暴涨暴赚的个人主页 - 老虎社区

暴涨暴赚

暴涨暴赚

暂无个人介绍

IP属地：北京

40关注

250粉丝

1主题

0勋章

01-09

$MINIMAX-WP(00100)$ 我还有80股卖不卖呢

01-02

？

2025-12-31

涨一点啊

腾讯控股（00700）更新翌日披露报表，回购逾106万股股份

2025-12-30

$美团-W(03690)$ 割了就起飞

2025-12-22

$五矿资源(01208)$ 我不懂但是我大受震撼

2025-12-19

$腾讯控股(00700)$ 割完就涨呗

2025-12-04

$腾讯控股(00700)$ 这么垃圾怎么了

2025-12-04

咋不涨呢

腾讯控股：12月3日回购104万股股份，耗资约6.36亿港元

2025-12-04

$五矿资源(01208)$ 疯了？

2025-11-30

60件啊邓超迪紫薯紫薯

2025-11-26

阿里京东跌麻了

把美团拉下“神坛”，阿里得到了什么

2025-11-24

620 割了又起飞

@相见时难别亦难:$腾讯控股(00700)$ 哎，想等700清仓的，结果683就不长了，我真是被资本做局了

2025-11-19

垃圾

腾讯控股：第三季度营收同比增15%

2025-11-18

通义app 改名千问app

2025-11-14

都是垃圾看今天暴跌$(*‘▽‘*)$

2025-11-14

财报垃圾

@chenx32401:‌$哔哩哔哩(BILI)$ ‌怎么突然暴跌

2025-11-13

看看隔壁 pony 的 700

2025-11-13

$小马智行-W(02026)$ 垃圾

2025-11-12

$百利天恒(02615)$ **？

2025-10-31

靠

滴普科技再飙20%，上市三个交易日累涨近350%

去老虎APP查看更多动态

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style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2025-12-30 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>腾讯控股有限公司（00700）于2025年12月30日发布翌日披露报表，披露股份发行与股份购回等最新情况。</p>\n<p>根据公告，2025年12月30日，公司因执行于2023年5月17日采纳的2023年购股权计划，向相关参与人发行新股1,745股，每股加权平均发行价为476.76港元。发行完成后，公司已发行股本（不包括库存股份）由9,130,708,160股增至9,130,709,905股。</p>\n<p>同日，公司于香港联交所回购股份1,062,000股，每股购回价介乎594.5港元至600.5港元之间，合计耗资约6.3567亿港元。购回后，公司待注销的回购股份总数相应增加。回购授权于2025年5月14日获股东大会通过，授权购回总数为918,901,866股，截至目前已回购的股份总数为100,940,000股，占授权当日已发行股本的约1.09849%。</p>\n<p>公司确认本次已发行或购回股份严格遵守香港联交所证券上市规则及相关法律法规。公告由公司秘书刘淑仪签署。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148305186","content_text":"腾讯控股有限公司（00700）于2025年12月30日发布翌日披露报表，披露股份发行与股份购回等最新情况。\n根据公告，2025年12月30日，公司因执行于2023年5月17日采纳的2023年购股权计划，向相关参与人发行新股1,745股，每股加权平均发行价为476.76港元。发行完成后，公司已发行股本（不包括库存股份）由9,130,708,160股增至9,130,709,905股。\n同日，公司于香港联交所回购股份1,062,000股，每股购回价介乎594.5港元至600.5港元之间，合计耗资约6.3567亿港元。购回后，公司待注销的回购股份总数相应增加。回购授权于2025年5月14日获股东大会通过，授权购回总数为918,901,866股，截至目前已回购的股份总数为100,940,000股，占授权当日已发行股本的约1.09849%。\n公司确认本次已发行或购回股份严格遵守香港联交所证券上市规则及相关法律法规。公告由公司秘书刘淑仪签署。","news_type":1,"symbols_score_info":{"00700":1}},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516319350468712,"gmtCreate":1767075266050,"gmtModify":1767075278443,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3435615840878311","idStr":"3435615840878311"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/01208\">$五矿资源(01208)$ </a> 疯了？","listText":"<a href=\"https://laohu8.com/S/01208\">$五矿资源(01208)$ </a> 疯了？","text":"$五矿资源(01208)$ 疯了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507007570674064","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505791744430936,"gmtCreate":1764508491413,"gmtModify":1764508494081,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3435615840878311","idStr":"3435615840878311"},"themes":[],"title":"","htmlText":"60件啊 邓超迪 紫薯紫薯","listText":"60件啊 邓超迪 紫薯紫薯","text":"60件啊 邓超迪 紫薯紫薯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505791744430936","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504134244082128,"gmtCreate":1764113569014,"gmtModify":1764119073144,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3435615840878311","idStr":"3435615840878311"},"themes":[],"title":"","htmlText":"阿里京东跌麻了","listText":"阿里京东跌麻了","text":"阿里京东跌麻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504134244082128","repostId":"2586472796","repostType":2,"repost":{"id":"2586472796","kind":"news","pubTimestamp":1764085968,"share":"https://www.laohu8.com/m/news/2586472796?lang=zh_CN&edition=full","pubTime":"2025-11-25 23:52","market":"hk","language":"zh","title":"把美团拉下“神坛”，阿里得到了什么","url":"https://stock-news.laohu8.com/highlight/detail?id=2586472796","media":"商业观察家","summary":"2025年第三季度，阿里营业成本1507.8亿元，同比增长4.69%。这一战，从目前的现局来看，《商业观察家》感觉，阿里巴巴似乎把美团拉下了“神坛”。那么，花大代价把美团拉下“神坛”，阿里从中又能得到什么？而从这个方向，阿里得到了什么吗？这让阿里感到了威胁，感觉到了不安全。如果阿里的基础盘——服饰品类的流量成本要低于美团了，阿里可能就要跌入谷底了。通过高烈度竞争，一些市场人士认为，阿里此举是想要美团“屈服”、听话。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OK1jPQ84lKfmZEHO27bq-8jNRYiTMpWSJrrfZjogIey98AA/0\"/><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2025年第三季度财报的基调（阿里26财年二季报），给《商业观察家》的感觉是：AI做估值——阿里云智能业务板块收入同比增长34%；外卖即时零售做流量——拉频次。</p><p><strong>一</strong></p><p><strong>业绩</strong></p><p>2025年第三季度，阿里实现收入2477.95亿元，同比增长5%，剔除阿里已出售的<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>、银泰百货的实体零售业务所带来的影响，该季度，阿里收入的同比增幅达到15%。其中，中国电商业务的客户管理（数字广告）收入789.27亿元，同比增长10%；直营、物流及其他收入240亿，同比增长5%；即时零售业务229亿元，同比增长60%。</p><p>2025年第三季度，阿里营业成本1507.8亿元，同比增长4.69%。（也受剥离高鑫零售等实体零售业务成本项影响）</p><p>2025年第三季度，阿里经营利润53.65亿元，同比下降85%；<span>净利润</span>206亿元，同比下降53%；经营活动产生的现金流量净额100.99亿元，同比下降68%。</p><p>整体来看，2025年第三季度，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>的业绩仍受外卖即时零售市场“烧钱”竞争的影响。</p><p>这一战，从目前的现局来看，《商业观察家》感觉，阿里巴巴似乎把<a href=\"https://laohu8.com/S/MPNGY\">美团</a>拉下了“神坛”。之前，在本地生活领域，<a href=\"https://laohu8.com/S/03690\">美团</a>几乎被认为是不可战胜的，市场地位是难以被撼动的。至少，我们是这么认为的，一直以来，我们对美团有很强的信心。</p><p>然而，这一战打下来，我们感觉市场对美团的信心似乎有所“松动”，甚至，这场竞争最糟糕的一面是：好像也没有什么特别有技术含量的东西，最终比的似乎变成了看谁的钱多，谁的“子弹”多，谁的补贴多。通过补贴烧出来的流量与订单，培育并搭建起来了平台架构。用户端的平台忠诚度则看起来非常不可靠，在互联网的世界里，用户只会追求便宜。</p><p>由此，阿里巴巴用一堆金钱，凭借更大的块头，把美团拉下了“神坛”。</p><p>《商业观察家》也把这样的感觉讲给了一些资深市场人士听，得到回答是：如果是拼钱，那银行应该垄断一切，<a href=\"https://laohu8.com/S/00700\">腾讯</a>也应该垄断一切。</p><p>《商业观察家》再问这些人士，那么，在本地生活领域，什么样的能力只有一家具备，而其他家完全不可能具备的？</p><p>也没有得到明确解答。</p><p><strong>二</strong></p><p><strong>得到了什么</strong></p><p>损人不利己，是未成年人经常干的事情；损人利己，欢迎进入成年人的世界。</p><p>那么，花大代价把美团拉下“神坛”，阿里从中又能得到什么？利己什么？</p><p>这块，《商业观察家》也感觉不深，不过总结下来，我们认为阿里有可能有以下三方面的考虑。</p><p>一、止<span>阴跌</span>。</p><p>跟线下的传统大卖场等业态一样，如果它们当下不做调改升级，不做“胖改”（学习胖东来调改门店），门店客流就会一直阴跌下去。所以，它们必须要找到新的流量场景，并为此来做适配调改。</p><p>阿里也有这个问题，很多品类商家都曾对《商业观察家》称，它们在阿里上的流量，这些年一直是持续下跌的。总量下跌，年轻客流减少；商品老化，为年轻人打造的一些商品与包装，在阿里平台上就是卖得相对不好。</p><p>在这种情况下，阿里也需要“调改”，只是它选择的方向是做外卖即时零售。外卖即时零售的客群则比较年轻，因为年轻人越来越“懒”了——不做饭了，也没有耐心了——所有物品都希望1小时内送达。</p><p>这成为了阿里的“调改”方向。而从这个方向，阿里得到了什么吗？</p><p>外卖业务烧出来的流量产生出了多大的实物商品购买单量？即时零售业务的网络效应是否足够强大，当补贴退场后，这个“网络”会是一个什么样的局面？</p><p>这些，目前还不能完整看出来，或者说有待持续去兑现。</p><p>二、安全感。</p><p>基于餐饮外卖、生鲜小时达所建立起来的即配心智、流量盘与基础设施，美团可以低流量成本做持续的多元化多品类扩张，就是说，由于线上是无边届的，可以无限扩品，那么，基于外卖及买菜的小时达流量，美团可以以此为基础盘，以极低的流量营销成本将这些外卖买菜流量转化为买服饰买电器买万物的小时达流量。</p><p>由此，在小时达即配赛道里，美团多品类扩张的流量成本很低。</p><p>这让阿里感到了威胁，感觉到了不安全。</p><p>如果阿里的基础盘——服饰品类的流量成本要低于美团了，阿里可能就要跌入谷底了。</p><p>这块，此轮的大战，阿里又得到了什么？</p><p>阿里财报提了一句：截至2025年10月31日，约3500个天猫品牌将其线下门店接入即时零售销售。</p><p>但具体份额怎么样，订单怎么样，流量成本怎么样，还不知道。</p><p>三、控制欲——让美团听话。</p><p>领先者对于追赶者的要求都差不多：要守“规矩”，要打“招呼”，要“听话”。</p><p>通过高烈度竞争，一些市场人士认为，阿里此举是想要美团“屈服”、听话。</p><p>这块，阿里现在得到了吗？美团认输了吗？</p><p>还是看不出来。</p><p>这块，未来可能要看阿里能不能切断美团的“补给”。</p><img src=\"https://inews.gtimg.com/om_bt/OOXfOYI6JdypGl0murfLeg7o-k1T_mEWz0XB7RvC2cR2wAA/0\"/></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>把美团拉下“神坛”，阿里得到了什么</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n把美团拉下“神坛”，阿里得到了什么\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-25 23:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125235628a710fb20&s=b><strong>商业观察家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴2025年第三季度财报的基调（阿里26财年二季报），给《商业观察家》的感觉是：AI做估值——阿里云智能业务板块收入同比增长34%；外卖即时零售做流量——拉频次。一业绩2025年第三季度，阿里实现收入2477.95亿元，同比增长5%，剔除阿里已出售的高鑫零售、银泰百货的实体零售业务所带来的影响，该季度，阿里收入的同比增幅达到15%。其中，中国电商业务的客户管理（数字广告）收入789.27亿元...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125235628a710fb20&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) 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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>滴普科技再飙20%，上市三个交易日累涨近350%</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滴普科技再飙20%，上市三个交易日累涨近350%\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\">2025-10-31 10:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月31日，<a href=\"https://laohu8.com/S/01384\">滴普科技</a>再飙20%，上市三个交易日累涨近350%，股价站上120港元/股，总市值超390亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f9cf090bb092ab7f8d83b1f655a961c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>公开资料显示，滴普科技专注于为企业提供企业级大模型人工智能应用解决方案，助力企业大规模高效整合数据、决策及运营。凭借集团的FastData Foil数据融合平台及Deepexi企业级大模型平台两大基础设施，实现Agentic人工智能应用在企业的部署及实施。集团已经实现了在多个垂直行业的规模商业化落地，包括消费零售、制造、医疗及交通等。</p><p style=\"text-align: justify;\">截至2025年6月，滴普科技已累计服务283家企业客户，复购客户占比达33.2%，显示出较强的客户黏性。2025年上半年，公司收入同比增长118.4%至1.32亿元，其中企业级AI解决方案业务收入增长191%，毛利率也提升至55%，成长性与盈利质量同步提升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"01384":"滴普科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138930058","content_text":"10月31日，滴普科技再飙20%，上市三个交易日累涨近350%，股价站上120港元/股，总市值超390亿港元。公开资料显示，滴普科技专注于为企业提供企业级大模型人工智能应用解决方案，助力企业大规模高效整合数据、决策及运营。凭借集团的FastData 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