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4万亿玩毛线
2021-12-06
几万亿市值 无需扩张 确实
【异动】阿里盘前涨超2%,张勇宣布升级“多元化治理”
4万亿玩毛线
2021-12-05
没5倍以上收益玩啥
大厂“狼人杀”:快手坑了百度,知乎伤了快手
4万亿玩毛线
2021-09-24
腾讯再能涨 吃翔..
腾讯控股:今日耗资约1.022亿港元,回购22万股
4万亿玩毛线
2021-08-27
跌一半再说
抱歉,原内容已删除
4万亿玩毛线
2021-08-19
坐等2025
商务部:在充电、通行等环节为新能源汽车创造更多便利
4万亿玩毛线
2021-08-18
任性了呗
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4万亿玩毛线
2021-08-13
交割还是交易
中金所:减半收取2021年8月至12月股指期货手续费
4万亿玩毛线
2021-08-12
不值咯
上交所:自8月16日起将中芯国际调出上证沪股通指数样本
4万亿玩毛线
2021-08-12
额 就说电动车垃圾呗
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4万亿玩毛线
2021-04-15
打水漂还不如给我只要1亿
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4万亿玩毛线
2021-04-13
那么高 来做空啊
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4万亿玩毛线
2021-03-24
人家香港上市
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4万亿玩毛线
2021-03-22
$RLX科技(RLX)$
为啥不能做空
4万亿玩毛线
2021-03-17
什么玩意儿
IFR:百度将香港IPO发行价定为每股252港元
4万亿玩毛线
2021-03-12
香港房价也要完蛋?
抱歉,原内容已删除
4万亿玩毛线
2021-03-11
都是私募基金的玩吧
市场消息:百度申请在香港发售9500万股股票
4万亿玩毛线
2021-03-11
港人大佬玩 没有长期价值吧
B站通过港交所聆讯,受大型机构投资者追捧
4万亿玩毛线
2021-03-05
哈哈哈哈哈哈哈哈哈哈
抱歉,原内容已删除
4万亿玩毛线
2021-03-05
德克士不好吃
《新股消息》顶新国际旗下德克士回应指有IPO规划 但无具体进展
4万亿玩毛线
2021-02-18
$中芯国际(00981)$
今天能涨多少 起码10个点
去老虎APP查看更多动态
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无需扩张 确实","listText":"几万亿市值 无需扩张 确实","text":"几万亿市值 无需扩张 确实","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608704285","repostId":"1184941359","repostType":2,"repost":{"id":"1184941359","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":1638781689,"share":"https://www.laohu8.com/m/news/1184941359?lang=&edition=full","pubTime":"2021-12-06 17:08","market":"hk","language":"zh","title":"【异动】阿里盘前涨超2%,张勇宣布升级“多元化治理”","url":"https://stock-news.laohu8.com/highlight/detail?id=1184941359","media":"老虎资讯综合","summary":"12月6日讯,阿里巴巴盘前涨超2%,公司董事会主席兼CEO张勇宣布公司升级“多元化治理”体系,任命戴珊和蒋凡分别负责新设立的“中国数字商业”和“海外数字商业”两大板块。\n\n戴珊作为集团总裁,将代表阿里","content":"<p>12月6日讯,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨超2%,公司董事会主席兼CEO张勇宣布公司升级“多元化治理”体系,任命戴珊和蒋凡分别负责新设立的“中国数字商业”和“海外数字商业”两大板块。</p>\n<p><img src=\"https://static.tigerbbs.com/383325656314df42cdf00f9942d57bd9\" tg-width=\"890\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p>\n<p>戴珊作为集团总裁,将代表阿里巴巴集团分管大淘宝(包括淘宝、天猫、阿里妈妈),B2C零售事业群,淘菜菜,淘特和1688等业务,共同形成“中国数字商业板块”。</p>\n<p>蒋凡作为集团总裁,将代表阿里巴巴集团分管全球速卖通和国际贸易(ICBU) 两个海外业务,以及 Lazada 等面向海外市场的多家子公司,共同形成“海外数字商业板块”。</p>\n<p>在内部信中,张勇表示,进行多元化治理体系升级,是为了在各个业务领域用更清晰的战略蓝图、更敏捷的组织面向未来,真正创造长期价值。内需、全球化和云计算是阿里巴巴的三大战略,而张勇自 2015 年担任 CEO 以来,始终倡导以敏捷组织理念,指导内部生产关系调整,以适应阿里巴巴多特质业务向前发展的需要。此次有针对性的组织架构调整,释放出阿里进一步发力内需和海外业务的信号。</p>\n<p></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>【异动】阿里盘前涨超2%,张勇宣布升级“多元化治理”</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 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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【异动】阿里盘前涨超2%,张勇宣布升级“多元化治理”\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\">2021-12-06 17:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月6日讯,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨超2%,公司董事会主席兼CEO张勇宣布公司升级“多元化治理”体系,任命戴珊和蒋凡分别负责新设立的“中国数字商业”和“海外数字商业”两大板块。</p>\n<p><img src=\"https://static.tigerbbs.com/383325656314df42cdf00f9942d57bd9\" tg-width=\"890\" tg-height=\"641\" referrerpolicy=\"no-referrer\"></p>\n<p>戴珊作为集团总裁,将代表阿里巴巴集团分管大淘宝(包括淘宝、天猫、阿里妈妈),B2C零售事业群,淘菜菜,淘特和1688等业务,共同形成“中国数字商业板块”。</p>\n<p>蒋凡作为集团总裁,将代表阿里巴巴集团分管全球速卖通和国际贸易(ICBU) 两个海外业务,以及 Lazada 等面向海外市场的多家子公司,共同形成“海外数字商业板块”。</p>\n<p>在内部信中,张勇表示,进行多元化治理体系升级,是为了在各个业务领域用更清晰的战略蓝图、更敏捷的组织面向未来,真正创造长期价值。内需、全球化和云计算是阿里巴巴的三大战略,而张勇自 2015 年担任 CEO 以来,始终倡导以敏捷组织理念,指导内部生产关系调整,以适应阿里巴巴多特质业务向前发展的需要。此次有针对性的组织架构调整,释放出阿里进一步发力内需和海外业务的信号。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BK1608":"元宇宙概念","BK1575":"同股不同权","BK4531":"中概回港概念","BABA":"阿里巴巴","BK4558":"双十一","BK1588":"回港中概股","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4538":"云计算","BK4527":"明星科技股","BK4526":"热门中概股","09988":"阿里巴巴-W","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓","BK1586":"云计算","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4548":"巴美列捷福持仓","BK1591":"就地过年概念","BK4565":"NFT概念"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184941359","content_text":"12月6日讯,阿里巴巴盘前涨超2%,公司董事会主席兼CEO张勇宣布公司升级“多元化治理”体系,任命戴珊和蒋凡分别负责新设立的“中国数字商业”和“海外数字商业”两大板块。\n\n戴珊作为集团总裁,将代表阿里巴巴集团分管大淘宝(包括淘宝、天猫、阿里妈妈),B2C零售事业群,淘菜菜,淘特和1688等业务,共同形成“中国数字商业板块”。\n蒋凡作为集团总裁,将代表阿里巴巴集团分管全球速卖通和国际贸易(ICBU) 两个海外业务,以及 Lazada 等面向海外市场的多家子公司,共同形成“海外数字商业板块”。\n在内部信中,张勇表示,进行多元化治理体系升级,是为了在各个业务领域用更清晰的战略蓝图、更敏捷的组织面向未来,真正创造长期价值。内需、全球化和云计算是阿里巴巴的三大战略,而张勇自 2015 年担任 CEO 以来,始终倡导以敏捷组织理念,指导内部生产关系调整,以适应阿里巴巴多特质业务向前发展的需要。此次有针对性的组织架构调整,释放出阿里进一步发力内需和海外业务的信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608820923,"gmtCreate":1638684872175,"gmtModify":1638684872175,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"没5倍以上收益玩啥 ","listText":"没5倍以上收益玩啥 ","text":"没5倍以上收益玩啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608820923","repostId":"1129062478","repostType":2,"repost":{"id":"1129062478","kind":"news","pubTimestamp":1638667295,"share":"https://www.laohu8.com/m/news/1129062478?lang=&edition=full","pubTime":"2021-12-05 09:21","market":"us","language":"zh","title":"大厂“狼人杀”:快手坑了百度,知乎伤了快手","url":"https://stock-news.laohu8.com/highlight/detail?id=1129062478","media":"每日人物","summary":"刚刚过去的11月里,国内主流互联网公司,都发布了2021年第三季度的业绩报告,与以往财报季“几家欢喜几家愁”的情形不同,这次几乎所有互联网公司都是一片惨淡,没有最惨,只有更惨。在监管日益趋严之下,“卖","content":"<p><b>刚刚过去的11月里,国内主流互联网公司,都发布了2021年第三季度的业绩报告,与以往财报季“几家欢喜几家愁”的情形不同,这次几乎所有互联网公司都是一片惨淡,没有最惨,只有更惨。在监管日益趋严之下,“卖惨”和“低调”仿佛成了大厂们共同的选择,但是在纷繁的数字之下,藏着大厂们各自的“心机”:有人真不好过,干脆直接触底,给未来一个好的预期;有人赚不少钱,但也不敢炫耀,生怕成为焦点。</b></p>\n<p><b>究竟谁在裸泳?谁在藏拙?互联网大厂又是如何彼此连累的呢?</b></p>\n<p>翻开互联网大厂的2021年第三季度业绩报告,虽然业务不同,规模各异,但仔细一看,各家的报告里歪歪斜斜的每页都写着两个字:亏钱。</p>\n<p>明面上看,最惨的是<a href=\"https://laohu8.com/S/BIDU\">百度</a>,亏了166亿,<a href=\"https://laohu8.com/S/00700\">腾讯</a>最优秀,赚了401亿,但拨开表面数字,往深处看,真正亏了不少的,要数美团、快手和B站,各自亏了几十亿;百度和<a href=\"https://laohu8.com/S/JD\">京东</a>看似亏了,其实没少赚,小米和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>好像只赚了一点,但也没少赚,他们四家各自赚了几十亿;最赚钱的,还是腾讯和阿里,都在300亿上下;10家公司里,只有<a href=\"https://laohu8.com/S/NTES\">网易</a>浓眉大眼,看着赚了30多亿,就真的是30多亿。</p>\n<p><img src=\"https://static.tigerbbs.com/37c60b6aa73bb1b90f0efe7fece6c753\" tg-width=\"789\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p>\n<p>▲各大互联网公司财报数据。制图 / 每日人物</p>\n<p>按照实际的赚钱能力排个序,应该是:腾讯、阿里、小米、百度、京东、网易、拼多多,剩下三家亏钱的,依次是B站、快手、美团,也就是说,现阶段前七家公司的自有业务都赚钱了,后三家业务还在烧钱。</p>\n<p>但互联网大厂不仅自己赚钱,也投资了不少其他公司,这些被投公司有的上市了,有的还在股权投资阶段,只有大概的估值,投资这些公司是赚了还是亏了,也会反映在互联网大厂们的财务报表里,这就给他们真实的赚钱情况蒙上了一层纱。比如第三季度,百度自己的业务赚了51亿,但对外投资亏了189亿,直接让百度在本季度由盈利转为亏损。</p>\n<p>神奇的是,本季度互联网大厂在投资上几乎清一色的亏损,10家公司里只有拼多多一家通过投资赚钱了,但也仅有6.3亿,其他少则亏几千万,多则亏几百亿,虽然都是浮亏(公允价值变动),但要想让被投公司跌下来的股价和估值再涨上去,也不是那么容易的事情。</p>\n<p>在过去,互联网大厂们资金充裕,在竞争激烈、跑马圈地的那几年里,要么亲自下场肉搏,要么用投资拉帮结派,打代理人战争,企业风险/战略投资(<a href=\"https://laohu8.com/S/CVC.AU\">CVC</a>)成为一股重要的投资力量,就拿腾讯来说,在投资方面不亚于红杉资本等全球顶级投资机构,投资版图几乎是互联网半壁江山,上边这些公司里,腾讯是京东、拼多多、B站、快手、美团共同的股东。</p>\n<p>投资把整个互联网行业联结起来,但一荣俱荣,一损俱损,随着监管趋严和行业红利消失,互联网股价大跌,大厂们就成了彼此的累赘,开始互相坑、连环坑,反映在财报里,就是大大小小的投资亏损。</p>\n<p>家底再厚也不经造,杀死富二代的是创业,拖垮大厂的是投资。这些血亏的大厂,分别投资了谁?这些投资和什么有关?还有,为什么投资亏损,都“巧合”地集中在了Q3(第三季度)?</p>\n<p><b>知乎坑了快手,快手又坑了百度</b></p>\n<p>百度是最爱投资的大厂之一。Q3季度,除了在交通、AI、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云等方面持续加大投资外,快手和<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>两项投资,值得单独拿出来说一说。</p>\n<p>爱奇艺一直是百度不争气的“小弟”。某种意义上,它已经成为了“内容平台不赚钱”的代名词:收入基本只有会员和广告,但会员数量涨不动了,2021年广告市场又整体收缩,再加这一两年,“超前点播”被骂,会员广告问题被约谈,《迷雾剧场》延期又反响一般……这一切问题最终都会反映在钱上。</p>\n<p>百度和爱奇艺的财报都是11月17日发布的。所以,百度的财报里,爱奇艺营收虽然低迷,股价却还算稳定。等到爱奇艺坦白自己广告收入仅仅17亿、公司净亏损17.34亿后,两个交易日内,爱奇艺股价直接狂跌19%,百度也跟着又跌了10%。本就不富裕的Q3,就此雪上加霜。</p>\n<p>另一个辜负了百度的是快手,而且不是爱奇艺那样的持续低迷,而是一刀背刺。</p>\n<p>今年2月,快手赴港上市,招股书中提到,百度在快手持股3.78%。在2021年一季度,这3.78%的股份给百度带来237亿的投资收益,占百度第一季度净利润的大头。然而,曾经多甜蜜,现在就有多落寞。Q1百度大赚特赚时,就在财报里清清楚楚地写了:“主要来自投资快手的收益。”到血亏的Q3,百度也坦白交代,第三季亏损“包括了189亿元公允价值变动引起的损失”,简单说,就是股价下跌了,在季度截止的9月30日,快手股价只有82.7港元,远低于115港元的发行价,这相比最低的64.5港元还涨回来一些,不然百度更惨。</p>\n<p>快手和爱奇艺的区别在于,爱奇艺的亏损是算在百度自己的业绩内的,但快手引发的亏损算在对外投资里,爱奇艺亏的那17亿,是实实在在亏了,快手亏的则还有希望等着股价上涨赚回来。至于百度投资作业帮的钱,就可以直接当成打水漂了,绝对赚不回来了。</p>\n<p>可惜,快手自己也不怎么好过:在11月23日发布的Q3财报中,快手经调整亏损额48亿,其中按公允价值计量、“投资于上市和非上市实体”的亏损达到1.9亿。</p>\n<p>快手在投资上亏的不多,可能在于投的不多:上市以来,快手只在今年6月进行了一笔投资,那就是人人视频。快手的招股书中显示,2021年之前,快手已布局10个领域、超过40项投资,其中大部分围绕内容展开,但是基本没有成功的项目。</p>\n<p>在上市前,快手唯一的IPO果实是F轮领投的<a href=\"https://laohu8.com/S/ZH\">知乎</a>,而在知乎的今年Q3财报上,他们净亏损了2.7亿元,比去年同期扩大145%,股价也下跌了一些。</p>\n<p>很明显,快手亏钱,自身的问题更大,但可能前两季度快手表现太差了,反而Q3有一些反弹,不少人开始看好快手,百度有希望把自己的亏损拉回来一点了。</p>\n<p><img src=\"https://static.tigerbbs.com/e75476770b09655de550c74066c0ef58\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>▲图 / 电影《大空头》剧照</p>\n<p><b>腾讯阿里,难逃一亏</b></p>\n<p>爱奇艺和快手辜负了百度,知乎又辜负了快手,除了“连环坑”式的亏损,类似的故事,在“京东系”、“阿里系”和“腾讯系”中也反复发生,甚至连更小的B站,也频频在投资上栽跟头。</p>\n<p>11月17日,B站发布Q3财报,当季净亏损26.86亿元人民币,如果把前三季的“成绩”都算上,今年B站已经亏损了47.04亿元,比爱奇艺还多。值得关注的是,这其中有7.24亿的投资亏损。</p>\n<p>B站的投资向来被诟病“毫无章法”。有媒体统计,截至今年9月7日,B站已经有了35起投资,平均每7天一家。在B站大鸣大放的投资中,大头是MCN公司、新消费品牌和内容生态相关行业,比如B站知名UP主小豆蔻儿创立的汉服品牌“十三余”,以及在美妆区很火的国风美妆“花知晓”;另外,还有一些与B站主营业务看似毫无关联的品牌,比如观察者网、<a href=\"https://laohu8.com/S/CHA\">中国电信</a>和极氪汽车。这些投资一方面是为丰富B站的合作生态,另一方面也是为了和其他的投资者,以及被投资企业本身,形成新的“战略联盟”。</p>\n<p>不过,在所有的投资布局中,B站最看重的还是游戏:仅仅2021年前7个月,就投资了12家游戏公司,上个季度财报还宣称计划在几年内把自研游戏占整个游戏收入的比例提升到50%。</p>\n<p>然而,2021年,米哈游有《原神》,莉莉丝有《万国觉醒》,腾讯有《王者荣耀》,网易有《哈利波特魔法觉醒》,快手和字节跳动在一旁疯狂砸钱,也做出了一些数据不错的游戏。</p>\n<p>这些游戏养活了B站的游戏区,但B站自己,在《FGO》和《碧蓝航线》后就没有拿出特别吸金的游戏了,投资那么多游戏公司,可见B站多着急。</p>\n<p><img src=\"https://static.tigerbbs.com/19191a45c18210952286fcf4b6a88961\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p>\n<p>▲图 / 电影《大空头》剧照</p>\n<p>2021第三季度,京东也在投资上亏了不少钱。</p>\n<p>京东和B站一样,在投资界当“海王”。除了与自身业务有关联的达达快送、兴盛优选、国美电器,还投了企业服务、金融、智能硬件和汽车等各种领域,比如<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、蘑菇车联和知乎。</p>\n<p>一顿投资猛如虎,最后一看财报,京东自己的业务赚了50亿,但在股权投资上亏损了19亿,在二级市场上因为股价下跌又亏了31亿,加上其他的一些减值、利息等,最终净亏损28亿,像打工人一样辛辛苦苦干了三个月,赚的工资在股市快亏完了。</p>\n<p>在京东2021年披露的投资中,金额最大的一笔是对<a href=\"https://laohu8.com/S/DADA\">达达集团</a>的战略融资,足足8亿美元,持股51%。另外,京东还把自己的“京东到家”业务交给了达达:你在京东上买到的蔬菜水果、超市生鲜,都是小弟达达在配送。</p>\n<p>即使这样,京东还是没有扶起达达——根据达达集团的财报,虽然第三季度营收16.9亿,同比增长30%,但仍亏损5.427亿元,且前三季度一共亏了18.9亿。爱回收也是同样的情况:承接京东回收业务,第三季度亏损2250万。而在去年,这两个项目给京东的账面上带来超过141亿元的浮盈。</p>\n<p>至于美团和小米,也各有各的惨:美团净亏损99.9亿,虽然投资只亏损了1.18亿,但遭到反垄断处罚,罚款21亿元,另外美团买菜、美团优选、美团打车等新业务也在持续烧钱,估计一时半会也没法从亏钱的泥潭里出来。小米第三季度净利润7.89亿元,同比暴跌83.8%,发布会后小米解释,“都是长期投资赔了”,看数字,应该赔了19亿。</p>\n<p>很明显,大厂里面,还是腾讯和阿里家底厚实,实际上赚的钱也最多,腾讯赚了318亿,阿里赚了285亿,但是这两位“老大哥”,都不敢放开膀子赚钱,反而都想当“散财童子”。</p>\n<p>腾讯的投资盘子是最大的,受互联网股价下跌的影响也最大,有媒体统计,截至2021年6月末,腾讯的投资组合价值达到8162亿元,占总资产54%,属于“海王之王“。仅仅2021年,腾讯的投资并购就达到了247起,游戏、文娱最多,企业服务和医疗健康也不少。</p>\n<p>在本季度,因为公允价值变动,腾讯亏了364亿元,但是没算在利润表里,如果加上一些诸如外币折算差额之类的项目,其实明面上,腾讯全面亏损了11亿,而在401亿的净利润里,也有265亿是卖股票、卖股权赚来的——谁让腾讯投得早,价格便宜呢。</p>\n<p>这就向外界传递了一个信号,“腾讯没有想象中那么赚钱,很大程度是依赖投资”,整体净利润虽然还有317.51亿,但同比下降2%。腾讯意气风发了十年,净利润第一次跌了,仔细看,还是因为游戏业务增长没那么快了,不过这个时期,这未尝不是个好事。</p>\n<p>阿里则是在用烧钱做新业务的方式“回馈社会”,虽然赚了285亿,但阿里本季度的战略投资亏损就高达139亿,“主要用于社区团购、淘宝特价版、本地生活服务和Lazada等业务”,另外就也是股价下跌,亏了115亿,最后净利润就剩下34亿,基本上赚来的钱又都出去了。</p>\n<p>一个细节是,在9月,阿里清仓了<a href=\"https://laohu8.com/S/300413\">芒果超媒</a>,芒果TV及爆款综艺《明星大侦探》《乘风破浪的姐姐》的“亲妈”。流量不能直接兑换人民币,芒果超媒和所有流媒体平台一样,难掩颓势——持股10个月,阿里在这里亏损了20多亿。</p>\n<p><b>都是一条绳上的蚂蚱</b></p>\n<p>整个第三季度,中概股都不太景气,小公司股价狂跌,把巨头们也带了个跟头。所以南美洲一只蝴蝶扇扇翅膀,<a href=\"https://laohu8.com/S/601099\">太平洋</a>就掀起一阵飓风,就像知乎坑了快手、快手又坑了百度,游戏股和教育股的狂跌,也害惨了B站和腾讯。</p>\n<p>当然,巨头们自己营收下滑、股价下跌,让大盘情况更差,形成一个恶性循环。今年以来,有被反垄断风险的几个大厂的股价都跌了,而他们的业务也受到不同程度的重创。</p>\n<p>以广告业务为例,互联网最基础的就是流量生意,广告是低成本、高毛利的赚钱方式,但谁最爱投广告呢?是《贪玩蓝月》、在线教育和流量明星。然而第三季度,游戏监管日趋严格,教培行业直接消失,明星顶流纷纷噤声,也因此,Q3以来,大厂的广告业务集体失速。</p>\n<p>不过这不是“投资亏损”的全部原因。</p>\n<p>互联网巨头们的投资,不止是买上市公司的股票,还有对非公开的一级市场中初创公司和独角兽公司的投资。按照企业财务准则的规定,这些企业的盈亏,可以不算进集团的财务报表。只有被投资企业的经营状况无法挽回、集团需对初始投资进行减值时,才需要披露。</p>\n<p>但是,什么时候是“经营状况无法挽回”,是可以由企业自由裁量的,这就给了企业选择性“计提减值”的空间。</p>\n<p>大部分时候,公司想要向投资者展示自己的赚钱能力,所以不会轻易披露投资亏损;但在某些时候,披露亏损反倒是更好的选择。比如在股价底部时,适时计提一级市场的亏损,可以掩盖主营业务的不利状况,将亏损更多归结于投资,也可以一次性把利空出尽,之后就能稳步上涨。</p>\n<p>最近或许就是这样的时刻:大盘低迷、消费放缓,加上监管愈发严格,大多数投资者对Q3的不景气已经有了预期,这时顺带披露之前的投资亏损、经营问题,不会给股价造成太大的震荡——反正情况已经不会比现在更糟了。</p>\n<p>最重要的是,相比用户增长和营收上出现问题,投资亏损,是更能被市场接受的“失误”。</p>\n<p>对大公司来说,增速稳定才意味着股价稳定。如果将投资估值拉得过高,加在净利润上,最终会抑制下一阶段的增速,并影响到后来的投资者,导致股价震荡;相比之下,如果通过调整投资估值,控制增速的稳定性,则有利于股价的稳定上涨。</p>\n<p>而对另一些经营状况相对良好的公司,适当披露投资亏损,或者加大部分领域的投入,使最终的净利润降低,也算是一种识时务的选择。</p>\n<p>比如阿里,营收增长虽然很低,但用户增长其实很高,这对电商平台发展非常关键;如果剔除他们强调的社区团购、淘宝特价版、本地生活服务和Lazada等业务亏损,会发现商业分部的净利达到522亿,和去年同期相差无几。但是,在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>遭遇反垄断处罚、<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>被监管部门约谈的情况下,适当收敛锋芒,表明自己没那么赚钱了,也不失为一种策略。</p>\n<p>再比如,马化腾在Q3财报发布会上的致辞,也显得十分乖巧:“腾讯积极投资于重点战略领域及前沿科技,并作出新的承诺投入共同富裕项目。展望未来,我们致力为用户提供卓越的体验,助力企业实现数字化运营,以及为整体社会作出贡献。”而腾讯Q3的研发开支达到了137.3亿元新高,这些钱被用在了云计算等基础建设领域,展现出腾讯“助力实体经济”的决心。</p>\n<p><img src=\"https://static.tigerbbs.com/a46dd4e249e0e159a106c17b60e0d92b\" tg-width=\"749\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n<p>▲腾讯在硬核科技领域投资力度持续增大。图 / TechWeb网站</p>\n<p>一位券商从业者告诉每日人物,相比投资收益,大厂自身业务的用户规模及商业化表现,才是行业研究者更关注的因素。“投资不是这些大厂的本职工作,不能雪中送炭,只会锦上添花。如果主营业务非常亮眼,公司很可能会考虑到监管边际上的收紧给自己未来发展可能造成的压力,从而主动调整投资这边的估值,让自己未来灵活一点,也是另一种意义上的对股东负责。”</p>\n<p>因此,就算是“投资王者”腾讯,影响其市场认可度的,最终还是它自身的经营能力;而投资并不成功的快手,也因其强劲增长的GMV及电商业务,而被部分投资人看好。</p>\n<p>大厂和投资者的关系有点像恋爱,重要的不是一直赚钱,而是一直体面。一直强势是不行的,有时候,要学会适当卖惨、楚楚可怜,更重要的是,学会在“不重要的事”上能果断取舍。</p>\n<p>从这个季度的财报里,也能明显感受到互联网“脱虚向实”的转变。</p>\n<p>《经济学人》8月的一篇报道曾分析,中国整治互联网行业的背后是希望将人才、资源投入到半导体等“硬科技”中,让互联网承担更多的社会责任。这也是诸多大厂在财报中释放出的讯号:小米强调了在科技领域的研发投入;拼多多宣布将所有利润投入农业研发;腾讯和阿里都以各种方式强调了自己对企业服务的贡献,以及接下来一年将资金投入到“科技创新、数字基础设施建设”等领域的决心。</p>\n<p>这也意味着,明年开始,大厂的投资可能会更谨慎了——监管收紧的情况下,强势如腾讯也很难发挥出资本优势,只能更专注自身业务的拓展。大厂们会渐渐掌握新的规则:谨慎抢占新赛道、不要盲目扩张、不再跟风站队,以及别再彼此忽悠了。</p>\n<p>毕竟,我们已经在Q3财报里,“赤裸相见”过了。</p>\n<p><img src=\"https://static.tigerbbs.com/ea4c517131d7fee9482ea50ceb3ec522\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>▲图 / 电影《大空头》剧照</p>","source":"mrrw","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>大厂“狼人杀”:快手坑了百度,知乎伤了快手</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; 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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大厂“狼人杀”:快手坑了百度,知乎伤了快手\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-05 09:21 北京时间 <a href=https://mp.weixin.qq.com/s/V3SOJQsA7fck2D3UMpbuew><strong>每日人物</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>刚刚过去的11月里,国内主流互联网公司,都发布了2021年第三季度的业绩报告,与以往财报季“几家欢喜几家愁”的情形不同,这次几乎所有互联网公司都是一片惨淡,没有最惨,只有更惨。在监管日益趋严之下,“卖惨”和“低调”仿佛成了大厂们共同的选择,但是在纷繁的数字之下,藏着大厂们各自的“心机”:有人真不好过,干脆直接触底,给未来一个好的预期;有人赚不少钱,但也不敢炫耀,生怕成为焦点。\n究竟谁在裸泳?谁在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/V3SOJQsA7fck2D3UMpbuew\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce4dcdc613290126816decd12acee6e2","relate_stocks":{"BK4509":"腾讯概念","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","BK4526":"热门中概股","BIDU":"百度","BK4552":"Archegos爆仓风波概念","BK1095":"互动媒体与服务","01024":"快手-W","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK1591":"就地过年概念","BK1590":"短视频概念股","BK4539":"次新股","ZH":"知乎","BK1575":"同股不同权","BK1608":"元宇宙概念","BK4531":"中概回港概念"},"source_url":"https://mp.weixin.qq.com/s/V3SOJQsA7fck2D3UMpbuew","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129062478","content_text":"刚刚过去的11月里,国内主流互联网公司,都发布了2021年第三季度的业绩报告,与以往财报季“几家欢喜几家愁”的情形不同,这次几乎所有互联网公司都是一片惨淡,没有最惨,只有更惨。在监管日益趋严之下,“卖惨”和“低调”仿佛成了大厂们共同的选择,但是在纷繁的数字之下,藏着大厂们各自的“心机”:有人真不好过,干脆直接触底,给未来一个好的预期;有人赚不少钱,但也不敢炫耀,生怕成为焦点。\n究竟谁在裸泳?谁在藏拙?互联网大厂又是如何彼此连累的呢?\n翻开互联网大厂的2021年第三季度业绩报告,虽然业务不同,规模各异,但仔细一看,各家的报告里歪歪斜斜的每页都写着两个字:亏钱。\n明面上看,最惨的是百度,亏了166亿,腾讯最优秀,赚了401亿,但拨开表面数字,往深处看,真正亏了不少的,要数美团、快手和B站,各自亏了几十亿;百度和京东看似亏了,其实没少赚,小米和拼多多好像只赚了一点,但也没少赚,他们四家各自赚了几十亿;最赚钱的,还是腾讯和阿里,都在300亿上下;10家公司里,只有网易浓眉大眼,看着赚了30多亿,就真的是30多亿。\n\n▲各大互联网公司财报数据。制图 / 每日人物\n按照实际的赚钱能力排个序,应该是:腾讯、阿里、小米、百度、京东、网易、拼多多,剩下三家亏钱的,依次是B站、快手、美团,也就是说,现阶段前七家公司的自有业务都赚钱了,后三家业务还在烧钱。\n但互联网大厂不仅自己赚钱,也投资了不少其他公司,这些被投公司有的上市了,有的还在股权投资阶段,只有大概的估值,投资这些公司是赚了还是亏了,也会反映在互联网大厂们的财务报表里,这就给他们真实的赚钱情况蒙上了一层纱。比如第三季度,百度自己的业务赚了51亿,但对外投资亏了189亿,直接让百度在本季度由盈利转为亏损。\n神奇的是,本季度互联网大厂在投资上几乎清一色的亏损,10家公司里只有拼多多一家通过投资赚钱了,但也仅有6.3亿,其他少则亏几千万,多则亏几百亿,虽然都是浮亏(公允价值变动),但要想让被投公司跌下来的股价和估值再涨上去,也不是那么容易的事情。\n在过去,互联网大厂们资金充裕,在竞争激烈、跑马圈地的那几年里,要么亲自下场肉搏,要么用投资拉帮结派,打代理人战争,企业风险/战略投资(CVC)成为一股重要的投资力量,就拿腾讯来说,在投资方面不亚于红杉资本等全球顶级投资机构,投资版图几乎是互联网半壁江山,上边这些公司里,腾讯是京东、拼多多、B站、快手、美团共同的股东。\n投资把整个互联网行业联结起来,但一荣俱荣,一损俱损,随着监管趋严和行业红利消失,互联网股价大跌,大厂们就成了彼此的累赘,开始互相坑、连环坑,反映在财报里,就是大大小小的投资亏损。\n家底再厚也不经造,杀死富二代的是创业,拖垮大厂的是投资。这些血亏的大厂,分别投资了谁?这些投资和什么有关?还有,为什么投资亏损,都“巧合”地集中在了Q3(第三季度)?\n知乎坑了快手,快手又坑了百度\n百度是最爱投资的大厂之一。Q3季度,除了在交通、AI、智能云等方面持续加大投资外,快手和爱奇艺两项投资,值得单独拿出来说一说。\n爱奇艺一直是百度不争气的“小弟”。某种意义上,它已经成为了“内容平台不赚钱”的代名词:收入基本只有会员和广告,但会员数量涨不动了,2021年广告市场又整体收缩,再加这一两年,“超前点播”被骂,会员广告问题被约谈,《迷雾剧场》延期又反响一般……这一切问题最终都会反映在钱上。\n百度和爱奇艺的财报都是11月17日发布的。所以,百度的财报里,爱奇艺营收虽然低迷,股价却还算稳定。等到爱奇艺坦白自己广告收入仅仅17亿、公司净亏损17.34亿后,两个交易日内,爱奇艺股价直接狂跌19%,百度也跟着又跌了10%。本就不富裕的Q3,就此雪上加霜。\n另一个辜负了百度的是快手,而且不是爱奇艺那样的持续低迷,而是一刀背刺。\n今年2月,快手赴港上市,招股书中提到,百度在快手持股3.78%。在2021年一季度,这3.78%的股份给百度带来237亿的投资收益,占百度第一季度净利润的大头。然而,曾经多甜蜜,现在就有多落寞。Q1百度大赚特赚时,就在财报里清清楚楚地写了:“主要来自投资快手的收益。”到血亏的Q3,百度也坦白交代,第三季亏损“包括了189亿元公允价值变动引起的损失”,简单说,就是股价下跌了,在季度截止的9月30日,快手股价只有82.7港元,远低于115港元的发行价,这相比最低的64.5港元还涨回来一些,不然百度更惨。\n快手和爱奇艺的区别在于,爱奇艺的亏损是算在百度自己的业绩内的,但快手引发的亏损算在对外投资里,爱奇艺亏的那17亿,是实实在在亏了,快手亏的则还有希望等着股价上涨赚回来。至于百度投资作业帮的钱,就可以直接当成打水漂了,绝对赚不回来了。\n可惜,快手自己也不怎么好过:在11月23日发布的Q3财报中,快手经调整亏损额48亿,其中按公允价值计量、“投资于上市和非上市实体”的亏损达到1.9亿。\n快手在投资上亏的不多,可能在于投的不多:上市以来,快手只在今年6月进行了一笔投资,那就是人人视频。快手的招股书中显示,2021年之前,快手已布局10个领域、超过40项投资,其中大部分围绕内容展开,但是基本没有成功的项目。\n在上市前,快手唯一的IPO果实是F轮领投的知乎,而在知乎的今年Q3财报上,他们净亏损了2.7亿元,比去年同期扩大145%,股价也下跌了一些。\n很明显,快手亏钱,自身的问题更大,但可能前两季度快手表现太差了,反而Q3有一些反弹,不少人开始看好快手,百度有希望把自己的亏损拉回来一点了。\n\n▲图 / 电影《大空头》剧照\n腾讯阿里,难逃一亏\n爱奇艺和快手辜负了百度,知乎又辜负了快手,除了“连环坑”式的亏损,类似的故事,在“京东系”、“阿里系”和“腾讯系”中也反复发生,甚至连更小的B站,也频频在投资上栽跟头。\n11月17日,B站发布Q3财报,当季净亏损26.86亿元人民币,如果把前三季的“成绩”都算上,今年B站已经亏损了47.04亿元,比爱奇艺还多。值得关注的是,这其中有7.24亿的投资亏损。\nB站的投资向来被诟病“毫无章法”。有媒体统计,截至今年9月7日,B站已经有了35起投资,平均每7天一家。在B站大鸣大放的投资中,大头是MCN公司、新消费品牌和内容生态相关行业,比如B站知名UP主小豆蔻儿创立的汉服品牌“十三余”,以及在美妆区很火的国风美妆“花知晓”;另外,还有一些与B站主营业务看似毫无关联的品牌,比如观察者网、中国电信和极氪汽车。这些投资一方面是为丰富B站的合作生态,另一方面也是为了和其他的投资者,以及被投资企业本身,形成新的“战略联盟”。\n不过,在所有的投资布局中,B站最看重的还是游戏:仅仅2021年前7个月,就投资了12家游戏公司,上个季度财报还宣称计划在几年内把自研游戏占整个游戏收入的比例提升到50%。\n然而,2021年,米哈游有《原神》,莉莉丝有《万国觉醒》,腾讯有《王者荣耀》,网易有《哈利波特魔法觉醒》,快手和字节跳动在一旁疯狂砸钱,也做出了一些数据不错的游戏。\n这些游戏养活了B站的游戏区,但B站自己,在《FGO》和《碧蓝航线》后就没有拿出特别吸金的游戏了,投资那么多游戏公司,可见B站多着急。\n\n▲图 / 电影《大空头》剧照\n2021第三季度,京东也在投资上亏了不少钱。\n京东和B站一样,在投资界当“海王”。除了与自身业务有关联的达达快送、兴盛优选、国美电器,还投了企业服务、金融、智能硬件和汽车等各种领域,比如唯品会、蘑菇车联和知乎。\n一顿投资猛如虎,最后一看财报,京东自己的业务赚了50亿,但在股权投资上亏损了19亿,在二级市场上因为股价下跌又亏了31亿,加上其他的一些减值、利息等,最终净亏损28亿,像打工人一样辛辛苦苦干了三个月,赚的工资在股市快亏完了。\n在京东2021年披露的投资中,金额最大的一笔是对达达集团的战略融资,足足8亿美元,持股51%。另外,京东还把自己的“京东到家”业务交给了达达:你在京东上买到的蔬菜水果、超市生鲜,都是小弟达达在配送。\n即使这样,京东还是没有扶起达达——根据达达集团的财报,虽然第三季度营收16.9亿,同比增长30%,但仍亏损5.427亿元,且前三季度一共亏了18.9亿。爱回收也是同样的情况:承接京东回收业务,第三季度亏损2250万。而在去年,这两个项目给京东的账面上带来超过141亿元的浮盈。\n至于美团和小米,也各有各的惨:美团净亏损99.9亿,虽然投资只亏损了1.18亿,但遭到反垄断处罚,罚款21亿元,另外美团买菜、美团优选、美团打车等新业务也在持续烧钱,估计一时半会也没法从亏钱的泥潭里出来。小米第三季度净利润7.89亿元,同比暴跌83.8%,发布会后小米解释,“都是长期投资赔了”,看数字,应该赔了19亿。\n很明显,大厂里面,还是腾讯和阿里家底厚实,实际上赚的钱也最多,腾讯赚了318亿,阿里赚了285亿,但是这两位“老大哥”,都不敢放开膀子赚钱,反而都想当“散财童子”。\n腾讯的投资盘子是最大的,受互联网股价下跌的影响也最大,有媒体统计,截至2021年6月末,腾讯的投资组合价值达到8162亿元,占总资产54%,属于“海王之王“。仅仅2021年,腾讯的投资并购就达到了247起,游戏、文娱最多,企业服务和医疗健康也不少。\n在本季度,因为公允价值变动,腾讯亏了364亿元,但是没算在利润表里,如果加上一些诸如外币折算差额之类的项目,其实明面上,腾讯全面亏损了11亿,而在401亿的净利润里,也有265亿是卖股票、卖股权赚来的——谁让腾讯投得早,价格便宜呢。\n这就向外界传递了一个信号,“腾讯没有想象中那么赚钱,很大程度是依赖投资”,整体净利润虽然还有317.51亿,但同比下降2%。腾讯意气风发了十年,净利润第一次跌了,仔细看,还是因为游戏业务增长没那么快了,不过这个时期,这未尝不是个好事。\n阿里则是在用烧钱做新业务的方式“回馈社会”,虽然赚了285亿,但阿里本季度的战略投资亏损就高达139亿,“主要用于社区团购、淘宝特价版、本地生活服务和Lazada等业务”,另外就也是股价下跌,亏了115亿,最后净利润就剩下34亿,基本上赚来的钱又都出去了。\n一个细节是,在9月,阿里清仓了芒果超媒,芒果TV及爆款综艺《明星大侦探》《乘风破浪的姐姐》的“亲妈”。流量不能直接兑换人民币,芒果超媒和所有流媒体平台一样,难掩颓势——持股10个月,阿里在这里亏损了20多亿。\n都是一条绳上的蚂蚱\n整个第三季度,中概股都不太景气,小公司股价狂跌,把巨头们也带了个跟头。所以南美洲一只蝴蝶扇扇翅膀,太平洋就掀起一阵飓风,就像知乎坑了快手、快手又坑了百度,游戏股和教育股的狂跌,也害惨了B站和腾讯。\n当然,巨头们自己营收下滑、股价下跌,让大盘情况更差,形成一个恶性循环。今年以来,有被反垄断风险的几个大厂的股价都跌了,而他们的业务也受到不同程度的重创。\n以广告业务为例,互联网最基础的就是流量生意,广告是低成本、高毛利的赚钱方式,但谁最爱投广告呢?是《贪玩蓝月》、在线教育和流量明星。然而第三季度,游戏监管日趋严格,教培行业直接消失,明星顶流纷纷噤声,也因此,Q3以来,大厂的广告业务集体失速。\n不过这不是“投资亏损”的全部原因。\n互联网巨头们的投资,不止是买上市公司的股票,还有对非公开的一级市场中初创公司和独角兽公司的投资。按照企业财务准则的规定,这些企业的盈亏,可以不算进集团的财务报表。只有被投资企业的经营状况无法挽回、集团需对初始投资进行减值时,才需要披露。\n但是,什么时候是“经营状况无法挽回”,是可以由企业自由裁量的,这就给了企业选择性“计提减值”的空间。\n大部分时候,公司想要向投资者展示自己的赚钱能力,所以不会轻易披露投资亏损;但在某些时候,披露亏损反倒是更好的选择。比如在股价底部时,适时计提一级市场的亏损,可以掩盖主营业务的不利状况,将亏损更多归结于投资,也可以一次性把利空出尽,之后就能稳步上涨。\n最近或许就是这样的时刻:大盘低迷、消费放缓,加上监管愈发严格,大多数投资者对Q3的不景气已经有了预期,这时顺带披露之前的投资亏损、经营问题,不会给股价造成太大的震荡——反正情况已经不会比现在更糟了。\n最重要的是,相比用户增长和营收上出现问题,投资亏损,是更能被市场接受的“失误”。\n对大公司来说,增速稳定才意味着股价稳定。如果将投资估值拉得过高,加在净利润上,最终会抑制下一阶段的增速,并影响到后来的投资者,导致股价震荡;相比之下,如果通过调整投资估值,控制增速的稳定性,则有利于股价的稳定上涨。\n而对另一些经营状况相对良好的公司,适当披露投资亏损,或者加大部分领域的投入,使最终的净利润降低,也算是一种识时务的选择。\n比如阿里,营收增长虽然很低,但用户增长其实很高,这对电商平台发展非常关键;如果剔除他们强调的社区团购、淘宝特价版、本地生活服务和Lazada等业务亏损,会发现商业分部的净利达到522亿,和去年同期相差无几。但是,在阿里巴巴遭遇反垄断处罚、蚂蚁集团被监管部门约谈的情况下,适当收敛锋芒,表明自己没那么赚钱了,也不失为一种策略。\n再比如,马化腾在Q3财报发布会上的致辞,也显得十分乖巧:“腾讯积极投资于重点战略领域及前沿科技,并作出新的承诺投入共同富裕项目。展望未来,我们致力为用户提供卓越的体验,助力企业实现数字化运营,以及为整体社会作出贡献。”而腾讯Q3的研发开支达到了137.3亿元新高,这些钱被用在了云计算等基础建设领域,展现出腾讯“助力实体经济”的决心。\n\n▲腾讯在硬核科技领域投资力度持续增大。图 / TechWeb网站\n一位券商从业者告诉每日人物,相比投资收益,大厂自身业务的用户规模及商业化表现,才是行业研究者更关注的因素。“投资不是这些大厂的本职工作,不能雪中送炭,只会锦上添花。如果主营业务非常亮眼,公司很可能会考虑到监管边际上的收紧给自己未来发展可能造成的压力,从而主动调整投资这边的估值,让自己未来灵活一点,也是另一种意义上的对股东负责。”\n因此,就算是“投资王者”腾讯,影响其市场认可度的,最终还是它自身的经营能力;而投资并不成功的快手,也因其强劲增长的GMV及电商业务,而被部分投资人看好。\n大厂和投资者的关系有点像恋爱,重要的不是一直赚钱,而是一直体面。一直强势是不行的,有时候,要学会适当卖惨、楚楚可怜,更重要的是,学会在“不重要的事”上能果断取舍。\n从这个季度的财报里,也能明显感受到互联网“脱虚向实”的转变。\n《经济学人》8月的一篇报道曾分析,中国整治互联网行业的背后是希望将人才、资源投入到半导体等“硬科技”中,让互联网承担更多的社会责任。这也是诸多大厂在财报中释放出的讯号:小米强调了在科技领域的研发投入;拼多多宣布将所有利润投入农业研发;腾讯和阿里都以各种方式强调了自己对企业服务的贡献,以及接下来一年将资金投入到“科技创新、数字基础设施建设”等领域的决心。\n这也意味着,明年开始,大厂的投资可能会更谨慎了——监管收紧的情况下,强势如腾讯也很难发挥出资本优势,只能更专注自身业务的拓展。大厂们会渐渐掌握新的规则:谨慎抢占新赛道、不要盲目扩张、不再跟风站队,以及别再彼此忽悠了。\n毕竟,我们已经在Q3财报里,“赤裸相见”过了。\n\n▲图 / 电影《大空头》剧照","news_type":1},"isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861837813,"gmtCreate":1632480296632,"gmtModify":1632483918746,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"腾讯再能涨 吃翔..","listText":"腾讯再能涨 吃翔..","text":"腾讯再能涨 吃翔..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861837813","repostId":"1116400803","repostType":4,"repost":{"id":"1116400803","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":1632479601,"share":"https://www.laohu8.com/m/news/1116400803?lang=&edition=full","pubTime":"2021-09-24 18:33","market":"hk","language":"zh","title":"腾讯控股:今日耗资约1.022亿港元,回购22万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1116400803","media":"老虎资讯综合","summary":"9月24日,腾讯控股:今日以456.4港元-472.4港元/股的价格回购22万股公司股票,共耗资约1.022亿港元。近期回购一览","content":"<p>9月24日,腾讯控股:今日以456.4港元-472.4港元/股的价格回购22万股公司股票,共耗资约1.022亿港元。<img src=\"https://static.tigerbbs.com/494a6b8e576a9389479977020e8eb05c\" tg-width=\"1593\" tg-height=\"568\" 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯控股:今日耗资约1.022亿港元,回购22万股\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\">2021-09-24 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月24日,腾讯控股:今日以456.4港元-472.4港元/股的价格回购22万股公司股票,共耗资约1.022亿港元。<img src=\"https://static.tigerbbs.com/494a6b8e576a9389479977020e8eb05c\" tg-width=\"1593\" tg-height=\"568\" referrerpolicy=\"no-referrer\"><b>近期回购一览</b><img src=\"https://static.tigerbbs.com/4c8a0f85de734d3ce1c0935832a43391\" tg-width=\"1556\" tg-height=\"880\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6a4f9187a56a7d9343c921d75f853cac\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116400803","content_text":"9月24日,腾讯控股:今日以456.4港元-472.4港元/股的价格回购22万股公司股票,共耗资约1.022亿港元。近期回购一览","news_type":1},"isVote":1,"tweetType":1,"viewCount":2140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819113521,"gmtCreate":1630043189663,"gmtModify":1704955078734,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"跌一半再说","listText":"跌一半再说","text":"跌一半再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819113521","repostId":"1187775684","repostType":4,"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838013020,"gmtCreate":1629357659960,"gmtModify":1629357659960,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"坐等2025","listText":"坐等2025","text":"坐等2025","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838013020","repostId":"1160842588","repostType":4,"repost":{"id":"1160842588","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":1629357183,"share":"https://www.laohu8.com/m/news/1160842588?lang=&edition=full","pubTime":"2021-08-19 15:13","market":"sh","language":"zh","title":"商务部:在充电、通行等环节为新能源汽车创造更多便利","url":"https://stock-news.laohu8.com/highlight/detail?id=1160842588","media":"老虎资讯综合","summary":"商务部发言人高峰表示,鼓励引导各地通过增加号牌指标、放宽号牌申请条件等措施,减少新能源汽车购买环节的限制,在充电、通行、停车等使用环节为新能源汽车创造更多便利。各地通过多种措施加大在公交、出租、物流配","content":"<p>商务部发言人高峰表示,鼓励引导各地通过增加号牌指标、放宽号牌申请条件等措施,减少新能源汽车购买环节的限制,在充电、通行、停车等使用环节为新能源汽车创造更多便利。各地通过多种措施加大在公交、出租、物流配送等公共领域新能源汽车推广使用的力度。</p>\n<p>高峰表示,今年1-7月,我国汽车生产企业新能源汽车销量147.8万辆,同比增长2倍,超过2020年全年136.7万辆的水平,创历史新高。新能源汽车销量占生产企业新车销量的比重达到10.0%,较去年同期提高6.1个百分点。今年上半年,新能源汽车个人购买的比例超过七成,市场内生动力进一步增强。</p>\n<p>高峰称:新能源汽车市场渗透率将进一步提高,销量有望继续保持增长态势。</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>商务部:在充电、通行等环节为新能源汽车创造更多便利</title>\n<style 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15:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>商务部发言人高峰表示,鼓励引导各地通过增加号牌指标、放宽号牌申请条件等措施,减少新能源汽车购买环节的限制,在充电、通行、停车等使用环节为新能源汽车创造更多便利。各地通过多种措施加大在公交、出租、物流配送等公共领域新能源汽车推广使用的力度。</p>\n<p>高峰表示,今年1-7月,我国汽车生产企业新能源汽车销量147.8万辆,同比增长2倍,超过2020年全年136.7万辆的水平,创历史新高。新能源汽车销量占生产企业新车销量的比重达到10.0%,较去年同期提高6.1个百分点。今年上半年,新能源汽车个人购买的比例超过七成,市场内生动力进一步增强。</p>\n<p>高峰称:新能源汽车市场渗透率将进一步提高,销量有望继续保持增长态势。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","002594":"比亚迪"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160842588","content_text":"商务部发言人高峰表示,鼓励引导各地通过增加号牌指标、放宽号牌申请条件等措施,减少新能源汽车购买环节的限制,在充电、通行、停车等使用环节为新能源汽车创造更多便利。各地通过多种措施加大在公交、出租、物流配送等公共领域新能源汽车推广使用的力度。\n高峰表示,今年1-7月,我国汽车生产企业新能源汽车销量147.8万辆,同比增长2倍,超过2020年全年136.7万辆的水平,创历史新高。新能源汽车销量占生产企业新车销量的比重达到10.0%,较去年同期提高6.1个百分点。今年上半年,新能源汽车个人购买的比例超过七成,市场内生动力进一步增强。\n高峰称:新能源汽车市场渗透率将进一步提高,销量有望继续保持增长态势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833577276,"gmtCreate":1629252592495,"gmtModify":1629252592495,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"任性了呗","listText":"任性了呗","text":"任性了呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833577276","repostId":"1118164551","repostType":4,"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894575952,"gmtCreate":1628843550176,"gmtModify":1628843550176,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"交割还是交易","listText":"交割还是交易","text":"交割还是交易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894575952","repostId":"1172070350","repostType":4,"repost":{"id":"1172070350","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":1628843294,"share":"https://www.laohu8.com/m/news/1172070350?lang=&edition=full","pubTime":"2021-08-13 16:28","market":"sh","language":"zh","title":"中金所:减半收取2021年8月至12月股指期货手续费","url":"https://stock-news.laohu8.com/highlight/detail?id=1172070350","media":"老虎资讯综合","summary":"8月13日,中金所公告,自2021年8月16日起至2021年12月31日止,减半收取股指期货、国债期货交割手续费。","content":"<p>8月13日,中金所公告,自2021年8月16日起至2021年12月31日止,减半收取股指期货、国债期货交割手续费。</p>\n<p><img src=\"https://static.tigerbbs.com/7dab67bfccbf6be5b54613c41f38a5e1\" tg-width=\"1460\" tg-height=\"467\" 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>中金所:减半收取2021年8月至12月股指期货手续费</title>\n<style 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16:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月13日,中金所公告,自2021年8月16日起至2021年12月31日止,减半收取股指期货、国债期货交割手续费。</p>\n<p><img src=\"https://static.tigerbbs.com/7dab67bfccbf6be5b54613c41f38a5e1\" tg-width=\"1460\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/076b1d64f243a5c3e69ea06e9b1b46a0","relate_stocks":{"000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172070350","content_text":"8月13日,中金所公告,自2021年8月16日起至2021年12月31日止,减半收取股指期货、国债期货交割手续费。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895567066,"gmtCreate":1628757632455,"gmtModify":1628757632455,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"不值咯","listText":"不值咯","text":"不值咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895567066","repostId":"1138428842","repostType":4,"repost":{"id":"1138428842","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":1628757577,"share":"https://www.laohu8.com/m/news/1138428842?lang=&edition=full","pubTime":"2021-08-12 16:39","market":"hk","language":"zh","title":"上交所:自8月16日起将中芯国际调出上证沪股通指数样本","url":"https://stock-news.laohu8.com/highlight/detail?id=1138428842","media":"老虎资讯综合","summary":"上交所公告称,根据指数规则,上海证券交易所与中证指数有限公司决定自2021年8月16日起,对上证沪股通指数的样本进行调整,中芯国际调出上证沪股通指数样本。\n“今年1月份,科创板正式纳入沪港通标的,因中","content":"<p>上交所公告称,根据指数规则,上海证券交易所与中证指数有限公司决定自2021年8月16日起,对上证沪股通指数的样本进行调整,中芯国际调出上证沪股通指数样本。</p>\n<p>“今年1月份,科创板正式纳入沪港通标的,因中芯国际注册地在开曼群岛,根据相关规则,中芯国际未纳入沪股通股票范围。为指数表征更准确,指数公司近期在广泛征求市场意见的基础上对指数编制细则进行了常规审阅,将中芯国际调出了沪股通指数样本,此次调出的是沪股通指数的样本。“目前尚无基于沪股通指数的相关基金产品,此次优化调整不影响任何正常投资交易。”业内人士解读道。<img src=\"https://static.tigerbbs.com/a09b3fdff8238f6c9af07730ad977e7a\" tg-width=\"1073\" tg-height=\"513\" 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\" 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16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上交所公告称,根据指数规则,上海证券交易所与中证指数有限公司决定自2021年8月16日起,对上证沪股通指数的样本进行调整,中芯国际调出上证沪股通指数样本。</p>\n<p>“今年1月份,科创板正式纳入沪港通标的,因中芯国际注册地在开曼群岛,根据相关规则,中芯国际未纳入沪股通股票范围。为指数表征更准确,指数公司近期在广泛征求市场意见的基础上对指数编制细则进行了常规审阅,将中芯国际调出了沪股通指数样本,此次调出的是沪股通指数的样本。“目前尚无基于沪股通指数的相关基金产品,此次优化调整不影响任何正常投资交易。”业内人士解读道。<img src=\"https://static.tigerbbs.com/a09b3fdff8238f6c9af07730ad977e7a\" tg-width=\"1073\" tg-height=\"513\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1ecaf7b843618667282559909e22a1fb","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138428842","content_text":"上交所公告称,根据指数规则,上海证券交易所与中证指数有限公司决定自2021年8月16日起,对上证沪股通指数的样本进行调整,中芯国际调出上证沪股通指数样本。\n“今年1月份,科创板正式纳入沪港通标的,因中芯国际注册地在开曼群岛,根据相关规则,中芯国际未纳入沪股通股票范围。为指数表征更准确,指数公司近期在广泛征求市场意见的基础上对指数编制细则进行了常规审阅,将中芯国际调出了沪股通指数样本,此次调出的是沪股通指数的样本。“目前尚无基于沪股通指数的相关基金产品,此次优化调整不影响任何正常投资交易。”业内人士解读道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895231786,"gmtCreate":1628745573045,"gmtModify":1628746691472,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"额 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referrerpolicy=\"no-referrer\">此前,百度于3月1日开始实行1:80股票拆分,将其ADS(美国存托股票)所代表的A类普通股的比例从每10股ADS代表1股A类普通股,更改为每1股ADS代表8股A类普通股。</p><p>由于拆股更有利公司以每手较低价格发行,降低入场门槛同时增加灵活性,百度此举也被视为在为二次上市做准备。</p><p>3月4日,港交所批准百度二次上市申请,9日,百度通过港交所聆讯,聆讯资料集显示,百度定位自身为拥有强大互联网基础的领先AI公司,较美国上市时的搜索引擎公司的定位有了较大变动。</p><p>此外,资料集显示百度核心业务主要有3个增长引擎:移动生态(百度App、好看视频、百度贴吧)、智能云(包括PaaS、SaaS和Iaas的AI解决方案)、智能驾驶与其他(智能驾驶、小度、AI芯片研发)。</p><p>3月11晚,百度宣布香港联交所主板上市计划。文件披露,百度计划发售95000万股公司A类普通股,发售价将不超过每股295港元。预计全球发行将净筹资36亿美元,股票代号9888,由BofA Securities、中信证券、高盛担任二次上市保荐人。</p><p>百度表示,其拟将全球发售募集资金净额用于以下用途:持续科技投资,并且促进以人工智能为主的创新商业化;进一步发展百度移动生态,进一步实现多元变现;流动资金及一般公司用途,以支持公司的业务营运及增长。</p><p>财务数据方面,百度向港交所提交的文件显示,2018年、2019年及2020年,总收入分别为1023亿元、1074亿元、1071亿元。归属于百度集团的净利润分别为276亿元、21亿元和225亿元,其中2019年的净利润包括对Trip.com投资的非现金减值损失人民币89亿元。</p><p><img src=\"https://static.tigerbbs.com/e47c70a9cd3bf541e915b0aa22178e53\" tg-width=\"623\" tg-height=\"695\" referrerpolicy=\"no-referrer\"></p><p>图片来源:百度聆讯资料集</p><p>资料还披露了爱奇艺的财务数据。2019年至2020年,爱奇艺的收入分别为250亿元、290亿元及297亿元,这三年间,归属爱奇艺的净亏损为91亿元、103亿元和70亿元。</p><p>二度上市,百度认为其优势的核心在于其“世界一流的AI能力”,对于下一步发展业务,百度聚焦在技术投资、智能云扩展、商业化智能驾驶、移动生态拓展,以及有选择地物色并购及战略投资对象五方面。</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>IFR:百度将香港IPO发行价定为每股252港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIFR:百度将香港IPO发行价定为每股252港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-17 12:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据路透社旗下媒体IFR:百度将香港IPO发行价定为每股252港元(低于定价上限295港元/股)。</p><p>其中,昨日美股报价266.78美元,折合每股258.97港元,港股定价较美股折让2.69%。</p><p><img src=\"https://static.tigerbbs.com/819c9ec995816312de64c93ece3728de\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">此前,百度于3月1日开始实行1:80股票拆分,将其ADS(美国存托股票)所代表的A类普通股的比例从每10股ADS代表1股A类普通股,更改为每1股ADS代表8股A类普通股。</p><p>由于拆股更有利公司以每手较低价格发行,降低入场门槛同时增加灵活性,百度此举也被视为在为二次上市做准备。</p><p>3月4日,港交所批准百度二次上市申请,9日,百度通过港交所聆讯,聆讯资料集显示,百度定位自身为拥有强大互联网基础的领先AI公司,较美国上市时的搜索引擎公司的定位有了较大变动。</p><p>此外,资料集显示百度核心业务主要有3个增长引擎:移动生态(百度App、好看视频、百度贴吧)、智能云(包括PaaS、SaaS和Iaas的AI解决方案)、智能驾驶与其他(智能驾驶、小度、AI芯片研发)。</p><p>3月11晚,百度宣布香港联交所主板上市计划。文件披露,百度计划发售95000万股公司A类普通股,发售价将不超过每股295港元。预计全球发行将净筹资36亿美元,股票代号9888,由BofA Securities、中信证券、高盛担任二次上市保荐人。</p><p>百度表示,其拟将全球发售募集资金净额用于以下用途:持续科技投资,并且促进以人工智能为主的创新商业化;进一步发展百度移动生态,进一步实现多元变现;流动资金及一般公司用途,以支持公司的业务营运及增长。</p><p>财务数据方面,百度向港交所提交的文件显示,2018年、2019年及2020年,总收入分别为1023亿元、1074亿元、1071亿元。归属于百度集团的净利润分别为276亿元、21亿元和225亿元,其中2019年的净利润包括对Trip.com投资的非现金减值损失人民币89亿元。</p><p><img src=\"https://static.tigerbbs.com/e47c70a9cd3bf541e915b0aa22178e53\" tg-width=\"623\" tg-height=\"695\" referrerpolicy=\"no-referrer\"></p><p>图片来源:百度聆讯资料集</p><p>资料还披露了爱奇艺的财务数据。2019年至2020年,爱奇艺的收入分别为250亿元、290亿元及297亿元,这三年间,归属爱奇艺的净亏损为91亿元、103亿元和70亿元。</p><p>二度上市,百度认为其优势的核心在于其“世界一流的AI能力”,对于下一步发展业务,百度聚焦在技术投资、智能云扩展、商业化智能驾驶、移动生态拓展,以及有选择地物色并购及战略投资对象五方面。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149071499","content_text":"据路透社旗下媒体IFR:百度将香港IPO发行价定为每股252港元(低于定价上限295港元/股)。其中,昨日美股报价266.78美元,折合每股258.97港元,港股定价较美股折让2.69%。此前,百度于3月1日开始实行1:80股票拆分,将其ADS(美国存托股票)所代表的A类普通股的比例从每10股ADS代表1股A类普通股,更改为每1股ADS代表8股A类普通股。由于拆股更有利公司以每手较低价格发行,降低入场门槛同时增加灵活性,百度此举也被视为在为二次上市做准备。3月4日,港交所批准百度二次上市申请,9日,百度通过港交所聆讯,聆讯资料集显示,百度定位自身为拥有强大互联网基础的领先AI公司,较美国上市时的搜索引擎公司的定位有了较大变动。此外,资料集显示百度核心业务主要有3个增长引擎:移动生态(百度App、好看视频、百度贴吧)、智能云(包括PaaS、SaaS和Iaas的AI解决方案)、智能驾驶与其他(智能驾驶、小度、AI芯片研发)。3月11晚,百度宣布香港联交所主板上市计划。文件披露,百度计划发售95000万股公司A类普通股,发售价将不超过每股295港元。预计全球发行将净筹资36亿美元,股票代号9888,由BofA Securities、中信证券、高盛担任二次上市保荐人。百度表示,其拟将全球发售募集资金净额用于以下用途:持续科技投资,并且促进以人工智能为主的创新商业化;进一步发展百度移动生态,进一步实现多元变现;流动资金及一般公司用途,以支持公司的业务营运及增长。财务数据方面,百度向港交所提交的文件显示,2018年、2019年及2020年,总收入分别为1023亿元、1074亿元、1071亿元。归属于百度集团的净利润分别为276亿元、21亿元和225亿元,其中2019年的净利润包括对Trip.com投资的非现金减值损失人民币89亿元。图片来源:百度聆讯资料集资料还披露了爱奇艺的财务数据。2019年至2020年,爱奇艺的收入分别为250亿元、290亿元及297亿元,这三年间,归属爱奇艺的净亏损为91亿元、103亿元和70亿元。二度上市,百度认为其优势的核心在于其“世界一流的AI能力”,对于下一步发展业务,百度聚焦在技术投资、智能云扩展、商业化智能驾驶、移动生态拓展,以及有选择地物色并购及战略投资对象五方面。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328587288,"gmtCreate":1615540881544,"gmtModify":1703490655107,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"香港房价也要完蛋?","listText":"香港房价也要完蛋?","text":"香港房价也要完蛋?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328587288","repostId":"1196331780","repostType":4,"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321788516,"gmtCreate":1615470624835,"gmtModify":1703489510132,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"都是私募基金的玩吧","listText":"都是私募基金的玩吧","text":"都是私募基金的玩吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321788516","repostId":"1116109020","repostType":4,"repost":{"id":"1116109020","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":1615469514,"share":"https://www.laohu8.com/m/news/1116109020?lang=&edition=full","pubTime":"2021-03-11 21:31","market":"us","language":"zh","title":"市场消息:百度申请在香港发售9500万股股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1116109020","media":"老虎资讯综合","summary":"市场消息:百度申请在香港发售9500万股股票,发行价高端在每股295港元。百度预计全球发行将净筹资36亿美元。","content":"<p>市场消息:百度申请在香港发售9500万股股票,发行价高端在每股295港元。百度预计全球发行将净筹资36亿美元。</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>市场消息:百度申请在香港发售9500万股股票</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息:百度申请在香港发售9500万股股票\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\">2021-03-11 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息:百度申请在香港发售9500万股股票,发行价高端在每股295港元。百度预计全球发行将净筹资36亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116109020","content_text":"市场消息:百度申请在香港发售9500万股股票,发行价高端在每股295港元。百度预计全球发行将净筹资36亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321444985,"gmtCreate":1615466427747,"gmtModify":1703489426128,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"港人大佬玩 没有长期价值吧 ","listText":"港人大佬玩 没有长期价值吧 ","text":"港人大佬玩 没有长期价值吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321444985","repostId":"1126214921","repostType":4,"repost":{"id":"1126214921","kind":"news","pubTimestamp":1615465703,"share":"https://www.laohu8.com/m/news/1126214921?lang=&edition=full","pubTime":"2021-03-11 20:28","market":"us","language":"zh","title":"B站通过港交所聆讯,受大型机构投资者追捧","url":"https://stock-news.laohu8.com/highlight/detail?id=1126214921","media":"腾讯新闻","summary":"3月11日,腾讯新闻《一线》独家获悉,B站已于今日下午通过了港交所聆讯。这意味着,回港二次上市的B站招股最快将于下周启动。这也是2021年第一个回港二次上市的明星公司。多位在港的大型机构投资人对腾讯新","content":"<p>3月11日,腾讯新闻《一线》独家获悉,B站已于今日下午通过了港交所聆讯。</p><p>这意味着,回港二次上市的B站招股最快将于下周启动。这也是2021年第一个回港二次上市的明星公司。</p><p>多位在港的大型机构投资人对腾讯新闻《一线》表示会考虑下单,并认为,B站是这一波回港潮中难得的好项目。市场或将会出现之前快手IPO时的状况:订单被挤爆。其中当时快手的机构配售超额了38倍,散户则超140万人认购,共超额1000倍。</p><p>腾讯新闻《一线》暂未获悉B站此次具体的募资额。据市场人士估计,B站此次募资约在30亿美元左右,折合约230亿港元。</p><p>参照之前回港二次上市的阿里巴巴及网易等,这些公司最后定价都是以美股为基准,并在此基础上做一些浮动。</p><p>受此消息影响,哔哩哔哩盘前涨超7%。</p><p><img src=\"https://static.tigerbbs.com/ee111c463652b63f43e74f0eb1095183\" tg-width=\"840\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>","source":"TXXW","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>B站通过港交所聆讯,受大型机构投资者追捧</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\">\nB站通过港交所聆讯,受大型机构投资者追捧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-11 20:28 北京时间 <a href=https://new.qq.com/omn/20210311/20210311A0DG8T00.html><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月11日,腾讯新闻《一线》独家获悉,B站已于今日下午通过了港交所聆讯。这意味着,回港二次上市的B站招股最快将于下周启动。这也是2021年第一个回港二次上市的明星公司。多位在港的大型机构投资人对腾讯新闻《一线》表示会考虑下单,并认为,B站是这一波回港潮中难得的好项目。市场或将会出现之前快手IPO时的状况:订单被挤爆。其中当时快手的机构配售超额了38倍,散户则超140万人认购,共超额1000倍。腾讯...</p>\n\n<a href=\"https://new.qq.com/omn/20210311/20210311A0DG8T00.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/959e12dad805ef7134e41190825f878a","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"https://new.qq.com/omn/20210311/20210311A0DG8T00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126214921","content_text":"3月11日,腾讯新闻《一线》独家获悉,B站已于今日下午通过了港交所聆讯。这意味着,回港二次上市的B站招股最快将于下周启动。这也是2021年第一个回港二次上市的明星公司。多位在港的大型机构投资人对腾讯新闻《一线》表示会考虑下单,并认为,B站是这一波回港潮中难得的好项目。市场或将会出现之前快手IPO时的状况:订单被挤爆。其中当时快手的机构配售超额了38倍,散户则超140万人认购,共超额1000倍。腾讯新闻《一线》暂未获悉B站此次具体的募资额。据市场人士估计,B站此次募资约在30亿美元左右,折合约230亿港元。参照之前回港二次上市的阿里巴巴及网易等,这些公司最后定价都是以美股为基准,并在此基础上做一些浮动。受此消息影响,哔哩哔哩盘前涨超7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367256600,"gmtCreate":1614955471200,"gmtModify":1703483459360,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"哈哈哈哈哈哈哈哈哈哈","listText":"哈哈哈哈哈哈哈哈哈哈","text":"哈哈哈哈哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367256600","repostId":"1113979799","repostType":4,"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367887046,"gmtCreate":1614935868085,"gmtModify":1703483140632,"author":{"id":"3536152494640221","authorId":"3536152494640221","name":"4万亿玩毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536152494640221","authorIdStr":"3536152494640221"},"themes":[],"htmlText":"德克士不好吃","listText":"德克士不好吃","text":"德克士不好吃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367887046","repostId":"2116575491","repostType":2,"repost":{"id":"2116575491","kind":"news","pubTimestamp":1614846085,"share":"https://www.laohu8.com/m/news/2116575491?lang=&edition=full","pubTime":"2021-03-04 16:21","market":"us","language":"zh","title":"《新股消息》顶新国际旗下德克士回应指有IPO规划 但无具体进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2116575491","media":"AAFN","summary":"早前有传康师傅 主要股东台湾食品商顶新国际集团,正考虑将内地餐饮业务分拆到香港上市。据北京商报报道,顶新旗下连锁快餐品牌「德克士」回应指对IPO有规划,但目前无具体进展。市传顶新将分拆旗下「德克士」及「康师傅私房牛肉面」等业务在港上市,集资额高达8亿美元。(gc/da)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>早前有传康师傅 主要股东台湾食品商顶新国际集团,正考虑将内地餐饮业务分拆到香港上市。据北京商报报道,顶新旗下连锁快餐品牌「德克士」回应指对IPO有规划,但目前无具体进展。市传顶新将分拆旗下「德克士」及「康师傅私房牛肉面」等业务在港上市,集资额高达8亿美元。(gc/da)~阿思达克财经新闻网址: www.aastocks.com\t\t\t\t\t\t\t\t\t </p></body></html>","source":"aastocks","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>《新股消息》顶新国际旗下德克士回应指有IPO规划 但无具体进展</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; 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href=\"https://laohu8.com/S/5RE.SI\">智能</a>控制台、变光玻璃、零重力座椅等智能化配置。</p>\n<p>配置方面,百度汽车机器人能够通过三重能力服务于人,具备L5级自动驾驶能力,其次具备语音、人脸识别等多模交互能力,可分析用户潜在需求,主动提供服务,此外,汽车机器人还具备自我学习和不断升级能力,是服务各种场景的智慧体。</p>\n<p><b>百度发布无人车出行服务平台“萝卜快跑”</b></p>\n<p>在百度世界大会首发环节,百度创始人、董事长宣布百度正式推出无人车出行服务平台“萝卜快跑”,进一步面向大众推出无人车出行服务。自动驾驶下半场的角逐已经开启,规模化商业运营将成为行业发展的重点。百度此次推出的萝卜快跑,结合了Apollo过去两年的运营实践,能向大众提供商业运营和多元化增值服务,加速全民无人化出行时代到来。</p>\n<p>截至2021年上半年,百度Apollo自动驾驶出行服务已累计接待乘客超过40万人次,测试里程超过1400万公里,自动驾驶专利数量超过2900件,在北京、广州、长沙、沧州四城开放载人服务。李彦宏表示,预计未来三年内将覆盖30个城市。<img src=\"https://static.tigerbbs.com/65e0652bc6ecaff878c7163a90ee3732\" tg-width=\"1703\" tg-height=\"1080\" 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\" 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