+关注
奇巧不蹊跷
暂无个人介绍
IP属地:广东
13
关注
3
粉丝
0
主题
0
勋章
主贴
热门
奇巧不蹊跷
08-13
大家都想吃AI的红利
@小金人塔尔塔洛斯:击穿英伟达的护城河
奇巧不蹊跷
08-12
不啰嗦AI产品,讲一下背后的创始人逻辑,马车跑得好不好全看马车头[正经] 比如阿里王坚之前看到的,可以提一点,AI的终局必然是服务大众、走进生活。生活场景是产品最好试练场,回归生活,是归一的策略。另一个可以提的,就是视觉影像类型的AI产品美图创办者,之前提到帮用户赚到钱是做产品的首要标准,那这个其实是升级了生活场景需求的工作场景匹配类型,逻辑都是助力,可以看得出来未来最终的AI产品走向上的趋势,都是万物归一,回归大众需求,生活、工作、精神等等。[强]
$阿里巴巴(BABA)$
$美图公司(01357)$
奇巧不蹊跷
08-09
$拼多多(PDD)$
欧美市场确实不错,希望继续坚持
奇巧不蹊跷
08-09
不贪最重要,铭记
@暴富皮卡丘:
$NVDA 20240809 104.0 CALL$
想买put的时候,先止住小手,能力范围内卖call,买方在震荡行情里非常被动,不过卖方也要注意风险,接近价格时,记平仓,盈利时,吃震荡里的小肉,不贪很重要
奇巧不蹊跷
08-01
$阿里巴巴(BABA)$
不错不错,重新走上正轨了
奇巧不蹊跷
08-01
$腾讯控股(00700)$
港股难搞啊,光是手续费就让人痛苦
奇巧不蹊跷
07-29
$拼多多(PDD)$
业绩到底如何,现在只能等
奇巧不蹊跷
07-29
$阿里巴巴-SW(09988)$
见好就收,现在我已经很满足了
奇巧不蹊跷
07-29
$恺英网络(002517)$
期待新的大模型
奇巧不蹊跷
07-26
$虹软科技(688088)$
太软了
奇巧不蹊跷
07-26
$快手-W(01024)$
快手业绩快一点发布吧
奇巧不蹊跷
07-25
$美图公司(01357)$
拍摄美化类相关应用已形成使用习惯,用户使用粘性在加深,科技美颜工具这个垂类成熟度高,市场工具不少但优质的不多。AIGC也为这个垂类带了很多增长点, “颜值经济+AI”可以说是AI应用的风口。上半年业绩不错,希望以后业绩会越来越好。
奇巧不蹊跷
07-24
$昆仑万维(300418)$
只能死死坚守了
奇巧不蹊跷
07-24
$英伟达(NVDA)$
今天个个都在跌的,但我还是很看好英伟达的
奇巧不蹊跷
07-19
现在中国的AI大模型层出不穷。智谱AI、百川智能、月之暗面等等。各大厂商都想来分一杯羹。
$百度集团-SW(09888)$
$商汤-W(00020)$
$腾讯控股(00700)$
奇巧不蹊跷
07-18
$商汤-W(00020)$
大家都在打造具备专业能力的AI,我还是很看好商汤的
奇巧不蹊跷
07-18
$三七互娱(002555)$
观察一波,还是谨慎一点
奇巧不蹊跷
07-16
$美图公司(01357)$
AI能赚钱绝对不是靠技术本身,应用端这边,AI+传统互联网从零散小业务开始做起才是正道。
奇巧不蹊跷
07-15
$昆仑万维(300418)$
逆大盘,这怎么搞
奇巧不蹊跷
07-15
下次体验一下看看
@一切皆有可能1688:
$百度(BIDU)$
百度旗下无人驾驶计程车“萝卜快跑”落地广州
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":4146735638755500,"uuid":"4146735638755500","gmtCreate":1683632531275,"gmtModify":1723180058614,"name":"奇巧不蹊跷","pinyin":"qqbqqqiqiaobuqiqiao","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":13,"tweetSize":108,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":337989471719616,"gmtCreate":1723535970926,"gmtModify":1723535972966,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大家都想吃AI的红利","listText":"大家都想吃AI的红利","text":"大家都想吃AI的红利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337989471719616","repostId":"338007829483744","repostType":1,"repost":{"id":338007829483744,"gmtCreate":1723521847126,"gmtModify":1723620764573,"author":{"id":"4138162702481440","authorId":"4138162702481440","name":"小金人塔尔塔洛斯","avatar":"https://static.tigerbbs.com/74515f0769d195af6672e1b69924d581","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"击穿英伟达的护城河","htmlText":" 没有什么会永垂不朽——王菲。 现在,随着人工智能的热潮退去,市场纷纷在思考一个问题:巨额的资金投入到底被谁拿走了?是大模型公司?是微软谷歌等巨头?好像都不是啊,所有的人都在亏钱,没有人赢的话,似乎不符合能量守恒,哦不是,金钱守恒定律啊。初创的人工智能企业需要一轮轮的融资,强大的科技巨头也在一遍遍地投入AI大基建的浪潮,付费的客户吐槽AI助手不好用,openAI则抱怨入不敷出转化率太低,那么,必定有一个大赢家,实际上说到现在大家也都知道了——卖铲子的英伟达,奸商·黄简直是躺着数钱,硅谷巨头有苦说不出,谁让我们都得买他的GPU呢?还得用他家生态,有点像当年的英特尔和X86联手统治天下了,可惜英特尔现在已经是准st的公司了,实在不知道潜在的拐点在哪;笔者之前看财经新闻得知,英特尔不但错过了移动端处理器,显卡,甚至还干出一个神级操作,堪称硅谷反指:拒绝投资openAI,是的,X86架构和CPU垄断地位的牙膏厂实在是飘了,固步自封,而现在不得不为拒绝变化买单,好像扯远了,说回皮衣刀客:高昂的GPU价格(但强大的算力),成熟的CUDA架构,新晋的Blackwell(尽管目前要推迟),还有整个英伟达云,是不是有点X86+windows的感觉,软硬通吃了?老黄的野心还是很恐怖的,未来人工智能大规模铺开,软件硬件智能云生态,全用我的,我全都要!硅谷巨头纷纷表示:这还得了?坏了,我们全被皮夹克卡脖子了,钱全给他挣走了!该死的奸商,卖GPU还要搞数据中心,这不行!其他人呢?CPUGPUTPU给力点啊?来点生态和他抗衡啊,就像iOS对抗win一样是不是?一家独大真的好吗? 图片 而现在,英伟达的裂口在一点点的被打开...... 事情果然逐渐起变化了,现在面对英伟达的大肆扩张,硅谷巨头们也联手起来了,而实际上早在去年就有这种绕开英伟","listText":" 没有什么会永垂不朽——王菲。 现在,随着人工智能的热潮退去,市场纷纷在思考一个问题:巨额的资金投入到底被谁拿走了?是大模型公司?是微软谷歌等巨头?好像都不是啊,所有的人都在亏钱,没有人赢的话,似乎不符合能量守恒,哦不是,金钱守恒定律啊。初创的人工智能企业需要一轮轮的融资,强大的科技巨头也在一遍遍地投入AI大基建的浪潮,付费的客户吐槽AI助手不好用,openAI则抱怨入不敷出转化率太低,那么,必定有一个大赢家,实际上说到现在大家也都知道了——卖铲子的英伟达,奸商·黄简直是躺着数钱,硅谷巨头有苦说不出,谁让我们都得买他的GPU呢?还得用他家生态,有点像当年的英特尔和X86联手统治天下了,可惜英特尔现在已经是准st的公司了,实在不知道潜在的拐点在哪;笔者之前看财经新闻得知,英特尔不但错过了移动端处理器,显卡,甚至还干出一个神级操作,堪称硅谷反指:拒绝投资openAI,是的,X86架构和CPU垄断地位的牙膏厂实在是飘了,固步自封,而现在不得不为拒绝变化买单,好像扯远了,说回皮衣刀客:高昂的GPU价格(但强大的算力),成熟的CUDA架构,新晋的Blackwell(尽管目前要推迟),还有整个英伟达云,是不是有点X86+windows的感觉,软硬通吃了?老黄的野心还是很恐怖的,未来人工智能大规模铺开,软件硬件智能云生态,全用我的,我全都要!硅谷巨头纷纷表示:这还得了?坏了,我们全被皮夹克卡脖子了,钱全给他挣走了!该死的奸商,卖GPU还要搞数据中心,这不行!其他人呢?CPUGPUTPU给力点啊?来点生态和他抗衡啊,就像iOS对抗win一样是不是?一家独大真的好吗? 图片 而现在,英伟达的裂口在一点点的被打开...... 事情果然逐渐起变化了,现在面对英伟达的大肆扩张,硅谷巨头们也联手起来了,而实际上早在去年就有这种绕开英伟","text":"没有什么会永垂不朽——王菲。 现在,随着人工智能的热潮退去,市场纷纷在思考一个问题:巨额的资金投入到底被谁拿走了?是大模型公司?是微软谷歌等巨头?好像都不是啊,所有的人都在亏钱,没有人赢的话,似乎不符合能量守恒,哦不是,金钱守恒定律啊。初创的人工智能企业需要一轮轮的融资,强大的科技巨头也在一遍遍地投入AI大基建的浪潮,付费的客户吐槽AI助手不好用,openAI则抱怨入不敷出转化率太低,那么,必定有一个大赢家,实际上说到现在大家也都知道了——卖铲子的英伟达,奸商·黄简直是躺着数钱,硅谷巨头有苦说不出,谁让我们都得买他的GPU呢?还得用他家生态,有点像当年的英特尔和X86联手统治天下了,可惜英特尔现在已经是准st的公司了,实在不知道潜在的拐点在哪;笔者之前看财经新闻得知,英特尔不但错过了移动端处理器,显卡,甚至还干出一个神级操作,堪称硅谷反指:拒绝投资openAI,是的,X86架构和CPU垄断地位的牙膏厂实在是飘了,固步自封,而现在不得不为拒绝变化买单,好像扯远了,说回皮衣刀客:高昂的GPU价格(但强大的算力),成熟的CUDA架构,新晋的Blackwell(尽管目前要推迟),还有整个英伟达云,是不是有点X86+windows的感觉,软硬通吃了?老黄的野心还是很恐怖的,未来人工智能大规模铺开,软件硬件智能云生态,全用我的,我全都要!硅谷巨头纷纷表示:这还得了?坏了,我们全被皮夹克卡脖子了,钱全给他挣走了!该死的奸商,卖GPU还要搞数据中心,这不行!其他人呢?CPUGPUTPU给力点啊?来点生态和他抗衡啊,就像iOS对抗win一样是不是?一家独大真的好吗? 图片 而现在,英伟达的裂口在一点点的被打开...... 事情果然逐渐起变化了,现在面对英伟达的大肆扩张,硅谷巨头们也联手起来了,而实际上早在去年就有这种绕开英伟","images":[{"img":"https://static.tigerbbs.com/1ebb579fbca76228210d295bf912e845","width":"700","height":"467"},{"img":"https://static.tigerbbs.com/31cd3b38a7475630ed217693ceeb49e0","width":"720","height":"378"},{"img":"https://static.tigerbbs.com/6475e5f1698ae77bf2a7e7743a59fcf1","width":"720","height":"388"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338007829483744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337623544525064,"gmtCreate":1723448276908,"gmtModify":1723448279272,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不啰嗦AI产品,讲一下背后的创始人逻辑,马车跑得好不好全看马车头[正经] 比如阿里王坚之前看到的,可以提一点,AI的终局必然是服务大众、走进生活。生活场景是产品最好试练场,回归生活,是归一的策略。另一个可以提的,就是视觉影像类型的AI产品美图创办者,之前提到帮用户赚到钱是做产品的首要标准,那这个其实是升级了生活场景需求的工作场景匹配类型,逻辑都是助力,可以看得出来未来最终的AI产品走向上的趋势,都是万物归一,回归大众需求,生活、工作、精神等等。[强] <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> ","listText":"不啰嗦AI产品,讲一下背后的创始人逻辑,马车跑得好不好全看马车头[正经] 比如阿里王坚之前看到的,可以提一点,AI的终局必然是服务大众、走进生活。生活场景是产品最好试练场,回归生活,是归一的策略。另一个可以提的,就是视觉影像类型的AI产品美图创办者,之前提到帮用户赚到钱是做产品的首要标准,那这个其实是升级了生活场景需求的工作场景匹配类型,逻辑都是助力,可以看得出来未来最终的AI产品走向上的趋势,都是万物归一,回归大众需求,生活、工作、精神等等。[强] <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> ","text":"不啰嗦AI产品,讲一下背后的创始人逻辑,马车跑得好不好全看马车头[正经] 比如阿里王坚之前看到的,可以提一点,AI的终局必然是服务大众、走进生活。生活场景是产品最好试练场,回归生活,是归一的策略。另一个可以提的,就是视觉影像类型的AI产品美图创办者,之前提到帮用户赚到钱是做产品的首要标准,那这个其实是升级了生活场景需求的工作场景匹配类型,逻辑都是助力,可以看得出来未来最终的AI产品走向上的趋势,都是万物归一,回归大众需求,生活、工作、精神等等。[强] $阿里巴巴(BABA)$ $美图公司(01357)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337623544525064","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336440311791616,"gmtCreate":1723175028204,"gmtModify":1723175029855,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 欧美市场确实不错,希望继续坚持","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 欧美市场确实不错,希望继续坚持","text":"$拼多多(PDD)$ 欧美市场确实不错,希望继续坚持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336440311791616","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336439689699592,"gmtCreate":1723174958717,"gmtModify":1723174960738,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不贪最重要,铭记","listText":"不贪最重要,铭记","text":"不贪最重要,铭记","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336439689699592","repostId":"336285647700360","repostType":1,"repost":{"id":336285647700360,"gmtCreate":1723137213650,"gmtModify":1723432820120,"author":{"id":"4169343644066852","authorId":"4169343644066852","name":"暴富皮卡丘","avatar":"https://static.tigerbbs.com/94129549b8e942a4557e98cc719875bd","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20240809 104.0 CALL\">$NVDA 20240809 104.0 CALL$</a> 想买put的时候,先止住小手,能力范围内卖call,买方在震荡行情里非常被动,不过卖方也要注意风险,接近价格时,记平仓,盈利时,吃震荡里的小肉,不贪很重要","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20240809 104.0 CALL\">$NVDA 20240809 104.0 CALL$</a> 想买put的时候,先止住小手,能力范围内卖call,买方在震荡行情里非常被动,不过卖方也要注意风险,接近价格时,记平仓,盈利时,吃震荡里的小肉,不贪很重要","text":"$NVDA 20240809 104.0 CALL$ 想买put的时候,先止住小手,能力范围内卖call,买方在震荡行情里非常被动,不过卖方也要注意风险,接近价格时,记平仓,盈利时,吃震荡里的小肉,不贪很重要","images":[{"img":"https://static.tigerbbs.com/5d7ba25ee0cf5cbca964b51ff5d837ea","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336285647700360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333689653620816,"gmtCreate":1722494634341,"gmtModify":1722494635711,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 不错不错,重新走上正轨了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 不错不错,重新走上正轨了","text":"$阿里巴巴(BABA)$ 不错不错,重新走上正轨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333689653620816","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333688942145760,"gmtCreate":1722494576892,"gmtModify":1722494578359,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 港股难搞啊,光是手续费就让人痛苦","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 港股难搞啊,光是手续费就让人痛苦","text":"$腾讯控股(00700)$ 港股难搞啊,光是手续费就让人痛苦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333688942145760","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332730583150784,"gmtCreate":1722240982330,"gmtModify":1722240983685,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 业绩到底如何,现在只能等","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 业绩到底如何,现在只能等","text":"$拼多多(PDD)$ 业绩到底如何,现在只能等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332730583150784","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332734279909664,"gmtCreate":1722240937046,"gmtModify":1722240938566,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a> 见好就收,现在我已经很满足了","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a> 见好就收,现在我已经很满足了","text":"$阿里巴巴-SW(09988)$ 见好就收,现在我已经很满足了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332734279909664","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332734317318248,"gmtCreate":1722240875209,"gmtModify":1722240876859,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002517\">$恺英网络(002517)$ </a> 期待新的大模型","listText":"<a href=\"https://laohu8.com/S/002517\">$恺英网络(002517)$ </a> 期待新的大模型","text":"$恺英网络(002517)$ 期待新的大模型","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332734317318248","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331663891276048,"gmtCreate":1721979417356,"gmtModify":1721981055554,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/688088\">$虹软科技(688088)$ </a> 太软了","listText":"<a href=\"https://laohu8.com/S/688088\">$虹软科技(688088)$ </a> 太软了","text":"$虹软科技(688088)$ 太软了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331663891276048","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331663369560152,"gmtCreate":1721979395509,"gmtModify":1721979396996,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a> 快手业绩快一点发布吧","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a> 快手业绩快一点发布吧","text":"$快手-W(01024)$ 快手业绩快一点发布吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331663369560152","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331258323992656,"gmtCreate":1721880355545,"gmtModify":1721880357085,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 拍摄美化类相关应用已形成使用习惯,用户使用粘性在加深,科技美颜工具这个垂类成熟度高,市场工具不少但优质的不多。AIGC也为这个垂类带了很多增长点, “颜值经济+AI”可以说是AI应用的风口。上半年业绩不错,希望以后业绩会越来越好。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 拍摄美化类相关应用已形成使用习惯,用户使用粘性在加深,科技美颜工具这个垂类成熟度高,市场工具不少但优质的不多。AIGC也为这个垂类带了很多增长点, “颜值经济+AI”可以说是AI应用的风口。上半年业绩不错,希望以后业绩会越来越好。","text":"$美图公司(01357)$ 拍摄美化类相关应用已形成使用习惯,用户使用粘性在加深,科技美颜工具这个垂类成熟度高,市场工具不少但优质的不多。AIGC也为这个垂类带了很多增长点, “颜值经济+AI”可以说是AI应用的风口。上半年业绩不错,希望以后业绩会越来越好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/331258323992656","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330961408913520,"gmtCreate":1721807868877,"gmtModify":1721807871495,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a> 只能死死坚守了","listText":"<a href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a> 只能死死坚守了","text":"$昆仑万维(300418)$ 只能死死坚守了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330961408913520","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330961320591440,"gmtCreate":1721807844949,"gmtModify":1721807846697,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 今天个个都在跌的,但我还是很看好英伟达的","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 今天个个都在跌的,但我还是很看好英伟达的","text":"$英伟达(NVDA)$ 今天个个都在跌的,但我还是很看好英伟达的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/330961320591440","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178222389500642","authorId":"4178222389500642","name":"伍子植","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"现在都瀑布了 [流泪]","text":"现在都瀑布了 [流泪]","html":"现在都瀑布了 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329126557020448,"gmtCreate":1721355038033,"gmtModify":1721355040235,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"现在中国的AI大模型层出不穷。智谱AI、百川智能、月之暗面等等。各大厂商都想来分一杯羹。<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a> <a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> ","listText":"现在中国的AI大模型层出不穷。智谱AI、百川智能、月之暗面等等。各大厂商都想来分一杯羹。<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a> <a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> ","text":"现在中国的AI大模型层出不穷。智谱AI、百川智能、月之暗面等等。各大厂商都想来分一杯羹。$百度集团-SW(09888)$ $商汤-W(00020)$ $腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329126557020448","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328778194002080,"gmtCreate":1721285325142,"gmtModify":1721285327186,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> 大家都在打造具备专业能力的AI,我还是很看好商汤的","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> 大家都在打造具备专业能力的AI,我还是很看好商汤的","text":"$商汤-W(00020)$ 大家都在打造具备专业能力的AI,我还是很看好商汤的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328778194002080","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328781294719072,"gmtCreate":1721285226653,"gmtModify":1721285228176,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002555\">$三七互娱(002555)$ </a> 观察一波,还是谨慎一点","listText":"<a href=\"https://laohu8.com/S/002555\">$三七互娱(002555)$ </a> 观察一波,还是谨慎一点","text":"$三七互娱(002555)$ 观察一波,还是谨慎一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328781294719072","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328066594771024,"gmtCreate":1721112565588,"gmtModify":1721112567417,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> AI能赚钱绝对不是靠技术本身,应用端这边,AI+传统互联网从零散小业务开始做起才是正道。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> AI能赚钱绝对不是靠技术本身,应用端这边,AI+传统互联网从零散小业务开始做起才是正道。","text":"$美图公司(01357)$ AI能赚钱绝对不是靠技术本身,应用端这边,AI+传统互联网从零散小业务开始做起才是正道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328066594771024","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327709173391568,"gmtCreate":1721027435393,"gmtModify":1721027437479,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a> 逆大盘,这怎么搞","listText":"<a href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a> 逆大盘,这怎么搞","text":"$昆仑万维(300418)$ 逆大盘,这怎么搞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327709173391568","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327708039335992,"gmtCreate":1721027175095,"gmtModify":1721027177260,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"下次体验一下看看","listText":"下次体验一下看看","text":"下次体验一下看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327708039335992","repostId":"327392389435440","repostType":1,"repost":{"id":327392389435440,"gmtCreate":1720961386638,"gmtModify":1720961996302,"author":{"id":"4166832978321180","authorId":"4166832978321180","name":"一切皆有可能1688","avatar":"https://static.tigerbbs.com/5a42667056652abdaeb4afd04c59df7d","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 百度旗下无人驾驶计程车“萝卜快跑”落地广州","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 百度旗下无人驾驶计程车“萝卜快跑”落地广州","text":"$百度(BIDU)$ 百度旗下无人驾驶计程车“萝卜快跑”落地广州","images":[{"img":"https://static.tigerbbs.com/183bcaf2cb6fabe135c037a0c60aad58","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327392389435440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":331258323992656,"gmtCreate":1721880355545,"gmtModify":1721880357085,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 拍摄美化类相关应用已形成使用习惯,用户使用粘性在加深,科技美颜工具这个垂类成熟度高,市场工具不少但优质的不多。AIGC也为这个垂类带了很多增长点, “颜值经济+AI”可以说是AI应用的风口。上半年业绩不错,希望以后业绩会越来越好。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 拍摄美化类相关应用已形成使用习惯,用户使用粘性在加深,科技美颜工具这个垂类成熟度高,市场工具不少但优质的不多。AIGC也为这个垂类带了很多增长点, “颜值经济+AI”可以说是AI应用的风口。上半年业绩不错,希望以后业绩会越来越好。","text":"$美图公司(01357)$ 拍摄美化类相关应用已形成使用习惯,用户使用粘性在加深,科技美颜工具这个垂类成熟度高,市场工具不少但优质的不多。AIGC也为这个垂类带了很多增长点, “颜值经济+AI”可以说是AI应用的风口。上半年业绩不错,希望以后业绩会越来越好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/331258323992656","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313229129847056,"gmtCreate":1717487821399,"gmtModify":1717487822712,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>之前说的影像节什么时候开始?能线上看吗","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>之前说的影像节什么时候开始?能线上看吗","text":"$美图公司(01357)$ 之前说的影像节什么时候开始?能线上看吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/313229129847056","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306709648855136,"gmtCreate":1715914999940,"gmtModify":1715915001325,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a><a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a><a href=\"https://laohu8.com/S/688327\">$云从科技(688327)$ </a>AI竞争越来越激烈,长期的AI能力储备很重要啊[思考] ","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a><a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a><a href=\"https://laohu8.com/S/688327\">$云从科技(688327)$ </a>AI竞争越来越激烈,长期的AI能力储备很重要啊[思考] ","text":"$美图公司(01357)$ $商汤-W(00020)$ $云从科技(688327)$ AI竞争越来越激烈,长期的AI能力储备很重要啊[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306709648855136","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491812622453185","authorId":"3491812622453185","name":"带泡沫的苹果","avatar":"https://static.tigerbbs.com/a9250937a0cdbddaf9a218f28567ee36","crmLevel":3,"crmLevelSwitch":1},"content":"就凭它960玫比特币也得配置它","text":"就凭它960玫比特币也得配置它","html":"就凭它960玫比特币也得配置它"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195352219701408,"gmtCreate":1688715767794,"gmtModify":1688716315790,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> AI行业长期向好的态势明显,像美图之前AI动漫这些,反响都还不错,美图推7个新品,不知道还能不能持续拉动美图净利润啊","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> AI行业长期向好的态势明显,像美图之前AI动漫这些,反响都还不错,美图推7个新品,不知道还能不能持续拉动美图净利润啊","text":"$美图公司(01357)$ AI行业长期向好的态势明显,像美图之前AI动漫这些,反响都还不错,美图推7个新品,不知道还能不能持续拉动美图净利润啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/195352219701408","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306750311493816,"gmtCreate":1715924782951,"gmtModify":1715925097290,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>据乘联会5月7日公布的数据显示,特斯拉4月在中国制造的电动车批发销量为62167辆,较去年同期下降18%,与3月的89064辆相比,环比下降了30.2%。 特斯拉继今年一季度销量出现下滑之后,4月交付量也未达到预期,造成这种状况有很多原因,其中一个重要因素是市场竞争激烈未及时更新换代,使得Model Y和Model 3的竞争力下降。 近日,蔚来公司<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>全新品牌“ONVO乐道”在上海正式发布,公司多品牌战略正式落地,进入发展新阶段。首款产品乐道L60亮相并开启预订,预售价21.99万元起,将于今年9月正式发布并上市。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>据乘联会5月7日公布的数据显示,特斯拉4月在中国制造的电动车批发销量为62167辆,较去年同期下降18%,与3月的89064辆相比,环比下降了30.2%。 特斯拉继今年一季度销量出现下滑之后,4月交付量也未达到预期,造成这种状况有很多原因,其中一个重要因素是市场竞争激烈未及时更新换代,使得Model Y和Model 3的竞争力下降。 近日,蔚来公司<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>全新品牌“ONVO乐道”在上海正式发布,公司多品牌战略正式落地,进入发展新阶段。首款产品乐道L60亮相并开启预订,预售价21.99万元起,将于今年9月正式发布并上市。","text":"$特斯拉(TSLA)$ 据乘联会5月7日公布的数据显示,特斯拉4月在中国制造的电动车批发销量为62167辆,较去年同期下降18%,与3月的89064辆相比,环比下降了30.2%。 特斯拉继今年一季度销量出现下滑之后,4月交付量也未达到预期,造成这种状况有很多原因,其中一个重要因素是市场竞争激烈未及时更新换代,使得Model Y和Model 3的竞争力下降。 近日,蔚来公司$蔚来(NIO)$ 全新品牌“ONVO乐道”在上海正式发布,公司多品牌战略正式落地,进入发展新阶段。首款产品乐道L60亮相并开启预订,预售价21.99万元起,将于今年9月正式发布并上市。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/306750311493816","isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330961320591440,"gmtCreate":1721807844949,"gmtModify":1721807846697,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 今天个个都在跌的,但我还是很看好英伟达的","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 今天个个都在跌的,但我还是很看好英伟达的","text":"$英伟达(NVDA)$ 今天个个都在跌的,但我还是很看好英伟达的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/330961320591440","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178222389500642","authorId":"4178222389500642","name":"伍子植","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"现在都瀑布了 [流泪]","text":"现在都瀑布了 [流泪]","html":"现在都瀑布了 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211596579664016,"gmtCreate":1692690165337,"gmtModify":1692690166426,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>现在有AIGC来赋能,感觉美图运用的不错,生产力端的工具效率还是有很大进步的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>现在有AIGC来赋能,感觉美图运用的不错,生产力端的工具效率还是有很大进步的","text":"$美图公司(01357)$ 现在有AIGC来赋能,感觉美图运用的不错,生产力端的工具效率还是有很大进步的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/211596579664016","isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4148516581568620","authorId":"4148516581568620","name":"沧海一声叫","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"其实现在美图产业发展也在进一步数字化,现在在生产力端场景积极布局,希望能继续推出一些新产品来惊艳大家吧","text":"其实现在美图产业发展也在进一步数字化,现在在生产力端场景积极布局,希望能继续推出一些新产品来惊艳大家吧","html":"其实现在美图产业发展也在进一步数字化,现在在生产力端场景积极布局,希望能继续推出一些新产品来惊艳大家吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323204735922336,"gmtCreate":1719908816154,"gmtModify":1719908817391,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ </a>没有太多分析未来趋势变化的能力 只能跟随","listText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ </a>没有太多分析未来趋势变化的能力 只能跟随","text":"$哔哩哔哩-W(09626)$ 没有太多分析未来趋势变化的能力 只能跟随","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323204735922336","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202432526414040,"gmtCreate":1690438697499,"gmtModify":1690438698682,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>愿意付费的用户群还是蛮多的,AIGC 能赚钱,也能长久发展,美图再宣传一下也行。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>愿意付费的用户群还是蛮多的,AIGC 能赚钱,也能长久发展,美图再宣传一下也行。","text":"$美图公司(01357)$ 愿意付费的用户群还是蛮多的,AIGC 能赚钱,也能长久发展,美图再宣传一下也行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/202432526414040","isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584600862768377","authorId":"3584600862768377","name":"阿拉丁神灯的灯","avatar":"https://static.tigerbbs.com/416e7bdf9506005f317499ff0614b0ec","crmLevel":1,"crmLevelSwitch":0},"content":"美图目前采取全面的产品矩阵,同时拥有广泛用户基础再加上打造常规化的收费内容,通过订阅+单购策略这种发展方式可以实现更可持续的发展","text":"美图目前采取全面的产品矩阵,同时拥有广泛用户基础再加上打造常规化的收费内容,通过订阅+单购策略这种发展方式可以实现更可持续的发展","html":"美图目前采取全面的产品矩阵,同时拥有广泛用户基础再加上打造常规化的收费内容,通过订阅+单购策略这种发展方式可以实现更可持续的发展"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318596481982616,"gmtCreate":1718795796394,"gmtModify":1718795797888,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最近哔哩哔哩的游戏又如何<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ </a>","listText":"最近哔哩哔哩的游戏又如何<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ </a>","text":"最近哔哩哔哩的游戏又如何$哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/318596481982616","repostId":"2444842940","repostType":2,"repost":{"id":"2444842940","pubTimestamp":1718791031,"share":"https://www.laohu8.com/m/news/2444842940?lang=&edition=full","pubTime":"2024-06-19 17:57","market":"hk","language":"zh","title":"大摩预判:游戏大环境已变,不利网易,看好腾讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2444842940","media":"华尔街见闻","summary":"大摩表示,随着行业监管重点发生转移,腾讯作为“中国最大的小游戏平台”或将迎来春天,叠加腾讯海外投资初见成效,国际游戏业务势头强劲。","content":"<html><body><p>在游戏市场全面进入存量时代之后,行业两大巨头<a href=\"https://laohu8.com/S/00700\">腾讯</a>和<a href=\"https://laohu8.com/S/NTES\">网易</a>的角力日益加剧,全方位的激烈竞争避无可避,究竟谁能笑到最后?</p>\n<p><strong>而且游戏行业大环境已“今非昔比”</strong>,众多投行机构已然为这万亿市场的角逐押下赌注,其中<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在6月18日发布的研报中,<strong>将更多的筹码押给了腾讯。</strong></p>\n<p>大摩分析师在研报中给出了两大理由:</p>\n<blockquote>\n<p>1、<strong>游戏行业本身的结构性变化(比如监管重点的转移)</strong>,对腾讯的低ARPU(每用户平均收入)游戏等“小游戏”更加有利。</p>\n<p>2、<strong>腾讯海外投资初见成效</strong>,国际游戏业务势头强劲。</p>\n</blockquote>\n<h2>游戏行业变化利好腾讯,“中国最大的小游戏平台”迎来春天</h2>\n<p>摩根士丹利表示,在行业监管重点发生转移的前提下,<strong>货币化程度更低的游戏有望获得更多政策利好</strong>,腾讯低ARPU(每用户平均收入)游戏(比如专注于MOBA、第一人称射击、派对和小游戏等)将或将吸引更多玩家。<strong>下半年腾讯网络游戏收入预计同比增长10%,而网易增长5%:</strong></p>\n<blockquote>\n<p>自2021年监管整顿以来,<strong>监管重点已从未成年人保护转向过度货币化。</strong></p>\n<p>网易已采取积极措施限制 《梦幻西游》端游的货币化,这可能会波及其产品组合中的其他游戏。</p>\n<p>我们认为腾讯可以从其低ARPU的游戏品类中获益,因为其主要的MOBA和第一人称射击游戏内容更轻,<strong>通过游戏内购买货币化的程度较低。</strong></p>\n</blockquote>\n<p>在这种背景下,<strong>所谓的“小游戏”开始迎来自己的春天:</strong></p>\n<blockquote>\n<p>与2021年相比,2023年小游戏的整体潜在市场规模增长了7倍,超过人民币200亿元。</p>\n<p>我们预计,运营中国最大小游戏平台的腾讯将从行业繁荣中受益,<strong>小游戏收入有望在未来两年翻一番。</strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8084a96e-63a7-4539-b2a7-6bb38c3fad27.png\"/></p>\n</blockquote>\n<p>大摩还认为,相比之下,曾经统领中国游戏届的MMORPG(大型多人在线角色扮演游戏)似乎难现往日荣光,<strong>而腾讯恰好在该领域布局有限:</strong></p>\n<blockquote>\n<p>MMORPG曾是中国最大的游戏品类,由于采用pay-to-win(花钱变强) 机制,其ARPU值非常高(人民币500-1000元不等)。</p>\n<p>但我们看到消费正在转向物有所值的游戏,MMORPG的流水正在萎缩 (2019-2023年的CAGR为-12%),并被新游戏所蚕食。</p>\n</blockquote>\n<h2>海外投资初见成效,国际游戏业务势头强劲</h2>\n<p>除了在国内”卷疯“的存量市场占据优势之外,腾讯能赢得大摩的青睐,也得益于海外投资初见成效,大摩在报告中写道:</p>\n<blockquote>\n<p>腾讯一直在通过建立自主游戏制作工作室和收购海外工作室来拓展海外游戏业务,这些投资已初见成效。</p>\n<p>2020-23年国际游戏的CAGR为15%,到2023年,国际游戏的收入占比达到30%(2019年为14%)。</p>\n<p><strong>我们预计2023-25年国际游戏CAGR为11%。 </strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/54d8e2f7-c676-4dd8-a29f-d9647adb141a.png\"/></p>\n</blockquote><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩预判:游戏大环境已变,不利网易,看好腾讯</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大摩预判:游戏大环境已变,不利网易,看好腾讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-19 17:57 北京时间 <a href=https://wallstreetcn.com/articles/3717568><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在游戏市场全面进入存量时代之后,行业两大巨头腾讯和网易的角力日益加剧,全方位的激烈竞争避无可避,究竟谁能笑到最后?\n而且游戏行业大环境已“今非昔比”,众多投行机构已然为这万亿市场的角逐押下赌注,其中摩根士丹利在6月18日发布的研报中,将更多的筹码押给了腾讯。\n大摩分析师在研报中给出了两大理由:\n\n1、游戏行业本身的结构性变化(比如监管重点的转移),对腾讯的低ARPU(每用户平均收入)游戏等“小游戏...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717568\">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/4e1462f3-6ffe-4fdc-848c-314090e39deb.jpeg","relate_stocks":{"80700":"腾讯控股-R","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","09999":"网易-S","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0173614495.USD":"富达中国焦点A","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0971096721.USD":"富达环球金融服务 A","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1591":"就地过年概念","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1517":"云办公","BK1608":"元宇宙概念","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","BK1531":"手游股","BK1516":"腾讯概念","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A(acc)","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","TCEHY":"腾讯控股ADR","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","IE0008368742.USD":"首域中国增长基金I Acc","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD"},"source_url":"https://wallstreetcn.com/articles/3717568","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444842940","content_text":"在游戏市场全面进入存量时代之后,行业两大巨头腾讯和网易的角力日益加剧,全方位的激烈竞争避无可避,究竟谁能笑到最后?\n而且游戏行业大环境已“今非昔比”,众多投行机构已然为这万亿市场的角逐押下赌注,其中摩根士丹利在6月18日发布的研报中,将更多的筹码押给了腾讯。\n大摩分析师在研报中给出了两大理由:\n\n1、游戏行业本身的结构性变化(比如监管重点的转移),对腾讯的低ARPU(每用户平均收入)游戏等“小游戏”更加有利。\n2、腾讯海外投资初见成效,国际游戏业务势头强劲。\n\n游戏行业变化利好腾讯,“中国最大的小游戏平台”迎来春天\n摩根士丹利表示,在行业监管重点发生转移的前提下,货币化程度更低的游戏有望获得更多政策利好,腾讯低ARPU(每用户平均收入)游戏(比如专注于MOBA、第一人称射击、派对和小游戏等)将或将吸引更多玩家。下半年腾讯网络游戏收入预计同比增长10%,而网易增长5%:\n\n自2021年监管整顿以来,监管重点已从未成年人保护转向过度货币化。\n网易已采取积极措施限制 《梦幻西游》端游的货币化,这可能会波及其产品组合中的其他游戏。\n我们认为腾讯可以从其低ARPU的游戏品类中获益,因为其主要的MOBA和第一人称射击游戏内容更轻,通过游戏内购买货币化的程度较低。\n\n在这种背景下,所谓的“小游戏”开始迎来自己的春天:\n\n与2021年相比,2023年小游戏的整体潜在市场规模增长了7倍,超过人民币200亿元。\n我们预计,运营中国最大小游戏平台的腾讯将从行业繁荣中受益,小游戏收入有望在未来两年翻一番。\n\n\n大摩还认为,相比之下,曾经统领中国游戏届的MMORPG(大型多人在线角色扮演游戏)似乎难现往日荣光,而腾讯恰好在该领域布局有限:\n\nMMORPG曾是中国最大的游戏品类,由于采用pay-to-win(花钱变强) 机制,其ARPU值非常高(人民币500-1000元不等)。\n但我们看到消费正在转向物有所值的游戏,MMORPG的流水正在萎缩 (2019-2023年的CAGR为-12%),并被新游戏所蚕食。\n\n海外投资初见成效,国际游戏业务势头强劲\n除了在国内”卷疯“的存量市场占据优势之外,腾讯能赢得大摩的青睐,也得益于海外投资初见成效,大摩在报告中写道:\n\n腾讯一直在通过建立自主游戏制作工作室和收购海外工作室来拓展海外游戏业务,这些投资已初见成效。\n2020-23年国际游戏的CAGR为15%,到2023年,国际游戏的收入占比达到30%(2019年为14%)。\n我们预计2023-25年国际游戏CAGR为11%。 \n\n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":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305766456008704,"gmtCreate":1715672698317,"gmtModify":1715672700080,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a>请教一下大家 老虎股可以碎卖吗[捂脸] ","listText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a>请教一下大家 老虎股可以碎卖吗[捂脸] ","text":"$比亚迪(002594)$ 请教一下大家 老虎股可以碎卖吗[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/305766456008704","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304015853412544,"gmtCreate":1715244064474,"gmtModify":1715244066141,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>值得关注的AIGC企业不少,通过AI应用赚钱,美图算是先行者了[抱拳] ","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>值得关注的AIGC企业不少,通过AI应用赚钱,美图算是先行者了[抱拳] ","text":"$美图公司(01357)$ 值得关注的AIGC企业不少,通过AI应用赚钱,美图算是先行者了[抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304015853412544","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263239684165968,"gmtCreate":1705298946100,"gmtModify":1705298947094,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>买美图是看好公司的发展 相信美图有大的前途","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>买美图是看好公司的发展 相信美图有大的前途","text":"$美图公司(01357)$ 买美图是看好公司的发展 相信美图有大的前途","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/263239684165968","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562745314185164","authorId":"3562745314185164","name":"米旺联盟","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"他自己内部人都不看好","text":"他自己内部人都不看好","html":"他自己内部人都不看好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201315740315656,"gmtCreate":1690185604222,"gmtModify":1690185605413,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>风物长宜放眼量!美图这份预告还是可以的...期待一下","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>风物长宜放眼量!美图这份预告还是可以的...期待一下","text":"$美图公司(01357)$ 风物长宜放眼量!美图这份预告还是可以的...期待一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/201315740315656","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562745314185164","authorId":"3562745314185164","name":"米旺联盟","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"利好也发完了,货也出得差不多了。应该要向下突破了","text":"利好也发完了,货也出得差不多了。应该要向下突破了","html":"利好也发完了,货也出得差不多了。应该要向下突破了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328778194002080,"gmtCreate":1721285325142,"gmtModify":1721285327186,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> 大家都在打造具备专业能力的AI,我还是很看好商汤的","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> 大家都在打造具备专业能力的AI,我还是很看好商汤的","text":"$商汤-W(00020)$ 大家都在打造具备专业能力的AI,我还是很看好商汤的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328778194002080","isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326291228037176,"gmtCreate":1720662596103,"gmtModify":1720662597663,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>怎么没啥动静呀[流泪] ","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>怎么没啥动静呀[流泪] ","text":"$京东(JD)$ 怎么没啥动静呀[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326291228037176","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326290661888056,"gmtCreate":1720662457882,"gmtModify":1720662459242,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>快手这波很不错呀","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>快手这波很不错呀","text":"$快手-W(01024)$ 快手这波很不错呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326290661888056","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316684470653096,"gmtCreate":1718343291245,"gmtModify":1718343292658,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>88vip差异化服务 算是利好吧","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>88vip差异化服务 算是利好吧","text":"$阿里巴巴(BABA)$ 88vip差异化服务 算是利好吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316684470653096","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311499581935872,"gmtCreate":1717075972201,"gmtModify":1717075973720,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>等不起了","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>等不起了","text":"$游戏驿站(GME)$ 等不起了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311499581935872","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306415073517744,"gmtCreate":1715843028922,"gmtModify":1715843321735,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"奇巧不蹊跷","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"菲特旗下伯克希尔·哈撒韦公司在美国证监会网站上最新披露的13F表格显示,今年一季度,伯克希尔减持1.16亿股苹果<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>股票,以平均股价计算,减持总市值约209亿美元(约合人民币1508亿元)。同时,伯克希尔还清仓了另一只科技股——惠普<a href=\"https://laohu8.com/S/HPQ\">$惠普(HPQ)$ </a>(2285万股)。 最新披露的持仓报告预示着,巴菲特重回熟悉领域。文件显示,自2023年下半年以来,伯克希尔大举建仓买入安达保险,截至今年一季度末,伯克希尔已累计购入近2600万股安达保险,累计持股价值约67亿美元(约合人民币484亿元)。这使得安达保险一跃成为伯克希尔的第九大重仓股。 当前,巴菲特的投资策略似乎正在转为防守。截至今年一季度末,伯克希尔的现金储备达1890亿美元(约合人民币13644亿元),同比增幅高达44.7%,创下历史新高。","listText":"菲特旗下伯克希尔·哈撒韦公司在美国证监会网站上最新披露的13F表格显示,今年一季度,伯克希尔减持1.16亿股苹果<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>股票,以平均股价计算,减持总市值约209亿美元(约合人民币1508亿元)。同时,伯克希尔还清仓了另一只科技股——惠普<a href=\"https://laohu8.com/S/HPQ\">$惠普(HPQ)$ </a>(2285万股)。 最新披露的持仓报告预示着,巴菲特重回熟悉领域。文件显示,自2023年下半年以来,伯克希尔大举建仓买入安达保险,截至今年一季度末,伯克希尔已累计购入近2600万股安达保险,累计持股价值约67亿美元(约合人民币484亿元)。这使得安达保险一跃成为伯克希尔的第九大重仓股。 当前,巴菲特的投资策略似乎正在转为防守。截至今年一季度末,伯克希尔的现金储备达1890亿美元(约合人民币13644亿元),同比增幅高达44.7%,创下历史新高。","text":"菲特旗下伯克希尔·哈撒韦公司在美国证监会网站上最新披露的13F表格显示,今年一季度,伯克希尔减持1.16亿股苹果$苹果(AAPL)$ 股票,以平均股价计算,减持总市值约209亿美元(约合人民币1508亿元)。同时,伯克希尔还清仓了另一只科技股——惠普$惠普(HPQ)$ (2285万股)。 最新披露的持仓报告预示着,巴菲特重回熟悉领域。文件显示,自2023年下半年以来,伯克希尔大举建仓买入安达保险,截至今年一季度末,伯克希尔已累计购入近2600万股安达保险,累计持股价值约67亿美元(约合人民币484亿元)。这使得安达保险一跃成为伯克希尔的第九大重仓股。 当前,巴菲特的投资策略似乎正在转为防守。截至今年一季度末,伯克希尔的现金储备达1890亿美元(约合人民币13644亿元),同比增幅高达44.7%,创下历史新高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306415073517744","isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}