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爱炒股爱生活
2023-10-13
$Meta Platforms(META)$
$欢聚集团(YY)$
$雅乐科技(YALA)$
泛娱乐直播社交赛道的竞争异常激烈,除了Meta、字节等国际巨头外,还有雅乐科技、欢聚、昆仑万维等佼佼者,它们都有主攻中东等重点市场的类似产品。
爱炒股爱生活
2023-10-13
$卫龙(09985)$
光涨价有用吗?
爱炒股爱生活
2023-09-20
$雅乐科技(YALA)$
沙特正依靠投资加速本国科技和创新产业发展,打造中东新“硅谷”。
爱炒股爱生活
2023-09-13
$卫龙(09985)$
整个行业都下行,必须要找新出路
爱炒股爱生活
2023-09-13
$雅乐科技(YALA)$
据广大大数据,中东手游收入有望占全球四分之一,20%年增长背后是千万氪金玩家。
爱炒股爱生活
2023-09-07
$比亚迪股份(01211)$
慕尼黑车展热度好高
爱炒股爱生活
2023-09-07
$卫龙(09985)$
二季度的营收增长主要靠涨价和原材料成本降低。
爱炒股爱生活
2023-09-07
$雅乐科技(YALA)$
在沙特,政府在全国设立了诸多电子竞技场馆,利雅得北郊的SARENA竞技场占地2000平方米,设有贵宾室、餐饮柜台、锦标赛集结区和儿童区,女性可以选择使用主游戏区或专用房间。
爱炒股爱生活
2023-09-05
$卫龙(09985)$
稳稳的龙头
爱炒股爱生活
2023-09-05
$比亚迪股份(01211)$
爱炒股爱生活
2023-09-05
$雅乐科技(YALA)$
精细的用户研究和本土化运营是打入中东市场的必要策略。
爱炒股爱生活
2023-08-31
$比亚迪股份(01211)$
就中国市场而言,前期专注于国内市场的比亚迪全球市场不及特斯拉,但在国内基本是碾压的趋势。
爱炒股爱生活
2023-08-31
$卫龙(09985)$
终于发财报了
爱炒股爱生活
2023-08-31
$雅乐科技(YALA)$
中东手游整体被SLG类游戏占据超过50%的份额,畅销榜单前200名中SLG游戏占比30%以上。
爱炒股爱生活
2023-08-28
$隆基绿能(601012)$
硅片价格上涨跟硅料成本上升有关
【风口解读】扛不住了?硅料“涨”声不断,隆基绿能上调硅片价格
爱炒股爱生活
2023-08-28
$雅乐科技(YALA)$
早前DMCC在《2023年贸易未来》报告中就曾指出,MENA-3游戏市场预计到2026年将增长56%,预计到2027年收入更是直接翻一番,达到60亿美元。
爱炒股爱生活
2023-08-23
$雅乐科技(YALA)$
YallaChat 内置的不少小程序已经进入到成熟期,拥有比较稳定的用户。
爱炒股爱生活
2023-08-16
$天虹股份(002419)$
啥时候发财报?
爱炒股爱生活
2023-08-16
$卫龙(09985)$
龙头还是稳的
【券商聚焦】兴业证券维持卫龙(09985)“增持”评级 料其上半年主要产品均价同比显著提升
爱炒股爱生活
2023-07-27
$雅乐科技(YALA)$
Niko Parters的报告显示, MENA地区的三大重点市场——沙特阿拉伯、阿联酋和埃及,这几个地区的玩家总量预计将增长至8580万,整体年收入达到31亿美元。
去老虎APP查看更多动态
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精细的用户研究和本土化运营是打入中东市场的必要策略。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216588975837368","isVote":1,"tweetType":1,"viewCount":1373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214816301093064,"gmtCreate":1693477425529,"gmtModify":1693477426392,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636937679925","authorIdStr":"3581636937679925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a><v-v data-views=\"1\"></v-v>就中国市场而言,前期专注于国内市场的比亚迪全球市场不及特斯拉,但在国内基本是碾压的趋势。","listText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a><v-v data-views=\"1\"></v-v>就中国市场而言,前期专注于国内市场的比亚迪全球市场不及特斯拉,但在国内基本是碾压的趋势。","text":"$比亚迪股份(01211)$ 就中国市场而言,前期专注于国内市场的比亚迪全球市场不及特斯拉,但在国内基本是碾压的趋势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214816301093064","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214815582208144,"gmtCreate":1693477205227,"gmtModify":1693477206116,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636937679925","authorIdStr":"3581636937679925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09985\">$卫龙(09985)$ </a>终于发财报了","listText":"<a href=\"https://laohu8.com/S/09985\">$卫龙(09985)$ </a>终于发财报了","text":"$卫龙(09985)$ 终于发财报了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214815582208144","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214814795063472,"gmtCreate":1693477107640,"gmtModify":1693477108958,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636937679925","authorIdStr":"3581636937679925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>中东手游整体被SLG类游戏占据超过50%的份额,畅销榜单前200名中SLG游戏占比30%以上。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>中东手游整体被SLG类游戏占据超过50%的份额,畅销榜单前200名中SLG游戏占比30%以上。","text":"$雅乐科技(YALA)$ 中东手游整体被SLG类游戏占据超过50%的份额,畅销榜单前200名中SLG游戏占比30%以上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214814795063472","isVote":1,"tweetType":1,"viewCount":3569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213806634488072,"gmtCreate":1693217045985,"gmtModify":1693217047259,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636937679925","authorIdStr":"3581636937679925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601012\">$隆基绿能(601012)$ </a>硅片价格上涨跟硅料成本上升有关","listText":"<a href=\"https://laohu8.com/S/601012\">$隆基绿能(601012)$ </a>硅片价格上涨跟硅料成本上升有关","text":"$隆基绿能(601012)$ 硅片价格上涨跟硅料成本上升有关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213806634488072","repostId":"2362975714","repostType":2,"repost":{"id":"2362975714","kind":"news","pubTimestamp":1692970184,"share":"https://www.laohu8.com/m/news/2362975714?lang=&edition=full","pubTime":"2023-08-25 21:29","market":"sh","language":"zh","title":"【风口解读】扛不住了?硅料“涨”声不断,隆基绿能上调硅片价格","url":"https://stock-news.laohu8.com/highlight/detail?id=2362975714","media":"泡财经","summary":"泡财经获悉,8月25日晚间,隆基绿能官网显示,8月单晶硅片价格公示,“单晶硅片P型M10 150μm厚度”价格由2.93元人民币上调至3.38元,涨幅15.4%。也就是说,五月末以来,隆基绿能硅片终于涨价了。硅片价格上涨跟硅料成本上升有关。今年下半年以来,多晶硅价格已经连续6周上涨。从光伏硅片全行业看,8月24日,据中国有色金属工业协会硅业分会消息,本周硅片价格延续上涨趋势。需求方面,电池企业维持满负荷生产,组件或在酝酿涨价。","content":"<html><body><article><p>泡财经获悉,8月25日晚间,<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>(601012.SH)官网显示,8月单晶硅片价格公示,“单晶硅片P型M10 150μm厚度(182/247mm)”价格由2.93元人民币上调至3.38元,涨幅15.4%。</p><p>此前5月29日、6月30日、7月25日,隆基单晶硅片P型M10 150μm厚度(182/247mm)价格分别为4.36元人民币、2.93元人民币、2.93元人民币。也就是说,五月末以来,隆基绿能硅片终于涨价了。</p><p>隆基绿能为光伏一体化龙头。</p><p>硅料和硅片属于光伏产业链上游,硅片由硅料加工而成;电池和组件属于光伏产业链的中下游,电池片由硅片制成,组件由电池片串并联连接而成。</p><p>光伏行业所谓一体化,即对全产业链进行布局。</p><p>另一家光伏硅片巨头<a href=\"https://laohu8.com/S/002129\">TCL中环</a>8月21日最新报价显示,各品类硅片价格上调3%以上,自7月29日第一次涨价以来,TCL中环的硅片价格已经持续来到了第三轮上涨。</p><p>硅片价格上涨跟硅料成本上升有关。</p><p>8月23日,硅业分会公布了<a href=\"https://laohu8.com/S/000591\">太阳能</a>级多晶硅最新价格,其中,N型料成交价8.40万-9.30万元/吨,平均为8.91万元/吨,均价周环比上涨5.32%。单晶复投料成交价7.20万-8.00万元/吨,平均为7.72万元/吨,均价周环比上涨3.21%。单晶致密料成交价7.00万-7.80万元/吨,平均为7.51万元/吨,均价周环比上涨3.30%。单晶菜花料成交价6.70万-7.50万元/吨,平均为7.21万元/吨,均价周环比上涨4.19%。今年下半年以来,多晶硅价格已经连续6周上涨。</p><p>从光伏硅片全行业看,8月24日,据<a href=\"https://laohu8.com/S/08306\">中国有色金属</a>工业协会硅业分会消息,本周硅片价格延续上涨趋势。M10单晶硅片(182mm/150μm)成交均价提升至3.36元/片,周环比涨幅为6.67%;本周硅片价格上涨的主要原因是一线企业上调报价,其他企业跟随调价,截至本周大部分电池企业接受当前价格。供应方面,P型M10单晶硅片结构性供应紧张,其他尺寸硅片紧平衡。需求方面,电池企业维持满负荷生产,组件或在酝酿涨价。</p><p>本文首发于泡财经风口解读专题,如有转载,请注明出处。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2023-08-25 21:29 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b><strong>泡财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>泡财经获悉,8月25日晚间,隆基绿能(601012.SH)官网显示,8月单晶硅片价格公示,“单晶硅片P型M10 150μm厚度(182/247mm)”价格由2.93元人民币上调至3.38元,涨幅15.4%。此前5月29日、6月30日、7月25日,隆基单晶硅片P型M10 150μm厚度(182/247mm)价格分别为4.36元人民币、2.93元人民币、2.93元人民币。也就是说,五月末以来,隆基绿能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601012":"隆基绿能","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","LU0228659784.USD":"施罗德金砖四国基金","BK0028":"国家队","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) 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内置的不少小程序已经进入到成熟期,拥有比较稳定的用户。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211981024751880","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209578795290656,"gmtCreate":1692172457669,"gmtModify":1692172458691,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636937679925","authorIdStr":"3581636937679925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002419\">$天虹股份(002419)$ </a>啥时候发财报?","listText":"<a href=\"https://laohu8.com/S/002419\">$天虹股份(002419)$ </a>啥时候发财报?","text":"$天虹股份(002419)$ 啥时候发财报?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209578795290656","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209578315673744,"gmtCreate":1692172183231,"gmtModify":1692172184122,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581636937679925","authorIdStr":"3581636937679925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09985\">$卫龙(09985)$ </a>龙头还是稳的","listText":"<a href=\"https://laohu8.com/S/09985\">$卫龙(09985)$ </a>龙头还是稳的","text":"$卫龙(09985)$ 龙头还是稳的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209578315673744","repostId":"2357218510","repostType":2,"repost":{"id":"2357218510","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1691476874,"share":"https://www.laohu8.com/m/news/2357218510?lang=&edition=full","pubTime":"2023-08-08 14:41","market":"us","language":"zh","title":"【券商聚焦】兴业证券维持卫龙(09985)“增持”评级 料其上半年主要产品均价同比显著提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2357218510","media":"凤凰网港股","summary":"兴业证券发研报指,卫龙在辣味零食赛道头部地位稳固,产品矩阵持续丰富。公司对大单品持续进行口感、包装等方面的迭代,维持其产品活力及领先地位;同时不断丰富产品矩阵,积极推出新品类新产品,多方位多层次满足消费者需求。2023H1主要产品平均价格较2022H1有显著提升,预计将对公司盈利水平提升起到明显拉动作用。归母净利润分别为10.02/11.59/13.63亿元,同比分别+562.1%/+15.7%/17.6%,维持“增持”评级,目标价对应2023年19倍P/E。","content":"<html><body><p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>发研报指,<a href=\"https://laohu8.com/S/09985\">卫龙</a>(09985)在辣味零食赛道头部地位稳固,产品矩阵持续丰富。公司对大单品持续进行口感、包装等方面的迭代,维持其产品活力及领先地位;同时不断丰富产品矩阵,积极推出新品类新产品,多方位多层次满足消费者需求。公司穿越多次行业变革,逐步成长为头部地位稳固的辣味休闲食品企业。该行指,由于该公司在辣味零食赛道头部地位稳固,而且目前其市场格局较为分散,头部企业因此有望凭借规范经营在行业整合过程中逐渐取代小型经营者,提升市占率。2023H1主要产品平均价格较2022H1有显著提升,预计将对公司盈利水平提升起到明显拉动作用。该行预计2023-2025年公司营收分别为50.78/56.28/61.45亿元,同比分别+9.6%/+10.8%/+9.2%。归母净利润分别为10.02/11.59/13.63亿元,同比分别+562.1%/+15.7%/17.6%,维持“增持”评级,目标价对应2023年19倍P/E。</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>【券商聚焦】兴业证券维持卫龙(09985)“增持”评级 料其上半年主要产品均价同比显著提升</title>\n<style 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href=\"https://laohu8.com/S/601377\">兴业证券</a>发研报指,<a 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