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和时间赛跑zilong
和时间赛跑zilong
·
09-12
$Tempus AI(TEM)$
$Palantir Technologies Inc.(PLTR)$
都是佩罗西股,之前跟过很不错,没想到最近这一波还真是太厉害了,跟不上脚步。准备回归
$英伟达(NVDA)$
了
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和时间赛跑zilong
和时间赛跑zilong
·
09-04
$META 20250905 747.5 PUT$
脸书是永远值得信任的,提前平仓不等自动平仓,准备休息了
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556
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3
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和时间赛跑zilong
和时间赛跑zilong
·
08-27
$LLY 20251017 750.0 PUT$
先平掉一点,继续看好礼来,还有正股哦!
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6,155
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1
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6
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和时间赛跑zilong
和时间赛跑zilong
·
08-25
$META 20250905 747.5 PUT$
终于脸书不负所托地回来了,先减一点,保全收益
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1
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和时间赛跑zilong
和时间赛跑zilong
·
08-22
虽然有泡泡玛特的股票,并没有消费泡泡玛特,但这只是消费股里年轻一代的消费倾向之一,而不是未来技术的铲子。泡泡玛特和英伟达的发展方向与潜力差异化大于同质化,就像王宁说的,他对标的是迪士尼
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和时间赛跑zilong
和时间赛跑zilong
·
08-21
$微软(MSFT)$
$Meta Platforms, Inc.(META)$
$英伟达(NVDA)$
短期人工智能还没结束,pe也不算高,值得拥有
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689
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2
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和时间赛跑zilong
和时间赛跑zilong
·
08-19
这篇文章不错,转发给大家看看
泡泡玛特上半年营收138.8亿元,经调整净利润同比大增362.8%
8月19日,泡泡玛特:上半年营收138.8亿元人民币,同比增长204.4%,预估137.6亿元人民币;上半年净利润45.7亿元人民币,预估38.3亿元人民币。
泡泡玛特上半年营收138.8亿元,经调整净利润同比大增362.8%
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和时间赛跑zilong
和时间赛跑zilong
·
08-15
$META 20250815 785.0 PUT$
继续搞脸书赚菜钱
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和时间赛跑zilong
和时间赛跑zilong
·
08-12
这周还是很难做的,很多事情变数比较大,做做期权会比正股更好些
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和时间赛跑zilong
和时间赛跑zilong
·
08-06
$LLY 20251017 750.0 PUT$
明天盘前财报,虽然对礼来一直十分看好,但大势上老川喊着药企下周降价,到目前为止美股医药一直起不来,只能再平掉一点等财报了。如果大跌到心理价位再买,如果大涨也不错过
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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>短期人工智能还没结束,pe也不算高,值得拥有","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>短期人工智能还没结束,pe也不算高,值得拥有","text":"$微软(MSFT)$ $Meta Platforms, Inc.(META)$$英伟达(NVDA)$短期人工智能还没结束,pe也不算高,值得拥有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470005335425232","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469301151412800,"gmtCreate":1755606951097,"gmtModify":1755606952587,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469301151412800","repostId":"1125702009","repostType":4,"repost":{"id":"1125702009","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":1755594227,"share":"https://www.laohu8.com/m/news/1125702009?lang=&edition=full","pubTime":"2025-08-19 17:03","market":"hk","language":"zh","title":"泡泡玛特上半年营收138.8亿元,经调整净利润同比大增362.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1125702009","media":"老虎资讯综合","summary":"8月19日,泡泡玛特:上半年营收138.8亿元人民币,同比增长204.4%,预估137.6亿元人民币;上半年净利润45.7亿元人民币,预估38.3亿元人民币。","content":"<html><head></head><body><p>8月19日,<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>发布2025年上半年业绩。财报显示,上半年营收138.8亿元,同比增长204.4%,预估137.6亿元;上半年净利润45.7亿元,同比增长396.5%,预估38.3亿元;经调整净利润47.1亿元,同比增长362.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8a7fea544c26e40ea5ad67d06c37efc\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d37459f417966b3bd28eafd49ae94d2d\" title=\"\" tg-width=\"823\" tg-height=\"748\"/></p><p><strong>核心业务进展:</strong></p><p><strong>海外市场成增长主引擎:</strong> 海外业务收入达55.9亿元,同比猛增440%,收入占比从22.8%跃升至40.3%。其中,美洲市场增长1142.3%,欧洲及其他地区增长729.2%,全球化战略成果显著。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c470fc4d0197f2601671bcc7013612ae\" title=\"\" tg-width=\"1024\" tg-height=\"454\"/></p><p><strong>IP表现 — LABUBU封神:</strong> THE MONSTERS(核心为LABUBU)IP收入达48.1亿元,同比飙升668%,超越MOLLY成为第一大IP,占总收入的34.7%,显示出公司强大的IP孵化与爆款打造能力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d99c4687232ba0c319906f342818c792\" title=\"\" tg-width=\"1024\" tg-height=\"766\"/></p><p><strong>产品结构剧变 — 毛绒品类引爆市场: </strong>毛绒产品收入达61.4亿元,同比激增1276.2%,收入占比从9.8%飙升至44.2%,成为第一大品类。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8bcea6ac96727e4183679d0417c22df\" title=\"\" tg-width=\"1024\" tg-height=\"432\"/></p><p><br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>泡泡玛特上半年营收138.8亿元,经调整净利润同比大增362.8%</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{ 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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泡泡玛特上半年营收138.8亿元,经调整净利润同比大增362.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-19 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月19日,<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>发布2025年上半年业绩。财报显示,上半年营收138.8亿元,同比增长204.4%,预估137.6亿元;上半年净利润45.7亿元,同比增长396.5%,预估38.3亿元;经调整净利润47.1亿元,同比增长362.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8a7fea544c26e40ea5ad67d06c37efc\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d37459f417966b3bd28eafd49ae94d2d\" title=\"\" tg-width=\"823\" tg-height=\"748\"/></p><p><strong>核心业务进展:</strong></p><p><strong>海外市场成增长主引擎:</strong> 海外业务收入达55.9亿元,同比猛增440%,收入占比从22.8%跃升至40.3%。其中,美洲市场增长1142.3%,欧洲及其他地区增长729.2%,全球化战略成果显著。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c470fc4d0197f2601671bcc7013612ae\" title=\"\" tg-width=\"1024\" tg-height=\"454\"/></p><p><strong>IP表现 — LABUBU封神:</strong> THE MONSTERS(核心为LABUBU)IP收入达48.1亿元,同比飙升668%,超越MOLLY成为第一大IP,占总收入的34.7%,显示出公司强大的IP孵化与爆款打造能力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d99c4687232ba0c319906f342818c792\" title=\"\" tg-width=\"1024\" tg-height=\"766\"/></p><p><strong>产品结构剧变 — 毛绒品类引爆市场: </strong>毛绒产品收入达61.4亿元,同比激增1276.2%,收入占比从9.8%飙升至44.2%,成为第一大品类。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8bcea6ac96727e4183679d0417c22df\" title=\"\" tg-width=\"1024\" tg-height=\"432\"/></p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30dc37d452f250ce3fb402a1655ca971","relate_stocks":{"SG9999002950.SGD":"United Asian Growth Opportunities SGD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","09992":"泡泡玛特","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","SGXZ86797644.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","SGXZ62798434.SGD":"MAYBANK ASIAN GROWTH AND INCOME-I \"A\" (SGDHDG) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0823426308.USD":"法巴中国股票基金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125702009","content_text":"8月19日,泡泡玛特发布2025年上半年业绩。财报显示,上半年营收138.8亿元,同比增长204.4%,预估137.6亿元;上半年净利润45.7亿元,同比增长396.5%,预估38.3亿元;经调整净利润47.1亿元,同比增长362.8%。核心业务进展:海外市场成增长主引擎: 海外业务收入达55.9亿元,同比猛增440%,收入占比从22.8%跃升至40.3%。其中,美洲市场增长1142.3%,欧洲及其他地区增长729.2%,全球化战略成果显著。IP表现 — LABUBU封神: THE MONSTERS(核心为LABUBU)IP收入达48.1亿元,同比飙升668%,超越MOLLY成为第一大IP,占总收入的34.7%,显示出公司强大的IP孵化与爆款打造能力。产品结构剧变 — 毛绒品类引爆市场: 毛绒产品收入达61.4亿元,同比激增1276.2%,收入占比从9.8%飙升至44.2%,成为第一大品类。","news_type":1,"symbols_score_info":{"09992":1}},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467962027991512,"gmtCreate":1755265238127,"gmtModify":1755265249379,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/META 20250815 785.0 PUT\">$META 20250815 785.0 PUT$</a> 继续搞脸书赚菜钱","listText":"<a href=\"https://laohu8.com/OPT/META 20250815 785.0 PUT\">$META 20250815 785.0 PUT$</a> 继续搞脸书赚菜钱","text":"$META 20250815 785.0 PUT$ 继续搞脸书赚菜钱","images":[{"img":"https://static.tigerbbs.com/255abbea05ab576d5b0468328177fb11","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467962027991512","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":466709031641168,"gmtCreate":1754967795568,"gmtModify":1754967797455,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"这周还是很难做的,很多事情变数比较大,做做期权会比正股更好些","listText":"这周还是很难做的,很多事情变数比较大,做做期权会比正股更好些","text":"这周还是很难做的,很多事情变数比较大,做做期权会比正股更好些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466709031641168","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464743482781824,"gmtCreate":1754487851575,"gmtModify":1754895676125,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/LLY 20251017 750.0 PUT\">$LLY 20251017 750.0 PUT$</a> 明天盘前财报,虽然对礼来一直十分看好,但大势上老川喊着药企下周降价,到目前为止美股医药一直起不来,只能再平掉一点等财报了。如果大跌到心理价位再买,如果大涨也不错过","listText":"<a href=\"https://laohu8.com/OPT/LLY 20251017 750.0 PUT\">$LLY 20251017 750.0 PUT$</a> 明天盘前财报,虽然对礼来一直十分看好,但大势上老川喊着药企下周降价,到目前为止美股医药一直起不来,只能再平掉一点等财报了。如果大跌到心理价位再买,如果大涨也不错过","text":"$LLY 20251017 750.0 PUT$ 明天盘前财报,虽然对礼来一直十分看好,但大势上老川喊着药企下周降价,到目前为止美股医药一直起不来,只能再平掉一点等财报了。如果大跌到心理价位再买,如果大涨也不错过","images":[{"img":"https://static.tigerbbs.com/e8a91ee135100d95df7f98ac9373fea7","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/464743482781824","isVote":1,"tweetType":1,"viewCount":5999,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"idStr":"73452179038098","authorIdStr":"73452179038098"},"content":"没关系,到十月份才到期呢。大跌12%倒是没想到,而且诺和诺德还涨了","text":"没关系,到十月份才到期呢。大跌12%倒是没想到,而且诺和诺德还涨了","html":"没关系,到十月份才到期呢。大跌12%倒是没想到,而且诺和诺德还涨了"}],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}