+关注
时间的玫瑰567
交易
IP属地:北京
93
关注
19
粉丝
3
主题
0
勋章
主贴
热门
时间的玫瑰567
01-06 15:49
$老铺黄金(06181)$
开仓
时间的玫瑰567
01-05
特斯拉涨的太多了 ywd机会更大
时间的玫瑰567
01-05
无脑打新 对标泡泡玛特40pe
时间的玫瑰567
01-05
$APP 20250131 345.0 PUT$
AI应用持续涨
时间的玫瑰567
2024-12-31
@MouInvestment
@小虎活动:【2024跨年有奖活动】来老虎音乐节,选出你最喜欢的股市金曲!
时间的玫瑰567
2024-09-16
[开心]
时间的玫瑰567
2024-06-14
$3倍做多20年期以上国债ETF-Direxion(TMF)$
时间的玫瑰567
2024-04-18
24.88w
时间的玫瑰567
2024-02-09
龙年吉祥
时间的玫瑰567
2022-12-08
$老虎证券(TIGR)$
香港,来了
时间的玫瑰567
2022-11-29
这篇文章不错,转发给大家看看
@小虎活动:小虎足球季火热开启!参与瓜分价值20万美元奖励
时间的玫瑰567
2022-02-14
Tik Tok
观点 | 腾讯的万亿美金市值逻辑
时间的玫瑰567
2020-05-06
$吉利汽车(00175)$
四月份同比正增长,牛逼
时间的玫瑰567
2020-04-01
明显是养活骑手了,佣金655亿,自己才赚几十亿,这得多大的慈善家啊
起底美团盈利根源:一年抽佣655.3亿元?
时间的玫瑰567
2020-03-18
$腾讯控股(00700)$
财报显然要对着股价来说才有意义啊,两年来股价低迷,现在增速反转,明显是好事啊
时间的玫瑰567
2020-03-18
为啥是报忧不报喜啊,财报看起来不错啊
腾讯2019年第四季度净利润215.8亿元,不及预期
时间的玫瑰567
2020-01-24
金鼠年来啦,我想祝虎友们发大财,秒变高富帅/白富美,争当人生赢家!
时间的玫瑰567
2019-11-13
$腾讯控股(00700)$ 游戏回暖,广告业务差不多触底,财报看起来还可以啊,Q4应该好不少
时间的玫瑰567
2018-10-09
$拼多多(PDD)$特大喜事,拼多多入住微信
时间的玫瑰567
2017-07-28
长达半年的对百度伏击
$百度(BIDU)$ 尽管我对百度伏击了长达半年时间,前几天已经all in了,但昨晚还是挺紧张的。重新查看了近十年的财报,判断出百度的以下几个情况: 1.基本面极其良好,市盈率 市净率 现金储备都处于中概股前列,仅次于网易 2.和搜索部门的同学聊过,百度搜索还处于绝对的领先优势,去年受魏则西影响太大了 3.百度外卖 o2o战略大幅度降低了补贴,人工智能的布局让获客成本大幅度下降 4.百度搞得信息流这个季度极大可能释放潜力 5.旗下爱艺奇会员数大涨,对其补贴下降6.人工智能的无人驾驶落地,下个季度展望 昨晚美股暴跌两个点,但基于以上判断,大概推测出业绩有个非常明显的回升,我大胆的加仓到满额
长达半年的对百度伏击
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"121650011467360","uuid":"121650011467360","gmtCreate":1459335808492,"gmtModify":1700996442979,"name":"时间的玫瑰567","pinyin":"sjdmg567shijiandemeigui567","introduction":"","introductionEn":"","signature":"交易","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","hatId":"ca_profile_frame_5b7Fd6","hatName":"","vip":1,"status":2,"fanSize":19,"headSize":93,"tweetSize":20,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":27,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"45aa8c9032204ad8bee19bb27da4edb8-2","templateUuid":"45aa8c9032204ad8bee19bb27da4edb8","name":"交易笔数","description":"累计达500笔","bigImgUrl":"https://static.tigerbbs.com/2a7aad6bbb003528533cf7367bf71a7d","smallImgUrl":"https://static.tigerbbs.com/545c65027673fd17e3ac5c2df0917fc4","grayImgUrl":"https://static.tigerbbs.com/4875da396980e5cdbae95a7cbf265454","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100},{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-6","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达12个月","bigImgUrl":"https://static.tigerbbs.com/89d8870465821fae6716a27af2624e40","smallImgUrl":"https://static.tigerbbs.com/6d5ffd25685d045ade4bb948ef8fd5c3","grayImgUrl":"https://static.tigerbbs.com/076cd4597f6ea22aabdd4f6a12b2c293","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5600},{"badgeId":"1f74612b6f95455f970edd02b5316db8-6","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 3%","bigImgUrl":"https://static.tigerbbs.com/6fbaa8e552e02eae8e6a2ce5d6566431","smallImgUrl":"https://static.tigerbbs.com/98862e418516dab972bed7aaf561dec6","grayImgUrl":"https://static.tigerbbs.com/3a5ca933a5695ed2e862b228f6c09ee5","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-2","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 30%","bigImgUrl":"https://static.tigerbbs.com/7554ebe7d1898f430d98e76f650368cf","smallImgUrl":"https://static.tigerbbs.com/fe4bec6a19cf99388987516558515819","grayImgUrl":"https://static.tigerbbs.com/18dd3e6a5c1a81de02d26eef5a5c7f28","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.97%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.33%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":9,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.29%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":28,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":389701905354840,"gmtCreate":1736149762367,"gmtModify":1736149905009,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> 开仓","listText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> 开仓","text":"$老铺黄金(06181)$ 开仓","images":[{"img":"https://static.tigerbbs.com/eb195fc59ff638b276b3f0f96d3e0a52","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389701905354840","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":389258845470824,"gmtCreate":1736059606897,"gmtModify":1736059609220,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"特斯拉涨的太多了 ywd机会更大","listText":"特斯拉涨的太多了 ywd机会更大","text":"特斯拉涨的太多了 ywd机会更大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389258845470824","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389195881116112,"gmtCreate":1736059551819,"gmtModify":1736061748815,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"无脑打新 对标泡泡玛特40pe","listText":"无脑打新 对标泡泡玛特40pe","text":"无脑打新 对标泡泡玛特40pe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389195881116112","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389192427921904,"gmtCreate":1736059481446,"gmtModify":1736061745976,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/APP 20250131 345.0 PUT\">$APP 20250131 345.0 PUT$</a> AI应用持续涨","listText":"<a href=\"https://laohu8.com/OPT/APP 20250131 345.0 PUT\">$APP 20250131 345.0 PUT$</a> AI应用持续涨","text":"$APP 20250131 345.0 PUT$ AI应用持续涨","images":[{"img":"https://static.tigerbbs.com/9412dba86da56085bdb30c2aa7bcda94","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389192427921904","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":387555550065144,"gmtCreate":1735656585590,"gmtModify":1735656587339,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/4185926404090432\">@MouInvestment</a> ","listText":"<a href=\"https://laohu8.com/U/4185926404090432\">@MouInvestment</a> ","text":"@MouInvestment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387555550065144","repostId":"387521097900120","repostType":1,"repost":{"id":387521097900120,"gmtCreate":1735640050380,"gmtModify":1735657802900,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【2024跨年有奖活动】来老虎音乐节,选出你最喜欢的股市金曲!","htmlText":"小虎君带着老虎社区特别版股市金曲赶来了!在2024的最后一天,为股市打个总结,做个小小的收官,也祝大家完美结束2024,开启幸运2025!快来叫上你的小伙伴们一起看看改编版歌词有没有戳中你的心趴[爱你]点击链接跳转到各单曲:<a href=\"https://laohu8.com/TW/387522401087576\" target=\"_blank\">🎵拼多多传奇</a><a href=\"https://laohu8.com/TW/387522932383792\" target=\"_blank\">🎵股勇者</a><a href=\"https://laohu8.com/TW/387522831622232\" target=\"_blank\">🎵感谢你曾来过小米</a><a href=\"https://laohu8.com/TW/387523369623600\" target=\"_blank\">🎵恒指两万点下</a><a href=\"https://laohu8.com/TW/387523204522072\" target=\"_blank\">🎵不危险派对</a><a href=\"https://laohu8.com/TW/387523709702192\" target=\"_blank\">🎵APT</a><a href=\"https://laohu8.com/TW/387523831230512\" target=\"_blank\">🎵Y.M.C.A.</a><a href=\"https://laohu8.com/TW/387523988791344\" target=\"_blank\">🎵Welcome to New Year</a>感谢各位提供歌词灵感的朋友们!在观看的同时,还可以根据音色大胆猜猜是谁在演唱?【参与方式】转发本帖,并@至少一位好友,邀请他们一起参与活动。在评论区留言,上述","listText":"小虎君带着老虎社区特别版股市金曲赶来了!在2024的最后一天,为股市打个总结,做个小小的收官,也祝大家完美结束2024,开启幸运2025!快来叫上你的小伙伴们一起看看改编版歌词有没有戳中你的心趴[爱你]点击链接跳转到各单曲:<a href=\"https://laohu8.com/TW/387522401087576\" target=\"_blank\">🎵拼多多传奇</a><a href=\"https://laohu8.com/TW/387522932383792\" target=\"_blank\">🎵股勇者</a><a href=\"https://laohu8.com/TW/387522831622232\" target=\"_blank\">🎵感谢你曾来过小米</a><a href=\"https://laohu8.com/TW/387523369623600\" target=\"_blank\">🎵恒指两万点下</a><a href=\"https://laohu8.com/TW/387523204522072\" target=\"_blank\">🎵不危险派对</a><a href=\"https://laohu8.com/TW/387523709702192\" target=\"_blank\">🎵APT</a><a href=\"https://laohu8.com/TW/387523831230512\" target=\"_blank\">🎵Y.M.C.A.</a><a href=\"https://laohu8.com/TW/387523988791344\" target=\"_blank\">🎵Welcome to New Year</a>感谢各位提供歌词灵感的朋友们!在观看的同时,还可以根据音色大胆猜猜是谁在演唱?【参与方式】转发本帖,并@至少一位好友,邀请他们一起参与活动。在评论区留言,上述","text":"小虎君带着老虎社区特别版股市金曲赶来了!在2024的最后一天,为股市打个总结,做个小小的收官,也祝大家完美结束2024,开启幸运2025!快来叫上你的小伙伴们一起看看改编版歌词有没有戳中你的心趴[爱你]点击链接跳转到各单曲:🎵拼多多传奇🎵股勇者🎵感谢你曾来过小米🎵恒指两万点下🎵不危险派对🎵APT🎵Y.M.C.A.🎵Welcome to New Year感谢各位提供歌词灵感的朋友们!在观看的同时,还可以根据音色大胆猜猜是谁在演唱?【参与方式】转发本帖,并@至少一位好友,邀请他们一起参与活动。在评论区留言,上述","images":[{"img":"https://static.tigerbbs.com/dcb861540aa3c1ba38141860ae6b0819"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387521097900120","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3632,"gmtBegin":1735641384035,"gmtEnd":1741363200000,"type":1,"upper":2,"title":"2024老虎音乐节选出你最喜欢的那首歌","choices":[{"id":12916,"sort":1,"name":"🎵拼多多传奇","userSize":13,"voted":false},{"id":12917,"sort":2,"name":"🎵股勇者","userSize":22,"voted":false},{"id":12919,"sort":3,"name":"🎵感谢你曾来过小米","userSize":9,"voted":false},{"id":12920,"sort":4,"name":"🎵恒指两万点下","userSize":2,"voted":false},{"id":12921,"sort":5,"name":"🎵不危险派对","userSize":3,"voted":false},{"id":12922,"sort":6,"name":"🎵APT","userSize":8,"voted":false},{"id":12923,"sort":7,"name":"🎵Y.M.C.A.","userSize":14,"voted":false},{"id":12924,"sort":8,"name":"🎵Welcome to NY","userSize":10,"voted":false}]},"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349977464959040,"gmtCreate":1726471740967,"gmtModify":1726471742630,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349977464959040","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316749158387984,"gmtCreate":1718349734984,"gmtModify":1718350043217,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$</a> ","listText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$</a> ","text":"$3倍做多20年期以上国债ETF-Direxion(TMF)$","images":[{"img":"https://static.tigerbbs.com/a615bb1cb50e08304adf8316bd3ffd40","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316749158387984","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":296577528779040,"gmtCreate":1713444253365,"gmtModify":1713444255262,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"24.88w","listText":"24.88w","text":"24.88w","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296577528779040","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272028881285328,"gmtCreate":1707451064485,"gmtModify":1707451065905,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"龙年吉祥","listText":"龙年吉祥","text":"龙年吉祥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272028881285328","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629625334,"gmtCreate":1670489548728,"gmtModify":1670490152040,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a><v-v data-views=\"1\"></v-v>香港,来了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a><v-v data-views=\"1\"></v-v>香港,来了","text":"$老虎证券(TIGR)$ 香港,来了","images":[{"img":"https://static.tigerbbs.com/d8282087a8cf1710a768b8ee0997527c","width":"1080","height":"2034"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629625334","isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":620649875,"gmtCreate":1669735784297,"gmtModify":1669735785949,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620649875","repostId":"667338647","repostType":1,"repost":{"id":667338647,"gmtCreate":1668566210289,"gmtModify":1669712020522,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"小虎足球季火热开启!参与瓜分价值20万美元奖励","htmlText":"四年一度世界杯要来了!接下来的日子,是属于足球的季节,全世界的目光都将被足球所吸引,一场属于全世界足球迷们的盛会就要开始啦!看球的同时,别忘了打开你的Tiger Trade App,一起参加专属于虎友们的小虎足球季活动,有机会瓜分价值最高20万美元的奖励!在这里你可以跟我们一起玩“完美射门”的小游戏,轻触按钮,享受进球的快感。坚持做任务玩游戏,赢积分去兑换价值最高2000美元的股票代金券。你还可以参与赛事竞猜,为你的支持的球队呐喊助威。除此之外,每天来参加活动就有机会获得小虎球星卡,门将,前锋,后卫...集齐全部11张球星卡就可以组成一支属于自己的小虎足球队,赢得更多游戏积分以及最高10股曼联股票,成为豪门球队的股东!玩法多多,奖励丰富,等你来发现!小提示:活动期间,每天登录活动页面都可以免费获得一份神秘礼物哦!活动时间:2022年11月29日-2023年1月20日<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/world-cup/?adcode=20221031201028#/\" target=\"_blank\">点击这里立刻参与活动</a><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=footballseason\" target=\"_blank\">点击这里查看更多规则详情</a>","listText":"四年一度世界杯要来了!接下来的日子,是属于足球的季节,全世界的目光都将被足球所吸引,一场属于全世界足球迷们的盛会就要开始啦!看球的同时,别忘了打开你的Tiger Trade App,一起参加专属于虎友们的小虎足球季活动,有机会瓜分价值最高20万美元的奖励!在这里你可以跟我们一起玩“完美射门”的小游戏,轻触按钮,享受进球的快感。坚持做任务玩游戏,赢积分去兑换价值最高2000美元的股票代金券。你还可以参与赛事竞猜,为你的支持的球队呐喊助威。除此之外,每天来参加活动就有机会获得小虎球星卡,门将,前锋,后卫...集齐全部11张球星卡就可以组成一支属于自己的小虎足球队,赢得更多游戏积分以及最高10股曼联股票,成为豪门球队的股东!玩法多多,奖励丰富,等你来发现!小提示:活动期间,每天登录活动页面都可以免费获得一份神秘礼物哦!活动时间:2022年11月29日-2023年1月20日<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/world-cup/?adcode=20221031201028#/\" target=\"_blank\">点击这里立刻参与活动</a><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=footballseason\" target=\"_blank\">点击这里查看更多规则详情</a>","text":"四年一度世界杯要来了!接下来的日子,是属于足球的季节,全世界的目光都将被足球所吸引,一场属于全世界足球迷们的盛会就要开始啦!看球的同时,别忘了打开你的Tiger Trade App,一起参加专属于虎友们的小虎足球季活动,有机会瓜分价值最高20万美元的奖励!在这里你可以跟我们一起玩“完美射门”的小游戏,轻触按钮,享受进球的快感。坚持做任务玩游戏,赢积分去兑换价值最高2000美元的股票代金券。你还可以参与赛事竞猜,为你的支持的球队呐喊助威。除此之外,每天来参加活动就有机会获得小虎球星卡,门将,前锋,后卫...集齐全部11张球星卡就可以组成一支属于自己的小虎足球队,赢得更多游戏积分以及最高10股曼联股票,成为豪门球队的股东!玩法多多,奖励丰富,等你来发现!小提示:活动期间,每天登录活动页面都可以免费获得一份神秘礼物哦!活动时间:2022年11月29日-2023年1月20日点击这里立刻参与活动点击这里查看更多规则详情","images":[{"img":"https://static.tigerbbs.com/ed7fdf5b2bd7479e2a93f94d0d8fd87c","width":"404","height":"716"},{"img":"https://static.tigerbbs.com/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://static.tigerbbs.com/2aed2fff168d6e6ccb99349b3f0a0103","width":"405","height":"718"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667338647","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631272709,"gmtCreate":1644815195517,"gmtModify":1644815195517,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"Tik Tok","listText":"Tik Tok","text":"Tik Tok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631272709","repostId":"1126133701","repostType":2,"repost":{"id":"1126133701","kind":"news","pubTimestamp":1644796117,"share":"https://www.laohu8.com/m/news/1126133701?lang=&edition=full","pubTime":"2022-02-14 07:48","market":"hk","language":"zh","title":"观点 | 腾讯的万亿美金市值逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=1126133701","media":"砺石商业评论","summary":"砺石导言:如果中国出现一家万亿美金市值的企业,一定还是会在互联网产业,且大概率会是腾讯。1企业在资本市场上的市值,一直是商业界的热议话题。当前美国已经出现了4家万亿美金市值的企业。其中,苹果、微软、谷","content":"<html><head></head><body><blockquote><b>砺石导言:</b>如果中国出现一家万亿美金市值的企业,一定还是会在互联网产业,且大概率会是腾讯。</blockquote><p><b>1</b></p><p>企业在资本市场上的市值,一直是商业界的热议话题。</p><p>当前美国已经出现了4家万亿美金市值的企业。其中,苹果、微软、谷歌与亚马逊分别为2.82万亿、2.28万亿、1.86万亿与1.62万亿美金。之后的特斯拉,市值也已经高达9285亿美金,无限逼近万亿美金。</p><p><b>这也让中国商业界颇为关注,中国会不会出现自己的万亿美金市值企业呢?会是谁?以及在什么时间出现?</b></p><p>一度,腾讯控股、阿里巴巴集团都与万亿美金市值只有一步之遥,市值最高时,二者都曾超过8000亿美金。但随着最近两年中国政府对互联网产业的政策管制,目前腾讯控股、阿里巴巴集团的市值分别回落到5852亿美金与3157亿美金,距离万亿美金已经有了不小的距离。</p><p>从目前来看,在互联网产业之外,中国实体产业中的企业更无可能实现万亿美金市值。即使在海外,除苹果与特斯拉之外,其他强大如强生、辉瑞、宝洁、沃尔玛、丰田、大众、宝马与奔驰等这样产品畅销全球的实体企业,也都距离万亿美金市值有着很大的差距。而产品行销全球,在广阔的海外市场也取得成功,是中国实体企业还迟迟没有证明的一点,如果不能做到像苹果、特斯拉那样产品风靡全球,中国实体经济领域的企业就很难获得匹配万亿美金市值的盈利能力。</p><p>目前,中国实体产业市值最高的两家企业分别是贵州茅台与宁德时代,二者的市值也仅为22611亿与12306亿人民币,折合3556亿与1935.7亿美元,实现万亿美金市值几无可能。所以,如果中国出现第一家万亿美金市值的企业,大概率还是会出现在互联网产业。</p><p><b>2</b></p><p>在互联网企业中,阿里巴巴集团与腾讯控股本呈现出“既生瑜,何生亮”,不相上下的胶着局面,但由于阿里巴巴旗下的蚂蚁集团IPO搁浅等一系列事件的影响,以及京东、拼多多与美团等强有力竞争对手的围剿,让阿里巴巴集团在最近两年元气大伤。</p><p>而腾讯控股不同的是,其股价虽然从2021年2月的775港币/股的高点跌到现在的470港币/股,跌幅接近40%,但其实际的业务并没有受到影响,相反在短视频、直播与产业数字化等多个关键领域的竞争力又有了长足的进步,形成更稳固的领先优势。</p><p><b>根据互联网公司30倍的市盈率估算,支撑1万亿美金市值,则需要333亿美金左右的净利润,折合2116亿人民币。这个利润目标,腾讯实现起来其实并不困难。</b></p><p>目前,腾讯尚未发布2021年全年的财报数据,我们先来看一下其在2020年的业绩表现。2020年全年,腾讯实现营收4820.64亿元,归属于公司股东的净利润为1598.47亿元,距离2116亿元只有520亿元左右的差距。</p><p>具体到细分业务,腾讯也已经拥有了四个年营收千亿级别的业务。其中,2020年,腾讯网络游戏收入为1561亿元,同比增长36%,总营收占比32.3%;社交网络增值服务收入1081亿元,同比增长27%,总营收占比22.4%;网络广告收入822.7亿元,同比增长20%,占比17%;金融科技及企业服务营收1280.8亿元,同比增长26%,占比27%。</p><p>腾讯最新发布的2021年第三季度财报显示,腾讯控股2021年前三季度总收入为人民币4159.3亿元,同比增长19%;净利润1298.64亿元,同比增长29%。从这些数据可以看出,腾讯在如此大规模的收入与利润基数下,还依旧保持着颇为稳健的增长。并且在可预见的未来,这些业务还将继续保持增长。</p><p><b>首先我们看网络游戏业务,这是腾讯最为稳定的基本盘业务,目前已经处于全球第一的位置。</b></p><p><img src=\"https://static.tigerbbs.com/86e0ec71417815ff5075e3ee1505d4e0\" tg-width=\"1080\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/></p><p>在网络游戏市场,强者越强的马太效应极为明显,处于行业领先地位的腾讯只要不犯错,其将会占据越来越大的市场份额。另外,网络游戏还依旧是一个市场规模不断扩大的领域。</p><p>值得一提的是,腾讯游戏的海外业务正在形成良好的发展势能,成为拉动腾讯游戏长期增长的关键点。以2020年第四季度为例,腾讯海外游戏收入98亿元,已经占到腾讯网络游戏整体季度营收391亿元的25%,43%的同比增长速度更是远超整体增速的29%。此外,腾讯与任天堂的合作,也让腾讯游戏开始将业务扩展至游戏主机领域。</p><p>一方面是整体市场规模的增加,另一方面是市场份额的增加。所以,腾讯游戏在当前基础上,再实现营收与利润的翻番也并非难事。</p><p><b>其次,腾讯基于社交网络的增值服务收入也具有强劲的增长动能。</b></p><p>腾讯的社交网络增值服务收入主要包括在线视频、在线音乐、在线文学等精品内容领域的会员付费服务,以及直播平台的直播打赏与游戏虚拟道具售卖等服务。</p><p>目前,腾讯视频、腾讯音乐、腾讯文学、腾讯体育、腾讯动漫、腾讯电影与企鹅影视已经构成了全球最大规模的内容产品矩阵。尤其是作为内容产业旗舰业务的腾讯视频,在经历多年的红海厮杀后,已经成为中国在线视频领域的绝对领先者。2021年第三季度的最新数据显示,腾讯当前收费增值服务付费会员数已经达到2.35亿,其中视频付费会员数也达到了1.29亿。</p><p>中国在线视频领域会员付费前景广阔,而随着优酷、爱奇艺等几个最核心竞争对手的没落,笔者预测,腾讯视频在未来会产生越来越强的增长后劲,成为中国在线视频行业最终的红利受益者。根据最近一个交易日的数据,美国在线视频企业奈飞的市值高达1737亿美金,未来腾讯在内容领域的资本价值也具有同样的想象力。</p><p>另外,随着视频号直播的发展以及腾讯游戏的发展,腾讯在直播打赏、游戏虚拟道具售卖领域的增值服务收入也势必会水涨船高。</p><p><b>再次是腾讯的网络广告业务。</b></p><p>众所周知,用户与流量是腾讯最大的业务优势之一,这为腾讯的网络广告业务打下了重要基础。腾讯最新官方数据显示,当前微信及WeChat的合并月活账户高达12.62亿,QQ的移动端月活账户也保持在5.73亿。除此之外,腾讯还拥有腾讯新闻、腾讯视频、QQ音乐、QQ浏览器、QQ手机管家、应用宝等多个用户过亿的产品。</p><p>相对腾讯旗下产品的巨大用户数与流量,腾讯2020年的网络广告收入只有822.7亿元,这是不相匹配的。不过,这并非腾讯的广告团队客户拓展不力,而是腾讯清醒地认识如果过度压榨流量广告,一方面容易“涸泽而渔”,伤害用户体验;另一方面,如果单纯依赖广告收入,容易让企业养成“赚快钱”的习惯,增加企业的创新惰性。</p><p>所以从创建初期,腾讯就始终没有走完全依赖流量进行广告变现的商业模式,而是坚持通过产品创新,为用户创造新的用户价值,进而获取商业价值。在腾讯2018年业绩解读会上,腾讯总裁刘炽平曾表示,“虽然我们的广告有比较多的潜力,而且我们广告的填充率比国外国内同行低,但是我们不着急很快提升填充率,我们希望稳健的方式针对每一个板块进行长远发展。我们相信这才是对公司最有利,对于用户最有利”。</p><p>一方面,仅朋友圈、微信公众平台、小程序、QQ浏览器与腾讯视频等腾讯体系内当前的流量便足以支撑目前广告收入数倍的增长,另一方面,微信视频号的崛起正为腾讯创造出新的天文数字的流量增量。<b>所以,腾讯不会寻求网络广告收入短期的爆发式增长,但会是一个细水长流,天花板很高的业务。</b></p><p><img src=\"https://static.tigerbbs.com/04fb8616a6eedc66ff60f2b3bb11db7a\" tg-width=\"886\" tg-height=\"585\" referrerpolicy=\"no-referrer\"/></p><p>另外, 由于微信平台实现了小程序、微信支付与企业微信的打通,这就可以很好地帮助广告主将广告连接到小程序商城与企业微信,一方面提升直接的销售转化率,另一方面还可以将客户导流到自己的私域社群进行长期运营。微信广告这种品效合一的优势,是全行业其他任何竞争对手都难以效仿的,将大大提升其对于客户的议价能力。</p><p><b>最后是腾讯的金融科技与企业服务业务。</b></p><p>金融科技与企业服务业务收入是腾讯近几年新崛起的一个收入点。2021年第三季度数据显示,该部分收入同比增长30%至433亿元,已经无限接近网络游戏收入的449亿元(国内部分336亿元,国际部分113亿元)。</p><p>其中金融科技部分主要指的是商业支付与理财服务产生的收入。随着微信支付覆盖到越来越多的交易场景,这带来腾讯商业支付及理财服务交易量和单笔交易金额都在快速增长,进而带动交易手续费与理财佣金收入的增长。另外,最新的一个变化是,基于视频号的直播电商业务正在快速崛起,将为微信带来更大规模的小程序内的交易金额,这会进一步利好金融科技业务的增长。</p><p>当前,腾讯金融科技业务发展的最主要障碍是政策限制。针对金融科技的监管问题,腾讯也在积极配合监管机构,加强风险管理。相信随着腾讯与监管机构一起找到合适的业务边界后,还会迎来较长时间的稳健增长。</p><p>企业服务部分主要指提供IaaS、PaaS与SaaS等产品为核心的企业数字化服务。在2018年930变革,腾讯提出产业互联网战略,成立云与智慧产业事业群之前,腾讯在To B的企业服务领域只有腾讯云这一个具有一定体量的业务,而在930变革之后,腾讯除了在IaaS公有云领域稳步扩大市场份额,在PaaS与SaaS领域也突飞猛进。</p><p>其中,在PaaS领域,腾讯云企业级分布式数据库(TDSQL)现已服务超过3000家客户,横跨金融、公共服务和电信等多个垂直领域;在金融行业垂直领域,TDSQL服务中国前十大银行中的六家,核心系统客户超过20家,未来五年,还将助力1000家金融机构实现核心系统数据库国产化。</p><p><b>在企业协同办公SaaS服务领域,腾讯也出现了“企业微信+腾讯会议+腾讯文档”一门三杰的盛景。</b></p><p>据统计,企业微信目前已经服务超过1000万家企业、政府、医院与学校等组织机构,活跃用户超过1.8亿;腾讯文档目前已有超过2亿的月活跃用户,累计创建了超过30亿份文档;腾讯会议用户数也突破了2亿,年参会数超过40亿次,全球覆盖的国家和地区超过220个,是中国最大规模的独立云会议应用。</p><p><img src=\"https://static.tigerbbs.com/99b09c82783bfcae4c83fe94508b80ed\" tg-width=\"750\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>就在前不久的企业微信4.0版本上,企业微信还实现了“企业微信+腾讯会议+腾讯文档”一门三杰的协同整合。这次融合,不只是在企业微信里给腾讯会议和腾讯文档简单地添加了一个入口,而是进行了整体的再设计。</b></p><p>企业微信、腾讯会议与腾讯文档,单就每一个产品来说都是现象级的,而三个现象级产品强强融合带来的一体化办公体验,在行业内更是绝无仅有。</p><p>除了在协同办公领域的SaaS服务取得了行业领先优势之外,为客户提供全天候多渠道的人工智能客户服务的腾讯企点,也已经成为中国本土CRM领域的领先者,目前已经服务了超过100万家企业,并愈来愈多地被大中型企业采用。此外,腾讯还拥有腾讯电子签、腾讯日历等SaaS产品,满足企业用户不同场景的需求。</p><p>云服务是一个巨大市场,同时也在快速增长。例如,2020年全年,亚马逊仅AWS云计算业务的营收规模便达到了453.7亿美元,全年运营利润为135.3亿美元;最新一个财季,微软智能云部门(包括Azure公共云、GitHub和Windows server等服务器产品)的季度营收也达到183.3亿美元,超越生产力和业务流程部门(包括Office、Dynamics和LinkedIn)与个人电脑业务(包括Windows操作系统、广告、设备和游戏),成为微软公司的第一大收入来源。</p><p>在930变革之后的前几年,腾讯的企业服务业务主要是处于培育期,虽然已经有了一定的收入规模,但利润贡献还很小。但在完成技术与产品的沉淀之后,未来几年,以产业数字化为核心的企业服务业务,也很有可能迎来商业化的爆发,成为腾讯的又一个现金牛业务。</p><p>3</p><p>著名的投资人段永平曾在一篇文章中专门写过关于企业估值的话题,他表示,“估值就是个毛估估的东西,如果要用计算器才能算出来的便宜,就不够便宜了”。芒格也曾表示,从来没见巴菲特按着计算器去估值一家企业。</p><p>笔者非常认同段永平的看法,对企业估值,进行大致的估计就行。对于腾讯未来的估值亦是如此,我们其实并不需要太复杂的计算模型,只需要拆解它的几个核心业务,逐一分析业务前景与盈利能力,就可以大致判断,腾讯上述四个业务分别实现营收与利润翻番,对应整体利润超过500亿美金是一个大概率事件。</p><p>500亿美金的净利润,对应20-30倍的市盈率计算,便是1-1.5万亿美金的市值。再加上腾讯是目前国内最具创造力的企业,无论经济周期与技术周期怎么转换,其业务一直生生不息,始终处于中国互联网产业的领先者位置。在当前我们能观察到的业务之外,其在未来也很有可能像之前进化出游戏、微信业务一样,再创造出其他更具商业化潜力的全新业务与产品。</p><p>所以,笔者认为,如果中国出现一家万亿美金市值的企业,一定会是在互联网产业,且大概率会是腾讯。</p></body></html>","source":"lsy1571105524917","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>观点 | 腾讯的万亿美金市值逻辑</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观点 | 腾讯的万亿美金市值逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 07:48 北京时间 <a href=https://mp.weixin.qq.com/s/KMMnIT_XIWV9e08vdYNSUw><strong>砺石商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>砺石导言:如果中国出现一家万亿美金市值的企业,一定还是会在互联网产业,且大概率会是腾讯。1企业在资本市场上的市值,一直是商业界的热议话题。当前美国已经出现了4家万亿美金市值的企业。其中,苹果、微软、谷歌与亚马逊分别为2.82万亿、2.28万亿、1.86万亿与1.62万亿美金。之后的特斯拉,市值也已经高达9285亿美金,无限逼近万亿美金。这也让中国商业界颇为关注,中国会不会出现自己的万亿美金市值企业...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KMMnIT_XIWV9e08vdYNSUw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef49096998410cd017cf7a4f7c6ba9e6","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/KMMnIT_XIWV9e08vdYNSUw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126133701","content_text":"砺石导言:如果中国出现一家万亿美金市值的企业,一定还是会在互联网产业,且大概率会是腾讯。1企业在资本市场上的市值,一直是商业界的热议话题。当前美国已经出现了4家万亿美金市值的企业。其中,苹果、微软、谷歌与亚马逊分别为2.82万亿、2.28万亿、1.86万亿与1.62万亿美金。之后的特斯拉,市值也已经高达9285亿美金,无限逼近万亿美金。这也让中国商业界颇为关注,中国会不会出现自己的万亿美金市值企业呢?会是谁?以及在什么时间出现?一度,腾讯控股、阿里巴巴集团都与万亿美金市值只有一步之遥,市值最高时,二者都曾超过8000亿美金。但随着最近两年中国政府对互联网产业的政策管制,目前腾讯控股、阿里巴巴集团的市值分别回落到5852亿美金与3157亿美金,距离万亿美金已经有了不小的距离。从目前来看,在互联网产业之外,中国实体产业中的企业更无可能实现万亿美金市值。即使在海外,除苹果与特斯拉之外,其他强大如强生、辉瑞、宝洁、沃尔玛、丰田、大众、宝马与奔驰等这样产品畅销全球的实体企业,也都距离万亿美金市值有着很大的差距。而产品行销全球,在广阔的海外市场也取得成功,是中国实体企业还迟迟没有证明的一点,如果不能做到像苹果、特斯拉那样产品风靡全球,中国实体经济领域的企业就很难获得匹配万亿美金市值的盈利能力。目前,中国实体产业市值最高的两家企业分别是贵州茅台与宁德时代,二者的市值也仅为22611亿与12306亿人民币,折合3556亿与1935.7亿美元,实现万亿美金市值几无可能。所以,如果中国出现第一家万亿美金市值的企业,大概率还是会出现在互联网产业。2在互联网企业中,阿里巴巴集团与腾讯控股本呈现出“既生瑜,何生亮”,不相上下的胶着局面,但由于阿里巴巴旗下的蚂蚁集团IPO搁浅等一系列事件的影响,以及京东、拼多多与美团等强有力竞争对手的围剿,让阿里巴巴集团在最近两年元气大伤。而腾讯控股不同的是,其股价虽然从2021年2月的775港币/股的高点跌到现在的470港币/股,跌幅接近40%,但其实际的业务并没有受到影响,相反在短视频、直播与产业数字化等多个关键领域的竞争力又有了长足的进步,形成更稳固的领先优势。根据互联网公司30倍的市盈率估算,支撑1万亿美金市值,则需要333亿美金左右的净利润,折合2116亿人民币。这个利润目标,腾讯实现起来其实并不困难。目前,腾讯尚未发布2021年全年的财报数据,我们先来看一下其在2020年的业绩表现。2020年全年,腾讯实现营收4820.64亿元,归属于公司股东的净利润为1598.47亿元,距离2116亿元只有520亿元左右的差距。具体到细分业务,腾讯也已经拥有了四个年营收千亿级别的业务。其中,2020年,腾讯网络游戏收入为1561亿元,同比增长36%,总营收占比32.3%;社交网络增值服务收入1081亿元,同比增长27%,总营收占比22.4%;网络广告收入822.7亿元,同比增长20%,占比17%;金融科技及企业服务营收1280.8亿元,同比增长26%,占比27%。腾讯最新发布的2021年第三季度财报显示,腾讯控股2021年前三季度总收入为人民币4159.3亿元,同比增长19%;净利润1298.64亿元,同比增长29%。从这些数据可以看出,腾讯在如此大规模的收入与利润基数下,还依旧保持着颇为稳健的增长。并且在可预见的未来,这些业务还将继续保持增长。首先我们看网络游戏业务,这是腾讯最为稳定的基本盘业务,目前已经处于全球第一的位置。在网络游戏市场,强者越强的马太效应极为明显,处于行业领先地位的腾讯只要不犯错,其将会占据越来越大的市场份额。另外,网络游戏还依旧是一个市场规模不断扩大的领域。值得一提的是,腾讯游戏的海外业务正在形成良好的发展势能,成为拉动腾讯游戏长期增长的关键点。以2020年第四季度为例,腾讯海外游戏收入98亿元,已经占到腾讯网络游戏整体季度营收391亿元的25%,43%的同比增长速度更是远超整体增速的29%。此外,腾讯与任天堂的合作,也让腾讯游戏开始将业务扩展至游戏主机领域。一方面是整体市场规模的增加,另一方面是市场份额的增加。所以,腾讯游戏在当前基础上,再实现营收与利润的翻番也并非难事。其次,腾讯基于社交网络的增值服务收入也具有强劲的增长动能。腾讯的社交网络增值服务收入主要包括在线视频、在线音乐、在线文学等精品内容领域的会员付费服务,以及直播平台的直播打赏与游戏虚拟道具售卖等服务。目前,腾讯视频、腾讯音乐、腾讯文学、腾讯体育、腾讯动漫、腾讯电影与企鹅影视已经构成了全球最大规模的内容产品矩阵。尤其是作为内容产业旗舰业务的腾讯视频,在经历多年的红海厮杀后,已经成为中国在线视频领域的绝对领先者。2021年第三季度的最新数据显示,腾讯当前收费增值服务付费会员数已经达到2.35亿,其中视频付费会员数也达到了1.29亿。中国在线视频领域会员付费前景广阔,而随着优酷、爱奇艺等几个最核心竞争对手的没落,笔者预测,腾讯视频在未来会产生越来越强的增长后劲,成为中国在线视频行业最终的红利受益者。根据最近一个交易日的数据,美国在线视频企业奈飞的市值高达1737亿美金,未来腾讯在内容领域的资本价值也具有同样的想象力。另外,随着视频号直播的发展以及腾讯游戏的发展,腾讯在直播打赏、游戏虚拟道具售卖领域的增值服务收入也势必会水涨船高。再次是腾讯的网络广告业务。众所周知,用户与流量是腾讯最大的业务优势之一,这为腾讯的网络广告业务打下了重要基础。腾讯最新官方数据显示,当前微信及WeChat的合并月活账户高达12.62亿,QQ的移动端月活账户也保持在5.73亿。除此之外,腾讯还拥有腾讯新闻、腾讯视频、QQ音乐、QQ浏览器、QQ手机管家、应用宝等多个用户过亿的产品。相对腾讯旗下产品的巨大用户数与流量,腾讯2020年的网络广告收入只有822.7亿元,这是不相匹配的。不过,这并非腾讯的广告团队客户拓展不力,而是腾讯清醒地认识如果过度压榨流量广告,一方面容易“涸泽而渔”,伤害用户体验;另一方面,如果单纯依赖广告收入,容易让企业养成“赚快钱”的习惯,增加企业的创新惰性。所以从创建初期,腾讯就始终没有走完全依赖流量进行广告变现的商业模式,而是坚持通过产品创新,为用户创造新的用户价值,进而获取商业价值。在腾讯2018年业绩解读会上,腾讯总裁刘炽平曾表示,“虽然我们的广告有比较多的潜力,而且我们广告的填充率比国外国内同行低,但是我们不着急很快提升填充率,我们希望稳健的方式针对每一个板块进行长远发展。我们相信这才是对公司最有利,对于用户最有利”。一方面,仅朋友圈、微信公众平台、小程序、QQ浏览器与腾讯视频等腾讯体系内当前的流量便足以支撑目前广告收入数倍的增长,另一方面,微信视频号的崛起正为腾讯创造出新的天文数字的流量增量。所以,腾讯不会寻求网络广告收入短期的爆发式增长,但会是一个细水长流,天花板很高的业务。另外, 由于微信平台实现了小程序、微信支付与企业微信的打通,这就可以很好地帮助广告主将广告连接到小程序商城与企业微信,一方面提升直接的销售转化率,另一方面还可以将客户导流到自己的私域社群进行长期运营。微信广告这种品效合一的优势,是全行业其他任何竞争对手都难以效仿的,将大大提升其对于客户的议价能力。最后是腾讯的金融科技与企业服务业务。金融科技与企业服务业务收入是腾讯近几年新崛起的一个收入点。2021年第三季度数据显示,该部分收入同比增长30%至433亿元,已经无限接近网络游戏收入的449亿元(国内部分336亿元,国际部分113亿元)。其中金融科技部分主要指的是商业支付与理财服务产生的收入。随着微信支付覆盖到越来越多的交易场景,这带来腾讯商业支付及理财服务交易量和单笔交易金额都在快速增长,进而带动交易手续费与理财佣金收入的增长。另外,最新的一个变化是,基于视频号的直播电商业务正在快速崛起,将为微信带来更大规模的小程序内的交易金额,这会进一步利好金融科技业务的增长。当前,腾讯金融科技业务发展的最主要障碍是政策限制。针对金融科技的监管问题,腾讯也在积极配合监管机构,加强风险管理。相信随着腾讯与监管机构一起找到合适的业务边界后,还会迎来较长时间的稳健增长。企业服务部分主要指提供IaaS、PaaS与SaaS等产品为核心的企业数字化服务。在2018年930变革,腾讯提出产业互联网战略,成立云与智慧产业事业群之前,腾讯在To B的企业服务领域只有腾讯云这一个具有一定体量的业务,而在930变革之后,腾讯除了在IaaS公有云领域稳步扩大市场份额,在PaaS与SaaS领域也突飞猛进。其中,在PaaS领域,腾讯云企业级分布式数据库(TDSQL)现已服务超过3000家客户,横跨金融、公共服务和电信等多个垂直领域;在金融行业垂直领域,TDSQL服务中国前十大银行中的六家,核心系统客户超过20家,未来五年,还将助力1000家金融机构实现核心系统数据库国产化。在企业协同办公SaaS服务领域,腾讯也出现了“企业微信+腾讯会议+腾讯文档”一门三杰的盛景。据统计,企业微信目前已经服务超过1000万家企业、政府、医院与学校等组织机构,活跃用户超过1.8亿;腾讯文档目前已有超过2亿的月活跃用户,累计创建了超过30亿份文档;腾讯会议用户数也突破了2亿,年参会数超过40亿次,全球覆盖的国家和地区超过220个,是中国最大规模的独立云会议应用。就在前不久的企业微信4.0版本上,企业微信还实现了“企业微信+腾讯会议+腾讯文档”一门三杰的协同整合。这次融合,不只是在企业微信里给腾讯会议和腾讯文档简单地添加了一个入口,而是进行了整体的再设计。企业微信、腾讯会议与腾讯文档,单就每一个产品来说都是现象级的,而三个现象级产品强强融合带来的一体化办公体验,在行业内更是绝无仅有。除了在协同办公领域的SaaS服务取得了行业领先优势之外,为客户提供全天候多渠道的人工智能客户服务的腾讯企点,也已经成为中国本土CRM领域的领先者,目前已经服务了超过100万家企业,并愈来愈多地被大中型企业采用。此外,腾讯还拥有腾讯电子签、腾讯日历等SaaS产品,满足企业用户不同场景的需求。云服务是一个巨大市场,同时也在快速增长。例如,2020年全年,亚马逊仅AWS云计算业务的营收规模便达到了453.7亿美元,全年运营利润为135.3亿美元;最新一个财季,微软智能云部门(包括Azure公共云、GitHub和Windows server等服务器产品)的季度营收也达到183.3亿美元,超越生产力和业务流程部门(包括Office、Dynamics和LinkedIn)与个人电脑业务(包括Windows操作系统、广告、设备和游戏),成为微软公司的第一大收入来源。在930变革之后的前几年,腾讯的企业服务业务主要是处于培育期,虽然已经有了一定的收入规模,但利润贡献还很小。但在完成技术与产品的沉淀之后,未来几年,以产业数字化为核心的企业服务业务,也很有可能迎来商业化的爆发,成为腾讯的又一个现金牛业务。3著名的投资人段永平曾在一篇文章中专门写过关于企业估值的话题,他表示,“估值就是个毛估估的东西,如果要用计算器才能算出来的便宜,就不够便宜了”。芒格也曾表示,从来没见巴菲特按着计算器去估值一家企业。笔者非常认同段永平的看法,对企业估值,进行大致的估计就行。对于腾讯未来的估值亦是如此,我们其实并不需要太复杂的计算模型,只需要拆解它的几个核心业务,逐一分析业务前景与盈利能力,就可以大致判断,腾讯上述四个业务分别实现营收与利润翻番,对应整体利润超过500亿美金是一个大概率事件。500亿美金的净利润,对应20-30倍的市盈率计算,便是1-1.5万亿美金的市值。再加上腾讯是目前国内最具创造力的企业,无论经济周期与技术周期怎么转换,其业务一直生生不息,始终处于中国互联网产业的领先者位置。在当前我们能观察到的业务之外,其在未来也很有可能像之前进化出游戏、微信业务一样,再创造出其他更具商业化潜力的全新业务与产品。所以,笔者认为,如果中国出现一家万亿美金市值的企业,一定会是在互联网产业,且大概率会是腾讯。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927101894,"gmtCreate":1588767848418,"gmtModify":1704178347185,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>四月份同比正增长,牛逼","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>四月份同比正增长,牛逼","text":"$吉利汽车(00175)$四月份同比正增长,牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927101894","isVote":1,"tweetType":1,"viewCount":3547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923309427,"gmtCreate":1585726700069,"gmtModify":1704358768577,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"明显是养活骑手了,佣金655亿,自己才赚几十亿,这得多大的慈善家啊","listText":"明显是养活骑手了,佣金655亿,自己才赚几十亿,这得多大的慈善家啊","text":"明显是养活骑手了,佣金655亿,自己才赚几十亿,这得多大的慈善家啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923309427","repostId":"1191096598","repostType":4,"repost":{"id":"1191096598","kind":"news","pubTimestamp":1585725667,"share":"https://www.laohu8.com/m/news/1191096598?lang=&edition=full","pubTime":"2020-04-01 15:21","market":"hk","language":"zh","title":"起底美团盈利根源:一年抽佣655.3亿元?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191096598","media":"锌刻度","summary":"抽佣是美团扭亏为盈的关键。","content":"<p><span>文/陈邓新</span></p>\n<p>2015年的一次会议上,王兴提出如此目标:到2020年成为一家超过1000亿美元市值的公司。</p>\n<p>2020年3月30日,美团交出2019年成绩单:财报显示全年营业收入为975亿元,未调整的净利润为22.36亿元,交易总金额为6821亿元。</p>\n<p>截至3月3日,美团市值为5449.73亿人民币,换算合计不到800亿美元——距离2015年王兴的豪言目标,还有200亿美元差距。</p>\n<p><img src=\"https://static.tigerbbs.com/e5c2317cfa0b295b7ae0ad2986eb47bb\"></p>\n<p>这个目标能实现吗?表面来看,未调整的净利润,也就是“2019年终于盈利”,可能会给王兴信心。不过,这并不容易,美团2019年的净利润,某种程度上来看,其实是建立在全年佣金收入高达655.3亿元基础之上。</p>\n<p>或许,这正如同一些商户所说:“忙到凌晨两三点,利润其实很薄,以前平均每单还能挣5至8元,但自从扣点提高,就没什么利润可言,其实钱全被平台抽走了。”</p>\n<p><b>一年抽佣655.3亿元</b></p>\n<p>抽佣是美团扭亏为盈的关键。</p>\n<p>根据美团2019年年报显示,全年佣金收入高达655.3亿元,与2018年相比增长39.4%,相当于每天从商户抽佣1.8亿元。</p>\n<p>其中,外卖商户贡献了496.5亿元的佣金,相当于美团2018年全年佣金收入,多抽的185亿元左右佣金,为22.36亿元盈利数字打下了基础。</p>\n<p><b>多抽的佣金,主要来自对商户抽佣比例的不断上涨</b>——公开资料显示,美团外卖抽佣,从最初的8%一路上涨,2019年从16%左右又上调至20%左右,让众多中小商户苦不堪言。</p>\n<p>今年2月,锌刻度采访的一名小吃商家对此就证实:虽然夜宵时段是最重要的,但美团从2019年年底开始分时段提高抽成,“晚上10点到11点,每单多抽6角钱,12点到凌晨2点,多抽1元。”</p>\n<p>“我们每天晚上忙到凌晨两三点,利润其实很薄,以前平均每单还能挣5至8元,但自从扣点提高,就没什么利润可言。”该小吃商家称,他们在美团上的商品价格一涨再涨,“其实钱全被美团挣走了”。</p>\n<p><b>实际上,美团抽成过高问题,早已激起各地商家,甚至是餐饮协会的强烈不满。</b></p>\n<p>2020年2月20日,四川省南充市火锅协会以公开信形式,举报美团存在突然提高佣金,一般餐饮行业的净利润能做10%~20%就非常不错,在此背景下美团还要从中收取20%的佣金,商家难以存活。</p>\n<p>此外,云南、山东、河北、四川等多个省市餐饮协会,向美团外卖平台发出公函或公开信,称其在疫情期间突然提高佣金。</p>\n<p><img src=\"https://static.tigerbbs.com/4bc8246dbbd6af50df5339a25f7c32f5\"><span>美团创始人王兴</span></p>\n<p>这种情况,在2019年第四季度财报中也有说体现——美团2019年第四季度佣金收入增长39.6%,增速超过全年的增速,这意味着美团对商家的诉求置之不理,抽佣行为非但没有下降还是在上涨。</p>\n<p>从这个角度而言,美团的盈利,背后是无数商家的不堪重负。</p>\n<p><b>高额抽佣阻碍成长之路?</b></p>\n<p>实际上,从商业行为来看,美团不断上涨的佣金,反而阻碍了自身成长之路。</p>\n<p>美团2019年第四季度实现GMV为1899亿元(编者注:交易总额),同比增速为37.6%,同比数据虽然看着还行,但一环比就会发现,相比2019年第三季度非但没有增加反而下降了47亿元,这个问题在单季营业收入增速上也有体现:2019年第四季度营业收入同比增长42.2%,不及去年同期增速的一半。</p>\n<p><b>究其原因,很可能与商家与用户疏远美团有关</b>:交易用户数增速及活跃商家数增速由2018年的29.3%和32.1%,大幅降至2019年的12.5%和7.1%。对比2019年Q3亦增速放缓,2019年Q3分别14%和8.8%。</p>\n<p>作为桥接需求端与供应端的平台,美团左手服务用户、右手服务商户,本质上做的是平台服务生意,一方失衡就会引发连锁反应从而拖累整体。</p>\n<p><b>原本商家对美团就颇有怨言,后者更是通过“二选一”策略变本加厉地进行压榨,令部分老商户出走新商户望而却步。</b></p>\n<p>“最初的佣金点数是16%,我做了一年后涨到18%,最近涨到了21%,如果做双平台的话就是25%,最后不得不退出。”一家炸鸡店店主表示,如此一来就基本上无利可图。</p>\n<p>一名餐饮行业观察人士表示,外卖平台呈现双雄并立格局,倘若只选择一边,就会失去另外一边的市场,多数商家不愿只在一个平台接单:“如果想做双平台,本来就不低的佣金还要上调,商户也只能勒紧裤腰带”。</p>\n<p>据人民网、四川电视台、界面新闻等多家媒体报道,海口、长春、成都、扬州、无锡、眉山、六安等数十个城市的商家挺身而出反对美团“二选一”变相提高抽佣标准。</p>\n<p>而据2009年1月1日实施的《中华人民共和国电子商务法》第二十二条显示,电子商务经营者不得滥用市场支配地位,排除、限制竞争,因此美团多次被调查。譬如2019年美团因强迫商家二选一先后在青海、海南、浙江、云南多地被立案调查;四川省市场监督管理局发布了《关于有序推进餐饮业复工复产有关事项的通知》,通知中第三条明确规定,如有网络餐饮平台开展“二选一”等不正当行为,及时通报将严厉查处。</p>\n<p>“我们认为这是垄断和不正当竞争,并趁疫情捞钱。”此前,四川南充火锅协会会长何伟就公开表示,有协会会员考虑全部在美团平台关店。</p>\n<p>这就是为何美团遭遇成长瓶颈的关键因素——<b>不断上涨的佣金,不但降低了商家的活跃度,还降低了平台的吸引力,并最终波及平台方</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/dcd5c1e3224015f3837ddc1f01dd36cb\"><span>交易用户数增速及活跃商家数增速双双下滑</span></p>\n<p><b>不受重视的研发</b></p>\n<p>与不断上涨的佣金相对应,是研发投入占比的不断下降。</p>\n<p>相关数据显示,美团2018年研发投入增速为93.9%,超过营业收入增速, 2019这个数值陡降为19.4%,不足营业收入增速的40%。</p>\n<p>到了2019年第四季度,美团研发支出为22亿元,营业收入为282亿元,研发支出占收入百分比7.8%;而去年同期研发支出为20亿元,营业收入为198亿元,研发支出占收入百分比10.1%。</p>\n<p>以此计算,也就是研发投入占比非但未上涨,反而下降了2.3个百分点。来自美团的财报称,主要归因于研发人员的平均薪金及福利以及以股份为基础的薪酬开支增加令员工福利开支增加。</p>\n<p><b>某种程度上,这意味着研发投入在美团不在受重视。</b>比如为B端提供数字服务的美团云,最近就宣布将停止对公服务。</p>\n<p>有观察人士表示,辛苦研发获得技术成果,再将技术成果推广应用,最终转化为业绩利润,这个过程漫长且充满不确定性,远远不及提高抽佣来的实惠。</p>\n<p>其实,美团对B端数字化服务原本寄予厚望,该服务可为平台上的商家提供数字化营销服务、餐厅管理系统、餐饮供应链B2B平台、SaaS收银业务等。</p>\n<p>美团点评发布的《中国餐饮报告2019》显示,过去一年中国餐饮市场规模已达4.2万亿,但餐饮的线上化水平只有10%左右,B端商家的数字化能力差,市场前景广阔。</p>\n<p>然而要深耕这个市场困难重重,美团餐饮学院院长白秀峰曾坦承:美团在B端业务上的投入短期内是很大的,餐饮商家的数字化是一个漫长的过程,需要改造的地方很多。</p>\n<p><b>正因为B端数字化服务增长耗时且缓慢,自然不如见效快的高额抽佣,对美团的业绩提升的帮助大。</b></p>\n<p><img src=\"https://static.tigerbbs.com/b9b8a47682820ddaffdb6b579501bc3a\"><span>为B端提供数字服务的美团云将停止对公服务</span></p>\n<p>研发不足,或许在未来让美团其他业务更承压,比如毛利率为88.6%、提供了接近60%毛利润的到店酒旅备业务,因蔓延全球的新冠肺炎一片萧条,2020上半年恢复的可能性较小而下半年也充满了不确定性。对此美团官方坦承:“疫情对公司2020年第一季度产生下行压力,并预估今年第一季度业绩或亏损,未来几个季度的经营业绩亦会受到不利影响。”</p>\n<p><b>如此情况下,为了避免2020年业绩大幅下滑,美团可能对上涨抽佣更为依赖。或许到那时,美团将难以避免更多商户和业界的质疑。</b></p>","source":"lsy1568158634801","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>起底美团盈利根源:一年抽佣655.3亿元?</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起底美团盈利根源:一年抽佣655.3亿元?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-01 15:21 北京时间 <a href=http://tech.sina.com.cn/csj/2020-04-01/doc-iimxyqwa4421496.shtml><strong>锌刻度</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/陈邓新\n2015年的一次会议上,王兴提出如此目标:到2020年成为一家超过1000亿美元市值的公司。\n2020年3月30日,美团交出2019年成绩单:财报显示全年营业收入为975亿元,未调整的净利润为22.36亿元,交易总金额为6821亿元。\n截至3月3日,美团市值为5449.73亿人民币,换算合计不到800亿美元——距离2015年王兴的豪言目标,还有200亿美元差距。\n\n这个目标能实现吗?...</p>\n\n<a href=\"http://tech.sina.com.cn/csj/2020-04-01/doc-iimxyqwa4421496.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0512c0a1d988f660de64a3ef63191711","relate_stocks":{"03690":"美团-W"},"source_url":"http://tech.sina.com.cn/csj/2020-04-01/doc-iimxyqwa4421496.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191096598","content_text":"文/陈邓新\n2015年的一次会议上,王兴提出如此目标:到2020年成为一家超过1000亿美元市值的公司。\n2020年3月30日,美团交出2019年成绩单:财报显示全年营业收入为975亿元,未调整的净利润为22.36亿元,交易总金额为6821亿元。\n截至3月3日,美团市值为5449.73亿人民币,换算合计不到800亿美元——距离2015年王兴的豪言目标,还有200亿美元差距。\n\n这个目标能实现吗?表面来看,未调整的净利润,也就是“2019年终于盈利”,可能会给王兴信心。不过,这并不容易,美团2019年的净利润,某种程度上来看,其实是建立在全年佣金收入高达655.3亿元基础之上。\n或许,这正如同一些商户所说:“忙到凌晨两三点,利润其实很薄,以前平均每单还能挣5至8元,但自从扣点提高,就没什么利润可言,其实钱全被平台抽走了。”\n一年抽佣655.3亿元\n抽佣是美团扭亏为盈的关键。\n根据美团2019年年报显示,全年佣金收入高达655.3亿元,与2018年相比增长39.4%,相当于每天从商户抽佣1.8亿元。\n其中,外卖商户贡献了496.5亿元的佣金,相当于美团2018年全年佣金收入,多抽的185亿元左右佣金,为22.36亿元盈利数字打下了基础。\n多抽的佣金,主要来自对商户抽佣比例的不断上涨——公开资料显示,美团外卖抽佣,从最初的8%一路上涨,2019年从16%左右又上调至20%左右,让众多中小商户苦不堪言。\n今年2月,锌刻度采访的一名小吃商家对此就证实:虽然夜宵时段是最重要的,但美团从2019年年底开始分时段提高抽成,“晚上10点到11点,每单多抽6角钱,12点到凌晨2点,多抽1元。”\n“我们每天晚上忙到凌晨两三点,利润其实很薄,以前平均每单还能挣5至8元,但自从扣点提高,就没什么利润可言。”该小吃商家称,他们在美团上的商品价格一涨再涨,“其实钱全被美团挣走了”。\n实际上,美团抽成过高问题,早已激起各地商家,甚至是餐饮协会的强烈不满。\n2020年2月20日,四川省南充市火锅协会以公开信形式,举报美团存在突然提高佣金,一般餐饮行业的净利润能做10%~20%就非常不错,在此背景下美团还要从中收取20%的佣金,商家难以存活。\n此外,云南、山东、河北、四川等多个省市餐饮协会,向美团外卖平台发出公函或公开信,称其在疫情期间突然提高佣金。\n美团创始人王兴\n这种情况,在2019年第四季度财报中也有说体现——美团2019年第四季度佣金收入增长39.6%,增速超过全年的增速,这意味着美团对商家的诉求置之不理,抽佣行为非但没有下降还是在上涨。\n从这个角度而言,美团的盈利,背后是无数商家的不堪重负。\n高额抽佣阻碍成长之路?\n实际上,从商业行为来看,美团不断上涨的佣金,反而阻碍了自身成长之路。\n美团2019年第四季度实现GMV为1899亿元(编者注:交易总额),同比增速为37.6%,同比数据虽然看着还行,但一环比就会发现,相比2019年第三季度非但没有增加反而下降了47亿元,这个问题在单季营业收入增速上也有体现:2019年第四季度营业收入同比增长42.2%,不及去年同期增速的一半。\n究其原因,很可能与商家与用户疏远美团有关:交易用户数增速及活跃商家数增速由2018年的29.3%和32.1%,大幅降至2019年的12.5%和7.1%。对比2019年Q3亦增速放缓,2019年Q3分别14%和8.8%。\n作为桥接需求端与供应端的平台,美团左手服务用户、右手服务商户,本质上做的是平台服务生意,一方失衡就会引发连锁反应从而拖累整体。\n原本商家对美团就颇有怨言,后者更是通过“二选一”策略变本加厉地进行压榨,令部分老商户出走新商户望而却步。\n“最初的佣金点数是16%,我做了一年后涨到18%,最近涨到了21%,如果做双平台的话就是25%,最后不得不退出。”一家炸鸡店店主表示,如此一来就基本上无利可图。\n一名餐饮行业观察人士表示,外卖平台呈现双雄并立格局,倘若只选择一边,就会失去另外一边的市场,多数商家不愿只在一个平台接单:“如果想做双平台,本来就不低的佣金还要上调,商户也只能勒紧裤腰带”。\n据人民网、四川电视台、界面新闻等多家媒体报道,海口、长春、成都、扬州、无锡、眉山、六安等数十个城市的商家挺身而出反对美团“二选一”变相提高抽佣标准。\n而据2009年1月1日实施的《中华人民共和国电子商务法》第二十二条显示,电子商务经营者不得滥用市场支配地位,排除、限制竞争,因此美团多次被调查。譬如2019年美团因强迫商家二选一先后在青海、海南、浙江、云南多地被立案调查;四川省市场监督管理局发布了《关于有序推进餐饮业复工复产有关事项的通知》,通知中第三条明确规定,如有网络餐饮平台开展“二选一”等不正当行为,及时通报将严厉查处。\n“我们认为这是垄断和不正当竞争,并趁疫情捞钱。”此前,四川南充火锅协会会长何伟就公开表示,有协会会员考虑全部在美团平台关店。\n这就是为何美团遭遇成长瓶颈的关键因素——不断上涨的佣金,不但降低了商家的活跃度,还降低了平台的吸引力,并最终波及平台方。\n交易用户数增速及活跃商家数增速双双下滑\n不受重视的研发\n与不断上涨的佣金相对应,是研发投入占比的不断下降。\n相关数据显示,美团2018年研发投入增速为93.9%,超过营业收入增速, 2019这个数值陡降为19.4%,不足营业收入增速的40%。\n到了2019年第四季度,美团研发支出为22亿元,营业收入为282亿元,研发支出占收入百分比7.8%;而去年同期研发支出为20亿元,营业收入为198亿元,研发支出占收入百分比10.1%。\n以此计算,也就是研发投入占比非但未上涨,反而下降了2.3个百分点。来自美团的财报称,主要归因于研发人员的平均薪金及福利以及以股份为基础的薪酬开支增加令员工福利开支增加。\n某种程度上,这意味着研发投入在美团不在受重视。比如为B端提供数字服务的美团云,最近就宣布将停止对公服务。\n有观察人士表示,辛苦研发获得技术成果,再将技术成果推广应用,最终转化为业绩利润,这个过程漫长且充满不确定性,远远不及提高抽佣来的实惠。\n其实,美团对B端数字化服务原本寄予厚望,该服务可为平台上的商家提供数字化营销服务、餐厅管理系统、餐饮供应链B2B平台、SaaS收银业务等。\n美团点评发布的《中国餐饮报告2019》显示,过去一年中国餐饮市场规模已达4.2万亿,但餐饮的线上化水平只有10%左右,B端商家的数字化能力差,市场前景广阔。\n然而要深耕这个市场困难重重,美团餐饮学院院长白秀峰曾坦承:美团在B端业务上的投入短期内是很大的,餐饮商家的数字化是一个漫长的过程,需要改造的地方很多。\n正因为B端数字化服务增长耗时且缓慢,自然不如见效快的高额抽佣,对美团的业绩提升的帮助大。\n为B端提供数字服务的美团云将停止对公服务\n研发不足,或许在未来让美团其他业务更承压,比如毛利率为88.6%、提供了接近60%毛利润的到店酒旅备业务,因蔓延全球的新冠肺炎一片萧条,2020上半年恢复的可能性较小而下半年也充满了不确定性。对此美团官方坦承:“疫情对公司2020年第一季度产生下行压力,并预估今年第一季度业绩或亏损,未来几个季度的经营业绩亦会受到不利影响。”\n如此情况下,为了避免2020年业绩大幅下滑,美团可能对上涨抽佣更为依赖。或许到那时,美团将难以避免更多商户和业界的质疑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967969722,"gmtCreate":1584524371366,"gmtModify":1704354609160,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>财报显然要对着股价来说才有意义啊,两年来股价低迷,现在增速反转,明显是好事啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>财报显然要对着股价来说才有意义啊,两年来股价低迷,现在增速反转,明显是好事啊","text":"$腾讯控股(00700)$财报显然要对着股价来说才有意义啊,两年来股价低迷,现在增速反转,明显是好事啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967969722","isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967984232,"gmtCreate":1584523896926,"gmtModify":1704354604621,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"为啥是报忧不报喜啊,财报看起来不错啊","listText":"为啥是报忧不报喜啊,财报看起来不错啊","text":"为啥是报忧不报喜啊,财报看起来不错啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967984232","repostId":"1110892654","repostType":4,"repost":{"id":"1110892654","kind":"news","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":1584522851,"share":"https://www.laohu8.com/m/news/1110892654?lang=&edition=full","pubTime":"2020-03-18 17:14","market":"hk","language":"zh","title":"腾讯2019年第四季度净利润215.8亿元,不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1110892654","media":"老虎资讯综合","summary":"3月18日讯,腾讯控股发布2019年业绩,财报显示,2019年第四季度收入为1058亿元人民币,市场预期为1029.24亿元,上年同期为848.96亿元;第四季度净利润为215.8亿元人民币,市场预期","content":"<p><span>3月18日讯,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布2019年业绩,财报显示,2019年第四季度收入为1058亿元人民币,市场预期为1029.24亿元,上年同期为848.96亿元;第四季度净利润为215.8亿元人民币,市场预期为228.45亿元,上年同期为142.29亿元。</span></p><p><span>2019年全年收入为3772.89亿元人民币,市场预期为3764.45亿元,上年同期为3126.94亿元;2019年全年净利润为933.1亿元人民币,市场预期为943.15亿元,上年同期为787.19亿元。</span><img src=\"https://static.tigerbbs.com/33187abb210279780386a3d942a5f0b8\" /><span>财报显示:</span></p><p>截至2019年12月31日,微信及WeChat的合并月活跃账户数达11.648亿,同比增长6.1%。</p><p>2019年网络游戏收入增长10%至人民币1147亿元。<span>2019年来自国际市场的游戏营收占比增长至23%。</span></p><p><span>2019年,小程序的日均交易笔数同比增长超过一倍,交易总额超过人民币8000亿元。</span></p><p><span>2019年,我们的收费增值服务账户数同比增长12%至1.8亿。</span></p><p>自新型冠状病毒疫情爆发以来,QQ家校群为超过1.2亿用户提供了群课堂直播、线上辅导课程及作业管理工具等,助力开展线上及线下教育。</p><p><span>腾讯会议自二零一九年十二月底推出后的两个月内,日活跃账户数超过1000万,成为当前中国最多人使用的视频会议专用应用。</span></p><p><span>截止今日港股全天收盘,腾讯控股跌4.52%,报334港元。</span><img src=\"https://static.tigerbbs.com/4458e9638f47e02ea87c8092903865b9\" /><span><br /></span></p>","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>腾讯2019年第四季度净利润215.8亿元,不及预期</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腾讯2019年第四季度净利润215.8亿元,不及预期\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\">2020-03-18 17:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>3月18日讯,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布2019年业绩,财报显示,2019年第四季度收入为1058亿元人民币,市场预期为1029.24亿元,上年同期为848.96亿元;第四季度净利润为215.8亿元人民币,市场预期为228.45亿元,上年同期为142.29亿元。</span></p><p><span>2019年全年收入为3772.89亿元人民币,市场预期为3764.45亿元,上年同期为3126.94亿元;2019年全年净利润为933.1亿元人民币,市场预期为943.15亿元,上年同期为787.19亿元。</span><img src=\"https://static.tigerbbs.com/33187abb210279780386a3d942a5f0b8\" /><span>财报显示:</span></p><p>截至2019年12月31日,微信及WeChat的合并月活跃账户数达11.648亿,同比增长6.1%。</p><p>2019年网络游戏收入增长10%至人民币1147亿元。<span>2019年来自国际市场的游戏营收占比增长至23%。</span></p><p><span>2019年,小程序的日均交易笔数同比增长超过一倍,交易总额超过人民币8000亿元。</span></p><p><span>2019年,我们的收费增值服务账户数同比增长12%至1.8亿。</span></p><p>自新型冠状病毒疫情爆发以来,QQ家校群为超过1.2亿用户提供了群课堂直播、线上辅导课程及作业管理工具等,助力开展线上及线下教育。</p><p><span>腾讯会议自二零一九年十二月底推出后的两个月内,日活跃账户数超过1000万,成为当前中国最多人使用的视频会议专用应用。</span></p><p><span>截止今日港股全天收盘,腾讯控股跌4.52%,报334港元。</span><img src=\"https://static.tigerbbs.com/4458e9638f47e02ea87c8092903865b9\" /><span><br /></span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/873bcbf4567eafdaf62571cfa892ca26","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110892654","content_text":"3月18日讯,腾讯控股发布2019年业绩,财报显示,2019年第四季度收入为1058亿元人民币,市场预期为1029.24亿元,上年同期为848.96亿元;第四季度净利润为215.8亿元人民币,市场预期为228.45亿元,上年同期为142.29亿元。2019年全年收入为3772.89亿元人民币,市场预期为3764.45亿元,上年同期为3126.94亿元;2019年全年净利润为933.1亿元人民币,市场预期为943.15亿元,上年同期为787.19亿元。财报显示:截至2019年12月31日,微信及WeChat的合并月活跃账户数达11.648亿,同比增长6.1%。2019年网络游戏收入增长10%至人民币1147亿元。2019年来自国际市场的游戏营收占比增长至23%。2019年,小程序的日均交易笔数同比增长超过一倍,交易总额超过人民币8000亿元。2019年,我们的收费增值服务账户数同比增长12%至1.8亿。自新型冠状病毒疫情爆发以来,QQ家校群为超过1.2亿用户提供了群课堂直播、线上辅导课程及作业管理工具等,助力开展线上及线下教育。腾讯会议自二零一九年十二月底推出后的两个月内,日活跃账户数超过1000万,成为当前中国最多人使用的视频会议专用应用。截止今日港股全天收盘,腾讯控股跌4.52%,报334港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912964272,"gmtCreate":1579877601496,"gmtModify":1704340582645,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"金鼠年来啦,我想祝虎友们发大财,秒变高富帅/白富美,争当人生赢家!","listText":"金鼠年来啦,我想祝虎友们发大财,秒变高富帅/白富美,争当人生赢家!","text":"金鼠年来啦,我想祝虎友们发大财,秒变高富帅/白富美,争当人生赢家!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912964272","isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935261022,"gmtCreate":1573638764966,"gmtModify":1704726423343,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"$腾讯控股(00700)$ 游戏回暖,广告业务差不多触底,财报看起来还可以啊,Q4应该好不少","listText":"$腾讯控股(00700)$ 游戏回暖,广告业务差不多触底,财报看起来还可以啊,Q4应该好不少","text":"$腾讯控股(00700)$ 游戏回暖,广告业务差不多触底,财报看起来还可以啊,Q4应该好不少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/935261022","isVote":1,"tweetType":1,"viewCount":4241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452976737730383","authorId":"3452976737730383","name":"越南喜乐多","avatar":"https://static.tigerbbs.com/5bc3211a68ba5ae52069dda95134ec37","crmLevel":7,"crmLevelSwitch":1,"idStr":"3452976737730383","authorIdStr":"3452976737730383"},"content":"请问你炒股赚钱吗?感觉象是来当韭菜的,感谢你,拯救了大家[666]","text":"请问你炒股赚钱吗?感觉象是来当韭菜的,感谢你,拯救了大家[666]","html":"请问你炒股赚钱吗?感觉象是来当韭菜的,感谢你,拯救了大家[666]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292800,"gmtCreate":1539098583414,"gmtModify":1704776612916,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"$拼多多(PDD)$特大喜事,拼多多入住微信","listText":"$拼多多(PDD)$特大喜事,拼多多入住微信","text":"$拼多多(PDD)$特大喜事,拼多多入住微信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292800","isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":78497,"gmtCreate":1501192405747,"gmtModify":1704879321990,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"title":"长达半年的对百度伏击","htmlText":"$百度(BIDU)$ 尽管我对百度伏击了长达半年时间,前几天已经all in了,但昨晚还是挺紧张的。重新查看了近十年的财报,判断出百度的以下几个情况: 1.基本面极其良好,市盈率 市净率 现金储备都处于中概股前列,仅次于网易 2.和搜索部门的同学聊过,百度搜索还处于绝对的领先优势,去年受魏则西影响太大了 3.百度外卖 o2o战略大幅度降低了补贴,人工智能的布局让获客成本大幅度下降 4.百度搞得信息流这个季度极大可能释放潜力 5.旗下爱艺奇会员数大涨,对其补贴下降6.人工智能的无人驾驶落地,下个季度展望 昨晚美股暴跌两个点,但基于以上判断,大概推测出业绩有个非常明显的回升,我大胆的加仓到满额","listText":"$百度(BIDU)$ 尽管我对百度伏击了长达半年时间,前几天已经all in了,但昨晚还是挺紧张的。重新查看了近十年的财报,判断出百度的以下几个情况: 1.基本面极其良好,市盈率 市净率 现金储备都处于中概股前列,仅次于网易 2.和搜索部门的同学聊过,百度搜索还处于绝对的领先优势,去年受魏则西影响太大了 3.百度外卖 o2o战略大幅度降低了补贴,人工智能的布局让获客成本大幅度下降 4.百度搞得信息流这个季度极大可能释放潜力 5.旗下爱艺奇会员数大涨,对其补贴下降6.人工智能的无人驾驶落地,下个季度展望 昨晚美股暴跌两个点,但基于以上判断,大概推测出业绩有个非常明显的回升,我大胆的加仓到满额","text":"$百度(BIDU)$ 尽管我对百度伏击了长达半年时间,前几天已经all in了,但昨晚还是挺紧张的。重新查看了近十年的财报,判断出百度的以下几个情况: 1.基本面极其良好,市盈率 市净率 现金储备都处于中概股前列,仅次于网易 2.和搜索部门的同学聊过,百度搜索还处于绝对的领先优势,去年受魏则西影响太大了 3.百度外卖 o2o战略大幅度降低了补贴,人工智能的布局让获客成本大幅度下降 4.百度搞得信息流这个季度极大可能释放潜力 5.旗下爱艺奇会员数大涨,对其补贴下降6.人工智能的无人驾驶落地,下个季度展望 昨晚美股暴跌两个点,但基于以上判断,大概推测出业绩有个非常明显的回升,我大胆的加仓到满额","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":6,"commentSize":30,"repostSize":0,"link":"https://laohu8.com/post/78497","isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459317312190746","authorId":"3459317312190746","name":"星空的守护者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3459317312190746","authorIdStr":"3459317312190746"},"content":"我是医院的,表示对百度很没有好感,完全没有基本道德的公司,从魏则西出事到现在搜索这边各大知名医院第一个永远是莆田系的","text":"我是医院的,表示对百度很没有好感,完全没有基本道德的公司,从魏则西出事到现在搜索这边各大知名医院第一个永远是莆田系的","html":"我是医院的,表示对百度很没有好感,完全没有基本道德的公司,从魏则西出事到现在搜索这边各大知名医院第一个永远是莆田系的"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":78497,"gmtCreate":1501192405747,"gmtModify":1704879321990,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"title":"长达半年的对百度伏击","htmlText":"$百度(BIDU)$ 尽管我对百度伏击了长达半年时间,前几天已经all in了,但昨晚还是挺紧张的。重新查看了近十年的财报,判断出百度的以下几个情况: 1.基本面极其良好,市盈率 市净率 现金储备都处于中概股前列,仅次于网易 2.和搜索部门的同学聊过,百度搜索还处于绝对的领先优势,去年受魏则西影响太大了 3.百度外卖 o2o战略大幅度降低了补贴,人工智能的布局让获客成本大幅度下降 4.百度搞得信息流这个季度极大可能释放潜力 5.旗下爱艺奇会员数大涨,对其补贴下降6.人工智能的无人驾驶落地,下个季度展望 昨晚美股暴跌两个点,但基于以上判断,大概推测出业绩有个非常明显的回升,我大胆的加仓到满额","listText":"$百度(BIDU)$ 尽管我对百度伏击了长达半年时间,前几天已经all in了,但昨晚还是挺紧张的。重新查看了近十年的财报,判断出百度的以下几个情况: 1.基本面极其良好,市盈率 市净率 现金储备都处于中概股前列,仅次于网易 2.和搜索部门的同学聊过,百度搜索还处于绝对的领先优势,去年受魏则西影响太大了 3.百度外卖 o2o战略大幅度降低了补贴,人工智能的布局让获客成本大幅度下降 4.百度搞得信息流这个季度极大可能释放潜力 5.旗下爱艺奇会员数大涨,对其补贴下降6.人工智能的无人驾驶落地,下个季度展望 昨晚美股暴跌两个点,但基于以上判断,大概推测出业绩有个非常明显的回升,我大胆的加仓到满额","text":"$百度(BIDU)$ 尽管我对百度伏击了长达半年时间,前几天已经all in了,但昨晚还是挺紧张的。重新查看了近十年的财报,判断出百度的以下几个情况: 1.基本面极其良好,市盈率 市净率 现金储备都处于中概股前列,仅次于网易 2.和搜索部门的同学聊过,百度搜索还处于绝对的领先优势,去年受魏则西影响太大了 3.百度外卖 o2o战略大幅度降低了补贴,人工智能的布局让获客成本大幅度下降 4.百度搞得信息流这个季度极大可能释放潜力 5.旗下爱艺奇会员数大涨,对其补贴下降6.人工智能的无人驾驶落地,下个季度展望 昨晚美股暴跌两个点,但基于以上判断,大概推测出业绩有个非常明显的回升,我大胆的加仓到满额","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":6,"commentSize":30,"repostSize":0,"link":"https://laohu8.com/post/78497","isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459317312190746","authorId":"3459317312190746","name":"星空的守护者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3459317312190746","authorIdStr":"3459317312190746"},"content":"我是医院的,表示对百度很没有好感,完全没有基本道德的公司,从魏则西出事到现在搜索这边各大知名医院第一个永远是莆田系的","text":"我是医院的,表示对百度很没有好感,完全没有基本道德的公司,从魏则西出事到现在搜索这边各大知名医院第一个永远是莆田系的","html":"我是医院的,表示对百度很没有好感,完全没有基本道德的公司,从魏则西出事到现在搜索这边各大知名医院第一个永远是莆田系的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935261022,"gmtCreate":1573638764966,"gmtModify":1704726423343,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"$腾讯控股(00700)$ 游戏回暖,广告业务差不多触底,财报看起来还可以啊,Q4应该好不少","listText":"$腾讯控股(00700)$ 游戏回暖,广告业务差不多触底,财报看起来还可以啊,Q4应该好不少","text":"$腾讯控股(00700)$ 游戏回暖,广告业务差不多触底,财报看起来还可以啊,Q4应该好不少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/935261022","isVote":1,"tweetType":1,"viewCount":4241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452976737730383","authorId":"3452976737730383","name":"越南喜乐多","avatar":"https://static.tigerbbs.com/5bc3211a68ba5ae52069dda95134ec37","crmLevel":7,"crmLevelSwitch":1,"idStr":"3452976737730383","authorIdStr":"3452976737730383"},"content":"请问你炒股赚钱吗?感觉象是来当韭菜的,感谢你,拯救了大家[666]","text":"请问你炒股赚钱吗?感觉象是来当韭菜的,感谢你,拯救了大家[666]","html":"请问你炒股赚钱吗?感觉象是来当韭菜的,感谢你,拯救了大家[666]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389258845470824,"gmtCreate":1736059606897,"gmtModify":1736059609220,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"特斯拉涨的太多了 ywd机会更大","listText":"特斯拉涨的太多了 ywd机会更大","text":"特斯拉涨的太多了 ywd机会更大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389258845470824","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927101894,"gmtCreate":1588767848418,"gmtModify":1704178347185,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>四月份同比正增长,牛逼","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>四月份同比正增长,牛逼","text":"$吉利汽车(00175)$四月份同比正增长,牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927101894","isVote":1,"tweetType":1,"viewCount":3547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629625334,"gmtCreate":1670489548728,"gmtModify":1670490152040,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a><v-v data-views=\"1\"></v-v>香港,来了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a><v-v data-views=\"1\"></v-v>香港,来了","text":"$老虎证券(TIGR)$ 香港,来了","images":[{"img":"https://static.tigerbbs.com/d8282087a8cf1710a768b8ee0997527c","width":"1080","height":"2034"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629625334","isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":292800,"gmtCreate":1539098583414,"gmtModify":1704776612916,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"$拼多多(PDD)$特大喜事,拼多多入住微信","listText":"$拼多多(PDD)$特大喜事,拼多多入住微信","text":"$拼多多(PDD)$特大喜事,拼多多入住微信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292800","isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316749158387984,"gmtCreate":1718349734984,"gmtModify":1718350043217,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$</a> ","listText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$</a> ","text":"$3倍做多20年期以上国债ETF-Direxion(TMF)$","images":[{"img":"https://static.tigerbbs.com/a615bb1cb50e08304adf8316bd3ffd40","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316749158387984","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":389701905354840,"gmtCreate":1736149762367,"gmtModify":1736149905009,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> 开仓","listText":"<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> 开仓","text":"$老铺黄金(06181)$ 开仓","images":[{"img":"https://static.tigerbbs.com/eb195fc59ff638b276b3f0f96d3e0a52","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389701905354840","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":389195881116112,"gmtCreate":1736059551819,"gmtModify":1736061748815,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"无脑打新 对标泡泡玛特40pe","listText":"无脑打新 对标泡泡玛特40pe","text":"无脑打新 对标泡泡玛特40pe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389195881116112","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389192427921904,"gmtCreate":1736059481446,"gmtModify":1736061745976,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/APP 20250131 345.0 PUT\">$APP 20250131 345.0 PUT$</a> AI应用持续涨","listText":"<a href=\"https://laohu8.com/OPT/APP 20250131 345.0 PUT\">$APP 20250131 345.0 PUT$</a> AI应用持续涨","text":"$APP 20250131 345.0 PUT$ AI应用持续涨","images":[{"img":"https://static.tigerbbs.com/9412dba86da56085bdb30c2aa7bcda94","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389192427921904","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":387555550065144,"gmtCreate":1735656585590,"gmtModify":1735656587339,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/4185926404090432\">@MouInvestment</a> ","listText":"<a href=\"https://laohu8.com/U/4185926404090432\">@MouInvestment</a> ","text":"@MouInvestment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387555550065144","repostId":"387521097900120","repostType":1,"repost":{"id":387521097900120,"gmtCreate":1735640050380,"gmtModify":1735657802900,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【2024跨年有奖活动】来老虎音乐节,选出你最喜欢的股市金曲!","htmlText":"小虎君带着老虎社区特别版股市金曲赶来了!在2024的最后一天,为股市打个总结,做个小小的收官,也祝大家完美结束2024,开启幸运2025!快来叫上你的小伙伴们一起看看改编版歌词有没有戳中你的心趴[爱你]点击链接跳转到各单曲:<a href=\"https://laohu8.com/TW/387522401087576\" target=\"_blank\">🎵拼多多传奇</a><a href=\"https://laohu8.com/TW/387522932383792\" target=\"_blank\">🎵股勇者</a><a href=\"https://laohu8.com/TW/387522831622232\" target=\"_blank\">🎵感谢你曾来过小米</a><a href=\"https://laohu8.com/TW/387523369623600\" target=\"_blank\">🎵恒指两万点下</a><a href=\"https://laohu8.com/TW/387523204522072\" target=\"_blank\">🎵不危险派对</a><a href=\"https://laohu8.com/TW/387523709702192\" target=\"_blank\">🎵APT</a><a href=\"https://laohu8.com/TW/387523831230512\" target=\"_blank\">🎵Y.M.C.A.</a><a href=\"https://laohu8.com/TW/387523988791344\" target=\"_blank\">🎵Welcome to New Year</a>感谢各位提供歌词灵感的朋友们!在观看的同时,还可以根据音色大胆猜猜是谁在演唱?【参与方式】转发本帖,并@至少一位好友,邀请他们一起参与活动。在评论区留言,上述","listText":"小虎君带着老虎社区特别版股市金曲赶来了!在2024的最后一天,为股市打个总结,做个小小的收官,也祝大家完美结束2024,开启幸运2025!快来叫上你的小伙伴们一起看看改编版歌词有没有戳中你的心趴[爱你]点击链接跳转到各单曲:<a href=\"https://laohu8.com/TW/387522401087576\" target=\"_blank\">🎵拼多多传奇</a><a href=\"https://laohu8.com/TW/387522932383792\" target=\"_blank\">🎵股勇者</a><a href=\"https://laohu8.com/TW/387522831622232\" target=\"_blank\">🎵感谢你曾来过小米</a><a href=\"https://laohu8.com/TW/387523369623600\" target=\"_blank\">🎵恒指两万点下</a><a href=\"https://laohu8.com/TW/387523204522072\" target=\"_blank\">🎵不危险派对</a><a href=\"https://laohu8.com/TW/387523709702192\" target=\"_blank\">🎵APT</a><a href=\"https://laohu8.com/TW/387523831230512\" target=\"_blank\">🎵Y.M.C.A.</a><a href=\"https://laohu8.com/TW/387523988791344\" target=\"_blank\">🎵Welcome to New Year</a>感谢各位提供歌词灵感的朋友们!在观看的同时,还可以根据音色大胆猜猜是谁在演唱?【参与方式】转发本帖,并@至少一位好友,邀请他们一起参与活动。在评论区留言,上述","text":"小虎君带着老虎社区特别版股市金曲赶来了!在2024的最后一天,为股市打个总结,做个小小的收官,也祝大家完美结束2024,开启幸运2025!快来叫上你的小伙伴们一起看看改编版歌词有没有戳中你的心趴[爱你]点击链接跳转到各单曲:🎵拼多多传奇🎵股勇者🎵感谢你曾来过小米🎵恒指两万点下🎵不危险派对🎵APT🎵Y.M.C.A.🎵Welcome to New Year感谢各位提供歌词灵感的朋友们!在观看的同时,还可以根据音色大胆猜猜是谁在演唱?【参与方式】转发本帖,并@至少一位好友,邀请他们一起参与活动。在评论区留言,上述","images":[{"img":"https://static.tigerbbs.com/dcb861540aa3c1ba38141860ae6b0819"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387521097900120","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3632,"gmtBegin":1735641384035,"gmtEnd":1741363200000,"type":1,"upper":2,"title":"2024老虎音乐节选出你最喜欢的那首歌","choices":[{"id":12916,"sort":1,"name":"🎵拼多多传奇","userSize":13,"voted":false},{"id":12917,"sort":2,"name":"🎵股勇者","userSize":22,"voted":false},{"id":12919,"sort":3,"name":"🎵感谢你曾来过小米","userSize":9,"voted":false},{"id":12920,"sort":4,"name":"🎵恒指两万点下","userSize":2,"voted":false},{"id":12921,"sort":5,"name":"🎵不危险派对","userSize":3,"voted":false},{"id":12922,"sort":6,"name":"🎵APT","userSize":8,"voted":false},{"id":12923,"sort":7,"name":"🎵Y.M.C.A.","userSize":14,"voted":false},{"id":12924,"sort":8,"name":"🎵Welcome to NY","userSize":10,"voted":false}]},"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349977464959040,"gmtCreate":1726471740967,"gmtModify":1726471742630,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349977464959040","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296577528779040,"gmtCreate":1713444253365,"gmtModify":1713444255262,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"24.88w","listText":"24.88w","text":"24.88w","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296577528779040","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272028881285328,"gmtCreate":1707451064485,"gmtModify":1707451065905,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"龙年吉祥","listText":"龙年吉祥","text":"龙年吉祥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272028881285328","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620649875,"gmtCreate":1669735784297,"gmtModify":1669735785949,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620649875","repostId":"667338647","repostType":1,"repost":{"id":667338647,"gmtCreate":1668566210289,"gmtModify":1669712020522,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"小虎足球季火热开启!参与瓜分价值20万美元奖励","htmlText":"四年一度世界杯要来了!接下来的日子,是属于足球的季节,全世界的目光都将被足球所吸引,一场属于全世界足球迷们的盛会就要开始啦!看球的同时,别忘了打开你的Tiger Trade App,一起参加专属于虎友们的小虎足球季活动,有机会瓜分价值最高20万美元的奖励!在这里你可以跟我们一起玩“完美射门”的小游戏,轻触按钮,享受进球的快感。坚持做任务玩游戏,赢积分去兑换价值最高2000美元的股票代金券。你还可以参与赛事竞猜,为你的支持的球队呐喊助威。除此之外,每天来参加活动就有机会获得小虎球星卡,门将,前锋,后卫...集齐全部11张球星卡就可以组成一支属于自己的小虎足球队,赢得更多游戏积分以及最高10股曼联股票,成为豪门球队的股东!玩法多多,奖励丰富,等你来发现!小提示:活动期间,每天登录活动页面都可以免费获得一份神秘礼物哦!活动时间:2022年11月29日-2023年1月20日<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/world-cup/?adcode=20221031201028#/\" target=\"_blank\">点击这里立刻参与活动</a><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=footballseason\" target=\"_blank\">点击这里查看更多规则详情</a>","listText":"四年一度世界杯要来了!接下来的日子,是属于足球的季节,全世界的目光都将被足球所吸引,一场属于全世界足球迷们的盛会就要开始啦!看球的同时,别忘了打开你的Tiger Trade App,一起参加专属于虎友们的小虎足球季活动,有机会瓜分价值最高20万美元的奖励!在这里你可以跟我们一起玩“完美射门”的小游戏,轻触按钮,享受进球的快感。坚持做任务玩游戏,赢积分去兑换价值最高2000美元的股票代金券。你还可以参与赛事竞猜,为你的支持的球队呐喊助威。除此之外,每天来参加活动就有机会获得小虎球星卡,门将,前锋,后卫...集齐全部11张球星卡就可以组成一支属于自己的小虎足球队,赢得更多游戏积分以及最高10股曼联股票,成为豪门球队的股东!玩法多多,奖励丰富,等你来发现!小提示:活动期间,每天登录活动页面都可以免费获得一份神秘礼物哦!活动时间:2022年11月29日-2023年1月20日<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/world-cup/?adcode=20221031201028#/\" target=\"_blank\">点击这里立刻参与活动</a><a href=\"https://www.tigerbrokers.com.sg/activity/forapp/rules/?id=footballseason\" target=\"_blank\">点击这里查看更多规则详情</a>","text":"四年一度世界杯要来了!接下来的日子,是属于足球的季节,全世界的目光都将被足球所吸引,一场属于全世界足球迷们的盛会就要开始啦!看球的同时,别忘了打开你的Tiger Trade App,一起参加专属于虎友们的小虎足球季活动,有机会瓜分价值最高20万美元的奖励!在这里你可以跟我们一起玩“完美射门”的小游戏,轻触按钮,享受进球的快感。坚持做任务玩游戏,赢积分去兑换价值最高2000美元的股票代金券。你还可以参与赛事竞猜,为你的支持的球队呐喊助威。除此之外,每天来参加活动就有机会获得小虎球星卡,门将,前锋,后卫...集齐全部11张球星卡就可以组成一支属于自己的小虎足球队,赢得更多游戏积分以及最高10股曼联股票,成为豪门球队的股东!玩法多多,奖励丰富,等你来发现!小提示:活动期间,每天登录活动页面都可以免费获得一份神秘礼物哦!活动时间:2022年11月29日-2023年1月20日点击这里立刻参与活动点击这里查看更多规则详情","images":[{"img":"https://static.tigerbbs.com/ed7fdf5b2bd7479e2a93f94d0d8fd87c","width":"404","height":"716"},{"img":"https://static.tigerbbs.com/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://static.tigerbbs.com/2aed2fff168d6e6ccb99349b3f0a0103","width":"405","height":"718"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667338647","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631272709,"gmtCreate":1644815195517,"gmtModify":1644815195517,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"Tik Tok","listText":"Tik Tok","text":"Tik Tok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631272709","repostId":"1126133701","repostType":2,"isVote":1,"tweetType":1,"viewCount":2364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923309427,"gmtCreate":1585726700069,"gmtModify":1704358768577,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"明显是养活骑手了,佣金655亿,自己才赚几十亿,这得多大的慈善家啊","listText":"明显是养活骑手了,佣金655亿,自己才赚几十亿,这得多大的慈善家啊","text":"明显是养活骑手了,佣金655亿,自己才赚几十亿,这得多大的慈善家啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923309427","repostId":"1191096598","repostType":4,"isVote":1,"tweetType":1,"viewCount":2647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967969722,"gmtCreate":1584524371366,"gmtModify":1704354609160,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>财报显然要对着股价来说才有意义啊,两年来股价低迷,现在增速反转,明显是好事啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>财报显然要对着股价来说才有意义啊,两年来股价低迷,现在增速反转,明显是好事啊","text":"$腾讯控股(00700)$财报显然要对着股价来说才有意义啊,两年来股价低迷,现在增速反转,明显是好事啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967969722","isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967984232,"gmtCreate":1584523896926,"gmtModify":1704354604621,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"为啥是报忧不报喜啊,财报看起来不错啊","listText":"为啥是报忧不报喜啊,财报看起来不错啊","text":"为啥是报忧不报喜啊,财报看起来不错啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967984232","repostId":"1110892654","repostType":4,"isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912964272,"gmtCreate":1579877601496,"gmtModify":1704340582645,"author":{"id":"121650011467360","authorId":"121650011467360","name":"时间的玫瑰567","avatar":"https://static.tigerbbs.com/2fcaf1bbe267cd17a6fdfe7122fd23d5","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"121650011467360","authorIdStr":"121650011467360"},"themes":[],"htmlText":"金鼠年来啦,我想祝虎友们发大财,秒变高富帅/白富美,争当人生赢家!","listText":"金鼠年来啦,我想祝虎友们发大财,秒变高富帅/白富美,争当人生赢家!","text":"金鼠年来啦,我想祝虎友们发大财,秒变高富帅/白富美,争当人生赢家!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912964272","isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}