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不高兴的小欣

不高兴的小欣

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不高兴的小欣

11-18 19:59

$小米集团-W(01810)$ 一般般的业绩，电动车单价很高，营收增速却比上个季度下降。唯一的亮点是盈利超预期，都以为利润会下滑还可以。

不高兴的小欣

11-18 14:23

借新债还旧债反正**多

阿里巴巴：拟发行优先无担保票据用于偿还境外债务和股份回购

不高兴的小欣

11-18 14:15

这种无意义的文章总登出来干什么？

美团(03690.HK)冀成本港首批营运无人机航线企业研先进驻科学园及数码港

不高兴的小欣

11-16

全写错了

阿里巴巴第二财季营收2365亿元同比增长5%，经调净利润365亿元

不高兴的小欣

11-15

因为百度变不深……

OpenAI变深，百度变宽

不高兴的小欣

11-15

$京东集团-SW(09618)$ 一场火灾烧光了京东

不高兴的小欣

11-15

为什么分析师工资这么好挣胡说就能赚钱？

美团：经营利润增长强劲目标价上调

不高兴的小欣

11-15

为什么历史性扭亏不涨？

哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈

不高兴的小欣

11-14

$网易(NTES)$ 什么情况？看不懂

不高兴的小欣

11-14

$美团-W(03690)$ 一地鸡毛，不过也不是一次两次了，喜闻乐见，司空见惯，习以为常

不高兴的小欣

11-12

$恒生科技指数(HSTECH)$ 现在可好，大盘都让美团拉下来了

不高兴的小欣

11-12

$恒生科技指数(HSTECH)$ 建议剔除美团，美团一个股占了60%跌幅，今天大盘仅仅跌了0.7%，美团一个个股就拉下来两个点

不高兴的小欣

11-12

$美团-W(03690)$ 三天暴跌17%

不高兴的小欣

11-12

$美团-W(03690)$ 三天暴跌14.7%

不高兴的小欣

11-11

在中国谁敢管爱尔兰公司啊，老板新加坡....

拼多多的快团团提现难，团长资金安全谁来守护？

不高兴的小欣

11-09

$美团ADR(MPNGY)$ 创除10月8日外，300天最大单日跌幅

不高兴的小欣

11-08

谁买中概啊，这几年买别的可以说闭眼睛买都比中国强

不高兴的小欣

11-08

$美团-W(03690)$ 小米翻多少倍了，携程历史新高了，腾讯也在历史分位60%，再看看抖音估值都1.5个腾讯了，网易这种平淡股，最近出这么大事，也在高点60%分位，更不用说拼多多，美团不仅远弱于大部分互联网大厂，甚至连恒科大盘也不如。为什么一堆人吹来吹去？殊不知大陆港股通持仓已经从18%降到了10%。散户远离美团。往好了说就跟大盘，坏了无底线，明显收益风险不成比例。

不高兴的小欣

11-08

躺着挣钱挣了几十年，国家要杀丁家猪了，养了几十年了。

传网易游戏多名高管陷贪腐风波被带走调查

不高兴的小欣

11-04

$京东集团-SW(09618)$ 一家拆分的企业，估值分着算，股价不跌，凭空创造钱

去老虎APP查看更多动态

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08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月18日，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>在港交所公告，拟同步发行以美元计价的优先无担保票据和以人民币计价的优先无担保票据。票据的本金金额、利率、到期日及其他条款将在发行定价时确定。募集资金净额用于一般公司用途，包括偿还境外债务和股份回购。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3d625c00c453f7d8e4ac322cb5e2f19\" title=\"\" tg-width=\"733\" tg-height=\"757\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4585":"ETF&股票定投概念","BK4554":"元宇宙及AR概念","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4531":"中概回港概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 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ACC","LU1046421795.USD":"富达环球科技A-ACC","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195541250","content_text":"11月18日，阿里巴巴-W在港交所公告，拟同步发行以美元计价的优先无担保票据和以人民币计价的优先无担保票据。票据的本金金额、利率、到期日及其他条款将在发行定价时确定。募集资金净额用于一般公司用途，包括偿还境外债务和股份回购。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372332291289360,"gmtCreate":1731910546299,"gmtModify":1731910548216,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"这种无意义的文章总登出来干什么？","listText":"这种无意义的文章总登出来干什么？","text":"这种无意义的文章总登出来干什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372332291289360","repostId":"2484669898","repostType":2,"repost":{"id":"2484669898","pubTimestamp":1731898680,"share":"https://www.laohu8.com/m/news/2484669898?lang=&edition=full","pubTime":"2024-11-18 10:58","market":"hk","language":"zh","title":"美团(03690.HK)冀成本港首批营运无人机航线企业  研先进驻科学园及数码港","url":"https://stock-news.laohu8.com/highlight/detail?id=2484669898","media":"阿斯达克财经","summary":"综合媒体报道，对于港府早前指科技园公司及数码港的园区比较适合作为无人机的起落点，美团-W无人机公共事务负责人闫琰表示，正积极留意相关“监管沙盒”试点项目，期望美团可成为首批在香港营运无人机航线的企业，认为可先进驻科学园公司及数码港园区，并已作初步讨论，据悉科技园公司及数码港亦欢迎美团进驻。截至今年9月底止，美团在深圳共营运约40条无人机航线。","content":"<html><body><div> <span> <p>综合媒体报道，对于港府早前指科技园公司及数码港的园区比较适合作为无人机的起落点，<a href=\"https://laohu8.com/S/03690\">美团-W</a>(03690.HK)<span> </span>无人机公共事务负责人闫琰表示，正积极留意相关“监管沙盒”试点项目，期望美团可成为首批在香港营运无人机航线的企业，认为可先进驻科学园公司及数码港园区，并已作初步讨论，据悉科技园公司及数码港亦欢迎美团进驻。<br/>她期望，长远可将无人机航线开拓至人口较为绸密的地区，如中环或观塘。而集团旗下KeeTa在港发展已逾一年，累积不少实际配送场景经验及数据，相信有助未来无人机来港运作。<br/><br/>目前，美团在北京、上海、广州及深圳设有无人机的航线运送外卖，并以深圳为核心。截至今年9月底止，美团在深圳共营运约40条无人机航线。闫琰称，该40条航线当中，约一半是在今年开设。目前在深圳的无人机航线，共覆盖10个商圈。观乎深圳城市的楼宇密度不亚于香港，因此有足够信心在香港发展无人机配送服务。<br/><span></span><br/>对于恶劣天气渐趋频繁，闫琰指美团已设有导航系统，即使出现干扰，亦可透过数据导航来维持飞行任务。目前透过无人机配送外卖，平均需时15至20分钟，较由人手配送的30至40分钟，省回一半时间。另强调无人机不会取代人手配送，相信无人机运输将会制造新职位，如无人机的维修人员。<br/>此外，她指美团无人机配送服务主要集中于前期开发，仍处亏损状态，但自2021年开始利用无人机配送外卖以来的每年成本下降幅度高达50%。<br/><span><span>相关内容</span><span>《大行》里昂升美团(03690.HK)目标价至225元  上调盈测</span></span><br/>另外，闫琰认为中东的技术场景对美团十分有利，将探索在中东国家落地的可能性。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-15 16:25。)</p><div></div>AASTOCKS新闻 </span> </div></body></html>","source":"aastocks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1397345/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>综合媒体报道，对于港府早前指科技园公司及数码港的园区比较适合作为无人机的起落点，美团-W(03690.HK) 无人机公共事务负责人闫琰表示，正积极留意相关“监管沙盒”试点项目，期望美团可成为首批在香港营运无人机航线的企业，认为可先进驻科学园公司及数码港园区，并已作初步讨论，据悉科技园公司及数码港亦欢迎美团进驻。她期望，长远可将无人机航线开拓至人口较为绸密的地区，如中环或观塘。而集团旗下KeeTa在...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1397345/latest-news/AAFN\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240919121041445_s.jpg","relate_stocks":{"LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","SG9999002562.SGD":"LionGlobal Asia Pacific 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SGD"},"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1397345/latest-news/AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484669898","content_text":"综合媒体报道，对于港府早前指科技园公司及数码港的园区比较适合作为无人机的起落点，美团-W(03690.HK) 无人机公共事务负责人闫琰表示，正积极留意相关“监管沙盒”试点项目，期望美团可成为首批在香港营运无人机航线的企业，认为可先进驻科学园公司及数码港园区，并已作初步讨论，据悉科技园公司及数码港亦欢迎美团进驻。她期望，长远可将无人机航线开拓至人口较为绸密的地区，如中环或观塘。而集团旗下KeeTa在港发展已逾一年，累积不少实际配送场景经验及数据，相信有助未来无人机来港运作。目前，美团在北京、上海、广州及深圳设有无人机的航线运送外卖，并以深圳为核心。截至今年9月底止，美团在深圳共营运约40条无人机航线。闫琰称，该40条航线当中，约一半是在今年开设。目前在深圳的无人机航线，共覆盖10个商圈。观乎深圳城市的楼宇密度不亚于香港，因此有足够信心在香港发展无人机配送服务。对于恶劣天气渐趋频繁，闫琰指美团已设有导航系统，即使出现干扰，亦可透过数据导航来维持飞行任务。目前透过无人机配送外卖，平均需时15至20分钟，较由人手配送的30至40分钟，省回一半时间。另强调无人机不会取代人手配送，相信无人机运输将会制造新职位，如无人机的维修人员。此外，她指美团无人机配送服务主要集中于前期开发，仍处亏损状态，但自2021年开始利用无人机配送外卖以来的每年成本下降幅度高达50%。相关内容《大行》里昂升美团(03690.HK)目标价至225元  上调盈测另外，闫琰认为中东的技术场景对美团十分有利，将探索在中东国家落地的可能性。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-15 16:25。)AASTOCKS新闻","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371297002098992,"gmtCreate":1731688337509,"gmtModify":1731688339506,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"全写错了","listText":"全写错了","text":"全写错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371297002098992","repostId":"1131139849","repostType":2,"repost":{"id":"1131139849","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":1731670283,"share":"https://www.laohu8.com/m/news/1131139849?lang=&edition=full","pubTime":"2024-11-15 19:31","market":"us","language":"zh","title":"阿里巴巴第二财季营收2365亿元同比增长5%，经调净利润365亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1131139849","media":"老虎资讯综合","summary":"调整后每ADS收益15.06元人民币。","content":"<html><head></head><body><p>阿里巴巴2025财年第二财季营收2,365.03亿元人民币，预估2,394.3亿元，上年同期2247.9亿元。</p><p>第二财季净利润435.47亿元，同比增长63%。</p><p>第二财季归属于普通股股东的净利润438.74亿元，同比增长58%。</p><p>第二财季调整后净利润365.18亿元，同比下滑9%，预估356.2亿元。</p><p>第二财季调整后EBITDA 473.3亿元，预估468.9亿元。</p><p style=\"text-align: start;\">第二财季调整后每ADS收益15.06元，预估14.93元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8664afed2561a74c78764ef3f1f52e9c\" title=\"\" tg-width=\"741\" tg-height=\"501\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3884e3e586e60d56d541e37950a7c92\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>7-9月，淘天订单量同比双位数增长驱动线上GMV增长，88VIP会员数持续双位数增长至4600万。今年双11期间，淘宝天猫GMV实现强劲增长，买家数量创历史新高。</p><p>（注：阿里巴巴财年与自然年不同步，从每年的4月1日开始，至第二年的3月31日结束）</p><p><strong>业务分项</strong></p><p style=\"text-align: start;\">淘宝、天猫集团营收989.94亿元（约合141.07亿美元），同比增长1%。　</p><p style=\"text-align: start;\">云智能集团的营收为296.10亿元（约合42.19亿美元），同比增长7%。</p><p style=\"text-align: start;\">国际数字商业集团营收为316.72亿元（约合45.13亿美元），同比增长29%。</p><p style=\"text-align: start;\">菜鸟集团的营收为246.47亿元（约合35.12亿美元），同比增长8%。</p><p>本地生活集团收入177.25 亿元（25.26 亿美元），同比增长 14%。</p><p style=\"text-align: start;\">大文娱集团的营收为56.94亿元（约合8.11亿美元），同比下滑1%。</p><p style=\"text-align: start;\">蚂蚁集团季度净利润同比增长192.9%，达到75.9亿元。</p><p>截至发稿，阿里巴巴美股盘前股价直线拉升，涨逾4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e96b5c289bde25e8e1bc2fe458f969b\" title=\"\" tg-width=\"991\" tg-height=\"644\"/></p><p style=\"text-align: start;\"><strong>股票回购</strong></p><p style=\"text-align: start;\">在截至2024年9月30日的第二财季，阿里巴巴共回购了4.14亿股普通股（相当于5200万股美国存托股），总计41亿美元。截至2024年9月30日，阿里巴巴有186.2亿股普通股（相当于23.27亿股美国存托股）在外流通，与2024年6月30日相比净减少4.05亿股普通股，在计入员工持股计划下发行的股份后，已发行股份净减少2.1%。截至2024年9月30日，董事会授权的股票回购计划（有效期至2027年3月）的剩余金额为220亿美元。</p><p><strong>高管解读</strong></p><p>阿里巴巴集团CEO吴泳铭表示，“本季度，淘天业务持续对用户体验进行投入，丰富产品供给，以更好服务消费者。我们与科技同业建立长期合作，拓展淘宝和天猫平台上的支付和物流服务，预期对平台整体带来显著增量效应。”</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>阿里巴巴第二财季营收2365亿元同比增长5%，经调净利润365亿元</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{ 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; }\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阿里巴巴第二财季营收2365亿元同比增长5%，经调净利润365亿元\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\">2024-11-15 19:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿里巴巴2025财年第二财季营收2,365.03亿元人民币，预估2,394.3亿元，上年同期2247.9亿元。</p><p>第二财季净利润435.47亿元，同比增长63%。</p><p>第二财季归属于普通股股东的净利润438.74亿元，同比增长58%。</p><p>第二财季调整后净利润365.18亿元，同比下滑9%，预估356.2亿元。</p><p>第二财季调整后EBITDA 473.3亿元，预估468.9亿元。</p><p style=\"text-align: start;\">第二财季调整后每ADS收益15.06元，预估14.93元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8664afed2561a74c78764ef3f1f52e9c\" title=\"\" tg-width=\"741\" tg-height=\"501\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3884e3e586e60d56d541e37950a7c92\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>7-9月，淘天订单量同比双位数增长驱动线上GMV增长，88VIP会员数持续双位数增长至4600万。今年双11期间，淘宝天猫GMV实现强劲增长，买家数量创历史新高。</p><p>（注：阿里巴巴财年与自然年不同步，从每年的4月1日开始，至第二年的3月31日结束）</p><p><strong>业务分项</strong></p><p style=\"text-align: start;\">淘宝、天猫集团营收989.94亿元（约合141.07亿美元），同比增长1%。　</p><p style=\"text-align: start;\">云智能集团的营收为296.10亿元（约合42.19亿美元），同比增长7%。</p><p style=\"text-align: start;\">国际数字商业集团营收为316.72亿元（约合45.13亿美元），同比增长29%。</p><p style=\"text-align: start;\">菜鸟集团的营收为246.47亿元（约合35.12亿美元），同比增长8%。</p><p>本地生活集团收入177.25 亿元（25.26 亿美元），同比增长 14%。</p><p style=\"text-align: start;\">大文娱集团的营收为56.94亿元（约合8.11亿美元），同比下滑1%。</p><p style=\"text-align: start;\">蚂蚁集团季度净利润同比增长192.9%，达到75.9亿元。</p><p>截至发稿，阿里巴巴美股盘前股价直线拉升，涨逾4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e96b5c289bde25e8e1bc2fe458f969b\" title=\"\" tg-width=\"991\" tg-height=\"644\"/></p><p style=\"text-align: start;\"><strong>股票回购</strong></p><p style=\"text-align: start;\">在截至2024年9月30日的第二财季，阿里巴巴共回购了4.14亿股普通股（相当于5200万股美国存托股），总计41亿美元。截至2024年9月30日，阿里巴巴有186.2亿股普通股（相当于23.27亿股美国存托股）在外流通，与2024年6月30日相比净减少4.05亿股普通股，在计入员工持股计划下发行的股份后，已发行股份净减少2.1%。截至2024年9月30日，董事会授权的股票回购计划（有效期至2027年3月）的剩余金额为220亿美元。</p><p><strong>高管解读</strong></p><p>阿里巴巴集团CEO吴泳铭表示，“本季度，淘天业务持续对用户体验进行投入，丰富产品供给，以更好服务消费者。我们与科技同业建立长期合作，拓展淘宝和天猫平台上的支付和物流服务，预期对平台整体带来显著增量效应。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131139849","content_text":"阿里巴巴2025财年第二财季营收2,365.03亿元人民币，预估2,394.3亿元，上年同期2247.9亿元。第二财季净利润435.47亿元，同比增长63%。第二财季归属于普通股股东的净利润438.74亿元，同比增长58%。第二财季调整后净利润365.18亿元，同比下滑9%，预估356.2亿元。第二财季调整后EBITDA 473.3亿元，预估468.9亿元。第二财季调整后每ADS收益15.06元，预估14.93元。7-9月，淘天订单量同比双位数增长驱动线上GMV增长，88VIP会员数持续双位数增长至4600万。今年双11期间，淘宝天猫GMV实现强劲增长，买家数量创历史新高。（注：阿里巴巴财年与自然年不同步，从每年的4月1日开始，至第二年的3月31日结束）业务分项淘宝、天猫集团营收989.94亿元（约合141.07亿美元），同比增长1%。　云智能集团的营收为296.10亿元（约合42.19亿美元），同比增长7%。国际数字商业集团营收为316.72亿元（约合45.13亿美元），同比增长29%。菜鸟集团的营收为246.47亿元（约合35.12亿美元），同比增长8%。本地生活集团收入177.25 亿元（25.26 亿美元），同比增长 14%。大文娱集团的营收为56.94亿元（约合8.11亿美元），同比下滑1%。蚂蚁集团季度净利润同比增长192.9%，达到75.9亿元。截至发稿，阿里巴巴美股盘前股价直线拉升，涨逾4%。股票回购在截至2024年9月30日的第二财季，阿里巴巴共回购了4.14亿股普通股（相当于5200万股美国存托股），总计41亿美元。截至2024年9月30日，阿里巴巴有186.2亿股普通股（相当于23.27亿股美国存托股）在外流通，与2024年6月30日相比净减少4.05亿股普通股，在计入员工持股计划下发行的股份后，已发行股份净减少2.1%。截至2024年9月30日，董事会授权的股票回购计划（有效期至2027年3月）的剩余金额为220亿美元。高管解读阿里巴巴集团CEO吴泳铭表示，“本季度，淘天业务持续对用户体验进行投入，丰富产品供给，以更好服务消费者。我们与科技同业建立长期合作，拓展淘宝和天猫平台上的支付和物流服务，预期对平台整体带来显著增量效应。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371354945622224,"gmtCreate":1731671973755,"gmtModify":1731671975974,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"因为百度变不深……","listText":"因为百度变不深……","text":"因为百度变不深……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371354945622224","repostId":"2483872260","repostType":2,"repost":{"id":"2483872260","pubTimestamp":1731588497,"share":"https://www.laohu8.com/m/news/2483872260?lang=&edition=full","pubTime":"2024-11-14 20:48","market":"us","language":"zh","title":"OpenAI变深，百度变宽","url":"https://stock-news.laohu8.com/highlight/detail?id=2483872260","media":"字母榜","summary":"距离ChatGPT发布整整两年后，中美两地的大模型代表厂商，仍在完善模型产品功能和使用体验上不断发力：11月初，OpenAI在ChatGPT中上线了AI搜索；11月中旬，百度则推出了一系列智能体应用，尝试构建AI应用生态。共识在于，无论OpenAI还是百度，都在致力于进一步消除幻觉，并努力提升商业化能力。OpenAI的AI搜索功能一经上线，就被众多一线用户发现其搜索结果依然难逃幻觉困境。强如OpenAI，也选择了在今年3月份，关停仅运营两个月的智能体应用商店GPT Store。","content":"<html><body><p>距离ChatGPT发布整整两年后，<strong>中美两地的大模型代表厂商，仍在完善模型产品功能和使用体验上不断发力：</strong>11月初，OpenAI在ChatGPT中上线了AI搜索；11月中旬，<a href=\"https://laohu8.com/S/BIDU\">百度</a>则推出了一系列<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体应用，尝试构建AI应用生态。</p><p>行业领头羊的不同思考，得以让外界一窥它们在大模型领域的共识和分歧。</p><p><strong>共识在于，无论OpenAI还是百度，都在致力于进一步消除幻觉，并努力提升商业化能力。</strong>百度创始人李彦宏甚至发出了“过去24个月，AI行业的最大变化是大模型基本消除了幻觉”的感慨。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_46/404E4179347A0528AD11EB28BE50792E07DDB323_size386_w830_h554.png\"/></p><p>但放在当下节点，两家公司对大模型应用的探索，更值得行业审视和思考。</p><p>OpenAI的AI搜索功能一经上线，就被众多一线用户发现其搜索结果依然难逃幻觉困境。如何将大模型带出幻觉陷阱？</p><p>作为老牌搜索巨头的百度，带来了自己的新答案：借助RAG（Retrieval-augmented Generation）解决了文字幻觉后，百度又盯上了图像幻觉，并为后者量身打造了一项独门秘术——iRAG（检索增强文生图技术，image based RAG），将百度搜索的亿级图片资源跟强大的基础模型能力相结合，以此来确保生成的图片更加真实，贴近自然。</p><p>更重要的是，<strong>唯有解决了大模型的幻觉问题，才能让更多人愿意并敢于用大模型技术。</strong>智能体，则成了百度撬动更多普通用户触及大模型技术的重磅应用方向。</p><p>相比OpenAI希望通过搜索持续增强自身变现能力，加码智能体的百度，不仅自己赚钱，还想让人人都能赚到钱，继续构筑AI应用生态，“我们不是要推出一个‘超级应用’，而是要不断地帮助更多人、更多企业打造出数以百万‘超级有用’的应用。”李彦宏说道。</p><p>尽管全球几乎所有大模型玩家都在关注智能体，但正如李彦宏所言，像百度这样把智能体作为最重要战略方向的公司并不多。强如OpenAI，也选择了在今年3月份，关停仅运营两个月的智能体应用商店GPT Store。</p><p>在ChatGPT推出两年来，时间曾屡次证明李彦宏的部分非共识，逐一衍化为了行业新共识，如对检索增强的率先重视、卷应用的倡议等。</p><p>这一次，高喊智能体会是AI应用最主流形态等非共识论断的李彦宏，还能再次成功吗？</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_46/9C0929D5707DFA0F7A2CBC2B9605B22419B476F7_size7_w681_h681.png\"/></p><p>经过两年发展的大模型领域，正在转换出一套新的评判标准：对大模型厂商的综合实力打分，不再仅仅围绕它出了多少论文、刷了多少排行榜，更加开始看重它是否能获得规模化收入，何时能摸到盈利的门槛。</p><p>“也许不是最便宜的赢得商战，而是最能落地的赢得利润。”在今年上半年百度等一众大模型厂商纷纷启动大模型“价格战”之际，Lepton AI 创始人兼 CEO贾扬清便给出了自己的见解。在贾扬清看来，“降价是个拍脑袋就可以做的简单策略，但是真正的To B商业成功更难。”</p><p><strong>为了加速商业化落地步伐，OpenAI选择了上马AI搜索，扩展新的付费渠道。百度则选择了平台生态策略：提供平台工具，搭建智能体生态，让智能体开发人人可用，人人都能赚到钱。</strong></p><p>百度世界2024大会上，李彦宏对外展示了四大智能体应用——公司类智能体、角色类智能体、工具类智能体、行业类智能体。</p><p>公司类智能体，就相当于AI时代的公司官网：传统官网具有的公司介绍、产品图片和参数展示、线下门店位置等能力，公司类智能体有；传统网站没有的主动推荐、及时响应和服务能力，公司智能体也有。</p><p>角色类智能体，则是一改往日数字人声音、肢体动作、口型机械、呆板的短板，开始变得更加高度拟人化，简单来说就是更像真人了。</p><p>工具类智能体方面，李彦宏着重介绍了百度文库与百度网盘联合发布的“自由画布”，在充分运用文库与网盘的融合优势基础上，全面打通过去公域与私域资料的限制，实现输入、编辑、创作、分享自由。</p><p>行业类智能体方面，目前已经在法律、医疗健康、金融、体育、旅行等诸多领域落地。作为法律行业的智能体的法行宝，上线半年多以来，已累计免费服务940万人。</p><p><strong>为了真正做到让人人都能开发智能体，大会上，李彦宏还带来了One More Thing时刻——对外展示了大模型技术落地的无代码产品秒哒，</strong>号称是一个不需要写代码就能够实现任意想法的软件，被李彦宏称之为“迄今为止人类历史上最复杂的多智能体协作工具”。</p><p><strong>智能体完成大模型从“言”到“行”能力突破的背后，离不开其基础大模型能力的迭代进步。</strong></p><p>具体到百度自身，早在2019年，百度就推出了1亿参数规模的文心大模型1.0版本，随后又在2.0版本升级至10亿参数，ChatGPT发布后不久，百度就抢先推出了3.0版本，并在去年10月迭代到4.0版本。</p><p>近日，沙利文发布报告《2024年全球AI生态全景概览》，在全球AI生态全景中，百度与<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、OpenAI位于AI-Native Giant同一象限。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_46/F9EE3D355ED49136B613816D7283A9CF3EE9426E_size230_w732_h895.png\"/></p><p>在被问及百度为何能以如此快的速度发布大模型时，李彦宏曾回答道，“是因为我们准备得更加充足、工程师非常努力，我们一直在朝着这个方向努力。长期的信念，让我们为这样的颠覆性创新做好了准备。”</p><p>能够持续推动技术迭代的另一助力，则来自百度多年来对全球AI人才的招揽，包括吴恩达、Dario Amodei、Jim Fan等一批行业大牛。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_46/EA59C7BAF6B1228D467A79D74E7A520C0AC3BDAF_size655_w1080_h1080.png\"/></p><p>作为前百度首席科学家，吴恩达在百度期间带领百度人工智能团队增长至1300多人，帮助百度培养出大量AI人才。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_46/C1B90C251D5C21CB2B7EF5BA436B08F379A368B1_size6_w681_h681.png\"/></p><p>但技术迭代和顶尖人才招募背后都需要真金白银打底，这都迫使身处大模型领域的厂商，必须尽快走向商业化。</p><p><strong>那些实力不济的大模型玩家，在这场烧钱游戏中，或者被淘汰出局，或者被大厂收编。</strong>波形智能卖身OPPO的案例，成了这一残酷竞争的最新注脚。更早之前，明星创企Inflection、Character.AI、AI Agent独角兽企业Adept，纷纷迎来被大公司变相收购的命运。</p><p>商业化手段有限，叠加大模型训练和推理费用高昂，入不敷出的国内部分头部大模型玩家，此前甚至被传出退出预训练的消息。即便不想放弃预训练，一些大模型玩家也开始转变策略，开始放弃在国内烧钱做To C市场的策略，转向全力发展更容易见到回头钱的ToB领域。</p><p><strong>竞争激烈的大模型赛道，或主动或被动地演变为一场超头部创企和大厂之间的比拼。</strong>尤为不容忽视的是，当其他玩家对预训练有所畏惧之时，手握资源的超头部创企和大厂，反而获得了意料之外的优势。</p><p>在近期接受一档播客节目采访时，OpenAI CEO山姆·奥特曼就提道，模型已经成为一项贬值资产是不争的事实，“但说它们不值得花那么多钱来训练，这似乎完全错了。更不用说它们有一个正向复利效应。随着你越来越擅长训练模型，你会变得更高效。至于通过模型获得的收入，我认为这足以证明投资是值得的。”</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_46/40D8664256E29BF634738D87B713943FF10FDEE4_size102_w1080_h608.jpg\"/></p><p>李彦宏此前也表露过类似的观点。在他看来，模型之间的差距是多维度的，既包括能力方面，也包括成本方面，且“未来大模型之间的差距会越来越大，领先对手6个月就赢了。”</p><p>随着大模型逐渐进入巨头游戏阶段，红杉资本在《Generative AI's Act o1: The Agentic Reasoning Era Begins》(生成式AI的o1行动：代理推理时代的开启）报告中指出，生成式人工智能产业的根基正在稳定下来。只有自造血能力充足，且资本雄厚的大玩家才能留在牌桌上。尽管市场竞争还远没结束（按博弈论来讲，甚至将越来越激烈），玩家格局却越来越清晰起来。</p><p>基于此，红杉资本预测，<strong>应用层正成为风险投资的关注焦点。</strong>类比移动互联网转型和云计算转型期间，应用层大约都有20家公司创造了超过10亿美元的收入，“我们预计AI转型期也会出现同样的情况。”</p><p>早于红杉资本预言前，当2023年3月16日，百度终于赶在所有国内厂商前面，率先发布文心一言时，李彦宏就对外首度明确，“大模型时代，真正最大的机会既不在基础服务，也不在行业服务，我觉得恰恰是在应用。”</p><p>从去年3月16日文心一言正式亮相至今，过去近600天时间内，李彦宏带领百度成为推动AI应用落地的最强有力声音，“卷模型不如卷应用”“卷应用更有价值”等言论被频频提及。</p><p>从商业化变现的角度出发，卷应用，也是更能发挥中国创业者优势的领域。这样的实践经验，已经在PC时代和移动互联网时代屡次被证实。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_46/12D89E5EC68EE6B2A9D3B9075361E3DC8DC4F496_size8_w681_h681.png\"/></p><p><strong>考</strong><strong>验和挑战再一次摆到了基础大模型厂商面前——谁能在应用生态建设上更胜一筹，谁就有望成为下一个Android。</strong></p><p>在应用生态建设上，没有移动互联网超级应用傍身的OpenAI，在今年1月上线GPT store后，很快便遭遇热度难以为继的困境。</p><p>掌握搜索这一生成式AI最重要入口的百度，则在智能体的分发和运营上占据了一定优势。</p><p>据字母榜（ID：wujicaijing）了解，<strong>百度搜索目前是智能体最大的分发入口，目前每天分发智能体数量超过1000万，并且还在快速增长。</strong></p><p>借助百度APP近7亿月活用户所带来的规模效应，百度在帮助普通人开发出智能体之外，还构筑起了一个覆盖“开发+分发+运营+变现”的商业闭环。</p><p>为了做好智能体应用的分发，百度还打通了智能体在百度搜索、小度、文小言、地图、车机等多场景、多设备的流转落地，从而在做到人人可开发的基础上，更进一步实现人人能分发、人人可获益的新目标。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_46/9DF09C58D5E96FE6BEF650DD9310D874F88FC362_size489_w831_h467.png\"/></p><p>值得一提的是，手握智能云云服务的百度，比OpenAI这类单纯的大模型公司，还可以提供更多维度的服务。目前，百度智能云千帆大模型平台帮助客户精调模型数达到3.3万个，并合计开发了77万个企业应用，有六成以上的央国企和大量的民营企业，都在联合百度智能云进行AI创新。</p><p>大会期间，百度还展示了大模型在B端的应用。</p><p>以保险行业为例，目前百度智能云基于工作流Agent探索、落地车险续保售前数字员工。过去，车险续保的工作指导包含大量流程、子流程、文档等内容，优秀销售人员稀缺，且培养周期往往长达一到两年。</p><p>基于工作流Agent开发金牌销售数字员工，则最快可以在1小时内完成、上线，大幅提升了企业车险业务的核心生产力。这样的工作流Agent可以快速集成到百度搜索、微信公众号、企业官网等业务系统中，便利触达用户。</p><p>在刚刚结束的金九银十招聘季，<a href=\"https://laohu8.com/S/ZPIN\">智联招聘</a>便联手百度，利用后者的大模型重构了人岗匹配这个核心环节，从而显著提高用人单位的招聘效率和质量。</p><p>目前，百度和智联招聘合作，已经成功沉淀出一系列提示词模板，并在数万条实际数据中得到验证，场景平均准确率高达93%。</p><p>同样不容忽视的是，AI业务还能间接拉动云厂商的营收。B端客户在使用大模型的同时，会积累大量的业务数据，并产生大量资源需求，这都有利于推动智能云（GPU）相关产品的销售。</p><p>多样化的分发场景，和更多用户的使用，除了提升云服务收入之外，更能起到帮助智能体获得数据反馈，反过来进一步推动基础模型自主调优，从而让大模型变得更智能，并使得智能体越用越聪明的效果。</p><p>一如通过RAG消除大模型幻觉，刺激更多用户使用一样，只有更聪明的智能体，才能吸引到更多的人真正使用起来。当用的人逐渐变多，李彦宏口中“智能体即将迎来爆发点”的判断，才有望越早到来。</p></body></html>","source":"fenghuang_stock","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>OpenAI变深，百度变宽</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; }\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\">\nOpenAI变深，百度变宽\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 20:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8eVaJYbTyXt><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>距离ChatGPT发布整整两年后，中美两地的大模型代表厂商，仍在完善模型产品功能和使用体验上不断发力：11月初，OpenAI在ChatGPT中上线了AI搜索；11月中旬，百度则推出了一系列智能体应用，尝试构建AI应用生态。行业领头羊的不同思考，得以让外界一窥它们在大模型领域的共识和分歧。共识在于，无论OpenAI还是百度，都在致力于进一步消除幻觉，并努力提升商业化能力。百度创始人李彦宏甚至发出了“...</p>\n\n<a href=\"https://tech.ifeng.com/c/8eVaJYbTyXt\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4552":"Archegos爆仓风波概念","BK4574":"无人驾驶","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4504":"桥水持仓","BIDU":"百度","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4588":"碎股","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4587":"ChatGPT概念","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4526":"热门中概股"},"source_url":"https://tech.ifeng.com/c/8eVaJYbTyXt","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483872260","content_text":"距离ChatGPT发布整整两年后，中美两地的大模型代表厂商，仍在完善模型产品功能和使用体验上不断发力：11月初，OpenAI在ChatGPT中上线了AI搜索；11月中旬，百度则推出了一系列智能体应用，尝试构建AI应用生态。行业领头羊的不同思考，得以让外界一窥它们在大模型领域的共识和分歧。共识在于，无论OpenAI还是百度，都在致力于进一步消除幻觉，并努力提升商业化能力。百度创始人李彦宏甚至发出了“过去24个月，AI行业的最大变化是大模型基本消除了幻觉”的感慨。但放在当下节点，两家公司对大模型应用的探索，更值得行业审视和思考。OpenAI的AI搜索功能一经上线，就被众多一线用户发现其搜索结果依然难逃幻觉困境。如何将大模型带出幻觉陷阱？作为老牌搜索巨头的百度，带来了自己的新答案：借助RAG（Retrieval-augmented Generation）解决了文字幻觉后，百度又盯上了图像幻觉，并为后者量身打造了一项独门秘术——iRAG（检索增强文生图技术，image based RAG），将百度搜索的亿级图片资源跟强大的基础模型能力相结合，以此来确保生成的图片更加真实，贴近自然。更重要的是，唯有解决了大模型的幻觉问题，才能让更多人愿意并敢于用大模型技术。智能体，则成了百度撬动更多普通用户触及大模型技术的重磅应用方向。相比OpenAI希望通过搜索持续增强自身变现能力，加码智能体的百度，不仅自己赚钱，还想让人人都能赚到钱，继续构筑AI应用生态，“我们不是要推出一个‘超级应用’，而是要不断地帮助更多人、更多企业打造出数以百万‘超级有用’的应用。”李彦宏说道。尽管全球几乎所有大模型玩家都在关注智能体，但正如李彦宏所言，像百度这样把智能体作为最重要战略方向的公司并不多。强如OpenAI，也选择了在今年3月份，关停仅运营两个月的智能体应用商店GPT Store。在ChatGPT推出两年来，时间曾屡次证明李彦宏的部分非共识，逐一衍化为了行业新共识，如对检索增强的率先重视、卷应用的倡议等。这一次，高喊智能体会是AI应用最主流形态等非共识论断的李彦宏，还能再次成功吗？经过两年发展的大模型领域，正在转换出一套新的评判标准：对大模型厂商的综合实力打分，不再仅仅围绕它出了多少论文、刷了多少排行榜，更加开始看重它是否能获得规模化收入，何时能摸到盈利的门槛。“也许不是最便宜的赢得商战，而是最能落地的赢得利润。”在今年上半年百度等一众大模型厂商纷纷启动大模型“价格战”之际，Lepton AI 创始人兼 CEO贾扬清便给出了自己的见解。在贾扬清看来，“降价是个拍脑袋就可以做的简单策略，但是真正的To B商业成功更难。”为了加速商业化落地步伐，OpenAI选择了上马AI搜索，扩展新的付费渠道。百度则选择了平台生态策略：提供平台工具，搭建智能体生态，让智能体开发人人可用，人人都能赚到钱。百度世界2024大会上，李彦宏对外展示了四大智能体应用——公司类智能体、角色类智能体、工具类智能体、行业类智能体。公司类智能体，就相当于AI时代的公司官网：传统官网具有的公司介绍、产品图片和参数展示、线下门店位置等能力，公司类智能体有；传统网站没有的主动推荐、及时响应和服务能力，公司智能体也有。角色类智能体，则是一改往日数字人声音、肢体动作、口型机械、呆板的短板，开始变得更加高度拟人化，简单来说就是更像真人了。工具类智能体方面，李彦宏着重介绍了百度文库与百度网盘联合发布的“自由画布”，在充分运用文库与网盘的融合优势基础上，全面打通过去公域与私域资料的限制，实现输入、编辑、创作、分享自由。行业类智能体方面，目前已经在法律、医疗健康、金融、体育、旅行等诸多领域落地。作为法律行业的智能体的法行宝，上线半年多以来，已累计免费服务940万人。为了真正做到让人人都能开发智能体，大会上，李彦宏还带来了One More Thing时刻——对外展示了大模型技术落地的无代码产品秒哒，号称是一个不需要写代码就能够实现任意想法的软件，被李彦宏称之为“迄今为止人类历史上最复杂的多智能体协作工具”。智能体完成大模型从“言”到“行”能力突破的背后，离不开其基础大模型能力的迭代进步。具体到百度自身，早在2019年，百度就推出了1亿参数规模的文心大模型1.0版本，随后又在2.0版本升级至10亿参数，ChatGPT发布后不久，百度就抢先推出了3.0版本，并在去年10月迭代到4.0版本。近日，沙利文发布报告《2024年全球AI生态全景概览》，在全球AI生态全景中，百度与谷歌、OpenAI位于AI-Native Giant同一象限。在被问及百度为何能以如此快的速度发布大模型时，李彦宏曾回答道，“是因为我们准备得更加充足、工程师非常努力，我们一直在朝着这个方向努力。长期的信念，让我们为这样的颠覆性创新做好了准备。”能够持续推动技术迭代的另一助力，则来自百度多年来对全球AI人才的招揽，包括吴恩达、Dario Amodei、Jim Fan等一批行业大牛。作为前百度首席科学家，吴恩达在百度期间带领百度人工智能团队增长至1300多人，帮助百度培养出大量AI人才。但技术迭代和顶尖人才招募背后都需要真金白银打底，这都迫使身处大模型领域的厂商，必须尽快走向商业化。那些实力不济的大模型玩家，在这场烧钱游戏中，或者被淘汰出局，或者被大厂收编。波形智能卖身OPPO的案例，成了这一残酷竞争的最新注脚。更早之前，明星创企Inflection、Character.AI、AI Agent独角兽企业Adept，纷纷迎来被大公司变相收购的命运。商业化手段有限，叠加大模型训练和推理费用高昂，入不敷出的国内部分头部大模型玩家，此前甚至被传出退出预训练的消息。即便不想放弃预训练，一些大模型玩家也开始转变策略，开始放弃在国内烧钱做To C市场的策略，转向全力发展更容易见到回头钱的ToB领域。竞争激烈的大模型赛道，或主动或被动地演变为一场超头部创企和大厂之间的比拼。尤为不容忽视的是，当其他玩家对预训练有所畏惧之时，手握资源的超头部创企和大厂，反而获得了意料之外的优势。在近期接受一档播客节目采访时，OpenAI CEO山姆·奥特曼就提道，模型已经成为一项贬值资产是不争的事实，“但说它们不值得花那么多钱来训练，这似乎完全错了。更不用说它们有一个正向复利效应。随着你越来越擅长训练模型，你会变得更高效。至于通过模型获得的收入，我认为这足以证明投资是值得的。”李彦宏此前也表露过类似的观点。在他看来，模型之间的差距是多维度的，既包括能力方面，也包括成本方面，且“未来大模型之间的差距会越来越大，领先对手6个月就赢了。”随着大模型逐渐进入巨头游戏阶段，红杉资本在《Generative AI's Act o1: The Agentic Reasoning Era Begins》(生成式AI的o1行动：代理推理时代的开启）报告中指出，生成式人工智能产业的根基正在稳定下来。只有自造血能力充足，且资本雄厚的大玩家才能留在牌桌上。尽管市场竞争还远没结束（按博弈论来讲，甚至将越来越激烈），玩家格局却越来越清晰起来。基于此，红杉资本预测，应用层正成为风险投资的关注焦点。类比移动互联网转型和云计算转型期间，应用层大约都有20家公司创造了超过10亿美元的收入，“我们预计AI转型期也会出现同样的情况。”早于红杉资本预言前，当2023年3月16日，百度终于赶在所有国内厂商前面，率先发布文心一言时，李彦宏就对外首度明确，“大模型时代，真正最大的机会既不在基础服务，也不在行业服务，我觉得恰恰是在应用。”从去年3月16日文心一言正式亮相至今，过去近600天时间内，李彦宏带领百度成为推动AI应用落地的最强有力声音，“卷模型不如卷应用”“卷应用更有价值”等言论被频频提及。从商业化变现的角度出发，卷应用，也是更能发挥中国创业者优势的领域。这样的实践经验，已经在PC时代和移动互联网时代屡次被证实。考验和挑战再一次摆到了基础大模型厂商面前——谁能在应用生态建设上更胜一筹，谁就有望成为下一个Android。在应用生态建设上，没有移动互联网超级应用傍身的OpenAI，在今年1月上线GPT store后，很快便遭遇热度难以为继的困境。掌握搜索这一生成式AI最重要入口的百度，则在智能体的分发和运营上占据了一定优势。据字母榜（ID：wujicaijing）了解，百度搜索目前是智能体最大的分发入口，目前每天分发智能体数量超过1000万，并且还在快速增长。借助百度APP近7亿月活用户所带来的规模效应，百度在帮助普通人开发出智能体之外，还构筑起了一个覆盖“开发+分发+运营+变现”的商业闭环。为了做好智能体应用的分发，百度还打通了智能体在百度搜索、小度、文小言、地图、车机等多场景、多设备的流转落地，从而在做到人人可开发的基础上，更进一步实现人人能分发、人人可获益的新目标。值得一提的是，手握智能云云服务的百度，比OpenAI这类单纯的大模型公司，还可以提供更多维度的服务。目前，百度智能云千帆大模型平台帮助客户精调模型数达到3.3万个，并合计开发了77万个企业应用，有六成以上的央国企和大量的民营企业，都在联合百度智能云进行AI创新。大会期间，百度还展示了大模型在B端的应用。以保险行业为例，目前百度智能云基于工作流Agent探索、落地车险续保售前数字员工。过去，车险续保的工作指导包含大量流程、子流程、文档等内容，优秀销售人员稀缺，且培养周期往往长达一到两年。基于工作流Agent开发金牌销售数字员工，则最快可以在1小时内完成、上线，大幅提升了企业车险业务的核心生产力。这样的工作流Agent可以快速集成到百度搜索、微信公众号、企业官网等业务系统中，便利触达用户。在刚刚结束的金九银十招聘季，智联招聘便联手百度，利用后者的大模型重构了人岗匹配这个核心环节，从而显著提高用人单位的招聘效率和质量。目前，百度和智联招聘合作，已经成功沉淀出一系列提示词模板，并在数万条实际数据中得到验证，场景平均准确率高达93%。同样不容忽视的是，AI业务还能间接拉动云厂商的营收。B端客户在使用大模型的同时，会积累大量的业务数据，并产生大量资源需求，这都有利于推动智能云（GPU）相关产品的销售。多样化的分发场景，和更多用户的使用，除了提升云服务收入之外，更能起到帮助智能体获得数据反馈，反过来进一步推动基础模型自主调优，从而让大模型变得更智能，并使得智能体越用越聪明的效果。一如通过RAG消除大模型幻觉，刺激更多用户使用一样，只有更聪明的智能体，才能吸引到更多的人真正使用起来。当用的人逐渐变多，李彦宏口中“智能体即将迎来爆发点”的判断，才有望越早到来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371292784771144,"gmtCreate":1731656681977,"gmtModify":1731657539655,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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目标价上调","url":"https://stock-news.laohu8.com/highlight/detail?id=2483507879","media":"和讯网","summary":"摩根士丹利发表报告指出，美团是其所覆盖的中国互联网股票中经营利润年复合增长最快的公司，维持“增持”评级及目标价 215 港元，并上调明年最牛情境目标价至 300 港元。大摩称，美团以 2024 至 2026 年平均经营业绩复合年增长率 36%逆重力而上。该行认为，中国的 3D 之旅在最近政策转向后仍崎岖不平。大摩认为美团在疲软情况下仍具增长优势，明年较有机会偏向 300 港元的最牛目标价。","content":"<html><body><article><p><strong>【11 月 14 日，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称美团经营利润年复合增长最快】</strong>摩根士丹利发表报告指出，美团是其所覆盖的中国互联网股票中经营利润年复合增长最快的公司，维持“增持”评级及目标价 215 港元，并上调明年最牛情境目标价至 300 港元。大摩称，美团以 2024 至 2026 年平均经营业绩复合年增长率 36%逆重力而上。在基本情境下，美团在中国互联网覆盖中最快，公司抓住 2 万亿零售机会，到 2030 年经营利润增量为 200 亿元，相当于 2024 年外卖业务经营利润的 67%。该行认为，中国的 3D 之旅（债务、人口结构和<span>通货紧缩</span>）在最近政策转向后仍崎岖不平。基于消费复苏不确定性，推出牛熊框架在不同政策驱动情景，对 2025 至 2026 年进行盈利假设。大摩认为美团在疲软情况下仍具增长优势，明年较有机会偏向 300 港元的最牛目标价。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114200832a2377e7a&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【11 月 14 日，摩根士丹利称美团经营利润年复合增长最快】摩根士丹利发表报告指出，美团是其所覆盖的中国互联网股票中经营利润年复合增长最快的公司，维持“增持”评级及目标价 215 港元，并上调明年最牛情境目标价至 300 港元。大摩称，美团以 2024 至 2026 年平均经营业绩复合年增长率 36%逆重力而上。在基本情境下，美团在中国互联网覆盖中最快，公司抓住 2 万亿零售机会，到 2030 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114200832a2377e7a&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","03690":"美团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241114200832a2377e7a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2483507879","content_text":"【11 月 14 日，摩根士丹利称美团经营利润年复合增长最快】摩根士丹利发表报告指出，美团是其所覆盖的中国互联网股票中经营利润年复合增长最快的公司，维持“增持”评级及目标价 215 港元，并上调明年最牛情境目标价至 300 港元。大摩称，美团以 2024 至 2026 年平均经营业绩复合年增长率 36%逆重力而上。在基本情境下，美团在中国互联网覆盖中最快，公司抓住 2 万亿零售机会，到 2030 年经营利润增量为 200 亿元，相当于 2024 年外卖业务经营利润的 67%。该行认为，中国的 3D 之旅（债务、人口结构和通货紧缩）在最近政策转向后仍崎岖不平。基于消费复苏不确定性，推出牛熊框架在不同政策驱动情景，对 2025 至 2026 年进行盈利假设。大摩认为美团在疲软情况下仍具增长优势，明年较有机会偏向 300 港元的最牛目标价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371183073075408,"gmtCreate":1731634671526,"gmtModify":1731634673650,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"为什么历史性扭亏不涨？","listText":"为什么历史性扭亏不涨？","text":"为什么历史性扭亏不涨？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371183073075408","repostId":"1143322581","repostType":2,"repost":{"id":"1143322581","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":1731578506,"share":"https://www.laohu8.com/m/news/1143322581?lang=&edition=full","pubTime":"2024-11-14 18:01","market":"us","language":"zh","title":"哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1143322581","media":"老虎资讯综合","summary":"11月14日，$哔哩哔哩(BILI)$发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。","content":"<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</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>哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈</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; }\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哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈\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\">2024-11-14 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"BK4588":"碎股","BK4526":"热门中概股","BK1587":"次新股","LU2097828805.USD":"AZ 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三天暴跌14.7%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370184864669704","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369708913877392,"gmtCreate":1731302446110,"gmtModify":1731302447944,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"在中国谁敢管爱尔兰公司啊，老板新加坡....","listText":"在中国谁敢管爱尔兰公司啊，老板新加坡....","text":"在中国谁敢管爱尔兰公司啊，老板新加坡....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369708913877392","repostId":"2482245871","repostType":2,"repost":{"id":"2482245871","pubTimestamp":1731291023,"share":"https://www.laohu8.com/m/news/2482245871?lang=&edition=full","pubTime":"2024-11-11 10:10","market":"hk","language":"zh","title":"拼多多的快团团提现难，团长资金安全谁来守护？","url":"https://stock-news.laohu8.com/highlight/detail?id=2482245871","media":"新熵","summary":"拼多多旗下的团购工具快团团，被疑恶意侵占团长资金？甚至有团长质疑快团团非法侵占其资金。为了进一步规范团购业态，确保团员资金安全和权益得到保障，2023年7月快团团发布公告，对订单提现规则进行调整，设立订单保护期，自此团长提取资金的流程变得更为“严谨”。业内相关人士的分析，快团团此次调整，可能是针对部分团长携款潜逃、团员遭受欺诈等问题所做出的应对策略，以充分保证消费者权益。","content":"<html><body><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>旗下的团购工具快团团，被疑恶意侵占团长资金？</p><p>近日，据“消费电子杂志社”报道，多位快团团的团长们遭遇提现困难的情况。</p><p>一名资深“团长”在提取约3万元成本和利润时，快团团端却以团长资料不全为由，显示无法提现。在补充提交一系列材料，但仍然无法提现，联系快团团官方客服寻求解决方案，然而收效甚微。当联系拼多多客服寻求协助时，得到的回复却让其联系快团团的客服。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>部分团长坦言，作为个体经营者，这种突如其来的情况导致他们的资金链出现问题，进而导致他们无法正常经营。甚至有团长质疑快团团非法侵占其资金。</p><p>值得注意的是，团长们普遍反映，快团团投诉渠道不方便，或联系不上客服，或即使联系到了客服，也难以获得有效的解决方案。快团团官方公众号在今年5月曾发文《我为什么不能提现？》中提到，团长可就账号问题咨询官方客服。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>快团团是2020年拼多多推出的一款销售工具，一度被看作是拼多多入局社区团购的重要尝试。</p><p>然而，与美团优选等平台有所区别的是，快团团本身不提供商品，团长可以对接拼多多商家，或自行上架产品。一位食品领域供应商曾告诉“界面新闻”，快团团其实是延续“社群运营”思路。数据显示，2020年，快团团的交易额处于100亿元的水平。</p><p>得益于庞大的微信生态，仅在推出一年后，快团团便迅速崛起，跻身行业领先地位。公开数据显示，2021年，快团团在微信社群团购小程序中跃居首位，实现了600亿GMV，覆盖团长数超200万人。2021年11月，一位上海的团长曾接受“21世纪经济报道”记者采访时表示，从3月开始做团购，起初一个月的10万元流水，现在的月流水200多万元，净利润率大概在10%。</p><p>根据《2023年私域电商快团团行业洞察报告》数据显示，2022年快团团GMV接近1500亿元，几乎占据快团模式半壁江山，拥有500万团长。</p><p>2023年上半年，快团团还开启本地生活招商，并陆续上线了餐饮美食、游玩住宿、休闲娱乐、丽人美发和生活服务等本地生活商品，对美团、饿了么等本地生活平台构成了不容忽视的竞争压力。呱呱爆品公布的快团团2023年月均销售额分布数据显示，TOP500的团长月销售额超过了100万元。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>为了进一步规范团购业态，确保团员资金安全和权益得到保障，2023年7月快团团发布公告，对订单提现规则进行调整，设立订单保护期，自此团长提取资金的流程变得更为“严谨”。</p><p>此外，快团团官方公众号内容还显示，当“团长”的提现金额达到一定数额后，系统会自动进入审核流程；当监测到团购存在履约风险，系统会进入自动审核流程，团长不能即刻提现。还有团长表示，快团团对其进行风险评估，每日使用货款余额的额度限制为一万元。</p><p>业内相关人士的分析，快团团此次调整，可能是针对部分团长携款潜逃、团员遭受欺诈等问题所做出的应对策略，以充分保证消费者权益。</p><p>然而今年7月，“消费电子杂志社”曾披露快团团团长失联的问题，涉及的款项可能高达数千万元。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>据了解，有消费者发现被骗后尝试联系快团团客服，但客服始终强调快团团仅具备工具属性，为团长发布团购提供技术支持，建议联系拼多多客服，而拼多多客服则让她再次联系快团团。客服间的推诿，形成了一个完整的闭环。</p><p>谈到定位为工具的快团团是否有权强制冻结用户资金的问题时，广东格林律师事务所杨河律师向“消费电子杂志社”表示，一般情况下，销售工具没有直接的法律授权冻结用户的资金，但如果用户同意了相关的服务协议，平台可能会依据这些协议来执行冻结操作；也有可能平台会基于风险控制的需要，在检测到交易风险或用户投诉时采取冻结资金的措施。</p><p><strong>消</strong>费保投诉平台数据显示，与快团团相关的投诉案件数量呈现出逐年攀升的趋势。既然团长携款失联和无法提现的问题均会出现，足以证明快团团亟需完善其系统，以确保所有参与者的合法权益能够得到有效保护。</p></body></html>","source":"ifeng_tech","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>拼多多的快团团提现难，团长资金安全谁来守护？</title>\n<style 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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拼多多的快团团提现难，团长资金安全谁来守护？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 10:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8ePzWXKBSYG><strong>新熵</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>拼多多旗下的团购工具快团团，被疑恶意侵占团长资金？近日，据“消费电子杂志社”报道，多位快团团的团长们遭遇提现困难的情况。一名资深“团长”在提取约3万元成本和利润时，快团团端却以团长资料不全为由，显示无法提现。在补充提交一系列材料，但仍然无法提现，联系快团团官方客服寻求解决方案，然而收效甚微。当联系拼多多客服寻求协助时，得到的回复却让其联系快团团的客服。部分团长坦言，作为个体经营者，这种突如其来的...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ePzWXKBSYG\">Web 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创除10月8日外，300天最大单日跌幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368816481427888","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368804145795488,"gmtCreate":1731081556850,"gmtModify":1731081559056,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"谁买中概啊，这几年买别的可以说闭眼睛买都比中国强","listText":"谁买中概啊，这几年买别的可以说闭眼睛买都比中国强","text":"谁买中概啊，这几年买别的可以说闭眼睛买都比中国强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368804145795488","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368657447195008,"gmtCreate":1731041837864,"gmtModify":1731041984275,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 小米翻多少倍了，携程历史新高了，腾讯也在历史分位60%，再看看抖音估值都1.5个腾讯了，网易这种平淡股，最近出这么大事，也在高点60%分位，更不用说拼多多，美团不仅远弱于大部分互联网大厂，甚至连恒科大盘也不如。为什么一堆人吹来吹去？殊不知大陆港股通持仓已经从18%降到了10%。散户远离美团。往好了说就跟大盘，坏了无底线，明显收益风险不成比例。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 小米翻多少倍了，携程历史新高了，腾讯也在历史分位60%，再看看抖音估值都1.5个腾讯了，网易这种平淡股，最近出这么大事，也在高点60%分位，更不用说拼多多，美团不仅远弱于大部分互联网大厂，甚至连恒科大盘也不如。为什么一堆人吹来吹去？殊不知大陆港股通持仓已经从18%降到了10%。散户远离美团。往好了说就跟大盘，坏了无底线，明显收益风险不成比例。","text":"$美团-W(03690)$ 小米翻多少倍了，携程历史新高了，腾讯也在历史分位60%，再看看抖音估值都1.5个腾讯了，网易这种平淡股，最近出这么大事，也在高点60%分位，更不用说拼多多，美团不仅远弱于大部分互联网大厂，甚至连恒科大盘也不如。为什么一堆人吹来吹去？殊不知大陆港股通持仓已经从18%降到了10%。散户远离美团。往好了说就跟大盘，坏了无底线，明显收益风险不成比例。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/368657447195008","isVote":1,"tweetType":1,"viewCount":5067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3464914845348106","authorIdStr":"3464914845348106"},"content":"抖音超过腾讯，你怎么想的，不上市你说的100万亿也可以。抖音的市值好不如阿里帝国呢，等它上市再吹吧","text":"抖音超过腾讯，你怎么想的，不上市你说的100万亿也可以。抖音的市值好不如阿里帝国呢，等它上市再吹吧","html":"抖音超过腾讯，你怎么想的，不上市你说的100万亿也可以。抖音的市值好不如阿里帝国呢，等它上市再吹吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368494404751408,"gmtCreate":1731002028571,"gmtModify":1731015697897,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"躺着挣钱挣了几十年，国家要杀丁家猪了，养了几十年了。","listText":"躺着挣钱挣了几十年，国家要杀丁家猪了，养了几十年了。","text":"躺着挣钱挣了几十年，国家要杀丁家猪了，养了几十年了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368494404751408","repostId":"1107434000","repostType":2,"repost":{"id":"1107434000","pubTimestamp":1730976991,"share":"https://www.laohu8.com/m/news/1107434000?lang=&edition=full","pubTime":"2024-11-07 18:56","market":"us","language":"zh","title":"传网易游戏多名高管陷贪腐风波被带走调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1107434000","media":"新浪科技","summary":"此次调查事件涉及金额上亿。","content":"<html><head></head><body><p>11月7日晚间消息，据媒体报道，近日网易游戏内部严查贪腐，涉及营销线多名高管，网易游戏市场部总经理向某等人已被带走调查。</p><p style=\"text-align: start;\">报道称，此次被带走高管多数出自市场部。在内部行业交流群里，有消息称，此次调查事件涉及金额上亿。</p><p style=\"text-align: start;\">截至发稿官方暂未回应。</p></body></html>","source":"sina_tech","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>传网易游戏多名高管陷贪腐风波被带走调查</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/027fcb992a4565d6199e561be2f75d41","relate_stocks":{"09999":"网易-S","NTES":"网易"},"source_url":"https://finance.sina.com.cn/tech/shenji/2024-11-07/doc-incvfuia0862627.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107434000","content_text":"11月7日晚间消息，据媒体报道，近日网易游戏内部严查贪腐，涉及营销线多名高管，网易游戏市场部总经理向某等人已被带走调查。报道称，此次被带走高管多数出自市场部。在内部行业交流群里，有消息称，此次调查事件涉及金额上亿。截至发稿官方暂未回应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367181642395952,"gmtCreate":1730685594322,"gmtModify":1730685595788,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月18日，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>在港交所公告，拟同步发行以美元计价的优先无担保票据和以人民币计价的优先无担保票据。票据的本金金额、利率、到期日及其他条款将在发行定价时确定。募集资金净额用于一般公司用途，包括偿还境外债务和股份回购。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3d625c00c453f7d8e4ac322cb5e2f19\" title=\"\" tg-width=\"733\" tg-height=\"757\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4585":"ETF&股票定投概念","BK4554":"元宇宙及AR概念","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4531":"中概回港概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 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