小郑郑的个人主页 - 老虎社区

小郑郑

小郑郑

守得云开见月明，静待花开终有时

IP属地：海外

27关注

303粉丝

0主题

0勋章

04-07

$特斯拉(TSLA)$ 感觉在坐海盗船啊$小鹏汽车(XPEV)$ 太刺激了

03-07

真的是想钱想疯了

华尔街最大的特斯拉多头喊话：抛售过度了！

2024-12-31

Replying to @Allin Times:你说的是特某某吧//@Allin Times:新势力。宗教品牌，质量差已经是共识。去买这些车，有有没有想过家人安全

2024-10-31

$蔚来(NIO)$ 今天发生啥了$特斯拉(TSLA)$

2024-09-10

$苹果(AAPL)$ 厨师:不容易啊，又混了一年😂

2024-09-09

转人工

2024-02-05

$特斯拉(TSLA)$ 夜观天象，这货快到底了，准备真金白银上啊

2024-01-31

维持，不就是空嘛

美联储维持基准利率不变，在更有信心接近通胀目标前不会降息

2023-10-30

美国市场目前看来各种问题都要开始慢慢爆发出来了，会传导到各行各业！

美国电车颓了，马斯克丧了

2023-10-19

$特斯拉(TSLA)$ 好日子到头了，还出手

2023-09-13

感觉苹果就像一位已经老去的勇士，他的勇气随着他的物理年龄的增长，正在快速的消亡，再也没有当年意气风发时候披荆斩棘的力量了，不禁让人唏嘘感叹！一个人的离去真的可以改变一个超级公司的未来。

抱歉，原内容已删除

2023-09-01

$蔚来(NIO)$ 大家都在车上了吗？要发车了哦

2023-08-22

$AMC院线(AMC)$ 是不是现在电影没啥好看的了？

2023-08-18

$蔚来(NIO)$ 大家抄底了吗？说说你的心里底价

2023-08-17

$特斯拉(TSLA)$ 垃圾股，大家看空到多少，给个价

2023-08-15

$蔚来(NIO)$ 还是销量太低了，一星期起码5000才行啊！

2023-08-09

$蔚来(NIO)$ 怎么跌的那么猛，好多天了啊

2022-09-08

非常好的一个创作平台，很多的创新和活跃的氛围，希望能够坚持下去！

哔哩哔哩Q2营收同比增9%，经调整净亏损19.6亿元

2022-08-19

$维珍银河(SPCE)$怎么那么惨啊

去老虎APP查看更多动态

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start;\">尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。</p><p>特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。</p><p>虽然Wedbush的分析师没有详细说明他们如何得出5%的风险数字，但根据FactSet的估计，欧洲在特斯拉的收入构成中所占比例较小——德国仅占2.2%，英国占1.7%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的活动。</p><p>尽管如此，艾夫斯和他的团队坚信，马斯克将在2025年期间“更好地平衡在DOGE与特斯拉/SpaceX之间的时间分配，一些分散注意力的因素将会逐渐消退。”</p><p>他们认为，与其因当前围绕马斯克政治参与而产生的紧张局势而焦虑，不如让投资者关注股票的真正价值所在——那就是公司刚刚启动的巨大创新和技术周期。他们表示：“我们相信，自动驾驶技术和Optimus将占据特斯拉故事中90%的估值，并将打造一家市值超过2万亿美元的公司。”</p><p>此外，分析师预计，除了今年六月在奥斯汀推出无人监管的FSD（全自动驾驶系统）外，特斯拉在夏季前还将推出一款成本更低、售价低于3.5万美元的新车型，以激发市场上被压抑的消费需求。</p><p>在更为积极的一方，TD Cowen的分析师Itay Michaeli在接手特斯拉股票的研究后，给予其新的买入评级，并将目标价定在388美元，此前TD Cowen对该股票的评级为“持有”。Michaeli表示，股价的回调正是他们对该股票持更为乐观观点的一部分，同时还有几个潜在催化因素可能在今年推动股价上涨。</p><p><em>文章源自MarketWatch《The biggest Tesla bull on Wall Street says the selloff over Musk’s politics is overdone》</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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华尔街最大的特斯拉多头喊话：抛售过度了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-07 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">投资者正在低估 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 股票的真实价值，并夸大了特斯拉首席执行官埃隆·马斯克（Elon Musk）参与政治活动对公司的负面影响。</p><p style=\"text-align: start;\">这是韦德布什证券（Wedbush）分析师丹·艾夫斯（Dan Ives）团队的观点。该团队对特斯拉设定了最高的12个月目标价——每股550美元，并将其列入“最佳投资标的”名单。</p><p style=\"text-align: start;\">艾夫斯在客户报告中表示：“对于特斯拉多头（包括我们）而言，当前是关键时刻。由于欧洲、中国和美国1月至2月的销售数据疲软，叠加马斯克的争议言论和品牌担忧，特斯拉股价近期大幅下跌，空头暂时主导了市场叙事。”</p><p style=\"text-align: start;\">尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。</p><p>特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。</p><p>虽然Wedbush的分析师没有详细说明他们如何得出5%的风险数字，但根据FactSet的估计，欧洲在特斯拉的收入构成中所占比例较小——德国仅占2.2%，英国占1.7%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的活动。</p><p>尽管如此，艾夫斯和他的团队坚信，马斯克将在2025年期间“更好地平衡在DOGE与特斯拉/SpaceX之间的时间分配，一些分散注意力的因素将会逐渐消退。”</p><p>他们认为，与其因当前围绕马斯克政治参与而产生的紧张局势而焦虑，不如让投资者关注股票的真正价值所在——那就是公司刚刚启动的巨大创新和技术周期。他们表示：“我们相信，自动驾驶技术和Optimus将占据特斯拉故事中90%的估值，并将打造一家市值超过2万亿美元的公司。”</p><p>此外，分析师预计，除了今年六月在奥斯汀推出无人监管的FSD（全自动驾驶系统）外，特斯拉在夏季前还将推出一款成本更低、售价低于3.5万美元的新车型，以激发市场上被压抑的消费需求。</p><p>在更为积极的一方，TD Cowen的分析师Itay Michaeli在接手特斯拉股票的研究后，给予其新的买入评级，并将目标价定在388美元，此前TD Cowen对该股票的评级为“持有”。Michaeli表示，股价的回调正是他们对该股票持更为乐观观点的一部分，同时还有几个潜在催化因素可能在今年推动股价上涨。</p><p><em>文章源自MarketWatch《The biggest Tesla bull on Wall Street says the selloff over Musk’s politics is overdone》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105680371","content_text":"投资者正在低估 特斯拉 股票的真实价值，并夸大了特斯拉首席执行官埃隆·马斯克（Elon Musk）参与政治活动对公司的负面影响。这是韦德布什证券（Wedbush）分析师丹·艾夫斯（Dan Ives）团队的观点。该团队对特斯拉设定了最高的12个月目标价——每股550美元，并将其列入“最佳投资标的”名单。艾夫斯在客户报告中表示：“对于特斯拉多头（包括我们）而言，当前是关键时刻。由于欧洲、中国和美国1月至2月的销售数据疲软，叠加马斯克的争议言论和品牌担忧，特斯拉股价近期大幅下跌，空头暂时主导了市场叙事。”尽管“马斯克与特朗普的紧密关联及DOGE引发了市场对特斯拉品牌的重大担忧”，但该团队估计，全球范围内仅有不到5%的特斯拉销量可能受此影响。特斯拉欧洲的销量一直在下滑，尤其在德国，上个月销量暴跌76%。而最近，其第二大市场中国二月份的销量也下降了49%。虽然Wedbush的分析师没有详细说明他们如何得出5%的风险数字，但根据FactSet的估计，欧洲在特斯拉的收入构成中所占比例较小——德国仅占2.2%，英国占1.7%。然而，美国作为其最大市场，也曾爆发过反马斯克和反特斯拉的活动。尽管如此，艾夫斯和他的团队坚信，马斯克将在2025年期间“更好地平衡在DOGE与特斯拉/SpaceX之间的时间分配，一些分散注意力的因素将会逐渐消退。”他们认为，与其因当前围绕马斯克政治参与而产生的紧张局势而焦虑，不如让投资者关注股票的真正价值所在——那就是公司刚刚启动的巨大创新和技术周期。他们表示：“我们相信，自动驾驶技术和Optimus将占据特斯拉故事中90%的估值，并将打造一家市值超过2万亿美元的公司。”此外，分析师预计，除了今年六月在奥斯汀推出无人监管的FSD（全自动驾驶系统）外，特斯拉在夏季前还将推出一款成本更低、售价低于3.5万美元的新车型，以激发市场上被压抑的消费需求。在更为积极的一方，TD Cowen的分析师Itay Michaeli在接手特斯拉股票的研究后，给予其新的买入评级，并将目标价定在388美元，此前TD Cowen对该股票的评级为“持有”。Michaeli表示，股价的回调正是他们对该股票持更为乐观观点的一部分，同时还有几个潜在催化因素可能在今年推动股价上涨。文章源自MarketWatch《The biggest Tesla bull on Wall Street says the selloff over Musk’s politics is overdone》","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387555728302512,"gmtCreate":1735658861705,"gmtModify":1735658864224,"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490778479836223","authorIdStr":"3490778479836223"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4181656387423380\">@Allin Times</a>:你说的是特某某吧//<a href=\"https://laohu8.com/U/4181656387423380\">@Allin Times</a>:新势力。宗教品牌，质量差已经是共识。去买这些车，有有没有想过家人安全","listText":"Replying to <a href=\"https://laohu8.com/U/4181656387423380\">@Allin Times</a>:你说的是特某某吧//<a href=\"https://laohu8.com/U/4181656387423380\">@Allin Times</a>:新势力。宗教品牌，质量差已经是共识。去买这些车，有有没有想过家人安全","text":"Replying to @Allin Times:你说的是特某某吧//@Allin Times:新势力。宗教品牌，质量差已经是共识。去买这些车，有有没有想过家人安全","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387555728302512","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366005741547672,"gmtCreate":1730383011048,"gmtModify":1730383012490,"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490778479836223","authorIdStr":"3490778479836223"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 今天发生啥了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 今天发生啥了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","text":"$蔚来(NIO)$ 今天发生啥了$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366005741547672","isVote":1,"tweetType":1,"viewCount":2539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347820246057296,"gmtCreate":1725938953048,"gmtModify":1725938954420,"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490778479836223","authorIdStr":"3490778479836223"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 厨师:不容易啊，又混了一年😂","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 厨师:不容易啊，又混了一年😂","text":"$苹果(AAPL)$ 厨师:不容易啊，又混了一年😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347820246057296","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347579212349768,"gmtCreate":1725899150684,"gmtModify":1725901207006,"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490778479836223","authorIdStr":"3490778479836223"},"themes":[],"htmlText":"转人工","listText":"转人工","text":"转人工","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347579212349768","isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270784375435360,"gmtCreate":1707147296308,"gmtModify":1707204774251,"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490778479836223","authorIdStr":"3490778479836223"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>夜观天象，这货快到底了，准备真金白银上啊","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>夜观天象，这货快到底了，准备真金白银上啊","text":"$特斯拉(TSLA)$ 夜观天象，这货快到底了，准备真金白银上啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/270784375435360","isVote":1,"tweetType":1,"viewCount":2341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269094086758632,"gmtCreate":1706727746040,"gmtModify":1706727747519,"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490778479836223","authorIdStr":"3490778479836223"},"themes":[],"htmlText":"维持，不就是空嘛","listText":"维持，不就是空嘛","text":"维持，不就是空嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269094086758632","repostId":"1195035437","repostType":4,"repost":{"id":"1195035437","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":1706727629,"share":"https://www.laohu8.com/m/news/1195035437?lang=&edition=full","pubTime":"2024-02-01 03:00","market":"us","language":"zh","title":"美联储维持基准利率不变，在更有信心接近通胀目标前不会降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1195035437","media":"老虎资讯综合","summary":"重申通胀在过去一年有所缓解，但仍然居高不下。","content":"<html><head></head><body><p><strong>美联储将基准利率维持在5.25%-5.50%区间不变，符合市场预期。</strong></p><p>将贴现利率维持在5.5%不变。委员们一致同意此次的利率决定。</p><p>FOMC声明：<strong>重申通胀在过去一年有所缓解，但仍然居高不下。在更有信心通胀接近2%之前不会降息。</strong>如果（维持物价稳定和实现充分就业等诸多）目标陡然面临风险，美联储准备调整政策。</p><p>FOMC声明：委员会将继续减持美国国债、机构债券和机构抵押贷款支持证券。</p><p>FOMC声明中删除了“可能进一步收紧政策”的措辞。</p><p><strong>行情反应</strong></p><p>美联储公布利率决议后，美股三大指数短线走低，美国两年期国债收益率一度冲高至4.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32922ad00e49b4d52efdd42b3343aaab\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>解读</strong></p><p>“美联储传声筒”Nick Timiraos：FOMC的声明得到了很大的重写。紧缩倾向消失了，但在某种程度上表明降息不一定迫在眉睫。“委员会不认为降息是合适的，直到它有更大的信心认为通胀正持续地向2%前进”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储维持基准利率不变，在更有信心接近通胀目标前不会降息</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美联储维持基准利率不变，在更有信心接近通胀目标前不会降息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-02-01 03:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>美联储将基准利率维持在5.25%-5.50%区间不变，符合市场预期。</strong></p><p>将贴现利率维持在5.5%不变。委员们一致同意此次的利率决定。</p><p>FOMC声明：<strong>重申通胀在过去一年有所缓解，但仍然居高不下。在更有信心通胀接近2%之前不会降息。</strong>如果（维持物价稳定和实现充分就业等诸多）目标陡然面临风险，美联储准备调整政策。</p><p>FOMC声明：委员会将继续减持美国国债、机构债券和机构抵押贷款支持证券。</p><p>FOMC声明中删除了“可能进一步收紧政策”的措辞。</p><p><strong>行情反应</strong></p><p>美联储公布利率决议后，美股三大指数短线走低，美国两年期国债收益率一度冲高至4.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32922ad00e49b4d52efdd42b3343aaab\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>解读</strong></p><p>“美联储传声筒”Nick Timiraos：FOMC的声明得到了很大的重写。紧缩倾向消失了，但在某种程度上表明降息不一定迫在眉睫。“委员会不认为降息是合适的，直到它有更大的信心认为通胀正持续地向2%前进”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195035437","content_text":"美联储将基准利率维持在5.25%-5.50%区间不变，符合市场预期。将贴现利率维持在5.5%不变。委员们一致同意此次的利率决定。FOMC声明：重申通胀在过去一年有所缓解，但仍然居高不下。在更有信心通胀接近2%之前不会降息。如果（维持物价稳定和实现充分就业等诸多）目标陡然面临风险，美联储准备调整政策。FOMC声明：委员会将继续减持美国国债、机构债券和机构抵押贷款支持证券。FOMC声明中删除了“可能进一步收紧政策”的措辞。行情反应美联储公布利率决议后，美股三大指数短线走低，美国两年期国债收益率一度冲高至4.3%。解读“美联储传声筒”Nick Timiraos：FOMC的声明得到了很大的重写。紧缩倾向消失了，但在某种程度上表明降息不一定迫在眉睫。“委员会不认为降息是合适的，直到它有更大的信心认为通胀正持续地向2%前进”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236170688139272,"gmtCreate":1698680840553,"gmtModify":1698680842174,"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490778479836223","authorIdStr":"3490778479836223"},"themes":[],"htmlText":"美国市场目前看来各种问题都要开始慢慢爆发出来了，会传导到各行各业！","listText":"美国市场目前看来各种问题都要开始慢慢爆发出来了，会传导到各行各业！","text":"美国市场目前看来各种问题都要开始慢慢爆发出来了，会传导到各行各业！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/236170688139272","repostId":"1179556238","repostType":2,"repost":{"id":"1179556238","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1698570267,"share":"https://www.laohu8.com/m/news/1179556238?lang=&edition=full","pubTime":"2023-10-29 17:04","market":"us","language":"zh","title":"美国电车颓了，马斯克丧了","url":"https://stock-news.laohu8.com/highlight/detail?id=1179556238","media":"华尔街见闻","summary":"交出了一份令人失望的三季度财报后，出席$特斯拉$财报电话会的马斯克显得格外沮丧和愤怒。电动汽车需求低于预期根据Cox Automotive的数据，第三季度美国销售了创纪录的31.3万辆电动汽车。Cox Automotive发现第三季度电动汽车占行业总销量的比例，从去年同期的6.1%攀升至7.9%。但福特的高管表示，他们预计电动汽车的溢价将逐渐减弱。","content":"<html><head></head><body><blockquote><p style=\"text-align: justify;\">“在风暴中，再强的船也有麻烦。”</p></blockquote><p style=\"text-align: justify;\">交出了一份令人失望的三季度财报后，出席<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>财报电话会的马斯克显得格外沮丧和愤怒。他表示，高利率使得车主的月供增加，给销量带来了极大影响。</p><p style=\"text-align: justify;\">老马“丧了”的背后，是美国电车增长的降速。</p><h2 id=\"id_107465276\">美国车厂放慢扩张步伐</h2><p style=\"text-align: justify;\">由于消费者购买电动汽车、电动卡车的速度低于预期，美国汽车制造商正在暂停扩大其电动汽车制造能力的计划。</p><p style=\"text-align: justify;\">近几周，福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和特斯拉都暂停了扩大电动汽车生产能力的计划。通用汽车将把在密歇根州工厂建造雪佛兰Silverado和GMC Sierra电动版皮卡的计划推迟到2025年；特斯拉CEO马斯克也表示，在“全力以赴”开建墨西哥工厂之前，公司需要审慎研究宏观经济状况。</p><p style=\"text-align: justify;\">三季度，福特电动汽车部门录得13亿美元亏损。目前，现在正暂缓投资120亿美元来扩大电动汽车生产能力，其中包括削减野马Mach-E的生产、推迟肯塔基州两个合资电池工厂中一个的建设。</p><p style=\"text-align: justify;\">福特首席财务官John Lawler本周表示：</p><blockquote><p style=\"text-align: justify;\">“人们普遍认为电动汽车增长乏力......它们的确在增长……只不过增长速度慢于行业，或者坦率地说，低于我们的预期。”</p></blockquote><p style=\"text-align: justify;\">Lawler补充称，需求疲软意味着福特需要“在短期内在某些领域减少产能，因此我们将推迟投资，直到需要增加产能的时候”。</p><h2 id=\"id_3106276174\">电动汽车需求低于预期</h2><p style=\"text-align: justify;\">根据Cox Automotive的数据，第三季度美国销售了创纪录的31.3万辆电动汽车。Cox Automotive发现第三季度电动汽车占行业总销量的比例，从去年同期的6.1%攀升至7.9%。</p><p style=\"text-align: justify;\">不过，增长速度正在放缓。数据显示，2021年和2022年第三季度销售额同比增长约75%。根据Cox汽车公司旗下的研究公司凯利蓝皮书（Kelley Blue Book）显示，今年的增速可能只有50％左右。</p><p style=\"text-align: justify;\">与此同时，电动车在经销商处的周转时间也更长。根据Cox的数据，如今，经销商需要88天才能卖掉他们电动车和电动皮卡的库存，而2022年10月只需要39天。相比之下，今年汽油汽车的销售周期为60天。</p><p style=\"text-align: justify;\">另据雅虎财经/Ipsos的一项调查，只有三分之一的美国消费者表示，他们购买的下一辆汽车或卡车可能是电动的。最常见的担忧，是充电基础设施、续航里程和电动车与燃油发动机汽车的相对售价。</p><p style=\"text-align: justify;\">惠誉评级分析师Steve Brown表示：</p><blockquote><p style=\"text-align: justify;\">“感觉就像是早期用户已经购入了......</p><p style=\"text-align: justify;\">现在，它正转向更为主流的大众消费者的阶段，但由于多种原因，主流消费者似乎更加犹豫。”</p></blockquote><p style=\"text-align: justify;\">定价是另一个关键因素。凯利蓝皮书称，电动汽车通常比传统发动机汽车更昂贵。不过，特斯拉今年早些时候的降价“改变了市场”。上个月，新车的平均交易价格约为47900美元，而电动汽车的平均价格约为50700美元，比一年前降低了22％。</p><h2 id=\"id_1731930544\">需求仍不错，但供应更充足</h2><p style=\"text-align: justify;\">Cox Automotive旗下研究公司JD Power数据与分析副总裁Tyson Jominy表示，目前，在美国销售的大约50款电动车型定价相似，没有区分主流或<a href=\"https://laohu8.com/S/DLX\">豪华</a>、轿车或卡车。明年，大约还有30款新车计划明年上市。Jominy表示：</p><blockquote><p style=\"text-align: justify;\">“市场无法消化所有产品.......太多车型在同一价格点争夺太少的销量”。</p></blockquote><p style=\"text-align: justify;\">通用汽车首席执行官Mary Barra本周表示，“减缓电动汽车的加速度”将有助于公司保持高价位。</p><p style=\"text-align: justify;\">但福特的高管表示，他们预计电动汽车的溢价将逐渐减弱。 Lawler表示，目前电动汽车领域存在着“巨大的”价格压力：</p><blockquote><p style=\"text-align: justify;\">“未来，电动汽车将是一个成本游戏”。</p></blockquote><p style=\"text-align: justify;\">咨询公司Atlas Public Policy的创始人Nick Nigro表示，新技术的增长达到平台期并不罕见，一些州，如科罗拉多州的增长并没有减缓。他补充称：</p><blockquote><p style=\"text-align: justify;\">“（全国销售放缓）并不表明市场陷入困境，但该行业明确表示，他们需要看到更大的消费者需求才能重新打开水龙头。”</p></blockquote><p style=\"text-align: justify;\">一位行业专家也表达了这一观点，称需求仍然不错，但供应更充足。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国电车颓了，马斯克丧了</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美国电车颓了，马斯克丧了\n</h2>\n\n<h4 class=\"meta\">\n\n2023-10-29 17:04 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“在风暴中，再强的船也有麻烦。”交出了一份令人失望的三季度财报后，出席特斯拉财报电话会的马斯克显得格外沮丧和愤怒。他表示，高利率使得车主的月供增加，给销量带来了极大影响。老马“丧了”的背后，是美国电车增长的降速。美国车厂放慢扩张步伐由于消费者购买电动汽车、电动卡车的速度低于预期，美国汽车制造商正在暂停扩大其电动汽车制造能力的计划。近几周，福特、通用汽车和特斯拉都暂停了扩大电动汽车生产能力的计划。...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179556238","content_text":"“在风暴中，再强的船也有麻烦。”交出了一份令人失望的三季度财报后，出席特斯拉财报电话会的马斯克显得格外沮丧和愤怒。他表示，高利率使得车主的月供增加，给销量带来了极大影响。老马“丧了”的背后，是美国电车增长的降速。美国车厂放慢扩张步伐由于消费者购买电动汽车、电动卡车的速度低于预期，美国汽车制造商正在暂停扩大其电动汽车制造能力的计划。近几周，福特、通用汽车和特斯拉都暂停了扩大电动汽车生产能力的计划。通用汽车将把在密歇根州工厂建造雪佛兰Silverado和GMC Sierra电动版皮卡的计划推迟到2025年；特斯拉CEO马斯克也表示，在“全力以赴”开建墨西哥工厂之前，公司需要审慎研究宏观经济状况。三季度，福特电动汽车部门录得13亿美元亏损。目前，现在正暂缓投资120亿美元来扩大电动汽车生产能力，其中包括削减野马Mach-E的生产、推迟肯塔基州两个合资电池工厂中一个的建设。福特首席财务官John Lawler本周表示：“人们普遍认为电动汽车增长乏力......它们的确在增长……只不过增长速度慢于行业，或者坦率地说，低于我们的预期。”Lawler补充称，需求疲软意味着福特需要“在短期内在某些领域减少产能，因此我们将推迟投资，直到需要增加产能的时候”。电动汽车需求低于预期根据Cox Automotive的数据，第三季度美国销售了创纪录的31.3万辆电动汽车。Cox Automotive发现第三季度电动汽车占行业总销量的比例，从去年同期的6.1%攀升至7.9%。不过，增长速度正在放缓。数据显示，2021年和2022年第三季度销售额同比增长约75%。根据Cox汽车公司旗下的研究公司凯利蓝皮书（Kelley Blue Book）显示，今年的增速可能只有50％左右。与此同时，电动车在经销商处的周转时间也更长。根据Cox的数据，如今，经销商需要88天才能卖掉他们电动车和电动皮卡的库存，而2022年10月只需要39天。相比之下，今年汽油汽车的销售周期为60天。另据雅虎财经/Ipsos的一项调查，只有三分之一的美国消费者表示，他们购买的下一辆汽车或卡车可能是电动的。最常见的担忧，是充电基础设施、续航里程和电动车与燃油发动机汽车的相对售价。惠誉评级分析师Steve Brown表示：“感觉就像是早期用户已经购入了......现在，它正转向更为主流的大众消费者的阶段，但由于多种原因，主流消费者似乎更加犹豫。”定价是另一个关键因素。凯利蓝皮书称，电动汽车通常比传统发动机汽车更昂贵。不过，特斯拉今年早些时候的降价“改变了市场”。上个月，新车的平均交易价格约为47900美元，而电动汽车的平均价格约为50700美元，比一年前降低了22％。需求仍不错，但供应更充足Cox Automotive旗下研究公司JD Power数据与分析副总裁Tyson Jominy表示，目前，在美国销售的大约50款电动车型定价相似，没有区分主流或豪华、轿车或卡车。明年，大约还有30款新车计划明年上市。Jominy表示：“市场无法消化所有产品.......太多车型在同一价格点争夺太少的销量”。通用汽车首席执行官Mary Barra本周表示，“减缓电动汽车的加速度”将有助于公司保持高价位。但福特的高管表示，他们预计电动汽车的溢价将逐渐减弱。 Lawler表示，目前电动汽车领域存在着“巨大的”价格压力：“未来，电动汽车将是一个成本游戏”。咨询公司Atlas Public Policy的创始人Nick 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18:30","market":"hk","language":"zh","title":"哔哩哔哩Q2营收同比增9%，经调整净亏损19.6亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1150967549","media":"老虎资讯综合","summary":"9月8日，哔哩哔哩盘前发布财报，财报显示：第二季度营收49亿元，同期增长9%。二季度经调整净亏损19.6亿元。公司预计三季度营收在56-58亿元。第二季度运营业绩：平均月活跃用户数（MAU）为3.05","content":"<html><head></head><body><p>9月8日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前发布财报，财报显示：第二季度营收49亿元，同期增长9%。二季度经调整净亏损19.6亿元。公司预计三季度营收在56-58亿元。</p><p><b>第二季度运营业绩：</b></p><p>平均月活跃用户数（MAU）为3.057亿，与上年同期相比增长29%。</p><p>平均日活跃用户数（DAU）为8350万，与上年同期相比增长33%。</p><p>平均月付费用户数为2750万，与上年同期相比增长32%。<img src=\"https://static.tigerbbs.com/8f27b8682074922394eccea7a13e10af\" tg-width=\"1100\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/><b>第二季度财务业绩：</b></p><p>净营收</p><p>总净营收为49亿元（约合7.329亿美元），与上年同期相比增长9%。</p><p>来自于移动游戏的营收为10.462亿元（约合1.562亿美元），而上年同期为12.332亿元。</p><p>来自于增值服务的营收为21.035亿元（约合3.140亿美元），与上年同期相比增长29%。</p><p>来自于广告的营收为11.583亿元（约合1.729亿美元），与上年同期相比增长10%。</p><p>来自于电商业务及其他业务的营收为6.010亿元（约合8970万美元），与上年同期相比增长4%。</p><p>营收成本</p><p>营收成本为41.706亿元（约合6.227亿美元），与上年同期相比增长19%。</p><p>毛利润</p><p>毛利润为7.383亿元（约合1.102亿美元），而上年同期为9.890亿元。</p><p>运营支出</p><p>总运营支出为29.293亿元（约合4.373亿美元），与上年同期相比增长17%。</p><p>销售和营销支出为11.720亿元（约合1.750亿美元），与上年同期相比下滑16%。</p><p>总务和行政支出为6.257亿元（约合9340万美元），与上年同期相比增长44%。</p><p>研发支出为11.317亿元（约合1.690亿美元），与上年同期相比增长68%。</p><p>运营亏损</p><p>运营亏损21.911亿元（约合3.271亿美元），相比之下上年同期运营亏损15.206亿元。</p><p>所得税支出</p><p>所得税支出为2680万元（约合400万美元），相比之下上年同期的所得税支出为2170万元。</p><p>净亏损</p><p>净亏损为20.104亿元（约合3.002亿美元），而上年同期净亏损11.218亿元。不按美国通用会计准则（non-GAAP），调整后的净亏损为19.679亿元（约合2.938亿美元），而上年同期调整后的净亏损为13.247亿元。</p><p>每股基本和摊薄亏损5.08元（约合0.76美元），而上年同期每股基本和摊薄亏损2.19元。不按美国通用会计准则（non-GAAP），调整后的每股基本和摊薄亏损4.98元（约合0.74美元），而上年同期每股基本和摊薄亏损3.44元。</p><p>现金和现金等价物</p><p>截至2022年6月30日，哔哩哔哩持有的现金和现金等价物、定期存款以及短期投资总额为249亿元（约合37亿美元）。</p><p><img src=\"https://static.tigerbbs.com/75e3c8f3682fdfa0723d12eabb77bfd7\" tg-width=\"1557\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d1de3a3a97e911ee0d2d57f9b705ad18\" tg-width=\"1509\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/>财报发布后，哔哩哔哩美股盘前一度跌超7%。<img src=\"https://static.tigerbbs.com/db063da6d13857de904d62270ecf2a0a\" tg-width=\"810\" tg-height=\"681\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>哔哩哔哩Q2营收同比增9%，经调整净亏损19.6亿元</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; 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哔哩哔哩Q2营收同比增9%，经调整净亏损19.6亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-09-08 18:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月8日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘前发布财报，财报显示：第二季度营收49亿元，同期增长9%。二季度经调整净亏损19.6亿元。公司预计三季度营收在56-58亿元。</p><p><b>第二季度运营业绩：</b></p><p>平均月活跃用户数（MAU）为3.057亿，与上年同期相比增长29%。</p><p>平均日活跃用户数（DAU）为8350万，与上年同期相比增长33%。</p><p>平均月付费用户数为2750万，与上年同期相比增长32%。<img src=\"https://static.tigerbbs.com/8f27b8682074922394eccea7a13e10af\" tg-width=\"1100\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/><b>第二季度财务业绩：</b></p><p>净营收</p><p>总净营收为49亿元（约合7.329亿美元），与上年同期相比增长9%。</p><p>来自于移动游戏的营收为10.462亿元（约合1.562亿美元），而上年同期为12.332亿元。</p><p>来自于增值服务的营收为21.035亿元（约合3.140亿美元），与上年同期相比增长29%。</p><p>来自于广告的营收为11.583亿元（约合1.729亿美元），与上年同期相比增长10%。</p><p>来自于电商业务及其他业务的营收为6.010亿元（约合8970万美元），与上年同期相比增长4%。</p><p>营收成本</p><p>营收成本为41.706亿元（约合6.227亿美元），与上年同期相比增长19%。</p><p>毛利润</p><p>毛利润为7.383亿元（约合1.102亿美元），而上年同期为9.890亿元。</p><p>运营支出</p><p>总运营支出为29.293亿元（约合4.373亿美元），与上年同期相比增长17%。</p><p>销售和营销支出为11.720亿元（约合1.750亿美元），与上年同期相比下滑16%。</p><p>总务和行政支出为6.257亿元（约合9340万美元），与上年同期相比增长44%。</p><p>研发支出为11.317亿元（约合1.690亿美元），与上年同期相比增长68%。</p><p>运营亏损</p><p>运营亏损21.911亿元（约合3.271亿美元），相比之下上年同期运营亏损15.206亿元。</p><p>所得税支出</p><p>所得税支出为2680万元（约合400万美元），相比之下上年同期的所得税支出为2170万元。</p><p>净亏损</p><p>净亏损为20.104亿元（约合3.002亿美元），而上年同期净亏损11.218亿元。不按美国通用会计准则（non-GAAP），调整后的净亏损为19.679亿元（约合2.938亿美元），而上年同期调整后的净亏损为13.247亿元。</p><p>每股基本和摊薄亏损5.08元（约合0.76美元），而上年同期每股基本和摊薄亏损2.19元。不按美国通用会计准则（non-GAAP），调整后的每股基本和摊薄亏损4.98元（约合0.74美元），而上年同期每股基本和摊薄亏损3.44元。</p><p>现金和现金等价物</p><p>截至2022年6月30日，哔哩哔哩持有的现金和现金等价物、定期存款以及短期投资总额为249亿元（约合37亿美元）。</p><p><img src=\"https://static.tigerbbs.com/75e3c8f3682fdfa0723d12eabb77bfd7\" tg-width=\"1557\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d1de3a3a97e911ee0d2d57f9b705ad18\" tg-width=\"1509\" tg-height=\"644\" referrerpolicy=\"no-referrer\"/>财报发布后，哔哩哔哩美股盘前一度跌超7%。<img src=\"https://static.tigerbbs.com/db063da6d13857de904d62270ecf2a0a\" tg-width=\"810\" tg-height=\"681\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/959e12dad805ef7134e41190825f878a","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","BK4513":"直播概念","BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4566":"资本集团","BK4509":"腾讯概念","BK1588":"回港中概股","BK4577":"网络游戏","BK1104":"互动家庭娱乐","BK4526":"热门中概股","BK1587":"次新股","BK4503":"景林资产持仓","BILI":"哔哩哔哩","BK4085":"互动家庭娱乐","BK4510":"在线教育","BK4504":"桥水持仓","BK4505":"高瓴资本持仓","09626":"哔哩哔哩-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150967549","content_text":"9月8日，哔哩哔哩盘前发布财报，财报显示：第二季度营收49亿元，同期增长9%。二季度经调整净亏损19.6亿元。公司预计三季度营收在56-58亿元。第二季度运营业绩：平均月活跃用户数（MAU）为3.057亿，与上年同期相比增长29%。平均日活跃用户数（DAU）为8350万，与上年同期相比增长33%。平均月付费用户数为2750万，与上年同期相比增长32%。第二季度财务业绩：净营收总净营收为49亿元（约合7.329亿美元），与上年同期相比增长9%。来自于移动游戏的营收为10.462亿元（约合1.562亿美元），而上年同期为12.332亿元。来自于增值服务的营收为21.035亿元（约合3.140亿美元），与上年同期相比增长29%。来自于广告的营收为11.583亿元（约合1.729亿美元），与上年同期相比增长10%。来自于电商业务及其他业务的营收为6.010亿元（约合8970万美元），与上年同期相比增长4%。营收成本营收成本为41.706亿元（约合6.227亿美元），与上年同期相比增长19%。毛利润毛利润为7.383亿元（约合1.102亿美元），而上年同期为9.890亿元。运营支出总运营支出为29.293亿元（约合4.373亿美元），与上年同期相比增长17%。销售和营销支出为11.720亿元（约合1.750亿美元），与上年同期相比下滑16%。总务和行政支出为6.257亿元（约合9340万美元），与上年同期相比增长44%。研发支出为11.317亿元（约合1.690亿美元），与上年同期相比增长68%。运营亏损运营亏损21.911亿元（约合3.271亿美元），相比之下上年同期运营亏损15.206亿元。所得税支出所得税支出为2680万元（约合400万美元），相比之下上年同期的所得税支出为2170万元。净亏损净亏损为20.104亿元（约合3.002亿美元），而上年同期净亏损11.218亿元。不按美国通用会计准则（non-GAAP），调整后的净亏损为19.679亿元（约合2.938亿美元），而上年同期调整后的净亏损为13.247亿元。每股基本和摊薄亏损5.08元（约合0.76美元），而上年同期每股基本和摊薄亏损2.19元。不按美国通用会计准则（non-GAAP），调整后的每股基本和摊薄亏损4.98元（约合0.74美元），而上年同期每股基本和摊薄亏损3.44元。现金和现金等价物截至2022年6月30日，哔哩哔哩持有的现金和现金等价物、定期存款以及短期投资总额为249亿元（约合37亿美元）。财报发布后，哔哩哔哩美股盘前一度跌超7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687665393,"gmtCreate":1660921353015,"gmtModify":1660921353015,"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490778479836223","authorIdStr":"3490778479836223"},"themes":[],"htmlText":"<a 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[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/632298487","isVote":1,"tweetType":1,"viewCount":4360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098360788415140","authorId":"4098360788415140","name":"我希望有勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4098360788415140","authorIdStr":"4098360788415140"},"content":"自动驾驶芯片，车机芯片，之前一堆人说车机芯片用14nm也可以，事实证明用户体验也比较差，看看特斯拉，也上amd的最新，没有芯片，智能电动车还不如油车","text":"自动驾驶芯片，车机芯片，之前一堆人说车机芯片用14nm也可以，事实证明用户体验也比较差，看看特斯拉，也上amd的最新，没有芯片，智能电动车还不如油车","html":"自动驾驶芯片，车机芯片，之前一堆人说车机芯片用14nm也可以，事实证明用户体验也比较差，看看特斯拉，也上amd的最新，没有芯片，智能电动车还不如油车"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380984393,"gmtCreate":1612504269412,"gmtModify":1703762810006,"author":{"id":"3490778479836223","authorId":"3490778479836223","name":"小郑郑","avatar":"https://static.tigerbbs.com/3b1cd2be5a8f865342b5726fd09faf26","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490778479836223","authorIdStr":"3490778479836223"},"themes":[],"htmlText":"<a 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