一只毛线的个人主页 - 老虎社区

一只毛线

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IP属地：北京

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2018-09-14

$Tilray Inc.(TLRY)$ 求发财

2019-10-16

玩了这么久股票，小米是唯一那种不管什么时候买都能让你亏的 $小米集团-W(01810)$

2019-11-05

$迅雷(XNET)$其实你们都知道这票💊，网速越来越快，带宽越来越大，5G马上普及，这种下载器越来越没有自己的价值了。但你们都在赌有人接盘，等最后一哆嗦。我先买几手PUT慢慢看

2018-09-24

$Tilray Inc.(TLRY)$ 有个很流行的小视频配乐，就一个词，“run！” 感觉特别应景

2022-06-10

“也不能允许美国页岩油重新开采”是从哪来的呢？美国什么时候停止过吗？

老虎点评 | 美股市场全面下跌！原因竟是因为这一数据？

2019-11-09

$迅雷(XNET)$一起吗

2024-10-27

有没有懂的人科普下，这个钱从哪出？给到谁？

阿里巴巴-W(09988)就股东集体诉讼案达成和解协议

2023-03-14

没啥用，到时候91天的客户一样闹

理想汽车：购车90天内降价将返还差价

2023-01-03

$腾讯控股(00700)$ 美股腾讯为什么每股派2美元股息呢？

2022-10-24

我认为：你们说的这些我都懂，但我没说的那些你们也懂吗

腾讯三季报业绩前瞻汇总：核心竞争优势稳固视频号潜力强劲

2021-03-31

$顺丰控股(002352)$https://zhuanlan.zhihu.com/p/97451864

2020-03-20

$波音(BA)$抄底ETF的大军正在路上，这货会被被动拉升的

去老虎APP查看更多动态

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Securities Litigation , No. 1:20-cv-09568-GBD-JW (S.D.N.Y.)的合并推定股东集体诉讼案达成和解协议。根据协议，集团同意支付4.335亿美元以和解前述案件，所有...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1200858.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK1249":"综合零售","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4581":"高盛持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","09988":"阿里巴巴-W","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","BK4565":"NFT概念","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4524":"宅经济概念","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","BK1584":"蚂蚁金服概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BABA":"阿里巴巴","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","BK4538":"云计算","BK4585":"ETF&股票定投概念","BK4505":"高瓴资本持仓","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4575":"芯片概念","BK4535":"淡马锡持仓","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1200858.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2478151749","content_text":"智通财经APP讯，阿里巴巴-W(09988)发布公告，公司及公司相关现任和前任高管和董事已就先前公开文件披露的标题为In re: Alibaba Group Holding Ltd. 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21:28","market":"us","language":"zh","title":"理想汽车：购车90天内降价将返还差价","url":"https://stock-news.laohu8.com/highlight/detail?id=1139406066","media":"老虎资讯综合","summary":"目前L7、L8、L9均可享受这一政策。","content":"<html><head></head><body><p>3月13日，网络流传信息称，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>推出保价政策，自定购日起90天内，若所购车型官方售价有降价情形，理想汽车将主动返还差价。记者从理想汽车销售门店确认了上述消息，相关销售人员表示，<b>目前L7、L8、L9均可享受这一政策，主要是为了向消费者明确理想汽车确定不会降价。</b>（澎湃）</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>理想汽车：购车90天内降价将返还差价</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n理想汽车：购车90天内降价将返还差价\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-03-13 21:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月13日，网络流传信息称，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>推出保价政策，自定购日起90天内，若所购车型官方售价有降价情形，理想汽车将主动返还差价。记者从理想汽车销售门店确认了上述消息，相关销售人员表示，<b>目前L7、L8、L9均可享受这一政策，主要是为了向消费者明确理想汽车确定不会降价。</b>（澎湃）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139406066","content_text":"3月13日，网络流传信息称，理想汽车推出保价政策，自定购日起90天内，若所购车型官方售价有降价情形，理想汽车将主动返还差价。记者从理想汽车销售门店确认了上述消息，相关销售人员表示，目前L7、L8、L9均可享受这一政策，主要是为了向消费者明确理想汽车确定不会降价。（澎湃）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628014874,"gmtCreate":1672754633998,"gmtModify":1672754635146,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>美股腾讯为什么每股派2美元股息呢？","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>美股腾讯为什么每股派2美元股息呢？","text":"$腾讯控股(00700)$ 美股腾讯为什么每股派2美元股息呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628014874","isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662285853,"gmtCreate":1666595739372,"gmtModify":1666595742593,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"我认为：你们说的这些我都懂，但我没说的那些你们也懂吗","listText":"我认为：你们说的这些我都懂，但我没说的那些你们也懂吗","text":"我认为：你们说的这些我都懂，但我没说的那些你们也懂吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662285853","repostId":"2277218184","repostType":2,"repost":{"id":"2277218184","kind":"news","pubTimestamp":1666331789,"share":"https://www.laohu8.com/m/news/2277218184?lang=&edition=full","pubTime":"2022-10-21 13:56","market":"hk","language":"zh","title":"腾讯三季报业绩前瞻汇总：核心竞争优势稳固 视频号潜力强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2277218184","media":"金融界","summary":"近期，多家机构发布了腾讯三季度业绩前瞻。中信证券指出，预计腾讯三季度收入缓慢复苏，核心业务仍保持较强竞争优势，同时公司降本增效持续推进，利润逐步改善。截至2022年10月14日，腾讯今年以来累计回购共计76次，累计回购金额共计245亿港元，7月以来大部分单日回购金额占当日交易额比例超过4%，平均为6.5%。","content":"<html><body><article><p>近期，多家机构发布了腾讯三季度业绩前瞻。</p><p><strong><a href=\"https://laohu8.com/S/002673\">西部证券</a></strong>表示，<strong>三季度腾讯经营环比改善</strong>，<strong>视频号</strong>贡献广告业务增量，<strong>广告</strong>营收跌幅环比收窄；但由于新游戏数量及表现均不及去年同期，收入贡献有限，<strong>游戏业务</strong>增长继续承压；线上支付规模恢复增长，<strong>金融科技业务</strong>实现环比增长，<strong>云业务</strong>继续贯彻降本增效战略，收入和利<strong>润均得到</strong>一定修复。</p><p><strong><a href=\"https://laohu8.com/S/601162\">天风证券</a></strong>认为：<strong>腾讯核心</strong>竞争优势稳固，基本面中期动能较充足。<strong>游戏业务</strong>渡过市场调整期后，随着产品管线释放、海外渗透率提升，有望逐步恢复收入弹性；<strong>视频号</strong>潜力强劲，商业化提速，或可推动广告业务进入新一轮增长期；<strong>金融科技及企业服务</strong>消化基数后亦有望重拾较高增长。</p><p><strong><a href=\"https://laohu8.com/S/000750\">国海证券</a></strong>观点表示，<strong>腾讯利润环比继续改善</strong>。分业务来看：</p><p>1）<strong>游戏业务</strong>受到去年高基数同时新游增量有限影响，同比增速承压；</p><p>2）<strong>社交网络</strong>方面，腾讯视频网剧、综艺维持高品质，市场口碑双收，继续深耕中视频赛道；视频号商业化提速，线上演唱会影响力强势出圈；</p><p>3）<strong>广告业务方面</strong>，宏观经济逐步向好，广告需求触底反弹，预计广告业务Q3开始逐步回温，伴随电商旺季和视频号增量年底广告增速有望转正；</p><p>4）<strong>金融科技与企业服务</strong>，预计金融科技业务随着线下消费逐步回暖，伴随电商旺季进一步回升；云业务战略调整仍处于过渡期，预计年内仍承压，更加关注增长质量，利润率有望提升。</p><p><strong><a href=\"https://laohu8.com/S/600030\">中信证券</a></strong>指出，预计腾讯三季度收入缓慢复苏，<strong>核心业务仍保持较强竞争优势</strong>，同时公司降本增效持续推进，利润逐步改善。当前公司股价已进入价值投资区间，随着宏观经济企稳、视频号商业化加速推进、新游戏陆续上线，公司业绩有望逐步恢复增长。</p><p><strong>腾讯估值到底了吗？后市怎么走</strong></p><p><strong>根据最新数据，</strong>腾讯目前估值水平处于历史底部，市盈率PE仅为10.82，<strong>为近十年以来的历史最低点。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20221021140120907d197ymbeq64ah0g\"/><p><strong>与此同时，</strong>2022年尤其Q3以来，<strong>腾讯维持高<span>回购</span>力度，提振市场信心。</strong>截至2022年10月14日，腾讯今年以来累计回购共计76次，累计回购金额共计245亿港元，7月以来大部分单日回购金额占当日交易额比例超过4%，平均为6.5%。</p><p>机构表示，以腾讯为首的多家港股互联网公司宣布了大额回购计划，预示<strong>互联网行业的估值已经进入到低位水平，释放出“见底”的信号，也凸显出中长期投资价值</strong>。</p><p><a href=\"https://laohu8.com/S/000776\">广发证券</a>通过复盘腾讯历史上七次<span>股份回购</span>周期的股价表现发现，通常腾讯股价在回购时期表现平淡，但<strong>在回购半年和一年后经常会有出色的表现</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20221021140126584d197hwnjsjq9gmz\"/><p><strong>腾讯的极低估值+逆天回购已吸引各路资金加速布局。</strong>截至10月20日，南下资金连续10个交易日净流入，且近4天单日净买入额超50亿港元，为2021年2月以来首次。回溯9月，南下资金更是一改7月和8月共计净买入不足100亿的窘迫，持续大幅放量流入，净买入额为348.96亿港元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20221021140127061d197snp3pac90gi\"/><p>不仅如此，三季度以来外资巨头坚定增持互联网板块，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、资本集团等国际资管巨头旗下基金截至9月底的持仓情况显示，摩根大通旗下中国<span>股票基金</span>和资本集团旗下欧洲<a href=\"https://laohu8.com/S/601099\">太平洋</a>(行情601099)成长基金都不约而同<span>加仓</span>了腾讯等互联网股票。不仅如此，摩根大通此前在重新审视互联网科技企业的短期和长期基本面前景后，全面上调互联网公司的评级以及目标价。</p><p>天风证券认为，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>明确的降本控费策略可支撑短期业绩韧性，收入加速的拐点渐行渐近，潜在风险已较充分地包含在当前估值水平中，下行空间相对有限。从中期配置而言，<strong>当前估值水平以及业绩修复趋势蕴含了可观的风险收益比。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯三季报业绩前瞻汇总：核心竞争优势稳固 视频号潜力强劲</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯三季报业绩前瞻汇总：核心竞争优势稳固 视频号潜力强劲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 13:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202210211401388232ab32&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，多家机构发布了腾讯三季度业绩前瞻。西部证券表示，三季度腾讯经营环比改善，视频号贡献广告业务增量，广告营收跌幅环比收窄；但由于新游戏数量及表现均不及去年同期，收入贡献有限，游戏业务增长继续承压；线上支付规模恢复增长，金融科技业务实现环比增长，云业务继续贯彻降本增效战略，收入和利润均得到一定修复。天风证券认为：腾讯核心竞争优势稳固，基本面中期动能较充足。游戏业务渡过市场调整期后，随着产品管线释放...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202210211401388232ab32&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202210211401388232ab32&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2277218184","content_text":"近期，多家机构发布了腾讯三季度业绩前瞻。西部证券表示，三季度腾讯经营环比改善，视频号贡献广告业务增量，广告营收跌幅环比收窄；但由于新游戏数量及表现均不及去年同期，收入贡献有限，游戏业务增长继续承压；线上支付规模恢复增长，金融科技业务实现环比增长，云业务继续贯彻降本增效战略，收入和利润均得到一定修复。天风证券认为：腾讯核心竞争优势稳固，基本面中期动能较充足。游戏业务渡过市场调整期后，随着产品管线释放、海外渗透率提升，有望逐步恢复收入弹性；视频号潜力强劲，商业化提速，或可推动广告业务进入新一轮增长期；金融科技及企业服务消化基数后亦有望重拾较高增长。国海证券观点表示，腾讯利润环比继续改善。分业务来看：1）游戏业务受到去年高基数同时新游增量有限影响，同比增速承压；2）社交网络方面，腾讯视频网剧、综艺维持高品质，市场口碑双收，继续深耕中视频赛道；视频号商业化提速，线上演唱会影响力强势出圈；3）广告业务方面，宏观经济逐步向好，广告需求触底反弹，预计广告业务Q3开始逐步回温，伴随电商旺季和视频号增量年底广告增速有望转正；4）金融科技与企业服务，预计金融科技业务随着线下消费逐步回暖，伴随电商旺季进一步回升；云业务战略调整仍处于过渡期，预计年内仍承压，更加关注增长质量，利润率有望提升。中信证券指出，预计腾讯三季度收入缓慢复苏，核心业务仍保持较强竞争优势，同时公司降本增效持续推进，利润逐步改善。当前公司股价已进入价值投资区间，随着宏观经济企稳、视频号商业化加速推进、新游戏陆续上线，公司业绩有望逐步恢复增长。腾讯估值到底了吗？后市怎么走根据最新数据，腾讯目前估值水平处于历史底部，市盈率PE仅为10.82，为近十年以来的历史最低点。与此同时，2022年尤其Q3以来，腾讯维持高回购力度，提振市场信心。截至2022年10月14日，腾讯今年以来累计回购共计76次，累计回购金额共计245亿港元，7月以来大部分单日回购金额占当日交易额比例超过4%，平均为6.5%。机构表示，以腾讯为首的多家港股互联网公司宣布了大额回购计划，预示互联网行业的估值已经进入到低位水平，释放出“见底”的信号，也凸显出中长期投资价值。广发证券通过复盘腾讯历史上七次股份回购周期的股价表现发现，通常腾讯股价在回购时期表现平淡，但在回购半年和一年后经常会有出色的表现。腾讯的极低估值+逆天回购已吸引各路资金加速布局。截至10月20日，南下资金连续10个交易日净流入，且近4天单日净买入额超50亿港元，为2021年2月以来首次。回溯9月，南下资金更是一改7月和8月共计净买入不足100亿的窘迫，持续大幅放量流入，净买入额为348.96亿港元。不仅如此，三季度以来外资巨头坚定增持互联网板块，摩根大通、资本集团等国际资管巨头旗下基金截至9月底的持仓情况显示，摩根大通旗下中国股票基金和资本集团旗下欧洲太平洋(行情601099)成长基金都不约而同加仓了腾讯等互联网股票。不仅如此，摩根大通此前在重新审视互联网科技企业的短期和长期基本面前景后，全面上调互联网公司的评级以及目标价。天风证券认为，腾讯控股明确的降本控费策略可支撑短期业绩韧性，收入加速的拐点渐行渐近，潜在风险已较充分地包含在当前估值水平中，下行空间相对有限。从中期配置而言，当前估值水平以及业绩修复趋势蕴含了可观的风险收益比。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680811915,"gmtCreate":1654869797439,"gmtModify":1704860742457,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"“也不能允许美国页岩油重新开采”是从哪来的呢？美国什么时候停止过吗？","listText":"“也不能允许美国页岩油重新开采”是从哪来的呢？美国什么时候停止过吗？","text":"“也不能允许美国页岩油重新开采”是从哪来的呢？美国什么时候停止过吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/680811915","repostId":"1146962406","repostType":2,"repost":{"id":"1146962406","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1654823595,"share":"https://www.laohu8.com/m/news/1146962406?lang=&edition=full","pubTime":"2022-06-10 09:13","market":"us","language":"zh","title":"老虎点评 | 美股市场全面下跌！原因竟是因为这一数据？","url":"https://stock-news.laohu8.com/highlight/detail?id=1146962406","media":"老虎锐评","summary":"隔夜美股市场又全面下跌，华尔街日报认为是市场担忧今天的CPI数据。其实市场完全不用担心今天的CPI数据，因为CPI数据肯定会非常难看，甚至会比4月份的更难看。下图是美国平均的汽油价格，是老百姓的汽油价","content":"<html><head></head><body><p>隔夜美股市场又全面下跌，华尔街日报认为是市场担忧今天的CPI数据。其实市场完全不用担心今天的CPI数据，因为CPI数据肯定会非常难看，甚至会比4月份的更难看。下图是美国平均的汽油价格，是老百姓的汽油价格不是国际交易的原油价格，也就是直接反应到物价成本的价格。下图绿框是全美4月的汽油价格，红框是5月的汽油价格。</p><p><img src=\"https://static.tigerbbs.com/af827b5e8c0dd113b95db9c860ad2843\" tg-width=\"1866\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>其实很多人都没有意识到汽油价格高，到底对社会的危害有多大。</p><p>根据经济学原理，某样产品的价格过高，那么消费量就会降低，或者更便宜的替代产品就会出现，但是这个原理完全不适用于汽油。美国的汽油价格就算再高，老百姓出门开车上门上学的使用也很难减少，汽车的使用是必须的。而汽油的价格，就像老百姓的税一样，汽油价格过高，就好比老百姓的税率过高。</p><p>现在老百姓的收入开始减少（没有了政府补助），而汽油价格越来越高他们又不得不用汽车，那么他们唯一能做的，就是减少其它可选消费，比方说少买两样电子产品或者衣服或者少去超市买龙虾。<b>在汽油高企的背景下，消费的下降受到了两个推动力夹击——收入下降，汽油价格过高。</b></p><p>目前从中国到美国东西海岸的货运费用出现了断崖式下跌。下图是中国到美国西海岸的货运价格，但这还只是刚刚开始。</p><p><img src=\"https://static.tigerbbs.com/3f81a0cbdba7e985216c9668e96b676f\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>航运股这两天也在大跌（ZIM，GOGL，MATX，SBLX），因为受到了Target倾销库存消息的影响。大部分人现在已经能感觉到美国消费力下降山雨欲来风满楼，但是大部分人还没意识到，消费力下降的另一个重要原因，是原油价格过高导致的。</p><p>美国CPI要想冷却，只能从汽油价格入手。而汽油价格要想冷却，只能俄乌战争停止/美国页岩油重新启动。可惜，作为美国左派的意识形态的代表，拜登既不能劝乌克兰投降，也不能允许美国页岩油重新开采。最后只有一个结论，CPI无解。</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>老虎点评 | 美股市场全面下跌！原因竟是因为这一数据？</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老虎点评 | 美股市场全面下跌！原因竟是因为这一数据？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-06-10 09:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>隔夜美股市场又全面下跌，华尔街日报认为是市场担忧今天的CPI数据。其实市场完全不用担心今天的CPI数据，因为CPI数据肯定会非常难看，甚至会比4月份的更难看。下图是美国平均的汽油价格，是老百姓的汽油价格不是国际交易的原油价格，也就是直接反应到物价成本的价格。下图绿框是全美4月的汽油价格，红框是5月的汽油价格。</p><p><img src=\"https://static.tigerbbs.com/af827b5e8c0dd113b95db9c860ad2843\" tg-width=\"1866\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>其实很多人都没有意识到汽油价格高，到底对社会的危害有多大。</p><p>根据经济学原理，某样产品的价格过高，那么消费量就会降低，或者更便宜的替代产品就会出现，但是这个原理完全不适用于汽油。美国的汽油价格就算再高，老百姓出门开车上门上学的使用也很难减少，汽车的使用是必须的。而汽油的价格，就像老百姓的税一样，汽油价格过高，就好比老百姓的税率过高。</p><p>现在老百姓的收入开始减少（没有了政府补助），而汽油价格越来越高他们又不得不用汽车，那么他们唯一能做的，就是减少其它可选消费，比方说少买两样电子产品或者衣服或者少去超市买龙虾。<b>在汽油高企的背景下，消费的下降受到了两个推动力夹击——收入下降，汽油价格过高。</b></p><p>目前从中国到美国东西海岸的货运费用出现了断崖式下跌。下图是中国到美国西海岸的货运价格，但这还只是刚刚开始。</p><p><img src=\"https://static.tigerbbs.com/3f81a0cbdba7e985216c9668e96b676f\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>航运股这两天也在大跌（ZIM，GOGL，MATX，SBLX），因为受到了Target倾销库存消息的影响。大部分人现在已经能感觉到美国消费力下降山雨欲来风满楼，但是大部分人还没意识到，消费力下降的另一个重要原因，是原油价格过高导致的。</p><p>美国CPI要想冷却，只能从汽油价格入手。而汽油价格要想冷却，只能俄乌战争停止/美国页岩油重新启动。可惜，作为美国左派的意识形态的代表，拜登既不能劝乌克兰投降，也不能允许美国页岩油重新开采。最后只有一个结论，CPI无解。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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感觉特别应景","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/277022","isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680811915,"gmtCreate":1654869797439,"gmtModify":1704860742457,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"“也不能允许美国页岩油重新开采”是从哪来的呢？美国什么时候停止过吗？","listText":"“也不能允许美国页岩油重新开采”是从哪来的呢？美国什么时候停止过吗？","text":"“也不能允许美国页岩油重新开采”是从哪来的呢？美国什么时候停止过吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/680811915","repostId":"1146962406","repostType":2,"repost":{"id":"1146962406","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1654823595,"share":"https://www.laohu8.com/m/news/1146962406?lang=&edition=full","pubTime":"2022-06-10 09:13","market":"us","language":"zh","title":"老虎点评 | 美股市场全面下跌！原因竟是因为这一数据？","url":"https://stock-news.laohu8.com/highlight/detail?id=1146962406","media":"老虎锐评","summary":"隔夜美股市场又全面下跌，华尔街日报认为是市场担忧今天的CPI数据。其实市场完全不用担心今天的CPI数据，因为CPI数据肯定会非常难看，甚至会比4月份的更难看。下图是美国平均的汽油价格，是老百姓的汽油价","content":"<html><head></head><body><p>隔夜美股市场又全面下跌，华尔街日报认为是市场担忧今天的CPI数据。其实市场完全不用担心今天的CPI数据，因为CPI数据肯定会非常难看，甚至会比4月份的更难看。下图是美国平均的汽油价格，是老百姓的汽油价格不是国际交易的原油价格，也就是直接反应到物价成本的价格。下图绿框是全美4月的汽油价格，红框是5月的汽油价格。</p><p><img src=\"https://static.tigerbbs.com/af827b5e8c0dd113b95db9c860ad2843\" tg-width=\"1866\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>其实很多人都没有意识到汽油价格高，到底对社会的危害有多大。</p><p>根据经济学原理，某样产品的价格过高，那么消费量就会降低，或者更便宜的替代产品就会出现，但是这个原理完全不适用于汽油。美国的汽油价格就算再高，老百姓出门开车上门上学的使用也很难减少，汽车的使用是必须的。而汽油的价格，就像老百姓的税一样，汽油价格过高，就好比老百姓的税率过高。</p><p>现在老百姓的收入开始减少（没有了政府补助），而汽油价格越来越高他们又不得不用汽车，那么他们唯一能做的，就是减少其它可选消费，比方说少买两样电子产品或者衣服或者少去超市买龙虾。<b>在汽油高企的背景下，消费的下降受到了两个推动力夹击——收入下降，汽油价格过高。</b></p><p>目前从中国到美国东西海岸的货运费用出现了断崖式下跌。下图是中国到美国西海岸的货运价格，但这还只是刚刚开始。</p><p><img src=\"https://static.tigerbbs.com/3f81a0cbdba7e985216c9668e96b676f\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>航运股这两天也在大跌（ZIM，GOGL，MATX，SBLX），因为受到了Target倾销库存消息的影响。大部分人现在已经能感觉到美国消费力下降山雨欲来风满楼，但是大部分人还没意识到，消费力下降的另一个重要原因，是原油价格过高导致的。</p><p>美国CPI要想冷却，只能从汽油价格入手。而汽油价格要想冷却，只能俄乌战争停止/美国页岩油重新启动。可惜，作为美国左派的意识形态的代表，拜登既不能劝乌克兰投降，也不能允许美国页岩油重新开采。最后只有一个结论，CPI无解。</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>老虎点评 | 美股市场全面下跌！原因竟是因为这一数据？</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; 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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老虎点评 | 美股市场全面下跌！原因竟是因为这一数据？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-06-10 09:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>隔夜美股市场又全面下跌，华尔街日报认为是市场担忧今天的CPI数据。其实市场完全不用担心今天的CPI数据，因为CPI数据肯定会非常难看，甚至会比4月份的更难看。下图是美国平均的汽油价格，是老百姓的汽油价格不是国际交易的原油价格，也就是直接反应到物价成本的价格。下图绿框是全美4月的汽油价格，红框是5月的汽油价格。</p><p><img src=\"https://static.tigerbbs.com/af827b5e8c0dd113b95db9c860ad2843\" tg-width=\"1866\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>其实很多人都没有意识到汽油价格高，到底对社会的危害有多大。</p><p>根据经济学原理，某样产品的价格过高，那么消费量就会降低，或者更便宜的替代产品就会出现，但是这个原理完全不适用于汽油。美国的汽油价格就算再高，老百姓出门开车上门上学的使用也很难减少，汽车的使用是必须的。而汽油的价格，就像老百姓的税一样，汽油价格过高，就好比老百姓的税率过高。</p><p>现在老百姓的收入开始减少（没有了政府补助），而汽油价格越来越高他们又不得不用汽车，那么他们唯一能做的，就是减少其它可选消费，比方说少买两样电子产品或者衣服或者少去超市买龙虾。<b>在汽油高企的背景下，消费的下降受到了两个推动力夹击——收入下降，汽油价格过高。</b></p><p>目前从中国到美国东西海岸的货运费用出现了断崖式下跌。下图是中国到美国西海岸的货运价格，但这还只是刚刚开始。</p><p><img src=\"https://static.tigerbbs.com/3f81a0cbdba7e985216c9668e96b676f\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/></p><p>航运股这两天也在大跌（ZIM，GOGL，MATX，SBLX），因为受到了Target倾销库存消息的影响。大部分人现在已经能感觉到美国消费力下降山雨欲来风满楼，但是大部分人还没意识到，消费力下降的另一个重要原因，是原油价格过高导致的。</p><p>美国CPI要想冷却，只能从汽油价格入手。而汽油价格要想冷却，只能俄乌战争停止/美国页岩油重新启动。可惜，作为美国左派的意识形态的代表，拜登既不能劝乌克兰投降，也不能允许美国页岩油重新开采。最后只有一个结论，CPI无解。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146962406","content_text":"隔夜美股市场又全面下跌，华尔街日报认为是市场担忧今天的CPI数据。其实市场完全不用担心今天的CPI数据，因为CPI数据肯定会非常难看，甚至会比4月份的更难看。下图是美国平均的汽油价格，是老百姓的汽油价格不是国际交易的原油价格，也就是直接反应到物价成本的价格。下图绿框是全美4月的汽油价格，红框是5月的汽油价格。其实很多人都没有意识到汽油价格高，到底对社会的危害有多大。根据经济学原理，某样产品的价格过高，那么消费量就会降低，或者更便宜的替代产品就会出现，但是这个原理完全不适用于汽油。美国的汽油价格就算再高，老百姓出门开车上门上学的使用也很难减少，汽车的使用是必须的。而汽油的价格，就像老百姓的税一样，汽油价格过高，就好比老百姓的税率过高。现在老百姓的收入开始减少（没有了政府补助），而汽油价格越来越高他们又不得不用汽车，那么他们唯一能做的，就是减少其它可选消费，比方说少买两样电子产品或者衣服或者少去超市买龙虾。在汽油高企的背景下，消费的下降受到了两个推动力夹击——收入下降，汽油价格过高。目前从中国到美国东西海岸的货运费用出现了断崖式下跌。下图是中国到美国西海岸的货运价格，但这还只是刚刚开始。航运股这两天也在大跌（ZIM，GOGL，MATX，SBLX），因为受到了Target倾销库存消息的影响。大部分人现在已经能感觉到美国消费力下降山雨欲来风满楼，但是大部分人还没意识到，消费力下降的另一个重要原因，是原油价格过高导致的。美国CPI要想冷却，只能从汽油价格入手。而汽油价格要想冷却，只能俄乌战争停止/美国页岩油重新启动。可惜，作为美国左派的意识形态的代表，拜登既不能劝乌克兰投降，也不能允许美国页岩油重新开采。最后只有一个结论，CPI无解。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935975125,"gmtCreate":1573233391867,"gmtModify":1704725860017,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a>一起吗","listText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a>一起吗","text":"$迅雷(XNET)$一起吗","images":[{"img":"https://static.tigerbbs.com/3c625d968088992d585379e71370d690","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/935975125","isVote":1,"tweetType":1,"viewCount":2001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":364621520695536,"gmtCreate":1730028945557,"gmtModify":1730028947354,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"有没有懂的人科普下，这个钱从哪出？给到谁？","listText":"有没有懂的人科普下，这个钱从哪出？给到谁？","text":"有没有懂的人科普下，这个钱从哪出？给到谁？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364621520695536","repostId":"2478151749","repostType":2,"repost":{"id":"2478151749","kind":"news","pubTimestamp":1730028071,"share":"https://www.laohu8.com/m/news/2478151749?lang=&edition=full","pubTime":"2024-10-27 19:21","market":"hk","language":"zh","title":"阿里巴巴-W(09988)就股东集体诉讼案达成和解协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2478151749","media":"智通财经","summary":"智通财经APP讯，阿里巴巴-W(09988)发布公告，公司及公司相关现任和前任高管和董事已就先前公开文件披露的标题为In re: Alibaba Group Holding Ltd. Securities Litigation , No. 1:20-cv-09568-GBD-JW (S.D.N.Y.)的合并推定股东集体诉讼案达成和解协议。根据协议，集团同意支付4.335亿美元以和解前述案件，所有被告就该诉讼中提出的全部索赔获得全面豁免。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>(09988)发布公告，公司及公司相关现任和前任高管和董事已就先前公开文件披露的标题为In re: Alibaba Group Holding Ltd. Securities Litigation , No. 1:20-cv-09568-GBD-JW (S.D.N.Y.)的合并推定股东集体诉讼案达成和解协议。根据协议，集团同意支付4.335亿美元以和解前述案件，所有被告就该诉讼中提出的全部索赔获得全面豁免。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴-W(09988)就股东集体诉讼案达成和解协议</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阿里巴巴-W(09988)就股东集体诉讼案达成和解协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-27 19:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1200858.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，阿里巴巴-W(09988)发布公告，公司及公司相关现任和前任高管和董事已就先前公开文件披露的标题为In re: Alibaba Group Holding Ltd. Securities Litigation , No. 1:20-cv-09568-GBD-JW (S.D.N.Y.)的合并推定股东集体诉讼案达成和解协议。根据协议，集团同意支付4.335亿美元以和解前述案件，所有...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1200858.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK1249":"综合零售","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4581":"高盛持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","09988":"阿里巴巴-W","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","BK4565":"NFT概念","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4524":"宅经济概念","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","BK1584":"蚂蚁金服概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BABA":"阿里巴巴","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","BK4538":"云计算","BK4585":"ETF&股票定投概念","BK4505":"高瓴资本持仓","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4575":"芯片概念","BK4535":"淡马锡持仓","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1200858.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2478151749","content_text":"智通财经APP讯，阿里巴巴-W(09988)发布公告，公司及公司相关现任和前任高管和董事已就先前公开文件披露的标题为In re: Alibaba Group Holding Ltd. Securities Litigation , No. 1:20-cv-09568-GBD-JW (S.D.N.Y.)的合并推定股东集体诉讼案达成和解协议。根据协议，集团同意支付4.335亿美元以和解前述案件，所有被告就该诉讼中提出的全部索赔获得全面豁免。","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650007328,"gmtCreate":1678725065764,"gmtModify":1678725067502,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"没啥用，到时候91天的客户一样闹","listText":"没啥用，到时候91天的客户一样闹","text":"没啥用，到时候91天的客户一样闹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650007328","repostId":"1139406066","repostType":4,"repost":{"id":"1139406066","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1678714120,"share":"https://www.laohu8.com/m/news/1139406066?lang=&edition=full","pubTime":"2023-03-13 21:28","market":"us","language":"zh","title":"理想汽车：购车90天内降价将返还差价","url":"https://stock-news.laohu8.com/highlight/detail?id=1139406066","media":"老虎资讯综合","summary":"目前L7、L8、L9均可享受这一政策。","content":"<html><head></head><body><p>3月13日，网络流传信息称，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>推出保价政策，自定购日起90天内，若所购车型官方售价有降价情形，理想汽车将主动返还差价。记者从理想汽车销售门店确认了上述消息，相关销售人员表示，<b>目前L7、L8、L9均可享受这一政策，主要是为了向消费者明确理想汽车确定不会降价。</b>（澎湃）</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>理想汽车：购车90天内降价将返还差价</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n理想汽车：购车90天内降价将返还差价\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-03-13 21:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月13日，网络流传信息称，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>推出保价政策，自定购日起90天内，若所购车型官方售价有降价情形，理想汽车将主动返还差价。记者从理想汽车销售门店确认了上述消息，相关销售人员表示，<b>目前L7、L8、L9均可享受这一政策，主要是为了向消费者明确理想汽车确定不会降价。</b>（澎湃）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139406066","content_text":"3月13日，网络流传信息称，理想汽车推出保价政策，自定购日起90天内，若所购车型官方售价有降价情形，理想汽车将主动返还差价。记者从理想汽车销售门店确认了上述消息，相关销售人员表示，目前L7、L8、L9均可享受这一政策，主要是为了向消费者明确理想汽车确定不会降价。（澎湃）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628014874,"gmtCreate":1672754633998,"gmtModify":1672754635146,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>美股腾讯为什么每股派2美元股息呢？","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>美股腾讯为什么每股派2美元股息呢？","text":"$腾讯控股(00700)$ 美股腾讯为什么每股派2美元股息呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628014874","isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662285853,"gmtCreate":1666595739372,"gmtModify":1666595742593,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"我认为：你们说的这些我都懂，但我没说的那些你们也懂吗","listText":"我认为：你们说的这些我都懂，但我没说的那些你们也懂吗","text":"我认为：你们说的这些我都懂，但我没说的那些你们也懂吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662285853","repostId":"2277218184","repostType":2,"repost":{"id":"2277218184","kind":"news","pubTimestamp":1666331789,"share":"https://www.laohu8.com/m/news/2277218184?lang=&edition=full","pubTime":"2022-10-21 13:56","market":"hk","language":"zh","title":"腾讯三季报业绩前瞻汇总：核心竞争优势稳固 视频号潜力强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2277218184","media":"金融界","summary":"近期，多家机构发布了腾讯三季度业绩前瞻。中信证券指出，预计腾讯三季度收入缓慢复苏，核心业务仍保持较强竞争优势，同时公司降本增效持续推进，利润逐步改善。截至2022年10月14日，腾讯今年以来累计回购共计76次，累计回购金额共计245亿港元，7月以来大部分单日回购金额占当日交易额比例超过4%，平均为6.5%。","content":"<html><body><article><p>近期，多家机构发布了腾讯三季度业绩前瞻。</p><p><strong><a href=\"https://laohu8.com/S/002673\">西部证券</a></strong>表示，<strong>三季度腾讯经营环比改善</strong>，<strong>视频号</strong>贡献广告业务增量，<strong>广告</strong>营收跌幅环比收窄；但由于新游戏数量及表现均不及去年同期，收入贡献有限，<strong>游戏业务</strong>增长继续承压；线上支付规模恢复增长，<strong>金融科技业务</strong>实现环比增长，<strong>云业务</strong>继续贯彻降本增效战略，收入和利<strong>润均得到</strong>一定修复。</p><p><strong><a href=\"https://laohu8.com/S/601162\">天风证券</a></strong>认为：<strong>腾讯核心</strong>竞争优势稳固，基本面中期动能较充足。<strong>游戏业务</strong>渡过市场调整期后，随着产品管线释放、海外渗透率提升，有望逐步恢复收入弹性；<strong>视频号</strong>潜力强劲，商业化提速，或可推动广告业务进入新一轮增长期；<strong>金融科技及企业服务</strong>消化基数后亦有望重拾较高增长。</p><p><strong><a href=\"https://laohu8.com/S/000750\">国海证券</a></strong>观点表示，<strong>腾讯利润环比继续改善</strong>。分业务来看：</p><p>1）<strong>游戏业务</strong>受到去年高基数同时新游增量有限影响，同比增速承压；</p><p>2）<strong>社交网络</strong>方面，腾讯视频网剧、综艺维持高品质，市场口碑双收，继续深耕中视频赛道；视频号商业化提速，线上演唱会影响力强势出圈；</p><p>3）<strong>广告业务方面</strong>，宏观经济逐步向好，广告需求触底反弹，预计广告业务Q3开始逐步回温，伴随电商旺季和视频号增量年底广告增速有望转正；</p><p>4）<strong>金融科技与企业服务</strong>，预计金融科技业务随着线下消费逐步回暖，伴随电商旺季进一步回升；云业务战略调整仍处于过渡期，预计年内仍承压，更加关注增长质量，利润率有望提升。</p><p><strong><a href=\"https://laohu8.com/S/600030\">中信证券</a></strong>指出，预计腾讯三季度收入缓慢复苏，<strong>核心业务仍保持较强竞争优势</strong>，同时公司降本增效持续推进，利润逐步改善。当前公司股价已进入价值投资区间，随着宏观经济企稳、视频号商业化加速推进、新游戏陆续上线，公司业绩有望逐步恢复增长。</p><p><strong>腾讯估值到底了吗？后市怎么走</strong></p><p><strong>根据最新数据，</strong>腾讯目前估值水平处于历史底部，市盈率PE仅为10.82，<strong>为近十年以来的历史最低点。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20221021140120907d197ymbeq64ah0g\"/><p><strong>与此同时，</strong>2022年尤其Q3以来，<strong>腾讯维持高<span>回购</span>力度，提振市场信心。</strong>截至2022年10月14日，腾讯今年以来累计回购共计76次，累计回购金额共计245亿港元，7月以来大部分单日回购金额占当日交易额比例超过4%，平均为6.5%。</p><p>机构表示，以腾讯为首的多家港股互联网公司宣布了大额回购计划，预示<strong>互联网行业的估值已经进入到低位水平，释放出“见底”的信号，也凸显出中长期投资价值</strong>。</p><p><a href=\"https://laohu8.com/S/000776\">广发证券</a>通过复盘腾讯历史上七次<span>股份回购</span>周期的股价表现发现，通常腾讯股价在回购时期表现平淡，但<strong>在回购半年和一年后经常会有出色的表现</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20221021140126584d197hwnjsjq9gmz\"/><p><strong>腾讯的极低估值+逆天回购已吸引各路资金加速布局。</strong>截至10月20日，南下资金连续10个交易日净流入，且近4天单日净买入额超50亿港元，为2021年2月以来首次。回溯9月，南下资金更是一改7月和8月共计净买入不足100亿的窘迫，持续大幅放量流入，净买入额为348.96亿港元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20221021140127061d197snp3pac90gi\"/><p>不仅如此，三季度以来外资巨头坚定增持互联网板块，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、资本集团等国际资管巨头旗下基金截至9月底的持仓情况显示，摩根大通旗下中国<span>股票基金</span>和资本集团旗下欧洲<a href=\"https://laohu8.com/S/601099\">太平洋</a>(行情601099)成长基金都不约而同<span>加仓</span>了腾讯等互联网股票。不仅如此，摩根大通此前在重新审视互联网科技企业的短期和长期基本面前景后，全面上调互联网公司的评级以及目标价。</p><p>天风证券认为，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>明确的降本控费策略可支撑短期业绩韧性，收入加速的拐点渐行渐近，潜在风险已较充分地包含在当前估值水平中，下行空间相对有限。从中期配置而言，<strong>当前估值水平以及业绩修复趋势蕴含了可观的风险收益比。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯三季报业绩前瞻汇总：核心竞争优势稳固 视频号潜力强劲</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯三季报业绩前瞻汇总：核心竞争优势稳固 视频号潜力强劲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 13:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202210211401388232ab32&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，多家机构发布了腾讯三季度业绩前瞻。西部证券表示，三季度腾讯经营环比改善，视频号贡献广告业务增量，广告营收跌幅环比收窄；但由于新游戏数量及表现均不及去年同期，收入贡献有限，游戏业务增长继续承压；线上支付规模恢复增长，金融科技业务实现环比增长，云业务继续贯彻降本增效战略，收入和利润均得到一定修复。天风证券认为：腾讯核心竞争优势稳固，基本面中期动能较充足。游戏业务渡过市场调整期后，随着产品管线释放...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202210211401388232ab32&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202210211401388232ab32&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2277218184","content_text":"近期，多家机构发布了腾讯三季度业绩前瞻。西部证券表示，三季度腾讯经营环比改善，视频号贡献广告业务增量，广告营收跌幅环比收窄；但由于新游戏数量及表现均不及去年同期，收入贡献有限，游戏业务增长继续承压；线上支付规模恢复增长，金融科技业务实现环比增长，云业务继续贯彻降本增效战略，收入和利润均得到一定修复。天风证券认为：腾讯核心竞争优势稳固，基本面中期动能较充足。游戏业务渡过市场调整期后，随着产品管线释放、海外渗透率提升，有望逐步恢复收入弹性；视频号潜力强劲，商业化提速，或可推动广告业务进入新一轮增长期；金融科技及企业服务消化基数后亦有望重拾较高增长。国海证券观点表示，腾讯利润环比继续改善。分业务来看：1）游戏业务受到去年高基数同时新游增量有限影响，同比增速承压；2）社交网络方面，腾讯视频网剧、综艺维持高品质，市场口碑双收，继续深耕中视频赛道；视频号商业化提速，线上演唱会影响力强势出圈；3）广告业务方面，宏观经济逐步向好，广告需求触底反弹，预计广告业务Q3开始逐步回温，伴随电商旺季和视频号增量年底广告增速有望转正；4）金融科技与企业服务，预计金融科技业务随着线下消费逐步回暖，伴随电商旺季进一步回升；云业务战略调整仍处于过渡期，预计年内仍承压，更加关注增长质量，利润率有望提升。中信证券指出，预计腾讯三季度收入缓慢复苏，核心业务仍保持较强竞争优势，同时公司降本增效持续推进，利润逐步改善。当前公司股价已进入价值投资区间，随着宏观经济企稳、视频号商业化加速推进、新游戏陆续上线，公司业绩有望逐步恢复增长。腾讯估值到底了吗？后市怎么走根据最新数据，腾讯目前估值水平处于历史底部，市盈率PE仅为10.82，为近十年以来的历史最低点。与此同时，2022年尤其Q3以来，腾讯维持高回购力度，提振市场信心。截至2022年10月14日，腾讯今年以来累计回购共计76次，累计回购金额共计245亿港元，7月以来大部分单日回购金额占当日交易额比例超过4%，平均为6.5%。机构表示，以腾讯为首的多家港股互联网公司宣布了大额回购计划，预示互联网行业的估值已经进入到低位水平，释放出“见底”的信号，也凸显出中长期投资价值。广发证券通过复盘腾讯历史上七次股份回购周期的股价表现发现，通常腾讯股价在回购时期表现平淡，但在回购半年和一年后经常会有出色的表现。腾讯的极低估值+逆天回购已吸引各路资金加速布局。截至10月20日，南下资金连续10个交易日净流入，且近4天单日净买入额超50亿港元，为2021年2月以来首次。回溯9月，南下资金更是一改7月和8月共计净买入不足100亿的窘迫，持续大幅放量流入，净买入额为348.96亿港元。不仅如此，三季度以来外资巨头坚定增持互联网板块，摩根大通、资本集团等国际资管巨头旗下基金截至9月底的持仓情况显示，摩根大通旗下中国股票基金和资本集团旗下欧洲太平洋(行情601099)成长基金都不约而同加仓了腾讯等互联网股票。不仅如此，摩根大通此前在重新审视互联网科技企业的短期和长期基本面前景后，全面上调互联网公司的评级以及目标价。天风证券认为，腾讯控股明确的降本控费策略可支撑短期业绩韧性，收入加速的拐点渐行渐近，潜在风险已较充分地包含在当前估值水平中，下行空间相对有限。从中期配置而言，当前估值水平以及业绩修复趋势蕴含了可观的风险收益比。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354403163,"gmtCreate":1617193433252,"gmtModify":1617193433252,"author":{"id":"87963318063130","authorId":"87963318063130","name":"一只毛线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"87963318063130","authorIdStr":"87963318063130"},"themes":[],"htmlText":"<a 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