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财经观察猿
11-22 10:22
$地平线机器人-W(09660)$
地平线征程家族出货量正式突破700万套,充分展现出地平线在智能驾驶领域的规模化量产效应,要说这股涨不上去,我是不信的。
财经观察猿
11-19
$小米集团-W(01810)$
小米汽车全年的量已经要冲刺13万辆,按照这个季度披露出来的单车平均价格,单汽车业务全年能有300多亿营收
财经观察猿
11-18
$小米集团-W(01810)$
小米产品现在是凭实力出圈啊,因为SU7和MIX FLIP多了不少女性用户和iPhone用户,而且各类别产品的口碑也都做起来了
财经观察猿
11-11
$地平线机器人-W(09660)$
截至目前,已获得290款车型定点,地平线征程6系列“首发即爆款”,现已获得10家车企及品牌量产合作,所以企业前期投入技术是非常重要的一步。
财经观察猿
11-05
地平线同时具备高市占率、高营收、高毛利,在当前计划上市或已上市的中国自动驾驶公司中,地平线是估值最高的一家,而且其高估值则是受益于行业β+公司自身α优势共振。在我看来,地平线的高估值是配得上公司的市值的,甚至还有可能得到一个更高的估值。
$地平线机器人-W(09660)$
财经观察猿
08-02
$联想集团(00992)$
时间进入8月份,就要开始验证业绩了,联想算力基础设施和AI PC都有不错的预期,看看业绩能不能符合甚至超出市场预期。
财经观察猿
07-16
$联想集团(00992)$
联想在AI布局上无疑是走在了市场前列,先是推出了具备五大功能的真AI PC,率先完成了AI在端侧的落地,最近又提出了“人本智能”的AI时代价值主张,重申了科技以人为本的理念,这不仅强化了AI PC的发展方向,更为联想赋能重塑千行百业,提高企业全价值链的智能化水平提供了更清晰的导向,同时也预示着巨大市场潜能的释放。
财经观察猿
07-15
$嘀嗒出行(02559)$
看这样子,大概率是企稳了,下面就稳步向上吧
财经观察猿
07-03
$嘀嗒出行(02559)$
顺风车预计在未来以最快的速度增长,至2028年的复合年增长率达到29.4%,市场规模达到1039亿元,还是市场需求大,潜力股可以先关注下。
财经观察猿
07-03
$联想集团(00992)$
联想在这一届的MWC看点蛮多的,首创“AI数字分身”、首个软硬一体的元宇宙平台,一体多端战略,满满的科技感。
财经观察猿
06-19
嘀嗒出行通过上市聆讯,投资方阵容相当豪华,囊括了蔚来资本、高瓴资本、京东等一线知名大佬,这些大佬又可以收获嘀嗒出行的IPO“红利”了
财经观察猿
06-11
$车车科技(CCG)$
目前大盘趋势,车车的股价迟早会上去的,主力要筹码,我们也要吃肉,有的是是时间玩。
财经观察猿
06-07
投资这么些年,得到的最大教训之一就是格局一定要大,通俗点说,虽然很绿,但也要拿住呀
$车车科技(CCG)$
财经观察猿
06-05
$小米集团-W(01810)$
早上一打开app,一片大好祥和,喜出望外地瞧了眼持仓,嗯,一个涨了0.4%,一个涨了0.6%……
财经观察猿
06-05
21世纪的竞争不再是企业和企业之间的竞争,而是供应链和供应链之间的竞争。我觉得联想和Alat埃耐特,在凸显联想集团科技硬实力和投资价值以外,联想在沙特设立研发中心和PC、服务器制造基地,也会在无形中进一步增强联想供应链的韧性,强化区域市场优势。
$联想集团(00992)$
财经观察猿
05-28
$车车科技(CCG)$
不难理解新能源汽车保险市场正迎来前所未有的发展机遇,现在的渗透率已经突破了50%,意味着没卖出两辆车就有一辆是新能源,智能化保险成为新方向,保险产品创新显得尤为关键。
财经观察猿
05-24
$联想集团(00992)$
可以看到的是,Q4联想SSG业务里程碑式增长,AI算力加速赋能,AI普惠落地千行百业。举一个例子,联想与NetApp发布RAG解决方案,可以释放生成式AI的全部潜力,推动创新和竞争优势,对医院等行业算是颠覆式的。
财经观察猿
05-15
自俞永福接管后,连续关注了三年阿里的本地生活:增长稳健、年度亏损大幅收窄。三年过去可以说完全换了个气象。
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
@Patrick波波:阿里FY2024财报解读: 本地生活年收入来到600亿level
财经观察猿
04-14
BitFuFu在比特币挖矿领域的实力不容置疑,期待公司未来的更大突破!
财经观察猿
03-26
$车车科技(CCG)$
新能源车险需求激增,车车科技具备先发优势,股价看涨,买入良机
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","listText":"地平线同时具备高市占率、高营收、高毛利,在当前计划上市或已上市的中国自动驾驶公司中,地平线是估值最高的一家,而且其高估值则是受益于行业β+公司自身α优势共振。在我看来,地平线的高估值是配得上公司的市值的,甚至还有可能得到一个更高的估值。 <a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","text":"地平线同时具备高市占率、高营收、高毛利,在当前计划上市或已上市的中国自动驾驶公司中,地平线是估值最高的一家,而且其高估值则是受益于行业β+公司自身α优势共振。在我看来,地平线的高估值是配得上公司的市值的,甚至还有可能得到一个更高的估值。 $地平线机器人-W(09660)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367724233637928","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333950297895072,"gmtCreate":1722563777976,"gmtModify":1722563779642,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 时间进入8月份,就要开始验证业绩了,联想算力基础设施和AI PC都有不错的预期,看看业绩能不能符合甚至超出市场预期。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 时间进入8月份,就要开始验证业绩了,联想算力基础设施和AI PC都有不错的预期,看看业绩能不能符合甚至超出市场预期。","text":"$联想集团(00992)$ 时间进入8月份,就要开始验证业绩了,联想算力基础设施和AI PC都有不错的预期,看看业绩能不能符合甚至超出市场预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333950297895072","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328063409463552,"gmtCreate":1721095648493,"gmtModify":1721095650745,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 联想在AI布局上无疑是走在了市场前列,先是推出了具备五大功能的真AI PC,率先完成了AI在端侧的落地,最近又提出了“人本智能”的AI时代价值主张,重申了科技以人为本的理念,这不仅强化了AI PC的发展方向,更为联想赋能重塑千行百业,提高企业全价值链的智能化水平提供了更清晰的导向,同时也预示着巨大市场潜能的释放。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 联想在AI布局上无疑是走在了市场前列,先是推出了具备五大功能的真AI PC,率先完成了AI在端侧的落地,最近又提出了“人本智能”的AI时代价值主张,重申了科技以人为本的理念,这不仅强化了AI PC的发展方向,更为联想赋能重塑千行百业,提高企业全价值链的智能化水平提供了更清晰的导向,同时也预示着巨大市场潜能的释放。","text":"$联想集团(00992)$ 联想在AI布局上无疑是走在了市场前列,先是推出了具备五大功能的真AI PC,率先完成了AI在端侧的落地,最近又提出了“人本智能”的AI时代价值主张,重申了科技以人为本的理念,这不仅强化了AI PC的发展方向,更为联想赋能重塑千行百业,提高企业全价值链的智能化水平提供了更清晰的导向,同时也预示着巨大市场潜能的释放。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328063409463552","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327720318660856,"gmtCreate":1721032705419,"gmtModify":1721032706813,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>看这样子,大概率是企稳了,下面就稳步向上吧","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>看这样子,大概率是企稳了,下面就稳步向上吧","text":"$嘀嗒出行(02559)$看这样子,大概率是企稳了,下面就稳步向上吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327720318660856","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323478470058128,"gmtCreate":1719988029632,"gmtModify":1719988031431,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 顺风车预计在未来以最快的速度增长,至2028年的复合年增长率达到29.4%,市场规模达到1039亿元,还是市场需求大,潜力股可以先关注下。","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 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target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>目前大盘趋势,车车的股价迟早会上去的,主力要筹码,我们也要吃肉,有的是是时间玩。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>目前大盘趋势,车车的股价迟早会上去的,主力要筹码,我们也要吃肉,有的是是时间玩。","text":"$车车科技(CCG)$ 目前大盘趋势,车车的股价迟早会上去的,主力要筹码,我们也要吃肉,有的是是时间玩。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/315619434549560","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517835172465153","authorId":"3517835172465153","name":"铁血","avatar":"https://static.tigerbbs.com/ff9956e1152daca420f28427f3bee4a6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3517835172465153","authorIdStr":"3517835172465153"},"content":"牛肉便宜了,但是也不要吃。转眼间就看不见牛仔了。且看不见回家的路。千万小心。","text":"牛肉便宜了,但是也不要吃。转眼间就看不见牛仔了。且看不见回家的路。千万小心。","html":"牛肉便宜了,但是也不要吃。转眼间就看不见牛仔了。且看不见回家的路。千万小心。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314242170728760,"gmtCreate":1717739591256,"gmtModify":1717739594702,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"投资这么些年,得到的最大教训之一就是格局一定要大,通俗点说,虽然很绿,但也要拿住呀<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"投资这么些年,得到的最大教训之一就是格局一定要大,通俗点说,虽然很绿,但也要拿住呀<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"投资这么些年,得到的最大教训之一就是格局一定要大,通俗点说,虽然很绿,但也要拿住呀$车车科技(CCG)$","images":[{"img":"https://static.tigerbbs.com/cc9d204c7b8cd91a4e86534350601b9b","width":"373","height":"219"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314242170728760","isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517835172465153","authorId":"3517835172465153","name":"铁血","avatar":"https://static.tigerbbs.com/ff9956e1152daca420f28427f3bee4a6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3517835172465153","authorIdStr":"3517835172465153"},"content":"到了五毛钱的时候混一把看看能赚钱吧。不能现在下手。","text":"到了五毛钱的时候混一把看看能赚钱吧。不能现在下手。","html":"到了五毛钱的时候混一把看看能赚钱吧。不能现在下手。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":313493469663456,"gmtCreate":1717552198311,"gmtModify":1717552199883,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>早上一打开app,一片大好祥和,喜出望外地瞧了眼持仓,嗯,一个涨了0.4%,一个涨了0.6%……","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>早上一打开app,一片大好祥和,喜出望外地瞧了眼持仓,嗯,一个涨了0.4%,一个涨了0.6%……","text":"$小米集团-W(01810)$ 早上一打开app,一片大好祥和,喜出望外地瞧了眼持仓,嗯,一个涨了0.4%,一个涨了0.6%……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313493469663456","isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313493365252208,"gmtCreate":1717552137230,"gmtModify":1717552138882,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"21世纪的竞争不再是企业和企业之间的竞争,而是供应链和供应链之间的竞争。我觉得联想和Alat埃耐特,在凸显联想集团科技硬实力和投资价值以外,联想在沙特设立研发中心和PC、服务器制造基地,也会在无形中进一步增强联想供应链的韧性,强化区域市场优势。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"21世纪的竞争不再是企业和企业之间的竞争,而是供应链和供应链之间的竞争。我觉得联想和Alat埃耐特,在凸显联想集团科技硬实力和投资价值以外,联想在沙特设立研发中心和PC、服务器制造基地,也会在无形中进一步增强联想供应链的韧性,强化区域市场优势。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"21世纪的竞争不再是企业和企业之间的竞争,而是供应链和供应链之间的竞争。我觉得联想和Alat埃耐特,在凸显联想集团科技硬实力和投资价值以外,联想在沙特设立研发中心和PC、服务器制造基地,也会在无形中进一步增强联想供应链的韧性,强化区域市场优势。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313493365252208","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310686089986048,"gmtCreate":1716878688374,"gmtModify":1716878690098,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>不难理解新能源汽车保险市场正迎来前所未有的发展机遇,现在的渗透率已经突破了50%,意味着没卖出两辆车就有一辆是新能源,智能化保险成为新方向,保险产品创新显得尤为关键。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>不难理解新能源汽车保险市场正迎来前所未有的发展机遇,现在的渗透率已经突破了50%,意味着没卖出两辆车就有一辆是新能源,智能化保险成为新方向,保险产品创新显得尤为关键。","text":"$车车科技(CCG)$ 不难理解新能源汽车保险市场正迎来前所未有的发展机遇,现在的渗透率已经突破了50%,意味着没卖出两辆车就有一辆是新能源,智能化保险成为新方向,保险产品创新显得尤为关键。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310686089986048","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309198147772680,"gmtCreate":1716515576762,"gmtModify":1716515580306,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>可以看到的是,Q4联想SSG业务里程碑式增长,AI算力加速赋能,AI普惠落地千行百业。举一个例子,联想与NetApp发布RAG解决方案,可以释放生成式AI的全部潜力,推动创新和竞争优势,对医院等行业算是颠覆式的。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>可以看到的是,Q4联想SSG业务里程碑式增长,AI算力加速赋能,AI普惠落地千行百业。举一个例子,联想与NetApp发布RAG解决方案,可以释放生成式AI的全部潜力,推动创新和竞争优势,对医院等行业算是颠覆式的。","text":"$联想集团(00992)$ 可以看到的是,Q4联想SSG业务里程碑式增长,AI算力加速赋能,AI普惠落地千行百业。举一个例子,联想与NetApp发布RAG解决方案,可以释放生成式AI的全部潜力,推动创新和竞争优势,对医院等行业算是颠覆式的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309198147772680","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306061864235272,"gmtCreate":1715756706382,"gmtModify":1715756707491,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"自俞永福接管后,连续关注了三年阿里的本地生活:增长稳健、年度亏损大幅收窄。三年过去可以说完全换了个气象。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>","listText":"自俞永福接管后,连续关注了三年阿里的本地生活:增长稳健、年度亏损大幅收窄。三年过去可以说完全换了个气象。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>","text":"自俞永福接管后,连续关注了三年阿里的本地生活:增长稳健、年度亏损大幅收窄。三年过去可以说完全换了个气象。$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306061864235272","repostId":"306057471791392","repostType":1,"repost":{"id":306057471791392,"gmtCreate":1715755741527,"gmtModify":1715760389384,"author":{"id":"3536788665288456","authorId":"3536788665288456","name":"Patrick波波","avatar":"https://static.tigerbbs.com/b106b0e98b3ae9ddc6740fb237655761","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536788665288456","authorIdStr":"3536788665288456"},"themes":[],"title":"阿里FY2024财报解读: 本地生活年收入来到600亿level","htmlText":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","listText":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","text":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","images":[{"img":"https://static.tigerbbs.com/d49155dc8138c0d25cca256c9db80119","width":"831","height":"567"},{"img":"https://static.tigerbbs.com/e73fda7b35ae70059479337526ec903a","width":"831","height":"416"},{"img":"https://static.tigerbbs.com/bd191d580dbab83b3de02f1aa6caf39b","width":"830","height":"554"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306057471791392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295111060406472,"gmtCreate":1713061732140,"gmtModify":1713063765112,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"BitFuFu在比特币挖矿领域的实力不容置疑,期待公司未来的更大突破!","listText":"BitFuFu在比特币挖矿领域的实力不容置疑,期待公司未来的更大突破!","text":"BitFuFu在比特币挖矿领域的实力不容置疑,期待公司未来的更大突破!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295111060406472","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288443282731296,"gmtCreate":1711431073607,"gmtModify":1711431075114,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>新能源车险需求激增,车车科技具备先发优势,股价看涨,买入良机","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>新能源车险需求激增,车车科技具备先发优势,股价看涨,买入良机","text":"$车车科技(CCG)$ 新能源车险需求激增,车车科技具备先发优势,股价看涨,买入良机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/288443282731296","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":655046600,"gmtCreate":1685007143500,"gmtModify":1685007150446,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"近来市场跌宕起伏,上证在中特估+权重发力冲击破3400后快速下泻又回到3300关口,把人都看懵了。这主要是中特估权重股快上快下造成的,每当连续放量大阳加速就是赶顶。 鲸落万物生!而市场体量过大无法雨露均沾,只能继续抱团作战存量搏弈,市场分化,板块内部也分化,强者恒强,弱者恒弱,这情况下如果选错股踏错节奏分分钟吃面,大盘下行许多时候空仓不操作比天天交易来得实惠!炒股永远要将风险放在第一位,把控不住风险,控制不住欲念,管不住手,怎么能实现稳定盈利呢?市场并不适合每天操作交易,天气不好雷雨交加先找个地方避避雨是最好的选择。 有很多人被大游资每天打板吃肉迷惑了,散户没有游资的信息渠道、团队协作、资金通道、专职操盘手加AI排单交易模型优势,跟着他们混一不留神就成接盘侠,这里喝口汤那里亏块肉,到头来老本都赔进去了。所以要认清自己的能力和模式,分清玩的是游资票还是机构趋势票,别把短线或超短当成中长线来玩,该止盈止盈该止损止损,套了点坐个电梯还好,一不小心变A杀那就麻烦大了。 市场是纷乱混沌的,看上去非常复杂,其实我们也无需在意市场的整体,一叶知秋,找到最漂亮那片叶—一一最乎合自己模式的那只强势股,好好研究分析摸清其规律节奏,然后按规律办事,按节奏买卖即可。大道至简,多则惑,少即是多。减少交易就会提高胜率,而交易越多胜率就会被摊平,失败的概率就会大增。因此,每天忙碌频繁交易并不能让你保证金增长,反而会加大亏损风险。专注于一、两只好票等待一剑封喉的战机到来再出手更容易获利。 交易很简单:选对票买点买,卖点卖即可。而最难是买点和卖点的确定问题,这里要下的功夫太多,这是道与术,理论与实战的全方位探求。有道无术,术尚可求也,有术无道,止于术。只有以道御术才能在市场里达到“目无全牛随心解之而合其关节”,与市场共呼吸,与个股共节奏的游刃有余境界。","listText":"近来市场跌宕起伏,上证在中特估+权重发力冲击破3400后快速下泻又回到3300关口,把人都看懵了。这主要是中特估权重股快上快下造成的,每当连续放量大阳加速就是赶顶。 鲸落万物生!而市场体量过大无法雨露均沾,只能继续抱团作战存量搏弈,市场分化,板块内部也分化,强者恒强,弱者恒弱,这情况下如果选错股踏错节奏分分钟吃面,大盘下行许多时候空仓不操作比天天交易来得实惠!炒股永远要将风险放在第一位,把控不住风险,控制不住欲念,管不住手,怎么能实现稳定盈利呢?市场并不适合每天操作交易,天气不好雷雨交加先找个地方避避雨是最好的选择。 有很多人被大游资每天打板吃肉迷惑了,散户没有游资的信息渠道、团队协作、资金通道、专职操盘手加AI排单交易模型优势,跟着他们混一不留神就成接盘侠,这里喝口汤那里亏块肉,到头来老本都赔进去了。所以要认清自己的能力和模式,分清玩的是游资票还是机构趋势票,别把短线或超短当成中长线来玩,该止盈止盈该止损止损,套了点坐个电梯还好,一不小心变A杀那就麻烦大了。 市场是纷乱混沌的,看上去非常复杂,其实我们也无需在意市场的整体,一叶知秋,找到最漂亮那片叶—一一最乎合自己模式的那只强势股,好好研究分析摸清其规律节奏,然后按规律办事,按节奏买卖即可。大道至简,多则惑,少即是多。减少交易就会提高胜率,而交易越多胜率就会被摊平,失败的概率就会大增。因此,每天忙碌频繁交易并不能让你保证金增长,反而会加大亏损风险。专注于一、两只好票等待一剑封喉的战机到来再出手更容易获利。 交易很简单:选对票买点买,卖点卖即可。而最难是买点和卖点的确定问题,这里要下的功夫太多,这是道与术,理论与实战的全方位探求。有道无术,术尚可求也,有术无道,止于术。只有以道御术才能在市场里达到“目无全牛随心解之而合其关节”,与市场共呼吸,与个股共节奏的游刃有余境界。","text":"近来市场跌宕起伏,上证在中特估+权重发力冲击破3400后快速下泻又回到3300关口,把人都看懵了。这主要是中特估权重股快上快下造成的,每当连续放量大阳加速就是赶顶。 鲸落万物生!而市场体量过大无法雨露均沾,只能继续抱团作战存量搏弈,市场分化,板块内部也分化,强者恒强,弱者恒弱,这情况下如果选错股踏错节奏分分钟吃面,大盘下行许多时候空仓不操作比天天交易来得实惠!炒股永远要将风险放在第一位,把控不住风险,控制不住欲念,管不住手,怎么能实现稳定盈利呢?市场并不适合每天操作交易,天气不好雷雨交加先找个地方避避雨是最好的选择。 有很多人被大游资每天打板吃肉迷惑了,散户没有游资的信息渠道、团队协作、资金通道、专职操盘手加AI排单交易模型优势,跟着他们混一不留神就成接盘侠,这里喝口汤那里亏块肉,到头来老本都赔进去了。所以要认清自己的能力和模式,分清玩的是游资票还是机构趋势票,别把短线或超短当成中长线来玩,该止盈止盈该止损止损,套了点坐个电梯还好,一不小心变A杀那就麻烦大了。 市场是纷乱混沌的,看上去非常复杂,其实我们也无需在意市场的整体,一叶知秋,找到最漂亮那片叶—一一最乎合自己模式的那只强势股,好好研究分析摸清其规律节奏,然后按规律办事,按节奏买卖即可。大道至简,多则惑,少即是多。减少交易就会提高胜率,而交易越多胜率就会被摊平,失败的概率就会大增。因此,每天忙碌频繁交易并不能让你保证金增长,反而会加大亏损风险。专注于一、两只好票等待一剑封喉的战机到来再出手更容易获利。 交易很简单:选对票买点买,卖点卖即可。而最难是买点和卖点的确定问题,这里要下的功夫太多,这是道与术,理论与实战的全方位探求。有道无术,术尚可求也,有术无道,止于术。只有以道御术才能在市场里达到“目无全牛随心解之而合其关节”,与市场共呼吸,与个股共节奏的游刃有余境界。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":18,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/655046600","isVote":1,"tweetType":1,"viewCount":3004,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/8e51a63f0a1a13425ecd08fb8583607a","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000314","authorIdStr":"9000000000000314"},"content":"中特估一起来其余的板块都没什么机会","text":"中特估一起来其余的板块都没什么机会","html":"中特估一起来其余的板块都没什么机会"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216475983126792,"gmtCreate":1693880432641,"gmtModify":1693880434025,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a 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其实所有的投资理财让财富增长只是其一,而财富增长的根本是生活可以得到有效改善和提高,把日子过舒坦了才是最终目标,而金融机构的存在,就是起到这样的作用,让你不操心还有钱赚。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/216475983126792","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545123104145611","authorId":"3545123104145611","name":"股债狙击手","avatar":"https://static.tigerbbs.com/aac68a1f464e7b6d0f8a37f4426c9cbf","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545123104145611","authorIdStr":"3545123104145611"},"content":"只要经济一直在发展,那么财管行业就是有前景的,不是有句话这样说:“有需求就有市场”,现在的需求打开了,市场自然就上来了。","text":"只要经济一直在发展,那么财管行业就是有前景的,不是有句话这样说:“有需求就有市场”,现在的需求打开了,市场自然就上来了。","html":"只要经济一直在发展,那么财管行业就是有前景的,不是有句话这样说:“有需求就有市场”,现在的需求打开了,市场自然就上来了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279882629013616,"gmtCreate":1709352217377,"gmtModify":1709356110468,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地平线征程家族出货量正式突破700万套,充分展现出地平线在智能驾驶领域的规模化量产效应,要说这股涨不上去,我是不信的。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地平线征程家族出货量正式突破700万套,充分展现出地平线在智能驾驶领域的规模化量产效应,要说这股涨不上去,我是不信的。","text":"$地平线机器人-W(09660)$地平线征程家族出货量正式突破700万套,充分展现出地平线在智能驾驶领域的规模化量产效应,要说这股涨不上去,我是不信的。","images":[{"img":"https://static.tigerbbs.com/8cb1777fe37eb8f60fe1805f8066c6e5","width":"342","height":"745"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373580230484120","isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":332382520,"gmtCreate":1610335955660,"gmtModify":1703743553495,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"title":"趣头条:“解码”多元需求,彰显品牌责任","htmlText":"我国就加快推进制造强国、品牌强国出台了一系列政策措施,为品牌建设发展营造良好环境。移动内容平台趣头条在发展中始终不忘企业社会责任,以优质的内容服务持续传播正能量,实现了多项公益创新,并入选第六届中国品牌论坛“精准扶贫优秀案例”,<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 总裁刘安逸在企业家峰会上发表了“践行责任彰显中国自信”的主旨演讲。党的十九届五中全会提出,要加快构建以国内大循环为主体、国内国际双循环相互促进的新发展格局。这是“十四五”和未来更长时期我国经济发展的重大战略部署,对做强中国品牌提出了更高要求、提供了新的机遇。在共战疫、帮复工、促生产、助扶贫过程中,趣头条充分发挥大数据、云计算、人工智能等新技术优势,让疫情防控如虎添翼,在构建新发展格局中积极作为。在疫情爆发初期,趣头条发挥大数据和算法优势,迅速上线了“肺炎疫情实时追踪”专题,为用户提供全方位、多层次的疫情信息获取、求助服务,专题累计服务超过1.3亿人次。疫情期间,趣头条发起“助力武汉”项目,以社交互动的新玩法,鼓励用户为武汉捐献虚拟金币。网友们积极参与,在不到两周的时间内,156万用户累计捐赠262万次,捐赠金近40万元。趣头条平台代表用户用这笔善款购买了一辆负压救护车驰援疫区。疫情之后,趣头条还推出了湖北农产品推广月,通过图文、视频、直播等呈现湖北农副产品的生产、流通和销售场景,帮助解决产品滞销问题。其中,“佳核万事兴”项目,通过“趣种菜”小游戏和电商带货等创新模式,帮助云南省楚雄州武定县实现近1亿次曝光,卖出了近20000斤核桃,为当地果农拓宽了销路、提高了收入。作为数字经济时代下的新兴互联网平台,趣头条始终不忘自身作为中国品牌应有的担当和责任,在抗击新冠肺炎疫情、决胜全面小康、决战脱贫攻坚等各个战场上挺身而","listText":"我国就加快推进制造强国、品牌强国出台了一系列政策措施,为品牌建设发展营造良好环境。移动内容平台趣头条在发展中始终不忘企业社会责任,以优质的内容服务持续传播正能量,实现了多项公益创新,并入选第六届中国品牌论坛“精准扶贫优秀案例”,<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 总裁刘安逸在企业家峰会上发表了“践行责任彰显中国自信”的主旨演讲。党的十九届五中全会提出,要加快构建以国内大循环为主体、国内国际双循环相互促进的新发展格局。这是“十四五”和未来更长时期我国经济发展的重大战略部署,对做强中国品牌提出了更高要求、提供了新的机遇。在共战疫、帮复工、促生产、助扶贫过程中,趣头条充分发挥大数据、云计算、人工智能等新技术优势,让疫情防控如虎添翼,在构建新发展格局中积极作为。在疫情爆发初期,趣头条发挥大数据和算法优势,迅速上线了“肺炎疫情实时追踪”专题,为用户提供全方位、多层次的疫情信息获取、求助服务,专题累计服务超过1.3亿人次。疫情期间,趣头条发起“助力武汉”项目,以社交互动的新玩法,鼓励用户为武汉捐献虚拟金币。网友们积极参与,在不到两周的时间内,156万用户累计捐赠262万次,捐赠金近40万元。趣头条平台代表用户用这笔善款购买了一辆负压救护车驰援疫区。疫情之后,趣头条还推出了湖北农产品推广月,通过图文、视频、直播等呈现湖北农副产品的生产、流通和销售场景,帮助解决产品滞销问题。其中,“佳核万事兴”项目,通过“趣种菜”小游戏和电商带货等创新模式,帮助云南省楚雄州武定县实现近1亿次曝光,卖出了近20000斤核桃,为当地果农拓宽了销路、提高了收入。作为数字经济时代下的新兴互联网平台,趣头条始终不忘自身作为中国品牌应有的担当和责任,在抗击新冠肺炎疫情、决胜全面小康、决战脱贫攻坚等各个战场上挺身而","text":"我国就加快推进制造强国、品牌强国出台了一系列政策措施,为品牌建设发展营造良好环境。移动内容平台趣头条在发展中始终不忘企业社会责任,以优质的内容服务持续传播正能量,实现了多项公益创新,并入选第六届中国品牌论坛“精准扶贫优秀案例”,$趣头条(QTT)$ 总裁刘安逸在企业家峰会上发表了“践行责任彰显中国自信”的主旨演讲。党的十九届五中全会提出,要加快构建以国内大循环为主体、国内国际双循环相互促进的新发展格局。这是“十四五”和未来更长时期我国经济发展的重大战略部署,对做强中国品牌提出了更高要求、提供了新的机遇。在共战疫、帮复工、促生产、助扶贫过程中,趣头条充分发挥大数据、云计算、人工智能等新技术优势,让疫情防控如虎添翼,在构建新发展格局中积极作为。在疫情爆发初期,趣头条发挥大数据和算法优势,迅速上线了“肺炎疫情实时追踪”专题,为用户提供全方位、多层次的疫情信息获取、求助服务,专题累计服务超过1.3亿人次。疫情期间,趣头条发起“助力武汉”项目,以社交互动的新玩法,鼓励用户为武汉捐献虚拟金币。网友们积极参与,在不到两周的时间内,156万用户累计捐赠262万次,捐赠金近40万元。趣头条平台代表用户用这笔善款购买了一辆负压救护车驰援疫区。疫情之后,趣头条还推出了湖北农产品推广月,通过图文、视频、直播等呈现湖北农副产品的生产、流通和销售场景,帮助解决产品滞销问题。其中,“佳核万事兴”项目,通过“趣种菜”小游戏和电商带货等创新模式,帮助云南省楚雄州武定县实现近1亿次曝光,卖出了近20000斤核桃,为当地果农拓宽了销路、提高了收入。作为数字经济时代下的新兴互联网平台,趣头条始终不忘自身作为中国品牌应有的担当和责任,在抗击新冠肺炎疫情、决胜全面小康、决战脱贫攻坚等各个战场上挺身而","images":[{"img":"https://static.tigerbbs.com/42d0953f8fcc4916634ffeb413ad2242","width":"445","height":"296"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/332382520","isVote":1,"tweetType":1,"viewCount":1748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":232385872769312,"gmtCreate":1697771083842,"gmtModify":1697771493365,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"title":"香飘飘发布2023年三季报:营收利润双增长,整体业绩符合预期","htmlText":"10月20日,A股食品饮料龙头企业香飘飘(603711.SH)发布了2023年三季报。报告显示,1-9月,公司累计实现营业收入19.79亿元,同比增长29.31%,其中Q3实现营收8.08亿元,同比增长20.41%,净利4753万元,整体表现符合预期。近年来,公司积极推进“双轮驱动”战略,灵活调整经营策略,持续推进产品健康化升级,新产品表现亮眼,经营潜力进一步释放,营收和利润均保持在预期轨道上,展现出良好的复苏增长态势。 冲泡业务修复增长,基本盘稳固 随着疫情消散,我国经济逐步向常态化轨道运行,然而居民收入和消费意愿恢复速度放缓,食品饮料行业普遍面临一定的经营压力。在这样的背景下,香飘飘冲泡业务在第三季度实现营收5.83亿元,同比增长14.50%,基本盘依然稳固。 一直以来,香飘飘冲泡产品都以性价比高、价格亲民的特性,深受广大消费者的喜爱。在“价低质优”的产品特性下,公司精准洞察市场动态,积极迎合年轻消费者需求,推出多款健康化新品,获得了市场认可。 在渠道上,香飘飘聚焦全国700多个重点区域,进行精细化的市场布局,以“三板斧”政策赋能经销商,以订单服务、销售辅导等多种方式深耕渠道,下沉市场潜力得到释放。与此同时,公司积极打造高势能门店的市场策略,进一步显现成效,有力带动周边地区销量提升。这些举措对于冲泡板块的业绩恢复起到积极作用,推动冲泡业务实现修复性增长。 香飘飘方面表示,在接下来的冲泡旺季,公司将抓住市场黄金期,发力礼品市场,深挖下沉市场,预期将带来更多收益。 即饮业务恢复增长,冻柠茶销量亮眼 “双轮驱动”的另一板块,即饮业务表现同样亮眼。报告显示,即饮板块Q3单季实现营收2.16亿元,同比增长42.3%。更令人欣喜的是,兰芳园冻柠茶在本季度实现了显著增长,成为继Meco果汁茶之后的又一过亿大单品。 即饮板块的快速恢复,主要得益于新即饮销售团队的精准定位和","listText":"10月20日,A股食品饮料龙头企业香飘飘(603711.SH)发布了2023年三季报。报告显示,1-9月,公司累计实现营业收入19.79亿元,同比增长29.31%,其中Q3实现营收8.08亿元,同比增长20.41%,净利4753万元,整体表现符合预期。近年来,公司积极推进“双轮驱动”战略,灵活调整经营策略,持续推进产品健康化升级,新产品表现亮眼,经营潜力进一步释放,营收和利润均保持在预期轨道上,展现出良好的复苏增长态势。 冲泡业务修复增长,基本盘稳固 随着疫情消散,我国经济逐步向常态化轨道运行,然而居民收入和消费意愿恢复速度放缓,食品饮料行业普遍面临一定的经营压力。在这样的背景下,香飘飘冲泡业务在第三季度实现营收5.83亿元,同比增长14.50%,基本盘依然稳固。 一直以来,香飘飘冲泡产品都以性价比高、价格亲民的特性,深受广大消费者的喜爱。在“价低质优”的产品特性下,公司精准洞察市场动态,积极迎合年轻消费者需求,推出多款健康化新品,获得了市场认可。 在渠道上,香飘飘聚焦全国700多个重点区域,进行精细化的市场布局,以“三板斧”政策赋能经销商,以订单服务、销售辅导等多种方式深耕渠道,下沉市场潜力得到释放。与此同时,公司积极打造高势能门店的市场策略,进一步显现成效,有力带动周边地区销量提升。这些举措对于冲泡板块的业绩恢复起到积极作用,推动冲泡业务实现修复性增长。 香飘飘方面表示,在接下来的冲泡旺季,公司将抓住市场黄金期,发力礼品市场,深挖下沉市场,预期将带来更多收益。 即饮业务恢复增长,冻柠茶销量亮眼 “双轮驱动”的另一板块,即饮业务表现同样亮眼。报告显示,即饮板块Q3单季实现营收2.16亿元,同比增长42.3%。更令人欣喜的是,兰芳园冻柠茶在本季度实现了显著增长,成为继Meco果汁茶之后的又一过亿大单品。 即饮板块的快速恢复,主要得益于新即饮销售团队的精准定位和","text":"10月20日,A股食品饮料龙头企业香飘飘(603711.SH)发布了2023年三季报。报告显示,1-9月,公司累计实现营业收入19.79亿元,同比增长29.31%,其中Q3实现营收8.08亿元,同比增长20.41%,净利4753万元,整体表现符合预期。近年来,公司积极推进“双轮驱动”战略,灵活调整经营策略,持续推进产品健康化升级,新产品表现亮眼,经营潜力进一步释放,营收和利润均保持在预期轨道上,展现出良好的复苏增长态势。 冲泡业务修复增长,基本盘稳固 随着疫情消散,我国经济逐步向常态化轨道运行,然而居民收入和消费意愿恢复速度放缓,食品饮料行业普遍面临一定的经营压力。在这样的背景下,香飘飘冲泡业务在第三季度实现营收5.83亿元,同比增长14.50%,基本盘依然稳固。 一直以来,香飘飘冲泡产品都以性价比高、价格亲民的特性,深受广大消费者的喜爱。在“价低质优”的产品特性下,公司精准洞察市场动态,积极迎合年轻消费者需求,推出多款健康化新品,获得了市场认可。 在渠道上,香飘飘聚焦全国700多个重点区域,进行精细化的市场布局,以“三板斧”政策赋能经销商,以订单服务、销售辅导等多种方式深耕渠道,下沉市场潜力得到释放。与此同时,公司积极打造高势能门店的市场策略,进一步显现成效,有力带动周边地区销量提升。这些举措对于冲泡板块的业绩恢复起到积极作用,推动冲泡业务实现修复性增长。 香飘飘方面表示,在接下来的冲泡旺季,公司将抓住市场黄金期,发力礼品市场,深挖下沉市场,预期将带来更多收益。 即饮业务恢复增长,冻柠茶销量亮眼 “双轮驱动”的另一板块,即饮业务表现同样亮眼。报告显示,即饮板块Q3单季实现营收2.16亿元,同比增长42.3%。更令人欣喜的是,兰芳园冻柠茶在本季度实现了显著增长,成为继Meco果汁茶之后的又一过亿大单品。 即饮板块的快速恢复,主要得益于新即饮销售团队的精准定位和","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/232385872769312","isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000633","authorId":"9000000000000633","name":"梅川洼子","avatar":"https://static.tigerbbs.com/efcc68c43d8beb98df1558b5d44394d9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000633","authorIdStr":"9000000000000633"},"content":"曾经在 $香飘飘(603711)$上面赚过钱,很有感情","text":"曾经在 $香飘飘(603711)$上面赚过钱,很有感情","html":"曾经在 $香飘飘(603711)$上面赚过钱,很有感情"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625627750,"gmtCreate":1676448753771,"gmtModify":1676448755652,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"海顺新材最新购买了全球最先进的铝塑膜设备,马上成为第二家进入比亚迪供应链的铝塑膜公司,其铝塑膜实验室技术领先全球,铝塑膜负责人是从国际大厂安姆科挖来的顶尖人才,海顺新材自主研发的PP胶配方适合不同电解液体系,可匹配不同应用场景,自主研发的CPP关键材料保证不同批次铝塑膜的稳定性,另外,配合海顺新材自主研发的高效钝化技术,进一步提升了铝塑膜的抗腐蚀性,创造了电池封装材料史上的新技术突破。<a target=\"_blank\" href=\"https://laohu8.com/S/300501\">$海顺新材(300501)$ </a>","listText":"海顺新材最新购买了全球最先进的铝塑膜设备,马上成为第二家进入比亚迪供应链的铝塑膜公司,其铝塑膜实验室技术领先全球,铝塑膜负责人是从国际大厂安姆科挖来的顶尖人才,海顺新材自主研发的PP胶配方适合不同电解液体系,可匹配不同应用场景,自主研发的CPP关键材料保证不同批次铝塑膜的稳定性,另外,配合海顺新材自主研发的高效钝化技术,进一步提升了铝塑膜的抗腐蚀性,创造了电池封装材料史上的新技术突破。<a target=\"_blank\" href=\"https://laohu8.com/S/300501\">$海顺新材(300501)$ </a>","text":"海顺新材最新购买了全球最先进的铝塑膜设备,马上成为第二家进入比亚迪供应链的铝塑膜公司,其铝塑膜实验室技术领先全球,铝塑膜负责人是从国际大厂安姆科挖来的顶尖人才,海顺新材自主研发的PP胶配方适合不同电解液体系,可匹配不同应用场景,自主研发的CPP关键材料保证不同批次铝塑膜的稳定性,另外,配合海顺新材自主研发的高效钝化技术,进一步提升了铝塑膜的抗腐蚀性,创造了电池封装材料史上的新技术突破。$海顺新材(300501)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/625627750","isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314242170728760,"gmtCreate":1717739591256,"gmtModify":1717739594702,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"投资这么些年,得到的最大教训之一就是格局一定要大,通俗点说,虽然很绿,但也要拿住呀<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ 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</a>","text":"投资这么些年,得到的最大教训之一就是格局一定要大,通俗点说,虽然很绿,但也要拿住呀$车车科技(CCG)$","images":[{"img":"https://static.tigerbbs.com/cc9d204c7b8cd91a4e86534350601b9b","width":"373","height":"219"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314242170728760","isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517835172465153","authorId":"3517835172465153","name":"铁血","avatar":"https://static.tigerbbs.com/ff9956e1152daca420f28427f3bee4a6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3517835172465153","authorIdStr":"3517835172465153"},"content":"到了五毛钱的时候混一把看看能赚钱吧。不能现在下手。","text":"到了五毛钱的时候混一把看看能赚钱吧。不能现在下手。","html":"到了五毛钱的时候混一把看看能赚钱吧。不能现在下手。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":354606299,"gmtCreate":1617163480811,"gmtModify":1617163480811,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 3以下随便进,坐等飞升","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 3以下随便进,坐等飞升","text":"$趣头条(QTT)$ 3以下随便进,坐等飞升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354606299","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376457236,"gmtCreate":1619144384325,"gmtModify":1619144384325,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 联想最近有点回稳的趋势,虽有小幅调整但都在合理调整区间,在联想稳步推进回归A股科创板的路上,备好资金随时准备加仓,长持这股1-2年不是问题。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 联想最近有点回稳的趋势,虽有小幅调整但都在合理调整区间,在联想稳步推进回归A股科创板的路上,备好资金随时准备加仓,长持这股1-2年不是问题。","text":"$联想集团(00992)$ 联想最近有点回稳的趋势,虽有小幅调整但都在合理调整区间,在联想稳步推进回归A股科创板的路上,备好资金随时准备加仓,长持这股1-2年不是问题。","images":[{"img":"https://static.tigerbbs.com/ccd276ec08f0b8bc498803139014d33c","width":"400","height":"359"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/376457236","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":970951696,"gmtCreate":1597649774615,"gmtModify":1704216142083,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"title":"尚德机构2020年Q2营收5.13亿元,未来将提高销售转化率","htmlText":"芥末堆讯 8月14日,尚德科技集团(NYSE:STG)公布了截至2020年6月30日第二季度未经审计的财务报告。财报显示,<a target=\"_blank\" href=\"https://laohu8.com/S/STG\">$尚德机构(STG)$</a> 2020年Q2总营收为5.13亿元,同比下降7.3%;净流水为5.3亿元,同比增长21.3%;净亏损为1.26亿元,净亏损率增长至24.6%,去年同期为2.3%。尚德机构预计2020财年第三季度总营收在5亿元至5.2亿元之间,较上年同期下降1.4%至5.2%。财报显示,尚德机构Q2新生入学人数为82597人,同比增长10.2%。收入来源方面更加多元化,报告期内,Q2硕士课程净流水为1.35亿元,占总净流水比例提升至25.4%。此外,通过不断优化成本结构,Q2管理费用相较于去年同期下降了33.9%。回顾尚德机构Q2营收情况,首席执行官刘通博表示,“Q2净收入为5.12亿元,达到预期”。此外,他说道:“Q2我们的净流水实现了超过20%的同比增长,我们有信心在未来继续保持增长。同时,还将继续追求成本结构的优化,与去年同期相比,本季度管理费用下降了33.9%”。对于未来,尚德机构首席财务官吕露表示,公司接下来有两个重点。其一,依然是进一步丰富在线课程产品、增强技术实力和运营能力。吕露说:“更多的产品意味着更大的市场空间和更大的成本杠杆,以及带来更多学员复购的可能性;技术和运营带来更好的体验,意味着更好的品牌和口碑,能够提高我们的转介绍率。”其二,改善获客方式。吕露说:“(通过)获客方式多样化和转化模式的升级,以此来提高我们的销售效率和转化率,推动可持续的长期增长。”据了解,尚德机构成立于2003年。2018年3月,尚德机构成功登陆美国纽交所,成为国内首家赴美上市的成人在线教育机构。(作者:李海颜)","listText":"芥末堆讯 8月14日,尚德科技集团(NYSE:STG)公布了截至2020年6月30日第二季度未经审计的财务报告。财报显示,<a target=\"_blank\" href=\"https://laohu8.com/S/STG\">$尚德机构(STG)$</a> 2020年Q2总营收为5.13亿元,同比下降7.3%;净流水为5.3亿元,同比增长21.3%;净亏损为1.26亿元,净亏损率增长至24.6%,去年同期为2.3%。尚德机构预计2020财年第三季度总营收在5亿元至5.2亿元之间,较上年同期下降1.4%至5.2%。财报显示,尚德机构Q2新生入学人数为82597人,同比增长10.2%。收入来源方面更加多元化,报告期内,Q2硕士课程净流水为1.35亿元,占总净流水比例提升至25.4%。此外,通过不断优化成本结构,Q2管理费用相较于去年同期下降了33.9%。回顾尚德机构Q2营收情况,首席执行官刘通博表示,“Q2净收入为5.12亿元,达到预期”。此外,他说道:“Q2我们的净流水实现了超过20%的同比增长,我们有信心在未来继续保持增长。同时,还将继续追求成本结构的优化,与去年同期相比,本季度管理费用下降了33.9%”。对于未来,尚德机构首席财务官吕露表示,公司接下来有两个重点。其一,依然是进一步丰富在线课程产品、增强技术实力和运营能力。吕露说:“更多的产品意味着更大的市场空间和更大的成本杠杆,以及带来更多学员复购的可能性;技术和运营带来更好的体验,意味着更好的品牌和口碑,能够提高我们的转介绍率。”其二,改善获客方式。吕露说:“(通过)获客方式多样化和转化模式的升级,以此来提高我们的销售效率和转化率,推动可持续的长期增长。”据了解,尚德机构成立于2003年。2018年3月,尚德机构成功登陆美国纽交所,成为国内首家赴美上市的成人在线教育机构。(作者:李海颜)","text":"芥末堆讯 8月14日,尚德科技集团(NYSE:STG)公布了截至2020年6月30日第二季度未经审计的财务报告。财报显示,$尚德机构(STG)$ 2020年Q2总营收为5.13亿元,同比下降7.3%;净流水为5.3亿元,同比增长21.3%;净亏损为1.26亿元,净亏损率增长至24.6%,去年同期为2.3%。尚德机构预计2020财年第三季度总营收在5亿元至5.2亿元之间,较上年同期下降1.4%至5.2%。财报显示,尚德机构Q2新生入学人数为82597人,同比增长10.2%。收入来源方面更加多元化,报告期内,Q2硕士课程净流水为1.35亿元,占总净流水比例提升至25.4%。此外,通过不断优化成本结构,Q2管理费用相较于去年同期下降了33.9%。回顾尚德机构Q2营收情况,首席执行官刘通博表示,“Q2净收入为5.12亿元,达到预期”。此外,他说道:“Q2我们的净流水实现了超过20%的同比增长,我们有信心在未来继续保持增长。同时,还将继续追求成本结构的优化,与去年同期相比,本季度管理费用下降了33.9%”。对于未来,尚德机构首席财务官吕露表示,公司接下来有两个重点。其一,依然是进一步丰富在线课程产品、增强技术实力和运营能力。吕露说:“更多的产品意味着更大的市场空间和更大的成本杠杆,以及带来更多学员复购的可能性;技术和运营带来更好的体验,意味着更好的品牌和口碑,能够提高我们的转介绍率。”其二,改善获客方式。吕露说:“(通过)获客方式多样化和转化模式的升级,以此来提高我们的销售效率和转化率,推动可持续的长期增长。”据了解,尚德机构成立于2003年。2018年3月,尚德机构成功登陆美国纽交所,成为国内首家赴美上市的成人在线教育机构。(作者:李海颜)","images":[{"img":"https://static.tigerbbs.com/367bcc43a36aec260635fc51636322ff","width":"448","height":"325"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/970951696","isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288443282731296,"gmtCreate":1711431073607,"gmtModify":1711431075114,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>新能源车险需求激增,车车科技具备先发优势,股价看涨,买入良机","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>新能源车险需求激增,车车科技具备先发优势,股价看涨,买入良机","text":"$车车科技(CCG)$ 新能源车险需求激增,车车科技具备先发优势,股价看涨,买入良机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/288443282731296","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662625503,"gmtCreate":1666498458302,"gmtModify":1666499145497,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"未来经济趋势总体大概率迈向正常化,房地产赛道兴起是早晚的事[贱笑]<a target=\"_blank\" href=\"https://laohu8.com/S/BK0273\">$房地产(BK0273)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/DUO\">$房多多(DUO)$</a>","listText":"未来经济趋势总体大概率迈向正常化,房地产赛道兴起是早晚的事[贱笑]<a target=\"_blank\" href=\"https://laohu8.com/S/BK0273\">$房地产(BK0273)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/DUO\">$房多多(DUO)$</a>","text":"未来经济趋势总体大概率迈向正常化,房地产赛道兴起是早晚的事[贱笑]$房地产(BK0273)$$房多多(DUO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/662625503","repostId":"662802892","repostType":1,"repost":{"id":662802892,"gmtCreate":1666316607816,"gmtModify":1666318004108,"author":{"id":"3579225164437774","authorId":"3579225164437774","name":"重点资讯","avatar":"https://static.tigerbbs.com/68fd4a6ca2098c9a26ad8902c882b6a7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579225164437774","authorIdStr":"3579225164437774"},"themes":[],"title":"房地产等稳增长领域相对价值或将显现","htmlText":"回顾2022年三季度,权益市场整体处于调整的阶段,沪深300、上涨50、中证500等主要指数调整幅度较大。 根据wind数据显示,2022年9月市场整体震荡下行。上证指数下跌5.55%、沪深300下跌6.72%、深证成指下跌8.78%、创业板指下跌10.95%。从指数变动幅度来看,上证指数、沪深300和中证500相对表现较好。 目前,整体估值水平处于历史底部,参考主要指数目前的股债收益比,处于标准差的历史较低水平,以此为参考,我们认为,权益市场下行的空间或许相对有限,权益资产的性价比相对较高,当前位置或为中长期的底部区域。且结合海内外复杂的政治经济形势,成长股的逻辑有待进一步修复,未来,以房地产为代表的稳增长领域的相对价值正在显现。 稳增长政策逐步发力 为经济进一步回暖提供支撑 近期,国内经济活动明显恢复,银行票据利率持续提升。而伴随着稳增长政策逐步发力, 为经济进一步回暖提供支撑。 从生产端来看,9月制造业PMI重返扩张区间,生产表现较为强劲。根据国家统计局公布9月PMI指数显示,9月中国制造业PMI为50.1%,前值49.4%;非制造业PMI为50.6%,前值52.6%;综合PMI为50.9%,前值51.7%。 整体来看,近期国内生产有所扩张,出口景气度回落,踏入制造业传统生产旺季。随着一揽子稳增长政策落地见效以及高温天气影响消退,制造业景气度有所回暖。供需两端方面,产需指数均有所回升。生产指数录得51.5%,高于上月1.7个百分点,重返临界点以上,制造业企业生产活动有所加快。 当前,国常会加码出台的稳经济阶段性政策将加快落地,加上9月28日稳经济大盘四季度工作推进会议提出,将继续实施好稳经济一揽子政策和接续政策。在稳增长政策推动下,PMI景气度有望继续回升。 以房地产为代表的稳增长领域相对价值正在显现 在多重因素交错影响之下,A股市场在经历了前三季度的大","listText":"回顾2022年三季度,权益市场整体处于调整的阶段,沪深300、上涨50、中证500等主要指数调整幅度较大。 根据wind数据显示,2022年9月市场整体震荡下行。上证指数下跌5.55%、沪深300下跌6.72%、深证成指下跌8.78%、创业板指下跌10.95%。从指数变动幅度来看,上证指数、沪深300和中证500相对表现较好。 目前,整体估值水平处于历史底部,参考主要指数目前的股债收益比,处于标准差的历史较低水平,以此为参考,我们认为,权益市场下行的空间或许相对有限,权益资产的性价比相对较高,当前位置或为中长期的底部区域。且结合海内外复杂的政治经济形势,成长股的逻辑有待进一步修复,未来,以房地产为代表的稳增长领域的相对价值正在显现。 稳增长政策逐步发力 为经济进一步回暖提供支撑 近期,国内经济活动明显恢复,银行票据利率持续提升。而伴随着稳增长政策逐步发力, 为经济进一步回暖提供支撑。 从生产端来看,9月制造业PMI重返扩张区间,生产表现较为强劲。根据国家统计局公布9月PMI指数显示,9月中国制造业PMI为50.1%,前值49.4%;非制造业PMI为50.6%,前值52.6%;综合PMI为50.9%,前值51.7%。 整体来看,近期国内生产有所扩张,出口景气度回落,踏入制造业传统生产旺季。随着一揽子稳增长政策落地见效以及高温天气影响消退,制造业景气度有所回暖。供需两端方面,产需指数均有所回升。生产指数录得51.5%,高于上月1.7个百分点,重返临界点以上,制造业企业生产活动有所加快。 当前,国常会加码出台的稳经济阶段性政策将加快落地,加上9月28日稳经济大盘四季度工作推进会议提出,将继续实施好稳经济一揽子政策和接续政策。在稳增长政策推动下,PMI景气度有望继续回升。 以房地产为代表的稳增长领域相对价值正在显现 在多重因素交错影响之下,A股市场在经历了前三季度的大","text":"回顾2022年三季度,权益市场整体处于调整的阶段,沪深300、上涨50、中证500等主要指数调整幅度较大。 根据wind数据显示,2022年9月市场整体震荡下行。上证指数下跌5.55%、沪深300下跌6.72%、深证成指下跌8.78%、创业板指下跌10.95%。从指数变动幅度来看,上证指数、沪深300和中证500相对表现较好。 目前,整体估值水平处于历史底部,参考主要指数目前的股债收益比,处于标准差的历史较低水平,以此为参考,我们认为,权益市场下行的空间或许相对有限,权益资产的性价比相对较高,当前位置或为中长期的底部区域。且结合海内外复杂的政治经济形势,成长股的逻辑有待进一步修复,未来,以房地产为代表的稳增长领域的相对价值正在显现。 稳增长政策逐步发力 为经济进一步回暖提供支撑 近期,国内经济活动明显恢复,银行票据利率持续提升。而伴随着稳增长政策逐步发力, 为经济进一步回暖提供支撑。 从生产端来看,9月制造业PMI重返扩张区间,生产表现较为强劲。根据国家统计局公布9月PMI指数显示,9月中国制造业PMI为50.1%,前值49.4%;非制造业PMI为50.6%,前值52.6%;综合PMI为50.9%,前值51.7%。 整体来看,近期国内生产有所扩张,出口景气度回落,踏入制造业传统生产旺季。随着一揽子稳增长政策落地见效以及高温天气影响消退,制造业景气度有所回暖。供需两端方面,产需指数均有所回升。生产指数录得51.5%,高于上月1.7个百分点,重返临界点以上,制造业企业生产活动有所加快。 当前,国常会加码出台的稳经济阶段性政策将加快落地,加上9月28日稳经济大盘四季度工作推进会议提出,将继续实施好稳经济一揽子政策和接续政策。在稳增长政策推动下,PMI景气度有望继续回升。 以房地产为代表的稳增长领域相对价值正在显现 在多重因素交错影响之下,A股市场在经历了前三季度的大","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662802892","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313201644,"gmtCreate":1611716560788,"gmtModify":1703752585805,"author":{"id":"3545137812067031","authorId":"3545137812067031","name":"财经观察猿","avatar":"https://static.tigerbbs.com/76b54c938843f460d735ca68f43ed57a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137812067031","authorIdStr":"3545137812067031"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a>目标价5!勇敢冲~","listText":"<a target=\"_blank\" 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