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laoyu88
08-30
$Palantir Technologies Inc.(PLTR)$
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laoyu88
2023-11-15
说说你对这篇新闻的看法...
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laoyu88
2023-03-22
$Color Star Technology Co. Ltd(ADD)$
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16:00","market":"us","language":"zh","title":"终于,英伟达崩了!","url":"https://stock-news.laohu8.com/highlight/detail?id=2418122040","media":"华尔街见闻","summary":"面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪,英伟达的光芒正在消失?","content":"<html><head></head><body><blockquote><p>面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪,英伟达的光芒正在消失?</p></blockquote><p>在连涨六个交易日、累计涨幅超过19%之后,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价终于崩了,出现9个月以来的最大单日跌幅。</p><p><strong>隔夜美股,英伟达收跌5.6%,创下了2023年5月31日以来的最大跌幅,单日市值缩水约1300亿美元,堪称美股历史上最大的单日市值蒸发纪录之一。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b220f60589d8de8003bea6a16b16fb\" tg-width=\"1021\" tg-height=\"691\"/></p><p>目前英伟达市值约为2.2万亿美元,为<a href=\"https://laohu8.com/S/161125\">标普500</a>指数成分股中第三大公司,仅次于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。</p><p>更值得注意的是,英伟达主导的芯片板块隔夜几乎全线溃败。</p><p><a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>收跌逾11%,<a href=\"https://laohu8.com/S/NVTS\">纳微半导体</a>跌近10%,<a href=\"https://laohu8.com/S/AVGO\">博通</a>跌7%,ARM跌6.6%,<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>ADR跌逾5%,安森美、<a href=\"https://laohu8.com/S/MCHP\">微芯科技</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、高通、台积电、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>纷纷走跌。半导体板块指数ETF和费城半导体指数均跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dccc5fa39a054624a2108a0b6115b1a\" tg-width=\"880\" tg-height=\"942\"/></p><p>英伟达突如其来的下跌,其实并不令人意外。 </p><h2 id=\"id_947620544\">获利了结的时刻来临?</h2><p>盘中早些时候,英伟达股价上涨5.1%,将一项动量指标推至2021年11月以来的最高水平,表明该股回调的时机已经成熟。周五,相对强度指数攀升至85以上,为2021年11月以来的最高水平,随后回落至70左右。</p><p>瑞穗证券分析师Jordan Klein最新的一份报告中表示,看到英伟达股价几乎每天都在创造新纪录,<strong>"感觉有点不健康",让人想起1999年和2000年疯狂的科技市场心态。</strong></p><p>英伟达正在为3月18-21日举行的年度GTC大会做准备,届时市场可能迎来"井喷"。Klein担心,<strong>一些投资者可能会在GTC大会后获利了结,导致英伟达股价出现回调。</strong></p><p>Klein表示,投资者似乎陷入了"纯粹的追逐模式",这种市场行为导致半导体股价格不断走高,形成了一种"自我强化"的趋势。投资者应该记住,英伟达等AI芯片股“不可能每天都上涨”,就像最近看起来不自然的行情那样。</p><h2 id=\"id_952090284\">“木头姐”警告:英伟达或是下一个<a href=\"https://laohu8.com/S/CSCO\">思科</a></h2><p>在当地时间周四致股东的一封信中,方舟投资首席执行官兼首席投资官Cathie Wood对英伟达敲响了警钟,警告其惊人的增长可能会放缓。</p><p>她指出,与互联网时代的思科不同,英伟达当前正面临日益激烈的竞争压力。</p><blockquote><p>从长远来看,与思科的历史轨迹相异,英伟达的竞争环境可能会更加严峻。这不仅仅是因为(AMD)正在逐步取得市场成功,更关键的是,英伟达的主要客户,包括云服务提供商和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等公司正在积极设计自主的人工智能芯片。</p></blockquote><p>Wood回忆道,截至1994年3月的三年半里,思科股价飙升了31倍,但由于对经济衰退的担忧以及竞争对手产品的推出导致客户削减订单,思科股价在接下来的4个月内下跌了 51%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b786b49c51152e1e2a3021a434a71ec5\" tg-width=\"831\" tg-height=\"572\"/></p><p>到2000年3月互联网泡沫顶峰时,思科股价反弹了71倍,但泡沫破裂后的几年内暴跌约90%,此后一直未能回到互联网泡沫巅峰时期。</p><blockquote><p><strong>今天,英伟达就是那家公司。</strong></p></blockquote><p>Wood强调,自2015年2月以来的9年里,英伟达股价上涨了117倍。2018年10月,加密寒冬打击芯片市场,英伟达股价在3个月内下跌了56% 。</p><p>正如当年思科交换机和路由器引发互联网革命一样,英伟达是推动人工智能革命发展的关键公司,所以它的股价也会经历较大的起伏和波动,就像思科在股市上经历的那样。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>也做了类似警告:</p><blockquote><p>需谨慎的是,将英伟达从2020年至今的股价走势与思科1996-2002年的走势进行对比,并放大到2000年的表现时,两者有着惊人的相似之处。当年,思科被视为网络时代的宠儿,互联网被寄予厚望。那时普遍认为,整个互联网将依赖于思科的路由器运行,这些路由器有着50%的高毛利率。但最终并非如此。</p></blockquote><p>Wood还预计,<strong>英伟达本季度增长将放缓</strong>,<strong>芯片交货时间已从长达11个月缩短至3个月,表明供应正在赶上需求。另外,随着更多公司(比如特斯拉)开始设计自己的AI芯片,客户开始缩减开支,英伟达可能会面临更多挑战。</strong></p><p>近几个月来,Wood对英伟达越来越警惕。她早在二月份就透露,正在削减方舟基金的股票敞口,因为“预期可能超出了预期”。</p><h2 id=\"id_3956433365\">市场“恐高”情绪渐浓</h2><p>事实上,英伟达股价今年已飙升近90%,市值突破2万亿美元,比<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet还要高,且仅落后苹果13%,而在十年前,英伟达市值仅为苹果的1/47。</p><p>另外,在科技“七姐妹”的支撑下,过去一年纳指涨幅超过了40%,标普500指数涨幅也超过了30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0793b7e0472c0d7b576d9e36f107a0d\" tg-width=\"830\" tg-height=\"533\"/></p><p>随着股市不断刷新纪录,投资者出现"恐高"情绪,越来越多的声音试图给过热的市场降温。</p><p>稍早前,BTIG 首席市场技术员Jonathan Krinsky警告:</p><blockquote><p><strong>某种形式的洗牌可能即将到来。</strong></p></blockquote><p>花旗报告也指出,投资市场呈现出过度乐观和“一边倒”的趋势,股市面临的回调风险加剧。</p><p>与此同时,市场已经提前消化了美联储降息的预期,而最近的通胀数据过于火热,周五非农数据表现好坏参半,一旦美联储有任何意外之举,都可能会使科技股“血流成河”。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>终于,英伟达崩了!</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n终于,英伟达崩了!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-09 16:00 北京时间 <a href=https://wallstreetcn.com/articles/3710030><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪,英伟达的光芒正在消失?在连涨六个交易日、累计涨幅超过19%之后,英伟达股价终于崩了,出现9个月以来的最大单日跌幅。隔夜美股,英伟达收跌5.6%,创下了2023年5月31日以来的最大跌幅,单日市值缩水约1300亿美元,堪称美股历史上最大的单日市值蒸发纪录之一。目前英伟达市值约为2.2万亿美元,为标普500指数成分股中第三大公司,仅次于微软和苹果。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710030\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0023150a49ae2ff3a7238d5f5dad423b","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4551":"寇图资本持仓","BK4581":"高盛持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4543":"AI","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0444971666.USD":"天利全球科技基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3710030","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418122040","content_text":"面临增长放缓担忧、竞争加剧以及市场渐浓的“恐高”情绪,英伟达的光芒正在消失?在连涨六个交易日、累计涨幅超过19%之后,英伟达股价终于崩了,出现9个月以来的最大单日跌幅。隔夜美股,英伟达收跌5.6%,创下了2023年5月31日以来的最大跌幅,单日市值缩水约1300亿美元,堪称美股历史上最大的单日市值蒸发纪录之一。目前英伟达市值约为2.2万亿美元,为标普500指数成分股中第三大公司,仅次于微软和苹果。更值得注意的是,英伟达主导的芯片板块隔夜几乎全线溃败。迈威尔科技收跌逾11%,纳微半导体跌近10%,博通跌7%,ARM跌6.6%,阿斯麦ADR跌逾5%,安森美、微芯科技、英特尔、高通、台积电、超微电脑、美光科技纷纷走跌。半导体板块指数ETF和费城半导体指数均跌超4%。英伟达突如其来的下跌,其实并不令人意外。 获利了结的时刻来临?盘中早些时候,英伟达股价上涨5.1%,将一项动量指标推至2021年11月以来的最高水平,表明该股回调的时机已经成熟。周五,相对强度指数攀升至85以上,为2021年11月以来的最高水平,随后回落至70左右。瑞穗证券分析师Jordan Klein最新的一份报告中表示,看到英伟达股价几乎每天都在创造新纪录,\"感觉有点不健康\",让人想起1999年和2000年疯狂的科技市场心态。英伟达正在为3月18-21日举行的年度GTC大会做准备,届时市场可能迎来\"井喷\"。Klein担心,一些投资者可能会在GTC大会后获利了结,导致英伟达股价出现回调。Klein表示,投资者似乎陷入了\"纯粹的追逐模式\",这种市场行为导致半导体股价格不断走高,形成了一种\"自我强化\"的趋势。投资者应该记住,英伟达等AI芯片股“不可能每天都上涨”,就像最近看起来不自然的行情那样。“木头姐”警告:英伟达或是下一个思科在当地时间周四致股东的一封信中,方舟投资首席执行官兼首席投资官Cathie Wood对英伟达敲响了警钟,警告其惊人的增长可能会放缓。她指出,与互联网时代的思科不同,英伟达当前正面临日益激烈的竞争压力。从长远来看,与思科的历史轨迹相异,英伟达的竞争环境可能会更加严峻。这不仅仅是因为(AMD)正在逐步取得市场成功,更关键的是,英伟达的主要客户,包括云服务提供商和特斯拉等公司正在积极设计自主的人工智能芯片。Wood回忆道,截至1994年3月的三年半里,思科股价飙升了31倍,但由于对经济衰退的担忧以及竞争对手产品的推出导致客户削减订单,思科股价在接下来的4个月内下跌了 51%。到2000年3月互联网泡沫顶峰时,思科股价反弹了71倍,但泡沫破裂后的几年内暴跌约90%,此后一直未能回到互联网泡沫巅峰时期。今天,英伟达就是那家公司。Wood强调,自2015年2月以来的9年里,英伟达股价上涨了117倍。2018年10月,加密寒冬打击芯片市场,英伟达股价在3个月内下跌了56% 。正如当年思科交换机和路由器引发互联网革命一样,英伟达是推动人工智能革命发展的关键公司,所以它的股价也会经历较大的起伏和波动,就像思科在股市上经历的那样。高盛也做了类似警告:需谨慎的是,将英伟达从2020年至今的股价走势与思科1996-2002年的走势进行对比,并放大到2000年的表现时,两者有着惊人的相似之处。当年,思科被视为网络时代的宠儿,互联网被寄予厚望。那时普遍认为,整个互联网将依赖于思科的路由器运行,这些路由器有着50%的高毛利率。但最终并非如此。Wood还预计,英伟达本季度增长将放缓,芯片交货时间已从长达11个月缩短至3个月,表明供应正在赶上需求。另外,随着更多公司(比如特斯拉)开始设计自己的AI芯片,客户开始缩减开支,英伟达可能会面临更多挑战。近几个月来,Wood对英伟达越来越警惕。她早在二月份就透露,正在削减方舟基金的股票敞口,因为“预期可能超出了预期”。市场“恐高”情绪渐浓事实上,英伟达股价今年已飙升近90%,市值突破2万亿美元,比亚马逊和谷歌母公司Alphabet还要高,且仅落后苹果13%,而在十年前,英伟达市值仅为苹果的1/47。另外,在科技“七姐妹”的支撑下,过去一年纳指涨幅超过了40%,标普500指数涨幅也超过了30%。随着股市不断刷新纪录,投资者出现\"恐高\"情绪,越来越多的声音试图给过热的市场降温。稍早前,BTIG 首席市场技术员Jonathan Krinsky警告:某种形式的洗牌可能即将到来。花旗报告也指出,投资市场呈现出过度乐观和“一边倒”的趋势,股市面临的回调风险加剧。与此同时,市场已经提前消化了美联储降息的预期,而最近的通胀数据过于火热,周五非农数据表现好坏参半,一旦美联储有任何意外之举,都可能会使科技股“血流成河”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241724365357216,"gmtCreate":1700051075105,"gmtModify":1700053433955,"author":{"id":"4130049750302910","authorId":"4130049750302910","name":"laoyu88","avatar":"https://static.tigerbbs.com/18ceb61549b9619a7ce41763c89821e0","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130049750302910","authorIdStr":"4130049750302910"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241724365357216","repostId":"1124956632","repostType":2,"repost":{"id":"1124956632","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700037108,"share":"https://www.laohu8.com/m/news/1124956632?lang=&edition=full","pubTime":"2023-11-15 16:31","market":"hk","language":"zh","title":"腾讯第三季度营收1546亿元,同比增长10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124956632","media":"老虎资讯综合","summary":"11月15日,腾讯发布财报,财报显示:第三季度营收1,546亿元人民币,预估1,548亿元人民币;净利润362亿元人民币,市场预估323.8亿元人民币;第三季度营业利润484.8亿元人民币,市场预估434亿元人民币。微信及WECHAT的月活跃帐户 13.4亿,市场预估13.3亿。第三季度网络广告收入257.2亿元人民币,市场预估262.4亿元人民币。第三季度收费增值服务付费会员数2.5亿,市场预估2.4亿。第三季度本土市场游戏收入327亿元人民币,市场预估334.1亿元人民币。第三季度国际市场游戏收入133亿元人民币,市场预估136.3亿元人民币。","content":"<html><head></head><body><p>11月15日,腾讯发布财报,财报显示:第三季度营收1,546亿元人民币,预估1,548亿元人民币,同比增长10%;净利润362亿元人民币,市场预估323.8亿元人民币;第三季度营业利润484.8亿元人民币,市场预估434亿元人民币。</p><p>微信及WECHAT的月活跃帐户 13.4亿,市场预估13.3亿。</p><p>第三季度网络广告收入257.2亿元人民币,市场预估262.4亿元人民币。</p><p>第三季度收费增值服务付费会员数2.5亿,市场预估2.4亿。</p><p>第三季度本土市场游戏收入327亿元人民币,市场预估334.1亿元人民币。</p><p>第三季度国际市场游戏收入133亿元人民币,市场预估136.3亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/579a707419b019e57033f4ed6b9f5eba\" title=\"\" tg-width=\"1054\" tg-height=\"729\"/></p><p><img src=\"https://static.tigerbbs.com/c54dbeb5e1abd6830a0062ffc6345354\" alt=\"\"/></p><blockquote><p><strong>业绩摘要</strong></p></blockquote><p><strong>总收入:同比增长10%,按非国际财务报告准则[1]的本公司权益持有人应占盈利:同比增长39%。</strong></p><p><strong>总收入</strong>为人民币1,546亿元(215亿美元),较二零二二年第三季(“同比”)增长10%。</p><p>按<strong>非国际财务报告准则</strong>,撇除若干一次性及/或非现金项目的影响,以体现核心业务的业绩:</p><p><strong>经营盈利</strong>为人民币555亿元(77亿美元),同比增长36%;经营利润率由去年同期的29%上升至36%。</p><p><strong>期内盈利</strong>为人民币458亿元(64亿美元),同比增长37%;净利润率由去年同期的24%上升至30%。</p><p><strong>期内公司权益持有人应占盈利</strong>为人民币449亿元(63亿美元),同比增长39%。</p><p><strong>每股基本盈利</strong>为人民币4.753元,<strong>每股摊薄盈利</strong>为人民币4.657元。</p><p>按<strong>国际财务报告准则</strong>:</p><p>经营盈利为人民币485亿元(68亿美元),同比下降6%;经营利润率由去年同期的37%下降至31%。</p><p>期内盈利为人民币368亿元(51亿美元),同比下降5%;净利润率由去年同期的28%下降至24%。</p><p>期内公司权益持有人应占盈利为人民币362亿元(50亿美元),同比下降9%。</p><p>每股基本盈利为人民币3.828元,每股摊薄盈利为人民币3.752元。</p><p>期末<strong>总现金</strong>为人民币 3,874 亿元(540 亿美元)。</p><p><strong>第三季其他主要财务信息</strong></p><p>EBITDA 为人民币558亿元,同比增长29%。经调整的EBITDA为人民币613亿元,同比增长26%。</p><p>资本开支为人民币80亿元,同比增长237%。</p><p>自由现金流为人民币511亿元,同比增长85%。</p><p>于二零二三年九月三十日,公司的现金净额为人民币364亿元。于上市投资公司(不包括附属公司)权益[1]的公允价值为人民币4,644亿元(647亿美元),公司未上市投资的账面价值为人民币3,472亿元(484亿美元)。于第三季,公司于香港联交所以约人民币140亿元的总代价回购约4,752万股股份。</p><blockquote><p><strong>第三季度视频号总播放量同比增长超过50%</strong></p></blockquote><p>微信的泛内循环广告收入(指以微信小程序、视频号、公众号和企业微信为落地页的广告)同比增长超过30%,并贡献了超过一半的微信广告收入。视频号广告收入环比增长显著,得益于播放量和用户使用时长的增加,同时广告加载率百分比保持稳定。</p><blockquote><p><strong>第三季度研发投入164.5亿元,腾讯混元大模型助力多业务提效</strong></p></blockquote><p>腾讯三季度研发开支同比增长9%,达到164.5亿元,自2018年以来累计投入超过2532亿元。在全球范围内,腾讯的专利申请公开总数超过6.9万件,专利授权数量超过3.5万件,这一数量在互联网公司中位列中国第一、全球第二。腾讯在三季度推出了全新通用大模型“腾讯混元”。该模型实现了从算法、机器学习框架到人工智能基础设施的全链路自研,目前已接入超过180个腾讯内部业务测试,并积极助力合作伙伴提效,为业务的创新增长提供了强大助力。</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>腾讯第三季度营收1546亿元,同比增长10%</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腾讯第三季度营收1546亿元,同比增长10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-15 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月15日,腾讯发布财报,财报显示:第三季度营收1,546亿元人民币,预估1,548亿元人民币,同比增长10%;净利润362亿元人民币,市场预估323.8亿元人民币;第三季度营业利润484.8亿元人民币,市场预估434亿元人民币。</p><p>微信及WECHAT的月活跃帐户 13.4亿,市场预估13.3亿。</p><p>第三季度网络广告收入257.2亿元人民币,市场预估262.4亿元人民币。</p><p>第三季度收费增值服务付费会员数2.5亿,市场预估2.4亿。</p><p>第三季度本土市场游戏收入327亿元人民币,市场预估334.1亿元人民币。</p><p>第三季度国际市场游戏收入133亿元人民币,市场预估136.3亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/579a707419b019e57033f4ed6b9f5eba\" title=\"\" tg-width=\"1054\" tg-height=\"729\"/></p><p><img src=\"https://static.tigerbbs.com/c54dbeb5e1abd6830a0062ffc6345354\" alt=\"\"/></p><blockquote><p><strong>业绩摘要</strong></p></blockquote><p><strong>总收入:同比增长10%,按非国际财务报告准则[1]的本公司权益持有人应占盈利:同比增长39%。</strong></p><p><strong>总收入</strong>为人民币1,546亿元(215亿美元),较二零二二年第三季(“同比”)增长10%。</p><p>按<strong>非国际财务报告准则</strong>,撇除若干一次性及/或非现金项目的影响,以体现核心业务的业绩:</p><p><strong>经营盈利</strong>为人民币555亿元(77亿美元),同比增长36%;经营利润率由去年同期的29%上升至36%。</p><p><strong>期内盈利</strong>为人民币458亿元(64亿美元),同比增长37%;净利润率由去年同期的24%上升至30%。</p><p><strong>期内公司权益持有人应占盈利</strong>为人民币449亿元(63亿美元),同比增长39%。</p><p><strong>每股基本盈利</strong>为人民币4.753元,<strong>每股摊薄盈利</strong>为人民币4.657元。</p><p>按<strong>国际财务报告准则</strong>:</p><p>经营盈利为人民币485亿元(68亿美元),同比下降6%;经营利润率由去年同期的37%下降至31%。</p><p>期内盈利为人民币368亿元(51亿美元),同比下降5%;净利润率由去年同期的28%下降至24%。</p><p>期内公司权益持有人应占盈利为人民币362亿元(50亿美元),同比下降9%。</p><p>每股基本盈利为人民币3.828元,每股摊薄盈利为人民币3.752元。</p><p>期末<strong>总现金</strong>为人民币 3,874 亿元(540 亿美元)。</p><p><strong>第三季其他主要财务信息</strong></p><p>EBITDA 为人民币558亿元,同比增长29%。经调整的EBITDA为人民币613亿元,同比增长26%。</p><p>资本开支为人民币80亿元,同比增长237%。</p><p>自由现金流为人民币511亿元,同比增长85%。</p><p>于二零二三年九月三十日,公司的现金净额为人民币364亿元。于上市投资公司(不包括附属公司)权益[1]的公允价值为人民币4,644亿元(647亿美元),公司未上市投资的账面价值为人民币3,472亿元(484亿美元)。于第三季,公司于香港联交所以约人民币140亿元的总代价回购约4,752万股股份。</p><blockquote><p><strong>第三季度视频号总播放量同比增长超过50%</strong></p></blockquote><p>微信的泛内循环广告收入(指以微信小程序、视频号、公众号和企业微信为落地页的广告)同比增长超过30%,并贡献了超过一半的微信广告收入。视频号广告收入环比增长显著,得益于播放量和用户使用时长的增加,同时广告加载率百分比保持稳定。</p><blockquote><p><strong>第三季度研发投入164.5亿元,腾讯混元大模型助力多业务提效</strong></p></blockquote><p>腾讯三季度研发开支同比增长9%,达到164.5亿元,自2018年以来累计投入超过2532亿元。在全球范围内,腾讯的专利申请公开总数超过6.9万件,专利授权数量超过3.5万件,这一数量在互联网公司中位列中国第一、全球第二。腾讯在三季度推出了全新通用大模型“腾讯混元”。该模型实现了从算法、机器学习框架到人工智能基础设施的全链路自研,目前已接入超过180个腾讯内部业务测试,并积极助力合作伙伴提效,为业务的创新增长提供了强大助力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124956632","content_text":"11月15日,腾讯发布财报,财报显示:第三季度营收1,546亿元人民币,预估1,548亿元人民币,同比增长10%;净利润362亿元人民币,市场预估323.8亿元人民币;第三季度营业利润484.8亿元人民币,市场预估434亿元人民币。微信及WECHAT的月活跃帐户 13.4亿,市场预估13.3亿。第三季度网络广告收入257.2亿元人民币,市场预估262.4亿元人民币。第三季度收费增值服务付费会员数2.5亿,市场预估2.4亿。第三季度本土市场游戏收入327亿元人民币,市场预估334.1亿元人民币。第三季度国际市场游戏收入133亿元人民币,市场预估136.3亿元人民币。业绩摘要总收入:同比增长10%,按非国际财务报告准则[1]的本公司权益持有人应占盈利:同比增长39%。总收入为人民币1,546亿元(215亿美元),较二零二二年第三季(“同比”)增长10%。按非国际财务报告准则,撇除若干一次性及/或非现金项目的影响,以体现核心业务的业绩:经营盈利为人民币555亿元(77亿美元),同比增长36%;经营利润率由去年同期的29%上升至36%。期内盈利为人民币458亿元(64亿美元),同比增长37%;净利润率由去年同期的24%上升至30%。期内公司权益持有人应占盈利为人民币449亿元(63亿美元),同比增长39%。每股基本盈利为人民币4.753元,每股摊薄盈利为人民币4.657元。按国际财务报告准则:经营盈利为人民币485亿元(68亿美元),同比下降6%;经营利润率由去年同期的37%下降至31%。期内盈利为人民币368亿元(51亿美元),同比下降5%;净利润率由去年同期的28%下降至24%。期内公司权益持有人应占盈利为人民币362亿元(50亿美元),同比下降9%。每股基本盈利为人民币3.828元,每股摊薄盈利为人民币3.752元。期末总现金为人民币 3,874 亿元(540 亿美元)。第三季其他主要财务信息EBITDA 为人民币558亿元,同比增长29%。经调整的EBITDA为人民币613亿元,同比增长26%。资本开支为人民币80亿元,同比增长237%。自由现金流为人民币511亿元,同比增长85%。于二零二三年九月三十日,公司的现金净额为人民币364亿元。于上市投资公司(不包括附属公司)权益[1]的公允价值为人民币4,644亿元(647亿美元),公司未上市投资的账面价值为人民币3,472亿元(484亿美元)。于第三季,公司于香港联交所以约人民币140亿元的总代价回购约4,752万股股份。第三季度视频号总播放量同比增长超过50%微信的泛内循环广告收入(指以微信小程序、视频号、公众号和企业微信为落地页的广告)同比增长超过30%,并贡献了超过一半的微信广告收入。视频号广告收入环比增长显著,得益于播放量和用户使用时长的增加,同时广告加载率百分比保持稳定。第三季度研发投入164.5亿元,腾讯混元大模型助力多业务提效腾讯三季度研发开支同比增长9%,达到164.5亿元,自2018年以来累计投入超过2532亿元。在全球范围内,腾讯的专利申请公开总数超过6.9万件,专利授权数量超过3.5万件,这一数量在互联网公司中位列中国第一、全球第二。腾讯在三季度推出了全新通用大模型“腾讯混元”。该模型实现了从算法、机器学习框架到人工智能基础设施的全链路自研,目前已接入超过180个腾讯内部业务测试,并积极助力合作伙伴提效,为业务的创新增长提供了强大助力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650433367,"gmtCreate":1679422543859,"gmtModify":1679434869851,"author":{"id":"4130049750302910","authorId":"4130049750302910","name":"laoyu88","avatar":"https://static.tigerbbs.com/18ceb61549b9619a7ce41763c89821e0","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130049750302910","authorIdStr":"4130049750302910"},"themes":[],"htmlText":"<a 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Ltd(ADD)$ </a>","listText":"<a href=\"https://laohu8.com/S/ADD\">$Color Star Technology Co. Ltd(ADD)$ </a>","text":"$Color Star Technology Co. Ltd(ADD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650433367","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}