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虎虎生威x

虎虎生威x

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2017-03-02

不废话

$京东(JD)$ 我看好你！

2017-02-27

$京东(JD)$ 大家都没发现京东金融要私有化吗？估值500亿。

2017-02-04

沃尔玛又增持了1.3%京东的股票

$京东(JD)$ 又增持了！

沃尔玛又增持了1.3%京东的股票

2017-03-02

讲真，没我预期的好

$京东(JD)$ 据彭博报道，京东第四季度每股ADS亏损0.18美元，第四季度调整后每股ADS收益0.06美元。京东第四季度成交总额302亿美元，净收入116亿美元。京东预计第一季度净收入723亿元至743亿元人民币。此外，京东同意出售京东金融68.6%股份。京东出售京东金融股份将获得大约143亿元人民币现金。

讲真，没我预期的好

2017-04-24

$京东(JD)$ 砸盘很厉害啊，要不要撤呢？

2017-05-24

大事不妙

$京东(JD)$ 大事不妙，40破了了，这是要奔35的节奏啊。快跑啊，

2017-04-13

$网易(NTES)$ 快到了

2016-10-19

卧擦，又来这招！

$京东(JD)$ 卧擦又高开，娘子，快来看上帝!

卧擦，又来这招！

2016-11-15

$京东(JD)$ 今晚有种不祥的预感

2016-10-28

$京东(JD)$ 总感觉这货有啥利空我们不知道

2017-03-02

$京东(JD)$ 盘前跌下来了，建议大家不要着急卖了！#持有京东的来报个道#

2016-12-14

$京东(JD)$ 不就一整数关口么，怕个鸟

2020-02-10

$瑞幸咖啡(LK)$ 瑞幸咖啡正在构建一个‘自有流量自有产品’的智慧零售平台！瑞幸自带流量，由线上，线下，已经无人咖啡构已经小鹿茶成一个完整的自带流量体系，瑞幸卖的其实不是咖啡，是生态！看好瑞幸股价到60$

02-08

$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$ $两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$$阿里巴巴(BABA)$ $京东(JD)$ 中概股，垃圾中的战斗机

2016-11-02

$京东(JD)$ 大家顶住，马上就要反弹了，因为阿里跌了😄

2017-05-02

$京东(JD)$ 有些头部特征了哦

2016-12-08

风紧

$京东(JD)$ 风紧，撤了一部分出来看看

2017-05-18

$阿里巴巴(BABA)$ $阿里巴巴(BABA)$ 晕倒，你misses，别把$京东(JD)$ 带下来啊

2016-10-17

快跑

$京东(JD)$ 快跑！

2017-08-17

，嘛咪，嘛咪轰！

$京东(JD)$ 嘛咪嘛咪轰，又特么高开了！😄

，嘛咪，嘛咪轰！

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htmlText":"<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$中国海外互联网ETF-KraneShares(KWEB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355834348023832","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308680787783712,"gmtCreate":1716389325166,"gmtModify":1716389326731,"author":{"id":"21871903735000","authorId":"21871903735000","name":"虎虎生威x","avatar":"https://static.tigerbbs.com/8288f5ed674f785235a29b4b00d4443a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21871903735000","authorIdStr":"21871903735000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CWEB\">$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$ &nbsp;</a>拉泥扶不上墙","listText":"<a href=\"https://laohu8.com/S/CWEB\">$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$ &nbsp;</a>拉泥扶不上墙","text":"$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$ 拉泥扶不上墙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308680787783712","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301905178722448,"gmtCreate":1714713402465,"gmtModify":1714715611118,"author":{"id":"21871903735000","authorId":"21871903735000","name":"虎虎生威x","avatar":"https://static.tigerbbs.com/8288f5ed674f785235a29b4b00d4443a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21871903735000","authorIdStr":"21871903735000"},"themes":[],"htmlText":"感觉说反了，是因为没有垃圾A这个搅屎棍了","listText":"感觉说反了，是因为没有垃圾A这个搅屎棍了","text":"感觉说反了，是因为没有垃圾A这个搅屎棍了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/301905178722448","repostId":"2432676430","repostType":2,"repost":{"id":"2432676430","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1714697100,"share":"https://www.laohu8.com/m/news/2432676430?lang=&edition=full","pubTime":"2024-05-03 08:45","market":"hk","language":"zh","title":"港股通“休假”，谁在暴力拉升港股？","url":"https://stock-news.laohu8.com/highlight/detail?id=2432676430","media":"券商中国","summary":"　　港股的基金重仓股的活跃度此前高度依赖于A股基金、沪港深基金，并在过去很长一段时间出现若港股通因假期休市则港股表现难堪的局面，而今在缺乏A股基金、沪港深基金的资金的五一假期，港股不依赖于A股基金的大幅拉升或意味着外资机构和QDII基金正在大力回补仓位，五一假期之前多个港股公司均出现机构、境外主权基金增持股份的现象。有基金经理强调五一期间的服务业、零售业数据或成为外资观察中国宏观经济的一个角度。","content":"<html><head></head><body><p>5月3日，港股三大指数延续昨日上涨走势，今日再度集体高开，盘初恒指涨超2%，恒生科技指数涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822486f2a305073ea853a4f1dc7eaa4f\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f005a65c01b8b2926fd0cad2d8f986d\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">港股的基金重仓股的活跃度此前高度依赖于A股基金、沪港深基金，并在过去很长一段时间出现若港股通因假期休市则港股表现难堪的局面，而今在缺乏A股基金、沪港深基金的资金的五一假期，港股不依赖于A股基金的大幅拉升或意味着外资机构和QDII基金正在大力回补仓位，五一假期之前多个港股公司均出现机构、境外主权基金增持股份的现象。有基金经理强调五一期间的服务业、零售业数据或成为外资观察中国宏观经济的一个角度。</p><p><strong>滞后A股、美股一年，港股AI大模型板块起飞了</strong></p><p style=\"text-align: justify;\">受境外资金挖掘洼地中的港股AI大模型板块，以及外资观察中国五一期间经济复苏情况的乐观判断，香港恒生科技指数飙升超4%，带动AI核心品种全线起飞。</p><p style=\"text-align: justify;\">尽管AI大模型在A股和美股的炒作时间已持续一年，但港股的AI大模型板块却在过去一年间成为许多公募基金经理的阴影，券商中国记者注意到，在A股和美股AI大模型热火朝天的炒作时期，不少错过行情的基金经理南下港股挖掘“更便宜、更正宗的人工智能”，但与基金经理预期相反的是，港股市场不仅对AI大模型在全球的火热无动于衷，更反向出现深度暴跌的罕见景象，这导致许多南下挖掘“正宗标的”的公募在2023年以及2024一季度期间备受打击。</p><p style=\"text-align: justify;\">而今，当A股和美股的AI大模型炒作告一段落之际，包括A股基金、QDII基金以及境外主权基金等全球资本开始加速流入香港市场尤其是科技板块。5月2日，前期被公募基金大量减持和低配的港股上市的科技股全线拉升，显现出机构资金回补的逻辑。</p><p style=\"text-align: justify;\">券商中国记者注意到，公募前期减持越多，当下回补资金越猛，截至5月2日收盘，去年四季度被基金减持干净的商汤科技当日大涨超36%，8个交易日内累计涨幅高达1.7倍。在此前的连续杀跌行情中，从十余只公募基金重仓到如今剩下一只基金独苗的微盟集团也大涨14.39%。根据基金一季度报告，目前仅剩下嘉实港股互联网基金持仓该股。</p><p style=\"text-align: justify;\">此外，公募基金挖掘的AI概念股金蝶国际5月2日涨超11%，在AI领域与商汤科技、优必选齐名的第四范式大涨超14%，与华为、腾讯分别合作医疗大模型和人工智能实验室的医渡科技涨近5%，8个交易日已为基金经理带来30%的收益，发布AI大模型的美图公司在多只明星基金的资金回补下亦上涨约4%，在新质生产力、工业机器人和AI大模型三大概念刺激下，针对制造业赛道发布生成式AI工业制造大模型的创新奇智，亦随着机构资金回补而飙升约15%；而在2023年年度报告中宣布医疗AI大模型和生成式医学AI已首次实现商业化落地的医脉通，此前亦遭资金抛售，5月2日该股涨近5%，最新基金一季度报告显示，医脉通在AI大模型的加持下，今年一季度期间迎来国泰基金旗下公募产品的重仓。</p><p><strong>A股基金假期暂别港股通，谁在补仓港股？</strong></p><p style=\"text-align: justify;\">在过去一年间，每一轮假期因港股通暂停导致A股基金无法南下，导致港股在缺乏公募港股通资金的助力下，往往在假期成为杀跌对象，而今港股通暂停中的港股如此凶猛上涨的做多力量是谁？</p><p style=\"text-align: justify;\">“我们判断当前港股通暂停时的港股行情主要是外资机构和公募QDII资金在持续做多。”深圳一位通过港股通重仓港股的基金经理认为，此前已有大量外资机构在今年一季度开始买入观察仓，同时QDII基金的港股仓位在过去三个月的时间内一直在稳步增加，但由于港股仓位在许多公募QDII仓位占比中仍然较低，这也意味着这种增仓的空间还比较大。券商中国记者也注意到，从600亿港元市值跌至50亿港元市值的AI医疗大模型公司医渡科技，4月24日发布的港股权益披露信息显示，国际主权基金BIA公司增仓该股至5360万股。而微盟集团在5月2日的大幅拉升亦因4月30日晚间所发布的公告，腾讯公司以定增方式增持这家向AI赛道转型的技术营销公司，并使得微盟集团补充约9亿元的资金。</p><p style=\"text-align: justify;\">显而易见，五一期间A股基金无法通过港股通南下的背景下，港股的强力上涨更隐含出当前港股市场已不仅仅是内地公募机构看好趋势行情，海外资金的回流亦与内地机构保持一致。港股华宝港股互联网基金经理丰晨成认为，从中国经济复苏节奏上看，宏观面的预期仍是分子端扰动投资者情绪的因素，五一期间的服务业、零售业数据或成为外资观察中国宏观经济的一个角度。</p><p style=\"text-align: justify;\">业内人士亦强调，5月2日港股通暂停中的科技指数暴涨局面，反映出当下港股的风险偏好开始大幅增加，并已从内地公募单方面看好市场转向A股基金、港股基金、QDII基金和外资机构的一致性做多氛围。</p><p style=\"text-align: justify;\">关于港股市场尤其是连续下跌时间一年甚至三年的科技股，公募基金究竟如何看待姗姗来迟的港股AI行情？</p><p style=\"text-align: justify;\">对此，南方香港成长基金经理王士聪认为，全球AI周期仍在中早期阶段，AI将成为未来 10 年社会生产效率提升的关键因素。硬件方面，GPU仍是主线，需求端，不仅 GPT、Claude、Sora、Gemini等大模型仍在快速更新，推理端也有更多应用落地，英伟达在GTC大会上发布新的B系列GPU，效能和架构都有较大提升，尤其适合推理端的应用，也给整体上游产业链带来重大机会，英伟达的大部分上游产业链都在中国内地和中国台湾地区。除了服务器，更多端侧的算力将跟随AI手机、AIPC的兴起开始逐步发力，并可能在2024年下半年到2025年进一步提速，进而在未来2—3年带动新一轮换机周期，同时， 这也带来先进制造的投资机会，预计AI技术将逐步应用到各类垂类应用中， 图文、视频、自动驾驶、推荐算法、教育、数据库等领域都会在 2024年迎来突破性进展。</p><p style=\"text-align: justify;\">平安沪港深基金经理刘杰认为，2024 年权益市场走势的主要因素包括国内外经济形势、国际货币环境、国际贸易关系等。国内经济走势筑稳向好的中期趋势不变，而外需目前来看好于市场预期，为中国制造 业“出海”寻找新的成长方向提供了更多机会，基金也在努力发掘中国制造业中具备全球竞争力、 能够走向全球成长壮大的细分品种；国际货币环境一旦主要国家开启宽松周期，全球资本市场估 值有望边际修复，基本面也会出现边际改善；国际贸易关系在今年全球“大选年”的背景下，可能存在一定扰动因素，相信在国际分工及全球化的大趋势下，国际市场会是中国制造业 的重要成长与发展方向。2024 年权益市场可能仍将表现为一定的分化特征。一方面，市场将继续在具备防御属性的低估值高股息品种如公用事业、大金融、交运、资源股中寻找相对确定的现金回报机会；而与此同时，数字经济、智能驾驶、机器人等为代表的长期创新成长方向在相关品种估值充分调整后，个股机会也将逐渐显现。</p><p style=\"text-align: justify;\">诺安基金研究部总经理邓心怡也表示，AI人工智能的需求端，各类应用层出不穷，尤其是近期以KIMI为代表的国产大模型不断迭代，看到了国内人工智能发展的进展曙光，相信随着全球大模型能力的不断提升，To B端的办公、编程、营销等场景，To C端自动驾驶、图文生成、游戏等领域都有望迎来渗透率的快速提升， AI PC /手机/ MR等硬件创新有望进一步促进AI进入能力迭代的正反馈。另外在政策层面，政府工作报告提出“人工智能+”行动，相关政策与战略布局也明确提出了加快推动人工智能发展的要求。因此，随着大模型能力的持续提升，有望迎来算力和应用需求的爆发性增长。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股通“休假”，谁在暴力拉升港股？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股通“休假”，谁在暴力拉升港股？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-05-03 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月3日，港股三大指数延续昨日上涨走势，今日再度集体高开，盘初恒指涨超2%，恒生科技指数涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/822486f2a305073ea853a4f1dc7eaa4f\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f005a65c01b8b2926fd0cad2d8f986d\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">港股的基金重仓股的活跃度此前高度依赖于A股基金、沪港深基金，并在过去很长一段时间出现若港股通因假期休市则港股表现难堪的局面，而今在缺乏A股基金、沪港深基金的资金的五一假期，港股不依赖于A股基金的大幅拉升或意味着外资机构和QDII基金正在大力回补仓位，五一假期之前多个港股公司均出现机构、境外主权基金增持股份的现象。有基金经理强调五一期间的服务业、零售业数据或成为外资观察中国宏观经济的一个角度。</p><p><strong>滞后A股、美股一年，港股AI大模型板块起飞了</strong></p><p style=\"text-align: justify;\">受境外资金挖掘洼地中的港股AI大模型板块，以及外资观察中国五一期间经济复苏情况的乐观判断，香港恒生科技指数飙升超4%，带动AI核心品种全线起飞。</p><p style=\"text-align: justify;\">尽管AI大模型在A股和美股的炒作时间已持续一年，但港股的AI大模型板块却在过去一年间成为许多公募基金经理的阴影，券商中国记者注意到，在A股和美股AI大模型热火朝天的炒作时期，不少错过行情的基金经理南下港股挖掘“更便宜、更正宗的人工智能”，但与基金经理预期相反的是，港股市场不仅对AI大模型在全球的火热无动于衷，更反向出现深度暴跌的罕见景象，这导致许多南下挖掘“正宗标的”的公募在2023年以及2024一季度期间备受打击。</p><p style=\"text-align: justify;\">而今，当A股和美股的AI大模型炒作告一段落之际，包括A股基金、QDII基金以及境外主权基金等全球资本开始加速流入香港市场尤其是科技板块。5月2日，前期被公募基金大量减持和低配的港股上市的科技股全线拉升，显现出机构资金回补的逻辑。</p><p style=\"text-align: justify;\">券商中国记者注意到，公募前期减持越多，当下回补资金越猛，截至5月2日收盘，去年四季度被基金减持干净的商汤科技当日大涨超36%，8个交易日内累计涨幅高达1.7倍。在此前的连续杀跌行情中，从十余只公募基金重仓到如今剩下一只基金独苗的微盟集团也大涨14.39%。根据基金一季度报告，目前仅剩下嘉实港股互联网基金持仓该股。</p><p style=\"text-align: justify;\">此外，公募基金挖掘的AI概念股金蝶国际5月2日涨超11%，在AI领域与商汤科技、优必选齐名的第四范式大涨超14%，与华为、腾讯分别合作医疗大模型和人工智能实验室的医渡科技涨近5%，8个交易日已为基金经理带来30%的收益，发布AI大模型的美图公司在多只明星基金的资金回补下亦上涨约4%，在新质生产力、工业机器人和AI大模型三大概念刺激下，针对制造业赛道发布生成式AI工业制造大模型的创新奇智，亦随着机构资金回补而飙升约15%；而在2023年年度报告中宣布医疗AI大模型和生成式医学AI已首次实现商业化落地的医脉通，此前亦遭资金抛售，5月2日该股涨近5%，最新基金一季度报告显示，医脉通在AI大模型的加持下，今年一季度期间迎来国泰基金旗下公募产品的重仓。</p><p><strong>A股基金假期暂别港股通，谁在补仓港股？</strong></p><p style=\"text-align: justify;\">在过去一年间，每一轮假期因港股通暂停导致A股基金无法南下，导致港股在缺乏公募港股通资金的助力下，往往在假期成为杀跌对象，而今港股通暂停中的港股如此凶猛上涨的做多力量是谁？</p><p style=\"text-align: justify;\">“我们判断当前港股通暂停时的港股行情主要是外资机构和公募QDII资金在持续做多。”深圳一位通过港股通重仓港股的基金经理认为，此前已有大量外资机构在今年一季度开始买入观察仓，同时QDII基金的港股仓位在过去三个月的时间内一直在稳步增加，但由于港股仓位在许多公募QDII仓位占比中仍然较低，这也意味着这种增仓的空间还比较大。券商中国记者也注意到，从600亿港元市值跌至50亿港元市值的AI医疗大模型公司医渡科技，4月24日发布的港股权益披露信息显示，国际主权基金BIA公司增仓该股至5360万股。而微盟集团在5月2日的大幅拉升亦因4月30日晚间所发布的公告，腾讯公司以定增方式增持这家向AI赛道转型的技术营销公司，并使得微盟集团补充约9亿元的资金。</p><p style=\"text-align: justify;\">显而易见，五一期间A股基金无法通过港股通南下的背景下，港股的强力上涨更隐含出当前港股市场已不仅仅是内地公募机构看好趋势行情，海外资金的回流亦与内地机构保持一致。港股华宝港股互联网基金经理丰晨成认为，从中国经济复苏节奏上看，宏观面的预期仍是分子端扰动投资者情绪的因素，五一期间的服务业、零售业数据或成为外资观察中国宏观经济的一个角度。</p><p style=\"text-align: justify;\">业内人士亦强调，5月2日港股通暂停中的科技指数暴涨局面，反映出当下港股的风险偏好开始大幅增加，并已从内地公募单方面看好市场转向A股基金、港股基金、QDII基金和外资机构的一致性做多氛围。</p><p style=\"text-align: justify;\">关于港股市场尤其是连续下跌时间一年甚至三年的科技股，公募基金究竟如何看待姗姗来迟的港股AI行情？</p><p style=\"text-align: justify;\">对此，南方香港成长基金经理王士聪认为，全球AI周期仍在中早期阶段，AI将成为未来 10 年社会生产效率提升的关键因素。硬件方面，GPU仍是主线，需求端，不仅 GPT、Claude、Sora、Gemini等大模型仍在快速更新，推理端也有更多应用落地，英伟达在GTC大会上发布新的B系列GPU，效能和架构都有较大提升，尤其适合推理端的应用，也给整体上游产业链带来重大机会，英伟达的大部分上游产业链都在中国内地和中国台湾地区。除了服务器，更多端侧的算力将跟随AI手机、AIPC的兴起开始逐步发力，并可能在2024年下半年到2025年进一步提速，进而在未来2—3年带动新一轮换机周期，同时， 这也带来先进制造的投资机会，预计AI技术将逐步应用到各类垂类应用中， 图文、视频、自动驾驶、推荐算法、教育、数据库等领域都会在 2024年迎来突破性进展。</p><p style=\"text-align: justify;\">平安沪港深基金经理刘杰认为，2024 年权益市场走势的主要因素包括国内外经济形势、国际货币环境、国际贸易关系等。国内经济走势筑稳向好的中期趋势不变，而外需目前来看好于市场预期，为中国制造 业“出海”寻找新的成长方向提供了更多机会，基金也在努力发掘中国制造业中具备全球竞争力、 能够走向全球成长壮大的细分品种；国际货币环境一旦主要国家开启宽松周期，全球资本市场估 值有望边际修复，基本面也会出现边际改善；国际贸易关系在今年全球“大选年”的背景下，可能存在一定扰动因素，相信在国际分工及全球化的大趋势下，国际市场会是中国制造业 的重要成长与发展方向。2024 年权益市场可能仍将表现为一定的分化特征。一方面，市场将继续在具备防御属性的低估值高股息品种如公用事业、大金融、交运、资源股中寻找相对确定的现金回报机会；而与此同时，数字经济、智能驾驶、机器人等为代表的长期创新成长方向在相关品种估值充分调整后，个股机会也将逐渐显现。</p><p style=\"text-align: justify;\">诺安基金研究部总经理邓心怡也表示，AI人工智能的需求端，各类应用层出不穷，尤其是近期以KIMI为代表的国产大模型不断迭代，看到了国内人工智能发展的进展曙光，相信随着全球大模型能力的不断提升，To B端的办公、编程、营销等场景，To C端自动驾驶、图文生成、游戏等领域都有望迎来渗透率的快速提升， AI PC /手机/ MR等硬件创新有望进一步促进AI进入能力迭代的正反馈。另外在政策层面，政府工作报告提出“人工智能+”行动，相关政策与战略布局也明确提出了加快推动人工智能发展的要求。因此，随着大模型能力的持续提升，有望迎来算力和应用需求的爆发性增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b97069c164cecab2f6504bf61b295397","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2024-05-02/doc-inatvvux3425923.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432676430","content_text":"5月3日，港股三大指数延续昨日上涨走势，今日再度集体高开，盘初恒指涨超2%，恒生科技指数涨超4%。港股的基金重仓股的活跃度此前高度依赖于A股基金、沪港深基金，并在过去很长一段时间出现若港股通因假期休市则港股表现难堪的局面，而今在缺乏A股基金、沪港深基金的资金的五一假期，港股不依赖于A股基金的大幅拉升或意味着外资机构和QDII基金正在大力回补仓位，五一假期之前多个港股公司均出现机构、境外主权基金增持股份的现象。有基金经理强调五一期间的服务业、零售业数据或成为外资观察中国宏观经济的一个角度。滞后A股、美股一年，港股AI大模型板块起飞了受境外资金挖掘洼地中的港股AI大模型板块，以及外资观察中国五一期间经济复苏情况的乐观判断，香港恒生科技指数飙升超4%，带动AI核心品种全线起飞。尽管AI大模型在A股和美股的炒作时间已持续一年，但港股的AI大模型板块却在过去一年间成为许多公募基金经理的阴影，券商中国记者注意到，在A股和美股AI大模型热火朝天的炒作时期，不少错过行情的基金经理南下港股挖掘“更便宜、更正宗的人工智能”，但与基金经理预期相反的是，港股市场不仅对AI大模型在全球的火热无动于衷，更反向出现深度暴跌的罕见景象，这导致许多南下挖掘“正宗标的”的公募在2023年以及2024一季度期间备受打击。而今，当A股和美股的AI大模型炒作告一段落之际，包括A股基金、QDII基金以及境外主权基金等全球资本开始加速流入香港市场尤其是科技板块。5月2日，前期被公募基金大量减持和低配的港股上市的科技股全线拉升，显现出机构资金回补的逻辑。券商中国记者注意到，公募前期减持越多，当下回补资金越猛，截至5月2日收盘，去年四季度被基金减持干净的商汤科技当日大涨超36%，8个交易日内累计涨幅高达1.7倍。在此前的连续杀跌行情中，从十余只公募基金重仓到如今剩下一只基金独苗的微盟集团也大涨14.39%。根据基金一季度报告，目前仅剩下嘉实港股互联网基金持仓该股。此外，公募基金挖掘的AI概念股金蝶国际5月2日涨超11%，在AI领域与商汤科技、优必选齐名的第四范式大涨超14%，与华为、腾讯分别合作医疗大模型和人工智能实验室的医渡科技涨近5%，8个交易日已为基金经理带来30%的收益，发布AI大模型的美图公司在多只明星基金的资金回补下亦上涨约4%，在新质生产力、工业机器人和AI大模型三大概念刺激下，针对制造业赛道发布生成式AI工业制造大模型的创新奇智，亦随着机构资金回补而飙升约15%；而在2023年年度报告中宣布医疗AI大模型和生成式医学AI已首次实现商业化落地的医脉通，此前亦遭资金抛售，5月2日该股涨近5%，最新基金一季度报告显示，医脉通在AI大模型的加持下，今年一季度期间迎来国泰基金旗下公募产品的重仓。A股基金假期暂别港股通，谁在补仓港股？在过去一年间，每一轮假期因港股通暂停导致A股基金无法南下，导致港股在缺乏公募港股通资金的助力下，往往在假期成为杀跌对象，而今港股通暂停中的港股如此凶猛上涨的做多力量是谁？“我们判断当前港股通暂停时的港股行情主要是外资机构和公募QDII资金在持续做多。”深圳一位通过港股通重仓港股的基金经理认为，此前已有大量外资机构在今年一季度开始买入观察仓，同时QDII基金的港股仓位在过去三个月的时间内一直在稳步增加，但由于港股仓位在许多公募QDII仓位占比中仍然较低，这也意味着这种增仓的空间还比较大。券商中国记者也注意到，从600亿港元市值跌至50亿港元市值的AI医疗大模型公司医渡科技，4月24日发布的港股权益披露信息显示，国际主权基金BIA公司增仓该股至5360万股。而微盟集团在5月2日的大幅拉升亦因4月30日晚间所发布的公告，腾讯公司以定增方式增持这家向AI赛道转型的技术营销公司，并使得微盟集团补充约9亿元的资金。显而易见，五一期间A股基金无法通过港股通南下的背景下，港股的强力上涨更隐含出当前港股市场已不仅仅是内地公募机构看好趋势行情，海外资金的回流亦与内地机构保持一致。港股华宝港股互联网基金经理丰晨成认为，从中国经济复苏节奏上看，宏观面的预期仍是分子端扰动投资者情绪的因素，五一期间的服务业、零售业数据或成为外资观察中国宏观经济的一个角度。业内人士亦强调，5月2日港股通暂停中的科技指数暴涨局面，反映出当下港股的风险偏好开始大幅增加，并已从内地公募单方面看好市场转向A股基金、港股基金、QDII基金和外资机构的一致性做多氛围。关于港股市场尤其是连续下跌时间一年甚至三年的科技股，公募基金究竟如何看待姗姗来迟的港股AI行情？对此，南方香港成长基金经理王士聪认为，全球AI周期仍在中早期阶段，AI将成为未来 10 年社会生产效率提升的关键因素。硬件方面，GPU仍是主线，需求端，不仅 GPT、Claude、Sora、Gemini等大模型仍在快速更新，推理端也有更多应用落地，英伟达在GTC大会上发布新的B系列GPU，效能和架构都有较大提升，尤其适合推理端的应用，也给整体上游产业链带来重大机会，英伟达的大部分上游产业链都在中国内地和中国台湾地区。除了服务器，更多端侧的算力将跟随AI手机、AIPC的兴起开始逐步发力，并可能在2024年下半年到2025年进一步提速，进而在未来2—3年带动新一轮换机周期，同时， 这也带来先进制造的投资机会，预计AI技术将逐步应用到各类垂类应用中， 图文、视频、自动驾驶、推荐算法、教育、数据库等领域都会在 2024年迎来突破性进展。平安沪港深基金经理刘杰认为，2024 年权益市场走势的主要因素包括国内外经济形势、国际货币环境、国际贸易关系等。国内经济走势筑稳向好的中期趋势不变，而外需目前来看好于市场预期，为中国制造 业“出海”寻找新的成长方向提供了更多机会，基金也在努力发掘中国制造业中具备全球竞争力、 能够走向全球成长壮大的细分品种；国际货币环境一旦主要国家开启宽松周期，全球资本市场估 值有望边际修复，基本面也会出现边际改善；国际贸易关系在今年全球“大选年”的背景下，可能存在一定扰动因素，相信在国际分工及全球化的大趋势下，国际市场会是中国制造业 的重要成长与发展方向。2024 年权益市场可能仍将表现为一定的分化特征。一方面，市场将继续在具备防御属性的低估值高股息品种如公用事业、大金融、交运、资源股中寻找相对确定的现金回报机会；而与此同时，数字经济、智能驾驶、机器人等为代表的长期创新成长方向在相关品种估值充分调整后，个股机会也将逐渐显现。诺安基金研究部总经理邓心怡也表示，AI人工智能的需求端，各类应用层出不穷，尤其是近期以KIMI为代表的国产大模型不断迭代，看到了国内人工智能发展的进展曙光，相信随着全球大模型能力的不断提升，To B端的办公、编程、营销等场景，To C端自动驾驶、图文生成、游戏等领域都有望迎来渗透率的快速提升， AI PC /手机/ MR等硬件创新有望进一步促进AI进入能力迭代的正反馈。另外在政策层面，政府工作报告提出“人工智能+”行动，相关政策与战略布局也明确提出了加快推动人工智能发展的要求。因此，随着大模型能力的持续提升，有望迎来算力和应用需求的爆发性增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"21871903735000","authorId":"21871903735000","name":"虎虎生威x","avatar":"https://static.tigerbbs.com/8288f5ed674f785235a29b4b00d4443a","crmLevel":5,"crmLevelSwitch":0,"idStr":"21871903735000","authorIdStr":"21871903735000"},"content":"没说错吧，搅屎棍开盘了","text":"没说错吧，搅屎棍开盘了","html":"没说错吧，搅屎棍开盘了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271836516602152,"gmtCreate":1707404150036,"gmtModify":1707405002681,"author":{"id":"21871903735000","authorId":"21871903735000","name":"虎虎生威x","avatar":"https://static.tigerbbs.com/8288f5ed674f785235a29b4b00d4443a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21871903735000","authorIdStr":"21871903735000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CWEB\">$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$</a> <a href=\"https://laohu8.com/S/CWEB\">$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 中概股，垃圾中的战斗机","listText":"<a href=\"https://laohu8.com/S/CWEB\">$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$</a> <a href=\"https://laohu8.com/S/CWEB\">$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 中概股，垃圾中的战斗机","text":"$两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$ $两倍做多沪深中国互联网股票ETF-Direxion(CWEB)$$阿里巴巴(BABA)$ $京东(JD)$ 中概股，垃圾中的战斗机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271836516602152","isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271500419334224,"gmtCreate":1707322148313,"gmtModify":1707322149897,"author":{"id":"21871903735000","authorId":"21871903735000","name":"虎虎生威x","avatar":"https://static.tigerbbs.com/8288f5ed674f785235a29b4b00d4443a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21871903735000","authorIdStr":"21871903735000"},"themes":[],"htmlText":"但现金流在恶化","listText":"但现金流在恶化","text":"但现金流在恶化","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271500419334224","repostId":"271493447708712","repostType":1,"repost":{"id":271493447708712,"gmtCreate":1707320345105,"gmtModify":1707378324681,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"htmlText":"阿里这季度财报： 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>快逃吧，净利下降56%，毛利率也在下降，看不到新增长点，经营还看不到拐点。打穿250后再上车吧","text":"$腾讯控股(00700)$快逃吧，净利下降56%，毛利率也在下降，看不到新增长点，经营还看不到拐点。打穿250后再上车吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687396046","isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687946115,"gmtCreate":1660726151140,"gmtModify":1660726151140,"author":{"id":"21871903735000","authorId":"21871903735000","name":"虎虎生威x","avatar":"https://static.tigerbbs.com/8288f5ed674f785235a29b4b00d4443a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21871903735000","authorIdStr":"21871903735000"},"themes":[],"htmlText":"颤抖吧","listText":"颤抖吧","text":"颤抖吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687946115","repostId":"1141574679","repostType":2,"repost":{"id":"1141574679","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":1660725116,"share":"https://www.laohu8.com/m/news/1141574679?lang=&edition=full","pubTime":"2022-08-17 16:31","market":"other","language":"zh","title":"腾讯控股Q2营收1340亿，净利润同比下降56%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141574679","media":"老虎资讯综合","summary":"8月17日，腾讯控股发布2022年第二季度业绩。财报显示，第二季度营收1340亿元，市场预期1346.03亿元，去年同期1382.59亿元；净利润186.19亿元，市场预期252.86亿元，去年同期4","content":"<html><head></head><body><p>8月17日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布2022年第二季度业绩。财报显示，第二季度营收1340亿元，市场预期1346.03亿元，去年同期1382.59亿元；净利润186.19亿元，市场预期252.86亿元，去年同期425.87亿元；每股收益1.915元，市场预期2.62元，去年同期4.387元；非国际财务报告准则本公司权益持有人应占盈利281.39亿元，上年同期340.39亿元，同比减少17%。</p><p><img src=\"https://static.tigerbbs.com/51444c644f1a32a72b9d11b3fefa9f99\" tg-width=\"826\" tg-height=\"597\" referrerpolicy=\"no-referrer\"/></p><p>截至2022年6月30日，微信及WECHAT的月活跃帐户12.99亿，同比增长3.8%，市场预估12.9亿。</p><p>第二季度我们的收费增值服务付费会员数同比增长2%至2.35亿。腾讯视频付费会员数达1.22亿。</p><p><img src=\"https://static.tigerbbs.com/bafa55a75acbdeb3d9500c0411307c8a\" tg-width=\"956\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p><b>2022年第二季度业绩摘要：</b></p><p>总收入为人民币1,340亿元（200亿美元），较2021年第二季度（“同比”）下降3%。</p><p>按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p><p>经营盈利为人民币367亿元（55亿美元），同比下降14%；经营利润率由去年同期的31%下降至27%。</p><p>期内盈利为人民币290亿元（43亿美元），同比下降18%；净利润率由去年同期的25%下降至22%。</p><p>期内本公司权益持有人应占盈利为人民币281亿元（42亿美元），同比下降17%。</p><p>每股基本盈利为人民币2.949元，每股摊薄盈利为人民币2.896元。</p><p>按国际财务报告准则：</p><p>经营盈利为人民币301亿元（45亿美元），同比下降43%；经营利润率由去年同期的38%下降至22%。</p><p>期内盈利为人民币192亿元（29亿美元），同比下降55%；净利润率由去年同期的31%下降至14%。</p><p>期内本公司权益持有人应占盈利为人民币186亿元（28亿美元），同比下降56%。</p><p>每股基本盈利为人民币1.951元。每股摊薄盈利为人民币1.915元。</p><p><b>2022年上半年业绩摘要：</b></p><p>总收入：同比下降1%，按非国际财务报告准则的本公司权益持有人应占盈利：同比下降20%</p><p>总收入为人民币2,695亿元（402亿美元），较2021年上半年（“同比”）下降1%。</p><p>按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p><p>经营盈利为人民币732亿元（109亿美元），同比下降14%；经营利润率由去年同期的31%下降至27%。</p><p>期内盈利为人民币553亿元（82亿美元），同比下降21%；净利润率由去年同期的25%下降至21%。</p><p>期内本公司权益持有人应占盈利为人民币537亿元（80亿美元），同比下降20%。</p><p>每股基本盈利为人民币5.628元，每股摊薄盈利为人民币5.516元。</p><p>按国际财务报告准则：</p><p>经营盈利为人民币673亿元（100亿美元），同比下降38%；经营利润率由去年同期的40%下降至25%。</p><p>期内盈利为人民币430亿元（64亿美元），同比下降53%；净利润率由去年同期的34%下降至16%。</p><p>期内本公司权益持有人应占盈利为人民币420亿元（63亿美元），同比下降53%。</p><p>每股基本盈利为人民币4.407元。每股摊薄盈利为人民币4.320元。</p><p>期末总现金为人民币3,159亿元（471亿美元）。</p><p><b>2022年第二季度其他主要财务信息：</b></p><p>增值服务业务收入717亿元，相较去年同期保持稳定。</p><p>其中，本土市场游戏收入318亿元，同比下滑1%；国际市场游戏收入107亿元，同比下滑1%；社交网络收入292亿元同比增长1%。</p><p>网络广告业务收入同比下滑18%至人民币186亿元。</p><p>其中，社交及其他广告收入下滑17%至人民币161亿元；媒体广告收入下滑降25%至人民币25亿元。</p><p>金融科技及企业服务业务收入422亿元，同比增长1%。</p><p>EBITDA为人民币386亿元，同比减少13%。经调整的EBITDA为人民币447亿元，同比减少11%。</p><p>资本开支为人民币30亿元，同比减少57%。</p><p>自由现金流为人民币225亿元，同比增加30%。</p><p>于2022年6月30日，本公司的债务净额为人民币204亿元。我们于上市投资公司（不包括附属公司）权益的公允价值合共为人民币6,019亿元（897亿美元）。于第二季度，本公司于香港联交所以约人民币31亿元的总代价回购约970万股股份。</p><p><b>2022年第二季度运营数据：</b></p><p>截至2022年6月30日，微信及WeChat月活跃用户12.99亿，同比增长3.8%。</p><p>截至2022年6月30日，QQ移动端月活跃账户数5.69亿，同比下滑3.8%。</p><p>第二季度，收费增值服务付费会员数2.35亿，同比增长2.3%。</p><p>第二季度，视频付费会员数1.22亿；音乐方面，付费会员数达8300万。</p><p><b>员工薪酬：</b></p><p>截至2022年6月30日，集团共110715名雇员，去年同期为94182名；而今年截至6月30日的6个月内，薪酬总成本567.79亿元，去年同期为443.88亿元。据估计，2022年上半年，腾讯员工平均月薪为85473.21元。</p><p><b>董事会主席兼首席执行官马化腾表示：</b>在第二季期间，我们主动退出非核心业务，收紧营销开支，削减运营费用，使我们在收入承压的情况下实现非国际财务报告准则盈利环比增长。展望未来，我们将聚焦于提升业务效率并增加新的收入来源，包括于广受欢迎的视频号中推出信息流广告，同时持续通过研发推动创新。我们约半数的收入来源于金融科技及企业服务与网络广告，这些业务直接助力并得益于整体经济活动，中国经济的增长将为我们带来收入增长机会。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\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腾讯控股Q2营收1340亿，净利润同比下降56%\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\">2022-08-17 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月17日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布2022年第二季度业绩。财报显示，第二季度营收1340亿元，市场预期1346.03亿元，去年同期1382.59亿元；净利润186.19亿元，市场预期252.86亿元，去年同期425.87亿元；每股收益1.915元，市场预期2.62元，去年同期4.387元；非国际财务报告准则本公司权益持有人应占盈利281.39亿元，上年同期340.39亿元，同比减少17%。</p><p><img src=\"https://static.tigerbbs.com/51444c644f1a32a72b9d11b3fefa9f99\" tg-width=\"826\" tg-height=\"597\" referrerpolicy=\"no-referrer\"/></p><p>截至2022年6月30日，微信及WECHAT的月活跃帐户12.99亿，同比增长3.8%，市场预估12.9亿。</p><p>第二季度我们的收费增值服务付费会员数同比增长2%至2.35亿。腾讯视频付费会员数达1.22亿。</p><p><img src=\"https://static.tigerbbs.com/bafa55a75acbdeb3d9500c0411307c8a\" tg-width=\"956\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p><b>2022年第二季度业绩摘要：</b></p><p>总收入为人民币1,340亿元（200亿美元），较2021年第二季度（“同比”）下降3%。</p><p>按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p><p>经营盈利为人民币367亿元（55亿美元），同比下降14%；经营利润率由去年同期的31%下降至27%。</p><p>期内盈利为人民币290亿元（43亿美元），同比下降18%；净利润率由去年同期的25%下降至22%。</p><p>期内本公司权益持有人应占盈利为人民币281亿元（42亿美元），同比下降17%。</p><p>每股基本盈利为人民币2.949元，每股摊薄盈利为人民币2.896元。</p><p>按国际财务报告准则：</p><p>经营盈利为人民币301亿元（45亿美元），同比下降43%；经营利润率由去年同期的38%下降至22%。</p><p>期内盈利为人民币192亿元（29亿美元），同比下降55%；净利润率由去年同期的31%下降至14%。</p><p>期内本公司权益持有人应占盈利为人民币186亿元（28亿美元），同比下降56%。</p><p>每股基本盈利为人民币1.951元。每股摊薄盈利为人民币1.915元。</p><p><b>2022年上半年业绩摘要：</b></p><p>总收入：同比下降1%，按非国际财务报告准则的本公司权益持有人应占盈利：同比下降20%</p><p>总收入为人民币2,695亿元（402亿美元），较2021年上半年（“同比”）下降1%。</p><p>按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：</p><p>经营盈利为人民币732亿元（109亿美元），同比下降14%；经营利润率由去年同期的31%下降至27%。</p><p>期内盈利为人民币553亿元（82亿美元），同比下降21%；净利润率由去年同期的25%下降至21%。</p><p>期内本公司权益持有人应占盈利为人民币537亿元（80亿美元），同比下降20%。</p><p>每股基本盈利为人民币5.628元，每股摊薄盈利为人民币5.516元。</p><p>按国际财务报告准则：</p><p>经营盈利为人民币673亿元（100亿美元），同比下降38%；经营利润率由去年同期的40%下降至25%。</p><p>期内盈利为人民币430亿元（64亿美元），同比下降53%；净利润率由去年同期的34%下降至16%。</p><p>期内本公司权益持有人应占盈利为人民币420亿元（63亿美元），同比下降53%。</p><p>每股基本盈利为人民币4.407元。每股摊薄盈利为人民币4.320元。</p><p>期末总现金为人民币3,159亿元（471亿美元）。</p><p><b>2022年第二季度其他主要财务信息：</b></p><p>增值服务业务收入717亿元，相较去年同期保持稳定。</p><p>其中，本土市场游戏收入318亿元，同比下滑1%；国际市场游戏收入107亿元，同比下滑1%；社交网络收入292亿元同比增长1%。</p><p>网络广告业务收入同比下滑18%至人民币186亿元。</p><p>其中，社交及其他广告收入下滑17%至人民币161亿元；媒体广告收入下滑降25%至人民币25亿元。</p><p>金融科技及企业服务业务收入422亿元，同比增长1%。</p><p>EBITDA为人民币386亿元，同比减少13%。经调整的EBITDA为人民币447亿元，同比减少11%。</p><p>资本开支为人民币30亿元，同比减少57%。</p><p>自由现金流为人民币225亿元，同比增加30%。</p><p>于2022年6月30日，本公司的债务净额为人民币204亿元。我们于上市投资公司（不包括附属公司）权益的公允价值合共为人民币6,019亿元（897亿美元）。于第二季度，本公司于香港联交所以约人民币31亿元的总代价回购约970万股股份。</p><p><b>2022年第二季度运营数据：</b></p><p>截至2022年6月30日，微信及WeChat月活跃用户12.99亿，同比增长3.8%。</p><p>截至2022年6月30日，QQ移动端月活跃账户数5.69亿，同比下滑3.8%。</p><p>第二季度，收费增值服务付费会员数2.35亿，同比增长2.3%。</p><p>第二季度，视频付费会员数1.22亿；音乐方面，付费会员数达8300万。</p><p><b>员工薪酬：</b></p><p>截至2022年6月30日，集团共110715名雇员，去年同期为94182名；而今年截至6月30日的6个月内，薪酬总成本567.79亿元，去年同期为443.88亿元。据估计，2022年上半年，腾讯员工平均月薪为85473.21元。</p><p><b>董事会主席兼首席执行官马化腾表示：</b>在第二季期间，我们主动退出非核心业务，收紧营销开支，削减运营费用，使我们在收入承压的情况下实现非国际财务报告准则盈利环比增长。展望未来，我们将聚焦于提升业务效率并增加新的收入来源，包括于广受欢迎的视频号中推出信息流广告，同时持续通过研发推动创新。我们约半数的收入来源于金融科技及企业服务与网络广告，这些业务直接助力并得益于整体经济活动，中国经济的增长将为我们带来收入增长机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","TCEHY":"腾讯控股ADR","BK1531":"手游股","BK1095":"互动媒体与服务","BK1589":"北水核心资产","BK1517":"云办公","BK1608":"元宇宙概念","BK1502":"双十一","BK1526":"科网股","00700":"腾讯控股","BK1516":"腾讯概念","BK1591":"就地过年概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141574679","content_text":"8月17日，腾讯控股发布2022年第二季度业绩。财报显示，第二季度营收1340亿元，市场预期1346.03亿元，去年同期1382.59亿元；净利润186.19亿元，市场预期252.86亿元，去年同期425.87亿元；每股收益1.915元，市场预期2.62元，去年同期4.387元；非国际财务报告准则本公司权益持有人应占盈利281.39亿元，上年同期340.39亿元，同比减少17%。截至2022年6月30日，微信及WECHAT的月活跃帐户12.99亿，同比增长3.8%，市场预估12.9亿。第二季度我们的收费增值服务付费会员数同比增长2%至2.35亿。腾讯视频付费会员数达1.22亿。2022年第二季度业绩摘要：总收入为人民币1,340亿元（200亿美元），较2021年第二季度（“同比”）下降3%。按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：经营盈利为人民币367亿元（55亿美元），同比下降14%；经营利润率由去年同期的31%下降至27%。期内盈利为人民币290亿元（43亿美元），同比下降18%；净利润率由去年同期的25%下降至22%。期内本公司权益持有人应占盈利为人民币281亿元（42亿美元），同比下降17%。每股基本盈利为人民币2.949元，每股摊薄盈利为人民币2.896元。按国际财务报告准则：经营盈利为人民币301亿元（45亿美元），同比下降43%；经营利润率由去年同期的38%下降至22%。期内盈利为人民币192亿元（29亿美元），同比下降55%；净利润率由去年同期的31%下降至14%。期内本公司权益持有人应占盈利为人民币186亿元（28亿美元），同比下降56%。每股基本盈利为人民币1.951元。每股摊薄盈利为人民币1.915元。2022年上半年业绩摘要：总收入：同比下降1%，按非国际财务报告准则的本公司权益持有人应占盈利：同比下降20%总收入为人民币2,695亿元（402亿美元），较2021年上半年（“同比”）下降1%。按非国际财务报告准则，撇除若干一次性及/或非现金项目的影响，以体现核心业务的业绩：经营盈利为人民币732亿元（109亿美元），同比下降14%；经营利润率由去年同期的31%下降至27%。期内盈利为人民币553亿元（82亿美元），同比下降21%；净利润率由去年同期的25%下降至21%。期内本公司权益持有人应占盈利为人民币537亿元（80亿美元），同比下降20%。每股基本盈利为人民币5.628元，每股摊薄盈利为人民币5.516元。按国际财务报告准则：经营盈利为人民币673亿元（100亿美元），同比下降38%；经营利润率由去年同期的40%下降至25%。期内盈利为人民币430亿元（64亿美元），同比下降53%；净利润率由去年同期的34%下降至16%。期内本公司权益持有人应占盈利为人民币420亿元（63亿美元），同比下降53%。每股基本盈利为人民币4.407元。每股摊薄盈利为人民币4.320元。期末总现金为人民币3,159亿元（471亿美元）。2022年第二季度其他主要财务信息：增值服务业务收入717亿元，相较去年同期保持稳定。其中，本土市场游戏收入318亿元，同比下滑1%；国际市场游戏收入107亿元，同比下滑1%；社交网络收入292亿元同比增长1%。网络广告业务收入同比下滑18%至人民币186亿元。其中，社交及其他广告收入下滑17%至人民币161亿元；媒体广告收入下滑降25%至人民币25亿元。金融科技及企业服务业务收入422亿元，同比增长1%。EBITDA为人民币386亿元，同比减少13%。经调整的EBITDA为人民币447亿元，同比减少11%。资本开支为人民币30亿元，同比减少57%。自由现金流为人民币225亿元，同比增加30%。于2022年6月30日，本公司的债务净额为人民币204亿元。我们于上市投资公司（不包括附属公司）权益的公允价值合共为人民币6,019亿元（897亿美元）。于第二季度，本公司于香港联交所以约人民币31亿元的总代价回购约970万股股份。2022年第二季度运营数据：截至2022年6月30日，微信及WeChat月活跃用户12.99亿，同比增长3.8%。截至2022年6月30日，QQ移动端月活跃账户数5.69亿，同比下滑3.8%。第二季度，收费增值服务付费会员数2.35亿，同比增长2.3%。第二季度，视频付费会员数1.22亿；音乐方面，付费会员数达8300万。员工薪酬：截至2022年6月30日，集团共110715名雇员，去年同期为94182名；而今年截至6月30日的6个月内，薪酬总成本567.79亿元，去年同期为443.88亿元。据估计，2022年上半年，腾讯员工平均月薪为85473.21元。董事会主席兼首席执行官马化腾表示：在第二季期间，我们主动退出非核心业务，收紧营销开支，削减运营费用，使我们在收入承压的情况下实现非国际财务报告准则盈利环比增长。展望未来，我们将聚焦于提升业务效率并增加新的收入来源，包括于广受欢迎的视频号中推出信息流广告，同时持续通过研发推动创新。我们约半数的收入来源于金融科技及企业服务与网络广告，这些业务直接助力并得益于整体经济活动，中国经济的增长将为我们带来收入增长机会。","news_type":1},"isVote":1,"tweet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