1a0dacb6的个人主页 - 老虎社区

1a0dacb6

暂无个人介绍

IP属地：广东

0关注

0粉丝

0主题

0勋章

07-03

这种公司垃圾

美股异动丨蔚来盘前涨超1% 6月新车交付量创新高

07-03

垃圾啊

美股异动 | 新能源汽车股大涨！小鹏涨近8%，特斯拉涨超5%

05-10

这么差的消费预期，还继续加息？

抱歉，原内容已删除

04-11

越来越不看好这种视频平台了

B站UP主“恰饭”难

04-11

外资继续可以套现，何必那

腾讯：4月11日耗资约10亿港元回购318万股

04-10

为自己创办企业站台有啥奇怪的，没什么好期待的。

Alibaba Jumps over 2% as Jack Ma Cheers Latest Overhaul Plan in Rare Missive

04-10

反弹就是抛出！淘宝天猫现在会员都是送的

马云内部发声：肯定阿里变革一年成效

04-10

这种公司反弹就是诱多

泰格医药(03347)股价上升8.213%，现价港币$33.6

04-10

港股没戏！

中国资产爆发，港股“技术性牛市”，“做多中国”交易回来了

04-09

这种公司早就卖了！红利流量结束

@第N次大变革大分流:$哔哩哔哩(BILI)$ 阿里巴巴的现金流逐渐走下坡路，阿里巴巴高层收缩版图得意图也逐渐明显，所以预计阿里巴巴会继续抛售b站的股票，这会给b站股票在中期带来很大的抛压。

03-26

不认为2024还会继续增长

比亚迪2023年净利润300.4亿元，同比增长80.72%

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4163633023211170","uuid":"4163633023211170","gmtCreate":1700529898758,"gmtModify":1710170829282,"name":"1a0dacb6","pinyin":"htjjheitujuejin","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":323579500314840,"gmtCreate":1720021104187,"gmtModify":1720021207891,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"这种公司垃圾","listText":"这种公司垃圾","text":"这种公司垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323579500314840","repostId":"2448172490","repostType":2,"repost":{"id":"2448172490","pubTimestamp":1719999480,"share":"https://www.laohu8.com/m/news/2448172490?lang=&edition=full","pubTime":"2024-07-03 17:38","market":"us","language":"zh","title":"美股异动丨蔚来盘前涨超1% 6月新车交付量创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2448172490","media":"港股那点事","summary":"格隆汇7月3日｜蔚来(NIO.US)盘前涨1.55%报4.6美元。蔚来汽车今年6月交付21,209辆车，同比增长98.1%，创历史新高；第二季度，蔚来交付新车57,373台，超交付指引，同比增长143.9%；2024年上半年，蔚来共交付新车87,426台，同比增长60.2%。截至目前，蔚来已累计交付新车537,020台。中信里昂表示，展望下半年，价格战预计仍将继续。当下汽车市场的洗牌期仍将持续2-3年，头部国产新能源车企的市场份额还有更多的提升空间，除比亚迪外，理想、蔚来、小鹏都值得关注。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<p cms-style=\"font-L\"><font cms-hidden=\"true\" cms-style=\"font-L\"></font>    格隆汇7月3日｜<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO.US)盘前涨1.55%报4.6美元。<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车今年6月交付21,209辆车，同比增长98.1%，创历史新高；第二季度，蔚来交付新车57,373台，超交付指引，同比增长143.9%；2024年上半年，蔚来共交付新车87,426台，同比增长60.2%。截至目前，蔚来已累计交付新车537,020台。中信里昂表示，展望下半年，价格战预计仍将继续。当下汽车市场的洗牌期仍将持续2-3年，头部国产新能源车企的市场份额还有更多的提升空间，除<span><a href=\"https://laohu8.com/S/002594\">比亚迪</a></span><span></span>外，理想、蔚来、小鹏都值得关注。</p><div><img src=\"http://n.sinaimg.cn/spider20240703/140/w519h421/20240703/7b8a-4658715c148db078ba61f96dce7deb27.png\"/><span></span></div>\n<div></div>\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</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>美股异动丨蔚来盘前涨超1% 6月新车交付量创新高</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美股异动丨蔚来盘前涨超1% 6月新车交付量创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-03 17:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/bxjj/2024-07-03/doc-incavyqi9575441.shtml><strong>港股那点事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇7月3日｜蔚来(NIO.US)盘前涨1.55%报4.6美元。蔚来汽车今年6月交付21,209辆车，同比增长98.1%，创历史新高；第二季度，蔚来交付新车57,373台，超交付指引，同比增长143.9%；2024年上半年，蔚来共交付新车87,426台，同比增长60.2%。截至目前，蔚来已累计交付新车537,020台。中信里昂表示，展望下半年，价格战预计仍将继续。当下汽车市场的洗牌期仍将持续2-...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2024-07-03/doc-incavyqi9575441.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6125":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO":"蔚来","BK1588":"回港中概股","BK4509":"腾讯概念","BK4526":"热门中概股","BK4588":"碎股","09866":"蔚来-SW","BK1119":"汽车制造商","BK4574":"无人驾驶","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://finance.sina.com.cn/stock/bxjj/2024-07-03/doc-incavyqi9575441.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2448172490","content_text":"格隆汇7月3日｜蔚来(NIO.US)盘前涨1.55%报4.6美元。蔚来汽车今年6月交付21,209辆车，同比增长98.1%，创历史新高；第二季度，蔚来交付新车57,373台，超交付指引，同比增长143.9%；2024年上半年，蔚来共交付新车87,426台，同比增长60.2%。截至目前，蔚来已累计交付新车537,020台。中信里昂表示，展望下半年，价格战预计仍将继续。当下汽车市场的洗牌期仍将持续2-3年，头部国产新能源车企的市场份额还有更多的提升空间，除比亚迪外，理想、蔚来、小鹏都值得关注。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323579448356952,"gmtCreate":1720020991239,"gmtModify":1720021048896,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"垃圾啊","listText":"垃圾啊","text":"垃圾啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323579448356952","repostId":"1182206191","repostType":2,"repost":{"id":"1182206191","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":1720016617,"share":"https://www.laohu8.com/m/news/1182206191?lang=&edition=full","pubTime":"2024-07-03 22:23","market":"us","language":"zh","title":"美股异动 | 新能源汽车股大涨！小鹏涨近8%，特斯拉涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182206191","media":"老虎资讯综合","summary":"7月3日，新能源汽车股盘初上涨，$理想汽车(LI)$涨近5%，$特斯拉(TSLA)$、$蔚来(NIO)$、$小鹏汽车(XPEV)$涨超3%。特斯拉Q2交付胜预期获投行看高至400美元，同时，特斯拉官方$微博(WB)$宣布，二代人形$机器人(300024)$Optimus将在7月4日至7日于上海举行的2024世界人工智能大会首次亮相。理想汽车微信公众号发文称，推出理想汽车9周年购车礼，定购理想L6/理想L7/理想L8/理想L9/理想MEGA即可享受限时购车权益1万元与0首付购车方案。","content":"<html><head></head><body><p>7月3日，新能源汽车股大涨，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超6%。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超5%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fba3a1813618aeac3f77b18817065f66\" tg-width=\"464\" tg-height=\"60\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/563d09fb9306d5bceb162dba96b6c6fb\" tg-width=\"462\" tg-height=\"162\"/></p><p>消息方面：特斯拉Q2交付胜预期获投行看高至400美元，同时，特斯拉官方<a href=\"https://laohu8.com/S/WB\">微博</a>宣布，二代人形<a href=\"https://laohu8.com/S/300024\">机器人</a>Optimus将在7月4日至7日于上海举行的2024世界人工智能大会首次亮相。</p><p>理想汽车微信公众号发文称，推出理想汽车9周年购车礼，定购理想L6/理想L7/理想L8/理想L9/理想MEGA即可享受限时购车权益1万元与0首付购车方案。</p><p>小鹏汽车携手滴滴共同打造的全新纯电动紧凑型车——小鹏MONA M03今日正式在全球首发亮相。这款定位于10-15万元级市场的新车，预计将在三季度内上市并交付。作为一款20万级别以内的A级纯电轿跑，该车进一步丰富了小鹏汽车的产品阵营。</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>美股异动 | 新能源汽车股大涨！小鹏涨近8%，特斯拉涨超5%</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美股异动 | 新能源汽车股大涨！小鹏涨近8%，特斯拉涨超5%\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\">2024-07-03 22:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月3日，新能源汽车股大涨，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超6%。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超5%</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fba3a1813618aeac3f77b18817065f66\" tg-width=\"464\" tg-height=\"60\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/563d09fb9306d5bceb162dba96b6c6fb\" tg-width=\"462\" tg-height=\"162\"/></p><p>消息方面：特斯拉Q2交付胜预期获投行看高至400美元，同时，特斯拉官方<a href=\"https://laohu8.com/S/WB\">微博</a>宣布，二代人形<a href=\"https://laohu8.com/S/300024\">机器人</a>Optimus将在7月4日至7日于上海举行的2024世界人工智能大会首次亮相。</p><p>理想汽车微信公众号发文称，推出理想汽车9周年购车礼，定购理想L6/理想L7/理想L8/理想L9/理想MEGA即可享受限时购车权益1万元与0首付购车方案。</p><p>小鹏汽车携手滴滴共同打造的全新纯电动紧凑型车——小鹏MONA M03今日正式在全球首发亮相。这款定位于10-15万元级市场的新车，预计将在三季度内上市并交付。作为一款20万级别以内的A级纯电轿跑，该车进一步丰富了小鹏汽车的产品阵营。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"BK1575":"同股不同权","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK1539":"汽车股","LU2063271972.USD":"富兰克林创新领域基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LI":"理想汽车","TSLA":"特斯拉","BK1119":"汽车制造商","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","NIO":"蔚来","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182206191","content_text":"7月3日，新能源汽车股大涨，小鹏汽车涨近8%，理想汽车、蔚来涨超6%。特斯拉涨超5%消息方面：特斯拉Q2交付胜预期获投行看高至400美元，同时，特斯拉官方微博宣布，二代人形机器人Optimus将在7月4日至7日于上海举行的2024世界人工智能大会首次亮相。理想汽车微信公众号发文称，推出理想汽车9周年购车礼，定购理想L6/理想L7/理想L8/理想L9/理想MEGA即可享受限时购车权益1万元与0首付购车方案。小鹏汽车携手滴滴共同打造的全新纯电动紧凑型车——小鹏MONA M03今日正式在全球首发亮相。这款定位于10-15万元级市场的新车，预计将在三季度内上市并交付。作为一款20万级别以内的A级纯电轿跑，该车进一步丰富了小鹏汽车的产品阵营。","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304399895040248,"gmtCreate":1715350893575,"gmtModify":1715350895634,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"这么差的消费预期，还继续加息？","listText":"这么差的消费预期，还继续加息？","text":"这么差的消费预期，还继续加息？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304399895040248","repostId":"2434532852","repostType":2,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294176829792472,"gmtCreate":1712843682859,"gmtModify":1712843684658,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"越来越不看好这种视频平台了","listText":"越来越不看好这种视频平台了","text":"越来越不看好这种视频平台了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294176829792472","repostId":"2426254673","repostType":2,"repost":{"id":"2426254673","pubTimestamp":1712838979,"share":"https://www.laohu8.com/m/news/2426254673?lang=&edition=full","pubTime":"2024-04-11 20:36","market":"hk","language":"zh","title":"B站UP主“恰饭”难","url":"https://stock-news.laohu8.com/highlight/detail?id=2426254673","media":"IT时报","summary":"B站新激励计划扶持中小UP主","content":"<html><body><p>4月初，bilibili<span label=\"备注\">（下简称B站）</span>UP主扶持项目，即2024年视频创作激励年度计划正式生效。据B站创作激励计划官方账号“超绝可爱激大励”显示，该计划将重点关注暂无变现能力的UP主，即近半年月均平台收入不足5000元的个人UP主。</p><p><img src=\"https://static.tigerbbs.com/333e1248bb9846269f17b78c8f2212f0\"/></p><p>详看规则，主要有以下信息：</p><ul><li><p>其一，需是UP主发布在90天内的原创自制稿件，且非商业推广等性质；</p></li></ul><ul><li><p>其二，视频基础激励、广告分成收入、活动激励构成UP主的创作激励收入，其中，视频基础激励每月最高可获2000元；</p></li></ul><ul><li><p>其三，爆款小目标的玩法有所调整，面向10万粉丝以下且商业化尚不成熟的个人UP主，根据UP主所处的不同粉丝层级，设定不同的播放量和投币量档位。</p></li></ul><p>“基本不可能靠激励金赚钱。”不承想，无论中小UP主，还是百万大V，都向《IT时报》记者表达了无奈和困惑：<strong>流量随缘，获得激励金门槛变高；收入骤降，对该计划持消极态度。</strong></p><p label=\"大标题\">一、激励金门槛变高，中小UP主收入骤降80%</p><p>入驻B站数年的佳佳<span label=\"备注\">（化名）</span>是一名兼职综合博主，粉丝量接近3000人，单个作品最高的播放量达20.1万。她以两个播放量分别达3.3万、10.7万的视频为例，向记者讲述了她的收入构成：前者发布于2024年2月3日，截至4月6日的累计收入仅有36.75元；后者发布于去年8月底，截至今年3月13日，累计收入为249.06元。</p><p>“开了贴片广告后收入会稍微多一些。”佳佳说，如果只开通创作激励，收入不到100元，倘若同时开通创作激励和贴片广告，收入则会翻倍。“创作激励带来的收入如杯水车薪，无法作为主要经济来源。”她坦承，近年来平台的创作激励政策并未改善其收入，更<a href=\"https://laohu8.com/S/300152\">新动力</a>日渐消散。</p><p>“不知道扶持措施表现在哪里，也没人对此进行详细解释，仅有一纸公告。”对于刚生效不久的新版激励计划，娱乐博主丝淇<span label=\"备注\">（化名）</span>说到，“具体算法我不懂，但肉眼可见的是激励变少了”。</p><p>成为B站博主一年的时间，丝淇的账号粉丝有4000人。“现在一个有10万播放量的视频挣不到10块钱，可能与视频的原创度有关，但以往同一类的视频能够赚到50元，收入骤降80%。”在她看来，近日的压力一方面在于创作激励在大幅度下降，另一方面是爆款小目标的领奖门槛变高。</p><p>丝淇向《IT时报》记者发来两张爆款小目标的奖金说明截图，新版计划实施之前，平台的要求为“单条稿件达到点赞率4%，且稿件发布7天内播放量达到1000、3000、10000、50000、100000，可获得1、2、4、8、10瓜分倍数。”计划生效以后，相关的要求变为“单稿在任务周期内播放量达到50000且投币量达到100且点赞率4%，可获25激励金；单稿在任务周期内播放量达到100000且投币量达到200且点赞率4%，可获60激励金。”</p><p><img src=\"https://static.tigerbbs.com/63e208ec2d4144d99f81cc00a0ac340f\"/></p><p> “对于我们底层UP主来说，投币量达到100，难度挺大的。”据丝淇讲述，B站用户没有点赞投币的习惯，大V的投币量才能达到可观状态。倘若想要获得爆款小目标的奖金，除非能出爆款作品。“像我这样的博主，10个视频也只能1个爆款。”以往仅对点赞率提出要求时，她还能勉强达到标准，现在面临激励被砍、爆款小目标要求高的双重阻力。当前，丝淇已有数日没有更新作品，她期望爆款小目标的要求能够回到原来的状态。</p><p>和丝淇有着同样感慨的还有娱乐博主黄泽<span label=\"备注\">（化名）</span>和影视博主李莎<span label=\"备注\">（化名）</span>。2023年3月底，黄泽开始发布稿件，并开通了创作激励计划。他清晰地记得，彼时爆款小目标对播放量要求较低，但现在平台对他的要求亦是上述情况。“现在收益反而比以前低了，希望平台门槛能降低一些。”黄泽表示。</p><p>“玩法越来越复杂，体验感变差了。”李莎在B站发视频已有两年时间，粉丝体量较小，138个视频累计370万次播放量。她直言，自己的收入并不多，主要的收入来源靠视频播放量和创作者激励计划。“改版之前，一个1万播放量的视频最少盈利16元，改版后只剩2～3元，降低了超80%。”李莎无奈地说，改版之后对小UP主来说是一次打击，当前的收入来源只有视频累计播放，纯纯地“为爱发电”。</p><p>据“超绝可爱激大励”显示，爆款小目标活动的玩法规定如下：面向10万粉以下且商业化尚不成熟的个人UP主，激励中小UP主持续创作优质内容。每月1号下发任务邀请UP主参与，任务周期为当月自然月；根据UP主所处的不同粉丝层级，设定不同的播放量、投币量档位。</p><p>从一定数量中小博主的反馈来看，他们的心声或在于门槛制定的合理性，本就缺乏流量和粉丝的账号，当面对过高的任务完成要求时，能否享受这波扶持政策？</p><p label=\"大标题\">二、百万大V亦有忧虑，年收入锐减10万元</p><p>博主“芙芙家的洗碗君”从房地产转行至自媒体已接近4年，据其B站账号显示，粉丝量达269.3万，获赞量高达1401.2万次。虽是动漫博主，但其主页发布的作品亦包括经典影视剧、侦探、悬疑系列、新作等。</p><p>在该博主看来，这个政策有利于平台，但对大UP主和中小UP主都一样，直接影响是收入减少。“在创作期间，我最高的时候一年能从平台拿到20万<span label=\"备注\">（税前）</span>左右的创作激励，去年大概是10万<span label=\"备注\">（税前）</span>左右。以前1万播放量大概能收益30元～40元，后来估计只有3～8元。”以他个人经历来说，这个政策会让其年收入继续减少。</p><p>尽管具有粉丝基础，但就如何应对该政策，他已为今后的创作“谋篇布局”，提高商业化能力是其目标。“以前有创作激励，相当于每个月可以从平台‘领工资’，洽谈商单的时候没有很强的迫切感，会有一个比较高的价位预期，但现在价格方面可以做退让，活下去比什么都重要。”该博主坦言，寻找容易变现的题材，以及尝试充电视频成为他提升商业化能力的方法。</p><p label=\"大标题\">三、小红书和抖音或成流量“新阵地”</p><p>2018年2月至今，B站创作激励计划已进行6年，但一定数量的UP主对其评价从点赞逐渐转为吐槽和埋怨。关于B站今年下这步棋的动机，上述大V认为平台是在控制成本。</p><p>2024年，B站将严格控制开支。据B站最新公布的2023年财务报告，平台净营业额总额为225亿元，较2022年的219亿元增加3%，毛利润达54亿元，较2022年增加41%。但其净亏损为48亿元，较2022年的75亿元收窄36%。此外，营业成本为171亿元，较2022年180亿元减少5%。报告亦显示，平台营业成本的减少归因于服务器及宽带成本、员工成本、内容成本，以及其他成本的减少。</p><p><img src=\"https://static.tigerbbs.com/dddc334a4212419e8e7b5e7ce2d8d947\"/></p><p>在2023年6月下旬B站的14周年庆上，董事长兼CEO陈睿宣布了一项重大转变——用播放分钟数取代点击量。据其解释，播放分钟数更能体现视频质量。这一政策亦被较多UP主看好。《IT时报》早前报道，播放量改成播放分钟数，对中长视频来说是个相对友好的政策，此外，平均播放时长超过1分钟的视频或将从这一改动中获益，改版后，一些视频显示的数值将呈现倍数级的增长。</p><p>比如一个10万播放量的视频，如果平均播放时长为5分钟，那么显示的数字将膨胀5倍，从10万变成50万。播放时长之间的差异将进一步拉开视频之间的数值差，同样10万的点击量，平均播放时长1分钟和2分钟的视频，显示的数据就将相差1倍。</p><p>“近年来的激励计划让收入越来越少，要求也越来越高。”李莎此前也在小红书发布同一视频，播放量在较短时间内破万，但是B站播放量仅有小红书的十分之一。“抖音和小红书具有较好的互动体验。”她直言，如果没有创作激励的加持，不考虑继续在B站发视频。</p><p>“跟抖音、快手、小红书相比，B站的推荐算法机制存在差距，很多推送的内容和用户的喜好并不切合。”小红书财经博主宋非<span label=\"备注\">（化名）</span>告诉《IT时报》记者，B站是一个私域流量比较强的平台，用户多数时间消耗在已关注的UP主身上。倘若中腰部以下UP主的中长视频没有初始的流量和点赞启动，便会很难获得关注，面临商单难接、商单价值低等难题。</p><p>在宋非看来，平台给予的基础激励和广告分成较低，全职UP主将难以为继，而兼职UP主会面临更新频率不足，最后流量日渐稀少的问题。</p><p><span label=\"备注\">本文来自微信公众号：</span><span>IT时报 （ID：vittimes）</span><span>，作者：孙永会，编辑：孙妍</span></p></body></html>","source":"highlight_huxiu","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>B站UP主“恰饭”难</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\">\nB站UP主“恰饭”难\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-11 20:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/2893558.html><strong>IT时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月初，bilibili（下简称B站）UP主扶持项目，即2024年视频创作激励年度计划正式生效。据B站创作激励计划官方账号“超绝可爱激大励”显示，该计划将重点关注暂无变现能力的UP主，即近半年月均平台收入不足5000元的个人UP主。详看规则，主要有以下信息：其一，需是UP主发布在90天内的原创自制稿件，且非商业推广等性质；其二，视频基础激励、广告分成收入、活动激励构成UP主的创作激励收入，其中，...</p>\n\n<a href=\"https://www.huxiu.com/article/2893558.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202404/11/185859555661.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"BK1588":"回港中概股","BK1104":"互动家庭娱乐","BK4577":"网络游戏","BK4588":"碎股","BK4526":"热门中概股","BK1587":"次新股","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4503":"景林资产持仓","BK4510":"在线教育","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","BK4513":"直播概念","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BILI":"哔哩哔哩","BK1575":"同股不同权","BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","SG9999001051.SGD":"United Asia Fund SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK4585":"ETF&股票定投概念","09626":"哔哩哔哩-W","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK4566":"资本集团","BK4509":"腾讯概念"},"source_url":"https://www.huxiu.com/article/2893558.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426254673","content_text":"4月初，bilibili（下简称B站）UP主扶持项目，即2024年视频创作激励年度计划正式生效。据B站创作激励计划官方账号“超绝可爱激大励”显示，该计划将重点关注暂无变现能力的UP主，即近半年月均平台收入不足5000元的个人UP主。详看规则，主要有以下信息：其一，需是UP主发布在90天内的原创自制稿件，且非商业推广等性质；其二，视频基础激励、广告分成收入、活动激励构成UP主的创作激励收入，其中，视频基础激励每月最高可获2000元；其三，爆款小目标的玩法有所调整，面向10万粉丝以下且商业化尚不成熟的个人UP主，根据UP主所处的不同粉丝层级，设定不同的播放量和投币量档位。“基本不可能靠激励金赚钱。”不承想，无论中小UP主，还是百万大V，都向《IT时报》记者表达了无奈和困惑：流量随缘，获得激励金门槛变高；收入骤降，对该计划持消极态度。一、激励金门槛变高，中小UP主收入骤降80%入驻B站数年的佳佳（化名）是一名兼职综合博主，粉丝量接近3000人，单个作品最高的播放量达20.1万。她以两个播放量分别达3.3万、10.7万的视频为例，向记者讲述了她的收入构成：前者发布于2024年2月3日，截至4月6日的累计收入仅有36.75元；后者发布于去年8月底，截至今年3月13日，累计收入为249.06元。“开了贴片广告后收入会稍微多一些。”佳佳说，如果只开通创作激励，收入不到100元，倘若同时开通创作激励和贴片广告，收入则会翻倍。“创作激励带来的收入如杯水车薪，无法作为主要经济来源。”她坦承，近年来平台的创作激励政策并未改善其收入，更新动力日渐消散。“不知道扶持措施表现在哪里，也没人对此进行详细解释，仅有一纸公告。”对于刚生效不久的新版激励计划，娱乐博主丝淇（化名）说到，“具体算法我不懂，但肉眼可见的是激励变少了”。成为B站博主一年的时间，丝淇的账号粉丝有4000人。“现在一个有10万播放量的视频挣不到10块钱，可能与视频的原创度有关，但以往同一类的视频能够赚到50元，收入骤降80%。”在她看来，近日的压力一方面在于创作激励在大幅度下降，另一方面是爆款小目标的领奖门槛变高。丝淇向《IT时报》记者发来两张爆款小目标的奖金说明截图，新版计划实施之前，平台的要求为“单条稿件达到点赞率4%，且稿件发布7天内播放量达到1000、3000、10000、50000、100000，可获得1、2、4、8、10瓜分倍数。”计划生效以后，相关的要求变为“单稿在任务周期内播放量达到50000且投币量达到100且点赞率4%，可获25激励金；单稿在任务周期内播放量达到100000且投币量达到200且点赞率4%，可获60激励金。” “对于我们底层UP主来说，投币量达到100，难度挺大的。”据丝淇讲述，B站用户没有点赞投币的习惯，大V的投币量才能达到可观状态。倘若想要获得爆款小目标的奖金，除非能出爆款作品。“像我这样的博主，10个视频也只能1个爆款。”以往仅对点赞率提出要求时，她还能勉强达到标准，现在面临激励被砍、爆款小目标要求高的双重阻力。当前，丝淇已有数日没有更新作品，她期望爆款小目标的要求能够回到原来的状态。和丝淇有着同样感慨的还有娱乐博主黄泽（化名）和影视博主李莎（化名）。2023年3月底，黄泽开始发布稿件，并开通了创作激励计划。他清晰地记得，彼时爆款小目标对播放量要求较低，但现在平台对他的要求亦是上述情况。“现在收益反而比以前低了，希望平台门槛能降低一些。”黄泽表示。“玩法越来越复杂，体验感变差了。”李莎在B站发视频已有两年时间，粉丝体量较小，138个视频累计370万次播放量。她直言，自己的收入并不多，主要的收入来源靠视频播放量和创作者激励计划。“改版之前，一个1万播放量的视频最少盈利16元，改版后只剩2～3元，降低了超80%。”李莎无奈地说，改版之后对小UP主来说是一次打击，当前的收入来源只有视频累计播放，纯纯地“为爱发电”。据“超绝可爱激大励”显示，爆款小目标活动的玩法规定如下：面向10万粉以下且商业化尚不成熟的个人UP主，激励中小UP主持续创作优质内容。每月1号下发任务邀请UP主参与，任务周期为当月自然月；根据UP主所处的不同粉丝层级，设定不同的播放量、投币量档位。从一定数量中小博主的反馈来看，他们的心声或在于门槛制定的合理性，本就缺乏流量和粉丝的账号，当面对过高的任务完成要求时，能否享受这波扶持政策？二、百万大V亦有忧虑，年收入锐减10万元博主“芙芙家的洗碗君”从房地产转行至自媒体已接近4年，据其B站账号显示，粉丝量达269.3万，获赞量高达1401.2万次。虽是动漫博主，但其主页发布的作品亦包括经典影视剧、侦探、悬疑系列、新作等。在该博主看来，这个政策有利于平台，但对大UP主和中小UP主都一样，直接影响是收入减少。“在创作期间，我最高的时候一年能从平台拿到20万（税前）左右的创作激励，去年大概是10万（税前）左右。以前1万播放量大概能收益30元～40元，后来估计只有3～8元。”以他个人经历来说，这个政策会让其年收入继续减少。尽管具有粉丝基础，但就如何应对该政策，他已为今后的创作“谋篇布局”，提高商业化能力是其目标。“以前有创作激励，相当于每个月可以从平台‘领工资’，洽谈商单的时候没有很强的迫切感，会有一个比较高的价位预期，但现在价格方面可以做退让，活下去比什么都重要。”该博主坦言，寻找容易变现的题材，以及尝试充电视频成为他提升商业化能力的方法。三、小红书和抖音或成流量“新阵地”2018年2月至今，B站创作激励计划已进行6年，但一定数量的UP主对其评价从点赞逐渐转为吐槽和埋怨。关于B站今年下这步棋的动机，上述大V认为平台是在控制成本。2024年，B站将严格控制开支。据B站最新公布的2023年财务报告，平台净营业额总额为225亿元，较2022年的219亿元增加3%，毛利润达54亿元，较2022年增加41%。但其净亏损为48亿元，较2022年的75亿元收窄36%。此外，营业成本为171亿元，较2022年180亿元减少5%。报告亦显示，平台营业成本的减少归因于服务器及宽带成本、员工成本、内容成本，以及其他成本的减少。在2023年6月下旬B站的14周年庆上，董事长兼CEO陈睿宣布了一项重大转变——用播放分钟数取代点击量。据其解释，播放分钟数更能体现视频质量。这一政策亦被较多UP主看好。《IT时报》早前报道，播放量改成播放分钟数，对中长视频来说是个相对友好的政策，此外，平均播放时长超过1分钟的视频或将从这一改动中获益，改版后，一些视频显示的数值将呈现倍数级的增长。比如一个10万播放量的视频，如果平均播放时长为5分钟，那么显示的数字将膨胀5倍，从10万变成50万。播放时长之间的差异将进一步拉开视频之间的数值差，同样10万的点击量，平均播放时长1分钟和2分钟的视频，显示的数据就将相差1倍。“近年来的激励计划让收入越来越少，要求也越来越高。”李莎此前也在小红书发布同一视频，播放量在较短时间内破万，但是B站播放量仅有小红书的十分之一。“抖音和小红书具有较好的互动体验。”她直言，如果没有创作激励的加持，不考虑继续在B站发视频。“跟抖音、快手、小红书相比，B站的推荐算法机制存在差距，很多推送的内容和用户的喜好并不切合。”小红书财经博主宋非（化名）告诉《IT时报》记者，B站是一个私域流量比较强的平台，用户多数时间消耗在已关注的UP主身上。倘若中腰部以下UP主的中长视频没有初始的流量和点赞启动，便会很难获得关注，面临商单难接、商单价值低等难题。在宋非看来，平台给予的基础激励和广告分成较低，全职UP主将难以为继，而兼职UP主会面临更新频率不足，最后流量日渐稀少的问题。本文来自微信公众号：IT时报 （ID：vittimes），作者：孙永会，编辑：孙妍","news_type":1},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294176405364816,"gmtCreate":1712843539188,"gmtModify":1712843541237,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"外资继续可以套现，何必那","listText":"外资继续可以套现，何必那","text":"外资继续可以套现，何必那","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294176405364816","repostId":"2426394392","repostType":2,"repost":{"id":"2426394392","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":1712828799,"share":"https://www.laohu8.com/m/news/2426394392?lang=&edition=full","pubTime":"2024-04-11 17:46","market":"hk","language":"zh","title":"腾讯：4月11日耗资约10亿港元回购318万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2426394392","media":"老虎资讯综合","summary":"2024年4月11日耗资约10亿港元回购318万股股份。","content":"<html><head></head><body><p>腾讯控股公布，2024年4月11日耗资约10亿港元回购318万股股份。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e77af5b167748fbc6771980c4dae029e\" tg-width=\"560\" tg-height=\"240\"/></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>腾讯：4月11日耗资约10亿港元回购318万股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯：4月11日耗资约10亿港元回购318万股\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\">2024-04-11 17:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>腾讯控股公布，2024年4月11日耗资约10亿港元回购318万股股份。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e77af5b167748fbc6771980c4dae029e\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426394392","content_text":"腾讯控股公布，2024年4月11日耗资约10亿港元回购318万股股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293796687343776,"gmtCreate":1712758226331,"gmtModify":1712758228380,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"为自己创办企业站台有啥奇怪的，没什么好期待的。","listText":"为自己创办企业站台有啥奇怪的，没什么好期待的。","text":"为自己创办企业站台有啥奇怪的，没什么好期待的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293796687343776","repostId":"1167305937","repostType":2,"repost":{"id":"1167305937","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712756631,"share":"https://www.laohu8.com/m/news/1167305937?lang=&edition=full","pubTime":"2024-04-10 21:43","market":"us","language":"en","title":"Alibaba Jumps over 2% as Jack Ma Cheers Latest Overhaul Plan in Rare Missive","url":"https://stock-news.laohu8.com/highlight/detail?id=1167305937","media":"Tiger Newspress","summary":"Jack Ma took to an internal Alibaba forum to voice his support for a company undergoing a turbulent restructuring, emerging from seclusion for the second time in months to try and shore up sagging mor","content":"<html><head></head><body><p>Jack Ma took to an internal Alibaba forum to voice his support for a company undergoing a turbulent restructuring, emerging from seclusion for the second time in months to try and shore up sagging morale at the Chinese e-commerce pioneer he co-created.</p><p>Alibaba’s U.S.-listed shares jumped over 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91b136fcc1dc6ef3041bbb414be7862d\" tg-width=\"801\" tg-height=\"622\"/></p><p style=\"text-align: start;\">The billionaire, who had retreated from the public spotlight in recent years, penned a lengthy memo in which he blessed efforts by new leaders Joseph Tsai and Eddie Wu to revive a stalled company. He said Alibaba Group Holding Ltd. is now on the right track and urged staff to stay the course.</p><p style=\"text-align: start;\">Ma, who’s still revered by many of the company’s 200,000-plus employees, struck a markedly more upbeat tone than just four months ago, when he spoke up for the first time in years only to criticize its direction and laud a rival.</p><p style=\"text-align: start;\">This time, he reiterated calls to think outside the box and escape the “big company trap.” But he emphasized growth was returning and Alibaba was moving forward despite flip-flops over the past year, for instance on first pushing then nixing the listings of its Cainiao logistics arm and $11 billion cloud business.</p><p>“We are starting to operate on the diseases of a big company, returning again from an organization that makes decisions slowly back to the highest levels of efficiency and a market-first approach, to once again allow the company to be simple and agile,” Ma wrote in a memo that the company also distributed to staff.</p><p style=\"text-align: start;\">Alibaba, which is grappling with the aftermath of bruising regulatory crackdown and Covid-era turmoil, is trying to revitalize a sprawling empire that spans e-commerce and cloud services. Since ushering out former CEO Daniel Zhang, Tsai and Wu have focused on trying to integrate its separate parts while shedding marginal assets to focus on core businesses.</p><p>Ma’s first memo in November was viewed as a signal of a gradual return to public life, breaking about two years of silence after clashing with Beijing. For many Alibaba employees, it’s a welcome change at a time the company is struggling with direction.</p><p style=\"text-align: start;\">It’s still bleeding market share to rivals such as PDD Holdings Inc. and ByteDance Ltd. At the same time,the likes of Baidu Inc. are pushing forward into the potentially transformative AI arena. Alibaba posted a lower-than-projected 5% rise in December quarter revenue — well off the pace of previous years.</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>Alibaba Jumps over 2% as Jack Ma Cheers Latest Overhaul Plan in Rare Missive</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\">\nAlibaba Jumps over 2% as Jack Ma Cheers Latest Overhaul Plan in Rare Missive\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-10 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jack Ma took to an internal Alibaba forum to voice his support for a company undergoing a turbulent restructuring, emerging from seclusion for the second time in months to try and shore up sagging morale at the Chinese e-commerce pioneer he co-created.</p><p>Alibaba’s U.S.-listed shares jumped over 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91b136fcc1dc6ef3041bbb414be7862d\" tg-width=\"801\" tg-height=\"622\"/></p><p style=\"text-align: start;\">The billionaire, who had retreated from the public spotlight in recent years, penned a lengthy memo in which he blessed efforts by new leaders Joseph Tsai and Eddie Wu to revive a stalled company. He said Alibaba Group Holding Ltd. is now on the right track and urged staff to stay the course.</p><p style=\"text-align: start;\">Ma, who’s still revered by many of the company’s 200,000-plus employees, struck a markedly more upbeat tone than just four months ago, when he spoke up for the first time in years only to criticize its direction and laud a rival.</p><p style=\"text-align: start;\">This time, he reiterated calls to think outside the box and escape the “big company trap.” But he emphasized growth was returning and Alibaba was moving forward despite flip-flops over the past year, for instance on first pushing then nixing the listings of its Cainiao logistics arm and $11 billion cloud business.</p><p>“We are starting to operate on the diseases of a big company, returning again from an organization that makes decisions slowly back to the highest levels of efficiency and a market-first approach, to once again allow the company to be simple and agile,” Ma wrote in a memo that the company also distributed to staff.</p><p style=\"text-align: start;\">Alibaba, which is grappling with the aftermath of bruising regulatory crackdown and Covid-era turmoil, is trying to revitalize a sprawling empire that spans e-commerce and cloud services. Since ushering out former CEO Daniel Zhang, Tsai and Wu have focused on trying to integrate its separate parts while shedding marginal assets to focus on core businesses.</p><p>Ma’s first memo in November was viewed as a signal of a gradual return to public life, breaking about two years of silence after clashing with Beijing. For many Alibaba employees, it’s a welcome change at a time the company is struggling with direction.</p><p style=\"text-align: start;\">It’s still bleeding market share to rivals such as PDD Holdings Inc. and ByteDance Ltd. At the same time,the likes of Baidu Inc. are pushing forward into the potentially transformative AI arena. Alibaba posted a lower-than-projected 5% rise in December quarter revenue — well off the pace of previous years.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167305937","content_text":"Jack Ma took to an internal Alibaba forum to voice his support for a company undergoing a turbulent restructuring, emerging from seclusion for the second time in months to try and shore up sagging morale at the Chinese e-commerce pioneer he co-created.Alibaba’s U.S.-listed shares jumped over 2% in morning trading.The billionaire, who had retreated from the public spotlight in recent years, penned a lengthy memo in which he blessed efforts by new leaders Joseph Tsai and Eddie Wu to revive a stalled company. He said Alibaba Group Holding Ltd. is now on the right track and urged staff to stay the course.Ma, who’s still revered by many of the company’s 200,000-plus employees, struck a markedly more upbeat tone than just four months ago, when he spoke up for the first time in years only to criticize its direction and laud a rival.This time, he reiterated calls to think outside the box and escape the “big company trap.” But he emphasized growth was returning and Alibaba was moving forward despite flip-flops over the past year, for instance on first pushing then nixing the listings of its Cainiao logistics arm and $11 billion cloud business.“We are starting to operate on the diseases of a big company, returning again from an organization that makes decisions slowly back to the highest levels of efficiency and a market-first approach, to once again allow the company to be simple and agile,” Ma wrote in a memo that the company also distributed to staff.Alibaba, which is grappling with the aftermath of bruising regulatory crackdown and Covid-era turmoil, is trying to revitalize a sprawling empire that spans e-commerce and cloud services. Since ushering out former CEO Daniel Zhang, Tsai and Wu have focused on trying to integrate its separate parts while shedding marginal assets to focus on core businesses.Ma’s first memo in November was viewed as a signal of a gradual return to public life, breaking about two years of silence after clashing with Beijing. For many Alibaba employees, it’s a welcome change at a time the company is struggling with direction.It’s still bleeding market share to rivals such as PDD Holdings Inc. and ByteDance Ltd. At the same time,the likes of Baidu Inc. are pushing forward into the potentially transformative AI arena. Alibaba posted a lower-than-projected 5% rise in December quarter revenue — well off the pace of previous years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293794303946952,"gmtCreate":1712757648017,"gmtModify":1712757649943,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"反弹就是抛出！淘宝天猫现在会员都是送的","listText":"反弹就是抛出！淘宝天猫现在会员都是送的","text":"反弹就是抛出！淘宝天猫现在会员都是送的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293794303946952","repostId":"1128359076","repostType":2,"repost":{"id":"1128359076","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":1712711959,"share":"https://www.laohu8.com/m/news/1128359076?lang=&edition=full","pubTime":"2024-04-10 09:19","market":"hk","language":"zh","title":"马云内部发声：肯定阿里变革一年成效","url":"https://stock-news.laohu8.com/highlight/detail?id=1128359076","media":"老虎资讯综合","summary":"4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称$阿里巴巴$已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。","content":"<html><head></head><body><p>4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。</p><p>马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。</p><p>他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”</p><p>据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1f569c4925b4efa51fadef0f3f4983a\" tg-width=\"640\" tg-height=\"1654\"/></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>马云内部发声：肯定阿里变革一年成效</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马云内部发声：肯定阿里变革一年成效\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\">2024-04-10 09:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。</p><p>马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。</p><p>他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”</p><p>据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1f569c4925b4efa51fadef0f3f4983a\" tg-width=\"640\" tg-height=\"1654\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK1591":"就地过年概念","09988":"阿里巴巴-W","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK1610":"ETF&股票定投概念","BABA":"阿里巴巴","BK4581":"高盛持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128359076","content_text":"4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称阿里巴巴已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293793472307440,"gmtCreate":1712757499299,"gmtModify":1712757959253,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"这种公司反弹就是诱多","listText":"这种公司反弹就是诱多","text":"这种公司反弹就是诱多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293793472307440","repostId":"2426158607","repostType":2,"repost":{"id":"2426158607","pubTimestamp":1712647320,"share":"https://www.laohu8.com/m/news/2426158607?lang=&edition=full","pubTime":"2024-04-09 15:22","market":"sh","language":"zh","title":"泰格医药(03347)股价上升8.213%，现价港币$33.6","url":"https://stock-news.laohu8.com/highlight/detail?id=2426158607","media":"阿斯达克财经","summary":"[上升股]泰格医药(03347) 股价在下午03:22比前收市价上升8.213%，现股价为港币$33.6。至目前为止，今日最高价为$33.6，而最低价为$30.45。总成交量为315.1万股，总成交金额为港币$1.024亿。","content":"<html><body><div> <span>[上升股]<a href=\"https://laohu8.com/S/300347\">泰格医药</a>(03347) 股价在下午03:22比前收市价上升8.213%，现股价为港币$33.6。至目前为止，今日最高价为$33.6，而最低价为$30.45。总成交量为315.1万股，总成交金额为港币$1.024亿。</span> </div></body></html>","source":"aastocks_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>泰格医药(03347)股价上升8.213%，现价港币$33.6</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泰格医药(03347)股价上升8.213%，现价港币$33.6\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-09 15:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2404091996/aamm-all-category><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[上升股]泰格医药(03347) 股价在下午03:22比前收市价上升8.213%，现股价为港币$33.6。至目前为止，今日最高价为$33.6，而最低价为$30.45。总成交量为315.1万股，总成交金额为港币$1.024亿。</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2404091996/aamm-all-category\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20180112133338093_s.jpg","relate_stocks":{"300347":"泰格医药","BK1576":"医药外包概念","BK1141":"生命科学工具和服务","03347":"泰格医药","BK0216":"研究试验","BK0174":"增持","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","BK0028":"国家队","BK0077":"质押式回购","LU1146622755.USD":"安本中国A股股票基金A Acc","BK1583":"高瓴概念"},"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2404091996/aamm-all-category","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426158607","content_text":"[上升股]泰格医药(03347) 股价在下午03:22比前收市价上升8.213%，现股价为港币$33.6。至目前为止，今日最高价为$33.6，而最低价为$30.45。总成交量为315.1万股，总成交金额为港币$1.024亿。","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293792701223144,"gmtCreate":1712757378662,"gmtModify":1712757941914,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"港股没戏！","listText":"港股没戏！","text":"港股没戏！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293792701223144","repostId":"1130872151","repostType":2,"repost":{"id":"1130872151","pubTimestamp":1712740154,"share":"https://www.laohu8.com/m/news/1130872151?lang=&edition=full","pubTime":"2024-04-10 17:09","market":"hk","language":"zh","title":"中国资产爆发，港股“技术性牛市”，“做多中国”交易回来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1130872151","media":"华尔街见闻","summary":"超过90%的新兴市场基金正在增持中国股市。","content":"<html><head></head><body><p>近期，中国资产迎来爆发，港股大涨、恒生国企指数进入技术性牛市，全球资金正重返中国市场，“做多中国”交易又回来了？</p><p style=\"text-align: justify;\">4月10日，港股大涨，恒生国企指数涨超2%，报6016.83点，较1月创下的阶段低点涨幅达到20%，进入技术性牛市。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cda2fb6ad64e6f9355cac6693e6361b\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">隔夜美股，中国资产大爆发，纳斯达克中国金龙指数涨1.68%。目前纳斯达克中国金龙指数的市盈率只有20倍，而美国纳斯达克指数的市盈率达到了30倍，从估值角度来看，中概股仍颇具吸引力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687e11452466e642f7a5af372680502b\" tg-width=\"560\" tg-height=\"240\"/></p><p>中概互联网ETF持续上涨，4只中概互联网ETF今日涨幅都到达约2.5%。根据数据显示，按2023年盈利预期，中概互联网股的估值在2023年9月对应PE为15.7倍，23年12月对应PE为14.2倍，而2024年3月已下降至13倍附近，处于低位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a18ccae88ec71173ffd89866473237d4\" tg-width=\"640\" tg-height=\"157\"/></p><p style=\"text-align: justify;\">同时，<strong>新加坡铁矿石期货价格创下两年多来最大的两日涨幅</strong>，分析指出，这一变化主要得益于世界第二大经济体——中国的钢铁需求和产量增长的积极前景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/117240fbf2191b7bed56bd9671a25e8b\" tg-width=\"640\" tg-height=\"295\"/></p><h2 id=\"id_2735335683\" style=\"text-align: start;\">美股吸引力逐步消失</h2><p style=\"text-align: justify;\">弘则研究在最近发布的报告中指出，美国经济数据强劲，降息预期持续受挫，美国风险资产尤其是<strong>美股吸引力逐步消失</strong>，投资美股的风险收益比在降低。</p><p style=\"text-align: justify;\">在通胀预期卷土重来之时，市场对美联储的降息预期面临“崩溃”的局面，目前，美联储基金期货12月合约显示，今年的降息预期约为60个基点，而2024年初的降息预期约为150个基点。</p><p style=\"text-align: justify;\">在降息预期逆转之际，美股市场出现明显呈现出“涨不动”的态势：道琼斯工业平均指数上周下跌2.3%，创下2023年3月以来最差单周表现。标普500指数上周下跌近1%，为1月早些时候以来的最大单周跌幅。</p><p style=\"text-align: justify;\">高盛的数据显示，对冲基金上周连续第二周净抛售全球股票，这几乎完全是由卖空推动的，为自1月中旬以来对冲基金最大的抛售力度。</p><p style=\"text-align: justify;\">华尔街见闻此前分析指出，本周美股涨势还将面临关键考验：一是通胀数据过热会否再次扼杀降息希望；二是美股一季度的财报季拉开序幕，企业的盈利能力和前景能否支撑起当前的较高估值。</p><h2 id=\"id_2133358930\" style=\"text-align: start;\">中国资产的性价比开始凸显</h2><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中表示，全球资金正在重返中国股市，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\">弘则研究在报告中指出，与美股相比，当前投资中国股市的性价比更高，中国股市更具有吸引力，尤其看好港股。</p><p style=\"text-align: justify;\">兴业证券首席策略分析师张忆东表示，港股经历了信心回落的“最冷寒冬”，高胜率资产或将引领“春回港股”。</p><p style=\"text-align: justify;\">截至2024年3月20日，恒生指数相对于中国10年期国债收益率计算的风险溢价为9.48%，处于2008年以来的高点附近，恒生指数相对于美国10年期国债收益率计算的风险溢价为7.50%。而对比全球其他主要股市，截至2024年3月20日，美股的风险溢价甚至是负的，日股的风险溢价仅2.76%，欧洲股市的风险溢价仅4.34%。</p><p style=\"text-align: justify;\">除了港股风险溢价之外，张忆东指出，对比港股代表性股票与美股同类个股的估值，港股具有明显折价。</p><p style=\"text-align: justify;\">以科技行业为例，港股腾讯、阿里、京东、网易、百度的PE估值在8-16倍左右的区间，PEG在0.7-2倍之间，而美股谷歌、微软、脸书、亚马逊的PE估值在20-40倍之间，PEG在1-2倍的区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3298f12ba074d76b3e5f21490fffa9c\" tg-width=\"640\" tg-height=\"558\"/></p><p style=\"text-align: justify;\">多家外资机构近期发布报告，不约而同地指出，随着中国经济回升向好、海外流动性紧缩趋于缓和、跨境投融资便利化程度不断提升和公司治理状况逐步改善，中国资产将吸引越来越多的外资进入。</p><p style=\"text-align: justify;\">近期的中国宏观经济数据显示，中国经济正在形成一个潜在的底部，中国3月制造业PMI指数6个月来重返扩张区间，服务业PMI也创下自6月份以来的最高，而标普全球PMI中的一项工厂指数也达到了13个月以来新高。</p><p style=\"text-align: justify;\">汇丰最新数据显示，<strong>超过90%的新兴市场基金正在增持中国股市</strong>，今年2月和3月，全球投资者连续两个月通过港股通净买入中国内地股票，上一次出现这种情况是在去年6月和7月。</p></body></html>","source":"live_wallstreetcn","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>中国资产爆发，港股“技术性牛市”，“做多中国”交易回来了</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中国资产爆发，港股“技术性牛市”，“做多中国”交易回来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 17:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712386><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，中国资产迎来爆发，港股大涨、恒生国企指数进入技术性牛市，全球资金正重返中国市场，“做多中国”交易又回来了？4月10日，港股大涨，恒生国企指数涨超2%，报6016.83点，较1月创下的阶段低点涨幅达到20%，进入技术性牛市。隔夜美股，中国资产大爆发，纳斯达克中国金龙指数涨1.68%。目前纳斯达克中国金龙指数的市盈率只有20倍，而美国纳斯达克指数的市盈率达到了30倍，从估值角度来看，中概股仍颇具...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712386\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3712386","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1130872151","content_text":"近期，中国资产迎来爆发，港股大涨、恒生国企指数进入技术性牛市，全球资金正重返中国市场，“做多中国”交易又回来了？4月10日，港股大涨，恒生国企指数涨超2%，报6016.83点，较1月创下的阶段低点涨幅达到20%，进入技术性牛市。隔夜美股，中国资产大爆发，纳斯达克中国金龙指数涨1.68%。目前纳斯达克中国金龙指数的市盈率只有20倍，而美国纳斯达克指数的市盈率达到了30倍，从估值角度来看，中概股仍颇具吸引力。中概互联网ETF持续上涨，4只中概互联网ETF今日涨幅都到达约2.5%。根据数据显示，按2023年盈利预期，中概互联网股的估值在2023年9月对应PE为15.7倍，23年12月对应PE为14.2倍，而2024年3月已下降至13倍附近，处于低位。同时，新加坡铁矿石期货价格创下两年多来最大的两日涨幅，分析指出，这一变化主要得益于世界第二大经济体——中国的钢铁需求和产量增长的积极前景。美股吸引力逐步消失弘则研究在最近发布的报告中指出，美国经济数据强劲，降息预期持续受挫，美国风险资产尤其是美股吸引力逐步消失，投资美股的风险收益比在降低。在通胀预期卷土重来之时，市场对美联储的降息预期面临“崩溃”的局面，目前，美联储基金期货12月合约显示，今年的降息预期约为60个基点，而2024年初的降息预期约为150个基点。在降息预期逆转之际，美股市场出现明显呈现出“涨不动”的态势：道琼斯工业平均指数上周下跌2.3%，创下2023年3月以来最差单周表现。标普500指数上周下跌近1%，为1月早些时候以来的最大单周跌幅。高盛的数据显示，对冲基金上周连续第二周净抛售全球股票，这几乎完全是由卖空推动的，为自1月中旬以来对冲基金最大的抛售力度。华尔街见闻此前分析指出，本周美股涨势还将面临关键考验：一是通胀数据过热会否再次扼杀降息希望；二是美股一季度的财报季拉开序幕，企业的盈利能力和前景能否支撑起当前的较高估值。中国资产的性价比开始凸显摩根士丹利在最新发布的报告中表示，全球资金正在重返中国股市，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。弘则研究在报告中指出，与美股相比，当前投资中国股市的性价比更高，中国股市更具有吸引力，尤其看好港股。兴业证券首席策略分析师张忆东表示，港股经历了信心回落的“最冷寒冬”，高胜率资产或将引领“春回港股”。截至2024年3月20日，恒生指数相对于中国10年期国债收益率计算的风险溢价为9.48%，处于2008年以来的高点附近，恒生指数相对于美国10年期国债收益率计算的风险溢价为7.50%。而对比全球其他主要股市，截至2024年3月20日，美股的风险溢价甚至是负的，日股的风险溢价仅2.76%，欧洲股市的风险溢价仅4.34%。除了港股风险溢价之外，张忆东指出，对比港股代表性股票与美股同类个股的估值，港股具有明显折价。以科技行业为例，港股腾讯、阿里、京东、网易、百度的PE估值在8-16倍左右的区间，PEG在0.7-2倍之间，而美股谷歌、微软、脸书、亚马逊的PE估值在20-40倍之间，PEG在1-2倍的区间。多家外资机构近期发布报告，不约而同地指出，随着中国经济回升向好、海外流动性紧缩趋于缓和、跨境投融资便利化程度不断提升和公司治理状况逐步改善，中国资产将吸引越来越多的外资进入。近期的中国宏观经济数据显示，中国经济正在形成一个潜在的底部，中国3月制造业PMI指数6个月来重返扩张区间，服务业PMI也创下自6月份以来的最高，而标普全球PMI中的一项工厂指数也达到了13个月以来新高。汇丰最新数据显示，超过90%的新兴市场基金正在增持中国股市，今年2月和3月，全球投资者连续两个月通过港股通净买入中国内地股票，上一次出现这种情况是在去年6月和7月。","news_type":1},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293479231959168,"gmtCreate":1712669730021,"gmtModify":1712670729509,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"这种公司早就卖了！红利流量结束","listText":"这种公司早就卖了！红利流量结束","text":"这种公司早就卖了！红利流量结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293479231959168","repostId":"290690601074976","repostType":1,"repost":{"id":290690601074976,"gmtCreate":1711995398374,"gmtModify":1711995403090,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 阿里巴巴的现金流逐渐走下坡路，阿里巴巴高层收缩版图得意图也逐渐明显，所以预计阿里巴巴会继续抛售b站的股票，这会给b站股票在中期带来很大的抛压。","listText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 阿里巴巴的现金流逐渐走下坡路，阿里巴巴高层收缩版图得意图也逐渐明显，所以预计阿里巴巴会继续抛售b站的股票，这会给b站股票在中期带来很大的抛压。","text":"$哔哩哔哩(BILI)$ 阿里巴巴的现金流逐渐走下坡路，阿里巴巴高层收缩版图得意图也逐渐明显，所以预计阿里巴巴会继续抛售b站的股票，这会给b站股票在中期带来很大的抛压。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290690601074976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288497459355848,"gmtCreate":1711466749968,"gmtModify":1711468910869,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"不认为2024还会继续增长","listText":"不认为2024还会继续增长","text":"不认为2024还会继续增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288497459355848","repostId":"1140748976","repostType":2,"repost":{"id":"1140748976","pubTimestamp":1711455707,"share":"https://www.laohu8.com/m/news/1140748976?lang=&edition=full","pubTime":"2024-03-26 20:21","market":"sh","language":"zh","title":"比亚迪2023年净利润300.4亿元，同比增长80.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140748976","media":"华尔街见闻","summary":"比亚迪去年汽车业务毛利率为23.02%，同比提升了2.63个百分点。","content":"<html><head></head><body><p>新能源价格战持续上演的一年，比亚迪顶住了压力，净利润同比增八成，汽车业务毛利率进一步上涨。</p><p style=\"text-align: justify;\">3月26日周二，比亚迪发布了2023年年度报告。报告显示，去年比亚迪实现了营收6023.15亿元，同比增长了42.04%，四季度实现营收1800.40亿元。</p><p style=\"text-align: justify;\"><strong>利润方面，其归属于上市公司股东的净利润达到300.4亿元，同比增长了80.72%。</strong>实现扣非净利润284.62亿元，同比增长82.01%。基本每股收益10.32元/股，同比增长80.74%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e264b20f11e89df4cb7243ba7c66fc78\" tg-width=\"640\" tg-height=\"254\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d7bacb9bbe28e05b259b1db535688b6\" tg-width=\"640\" tg-height=\"65\"/></p><p style=\"text-align: justify;\">其中汽车、汽车相关产品及其他产品业务的收入约4834.53亿元，同比增长48.90%；手机部件、组装及其他产品业务的收入约1185.77亿元，同比增长20.00%，占总收入的比例分别为 80.27%和 19.68%。</p><p style=\"text-align: justify;\"><strong>除此之外，比亚迪汽车业务的毛利率为23.02%，相较于上年同期提升了2.63个百分点</strong>，超过了特斯拉2023年18.2%的毛利率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8109c85fc5a2706696758ae14b92fdbc\" tg-width=\"640\" tg-height=\"282\"/></p><p style=\"text-align: justify;\">值得一提的是，去年比亚迪成功拿下全球电动车销量排行榜冠军，全年电动车的销量高达302.4万辆，同比增长67.79%，将特斯拉甩在身后，其中海外销量同比大增457.66%。</p><p style=\"text-align: justify;\">国内市场方面，根据中汽协数据，比亚迪去年新能源汽车市占率进一步提升至 31.9%，同比增长4.8个百分点，连续十一年稳居中国新能源汽车销量龙头地位，蝉联全球新能源汽车销量桂冠。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/554873c45ef3c92e01336c29ee227db4\" tg-width=\"640\" tg-height=\"249\"/></p><p style=\"text-align: justify;\"><strong>此外，比亚迪宣布拟每10股派发现金红利30.96元，以目前总股本29.11亿股为基数，现金红利总额约为90.12亿元。</strong></p><p style=\"text-align: justify;\">展望2024年，比亚迪在财报中指出：</p><blockquote><p style=\"text-align: justify;\">预期2024年中国新能源汽车市场，将延续强劲增长势头，迈进千万辆级时代，渗透率有望再突破。 </p><p style=\"text-align: justify;\">在汽车领域，本集团将强化核心技术的研发及自主可控，持续提升产品竞争力；紧抓市场消费趋势，持续推进多品牌矩阵布局，加速业务出海进程，助力中国汽车产业引领全球新能源汽车浪潮。</p></blockquote><p style=\"text-align: justify;\"><strong>展望2024年，机构普遍认为比亚迪将继续引领行业增长，销量预期为400万辆左右</strong>。银河证券研报指出，产品、高端化、出口已经形成比亚迪三大增长动能。展望2024年，公司有望凭借完备的产品布局与稳固的品牌声誉继续增长，海外市场将带来新增量，预计2024年比亚迪新能源乘用车销量达到380万辆，其中出口销量有望达50万辆。</p></body></html>","source":"live_wallstreetcn","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>比亚迪2023年净利润300.4亿元，同比增长80.72%</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比亚迪2023年净利润300.4亿元，同比增长80.72%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-26 20:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3711362><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新能源价格战持续上演的一年，比亚迪顶住了压力，净利润同比增八成，汽车业务毛利率进一步上涨。3月26日周二，比亚迪发布了2023年年度报告。报告显示，去年比亚迪实现了营收6023.15亿元，同比增长了42.04%，四季度实现营收1800.40亿元。利润方面，其归属于上市公司股东的净利润达到300.4亿元，同比增长了80.72%。实现扣非净利润284.62亿元，同比增长82.01%。基本每股收益...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3711362\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份"},"source_url":"https://wallstreetcn.com/articles/3711362","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1140748976","content_text":"新能源价格战持续上演的一年，比亚迪顶住了压力，净利润同比增八成，汽车业务毛利率进一步上涨。3月26日周二，比亚迪发布了2023年年度报告。报告显示，去年比亚迪实现了营收6023.15亿元，同比增长了42.04%，四季度实现营收1800.40亿元。利润方面，其归属于上市公司股东的净利润达到300.4亿元，同比增长了80.72%。实现扣非净利润284.62亿元，同比增长82.01%。基本每股收益10.32元/股，同比增长80.74%。其中汽车、汽车相关产品及其他产品业务的收入约4834.53亿元，同比增长48.90%；手机部件、组装及其他产品业务的收入约1185.77亿元，同比增长20.00%，占总收入的比例分别为 80.27%和 19.68%。除此之外，比亚迪汽车业务的毛利率为23.02%，相较于上年同期提升了2.63个百分点，超过了特斯拉2023年18.2%的毛利率。值得一提的是，去年比亚迪成功拿下全球电动车销量排行榜冠军，全年电动车的销量高达302.4万辆，同比增长67.79%，将特斯拉甩在身后，其中海外销量同比大增457.66%。国内市场方面，根据中汽协数据，比亚迪去年新能源汽车市占率进一步提升至 31.9%，同比增长4.8个百分点，连续十一年稳居中国新能源汽车销量龙头地位，蝉联全球新能源汽车销量桂冠。此外，比亚迪宣布拟每10股派发现金红利30.96元，以目前总股本29.11亿股为基数，现金红利总额约为90.12亿元。展望2024年，比亚迪在财报中指出：预期2024年中国新能源汽车市场，将延续强劲增长势头，迈进千万辆级时代，渗透率有望再突破。 在汽车领域，本集团将强化核心技术的研发及自主可控，持续提升产品竞争力；紧抓市场消费趋势，持续推进多品牌矩阵布局，加速业务出海进程，助力中国汽车产业引领全球新能源汽车浪潮。展望2024年，机构普遍认为比亚迪将继续引领行业增长，销量预期为400万辆左右。银河证券研报指出，产品、高端化、出口已经形成比亚迪三大增长动能。展望2024年，公司有望凭借完备的产品布局与稳固的品牌声誉继续增长，海外市场将带来新增量，预计2024年比亚迪新能源乘用车销量达到380万辆，其中出口销量有望达50万辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":323579500314840,"gmtCreate":1720021104187,"gmtModify":1720021207891,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"这种公司垃圾","listText":"这种公司垃圾","text":"这种公司垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323579500314840","repostId":"2448172490","repostType":2,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323579448356952,"gmtCreate":1720020991239,"gmtModify":1720021048896,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"垃圾啊","listText":"垃圾啊","text":"垃圾啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323579448356952","repostId":"1182206191","repostType":2,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304399895040248,"gmtCreate":1715350893575,"gmtModify":1715350895634,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"这么差的消费预期，还继续加息？","listText":"这么差的消费预期，还继续加息？","text":"这么差的消费预期，还继续加息？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304399895040248","repostId":"2434532852","repostType":2,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294176829792472,"gmtCreate":1712843682859,"gmtModify":1712843684658,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"越来越不看好这种视频平台了","listText":"越来越不看好这种视频平台了","text":"越来越不看好这种视频平台了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294176829792472","repostId":"2426254673","repostType":2,"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294176405364816,"gmtCreate":1712843539188,"gmtModify":1712843541237,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"外资继续可以套现，何必那","listText":"外资继续可以套现，何必那","text":"外资继续可以套现，何必那","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294176405364816","repostId":"2426394392","repostType":2,"repost":{"id":"2426394392","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":1712828799,"share":"https://www.laohu8.com/m/news/2426394392?lang=&edition=full","pubTime":"2024-04-11 17:46","market":"hk","language":"zh","title":"腾讯：4月11日耗资约10亿港元回购318万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2426394392","media":"老虎资讯综合","summary":"2024年4月11日耗资约10亿港元回购318万股股份。","content":"<html><head></head><body><p>腾讯控股公布，2024年4月11日耗资约10亿港元回购318万股股份。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e77af5b167748fbc6771980c4dae029e\" tg-width=\"560\" tg-height=\"240\"/></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>腾讯：4月11日耗资约10亿港元回购318万股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯：4月11日耗资约10亿港元回购318万股\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\">2024-04-11 17:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>腾讯控股公布，2024年4月11日耗资约10亿港元回购318万股股份。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e77af5b167748fbc6771980c4dae029e\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426394392","content_text":"腾讯控股公布，2024年4月11日耗资约10亿港元回购318万股股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293796687343776,"gmtCreate":1712758226331,"gmtModify":1712758228380,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"为自己创办企业站台有啥奇怪的，没什么好期待的。","listText":"为自己创办企业站台有啥奇怪的，没什么好期待的。","text":"为自己创办企业站台有啥奇怪的，没什么好期待的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293796687343776","repostId":"1167305937","repostType":2,"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293794303946952,"gmtCreate":1712757648017,"gmtModify":1712757649943,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"反弹就是抛出！淘宝天猫现在会员都是送的","listText":"反弹就是抛出！淘宝天猫现在会员都是送的","text":"反弹就是抛出！淘宝天猫现在会员都是送的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293794303946952","repostId":"1128359076","repostType":2,"repost":{"id":"1128359076","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":1712711959,"share":"https://www.laohu8.com/m/news/1128359076?lang=&edition=full","pubTime":"2024-04-10 09:19","market":"hk","language":"zh","title":"马云内部发声：肯定阿里变革一年成效","url":"https://stock-news.laohu8.com/highlight/detail?id=1128359076","media":"老虎资讯综合","summary":"4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称$阿里巴巴$已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。","content":"<html><head></head><body><p>4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。</p><p>马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。</p><p>他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”</p><p>据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1f569c4925b4efa51fadef0f3f4983a\" tg-width=\"640\" tg-height=\"1654\"/></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>马云内部发声：肯定阿里变革一年成效</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马云内部发声：肯定阿里变革一年成效\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\">2024-04-10 09:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。</p><p>马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。</p><p>他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”</p><p>据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1f569c4925b4efa51fadef0f3f4983a\" tg-width=\"640\" tg-height=\"1654\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK1591":"就地过年概念","09988":"阿里巴巴-W","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK1610":"ETF&股票定投概念","BABA":"阿里巴巴","BK4581":"高盛持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128359076","content_text":"4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称阿里巴巴已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293793472307440,"gmtCreate":1712757499299,"gmtModify":1712757959253,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"这种公司反弹就是诱多","listText":"这种公司反弹就是诱多","text":"这种公司反弹就是诱多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293793472307440","repostId":"2426158607","repostType":2,"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293792701223144,"gmtCreate":1712757378662,"gmtModify":1712757941914,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"港股没戏！","listText":"港股没戏！","text":"港股没戏！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293792701223144","repostId":"1130872151","repostType":2,"repost":{"id":"1130872151","pubTimestamp":1712740154,"share":"https://www.laohu8.com/m/news/1130872151?lang=&edition=full","pubTime":"2024-04-10 17:09","market":"hk","language":"zh","title":"中国资产爆发，港股“技术性牛市”，“做多中国”交易回来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1130872151","media":"华尔街见闻","summary":"超过90%的新兴市场基金正在增持中国股市。","content":"<html><head></head><body><p>近期，中国资产迎来爆发，港股大涨、恒生国企指数进入技术性牛市，全球资金正重返中国市场，“做多中国”交易又回来了？</p><p style=\"text-align: justify;\">4月10日，港股大涨，恒生国企指数涨超2%，报6016.83点，较1月创下的阶段低点涨幅达到20%，进入技术性牛市。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cda2fb6ad64e6f9355cac6693e6361b\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">隔夜美股，中国资产大爆发，纳斯达克中国金龙指数涨1.68%。目前纳斯达克中国金龙指数的市盈率只有20倍，而美国纳斯达克指数的市盈率达到了30倍，从估值角度来看，中概股仍颇具吸引力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687e11452466e642f7a5af372680502b\" tg-width=\"560\" tg-height=\"240\"/></p><p>中概互联网ETF持续上涨，4只中概互联网ETF今日涨幅都到达约2.5%。根据数据显示，按2023年盈利预期，中概互联网股的估值在2023年9月对应PE为15.7倍，23年12月对应PE为14.2倍，而2024年3月已下降至13倍附近，处于低位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a18ccae88ec71173ffd89866473237d4\" tg-width=\"640\" tg-height=\"157\"/></p><p style=\"text-align: justify;\">同时，<strong>新加坡铁矿石期货价格创下两年多来最大的两日涨幅</strong>，分析指出，这一变化主要得益于世界第二大经济体——中国的钢铁需求和产量增长的积极前景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/117240fbf2191b7bed56bd9671a25e8b\" tg-width=\"640\" tg-height=\"295\"/></p><h2 id=\"id_2735335683\" style=\"text-align: start;\">美股吸引力逐步消失</h2><p style=\"text-align: justify;\">弘则研究在最近发布的报告中指出，美国经济数据强劲，降息预期持续受挫，美国风险资产尤其是<strong>美股吸引力逐步消失</strong>，投资美股的风险收益比在降低。</p><p style=\"text-align: justify;\">在通胀预期卷土重来之时，市场对美联储的降息预期面临“崩溃”的局面，目前，美联储基金期货12月合约显示，今年的降息预期约为60个基点，而2024年初的降息预期约为150个基点。</p><p style=\"text-align: justify;\">在降息预期逆转之际，美股市场出现明显呈现出“涨不动”的态势：道琼斯工业平均指数上周下跌2.3%，创下2023年3月以来最差单周表现。标普500指数上周下跌近1%，为1月早些时候以来的最大单周跌幅。</p><p style=\"text-align: justify;\">高盛的数据显示，对冲基金上周连续第二周净抛售全球股票，这几乎完全是由卖空推动的，为自1月中旬以来对冲基金最大的抛售力度。</p><p style=\"text-align: justify;\">华尔街见闻此前分析指出，本周美股涨势还将面临关键考验：一是通胀数据过热会否再次扼杀降息希望；二是美股一季度的财报季拉开序幕，企业的盈利能力和前景能否支撑起当前的较高估值。</p><h2 id=\"id_2133358930\" style=\"text-align: start;\">中国资产的性价比开始凸显</h2><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中表示，全球资金正在重返中国股市，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\">弘则研究在报告中指出，与美股相比，当前投资中国股市的性价比更高，中国股市更具有吸引力，尤其看好港股。</p><p style=\"text-align: justify;\">兴业证券首席策略分析师张忆东表示，港股经历了信心回落的“最冷寒冬”，高胜率资产或将引领“春回港股”。</p><p style=\"text-align: justify;\">截至2024年3月20日，恒生指数相对于中国10年期国债收益率计算的风险溢价为9.48%，处于2008年以来的高点附近，恒生指数相对于美国10年期国债收益率计算的风险溢价为7.50%。而对比全球其他主要股市，截至2024年3月20日，美股的风险溢价甚至是负的，日股的风险溢价仅2.76%，欧洲股市的风险溢价仅4.34%。</p><p style=\"text-align: justify;\">除了港股风险溢价之外，张忆东指出，对比港股代表性股票与美股同类个股的估值，港股具有明显折价。</p><p style=\"text-align: justify;\">以科技行业为例，港股腾讯、阿里、京东、网易、百度的PE估值在8-16倍左右的区间，PEG在0.7-2倍之间，而美股谷歌、微软、脸书、亚马逊的PE估值在20-40倍之间，PEG在1-2倍的区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3298f12ba074d76b3e5f21490fffa9c\" tg-width=\"640\" tg-height=\"558\"/></p><p style=\"text-align: justify;\">多家外资机构近期发布报告，不约而同地指出，随着中国经济回升向好、海外流动性紧缩趋于缓和、跨境投融资便利化程度不断提升和公司治理状况逐步改善，中国资产将吸引越来越多的外资进入。</p><p style=\"text-align: justify;\">近期的中国宏观经济数据显示，中国经济正在形成一个潜在的底部，中国3月制造业PMI指数6个月来重返扩张区间，服务业PMI也创下自6月份以来的最高，而标普全球PMI中的一项工厂指数也达到了13个月以来新高。</p><p style=\"text-align: justify;\">汇丰最新数据显示，<strong>超过90%的新兴市场基金正在增持中国股市</strong>，今年2月和3月，全球投资者连续两个月通过港股通净买入中国内地股票，上一次出现这种情况是在去年6月和7月。</p></body></html>","source":"live_wallstreetcn","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>中国资产爆发，港股“技术性牛市”，“做多中国”交易回来了</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中国资产爆发，港股“技术性牛市”，“做多中国”交易回来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 17:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712386><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，中国资产迎来爆发，港股大涨、恒生国企指数进入技术性牛市，全球资金正重返中国市场，“做多中国”交易又回来了？4月10日，港股大涨，恒生国企指数涨超2%，报6016.83点，较1月创下的阶段低点涨幅达到20%，进入技术性牛市。隔夜美股，中国资产大爆发，纳斯达克中国金龙指数涨1.68%。目前纳斯达克中国金龙指数的市盈率只有20倍，而美国纳斯达克指数的市盈率达到了30倍，从估值角度来看，中概股仍颇具...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712386\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3712386","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1130872151","content_text":"近期，中国资产迎来爆发，港股大涨、恒生国企指数进入技术性牛市，全球资金正重返中国市场，“做多中国”交易又回来了？4月10日，港股大涨，恒生国企指数涨超2%，报6016.83点，较1月创下的阶段低点涨幅达到20%，进入技术性牛市。隔夜美股，中国资产大爆发，纳斯达克中国金龙指数涨1.68%。目前纳斯达克中国金龙指数的市盈率只有20倍，而美国纳斯达克指数的市盈率达到了30倍，从估值角度来看，中概股仍颇具吸引力。中概互联网ETF持续上涨，4只中概互联网ETF今日涨幅都到达约2.5%。根据数据显示，按2023年盈利预期，中概互联网股的估值在2023年9月对应PE为15.7倍，23年12月对应PE为14.2倍，而2024年3月已下降至13倍附近，处于低位。同时，新加坡铁矿石期货价格创下两年多来最大的两日涨幅，分析指出，这一变化主要得益于世界第二大经济体——中国的钢铁需求和产量增长的积极前景。美股吸引力逐步消失弘则研究在最近发布的报告中指出，美国经济数据强劲，降息预期持续受挫，美国风险资产尤其是美股吸引力逐步消失，投资美股的风险收益比在降低。在通胀预期卷土重来之时，市场对美联储的降息预期面临“崩溃”的局面，目前，美联储基金期货12月合约显示，今年的降息预期约为60个基点，而2024年初的降息预期约为150个基点。在降息预期逆转之际，美股市场出现明显呈现出“涨不动”的态势：道琼斯工业平均指数上周下跌2.3%，创下2023年3月以来最差单周表现。标普500指数上周下跌近1%，为1月早些时候以来的最大单周跌幅。高盛的数据显示，对冲基金上周连续第二周净抛售全球股票，这几乎完全是由卖空推动的，为自1月中旬以来对冲基金最大的抛售力度。华尔街见闻此前分析指出，本周美股涨势还将面临关键考验：一是通胀数据过热会否再次扼杀降息希望；二是美股一季度的财报季拉开序幕，企业的盈利能力和前景能否支撑起当前的较高估值。中国资产的性价比开始凸显摩根士丹利在最新发布的报告中表示，全球资金正在重返中国股市，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。弘则研究在报告中指出，与美股相比，当前投资中国股市的性价比更高，中国股市更具有吸引力，尤其看好港股。兴业证券首席策略分析师张忆东表示，港股经历了信心回落的“最冷寒冬”，高胜率资产或将引领“春回港股”。截至2024年3月20日，恒生指数相对于中国10年期国债收益率计算的风险溢价为9.48%，处于2008年以来的高点附近，恒生指数相对于美国10年期国债收益率计算的风险溢价为7.50%。而对比全球其他主要股市，截至2024年3月20日，美股的风险溢价甚至是负的，日股的风险溢价仅2.76%，欧洲股市的风险溢价仅4.34%。除了港股风险溢价之外，张忆东指出，对比港股代表性股票与美股同类个股的估值，港股具有明显折价。以科技行业为例，港股腾讯、阿里、京东、网易、百度的PE估值在8-16倍左右的区间，PEG在0.7-2倍之间，而美股谷歌、微软、脸书、亚马逊的PE估值在20-40倍之间，PEG在1-2倍的区间。多家外资机构近期发布报告，不约而同地指出，随着中国经济回升向好、海外流动性紧缩趋于缓和、跨境投融资便利化程度不断提升和公司治理状况逐步改善，中国资产将吸引越来越多的外资进入。近期的中国宏观经济数据显示，中国经济正在形成一个潜在的底部，中国3月制造业PMI指数6个月来重返扩张区间，服务业PMI也创下自6月份以来的最高，而标普全球PMI中的一项工厂指数也达到了13个月以来新高。汇丰最新数据显示，超过90%的新兴市场基金正在增持中国股市，今年2月和3月，全球投资者连续两个月通过港股通净买入中国内地股票，上一次出现这种情况是在去年6月和7月。","news_type":1},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293479231959168,"gmtCreate":1712669730021,"gmtModify":1712670729509,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"这种公司早就卖了！红利流量结束","listText":"这种公司早就卖了！红利流量结束","text":"这种公司早就卖了！红利流量结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293479231959168","repostId":"290690601074976","repostType":1,"repost":{"id":290690601074976,"gmtCreate":1711995398374,"gmtModify":1711995403090,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 阿里巴巴的现金流逐渐走下坡路，阿里巴巴高层收缩版图得意图也逐渐明显，所以预计阿里巴巴会继续抛售b站的股票，这会给b站股票在中期带来很大的抛压。","listText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 阿里巴巴的现金流逐渐走下坡路，阿里巴巴高层收缩版图得意图也逐渐明显，所以预计阿里巴巴会继续抛售b站的股票，这会给b站股票在中期带来很大的抛压。","text":"$哔哩哔哩(BILI)$ 阿里巴巴的现金流逐渐走下坡路，阿里巴巴高层收缩版图得意图也逐渐明显，所以预计阿里巴巴会继续抛售b站的股票，这会给b站股票在中期带来很大的抛压。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290690601074976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288497459355848,"gmtCreate":1711466749968,"gmtModify":1711468910869,"author":{"id":"4163633023211170","authorId":"4163633023211170","name":"1a0dacb6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163633023211170","idStr":"4163633023211170"},"themes":[],"htmlText":"不认为2024还会继续增长","listText":"不认为2024还会继续增长","text":"不认为2024还会继续增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288497459355848","repostId":"1140748976","repostType":2,"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}