大股东减持的影响，谢谢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684411820","repostId":"1132457932","repostType":2,"isVote":1,"tweetType":1,"viewCount":3331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617199572,"gmtCreate":1654092032097,"gmtModify":1704858812895,"author":{"id":"96607174069746","authorId":"96607174069746","name":"LX在杭州","avatar":"https://static.tigerbbs.com/63d414d47199ea19b2be2f30a91cf928","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"96607174069746","authorIdStr":"96607174069746"},"themes":[],"htmlText":"不知道管理层为什么这么在意涨跌？花钱发这种文章，还回购股份？这个时候是不是应该认真打磨好产品？尤其是app的体验比Zillow差多了，圣都的流程也有很大问题，我虽然持仓没动，但是信心都是一点点磨损的！","listText":"不知道管理层为什么这么在意涨跌？花钱发这种文章，还回购股份？这个时候是不是应该认真打磨好产品？尤其是app的体验比Zillow差多了，圣都的流程也有很大问题，我虽然持仓没动，但是信心都是一点点磨损的！","text":"不知道管理层为什么这么在意涨跌？花钱发这种文章，还回购股份？这个时候是不是应该认真打磨好产品？尤其是app的体验比Zillow差多了，圣都的流程也有很大问题，我虽然持仓没动，但是信心都是一点点磨损的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617199572","repostId":"617962707","repostType":1,"repost":{"id":617962707,"gmtCreate":1654007461911,"gmtModify":1744797832673,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502176745308642","authorIdStr":"3502176745308642"},"themes":[],"title":"贝壳控股：中国经济的看涨期权","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>&nbsp; 今天很残酷，但明天很美好，贝壳要做第一个能见到明天太阳的人。 5月31日，居住产业数字化服务平台贝壳(NYSE:BEKE；HKEX:2423)发布2022年第一季度财务业绩。贝壳一季度成交额(GTV)为5,860亿元(人民币，下同)，同比下降45.2%；营业收入为125亿元，同比下降39.4%，与贝壳业绩指引上限持平，超过了市场的一致性预期；经调整后净利润为2,800万元。毋庸置疑，虽然去年四季度政策开始不断松动，但受限于新冠疫情复燃等种种原因，而一季度预期的楼市复苏力度并未到来。根据贝壳研究院数据，第一季度全国二手市场GTV同比下降52%，而一季度克而瑞百强房企销售额同比下降47.6%。同期，贝壳存量房交易GTV为3,741亿元，同比下降45%，二手房交易GTV同比下降46%，略好于市场水平。而贝壳新房一季度完成1,927亿元GTV，同比下降44%。当前的经济情况已有目共睹，而贝壳能取得目前的成果殊为不易。如果参与贝壳近一年来的财报会，就会发现，难和挑战是最高频的词之一，但同时另外伴随的高频词就是坚定、难而正确。事实上，如果不了解贝壳，就很难理解其看似矛盾的做法。从去年下半年到现在，贝壳对短期内的市场走势不惮于做最坏的打算。包括：在房企暴雷苗头初期就狠抓回款，贝壳2021年全年新房回款DSO从前一年的103天下降到97天；在账上尚有足够现金的情况下优化组织结构，精简人员。另一方面贝壳看上去又足够乐观，即使市场下行依然不遗余力地推行经纪人专业化、产业数字化。而就在五月的最后一天，贝壳甚至宣布，拟建立股份回购计划，将在12个月内回购最多10亿美元的ADS（美国存托凭证）。如果拉长时间线，一切却又都有迹可循。01 凤凰归来2021年8","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>&nbsp; 今天很残酷，但明天很美好，贝壳要做第一个能见到明天太阳的人。 5月31日，居住产业数字化服务平台贝壳(NYSE:BEKE；HKEX:2423)发布2022年第一季度财务业绩。贝壳一季度成交额(GTV)为5,860亿元(人民币，下同)，同比下降45.2%；营业收入为125亿元，同比下降39.4%，与贝壳业绩指引上限持平，超过了市场的一致性预期；经调整后净利润为2,800万元。毋庸置疑，虽然去年四季度政策开始不断松动，但受限于新冠疫情复燃等种种原因，而一季度预期的楼市复苏力度并未到来。根据贝壳研究院数据，第一季度全国二手市场GTV同比下降52%，而一季度克而瑞百强房企销售额同比下降47.6%。同期，贝壳存量房交易GTV为3,741亿元，同比下降45%，二手房交易GTV同比下降46%，略好于市场水平。而贝壳新房一季度完成1,927亿元GTV，同比下降44%。当前的经济情况已有目共睹，而贝壳能取得目前的成果殊为不易。如果参与贝壳近一年来的财报会，就会发现，难和挑战是最高频的词之一，但同时另外伴随的高频词就是坚定、难而正确。事实上，如果不了解贝壳，就很难理解其看似矛盾的做法。从去年下半年到现在，贝壳对短期内的市场走势不惮于做最坏的打算。包括：在房企暴雷苗头初期就狠抓回款，贝壳2021年全年新房回款DSO从前一年的103天下降到97天；在账上尚有足够现金的情况下优化组织结构，精简人员。另一方面贝壳看上去又足够乐观，即使市场下行依然不遗余力地推行经纪人专业化、产业数字化。而就在五月的最后一天，贝壳甚至宣布，拟建立股份回购计划，将在12个月内回购最多10亿美元的ADS（美国存托凭证）。如果拉长时间线，一切却又都有迹可循。01 凤凰归来2021年8","text":"$贝壳(BEKE)$ 今天很残酷，但明天很美好，贝壳要做第一个能见到明天太阳的人。 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加cc摊低成本","images":[{"img":"https://static.tigerbbs.com/17be7cc3e59959bb4b7dda526a49cc54","width":"1179","height":"2328"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338421586252000","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":136241917,"gmtCreate":1622023540839,"gmtModify":1622023684086,"author":{"id":"96607174069746","authorId":"96607174069746","name":"LX在杭州","avatar":"https://static.tigerbbs.com/63d414d47199ea19b2be2f30a91cf928","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"96607174069746","idStr":"96607174069746"},"themes":[],"htmlText":"这种为五八涂脂抹粉的文章也好意思发出来，逻辑都不通的，我爱我家还知道说句贝壳值得尊敬，你五八只会靠贬低别人来衬托自己的假房源嘛？","listText":"这种为五八涂脂抹粉的文章也好意思发出来，逻辑都不通的，我爱我家还知道说句贝壳值得尊敬，你五八只会靠贬低别人来衬托自己的假房源嘛？","text":"这种为五八涂脂抹粉的文章也好意思发出来，逻辑都不通的，我爱我家还知道说句贝壳值得尊敬，你五八只会靠贬低别人来衬托自己的假房源嘛？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136241917","repostId":"2138164271","repostType":2,"isVote":1,"tweetType":1,"viewCount":2999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684411820,"gmtCreate":1660540949565,"gmtModify":1660541237222,"author":{"id":"96607174069746","authorId":"96607174069746","name":"LX在杭州","avatar":"https://static.tigerbbs.com/63d414d47199ea19b2be2f30a91cf928","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"96607174069746","idStr":"96607174069746"},"themes":[],"htmlText":"麻烦补充一下大股东减持的影响，谢谢！","listText":"麻烦补充一下大股东减持的影响，谢谢！","text":"麻烦补充一下大股东减持的影响，谢谢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684411820","repostId":"1132457932","repostType":2,"isVote":1,"tweetType":1,"viewCount":3331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617199572,"gmtCreate":1654092032097,"gmtModify":1704858812895,"author":{"id":"96607174069746","authorId":"96607174069746","name":"LX在杭州","avatar":"https://static.tigerbbs.com/63d414d47199ea19b2be2f30a91cf928","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"96607174069746","idStr":"96607174069746"},"themes":[],"htmlText":"不知道管理层为什么这么在意涨跌？花钱发这种文章，还回购股份？这个时候是不是应该认真打磨好产品？尤其是app的体验比Zillow差多了，圣都的流程也有很大问题，我虽然持仓没动，但是信心都是一点点磨损的！","listText":"不知道管理层为什么这么在意涨跌？花钱发这种文章，还回购股份？这个时候是不是应该认真打磨好产品？尤其是app的体验比Zillow差多了，圣都的流程也有很大问题，我虽然持仓没动，但是信心都是一点点磨损的！","text":"不知道管理层为什么这么在意涨跌？花钱发这种文章，还回购股份？这个时候是不是应该认真打磨好产品？尤其是app的体验比Zillow差多了，圣都的流程也有很大问题，我虽然持仓没动，但是信心都是一点点磨损的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617199572","repostId":"617962707","repostType":1,"repost":{"id":617962707,"gmtCreate":1654007461911,"gmtModify":1744797832673,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502176745308642","idStr":"3502176745308642"},"themes":[],"title":"贝壳控股：中国经济的看涨期权","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>&nbsp; 今天很残酷，但明天很美好，贝壳要做第一个能见到明天太阳的人。 5月31日，居住产业数字化服务平台贝壳(NYSE:BEKE；HKEX:2423)发布2022年第一季度财务业绩。贝壳一季度成交额(GTV)为5,860亿元(人民币，下同)，同比下降45.2%；营业收入为125亿元，同比下降39.4%，与贝壳业绩指引上限持平，超过了市场的一致性预期；经调整后净利润为2,800万元。毋庸置疑，虽然去年四季度政策开始不断松动，但受限于新冠疫情复燃等种种原因，而一季度预期的楼市复苏力度并未到来。根据贝壳研究院数据，第一季度全国二手市场GTV同比下降52%，而一季度克而瑞百强房企销售额同比下降47.6%。同期，贝壳存量房交易GTV为3,741亿元，同比下降45%，二手房交易GTV同比下降46%，略好于市场水平。而贝壳新房一季度完成1,927亿元GTV，同比下降44%。当前的经济情况已有目共睹，而贝壳能取得目前的成果殊为不易。如果参与贝壳近一年来的财报会，就会发现，难和挑战是最高频的词之一，但同时另外伴随的高频词就是坚定、难而正确。事实上，如果不了解贝壳，就很难理解其看似矛盾的做法。从去年下半年到现在，贝壳对短期内的市场走势不惮于做最坏的打算。包括：在房企暴雷苗头初期就狠抓回款，贝壳2021年全年新房回款DSO从前一年的103天下降到97天；在账上尚有足够现金的情况下优化组织结构，精简人员。另一方面贝壳看上去又足够乐观，即使市场下行依然不遗余力地推行经纪人专业化、产业数字化。而就在五月的最后一天，贝壳甚至宣布，拟建立股份回购计划，将在12个月内回购最多10亿美元的ADS（美国存托凭证）。如果拉长时间线，一切却又都有迹可循。01 凤凰归来2021年8","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>&nbsp; 今天很残酷，但明天很美好，贝壳要做第一个能见到明天太阳的人。 5月31日，居住产业数字化服务平台贝壳(NYSE:BEKE；HKEX:2423)发布2022年第一季度财务业绩。贝壳一季度成交额(GTV)为5,860亿元(人民币，下同)，同比下降45.2%；营业收入为125亿元，同比下降39.4%，与贝壳业绩指引上限持平，超过了市场的一致性预期；经调整后净利润为2,800万元。毋庸置疑，虽然去年四季度政策开始不断松动，但受限于新冠疫情复燃等种种原因，而一季度预期的楼市复苏力度并未到来。根据贝壳研究院数据，第一季度全国二手市场GTV同比下降52%，而一季度克而瑞百强房企销售额同比下降47.6%。同期，贝壳存量房交易GTV为3,741亿元，同比下降45%，二手房交易GTV同比下降46%，略好于市场水平。而贝壳新房一季度完成1,927亿元GTV，同比下降44%。当前的经济情况已有目共睹，而贝壳能取得目前的成果殊为不易。如果参与贝壳近一年来的财报会，就会发现，难和挑战是最高频的词之一，但同时另外伴随的高频词就是坚定、难而正确。事实上，如果不了解贝壳，就很难理解其看似矛盾的做法。从去年下半年到现在，贝壳对短期内的市场走势不惮于做最坏的打算。包括：在房企暴雷苗头初期就狠抓回款，贝壳2021年全年新房回款DSO从前一年的103天下降到97天；在账上尚有足够现金的情况下优化组织结构，精简人员。另一方面贝壳看上去又足够乐观，即使市场下行依然不遗余力地推行经纪人专业化、产业数字化。而就在五月的最后一天，贝壳甚至宣布，拟建立股份回购计划，将在12个月内回购最多10亿美元的ADS（美国存托凭证）。如果拉长时间线，一切却又都有迹可循。01 凤凰归来2021年8","text":"$贝壳(BEKE)$ 今天很残酷，但明天很美好，贝壳要做第一个能见到明天太阳的人。 5月31日，居住产业数字化服务平台贝壳(NYSE:BEKE；HKEX:2423)发布2022年第一季度财务业绩。贝壳一季度成交额(GTV)为5,860亿元(人民币，下同)，同比下降45.2%；营业收入为125亿元，同比下降39.4%，与贝壳业绩指引上限持平，超过了市场的一致性预期；经调整后净利润为2,800万元。毋庸置疑，虽然去年四季度政策开始不断松动，但受限于新冠疫情复燃等种种原因，而一季度预期的楼市复苏力度并未到来。根据贝壳研究院数据，第一季度全国二手市场GTV同比下降52%，而一季度克而瑞百强房企销售额同比下降47.6%。同期，贝壳存量房交易GTV为3,741亿元，同比下降45%，二手房交易GTV同比下降46%，略好于市场水平。而贝壳新房一季度完成1,927亿元GTV，同比下降44%。当前的经济情况已有目共睹，而贝壳能取得目前的成果殊为不易。如果参与贝壳近一年来的财报会，就会发现，难和挑战是最高频的词之一，但同时另外伴随的高频词就是坚定、难而正确。事实上，如果不了解贝壳，就很难理解其看似矛盾的做法。从去年下半年到现在，贝壳对短期内的市场走势不惮于做最坏的打算。包括：在房企暴雷苗头初期就狠抓回款，贝壳2021年全年新房回款DSO从前一年的103天下降到97天；在账上尚有足够现金的情况下优化组织结构，精简人员。另一方面贝壳看上去又足够乐观，即使市场下行依然不遗余力地推行经纪人专业化、产业数字化。而就在五月的最后一天，贝壳甚至宣布，拟建立股份回购计划，将在12个月内回购最多10亿美元的ADS（美国存托凭证）。如果拉长时间线，一切却又都有迹可循。01 凤凰归来2021年8","images":[{"img":"https://static.tigerbbs.com/97cb420bf8849a7c7a81c9b4991af501","width":"632","height":"353"},{"img":"https://static.tigerbbs.com/7d5548d788d5c97402c7c6245709fc8f","width":"632","height":"421"},{"img":"https://static.tigerbbs.com/c13af931119c2db58379ba498c939b10","width":"632","height":"423"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617962707","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365673504174320,"gmtCreate":1730276182466,"gmtModify":1730276184430,"author":{"id":"96607174069746","authorId":"96607174069746","name":"LX在杭州","avatar":"https://static.tigerbbs.com/63d414d47199ea19b2be2f30a91cf928","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"96607174069746","idStr":"96607174069746"},"themes":[],"htmlText":"玻璃不是硅吗","listText":"玻璃不是硅吗","text":"玻璃不是硅吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365673504174320","repostId":"1163892962","repostType":2,"repost":{"id":"1163892962","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1730218844,"share":"https://www.laohu8.com/m/news/1163892962?lang=&edition=full","pubTime":"2024-10-30 00:20","market":"hk","language":"zh","title":"异动解读 | 玻璃封装新技术推动半导体ETF大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1163892962","media":"异动解读","summary":"今日,三倍做多半导体ETF盘中大涨5.01%,引发市场广泛关注。分析人士认为,这与近期半导体行业新兴封装技术的进展密切相关。\n\n摩根士丹利最新报告指出,在摩尔定律放缓的背景下,半导体行业正在加大对先进封装技术的投入,其中利用玻璃材料进行封装日渐受到重视。与现有硅晶圆相比,玻璃基底可提供更大尺寸、更佳电性能、可调整的热膨胀系数等优势,有望带来20%-30%的成本节约。\n\n多家大型芯片公司和供应商如英特尔、台积电、美光等已逐步布局玻璃封装技术。虽然目前仍存在一些技术挑战需要克服,但分析人士预计未来几年该市场将快速增长。据估计,到2028年玻璃扇出式面板级封装市场规模将达到2.52亿美元。","content":"<p>今日,三倍做多半导体ETF盘中大涨5.01%,引发市场广泛关注。分析人士认为,这与近期半导体行业新兴封装技术的进展密切相关。</p>\n\n<p>摩根士丹利最新报告指出,在摩尔定律放缓的背景下,半导体行业正在加大对先进封装技术的投入,其中利用玻璃材料进行封装日渐受到重视。与现有硅晶圆相比,玻璃基底可提供更大尺寸、更佳电性能、可调整的热膨胀系数等优势,有望带来20%-30%的成本节约。</p>\n\n<p>多家大型芯片公司和供应商如英特尔、台积电、美光等已逐步布局玻璃封装技术。虽然目前仍存在一些技术挑战需要克服,但分析人士预计未来几年该市场将快速增长。据估计,到2028年玻璃扇出式面板级封装市场规模将达到2.52亿美元。</p>","source":"ai_movement_cn","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异动解读 | 玻璃封装新技术推动半导体ETF大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-30 00:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日,三倍做多半导体ETF盘中大涨5.01%,引发市场广泛关注。分析人士认为,这与近期半导体行业新兴封装技术的进展密切相关。</p>\n\n<p>摩根士丹利最新报告指出,在摩尔定律放缓的背景下,半导体行业正在加大对先进封装技术的投入,其中利用玻璃材料进行封装日渐受到重视。与现有硅晶圆相比,玻璃基底可提供更大尺寸、更佳电性能、可调整的热膨胀系数等优势,有望带来20%-30%的成本节约。</p>\n\n<p>多家大型芯片公司和供应商如英特尔、台积电、美光等已逐步布局玻璃封装技术。虽然目前仍存在一些技术挑战需要克服,但分析人士预计未来几年该市场将快速增长。据估计,到2028年玻璃扇出式面板级封装市场规模将达到2.52亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXL":"三倍做多半导体ETF-Direxion 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事实上这个挑战在餐饮外卖早期就出现过。早期餐饮配送都是盒饭为主，餐盒尺寸相对统一，随着餐饮品类的多元化和品质化，外包装也开始变得五花八门，比如装披萨的盒子是扁扁的正方形，装生日蛋糕的盒子可能是圆柱体，装烤串的包装是裹起来的锡箔纸……这些不规则的包装挤压了配送箱的空间，而当外卖平台的配送品类进一步拓展到鲜花、商超等多元化商品之后，“大订单”变得越来越多，非标的情况就更加明显。 伴随非标趋势一同出现的，还有外卖小哥“要么没能力送，要么没意愿送”的情况。比如，一提卫生卷纸，虽然重量轻，但体积太占空间，骑手会更倾向用这个空间去多接几笔餐饮订单，划算的多；再比如，手机之类的电子产品，虽然没有配送难度，但因为价格高骑手担心丢件，所以骑手也没有什么接单动力。类似的情况还能举很多例子，如何解决这些非标困境是摆在外卖平台面前的一项任务。 把“大订单”装进集装箱 集装箱是一个看上去很常见又没有什么技术含量的东西，但实际上却是改变世界的发明之一。 没有集装箱就没有海运大发展，也就没有全球化，所以很多东西的升级并不一定是复杂而且昂贵的，最关键的其实还是标准的。因为集装箱模式让各种各样的货品最终呈现的形态都是一模一样的箱子，码放在货轮之上不仅可以实现最大限度的装载，还能保证货物之间的缝隙足够紧密，避免颠簸带来的撞动和损失。而装船和卸货的设备也都是完全一致针对集装箱设计的，最终大幅降低了海运成本，开启了经济全球化的进程。而在此之前，货运单成本极高，甚至占到了产品价值的一半以上。 类似的升级其实在物流快递行业里面也曾发生，发物流的箱子型号基本也都比较标准，不过因为快","text":"在外卖上买“万物”已经不是什么新鲜事，但外卖箱似乎已无法完美得满足万物的需求。我大胆地开一个脑洞：美团外卖恐怕需要引入集装箱模式才能去应对越来越复杂的配送需求。 配送万物的非标挑战 外卖从餐饮升级到万物，首先要面对的就是非标准化带来的挑战。 事实上这个挑战在餐饮外卖早期就出现过。早期餐饮配送都是盒饭为主，餐盒尺寸相对统一，随着餐饮品类的多元化和品质化，外包装也开始变得五花八门，比如装披萨的盒子是扁扁的正方形，装生日蛋糕的盒子可能是圆柱体，装烤串的包装是裹起来的锡箔纸……这些不规则的包装挤压了配送箱的空间，而当外卖平台的配送品类进一步拓展到鲜花、商超等多元化商品之后，“大订单”变得越来越多，非标的情况就更加明显。 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17:37","market":"other","language":"zh","title":"贝壳美股盘前直线下挫！市场消息：房地产佣金将实行上限指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1139201999","media":"老虎资讯综合","summary":"1月5日，据彭博消息，中国据悉考虑对房地产佣金实行上限指引，以提振房地产市场需求并规范中介费的收取。指引区间可能设在销售价格的2%-2.5%，此后根据市况每隔一到三年进行一次调整。政策仍在讨论之中，尚","content":"<html><head></head><body><p>1月5日，据彭博消息，中国据悉考虑对房地产佣金实行上限指引，以提振房地产市场需求并规范中介费的收取。指引区间可能设在销售价格的2%-2.5%，此后根据市况每隔一到三年进行一次调整。政策仍在讨论之中，尚未作出最终决定。预计最快本月底会对此政策进行公示。</p><p>受此消息影响，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>美股盘前直线下挫，现跌近8%。</p><p><img src=\"https://static.tigerbbs.com/3a7dc828e0f6ae929fd15ff0e093432b\" tg-width=\"884\" tg-height=\"838\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月5日，据彭博消息，中国据悉考虑对房地产佣金实行上限指引，以提振房地产市场需求并规范中介费的收取。指引区间可能设在销售价格的2%-2.5%，此后根据市况每隔一到三年进行一次调整。政策仍在讨论之中，尚未作出最终决定。预计最快本月底会对此政策进行公示。</p><p>受此消息影响，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>美股盘前直线下挫，现跌近8%。</p><p><img src=\"https://static.tigerbbs.com/3a7dc828e0f6ae929fd15ff0e093432b\" tg-width=\"884\" tg-height=\"838\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b535c9a2fb31d3a8e79d1d3d90fd21a","relate_stocks":{"BEKE":"贝壳","02423":"贝壳-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139201999","content_text":"1月5日，据彭博消息，中国据悉考虑对房地产佣金实行上限指引，以提振房地产市场需求并规范中介费的收取。指引区间可能设在销售价格的2%-2.5%，此后根据市况每隔一到三年进行一次调整。政策仍在讨论之中，尚未作出最终决定。预计最快本月底会对此政策进行公示。受此消息影响，贝壳美股盘前直线下挫，现跌近8%。","news_type":1,"symbols_score_info":{"02423":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}