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去会所
10-30 23:09
$礼来(LLY)$
上,今晚翻工,来个地天板[开心] [财迷]
去会所
10-30 10:42
$汇丰控股(00005)$
上啊,破73大关
去会所
10-25
可你那么亮眼的财报也就这熊样??
Susquehanna Adjusts Price Target on Northrop Grumman to $625 From $560
去会所
10-25
还有谁敢跟贾老板玩的吗?[笑哭]
法拉第未来中东战略正式进入运营阶段
去会所
10-25
企鹅是不是一个都拿不到?
国家新闻出版署:10月份共113款国产网络游戏获批
去会所
10-24
$特斯拉(TSLA)$
不是5:30才发财报吗?😓
去会所
10-22
Replying to
@Pnoy
:这个比喻太狠了 [笑哭]//
@Pnoy
:如果 我是说如果。中国人均收入超过美国 中国股市应该给什么估值呢?
去会所
10-21
$中芯国际(00981)$
生性点啦
去会所
10-18
$房多多(DUO)$
今天不翻个倍?
去会所
10-18
$中芯国际(00981)$
争气点行不行,缅A都比你有劲[白眼]
去会所
10-18
蔬菜贵了好多[无语]
今年前三季度中国GDP同比增长4.8%
去会所
10-17
技术故障?让我丢了多少就一句技术故障😡
阿斯麦财报电话会:芯片业需求复苏缓慢 客户更加谨慎
去会所
10-15
我去啊,不是16号盘前才发布吗?是我时差没调好??
阿斯麦Q3订单远逊预期,下调2025年净销售额和毛利率指引
去会所
10-10
这是又要跌??
西方石油公司称第三季度石油和天然气价格下跌
去会所
10-08
$西方石油(OXY)$
布油昨晚涨了三个点,你咋跟死鱼一样?[冷漠] [难过]
去会所
10-07
这是不是那个被爆财务造假的公司?
超微电脑涨超16%,发布新品,近期销量强劲
去会所
10-04
$金融ETF(XLF)$
听闻老美那边很多人银行卡余额突然显示为0?
去会所
10-01
$雷神技术公司(RTX)$
卖飞了[笑哭] [捂脸]
去会所
09-30
$星竞威武(NIPG)$
星竞是不是不算中概股?别人涨疯了,你还继续往下掉?[惊讶]
去会所
09-30
$雷神技术公司(RTX)$
中东添油,军火商能上去吧?
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","text":"还有谁敢跟贾老板玩的吗?[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363944864571616","repostId":"1160050157","repostType":2,"repost":{"id":"1160050157","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":1729863548,"share":"https://www.laohu8.com/m/news/1160050157?lang=&edition=full","pubTime":"2024-10-25 21:39","market":"us","language":"zh","title":"法拉第未来中东战略正式进入运营阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1160050157","media":"老虎资讯综合","summary":"10月25日,法拉第未来盘初一度大涨25%,中东战略正式进入运营阶段。","content":"<html><head></head><body><p>10月25日,法拉第未来盘初一度大涨25%,中东战略正式进入运营阶段。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/486a3560726783ae84363ecc5216925d\" tg-width=\"560\" 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16:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月25日,国家新闻出版署发布2024年10月份国产网络游戏审批信息,共113款游戏获批,其中包括中青宝旗下的三款游戏《光明记忆:无限》、《元气百响》、《元游军棋》。此外,恺英网络旗下的《黑龙风暴》亦在列。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3004d863eeee8bb8b408c9ccdeca5142\" alt=\"\" title=\"\" tg-width=\"820\" 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争气点行不行,缅A都比你有劲[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361334695788816","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361191777861912,"gmtCreate":1729217173755,"gmtModify":1729217176022,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"蔬菜贵了好多[无语] ","listText":"蔬菜贵了好多[无语] ","text":"蔬菜贵了好多[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361191777861912","repostId":"1169042456","repostType":2,"repost":{"id":"1169042456","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":1729216917,"share":"https://www.laohu8.com/m/news/1169042456?lang=&edition=full","pubTime":"2024-10-18 10:01","market":"us","language":"zh","title":"今年前三季度中国GDP同比增长4.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169042456","media":"老虎资讯综合","summary":"国家统计局10月18日发布数据显示,初步核算,今年前三季度中国国内生产总值(GDP)949746亿元,按不变价格计算,同比增长4.8%,其中,三季度GDP同比增长4.6%。","content":"<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>前三季度国民经济运行稳中有进,向好因素累积增多</p></li><li><p>居民消费价格温和上涨,工业生产者价格下降</p></li><li><p>就业形势总体稳定,城镇调查失业率略有下降</p></li></ul><p>10月18日,国家统计局今日发布数据显示,初步核算,今年前三季度中国国内生产总值(GDP)949746亿元,按不变价格计算,同比增长4.8%,其中,三季度GDP同比增长4.6%。</p><p><strong>前三季度国民经济运行稳中有进 向好因素累积增多</strong></p><p>前三季度,面对复杂严峻的外部环境和国内经济运行中的新情况新问题,在以习近平同志为核心的党中央坚强领导下,各地区各部门深入贯彻落实党中央、国务院决策部署,坚持稳中求进工作总基调,加大宏观调控力度,着力深化改革开放、扩大国内需求、优化经济结构,有效落实存量政策,加力推出增量政策,国民经济运行总体平稳、稳中有进,生产需求平稳增长,就业物价总体稳定,民生保障扎实有力,新质生产力稳步发展,高质量发展扎实推进,9月份多数生产需求指标好转,市场预期改善,推动经济回升向好的积极因素累积增多。</p><p>初步核算,前三季度国内生产总值949746亿元,按不变价格计算,同比增长4.8%。分产业看,第一产业增加值57733亿元,同比增长3.4%;第二产业增加值361362亿元,增长5.4%;第三产业增加值530651亿元,增长4.7%。分季度看,一季度国内生产总值同比增长5.3%,二季度增长4.7%,三季度增长4.6%。从环比看,三季度国内生产总值增长0.9%。</p><p><strong>一、农业生产形势较好,畜牧业总体平稳</strong></p><p>前三季度,农业(种植业)增加值同比增长3.7%。全国夏粮早稻产量合计17795万吨,比上年增加346万吨,增长2.0%。秋收进展顺利,全年粮食有望再获丰收。前三季度,猪牛羊禽肉产量7044万吨,同比增长1.0%,其中,牛肉、禽肉产量分别增长4.6%、6.4%,猪肉、羊肉产量分别下降1.4%、2.2%;牛奶产量下降0.1%,禽蛋产量增长3.5%。三季度末,生猪存栏42694万头,同比下降3.5%;前三季度,生猪出栏52030万头,下降3.2%。</p><p><strong>二、工业生产平稳增长,装备制造业和高技术制造业增长较快</strong></p><p>前三季度,全国规模以上工业增加值同比增长5.8%。分三大门类看,采矿业增加值同比增长2.9%,制造业增长6.0%,电力、热力、燃气及水生产和供应业增长6.3%。装备制造业增加值同比增长7.5%,高技术制造业增加值增长9.1%,增速分别快于全部规模以上工业1.7和3.3个百分点。分经济类型看,国有控股企业增加值同比增长4.3%;股份制企业增长6.1%,外商及港澳台投资企业增长3.9%;私营企业增长5.5%。分产品看,新能源汽车、集成电路、3D打印设备产品产量同比分别增长33.8%、26.0%、25.4%。9月份,规模以上工业增加值同比增长5.4%,比上月加快0.9个百分点;环比增长0.59%。9月份,制造业采购经理指数为49.8%,比上月上升0.7个百分点;企业生产经营活动预期指数为52.0%。1-8月份,全国规模以上工业企业实现利润总额46527亿元,同比增长0.5%。</p><p><strong>三、服务业持续恢复,现代服务业发展良好</strong></p><p>前三季度,服务业增加值同比增长4.7%。其中,信息传输、软件和信息技术服务业,租赁和商务服务业,交通运输、仓储和邮政业,住宿和餐饮业,批发和零售业增加值分别增长11.3%、10.1%、6.8%、6.3%、5.4%。9月份,全国服务业生产指数同比增长5.1%,比上月加快0.5个百分点。其中,信息传输、软件和信息技术服务业,租赁和商务服务业,金融业生产指数分别增长11.4%、9.7%、6.5%。1-8月份,规模以上服务业企业营业收入同比增长7.7%。9月份,服务业商务活动指数为49.9%,服务业业务活动预期指数为54.6%。其中,邮政、电信广播电视及卫星传输服务、互联网软件及信息技术服务、货币金融服务等行业商务活动指数位于55.0%以上较高景气区间。</p><p><strong>四、市场销售保持增长,升级类商品销售向好</strong></p><p>前三季度,社会消费品零售总额353564亿元,同比增长3.3%。按经营单位所在地分,城镇消费品零售额305869亿元,同比增长3.2%;乡村消费品零售额47695亿元,增长4.4%。按消费类型分,商品零售额314149亿元,增长3.0%;餐饮收入39415亿元,增长6.2%。部分基本生活类和升级类商品销售良好,限额以上单位粮油食品类、饮料类商品零售额分别增长9.9%、4.5%;通讯器材类、体育娱乐用品类商品零售额分别增长11.9%、9.7%。全国网上零售额108930亿元,同比增长8.6%。其中,实物商品网上零售额90721亿元,增长7.9%,占社会消费品零售总额的比重为25.7%。9月份,社会消费品零售总额同比增长3.2%,比上月加快1.1个百分点;环比增长0.39%。汽车、家电等商品销售向好,9月份限额以上单位家用电器和音像器材类、通讯器材类、文化办公用品类商品零售额分别增长20.5%、12.3%、10.0%;汽车类、家具类商品零售额均增长0.4%,增速由负转正。前三季度,服务零售额同比增长6.7%。</p><p><strong>五、固定资产投资规模继续扩大,高技术产业投资增长较快</strong></p><p>前三季度,全国固定资产投资(不含农户)378978亿元,同比增长3.4%;扣除房地产开发投资,全国固定资产投资增长7.7%。分领域看,基础设施投资同比增长4.1%,制造业投资增长9.2%,房地产开发投资下降10.1%。全国新建商品房销售面积70284万平方米,同比下降17.1%,降幅比上半年和1-8月份分别收窄1.9和0.9个百分点;新建商品房销售额68880亿元,下降22.7%,降幅比上半年和1-8月份分别收窄2.3和0.9个百分点。分产业看,第一产业投资同比增长2.3%,第二产业投资增长12.3%,第三产业投资下降0.7%。民间投资下降0.2%;扣除房地产开发投资,民间投资增长6.4%。高技术产业投资同比增长10.0%,其中高技术制造业和高技术服务业投资分别增长9.4%、11.4%。高技术制造业中,航空、航天器及设备制造业,电子及通信设备制造业投资分别增长34.1%、10.3%;高技术服务业中,专业技术服务业、电子商务服务业、科技成果转化服务业投资分别增长31.8%、14.8%、14.8%。9月份,固定资产投资(不含农户)环比增长0.65%。</p><p><strong>六、货物进出口较快增长,贸易结构持续优化</strong></p><p>前三季度,货物进出口总额323252亿元,同比增长5.3%。其中,出口186147亿元,增长6.2%;进口137104亿元,增长4.1%。进出口相抵,贸易顺差49043亿元。民营企业进出口增长9.4%,占进出口总额的比重为55.0%,比上年同期提高2.1个百分点。对共建“一带一路”国家进出口增长6.3%,占进出口总额的比重为47.1%。机电产品出口增长8.0%,占出口总额的比重为59.3%。9月份,进出口总额37480亿元,同比增长0.7%。其中,出口21653亿元,增长1.6%;进口15827亿元,下降0.5%。</p><p><strong>七、居民消费价格温和上涨,工业生产者价格下降</strong></p><p>前三季度,全国居民消费价格(CPI)同比上涨0.3%,涨幅比上半年扩大0.2个百分点。分类别看,食品烟酒价格下降0.4%,衣着价格上涨1.5%,居住价格上涨0.1%,生活用品及服务价格上涨0.7%,交通通信价格下降1.3%,教育文化娱乐价格上涨1.7%,医疗保健价格上涨1.4%,其他用品及服务价格上涨3.4%。在食品烟酒价格中,鲜果价格下降4.7%,粮食价格上涨0.2%,鲜菜价格上涨3.3%,猪肉价格上涨5.8%。扣除食品和能源价格后的核心CPI同比上涨0.5%。9月份,全国居民消费价格同比上涨0.4%,环比持平。</p><p>前三季度,全国工业生产者出厂价格同比下降2.0%,降幅比上半年收窄0.1个百分点。其中,9月份同比下降2.8%,环比下降0.6%。前三季度,工业生产者购进价格同比下降2.1%。其中,9月份同比下降2.2%,环比下降0.8%。</p><p><strong>八、就业形势总体稳定,城镇调查失业率略有下降</strong></p><p>前三季度,全国城镇调查失业率平均值为5.1%,比上年同期下降0.2个百分点。9月份,全国城镇调查失业率为5.1%,比上月下降0.2个百分点。本地户籍劳动力调查失业率为5.2%;外来户籍劳动力调查失业率为4.8%,其中外来农业户籍劳动力调查失业率为4.6%。31个大城市城镇调查失业率为5.1%,比上月下降0.3个百分点。全国企业就业人员周平均工作时间为48.8小时。三季度末,外出务工农村劳动力总量19014万人,同比增长1.3%。</p><p><strong>九、居民收入继续增长,农村居民收入增长快于城镇居民</strong></p><p>前三季度,全国居民人均可支配收入30941元,同比名义增长5.2%,扣除价格因素实际增长4.9%。按常住地分,城镇居民人均可支配收入41183元,同比名义增长4.5%,实际增长4.2%;农村居民人均可支配收入16740元,同比名义增长6.6%,实际增长6.3%。从收入来源看,全国居民人均工资性收入、经营净收入、财产净收入、转移净收入分别名义增长5.7%、6.4%、1.2%、4.9%。全国居民人均可支配收入中位数25978元,同比名义增长5.9%。</p><p>总的来看,前三季度经济运行总体平稳、稳中有进,政策效应不断显现,主要经济指标近期出现积极变化。同时也要看到,外部环境更趋复杂严峻,经济回升向好基础仍需巩固。下阶段,要坚持以习近平新时代中国特色社会主义思想为指导,全面贯彻落实党的二十大和二十届二中、三中全会精神,认真落实党中央、国务院决策部署,坚持稳中求进工作总基调,完整、准确、全面贯彻新发展理念,加快构建新发展格局,强化存量政策和增量政策协同发力,推进各项政策加快落地见效,巩固和增强经济回升向好势头,努力完成全年经济社会发展目标任务。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\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今年前三季度中国GDP同比增长4.8%\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\">2024-10-18 10:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>摘要:</strong></p><ul style=\"\"><li><p>前三季度国民经济运行稳中有进,向好因素累积增多</p></li><li><p>居民消费价格温和上涨,工业生产者价格下降</p></li><li><p>就业形势总体稳定,城镇调查失业率略有下降</p></li></ul><p>10月18日,国家统计局今日发布数据显示,初步核算,今年前三季度中国国内生产总值(GDP)949746亿元,按不变价格计算,同比增长4.8%,其中,三季度GDP同比增长4.6%。</p><p><strong>前三季度国民经济运行稳中有进 向好因素累积增多</strong></p><p>前三季度,面对复杂严峻的外部环境和国内经济运行中的新情况新问题,在以习近平同志为核心的党中央坚强领导下,各地区各部门深入贯彻落实党中央、国务院决策部署,坚持稳中求进工作总基调,加大宏观调控力度,着力深化改革开放、扩大国内需求、优化经济结构,有效落实存量政策,加力推出增量政策,国民经济运行总体平稳、稳中有进,生产需求平稳增长,就业物价总体稳定,民生保障扎实有力,新质生产力稳步发展,高质量发展扎实推进,9月份多数生产需求指标好转,市场预期改善,推动经济回升向好的积极因素累积增多。</p><p>初步核算,前三季度国内生产总值949746亿元,按不变价格计算,同比增长4.8%。分产业看,第一产业增加值57733亿元,同比增长3.4%;第二产业增加值361362亿元,增长5.4%;第三产业增加值530651亿元,增长4.7%。分季度看,一季度国内生产总值同比增长5.3%,二季度增长4.7%,三季度增长4.6%。从环比看,三季度国内生产总值增长0.9%。</p><p><strong>一、农业生产形势较好,畜牧业总体平稳</strong></p><p>前三季度,农业(种植业)增加值同比增长3.7%。全国夏粮早稻产量合计17795万吨,比上年增加346万吨,增长2.0%。秋收进展顺利,全年粮食有望再获丰收。前三季度,猪牛羊禽肉产量7044万吨,同比增长1.0%,其中,牛肉、禽肉产量分别增长4.6%、6.4%,猪肉、羊肉产量分别下降1.4%、2.2%;牛奶产量下降0.1%,禽蛋产量增长3.5%。三季度末,生猪存栏42694万头,同比下降3.5%;前三季度,生猪出栏52030万头,下降3.2%。</p><p><strong>二、工业生产平稳增长,装备制造业和高技术制造业增长较快</strong></p><p>前三季度,全国规模以上工业增加值同比增长5.8%。分三大门类看,采矿业增加值同比增长2.9%,制造业增长6.0%,电力、热力、燃气及水生产和供应业增长6.3%。装备制造业增加值同比增长7.5%,高技术制造业增加值增长9.1%,增速分别快于全部规模以上工业1.7和3.3个百分点。分经济类型看,国有控股企业增加值同比增长4.3%;股份制企业增长6.1%,外商及港澳台投资企业增长3.9%;私营企业增长5.5%。分产品看,新能源汽车、集成电路、3D打印设备产品产量同比分别增长33.8%、26.0%、25.4%。9月份,规模以上工业增加值同比增长5.4%,比上月加快0.9个百分点;环比增长0.59%。9月份,制造业采购经理指数为49.8%,比上月上升0.7个百分点;企业生产经营活动预期指数为52.0%。1-8月份,全国规模以上工业企业实现利润总额46527亿元,同比增长0.5%。</p><p><strong>三、服务业持续恢复,现代服务业发展良好</strong></p><p>前三季度,服务业增加值同比增长4.7%。其中,信息传输、软件和信息技术服务业,租赁和商务服务业,交通运输、仓储和邮政业,住宿和餐饮业,批发和零售业增加值分别增长11.3%、10.1%、6.8%、6.3%、5.4%。9月份,全国服务业生产指数同比增长5.1%,比上月加快0.5个百分点。其中,信息传输、软件和信息技术服务业,租赁和商务服务业,金融业生产指数分别增长11.4%、9.7%、6.5%。1-8月份,规模以上服务业企业营业收入同比增长7.7%。9月份,服务业商务活动指数为49.9%,服务业业务活动预期指数为54.6%。其中,邮政、电信广播电视及卫星传输服务、互联网软件及信息技术服务、货币金融服务等行业商务活动指数位于55.0%以上较高景气区间。</p><p><strong>四、市场销售保持增长,升级类商品销售向好</strong></p><p>前三季度,社会消费品零售总额353564亿元,同比增长3.3%。按经营单位所在地分,城镇消费品零售额305869亿元,同比增长3.2%;乡村消费品零售额47695亿元,增长4.4%。按消费类型分,商品零售额314149亿元,增长3.0%;餐饮收入39415亿元,增长6.2%。部分基本生活类和升级类商品销售良好,限额以上单位粮油食品类、饮料类商品零售额分别增长9.9%、4.5%;通讯器材类、体育娱乐用品类商品零售额分别增长11.9%、9.7%。全国网上零售额108930亿元,同比增长8.6%。其中,实物商品网上零售额90721亿元,增长7.9%,占社会消费品零售总额的比重为25.7%。9月份,社会消费品零售总额同比增长3.2%,比上月加快1.1个百分点;环比增长0.39%。汽车、家电等商品销售向好,9月份限额以上单位家用电器和音像器材类、通讯器材类、文化办公用品类商品零售额分别增长20.5%、12.3%、10.0%;汽车类、家具类商品零售额均增长0.4%,增速由负转正。前三季度,服务零售额同比增长6.7%。</p><p><strong>五、固定资产投资规模继续扩大,高技术产业投资增长较快</strong></p><p>前三季度,全国固定资产投资(不含农户)378978亿元,同比增长3.4%;扣除房地产开发投资,全国固定资产投资增长7.7%。分领域看,基础设施投资同比增长4.1%,制造业投资增长9.2%,房地产开发投资下降10.1%。全国新建商品房销售面积70284万平方米,同比下降17.1%,降幅比上半年和1-8月份分别收窄1.9和0.9个百分点;新建商品房销售额68880亿元,下降22.7%,降幅比上半年和1-8月份分别收窄2.3和0.9个百分点。分产业看,第一产业投资同比增长2.3%,第二产业投资增长12.3%,第三产业投资下降0.7%。民间投资下降0.2%;扣除房地产开发投资,民间投资增长6.4%。高技术产业投资同比增长10.0%,其中高技术制造业和高技术服务业投资分别增长9.4%、11.4%。高技术制造业中,航空、航天器及设备制造业,电子及通信设备制造业投资分别增长34.1%、10.3%;高技术服务业中,专业技术服务业、电子商务服务业、科技成果转化服务业投资分别增长31.8%、14.8%、14.8%。9月份,固定资产投资(不含农户)环比增长0.65%。</p><p><strong>六、货物进出口较快增长,贸易结构持续优化</strong></p><p>前三季度,货物进出口总额323252亿元,同比增长5.3%。其中,出口186147亿元,增长6.2%;进口137104亿元,增长4.1%。进出口相抵,贸易顺差49043亿元。民营企业进出口增长9.4%,占进出口总额的比重为55.0%,比上年同期提高2.1个百分点。对共建“一带一路”国家进出口增长6.3%,占进出口总额的比重为47.1%。机电产品出口增长8.0%,占出口总额的比重为59.3%。9月份,进出口总额37480亿元,同比增长0.7%。其中,出口21653亿元,增长1.6%;进口15827亿元,下降0.5%。</p><p><strong>七、居民消费价格温和上涨,工业生产者价格下降</strong></p><p>前三季度,全国居民消费价格(CPI)同比上涨0.3%,涨幅比上半年扩大0.2个百分点。分类别看,食品烟酒价格下降0.4%,衣着价格上涨1.5%,居住价格上涨0.1%,生活用品及服务价格上涨0.7%,交通通信价格下降1.3%,教育文化娱乐价格上涨1.7%,医疗保健价格上涨1.4%,其他用品及服务价格上涨3.4%。在食品烟酒价格中,鲜果价格下降4.7%,粮食价格上涨0.2%,鲜菜价格上涨3.3%,猪肉价格上涨5.8%。扣除食品和能源价格后的核心CPI同比上涨0.5%。9月份,全国居民消费价格同比上涨0.4%,环比持平。</p><p>前三季度,全国工业生产者出厂价格同比下降2.0%,降幅比上半年收窄0.1个百分点。其中,9月份同比下降2.8%,环比下降0.6%。前三季度,工业生产者购进价格同比下降2.1%。其中,9月份同比下降2.2%,环比下降0.8%。</p><p><strong>八、就业形势总体稳定,城镇调查失业率略有下降</strong></p><p>前三季度,全国城镇调查失业率平均值为5.1%,比上年同期下降0.2个百分点。9月份,全国城镇调查失业率为5.1%,比上月下降0.2个百分点。本地户籍劳动力调查失业率为5.2%;外来户籍劳动力调查失业率为4.8%,其中外来农业户籍劳动力调查失业率为4.6%。31个大城市城镇调查失业率为5.1%,比上月下降0.3个百分点。全国企业就业人员周平均工作时间为48.8小时。三季度末,外出务工农村劳动力总量19014万人,同比增长1.3%。</p><p><strong>九、居民收入继续增长,农村居民收入增长快于城镇居民</strong></p><p>前三季度,全国居民人均可支配收入30941元,同比名义增长5.2%,扣除价格因素实际增长4.9%。按常住地分,城镇居民人均可支配收入41183元,同比名义增长4.5%,实际增长4.2%;农村居民人均可支配收入16740元,同比名义增长6.6%,实际增长6.3%。从收入来源看,全国居民人均工资性收入、经营净收入、财产净收入、转移净收入分别名义增长5.7%、6.4%、1.2%、4.9%。全国居民人均可支配收入中位数25978元,同比名义增长5.9%。</p><p>总的来看,前三季度经济运行总体平稳、稳中有进,政策效应不断显现,主要经济指标近期出现积极变化。同时也要看到,外部环境更趋复杂严峻,经济回升向好基础仍需巩固。下阶段,要坚持以习近平新时代中国特色社会主义思想为指导,全面贯彻落实党的二十大和二十届二中、三中全会精神,认真落实党中央、国务院决策部署,坚持稳中求进工作总基调,完整、准确、全面贯彻新发展理念,加快构建新发展格局,强化存量政策和增量政策协同发力,推进各项政策加快落地见效,巩固和增强经济回升向好势头,努力完成全年经济社会发展目标任务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cae5869e8a953646a2b188cdec749d4b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169042456","content_text":"摘要:前三季度国民经济运行稳中有进,向好因素累积增多居民消费价格温和上涨,工业生产者价格下降就业形势总体稳定,城镇调查失业率略有下降10月18日,国家统计局今日发布数据显示,初步核算,今年前三季度中国国内生产总值(GDP)949746亿元,按不变价格计算,同比增长4.8%,其中,三季度GDP同比增长4.6%。前三季度国民经济运行稳中有进 向好因素累积增多前三季度,面对复杂严峻的外部环境和国内经济运行中的新情况新问题,在以习近平同志为核心的党中央坚强领导下,各地区各部门深入贯彻落实党中央、国务院决策部署,坚持稳中求进工作总基调,加大宏观调控力度,着力深化改革开放、扩大国内需求、优化经济结构,有效落实存量政策,加力推出增量政策,国民经济运行总体平稳、稳中有进,生产需求平稳增长,就业物价总体稳定,民生保障扎实有力,新质生产力稳步发展,高质量发展扎实推进,9月份多数生产需求指标好转,市场预期改善,推动经济回升向好的积极因素累积增多。初步核算,前三季度国内生产总值949746亿元,按不变价格计算,同比增长4.8%。分产业看,第一产业增加值57733亿元,同比增长3.4%;第二产业增加值361362亿元,增长5.4%;第三产业增加值530651亿元,增长4.7%。分季度看,一季度国内生产总值同比增长5.3%,二季度增长4.7%,三季度增长4.6%。从环比看,三季度国内生产总值增长0.9%。一、农业生产形势较好,畜牧业总体平稳前三季度,农业(种植业)增加值同比增长3.7%。全国夏粮早稻产量合计17795万吨,比上年增加346万吨,增长2.0%。秋收进展顺利,全年粮食有望再获丰收。前三季度,猪牛羊禽肉产量7044万吨,同比增长1.0%,其中,牛肉、禽肉产量分别增长4.6%、6.4%,猪肉、羊肉产量分别下降1.4%、2.2%;牛奶产量下降0.1%,禽蛋产量增长3.5%。三季度末,生猪存栏42694万头,同比下降3.5%;前三季度,生猪出栏52030万头,下降3.2%。二、工业生产平稳增长,装备制造业和高技术制造业增长较快前三季度,全国规模以上工业增加值同比增长5.8%。分三大门类看,采矿业增加值同比增长2.9%,制造业增长6.0%,电力、热力、燃气及水生产和供应业增长6.3%。装备制造业增加值同比增长7.5%,高技术制造业增加值增长9.1%,增速分别快于全部规模以上工业1.7和3.3个百分点。分经济类型看,国有控股企业增加值同比增长4.3%;股份制企业增长6.1%,外商及港澳台投资企业增长3.9%;私营企业增长5.5%。分产品看,新能源汽车、集成电路、3D打印设备产品产量同比分别增长33.8%、26.0%、25.4%。9月份,规模以上工业增加值同比增长5.4%,比上月加快0.9个百分点;环比增长0.59%。9月份,制造业采购经理指数为49.8%,比上月上升0.7个百分点;企业生产经营活动预期指数为52.0%。1-8月份,全国规模以上工业企业实现利润总额46527亿元,同比增长0.5%。三、服务业持续恢复,现代服务业发展良好前三季度,服务业增加值同比增长4.7%。其中,信息传输、软件和信息技术服务业,租赁和商务服务业,交通运输、仓储和邮政业,住宿和餐饮业,批发和零售业增加值分别增长11.3%、10.1%、6.8%、6.3%、5.4%。9月份,全国服务业生产指数同比增长5.1%,比上月加快0.5个百分点。其中,信息传输、软件和信息技术服务业,租赁和商务服务业,金融业生产指数分别增长11.4%、9.7%、6.5%。1-8月份,规模以上服务业企业营业收入同比增长7.7%。9月份,服务业商务活动指数为49.9%,服务业业务活动预期指数为54.6%。其中,邮政、电信广播电视及卫星传输服务、互联网软件及信息技术服务、货币金融服务等行业商务活动指数位于55.0%以上较高景气区间。四、市场销售保持增长,升级类商品销售向好前三季度,社会消费品零售总额353564亿元,同比增长3.3%。按经营单位所在地分,城镇消费品零售额305869亿元,同比增长3.2%;乡村消费品零售额47695亿元,增长4.4%。按消费类型分,商品零售额314149亿元,增长3.0%;餐饮收入39415亿元,增长6.2%。部分基本生活类和升级类商品销售良好,限额以上单位粮油食品类、饮料类商品零售额分别增长9.9%、4.5%;通讯器材类、体育娱乐用品类商品零售额分别增长11.9%、9.7%。全国网上零售额108930亿元,同比增长8.6%。其中,实物商品网上零售额90721亿元,增长7.9%,占社会消费品零售总额的比重为25.7%。9月份,社会消费品零售总额同比增长3.2%,比上月加快1.1个百分点;环比增长0.39%。汽车、家电等商品销售向好,9月份限额以上单位家用电器和音像器材类、通讯器材类、文化办公用品类商品零售额分别增长20.5%、12.3%、10.0%;汽车类、家具类商品零售额均增长0.4%,增速由负转正。前三季度,服务零售额同比增长6.7%。五、固定资产投资规模继续扩大,高技术产业投资增长较快前三季度,全国固定资产投资(不含农户)378978亿元,同比增长3.4%;扣除房地产开发投资,全国固定资产投资增长7.7%。分领域看,基础设施投资同比增长4.1%,制造业投资增长9.2%,房地产开发投资下降10.1%。全国新建商品房销售面积70284万平方米,同比下降17.1%,降幅比上半年和1-8月份分别收窄1.9和0.9个百分点;新建商品房销售额68880亿元,下降22.7%,降幅比上半年和1-8月份分别收窄2.3和0.9个百分点。分产业看,第一产业投资同比增长2.3%,第二产业投资增长12.3%,第三产业投资下降0.7%。民间投资下降0.2%;扣除房地产开发投资,民间投资增长6.4%。高技术产业投资同比增长10.0%,其中高技术制造业和高技术服务业投资分别增长9.4%、11.4%。高技术制造业中,航空、航天器及设备制造业,电子及通信设备制造业投资分别增长34.1%、10.3%;高技术服务业中,专业技术服务业、电子商务服务业、科技成果转化服务业投资分别增长31.8%、14.8%、14.8%。9月份,固定资产投资(不含农户)环比增长0.65%。六、货物进出口较快增长,贸易结构持续优化前三季度,货物进出口总额323252亿元,同比增长5.3%。其中,出口186147亿元,增长6.2%;进口137104亿元,增长4.1%。进出口相抵,贸易顺差49043亿元。民营企业进出口增长9.4%,占进出口总额的比重为55.0%,比上年同期提高2.1个百分点。对共建“一带一路”国家进出口增长6.3%,占进出口总额的比重为47.1%。机电产品出口增长8.0%,占出口总额的比重为59.3%。9月份,进出口总额37480亿元,同比增长0.7%。其中,出口21653亿元,增长1.6%;进口15827亿元,下降0.5%。七、居民消费价格温和上涨,工业生产者价格下降前三季度,全国居民消费价格(CPI)同比上涨0.3%,涨幅比上半年扩大0.2个百分点。分类别看,食品烟酒价格下降0.4%,衣着价格上涨1.5%,居住价格上涨0.1%,生活用品及服务价格上涨0.7%,交通通信价格下降1.3%,教育文化娱乐价格上涨1.7%,医疗保健价格上涨1.4%,其他用品及服务价格上涨3.4%。在食品烟酒价格中,鲜果价格下降4.7%,粮食价格上涨0.2%,鲜菜价格上涨3.3%,猪肉价格上涨5.8%。扣除食品和能源价格后的核心CPI同比上涨0.5%。9月份,全国居民消费价格同比上涨0.4%,环比持平。前三季度,全国工业生产者出厂价格同比下降2.0%,降幅比上半年收窄0.1个百分点。其中,9月份同比下降2.8%,环比下降0.6%。前三季度,工业生产者购进价格同比下降2.1%。其中,9月份同比下降2.2%,环比下降0.8%。八、就业形势总体稳定,城镇调查失业率略有下降前三季度,全国城镇调查失业率平均值为5.1%,比上年同期下降0.2个百分点。9月份,全国城镇调查失业率为5.1%,比上月下降0.2个百分点。本地户籍劳动力调查失业率为5.2%;外来户籍劳动力调查失业率为4.8%,其中外来农业户籍劳动力调查失业率为4.6%。31个大城市城镇调查失业率为5.1%,比上月下降0.3个百分点。全国企业就业人员周平均工作时间为48.8小时。三季度末,外出务工农村劳动力总量19014万人,同比增长1.3%。九、居民收入继续增长,农村居民收入增长快于城镇居民前三季度,全国居民人均可支配收入30941元,同比名义增长5.2%,扣除价格因素实际增长4.9%。按常住地分,城镇居民人均可支配收入41183元,同比名义增长4.5%,实际增长4.2%;农村居民人均可支配收入16740元,同比名义增长6.6%,实际增长6.3%。从收入来源看,全国居民人均工资性收入、经营净收入、财产净收入、转移净收入分别名义增长5.7%、6.4%、1.2%、4.9%。全国居民人均可支配收入中位数25978元,同比名义增长5.9%。总的来看,前三季度经济运行总体平稳、稳中有进,政策效应不断显现,主要经济指标近期出现积极变化。同时也要看到,外部环境更趋复杂严峻,经济回升向好基础仍需巩固。下阶段,要坚持以习近平新时代中国特色社会主义思想为指导,全面贯彻落实党的二十大和二十届二中、三中全会精神,认真落实党中央、国务院决策部署,坚持稳中求进工作总基调,完整、准确、全面贯彻新发展理念,加快构建新发展格局,强化存量政策和增量政策协同发力,推进各项政策加快落地见效,巩固和增强经济回升向好势头,努力完成全年经济社会发展目标任务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360968734474400,"gmtCreate":1729152424905,"gmtModify":1729152426899,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"技术故障?让我丢了多少就一句技术故障😡","listText":"技术故障?让我丢了多少就一句技术故障😡","text":"技术故障?让我丢了多少就一句技术故障😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360968734474400","repostId":"2476094729","repostType":2,"repost":{"id":"2476094729","pubTimestamp":1729099749,"share":"https://www.laohu8.com/m/news/2476094729?lang=&edition=full","pubTime":"2024-10-17 01:29","market":"us","language":"zh","title":"阿斯麦财报电话会:芯片业需求复苏缓慢 客户更加谨慎","url":"https://stock-news.laohu8.com/highlight/detail?id=2476094729","media":"华尔街见闻","summary":"阿斯麦首席执行官Christophe Fouquet表示,虽然继续将AI视为行业复苏的关键驱动因素,且有潜在的上行空间,但其他领域的复苏比预期更为缓慢,导致“客户更加谨慎,一些投资计划被推迟”,其中汽车、移动设备和个人电脑市场的需求复苏特别缓慢。他还表示阿斯麦将放缓短期投资计划,以适应市场需求。","content":"<html><body><p><a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>控股(阿斯麦 Holding NV)糟糕的三季度财报周二因技术故障被提前放出,导致该公司股票和一众芯片股大跌。阿斯麦首席执行官Christophe Fouquet在周三的财报电话会上表示,由于第三季度业绩令人失望,预计芯片市场的缓慢复苏将“持续到整个2025年”。</p>\n<p>阿斯麦周二下调了2025年的展望,引发其股价周二在阿姆斯特丹暴跌16%,为自1998年6月12日以来最大跌幅。周三,其股价再跌5.8%,失去了欧洲最有价值科技公司的位置,取而代之的是软件公司<a href=\"https://laohu8.com/S/SAP\">SAP SE</a>。自周二财报意外提前公布以来,阿斯麦市值已蒸发超过600亿欧元(650亿美元)。自Fouquet今年4月上任以来,公司市值已下跌近四分之一。</p>\n<p>阿斯麦是全球芯片行业的风向标,其业绩引发了人们对AI热潮未能解决更广泛芯片需求低迷的担忧。</p>\n<p>Fouquet表示,<strong>需求的缓慢复苏导致“客户更加谨慎,一些投资计划被推迟”。尽管他表示人工智能热潮、能源转型和电气化仍然提供了强大的上升潜力,但公司仍下调了收益预期。</strong>他表示,汽车、移动设备和个人电脑市场的需求复苏特别缓慢,还表示阿斯麦将放缓短期投资计划,以适应市场需求。</p>\n<blockquote>\n<p><strong>“虽然我们继续将AI视为行业复苏的关键驱动因素,且有潜在的上行空间,但我们看到其他领域的复苏比预期更为缓慢。”</strong></p>\n<p>“<strong>如果没有AI,今天的市场会非常黯淡,复苏并非如大家所愿</strong>。”</p>\n</blockquote>\n<h2>推迟订单</h2>\n<p>阿斯麦首席财务官Roger Dassen在电话会议上表示,一些原定于2025年的订单,现已推迟至2026年。</p>\n<p>当一位分析师询问有关“两个客户”推迟需求的情况时,Dassen回应说,不仅仅是两个客户,而是更多的客户推迟了订单。</p>\n<p>不过Dassen表示,该公司的极紫外光刻机EUV需求问题不大。他说,EUV已经完全预订,订单数量足以达到预测的低端水平,但预计还需要20亿美元左右的订单才能达到预期订单的中位数。</p>\n<p><strong>分析认为,阿斯麦面临来自多个方向的压力。虽然用于AI数据中心的芯片需求仍然强劲,但包括<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>在内的重要客户却陷入困境。</strong></p>\n<p>英特尔因销售下滑和亏损增加,上个月推迟了在德国和波兰新开工厂的计划。而三星本月因推迟交货,导致竞争对手抢先主导用于AI的高带宽内存芯片市场,该公司向投资者道歉。</p>\n<p><strong>此外,阿斯麦表示,移动和PC市场的复苏比预期的要疲软,媒体猜测这可能是对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>新款iPhone需求疲软做出的估计。</strong>苹果股价周三下跌1.5%。分析师表示,关于iPhone16的预购和交货时间的初步数据显示,需求疲软。</p>\n<p>同时,生产汽车和工业芯片的公司(通常使用阿斯麦的较老机器)也陷入长期低迷,因为他们的客户库存过多。</p>\n<p>分析师对阿斯麦明年预期的疲软感到尤为不安。他们指出,预订量可能不稳定——阿斯麦的机器价值数亿美元,因此几个月的延迟对财务结果很重要——但他们担心明年的预测可能暗示未来需求疲软。“我们对订单的疲软程度感到困惑,”Jefferies分析师Janardan Menon表示。</p>\n<p>与此同时,瑞银仍对整个行业持乐观态度。瑞银表示,阿斯麦疲软的财报不会破坏AI的增长故事。</p>\n<p><strong>以下是阿斯麦首席执行官Christophe Fouquet和首席财务官Roger Dassen在财报电话会议上的发言要点:</strong></p>\n<p><strong>首席财务官Roger Dassen</strong>:</p>\n<p>我将首先回顾2024年第三季度的财务成就,然后提供2024年第四季度的指导。</p>\n<p>阿斯麦第三季度总净销售额达到75亿欧元,超出了我们指引的高端,这得益于更多的DUV系统销售以及更高的安装基础管理销售。净系统销售额为59亿欧元,其中包括21亿欧元的EUV销售和38亿欧元的非EUV销售。净系统销售额中逻辑芯片占64%,其余36%来自存储芯片。</p>\n<p>安装基础管理销售额为15.4亿欧元,高于指引,主要由于服务和升级收入的增加。本季度的毛利率为50.8%,符合指引。在运营费用方面,研发费用略低于指导,为10.6亿欧元,而SG&A费用与指导一致,为2.97亿欧元。第三季度净利润为21亿欧元,占总净销售额的27.8%,每股收益为5.28欧元。</p>\n<p>资产负债表方面。我们在第三季度结束时的现金、现金等价物和短期投资为50亿欧元,与上一季度相似。我们在第三季度的自由现金流为5.34亿欧元,略有改善。</p>\n<p>然而,正如上一季度提到的,自由现金流仍面临压力。这主要是由于订单接收量相对较低,因此预付款减少,库存水平较高。库存水平的增加主要归因于EUV系统,包括高数值孔径和低数值孔径系统,这是由于制造周期延长以及为未来扩展提供支持的库存。</p>\n<p>订单方面,第三季度净系统订单为26亿欧元,其中14亿欧元为EUV订单,12亿欧元为非EUV订单。第三季度净系统订单在存储芯片占54%,逻辑芯片占46%。订单接收量相对较低反映了传统终端市场复苏缓慢,客户在当前环境中保持谨慎。截至2024年第三季度末,我们的未完成订单超过360亿欧元。</p>\n<p>对于今年第四季度,我们预计第四季度的总净销售额在88亿欧元至92亿欧元之间。其中,预计第四季度的安装基础管理销售额约为19亿欧元,净销售额包括预期的两台高数值孔径系统的收入确认,安装基础管理收入预计较第三季度有所增加,主要是由于达到特定的EUV性能门槛和一些EUV生产力升级。</p>\n<p>预计第四季度的毛利率预计在49%至50%之间。尽管第四季度的收入高于第三季度,但毛利率预计略低于第三季度,因为两台高数值孔径系统的收入确认对毛利率造成稀释,抵消了产品升级收入的正面影响。根据第四季度的指导,我们预计2024年的收入约为280亿欧元,毛利率约为50.6%,略低于2023年,符合预期。第四季度的研发费用预计约为10.9亿欧元,SG&A费用预计约为3亿欧元。我们预计2024年的年度有效税率在16%至17%之间。</p>\n<p>在第三季度,阿斯麦支付了2024年第一季度的季度中期股息,每股普通股为1.52欧元。2024年第二季度的季度中期股息也为每股1.52欧元,将于2024年11月7日支付。第三季度未购买任何股票。</p>\n<p><strong>首席执行官Christophe Fouquet:</strong></p>\n<p>这是一个稳固的财务季度,但在本季度也出现了一些市场动态。</p>\n<p>首先是我们的技术,我们在两款新的EUV产品上继续取得良好进展。在低数值孔径技术方面,我们本季度继续推进NXE:3800E系统的生产,客户现在迅速转向这一新型号,因为其性能更高,与NXE:3600D相比,吞吐量(光刻机在一小时内能够处理的晶圆数量)提高了37%以上。</p>\n<p>我们已经在工厂中展示了每小时220片晶圆的吞吐量,并且创下了新的叠加精度记录。我们将在明年初通过新系统交付和升级提供符合全规格的系统。随着客户向NXE:3800E过渡,第四季度的大部分交付将是NXE:3800E系统。</p>\n<p>关于高数值孔径,两台已经交付的系统正在客户处进行晶圆曝光,我们预计将在年底前确认这些系统的收入。一台第三系统正运往另一主要客户。势头持续增长,目前已有约1万片晶圆在阿斯麦-imec高数值孔径实验室和现场系统中被曝光,涵盖多个逻辑和存储芯片客户。</p>\n<p>在最近的一次行业会议上,我们发布了新的高数值孔径数据,显示出在成像、叠加和对比度方面的重大性能提升。这些优势表明,逻辑和DRAM客户可以大幅降低成本。</p>\n<p>总而言之,我们在EUV技术方面保持了持续的势头,并且在客户期望的范围内取得了良好进展。</p>\n<p><strong>关于市场状况,虽然我们继续将AI视为行业复苏的关键驱动因素,且有潜在的上行空间,但我们看到其他领域的复苏比预期更为缓慢。这种复苏将延续到2025年,导致客户在投资方面变得更加谨慎,并推迟了一些投资。</strong></p>\n<p>在逻辑芯片方面,终端市场(如移动设备和PC)的复苏较为缓慢,加上特定的竞争性晶圆代工厂的动态,导致某些客户新节点的推出速度放缓,这些客户因此推迟了一些工厂的建设,并改变了其光刻设备的需求时间。</p>\n<p>在存储芯片方面,市场复苏也较为迟缓,导致客户只进行有限的产能扩展,主要集中在技术转型上,以支持与AI相关的高带宽存储器(HBM)和DDR5的需求。</p>\n<p><strong>总的来说,虽然长期趋势仍然非常强劲且积极,但过去几个月的动态以及特定客户的情况,导致我们预计2025年的增长曲线将有所下降,整体光刻需求也有所减少。</strong></p>\n<p>鉴于过去一个季度的这些动态,我们认为有必要在这个时间点对2025年进行一些评论,而不是等到下个月的投资者日。</p>\n<p><strong>首席财务官Roger Dassen:</strong></p>\n<p>基于Christophe刚才描述的最新市场动态,我们现在预计2025年的收入将在300亿欧元到350亿欧元之间的低端。在很大程度上,这是由于我们对2025年低数值孔径出货量的预期大幅减少,预计低于50台。</p>\n<p>关于毛利率,我们原本预计低数值孔径系统的数量增加以及向更高毛利的3800E系统的转型是毛利率提升的关键驱动因素。虽然3800E系统的毛利率提高已实现,但明年EUV系统数量需求的大幅减少对毛利率产生了显著的稀释效应。</p>\n<p>因此,基于当前较低的收入和不太理想的产品组合,我们现在预计2025年的毛利率将在51%到53%之间。</p>\n<p>与2024年相比,2025年的毛利率预计将受益于3800E系统的更高毛利率、高数值孔径系统逐渐改善的毛利率以及EUV服务毛利的提升,但也将受到确认更多高数值孔径工具收入的稀释影响。</p>\n<p>关于运营费用,2025年我们预计总运营费用将在投资者日提供的56亿欧元到61亿欧元的高端。我们将继续按计划推进我们的研发路线图,并且能够在此范围内吸收自2022年以来的显著工资通胀影响。</p>\n<p><strong>首席执行官Christophe Fouquet:</strong></p>\n<p>展望更长远的未来,正如我们之前所陈述的那样,半导体终端市场的长期增长驱动因素仍然非常稳固。人工智能、能源转型、电气化等应用继续为我们的行业和阿斯麦的业务提供非常强劲和积极的前景。</p>\n<p>应用领域的扩大以及未来技术节点对光刻需求的增加,推动了先进和主流节点的需求。与我们大多数行业同行一致,我们继续将AI视为一个潜在的增长点,并继续密切关注其对我们短期和长期影响的可能性。</p>\n<p>尽管我们讨论了一些推迟的情况,我们仍在为全球各地正在建设的多家新工厂做好准备,以应对行业未来的需求。这些工厂分布在全球各地,对我们的客户至关重要,且计划接收我们的系统。</p>\n<p>因此,我们将继续扩展产能,以应对我们预计在未来几年内的需求增长。</p><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","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>阿斯麦财报电话会:芯片业需求复苏缓慢 客户更加谨慎</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿斯麦财报电话会:芯片业需求复苏缓慢 客户更加谨慎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-17 01:29 北京时间 <a href=https://wallstreetcn.com/articles/3730588><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿斯麦控股(阿斯麦 Holding NV)糟糕的三季度财报周二因技术故障被提前放出,导致该公司股票和一众芯片股大跌。阿斯麦首席执行官Christophe Fouquet在周三的财报电话会上表示,由于第三季度业绩令人失望,预计芯片市场的缓慢复苏将“持续到整个2025年”。\n阿斯麦周二下调了2025年的展望,引发其股价周二在阿姆斯特丹暴跌16%,为自1998年6月12日以来最大跌幅。周三,其股价再跌...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3730588\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/7c741434-19eb-41a4-b3d4-d20b1841fd89.jpeg","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://wallstreetcn.com/articles/3730588","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2476094729","content_text":"阿斯麦控股(阿斯麦 Holding NV)糟糕的三季度财报周二因技术故障被提前放出,导致该公司股票和一众芯片股大跌。阿斯麦首席执行官Christophe Fouquet在周三的财报电话会上表示,由于第三季度业绩令人失望,预计芯片市场的缓慢复苏将“持续到整个2025年”。\n阿斯麦周二下调了2025年的展望,引发其股价周二在阿姆斯特丹暴跌16%,为自1998年6月12日以来最大跌幅。周三,其股价再跌5.8%,失去了欧洲最有价值科技公司的位置,取而代之的是软件公司SAP SE。自周二财报意外提前公布以来,阿斯麦市值已蒸发超过600亿欧元(650亿美元)。自Fouquet今年4月上任以来,公司市值已下跌近四分之一。\n阿斯麦是全球芯片行业的风向标,其业绩引发了人们对AI热潮未能解决更广泛芯片需求低迷的担忧。\nFouquet表示,需求的缓慢复苏导致“客户更加谨慎,一些投资计划被推迟”。尽管他表示人工智能热潮、能源转型和电气化仍然提供了强大的上升潜力,但公司仍下调了收益预期。他表示,汽车、移动设备和个人电脑市场的需求复苏特别缓慢,还表示阿斯麦将放缓短期投资计划,以适应市场需求。\n\n“虽然我们继续将AI视为行业复苏的关键驱动因素,且有潜在的上行空间,但我们看到其他领域的复苏比预期更为缓慢。”\n“如果没有AI,今天的市场会非常黯淡,复苏并非如大家所愿。”\n\n推迟订单\n阿斯麦首席财务官Roger Dassen在电话会议上表示,一些原定于2025年的订单,现已推迟至2026年。\n当一位分析师询问有关“两个客户”推迟需求的情况时,Dassen回应说,不仅仅是两个客户,而是更多的客户推迟了订单。\n不过Dassen表示,该公司的极紫外光刻机EUV需求问题不大。他说,EUV已经完全预订,订单数量足以达到预测的低端水平,但预计还需要20亿美元左右的订单才能达到预期订单的中位数。\n分析认为,阿斯麦面临来自多个方向的压力。虽然用于AI数据中心的芯片需求仍然强劲,但包括英特尔和三星在内的重要客户却陷入困境。\n英特尔因销售下滑和亏损增加,上个月推迟了在德国和波兰新开工厂的计划。而三星本月因推迟交货,导致竞争对手抢先主导用于AI的高带宽内存芯片市场,该公司向投资者道歉。\n此外,阿斯麦表示,移动和PC市场的复苏比预期的要疲软,媒体猜测这可能是对苹果新款iPhone需求疲软做出的估计。苹果股价周三下跌1.5%。分析师表示,关于iPhone16的预购和交货时间的初步数据显示,需求疲软。\n同时,生产汽车和工业芯片的公司(通常使用阿斯麦的较老机器)也陷入长期低迷,因为他们的客户库存过多。\n分析师对阿斯麦明年预期的疲软感到尤为不安。他们指出,预订量可能不稳定——阿斯麦的机器价值数亿美元,因此几个月的延迟对财务结果很重要——但他们担心明年的预测可能暗示未来需求疲软。“我们对订单的疲软程度感到困惑,”Jefferies分析师Janardan Menon表示。\n与此同时,瑞银仍对整个行业持乐观态度。瑞银表示,阿斯麦疲软的财报不会破坏AI的增长故事。\n以下是阿斯麦首席执行官Christophe Fouquet和首席财务官Roger Dassen在财报电话会议上的发言要点:\n首席财务官Roger Dassen:\n我将首先回顾2024年第三季度的财务成就,然后提供2024年第四季度的指导。\n阿斯麦第三季度总净销售额达到75亿欧元,超出了我们指引的高端,这得益于更多的DUV系统销售以及更高的安装基础管理销售。净系统销售额为59亿欧元,其中包括21亿欧元的EUV销售和38亿欧元的非EUV销售。净系统销售额中逻辑芯片占64%,其余36%来自存储芯片。\n安装基础管理销售额为15.4亿欧元,高于指引,主要由于服务和升级收入的增加。本季度的毛利率为50.8%,符合指引。在运营费用方面,研发费用略低于指导,为10.6亿欧元,而SG&A费用与指导一致,为2.97亿欧元。第三季度净利润为21亿欧元,占总净销售额的27.8%,每股收益为5.28欧元。\n资产负债表方面。我们在第三季度结束时的现金、现金等价物和短期投资为50亿欧元,与上一季度相似。我们在第三季度的自由现金流为5.34亿欧元,略有改善。\n然而,正如上一季度提到的,自由现金流仍面临压力。这主要是由于订单接收量相对较低,因此预付款减少,库存水平较高。库存水平的增加主要归因于EUV系统,包括高数值孔径和低数值孔径系统,这是由于制造周期延长以及为未来扩展提供支持的库存。\n订单方面,第三季度净系统订单为26亿欧元,其中14亿欧元为EUV订单,12亿欧元为非EUV订单。第三季度净系统订单在存储芯片占54%,逻辑芯片占46%。订单接收量相对较低反映了传统终端市场复苏缓慢,客户在当前环境中保持谨慎。截至2024年第三季度末,我们的未完成订单超过360亿欧元。\n对于今年第四季度,我们预计第四季度的总净销售额在88亿欧元至92亿欧元之间。其中,预计第四季度的安装基础管理销售额约为19亿欧元,净销售额包括预期的两台高数值孔径系统的收入确认,安装基础管理收入预计较第三季度有所增加,主要是由于达到特定的EUV性能门槛和一些EUV生产力升级。\n预计第四季度的毛利率预计在49%至50%之间。尽管第四季度的收入高于第三季度,但毛利率预计略低于第三季度,因为两台高数值孔径系统的收入确认对毛利率造成稀释,抵消了产品升级收入的正面影响。根据第四季度的指导,我们预计2024年的收入约为280亿欧元,毛利率约为50.6%,略低于2023年,符合预期。第四季度的研发费用预计约为10.9亿欧元,SG&A费用预计约为3亿欧元。我们预计2024年的年度有效税率在16%至17%之间。\n在第三季度,阿斯麦支付了2024年第一季度的季度中期股息,每股普通股为1.52欧元。2024年第二季度的季度中期股息也为每股1.52欧元,将于2024年11月7日支付。第三季度未购买任何股票。\n首席执行官Christophe Fouquet:\n这是一个稳固的财务季度,但在本季度也出现了一些市场动态。\n首先是我们的技术,我们在两款新的EUV产品上继续取得良好进展。在低数值孔径技术方面,我们本季度继续推进NXE:3800E系统的生产,客户现在迅速转向这一新型号,因为其性能更高,与NXE:3600D相比,吞吐量(光刻机在一小时内能够处理的晶圆数量)提高了37%以上。\n我们已经在工厂中展示了每小时220片晶圆的吞吐量,并且创下了新的叠加精度记录。我们将在明年初通过新系统交付和升级提供符合全规格的系统。随着客户向NXE:3800E过渡,第四季度的大部分交付将是NXE:3800E系统。\n关于高数值孔径,两台已经交付的系统正在客户处进行晶圆曝光,我们预计将在年底前确认这些系统的收入。一台第三系统正运往另一主要客户。势头持续增长,目前已有约1万片晶圆在阿斯麦-imec高数值孔径实验室和现场系统中被曝光,涵盖多个逻辑和存储芯片客户。\n在最近的一次行业会议上,我们发布了新的高数值孔径数据,显示出在成像、叠加和对比度方面的重大性能提升。这些优势表明,逻辑和DRAM客户可以大幅降低成本。\n总而言之,我们在EUV技术方面保持了持续的势头,并且在客户期望的范围内取得了良好进展。\n关于市场状况,虽然我们继续将AI视为行业复苏的关键驱动因素,且有潜在的上行空间,但我们看到其他领域的复苏比预期更为缓慢。这种复苏将延续到2025年,导致客户在投资方面变得更加谨慎,并推迟了一些投资。\n在逻辑芯片方面,终端市场(如移动设备和PC)的复苏较为缓慢,加上特定的竞争性晶圆代工厂的动态,导致某些客户新节点的推出速度放缓,这些客户因此推迟了一些工厂的建设,并改变了其光刻设备的需求时间。\n在存储芯片方面,市场复苏也较为迟缓,导致客户只进行有限的产能扩展,主要集中在技术转型上,以支持与AI相关的高带宽存储器(HBM)和DDR5的需求。\n总的来说,虽然长期趋势仍然非常强劲且积极,但过去几个月的动态以及特定客户的情况,导致我们预计2025年的增长曲线将有所下降,整体光刻需求也有所减少。\n鉴于过去一个季度的这些动态,我们认为有必要在这个时间点对2025年进行一些评论,而不是等到下个月的投资者日。\n首席财务官Roger Dassen:\n基于Christophe刚才描述的最新市场动态,我们现在预计2025年的收入将在300亿欧元到350亿欧元之间的低端。在很大程度上,这是由于我们对2025年低数值孔径出货量的预期大幅减少,预计低于50台。\n关于毛利率,我们原本预计低数值孔径系统的数量增加以及向更高毛利的3800E系统的转型是毛利率提升的关键驱动因素。虽然3800E系统的毛利率提高已实现,但明年EUV系统数量需求的大幅减少对毛利率产生了显著的稀释效应。\n因此,基于当前较低的收入和不太理想的产品组合,我们现在预计2025年的毛利率将在51%到53%之间。\n与2024年相比,2025年的毛利率预计将受益于3800E系统的更高毛利率、高数值孔径系统逐渐改善的毛利率以及EUV服务毛利的提升,但也将受到确认更多高数值孔径工具收入的稀释影响。\n关于运营费用,2025年我们预计总运营费用将在投资者日提供的56亿欧元到61亿欧元的高端。我们将继续按计划推进我们的研发路线图,并且能够在此范围内吸收自2022年以来的显著工资通胀影响。\n首席执行官Christophe Fouquet:\n展望更长远的未来,正如我们之前所陈述的那样,半导体终端市场的长期增长驱动因素仍然非常稳固。人工智能、能源转型、电气化等应用继续为我们的行业和阿斯麦的业务提供非常强劲和积极的前景。\n应用领域的扩大以及未来技术节点对光刻需求的增加,推动了先进和主流节点的需求。与我们大多数行业同行一致,我们继续将AI视为一个潜在的增长点,并继续密切关注其对我们短期和长期影响的可能性。\n尽管我们讨论了一些推迟的情况,我们仍在为全球各地正在建设的多家新工厂做好准备,以应对行业未来的需求。这些工厂分布在全球各地,对我们的客户至关重要,且计划接收我们的系统。\n因此,我们将继续扩展产能,以应对我们预计在未来几年内的需求增长。风险提示及免责条款\n\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360297937183016,"gmtCreate":1729003868883,"gmtModify":1729003871053,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"我去啊,不是16号盘前才发布吗?是我时差没调好??","listText":"我去啊,不是16号盘前才发布吗?是我时差没调好??","text":"我去啊,不是16号盘前才发布吗?是我时差没调好??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/360297937183016","repostId":"1114844025","repostType":2,"repost":{"id":"1114844025","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":1729003272,"share":"https://www.laohu8.com/m/news/1114844025?lang=&edition=full","pubTime":"2024-10-15 22:41","market":"us","language":"zh","title":"阿斯麦Q3订单远逊预期,下调2025年净销售额和毛利率指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1114844025","media":"老虎资讯综合","summary":"三季度订单26.3亿欧元,市场预期53.9亿欧元。","content":"<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元,市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%,市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间,毛利率在49%至50%之间,基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而,该公司下调了对2025年的增长预期,特别是EUV设备的需求,由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢,EUV需求的时间点延迟,导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间,处于分析师预估区间的中下端,分析师预期359.4亿欧元;毛利率则会维持在51%至53%,公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示:“虽然人工智能领域的强劲发展带来了一定的上行潜力,其他市场的复苏速度慢于预期,导致客户更加谨慎。特别是在逻辑芯片领域,由于代工厂竞争激烈,新节点的推广速度放缓,对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布,将于2024年11月7日支付每股1.52欧元的中期股息。此外,公司在第三季度未进行任何股票回购。自7月创下历史新高以来,这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制,以及该行业整体疲软。</p><p>截至发稿,阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" 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>阿斯麦Q3订单远逊预期,下调2025年净销售额和毛利率指引</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{ 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}\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阿斯麦Q3订单远逊预期,下调2025年净销售额和毛利率指引\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\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元,市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%,市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间,毛利率在49%至50%之间,基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而,该公司下调了对2025年的增长预期,特别是EUV设备的需求,由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢,EUV需求的时间点延迟,导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间,处于分析师预估区间的中下端,分析师预期359.4亿欧元;毛利率则会维持在51%至53%,公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示:“虽然人工智能领域的强劲发展带来了一定的上行潜力,其他市场的复苏速度慢于预期,导致客户更加谨慎。特别是在逻辑芯片领域,由于代工厂竞争激烈,新节点的推广速度放缓,对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布,将于2024年11月7日支付每股1.52欧元的中期股息。此外,公司在第三季度未进行任何股票回购。自7月创下历史新高以来,这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制,以及该行业整体疲软。</p><p>截至发稿,阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" 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/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元,市场预期53.9亿欧元。第三季度毛利率为50.8%,市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间,毛利率在49%至50%之间,基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而,该公司下调了对2025年的增长预期,特别是EUV设备的需求,由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢,EUV需求的时间点延迟,导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间,处于分析师预估区间的中下端,分析师预期359.4亿欧元;毛利率则会维持在51%至53%,公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示:“虽然人工智能领域的强劲发展带来了一定的上行潜力,其他市场的复苏速度慢于预期,导致客户更加谨慎。特别是在逻辑芯片领域,由于代工厂竞争激烈,新节点的推广速度放缓,对光刻设备的需求时间表也因此发生了变化。”公司还宣布,将于2024年11月7日支付每股1.52欧元的中期股息。此外,公司在第三季度未进行任何股票回购。自7月创下历史新高以来,这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制,以及该行业整体疲软。截至发稿,阿斯麦大跌超13%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"idStr":"3454016442520150","authorIdStr":"3454016442520150"},"content":"哈哈哈,735的put期权没买。结果30倍没有了。","text":"哈哈哈,735的put期权没买。结果30倍没有了。","html":"哈哈哈,735的put期权没买。结果30倍没有了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358518122365168,"gmtCreate":1728537074279,"gmtModify":1728537076143,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"这是又要跌??","listText":"这是又要跌??","text":"这是又要跌??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358518122365168","repostId":"2474378546","repostType":2,"repost":{"id":"2474378546","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1728512481,"share":"https://www.laohu8.com/m/news/2474378546?lang=&edition=full","pubTime":"2024-10-10 06:21","market":"us","language":"zh","title":"西方石油公司称第三季度石油和天然气价格下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2474378546","media":"Reuters","summary":"第三季度,西方石油公司的平均石油实现价格预计约为每桶 75.33 美元,全球天然气液化气实现价格预计为每桶 20.47 美元。西方石油公司是一周内第二家警告第三季度油价下跌将影响业绩的页岩油生产商。根据LSEG的估计,分析师预计西方石油公司第三季度调整后每股利润为85美分。","content":"<html><body><p>((自动化翻译由路透提供,请见免责声明 ))</p><p> 路透10月9日 - 美国石油生产商<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司(Occidental Petroleum )周三表示,该公司第三季度的石油和天然气生产价格与上一季度相比有所下降。</p><p>该公司称,本季度石油总产量的实现价格(即生产价格)下降了近6%,美国天然气产量的实现价格下降了约26%。</p><p>由于担心全球石油需求增长 (link),7-9 月份的石油价格下跌。与此同时,美国天然气价格 跌至多年低点,瓦哈<a href=\"https://laohu8.com/S/HUBG\">枢纽</a> 的天然气价格在2024年创下 (link)。</p><p>西方石油公司在 8 月份完成了对私人控股的 CrownRock 公司价值 120 亿美元的收购,这意味着该公司在第三季度有两个月的增产。</p><p>第三季度,西方石油公司的平均石油实现价格预计约为每桶 75.33 美元,全球天然气液化气实现价格预计为每桶 20.47 美元。</p><p>该公司预计,7 月至 9 月美国天然气生产的平均价格约为每百万立方英尺 40 美分(Mcf),而上一季度为每百万立方英尺 54 美分。</p><p>西方石油公司是一周内第二家警告第三季度油价下跌将影响业绩的页岩油生产商。</p><p>上周,较大的竞争对手<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a> 在其网站 (link) 上表示,由于油价和炼油利润率下降,其第三季度上游盈利可能会受到高达 10 亿美元的冲击。</p><p>根据LSEG的估计,分析师预计西方石油公司第三季度调整后每股利润为85美分。该公司上一季度的调整后每股利润为 1.03 美元,去年第三季度为 1.18 美元。 </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>西方石油公司称第三季度石油和天然气价格下跌</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西方石油公司称第三季度石油和天然气价格下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-10-10 06:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>((自动化翻译由路透提供,请见免责声明 ))</p><p> 路透10月9日 - 美国石油生产商<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司(Occidental Petroleum )周三表示,该公司第三季度的石油和天然气生产价格与上一季度相比有所下降。</p><p>该公司称,本季度石油总产量的实现价格(即生产价格)下降了近6%,美国天然气产量的实现价格下降了约26%。</p><p>由于担心全球石油需求增长 (link),7-9 月份的石油价格下跌。与此同时,美国天然气价格 跌至多年低点,瓦哈<a href=\"https://laohu8.com/S/HUBG\">枢纽</a> 的天然气价格在2024年创下 (link)。</p><p>西方石油公司在 8 月份完成了对私人控股的 CrownRock 公司价值 120 亿美元的收购,这意味着该公司在第三季度有两个月的增产。</p><p>第三季度,西方石油公司的平均石油实现价格预计约为每桶 75.33 美元,全球天然气液化气实现价格预计为每桶 20.47 美元。</p><p>该公司预计,7 月至 9 月美国天然气生产的平均价格约为每百万立方英尺 40 美分(Mcf),而上一季度为每百万立方英尺 54 美分。</p><p>西方石油公司是一周内第二家警告第三季度油价下跌将影响业绩的页岩油生产商。</p><p>上周,较大的竞争对手<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a> 在其网站 (link) 上表示,由于油价和炼油利润率下降,其第三季度上游盈利可能会受到高达 10 亿美元的冲击。</p><p>根据LSEG的估计,分析师预计西方石油公司第三季度调整后每股利润为85美分。该公司上一季度的调整后每股利润为 1.03 美元,去年第三季度为 1.18 美元。 </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU0612318385.USD":"BGF NATURAL RESOURCES \"A2\" (USD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION 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INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2474378546","content_text":"((自动化翻译由路透提供,请见免责声明 )) 路透10月9日 - 美国石油生产商西方石油公司(Occidental Petroleum )周三表示,该公司第三季度的石油和天然气生产价格与上一季度相比有所下降。该公司称,本季度石油总产量的实现价格(即生产价格)下降了近6%,美国天然气产量的实现价格下降了约26%。由于担心全球石油需求增长 (link),7-9 月份的石油价格下跌。与此同时,美国天然气价格 跌至多年低点,瓦哈枢纽 的天然气价格在2024年创下 (link)。西方石油公司在 8 月份完成了对私人控股的 CrownRock 公司价值 120 亿美元的收购,这意味着该公司在第三季度有两个月的增产。第三季度,西方石油公司的平均石油实现价格预计约为每桶 75.33 美元,全球天然气液化气实现价格预计为每桶 20.47 美元。该公司预计,7 月至 9 月美国天然气生产的平均价格约为每百万立方英尺 40 美分(Mcf),而上一季度为每百万立方英尺 54 美分。西方石油公司是一周内第二家警告第三季度油价下跌将影响业绩的页岩油生产商。上周,较大的竞争对手埃克森美孚 在其网站 (link) 上表示,由于油价和炼油利润率下降,其第三季度上游盈利可能会受到高达 10 亿美元的冲击。根据LSEG的估计,分析师预计西方石油公司第三季度调整后每股利润为85美分。该公司上一季度的调整后每股利润为 1.03 美元,去年第三季度为 1.18 美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357790327783584,"gmtCreate":1728369839875,"gmtModify":1728369841786,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a> 布油昨晚涨了三个点,你咋跟死鱼一样?[冷漠] [难过] ","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a> 布油昨晚涨了三个点,你咋跟死鱼一样?[冷漠] [难过] ","text":"$西方石油(OXY)$ 布油昨晚涨了三个点,你咋跟死鱼一样?[冷漠] [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357790327783584","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357634050924968,"gmtCreate":1728316365075,"gmtModify":1728316366877,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"这是不是那个被爆财务造假的公司?","listText":"这是不是那个被爆财务造假的公司?","text":"这是不是那个被爆财务造假的公司?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357634050924968","repostId":"1136874261","repostType":2,"repost":{"id":"1136874261","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1728312029,"share":"https://www.laohu8.com/m/news/1136874261?lang=&edition=full","pubTime":"2024-10-07 22:40","market":"us","language":"zh","title":"超微电脑涨超16%,发布新品,近期销量强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1136874261","media":"异动解读","summary":"在人工智能服务器领域拥有强大市场需求。","content":"<html><head></head><body><p>周一,人工智能和云计算领域的服务器制造商超微电脑盘中大涨,截至发稿涨幅超16%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a9615391609ba584cac2290eaf67e7e\" tg-width=\"560\" tg-height=\"240\"/></p><p>行情主要受到公司新推出的人工智能服务器液体冷却产品、强劲的人工智能业务以及良好的财务业绩等利好因素的提振。</p><p>在产品创新层面,超微电脑发布了新的服务器液体冷却方案,预计可以有效降低能耗,为人工智能等算力密集型应用提供节能环保的硬件支持。同时,公司表示最近一个季度就出货了超过10万个GPU,用于建设一些世界最大的人工智能工厂,这反映了公司在人工智能服务器领域拥有强大市场需求。</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>超微电脑涨超16%,发布新品,近期销量强劲</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; 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22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一,人工智能和云计算领域的服务器制造商超微电脑盘中大涨,截至发稿涨幅超16%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a9615391609ba584cac2290eaf67e7e\" tg-width=\"560\" tg-height=\"240\"/></p><p>行情主要受到公司新推出的人工智能服务器液体冷却产品、强劲的人工智能业务以及良好的财务业绩等利好因素的提振。</p><p>在产品创新层面,超微电脑发布了新的服务器液体冷却方案,预计可以有效降低能耗,为人工智能等算力密集型应用提供节能环保的硬件支持。同时,公司表示最近一个季度就出货了超过10万个GPU,用于建设一些世界最大的人工智能工厂,这反映了公司在人工智能服务器领域拥有强大市场需求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90fb7407f06ede997f10e71fb9a3a1cc","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136874261","content_text":"周一,人工智能和云计算领域的服务器制造商超微电脑盘中大涨,截至发稿涨幅超16%。行情主要受到公司新推出的人工智能服务器液体冷却产品、强劲的人工智能业务以及良好的财务业绩等利好因素的提振。在产品创新层面,超微电脑发布了新的服务器液体冷却方案,预计可以有效降低能耗,为人工智能等算力密集型应用提供节能环保的硬件支持。同时,公司表示最近一个季度就出货了超过10万个GPU,用于建设一些世界最大的人工智能工厂,这反映了公司在人工智能服务器领域拥有强大市场需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356498780508584,"gmtCreate":1728039199446,"gmtModify":1728039200902,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576724815704857","authorIdStr":"3576724815704857"},"themes":[],"htmlText":"<a 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}\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阿斯麦Q3订单远逊预期,下调2025年净销售额和毛利率指引\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\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元,市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%,市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间,毛利率在49%至50%之间,基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而,该公司下调了对2025年的增长预期,特别是EUV设备的需求,由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢,EUV需求的时间点延迟,导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间,处于分析师预估区间的中下端,分析师预期359.4亿欧元;毛利率则会维持在51%至53%,公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示:“虽然人工智能领域的强劲发展带来了一定的上行潜力,其他市场的复苏速度慢于预期,导致客户更加谨慎。特别是在逻辑芯片领域,由于代工厂竞争激烈,新节点的推广速度放缓,对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布,将于2024年11月7日支付每股1.52欧元的中期股息。此外,公司在第三季度未进行任何股票回购。自7月创下历史新高以来,这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制,以及该行业整体疲软。</p><p>截至发稿,阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" 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/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元,市场预期53.9亿欧元。第三季度毛利率为50.8%,市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间,毛利率在49%至50%之间,基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而,该公司下调了对2025年的增长预期,特别是EUV设备的需求,由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢,EUV需求的时间点延迟,导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间,处于分析师预估区间的中下端,分析师预期359.4亿欧元;毛利率则会维持在51%至53%,公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示:“虽然人工智能领域的强劲发展带来了一定的上行潜力,其他市场的复苏速度慢于预期,导致客户更加谨慎。特别是在逻辑芯片领域,由于代工厂竞争激烈,新节点的推广速度放缓,对光刻设备的需求时间表也因此发生了变化。”公司还宣布,将于2024年11月7日支付每股1.52欧元的中期股息。此外,公司在第三季度未进行任何股票回购。自7月创下历史新高以来,这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制,以及该行业整体疲软。截至发稿,阿斯麦大跌超13%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3454016442520150","idStr":"3454016442520150"},"content":"哈哈哈,735的put期权没买。结果30倍没有了。","text":"哈哈哈,735的put期权没买。结果30倍没有了。","html":"哈哈哈,735的put期权没买。结果30倍没有了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815399786,"gmtCreate":1630640890345,"gmtModify":1630640890345,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>听闻蚂蚁金服要把部分业务拆解出来跟国资合作成立个人信用管理公司?求证实或证伪","listText":"<a 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17:31","market":"sh","language":"zh","title":"上交所成功完成测试,竞价系统接收报单为历史峰值2倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1104219412","media":"老虎资讯综合","summary":"系统整体表现正常,符合预期。","content":"<html><head></head><body><p>上海交易所今日上午9:00-11:30启动竞价、综合业务等平台相关业务测试。目前测试已经全部结束。据悉,本次测试中,上交所竞价交易系统累计接收申报2.7亿笔订单,是历史峰值的2倍,是上周五(9月27日)申报的3倍。</p><p>交易所测试结果系统整体表现正常,符合预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38d03c08b8018b261d1233c100c93366\" 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>上交所成功完成测试,竞价系统接收报单为历史峰值2倍</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上交所成功完成测试,竞价系统接收报单为历史峰值2倍\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\">2024-09-29 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>上海交易所今日上午9:00-11:30启动竞价、综合业务等平台相关业务测试。目前测试已经全部结束。据悉,本次测试中,上交所竞价交易系统累计接收申报2.7亿笔订单,是历史峰值的2倍,是上周五(9月27日)申报的3倍。</p><p>交易所测试结果系统整体表现正常,符合预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38d03c08b8018b261d1233c100c93366\" 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/718d9d0cee89dacb8ae3664167fe24e6","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104219412","content_text":"上海交易所今日上午9:00-11:30启动竞价、综合业务等平台相关业务测试。目前测试已经全部结束。据悉,本次测试中,上交所竞价交易系统累计接收申报2.7亿笔订单,是历史峰值的2倍,是上周五(9月27日)申报的3倍。交易所测试结果系统整体表现正常,符合预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353932635332720,"gmtCreate":1727417383541,"gmtModify":1727417385519,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"是不是多空对战太激烈了?[惊讶] ","listText":"是不是多空对战太激烈了?[惊讶] ","text":"是不是多空对战太激烈了?[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353932635332720","repostId":"1149052692","repostType":2,"repost":{"id":"1149052692","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":1727405985,"share":"https://www.laohu8.com/m/news/1149052692?lang=&edition=full","pubTime":"2024-09-27 10:59","market":"sh","language":"zh","title":"沪市部分股票恢复正常,仍有部分股票尚无法成交","url":"https://stock-news.laohu8.com/highlight/detail?id=1149052692","media":"老虎资讯综合","summary":"本所关注到,今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况,正在就相关原因进行排查。请广大投资者及时关注本所相关公告。如您遇到任何问题或者存在疑问,请迅速联系您指定交易的证券公司获得帮助。特此公告。上海证券交易所2024年9月27日","content":"<html><head></head><body><p>9月27日,继早盘上交所交易系统宕机恢复之后,9月27日午盘开市后,有投资者反映,股票无法成交。对此,多位券商人士告诉记者,目前部分沪市股票恢复了正常,也就是部分股票能成交,部分尚不能成交,可能仍有拥堵现象,需要逐步释放。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d0b2199d98f01c84421435d731e5e8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今日上午不少投资者反馈券商交易出现延迟问题。对此,相关人士表示,目前我们了解的情况,好像其他券商也有这样的问题,目前正在排查原因。目前公司正在根据客户反应的(开户)证券公司进行排查,还不能确定是哪一方的问题,目前在紧急处理了。</p><p>此外,上交所交易系统出现延迟现象。据获悉,目前交易所和券商正在紧急排查和修复中。</p><p>有证券公司从业人员告诉记者,目前上交所交易系统已经崩溃,所有的单子都在后台,可能来不及处理,等处理完以后,系统会挨个报单的。</p><p>随后,上交所公告:本所关注到,今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况,正在就相关原因进行排查。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f86bd931a586aff9f1a5d984d420d63\" title=\"\" tg-width=\"1546\" tg-height=\"570\"/></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>沪市部分股票恢复正常,仍有部分股票尚无法成交</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{ 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}\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沪市部分股票恢复正常,仍有部分股票尚无法成交\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\">2024-09-27 10:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月27日,继早盘上交所交易系统宕机恢复之后,9月27日午盘开市后,有投资者反映,股票无法成交。对此,多位券商人士告诉记者,目前部分沪市股票恢复了正常,也就是部分股票能成交,部分尚不能成交,可能仍有拥堵现象,需要逐步释放。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d0b2199d98f01c84421435d731e5e8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今日上午不少投资者反馈券商交易出现延迟问题。对此,相关人士表示,目前我们了解的情况,好像其他券商也有这样的问题,目前正在排查原因。目前公司正在根据客户反应的(开户)证券公司进行排查,还不能确定是哪一方的问题,目前在紧急处理了。</p><p>此外,上交所交易系统出现延迟现象。据获悉,目前交易所和券商正在紧急排查和修复中。</p><p>有证券公司从业人员告诉记者,目前上交所交易系统已经崩溃,所有的单子都在后台,可能来不及处理,等处理完以后,系统会挨个报单的。</p><p>随后,上交所公告:本所关注到,今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况,正在就相关原因进行排查。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f86bd931a586aff9f1a5d984d420d63\" title=\"\" tg-width=\"1546\" tg-height=\"570\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149052692","content_text":"9月27日,继早盘上交所交易系统宕机恢复之后,9月27日午盘开市后,有投资者反映,股票无法成交。对此,多位券商人士告诉记者,目前部分沪市股票恢复了正常,也就是部分股票能成交,部分尚不能成交,可能仍有拥堵现象,需要逐步释放。今日上午不少投资者反馈券商交易出现延迟问题。对此,相关人士表示,目前我们了解的情况,好像其他券商也有这样的问题,目前正在排查原因。目前公司正在根据客户反应的(开户)证券公司进行排查,还不能确定是哪一方的问题,目前在紧急处理了。此外,上交所交易系统出现延迟现象。据获悉,目前交易所和券商正在紧急排查和修复中。有证券公司从业人员告诉记者,目前上交所交易系统已经崩溃,所有的单子都在后台,可能来不及处理,等处理完以后,系统会挨个报单的。随后,上交所公告:本所关注到,今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况,正在就相关原因进行排查。","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341640303890624,"gmtCreate":1724428823001,"gmtModify":1724428824552,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 成交量比总股本还大??这是直接把公司换了?","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 成交量比总股本还大??这是直接把公司换了?","text":"$Faraday Future(FFIE)$ 成交量比总股本还大??这是直接把公司换了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341640303890624","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698862538,"gmtCreate":1640343036873,"gmtModify":1640343036873,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"自己接盘?","listText":"自己接盘?","text":"自己接盘?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698862538","repostId":"1192901665","repostType":2,"repost":{"id":"1192901665","pubTimestamp":1640341930,"share":"https://www.laohu8.com/m/news/1192901665?lang=&edition=full","pubTime":"2021-12-24 18:32","market":"hk","language":"zh","title":"中国信达:出资60亿元认购重庆蚂蚁消费金融公司20%股权","url":"https://stock-news.laohu8.com/highlight/detail?id=1192901665","media":"华尔街见闻","summary":"增资事项完成后,重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元。","content":"<p><a href=\"https://laohu8.com/S/01359\">中国信达</a>资产管理股份有限公司周五发布公告称,将出资60亿元认购重庆蚂蚁消费金融有限公司20%股份权益。</p>\n<p><img src=\"https://static.tigerbbs.com/4d373141e7cc06ec11eed3e97100fb1b\" tg-width=\"741\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p>中国信达在公告中表示,根据股权认购协议,重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元,以现金方式认购目标公司20.000%股份权益。增资事项完成后,重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元,中国信达将持有目标公司24.003%股份权益(公司已收购南商行)。其他增资认购方还包括<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>、 <a href=\"https://laohu8.com/S/002223\">鱼跃医疗</a>、舜宇光学 、博冠科技及渝富资本。</p>\n<p><img src=\"https://static.tigerbbs.com/68804f81f406a1132c3d644484e464c3\" tg-width=\"598\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p>\n<p>中国信达表示,在消费需求增长、监管体系日趋完善的背景下,消费金融产业规模持续扩大,金融科技运用使得技术驱动金融创新。通过参与增资事项,公司可以与业内最为领先的消费金融服务提供者建立紧密的合作关系,并在客户共用、金融科技、金融全产业链服务等方面取长补短、互利共赢。</p>\n<p>公开资料显示,重庆蚂蚁消费金融有限公司于2021年6月成立,现有注册资本为人民币80亿元。主营业务为发放个人消费贷款,接受股东境内子公司及境内股东的存款,向境内金融机构借款,经批准发行金融债券,境内同业拆借,与消费金融相关的谘询、代理业务,代理销售与消费贷款相关的保险产品,固定收益类证券投资业务等。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国信达:出资60亿元认购重庆蚂蚁消费金融公司20%股权</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51a4f5e0237319310c04b3cf46eaec1","relate_stocks":{"01359":"中国信达"},"source_url":"https://wallstreetcn.com/articles/3648133","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1192901665","content_text":"中国信达资产管理股份有限公司周五发布公告称,将出资60亿元认购重庆蚂蚁消费金融有限公司20%股份权益。\n\n中国信达在公告中表示,根据股权认购协议,重庆蚂蚁消费金融有限公司向全体增资认购方增发注册资本人民币220亿元。中国信达将出资人民币60亿元,以现金方式认购目标公司20.000%股份权益。增资事项完成后,重庆蚂蚁消费金融的注册资本将由人民币80亿元增加至人民币300亿元,中国信达将持有目标公司24.003%股份权益(公司已收购南商行)。其他增资认购方还包括蚂蚁集团、 鱼跃医疗、舜宇光学 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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>昨天的上涨就是为了杀期权的吧?今天就现原形了?","text":"$阿里巴巴-SW(09988)$昨天的上涨就是为了杀期权的吧?今天就现原形了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818312653","isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834691920,"gmtCreate":1629794715560,"gmtModify":1629794715560,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"所以,利空四大家?","listText":"所以,利空四大家?","text":"所以,利空四大家?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834691920","repostId":"1143694076","repostType":4,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804513986,"gmtCreate":1627963698145,"gmtModify":1627963698145,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"台湾那帮人是本次半导体涨价的主力。。","listText":"台湾那帮人是本次半导体涨价的主力。。","text":"台湾那帮人是本次半导体涨价的主力。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804513986","repostId":"1195113597","repostType":4,"repost":{"id":"1195113597","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":1627963266,"share":"https://www.laohu8.com/m/news/1195113597?lang=&edition=full","pubTime":"2021-08-03 12:01","market":"sh","language":"zh","title":"市场监管总局对涉嫌哄抬价格的汽车芯片经销企业立案调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1195113597","media":"老虎资讯综合","summary":"针对汽车芯片市场哄抬炒作、价格高企等突出问题,近日,市场监管总局根据价格监测和举报线索,对涉嫌哄抬价格的汽车芯片经销企业立案调查。\n下一步,市场监管总局将持续关注芯片等重要商品市场价格秩序,进一步加大","content":"<p>针对汽车芯片市场哄抬炒作、价格高企等突出问题,近日,市场监管总局根据价格监测和举报线索,对涉嫌哄抬价格的汽车芯片经销企业立案调查。</p>\n<p>下一步,市场监管总局将持续关注芯片等重要商品市场价格秩序,进一步加大监管执法力度,严厉查处囤积居奇、哄抬价格、串通涨价等违法行为。<img src=\"https://static.tigerbbs.com/aa1c222e2f78dc3d3af5ef1b8963df3e\" tg-width=\"1172\" tg-height=\"585\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场监管总局对涉嫌哄抬价格的汽车芯片经销企业立案调查</title>\n<style 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12:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>针对汽车芯片市场哄抬炒作、价格高企等突出问题,近日,市场监管总局根据价格监测和举报线索,对涉嫌哄抬价格的汽车芯片经销企业立案调查。</p>\n<p>下一步,市场监管总局将持续关注芯片等重要商品市场价格秩序,进一步加大监管执法力度,严厉查处囤积居奇、哄抬价格、串通涨价等违法行为。<img src=\"https://static.tigerbbs.com/aa1c222e2f78dc3d3af5ef1b8963df3e\" tg-width=\"1172\" tg-height=\"585\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195113597","content_text":"针对汽车芯片市场哄抬炒作、价格高企等突出问题,近日,市场监管总局根据价格监测和举报线索,对涉嫌哄抬价格的汽车芯片经销企业立案调查。\n下一步,市场监管总局将持续关注芯片等重要商品市场价格秩序,进一步加大监管执法力度,严厉查处囤积居奇、哄抬价格、串通涨价等违法行为。","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365774991589640,"gmtCreate":1730300960075,"gmtModify":1730300961531,"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"themes":[],"htmlText":"<a 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