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银河有岸

银河有岸

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IP属地：北京

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3主题

0勋章

11-25

$上证指数(000001.SH)$ 经济向好，价值低估，中长期看好

11-18

$上证指数(000001.SH)$ 长期看好，重返巅峰

12-03

$特斯拉(TSLA)$ 414+

抱歉，原内容已删除

11-19

$上证指数(000001.SH)$ 实业兴国，金融赋能

11-08

中科院，国产芯片，未来可期

中原证券：给予中科曙光增持评级

11-08

30多买了个龙头机器人公司，属于经典并购吧，机器人公司三巨头ABB 库卡发那科，还剩ABB了

异动解读 | 上海电气盘中重挫逾20% 收购发那科机器人引发估值担忧

11-07

吸筹

上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。

11-07

这是在狙击大飞机和光刻机么，力度很大啊，吃相太难看了

上海电气(02727)下跌21.01%，报3.27元/股

11-07

无凭无据的，这是在狙击做局啊

Stock Track | Shanghai Electric Stock Plunges on Concerns Over Sustainability of Earnings

06-26

加仓的时候到了

原因找到了！赛力斯突然闪崩，公募爆仓的谣言有点冷...

01-05

华尔街越来越短视了

比起2023年销量，华尔街更关注特斯拉的利润率

2023-03-05

35岁，厉害厉害[强]

抱歉，原内容已删除

去老虎APP查看更多动态

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Tesla plans to launch a self-driving robotaxi service in late 2025.</p><p>&#34;While we have confidence in Tesla&#39;s Auto business, the significant value creation potential from its AI-based full self-driving capabilities and Cybercab (Robotaxi) underpin our positive outlook,&#34; added Gengaro.</p><p>His target price is now the highest on Wall Street, according to FactSet, valuing Tesla stock at about $1.3 trillion.</p><p>Overall, 42% of analysts covering Tesla stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%. 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Wedbush analyst Dan Ives puts a $1 trillion valuation on the company&#39;s AI/self-driving opportunity.</p><p>He rates shares Buy and has a $400 price target for the stock. That&#39;s now the second-highest price target for Tesla stock, according to FactSet.</p><p>Eventually, Tesla bulls would like Tesla stock to push past its current record closing high of $409.97 reached on Nov. 4, 2021. Tesla&#39;s record intraday high of $414.50 was reached on the same day.</p></body></html>","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>Tesla Stock Rises After Huge Price Target Increase. 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What Got the Analyst Excited\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-02 21:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla stock rose to start a new week of trading. A couple of things were helping and both are about the same thing: Self-driving cars.</p><p>Shares of the electric vehicle maker were up 2% in Monday&#39;s premarket at $352.3 each, while S&amp;P 500 and Dow Jones Industrial Average futures were both slightly in the red.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c312f58df2f628d3b51476e64570be20\" tg-width=\"780\" tg-height=\"830\"/></p><p>For starters, there is Wall Street. On Sunday, Stifel analyst Stephen Gengaro raised his Tesla stock price target to $411 from $287. He kept his Buy rating.</p><p>&#34;We believe buying Tesla shares requires vision and patience, and the willingness to accept volatility,&#34; wrote Gengaro. He isn&#39;t wrong. Tesla stock is notoriously volatile. Coming into Monday trading, shares were up about 37% since the Nov. 5 election, accounting for almost all of the year-to-date gains.</p><p>The move is despite no change in 2025 earnings estimates. Investors are banking on CEO Elon Musk&#39;s closeness to President-elect Donald Trump benefiting the EV maker. One way it could is if a Federal standard were introduced to regulate self-driving cars, which would smooth the introduction of robotaxi services. Tesla plans to launch a self-driving robotaxi service in late 2025.</p><p>&#34;While we have confidence in Tesla&#39;s Auto business, the significant value creation potential from its AI-based full self-driving capabilities and Cybercab (Robotaxi) underpin our positive outlook,&#34; added Gengaro.</p><p>His target price is now the highest on Wall Street, according to FactSet, valuing Tesla stock at about $1.3 trillion.</p><p>Overall, 42% of analysts covering Tesla stock rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%. The average analyst price target for Tesla shares is about $248.</p><p>Along with the target price bump, Ashok Elluswamy, Tesla&#39;s vice president of AI software, said in a post on X Saturday night that version 13 of Tesla&#39;s highest-level driver assistance software called Full Self-Driving, or FSD, began rolling out to customers.</p><p>Most customers who pay $99 a month for FSD software are still on an FSD version beginning with the number 12.</p><p>The new version &#34;upgrades every part of the end-to-end driving network,&#34; read part of the release notes. Elluswamy&#39;s post drew an &#34;It&#39;s Alive!&#34; response from Tesla CEO Elon Musk.</p><p>Musk said in November that FSD should be better than human drivers in early 2025 and the company plans to launch a robotaxi service later in 2025.</p><p>Tesla uses AI computing to train cars to drive themselves. Wedbush analyst Dan Ives puts a $1 trillion valuation on the company&#39;s AI/self-driving opportunity.</p><p>He rates shares Buy and has a $400 price target for the stock. That&#39;s now the second-highest price target for Tesla stock, according to FactSet.</p><p>Eventually, Tesla bulls would like Tesla stock to push past its current record closing high of $409.97 reached on Nov. 4, 2021. Tesla&#39;s record intraday high of $414.50 was reached on the same day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488676599","content_text":"Tesla stock rose to start a new week of trading. A couple of things were helping and both are about the same thing: Self-driving cars.Shares of the electric vehicle maker were up 2% in Monday's premarket at $352.3 each, while S&P 500 and Dow Jones Industrial Average futures were both slightly in the red.For starters, there is Wall Street. On Sunday, Stifel analyst Stephen Gengaro raised his Tesla stock price target to $411 from $287. He kept his Buy rating.\"We believe buying Tesla shares requires vision and patience, and the willingness to accept volatility,\" wrote Gengaro. He isn't wrong. Tesla stock is notoriously volatile. Coming into Monday trading, shares were up about 37% since the Nov. 5 election, accounting for almost all of the year-to-date gains.The move is despite no change in 2025 earnings estimates. Investors are banking on CEO Elon Musk's closeness to President-elect Donald Trump benefiting the EV maker. One way it could is if a Federal standard were introduced to regulate self-driving cars, which would smooth the introduction of robotaxi services. Tesla plans to launch a self-driving robotaxi service in late 2025.\"While we have confidence in Tesla's Auto business, the significant value creation potential from its AI-based full self-driving capabilities and Cybercab (Robotaxi) underpin our positive outlook,\" added Gengaro.His target price is now the highest on Wall Street, according to FactSet, valuing Tesla stock at about $1.3 trillion.Overall, 42% of analysts covering Tesla stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. The average analyst price target for Tesla shares is about $248.Along with the target price bump, Ashok Elluswamy, Tesla's vice president of AI software, said in a post on X Saturday night that version 13 of Tesla's highest-level driver assistance software called Full Self-Driving, or FSD, began rolling out to customers.Most customers who pay $99 a month for FSD software are still on an FSD version beginning with the number 12.The new version \"upgrades every part of the end-to-end driving network,\" read part of the release notes. Elluswamy's post drew an \"It's Alive!\" response from Tesla CEO Elon Musk.Musk said in November that FSD should be better than human drivers in early 2025 and the company plans to launch a robotaxi service later in 2025.Tesla uses AI computing to train cars to drive themselves. Wedbush analyst Dan Ives puts a $1 trillion valuation on the company's AI/self-driving opportunity.He rates shares Buy and has a $400 price target for the stock. 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实业兴国，金融赋能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372691637383224","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372213223903560,"gmtCreate":1731912026099,"gmtModify":1731912027676,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看好，重返巅峰","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看好，重返巅峰","text":"$上证指数(000001.SH)$ 长期看好，重返巅峰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372213223903560","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368686644117592,"gmtCreate":1731048963866,"gmtModify":1731048965856,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"中科院，国产芯片，未来可期","listText":"中科院，国产芯片，未来可期","text":"中科院，国产芯片，未来可期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368686644117592","repostId":"2481419106","repostType":2,"repost":{"id":"2481419106","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1731038553,"share":"https://www.laohu8.com/m/news/2481419106?lang=&edition=full","pubTime":"2024-11-08 12:02","market":"hk","language":"zh","title":"中原证券：给予中科曙光增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2481419106","media":"证券之星","summary":"中原证券股份有限公司唐月近期对中科曙光进行研究并发布了研究报告《3季报点评：毛利维持增长，持续受益国产化和AI化的发展趋势》，本报告对中科曙光给出增持评级，当前股价为80.34元。其中Q3海光收入增速达到78.33%，2024年以来呈现逐季加速态势。　　首次覆盖并给与公司“增持”的投资评级。最新盈利预测明细如下：该股最近90天内共有20家机构给出评级，买入评级16家，增持评级4家；过去90天内机构目标均价为58.05。","content":"<html><body><p><a href=\"https://laohu8.com/S/601375\">中原证券</a>股份有限公司唐月近期对<a href=\"https://laohu8.com/S/603019\">中科曙光</a>进行研究并发布了研究报告《3季报点评：毛利维持增长，持续受益国产化和AI化的发展趋势》，本报告对中科曙光给出增持评级，当前股价为80.34元。</p><p>　　中科曙光(603019)　　投资要点：　　公司发布2024年3季报：收入80.41亿元，同比增长3.65%，归母净利润7.70亿元，同比增长2.57%，扣非净利润4.45亿元，同比增长8.66%。　　维持了主营的相对稳定。单季度来看，公司收入23.29亿元，同比下滑1.19%，；净利润2.06亿元，同比增长0.41%；扣非归母净利润0.79亿元，同比下滑24.55%。　　联营企业<a href=\"https://laohu8.com/S/688041\">海光信息</a>（持股27.96%）业绩大增，公司前三季度获得4.12亿投资收益。海光前三季度收入61.37亿元，增速55.64%，归母净利润15.26亿元，增速69.22%。其中Q3海光收入增速达到78.33%，2024年以来呈现逐季加速态势。考虑到国际形势有利于国产化推进，我们认为海光有望持续给公司带来较好的收益。　　2024年服务器行业受到结构性需求影响较大。从服务器行业相关公司半年报和三季报数据来看，面向海外市场的企业取得了不错的增长，华为合作伙伴也在2024年取得了较好的增长。国内头部厂商中，浪潮或受互联网厂商需求带动，业务快速增长，但毛利率下滑导致利润仍不及2022年水平，同比数据上来看曙光和紫光收入增长平稳且盈利水平稳定，但对比2022年1-9月来看，仅有曙光保持了毛利的增长。2024年国内互联网厂商资本开支加大迹象明显，白牌化服务器需求增长，与此同时国内AI芯片供应方面未能充分满足市场需求。2025年，随着国产芯片的性能提升和产能释放，我们认为AI服务器需求将重回快速增长势头。　　单季度毛利率表现明显好于同行。公司Q3毛利率28.20%，较上年同期增长了2.71PCT，环比也有2.42PCT的提升。在同行都因为白牌业务毛利率下滑的同时，体现出了产品和布局的差异性。　　费用方面，公司前三季度销售、管理、研发费用同比分别增长了13.61%、23.98%、14.49%，Q3三大费用增幅达到27.36%，对当季业绩形成拖累。2023年公司员工总数增长10.26%，相应加大2024年了人员成本的压力。　　受到AI带来的大算力服务器需求拉动，IDC预测2023-2028年我国液冷服务器市场年复合增速将达到47.6%，公司控股企业曙光数创（间接控股62.07%）是国内唯一实现浸没相变液冷技术大规模商业化部署的企业，将助力公司液冷服务器领域的布局。　　首次覆盖并给与公司“增持”的投资评级。公司作为国内服务器领域的头部厂商，充分受益于服务器国产化和AI拉动的算力存储增长趋势。预计24-26年公司EPS分别为1.34元、1.69元、2.13元，按11月7日收盘价75.60元计算，对应PE为56.26倍、44.76倍、35.47倍。　　风险提示：国际局势的不确定性；行业竞争加剧。</p><p>证券之星数据中心根据近三年发布的研报数据计算，开源证券陈宝健研究员团队对该股研究较为深入，近三年预测准确度均值高达90.32%，其预测2024年度归属净利润为盈利21亿，根据现价换算的预测PE为52.87。</p><p>最新盈利预测明细如下：</p><p><img src=\"http://static.stockstar.com/cmsrobo/stk_res_predict_sh603019_2024_2000-01-01_20_1731038548.png\"/></p><p>该股最近90天内共有20家机构给出评级，买入评级16家，增持评级4家；过去90天内机构目标均价为58.05。</p><p>以上内容为证券之星据公开信息整理，由智能算法生成，不构成投资建议。</p><p><img src=\"https://static.stockstar.com/etf/20241107000004.png\"/></p></body></html>","source":"stockstar","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>中原证券：给予中科曙光增持评级</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中原证券：给予中科曙光增持评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2024-11-08 12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/601375\">中原证券</a>股份有限公司唐月近期对<a href=\"https://laohu8.com/S/603019\">中科曙光</a>进行研究并发布了研究报告《3季报点评：毛利维持增长，持续受益国产化和AI化的发展趋势》，本报告对中科曙光给出增持评级，当前股价为80.34元。</p><p>　　中科曙光(603019)　　投资要点：　　公司发布2024年3季报：收入80.41亿元，同比增长3.65%，归母净利润7.70亿元，同比增长2.57%，扣非净利润4.45亿元，同比增长8.66%。　　维持了主营的相对稳定。单季度来看，公司收入23.29亿元，同比下滑1.19%，；净利润2.06亿元，同比增长0.41%；扣非归母净利润0.79亿元，同比下滑24.55%。　　联营企业<a href=\"https://laohu8.com/S/688041\">海光信息</a>（持股27.96%）业绩大增，公司前三季度获得4.12亿投资收益。海光前三季度收入61.37亿元，增速55.64%，归母净利润15.26亿元，增速69.22%。其中Q3海光收入增速达到78.33%，2024年以来呈现逐季加速态势。考虑到国际形势有利于国产化推进，我们认为海光有望持续给公司带来较好的收益。　　2024年服务器行业受到结构性需求影响较大。从服务器行业相关公司半年报和三季报数据来看，面向海外市场的企业取得了不错的增长，华为合作伙伴也在2024年取得了较好的增长。国内头部厂商中，浪潮或受互联网厂商需求带动，业务快速增长，但毛利率下滑导致利润仍不及2022年水平，同比数据上来看曙光和紫光收入增长平稳且盈利水平稳定，但对比2022年1-9月来看，仅有曙光保持了毛利的增长。2024年国内互联网厂商资本开支加大迹象明显，白牌化服务器需求增长，与此同时国内AI芯片供应方面未能充分满足市场需求。2025年，随着国产芯片的性能提升和产能释放，我们认为AI服务器需求将重回快速增长势头。　　单季度毛利率表现明显好于同行。公司Q3毛利率28.20%，较上年同期增长了2.71PCT，环比也有2.42PCT的提升。在同行都因为白牌业务毛利率下滑的同时，体现出了产品和布局的差异性。　　费用方面，公司前三季度销售、管理、研发费用同比分别增长了13.61%、23.98%、14.49%，Q3三大费用增幅达到27.36%，对当季业绩形成拖累。2023年公司员工总数增长10.26%，相应加大2024年了人员成本的压力。　　受到AI带来的大算力服务器需求拉动，IDC预测2023-2028年我国液冷服务器市场年复合增速将达到47.6%，公司控股企业曙光数创（间接控股62.07%）是国内唯一实现浸没相变液冷技术大规模商业化部署的企业，将助力公司液冷服务器领域的布局。　　首次覆盖并给与公司“增持”的投资评级。公司作为国内服务器领域的头部厂商，充分受益于服务器国产化和AI拉动的算力存储增长趋势。预计24-26年公司EPS分别为1.34元、1.69元、2.13元，按11月7日收盘价75.60元计算，对应PE为56.26倍、44.76倍、35.47倍。　　风险提示：国际局势的不确定性；行业竞争加剧。</p><p>证券之星数据中心根据近三年发布的研报数据计算，开源证券陈宝健研究员团队对该股研究较为深入，近三年预测准确度均值高达90.32%，其预测2024年度归属净利润为盈利21亿，根据现价换算的预测PE为52.87。</p><p>最新盈利预测明细如下：</p><p><img src=\"http://static.stockstar.com/cmsrobo/stk_res_predict_sh603019_2024_2000-01-01_20_1731038548.png\"/></p><p>该股最近90天内共有20家机构给出评级，买入评级16家，增持评级4家；过去90天内机构目标均价为58.05。</p><p>以上内容为证券之星据公开信息整理，由智能算法生成，不构成投资建议。</p><p><img src=\"https://static.stockstar.com/etf/20241107000004.png\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601375":"中原证券","603019":"中科曙光"},"source_url":"https://stock.stockstar.com/RB2024110800017638.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481419106","content_text":"中原证券股份有限公司唐月近期对中科曙光进行研究并发布了研究报告《3季报点评：毛利维持增长，持续受益国产化和AI化的发展趋势》，本报告对中科曙光给出增持评级，当前股价为80.34元。　　中科曙光(603019)　　投资要点：　　公司发布2024年3季报：收入80.41亿元，同比增长3.65%，归母净利润7.70亿元，同比增长2.57%，扣非净利润4.45亿元，同比增长8.66%。　　维持了主营的相对稳定。单季度来看，公司收入23.29亿元，同比下滑1.19%，；净利润2.06亿元，同比增长0.41%；扣非归母净利润0.79亿元，同比下滑24.55%。　　联营企业海光信息（持股27.96%）业绩大增，公司前三季度获得4.12亿投资收益。海光前三季度收入61.37亿元，增速55.64%，归母净利润15.26亿元，增速69.22%。其中Q3海光收入增速达到78.33%，2024年以来呈现逐季加速态势。考虑到国际形势有利于国产化推进，我们认为海光有望持续给公司带来较好的收益。　　2024年服务器行业受到结构性需求影响较大。从服务器行业相关公司半年报和三季报数据来看，面向海外市场的企业取得了不错的增长，华为合作伙伴也在2024年取得了较好的增长。国内头部厂商中，浪潮或受互联网厂商需求带动，业务快速增长，但毛利率下滑导致利润仍不及2022年水平，同比数据上来看曙光和紫光收入增长平稳且盈利水平稳定，但对比2022年1-9月来看，仅有曙光保持了毛利的增长。2024年国内互联网厂商资本开支加大迹象明显，白牌化服务器需求增长，与此同时国内AI芯片供应方面未能充分满足市场需求。2025年，随着国产芯片的性能提升和产能释放，我们认为AI服务器需求将重回快速增长势头。　　单季度毛利率表现明显好于同行。公司Q3毛利率28.20%，较上年同期增长了2.71PCT，环比也有2.42PCT的提升。在同行都因为白牌业务毛利率下滑的同时，体现出了产品和布局的差异性。　　费用方面，公司前三季度销售、管理、研发费用同比分别增长了13.61%、23.98%、14.49%，Q3三大费用增幅达到27.36%，对当季业绩形成拖累。2023年公司员工总数增长10.26%，相应加大2024年了人员成本的压力。　　受到AI带来的大算力服务器需求拉动，IDC预测2023-2028年我国液冷服务器市场年复合增速将达到47.6%，公司控股企业曙光数创（间接控股62.07%）是国内唯一实现浸没相变液冷技术大规模商业化部署的企业，将助力公司液冷服务器领域的布局。　　首次覆盖并给与公司“增持”的投资评级。公司作为国内服务器领域的头部厂商，充分受益于服务器国产化和AI拉动的算力存储增长趋势。预计24-26年公司EPS分别为1.34元、1.69元、2.13元，按11月7日收盘价75.60元计算，对应PE为56.26倍、44.76倍、35.47倍。　　风险提示：国际局势的不确定性；行业竞争加剧。证券之星数据中心根据近三年发布的研报数据计算，开源证券陈宝健研究员团队对该股研究较为深入，近三年预测准确度均值高达90.32%，其预测2024年度归属净利润为盈利21亿，根据现价换算的预测PE为52.87。最新盈利预测明细如下：该股最近90天内共有20家机构给出评级，买入评级16家，增持评级4家；过去90天内机构目标均价为58.05。以上内容为证券之星据公开信息整理，由智能算法生成，不构成投资建议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368550628577424,"gmtCreate":1731019660075,"gmtModify":1731019662979,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"30多买了个龙头机器人公司，属于经典并购吧，机器人公司三巨头ABB&nbsp; 库卡&nbsp; 发那科，还剩ABB了","listText":"30多买了个龙头机器人公司，属于经典并购吧，机器人公司三巨头ABB&nbsp; 库卡&nbsp; 发那科，还剩ABB了","text":"30多买了个龙头机器人公司，属于经典并购吧，机器人公司三巨头ABB 库卡 发那科，还剩ABB了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368550628577424","repostId":"1177244027","repostType":2,"repost":{"id":"1177244027","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1730968629,"share":"https://www.laohu8.com/m/news/1177244027?lang=&edition=full","pubTime":"2024-11-07 16:37","market":"us","language":"zh","title":"异动解读 | 上海电气盘中重挫逾20% 收购发那科机器人引发估值担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1177244027","media":"异动解读","summary":"上海电气今日盘中重挫逾20%,引发市场广泛关注。股价大跌背后,主要是公司近期收购发那科机器人控股权一事,引发市场对公司估值过高的担忧。公司公告显示,上海电气拟以30.82亿元的价格从控股股东上海电气集团手中收购宁笙实业100%股权。而宁笙实业的核心资产为上海发那科机器人有限公司,该收购有助于公司在机器人领域的进一步布局。公司公告称,截至11月6日,上海电气A股市盈率已高达588.98倍,显著高于行业平均水平。","content":"<p>上海电气(02727)今日盘中重挫逾20%,引发市场广泛关注。股价大跌背后,主要是公司近期收购发那科机器人控股权一事,引发市场对公司估值过高的担忧。</p>\n\n<p>公司公告显示,上海电气拟以30.82亿元的价格从控股股东上海电气集团手中收购宁笙实业100%股权。而宁笙实业的核心资产为上海发那科机器人有限公司,该收购有助于公司在机器人领域的进一步布局。</p>\n\n<p>然而,该并购行为也引发了市场对公司估值过高的担忧。公司公告称,截至11月6日,上海电气A股市盈率已高达588.98倍,显著高于行业平均水平。而公司A股股价近期更是连续多日大涨,累计涨幅已达138.5%,存在短期回调的风险。加之公司拟进行的30多亿元并购,将给公司带来一定的资金压力。</p>","source":"ai_movement_cn","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>异动解读 | 上海电气盘中重挫逾20% 收购发那科机器人引发估值担忧</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{ 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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异动解读 | 上海电气盘中重挫逾20% 收购发那科机器人引发估值担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-07 16:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上海电气(02727)今日盘中重挫逾20%,引发市场广泛关注。股价大跌背后,主要是公司近期收购发那科机器人控股权一事,引发市场对公司估值过高的担忧。</p>\n\n<p>公司公告显示,上海电气拟以30.82亿元的价格从控股股东上海电气集团手中收购宁笙实业100%股权。而宁笙实业的核心资产为上海发那科机器人有限公司,该收购有助于公司在机器人领域的进一步布局。</p>\n\n<p>然而,该并购行为也引发了市场对公司估值过高的担忧。公司公告称,截至11月6日,上海电气A股市盈率已高达588.98倍,显著高于行业平均水平。而公司A股股价近期更是连续多日大涨,累计涨幅已达138.5%,存在短期回调的风险。加之公司拟进行的30多亿元并购,将给公司带来一定的资金压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02727":"上海电气"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177244027","content_text":"上海电气(02727)今日盘中重挫逾20%,引发市场广泛关注。股价大跌背后,主要是公司近期收购发那科机器人控股权一事,引发市场对公司估值过高的担忧。\n公司公告显示,上海电气拟以30.82亿元的价格从控股股东上海电气集团手中收购宁笙实业100%股权。而宁笙实业的核心资产为上海发那科机器人有限公司,该收购有助于公司在机器人领域的进一步布局。\n然而,该并购行为也引发了市场对公司估值过高的担忧。公司公告称,截至11月6日,上海电气A股市盈率已高达588.98倍,显著高于行业平均水平。而公司A股股价近期更是连续多日大涨,累计涨幅已达138.5%,存在短期回调的风险。加之公司拟进行的30多亿元并购,将给公司带来一定的资金压力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368307115143472,"gmtCreate":1730966731403,"gmtModify":1730966732990,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"吸筹","listText":"吸筹","text":"吸筹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368307115143472","repostId":"2481644944","repostType":2,"repost":{"id":"2481644944","kind":"live","pubTimestamp":1730962487,"share":"https://www.laohu8.com/m/news/2481644944?lang=&edition=full","pubTime":"2024-11-07 14:54","market":"hk","language":"zh","title":"上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2481644944","media":"美港电讯","summary":"上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。","content":"<html><body><p>上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。</p></body></html>","source":"live_meigang","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>7x24快讯</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\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 14:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159982":"中证500","399300":"沪深300","601727":"上海电气","BK0184":"上海国资改革","BK0035":"核能核电","BK0012":"证金概念","BK0196":"行业龙头","BK0259":"通用设备","07226":"XL二南方恒科","YANG":"三倍做空富时中国ETF-Direxion","02727":"上海电气","BK1594":"碳中和概念股","BK0201":"可转债","BK0005":"高端装备制造","BK0028":"国家队","HSCEI":"国企指数","BK1546":"电力设备股","BK1205":"重型电气设备","BK0188":"融资融券","HSTECH":"恒生科技指数","BK1522":"燃料电池"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481644944","content_text":"上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368417925161072,"gmtCreate":1730961730664,"gmtModify":1730961732471,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"这是在狙击大飞机和光刻机么，力度很大啊，吃相太难看了","listText":"这是在狙击大飞机和光刻机么，力度很大啊，吃相太难看了","text":"这是在狙击大飞机和光刻机么，力度很大啊，吃相太难看了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368417925161072","repostId":"2481997572","repostType":2,"repost":{"id":"2481997572","kind":"news","pubTimestamp":1730945279,"share":"https://www.laohu8.com/m/news/2481997572?lang=&edition=full","pubTime":"2024-11-07 10:07","market":"hk","language":"zh","title":"上海电气(02727)下跌21.01%，报3.27元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2481997572","media":"金融界","summary":"11月7日，上海电气(02727)盘中下跌21.01%，截至10:07，报3.27元/股，成交14.96亿元。上海电气集团股份有限公司是全球领先的工业级绿色智能系统解决方案提供商，专注于智慧能源、智能制造、数智集成三大业务领域，业务遍及全球，公司品牌价值达1725.81亿元，位列中国机械行业榜首。在营业领域中，提供风光储氢多能互补和源网荷储一体化解决方案，锂电产线、数字医疗、轨道交通及通用装备系统解决方案，以及作为新能源汽车产业链、大飞机产业链、现代船舶产业链及数字化解决方案提供商。截至2024年三季报，上海电气营业总收入760.81亿元、净利润7.58亿元。","content":"<html><body><div>\n<p>11月7日，<span><a href=\"https://laohu8.com/S/601727\">上海电气</a></span>(02727)盘中下跌21.01%，截至10:07，报3.27元/股，成交14.96亿元。</p><p><a href=\"https://laohu8.com/S/02727\">上海电气</a>集团股份有限公司是全球领先的工业级绿色<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>系统解决方案提供商，专注于智慧能源、智能制造、数智集成三大业务领域，业务遍及全球，公司品牌价值达1725.81亿元，位列中国机械行业榜首。在营业领域中，提供风光储氢多能互补和源网荷储一体化解决方案，锂电产线、数字医疗、轨道交通及通用装备系统解决方案，以及作为新能源汽车产业链、大飞机产业链、现代船舶产业链及数字化解决方案提供商。</p><p>截至2024年三季报，上海电气营业总收入760.81亿元、净利润7.58亿元。</p>\n<div>\n<div>\n</div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>上海电气(02727)下跌21.01%，报3.27元/股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n上海电气(02727)下跌21.01%，报3.27元/股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://hk.jrj.com.cn/2024/11/07100745023382.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月7日，上海电气(02727)盘中下跌21.01%，截至10:07，报3.27元/股，成交14.96亿元。上海电气集团股份有限公司是全球领先的工业级绿色智能系统解决方案提供商，专注于智慧能源、智能制造、数智集成三大业务领域，业务遍及全球，公司品牌价值达1725.81亿元，位列中国机械行业榜首。在营业领域中，提供风光储氢多能互补和源网荷储一体化解决方案，锂电产线、数字医疗、轨道交通及通用装备系统...</p>\n\n<a href=\"https://hk.jrj.com.cn/2024/11/07100745023382.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601727":"上海电气","BK1594":"碳中和概念股","BK1546":"电力设备股","BK1205":"重型电气设备","BK0184":"上海国资改革","BK0188":"融资融券","BK0028":"国家队","02727":"上海电气","BK0005":"高端装备制造","BK0201":"可转债","BK0259":"通用设备","BK0012":"证金概念","BK1522":"燃料电池","BK0035":"核能核电","BK0196":"行业龙头"},"source_url":"https://hk.jrj.com.cn/2024/11/07100745023382.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481997572","content_text":"11月7日，上海电气(02727)盘中下跌21.01%，截至10:07，报3.27元/股，成交14.96亿元。上海电气集团股份有限公司是全球领先的工业级绿色智能系统解决方案提供商，专注于智慧能源、智能制造、数智集成三大业务领域，业务遍及全球，公司品牌价值达1725.81亿元，位列中国机械行业榜首。在营业领域中，提供风光储氢多能互补和源网荷储一体化解决方案，锂电产线、数字医疗、轨道交通及通用装备系统解决方案，以及作为新能源汽车产业链、大飞机产业链、现代船舶产业链及数字化解决方案提供商。截至2024年三季报，上海电气营业总收入760.81亿元、净利润7.58亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368416582496344,"gmtCreate":1730961467225,"gmtModify":1730961644815,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"无凭无据的，这是在狙击做局啊","listText":"无凭无据的，这是在狙击做局啊","text":"无凭无据的，这是在狙击做局啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368416582496344","repostId":"1185392512","repostType":2,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320850325205032,"gmtCreate":1719368244248,"gmtModify":1719368854623,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"加仓的时候到了","listText":"加仓的时候到了","text":"加仓的时候到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320850325205032","repostId":"2446811804","repostType":2,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259693596291200,"gmtCreate":1704411809409,"gmtModify":1704418498990,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"华尔街越来越短视了","listText":"华尔街越来越短视了","text":"华尔街越来越短视了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259693596291200","repostId":"2400396296","repostType":2,"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627336873,"gmtCreate":1677982298293,"gmtModify":1677984545713,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"35岁，厉害厉害[强]&nbsp;","listText":"35岁，厉害厉害[强]&nbsp;","text":"35岁，厉害厉害[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627336873","repostId":"1157059208","repostType":2,"repost":{"id":"1157059208","kind":"news","pubTimestamp":1677977343,"share":"https://www.laohu8.com/m/news/1157059208?lang=&edition=full","pubTime":"2023-03-05 08:49","market":"us","language":"zh","title":"揭秘 | ChatGPT背后的35岁神秘教母，一手推火这个神级AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1157059208","media":"新智元","summary":"ChatGPT诞生的背后，还有一个重要的女性首席技术官。最近几周，随着ChatGPT的爆火，她也开始走进媒体的视野。当OpenAI在2022年11月下旬忽然决定推出ChatGPT时，员工们都惊呆了。当","content":"<html><head></head><body><p>ChatGPT诞生的背后，还有一个重要的女性首席技术官。最近几周，随着ChatGPT的爆火，她也开始走进媒体的视野。</p><p>当OpenAI在2022年11月下旬忽然决定推出ChatGPT时，员工们都惊呆了。</p><p>当时在研发GPT-4的员工，忽然被下令把已经GPT-3.5包装一下，尽快做成一个聊天机器人。</p><p>几天后，ChatGPT零宣传地上线了，员工们没有抱任何期望，然而几十天内ChatGPT仿佛滚雪球一般，在全世界开启了病毒式的传播。</p><p>而媒体们，一直在深挖着这个顶流AI诞生的幕后故事。</p><p>最近，他们发现了OpenAI的35岁CTO，ChatGPT教母——Mira Murati。</p><p><img src=\"https://static.tigerbbs.com/4b9bdc06b3174f8075b25aac312253b3\" tg-width=\"800\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p>这些天，媒体的聚光灯从ChatGPT之父Sam Altman，转移到了Mira Murati身上。</p><p>尤其是外媒这两个月来对于她的频繁报道，分外惹人注目。</p><p><img src=\"https://static.tigerbbs.com/0fe30d80bdf9b1fb000b057642a628df\" tg-width=\"1080\" tg-height=\"655\" referrerpolicy=\"no-referrer\"/></p><p>但她又是如此神秘，竟然连维基百科的主页都没有。</p><p>不可否认的是，她现在已经成为科技界最有影响力的人物之一。而她能走到这一步，绝不是偶然。</p><p><b>OpenAI神秘的CTO</b></p><p>据网上流传的信息，Mira Murati出生于一个阿尔巴尼亚高中教师家庭，之后在达特茅斯学院取得了机械工程学士学位。</p><p><img src=\"https://static.tigerbbs.com/0649b0894fa8c965ca8b2e7904b4ac3e\" tg-width=\"1080\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>2013年，Murati正式加入特斯拉，负责Model X的开发。</p><p>也就是在这一年，她对AI产生了兴趣。</p><p>当时，特斯拉正在研发人工智能驾驶辅助软件Autopilot的早期版本，还在为工厂开发人工智能机器人。这使Murati开始考虑其他现实世界的应用。</p><p><img src=\"https://static.tigerbbs.com/5c70d9c20303a041ab9c844aed3e17d9\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>之后，Murati在Leap Motion担任了两年的产品和工程副总裁。</p><p>Leap Motion是一家软件和硬件公司，它生产的控制器，使用户能够在与PC或Mac连接时，用手部动作操纵数字对象。</p><p>在Murati在Leap Motion任职期间，该公司推出了为VR的手部追踪而设计的新软件。</p><p>作为产品和工程副总裁，她希望能用户与电脑的互动可以「像玩球一样直观」。但她很快意识到，基于VR的技术还没能被大众所接受。</p><p>Murati仔细考虑了自己下一步该怎么办，她得出的结论是，「技术的巨大进步」必须用来解决世界上最大的挑战。</p><p><img src=\"https://static.tigerbbs.com/5562838d8fc455dd5efa61dcf04475f4\" tg-width=\"1080\" tg-height=\"582\" referrerpolicy=\"no-referrer\"/></p><p>2018年，Murati加入了OpenAI，担任应用人工智能和合作伙伴关系的副总裁。</p><p>此时，OpenAI已经加紧了步调，制定了一份比当前的实力更有野心的计划。</p><p>2019年，OpenAI从非营利组织转变为营利组织。</p><p>随后，Murati步步高升，成为OpenAI产品和合作伙伴关系的高级副总裁。</p><p>在10个月前，她成为首席技术官。</p><p>自打Murati被任命为首席技术官以后，OpenAI就发布了一些最热门的明星AI产品，比如DALL-E 2和ChatGPT。</p><p>这些产品也让全世界对OpenAI刮目相看，所有人都认识到：OpenAI的技术可以给世界创造不可想象的经济价值。</p><p><img src=\"https://static.tigerbbs.com/4cff9de68f7a8775aa5257203694e214\" tg-width=\"760\" tg-height=\"1050\" referrerpolicy=\"no-referrer\"/></p><p>2月24日，OpenAI CEO、ChatGPT之父Sam Altman发布了AGI路线图，确保AGI造福全人类，目标直指超级智能世界。</p><p><img src=\"https://static.tigerbbs.com/b5d2faf522f1ab02d4433ad731833158\" tg-width=\"1080\" tg-height=\"438\" referrerpolicy=\"no-referrer\"/></p><p>毫无疑问，如果通用人工智能 (AGI)——人类水平的人工智能真的实现，世界经济可能会在一夜之间发生天翻地覆的变化，而紧随其后的是，社会结构、政治制度甚至国际权力格局的根本变化。</p><p>显然，目前人们探讨的ChatGPT可能对人类社会造成的颠覆性影响，并未夸张。</p><p>而Murati能够让自己走进OpenAI，成为具有影响全世界力量的人，走出的每一步，都不是随意的。</p><p><b>一步步，走向巅峰</b></p><p>在Leap Motion任职期间，Murati深刻地意识到VR还未被大众接受，为了找寻解决世界上最大挑战的技术，她于2018年加入了OpenAI。</p><p>这一次，她绝对没有选错。</p><p>在OpenAI，她找到了许多志同道合的人，他们有着和她共同的信念——AGI将成为改变全世界的技术。</p><p>在这里，Murati发现了一个不断变化的组织。这个世界上最好的人工智能实验室，正在利用互联网规模的数据量和定制的超级计算机来训练他们的模型，他们的蛮力方法正在产生结果。</p><p><img src=\"https://static.tigerbbs.com/762c752072b406ec751e5f550c447609\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"/></p><p>起初，OpenAI的规模虽小，但团队在不断壮大。他们意识到，公司需要的算力越来越昂贵。商业化既是经济上的需要，也是让他们的技术了解世界的途径。</p><p>2019年，这家非营利组织将自身重组为营利性初创公司，母公司为非营利组织，任命前Y Combinator总裁Sam Altman担任首席执行官。他不负众望，很快从微软筹集了10亿美元。</p><p>随着OpenAI开始新的征程，Murati担任了应用人工智能和合作伙伴关系的副总裁。</p><p>OpenAI面临着大语言模型（或者说在神经网络上处理和生成文本的算法）的核心问题，按照OpenAI的竞争对手、Stable Diffusion的研发副总裁Patrick Hebron的说法，大语言模型就像被密封的天才。</p><p>打个比方，莫扎特并不是莫扎特，直到有人递给他一件乐器。</p><p>同样的，OpenAI的基础语言模型虽然具有巨大的潜能，但还需要在外部合作伙伴的帮助下，才能以更快的速度曝光。</p><p><img src=\"https://static.tigerbbs.com/0fd1ee5e45d29906baf74182f1e0d02f\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>与此同时，其他的AI实验室也在探索如何用大规模语言模型来开发产品。比如Google Duplex，一种能帮人打电话预约的、语音机器人版本的谷歌助手。</p><p>相比起来，OpenAI更多的精力是在如何让模型更好地符合人类意图。（谷歌后来的失败，在这里就埋下了伏笔。）</p><p>此时，Murati也被提升为研究监督总管，她发现自己正处于这项工作的核心。</p><p>具体来说，要想实现真正的「Chat」GPT，OpenAI就需要让模型理解人类对话的价值。很多语言都是主观的：什么歌曲算好听？什么餐厅算高档？没有人类的反馈，语言模型就很难理解这些概念，更不用说听懂玩笑了。</p><p>为了向GPT传递这些人类的价值观，OpenAI做了一系列的努力。它雇佣承包商，来评估GPT的输出，并编写出更好的输出，同时也让OpenAI自己的员工做同样的事。</p><p>它发现合作伙伴愿意分享他们的实验数据。它建立了一个安全操作，试图预测用户可能破坏系统的方式。然后将来自所有这些过程的数据，反馈到一个可以位于语言模型之上的算法层。</p><p>最后一步，就是在系统上创建一个搜索栏界面，并将其命名为ChatGPT，这一步是最容易的。</p><p>就这样，时下最火爆的当红顶流语言模型诞生了。用Murati的话说，他们得到了一个聊天机器人，它「更可能做你想让它做的事情」。</p><p><img src=\"https://static.tigerbbs.com/ce84bd31e958f93db0a3884de44c593f\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"/></p><p>Greylock采访：斯坦福HAI联合主任李飞飞博士和OpenAI首席技术官Mira Murati</p><p>但ChatGPT也仅仅只是一个开始。</p><p>OpenAI 拥有多样化的应用程序组合，从一开始，OpenAI就设计了广泛的产品组合。</p><p>「我们想要做出Dall-E的原因之一，就是为了更深入地了解世界，让这些模型以我们的方式了解世界，」Murati 说。</p><p>在她看来，多模态学习（即包含文本、图像、音频、视频甚至机器人技术的学习）训练的人工智能模型，就是实现长期突破的关键点。</p><p>而诀窍就是，将这些未来的计划与此时此地的产品联系起来。</p><p><img src=\"https://static.tigerbbs.com/12711d5734bfca31fa69c666c9eaaea8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p>出席GIRL GEEK X举办的活动</p><p>与谷歌严捂自己的AI研究不同，显然，Murati热衷于与公众测试这些产品。</p><p>「你可以在没有现实世界接触的情况下在真空中取得技术进步。但接下来的问题是，你真的在朝着正确的方向前进吗？」</p><p>在Murati看来，如果仅在实验室范围内构建AGI，它出现后造成的社会冲击会更加令人不安。</p><p>而通过强化学习和人类反馈来调节大语言模型，是解决AGI未来挑战最有效的方法，也是让公众参与对话的一种方式。</p><p>另外，尽管Murati对OpenAI 的能力充满信心，但她似乎并不像CEO Sam Altman那样，经常谈起AGI产生意识之类的科幻故事来制造头条新闻。</p><p>在Murati看来，意识是一种哲学思想，而不是科学思想。</p><p>Murati想重新设想图灵测试，以确定计算机是否可以像人类一样思考，承担广泛的认知任务。</p><p>但最重要的是，她希望OpenAI的系统能够向真实的人类学习。</p><p><img src=\"https://static.tigerbbs.com/2b3a4aa092e8cd45db2378fc80b59490\" tg-width=\"1080\" tg-height=\"592\" referrerpolicy=\"no-referrer\"/></p><p>关于Murati的个人信息，我们目前只知道她是科幻经典《2001：太空漫游》、诗人Rainer Maria Rilke和摇滚乐队Radiohead的粉丝</p><p><b>必应的三种人格，也有她的贡献</b></p><p>昨天，广大用户发现，必应AI忽然有三种「人格」可供选择：创造性、平衡性和精确性。</p><p><img src=\"https://static.tigerbbs.com/74c217484dc8e950fb6d6b29a1f21746\" tg-width=\"738\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>这背后，也有着Murati等OpenAI员工的推动。</p><p>根据Fast Company的报道，在OpenAI的旧金山总部，ChatGPT背后的六人领导团队每周都会聚集在一起开例会。</p><p>在1月底的一个早晨，例会的第一个问题就是——团队该如何让ChatGPT在回答中平衡准确性和创造性。</p><p>Murati作为CTO在例会上第一个发言，询问了团队对于ChatGPT的准确性与其想象力之间的相关性了解多少。</p><p>前粒子物理学家和谷歌大脑科学家、现OpenAI研究人员Liam Fedus表示，「越来越多的证据表明，我们的基础模型在创意写作方面很有才华，但由于OpenAI在某种程度上转向了一个更有用的模型，也许已经让它失去了一些能力。」</p><p>Murati认真听着回答，记着笔记，计划在未来几周展开测试模型准确性与创造力的新实验。</p><p>这条调查线，影响的是数十亿美元和数百万个工作岗位。</p><p>如果不能证明ChatGPT的可信度，OpenAI作为硅谷几十年来最有前途初创公司的地位，就可能受到威胁。</p><p>如今我们可以看到，类ChatGPT模型整合进微软的必应之后，也在真实的市场反馈中一步步试探和摸索着产品的路线。</p><p><b>ChatGPT火了之后</b></p><p>此前，Murati很少走到台前，但是随着最近AIGC的爆火，OpenAI成为了引领时代潮流的一个符号，Murati也更多地出现在了公众的视野中。</p><p>早在四个月前，她就出现在崔娃的「The Daily Show」上，讨论这些强大的AI工具可能给人类造成的影响。</p><p><img src=\"https://static.tigerbbs.com/0b5d2bb038ee7add5930504c4137838b\" tg-width=\"1079\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>在2021年，OpenAI聘请了ML研究员Jan Leike，他现在领导着一个对齐团队，标志着他们更加关注人类反馈强化学习（RLHF）的训练。</p><p><img src=\"https://static.tigerbbs.com/ffad378a6e4164d4caeba766a42a06b1\" tg-width=\"1080\" tg-height=\"438\" referrerpolicy=\"no-referrer\"/></p><p>在推特上，Murati一直与Leike有着密切的互动，他们还讨论了在训练AI模型期间纳入反馈的重要性。</p><p>早在八个月前与CogX的讨论中，Murati就解释说：「我们希望这些模型遵循我们的明确指令，但我们也希望它们遵循我们隐含的指令，所以我们不希望它们产生任何刻板印象，或产生有毒的反应。我们希望它们大致上能与我们想要的东西保持一致，这可能是相当模糊的。为了达到这个目标，我们需要在循环中对模型进行人工反馈，使意图更加清晰。」</p><p><img src=\"https://static.tigerbbs.com/57e0ed498b4602ac7b3fa82f846ab9b9\" tg-width=\"596\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/></p><p>也是在那次讨论中，她盛赞了AI带来的进步，但也坦率地承认，自己不知道AI工具是否会取代人类。</p><p>「我们不确定AGI是不是会完全取代我们，或帮助我们正在做的事情。现在还不清楚，人类的工作以后会发生什么变化，经济体系又会变成什么样子。」</p><p>「但是总体上，我认为AI会给人类带来非常积极的影响，因为它可以解决现实世界中非常困难的问题，比如应对气候变化，或者治疗疑难杂症。」</p><p>在崔娃的「The Daily Show」中，Murati却采取了一种更不置可否的态度，称OpenAI的应用程序为「人类的帮手」，会变成「社会塑造它们」的样子。</p><p>OpenAI CEO兼创始人Sam Altman在谈及ChatGPT相关的道德问题时，态度也是同样模糊。</p><p>而Murati也承认，「AGI对人类会有什么确切影响这种问题」太大、太开放了，她现在还无法回答。</p><p>而最近接受《时代》杂志采访时，Murati也呼吁，政策制定者应该开始监管AI了。</p><p>「对于OpenAI和同类的公司来说，以一种可控和负责任的方式将AI带入公众意识是很重要的。但我们是一个小团体，我们需要在这个系统中获得更多的投入，以及更多超越技术的投入，比如监管者、政府以及其他所有力量。」</p><p>现在，OpenAI的下一个大型语言模型GPT-4也在准备推出了，显然，它可能会和ChatGPT吸引到同样的关注，甚至更多，不过，Murati认为，对此「少一些炒作会更好」。</p><p>但毫无疑问，Murati和她的团队接下来的每一步，都会继续搅动这个世界。</p></body></html>","source":"lsy1569730104218","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>揭秘 | ChatGPT背后的35岁神秘教母，一手推火这个神级AI</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n揭秘 | ChatGPT背后的35岁神秘教母，一手推火这个神级AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-05 08:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/2156705553276680><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ChatGPT诞生的背后，还有一个重要的女性首席技术官。最近几周，随着ChatGPT的爆火，她也开始走进媒体的视野。当OpenAI在2022年11月下旬忽然决定推出ChatGPT时，员工们都惊呆了。当时在研发GPT-4的员工，忽然被下令把已经GPT-3.5包装一下，尽快做成一个聊天机器人。几天后，ChatGPT零宣传地上线了，员工们没有抱任何期望，然而几十天内ChatGPT仿佛滚雪球一般，在全世界...</p>\n\n<a href=\"https://36kr.com/p/2156705553276680\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b9bdc06b3174f8075b25aac312253b3","relate_stocks":{},"source_url":"https://36kr.com/p/2156705553276680","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157059208","content_text":"ChatGPT诞生的背后，还有一个重要的女性首席技术官。最近几周，随着ChatGPT的爆火，她也开始走进媒体的视野。当OpenAI在2022年11月下旬忽然决定推出ChatGPT时，员工们都惊呆了。当时在研发GPT-4的员工，忽然被下令把已经GPT-3.5包装一下，尽快做成一个聊天机器人。几天后，ChatGPT零宣传地上线了，员工们没有抱任何期望，然而几十天内ChatGPT仿佛滚雪球一般，在全世界开启了病毒式的传播。而媒体们，一直在深挖着这个顶流AI诞生的幕后故事。最近，他们发现了OpenAI的35岁CTO，ChatGPT教母——Mira Murati。这些天，媒体的聚光灯从ChatGPT之父Sam Altman，转移到了Mira Murati身上。尤其是外媒这两个月来对于她的频繁报道，分外惹人注目。但她又是如此神秘，竟然连维基百科的主页都没有。不可否认的是，她现在已经成为科技界最有影响力的人物之一。而她能走到这一步，绝不是偶然。OpenAI神秘的CTO据网上流传的信息，Mira Murati出生于一个阿尔巴尼亚高中教师家庭，之后在达特茅斯学院取得了机械工程学士学位。2013年，Murati正式加入特斯拉，负责Model X的开发。也就是在这一年，她对AI产生了兴趣。当时，特斯拉正在研发人工智能驾驶辅助软件Autopilot的早期版本，还在为工厂开发人工智能机器人。这使Murati开始考虑其他现实世界的应用。之后，Murati在Leap Motion担任了两年的产品和工程副总裁。Leap Motion是一家软件和硬件公司，它生产的控制器，使用户能够在与PC或Mac连接时，用手部动作操纵数字对象。在Murati在Leap Motion任职期间，该公司推出了为VR的手部追踪而设计的新软件。作为产品和工程副总裁，她希望能用户与电脑的互动可以「像玩球一样直观」。但她很快意识到，基于VR的技术还没能被大众所接受。Murati仔细考虑了自己下一步该怎么办，她得出的结论是，「技术的巨大进步」必须用来解决世界上最大的挑战。2018年，Murati加入了OpenAI，担任应用人工智能和合作伙伴关系的副总裁。此时，OpenAI已经加紧了步调，制定了一份比当前的实力更有野心的计划。2019年，OpenAI从非营利组织转变为营利组织。随后，Murati步步高升，成为OpenAI产品和合作伙伴关系的高级副总裁。在10个月前，她成为首席技术官。自打Murati被任命为首席技术官以后，OpenAI就发布了一些最热门的明星AI产品，比如DALL-E 2和ChatGPT。这些产品也让全世界对OpenAI刮目相看，所有人都认识到：OpenAI的技术可以给世界创造不可想象的经济价值。2月24日，OpenAI CEO、ChatGPT之父Sam Altman发布了AGI路线图，确保AGI造福全人类，目标直指超级智能世界。毫无疑问，如果通用人工智能 (AGI)——人类水平的人工智能真的实现，世界经济可能会在一夜之间发生天翻地覆的变化，而紧随其后的是，社会结构、政治制度甚至国际权力格局的根本变化。显然，目前人们探讨的ChatGPT可能对人类社会造成的颠覆性影响，并未夸张。而Murati能够让自己走进OpenAI，成为具有影响全世界力量的人，走出的每一步，都不是随意的。一步步，走向巅峰在Leap Motion任职期间，Murati深刻地意识到VR还未被大众接受，为了找寻解决世界上最大挑战的技术，她于2018年加入了OpenAI。这一次，她绝对没有选错。在OpenAI，她找到了许多志同道合的人，他们有着和她共同的信念——AGI将成为改变全世界的技术。在这里，Murati发现了一个不断变化的组织。这个世界上最好的人工智能实验室，正在利用互联网规模的数据量和定制的超级计算机来训练他们的模型，他们的蛮力方法正在产生结果。起初，OpenAI的规模虽小，但团队在不断壮大。他们意识到，公司需要的算力越来越昂贵。商业化既是经济上的需要，也是让他们的技术了解世界的途径。2019年，这家非营利组织将自身重组为营利性初创公司，母公司为非营利组织，任命前Y Combinator总裁Sam Altman担任首席执行官。他不负众望，很快从微软筹集了10亿美元。随着OpenAI开始新的征程，Murati担任了应用人工智能和合作伙伴关系的副总裁。OpenAI面临着大语言模型（或者说在神经网络上处理和生成文本的算法）的核心问题，按照OpenAI的竞争对手、Stable Diffusion的研发副总裁Patrick Hebron的说法，大语言模型就像被密封的天才。打个比方，莫扎特并不是莫扎特，直到有人递给他一件乐器。同样的，OpenAI的基础语言模型虽然具有巨大的潜能，但还需要在外部合作伙伴的帮助下，才能以更快的速度曝光。与此同时，其他的AI实验室也在探索如何用大规模语言模型来开发产品。比如Google Duplex，一种能帮人打电话预约的、语音机器人版本的谷歌助手。相比起来，OpenAI更多的精力是在如何让模型更好地符合人类意图。（谷歌后来的失败，在这里就埋下了伏笔。）此时，Murati也被提升为研究监督总管，她发现自己正处于这项工作的核心。具体来说，要想实现真正的「Chat」GPT，OpenAI就需要让模型理解人类对话的价值。很多语言都是主观的：什么歌曲算好听？什么餐厅算高档？没有人类的反馈，语言模型就很难理解这些概念，更不用说听懂玩笑了。为了向GPT传递这些人类的价值观，OpenAI做了一系列的努力。它雇佣承包商，来评估GPT的输出，并编写出更好的输出，同时也让OpenAI自己的员工做同样的事。它发现合作伙伴愿意分享他们的实验数据。它建立了一个安全操作，试图预测用户可能破坏系统的方式。然后将来自所有这些过程的数据，反馈到一个可以位于语言模型之上的算法层。最后一步，就是在系统上创建一个搜索栏界面，并将其命名为ChatGPT，这一步是最容易的。就这样，时下最火爆的当红顶流语言模型诞生了。用Murati的话说，他们得到了一个聊天机器人，它「更可能做你想让它做的事情」。Greylock采访：斯坦福HAI联合主任李飞飞博士和OpenAI首席技术官Mira Murati但ChatGPT也仅仅只是一个开始。OpenAI 拥有多样化的应用程序组合，从一开始，OpenAI就设计了广泛的产品组合。「我们想要做出Dall-E的原因之一，就是为了更深入地了解世界，让这些模型以我们的方式了解世界，」Murati 说。在她看来，多模态学习（即包含文本、图像、音频、视频甚至机器人技术的学习）训练的人工智能模型，就是实现长期突破的关键点。而诀窍就是，将这些未来的计划与此时此地的产品联系起来。出席GIRL GEEK X举办的活动与谷歌严捂自己的AI研究不同，显然，Murati热衷于与公众测试这些产品。「你可以在没有现实世界接触的情况下在真空中取得技术进步。但接下来的问题是，你真的在朝着正确的方向前进吗？」在Murati看来，如果仅在实验室范围内构建AGI，它出现后造成的社会冲击会更加令人不安。而通过强化学习和人类反馈来调节大语言模型，是解决AGI未来挑战最有效的方法，也是让公众参与对话的一种方式。另外，尽管Murati对OpenAI 的能力充满信心，但她似乎并不像CEO Sam Altman那样，经常谈起AGI产生意识之类的科幻故事来制造头条新闻。在Murati看来，意识是一种哲学思想，而不是科学思想。Murati想重新设想图灵测试，以确定计算机是否可以像人类一样思考，承担广泛的认知任务。但最重要的是，她希望OpenAI的系统能够向真实的人类学习。关于Murati的个人信息，我们目前只知道她是科幻经典《2001：太空漫游》、诗人Rainer Maria Rilke和摇滚乐队Radiohead的粉丝必应的三种人格，也有她的贡献昨天，广大用户发现，必应AI忽然有三种「人格」可供选择：创造性、平衡性和精确性。这背后，也有着Murati等OpenAI员工的推动。根据Fast Company的报道，在OpenAI的旧金山总部，ChatGPT背后的六人领导团队每周都会聚集在一起开例会。在1月底的一个早晨，例会的第一个问题就是——团队该如何让ChatGPT在回答中平衡准确性和创造性。Murati作为CTO在例会上第一个发言，询问了团队对于ChatGPT的准确性与其想象力之间的相关性了解多少。前粒子物理学家和谷歌大脑科学家、现OpenAI研究人员Liam Fedus表示，「越来越多的证据表明，我们的基础模型在创意写作方面很有才华，但由于OpenAI在某种程度上转向了一个更有用的模型，也许已经让它失去了一些能力。」Murati认真听着回答，记着笔记，计划在未来几周展开测试模型准确性与创造力的新实验。这条调查线，影响的是数十亿美元和数百万个工作岗位。如果不能证明ChatGPT的可信度，OpenAI作为硅谷几十年来最有前途初创公司的地位，就可能受到威胁。如今我们可以看到，类ChatGPT模型整合进微软的必应之后，也在真实的市场反馈中一步步试探和摸索着产品的路线。ChatGPT火了之后此前，Murati很少走到台前，但是随着最近AIGC的爆火，OpenAI成为了引领时代潮流的一个符号，Murati也更多地出现在了公众的视野中。早在四个月前，她就出现在崔娃的「The Daily Show」上，讨论这些强大的AI工具可能给人类造成的影响。在2021年，OpenAI聘请了ML研究员Jan Leike，他现在领导着一个对齐团队，标志着他们更加关注人类反馈强化学习（RLHF）的训练。在推特上，Murati一直与Leike有着密切的互动，他们还讨论了在训练AI模型期间纳入反馈的重要性。早在八个月前与CogX的讨论中，Murati就解释说：「我们希望这些模型遵循我们的明确指令，但我们也希望它们遵循我们隐含的指令，所以我们不希望它们产生任何刻板印象，或产生有毒的反应。我们希望它们大致上能与我们想要的东西保持一致，这可能是相当模糊的。为了达到这个目标，我们需要在循环中对模型进行人工反馈，使意图更加清晰。」也是在那次讨论中，她盛赞了AI带来的进步，但也坦率地承认，自己不知道AI工具是否会取代人类。「我们不确定AGI是不是会完全取代我们，或帮助我们正在做的事情。现在还不清楚，人类的工作以后会发生什么变化，经济体系又会变成什么样子。」「但是总体上，我认为AI会给人类带来非常积极的影响，因为它可以解决现实世界中非常困难的问题，比如应对气候变化，或者治疗疑难杂症。」在崔娃的「The Daily Show」中，Murati却采取了一种更不置可否的态度，称OpenAI的应用程序为「人类的帮手」，会变成「社会塑造它们」的样子。OpenAI CEO兼创始人Sam 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12:02","market":"hk","language":"zh","title":"中原证券：给予中科曙光增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2481419106","media":"证券之星","summary":"中原证券股份有限公司唐月近期对中科曙光进行研究并发布了研究报告《3季报点评：毛利维持增长，持续受益国产化和AI化的发展趋势》，本报告对中科曙光给出增持评级，当前股价为80.34元。其中Q3海光收入增速达到78.33%，2024年以来呈现逐季加速态势。　　首次覆盖并给与公司“增持”的投资评级。最新盈利预测明细如下：该股最近90天内共有20家机构给出评级，买入评级16家，增持评级4家；过去90天内机构目标均价为58.05。","content":"<html><body><p><a href=\"https://laohu8.com/S/601375\">中原证券</a>股份有限公司唐月近期对<a href=\"https://laohu8.com/S/603019\">中科曙光</a>进行研究并发布了研究报告《3季报点评：毛利维持增长，持续受益国产化和AI化的发展趋势》，本报告对中科曙光给出增持评级，当前股价为80.34元。</p><p>　　中科曙光(603019)　　投资要点：　　公司发布2024年3季报：收入80.41亿元，同比增长3.65%，归母净利润7.70亿元，同比增长2.57%，扣非净利润4.45亿元，同比增长8.66%。　　维持了主营的相对稳定。单季度来看，公司收入23.29亿元，同比下滑1.19%，；净利润2.06亿元，同比增长0.41%；扣非归母净利润0.79亿元，同比下滑24.55%。　　联营企业<a href=\"https://laohu8.com/S/688041\">海光信息</a>（持股27.96%）业绩大增，公司前三季度获得4.12亿投资收益。海光前三季度收入61.37亿元，增速55.64%，归母净利润15.26亿元，增速69.22%。其中Q3海光收入增速达到78.33%，2024年以来呈现逐季加速态势。考虑到国际形势有利于国产化推进，我们认为海光有望持续给公司带来较好的收益。　　2024年服务器行业受到结构性需求影响较大。从服务器行业相关公司半年报和三季报数据来看，面向海外市场的企业取得了不错的增长，华为合作伙伴也在2024年取得了较好的增长。国内头部厂商中，浪潮或受互联网厂商需求带动，业务快速增长，但毛利率下滑导致利润仍不及2022年水平，同比数据上来看曙光和紫光收入增长平稳且盈利水平稳定，但对比2022年1-9月来看，仅有曙光保持了毛利的增长。2024年国内互联网厂商资本开支加大迹象明显，白牌化服务器需求增长，与此同时国内AI芯片供应方面未能充分满足市场需求。2025年，随着国产芯片的性能提升和产能释放，我们认为AI服务器需求将重回快速增长势头。　　单季度毛利率表现明显好于同行。公司Q3毛利率28.20%，较上年同期增长了2.71PCT，环比也有2.42PCT的提升。在同行都因为白牌业务毛利率下滑的同时，体现出了产品和布局的差异性。　　费用方面，公司前三季度销售、管理、研发费用同比分别增长了13.61%、23.98%、14.49%，Q3三大费用增幅达到27.36%，对当季业绩形成拖累。2023年公司员工总数增长10.26%，相应加大2024年了人员成本的压力。　　受到AI带来的大算力服务器需求拉动，IDC预测2023-2028年我国液冷服务器市场年复合增速将达到47.6%，公司控股企业曙光数创（间接控股62.07%）是国内唯一实现浸没相变液冷技术大规模商业化部署的企业，将助力公司液冷服务器领域的布局。　　首次覆盖并给与公司“增持”的投资评级。公司作为国内服务器领域的头部厂商，充分受益于服务器国产化和AI拉动的算力存储增长趋势。预计24-26年公司EPS分别为1.34元、1.69元、2.13元，按11月7日收盘价75.60元计算，对应PE为56.26倍、44.76倍、35.47倍。　　风险提示：国际局势的不确定性；行业竞争加剧。</p><p>证券之星数据中心根据近三年发布的研报数据计算，开源证券陈宝健研究员团队对该股研究较为深入，近三年预测准确度均值高达90.32%，其预测2024年度归属净利润为盈利21亿，根据现价换算的预测PE为52.87。</p><p>最新盈利预测明细如下：</p><p><img src=\"http://static.stockstar.com/cmsrobo/stk_res_predict_sh603019_2024_2000-01-01_20_1731038548.png\"/></p><p>该股最近90天内共有20家机构给出评级，买入评级16家，增持评级4家；过去90天内机构目标均价为58.05。</p><p>以上内容为证券之星据公开信息整理，由智能算法生成，不构成投资建议。</p><p><img src=\"https://static.stockstar.com/etf/20241107000004.png\"/></p></body></html>","source":"stockstar","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>中原证券：给予中科曙光增持评级</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中原证券：给予中科曙光增持评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2024-11-08 12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/601375\">中原证券</a>股份有限公司唐月近期对<a href=\"https://laohu8.com/S/603019\">中科曙光</a>进行研究并发布了研究报告《3季报点评：毛利维持增长，持续受益国产化和AI化的发展趋势》，本报告对中科曙光给出增持评级，当前股价为80.34元。</p><p>　　中科曙光(603019)　　投资要点：　　公司发布2024年3季报：收入80.41亿元，同比增长3.65%，归母净利润7.70亿元，同比增长2.57%，扣非净利润4.45亿元，同比增长8.66%。　　维持了主营的相对稳定。单季度来看，公司收入23.29亿元，同比下滑1.19%，；净利润2.06亿元，同比增长0.41%；扣非归母净利润0.79亿元，同比下滑24.55%。　　联营企业<a href=\"https://laohu8.com/S/688041\">海光信息</a>（持股27.96%）业绩大增，公司前三季度获得4.12亿投资收益。海光前三季度收入61.37亿元，增速55.64%，归母净利润15.26亿元，增速69.22%。其中Q3海光收入增速达到78.33%，2024年以来呈现逐季加速态势。考虑到国际形势有利于国产化推进，我们认为海光有望持续给公司带来较好的收益。　　2024年服务器行业受到结构性需求影响较大。从服务器行业相关公司半年报和三季报数据来看，面向海外市场的企业取得了不错的增长，华为合作伙伴也在2024年取得了较好的增长。国内头部厂商中，浪潮或受互联网厂商需求带动，业务快速增长，但毛利率下滑导致利润仍不及2022年水平，同比数据上来看曙光和紫光收入增长平稳且盈利水平稳定，但对比2022年1-9月来看，仅有曙光保持了毛利的增长。2024年国内互联网厂商资本开支加大迹象明显，白牌化服务器需求增长，与此同时国内AI芯片供应方面未能充分满足市场需求。2025年，随着国产芯片的性能提升和产能释放，我们认为AI服务器需求将重回快速增长势头。　　单季度毛利率表现明显好于同行。公司Q3毛利率28.20%，较上年同期增长了2.71PCT，环比也有2.42PCT的提升。在同行都因为白牌业务毛利率下滑的同时，体现出了产品和布局的差异性。　　费用方面，公司前三季度销售、管理、研发费用同比分别增长了13.61%、23.98%、14.49%，Q3三大费用增幅达到27.36%，对当季业绩形成拖累。2023年公司员工总数增长10.26%，相应加大2024年了人员成本的压力。　　受到AI带来的大算力服务器需求拉动，IDC预测2023-2028年我国液冷服务器市场年复合增速将达到47.6%，公司控股企业曙光数创（间接控股62.07%）是国内唯一实现浸没相变液冷技术大规模商业化部署的企业，将助力公司液冷服务器领域的布局。　　首次覆盖并给与公司“增持”的投资评级。公司作为国内服务器领域的头部厂商，充分受益于服务器国产化和AI拉动的算力存储增长趋势。预计24-26年公司EPS分别为1.34元、1.69元、2.13元，按11月7日收盘价75.60元计算，对应PE为56.26倍、44.76倍、35.47倍。　　风险提示：国际局势的不确定性；行业竞争加剧。</p><p>证券之星数据中心根据近三年发布的研报数据计算，开源证券陈宝健研究员团队对该股研究较为深入，近三年预测准确度均值高达90.32%，其预测2024年度归属净利润为盈利21亿，根据现价换算的预测PE为52.87。</p><p>最新盈利预测明细如下：</p><p><img src=\"http://static.stockstar.com/cmsrobo/stk_res_predict_sh603019_2024_2000-01-01_20_1731038548.png\"/></p><p>该股最近90天内共有20家机构给出评级，买入评级16家，增持评级4家；过去90天内机构目标均价为58.05。</p><p>以上内容为证券之星据公开信息整理，由智能算法生成，不构成投资建议。</p><p><img src=\"https://static.stockstar.com/etf/20241107000004.png\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601375":"中原证券","603019":"中科曙光"},"source_url":"https://stock.stockstar.com/RB2024110800017638.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481419106","content_text":"中原证券股份有限公司唐月近期对中科曙光进行研究并发布了研究报告《3季报点评：毛利维持增长，持续受益国产化和AI化的发展趋势》，本报告对中科曙光给出增持评级，当前股价为80.34元。　　中科曙光(603019)　　投资要点：　　公司发布2024年3季报：收入80.41亿元，同比增长3.65%，归母净利润7.70亿元，同比增长2.57%，扣非净利润4.45亿元，同比增长8.66%。　　维持了主营的相对稳定。单季度来看，公司收入23.29亿元，同比下滑1.19%，；净利润2.06亿元，同比增长0.41%；扣非归母净利润0.79亿元，同比下滑24.55%。　　联营企业海光信息（持股27.96%）业绩大增，公司前三季度获得4.12亿投资收益。海光前三季度收入61.37亿元，增速55.64%，归母净利润15.26亿元，增速69.22%。其中Q3海光收入增速达到78.33%，2024年以来呈现逐季加速态势。考虑到国际形势有利于国产化推进，我们认为海光有望持续给公司带来较好的收益。　　2024年服务器行业受到结构性需求影响较大。从服务器行业相关公司半年报和三季报数据来看，面向海外市场的企业取得了不错的增长，华为合作伙伴也在2024年取得了较好的增长。国内头部厂商中，浪潮或受互联网厂商需求带动，业务快速增长，但毛利率下滑导致利润仍不及2022年水平，同比数据上来看曙光和紫光收入增长平稳且盈利水平稳定，但对比2022年1-9月来看，仅有曙光保持了毛利的增长。2024年国内互联网厂商资本开支加大迹象明显，白牌化服务器需求增长，与此同时国内AI芯片供应方面未能充分满足市场需求。2025年，随着国产芯片的性能提升和产能释放，我们认为AI服务器需求将重回快速增长势头。　　单季度毛利率表现明显好于同行。公司Q3毛利率28.20%，较上年同期增长了2.71PCT，环比也有2.42PCT的提升。在同行都因为白牌业务毛利率下滑的同时，体现出了产品和布局的差异性。　　费用方面，公司前三季度销售、管理、研发费用同比分别增长了13.61%、23.98%、14.49%，Q3三大费用增幅达到27.36%，对当季业绩形成拖累。2023年公司员工总数增长10.26%，相应加大2024年了人员成本的压力。　　受到AI带来的大算力服务器需求拉动，IDC预测2023-2028年我国液冷服务器市场年复合增速将达到47.6%，公司控股企业曙光数创（间接控股62.07%）是国内唯一实现浸没相变液冷技术大规模商业化部署的企业，将助力公司液冷服务器领域的布局。　　首次覆盖并给与公司“增持”的投资评级。公司作为国内服务器领域的头部厂商，充分受益于服务器国产化和AI拉动的算力存储增长趋势。预计24-26年公司EPS分别为1.34元、1.69元、2.13元，按11月7日收盘价75.60元计算，对应PE为56.26倍、44.76倍、35.47倍。　　风险提示：国际局势的不确定性；行业竞争加剧。证券之星数据中心根据近三年发布的研报数据计算，开源证券陈宝健研究员团队对该股研究较为深入，近三年预测准确度均值高达90.32%，其预测2024年度归属净利润为盈利21亿，根据现价换算的预测PE为52.87。最新盈利预测明细如下：该股最近90天内共有20家机构给出评级，买入评级16家，增持评级4家；过去90天内机构目标均价为58.05。以上内容为证券之星据公开信息整理，由智能算法生成，不构成投资建议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368550628577424,"gmtCreate":1731019660075,"gmtModify":1731019662979,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"30多买了个龙头机器人公司，属于经典并购吧，机器人公司三巨头ABB&nbsp; 库卡&nbsp; 发那科，还剩ABB了","listText":"30多买了个龙头机器人公司，属于经典并购吧，机器人公司三巨头ABB&nbsp; 库卡&nbsp; 发那科，还剩ABB了","text":"30多买了个龙头机器人公司，属于经典并购吧，机器人公司三巨头ABB 库卡 发那科，还剩ABB了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368550628577424","repostId":"1177244027","repostType":2,"repost":{"id":"1177244027","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1730968629,"share":"https://www.laohu8.com/m/news/1177244027?lang=&edition=full","pubTime":"2024-11-07 16:37","market":"us","language":"zh","title":"异动解读 | 上海电气盘中重挫逾20% 收购发那科机器人引发估值担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1177244027","media":"异动解读","summary":"上海电气今日盘中重挫逾20%,引发市场广泛关注。股价大跌背后,主要是公司近期收购发那科机器人控股权一事,引发市场对公司估值过高的担忧。公司公告显示,上海电气拟以30.82亿元的价格从控股股东上海电气集团手中收购宁笙实业100%股权。而宁笙实业的核心资产为上海发那科机器人有限公司,该收购有助于公司在机器人领域的进一步布局。公司公告称,截至11月6日,上海电气A股市盈率已高达588.98倍,显著高于行业平均水平。","content":"<p>上海电气(02727)今日盘中重挫逾20%,引发市场广泛关注。股价大跌背后,主要是公司近期收购发那科机器人控股权一事,引发市场对公司估值过高的担忧。</p>\n\n<p>公司公告显示,上海电气拟以30.82亿元的价格从控股股东上海电气集团手中收购宁笙实业100%股权。而宁笙实业的核心资产为上海发那科机器人有限公司,该收购有助于公司在机器人领域的进一步布局。</p>\n\n<p>然而,该并购行为也引发了市场对公司估值过高的担忧。公司公告称,截至11月6日,上海电气A股市盈率已高达588.98倍,显著高于行业平均水平。而公司A股股价近期更是连续多日大涨,累计涨幅已达138.5%,存在短期回调的风险。加之公司拟进行的30多亿元并购,将给公司带来一定的资金压力。</p>","source":"ai_movement_cn","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>异动解读 | 上海电气盘中重挫逾20% 收购发那科机器人引发估值担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 上海电气盘中重挫逾20% 收购发那科机器人引发估值担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-07 16:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上海电气(02727)今日盘中重挫逾20%,引发市场广泛关注。股价大跌背后,主要是公司近期收购发那科机器人控股权一事,引发市场对公司估值过高的担忧。</p>\n\n<p>公司公告显示,上海电气拟以30.82亿元的价格从控股股东上海电气集团手中收购宁笙实业100%股权。而宁笙实业的核心资产为上海发那科机器人有限公司,该收购有助于公司在机器人领域的进一步布局。</p>\n\n<p>然而,该并购行为也引发了市场对公司估值过高的担忧。公司公告称,截至11月6日,上海电气A股市盈率已高达588.98倍,显著高于行业平均水平。而公司A股股价近期更是连续多日大涨,累计涨幅已达138.5%,存在短期回调的风险。加之公司拟进行的30多亿元并购,将给公司带来一定的资金压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02727":"上海电气"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177244027","content_text":"上海电气(02727)今日盘中重挫逾20%,引发市场广泛关注。股价大跌背后,主要是公司近期收购发那科机器人控股权一事,引发市场对公司估值过高的担忧。\n公司公告显示,上海电气拟以30.82亿元的价格从控股股东上海电气集团手中收购宁笙实业100%股权。而宁笙实业的核心资产为上海发那科机器人有限公司,该收购有助于公司在机器人领域的进一步布局。\n然而,该并购行为也引发了市场对公司估值过高的担忧。公司公告称,截至11月6日,上海电气A股市盈率已高达588.98倍,显著高于行业平均水平。而公司A股股价近期更是连续多日大涨,累计涨幅已达138.5%,存在短期回调的风险。加之公司拟进行的30多亿元并购,将给公司带来一定的资金压力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368307115143472,"gmtCreate":1730966731403,"gmtModify":1730966732990,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"吸筹","listText":"吸筹","text":"吸筹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368307115143472","repostId":"2481644944","repostType":2,"repost":{"id":"2481644944","kind":"live","pubTimestamp":1730962487,"share":"https://www.laohu8.com/m/news/2481644944?lang=&edition=full","pubTime":"2024-11-07 14:54","market":"hk","language":"zh","title":"上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2481644944","media":"美港电讯","summary":"上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。","content":"<html><body><p>上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。</p></body></html>","source":"live_meigang","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>7x24快讯</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\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 14:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159982":"中证500","399300":"沪深300","601727":"上海电气","BK0184":"上海国资改革","BK0035":"核能核电","BK0012":"证金概念","BK0196":"行业龙头","BK0259":"通用设备","07226":"XL二南方恒科","YANG":"三倍做空富时中国ETF-Direxion","02727":"上海电气","BK1594":"碳中和概念股","BK0201":"可转债","BK0005":"高端装备制造","BK0028":"国家队","HSCEI":"国企指数","BK1546":"电力设备股","BK1205":"重型电气设备","BK0188":"融资融券","HSTECH":"恒生科技指数","BK1522":"燃料电池"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481644944","content_text":"上海电气(02727.HK)港股跌超20%，上海电气A股现涨2.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368417925161072,"gmtCreate":1730961730664,"gmtModify":1730961732471,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"这是在狙击大飞机和光刻机么，力度很大啊，吃相太难看了","listText":"这是在狙击大飞机和光刻机么，力度很大啊，吃相太难看了","text":"这是在狙击大飞机和光刻机么，力度很大啊，吃相太难看了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368417925161072","repostId":"2481997572","repostType":2,"repost":{"id":"2481997572","kind":"news","pubTimestamp":1730945279,"share":"https://www.laohu8.com/m/news/2481997572?lang=&edition=full","pubTime":"2024-11-07 10:07","market":"hk","language":"zh","title":"上海电气(02727)下跌21.01%，报3.27元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2481997572","media":"金融界","summary":"11月7日，上海电气(02727)盘中下跌21.01%，截至10:07，报3.27元/股，成交14.96亿元。上海电气集团股份有限公司是全球领先的工业级绿色智能系统解决方案提供商，专注于智慧能源、智能制造、数智集成三大业务领域，业务遍及全球，公司品牌价值达1725.81亿元，位列中国机械行业榜首。在营业领域中，提供风光储氢多能互补和源网荷储一体化解决方案，锂电产线、数字医疗、轨道交通及通用装备系统解决方案，以及作为新能源汽车产业链、大飞机产业链、现代船舶产业链及数字化解决方案提供商。截至2024年三季报，上海电气营业总收入760.81亿元、净利润7.58亿元。","content":"<html><body><div>\n<p>11月7日，<span><a href=\"https://laohu8.com/S/601727\">上海电气</a></span>(02727)盘中下跌21.01%，截至10:07，报3.27元/股，成交14.96亿元。</p><p><a href=\"https://laohu8.com/S/02727\">上海电气</a>集团股份有限公司是全球领先的工业级绿色<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>系统解决方案提供商，专注于智慧能源、智能制造、数智集成三大业务领域，业务遍及全球，公司品牌价值达1725.81亿元，位列中国机械行业榜首。在营业领域中，提供风光储氢多能互补和源网荷储一体化解决方案，锂电产线、数字医疗、轨道交通及通用装备系统解决方案，以及作为新能源汽车产业链、大飞机产业链、现代船舶产业链及数字化解决方案提供商。</p><p>截至2024年三季报，上海电气营业总收入760.81亿元、净利润7.58亿元。</p>\n<div>\n<div>\n</div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>上海电气(02727)下跌21.01%，报3.27元/股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n上海电气(02727)下跌21.01%，报3.27元/股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 10:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://hk.jrj.com.cn/2024/11/07100745023382.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月7日，上海电气(02727)盘中下跌21.01%，截至10:07，报3.27元/股，成交14.96亿元。上海电气集团股份有限公司是全球领先的工业级绿色智能系统解决方案提供商，专注于智慧能源、智能制造、数智集成三大业务领域，业务遍及全球，公司品牌价值达1725.81亿元，位列中国机械行业榜首。在营业领域中，提供风光储氢多能互补和源网荷储一体化解决方案，锂电产线、数字医疗、轨道交通及通用装备系统...</p>\n\n<a href=\"https://hk.jrj.com.cn/2024/11/07100745023382.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601727":"上海电气","BK1594":"碳中和概念股","BK1546":"电力设备股","BK1205":"重型电气设备","BK0184":"上海国资改革","BK0188":"融资融券","BK0028":"国家队","02727":"上海电气","BK0005":"高端装备制造","BK0201":"可转债","BK0259":"通用设备","BK0012":"证金概念","BK1522":"燃料电池","BK0035":"核能核电","BK0196":"行业龙头"},"source_url":"https://hk.jrj.com.cn/2024/11/07100745023382.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481997572","content_text":"11月7日，上海电气(02727)盘中下跌21.01%，截至10:07，报3.27元/股，成交14.96亿元。上海电气集团股份有限公司是全球领先的工业级绿色智能系统解决方案提供商，专注于智慧能源、智能制造、数智集成三大业务领域，业务遍及全球，公司品牌价值达1725.81亿元，位列中国机械行业榜首。在营业领域中，提供风光储氢多能互补和源网荷储一体化解决方案，锂电产线、数字医疗、轨道交通及通用装备系统解决方案，以及作为新能源汽车产业链、大飞机产业链、现代船舶产业链及数字化解决方案提供商。截至2024年三季报，上海电气营业总收入760.81亿元、净利润7.58亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368416582496344,"gmtCreate":1730961467225,"gmtModify":1730961644815,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"无凭无据的，这是在狙击做局啊","listText":"无凭无据的，这是在狙击做局啊","text":"无凭无据的，这是在狙击做局啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368416582496344","repostId":"1185392512","repostType":2,"repost":{"id":"1185392512","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1730952194,"share":"https://www.laohu8.com/m/news/1185392512?lang=&edition=full","pubTime":"2024-11-07 12:03","market":"hk","language":"en","title":"Stock Track | Shanghai Electric Stock Plunges on Concerns Over Sustainability of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1185392512","media":"Stock Track","summary":"Shares of Shanghai Electric Group Co., Ltd.  plummeted by 20.29% on November 7, 2024, despite the company reporting solid earnings. The market reaction seems to have been driven by concerns raised over the sustainability of the company's profits.According to an analysis by Simply Wall St, Shanghai Electric Group's statutory profit was boosted by CN169 million worth of unusual items during the last twelve months. These unusual items are typically one-off in nature, and their absence in the future","content":"<p>Shares of Shanghai Electric Group Co., Ltd. (SH ELECTRIC) plummeted by 20.29% on November 7, 2024, despite the company reporting solid earnings. The market reaction seems to have been driven by concerns raised over the sustainability of the company's profits.</p>\n\n<p>According to an analysis by Simply Wall St, Shanghai Electric Group's statutory profit was boosted by CN¥169 million worth of unusual items during the last twelve months. These unusual items are typically one-off in nature, and their absence in the future could lead to a drop in the company's reported profit.</p>\n\n<p>The article suggests that Shanghai Electric Group's statutory earnings may not accurately reflect its underlying earnings power and ongoing productivity due to the impact of these large unusual items. While the company managed to book a profit this year after losing money last year, analysts and investors are questioning the sustainability of its earnings and advising caution.</p>","source":"ai_movement_en","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>Stock Track | Shanghai Electric Stock Plunges on Concerns Over Sustainability of Earnings</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\">\nStock Track | Shanghai Electric Stock Plunges on Concerns Over Sustainability of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-11-07 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Shanghai Electric Group Co., Ltd. (SH ELECTRIC) plummeted by 20.29% on November 7, 2024, despite the company reporting solid earnings. The market reaction seems to have been driven by concerns raised over the sustainability of the company's profits.</p>\n\n<p>According to an analysis by Simply Wall St, Shanghai Electric Group's statutory profit was boosted by CN¥169 million worth of unusual items during the last twelve months. These unusual items are typically one-off in nature, and their absence in the future could lead to a drop in the company's reported profit.</p>\n\n<p>The article suggests that Shanghai Electric Group's statutory earnings may not accurately reflect its underlying earnings power and ongoing productivity due to the impact of these large unusual items. While the company managed to book a profit this year after losing money last year, analysts and investors are questioning the sustainability of its earnings and advising caution.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02727":"上海电气"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185392512","content_text":"Shares of Shanghai Electric Group Co., Ltd. (SH ELECTRIC) plummeted by 20.29% on November 7, 2024, despite the company reporting solid earnings. The market reaction seems to have been driven by concerns raised over the sustainability of the company's profits.\nAccording to an analysis by Simply Wall St, Shanghai Electric Group's statutory profit was boosted by CN¥169 million worth of unusual items during the last twelve months. These unusual items are typically one-off in nature, and their absence in the future could lead to a drop in the company's reported profit.\nThe article suggests that Shanghai Electric Group's statutory earnings may not accurately reflect its underlying earnings power and ongoing productivity due to the impact of these large unusual items. While the company managed to book a profit this year after losing money last year, analysts and investors are questioning the sustainability of its earnings and advising caution.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320850325205032,"gmtCreate":1719368244248,"gmtModify":1719368854623,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"加仓的时候到了","listText":"加仓的时候到了","text":"加仓的时候到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320850325205032","repostId":"2446811804","repostType":2,"repost":{"id":"2446811804","kind":"news","pubTimestamp":1719357832,"share":"https://www.laohu8.com/m/news/2446811804?lang=&edition=full","pubTime":"2024-06-26 07:23","market":"sh","language":"zh","title":"原因找到了！赛力斯突然闪崩，公募爆仓的谣言有点冷...","url":"https://stock-news.laohu8.com/highlight/detail?id=2446811804","media":"新浪财经","summary":"转自：金石杂谈今日，千亿市值大牛股赛力斯突然闪崩，股价10cm被按在地板上。一季度财报显示，赛力斯实现营收265.61亿元，同比爆发式增长421.76%，净利润为2.2亿，首次实现扭亏，是新势力中为数不多实现盈利的车企。而赛力斯5月销量高达3.2万辆，同比暴增491%，笑傲新势力增幅榜；前5月更是销售12.8万辆，6月17日至6月23日这周销量1.07万，仅次于理想汽车的1.17万。可以想象，赛力斯二季度业绩不会太差。","content":"<html><body><article><p>炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p><p>转自：金石杂谈</p><p>今日，千亿市值大牛股<a href=\"https://laohu8.com/S/601127\">赛力斯</a>突然闪崩，股价10cm被按在地板上。2.24万手资金排队卖出，涉资近2亿元。对于赛力斯大跌，目前众说纷纭，到底发生了什么，我们一起来看看！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240626083028716d163gyuulbv82cc\"/><p>1）小作文传出，有点可笑。今日市场传言最广的是一则小作文，说是某公募基金重仓光伏爆仓而被迫<span>减仓</span>，因为手中有赛力斯所以被波及。不过，金石杂谈所知，权益基金是无法加杠杆的，没有爆仓一说，可能会有某公募基金减仓，但绝无爆仓一说。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240626083029604d163uogy8ecdbwj\"/><p>这个小作文是怎么传出来的呢？今日下午2点左右，有微信群童鞋表示：盲猜某公募突然爆仓了，其重仓光伏和赛力斯，光伏这边顶不住了，被动砍仓。</p><p>然后10分钟左右有人看到发到雪球，而他只加了一句听同事说的，就把此事从盲猜变成了小作文，然后传的全网皆知。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240626083030370d16354vhqodir7y\"/><p>2）是因为销量、业绩不及预期？大概率不是！一季度财报显示，赛力斯实现营收265.61亿元，同比爆发式增长421.76%，<span>净利润</span>为2.2亿，首次实现扭亏，是新势力中为数不多实现盈利的车企。像小鹏、蔚来等知名大厂全部亏损。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240626083031407d163wlx2qa8ac4z\"/><p>而赛力斯5月销量高达3.2万辆，同比暴增491%，笑傲新势力增幅榜；前5月更是销售12.8万辆，6月17日至6月23日这周销量1.07万，仅次于<a href=\"https://laohu8.com/S/LI\">理想汽车</a>的1.17万。可以想象，赛力斯二季度业绩不会太差。多家券商认为，M9车型交付加速，有望带动赛力斯的盈利快速改善。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240626083031909d163hmlccxn4u3y\"/><p>3）咱们一起看看龙虎榜数据，今天的龙虎榜数据更新很晚，大约9点以后才出，很奇怪；龙虎榜数据来看，卖出前五席位净卖出10个亿，其中港资卖出4.2亿，是最大卖方。此外，卖出的前五席位还有中天深圳分公司、国君深圳滨海大道、顶级游资国盛宁波桑田路以及广发上海浦东新区。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240626083037930d163nsk9ajavp78\"/><p>这里面可以看出两点，一是大幅砍仓的是外资，二是某公募可能减仓了。外资减仓的原因：一是涨多了，二是目前的行情，严重缩量，很多获利盘选择套现离场，规避短期风险。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240626083040931d163j4obl8ehm67\"/><p>4）其实综合以上消息，大概能得出最为核心的结论：爆仓纯属无稽之谈，业绩不及预期看不出来，港资在规避风险，有些公募爆仓不可能，但被动赎回概率极大。大家看，随着光伏持续走跌，亏钱效应增加，部分基民选择赎回，造成某些公募被迫被动赎回，从而股价大跌，赎回效应上演恶性螺旋。</p><p>至于某大厂是否找到新欢，赛力斯稀缺性存疑的问题，目前尚不存在，毕竟卖的好的你知道的恐怕就是问界了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240626083046763d16366ni2h1cigf\"/></article></body></html>","source":"tencent","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>原因找到了！赛力斯突然闪崩，公募爆仓的谣言有点冷...</title>\n<style 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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原因找到了！赛力斯突然闪崩，公募爆仓的谣言有点冷...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 07:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406260830529f659fbc&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！转自：金石杂谈今日，千亿市值大牛股赛力斯突然闪崩，股价10cm被按在地板上。2.24万手资金排队卖出，涉资近2亿元。对于赛力斯大跌，目前众说纷纭，到底发生了什么，我们一起来看看！1）小作文传出，有点可笑。今日市场传言最广的是一则小作文，说是某公募基金重仓光伏爆仓而被迫减仓，因为手中有赛力斯所以被波及。不过，金石杂谈所知，权益...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406260830529f659fbc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601127":"赛力斯","BK0012":"证金概念","BK0185":"二线龙头","BK0264":"汽车制造","BK0014":"新能源汽车","BK0028":"国家队","BK0201":"可转债"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406260830529f659fbc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2446811804","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！转自：金石杂谈今日，千亿市值大牛股赛力斯突然闪崩，股价10cm被按在地板上。2.24万手资金排队卖出，涉资近2亿元。对于赛力斯大跌，目前众说纷纭，到底发生了什么，我们一起来看看！1）小作文传出，有点可笑。今日市场传言最广的是一则小作文，说是某公募基金重仓光伏爆仓而被迫减仓，因为手中有赛力斯所以被波及。不过，金石杂谈所知，权益基金是无法加杠杆的，没有爆仓一说，可能会有某公募基金减仓，但绝无爆仓一说。这个小作文是怎么传出来的呢？今日下午2点左右，有微信群童鞋表示：盲猜某公募突然爆仓了，其重仓光伏和赛力斯，光伏这边顶不住了，被动砍仓。然后10分钟左右有人看到发到雪球，而他只加了一句听同事说的，就把此事从盲猜变成了小作文，然后传的全网皆知。2）是因为销量、业绩不及预期？大概率不是！一季度财报显示，赛力斯实现营收265.61亿元，同比爆发式增长421.76%，净利润为2.2亿，首次实现扭亏，是新势力中为数不多实现盈利的车企。像小鹏、蔚来等知名大厂全部亏损。而赛力斯5月销量高达3.2万辆，同比暴增491%，笑傲新势力增幅榜；前5月更是销售12.8万辆，6月17日至6月23日这周销量1.07万，仅次于理想汽车的1.17万。可以想象，赛力斯二季度业绩不会太差。多家券商认为，M9车型交付加速，有望带动赛力斯的盈利快速改善。3）咱们一起看看龙虎榜数据，今天的龙虎榜数据更新很晚，大约9点以后才出，很奇怪；龙虎榜数据来看，卖出前五席位净卖出10个亿，其中港资卖出4.2亿，是最大卖方。此外，卖出的前五席位还有中天深圳分公司、国君深圳滨海大道、顶级游资国盛宁波桑田路以及广发上海浦东新区。这里面可以看出两点，一是大幅砍仓的是外资，二是某公募可能减仓了。外资减仓的原因：一是涨多了，二是目前的行情，严重缩量，很多获利盘选择套现离场，规避短期风险。4）其实综合以上消息，大概能得出最为核心的结论：爆仓纯属无稽之谈，业绩不及预期看不出来，港资在规避风险，有些公募爆仓不可能，但被动赎回概率极大。大家看，随着光伏持续走跌，亏钱效应增加，部分基民选择赎回，造成某些公募被迫被动赎回，从而股价大跌，赎回效应上演恶性螺旋。至于某大厂是否找到新欢，赛力斯稀缺性存疑的问题，目前尚不存在，毕竟卖的好的你知道的恐怕就是问界了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259693596291200,"gmtCreate":1704411809409,"gmtModify":1704418498990,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"华尔街越来越短视了","listText":"华尔街越来越短视了","text":"华尔街越来越短视了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259693596291200","repostId":"2400396296","repostType":2,"repost":{"id":"2400396296","kind":"news","pubTimestamp":1704375780,"share":"https://www.laohu8.com/m/news/2400396296?lang=&edition=full","pubTime":"2024-01-04 21:43","market":"us","language":"zh","title":"比起2023年销量，华尔街更关注特斯拉的利润率","url":"https://stock-news.laohu8.com/highlight/detail?id=2400396296","media":"虎嗅网","summary":"不过，华尔街的关注点不止这些，焦点已经转向2024年的利润率和出货量。第四季度，特斯拉交付量为48 .5万辆，高于市场预期。“比交付量消息更重要的是，特斯拉即将召开的财报电话会议。”财报电话会议是关乎特斯拉股价的下一个重大事件。截至1月3日收盘，特斯拉股价下跌4.01%至238.45美元；标普500指数和纳斯达克综合指数分别下跌0.80%和1.18%。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（TSLA）交出了良好的2023年第四季度产销数据。不过，华尔街的关注点不止这些，焦点已经转向2024年的利润率和出货量。</p><p>第四季度，特斯拉交付量为48 .5万辆，高于市场预期。截至1月2日收盘，公司股价下跌6美分至248.42美元，考虑到纳斯达克综合指数下跌1.6%，6美分跌幅不算什么。此前，<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>下调<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（AAPL）评级后，公司股价下跌3.6%；Rivian Automotive（RIVN）公布交付量数据后，其股价暴跌10%至21.10美元。</p><p>Canaccord分析师乔治·贾纳里卡斯（George Gianarikas）在1月2日报告写道：2023年，Rivian固定产量并开始认真扩大规模，提高其指导目标。Rivian产量达到3000辆，交付量也符合共识并且高于预期，这让我们对其股价反应感到有些困惑。</p><p>一个可能的解释是，投资者还未收拾心情在新一年开始购买股票。第二个不利因素则是，Rivian股价在交付报告发布当月已经上涨约30%。</p><p>贾纳里卡斯将Rivian股票评级为“买入”，目标价30美元。他还将特斯拉股票评级为“买入”，目标价267美元。</p><p>贾纳里卡斯对特斯拉的交付表现印象深刻，指出虽然<span>利率</span>上升且经济放缓，特斯拉2023年的汽车交付量仍超过180万，正如该公司对投资者承诺的那样。</p><p>尽管如此，贾纳里卡斯表示自己“遇到的问题多于答案”。首先，特斯拉2024年约220万台交付量预期是否足够低；其次，2023年三季度16%左右毛利率是否已经触底，比2022年同期下降约10%。此外，鉴于特斯拉预计不会在2024年推出新车型，投资者会对其<a href=\"https://laohu8.com/S/300024\">机器人</a>Optimus以及驾驶辅助软件的进步感到兴奋吗？</p><p><strong>“比交付量消息更重要的是，特斯拉即将召开的财报电话会议。”</strong>贾纳里卡斯补充道，电话会议定于1月24日举行。</p><p>TD Cowen分析师杰弗里·奥斯本（Jeffrey Osborne）认为，特斯拉需要在1月的财报电话会上预测约为220万的2024年汽车交付量，才能让投资者满意。他将特斯拉股票评级为“持有”，目标价定为200美元。</p><p>新街研究（New Street Research）分析师皮埃尔·费拉古（Pierre Ferragu）对特斯拉股票的评级为“买入”，目标价为300美元。他在特斯拉公布交付量后写道：2023年四季度该公司毛利率仍将“面临压力”，不过预计到2024年将改善至19%左右。</p><p>总体而言，华尔街对特斯拉不太乐观，预计公司第四季度的毛利率（不包括监管信贷）约为16%，与三季度相似，并在2024年提高约1%～2%。</p><p>财报电话会议是关乎特斯拉股价的下一个重大事件。CEO埃隆·马斯克（Elon Musk）关于汽车进一步降价的可能，以及对利率看法，将在很大程度上回答华尔街当前疑问。</p><p>截至1月3日收盘，特斯拉股价下跌4.01%至238.45美元；<a href=\"https://laohu8.com/S/161125\">标普500</a>指数和纳斯达克综合指数分别下跌0.80%和1.18%。</p><p>（本文内容仅供参考，不构成任何形式的投资和金融建议；市场有风险，投资须谨慎。）</p></article></body></html>","source":"tencent","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>比起2023年销量，华尔街更关注特斯拉的利润率</title>\n<style 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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比起2023年销量，华尔街更关注特斯拉的利润率\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-04 21:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240104214513819997e1&s=b><strong>虎嗅网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉（TSLA）交出了良好的2023年第四季度产销数据。不过，华尔街的关注点不止这些，焦点已经转向2024年的利润率和出货量。第四季度，特斯拉交付量为48 .5万辆，高于市场预期。截至1月2日收盘，公司股价下跌6美分至248.42美元，考虑到纳斯达克综合指数下跌1.6%，6美分跌幅不算什么。此前，巴克莱银行下调苹果（AAPL）评级后，公司股价下跌3.6%；Rivian Automotive（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240104214513819997e1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823411888.USD":"法巴消费创新基金 Cap","BK4555":"新能源车","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 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.5万辆，高于市场预期。截至1月2日收盘，公司股价下跌6美分至248.42美元，考虑到纳斯达克综合指数下跌1.6%，6美分跌幅不算什么。此前，巴克莱银行下调苹果（AAPL）评级后，公司股价下跌3.6%；Rivian Automotive（RIVN）公布交付量数据后，其股价暴跌10%至21.10美元。Canaccord分析师乔治·贾纳里卡斯（George Gianarikas）在1月2日报告写道：2023年，Rivian固定产量并开始认真扩大规模，提高其指导目标。Rivian产量达到3000辆，交付量也符合共识并且高于预期，这让我们对其股价反应感到有些困惑。一个可能的解释是，投资者还未收拾心情在新一年开始购买股票。第二个不利因素则是，Rivian股价在交付报告发布当月已经上涨约30%。贾纳里卡斯将Rivian股票评级为“买入”，目标价30美元。他还将特斯拉股票评级为“买入”，目标价267美元。贾纳里卡斯对特斯拉的交付表现印象深刻，指出虽然利率上升且经济放缓，特斯拉2023年的汽车交付量仍超过180万，正如该公司对投资者承诺的那样。尽管如此，贾纳里卡斯表示自己“遇到的问题多于答案”。首先，特斯拉2024年约220万台交付量预期是否足够低；其次，2023年三季度16%左右毛利率是否已经触底，比2022年同期下降约10%。此外，鉴于特斯拉预计不会在2024年推出新车型，投资者会对其机器人Optimus以及驾驶辅助软件的进步感到兴奋吗？“比交付量消息更重要的是，特斯拉即将召开的财报电话会议。”贾纳里卡斯补充道，电话会议定于1月24日举行。TD Cowen分析师杰弗里·奥斯本（Jeffrey Osborne）认为，特斯拉需要在1月的财报电话会上预测约为220万的2024年汽车交付量，才能让投资者满意。他将特斯拉股票评级为“持有”，目标价定为200美元。新街研究（New Street Research）分析师皮埃尔·费拉古（Pierre Ferragu）对特斯拉股票的评级为“买入”，目标价为300美元。他在特斯拉公布交付量后写道：2023年四季度该公司毛利率仍将“面临压力”，不过预计到2024年将改善至19%左右。总体而言，华尔街对特斯拉不太乐观，预计公司第四季度的毛利率（不包括监管信贷）约为16%，与三季度相似，并在2024年提高约1%～2%。财报电话会议是关乎特斯拉股价的下一个重大事件。CEO埃隆·马斯克（Elon Musk）关于汽车进一步降价的可能，以及对利率看法，将在很大程度上回答华尔街当前疑问。截至1月3日收盘，特斯拉股价下跌4.01%至238.45美元；标普500指数和纳斯达克综合指数分别下跌0.80%和1.18%。（本文内容仅供参考，不构成任何形式的投资和金融建议；市场有风险，投资须谨慎。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627336873,"gmtCreate":1677982298293,"gmtModify":1677984545713,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"themes":[],"htmlText":"35岁，厉害厉害[强]&nbsp;","listText":"35岁，厉害厉害[强]&nbsp;","text":"35岁，厉害厉害[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627336873","repostId":"1157059208","repostType":2,"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}