加速韭菜的个人主页 - 老虎社区

加速韭菜

暂无个人介绍

IP属地：四川

36关注

3粉丝

0主题

0勋章

2020-08-21

$腾讯控股ADR(TCEHY)$啥情况

2020-08-12

然后来个不及预期

腾讯Q2财报前瞻：预估营收1124亿，手游续扛大旗

2019-07-18

$小米集团-W(01810)$are you ok ? 哈哈哈哈哈

2019-05-23

$阿里巴巴(BABA)$拉你妹啊，这样一拉明天还跌

2019-05-20

$拼多多(PDD)$大家帮忙砍一刀，谢谢

2019-05-15

$苹果(AAPL)$贸易战把苹果关税提高100%吧

2019-05-15

$阿里巴巴(BABA)$明天财报出来看谁跑得快吧

2019-05-11

$阿里巴巴(BABA)$一群**，财报出来让你们跑不赢

2019-05-10

$京东(JD)$严重怀疑内幕，数据早就漏了

2019-03-25

$第九城市(NCTY)$空军前来报道

2019-03-20

$老虎证券(TIGR)$不知道会不会破发，瑟瑟发抖

2019-03-15

$蔚来(NIO)$我来了

2019-03-11

$腾讯控股(00700)$有本事别撤单啊

2019-02-13

$恒生指数(HSI)$破A终于收盘了，你也该下来了

2019-01-23

$唯品会(VIPS)$我的货呢

2019-01-09

$小米集团-W(01810)$雷总说了，买入就翻倍，兄弟们，现在说不减持？

2018-12-04

$中国恒大(03333)$回20去吧，哥哥

2018-11-30

$中国恒大(03333)$什么情况，恒大吃药了吗

2018-11-30

$美团点评-W(03690)$我就还不信了

2018-11-22

$美团点评-W(03690)财报什么时候发？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3480121583692292","uuid":"3480121583692292","gmtCreate":1536109940586,"gmtModify":1536109940586,"name":"加速韭菜","pinyin":"jsjcjiasujiucai","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":36,"tweetSize":40,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":4,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.22%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.70%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"四川","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":979120738,"gmtCreate":1598023112124,"gmtModify":1704217739601,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>啥情况","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>啥情况","text":"$腾讯控股ADR(TCEHY)$啥情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/979120738","isVote":1,"tweetType":1,"viewCount":3086,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490945088172197","authorId":"3490945088172197","name":"伽利智","avatar":"https://static.tigerbbs.com/dfa4d729541812aa17201e1678108048","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3490945088172197","idStr":"3490945088172197"},"content":"好像是出消息和解了。","text":"好像是出消息和解了。","html":"好像是出消息和解了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947385564,"gmtCreate":1597206697358,"gmtModify":1704214894013,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"然后来个不及预期","listText":"然后来个不及预期","text":"然后来个不及预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947385564","repostId":"1106202873","repostType":4,"repost":{"id":"1106202873","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":1597199182,"share":"https://www.laohu8.com/m/news/1106202873?lang=&edition=full","pubTime":"2020-08-12 10:26","market":"hk","language":"zh","title":"腾讯Q2财报前瞻：预估营收1124亿，手游续扛大旗","url":"https://stock-news.laohu8.com/highlight/detail?id=1106202873","media":"老虎资讯综合","summary":"眼下，各大公司正在频繁披露今年第二季度的财务数字。2020年的前两个季度，对于任何公司来说都值得着重分析。疫情带来的巨大冲击体现在今年Q1、Q2的数字上，但影响却可能要用未来几个季度、乃至几年的时间去","content":"<html><body><p>眼下，各大公司正在频繁披露今年第二季度的财务数字。</p><p>2020年的前两个季度，对于任何公司来说都值得着重分析。疫情带来的巨大冲击体现在今年Q1、Q2的数字上，但影响却可能要用未来几个季度、乃至几年的时间去消化。</p><p>今日，互联网顶尖大佬之一的<a href=\"https://laohu8.com/S/00700\">腾讯</a>将发布财报。首先我们先回顾下上个季度腾讯的业绩有几个亮点：</p><p>1、Q1手游同比迅猛增长64%。《王者荣耀》《和平精英》等手游长期位居IOS游戏畅销榜TOP2，《PUBG MOBILE》等游戏出海表现亮眼，腾讯全球化能力不断增强。</p><p>2、Q1广告业务逆势强劲增长32%，疫情期间用户APP内使用时长的增加使得广告曝光量增加明显，带动社交广告实现47%同比增长。</p><p>3、视频及音乐流媒体增长趋势向好，付费订阅用户增速强劲，2020Q1腾讯视频、腾讯音乐的订阅用户分别同比增长26%、50%至1.12亿、4270万；阅文集团管理团队调整有望加强IP联动，输出更多优质改编作品；短视频起量，微视DAU增长显著，微信视频号正式开启内测。</p><p>4、疫情导致公司金融科技与企业服务收入增速短期回落（YoY+22%/QoQ-12%），但支付数据已出现反弹，4月最后一周日均商业交易额恢复至19年底水平，且公司及时把握远程办公、视频、教育等业务机会，云及其他企业服务业务的长期增势不改。</p><p><b>展望Q2，腾讯将有什么表现？</b></p><p>在手游收入强劲增长的驱动下，腾讯2020年二季度业绩有望超出市场预期。</p><p>1、游戏续扛大旗</p><p>一季度末递延收入（以未确认收入的游戏流水为主） 达到历史最高的837亿元， 环比增长228亿元， 方正证券预计大部分将于今年内确认收入。</p><p><img src=\"https://static.tigerbbs.com/b7275c5403056bd30f3802ca90534f85\" tg-height=\"451\" tg-width=\"698\"/></p><p>Q2 中国大陆全面复产复工，但游戏市场规模并未缩水，根据伽马数据 4月移动游戏市场同比增速仍有 24.4%，而 5月环比再增 11.9%创单月新高。</p><p>海外市场游戏行业 Q2 迎来爆发，SensorTower 数据显示腾讯旗下《PUBG Mobile》 、《和平精英》 已成为全球最赚钱游戏， 2020 年上半年合计吸金 13 亿美元（不包括中国及其他地区第三方安卓渠道） ， 由腾讯与动视共同打造的《Call of Duty Mobile》 全球下载量已超 2.5 亿，超出《PUBG Mobile》 同期表现。</p><p>腾讯出海的游戏将主要由《PUBGMobile》、《CODM》、《LOL》（英雄联盟）手游、《龙族幻想》等几款头部内容构成。</p><p>其中，《CODM》在美国地区的发行由<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>完成、《LOL》手游的发行将由美国公司Riot Games完成，《龙族幻想》主要面向日本地区，极端情况下，可能受到影响的头部游戏为《PUBG Mobile》。</p><p>市场估算，2020-2022 年，《PUBG Mobile》在海外地区的收入约为12亿美金左右，假设该游戏在美国地区收入占比为60%，则2020-2022年，对腾讯营业收入的影响比重会在1%以内，影响不大。</p><p><b>2、广告增长可能放缓</b></p><p>腾讯Q1逆势增长主要由游戏、在线教育行业需求井喷而驱动，但Q2新游买量需求环比或有所回落， 同时线下企业、电商平台广告投放需求环比有所增长。目前微信体系广告占比超 50%， 其中朋友圈广告占比最大， 今年 2 月腾讯正式开放朋友圈第四条广告位， 而第三条广告位开放于 2019 年5 月，意味着今年 Q1 的比较口径为 4 条 vs 2 条，而 Q2 的比较口径为 4 条 vs 3 条。</p><p><b>二、重估腾讯继续</b></p><p>腾讯的PE动态估值在疫情期间触底到30倍，现在已经接近50倍，超过40倍的长期均值。</p><p><img src=\"https://static.tigerbbs.com/887f1c9b0ea0ddfa88b00478d9e64b17\" tg-height=\"451\" tg-width=\"1162\"/></p><p>今年以来，腾讯股价上涨41%，体现业绩超预期（贡献4.5%）和估值提升（贡献35%）。短期业绩之外，估值提升，反映的是市场看好腾讯未来的成长性。</p><p><img src=\"https://static.tigerbbs.com/2bb328f716177c861d88ca41ca2b90fd\" tg-height=\"470\" tg-width=\"840\"/></p><p><b>未来，腾讯的成长来自三方面：</b></p><p>一是金融科技业务。与支付宝的消耗战减缓，离钱最近，变现能力最强，微信支付的利润率水平弹性很大，市场低估了腾讯这块业务未来的想象空间（蚂蚁金服估值早已超万亿）。</p><p><img src=\"https://static.tigerbbs.com/67a3d01c2c36904faaf1cc739920dfa7\" tg-height=\"366\" tg-width=\"682\"/></p><p>二是腾讯投后管理模式。在过去，包括<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>在内的一些互联网巨头对于其投资的企业有极强的掌控力，但腾讯则更偏好于“战略投资”，即便是再昂贵的项目，腾讯对于公司管理的掌控也少之又少，更多是通过投资建立起合作的生态和联盟。</p><p>然而，从去年开始，这一状态似乎已经悄然转变。几个信号较为明显的动态是，阅文高层洗牌，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>合并，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、腾讯视频合并，以及腾讯收购Supercell和<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>等等。</p><p>从这些案例中可以发现，腾讯正在整合手里的牌，要从幕后走到台前，利用手中各领域的资源，直接下场。在此次财报的电话会议中，如会提及有关合并事项的细节，应该就能确定我们对于这一现象的正确判断。</p><p>三是“新基建”。说到基建，大家可能都知道铁路、公路、机场等传统基础设施。相比之下，最近很时髦的词“新基建”则更隐蔽，也更无形一些。不过，各个互联网大厂倒是很敏锐，这两年都加大了在相关领域的竞争。</p><p>其中，腾讯更是大手笔，官宣未来五年将投入5000亿元，用于新基建的进一步布局，包括云计算、人工智能、区块链、服务器、大型数据中心、超算中心、物联网操作系统、5G网络、音视频通讯、网络安全、量子计算等重点领域。</p><p>5000亿元！足见腾讯破釜沉舟的决绝。至于腾讯的信心和底气或许能在Q2财报中有所体现。</p><p><b>最后划重点！Q2业绩预测</b></p><p>综合券商预测，Q2非通用会计准则盈利292亿元人民币，按年升24%；收入1125亿元，按年增长27%。</p><p>此外，根据彭博预测，腾讯Q2营收预计为1124亿，同比增长26.6%；调整后净利润292亿，同比增长24%。<img src=\"https://static.tigerbbs.com/a20e06c8e2c10c5beeb4c5766b7839ce\" tg-height=\"212\" tg-width=\"1241\"/></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>腾讯Q2财报前瞻：预估营收1124亿，手游续扛大旗</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯Q2财报前瞻：预估营收1124亿，手游续扛大旗\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\">2020-08-12 10:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>眼下，各大公司正在频繁披露今年第二季度的财务数字。</p><p>2020年的前两个季度，对于任何公司来说都值得着重分析。疫情带来的巨大冲击体现在今年Q1、Q2的数字上，但影响却可能要用未来几个季度、乃至几年的时间去消化。</p><p>今日，互联网顶尖大佬之一的<a href=\"https://laohu8.com/S/00700\">腾讯</a>将发布财报。首先我们先回顾下上个季度腾讯的业绩有几个亮点：</p><p>1、Q1手游同比迅猛增长64%。《王者荣耀》《和平精英》等手游长期位居IOS游戏畅销榜TOP2，《PUBG MOBILE》等游戏出海表现亮眼，腾讯全球化能力不断增强。</p><p>2、Q1广告业务逆势强劲增长32%，疫情期间用户APP内使用时长的增加使得广告曝光量增加明显，带动社交广告实现47%同比增长。</p><p>3、视频及音乐流媒体增长趋势向好，付费订阅用户增速强劲，2020Q1腾讯视频、腾讯音乐的订阅用户分别同比增长26%、50%至1.12亿、4270万；阅文集团管理团队调整有望加强IP联动，输出更多优质改编作品；短视频起量，微视DAU增长显著，微信视频号正式开启内测。</p><p>4、疫情导致公司金融科技与企业服务收入增速短期回落（YoY+22%/QoQ-12%），但支付数据已出现反弹，4月最后一周日均商业交易额恢复至19年底水平，且公司及时把握远程办公、视频、教育等业务机会，云及其他企业服务业务的长期增势不改。</p><p><b>展望Q2，腾讯将有什么表现？</b></p><p>在手游收入强劲增长的驱动下，腾讯2020年二季度业绩有望超出市场预期。</p><p>1、游戏续扛大旗</p><p>一季度末递延收入（以未确认收入的游戏流水为主） 达到历史最高的837亿元， 环比增长228亿元， 方正证券预计大部分将于今年内确认收入。</p><p><img src=\"https://static.tigerbbs.com/b7275c5403056bd30f3802ca90534f85\" tg-height=\"451\" tg-width=\"698\"/></p><p>Q2 中国大陆全面复产复工，但游戏市场规模并未缩水，根据伽马数据 4月移动游戏市场同比增速仍有 24.4%，而 5月环比再增 11.9%创单月新高。</p><p>海外市场游戏行业 Q2 迎来爆发，SensorTower 数据显示腾讯旗下《PUBG Mobile》 、《和平精英》 已成为全球最赚钱游戏， 2020 年上半年合计吸金 13 亿美元（不包括中国及其他地区第三方安卓渠道） ， 由腾讯与动视共同打造的《Call of Duty Mobile》 全球下载量已超 2.5 亿，超出《PUBG Mobile》 同期表现。</p><p>腾讯出海的游戏将主要由《PUBGMobile》、《CODM》、《LOL》（英雄联盟）手游、《龙族幻想》等几款头部内容构成。</p><p>其中，《CODM》在美国地区的发行由<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>完成、《LOL》手游的发行将由美国公司Riot Games完成，《龙族幻想》主要面向日本地区，极端情况下，可能受到影响的头部游戏为《PUBG Mobile》。</p><p>市场估算，2020-2022 年，《PUBG Mobile》在海外地区的收入约为12亿美金左右，假设该游戏在美国地区收入占比为60%，则2020-2022年，对腾讯营业收入的影响比重会在1%以内，影响不大。</p><p><b>2、广告增长可能放缓</b></p><p>腾讯Q1逆势增长主要由游戏、在线教育行业需求井喷而驱动，但Q2新游买量需求环比或有所回落， 同时线下企业、电商平台广告投放需求环比有所增长。目前微信体系广告占比超 50%， 其中朋友圈广告占比最大， 今年 2 月腾讯正式开放朋友圈第四条广告位， 而第三条广告位开放于 2019 年5 月，意味着今年 Q1 的比较口径为 4 条 vs 2 条，而 Q2 的比较口径为 4 条 vs 3 条。</p><p><b>二、重估腾讯继续</b></p><p>腾讯的PE动态估值在疫情期间触底到30倍，现在已经接近50倍，超过40倍的长期均值。</p><p><img src=\"https://static.tigerbbs.com/887f1c9b0ea0ddfa88b00478d9e64b17\" tg-height=\"451\" tg-width=\"1162\"/></p><p>今年以来，腾讯股价上涨41%，体现业绩超预期（贡献4.5%）和估值提升（贡献35%）。短期业绩之外，估值提升，反映的是市场看好腾讯未来的成长性。</p><p><img src=\"https://static.tigerbbs.com/2bb328f716177c861d88ca41ca2b90fd\" tg-height=\"470\" tg-width=\"840\"/></p><p><b>未来，腾讯的成长来自三方面：</b></p><p>一是金融科技业务。与支付宝的消耗战减缓，离钱最近，变现能力最强，微信支付的利润率水平弹性很大，市场低估了腾讯这块业务未来的想象空间（蚂蚁金服估值早已超万亿）。</p><p><img src=\"https://static.tigerbbs.com/67a3d01c2c36904faaf1cc739920dfa7\" tg-height=\"366\" tg-width=\"682\"/></p><p>二是腾讯投后管理模式。在过去，包括<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>在内的一些互联网巨头对于其投资的企业有极强的掌控力，但腾讯则更偏好于“战略投资”，即便是再昂贵的项目，腾讯对于公司管理的掌控也少之又少，更多是通过投资建立起合作的生态和联盟。</p><p>然而，从去年开始，这一状态似乎已经悄然转变。几个信号较为明显的动态是，阅文高层洗牌，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>合并，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、腾讯视频合并，以及腾讯收购Supercell和<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>等等。</p><p>从这些案例中可以发现，腾讯正在整合手里的牌，要从幕后走到台前，利用手中各领域的资源，直接下场。在此次财报的电话会议中，如会提及有关合并事项的细节，应该就能确定我们对于这一现象的正确判断。</p><p>三是“新基建”。说到基建，大家可能都知道铁路、公路、机场等传统基础设施。相比之下，最近很时髦的词“新基建”则更隐蔽，也更无形一些。不过，各个互联网大厂倒是很敏锐，这两年都加大了在相关领域的竞争。</p><p>其中，腾讯更是大手笔，官宣未来五年将投入5000亿元，用于新基建的进一步布局，包括云计算、人工智能、区块链、服务器、大型数据中心、超算中心、物联网操作系统、5G网络、音视频通讯、网络安全、量子计算等重点领域。</p><p>5000亿元！足见腾讯破釜沉舟的决绝。至于腾讯的信心和底气或许能在Q2财报中有所体现。</p><p><b>最后划重点！Q2业绩预测</b></p><p>综合券商预测，Q2非通用会计准则盈利292亿元人民币，按年升24%；收入1125亿元，按年增长27%。</p><p>此外，根据彭博预测，腾讯Q2营收预计为1124亿，同比增长26.6%；调整后净利润292亿，同比增长24%。<img src=\"https://static.tigerbbs.com/a20e06c8e2c10c5beeb4c5766b7839ce\" tg-height=\"212\" tg-width=\"1241\"/></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d55299682db47c1e5fa53cf9bbcc7609","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106202873","content_text":"眼下，各大公司正在频繁披露今年第二季度的财务数字。2020年的前两个季度，对于任何公司来说都值得着重分析。疫情带来的巨大冲击体现在今年Q1、Q2的数字上，但影响却可能要用未来几个季度、乃至几年的时间去消化。今日，互联网顶尖大佬之一的腾讯将发布财报。首先我们先回顾下上个季度腾讯的业绩有几个亮点：1、Q1手游同比迅猛增长64%。《王者荣耀》《和平精英》等手游长期位居IOS游戏畅销榜TOP2，《PUBG MOBILE》等游戏出海表现亮眼，腾讯全球化能力不断增强。2、Q1广告业务逆势强劲增长32%，疫情期间用户APP内使用时长的增加使得广告曝光量增加明显，带动社交广告实现47%同比增长。3、视频及音乐流媒体增长趋势向好，付费订阅用户增速强劲，2020Q1腾讯视频、腾讯音乐的订阅用户分别同比增长26%、50%至1.12亿、4270万；阅文集团管理团队调整有望加强IP联动，输出更多优质改编作品；短视频起量，微视DAU增长显著，微信视频号正式开启内测。4、疫情导致公司金融科技与企业服务收入增速短期回落（YoY+22%/QoQ-12%），但支付数据已出现反弹，4月最后一周日均商业交易额恢复至19年底水平，且公司及时把握远程办公、视频、教育等业务机会，云及其他企业服务业务的长期增势不改。展望Q2，腾讯将有什么表现？在手游收入强劲增长的驱动下，腾讯2020年二季度业绩有望超出市场预期。1、游戏续扛大旗一季度末递延收入（以未确认收入的游戏流水为主） 达到历史最高的837亿元， 环比增长228亿元， 方正证券预计大部分将于今年内确认收入。Q2 中国大陆全面复产复工，但游戏市场规模并未缩水，根据伽马数据 4月移动游戏市场同比增速仍有 24.4%，而 5月环比再增 11.9%创单月新高。海外市场游戏行业 Q2 迎来爆发，SensorTower 数据显示腾讯旗下《PUBG Mobile》 、《和平精英》 已成为全球最赚钱游戏， 2020 年上半年合计吸金 13 亿美元（不包括中国及其他地区第三方安卓渠道） ， 由腾讯与动视共同打造的《Call of Duty Mobile》 全球下载量已超 2.5 亿，超出《PUBG Mobile》 同期表现。腾讯出海的游戏将主要由《PUBGMobile》、《CODM》、《LOL》（英雄联盟）手游、《龙族幻想》等几款头部内容构成。其中，《CODM》在美国地区的发行由动视暴雪完成、《LOL》手游的发行将由美国公司Riot Games完成，《龙族幻想》主要面向日本地区，极端情况下，可能受到影响的头部游戏为《PUBG Mobile》。市场估算，2020-2022 年，《PUBG Mobile》在海外地区的收入约为12亿美金左右，假设该游戏在美国地区收入占比为60%，则2020-2022年，对腾讯营业收入的影响比重会在1%以内，影响不大。2、广告增长可能放缓腾讯Q1逆势增长主要由游戏、在线教育行业需求井喷而驱动，但Q2新游买量需求环比或有所回落， 同时线下企业、电商平台广告投放需求环比有所增长。目前微信体系广告占比超 50%， 其中朋友圈广告占比最大， 今年 2 月腾讯正式开放朋友圈第四条广告位， 而第三条广告位开放于 2019 年5 月，意味着今年 Q1 的比较口径为 4 条 vs 2 条，而 Q2 的比较口径为 4 条 vs 3 条。二、重估腾讯继续腾讯的PE动态估值在疫情期间触底到30倍，现在已经接近50倍，超过40倍的长期均值。今年以来，腾讯股价上涨41%，体现业绩超预期（贡献4.5%）和估值提升（贡献35%）。短期业绩之外，估值提升，反映的是市场看好腾讯未来的成长性。未来，腾讯的成长来自三方面：一是金融科技业务。与支付宝的消耗战减缓，离钱最近，变现能力最强，微信支付的利润率水平弹性很大，市场低估了腾讯这块业务未来的想象空间（蚂蚁金服估值早已超万亿）。二是腾讯投后管理模式。在过去，包括阿里巴巴在内的一些互联网巨头对于其投资的企业有极强的掌控力，但腾讯则更偏好于“战略投资”，即便是再昂贵的项目，腾讯对于公司管理的掌控也少之又少，更多是通过投资建立起合作的生态和联盟。然而，从去年开始，这一状态似乎已经悄然转变。几个信号较为明显的动态是，阅文高层洗牌，斗鱼、虎牙合并，爱奇艺、腾讯视频合并，以及腾讯收购Supercell和搜狗等等。从这些案例中可以发现，腾讯正在整合手里的牌，要从幕后走到台前，利用手中各领域的资源，直接下场。在此次财报的电话会议中，如会提及有关合并事项的细节，应该就能确定我们对于这一现象的正确判断。三是“新基建”。说到基建，大家可能都知道铁路、公路、机场等传统基础设施。相比之下，最近很时髦的词“新基建”则更隐蔽，也更无形一些。不过，各个互联网大厂倒是很敏锐，这两年都加大了在相关领域的竞争。其中，腾讯更是大手笔，官宣未来五年将投入5000亿元，用于新基建的进一步布局，包括云计算、人工智能、区块链、服务器、大型数据中心、超算中心、物联网操作系统、5G网络、音视频通讯、网络安全、量子计算等重点领域。5000亿元！足见腾讯破釜沉舟的决绝。至于腾讯的信心和底气或许能在Q2财报中有所体现。最后划重点！Q2业绩预测综合券商预测，Q2非通用会计准则盈利292亿元人民币，按年升24%；收入1125亿元，按年增长27%。此外，根据彭博预测，腾讯Q2营收预计为1124亿，同比增长26.6%；调整后净利润292亿，同比增长24%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":999549163,"gmtCreate":1563427086852,"gmtModify":1704705413042,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$小米集团-W(01810)$are you ok ? 哈哈哈哈哈","listText":"$小米集团-W(01810)$are you ok ? 哈哈哈哈哈","text":"$小米集团-W(01810)$are you ok ? 哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/999549163","isVote":1,"tweetType":1,"viewCount":3912,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"300635909033158","authorId":"300635909033158","name":"得道阿门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"300635909033158","idStr":"300635909033158"},"content":"雷军花了一百多亿买楼，呵呵，就算公司倒闭了也不影响雷军的千亿富豪梦","text":"雷军花了一百多亿买楼，呵呵，就算公司倒闭了也不影响雷军的千亿富豪梦","html":"雷军花了一百多亿买楼，呵呵，就算公司倒闭了也不影响雷军的千亿富豪梦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":906346353,"gmtCreate":1558621589872,"gmtModify":1704697054004,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$阿里巴巴(BABA)$拉你妹啊，这样一拉明天还跌","listText":"$阿里巴巴(BABA)$拉你妹啊，这样一拉明天还跌","text":"$阿里巴巴(BABA)$拉你妹啊，这样一拉明天还跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/906346353","isVote":1,"tweetType":1,"viewCount":4220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":908519236,"gmtCreate":1558362768325,"gmtModify":1704696333734,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$拼多多(PDD)$大家帮忙砍一刀，谢谢","listText":"$拼多多(PDD)$大家帮忙砍一刀，谢谢","text":"$拼多多(PDD)$大家帮忙砍一刀，谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/908519236","isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901724044,"gmtCreate":1557934328488,"gmtModify":1704803558238,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$苹果(AAPL)$贸易战把苹果关税提高100%吧","listText":"$苹果(AAPL)$贸易战把苹果关税提高100%吧","text":"$苹果(AAPL)$贸易战把苹果关税提高100%吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901724044","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901491095,"gmtCreate":1557854636617,"gmtModify":1704803362743,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$阿里巴巴(BABA)$明天财报出来看谁跑得快吧","listText":"$阿里巴巴(BABA)$明天财报出来看谁跑得快吧","text":"$阿里巴巴(BABA)$明天财报出来看谁跑得快吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901491095","isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901815471,"gmtCreate":1557509729293,"gmtModify":1704802881089,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$阿里巴巴(BABA)$一群**，财报出来让你们跑不赢","listText":"$阿里巴巴(BABA)$一群**，财报出来让你们跑不赢","text":"$阿里巴巴(BABA)$一群**，财报出来让你们跑不赢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901815471","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901191912,"gmtCreate":1557485596636,"gmtModify":1704802725731,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$京东(JD)$严重怀疑内幕，数据早就漏了","listText":"$京东(JD)$严重怀疑内幕，数据早就漏了","text":"$京东(JD)$严重怀疑内幕，数据早就漏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/901191912","isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442007,"gmtCreate":1553502022732,"gmtModify":1704794713864,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$第九城市(NCTY)$空军前来报道","listText":"$第九城市(NCTY)$空军前来报道","text":"$第九城市(NCTY)$空军前来报道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442007","isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436015,"gmtCreate":1553088335697,"gmtModify":1704793915915,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$老虎证券(TIGR)$不知道会不会破发，瑟瑟发抖","listText":"$老虎证券(TIGR)$不知道会不会破发，瑟瑟发抖","text":"$老虎证券(TIGR)$不知道会不会破发，瑟瑟发抖","images":[{"img":"https://static.tigerbbs.com/d71acda423219949fd61e08c847fb36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/436015","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":430266,"gmtCreate":1552658606153,"gmtModify":1704793169250,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$蔚来(NIO)$我来了","listText":"$蔚来(NIO)$我来了","text":"$蔚来(NIO)$我来了","images":[{"img":"https://static.tigerbbs.com/7443dcb2c837a7099f045519c10fef95"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/430266","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":422515,"gmtCreate":1552266357223,"gmtModify":1704792201169,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$腾讯控股(00700)$有本事别撤单啊","listText":"$腾讯控股(00700)$有本事别撤单啊","text":"$腾讯控股(00700)$有本事别撤单啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422515","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399608,"gmtCreate":1550041576625,"gmtModify":1704789401908,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$恒生指数(HSI)$破A终于收盘了，你也该下来了","listText":"$恒生指数(HSI)$破A终于收盘了，你也该下来了","text":"$恒生指数(HSI)$破A终于收盘了，你也该下来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399608","isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386007,"gmtCreate":1548256553293,"gmtModify":1704787694988,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$唯品会(VIPS)$我的货呢","listText":"$唯品会(VIPS)$我的货呢","text":"$唯品会(VIPS)$我的货呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386007","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373540,"gmtCreate":1546996024886,"gmtModify":1704786138736,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$小米集团-W(01810)$雷总说了，买入就翻倍，兄弟们，现在说不减持？","listText":"$小米集团-W(01810)$雷总说了，买入就翻倍，兄弟们，现在说不减持？","text":"$小米集团-W(01810)$雷总说了，买入就翻倍，兄弟们，现在说不减持？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373540","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345769,"gmtCreate":1543886262227,"gmtModify":1704782709466,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$中国恒大(03333)$回20去吧，哥哥","listText":"$中国恒大(03333)$回20去吧，哥哥","text":"$中国恒大(03333)$回20去吧，哥哥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345769","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343102,"gmtCreate":1543557011689,"gmtModify":1704782370053,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$中国恒大(03333)$什么情况，恒大吃药了吗","listText":"$中国恒大(03333)$什么情况，恒大吃药了吗","text":"$中国恒大(03333)$什么情况，恒大吃药了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343102","isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342937,"gmtCreate":1543540190278,"gmtModify":1704782346785,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$美团点评-W(03690)$我就还不信了","listText":"$美团点评-W(03690)$我就还不信了","text":"$美团点评-W(03690)$我就还不信了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342937","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337652,"gmtCreate":1542847179022,"gmtModify":1704781681515,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480121583692292","idStr":"3480121583692292"},"themes":[],"htmlText":"$美团点评-W(03690)财报什么时候发？","listText":"$美团点评-W(03690)财报什么时候发？","text":"$美团点评-W(03690)财报什么时候发？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/337652","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":271379,"gmtCreate":1537322593338,"gmtModify":1704773995352,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$美团点评(03690)$中签了，慌得一比","listText":"$美团点评(03690)$中签了，慌得一比","text":"$美团点评(03690)$中签了，慌得一比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/271379","isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476081360144928","authorId":"3476081360144928","name":"子良boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3476081360144928","authorIdStr":"3476081360144928"},"content":"在哪里中签？ 不是很会玩这个软件","text":"在哪里中签？ 不是很会玩这个软件","html":"在哪里中签？ 不是很会玩这个软件"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":999549163,"gmtCreate":1563427086852,"gmtModify":1704705413042,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$小米集团-W(01810)$are you ok ? 哈哈哈哈哈","listText":"$小米集团-W(01810)$are you ok ? 哈哈哈哈哈","text":"$小米集团-W(01810)$are you ok ? 哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/999549163","isVote":1,"tweetType":1,"viewCount":3912,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"300635909033158","authorId":"300635909033158","name":"得道阿门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"300635909033158","authorIdStr":"300635909033158"},"content":"雷军花了一百多亿买楼，呵呵，就算公司倒闭了也不影响雷军的千亿富豪梦","text":"雷军花了一百多亿买楼，呵呵，就算公司倒闭了也不影响雷军的千亿富豪梦","html":"雷军花了一百多亿买楼，呵呵，就算公司倒闭了也不影响雷军的千亿富豪梦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289461,"gmtCreate":1538704717702,"gmtModify":1704776203932,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$腾讯控股(00700)$今天大概率翻红，个人见解","listText":"$腾讯控股(00700)$今天大概率翻红，个人见解","text":"$腾讯控股(00700)$今天大概率翻红，个人见解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/289461","isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"45264005313516","authorId":"45264005313516","name":"Hsuhsuhsu","avatar":"https://static.laohu8.com/32f400440a653fc5e30475aa355e8f3a","crmLevel":1,"crmLevelSwitch":0,"idStr":"45264005313516","authorIdStr":"45264005313516"},"content":"你说的没错，港股翻红就是跌","text":"你说的没错，港股翻红就是跌","html":"你说的没错，港股翻红就是跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901491095,"gmtCreate":1557854636617,"gmtModify":1704803362743,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$阿里巴巴(BABA)$明天财报出来看谁跑得快吧","listText":"$阿里巴巴(BABA)$明天财报出来看谁跑得快吧","text":"$阿里巴巴(BABA)$明天财报出来看谁跑得快吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901491095","isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284649,"gmtCreate":1538185916694,"gmtModify":1704775630875,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$赣锋锂业(01772)$不破发 我直播吃屎","listText":"$赣锋锂业(01772)$不破发 我直播吃屎","text":"$赣锋锂业(01772)$不破发 我直播吃屎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/284649","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282471,"gmtCreate":1538098884971,"gmtModify":1704775354119,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$华兴资本控股(01911)$哇 这股可以啊","listText":"$华兴资本控股(01911)$哇 这股可以啊","text":"$华兴资本控股(01911)$哇 这股可以啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282471","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343102,"gmtCreate":1543557011689,"gmtModify":1704782370053,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$中国恒大(03333)$什么情况，恒大吃药了吗","listText":"$中国恒大(03333)$什么情况，恒大吃药了吗","text":"$中国恒大(03333)$什么情况，恒大吃药了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343102","isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436015,"gmtCreate":1553088335697,"gmtModify":1704793915915,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$老虎证券(TIGR)$不知道会不会破发，瑟瑟发抖","listText":"$老虎证券(TIGR)$不知道会不会破发，瑟瑟发抖","text":"$老虎证券(TIGR)$不知道会不会破发，瑟瑟发抖","images":[{"img":"https://static.tigerbbs.com/d71acda423219949fd61e08c847fb36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/436015","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345769,"gmtCreate":1543886262227,"gmtModify":1704782709466,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$中国恒大(03333)$回20去吧，哥哥","listText":"$中国恒大(03333)$回20去吧，哥哥","text":"$中国恒大(03333)$回20去吧，哥哥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345769","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979120738,"gmtCreate":1598023112124,"gmtModify":1704217739601,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>啥情况","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>啥情况","text":"$腾讯控股ADR(TCEHY)$啥情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/979120738","isVote":1,"tweetType":1,"viewCount":3086,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490945088172197","authorId":"3490945088172197","name":"伽利智","avatar":"https://static.tigerbbs.com/dfa4d729541812aa17201e1678108048","crmLevel":1,"crmLevelSwitch":0,"idStr":"3490945088172197","authorIdStr":"3490945088172197"},"content":"好像是出消息和解了。","text":"好像是出消息和解了。","html":"好像是出消息和解了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":908519236,"gmtCreate":1558362768325,"gmtModify":1704696333734,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$拼多多(PDD)$大家帮忙砍一刀，谢谢","listText":"$拼多多(PDD)$大家帮忙砍一刀，谢谢","text":"$拼多多(PDD)$大家帮忙砍一刀，谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/908519236","isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901191912,"gmtCreate":1557485596636,"gmtModify":1704802725731,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$京东(JD)$严重怀疑内幕，数据早就漏了","listText":"$京东(JD)$严重怀疑内幕，数据早就漏了","text":"$京东(JD)$严重怀疑内幕，数据早就漏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/901191912","isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281673,"gmtCreate":1538058248324,"gmtModify":1704775262295,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$流利说(LAIX)$为啥我还是已确认？","listText":"$流利说(LAIX)$为啥我还是已确认？","text":"$流利说(LAIX)$为啥我还是已确认？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/281673","isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":906346353,"gmtCreate":1558621589872,"gmtModify":1704697054004,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$阿里巴巴(BABA)$拉你妹啊，这样一拉明天还跌","listText":"$阿里巴巴(BABA)$拉你妹啊，这样一拉明天还跌","text":"$阿里巴巴(BABA)$拉你妹啊，这样一拉明天还跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/906346353","isVote":1,"tweetType":1,"viewCount":4220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334946,"gmtCreate":1542676536464,"gmtModify":1704781336036,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$美团点评-W(03690)$来来来，买大买小了","listText":"$美团点评-W(03690)$来来来，买大买小了","text":"$美团点评-W(03690)$来来来，买大买小了","images":[{"img":"https://static.tigerbbs.com/039d70bba5857041e80c8c8692b6bb22"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/334946","isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492380380030697","authorId":"3492380380030697","name":"投机有收益","avatar":"https://static.tigerbbs.com/030dfca5891b3987fbc74375b3f151d2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3492380380030697","authorIdStr":"3492380380030697"},"content":"怎么参加？","text":"怎么参加？","html":"怎么参加？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285746,"gmtCreate":1538409803104,"gmtModify":1704775765476,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$阿里巴巴(BABA)$上车了","listText":"$阿里巴巴(BABA)$上车了","text":"$阿里巴巴(BABA)$上车了","images":[{"img":"https://static.tigerbbs.com/8df44e6515991a625fd3f6a62b142ab0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/285746","isVote":1,"tweetType":1,"viewCount":1873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":284885,"gmtCreate":1538284181472,"gmtModify":1704775661347,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$03990(03990)$很冷清啊，看来大家对港股已经没爱了","listText":"$03990(03990)$很冷清啊，看来大家对港股已经没爱了","text":"$03990(03990)$很冷清啊，看来大家对港股已经没爱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284885","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279238,"gmtCreate":1537924225852,"gmtModify":1704774957200,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$海底捞(06862)$这货不行啊 兄弟们赶紧跑啊","listText":"$海底捞(06862)$这货不行啊 兄弟们赶紧跑啊","text":"$海底捞(06862)$这货不行啊 兄弟们赶紧跑啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/279238","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430266,"gmtCreate":1552658606153,"gmtModify":1704793169250,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$蔚来(NIO)$我来了","listText":"$蔚来(NIO)$我来了","text":"$蔚来(NIO)$我来了","images":[{"img":"https://static.tigerbbs.com/7443dcb2c837a7099f045519c10fef95"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/430266","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":320261,"gmtCreate":1541050783675,"gmtModify":1704779427856,"author":{"id":"3480121583692292","authorId":"3480121583692292","name":"加速韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480121583692292","authorIdStr":"3480121583692292"},"themes":[],"htmlText":"$碧桂园(02007)$兄弟们，空它","listText":"$碧桂园(02007)$兄弟们，空它","text":"$碧桂园(02007)$兄弟们，空它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320261","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}