虎咪的个人主页 - 老虎社区

虎咪

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IP属地：贵州

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1主题

0勋章

01-03

$联想控股(03396)$ 市值管理跟它没关系

2024-12-31

谢谢理解

吴晓波：没有联想、没有柳传志这一代创业者，就不会有今天中国的电脑产业

2024-08-24

国家税收怎么没提，这个不是小数

抱歉，原内容已删除

2024-08-16

$联想控股(03396)$ 股价太悲催了，看不到希望

2024-04-03

$联想控股(03396)$ 刚回来又遭一刀

2024-03-16

$药明生物(02269)$ 已下注

2024-02-07

$联想控股(03396)$ 持有大概七八年了，就因为柳老爷子一句话，“联想控股被低估了忍无可忍割了”今天终于忍不住割了大部分仓位

2024-01-19

$微创医疗(00853)$ 挺不住了，想割

2023-12-23

这行都是民营企业，怎么搞都行

游戏新规带崩股价，但也没想象的那么糟

2023-12-22

$腾讯控股(00700)$ 版署还我钱来[捂脸]

2023-12-22

监管太多，饶了股市吧

2023-08-31

$联想控股(03396)$ 上市九年了，股价一年比一年低，还要等几年？

2022-09-23

骗人吧？

2022新浪财经港美股最具投资价值上市公司出炉：天齐锂业、联想集团上榜

2022-09-16

$联想控股(03396)$为什么不回购呀！

2022-08-01

$联想控股(03396)$亏损惨啊

2022-05-20

$联想控股(03396)$第一重仓股加油

2022-04-29

NN的，港股通不开

抱歉，原内容已删除

2022-04-14

这篇文章不错，转发给大家看

抱歉，原内容已删除

2022-04-12

$小米集团-W(01810)$我买进卖岀不知道几回了！损失惨重啊

2022-03-30

$小米集团-W(01810)$小米精神和小米r资源整合能力就是护城河

去老虎APP查看更多动态

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市值管理跟它没关系","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388481300525488","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387431082951120,"gmtCreate":1735629119691,"gmtModify":1735629121308,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"htmlText":"谢谢理解","listText":"谢谢理解","text":"谢谢理解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387431082951120","repostId":"2495763296","repostType":2,"repost":{"id":"2495763296","kind":"news","pubTimestamp":1735620480,"share":"https://www.laohu8.com/m/news/2495763296?lang=&edition=full","pubTime":"2024-12-31 12:48","market":"fut","language":"zh","title":"吴晓波：没有联想、没有柳传志这一代创业者，就不会有今天中国的电脑产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2495763296","media":"新浪科技","summary":"新浪科技讯 12月31日午间消息，在近日的“预见2025·吴晓波年终秀”上，财经作家、巴九灵创始人吴晓波在年终秀下半场《预见2025，找到新周期的引擎》环节特别提到联想AI PC。吴晓波认为，联想走过的四十年，凝聚了半部电脑史。他说，“如今，联想一年的营收超过4000亿元，约80%的营收来自中国以外，约80%的生产在中国地区完成。从某种意义上讲，没有联想、没有柳传志这一代创业者，就不会有今天中国的电脑产业。","content":"<html><body><div>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/116/w550h366/20241231/16e8-48e1359173f5c5a687361b71a2b926c9.png\"/><span></span></div>\n<p>　　新浪科技讯 12月31日午间消息，在近日的“预见2025·吴晓波年终秀”上，财经作家、巴九灵创始人吴晓波在年终秀下半场《预见2025，找到新周期的引擎》环节特别提到联想AI PC。他表示，人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>以周的速度重塑世界，初代“AI原住民”正在诞生，一部AI电脑可以让使用者率先成为“AI原住民”。</p>\n<p>　　“AI正在以周的速度发生变化。”吴晓波认为，拥有一部AI电脑，就意味着能先行一步，成为AI时代的原住民，充分享受AI带来的个性化学习和生命体验。在这场技术革新中，联想AI PC走在了前列，其影响力已渗透至多个领域。他进一步解释道，“AI原住民”是率先使用了AI工具的人，他们会充分利用AI享受前所未有的个性化学习和生命体验。</p>\n<p>　　“实际上，当我们拥有了一台AI电脑，一部AI手机以后，我们的生命中就会出现一个‘Agent’——智能体。”他说，“在联想的AI电脑里，就有一个叫做‘联想小天’的Agent，它将成为未来我们每个人实现信息交互的AI第一入口，它的背后还有1500多款AI应用，我相信未来这些应用的数量会越来越多，借由各种各样的平台，与家居、电脑、手机、汽车等进行跨平台连接。”</p>\n<p>　　自世界上第一台计算机诞生至今已近80年，个人电脑的出现也走过了40多年的历程。吴晓波认为，联想走过的四十年，凝聚了半部电脑史。 “我必须利用这次年终秀的机会来致敬联想。这家企业，是过去几年来被污名化最严重的企业。”他说，“如今，联想一年的营收超过4000亿元，约80%的营收来自中国以外，约80%的生产在中国地区完成。从某种意义上讲，没有联想、没有柳传志这一代创业者，就不会有今天中国的电脑产业。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李昂 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" 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PC。他表示，人工智能以周的速度重塑世界，初代“AI原住民”正在诞生，一部AI电脑可以让使用者率先成为“AI原住民”。\n　　“AI正在以周的速度发生变化。”吴晓波认为，拥有一部AI电脑，就意味着能先行一步，成为AI时代的原住民...</p>\n<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2024-12-31/doc-ineciptx0566073.shtml\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80992":"联想集团-R","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","00992":"联想集团","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","BK1526":"科网股","IE0034224299.USD":"PINEBRIDGE 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ACC"},"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2024-12-31/doc-ineciptx0566073.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2495763296","content_text":"新浪科技讯 12月31日午间消息，在近日的“预见2025·吴晓波年终秀”上，财经作家、巴九灵创始人吴晓波在年终秀下半场《预见2025，找到新周期的引擎》环节特别提到联想AI PC。他表示，人工智能以周的速度重塑世界，初代“AI原住民”正在诞生，一部AI电脑可以让使用者率先成为“AI原住民”。\n　　“AI正在以周的速度发生变化。”吴晓波认为，拥有一部AI电脑，就意味着能先行一步，成为AI时代的原住民，充分享受AI带来的个性化学习和生命体验。在这场技术革新中，联想AI PC走在了前列，其影响力已渗透至多个领域。他进一步解释道，“AI原住民”是率先使用了AI工具的人，他们会充分利用AI享受前所未有的个性化学习和生命体验。\n　　“实际上，当我们拥有了一台AI电脑，一部AI手机以后，我们的生命中就会出现一个‘Agent’——智能体。”他说，“在联想的AI电脑里，就有一个叫做‘联想小天’的Agent，它将成为未来我们每个人实现信息交互的AI第一入口，它的背后还有1500多款AI应用，我相信未来这些应用的数量会越来越多，借由各种各样的平台，与家居、电脑、手机、汽车等进行跨平台连接。”\n　　自世界上第一台计算机诞生至今已近80年，个人电脑的出现也走过了40多年的历程。吴晓波认为，联想走过的四十年，凝聚了半部电脑史。 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挺不住了，想割","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264645853929624","isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255097910681880,"gmtCreate":1703290825278,"gmtModify":1703290826783,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"htmlText":"这行都是民营企业，怎么搞都行","listText":"这行都是民营企业，怎么搞都行","text":"这行都是民营企业，怎么搞都行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255097910681880","repostId":"2393418360","repostType":2,"repost":{"id":"2393418360","kind":"highlight","weMediaInfo":{"introduction":"新型财经科技信息服务提供商，专注TMT。技术改变商业，商业改变世界，我们纪录这个过程，并聚集这些改变世界的人。","home_visible":1,"media_name":"TMTPost","id":"1065587721","head_image":"https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c"},"pubTimestamp":1703256150,"share":"https://www.laohu8.com/m/news/2393418360?lang=&edition=full","pubTime":"2023-12-22 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id=\"id_3301782319\">新规如何影响游戏产业？</h2><p>梳理《办法》后，发现它首先影响的腰尾部游戏厂商，其次才是头部大厂。</p><p>具体而言，《办法》第十八条中指出，网络游戏不得设置每日登录、首次充值、连续充值等诱导性奖励。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示。</p><p>前者几乎覆盖国内所有采用GaaS模式的游戏产品，后者则着重针对高ARPU产品，比如以“类传奇”为首的MMO游戏与SLG游戏。</p><p>简而言之，这一条着重针对的是游戏的To C收入。这对于无法做出大DAU，只能把精力与资源放在高ARPU游戏的腰尾部游戏厂商而言会造成明显影响。小厂的游戏，多半采用都是“100个零氪玩家+10个小氪玩家+1个重氪玩家”模式，然后通过增设服务器来完成模式的复制粘贴，以此完成盈利目标。如若限消，这些产品的盈利能力将大打折扣。</p><p>相较于腰尾部厂商，头部大厂IP储备更加丰富，强大的导流能力使其拥有高DAU产品矩阵。在创收方面，他们并不单纯依赖玩家付费，To B收入同样也是重要一环。据项目经手人员透露，腾讯旗下战术竞技类手游《和平精英》的品牌联动报价基本皆在百万级别以上。</p><p><img alt=\"\" src=\"https://static.tigerbbs.com/48e7efc00bc344ffb2a9d0a72d50eb80\"/>图源：和平精英官博</p><p>在《办法》中，可能会对头部大厂造成明显影响的是第二十五条，同一企业不得同时经营网络游戏币发放和网络游戏币交易服务。然网易旗下的虚拟道具交易平台“藏宝阁”，正是其游戏营销业务中的重要组成部分。</p><p>“藏宝阁”是网易热门游戏IP《梦幻西游》的衍生产物，自2008年起正式成立。在“藏宝阁”，玩家可以交易游戏中的虚拟道具与游戏账号，并直接以人民币结算。</p><p>在“藏宝阁”的加持下，《梦幻西游》成为部分“平民”玩家的一种谋生手段，而手头富裕的氪金玩家则可借此节省体验游戏的时间成本，平台从每笔交易中抽佣，三方受益，共同为《梦幻西游》打造出稳定的经济生态。</p><p>据数据网站Magic公布的2022年全球手游收入榜单显示，《梦幻西游》手游版全年营收约为6亿美元。作为网易旗下最赚钱的游戏，《梦幻西游》系列每年能为网易带来接近200亿元营收。</p><p><img alt=\"\" src=\"https://static.tigerbbs.com/dc9c25e1c73c444f9e2badbec19f89be\"/>图源：梦幻西游电脑版官博</p><p>发展至今，“藏宝阁”已经从《梦幻西游》的”定海神针“蜕变成网易全平台虚拟道具交易平台，其目前共计覆盖网易旗下18款端游与27款手游。因此”藏宝阁“的运营是否保持顺畅，与网易游戏板块营收存在直接关联。</p><p>对于《办法》第二十五条中所指的“同一企业”是否可以通过注册子公司来进行规避，目前尚不得知，有待进一步观察。</p><p>除上述部分外，《办法》还对游戏测试与小程序游戏作出调整指示。如第二十一条【技术测试规范】指出，网络游戏限额测试用户不得超过2万，测试用户资料做删档处理。</p><p>过去部分游戏公司会在游戏内测后期开启不删档内测，并在公测后对玩家的内测充值提供返利。如此做法一是为了提升用户转化，二是基于版号发放情况去做风险对冲。但随着《办法》出台，这条路从此将被堵死。</p><p>另外，成为今年游戏行业热点的小程序游戏同样也将得到进一步监管。《办法》第六十三条提出，对无故事情节、玩法简单、无充值消费的国产小程序网络游戏的管理，由国家出版主管部门根据《出版管理条例》及本办法的原则另行规定。</p><p>据《2023中国游戏产业报告》显示，2023年国内小程序游戏市场收入200亿元，同比增长300%。营收飞速增长的背后，是买量投放的大肆泛滥，许多用户曾对此感到十分困扰。在小程序游戏这一细分品类的监管力度加强后，这种情况或将出现改善。</p><h2 id=\"id_3538806541\">游戏厂商如何应对？</h2><p>据不完全统计，目前已有包括恺英网络、三七互娱、姚记科技、<a href=\"https://laohu8.com/S/002168\">惠程科技</a>等十余家上市游戏概念公司就《办法》作出回应。</p><p>资本市场，A股方面的恺英网络最先对该新规做出相应回应。恺英网络表示，目前对公司经营没有实质性影响。公司将认真学习研究、积极跟进反馈。</p><p>另外，知名游戏宣发平台<a href=\"https://laohu8.com/S/02400\">心动公司</a>表示将积极配合新规落地，旗下自研产品从不依赖首充返利、每日签到等强运营手段。公司将充分落实新规精神和具体措施，共同促进行业健康发展。</p><p>作为全球最大的游戏厂商之一，腾讯游戏方面亦做出表示。</p><p>22日下午，腾讯游戏副总裁张巍称：“自从2021年未保新规发布以来，腾讯一直严格贯彻落实管理要求，目前未成年人的游戏时<a href=\"https://laohu8.com/S/00001\">长和</a>消费数据都处于历史最低水平。新的管理办法征求意见稿对于游戏的商业模式，运营节奏等关键要素并无本质改变。监管部门发布新的管理办法征求意见稿向业界、社会充分征求意见，相信更有利于游戏行业的有序，健康发展。腾讯游戏将继续坚持技术创新，文化引领的精品战略，在主管部门的支持下，践行中国游戏产业的高质量发展。”</p><p>今日港股收盘后，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布公告表示今日已回购约359万股股份，共计耗资约10.01亿港元，价格区间在263.8港元—317港元。</p><p>网易这边，其港股收盘于122.0港元每股后，公司市值今日总计蒸发约1281.56亿港元。对于《办法》，网易目前没有作出回应。</p><p>除了回应资本市场的声音之外，已经有游戏公司迅速在玩法上做出相应调整。</p><p>《办法》目前虽然还只是在征求意见阶段，但它已经开始对即将发行的产品造成影响。据《第一财经》报道，今日发布的一款游戏因“每日签到”和部分其它设定与《办法》要求不符，因此该游戏的制作公司正在加班修改。</p><h2 id=\"id_1160895653\">潜在利好的因素在哪里？</h2><p>事实上，从2021年8月发布的《关于进一步严格管理切实防止未成年人沉迷网络游戏的通知》，到今年10月发布的《未成年人网络保护条例》，再到今天的《网络游戏管理办法（草案征求意见稿）》，可以明显看出，对于游戏行业，监管部门的态度始终保持从紧从严。</p><p>这份态度的背后，代表的是我国游戏行业发展趋势的转变。随着人口红利的降低与玩家付费习惯的培养，“游戏精品化”的呼声变得愈发明显，同质化严重的劣质产品开始逐渐被时代抛弃，且这一淘汰进程正在变得越来越快。</p><p>面对这一趋势，腾讯公司高级副总裁马晓轶在2023年腾讯游戏发布会上就曾表示：“腾讯游戏正在从一家平台型公司向产品型公司转变。”</p><p>在今年TGA上，腾讯公布旗下新作《最后的哨兵》。据负责该项目制作的光子工作室透露，这将会是该工作室的首款3A级开放世界游戏。外加上投资游戏科学所在研发中的《黑神话·悟空》，未来几年腾讯即将迎来两款3A大作。</p><p><img alt=\"\" src=\"https://static.tigerbbs.com/41b6e5a46853429aa403dc186e108b01\"/>《最后的哨兵》概念图，图源：《最后的哨兵》官方X账号</p><p>从今日《办法》公布的内容上来看，如若日后《办法》正式落实执行，那么它将对游戏产品的留存与转化带来严峻挑战，从而推动游戏厂商在内容与运营上投入更多的精力与资源来获取用户更高的付费频率与更加长远的游戏生命周期。站在长期主义角度上看待此事，这对于游戏行业亦是利好。</p><p>另外，经历过一下午的动荡之后，“鸽派”声音终于传来。据澎湃透露，中国音数协会游戏工委内部人士表示：“既然是征求意见稿，表明目前阶段各界均可畅所欲言，以使其切实可行，更为完善。”由此看来，最终的结果或许并没有外界所想象的那么糟糕。</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>游戏新规带崩股价，但也没想象的那么糟</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游戏新规带崩股价，但也没想象的那么糟\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065587721\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">TMTPost </p>\n<p class=\"h-time\">2023-12-22 22:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><img alt=\"\" src=\"https://static.tigerbbs.com/9ac1d91d3612466d92ac262b03c6c57e\"/>作者｜吴一枭</p><p>12月22日，国家新闻出版署起草《网络游戏管理办法（草案征求意见稿）》（以下简称《办法》），现向社会公开征求意见。</p><p>《办法》中就网络游戏运营提出多项整改指示，涵盖游戏内容、用户消费、游戏币发放交易、虚拟道具抽取等多个领域。</p><p><img alt=\"\" src=\"https://static.tigerbbs.com/52654c7779924adda3b1744210267f7d\"/></p><p>图源：国家新闻出版署</p><p>受此影响，A股与港股游戏板块出现大幅下跌。截至收盘，A股方面<a href=\"https://laohu8.com/S/002555\">三七互娱</a>、<a href=\"https://laohu8.com/S/002517\">恺英网络</a>、<a href=\"https://laohu8.com/S/002605\">姚记科技</a>、<a href=\"https://laohu8.com/S/603258\">电魂网络</a>等集体跌停，港股方面<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>下跌9%，腾讯下跌12%，<a href=\"https://laohu8.com/S/NTES\">网易</a>下跌24.6%。</p><h2 id=\"id_3301782319\">新规如何影响游戏产业？</h2><p>梳理《办法》后，发现它首先影响的腰尾部游戏厂商，其次才是头部大厂。</p><p>具体而言，《办法》第十八条中指出，网络游戏不得设置每日登录、首次充值、连续充值等诱导性奖励。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示。</p><p>前者几乎覆盖国内所有采用GaaS模式的游戏产品，后者则着重针对高ARPU产品，比如以“类传奇”为首的MMO游戏与SLG游戏。</p><p>简而言之，这一条着重针对的是游戏的To C收入。这对于无法做出大DAU，只能把精力与资源放在高ARPU游戏的腰尾部游戏厂商而言会造成明显影响。小厂的游戏，多半采用都是“100个零氪玩家+10个小氪玩家+1个重氪玩家”模式，然后通过增设服务器来完成模式的复制粘贴，以此完成盈利目标。如若限消，这些产品的盈利能力将大打折扣。</p><p>相较于腰尾部厂商，头部大厂IP储备更加丰富，强大的导流能力使其拥有高DAU产品矩阵。在创收方面，他们并不单纯依赖玩家付费，To B收入同样也是重要一环。据项目经手人员透露，腾讯旗下战术竞技类手游《和平精英》的品牌联动报价基本皆在百万级别以上。</p><p><img alt=\"\" src=\"https://static.tigerbbs.com/48e7efc00bc344ffb2a9d0a72d50eb80\"/>图源：和平精英官博</p><p>在《办法》中，可能会对头部大厂造成明显影响的是第二十五条，同一企业不得同时经营网络游戏币发放和网络游戏币交易服务。然网易旗下的虚拟道具交易平台“藏宝阁”，正是其游戏营销业务中的重要组成部分。</p><p>“藏宝阁”是网易热门游戏IP《梦幻西游》的衍生产物，自2008年起正式成立。在“藏宝阁”，玩家可以交易游戏中的虚拟道具与游戏账号，并直接以人民币结算。</p><p>在“藏宝阁”的加持下，《梦幻西游》成为部分“平民”玩家的一种谋生手段，而手头富裕的氪金玩家则可借此节省体验游戏的时间成本，平台从每笔交易中抽佣，三方受益，共同为《梦幻西游》打造出稳定的经济生态。</p><p>据数据网站Magic公布的2022年全球手游收入榜单显示，《梦幻西游》手游版全年营收约为6亿美元。作为网易旗下最赚钱的游戏，《梦幻西游》系列每年能为网易带来接近200亿元营收。</p><p><img alt=\"\" src=\"https://static.tigerbbs.com/dc9c25e1c73c444f9e2badbec19f89be\"/>图源：梦幻西游电脑版官博</p><p>发展至今，“藏宝阁”已经从《梦幻西游》的”定海神针“蜕变成网易全平台虚拟道具交易平台，其目前共计覆盖网易旗下18款端游与27款手游。因此”藏宝阁“的运营是否保持顺畅，与网易游戏板块营收存在直接关联。</p><p>对于《办法》第二十五条中所指的“同一企业”是否可以通过注册子公司来进行规避，目前尚不得知，有待进一步观察。</p><p>除上述部分外，《办法》还对游戏测试与小程序游戏作出调整指示。如第二十一条【技术测试规范】指出，网络游戏限额测试用户不得超过2万，测试用户资料做删档处理。</p><p>过去部分游戏公司会在游戏内测后期开启不删档内测，并在公测后对玩家的内测充值提供返利。如此做法一是为了提升用户转化，二是基于版号发放情况去做风险对冲。但随着《办法》出台，这条路从此将被堵死。</p><p>另外，成为今年游戏行业热点的小程序游戏同样也将得到进一步监管。《办法》第六十三条提出，对无故事情节、玩法简单、无充值消费的国产小程序网络游戏的管理，由国家出版主管部门根据《出版管理条例》及本办法的原则另行规定。</p><p>据《2023中国游戏产业报告》显示，2023年国内小程序游戏市场收入200亿元，同比增长300%。营收飞速增长的背后，是买量投放的大肆泛滥，许多用户曾对此感到十分困扰。在小程序游戏这一细分品类的监管力度加强后，这种情况或将出现改善。</p><h2 id=\"id_3538806541\">游戏厂商如何应对？</h2><p>据不完全统计，目前已有包括恺英网络、三七互娱、姚记科技、<a href=\"https://laohu8.com/S/002168\">惠程科技</a>等十余家上市游戏概念公司就《办法》作出回应。</p><p>资本市场，A股方面的恺英网络最先对该新规做出相应回应。恺英网络表示，目前对公司经营没有实质性影响。公司将认真学习研究、积极跟进反馈。</p><p>另外，知名游戏宣发平台<a href=\"https://laohu8.com/S/02400\">心动公司</a>表示将积极配合新规落地，旗下自研产品从不依赖首充返利、每日签到等强运营手段。公司将充分落实新规精神和具体措施，共同促进行业健康发展。</p><p>作为全球最大的游戏厂商之一，腾讯游戏方面亦做出表示。</p><p>22日下午，腾讯游戏副总裁张巍称：“自从2021年未保新规发布以来，腾讯一直严格贯彻落实管理要求，目前未成年人的游戏时<a href=\"https://laohu8.com/S/00001\">长和</a>消费数据都处于历史最低水平。新的管理办法征求意见稿对于游戏的商业模式，运营节奏等关键要素并无本质改变。监管部门发布新的管理办法征求意见稿向业界、社会充分征求意见，相信更有利于游戏行业的有序，健康发展。腾讯游戏将继续坚持技术创新，文化引领的精品战略，在主管部门的支持下，践行中国游戏产业的高质量发展。”</p><p>今日港股收盘后，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布公告表示今日已回购约359万股股份，共计耗资约10.01亿港元，价格区间在263.8港元—317港元。</p><p>网易这边，其港股收盘于122.0港元每股后，公司市值今日总计蒸发约1281.56亿港元。对于《办法》，网易目前没有作出回应。</p><p>除了回应资本市场的声音之外，已经有游戏公司迅速在玩法上做出相应调整。</p><p>《办法》目前虽然还只是在征求意见阶段，但它已经开始对即将发行的产品造成影响。据《第一财经》报道，今日发布的一款游戏因“每日签到”和部分其它设定与《办法》要求不符，因此该游戏的制作公司正在加班修改。</p><h2 id=\"id_1160895653\">潜在利好的因素在哪里？</h2><p>事实上，从2021年8月发布的《关于进一步严格管理切实防止未成年人沉迷网络游戏的通知》，到今年10月发布的《未成年人网络保护条例》，再到今天的《网络游戏管理办法（草案征求意见稿）》，可以明显看出，对于游戏行业，监管部门的态度始终保持从紧从严。</p><p>这份态度的背后，代表的是我国游戏行业发展趋势的转变。随着人口红利的降低与玩家付费习惯的培养，“游戏精品化”的呼声变得愈发明显，同质化严重的劣质产品开始逐渐被时代抛弃，且这一淘汰进程正在变得越来越快。</p><p>面对这一趋势，腾讯公司高级副总裁马晓轶在2023年腾讯游戏发布会上就曾表示：“腾讯游戏正在从一家平台型公司向产品型公司转变。”</p><p>在今年TGA上，腾讯公布旗下新作《最后的哨兵》。据负责该项目制作的光子工作室透露，这将会是该工作室的首款3A级开放世界游戏。外加上投资游戏科学所在研发中的《黑神话·悟空》，未来几年腾讯即将迎来两款3A大作。</p><p><img alt=\"\" src=\"https://static.tigerbbs.com/41b6e5a46853429aa403dc186e108b01\"/>《最后的哨兵》概念图，图源：《最后的哨兵》官方X账号</p><p>从今日《办法》公布的内容上来看，如若日后《办法》正式落实执行，那么它将对游戏产品的留存与转化带来严峻挑战，从而推动游戏厂商在内容与运营上投入更多的精力与资源来获取用户更高的付费频率与更加长远的游戏生命周期。站在长期主义角度上看待此事，这对于游戏行业亦是利好。</p><p>另外，经历过一下午的动荡之后，“鸽派”声音终于传来。据澎湃透露，中国音数协会游戏工委内部人士表示：“既然是征求意见稿，表明目前阶段各界均可畅所欲言，以使其切实可行，更为完善。”由此看来，最终的结果或许并没有外界所想象的那么糟糕。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/258cbe49ca2c94e8caf47fae8b559f6d","relate_stocks":{"BILI":"哔哩哔哩","NTES":"网易","00700":"腾讯控股"},"source_url":"https://www.tmtpost.com/6849233.html?rss=laohu8","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393418360","content_text":"作者｜吴一枭12月22日，国家新闻出版署起草《网络游戏管理办法（草案征求意见稿）》（以下简称《办法》），现向社会公开征求意见。《办法》中就网络游戏运营提出多项整改指示，涵盖游戏内容、用户消费、游戏币发放交易、虚拟道具抽取等多个领域。图源：国家新闻出版署受此影响，A股与港股游戏板块出现大幅下跌。截至收盘，A股方面三七互娱、恺英网络、姚记科技、电魂网络等集体跌停，港股方面哔哩哔哩下跌9%，腾讯下跌12%，网易下跌24.6%。新规如何影响游戏产业？梳理《办法》后，发现它首先影响的腰尾部游戏厂商，其次才是头部大厂。具体而言，《办法》第十八条中指出，网络游戏不得设置每日登录、首次充值、连续充值等诱导性奖励。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示。前者几乎覆盖国内所有采用GaaS模式的游戏产品，后者则着重针对高ARPU产品，比如以“类传奇”为首的MMO游戏与SLG游戏。简而言之，这一条着重针对的是游戏的To C收入。这对于无法做出大DAU，只能把精力与资源放在高ARPU游戏的腰尾部游戏厂商而言会造成明显影响。小厂的游戏，多半采用都是“100个零氪玩家+10个小氪玩家+1个重氪玩家”模式，然后通过增设服务器来完成模式的复制粘贴，以此完成盈利目标。如若限消，这些产品的盈利能力将大打折扣。相较于腰尾部厂商，头部大厂IP储备更加丰富，强大的导流能力使其拥有高DAU产品矩阵。在创收方面，他们并不单纯依赖玩家付费，To B收入同样也是重要一环。据项目经手人员透露，腾讯旗下战术竞技类手游《和平精英》的品牌联动报价基本皆在百万级别以上。图源：和平精英官博在《办法》中，可能会对头部大厂造成明显影响的是第二十五条，同一企业不得同时经营网络游戏币发放和网络游戏币交易服务。然网易旗下的虚拟道具交易平台“藏宝阁”，正是其游戏营销业务中的重要组成部分。“藏宝阁”是网易热门游戏IP《梦幻西游》的衍生产物，自2008年起正式成立。在“藏宝阁”，玩家可以交易游戏中的虚拟道具与游戏账号，并直接以人民币结算。在“藏宝阁”的加持下，《梦幻西游》成为部分“平民”玩家的一种谋生手段，而手头富裕的氪金玩家则可借此节省体验游戏的时间成本，平台从每笔交易中抽佣，三方受益，共同为《梦幻西游》打造出稳定的经济生态。据数据网站Magic公布的2022年全球手游收入榜单显示，《梦幻西游》手游版全年营收约为6亿美元。作为网易旗下最赚钱的游戏，《梦幻西游》系列每年能为网易带来接近200亿元营收。图源：梦幻西游电脑版官博发展至今，“藏宝阁”已经从《梦幻西游》的”定海神针“蜕变成网易全平台虚拟道具交易平台，其目前共计覆盖网易旗下18款端游与27款手游。因此”藏宝阁“的运营是否保持顺畅，与网易游戏板块营收存在直接关联。对于《办法》第二十五条中所指的“同一企业”是否可以通过注册子公司来进行规避，目前尚不得知，有待进一步观察。除上述部分外，《办法》还对游戏测试与小程序游戏作出调整指示。如第二十一条【技术测试规范】指出，网络游戏限额测试用户不得超过2万，测试用户资料做删档处理。过去部分游戏公司会在游戏内测后期开启不删档内测，并在公测后对玩家的内测充值提供返利。如此做法一是为了提升用户转化，二是基于版号发放情况去做风险对冲。但随着《办法》出台，这条路从此将被堵死。另外，成为今年游戏行业热点的小程序游戏同样也将得到进一步监管。《办法》第六十三条提出，对无故事情节、玩法简单、无充值消费的国产小程序网络游戏的管理，由国家出版主管部门根据《出版管理条例》及本办法的原则另行规定。据《2023中国游戏产业报告》显示，2023年国内小程序游戏市场收入200亿元，同比增长300%。营收飞速增长的背后，是买量投放的大肆泛滥，许多用户曾对此感到十分困扰。在小程序游戏这一细分品类的监管力度加强后，这种情况或将出现改善。游戏厂商如何应对？据不完全统计，目前已有包括恺英网络、三七互娱、姚记科技、惠程科技等十余家上市游戏概念公司就《办法》作出回应。资本市场，A股方面的恺英网络最先对该新规做出相应回应。恺英网络表示，目前对公司经营没有实质性影响。公司将认真学习研究、积极跟进反馈。另外，知名游戏宣发平台心动公司表示将积极配合新规落地，旗下自研产品从不依赖首充返利、每日签到等强运营手段。公司将充分落实新规精神和具体措施，共同促进行业健康发展。作为全球最大的游戏厂商之一，腾讯游戏方面亦做出表示。22日下午，腾讯游戏副总裁张巍称：“自从2021年未保新规发布以来，腾讯一直严格贯彻落实管理要求，目前未成年人的游戏时长和消费数据都处于历史最低水平。新的管理办法征求意见稿对于游戏的商业模式，运营节奏等关键要素并无本质改变。监管部门发布新的管理办法征求意见稿向业界、社会充分征求意见，相信更有利于游戏行业的有序，健康发展。腾讯游戏将继续坚持技术创新，文化引领的精品战略，在主管部门的支持下，践行中国游戏产业的高质量发展。”今日港股收盘后，腾讯控股发布公告表示今日已回购约359万股股份，共计耗资约10.01亿港元，价格区间在263.8港元—317港元。网易这边，其港股收盘于122.0港元每股后，公司市值今日总计蒸发约1281.56亿港元。对于《办法》，网易目前没有作出回应。除了回应资本市场的声音之外，已经有游戏公司迅速在玩法上做出相应调整。《办法》目前虽然还只是在征求意见阶段，但它已经开始对即将发行的产品造成影响。据《第一财经》报道，今日发布的一款游戏因“每日签到”和部分其它设定与《办法》要求不符，因此该游戏的制作公司正在加班修改。潜在利好的因素在哪里？事实上，从2021年8月发布的《关于进一步严格管理切实防止未成年人沉迷网络游戏的通知》，到今年10月发布的《未成年人网络保护条例》，再到今天的《网络游戏管理办法（草案征求意见稿）》，可以明显看出，对于游戏行业，监管部门的态度始终保持从紧从严。这份态度的背后，代表的是我国游戏行业发展趋势的转变。随着人口红利的降低与玩家付费习惯的培养，“游戏精品化”的呼声变得愈发明显，同质化严重的劣质产品开始逐渐被时代抛弃，且这一淘汰进程正在变得越来越快。面对这一趋势，腾讯公司高级副总裁马晓轶在2023年腾讯游戏发布会上就曾表示：“腾讯游戏正在从一家平台型公司向产品型公司转变。”在今年TGA上，腾讯公布旗下新作《最后的哨兵》。据负责该项目制作的光子工作室透露，这将会是该工作室的首款3A级开放世界游戏。外加上投资游戏科学所在研发中的《黑神话·悟空》，未来几年腾讯即将迎来两款3A大作。《最后的哨兵》概念图，图源：《最后的哨兵》官方X账号从今日《办法》公布的内容上来看，如若日后《办法》正式落实执行，那么它将对游戏产品的留存与转化带来严峻挑战，从而推动游戏厂商在内容与运营上投入更多的精力与资源来获取用户更高的付费频率与更加长远的游戏生命周期。站在长期主义角度上看待此事，这对于游戏行业亦是利好。另外，经历过一下午的动荡之后，“鸽派”声音终于传来。据澎湃透露，中国音数协会游戏工委内部人士表示：“既然是征求意见稿，表明目前阶段各界均可畅所欲言，以使其切实可行，更为完善。”由此看来，最终的结果或许并没有外界所想象的那么糟糕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":5352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254923398979656,"gmtCreate":1703250647843,"gmtModify":1703250648878,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"htmlText":"<a 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版署还我钱来[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254923398979656","isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254856769499400,"gmtCreate":1703231870556,"gmtModify":1703231872113,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"htmlText":"监管太多，饶了股市吧","listText":"监管太多，饶了股市吧","text":"监管太多，饶了股市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254856769499400","isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214892923433232,"gmtCreate":1693474801064,"gmtModify":1693474802112,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"htmlText":"<a 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上市九年了，股价一年比一年低，还要等几年？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214892923433232","isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661260216,"gmtCreate":1663943939835,"gmtModify":1663943942603,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"htmlText":"骗人吧？","listText":"骗人吧？","text":"骗人吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661260216","repostId":"2269486987","repostType":2,"repost":{"id":"2269486987","kind":"news","pubTimestamp":1663912740,"share":"https://www.laohu8.com/m/news/2269486987?lang=&edition=full","pubTime":"2022-09-23 13:59","market":"hk","language":"zh","title":"2022新浪财经港美股最具投资价值上市公司出炉：天齐锂业、联想集团上榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2269486987","media":"新浪财经","summary":"9月23日，由新浪财经主办，证券日报作为战略合作媒体，合力打造的2022新浪财经海外投资峰会盛大开幕，本次论坛有幸邀请到纳斯达克、新交所、香港贸发局等机构的代表致辞，并邀请了包括沈明高、肖耿、韩竹、陶冬、姚远、张忆东 、梁文涛、黄亮等海内外知名学者、经济学家等共聚于此，眼观全球局势，紧扣市场脉搏，探讨大湾区机遇，碰撞智慧火花，为投资者奉上了一场财富盛宴。","content":"<html><body><div>\n<p>　　9月23日，由新浪财经主办，证券日报作为战略合作媒体，合力打造的2022新浪财经海外投资峰会盛大开幕，本次论坛有幸邀请到纳斯达克、新交所、香港贸发局等机构的代表致辞，并邀请了包括沈明高、肖耿、韩竹、陶冬、姚远、张忆东 、梁文涛、黄亮等海内外知名学者、经济学家等共聚于此，眼观全球局势，紧扣市场脉搏，探讨大湾区机遇，碰撞智慧火花，为投资者奉上了一场财富盛宴。</p>\n<p>　　面对全球应对滞胀的新环境，清洁能源和新能源车为代表的能源科技创新是时代的机会，而中央对房地产市场的定调，更加凸显了我国经济向高质量发展转型、不走老路的大趋势。面对时代的大趋势，谁才是浪潮的宠儿，什么样的企业才能行稳致远？</p>\n<p>　　特此，由新浪财经主办的2022年<a href=\"https://laohu8.com/S/603586\">金麒麟</a>海外投资峰会暨港美股最佳上市公司评选隆重启动，本次活动将通过企业自荐、财务模型筛选等多重方式进行初步筛选，然后筛选出较为优秀的近千家公司，从而 纳入网络投票池，进行全网投票，最终综合财务指标、网络投票，得出最终得分，票选出港美股上市公司及机构12项大奖。</p>\n<p>　　荣获2022新浪财经港美股最具投资价值上市公司的有：</p>\n<p>　　<span><a href=\"https://laohu8.com/S/600958\">东方证券</a></span><span></span> 03958.HK</p>\n<p>　　<span><a href=\"https://laohu8.com/S/00855\">中国水务</a></span><span></span> 00855.HK</p>\n<p>　　<span><a href=\"https://laohu8.com/S/002466\">天齐锂业</a></span><span></span> 09696.HK</p>\n<p>　　<span><a href=\"https://laohu8.com/S/03933\">联邦制药</a></span><span></span> 03933.HK</p>\n<p>　　<span><a href=\"https://laohu8.com/S/00992\">联想集团</a></span><span></span> 00992.HK</p>\n<p>　　<span><a href=\"https://laohu8.com/S/688236\">春立医疗</a></span><span></span> 01858.HK</p>\n<p>　　<span><a href=\"https://laohu8.com/S/00354\">中国软件国际</a></span><span></span> 00354.HK</p>\n<p>　　<span><a href=\"https://laohu8.com/S/601088\">中国神华</a></span><span></span> 01088.HK</p>\n<p>　　<span><a href=\"https://laohu8.com/S/03738\">阜博集团</a></span><span></span> 03738.HK</p>\n<p>　　<span><a href=\"https://laohu8.com/S/09979\">绿城管理控股</a></span><span></span> 09979.HK</p>\n<div><img src=\"http://n.sinaimg.cn/default/transform/225/w550h1275/20220923/cde0-ce5f3f84bebd60d7f5be5c0b30da9ddc.jpg\"/><span></span></div>\n<div>\n<span>炒股开户享福利，入金抽188元红包，100%中奖！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张海营 </p>\n</div></body></html>","source":"sina","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>2022新浪财经港美股最具投资价值上市公司出炉：天齐锂业、联想集团上榜</title>\n<style 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href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-09-23/doc-imqmmtha8444195.shtml?finpagefr=p_115\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0182":"小金属","SINA":"新浪","BK0197":"中小创蓝筹","00992":"联想集团","002466":"天齐锂业","BK0155":"锂电池","BK0028":"国家队","BK1607":"新IT概念","09696":"天齐锂业","BK0233":"有色加工","BK0183":"MSCI概念","BK1193":"电脑硬件、储存设备及电脑周边","BK1129":"特种化学制品","BK1526":"科网股","BK0196":"行业龙头","BK0077":"质押式回购"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-09-23/doc-imqmmtha8444195.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2269486987","content_text":"9月23日，由新浪财经主办，证券日报作为战略合作媒体，合力打造的2022新浪财经海外投资峰会盛大开幕，本次论坛有幸邀请到纳斯达克、新交所、香港贸发局等机构的代表致辞，并邀请了包括沈明高、肖耿、韩竹、陶冬、姚远、张忆东 、梁文涛、黄亮等海内外知名学者、经济学家等共聚于此，眼观全球局势，紧扣市场脉搏，探讨大湾区机遇，碰撞智慧火花，为投资者奉上了一场财富盛宴。\n　　面对全球应对滞胀的新环境，清洁能源和新能源车为代表的能源科技创新是时代的机会，而中央对房地产市场的定调，更加凸显了我国经济向高质量发展转型、不走老路的大趋势。面对时代的大趋势，谁才是浪潮的宠儿，什么样的企业才能行稳致远？\n　　特此，由新浪财经主办的2022年金麒麟海外投资峰会暨港美股最佳上市公司评选隆重启动，本次活动将通过企业自荐、财务模型筛选等多重方式进行初步筛选，然后筛选出较为优秀的近千家公司，从而 纳入网络投票池，进行全网投票，最终综合财务指标、网络投票，得出最终得分，票选出港美股上市公司及机构12项大奖。\n　　荣获2022新浪财经港美股最具投资价值上市公司的有：\n　　东方证券 03958.HK\n　　中国水务 00855.HK\n　　天齐锂业 09696.HK\n　　联邦制药 03933.HK\n　　联想集团 00992.HK\n　　春立医疗 01858.HK\n　　中国软件国际 00354.HK\n　　中国神华 01088.HK\n　　阜博集团 03738.HK\n　　绿城管理控股 09979.HK\n\n\n炒股开户享福利，入金抽188元红包，100%中奖！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张海营","news_type":1},"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663409250,"gmtCreate":1663312478470,"gmtModify":1663312484887,"author":{"id":"3493463570621632","authorId":"3493463570621632","name":"虎咪","avatar":"https://static.tigerbbs.com/67b5bbe388ed95780c7fc441067b6c60","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493463570621632","idStr":"3493463570621632"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03396\">$联想控股(03396)$</a>为什么不回购呀！","listText":"<a 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