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红火谈股论金
08-28
boss的股价,完全可以再硬点
$BOSS直聘(BZ)$
红火谈股论金
06-21
$复星国际(00656)$
有能耐你拉起来啊
红火谈股论金
06-03
看来市场对出售德国HAL股权的评价还是不错的
$复星国际(00656)$
红火谈股论金
05-15
从阿里本地生活集团的财报来看,不仅收入增长显著,而且亏损大幅缩减,这说明了企业在优化经营效率和扩大市场份额方面做出了明智的决策。值得关注的是,这种改善是在三年的持续努力下实现的,体现了企业长期战略规划的成果。
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
@Patrick波波:阿里FY2024财报解读: 本地生活年收入来到600亿level
红火谈股论金
04-25
市场情绪有点低迷,不过敷尔佳的基本面还是很强,我打算加仓,赌它一个反弹。
$敷尔佳(301371)$
@华尔街财评:一年卖10个亿:敷尔佳透明质酸钠贴火爆的背后
红火谈股论金
04-15
车车科技不仅是蔚小理的汽车服务商,还和人太平这些大保险公司有合作,看了下背景,在2014年就进入了保险科技这个赛道,纵观整条产品线和商业模式,也算保险科技圈的老炮儿了吧
$车车科技(CCG)$
红火谈股论金
2023-10-09
$纽顿集团(NWTN)$
家人们这是真的么,我朋友跟我说纽顿Rabdan One在当地颇受欢迎,尊嘟假嘟?
红火谈股论金
2023-08-31
$联想控股(03396)$
在投资道路上的摸索,围绕价值前行的联想控股,持续不断创新,影响对手的同时也在不断的强化企业原有价值。
红火谈股论金
2023-06-07
$途牛(TOUR)$
今晚还有机会上车吗?
红火谈股论金
2023-06-07
$Faraday Future(FFIE)$
看今晚的表现了
红火谈股论金
2023-05-18
要知道,云计算,行业面临的是十年起的盈利周期、复杂度高且外部环境变化快的盈利模式,也就是说,前十年不挣钱是常态。比如,阿里云13年才实现首次盈利;谷歌云业务自从 2008 年推出以来一直处于亏损状态,直到2023年第一季度才终于首次实现盈利,历时15年。
@散户研究所:百度智能云实现盈利!李彦宏认为人工智能会创造更多新工作岗位
红火谈股论金
2023-05-15
$苹果(AAPL)$
不懂就问新款电子设备啥时候出?
红火谈股论金
2022-11-03
目前可以说是大盘调整的问题,正是吸筹阶段
$康希诺生物(06185)$
@博科园投资:康希诺吸入用新冠疫苗在江苏十三个城市陆续开启接种
红火谈股论金
2022-11-03
$康希诺生物(06185)$
$康希诺(688185)$
你要是看不到利好因素,那是真没办法
红火谈股论金
2022-08-10
$联想集团(00992)$
业绩一直都是在增长,联想集团的业务能力与竞争的优势已经得到了客户和市场的认可,保持自身快速发展我相信很快又能达到另一个高度。
红火谈股论金
2022-08-08
$联想集团(00992)$
前两天联想集团发布了12.5亿美元ESG债券,我分析在当下发布绿色债券的原因无非两点,一是顺应全球低碳转型以及“双碳”目标实现,二是联想投身ESG领域十多年后的里程碑式实践。这不仅支持了要在2050年实现净零排放的愿景,同时也能进一步完善企业内部绿色以及可持续管治,实现自身的基业长青。
红火谈股论金
2022-08-03
看到一个有意思的榜单,联想集团被评为中国企业中最具全球化价值的企业之一,不仅是消费电子领域排名最高的公司之一,也是高科技制造企业中最具全球价值的企业,个人觉得很中肯,联想集团的国际影响力正在持续上升。
$联想集团(00992)$
红火谈股论金
2022-07-19
$联想集团(00992)$
联想集团ESG动作不断,首个零碳工厂、率先开始航运减排,看来是瞄准了ESG这个黄金赛道了。
红火谈股论金
2022-07-01
$联想集团(00992)$
当前联想集团正处于历史盈利能力最强、净利润增长动力最旺盛的阶段,但与之背离的是核心估值指标水平处在历史最低,求问,现在是投资联想集团的最佳时机吗?
红火谈股论金
2022-06-14
$联想集团(00992)$
数字经济时代,算力是不折不扣的竞争焦点,联想集团、浪潮等都是头部的大玩家,也会分得更多的红利。
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</a>有能耐你拉起来啊","text":"$复星国际(00656)$ 有能耐你拉起来啊","images":[{"img":"https://static.tigerbbs.com/2926644255b78c1ef9eacbc9121f2d0f","width":"337","height":"491"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319177521004624","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":312767554576496,"gmtCreate":1717393399404,"gmtModify":1717393400924,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119138627492","authorIdStr":"3545119138627492"},"themes":[],"htmlText":"看来市场对出售德国HAL股权的评价还是不错的<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>","listText":"看来市场对出售德国HAL股权的评价还是不错的<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>","text":"看来市场对出售德国HAL股权的评价还是不错的$复星国际(00656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312767554576496","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306059770282080,"gmtCreate":1715756338179,"gmtModify":1715756340112,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119138627492","authorIdStr":"3545119138627492"},"themes":[],"htmlText":"从阿里本地生活集团的财报来看,不仅收入增长显著,而且亏损大幅缩减,这说明了企业在优化经营效率和扩大市场份额方面做出了明智的决策。值得关注的是,这种改善是在三年的持续努力下实现的,体现了企业长期战略规划的成果。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>","listText":"从阿里本地生活集团的财报来看,不仅收入增长显著,而且亏损大幅缩减,这说明了企业在优化经营效率和扩大市场份额方面做出了明智的决策。值得关注的是,这种改善是在三年的持续努力下实现的,体现了企业长期战略规划的成果。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>","text":"从阿里本地生活集团的财报来看,不仅收入增长显著,而且亏损大幅缩减,这说明了企业在优化经营效率和扩大市场份额方面做出了明智的决策。值得关注的是,这种改善是在三年的持续努力下实现的,体现了企业长期战略规划的成果。$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306059770282080","repostId":"306057471791392","repostType":1,"repost":{"id":306057471791392,"gmtCreate":1715755741527,"gmtModify":1715760389384,"author":{"id":"3536788665288456","authorId":"3536788665288456","name":"Patrick波波","avatar":"https://static.tigerbbs.com/b106b0e98b3ae9ddc6740fb237655761","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536788665288456","authorIdStr":"3536788665288456"},"themes":[],"title":"阿里FY2024财报解读: 本地生活年收入来到600亿level","htmlText":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","listText":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","text":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","images":[{"img":"https://static.tigerbbs.com/d49155dc8138c0d25cca256c9db80119","width":"831","height":"567"},{"img":"https://static.tigerbbs.com/e73fda7b35ae70059479337526ec903a","width":"831","height":"416"},{"img":"https://static.tigerbbs.com/bd191d580dbab83b3de02f1aa6caf39b","width":"830","height":"554"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306057471791392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299070431707336,"gmtCreate":1714025874797,"gmtModify":1714025876195,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119138627492","authorIdStr":"3545119138627492"},"themes":[],"htmlText":"市场情绪有点低迷,不过敷尔佳的基本面还是很强,我打算加仓,赌它一个反弹。<a target=\"_blank\" href=\"https://laohu8.com/S/301371\">$敷尔佳(301371)$ </a>","listText":"市场情绪有点低迷,不过敷尔佳的基本面还是很强,我打算加仓,赌它一个反弹。<a target=\"_blank\" href=\"https://laohu8.com/S/301371\">$敷尔佳(301371)$ </a>","text":"市场情绪有点低迷,不过敷尔佳的基本面还是很强,我打算加仓,赌它一个反弹。$敷尔佳(301371)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299070431707336","repostId":"299060844769576","repostType":1,"repost":{"id":299060844769576,"gmtCreate":1714023657287,"gmtModify":1714024410653,"author":{"id":"4142468230463250","authorId":"4142468230463250","name":"华尔街财评","avatar":"https://static.tigerbbs.com/9569619229d27628e4e8b8c0b82b496d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142468230463250","authorIdStr":"4142468230463250"},"themes":[],"title":"一年卖10个亿:敷尔佳透明质酸钠贴火爆的背后","htmlText":"2014年,一位名叫张立国的药剂师,完成了“医用透明质酸钠修复贴”产品的研发。当时,他并没有想到,日后十年,这样的一小片贴膜,会彻底引爆中国护肤品市场。 这个“医用透明质酸钠修复贴”,是国内第一批获准上市的透明质酸钠成分的Ⅱ类医用敷料贴类产品。张立国将其注册商标,命名为:敷尔佳。 刚刚过去的2023年,是国货美妆品牌的爆发之年。2023年1-11月,抖音护肤TOP20榜里,国货强势占据11席。此外,在2024年的“三八节”表现来看,国货品牌也表现亮眼,并且在其中,玻尿酸类的品牌,增长明显较高。 敷尔佳,也正在这样的行业大背景下快速成长,并于2023年8月登上资本市场,成为“医用敷料第一股”。 一、透明质酸钠材料:女人的生意,火爆的市场 在国货爆发、透明质酸钠增长的背后,是一条容易诞生超级大单品的赛道:功能性护肤。 2015年左右,功能性护肤品才在国内真正崛起。这个赛道,成长速度较快,诞生了一个又一个重磅IPO,包括贝泰妮、华熙生物、巨子生物等,敷尔佳,也是其中之一。 图:护肤品行业增速 来源:弗若斯特沙利文 皮肤护理类产品,按产品形态,可以分为注射、敷料、面膜三大类,敷尔佳主要涉及的是敷料、面膜。 2017-2021年,医用敷料的市场规模达到25.9亿,年化增速为40%。据弗若斯特沙利文预计,2022-2027年市场规模增速达到23.1%。其中,轻医美用户人群增长,以及用户对于功能性护肤的偏好,是行业增长的核心驱动。 我们分别来看这两大增长驱因素: 轻医美——用户规模上行,贴式敷料用户渗透率持续提升。据艾媒咨询数据,2016年至2020年间轻医美用户规模不断增长,2020年用户规模达1520万。2023年,我国轻医美市场用户规模超过2000万人,较2020年增长55%。。消费者在光电/注射类项目过后,通常需要早晚敷医用面膜进行修复,轻医美用户的规模快速增长较大程度拉动了贴式","listText":"2014年,一位名叫张立国的药剂师,完成了“医用透明质酸钠修复贴”产品的研发。当时,他并没有想到,日后十年,这样的一小片贴膜,会彻底引爆中国护肤品市场。 这个“医用透明质酸钠修复贴”,是国内第一批获准上市的透明质酸钠成分的Ⅱ类医用敷料贴类产品。张立国将其注册商标,命名为:敷尔佳。 刚刚过去的2023年,是国货美妆品牌的爆发之年。2023年1-11月,抖音护肤TOP20榜里,国货强势占据11席。此外,在2024年的“三八节”表现来看,国货品牌也表现亮眼,并且在其中,玻尿酸类的品牌,增长明显较高。 敷尔佳,也正在这样的行业大背景下快速成长,并于2023年8月登上资本市场,成为“医用敷料第一股”。 一、透明质酸钠材料:女人的生意,火爆的市场 在国货爆发、透明质酸钠增长的背后,是一条容易诞生超级大单品的赛道:功能性护肤。 2015年左右,功能性护肤品才在国内真正崛起。这个赛道,成长速度较快,诞生了一个又一个重磅IPO,包括贝泰妮、华熙生物、巨子生物等,敷尔佳,也是其中之一。 图:护肤品行业增速 来源:弗若斯特沙利文 皮肤护理类产品,按产品形态,可以分为注射、敷料、面膜三大类,敷尔佳主要涉及的是敷料、面膜。 2017-2021年,医用敷料的市场规模达到25.9亿,年化增速为40%。据弗若斯特沙利文预计,2022-2027年市场规模增速达到23.1%。其中,轻医美用户人群增长,以及用户对于功能性护肤的偏好,是行业增长的核心驱动。 我们分别来看这两大增长驱因素: 轻医美——用户规模上行,贴式敷料用户渗透率持续提升。据艾媒咨询数据,2016年至2020年间轻医美用户规模不断增长,2020年用户规模达1520万。2023年,我国轻医美市场用户规模超过2000万人,较2020年增长55%。。消费者在光电/注射类项目过后,通常需要早晚敷医用面膜进行修复,轻医美用户的规模快速增长较大程度拉动了贴式","text":"2014年,一位名叫张立国的药剂师,完成了“医用透明质酸钠修复贴”产品的研发。当时,他并没有想到,日后十年,这样的一小片贴膜,会彻底引爆中国护肤品市场。 这个“医用透明质酸钠修复贴”,是国内第一批获准上市的透明质酸钠成分的Ⅱ类医用敷料贴类产品。张立国将其注册商标,命名为:敷尔佳。 刚刚过去的2023年,是国货美妆品牌的爆发之年。2023年1-11月,抖音护肤TOP20榜里,国货强势占据11席。此外,在2024年的“三八节”表现来看,国货品牌也表现亮眼,并且在其中,玻尿酸类的品牌,增长明显较高。 敷尔佳,也正在这样的行业大背景下快速成长,并于2023年8月登上资本市场,成为“医用敷料第一股”。 一、透明质酸钠材料:女人的生意,火爆的市场 在国货爆发、透明质酸钠增长的背后,是一条容易诞生超级大单品的赛道:功能性护肤。 2015年左右,功能性护肤品才在国内真正崛起。这个赛道,成长速度较快,诞生了一个又一个重磅IPO,包括贝泰妮、华熙生物、巨子生物等,敷尔佳,也是其中之一。 图:护肤品行业增速 来源:弗若斯特沙利文 皮肤护理类产品,按产品形态,可以分为注射、敷料、面膜三大类,敷尔佳主要涉及的是敷料、面膜。 2017-2021年,医用敷料的市场规模达到25.9亿,年化增速为40%。据弗若斯特沙利文预计,2022-2027年市场规模增速达到23.1%。其中,轻医美用户人群增长,以及用户对于功能性护肤的偏好,是行业增长的核心驱动。 我们分别来看这两大增长驱因素: 轻医美——用户规模上行,贴式敷料用户渗透率持续提升。据艾媒咨询数据,2016年至2020年间轻医美用户规模不断增长,2020年用户规模达1520万。2023年,我国轻医美市场用户规模超过2000万人,较2020年增长55%。。消费者在光电/注射类项目过后,通常需要早晚敷医用面膜进行修复,轻医美用户的规模快速增长较大程度拉动了贴式","images":[{"img":"https://static.tigerbbs.com/8ea688c9daf3f74cbdda25f32b23f0ec","width":"722","height":"742"},{"img":"https://static.tigerbbs.com/3723c6c0ac45975dda109b6266b34323","width":"530","height":"739"},{"img":"https://static.tigerbbs.com/ac2b6bc40def4c50f11a1b31eff5a698","width":"626","height":"264"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299060844769576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295484224532736,"gmtCreate":1713152789668,"gmtModify":1713152791473,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119138627492","authorIdStr":"3545119138627492"},"themes":[],"htmlText":"车车科技不仅是蔚小理的汽车服务商,还和人太平这些大保险公司有合作,看了下背景,在2014年就进入了保险科技这个赛道,纵观整条产品线和商业模式,也算保险科技圈的老炮儿了吧<a 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</a>","text":"车车科技不仅是蔚小理的汽车服务商,还和人太平这些大保险公司有合作,看了下背景,在2014年就进入了保险科技这个赛道,纵观整条产品线和商业模式,也算保险科技圈的老炮儿了吧$车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295484224532736","isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":228636288393400,"gmtCreate":1696859316121,"gmtModify":1696859317527,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119138627492","authorIdStr":"3545119138627492"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NWTN\">$纽顿集团(NWTN)$ </a>家人们这是真的么,我朋友跟我说纽顿Rabdan One在当地颇受欢迎,尊嘟假嘟?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NWTN\">$纽顿集团(NWTN)$ </a>家人们这是真的么,我朋友跟我说纽顿Rabdan 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我个人认为这是李彦宏在天津演讲中最受启发的一句话,诚如李彦宏所讲,对人类最危险最不可持续的事情,就是关掉创新引擎,不发明不创造不进步,才是人类最大的威胁。这一点上我和Robin的看法保持一致,人工智能的出现,不会让工作机会减少,甚至有可能引发下一次工业革命。人工智能的进步不仅是大时代的趋势,也是推动时代进步的主要推手。 人工智能早就已经深深扎根于我们的日常生活,在这种大趋势、大行情的潮流下多家公司也相继发布2023年的一季报。5月16日百度发布了截至2023年3月31日的第一季度未经审计的财务报告。从报告中我们不难发现一季度百度实现营收311亿元,同比增长10%;归属百度的净利润(non-GAAP)达到57亿元,同比大幅增长48%。百度智能云在本季度实现了盈利(non-GAAP)。营收、利润双双超预期。 智能云盈利,钱景可期 众所周知,智能云的研发不仅需要巨量的数据做支撑,还需要过硬的技术,所以前期的投入成本大到不可估量,无论是阿里云、谷歌云、还是微软,最开始做智能云的时候也都是亏钱的,好在拨开乌云终于见到月明,百度在这一季度实现了智能云首次盈利。你以为这样就结束了?这对百度来说不过才刚刚开始,毕竟智能云在百度业务里只是占了很小的一个分支。 百度的业务主要分为三大板块:一是以移动生态业务为主的成熟业务,包括百度App、百度搜索、百度百科、百度知道、百度贴吧、百度文库等;二是以云计算为基础,以AI为抓手的智能云服务,包括百度智能云、个人云等;三是以自动驾驶及其他引领行业的业务,主要包括百度Apollo、小度等。其中智能云Q1的增长速度相较于去年Q4的增长速度有所提升。 在我看来这三大业务板块中,移动生态业务是百度的基本盘,也是目前的主要盈利来源之一。在移动生态业务中,百度的App产品在用户规模和使用时长方面都处于行","listText":"人工智能不会让工作机会减少,会带来全球经济的下一个增长奇迹。 我个人认为这是李彦宏在天津演讲中最受启发的一句话,诚如李彦宏所讲,对人类最危险最不可持续的事情,就是关掉创新引擎,不发明不创造不进步,才是人类最大的威胁。这一点上我和Robin的看法保持一致,人工智能的出现,不会让工作机会减少,甚至有可能引发下一次工业革命。人工智能的进步不仅是大时代的趋势,也是推动时代进步的主要推手。 人工智能早就已经深深扎根于我们的日常生活,在这种大趋势、大行情的潮流下多家公司也相继发布2023年的一季报。5月16日百度发布了截至2023年3月31日的第一季度未经审计的财务报告。从报告中我们不难发现一季度百度实现营收311亿元,同比增长10%;归属百度的净利润(non-GAAP)达到57亿元,同比大幅增长48%。百度智能云在本季度实现了盈利(non-GAAP)。营收、利润双双超预期。 智能云盈利,钱景可期 众所周知,智能云的研发不仅需要巨量的数据做支撑,还需要过硬的技术,所以前期的投入成本大到不可估量,无论是阿里云、谷歌云、还是微软,最开始做智能云的时候也都是亏钱的,好在拨开乌云终于见到月明,百度在这一季度实现了智能云首次盈利。你以为这样就结束了?这对百度来说不过才刚刚开始,毕竟智能云在百度业务里只是占了很小的一个分支。 百度的业务主要分为三大板块:一是以移动生态业务为主的成熟业务,包括百度App、百度搜索、百度百科、百度知道、百度贴吧、百度文库等;二是以云计算为基础,以AI为抓手的智能云服务,包括百度智能云、个人云等;三是以自动驾驶及其他引领行业的业务,主要包括百度Apollo、小度等。其中智能云Q1的增长速度相较于去年Q4的增长速度有所提升。 在我看来这三大业务板块中,移动生态业务是百度的基本盘,也是目前的主要盈利来源之一。在移动生态业务中,百度的App产品在用户规模和使用时长方面都处于行","text":"人工智能不会让工作机会减少,会带来全球经济的下一个增长奇迹。 我个人认为这是李彦宏在天津演讲中最受启发的一句话,诚如李彦宏所讲,对人类最危险最不可持续的事情,就是关掉创新引擎,不发明不创造不进步,才是人类最大的威胁。这一点上我和Robin的看法保持一致,人工智能的出现,不会让工作机会减少,甚至有可能引发下一次工业革命。人工智能的进步不仅是大时代的趋势,也是推动时代进步的主要推手。 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href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>前两天联想集团发布了12.5亿美元ESG债券,我分析在当下发布绿色债券的原因无非两点,一是顺应全球低碳转型以及“双碳”目标实现,二是联想投身ESG领域十多年后的里程碑式实践。这不仅支持了要在2050年实现净零排放的愿景,同时也能进一步完善企业内部绿色以及可持续管治,实现自身的基业长青。","text":"$联想集团(00992)$前两天联想集团发布了12.5亿美元ESG债券,我分析在当下发布绿色债券的原因无非两点,一是顺应全球低碳转型以及“双碳”目标实现,二是联想投身ESG领域十多年后的里程碑式实践。这不仅支持了要在2050年实现净零排放的愿景,同时也能进一步完善企业内部绿色以及可持续管治,实现自身的基业长青。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685449442","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685132093,"gmtCreate":1659491490915,"gmtModify":1659491490915,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119138627492","authorIdStr":"3545119138627492"},"themes":[],"htmlText":"看到一个有意思的榜单,联想集团被评为中国企业中最具全球化价值的企业之一,不仅是消费电子领域排名最高的公司之一,也是高科技制造企业中最具全球价值的企业,个人觉得很中肯,联想集团的国际影响力正在持续上升。<a 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href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"看到一个有意思的榜单,联想集团被评为中国企业中最具全球化价值的企业之一,不仅是消费电子领域排名最高的公司之一,也是高科技制造企业中最具全球价值的企业,个人觉得很中肯,联想集团的国际影响力正在持续上升。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685132093","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686166347,"gmtCreate":1658197466693,"gmtModify":1704869182574,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545119138627492","authorIdStr":"3545119138627492"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>联想集团ESG动作不断,首个零碳工厂、率先开始航运减排,看来是瞄准了ESG这个黄金赛道了。","listText":"<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>看今晚的表现了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>看今晚的表现了","text":"$Faraday Future(FFIE)$ 看今晚的表现了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/184749605040296","isVote":1,"tweetType":1,"viewCount":2885,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3453724122599922","authorId":"3453724122599922","name":"小达达","avatar":"https://static.tigerbbs.com/ad155c3cef2890ebf63ef8e6adb8f460","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3453724122599922","idStr":"3453724122599922"},"content":"有可能50个点么?","text":"有可能50个点么?","html":"有可能50个点么?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898228406,"gmtCreate":1628502762205,"gmtModify":1628502762205,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119138627492","idStr":"3545119138627492"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 大家觉得中概股调整到位了吗?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 大家觉得中概股调整到位了吗?","text":"$趣头条(QTT)$$理想汽车(LI)$$小鹏汽车(XPEV)$ 大家觉得中概股调整到位了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898228406","repostId":"807000240","repostType":1,"repost":{"id":807000240,"gmtCreate":1627985323080,"gmtModify":1716217877468,"author":{"id":"3579218299850047","authorId":"3579218299850047","name":"调研邦","avatar":"https://static.tigerbbs.com/379b595182704493bbd9e3ed4a645cb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579218299850047","idStr":"3579218299850047"},"themes":[],"title":"美股盘前|中概科网股走高,理想小鹏涨超 4%,蔚来 7 月交付量落后","htmlText":"终于要来了,8 月第一周将引爆中概股行情?年内互联网大厂股价回落甚多,业绩报告可否成为股价止跌转折点?互联网巨头阿里巴巴成绩可否让投资者满意?美股要闻1、新东方、好未来取消第四财季业绩发布和 8 月 2 日的董事会会议。2、2021 年 Q2 营收 10.4 亿欧元,净利润 2.06 亿欧元;第二季度每股盈利 1.11 欧元,去年同期 0.05 欧元。第二季度交付 2685 辆汽车,去年同期交付 1389 辆。3、东南亚最大线上叫车、美食外送平台 Grab:第一季度净亏损 6.52 亿美元,去年同期亏损 7.71 亿美元。第一季度 GMV36 亿美元,同比增长 5%。4、【台积电南科 18a 厂今日陆续复产 估计晚间可全数恢复】据台湾经济日报,台积电 18a 厂受氧气槽污染,经约 3 个工作天清理,今日上午逐步复产,不过根据供应商讯息,由于公司对整个制程恢复作业相当谨慎,今日上午才启动约 7% 的产能,经检测制程彻底排污后,下午才逐步增加投片量,预估今日晚间投片量可恢复至九成,应该很快会全数恢复满载。5、【Square:第二季度净利润 2.04 亿美元,去年同期亏损 1100 万美元】Square(SQ.N):第二季度营收 46.8 亿美元,市场预期 50.9 亿美元;第二季度调整后 EBITDA 3.6 亿美元,市场预期 1.79 亿美元;第二季度总交易流水 428 亿美元,市场预期 368.2 亿美元;公司计划收购支付企业 AfterPay(AFTPF)。公司将在澳交所进行二次上市,以允许 Afterpay 股东购买本公司股票。6、【蔚来汽车:7 月交付量不足八千辆,环比 6 月下降】全新蔚来 ES8 交付 1,702 台,创下今年最好成绩;蔚来 ES6 交付 3,669 台,蔚来 EC6 交付 2,560 台。今年我们已累计交付 49,887 台,超去年全年交付量。7","listText":"终于要来了,8 月第一周将引爆中概股行情?年内互联网大厂股价回落甚多,业绩报告可否成为股价止跌转折点?互联网巨头阿里巴巴成绩可否让投资者满意?美股要闻1、新东方、好未来取消第四财季业绩发布和 8 月 2 日的董事会会议。2、2021 年 Q2 营收 10.4 亿欧元,净利润 2.06 亿欧元;第二季度每股盈利 1.11 欧元,去年同期 0.05 欧元。第二季度交付 2685 辆汽车,去年同期交付 1389 辆。3、东南亚最大线上叫车、美食外送平台 Grab:第一季度净亏损 6.52 亿美元,去年同期亏损 7.71 亿美元。第一季度 GMV36 亿美元,同比增长 5%。4、【台积电南科 18a 厂今日陆续复产 估计晚间可全数恢复】据台湾经济日报,台积电 18a 厂受氧气槽污染,经约 3 个工作天清理,今日上午逐步复产,不过根据供应商讯息,由于公司对整个制程恢复作业相当谨慎,今日上午才启动约 7% 的产能,经检测制程彻底排污后,下午才逐步增加投片量,预估今日晚间投片量可恢复至九成,应该很快会全数恢复满载。5、【Square:第二季度净利润 2.04 亿美元,去年同期亏损 1100 万美元】Square(SQ.N):第二季度营收 46.8 亿美元,市场预期 50.9 亿美元;第二季度调整后 EBITDA 3.6 亿美元,市场预期 1.79 亿美元;第二季度总交易流水 428 亿美元,市场预期 368.2 亿美元;公司计划收购支付企业 AfterPay(AFTPF)。公司将在澳交所进行二次上市,以允许 Afterpay 股东购买本公司股票。6、【蔚来汽车:7 月交付量不足八千辆,环比 6 月下降】全新蔚来 ES8 交付 1,702 台,创下今年最好成绩;蔚来 ES6 交付 3,669 台,蔚来 EC6 交付 2,560 台。今年我们已累计交付 49,887 台,超去年全年交付量。7","text":"终于要来了,8 月第一周将引爆中概股行情?年内互联网大厂股价回落甚多,业绩报告可否成为股价止跌转折点?互联网巨头阿里巴巴成绩可否让投资者满意?美股要闻1、新东方、好未来取消第四财季业绩发布和 8 月 2 日的董事会会议。2、2021 年 Q2 营收 10.4 亿欧元,净利润 2.06 亿欧元;第二季度每股盈利 1.11 欧元,去年同期 0.05 欧元。第二季度交付 2685 辆汽车,去年同期交付 1389 辆。3、东南亚最大线上叫车、美食外送平台 Grab:第一季度净亏损 6.52 亿美元,去年同期亏损 7.71 亿美元。第一季度 GMV36 亿美元,同比增长 5%。4、【台积电南科 18a 厂今日陆续复产 估计晚间可全数恢复】据台湾经济日报,台积电 18a 厂受氧气槽污染,经约 3 个工作天清理,今日上午逐步复产,不过根据供应商讯息,由于公司对整个制程恢复作业相当谨慎,今日上午才启动约 7% 的产能,经检测制程彻底排污后,下午才逐步增加投片量,预估今日晚间投片量可恢复至九成,应该很快会全数恢复满载。5、【Square:第二季度净利润 2.04 亿美元,去年同期亏损 1100 万美元】Square(SQ.N):第二季度营收 46.8 亿美元,市场预期 50.9 亿美元;第二季度调整后 EBITDA 3.6 亿美元,市场预期 1.79 亿美元;第二季度总交易流水 428 亿美元,市场预期 368.2 亿美元;公司计划收购支付企业 AfterPay(AFTPF)。公司将在澳交所进行二次上市,以允许 Afterpay 股东购买本公司股票。6、【蔚来汽车:7 月交付量不足八千辆,环比 6 月下降】全新蔚来 ES8 交付 1,702 台,创下今年最好成绩;蔚来 ES6 交付 3,669 台,蔚来 EC6 交付 2,560 台。今年我们已累计交付 49,887 台,超去年全年交付量。7","images":[{"img":"https://static.tigerbbs.com/9a0ed0c2fdad1bdc416ee7570ed7b11f","width":"688","height":"159"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807000240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331522709,"gmtCreate":1609731486701,"gmtModify":1703740077692,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119138627492","idStr":"3545119138627492"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 2021加油干~冲~","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 2021加油干~冲~","text":"$趣头条(QTT)$ 2021加油干~冲~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331522709","isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343317739417736,"gmtCreate":1724846916285,"gmtModify":1724846917696,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119138627492","idStr":"3545119138627492"},"themes":[],"htmlText":"boss的股价,完全可以再硬点<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>","listText":"boss的股价,完全可以再硬点<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>","text":"boss的股价,完全可以再硬点$BOSS直聘(BZ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/343317739417736","isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811510509,"gmtCreate":1630331651801,"gmtModify":1704958596644,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119138627492","idStr":"3545119138627492"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a> 长险护城河、数字化也发力很久了,希望不要辜负长期主义的守护者","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a> 长险护城河、数字化也发力很久了,希望不要辜负长期主义的守护者","text":"$慧择控股(HUIZ)$ 长险护城河、数字化也发力很久了,希望不要辜负长期主义的守护者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811510509","isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805412193,"gmtCreate":1627898426112,"gmtModify":1627898426112,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119138627492","idStr":"3545119138627492"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YMM\">$满帮(YMM)$</a> 中概股崛起~~~","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YMM\">$满帮(YMM)$</a> 中概股崛起~~~","text":"$万物新生(RERE)$$趣头条(QTT)$$满帮(YMM)$ 中概股崛起~~~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805412193","repostId":"805616957","repostType":1,"repost":{"id":805616957,"gmtCreate":1627875315579,"gmtModify":1627877174429,"author":{"id":"3579224066320058","authorId":"3579224066320058","name":"互金投研","avatar":"https://static.tigerbbs.com/a9a32f32212926a96b1c2d141f090d9f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579224066320058","idStr":"3579224066320058"},"themes":[],"title":"中国股市与中概股强力反弹","htmlText":"近期中国接连出台面向网络安全和校外培训等行业的监管政策,受市场情绪的影响,在美中概股连日重挫,A股及H股相关个股连带大盘指数从上周五开始连续下跌。7月28日晚间,新华社发表题为《中国股市热点观察》的文章,强调“行业监管政策有利于中国长远发展,中国对外开放的坚定决心没有改变。”当天美股热门中概股集体全力反弹大涨,市场气氛带动29日A股H股强势反弹回升。沪港深三地股市集体反弹新华社文章强调,无论是针对平台经济还是校外培训机构的监管政策,都是促进行业规范健康发展、维护网络数据安全和保障社会民生的重要举措,并非是针对相关行业的限制和打压,而是有利于经济社会长远发展。文章中还指出,可以肯定的是,证监会对企业选择上市地持开放态度,支持企业根据自身发展需要作出选择,支持企业依法合规利用两个市场、两种资源发展。文章发表时正值28日美股交易阶段,中概股开始猛烈上涨,此前受挫的教育中概股涨幅居前。其中,网易有道涨超30%,掌门教育涨超26%,高途涨超25%,第一高中教育涨超19%,好未来涨超16%,新东方涨超7%。全天纳斯达克金龙中国指数收涨9.3%。市场情绪在得到安抚后,29日早盘沪深两地股市集体爆发。截至收盘,上证综指大涨1.49%,报收3411.72点,创逾两个月最大单日幅。深证成指涨3.04%,收于14515.32点,创业板指涨5.32%报3459.72点。沪深两市合计成交12494亿元,北向资金净流入42.28亿元。代表高科技制造业的半导体、光刻胶等科技股集体大涨,并掀起了涨停潮。锂电池、稀土等板块亦大幅拉升。当天香港恒生指数亦大涨3.3%,以26315.32点收盘。连日大幅下跌的恒生科技指数大涨8%。之前因受监管政策影响而重挫的互联网个股集体大涨。股市波动实为情绪所扰29日早间的《经济日报》指出,A股回调让不少投资者始料未及。应该认识到,这种回调是市场情绪使然,并非是趋势性下降。市","listText":"近期中国接连出台面向网络安全和校外培训等行业的监管政策,受市场情绪的影响,在美中概股连日重挫,A股及H股相关个股连带大盘指数从上周五开始连续下跌。7月28日晚间,新华社发表题为《中国股市热点观察》的文章,强调“行业监管政策有利于中国长远发展,中国对外开放的坚定决心没有改变。”当天美股热门中概股集体全力反弹大涨,市场气氛带动29日A股H股强势反弹回升。沪港深三地股市集体反弹新华社文章强调,无论是针对平台经济还是校外培训机构的监管政策,都是促进行业规范健康发展、维护网络数据安全和保障社会民生的重要举措,并非是针对相关行业的限制和打压,而是有利于经济社会长远发展。文章中还指出,可以肯定的是,证监会对企业选择上市地持开放态度,支持企业根据自身发展需要作出选择,支持企业依法合规利用两个市场、两种资源发展。文章发表时正值28日美股交易阶段,中概股开始猛烈上涨,此前受挫的教育中概股涨幅居前。其中,网易有道涨超30%,掌门教育涨超26%,高途涨超25%,第一高中教育涨超19%,好未来涨超16%,新东方涨超7%。全天纳斯达克金龙中国指数收涨9.3%。市场情绪在得到安抚后,29日早盘沪深两地股市集体爆发。截至收盘,上证综指大涨1.49%,报收3411.72点,创逾两个月最大单日幅。深证成指涨3.04%,收于14515.32点,创业板指涨5.32%报3459.72点。沪深两市合计成交12494亿元,北向资金净流入42.28亿元。代表高科技制造业的半导体、光刻胶等科技股集体大涨,并掀起了涨停潮。锂电池、稀土等板块亦大幅拉升。当天香港恒生指数亦大涨3.3%,以26315.32点收盘。连日大幅下跌的恒生科技指数大涨8%。之前因受监管政策影响而重挫的互联网个股集体大涨。股市波动实为情绪所扰29日早间的《经济日报》指出,A股回调让不少投资者始料未及。应该认识到,这种回调是市场情绪使然,并非是趋势性下降。市","text":"近期中国接连出台面向网络安全和校外培训等行业的监管政策,受市场情绪的影响,在美中概股连日重挫,A股及H股相关个股连带大盘指数从上周五开始连续下跌。7月28日晚间,新华社发表题为《中国股市热点观察》的文章,强调“行业监管政策有利于中国长远发展,中国对外开放的坚定决心没有改变。”当天美股热门中概股集体全力反弹大涨,市场气氛带动29日A股H股强势反弹回升。沪港深三地股市集体反弹新华社文章强调,无论是针对平台经济还是校外培训机构的监管政策,都是促进行业规范健康发展、维护网络数据安全和保障社会民生的重要举措,并非是针对相关行业的限制和打压,而是有利于经济社会长远发展。文章中还指出,可以肯定的是,证监会对企业选择上市地持开放态度,支持企业根据自身发展需要作出选择,支持企业依法合规利用两个市场、两种资源发展。文章发表时正值28日美股交易阶段,中概股开始猛烈上涨,此前受挫的教育中概股涨幅居前。其中,网易有道涨超30%,掌门教育涨超26%,高途涨超25%,第一高中教育涨超19%,好未来涨超16%,新东方涨超7%。全天纳斯达克金龙中国指数收涨9.3%。市场情绪在得到安抚后,29日早盘沪深两地股市集体爆发。截至收盘,上证综指大涨1.49%,报收3411.72点,创逾两个月最大单日幅。深证成指涨3.04%,收于14515.32点,创业板指涨5.32%报3459.72点。沪深两市合计成交12494亿元,北向资金净流入42.28亿元。代表高科技制造业的半导体、光刻胶等科技股集体大涨,并掀起了涨停潮。锂电池、稀土等板块亦大幅拉升。当天香港恒生指数亦大涨3.3%,以26315.32点收盘。连日大幅下跌的恒生科技指数大涨8%。之前因受监管政策影响而重挫的互联网个股集体大涨。股市波动实为情绪所扰29日早间的《经济日报》指出,A股回调让不少投资者始料未及。应该认识到,这种回调是市场情绪使然,并非是趋势性下降。市","images":[{"img":"https://static.tigerbbs.com/35a03fc94335b859e35849bd9b6e176e","width":"640","height":"374"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805616957","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821495150,"gmtCreate":1633769050212,"gmtModify":1633769050212,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119138627492","idStr":"3545119138627492"},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 今晚继续保持上涨","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 今晚继续保持上涨","text":"$趣头条(QTT)$ 今晚继续保持上涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806046792","repostId":"808753296","repostType":1,"repost":{"id":808753296,"gmtCreate":1627612012715,"gmtModify":1627612314584,"author":{"id":"3545132133307291","authorId":"3545132133307291","name":"非必要不消废","avatar":"https://static.tigerbbs.com/5a5350496fec6204dd213847672ec9c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545132133307291","idStr":"3545132133307291"},"themes":[],"title":"道指失守35000点,新华社发文带动中概股疯狂拉升","htmlText":"图片来源@视觉中国 截至美国时间7月28日收盘,美国道琼斯指数下跌127.93点,跌幅0.36%,跌破了35000点;标普500指数下跌0.82点,报4400点;纳斯达克综合指数上涨102.1点,涨幅0.7%,报14762.58点。 与之相对的,在新华社发文谈及中国经济持续向好的基本面后,中概股在前几日集体跳水之后,包括教育股、区块链股和新能源汽车股都迎来了大幅度反弹。截至收盘,理想汽车上涨超17%,好未来涨超16%,拼多多涨超15%,哔哩哔哩涨超10%,阿里巴巴涨5.34%。 疫情、通胀对美国股市构成双重危机 据央视新闻,在美国经济面临通货膨胀和新冠肺炎疫情感染率上升的双重危机下,美联储当地时间7月28日表示,将继续维持超低利率。 联邦公开市场委员会(FOMC)公布7月货币政策会议决定时表示,美国经济已经朝着缩减量化宽松的目标取得了进展,但还不足以开始退出宽松政策。 尽管随着经济重新开放,美国人在经历了疫情的开支紧缩后重新恢复了支出,CPI增速达到了自2008年以来的最高水平。然而,新冠德尔塔变异株的扩散令投资者感到不安,担心这种病毒可能威胁经济复苏。经济学家也认为,目前德尔塔变异株的蔓延可能会影响今年下半年的经济增长。 也正因为此,美国的股市近期也处在波动上升之中。 在此前的7月23日、7月26日,美股三大指数连续创出历史新高,谷歌、Facebook、微软等巨头的股价纷纷创新高,苹果距离历史高位也仅剩一步之遥。 不过紧接着,7月28日,在美国几大互联网科技巨头发布财报、并晒出不错的成绩单后,美股市场依旧反应冷淡,这被认为是对未来几个季度缺乏乐观的预期。譬如,苹果在财报中就警告,全球缺芯所导致的供应链问题,或限制秋季iPhone和iPad的产量。 新华社发文稳定资本市场 与美股相反的是,在7月23日、7月26日两个交易日,中概股持续暴跌,而后7月28日反而出现拉升。 统计","listText":"图片来源@视觉中国 截至美国时间7月28日收盘,美国道琼斯指数下跌127.93点,跌幅0.36%,跌破了35000点;标普500指数下跌0.82点,报4400点;纳斯达克综合指数上涨102.1点,涨幅0.7%,报14762.58点。 与之相对的,在新华社发文谈及中国经济持续向好的基本面后,中概股在前几日集体跳水之后,包括教育股、区块链股和新能源汽车股都迎来了大幅度反弹。截至收盘,理想汽车上涨超17%,好未来涨超16%,拼多多涨超15%,哔哩哔哩涨超10%,阿里巴巴涨5.34%。 疫情、通胀对美国股市构成双重危机 据央视新闻,在美国经济面临通货膨胀和新冠肺炎疫情感染率上升的双重危机下,美联储当地时间7月28日表示,将继续维持超低利率。 联邦公开市场委员会(FOMC)公布7月货币政策会议决定时表示,美国经济已经朝着缩减量化宽松的目标取得了进展,但还不足以开始退出宽松政策。 尽管随着经济重新开放,美国人在经历了疫情的开支紧缩后重新恢复了支出,CPI增速达到了自2008年以来的最高水平。然而,新冠德尔塔变异株的扩散令投资者感到不安,担心这种病毒可能威胁经济复苏。经济学家也认为,目前德尔塔变异株的蔓延可能会影响今年下半年的经济增长。 也正因为此,美国的股市近期也处在波动上升之中。 在此前的7月23日、7月26日,美股三大指数连续创出历史新高,谷歌、Facebook、微软等巨头的股价纷纷创新高,苹果距离历史高位也仅剩一步之遥。 不过紧接着,7月28日,在美国几大互联网科技巨头发布财报、并晒出不错的成绩单后,美股市场依旧反应冷淡,这被认为是对未来几个季度缺乏乐观的预期。譬如,苹果在财报中就警告,全球缺芯所导致的供应链问题,或限制秋季iPhone和iPad的产量。 新华社发文稳定资本市场 与美股相反的是,在7月23日、7月26日两个交易日,中概股持续暴跌,而后7月28日反而出现拉升。 统计","text":"图片来源@视觉中国 截至美国时间7月28日收盘,美国道琼斯指数下跌127.93点,跌幅0.36%,跌破了35000点;标普500指数下跌0.82点,报4400点;纳斯达克综合指数上涨102.1点,涨幅0.7%,报14762.58点。 与之相对的,在新华社发文谈及中国经济持续向好的基本面后,中概股在前几日集体跳水之后,包括教育股、区块链股和新能源汽车股都迎来了大幅度反弹。截至收盘,理想汽车上涨超17%,好未来涨超16%,拼多多涨超15%,哔哩哔哩涨超10%,阿里巴巴涨5.34%。 疫情、通胀对美国股市构成双重危机 据央视新闻,在美国经济面临通货膨胀和新冠肺炎疫情感染率上升的双重危机下,美联储当地时间7月28日表示,将继续维持超低利率。 联邦公开市场委员会(FOMC)公布7月货币政策会议决定时表示,美国经济已经朝着缩减量化宽松的目标取得了进展,但还不足以开始退出宽松政策。 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统计","images":[{"img":"https://static.tigerbbs.com/b93f337bdcf124cd343a611af5a4f6e7","width":"688","height":"459"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808753296","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171550991,"gmtCreate":1626751766313,"gmtModify":1626751766313,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119138627492","idStr":"3545119138627492"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a> 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href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>市场短期不可预测,但长期却有规律可循。联想集团在面向B端的智能化转型服务方面的业务收入快速增长,其2021年第一季度全球服务器市场排名全球前三,目前来看,短期当前估值水平偏低于平台型科技公司,但我觉得联想值得拥有更高的估值。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>市场短期不可预测,但长期却有规律可循。联想集团在面向B端的智能化转型服务方面的业务收入快速增长,其2021年第一季度全球服务器市场排名全球前三,目前来看,短期当前估值水平偏低于平台型科技公司,但我觉得联想值得拥有更高的估值。","text":"$联想集团(00992)$市场短期不可预测,但长期却有规律可循。联想集团在面向B端的智能化转型服务方面的业务收入快速增长,其2021年第一季度全球服务器市场排名全球前三,目前来看,短期当前估值水平偏低于平台型科技公司,但我觉得联想值得拥有更高的估值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169952736","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323679862,"gmtCreate":1615340811256,"gmtModify":1703487584064,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119138627492","idStr":"3545119138627492"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 大盘渐稳个股开始回升!!!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 大盘渐稳个股开始回升!!!","text":"$趣头条(QTT)$ 大盘渐稳个股开始回升!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323679862","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312767554576496,"gmtCreate":1717393399404,"gmtModify":1717393400924,"author":{"id":"3545119138627492","authorId":"3545119138627492","name":"红火谈股论金","avatar":"https://static.tigerbbs.com/b8abf09e68d83de0918105ebdf0bd5cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545119138627492","idStr":"3545119138627492"},"themes":[],"htmlText":"看来市场对出售德国HAL股权的评价还是不错的<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>","listText":"看来市场对出售德国HAL股权的评价还是不错的<a 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