原来的样子的个人主页 - 老虎社区

原来的样子

原来的样子

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原来的样子

2021-03-18

[财迷] [财迷]

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原来的样子

2021-03-13

分股我就买

B站最快下周启动港股招股？“二次元第一股”急于破圈

原来的样子

2021-03-12

[财迷] [财迷] [财迷] [财迷] [财迷]

增收不增利，京东开启新一轮投入期

原来的样子

2021-03-12

一切都是好的开始

拜登将提前一天签署1.9万亿美元刺激计划

原来的样子

2021-03-12

今天是个好日子

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原来的样子

2021-03-10

涨

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原来的样子

2021-03-09

坚持✊ 只要公司不倒闭就坚持持仓富途

原来的样子

2021-03-06

嗨起来

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原来的样子

2021-03-05

绿的发慌

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原来的样子

2021-02-28

散户力量大

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原来的样子

2021-02-28

加油

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原来的样子

2021-02-27

加油💪

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原来的样子

2021-02-26

[财迷]

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原来的样子

2021-02-26

[呆住]

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原来的样子

2021-02-26

加油

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原来的样子

2021-02-26

奇迹

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原来的样子

2021-02-26

[财迷] [财迷] [财迷]

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原来的样子

2021-02-24

$老虎证券(TIGR)$长期持有

原来的样子

2021-02-23

说说你对这篇新闻的看法...

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原来的样子

2021-02-23

老大哥

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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\">\nB站最快下周启动港股招股？“二次元第一股”急于破圈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 23:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/WU-jJuARg-OvX4quuJuOnA><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月12日，据媒体报道，哔哩哔哩(简称“B站”)募集30亿美元的上市计划据悉获得香港交易所批准。这意味着，回港二次上市的B站最快将于下周启动招股。这也是2021年第一个回港二次上市的明星公司。B站方面对此不予置评。\n业内人士指出，中概股在美国资本市场面临诸多不确定性，选择赴港二次上市也在意料之内。而B站近两年发展亟需融资，二次上市也可为发展提供资金支持，以助力其内容采购和游戏业务。\nB站已经不再...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WU-jJuARg-OvX4quuJuOnA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c7f2e3ab9856d4cdcb423e2c4f7a729","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"https://mp.weixin.qq.com/s/WU-jJuARg-OvX4quuJuOnA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118968021","content_text":"3月12日，据媒体报道，哔哩哔哩(简称“B站”)募集30亿美元的上市计划据悉获得香港交易所批准。这意味着，回港二次上市的B站最快将于下周启动招股。这也是2021年第一个回港二次上市的明星公司。B站方面对此不予置评。\n业内人士指出，中概股在美国资本市场面临诸多不确定性，选择赴港二次上市也在意料之内。而B站近两年发展亟需融资，二次上市也可为发展提供资金支持，以助力其内容采购和游戏业务。\nB站已经不再拘泥为二次元社区，“破圈”成为B站的当务之急。B站的月均活跃用户于2020年第四季度正式突破2.02亿，创历史新高。不过，春节前日本动漫《无职转生》所引起的舆情让外界重新审视B站的“破圈”故事。\n二次元第一股\n2018年3月28日，B站在纳斯达克挂牌上市，融资规模达4.83亿美元，成为中国二次元第一股。\n\n目前，B站CEO陈睿为公司大股东，腾讯、阿里巴巴分别持股12.4%、6.7%，为其第二和第四大股东。\n两大互联网巨头纷纷在各自的优势产业领域与B站开展战略合作。腾讯依托自己在泛娱乐产业的优势，与B站在动画项目的采购、参投、自制方面深度联合，并在游戏项目方面讨论合作联运的可能，同时在ACG产业链上下游共同寻找新的行业投资机会，积极促成共同投资。阿里巴巴则依托自己的电商资源促进UP主的商业变现。UP主可以从来自淘宝约百万SKU的商品库中选择适合的商品进行带货种草，也可以入驻淘宝，通过淘宝二次元平台量身定制的商业化方案，进行产品联名及相关周边衍生品开发，打通从内容到终端销售的产业链。\n值得注意的是，B站近三年营业收入持续增长。2020年全年总营收达120亿元人民币，同比增长77%，其中2020年第四季度营收为38.31亿元，同比增长91%，远超市场一致预期。从营收构成情况来看，随着B站业务范围逐渐拓宽，平台多元化发展提速，在营收大幅增长的同时，公司逐渐摆脱对单一游戏业务的依赖性，收入结构不断优化。\n2017年B站移动游戏业务收入为20.58亿元，占总收入的83.4%，同年增值业务、广告业务、电商及其他业务占比分别只有7.1%、6.4%和3.1%。而移动游戏业务收入在2020年占比降至40.03%，增值业务的收入占比已经接近移动游戏业务，达到了32.05%，且2020年第四季度增值业务收入首次超越移动游戏收入，成为了B站季度的第一大业务支柱，广告业务和电商及其他业务也相对发展迅速。银河证券认为公司多元化的业务收入结构有利于提高公司的抗风险能力与业绩稳定性，未来营收有望继续持续高速增长。\n“破圈”故事引争议\n值得注意的是，B站上市以来一直处于亏损状态。\n尽管业绩亏损，核心的用户指标改善让投资者看到了希望。B站的月均活跃用户于2020年第四季度正式突破2.02亿，同比2019年增长55%，社区增长迈入全新里程碑。而移动端月均活跃用户也达到了1.87亿，用户活跃度保持积极。\n随着用户数上到新台阶，“破圈”成为B站的当务之急。2018年以来，B站在平稳推进游戏、广告、大会员三大业务的同时，持续推进更多泛娱乐业务。同时，B站不断扩充主站内容品类，现已涵盖动画、音乐、知识、生活、数码等16个品类。未来，B站将通过“新星计划”等激励方式扶持更多的品类，吸纳更多受众群体，实现真正“破圈”。\nB站也在加快变现步伐。根据易观数据预测，2020年-2022年中国网络视频用户付费市场规模将进一步增长，2022年预计将增长至近1000亿元。推进“大会员”制度将帮助B站推进商业化进程，增加变现渠道，抢占付费视频市场份额。\n但是节前的《无职转生》所引起的舆情让外界重新审视B站的“破圈”故事。\n《无职转生》是日本的漫画，动漫版于2021年1月在日本播出，B站购买了在大陆地区独家发行的权利，从1月11日起在大陆同步更新。\n《无职转生》剧中包含男主揩油女仆、维护出轨等情节，众多网友认为该作品“三观不正”，且存在物化女性的导向。\n2月2日，B站日漫区最大的UP主LexBurner在直播中提及《无职转生》，并发布了鄙视该剧的言论，立刻遭到部分用户猛烈攻击。\nLexBurner后在微博致歉。B站则表示因“技术原因”下架《无职转生》，并表示将对LexBurner违反合约的行为进行起诉，依法追究其法律责任。在得出司法结论前，封禁LexBurner的账号以及直播间。\n2月9日，舆论开始谴责B站推荐《无职转生》的行为。2月10日，元气森林、苏菲、UKISS、视客等多家品牌商宣布停止与B站的合作。\n\n来源：微博\n同日，B站宣布开始为期一个月的春节网络环境专项整治行动，表示不希望看到用户陷入无休止的愤怒情绪和争吵中。\n来源：B站公告\n互联网行业分析师裴培撰文指出，B站发生这样的剧烈争议、动荡，是“出圈策略”产生的必然结果。总而言之，只要B站还在“出圈”，以用户增长为核心、以内容圈层扩大为指导思想，那么这样的事情就会反复发生。虽然LexBurner已经被封，《无职转生》也已经下架，但是B站各类用户之间、B站用户与平台方之间的矛盾没有消除，反而呈现日益激化之势。对于此类态势，B站管理层似乎没有做好准备，B站运营方也处处被动、缺乏效率。\n裴培进一步称，2019年以来“出圈”所导入的新用户，自身带来的广告收入、直播收入有限，而B站短期内也很难找到更好的变现途径；2019年以前就存在的二次元老用户，对“出圈”一直抱有深深的怀疑，与新用户互相看不惯。","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328605772,"gmtCreate":1615516962496,"gmtModify":1703490306074,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328605772","repostId":"1137754493","repostType":4,"repost":{"id":"1137754493","pubTimestamp":1615516776,"share":"https://www.laohu8.com/m/news/1137754493?lang=&edition=full","pubTime":"2021-03-12 10:39","market":"hk","language":"zh","title":"增收不增利，京东开启新一轮投入期","url":"https://stock-news.laohu8.com/highlight/detail?id=1137754493","media":"36氪","summary":"京东2020年整年良好的利润表现暂告一段落。\n\n3月11日周四盘前，京东集团发布2020年四季度及全年业绩。\n财报显示，京东第四季度净营收2243亿元人民币，同比增长31.4%，高于市场预估的2195","content":"<blockquote>\n <a href=\"https://laohu8.com/S/JD\">京东</a>2020年整年良好的利润表现暂告一段落。\n</blockquote>\n<p>3月11日周四盘前，京东集团发布2020年四季度及全年业绩。</p>\n<p>财报显示，京东第四季度净营收2243亿元人民币，同比增长31.4%，高于市场预估的2195.2亿元人民币；其中，归属于普通股股东的净利润为243亿元人民币，2019年同期仅为36亿元人民币。</p>\n<p>归属于普通股股东净利润大增在于<b>京东在上市公司（京东健康）股权投资收益的增加</b>，这使得其<b>四季度其他营业外收入达到210亿元，而去年同期仅为36亿元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/12a610dcfcb4fb403c819242e30fd3ea\" tg-width=\"1064\" tg-height=\"686\" referrerpolicy=\"no-referrer\"></p>\n<p>京东历年净利润即增长率表现 数据来源：京东财报 wind</p>\n<p>相比之下，Q4京东经营利润表现并不理想，5.9亿元低于市场预期的8.5亿，相比去年同期的5.1亿增幅也并不明显，经营利润率只有区区0.3%，与去年同期基本持平。总结原因<b>，四季度在履约端大幅投入以及双11带来的营销费用增长是主因</b>，接下来会详细展开。</p>\n<p>月活用户数层面，截至2020年12月31日，过去12个月京东活跃购买用户数同比增长30.3%至4.719亿，环比增长3000万，下沉市场的开拓效果还算不错。</p>\n<p>不过利润虽然低于预期，但京东之前已向投资者反复传递公司进入了新的投入期，会提高利润的再投入，来为未来收入长期持续增长做准备。本季度在收入端持续超预期增长的情况下，对于利润端比预期减少2.5亿，市场容忍度也较高。</p>\n<p>财报发布后，京东美股股价盘前大涨6%，截至今早收盘报收90美元/股，涨幅0.76%，鉴于反垄断调查可能让京东受益，此前<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将京东2021年12月目标价调整为110美元，并给予“增持”评级。</p>\n<p><b>营收大增，但经营利润差强人意</b></p>\n<p>三季度京东的净营收表现非常平淡，因为各手机厂商旗舰机型的延迟发布导致三季度京东电子产品及家用电器商品收入同比仅增长了23%，但本季度这一收入迎来反弹。</p>\n<p>财报显示，四季度京东电子产品及家用电器商品收入达1158.19亿，同比增长超25%；一般商品收入为763.80亿，同比增长34%，与三季度的增速基本持平。但净服务收入在四季度迎来暴涨，321亿较去年同期增长53.2%，这也是本季度京东营收表现超预期的主要原因。</p>\n<p>拆分来看，市场和广告收入为174.8亿，同比增长29.7%；物流和其他服务收入146.47亿，同比暴增95.3%。这从早些时候京东物流递交的招股书中就可见端倪。</p>\n<p><b>招股书披露，2020年前三季度京东物流收入达到495亿元，同比增长43.2%，按照2020年前三季度，京东物流向京东集团提供服务的数额为280亿元算，四季度京东物流就为京东带来了120亿元的收入规模。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e177e092d5d32fd0b07df27c6ff80cd7\" tg-width=\"2428\" tg-height=\"1210\" referrerpolicy=\"no-referrer\"></p>\n<p>京东集团收入细分</p>\n<p>但收入的超预期表现却没有为京东的经营利润带来多少贡献，5.9亿元相比去年同期，仅增长不到1亿元，利润率表现差强人意。</p>\n<p>分析原因，一是双11带来的营销费用高企，2020年第四季度，京东营销费用从82亿元增加到104亿元，同比增长26.7%，销售费用率4.6%，较去年同期稍有提升；二是履约费用的高投入，四季度京东履约费用从去年同期的110亿元增加至148亿元，增幅为34.2%，超过了营收增幅。</p>\n<p>财报会上，京东零售CEO徐雷也提到，<b>四季度京东物流继续扩大人员招聘，并强化了下沉市场的覆盖以及在C端揽件业务上的投入</b>。这也直接影响了本季度京东的利润表现。</p>\n<p>财报显示，本季度京东的履约费用率为7.6%，同比增长0.2%、环比增长近1%，以物流为主的新业务（物流、健康、海外、云等）亏损超7个亿，亏损率达到了4.6%。间接的，这也使得该季度的经营利润率层面表现不佳，仅为0.3%。</p>\n<p><b>新故事又有的讲了</b></p>\n<p>四季报发布同时，京东也宣布旗下基础设施物业管理子公司京东产发获得了高瓴资本和华平联席领投的A轮7亿美元融资，这也是京东旗下第四个获得独立融资的子业务（集团）。</p>\n<p>根据描述，京东产发定位于为高质量基础设施物业开发、运营及管理，与一般的物业管理公司不同，京东产发的业务未来会与京东物流和京东科技的基础供应链能力高度协同。</p>\n<p>其实早在去年7月京东与京东物流、京东科技就同全国物业管理面积最大的社区物业管理商——<a href=\"https://laohu8.com/S/01778\">彩生活</a>服务集团达成合作，并投资后者投资3.71亿港元，彼时京东对于物业管理的布局已经开始。</p>\n<p>财报中关于物业服务的收入京东其实没有单独披露，但在新业务收入统计中其实包含物业管理的收入细分，据财报，这一收入主要包括第三方提供的物流服务、海外业务、物流物业管理服务等，四季度这一收入为158.34亿，刨除以上提到的京东物流为京东提供的120亿收入，目前物业管理等业务为京东贡献的收入规模并不大。</p>\n<p><img src=\"https://static.tigerbbs.com/52155af1a8f2bf3c17b6191f9287a2fd\" tg-width=\"1800\" tg-height=\"548\" referrerpolicy=\"no-referrer\"></p>\n<p>京东收入和利润分类</p>\n<p>但这仍是一个充满诱惑力的市场。近几年，中国在管高端商务物业总面积持续增长。相关数据统计，2019年在管高端商务物业总面积已达1.36亿平方米，预计2024年在管高端商务物业总面积可达2亿平方米。</p>\n<p>京东健康的上市为京东带来了丰厚的回报，也催升了京东股价的上扬，算上即将赴港上市的京东物流，京东似乎已经尝到了拆分子业务独立上市的甜头，未来京东产发或许将得到京东集团更多的资源支持。</p>\n<p>刨除此，京东2021年的新故事仍将在下沉市场找寻。元旦上线的京喜拼拼目前还未展露出足够的市场掠夺者的姿态，但此前投资兴盛优选7亿美金，外加整合内部各大下沉市场业务，已经证明京东想要在此一搏。</p>\n<p>关于社区团购，财报会上徐雷也表示会加大投入，但无法给出准确的投入数额，<b>更倾向于通过供应链产生价值，最终赢得用户，而不是依靠激进的补贴。</b></p>\n<p>根据此前投行的预测，如果京东的社区团购业务在2021年产生500万日均订单（而目前行业领先者为2000万个），每笔订单亏损1元人民币，那么其2021年调整后的每股盈利将比摩根大通的预期低6％，但仍有近40％的同比增长，这会是很可观的财务表现。</p>\n<p>但对京东来说，如何在打开市场的同时又保证亏损率不至太高是个两难的事情，至少在2021年我们预测其或许会更多的考虑市场规模的增长，这可能使京东2020年整年良好的利润表现暂告一段落。</p>","source":"36k","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>增收不增利，京东开启新一轮投入期</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{ 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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增收不增利，京东开启新一轮投入期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 10:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1133596216640641><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东2020年整年良好的利润表现暂告一段落。\n\n3月11日周四盘前，京东集团发布2020年四季度及全年业绩。\n财报显示，京东第四季度净营收2243亿元人民币，同比增长31.4%，高于市场预估的2195.2亿元人民币；其中，归属于普通股股东的净利润为243亿元人民币，2019年同期仅为36亿元人民币。\n归属于普通股股东净利润大增在于京东在上市公司（京东健康）股权投资收益的增加，这使得其四季度其他营业...</p>\n\n<a href=\"https://36kr.com/p/1133596216640641\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a72301ea5d8267c09fcf464583b3af41","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://36kr.com/p/1133596216640641","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137754493","content_text":"京东2020年整年良好的利润表现暂告一段落。\n\n3月11日周四盘前，京东集团发布2020年四季度及全年业绩。\n财报显示，京东第四季度净营收2243亿元人民币，同比增长31.4%，高于市场预估的2195.2亿元人民币；其中，归属于普通股股东的净利润为243亿元人民币，2019年同期仅为36亿元人民币。\n归属于普通股股东净利润大增在于京东在上市公司（京东健康）股权投资收益的增加，这使得其四季度其他营业外收入达到210亿元，而去年同期仅为36亿元。\n\n京东历年净利润即增长率表现 数据来源：京东财报 wind\n相比之下，Q4京东经营利润表现并不理想，5.9亿元低于市场预期的8.5亿，相比去年同期的5.1亿增幅也并不明显，经营利润率只有区区0.3%，与去年同期基本持平。总结原因，四季度在履约端大幅投入以及双11带来的营销费用增长是主因，接下来会详细展开。\n月活用户数层面，截至2020年12月31日，过去12个月京东活跃购买用户数同比增长30.3%至4.719亿，环比增长3000万，下沉市场的开拓效果还算不错。\n不过利润虽然低于预期，但京东之前已向投资者反复传递公司进入了新的投入期，会提高利润的再投入，来为未来收入长期持续增长做准备。本季度在收入端持续超预期增长的情况下，对于利润端比预期减少2.5亿，市场容忍度也较高。\n财报发布后，京东美股股价盘前大涨6%，截至今早收盘报收90美元/股，涨幅0.76%，鉴于反垄断调查可能让京东受益，此前摩根大通将京东2021年12月目标价调整为110美元，并给予“增持”评级。\n营收大增，但经营利润差强人意\n三季度京东的净营收表现非常平淡，因为各手机厂商旗舰机型的延迟发布导致三季度京东电子产品及家用电器商品收入同比仅增长了23%，但本季度这一收入迎来反弹。\n财报显示，四季度京东电子产品及家用电器商品收入达1158.19亿，同比增长超25%；一般商品收入为763.80亿，同比增长34%，与三季度的增速基本持平。但净服务收入在四季度迎来暴涨，321亿较去年同期增长53.2%，这也是本季度京东营收表现超预期的主要原因。\n拆分来看，市场和广告收入为174.8亿，同比增长29.7%；物流和其他服务收入146.47亿，同比暴增95.3%。这从早些时候京东物流递交的招股书中就可见端倪。\n招股书披露，2020年前三季度京东物流收入达到495亿元，同比增长43.2%，按照2020年前三季度，京东物流向京东集团提供服务的数额为280亿元算，四季度京东物流就为京东带来了120亿元的收入规模。\n\n京东集团收入细分\n但收入的超预期表现却没有为京东的经营利润带来多少贡献，5.9亿元相比去年同期，仅增长不到1亿元，利润率表现差强人意。\n分析原因，一是双11带来的营销费用高企，2020年第四季度，京东营销费用从82亿元增加到104亿元，同比增长26.7%，销售费用率4.6%，较去年同期稍有提升；二是履约费用的高投入，四季度京东履约费用从去年同期的110亿元增加至148亿元，增幅为34.2%，超过了营收增幅。\n财报会上，京东零售CEO徐雷也提到，四季度京东物流继续扩大人员招聘，并强化了下沉市场的覆盖以及在C端揽件业务上的投入。这也直接影响了本季度京东的利润表现。\n财报显示，本季度京东的履约费用率为7.6%，同比增长0.2%、环比增长近1%，以物流为主的新业务（物流、健康、海外、云等）亏损超7个亿，亏损率达到了4.6%。间接的，这也使得该季度的经营利润率层面表现不佳，仅为0.3%。\n新故事又有的讲了\n四季报发布同时，京东也宣布旗下基础设施物业管理子公司京东产发获得了高瓴资本和华平联席领投的A轮7亿美元融资，这也是京东旗下第四个获得独立融资的子业务（集团）。\n根据描述，京东产发定位于为高质量基础设施物业开发、运营及管理，与一般的物业管理公司不同，京东产发的业务未来会与京东物流和京东科技的基础供应链能力高度协同。\n其实早在去年7月京东与京东物流、京东科技就同全国物业管理面积最大的社区物业管理商——彩生活服务集团达成合作，并投资后者投资3.71亿港元，彼时京东对于物业管理的布局已经开始。\n财报中关于物业服务的收入京东其实没有单独披露，但在新业务收入统计中其实包含物业管理的收入细分，据财报，这一收入主要包括第三方提供的物流服务、海外业务、物流物业管理服务等，四季度这一收入为158.34亿，刨除以上提到的京东物流为京东提供的120亿收入，目前物业管理等业务为京东贡献的收入规模并不大。\n\n京东收入和利润分类\n但这仍是一个充满诱惑力的市场。近几年，中国在管高端商务物业总面积持续增长。相关数据统计，2019年在管高端商务物业总面积已达1.36亿平方米，预计2024年在管高端商务物业总面积可达2亿平方米。\n京东健康的上市为京东带来了丰厚的回报，也催升了京东股价的上扬，算上即将赴港上市的京东物流，京东似乎已经尝到了拆分子业务独立上市的甜头，未来京东产发或许将得到京东集团更多的资源支持。\n刨除此，京东2021年的新故事仍将在下沉市场找寻。元旦上线的京喜拼拼目前还未展露出足够的市场掠夺者的姿态，但此前投资兴盛优选7亿美金，外加整合内部各大下沉市场业务，已经证明京东想要在此一搏。\n关于社区团购，财报会上徐雷也表示会加大投入，但无法给出准确的投入数额，更倾向于通过供应链产生价值，最终赢得用户，而不是依靠激进的补贴。\n根据此前投行的预测，如果京东的社区团购业务在2021年产生500万日均订单（而目前行业领先者为2000万个），每笔订单亏损1元人民币，那么其2021年调整后的每股盈利将比摩根大通的预期低6％，但仍有近40％的同比增长，这会是很可观的财务表现。\n但对京东来说，如何在打开市场的同时又保证亏损率不至太高是个两难的事情，至少在2021年我们预测其或许会更多的考虑市场规模的增长，这可能使京东2020年整年良好的利润表现暂告一段落。","news_type":1},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328326769,"gmtCreate":1615499313751,"gmtModify":1703489962819,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一切都是好的开始","listText":"一切都是好的开始","text":"一切都是好的开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328326769","repostId":"1131743820","repostType":4,"repost":{"id":"1131743820","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":1615483611,"share":"https://www.laohu8.com/m/news/1131743820?lang=&edition=full","pubTime":"2021-03-12 01:26","market":"us","language":"zh","title":"拜登将提前一天签署1.9万亿美元刺激计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1131743820","media":"老虎资讯综合","summary":"美国白宫：美国总统拜登和美国副总统哈里斯将于当地时间下午1点30分（北京时间周五凌晨2:30）在白宫椭圆形办公室举行1.9万亿刺激法案的签字仪式。3月10日众议院投票表决刺激计划期间，美国白宫曾宣布，","content":"<p>美国白宫：美国总统拜登和美国副总统哈里斯将于当地时间下午1点30分（北京时间周五凌晨2:30）在白宫椭圆形办公室举行1.9万亿刺激法案的签字仪式。</p><p>3月10日众议院投票表决刺激计划期间，美国白宫曾宣布，拜登将在3月12日签字刺激计划为法律。目前，投资者注意力已经转向美国后续实施基础设施建设计划的前景，可能会考虑针对清洁能源实施税收抵免。</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拜登将提前一天签署1.9万亿美元刺激计划</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拜登将提前一天签署1.9万亿美元刺激计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-12 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07:31","market":"us","language":"zh","title":"美国银行：尽管债市风暴拖累美股，仍有资金追高股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2117637239","media":"智通财经","summary":"周五，美国银行指出，尽管债市风暴拖累美股受到重创，投资人仍然大举投入数百亿美元资金追高股票。\n美国银行分析EPFR公司的资金流动数据指出，截至周三的一周内，股票基金净流入222亿美元，其中科技股吸金2","content":"<p>周五，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>指出，尽管债市风暴拖累美股受到重创，投资人仍然大举投入数百亿美元资金追高股票。</p>\n<p>美国银行分析EPFR公司的资金流动数据指出，截至周三的一周内，股票基金净流入222亿美元，其中科技股吸金23亿美元，金融股流入20亿美元。</p>\n<p>债券市场下跌尚未促使投资者的头寸发生重大变化，美国银行客户的股票投资配比为创纪录的62.6%。周五美国10年期国债收益率一直在1.6%附近震荡，过去一个月来已上涨近45个基点，引发股市下跌，股市市值已由2月中的峰值下滑4万亿美元。</p>\n<p>债券市场下跌尚未促使投资者的头寸发生重大变化，美国银行客户的股票投资配比为创纪录的62.6%。</p>\n<p>该行首席投资策略师Michael Hartnett在给客户的报告中称，29万亿美元的货币和财政刺激措施，导致了市场过度依赖美联储。他补充表示，市场现在可能会通过推高收益率促使美联储采取收益率曲线控制(YCC)政策。</p>\n<p>Hartnett称：“我们认为美联储将不可避免地使用收益率曲线控制，美元可能会在宣布该政策之前升值，但这可能会引发美元大熊市的开始。”</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国银行：尽管债市风暴拖累美股，仍有资金追高股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-06 07:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/422674.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五，美国银行指出，尽管债市风暴拖累美股受到重创，投资人仍然大举投入数百亿美元资金追高股票。\n美国银行分析EPFR公司的资金流动数据指出，截至周三的一周内，股票基金净流入222亿美元，其中科技股吸金23亿美元，金融股流入20亿美元。\n债券市场下跌尚未促使投资者的头寸发生重大变化，美国银行客户的股票投资配比为创纪录的62.6%。周五美国10年期国债收益率一直在1.6%附近震荡，过去一个月来已上涨近...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/422674.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/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{"BAC":"美国银行"},"source_url":"http://www.zhitongcaijing.com/content/detail/422674.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117637239","content_text":"周五，美国银行指出，尽管债市风暴拖累美股受到重创，投资人仍然大举投入数百亿美元资金追高股票。\n美国银行分析EPFR公司的资金流动数据指出，截至周三的一周内，股票基金净流入222亿美元，其中科技股吸金23亿美元，金融股流入20亿美元。\n债券市场下跌尚未促使投资者的头寸发生重大变化，美国银行客户的股票投资配比为创纪录的62.6%。周五美国10年期国债收益率一直在1.6%附近震荡，过去一个月来已上涨近45个基点，引发股市下跌，股市市值已由2月中的峰值下滑4万亿美元。\n债券市场下跌尚未促使投资者的头寸发生重大变化，美国银行客户的股票投资配比为创纪录的62.6%。\n该行首席投资策略师Michael Hartnett在给客户的报告中称，29万亿美元的货币和财政刺激措施，导致了市场过度依赖美联储。他补充表示，市场现在可能会通过推高收益率促使美联储采取收益率曲线控制(YCC)政策。\nHartnett称：“我们认为美联储将不可避免地使用收益率曲线控制，美元可能会在宣布该政策之前升值，但这可能会引发美元大熊市的开始。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360148193,"gmtCreate":1613876285312,"gmtModify":1634551999611,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看好","listText":"看好","text":"看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360148193","repostId":"2112182342","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367956724,"gmtCreate":1614905710068,"gmtModify":1703482761302,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"绿的发慌","listText":"绿的发慌","text":"绿的发慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367956724","repostId":"2117029245","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328605772,"gmtCreate":1615516962496,"gmtModify":1703490306074,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328605772","repostId":"1137754493","repostType":4,"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369412291,"gmtCreate":1614070425813,"gmtModify":1634551311538,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"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":2,"repostSize":0,"link":"https://laohu8.com/post/369412291","repostId":"2113382926","repostType":2,"repost":{"id":"2113382926","pubTimestamp":1614069120,"share":"https://www.laohu8.com/m/news/2113382926?lang=&edition=full","pubTime":"2021-02-23 16:32","market":"us","language":"zh","title":"总市值接近7500亿，百度转型为AI生态型公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2113382926","media":"今日商讯","summary":"2020年，百度营收1071亿元，净利润220亿元。特别令人关注的是，百度在本次财报中，第一次将“AI生态型公司”作为新的定位，从而取代了原来“以搜索引擎、知识、信息为中心的互联网平台”的定位，这就意味着，AI技术将成为了百度的核心业务。无人驾驶路测方面，截至2020年12月，百度在国内已累计获得测试牌照199张。","content":"<html><body><article><p>2月18日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>于美股盘后晒出了2020年成绩单。百度2020年Q4季度及全年财报显示，Q4季度实现营收303亿元，归属百度的<span>净利润</span>69亿元，连续四个季度超市场预期。2020年，百度营收1071亿元，净利润220亿元。</p><p>特别令人关注的是，百度在本次财报中，第一次将“AI生态型公司”作为新的定位，从而取代了原来“以搜索引擎、知识、信息为中心的互联网平台”的定位，这就意味着，AI技术将成为了百度的核心业务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210223163525982d235tsvj20zvn9h\"/><p>百度核心研发费用占收入比例达到21.4%，在人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>专利申请量和授权量方面连续三年位居中国第一。公开数据显示，自2018年起，百度不断提高研发费用，已从不低于15%提高到了2020年的21%以上，这不仅超越了华为的15%，而且在全球所有科技公司中也是名列前茅。正是得益于此，百度智能云服务、智能交通、智能驾驶及昆仑芯片等非广告业务进步飞快，成就令人瞩目。</p><p>财报显示，百度智能云Q4实现同比增长67%，年营收130亿元。</p><p>百度在智能交通和智能驾驶方面取得了突破性进展，Apollo生态大会上全新发布了智舱、智云、智驾、智图四大系列的智能汽车产品全景，实现了自动驾驶、智能车联、智能交通三驾马车并驾齐驱，在自动驾驶的赛道上，百度Apollo，成为当之无愧的领跑者。 2020年，百度Robotaxi在北京海淀、亦庄已开始常态运营，Apollo深耕7年之久的无人驾驶场景已开花结果。</p><p>无人驾驶路测方面，截至2020年12月，百度在国内已累计获得测试牌照199张。今年1月底，百度Apollo又获得了美国加州全无人驾驶测试许可，百度Apollo可同时在北京、长沙、美国加州三地进行开放道路无人化测试。</p><p>芯片方面，百度自研的7nm昆仑2芯片即将量产，有望在搜索、智能交通、工业互联网等场景广泛布署。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210223163526685d235bx17mznr533\"/><p>公司定位的转变成为市场期待的焦点，受百度财报影响，美股盘后上涨3.5%。实际上早在2020年年末，百度美股开始疯狂<span>拉升</span>，仅三个月时间，股价飙升将近150％，<span>总市值</span>暴增近4500亿元，曾一度突破350美元/股。目前百度总市值约1159亿美元，折合人民币约7492亿元。</p><p>人工智能是百度的核心大戏，从2013年开始，百度就在人工智能领域深度布局。彼时，移动互联网正在高速发展，但百度并未跟在阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>后面亦步亦趋，而是另辟蹊径，聚焦人工智能。在智能驾驶领域，百度走了一步险棋，从当初的不被看好，到现在的厚积薄发，百度的努力和坚守终于开花结果，致力于“用技术改变世界，改变普通人的生活”百度终于实现了转型，也终于让世人看到，互联网巨头中，真正高举科技大旗的还是百度。近期百度在智能驾驶领域押下大注，2021年1月，百度宣布以整车制造商的身份进军汽车行业，与吉利控股合作正式成立一家智能汽车公司，李彦宏表示，希望通过自己造车，将先进的智能驾驶技术第一时间推向市场。百度在新的征途上迈出了令人期待的第一步。</p><p>早在2016年，李彦宏就喊出了移动互联网时代已经结束了，下一幕是人工智能的口号。时代证明，这个口号喊对了！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210223163528365d235tuw0xwjekyl\"/><p>随着以智能云、智能驾驶等为代表的AI新技术加速落地，百度迎来了新一轮的发展机遇。李彦宏在全员信中强调，百度在技术研发上的长期投入，已经使百度成为业内领先的AI生态型公司，未来将继续在基础研究、基础技术和底层创新上肯下硬功夫，“不做创新气氛组，要做就做实干组”。</p><p>李彦宏表示：“这是一个重新为科技创新加冕的时代。我们热爱这个时代，让我们在技术的深壑中踮起脚尖，再看远一点，看向星空，看到未来。”</p><p>智能云、智能驾驶等人工智能只是百度庞大AI生态图景的一个组成部分，在AI领域，百度必将奔向更加辽阔壮丽的星辰大海。编辑/倪雨</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>总市值接近7500亿，百度转型为AI生态型公司</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; 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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总市值接近7500亿，百度转型为AI生态型公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 16:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102231635297871459a&s=b><strong>今日商讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月18日，百度于美股盘后晒出了2020年成绩单。百度2020年Q4季度及全年财报显示，Q4季度实现营收303亿元，归属百度的净利润69亿元，连续四个季度超市场预期。2020年，百度营收1071亿元，净利润220亿元。特别令人关注的是，百度在本次财报中，第一次将“AI生态型公司”作为新的定位，从而取代了原来“以搜索引擎、知识、信息为中心的互联网平台”的定位，这就意味着，AI技术将成为了百度的核心...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102231635297871459a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a11ce01a8b984f6556550c8dba00e7f","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102231635297871459a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2113382926","content_text":"2月18日，百度于美股盘后晒出了2020年成绩单。百度2020年Q4季度及全年财报显示，Q4季度实现营收303亿元，归属百度的净利润69亿元，连续四个季度超市场预期。2020年，百度营收1071亿元，净利润220亿元。特别令人关注的是，百度在本次财报中，第一次将“AI生态型公司”作为新的定位，从而取代了原来“以搜索引擎、知识、信息为中心的互联网平台”的定位，这就意味着，AI技术将成为了百度的核心业务。百度核心研发费用占收入比例达到21.4%，在人工智能专利申请量和授权量方面连续三年位居中国第一。公开数据显示，自2018年起，百度不断提高研发费用，已从不低于15%提高到了2020年的21%以上，这不仅超越了华为的15%，而且在全球所有科技公司中也是名列前茅。正是得益于此，百度智能云服务、智能交通、智能驾驶及昆仑芯片等非广告业务进步飞快，成就令人瞩目。财报显示，百度智能云Q4实现同比增长67%，年营收130亿元。百度在智能交通和智能驾驶方面取得了突破性进展，Apollo生态大会上全新发布了智舱、智云、智驾、智图四大系列的智能汽车产品全景，实现了自动驾驶、智能车联、智能交通三驾马车并驾齐驱，在自动驾驶的赛道上，百度Apollo，成为当之无愧的领跑者。 2020年，百度Robotaxi在北京海淀、亦庄已开始常态运营，Apollo深耕7年之久的无人驾驶场景已开花结果。无人驾驶路测方面，截至2020年12月，百度在国内已累计获得测试牌照199张。今年1月底，百度Apollo又获得了美国加州全无人驾驶测试许可，百度Apollo可同时在北京、长沙、美国加州三地进行开放道路无人化测试。芯片方面，百度自研的7nm昆仑2芯片即将量产，有望在搜索、智能交通、工业互联网等场景广泛布署。公司定位的转变成为市场期待的焦点，受百度财报影响，美股盘后上涨3.5%。实际上早在2020年年末，百度美股开始疯狂拉升，仅三个月时间，股价飙升将近150％，总市值暴增近4500亿元，曾一度突破350美元/股。目前百度总市值约1159亿美元，折合人民币约7492亿元。人工智能是百度的核心大戏，从2013年开始，百度就在人工智能领域深度布局。彼时，移动互联网正在高速发展，但百度并未跟在阿里、腾讯后面亦步亦趋，而是另辟蹊径，聚焦人工智能。在智能驾驶领域，百度走了一步险棋，从当初的不被看好，到现在的厚积薄发，百度的努力和坚守终于开花结果，致力于“用技术改变世界，改变普通人的生活”百度终于实现了转型，也终于让世人看到，互联网巨头中，真正高举科技大旗的还是百度。近期百度在智能驾驶领域押下大注，2021年1月，百度宣布以整车制造商的身份进军汽车行业，与吉利控股合作正式成立一家智能汽车公司，李彦宏表示，希望通过自己造车，将先进的智能驾驶技术第一时间推向市场。百度在新的征途上迈出了令人期待的第一步。早在2016年，李彦宏就喊出了移动互联网时代已经结束了，下一幕是人工智能的口号。时代证明，这个口号喊对了！随着以智能云、智能驾驶等为代表的AI新技术加速落地，百度迎来了新一轮的发展机遇。李彦宏在全员信中强调，百度在技术研发上的长期投入，已经使百度成为业内领先的AI生态型公司，未来将继续在基础研究、基础技术和底层创新上肯下硬功夫，“不做创新气氛组，要做就做实干组”。李彦宏表示：“这是一个重新为科技创新加冕的时代。我们热爱这个时代，让我们在技术的深壑中踮起脚尖，再看远一点，看向星空，看到未来。”智能云、智能驾驶等人工智能只是百度庞大AI生态图景的一个组成部分，在AI领域，百度必将奔向更加辽阔壮丽的星辰大海。编辑/倪雨","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323285892,"gmtCreate":1615345386116,"gmtModify":1703487666376,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"涨","listText":"涨","text":"涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323285892","repostId":"1134733544","repostType":4,"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366530945,"gmtCreate":1614505064887,"gmtModify":1703477909441,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"散户力量大","listText":"散户力量大","text":"散户力量大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366530945","repostId":"2114888255","repostType":4,"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366865820,"gmtCreate":1614436711860,"gmtModify":1703477559085,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"加油💪","listText":"加油💪","text":"加油💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366865820","repostId":"2114909588","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328326769,"gmtCreate":1615499313751,"gmtModify":1703489962819,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一切都是好的开始","listText":"一切都是好的开始","text":"一切都是好的开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328326769","repostId":"1131743820","repostType":4,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327094233,"gmtCreate":1616036960822,"gmtModify":1703496707090,"author":{"id":"3570289928640104","authorId":"3570289928640104","name":"原来的样子","avatar":"https://static.tigerbbs.com/54084e3c327465ae0ccf753edf41aa7d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] 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19:35","market":"hk","language":"zh","title":"全球最大主权基金加仓千亿中国股票，重仓阿里、腾讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1172587149","media":"人民币交易与研究","summary":"挪威政府全球养老基金去年整体投资回报率达10.9%，都重仓了哪些中国股票。","content":"<p>近日，全球最大主权基金——挪威政府全球养老基金公布2020年年报。<b>截至2020年底，基金规模达到10.914万亿挪威克朗（折合人民币83458亿元）。</b>其中，权益资产投资占72.8%，固收资产投资占24.7%，房地产投资占2.5%。</p><p>该基金去年还大幅增仓了A股，第一大重仓股为<a href=\"https://laohu8.com/S/02318\">中国平安</a>，持仓市值为82亿元；<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>持仓市值约42亿元。</p><p><img src=\"https://static.tigerbbs.com/c5bde0a56cc29351555c8bb201ef2db1\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p><p>虽然2020年充满了不确定性和重大市场波动，但挪威政府全球养老基金表现不俗。<b>整体投资回报率达10.9%，较基准指数高出0.27个百分点</b>；同时，股权投资回报率为12.1%，固收投资回报率为7.5%。</p><p><img src=\"https://static.tigerbbs.com/6ea4e223ed8f3e661bd54c6b241592c2\" tg-width=\"1080\" tg-height=\"552\" referrerpolicy=\"no-referrer\"></p><p>在股权投资方面，<b>美国科技公司</b>做出了尤为突出的积极贡献，回报率高达41.9%。</p><p><img src=\"https://static.tigerbbs.com/4179839d5c98eea4bf5c81513a336c4a\" tg-width=\"1080\" tg-height=\"529\" referrerpolicy=\"no-referrer\"></p><p>此外，截至2020年底，挪威政府全球养老基金对于中国资产的投资市值折合人民币3218亿元（4209亿挪威克朗），占其资产规模增至3.8%。其中股票投资达736只，债券投资为6只。</p><p><img src=\"https://static.tigerbbs.com/c3eed9dd4b227d13576f816f5dfbb029\" tg-width=\"1080\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p>具体来看，截至2020年底，挪威政府全球养老基金的股票投资覆盖了736家注册地为中国内地的公司。<b>与2019年底相比，中国股票投资市值从2361亿元升至3205亿元。</b></p><p><img src=\"https://static.tigerbbs.com/6c8840772bd49479f57784f29a3298da\" tg-width=\"1080\" tg-height=\"378\" referrerpolicy=\"no-referrer\"></p><p>此外，根据挪威政府全球养老基金公布的最新F13持仓报告，<b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/00700\">腾讯控股</a></b>跻身前20大重仓股。</p><p><img src=\"https://static.tigerbbs.com/5610c5c688e7bfe7f8081a357b31011b\" tg-width=\"1080\" tg-height=\"479\" referrerpolicy=\"no-referrer\"></p><p>该基金对于中国股票持仓前三大重仓股分别为阿里巴巴、腾讯控股、美团，持仓市值分别为425亿元、380亿元、127亿元。A股第一大重仓股则为<a href=\"https://laohu8.com/S/601318\">中国平安</a>，持仓市值为82亿元；贵州茅台持仓市值约42亿元。</p><p>与2019年底相比，挪威政府全球养老基金对很多中国公司进行了加仓。贵州茅台的由0.13%升至0.17%；<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车持仓占比从0.03%升至0.87%；<a href=\"https://laohu8.com/S/JD\">京东</a>集团的由0.38%升至0.78%。</p><p>在全球低利率的背景下，中国成为全球“金主”增厚收益的不二之选。欧洲资管巨头百达集团合伙人Renaudde Planta近期在接受中国证券报采访时表示：</p><blockquote>1）在全球低利率的环境下，中国的货币政策比较合理，这支撑人民币走强；2）中国是全球少数在未来可维持高速增长的经济体；3）国际指数已经将A股纳入。海外机构投资者对A股相对低配，他们增加A股投资是必然趋势。</blockquote>","source":"lsy1574157197600","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>全球最大主权基金加仓千亿中国股票，重仓阿里、腾讯</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全球最大主权基金加仓千亿中国股票，重仓阿里、腾讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 19:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Cft6yrHCaRBREtKvkvJo-Q><strong>人民币交易与研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，全球最大主权基金——挪威政府全球养老基金公布2020年年报。截至2020年底，基金规模达到10.914万亿挪威克朗（折合人民币83458亿元）。其中，权益资产投资占72.8%，固收资产投资占24.7%，房地产投资占2.5%。该基金去年还大幅增仓了A股，第一大重仓股为中国平安，持仓市值为82亿元；贵州茅台持仓市值约42亿元。虽然2020年充满了不确定性和重大市场波动，但挪威政府全球养老基金表现...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Cft6yrHCaRBREtKvkvJo-Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/Cft6yrHCaRBREtKvkvJo-Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172587149","content_text":"近日，全球最大主权基金——挪威政府全球养老基金公布2020年年报。截至2020年底，基金规模达到10.914万亿挪威克朗（折合人民币83458亿元）。其中，权益资产投资占72.8%，固收资产投资占24.7%，房地产投资占2.5%。该基金去年还大幅增仓了A股，第一大重仓股为中国平安，持仓市值为82亿元；贵州茅台持仓市值约42亿元。虽然2020年充满了不确定性和重大市场波动，但挪威政府全球养老基金表现不俗。整体投资回报率达10.9%，较基准指数高出0.27个百分点；同时，股权投资回报率为12.1%，固收投资回报率为7.5%。在股权投资方面，美国科技公司做出了尤为突出的积极贡献，回报率高达41.9%。此外，截至2020年底，挪威政府全球养老基金对于中国资产的投资市值折合人民币3218亿元（4209亿挪威克朗），占其资产规模增至3.8%。其中股票投资达736只，债券投资为6只。具体来看，截至2020年底，挪威政府全球养老基金的股票投资覆盖了736家注册地为中国内地的公司。与2019年底相比，中国股票投资市值从2361亿元升至3205亿元。此外，根据挪威政府全球养老基金公布的最新F13持仓报告，阿里巴巴和腾讯控股跻身前20大重仓股。该基金对于中国股票持仓前三大重仓股分别为阿里巴巴、腾讯控股、美团，持仓市值分别为425亿元、380亿元、127亿元。A股第一大重仓股则为中国平安，持仓市值为82亿元；贵州茅台持仓市值约42亿元。与2019年底相比，挪威政府全球养老基金对很多中国公司进行了加仓。贵州茅台的由0.13%升至0.17%；蔚来汽车持仓占比从0.03%升至0.87%；京东集团的由0.38%升至0.78%。在全球低利率的背景下，中国成为全球“金主”增厚收益的不二之选。欧洲资管巨头百达集团合伙人Renaudde Planta近期在接受中国证券报采访时表示：1）在全球低利率的环境下，中国的货币政策比较合理，这支撑人民币走强；2）中国是全球少数在未来可维持高速增长的经济体；3）国际指数已经将A股纳入。海外机构投资者对A股相对低配，他们增加A股投资是必然趋势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}