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炼金术学徒
苦练炼金神术,努力变成富人!
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炼金术学徒
12-20
笑死,拉高出货,这公司挺会玩
$灿谷(CANG)$
@约德尔牛:
$灿谷(CANG)$
我尼玛股东减持了
炼金术学徒
12-19
$灿谷(CANG)$
咱就是说,这股最后得套多少人啊[流泪] 害怕…
炼金术学徒
12-19
我开仓了
$三倍做多半导体ETF-Direxion Daily(SOXL)$
,加仓拉低成本
炼金术学徒
12-19
$优克联(UCL)$
???发生了什么?谁知道?
炼金术学徒
12-18
我开仓了
$NIO 20250103 4.5 PUT$
,蔚来亏太多了,不忍心走,搞个put拉拉成本吧
炼金术学徒
12-18
我平仓了
$英伟达(NVDA)$
,先平了吧,等等看有没有更好的买点
炼金术学徒
12-18
我开仓了
$英伟达(NVDA)$
,继续加一点[财迷]
炼金术学徒
12-17
我开仓了
$英伟达(NVDA)$
,上车达子!💪
炼金术学徒
12-05
我平仓了1.0组
$蔚来 CALENDAR 241206/250117 CALL 6.0/CALL 6.0$
,继续run一下,滚仓解套
炼金术学徒
12-05
我平仓了
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
,特斯拉真的,哭死,持股体验太好了
炼金术学徒
12-05
我开仓了
$拼多多(PDD)$
,补点仓吧,亏死了
炼金术学徒
12-04
我开仓了
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
,入一点特斯拉,蚂蚁仓
炼金术学徒
12-03
我开仓了
$NIO 20250117 6.0 CALL$
,正股亏太多了,卖个call补一点…
炼金术学徒
11-21
爱奇艺2024年Q3总收入72亿元 发力微短剧 构建“长+短”内容新生态
11月21日,爱奇艺(NASDAQ:IQ)发布截至2024年9月30日未经审计的第三季度财报。第三季度爱奇艺总收入72亿元人民币。其中,会员服务收入44亿元;在线广告服务收入13亿元;内容发行收入8.1亿元;其他收入7.3亿元。当季,爱奇艺Non-GAAP(非美国通用会计准则)运营利润为3.7亿元,连续10个季度实现了正向运营现金流。
$爱奇艺(IQ)$
积极拥抱不断变化的市场和用户需求,爱奇艺推出四大举措:优化剧集制作;改版升级爱奇艺APP和爱奇艺极速版APP,将微短剧纳入内容供给;加大对微短剧的投入;优化会员产品和服务体系。爱奇艺创始人、首席执行官龚宇表示:“第三季度,爱奇艺剧集云合市占率位列第一。我们近期对内容供给和服务做了策略升级,将备受关注的微短剧纳入内容组合使其成为长视频的有效补充,并推出了满足家庭娱乐需求的亲情卡套餐,更好地服务于用户不断变化的娱乐需求。”爱奇艺首席财务官汪骏表示:“我们的目标是通过优化长视频和纳入微短剧来提升内容吸引力。我们将严谨地执行这些举措,相信将为公司创造长期价值。”内容新生态:发力微短剧 优化长视频长视频是爱奇艺内容生态的核心,微短剧作为长视频内容的良好补充,推动平台未来长期发展。在今年9月举行的2024爱奇艺iJOY秋季悦享会上,爱奇艺正式宣布入局微短剧,推出“微剧场”和“短剧场”并创新微短剧的商业模式。未来,会员将可免费观看全部微短剧;非会员可以观看免费微剧,也可以单点付费解锁会员专享微剧,同时还可以在第二窗口期免费观看短剧。这种双重服务模式既能有效满足用户多元观看需求,也能帮助提升会员规模和货币化机会。为了更便利用户观看多元内容,爱奇艺正在对两大APP做改版升级,并陆续上线中。改版完成后,爱奇艺APP内容供给上以长视频为主、免费微短剧为辅,商
爱奇艺2024年Q3总收入72亿元 发力微短剧 构建“长+短”内容新生态
炼金术学徒
11-20
我买了!所以大涨15%以上
炼金术学徒
11-19
我开仓了
$百度(BIDU)$
,加一点百度,应该是超跌的吧?10个点就撤
炼金术学徒
11-15
$涂鸦智能(TUYA)$
好硬的走势!
炼金术学徒
11-14
$哔哩哔哩(BILI)$
B站发财报啦!恭喜盈利~
炼金术学徒
11-14
我开仓了
$三倍做多半导体ETF-Direxion Daily(SOXL)$
,英伟达不断涨,可是三倍做多半导体为什么一直跌?
炼金术学徒
11-13
我开仓了
$TSLL 20241122 15.0 PUT$
,看到15,能不能到吧,到了平空仓
去老虎APP查看更多动态
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我尼玛股东减持了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383572299137136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383330528899184,"gmtCreate":1734616814527,"gmtModify":1734616816203,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CANG\">$灿谷(CANG)$ </a> 咱就是说,这股最后得套多少人啊[流泪] 害怕…","listText":"<a href=\"https://laohu8.com/S/CANG\">$灿谷(CANG)$ </a> 咱就是说,这股最后得套多少人啊[流泪] 害怕…","text":"$灿谷(CANG)$ 咱就是说,这股最后得套多少人啊[流泪] 害怕…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/383330528899184","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548915404547470","authorId":"3548915404547470","name":"风立的爸爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3548915404547470","authorIdStr":"3548915404547470"},"content":"我套了四年,不断加仓,均价搞到2.2,3.8出了","text":"我套了四年,不断加仓,均价搞到2.2,3.8出了","html":"我套了四年,不断加仓,均价搞到2.2,3.8出了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383282857230528,"gmtCreate":1734593734705,"gmtModify":1734595088794,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>,加仓拉低成本","listText":"我开仓了<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a>,加仓拉低成本","text":"我开仓了$三倍做多半导体ETF-Direxion Daily(SOXL)$ ,加仓拉低成本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383282857230528","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383106460193112,"gmtCreate":1734574074249,"gmtModify":1734574075542,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UCL\">$优克联(UCL)$ </a> ???发生了什么?谁知道?","listText":"<a href=\"https://laohu8.com/S/UCL\">$优克联(UCL)$ </a> ???发生了什么?谁知道?","text":"$优克联(UCL)$ ???发生了什么?谁知道?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383106460193112","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383001220886568,"gmtCreate":1734535275295,"gmtModify":1734535600110,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/NIO 20250103 4.5 PUT\">$NIO 20250103 4.5 PUT$ </a>,蔚来亏太多了,不忍心走,搞个put拉拉成本吧","listText":"我开仓了<a href=\"https://laohu8.com/OPT/NIO 20250103 4.5 PUT\">$NIO 20250103 4.5 PUT$ </a>,蔚来亏太多了,不忍心走,搞个put拉拉成本吧","text":"我开仓了$NIO 20250103 4.5 PUT$ ,蔚来亏太多了,不忍心走,搞个put拉拉成本吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383001220886568","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382887906443680,"gmtCreate":1734513849847,"gmtModify":1734578913927,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,先平了吧,等等看有没有更好的买点","listText":"我平仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,先平了吧,等等看有没有更好的买点","text":"我平仓了$英伟达(NVDA)$ 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</a>,继续run一下,滚仓解套","text":"我平仓了1.0组$蔚来 CALENDAR 241206/250117 CALL 6.0/CALL 6.0$ ,继续run一下,滚仓解套","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378387715309760","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378387374743576,"gmtCreate":1733410178255,"gmtModify":1733454830544,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a>,特斯拉真的,哭死,持股体验太好了","listText":"我平仓了<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a>,特斯拉真的,哭死,持股体验太好了","text":"我平仓了$Direxion Daily TSLA Bull 2X Shares(TSLL)$ ,特斯拉真的,哭死,持股体验太好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/378387374743576","isVote":1,"tweetType":1,"viewCount":4847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4130377405762172","authorId":"4130377405762172","name":"港乜嘢吖","avatar":"https://static.tigerbbs.com/2e11ebd9218be3a4ecb251c3d8f63596","crmLevel":2,"crmLevelSwitch":0,"idStr":"4130377405762172","authorIdStr":"4130377405762172"},"content":"卖飞特斯拉了,哭哭","text":"卖飞特斯拉了,哭哭","html":"卖飞特斯拉了,哭哭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378387150975000,"gmtCreate":1733410123624,"gmtModify":1733411376685,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>,补点仓吧,亏死了","listText":"我开仓了<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>,补点仓吧,亏死了","text":"我开仓了$拼多多(PDD)$ ,补点仓吧,亏死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378387150975000","isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377814090273080,"gmtCreate":1733276344775,"gmtModify":1733409315561,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a>,入一点特斯拉,蚂蚁仓","listText":"我开仓了<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a>,入一点特斯拉,蚂蚁仓","text":"我开仓了$Direxion Daily TSLA Bull 2X Shares(TSLL)$ ,入一点特斯拉,蚂蚁仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377814090273080","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377656450580800,"gmtCreate":1733237859597,"gmtModify":1733282569777,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/NIO 20250117 6.0 CALL\">$NIO 20250117 6.0 CALL$ </a>,正股亏太多了,卖个call补一点…","listText":"我开仓了<a href=\"https://laohu8.com/OPT/NIO 20250117 6.0 CALL\">$NIO 20250117 6.0 CALL$ </a>,正股亏太多了,卖个call补一点…","text":"我开仓了$NIO 20250117 6.0 CALL$ ,正股亏太多了,卖个call补一点…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377656450580800","isVote":1,"tweetType":1,"viewCount":4398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373463582326792,"gmtCreate":1732196496405,"gmtModify":1732243268098,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"title":"爱奇艺2024年Q3总收入72亿元 发力微短剧 构建“长+短”内容新生态","htmlText":"11月21日,爱奇艺(NASDAQ:IQ)发布截至2024年9月30日未经审计的第三季度财报。第三季度爱奇艺总收入72亿元人民币。其中,会员服务收入44亿元;在线广告服务收入13亿元;内容发行收入8.1亿元;其他收入7.3亿元。当季,爱奇艺Non-GAAP(非美国通用会计准则)运营利润为3.7亿元,连续10个季度实现了正向运营现金流。 <a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 积极拥抱不断变化的市场和用户需求,爱奇艺推出四大举措:优化剧集制作;改版升级爱奇艺APP和爱奇艺极速版APP,将微短剧纳入内容供给;加大对微短剧的投入;优化会员产品和服务体系。爱奇艺创始人、首席执行官龚宇表示:“第三季度,爱奇艺剧集云合市占率位列第一。我们近期对内容供给和服务做了策略升级,将备受关注的微短剧纳入内容组合使其成为长视频的有效补充,并推出了满足家庭娱乐需求的亲情卡套餐,更好地服务于用户不断变化的娱乐需求。”爱奇艺首席财务官汪骏表示:“我们的目标是通过优化长视频和纳入微短剧来提升内容吸引力。我们将严谨地执行这些举措,相信将为公司创造长期价值。”内容新生态:发力微短剧 优化长视频长视频是爱奇艺内容生态的核心,微短剧作为长视频内容的良好补充,推动平台未来长期发展。在今年9月举行的2024爱奇艺iJOY秋季悦享会上,爱奇艺正式宣布入局微短剧,推出“微剧场”和“短剧场”并创新微短剧的商业模式。未来,会员将可免费观看全部微短剧;非会员可以观看免费微剧,也可以单点付费解锁会员专享微剧,同时还可以在第二窗口期免费观看短剧。这种双重服务模式既能有效满足用户多元观看需求,也能帮助提升会员规模和货币化机会。为了更便利用户观看多元内容,爱奇艺正在对两大APP做改版升级,并陆续上线中。改版完成后,爱奇艺APP内容供给上以长视频为主、免费微短剧为辅,商","listText":"11月21日,爱奇艺(NASDAQ:IQ)发布截至2024年9月30日未经审计的第三季度财报。第三季度爱奇艺总收入72亿元人民币。其中,会员服务收入44亿元;在线广告服务收入13亿元;内容发行收入8.1亿元;其他收入7.3亿元。当季,爱奇艺Non-GAAP(非美国通用会计准则)运营利润为3.7亿元,连续10个季度实现了正向运营现金流。 <a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 积极拥抱不断变化的市场和用户需求,爱奇艺推出四大举措:优化剧集制作;改版升级爱奇艺APP和爱奇艺极速版APP,将微短剧纳入内容供给;加大对微短剧的投入;优化会员产品和服务体系。爱奇艺创始人、首席执行官龚宇表示:“第三季度,爱奇艺剧集云合市占率位列第一。我们近期对内容供给和服务做了策略升级,将备受关注的微短剧纳入内容组合使其成为长视频的有效补充,并推出了满足家庭娱乐需求的亲情卡套餐,更好地服务于用户不断变化的娱乐需求。”爱奇艺首席财务官汪骏表示:“我们的目标是通过优化长视频和纳入微短剧来提升内容吸引力。我们将严谨地执行这些举措,相信将为公司创造长期价值。”内容新生态:发力微短剧 优化长视频长视频是爱奇艺内容生态的核心,微短剧作为长视频内容的良好补充,推动平台未来长期发展。在今年9月举行的2024爱奇艺iJOY秋季悦享会上,爱奇艺正式宣布入局微短剧,推出“微剧场”和“短剧场”并创新微短剧的商业模式。未来,会员将可免费观看全部微短剧;非会员可以观看免费微剧,也可以单点付费解锁会员专享微剧,同时还可以在第二窗口期免费观看短剧。这种双重服务模式既能有效满足用户多元观看需求,也能帮助提升会员规模和货币化机会。为了更便利用户观看多元内容,爱奇艺正在对两大APP做改版升级,并陆续上线中。改版完成后,爱奇艺APP内容供给上以长视频为主、免费微短剧为辅,商","text":"11月21日,爱奇艺(NASDAQ:IQ)发布截至2024年9月30日未经审计的第三季度财报。第三季度爱奇艺总收入72亿元人民币。其中,会员服务收入44亿元;在线广告服务收入13亿元;内容发行收入8.1亿元;其他收入7.3亿元。当季,爱奇艺Non-GAAP(非美国通用会计准则)运营利润为3.7亿元,连续10个季度实现了正向运营现金流。 $爱奇艺(IQ)$ 积极拥抱不断变化的市场和用户需求,爱奇艺推出四大举措:优化剧集制作;改版升级爱奇艺APP和爱奇艺极速版APP,将微短剧纳入内容供给;加大对微短剧的投入;优化会员产品和服务体系。爱奇艺创始人、首席执行官龚宇表示:“第三季度,爱奇艺剧集云合市占率位列第一。我们近期对内容供给和服务做了策略升级,将备受关注的微短剧纳入内容组合使其成为长视频的有效补充,并推出了满足家庭娱乐需求的亲情卡套餐,更好地服务于用户不断变化的娱乐需求。”爱奇艺首席财务官汪骏表示:“我们的目标是通过优化长视频和纳入微短剧来提升内容吸引力。我们将严谨地执行这些举措,相信将为公司创造长期价值。”内容新生态:发力微短剧 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大气分红3300万美金","htmlText":"上次说好了要分析下涂鸦 <a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a> <a href=\"https://laohu8.com/S/02391\">$涂鸦智能-W(02391)$</a> 的财报,这次快速看看,一份非常满意的成绩单:Q2总营收达7,330万美金,同比增长约28.6%;非公认会计准则(Non-GAAP)经营利润为740万美元,利润率10.0%,首次实现季度Non-GAAP经营性盈利。8月27日盘前,公司股价涨超7%。收入及利润情况全面改善,首次实现Non-GAAP经营性盈利具体来看,公司IoT平台即服务(PaaS)收入为5430万美元,去年同期为4110万美元,同比上涨约32.0%。这是总收入的主要组成部分,增幅较大,带动公司总收入快速增长。软件即服务(SaaS)及其他收入为960万美元,去年同期为940万美元,同比上涨约2.4%,变化不大;智能解决方案收入为940万美元,去年同期为650万美元,同比上涨约44.2%。这一板块的增幅最为显著,表现强劲。公司整体毛利率从去年二季度的46.7%提升至48.0%,IoT PaaS的毛利率增长尤为明显,从44.2%到47.6%提高了3.4个百分点。运营利润率为-14.1%,较去年同期改善41.0个百分点,非GAAP运营利润率为10.0%,较去年同期改善21.2个百分点,标志着公司首次实现季度正向非GAAP运营利润率。净利润率为4.3%,较去年同期改善45.6个百分点。非GAAP净利润率为28.4%,较去年同期改善25.7个百分点。总体来看,公司在第二季度的财务表现强劲,收入和利润均显著增长,毛利率和净利润率的提升表明公司盈利能力改善,经营现金流也有所增强。马太效益凸显,重要客户收入贡献比增加整体上,公司的客户数量均在下滑,2024年Q2涂鸦智能的IoT PaaS客","listText":"上次说好了要分析下涂鸦 <a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a> <a href=\"https://laohu8.com/S/02391\">$涂鸦智能-W(02391)$</a> 的财报,这次快速看看,一份非常满意的成绩单:Q2总营收达7,330万美金,同比增长约28.6%;非公认会计准则(Non-GAAP)经营利润为740万美元,利润率10.0%,首次实现季度Non-GAAP经营性盈利。8月27日盘前,公司股价涨超7%。收入及利润情况全面改善,首次实现Non-GAAP经营性盈利具体来看,公司IoT平台即服务(PaaS)收入为5430万美元,去年同期为4110万美元,同比上涨约32.0%。这是总收入的主要组成部分,增幅较大,带动公司总收入快速增长。软件即服务(SaaS)及其他收入为960万美元,去年同期为940万美元,同比上涨约2.4%,变化不大;智能解决方案收入为940万美元,去年同期为650万美元,同比上涨约44.2%。这一板块的增幅最为显著,表现强劲。公司整体毛利率从去年二季度的46.7%提升至48.0%,IoT PaaS的毛利率增长尤为明显,从44.2%到47.6%提高了3.4个百分点。运营利润率为-14.1%,较去年同期改善41.0个百分点,非GAAP运营利润率为10.0%,较去年同期改善21.2个百分点,标志着公司首次实现季度正向非GAAP运营利润率。净利润率为4.3%,较去年同期改善45.6个百分点。非GAAP净利润率为28.4%,较去年同期改善25.7个百分点。总体来看,公司在第二季度的财务表现强劲,收入和利润均显著增长,毛利率和净利润率的提升表明公司盈利能力改善,经营现金流也有所增强。马太效益凸显,重要客户收入贡献比增加整体上,公司的客户数量均在下滑,2024年Q2涂鸦智能的IoT PaaS客","text":"上次说好了要分析下涂鸦 $涂鸦智能(TUYA)$ $涂鸦智能-W(02391)$ 的财报,这次快速看看,一份非常满意的成绩单:Q2总营收达7,330万美金,同比增长约28.6%;非公认会计准则(Non-GAAP)经营利润为740万美元,利润率10.0%,首次实现季度Non-GAAP经营性盈利。8月27日盘前,公司股价涨超7%。收入及利润情况全面改善,首次实现Non-GAAP经营性盈利具体来看,公司IoT平台即服务(PaaS)收入为5430万美元,去年同期为4110万美元,同比上涨约32.0%。这是总收入的主要组成部分,增幅较大,带动公司总收入快速增长。软件即服务(SaaS)及其他收入为960万美元,去年同期为940万美元,同比上涨约2.4%,变化不大;智能解决方案收入为940万美元,去年同期为650万美元,同比上涨约44.2%。这一板块的增幅最为显著,表现强劲。公司整体毛利率从去年二季度的46.7%提升至48.0%,IoT PaaS的毛利率增长尤为明显,从44.2%到47.6%提高了3.4个百分点。运营利润率为-14.1%,较去年同期改善41.0个百分点,非GAAP运营利润率为10.0%,较去年同期改善21.2个百分点,标志着公司首次实现季度正向非GAAP运营利润率。净利润率为4.3%,较去年同期改善45.6个百分点。非GAAP净利润率为28.4%,较去年同期改善25.7个百分点。总体来看,公司在第二季度的财务表现强劲,收入和利润均显著增长,毛利率和净利润率的提升表明公司盈利能力改善,经营现金流也有所增强。马太效益凸显,重要客户收入贡献比增加整体上,公司的客户数量均在下滑,2024年Q2涂鸦智能的IoT PaaS客","images":[{"img":"https://static.tigerbbs.com/8070d183d69edea1fd5869045f786f0f","width":"865","height":"638"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342960436682992","isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"content":"11号之前🈶️合适的点位,可以再加一点,拿一天就有分红了$涂鸦智能(TUYA)$$涂鸦智能-W(02391)$","text":"11号之前🈶️合适的点位,可以再加一点,拿一天就有分红了$涂鸦智能(TUYA)$$涂鸦智能-W(02391)$","html":"11号之前🈶️合适的点位,可以再加一点,拿一天就有分红了$涂鸦智能(TUYA)$$涂鸦智能-W(02391)$"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":373463582326792,"gmtCreate":1732196496405,"gmtModify":1732243268098,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"title":"爱奇艺2024年Q3总收入72亿元 发力微短剧 构建“长+短”内容新生态","htmlText":"11月21日,爱奇艺(NASDAQ:IQ)发布截至2024年9月30日未经审计的第三季度财报。第三季度爱奇艺总收入72亿元人民币。其中,会员服务收入44亿元;在线广告服务收入13亿元;内容发行收入8.1亿元;其他收入7.3亿元。当季,爱奇艺Non-GAAP(非美国通用会计准则)运营利润为3.7亿元,连续10个季度实现了正向运营现金流。 <a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 积极拥抱不断变化的市场和用户需求,爱奇艺推出四大举措:优化剧集制作;改版升级爱奇艺APP和爱奇艺极速版APP,将微短剧纳入内容供给;加大对微短剧的投入;优化会员产品和服务体系。爱奇艺创始人、首席执行官龚宇表示:“第三季度,爱奇艺剧集云合市占率位列第一。我们近期对内容供给和服务做了策略升级,将备受关注的微短剧纳入内容组合使其成为长视频的有效补充,并推出了满足家庭娱乐需求的亲情卡套餐,更好地服务于用户不断变化的娱乐需求。”爱奇艺首席财务官汪骏表示:“我们的目标是通过优化长视频和纳入微短剧来提升内容吸引力。我们将严谨地执行这些举措,相信将为公司创造长期价值。”内容新生态:发力微短剧 优化长视频长视频是爱奇艺内容生态的核心,微短剧作为长视频内容的良好补充,推动平台未来长期发展。在今年9月举行的2024爱奇艺iJOY秋季悦享会上,爱奇艺正式宣布入局微短剧,推出“微剧场”和“短剧场”并创新微短剧的商业模式。未来,会员将可免费观看全部微短剧;非会员可以观看免费微剧,也可以单点付费解锁会员专享微剧,同时还可以在第二窗口期免费观看短剧。这种双重服务模式既能有效满足用户多元观看需求,也能帮助提升会员规模和货币化机会。为了更便利用户观看多元内容,爱奇艺正在对两大APP做改版升级,并陆续上线中。改版完成后,爱奇艺APP内容供给上以长视频为主、免费微短剧为辅,商","listText":"11月21日,爱奇艺(NASDAQ:IQ)发布截至2024年9月30日未经审计的第三季度财报。第三季度爱奇艺总收入72亿元人民币。其中,会员服务收入44亿元;在线广告服务收入13亿元;内容发行收入8.1亿元;其他收入7.3亿元。当季,爱奇艺Non-GAAP(非美国通用会计准则)运营利润为3.7亿元,连续10个季度实现了正向运营现金流。 <a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 积极拥抱不断变化的市场和用户需求,爱奇艺推出四大举措:优化剧集制作;改版升级爱奇艺APP和爱奇艺极速版APP,将微短剧纳入内容供给;加大对微短剧的投入;优化会员产品和服务体系。爱奇艺创始人、首席执行官龚宇表示:“第三季度,爱奇艺剧集云合市占率位列第一。我们近期对内容供给和服务做了策略升级,将备受关注的微短剧纳入内容组合使其成为长视频的有效补充,并推出了满足家庭娱乐需求的亲情卡套餐,更好地服务于用户不断变化的娱乐需求。”爱奇艺首席财务官汪骏表示:“我们的目标是通过优化长视频和纳入微短剧来提升内容吸引力。我们将严谨地执行这些举措,相信将为公司创造长期价值。”内容新生态:发力微短剧 优化长视频长视频是爱奇艺内容生态的核心,微短剧作为长视频内容的良好补充,推动平台未来长期发展。在今年9月举行的2024爱奇艺iJOY秋季悦享会上,爱奇艺正式宣布入局微短剧,推出“微剧场”和“短剧场”并创新微短剧的商业模式。未来,会员将可免费观看全部微短剧;非会员可以观看免费微剧,也可以单点付费解锁会员专享微剧,同时还可以在第二窗口期免费观看短剧。这种双重服务模式既能有效满足用户多元观看需求,也能帮助提升会员规模和货币化机会。为了更便利用户观看多元内容,爱奇艺正在对两大APP做改版升级,并陆续上线中。改版完成后,爱奇艺APP内容供给上以长视频为主、免费微短剧为辅,商","text":"11月21日,爱奇艺(NASDAQ:IQ)发布截至2024年9月30日未经审计的第三季度财报。第三季度爱奇艺总收入72亿元人民币。其中,会员服务收入44亿元;在线广告服务收入13亿元;内容发行收入8.1亿元;其他收入7.3亿元。当季,爱奇艺Non-GAAP(非美国通用会计准则)运营利润为3.7亿元,连续10个季度实现了正向运营现金流。 $爱奇艺(IQ)$ 积极拥抱不断变化的市场和用户需求,爱奇艺推出四大举措:优化剧集制作;改版升级爱奇艺APP和爱奇艺极速版APP,将微短剧纳入内容供给;加大对微短剧的投入;优化会员产品和服务体系。爱奇艺创始人、首席执行官龚宇表示:“第三季度,爱奇艺剧集云合市占率位列第一。我们近期对内容供给和服务做了策略升级,将备受关注的微短剧纳入内容组合使其成为长视频的有效补充,并推出了满足家庭娱乐需求的亲情卡套餐,更好地服务于用户不断变化的娱乐需求。”爱奇艺首席财务官汪骏表示:“我们的目标是通过优化长视频和纳入微短剧来提升内容吸引力。我们将严谨地执行这些举措,相信将为公司创造长期价值。”内容新生态:发力微短剧 优化长视频长视频是爱奇艺内容生态的核心,微短剧作为长视频内容的良好补充,推动平台未来长期发展。在今年9月举行的2024爱奇艺iJOY秋季悦享会上,爱奇艺正式宣布入局微短剧,推出“微剧场”和“短剧场”并创新微短剧的商业模式。未来,会员将可免费观看全部微短剧;非会员可以观看免费微剧,也可以单点付费解锁会员专享微剧,同时还可以在第二窗口期免费观看短剧。这种双重服务模式既能有效满足用户多元观看需求,也能帮助提升会员规模和货币化机会。为了更便利用户观看多元内容,爱奇艺正在对两大APP做改版升级,并陆续上线中。改版完成后,爱奇艺APP内容供给上以长视频为主、免费微短剧为辅,商","images":[{"img":"https://static.tigerbbs.com/22b2882e1cbea585a7b9e7e8cb3eb690","width":"443","height":"591"},{"img":"https://static.tigerbbs.com/9891877224924cd2ea749829c09e17b3","width":"443","height":"591"},{"img":"https://static.tigerbbs.com/a94b2cdb5d32f76562169ae0284a274e","width":"443","height":"591"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373463582326792","isVote":1,"tweetType":1,"viewCount":7397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/a2f3cf18d9385e273efad9ac0cebbc66","crmLevel":2,"crmLevelSwitch":1,"idStr":"4088626949262520","authorIdStr":"4088626949262520"},"content":"国内视频内容平台现在竞争都太激烈了,主要是在变现上的难点突破","text":"国内视频内容平台现在竞争都太激烈了,主要是在变现上的难点突破","html":"国内视频内容平台现在竞争都太激烈了,主要是在变现上的难点突破"}],"imageCount":8,"langContent":"CN","totalScore":0},{"id":382887906443680,"gmtCreate":1734513849847,"gmtModify":1734578913927,"author":{"id":"3466599094704347","authorId":"3466599094704347","name":"炼金术学徒","avatar":"https://static.tigerbbs.com/ee619bfee4d3f0593d7e617b86959318","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466599094704347","authorIdStr":"3466599094704347"},"themes":[],"htmlText":"我平仓了<a 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