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买着玩
05-29
所以利空消息是啥也没说
抱歉,原内容已删除
买着玩
02-09
期待阿里凤凰涅槃,再次一飞冲天!
阿里吹响了反攻的号角,新一轮电商大战即将上演!
买着玩
2018-02-15
$微博(WB)$ 你这是要赶超阿里么?看你牛逼多久
买着玩
2017-10-25
$Line Corp(LN)$发生了什么?众人皆跌你独涨
买着玩
2017-07-21
$宝尊电商(BZUN)$这么高的价格,还有那么多人做多,胆大啊
买着玩
2017-07-17
$微博(WB)$看k线,可空
买着玩
2017-07-06
$宝尊电商(BZUN)$宝尊又吃了伟哥……
买着玩
2017-06-29
$微博(WB)$日了狗了,手贱又做多了
买着玩
2017-06-06
$宜人贷(YRD)$发生啥事了
买着玩
2017-05-22
$宜人贷(YRD)$三个月复三个月,三个月何其多?尼玛等了3个月,又没出出去
买着玩
2017-05-22
$宜人贷(YRD)$卧槽,又萎了
买着玩
2017-05-16
$宜人贷(YRD)$学学人家$微博(WB)$
买着玩
2017-05-09
$微博(WB)$我艹,微博疯了吧
买着玩
2017-05-09
$宝尊电商(BZUN)$神奇的一支股
买着玩
2016-12-01
$XTERA COMMUNICATIONS INC(XCOMQ)$这货不是退市了吗?怎么还有交易
买着玩
2016-11-25
$XTERA COMMUNICATIONS INC(XCOMQ)$???????
买着玩
2016-11-23
$宝尊电商(BZUN)$又他妈抽什么风
买着玩
2016-11-17
$宜人贷(YRD)$活见鬼了
买着玩
2016-10-27
$宝尊电商(BZUN)$G这是闹哪样
买着玩
2016-10-26
$宜人贷(YRD)$慌个毛,大盘不好
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22:04","market":"hk","language":"zh","title":"阿里吹响了反攻的号角,新一轮电商大战即将上演!","url":"https://stock-news.laohu8.com/highlight/detail?id=1169295879","media":"华尔街见闻","summary":"它将以改革者的姿态,捍卫自己的王者之位。","content":"<html><head></head><body><p>作者 | 刘宝丹</p><p style=\"text-align: justify;\">过去四年,曾经辉煌的阿里巴巴不断经历着调整和动荡,似乎成为了一种魔咒;2023年,阿里的市值跌到了1907.03亿美元,被拼多多超越,到年底连举办多年的年会也没有了。</p><p style=\"text-align: justify;\">阿里的业务也在经受着严峻的考验。 2月7日晚,阿里公布2024财年三季报,当季共实现收入2603.48亿元,同比增长5%,创下近三个季度新低;核心电商实现收入1290.70亿,增速仅为2%。</p><p style=\"text-align: justify;\">虽然CEO吴泳铭用稳健两个字来形容本季的业绩,但这肯定没达预期。</p><p style=\"text-align: justify;\">困顿和挫折中,阿里正在积蓄力量从谷底反弹,反攻的号角已经吹响。</p><p style=\"text-align: justify;\">在过去半年,阿里用一系列大刀阔斧的人事和组织改革,来推动业绩重回增长,核心便是回归淘宝,聚焦电商,以及阿里云。</p><p style=\"text-align: justify;\">为了提振投资者信心,创始人马云、永久合伙人蔡崇信近期出手增持之外,阿里宣布新增250亿美元(约合人民币1799亿元)股份回购计划。</p><p style=\"text-align: justify;\">作为中国最大的电商平台,阿里的未来仍然值得期待。它将以改革者的姿态,捍卫自己的王者之位。</p><p style=\"text-align: justify;\"><strong>聚焦</strong></p><p style=\"text-align: justify;\">最新出炉的阿里三季报并不令人满意。</p><p style=\"text-align: justify;\">其中,占据半壁江山的淘天收入增速仅为2%,在线GMV(商品交易总额)实现正增长,相比拼多多和抖音电商等新秀,并不突出。</p><p style=\"text-align: justify;\">值得一提的是,作为电商能力的延伸,阿里国际数字商业集团(AIDC)处于高速增长之中。</p><p style=\"text-align: justify;\">三季度,AIDC收入同比增长 ,速卖通更实现了超过60%的订单同比增长。</p><p style=\"text-align: justify;\">另一个核心主业阿里云也乏善可陈。三季度,阿里云实现营收280.66亿元,增速仅为3%;经调整EBITA利润增长了86%,盈利质量有所提高。</p><p style=\"text-align: justify;\">国际物流则已成为菜鸟的重要增长动力,菜鸟三季度收入增长24%至284.76亿元。</p><p style=\"text-align: justify;\">不过目前,阿里实现盈利的业务只有淘天、阿里云和刚刚扭亏的菜鸟,其余业务则大多亏损。根据财报,大文娱集团三季度经调整EBITA为亏损5.17亿元。</p><p style=\"text-align: justify;\">大文娱之外,阿里在财报中将盒马、银泰、智能信息、飞猪、钉钉等归类到其他中,整体亏损了31.72亿元,同比近乎翻番。</p><p style=\"text-align: justify;\">压力之下,阿里也开始收缩。阿里首席财务官徐宏在电话会上表示,公司现在专注于核心业务,投资重点主要是境内外的电商以及云计算。</p><p style=\"text-align: justify;\">阿里提出,公司目前正处于重振淘天集团的过程中。吴泳铭表示,将在用户核心体验上加大投资,支持淘天重拾增长和稳固市场领导地位。</p><p style=\"text-align: justify;\">另一核心业务阿里云未来仍将延续“AI驱动、公共云优先”战略。</p><p style=\"text-align: justify;\">电商和阿里云之间的协同效应也有望进一步体现。吴泳铭表示,相信对AI的深入投入和研究,会对淘天的广告产品产生积极帮助。</p><p style=\"text-align: justify;\">在聚焦主业的同时,阿里开始加速剥离非核心资产,持续瘦身。</p><p style=\"text-align: justify;\">阿里集团董事会主席蔡崇信表示,在2024财年至今的九个月内,阿里已退出17亿美元的非核心资产,还成立了团队,研究如何进行相关上市公司的股票出售。</p><p style=\"text-align: justify;\">他还称,阿里资产负债表上仍有许多传统的实体零售业务,这些并非核心业务,若退出也是合理做法,但考虑到当前有挑战的市场情况,尚需时间实现。</p><p style=\"text-align: justify;\">目前来看,在阿里六大业务中,除淘天、阿里云和国际数字商业集团被确认为重点投资外,本地生活、菜鸟、大文娱和一众N业务或将面临不同的命运。</p><p style=\"text-align: justify;\">近段时间,市场频传阿里将出售饿了么、盒马、银泰百货、大润发(高鑫零售旗下品牌)等,阿里多次进行辟谣或否认。</p><p style=\"text-align: justify;\">在电话会上,徐宏表示,有关出售饿了么的传闻不实。他强调,饿了么是阿里集团“近场”非常重要的资产。</p><p style=\"text-align: justify;\">而对于盒马和菜鸟的IPO进程,阿里表示可能会推后,因为当前的市场条件,没有办法真正反映这些业务的内在价值。</p><p style=\"text-align: justify;\">阿里的一系列动作表明了,当下的重点是找回电商的主场优势,并用AI赋能,这才是决定未来的关键之战。</p><p style=\"text-align: justify;\">这是一个重要转向。过去十年,互联网行业经历了疯狂扩张,大多数创业公司背后都站着BAT的身影,而如今,全行业都转向降本增效了。</p><p style=\"text-align: justify;\"><strong>蓄势</strong></p><p style=\"text-align: justify;\">在多个维度上,阿里的2023年都是低落的一年。</p><p style=\"text-align: justify;\">去年三月,阿里经历了史上最大的组织变革一拆六,本想通过这次变革提高市场竞争力。然而,这场大刀阔斧的改革并没有预想中顺利。</p><p style=\"text-align: justify;\">2023年11月16日,阿里在二季报当天宣布,阿里云不再推进完全分拆,盒马上市暂缓,陷入僵局。</p><p style=\"text-align: justify;\">两个星期后的11月30日,阿里市值被拼多多正式超过,后者凭借1958.87亿美元市值一跃成为美股市值最大的中概股,阿里昔日电商之王的地位被颠覆。</p><p style=\"text-align: justify;\">无数阿里人都见证了这一时刻,并感到难以置信和沮丧失落。</p><p style=\"text-align: justify;\">在此刻,马云罕见在内网发言,坚信阿里会改,阿里会变。</p><p style=\"text-align: justify;\">很快,吴泳铭开启了更为大胆和直接的改革,他接过阿里云和淘天CEO,成为集阿里集团、淘天、阿里云权柄于一身的核心人物,并启用了吴嘉、处端、家洛等少壮派来管理淘宝。</p><p style=\"text-align: justify;\">阿里股东在资本市场也动作频频。马云去年四季度增持了价值5000万美元的阿里香港上市股票,蔡崇信也在同期购买了价值约1.51亿美元的阿里巴巴在美国上市的股票。</p><p style=\"text-align: justify;\">在此之前,马云已取代软银,重新成为阿里第一大股东。</p><p style=\"text-align: justify;\">三季报发布当晚,阿里宣布新增250亿美元(约合人民币1798.4亿元)股份回购计划,上调后,未来三个财年阿里仍有353亿美元(约合人民币2539.34亿元)股份回购额度。阿里的目标是,在接下来的三个财政年度内,每年流通股票数至少净减少3%。</p><p style=\"text-align: justify;\">目前来看,马云和阿里的一系列措施对提振资本市场信心起到了一定作用。</p><p style=\"text-align: justify;\">阿里市值重新超过了拼多多,2023年12月26日,阿里美股市值1931.73亿美元,拼多多市值为1929.37亿美元。</p><p style=\"text-align: justify;\">近日,高盛、Baird、中金等多家投行发布研报,表示看好阿里以投入促增长的进取姿态,以及同时加大股东回报的实际行动。</p><p style=\"text-align: justify;\">投行Baird指出,阿里管理层的战略重点是专注于增长,包括稳固国内电商份额,扩大跨境电商业务规模,以及公共云市场的收入提速。这些举措在短期内需要增加投资,但这代表着消费习惯改变背后的更大竞争格局。</p><p style=\"text-align: justify;\">在经过了一年多的组织架构调整和核心高管更迭后,阿里的发展方向愈加清晰,可以想见,为了夺回被拼多多和抖音抢去的市场份额,阿里2024年的反击力度只会更大。</p><p style=\"text-align: justify;\">新一轮电商大战即将上演,这一次,阿里会是主动进攻的一方。</p></body></html>","source":"live_wallstreetcn","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>阿里吹响了反攻的号角,新一轮电商大战即将上演!</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阿里吹响了反攻的号角,新一轮电商大战即将上演!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 22:04 北京时间 <a href=https://wallstreetcn.com/articles/3708266><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 刘宝丹过去四年,曾经辉煌的阿里巴巴不断经历着调整和动荡,似乎成为了一种魔咒;2023年,阿里的市值跌到了1907.03亿美元,被拼多多超越,到年底连举办多年的年会也没有了。阿里的业务也在经受着严峻的考验。 2月7日晚,阿里公布2024财年三季报,当季共实现收入2603.48亿元,同比增长5%,创下近三个季度新低;核心电商实现收入1290.70亿,增速仅为2%。虽然CEO吴泳铭用稳健两个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708266\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3708266","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1169295879","content_text":"作者 | 刘宝丹过去四年,曾经辉煌的阿里巴巴不断经历着调整和动荡,似乎成为了一种魔咒;2023年,阿里的市值跌到了1907.03亿美元,被拼多多超越,到年底连举办多年的年会也没有了。阿里的业务也在经受着严峻的考验。 2月7日晚,阿里公布2024财年三季报,当季共实现收入2603.48亿元,同比增长5%,创下近三个季度新低;核心电商实现收入1290.70亿,增速仅为2%。虽然CEO吴泳铭用稳健两个字来形容本季的业绩,但这肯定没达预期。困顿和挫折中,阿里正在积蓄力量从谷底反弹,反攻的号角已经吹响。在过去半年,阿里用一系列大刀阔斧的人事和组织改革,来推动业绩重回增长,核心便是回归淘宝,聚焦电商,以及阿里云。为了提振投资者信心,创始人马云、永久合伙人蔡崇信近期出手增持之外,阿里宣布新增250亿美元(约合人民币1799亿元)股份回购计划。作为中国最大的电商平台,阿里的未来仍然值得期待。它将以改革者的姿态,捍卫自己的王者之位。聚焦最新出炉的阿里三季报并不令人满意。其中,占据半壁江山的淘天收入增速仅为2%,在线GMV(商品交易总额)实现正增长,相比拼多多和抖音电商等新秀,并不突出。值得一提的是,作为电商能力的延伸,阿里国际数字商业集团(AIDC)处于高速增长之中。三季度,AIDC收入同比增长 ,速卖通更实现了超过60%的订单同比增长。另一个核心主业阿里云也乏善可陈。三季度,阿里云实现营收280.66亿元,增速仅为3%;经调整EBITA利润增长了86%,盈利质量有所提高。国际物流则已成为菜鸟的重要增长动力,菜鸟三季度收入增长24%至284.76亿元。不过目前,阿里实现盈利的业务只有淘天、阿里云和刚刚扭亏的菜鸟,其余业务则大多亏损。根据财报,大文娱集团三季度经调整EBITA为亏损5.17亿元。大文娱之外,阿里在财报中将盒马、银泰、智能信息、飞猪、钉钉等归类到其他中,整体亏损了31.72亿元,同比近乎翻番。压力之下,阿里也开始收缩。阿里首席财务官徐宏在电话会上表示,公司现在专注于核心业务,投资重点主要是境内外的电商以及云计算。阿里提出,公司目前正处于重振淘天集团的过程中。吴泳铭表示,将在用户核心体验上加大投资,支持淘天重拾增长和稳固市场领导地位。另一核心业务阿里云未来仍将延续“AI驱动、公共云优先”战略。电商和阿里云之间的协同效应也有望进一步体现。吴泳铭表示,相信对AI的深入投入和研究,会对淘天的广告产品产生积极帮助。在聚焦主业的同时,阿里开始加速剥离非核心资产,持续瘦身。阿里集团董事会主席蔡崇信表示,在2024财年至今的九个月内,阿里已退出17亿美元的非核心资产,还成立了团队,研究如何进行相关上市公司的股票出售。他还称,阿里资产负债表上仍有许多传统的实体零售业务,这些并非核心业务,若退出也是合理做法,但考虑到当前有挑战的市场情况,尚需时间实现。目前来看,在阿里六大业务中,除淘天、阿里云和国际数字商业集团被确认为重点投资外,本地生活、菜鸟、大文娱和一众N业务或将面临不同的命运。近段时间,市场频传阿里将出售饿了么、盒马、银泰百货、大润发(高鑫零售旗下品牌)等,阿里多次进行辟谣或否认。在电话会上,徐宏表示,有关出售饿了么的传闻不实。他强调,饿了么是阿里集团“近场”非常重要的资产。而对于盒马和菜鸟的IPO进程,阿里表示可能会推后,因为当前的市场条件,没有办法真正反映这些业务的内在价值。阿里的一系列动作表明了,当下的重点是找回电商的主场优势,并用AI赋能,这才是决定未来的关键之战。这是一个重要转向。过去十年,互联网行业经历了疯狂扩张,大多数创业公司背后都站着BAT的身影,而如今,全行业都转向降本增效了。蓄势在多个维度上,阿里的2023年都是低落的一年。去年三月,阿里经历了史上最大的组织变革一拆六,本想通过这次变革提高市场竞争力。然而,这场大刀阔斧的改革并没有预想中顺利。2023年11月16日,阿里在二季报当天宣布,阿里云不再推进完全分拆,盒马上市暂缓,陷入僵局。两个星期后的11月30日,阿里市值被拼多多正式超过,后者凭借1958.87亿美元市值一跃成为美股市值最大的中概股,阿里昔日电商之王的地位被颠覆。无数阿里人都见证了这一时刻,并感到难以置信和沮丧失落。在此刻,马云罕见在内网发言,坚信阿里会改,阿里会变。很快,吴泳铭开启了更为大胆和直接的改革,他接过阿里云和淘天CEO,成为集阿里集团、淘天、阿里云权柄于一身的核心人物,并启用了吴嘉、处端、家洛等少壮派来管理淘宝。阿里股东在资本市场也动作频频。马云去年四季度增持了价值5000万美元的阿里香港上市股票,蔡崇信也在同期购买了价值约1.51亿美元的阿里巴巴在美国上市的股票。在此之前,马云已取代软银,重新成为阿里第一大股东。三季报发布当晚,阿里宣布新增250亿美元(约合人民币1798.4亿元)股份回购计划,上调后,未来三个财年阿里仍有353亿美元(约合人民币2539.34亿元)股份回购额度。阿里的目标是,在接下来的三个财政年度内,每年流通股票数至少净减少3%。目前来看,马云和阿里的一系列措施对提振资本市场信心起到了一定作用。阿里市值重新超过了拼多多,2023年12月26日,阿里美股市值1931.73亿美元,拼多多市值为1929.37亿美元。近日,高盛、Baird、中金等多家投行发布研报,表示看好阿里以投入促增长的进取姿态,以及同时加大股东回报的实际行动。投行Baird指出,阿里管理层的战略重点是专注于增长,包括稳固国内电商份额,扩大跨境电商业务规模,以及公共云市场的收入提速。这些举措在短期内需要增加投资,但这代表着消费习惯改变背后的更大竞争格局。在经过了一年多的组织架构调整和核心高管更迭后,阿里的发展方向愈加清晰,可以想见,为了夺回被拼多多和抖音抢去的市场份额,阿里2024年的反击力度只会更大。新一轮电商大战即将上演,这一次,阿里会是主动进攻的一方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160102,"gmtCreate":1518629215727,"gmtModify":1704889388100,"author":{"id":"237538590329303","authorId":"237538590329303","name":"买着玩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"237538590329303","authorIdStr":"237538590329303"},"themes":[],"htmlText":"$微博(WB)$ 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16:30","market":"us","language":"zh","title":"市场综述丨一则利空公告突袭!港股再现闪崩惨案;“迪王”获重大突破,AH股双双大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1142798365","media":"老虎资讯综合","summary":"另一方面,汽车股强势,发布重磅技术,$比亚迪股份$领涨,带领锂电池股、$特斯拉$概念股齐涨,煤炭股继续活跃,$中煤能源$续刷阶段新高。A股A股三大指数今日早盘小幅走高,尾盘走低均一度翻绿;截至收盘,沪指涨0.05%报3111点,深证成指涨0.25%,创业板指涨0.27%。超2700股上涨,全天成交7084亿元。","content":"<html><head></head><body><blockquote><p>港股科指午后一度跌近3%,科技股、金融股低迷;A股三大指数小幅收涨,小金属、有色金属板块活跃;美股三大股指期货、欧洲主要指数全线下跌;原油期货日内走高>></p></blockquote><p><strong>港股</strong></p><p>港股再度陷入回调,三大指数全天维持大跌行情,恒生科技指数午后一度跌至2.8%,最终收跌2.32%,恒指、国指分别下跌1.83%及1.92%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3325c5c0f79fbf3ffb382b3409c2172f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上,作为市场风向标的大型科技股全线下跌大市承压明显,叠加大部分金融股(保险、银行)、中字头等权重走低,<a href=\"https://laohu8.com/S/03690\">美团-W</a>午后曾一度大跌6%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>皆下挫,<a href=\"https://laohu8.com/S/02601\">中国太保</a>、<a href=\"https://laohu8.com/S/03968\">招商银行</a>、<a href=\"https://laohu8.com/S/00267\">中信股份</a>等行业龙头齐跌;军工股、猪肉概念股跌幅靠前,手游股、生物科技股、餐饮股、内房股与物管股纷纷下跌。</p><p><a href=\"https://laohu8.com/S/09966\">康宁杰瑞制药-B</a>大幅收跌近45%,且为市场跌幅首位,股价暴跌的主要原因是该公司此前发布的一则公告。其中显示,KN046-303试验已达到预设的死亡事件数,经数据分析显示,总生存期(OS)结果未达到预设的统计学终点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ea716e858f230910a4be583874dc288\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另一方面,汽车股强势,发布重磅技术,<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>领涨,带领锂电池股、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股齐涨,煤炭股继续活跃,<a href=\"https://laohu8.com/S/01898\">中煤能源</a>续刷阶段新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf2d50f0472596693e0f4b21f1c6015\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>A股</strong></p><p>A股三大指数今日早盘小幅走高,尾盘走低均一度翻绿;截至收盘,沪指涨0.05%报3111点,深证成指涨0.25%,创业板指涨0.27%。超2700股上涨,全天成交7084亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c5164020e8d6b9cf9c6ad7f518aaa03\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上,小金属、有色金属板块活跃,<a href=\"https://laohu8.com/S/002842\">翔鹭钨业</a>、<a href=\"https://laohu8.com/S/601020\">华钰矿业</a>等多股涨停;中东局势升温,黄金、贵金属板块走强,<a href=\"https://laohu8.com/S/002155\">湖南黄金</a>涨停;光伏设备板块走高,<a href=\"https://laohu8.com/S/300305\">裕兴股份</a>20cm涨停;<a href=\"https://laohu8.com/S/002594\">比亚迪</a>发布第五代DM技术带动刀片电池、固态电池等板块上涨,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>大涨超8%;AIPC、旅游酒店及碳纤维等板块涨幅居前。另外,ST板块重挫,ST爱康等二十余股跌停;船舶制造板块走低,<a href=\"https://laohu8.com/S/300123\">亚光科技</a>跌近7%;虚拟电厂板块回调,<a href=\"https://laohu8.com/S/301162\">国能日新</a>等多股跌超6%;汽车服务、全息技术及啤酒概念等跌幅居前。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe85baa870b40cb0427a93ed6711b045\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>美股</strong></p><p>美股三大股指期货小幅走低,截至发稿,道指期货跌0.51%,纳斯达克100指数期货跌0.59%,标普500指数期货跌0.57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e8109bbd395c3c18c4eda4b78ac9831\" title=\"\" tg-width=\"417\" tg-height=\"199\"/></p><p>热门中概股多数走低,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超2%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超1%;</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前大跌逾24%,警告可能永远无法实现或维持盈利;</p><p><a href=\"https://laohu8.com/S/MRO\">马拉松石油</a>盘前涨逾5%,<a href=\"https://laohu8.com/S/COP\">康菲石油</a>收购谈判已进入后期阶段;</p><p><a href=\"https://laohu8.com/S/AAL\">美国航空</a>盘前跌超8%,公司下调第二财季调整后每股收益预期;</p><p><strong>欧股</strong></p><p>欧洲主要指数全线下跌,德国DAX30跌0.55%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.25%,法国CAC40跌0.68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973f3b839c8a13380515936c56880d7f\" title=\"\" tg-width=\"462\" tg-height=\"441\"/></p><p><strong>原油</strong></p><p>原油期货日内走高,WTI原油报80.46美元/桶,涨0.79%;布油现报84.52美元/桶,涨0.69%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7397d45930a6aee4e81ecbf321a33674\" title=\"\" tg-width=\"868\" tg-height=\"832\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad4b3a76d890c2774f832430a4d047b6\" title=\"\" tg-width=\"871\" tg-height=\"831\"/></p><p><strong>黄金</strong></p><p>黄金期货小幅下跌,现跌0.21%,报2351.5美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b71bd1aa53fd97eeec415f83243c6f5\" title=\"\" tg-width=\"865\" tg-height=\"831\"/></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>市场综述丨一则利空公告突袭!港股再现闪崩惨案;“迪王”获重大突破,AH股双双大涨</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市场综述丨一则利空公告突袭!港股再现闪崩惨案;“迪王”获重大突破,AH股双双大涨\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\">2024-05-29 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>港股科指午后一度跌近3%,科技股、金融股低迷;A股三大指数小幅收涨,小金属、有色金属板块活跃;美股三大股指期货、欧洲主要指数全线下跌;原油期货日内走高>></p></blockquote><p><strong>港股</strong></p><p>港股再度陷入回调,三大指数全天维持大跌行情,恒生科技指数午后一度跌至2.8%,最终收跌2.32%,恒指、国指分别下跌1.83%及1.92%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3325c5c0f79fbf3ffb382b3409c2172f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上,作为市场风向标的大型科技股全线下跌大市承压明显,叠加大部分金融股(保险、银行)、中字头等权重走低,<a href=\"https://laohu8.com/S/03690\">美团-W</a>午后曾一度大跌6%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>皆下挫,<a href=\"https://laohu8.com/S/02601\">中国太保</a>、<a href=\"https://laohu8.com/S/03968\">招商银行</a>、<a href=\"https://laohu8.com/S/00267\">中信股份</a>等行业龙头齐跌;军工股、猪肉概念股跌幅靠前,手游股、生物科技股、餐饮股、内房股与物管股纷纷下跌。</p><p><a href=\"https://laohu8.com/S/09966\">康宁杰瑞制药-B</a>大幅收跌近45%,且为市场跌幅首位,股价暴跌的主要原因是该公司此前发布的一则公告。其中显示,KN046-303试验已达到预设的死亡事件数,经数据分析显示,总生存期(OS)结果未达到预设的统计学终点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ea716e858f230910a4be583874dc288\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另一方面,汽车股强势,发布重磅技术,<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>领涨,带领锂电池股、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股齐涨,煤炭股继续活跃,<a href=\"https://laohu8.com/S/01898\">中煤能源</a>续刷阶段新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf2d50f0472596693e0f4b21f1c6015\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>A股</strong></p><p>A股三大指数今日早盘小幅走高,尾盘走低均一度翻绿;截至收盘,沪指涨0.05%报3111点,深证成指涨0.25%,创业板指涨0.27%。超2700股上涨,全天成交7084亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c5164020e8d6b9cf9c6ad7f518aaa03\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上,小金属、有色金属板块活跃,<a href=\"https://laohu8.com/S/002842\">翔鹭钨业</a>、<a href=\"https://laohu8.com/S/601020\">华钰矿业</a>等多股涨停;中东局势升温,黄金、贵金属板块走强,<a href=\"https://laohu8.com/S/002155\">湖南黄金</a>涨停;光伏设备板块走高,<a href=\"https://laohu8.com/S/300305\">裕兴股份</a>20cm涨停;<a href=\"https://laohu8.com/S/002594\">比亚迪</a>发布第五代DM技术带动刀片电池、固态电池等板块上涨,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>大涨超8%;AIPC、旅游酒店及碳纤维等板块涨幅居前。另外,ST板块重挫,ST爱康等二十余股跌停;船舶制造板块走低,<a href=\"https://laohu8.com/S/300123\">亚光科技</a>跌近7%;虚拟电厂板块回调,<a href=\"https://laohu8.com/S/301162\">国能日新</a>等多股跌超6%;汽车服务、全息技术及啤酒概念等跌幅居前。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe85baa870b40cb0427a93ed6711b045\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>美股</strong></p><p>美股三大股指期货小幅走低,截至发稿,道指期货跌0.51%,纳斯达克100指数期货跌0.59%,标普500指数期货跌0.57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e8109bbd395c3c18c4eda4b78ac9831\" title=\"\" tg-width=\"417\" tg-height=\"199\"/></p><p>热门中概股多数走低,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超2%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超1%;</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前大跌逾24%,警告可能永远无法实现或维持盈利;</p><p><a href=\"https://laohu8.com/S/MRO\">马拉松石油</a>盘前涨逾5%,<a href=\"https://laohu8.com/S/COP\">康菲石油</a>收购谈判已进入后期阶段;</p><p><a href=\"https://laohu8.com/S/AAL\">美国航空</a>盘前跌超8%,公司下调第二财季调整后每股收益预期;</p><p><strong>欧股</strong></p><p>欧洲主要指数全线下跌,德国DAX30跌0.55%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.25%,法国CAC40跌0.68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973f3b839c8a13380515936c56880d7f\" title=\"\" tg-width=\"462\" tg-height=\"441\"/></p><p><strong>原油</strong></p><p>原油期货日内走高,WTI原油报80.46美元/桶,涨0.79%;布油现报84.52美元/桶,涨0.69%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7397d45930a6aee4e81ecbf321a33674\" title=\"\" tg-width=\"868\" tg-height=\"832\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad4b3a76d890c2774f832430a4d047b6\" title=\"\" tg-width=\"871\" tg-height=\"831\"/></p><p><strong>黄金</strong></p><p>黄金期货小幅下跌,现跌0.21%,报2351.5美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b71bd1aa53fd97eeec415f83243c6f5\" title=\"\" tg-width=\"865\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指",".IXIC":"NASDAQ Composite","YANG":"三倍做空富时中国ETF-Direxion","000001.SH":"上证指数","HSI":"恒生指数","BK4588":"碎股","YINN":"三倍做多富时中国ETF-Direxion",".SPX":"S&P 500 Index","07226":"XL二南方恒科","HSTECH":"恒生科技指数",".DJI":"道琼斯","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142798365","content_text":"港股科指午后一度跌近3%,科技股、金融股低迷;A股三大指数小幅收涨,小金属、有色金属板块活跃;美股三大股指期货、欧洲主要指数全线下跌;原油期货日内走高>>港股港股再度陷入回调,三大指数全天维持大跌行情,恒生科技指数午后一度跌至2.8%,最终收跌2.32%,恒指、国指分别下跌1.83%及1.92%。盘面上,作为市场风向标的大型科技股全线下跌大市承压明显,叠加大部分金融股(保险、银行)、中字头等权重走低,美团-W午后曾一度大跌6%,京东集团-SW、阿里巴巴-SW、腾讯控股皆下挫,中国太保、招商银行、中信股份等行业龙头齐跌;军工股、猪肉概念股跌幅靠前,手游股、生物科技股、餐饮股、内房股与物管股纷纷下跌。康宁杰瑞制药-B大幅收跌近45%,且为市场跌幅首位,股价暴跌的主要原因是该公司此前发布的一则公告。其中显示,KN046-303试验已达到预设的死亡事件数,经数据分析显示,总生存期(OS)结果未达到预设的统计学终点。另一方面,汽车股强势,发布重磅技术,比亚迪股份领涨,带领锂电池股、特斯拉概念股齐涨,煤炭股继续活跃,中煤能源续刷阶段新高。A股A股三大指数今日早盘小幅走高,尾盘走低均一度翻绿;截至收盘,沪指涨0.05%报3111点,深证成指涨0.25%,创业板指涨0.27%。超2700股上涨,全天成交7084亿元。盘面上,小金属、有色金属板块活跃,翔鹭钨业、华钰矿业等多股涨停;中东局势升温,黄金、贵金属板块走强,湖南黄金涨停;光伏设备板块走高,裕兴股份20cm涨停;比亚迪发布第五代DM技术带动刀片电池、固态电池等板块上涨,比亚迪大涨超8%;AIPC、旅游酒店及碳纤维等板块涨幅居前。另外,ST板块重挫,ST爱康等二十余股跌停;船舶制造板块走低,亚光科技跌近7%;虚拟电厂板块回调,国能日新等多股跌超6%;汽车服务、全息技术及啤酒概念等跌幅居前。美股美股三大股指期货小幅走低,截至发稿,道指期货跌0.51%,纳斯达克100指数期货跌0.59%,标普500指数期货跌0.57%。热门中概股多数走低,阿里巴巴、京东、拼多多、网易、贝壳跌超2%,百度、爱奇艺、小鹏汽车跌超1%;法拉第未来盘前大跌逾24%,警告可能永远无法实现或维持盈利;马拉松石油盘前涨逾5%,康菲石油收购谈判已进入后期阶段;美国航空盘前跌超8%,公司下调第二财季调整后每股收益预期;欧股欧洲主要指数全线下跌,德国DAX30跌0.55%,英国富时100跌0.25%,法国CAC40跌0.68%。原油原油期货日内走高,WTI原油报80.46美元/桶,涨0.79%;布油现报84.52美元/桶,涨0.69%。黄金黄金期货小幅下跌,现跌0.21%,报2351.5美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":72424,"gmtCreate":1499347105879,"gmtModify":1704878569702,"author":{"id":"237538590329303","authorId":"237538590329303","name":"买着玩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"237538590329303","authorIdStr":"237538590329303"},"themes":[],"htmlText":"$宝尊电商(BZUN)$宝尊又吃了伟哥……","listText":"$宝尊电商(BZUN)$宝尊又吃了伟哥……","text":"$宝尊电商(BZUN)$宝尊又吃了伟哥……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/72424","isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":57928,"gmtCreate":1494337033188,"gmtModify":1704876751023,"author":{"id":"237538590329303","authorId":"237538590329303","name":"买着玩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"237538590329303","authorIdStr":"237538590329303"},"themes":[],"htmlText":"$宝尊电商(BZUN)$神奇的一支股","listText":"$宝尊电商(BZUN)$神奇的一支股","text":"$宝尊电商(BZUN)$神奇的一支股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/57928","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":36310,"gmtCreate":1479312240455,"gmtModify":1704874040875,"author":{"id":"237538590329303","authorId":"237538590329303","name":"买着玩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"237538590329303","authorIdStr":"237538590329303"},"themes":[],"htmlText":"$宜人贷(YRD)$活见鬼了","listText":"$宜人贷(YRD)$活见鬼了","text":"$宜人贷(YRD)$活见鬼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/36310","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":33214,"gmtCreate":1477492123129,"gmtModify":1704873651317,"author":{"id":"237538590329303","authorId":"237538590329303","name":"买着玩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"237538590329303","authorIdStr":"237538590329303"},"themes":[],"htmlText":"$宜人贷(YRD)$慌个毛,大盘不好","listText":"$宜人贷(YRD)$慌个毛,大盘不好","text":"$宜人贷(YRD)$慌个毛,大盘不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/33214","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":32472,"gmtCreate":1476971371681,"gmtModify":1704873550849,"author":{"id":"237538590329303","authorId":"237538590329303","name":"买着玩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"237538590329303","authorIdStr":"237538590329303"},"themes":[],"htmlText":"$宜人贷(YRD)$刚要卖就跌,也是醉了","listText":"$宜人贷(YRD)$刚要卖就跌,也是醉了","text":"$宜人贷(YRD)$刚要卖就跌,也是醉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/32472","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":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