Blackland的个人主页 - 老虎社区

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11-21 14:04

百度低于预期，股价表现不好

11-14

撒比公司，🌿

网易三季度营收262亿元略低于预期，经调整净利润75亿元

11-14

$网易(NTES)$ 移动游戏业绩不及预期，增长乏力。

11-13

$美元/离岸人民币(USDCNH.FOREX)$ 货币宽松，财政刺激，漂亮出口政策等指向大概率贬值，进行对冲

11-13

$恒生指数(HSI)$ 港股更理性，没有业绩支撑的企业为什么要涨

11-13

港股更理性，套死你

11-04

$上证指数(000001.SH)$ 不看好这样的行情，很难持续

10-19

$华润饮料(02460)$ 参与

10-19

$龙源电力(00916)$ 继续继续

10-16

估值贵的不得了预期又差

联博集团王耀维：中国股市是世界上最便宜、最具吸引力的市场之一，不仅要投资成长型公司也要关注价值型公司

10-16

💨，拿出有说服力的数据来，不要张口就来

抱歉，原内容已删除

10-16

放屁吧！马后炮

异动解读 | 三倍做多中国概念ETF夜盘大涨8.67%,释放中国经济韧性信号

10-16

信任比信心更重要。不存在牛市，顶多是结构性行情。收入下滑，失业裁员，各种歧视等已经压的小伙伴们喘不过气来，负担太重了。各类化债，最终是转移给了谁。

10-07

$美元/离岸人民币(USDCNH.FOREX)$

10-04

$美元/离岸人民币(USDCNH.FOREX)$

08-14

高开就全抛

腾讯第二季金融科技及企服收入504亿：同比增4% 拖累整体业绩

08-05

美股还能继续涨吗？大a如何

去老虎APP查看更多动态

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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\">2024-11-14 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>网易2024年第三季度营收262亿元，预估265.9亿元人民币。去年同期255亿元。</p><p>三季度非公认会计准则下归属于公司股东的净利润75亿元。</p><p>三季度毛利164.8亿元人民币，预估165.5亿元人民币。</p><p><strong>业务分项</strong></p><p style=\"text-align: start;\">第三季度在线游戏服务净收入208.6亿元人民币，预估207.1亿元人民币。</p><p style=\"text-align: start;\">第三季度创新及其他业务净收入17.7亿元人民币，预估20.7亿元人民币。</p><p style=\"text-align: start;\">第三季度网络游戏服务毛利润143.6亿元人民币，预估143亿元人民币。</p><p style=\"text-align: start;\">第三季度网络游戏服务毛利率68.8％，预估69.7％。</p><p><strong>回购</strong></p><p>从2023年1月10日截至2024年9月30日，公司回购约16亿美元美国存托股，其中2024年Q3回购5亿美元股份，较上季度增长98%，释放积极信号，进一步提振市场信心。</p><p>截至发稿，网易盘前涨幅近5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da2750c1861a1faad52544c3679b89ac\" tg-width=\"450\" tg-height=\"131\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a03d813fd4f071271a876c00a70846b","relate_stocks":{"09999":"网易-S","NTES":"网易"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179889604","content_text":"网易2024年第三季度营收262亿元，预估265.9亿元人民币。去年同期255亿元。三季度非公认会计准则下归属于公司股东的净利润75亿元。三季度毛利164.8亿元人民币，预估165.5亿元人民币。业务分项第三季度在线游戏服务净收入208.6亿元人民币，预估207.1亿元人民币。第三季度创新及其他业务净收入17.7亿元人民币，预估20.7亿元人民币。第三季度网络游戏服务毛利润143.6亿元人民币，预估143亿元人民币。第三季度网络游戏服务毛利率68.8％，预估69.7％。回购从2023年1月10日截至2024年9月30日，公司回购约16亿美元美国存托股，其中2024年Q3回购5亿美元股份，较上季度增长98%，释放积极信号，进一步提振市场信心。截至发稿，网易盘前涨幅近5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370973791326312,"gmtCreate":1731583734315,"gmtModify":1731583736083,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"<a 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港股更理性，没有业绩支撑的企业为什么要涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370565228728384","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370561826590728,"gmtCreate":1731483582864,"gmtModify":1731483584774,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"港股更理性，套死你","listText":"港股更理性，套死你","text":"港股更理性，套死你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370561826590728","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367265014177928,"gmtCreate":1730690449421,"gmtModify":1730690450804,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"<a 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17:32","market":"other","language":"zh","title":"联博集团王耀维：中国股市是世界上最便宜、最具吸引力的市场之一，不仅要投资成长型公司也要关注价值型公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2475395919","media":"新浪财经","summary":"　　王耀维表示，联博集团是全球的资产管理公司，有8000亿美元的在管资产，联博集团在中国的资产管理方面有着悠久历史，中国对联博集团来说是非常重要的市场。上世纪90年代，日本股市曾是世界上最昂贵的之一，而如今中国股市是世界上最便宜、最具吸引力的市场之一。在中国股市投资，要做的不仅仅是投资成长型公司，也要关注价值型公司。","content":"<html><body><div>\n<p> 专题：2024ESG全球领导者大会</p>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　　“2024 ESG全球领导者大会”于10月16日-18日在上海召开，联博集团亚太区负责任投资指导委员会联席主席，资深投资策略师兼亚洲股票业务发展主管王耀维（David Wong）主旨演讲。</p>\n<p>　　王耀维表示，联博集团是全球的资产管理公司，有8000亿美元的在管资产，联博集团在中国的资产管理方面有着悠久历史，中国对联博集团来说是非常重要的市场。联博集团旗下公募联博基金成立的时间点非常好。</p>\n<p>　　王耀维指出，在资产管理领域，资产管理的质量是一个重要的话题，金融资产的估值可能让人感到困惑，公司、行业、市场的估值是基于账面价格的，而一些科技公司的估值可能会高于其他同行业公司，这与公司质量有直接关系。中国证监会正在采取一系列措施来促进上市公司治理，与日本和韩国市场相比，中国证监会的一些举措可能更为先进，这些举措将有助于提高上市公司的质量和估值。</p>\n<p>　　王耀维认为，提高投资回报收益率，可以有几种方法，第一种是找到那些营收增长、利润增长的公司，第二种是寻找毛利率高的公司，第三种是执行股票回购的公司。</p>\n<p>　　中国股市和日本股市差异点，值得关注，其中，估值在股市中扮演着非常重要的角色。上世纪90年代，日本股市曾是世界上最昂贵的之一，而如今中国股市是世界上最便宜、最具吸引力的市场之一。中国与韩国股市之间存在一些可比性。在20世纪90年代，韩国经济增长迅速，但在2000年之后，增长放缓，因为经济变得更加成熟。目前，中国的经济转型似乎经历了二十年前韩国经历过的阶段。中国的投资回报可能会保持稳定，仍然存在赚钱的机会。在中国股市投资，要做的不仅仅是投资成长型公司，也要关注价值型公司。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/522/w794h528/20241016/d799-c9a179c53e6075019d92aebed34052cc.jpg\"/><span></span></div>\n<p>　　2024 ESG全球领导者大会由中信集团与新浪集团联合主办，新浪财经与<span><a href=\"https://laohu8.com/S/300788\">中信出版</a></span><span></span>集团承办。<span><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></span><span></span>为首席战略合作伙伴，中国<span><a href=\"https://laohu8.com/S/601939\">建设银行</a></span><span></span>、<span><a href=\"https://laohu8.com/S/601633\">长城汽车</a></span><span></span>为战略合作伙伴。</p>\n<div></div>\n<font>新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：常福强 </p>\n</div></body></html>","source":"sina","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>联博集团王耀维：中国股市是世界上最便宜、最具吸引力的市场之一，不仅要投资成长型公司也要关注价值型公司</title>\n<style 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Wong）主旨演讲。\n　　王耀维表示，联博集团是全球的资产管理公司，有8000亿美元的在管资产，联博集团在中国的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2024-10-16/doc-incstxux7258721.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2024-10-16/doc-incstxux7258721.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2475395919","content_text":"专题：2024ESG全球领导者大会\n　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　“2024 ESG全球领导者大会”于10月16日-18日在上海召开，联博集团亚太区负责任投资指导委员会联席主席，资深投资策略师兼亚洲股票业务发展主管王耀维（David Wong）主旨演讲。\n　　王耀维表示，联博集团是全球的资产管理公司，有8000亿美元的在管资产，联博集团在中国的资产管理方面有着悠久历史，中国对联博集团来说是非常重要的市场。联博集团旗下公募联博基金成立的时间点非常好。\n　　王耀维指出，在资产管理领域，资产管理的质量是一个重要的话题，金融资产的估值可能让人感到困惑，公司、行业、市场的估值是基于账面价格的，而一些科技公司的估值可能会高于其他同行业公司，这与公司质量有直接关系。中国证监会正在采取一系列措施来促进上市公司治理，与日本和韩国市场相比，中国证监会的一些举措可能更为先进，这些举措将有助于提高上市公司的质量和估值。\n　　王耀维认为，提高投资回报收益率，可以有几种方法，第一种是找到那些营收增长、利润增长的公司，第二种是寻找毛利率高的公司，第三种是执行股票回购的公司。\n　　中国股市和日本股市差异点，值得关注，其中，估值在股市中扮演着非常重要的角色。上世纪90年代，日本股市曾是世界上最昂贵的之一，而如今中国股市是世界上最便宜、最具吸引力的市场之一。中国与韩国股市之间存在一些可比性。在20世纪90年代，韩国经济增长迅速，但在2000年之后，增长放缓，因为经济变得更加成熟。目前，中国的经济转型似乎经历了二十年前韩国经历过的阶段。中国的投资回报可能会保持稳定，仍然存在赚钱的机会。在中国股市投资，要做的不仅仅是投资成长型公司，也要关注价值型公司。\n\n　　2024 ESG全球领导者大会由中信集团与新浪集团联合主办，新浪财经与中信出版集团承办。贵州茅台为首席战略合作伙伴，中国建设银行、长城汽车为战略合作伙伴。\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360631395610840,"gmtCreate":1729086188165,"gmtModify":1729086190051,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"💨，拿出有说服力的数据来，不要张口就来","listText":"💨，拿出有说服力的数据来，不要张口就来","text":"💨，拿出有说服力的数据来，不要张口就来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360631395610840","repostId":"2475965037","repostType":2,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360695942390016,"gmtCreate":1729085855826,"gmtModify":1729086370258,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"放屁吧！马后炮","listText":"放屁吧！马后炮","text":"放屁吧！马后炮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360695942390016","repostId":"1112516805","repostType":2,"repost":{"id":"1112516805","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1729066120,"share":"https://www.laohu8.com/m/news/1112516805?lang=&edition=full","pubTime":"2024-10-16 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-16 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月15日夜盘,特斯拉基金公司发行的三倍做多富时中国A50指数ETF(YINN)出现8.67%的大涨,引发了市场广泛关注。分析人士认为,这一夜盘行情反映了投资者对中国经济发展前景的乐观预期。</p>\n\n<p>近期有多项利好消息支撑了投资者对中国经济和股市的信心。首先,中国地产板块受到政策利好的提振而强势反弹。有消息指出,中国住建部将就\"促进房地产市场平稳健康发展\"召开发布会,释放了调控政策进一步利好的预期。此外,中美关系有望缓和,中国国家主席习近平表示中美应该互利共赢,为对方发展创造良好条件。</p>\n\n<p>同时,外资机构持续看好中国市场的发展潜力。世界知名酒店集团凯悦与中国房地产商华润置地达成战略合作,共同拓展中国市场。这反映了外商对中国经济环境的信心,以及中资民企良性发展的可持续性。从中长期来看,中国正在快速发展的创新生态系统,加之庞大的高素质消费群体,将持续为各行业注入新的动能。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112516805","content_text":"10月15日夜盘,特斯拉基金公司发行的三倍做多富时中国A50指数ETF(YINN)出现8.67%的大涨,引发了市场广泛关注。分析人士认为,这一夜盘行情反映了投资者对中国经济发展前景的乐观预期。\n近期有多项利好消息支撑了投资者对中国经济和股市的信心。首先,中国地产板块受到政策利好的提振而强势反弹。有消息指出,中国住建部将就\"促进房地产市场平稳健康发展\"召开发布会,释放了调控政策进一步利好的预期。此外,中美关系有望缓和,中国国家主席习近平表示中美应该互利共赢,为对方发展创造良好条件。\n同时,外资机构持续看好中国市场的发展潜力。世界知名酒店集团凯悦与中国房地产商华润置地达成战略合作,共同拓展中国市场。这反映了外商对中国经济环境的信心,以及中资民企良性发展的可持续性。从中长期来看,中国正在快速发展的创新生态系统,加之庞大的高素质消费群体,将持续为各行业注入新的动能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360630992445712,"gmtCreate":1729063061383,"gmtModify":1729063064511,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"信任比信心更重要。 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data-views=\"1\"></v-v>&nbsp;","text":"$美元/离岸人民币(USDCNH.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356566548418784","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338425419755816,"gmtCreate":1723631848402,"gmtModify":1723640455542,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"高开就全抛","listText":"高开就全抛","text":"高开就全抛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338425419755816","repostId":"2459123375","repostType":2,"repost":{"id":"2459123375","pubTimestamp":1723630021,"share":"https://www.laohu8.com/m/news/2459123375?lang=&edition=full","pubTime":"2024-08-14 18:07","market":"us","language":"zh","title":"腾讯第二季金融科技及企服收入504亿：同比增4% 拖累整体业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2459123375","media":"雷递网","summary":"腾讯控股（股份代号：700（港币柜台）及 80700（人民币柜台））今日发布财报。财报显示，腾讯控股2024年第二季度金融科技及企业服务业务收入为504亿元，同比增长4%。金融科技及企业服务业务收入拖累了腾讯整体收入增长。","content":"<html><body><p><img image_type=\"1\" img_=\"\" mime_type=\"image/png\" src=\"https://static.tigerbbs.com/bb53762195f9a4082e83a6aeb09cfb72\" web_uri=\"tos-cn-i-6w9my0ksvp/fa495bb7f2bd43e5b61f82062c916370\"/></p><p><span>雷递网 乐天 8月14日</span></p><p><span><span><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>（股份代号：700（港币柜台）及 80700（人民币柜台））今日发布财报。财报显示，腾讯控股2024年第二季度营收为1611亿元（226亿美元），较上年同期的1492亿元增长8%，较上一季度的1595亿元增长1%。</span></span></p><p><span><span>腾讯控股2024年第二季度增值服务业务营收为788亿元，同比增长6%，其中，游戏收入达到485亿元，同比增长9%。</span></span></p><p><span><span>腾讯控股2024年第二季度网络广告业务收入为299亿元，同比增长19%，主要受视频号及长视频的收入增长驱动。</span></span></p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/webp\" src=\"https://static.tigerbbs.com/ac5a24b3187c48c3b33d4142af068960\" web_uri=\"tos-cn-i-6w9my0ksvp/c84279352974471885ac4d0318a2cca8\"/></p><p><span>腾讯控股2024年第二季度金融科技及企业服务业务收入为504亿元，同比增长4%。金融科技及企业服务业务收入拖累了腾讯整体收入增长。</span></p><p><span><span>腾讯称，2024年第二季金融科技服务收入增速放缓至低个位数百分比，商业支付收入增速进一步放缓反映出消费支出增长缓慢，同时由于加强风险管控措施使得消费贷款服务收入下降，而理财服务收入录得双位数百分比增长。</span></span></p><p><span><span>企业服务业务收入实现十几个点的增长率，受益于云服务业务收入增长（包括企业微信商业化提升），以及视频号商家技术服务费的增长。</span></span></p><p><span><span>———————————————</span></span></p><p><span><span>雷递由媒体人雷建平创办，若转载请写明来源。</span></span></p></body></html>","source":"leinews_highlight","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>腾讯第二季金融科技及企服收入504亿：同比增4% 拖累整体业绩</title>\n<style 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href=\"https://www.leinews.com/n27404/detail.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20240814/6385925561616034923659899.png","relate_stocks":{"80700":"腾讯控股-R","IE0031814852.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) ACC","BK4588":"碎股","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0003851619.USD":"BNY MELLON ASIAN EQUITY \"B\" (USD) ACC","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) 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SGD"},"source_url":"https://www.leinews.com/n27404/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459123375","content_text":"雷递网 乐天 8月14日腾讯控股（股份代号：700（港币柜台）及 80700（人民币柜台））今日发布财报。财报显示，腾讯控股2024年第二季度营收为1611亿元（226亿美元），较上年同期的1492亿元增长8%，较上一季度的1595亿元增长1%。腾讯控股2024年第二季度增值服务业务营收为788亿元，同比增长6%，其中，游戏收入达到485亿元，同比增长9%。腾讯控股2024年第二季度网络广告业务收入为299亿元，同比增长19%，主要受视频号及长视频的收入增长驱动。腾讯控股2024年第二季度金融科技及企业服务业务收入为504亿元，同比增长4%。金融科技及企业服务业务收入拖累了腾讯整体收入增长。腾讯称，2024年第二季金融科技服务收入增速放缓至低个位数百分比，商业支付收入增速进一步放缓反映出消费支出增长缓慢，同时由于加强风险管控措施使得消费贷款服务收入下降，而理财服务收入录得双位数百分比增长。企业服务业务收入实现十几个点的增长率，受益于云服务业务收入增长（包括企业微信商业化提升），以及视频号商家技术服务费的增长。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335202367135936,"gmtCreate":1722868382090,"gmtModify":1722868606236,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"美股还能继续涨吗？大a如何","listText":"美股还能继续涨吗？大a如何","text":"美股还能继续涨吗？大a如何","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335202367135936","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":373314072146128,"gmtCreate":1732169075951,"gmtModify":1732169078072,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"百度低于预期，股价表现不好","listText":"百度低于预期，股价表现不好","text":"百度低于预期，股价表现不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/373314072146128","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"content":"百度肯定涨，因为预期实在太烂了","text":"百度肯定涨，因为预期实在太烂了","html":"百度肯定涨，因为预期实在太烂了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370973791326312,"gmtCreate":1731583734315,"gmtModify":1731583736083,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$&nbsp;</a><v-v data-views=\"0\"></v-v> 移动游戏业绩不及预期，增长乏力。","listText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$&nbsp;</a><v-v data-views=\"0\"></v-v> 移动游戏业绩不及预期，增长乏力。","text":"$网易(NTES)$ 移动游戏业绩不及预期，增长乏力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370973791326312","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371021791826008,"gmtCreate":1731595292107,"gmtModify":1731596083491,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"撒比公司，🌿","listText":"撒比公司，🌿","text":"撒比公司，🌿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371021791826008","repostId":"1179889604","repostType":2,"repost":{"id":"1179889604","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":1731573151,"share":"https://www.laohu8.com/m/news/1179889604?lang=&edition=full","pubTime":"2024-11-14 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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>网易三季度营收262亿元略低于预期，经调整净利润75亿元</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网易三季度营收262亿元略低于预期，经调整净利润75亿元\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\">2024-11-14 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>网易2024年第三季度营收262亿元，预估265.9亿元人民币。去年同期255亿元。</p><p>三季度非公认会计准则下归属于公司股东的净利润75亿元。</p><p>三季度毛利164.8亿元人民币，预估165.5亿元人民币。</p><p><strong>业务分项</strong></p><p style=\"text-align: start;\">第三季度在线游戏服务净收入208.6亿元人民币，预估207.1亿元人民币。</p><p style=\"text-align: start;\">第三季度创新及其他业务净收入17.7亿元人民币，预估20.7亿元人民币。</p><p style=\"text-align: start;\">第三季度网络游戏服务毛利润143.6亿元人民币，预估143亿元人民币。</p><p style=\"text-align: start;\">第三季度网络游戏服务毛利率68.8％，预估69.7％。</p><p><strong>回购</strong></p><p>从2023年1月10日截至2024年9月30日，公司回购约16亿美元美国存托股，其中2024年Q3回购5亿美元股份，较上季度增长98%，释放积极信号，进一步提振市场信心。</p><p>截至发稿，网易盘前涨幅近5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da2750c1861a1faad52544c3679b89ac\" tg-width=\"450\" tg-height=\"131\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a03d813fd4f071271a876c00a70846b","relate_stocks":{"09999":"网易-S","NTES":"网易"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179889604","content_text":"网易2024年第三季度营收262亿元，预估265.9亿元人民币。去年同期255亿元。三季度非公认会计准则下归属于公司股东的净利润75亿元。三季度毛利164.8亿元人民币，预估165.5亿元人民币。业务分项第三季度在线游戏服务净收入208.6亿元人民币，预估207.1亿元人民币。第三季度创新及其他业务净收入17.7亿元人民币，预估20.7亿元人民币。第三季度网络游戏服务毛利润143.6亿元人民币，预估143亿元人民币。第三季度网络游戏服务毛利率68.8％，预估69.7％。回购从2023年1月10日截至2024年9月30日，公司回购约16亿美元美国存托股，其中2024年Q3回购5亿美元股份，较上季度增长98%，释放积极信号，进一步提振市场信心。截至发稿，网易盘前涨幅近5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370569724907584,"gmtCreate":1731484920372,"gmtModify":1731484922074,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"<a 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继续","images":[{"img":"https://static.tigerbbs.com/94b1eaffdc006fb4765bc5455d283200","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361622741237968","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360697564242032,"gmtCreate":1729086259191,"gmtModify":1729086261096,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"估值贵的不得了预期又差","listText":"估值贵的不得了预期又差","text":"估值贵的不得了预期又差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360697564242032","repostId":"2475395919","repostType":2,"repost":{"id":"2475395919","pubTimestamp":1729071120,"share":"https://www.laohu8.com/m/news/2475395919?lang=&edition=full","pubTime":"2024-10-16 17:32","market":"other","language":"zh","title":"联博集团王耀维：中国股市是世界上最便宜、最具吸引力的市场之一，不仅要投资成长型公司也要关注价值型公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2475395919","media":"新浪财经","summary":"　　王耀维表示，联博集团是全球的资产管理公司，有8000亿美元的在管资产，联博集团在中国的资产管理方面有着悠久历史，中国对联博集团来说是非常重要的市场。上世纪90年代，日本股市曾是世界上最昂贵的之一，而如今中国股市是世界上最便宜、最具吸引力的市场之一。在中国股市投资，要做的不仅仅是投资成长型公司，也要关注价值型公司。","content":"<html><body><div>\n<p> 专题：2024ESG全球领导者大会</p>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　　“2024 ESG全球领导者大会”于10月16日-18日在上海召开，联博集团亚太区负责任投资指导委员会联席主席，资深投资策略师兼亚洲股票业务发展主管王耀维（David Wong）主旨演讲。</p>\n<p>　　王耀维表示，联博集团是全球的资产管理公司，有8000亿美元的在管资产，联博集团在中国的资产管理方面有着悠久历史，中国对联博集团来说是非常重要的市场。联博集团旗下公募联博基金成立的时间点非常好。</p>\n<p>　　王耀维指出，在资产管理领域，资产管理的质量是一个重要的话题，金融资产的估值可能让人感到困惑，公司、行业、市场的估值是基于账面价格的，而一些科技公司的估值可能会高于其他同行业公司，这与公司质量有直接关系。中国证监会正在采取一系列措施来促进上市公司治理，与日本和韩国市场相比，中国证监会的一些举措可能更为先进，这些举措将有助于提高上市公司的质量和估值。</p>\n<p>　　王耀维认为，提高投资回报收益率，可以有几种方法，第一种是找到那些营收增长、利润增长的公司，第二种是寻找毛利率高的公司，第三种是执行股票回购的公司。</p>\n<p>　　中国股市和日本股市差异点，值得关注，其中，估值在股市中扮演着非常重要的角色。上世纪90年代，日本股市曾是世界上最昂贵的之一，而如今中国股市是世界上最便宜、最具吸引力的市场之一。中国与韩国股市之间存在一些可比性。在20世纪90年代，韩国经济增长迅速，但在2000年之后，增长放缓，因为经济变得更加成熟。目前，中国的经济转型似乎经历了二十年前韩国经历过的阶段。中国的投资回报可能会保持稳定，仍然存在赚钱的机会。在中国股市投资，要做的不仅仅是投资成长型公司，也要关注价值型公司。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/522/w794h528/20241016/d799-c9a179c53e6075019d92aebed34052cc.jpg\"/><span></span></div>\n<p>　　2024 ESG全球领导者大会由中信集团与新浪集团联合主办，新浪财经与<span><a href=\"https://laohu8.com/S/300788\">中信出版</a></span><span></span>集团承办。<span><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></span><span></span>为首席战略合作伙伴，中国<span><a href=\"https://laohu8.com/S/601939\">建设银行</a></span><span></span>、<span><a href=\"https://laohu8.com/S/601633\">长城汽车</a></span><span></span>为战略合作伙伴。</p>\n<div></div>\n<font>新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：常福强 </p>\n</div></body></html>","source":"sina","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>联博集团王耀维：中国股市是世界上最便宜、最具吸引力的市场之一，不仅要投资成长型公司也要关注价值型公司</title>\n<style 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}\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联博集团王耀维：中国股市是世界上最便宜、最具吸引力的市场之一，不仅要投资成长型公司也要关注价值型公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-16 17:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2024-10-16/doc-incstxux7258721.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：2024ESG全球领导者大会\n　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　“2024 ESG全球领导者大会”于10月16日-18日在上海召开，联博集团亚太区负责任投资指导委员会联席主席，资深投资策略师兼亚洲股票业务发展主管王耀维（David Wong）主旨演讲。\n　　王耀维表示，联博集团是全球的资产管理公司，有8000亿美元的在管资产，联博集团在中国的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2024-10-16/doc-incstxux7258721.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2024-10-16/doc-incstxux7258721.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2475395919","content_text":"专题：2024ESG全球领导者大会\n　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　“2024 ESG全球领导者大会”于10月16日-18日在上海召开，联博集团亚太区负责任投资指导委员会联席主席，资深投资策略师兼亚洲股票业务发展主管王耀维（David Wong）主旨演讲。\n　　王耀维表示，联博集团是全球的资产管理公司，有8000亿美元的在管资产，联博集团在中国的资产管理方面有着悠久历史，中国对联博集团来说是非常重要的市场。联博集团旗下公募联博基金成立的时间点非常好。\n　　王耀维指出，在资产管理领域，资产管理的质量是一个重要的话题，金融资产的估值可能让人感到困惑，公司、行业、市场的估值是基于账面价格的，而一些科技公司的估值可能会高于其他同行业公司，这与公司质量有直接关系。中国证监会正在采取一系列措施来促进上市公司治理，与日本和韩国市场相比，中国证监会的一些举措可能更为先进，这些举措将有助于提高上市公司的质量和估值。\n　　王耀维认为，提高投资回报收益率，可以有几种方法，第一种是找到那些营收增长、利润增长的公司，第二种是寻找毛利率高的公司，第三种是执行股票回购的公司。\n　　中国股市和日本股市差异点，值得关注，其中，估值在股市中扮演着非常重要的角色。上世纪90年代，日本股市曾是世界上最昂贵的之一，而如今中国股市是世界上最便宜、最具吸引力的市场之一。中国与韩国股市之间存在一些可比性。在20世纪90年代，韩国经济增长迅速，但在2000年之后，增长放缓，因为经济变得更加成熟。目前，中国的经济转型似乎经历了二十年前韩国经历过的阶段。中国的投资回报可能会保持稳定，仍然存在赚钱的机会。在中国股市投资，要做的不仅仅是投资成长型公司，也要关注价值型公司。\n\n　　2024 ESG全球领导者大会由中信集团与新浪集团联合主办，新浪财经与中信出版集团承办。贵州茅台为首席战略合作伙伴，中国建设银行、长城汽车为战略合作伙伴。\n\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360631395610840,"gmtCreate":1729086188165,"gmtModify":1729086190051,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"💨，拿出有说服力的数据来，不要张口就来","listText":"💨，拿出有说服力的数据来，不要张口就来","text":"💨，拿出有说服力的数据来，不要张口就来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360631395610840","repostId":"2475965037","repostType":2,"repost":{"id":"2475965037","pubTimestamp":1729076599,"share":"https://www.laohu8.com/m/news/2475965037?lang=&edition=full","pubTime":"2024-10-16 19:03","market":"sh","language":"zh","title":"抛印度买中国！美银最新调查：全球基金经理正争相涌入中国股市","url":"https://stock-news.laohu8.com/highlight/detail?id=2475965037","media":"智通财经","summary":"智通财经APP获悉，美国银行证券的一项调查显示，在亚洲最大经济体中国推出刺激计划后，全球基金经理增加了对中国的投资，而牺牲了印度的配置。上周六，中国承诺将大幅增加债务，以重振经济。美国银行的调查显示，他们重新关注中国，代价是他们减少了对印度股市的配置。今年8月，相对于那些减持的基金经理，大量基金经理增持了印度股票。","content":"<html><body><p>智通财经APP获悉，美国银行证券的一项调查显示，在亚洲最大经济体中国推出刺激计划后，全球基金经理增加了对中国的投资，而牺牲了印度的配置。</p><p>上周六，中国承诺将大幅增加债务，以重振经济。与此同时，央行9月宣布了疫情以来最激进的货币支持措施。</p><p>美国银行证券在周二的一份报告中表示：“在政策转向后，对中国的增长预期重新活跃起来。”</p><p>“(调查)参与者认为这次有所不同，因为他们放弃了在其他地方寻找机会，转而将目光投向中国。”</p><p>美国银行的调查显示，他们重新关注中国，代价是他们减少了对印度股市的配置。</p><p>10月迄今为止，外国投资者已从印度股市撤出近80亿美元，这将是自2020年3月疫情恐慌高峰期以来最大的资金外流。</p><p>今年8月，相对于那些减持的基金经理，大量基金经理增持了印度股票。而根据最新调查，他们现在已经改变了立场。但调查没有具体说明他们是否对印度股票已转向减持或保持中性。</p><p><img src=\"https://img.zhitongcaijing.com/image/20241016/1729076303148228.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1729076303148228.png\"/></p><p>对中国的态度发生转变之际，分析师同时也在提醒投资者注意印度股市的高估值，在外国资金外流的背景下，印度股市一直在徘徊不前。</p><p>目前，印度基准Nifty 50指数较9月最后一周创下的历史新高下跌了约5%。</p><p>与此同时，中国主要股指上周攀升至两年多来的最高点。</p><p>Edelweiss Asset Management总裁兼股票首席投资官Tridep Bhattacharya表示：“就估值而言，中国市场已变得具有相当大的吸引力，再加上对刺激计划的预期，吸引了资本。”</p><p>美国银行的数据显示，印度股市12个月远期市盈率为24倍，比过去10年的平均水平高出约23%。中国为10.7倍，比长期平均水平低约7%。</p></body></html>","source":"stock_zhitongcaijing","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>抛印度买中国！美银最新调查：全球基金经理正争相涌入中国股市</title>\n<style 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}\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抛印度买中国！美银最新调查：全球基金经理正争相涌入中国股市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-16 19:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1194938.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国银行证券的一项调查显示，在亚洲最大经济体中国推出刺激计划后，全球基金经理增加了对中国的投资，而牺牲了印度的配置。上周六，中国承诺将大幅增加债务，以重振经济。与此同时，央行9月宣布了疫情以来最激进的货币支持措施。美国银行证券在周二的一份报告中表示：“在政策转向后，对中国的增长预期重新活跃起来。”“(调查)参与者认为这次有所不同，因为他们放弃了在其他地方寻找机会，转而将目光投向...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1194938.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"http://www.zhitongcaijing.com/content/detail/1194938.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2475965037","content_text":"智通财经APP获悉，美国银行证券的一项调查显示，在亚洲最大经济体中国推出刺激计划后，全球基金经理增加了对中国的投资，而牺牲了印度的配置。上周六，中国承诺将大幅增加债务，以重振经济。与此同时，央行9月宣布了疫情以来最激进的货币支持措施。美国银行证券在周二的一份报告中表示：“在政策转向后，对中国的增长预期重新活跃起来。”“(调查)参与者认为这次有所不同，因为他们放弃了在其他地方寻找机会，转而将目光投向中国。”美国银行的调查显示，他们重新关注中国，代价是他们减少了对印度股市的配置。10月迄今为止，外国投资者已从印度股市撤出近80亿美元，这将是自2020年3月疫情恐慌高峰期以来最大的资金外流。今年8月，相对于那些减持的基金经理，大量基金经理增持了印度股票。而根据最新调查，他们现在已经改变了立场。但调查没有具体说明他们是否对印度股票已转向减持或保持中性。对中国的态度发生转变之际，分析师同时也在提醒投资者注意印度股市的高估值，在外国资金外流的背景下，印度股市一直在徘徊不前。目前，印度基准Nifty 50指数较9月最后一周创下的历史新高下跌了约5%。与此同时，中国主要股指上周攀升至两年多来的最高点。Edelweiss Asset Management总裁兼股票首席投资官Tridep Bhattacharya表示：“就估值而言，中国市场已变得具有相当大的吸引力，再加上对刺激计划的预期，吸引了资本。”美国银行的数据显示，印度股市12个月远期市盈率为24倍，比过去10年的平均水平高出约23%。中国为10.7倍，比长期平均水平低约7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360695942390016,"gmtCreate":1729085855826,"gmtModify":1729086370258,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"放屁吧！马后炮","listText":"放屁吧！马后炮","text":"放屁吧！马后炮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360695942390016","repostId":"1112516805","repostType":2,"repost":{"id":"1112516805","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1729066120,"share":"https://www.laohu8.com/m/news/1112516805?lang=&edition=full","pubTime":"2024-10-16 16:08","market":"us","language":"zh","title":"异动解读 | 三倍做多中国概念ETF夜盘大涨8.67%,释放中国经济韧性信号","url":"https://stock-news.laohu8.com/highlight/detail?id=1112516805","media":"异动解读","summary":"10月15日夜盘,特斯拉基金公司发行的三倍做多富时中国A50指数ETF出现8.67%的大涨,引发了市场广泛关注。分析人士认为,这一夜盘行情反映了投资者对中国经济发展前景的乐观预期。近期有多项利好消息支撑了投资者对中国经济和股市的信心。同时,外资机构持续看好中国市场的发展潜力。这反映了外商对中国经济环境的信心,以及中资民企良性发展的可持续性。","content":"<p>10月15日夜盘,特斯拉基金公司发行的三倍做多富时中国A50指数ETF(YINN)出现8.67%的大涨,引发了市场广泛关注。分析人士认为,这一夜盘行情反映了投资者对中国经济发展前景的乐观预期。</p>\n\n<p>近期有多项利好消息支撑了投资者对中国经济和股市的信心。首先,中国地产板块受到政策利好的提振而强势反弹。有消息指出,中国住建部将就\"促进房地产市场平稳健康发展\"召开发布会,释放了调控政策进一步利好的预期。此外,中美关系有望缓和,中国国家主席习近平表示中美应该互利共赢,为对方发展创造良好条件。</p>\n\n<p>同时,外资机构持续看好中国市场的发展潜力。世界知名酒店集团凯悦与中国房地产商华润置地达成战略合作,共同拓展中国市场。这反映了外商对中国经济环境的信心,以及中资民企良性发展的可持续性。从中长期来看,中国正在快速发展的创新生态系统,加之庞大的高素质消费群体,将持续为各行业注入新的动能。</p>","source":"ai_movement_cn","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>异动解读 | 三倍做多中国概念ETF夜盘大涨8.67%,释放中国经济韧性信号</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; 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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异动解读 | 三倍做多中国概念ETF夜盘大涨8.67%,释放中国经济韧性信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-16 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月15日夜盘,特斯拉基金公司发行的三倍做多富时中国A50指数ETF(YINN)出现8.67%的大涨,引发了市场广泛关注。分析人士认为,这一夜盘行情反映了投资者对中国经济发展前景的乐观预期。</p>\n\n<p>近期有多项利好消息支撑了投资者对中国经济和股市的信心。首先,中国地产板块受到政策利好的提振而强势反弹。有消息指出,中国住建部将就\"促进房地产市场平稳健康发展\"召开发布会,释放了调控政策进一步利好的预期。此外,中美关系有望缓和,中国国家主席习近平表示中美应该互利共赢,为对方发展创造良好条件。</p>\n\n<p>同时,外资机构持续看好中国市场的发展潜力。世界知名酒店集团凯悦与中国房地产商华润置地达成战略合作,共同拓展中国市场。这反映了外商对中国经济环境的信心,以及中资民企良性发展的可持续性。从中长期来看,中国正在快速发展的创新生态系统,加之庞大的高素质消费群体,将持续为各行业注入新的动能。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112516805","content_text":"10月15日夜盘,特斯拉基金公司发行的三倍做多富时中国A50指数ETF(YINN)出现8.67%的大涨,引发了市场广泛关注。分析人士认为,这一夜盘行情反映了投资者对中国经济发展前景的乐观预期。\n近期有多项利好消息支撑了投资者对中国经济和股市的信心。首先,中国地产板块受到政策利好的提振而强势反弹。有消息指出,中国住建部将就\"促进房地产市场平稳健康发展\"召开发布会,释放了调控政策进一步利好的预期。此外,中美关系有望缓和,中国国家主席习近平表示中美应该互利共赢,为对方发展创造良好条件。\n同时,外资机构持续看好中国市场的发展潜力。世界知名酒店集团凯悦与中国房地产商华润置地达成战略合作,共同拓展中国市场。这反映了外商对中国经济环境的信心,以及中资民企良性发展的可持续性。从中长期来看,中国正在快速发展的创新生态系统,加之庞大的高素质消费群体,将持续为各行业注入新的动能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360630992445712,"gmtCreate":1729063061383,"gmtModify":1729063064511,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4160227637143462","authorIdStr":"4160227637143462"},"themes":[],"htmlText":"信任比信心更重要。 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