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準備好
12-17
[得意]
@财经壹些事:智驭未来:多点数智×胖东来,AI重塑零售新生态
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07-05
$嘀嗒出行(02559)$
该反弹了
準備好
2023-12-22
现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易
$心动公司(02400)$
$三七互娱(002555)$
$中手游(00302)$
準備好
2023-02-27
与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。
$有道(DAO)$
準備好
2022-06-09
$万物新生(RERE)$
$京东(JD)$
和京东合作,有保障,好发展
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2022-04-14
$简普科技(JT)$
这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊
準備好
2022-03-30
$海银控股(HYW)$
从整体趋势看海银,不难发现海银仍没有触及其价格压力线。
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2022-03-11
$海银控股(HYW)$
下周大伙对中概股的什么看法?
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2022-03-04
[开心]
@三合智能:从地方政府城投债到政信债
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2022-02-22
$洋葱集团(OG)$
$云集(YJ)$
$万里马(300591)$
近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。
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2022-01-27
$洋葱集团(OG)$
看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了
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2021-12-20
$中手游(00302)$
很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。
準備好
2021-12-17
$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?
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2021-10-22
陌生人和熟人社交都要做,映客是“微信+陌陌”的合体?
$映客(03700)$
提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。
陌生人和熟人社交都要做,映客是“微信+陌陌”的合体?
準備好
2021-10-19
$中手游(00302)$
斗罗大陆在泰国免费榜第一,畅销榜第3,海外业绩今年能上100倍不?
去老虎APP查看更多动态
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数字化转型成为零售企业提升竞争力、实现可持续发展的关键路径。而多点数智正致力于通过数字化技术为零售企业提供全方位的解决方案,推动零售行业的数智化变革。值得关注的是,随着多点数智在数智化领域的不断创新突破,越来越多的零售企业也逐步加入其生态之中。据记者了解,多点与胖东来的合作始于2022年,多点为胖东来提供集团大会员和超市线上商城的产品和技术服务,今年4月,在此基础之上,多点为胖东来提供端到端数智化系统和智能物联服务,与胖东来携手共创真正适合零售行业的科学先进的数智化系统,传承胖东来的文化理念,沉淀胖东来对商品品质、服务品质的科学管理方法。该系统也可以提供给希望学习胖东来的零售企业使用,帮助同行进行调改优化,共同迈向品质零售时代。 多点数智与胖东来的合作对行业和企业具有显著的推动作用。从行业角度看,这一合作树立了品质零售与数智化结合的典范,为其他零售企业提供了可借鉴的路径。 为及时应对零售行业的需求变化,助力零售企业在数智化时代取得更好的发展,多点发布了2025年新品规划,包括品控管理系统、生鲜采购系统、多语言支持,以及围绕AI展开的一系列创新,如选品等。 值得关注的是,随着以大模型为底座的人工智能技术的高速发展,AI正逐步赋能千行百业,在零售行业也在加速渗透,多点数智也取得了显著进展。当下,AI技术蓬勃发展,AI也会加速多点数智 系统的迭代速度。过去一年,多点已经研发了多款AI产品,如出清、巡检等,并且积极实践、快速落地,这都在为AI时代的全面到来做准备。 郝春强指出,数智化并非简单地替换旧系统,而是要在舍弃、改变与提升中寻求突破。他以多点数智与胖东来的合作为例,诠释了这一理念。10月28日,DMALL OS系统在胖东来成功上线,次日","text":"近日,有着“内地零售数字化第一股”之称的多点数智(02586.HK)成功登陆港交所引发关注。自12月6日上市以来,多点数智股价波动较为明显。 数字化转型成为零售企业提升竞争力、实现可持续发展的关键路径。而多点数智正致力于通过数字化技术为零售企业提供全方位的解决方案,推动零售行业的数智化变革。值得关注的是,随着多点数智在数智化领域的不断创新突破,越来越多的零售企业也逐步加入其生态之中。据记者了解,多点与胖东来的合作始于2022年,多点为胖东来提供集团大会员和超市线上商城的产品和技术服务,今年4月,在此基础之上,多点为胖东来提供端到端数智化系统和智能物联服务,与胖东来携手共创真正适合零售行业的科学先进的数智化系统,传承胖东来的文化理念,沉淀胖东来对商品品质、服务品质的科学管理方法。该系统也可以提供给希望学习胖东来的零售企业使用,帮助同行进行调改优化,共同迈向品质零售时代。 多点数智与胖东来的合作对行业和企业具有显著的推动作用。从行业角度看,这一合作树立了品质零售与数智化结合的典范,为其他零售企业提供了可借鉴的路径。 为及时应对零售行业的需求变化,助力零售企业在数智化时代取得更好的发展,多点发布了2025年新品规划,包括品控管理系统、生鲜采购系统、多语言支持,以及围绕AI展开的一系列创新,如选品等。 值得关注的是,随着以大模型为底座的人工智能技术的高速发展,AI正逐步赋能千行百业,在零售行业也在加速渗透,多点数智也取得了显著进展。当下,AI技术蓬勃发展,AI也会加速多点数智 系统的迭代速度。过去一年,多点已经研发了多款AI产品,如出清、巡检等,并且积极实践、快速落地,这都在为AI时代的全面到来做准备。 郝春强指出,数智化并非简单地替换旧系统,而是要在舍弃、改变与提升中寻求突破。他以多点数智与胖东来的合作为例,诠释了这一理念。10月28日,DMALL OS系统在胖东来成功上线,次日","images":[{"img":"https://static.tigerbbs.com/bf6629613e086892f6be1bd93d84451a","width":"2976","height":"1984"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382615177376000","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324259552550952,"gmtCreate":1720170773032,"gmtModify":1720170774314,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 该反弹了","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 该反弹了","text":"$嘀嗒出行(02559)$ 该反弹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324259552550952","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254855958028424,"gmtCreate":1703231668156,"gmtModify":1703231669570,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易 <a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/002555\">$三七互娱(002555)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>","listText":"现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易 <a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/002555\">$三七互娱(002555)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>","text":"现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易 $心动公司(02400)$ $三七互娱(002555)$ $中手游(00302)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/254855958028424","isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529203049958723","authorId":"3529203049958723","name":"巴菲特第三","avatar":"https://static.tigerbbs.com/027d69f95a8bc9872e2f5dc6deaddd2b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3529203049958723","authorIdStr":"3529203049958723"},"content":"基本没可能不落实的,你看教培跌成什么样了,该执行也执行了;这个政策确实不应该现在这个时机","text":"基本没可能不落实的,你看教培跌成什么样了,该执行也执行了;这个政策确实不应该现在这个时机","html":"基本没可能不落实的,你看教培跌成什么样了,该执行也执行了;这个政策确实不应该现在这个时机"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624299518,"gmtCreate":1677481380334,"gmtModify":1677481381544,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>","listText":"与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ 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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>和京东合作,有保障,好发展","text":"$万物新生(RERE)$$京东(JD)$和京东合作,有保障,好发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680940218","isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613509100,"gmtCreate":1649927133801,"gmtModify":1649927133801,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","text":"$简普科技(JT)$这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613509100","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610654464,"gmtCreate":1648615709887,"gmtModify":1648615709887,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","text":"$海银控股(HYW)$从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610654464","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635699616,"gmtCreate":1646965981929,"gmtModify":1646965981929,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","listText":"<a target=\"_blank\" 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图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","listText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","text":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","images":[{"img":"https://static.tigerbbs.com/7091d4f3597cad303025644cf9658715","width":"632","height":"212"},{"img":"https://static.tigerbbs.com/b810866035adb4fb5dffc5ef56655871","width":"632","height":"88"},{"img":"https://static.tigerbbs.com/f1cc52591d4189b4472be59af4855edd","width":"632","height":"253"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636553626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638442317,"gmtCreate":1645509961051,"gmtModify":1645510471454,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/300591\">$万里马(300591)$</a>近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/300591\">$万里马(300591)$</a>近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","text":"$洋葱集团(OG)$$云集(YJ)$$万里马(300591)$近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638442317","isVote":1,"tweetType":1,"viewCount":2068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639815597,"gmtCreate":1643246812825,"gmtModify":1643246812825,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","text":"$洋葱集团(OG)$看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639815597","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693188837,"gmtCreate":1639985693516,"gmtModify":1639985693516,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","text":"$中手游(00302)$ 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693188837","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699903500,"gmtCreate":1639731204151,"gmtModify":1639731204151,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 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href=\"https://laohu8.com/S/03700\">$映客(03700)$</a>提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","text":"$映客(03700)$提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851821843","isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850717845,"gmtCreate":1634627179726,"gmtModify":1634628496119,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>","listText":"与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ 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网易 <a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/002555\">$三七互娱(002555)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>","listText":"现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易 <a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/002555\">$三七互娱(002555)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>","text":"现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易 $心动公司(02400)$ $三七互娱(002555)$ 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斗罗大陆在泰国免费榜第一,畅销榜第3,海外业绩今年能上100倍不?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850717845","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"idStr":"4097730375215110","authorIdStr":"4097730375215110"},"content":"营收要占30%才能成规模,而且现在需要稳,关键看明年","text":"营收要占30%才能成规模,而且现在需要稳,关键看明年","html":"营收要占30%才能成规模,而且现在需要稳,关键看明年"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638442317,"gmtCreate":1645509961051,"gmtModify":1645510471454,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/300591\">$万里马(300591)$</a>近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a><a target=\"_blank\" 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href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","text":"$洋葱集团(OG)$看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639815597","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851821843,"gmtCreate":1634893625768,"gmtModify":1634894031567,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"title":"陌生人和熟人社交都要做,映客是“微信+陌陌”的合体?","htmlText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/03700\">$映客(03700)$</a>提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","text":"$映客(03700)$提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851821843","isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382532241977624,"gmtCreate":1734422727138,"gmtModify":1734422728617,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"[得意]","listText":"[得意]","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382532241977624","repostId":"382615177376000","repostType":1,"repost":{"id":382615177376000,"gmtCreate":1734421876676,"gmtModify":1734422531706,"author":{"id":"3579235350711747","authorId":"3579235350711747","name":"财经壹些事","avatar":"https://static.tigerbbs.com/c1fe0218783737b72c056ec92edbe76a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579235350711747","authorIdStr":"3579235350711747"},"themes":[],"title":"智驭未来:多点数智×胖东来,AI重塑零售新生态","htmlText":"近日,有着“内地零售数字化第一股”之称的多点数智(02586.HK)成功登陆港交所引发关注。自12月6日上市以来,多点数智股价波动较为明显。 数字化转型成为零售企业提升竞争力、实现可持续发展的关键路径。而多点数智正致力于通过数字化技术为零售企业提供全方位的解决方案,推动零售行业的数智化变革。值得关注的是,随着多点数智在数智化领域的不断创新突破,越来越多的零售企业也逐步加入其生态之中。据记者了解,多点与胖东来的合作始于2022年,多点为胖东来提供集团大会员和超市线上商城的产品和技术服务,今年4月,在此基础之上,多点为胖东来提供端到端数智化系统和智能物联服务,与胖东来携手共创真正适合零售行业的科学先进的数智化系统,传承胖东来的文化理念,沉淀胖东来对商品品质、服务品质的科学管理方法。该系统也可以提供给希望学习胖东来的零售企业使用,帮助同行进行调改优化,共同迈向品质零售时代。 多点数智与胖东来的合作对行业和企业具有显著的推动作用。从行业角度看,这一合作树立了品质零售与数智化结合的典范,为其他零售企业提供了可借鉴的路径。 为及时应对零售行业的需求变化,助力零售企业在数智化时代取得更好的发展,多点发布了2025年新品规划,包括品控管理系统、生鲜采购系统、多语言支持,以及围绕AI展开的一系列创新,如选品等。 值得关注的是,随着以大模型为底座的人工智能技术的高速发展,AI正逐步赋能千行百业,在零售行业也在加速渗透,多点数智也取得了显著进展。当下,AI技术蓬勃发展,AI也会加速多点数智 系统的迭代速度。过去一年,多点已经研发了多款AI产品,如出清、巡检等,并且积极实践、快速落地,这都在为AI时代的全面到来做准备。 郝春强指出,数智化并非简单地替换旧系统,而是要在舍弃、改变与提升中寻求突破。他以多点数智与胖东来的合作为例,诠释了这一理念。10月28日,DMALL OS系统在胖东来成功上线,次日","listText":"近日,有着“内地零售数字化第一股”之称的多点数智(02586.HK)成功登陆港交所引发关注。自12月6日上市以来,多点数智股价波动较为明显。 数字化转型成为零售企业提升竞争力、实现可持续发展的关键路径。而多点数智正致力于通过数字化技术为零售企业提供全方位的解决方案,推动零售行业的数智化变革。值得关注的是,随着多点数智在数智化领域的不断创新突破,越来越多的零售企业也逐步加入其生态之中。据记者了解,多点与胖东来的合作始于2022年,多点为胖东来提供集团大会员和超市线上商城的产品和技术服务,今年4月,在此基础之上,多点为胖东来提供端到端数智化系统和智能物联服务,与胖东来携手共创真正适合零售行业的科学先进的数智化系统,传承胖东来的文化理念,沉淀胖东来对商品品质、服务品质的科学管理方法。该系统也可以提供给希望学习胖东来的零售企业使用,帮助同行进行调改优化,共同迈向品质零售时代。 多点数智与胖东来的合作对行业和企业具有显著的推动作用。从行业角度看,这一合作树立了品质零售与数智化结合的典范,为其他零售企业提供了可借鉴的路径。 为及时应对零售行业的需求变化,助力零售企业在数智化时代取得更好的发展,多点发布了2025年新品规划,包括品控管理系统、生鲜采购系统、多语言支持,以及围绕AI展开的一系列创新,如选品等。 值得关注的是,随着以大模型为底座的人工智能技术的高速发展,AI正逐步赋能千行百业,在零售行业也在加速渗透,多点数智也取得了显著进展。当下,AI技术蓬勃发展,AI也会加速多点数智 系统的迭代速度。过去一年,多点已经研发了多款AI产品,如出清、巡检等,并且积极实践、快速落地,这都在为AI时代的全面到来做准备。 郝春强指出,数智化并非简单地替换旧系统,而是要在舍弃、改变与提升中寻求突破。他以多点数智与胖东来的合作为例,诠释了这一理念。10月28日,DMALL OS系统在胖东来成功上线,次日","text":"近日,有着“内地零售数字化第一股”之称的多点数智(02586.HK)成功登陆港交所引发关注。自12月6日上市以来,多点数智股价波动较为明显。 数字化转型成为零售企业提升竞争力、实现可持续发展的关键路径。而多点数智正致力于通过数字化技术为零售企业提供全方位的解决方案,推动零售行业的数智化变革。值得关注的是,随着多点数智在数智化领域的不断创新突破,越来越多的零售企业也逐步加入其生态之中。据记者了解,多点与胖东来的合作始于2022年,多点为胖东来提供集团大会员和超市线上商城的产品和技术服务,今年4月,在此基础之上,多点为胖东来提供端到端数智化系统和智能物联服务,与胖东来携手共创真正适合零售行业的科学先进的数智化系统,传承胖东来的文化理念,沉淀胖东来对商品品质、服务品质的科学管理方法。该系统也可以提供给希望学习胖东来的零售企业使用,帮助同行进行调改优化,共同迈向品质零售时代。 多点数智与胖东来的合作对行业和企业具有显著的推动作用。从行业角度看,这一合作树立了品质零售与数智化结合的典范,为其他零售企业提供了可借鉴的路径。 为及时应对零售行业的需求变化,助力零售企业在数智化时代取得更好的发展,多点发布了2025年新品规划,包括品控管理系统、生鲜采购系统、多语言支持,以及围绕AI展开的一系列创新,如选品等。 值得关注的是,随着以大模型为底座的人工智能技术的高速发展,AI正逐步赋能千行百业,在零售行业也在加速渗透,多点数智也取得了显著进展。当下,AI技术蓬勃发展,AI也会加速多点数智 系统的迭代速度。过去一年,多点已经研发了多款AI产品,如出清、巡检等,并且积极实践、快速落地,这都在为AI时代的全面到来做准备。 郝春强指出,数智化并非简单地替换旧系统,而是要在舍弃、改变与提升中寻求突破。他以多点数智与胖东来的合作为例,诠释了这一理念。10月28日,DMALL 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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>和京东合作,有保障,好发展","text":"$万物新生(RERE)$$京东(JD)$和京东合作,有保障,好发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680940218","isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613509100,"gmtCreate":1649927133801,"gmtModify":1649927133801,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","text":"$简普科技(JT)$这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613509100","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610654464,"gmtCreate":1648615709887,"gmtModify":1648615709887,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","text":"$海银控股(HYW)$从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610654464","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635699616,"gmtCreate":1646965981929,"gmtModify":1646965981929,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","listText":"<a target=\"_blank\" 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图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","listText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","text":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","images":[{"img":"https://static.tigerbbs.com/7091d4f3597cad303025644cf9658715","width":"632","height":"212"},{"img":"https://static.tigerbbs.com/b810866035adb4fb5dffc5ef56655871","width":"632","height":"88"},{"img":"https://static.tigerbbs.com/f1cc52591d4189b4472be59af4855edd","width":"632","height":"253"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636553626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699903500,"gmtCreate":1639731204151,"gmtModify":1639731204151,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097730163215020","authorIdStr":"4097730163215020"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","text":"$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699903500","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}