明星科网股升势强劲哔哩哔哩(09626)涨近4% 机构料中国互联网公司盈利能力增强趋势将持续

金吾财讯09-12

金吾财讯 | 明星科网股升势强劲，哔哩哔哩(09626)涨3.95%，美团(03690)涨3.69%，京东集团(09618)涨2.94%，阿里巴巴(09988)涨2.82%，网易(09999)涨2.26%，百度(09888)涨2.17%。消息面上，方正证券表示，24Q2互联网公司收入端基本符合预期持平，利润端大超预期。由于互联网平台公司的核心变现模式在电商、广告及销售产品，受宏观影响较大，当前整体经济尚在缓慢修复中，且腾讯、哔哩哔哩、心动公司等重点产品收入在24H1确认较少，24Q2各公司收入端基本符合预期，但在利润端，考虑到降本增效在平台公司的贯彻落实及互联网轻资产、高经营杠杆的商业模式，绝大部分公司利润端大幅超出一致预期。建银国际表示，建银国际发布中国互联网行业报告，该行覆盖的中国互联网公司大多公布了好于预期的2024年第二季度盈利，尽管收入仅符合或低于预期。该行预计盈利能力增强的趋势将在2024年剩余时间内持续下去，使互联网公司能够继续向股东回报。该行指，中国互联网行业目前的估值为12.6倍NTM市盈率和1.94倍NTM市盈率，分别低于长期平均值1.7和1.3个标准差。尽管该行认为这是一个有吸引力的估值，但在消费和经济活动缺乏明确且广泛的复苏趋势的情况下，该行没有看到即时催化剂。金吾财讯 |

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2466248899?lang=zh_CN&edition=full","thumbnail":"https://static.szfiu.com/news/20210810/ZTU4MTQyOTUwMTU0Mjk=.jpg","is_english":false,"pubTime":"2024-09-12 13:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2466248899","market":"sh","top_or_hot":-1,"title":"明星科网股升势强劲 哔哩哔哩(09626)涨近4% 机构料中国互联网公司盈利能力增强趋势将持续","media":"金吾财讯","content":"<html><body><p>金吾财讯 | 明星科网股升势强劲，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>(09626)涨3.95%，美团(03690)涨3.69%，京东集团(09618)涨2.94%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(09988)涨2.82%，<a href=\"https://laohu8.com/S/NTES\">网易</a>(09999)涨2.26%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>(09888)涨2.17%。消息面上，<a href=\"https://laohu8.com/S/601901\">方正证券</a>表示，24Q2互联网公司收入端基本符合预期持平，利润端大超预期。由于互联网平台公司的核心变现模式在电商、广告及销售产品，受宏观影响较大，当前整体经济尚在缓慢修复中，且<a href=\"https://laohu8.com/S/00700\">腾讯</a>、哔哩哔哩、<a href=\"https://laohu8.com/S/02400\">心动公司</a>等重点产品收入在24H1确认较少，24Q2各公司收入端基本符合预期，但在利润端，考虑到降本增效在平台公司的贯彻落实及互联网轻资产、高经营杠杆的商业模式，绝大部分公司利润端大幅超出一致预期。建银国际表示，建银国际发布中国互联网行业报告，该行覆盖的中国互联网公司大多公布了好于预期的2024年第二季度盈利，尽管收入仅符合或低于预期。该行预计盈利能力增强的趋势将在2024年剩余时间内持续下去，使互联网公司能够继续向股东回报。该行指，中国互联网行业目前的估值为12.6倍NTM市盈率和1.94倍NTM市盈率，分别低于长期平均值1.7和1.3个标准差。尽管该行认为这是一个有吸引力的估值，但在消费和经济活动缺乏明确且广泛的复苏趋势的情况下，该行没有看到即时催化剂。金吾财讯 | </p></body></html>","source":null,"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>明星科网股升势强劲 哔哩哔哩(09626)涨近4% 机构料中国互联网公司盈利能力增强趋势将持续</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明星科网股升势强劲 哔哩哔哩(09626)涨近4% 机构料中国互联网公司盈利能力增强趋势将持续\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-12 13:37 北京时间&nbsp;&nbsp;&nbsp;<a href=1944162><strong>金吾财讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 明星科网股升势强劲，哔哩哔哩(09626)涨3.95%，美团(03690)涨3.69%，京东集团(09618)涨2.94%，阿里巴巴(09988)涨2.82%，网易(09999)涨2.26%，百度(09888)涨2.17%。消息面上，方正证券表示，24Q2互联网公司收入端基本符合预期持平，利润端大超预期。由于互联网平台公司的核心变现模式在电商、广告及销售产品，受宏观影响较大，当前整体...</p>\n\n<a href=\"1944162\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4504","symbol_name":"桥水持仓","start_time":0,"source_url":"1944162","article_id":"2466248899","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20210810/ZTU4MTQyOTUwMTU0Mjk=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2466248899","pubTimestamp":1726119422,"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 明星科网股升势强劲，哔哩哔哩 涨3.95%，美团涨3.69%，京东集团涨2.94%，阿里巴巴涨2.82%，网易涨2.26%，百度涨2.17%。消息面上，方正证券表示，24Q2互联网公司收入端基本符合预期持平，利润端大超预期。建银国际表示，建银国际发布中国互联网行业报告，该行覆盖的中国互联网公司大多公布了好于预期的2024年第二季度盈利，尽管收入仅符合或低于预期。该行预计盈利能力增强的趋势将在2024年剩余时间内持续下去，使互联网公司能够继续向股东回报。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89618":"京东集团-SWR","89888":"百度集团-SWR","89988":"阿里巴巴-WR","159792":"互联网","160636":"互联网","BK4504":"桥水持仓","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","JD":"京东","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","09888":"百度集团-SW","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4563":"昨日强势股","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","09999":"网易-S","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","BK4554":"元宇宙及AR概念","BK1584":"蚂蚁金服概念","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BABA":"阿里巴巴","BK1589":"北水核心资产","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK1588":"回港中概股","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK4510":"在线教育","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","09988":"阿里巴巴-W","09618":"京东集团-SW","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","09626":"哔哩哔哩-W","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","BK4503":"景林资产持仓","BILI":"哔哩哔哩","BIDU":"百度","03690":"美团-W"},"translate_title":"Mingxing Internet stocks rose strongly Bilibili (09626) rose nearly 4%. Institutions expect the trend of increasing profitability of Chinese Internet companies to continue","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"89888":0.6,"89988":0.6,"159792":1,"160636":1,"09626":1,"BILI":1,"09999":0.9,"09618":0.7,"09888":0.7,"09988":0.7,"03690":0.7,"BABA":0.6,"BIDU":0.6,"JD":0.6},"content_text":"金吾财讯 | 明星科网股升势强劲，哔哩哔哩(09626)涨3.95%，美团(03690)涨3.69%，京东集团(09618)涨2.94%，阿里巴巴(09988)涨2.82%，网易(09999)涨2.26%，百度(09888)涨2.17%。消息面上，方正证券表示，24Q2互联网公司收入端基本符合预期持平，利润端大超预期。由于互联网平台公司的核心变现模式在电商、广告及销售产品，受宏观影响较大，当前整体经济尚在缓慢修复中，且腾讯、哔哩哔哩、心动公司等重点产品收入在24H1确认较少，24Q2各公司收入端基本符合预期，但在利润端，考虑到降本增效在平台公司的贯彻落实及互联网轻资产、高经营杠杆的商业模式，绝大部分公司利润端大幅超出一致预期。建银国际表示，建银国际发布中国互联网行业报告，该行覆盖的中国互联网公司大多公布了好于预期的2024年第二季度盈利，尽管收入仅符合或低于预期。该行预计盈利能力增强的趋势将在2024年剩余时间内持续下去，使互联网公司能够继续向股东回报。该行指，中国互联网行业目前的估值为12.6倍NTM市盈率和1.94倍NTM市盈率，分别低于长期平均值1.7和1.3个标准差。尽管该行认为这是一个有吸引力的估值，但在消费和经济活动缺乏明确且广泛的复苏趋势的情况下，该行没有看到即时催化剂。金吾财讯 |","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.0","shortVersion":"4.28.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2466248899"}