T20210902002的个人主页 - 老虎社区

T20210902002

T20210902002

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IP属地：山东

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0勋章

2023-12-23

$容联云(RAASY)$ 怎么交易

2024-06-21

$容联云(RAAS)$ 还有开盘的希望吗

2021-06-12

$BOSS直聘(BZ)$还是老虎好！冲冲冲！

2022-11-10

$蜗牛游戏(SNAL)$ 直接退市吧，别开盘了

2022-01-27

$京东(JD)$京东肯定会成为行业老大的

2020-07-29

申购了483股

2023-03-09

$京东(JD)$ 掉这么多，太不合理了

2021-10-20

$哔哩哔哩(BILI)$股价严重低估了

2022-03-04

$拼多多(PDD)$阿里都大涨了

2021-11-18

京东高速发展，人民收入增加，更愿买正规东西

京东集团三季度营收2187亿元，活跃用户数5.52亿

2021-03-10

少发利空文章，垃圾

亏损与股价暴涨的矛盾，是B站与华尔街的分歧

2024-11-07

性价比太高了，比我的P7便宜10万了

小鹏P7+正式上市，起售价为18.68万元

2021-11-23

$京东(JD)$未来的中国老大

2021-08-04

$哔哩哔哩(BILI)$相信未来大涨

2021-02-17

买股不能投机，如物农网风险太高。看好业绩潜力长期持有，比如老虎证券。

2024-03-20

$京东(JD)$ 营收是拼多多的4倍，股价是拼多多的1/5，求解

2024-03-20

一年不及京东一个季度的，股价却是京东的5倍，不理解

拼多多2023年Q4营收888.8亿元，调整后净利润同比增110%

2021-10-13

$RLX科技(RLX)$明天还会大涨的

2021-03-23

京东是中国最具潜力的互联网公司，随着经济发展，低端客户会变成高端客户，值得长期持有

2020-07-31

$理想汽车(LI)$现在时间是12点38分，咱们这一直分配中，有没有补偿呀？@小虎活动 @小虎周报 @老虎专刊

去老虎APP查看更多动态

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10:38","market":"us","language":"zh","title":"急了！特朗普考虑，英伟达特供版也不卖中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2507699533","media":"观察者网","summary":"彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。中方将采取必要措施，坚决维护自身正当权益。","content":"<html><head></head><body><p>美国长期在芯片半导体领域对中国进行无理打压。前任拜登政府前脚刚对用于人工智能（AI）的芯片实施了更广泛的出口管制，新政府后脚就考虑进一步收紧<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华销售限制。</p><p>彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。该产品可以用于开发和运行人工智能软件和服务。为了满足美国对中国出口现行的技术出口限制，英伟达已经对此类芯片的性能进行了削弱。</p><p>据报道，由于官员们正在梳理政策优先事项，因此相关讨论仍处于初期阶段。知情人士说，考虑到特朗普政府才刚刚开始在相关部门增加人手，可能还要较长一段时间才能对限制措施做出决定。</p><p>白宫发言人暂未回复置评请求。英伟达发言人在一份声明中表示，该公司“在实施人工智能计划时会与美国政府合作”。</p><p>报道认为，如果美国决定加强对英伟达的限制，将会使两个世界最大经济体之间的紧张关系进一步升级。</p><p>自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。该公司认为，这种限制增强了中国对实现科技自主的决心，而且也会削弱美国企业，与美国政府贸易行动的目标背道而驰。</p><p>2022年10月，美国政府就已实施了一系列人工智能芯片出口限制措施，英伟达由于无法向中国市场提供A100和H100人工智能处理器，专门为中国市场特供符合美方规定的A800和H800芯片，以绕开美国政府的管制。</p><p>一年后，美国商务部又发布了一系列新的芯片出口限制，扩大了对高级人工智能芯片的定义，并对运往40多个国家的芯片产品提出额外的许可要求，以避免转售给中国。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。</p><p class=\"t-img-caption\"><img alt=\"英伟达资料图\" src=\"https://static.tigerbbs.com/a82b15845e17c65eb21242e37681919b\" tg-height=\"1000\" tg-width=\"1500\" title=\"英伟达资料图\"/><span>英伟达资料图</span></p><p>彭博社指出，收紧现有贸易限制以将H20芯片纳入其中的想法已在美国酝酿了一段时间。知情人士透露，拜登政府的官员曾建议实施此类限制措施，但官员们最终决定不采取行动。</p><p>在离任前（1月13日），拜登公布了一项出口管制政策，进一步限制AI芯片以及技术出口到大多数国家的数量。新法规一方面将允许美国最亲密盟友无限制地使用美国AI技术，另一方面则限制向中国、俄罗斯、伊朗和朝鲜等大多数国家出口。</p><p>中国商务部新闻发言人对此表示，拜登政府滥用出口管制措施，严重阻碍各国正常经贸往来，严重破坏市场规则和国际经贸秩序，严重影响全球科技创新，严重损害包括美国企业在内的全球各国企业利益。中方将采取必要措施，坚决维护自身正当权益。</p><p>中国人工智能初创企业深度求索（DeepSeek）日前发布的大模型DeepSeek-R1，用更低的成本和更小的算力规模，实现了足以匹敌美国顶尖AI模型的效果。据DeepSeek介绍，R1的预训练费用只有557.6万美元，在2048块英伟达H800 GPU集群上运行55天完成。</p><p>美国商务部长提名人卢特尼克（Howard Lutnick）在1月29日的确认听证会上谈及此时表示，他将在芯片出口管制问题上保持“非常强硬”的立场，但未提供更多细节。</p></body></html>","source":"gczw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" 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href=\"https://www.guancha.cn/internation/2025_01_30_763655.shtml\"><strong>观察者网</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>美国长期在芯片半导体领域对中国进行无理打压。前任拜登政府前脚刚对用于人工智能（AI）的芯片实施了更广泛的出口管制，新政府后脚就考虑进一步收紧英伟达对华销售限制。彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。该产品可以用于开发和运行人工智能软件和服务。为了满足美国对中国出口现行的技术出口限制，英伟达已经对此类芯片的性能进行了削弱。据报道...</p>\n<a href=\"https://www.guancha.cn/internation/2025_01_30_763655.shtml\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","NVD3.UK":"LS 3X 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Acc"},"source_url":"https://www.guancha.cn/internation/2025_01_30_763655.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507699533","content_text":"美国长期在芯片半导体领域对中国进行无理打压。前任拜登政府前脚刚对用于人工智能（AI）的芯片实施了更广泛的出口管制，新政府后脚就考虑进一步收紧英伟达对华销售限制。彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。该产品可以用于开发和运行人工智能软件和服务。为了满足美国对中国出口现行的技术出口限制，英伟达已经对此类芯片的性能进行了削弱。据报道，由于官员们正在梳理政策优先事项，因此相关讨论仍处于初期阶段。知情人士说，考虑到特朗普政府才刚刚开始在相关部门增加人手，可能还要较长一段时间才能对限制措施做出决定。白宫发言人暂未回复置评请求。英伟达发言人在一份声明中表示，该公司“在实施人工智能计划时会与美国政府合作”。报道认为，如果美国决定加强对英伟达的限制，将会使两个世界最大经济体之间的紧张关系进一步升级。自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。该公司认为，这种限制增强了中国对实现科技自主的决心，而且也会削弱美国企业，与美国政府贸易行动的目标背道而驰。2022年10月，美国政府就已实施了一系列人工智能芯片出口限制措施，英伟达由于无法向中国市场提供A100和H100人工智能处理器，专门为中国市场特供符合美方规定的A800和H800芯片，以绕开美国政府的管制。一年后，美国商务部又发布了一系列新的芯片出口限制，扩大了对高级人工智能芯片的定义，并对运往40多个国家的芯片产品提出额外的许可要求，以避免转售给中国。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。英伟达资料图彭博社指出，收紧现有贸易限制以将H20芯片纳入其中的想法已在美国酝酿了一段时间。知情人士透露，拜登政府的官员曾建议实施此类限制措施，但官员们最终决定不采取行动。在离任前（1月13日），拜登公布了一项出口管制政策，进一步限制AI芯片以及技术出口到大多数国家的数量。新法规一方面将允许美国最亲密盟友无限制地使用美国AI技术，另一方面则限制向中国、俄罗斯、伊朗和朝鲜等大多数国家出口。中国商务部新闻发言人对此表示，拜登政府滥用出口管制措施，严重阻碍各国正常经贸往来，严重破坏市场规则和国际经贸秩序，严重影响全球科技创新，严重损害包括美国企业在内的全球各国企业利益。中方将采取必要措施，坚决维护自身正当权益。中国人工智能初创企业深度求索（DeepSeek）日前发布的大模型DeepSeek-R1，用更低的成本和更小的算力规模，实现了足以匹敌美国顶尖AI模型的效果。据DeepSeek介绍，R1的预训练费用只有557.6万美元，在2048块英伟达H800 GPU集群上运行55天完成。美国商务部长提名人卢特尼克（Howard Lutnick）在1月29日的确认听证会上谈及此时表示，他将在芯片出口管制问题上保持“非常强硬”的立场，但未提供更多细节。","news_type":1},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385814879224216,"gmtCreate":1735220764003,"gmtModify":1735220766318,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3461627930667913","idStr":"3461627930667913"},"themes":[],"htmlText":"小鹏更好，更智能，更有前途，人刑机器人，会飞的汽车","listText":"小鹏更好，更智能，更有前途，人刑机器人，会飞的汽车","text":"小鹏更好，更智能，更有前途，人刑机器人，会飞的汽车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385814879224216","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375162372592096,"gmtCreate":1732634590764,"gmtModify":1732634592006,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3461627930667913","idStr":"3461627930667913"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 限制出口台能涨吗","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 限制出口台能涨吗","text":"$英伟达(NVDA)$ 限制出口台能涨吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375162372592096","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368787340591504,"gmtCreate":1731077452632,"gmtModify":1731077454107,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3461627930667913","idStr":"3461627930667913"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XHG\">$XChange TEC(XHG)$ </a> 为什么每股收益210，请高手说一下","listText":"<a href=\"https://laohu8.com/S/XHG\">$XChange TEC(XHG)$ </a> 为什么每股收益210，请高手说一下","text":"$XChange TEC(XHG)$ 为什么每股收益210，请高手说一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368787340591504","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368787000803728,"gmtCreate":1731077369676,"gmtModify":1731077371472,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3461627930667913","idStr":"3461627930667913"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XHG\">$XChange TEC(XHG)$ </a> 每股收益为什么210那么高，那个高手说一下","listText":"<a href=\"https://laohu8.com/S/XHG\">$XChange TEC(XHG)$ </a> 每股收益为什么210那么高，那个高手说一下","text":"$XChange TEC(XHG)$ 每股收益为什么210那么高，那个高手说一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368787000803728","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368411366601144,"gmtCreate":1730985664304,"gmtModify":1730985666705,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3461627930667913","idStr":"3461627930667913"},"themes":[],"htmlText":"性价比太高了，比我的P7便宜10万了","listText":"性价比太高了，比我的P7便宜10万了","text":"性价比太高了，比我的P7便宜10万了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368411366601144","repostId":"1185414620","repostType":2,"repost":{"id":"1185414620","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":1730984532,"share":"https://www.laohu8.com/m/news/1185414620?lang=&edition=full","pubTime":"2024-11-07 21:02","market":"us","language":"zh","title":"小鹏P7+正式上市，起售价为18.68万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185414620","media":"老虎资讯综合","summary":"11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。受此消息影响，$小鹏汽车(XPEV)$美股盘前直线拉升，现涨近7%。","content":"<html><head></head><body><p>11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c130d027149ea18881303fb62072e46c\" tg-height=\"372\" tg-width=\"722\" title=\"\"/></p><p>受此消息影响，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>美股盘中一度飙涨逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cf8964e3b87d8cfbd6fb81b933c4e6c\" tg-height=\"240\" tg-width=\"560\" title=\"\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>小鹏P7+正式上市，起售价为18.68万元</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; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-07 21:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c130d027149ea18881303fb62072e46c\" tg-height=\"372\" tg-width=\"722\" title=\"\"/></p><p>受此消息影响，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>美股盘中一度飙涨逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cf8964e3b87d8cfbd6fb81b933c4e6c\" tg-height=\"240\" tg-width=\"560\" 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href=\"https://laohu8.com/S/JD\">京东</a>公布2021年三季度财报。</p>\n<p><b>主要业绩</b></p>\n<p><b>第三季度净营收2187亿元人民币，同比增长25.5%。市场预估2156.1亿元人民币。</b></p>\n<p>第三季度经营利润为人民币26亿元（4亿美元），经营利润率为1.2%。去年同期为人民币44亿元；非公认会计准则下经营利润为人民币46亿元（7亿美元），去年同期为人民币53亿元。</p>\n<p>第三季度归属于普通股股东的净损失为人民币28亿元（4亿美元），去年同期为净利润人民币76亿元。</p>\n<p>第三季度，其他非经营损失为人民币31亿元（5亿美元），其他净额的减少主要是由于上市公司股权投资股价下降导致投资证券产生公允价值变动损失。</p>\n<p>第三季度调整后每ADS收益3.16元人民币，分析师预估2元人民币。</p>\n<p>第三季度执行费用143亿元人民币，分析师预估142.6亿元人民币。其中96%的成本和费用都用于商品采购、基础设施、物流履约、技术研发、员工薪酬福利以及对品牌商家扶持等实体经济投入。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7e510d555325fefdad30743a017f5233\" tg-height=\"755\" tg-width=\"619\"/></p>\n<p><b>业务表现</b></p>\n<p>第三季度年度活跃用户帐户5.522亿，分析师预估5.568亿。</p>\n<p>第三季度商品收入同比增加22.9%，服务收入同比增加43.3%。</p>\n<p>第三季度，京东物流的收入为257.5亿元，较2020年第三季度179.6亿元增长了43.37%。截至2021年9月30日，京东物流运营约1,300个仓库。包含京东物流管理的云仓面积在内，仓储总面积超过2,300万平方米。</p>\n<p>第三季度，京东的新业务收入为57.3亿元，较2020年第三季度43亿元增长了33.26%。</p>\n<p>前三季度，京东全渠道GMV实现了近100%的同比增长，带动线下实体商家拓展新的增长空间。在产业链上游，京东已服务近70%的省级“专精特新”中小企业和小巨人，以及数百万中小企业；京东自有品牌业务推出的“产业带CEO计划”已覆盖全国70%的产业带。</p>\n<p><img height=\"auto\" src=\"https://static.tigerbbs.com/e94e29264767adfc29538b338d77dc2c\" tg-height=\"2080\" tg-width=\"550\" width=\"100%\"/></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf5337c9c7bc23ec872d30a10fe10327","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133950613","content_text":"11月18日（周四），京东公布2021年三季度财报。\n主要业绩\n第三季度净营收2187亿元人民币，同比增长25.5%。市场预估2156.1亿元人民币。\n第三季度经营利润为人民币26亿元（4亿美元），经营利润率为1.2%。去年同期为人民币44亿元；非公认会计准则下经营利润为人民币46亿元（7亿美元），去年同期为人民币53亿元。\n第三季度归属于普通股股东的净损失为人民币28亿元（4亿美元），去年同期为净利润人民币76亿元。\n第三季度，其他非经营损失为人民币31亿元（5亿美元），其他净额的减少主要是由于上市公司股权投资股价下降导致投资证券产生公允价值变动损失。\n第三季度调整后每ADS收益3.16元人民币，分析师预估2元人民币。\n第三季度执行费用143亿元人民币，分析师预估142.6亿元人民币。其中96%的成本和费用都用于商品采购、基础设施、物流履约、技术研发、员工薪酬福利以及对品牌商家扶持等实体经济投入。\n\n业务表现\n第三季度年度活跃用户帐户5.522亿，分析师预估5.568亿。\n第三季度商品收入同比增加22.9%，服务收入同比增加43.3%。\n第三季度，京东物流的收入为257.5亿元，较2020年第三季度179.6亿元增长了43.37%。截至2021年9月30日，京东物流运营约1,300个仓库。包含京东物流管理的云仓面积在内，仓储总面积超过2,300万平方米。\n第三季度，京东的新业务收入为57.3亿元，较2020年第三季度43亿元增长了33.26%。\n前三季度，京东全渠道GMV实现了近100%的同比增长，带动线下实体商家拓展新的增长空间。在产业链上游，京东已服务近70%的省级“专精特新”中小企业和小巨人，以及数百万中小企业；京东自有品牌业务推出的“产业带CEO计划”已覆盖全国70%的产业带。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323726386,"gmtCreate":1615378812345,"gmtModify":1703488120428,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"少发利空文章，垃圾","listText":"少发利空文章，垃圾","text":"少发利空文章，垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323726386","repostId":"2118738624","repostType":2,"repost":{"id":"2118738624","kind":"news","pubTimestamp":1615357980,"share":"https://www.laohu8.com/m/news/2118738624?lang=&edition=full","pubTime":"2021-03-10 14:33","market":"us","language":"zh","title":"亏损与股价暴涨的矛盾，是B站与华尔街的分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=2118738624","media":"BT财经","summary":"当B站挂牌美股，华尔街的分析师们普遍看好这来自中国的“年轻版奈飞”。业内人士指出，B站的社区氛围鲜明，被许多人认可。营收攀升也带来了成本的迅速攀升，B站还在为其未来的全量版图积极布局。面对这样的B站华尔街的分析师们开始转身，特别是对比奈飞的财报。资本市场看好B站，主要原因是看好其聚拢年轻人的能力。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210310145157577d235gfxge6fgyba\"/><p><strong>文丨BT财经 常倩倩</strong></p><p>曾经的B站被华尔街看作“年轻版”奈飞，“成年的奈飞”开始走精品化、圈层化的路线，而在美国上市后的B站，却开始抛弃二次元的定位和年轻受众，尝试走“破圈”之路……</p><p>3月9日，中概股集体大涨，其中有256只个股上涨，只有42只个股下跌，<a href=\"https://laohu8.com/S/XNET\">迅雷</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨幅居前，上涨都超10%，B站也扭转2月中旬以来下降趋势，上涨8.81%，报收107美元，市值为384亿美元（约2457亿元）。</p><p>之所以单独提到B站，是因为与其他中概股不同，B站从2018年在纳斯达克上市以来，几乎没有经历过暴跌的“大风大浪”，三年来一直处于上升趋势，累计涨幅超过800%。</p><p>而B站能一直被华尔街看中，股票涨势风生水起，多亏了奈飞。</p><p><strong>华尔街眼中“年轻版”奈飞</strong></p><p><strong>B站是吃到流媒体时代第一波红利的企业。</strong>B站在自制内容方面主打动画和二次元内容，二者反哺了B站的文化基调，大量年轻的流量涌向B站，新的意见领袖和观众体系也被建立起来。</p><p>流媒体通俗点说，就是我们可以在线看网上音视频。传统的媒体文件，比如视频要完全下载下来才能观看，流媒体的特点是在高速互联网时代可以如同流水一般在线看，无需下载，也可以实现边下边看。</p><p>流媒体的运作模式就是，通过内容创作制造流量入口，这个内容可以是平台自己买来的，也可以是用户自发上传的，有了流量，形成内容生态圈，然后就会有更加优质的内容产出，最后就是通过会员和充值实现流量变现，平台的主要目的就是巩固生态圈，保证流量变现的顺利实现。</p><p><strong>流媒体的厉害之处在于，只要有了稳定的生态圈，变现的方式异常多元</strong>，可以卖游戏、卖直播、卖广告、卖周边等等。</p><p>这也是B站的运营方式，在之前B站的很多内容都是内容创作者自发上传的（因此有很多版权纠纷），成本很低，这和流媒体的“鼻祖”奈飞很相似。</p><p>B站大涨的奥秘在于，<strong>华尔街的分析师普遍把B站对标“年轻版的奈飞”，大量投资者认为曾错过投资奈飞的天赐良机，现在绝不能再错过B站。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20210310145158826d235lpz7qaj137r\"/><p><strong>B站大热多亏奈飞</strong></p><p>华尔街是崇尚讲好科技故事的，而B站的热度多亏了奈飞的故事推动。</p><p>奈飞这种流媒体视频平台，大致相当于网络时代的电视台。他们可以打破电视时代的国境线局限，给世界范围内的人群提供影视类产品来盈利。</p><p>奈飞的故事很励志，早期是一家在线租赁DVD，1999年开始提供订阅服务，2009年该公司提供多达10万部DVD电影，并有1千万的订户。</p><p>利用租赁DVD积累的用户，奈飞开始自制内容在平台播放，2013年凭借《纸牌屋》，被推上全球瞩目的风口浪尖，随后《铁杉树丛》、《女子监狱》……接连多部剧集均保持超高质量成为了现象级话题。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210310145159496d2354u841dku2wh\"/><p>这是奈飞的好运吗？<strong>事实上这并不是幸运，而是一个完全的平台转型、系统化的以大数据协助创意人的内容生产新模式。</strong>从“倒卖内容”到“创作内容”，奈飞从媒介生意转型成内容生意，它的成就是巨大的。</p><p>2012年起，奈飞开始自制剧集，并从最早的年产出8部一路狂涨到2018年年产出1500部。这个数字意味着什么呢？这种内容创造力，是其它三家竞品公司的总和（HBONOW AmazonVideo HULU）。</p><p>奈飞靠什么取得了成功，靠的是通过大数据讨好“特定的人群”，通俗点说，<strong>奈飞的内容变得越来越圈层化。</strong>奈飞从2010年起就开始通过数据算法分析用户，它们通过这些数据发现大量用户喜欢导演大卫·芬奇，对凯文·斯佩西演的电影好评很高，同时用户还非常喜欢看英国版的《纸牌屋》。</p><p>所以在2011年没有一家传统电视台愿意为英版《纸牌屋》投拍第二季的情况下，奈飞果断以1亿美元买下《纸牌屋》两季26集版权。甚至还为等待凯文·斯佩西的档期，硬生生地延后了10个月才开拍。在2012年，奈飞以一部《纸牌屋》咸鱼翻身，并自此成为纳斯达克表现最好的股票之一；直到近日打败娱乐IP内容之王<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>。</p><p>十年过去了，奈飞的订阅用户已突破2亿人，股票回报率超过2000%，一众华尔街看空者损失惨重，华尔街的分析师们清醒过来。</p><p>不过，今天的奈飞更愿意把自己叫做像迪斯尼那样的综合娱乐公司，而不仅仅是一家互联网公司。当B站挂牌美股，华尔街的分析师们普遍看好这来自中国的“年轻版奈飞”。</p><p><strong>“破圈”的B站</strong></p><p>B站董事长陈睿曾这样说：“B站未来可能会倒闭，但绝对不会变质。”但那时的他不曾预料的是，上市后B站将会重新审视这个问题。</p><p>2015年前的B站，反叛而个性的创作内容充斥着社区。或许是基于ACG二次元文化起家，个性化独特的内容成为B站的代名词，而大名鼎鼎的“鬼畜区”也是在中国互联网史上绝无仅有。这种反叛，对主流文化和现实社会的反叛，让B站的用户愿意把自己“封闭”起来。会员答题就是最好的门槛。</p><p><strong>在奈飞努力打造自己的受众圈层时，B站却在垂直领域中尝试破圈。</strong></p><p>2019年首次举办跨年晚会，B站一举出圈，之后又凭借五四青年节的《后浪》，持续出圈，这一年，B站还进入剧集和综艺、电竞领域，投资<a href=\"https://laohu8.com/S/01003\">欢喜传媒</a>独播剧集《风犬少年的天空》，自制说唱类综艺《说唱新世代》，并与拳头游戏达成英雄联盟全球赛事战略合作，获得S10至S12连续三年的中国大陆地区直播平台领域独家版权。</p><p>与华尔街的分析师们认知的不同，B站的对标平台并非奈飞，而是优爱腾。从二次元起家的B站不愿拘泥于年轻群体，不愿意依照华尔街分析师的分析发展垂直领域，而是通过“破圈”，实现用户的广度。</p><p>业内人士指出，B站的社区氛围鲜明，被许多人认可。然而，<strong>盈利还是关键问题，被认可不代表被资本喜爱。</strong>破圈几乎是企业发展市场的必经之路。即便是以小众文化崛起而闻名的企业，也很难逃过追逐大众趋势的宿命。用户局限在二次元，影响的不仅仅是B站的营收和用户增量，更是其必须要获得且壮大的商业价值认同感。</p><p>鲜艳的成绩背后，有舍有得。2020年第三季度财报显示，B站该季度的营销费用高达11.9亿元，同比增长227%，净亏损也达到9.9亿人民币，创下有史以来最高的纪录。营收攀升也带来了成本的迅速攀升，B站还在为其未来的全量版图积极布局。</p><p>为了破圈，B站继续投入大量营销费用，亏损的口子越来越大。具体来看，B站2015年的营销费用只有0.18亿元，到了2019年这一费用增加至12亿元，5年翻了近66倍，只2020年前三季度的营销费用就有24.71亿元，比2019年全年的营销费用还翻了一番，占总营收的比重近三成。</p><p><strong>虽然使B站的营收不断增长，但亏损却愈发严重</strong>，其中2017年还只亏损1.84亿元，到2020年亏损金额就超过30亿元，近三年累计亏损49亿，同期奈飞的业绩已实现近30亿的<span>净利润</span>。</p><p>面对这样的B站华尔街的分析师们开始转身，特别是对比奈飞的财报。从2月中旬开始，B站股价一路下跌，累计跌幅近30%，不过，到了3月9日，受中概股集体上扬的影响，B站再次上涨。</p><p>虽然从用户数量还是月活跃度，2020年B站都交出了非常优异的答卷。即使面对高亏损，在陈睿看来，B站破圈“势在必行”。</p><p>对比B站2020年的势如破竹，2021年能否成功，仍是未知数。B站2020年底举办的跨年晚会，用户评价明显不如上一年，在豆瓣评分上，2019年晚会评分9.1分，2020年仅为6.7分。今年春节前夕，B站还陷入巨大争议中，被大量用户举报、抵制，在<a href=\"https://laohu8.com/S/WB\">微博</a>多次登上热搜，甚至被勒令参与2021春节网络环境专项整治行动。</p><p>资本市场看好B站，主要原因是看好其聚拢年轻人的能力。<a href=\"https://laohu8.com/S/601211\">国泰君安</a>发布报告称，B站核心优势在于沉淀了高质量用户。失去了核心优势，B站又该何去何从呢？</p><p><strong>欢迎关注【BT财经】，阅读更多精彩内容。</strong></p><p><strong>版权所有，禁止私自转载！如涉及侵权，请联系删除。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>亏损与股价暴涨的矛盾，是B站与华尔街的分歧</title>\n<style 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}\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亏损与股价暴涨的矛盾，是B站与华尔街的分歧\n</h2>\n<h4 class=\"meta\">\n\n\n2021-03-10 14:33 北京时间   <a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103101452027e655315&s=b\"><strong>BT财经</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>文丨BT财经 常倩倩曾经的B站被华尔街看作“年轻版”奈飞，“成年的奈飞”开始走精品化、圈层化的路线，而在美国上市后的B站，却开始抛弃二次元的定位和年轻受众，尝试走“破圈”之路……3月9日，中概股集体大涨，其中有256只个股上涨，只有42只个股下跌，迅雷、蔚来、拼多多涨幅居前，上涨都超10%，B站也扭转2月中旬以来下降趋势，上涨8.81%，报收107美元，市值为384亿美元（约2457亿元）。之所以...</p>\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103101452027e655315&s=b\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edc98c04cdc47dd0d16e08274ce9a364","relate_stocks":{"BILI":"哔哩哔哩","NFLX":"奈飞"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103101452027e655315&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2118738624","content_text":"文丨BT财经 常倩倩曾经的B站被华尔街看作“年轻版”奈飞，“成年的奈飞”开始走精品化、圈层化的路线，而在美国上市后的B站，却开始抛弃二次元的定位和年轻受众，尝试走“破圈”之路……3月9日，中概股集体大涨，其中有256只个股上涨，只有42只个股下跌，迅雷、蔚来、拼多多涨幅居前，上涨都超10%，B站也扭转2月中旬以来下降趋势，上涨8.81%，报收107美元，市值为384亿美元（约2457亿元）。之所以单独提到B站，是因为与其他中概股不同，B站从2018年在纳斯达克上市以来，几乎没有经历过暴跌的“大风大浪”，三年来一直处于上升趋势，累计涨幅超过800%。而B站能一直被华尔街看中，股票涨势风生水起，多亏了奈飞。华尔街眼中“年轻版”奈飞B站是吃到流媒体时代第一波红利的企业。B站在自制内容方面主打动画和二次元内容，二者反哺了B站的文化基调，大量年轻的流量涌向B站，新的意见领袖和观众体系也被建立起来。流媒体通俗点说，就是我们可以在线看网上音视频。传统的媒体文件，比如视频要完全下载下来才能观看，流媒体的特点是在高速互联网时代可以如同流水一般在线看，无需下载，也可以实现边下边看。流媒体的运作模式就是，通过内容创作制造流量入口，这个内容可以是平台自己买来的，也可以是用户自发上传的，有了流量，形成内容生态圈，然后就会有更加优质的内容产出，最后就是通过会员和充值实现流量变现，平台的主要目的就是巩固生态圈，保证流量变现的顺利实现。流媒体的厉害之处在于，只要有了稳定的生态圈，变现的方式异常多元，可以卖游戏、卖直播、卖广告、卖周边等等。这也是B站的运营方式，在之前B站的很多内容都是内容创作者自发上传的（因此有很多版权纠纷），成本很低，这和流媒体的“鼻祖”奈飞很相似。B站大涨的奥秘在于，华尔街的分析师普遍把B站对标“年轻版的奈飞”，大量投资者认为曾错过投资奈飞的天赐良机，现在绝不能再错过B站。B站大热多亏奈飞华尔街是崇尚讲好科技故事的，而B站的热度多亏了奈飞的故事推动。奈飞这种流媒体视频平台，大致相当于网络时代的电视台。他们可以打破电视时代的国境线局限，给世界范围内的人群提供影视类产品来盈利。奈飞的故事很励志，早期是一家在线租赁DVD，1999年开始提供订阅服务，2009年该公司提供多达10万部DVD电影，并有1千万的订户。利用租赁DVD积累的用户，奈飞开始自制内容在平台播放，2013年凭借《纸牌屋》，被推上全球瞩目的风口浪尖，随后《铁杉树丛》、《女子监狱》……接连多部剧集均保持超高质量成为了现象级话题。这是奈飞的好运吗？事实上这并不是幸运，而是一个完全的平台转型、系统化的以大数据协助创意人的内容生产新模式。从“倒卖内容”到“创作内容”，奈飞从媒介生意转型成内容生意，它的成就是巨大的。2012年起，奈飞开始自制剧集，并从最早的年产出8部一路狂涨到2018年年产出1500部。这个数字意味着什么呢？这种内容创造力，是其它三家竞品公司的总和（HBONOW AmazonVideo HULU）。奈飞靠什么取得了成功，靠的是通过大数据讨好“特定的人群”，通俗点说，奈飞的内容变得越来越圈层化。奈飞从2010年起就开始通过数据算法分析用户，它们通过这些数据发现大量用户喜欢导演大卫·芬奇，对凯文·斯佩西演的电影好评很高，同时用户还非常喜欢看英国版的《纸牌屋》。所以在2011年没有一家传统电视台愿意为英版《纸牌屋》投拍第二季的情况下，奈飞果断以1亿美元买下《纸牌屋》两季26集版权。甚至还为等待凯文·斯佩西的档期，硬生生地延后了10个月才开拍。在2012年，奈飞以一部《纸牌屋》咸鱼翻身，并自此成为纳斯达克表现最好的股票之一；直到近日打败娱乐IP内容之王迪士尼。十年过去了，奈飞的订阅用户已突破2亿人，股票回报率超过2000%，一众华尔街看空者损失惨重，华尔街的分析师们清醒过来。不过，今天的奈飞更愿意把自己叫做像迪斯尼那样的综合娱乐公司，而不仅仅是一家互联网公司。当B站挂牌美股，华尔街的分析师们普遍看好这来自中国的“年轻版奈飞”。“破圈”的B站B站董事长陈睿曾这样说：“B站未来可能会倒闭，但绝对不会变质。”但那时的他不曾预料的是，上市后B站将会重新审视这个问题。2015年前的B站，反叛而个性的创作内容充斥着社区。或许是基于ACG二次元文化起家，个性化独特的内容成为B站的代名词，而大名鼎鼎的“鬼畜区”也是在中国互联网史上绝无仅有。这种反叛，对主流文化和现实社会的反叛，让B站的用户愿意把自己“封闭”起来。会员答题就是最好的门槛。在奈飞努力打造自己的受众圈层时，B站却在垂直领域中尝试破圈。2019年首次举办跨年晚会，B站一举出圈，之后又凭借五四青年节的《后浪》，持续出圈，这一年，B站还进入剧集和综艺、电竞领域，投资欢喜传媒独播剧集《风犬少年的天空》，自制说唱类综艺《说唱新世代》，并与拳头游戏达成英雄联盟全球赛事战略合作，获得S10至S12连续三年的中国大陆地区直播平台领域独家版权。与华尔街的分析师们认知的不同，B站的对标平台并非奈飞，而是优爱腾。从二次元起家的B站不愿拘泥于年轻群体，不愿意依照华尔街分析师的分析发展垂直领域，而是通过“破圈”，实现用户的广度。业内人士指出，B站的社区氛围鲜明，被许多人认可。然而，盈利还是关键问题，被认可不代表被资本喜爱。破圈几乎是企业发展市场的必经之路。即便是以小众文化崛起而闻名的企业，也很难逃过追逐大众趋势的宿命。用户局限在二次元，影响的不仅仅是B站的营收和用户增量，更是其必须要获得且壮大的商业价值认同感。鲜艳的成绩背后，有舍有得。2020年第三季度财报显示，B站该季度的营销费用高达11.9亿元，同比增长227%，净亏损也达到9.9亿人民币，创下有史以来最高的纪录。营收攀升也带来了成本的迅速攀升，B站还在为其未来的全量版图积极布局。为了破圈，B站继续投入大量营销费用，亏损的口子越来越大。具体来看，B站2015年的营销费用只有0.18亿元，到了2019年这一费用增加至12亿元，5年翻了近66倍，只2020年前三季度的营销费用就有24.71亿元，比2019年全年的营销费用还翻了一番，占总营收的比重近三成。虽然使B站的营收不断增长，但亏损却愈发严重，其中2017年还只亏损1.84亿元，到2020年亏损金额就超过30亿元，近三年累计亏损49亿，同期奈飞的业绩已实现近30亿的净利润。面对这样的B站华尔街的分析师们开始转身，特别是对比奈飞的财报。从2月中旬开始，B站股价一路下跌，累计跌幅近30%，不过，到了3月9日，受中概股集体上扬的影响，B站再次上涨。虽然从用户数量还是月活跃度，2020年B站都交出了非常优异的答卷。即使面对高亏损，在陈睿看来，B站破圈“势在必行”。对比B站2020年的势如破竹，2021年能否成功，仍是未知数。B站2020年底举办的跨年晚会，用户评价明显不如上一年，在豆瓣评分上，2019年晚会评分9.1分，2020年仅为6.7分。今年春节前夕，B站还陷入巨大争议中，被大量用户举报、抵制，在微博多次登上热搜，甚至被勒令参与2021春节网络环境专项整治行动。资本市场看好B站，主要原因是看好其聚拢年轻人的能力。国泰君安发布报告称，B站核心优势在于沉淀了高质量用户。失去了核心优势，B站又该何去何从呢？欢迎关注【BT财经】，阅读更多精彩内容。版权所有，禁止私自转载！如涉及侵权，请联系删除。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368411366601144,"gmtCreate":1730985664304,"gmtModify":1730985666705,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"性价比太高了，比我的P7便宜10万了","listText":"性价比太高了，比我的P7便宜10万了","text":"性价比太高了，比我的P7便宜10万了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368411366601144","repostId":"1185414620","repostType":2,"repost":{"id":"1185414620","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":1730984532,"share":"https://www.laohu8.com/m/news/1185414620?lang=&edition=full","pubTime":"2024-11-07 21:02","market":"us","language":"zh","title":"小鹏P7+正式上市，起售价为18.68万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185414620","media":"老虎资讯综合","summary":"11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。受此消息影响，$小鹏汽车(XPEV)$美股盘前直线拉升，现涨近7%。","content":"<html><head></head><body><p>11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c130d027149ea18881303fb62072e46c\" tg-height=\"372\" tg-width=\"722\" title=\"\"/></p><p>受此消息影响，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>美股盘中一度飙涨逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cf8964e3b87d8cfbd6fb81b933c4e6c\" tg-height=\"240\" tg-width=\"560\" title=\"\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-07 21:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c130d027149ea18881303fb62072e46c\" tg-height=\"372\" tg-width=\"722\" title=\"\"/></p><p>受此消息影响，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>美股盘中一度飙涨逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cf8964e3b87d8cfbd6fb81b933c4e6c\" tg-height=\"240\" tg-width=\"560\" title=\"\"/></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"BK1610":"ETF&股票定投概念","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","XPEV":"小鹏汽车","BK1587":"次新股","BK1119":"汽车制造商","BK1539":"汽车股","BK1575":"同股不同权","09868":"小鹏汽车-W","BK1588":"回港中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185414620","content_text":"11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。受此消息影响，小鹏汽车美股盘中一度飙涨逾14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548250395594327","authorId":"3548250395594327","name":"资深韭菜不饶人","avatar":"https://static.tigerbbs.com/90f7853f84dbd801959c590f09a29041","crmLevel":3,"crmLevelSwitch":0,"idStr":"3548250395594327","authorIdStr":"3548250395594327"},"content":"我官网都打不开了 性价比巨高","text":"我官网都打不开了 性价比巨高","html":"我官网都打不开了 性价比巨高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875415507,"gmtCreate":1637678757551,"gmtModify":1637678757551,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>未来的中国老大","listText":"<a 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>相信未来大涨","text":"$哔哩哔哩(BILI)$相信未来大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890150572","isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385258343,"gmtCreate":1613557533182,"gmtModify":1613567585440,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"买股不能投机，如物农网风险太高。看好业绩潜力长期持有，比如老虎证券。","listText":"买股不能投机，如物农网风险太高。看好业绩潜力长期持有，比如老虎证券。","text":"买股不能投机，如物农网风险太高。看好业绩潜力长期持有，比如老虎证券。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385258343","isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286343109107920,"gmtCreate":1710935640389,"gmtModify":1710935641775,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"<a 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go","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3558944895612149","authorIdStr":"3558944895612149"},"content":"哈哈😄我之前不明白，一抹再有点理解了，大家看的是公司未来的发展潜力","text":"哈哈😄我之前不明白，一抹再有点理解了，大家看的是公司未来的发展潜力","html":"哈哈😄我之前不明白，一抹再有点理解了，大家看的是公司未来的发展潜力"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286342515322888,"gmtCreate":1710935517782,"gmtModify":1710935986876,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"一年不及京东一个季度的，股价却是京东的5倍，不理解","listText":"一年不及京东一个季度的，股价却是京东的5倍，不理解","text":"一年不及京东一个季度的，股价却是京东的5倍，不理解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286342515322888","repostId":"1186413243","repostType":2,"repost":{"id":"1186413243","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":1710930688,"share":"https://www.laohu8.com/m/news/1186413243?lang=&edition=full","pubTime":"2024-03-20 18:31","market":"us","language":"zh","title":"拼多多2023年Q4营收888.8亿元，调整后净利润同比增110%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186413243","media":"老虎资讯综合","summary":"第四季度调整后每ADS收益17.32元，市场预期11.28元。","content":"<html><head></head><body><p>3月20日周三，拼多多发布2023年Q4及全年业绩。</p><p>第四季度</p><ul style=\"\"><li><p>第四季度营收888.8亿元人民币，同比增长123%。市场预期798.74亿元，上年同期398.2亿元。</p></li><li><p>来自在线营销服务及其他服务的营收为486.756亿元（约合68.558亿美元），与2022年同期相比增长57%。</p></li><li><p>来自交易服务的营收为402.054亿元（约合56.628亿美元），与2022年同期相比增长357%。</p></li><li><p>第四季度归属于拼多多普通股股东的净利润为232.803亿元，同比增长146%。</p></li><li><p>不按美国通用会计准则，第四季度归属于拼多多普通股股东的净利润为254.765亿元，同比增长110%。</p></li><li><p>第四季度调整后每ADS收益17.32元，市场预期11.28元。</p></li></ul><p>2023年全年</p><ul style=\"\"><li><p>2023年，拼多多总营收为2476.392亿元，同比增长90%。</p></li><li><p>2023年，归属于拼多多普通股股东的净利润为600.265亿元，同比增长90%。</p></li><li><p>不按美国通用会计准则，2023年归属于拼多多普通股股东的净利润为678.993亿元，同比增长72%。</p></li></ul><p>拼多多集团全年研发投入为110亿元，其中，Q4研发费用同比增长19%，达到29亿元。拼多多董事长、联席首席执行官陈磊表示，“科技企业，研发为本。今年，我们将保持投入力度，为高质量发展探索、培育新质生产力，推动前沿技术在农业及制造业中的应用转化，支撑平台更高水平的高质量发展。”</p><p>截至发稿，拼多多盘前大涨15%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2ce9442586747ba4546a9c56f9a7152\" tg-height=\"126\" tg-width=\"450\" title=\"\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>拼多多2023年Q4营收888.8亿元，调整后净利润同比增110%</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拼多多2023年Q4营收888.8亿元，调整后净利润同比增110%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-20 18:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>3月20日周三，拼多多发布2023年Q4及全年业绩。</p><p>第四季度</p><ul style=\"\"><li><p>第四季度营收888.8亿元人民币，同比增长123%。市场预期798.74亿元，上年同期398.2亿元。</p></li><li><p>来自在线营销服务及其他服务的营收为486.756亿元（约合68.558亿美元），与2022年同期相比增长57%。</p></li><li><p>来自交易服务的营收为402.054亿元（约合56.628亿美元），与2022年同期相比增长357%。</p></li><li><p>第四季度归属于拼多多普通股股东的净利润为232.803亿元，同比增长146%。</p></li><li><p>不按美国通用会计准则，第四季度归属于拼多多普通股股东的净利润为254.765亿元，同比增长110%。</p></li><li><p>第四季度调整后每ADS收益17.32元，市场预期11.28元。</p></li></ul><p>2023年全年</p><ul style=\"\"><li><p>2023年，拼多多总营收为2476.392亿元，同比增长90%。</p></li><li><p>2023年，归属于拼多多普通股股东的净利润为600.265亿元，同比增长90%。</p></li><li><p>不按美国通用会计准则，2023年归属于拼多多普通股股东的净利润为678.993亿元，同比增长72%。</p></li></ul><p>拼多多集团全年研发投入为110亿元，其中，Q4研发费用同比增长19%，达到29亿元。拼多多董事长、联席首席执行官陈磊表示，“科技企业，研发为本。今年，我们将保持投入力度，为高质量发展探索、培育新质生产力，推动前沿技术在农业及制造业中的应用转化，支撑平台更高水平的高质量发展。”</p><p>截至发稿，拼多多盘前大涨15%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2ce9442586747ba4546a9c56f9a7152\" tg-height=\"126\" tg-width=\"450\" title=\"\"/></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186413243","content_text":"3月20日周三，拼多多发布2023年Q4及全年业绩。第四季度第四季度营收888.8亿元人民币，同比增长123%。市场预期798.74亿元，上年同期398.2亿元。来自在线营销服务及其他服务的营收为486.756亿元（约合68.558亿美元），与2022年同期相比增长57%。来自交易服务的营收为402.054亿元（约合56.628亿美元），与2022年同期相比增长357%。第四季度归属于拼多多普通股股东的净利润为232.803亿元，同比增长146%。不按美国通用会计准则，第四季度归属于拼多多普通股股东的净利润为254.765亿元，同比增长110%。第四季度调整后每ADS收益17.32元，市场预期11.28元。2023年全年2023年，拼多多总营收为2476.392亿元，同比增长90%。2023年，归属于拼多多普通股股东的净利润为600.265亿元，同比增长90%。不按美国通用会计准则，2023年归属于拼多多普通股股东的净利润为678.993亿元，同比增长72%。拼多多集团全年研发投入为110亿元，其中，Q4研发费用同比增长19%，达到29亿元。拼多多董事长、联席首席执行官陈磊表示，“科技企业，研发为本。今年，我们将保持投入力度，为高质量发展探索、培育新质生产力，推动前沿技术在农业及制造业中的应用转化，支撑平台更高水平的高质量发展。”截至发稿，拼多多盘前大涨15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822595851,"gmtCreate":1634139619183,"gmtModify":1634139619183,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"<a 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