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涉猎者善于等待
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涉猎者B哥
09-23
$快手-W(01024)$
这个股价走势,跟tmd要倒闭了样,真废!
涉猎者B哥
09-10
阿里 加油
阿里25年周年马云内部发声:阿里之所以是阿里,是因为理想主义和情怀
涉猎者B哥
08-26
$拼多多(PDD)$
境外疲软了,境内忧患
涉猎者B哥
08-21
这个业绩果然是来搞笑的,粪坑永远是粪坑。
快手二季度营收309.8亿元,净利润39.8亿元,均超出预期
涉猎者B哥
08-20
这么好的业绩,在我村这种垃圾市场,我怀疑tmd明天高开低走
快手二季度营收309.8亿元,净利润39.8亿元,均超出预期
涉猎者B哥
06-13
$(09988)$
垃圾始终是垃圾 早点倒闭吧
涉猎者B哥
05-23
pdd真的是甩阿里和jd好几条街了,这两个垃圾货,恨铁不成钢。
知情人士:阿里巴巴考虑发行50亿美元可转债,最早本周发行
涉猎者B哥
05-22
$拼多多(PDD)$
160做多就对了
涉猎者B哥
05-17
要看12月的的,才影响之前的
超重磅!央行“三箭齐发”支持房地产
涉猎者B哥
04-24
$腾讯控股ADR(TCEHY)$
能不能新高
涉猎者B哥
2023-11-16
说说你对这篇新闻的看法...
盘前异动 | 中概股普跌!小鹏、理想、阿里等跌幅居前;财报暴雷,思科跌超11%
涉猎者B哥
2023-11-16
垃圾货,倒闭算了。
美国证交会披露:马云家族信托拟减持阿里巴巴
涉猎者B哥
2023-05-29
$阿里巴巴-SW(09988)$
倒闭吧 求你了
涉猎者B哥
2023-03-29
$阿里巴巴-SW(09988)$
能让回个本么………
涉猎者B哥
2023-02-17
这篇文章不错,转发给大家看看
@港乜嘢吖:美国大空头重仓买入阿里巴巴 机构估值阿里巴巴有可能上涨200%
涉猎者B哥
2023-02-15
$快手-W(01024)$
继续前低吧
涉猎者B哥
2022-10-25
q
昨夜今晨 | 市场期待欧美央行鸽派转向,欧美股市反弹
涉猎者B哥
2022-10-21
$快手-W(01024)$
快手又名kuaisi[黑眼圈]
涉猎者B哥
2022-10-17
$特斯拉(TSLA)$
干就完了
涉猎者B哥
2022-07-30
预摘牌怎么解读
$阿里巴巴(BABA)$
阿里申请“双重主要上市”,能否扭转股价颓势?
去老虎APP查看更多动态
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加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347937281925240","repostId":"2466433366","repostType":2,"repost":{"id":"2466433366","pubTimestamp":1725966748,"share":"https://www.laohu8.com/m/news/2466433366?lang=&edition=full","pubTime":"2024-09-10 19:12","market":"us","language":"zh","title":"阿里25年周年马云内部发声:阿里之所以是阿里,是因为理想主义和情怀","url":"https://stock-news.laohu8.com/highlight/detail?id=2466433366","media":"潮新闻","summary":"9月10日是阿里巴巴成立25周年,马云在阿里巴巴内网发帖鼓励阿里人:“阿里之所以是阿里,那是因为我们有理想主义精神,我们相信未来,我们相信市场,我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。","content":"<html><head></head><body><p>9月10日是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>成立25周年,马云在阿里巴巴内网发帖鼓励阿里人:<strong>“阿里之所以是阿里,那是因为我们有理想主义精神,我们相信未来,我们相信市场,我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb5a90d4f87faefe21822fb39f107b7f\" title=\"\" tg-width=\"433\" tg-height=\"2233\"/></p><p>马云说:“感恩时代,感恩所有为阿里的梦想做出各种贡献的阿里人,感恩我们客户对我们的信任和包容,感恩投资者对我们的理解和支持,还有社会各界对我们的宽容,我们把自己从相信未来的公司变成了创造未来的公司。”</p><p>谈到25年,马云提到最多的一个词是“骄傲”。</p><p>他说,25年我最骄傲的不是我们创办了多少家公司,而是这些公司给社会带来了多少的变化和价值。骄傲的不是我们赚了多少钱,市值多高,而是赚了钱以后的阿里人还有理想,还是有情有义。</p><p>他说,“我骄傲的是,没有支付,我们创建支付;没有物流,我们参与物流;没有互联网支撑技术,我们投入云;信用不值钱,我们让信用变得无价。我们相信技术可以也必须帮助每一个普通人,让每一个普通的老百姓因为技术也获得尊严。”</p><p>面向未来,他也直接地提到了目前互联网AI技术风起云涌,各个行业领域竞争激烈,阿里很多业务面临挑战。他说:“没有一家公司能在任何领域永远保持第一,而且只有竞争才能让自己更强大,让行业更健康,更何况阿里从来就不是被保护出来的公司”,“我们要时刻提醒自己不能在竞争和形势压力下丢失了自己。”</p></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里25年周年马云内部发声:阿里之所以是阿里,是因为理想主义和情怀</title>\n<style 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href=\"http://finance.eastmoney.com/a/202409103180154916.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"89988":"阿里巴巴-WR","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","BK4538":"云计算","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","BABA":"阿里巴巴","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0048580855.USD":"富达大中华区A","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","BK4535":"淡马锡持仓","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" 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ACC","BK4220":"综合零售"},"source_url":"http://finance.eastmoney.com/a/202409103180154916.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466433366","content_text":"9月10日是阿里巴巴成立25周年,马云在阿里巴巴内网发帖鼓励阿里人:“阿里之所以是阿里,那是因为我们有理想主义精神,我们相信未来,我们相信市场,我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。”马云说:“感恩时代,感恩所有为阿里的梦想做出各种贡献的阿里人,感恩我们客户对我们的信任和包容,感恩投资者对我们的理解和支持,还有社会各界对我们的宽容,我们把自己从相信未来的公司变成了创造未来的公司。”谈到25年,马云提到最多的一个词是“骄傲”。他说,25年我最骄傲的不是我们创办了多少家公司,而是这些公司给社会带来了多少的变化和价值。骄傲的不是我们赚了多少钱,市值多高,而是赚了钱以后的阿里人还有理想,还是有情有义。他说,“我骄傲的是,没有支付,我们创建支付;没有物流,我们参与物流;没有互联网支撑技术,我们投入云;信用不值钱,我们让信用变得无价。我们相信技术可以也必须帮助每一个普通人,让每一个普通的老百姓因为技术也获得尊严。”面向未来,他也直接地提到了目前互联网AI技术风起云涌,各个行业领域竞争激烈,阿里很多业务面临挑战。他说:“没有一家公司能在任何领域永远保持第一,而且只有竞争才能让自己更强大,让行业更健康,更何况阿里从来就不是被保护出来的公司”,“我们要时刻提醒自己不能在竞争和形势压力下丢失了自己。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342720007630912,"gmtCreate":1724677105795,"gmtModify":1724677107687,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a 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境外疲软了,境内忧患","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342720007630912","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340678291615800,"gmtCreate":1724203810023,"gmtModify":1724203812200,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"这个业绩果然是来搞笑的,粪坑永远是粪坑。","listText":"这个业绩果然是来搞笑的,粪坑永远是粪坑。","text":"这个业绩果然是来搞笑的,粪坑永远是粪坑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340678291615800","repostId":"1160380854","repostType":2,"repost":{"id":"1160380854","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1724142715,"share":"https://www.laohu8.com/m/news/1160380854?lang=&edition=full","pubTime":"2024-08-20 16:31","market":"us","language":"zh","title":"快手二季度营收309.8亿元,净利润39.8亿元,均超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1160380854","media":"老虎资讯综合","summary":"预估303.7亿元人民币。","content":"<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元,预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元,预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度,电商业务GMV达到3053亿元,同比增长15%;</p><p style=\"text-align: start;\">第二季度,直播业务收入为93亿元,同比下降6.7%;</p><p style=\"text-align: start;\">第二季度,海外收入达到11亿元,同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>快手二季度营收309.8亿元,净利润39.8亿元,均超出预期</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快手二季度营收309.8亿元,净利润39.8亿元,均超出预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-20 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元,预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元,预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度,电商业务GMV达到3053亿元,同比增长15%;</p><p style=\"text-align: start;\">第二季度,直播业务收入为93亿元,同比下降6.7%;</p><p style=\"text-align: start;\">第二季度,海外收入达到11亿元,同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380854","content_text":"快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。第二季度净利润39.8亿元,预估34.8亿元。第二季度调整后净利润46.8亿元,预估43.4亿元。第二季度调整后EBITDA 63.4亿元。运营要点第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。第二季度,电商业务GMV达到3053亿元,同比增长15%;第二季度,直播业务收入为93亿元,同比下降6.7%;第二季度,海外收入达到11亿元,同比增长141.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340440583360520,"gmtCreate":1724145746572,"gmtModify":1724145874961,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"这么好的业绩,在我村这种垃圾市场,我怀疑tmd明天高开低走","listText":"这么好的业绩,在我村这种垃圾市场,我怀疑tmd明天高开低走","text":"这么好的业绩,在我村这种垃圾市场,我怀疑tmd明天高开低走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/340440583360520","repostId":"1160380854","repostType":2,"repost":{"id":"1160380854","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1724142715,"share":"https://www.laohu8.com/m/news/1160380854?lang=&edition=full","pubTime":"2024-08-20 16:31","market":"us","language":"zh","title":"快手二季度营收309.8亿元,净利润39.8亿元,均超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1160380854","media":"老虎资讯综合","summary":"预估303.7亿元人民币。","content":"<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元,预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元,预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度,电商业务GMV达到3053亿元,同比增长15%;</p><p style=\"text-align: start;\">第二季度,直播业务收入为93亿元,同比下降6.7%;</p><p style=\"text-align: start;\">第二季度,海外收入达到11亿元,同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>快手二季度营收309.8亿元,净利润39.8亿元,均超出预期</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快手二季度营收309.8亿元,净利润39.8亿元,均超出预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-20 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元,预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元,预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度,电商业务GMV达到3053亿元,同比增长15%;</p><p style=\"text-align: start;\">第二季度,直播业务收入为93亿元,同比下降6.7%;</p><p style=\"text-align: start;\">第二季度,海外收入达到11亿元,同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380854","content_text":"快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。第二季度净利润39.8亿元,预估34.8亿元。第二季度调整后净利润46.8亿元,预估43.4亿元。第二季度调整后EBITDA 63.4亿元。运营要点第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。第二季度,电商业务GMV达到3053亿元,同比增长15%;第二季度,直播业务收入为93亿元,同比下降6.7%;第二季度,海外收入达到11亿元,同比增长141.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547499860800538","authorId":"3547499860800538","name":"唤唤霸霸","avatar":"https://static.tigerbbs.com/4842950dc96000bc44fa266137eef860","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547499860800538","authorIdStr":"3547499860800538"},"content":"你买了的话就是高开低走,没买的话就是暴涨","text":"你买了的话就是高开低走,没买的话就是暴涨","html":"你买了的话就是高开低走,没买的话就是暴涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316358846275680,"gmtCreate":1718262812718,"gmtModify":1718262961197,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$(09988)$ </a><v-v data-views=\"0\"></v-v> 垃圾始终是垃圾 早点倒闭吧","listText":"<a href=\"https://laohu8.com/S/09988\">$(09988)$ </a><v-v data-views=\"0\"></v-v> 垃圾始终是垃圾 早点倒闭吧","text":"$(09988)$ 垃圾始终是垃圾 早点倒闭吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316358846275680","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308932808200456,"gmtCreate":1716450796593,"gmtModify":1716450830850,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"pdd真的是甩阿里和jd好几条街了,这两个垃圾货,恨铁不成钢。","listText":"pdd真的是甩阿里和jd好几条街了,这两个垃圾货,恨铁不成钢。","text":"pdd真的是甩阿里和jd好几条街了,这两个垃圾货,恨铁不成钢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308932808200456","repostId":"1159095159","repostType":2,"repost":{"id":"1159095159","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1716449433,"share":"https://www.laohu8.com/m/news/1159095159?lang=&edition=full","pubTime":"2024-05-23 15:30","market":"hk","language":"zh","title":"知情人士:阿里巴巴考虑发行50亿美元可转债,最早本周发行","url":"https://stock-news.laohu8.com/highlight/detail?id=1159095159","media":"老虎资讯综合","summary":"最早本周发债。","content":"<html><head></head><body><p>彭博援引知情人士报道称,<strong>阿里巴巴在考虑发行可转债,拟募集约50亿美元资金,此举旨在为股票回购和增长提供资金。</strong>阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。</p><p>知情人士表示,最早可能在本周发行,但尚未做出最终决定。</p><p>阿里巴巴港股股价快速跳水,截至发稿跌近6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85364e0cdbf0b3a027f813bdbe9d5a5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>知情人士:阿里巴巴考虑发行50亿美元可转债,最早本周发行</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知情人士:阿里巴巴考虑发行50亿美元可转债,最早本周发行\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-23 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博援引知情人士报道称,<strong>阿里巴巴在考虑发行可转债,拟募集约50亿美元资金,此举旨在为股票回购和增长提供资金。</strong>阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。</p><p>知情人士表示,最早可能在本周发行,但尚未做出最终决定。</p><p>阿里巴巴港股股价快速跳水,截至发稿跌近6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85364e0cdbf0b3a027f813bdbe9d5a5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159095159","content_text":"彭博援引知情人士报道称,阿里巴巴在考虑发行可转债,拟募集约50亿美元资金,此举旨在为股票回购和增长提供资金。阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。知情人士表示,最早可能在本周发行,但尚未做出最终决定。阿里巴巴港股股价快速跳水,截至发稿跌近6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308624346566952,"gmtCreate":1716375541862,"gmtModify":1716376217650,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"1\"></v-v> 160做多就对了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"1\"></v-v> 160做多就对了","text":"$拼多多(PDD)$ 160做多就对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308624346566952","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306754353152176,"gmtCreate":1715925860864,"gmtModify":1715925862789,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"要看12月的的,才影响之前的","listText":"要看12月的的,才影响之前的","text":"要看12月的的,才影响之前的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306754353152176","repostId":"1145837583","repostType":2,"repost":{"id":"1145837583","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715922070,"share":"https://www.laohu8.com/m/news/1145837583?lang=&edition=full","pubTime":"2024-05-17 13:01","market":"sh","language":"zh","title":"超重磅!央行“三箭齐发”支持房地产","url":"https://stock-news.laohu8.com/highlight/detail?id=1145837583","media":"老虎资讯综合","summary":"央行:央行发布调整商业性个人住房贷款利率政策的通知。一、取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限。二、中国人民银行各省级分行按照因城施策原则,指导各省级市场利率定价自律机制,根据辖区内各城市房地产市场形势及当地政府调控要求,自主确定是否设定辖区内各城市商业性个人住房贷款利率下限及下限水平(如有)。三、银行业金融机构应根据各省级市场利率定价自律机制确定的利率下限(如有),结合本机构经营状况、客户风险状况等因素,合理确定每笔贷款的具体利率水平。此前相关规定与本通知不一致的,以本通知为准。","content":"<html><head></head><body><p>5月17日,今日午间,楼市迎来多项重磅利好,央行等部门连发3条通知,针对公积金贷款利率、商贷利率政策下限、购房首付比例等进行了调整。</p><p><strong>央行:5月18日起 下调个人住房公积金贷款利率0.25个百分点</strong></p><p style=\"text-align: justify;\">今日,中国人民银行发布关于下调个人住房公积金贷款利率的通知,自2024年5月18日起,下调个人住房公积金贷款利率0.25个百分点,5年以下(含5年)和5年以上首套个人住房公积金贷款利率分别调整为2.35%和2.85%,5年以下(含5年)和5年以上第二套个人住房公积金贷款利率分别调整为不低于2.775%和3.325%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d3e9a36f7d2add6a70c2bddddfd7646\" alt=\"\" title=\"\" tg-width=\"949\" tg-height=\"702\"/></p><p style=\"text-align: justify;\"><strong>央行:取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限</strong></p><p style=\"text-align: justify;\">同日,中国人民银行发布关于调整商业性个人住房贷款利率政策的通知。其中提到,取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限。</p><p style=\"text-align: justify;\">中国人民银行各省级分行按照因城施策原则,指导各省级市场利率定价自律机制,根据辖区内各城市房地产市场形势及当地政府调控要求,自主确定是否设定辖区内各城市商业性个人住房贷款利率下限及下限水平(如有)。</p><p style=\"text-align: justify;\">银行业金融机构应根据各省级市场利率定价自律机制确定的利率下限(如有),结合本机构经营状况、客户风险状况等因素,合理确定每笔贷款的具体利率水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/152e5578b3b262f6fddc9cb9c042fa79\" alt=\"\" title=\"\" tg-width=\"957\" tg-height=\"890\"/></p><p style=\"text-align: justify;\"><strong>两部门:首套住房商贷最低首付调整为不低于15% 二套商贷最低首付调整为不低于25%</strong></p><p style=\"text-align: justify;\">中国人民银行、国家金融监督管理总局也于同日发布通知。通知提出,对于贷款购买商品住房的居民家庭,首套住房商业性个人住房贷款最低首付款比例调整为不低于15%,二套住房商业性个人住房贷款最低首付款比例调整为不低于25%。</p><p style=\"text-align: justify;\">在此基础上,中国人民银行各省级分行、国家金融监督管理总局各派出机构根据城市政府调控要求,按照因城施策原则,自主确定辖区各城市首套和二套住房商业性个人住房贷款最低首付款比例下限。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98a50f9317cdab4bcee98998ea299e96\" alt=\"\" title=\"\" tg-width=\"954\" tg-height=\"873\"/></p><p style=\"text-align: justify;\"><strong>何立峰:打好商品住房烂尾风险处置攻坚战,保障购房人合法权益</strong></p><p style=\"text-align: justify;\">另外,全国切实做好保交房工作视频会议17日在京召开,中共中央政治局委员、国务院副总理何立峰出席会议并讲话。何立峰强调,要认真学习领会习近平总书记重要讲话精神,深入贯彻落实中央政治局会议部署,深刻认识房地产工作的人民性、政治性,继续坚持因城施策,打好商品住房烂尾风险处置攻坚战,扎实推进保交房、消化存量商品房等重点工作。</p><p style=\"text-align: justify;\">何立峰指出,房地产关系人民群众切身利益和经济社会发展大局。当前,要着力分类推进在建已售难交付商品房项目处置,全力支持应续建项目融资和竣工交付,保障购房人合法权益。相关地方政府应从实际出发,酌情以收回、收购等方式妥善处置已出让的闲置存量住宅用地,以帮助资金困难房企解困。商品房库存较多城市,政府可以需定购,酌情以合理价格收购部分商品房用作保障性住房。要继续做好房地产企业债务风险防范处置,扎实推进保障性住房建设、城中村改造和“平急两用”公共基础设施建设“三大工程”。</p><p style=\"text-align: justify;\">何立峰要求,要压实地方政府、房地产企业、金融机构各方责任,加强统筹协调,充分发挥城市房地产融资协调机制、再贷款政策等作用,加强对城市和房地产企业的指导支持,有力有序有效推进保交房各项工作。</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>超重磅!央行“三箭齐发”支持房地产</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超重磅!央行“三箭齐发”支持房地产\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-17 13:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月17日,今日午间,楼市迎来多项重磅利好,央行等部门连发3条通知,针对公积金贷款利率、商贷利率政策下限、购房首付比例等进行了调整。</p><p><strong>央行:5月18日起 下调个人住房公积金贷款利率0.25个百分点</strong></p><p style=\"text-align: justify;\">今日,中国人民银行发布关于下调个人住房公积金贷款利率的通知,自2024年5月18日起,下调个人住房公积金贷款利率0.25个百分点,5年以下(含5年)和5年以上首套个人住房公积金贷款利率分别调整为2.35%和2.85%,5年以下(含5年)和5年以上第二套个人住房公积金贷款利率分别调整为不低于2.775%和3.325%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d3e9a36f7d2add6a70c2bddddfd7646\" alt=\"\" title=\"\" tg-width=\"949\" tg-height=\"702\"/></p><p style=\"text-align: justify;\"><strong>央行:取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限</strong></p><p style=\"text-align: justify;\">同日,中国人民银行发布关于调整商业性个人住房贷款利率政策的通知。其中提到,取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限。</p><p style=\"text-align: justify;\">中国人民银行各省级分行按照因城施策原则,指导各省级市场利率定价自律机制,根据辖区内各城市房地产市场形势及当地政府调控要求,自主确定是否设定辖区内各城市商业性个人住房贷款利率下限及下限水平(如有)。</p><p style=\"text-align: justify;\">银行业金融机构应根据各省级市场利率定价自律机制确定的利率下限(如有),结合本机构经营状况、客户风险状况等因素,合理确定每笔贷款的具体利率水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/152e5578b3b262f6fddc9cb9c042fa79\" alt=\"\" title=\"\" tg-width=\"957\" tg-height=\"890\"/></p><p style=\"text-align: justify;\"><strong>两部门:首套住房商贷最低首付调整为不低于15% 二套商贷最低首付调整为不低于25%</strong></p><p style=\"text-align: justify;\">中国人民银行、国家金融监督管理总局也于同日发布通知。通知提出,对于贷款购买商品住房的居民家庭,首套住房商业性个人住房贷款最低首付款比例调整为不低于15%,二套住房商业性个人住房贷款最低首付款比例调整为不低于25%。</p><p style=\"text-align: justify;\">在此基础上,中国人民银行各省级分行、国家金融监督管理总局各派出机构根据城市政府调控要求,按照因城施策原则,自主确定辖区各城市首套和二套住房商业性个人住房贷款最低首付款比例下限。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98a50f9317cdab4bcee98998ea299e96\" alt=\"\" title=\"\" tg-width=\"954\" tg-height=\"873\"/></p><p style=\"text-align: justify;\"><strong>何立峰:打好商品住房烂尾风险处置攻坚战,保障购房人合法权益</strong></p><p style=\"text-align: justify;\">另外,全国切实做好保交房工作视频会议17日在京召开,中共中央政治局委员、国务院副总理何立峰出席会议并讲话。何立峰强调,要认真学习领会习近平总书记重要讲话精神,深入贯彻落实中央政治局会议部署,深刻认识房地产工作的人民性、政治性,继续坚持因城施策,打好商品住房烂尾风险处置攻坚战,扎实推进保交房、消化存量商品房等重点工作。</p><p style=\"text-align: justify;\">何立峰指出,房地产关系人民群众切身利益和经济社会发展大局。当前,要着力分类推进在建已售难交付商品房项目处置,全力支持应续建项目融资和竣工交付,保障购房人合法权益。相关地方政府应从实际出发,酌情以收回、收购等方式妥善处置已出让的闲置存量住宅用地,以帮助资金困难房企解困。商品房库存较多城市,政府可以需定购,酌情以合理价格收购部分商品房用作保障性住房。要继续做好房地产企业债务风险防范处置,扎实推进保障性住房建设、城中村改造和“平急两用”公共基础设施建设“三大工程”。</p><p style=\"text-align: justify;\">何立峰要求,要压实地方政府、房地产企业、金融机构各方责任,加强统筹协调,充分发挥城市房地产融资协调机制、再贷款政策等作用,加强对城市和房地产企业的指导支持,有力有序有效推进保交房各项工作。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ae0555dd414b3f7de4af00b547725e6","relate_stocks":{},"source_url":"http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/5356304/index.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145837583","content_text":"5月17日,今日午间,楼市迎来多项重磅利好,央行等部门连发3条通知,针对公积金贷款利率、商贷利率政策下限、购房首付比例等进行了调整。央行:5月18日起 下调个人住房公积金贷款利率0.25个百分点今日,中国人民银行发布关于下调个人住房公积金贷款利率的通知,自2024年5月18日起,下调个人住房公积金贷款利率0.25个百分点,5年以下(含5年)和5年以上首套个人住房公积金贷款利率分别调整为2.35%和2.85%,5年以下(含5年)和5年以上第二套个人住房公积金贷款利率分别调整为不低于2.775%和3.325%。央行:取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限同日,中国人民银行发布关于调整商业性个人住房贷款利率政策的通知。其中提到,取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限。中国人民银行各省级分行按照因城施策原则,指导各省级市场利率定价自律机制,根据辖区内各城市房地产市场形势及当地政府调控要求,自主确定是否设定辖区内各城市商业性个人住房贷款利率下限及下限水平(如有)。银行业金融机构应根据各省级市场利率定价自律机制确定的利率下限(如有),结合本机构经营状况、客户风险状况等因素,合理确定每笔贷款的具体利率水平。两部门:首套住房商贷最低首付调整为不低于15% 二套商贷最低首付调整为不低于25%中国人民银行、国家金融监督管理总局也于同日发布通知。通知提出,对于贷款购买商品住房的居民家庭,首套住房商业性个人住房贷款最低首付款比例调整为不低于15%,二套住房商业性个人住房贷款最低首付款比例调整为不低于25%。在此基础上,中国人民银行各省级分行、国家金融监督管理总局各派出机构根据城市政府调控要求,按照因城施策原则,自主确定辖区各城市首套和二套住房商业性个人住房贷款最低首付款比例下限。何立峰:打好商品住房烂尾风险处置攻坚战,保障购房人合法权益另外,全国切实做好保交房工作视频会议17日在京召开,中共中央政治局委员、国务院副总理何立峰出席会议并讲话。何立峰强调,要认真学习领会习近平总书记重要讲话精神,深入贯彻落实中央政治局会议部署,深刻认识房地产工作的人民性、政治性,继续坚持因城施策,打好商品住房烂尾风险处置攻坚战,扎实推进保交房、消化存量商品房等重点工作。何立峰指出,房地产关系人民群众切身利益和经济社会发展大局。当前,要着力分类推进在建已售难交付商品房项目处置,全力支持应续建项目融资和竣工交付,保障购房人合法权益。相关地方政府应从实际出发,酌情以收回、收购等方式妥善处置已出让的闲置存量住宅用地,以帮助资金困难房企解困。商品房库存较多城市,政府可以需定购,酌情以合理价格收购部分商品房用作保障性住房。要继续做好房地产企业债务风险防范处置,扎实推进保障性住房建设、城中村改造和“平急两用”公共基础设施建设“三大工程”。何立峰要求,要压实地方政府、房地产企业、金融机构各方责任,加强统筹协调,充分发挥城市房地产融资协调机制、再贷款政策等作用,加强对城市和房地产企业的指导支持,有力有序有效推进保交房各项工作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298752724824360,"gmtCreate":1713967054425,"gmtModify":1713967163304,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a 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能不能新高","images":[{"img":"https://static.tigerbbs.com/ff6fa5b6de9ddc786675b628d6bcd751","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298752724824360","isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":242131986198608,"gmtCreate":1700135466984,"gmtModify":1700135468372,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242131986198608","repostId":"1140935005","repostType":2,"repost":{"id":"1140935005","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700125485,"share":"https://www.laohu8.com/m/news/1140935005?lang=&edition=full","pubTime":"2023-11-16 17:04","market":"us","language":"zh","title":"盘前异动 | 中概股普跌!小鹏、理想、阿里等跌幅居前;财报暴雷,思科跌超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140935005","media":"老虎资讯综合","summary":"11月16日,美股指期货涨跌不一,道指期货涨0.02%,纳指期货跌0.20%,标普500指数期货跌0.04%。思科盘前跌超11%,企业科技支出亮红灯!公司本季指引远逊预期,下调财年指引。Palo Alto Networks盘前跌超5%,第一财季营收不及预期并下调全年预期;中概股盘前普跌,小鹏汽车跌超4%,理想汽车跌超3%,蔚来、阿里巴巴、哔哩哔哩、京东、网易跌超2%,拼多多、百度跌超1%","content":"<html><head></head><body><p>11月16日,美股指期货涨跌不一,道指期货涨0.02%,纳指期货跌0.20%,标普500指数期货跌0.04%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a3f84ca17ccc6209feda8c065310a15\" title=\"\" tg-width=\"436\" tg-height=\"194\"/></p><p><a href=\"https://laohu8.com/S/CSCO\">思科</a>盘前跌超11%,企业科技支出亮红灯!公司本季指引远逊预期,下调财年指引;</p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>盘前跌超5%,第一财季营收不及预期并下调全年预期;</p><p><a href=\"https://laohu8.com/S/DAO\">有道</a>盘前涨超1%,Q3营收15.4亿元,同比增长9.7%。</p><p>中概股盘前普跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超2%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超1%;</p><p>三倍做空富时中国ETF-Direxion(YANG)盘前大涨超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef27823924d45574cdb4d5c6e7b29c17\" title=\"\" tg-width=\"393\" tg-height=\"144\"/></p><p></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>盘前异动 | 中概股普跌!小鹏、理想、阿里等跌幅居前;财报暴雷,思科跌超11%</title>\n<style 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17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月16日,美股指期货涨跌不一,道指期货涨0.02%,纳指期货跌0.20%,标普500指数期货跌0.04%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a3f84ca17ccc6209feda8c065310a15\" title=\"\" tg-width=\"436\" tg-height=\"194\"/></p><p><a href=\"https://laohu8.com/S/CSCO\">思科</a>盘前跌超11%,企业科技支出亮红灯!公司本季指引远逊预期,下调财年指引;</p><p><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>盘前跌超5%,第一财季营收不及预期并下调全年预期;</p><p><a href=\"https://laohu8.com/S/DAO\">有道</a>盘前涨超1%,Q3营收15.4亿元,同比增长9.7%。</p><p>中概股盘前普跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超3%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超2%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超1%;</p><p>三倍做空富时中国ETF-Direxion(YANG)盘前大涨超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef27823924d45574cdb4d5c6e7b29c17\" title=\"\" tg-width=\"393\" tg-height=\"144\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"BK4560":"网络安全概念","BK4099":"汽车制造商","02015":"理想汽车-W","LU1720050803.USD":"安联全方位中国股票基金","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002232.USD":"Allianz Global High Payout USD","09868":"小鹏汽车-W","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4585":"ETF&股票定投概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1066051498.USD":"HSBC GIF GLOBAL 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B","TTTN":"老虎中美互联网巨头ETF","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140935005","content_text":"11月16日,美股指期货涨跌不一,道指期货涨0.02%,纳指期货跌0.20%,标普500指数期货跌0.04%。思科盘前跌超11%,企业科技支出亮红灯!公司本季指引远逊预期,下调财年指引;Palo Alto Networks盘前跌超5%,第一财季营收不及预期并下调全年预期;有道盘前涨超1%,Q3营收15.4亿元,同比增长9.7%。中概股盘前普跌,小鹏汽车跌超4%,理想汽车跌超3%,蔚来、阿里巴巴、哔哩哔哩、京东、网易跌超2%,拼多多、百度跌超1%;三倍做空富时中国ETF-Direxion(YANG)盘前大涨超7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242116759900184,"gmtCreate":1700131889205,"gmtModify":1700132381428,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"垃圾货,倒闭算了。","listText":"垃圾货,倒闭算了。","text":"垃圾货,倒闭算了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242116759900184","repostId":"1131403730","repostType":2,"repost":{"id":"1131403730","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700131412,"share":"https://www.laohu8.com/m/news/1131403730?lang=&edition=full","pubTime":"2023-11-16 18:43","market":"hk","language":"zh","title":"美国证交会披露:马云家族信托拟减持阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=1131403730","media":"老虎资讯综合","summary":"共涉及股票市值8.707亿美元。","content":"<html><head></head><body><p>据美国证交会(SEC)官网披露的144文件显示,马云家族信托JC Properties Limited(一家英属维尔京群岛公司)和JSP Investment Limited(一家英属维尔京群岛公司)拟于11月21日分别减持500万股股阿里巴巴创始人股份。共涉及股票市值8.707亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5d0a1dac268ca611d1b7cced5842f9e\" tg-width=\"930\" tg-height=\"847\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c88084889c18bf0ab1cdfe169251f8b\" tg-width=\"927\" tg-height=\"843\"/></p><p>截至发稿,阿里巴巴盘前跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6d4cc0d2646356b012e36609fe30a8\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p></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>美国证交会披露:马云家族信托拟减持阿里巴巴</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{ 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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美国证交会披露:马云家族信托拟减持阿里巴巴\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-16 18:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据美国证交会(SEC)官网披露的144文件显示,马云家族信托JC Properties Limited(一家英属维尔京群岛公司)和JSP Investment Limited(一家英属维尔京群岛公司)拟于11月21日分别减持500万股股阿里巴巴创始人股份。共涉及股票市值8.707亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5d0a1dac268ca611d1b7cced5842f9e\" tg-width=\"930\" tg-height=\"847\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c88084889c18bf0ab1cdfe169251f8b\" tg-width=\"927\" tg-height=\"843\"/></p><p>截至发稿,阿里巴巴盘前跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6d4cc0d2646356b012e36609fe30a8\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/106a43e936c34518bf52ab5907e07000","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131403730","content_text":"据美国证交会(SEC)官网披露的144文件显示,马云家族信托JC Properties Limited(一家英属维尔京群岛公司)和JSP Investment Limited(一家英属维尔京群岛公司)拟于11月21日分别减持500万股股阿里巴巴创始人股份。共涉及股票市值8.707亿美元。截至发稿,阿里巴巴盘前跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655368060,"gmtCreate":1685322309851,"gmtModify":1685322311272,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a><v-v data-views=\"0\"></v-v>倒闭吧 求你了","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a><v-v data-views=\"0\"></v-v>倒闭吧 求你了","text":"$阿里巴巴-SW(09988)$ 倒闭吧 求你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/655368060","isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564978165288885","authorId":"3564978165288885","name":"轩辕小伞","avatar":"https://static.tigerbbs.com/160593cac02b062c1a6ae12b168ce5e1","crmLevel":6,"crmLevelSwitch":0,"idStr":"3564978165288885","authorIdStr":"3564978165288885"},"content":"不懂就问,获利占比%个位数,要拉升还早? [微笑]","text":"不懂就问,获利占比%个位数,要拉升还早? [微笑]","html":"不懂就问,获利占比%个位数,要拉升还早? [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659215159,"gmtCreate":1680077319172,"gmtModify":1680077320985,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>能让回个本么………","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>能让回个本么………","text":"$阿里巴巴-SW(09988)$ 能让回个本么………","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/659215159","isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625544238,"gmtCreate":1676607039025,"gmtModify":1676607040760,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625544238","repostId":"625590414","repostType":1,"repost":{"id":625590414,"gmtCreate":1676542091038,"gmtModify":1676542339034,"author":{"id":"4130377405762172","authorId":"4130377405762172","name":"港乜嘢吖","avatar":"https://static.tigerbbs.com/2e11ebd9218be3a4ecb251c3d8f63596","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130377405762172","authorIdStr":"4130377405762172"},"themes":[],"title":"美国大空头重仓买入阿里巴巴 机构估值阿里巴巴有可能上涨200%","htmlText":"摘要:1. Michael Burry为什么重仓购买阿里巴巴2. 根据seeking alpha分析师的估值模型,阿里巴巴有可能在未来20年内产生超过10%的内部收益率3. 机构与分析师观点本文参考:https://seekingalpha.com/article/4578529-alibaba-following-michael-burry近期各大机构都向美国证监会报告了其在上一季度的持仓报告,电影《大空头》的原型,传奇对冲基金经理Michael Burry的Scion Asset Management也递交了在2022年第四季度的持仓报告。据统计,Scion第四季度持仓总市值为4653.7万美元,比上一季度增长13%。该公司在四季度的投资组合中新增了7只个股,其中前十大持仓标的占总市值的100%。值得注意的是,<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 在其前五大买入标的中排行第三,共持仓5万股,持仓位列第四,持仓市值约440.5万美元,占投资组合比例为9.46%。whalewisdom那么以空头著名的Michael Burry为什么会选择重仓买入阿里巴巴呢?Burry在去年10月,恒指创下15,000的新低点时曾发推表示:恒生指数最近触及 1997年的水平。距今已有25年,然而,GDP在这段时间内翻了 18倍,1997年时的估值为20倍收益、10倍 EV/销售额、3倍有形账面。 现在则为 7/1/1。他还分享了下面的图表,清楚地表明该指数在过去25年中没有太大变化。Bloomberg,by Michael Burry恒指的市盈率通常约为14倍,在下降 1个标准差后,估值为 10倍市盈率。Burry指出,在7倍市盈率下,当该指数在15,000点左右交易时,它的交易价格比","listText":"摘要:1. Michael Burry为什么重仓购买阿里巴巴2. 根据seeking alpha分析师的估值模型,阿里巴巴有可能在未来20年内产生超过10%的内部收益率3. 机构与分析师观点本文参考:https://seekingalpha.com/article/4578529-alibaba-following-michael-burry近期各大机构都向美国证监会报告了其在上一季度的持仓报告,电影《大空头》的原型,传奇对冲基金经理Michael Burry的Scion Asset Management也递交了在2022年第四季度的持仓报告。据统计,Scion第四季度持仓总市值为4653.7万美元,比上一季度增长13%。该公司在四季度的投资组合中新增了7只个股,其中前十大持仓标的占总市值的100%。值得注意的是,<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 在其前五大买入标的中排行第三,共持仓5万股,持仓位列第四,持仓市值约440.5万美元,占投资组合比例为9.46%。whalewisdom那么以空头著名的Michael Burry为什么会选择重仓买入阿里巴巴呢?Burry在去年10月,恒指创下15,000的新低点时曾发推表示:恒生指数最近触及 1997年的水平。距今已有25年,然而,GDP在这段时间内翻了 18倍,1997年时的估值为20倍收益、10倍 EV/销售额、3倍有形账面。 现在则为 7/1/1。他还分享了下面的图表,清楚地表明该指数在过去25年中没有太大变化。Bloomberg,by Michael Burry恒指的市盈率通常约为14倍,在下降 1个标准差后,估值为 10倍市盈率。Burry指出,在7倍市盈率下,当该指数在15,000点左右交易时,它的交易价格比","text":"摘要:1. Michael Burry为什么重仓购买阿里巴巴2. 根据seeking alpha分析师的估值模型,阿里巴巴有可能在未来20年内产生超过10%的内部收益率3. 机构与分析师观点本文参考:https://seekingalpha.com/article/4578529-alibaba-following-michael-burry近期各大机构都向美国证监会报告了其在上一季度的持仓报告,电影《大空头》的原型,传奇对冲基金经理Michael Burry的Scion Asset Management也递交了在2022年第四季度的持仓报告。据统计,Scion第四季度持仓总市值为4653.7万美元,比上一季度增长13%。该公司在四季度的投资组合中新增了7只个股,其中前十大持仓标的占总市值的100%。值得注意的是,$阿里巴巴(BABA)$ 在其前五大买入标的中排行第三,共持仓5万股,持仓位列第四,持仓市值约440.5万美元,占投资组合比例为9.46%。whalewisdom那么以空头著名的Michael Burry为什么会选择重仓买入阿里巴巴呢?Burry在去年10月,恒指创下15,000的新低点时曾发推表示:恒生指数最近触及 1997年的水平。距今已有25年,然而,GDP在这段时间内翻了 18倍,1997年时的估值为20倍收益、10倍 EV/销售额、3倍有形账面。 现在则为 7/1/1。他还分享了下面的图表,清楚地表明该指数在过去25年中没有太大变化。Bloomberg,by Michael Burry恒指的市盈率通常约为14倍,在下降 1个标准差后,估值为 10倍市盈率。Burry指出,在7倍市盈率下,当该指数在15,000点左右交易时,它的交易价格比","images":[{"img":"https://static.tigerbbs.com/c9c422d83c5a1aa4c409e27fa6c3e7b0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/7cad05cdd293d46229eb8152b3ed590a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/1697755b8f88515268e5f5b64530e3d5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625590414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625664036,"gmtCreate":1676444422625,"gmtModify":1676444424506,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a><v-v data-views=\"0\"></v-v>继续前低吧","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a><v-v data-views=\"0\"></v-v>继续前低吧","text":"$快手-W(01024)$ 继续前低吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625664036","isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662568069,"gmtCreate":1666658637751,"gmtModify":1666658641718,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662568069","repostId":"1146302238","repostType":2,"repost":{"id":"1146302238","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666656294,"share":"https://www.laohu8.com/m/news/1146302238?lang=&edition=full","pubTime":"2022-10-25 08:04","market":"sh","language":"zh","title":"昨夜今晨 | 市场期待欧美央行鸽派转向,欧美股市反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1146302238","media":"老虎资讯综合","summary":"摘要:欧美股市集体反弹,道指涨1.34%;印裔小伙苏纳克当选英国保守党党首,将出任下一任首相;欧天然气又崩了,6月以来首次跌破100欧元/兆瓦时。海外市场1、市场期待加息步伐放缓美股收高道指涨1.34","content":"<html><head></head><body><blockquote>摘要:欧美股市集体反弹,道指涨1.34%;印裔小伙苏纳克当选英国保守党党首,将出任下一任首相;欧天然气又崩了,6月以来首次跌破100欧元/兆瓦时。</blockquote><p><img src=\"https://static.tigerbbs.com/e2218565444cc9b7f5f709e782175b2b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>海外市场</p><p>1、市场期待加息步伐放缓美股收高道指涨1.34%</p><p>美东时间周一,上周五的乐观情绪得以延续,三大指数集体收涨,投资者密切关注美联储将放缓加息步伐的可能性。投资者关注美股财报与美联储的货币政策前景。美国最大的五家科技公司——Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、Meta和<a href=\"https://laohu8.com/S/MSFT\">微软</a>均将在本周公布财报。截至收盘,纳斯达克指数涨幅为0.86%;道琼斯指数涨幅为1.34%;标普500指数涨幅为1.19%。</p><p>大型科技股多数上涨,苹果涨1.48%,亚马逊涨0.42%,Meta跌0.85%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.37%,微软涨2.12%,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌2.46%。银行股集体上涨,<a href=\"https://laohu8.com/S/GS\">高盛</a>涨超1%,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/C\">花旗</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>小幅上涨。</p><p>2、热门中概股多数下跌<a href=\"https://laohu8.com/S/JD\">京东</a>跌超13%</p><p>热门中概股几乎全线下跌,纳斯达克中国金龙指数跌14.43%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌12.51%,京东跌13.02%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌24.61%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌16.83%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌12.58%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌16.02%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌9.85%,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌4.96%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌16.14%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌17.26%,<a href=\"https://laohu8.com/S/YMM\">满帮</a>跌13.92%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌0.99%。</p><p>3、欧股全线收涨德国DAX30指数涨1.58%</p><p>欧股主要指数周一收盘全线上涨,德国DAX30指数涨1.58%,法国CAC40指数涨1.59%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.64%,欧洲斯托克50指数涨1.47%。</p><p>4、周一美国WTI原油收跌0.6% 天然气大涨4.8%</p><p>纽约商品交易所12月交割的西德州中质原油(WTI)期货价格下跌47美分,跌幅近0.6%,收于每桶84.58美元。11月交割的天然气期货价格上涨24美分,涨幅为4.8%,收于每百万英国热量单位5.199美元。市场继续关注原油市场的供应紧张与需求前景疲软等因素对油价的影响。</p><p>5、周一纽约黄金期货小幅收跌0.1%</p><p>周一,纽约商品交易所12月交割的黄金期货价格下跌2.20美元,跌幅为0.1%,收于每盎司1654.10美元。美国国债收益率小幅下滑,令金价得到支撑。</p><p>国际宏观</p><p>1、印裔小伙苏纳克当选英国保守党党首 将出任下一任首相</p><p>当地时间周一(10月24日),英国执政党保守党党首竞选结果出炉。随着其他候选人的相继退出,前财政大臣里希·苏纳克作为唯一一名候选人,自动当选英国保守党新党首,他将接替上任仅45天即辞职的特拉斯,出任英国首相。</p><p>在约翰逊被逼下台之后,苏纳克和特拉斯进行了保守党党首角逐,但最终不敌特拉斯。未曾想,短短45天之后,机会又给到了苏纳克,这一次,他终于当选,也将成为该国历史上第一位印度裔首相。</p><p>苏纳克当选的消息公布后,英国国债保持涨势,10年期英债收益率跌近31个基点至3.746%,至9月23日宣布减税政策来最低。两年期收益率跌37个基点至3.428%,创1993年来最大单日跌幅。</p><p>2、<a href=\"https://laohu8.com/NW/2278276200\" target=\"_blank\">美财长耶伦:密切关注美国金融体系可能出现的风险</a></p><p>美东时间周一,美国财政部长耶伦在纽约发表演讲时表示,目前能源价格飙升、全球金融市场波动加剧,这些因素可能会造成美国金融市场的不稳定。</p><p>耶伦表示,美国财政部正在密切关注着金融体系可能会出现的“风险”。不过到目前为止,美国金融体系还没有成为经济不稳定的根源,仍然具有弹性。</p><p>3、欧洲天然气价格一度大跌近20% 分析师警告称真正考验尚未到来</p><p>当地时间周一(10月24日),欧洲天然气期货一度大跌18%,自6月以来首次跌破100欧元/兆瓦时,欧洲异常温暖的天气以及充足的天然气缓解了市场对今年冬季能源供应的担忧。</p><p>欧洲天然气期货已经较8月份的高点下跌了约70%,当地的温暖天气预计将持续到下个月,从而推迟了该地区的供暖季节,这意味着欧洲将更多的时间来补充天然气储备。</p><p>4、500亿美元砸下去就掀起一点涟漪 日本当局也很无奈</p><p>当地时间周一,日元汇率一度从1美元兑149日元骤升至1美元兑145日元,但之后迅速回落到1美元兑148日元,日元重返跌势。这是继上周五之后,日元汇率再次出现剧烈波动,市场猜测日本政府可能在外汇市场又进行了干预。</p><p>在上周五晚间,日本当局也进行了干预汇市的行动,推动日元快速走高收复多个关口,但很显然,日本的干预效果极为有效,几百亿美元投下去,然后在市场上掀起一点涟漪,随即便被抚平,干预的影响被抹去了。</p><p>根据媒体援引外汇交易商的测算,单单就上周五这种规模的操作,日本央行就要花掉约5.5万亿日元(约370亿美元),周一又投入了大概130亿美元。</p><p>5、越南央行加息100基点 一个月内第二次出手 表态愿意干预外汇市场</p><p>越南股市重挫、货币屡创新低之际,越南央行宣布大幅加息,表示密切关注本国和海外市场,以及时进行相应管理和动用货币工具。市场人士指出,越南加息旨在防止进一步消耗该国的外汇储备,有估计称该国年内消耗了约20%的外储。</p><p>越南央行周一表示,为遏制通胀风险、维持稳定并保护银行体系,将政策利率上调100个基点,其中,再融资利率从5%升至6%,贴现率从3.5%升至4.5%。此外,越南当局还将根据到期期限将商业银行的越南盾存款利率上限提高50至100个基点。</p><p>6、西班牙首相宣布该国将为电动汽车生产增加投资</p><p>当地时间10月24日,西班牙首相桑切斯表示,西班牙政府已经承诺将为汽车行业提供约20亿欧元资金,以便增加电动汽车的生产。</p><p>桑切斯表示,西班牙政府将尽力使该国电动汽车生产领域取得重大进展。他同时表示,欧盟各国需要巩固脱碳方面取得的进展,从而应对气候变化带来的影响。</p><p>7、经济衰退信号重现 美国10月制造业PMI两年来首破枯荣线 服务业第四个月萎缩</p><p>美国10月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>制造业PMI初值49.9,创2020年6月份以来新低;服务业PMI初值46.6,不及预期和前值,连续四个月萎缩;综合PMI初值47.3,也不及预期和前值。PMI调查凸显美国经济在第四季度收缩风险加剧。</p><p>美国最新的PMI数据显示,该国经济衰退信号重现。美国10月制造业PMI两年来首次跌破枯荣线,服务业PMI连续四个月萎缩。</p><p>8、欧元区制造业PMI续创新低 综合PMI连续四个月低于“荣枯线”</p><p>据新华财经消息,10月24日下午,欧元区10月份PMI数据出炉。其中,欧元区10月份制造业PMI初值录得46.6,创2020年6月份以来新低。服务业PMI初值录得48.2,符合市场预期,但仍为近20个月以来新低。综合PMI初值录得47.1,低于此前市场预期的47.6,创近23个月以来新低,也连续四个月低于“荣枯线”。</p><p>9、英央行副行长:能源价格援助方案是决定下周利率调整的关键因素</p><p>当地时间10月24日,英国央行副行长拉姆斯登(Dave Ramsden)表示,政府对家庭能源援助的未来是官员们下周决定利率时必须权衡的一个关键因素,因为它将对通货膨胀的路径产生影响。</p><p>拉姆斯登当天在议会财政委员会发言时说,央行已经从财政大臣杰里米·亨特的团队那里获得了一些关于10月31日财政声明的信息。亨特上周表示,他将在4月份削减政府补贴家庭燃料费的计划,而不是让它按计划运行那么久,并用一个更有针对性的计划取而代之。</p><p><b>公司消息</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2278789406\" target=\"_blank\"><b>苹果上调Apple TV+和Apple Music等流媒体服务价格</b></a></p><p>当地时间周一(10月24日),苹果公司提高了其流媒体服务Apple TV+和Apple Music在美国地区的订阅费用,即日生效。这是该公司首次上调流媒体服务价格。苹果将Apple Music的个人订阅费用从9.99美元/月上调至10.99美元/月,将Apple TV+的个人月费从4.99美元上调至6.99美元。Apple One(Apple Music和Apple TV等服务的捆绑包)个人月费起价从14.95美元提高到16.95美元。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2278859647\" target=\"_blank\"><b>推特员工抗议马斯克裁员计划</b></a></p><p>据媒体报道,社交媒体平台推特公司的员工内部正在传播一封公开信,抗议世界首富埃隆·马斯克解雇该公司75%员工的计划。</p><p>推特员工在信中表示:“埃隆·马斯克计划解雇75%推特的员工,这将损害推特服务公众对话的能力。这种级别的威胁是鲁莽的,破坏了我们的用户和客户对我们平台的信任,是一种明显的恐吓员工的行为。”</p><p>推特员工要求马斯克承诺,如果他的收购成功,将保持推特目前的员工人数。他们还要求马斯克不得因政治信仰而歧视员工,承诺公平的离职政策,并就工作条件进行更多沟通。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2278207787\" target=\"_blank\"><b>Meta股东公开致信扎克伯格:减少对元宇宙的投资</b></a></p><p>当地时间周一,Altimeter Capital董事长兼首席执行官Brad Gerstne致信扎克伯格与Meta董事会,呼吁大幅减少对元宇宙的投入。</p><p>Altimeter是Meta的股东,截至今年二季度末,持有超过200万股Meta股票。在过去的18个月中,Meta股价累计下跌了55%,跌幅远高于大型科技同行平均的19%。</p><p>在公开信中,Gerstner强调,股价下跌反映的不仅仅是市场情绪低迷,主要是市场对公司失去信心,“Meta需要保持财务健康,重新建立投资者、员工和科技界对其的信心。”</p><p>为了让公司恢复吸引力,他为Meta制定了一揽子“瘦身”计划:减少至少20%的员工开支;将每年的资本性支出从300亿美元削减到250亿美元;将每年投入元宇宙项目的金额控制在50亿美元以内。</p><p><b>4、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克据称有意投资墨西哥北部边境州</b></p><p>据媒体援引消息人士报道,特斯拉CEO埃隆·马斯克正考虑在墨西哥北部的新莱昂州进行投资。新莱昂州与美国得克萨斯州接壤。知情人士称,马斯克最近在新莱昂州与该州州长Samuel Garcia、其他当地官员以及美国驻墨西哥大使Ken Salazar举行了会议。据悉,马斯克尤其关注圣卡塔琳娜市,这是墨西哥最大、最富有的城市之一。不过,知情人士并未详细说明马斯克的潜在投资内容。</p><p><b>5、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>接近出售证券化产品部门</b></p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>集团正在加紧完成出售证券化产品部门,两家集团正在争相收购该部门。几天后,这家陷入困境的瑞士银行将公布其华尔街大型部门整改的细节。在经历了一系列财务亏损和丑闻之后,这家瑞士银行正在出售价值数十亿美元的资产,以支付战略转变的费用。分析师表示,瑞士信贷可能仍需要额外资金,以让投资者相信,其可以撤出一些不再被视为核心的业务和国家。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2278836507\" target=\"_blank\"><b>受能源危机影响 德国四分之一家族企业计划裁员</b></a></p><p>当地时间24日,德国伊弗经济研究所公布了一项最新调查结果,该报告显示,能源危机正在引发德国劳动力市场动荡。由于成本高昂,四分之一的德国家族企业正在计划裁员。</p><p>该调查受德国家族企业基金会委托进行,调查结果显示25%的德国家族企业正在考虑裁员,而在4月份进行的上一次调查中,该比例仅为14%。除此之外,57%的受调查企业表示正在推迟投资行为。</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2277271107\" target=\"_blank\"><b>丰田考虑重启电动车战略 瞄准特斯拉</b></a></p><p>据消息人士透露,丰田汽车正考虑重新启动其电动汽车战略,以更好地参与该领域市场的竞争,并已停止现有电动汽车项目的一些工作。若正在审查的提案被采纳,将意味着丰田的重大转变,并改写该公司去年宣布的380亿美元电动汽车计划,以更好地与特斯拉等公司竞争。</p><p>消息人士表示,丰田内部的一个工作组正负责筹备工作,以在明年初之前列出对其现有电动车平台的改进或新架构计划。同时,丰田已暂停12月宣布的30个电动车项目中的一些工作,包括丰田紧凑型Cruiser和电池电动车丰田皇冠。</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>昨夜今晨 | 市场期待欧美央行鸽派转向,欧美股市反弹</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{ 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.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昨夜今晨 | 市场期待欧美央行鸽派转向,欧美股市反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-10-25 08:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:欧美股市集体反弹,道指涨1.34%;印裔小伙苏纳克当选英国保守党党首,将出任下一任首相;欧天然气又崩了,6月以来首次跌破100欧元/兆瓦时。</blockquote><p><img src=\"https://static.tigerbbs.com/e2218565444cc9b7f5f709e782175b2b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>海外市场</p><p>1、市场期待加息步伐放缓美股收高道指涨1.34%</p><p>美东时间周一,上周五的乐观情绪得以延续,三大指数集体收涨,投资者密切关注美联储将放缓加息步伐的可能性。投资者关注美股财报与美联储的货币政策前景。美国最大的五家科技公司——Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、Meta和<a href=\"https://laohu8.com/S/MSFT\">微软</a>均将在本周公布财报。截至收盘,纳斯达克指数涨幅为0.86%;道琼斯指数涨幅为1.34%;标普500指数涨幅为1.19%。</p><p>大型科技股多数上涨,苹果涨1.48%,亚马逊涨0.42%,Meta跌0.85%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.37%,微软涨2.12%,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌2.46%。银行股集体上涨,<a href=\"https://laohu8.com/S/GS\">高盛</a>涨超1%,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/C\">花旗</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>小幅上涨。</p><p>2、热门中概股多数下跌<a href=\"https://laohu8.com/S/JD\">京东</a>跌超13%</p><p>热门中概股几乎全线下跌,纳斯达克中国金龙指数跌14.43%。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌12.51%,京东跌13.02%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌24.61%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌16.83%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌12.58%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌16.02%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌9.85%,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌4.96%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌16.14%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌17.26%,<a href=\"https://laohu8.com/S/YMM\">满帮</a>跌13.92%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌0.99%。</p><p>3、欧股全线收涨德国DAX30指数涨1.58%</p><p>欧股主要指数周一收盘全线上涨,德国DAX30指数涨1.58%,法国CAC40指数涨1.59%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.64%,欧洲斯托克50指数涨1.47%。</p><p>4、周一美国WTI原油收跌0.6% 天然气大涨4.8%</p><p>纽约商品交易所12月交割的西德州中质原油(WTI)期货价格下跌47美分,跌幅近0.6%,收于每桶84.58美元。11月交割的天然气期货价格上涨24美分,涨幅为4.8%,收于每百万英国热量单位5.199美元。市场继续关注原油市场的供应紧张与需求前景疲软等因素对油价的影响。</p><p>5、周一纽约黄金期货小幅收跌0.1%</p><p>周一,纽约商品交易所12月交割的黄金期货价格下跌2.20美元,跌幅为0.1%,收于每盎司1654.10美元。美国国债收益率小幅下滑,令金价得到支撑。</p><p>国际宏观</p><p>1、印裔小伙苏纳克当选英国保守党党首 将出任下一任首相</p><p>当地时间周一(10月24日),英国执政党保守党党首竞选结果出炉。随着其他候选人的相继退出,前财政大臣里希·苏纳克作为唯一一名候选人,自动当选英国保守党新党首,他将接替上任仅45天即辞职的特拉斯,出任英国首相。</p><p>在约翰逊被逼下台之后,苏纳克和特拉斯进行了保守党党首角逐,但最终不敌特拉斯。未曾想,短短45天之后,机会又给到了苏纳克,这一次,他终于当选,也将成为该国历史上第一位印度裔首相。</p><p>苏纳克当选的消息公布后,英国国债保持涨势,10年期英债收益率跌近31个基点至3.746%,至9月23日宣布减税政策来最低。两年期收益率跌37个基点至3.428%,创1993年来最大单日跌幅。</p><p>2、<a href=\"https://laohu8.com/NW/2278276200\" target=\"_blank\">美财长耶伦:密切关注美国金融体系可能出现的风险</a></p><p>美东时间周一,美国财政部长耶伦在纽约发表演讲时表示,目前能源价格飙升、全球金融市场波动加剧,这些因素可能会造成美国金融市场的不稳定。</p><p>耶伦表示,美国财政部正在密切关注着金融体系可能会出现的“风险”。不过到目前为止,美国金融体系还没有成为经济不稳定的根源,仍然具有弹性。</p><p>3、欧洲天然气价格一度大跌近20% 分析师警告称真正考验尚未到来</p><p>当地时间周一(10月24日),欧洲天然气期货一度大跌18%,自6月以来首次跌破100欧元/兆瓦时,欧洲异常温暖的天气以及充足的天然气缓解了市场对今年冬季能源供应的担忧。</p><p>欧洲天然气期货已经较8月份的高点下跌了约70%,当地的温暖天气预计将持续到下个月,从而推迟了该地区的供暖季节,这意味着欧洲将更多的时间来补充天然气储备。</p><p>4、500亿美元砸下去就掀起一点涟漪 日本当局也很无奈</p><p>当地时间周一,日元汇率一度从1美元兑149日元骤升至1美元兑145日元,但之后迅速回落到1美元兑148日元,日元重返跌势。这是继上周五之后,日元汇率再次出现剧烈波动,市场猜测日本政府可能在外汇市场又进行了干预。</p><p>在上周五晚间,日本当局也进行了干预汇市的行动,推动日元快速走高收复多个关口,但很显然,日本的干预效果极为有效,几百亿美元投下去,然后在市场上掀起一点涟漪,随即便被抚平,干预的影响被抹去了。</p><p>根据媒体援引外汇交易商的测算,单单就上周五这种规模的操作,日本央行就要花掉约5.5万亿日元(约370亿美元),周一又投入了大概130亿美元。</p><p>5、越南央行加息100基点 一个月内第二次出手 表态愿意干预外汇市场</p><p>越南股市重挫、货币屡创新低之际,越南央行宣布大幅加息,表示密切关注本国和海外市场,以及时进行相应管理和动用货币工具。市场人士指出,越南加息旨在防止进一步消耗该国的外汇储备,有估计称该国年内消耗了约20%的外储。</p><p>越南央行周一表示,为遏制通胀风险、维持稳定并保护银行体系,将政策利率上调100个基点,其中,再融资利率从5%升至6%,贴现率从3.5%升至4.5%。此外,越南当局还将根据到期期限将商业银行的越南盾存款利率上限提高50至100个基点。</p><p>6、西班牙首相宣布该国将为电动汽车生产增加投资</p><p>当地时间10月24日,西班牙首相桑切斯表示,西班牙政府已经承诺将为汽车行业提供约20亿欧元资金,以便增加电动汽车的生产。</p><p>桑切斯表示,西班牙政府将尽力使该国电动汽车生产领域取得重大进展。他同时表示,欧盟各国需要巩固脱碳方面取得的进展,从而应对气候变化带来的影响。</p><p>7、经济衰退信号重现 美国10月制造业PMI两年来首破枯荣线 服务业第四个月萎缩</p><p>美国10月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>制造业PMI初值49.9,创2020年6月份以来新低;服务业PMI初值46.6,不及预期和前值,连续四个月萎缩;综合PMI初值47.3,也不及预期和前值。PMI调查凸显美国经济在第四季度收缩风险加剧。</p><p>美国最新的PMI数据显示,该国经济衰退信号重现。美国10月制造业PMI两年来首次跌破枯荣线,服务业PMI连续四个月萎缩。</p><p>8、欧元区制造业PMI续创新低 综合PMI连续四个月低于“荣枯线”</p><p>据新华财经消息,10月24日下午,欧元区10月份PMI数据出炉。其中,欧元区10月份制造业PMI初值录得46.6,创2020年6月份以来新低。服务业PMI初值录得48.2,符合市场预期,但仍为近20个月以来新低。综合PMI初值录得47.1,低于此前市场预期的47.6,创近23个月以来新低,也连续四个月低于“荣枯线”。</p><p>9、英央行副行长:能源价格援助方案是决定下周利率调整的关键因素</p><p>当地时间10月24日,英国央行副行长拉姆斯登(Dave Ramsden)表示,政府对家庭能源援助的未来是官员们下周决定利率时必须权衡的一个关键因素,因为它将对通货膨胀的路径产生影响。</p><p>拉姆斯登当天在议会财政委员会发言时说,央行已经从财政大臣杰里米·亨特的团队那里获得了一些关于10月31日财政声明的信息。亨特上周表示,他将在4月份削减政府补贴家庭燃料费的计划,而不是让它按计划运行那么久,并用一个更有针对性的计划取而代之。</p><p><b>公司消息</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2278789406\" target=\"_blank\"><b>苹果上调Apple TV+和Apple Music等流媒体服务价格</b></a></p><p>当地时间周一(10月24日),苹果公司提高了其流媒体服务Apple TV+和Apple Music在美国地区的订阅费用,即日生效。这是该公司首次上调流媒体服务价格。苹果将Apple Music的个人订阅费用从9.99美元/月上调至10.99美元/月,将Apple TV+的个人月费从4.99美元上调至6.99美元。Apple One(Apple Music和Apple TV等服务的捆绑包)个人月费起价从14.95美元提高到16.95美元。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2278859647\" target=\"_blank\"><b>推特员工抗议马斯克裁员计划</b></a></p><p>据媒体报道,社交媒体平台推特公司的员工内部正在传播一封公开信,抗议世界首富埃隆·马斯克解雇该公司75%员工的计划。</p><p>推特员工在信中表示:“埃隆·马斯克计划解雇75%推特的员工,这将损害推特服务公众对话的能力。这种级别的威胁是鲁莽的,破坏了我们的用户和客户对我们平台的信任,是一种明显的恐吓员工的行为。”</p><p>推特员工要求马斯克承诺,如果他的收购成功,将保持推特目前的员工人数。他们还要求马斯克不得因政治信仰而歧视员工,承诺公平的离职政策,并就工作条件进行更多沟通。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2278207787\" target=\"_blank\"><b>Meta股东公开致信扎克伯格:减少对元宇宙的投资</b></a></p><p>当地时间周一,Altimeter Capital董事长兼首席执行官Brad Gerstne致信扎克伯格与Meta董事会,呼吁大幅减少对元宇宙的投入。</p><p>Altimeter是Meta的股东,截至今年二季度末,持有超过200万股Meta股票。在过去的18个月中,Meta股价累计下跌了55%,跌幅远高于大型科技同行平均的19%。</p><p>在公开信中,Gerstner强调,股价下跌反映的不仅仅是市场情绪低迷,主要是市场对公司失去信心,“Meta需要保持财务健康,重新建立投资者、员工和科技界对其的信心。”</p><p>为了让公司恢复吸引力,他为Meta制定了一揽子“瘦身”计划:减少至少20%的员工开支;将每年的资本性支出从300亿美元削减到250亿美元;将每年投入元宇宙项目的金额控制在50亿美元以内。</p><p><b>4、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克据称有意投资墨西哥北部边境州</b></p><p>据媒体援引消息人士报道,特斯拉CEO埃隆·马斯克正考虑在墨西哥北部的新莱昂州进行投资。新莱昂州与美国得克萨斯州接壤。知情人士称,马斯克最近在新莱昂州与该州州长Samuel Garcia、其他当地官员以及美国驻墨西哥大使Ken Salazar举行了会议。据悉,马斯克尤其关注圣卡塔琳娜市,这是墨西哥最大、最富有的城市之一。不过,知情人士并未详细说明马斯克的潜在投资内容。</p><p><b>5、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>接近出售证券化产品部门</b></p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>集团正在加紧完成出售证券化产品部门,两家集团正在争相收购该部门。几天后,这家陷入困境的瑞士银行将公布其华尔街大型部门整改的细节。在经历了一系列财务亏损和丑闻之后,这家瑞士银行正在出售价值数十亿美元的资产,以支付战略转变的费用。分析师表示,瑞士信贷可能仍需要额外资金,以让投资者相信,其可以撤出一些不再被视为核心的业务和国家。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2278836507\" target=\"_blank\"><b>受能源危机影响 德国四分之一家族企业计划裁员</b></a></p><p>当地时间24日,德国伊弗经济研究所公布了一项最新调查结果,该报告显示,能源危机正在引发德国劳动力市场动荡。由于成本高昂,四分之一的德国家族企业正在计划裁员。</p><p>该调查受德国家族企业基金会委托进行,调查结果显示25%的德国家族企业正在考虑裁员,而在4月份进行的上一次调查中,该比例仅为14%。除此之外,57%的受调查企业表示正在推迟投资行为。</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2277271107\" target=\"_blank\"><b>丰田考虑重启电动车战略 瞄准特斯拉</b></a></p><p>据消息人士透露,丰田汽车正考虑重新启动其电动汽车战略,以更好地参与该领域市场的竞争,并已停止现有电动汽车项目的一些工作。若正在审查的提案被采纳,将意味着丰田的重大转变,并改写该公司去年宣布的380亿美元电动汽车计划,以更好地与特斯拉等公司竞争。</p><p>消息人士表示,丰田内部的一个工作组正负责筹备工作,以在明年初之前列出对其现有电动车平台的改进或新架构计划。同时,丰田已暂停12月宣布的30个电动车项目中的一些工作,包括丰田紧凑型Cruiser和电池电动车丰田皇冠。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146302238","content_text":"摘要:欧美股市集体反弹,道指涨1.34%;印裔小伙苏纳克当选英国保守党党首,将出任下一任首相;欧天然气又崩了,6月以来首次跌破100欧元/兆瓦时。海外市场1、市场期待加息步伐放缓美股收高道指涨1.34%美东时间周一,上周五的乐观情绪得以延续,三大指数集体收涨,投资者密切关注美联储将放缓加息步伐的可能性。投资者关注美股财报与美联储的货币政策前景。美国最大的五家科技公司——Alphabet、亚马逊、苹果、Meta和微软均将在本周公布财报。截至收盘,纳斯达克指数涨幅为0.86%;道琼斯指数涨幅为1.34%;标普500指数涨幅为1.19%。大型科技股多数上涨,苹果涨1.48%,亚马逊涨0.42%,Meta跌0.85%,谷歌涨1.37%,微软涨2.12%,奈飞跌2.46%。银行股集体上涨,高盛涨超1%,摩根大通、花旗、摩根士丹利、美国银行、富国银行小幅上涨。2、热门中概股多数下跌京东跌超13%热门中概股几乎全线下跌,纳斯达克中国金龙指数跌14.43%。阿里巴巴跌12.51%,京东跌13.02%,拼多多跌24.61%,哔哩哔哩跌16.83%,百度跌12.58%,新东方跌16.02%,网易跌9.85%,腾讯音乐跌4.96%,贝壳跌16.14%,好未来跌17.26%,满帮跌13.92%,爱奇艺跌0.99%。3、欧股全线收涨德国DAX30指数涨1.58%欧股主要指数周一收盘全线上涨,德国DAX30指数涨1.58%,法国CAC40指数涨1.59%,英国富时100指数涨0.64%,欧洲斯托克50指数涨1.47%。4、周一美国WTI原油收跌0.6% 天然气大涨4.8%纽约商品交易所12月交割的西德州中质原油(WTI)期货价格下跌47美分,跌幅近0.6%,收于每桶84.58美元。11月交割的天然气期货价格上涨24美分,涨幅为4.8%,收于每百万英国热量单位5.199美元。市场继续关注原油市场的供应紧张与需求前景疲软等因素对油价的影响。5、周一纽约黄金期货小幅收跌0.1%周一,纽约商品交易所12月交割的黄金期货价格下跌2.20美元,跌幅为0.1%,收于每盎司1654.10美元。美国国债收益率小幅下滑,令金价得到支撑。国际宏观1、印裔小伙苏纳克当选英国保守党党首 将出任下一任首相当地时间周一(10月24日),英国执政党保守党党首竞选结果出炉。随着其他候选人的相继退出,前财政大臣里希·苏纳克作为唯一一名候选人,自动当选英国保守党新党首,他将接替上任仅45天即辞职的特拉斯,出任英国首相。在约翰逊被逼下台之后,苏纳克和特拉斯进行了保守党党首角逐,但最终不敌特拉斯。未曾想,短短45天之后,机会又给到了苏纳克,这一次,他终于当选,也将成为该国历史上第一位印度裔首相。苏纳克当选的消息公布后,英国国债保持涨势,10年期英债收益率跌近31个基点至3.746%,至9月23日宣布减税政策来最低。两年期收益率跌37个基点至3.428%,创1993年来最大单日跌幅。2、美财长耶伦:密切关注美国金融体系可能出现的风险美东时间周一,美国财政部长耶伦在纽约发表演讲时表示,目前能源价格飙升、全球金融市场波动加剧,这些因素可能会造成美国金融市场的不稳定。耶伦表示,美国财政部正在密切关注着金融体系可能会出现的“风险”。不过到目前为止,美国金融体系还没有成为经济不稳定的根源,仍然具有弹性。3、欧洲天然气价格一度大跌近20% 分析师警告称真正考验尚未到来当地时间周一(10月24日),欧洲天然气期货一度大跌18%,自6月以来首次跌破100欧元/兆瓦时,欧洲异常温暖的天气以及充足的天然气缓解了市场对今年冬季能源供应的担忧。欧洲天然气期货已经较8月份的高点下跌了约70%,当地的温暖天气预计将持续到下个月,从而推迟了该地区的供暖季节,这意味着欧洲将更多的时间来补充天然气储备。4、500亿美元砸下去就掀起一点涟漪 日本当局也很无奈当地时间周一,日元汇率一度从1美元兑149日元骤升至1美元兑145日元,但之后迅速回落到1美元兑148日元,日元重返跌势。这是继上周五之后,日元汇率再次出现剧烈波动,市场猜测日本政府可能在外汇市场又进行了干预。在上周五晚间,日本当局也进行了干预汇市的行动,推动日元快速走高收复多个关口,但很显然,日本的干预效果极为有效,几百亿美元投下去,然后在市场上掀起一点涟漪,随即便被抚平,干预的影响被抹去了。根据媒体援引外汇交易商的测算,单单就上周五这种规模的操作,日本央行就要花掉约5.5万亿日元(约370亿美元),周一又投入了大概130亿美元。5、越南央行加息100基点 一个月内第二次出手 表态愿意干预外汇市场越南股市重挫、货币屡创新低之际,越南央行宣布大幅加息,表示密切关注本国和海外市场,以及时进行相应管理和动用货币工具。市场人士指出,越南加息旨在防止进一步消耗该国的外汇储备,有估计称该国年内消耗了约20%的外储。越南央行周一表示,为遏制通胀风险、维持稳定并保护银行体系,将政策利率上调100个基点,其中,再融资利率从5%升至6%,贴现率从3.5%升至4.5%。此外,越南当局还将根据到期期限将商业银行的越南盾存款利率上限提高50至100个基点。6、西班牙首相宣布该国将为电动汽车生产增加投资当地时间10月24日,西班牙首相桑切斯表示,西班牙政府已经承诺将为汽车行业提供约20亿欧元资金,以便增加电动汽车的生产。桑切斯表示,西班牙政府将尽力使该国电动汽车生产领域取得重大进展。他同时表示,欧盟各国需要巩固脱碳方面取得的进展,从而应对气候变化带来的影响。7、经济衰退信号重现 美国10月制造业PMI两年来首破枯荣线 服务业第四个月萎缩美国10月Markit制造业PMI初值49.9,创2020年6月份以来新低;服务业PMI初值46.6,不及预期和前值,连续四个月萎缩;综合PMI初值47.3,也不及预期和前值。PMI调查凸显美国经济在第四季度收缩风险加剧。美国最新的PMI数据显示,该国经济衰退信号重现。美国10月制造业PMI两年来首次跌破枯荣线,服务业PMI连续四个月萎缩。8、欧元区制造业PMI续创新低 综合PMI连续四个月低于“荣枯线”据新华财经消息,10月24日下午,欧元区10月份PMI数据出炉。其中,欧元区10月份制造业PMI初值录得46.6,创2020年6月份以来新低。服务业PMI初值录得48.2,符合市场预期,但仍为近20个月以来新低。综合PMI初值录得47.1,低于此前市场预期的47.6,创近23个月以来新低,也连续四个月低于“荣枯线”。9、英央行副行长:能源价格援助方案是决定下周利率调整的关键因素当地时间10月24日,英国央行副行长拉姆斯登(Dave Ramsden)表示,政府对家庭能源援助的未来是官员们下周决定利率时必须权衡的一个关键因素,因为它将对通货膨胀的路径产生影响。拉姆斯登当天在议会财政委员会发言时说,央行已经从财政大臣杰里米·亨特的团队那里获得了一些关于10月31日财政声明的信息。亨特上周表示,他将在4月份削减政府补贴家庭燃料费的计划,而不是让它按计划运行那么久,并用一个更有针对性的计划取而代之。公司消息1、苹果上调Apple TV+和Apple Music等流媒体服务价格当地时间周一(10月24日),苹果公司提高了其流媒体服务Apple TV+和Apple Music在美国地区的订阅费用,即日生效。这是该公司首次上调流媒体服务价格。苹果将Apple Music的个人订阅费用从9.99美元/月上调至10.99美元/月,将Apple TV+的个人月费从4.99美元上调至6.99美元。Apple One(Apple Music和Apple TV等服务的捆绑包)个人月费起价从14.95美元提高到16.95美元。2、推特员工抗议马斯克裁员计划据媒体报道,社交媒体平台推特公司的员工内部正在传播一封公开信,抗议世界首富埃隆·马斯克解雇该公司75%员工的计划。推特员工在信中表示:“埃隆·马斯克计划解雇75%推特的员工,这将损害推特服务公众对话的能力。这种级别的威胁是鲁莽的,破坏了我们的用户和客户对我们平台的信任,是一种明显的恐吓员工的行为。”推特员工要求马斯克承诺,如果他的收购成功,将保持推特目前的员工人数。他们还要求马斯克不得因政治信仰而歧视员工,承诺公平的离职政策,并就工作条件进行更多沟通。3、Meta股东公开致信扎克伯格:减少对元宇宙的投资当地时间周一,Altimeter Capital董事长兼首席执行官Brad Gerstne致信扎克伯格与Meta董事会,呼吁大幅减少对元宇宙的投入。Altimeter是Meta的股东,截至今年二季度末,持有超过200万股Meta股票。在过去的18个月中,Meta股价累计下跌了55%,跌幅远高于大型科技同行平均的19%。在公开信中,Gerstner强调,股价下跌反映的不仅仅是市场情绪低迷,主要是市场对公司失去信心,“Meta需要保持财务健康,重新建立投资者、员工和科技界对其的信心。”为了让公司恢复吸引力,他为Meta制定了一揽子“瘦身”计划:减少至少20%的员工开支;将每年的资本性支出从300亿美元削减到250亿美元;将每年投入元宇宙项目的金额控制在50亿美元以内。4、特斯拉CEO马斯克据称有意投资墨西哥北部边境州据媒体援引消息人士报道,特斯拉CEO埃隆·马斯克正考虑在墨西哥北部的新莱昂州进行投资。新莱昂州与美国得克萨斯州接壤。知情人士称,马斯克最近在新莱昂州与该州州长Samuel Garcia、其他当地官员以及美国驻墨西哥大使Ken Salazar举行了会议。据悉,马斯克尤其关注圣卡塔琳娜市,这是墨西哥最大、最富有的城市之一。不过,知情人士并未详细说明马斯克的潜在投资内容。5、瑞士信贷接近出售证券化产品部门瑞士信贷集团正在加紧完成出售证券化产品部门,两家集团正在争相收购该部门。几天后,这家陷入困境的瑞士银行将公布其华尔街大型部门整改的细节。在经历了一系列财务亏损和丑闻之后,这家瑞士银行正在出售价值数十亿美元的资产,以支付战略转变的费用。分析师表示,瑞士信贷可能仍需要额外资金,以让投资者相信,其可以撤出一些不再被视为核心的业务和国家。6、受能源危机影响 德国四分之一家族企业计划裁员当地时间24日,德国伊弗经济研究所公布了一项最新调查结果,该报告显示,能源危机正在引发德国劳动力市场动荡。由于成本高昂,四分之一的德国家族企业正在计划裁员。该调查受德国家族企业基金会委托进行,调查结果显示25%的德国家族企业正在考虑裁员,而在4月份进行的上一次调查中,该比例仅为14%。除此之外,57%的受调查企业表示正在推迟投资行为。7、丰田考虑重启电动车战略 瞄准特斯拉据消息人士透露,丰田汽车正考虑重新启动其电动汽车战略,以更好地参与该领域市场的竞争,并已停止现有电动汽车项目的一些工作。若正在审查的提案被采纳,将意味着丰田的重大转变,并改写该公司去年宣布的380亿美元电动汽车计划,以更好地与特斯拉等公司竞争。消息人士表示,丰田内部的一个工作组正负责筹备工作,以在明年初之前列出对其现有电动车平台的改进或新架构计划。同时,丰田已暂停12月宣布的30个电动车项目中的一些工作,包括丰田紧凑型Cruiser和电池电动车丰田皇冠。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662876498,"gmtCreate":1666361126714,"gmtModify":1666361127965,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手又名kuaisi[黑眼圈] ","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手又名kuaisi[黑眼圈] ","text":"$快手-W(01024)$快手又名kuaisi[黑眼圈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662876498","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666703933,"gmtCreate":1665976054522,"gmtModify":1665976056705,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干就完了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干就完了","text":"$特斯拉(TSLA)$干就完了","images":[{"img":"https://static.tigerbbs.com/6fff86edbbdb69e467285c89739171f0","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666703933","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":682450372,"gmtCreate":1659147429900,"gmtModify":1659147429900,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"预摘牌怎么解读<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","listText":"预摘牌怎么解读<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"预摘牌怎么解读$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682450372","repostId":"1192403917","repostType":2,"repost":{"id":"1192403917","pubTimestamp":1659097419,"share":"https://www.laohu8.com/m/news/1192403917?lang=&edition=full","pubTime":"2022-07-29 20:23","market":"hk","language":"zh","title":"阿里申请“双重主要上市”,能否扭转股价颓势?","url":"https://stock-news.laohu8.com/highlight/detail?id=1192403917","media":"零壹财经","summary":"7月26日,$阿里巴巴$发布公告,宣布将申请香港为双重主要上市地,预期将于2022年底前生效。作为中国互联网巨头之一,阿里巴巴此举引起了市场广泛的关注和解读,其中包括对其股价及经营的影响。财报披露,阿里巴巴2022年净利润的减少主要原因是所持有的上市公司股权投资的市场价格下跌而产生净损失,而2021财年为净收益。对于阿里巴巴拟在港转为双重上市对股价及企业经营的影响,无需过度解读。","content":"<html><head></head><body><p>7月26日,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>发布公告,宣布将申请香港为双重主要上市地,预期将于2022年底前生效。同日,阿里巴巴公布了2022财年年报。</p><p>阿里巴巴于2014年登陆纽交所,2019年11月在香港第二上市。此次如在香港完成主要上市,将有更多机会纳入沪股通或深股通,将投资者扩大至A股投资者。</p><p>作为中国互联网巨头之一,阿里巴巴此举引起了市场广泛的关注和解读,其中包括对其股价及经营的影响。股价最终反映的是企业未来经营与业绩的预期,具体的上市地点及上市方式并非股价的最终影响因素,对企业经营层面的影响也非常有限。</p><p><b>一、股价颓势与业绩下滑</b></p><p><b>在过去的近两年时间里,阿里巴巴的股价经历了自2014年9月在纽交所上市以来持续时间最长、幅度最大的下跌。</b>按2020年10月最高点收盘价317.14美元及2022年3月最低点收盘价76.76美元计算,这一波下跌的最大幅度为75.8%。截止2022年7月27日收盘,阿里巴巴每股收于102.78美元,较3月低点收盘价反弹了33.9%,但仍处于年线之下,市值2722亿美元,市盈率(TTM)27.9倍,市净率1.8倍。</p><p><b>图1 阿里巴巴纽交所上市以来股价走势</b></p><p><img src=\"https://static.tigerbbs.com/3c9ae9a103844d5ad12e92a76aca57fe\" tg-width=\"977\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p><b>资料来源:Wind</b></p><p>造成股价下跌的因素是多方面的,包括国家对互联网行业的监管,中美审计监管协调的矛盾带来的退市风险,互联网行业自身所处的发展阶段,而最直接的因素应该是阿里巴巴本身的业绩变化。7月26日阿里巴巴披露了截至3月底的2022财年年报,对照近三个财年的业绩,阿里巴巴面对股价的大幅下跌,应该不会感到“委屈”。</p><p><b>表1 阿里巴巴近三个财年业绩情况(单位:亿元)</b></p><p><img src=\"https://static.tigerbbs.com/f3c75e1072a3b5ec38dde1c68e8f7fe0\" tg-width=\"1080\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/></p><p><b>资料来源:阿里巴巴2022财年年报,零壹智库</b></p><p>近三个财年,阿里巴巴经历了收入增速下滑及净利润增长停滞和下滑:总收入从2020财年的5097.1亿元增长41%至2021财年的7172.9亿元,进一步增长19%至2022财年的8530.6亿元,但增速降低了22个百分点;净利润从2020财年的1403.5亿元同比增长2%至2021财年的1432.8亿元,2022财年同比大幅下滑67%至470.8亿元;不考虑股权激励费用及无形资产摊销及减值等因素的非公认会计准则净利润从2020财年的1324.8亿元增长30%至2021财年的1719.9亿元,2022财年同比减少21%至1363.9亿元。</p><p><b>财报披露,阿里巴巴2022年净利润的减少主要原因是所持有的上市公司股权投资的市场价格下跌而产生净损失,而2021财年为净收益。</b></p><p>在经营层面上,2022财年经营利润也有所减少。阿里巴巴2022财年的经营利润为696.4亿元,较2021财年的896.8亿元减少22%,收入占比也从2021财年的13%降至8%,表明盈利比例有所下降。不考虑与数字媒体及娱乐分部相关的商誉减值,<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>的股权激励费用调整,以及反垄断法罚款等影响,2022财年经营利润为817.3亿元,较2021财年减少416.8亿元,主要是由于“对淘特和淘菜菜的投入增加,为用户增长而增加的费用及支持商家的举措”。2022财年,阿里巴巴的销售及市场费用为1198亿元,同比增长47%,大幅超过收入19%的增幅。</p><p>纵向来看,<b>阿里巴巴2022财年19%的营收增速虽然并不低,但创下了阿里巴巴上市以来的最低增速,而年度净利润的下滑是上市以来的第二次,上一次出现在2017年。</b>2017年净利润下滑之后重回增长轨道,这一次的净利润下滑之后,阿里巴巴会走向哪里呢?</p><p><b>二、云业务的想象空间</b></p><p>在2022财年年报中,阿里巴巴分7个板块披露了业务及业绩情况,包括中国商业、国际商业、本地生活服务、菜鸟、云、数字媒体及娱乐、创新业务及其他。<b>其中,中国商业是最传统也是创收及盈利的主要业务板块,其他6个板块均处于投入期,未贡献利润。</b></p><p>中国商业板块分为中国零售商业及中国批发商业。其中,中国零售商业包括淘宝、天猫、陶特、淘菜菜、盒马、天猫超市、<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>、天猫国际及<a href=\"https://laohu8.com/S/00241\">阿里健康</a>,中国批发商业包括1688.com在内的批发业务。</p><p><img src=\"https://static.tigerbbs.com/c4f67cccd387d9b2228f5e5090d8d384\" tg-width=\"647\" tg-height=\"497\" referrerpolicy=\"no-referrer\"/></p><p>中国商业是唯一贡献正的经营利润的业务板块,近三个财年,中国商业贡献收入占比保持相对稳定,但2022财年营收增速有所回落。2020财年、2021财年及2022财年,中国商业分别贡献收入3519.8亿元、5016.8亿元及5927.1亿元,占比分别为69%、70%及69%;2021财年及2022财年分别增长42.5%及18.1%。收入增速回落的同时,中国商业板块贡献经营利润减少,2022财年贡献经营利润1722.2亿元,同比减少12.6%;不考虑股权激励费用、无形资产摊销和商誉减值的经调整EBITA为1821.1亿元,同比减少14.7%,这在一定程度上限制了中国商业板块未来贡献增量盈利的想象空间。</p><p><b>云业务是阿里巴巴收入贡献的第二大板块。</b>2020财年、2021财年及2022财年,云业务分别贡献收入403亿元、605.6亿元及745.7亿元,占比分别为8%、8%及9%,2021财年及2022财年的增速分别为50.3%及23.1%,虽然增速也出现了明显下滑,但整体上高于中国商业板块增速。同时,2022财年云业务首次实现正的经调整EBITA,达11.5亿元。虽然云业务目前从营收到盈利的比例均较小,但阿里云的龙头地位及行业的增长前景,为未来贡献增量盈利带来了想象空间。</p><p><img src=\"https://static.tigerbbs.com/77d729b4aa0aa908a6557f59149956ba\" tg-width=\"644\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p><b>三、香港双重主要上市对企业经营及股价的影响无需过度解读</b></p><p>对于上市企业来说,经营层面与股市之间的关联在于资金的“往来”:企业在IPO及上市后的增发中筹资,并在监管下严格按披露的资金用途使用,从而为业务发展提速;企业在上市后回购股份或发放股息,则向股市“回吐”资金,股价会相应反馈。同时,上市对于企业还具有“营销”的意义,扩大知名度,提升品牌认知甚至提升信誉。除此之外,上市公司的经营与二级市场之间是两个平行世界,二级市场的股价表现“映射”企业运营情况,但不会影响到企业的战略、业绩增长等基本面,具体上市的形式与地点也不会影响到基本面,相反,企业的基本面情况会在股价表现上有所体现。</p><p>对于阿里巴巴拟在港转为双重上市对股价及企业经营的影响,无需过度解读。</p><p><b>在2022财报中,阿里巴巴董事局主席兼首席执行官张勇提出三大战略:消费、云计算和全球化。</b>对于投资者来说,决定股价表现的是阿里盈利能否重回增长轨道。对于阿里巴巴来说,可能着眼点在于未来长期的发展方向及业务布局,而未必是短缺的盈利及股价修复。</p></body></html>","source":"lsy1589350393298","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里申请“双重主要上市”,能否扭转股价颓势?</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阿里申请“双重主要上市”,能否扭转股价颓势?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 20:23 北京时间 <a href=https://mp.weixin.qq.com/s/lMlth4GU040_4tE-TOtJxw><strong>零壹财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月26日,阿里巴巴发布公告,宣布将申请香港为双重主要上市地,预期将于2022年底前生效。同日,阿里巴巴公布了2022财年年报。阿里巴巴于2014年登陆纽交所,2019年11月在香港第二上市。此次如在香港完成主要上市,将有更多机会纳入沪股通或深股通,将投资者扩大至A股投资者。作为中国互联网巨头之一,阿里巴巴此举引起了市场广泛的关注和解读,其中包括对其股价及经营的影响。股价最终反映的是企业未来经营与...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/lMlth4GU040_4tE-TOtJxw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a0f307a3600baee3731283504a4790b5","relate_stocks":{"BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4526":"热门中概股","BK4503":"景林资产持仓","09988":"阿里巴巴-W","BK4581":"高盛持仓","BK4504":"桥水持仓","BABA":"阿里巴巴","BK4565":"NFT概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4558":"双十一"},"source_url":"https://mp.weixin.qq.com/s/lMlth4GU040_4tE-TOtJxw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192403917","content_text":"7月26日,阿里巴巴发布公告,宣布将申请香港为双重主要上市地,预期将于2022年底前生效。同日,阿里巴巴公布了2022财年年报。阿里巴巴于2014年登陆纽交所,2019年11月在香港第二上市。此次如在香港完成主要上市,将有更多机会纳入沪股通或深股通,将投资者扩大至A股投资者。作为中国互联网巨头之一,阿里巴巴此举引起了市场广泛的关注和解读,其中包括对其股价及经营的影响。股价最终反映的是企业未来经营与业绩的预期,具体的上市地点及上市方式并非股价的最终影响因素,对企业经营层面的影响也非常有限。一、股价颓势与业绩下滑在过去的近两年时间里,阿里巴巴的股价经历了自2014年9月在纽交所上市以来持续时间最长、幅度最大的下跌。按2020年10月最高点收盘价317.14美元及2022年3月最低点收盘价76.76美元计算,这一波下跌的最大幅度为75.8%。截止2022年7月27日收盘,阿里巴巴每股收于102.78美元,较3月低点收盘价反弹了33.9%,但仍处于年线之下,市值2722亿美元,市盈率(TTM)27.9倍,市净率1.8倍。图1 阿里巴巴纽交所上市以来股价走势资料来源:Wind造成股价下跌的因素是多方面的,包括国家对互联网行业的监管,中美审计监管协调的矛盾带来的退市风险,互联网行业自身所处的发展阶段,而最直接的因素应该是阿里巴巴本身的业绩变化。7月26日阿里巴巴披露了截至3月底的2022财年年报,对照近三个财年的业绩,阿里巴巴面对股价的大幅下跌,应该不会感到“委屈”。表1 阿里巴巴近三个财年业绩情况(单位:亿元)资料来源:阿里巴巴2022财年年报,零壹智库近三个财年,阿里巴巴经历了收入增速下滑及净利润增长停滞和下滑:总收入从2020财年的5097.1亿元增长41%至2021财年的7172.9亿元,进一步增长19%至2022财年的8530.6亿元,但增速降低了22个百分点;净利润从2020财年的1403.5亿元同比增长2%至2021财年的1432.8亿元,2022财年同比大幅下滑67%至470.8亿元;不考虑股权激励费用及无形资产摊销及减值等因素的非公认会计准则净利润从2020财年的1324.8亿元增长30%至2021财年的1719.9亿元,2022财年同比减少21%至1363.9亿元。财报披露,阿里巴巴2022年净利润的减少主要原因是所持有的上市公司股权投资的市场价格下跌而产生净损失,而2021财年为净收益。在经营层面上,2022财年经营利润也有所减少。阿里巴巴2022财年的经营利润为696.4亿元,较2021财年的896.8亿元减少22%,收入占比也从2021财年的13%降至8%,表明盈利比例有所下降。不考虑与数字媒体及娱乐分部相关的商誉减值,蚂蚁集团的股权激励费用调整,以及反垄断法罚款等影响,2022财年经营利润为817.3亿元,较2021财年减少416.8亿元,主要是由于“对淘特和淘菜菜的投入增加,为用户增长而增加的费用及支持商家的举措”。2022财年,阿里巴巴的销售及市场费用为1198亿元,同比增长47%,大幅超过收入19%的增幅。纵向来看,阿里巴巴2022财年19%的营收增速虽然并不低,但创下了阿里巴巴上市以来的最低增速,而年度净利润的下滑是上市以来的第二次,上一次出现在2017年。2017年净利润下滑之后重回增长轨道,这一次的净利润下滑之后,阿里巴巴会走向哪里呢?二、云业务的想象空间在2022财年年报中,阿里巴巴分7个板块披露了业务及业绩情况,包括中国商业、国际商业、本地生活服务、菜鸟、云、数字媒体及娱乐、创新业务及其他。其中,中国商业是最传统也是创收及盈利的主要业务板块,其他6个板块均处于投入期,未贡献利润。中国商业板块分为中国零售商业及中国批发商业。其中,中国零售商业包括淘宝、天猫、陶特、淘菜菜、盒马、天猫超市、高鑫零售、天猫国际及阿里健康,中国批发商业包括1688.com在内的批发业务。中国商业是唯一贡献正的经营利润的业务板块,近三个财年,中国商业贡献收入占比保持相对稳定,但2022财年营收增速有所回落。2020财年、2021财年及2022财年,中国商业分别贡献收入3519.8亿元、5016.8亿元及5927.1亿元,占比分别为69%、70%及69%;2021财年及2022财年分别增长42.5%及18.1%。收入增速回落的同时,中国商业板块贡献经营利润减少,2022财年贡献经营利润1722.2亿元,同比减少12.6%;不考虑股权激励费用、无形资产摊销和商誉减值的经调整EBITA为1821.1亿元,同比减少14.7%,这在一定程度上限制了中国商业板块未来贡献增量盈利的想象空间。云业务是阿里巴巴收入贡献的第二大板块。2020财年、2021财年及2022财年,云业务分别贡献收入403亿元、605.6亿元及745.7亿元,占比分别为8%、8%及9%,2021财年及2022财年的增速分别为50.3%及23.1%,虽然增速也出现了明显下滑,但整体上高于中国商业板块增速。同时,2022财年云业务首次实现正的经调整EBITA,达11.5亿元。虽然云业务目前从营收到盈利的比例均较小,但阿里云的龙头地位及行业的增长前景,为未来贡献增量盈利带来了想象空间。三、香港双重主要上市对企业经营及股价的影响无需过度解读对于上市企业来说,经营层面与股市之间的关联在于资金的“往来”:企业在IPO及上市后的增发中筹资,并在监管下严格按披露的资金用途使用,从而为业务发展提速;企业在上市后回购股份或发放股息,则向股市“回吐”资金,股价会相应反馈。同时,上市对于企业还具有“营销”的意义,扩大知名度,提升品牌认知甚至提升信誉。除此之外,上市公司的经营与二级市场之间是两个平行世界,二级市场的股价表现“映射”企业运营情况,但不会影响到企业的战略、业绩增长等基本面,具体上市的形式与地点也不会影响到基本面,相反,企业的基本面情况会在股价表现上有所体现。对于阿里巴巴拟在港转为双重上市对股价及企业经营的影响,无需过度解读。在2022财报中,阿里巴巴董事局主席兼首席执行官张勇提出三大战略:消费、云计算和全球化。对于投资者来说,决定股价表现的是阿里盈利能否重回增长轨道。对于阿里巴巴来说,可能着眼点在于未来长期的发展方向及业务布局,而未必是短缺的盈利及股价修复。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":655368060,"gmtCreate":1685322309851,"gmtModify":1685322311272,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a 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[微笑]","text":"不懂就问,获利占比%个位数,要拉升还早? [微笑]","html":"不懂就问,获利占比%个位数,要拉升还早? [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340440583360520,"gmtCreate":1724145746572,"gmtModify":1724145874961,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"这么好的业绩,在我村这种垃圾市场,我怀疑tmd明天高开低走","listText":"这么好的业绩,在我村这种垃圾市场,我怀疑tmd明天高开低走","text":"这么好的业绩,在我村这种垃圾市场,我怀疑tmd明天高开低走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/340440583360520","repostId":"1160380854","repostType":2,"repost":{"id":"1160380854","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1724142715,"share":"https://www.laohu8.com/m/news/1160380854?lang=&edition=full","pubTime":"2024-08-20 16:31","market":"us","language":"zh","title":"快手二季度营收309.8亿元,净利润39.8亿元,均超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1160380854","media":"老虎资讯综合","summary":"预估303.7亿元人民币。","content":"<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元,预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元,预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度,电商业务GMV达到3053亿元,同比增长15%;</p><p style=\"text-align: start;\">第二季度,直播业务收入为93亿元,同比下降6.7%;</p><p style=\"text-align: start;\">第二季度,海外收入达到11亿元,同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>快手二季度营收309.8亿元,净利润39.8亿元,均超出预期</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快手二季度营收309.8亿元,净利润39.8亿元,均超出预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-20 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元,预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元,预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度,电商业务GMV达到3053亿元,同比增长15%;</p><p style=\"text-align: start;\">第二季度,直播业务收入为93亿元,同比下降6.7%;</p><p style=\"text-align: start;\">第二季度,海外收入达到11亿元,同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380854","content_text":"快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。第二季度净利润39.8亿元,预估34.8亿元。第二季度调整后净利润46.8亿元,预估43.4亿元。第二季度调整后EBITDA 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加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347937281925240","repostId":"2466433366","repostType":2,"repost":{"id":"2466433366","pubTimestamp":1725966748,"share":"https://www.laohu8.com/m/news/2466433366?lang=&edition=full","pubTime":"2024-09-10 19:12","market":"us","language":"zh","title":"阿里25年周年马云内部发声:阿里之所以是阿里,是因为理想主义和情怀","url":"https://stock-news.laohu8.com/highlight/detail?id=2466433366","media":"潮新闻","summary":"9月10日是阿里巴巴成立25周年,马云在阿里巴巴内网发帖鼓励阿里人:“阿里之所以是阿里,那是因为我们有理想主义精神,我们相信未来,我们相信市场,我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。","content":"<html><head></head><body><p>9月10日是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>成立25周年,马云在阿里巴巴内网发帖鼓励阿里人:<strong>“阿里之所以是阿里,那是因为我们有理想主义精神,我们相信未来,我们相信市场,我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。”</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb5a90d4f87faefe21822fb39f107b7f\" title=\"\" tg-width=\"433\" tg-height=\"2233\"/></p><p>马云说:“感恩时代,感恩所有为阿里的梦想做出各种贡献的阿里人,感恩我们客户对我们的信任和包容,感恩投资者对我们的理解和支持,还有社会各界对我们的宽容,我们把自己从相信未来的公司变成了创造未来的公司。”</p><p>谈到25年,马云提到最多的一个词是“骄傲”。</p><p>他说,25年我最骄傲的不是我们创办了多少家公司,而是这些公司给社会带来了多少的变化和价值。骄傲的不是我们赚了多少钱,市值多高,而是赚了钱以后的阿里人还有理想,还是有情有义。</p><p>他说,“我骄傲的是,没有支付,我们创建支付;没有物流,我们参与物流;没有互联网支撑技术,我们投入云;信用不值钱,我们让信用变得无价。我们相信技术可以也必须帮助每一个普通人,让每一个普通的老百姓因为技术也获得尊严。”</p><p>面向未来,他也直接地提到了目前互联网AI技术风起云涌,各个行业领域竞争激烈,阿里很多业务面临挑战。他说:“没有一家公司能在任何领域永远保持第一,而且只有竞争才能让自己更强大,让行业更健康,更何况阿里从来就不是被保护出来的公司”,“我们要时刻提醒自己不能在竞争和形势压力下丢失了自己。”</p></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里25年周年马云内部发声:阿里之所以是阿里,是因为理想主义和情怀</title>\n<style 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href=\"http://finance.eastmoney.com/a/202409103180154916.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"89988":"阿里巴巴-WR","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","BK4538":"云计算","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","BABA":"阿里巴巴","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0048580855.USD":"富达大中华区A","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","BK4535":"淡马锡持仓","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" 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ACC","BK4220":"综合零售"},"source_url":"http://finance.eastmoney.com/a/202409103180154916.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466433366","content_text":"9月10日是阿里巴巴成立25周年,马云在阿里巴巴内网发帖鼓励阿里人:“阿里之所以是阿里,那是因为我们有理想主义精神,我们相信未来,我们相信市场,我们更加相信只有为社会创造真正价值的善良公司才能坚持走完102年路程。”马云说:“感恩时代,感恩所有为阿里的梦想做出各种贡献的阿里人,感恩我们客户对我们的信任和包容,感恩投资者对我们的理解和支持,还有社会各界对我们的宽容,我们把自己从相信未来的公司变成了创造未来的公司。”谈到25年,马云提到最多的一个词是“骄傲”。他说,25年我最骄傲的不是我们创办了多少家公司,而是这些公司给社会带来了多少的变化和价值。骄傲的不是我们赚了多少钱,市值多高,而是赚了钱以后的阿里人还有理想,还是有情有义。他说,“我骄傲的是,没有支付,我们创建支付;没有物流,我们参与物流;没有互联网支撑技术,我们投入云;信用不值钱,我们让信用变得无价。我们相信技术可以也必须帮助每一个普通人,让每一个普通的老百姓因为技术也获得尊严。”面向未来,他也直接地提到了目前互联网AI技术风起云涌,各个行业领域竞争激烈,阿里很多业务面临挑战。他说:“没有一家公司能在任何领域永远保持第一,而且只有竞争才能让自己更强大,让行业更健康,更何况阿里从来就不是被保护出来的公司”,“我们要时刻提醒自己不能在竞争和形势压力下丢失了自己。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342720007630912,"gmtCreate":1724677105795,"gmtModify":1724677107687,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a 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境外疲软了,境内忧患","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342720007630912","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308932808200456,"gmtCreate":1716450796593,"gmtModify":1716450830850,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"pdd真的是甩阿里和jd好几条街了,这两个垃圾货,恨铁不成钢。","listText":"pdd真的是甩阿里和jd好几条街了,这两个垃圾货,恨铁不成钢。","text":"pdd真的是甩阿里和jd好几条街了,这两个垃圾货,恨铁不成钢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308932808200456","repostId":"1159095159","repostType":2,"repost":{"id":"1159095159","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1716449433,"share":"https://www.laohu8.com/m/news/1159095159?lang=&edition=full","pubTime":"2024-05-23 15:30","market":"hk","language":"zh","title":"知情人士:阿里巴巴考虑发行50亿美元可转债,最早本周发行","url":"https://stock-news.laohu8.com/highlight/detail?id=1159095159","media":"老虎资讯综合","summary":"最早本周发债。","content":"<html><head></head><body><p>彭博援引知情人士报道称,<strong>阿里巴巴在考虑发行可转债,拟募集约50亿美元资金,此举旨在为股票回购和增长提供资金。</strong>阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。</p><p>知情人士表示,最早可能在本周发行,但尚未做出最终决定。</p><p>阿里巴巴港股股价快速跳水,截至发稿跌近6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85364e0cdbf0b3a027f813bdbe9d5a5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>知情人士:阿里巴巴考虑发行50亿美元可转债,最早本周发行</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知情人士:阿里巴巴考虑发行50亿美元可转债,最早本周发行\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-23 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博援引知情人士报道称,<strong>阿里巴巴在考虑发行可转债,拟募集约50亿美元资金,此举旨在为股票回购和增长提供资金。</strong>阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。</p><p>知情人士表示,最早可能在本周发行,但尚未做出最终决定。</p><p>阿里巴巴港股股价快速跳水,截至发稿跌近6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85364e0cdbf0b3a027f813bdbe9d5a5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159095159","content_text":"彭博援引知情人士报道称,阿里巴巴在考虑发行可转债,拟募集约50亿美元资金,此举旨在为股票回购和增长提供资金。阿里巴巴已与投行就发行可转换为美国上市股份的债券进行了磋商。京东本周此前也发行了17.5亿美元的可转债。知情人士表示,最早可能在本周发行,但尚未做出最终决定。阿里巴巴港股股价快速跳水,截至发稿跌近6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306754353152176,"gmtCreate":1715925860864,"gmtModify":1715925862789,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"要看12月的的,才影响之前的","listText":"要看12月的的,才影响之前的","text":"要看12月的的,才影响之前的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306754353152176","repostId":"1145837583","repostType":2,"repost":{"id":"1145837583","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715922070,"share":"https://www.laohu8.com/m/news/1145837583?lang=&edition=full","pubTime":"2024-05-17 13:01","market":"sh","language":"zh","title":"超重磅!央行“三箭齐发”支持房地产","url":"https://stock-news.laohu8.com/highlight/detail?id=1145837583","media":"老虎资讯综合","summary":"央行:央行发布调整商业性个人住房贷款利率政策的通知。一、取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限。二、中国人民银行各省级分行按照因城施策原则,指导各省级市场利率定价自律机制,根据辖区内各城市房地产市场形势及当地政府调控要求,自主确定是否设定辖区内各城市商业性个人住房贷款利率下限及下限水平(如有)。三、银行业金融机构应根据各省级市场利率定价自律机制确定的利率下限(如有),结合本机构经营状况、客户风险状况等因素,合理确定每笔贷款的具体利率水平。此前相关规定与本通知不一致的,以本通知为准。","content":"<html><head></head><body><p>5月17日,今日午间,楼市迎来多项重磅利好,央行等部门连发3条通知,针对公积金贷款利率、商贷利率政策下限、购房首付比例等进行了调整。</p><p><strong>央行:5月18日起 下调个人住房公积金贷款利率0.25个百分点</strong></p><p style=\"text-align: justify;\">今日,中国人民银行发布关于下调个人住房公积金贷款利率的通知,自2024年5月18日起,下调个人住房公积金贷款利率0.25个百分点,5年以下(含5年)和5年以上首套个人住房公积金贷款利率分别调整为2.35%和2.85%,5年以下(含5年)和5年以上第二套个人住房公积金贷款利率分别调整为不低于2.775%和3.325%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d3e9a36f7d2add6a70c2bddddfd7646\" alt=\"\" title=\"\" tg-width=\"949\" tg-height=\"702\"/></p><p style=\"text-align: justify;\"><strong>央行:取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限</strong></p><p style=\"text-align: justify;\">同日,中国人民银行发布关于调整商业性个人住房贷款利率政策的通知。其中提到,取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限。</p><p style=\"text-align: justify;\">中国人民银行各省级分行按照因城施策原则,指导各省级市场利率定价自律机制,根据辖区内各城市房地产市场形势及当地政府调控要求,自主确定是否设定辖区内各城市商业性个人住房贷款利率下限及下限水平(如有)。</p><p style=\"text-align: justify;\">银行业金融机构应根据各省级市场利率定价自律机制确定的利率下限(如有),结合本机构经营状况、客户风险状况等因素,合理确定每笔贷款的具体利率水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/152e5578b3b262f6fddc9cb9c042fa79\" alt=\"\" title=\"\" tg-width=\"957\" tg-height=\"890\"/></p><p style=\"text-align: justify;\"><strong>两部门:首套住房商贷最低首付调整为不低于15% 二套商贷最低首付调整为不低于25%</strong></p><p style=\"text-align: justify;\">中国人民银行、国家金融监督管理总局也于同日发布通知。通知提出,对于贷款购买商品住房的居民家庭,首套住房商业性个人住房贷款最低首付款比例调整为不低于15%,二套住房商业性个人住房贷款最低首付款比例调整为不低于25%。</p><p style=\"text-align: justify;\">在此基础上,中国人民银行各省级分行、国家金融监督管理总局各派出机构根据城市政府调控要求,按照因城施策原则,自主确定辖区各城市首套和二套住房商业性个人住房贷款最低首付款比例下限。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98a50f9317cdab4bcee98998ea299e96\" alt=\"\" title=\"\" tg-width=\"954\" tg-height=\"873\"/></p><p style=\"text-align: justify;\"><strong>何立峰:打好商品住房烂尾风险处置攻坚战,保障购房人合法权益</strong></p><p style=\"text-align: justify;\">另外,全国切实做好保交房工作视频会议17日在京召开,中共中央政治局委员、国务院副总理何立峰出席会议并讲话。何立峰强调,要认真学习领会习近平总书记重要讲话精神,深入贯彻落实中央政治局会议部署,深刻认识房地产工作的人民性、政治性,继续坚持因城施策,打好商品住房烂尾风险处置攻坚战,扎实推进保交房、消化存量商品房等重点工作。</p><p style=\"text-align: justify;\">何立峰指出,房地产关系人民群众切身利益和经济社会发展大局。当前,要着力分类推进在建已售难交付商品房项目处置,全力支持应续建项目融资和竣工交付,保障购房人合法权益。相关地方政府应从实际出发,酌情以收回、收购等方式妥善处置已出让的闲置存量住宅用地,以帮助资金困难房企解困。商品房库存较多城市,政府可以需定购,酌情以合理价格收购部分商品房用作保障性住房。要继续做好房地产企业债务风险防范处置,扎实推进保障性住房建设、城中村改造和“平急两用”公共基础设施建设“三大工程”。</p><p style=\"text-align: justify;\">何立峰要求,要压实地方政府、房地产企业、金融机构各方责任,加强统筹协调,充分发挥城市房地产融资协调机制、再贷款政策等作用,加强对城市和房地产企业的指导支持,有力有序有效推进保交房各项工作。</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>超重磅!央行“三箭齐发”支持房地产</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超重磅!央行“三箭齐发”支持房地产\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-17 13:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月17日,今日午间,楼市迎来多项重磅利好,央行等部门连发3条通知,针对公积金贷款利率、商贷利率政策下限、购房首付比例等进行了调整。</p><p><strong>央行:5月18日起 下调个人住房公积金贷款利率0.25个百分点</strong></p><p style=\"text-align: justify;\">今日,中国人民银行发布关于下调个人住房公积金贷款利率的通知,自2024年5月18日起,下调个人住房公积金贷款利率0.25个百分点,5年以下(含5年)和5年以上首套个人住房公积金贷款利率分别调整为2.35%和2.85%,5年以下(含5年)和5年以上第二套个人住房公积金贷款利率分别调整为不低于2.775%和3.325%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d3e9a36f7d2add6a70c2bddddfd7646\" alt=\"\" title=\"\" tg-width=\"949\" tg-height=\"702\"/></p><p style=\"text-align: justify;\"><strong>央行:取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限</strong></p><p style=\"text-align: justify;\">同日,中国人民银行发布关于调整商业性个人住房贷款利率政策的通知。其中提到,取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限。</p><p style=\"text-align: justify;\">中国人民银行各省级分行按照因城施策原则,指导各省级市场利率定价自律机制,根据辖区内各城市房地产市场形势及当地政府调控要求,自主确定是否设定辖区内各城市商业性个人住房贷款利率下限及下限水平(如有)。</p><p style=\"text-align: justify;\">银行业金融机构应根据各省级市场利率定价自律机制确定的利率下限(如有),结合本机构经营状况、客户风险状况等因素,合理确定每笔贷款的具体利率水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/152e5578b3b262f6fddc9cb9c042fa79\" alt=\"\" title=\"\" tg-width=\"957\" tg-height=\"890\"/></p><p style=\"text-align: justify;\"><strong>两部门:首套住房商贷最低首付调整为不低于15% 二套商贷最低首付调整为不低于25%</strong></p><p style=\"text-align: justify;\">中国人民银行、国家金融监督管理总局也于同日发布通知。通知提出,对于贷款购买商品住房的居民家庭,首套住房商业性个人住房贷款最低首付款比例调整为不低于15%,二套住房商业性个人住房贷款最低首付款比例调整为不低于25%。</p><p style=\"text-align: justify;\">在此基础上,中国人民银行各省级分行、国家金融监督管理总局各派出机构根据城市政府调控要求,按照因城施策原则,自主确定辖区各城市首套和二套住房商业性个人住房贷款最低首付款比例下限。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98a50f9317cdab4bcee98998ea299e96\" alt=\"\" title=\"\" tg-width=\"954\" tg-height=\"873\"/></p><p style=\"text-align: justify;\"><strong>何立峰:打好商品住房烂尾风险处置攻坚战,保障购房人合法权益</strong></p><p style=\"text-align: justify;\">另外,全国切实做好保交房工作视频会议17日在京召开,中共中央政治局委员、国务院副总理何立峰出席会议并讲话。何立峰强调,要认真学习领会习近平总书记重要讲话精神,深入贯彻落实中央政治局会议部署,深刻认识房地产工作的人民性、政治性,继续坚持因城施策,打好商品住房烂尾风险处置攻坚战,扎实推进保交房、消化存量商品房等重点工作。</p><p style=\"text-align: justify;\">何立峰指出,房地产关系人民群众切身利益和经济社会发展大局。当前,要着力分类推进在建已售难交付商品房项目处置,全力支持应续建项目融资和竣工交付,保障购房人合法权益。相关地方政府应从实际出发,酌情以收回、收购等方式妥善处置已出让的闲置存量住宅用地,以帮助资金困难房企解困。商品房库存较多城市,政府可以需定购,酌情以合理价格收购部分商品房用作保障性住房。要继续做好房地产企业债务风险防范处置,扎实推进保障性住房建设、城中村改造和“平急两用”公共基础设施建设“三大工程”。</p><p style=\"text-align: justify;\">何立峰要求,要压实地方政府、房地产企业、金融机构各方责任,加强统筹协调,充分发挥城市房地产融资协调机制、再贷款政策等作用,加强对城市和房地产企业的指导支持,有力有序有效推进保交房各项工作。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ae0555dd414b3f7de4af00b547725e6","relate_stocks":{},"source_url":"http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/5356304/index.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145837583","content_text":"5月17日,今日午间,楼市迎来多项重磅利好,央行等部门连发3条通知,针对公积金贷款利率、商贷利率政策下限、购房首付比例等进行了调整。央行:5月18日起 下调个人住房公积金贷款利率0.25个百分点今日,中国人民银行发布关于下调个人住房公积金贷款利率的通知,自2024年5月18日起,下调个人住房公积金贷款利率0.25个百分点,5年以下(含5年)和5年以上首套个人住房公积金贷款利率分别调整为2.35%和2.85%,5年以下(含5年)和5年以上第二套个人住房公积金贷款利率分别调整为不低于2.775%和3.325%。央行:取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限同日,中国人民银行发布关于调整商业性个人住房贷款利率政策的通知。其中提到,取消全国层面首套住房和二套住房商业性个人住房贷款利率政策下限。中国人民银行各省级分行按照因城施策原则,指导各省级市场利率定价自律机制,根据辖区内各城市房地产市场形势及当地政府调控要求,自主确定是否设定辖区内各城市商业性个人住房贷款利率下限及下限水平(如有)。银行业金融机构应根据各省级市场利率定价自律机制确定的利率下限(如有),结合本机构经营状况、客户风险状况等因素,合理确定每笔贷款的具体利率水平。两部门:首套住房商贷最低首付调整为不低于15% 二套商贷最低首付调整为不低于25%中国人民银行、国家金融监督管理总局也于同日发布通知。通知提出,对于贷款购买商品住房的居民家庭,首套住房商业性个人住房贷款最低首付款比例调整为不低于15%,二套住房商业性个人住房贷款最低首付款比例调整为不低于25%。在此基础上,中国人民银行各省级分行、国家金融监督管理总局各派出机构根据城市政府调控要求,按照因城施策原则,自主确定辖区各城市首套和二套住房商业性个人住房贷款最低首付款比例下限。何立峰:打好商品住房烂尾风险处置攻坚战,保障购房人合法权益另外,全国切实做好保交房工作视频会议17日在京召开,中共中央政治局委员、国务院副总理何立峰出席会议并讲话。何立峰强调,要认真学习领会习近平总书记重要讲话精神,深入贯彻落实中央政治局会议部署,深刻认识房地产工作的人民性、政治性,继续坚持因城施策,打好商品住房烂尾风险处置攻坚战,扎实推进保交房、消化存量商品房等重点工作。何立峰指出,房地产关系人民群众切身利益和经济社会发展大局。当前,要着力分类推进在建已售难交付商品房项目处置,全力支持应续建项目融资和竣工交付,保障购房人合法权益。相关地方政府应从实际出发,酌情以收回、收购等方式妥善处置已出让的闲置存量住宅用地,以帮助资金困难房企解困。商品房库存较多城市,政府可以需定购,酌情以合理价格收购部分商品房用作保障性住房。要继续做好房地产企业债务风险防范处置,扎实推进保障性住房建设、城中村改造和“平急两用”公共基础设施建设“三大工程”。何立峰要求,要压实地方政府、房地产企业、金融机构各方责任,加强统筹协调,充分发挥城市房地产融资协调机制、再贷款政策等作用,加强对城市和房地产企业的指导支持,有力有序有效推进保交房各项工作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310271350,"gmtCreate":1611331007570,"gmtModify":1703749923253,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KUKE\">$库客音乐(KUKE)$</a>唯独这支股票的帖子一致的骂声…………","listText":"<a href=\"https://laohu8.com/S/KUKE\">$库客音乐(KUKE)$</a>唯独这支股票的帖子一致的骂声…………","text":"$库客音乐(KUKE)$唯独这支股票的帖子一致的骂声…………","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310271350","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352334314623144,"gmtCreate":1727058189657,"gmtModify":1727059519387,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a> 这个股价走势,跟tmd要倒闭了样,真废!","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a> 这个股价走势,跟tmd要倒闭了样,真废!","text":"$快手-W(01024)$ 这个股价走势,跟tmd要倒闭了样,真废!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352334314623144","isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340678291615800,"gmtCreate":1724203810023,"gmtModify":1724203812200,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"这个业绩果然是来搞笑的,粪坑永远是粪坑。","listText":"这个业绩果然是来搞笑的,粪坑永远是粪坑。","text":"这个业绩果然是来搞笑的,粪坑永远是粪坑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340678291615800","repostId":"1160380854","repostType":2,"repost":{"id":"1160380854","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1724142715,"share":"https://www.laohu8.com/m/news/1160380854?lang=&edition=full","pubTime":"2024-08-20 16:31","market":"us","language":"zh","title":"快手二季度营收309.8亿元,净利润39.8亿元,均超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1160380854","media":"老虎资讯综合","summary":"预估303.7亿元人民币。","content":"<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元,预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元,预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度,电商业务GMV达到3053亿元,同比增长15%;</p><p style=\"text-align: start;\">第二季度,直播业务收入为93亿元,同比下降6.7%;</p><p style=\"text-align: start;\">第二季度,海外收入达到11亿元,同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>快手二季度营收309.8亿元,净利润39.8亿元,均超出预期</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快手二季度营收309.8亿元,净利润39.8亿元,均超出预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-20 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。</p><p style=\"text-align: start;\">第二季度净利润39.8亿元,预估34.8亿元。</p><p style=\"text-align: start;\">第二季度调整后净利润46.8亿元,预估43.4亿元。</p><p style=\"text-align: start;\">第二季度调整后EBITDA 63.4亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc2f1a0917b5f84879db3f4cd2087192\" title=\"\" tg-width=\"812\" tg-height=\"446\"/></p><p style=\"text-align: start;\"><strong>运营要点</strong></p><p style=\"text-align: start;\">第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。</p><p style=\"text-align: start;\">第二季度,电商业务GMV达到3053亿元,同比增长15%;</p><p style=\"text-align: start;\">第二季度,直播业务收入为93亿元,同比下降6.7%;</p><p style=\"text-align: start;\">第二季度,海外收入达到11亿元,同比增长141.4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6c3bc7fea2e341dce8ed08057ae507\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34c1189dd5cb1c200efdbbc99859c903","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380854","content_text":"快手2024年第二季度营收309.8亿元人民币,同比增长11.6%,预估303.7亿元,去年同期277.4亿元。第二季度净利润39.8亿元,预估34.8亿元。第二季度调整后净利润46.8亿元,预估43.4亿元。第二季度调整后EBITDA 63.4亿元。运营要点第二季度,平均日活3.953亿,而去年同期为3.760亿;平均月活跃用户为6.918亿,而去年同期为6.733亿;每位日活用户平均线上营销服务收入44.3元,而去年同期为38.2元。第二季度,电商业务GMV达到3053亿元,同比增长15%;第二季度,直播业务收入为93亿元,同比下降6.7%;第二季度,海外收入达到11亿元,同比增长141.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316358846275680,"gmtCreate":1718262812718,"gmtModify":1718262961197,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$(09988)$ </a><v-v data-views=\"0\"></v-v> 垃圾始终是垃圾 早点倒闭吧","listText":"<a href=\"https://laohu8.com/S/09988\">$(09988)$ </a><v-v data-views=\"0\"></v-v> 垃圾始终是垃圾 早点倒闭吧","text":"$(09988)$ 垃圾始终是垃圾 早点倒闭吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316358846275680","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298752724824360,"gmtCreate":1713967054425,"gmtModify":1713967163304,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a> 能不能新高","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a> 能不能新高","text":"$腾讯控股ADR(TCEHY)$ 能不能新高","images":[{"img":"https://static.tigerbbs.com/ff6fa5b6de9ddc786675b628d6bcd751","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298752724824360","isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":242131986198608,"gmtCreate":1700135466984,"gmtModify":1700135468372,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242131986198608","repostId":"1140935005","repostType":2,"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242116759900184,"gmtCreate":1700131889205,"gmtModify":1700132381428,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"垃圾货,倒闭算了。","listText":"垃圾货,倒闭算了。","text":"垃圾货,倒闭算了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242116759900184","repostId":"1131403730","repostType":2,"repost":{"id":"1131403730","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700131412,"share":"https://www.laohu8.com/m/news/1131403730?lang=&edition=full","pubTime":"2023-11-16 18:43","market":"hk","language":"zh","title":"美国证交会披露:马云家族信托拟减持阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=1131403730","media":"老虎资讯综合","summary":"共涉及股票市值8.707亿美元。","content":"<html><head></head><body><p>据美国证交会(SEC)官网披露的144文件显示,马云家族信托JC Properties Limited(一家英属维尔京群岛公司)和JSP Investment Limited(一家英属维尔京群岛公司)拟于11月21日分别减持500万股股阿里巴巴创始人股份。共涉及股票市值8.707亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5d0a1dac268ca611d1b7cced5842f9e\" tg-width=\"930\" tg-height=\"847\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c88084889c18bf0ab1cdfe169251f8b\" tg-width=\"927\" tg-height=\"843\"/></p><p>截至发稿,阿里巴巴盘前跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6d4cc0d2646356b012e36609fe30a8\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p></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>美国证交会披露:马云家族信托拟减持阿里巴巴</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{ 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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美国证交会披露:马云家族信托拟减持阿里巴巴\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-16 18:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据美国证交会(SEC)官网披露的144文件显示,马云家族信托JC Properties Limited(一家英属维尔京群岛公司)和JSP Investment Limited(一家英属维尔京群岛公司)拟于11月21日分别减持500万股股阿里巴巴创始人股份。共涉及股票市值8.707亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5d0a1dac268ca611d1b7cced5842f9e\" tg-width=\"930\" tg-height=\"847\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c88084889c18bf0ab1cdfe169251f8b\" tg-width=\"927\" tg-height=\"843\"/></p><p>截至发稿,阿里巴巴盘前跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6d4cc0d2646356b012e36609fe30a8\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/106a43e936c34518bf52ab5907e07000","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131403730","content_text":"据美国证交会(SEC)官网披露的144文件显示,马云家族信托JC Properties Limited(一家英属维尔京群岛公司)和JSP Investment Limited(一家英属维尔京群岛公司)拟于11月21日分别减持500万股股阿里巴巴创始人股份。共涉及股票市值8.707亿美元。截至发稿,阿里巴巴盘前跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}