哈哈楼阁的个人主页 - 老虎社区

哈哈楼阁

哈哈楼阁

山欲静，而人不止

IP属地：河南

32关注

5粉丝

2主题

0勋章

07-16

$白银主连 2409(SImain)$ 白银波动还追不上黄金

2023-09-29

$Faraday Future(FFIE)$ 每个人十万人人民币，1000个人就能实现控盘

2023-04-28

希望meta在元宇宙的投入能使其站稳脚跟与苹果竞争，但是苹果的软硬件能力又那么强，不过作为安卓阵营，肯定也会拥有比较大的市场份额的，总的来看还是非常具有吸引力

Meta一季度收入意外扭转三季连降，扎克伯格盛赞AI助推，盘后涨超10%

2023-03-28

$硅谷银行(SIVBQ)$ 股票有负值没有[微笑] [微笑]

2022-10-12

垃圾处理器

售价超一万元人民币！Meta推出全新VR头盔Quest Pro

2022-09-14

做空吧，跌到100不是问题

抱歉，原内容已删除

2022-09-11

^_^^_^

郭磊：通胀显著缓和，政策空间打开

2022-01-07

$商汤-W(00020)$写一下最近几天的感想，上市之际，对这家公司不甚了解，只简单的看了下公司做的什么业务，目前已经上市好几天了，看着渐渐上涨的股票，刚开始我也极力看空，觉得就是下一个“快手”！直到刚才，我看到这家公司过去几年净利润居然是负200多亿！！！！这是什么概念？这家公司得投入多少钱呀？光其两个董事的年薪就5个亿，我发现此事并不简单，又看了下几个高管履历，更觉得不简单，500多亿的负债，200多亿的资产，报告说目前百分之十的市场份额，目前市值2000亿，细细斟酌一下，这家公司究竟值多少钱？1000亿不夸张吧？1500亿不算特别夸张吧？说了这么多，只是想证明，这家公司不太会是下一个“快手”，极度看空需要斟酌啊[思考]

2021-12-20

$铁矿石主连 2201(FEFmain)$ 累计涨幅百分之40了呀，真的牛🐮

2021-09-02

看过许多投资书籍，其中感觉最好的当属《交易圣经》了，作者是一个坚定的机械交易者，拥有极其丰富的人生历程。其实当初迷恋上期货交易，后来才发现这本书，当初买这本书只觉得名字很牛逼，想来应该是不凡的，到手一翻看，更是惊为天人，若能早点看到这本书一定可以让我少亏好多钱（此指股票亏的），最开始做投资是伪价值投资，不仅持股周期短，更是没有选股票的核心逻辑，此书不仅仅介绍有关期货期权的交易方法，更涉及股票等等多品种投资。真心建议新进入证券市场的投资者能认真熟读此书的第一章绝对能少走很多弯路[流泪]

2020-12-23

看好小鹏汽车

小鹏G3海外交付、理想销量破3万，但三剑客何时能盈利？

2018-09-15

$趣头条(QTT)$流动盘太少了，才2.25亿美元

2018-08-21

$华润啤酒(00291)$我虽然是雪花的忠实用户，但是这个估值还是有点高的感觉。

2018-06-02

$华米科技(HMI)$短期有点想跑的感觉，长期来看，太便宜

2018-05-25

潜力股同志们

$华米科技(HMI)$ 如果可以，我希望给华米科技40倍估值，快上车啦，同志们，小米快上市了，不过在这个理性的市场应该不会炒太高

潜力股同志们

2018-05-25

很好奇宝洁为什么不涨

$宝洁(PG)$空头们，空头们，能给我些意见不能，宝洁为啥不涨$宝洁(PG)$

很好奇宝洁为什么不涨

2018-05-22

重申，宝洁可买$宝洁(PG)$

@哈哈楼阁:消费升级？

2018-05-19

请看长沙新闻，百度又出黑公关了

$百度(BIDU)$晚上刷头条，发现百度长江某大学，出现的第一个百度快照链接，会转到长沙某技工学校看跌百分之20 看涨搜狗百分10

请看长沙新闻，百度又出黑公关了

2018-05-17

消费升级？

作为国内洗发露产品龙头，宝洁的占有率实在惊人，尤其是旗下的海飞丝，拥护粘性非常高！凭宝洁在中国的市场的份额，凭中国持续推进的消费升级，凭宝洁近两年的爆发式成长，再加上最近回调了，已现在20倍的市盈率，是非常值得投资的！

消费升级？

2018-05-16

潜力股啊

$华米科技(HMI)$虽然对华米的业务情况什么的不太了解，但是为什么说是潜力股？因为傍着一个近千亿美元的独角兽啊！！！而且不说研究，可穿戴的市场一定是很大的！小米的格局很大，生态很强，等生态系统形成，潜力是无限的！

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justify;\">美东时间4月26日周三美股盘后，Meta公布的一季度营业收入轻松扭转此前连续三个季度下降的势头，每股收益（EPS）盈利虽然下滑，但降幅远低于预期，较前一个季度的降幅明显缓和：</p><ul><li><p>一季度营业收入为286.45亿美元，同比增长3%，高于Meta的指引区间260亿到285亿美元，分析师预期同比下降逾0.8%至276.7亿美元，去年第四季度同比下降3%。</p></li><li><p>一季度稀释后EPS为2.20美元，同比下降19%，而分析师预期同比下降26%至2.01美元，四季度同比下降52%。</p></li></ul><p style=\"text-align: justify;\">财报公布后，周三收涨近0.9%的Meta股价盘后拉升，盘后涨幅目前扩大到10%以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/886e76afefc8547a18d2e4cf628ec2f1\" title=\"\" tg-width=\"1110\" tg-height=\"710\"/></p><h2 style=\"text-align: start;\">扎克伯格称AI推动App和业务取得良好成果 对AI和元宇宙两手抓</h2><p style=\"text-align: justify;\">公布Meta一季度财报时，扎克伯格表示：</p><blockquote>“我们有了一个良好的季度，我们的社区继续发展。我们的人工智能（AI）工作正在推动我们的App和业务取得良好成果。我们也变得更有效率，因此，我们可以更快地打造更好的产品，并处于更有利的位置，实现我们的长期愿景。”</blockquote><p style=\"text-align: justify;\">业绩电话会上，扎克伯格称，Meta对AI和元宇宙两手抓。</p><p style=\"text-align: justify;\">发布财报前，一季度的一些迹象显示，在硅谷AI大战中掉队的Meta正在努力追赶。</p><p style=\"text-align: justify;\">2月，Meta推出针对研究社区的大型语言模型LLaMA，不同于ChatGPT和必应这类聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>，它是开源的“研究工具”，可以在非商业许可下提供给政府、社区和学术界的研究人员和实体工作者。</p><p style=\"text-align: justify;\">2月有报道称，Meta将AI率先用于广告功能，推出名为Advantage+的广告产品，针对不同的用户，让AI根据算法自动生成广告。本月稍早又传出Meta年底前推出AI广告工具的消息。Meta首席技术官Andrew Bosworth当时说，Meta将推出生成广告图像的AI工具，帮助公司针对不同的受众制作不同的图像。</p><h2 style=\"text-align: start;\">一季度营收指引高于预期 全年费用指引高端下调30亿美元 资本指引不变 将增加AI投资</h2><p style=\"text-align: justify;\">业绩指引方面，Meta预计，一季度营业收入在295亿到320亿美元，分析师预期收入294.8亿美元接近指引区间的低端。Meta称，二季度汇率的影响将导致总营收同比增速减少不到1个百分点。</p><p style=\"text-align: justify;\">今年2月公布四季度业绩时，Meta将今年的年度费用和资本支出指引分别超预期下调50亿和40亿美元，并宣布拟回购400亿美元。这被视为业绩公布次日股价飙涨超20%的主要原因。</p><p style=\"text-align: justify;\">本次Meta又将2023年全年费用的预期范围从890亿到950亿美元收窄到860亿到920亿美元，指引高端下调30亿美元。Meta的全年资本支出指引保持不变，仍在300亿到330亿美元。Meta指出，</p><blockquote>这一（资本支出）前景反映了我们正在构建支持广告、Feed和短视频服务Reels的AI能力，以及增加对我们生成式AI项目能力的投资。</blockquote><h2 style=\"text-align: start;\">全年费用含裁员等重组成本至少30亿 一季度末员工总数同比减少1%</h2><p style=\"text-align: justify;\">去年四季报的业绩电话会上，此前对元宇宙投入一直强硬的扎克伯格表示，今年的管理主题是“提高效率”，公司将聚焦于转变为一家更强大、更灵活的组织，将“积极主动地削减那些没有业绩或可能不再关键的项目”，并努力提高决策效率。</p><p style=\"text-align: justify;\">成本无疑是Meta聚焦的问题。本次Meta披露一季度财报时称，在今年全年的费用指引中，包括了30亿到50亿美元设施整合费用、遣散费和其他人员费用相关的重组成本。这和媒体此前预计最近裁员产生</p><p style=\"text-align: justify;\">在旗下核心产品的数字广告业务下滑之际，Meta近几个月采取了多种削减成本的行动，力求提升盈利能力。最主要的就是裁员。</p><p style=\"text-align: justify;\">去年11月，Meta宣布超过1.1万人的公司史上首次大裁员。上月，Meta又公布了第二轮大裁员，称今年要裁员1万人，同时还将关闭5000个额外空缺职位，扎克伯格当时称，目标是通过取消管理层的多层级结构来让公司变得更加扁平化。</p><p style=\"text-align: justify;\">本次财报中，Meta称，截至一季度末，公司员工总数7.7114万人，同比减少1%。所有去年11月公布的裁员都不再反映到截至今年3月末的报告人数中，今年的裁员影响已反映到3月末的报告中。</p><p style=\"text-align: justify;\">去年11月公布的裁员影响了Meta 13%的员工，但一季度末的总人数却只减少了1%。评论认为，这可以看出Meta一年里有大量的招聘和解雇行动。</p><h2 style=\"text-align: start;\">广告收入和App收入不降反增 元宇宙收入腰斩 亏损超预期扩大至40亿美元 预计今年亏损扩大</h2><p style=\"text-align: justify;\">财报显示，作为仅次于<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的数字广告巨头，Meta的最大收入源广告一季度和总收入一样止住了三个季度连降之势。一季度广告业务的营业收入为281.01亿美元，同比增长4.1%，分析师预期同比降约0.9%至267.6亿美元。</p><p style=\"text-align: justify;\">Meta的两大业务板块喜忧参半，App业务收入不降反增，利润降幅远低于预期，元宇宙业务收入腰斩、超预期下滑，亏损也超预期扩大。</p><ul><li><p>包括 Facebook、Instagram、Messenger、WhatsApp 和其他服务在内，四季度Meta的“应用家族”（Family of Apps）一季度营收283.06亿美元，同比增长4%，分析师预期同比下降1.2%至268.8亿美元。</p></li><li><p>一季度应用家族的营业利润同比下降2.3%至112.19亿美元，分析师预期降10%至103.2亿美元。</p></li><li><p>包括AR（增强现实）和VR（虚拟现实）相关硬件、软件和内容在内，四季度元宇宙相关业务“现实实验室” （Reality Labs）一季度营收3.39亿美元，同比下降51%，分析师预期下降11.8%至6.131亿美元。</p></li><li><p>一季度现实实验室营业亏损39.92亿美元，较一年前同比亏损扩大近35%，分析师预期亏损同比扩大28%至38亿美元。</p></li></ul><p style=\"text-align: justify;\">去年全年，现实实验室合计亏损137亿美元，Meta已因大举投入元宇宙业务而巨亏饱受诟病。一季度，元宇宙业务进一步收缩，在Meta总收入中的占比降至1.2%，不到一年前近2.5%占比的一半。而且，Meta在展望业绩时提到，依然预计现实实验室今年的营业亏损会同比扩大。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567fc54c6a579917de619eaf8676c859\" title=\"\" tg-width=\"640\" tg-height=\"331\"/></p><h2 style=\"text-align: start;\">一季度Facebook日活突破20亿 超预期再创新高</h2><p style=\"text-align: justify;\">去年四季度，Facebook的每日活跃用户数（DAU）史上首次达到20亿，一季度DAU继续创历史新高，但当季月活用户数（MAU）略低于预期再度低于预期。</p><p style=\"text-align: justify;\">财报显示，一季度Facebook的DAU为20.37亿，同比增长逾3.9%，分析师预期增近2.6%至20.1亿。 一季度Facebook的MAU为29.9亿，同比增长1.8%，分析师预期增长2.2%至30.0亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac6e183e8b79ad58d9674038792ad0e9\" title=\"\" tg-width=\"640\" tg-height=\"324\"/></p><p></p></body></html>","source":"wallstreetcn_api","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>Meta一季度收入意外扭转三季连降，扎克伯格盛赞AI助推，盘后涨超10%</title>\n<style 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}\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\">\nMeta一季度收入意外扭转三季连降，扎克伯格盛赞AI助推，盘后涨超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-27 05:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3687555><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季度Meta营收同比不降反增3%，EPS盈利下滑19%，远低于预期降幅26%；广告收入和App收入不降反增，Facebook日活突破20亿，超预期再创新高；元宇宙业务收入腰斩，降幅远超预期，亏损超预期扩大至40亿美元，Meta预计今年将亏损扩大。Meta的一季度营收指引高于预期，将全年费用指引的高端下调30亿美元，费用含裁员等重组成本至少30亿，全年资本指引不变，将增加AI投资。扎克伯格称AI...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3687555\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1166e5e35c4a10366c78adeb5d04f9ff","relate_stocks":{"META":"Meta Platforms, Inc.","BK4077":"互动媒体与服务","BK4585":"ETF&股票定投概念","BK4587":"ChatGPT概念"},"source_url":"https://wallstreetcn.com/articles/3687555","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330234978","content_text":"一季度Meta营收同比不降反增3%，EPS盈利下滑19%，远低于预期降幅26%；广告收入和App收入不降反增，Facebook日活突破20亿，超预期再创新高；元宇宙业务收入腰斩，降幅远超预期，亏损超预期扩大至40亿美元，Meta预计今年将亏损扩大。Meta的一季度营收指引高于预期，将全年费用指引的高端下调30亿美元，费用含裁员等重组成本至少30亿，全年资本指引不变，将增加AI投资。扎克伯格称AI推动App和业务取得良好成果，对AI和元宇宙两手抓。持续受到数字广告业疲软打击的Facebook母公司Meta终于有了摆脱颓势的苗头。在披露四季报时向市场低头承诺收敛“烧钱”作风后，Meta CEO扎克伯格又跟上了潮流，开始盛赞AI对公司业绩的积极影响。美东时间4月26日周三美股盘后，Meta公布的一季度营业收入轻松扭转此前连续三个季度下降的势头，每股收益（EPS）盈利虽然下滑，但降幅远低于预期，较前一个季度的降幅明显缓和：一季度营业收入为286.45亿美元，同比增长3%，高于Meta的指引区间260亿到285亿美元，分析师预期同比下降逾0.8%至276.7亿美元，去年第四季度同比下降3%。一季度稀释后EPS为2.20美元，同比下降19%，而分析师预期同比下降26%至2.01美元，四季度同比下降52%。财报公布后，周三收涨近0.9%的Meta股价盘后拉升，盘后涨幅目前扩大到10%以上。扎克伯格称AI推动App和业务取得良好成果 对AI和元宇宙两手抓公布Meta一季度财报时，扎克伯格表示：“我们有了一个良好的季度，我们的社区继续发展。我们的人工智能（AI）工作正在推动我们的App和业务取得良好成果。我们也变得更有效率，因此，我们可以更快地打造更好的产品，并处于更有利的位置，实现我们的长期愿景。”业绩电话会上，扎克伯格称，Meta对AI和元宇宙两手抓。发布财报前，一季度的一些迹象显示，在硅谷AI大战中掉队的Meta正在努力追赶。2月，Meta推出针对研究社区的大型语言模型LLaMA，不同于ChatGPT和必应这类聊天机器人，它是开源的“研究工具”，可以在非商业许可下提供给政府、社区和学术界的研究人员和实体工作者。2月有报道称，Meta将AI率先用于广告功能，推出名为Advantage+的广告产品，针对不同的用户，让AI根据算法自动生成广告。本月稍早又传出Meta年底前推出AI广告工具的消息。Meta首席技术官Andrew Bosworth当时说，Meta将推出生成广告图像的AI工具，帮助公司针对不同的受众制作不同的图像。一季度营收指引高于预期 全年费用指引高端下调30亿美元 资本指引不变 将增加AI投资业绩指引方面，Meta预计，一季度营业收入在295亿到320亿美元，分析师预期收入294.8亿美元接近指引区间的低端。Meta称，二季度汇率的影响将导致总营收同比增速减少不到1个百分点。今年2月公布四季度业绩时，Meta将今年的年度费用和资本支出指引分别超预期下调50亿和40亿美元，并宣布拟回购400亿美元。这被视为业绩公布次日股价飙涨超20%的主要原因。本次Meta又将2023年全年费用的预期范围从890亿到950亿美元收窄到860亿到920亿美元，指引高端下调30亿美元。Meta的全年资本支出指引保持不变，仍在300亿到330亿美元。Meta指出，这一（资本支出）前景反映了我们正在构建支持广告、Feed和短视频服务Reels的AI能力，以及增加对我们生成式AI项目能力的投资。全年费用含裁员等重组成本至少30亿 一季度末员工总数同比减少1%去年四季报的业绩电话会上，此前对元宇宙投入一直强硬的扎克伯格表示，今年的管理主题是“提高效率”，公司将聚焦于转变为一家更强大、更灵活的组织，将“积极主动地削减那些没有业绩或可能不再关键的项目”，并努力提高决策效率。成本无疑是Meta聚焦的问题。本次Meta披露一季度财报时称，在今年全年的费用指引中，包括了30亿到50亿美元设施整合费用、遣散费和其他人员费用相关的重组成本。这和媒体此前预计最近裁员产生在旗下核心产品的数字广告业务下滑之际，Meta近几个月采取了多种削减成本的行动，力求提升盈利能力。最主要的就是裁员。去年11月，Meta宣布超过1.1万人的公司史上首次大裁员。上月，Meta又公布了第二轮大裁员，称今年要裁员1万人，同时还将关闭5000个额外空缺职位，扎克伯格当时称，目标是通过取消管理层的多层级结构来让公司变得更加扁平化。本次财报中，Meta称，截至一季度末，公司员工总数7.7114万人，同比减少1%。所有去年11月公布的裁员都不再反映到截至今年3月末的报告人数中，今年的裁员影响已反映到3月末的报告中。去年11月公布的裁员影响了Meta 13%的员工，但一季度末的总人数却只减少了1%。评论认为，这可以看出Meta一年里有大量的招聘和解雇行动。广告收入和App收入不降反增 元宇宙收入腰斩 亏损超预期扩大至40亿美元 预计今年亏损扩大财报显示，作为仅次于谷歌的数字广告巨头，Meta的最大收入源广告一季度和总收入一样止住了三个季度连降之势。一季度广告业务的营业收入为281.01亿美元，同比增长4.1%，分析师预期同比降约0.9%至267.6亿美元。Meta的两大业务板块喜忧参半，App业务收入不降反增，利润降幅远低于预期，元宇宙业务收入腰斩、超预期下滑，亏损也超预期扩大。包括 Facebook、Instagram、Messenger、WhatsApp 和其他服务在内，四季度Meta的“应用家族”（Family of Apps）一季度营收283.06亿美元，同比增长4%，分析师预期同比下降1.2%至268.8亿美元。一季度应用家族的营业利润同比下降2.3%至112.19亿美元，分析师预期降10%至103.2亿美元。包括AR（增强现实）和VR（虚拟现实）相关硬件、软件和内容在内，四季度元宇宙相关业务“现实实验室” （Reality Labs）一季度营收3.39亿美元，同比下降51%，分析师预期下降11.8%至6.131亿美元。一季度现实实验室营业亏损39.92亿美元，较一年前同比亏损扩大近35%，分析师预期亏损同比扩大28%至38亿美元。去年全年，现实实验室合计亏损137亿美元，Meta已因大举投入元宇宙业务而巨亏饱受诟病。一季度，元宇宙业务进一步收缩，在Meta总收入中的占比降至1.2%，不到一年前近2.5%占比的一半。而且，Meta在展望业绩时提到，依然预计现实实验室今年的营业亏损会同比扩大。一季度Facebook日活突破20亿 超预期再创新高去年四季度，Facebook的每日活跃用户数（DAU）史上首次达到20亿，一季度DAU继续创历史新高，但当季月活用户数（MAU）略低于预期再度低于预期。财报显示，一季度Facebook的DAU为20.37亿，同比增长逾3.9%，分析师预期增近2.6%至20.1亿。 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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659680334","isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666601234,"gmtCreate":1665581433328,"gmtModify":1665581436587,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"垃圾处理器","listText":"垃圾处理器","text":"垃圾处理器","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666601234","repostId":"2274662502","repostType":2,"repost":{"id":"2274662502","pubTimestamp":1665529501,"share":"https://www.laohu8.com/m/news/2274662502?lang=&edition=full","pubTime":"2022-10-12 07:05","market":"us","language":"zh","title":"售价超一万元人民币！Meta推出全新VR头盔Quest Pro","url":"https://stock-news.laohu8.com/highlight/detail?id=2274662502","media":"CNMO","summary":"对于这款新品，官方介绍称，Quest Pro这款头显是公司目前最先进的产品，是工作、创作和协作的全新方式。其他硬件方面，Quest Pro配备10个先进的VR/MR传感器，搭载高通骁XR2+处理器。并且，产品还配套两件Meta Quest Touch Pro控制器，各搭载一枚骁龙662 处理器和三个摄像头。","content":"<html><head></head><body><p>10月12日凌晨消息，Meta举办了VR年度大会“Connect 2022”。在大会上，公司公布了其最重磅的产品——Meta Quest Pro。这是一款VR头盔，售价1500美元（折合人民币约10749元），将于10月25日发售，10月28日正式发货。<img src=\"https://static.tigerbbs.com/de398052df9dd0483c1d243bff7ca8f4\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/>Meta Quest Pro</p><p>对于这款新品，官方介绍称，Quest Pro这款头显是公司目前最先进的产品，是工作、创作和协作的全新方式。</p><p>这款VR设备能实现突破性高分辨率的混合现实（MR），与之前的Quest 2相比，Quest Pro采用了更先进的薄饼透镜，光学堆栈缩减超40%，像素密度增加37%，色域也是Quest 2的1.3倍，将用户周围环境的彩色视图带入头戴式设备内部，以便与之交互并使用虚拟图像对其进行增强。<img src=\"https://static.tigerbbs.com/630ad9835c1c8305c172383ab48bc4fb\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/>值得注意的是，Quest Pro能够跟踪佩戴者的眼睛和脸部，通过内部和周围的摄像头来捕捉用户的面部运动，提升Avatar信息传递效率，提升社交临场感。另外，设备的瞳孔间距（IPD）调节范围为55-75毫米，能让用户得到更好的视觉体验并降低眼睛疲劳。</p><p>其他硬件方面，Quest Pro配备10个先进的VR/MR传感器，搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁XR2+处理器。并且，产品还配套两件Meta Quest Touch Pro控制器，各搭载一枚骁龙662 处理器和三个摄像头。</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>售价超一万元人民币！Meta推出全新VR头盔Quest Pro</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售价超一万元人民币！Meta推出全新VR头盔Quest Pro\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 07:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/mobile/xp/2022-10-12/detail-imqmmthc0567995.d.html?vt=4><strong>CNMO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月12日凌晨消息，Meta举办了VR年度大会“Connect 2022”。在大会上，公司公布了其最重磅的产品——Meta Quest Pro。这是一款VR头盔，售价1500美元（折合人民币约10749元），将于10月25日发售，10月28日正式发货。Meta Quest Pro对于这款新品，官方介绍称，Quest Pro这款头显是公司目前最先进的产品，是工作、创作和协作的全新方式。这款VR设备...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2022-10-12/detail-imqmmthc0567995.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de398052df9dd0483c1d243bff7ca8f4","relate_stocks":{"CYB":"人民币ETF-WisdomTree Dreyfus","VR":"GLOBAL X METAVERSE ETF","META":"Meta Platforms, Inc."},"source_url":"https://tech.sina.cn/mobile/xp/2022-10-12/detail-imqmmthc0567995.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274662502","content_text":"10月12日凌晨消息，Meta举办了VR年度大会“Connect 2022”。在大会上，公司公布了其最重磅的产品——Meta Quest Pro。这是一款VR头盔，售价1500美元（折合人民币约10749元），将于10月25日发售，10月28日正式发货。Meta Quest Pro对于这款新品，官方介绍称，Quest Pro这款头显是公司目前最先进的产品，是工作、创作和协作的全新方式。这款VR设备能实现突破性高分辨率的混合现实（MR），与之前的Quest 2相比，Quest Pro采用了更先进的薄饼透镜，光学堆栈缩减超40%，像素密度增加37%，色域也是Quest 2的1.3倍，将用户周围环境的彩色视图带入头戴式设备内部，以便与之交互并使用虚拟图像对其进行增强。值得注意的是，Quest Pro能够跟踪佩戴者的眼睛和脸部，通过内部和周围的摄像头来捕捉用户的面部运动，提升Avatar信息传递效率，提升社交临场感。另外，设备的瞳孔间距（IPD）调节范围为55-75毫米，能让用户得到更好的视觉体验并降低眼睛疲劳。其他硬件方面，Quest Pro配备10个先进的VR/MR传感器，搭载高通骁XR2+处理器。并且，产品还配套两件Meta Quest Touch Pro控制器，各搭载一枚骁龙662 处理器和三个摄像头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663829884,"gmtCreate":1663114092149,"gmtModify":1663114093058,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"做空吧，跌到100不是问题","listText":"做空吧，跌到100不是问题","text":"做空吧，跌到100不是问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663829884","repostId":"2267055403","repostType":2,"isVote":1,"tweetType":1,"viewCount":1651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663399135,"gmtCreate":1662833792727,"gmtModify":1662833795228,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"^_^^_^","listText":"^_^^_^","text":"^_^^_^","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663399135","repostId":"1136404368","repostType":2,"repost":{"id":"1136404368","pubTimestamp":1662793805,"share":"https://www.laohu8.com/m/news/1136404368?lang=&edition=full","pubTime":"2022-09-10 15:10","market":"sh","language":"zh","title":"郭磊：通胀显著缓和，政策空间打开","url":"https://stock-news.laohu8.com/highlight/detail?id=1136404368","media":"华尔街见闻","summary":"报告摘要第一，8月CPI环比-0.1%，同比的2.5%较前值的2.7%走低，这也是CPI在年内首次出现同比涨幅的回踩。PPI环比-1.2%，同比的2.3%亦较前值的4.2%显著走低。两个指标均低于市场","content":"<html><head></head><body><blockquote><b>报告摘要</b></blockquote><blockquote><b>第一，</b>8月CPI环比-0.1%，同比的2.5%较前值的2.7%走低，这也是CPI在年内首次出现同比涨幅的回踩。PPI环比-1.2%，同比的2.3%亦较前值的4.2%显著走低。两个指标均低于市场一致预期，年内通胀风险弱化。</blockquote><blockquote><b>第二，</b>CPI为何环比转负？从结构看，一是猪肉的上行动能减弱，8月猪肉价格环比只有0.4%，是4月以来最低；二是国际油价调整，国内汽柴油价格下调对CPI环比的影响为0.2个百分点，工业消费品价格环比下降达0.7%；三是服务业价格环比由升转平，机票和交通工具租赁价格环比下行。</blockquote><blockquote><b>第三，</b>简单来说，我们可以把CPI走弱归结为“供给”和“需求”两个因素，前者来自大宗商品价格调整，它传递至能源消费和工业消费品；后者来自区域疫情升温的影响，以及经济放缓背景下的消费倾向偏低，它传递至餐饮、旅游、商务等环节。</blockquote><blockquote><b>第四，</b>CPI在9月仍有较大概率重拾上行。以农业猪肉平均批发价来看，8月下旬起再度拐点向上，目前价格均值隐含的同比要明显高于7月和8月。但CPI年内高度可能会相对有限，一则10月之后猪肉价格基数会明显上升；二则消费和服务业价格不易出现系统性上行脉冲。</blockquote><blockquote><b>第五，</b>PPI环比降幅和前值大致相当，其中大宗商品调整背景下石油系、煤炭系价格降幅有所扩大；基建投资持续加码背景下黑色、有色、非金属降幅有所收窄；高温和部分省市有序用电背景下，公用事业价格由降转升。</blockquote><blockquote><b>第六，</b>CPI-PPI剪刀差2021年以来首度转正，较前值回升达1.7个点，未来可能会进一步走阔，这对应中下游的利润率空间继续恢复。在当前的利润结构下，中下游行业的主要约束还在于营收端，包括宏观经济增长偏弱和消费环境约束；但成本端压力会有所缓和。</blockquote><blockquote><b>第七，</b>对于宏观面来说，通胀压力缓和是一个积极因素。8月下旬以来积极信号有三：一是高频数据和PMI数据显示经济环比企稳；二是政策有新一轮升温，包括确认5000多亿专项债限额，新增3000亿政策性开发性金融工具，以及灵活运用阶段性信贷政策和保交楼专项借款；三是这次CPI通胀的显著缓和，这对应实体压力减轻、政策空间打开。当然，出口的下台阶和短期疫情仍存不确定性会在一定程度上约束基本面预期。</blockquote><p><b>正文</b></p><p><b>8月CPI环比-0.1%，同比的2.5%较前值的2.7%走低，这也是CPI在年内首次出现同比涨幅的回踩。PPI环比-1.2%，同比的2.3%亦较前值的4.2%显著走低。两个指标均低于市场一致预期，年内通胀风险弱化。</b></p><p>8月CPI环比为-0.1%，低于前值的0.5%。从同比来看，今年1-7月分别为0.9%、0.9%、1.5%、2.1%、2.1%、2.5%，2.7%，8月属于年内首次同比涨幅没有继续上行。</p><p>8月PPI环比为-1.2%，略高于前值的-1.3%。从同比来看，今年1-7月分别为9.1%、8.8%、8.3%、8.0%、6.4%、6.1%、4.2%、2.3%，7月和8月下行速度加快。</p><p><img src=\"https://static.tigerbbs.com/f06495bd46d36037131019d8b4f257ef\" tg-width=\"1080\" tg-height=\"788\" referrerpolicy=\"no-referrer\"/></p><p><b>CPI为何环比转负？从结构看，一是猪肉的上行动能减弱，8月猪肉价格环比只有0.4%，是4月以来最低；二是国际油价调整，国内汽柴油价格下调对CPI环比的影响为0.2个百分点，工业消费品价格环比下降达0.7%；三是服务业价格环比由升转平，机票和交通工具租赁价格环比下行。</b></p><p>8月CPI食品环比涨幅为0.5%，低于7月的3.0%。其中猪肉环比为0.4%（前值25.6%），鲜菜环比为2.0%（前值10.3%），鲜果环比为-1.0%（前值-3.8%）。</p><p>8月CPI非食品环比涨幅为-0.3%，低于7月的-0.1%。[1]统计局指出工业消费品价格环比下降0.7%，降幅比7月扩大0.2个百分点。其中受国际油价下行影响，国内汽油和柴油价格分别下降4.8%和5.2%，合计影响CPI下降约0.20个百分点；服务价格由7月上涨0.3%转为持平，其中受疫情影响，飞机票和交通工具租赁费价格分别下降7.5%和1.0%。</p><p><img src=\"https://static.tigerbbs.com/d85bf085a20e90834406c7618a262d21\" tg-width=\"1080\" tg-height=\"781\" referrerpolicy=\"no-referrer\"/></p><p><b>简单来说，我们可以把CPI走弱归结为“供给”和“需求”两个因素，前者来自大宗商品价格调整，它传递至能源消费和工业消费品；后者来自区域疫情升温的影响，以及经济放缓背景下的消费倾向偏低，它传递至餐饮、旅游、商务等环节。</b></p><p><b>CPI在9月仍有较大概率重拾上行。以农业猪肉平均批发价来看，8月下旬起再度拐点向上，目前价格均值隐含的同比要明显高于7月和8月。但CPI年内高度可能会相对有限，一则10月之后猪肉价格基数会明显上升；二则，消费和服务业价格不易出现系统性上行脉冲。</b></p><p>7-9月（9月前8天）农业部猪肉平均批发价月均值分别为29.1、29.1、30.3元/公斤，同比分别为30.9%、36.0%、52.2%。</p><p>从去年同期基数来看，2021年7-12月农业部猪肉平均批发价月均值分别为22.3、21.4、19.9、19.0、24.0、24.0元/公斤。</p><p><img src=\"https://static.tigerbbs.com/84a755138b0c1903e38c39c2ddfb25da\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>PPI环比降幅和前值大致相当，其中大宗商品调整背景下石油系、煤炭系价格降幅有所扩大；基建投资持续加码背景下黑色、有色、非金属降幅有所收窄；高温和部分省市有序用电背景下，公用事业价格由降转升。</b></p><p>[3]从环比看，8月PPI下降1.2%，降幅略窄于前值的-1.3%。其<a href=\"https://laohu8.com/S/PTR\">中石油</a>和天然气开采业价格环比下降7.3%，石油煤炭及其他燃料加工业价格环比下降4.8%，煤炭开采和洗选业价格环比下降4.3%，降幅有所扩大；黑色金属冶炼和压延加工业价格环比下降4.1%，有色金属冶炼和压延加工业价格环比下降2.0%，非金属矿物制品业价格下降环比1.0%，降幅均有所收窄；电力热力生产和供应业价格环比由下降1.1%转为上涨0.3%。</p><p><b>CPI-PPI剪刀差2021年以来首度转正，较前值回升达1.7个点，未来可能会进一步走阔，这对应中下游的利润率空间继续恢复。在当前的利润结构下，中下游行业的主要约束还在于营收端，包括宏观经济增长偏弱和消费环境约束；但成本端压力会有所缓和。</b></p><p>在前期报告《企业利润走势是宏观面的坐标之一》中，我们指出：7月下游消费品制造利润占比25.7%，高于2021年全年的25.2%和2022年上半年的23.6%；原材料工业7月增量利润占比10.5%，显著低于2021年全年的27.2%和2022年上半年的24%。</p><p>&lt;&lt;&lt;图片加载中。。。&gt;&gt;&gt;</p><p><b>对于宏观面来说，通胀压力缓和是一个积极因素。8月下旬以来积极信号有三：一是高频数据和PMI数据显示经济环比企稳；二是政策有新一轮升温，包括确认5000多亿专项债限额，新增3000亿政策性开发性金融工具，以及灵活运用阶段性信贷政策和保交楼专项借款；三是这次CPI通胀的显著缓和，这对应实体压力减轻、政策空间打开。当然，出口的下台阶和短期疫情仍存不确定性会在一定程度上约束基本面预期。</b></p><p><b>核心假设风险：</b>外部环境变化超预期导致通胀压力显著加大；大宗商品价格波动超预期；地产系压力上升导致内需定价工业品价格波动超预期；疫情影响导致经济和消费品价格变化超预期。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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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郭磊：通胀显著缓和，政策空间打开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-10 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3670030><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>报告摘要第一，8月CPI环比-0.1%，同比的2.5%较前值的2.7%走低，这也是CPI在年内首次出现同比涨幅的回踩。PPI环比-1.2%，同比的2.3%亦较前值的4.2%显著走低。两个指标均低于市场一致预期，年内通胀风险弱化。第二，CPI为何环比转负？从结构看，一是猪肉的上行动能减弱，8月猪肉价格环比只有0.4%，是4月以来最低；二是国际油价调整，国内汽柴油价格下调对CPI环比的影响为0.2个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3670030\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c8954665756ab7e669863bbe8f57ce0","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3670030","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136404368","content_text":"报告摘要第一，8月CPI环比-0.1%，同比的2.5%较前值的2.7%走低，这也是CPI在年内首次出现同比涨幅的回踩。PPI环比-1.2%，同比的2.3%亦较前值的4.2%显著走低。两个指标均低于市场一致预期，年内通胀风险弱化。第二，CPI为何环比转负？从结构看，一是猪肉的上行动能减弱，8月猪肉价格环比只有0.4%，是4月以来最低；二是国际油价调整，国内汽柴油价格下调对CPI环比的影响为0.2个百分点，工业消费品价格环比下降达0.7%；三是服务业价格环比由升转平，机票和交通工具租赁价格环比下行。第三，简单来说，我们可以把CPI走弱归结为“供给”和“需求”两个因素，前者来自大宗商品价格调整，它传递至能源消费和工业消费品；后者来自区域疫情升温的影响，以及经济放缓背景下的消费倾向偏低，它传递至餐饮、旅游、商务等环节。第四，CPI在9月仍有较大概率重拾上行。以农业猪肉平均批发价来看，8月下旬起再度拐点向上，目前价格均值隐含的同比要明显高于7月和8月。但CPI年内高度可能会相对有限，一则10月之后猪肉价格基数会明显上升；二则消费和服务业价格不易出现系统性上行脉冲。第五，PPI环比降幅和前值大致相当，其中大宗商品调整背景下石油系、煤炭系价格降幅有所扩大；基建投资持续加码背景下黑色、有色、非金属降幅有所收窄；高温和部分省市有序用电背景下，公用事业价格由降转升。第六，CPI-PPI剪刀差2021年以来首度转正，较前值回升达1.7个点，未来可能会进一步走阔，这对应中下游的利润率空间继续恢复。在当前的利润结构下，中下游行业的主要约束还在于营收端，包括宏观经济增长偏弱和消费环境约束；但成本端压力会有所缓和。第七，对于宏观面来说，通胀压力缓和是一个积极因素。8月下旬以来积极信号有三：一是高频数据和PMI数据显示经济环比企稳；二是政策有新一轮升温，包括确认5000多亿专项债限额，新增3000亿政策性开发性金融工具，以及灵活运用阶段性信贷政策和保交楼专项借款；三是这次CPI通胀的显著缓和，这对应实体压力减轻、政策空间打开。当然，出口的下台阶和短期疫情仍存不确定性会在一定程度上约束基本面预期。正文8月CPI环比-0.1%，同比的2.5%较前值的2.7%走低，这也是CPI在年内首次出现同比涨幅的回踩。PPI环比-1.2%，同比的2.3%亦较前值的4.2%显著走低。两个指标均低于市场一致预期，年内通胀风险弱化。8月CPI环比为-0.1%，低于前值的0.5%。从同比来看，今年1-7月分别为0.9%、0.9%、1.5%、2.1%、2.1%、2.5%，2.7%，8月属于年内首次同比涨幅没有继续上行。8月PPI环比为-1.2%，略高于前值的-1.3%。从同比来看，今年1-7月分别为9.1%、8.8%、8.3%、8.0%、6.4%、6.1%、4.2%、2.3%，7月和8月下行速度加快。CPI为何环比转负？从结构看，一是猪肉的上行动能减弱，8月猪肉价格环比只有0.4%，是4月以来最低；二是国际油价调整，国内汽柴油价格下调对CPI环比的影响为0.2个百分点，工业消费品价格环比下降达0.7%；三是服务业价格环比由升转平，机票和交通工具租赁价格环比下行。8月CPI食品环比涨幅为0.5%，低于7月的3.0%。其中猪肉环比为0.4%（前值25.6%），鲜菜环比为2.0%（前值10.3%），鲜果环比为-1.0%（前值-3.8%）。8月CPI非食品环比涨幅为-0.3%，低于7月的-0.1%。[1]统计局指出工业消费品价格环比下降0.7%，降幅比7月扩大0.2个百分点。其中受国际油价下行影响，国内汽油和柴油价格分别下降4.8%和5.2%，合计影响CPI下降约0.20个百分点；服务价格由7月上涨0.3%转为持平，其中受疫情影响，飞机票和交通工具租赁费价格分别下降7.5%和1.0%。简单来说，我们可以把CPI走弱归结为“供给”和“需求”两个因素，前者来自大宗商品价格调整，它传递至能源消费和工业消费品；后者来自区域疫情升温的影响，以及经济放缓背景下的消费倾向偏低，它传递至餐饮、旅游、商务等环节。CPI在9月仍有较大概率重拾上行。以农业猪肉平均批发价来看，8月下旬起再度拐点向上，目前价格均值隐含的同比要明显高于7月和8月。但CPI年内高度可能会相对有限，一则10月之后猪肉价格基数会明显上升；二则，消费和服务业价格不易出现系统性上行脉冲。7-9月（9月前8天）农业部猪肉平均批发价月均值分别为29.1、29.1、30.3元/公斤，同比分别为30.9%、36.0%、52.2%。从去年同期基数来看，2021年7-12月农业部猪肉平均批发价月均值分别为22.3、21.4、19.9、19.0、24.0、24.0元/公斤。PPI环比降幅和前值大致相当，其中大宗商品调整背景下石油系、煤炭系价格降幅有所扩大；基建投资持续加码背景下黑色、有色、非金属降幅有所收窄；高温和部分省市有序用电背景下，公用事业价格由降转升。[3]从环比看，8月PPI下降1.2%，降幅略窄于前值的-1.3%。其中石油和天然气开采业价格环比下降7.3%，石油煤炭及其他燃料加工业价格环比下降4.8%，煤炭开采和洗选业价格环比下降4.3%，降幅有所扩大；黑色金属冶炼和压延加工业价格环比下降4.1%，有色金属冶炼和压延加工业价格环比下降2.0%，非金属矿物制品业价格下降环比1.0%，降幅均有所收窄；电力热力生产和供应业价格环比由下降1.1%转为上涨0.3%。CPI-PPI剪刀差2021年以来首度转正，较前值回升达1.7个点，未来可能会进一步走阔，这对应中下游的利润率空间继续恢复。在当前的利润结构下，中下游行业的主要约束还在于营收端，包括宏观经济增长偏弱和消费环境约束；但成本端压力会有所缓和。在前期报告《企业利润走势是宏观面的坐标之一》中，我们指出：7月下游消费品制造利润占比25.7%，高于2021年全年的25.2%和2022年上半年的23.6%；原材料工业7月增量利润占比10.5%，显著低于2021年全年的27.2%和2022年上半年的24%。<<<图片加载中。。。>>>对于宏观面来说，通胀压力缓和是一个积极因素。8月下旬以来积极信号有三：一是高频数据和PMI数据显示经济环比企稳；二是政策有新一轮升温，包括确认5000多亿专项债限额，新增3000亿政策性开发性金融工具，以及灵活运用阶段性信贷政策和保交楼专项借款；三是这次CPI通胀的显著缓和，这对应实体压力减轻、政策空间打开。当然，出口的下台阶和短期疫情仍存不确定性会在一定程度上约束基本面预期。核心假设风险：外部环境变化超预期导致通胀压力显著加大；大宗商品价格波动超预期；地产系压力上升导致内需定价工业品价格波动超预期；疫情影响导致经济和消费品价格变化超预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":695278875,"gmtCreate":1641485008053,"gmtModify":1641563246352,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>写一下最近几天的感想，上市之际，对这家公司不甚了解，只简单的看了下公司做的什么业务，目前已经上市好几天了，看着渐渐上涨的股票，刚开始我也极力看空，觉得就是下一个“快手”！直到刚才，我看到这家公司过去几年净利润居然是负200多亿！！！！这是什么概念？这家公司得投入多少钱呀？光其两个董事的年薪就5个亿，我发现此事并不简单，又看了下几个高管履历，更觉得不简单，500多亿的负债，200多亿的资产，报告说目前百分之十的市场份额，目前市值2000亿，细细斟酌一下，这家公司究竟值多少钱？1000亿不夸张吧？1500亿不算特别夸张吧？说了这么多，只是想证明，这家公司不太会是下一个“快手”，极度看空需要斟酌啊[思考]&nbsp;","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>写一下最近几天的感想，上市之际，对这家公司不甚了解，只简单的看了下公司做的什么业务，目前已经上市好几天了，看着渐渐上涨的股票，刚开始我也极力看空，觉得就是下一个“快手”！直到刚才，我看到这家公司过去几年净利润居然是负200多亿！！！！这是什么概念？这家公司得投入多少钱呀？光其两个董事的年薪就5个亿，我发现此事并不简单，又看了下几个高管履历，更觉得不简单，500多亿的负债，200多亿的资产，报告说目前百分之十的市场份额，目前市值2000亿，细细斟酌一下，这家公司究竟值多少钱？1000亿不夸张吧？1500亿不算特别夸张吧？说了这么多，只是想证明，这家公司不太会是下一个“快手”，极度看空需要斟酌啊[思考]&nbsp;","text":"$商汤-W(00020)$写一下最近几天的感想，上市之际，对这家公司不甚了解，只简单的看了下公司做的什么业务，目前已经上市好几天了，看着渐渐上涨的股票，刚开始我也极力看空，觉得就是下一个“快手”！直到刚才，我看到这家公司过去几年净利润居然是负200多亿！！！！这是什么概念？这家公司得投入多少钱呀？光其两个董事的年薪就5个亿，我发现此事并不简单，又看了下几个高管履历，更觉得不简单，500多亿的负债，200多亿的资产，报告说目前百分之十的市场份额，目前市值2000亿，细细斟酌一下，这家公司究竟值多少钱？1000亿不夸张吧？1500亿不算特别夸张吧？说了这么多，只是想证明，这家公司不太会是下一个“快手”，极度看空需要斟酌啊[思考]","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":10,"commentSize":16,"repostSize":1,"link":"https://laohu8.com/post/695278875","isVote":1,"tweetType":1,"viewCount":7535,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000316","authorId":"9000000000000316","name":"丹尼尔加","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000316","authorIdStr":"9000000000000316"},"content":"建议老铁好好的研究一下这个公司的招股书。","text":"建议老铁好好的研究一下这个公司的招股书。","html":"建议老铁好好的研究一下这个公司的招股书。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693306758,"gmtCreate":1639966699865,"gmtModify":1639966699865,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/FEFmain\">$铁矿石主连 2201(FEFmain)$ &nbsp;</a>累计涨幅百分之40了呀，真的牛🐮","listText":"<a href=\"https://laohu8.com/FUT/FEFmain\">$铁矿石主连 2201(FEFmain)$ &nbsp;</a>累计涨幅百分之40了呀，真的牛🐮","text":"$铁矿石主连 2201(FEFmain)$ 累计涨幅百分之40了呀，真的牛🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693306758","isVote":1,"tweetType":1,"viewCount":3717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812227058,"gmtCreate":1630591470174,"gmtModify":1630591470174,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"看过许多投资书籍，其中感觉最好的当属《交易圣经》了，作者是一个坚定的机械交易者，拥有极其丰富的人生历程。其实当初迷恋上期货交易，后来才发现这本书，当初买这本书只觉得名字很牛逼，想来应该是不凡的，到手一翻看，更是惊为天人，若能早点看到这本书一定可以让我少亏好多钱（此指股票亏的），最开始做投资是伪价值投资，不仅持股周期短，更是没有选股票的核心逻辑，此书不仅仅介绍有关期货期权的交易方法，更涉及股票等等多品种投资。真心建议新进入证券市场的投资者能认真熟读此书的第一章绝对能少走很多弯路[流泪]&nbsp;","listText":"看过许多投资书籍，其中感觉最好的当属《交易圣经》了，作者是一个坚定的机械交易者，拥有极其丰富的人生历程。其实当初迷恋上期货交易，后来才发现这本书，当初买这本书只觉得名字很牛逼，想来应该是不凡的，到手一翻看，更是惊为天人，若能早点看到这本书一定可以让我少亏好多钱（此指股票亏的），最开始做投资是伪价值投资，不仅持股周期短，更是没有选股票的核心逻辑，此书不仅仅介绍有关期货期权的交易方法，更涉及股票等等多品种投资。真心建议新进入证券市场的投资者能认真熟读此书的第一章绝对能少走很多弯路[流泪]&nbsp;","text":"看过许多投资书籍，其中感觉最好的当属《交易圣经》了，作者是一个坚定的机械交易者，拥有极其丰富的人生历程。其实当初迷恋上期货交易，后来才发现这本书，当初买这本书只觉得名字很牛逼，想来应该是不凡的，到手一翻看，更是惊为天人，若能早点看到这本书一定可以让我少亏好多钱（此指股票亏的），最开始做投资是伪价值投资，不仅持股周期短，更是没有选股票的核心逻辑，此书不仅仅介绍有关期货期权的交易方法，更涉及股票等等多品种投资。真心建议新进入证券市场的投资者能认真熟读此书的第一章绝对能少走很多弯路[流泪]","images":[{"img":"https://static.tigerbbs.com/bd0ee04bf297873a817fe804c5a933db","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812227058","isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":330494534,"gmtCreate":1608656823128,"gmtModify":1703736071403,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"看好小鹏汽车","listText":"看好小鹏汽车","text":"看好小鹏汽车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330494534","repostId":"1148104883","repostType":2,"repost":{"id":"1148104883","pubTimestamp":1608628993,"share":"https://www.laohu8.com/m/news/1148104883?lang=&edition=full","pubTime":"2020-12-22 17:23","market":"us","language":"zh","title":"小鹏G3海外交付、理想销量破3万，但三剑客何时能盈利？","url":"https://stock-news.laohu8.com/highlight/detail?id=1148104883","media":"36氪","summary":"近日，理想累计交付量突破3万辆，自正式交付以来用时12个月零14天，成为首款车型最快交付3万辆的造车新势力公司。同时，加上11月，理想ONE已连续3个月成为中国新能源SUV销量第一名。\n小鹏宣布G3正","content":"<p>近日，理想累计交付量突破3万辆，自正式交付以来用时12个月零14天，成为首款车型最快交付3万辆的造车新势力公司。同时，加上11月，理想ONE已连续3个月成为中<a href=\"https://laohu8.com/S/600617\">国新能源</a>SUV销量第一名。</p>\n<p>小鹏宣布G3正式开启海外交付，首批向挪威市场出口的一百辆g3<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>纯电suv已向分布于挪威28个城镇的用户交付，成为了首个出海的造车新势力。</p>\n<p>或受上述消息影响，12月21日美股收盘，理想涨逾3%，小鹏涨逾1%。</p>\n<p>从种种迹象来看，在一系列利好政策的推动下，三大造车新势力似乎已在今年逾越了“寒冬”。</p>\n<p><b>首先，股价飙涨。</b>年内，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>股价累计上涨逾1000%；理想累计上涨近100%；小鹏涨超120%。</p>\n<p>同时，<b>毛利率均实现转正。</b>今年二季度，蔚来毛利率转正为9.7%；今年三季度，小鹏毛利率转正为4.6%；去年四季度，理想的毛利率就是正值，为0.5%。</p>\n<p>尽管如此，三家车企的<b>盈利难题依旧尚未解决</b>。今年三季度，蔚来亏损10.47亿元（人民币，下同）；理想亏损1.07亿元；小鹏亏损11.49亿元。</p>\n<p>但今非昔比的是，<b>三家车企似乎都拥有了更强的融资能力，以对抗亏损现状。</b></p>\n<p>截至今年9月底，蔚来的现金及现金等价物，受限制现金和短期投资达222亿元；小鹏有近200亿元；理想达189亿元。</p>\n<p>此外，理想、小鹏、蔚来还于近期先后宣布股票增发，其中小鹏创下中概史上最大规模首次股票增发，拟募资21.6亿美元。</p>","source":"36kr_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>小鹏G3海外交付、理想销量破3万，但三剑客何时能盈利？</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小鹏G3海外交付、理想销量破3万，但三剑客何时能盈利？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-22 17:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1021623417160456><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，理想累计交付量突破3万辆，自正式交付以来用时12个月零14天，成为首款车型最快交付3万辆的造车新势力公司。同时，加上11月，理想ONE已连续3个月成为中国新能源SUV销量第一名。\n小鹏宣布G3正式开启海外交付，首批向挪威市场出口的一百辆g3智能纯电suv已向分布于挪威28个城镇的用户交付，成为了首个出海的造车新势力。\n或受上述消息影响，12月21日美股收盘，理想涨逾3%，小鹏涨逾1%。\n从...</p>\n\n<a href=\"https://36kr.com/p/1021623417160456\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"https://36kr.com/p/1021623417160456","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148104883","content_text":"近日，理想累计交付量突破3万辆，自正式交付以来用时12个月零14天，成为首款车型最快交付3万辆的造车新势力公司。同时，加上11月，理想ONE已连续3个月成为中国新能源SUV销量第一名。\n小鹏宣布G3正式开启海外交付，首批向挪威市场出口的一百辆g3智能纯电suv已向分布于挪威28个城镇的用户交付，成为了首个出海的造车新势力。\n或受上述消息影响，12月21日美股收盘，理想涨逾3%，小鹏涨逾1%。\n从种种迹象来看，在一系列利好政策的推动下，三大造车新势力似乎已在今年逾越了“寒冬”。\n首先，股价飙涨。年内，蔚来股价累计上涨逾1000%；理想累计上涨近100%；小鹏涨超120%。\n同时，毛利率均实现转正。今年二季度，蔚来毛利率转正为9.7%；今年三季度，小鹏毛利率转正为4.6%；去年四季度，理想的毛利率就是正值，为0.5%。\n尽管如此，三家车企的盈利难题依旧尚未解决。今年三季度，蔚来亏损10.47亿元（人民币，下同）；理想亏损1.07亿元；小鹏亏损11.49亿元。\n但今非昔比的是，三家车企似乎都拥有了更强的融资能力，以对抗亏损现状。\n截至今年9月底，蔚来的现金及现金等价物，受限制现金和短期投资达222亿元；小鹏有近200亿元；理想达189亿元。\n此外，理想、小鹏、蔚来还于近期先后宣布股票增发，其中小鹏创下中概史上最大规模首次股票增发，拟募资21.6亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268394,"gmtCreate":1536943161347,"gmtModify":1704773621048,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"$趣头条(QTT)$流动盘太少了，才2.25亿美元","listText":"$趣头条(QTT)$流动盘太少了，才2.25亿美元","text":"$趣头条(QTT)$流动盘太少了，才2.25亿美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/268394","isVote":1,"tweetType":1,"viewCount":2310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3438592868053677","authorId":"3438592868053677","name":"天地会会员韦小宝","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3438592868053677","authorIdStr":"3438592868053677"},"content":"你这意思要跌要涨？","text":"你这意思要跌要涨？","html":"你这意思要跌要涨？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247436,"gmtCreate":1534861505424,"gmtModify":1704770932656,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"$华润啤酒(00291)$我虽然是雪花的忠实用户，但是这个估值还是有点高的感觉。","listText":"$华润啤酒(00291)$我虽然是雪花的忠实用户，但是这个估值还是有点高的感觉。","text":"$华润啤酒(00291)$我虽然是雪花的忠实用户，但是这个估值还是有点高的感觉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/247436","isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197459,"gmtCreate":1527944245902,"gmtModify":1704894025159,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"htmlText":"$华米科技(HMI)$短期有点想跑的感觉，长期来看，太便宜","listText":"$华米科技(HMI)$短期有点想跑的感觉，长期来看，太便宜","text":"$华米科技(HMI)$短期有点想跑的感觉，长期来看，太便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/197459","isVote":1,"tweetType":1,"viewCount":2550,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"80597303761624","authorId":"80597303761624","name":"太平洋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"80597303761624","authorIdStr":"80597303761624"},"content":"小米系的产品长期来看，会被其他品牌干掉","text":"小米系的产品长期来看，会被其他品牌干掉","html":"小米系的产品长期来看，会被其他品牌干掉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194659,"gmtCreate":1527256578751,"gmtModify":1704893645990,"author":{"id":"3478156601623718","authorId":"3478156601623718","name":"哈哈楼阁","avatar":"https://static.laohu8.com/514cc2baf0838fac1952666793b8057a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478156601623718","authorIdStr":"3478156601623718"},"themes":[],"title":"潜力股同志们","htmlText":"$华米科技(HMI)$ 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