百猫夜行的个人主页 - 老虎社区

百猫夜行

暂无个人介绍

IP属地：浙江

25关注

1粉丝

0主题

0勋章

10-18

$京东(JD)$ 怎么还拉起来了

10-24

$京东(JD)$ 难绷，不拉盘了？

10-23

乐，果然3是最好用的

杨笠阻挡不了京东的步伐

11-14

Replying to @喵呜喵:还能说话吗//@喵呜喵:坚持一下，京东业绩挺好的，马上飞

10-23

$麦当劳(MCD)$ 欲加之罪何患无辞

10-22

$京东(JD)$ 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。

11-14

人云亦云

11-11

哥们你不看新闻吗

10-25

$麦当劳(MCD)$ 政治迫害

10-24

$波音(BA)$ 卫星炸了嘻嘻

10-22

看看讨论区置顶的三条，老虎怕不是也被夺舍了

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3581594109083356","uuid":"3581594109083356","gmtCreate":1618500084755,"gmtModify":1618500084755,"name":"百猫夜行","pinyin":"bmyxbaimaoyexing","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":25,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","exceedPercentage":"60.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":11,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":371025292771336,"gmtCreate":1731596294597,"gmtModify":1731598694501,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3541116545659059\">@喵呜喵</a>:还能说话吗//<a href=\"https://laohu8.com/U/3541116545659059\">@喵呜喵</a>:坚持一下，京东业绩挺好的，马上飞","listText":"Replying to <a href=\"https://laohu8.com/U/3541116545659059\">@喵呜喵</a>:还能说话吗//<a href=\"https://laohu8.com/U/3541116545659059\">@喵呜喵</a>:坚持一下，京东业绩挺好的，马上飞","text":"Replying to @喵呜喵:还能说话吗//@喵呜喵:坚持一下，京东业绩挺好的，马上飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371025292771336","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541116545659059","authorId":"3541116545659059","name":"喵呜喵","avatar":"https://static.tigerbbs.com/5d51c5af7a6e2426971ebeb5a65747ce","crmLevel":6,"crmLevelSwitch":0,"idStr":"3541116545659059","authorIdStr":"3541116545659059"},"content":"这么好的业绩，股价还跌，我不服，反正我加仓了","text":"这么好的业绩，股价还跌，我不服，反正我加仓了","html":"这么好的业绩，股价还跌，我不服，反正我加仓了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371023584927848,"gmtCreate":1731595890956,"gmtModify":1731595892849,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"人云亦云","listText":"人云亦云","text":"人云亦云","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371023584927848","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369842422612464,"gmtCreate":1731335502904,"gmtModify":1731335504813,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"哥们你不看新闻吗","listText":"哥们你不看新闻吗","text":"哥们你不看新闻吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369842422612464","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363676490473696,"gmtCreate":1729813482951,"gmtModify":1729815202811,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 政治迫害","listText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 政治迫害","text":"$麦当劳(MCD)$ 政治迫害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363676490473696","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363526829518920,"gmtCreate":1729776943201,"gmtModify":1729776944475,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 难绷，不拉盘了？","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 难绷，不拉盘了？","text":"$京东(JD)$ 难绷，不拉盘了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363526829518920","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363495350493312,"gmtCreate":1729769322796,"gmtModify":1729769324289,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 卫星炸了嘻嘻","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 卫星炸了嘻嘻","text":"$波音(BA)$ 卫星炸了嘻嘻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363495350493312","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363003028127808,"gmtCreate":1729646273841,"gmtModify":1729654039887,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 欲加之罪何患无辞","listText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 欲加之罪何患无辞","text":"$麦当劳(MCD)$ 欲加之罪何患无辞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363003028127808","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362907457454200,"gmtCreate":1729622887793,"gmtModify":1729635035006,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"乐，果然3是最好用的","listText":"乐，果然3是最好用的","text":"乐，果然3是最好用的","images":[{"img":"https://static.tigerbbs.com/1135ebe51c83cac5181f1c3e42bc9b31"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362907457454200","repostId":"2477535258","repostType":2,"repost":{"id":"2477535258","pubTimestamp":1729612284,"share":"https://www.laohu8.com/m/news/2477535258?lang=&edition=full","pubTime":"2024-10-22 23:51","market":"hk","language":"zh","title":"杨笠阻挡不了京东的步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=2477535258","media":"刘宝丹","summary":"挑战在后面。","content":"<html><body><p>作者 |  刘宝丹 周智宇</p>\n<p>编辑 | 张晓玲</p>\n<p>准备在双十一大干一场的<a href=\"https://laohu8.com/S/JD\">京东</a>，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。</p>\n<p>京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。</p>\n<p>10月18日，京东道歉后，股价回涨了2.65%。</p>\n<p>杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨中概股。</p>\n<p>除了政策带来利好刺激，刘强东回归并带领京东死磕低价，也让京东基本面持续改善。</p>\n<p>当然，此次杨笠事件也是一个警示。京东在稳固3C产品基本盘，开拓服装等细分市场之时，用户群体不断扩大，选择代言人也得考虑周全。</p>\n<p>如今，电商市场正在大洗牌，京东面临的是一个前所未有的复杂局面。刘强东能否再次带领京东重现辉煌，依然充满未知数。</p>\n<h2>暴涨</h2>\n<p>中概股时隔三年迎来最大一波回弹，京东是这波资本浪潮中极具风向标意义的存在。</p>\n<p>10月7日，京东股价达47.820美元，创年度新高，相对于3月股价21.180美元，京东股价实现了翻倍式增长。当天京东市值达到689亿美元，创下了19个月以来的新高。</p>\n<p>从9月17日算起，到10月7日的高点，京东港股区间最高涨幅达79.01%，较同期恒生科技指数涨幅高出超20个百分点。京东市值也大涨超2800亿港元。</p>\n<p>京东股价强势复苏背后，美国时隔四年来首次降息，叠加国内央行一揽子政策释放了经济增长的乐观预期，进而引发全球资本流动，中概股迎来集体上涨。</p>\n<p>野村表示，中国在9月底推出的一系列刺激政策注重稳定房地产及振兴消费需求，若消费者的情绪能够改善，预期中国电商板块短期内有潜力跑赢大市。</p>\n<p>电商股因此进入价值重估阶段。9月30日，<a href=\"https://laohu8.com/S/GS\">高盛</a>在最新研报中指出，电商行业将成为中国互联网领域估值重估最重要的领域之一，高盛将电商偏好提升至前两位，与游戏行业并列。</p>\n<p>在这种背景下，京东的强顺周期特点得以凸显，尤其随着以旧换新政策在全国各个省份陆续落地，作为家电消费的主力平台，京东将受益于这一轮消费刺激。</p>\n<p>9月26日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发表报告指，京东股价表现好过KraneShares中概互联网指数及主要电子商务同业同期表现，主要归功于家电以旧换新政策的正面消息及低估值。</p>\n<p>香颂资本董事沈萌认为，京东之前股价受到直播、团购等新兴电商模式的冲击，回调幅度较大。随着刘强东加大对一线经营的力度，引导京东重新回归稳定，再叠加9月以来央行的刺激政策推动二级市场整体向上趋势。</p>\n<p>事实上，在经过了年初股价低点后，京东股价在业绩回暖，以及时隔四年重启资本股份回购的加持下，已经开始出现上涨波段。</p>\n<p>3月6日，京东交出一份亮眼四季报，Non-GAAP（非通用会计准则）净利润84亿元，全年净利润达到352亿元，均超出市场预期，叠加未来三年回购不超过30亿美元的计划，催动京东股价反弹。</p>\n<p>当日收盘，京东美股涨幅达16.18%，创下2022年3月以来的新高，市值涨了近400亿人民币。</p>\n<p>随着这轮中概股复苏，京东一扫<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>退出的阴霾，迎来资本新周期。</p>\n<h2>挑战</h2>\n<p>从2014年上市到2021年中概股巅峰，京东市值从286亿美元迅速攀升至1659亿美元，7年时间涨了5.8倍。随后，京东股价随着中概股低迷而持续下挫。</p>\n<p>如今，京东的资本故事可能迎来关键转折点。</p>\n<p>自从2022年底刘强东回归后，京东开启了一系列改革，战略上，京东通过大力扶持第三方商家实现低价，持续深化生态战略，在电商业务上，京东以采销为突破口，对抗直播电商的强势增长。</p>\n<p>在经过一系列反击后，京东的战略初显成效。8月15日，京东集团公布2024年第二季度业绩，毛利率同比大幅提升137个基点至15.8%，非美国通用会计准则下经营利润和净利润均达到历史新高。</p>\n<p>这一波股价上涨，可以说是对京东过去两年表现的一个肯定。接下来的关键点在于，京东能否持续这种好的态势，毕竟，京东当前市值还不足巅峰时期的一半。</p>\n<p>接下来京东能否抓住这轮机遇，以及京东未来的估值空间到底还有多大的想象力，这是目前资本关注的焦点。</p>\n<p>短期来看，资本市场会受到情绪影响，但长远来看，股价最终会反映经济基本面和京东本身的业绩表现。</p>\n<p>麦格理、野村、花旗、<a href=\"https://laohu8.com/S/03329\">交银国际</a>、海通国际等机构表达了对京东的乐观预期，野村将京东美股目标价调升39.5%至53美元，麦格理重申京东为电商业的首选股。</p>\n<p>麦格理认为，京东在逐步推行的以旧换新政策中，良好地抓住家电和电子产品需求复苏的机会，使其在下半年的收入增长较同业更具韧性。该行预期，京东第三季度收入同比升5%至2600亿元，经调整净利润达115亿元，与市场预期的上限一致。</p>\n<p>瑞银认为，京东中短期具有增长动力，而且估值偏低，由于现价相当于2025年预测市盈率9倍，估值相对便宜，相信京东有更大的盈利惊喜和重估空间。</p>\n<p>未来京东还需要在战略上做出更大的突破，才能带来股价持续上行。</p>\n<p>当前，电商业务面临激烈的市场竞争，京东重点在于挖掘服饰、汽车等垂类赛道，并持续探索线下业务。海外方面，京东目前还很难和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和阿里等竞争对手相比。许冉在二季度电话会上表示，京东将继续聚焦用户体验、价格竞争力和平台生态。</p>\n<p>虽然京东具有战略定力，但影响京东股价的风险因素仍然很多。比如，杨笠事件就是一个案例，请杨笠站台，引发部分京东用户抵制，值此双十一关键阶段，也给它这场翻身仗，蒙上阴影。</p>\n<p>电商正在大洗牌阶段，市场竞争格局正处于动态变化中。在这场史上最激烈的电商大战，刘强东和京东每走一步都必须小心翼翼。</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":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>杨笠阻挡不了京东的步伐</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杨笠阻挡不了京东的步伐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-22 23:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1><strong>刘宝丹</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 |  刘宝丹 周智宇\n编辑 | 张晓玲\n准备在双十一大干一场的京东，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。\n京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。\n10月18日，京东道歉后，股价回涨了2.65%。\n杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1\">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/b801ede9-67b8-4e80-9eb9-69ea4a1e7a42.jpeg","relate_stocks":{"89618":"京东集团-SWR","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1588":"回港中概股","BK4524":"宅经济概念","BK4220":"综合零售","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","09618":"京东集团-SW","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4588":"碎股","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","LU0051755006.USD":"摩根大通中国A (dist)","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0359201612.USD":"贝莱德中国基金A2","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","JD":"京东","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK1502":"双十一","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK1575":"同股不同权","BK4531":"中概回港概念","LU0228659784.USD":"施罗德金砖四国基金","LU0048580855.USD":"富达大中华区A"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2477535258","content_text":"作者 |  刘宝丹 周智宇\n编辑 | 张晓玲\n准备在双十一大干一场的京东，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。\n京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。\n10月18日，京东道歉后，股价回涨了2.65%。\n杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨中概股。\n除了政策带来利好刺激，刘强东回归并带领京东死磕低价，也让京东基本面持续改善。\n当然，此次杨笠事件也是一个警示。京东在稳固3C产品基本盘，开拓服装等细分市场之时，用户群体不断扩大，选择代言人也得考虑周全。\n如今，电商市场正在大洗牌，京东面临的是一个前所未有的复杂局面。刘强东能否再次带领京东重现辉煌，依然充满未知数。\n暴涨\n中概股时隔三年迎来最大一波回弹，京东是这波资本浪潮中极具风向标意义的存在。\n10月7日，京东股价达47.820美元，创年度新高，相对于3月股价21.180美元，京东股价实现了翻倍式增长。当天京东市值达到689亿美元，创下了19个月以来的新高。\n从9月17日算起，到10月7日的高点，京东港股区间最高涨幅达79.01%，较同期恒生科技指数涨幅高出超20个百分点。京东市值也大涨超2800亿港元。\n京东股价强势复苏背后，美国时隔四年来首次降息，叠加国内央行一揽子政策释放了经济增长的乐观预期，进而引发全球资本流动，中概股迎来集体上涨。\n野村表示，中国在9月底推出的一系列刺激政策注重稳定房地产及振兴消费需求，若消费者的情绪能够改善，预期中国电商板块短期内有潜力跑赢大市。\n电商股因此进入价值重估阶段。9月30日，高盛在最新研报中指出，电商行业将成为中国互联网领域估值重估最重要的领域之一，高盛将电商偏好提升至前两位，与游戏行业并列。\n在这种背景下，京东的强顺周期特点得以凸显，尤其随着以旧换新政策在全国各个省份陆续落地，作为家电消费的主力平台，京东将受益于这一轮消费刺激。\n9月26日，摩根大通发表报告指，京东股价表现好过KraneShares中概互联网指数及主要电子商务同业同期表现，主要归功于家电以旧换新政策的正面消息及低估值。\n香颂资本董事沈萌认为，京东之前股价受到直播、团购等新兴电商模式的冲击，回调幅度较大。随着刘强东加大对一线经营的力度，引导京东重新回归稳定，再叠加9月以来央行的刺激政策推动二级市场整体向上趋势。\n事实上，在经过了年初股价低点后，京东股价在业绩回暖，以及时隔四年重启资本股份回购的加持下，已经开始出现上涨波段。\n3月6日，京东交出一份亮眼四季报，Non-GAAP（非通用会计准则）净利润84亿元，全年净利润达到352亿元，均超出市场预期，叠加未来三年回购不超过30亿美元的计划，催动京东股价反弹。\n当日收盘，京东美股涨幅达16.18%，创下2022年3月以来的新高，市值涨了近400亿人民币。\n随着这轮中概股复苏，京东一扫沃尔玛退出的阴霾，迎来资本新周期。\n挑战\n从2014年上市到2021年中概股巅峰，京东市值从286亿美元迅速攀升至1659亿美元，7年时间涨了5.8倍。随后，京东股价随着中概股低迷而持续下挫。\n如今，京东的资本故事可能迎来关键转折点。\n自从2022年底刘强东回归后，京东开启了一系列改革，战略上，京东通过大力扶持第三方商家实现低价，持续深化生态战略，在电商业务上，京东以采销为突破口，对抗直播电商的强势增长。\n在经过一系列反击后，京东的战略初显成效。8月15日，京东集团公布2024年第二季度业绩，毛利率同比大幅提升137个基点至15.8%，非美国通用会计准则下经营利润和净利润均达到历史新高。\n这一波股价上涨，可以说是对京东过去两年表现的一个肯定。接下来的关键点在于，京东能否持续这种好的态势，毕竟，京东当前市值还不足巅峰时期的一半。\n接下来京东能否抓住这轮机遇，以及京东未来的估值空间到底还有多大的想象力，这是目前资本关注的焦点。\n短期来看，资本市场会受到情绪影响，但长远来看，股价最终会反映经济基本面和京东本身的业绩表现。\n麦格理、野村、花旗、交银国际、海通国际等机构表达了对京东的乐观预期，野村将京东美股目标价调升39.5%至53美元，麦格理重申京东为电商业的首选股。\n麦格理认为，京东在逐步推行的以旧换新政策中，良好地抓住家电和电子产品需求复苏的机会，使其在下半年的收入增长较同业更具韧性。该行预期，京东第三季度收入同比升5%至2600亿元，经调整净利润达115亿元，与市场预期的上限一致。\n瑞银认为，京东中短期具有增长动力，而且估值偏低，由于现价相当于2025年预测市盈率9倍，估值相对便宜，相信京东有更大的盈利惊喜和重估空间。\n未来京东还需要在战略上做出更大的突破，才能带来股价持续上行。\n当前，电商业务面临激烈的市场竞争，京东重点在于挖掘服饰、汽车等垂类赛道，并持续探索线下业务。海外方面，京东目前还很难和拼多多和阿里等竞争对手相比。许冉在二季度电话会上表示，京东将继续聚焦用户体验、价格竞争力和平台生态。\n虽然京东具有战略定力，但影响京东股价的风险因素仍然很多。比如，杨笠事件就是一个案例，请杨笠站台，引发部分京东用户抵制，值此双十一关键阶段，也给它这场翻身仗，蒙上阴影。\n电商正在大洗牌阶段，市场竞争格局正处于动态变化中。在这场史上最激烈的电商大战，刘强东和京东每走一步都必须小心翼翼。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":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362824298778928,"gmtCreate":1729602510049,"gmtModify":1729603349681,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。","text":"$京东(JD)$ 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。","images":[{"img":"https://static.tigerbbs.com/7a163d95bc5e8e9fda242bd099be789d","width":"1486","height":"872"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362824298778928","isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362806714146856,"gmtCreate":1729598269339,"gmtModify":1729602180634,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"看看讨论区置顶的三条，老虎怕不是也被夺舍了","listText":"看看讨论区置顶的三条，老虎怕不是也被夺舍了","text":"看看讨论区置顶的三条，老虎怕不是也被夺舍了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362806714146856","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361359863484624,"gmtCreate":1729241258987,"gmtModify":1729241433264,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么还拉起来了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么还拉起来了","text":"$京东(JD)$ 怎么还拉起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361359863484624","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535665439341215","authorId":"3535665439341215","name":"开心韭菜","avatar":"https://static.tigerbbs.com/f00f32375ea1b4c97fb4ce25fc56960b","crmLevel":4,"crmLevelSwitch":0,"idStr":"3535665439341215","authorIdStr":"3535665439341215"},"content":"这几天股价对它很重要，估计自己拉一下吧","text":"这几天股价对它很重要，估计自己拉一下吧","html":"这几天股价对它很重要，估计自己拉一下吧"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":361359863484624,"gmtCreate":1729241258987,"gmtModify":1729241433264,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么还拉起来了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么还拉起来了","text":"$京东(JD)$ 怎么还拉起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361359863484624","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535665439341215","authorId":"3535665439341215","name":"开心韭菜","avatar":"https://static.tigerbbs.com/f00f32375ea1b4c97fb4ce25fc56960b","crmLevel":4,"crmLevelSwitch":0,"idStr":"3535665439341215","authorIdStr":"3535665439341215"},"content":"这几天股价对它很重要，估计自己拉一下吧","text":"这几天股价对它很重要，估计自己拉一下吧","html":"这几天股价对它很重要，估计自己拉一下吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363526829518920,"gmtCreate":1729776943201,"gmtModify":1729776944475,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 难绷，不拉盘了？","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 难绷，不拉盘了？","text":"$京东(JD)$ 难绷，不拉盘了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363526829518920","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362907457454200,"gmtCreate":1729622887793,"gmtModify":1729635035006,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"乐，果然3是最好用的","listText":"乐，果然3是最好用的","text":"乐，果然3是最好用的","images":[{"img":"https://static.tigerbbs.com/1135ebe51c83cac5181f1c3e42bc9b31"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362907457454200","repostId":"2477535258","repostType":2,"repost":{"id":"2477535258","pubTimestamp":1729612284,"share":"https://www.laohu8.com/m/news/2477535258?lang=&edition=full","pubTime":"2024-10-22 23:51","market":"hk","language":"zh","title":"杨笠阻挡不了京东的步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=2477535258","media":"刘宝丹","summary":"挑战在后面。","content":"<html><body><p>作者 |  刘宝丹 周智宇</p>\n<p>编辑 | 张晓玲</p>\n<p>准备在双十一大干一场的<a href=\"https://laohu8.com/S/JD\">京东</a>，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。</p>\n<p>京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。</p>\n<p>10月18日，京东道歉后，股价回涨了2.65%。</p>\n<p>杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨中概股。</p>\n<p>除了政策带来利好刺激，刘强东回归并带领京东死磕低价，也让京东基本面持续改善。</p>\n<p>当然，此次杨笠事件也是一个警示。京东在稳固3C产品基本盘，开拓服装等细分市场之时，用户群体不断扩大，选择代言人也得考虑周全。</p>\n<p>如今，电商市场正在大洗牌，京东面临的是一个前所未有的复杂局面。刘强东能否再次带领京东重现辉煌，依然充满未知数。</p>\n<h2>暴涨</h2>\n<p>中概股时隔三年迎来最大一波回弹，京东是这波资本浪潮中极具风向标意义的存在。</p>\n<p>10月7日，京东股价达47.820美元，创年度新高，相对于3月股价21.180美元，京东股价实现了翻倍式增长。当天京东市值达到689亿美元，创下了19个月以来的新高。</p>\n<p>从9月17日算起，到10月7日的高点，京东港股区间最高涨幅达79.01%，较同期恒生科技指数涨幅高出超20个百分点。京东市值也大涨超2800亿港元。</p>\n<p>京东股价强势复苏背后，美国时隔四年来首次降息，叠加国内央行一揽子政策释放了经济增长的乐观预期，进而引发全球资本流动，中概股迎来集体上涨。</p>\n<p>野村表示，中国在9月底推出的一系列刺激政策注重稳定房地产及振兴消费需求，若消费者的情绪能够改善，预期中国电商板块短期内有潜力跑赢大市。</p>\n<p>电商股因此进入价值重估阶段。9月30日，<a href=\"https://laohu8.com/S/GS\">高盛</a>在最新研报中指出，电商行业将成为中国互联网领域估值重估最重要的领域之一，高盛将电商偏好提升至前两位，与游戏行业并列。</p>\n<p>在这种背景下，京东的强顺周期特点得以凸显，尤其随着以旧换新政策在全国各个省份陆续落地，作为家电消费的主力平台，京东将受益于这一轮消费刺激。</p>\n<p>9月26日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发表报告指，京东股价表现好过KraneShares中概互联网指数及主要电子商务同业同期表现，主要归功于家电以旧换新政策的正面消息及低估值。</p>\n<p>香颂资本董事沈萌认为，京东之前股价受到直播、团购等新兴电商模式的冲击，回调幅度较大。随着刘强东加大对一线经营的力度，引导京东重新回归稳定，再叠加9月以来央行的刺激政策推动二级市场整体向上趋势。</p>\n<p>事实上，在经过了年初股价低点后，京东股价在业绩回暖，以及时隔四年重启资本股份回购的加持下，已经开始出现上涨波段。</p>\n<p>3月6日，京东交出一份亮眼四季报，Non-GAAP（非通用会计准则）净利润84亿元，全年净利润达到352亿元，均超出市场预期，叠加未来三年回购不超过30亿美元的计划，催动京东股价反弹。</p>\n<p>当日收盘，京东美股涨幅达16.18%，创下2022年3月以来的新高，市值涨了近400亿人民币。</p>\n<p>随着这轮中概股复苏，京东一扫<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>退出的阴霾，迎来资本新周期。</p>\n<h2>挑战</h2>\n<p>从2014年上市到2021年中概股巅峰，京东市值从286亿美元迅速攀升至1659亿美元，7年时间涨了5.8倍。随后，京东股价随着中概股低迷而持续下挫。</p>\n<p>如今，京东的资本故事可能迎来关键转折点。</p>\n<p>自从2022年底刘强东回归后，京东开启了一系列改革，战略上，京东通过大力扶持第三方商家实现低价，持续深化生态战略，在电商业务上，京东以采销为突破口，对抗直播电商的强势增长。</p>\n<p>在经过一系列反击后，京东的战略初显成效。8月15日，京东集团公布2024年第二季度业绩，毛利率同比大幅提升137个基点至15.8%，非美国通用会计准则下经营利润和净利润均达到历史新高。</p>\n<p>这一波股价上涨，可以说是对京东过去两年表现的一个肯定。接下来的关键点在于，京东能否持续这种好的态势，毕竟，京东当前市值还不足巅峰时期的一半。</p>\n<p>接下来京东能否抓住这轮机遇，以及京东未来的估值空间到底还有多大的想象力，这是目前资本关注的焦点。</p>\n<p>短期来看，资本市场会受到情绪影响，但长远来看，股价最终会反映经济基本面和京东本身的业绩表现。</p>\n<p>麦格理、野村、花旗、<a href=\"https://laohu8.com/S/03329\">交银国际</a>、海通国际等机构表达了对京东的乐观预期，野村将京东美股目标价调升39.5%至53美元，麦格理重申京东为电商业的首选股。</p>\n<p>麦格理认为，京东在逐步推行的以旧换新政策中，良好地抓住家电和电子产品需求复苏的机会，使其在下半年的收入增长较同业更具韧性。该行预期，京东第三季度收入同比升5%至2600亿元，经调整净利润达115亿元，与市场预期的上限一致。</p>\n<p>瑞银认为，京东中短期具有增长动力，而且估值偏低，由于现价相当于2025年预测市盈率9倍，估值相对便宜，相信京东有更大的盈利惊喜和重估空间。</p>\n<p>未来京东还需要在战略上做出更大的突破，才能带来股价持续上行。</p>\n<p>当前，电商业务面临激烈的市场竞争，京东重点在于挖掘服饰、汽车等垂类赛道，并持续探索线下业务。海外方面，京东目前还很难和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和阿里等竞争对手相比。许冉在二季度电话会上表示，京东将继续聚焦用户体验、价格竞争力和平台生态。</p>\n<p>虽然京东具有战略定力，但影响京东股价的风险因素仍然很多。比如，杨笠事件就是一个案例，请杨笠站台，引发部分京东用户抵制，值此双十一关键阶段，也给它这场翻身仗，蒙上阴影。</p>\n<p>电商正在大洗牌阶段，市场竞争格局正处于动态变化中。在这场史上最激烈的电商大战，刘强东和京东每走一步都必须小心翼翼。</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":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>杨笠阻挡不了京东的步伐</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杨笠阻挡不了京东的步伐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-22 23:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1><strong>刘宝丹</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 |  刘宝丹 周智宇\n编辑 | 张晓玲\n准备在双十一大干一场的京东，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。\n京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。\n10月18日，京东道歉后，股价回涨了2.65%。\n杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1\">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/b801ede9-67b8-4e80-9eb9-69ea4a1e7a42.jpeg","relate_stocks":{"89618":"京东集团-SWR","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1588":"回港中概股","BK4524":"宅经济概念","BK4220":"综合零售","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","09618":"京东集团-SW","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK4588":"碎股","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","LU0051755006.USD":"摩根大通中国A (dist)","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0359201612.USD":"贝莱德中国基金A2","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","JD":"京东","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK1502":"双十一","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK1575":"同股不同权","BK4531":"中概回港概念","LU0228659784.USD":"施罗德金砖四国基金","LU0048580855.USD":"富达大中华区A"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2477535258","content_text":"作者 |  刘宝丹 周智宇\n编辑 | 张晓玲\n准备在双十一大干一场的京东，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。\n京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。\n10月18日，京东道歉后，股价回涨了2.65%。\n杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨中概股。\n除了政策带来利好刺激，刘强东回归并带领京东死磕低价，也让京东基本面持续改善。\n当然，此次杨笠事件也是一个警示。京东在稳固3C产品基本盘，开拓服装等细分市场之时，用户群体不断扩大，选择代言人也得考虑周全。\n如今，电商市场正在大洗牌，京东面临的是一个前所未有的复杂局面。刘强东能否再次带领京东重现辉煌，依然充满未知数。\n暴涨\n中概股时隔三年迎来最大一波回弹，京东是这波资本浪潮中极具风向标意义的存在。\n10月7日，京东股价达47.820美元，创年度新高，相对于3月股价21.180美元，京东股价实现了翻倍式增长。当天京东市值达到689亿美元，创下了19个月以来的新高。\n从9月17日算起，到10月7日的高点，京东港股区间最高涨幅达79.01%，较同期恒生科技指数涨幅高出超20个百分点。京东市值也大涨超2800亿港元。\n京东股价强势复苏背后，美国时隔四年来首次降息，叠加国内央行一揽子政策释放了经济增长的乐观预期，进而引发全球资本流动，中概股迎来集体上涨。\n野村表示，中国在9月底推出的一系列刺激政策注重稳定房地产及振兴消费需求，若消费者的情绪能够改善，预期中国电商板块短期内有潜力跑赢大市。\n电商股因此进入价值重估阶段。9月30日，高盛在最新研报中指出，电商行业将成为中国互联网领域估值重估最重要的领域之一，高盛将电商偏好提升至前两位，与游戏行业并列。\n在这种背景下，京东的强顺周期特点得以凸显，尤其随着以旧换新政策在全国各个省份陆续落地，作为家电消费的主力平台，京东将受益于这一轮消费刺激。\n9月26日，摩根大通发表报告指，京东股价表现好过KraneShares中概互联网指数及主要电子商务同业同期表现，主要归功于家电以旧换新政策的正面消息及低估值。\n香颂资本董事沈萌认为，京东之前股价受到直播、团购等新兴电商模式的冲击，回调幅度较大。随着刘强东加大对一线经营的力度，引导京东重新回归稳定，再叠加9月以来央行的刺激政策推动二级市场整体向上趋势。\n事实上，在经过了年初股价低点后，京东股价在业绩回暖，以及时隔四年重启资本股份回购的加持下，已经开始出现上涨波段。\n3月6日，京东交出一份亮眼四季报，Non-GAAP（非通用会计准则）净利润84亿元，全年净利润达到352亿元，均超出市场预期，叠加未来三年回购不超过30亿美元的计划，催动京东股价反弹。\n当日收盘，京东美股涨幅达16.18%，创下2022年3月以来的新高，市值涨了近400亿人民币。\n随着这轮中概股复苏，京东一扫沃尔玛退出的阴霾，迎来资本新周期。\n挑战\n从2014年上市到2021年中概股巅峰，京东市值从286亿美元迅速攀升至1659亿美元，7年时间涨了5.8倍。随后，京东股价随着中概股低迷而持续下挫。\n如今，京东的资本故事可能迎来关键转折点。\n自从2022年底刘强东回归后，京东开启了一系列改革，战略上，京东通过大力扶持第三方商家实现低价，持续深化生态战略，在电商业务上，京东以采销为突破口，对抗直播电商的强势增长。\n在经过一系列反击后，京东的战略初显成效。8月15日，京东集团公布2024年第二季度业绩，毛利率同比大幅提升137个基点至15.8%，非美国通用会计准则下经营利润和净利润均达到历史新高。\n这一波股价上涨，可以说是对京东过去两年表现的一个肯定。接下来的关键点在于，京东能否持续这种好的态势，毕竟，京东当前市值还不足巅峰时期的一半。\n接下来京东能否抓住这轮机遇，以及京东未来的估值空间到底还有多大的想象力，这是目前资本关注的焦点。\n短期来看，资本市场会受到情绪影响，但长远来看，股价最终会反映经济基本面和京东本身的业绩表现。\n麦格理、野村、花旗、交银国际、海通国际等机构表达了对京东的乐观预期，野村将京东美股目标价调升39.5%至53美元，麦格理重申京东为电商业的首选股。\n麦格理认为，京东在逐步推行的以旧换新政策中，良好地抓住家电和电子产品需求复苏的机会，使其在下半年的收入增长较同业更具韧性。该行预期，京东第三季度收入同比升5%至2600亿元，经调整净利润达115亿元，与市场预期的上限一致。\n瑞银认为，京东中短期具有增长动力，而且估值偏低，由于现价相当于2025年预测市盈率9倍，估值相对便宜，相信京东有更大的盈利惊喜和重估空间。\n未来京东还需要在战略上做出更大的突破，才能带来股价持续上行。\n当前，电商业务面临激烈的市场竞争，京东重点在于挖掘服饰、汽车等垂类赛道，并持续探索线下业务。海外方面，京东目前还很难和拼多多和阿里等竞争对手相比。许冉在二季度电话会上表示，京东将继续聚焦用户体验、价格竞争力和平台生态。\n虽然京东具有战略定力，但影响京东股价的风险因素仍然很多。比如，杨笠事件就是一个案例，请杨笠站台，引发部分京东用户抵制，值此双十一关键阶段，也给它这场翻身仗，蒙上阴影。\n电商正在大洗牌阶段，市场竞争格局正处于动态变化中。在这场史上最激烈的电商大战，刘强东和京东每走一步都必须小心翼翼。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":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":371025292771336,"gmtCreate":1731596294597,"gmtModify":1731598694501,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3541116545659059\">@喵呜喵</a>:还能说话吗//<a href=\"https://laohu8.com/U/3541116545659059\">@喵呜喵</a>:坚持一下，京东业绩挺好的，马上飞","listText":"Replying to <a href=\"https://laohu8.com/U/3541116545659059\">@喵呜喵</a>:还能说话吗//<a href=\"https://laohu8.com/U/3541116545659059\">@喵呜喵</a>:坚持一下，京东业绩挺好的，马上飞","text":"Replying to @喵呜喵:还能说话吗//@喵呜喵:坚持一下，京东业绩挺好的，马上飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371025292771336","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541116545659059","authorId":"3541116545659059","name":"喵呜喵","avatar":"https://static.tigerbbs.com/5d51c5af7a6e2426971ebeb5a65747ce","crmLevel":6,"crmLevelSwitch":0,"idStr":"3541116545659059","authorIdStr":"3541116545659059"},"content":"这么好的业绩，股价还跌，我不服，反正我加仓了","text":"这么好的业绩，股价还跌，我不服，反正我加仓了","html":"这么好的业绩，股价还跌，我不服，反正我加仓了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363003028127808,"gmtCreate":1729646273841,"gmtModify":1729654039887,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 欲加之罪何患无辞","listText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 欲加之罪何患无辞","text":"$麦当劳(MCD)$ 欲加之罪何患无辞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363003028127808","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362824298778928,"gmtCreate":1729602510049,"gmtModify":1729603349681,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。","text":"$京东(JD)$ 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。","images":[{"img":"https://static.tigerbbs.com/7a163d95bc5e8e9fda242bd099be789d","width":"1486","height":"872"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362824298778928","isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":371023584927848,"gmtCreate":1731595890956,"gmtModify":1731595892849,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"人云亦云","listText":"人云亦云","text":"人云亦云","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371023584927848","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369842422612464,"gmtCreate":1731335502904,"gmtModify":1731335504813,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"哥们你不看新闻吗","listText":"哥们你不看新闻吗","text":"哥们你不看新闻吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369842422612464","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363676490473696,"gmtCreate":1729813482951,"gmtModify":1729815202811,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 政治迫害","listText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 政治迫害","text":"$麦当劳(MCD)$ 政治迫害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363676490473696","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363495350493312,"gmtCreate":1729769322796,"gmtModify":1729769324289,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 卫星炸了嘻嘻","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 卫星炸了嘻嘻","text":"$波音(BA)$ 卫星炸了嘻嘻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363495350493312","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362806714146856,"gmtCreate":1729598269339,"gmtModify":1729602180634,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581594109083356","authorIdStr":"3581594109083356"},"themes":[],"htmlText":"看看讨论区置顶的三条，老虎怕不是也被夺舍了","listText":"看看讨论区置顶的三条，老虎怕不是也被夺舍了","text":"看看讨论区置顶的三条，老虎怕不是也被夺舍了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362806714146856","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}