这不是豆的个人主页 - 老虎社区

这不是豆

这不是豆

倔强的韭菜！！

IP属地：湖北

16关注

115粉丝

0主题

0勋章

2021-10-13

我党万岁[得意] [得意]

抱歉，原内容已删除

2021-06-29

站牛的人千万别多起来了，多起来我就慌了[害羞]

抱歉，原内容已删除

2021-05-24

谢谢虎妞 [害羞] [害羞]

@小虎活动:【发奖】你猜中了美团！

2020-12-29

$小米集团-W(01810)$哈哈哈，雷军这一波营销可以啊[笑哭] [笑哭]

2020-12-03

$Palantir Technologies Inc.(PLTR)$不是，咋不能做空阿，这不成了庄自己玩吗，我感觉有点危险[呆住] [呆住]

2020-11-25

$小鹏汽车(XPEV)$我傻了，真的，傻的很彻底，谁能猜到今天收盘是跌还是涨[无语] [无语] [无语]

2020-11-23

$逸仙电商(YSG)$给我一种短期可以看到35的错觉[冷漠] [冷漠]

2020-11-20

$蔚来(NIO)$不讲股德阿，快回35让我上车阿[愤怒] [愤怒]

2020-11-13

$小鹏汽车(XPEV)$高开低走，是不是准备跳水了

2020-11-13

$小鹏汽车(XPEV)$估计把理想和蔚来的财报利好都出尽了，明天极大概率是坑，大家注意好风险管控，别太贪婪，到时候小心一无所有

2020-11-12

$小鹏汽车(XPEV)$财报好就跳水，财报一般就起飞[捂脸] [捂脸]

2020-11-12

牛逼

腾讯第三季度净利润385.4亿元，同比大增89%

2020-11-12

酒香四溢哈哈哈哈[笑哭] [笑哭] [笑哭] [笑哭]

市场综述：科技股集体回血！A股“酒香四溢”

2020-11-10

$嘉年华邮轮(CCL)$阿这，开盘会跳水吗[微笑]

2020-11-06

$AMD(AMD)$看到这么多人看空，我就知道你不会就这么简单[害羞]

2020-11-03

$Zoom(ZM)$好多人看空阿，看来一时半会不会跌下去了[害羞]

2020-10-30

$蔚来(NIO)$买蔚来，享未来[真香] [真香]

2020-10-28

$拼多多(PDD)$大震荡还能这么稳，牛逼

2020-10-23

$拼多多(PDD)$阿这，我为啥看不到盘前交易，难道pdd今天盘前没有交易吗[无语]

2020-07-31

这是要干嘛，真就国产电动三剑客呗[笑哭] [笑哭]

抱歉，原内容已删除

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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304130323","isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304104191,"gmtCreate":1605170561213,"gmtModify":1703836514878,"author":{"id":"3494320917572849","authorId":"3494320917572849","name":"这不是豆","avatar":"https://static.tigerbbs.com/21f730d0401f77357d9a72f863922117","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494320917572849","authorIdStr":"3494320917572849"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304104191","repostId":"1161916664","repostType":4,"repost":{"id":"1161916664","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":1605169971,"share":"https://www.laohu8.com/m/news/1161916664?lang=&edition=full","pubTime":"2020-11-12 16:32","market":"hk","language":"zh","title":"腾讯第三季度净利润385.4亿元，同比大增89%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161916664","media":"老虎资讯综合","summary":"腾讯发布2020年第三季度财务报告。","content":"<p>11月12日港股盘后，<a href=\"https://laohu8.com/S/00700\">腾讯</a>发布2020年第三季度财务报告。财报显示：</p><ul><li><b>第三季度营收1254.5亿元，市场预期1242.51亿元，去年同期972.36亿元。</b></li><li><b>第三季度净利润385.4亿元，市场预期308.1亿元，去年同期203.82亿元.</b></li><li>第三季度腾讯微信及WECHAT的月活跃帐户12.1亿，市场预估12.1亿。</li><li>第三季度腾讯QQ智能终端月活跃账户数为6.17亿，同比减少5.5%。</li></ul><p><img src=\"https://static.tigerbbs.com/c32f4770c2ff55c8213c1d3593f5bd6d\" tg-width=\"657\" tg-height=\"495\"></p><p><b>分业务情况：</b></p><p><b>增值服务业务第三季的收入同比增长38%至人民币698.02亿元。</b></p><p>网络游戏收入增长45%至人民币414.22亿元。该项增长主要由包括《和平精英》及《王者荣耀》在内的国内及海外智能手机游戏的收入增长所推动。第三季，智能手机游戏收入总额（包括归属于我们社交网络业务的智能手机游戏收入）及个人计算机客户端游戏收入分别为人民币391.73亿元及人民币116.31亿元。</p><p>社交网络收入增长29%至人民币283.80亿元。该项增长反映来自虎牙直播服务、视频会员服务及音乐会员服务等数字内容服务以及游戏虚拟道具销售的收入贡献。</p><p><b>金融科技及企业服务业务2020年第三季的收入同比增长24%至人民币332.55亿元。</b></p><p>该项增长主要来自商业支付及理财平台的收入增长，而企业服务收入的增长放缓，此乃因疫情对线下项目发展及新合同签订的后续影响，以及若干IaaS合同的非经常性调整所致。</p><p><b>网络广告业务2020年第三季的收入同比增长16%至人民币213.51亿元</b>，</p><p>受益于我们基于算法的广告投放解决方案被更广泛地采用，同时来自教育、互联网服务及电子商务平台等行业需求的快速增长，以及房地产与汽车等行业需求的复苏。</p><p><img src=\"https://static.tigerbbs.com/3ccec66ce2829163d3efe60c5b023cb1\" tg-width=\"625\" tg-height=\"310\"></p><p><b>其他主要财务信息</b></p><p>EBITDA 为人民币450.55亿元，同比增加27%。经调整的EBITDA为人民币478.49亿元，同比增加26%。</p><p>资本开支为人民币86.84亿元，同比增加31%。</p><p>自由现金流*为人民币281.27亿元，同比持平。</p><p>于二零二零年九月三十日，本公司的现金净额为人民币63.63亿元。我们于上市投资公司(不包括附属公司)权益的公允价值合共为人民币8,907.30亿元。于二零二零年六月三十日，我们于上市投资公司(不包括附属公司)权益的公允价值合共为人民币7,262.44亿元。</p><p><b>经营数据</b></p><p><img src=\"https://static.tigerbbs.com/9e103c2f963f10f05f6f6597ad1de42e\" tg-width=\"746\" tg-height=\"226\"></p><p><b>业务回顾及展望</b></p><p><b>通信及社交</b></p><p>微信方面，我们将微信支付界面内的常用服务重新分类为四大垂直类别，分别为金融理财、生活服务、交通出行及购物消费，令用户更便捷使用相关服务。在交通出行的类别，我们让车主触达一系列汽车服务，例如洗车、购买汽车保险，以及让一般用户获得如乘车码及查询公共交通班次等公共交通服务。我们已将出行服务的覆盖范围扩大至中国十个省份及直辖市。此外，我们也通过加强微信内场景的相互联动来提高用户发现内容及服务的效率，例如让用户可在对话框中长按信息内的字词以直接进行搜索，从而查找小程序、公众号及朋友圈的相关内容及服务。用户也可以在朋友圈发帖时加入话题标签，其朋友可在点击话题标签后获取公众号、视频信息流及H5页面的搜寻结果。</p><p>在QQ聊天及群聊中，我们让用户可以在视频聊天的同时一起观看腾讯视频的内容、与朋友一起在对战模式小游戏中互相比拼，以及利用线上协作工具腾讯文档同步编辑小组作业。QQ推出“小世界”视频及图片信息流服务，增加了QQ对年轻用户的吸引力。通过“小世界”，我们鼓励内容提供者创作视频及图片内容，并分享至QQ内其好友以外的社交圈。我们根据QQ用户的兴趣图谱在“小世界”向他们推荐具吸引力的内容，让用户可探索更多内容及社群。在以上功能的推动下，加上实时视频通话的需求自疫情爆发以来有所增加，QQ每日人均使用时长同比增长了十几个百分点。</p><p><b>网络游戏</b></p><p>中国及国际市场的付费用户增长健康，带动我们的网络游戏收入同比增长。智能手机游戏方面，《王者荣耀》庆祝五周年之际，二零二零年首十个月的平均日活跃账户数超过1亿。自我们于二零一五年推出此游戏以来，通过持续创新及以用户为本的运营，加上强劲的技术基础设施作为后盾，我们扩大了《王者荣耀》的用户基础。我们将会推出以《王者荣耀》故事为蓝本的两款新游戏、一部动画剧及一部电视剧，以发挥此自制IP的潜力。在《王者荣耀》等知名游戏吸引关注的同时，知名度较低的游戏也为我们的游戏业务增长作出稳定的贡献。例如，《火影忍者》是我们根据流行动漫IP自研的游戏，即使已运营了四年多，近期仍可成为中国最热门的格斗游戏之一，日活跃账户数及收入均创新高。这说明我们的团队在不断改进游戏方面取得成功，例如优化备受欢迎的PvP游戏模式。新游戏方面，我们相信《天涯明月刀手游》是二零二零年在中国新推出最成功的大型多人在线角色扮演游戏;根据AppAnnie，我们的战斗竞技场游戏《英雄联盟：激斗峡谷》目前在各上线地区的下载量均名列前茅。</p><p>我们积极看待个人电脑端游戏的机会，因为我们主要游戏的IP及影响力仍然非常强劲。《英雄联盟》推出了大型主题活动“绽灵节”，并配合在游戏内推出了全新的英雄角色、皮肤及活动通行证。最近在上海举行的《英雄联盟全球总决赛》吸引全球大量观众收看。《穿越火线》游戏改编的同名电视剧本季在腾讯视频播放，获得高度评价，我们也在游戏内发布了与电视剧结合的新游戏模式及皮肤，激活了此游戏的人气及再次提升商业化。《Valorant》成为战术射击游戏的爆款，在Twitch上广受关注。</p><p><b>数字内容</b></p><p>我们的收费增值服务账户数同比增长25%至2.13亿，主要来自视频及音乐内容服务会员数的增长。视频服务会员数同比增长20%至1.2亿，我们的自制电视剧及动画片，如《三十而已》、《锦绣南歌》及《斗罗大陆第三季》等，吸引了不少付费用户。在夏季促销活动中，我们成功将试用会员转化为常规视频会员。受惠于付费曲库的扩充及留存率提升，音乐服务会员数同比增长46%至约5,200万。</p><p><b>网络广告</b></p><p>中国整体广告活动在疫情后似乎已大致恢复正常，尽管仍有少数行业(如旅游业)表现滞后，广告主行为亦有重大变化(如转向定向投放的广告，以及视频形式的广告)。基于这些转变，加上我们本身的计划，有助于我们逐步扩大在中国广告市场的业务，以及为他们提供更相关的解决方案。按类别划分，来自教育、互联网服务及电子商务平台等行业的广告开支在疫情期间迅速增长，并在本季保持强劲的同比增长。汽车及房地产等周期性类别的广告开支同比上升。在疫情期间，金融服务及必需消费品等广告主开支曾经下跌，在本季已经恢复到去年同期水平。此外，我们在内部升级了广告投放解决方案的算法，为广告主提供更高的转化率，吸引广告主增加了在腾讯广告的预算份额。我们亦在休闲游戏应用、电竞赛事及直播平台提供更多广告库存。</p><p>社交及其他广告方面，在曝光率及eCPM上升的带动下，微信广告收入同比增长稳健。由于广告主对我们的视频形式广告(如激励视频广告)反应良好，移动广告联盟收入同比增长迅速。</p><p>媒体广告方面，收入同比降幅放缓至负1%。我们通过自制的综艺节目(如《明日之子第四季》)及电视剧(如《三十而已》)吸引赞助商广告。</p><p><b>金融科技</b></p><p>金融科技业务的收入仍保持与前几季相当的健康增速，主要是由于商业支付及理财平台业务持续扩张，而社交支付及小额贷款业务则保持温和增长。我们的商业支付日活跃账户数及单个用户的交易额同比增长强劲，令我们的总支付金额同比增长超过30%，这主要是由于我们在线下交易的渗透率上升，以及小程序在杂货及服装等零售类别的交易增加。</p><p>我们的理财平台客户同比增加超过50%，其资产保有量亦有相当增幅。我们相信理财通在我们支付用户中的渗透率仍然偏低，我们正致力通过投资者教育计划及增加产品种类等长期举措，适度地进一步扩大理财平台的客户基础。</p><p><b>云及其他企业服务</b></p><p>于本季，疫情对云及其他企业服务收入仍然存留影响，导致项目交付及新合同签署有所延误，若干IaaS合同亦须进行非经常性调整。因此，收入同比增长率较前几季放缓，我们预计这只是短暂的影响。</p><p>我们注意到，金融、医疗保健及互联网服务客户对PaaS解决方案(尤其是与安全相关的PaaS)的需求不断增长。此外，我们升级了企业生产力SaaS工具包，其中包含企业微信、腾讯会议及腾讯文档等三款标志性产品。越来越多客户采用企业微信作为工作上的沟通工具，使其日活跃账户数同比增长超过100%。我们的视频通信解决方案腾讯会议已有超过1亿注册用户。今年九月，我们发布了腾讯会议的企业版本，增强了网络研讨会、同声传译及连接企业原有会议室系统等功能。我们将云端文档处理工具腾讯文档与其他腾讯产品(包括QQ、QQ浏览器及我们的CRM SaaS产品)进一步整合。</p><p><img src=\"https://static.tigerbbs.com/bad3802fec8466630054cdd95be6651f\" tg-width=\"550\" tg-height=\"3403\"></p>","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>腾讯第三季度净利润385.4亿元，同比大增89%</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腾讯第三季度净利润385.4亿元，同比大增89%\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\">2020-11-12 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月12日港股盘后，<a href=\"https://laohu8.com/S/00700\">腾讯</a>发布2020年第三季度财务报告。财报显示：</p><ul><li><b>第三季度营收1254.5亿元，市场预期1242.51亿元，去年同期972.36亿元。</b></li><li><b>第三季度净利润385.4亿元，市场预期308.1亿元，去年同期203.82亿元.</b></li><li>第三季度腾讯微信及WECHAT的月活跃帐户12.1亿，市场预估12.1亿。</li><li>第三季度腾讯QQ智能终端月活跃账户数为6.17亿，同比减少5.5%。</li></ul><p><img src=\"https://static.tigerbbs.com/c32f4770c2ff55c8213c1d3593f5bd6d\" tg-width=\"657\" tg-height=\"495\"></p><p><b>分业务情况：</b></p><p><b>增值服务业务第三季的收入同比增长38%至人民币698.02亿元。</b></p><p>网络游戏收入增长45%至人民币414.22亿元。该项增长主要由包括《和平精英》及《王者荣耀》在内的国内及海外智能手机游戏的收入增长所推动。第三季，智能手机游戏收入总额（包括归属于我们社交网络业务的智能手机游戏收入）及个人计算机客户端游戏收入分别为人民币391.73亿元及人民币116.31亿元。</p><p>社交网络收入增长29%至人民币283.80亿元。该项增长反映来自虎牙直播服务、视频会员服务及音乐会员服务等数字内容服务以及游戏虚拟道具销售的收入贡献。</p><p><b>金融科技及企业服务业务2020年第三季的收入同比增长24%至人民币332.55亿元。</b></p><p>该项增长主要来自商业支付及理财平台的收入增长，而企业服务收入的增长放缓，此乃因疫情对线下项目发展及新合同签订的后续影响，以及若干IaaS合同的非经常性调整所致。</p><p><b>网络广告业务2020年第三季的收入同比增长16%至人民币213.51亿元</b>，</p><p>受益于我们基于算法的广告投放解决方案被更广泛地采用，同时来自教育、互联网服务及电子商务平台等行业需求的快速增长，以及房地产与汽车等行业需求的复苏。</p><p><img src=\"https://static.tigerbbs.com/3ccec66ce2829163d3efe60c5b023cb1\" tg-width=\"625\" tg-height=\"310\"></p><p><b>其他主要财务信息</b></p><p>EBITDA 为人民币450.55亿元，同比增加27%。经调整的EBITDA为人民币478.49亿元，同比增加26%。</p><p>资本开支为人民币86.84亿元，同比增加31%。</p><p>自由现金流*为人民币281.27亿元，同比持平。</p><p>于二零二零年九月三十日，本公司的现金净额为人民币63.63亿元。我们于上市投资公司(不包括附属公司)权益的公允价值合共为人民币8,907.30亿元。于二零二零年六月三十日，我们于上市投资公司(不包括附属公司)权益的公允价值合共为人民币7,262.44亿元。</p><p><b>经营数据</b></p><p><img src=\"https://static.tigerbbs.com/9e103c2f963f10f05f6f6597ad1de42e\" tg-width=\"746\" tg-height=\"226\"></p><p><b>业务回顾及展望</b></p><p><b>通信及社交</b></p><p>微信方面，我们将微信支付界面内的常用服务重新分类为四大垂直类别，分别为金融理财、生活服务、交通出行及购物消费，令用户更便捷使用相关服务。在交通出行的类别，我们让车主触达一系列汽车服务，例如洗车、购买汽车保险，以及让一般用户获得如乘车码及查询公共交通班次等公共交通服务。我们已将出行服务的覆盖范围扩大至中国十个省份及直辖市。此外，我们也通过加强微信内场景的相互联动来提高用户发现内容及服务的效率，例如让用户可在对话框中长按信息内的字词以直接进行搜索，从而查找小程序、公众号及朋友圈的相关内容及服务。用户也可以在朋友圈发帖时加入话题标签，其朋友可在点击话题标签后获取公众号、视频信息流及H5页面的搜寻结果。</p><p>在QQ聊天及群聊中，我们让用户可以在视频聊天的同时一起观看腾讯视频的内容、与朋友一起在对战模式小游戏中互相比拼，以及利用线上协作工具腾讯文档同步编辑小组作业。QQ推出“小世界”视频及图片信息流服务，增加了QQ对年轻用户的吸引力。通过“小世界”，我们鼓励内容提供者创作视频及图片内容，并分享至QQ内其好友以外的社交圈。我们根据QQ用户的兴趣图谱在“小世界”向他们推荐具吸引力的内容，让用户可探索更多内容及社群。在以上功能的推动下，加上实时视频通话的需求自疫情爆发以来有所增加，QQ每日人均使用时长同比增长了十几个百分点。</p><p><b>网络游戏</b></p><p>中国及国际市场的付费用户增长健康，带动我们的网络游戏收入同比增长。智能手机游戏方面，《王者荣耀》庆祝五周年之际，二零二零年首十个月的平均日活跃账户数超过1亿。自我们于二零一五年推出此游戏以来，通过持续创新及以用户为本的运营，加上强劲的技术基础设施作为后盾，我们扩大了《王者荣耀》的用户基础。我们将会推出以《王者荣耀》故事为蓝本的两款新游戏、一部动画剧及一部电视剧，以发挥此自制IP的潜力。在《王者荣耀》等知名游戏吸引关注的同时，知名度较低的游戏也为我们的游戏业务增长作出稳定的贡献。例如，《火影忍者》是我们根据流行动漫IP自研的游戏，即使已运营了四年多，近期仍可成为中国最热门的格斗游戏之一，日活跃账户数及收入均创新高。这说明我们的团队在不断改进游戏方面取得成功，例如优化备受欢迎的PvP游戏模式。新游戏方面，我们相信《天涯明月刀手游》是二零二零年在中国新推出最成功的大型多人在线角色扮演游戏;根据AppAnnie，我们的战斗竞技场游戏《英雄联盟：激斗峡谷》目前在各上线地区的下载量均名列前茅。</p><p>我们积极看待个人电脑端游戏的机会，因为我们主要游戏的IP及影响力仍然非常强劲。《英雄联盟》推出了大型主题活动“绽灵节”，并配合在游戏内推出了全新的英雄角色、皮肤及活动通行证。最近在上海举行的《英雄联盟全球总决赛》吸引全球大量观众收看。《穿越火线》游戏改编的同名电视剧本季在腾讯视频播放，获得高度评价，我们也在游戏内发布了与电视剧结合的新游戏模式及皮肤，激活了此游戏的人气及再次提升商业化。《Valorant》成为战术射击游戏的爆款，在Twitch上广受关注。</p><p><b>数字内容</b></p><p>我们的收费增值服务账户数同比增长25%至2.13亿，主要来自视频及音乐内容服务会员数的增长。视频服务会员数同比增长20%至1.2亿，我们的自制电视剧及动画片，如《三十而已》、《锦绣南歌》及《斗罗大陆第三季》等，吸引了不少付费用户。在夏季促销活动中，我们成功将试用会员转化为常规视频会员。受惠于付费曲库的扩充及留存率提升，音乐服务会员数同比增长46%至约5,200万。</p><p><b>网络广告</b></p><p>中国整体广告活动在疫情后似乎已大致恢复正常，尽管仍有少数行业(如旅游业)表现滞后，广告主行为亦有重大变化(如转向定向投放的广告，以及视频形式的广告)。基于这些转变，加上我们本身的计划，有助于我们逐步扩大在中国广告市场的业务，以及为他们提供更相关的解决方案。按类别划分，来自教育、互联网服务及电子商务平台等行业的广告开支在疫情期间迅速增长，并在本季保持强劲的同比增长。汽车及房地产等周期性类别的广告开支同比上升。在疫情期间，金融服务及必需消费品等广告主开支曾经下跌，在本季已经恢复到去年同期水平。此外，我们在内部升级了广告投放解决方案的算法，为广告主提供更高的转化率，吸引广告主增加了在腾讯广告的预算份额。我们亦在休闲游戏应用、电竞赛事及直播平台提供更多广告库存。</p><p>社交及其他广告方面，在曝光率及eCPM上升的带动下，微信广告收入同比增长稳健。由于广告主对我们的视频形式广告(如激励视频广告)反应良好，移动广告联盟收入同比增长迅速。</p><p>媒体广告方面，收入同比降幅放缓至负1%。我们通过自制的综艺节目(如《明日之子第四季》)及电视剧(如《三十而已》)吸引赞助商广告。</p><p><b>金融科技</b></p><p>金融科技业务的收入仍保持与前几季相当的健康增速，主要是由于商业支付及理财平台业务持续扩张，而社交支付及小额贷款业务则保持温和增长。我们的商业支付日活跃账户数及单个用户的交易额同比增长强劲，令我们的总支付金额同比增长超过30%，这主要是由于我们在线下交易的渗透率上升，以及小程序在杂货及服装等零售类别的交易增加。</p><p>我们的理财平台客户同比增加超过50%，其资产保有量亦有相当增幅。我们相信理财通在我们支付用户中的渗透率仍然偏低，我们正致力通过投资者教育计划及增加产品种类等长期举措，适度地进一步扩大理财平台的客户基础。</p><p><b>云及其他企业服务</b></p><p>于本季，疫情对云及其他企业服务收入仍然存留影响，导致项目交付及新合同签署有所延误，若干IaaS合同亦须进行非经常性调整。因此，收入同比增长率较前几季放缓，我们预计这只是短暂的影响。</p><p>我们注意到，金融、医疗保健及互联网服务客户对PaaS解决方案(尤其是与安全相关的PaaS)的需求不断增长。此外，我们升级了企业生产力SaaS工具包，其中包含企业微信、腾讯会议及腾讯文档等三款标志性产品。越来越多客户采用企业微信作为工作上的沟通工具，使其日活跃账户数同比增长超过100%。我们的视频通信解决方案腾讯会议已有超过1亿注册用户。今年九月，我们发布了腾讯会议的企业版本，增强了网络研讨会、同声传译及连接企业原有会议室系统等功能。我们将云端文档处理工具腾讯文档与其他腾讯产品(包括QQ、QQ浏览器及我们的CRM SaaS产品)进一步整合。</p><p><img src=\"https://static.tigerbbs.com/bad3802fec8466630054cdd95be6651f\" tg-width=\"550\" tg-height=\"3403\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a0e16df4356317d39c6afb5761b6942b","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161916664","content_text":"11月12日港股盘后，腾讯发布2020年第三季度财务报告。财报显示：第三季度营收1254.5亿元，市场预期1242.51亿元，去年同期972.36亿元。第三季度净利润385.4亿元，市场预期308.1亿元，去年同期203.82亿元.第三季度腾讯微信及WECHAT的月活跃帐户12.1亿，市场预估12.1亿。第三季度腾讯QQ智能终端月活跃账户数为6.17亿，同比减少5.5%。分业务情况：增值服务业务第三季的收入同比增长38%至人民币698.02亿元。网络游戏收入增长45%至人民币414.22亿元。该项增长主要由包括《和平精英》及《王者荣耀》在内的国内及海外智能手机游戏的收入增长所推动。第三季，智能手机游戏收入总额（包括归属于我们社交网络业务的智能手机游戏收入）及个人计算机客户端游戏收入分别为人民币391.73亿元及人民币116.31亿元。社交网络收入增长29%至人民币283.80亿元。该项增长反映来自虎牙直播服务、视频会员服务及音乐会员服务等数字内容服务以及游戏虚拟道具销售的收入贡献。金融科技及企业服务业务2020年第三季的收入同比增长24%至人民币332.55亿元。该项增长主要来自商业支付及理财平台的收入增长，而企业服务收入的增长放缓，此乃因疫情对线下项目发展及新合同签订的后续影响，以及若干IaaS合同的非经常性调整所致。网络广告业务2020年第三季的收入同比增长16%至人民币213.51亿元，受益于我们基于算法的广告投放解决方案被更广泛地采用，同时来自教育、互联网服务及电子商务平台等行业需求的快速增长，以及房地产与汽车等行业需求的复苏。其他主要财务信息EBITDA 为人民币450.55亿元，同比增加27%。经调整的EBITDA为人民币478.49亿元，同比增加26%。资本开支为人民币86.84亿元，同比增加31%。自由现金流*为人民币281.27亿元，同比持平。于二零二零年九月三十日，本公司的现金净额为人民币63.63亿元。我们于上市投资公司(不包括附属公司)权益的公允价值合共为人民币8,907.30亿元。于二零二零年六月三十日，我们于上市投资公司(不包括附属公司)权益的公允价值合共为人民币7,262.44亿元。经营数据业务回顾及展望通信及社交微信方面，我们将微信支付界面内的常用服务重新分类为四大垂直类别，分别为金融理财、生活服务、交通出行及购物消费，令用户更便捷使用相关服务。在交通出行的类别，我们让车主触达一系列汽车服务，例如洗车、购买汽车保险，以及让一般用户获得如乘车码及查询公共交通班次等公共交通服务。我们已将出行服务的覆盖范围扩大至中国十个省份及直辖市。此外，我们也通过加强微信内场景的相互联动来提高用户发现内容及服务的效率，例如让用户可在对话框中长按信息内的字词以直接进行搜索，从而查找小程序、公众号及朋友圈的相关内容及服务。用户也可以在朋友圈发帖时加入话题标签，其朋友可在点击话题标签后获取公众号、视频信息流及H5页面的搜寻结果。在QQ聊天及群聊中，我们让用户可以在视频聊天的同时一起观看腾讯视频的内容、与朋友一起在对战模式小游戏中互相比拼，以及利用线上协作工具腾讯文档同步编辑小组作业。QQ推出“小世界”视频及图片信息流服务，增加了QQ对年轻用户的吸引力。通过“小世界”，我们鼓励内容提供者创作视频及图片内容，并分享至QQ内其好友以外的社交圈。我们根据QQ用户的兴趣图谱在“小世界”向他们推荐具吸引力的内容，让用户可探索更多内容及社群。在以上功能的推动下，加上实时视频通话的需求自疫情爆发以来有所增加，QQ每日人均使用时长同比增长了十几个百分点。网络游戏中国及国际市场的付费用户增长健康，带动我们的网络游戏收入同比增长。智能手机游戏方面，《王者荣耀》庆祝五周年之际，二零二零年首十个月的平均日活跃账户数超过1亿。自我们于二零一五年推出此游戏以来，通过持续创新及以用户为本的运营，加上强劲的技术基础设施作为后盾，我们扩大了《王者荣耀》的用户基础。我们将会推出以《王者荣耀》故事为蓝本的两款新游戏、一部动画剧及一部电视剧，以发挥此自制IP的潜力。在《王者荣耀》等知名游戏吸引关注的同时，知名度较低的游戏也为我们的游戏业务增长作出稳定的贡献。例如，《火影忍者》是我们根据流行动漫IP自研的游戏，即使已运营了四年多，近期仍可成为中国最热门的格斗游戏之一，日活跃账户数及收入均创新高。这说明我们的团队在不断改进游戏方面取得成功，例如优化备受欢迎的PvP游戏模式。新游戏方面，我们相信《天涯明月刀手游》是二零二零年在中国新推出最成功的大型多人在线角色扮演游戏;根据AppAnnie，我们的战斗竞技场游戏《英雄联盟：激斗峡谷》目前在各上线地区的下载量均名列前茅。我们积极看待个人电脑端游戏的机会，因为我们主要游戏的IP及影响力仍然非常强劲。《英雄联盟》推出了大型主题活动“绽灵节”，并配合在游戏内推出了全新的英雄角色、皮肤及活动通行证。最近在上海举行的《英雄联盟全球总决赛》吸引全球大量观众收看。《穿越火线》游戏改编的同名电视剧本季在腾讯视频播放，获得高度评价，我们也在游戏内发布了与电视剧结合的新游戏模式及皮肤，激活了此游戏的人气及再次提升商业化。《Valorant》成为战术射击游戏的爆款，在Twitch上广受关注。数字内容我们的收费增值服务账户数同比增长25%至2.13亿，主要来自视频及音乐内容服务会员数的增长。视频服务会员数同比增长20%至1.2亿，我们的自制电视剧及动画片，如《三十而已》、《锦绣南歌》及《斗罗大陆第三季》等，吸引了不少付费用户。在夏季促销活动中，我们成功将试用会员转化为常规视频会员。受惠于付费曲库的扩充及留存率提升，音乐服务会员数同比增长46%至约5,200万。网络广告中国整体广告活动在疫情后似乎已大致恢复正常，尽管仍有少数行业(如旅游业)表现滞后，广告主行为亦有重大变化(如转向定向投放的广告，以及视频形式的广告)。基于这些转变，加上我们本身的计划，有助于我们逐步扩大在中国广告市场的业务，以及为他们提供更相关的解决方案。按类别划分，来自教育、互联网服务及电子商务平台等行业的广告开支在疫情期间迅速增长，并在本季保持强劲的同比增长。汽车及房地产等周期性类别的广告开支同比上升。在疫情期间，金融服务及必需消费品等广告主开支曾经下跌，在本季已经恢复到去年同期水平。此外，我们在内部升级了广告投放解决方案的算法，为广告主提供更高的转化率，吸引广告主增加了在腾讯广告的预算份额。我们亦在休闲游戏应用、电竞赛事及直播平台提供更多广告库存。社交及其他广告方面，在曝光率及eCPM上升的带动下，微信广告收入同比增长稳健。由于广告主对我们的视频形式广告(如激励视频广告)反应良好，移动广告联盟收入同比增长迅速。媒体广告方面，收入同比降幅放缓至负1%。我们通过自制的综艺节目(如《明日之子第四季》)及电视剧(如《三十而已》)吸引赞助商广告。金融科技金融科技业务的收入仍保持与前几季相当的健康增速，主要是由于商业支付及理财平台业务持续扩张，而社交支付及小额贷款业务则保持温和增长。我们的商业支付日活跃账户数及单个用户的交易额同比增长强劲，令我们的总支付金额同比增长超过30%，这主要是由于我们在线下交易的渗透率上升，以及小程序在杂货及服装等零售类别的交易增加。我们的理财平台客户同比增加超过50%，其资产保有量亦有相当增幅。我们相信理财通在我们支付用户中的渗透率仍然偏低，我们正致力通过投资者教育计划及增加产品种类等长期举措，适度地进一步扩大理财平台的客户基础。云及其他企业服务于本季，疫情对云及其他企业服务收入仍然存留影响，导致项目交付及新合同签署有所延误，若干IaaS合同亦须进行非经常性调整。因此，收入同比增长率较前几季放缓，我们预计这只是短暂的影响。我们注意到，金融、医疗保健及互联网服务客户对PaaS解决方案(尤其是与安全相关的PaaS)的需求不断增长。此外，我们升级了企业生产力SaaS工具包，其中包含企业微信、腾讯会议及腾讯文档等三款标志性产品。越来越多客户采用企业微信作为工作上的沟通工具，使其日活跃账户数同比增长超过100%。我们的视频通信解决方案腾讯会议已有超过1亿注册用户。今年九月，我们发布了腾讯会议的企业版本，增强了网络研讨会、同声传译及连接企业原有会议室系统等功能。我们将云端文档处理工具腾讯文档与其他腾讯产品(包括QQ、QQ浏览器及我们的CRM SaaS产品)进一步整合。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304108590,"gmtCreate":1605169795210,"gmtModify":1703836509170,"author":{"id":"3494320917572849","authorId":"3494320917572849","name":"这不是豆","avatar":"https://static.tigerbbs.com/21f730d0401f77357d9a72f863922117","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494320917572849","authorIdStr":"3494320917572849"},"themes":[],"htmlText":"酒香四溢哈哈哈哈[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;","listText":"酒香四溢哈哈哈哈[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;","text":"酒香四溢哈哈哈哈[笑哭] [笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304108590","repostId":"1164916541","repostType":4,"repost":{"id":"1164916541","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":1605169149,"share":"https://www.laohu8.com/m/news/1164916541?lang=&edition=full","pubTime":"2020-11-12 16:19","market":"fut","language":"zh","title":"市场综述：科技股集体回血！A股“酒香四溢”","url":"https://stock-news.laohu8.com/highlight/detail?id=1164916541","media":"老虎资讯综合","summary":"港股港股恒指收跌0.22%报26169点，科技股反弹，恒生科技指数大幅收涨3.23%。盘面上，受利好消息影响，教育股今日大爆发，天立教育飙涨超27%，成份股中10只涨幅达10%以上；汽车股全天强势，尾","content":"<p><b>港股</b></p><p>港股恒指收跌0.22%报26169点，科技股反弹，恒生科技指数大幅收涨3.23%。</p><p><img src=\"https://static.tigerbbs.com/76e583aeb2211d5701068708fe2317ab\" tg-width=\"840\" tg-height=\"470\"></p><p>盘面上，受利好消息影响，教育股今日大爆发，<a href=\"https://laohu8.com/S/01773\">天立教育</a>飙涨超27%，成份股中10只涨幅达10%以上；汽车股全天强势，尾盘涨幅进一步扩大，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>大涨近13%领涨；体育用品股、光伏股、餐饮股纷纷上涨，特步涨超8%；连续2日暴跌的科技股止跌反弹明显，<a href=\"https://laohu8.com/S/JD\">京东</a>涨7.6%，美团涨近6%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、小米均上涨；昨日大涨的、高铁基建股、电信股全线回调，航空股、石油股、香港本地股全日疲弱。</p><p><img src=\"https://static.tigerbbs.com/26580ccdbae1bc41cdd9423f9550ec29\" tg-width=\"432\" tg-height=\"362\"></p><p>今日南下资金净流入28.98亿港元，大市成交额放大至2674.5亿港元。</p><p><b>A股</b></p><p>指数全天缩量震荡，个股涨跌互半，涨幅超9%个股逾50家，其中创业板有7只涨停，市场情绪逐渐回暖，整体赚钱效应一般。</p><p>板块上，市场喝酒行情继续，白酒板块全天领涨，也带动黄酒、啤酒等板块走强，短线超跌的新能源汽车板块反抽，半导体板块冲高回落，此外，疫苗、旅游景点、港口、油气设服、有机硅、钛白粉等题材轮动拉升，个股上，短线资金继续抱团<a href=\"https://laohu8.com/S/000816\">智慧农业</a>等市场高标。</p><p><img src=\"https://static.tigerbbs.com/c8a065653ce8f4021058accb3dabcaa3\" tg-width=\"496\" tg-height=\"402\"></p><p>整体看，今日行情主要以修复为主，资金表现相对谨慎。盘面上，白酒、啤酒、养殖业等板块涨幅居前，注册制次新、银行、农业等板块跌幅居前。</p><p>截至收盘，沪指跌0.11%，报收3338点；深成指涨0.52%，报收13792点；创业板指涨0.71%，报收2700点。沪股通净卖出17.07亿元，深股通净买入12亿元。</p><p><img src=\"https://static.tigerbbs.com/adac75fb7b99464f7a2839b9bf4eee88\" tg-width=\"840\" tg-height=\"470\"></p><p><b>美股</b></p><p>美国三大股指期货小幅下跌，截至发稿，道指期货跌0.67%；纳斯达克100指数期货跌0.39%；标普500指数期货跌0.59%。 </p><p><img src=\"https://static.tigerbbs.com/ec17a36cf1e867550f44c8671b07fb68\" tg-width=\"1242\" tg-height=\"402\"></p><p><b>欧股</b></p><p>欧洲主要指数多数走低，德国DAX指数跌0.99%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.92%，法国CAC40指数跌0.73%，欧洲斯托克50指数跌0.76%。</p><p><img src=\"https://static.tigerbbs.com/f915c57d1bee8f179a2b17d7a32104c0\" tg-width=\"832\" tg-height=\"353\"></p><p><b>原油</b></p><p>国际油价震荡上扬，截止发稿，美油报41.66美元/桶，日内涨0.51%；布油现报44.01美元/桶，日内涨0.48%。</p><p>因OPEC再度下调未来一年该组织需求供应的原油量预测，原油需求减弱。沙特阿拉伯和俄罗斯已经表态未来会进一步削弱减产量，原油价格受到了一定支撑。虽然新冠疫苗或将在未来几个月大规模上市，但美国目前仍然饱尝“疫情之苦”，经济需要财政刺激方案快速到来。</p><p><img src=\"https://static.tigerbbs.com/ea368654fca0e7853421b7f8ab379624\" tg-width=\"867\" tg-height=\"833\"><img src=\"https://static.tigerbbs.com/b3b7c038229e3f91d106ef6e454c1e27\" tg-width=\"867\" tg-height=\"833\"></p><p><b>黄金</b></p><p>现货黄金小幅上涨，日内涨0.28%，报1866.9美元/盎司。</p><p>因欧美新冠确诊病例仍在快速增加，经济仍需要短期刺激，这将导致货币预期增加，部分投资者为了对冲通胀预期而增持黄金。爱尔兰外交贸易部长表示欧盟与英国不太可能在最后期限达成英退欧贸易协议，这增加了不确定性，黄金避险属性有望获得提振。</p><p><img src=\"https://static.tigerbbs.com/b9dcc3c23907e3cd324db79b33d4d862\" tg-width=\"867\" tg-height=\"833\"></p>","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>市场综述：科技股集体回血！A股“酒香四溢”</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市场综述：科技股集体回血！A股“酒香四溢”\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\">2020-11-12 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>港股</b></p><p>港股恒指收跌0.22%报26169点，科技股反弹，恒生科技指数大幅收涨3.23%。</p><p><img src=\"https://static.tigerbbs.com/76e583aeb2211d5701068708fe2317ab\" tg-width=\"840\" tg-height=\"470\"></p><p>盘面上，受利好消息影响，教育股今日大爆发，<a href=\"https://laohu8.com/S/01773\">天立教育</a>飙涨超27%，成份股中10只涨幅达10%以上；汽车股全天强势，尾盘涨幅进一步扩大，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>大涨近13%领涨；体育用品股、光伏股、餐饮股纷纷上涨，特步涨超8%；连续2日暴跌的科技股止跌反弹明显，<a href=\"https://laohu8.com/S/JD\">京东</a>涨7.6%，美团涨近6%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、小米均上涨；昨日大涨的、高铁基建股、电信股全线回调，航空股、石油股、香港本地股全日疲弱。</p><p><img src=\"https://static.tigerbbs.com/26580ccdbae1bc41cdd9423f9550ec29\" tg-width=\"432\" tg-height=\"362\"></p><p>今日南下资金净流入28.98亿港元，大市成交额放大至2674.5亿港元。</p><p><b>A股</b></p><p>指数全天缩量震荡，个股涨跌互半，涨幅超9%个股逾50家，其中创业板有7只涨停，市场情绪逐渐回暖，整体赚钱效应一般。</p><p>板块上，市场喝酒行情继续，白酒板块全天领涨，也带动黄酒、啤酒等板块走强，短线超跌的新能源汽车板块反抽，半导体板块冲高回落，此外，疫苗、旅游景点、港口、油气设服、有机硅、钛白粉等题材轮动拉升，个股上，短线资金继续抱团<a href=\"https://laohu8.com/S/000816\">智慧农业</a>等市场高标。</p><p><img src=\"https://static.tigerbbs.com/c8a065653ce8f4021058accb3dabcaa3\" tg-width=\"496\" tg-height=\"402\"></p><p>整体看，今日行情主要以修复为主，资金表现相对谨慎。盘面上，白酒、啤酒、养殖业等板块涨幅居前，注册制次新、银行、农业等板块跌幅居前。</p><p>截至收盘，沪指跌0.11%，报收3338点；深成指涨0.52%，报收13792点；创业板指涨0.71%，报收2700点。沪股通净卖出17.07亿元，深股通净买入12亿元。</p><p><img src=\"https://static.tigerbbs.com/adac75fb7b99464f7a2839b9bf4eee88\" tg-width=\"840\" tg-height=\"470\"></p><p><b>美股</b></p><p>美国三大股指期货小幅下跌，截至发稿，道指期货跌0.67%；纳斯达克100指数期货跌0.39%；标普500指数期货跌0.59%。 </p><p><img src=\"https://static.tigerbbs.com/ec17a36cf1e867550f44c8671b07fb68\" tg-width=\"1242\" tg-height=\"402\"></p><p><b>欧股</b></p><p>欧洲主要指数多数走低，德国DAX指数跌0.99%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.92%，法国CAC40指数跌0.73%，欧洲斯托克50指数跌0.76%。</p><p><img src=\"https://static.tigerbbs.com/f915c57d1bee8f179a2b17d7a32104c0\" tg-width=\"832\" tg-height=\"353\"></p><p><b>原油</b></p><p>国际油价震荡上扬，截止发稿，美油报41.66美元/桶，日内涨0.51%；布油现报44.01美元/桶，日内涨0.48%。</p><p>因OPEC再度下调未来一年该组织需求供应的原油量预测，原油需求减弱。沙特阿拉伯和俄罗斯已经表态未来会进一步削弱减产量，原油价格受到了一定支撑。虽然新冠疫苗或将在未来几个月大规模上市，但美国目前仍然饱尝“疫情之苦”，经济需要财政刺激方案快速到来。</p><p><img src=\"https://static.tigerbbs.com/ea368654fca0e7853421b7f8ab379624\" tg-width=\"867\" tg-height=\"833\"><img src=\"https://static.tigerbbs.com/b3b7c038229e3f91d106ef6e454c1e27\" tg-width=\"867\" tg-height=\"833\"></p><p><b>黄金</b></p><p>现货黄金小幅上涨，日内涨0.28%，报1866.9美元/盎司。</p><p>因欧美新冠确诊病例仍在快速增加，经济仍需要短期刺激，这将导致货币预期增加，部分投资者为了对冲通胀预期而增持黄金。爱尔兰外交贸易部长表示欧盟与英国不太可能在最后期限达成英退欧贸易协议，这增加了不确定性，黄金避险属性有望获得提振。</p><p><img src=\"https://static.tigerbbs.com/b9dcc3c23907e3cd324db79b33d4d862\" tg-width=\"867\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSCCI":"红筹指数",".DJI":"道琼斯","HSCEI":"国企指数","000001.SH":"上证指数",".IXIC":"NASDAQ Composite","HSI":"恒生指数",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164916541","content_text":"港股港股恒指收跌0.22%报26169点，科技股反弹，恒生科技指数大幅收涨3.23%。盘面上，受利好消息影响，教育股今日大爆发，天立教育飙涨超27%，成份股中10只涨幅达10%以上；汽车股全天强势，尾盘涨幅进一步扩大，比亚迪股份大涨近13%领涨；体育用品股、光伏股、餐饮股纷纷上涨，特步涨超8%；连续2日暴跌的科技股止跌反弹明显，京东涨7.6%，美团涨近6%，腾讯、小米均上涨；昨日大涨的、高铁基建股、电信股全线回调，航空股、石油股、香港本地股全日疲弱。今日南下资金净流入28.98亿港元，大市成交额放大至2674.5亿港元。A股指数全天缩量震荡，个股涨跌互半，涨幅超9%个股逾50家，其中创业板有7只涨停，市场情绪逐渐回暖，整体赚钱效应一般。板块上，市场喝酒行情继续，白酒板块全天领涨，也带动黄酒、啤酒等板块走强，短线超跌的新能源汽车板块反抽，半导体板块冲高回落，此外，疫苗、旅游景点、港口、油气设服、有机硅、钛白粉等题材轮动拉升，个股上，短线资金继续抱团智慧农业等市场高标。整体看，今日行情主要以修复为主，资金表现相对谨慎。盘面上，白酒、啤酒、养殖业等板块涨幅居前，注册制次新、银行、农业等板块跌幅居前。截至收盘，沪指跌0.11%，报收3338点；深成指涨0.52%，报收13792点；创业板指涨0.71%，报收2700点。沪股通净卖出17.07亿元，深股通净买入12亿元。美股美国三大股指期货小幅下跌，截至发稿，道指期货跌0.67%；纳斯达克100指数期货跌0.39%；标普500指数期货跌0.59%。 欧股欧洲主要指数多数走低，德国DAX指数跌0.99%，英国富时100指数跌0.92%，法国CAC40指数跌0.73%，欧洲斯托克50指数跌0.76%。原油国际油价震荡上扬，截止发稿，美油报41.66美元/桶，日内涨0.51%；布油现报44.01美元/桶，日内涨0.48%。因OPEC再度下调未来一年该组织需求供应的原油量预测，原油需求减弱。沙特阿拉伯和俄罗斯已经表态未来会进一步削弱减产量，原油价格受到了一定支撑。虽然新冠疫苗或将在未来几个月大规模上市，但美国目前仍然饱尝“疫情之苦”，经济需要财政刺激方案快速到来。黄金现货黄金小幅上涨，日内涨0.28%，报1866.9美元/盎司。因欧美新冠确诊病例仍在快速增加，经济仍需要短期刺激，这将导致货币预期增加，部分投资者为了对冲通胀预期而增持黄金。爱尔兰外交贸易部长表示欧盟与英国不太可能在最后期限达成英退欧贸易协议，这增加了不确定性，黄金避险属性有望获得提振。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305249470,"gmtCreate":1605000812190,"gmtModify":1703835663773,"author":{"id":"3494320917572849","authorId":"3494320917572849","name":"这不是豆","avatar":"https://static.tigerbbs.com/21f730d0401f77357d9a72f863922117","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494320917572849","authorIdStr":"3494320917572849"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>空头太难了","text":"$哔哩哔哩(BILI)$空头太难了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/950629311","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159546508,"gmtCreate":1624975411704,"gmtModify":1624975411704,"author":{"id":"3494320917572849","authorId":"3494320917572849","name":"这不是豆","avatar":"https://static.tigerbbs.com/21f730d0401f77357d9a72f863922117","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494320917572849","authorIdStr":"3494320917572849"},"themes":[],"htmlText":"站牛的人千万别多起来了，多起来我就慌了[害羞]&nbsp;","listText":"站牛的人千万别多起来了，多起来我就慌了[害羞]&nbsp;","text":"站牛的人千万别多起来了，多起来我就慌了[害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159546508","repostId":"1141807113","repostType":4,"repost":{"id":"1141807113","pubTimestamp":1624972464,"share":"https://www.laohu8.com/m/news/1141807113?lang=&edition=full","pubTime":"2021-06-29 21:14","market":"us","language":"zh","title":"历史站在牛派这边！美股下半年依旧“涨不停”","url":"https://stock-news.laohu8.com/highlight/detail?id=1141807113","media":" 腾讯美股","summary":"虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。\n\n\n其实，早在今年刚刚开始","content":"<blockquote>\n <b><i>虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。</i></b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/89348caa026bf6e45145c00be7153822\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p>\n<p>其实，早在今年刚刚开始的时候，许多人就已经对美股市场的前景忧心忡忡了。几个月后的现在，顶着惊人的估值，可怕的通胀前景等等威胁，标普500指数却走出了史上最出色的半年表现之一，他们当然就更有理由深感不安了。</p>\n<p>华尔街的策略师们历来都是乐观主义者，只要有一丝希望的光亮，都会被他们描绘为耀眼的阳光，但是即便是他们，现在也在警告说涨势正在淡去。空头卖家们正虎视眈眈，待机而动，美国最大股票ETF的空头头寸规模，现在已经来到了年度最高点。著名的“大空头”布里（Michael Burry）更发出令人不寒而栗的警告，说MEME股票将成为导火索，最终引发万物大崩盘。</p>\n<p>可是，不管是一些散户追捧股票的行情反转，还是联储政策的鹰派转向，那些被认为能够给去年以来的涨势画上句号的因素，全部都未能完成任务。相反，散户依然延续着前进的步伐，在2021年当中，已经使得美股的总盘子扩大了6万亿美元，而从开年到上周结束，标普500指数足足上涨了14%，在1998年以来的所有上半年当中名列第二位。</p>\n<p><img src=\"https://static.tigerbbs.com/79abcdddd216d52936122a0c80c26b06\" tg-width=\"560\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>“股市资金流入状况依然非常理想。”摩根士丹利首席美股策略师威尔森（Mike Wilson）坦率地表示，“这些资金并没有离开股市，而只是在股市内部选择下一个目的地。”</p>\n<p>虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。</p>\n<p>自从拜登总统跨党派的5790亿美元基础设施计划使得那些对经济更加敏感的板块，如银行和能源等成为市场领导力量之后，五周时间里，大盘有四周都是上涨的。小型股票指标罗素2000指数上涨了4%以上，获得3月以来所仅见的表现，而科技重镇纳斯达克100指数更是连续六周上涨，呈现出近五个月以来仅见的强势。</p>\n<p>今年年初的时候，美股的估值相当于盈利的大约23倍，距离互联网泡沫时代的历史最高纪录近在咫尺，而由于近十年来最快速的盈利扩张，市盈率现在其实已经有所降低。不过，当下21的市盈率依然高于18的历史平均水准。还有，这个季度很可能标志着企业利润走出疫情衰退的复苏进程的顶部，而明年第一季度的盈利增长预期已经降低到了4%，与当下的63%根本不可同日而语。</p>\n<p><img src=\"https://static.tigerbbs.com/d89b4381782748c803ca81b2a0be9db3\" tg-width=\"641\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p>白宫计划增税，而联储打算缩减刺激力度，华尔街策略师们会呼吁大家转向谨慎，当然不是没有道理的。彭博搜集的数据显示，目前华尔街的标普500指数年底目标点位平均为4213点，较之上周五收盘时低了1.6%。</p>\n<p>因为在2007年至2008年房市崩盘当中精准做空抵押贷款而声名大噪的布里，本周也加入了警告者的行列，在社交媒体连续发文，警告说，在虚拟货币和MEME股票价格暴跌的过程当中，散户投资者将遭遇“足以敌国”的财富损失。</p>\n<p>在股市过去一年来暴涨，以及今年1月超级轧空风暴的打击下，空头玩家一度销声匿迹，但是现在也大有卷土重来的势头。IHS Markit的数据显示，目前，SPDR S&amp;P 500 ETF的空头仓位已经相当于全部发行在外股数的5%，远远高于今年开年时的2%。与此同时，在期权市场上，投资者寻求针对未来几个月损失的避险需求也非常旺盛。</p>\n<p>“这个市场多多少少是抢跑了。” Washington Crossing投资组合经理人卡伦（Kevin Caron）评论道，“未来六个月左右时间当中，市场有大概率发生一定的波动，因为股价已经很高，必须等待盈利和基本面追赶上来。”</p>\n<p>专家这一侧高高树起了所谓忧虑之墙，但是散户交易者却全然不同，他们去年在疫情和衰退造成的底部大胆买进，此后便一直是牛市的坚定盟军。Vanda Research的数据显示，一周前，当标普500指数下跌1%以上时，散户投资者就直接追加了创纪录的20亿美元投资。</p>\n<p>目前，没有任何迹象显示这些坚定的散户牛派可能迅速撤退。投资顾问公司Betterment最近进行了一次调查研究，报告显示，他们调查的1500位日间交易者大多计划在疫情封锁解除后更频繁地交易，只有12%的人表示将降低交易频率。</p>\n<p>在联储数据显示散户购股高度活跃之后，柯斯汀（David Kostin）为首的高盛策略师团队已经将美国家庭今年全年净股票购入额度预期从3500亿美元提升到了4000亿美元。</p>\n<p>“考虑到货币市场和信贷收益率的苍白现状，从现在直至年底，在美国家庭眼中，股票的魅力显然都要远高于其他资产。”柯斯汀在研究报告当中写道，“与此同时，任何显示通货膨胀将持续攀升的数据，也都将使得股票相对于债券或者现金的魅力进一步凸显出来。”</p>","source":"txmg","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>历史站在牛派这边！美股下半年依旧“涨不停”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n历史站在牛派这边！美股下半年依旧“涨不停”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 21:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/2eC9B5YV3umV1PEXH8M_5w><strong> 腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。\n\n\n其实，早在今年刚刚开始的时候，许多人就已经对美股市场的前景忧心忡忡了。几个月后的现在，顶着惊人的估值，可怕的通胀前景等等威胁，标普500指数却走出了史上最出色的半年表现之一，他们当然就更有理由深感不安了。\n华尔街的策略师们...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2eC9B5YV3umV1PEXH8M_5w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/89348caa026bf6e45145c00be7153822","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/2eC9B5YV3umV1PEXH8M_5w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141807113","content_text":"虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。\n\n\n其实，早在今年刚刚开始的时候，许多人就已经对美股市场的前景忧心忡忡了。几个月后的现在，顶着惊人的估值，可怕的通胀前景等等威胁，标普500指数却走出了史上最出色的半年表现之一，他们当然就更有理由深感不安了。\n华尔街的策略师们历来都是乐观主义者，只要有一丝希望的光亮，都会被他们描绘为耀眼的阳光，但是即便是他们，现在也在警告说涨势正在淡去。空头卖家们正虎视眈眈，待机而动，美国最大股票ETF的空头头寸规模，现在已经来到了年度最高点。著名的“大空头”布里（Michael Burry）更发出令人不寒而栗的警告，说MEME股票将成为导火索，最终引发万物大崩盘。\n可是，不管是一些散户追捧股票的行情反转，还是联储政策的鹰派转向，那些被认为能够给去年以来的涨势画上句号的因素，全部都未能完成任务。相反，散户依然延续着前进的步伐，在2021年当中，已经使得美股的总盘子扩大了6万亿美元，而从开年到上周结束，标普500指数足足上涨了14%，在1998年以来的所有上半年当中名列第二位。\n\n“股市资金流入状况依然非常理想。”摩根士丹利首席美股策略师威尔森（Mike Wilson）坦率地表示，“这些资金并没有离开股市，而只是在股市内部选择下一个目的地。”\n虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。\n自从拜登总统跨党派的5790亿美元基础设施计划使得那些对经济更加敏感的板块，如银行和能源等成为市场领导力量之后，五周时间里，大盘有四周都是上涨的。小型股票指标罗素2000指数上涨了4%以上，获得3月以来所仅见的表现，而科技重镇纳斯达克100指数更是连续六周上涨，呈现出近五个月以来仅见的强势。\n今年年初的时候，美股的估值相当于盈利的大约23倍，距离互联网泡沫时代的历史最高纪录近在咫尺，而由于近十年来最快速的盈利扩张，市盈率现在其实已经有所降低。不过，当下21的市盈率依然高于18的历史平均水准。还有，这个季度很可能标志着企业利润走出疫情衰退的复苏进程的顶部，而明年第一季度的盈利增长预期已经降低到了4%，与当下的63%根本不可同日而语。\n\n白宫计划增税，而联储打算缩减刺激力度，华尔街策略师们会呼吁大家转向谨慎，当然不是没有道理的。彭博搜集的数据显示，目前华尔街的标普500指数年底目标点位平均为4213点，较之上周五收盘时低了1.6%。\n因为在2007年至2008年房市崩盘当中精准做空抵押贷款而声名大噪的布里，本周也加入了警告者的行列，在社交媒体连续发文，警告说，在虚拟货币和MEME股票价格暴跌的过程当中，散户投资者将遭遇“足以敌国”的财富损失。\n在股市过去一年来暴涨，以及今年1月超级轧空风暴的打击下，空头玩家一度销声匿迹，但是现在也大有卷土重来的势头。IHS Markit的数据显示，目前，SPDR S&P 500 ETF的空头仓位已经相当于全部发行在外股数的5%，远远高于今年开年时的2%。与此同时，在期权市场上，投资者寻求针对未来几个月损失的避险需求也非常旺盛。\n“这个市场多多少少是抢跑了。” Washington Crossing投资组合经理人卡伦（Kevin Caron）评论道，“未来六个月左右时间当中，市场有大概率发生一定的波动，因为股价已经很高，必须等待盈利和基本面追赶上来。”\n专家这一侧高高树起了所谓忧虑之墙，但是散户交易者却全然不同，他们去年在疫情和衰退造成的底部大胆买进，此后便一直是牛市的坚定盟军。Vanda Research的数据显示，一周前，当标普500指数下跌1%以上时，散户投资者就直接追加了创纪录的20亿美元投资。\n目前，没有任何迹象显示这些坚定的散户牛派可能迅速撤退。投资顾问公司Betterment最近进行了一次调查研究，报告显示，他们调查的1500位日间交易者大多计划在疫情封锁解除后更频繁地交易，只有12%的人表示将降低交易频率。\n在联储数据显示散户购股高度活跃之后，柯斯汀（David Kostin）为首的高盛策略师团队已经将美国家庭今年全年净股票购入额度预期从3500亿美元提升到了4000亿美元。\n“考虑到货币市场和信贷收益率的苍白现状，从现在直至年底，在美国家庭眼中，股票的魅力显然都要远高于其他资产。”柯斯汀在研究报告当中写道，“与此同时，任何显示通货膨胀将持续攀升的数据，也都将使得股票相对于债券或者现金的魅力进一步凸显出来。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399017290,"gmtCreate":1605883492010,"gmtModify":1703840277920,"author":{"id":"3494320917572849","authorId":"3494320917572849","name":"这不是豆","avatar":"https://static.tigerbbs.com/21f730d0401f77357d9a72f863922117","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494320917572849","authorIdStr":"3494320917572849"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>不讲股德阿，快回35让我上车阿[愤怒]&nbsp;[愤怒]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>不讲股德阿，快回35让我上车阿[愤怒]&nbsp;[愤怒]&nbsp;","text":"$蔚来(NIO)$不讲股德阿，快回35让我上车阿[愤怒] 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