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稳 准 狠
2023年戒骄戒躁，戒话多！
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稳 准 狠
稳 准 狠
·
05-24
那就继续加税[捂脸] [捂脸] [捂脸]
特朗普威胁iPhone征税25%，分析师：“荒谬”！苹果扛下关税都比迁回美国强
分析预计，若征25%关税，苹果年度EPS或降逾7%，若同时iPhone还不涨价，苹果下财年毛利率或降3.5个百分点。郭明𫓹称，就盈利能力而言，苹果承受25%的关税冲击，远比将iPhone组装线搬回美国好得多；特朗普任期内将iPhone组装全迁回美国不现实，而且他还反对印度造，无法保证他任期内不会再次面临关税威胁。
特朗普威胁iPhone征税25%，分析师：“荒谬”！苹果扛下关税都比迁回美国强
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编组 21备份 2
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稳 准 狠
稳 准 狠
·
05-19
跌了的股票就踢出 涨了的股票就调入说白了就是做光面子
恒生指数有限公司宣布指数季度检讨结果 恒生指数调入美的集团(00300)、中通快递(02057)
金吾财讯 | 恒生指数有限公司宣布指数季度检讨结果。恒生指数调入美的集团(00300)、中通快递(02057)，成份股数目将由83只增加至85只。恒生科技指数调入比亚迪股份(01211)，剔除阅文集团(00772)，成份股维持30只。恒生中国企业指数成份股没有变动，成份股数目维持50只。香港恒生综合指数将加入布鲁可(00325)、古茗(01364)以及蜜雪集团(02097)。成份股数目由502只增加至505只。
恒生指数有限公司宣布指数季度检讨结果 恒生指数调入美的集团(00300)、中通快递(02057)
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稳 准 狠
稳 准 狠
·
2024-10-04
$闪送(FLX)$
真的是无论什么垃圾都上市圈钱呀
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稳 准 狠
稳 准 狠
·
2024-03-19
$小鹏汽车(XPEV)$
这就是传说中的垃圾吗
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稳 准 狠
稳 准 狠
·
2024-02-17
苹果把主要精力都放在了零配件加密上了
郭明錤发布手机市场简报：iPhone降价依然卖不动
年初的降价对于提振出货量的贡献比较有限。
郭明錤发布手机市场简报：iPhone降价依然卖不动
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稳 准 狠
稳 准 狠
·
2024-01-26
$蔚来(NIO)$
从哪里来回哪里去！1美金在招手
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稳 准 狠
稳 准 狠
·
2023-11-28
$蔚来(NIO)$
从哪里来回哪里去
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稳 准 狠
稳 准 狠
·
2023-10-27
$极兔速递-W(01519)$
在2元附近等这货
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稳 准 狠
稳 准 狠
·
2023-09-15
$A50指数主连 2309(CNmain)$
白天做空 晚上做多
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稳 准 狠
稳 准 狠
·
2023-09-14
$蓝月亮集团(06993)$
即将成为仙股
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justify;\">美东时间5月23日周五一早，特朗普在旗下社交媒体发贴称：</p><blockquote><p style=\"text-align: justify;\">“我早就告诉苹果公司的（CEO）蒂姆·库克，我希望他们在美国销售的iPhone在美国生产制造，而不是在印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。”</p></blockquote><p style=\"text-align: justify;\">特朗普发出威胁后，周五苹果的股价在美股一开盘就跳水，盘初一度跌逾3.9%，早盘跌幅曾收窄到3%以内，收跌约3%，连跌八个交易日。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4445a680460f88a53c47b8512bd78afb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">这是特朗普迄今为止对苹果做出的最严厉本土组装iPhone要求。此后，同在周五，美国财长贝森特在媒体采访中也提到了苹果。</p><p style=\"text-align: justify;\">贝森特称，美国“最大的一个弱点就是在海外生产，尤其是半导体领域。苹果的很大一部分零部件都来自半导体。所以，我们希望苹果能帮助我们确保半导体供应链的安全。”</p><h2 id=\"id_107823560\">EPS或降逾7% 若不涨价 年度毛利率或降3.5个百分点</h2><p style=\"text-align: justify;\">Vital Knowledge认为，特朗普周五的威胁很“荒谬”，指出“特朗普从未兑现他最夸张的关税威胁”。不过该机构也警告，“虽然特朗普总是屈服，但一个经济体不可能连续几个月被一把上了膛的枪指着脑袋而不做出反应。”</p><p style=\"text-align: justify;\">彭博行业研究分析称，如果苹果为了应对关税威胁被迫涨价，该司在美国的市场份额“可能会面临严重风险”，而如果苹果不涨价，“吃下进口手机的更高成本”，在苹果始于自然年今年第四季度的2026财年，公司的毛利率就可能下降3到3.5个百分点。</p><p style=\"text-align: justify;\">KeyBanc Capital Markets的分析师Brandon Nispel也认为毛利率会受打击。他在报告中写道：</p><blockquote><p style=\"text-align: justify;\">“这显然是一个负面因素。对苹果而言，现在似乎必须提高iPhone价格，这很可能在iPhone 17发布时发生。然而，在短期内，这可能意味着更显著的毛利率影响。"</p></blockquote><p style=\"text-align: justify;\">瑞银分析师David Vogt在周五的研报中写道：</p><blockquote><p style=\"text-align: justify;\">“如果对每年从中国和印度进口到美国的约7000万部iPhone征收25%的统一关税，我们估计（苹果）的年度每股收益（EPS）将减少0.51美元。”</p></blockquote><p style=\"text-align: justify;\">华尔街目前预计苹果本财年的EPS为7.18美元，以此计算，瑞银估算减少0.51美元意味着，EPS会仅仅因为从中印两国进口iPhone的关税而下降7%以上。</p><h2 id=\"id_2208405135\">供应链难转移 就算有25%关税 海外造iPhone的盈利也远强于返美</h2><p style=\"text-align: justify;\">对现阶段的苹果而言，转移整个iPhone的供应链到美国“不可能完成的任务”。</p><p style=\"text-align: justify;\">评论认为，美国缺乏苹果供应商的丰富生态系统、制造业和工程技术，目前这些只能在亚洲找到。除了亚洲，苹果难以在其他地方设立FATP（最终组装、测试和包装）设施，它们规模庞大且复杂，自身几乎就等于一个城镇，拥有数十万人、学校、健身房、医疗设施和宿舍。</p><p style=\"text-align: justify;\">有一种比较流行的支持iPhone制造回流观点是，苹果应该在美国大举买地，建立一个完全机器人操作的自动化iPhone生产工厂。这将消除制造过程中任何与人力资源相关的挑战，但供应链专家表示，由于苹果自己的需求频频变化，这种做法并不现实。此外，许多制造设备都是中国制造的。</p><p style=\"text-align: justify;\">有评论指出，iPhone生产转移到美国的成本仍可能远高于支付关税的成本。</p><p style=\"text-align: justify;\">Wedbush分析师Dan Ives此前估算，苹果在美国制造iPhone的成本约为3500美元，远超目前市面上最新一代iPhone高配版iPhone 16 Pro约1000美元的零售价。他在本周五的研报中写道：</p><blockquote><p style=\"text-align: justify;\">“考虑到颠倒的成本模式和此类举措需要像（希腊神话中完成不可能完成任务的希腊英雄）赫拉克勒斯那样的供应链物流，我们认为，iPhone生产在短期内开始在美国进行的可能性为零。”</p></blockquote><p style=\"text-align: justify;\">瑞穗科技行业专家Jordan Klein写道：“库克在这里没有什么好出路”，而且“苹果公司短期内将iPhone主要组装业务转移到美国的可能性很小甚至为零。”</p><p style=\"text-align: justify;\">彭博行业分析指出：“即使苹果同意在美国组装手机，也可能需要几个季度才能实现。”</p><p style=\"text-align: justify;\">晨星分析师 William Kerwin 周五的研报认为，中期内在美国生产iPhone也不可行。报告写道：</p><blockquote><p style=\"text-align: justify;\">“对我们来说，这是一种谈判策略，旨在推动苹果加大对美国的投资，可能采取国内芯片投资的形式，并可能生产比旗舰 iPhone 产量更低的设备。”</p></blockquote><p style=\"text-align: justify;\">天风国际的分析师、苹果“预言帝”郭明錤在社交媒体评论称：</p><blockquote><p style=\"text-align: justify;\">“就盈利能力而言，苹果承受在美国市场销售iPhone的25%关税冲击，远比将iPhone组装线搬回美国好得多。”</p></blockquote><h2 id=\"id_623311681\">特朗普态度与首个任期截然不同 这次苹果“逃不过”</h2><p style=\"text-align: justify;\">在本周五特朗普发出威胁前，一些媒体提到，本周二，特朗普刚刚和苹果CEO库克在白宫会面。</p><p style=\"text-align: justify;\">评论认为，新的威胁标志着特朗普的态度和他的第一个总统任期相比有了显著变化。当时，库克利用与特朗普的个人关系为苹果的产品赢得了关税豁免，主要经济体之间的贸易协议将核心苹果产品排除在关税之外。这次，苹果可能“逃不过”巨大的关税冲击</p><p style=\"text-align: justify;\">Huntington National Bank股票研究总监Randy Hare评论称，特朗普继续针对苹果并且似乎对该司有意见，这对他来说是一个警报信号。“这并不意味着特朗普会采取更多行动，但你无法预测会发生什么，这让我保持谨慎。”</p><p style=\"text-align: justify;\">苹果已宣布计划在未来四年内在美国投资5000亿美元，包括在休斯顿建设新的服务器制造设施，但还未达到特朗普设想的向美国生产的全面转移。</p><p style=\"text-align: justify;\">郭明錤认为，本周五特朗普的威胁让人难以忽视苹果面临逃不掉的关税危险。他发帖提出以下三个要点：</p><blockquote><p style=\"text-align: justify;\">1、特朗普提出的针对iPhone的具体关税比例并非主要担忧。更大的问题是，这已是特朗普近期第二次针对苹果的尖锐言论——这是一个苹果不容忽视的警告信号。</p><p style=\"text-align: justify;\">2、苹果在与特朗普谈判中的首要任务应该是设法避免、推迟或阻止提高iPhone关税。例如，苹果可以调整其DEI政策，确保特朗普暂时承诺不针对iPhone。</p><p style=\"text-align: justify;\">3、在特朗普任期结束前将所有美国iPhone的组装工作迁回美国是不现实的，而且特朗普也反对苹果在印度产美国iPhone。因此，即使苹果这次与特朗普达成临时协议以避免iPhone关税，也无法保证在其任期内不会再次面临关税威胁。”</p></blockquote></body></html>","source":"wallstreetcn_hot_news","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>特朗普威胁iPhone征税25%，分析师：“荒谬”！苹果扛下关税都比迁回美国强</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特朗普威胁iPhone征税25%，分析师：“荒谬”！苹果扛下关税都比迁回美国强\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-24 04:44 北京时间 <a href=https://wallstreetcn.com/articles/3747755><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析预计，若征25%关税，苹果年度EPS或降逾7%，若同时iPhone还不涨价，苹果下财年毛利率或降3.5个百分点。郭明錤称，就盈利能力而言，苹果承受25%的关税冲击，远比将iPhone组装线搬回美国好得多；特朗普任期内将iPhone组装全迁回美国不现实，而且他还反对印度造，无法保证他任期内苹果不会再次面临关税威胁。苹果遭遇了特朗普2.0任期内的最严厉、最直白的关税威胁。华尔街普遍认为这对苹果会有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747755\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8207f376e39fc6fb5dcd904f314ec0e0","relate_stocks":{"LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","BK4501":"段永平概念","BK4527":"明星科技股","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) 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ACC","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3747755","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537152477","content_text":"分析预计，若征25%关税，苹果年度EPS或降逾7%，若同时iPhone还不涨价，苹果下财年毛利率或降3.5个百分点。郭明錤称，就盈利能力而言，苹果承受25%的关税冲击，远比将iPhone组装线搬回美国好得多；特朗普任期内将iPhone组装全迁回美国不现实，而且他还反对印度造，无法保证他任期内苹果不会再次面临关税威胁。苹果遭遇了特朗普2.0任期内的最严厉、最直白的关税威胁。华尔街普遍认为这对苹果会有重大负面影响，分析师们预计，iPhone可能被迫涨价，苹果的毛利率可能下降多达3.5个百分点。可特朗普这种希望推动制造业回流的威胁也许不会起到多少效果。在分析师看来，苹果无法顺应特朗普的这种“荒谬”威胁，因为本来就做不到这点，短期、甚至中期内都不大可能实现真正的iPhone“美国造”。而且，对苹果来说，就算背上了高关税，相比美国造，海外造iPhone还是更有利可图。特朗普针对苹果的最严厉iPhone制造回流要求美东时间5月23日周五一早，特朗普在旗下社交媒体发贴称：“我早就告诉苹果公司的（CEO）蒂姆·库克，我希望他们在美国销售的iPhone在美国生产制造，而不是在印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。”特朗普发出威胁后，周五苹果的股价在美股一开盘就跳水，盘初一度跌逾3.9%，早盘跌幅曾收窄到3%以内，收跌约3%，连跌八个交易日。这是特朗普迄今为止对苹果做出的最严厉本土组装iPhone要求。此后，同在周五，美国财长贝森特在媒体采访中也提到了苹果。贝森特称，美国“最大的一个弱点就是在海外生产，尤其是半导体领域。苹果的很大一部分零部件都来自半导体。所以，我们希望苹果能帮助我们确保半导体供应链的安全。”EPS或降逾7% 若不涨价 年度毛利率或降3.5个百分点Vital Knowledge认为，特朗普周五的威胁很“荒谬”，指出“特朗普从未兑现他最夸张的关税威胁”。不过该机构也警告，“虽然特朗普总是屈服，但一个经济体不可能连续几个月被一把上了膛的枪指着脑袋而不做出反应。”彭博行业研究分析称，如果苹果为了应对关税威胁被迫涨价，该司在美国的市场份额“可能会面临严重风险”，而如果苹果不涨价，“吃下进口手机的更高成本”，在苹果始于自然年今年第四季度的2026财年，公司的毛利率就可能下降3到3.5个百分点。KeyBanc Capital Markets的分析师Brandon Nispel也认为毛利率会受打击。他在报告中写道：“这显然是一个负面因素。对苹果而言，现在似乎必须提高iPhone价格，这很可能在iPhone 17发布时发生。然而，在短期内，这可能意味着更显著的毛利率影响。\"瑞银分析师David Vogt在周五的研报中写道：“如果对每年从中国和印度进口到美国的约7000万部iPhone征收25%的统一关税，我们估计（苹果）的年度每股收益（EPS）将减少0.51美元。”华尔街目前预计苹果本财年的EPS为7.18美元，以此计算，瑞银估算减少0.51美元意味着，EPS会仅仅因为从中印两国进口iPhone的关税而下降7%以上。供应链难转移 就算有25%关税 海外造iPhone的盈利也远强于返美对现阶段的苹果而言，转移整个iPhone的供应链到美国“不可能完成的任务”。评论认为，美国缺乏苹果供应商的丰富生态系统、制造业和工程技术，目前这些只能在亚洲找到。除了亚洲，苹果难以在其他地方设立FATP（最终组装、测试和包装）设施，它们规模庞大且复杂，自身几乎就等于一个城镇，拥有数十万人、学校、健身房、医疗设施和宿舍。有一种比较流行的支持iPhone制造回流观点是，苹果应该在美国大举买地，建立一个完全机器人操作的自动化iPhone生产工厂。这将消除制造过程中任何与人力资源相关的挑战，但供应链专家表示，由于苹果自己的需求频频变化，这种做法并不现实。此外，许多制造设备都是中国制造的。有评论指出，iPhone生产转移到美国的成本仍可能远高于支付关税的成本。Wedbush分析师Dan Ives此前估算，苹果在美国制造iPhone的成本约为3500美元，远超目前市面上最新一代iPhone高配版iPhone 16 Pro约1000美元的零售价。他在本周五的研报中写道：“考虑到颠倒的成本模式和此类举措需要像（希腊神话中完成不可能完成任务的希腊英雄）赫拉克勒斯那样的供应链物流，我们认为，iPhone生产在短期内开始在美国进行的可能性为零。”瑞穗科技行业专家Jordan Klein写道：“库克在这里没有什么好出路”，而且“苹果公司短期内将iPhone主要组装业务转移到美国的可能性很小甚至为零。”彭博行业分析指出：“即使苹果同意在美国组装手机，也可能需要几个季度才能实现。”晨星分析师 William Kerwin 周五的研报认为，中期内在美国生产iPhone也不可行。报告写道：“对我们来说，这是一种谈判策略，旨在推动苹果加大对美国的投资，可能采取国内芯片投资的形式，并可能生产比旗舰 iPhone 产量更低的设备。”天风国际的分析师、苹果“预言帝”郭明錤在社交媒体评论称：“就盈利能力而言，苹果承受在美国市场销售iPhone的25%关税冲击，远比将iPhone组装线搬回美国好得多。”特朗普态度与首个任期截然不同 这次苹果“逃不过”在本周五特朗普发出威胁前，一些媒体提到，本周二，特朗普刚刚和苹果CEO库克在白宫会面。评论认为，新的威胁标志着特朗普的态度和他的第一个总统任期相比有了显著变化。当时，库克利用与特朗普的个人关系为苹果的产品赢得了关税豁免，主要经济体之间的贸易协议将核心苹果产品排除在关税之外。这次，苹果可能“逃不过”巨大的关税冲击Huntington National Bank股票研究总监Randy Hare评论称，特朗普继续针对苹果并且似乎对该司有意见，这对他来说是一个警报信号。“这并不意味着特朗普会采取更多行动，但你无法预测会发生什么，这让我保持谨慎。”苹果已宣布计划在未来四年内在美国投资5000亿美元，包括在休斯顿建设新的服务器制造设施，但还未达到特朗普设想的向美国生产的全面转移。郭明錤认为，本周五特朗普的威胁让人难以忽视苹果面临逃不掉的关税危险。他发帖提出以下三个要点：1、特朗普提出的针对iPhone的具体关税比例并非主要担忧。更大的问题是，这已是特朗普近期第二次针对苹果的尖锐言论——这是一个苹果不容忽视的警告信号。2、苹果在与特朗普谈判中的首要任务应该是设法避免、推迟或阻止提高iPhone关税。例如，苹果可以调整其DEI政策，确保特朗普暂时承诺不针对iPhone。3、在特朗普任期结束前将所有美国iPhone的组装工作迁回美国是不现实的，而且特朗普也反对苹果在印度产美国iPhone。因此，即使苹果这次与特朗普达成临时协议以避免iPhone关税，也无法保证在其任期内不会再次面临关税威胁。”","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436714993439288,"gmtCreate":1747632811624,"gmtModify":1747632813605,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241899086951680","authorIdStr":"241899086951680"},"themes":[],"htmlText":"跌了的股票就踢出 涨了的股票就调入说白了就是做光面子","listText":"跌了的股票就踢出 涨了的股票就调入说白了就是做光面子","text":"跌了的股票就踢出 涨了的股票就调入说白了就是做光面子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436714993439288","repostId":"2535313224","repostType":2,"repost":{"id":"2535313224","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1747403163,"share":"https://www.laohu8.com/m/news/2535313224?lang=&edition=full","pubTime":"2025-05-16 21:46","market":"sg","language":"zh","title":"恒生指数有限公司宣布指数季度检讨结果 恒生指数调入美的集团(00300)、中通快递(02057)","url":"https://stock-news.laohu8.com/highlight/detail?id=2535313224","media":"金吾财讯","summary":"金吾财讯 | 恒生指数有限公司宣布指数季度检讨结果。恒生指数调入美的集团(00300)、中通快递(02057)，成份股数目将由83只增加至85只。恒生科技指数调入比亚迪股份(01211)，剔除阅文集团(00772)，成份股维持30只。恒生中国企业指数成份股没有变动，成份股数目维持50只。香港恒生综合指数将加入布鲁可(00325)、古茗(01364)以及蜜雪集团(02097)。成份股数目由502只增加至505只。","content":"<html><body><p>金吾财讯 | 恒生指数有限公司宣布指数季度检讨结果。恒生指数调入<a href=\"https://laohu8.com/S/000333\">美的集团</a>(00300)、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>(02057)，成份股数目将由83只增加至85只。恒生科技指数调入<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)，剔除<a href=\"https://laohu8.com/S/00772\">阅文集团</a>(00772)，成份股维持30只。<a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>指数成份股没有变动，成份股数目维持50只。香港恒生综合指数将加入<a href=\"https://laohu8.com/S/00325\">布鲁可</a>(00325)、<a href=\"https://laohu8.com/S/01364\">古茗</a>(01364)以及<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>(02097)。成份股数目由502只增加至505只。</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>恒生指数有限公司宣布指数季度检讨结果 恒生指数调入美的集团(00300)、中通快递(02057)</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恒生指数有限公司宣布指数季度检讨结果 恒生指数调入美的集团(00300)、中通快递(02057)\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-05-16 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 恒生指数有限公司宣布指数季度检讨结果。恒生指数调入<a href=\"https://laohu8.com/S/000333\">美的集团</a>(00300)、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>(02057)，成份股数目将由83只增加至85只。恒生科技指数调入<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)，剔除<a href=\"https://laohu8.com/S/00772\">阅文集团</a>(00772)，成份股维持30只。<a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>指数成份股没有变动，成份股数目维持50只。香港恒生综合指数将加入<a href=\"https://laohu8.com/S/00325\">布鲁可</a>(00325)、<a href=\"https://laohu8.com/S/01364\">古茗</a>(01364)以及<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>(02097)。成份股数目由502只增加至505只。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/ZjY2YjQxYzhiZWM4YjljOTY5ZWUyMTU0MTAyMDMwNzUxNzY3MzQ=.jpg","relate_stocks":{"81211":"比亚迪股份-R","513600":"恒生指数ETF","BK1539":"汽车股","01364":"古茗","LU1146622755.USD":"安本中国A股股票基金A Acc","BK1616":"咖啡茶饮","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","00325":"布鲁可","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU1039395188.USD":"BNP PARIBAS GREEN TIGERS \"C\" (USD) ACC","00772":"阅文集团","BK0175":"白马股","BK4505":"高瓴资本持仓","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0540923850.HKD":"ALLIANZ 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20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>天风证券分析师郭明錤今天发布市场研究简报，简要回顾了今年1月到春节（2月中旬）期间手机产业的重要更新。</p><p>郭明錤指出，该时间段内一方面3000-4000元价位安卓机型需求稳定恢复，另一方面是2023年第1季度出货量基数较低，因此国内安卓手机出货量同比稳定增长。<strong>苹果iPhone在国内市场出货量同比继续下降，年初的降价对于提振出货量的贡献比较有限。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f2d6b2f654f9b77960ce3f7edcb3a947","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174826116","content_text":"天风证券分析师郭明錤今天发布市场研究简报，简要回顾了今年1月到春节（2月中旬）期间手机产业的重要更新。郭明錤指出，该时间段内一方面3000-4000元价位安卓机型需求稳定恢复，另一方面是2023年第1季度出货量基数较低，因此国内安卓手机出货量同比稳定增长。苹果iPhone在国内市场出货量同比继续下降，年初的降价对于提振出货量的贡献比较有限。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267015520890928,"gmtCreate":1706198874224,"gmtModify":1706198875161,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 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