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美股小小学生
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美股小小学生
美股小小学生
·
10-02
再洗也洗不掉韭菜的亏损， 该死的零售，王者又如何？ 云+AI全栈，才是星辰大海， 几百亿砸向BABA的南下资金，不如你一条洗🐶？
数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！
运力，才是即时零售战场上最硬的通货。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。其中，美团全职骑手APP以人均每日290分钟高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。即时零售的本质，是“零售”与“即时物流”的深度融合。
数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！
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美股小小学生
美股小小学生
·
09-03
果然是韭菜，送钱不要
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美股小小学生
美股小小学生
·
09-03
鼠目寸光
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美股小小学生
美股小小学生
·
09-03
今年剑指180～200
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美股小小学生
美股小小学生
·
08-18
推迟这么久，不是好兆头
阿里巴巴8月29日发布二季度业绩报告
阿里巴巴集团宣布将于2025年8月29日公布截至2025年6月30日止三个月的未经审核业绩报告。该报告将涵盖公司在该季度的财务表现和运营情况，为投资者和公众提供最新业务动态。业绩发布后，公司通常会举行电话会议解读结果。
阿里巴巴8月29日发布二季度业绩报告
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美股小小学生
美股小小学生
·
08-08
今年80+
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美股小小学生
美股小小学生
·
05-19
预期故意打高，明显在做空
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美股小小学生
美股小小学生
·
02-24
笑话[开心]
大和：下调中芯国际(00981)评级至“沽售” 升目标价至29港元
智通财经APP获悉，大和发布研报称，由于估值过高，下调中芯国际评级至“沽售”，目标价由27港元上调至29港元。同时基于该行与管理层同样关注需求透支可能对其2026年业务构成压力，下调对中芯国际明年业绩预测。该行指，中芯今年资本支出同比持平的指引令该行意外，因该行相信基于地缘政治问题导致其2020至2024年的异常高资本密集度，会在今年美国收紧出口管制生效而结束。
大和：下调中芯国际(00981)评级至“沽售” 升目标价至29港元
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美股小小学生
美股小小学生
·
02-12
摩🐶急了[开心]
大摩：维持中芯国际(00981)“减持”评级 目标价20.3港元
智通财经APP获悉，摩根士丹利发布研究报告称，维持中芯国际“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。
大摩：维持中芯国际(00981)“减持”评级 目标价20.3港元
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美股小小学生
美股小小学生
·
02-11
🐶东蹭DS热度[开心]
京东(JD)盘前涨超3% 京东云智算服务GCS接入DeepSeek
金吾财讯 | 京东(JD)盘前涨超3%，截至发稿，报41.53美元。消息面上，继上线 DeepSeek-R1/V3模型，并支持通过言犀AI开发计算平台进行公有云部署，以及通过vGPU AI算力平台、DeepSeek大模型一体机进行私有化部署后，京东云将DeepSeek-R1模型的多个版本接入京东云智算服务GCS，助力初创公司和开发者松构建自己的AI应用，每小时低至1.89元。京东云智算服务GCS提供DeepSeek-R1模型预装环境，支持轻量级模型（1.5B-7B）、中级模型（32B）的参数模型环境，满足不同开发需求。
京东(JD)盘前涨超3% 京东云智算服务GCS接入DeepSeek
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该死的零售，王者又如何？ 云+AI全栈，才是星辰大海， 几百亿砸向BABA的南下资金，不如你一条洗🐶？","listText":"再洗也洗不掉韭菜的亏损， 该死的零售，王者又如何？ 云+AI全栈，才是星辰大海， 几百亿砸向BABA的南下资金，不如你一条洗🐶？","text":"再洗也洗不掉韭菜的亏损， 该死的零售，王者又如何？ 云+AI全栈，才是星辰大海， 几百亿砸向BABA的南下资金，不如你一条洗🐶？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484656199966864","repostId":"2571794395","repostType":2,"repost":{"id":"2571794395","kind":"news","pubTimestamp":1759196704,"share":"https://www.laohu8.com/m/news/2571794395?lang=&edition=full","pubTime":"2025-09-30 09:45","market":"hk","language":"zh","title":"数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！","url":"https://stock-news.laohu8.com/highlight/detail?id=2571794395","media":"锐艺商业","summary":"运力，才是即时零售战场上最硬的通货。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。其中，美团全职骑手APP以人均每日290分钟高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。即时零售的本质，是“零售”与“即时物流”的深度融合。","content":"<html><body><article><p>运力，才是即时零售战场上最硬的通货。</p><p>近日，随着<a href=\"https://laohu8.com/S/BABA\">阿里</a>掌门人蒋凡公开表示“<a href=\"https://laohu8.com/S/09988\">阿里</a>市场份额已实现领先”，而<a href=\"https://laohu8.com/S/MPNGY\">美团</a>大将王莆中则选择沉默，一场关于“即时零售一哥”之争的口水战被推至台前。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930101448829v163z4y92juhs6h\"/><p>大佬隔空喊话，资本市场雾里看花，一时间，消费者也迷糊了：我天天用的这些平台，到底谁才是真正的老大？</p><p>口号可以喊，战略可以讲，但有一个最朴素的指标，往往最能反映战局的真实情况——那就是骑手端的数据。</p><p>毕竟，订单最终要靠骑手的一单一跑来完成。骑手在哪里聚集，哪里活跃度最高，订单的源头就在哪里。</p><p>我们不妨抛开公关话术，直接看向第三方数据机构QM的骑手APP洞察。这组数据，或许能为我们拨开迷雾。</p><p>///</p><p>运力不会说谎：<a href=\"https://laohu8.com/S/03690\">美团</a>的骑手生态依然“底盘”稳固</p><p>数据是最客观的裁判。8月份的数据显示：</p><p>1、在骑手规模上</p><p>主打众包模式的美团骑手APP，日活跃用户（DAU）高达490万。这个数字是什么概念？</p><p>它是阿里旗下“蜂鸟众包”APP的2倍，更是<a href=\"https://laohu8.com/S/JD\">京东</a>到家骑手APP的3倍。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。</p><p>2、在骑手粘性上</p><p>衡量骑手投入程度的“人均单日使用时长”指标，美团同样领先。其中，美团全职骑手APP以人均每日290分钟（近5小时）高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。</p><p>这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。更多的骑手意味着更广泛的覆盖和更快的响应速度；更长的在线时长则意味着运力池更稳定、更可靠。这直接决定了平台履约能力的上限。</p><p>///</p><p>深度解析：为何“运力”是决胜负的关键？</p><p>即时零售的本质，是“零售”与“即时物流”的深度融合。商品可以整合，流量可以购买，但一张高效、密集、响应迅速的即时配送网络，绝非一朝一夕可以<a href=\"https://laohu8.com/S/01630\">建成</a>。</p><p>1、美团的“高频打低频”逻辑依然有效</p><p>外卖是最高频的即时零售需求，它像一条永不干涸的河流，滋养着庞大的骑手队伍。基于外卖建立的运力网络，可以近乎零成本地复用给鲜花、药品、零食等零售业务，形成强大的协同效应。</p><p>阿里（饿了么）虽然也在努力拓展非餐业务，但其在外卖基本盘上相对弱势，导致其运力网络的“活水”来源不如美团充沛。</p><p>2、“众包+专送”双轮驱动的生态优势</p><p>数据显示中，美团无论是众包骑手的活跃度还是专送骑手的忠诚度都表现优异。这种混合模式兼具了弹性（应对波峰波谷）和稳定性（保障核心商圈和服务质量），构成了一个更有韧性的运力生态系统。</p><p>3、从“送外卖”到“送万物”，信任的迁移</p><p>用户对“准时”的极度敏感，培养出了对配送平台的信任。当用户想买一瓶水、一盒电池时，他本能会选择那个最能“准时”送到外卖的平台。这种由高频服务建立的信任感，会自然迁移到低频但更广阔的即时零售场景中。</p><p>///</p><p>领跑者依然是美团，但战争远未结束</p><p>蒋凡的“领先”宣言，并非空穴来风。它反映了阿里在整合饿了么、淘鲜达、盒马等资源后，在SKU丰富度、品牌商合作和流量导入上取得的显著进展。京东则依托其强大的供应链基础，在3C、家电等品类上具有独特优势。</p><p>然而，当前的战局表明，美团凭借其根深蒂固的运力网络和用户心智，在即时零售的“即时”这一核心维度上，依然保持着领跑地位。</p><p>王莆中的“不吭声”，或许正是一种基于实力沉淀的自信，因为数据已经替他发声。</p><p>未来的竞争，将是“商品力”与“履约力”的双重比拼。阿里、京东需要思考如何补足运力网络的短板；而美团则需要证明自己不仅能“送得快”，还能“货更全”、“价更优”。</p><p>那么，对于未来，你更看好谁呢？</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>数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！</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; 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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数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 09:45 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b><strong>锐艺商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>运力，才是即时零售战场上最硬的通货。近日，随着阿里掌门人蒋凡公开表示“阿里市场份额已实现领先”，而美团大将王莆中则选择沉默，一场关于“即时零售一哥”之争的口水战被推至台前。大佬隔空喊话，资本市场雾里看花，一时间，消费者也迷糊了：我天天用的这些平台，到底谁才是真正的老大？口号可以喊，战略可以讲，但有一个最朴素的指标，往往最能反映战局的真实情况——那就是骑手端的数据。毕竟，订单最终要靠骑手的一单一跑来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","89988":"阿里巴巴-WR","LU0791590937.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","03690":"美团-W","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571794395","content_text":"运力，才是即时零售战场上最硬的通货。近日，随着阿里掌门人蒋凡公开表示“阿里市场份额已实现领先”，而美团大将王莆中则选择沉默，一场关于“即时零售一哥”之争的口水战被推至台前。大佬隔空喊话，资本市场雾里看花，一时间，消费者也迷糊了：我天天用的这些平台，到底谁才是真正的老大？口号可以喊，战略可以讲，但有一个最朴素的指标，往往最能反映战局的真实情况——那就是骑手端的数据。毕竟，订单最终要靠骑手的一单一跑来完成。骑手在哪里聚集，哪里活跃度最高，订单的源头就在哪里。我们不妨抛开公关话术，直接看向第三方数据机构QM的骑手APP洞察。这组数据，或许能为我们拨开迷雾。///运力不会说谎：美团的骑手生态依然“底盘”稳固数据是最客观的裁判。8月份的数据显示：1、在骑手规模上主打众包模式的美团骑手APP，日活跃用户（DAU）高达490万。这个数字是什么概念？它是阿里旗下“蜂鸟众包”APP的2倍，更是京东到家骑手APP的3倍。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。2、在骑手粘性上衡量骑手投入程度的“人均单日使用时长”指标，美团同样领先。其中，美团全职骑手APP以人均每日290分钟（近5小时）高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。更多的骑手意味着更广泛的覆盖和更快的响应速度；更长的在线时长则意味着运力池更稳定、更可靠。这直接决定了平台履约能力的上限。///深度解析：为何“运力”是决胜负的关键？即时零售的本质，是“零售”与“即时物流”的深度融合。商品可以整合，流量可以购买，但一张高效、密集、响应迅速的即时配送网络，绝非一朝一夕可以建成。1、美团的“高频打低频”逻辑依然有效外卖是最高频的即时零售需求，它像一条永不干涸的河流，滋养着庞大的骑手队伍。基于外卖建立的运力网络，可以近乎零成本地复用给鲜花、药品、零食等零售业务，形成强大的协同效应。阿里（饿了么）虽然也在努力拓展非餐业务，但其在外卖基本盘上相对弱势，导致其运力网络的“活水”来源不如美团充沛。2、“众包+专送”双轮驱动的生态优势数据显示中，美团无论是众包骑手的活跃度还是专送骑手的忠诚度都表现优异。这种混合模式兼具了弹性（应对波峰波谷）和稳定性（保障核心商圈和服务质量），构成了一个更有韧性的运力生态系统。3、从“送外卖”到“送万物”，信任的迁移用户对“准时”的极度敏感，培养出了对配送平台的信任。当用户想买一瓶水、一盒电池时，他本能会选择那个最能“准时”送到外卖的平台。这种由高频服务建立的信任感，会自然迁移到低频但更广阔的即时零售场景中。///领跑者依然是美团，但战争远未结束蒋凡的“领先”宣言，并非空穴来风。它反映了阿里在整合饿了么、淘鲜达、盒马等资源后，在SKU丰富度、品牌商合作和流量导入上取得的显著进展。京东则依托其强大的供应链基础，在3C、家电等品类上具有独特优势。然而，当前的战局表明，美团凭借其根深蒂固的运力网络和用户心智，在即时零售的“即时”这一核心维度上，依然保持着领跑地位。王莆中的“不吭声”，或许正是一种基于实力沉淀的自信，因为数据已经替他发声。未来的竞争，将是“商品力”与“履约力”的双重比拼。阿里、京东需要思考如何补足运力网络的短板；而美团则需要证明自己不仅能“送得快”，还能“货更全”、“价更优”。那么，对于未来，你更看好谁呢？","news_type":1,"symbols_score_info":{"83690":0.9,"89988":0.6,"03690":0.9,"09988":0.9,"ALBmain":0.6,"METmain":0.6,"HBBD.SI":0.6,"HMTD.SI":0.6,"MPNGY":0.6}},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474398422569024,"gmtCreate":1756851684473,"gmtModify":1756851686261,"author":{"id":"3471640751615859","authorId":"3471640751615859","name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471640751615859","authorIdStr":"3471640751615859"},"themes":[],"htmlText":"果然是韭菜，送钱不要","listText":"果然是韭菜，送钱不要","text":"果然是韭菜，送钱不要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474398422569024","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474396452975080,"gmtCreate":1756851624502,"gmtModify":1756851626332,"author":{"id":"3471640751615859","authorId":"3471640751615859","name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471640751615859","authorIdStr":"3471640751615859"},"themes":[],"htmlText":"鼠目寸光","listText":"鼠目寸光","text":"鼠目寸光","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474396452975080","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474399168586472,"gmtCreate":1756851602993,"gmtModify":1756851605021,"author":{"id":"3471640751615859","authorId":"3471640751615859","name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471640751615859","authorIdStr":"3471640751615859"},"themes":[],"htmlText":"今年剑指180～200","listText":"今年剑指180～200","text":"今年剑指180～200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474399168586472","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468921912356976,"gmtCreate":1755513709599,"gmtModify":1755513711423,"author":{"id":"3471640751615859","authorId":"3471640751615859","name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471640751615859","authorIdStr":"3471640751615859"},"themes":[],"htmlText":"推迟这么久，不是好兆头","listText":"推迟这么久，不是好兆头","text":"推迟这么久，不是好兆头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468921912356976","repostId":"2560903469","repostType":2,"repost":{"id":"2560903469","kind":"news","pubTimestamp":1755510363,"share":"https://www.laohu8.com/m/news/2560903469?lang=&edition=full","pubTime":"2025-08-18 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","listText":"笑话[开心] ","text":"笑话[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406996353491256","repostId":"2513798346","repostType":2,"repost":{"id":"2513798346","kind":"news","pubTimestamp":1740361110,"share":"https://www.laohu8.com/m/news/2513798346?lang=&edition=full","pubTime":"2025-02-24 09:38","market":"sh","language":"zh","title":"大和：下调中芯国际(00981)评级至“沽售” 升目标价至29港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2513798346","media":"智通财经","summary":"智通财经APP获悉，大和发布研报称，由于估值过高，下调中芯国际评级至“沽售”，目标价由27港元上调至29港元。同时基于该行与管理层同样关注需求透支可能对其2026年业务构成压力，下调对中芯国际明年业绩预测。该行指，中芯今年资本支出同比持平的指引令该行意外，因该行相信基于地缘政治问题导致其2020至2024年的异常高资本密集度，会在今年美国收紧出口管制生效而结束。","content":"<html><body><p>智通财经APP获悉，大和发布研报称，由于估值过高，下调<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(00981)评级至“沽售”，目标价由27港元上调至29港元。同时基于该行与管理层同样关注需求透支可能对其2026年业务构成压力，下调对<a href=\"https://laohu8.com/S/00981\">中芯国际</a>明年业绩预测。该行称公司异常高且长的资本支出周期亦加重该行对折旧及地缘政治负担的担忧，可能对其结构性盈利能力构成压力。</p><p>该行指，中芯今年资本支出同比持平的指引令该行意外，因该行相信基于地缘政治问题导致其2020至2024年的异常高资本密集度，会在今年美国收紧出口管制生效而结束。该行不确定中芯会否在此高支出周期下继续建立传统产能，或是将传统产能转换为低效扩充的类似7纳米以作营运。但由于长期的折旧负担，持续高企的资本密集度将继续拖累其利润率，增加该行对折旧和地缘政治影响结构性盈利能力的主要担忧。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大和：下调中芯国际(00981)评级至“沽售” 升目标价至29港元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1253211.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://www.zhitongcaijing.com/content/detail/1253211.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513798346","content_text":"智通财经APP获悉，大和发布研报称，由于估值过高，下调中芯国际(00981)评级至“沽售”，目标价由27港元上调至29港元。同时基于该行与管理层同样关注需求透支可能对其2026年业务构成压力，下调对中芯国际明年业绩预测。该行称公司异常高且长的资本支出周期亦加重该行对折旧及地缘政治负担的担忧，可能对其结构性盈利能力构成压力。该行指，中芯今年资本支出同比持平的指引令该行意外，因该行相信基于地缘政治问题导致其2020至2024年的异常高资本密集度，会在今年美国收紧出口管制生效而结束。该行不确定中芯会否在此高支出周期下继续建立传统产能，或是将传统产能转换为低效扩充的类似7纳米以作营运。但由于长期的折旧负担，持续高企的资本密集度将继续拖累其利润率，增加该行对折旧和地缘政治影响结构性盈利能力的主要担忧。","news_type":1,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":1566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402687801827840,"gmtCreate":1739330999541,"gmtModify":1739331001229,"author":{"id":"3471640751615859","authorId":"3471640751615859","name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471640751615859","authorIdStr":"3471640751615859"},"themes":[],"htmlText":"摩🐶急了[开心] ","listText":"摩🐶急了[开心] ","text":"摩🐶急了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402687801827840","repostId":"2510397198","repostType":2,"repost":{"id":"2510397198","kind":"news","pubTimestamp":1739330241,"share":"https://www.laohu8.com/m/news/2510397198?lang=&edition=full","pubTime":"2025-02-12 11:17","market":"us","language":"zh","title":"大摩：维持中芯国际(00981)“减持”评级 目标价20.3港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2510397198","media":"智通财经","summary":"智通财经APP获悉，摩根士丹利发布研究报告称，维持中芯国际“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发布研究报告称，维持<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(00981)“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。<a href=\"https://laohu8.com/S/00981\">中芯国际</a>2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。</p><p>报告中称，公司因产品组合改善，2025年首季营运指引目标超预期，同时积极的资本支出仍在继续。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。由于近年资本支出高企，大摩预期集团折旧将持续增长，这可能对其2025年利润率状况带来负面影响。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩：维持中芯国际(00981)“减持”评级 目标价20.3港元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1248730.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://www.zhitongcaijing.com/content/detail/1248730.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510397198","content_text":"智通财经APP获悉，摩根士丹利发布研究报告称，维持中芯国际(00981)“减持”评级，目标价20.3港元。大摩虽认同先进节点生产的强劲增长，但因2025年竞争加剧，仍对成熟节点业务表示担忧。中芯国际2025年市盈率为2倍，而ROAE为4.8%，该行认为并不具吸引力。报告中称，公司因产品组合改善，2025年首季营运指引目标超预期，同时积极的资本支出仍在继续。大摩相信，中芯国际今年第一季的强劲表现将归功于中国消费补贴所带动的产品组合，以及先进节点生产的高晶圆价格。就全年而言，中芯国际预期收入增长将快于同业平均水平。由于近年资本支出高企，大摩预期集团折旧将持续增长，这可能对其2025年利润率状况带来负面影响。","news_type":1,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":2178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402214064853272,"gmtCreate":1739215570453,"gmtModify":1739215572682,"author":{"id":"3471640751615859","authorId":"3471640751615859","name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471640751615859","authorIdStr":"3471640751615859"},"themes":[],"htmlText":"🐶东蹭DS热度[开心] ","listText":"🐶东蹭DS热度[开心] ","text":"🐶东蹭DS热度[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402214064853272","repostId":"2510735858","repostType":2,"repost":{"id":"2510735858","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":1739186847,"share":"https://www.laohu8.com/m/news/2510735858?lang=&edition=full","pubTime":"2025-02-10 19:27","market":"fut","language":"zh","title":"京东(JD)盘前涨超3% 京东云智算服务GCS接入DeepSeek","url":"https://stock-news.laohu8.com/highlight/detail?id=2510735858","media":"金吾财讯","summary":"金吾财讯 | 京东(JD)盘前涨超3%，截至发稿，报41.53美元。消息面上，继上线 DeepSeek-R1/V3模型，并支持通过言犀AI开发计算平台进行公有云部署，以及通过vGPU AI算力平台、DeepSeek大模型一体机进行私有化部署后，京东云将DeepSeek-R1模型的多个版本接入京东云智算服务GCS，助力初创公司和开发者松构建自己的AI应用，每小时低至1.89元。京东云智算服务GCS提供DeepSeek-R1模型预装环境，支持轻量级模型（1.5B-7B）、中级模型（32B）的参数模型环境，满足不同开发需求。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/JD\">京东</a>(JD)盘前涨超3%，截至发稿，报41.53美元。消息面上，继上线 DeepSeek-R1/V3模型，并支持通过言犀AI开发计算平台进行公有云部署，以及通过vGPU AI算力平台、DeepSeek大模型一体机进行私有化部署后，京东云将DeepSeek-R1模型的多个版本接入京东云智算服务GCS，助力初创公司和开发者松构建自己的AI应用，每小时低至1.89元。京东云智算服务GCS提供DeepSeek-R1模型预装环境，支持轻量级模型（1.5B-7B）、中级模型（32B）的参数模型环境，满足不同开发需求。</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>京东(JD)盘前涨超3% 京东云智算服务GCS接入DeepSeek</title>\n<style 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href=\"https://laohu8.com/S/JD\">京东</a>(JD)盘前涨超3%，截至发稿，报41.53美元。消息面上，继上线 DeepSeek-R1/V3模型，并支持通过言犀AI开发计算平台进行公有云部署，以及通过vGPU AI算力平台、DeepSeek大模型一体机进行私有化部署后，京东云将DeepSeek-R1模型的多个版本接入京东云智算服务GCS，助力初创公司和开发者松构建自己的AI应用，每小时低至1.89元。京东云智算服务GCS提供DeepSeek-R1模型预装环境，支持轻量级模型（1.5B-7B）、中级模型（32B）的参数模型环境，满足不同开发需求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"285254","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510735858","content_text":"金吾财讯 | 京东(JD)盘前涨超3%，截至发稿，报41.53美元。消息面上，继上线 DeepSeek-R1/V3模型，并支持通过言犀AI开发计算平台进行公有云部署，以及通过vGPU AI算力平台、DeepSeek大模型一体机进行私有化部署后，京东云将DeepSeek-R1模型的多个版本接入京东云智算服务GCS，助力初创公司和开发者松构建自己的AI应用，每小时低至1.89元。京东云智算服务GCS提供DeepSeek-R1模型预装环境，支持轻量级模型（1.5B-7B）、中级模型（32B）的参数模型环境，满足不同开发需求。","news_type":1,"symbols_score_info":{"09618":1,"JD":1}},"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}