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·
03-29
比2020年差远了吧,
恐慌指数爆表、对冲基金狂抛!高盛交易员警告:“美股不容乐观”
技术面全面破位。
恐慌指数爆表、对冲基金狂抛!高盛交易员警告:“美股不容乐观”
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·
03-26
$泡泡玛特(09992)$
这玩意儿终于跌了,做空赔了那么多,最多值60亿
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·
01-08
军备竞赛要开始了吗?第三次吃鸡大赛进入准备阶段了?
盘前|美股指期货全线下挫!1.5万亿预算“大蛋糕”来袭,国防军工股集体狂欢
1月8日,美股三大股指期货齐跌,截止发稿,道指期货跌0.33%,纳指期货跌0.26%,标普500指数期货跌0.19%。欧洲市场欧洲主要股指多数下跌,截至发稿,英国富时100跌0.16%,法国CAC40跌0.12%,德国DAX30指数涨0.02%。原油原油期货震荡上扬,截止发稿,WTI原油涨1.59%,报56.88美元/桶;布伦特原油涨1.45%,报60.83美元/桶。贵金属贵金属延续跌势,截止发稿,现货黄金跌0.68%,报4426.55美元/盎司;现货白银跌3.17%,报75.75美元/盎司。
盘前|美股指期货全线下挫!1.5万亿预算“大蛋糕”来袭,国防军工股集体狂欢
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·
2025-12-17
$携程集团—S(09961)$
可以做空了吗?虎友们,
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·
2025-12-17
$携程集团—S(09961)$
可以做空了吗?
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·
2025-03-27
天然气又危险又估值低,王总卖塑料玩具吧,安全还估值高
港股异动 | 新奥能源高开超16%,获控股股东新奥股份溢价约34.57%提私有化
本周四(3月27日), $新奥能源(02688)$ 获控股股东新奥股份溢价约34.57%提私有化,大幅高开超16%,截至发稿报66.6港元,涨幅12.03%:
港股异动 | 新奥能源高开超16%,获控股股东新奥股份溢价约34.57%提私有化
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·
2025-03-26
$泡泡玛特(09992)$
塑料玩具真厉害,年轻人也是真有钱,还用担心失业率吗
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·
2025-03-26
//
@徐杰米Jeremy
:
$泡泡玛特(09992)$
哈哈
泡泡玛特尾盘涨幅扩大至13%,2024年营收翻倍,净利润同比大增188.8%至31.25亿元
港澳台及海外业务:收入 50.66 亿元,占比 38.9%,同比激增 375.2%,成为增长核心引擎。毛绒产品:收入 28.32 亿元,同比暴涨 1,289%,成为增长亮点。MEGA 系列:收入 16.84 亿元,同比增长 146.1%,强化高端收藏市场布局。衍生品及其他:收入 15.86 亿元,同比增长 156.2%,涵盖积木、服饰等多元品类。MOLLY:收入 20.93 亿元,同比增长 105.2%,通过高端化策略持续焕新。SKULLPANDA:收入 13.08 亿元,同比增长 27.7%,凭借艺术化设计巩固市场地位。
泡泡玛特尾盘涨幅扩大至13%,2024年营收翻倍,净利润同比大增188.8%至31.25亿元
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·
2025-03-19
幼稚的可爱,为了稳消费,这次315都是不痛不痒的问题,混装油都没报道,不代表没问题,懂不
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·
2025-03-17
$泡泡玛特(09992)$
市值超过造车新势力蔚小理,牛逼[开心] ,港股就是个笑话
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11:43","market":"us","language":"zh","title":"恐慌指数爆表、对冲基金狂抛!高盛交易员警告:“美股不容乐观”","url":"https://stock-news.laohu8.com/highlight/detail?id=2623328853","media":"智通财经网","summary":"技术面全面破位。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/.SPX\">标普500</a> 已连续五周下跌,技术面全面破位。<a href=\"https://laohu8.com/S/GS\">高盛</a>交易员直言“数据并不乐观”,不过系统性卖盘近乎耗尽、月末养老金买盘涌现、CTA净空头规模创纪录等信号,也为潜在反弹积蓄动能。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5035f541a59f094bdaa20359a927aa88\" tg-width=\"560\" tg-height=\"240\"/></p><p>高盛资深交易员Cullen Morgan在周末报告中写道,“周五是近期记忆中最令人不适的交易日之一”。标普500指数创下1970年以来屈指可数的五连跌纪录,<strong>此轮下跌的持续性甚至超越了2020年新冠疫情冲击和2025年“解放日”抛售。</strong></p><p><strong>高盛美股波动恐慌指数最新读数达9.2分(满分10分),已连续17个交易日处于“恐慌区间”(8.5分以上),为过去15年最长连续恐慌纪录之一</strong>。</p><p>与此同时,指数已跌破所有关键均线和技术支撑位,包括CTA策略卖出阈值;纳斯达克指数较历史高点回调逾11%,正式确认进入修正区间。</p><p><strong>历史罕见五连跌</strong></p><p>Cullen Morgan指出,标普500指数周线五连跌在1970年以来“屈指可数”,最近一次发生在2022年衰退恐慌期间。值得注意的是,2020年新冠疫情崩盘及近期“解放日”抛售均未延续至第五周——<strong>本轮跌势在持续时间上已进入历史罕见区间</strong>。</p><p>高盛对上述历史案例进行了前瞻收益率测算,结论“并不令人鼓舞”。Morgan坦言,<strong>高盛追踪的大多数图表尚未发出明确超卖信号,但部分指标已开始呈现投降迹象。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db41f86f3b07934b6acc1bc305148942\" title=\"\" tg-width=\"1024\" tg-height=\"606\"/></p><p><strong>恐慌情绪高企</strong></p><p>多项高盛内部指标显示,市场恐慌程度已处于历史极值:</p><p><strong>对冲基金持续净卖出</strong>:高盛主经纪商周报显示,对冲基金已连续六周净卖出美国股票,<strong>近期净抛售规模位列过去十年第三大</strong>,主要源于个股的多空双向减仓,同时宏观产品的空头仓位也有所贡献。</p><p><strong>净杠杆率创近一年最大降幅:</strong>美国基本面多空净杠杆率本周下降3.1个百分点,创下自2025年4月初“解放日”当周以来的最大单周降幅。</p><p><strong>恐慌指数创15年纪录</strong>:高盛美股波动恐慌指数达9.2分(满分10分),已连续17个交易日处于恐慌区间,<strong>为近15年最长连续恐慌纪录之一</strong>。</p><p><strong>情绪指标逼近历史买点</strong>:高盛美股综合情绪指标本周跌至-0.9,反映市场整体股票敞口大幅缩减。历史数据显示,情绪指标低于-1时,股票后续收益率往往高于平均水平,而信号在指标进一步跌破-1.5时更为可靠。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e300559bb6d6cde2666def02810ea986\" title=\"\" tg-width=\"1024\" tg-height=\"405\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08a90c857299d0d4e227976db35a3d76\" title=\"\" tg-width=\"971\" tg-height=\"501\"/></p><p><strong>空头压力近极值</strong></p><p>从技术面看,当前做空压力已接近历史极值。</p><p><strong>Gamma空头达到峰值</strong>:上周创纪录的逾5万亿美元三重到期日期权到期后,做市商Gamma仓位断崖式下跌。截至周五收盘,做市商净空Gamma超过70亿美元,为史上第二低值,<strong>意味着市场双向均可能出现加速行情</strong>。</p><p><strong>CTA接近多头反转临界点</strong>:据高盛估算,过去30个交易日内,系统性策略投资者已累计卖出约850亿美元美国股票,接近历史纪录。目前CTA净空头规模约达370亿美元。摩根报告对此表示,“上行方向存在不对称性——未来一个月内,我们预计CTA在任何情景下均为买入方”,意味着任何正面消息均可能触发空头回补浪潮。</p><p><strong>纳斯达克信号</strong>:纳斯达克100指数中,目前仅不到15%的成分股位于50日均线上方。这一比例历史上曾多次预示短期反弹行情的出现。</p><p>一个值得关注的结构性特征是,尽管市场体感极度剧烈,收盘价间的已实现波动率仍低于15。然而,标普500一个月隐含波动率已跳升至26,两者价差“为我们有史以来见过的最宽之一”——这一背离表明,<strong>期权保护需求远超实际价格波动所呈现的程度</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1877a889716c80fb0acc1c01f2d6d088\" title=\"\" tg-width=\"972\" tg-height=\"501\"/></p><p>在持续下跌的背景下,报告梳理了数个可能改变市场走向的结构性催化剂:</p><p><strong>月末养老金再平衡</strong>:高盛模型预计,美国养老金将在月末买入约190亿美元美国股票,处于历史第89百分位。</p><p><strong>季节性规律</strong>:自1950年以来,<strong>4月标普500平均涨幅为1.35%,在历史上属于季节性较强的月份</strong>。</p><p><strong>期权市场定价</strong>:尽管本周因复活节假期缩短,期权市场对标普500的隐含单周波动仍超过3.4%,为过去五年最大单周隐含波动之一。</p><p>整体来看,空头压力近极值等反弹动能正在积聚,不过反弹的前提是中东局势有所缓和,目前美股的整体前景仍然不明朗。</p></body></html>","source":"highlight_zhitongcaijin","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>恐慌指数爆表、对冲基金狂抛!高盛交易员警告:“美股不容乐观”</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恐慌指数爆表、对冲基金狂抛!高盛交易员警告:“美股不容乐观”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-29 11:43 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1421304.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>标普500 已连续五周下跌,技术面全面破位。高盛交易员直言“数据并不乐观”,不过系统性卖盘近乎耗尽、月末养老金买盘涌现、CTA净空头规模创纪录等信号,也为潜在反弹积蓄动能。高盛资深交易员Cullen Morgan在周末报告中写道,“周五是近期记忆中最令人不适的交易日之一”。标普500指数创下1970年以来屈指可数的五连跌纪录,此轮下跌的持续性甚至超越了2020年新冠疫情冲击和2025年“解放日”...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1421304.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0b48f00df306416895b42c3b99135736","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zhitongcaijing.com/content/detail/1421304.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2623328853","content_text":"标普500 已连续五周下跌,技术面全面破位。高盛交易员直言“数据并不乐观”,不过系统性卖盘近乎耗尽、月末养老金买盘涌现、CTA净空头规模创纪录等信号,也为潜在反弹积蓄动能。高盛资深交易员Cullen Morgan在周末报告中写道,“周五是近期记忆中最令人不适的交易日之一”。标普500指数创下1970年以来屈指可数的五连跌纪录,此轮下跌的持续性甚至超越了2020年新冠疫情冲击和2025年“解放日”抛售。高盛美股波动恐慌指数最新读数达9.2分(满分10分),已连续17个交易日处于“恐慌区间”(8.5分以上),为过去15年最长连续恐慌纪录之一。与此同时,指数已跌破所有关键均线和技术支撑位,包括CTA策略卖出阈值;纳斯达克指数较历史高点回调逾11%,正式确认进入修正区间。历史罕见五连跌Cullen Morgan指出,标普500指数周线五连跌在1970年以来“屈指可数”,最近一次发生在2022年衰退恐慌期间。值得注意的是,2020年新冠疫情崩盘及近期“解放日”抛售均未延续至第五周——本轮跌势在持续时间上已进入历史罕见区间。高盛对上述历史案例进行了前瞻收益率测算,结论“并不令人鼓舞”。Morgan坦言,高盛追踪的大多数图表尚未发出明确超卖信号,但部分指标已开始呈现投降迹象。恐慌情绪高企多项高盛内部指标显示,市场恐慌程度已处于历史极值:对冲基金持续净卖出:高盛主经纪商周报显示,对冲基金已连续六周净卖出美国股票,近期净抛售规模位列过去十年第三大,主要源于个股的多空双向减仓,同时宏观产品的空头仓位也有所贡献。净杠杆率创近一年最大降幅:美国基本面多空净杠杆率本周下降3.1个百分点,创下自2025年4月初“解放日”当周以来的最大单周降幅。恐慌指数创15年纪录:高盛美股波动恐慌指数达9.2分(满分10分),已连续17个交易日处于恐慌区间,为近15年最长连续恐慌纪录之一。情绪指标逼近历史买点:高盛美股综合情绪指标本周跌至-0.9,反映市场整体股票敞口大幅缩减。历史数据显示,情绪指标低于-1时,股票后续收益率往往高于平均水平,而信号在指标进一步跌破-1.5时更为可靠。空头压力近极值从技术面看,当前做空压力已接近历史极值。Gamma空头达到峰值:上周创纪录的逾5万亿美元三重到期日期权到期后,做市商Gamma仓位断崖式下跌。截至周五收盘,做市商净空Gamma超过70亿美元,为史上第二低值,意味着市场双向均可能出现加速行情。CTA接近多头反转临界点:据高盛估算,过去30个交易日内,系统性策略投资者已累计卖出约850亿美元美国股票,接近历史纪录。目前CTA净空头规模约达370亿美元。摩根报告对此表示,“上行方向存在不对称性——未来一个月内,我们预计CTA在任何情景下均为买入方”,意味着任何正面消息均可能触发空头回补浪潮。纳斯达克信号:纳斯达克100指数中,目前仅不到15%的成分股位于50日均线上方。这一比例历史上曾多次预示短期反弹行情的出现。一个值得关注的结构性特征是,尽管市场体感极度剧烈,收盘价间的已实现波动率仍低于15。然而,标普500一个月隐含波动率已跳升至26,两者价差“为我们有史以来见过的最宽之一”——这一背离表明,期权保护需求远超实际价格波动所呈现的程度。在持续下跌的背景下,报告梳理了数个可能改变市场走向的结构性催化剂:月末养老金再平衡:高盛模型预计,美国养老金将在月末买入约190亿美元美国股票,处于历史第89百分位。季节性规律:自1950年以来,4月标普500平均涨幅为1.35%,在历史上属于季节性较强的月份。期权市场定价:尽管本周因复活节假期缩短,期权市场对标普500的隐含单周波动仍超过3.4%,为过去五年最大单周隐含波动之一。整体来看,空头压力近极值等反弹动能正在积聚,不过反弹的前提是中东局势有所缓和,目前美股的整体前景仍然不明朗。","news_type":1,"symbols_score_info":{".IXIC":2,".SPX":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546712515088696,"gmtCreate":1774499453952,"gmtModify":1774499455902,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 这玩意儿终于跌了,做空赔了那么多,最多值60亿","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 这玩意儿终于跌了,做空赔了那么多,最多值60亿","text":"$泡泡玛特(09992)$ 这玩意儿终于跌了,做空赔了那么多,最多值60亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546712515088696","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519606430040544,"gmtCreate":1767878380931,"gmtModify":1767878383226,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"title":"","htmlText":"军备竞赛要开始了吗?第三次吃鸡大赛进入准备阶段了?","listText":"军备竞赛要开始了吗?第三次吃鸡大赛进入准备阶段了?","text":"军备竞赛要开始了吗?第三次吃鸡大赛进入准备阶段了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519606430040544","repostId":"1194573923","repostType":2,"repost":{"id":"1194573923","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":1767873300,"share":"https://www.laohu8.com/m/news/1194573923?lang=zh_CN&edition=full","pubTime":"2026-01-08 19:55","market":"us","language":"zh","title":"盘前|美股指期货全线下挫!1.5万亿预算“大蛋糕”来袭,国防军工股集体狂欢","url":"https://stock-news.laohu8.com/highlight/detail?id=1194573923","media":"老虎资讯综合","summary":"1月8日,美股三大股指期货齐跌,截止发稿,道指期货跌0.33%,纳指期货跌0.26%,标普500指数期货跌0.19%。欧洲市场欧洲主要股指多数下跌,截至发稿,英国富时100跌0.16%,法国CAC40跌0.12%,德国DAX30指数涨0.02%。原油原油期货震荡上扬,截止发稿,WTI原油涨1.59%,报56.88美元/桶;布伦特原油涨1.45%,报60.83美元/桶。贵金属贵金属延续跌势,截止发稿,现货黄金跌0.68%,报4426.55美元/盎司;现货白银跌3.17%,报75.75美元/盎司。","content":"<html><head></head><body><p>1月8日,美股三大股指期货齐跌,截止发稿,道指期货跌0.33%,纳指期货跌0.26%,标普500指数期货跌0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce3a0dd57ee101b833805919aed4b8f3\" title=\"\" tg-width=\"414\" tg-height=\"198\"/></p><h2 id=\"id_2303423659\">行情异动</h2><p>国防军工股走强,<a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>涨近9%,<a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a>涨超7%,<a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a>涨近7%,<a href=\"https://laohu8.com/S/GD\">通用动力</a>涨超5%,<a href=\"https://laohu8.com/S/RTX\">雷神技术公司</a>涨近5%,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超2%;消息面上,特朗普提议年度国防预算增50%至1.5万亿美元;</p><p>无人机概念股走高,<a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a>涨超8%,<a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings</a>涨近6%,<a href=\"https://laohu8.com/S/RCAT\">Red Cat</a>涨超5%,<a href=\"https://laohu8.com/S/UMAC\">Unusual Machines</a>涨近4%、<a href=\"https://laohu8.com/S/AIRO\">Airo Group</a>涨近3%;</p><p>贵金属板块续跌,<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>、<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>跌超4%,<a href=\"https://laohu8.com/S/GFI\">金田</a>,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>,<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>稀土概念股普跌,<a href=\"https://laohu8.com/S/CRML\">Critical Metals</a>跌超4%,<a href=\"https://laohu8.com/S/USAR\">USA Rare Earth</a>、<a href=\"https://laohu8.com/S/MP\">MP Materials</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/MNTS\">Momentus</a>续涨逾7%,该股近四个交易日累涨逾185%!公司与战略合作伙伴Velo3D共同开发增材制造燃料箱;</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓概念<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>涨超6%,26财年Q2营收同比增长250%,显著高于分析师一致预期;</p><p><a href=\"https://laohu8.com/S/STZ\">星座品牌</a>涨超2%,第三财季业绩超出华尔街预期,并重申了全年盈利预期;</p><p><a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>跌超4%, 公司宣布拟发行2亿美元2031年到期可转换优先票据;</p><p><a href=\"https://laohu8.com/S/FFAI\">Faraday Future</a>跌超5%,贾跃亭看上具身智能赛道,法拉第未来宣布机器人战略;</p><p>生物技术公司<a href=\"https://laohu8.com/S/RVMD\">Revolution Medicines</a>跌近8%,艾伯维否认对其进行洽谈收购;</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近2%,该公司开年发布四款新车,今年将规模量产人形机器人和飞行汽车;</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近3%,大摩指公司广告增长稳健,26年有望继续与央视合作;</p><p><a href=\"https://laohu8.com/S/RGC\">脑再生科技</a>续涨逾10%,该股近三个交易日累涨近160%;马斯克宣布脑机接口量产计划叠加政策利好。</p><h2 id=\"id_1748644435\">欧洲市场</h2><p>欧洲主要股指多数下跌,截至发稿,英国富时100跌0.16%,法国CAC40跌0.12%,德国DAX30指数涨0.02%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/802060f65a3441144969796995a7581b\" title=\"\" tg-width=\"951\" tg-height=\"438\"/></p><h2 id=\"id_4196837120\">原油</h2><p>原油期货震荡上扬,截止发稿,WTI原油涨1.59%,报56.88美元/桶;布伦特原油涨1.45%,报60.83美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85cc6b1fdc7c3f72f4dbd906510fe48b\" title=\"\" tg-width=\"852\" tg-height=\"725\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b266c8fe4d62eab6a847bd949c5409ee\" title=\"\" tg-width=\"855\" tg-height=\"723\"/></p><h2 id=\"id_2347751531\">贵金属</h2><p>贵金属延续跌势,截止发稿,现货黄金跌0.68%,报4426.55美元/盎司;现货白银跌3.17%,报75.75美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09fd74e28e9a68c1dd55db5e52b3f209\" title=\"\" tg-width=\"857\" tg-height=\"726\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69d5c6b38159521e4572cf8caa972415\" title=\"\" tg-width=\"858\" tg-height=\"729\"/></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>盘前|美股指期货全线下挫!1.5万亿预算“大蛋糕”来袭,国防军工股集体狂欢</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; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-08 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月8日,美股三大股指期货齐跌,截止发稿,道指期货跌0.33%,纳指期货跌0.26%,标普500指数期货跌0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce3a0dd57ee101b833805919aed4b8f3\" title=\"\" tg-width=\"414\" tg-height=\"198\"/></p><h2 id=\"id_2303423659\">行情异动</h2><p>国防军工股走强,<a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>涨近9%,<a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a>涨超7%,<a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a>涨近7%,<a href=\"https://laohu8.com/S/GD\">通用动力</a>涨超5%,<a href=\"https://laohu8.com/S/RTX\">雷神技术公司</a>涨近5%,<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>涨超2%;消息面上,特朗普提议年度国防预算增50%至1.5万亿美元;</p><p>无人机概念股走高,<a href=\"https://laohu8.com/S/AVAV\">AeroVironment</a>涨超8%,<a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings</a>涨近6%,<a href=\"https://laohu8.com/S/RCAT\">Red Cat</a>涨超5%,<a href=\"https://laohu8.com/S/UMAC\">Unusual Machines</a>涨近4%、<a href=\"https://laohu8.com/S/AIRO\">Airo Group</a>涨近3%;</p><p>贵金属板块续跌,<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>、<a href=\"https://laohu8.com/S/CDE\">科尔黛伦矿业</a>跌超4%,<a href=\"https://laohu8.com/S/GFI\">金田</a>,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>,<a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>、<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>跌超2%;</p><p>稀土概念股普跌,<a href=\"https://laohu8.com/S/CRML\">Critical Metals</a>跌超4%,<a href=\"https://laohu8.com/S/USAR\">USA Rare Earth</a>、<a href=\"https://laohu8.com/S/MP\">MP Materials</a>跌超2%;</p><p><a href=\"https://laohu8.com/S/MNTS\">Momentus</a>续涨逾7%,该股近四个交易日累涨逾185%!公司与战略合作伙伴Velo3D共同开发增材制造燃料箱;</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓概念<a href=\"https://laohu8.com/S/APLD\">Applied Digital</a>涨超6%,26财年Q2营收同比增长250%,显著高于分析师一致预期;</p><p><a href=\"https://laohu8.com/S/STZ\">星座品牌</a>涨超2%,第三财季业绩超出华尔街预期,并重申了全年盈利预期;</p><p><a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>跌超4%, 公司宣布拟发行2亿美元2031年到期可转换优先票据;</p><p><a href=\"https://laohu8.com/S/FFAI\">Faraday Future</a>跌超5%,贾跃亭看上具身智能赛道,法拉第未来宣布机器人战略;</p><p>生物技术公司<a href=\"https://laohu8.com/S/RVMD\">Revolution Medicines</a>跌近8%,艾伯维否认对其进行洽谈收购;</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近2%,该公司开年发布四款新车,今年将规模量产人形机器人和飞行汽车;</p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近3%,大摩指公司广告增长稳健,26年有望继续与央视合作;</p><p><a href=\"https://laohu8.com/S/RGC\">脑再生科技</a>续涨逾10%,该股近三个交易日累涨近160%;马斯克宣布脑机接口量产计划叠加政策利好。</p><h2 id=\"id_1748644435\">欧洲市场</h2><p>欧洲主要股指多数下跌,截至发稿,英国富时100跌0.16%,法国CAC40跌0.12%,德国DAX30指数涨0.02%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/802060f65a3441144969796995a7581b\" title=\"\" tg-width=\"951\" tg-height=\"438\"/></p><h2 id=\"id_4196837120\">原油</h2><p>原油期货震荡上扬,截止发稿,WTI原油涨1.59%,报56.88美元/桶;布伦特原油涨1.45%,报60.83美元/桶。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85cc6b1fdc7c3f72f4dbd906510fe48b\" title=\"\" tg-width=\"852\" tg-height=\"725\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b266c8fe4d62eab6a847bd949c5409ee\" title=\"\" tg-width=\"855\" tg-height=\"723\"/></p><h2 id=\"id_2347751531\">贵金属</h2><p>贵金属延续跌势,截止发稿,现货黄金跌0.68%,报4426.55美元/盎司;现货白银跌3.17%,报75.75美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09fd74e28e9a68c1dd55db5e52b3f209\" title=\"\" tg-width=\"857\" tg-height=\"726\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69d5c6b38159521e4572cf8caa972415\" title=\"\" tg-width=\"858\" tg-height=\"729\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194573923","content_text":"1月8日,美股三大股指期货齐跌,截止发稿,道指期货跌0.33%,纳指期货跌0.26%,标普500指数期货跌0.19%。行情异动国防军工股走强,克瑞拓斯安全防卫涨近9%,诺斯罗普格鲁曼涨超7%,洛克希德马丁涨近7%,通用动力涨超5%,雷神技术公司涨近5%,Palantir涨超2%;消息面上,特朗普提议年度国防预算增50%至1.5万亿美元;无人机概念股走高,AeroVironment涨超8%,Ondas Holdings涨近6%,Red Cat涨超5%,Unusual Machines涨近4%、Airo Group涨近3%;贵金属板块续跌,赫克拉矿业、科尔黛伦矿业跌超4%,金田,泛美白银,纽曼矿业、哈莫尼黄金跌超2%;稀土概念股普跌,Critical Metals跌超4%,USA Rare Earth、MP Materials跌超2%;Momentus续涨逾7%,该股近四个交易日累涨逾185%!公司与战略合作伙伴Velo3D共同开发增材制造燃料箱;英伟达持仓概念Applied Digital涨超6%,26财年Q2营收同比增长250%,显著高于分析师一致预期;星座品牌涨超2%,第三财季业绩超出华尔街预期,并重申了全年盈利预期;阿特斯太阳能跌超4%, 公司宣布拟发行2亿美元2031年到期可转换优先票据;Faraday Future跌超5%,贾跃亭看上具身智能赛道,法拉第未来宣布机器人战略;生物技术公司Revolution Medicines跌近8%,艾伯维否认对其进行洽谈收购;小鹏汽车涨近2%,该公司开年发布四款新车,今年将规模量产人形机器人和飞行汽车;哔哩哔哩涨近3%,大摩指公司广告增长稳健,26年有望继续与央视合作;脑再生科技续涨逾10%,该股近三个交易日累涨近160%;马斯克宣布脑机接口量产计划叠加政策利好。欧洲市场欧洲主要股指多数下跌,截至发稿,英国富时100跌0.16%,法国CAC40跌0.12%,德国DAX30指数涨0.02%。原油原油期货震荡上扬,截止发稿,WTI原油涨1.59%,报56.88美元/桶;布伦特原油涨1.45%,报60.83美元/桶。贵金属贵金属延续跌势,截止发稿,现货黄金跌0.68%,报4426.55美元/盎司;现货白银跌3.17%,报75.75美元/盎司。","news_type":1,"symbols_score_info":{"MNQmain":2,"YMmain":2,"ESmain":2,"MNQ2612":2,"NQmain":2,"MNQ2603":2}},"isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511617559920968,"gmtCreate":1765933592217,"gmtModify":1765933593925,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09961\">$携程集团—S(09961)$ </a> 可以做空了吗?虎友们,","listText":"<a href=\"https://laohu8.com/S/09961\">$携程集团—S(09961)$ </a> 可以做空了吗?虎友们,","text":"$携程集团—S(09961)$ 可以做空了吗?虎友们,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511617559920968","isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511617024213792,"gmtCreate":1765933524601,"gmtModify":1765933526660,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09961\">$携程集团—S(09961)$ </a> 可以做空了吗?","listText":"<a href=\"https://laohu8.com/S/09961\">$携程集团—S(09961)$ </a> 可以做空了吗?","text":"$携程集团—S(09961)$ 可以做空了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511617024213792","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417784822882512,"gmtCreate":1743039513831,"gmtModify":1743039516251,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"title":"","htmlText":"天然气又危险又估值低,王总卖塑料玩具吧,安全还估值高","listText":"天然气又危险又估值低,王总卖塑料玩具吧,安全还估值高","text":"天然气又危险又估值低,王总卖塑料玩具吧,安全还估值高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417784822882512","repostId":"1174714578","repostType":2,"repost":{"id":"1174714578","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":1743038940,"share":"https://www.laohu8.com/m/news/1174714578?lang=zh_CN&edition=full","pubTime":"2025-03-27 09:29","market":"hk","language":"zh","title":"港股异动 | 新奥能源高开超16%,获控股股东新奥股份溢价约34.57%提私有化","url":"https://stock-news.laohu8.com/highlight/detail?id=1174714578","media":"老虎资讯综合","summary":"本周四(3月27日), $新奥能源(02688)$ 获控股股东新奥股份溢价约34.57%提私有化,大幅高开超16%,截至发稿报66.6港元,涨幅12.03%:","content":"<html><head></head><body><p>本周四(3月27日), <a href=\"https://laohu8.com/S/02688\">新奥能源</a> 获控股股东新奥股份溢价约34.57%提私有化,大幅高开超16%,截至发稿报66.6港元,涨幅12.03%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/021f7388f3dffa917653d3013d373085\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前公司公布年度业绩,国内基础业务核心利润增长10.2%至67.12亿元,去年溢利同比减少12.16%,拟派末期股息2.31港元。</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\" 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09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周四(3月27日), <a href=\"https://laohu8.com/S/02688\">新奥能源</a> 获控股股东新奥股份溢价约34.57%提私有化,大幅高开超16%,截至发稿报66.6港元,涨幅12.03%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/021f7388f3dffa917653d3013d373085\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前公司公布年度业绩,国内基础业务核心利润增长10.2%至67.12亿元,去年溢利同比减少12.16%,拟派末期股息2.31港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"02688":"新奥能源"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174714578","content_text":"本周四(3月27日), 新奥能源 获控股股东新奥股份溢价约34.57%提私有化,大幅高开超16%,截至发稿报66.6港元,涨幅12.03%:此前公司公布年度业绩,国内基础业务核心利润增长10.2%至67.12亿元,去年溢利同比减少12.16%,拟派末期股息2.31港元。","news_type":1,"symbols_score_info":{"02688":1.1}},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417700355539376,"gmtCreate":1742976739227,"gmtModify":1742976740829,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 塑料玩具真厉害,年轻人也是真有钱,还用担心失业率吗","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 塑料玩具真厉害,年轻人也是真有钱,还用担心失业率吗","text":"$泡泡玛特(09992)$ 塑料玩具真厉害,年轻人也是真有钱,还用担心失业率吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417700355539376","isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417697367880088,"gmtCreate":1742975723485,"gmtModify":1742975724762,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/3436421038125367\">@徐杰米Jeremy</a>: <a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 哈哈","listText":"//<a href=\"https://laohu8.com/U/3436421038125367\">@徐杰米Jeremy</a>: <a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 哈哈","text":"//@徐杰米Jeremy: $泡泡玛特(09992)$ 哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417697367880088","repostId":"1138846222","repostType":2,"repost":{"id":"1138846222","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":1742975032,"share":"https://www.laohu8.com/m/news/1138846222?lang=zh_CN&edition=full","pubTime":"2025-03-26 15:43","market":"us","language":"zh","title":"泡泡玛特尾盘涨幅扩大至13%,2024年营收翻倍,净利润同比大增188.8%至31.25亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1138846222","media":"老虎资讯综合","summary":"港澳台及海外业务:收入 50.66 亿元,占比 38.9%,同比激增 375.2%,成为增长核心引擎。毛绒产品:收入 28.32 亿元,同比暴涨 1,289%,成为增长亮点。MEGA 系列:收入 16.84 亿元,同比增长 146.1%,强化高端收藏市场布局。衍生品及其他:收入 15.86 亿元,同比增长 156.2%,涵盖积木、服饰等多元品类。MOLLY:收入 20.93 亿元,同比增长 105.2%,通过高端化策略持续焕新。SKULLPANDA:收入 13.08 亿元,同比增长 27.7%,凭借艺术化设计巩固市场地位。","content":"<html><head></head><body><p>3月26日, <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 尾盘涨幅扩大至13%,截至发稿报143.7港元,成交额超30亿港元:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f5669ec9648341bc50eb6ab5b9b2da9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司2024年全年营收130.38亿人民币,同比增长106.9%;净利润31.25亿人民币,同比增长188.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40638b13b95f579a84dbb68343956e24\" title=\"\" tg-width=\"886\" tg-height=\"789\"/></p><p><strong>主营业务构成</strong></p><p><strong>1. 区域分布</strong></p><ul style=\"\"><li><p><strong>中国内地业务:</strong></p></li></ul><p>收入 79.72 亿元,占总营收 61.1%,同比增长 52.3%。</p><p>渠道贡献:零售店(38.3 亿元)、线上渠道(27.0 亿元)、机器人商店(7.0 亿元)及批发业务(7.5 亿元)协同增长。</p><ul style=\"\"><li><p><strong>港澳台及海外业务:</strong></p></li></ul><p>收入 50.66 亿元,占比 38.9%,同比激增 375.2%,成为增长核心引擎。</p><p>渠道拓展:零售店(29.4 亿元)、线上平台(14.6 亿元)及批发业务(5.4 亿元)全面开花,覆盖东南亚、东亚、北美及欧洲市场。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d796c2e2dd8c294f63791237d340c7fe\" title=\"\" tg-width=\"879\" tg-height=\"605\"/></p><p><strong>2. 产品结构</strong></p><ul style=\"\"><li><p>手办:收入 69.36 亿元(占比 53.2%),同比增长 44.7%,仍为核心品类。</p></li><li><p>毛绒产品:收入 28.32 亿元(占比 21.7%),同比暴涨 1,289%,成为增长亮点。</p></li><li><p>MEGA 系列:收入 16.84 亿元(占比 12.9%),同比增长 146.1%,强化高端收藏市场布局。</p></li><li><p>衍生品及其他:收入 15.86 亿元(占比 12.2%),同比增长 156.2%,涵盖积木、服饰等多元品类。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759214a539c39a6ae999d586f6d3b8dc\" title=\"\" tg-width=\"881\" tg-height=\"362\"/></p><p><strong>3. 核心 IP 表现</strong></p><ul style=\"\"><li><p>THE MONSTERS:收入 30.41 亿元(占比 23.3%),同比增长 726.6%,受益于海外市场拓展及毛绒产品热销。</p></li><li><p>MOLLY:收入 20.93 亿元(占比 16.1%),同比增长 105.2%,通过高端化策略持续焕新。</p></li><li><p>SKULLPANDA:收入 13.08 亿元(占比 10.0%),同比增长 27.7%,凭借艺术化设计巩固市场地位。</p></li><li><p>CRYBABY:收入 11.65 亿元(占比 8.9%),同比激增 1,537.2%,成为增速最快的新锐 IP。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e57afc8db2389be73e5eef397817549\" title=\"\" tg-width=\"894\" tg-height=\"678\"/></p></li></ul></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>泡泡玛特尾盘涨幅扩大至13%,2024年营收翻倍,净利润同比大增188.8%至31.25亿元</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{ 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}\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泡泡玛特尾盘涨幅扩大至13%,2024年营收翻倍,净利润同比大增188.8%至31.25亿元\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\">2025-03-26 15:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月26日, <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 尾盘涨幅扩大至13%,截至发稿报143.7港元,成交额超30亿港元:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f5669ec9648341bc50eb6ab5b9b2da9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司2024年全年营收130.38亿人民币,同比增长106.9%;净利润31.25亿人民币,同比增长188.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40638b13b95f579a84dbb68343956e24\" title=\"\" tg-width=\"886\" tg-height=\"789\"/></p><p><strong>主营业务构成</strong></p><p><strong>1. 区域分布</strong></p><ul style=\"\"><li><p><strong>中国内地业务:</strong></p></li></ul><p>收入 79.72 亿元,占总营收 61.1%,同比增长 52.3%。</p><p>渠道贡献:零售店(38.3 亿元)、线上渠道(27.0 亿元)、机器人商店(7.0 亿元)及批发业务(7.5 亿元)协同增长。</p><ul style=\"\"><li><p><strong>港澳台及海外业务:</strong></p></li></ul><p>收入 50.66 亿元,占比 38.9%,同比激增 375.2%,成为增长核心引擎。</p><p>渠道拓展:零售店(29.4 亿元)、线上平台(14.6 亿元)及批发业务(5.4 亿元)全面开花,覆盖东南亚、东亚、北美及欧洲市场。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d796c2e2dd8c294f63791237d340c7fe\" title=\"\" tg-width=\"879\" tg-height=\"605\"/></p><p><strong>2. 产品结构</strong></p><ul style=\"\"><li><p>手办:收入 69.36 亿元(占比 53.2%),同比增长 44.7%,仍为核心品类。</p></li><li><p>毛绒产品:收入 28.32 亿元(占比 21.7%),同比暴涨 1,289%,成为增长亮点。</p></li><li><p>MEGA 系列:收入 16.84 亿元(占比 12.9%),同比增长 146.1%,强化高端收藏市场布局。</p></li><li><p>衍生品及其他:收入 15.86 亿元(占比 12.2%),同比增长 156.2%,涵盖积木、服饰等多元品类。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759214a539c39a6ae999d586f6d3b8dc\" title=\"\" tg-width=\"881\" tg-height=\"362\"/></p><p><strong>3. 核心 IP 表现</strong></p><ul style=\"\"><li><p>THE MONSTERS:收入 30.41 亿元(占比 23.3%),同比增长 726.6%,受益于海外市场拓展及毛绒产品热销。</p></li><li><p>MOLLY:收入 20.93 亿元(占比 16.1%),同比增长 105.2%,通过高端化策略持续焕新。</p></li><li><p>SKULLPANDA:收入 13.08 亿元(占比 10.0%),同比增长 27.7%,凭借艺术化设计巩固市场地位。</p></li><li><p>CRYBABY:收入 11.65 亿元(占比 8.9%),同比激增 1,537.2%,成为增速最快的新锐 IP。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e57afc8db2389be73e5eef397817549\" title=\"\" tg-width=\"894\" tg-height=\"678\"/></p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f29dcd24b023d4290cb189dcda6d718e","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138846222","content_text":"3月26日, 泡泡玛特 尾盘涨幅扩大至13%,截至发稿报143.7港元,成交额超30亿港元:公司2024年全年营收130.38亿人民币,同比增长106.9%;净利润31.25亿人民币,同比增长188.8%。主营业务构成1. 区域分布中国内地业务:收入 79.72 亿元,占总营收 61.1%,同比增长 52.3%。渠道贡献:零售店(38.3 亿元)、线上渠道(27.0 亿元)、机器人商店(7.0 亿元)及批发业务(7.5 亿元)协同增长。港澳台及海外业务:收入 50.66 亿元,占比 38.9%,同比激增 375.2%,成为增长核心引擎。渠道拓展:零售店(29.4 亿元)、线上平台(14.6 亿元)及批发业务(5.4 亿元)全面开花,覆盖东南亚、东亚、北美及欧洲市场。2. 产品结构手办:收入 69.36 亿元(占比 53.2%),同比增长 44.7%,仍为核心品类。毛绒产品:收入 28.32 亿元(占比 21.7%),同比暴涨 1,289%,成为增长亮点。MEGA 系列:收入 16.84 亿元(占比 12.9%),同比增长 146.1%,强化高端收藏市场布局。衍生品及其他:收入 15.86 亿元(占比 12.2%),同比增长 156.2%,涵盖积木、服饰等多元品类。3. 核心 IP 表现THE MONSTERS:收入 30.41 亿元(占比 23.3%),同比增长 726.6%,受益于海外市场拓展及毛绒产品热销。MOLLY:收入 20.93 亿元(占比 16.1%),同比增长 105.2%,通过高端化策略持续焕新。SKULLPANDA:收入 13.08 亿元(占比 10.0%),同比增长 27.7%,凭借艺术化设计巩固市场地位。CRYBABY:收入 11.65 亿元(占比 8.9%),同比激增 1,537.2%,成为增速最快的新锐 IP。","news_type":1,"symbols_score_info":{"09992":1.1}},"isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415137223463384,"gmtCreate":1742371689919,"gmtModify":1742371692336,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"title":"","htmlText":"幼稚的可爱,为了稳消费,这次315都是不痛不痒的问题,混装油都没报道,不代表没问题,懂不","listText":"幼稚的可爱,为了稳消费,这次315都是不痛不痒的问题,混装油都没报道,不代表没问题,懂不","text":"幼稚的可爱,为了稳消费,这次315都是不痛不痒的问题,混装油都没报道,不代表没问题,懂不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415137223463384","isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414295988072808,"gmtCreate":1742176155318,"gmtModify":1742176749362,"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3506462233722179","authorIdStr":"3506462233722179"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 市值超过造车新势力蔚小理,牛逼[开心] ,港股就是个笑话","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 市值超过造车新势力蔚小理,牛逼[开心] ,港股就是个笑话","text":"$泡泡玛特(09992)$ 市值超过造车新势力蔚小理,牛逼[开心] ,港股就是个笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414295988072808","isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}