ticongl的个人主页 - 老虎社区

ticongl

美股当韭菜

IP属地：北京

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2023-03-31

56倍惊人吗[龇牙] ？

泡沫还是机会？英伟达高估值劝退投资者机构却建议继续买入

2021-08-17

被zz宰猪了

石家庄约谈滴滴：整改不到位将暂停服务或下架App

2021-05-13

老虎就这？

抱歉，原内容已删除

2020-03-17

$虎牙(HUYA)$兄弟们别慌，胖头鱼带着OB的兄弟们来抄底了

2020-03-10

我国果然是消息为驱动力的成熟市场😂😂

富时中国A50指数期货涨幅扩大至4%

2020-02-20

$斗鱼(DOYU)$一季报这么好的预期仍然不被市场认可，看来是真的烂

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/300024\">机器人</a>ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股价更是“一骑绝尘”。</p>\n<p>　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦成为美股市值第五大的公司。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/94/w550h344/20230330/1cea-fde764fd5017f40cdc9111cc658a0db7.png\"/></div>\n<p>　　不过，这一暴涨的势头正开始面临阻力。自上周五开始，英伟达已连续三个交易日有所回落，RSI指标也短暂进入超买区域。</p>\n<p>　　Fort Pitt Capital Group首席投资官Dan Eye表示，“英伟达确实看起来有泡沫，”他补充称，该股的市盈率“有点太高了”。</p>\n<p>　　根据媒体汇编的数据，英伟达的预期市盈率已经达到了惊人的56倍。纵向对比来看，自2017年底以来，英伟达的预期市盈率只有三次跃升至50倍以上，在游戏行业疲软、数据中心支出趋势转变等时期又直线下坠。</p>\n<p>　　横向对比上，费城半导体指数成分股平均的预期市盈率只有21倍，仅为英伟达的三分之一左右。并且与美股市值第六的伯克希尔、第七的<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>以及第八的Meta相比，英伟达的年收入明显要低得多。</p>\n<p>　　英伟达超高的股票估值水平令许多想押注人工智能的投资者们感到头疼。Adams Funds首席执行官Mark Stoeckle说到，这一估值“有点令人窒息”。</p>\n<p>　　但这并没有吓退华尔街的分析师们，媒体“市场观察”数据显示，近期更多投行将英伟达评级调至“买入”。两周前，知名投行<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>就将英伟达的股票评级由“持股”上调至“买入”，目标价也由255美元上调至304美元。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/788/w550h238/20230330/7337-0e338061dbaeb7fe1bd32113f3f2e5cc.png\"/></div>\n<p>　　当时大摩表示，有迹象表明，对大型语言模型（LLM）的热情正在转变为更强劲的短期和长期支出，“尽管英伟达更积极的前景在很大程度上是以数据中心业务为主导的，但人工智能/语言模型的发展趋势过于强势，因此无法继续对该股持观望态度。”</p>\n<p>　　分析师们目前预计，三年后英伟达的年收入将突破460亿美元，这意味着年均增长率达到20%。如果预测属实，这对于像英伟达这样规模的芯片制造商来说，是一个惊人的速度。</p>\n<div>\n<span>炒股开户享福利，送投顾服务60天体验权，一对一指导服务！</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：李桐 </p>\n</div></body></html>","source":"sina_us","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\" 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href=https://finance.sina.com.cn/stock/usstock/c/2023-03-30/doc-imynqkuw4903853.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>查看最新行情\n\n\n\n　　财联社3月30日讯（编辑 赵昊）随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。\n　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越伯克希尔·哈撒韦成为美股市值第五大的公司。\n\n　　不过，这一暴涨...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-03-30/doc-imynqkuw4903853.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/94/w550h344/20230330/1cea-fde764fd5017f40cdc9111cc658a0db7.png","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4554":"元宇宙及AR概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4532":"文艺复兴科技持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A 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Stoeckle说到，这一估值“有点令人窒息”。\n　　但这并没有吓退华尔街的分析师们，媒体“市场观察”数据显示，近期更多投行将英伟达评级调至“买入”。两周前，知名投行摩根士丹利就将英伟达的股票评级由“持股”上调至“买入”，目标价也由255美元上调至304美元。\n\n　　当时大摩表示，有迹象表明，对大型语言模型（LLM）的热情正在转变为更强劲的短期和长期支出，“尽管英伟达更积极的前景在很大程度上是以数据中心业务为主导的，但人工智能/语言模型的发展趋势过于强势，因此无法继续对该股持观望态度。”\n　　分析师们目前预计，三年后英伟达的年收入将突破460亿美元，这意味着年均增长率达到20%。如果预测属实，这对于像英伟达这样规模的芯片制造商来说，是一个惊人的速度。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\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：李桐","news_type":1},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833082760,"gmtCreate":1629189638350,"gmtModify":1629193763823,"author":{"id":"3525740317402936","authorId":"3525740317402936","name":"ticongl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525740317402936","authorIdStr":"3525740317402936"},"themes":[],"htmlText":"被zz宰猪了","listText":"被zz宰猪了","text":"被zz宰猪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833082760","repostId":"1110092746","repostType":4,"repost":{"id":"1110092746","kind":"news","pubTimestamp":1629189384,"share":"https://www.laohu8.com/m/news/1110092746?lang=&edition=full","pubTime":"2021-08-17 16:36","market":"us","language":"zh","title":"石家庄约谈滴滴：整改不到位将暂停服务或下架App","url":"https://stock-news.laohu8.com/highlight/detail?id=1110092746","media":"澎湃新闻","summary":"下一步，交通运输部门将加大线上数据抽查和线下检查的力度。","content":"<div>\n<p>8月17日讯，为保障运营安全和乘客合法权益，进一步规范石家庄市网约车经营服务行为，今天（17日）下午，石家庄市交通部门对滴滴出行石家庄办事处进行约谈。\n下一步，交通运输部门将加大线上数据抽查和线下检查的力度，如果发现石家庄运营的网约车平台有继续向不合规网约车和没有取得从业资格的驾驶员派单等情形的，将从快从严查处。整改不到位或情节严重的，可暂停网约车服务甚至下架App。\n截至发稿，滴滴盘前跌...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_14080415\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","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>石家庄约谈滴滴：整改不到位将暂停服务或下架App</title>\n<style 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href=\"https://www.thepaper.cn/newsDetail_forward_14080415\">Web 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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富时中国A50指数期货涨幅扩大至4%\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\">2020-03-10 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>富时中国A50指数期货涨幅扩大至4%。<img src=\"https://static.tigerbbs.com/71bb3b7b4613760bfefbab6c84b4175f\" /></p><p><span>习近平今日抵武汉考察疫情防控工作，A股市场<a href=\"https://laohu8.com/S/600168\">武汉控股</a>、<a href=\"https://laohu8.com/S/600035\">楚天高速</a>、<a href=\"https://laohu8.com/S/600133\">东湖高新</a>、<a href=\"https://laohu8.com/S/002377\">国创高新</a>等武汉本地股全线涨停，延伸至湖北地区的股票也大面积涨停。</span></p><p><span>最新消息显示，今日上午，习近平乘飞机抵达湖北省武汉市，考察湖北和武汉新冠肺炎疫情防控工作，看望慰问奋战在一线的广大医务工作者、解放军指战员、社区工作者、公安干警、基层干部、下沉干部、志愿者和患者群众、社区居民。</span><img src=\"https://static.tigerbbs.com/8ab232869c1da7ec5912edd15bf73dc0\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b454a699c68cf681f9193222268c4c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136223075","content_text":"富时中国A50指数期货涨幅扩大至4%。习近平今日抵武汉考察疫情防控工作，A股市场武汉控股、楚天高速、东湖高新、国创高新等武汉本地股全线涨停，延伸至湖北地区的股票也大面积涨停。最新消息显示，今日上午，习近平乘飞机抵达湖北省武汉市，考察湖北和武汉新冠肺炎疫情防控工作，看望慰问奋战在一线的广大医务工作者、解放军指战员、社区工作者、公安干警、基层干部、下沉干部、志愿者和患者群众、社区居民。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481419274147905","authorId":"3481419274147905","name":"小巴巴巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3481419274147905","authorIdStr":"3481419274147905"},"content":"说得好像美国消息不驱动似的。","text":"说得好像美国消息不驱动似的。","html":"说得好像美国消息不驱动似的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980915607,"gmtCreate":1582159490409,"gmtModify":1704345949569,"author":{"id":"3525740317402936","authorId":"3525740317402936","name":"ticongl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525740317402936","authorIdStr":"3525740317402936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DOYU\">$斗鱼(DOYU)$</a>一季报这么好的预期仍然不被市场认可，看来是真的烂","listText":"<a href=\"https://laohu8.com/S/DOYU\">$斗鱼(DOYU)$</a>一季报这么好的预期仍然不被市场认可，看来是真的烂","text":"$斗鱼(DOYU)$一季报这么好的预期仍然不被市场认可，看来是真的烂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/980915607","isVote":1,"tweetType":1,"viewCount":3911,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":981730281,"gmtCreate":1583812996243,"gmtModify":1704351082064,"author":{"id":"3525740317402936","authorId":"3525740317402936","name":"ticongl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525740317402936","authorIdStr":"3525740317402936"},"themes":[],"htmlText":"我国果然是消息为驱动力的成熟市场😂😂","listText":"我国果然是消息为驱动力的成熟市场😂😂","text":"我国果然是消息为驱动力的成熟市场😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/981730281","repostId":"1136223075","repostType":4,"repost":{"id":"1136223075","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":1583812799,"share":"https://www.laohu8.com/m/news/1136223075?lang=&edition=full","pubTime":"2020-03-10 11:59","market":"sh","language":"zh","title":"富时中国A50指数期货涨幅扩大至4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136223075","media":"老虎资讯综合","summary":"富时中国A50指数期货涨幅扩大至4%。习近平今日抵武汉考察疫情防控工作，A股市场武汉控股、楚天高速、东湖高新、国创高新等武汉本地股全线涨停，延伸至湖北地区的股票也大面积涨停。最新消息显示，今日上午，习","content":"<p>富时中国A50指数期货涨幅扩大至4%。<img src=\"https://static.tigerbbs.com/71bb3b7b4613760bfefbab6c84b4175f\" /></p><p><span>习近平今日抵武汉考察疫情防控工作，A股市场<a href=\"https://laohu8.com/S/600168\">武汉控股</a>、<a href=\"https://laohu8.com/S/600035\">楚天高速</a>、<a href=\"https://laohu8.com/S/600133\">东湖高新</a>、<a href=\"https://laohu8.com/S/002377\">国创高新</a>等武汉本地股全线涨停，延伸至湖北地区的股票也大面积涨停。</span></p><p><span>最新消息显示，今日上午，习近平乘飞机抵达湖北省武汉市，考察湖北和武汉新冠肺炎疫情防控工作，看望慰问奋战在一线的广大医务工作者、解放军指战员、社区工作者、公安干警、基层干部、下沉干部、志愿者和患者群众、社区居民。</span><img src=\"https://static.tigerbbs.com/8ab232869c1da7ec5912edd15bf73dc0\" /></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>富时中国A50指数期货涨幅扩大至4%</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{ 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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富时中国A50指数期货涨幅扩大至4%\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\">2020-03-10 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>富时中国A50指数期货涨幅扩大至4%。<img src=\"https://static.tigerbbs.com/71bb3b7b4613760bfefbab6c84b4175f\" /></p><p><span>习近平今日抵武汉考察疫情防控工作，A股市场<a href=\"https://laohu8.com/S/600168\">武汉控股</a>、<a href=\"https://laohu8.com/S/600035\">楚天高速</a>、<a href=\"https://laohu8.com/S/600133\">东湖高新</a>、<a href=\"https://laohu8.com/S/002377\">国创高新</a>等武汉本地股全线涨停，延伸至湖北地区的股票也大面积涨停。</span></p><p><span>最新消息显示，今日上午，习近平乘飞机抵达湖北省武汉市，考察湖北和武汉新冠肺炎疫情防控工作，看望慰问奋战在一线的广大医务工作者、解放军指战员、社区工作者、公安干警、基层干部、下沉干部、志愿者和患者群众、社区居民。</span><img src=\"https://static.tigerbbs.com/8ab232869c1da7ec5912edd15bf73dc0\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b454a699c68cf681f9193222268c4c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136223075","content_text":"富时中国A50指数期货涨幅扩大至4%。习近平今日抵武汉考察疫情防控工作，A股市场武汉控股、楚天高速、东湖高新、国创高新等武汉本地股全线涨停，延伸至湖北地区的股票也大面积涨停。最新消息显示，今日上午，习近平乘飞机抵达湖北省武汉市，考察湖北和武汉新冠肺炎疫情防控工作，看望慰问奋战在一线的广大医务工作者、解放军指战员、社区工作者、公安干警、基层干部、下沉干部、志愿者和患者群众、社区居民。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481419274147905","authorId":"3481419274147905","name":"小巴巴巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3481419274147905","authorIdStr":"3481419274147905"},"content":"说得好像美国消息不驱动似的。","text":"说得好像美国消息不驱动似的。","html":"说得好像美国消息不驱动似的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964716493,"gmtCreate":1584457051512,"gmtModify":1704354300134,"author":{"id":"3525740317402936","authorId":"3525740317402936","name":"ticongl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525740317402936","authorIdStr":"3525740317402936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>兄弟们别慌，胖头鱼带着OB的兄弟们来抄底了","listText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>兄弟们别慌，胖头鱼带着OB的兄弟们来抄底了","text":"$虎牙(HUYA)$兄弟们别慌，胖头鱼带着OB的兄弟们来抄底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/964716493","isVote":1,"tweetType":1,"viewCount":3481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659446539,"gmtCreate":1680226725921,"gmtModify":1680226727801,"author":{"id":"3525740317402936","authorId":"3525740317402936","name":"ticongl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525740317402936","authorIdStr":"3525740317402936"},"themes":[],"htmlText":"56倍惊人吗[龇牙]&nbsp;？","listText":"56倍惊人吗[龇牙]&nbsp;？","text":"56倍惊人吗[龇牙] ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659446539","repostId":"2323783604","repostType":2,"repost":{"id":"2323783604","kind":"highlight","pubTimestamp":1680107220,"share":"https://www.laohu8.com/m/news/2323783604?lang=&edition=full","pubTime":"2023-03-30 00:27","market":"us","language":"zh","title":"泡沫还是机会？英伟达高估值劝退投资者 机构却建议继续买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2323783604","media":"市场资讯","summary":"　　财联社3月30日讯 随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越伯克希尔·哈撒韦成为美股市值第五大的公司。　　英伟达超高的股票估值水平令许多想押注人工智能的投资者们感到头疼。","content":"<html><body><div>\n<div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/us/min/640x360xxfhd/NVDA.png\"/>\n</div>\n<div>\n查看最新行情\n</div>\n</div>\n</div>\n<p>　　财联社3月30日讯（编辑 赵昊）随着聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股价更是“一骑绝尘”。</p>\n<p>　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦成为美股市值第五大的公司。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/94/w550h344/20230330/1cea-fde764fd5017f40cdc9111cc658a0db7.png\"/></div>\n<p>　　不过，这一暴涨的势头正开始面临阻力。自上周五开始，英伟达已连续三个交易日有所回落，RSI指标也短暂进入超买区域。</p>\n<p>　　Fort Pitt Capital Group首席投资官Dan Eye表示，“英伟达确实看起来有泡沫，”他补充称，该股的市盈率“有点太高了”。</p>\n<p>　　根据媒体汇编的数据，英伟达的预期市盈率已经达到了惊人的56倍。纵向对比来看，自2017年底以来，英伟达的预期市盈率只有三次跃升至50倍以上，在游戏行业疲软、数据中心支出趋势转变等时期又直线下坠。</p>\n<p>　　横向对比上，费城半导体指数成分股平均的预期市盈率只有21倍，仅为英伟达的三分之一左右。并且与美股市值第六的伯克希尔、第七的<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>以及第八的Meta相比，英伟达的年收入明显要低得多。</p>\n<p>　　英伟达超高的股票估值水平令许多想押注人工智能的投资者们感到头疼。Adams Funds首席执行官Mark Stoeckle说到，这一估值“有点令人窒息”。</p>\n<p>　　但这并没有吓退华尔街的分析师们，媒体“市场观察”数据显示，近期更多投行将英伟达评级调至“买入”。两周前，知名投行<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>就将英伟达的股票评级由“持股”上调至“买入”，目标价也由255美元上调至304美元。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/788/w550h238/20230330/7337-0e338061dbaeb7fe1bd32113f3f2e5cc.png\"/></div>\n<p>　　当时大摩表示，有迹象表明，对大型语言模型（LLM）的热情正在转变为更强劲的短期和长期支出，“尽管英伟达更积极的前景在很大程度上是以数据中心业务为主导的，但人工智能/语言模型的发展趋势过于强势，因此无法继续对该股持观望态度。”</p>\n<p>　　分析师们目前预计，三年后英伟达的年收入将突破460亿美元，这意味着年均增长率达到20%。如果预测属实，这对于像英伟达这样规模的芯片制造商来说，是一个惊人的速度。</p>\n<div>\n<span>炒股开户享福利，送投顾服务60天体验权，一对一指导服务！</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：李桐 </p>\n</div></body></html>","source":"sina_us","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\" 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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泡沫还是机会？英伟达高估值劝退投资者 机构却建议继续买入\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 00:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-03-30/doc-imynqkuw4903853.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>查看最新行情\n\n\n\n　　财联社3月30日讯（编辑 赵昊）随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。\n　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越伯克希尔·哈撒韦成为美股市值第五大的公司。\n\n　　不过，这一暴涨...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-03-30/doc-imynqkuw4903853.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/94/w550h344/20230330/1cea-fde764fd5017f40cdc9111cc658a0db7.png","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4554":"元宇宙及AR概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4532":"文艺复兴科技持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A 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SGD","BK4548":"巴美列捷福持仓","BK4529":"IDC概念"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-03-30/doc-imynqkuw4903853.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323783604","content_text":"查看最新行情\n\n\n\n　　财联社3月30日讯（编辑 赵昊）随着聊天机器人ChatGPT爆火全球，美股一众相关公司的股票集体上涨，其背后核心的AI算力“大脑”英伟达的股价更是“一骑绝尘”。\n　　具体行情显示，截至发稿，英伟达的股价水平在每股268美元附近，较去年10月108美元的两年低位累计反弹了158%，市值增加了超3700亿美元，超越伯克希尔·哈撒韦成为美股市值第五大的公司。\n\n　　不过，这一暴涨的势头正开始面临阻力。自上周五开始，英伟达已连续三个交易日有所回落，RSI指标也短暂进入超买区域。\n　　Fort Pitt Capital Group首席投资官Dan Eye表示，“英伟达确实看起来有泡沫，”他补充称，该股的市盈率“有点太高了”。\n　　根据媒体汇编的数据，英伟达的预期市盈率已经达到了惊人的56倍。纵向对比来看，自2017年底以来，英伟达的预期市盈率只有三次跃升至50倍以上，在游戏行业疲软、数据中心支出趋势转变等时期又直线下坠。\n　　横向对比上，费城半导体指数成分股平均的预期市盈率只有21倍，仅为英伟达的三分之一左右。并且与美股市值第六的伯克希尔、第七的特斯拉以及第八的Meta相比，英伟达的年收入明显要低得多。\n　　英伟达超高的股票估值水平令许多想押注人工智能的投资者们感到头疼。Adams Funds首席执行官Mark Stoeckle说到，这一估值“有点令人窒息”。\n　　但这并没有吓退华尔街的分析师们，媒体“市场观察”数据显示，近期更多投行将英伟达评级调至“买入”。两周前，知名投行摩根士丹利就将英伟达的股票评级由“持股”上调至“买入”，目标价也由255美元上调至304美元。\n\n　　当时大摩表示，有迹象表明，对大型语言模型（LLM）的热情正在转变为更强劲的短期和长期支出，“尽管英伟达更积极的前景在很大程度上是以数据中心业务为主导的，但人工智能/语言模型的发展趋势过于强势，因此无法继续对该股持观望态度。”\n　　分析师们目前预计，三年后英伟达的年收入将突破460亿美元，这意味着年均增长率达到20%。如果预测属实，这对于像英伟达这样规模的芯片制造商来说，是一个惊人的速度。\n\n炒股开户享福利，送投顾服务60天体验权，一对一指导服务！\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：李桐","news_type":1},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980915607,"gmtCreate":1582159490409,"gmtModify":1704345949569,"author":{"id":"3525740317402936","authorId":"3525740317402936","name":"ticongl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525740317402936","authorIdStr":"3525740317402936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DOYU\">$斗鱼(DOYU)$</a>一季报这么好的预期仍然不被市场认可，看来是真的烂","listText":"<a href=\"https://laohu8.com/S/DOYU\">$斗鱼(DOYU)$</a>一季报这么好的预期仍然不被市场认可，看来是真的烂","text":"$斗鱼(DOYU)$一季报这么好的预期仍然不被市场认可，看来是真的烂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/980915607","isVote":1,"tweetType":1,"viewCount":3911,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833082760,"gmtCreate":1629189638350,"gmtModify":1629193763823,"author":{"id":"3525740317402936","authorId":"3525740317402936","name":"ticongl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525740317402936","authorIdStr":"3525740317402936"},"themes":[],"htmlText":"被zz宰猪了","listText":"被zz宰猪了","text":"被zz宰猪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833082760","repostId":"1110092746","repostType":4,"repost":{"id":"1110092746","kind":"news","pubTimestamp":1629189384,"share":"https://www.laohu8.com/m/news/1110092746?lang=&edition=full","pubTime":"2021-08-17 16:36","market":"us","language":"zh","title":"石家庄约谈滴滴：整改不到位将暂停服务或下架App","url":"https://stock-news.laohu8.com/highlight/detail?id=1110092746","media":"澎湃新闻","summary":"下一步，交通运输部门将加大线上数据抽查和线下检查的力度。","content":"<div>\n<p>8月17日讯，为保障运营安全和乘客合法权益，进一步规范石家庄市网约车经营服务行为，今天（17日）下午，石家庄市交通部门对滴滴出行石家庄办事处进行约谈。\n下一步，交通运输部门将加大线上数据抽查和线下检查的力度，如果发现石家庄运营的网约车平台有继续向不合规网约车和没有取得从业资格的驾驶员派单等情形的，将从快从严查处。整改不到位或情节严重的，可暂停网约车服务甚至下架App。\n截至发稿，滴滴盘前跌...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_14080415\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","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>石家庄约谈滴滴：整改不到位将暂停服务或下架App</title>\n<style 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href=\"https://www.thepaper.cn/newsDetail_forward_14080415\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf210b0a9da00c82cb2c925171714e26","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://www.thepaper.cn/newsDetail_forward_14080415","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110092746","content_text":"8月17日讯，为保障运营安全和乘客合法权益，进一步规范石家庄市网约车经营服务行为，今天（17日）下午，石家庄市交通部门对滴滴出行石家庄办事处进行约谈。\n下一步，交通运输部门将加大线上数据抽查和线下检查的力度，如果发现石家庄运营的网约车平台有继续向不合规网约车和没有取得从业资格的驾驶员派单等情形的，将从快从严查处。整改不到位或情节严重的，可暂停网约车服务甚至下架App。\n截至发稿，滴滴盘前跌2.34%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191707134,"gmtCreate":1620905130928,"gmtModify":1620905130928,"author":{"id":"3525740317402936","authorId":"3525740317402936","name":"ticongl","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525740317402936","authorIdStr":"3525740317402936"},"themes":[],"htmlText":"老虎就这？","listText":"老虎就这？","text":"老虎就这？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191707134","repostId":"1195138527","repostType":4,"repost":{"id":"1195138527","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":1620904679,"share":"https://www.laohu8.com/m/news/1195138527?lang=&edition=full","pubTime":"2021-05-13 19:17","market":"us","language":"zh","title":"阿里巴巴财报：首现季度亏损，全年GMV创记录","url":"https://stock-news.laohu8.com/highlight/detail?id=1195138527","media":"老虎资讯综合","summary":"5月13日，$阿里巴巴$集团发布2021财年四季度及全年财报。·里程碑：2021全财年全球年度活跃消费者达10亿，阿里巴巴生态体系GMV达到8.119万亿元人民币。中国零售市场表现稳健，四季度淘宝GMV增长加快，淘宝直播财年GMV超5000亿元。·公司季度经营亏损76.63亿，为阿里上市以来的首次季度亏损，公司称这主要受反垄断调查的罚款影响。阿里巴巴首席财务官武卫︰我们在2021财年的收入超过了年度收入指引，实现了同比32%的强劲增长。","content":"<p>5月13日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团发布2021财年四季度及全年财报。</p><p><b>概况</b></p><p>·<b>里程碑：2021全财年全球年度活跃消费者达10亿，阿里巴巴生态体系GMV达到8.119万亿元人民币</b>。</p><p>·中国零售市场年度活跃消费者为8.11亿，较截至2020年3月31日止12个月增加8,500万。中国零售市场表现稳健，四季度淘宝GMV增长加快，淘宝直播财年GMV超5000亿元。</p><p><img src=\"https://static.tigerbbs.com/7221fbd8f9f1f9dbb68fbfe8c1afb2b7\" tg-width=\"800\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>·多引擎驱动增长明显：菜鸟持续高增长，全财年增长68%；云计算业务全财年收入同比增长50%，达到601.2亿元，维持此前稳中有升的发展势头。</p><p>·公司季度经营亏损76.63亿，为阿里上市以来的首次季度亏损，公司称这主要受反垄断调查的罚款影响。</p><p><b>主要财务情况</b></p><p><b>2021财年四季度（2021年1月-3月）</b></p><ul><li>营收：<b>人民币1873.95亿元，同比增长64%</b>；预期：1781.80亿元。</li><li>若不考虑合并高鑫零售的影响，收入为人民币1,599.52亿元（244.13亿美元），将同比增长40%。</li><li><b>阿里巴巴本季度经营亏损为人民币76.63亿元（11.70亿美元），主要由于国家市场监督管理总局就中国反垄断法处以罚款人民币182.28亿元（27.82亿美元）</b>。剔除该一次性影响，我们的经营利润为人民币105.65亿元（16.12亿美元），同比增长48%。</li></ul><p><img src=\"https://static.tigerbbs.com/813b554fe1d8b36f4724739911d359db\" tg-width=\"800\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p><b>2021财年全年（截至2021年3月31日止）</b></p><ul><li>营收：<b>人民币7172.89亿元，同比增长41%</b>；预期：7092.33亿元。</li><li>若不考虑自2020年10月开始合并高鑫零售的影响，则收入为人民币6,744.20亿元（1,029.37亿美元），将同比增长32%。</li><li>2021财年归属股东净利润为人民币1503.08亿元（229.41亿美元），净利润为人民币1432.84亿元（218.69亿美元）。</li><li>剔除反垄断法罚款及蚂蚁集团相关股权激励费用等若干项目，non-GAAP净利润为人民币1719.85亿元（262.5亿美元），同比增长30%。</li><li>2021财年每股盈利人民币54.7元，市场预期58.51元，去年同期55.93元。</li></ul><p><img src=\"https://static.tigerbbs.com/363f43691583bf8ca183754ec49cdd3b\" tg-width=\"800\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p><b>高管解读</b></p><p>阿里巴巴董事会主席兼首席执行官张勇：我们对中国消费驱动的经济增长充满期待。我们将继续聚焦用户体验，专注于通过创新创造客户价值，从而实践在数字时代让天下没有难做的生意之使命。阿里巴巴集团于2021财年达到了全球年度活跃消费者10亿的历史性里程碑。我们的整体业务在健康的基础上强劲增长，阿里巴巴生态体系于本财年也实现了1.2万亿美元GMV的新纪录。</p><p>阿里巴巴首席财务官武卫︰我们在2021财年的收入超过了年度收入指引，实现了同比32%的强劲增长（不含新收购的高鑫零售并表）。这是由于我们核心商业的强劲表现及阿里云的持续增长所推动。</p><p><img src=\"https://static.tigerbbs.com/572fe970d9ce420ef138b95fdca1c20d\" tg-width=\"550\" tg-height=\"2667\" referrerpolicy=\"no-referrer\"></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>阿里巴巴财报：首现季度亏损，全年GMV创记录</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; 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}\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阿里巴巴财报：首现季度亏损，全年GMV创记录\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\">2021-05-13 19:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月13日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团发布2021财年四季度及全年财报。</p><p><b>概况</b></p><p>·<b>里程碑：2021全财年全球年度活跃消费者达10亿，阿里巴巴生态体系GMV达到8.119万亿元人民币</b>。</p><p>·中国零售市场年度活跃消费者为8.11亿，较截至2020年3月31日止12个月增加8,500万。中国零售市场表现稳健，四季度淘宝GMV增长加快，淘宝直播财年GMV超5000亿元。</p><p><img src=\"https://static.tigerbbs.com/7221fbd8f9f1f9dbb68fbfe8c1afb2b7\" tg-width=\"800\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>·多引擎驱动增长明显：菜鸟持续高增长，全财年增长68%；云计算业务全财年收入同比增长50%，达到601.2亿元，维持此前稳中有升的发展势头。</p><p>·公司季度经营亏损76.63亿，为阿里上市以来的首次季度亏损，公司称这主要受反垄断调查的罚款影响。</p><p><b>主要财务情况</b></p><p><b>2021财年四季度（2021年1月-3月）</b></p><ul><li>营收：<b>人民币1873.95亿元，同比增长64%</b>；预期：1781.80亿元。</li><li>若不考虑合并高鑫零售的影响，收入为人民币1,599.52亿元（244.13亿美元），将同比增长40%。</li><li><b>阿里巴巴本季度经营亏损为人民币76.63亿元（11.70亿美元），主要由于国家市场监督管理总局就中国反垄断法处以罚款人民币182.28亿元（27.82亿美元）</b>。剔除该一次性影响，我们的经营利润为人民币105.65亿元（16.12亿美元），同比增长48%。</li></ul><p><img src=\"https://static.tigerbbs.com/813b554fe1d8b36f4724739911d359db\" tg-width=\"800\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p><b>2021财年全年（截至2021年3月31日止）</b></p><ul><li>营收：<b>人民币7172.89亿元，同比增长41%</b>；预期：7092.33亿元。</li><li>若不考虑自2020年10月开始合并高鑫零售的影响，则收入为人民币6,744.20亿元（1,029.37亿美元），将同比增长32%。</li><li>2021财年归属股东净利润为人民币1503.08亿元（229.41亿美元），净利润为人民币1432.84亿元（218.69亿美元）。</li><li>剔除反垄断法罚款及蚂蚁集团相关股权激励费用等若干项目，non-GAAP净利润为人民币1719.85亿元（262.5亿美元），同比增长30%。</li><li>2021财年每股盈利人民币54.7元，市场预期58.51元，去年同期55.93元。</li></ul><p><img src=\"https://static.tigerbbs.com/363f43691583bf8ca183754ec49cdd3b\" tg-width=\"800\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p><b>高管解读</b></p><p>阿里巴巴董事会主席兼首席执行官张勇：我们对中国消费驱动的经济增长充满期待。我们将继续聚焦用户体验，专注于通过创新创造客户价值，从而实践在数字时代让天下没有难做的生意之使命。阿里巴巴集团于2021财年达到了全球年度活跃消费者10亿的历史性里程碑。我们的整体业务在健康的基础上强劲增长，阿里巴巴生态体系于本财年也实现了1.2万亿美元GMV的新纪录。</p><p>阿里巴巴首席财务官武卫︰我们在2021财年的收入超过了年度收入指引，实现了同比32%的强劲增长（不含新收购的高鑫零售并表）。这是由于我们核心商业的强劲表现及阿里云的持续增长所推动。</p><p><img src=\"https://static.tigerbbs.com/572fe970d9ce420ef138b95fdca1c20d\" tg-width=\"550\" tg-height=\"2667\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195138527","content_text":"5月13日，阿里巴巴集团发布2021财年四季度及全年财报。概况·里程碑：2021全财年全球年度活跃消费者达10亿，阿里巴巴生态体系GMV达到8.119万亿元人民币。·中国零售市场年度活跃消费者为8.11亿，较截至2020年3月31日止12个月增加8,500万。中国零售市场表现稳健，四季度淘宝GMV增长加快，淘宝直播财年GMV超5000亿元。·多引擎驱动增长明显：菜鸟持续高增长，全财年增长68%；云计算业务全财年收入同比增长50%，达到601.2亿元，维持此前稳中有升的发展势头。·公司季度经营亏损76.63亿，为阿里上市以来的首次季度亏损，公司称这主要受反垄断调查的罚款影响。主要财务情况2021财年四季度（2021年1月-3月）营收：人民币1873.95亿元，同比增长64%；预期：1781.80亿元。若不考虑合并高鑫零售的影响，收入为人民币1,599.52亿元（244.13亿美元），将同比增长40%。阿里巴巴本季度经营亏损为人民币76.63亿元（11.70亿美元），主要由于国家市场监督管理总局就中国反垄断法处以罚款人民币182.28亿元（27.82亿美元）。剔除该一次性影响，我们的经营利润为人民币105.65亿元（16.12亿美元），同比增长48%。2021财年全年（截至2021年3月31日止）营收：人民币7172.89亿元，同比增长41%；预期：7092.33亿元。若不考虑自2020年10月开始合并高鑫零售的影响，则收入为人民币6,744.20亿元（1,029.37亿美元），将同比增长32%。2021财年归属股东净利润为人民币1503.08亿元（229.41亿美元），净利润为人民币1432.84亿元（218.69亿美元）。剔除反垄断法罚款及蚂蚁集团相关股权激励费用等若干项目，non-GAAP净利润为人民币1719.85亿元（262.5亿美元），同比增长30%。2021财年每股盈利人民币54.7元，市场预期58.51元，去年同期55.93元。高管解读阿里巴巴董事会主席兼首席执行官张勇：我们对中国消费驱动的经济增长充满期待。我们将继续聚焦用户体验，专注于通过创新创造客户价值，从而实践在数字时代让天下没有难做的生意之使命。阿里巴巴集团于2021财年达到了全球年度活跃消费者10亿的历史性里程碑。我们的整体业务在健康的基础上强劲增长，阿里巴巴生态体系于本财年也实现了1.2万亿美元GMV的新纪录。阿里巴巴首席财务官武卫︰我们在2021财年的收入超过了年度收入指引，实现了同比32%的强劲增长（不含新收购的高鑫零售并表）。这是由于我们核心商业的强劲表现及阿里云的持续增长所推动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}