Blackland的个人主页 - 老虎社区

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0勋章

11-28

$美元/离岸人民币(USDCNH.FOREX)$ 经济太差，明年出口将大幅下滑，要不要保。国内再怎么刺激，保障差人不敢花钱，消费起不来，消费不是靠刺激的

11-21

百度低于预期，股价表现不好

11-14

$网易(NTES)$ 移动游戏业绩不及预期，增长乏力。

12-06

只会往差了改。还抱有幻想那😂

港股异动 | CRO概念股涨幅扩大药明康德(02359)一度升12% 传美国立法者考虑对生物安全法案进行更改

12-06

下滑大家都知道。但是就不愿意承认

12-06

刺激毛线

A股突发分析人士：市场可能预期会有刺激政策出台

12-02

$上证指数(000001.SH)$ 软妹币狂扁，短期会有回调

12-02

寒武纪这种大拉基真是没任何期待可言

上证50突发：寒武纪调入，兆易创新调出！

12-02

腊鸡狂五，上下乱飞

A股午评：三大指数均涨超1% 海南自贸板块大涨

11-27

$恒生指数(HSI)$ 经济恢复乏力

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

11-13

$美元/离岸人民币(USDCNH.FOREX)$ 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

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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1221277.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2489473117","content_text":"智通财经APP获悉，CRO概念股涨幅进一步扩大，截至发稿，药明康德(02359)涨10%，报55港元；康龙化成(03759)涨8.12%，报14.64港元；药明生物(02269)涨7.02%，报17.6港元；昭衍新药(06127)涨5.62%，报9.4港元。消息面上，市场消息称，美国立法者正考虑对法案进行更改，妥协版本内容包括增加对相关公司行政审查环节，而非自动禁止生物制药公司与中国公司合作。这些潜在的修订涉及立法中专门点名中国公司的关键部分。民生证券近期研报指出，关注2024年12月参议院日程及排期，单独立法方面H.R.8333相关进展；美联储降息50bp，biotech融资端有望延续上半年改善趋势，以海外客户为主要订单和收入贡献的CXO龙头有望进一步回暖。","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378529155875168,"gmtCreate":1733457063716,"gmtModify":1733457066136,"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":"下滑大家都知道。但是就不愿意承认","listText":"下滑大家都知道。但是就不愿意承认","text":"下滑大家都知道。但是就不愿意承认","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378529155875168","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378527416058232,"gmtCreate":1733456642094,"gmtModify":1733456644756,"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":"刺激毛线","listText":"刺激毛线","text":"刺激毛线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378527416058232","repostId":"2489429776","repostType":2,"repost":{"id":"2489429776","kind":"live","pubTimestamp":1733456307,"share":"https://www.laohu8.com/m/news/2489429776?lang=&edition=full","pubTime":"2024-12-06 11:38","market":"us","language":"zh","title":"A股突发 分析人士：市场可能预期会有刺激政策出台","url":"https://stock-news.laohu8.com/highlight/detail?id=2489429776","media":"美港电讯","summary":"【A股突发 分析人士：市场可能预期会有刺激政策出台】金十数据12月6日讯，今天早盘，A股突然打破平静。A50直线拉升，涨幅快速超过1%。上午11点附近，A股三大指数集体涨超1%，其中创业板指涨近2%。","content":"<html><body><p>【A股突发 分析人士：市场可能预期会有刺激政策出台】金十数据12月6日讯，今天早盘，A股突然打破平静。A50直线拉升，涨幅快速超过1%。上午11点附近，A股三大指数集体涨超1%，其中创业板指涨近2%。低价股、AI应用、大金融、大基建等方向领涨，沪深京三市上涨个股超4000只。恒指涨超1%，恒生科技指数亦涨超1%。药明康德涨超5%，药明生物涨超4%。那么，究竟有何利好刺激？分析人士认为，一方面是近期利好持续积累；另一方面亦是抵达了年底两大会议的时间窗口，市场可能预期会有刺激政策出台。</p></body></html>","source":"live_meigang","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>A股突发 分析人士：市场可能预期会有刺激政策出台</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股突发 分析人士：市场可能预期会有刺激政策出台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-06 11:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【A股突发 分析人士：市场可能预期会有刺激政策出台】金十数据12月6日讯，今天早盘，A股突然打破平静。A50直线拉升，涨幅快速超过1%。上午11点附近，A股三大指数集体涨超1%，其中创业板指涨近2%。低价股、AI应用、大金融、大基建等方向领涨，沪深京三市上涨个股超4000只。恒指涨超1%，恒生科技指数亦涨超1%。药明康德涨超5%，药明生物涨超4%。那么，究竟有何利好刺激？分析人士认为，一方面是近期...</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159601":"A50","159940":"金融","159982":"中证500","399001":"深证成指","399006":"创业板指","399300":"沪深300","510030":"价值ETF","510050":"上证50ETF","512550":"A50ETF基金","513600":"恒生指数ETF","603259":"药明康德","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","YXI":"ProShares做空FTSE中国50ETF","02833":"恒指ETF","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","02359":"药明康德","BK0216":"研究试验","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA 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分析人士：市场可能预期会有刺激政策出台】金十数据12月6日讯，今天早盘，A股突然打破平静。A50直线拉升，涨幅快速超过1%。上午11点附近，A股三大指数集体涨超1%，其中创业板指涨近2%。低价股、AI应用、大金融、大基建等方向领涨，沪深京三市上涨个股超4000只。恒指涨超1%，恒生科技指数亦涨超1%。药明康德涨超5%，药明生物涨超4%。那么，究竟有何利好刺激？分析人士认为，一方面是近期利好持续积累；另一方面亦是抵达了年底两大会议的时间窗口，市场可能预期会有刺激政策出台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377207759786032,"gmtCreate":1733116719033,"gmtModify":1733118217913,"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/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 软妹币狂扁，短期会有回调","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 软妹币狂扁，短期会有回调","text":"$上证指数(000001.SH)$ 软妹币狂扁，短期会有回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377207759786032","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377183604724000,"gmtCreate":1733110889759,"gmtModify":1733110891828,"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":"寒武纪这种大拉基真是没任何期待可言","listText":"寒武纪这种大拉基真是没任何期待可言","text":"寒武纪这种大拉基真是没任何期待可言","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377183604724000","repostId":"2488058205","repostType":2,"repost":{"id":"2488058205","kind":"news","pubTimestamp":1732982197,"share":"https://www.laohu8.com/m/news/2488058205?lang=&edition=full","pubTime":"2024-11-30 23:56","market":"sh","language":"zh","title":"上证50突发：寒武纪调入，兆易创新调出！","url":"https://stock-news.laohu8.com/highlight/detail?id=2488058205","media":"半导体行业联盟","summary":"11月29日，上交所发布《关于上证50、上证180、上证380等指数定期调整结果的公告》。其中，上证50指数更换5只样本，赛力斯、中国中车、京沪高铁、洛阳钼业、寒武纪调入，特变电工、上汽集团、片仔癀、中国电建、兆易创新调出。上证50指数调样后，业绩增速改善，表征性明显提升，指数质量和行业分布得到进一步优化。上证180指数本次修订新设置个股、前五大样本权重上限，新增行业均衡规则。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001715840v2013y4cbjvi6b8\"/><img src=\"\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001741287v201j7golcxfapf\"/><p>11月29日，上交所发布《关于上证50、上证180、上证380等指数定期调整结果的公告》。</p><p><strong><a href=\"https://laohu8.com/S/688256\">寒武纪</a>调入上证50，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>调出上证50！</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001742523v201paiarr92rdb\"/><p>根据指数规则，经指数专家委员会审议，上海证券交易所与中证指数有限公司决定调整上证50、上证180、上证380、科创50等指数样本，于2024年12月13日收市后生效。</p><p>其中，上证50指数更换5只样本，<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/601766\">中国中车</a>、<a href=\"https://laohu8.com/S/601816\">京沪高铁</a>、<a href=\"https://laohu8.com/S/603993\">洛阳钼业</a>、寒武纪调入，<strong><a href=\"https://laohu8.com/S/600089\">特变电工</a>、<a href=\"https://laohu8.com/S/600104\">上汽集团</a>、<a href=\"https://laohu8.com/S/600436\">片仔癀</a>、<a href=\"https://laohu8.com/S/601669\">中国电建</a>、兆易创新调出</strong>。上证180指数更换18只样本，上证380指数更换38只样本，科创50指数样本无变动。</p><p>上证50指数调样后，业绩增速改善，表征性明显提升，指数质量和行业分布得到进一步优化。2024年前三季度归母<span>净利润</span>同比增速从6.8%提升至8.2%，显示出沪市龙头公司较强的经营韧性。指数总市值20.1万亿元，市值覆盖率达到38.8%，小幅提升0.8个百分点。工业、信息技术行业权重分别上升1.3%、0.3%，金融行业权重下降0.6%。</p><p>值得注意的是，本次调整上证180指数编制方案修订一并实施，“新经济”权重大幅提升，收益表现优化，将更好地反映资本市场结构变化和产业转型升级趋势。上证180指数本次修订新设置个股、前五大样本权重上限，新增行业均衡规则。一是指数总市值31.7万亿元，市值覆盖率达到61%，提升2.4个百分点。二是信息技术、医药卫生、工业、通信服务行业合计权重提升9.9%，样本权重行业分布基本与沪市整体行业特征保持一致。三是120余家成分股公司为国企央企，合计权重约七成，在境内主要规模指数中居首，是沪市上市公司的基本盘和压舱石。四是指数收益率、稳定性进一步提升，近十年年化收益率提升约1个百分点，年化波动率降低0.1个百分点，近三年样本周转率下降至约8%。</p><p>修订后，上证180作为上证宽基指数体系的“中枢”指数，将与上证50、上证380等指数更好地共同表征沪市上市公司的整体表现。上交所表示，未来还将持续进行研究评估，倾听市场意见，推动指数编制方法与时俱进，更具科学性与合理性。</p><p>具体指数样本调整名单如下：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001744578v2015y2mb6vv3rz\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001745115v201swgtmdz5a5s\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001745801v201clkkz3lkatg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001747429v201svcwprpa0gy\"/><p><strong>点击卡片关注，星标 芯榜、车榜</strong></p><p><strong>知芯片事、答天下问</strong></p><p><strong>辛苦点点</strong><strong>“在看“</strong></p></article></body></html>","source":"tencent","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>上证50突发：寒武纪调入，兆易创新调出！</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; 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241201001749a261e2a6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"603986":"兆易创新","688256":"寒武纪","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0231":"软件信息","BK0102":"重组","BK0132":"高送转概念","BK0214":"IT设备","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) 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经济恢复乏力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375496288710872","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"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":196,"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":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","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":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{ 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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":260,"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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参与","listText":"<a href=\"https://laohu8.com/S/02460\">$华润饮料(02460)$ </a> 参与","text":"$华润饮料(02460)$ 参与","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361622987046984","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361622741237968,"gmtCreate":1729305438126,"gmtModify":1729305442287,"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/00916\">$龙源电力(00916)$ </a>继续 继续","listText":"<a href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$ </a>继续 继续","text":"$龙源电力(00916)$ 继续 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":455,"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","kind":"news","pubTimestamp":1729071120,"share":"https://www.laohu8.com/m/news/2475395919?lang=&edition=full","pubTime":"2024-10-16 17:32","market":"sg","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":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","YINN":"三倍做多富时中国ETF-Direxion"},"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":201,"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","kind":"news","pubTimestamp":1729076599,"share":"https://www.laohu8.com/m/news/2475965037?lang=&edition=full","pubTime":"2024-10-16 19:03","market":"hk","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 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":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","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":156,"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","kind":"news","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":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":375638063919552,"gmtCreate":1732750194774,"gmtModify":1732750196367,"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/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$&nbsp;</a><v-v data-views=\"0\"></v-v> 经济太差，明年出口将大幅下滑，要不要保。国内再怎么刺激，保障差人不敢花钱，消费起不来，消费不是靠刺激的","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$&nbsp;</a><v-v data-views=\"0\"></v-v> 经济太差，明年出口将大幅下滑，要不要保。国内再怎么刺激，保障差人不敢花钱，消费起不来，消费不是靠刺激的","text":"$美元/离岸人民币(USDCNH.FOREX)$ 经济太差，明年出口将大幅下滑，要不要保。国内再怎么刺激，保障差人不敢花钱，消费起不来，消费不是靠刺激的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375638063919552","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108280477106530","authorId":"4108280477106530","name":"Hermione","avatar":"https://static.tigerbbs.com/ecab3917ef338b7627fc458d472544c0","crmLevel":1,"crmLevelSwitch":0,"idStr":"4108280477106530","authorIdStr":"4108280477106530"},"content":"哈哈哈哈，就发消费券吧","text":"哈哈哈哈，就发消费券吧","html":"哈哈哈哈，就发消费券吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"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":196,"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":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378565432684984,"gmtCreate":1733465932853,"gmtModify":1733465935921,"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":"只会往差了改。还抱有幻想那😂","listText":"只会往差了改。还抱有幻想那😂","text":"只会往差了改。还抱有幻想那😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378565432684984","repostId":"2489473117","repostType":2,"repost":{"id":"2489473117","kind":"news","pubTimestamp":1733463302,"share":"https://www.laohu8.com/m/news/2489473117?lang=&edition=full","pubTime":"2024-12-06 13:35","market":"us","language":"zh","title":"港股异动 | CRO概念股涨幅扩大 药明康德(02359)一度升12% 传美国立法者考虑对生物安全法案进行更改","url":"https://stock-news.laohu8.com/highlight/detail?id=2489473117","media":"智通财经","summary":"智通财经APP获悉，CRO概念股涨幅进一步扩大，截至发稿，药明康德涨10%，报55港元；康龙化成涨8.12%，报14.64港元；药明生物涨7.02%，报17.6港元；昭衍新药涨5.62%，报9.4港元。消息面上，市场消息称，美国立法者正考虑对法案进行更改，妥协版本内容包括增加对相关公司行政审查环节，而非自动禁止生物制药公司与中国公司合作。这些潜在的修订涉及立法中专门点名中国公司的关键部分。","content":"<html><body><p>智通财经APP获悉，CRO概念股涨幅进一步扩大，截至发稿，<a href=\"https://laohu8.com/S/603259\">药明康德</a>(02359)涨10%，报55港元；<a href=\"https://laohu8.com/S/300759\">康龙化成</a>(03759)涨8.12%，报14.64港元；<a href=\"https://laohu8.com/S/02269\">药明生物</a>(02269)涨7.02%，报17.6港元；<a href=\"https://laohu8.com/S/603127\">昭衍新药</a>(06127)涨5.62%，报9.4港元。</p><p>消息面上，市场消息称，美国立法者正考虑对法案进行更改，妥协版本内容包括增加对相关公司行政审查环节，而非自动禁止生物制药公司与中国公司合作。这些潜在的修订涉及立法中专门点名中国公司的关键部分。</p><p>民生证券近期研报指出，关注2024年12月参议院日程及排期，单独立法方面H.R.8333相关进展；美联储降息50bp，biotech融资端有望延续上半年改善趋势，以海外客户为主要订单和收入贡献的CXO龙头有望进一步回暖。</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>港股异动 | CRO概念股涨幅扩大 药明康德(02359)一度升12% 传美国立法者考虑对生物安全法案进行更改</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | CRO概念股涨幅扩大 药明康德(02359)一度升12% 传美国立法者考虑对生物安全法案进行更改\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-06 13:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1221277.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，CRO概念股涨幅进一步扩大，截至发稿，药明康德(02359)涨10%，报55港元；康龙化成(03759)涨8.12%，报14.64港元；药明生物(02269)涨7.02%，报17.6港元；昭衍新药(06127)涨5.62%，报9.4港元。消息面上，市场消息称，美国立法者正考虑对法案进行更改，妥协版本内容包括增加对相关公司行政审查环节，而非自动禁止生物制药公司与中国公司合作。这些...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1221277.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"603259":"药明康德","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU1997245177.USD":"安联神洲A股基金","BK1583":"高瓴概念","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0823426308.USD":"法巴中国股票基金","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0327786744.USD":"Janus Henderson 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11:38","market":"us","language":"zh","title":"A股突发 分析人士：市场可能预期会有刺激政策出台","url":"https://stock-news.laohu8.com/highlight/detail?id=2489429776","media":"美港电讯","summary":"【A股突发 分析人士：市场可能预期会有刺激政策出台】金十数据12月6日讯，今天早盘，A股突然打破平静。A50直线拉升，涨幅快速超过1%。上午11点附近，A股三大指数集体涨超1%，其中创业板指涨近2%。","content":"<html><body><p>【A股突发 分析人士：市场可能预期会有刺激政策出台】金十数据12月6日讯，今天早盘，A股突然打破平静。A50直线拉升，涨幅快速超过1%。上午11点附近，A股三大指数集体涨超1%，其中创业板指涨近2%。低价股、AI应用、大金融、大基建等方向领涨，沪深京三市上涨个股超4000只。恒指涨超1%，恒生科技指数亦涨超1%。药明康德涨超5%，药明生物涨超4%。那么，究竟有何利好刺激？分析人士认为，一方面是近期利好持续积累；另一方面亦是抵达了年底两大会议的时间窗口，市场可能预期会有刺激政策出台。</p></body></html>","source":"live_meigang","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>A股突发 分析人士：市场可能预期会有刺激政策出台</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159601":"A50","159940":"金融","159982":"中证500","399001":"深证成指","399006":"创业板指","399300":"沪深300","510030":"价值ETF","510050":"上证50ETF","512550":"A50ETF基金","513600":"恒生指数ETF","603259":"药明康德","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","YXI":"ProShares做空FTSE中国50ETF","02833":"恒指ETF","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","02359":"药明康德","BK0216":"研究试验","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA 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分析人士：市场可能预期会有刺激政策出台】金十数据12月6日讯，今天早盘，A股突然打破平静。A50直线拉升，涨幅快速超过1%。上午11点附近，A股三大指数集体涨超1%，其中创业板指涨近2%。低价股、AI应用、大金融、大基建等方向领涨，沪深京三市上涨个股超4000只。恒指涨超1%，恒生科技指数亦涨超1%。药明康德涨超5%，药明生物涨超4%。那么，究竟有何利好刺激？分析人士认为，一方面是近期利好持续积累；另一方面亦是抵达了年底两大会议的时间窗口，市场可能预期会有刺激政策出台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377207759786032,"gmtCreate":1733116719033,"gmtModify":1733118217913,"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/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 软妹币狂扁，短期会有回调","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 软妹币狂扁，短期会有回调","text":"$上证指数(000001.SH)$ 软妹币狂扁，短期会有回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377207759786032","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377183604724000,"gmtCreate":1733110889759,"gmtModify":1733110891828,"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":"寒武纪这种大拉基真是没任何期待可言","listText":"寒武纪这种大拉基真是没任何期待可言","text":"寒武纪这种大拉基真是没任何期待可言","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377183604724000","repostId":"2488058205","repostType":2,"repost":{"id":"2488058205","kind":"news","pubTimestamp":1732982197,"share":"https://www.laohu8.com/m/news/2488058205?lang=&edition=full","pubTime":"2024-11-30 23:56","market":"sh","language":"zh","title":"上证50突发：寒武纪调入，兆易创新调出！","url":"https://stock-news.laohu8.com/highlight/detail?id=2488058205","media":"半导体行业联盟","summary":"11月29日，上交所发布《关于上证50、上证180、上证380等指数定期调整结果的公告》。其中，上证50指数更换5只样本，赛力斯、中国中车、京沪高铁、洛阳钼业、寒武纪调入，特变电工、上汽集团、片仔癀、中国电建、兆易创新调出。上证50指数调样后，业绩增速改善，表征性明显提升，指数质量和行业分布得到进一步优化。上证180指数本次修订新设置个股、前五大样本权重上限，新增行业均衡规则。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001715840v2013y4cbjvi6b8\"/><img src=\"\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001741287v201j7golcxfapf\"/><p>11月29日，上交所发布《关于上证50、上证180、上证380等指数定期调整结果的公告》。</p><p><strong><a href=\"https://laohu8.com/S/688256\">寒武纪</a>调入上证50，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>调出上证50！</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001742523v201paiarr92rdb\"/><p>根据指数规则，经指数专家委员会审议，上海证券交易所与中证指数有限公司决定调整上证50、上证180、上证380、科创50等指数样本，于2024年12月13日收市后生效。</p><p>其中，上证50指数更换5只样本，<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/601766\">中国中车</a>、<a href=\"https://laohu8.com/S/601816\">京沪高铁</a>、<a href=\"https://laohu8.com/S/603993\">洛阳钼业</a>、寒武纪调入，<strong><a href=\"https://laohu8.com/S/600089\">特变电工</a>、<a href=\"https://laohu8.com/S/600104\">上汽集团</a>、<a href=\"https://laohu8.com/S/600436\">片仔癀</a>、<a href=\"https://laohu8.com/S/601669\">中国电建</a>、兆易创新调出</strong>。上证180指数更换18只样本，上证380指数更换38只样本，科创50指数样本无变动。</p><p>上证50指数调样后，业绩增速改善，表征性明显提升，指数质量和行业分布得到进一步优化。2024年前三季度归母<span>净利润</span>同比增速从6.8%提升至8.2%，显示出沪市龙头公司较强的经营韧性。指数总市值20.1万亿元，市值覆盖率达到38.8%，小幅提升0.8个百分点。工业、信息技术行业权重分别上升1.3%、0.3%，金融行业权重下降0.6%。</p><p>值得注意的是，本次调整上证180指数编制方案修订一并实施，“新经济”权重大幅提升，收益表现优化，将更好地反映资本市场结构变化和产业转型升级趋势。上证180指数本次修订新设置个股、前五大样本权重上限，新增行业均衡规则。一是指数总市值31.7万亿元，市值覆盖率达到61%，提升2.4个百分点。二是信息技术、医药卫生、工业、通信服务行业合计权重提升9.9%，样本权重行业分布基本与沪市整体行业特征保持一致。三是120余家成分股公司为国企央企，合计权重约七成，在境内主要规模指数中居首，是沪市上市公司的基本盘和压舱石。四是指数收益率、稳定性进一步提升，近十年年化收益率提升约1个百分点，年化波动率降低0.1个百分点，近三年样本周转率下降至约8%。</p><p>修订后，上证180作为上证宽基指数体系的“中枢”指数，将与上证50、上证380等指数更好地共同表征沪市上市公司的整体表现。上交所表示，未来还将持续进行研究评估，倾听市场意见，推动指数编制方法与时俱进，更具科学性与合理性。</p><p>具体指数样本调整名单如下：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001744578v2015y2mb6vv3rz\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001745115v201swgtmdz5a5s\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001745801v201clkkz3lkatg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20241201001747429v201svcwprpa0gy\"/><p><strong>点击卡片关注，星标 芯榜、车榜</strong></p><p><strong>知芯片事、答天下问</strong></p><p><strong>辛苦点点</strong><strong>“在看“</strong></p></article></body></html>","source":"tencent","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>上证50突发：寒武纪调入，兆易创新调出！</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上证50突发：寒武纪调入，兆易创新调出！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-30 23:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241201001749a261e2a6&s=b><strong>半导体行业联盟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月29日，上交所发布《关于上证50、上证180、上证380等指数定期调整结果的公告》。寒武纪调入上证50，兆易创新调出上证50！根据指数规则，经指数专家委员会审议，上海证券交易所与中证指数有限公司决定调整上证50、上证180、上证380、科创50等指数样本，于2024年12月13日收市后生效。其中，上证50指数更换5只样本，赛力斯、中国中车、京沪高铁、洛阳钼业、寒武纪调入，特变电工、上汽集团、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241201001749a261e2a6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"603986":"兆易创新","688256":"寒武纪","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0231":"软件信息","BK0102":"重组","BK0132":"高送转概念","BK0214":"IT设备","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0125":"芯片国产化","000001.SH":"上证指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241201001749a261e2a6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2488058205","content_text":"11月29日，上交所发布《关于上证50、上证180、上证380等指数定期调整结果的公告》。寒武纪调入上证50，兆易创新调出上证50！根据指数规则，经指数专家委员会审议，上海证券交易所与中证指数有限公司决定调整上证50、上证180、上证380、科创50等指数样本，于2024年12月13日收市后生效。其中，上证50指数更换5只样本，赛力斯、中国中车、京沪高铁、洛阳钼业、寒武纪调入，特变电工、上汽集团、片仔癀、中国电建、兆易创新调出。上证180指数更换18只样本，上证380指数更换38只样本，科创50指数样本无变动。上证50指数调样后，业绩增速改善，表征性明显提升，指数质量和行业分布得到进一步优化。2024年前三季度归母净利润同比增速从6.8%提升至8.2%，显示出沪市龙头公司较强的经营韧性。指数总市值20.1万亿元，市值覆盖率达到38.8%，小幅提升0.8个百分点。工业、信息技术行业权重分别上升1.3%、0.3%，金融行业权重下降0.6%。值得注意的是，本次调整上证180指数编制方案修订一并实施，“新经济”权重大幅提升，收益表现优化，将更好地反映资本市场结构变化和产业转型升级趋势。上证180指数本次修订新设置个股、前五大样本权重上限，新增行业均衡规则。一是指数总市值31.7万亿元，市值覆盖率达到61%，提升2.4个百分点。二是信息技术、医药卫生、工业、通信服务行业合计权重提升9.9%，样本权重行业分布基本与沪市整体行业特征保持一致。三是120余家成分股公司为国企央企，合计权重约七成，在境内主要规模指数中居首，是沪市上市公司的基本盘和压舱石。四是指数收益率、稳定性进一步提升，近十年年化收益率提升约1个百分点，年化波动率降低0.1个百分点，近三年样本周转率下降至约8%。修订后，上证180作为上证宽基指数体系的“中枢”指数，将与上证50、上证380等指数更好地共同表征沪市上市公司的整体表现。上交所表示，未来还将持续进行研究评估，倾听市场意见，推动指数编制方法与时俱进，更具科学性与合理性。具体指数样本调整名单如下：点击卡片关注，星标 芯榜、车榜知芯片事、答天下问辛苦点点“在看“","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377113107399032,"gmtCreate":1733110805107,"gmtModify":1733114628318,"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":"腊鸡狂五，上下乱飞","listText":"腊鸡狂五，上下乱飞","text":"腊鸡狂五，上下乱飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377113107399032","repostId":"2488610147","repostType":2,"repost":{"id":"2488610147","kind":"live","pubTimestamp":1733110461,"share":"https://www.laohu8.com/m/news/2488610147?lang=&edition=full","pubTime":"2024-12-02 11:34","market":"us","language":"zh","title":"A股午评：三大指数均涨超1% 海南自贸板块大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2488610147","media":"美港电讯","summary":"【A股午评：三大指数均涨超1% 海南自贸板块大涨】金十数据12月2日讯，A股三大指数早盘震荡走高，截至午间收盘，上证指数涨1.02%，深证成指涨1.24%，创业板指涨1.41%。盘面上，海南自贸板块大","content":"<html><body><p>【A股午评：三大指数均涨超1% 海南自贸板块大涨】金十数据12月2日讯，A股三大指数早盘震荡走高，截至午间收盘，上证指数涨1.02%，深证成指涨1.24%，创业板指涨1.41%。盘面上，海南自贸板块大涨，康芝药业、海南发展、欣龙控股等约20股涨停。人形机器人概念大涨，三丰智能、均普智能20%涨停。汽车板块走强，赛力斯、海马汽车、广汽集团涨停。PEEK材料、种业、酒店餐饮、多元金融、食品饮料等板块也涨幅居前，银行等少数板块下跌。</p></body></html>","source":"live_meigang","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>A股午评：三大指数均涨超1% 海南自贸板块大涨</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股午评：三大指数均涨超1% 海南自贸板块大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-02 11:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【A股午评：三大指数均涨超1% 海南自贸板块大涨】金十数据12月2日讯，A股三大指数早盘震荡走高，截至午间收盘，上证指数涨1.02%，深证成指涨1.24%，创业板指涨1.41%。盘面上，海南自贸板块大涨，康芝药业、海南发展、欣龙控股等约20股涨停。人形机器人概念大涨，三丰智能、均普智能20%涨停。汽车板块走强，赛力斯、海马汽车、广汽集团涨停。PEEK材料、种业、酒店餐饮、多元金融、食品饮料等板块也...</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159526":"机器人","159843":"食品饮料","159940":"金融","159982":"中证500","161121":"银行","300024":"机器人","300086":"康芝药业","300276":"三丰智能","399001":"深证成指","399006":"创业板指","399300":"沪深300","510030":"价值ETF","510050":"上证50ETF","512550":"A50ETF基金","601127":"赛力斯","601238":"广汽集团","688306":"均普智能","BK0014":"新能源汽车","02238":"广汽集团","BK0188":"融资融券","000572":"海马汽车","BK0187":"一线龙头","BK0251":"专用设备","BK0239":"医药制造","BK0185":"二线龙头","BK0130":"工业4.0","BK0065":"智能汽车","000300.SH":"沪深300","BK0089":"人工智能","000807.SH":"食品饮料","BK0048":"二胎政策","FXP":"二倍做空富时中国50ETF-ProShares","000001.SH":"上证指数","BK1132":"食品零售","BK0012":"证金概念","BK0259":"通用设备","BK0077":"质押式回购","08496":"环球友饮智能","BK0145":"装饰园林","000016.SH":"上证50","BK0102":"重组","000955":"欣龙控股","BK0010":"央企","BK0028":"国家队","BK0201":"可转债","002163":"海南发展","XPP":"二倍做多富时中国50ETF(ProShares)","YXI":"ProShares做空FTSE中国50ETF"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488610147","content_text":"【A股午评：三大指数均涨超1% 海南自贸板块大涨】金十数据12月2日讯，A股三大指数早盘震荡走高，截至午间收盘，上证指数涨1.02%，深证成指涨1.24%，创业板指涨1.41%。盘面上，海南自贸板块大涨，康芝药业、海南发展、欣龙控股等约20股涨停。人形机器人概念大涨，三丰智能、均普智能20%涨停。汽车板块走强，赛力斯、海马汽车、广汽集团涨停。PEEK材料、种业、酒店餐饮、多元金融、食品饮料等板块也涨幅居前，银行等少数板块下跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375496288710872,"gmtCreate":1732677341228,"gmtModify":1732677343174,"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/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v>经济恢复乏力","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v>经济恢复乏力","text":"$恒生指数(HSI)$ 经济恢复乏力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375496288710872","isVote":1,"tweetType":1,"viewCount":93,"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","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731573151,"share":"https://www.laohu8.com/m/news/1179889604?lang=&edition=full","pubTime":"2024-11-14 16:32","market":"hk","language":"zh","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","url":"https://stock-news.laohu8.com/highlight/detail?id=1179889604","media":"老虎资讯综合","summary":"预估265.9亿元人民币。","content":"<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>","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>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{ 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{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":260,"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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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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370569724907584","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370565228728384,"gmtCreate":1731483822672,"gmtModify":1731483824299,"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/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 港股更理性，没有业绩支撑的企业为什么要涨","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 港股更理性，没有业绩支撑的企业为什么要涨","text":"$恒生指数(HSI)$ 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":194,"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":129,"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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参与","listText":"<a href=\"https://laohu8.com/S/02460\">$华润饮料(02460)$ </a> 参与","text":"$华润饮料(02460)$ 参与","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361622987046984","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361622741237968,"gmtCreate":1729305438126,"gmtModify":1729305442287,"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/00916\">$龙源电力(00916)$ </a>继续 继续","listText":"<a href=\"https://laohu8.com/S/00916\">$龙源电力(00916)$ </a>继续 继续","text":"$龙源电力(00916)$ 继续 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":455,"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","kind":"news","pubTimestamp":1729071120,"share":"https://www.laohu8.com/m/news/2475395919?lang=&edition=full","pubTime":"2024-10-16 17:32","market":"sg","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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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":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","YINN":"三倍做多富时中国ETF-Direxion"},"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":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}