新加坡投资圈

10-01

OUE REIT Retains Four-Star GRESB Rating With Record Score Of 88.7

Our score improved by three points, outperforming both the 2026 GRESB average of 80.9 and our peer group average of 83.6. This progress reflects stronger environmental performance, supported by consistently high social and governance scores. Mr Han Khim Siew, Chief Executive Officer and Executive Director of the Manager, said, “Sustainability is an integral part of how we manage and future-proof our portfolio, supporting long-term value creation through responsible capital stewardship, disciplined asset management, and operational excellence. During the year, OUE Bayfront joined the Marina Bay District Cooling System, marking a key milestone in its decarbonisation journey. The initiative is expected not only to deliver meaningful energy savings, but also to unlock additional value by conve

OUE REIT Retains Four-Star GRESB Rating With Record Score Of 88.7

OUE REIT

09-29

OUE REIT Brings the F1 Buzz to Orchard Road

🏎️ With Formula 1 fever back in Singapore bringing an incredible buzz to town, OUE REIT’s team at Hilton Singapore Orchard and Mandarin Gallery have also geared up to make your experience even more memorable! Hilton Singapore Orchard: 𝐓𝐡𝐞 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝 𝐏𝐢𝐭 𝐒𝐭𝐨𝐩 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 Tapping into Hilton’s global partnership with the McLaren Mastercard F1® Team, the hotel is hosting interactive activations across multiple guest touchpoints: 🔸 𝐎𝐧-𝐠𝐫𝐨𝐮𝐧𝐝 𝐀𝐜𝐭𝐢𝐯𝐚𝐭𝐢𝐨𝐧: Step up to ‘The Orchard Road Pit Stop Challenge’ booth at Hilton Singapore Orchard and test your race knowledge! Ace the challenge card to unlock a swift 20% pit perk off our race-themed menu at Ginger.Lily. 🔸 𝐒𝐨𝐜𝐢𝐚𝐥 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 (28 𝐒𝐞𝐩 & 5 𝐎𝐜𝐭): Missed our first giveaway? Join our second contest on 5 October for a chance to win prizes, ranging

OUE REIT Brings the F1 Buzz to Orchard Road

OUE REIT

09-21

OUE REIT moves to close value gap as CEO Han sees ‘exciting inflexion point’ ahead

With the latest 25 bps rate hike from the Federal Reserve and 10-year US Treasury yields sustained near 5%, REITs are facing a defining moment: the "higher-for-longer" landscape is no longer market volatility to endure, but a structural shift requiring proactive adaptation. At OUE REIT, we didn't wait for this reality to set in; we anticipated and engineered our strategy accordingly. In a recent interview with The Edge Singapore, our CEO, Han Khim Siew, unpacks how OUE REIT's Phase 3 Value Creation journey unlocks and crystallises value through disciplined capital stewardship. Having turned the corner since 2022, OUE REIT is operating from a position of strength at an exciting inflexion point. By actively recycling capital into prime, future-ready assets, reducing borrowing costs against t

OUE REIT moves to close value gap as CEO Han sees ‘exciting inflexion point’ ahead

OUE REIT

07-24

OUE REIT X Lim & Tan Lunchtime Webinar

OUE REIT has delivered a 28.6% YoY in DPU in 1H26. The stellar performance is underpinned by a robust hospitality performance, effective capital management and the successful execution of our capital recycling strategy. Want to know what comes next? Join our CEO, Mr Han Khim Siew, and CFO, Mr Lionel Chua, next Tuesday at Lim & Tan’s lunchtime webinar as they unpack: 🔸 The key drivers behind this strong 1H performance 🔸 What comes next for OUE REIT’s Phase 3 Value Creation Journey 🔸 How we are strategically positioning the portfolio to capture future opportunities Don't miss this chance to hear directly from the management and ask your questions! 📅Date: 28 July 2026, Tuesday 🕧Time: 12.00pm - 1.00pm 👉Webinar link: https://lnkd.in/gre7Dq7c $华联房地产投资信托

OUE REIT X Lim & Tan Lunchtime Webinar

OUE REIT

07-22

OUE REIT Delivers 28.6% YoY Increase in 1H 2026 DPU to 1.26 cents

OUE REIT is pleased to report a 28.6% year-on-year increase in Distribution per Unit (DPU) to 1.26 Singapore cents for the financial period from 1 January 2026 to 30 June 2026 (“1H 2026”). The strong performance was underpinned by: ✅ 𝐑𝐨𝐛𝐮𝐬𝐭 𝐡𝐨𝐬𝐩𝐢𝐭𝐚𝐥𝐢𝐭𝐲 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞, with hospitality NPI rising 12.3% YoY in 1H 2026 and portfolio RevPAR increasing 10.7% YoY to S$258. ✅ 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, resulting in a 16.6% 𝐘𝐨𝐘 𝐫𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐢𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐜𝐨𝐬𝐭𝐬 in 1H 2026. ✅ 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠, with the 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐓𝐨𝐰𝐞𝐫, 𝐒𝐲𝐝𝐧𝐞𝐲, contributing S$2.2 million in share of results from associates. Mr Han Khim Siew, Chief Executive Officer of the Manager, said, “OUE REIT delivered a robust set of results in 1H 2026, supported by our diversified portfolio, active portfolio recon

OUE REIT Delivers 28.6% YoY Increase in 1H 2026 DPU to 1.26 cents

OUE REIT

06-26

OUE REIT To Divest Crowne Plaza Changi Airport at 1.3% Above Valuation

OUE REIT takes another step in its Phase 3 Value Creation Journey with the proposed S$500 million divestment of Crowne Plaza Changi Airport, at an ~1.3% premium to the average of two independent valuations. [胜利] In line with our commitment to Unitholders, the Manager intends to distribute S$20.0 million of the net cash proceeds from the transaction. Following the announcement, DBS Bank, OCBC, Maybank, Lim & Tan, and S&P Global have issued reports on the proposed divestment. We are pleased to share that all covering analysts have maintained their “Buy” ratings, with target prices unchanged. Key Takeaways: Unlocks value from a mature hospitality asset ahead of the expiry of its Hotel Management Agreement and Master Lease Agreement in 2028 Delivers S$20.0 million special distributions

OUE REIT To Divest Crowne Plaza Changi Airport at 1.3% Above Valuation

OUE REIT

06-11

Strengthening Investor Confidence Through Active Engagement

At OUE REIT, building investor confidence relies on one thing: consistent, meaningful communications. Throughout 1H 2026, our team has been fully dedicated to staying close to the market, keeping everyone from regional institutional funds to local retail investors firmly in the loop. On the 𝐡𝐨𝐦𝐞 𝐟𝐫𝐨𝐧𝐭, we teamed up with 𝐔𝐁𝐒 𝐚𝐧𝐝 𝐑𝐇𝐁 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 for some incredible face-to-face investor engagements through 𝐬𝐢𝐭𝐞 𝐯𝐢𝐬𝐢𝐭𝐬 𝐚𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐥𝐮𝐧𝐜𝐡𝐞𝐬, sharing insights on our value creation journey and exchanging views on hospitality performance. We continued to take the OUE REIT story across borders, presenting at the 𝘕𝘏𝘐𝘚-𝘚𝘎𝘟 𝘚𝘪𝘯𝘨𝘢𝘱𝘰𝘳𝘦 𝘙𝘌𝘐𝘛𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘋𝘢𝘺 in Seoul and the 𝘔𝘢𝘺𝘣𝘢𝘯𝘬-𝘙𝘌𝘐𝘛𝘈𝘚-𝘚𝘎𝘟 𝘚-𝘙𝘌𝘐𝘛 𝘋𝘢𝘺 in Bangkok. We are encouraged by the positive feedback received, including investors affirming the 𝐬𝐮𝐜𝐜𝐞

Strengthening Investor Confidence Through Active Engagement

直击业绩会

05-22

🚀 蔚来2026Q1：毛利率19%创四年新高，连续两季盈利，但成本预警压制股价

欢迎收听蔚来FY2026Q1业绩电话会议回放 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 核心结论：蔚来2026Q1财报交出"连续盈利"的关键成绩单，营收255.3亿元同比增长112.2%，交付83,465辆同比增长98.3%，综合毛利率19%创四年来新高，Non-GAAP经营利润6,680万元实现连续第二个季度盈利。但盘前股价涨5.55%后盘中回落，核心矛盾在于：财报本身标志着蔚来从"烧钱换规模"向"规模换利润"的战略质变，但市场此前对蔚来的盈利持续性仍存疑虑，投资者更关注Q2及全年能否在原材料涨价压力下维持17%-18%的毛利率目标，以及多品牌协同下的盈利规模是否足够大。德意志银行指出，蔚来过去多次财报后股价剧烈波动，显示市场对"盈利拐点"的验证门槛已显著提升。 2026年5月21日盘前，蔚来公司发布了2026年第一季度（截至2026年3月31日）财报。本次财报是蔚来经历2025年组织架构深度调整、CBU（最小经营单元）机制全面推行后的关键验证，标志着公司从"最惨的人"到"连续盈利"的叙事质变。报告显示，蔚来在2026年中国汽车市场整体承压的背景下实现了逆势增长，但盘前股价涨5.

🚀 蔚来2026Q1：毛利率19%创四年新高，连续两季盈利，但成本预警压制股价

OUE REIT

05-21

Join OUE REIT at REITs Symposium 2026!

Curious about how OUE REIT is driving its next phase of growth? Join us this Saturday at the REITs Symposium 2026 to discover how we are future-proofing our portfolio and creating long-term value. Meet our management team and get first-hand insights into: Phase 3 Value Creation Journey: Our active capital stewardship for sustainable growth. Sydney Market Entry: How our latest international expansion strengthens portfolio resilience. Sustainability at OUE Bayfront: Unlocking value through green initiatives and asset enhancement. 📅 Date: 23 May 2026, Saturday 🕘 Time: 10.00am – 5.00pm 🏢 Venue: Suntec Convention Centre, Level 3, Summit 1 & 2 👉 Booth: B8 See you there! $华联房地产投资信托(TS0U.SI)$

Join OUE REIT at REITs Symposium 2026!

新能源Bot

05-07

🚗【新势力2026年4月战报】零跑狂飙7万+，第二梯队彻底混战

📊 2026年4月新势力销量排行： 🥇$零跑汽车(09863)$：71387辆 🥈$理想汽车(LI)$ $理想汽车-W(02015)$：34085辆 🥉$赛力斯(09927)$ $赛力斯(601127)$：33132辆 $极氪(ZK)$：销量31787辆 $小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$：31011辆 $小米集团ADR(XIACY)$ $小米集团-W(01810)$：30000+辆 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$：29356辆（蔚来19024｜乐道5352｜萤火虫4980）

🚗【新势力2026年4月战报】零跑狂飙7万+，第二梯队彻底混战

OUE REIT

04-30

Covering Analysts Reiterate Confidence in OUE REIT Following Robust 1Q 2026 Performance

Following our robust 1Q 2026 performance, we are pleased to see covering analysts reiterate their confidence in OUE REIT in their latest reports and maintained their “BUY”/“ADD” ratings. CGS International and OCBC raised their target prices to S$0.44 and S$0.41 respectively and increased their FY 2026 DPU forecasts after factoring in the acquisition of a 19.9% interest in 180 George Street and potential upside upon the completion of OUE Bayfront’s Level 17 space conversion. Meanwhile, DBS, Maybank, PhillipCapital and Beansprout highlighted OUE REIT’s strong 1Q 2026 performance, supported by broad-based portfolio growth, a clear recovery in hospitality performance, and a more efficient capital structure with upside from easing interest rates. 𝐊𝐞𝐲 𝐕𝐢𝐞𝐰𝐬 𝐟𝐫𝐨𝐦 𝐀𝐧𝐚𝐥𝐲𝐬𝐭𝐬: [你懂的] 𝐏𝐡𝐚𝐬𝐞 3 𝐕𝐚𝐥𝐮𝐞 𝐂𝐫𝐞

Covering Analysts Reiterate Confidence in OUE REIT Following Robust 1Q 2026 Performance

OUE REIT

04-22

OUE REIT Delivers Higher Revenue and NPI in 1Q 2026

OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [强] 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydney’s core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [强] 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐦𝐞-𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐫𝐨𝐛𝐮𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve

OUE REIT Delivers Higher Revenue and NPI in 1Q 2026

新能源Bot

04-10

蔚来ES9技术发布会媒体群访实录

蔚来ES9技术发布会媒体群访，以下内容非官方速记，由录音整理，可能存在错误，仅供参考。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 一、关于一季度盈利预期与交付目标媒体提问：昨天发布会后，大家对ES9非常期待。请问一季度蔚来的盈利预期如何？ES9这款车是否会成为蔚来新的利润奶牛？李斌：关于一季度的盈利情况，大家可以关注我们后续的财报。去年大家也看到了，一方面源于我们十几年来在技术、产品和用户体验上的积累（例如纯电架构、换电网络）；另一方面，去年我们在内部管理和成本控制上做了大量提效工作。今年一季度，整个汽车行业的压力是非常大的。但即使在这种环境下，我们一季度的交付量接近翻番（超3万台）。我相信从二季度开始，随着ES9等高毛利车型的交付，它对我们整个公司的运营利润和财务表现将带来更加显著的积极帮助。二、为什么做“行政旗舰SUV”而不做“MPV”？媒体提问：现在很多友商都在做高端MPV，蔚来为什么坚持不做MPV，而是用ES9这样一款行政级SUV去打高端市场？它相比MPV的核心优势是什么？李斌：我建议大家暂时**“忘记MPV”**这个标签。我们去调研买中大型MPV的用户，他们买的其实不是“MPV”这个形态，而是为了满足其对空间、舒适度和多人出行的需求。 MPV有它的好处，比如车厢高、进出方便，但我们要拿事实说话。SUV作为行政级座驾有不可替代的优势：气场与身份感：为什么各国政要出行大多乘坐全尺寸SUV而不是MPV？因为SUV的车身姿态更具威严感和安全感，像一个“玄关”，能更好地保

蔚来ES9技术发布会媒体群访实录

小虎老师

04-09

新加坡股市4月观察：资金流向、股息机会与2个潜在成长股

Hi 小虎们 👋 新加坡市场看起来一直“很稳”。但如果你仔细看最近的数据，其实已经有一些变化在发生。我们一起来拆解一下： 📊 市场概览：稳中偏强从整体来看，新加坡市场依然展现出较强的韧性： $富时新加坡海峡指数(STI.SI)$ 年初至今：+6.7% 已接近52周高点相比全球市场的波动，新加坡依然是一个典型的：低波动 + 防御型市场同时，宏观环境也在边际改善： 3个月SORA下行 → 流动性有所改善新加坡10年期国债收益率约2.2% → 利率环境稳定 💡 这意味着什么？利率趋稳 + 收益率可观 → 对高分红资产形成支撑（尤其是REITs和基建类资产） 💰 资金流向：机构开始回来了本周一个非常重要的变化是——资金结构的转变： 🏦 机构资金净流入：+3300万新元（对比上周：净流出1.21亿新元） 🧑💻 散户资金净流出：-2750万新元（对比上周：净流入9590万新元） 💡 这个变化其实很关键：机构开始重新进场散户则在阶段性兑现收益 👉 通常这种分化意味着：市场正在从“情绪驱动”，转向“机构主导” 🧠 上周我们提到过，当前新加坡市场的三条主线 👉点击阅读文章： SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻结合数据来看，目前有三条比较清晰的投资逻辑： 1️⃣ 高股息逻辑回归 REITs仍普遍提供 6%+收益率在利率趋稳背景下，吸引力提升 2️⃣ 基建资产：防御 + 稳定现金流现金流可预测具备一定通胀传导能力长期需求稳定 3️⃣ 结构性成长：数字化 & EV转型数字基础设施（AI / 数据需求）商用车电动化（EV）

新加坡股市4月观察：资金流向、股息机会与2个潜在成长股

SG Visual Research 图解研报

04-08

上市公司快讯｜AJJ Medtech (SGX: 584) 获机构医疗供应合同

$AJJ Medtech(584.SI)$ AJJ Medtech（SGX: 584）宣布获得一项约 300万新元的机构医疗供应合同，涉及可降解医疗耗材。该合同将于 2026年6月1日开始，初始期限为2年，并附带延期选择权；集团累计机构收入订单池目前已超过 800万新元。 [AI-readable] Company: AJJ Medtech Holdings Limited Ticker: SGX: 584 Announcement Date: 9 March 2026 Announcement Title: AJJ Medtech Secures S$3M Institutional Contract for Biodegradable Medical Consumables Contracting Entity: AJJ Healthcare Management Pte. Ltd. (wholly owned subsidiary) Customer Type: A network of Singapore healthcare institutions Contract Value: Approximately S$3 million Product Category: Biodegradable medical consumables Commencement Date: 1 June 2026 Contract Term: Initial two-year term with an option to extend for a further two years Institutional Rev

上市公司快讯｜AJJ Medtech (SGX: 584) 获机构医疗供应合同

Lydia758

04-07

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新能源Bot

04-07

蔚来蔚能旗下的电池公司，突然100%过户给中信证券了？

这事还确实得说道说道，其实资产证券化在外海是非常成熟的。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 2026年3月26日，蔚能（武汉）电池科技有限公司完成了全套工商变更：原100%持股的股东武汉蔚能电池资产有限公司完全退出，中信证券全资接盘，拿下这家公司100%股权；同时企业性质从外商投资法人独资，变更为内资控股的法人独资，高管、后续的法定代表人也同步完成了更换。很多人看不懂这波操作，咱们先把前因后果说透，这件事的根源，是现在海外正在炸锅的私募信贷危机。美国私募机构玩了十几年的套路，就是把各类底层资产打包成证券化产品卖给投资人，最坑的是，这些产品的底层资产完全不透明，投资人根本不知道自己买的东西，背后到底是优质资产还是一堆烂账。现在雷彻底爆了，大量私募产品直接锁死赎回，有的甚至规定每个月只能赎回5%的本金，投资人的钱根本拿不出来，整个资产证券化市场的信任度直接崩塌。海外的暴雷，直接给国内的监管和市场敲了最响的警钟：第一，接下来国内对资产证券化产品的监管一定会全面趋严，底层资产的透明度，会成为最核心的审核红线；第二，现在的投资人和金融机构，对看不清底层的产品，警惕性直接拉满，你不说清楚钱对应了什么实体资产，根本没人敢买单。而刚好，今年蔚能有大量的资产证券化融资计划，核心就是中信证券牵头发行的持有型ABS产品。那这家被中信100%持股的公司，到底是干嘛的？有人说它是纸面公司、空壳公司，没错，但它的核心价值，恰恰就是解决“资产透明”这个生死问题。它就是专门为这批ABS产品设立的

蔚来蔚能旗下的电池公司，突然100%过户给中信证券了？

新能源Bot

04-02

🚗【新势力2026年3月战报】零跑夺冠，多品牌杀入“2万+”俱乐部

📊 2026年3月新势力销量排行：🥇$零跑汽车(09863)$：50029辆🥈$理想汽车(LI)$ $理想汽车-W(02015)$：41053辆🥉$蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$：35486辆（蔚来22490｜乐道6877｜萤火虫6119）4️⃣$极氪(ZK)$：销量29318辆5️⃣$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$：27415辆6️⃣ $赛力斯(09927)$ $赛力斯(601127)$：22706辆7️⃣ $小米集团ADR(XIACY)$ $小米集团-W(01810)$：2

🚗【新势力2026年3月战报】零跑夺冠，多品牌杀入“2万+”俱乐部

Lydia758

04-01

阅

小虎老师

04-01

SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻

👋 Hi, Tigers~2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉：👉 好像“比去年活跃了”👉 但又没有明显牛市那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情”🧾 指数表现（YTD）$富时新加坡海峡指数(STI.SI)$ Q1收盘报价，4885.45点，上涨5.15%（高于 $标普500(.SPX)$ 的2.35%），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。📊 市场活跃度（季度维度）综合 Singapore Exchange $新加坡交易所(S68.SI)$ Q1数据：股票日均成交额（SDAV）：2月表现强劲，同比增长45%至21亿新元（自2020年最高水平）证券市场总成交额同比增长30%至385亿新元ETF交易加速：2月份ETF月成交额同比增长172%至11亿新元衍生品日均成交量：+22% 至166万份合同总交易量达到2710万份合同，同比增长6%📌 核心变化：流动性确实回来了，而且不是短期现象👉 问大家一个问题：你最近在SGX下单，滑点/成交体验有没有变好？🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解）1️⃣ 银行：绝对主线（最大赢家）代表公司：$星展集团控股(D05.SI)$ （YTD +2.31%)

SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻

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Hilton Singapore Orchard: 𝐓𝐡𝐞 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝 𝐏𝐢𝐭 𝐒𝐭𝐨𝐩 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 Tapping into Hilton’s global partnership with the McLaren Mastercard F1® Team, the hotel is hosting interactive activations across multiple guest touchpoints: 🔸 𝐎𝐧-𝐠𝐫𝐨𝐮𝐧𝐝 𝐀𝐜𝐭𝐢𝐯𝐚𝐭𝐢𝐨𝐧: Step up to ‘The Orchard Road Pit Stop Challenge’ booth at Hilton Singapore Orchard and test your race knowledge! Ace the challenge card to unlock a swift 20% pit perk off our race-themed menu at Ginger.Lily. 🔸 𝐒𝐨𝐜𝐢𝐚𝐥 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 (28 𝐒𝐞𝐩 &amp; 5 𝐎𝐜𝐭): Missed our first giveaway? Join our second contest on 5 October for a chance to win prizes, ranging","listText":"🏎️ With Formula 1 fever back in Singapore bringing an incredible buzz to town, OUE REIT’s team at Hilton Singapore Orchard and Mandarin Gallery have also geared up to make your experience even more memorable! Hilton Singapore Orchard: 𝐓𝐡𝐞 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝 𝐏𝐢𝐭 𝐒𝐭𝐨𝐩 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 Tapping into Hilton’s global partnership with the McLaren Mastercard F1® Team, the hotel is hosting interactive activations across multiple guest touchpoints: 🔸 𝐎𝐧-𝐠𝐫𝐨𝐮𝐧𝐝 𝐀𝐜𝐭𝐢𝐯𝐚𝐭𝐢𝐨𝐧: Step up to ‘The Orchard Road Pit Stop Challenge’ booth at Hilton Singapore Orchard and test your race knowledge! Ace the challenge card to unlock a swift 20% pit perk off our race-themed menu at Ginger.Lily. 🔸 𝐒𝐨𝐜𝐢𝐚𝐥 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 (28 𝐒𝐞𝐩 &amp; 5 𝐎𝐜𝐭): Missed our first giveaway? Join our second contest on 5 October for a chance to win prizes, ranging","text":"🏎️ With Formula 1 fever back in Singapore bringing an incredible buzz to town, OUE REIT’s team at Hilton Singapore Orchard and Mandarin Gallery have also geared up to make your experience even more memorable! 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The stellar performance is underpinned by a robust hospitality performance, effective capital management and the successful execution of our capital recycling strategy. Want to know what comes next? Join our CEO, Mr Han Khim Siew, and CFO, Mr Lionel Chua, next Tuesday at Lim &amp; Tan’s lunchtime webinar as they unpack: 🔸 The key drivers behind this strong 1H performance 🔸 What comes next for OUE REIT’s Phase 3 Value Creation Journey 🔸 How we are strategically positioning the portfolio to capture future opportunities Don't miss this chance to hear directly from the management and ask your questions! 📅Date: 28 July 2026, Tuesday 🕧Time: 12.00pm - 1.00pm 👉Webinar link: https://lnkd.in/gre7Dq7c <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托</a>","listText":"OUE REIT has delivered a 28.6% YoY in DPU in 1H26. The stellar performance is underpinned by a robust hospitality performance, effective capital management and the successful execution of our capital recycling strategy. Want to know what comes next? Join our CEO, Mr Han Khim Siew, and CFO, Mr Lionel Chua, next Tuesday at Lim &amp; Tan’s lunchtime webinar as they unpack: 🔸 The key drivers behind this strong 1H performance 🔸 What comes next for OUE REIT’s Phase 3 Value Creation Journey 🔸 How we are strategically positioning the portfolio to capture future opportunities Don't miss this chance to hear directly from the management and ask your questions! 📅Date: 28 July 2026, Tuesday 🕧Time: 12.00pm - 1.00pm 👉Webinar link: https://lnkd.in/gre7Dq7c <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托</a>","text":"OUE REIT has delivered a 28.6% YoY in DPU in 1H26. The stellar performance is underpinned by a robust hospitality performance, effective capital management and the successful execution of our capital recycling strategy. Want to know what comes next? Join our CEO, Mr Han Khim Siew, and CFO, Mr Lionel Chua, next Tuesday at Lim & Tan’s lunchtime webinar as they unpack: 🔸 The key drivers behind this strong 1H performance 🔸 What comes next for OUE REIT’s Phase 3 Value Creation Journey 🔸 How we are strategically positioning the portfolio to capture future opportunities Don't miss this chance to hear directly from the management and ask your questions! 📅Date: 28 July 2026, Tuesday 🕧Time: 12.00pm - 1.00pm 👉Webinar link: https://lnkd.in/gre7Dq7c $华联房地产投资信托","images":[{"img":"https://static.tigerbbs.com/f117517280d9381d6ee2f9b6506b5d81","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589229409120296","isVote":1,"tweetType":1,"viewCount":14382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588533709137176,"gmtCreate":1784716490244,"gmtModify":1784719427949,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4158471581866720","idStr":"4158471581866720"},"themes":[],"title":"OUE REIT Delivers 28.6% YoY Increase in 1H 2026 DPU to 1.26 cents","htmlText":"\n \n \n  OUE REIT is pleased to report a 28.6% year-on-year increase in Distribution per Unit (DPU) to 1.26 Singapore cents for the financial period from 1 January 2026 to 30 June 2026 (“1H 2026”). The strong performance was underpinned by: ✅ 𝐑𝐨𝐛𝐮𝐬𝐭 𝐡𝐨𝐬𝐩𝐢𝐭𝐚𝐥𝐢𝐭𝐲 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞, with hospitality NPI rising 12.3% YoY in 1H 2026 and portfolio RevPAR increasing 10.7% YoY to S$258. ✅ 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, resulting in a 16.6% 𝐘𝐨𝐘 𝐫𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐢𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐜𝐨𝐬𝐭𝐬 in 1H 2026. ✅ 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠, with the 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐓𝐨𝐰𝐞𝐫, 𝐒𝐲𝐝𝐧𝐞𝐲, contributing S$2.2 million in share of results from associates. Mr Han Khim Siew, Chief Executive Officer of the Manager, said, “OUE REIT delivered a robust set of results in 1H 2026, supported by our diversified portfolio, active portfolio recon\n \n","listText":"OUE REIT is pleased to report a 28.6% year-on-year increase in Distribution per Unit (DPU) to 1.26 Singapore cents for the financial period from 1 January 2026 to 30 June 2026 (“1H 2026”). The strong performance was underpinned by: ✅ 𝐑𝐨𝐛𝐮𝐬𝐭 𝐡𝐨𝐬𝐩𝐢𝐭𝐚𝐥𝐢𝐭𝐲 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞, with hospitality NPI rising 12.3% YoY in 1H 2026 and portfolio RevPAR increasing 10.7% YoY to S$258. ✅ 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, resulting in a 16.6% 𝐘𝐨𝐘 𝐫𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐢𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐜𝐨𝐬𝐭𝐬 in 1H 2026. ✅ 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠, with the 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐓𝐨𝐰𝐞𝐫, 𝐒𝐲𝐝𝐧𝐞𝐲, contributing S$2.2 million in share of results from associates. Mr Han Khim Siew, Chief Executive Officer of the Manager, said, “OUE REIT delivered a robust set of results in 1H 2026, supported by our diversified portfolio, active portfolio recon","text":"OUE REIT is pleased to report a 28.6% year-on-year increase in Distribution per Unit (DPU) to 1.26 Singapore cents for the financial period from 1 January 2026 to 30 June 2026 (“1H 2026”). The strong performance was underpinned by: ✅ 𝐑𝐨𝐛𝐮𝐬𝐭 𝐡𝐨𝐬𝐩𝐢𝐭𝐚𝐥𝐢𝐭𝐲 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞, with hospitality NPI rising 12.3% YoY in 1H 2026 and portfolio RevPAR increasing 10.7% YoY to S$258. ✅ 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, resulting in a 16.6% 𝐘𝐨𝐘 𝐫𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐢𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐜𝐨𝐬𝐭𝐬 in 1H 2026. ✅ 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠, with the 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐓𝐨𝐰𝐞𝐫, 𝐒𝐲𝐝𝐧𝐞𝐲, contributing S$2.2 million in share of results from associates. Mr Han Khim Siew, Chief Executive Officer of the Manager, said, “OUE REIT delivered a robust set of results in 1H 2026, supported by our diversified portfolio, active portfolio recon","images":[{"img":"https://static.tigerbbs.com/ac239978d902946888ef3453cd0a5bd9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588533709137176","isVote":1,"tweetType":2,"object":{"id":"ac93512fa72a4516b76659af5a47ad02","tweetId":"588533709137176","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/92e35aa05001834812766342645/Pykz1SJkimIA.mp4","poster":"https://static.tigerbbs.com/ac239978d902946888ef3453cd0a5bd9"},"viewCount":15860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579303855342792,"gmtCreate":1782461778838,"gmtModify":1782462989047,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4158471581866720","idStr":"4158471581866720"},"themes":[],"title":"OUE REIT To Divest Crowne Plaza Changi Airport at 1.3% Above Valuation","htmlText":"OUE REIT takes another step in its Phase 3 Value Creation Journey with the proposed S$500 million divestment of Crowne Plaza Changi Airport, at an ~1.3% premium to the average of two independent valuations. [胜利] In line with our commitment to Unitholders, the Manager intends to distribute S$20.0 million of the net cash proceeds from the transaction. Following the announcement, DBS Bank, OCBC, Maybank, Lim &amp; Tan, and S&amp;P Global have issued reports on the proposed divestment. We are pleased to share that all covering analysts have maintained their “Buy” ratings, with target prices unchanged. Key Takeaways: Unlocks value from a mature hospitality asset ahead of the expiry of its Hotel Management Agreement and Master Lease Agreement in 2028 Delivers S$20.0 million special distributions","listText":"OUE REIT takes another step in its Phase 3 Value Creation Journey with the proposed S$500 million divestment of Crowne Plaza Changi Airport, at an ~1.3% premium to the average of two independent valuations. [胜利] In line with our commitment to Unitholders, the Manager intends to distribute S$20.0 million of the net cash proceeds from the transaction. Following the announcement, DBS Bank, OCBC, Maybank, Lim &amp; Tan, and S&amp;P Global have issued reports on the proposed divestment. We are pleased to share that all covering analysts have maintained their “Buy” ratings, with target prices unchanged. Key Takeaways: Unlocks value from a mature hospitality asset ahead of the expiry of its Hotel Management Agreement and Master Lease Agreement in 2028 Delivers S$20.0 million special distributions","text":"OUE REIT takes another step in its Phase 3 Value Creation Journey with the proposed S$500 million divestment of Crowne Plaza Changi Airport, at an ~1.3% premium to the average of two independent valuations. [胜利] In line with our commitment to Unitholders, the Manager intends to distribute S$20.0 million of the net cash proceeds from the transaction. Following the announcement, DBS Bank, OCBC, Maybank, Lim & Tan, and S&P Global have issued reports on the proposed divestment. We are pleased to share that all covering analysts have maintained their “Buy” ratings, with target prices unchanged. Key Takeaways: Unlocks value from a mature hospitality asset ahead of the expiry of its Hotel Management Agreement and Master Lease Agreement in 2028 Delivers S$20.0 million special distributions","images":[{"img":"https://static.tigerbbs.com/fd0e509565955ec5761692522c0dfff3","width":"1265","height":"710"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579303855342792","isVote":1,"tweetType":1,"viewCount":13975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":574064575374256,"gmtCreate":1781166363287,"gmtModify":1781167235003,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4158471581866720","idStr":"4158471581866720"},"themes":[],"title":"Strengthening Investor Confidence Through Active Engagement","htmlText":"At OUE REIT, building investor confidence relies on one thing: consistent, meaningful communications. Throughout 1H 2026, our team has been fully dedicated to staying close to the market, keeping everyone from regional institutional funds to local retail investors firmly in the loop. On the 𝐡𝐨𝐦𝐞 𝐟𝐫𝐨𝐧𝐭, we teamed up with 𝐔𝐁𝐒 𝐚𝐧𝐝 𝐑𝐇𝐁 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 for some incredible face-to-face investor engagements through 𝐬𝐢𝐭𝐞 𝐯𝐢𝐬𝐢𝐭𝐬 𝐚𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐥𝐮𝐧𝐜𝐡𝐞𝐬, sharing insights on our value creation journey and exchanging views on hospitality performance. We continued to take the OUE REIT story across borders, presenting at the 𝘕𝘏𝘐𝘚-𝘚𝘎𝘟 𝘚𝘪𝘯𝘨𝘢𝘱𝘰𝘳𝘦 𝘙𝘌𝘐𝘛𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘋𝘢𝘺 in Seoul and the 𝘔𝘢𝘺𝘣𝘢𝘯𝘬-𝘙𝘌𝘐𝘛𝘈𝘚-𝘚𝘎𝘟 𝘚-𝘙𝘌𝘐𝘛 𝘋𝘢𝘺 in Bangkok. We are encouraged by the positive feedback received, including investors affirming the 𝐬𝐮𝐜𝐜𝐞","listText":"At OUE REIT, building investor confidence relies on one thing: consistent, meaningful communications. Throughout 1H 2026, our team has been fully dedicated to staying close to the market, keeping everyone from regional institutional funds to local retail investors firmly in the loop. On the 𝐡𝐨𝐦𝐞 𝐟𝐫𝐨𝐧𝐭, we teamed up with 𝐔𝐁𝐒 𝐚𝐧𝐝 𝐑𝐇𝐁 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 for some incredible face-to-face investor engagements through 𝐬𝐢𝐭𝐞 𝐯𝐢𝐬𝐢𝐭𝐬 𝐚𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐥𝐮𝐧𝐜𝐡𝐞𝐬, sharing insights on our value creation journey and exchanging views on hospitality performance. We continued to take the OUE REIT story across borders, presenting at the 𝘕𝘏𝘐𝘚-𝘚𝘎𝘟 𝘚𝘪𝘯𝘨𝘢𝘱𝘰𝘳𝘦 𝘙𝘌𝘐𝘛𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘋𝘢𝘺 in Seoul and the 𝘔𝘢𝘺𝘣𝘢𝘯𝘬-𝘙𝘌𝘐𝘛𝘈𝘚-𝘚𝘎𝘟 𝘚-𝘙𝘌𝘐𝘛 𝘋𝘢𝘺 in Bangkok. We are encouraged by the positive feedback received, including investors affirming the 𝐬𝐮𝐜𝐜𝐞","text":"At OUE REIT, building investor confidence relies on one thing: consistent, meaningful communications. Throughout 1H 2026, our team has been fully dedicated to staying close to the market, keeping everyone from regional institutional funds to local retail investors firmly in the loop. On the 𝐡𝐨𝐦𝐞 𝐟𝐫𝐨𝐧𝐭, we teamed up with 𝐔𝐁𝐒 𝐚𝐧𝐝 𝐑𝐇𝐁 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 for some incredible face-to-face investor engagements through 𝐬𝐢𝐭𝐞 𝐯𝐢𝐬𝐢𝐭𝐬 𝐚𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐥𝐮𝐧𝐜𝐡𝐞𝐬, sharing insights on our value creation journey and exchanging views on hospitality performance. We continued to take the OUE REIT story across borders, presenting at the 𝘕𝘏𝘐𝘚-𝘚𝘎𝘟 𝘚𝘪𝘯𝘨𝘢𝘱𝘰𝘳𝘦 𝘙𝘌𝘐𝘛𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘋𝘢𝘺 in Seoul and the 𝘔𝘢𝘺𝘣𝘢𝘯𝘬-𝘙𝘌𝘐𝘛𝘈𝘚-𝘚𝘎𝘟 𝘚-𝘙𝘌𝘐𝘛 𝘋𝘢𝘺 in Bangkok. We are encouraged by the positive feedback received, including investors affirming the 𝐬𝐮𝐜𝐜𝐞","images":[{"img":"https://static.tigerbbs.com/40c7ae3df6e43b23e606c22f56e23de7","width":"1600","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574064575374256","isVote":1,"tweetType":1,"viewCount":14268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":566933234663712,"gmtCreate":1779422868324,"gmtModify":1779423008162,"author":{"id":"3515627051568386","authorId":"3515627051568386","name":"直击业绩会","avatar":"https://static.tigerbbs.com/6cc211c0c1b0a527888a896b6b9b0e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515627051568386","idStr":"3515627051568386"},"themes":[],"title":"🚀 蔚来2026Q1：毛利率19%创四年新高，连续两季盈利，但成本预警压制股价","htmlText":"<a href=\"https://www.laohu8.com/m/live/1864961909607531/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221864961909607531%22%2C%22type%22%3A2%7D\" target=\"_blank\">欢迎收听蔚来FY2026Q1业绩电话会议回放</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 核心结论： 蔚来2026Q1财报交出\"连续盈利\"的关键成绩单，营收255.3亿元同比增长112.2%，交付83,465辆同比增长98.3%，综合毛利率19%创四年来新高，Non-GAAP经营利润6,680万元实现连续第二个季度盈利。但盘前股价涨5.55%后盘中回落，核心矛盾在于：财报本身标志着蔚来从\"烧钱换规模\"向\"规模换利润\"的战略质变，但市场此前对蔚来的盈利持续性仍存疑虑，投资者更关注Q2及全年能否在原材料涨价压力下维持17%-18%的毛利率目标，以及多品牌协同下的盈利规模是否足够大。德意志银行指出，蔚来过去多次财报后股价剧烈波动，显示市场对\"盈利拐点\"的验证门槛已显著提升。 2026年5月21日盘前，蔚来公司发布了2026年第一季度（截至2026年3月31日）财报。本次财报是蔚来经历2025年组织架构深度调整、CBU（最小经营单元）机制全面推行后的关键验证，标志着公司从\"最惨的人\"到\"连续盈利\"的叙事质变。报告显示，蔚来在2026年中国汽车市场整体承压的背景下实现了逆势增长，但盘前股价涨5.","listText":"<a href=\"https://www.laohu8.com/m/live/1864961909607531/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221864961909607531%22%2C%22type%22%3A2%7D\" target=\"_blank\">欢迎收听蔚来FY2026Q1业绩电话会议回放</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 核心结论： 蔚来2026Q1财报交出\"连续盈利\"的关键成绩单，营收255.3亿元同比增长112.2%，交付83,465辆同比增长98.3%，综合毛利率19%创四年来新高，Non-GAAP经营利润6,680万元实现连续第二个季度盈利。但盘前股价涨5.55%后盘中回落，核心矛盾在于：财报本身标志着蔚来从\"烧钱换规模\"向\"规模换利润\"的战略质变，但市场此前对蔚来的盈利持续性仍存疑虑，投资者更关注Q2及全年能否在原材料涨价压力下维持17%-18%的毛利率目标，以及多品牌协同下的盈利规模是否足够大。德意志银行指出，蔚来过去多次财报后股价剧烈波动，显示市场对\"盈利拐点\"的验证门槛已显著提升。 2026年5月21日盘前，蔚来公司发布了2026年第一季度（截至2026年3月31日）财报。本次财报是蔚来经历2025年组织架构深度调整、CBU（最小经营单元）机制全面推行后的关键验证，标志着公司从\"最惨的人\"到\"连续盈利\"的叙事质变。报告显示，蔚来在2026年中国汽车市场整体承压的背景下实现了逆势增长，但盘前股价涨5.","text":"欢迎收听蔚来FY2026Q1业绩电话会议回放 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 核心结论： 蔚来2026Q1财报交出\"连续盈利\"的关键成绩单，营收255.3亿元同比增长112.2%，交付83,465辆同比增长98.3%，综合毛利率19%创四年来新高，Non-GAAP经营利润6,680万元实现连续第二个季度盈利。但盘前股价涨5.55%后盘中回落，核心矛盾在于：财报本身标志着蔚来从\"烧钱换规模\"向\"规模换利润\"的战略质变，但市场此前对蔚来的盈利持续性仍存疑虑，投资者更关注Q2及全年能否在原材料涨价压力下维持17%-18%的毛利率目标，以及多品牌协同下的盈利规模是否足够大。德意志银行指出，蔚来过去多次财报后股价剧烈波动，显示市场对\"盈利拐点\"的验证门槛已显著提升。 2026年5月21日盘前，蔚来公司发布了2026年第一季度（截至2026年3月31日）财报。本次财报是蔚来经历2025年组织架构深度调整、CBU（最小经营单元）机制全面推行后的关键验证，标志着公司从\"最惨的人\"到\"连续盈利\"的叙事质变。报告显示，蔚来在2026年中国汽车市场整体承压的背景下实现了逆势增长，但盘前股价涨5.","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566933234663712","isVote":1,"tweetType":1,"viewCount":22573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566449604528304,"gmtCreate":1779327754222,"gmtModify":1779328249922,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4158471581866720","idStr":"4158471581866720"},"themes":[],"title":"Join OUE REIT at REITs Symposium 2026!","htmlText":"Curious about how OUE REIT is driving its next phase of growth? Join us this Saturday at the REITs Symposium 2026 to discover how we are future-proofing our portfolio and creating long-term value. Meet our management team and get first-hand insights into: Phase 3 Value Creation Journey: Our active capital stewardship for sustainable growth. Sydney Market Entry: How our latest international expansion strengthens portfolio resilience. Sustainability at OUE Bayfront: Unlocking value through green initiatives and asset enhancement. 📅 Date: 23 May 2026, Saturday 🕘 Time: 10.00am – 5.00pm 🏢 Venue: Suntec Convention Centre, Level 3, Summit 1 &amp; 2 👉 Booth: B8 See you there! <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","listText":"Curious about how OUE REIT is driving its next phase of growth? Join us this Saturday at the REITs Symposium 2026 to discover how we are future-proofing our portfolio and creating long-term value. Meet our management team and get first-hand insights into: Phase 3 Value Creation Journey: Our active capital stewardship for sustainable growth. Sydney Market Entry: How our latest international expansion strengthens portfolio resilience. Sustainability at OUE Bayfront: Unlocking value through green initiatives and asset enhancement. 📅 Date: 23 May 2026, Saturday 🕘 Time: 10.00am – 5.00pm 🏢 Venue: Suntec Convention Centre, Level 3, Summit 1 &amp; 2 👉 Booth: B8 See you there! <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","text":"Curious about how OUE REIT is driving its next phase of growth? Join us this Saturday at the REITs Symposium 2026 to discover how we are future-proofing our portfolio and creating long-term value. Meet our management team and get first-hand insights into: Phase 3 Value Creation Journey: Our active capital stewardship for sustainable growth. Sydney Market Entry: How our latest international expansion strengthens portfolio resilience. Sustainability at OUE Bayfront: Unlocking value through green initiatives and asset enhancement. 📅 Date: 23 May 2026, Saturday 🕘 Time: 10.00am – 5.00pm 🏢 Venue: Suntec Convention Centre, Level 3, Summit 1 & 2 👉 Booth: B8 See you there! $华联房地产投资信托(TS0U.SI)$","images":[{"img":"https://static.tigerbbs.com/7b06284a2166843e833a05dadc95ed0c","width":"1000","height":"1000"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/566449604528304","isVote":1,"tweetType":1,"viewCount":14918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000188","authorId":"9000000000000188","name":"ChristopherGonzalez","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000188","idStr":"9000000000000188"},"content":"周六这个 REITs Symposium 2026 会讲悉尼扩张这块吗","text":"周六这个 REITs Symposium 2026 会讲悉尼扩张这块吗","html":"周六这个 REITs Symposium 2026 会讲悉尼扩张这块吗"},{"author":{"id":"9000000000000358","authorId":"9000000000000358","name":"VivienWilcox","avatar":"https://static.tigerbbs.com/4ef297533aecf0ca9678e827319cd033","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000358","idStr":"9000000000000358"},"content":"新加坡这类REIT我一直会看 周六这个会场能拿到最新租金指引吗","text":"新加坡这类REIT我一直会看 周六这个会场能拿到最新租金指引吗","html":"新加坡这类REIT我一直会看 周六这个会场能拿到最新租金指引吗"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561510915003240,"gmtCreate":1778120402417,"gmtModify":1778120629382,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667622617230","idStr":"3527667622617230"},"themes":[],"title":"🚗【新势力2026年4月战报】零跑狂飙7万+，第二梯队彻底混战","htmlText":"📊 2026年4月新势力销量排行： 🥇<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>：71387辆 🥈<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>：34085辆 🥉<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>：33132辆 <a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a>：销量31787辆 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>：31011辆 <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>：30000+辆 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>：29356辆（蔚来19024｜乐道5352｜萤火虫4980）","listText":"📊 2026年4月新势力销量排行： 🥇<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>：71387辆 🥈<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>：34085辆 🥉<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>：33132辆 <a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a>：销量31787辆 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>：31011辆 <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>：30000+辆 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>：29356辆（蔚来19024｜乐道5352｜萤火虫4980）","text":"📊 2026年4月新势力销量排行： 🥇$零跑汽车(09863)$：71387辆 🥈$理想汽车(LI)$ $理想汽车-W(02015)$：34085辆 🥉$赛力斯(09927)$ $赛力斯(601127)$：33132辆 $极氪(ZK)$：销量31787辆 $小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$：31011辆 $小米集团ADR(XIACY)$ $小米集团-W(01810)$：30000+辆 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$：29356辆（蔚来19024｜乐道5352｜萤火虫4980）","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/561510915003240","isVote":1,"tweetType":1,"viewCount":17592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559037742839184,"gmtCreate":1777515535041,"gmtModify":1777516154106,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4158471581866720","idStr":"4158471581866720"},"themes":[],"title":"Covering Analysts Reiterate Confidence in OUE REIT Following Robust 1Q 2026 Performance","htmlText":"Following our robust 1Q 2026 performance, we are pleased to see covering analysts reiterate their confidence in OUE REIT in their latest reports and maintained their “BUY”/“ADD” ratings. CGS International and OCBC raised their target prices to S$0.44 and S$0.41 respectively and increased their FY 2026 DPU forecasts after factoring in the acquisition of a 19.9% interest in 180 George Street and potential upside upon the completion of OUE Bayfront’s Level 17 space conversion. Meanwhile, DBS, Maybank, PhillipCapital and Beansprout highlighted OUE REIT’s strong 1Q 2026 performance, supported by broad-based portfolio growth, a clear recovery in hospitality performance, and a more efficient capital structure with upside from easing interest rates. 𝐊𝐞𝐲 𝐕𝐢𝐞𝐰𝐬 𝐟𝐫𝐨𝐦 𝐀𝐧𝐚𝐥𝐲𝐬𝐭𝐬: [你懂的] 𝐏𝐡𝐚𝐬𝐞 3 𝐕𝐚𝐥𝐮𝐞 𝐂𝐫𝐞","listText":"Following our robust 1Q 2026 performance, we are pleased to see covering analysts reiterate their confidence in OUE REIT in their latest reports and maintained their “BUY”/“ADD” ratings. CGS International and OCBC raised their target prices to S$0.44 and S$0.41 respectively and increased their FY 2026 DPU forecasts after factoring in the acquisition of a 19.9% interest in 180 George Street and potential upside upon the completion of OUE Bayfront’s Level 17 space conversion. Meanwhile, DBS, Maybank, PhillipCapital and Beansprout highlighted OUE REIT’s strong 1Q 2026 performance, supported by broad-based portfolio growth, a clear recovery in hospitality performance, and a more efficient capital structure with upside from easing interest rates. 𝐊𝐞𝐲 𝐕𝐢𝐞𝐰𝐬 𝐟𝐫𝐨𝐦 𝐀𝐧𝐚𝐥𝐲𝐬𝐭𝐬: [你懂的] 𝐏𝐡𝐚𝐬𝐞 3 𝐕𝐚𝐥𝐮𝐞 𝐂𝐫𝐞","text":"Following our robust 1Q 2026 performance, we are pleased to see covering analysts reiterate their confidence in OUE REIT in their latest reports and maintained their “BUY”/“ADD” ratings. CGS International and OCBC raised their target prices to S$0.44 and S$0.41 respectively and increased their FY 2026 DPU forecasts after factoring in the acquisition of a 19.9% interest in 180 George Street and potential upside upon the completion of OUE Bayfront’s Level 17 space conversion. Meanwhile, DBS, Maybank, PhillipCapital and Beansprout highlighted OUE REIT’s strong 1Q 2026 performance, supported by broad-based portfolio growth, a clear recovery in hospitality performance, and a more efficient capital structure with upside from easing interest rates. 𝐊𝐞𝐲 𝐕𝐢𝐞𝐰𝐬 𝐟𝐫𝐨𝐦 𝐀𝐧𝐚𝐥𝐲𝐬𝐭𝐬: [你懂的] 𝐏𝐡𝐚𝐬𝐞 3 𝐕𝐚𝐥𝐮𝐞 𝐂𝐫𝐞","images":[{"img":"https://static.tigerbbs.com/219516655218120e5904b710e3a84c87","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559037742839184","isVote":1,"tweetType":1,"viewCount":13567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":556343639308000,"gmtCreate":1776854612726,"gmtModify":1776862534321,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4158471581866720","idStr":"4158471581866720"},"themes":[],"title":"OUE REIT Delivers Higher Revenue and NPI in 1Q 2026","htmlText":"\n \n \n  OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [强] 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydney’s core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [强] 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐦𝐞-𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐫𝐨𝐛𝐮𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve\n \n","listText":"OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [强] 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydney’s core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [强] 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐦𝐞-𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐫𝐨𝐛𝐮𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve","text":"OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [强] 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydney’s core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [强] 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐦𝐞-𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐫𝐨𝐛𝐮𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve","images":[{"img":"https://static.tigerbbs.com/b42ffa1d7a2e78699bcbd5701d2fb4c9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556343639308000","isVote":1,"tweetType":2,"object":{"id":"fe7c60e871f04d098ab5795ef101321f","tweetId":"556343639308000","videoUrl":"https://1254107296.vod2.myqcloud.com/8a1ed91dvodsgp1254107296/19a413ee5145403723672996196/MpRUX8excXAA.mp4","poster":"https://static.tigerbbs.com/b42ffa1d7a2e78699bcbd5701d2fb4c9"},"viewCount":16545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552013974700096,"gmtCreate":1775805928150,"gmtModify":1778120622972,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667622617230","idStr":"3527667622617230"},"themes":[],"title":"蔚来ES9技术发布会媒体群访实录","htmlText":"蔚来ES9技术发布会媒体群访，以下内容非官方速记，由录音整理，可能存在错误，仅供参考。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 一、 关于一季度盈利预期与交付目标 媒体提问： 昨天发布会后，大家对ES9非常期待。请问一季度蔚来的盈利预期如何？ES9这款车是否会成为蔚来新的利润奶牛？ 李斌： 关于一季度的盈利情况，大家可以关注我们后续的财报。去年大家也看到了，一方面源于我们十几年来在技术、产品和用户体验上的积累（例如纯电架构、换电网络）；另一方面，去年我们在内部管理和成本控制上做了大量提效工作。 今年一季度，整个汽车行业的压力是非常大的。但即使在这种环境下，我们一季度的交付量接近翻番（超3万台）。我相信从二季度开始，随着ES9等高毛利车型的交付，它对我们整个公司的运营利润和财务表现将带来更加显著的积极帮助。 二、 为什么做“行政旗舰SUV”而不做“MPV”？ 媒体提问： 现在很多友商都在做高端MPV，蔚来为什么坚持不做MPV，而是用ES9这样一款行政级SUV去打高端市场？它相比MPV的核心优势是什么？ 李斌： 我建议大家暂时**“忘记MPV”**这个标签。我们去调研买中大型MPV的用户，他们买的其实不是“MPV”这个形态，而是为了满足其对空间、舒适度和多人出行的需求。 MPV有它的好处，比如车厢高、进出方便，但我们要拿事实说话。SUV作为行政级座驾有不可替代的优势： 气场与身份感： 为什么各国政要出行大多乘坐全尺寸SUV而不是MPV？因为SUV的车身姿态更具威严感和安全感，像一个“玄关”，能更好地保","listText":"蔚来ES9技术发布会媒体群访，以下内容非官方速记，由录音整理，可能存在错误，仅供参考。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 一、 关于一季度盈利预期与交付目标 媒体提问： 昨天发布会后，大家对ES9非常期待。请问一季度蔚来的盈利预期如何？ES9这款车是否会成为蔚来新的利润奶牛？ 李斌： 关于一季度的盈利情况，大家可以关注我们后续的财报。去年大家也看到了，一方面源于我们十几年来在技术、产品和用户体验上的积累（例如纯电架构、换电网络）；另一方面，去年我们在内部管理和成本控制上做了大量提效工作。 今年一季度，整个汽车行业的压力是非常大的。但即使在这种环境下，我们一季度的交付量接近翻番（超3万台）。我相信从二季度开始，随着ES9等高毛利车型的交付，它对我们整个公司的运营利润和财务表现将带来更加显著的积极帮助。 二、 为什么做“行政旗舰SUV”而不做“MPV”？ 媒体提问： 现在很多友商都在做高端MPV，蔚来为什么坚持不做MPV，而是用ES9这样一款行政级SUV去打高端市场？它相比MPV的核心优势是什么？ 李斌： 我建议大家暂时**“忘记MPV”**这个标签。我们去调研买中大型MPV的用户，他们买的其实不是“MPV”这个形态，而是为了满足其对空间、舒适度和多人出行的需求。 MPV有它的好处，比如车厢高、进出方便，但我们要拿事实说话。SUV作为行政级座驾有不可替代的优势： 气场与身份感： 为什么各国政要出行大多乘坐全尺寸SUV而不是MPV？因为SUV的车身姿态更具威严感和安全感，像一个“玄关”，能更好地保","text":"蔚来ES9技术发布会媒体群访，以下内容非官方速记，由录音整理，可能存在错误，仅供参考。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 一、 关于一季度盈利预期与交付目标 媒体提问： 昨天发布会后，大家对ES9非常期待。请问一季度蔚来的盈利预期如何？ES9这款车是否会成为蔚来新的利润奶牛？ 李斌： 关于一季度的盈利情况，大家可以关注我们后续的财报。去年大家也看到了，一方面源于我们十几年来在技术、产品和用户体验上的积累（例如纯电架构、换电网络）；另一方面，去年我们在内部管理和成本控制上做了大量提效工作。 今年一季度，整个汽车行业的压力是非常大的。但即使在这种环境下，我们一季度的交付量接近翻番（超3万台）。我相信从二季度开始，随着ES9等高毛利车型的交付，它对我们整个公司的运营利润和财务表现将带来更加显著的积极帮助。 二、 为什么做“行政旗舰SUV”而不做“MPV”？ 媒体提问： 现在很多友商都在做高端MPV，蔚来为什么坚持不做MPV，而是用ES9这样一款行政级SUV去打高端市场？它相比MPV的核心优势是什么？ 李斌： 我建议大家暂时**“忘记MPV”**这个标签。我们去调研买中大型MPV的用户，他们买的其实不是“MPV”这个形态，而是为了满足其对空间、舒适度和多人出行的需求。 MPV有它的好处，比如车厢高、进出方便，但我们要拿事实说话。SUV作为行政级座驾有不可替代的优势： 气场与身份感： 为什么各国政要出行大多乘坐全尺寸SUV而不是MPV？因为SUV的车身姿态更具威严感和安全感，像一个“玄关”，能更好地保","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/552013974700096","isVote":1,"tweetType":1,"viewCount":8767,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274796523485","authorId":"3479274796523485","name":"Hilliton324","avatar":"https://static.laohu8.com/picture146","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274796523485","idStr":"3479274796523485"},"content":"我也拿着 先看试驾咋样","text":"我也拿着 先看试驾咋样","html":"我也拿着 先看试驾咋样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551521812607136,"gmtCreate":1775685852819,"gmtModify":1775817938109,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36989258284800","idStr":"36989258284800"},"themes":[],"title":"新加坡股市4月观察：资金流向、股息机会与2个潜在成长股","htmlText":"Hi 小虎们 👋 新加坡市场看起来一直“很稳”。但如果你仔细看最近的数据，其实已经有一些变化在发生。 我们一起来拆解一下： 📊 市场概览：稳中偏强 从整体来看，新加坡市场依然展现出较强的韧性： <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> 年初至今：+6.7% 已接近52周高点 相比全球市场的波动，新加坡依然是一个典型的： 低波动 + 防御型市场 同时，宏观环境也在边际改善： 3个月SORA下行 → 流动性有所改善 新加坡10年期国债收益率约2.2% → 利率环境稳定 💡 这意味着什么？ 利率趋稳 + 收益率可观 → 对高分红资产形成支撑（尤其是REITs和基建类资产） 💰 资金流向：机构开始回来了 本周一个非常重要的变化是——资金结构的转变： 🏦 机构资金 净流入：+3300万新元 （对比上周：净流出1.21亿新元） 🧑💻 散户资金 净流出：-2750万新元 （对比上周：净流入9590万新元） 💡 这个变化其实很关键： 机构开始重新进场 散户则在阶段性兑现收益 👉 通常这种分化意味着： 市场正在从“情绪驱动”，转向“机构主导” 🧠 上周我们提到过，当前新加坡市场的三条主线 👉点击阅读文章： <a href=\"https://www.laohu8.com/post/548940209422824\">SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻</a> 结合数据来看，目前有三条比较清晰的投资逻辑： 1️⃣ 高股息逻辑回归 REITs仍普遍提供 6%+收益率 在利率趋稳背景下，吸引力提升 2️⃣ 基建资产：防御 + 稳定现金流 现金流可预测 具备一定通胀传导能力 长期需求稳定 3️⃣ 结构性成长：数字化 &amp; EV转型 数字基础设施（AI / 数据需求） 商用车电动化（EV）","listText":"Hi 小虎们 👋 新加坡市场看起来一直“很稳”。但如果你仔细看最近的数据，其实已经有一些变化在发生。 我们一起来拆解一下： 📊 市场概览：稳中偏强 从整体来看，新加坡市场依然展现出较强的韧性： <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> 年初至今：+6.7% 已接近52周高点 相比全球市场的波动，新加坡依然是一个典型的： 低波动 + 防御型市场 同时，宏观环境也在边际改善： 3个月SORA下行 → 流动性有所改善 新加坡10年期国债收益率约2.2% → 利率环境稳定 💡 这意味着什么？ 利率趋稳 + 收益率可观 → 对高分红资产形成支撑（尤其是REITs和基建类资产） 💰 资金流向：机构开始回来了 本周一个非常重要的变化是——资金结构的转变： 🏦 机构资金 净流入：+3300万新元 （对比上周：净流出1.21亿新元） 🧑💻 散户资金 净流出：-2750万新元 （对比上周：净流入9590万新元） 💡 这个变化其实很关键： 机构开始重新进场 散户则在阶段性兑现收益 👉 通常这种分化意味着： 市场正在从“情绪驱动”，转向“机构主导” 🧠 上周我们提到过，当前新加坡市场的三条主线 👉点击阅读文章： <a href=\"https://www.laohu8.com/post/548940209422824\">SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻</a> 结合数据来看，目前有三条比较清晰的投资逻辑： 1️⃣ 高股息逻辑回归 REITs仍普遍提供 6%+收益率 在利率趋稳背景下，吸引力提升 2️⃣ 基建资产：防御 + 稳定现金流 现金流可预测 具备一定通胀传导能力 长期需求稳定 3️⃣ 结构性成长：数字化 &amp; EV转型 数字基础设施（AI / 数据需求） 商用车电动化（EV）","text":"Hi 小虎们 👋 新加坡市场看起来一直“很稳”。但如果你仔细看最近的数据，其实已经有一些变化在发生。 我们一起来拆解一下： 📊 市场概览：稳中偏强 从整体来看，新加坡市场依然展现出较强的韧性： $富时新加坡海峡指数(STI.SI)$ 年初至今：+6.7% 已接近52周高点 相比全球市场的波动，新加坡依然是一个典型的： 低波动 + 防御型市场 同时，宏观环境也在边际改善： 3个月SORA下行 → 流动性有所改善 新加坡10年期国债收益率约2.2% → 利率环境稳定 💡 这意味着什么？ 利率趋稳 + 收益率可观 → 对高分红资产形成支撑（尤其是REITs和基建类资产） 💰 资金流向：机构开始回来了 本周一个非常重要的变化是——资金结构的转变： 🏦 机构资金 净流入：+3300万新元 （对比上周：净流出1.21亿新元） 🧑💻 散户资金 净流出：-2750万新元 （对比上周：净流入9590万新元） 💡 这个变化其实很关键： 机构开始重新进场 散户则在阶段性兑现收益 👉 通常这种分化意味着： 市场正在从“情绪驱动”，转向“机构主导” 🧠 上周我们提到过，当前新加坡市场的三条主线 👉点击阅读文章： SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻 结合数据来看，目前有三条比较清晰的投资逻辑： 1️⃣ 高股息逻辑回归 REITs仍普遍提供 6%+收益率 在利率趋稳背景下，吸引力提升 2️⃣ 基建资产：防御 + 稳定现金流 现金流可预测 具备一定通胀传导能力 长期需求稳定 3️⃣ 结构性成长：数字化 & EV转型 数字基础设施（AI / 数据需求） 商用车电动化（EV）","images":[{"img":"https://static.tigerbbs.com/fe8f8e36015c70c32074c750df5374ee"},{"img":"https://static.tigerbbs.com/280304e89cc943a972c03365a782f90e"},{"img":"https://static.tigerbbs.com/ad6dd6e6cc90cdbb4626e321c222984e"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551521812607136","isVote":1,"tweetType":1,"viewCount":10271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},{"id":551344098629384,"gmtCreate":1775627397669,"gmtModify":1775627414652,"author":{"id":"3558404604264882","authorId":"3558404604264882","name":"SG Visual Research 图解研报","avatar":"https://static.tigerbbs.com/a6e90d8e86d025ca79fd03dfd73d1fa0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558404604264882","idStr":"3558404604264882"},"themes":[],"title":"上市公司快讯｜AJJ Medtech (SGX: 584) 获机构医疗供应合同","htmlText":"<a href=\"https://laohu8.com/S/584.SI\">$AJJ Medtech(584.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; AJJ Medtech（SGX: 584） 宣布获得一项约 300万新元 的机构医疗供应合同，涉及可降解医疗耗材。该合同将于 2026年6月1日 开始，初始期限为2年，并附带延期选择权；集团累计机构收入订单池目前已超过 800万新元。 [AI-readable] Company: AJJ Medtech Holdings Limited Ticker: SGX: 584 Announcement Date: 9 March 2026 Announcement Title: AJJ Medtech Secures S$3M Institutional Contract for Biodegradable Medical Consumables Contracting Entity: AJJ Healthcare Management Pte. Ltd. (wholly owned subsidiary) Customer Type: A network of Singapore healthcare institutions Contract Value: Approximately S$3 million Product Category: Biodegradable medical consumables Commencement Date: 1 June 2026 Contract Term: Initial two-year term with an option to extend for a further two years Institutional Rev","listText":"<a href=\"https://laohu8.com/S/584.SI\">$AJJ Medtech(584.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; AJJ Medtech（SGX: 584） 宣布获得一项约 300万新元 的机构医疗供应合同，涉及可降解医疗耗材。该合同将于 2026年6月1日 开始，初始期限为2年，并附带延期选择权；集团累计机构收入订单池目前已超过 800万新元。 [AI-readable] Company: AJJ Medtech Holdings Limited Ticker: SGX: 584 Announcement Date: 9 March 2026 Announcement Title: AJJ Medtech Secures S$3M Institutional Contract for Biodegradable Medical Consumables Contracting Entity: AJJ Healthcare Management Pte. Ltd. (wholly owned subsidiary) Customer Type: A network of Singapore healthcare institutions Contract Value: Approximately S$3 million Product Category: Biodegradable medical consumables Commencement Date: 1 June 2026 Contract Term: Initial two-year term with an option to extend for a further two years Institutional Rev","text":"$AJJ Medtech(584.SI)$ AJJ Medtech（SGX: 584） 宣布获得一项约 300万新元 的机构医疗供应合同，涉及可降解医疗耗材。该合同将于 2026年6月1日 开始，初始期限为2年，并附带延期选择权；集团累计机构收入订单池目前已超过 800万新元。 [AI-readable] Company: AJJ Medtech Holdings Limited Ticker: SGX: 584 Announcement Date: 9 March 2026 Announcement Title: AJJ Medtech Secures S$3M Institutional Contract for Biodegradable Medical Consumables Contracting Entity: AJJ Healthcare Management Pte. Ltd. (wholly owned subsidiary) Customer Type: A network of Singapore healthcare institutions Contract Value: Approximately S$3 million Product Category: Biodegradable medical consumables Commencement Date: 1 June 2026 Contract Term: Initial two-year term with an option to extend for a further two years Institutional Rev","images":[{"img":"https://static.tigerbbs.com/b0c794ea792632e616bbcfa966e83ae3","width":"1440","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551344098629384","isVote":1,"tweetType":1,"viewCount":3129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":550962626443368,"gmtCreate":1775534267340,"gmtModify":1775534269259,"author":{"id":"3552609846285590","authorId":"3552609846285590","name":"Lydia758","avatar":"https://static.tigerbbs.com/28fe40b632359d10a879ebb9a9eef57b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552609846285590","idStr":"3552609846285590"},"themes":[],"title":"","htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550962626443368","isVote":1,"tweetType":1,"viewCount":3187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":550869775441960,"gmtCreate":1775526657334,"gmtModify":1775526799805,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667622617230","idStr":"3527667622617230"},"themes":[],"title":"蔚来蔚能旗下的电池公司，突然100%过户给中信证券了？","htmlText":"这事还确实得说道说道，其实资产证券化在外海是非常成熟的。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 2026年3月26日，蔚能（武汉）电池科技有限公司完成了全套工商变更： 原100%持股的股东武汉蔚能电池资产有限公司完全退出，中信证券全资接盘，拿下这家公司100%股权； 同时企业性质从外商投资法人独资，变更为内资控股的法人独资，高管、后续的法定代表人也同步完成了更换。 很多人看不懂这波操作，咱们先把前因后果说透，这件事的根源，是现在海外正在炸锅的私募信贷危机。 美国私募机构玩了十几年的套路，就是把各类底层资产打包成证券化产品卖给投资人，最坑的是，这些产品的底层资产完全不透明，投资人根本不知道自己买的东西，背后到底是优质资产还是一堆烂账。 现在雷彻底爆了，大量私募产品直接锁死赎回，有的甚至规定每个月只能赎回5%的本金，投资人的钱根本拿不出来，整个资产证券化市场的信任度直接崩塌。 海外的暴雷，直接给国内的监管和市场敲了最响的警钟： 第一，接下来国内对资产证券化产品的监管一定会全面趋严，底层资产的透明度，会成为最核心的审核红线； 第二，现在的投资人和金融机构，对 看不清底层 的产品，警惕性直接拉满，你不说清楚钱对应了什么实体资产，根本没人敢买单。 而刚好，今年蔚能有大量的资产证券化融资计划，核心就是中信证券牵头发行的持有型ABS产品。 那这家被中信100%持股的公司，到底是干嘛的？ 有人说它是纸面公司、空壳公司，没错，但它的核心价值，恰恰就是解决“资产透明”这个生死问题。 它就是专门为这批ABS产品设立的","listText":"这事还确实得说道说道，其实资产证券化在外海是非常成熟的。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 2026年3月26日，蔚能（武汉）电池科技有限公司完成了全套工商变更： 原100%持股的股东武汉蔚能电池资产有限公司完全退出，中信证券全资接盘，拿下这家公司100%股权； 同时企业性质从外商投资法人独资，变更为内资控股的法人独资，高管、后续的法定代表人也同步完成了更换。 很多人看不懂这波操作，咱们先把前因后果说透，这件事的根源，是现在海外正在炸锅的私募信贷危机。 美国私募机构玩了十几年的套路，就是把各类底层资产打包成证券化产品卖给投资人，最坑的是，这些产品的底层资产完全不透明，投资人根本不知道自己买的东西，背后到底是优质资产还是一堆烂账。 现在雷彻底爆了，大量私募产品直接锁死赎回，有的甚至规定每个月只能赎回5%的本金，投资人的钱根本拿不出来，整个资产证券化市场的信任度直接崩塌。 海外的暴雷，直接给国内的监管和市场敲了最响的警钟： 第一，接下来国内对资产证券化产品的监管一定会全面趋严，底层资产的透明度，会成为最核心的审核红线； 第二，现在的投资人和金融机构，对 看不清底层 的产品，警惕性直接拉满，你不说清楚钱对应了什么实体资产，根本没人敢买单。 而刚好，今年蔚能有大量的资产证券化融资计划，核心就是中信证券牵头发行的持有型ABS产品。 那这家被中信100%持股的公司，到底是干嘛的？ 有人说它是纸面公司、空壳公司，没错，但它的核心价值，恰恰就是解决“资产透明”这个生死问题。 它就是专门为这批ABS产品设立的","text":"这事还确实得说道说道，其实资产证券化在外海是非常成熟的。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 2026年3月26日，蔚能（武汉）电池科技有限公司完成了全套工商变更： 原100%持股的股东武汉蔚能电池资产有限公司完全退出，中信证券全资接盘，拿下这家公司100%股权； 同时企业性质从外商投资法人独资，变更为内资控股的法人独资，高管、后续的法定代表人也同步完成了更换。 很多人看不懂这波操作，咱们先把前因后果说透，这件事的根源，是现在海外正在炸锅的私募信贷危机。 美国私募机构玩了十几年的套路，就是把各类底层资产打包成证券化产品卖给投资人，最坑的是，这些产品的底层资产完全不透明，投资人根本不知道自己买的东西，背后到底是优质资产还是一堆烂账。 现在雷彻底爆了，大量私募产品直接锁死赎回，有的甚至规定每个月只能赎回5%的本金，投资人的钱根本拿不出来，整个资产证券化市场的信任度直接崩塌。 海外的暴雷，直接给国内的监管和市场敲了最响的警钟： 第一，接下来国内对资产证券化产品的监管一定会全面趋严，底层资产的透明度，会成为最核心的审核红线； 第二，现在的投资人和金融机构，对 看不清底层 的产品，警惕性直接拉满，你不说清楚钱对应了什么实体资产，根本没人敢买单。 而刚好，今年蔚能有大量的资产证券化融资计划，核心就是中信证券牵头发行的持有型ABS产品。 那这家被中信100%持股的公司，到底是干嘛的？ 有人说它是纸面公司、空壳公司，没错，但它的核心价值，恰恰就是解决“资产透明”这个生死问题。 它就是专门为这批ABS产品设立的","images":[{"img":"https://static.tigerbbs.com/14fe20a4b7c4825db55996dbe6ff93a2","width":"690","height":"1460"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/550869775441960","isVote":1,"tweetType":1,"viewCount":19026,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274724739743","authorId":"3479274724739743","name":"YoungYun","avatar":"https://static.tigerbbs.com/8faca78a726371b04c88445cd57dca2a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274724739743","idStr":"3479274724739743"},"content":"这招太机智了，直接堵死风险漏洞！","text":"这招太机智了，直接堵死风险漏洞！","html":"这招太机智了，直接堵死风险漏洞！"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":549240719577280,"gmtCreate":1775114843472,"gmtModify":1775115625916,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667622617230","idStr":"3527667622617230"},"themes":[],"title":"🚗【新势力2026年3月战报】零跑夺冠，多品牌杀入“2万+”俱乐部","htmlText":"📊 2026年3月新势力销量排行：🥇<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>：50029辆🥈<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>：41053辆🥉<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>：35486辆（蔚来22490｜乐道6877｜萤火虫6119）4️⃣<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a>：销量29318辆5️⃣<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>：27415辆6️⃣ <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>：22706辆7️⃣ <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>：2","listText":"📊 2026年3月新势力销量排行：🥇<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>：50029辆🥈<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>：41053辆🥉<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>：35486辆（蔚来22490｜乐道6877｜萤火虫6119）4️⃣<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a>：销量29318辆5️⃣<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>：27415辆6️⃣ <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> <a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a>：22706辆7️⃣ <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>：2","text":"📊 2026年3月新势力销量排行：🥇$零跑汽车(09863)$：50029辆🥈$理想汽车(LI)$ $理想汽车-W(02015)$：41053辆🥉$蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$：35486辆（蔚来22490｜乐道6877｜萤火虫6119）4️⃣$极氪(ZK)$：销量29318辆5️⃣$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$：27415辆6️⃣ $赛力斯(09927)$ $赛力斯(601127)$：22706辆7️⃣ $小米集团ADR(XIACY)$ $小米集团-W(01810)$：2","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/549240719577280","isVote":1,"tweetType":1,"viewCount":22985,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000640","authorId":"9000000000000640","name":"DaisyMoore","avatar":"https://static.tigerbbs.com/0b6d4586dc3002807c92bc57e1b3a6bd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000640","idStr":"9000000000000640"},"content":"小米汽车才上市就破两万，太猛了！","text":"小米汽车才上市就破两万，太猛了！","html":"小米汽车才上市就破两万，太猛了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548973539483912,"gmtCreate":1775048676124,"gmtModify":1775048678212,"author":{"id":"3552609846285590","authorId":"3552609846285590","name":"Lydia758","avatar":"https://static.tigerbbs.com/28fe40b632359d10a879ebb9a9eef57b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552609846285590","idStr":"3552609846285590"},"themes":[],"title":"","htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548973539483912","isVote":1,"tweetType":1,"viewCount":2587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548940209422824,"gmtCreate":1775041481253,"gmtModify":1775043402521,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36989258284800","idStr":"36989258284800"},"themes":[],"title":"SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻","htmlText":"👋 Hi, Tigers~2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉：👉 好像“比去年活跃了”👉 但又没有明显牛市那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情”🧾 指数表现（YTD）<a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> Q1收盘报价，4885.45点，上涨5.15%（高于 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的2.35%），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。📊 市场活跃度（季度维度）综合 Singapore Exchange <a href=\"https://laohu8.com/S/S68.SI\">$新加坡交易所(S68.SI)$</a> Q1数据：股票日均成交额（SDAV）：2月表现强劲，同比增长45%至21亿新元（自2020年最高水平）证券市场总成交额同比增长30%至385亿新元ETF交易加速：2月份ETF月成交额同比增长172%至11亿新元衍生品日均成交量：+22% 至166万份合同总交易量达到2710万份合同，同比增长6%📌 核心变化：流动性确实回来了，而且不是短期现象👉 问大家一个问题： 你最近在SGX下单，滑点/成交体验有没有变好？🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解）1️⃣ 银行：绝对主线（最大赢家）代表公司：<a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> （YTD +2.31%)","listText":"👋 Hi, Tigers~2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉：👉 好像“比去年活跃了”👉 但又没有明显牛市那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情”🧾 指数表现（YTD）<a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> Q1收盘报价，4885.45点，上涨5.15%（高于 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的2.35%），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。📊 市场活跃度（季度维度）综合 Singapore Exchange <a href=\"https://laohu8.com/S/S68.SI\">$新加坡交易所(S68.SI)$</a> Q1数据：股票日均成交额（SDAV）：2月表现强劲，同比增长45%至21亿新元（自2020年最高水平）证券市场总成交额同比增长30%至385亿新元ETF交易加速：2月份ETF月成交额同比增长172%至11亿新元衍生品日均成交量：+22% 至166万份合同总交易量达到2710万份合同，同比增长6%📌 核心变化：流动性确实回来了，而且不是短期现象👉 问大家一个问题： 你最近在SGX下单，滑点/成交体验有没有变好？🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解）1️⃣ 银行：绝对主线（最大赢家）代表公司：<a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> （YTD +2.31%)","text":"👋 Hi, Tigers~2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉：👉 好像“比去年活跃了”👉 但又没有明显牛市那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情”🧾 指数表现（YTD）$富时新加坡海峡指数(STI.SI)$ Q1收盘报价，4885.45点，上涨5.15%（高于 $标普500(.SPX)$ 的2.35%），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。📊 市场活跃度（季度维度）综合 Singapore Exchange $新加坡交易所(S68.SI)$ Q1数据：股票日均成交额（SDAV）：2月表现强劲，同比增长45%至21亿新元（自2020年最高水平）证券市场总成交额同比增长30%至385亿新元ETF交易加速：2月份ETF月成交额同比增长172%至11亿新元衍生品日均成交量：+22% 至166万份合同总交易量达到2710万份合同，同比增长6%📌 核心变化：流动性确实回来了，而且不是短期现象👉 问大家一个问题： 你最近在SGX下单，滑点/成交体验有没有变好？🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解）1️⃣ 银行：绝对主线（最大赢家）代表公司：$星展集团控股(D05.SI)$ （YTD +2.31%)","images":[{"img":"https://static.tigerbbs.com/ada67c6259bcf5845abd1b049d416c26"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/548940209422824","isVote":1,"tweetType":1,"viewCount":18306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0}],"essenList":[{"id":613711037096264,"gmtCreate":1790850962060,"gmtModify":1790852249003,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE 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Mr Han Khim Siew, Chief Executive Officer and Executive Director of the Manager, said, “Sustainability is an integral part of how we manage and future-proof our portfolio, supporting long-term value creation through responsible capital stewardship, disciplined asset management, and operational excellence. During the year, OUE Bayfront joined the Marina Bay District Cooling System, marking a key milestone in its decarbonisation journey. The initiative is expected not only to deliver meaningful energy savings, but also to unlock additional value by conve","text":"Our score improved by three points, outperforming both the 2026 GRESB average of 80.9 and our peer group average of 83.6. This progress reflects stronger environmental performance, supported by consistently high social and governance scores. Mr Han Khim Siew, Chief Executive Officer and Executive Director of the Manager, said, “Sustainability is an integral part of how we manage and future-proof our portfolio, supporting long-term value creation through responsible capital stewardship, disciplined asset management, and operational excellence. During the year, OUE Bayfront joined the Marina Bay District Cooling System, marking a key milestone in its decarbonisation journey. The initiative is expected not only to deliver meaningful energy savings, but also to unlock additional value by conve","images":[{"img":"https://static.tigerbbs.com/f61e6020d2df39cd0d2dff835ca1159a","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613711037096264","isVote":1,"tweetType":1,"viewCount":13247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":612960955658808,"gmtCreate":1790667865663,"gmtModify":1790667985488,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT Brings the F1 Buzz to Orchard Road","htmlText":"🏎️ With Formula 1 fever back in Singapore bringing an incredible buzz to town, OUE REIT’s team at Hilton Singapore Orchard and Mandarin Gallery have also geared up to make your experience even more memorable! Hilton Singapore Orchard: 𝐓𝐡𝐞 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝 𝐏𝐢𝐭 𝐒𝐭𝐨𝐩 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 Tapping into Hilton’s global partnership with the McLaren Mastercard F1® Team, the hotel is hosting interactive activations across multiple guest touchpoints: 🔸 𝐎𝐧-𝐠𝐫𝐨𝐮𝐧𝐝 𝐀𝐜𝐭𝐢𝐯𝐚𝐭𝐢𝐨𝐧: Step up to ‘The Orchard Road Pit Stop Challenge’ booth at Hilton Singapore Orchard and test your race knowledge! Ace the challenge card to unlock a swift 20% pit perk off our race-themed menu at Ginger.Lily. 🔸 𝐒𝐨𝐜𝐢𝐚𝐥 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 (28 𝐒𝐞𝐩 &amp; 5 𝐎𝐜𝐭): Missed our first giveaway? Join our second contest on 5 October for a chance to win prizes, ranging","listText":"🏎️ With Formula 1 fever back in Singapore bringing an incredible buzz to town, OUE REIT’s team at Hilton Singapore Orchard and Mandarin Gallery have also geared up to make your experience even more memorable! Hilton Singapore Orchard: 𝐓𝐡𝐞 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝 𝐏𝐢𝐭 𝐒𝐭𝐨𝐩 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 Tapping into Hilton’s global partnership with the McLaren Mastercard F1® Team, the hotel is hosting interactive activations across multiple guest touchpoints: 🔸 𝐎𝐧-𝐠𝐫𝐨𝐮𝐧𝐝 𝐀𝐜𝐭𝐢𝐯𝐚𝐭𝐢𝐨𝐧: Step up to ‘The Orchard Road Pit Stop Challenge’ booth at Hilton Singapore Orchard and test your race knowledge! Ace the challenge card to unlock a swift 20% pit perk off our race-themed menu at Ginger.Lily. 🔸 𝐒𝐨𝐜𝐢𝐚𝐥 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 (28 𝐒𝐞𝐩 &amp; 5 𝐎𝐜𝐭): Missed our first giveaway? Join our second contest on 5 October for a chance to win prizes, ranging","text":"🏎️ With Formula 1 fever back in Singapore bringing an incredible buzz to town, OUE REIT’s team at Hilton Singapore Orchard and Mandarin Gallery have also geared up to make your experience even more memorable! Hilton Singapore Orchard: 𝐓𝐡𝐞 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝 𝐏𝐢𝐭 𝐒𝐭𝐨𝐩 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞 Tapping into Hilton’s global partnership with the McLaren Mastercard F1® Team, the hotel is hosting interactive activations across multiple guest touchpoints: 🔸 𝐎𝐧-𝐠𝐫𝐨𝐮𝐧𝐝 𝐀𝐜𝐭𝐢𝐯𝐚𝐭𝐢𝐨𝐧: Step up to ‘The Orchard Road Pit Stop Challenge’ booth at Hilton Singapore Orchard and test your race knowledge! Ace the challenge card to unlock a swift 20% pit perk off our race-themed menu at Ginger.Lily. 🔸 𝐒𝐨𝐜𝐢𝐚𝐥 𝐂𝐨𝐧𝐭𝐞𝐬𝐭 (28 𝐒𝐞𝐩 & 5 𝐎𝐜𝐭): Missed our first giveaway? Join our second contest on 5 October for a chance to win prizes, ranging","images":[{"img":"https://static.tigerbbs.com/f7394a9de2551e5d01a2dfac955ebdbf","width":"1600","height":"1200"},{"img":"https://static.tigerbbs.com/3ffce4da67235013e9d429a21c5df193","width":"1600","height":"1200"},{"img":"https://static.tigerbbs.com/76ae0d8dbd3b6294fd87c5b4f5277ab6","width":"4032","height":"3024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612960955658808","isVote":1,"tweetType":1,"viewCount":12227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":610117714707048,"gmtCreate":1789980944987,"gmtModify":1789982640408,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT moves to close value gap as CEO Han sees ‘exciting inflexion point’ ahead","htmlText":"With the latest 25 bps rate hike from the Federal Reserve and 10-year US Treasury yields sustained near 5%, REITs are facing a defining moment: the \"higher-for-longer\" landscape is no longer market volatility to endure, but a structural shift requiring proactive adaptation. At OUE REIT, we didn't wait for this reality to set in; we anticipated and engineered our strategy accordingly. In a recent interview with The Edge Singapore, our CEO, Han Khim Siew, unpacks how OUE REIT's Phase 3 Value Creation journey unlocks and crystallises value through disciplined capital stewardship. Having turned the corner since 2022, OUE REIT is operating from a position of strength at an exciting inflexion point. By actively recycling capital into prime, future-ready assets, reducing borrowing costs against t","listText":"With the latest 25 bps rate hike from the Federal Reserve and 10-year US Treasury yields sustained near 5%, REITs are facing a defining moment: the \"higher-for-longer\" landscape is no longer market volatility to endure, but a structural shift requiring proactive adaptation. At OUE REIT, we didn't wait for this reality to set in; we anticipated and engineered our strategy accordingly. In a recent interview with The Edge Singapore, our CEO, Han Khim Siew, unpacks how OUE REIT's Phase 3 Value Creation journey unlocks and crystallises value through disciplined capital stewardship. Having turned the corner since 2022, OUE REIT is operating from a position of strength at an exciting inflexion point. By actively recycling capital into prime, future-ready assets, reducing borrowing costs against t","text":"With the latest 25 bps rate hike from the Federal Reserve and 10-year US Treasury yields sustained near 5%, REITs are facing a defining moment: the \"higher-for-longer\" landscape is no longer market volatility to endure, but a structural shift requiring proactive adaptation. At OUE REIT, we didn't wait for this reality to set in; we anticipated and engineered our strategy accordingly. In a recent interview with The Edge Singapore, our CEO, Han Khim Siew, unpacks how OUE REIT's Phase 3 Value Creation journey unlocks and crystallises value through disciplined capital stewardship. Having turned the corner since 2022, OUE REIT is operating from a position of strength at an exciting inflexion point. By actively recycling capital into prime, future-ready assets, reducing borrowing costs against t","images":[{"img":"https://static.tigerbbs.com/f73c01e121d41c47404cf6f29fa17cdb","width":"1200","height":"654"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610117714707048","isVote":1,"tweetType":1,"viewCount":12424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588533709137176,"gmtCreate":1784716490244,"gmtModify":1784719427949,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT Delivers 28.6% YoY Increase in 1H 2026 DPU to 1.26 cents","htmlText":"\n \n \n  OUE REIT is pleased to report a 28.6% year-on-year increase in Distribution per Unit (DPU) to 1.26 Singapore cents for the financial period from 1 January 2026 to 30 June 2026 (“1H 2026”). The strong performance was underpinned by: ✅ 𝐑𝐨𝐛𝐮𝐬𝐭 𝐡𝐨𝐬𝐩𝐢𝐭𝐚𝐥𝐢𝐭𝐲 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞, with hospitality NPI rising 12.3% YoY in 1H 2026 and portfolio RevPAR increasing 10.7% YoY to S$258. ✅ 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, resulting in a 16.6% 𝐘𝐨𝐘 𝐫𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐢𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐜𝐨𝐬𝐭𝐬 in 1H 2026. ✅ 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠, with the 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐓𝐨𝐰𝐞𝐫, 𝐒𝐲𝐝𝐧𝐞𝐲, contributing S$2.2 million in share of results from associates. Mr Han Khim Siew, Chief Executive Officer of the Manager, said, “OUE REIT delivered a robust set of results in 1H 2026, supported by our diversified portfolio, active portfolio recon\n \n","listText":"OUE REIT is pleased to report a 28.6% year-on-year increase in Distribution per Unit (DPU) to 1.26 Singapore cents for the financial period from 1 January 2026 to 30 June 2026 (“1H 2026”). The strong performance was underpinned by: ✅ 𝐑𝐨𝐛𝐮𝐬𝐭 𝐡𝐨𝐬𝐩𝐢𝐭𝐚𝐥𝐢𝐭𝐲 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞, with hospitality NPI rising 12.3% YoY in 1H 2026 and portfolio RevPAR increasing 10.7% YoY to S$258. ✅ 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, resulting in a 16.6% 𝐘𝐨𝐘 𝐫𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐢𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐜𝐨𝐬𝐭𝐬 in 1H 2026. ✅ 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠, with the 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐓𝐨𝐰𝐞𝐫, 𝐒𝐲𝐝𝐧𝐞𝐲, contributing S$2.2 million in share of results from associates. Mr Han Khim Siew, Chief Executive Officer of the Manager, said, “OUE REIT delivered a robust set of results in 1H 2026, supported by our diversified portfolio, active portfolio recon","text":"OUE REIT is pleased to report a 28.6% year-on-year increase in Distribution per Unit (DPU) to 1.26 Singapore cents for the financial period from 1 January 2026 to 30 June 2026 (“1H 2026”). The strong performance was underpinned by: ✅ 𝐑𝐨𝐛𝐮𝐬𝐭 𝐡𝐨𝐬𝐩𝐢𝐭𝐚𝐥𝐢𝐭𝐲 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞, with hospitality NPI rising 12.3% YoY in 1H 2026 and portfolio RevPAR increasing 10.7% YoY to S$258. ✅ 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, resulting in a 16.6% 𝐘𝐨𝐘 𝐫𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐢𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐜𝐨𝐬𝐭𝐬 in 1H 2026. ✅ 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠, with the 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐓𝐨𝐰𝐞𝐫, 𝐒𝐲𝐝𝐧𝐞𝐲, contributing S$2.2 million in share of results from associates. Mr Han Khim Siew, Chief Executive Officer of the Manager, said, “OUE REIT delivered a robust set of results in 1H 2026, supported by our diversified portfolio, active portfolio recon","images":[{"img":"https://static.tigerbbs.com/ac239978d902946888ef3453cd0a5bd9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588533709137176","isVote":1,"tweetType":2,"object":{"id":"ac93512fa72a4516b76659af5a47ad02","tweetId":"588533709137176","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/92e35aa05001834812766342645/Pykz1SJkimIA.mp4","poster":"https://static.tigerbbs.com/ac239978d902946888ef3453cd0a5bd9"},"viewCount":15860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":589229409120296,"gmtCreate":1784886254747,"gmtModify":1784887782100,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT X Lim & Tan Lunchtime Webinar","htmlText":"OUE REIT has delivered a 28.6% YoY in DPU in 1H26. The stellar performance is underpinned by a robust hospitality performance, effective capital management and the successful execution of our capital recycling strategy. Want to know what comes next? Join our CEO, Mr Han Khim Siew, and CFO, Mr Lionel Chua, next Tuesday at Lim &amp; Tan’s lunchtime webinar as they unpack: 🔸 The key drivers behind this strong 1H performance 🔸 What comes next for OUE REIT’s Phase 3 Value Creation Journey 🔸 How we are strategically positioning the portfolio to capture future opportunities Don't miss this chance to hear directly from the management and ask your questions! 📅Date: 28 July 2026, Tuesday 🕧Time: 12.00pm - 1.00pm 👉Webinar link: https://lnkd.in/gre7Dq7c <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托</a>","listText":"OUE REIT has delivered a 28.6% YoY in DPU in 1H26. The stellar performance is underpinned by a robust hospitality performance, effective capital management and the successful execution of our capital recycling strategy. Want to know what comes next? Join our CEO, Mr Han Khim Siew, and CFO, Mr Lionel Chua, next Tuesday at Lim &amp; Tan’s lunchtime webinar as they unpack: 🔸 The key drivers behind this strong 1H performance 🔸 What comes next for OUE REIT’s Phase 3 Value Creation Journey 🔸 How we are strategically positioning the portfolio to capture future opportunities Don't miss this chance to hear directly from the management and ask your questions! 📅Date: 28 July 2026, Tuesday 🕧Time: 12.00pm - 1.00pm 👉Webinar link: https://lnkd.in/gre7Dq7c <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托</a>","text":"OUE REIT has delivered a 28.6% YoY in DPU in 1H26. The stellar performance is underpinned by a robust hospitality performance, effective capital management and the successful execution of our capital recycling strategy. Want to know what comes next? Join our CEO, Mr Han Khim Siew, and CFO, Mr Lionel Chua, next Tuesday at Lim & Tan’s lunchtime webinar as they unpack: 🔸 The key drivers behind this strong 1H performance 🔸 What comes next for OUE REIT’s Phase 3 Value Creation Journey 🔸 How we are strategically positioning the portfolio to capture future opportunities Don't miss this chance to hear directly from the management and ask your questions! 📅Date: 28 July 2026, Tuesday 🕧Time: 12.00pm - 1.00pm 👉Webinar link: https://lnkd.in/gre7Dq7c $华联房地产投资信托","images":[{"img":"https://static.tigerbbs.com/f117517280d9381d6ee2f9b6506b5d81","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589229409120296","isVote":1,"tweetType":1,"viewCount":14382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":579303855342792,"gmtCreate":1782461778838,"gmtModify":1782462989047,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT To Divest Crowne Plaza Changi Airport at 1.3% Above Valuation","htmlText":"OUE REIT takes another step in its Phase 3 Value Creation Journey with the proposed S$500 million divestment of Crowne Plaza Changi Airport, at an ~1.3% premium to the average of two independent valuations. [胜利] In line with our commitment to Unitholders, the Manager intends to distribute S$20.0 million of the net cash proceeds from the transaction. Following the announcement, DBS Bank, OCBC, Maybank, Lim &amp; Tan, and S&amp;P Global have issued reports on the proposed divestment. We are pleased to share that all covering analysts have maintained their “Buy” ratings, with target prices unchanged. Key Takeaways: Unlocks value from a mature hospitality asset ahead of the expiry of its Hotel Management Agreement and Master Lease Agreement in 2028 Delivers S$20.0 million special distributions","listText":"OUE REIT takes another step in its Phase 3 Value Creation Journey with the proposed S$500 million divestment of Crowne Plaza Changi Airport, at an ~1.3% premium to the average of two independent valuations. [胜利] In line with our commitment to Unitholders, the Manager intends to distribute S$20.0 million of the net cash proceeds from the transaction. Following the announcement, DBS Bank, OCBC, Maybank, Lim &amp; Tan, and S&amp;P Global have issued reports on the proposed divestment. We are pleased to share that all covering analysts have maintained their “Buy” ratings, with target prices unchanged. Key Takeaways: Unlocks value from a mature hospitality asset ahead of the expiry of its Hotel Management Agreement and Master Lease Agreement in 2028 Delivers S$20.0 million special distributions","text":"OUE REIT takes another step in its Phase 3 Value Creation Journey with the proposed S$500 million divestment of Crowne Plaza Changi Airport, at an ~1.3% premium to the average of two independent valuations. [胜利] In line with our commitment to Unitholders, the Manager intends to distribute S$20.0 million of the net cash proceeds from the transaction. Following the announcement, DBS Bank, OCBC, Maybank, Lim & Tan, and S&P Global have issued reports on the proposed divestment. We are pleased to share that all covering analysts have maintained their “Buy” ratings, with target prices unchanged. Key Takeaways: Unlocks value from a mature hospitality asset ahead of the expiry of its Hotel Management Agreement and Master Lease Agreement in 2028 Delivers S$20.0 million special distributions","images":[{"img":"https://static.tigerbbs.com/fd0e509565955ec5761692522c0dfff3","width":"1265","height":"710"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579303855342792","isVote":1,"tweetType":1,"viewCount":13975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":566933234663712,"gmtCreate":1779422868324,"gmtModify":1779423008162,"author":{"id":"3515627051568386","authorId":"3515627051568386","name":"直击业绩会","avatar":"https://static.tigerbbs.com/6cc211c0c1b0a527888a896b6b9b0e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515627051568386","authorIdStr":"3515627051568386"},"themes":[],"title":"🚀 蔚来2026Q1：毛利率19%创四年新高，连续两季盈利，但成本预警压制股价","htmlText":"<a href=\"https://www.laohu8.com/m/live/1864961909607531/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221864961909607531%22%2C%22type%22%3A2%7D\" target=\"_blank\">欢迎收听蔚来FY2026Q1业绩电话会议回放</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 核心结论： 蔚来2026Q1财报交出\"连续盈利\"的关键成绩单，营收255.3亿元同比增长112.2%，交付83,465辆同比增长98.3%，综合毛利率19%创四年来新高，Non-GAAP经营利润6,680万元实现连续第二个季度盈利。但盘前股价涨5.55%后盘中回落，核心矛盾在于：财报本身标志着蔚来从\"烧钱换规模\"向\"规模换利润\"的战略质变，但市场此前对蔚来的盈利持续性仍存疑虑，投资者更关注Q2及全年能否在原材料涨价压力下维持17%-18%的毛利率目标，以及多品牌协同下的盈利规模是否足够大。德意志银行指出，蔚来过去多次财报后股价剧烈波动，显示市场对\"盈利拐点\"的验证门槛已显著提升。 2026年5月21日盘前，蔚来公司发布了2026年第一季度（截至2026年3月31日）财报。本次财报是蔚来经历2025年组织架构深度调整、CBU（最小经营单元）机制全面推行后的关键验证，标志着公司从\"最惨的人\"到\"连续盈利\"的叙事质变。报告显示，蔚来在2026年中国汽车市场整体承压的背景下实现了逆势增长，但盘前股价涨5.","listText":"<a href=\"https://www.laohu8.com/m/live/1864961909607531/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221864961909607531%22%2C%22type%22%3A2%7D\" target=\"_blank\">欢迎收听蔚来FY2026Q1业绩电话会议回放</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 核心结论： 蔚来2026Q1财报交出\"连续盈利\"的关键成绩单，营收255.3亿元同比增长112.2%，交付83,465辆同比增长98.3%，综合毛利率19%创四年来新高，Non-GAAP经营利润6,680万元实现连续第二个季度盈利。但盘前股价涨5.55%后盘中回落，核心矛盾在于：财报本身标志着蔚来从\"烧钱换规模\"向\"规模换利润\"的战略质变，但市场此前对蔚来的盈利持续性仍存疑虑，投资者更关注Q2及全年能否在原材料涨价压力下维持17%-18%的毛利率目标，以及多品牌协同下的盈利规模是否足够大。德意志银行指出，蔚来过去多次财报后股价剧烈波动，显示市场对\"盈利拐点\"的验证门槛已显著提升。 2026年5月21日盘前，蔚来公司发布了2026年第一季度（截至2026年3月31日）财报。本次财报是蔚来经历2025年组织架构深度调整、CBU（最小经营单元）机制全面推行后的关键验证，标志着公司从\"最惨的人\"到\"连续盈利\"的叙事质变。报告显示，蔚来在2026年中国汽车市场整体承压的背景下实现了逆势增长，但盘前股价涨5.","text":"欢迎收听蔚来FY2026Q1业绩电话会议回放 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 核心结论： 蔚来2026Q1财报交出\"连续盈利\"的关键成绩单，营收255.3亿元同比增长112.2%，交付83,465辆同比增长98.3%，综合毛利率19%创四年来新高，Non-GAAP经营利润6,680万元实现连续第二个季度盈利。但盘前股价涨5.55%后盘中回落，核心矛盾在于：财报本身标志着蔚来从\"烧钱换规模\"向\"规模换利润\"的战略质变，但市场此前对蔚来的盈利持续性仍存疑虑，投资者更关注Q2及全年能否在原材料涨价压力下维持17%-18%的毛利率目标，以及多品牌协同下的盈利规模是否足够大。德意志银行指出，蔚来过去多次财报后股价剧烈波动，显示市场对\"盈利拐点\"的验证门槛已显著提升。 2026年5月21日盘前，蔚来公司发布了2026年第一季度（截至2026年3月31日）财报。本次财报是蔚来经历2025年组织架构深度调整、CBU（最小经营单元）机制全面推行后的关键验证，标志着公司从\"最惨的人\"到\"连续盈利\"的叙事质变。报告显示，蔚来在2026年中国汽车市场整体承压的背景下实现了逆势增长，但盘前股价涨5.","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566933234663712","isVote":1,"tweetType":1,"viewCount":22573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574064575374256,"gmtCreate":1781166363287,"gmtModify":1781167235003,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"Strengthening Investor Confidence Through Active Engagement","htmlText":"At OUE REIT, building investor confidence relies on one thing: consistent, meaningful communications. Throughout 1H 2026, our team has been fully dedicated to staying close to the market, keeping everyone from regional institutional funds to local retail investors firmly in the loop. On the 𝐡𝐨𝐦𝐞 𝐟𝐫𝐨𝐧𝐭, we teamed up with 𝐔𝐁𝐒 𝐚𝐧𝐝 𝐑𝐇𝐁 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 for some incredible face-to-face investor engagements through 𝐬𝐢𝐭𝐞 𝐯𝐢𝐬𝐢𝐭𝐬 𝐚𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐥𝐮𝐧𝐜𝐡𝐞𝐬, sharing insights on our value creation journey and exchanging views on hospitality performance. We continued to take the OUE REIT story across borders, presenting at the 𝘕𝘏𝘐𝘚-𝘚𝘎𝘟 𝘚𝘪𝘯𝘨𝘢𝘱𝘰𝘳𝘦 𝘙𝘌𝘐𝘛𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘋𝘢𝘺 in Seoul and the 𝘔𝘢𝘺𝘣𝘢𝘯𝘬-𝘙𝘌𝘐𝘛𝘈𝘚-𝘚𝘎𝘟 𝘚-𝘙𝘌𝘐𝘛 𝘋𝘢𝘺 in Bangkok. We are encouraged by the positive feedback received, including investors affirming the 𝐬𝐮𝐜𝐜𝐞","listText":"At OUE REIT, building investor confidence relies on one thing: consistent, meaningful communications. Throughout 1H 2026, our team has been fully dedicated to staying close to the market, keeping everyone from regional institutional funds to local retail investors firmly in the loop. On the 𝐡𝐨𝐦𝐞 𝐟𝐫𝐨𝐧𝐭, we teamed up with 𝐔𝐁𝐒 𝐚𝐧𝐝 𝐑𝐇𝐁 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 for some incredible face-to-face investor engagements through 𝐬𝐢𝐭𝐞 𝐯𝐢𝐬𝐢𝐭𝐬 𝐚𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐥𝐮𝐧𝐜𝐡𝐞𝐬, sharing insights on our value creation journey and exchanging views on hospitality performance. We continued to take the OUE REIT story across borders, presenting at the 𝘕𝘏𝘐𝘚-𝘚𝘎𝘟 𝘚𝘪𝘯𝘨𝘢𝘱𝘰𝘳𝘦 𝘙𝘌𝘐𝘛𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘋𝘢𝘺 in Seoul and the 𝘔𝘢𝘺𝘣𝘢𝘯𝘬-𝘙𝘌𝘐𝘛𝘈𝘚-𝘚𝘎𝘟 𝘚-𝘙𝘌𝘐𝘛 𝘋𝘢𝘺 in Bangkok. We are encouraged by the positive feedback received, including investors affirming the 𝐬𝐮𝐜𝐜𝐞","text":"At OUE REIT, building investor confidence relies on one thing: consistent, meaningful communications. Throughout 1H 2026, our team has been fully dedicated to staying close to the market, keeping everyone from regional institutional funds to local retail investors firmly in the loop. On the 𝐡𝐨𝐦𝐞 𝐟𝐫𝐨𝐧𝐭, we teamed up with 𝐔𝐁𝐒 𝐚𝐧𝐝 𝐑𝐇𝐁 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 for some incredible face-to-face investor engagements through 𝐬𝐢𝐭𝐞 𝐯𝐢𝐬𝐢𝐭𝐬 𝐚𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐥𝐮𝐧𝐜𝐡𝐞𝐬, sharing insights on our value creation journey and exchanging views on hospitality performance. We continued to take the OUE REIT story across borders, presenting at the 𝘕𝘏𝘐𝘚-𝘚𝘎𝘟 𝘚𝘪𝘯𝘨𝘢𝘱𝘰𝘳𝘦 𝘙𝘌𝘐𝘛𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘋𝘢𝘺 in Seoul and the 𝘔𝘢𝘺𝘣𝘢𝘯𝘬-𝘙𝘌𝘐𝘛𝘈𝘚-𝘚𝘎𝘟 𝘚-𝘙𝘌𝘐𝘛 𝘋𝘢𝘺 in Bangkok. We are encouraged by the positive feedback received, including investors affirming the 𝐬𝐮𝐜𝐜𝐞","images":[{"img":"https://static.tigerbbs.com/40c7ae3df6e43b23e606c22f56e23de7","width":"1600","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574064575374256","isVote":1,"tweetType":1,"viewCount":14268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":559037742839184,"gmtCreate":1777515535041,"gmtModify":1777516154106,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"Covering Analysts Reiterate Confidence in OUE REIT Following Robust 1Q 2026 Performance","htmlText":"Following our robust 1Q 2026 performance, we are pleased to see covering analysts reiterate their confidence in OUE REIT in their latest reports and maintained their “BUY”/“ADD” ratings. CGS International and OCBC raised their target prices to S$0.44 and S$0.41 respectively and increased their FY 2026 DPU forecasts after factoring in the acquisition of a 19.9% interest in 180 George Street and potential upside upon the completion of OUE Bayfront’s Level 17 space conversion. Meanwhile, DBS, Maybank, PhillipCapital and Beansprout highlighted OUE REIT’s strong 1Q 2026 performance, supported by broad-based portfolio growth, a clear recovery in hospitality performance, and a more efficient capital structure with upside from easing interest rates. 𝐊𝐞𝐲 𝐕𝐢𝐞𝐰𝐬 𝐟𝐫𝐨𝐦 𝐀𝐧𝐚𝐥𝐲𝐬𝐭𝐬: [你懂的] 𝐏𝐡𝐚𝐬𝐞 3 𝐕𝐚𝐥𝐮𝐞 𝐂𝐫𝐞","listText":"Following our robust 1Q 2026 performance, we are pleased to see covering analysts reiterate their confidence in OUE REIT in their latest reports and maintained their “BUY”/“ADD” ratings. CGS International and OCBC raised their target prices to S$0.44 and S$0.41 respectively and increased their FY 2026 DPU forecasts after factoring in the acquisition of a 19.9% interest in 180 George Street and potential upside upon the completion of OUE Bayfront’s Level 17 space conversion. Meanwhile, DBS, Maybank, PhillipCapital and Beansprout highlighted OUE REIT’s strong 1Q 2026 performance, supported by broad-based portfolio growth, a clear recovery in hospitality performance, and a more efficient capital structure with upside from easing interest rates. 𝐊𝐞𝐲 𝐕𝐢𝐞𝐰𝐬 𝐟𝐫𝐨𝐦 𝐀𝐧𝐚𝐥𝐲𝐬𝐭𝐬: [你懂的] 𝐏𝐡𝐚𝐬𝐞 3 𝐕𝐚𝐥𝐮𝐞 𝐂𝐫𝐞","text":"Following our robust 1Q 2026 performance, we are pleased to see covering analysts reiterate their confidence in OUE REIT in their latest reports and maintained their “BUY”/“ADD” ratings. CGS International and OCBC raised their target prices to S$0.44 and S$0.41 respectively and increased their FY 2026 DPU forecasts after factoring in the acquisition of a 19.9% interest in 180 George Street and potential upside upon the completion of OUE Bayfront’s Level 17 space conversion. Meanwhile, DBS, Maybank, PhillipCapital and Beansprout highlighted OUE REIT’s strong 1Q 2026 performance, supported by broad-based portfolio growth, a clear recovery in hospitality performance, and a more efficient capital structure with upside from easing interest rates. 𝐊𝐞𝐲 𝐕𝐢𝐞𝐰𝐬 𝐟𝐫𝐨𝐦 𝐀𝐧𝐚𝐥𝐲𝐬𝐭𝐬: [你懂的] 𝐏𝐡𝐚𝐬𝐞 3 𝐕𝐚𝐥𝐮𝐞 𝐂𝐫𝐞","images":[{"img":"https://static.tigerbbs.com/219516655218120e5904b710e3a84c87","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559037742839184","isVote":1,"tweetType":1,"viewCount":13567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":552013974700096,"gmtCreate":1775805928150,"gmtModify":1778120622972,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"蔚来ES9技术发布会媒体群访实录","htmlText":"蔚来ES9技术发布会媒体群访，以下内容非官方速记，由录音整理，可能存在错误，仅供参考。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 一、 关于一季度盈利预期与交付目标 媒体提问： 昨天发布会后，大家对ES9非常期待。请问一季度蔚来的盈利预期如何？ES9这款车是否会成为蔚来新的利润奶牛？ 李斌： 关于一季度的盈利情况，大家可以关注我们后续的财报。去年大家也看到了，一方面源于我们十几年来在技术、产品和用户体验上的积累（例如纯电架构、换电网络）；另一方面，去年我们在内部管理和成本控制上做了大量提效工作。 今年一季度，整个汽车行业的压力是非常大的。但即使在这种环境下，我们一季度的交付量接近翻番（超3万台）。我相信从二季度开始，随着ES9等高毛利车型的交付，它对我们整个公司的运营利润和财务表现将带来更加显著的积极帮助。 二、 为什么做“行政旗舰SUV”而不做“MPV”？ 媒体提问： 现在很多友商都在做高端MPV，蔚来为什么坚持不做MPV，而是用ES9这样一款行政级SUV去打高端市场？它相比MPV的核心优势是什么？ 李斌： 我建议大家暂时**“忘记MPV”**这个标签。我们去调研买中大型MPV的用户，他们买的其实不是“MPV”这个形态，而是为了满足其对空间、舒适度和多人出行的需求。 MPV有它的好处，比如车厢高、进出方便，但我们要拿事实说话。SUV作为行政级座驾有不可替代的优势： 气场与身份感： 为什么各国政要出行大多乘坐全尺寸SUV而不是MPV？因为SUV的车身姿态更具威严感和安全感，像一个“玄关”，能更好地保","listText":"蔚来ES9技术发布会媒体群访，以下内容非官方速记，由录音整理，可能存在错误，仅供参考。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 一、 关于一季度盈利预期与交付目标 媒体提问： 昨天发布会后，大家对ES9非常期待。请问一季度蔚来的盈利预期如何？ES9这款车是否会成为蔚来新的利润奶牛？ 李斌： 关于一季度的盈利情况，大家可以关注我们后续的财报。去年大家也看到了，一方面源于我们十几年来在技术、产品和用户体验上的积累（例如纯电架构、换电网络）；另一方面，去年我们在内部管理和成本控制上做了大量提效工作。 今年一季度，整个汽车行业的压力是非常大的。但即使在这种环境下，我们一季度的交付量接近翻番（超3万台）。我相信从二季度开始，随着ES9等高毛利车型的交付，它对我们整个公司的运营利润和财务表现将带来更加显著的积极帮助。 二、 为什么做“行政旗舰SUV”而不做“MPV”？ 媒体提问： 现在很多友商都在做高端MPV，蔚来为什么坚持不做MPV，而是用ES9这样一款行政级SUV去打高端市场？它相比MPV的核心优势是什么？ 李斌： 我建议大家暂时**“忘记MPV”**这个标签。我们去调研买中大型MPV的用户，他们买的其实不是“MPV”这个形态，而是为了满足其对空间、舒适度和多人出行的需求。 MPV有它的好处，比如车厢高、进出方便，但我们要拿事实说话。SUV作为行政级座驾有不可替代的优势： 气场与身份感： 为什么各国政要出行大多乘坐全尺寸SUV而不是MPV？因为SUV的车身姿态更具威严感和安全感，像一个“玄关”，能更好地保","text":"蔚来ES9技术发布会媒体群访，以下内容非官方速记，由录音整理，可能存在错误，仅供参考。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 一、 关于一季度盈利预期与交付目标 媒体提问： 昨天发布会后，大家对ES9非常期待。请问一季度蔚来的盈利预期如何？ES9这款车是否会成为蔚来新的利润奶牛？ 李斌： 关于一季度的盈利情况，大家可以关注我们后续的财报。去年大家也看到了，一方面源于我们十几年来在技术、产品和用户体验上的积累（例如纯电架构、换电网络）；另一方面，去年我们在内部管理和成本控制上做了大量提效工作。 今年一季度，整个汽车行业的压力是非常大的。但即使在这种环境下，我们一季度的交付量接近翻番（超3万台）。我相信从二季度开始，随着ES9等高毛利车型的交付，它对我们整个公司的运营利润和财务表现将带来更加显著的积极帮助。 二、 为什么做“行政旗舰SUV”而不做“MPV”？ 媒体提问： 现在很多友商都在做高端MPV，蔚来为什么坚持不做MPV，而是用ES9这样一款行政级SUV去打高端市场？它相比MPV的核心优势是什么？ 李斌： 我建议大家暂时**“忘记MPV”**这个标签。我们去调研买中大型MPV的用户，他们买的其实不是“MPV”这个形态，而是为了满足其对空间、舒适度和多人出行的需求。 MPV有它的好处，比如车厢高、进出方便，但我们要拿事实说话。SUV作为行政级座驾有不可替代的优势： 气场与身份感： 为什么各国政要出行大多乘坐全尺寸SUV而不是MPV？因为SUV的车身姿态更具威严感和安全感，像一个“玄关”，能更好地保","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/552013974700096","isVote":1,"tweetType":1,"viewCount":8767,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274796523485","authorId":"3479274796523485","name":"Hilliton324","avatar":"https://static.laohu8.com/picture146","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274796523485","authorIdStr":"3479274796523485"},"content":"我也拿着 先看试驾咋样","text":"我也拿着 先看试驾咋样","html":"我也拿着 先看试驾咋样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547481900632016,"gmtCreate":1774686128838,"gmtModify":1774864573326,"author":{"id":"4087422624240810","authorId":"4087422624240810","name":"AliceSam","avatar":"https://static.tigerbbs.com/77ff717dd7a06de56315c65060829a03","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087422624240810","authorIdStr":"4087422624240810"},"themes":[],"title":"2026学习笔记之 64 - 买点黄金","htmlText":"趁着学生假期，带着孩子们回国游玩了整整10天，福州，厦门，泉州等几个周边的小城市，慢慢悠悠的逛街一样，不为打卡，只为了走走看啊，都快要玩得不想回来读书了。[鬼脸] 这个旅程里，最震撼他们的，是厦门的这个福建黄金楼，2楼跳舞的那几个漂亮小姐姐。我那个华文读的超级烂的儿子，居然冒出了一句 “书中自有黄金屋，书中自有颜如玉”，真不知道是该表扬他呢，还是该臭骂他乱用俗语呢。[捂脸]我们在里面转悠了半天，看得眼花缭乱的，黄金饰品好看，导购小哥哥小姐姐也超级好看，哄得我儿子女儿都吵着要买，确实有好些款式新加坡是找不到的。本来没有打算买的，无奈我自己也喜欢，于是就捏着信用卡闭着眼睛买了几样，人人有份，皆大欢喜。[捂脸]然后回来新加坡，就看到了联合早报的大新闻, 利安资金新加坡实体黄金挂牌基金 <a href=\"https://laohu8.com/S/GLS.SI\">$Lion SG Phy Gold S$(GLS.SI)$</a> 公开发售了，哈哈。这是新加坡20 年来首只新上市，且本地托管的实物黄金 ETF，也是目前唯一的金条100%存放在新加坡本地金库的黄金 ETF。这只挂牌基金追踪伦敦金银市场协会（LBMA）上午的黄金价格表现，并把至少90%的资产投资于在新加坡受保和储存的实体黄金。这批实体黄金是属于投资级别的金条，纯度高达99.5%。这些金条是独一无二的，并且不涉及任何黄金衍生品曝险。看新闻里写的，这些金条是储存于位于樟宜机场附近免税区的Le Freeport金库内，有着全天候闭路电视和保安人员的监控。万一这些金条在托管或运送过程中遗失，被盗或损坏，都可获得全额保险赔偿。听起来，是非常安全的。另外，这只ETF在挂牌时底层基金 AUM 已超过5亿新元，并非空壳上市，如果只从产品设计与合规性来看，这是一只结构上非常干净、透明度高的实体黄金 ETF。但是，这只ETF的首日交易价，居然","listText":"趁着学生假期，带着孩子们回国游玩了整整10天，福州，厦门，泉州等几个周边的小城市，慢慢悠悠的逛街一样，不为打卡，只为了走走看啊，都快要玩得不想回来读书了。[鬼脸] 这个旅程里，最震撼他们的，是厦门的这个福建黄金楼，2楼跳舞的那几个漂亮小姐姐。我那个华文读的超级烂的儿子，居然冒出了一句 “书中自有黄金屋，书中自有颜如玉”，真不知道是该表扬他呢，还是该臭骂他乱用俗语呢。[捂脸]我们在里面转悠了半天，看得眼花缭乱的，黄金饰品好看，导购小哥哥小姐姐也超级好看，哄得我儿子女儿都吵着要买，确实有好些款式新加坡是找不到的。本来没有打算买的，无奈我自己也喜欢，于是就捏着信用卡闭着眼睛买了几样，人人有份，皆大欢喜。[捂脸]然后回来新加坡，就看到了联合早报的大新闻, 利安资金新加坡实体黄金挂牌基金 <a href=\"https://laohu8.com/S/GLS.SI\">$Lion SG Phy Gold S$(GLS.SI)$</a> 公开发售了，哈哈。这是新加坡20 年来首只新上市，且本地托管的实物黄金 ETF，也是目前唯一的金条100%存放在新加坡本地金库的黄金 ETF。这只挂牌基金追踪伦敦金银市场协会（LBMA）上午的黄金价格表现，并把至少90%的资产投资于在新加坡受保和储存的实体黄金。这批实体黄金是属于投资级别的金条，纯度高达99.5%。这些金条是独一无二的，并且不涉及任何黄金衍生品曝险。看新闻里写的，这些金条是储存于位于樟宜机场附近免税区的Le Freeport金库内，有着全天候闭路电视和保安人员的监控。万一这些金条在托管或运送过程中遗失，被盗或损坏，都可获得全额保险赔偿。听起来，是非常安全的。另外，这只ETF在挂牌时底层基金 AUM 已超过5亿新元，并非空壳上市，如果只从产品设计与合规性来看，这是一只结构上非常干净、透明度高的实体黄金 ETF。但是，这只ETF的首日交易价，居然","text":"趁着学生假期，带着孩子们回国游玩了整整10天，福州，厦门，泉州等几个周边的小城市，慢慢悠悠的逛街一样，不为打卡，只为了走走看啊，都快要玩得不想回来读书了。[鬼脸] 这个旅程里，最震撼他们的，是厦门的这个福建黄金楼，2楼跳舞的那几个漂亮小姐姐。我那个华文读的超级烂的儿子，居然冒出了一句 “书中自有黄金屋，书中自有颜如玉”，真不知道是该表扬他呢，还是该臭骂他乱用俗语呢。[捂脸]我们在里面转悠了半天，看得眼花缭乱的，黄金饰品好看，导购小哥哥小姐姐也超级好看，哄得我儿子女儿都吵着要买，确实有好些款式新加坡是找不到的。本来没有打算买的，无奈我自己也喜欢，于是就捏着信用卡闭着眼睛买了几样，人人有份，皆大欢喜。[捂脸]然后回来新加坡，就看到了联合早报的大新闻, 利安资金新加坡实体黄金挂牌基金 $Lion SG Phy Gold S$(GLS.SI)$ 公开发售了，哈哈。这是新加坡20 年来首只新上市，且本地托管的实物黄金 ETF，也是目前唯一的金条100%存放在新加坡本地金库的黄金 ETF。这只挂牌基金追踪伦敦金银市场协会（LBMA）上午的黄金价格表现，并把至少90%的资产投资于在新加坡受保和储存的实体黄金。这批实体黄金是属于投资级别的金条，纯度高达99.5%。这些金条是独一无二的，并且不涉及任何黄金衍生品曝险。看新闻里写的，这些金条是储存于位于樟宜机场附近免税区的Le Freeport金库内，有着全天候闭路电视和保安人员的监控。万一这些金条在托管或运送过程中遗失，被盗或损坏，都可获得全额保险赔偿。听起来，是非常安全的。另外，这只ETF在挂牌时底层基金 AUM 已超过5亿新元，并非空壳上市，如果只从产品设计与合规性来看，这是一只结构上非常干净、透明度高的实体黄金 ETF。但是，这只ETF的首日交易价，居然","images":[{"img":"https://static.tigerbbs.com/1c50cc28a3243131f25643c880248623"},{"img":"https://static.tigerbbs.com/1e5c7c348a0bf381cc9cecbf902c1304"},{"img":"https://static.tigerbbs.com/d2cda0e72f147963f7d13970baead3c2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":20,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/547481900632016","isVote":1,"tweetType":1,"viewCount":24418,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000602","authorId":"9000000000000602","name":"EltonRichard","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000602","authorIdStr":"9000000000000602"},"content":"黄金ETF安全可靠，我也准备买点！","text":"黄金ETF安全可靠，我也准备买点！","html":"黄金ETF安全可靠，我也准备买点！"}],"imageCount":5,"langContent":"CN","totalScore":0},{"id":548940209422824,"gmtCreate":1775041481253,"gmtModify":1775043402521,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻","htmlText":"👋 Hi, Tigers~2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉：👉 好像“比去年活跃了”👉 但又没有明显牛市那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情”🧾 指数表现（YTD）<a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> Q1收盘报价，4885.45点，上涨5.15%（高于 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的2.35%），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。📊 市场活跃度（季度维度）综合 Singapore Exchange <a href=\"https://laohu8.com/S/S68.SI\">$新加坡交易所(S68.SI)$</a> Q1数据：股票日均成交额（SDAV）：2月表现强劲，同比增长45%至21亿新元（自2020年最高水平）证券市场总成交额同比增长30%至385亿新元ETF交易加速：2月份ETF月成交额同比增长172%至11亿新元衍生品日均成交量：+22% 至166万份合同总交易量达到2710万份合同，同比增长6%📌 核心变化：流动性确实回来了，而且不是短期现象👉 问大家一个问题： 你最近在SGX下单，滑点/成交体验有没有变好？🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解）1️⃣ 银行：绝对主线（最大赢家）代表公司：<a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> （YTD +2.31%)","listText":"👋 Hi, Tigers~2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉：👉 好像“比去年活跃了”👉 但又没有明显牛市那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情”🧾 指数表现（YTD）<a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> Q1收盘报价，4885.45点，上涨5.15%（高于 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的2.35%），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。📊 市场活跃度（季度维度）综合 Singapore Exchange <a href=\"https://laohu8.com/S/S68.SI\">$新加坡交易所(S68.SI)$</a> Q1数据：股票日均成交额（SDAV）：2月表现强劲，同比增长45%至21亿新元（自2020年最高水平）证券市场总成交额同比增长30%至385亿新元ETF交易加速：2月份ETF月成交额同比增长172%至11亿新元衍生品日均成交量：+22% 至166万份合同总交易量达到2710万份合同，同比增长6%📌 核心变化：流动性确实回来了，而且不是短期现象👉 问大家一个问题： 你最近在SGX下单，滑点/成交体验有没有变好？🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解）1️⃣ 银行：绝对主线（最大赢家）代表公司：<a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> （YTD +2.31%)","text":"👋 Hi, Tigers~2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉：👉 好像“比去年活跃了”👉 但又没有明显牛市那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情”🧾 指数表现（YTD）$富时新加坡海峡指数(STI.SI)$ Q1收盘报价，4885.45点，上涨5.15%（高于 $标普500(.SPX)$ 的2.35%），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。📊 市场活跃度（季度维度）综合 Singapore Exchange $新加坡交易所(S68.SI)$ Q1数据：股票日均成交额（SDAV）：2月表现强劲，同比增长45%至21亿新元（自2020年最高水平）证券市场总成交额同比增长30%至385亿新元ETF交易加速：2月份ETF月成交额同比增长172%至11亿新元衍生品日均成交量：+22% 至166万份合同总交易量达到2710万份合同，同比增长6%📌 核心变化：流动性确实回来了，而且不是短期现象👉 问大家一个问题： 你最近在SGX下单，滑点/成交体验有没有变好？🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解）1️⃣ 银行：绝对主线（最大赢家）代表公司：$星展集团控股(D05.SI)$ （YTD +2.31%)","images":[{"img":"https://static.tigerbbs.com/ada67c6259bcf5845abd1b049d416c26"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/548940209422824","isVote":1,"tweetType":1,"viewCount":18306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":551521812607136,"gmtCreate":1775685852819,"gmtModify":1775817938109,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"新加坡股市4月观察：资金流向、股息机会与2个潜在成长股","htmlText":"Hi 小虎们 👋 新加坡市场看起来一直“很稳”。但如果你仔细看最近的数据，其实已经有一些变化在发生。 我们一起来拆解一下： 📊 市场概览：稳中偏强 从整体来看，新加坡市场依然展现出较强的韧性： <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> 年初至今：+6.7% 已接近52周高点 相比全球市场的波动，新加坡依然是一个典型的： 低波动 + 防御型市场 同时，宏观环境也在边际改善： 3个月SORA下行 → 流动性有所改善 新加坡10年期国债收益率约2.2% → 利率环境稳定 💡 这意味着什么？ 利率趋稳 + 收益率可观 → 对高分红资产形成支撑（尤其是REITs和基建类资产） 💰 资金流向：机构开始回来了 本周一个非常重要的变化是——资金结构的转变： 🏦 机构资金 净流入：+3300万新元 （对比上周：净流出1.21亿新元） 🧑💻 散户资金 净流出：-2750万新元 （对比上周：净流入9590万新元） 💡 这个变化其实很关键： 机构开始重新进场 散户则在阶段性兑现收益 👉 通常这种分化意味着： 市场正在从“情绪驱动”，转向“机构主导” 🧠 上周我们提到过，当前新加坡市场的三条主线 👉点击阅读文章： <a href=\"https://www.laohu8.com/post/548940209422824\">SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻</a> 结合数据来看，目前有三条比较清晰的投资逻辑： 1️⃣ 高股息逻辑回归 REITs仍普遍提供 6%+收益率 在利率趋稳背景下，吸引力提升 2️⃣ 基建资产：防御 + 稳定现金流 现金流可预测 具备一定通胀传导能力 长期需求稳定 3️⃣ 结构性成长：数字化 &amp; EV转型 数字基础设施（AI / 数据需求） 商用车电动化（EV）","listText":"Hi 小虎们 👋 新加坡市场看起来一直“很稳”。但如果你仔细看最近的数据，其实已经有一些变化在发生。 我们一起来拆解一下： 📊 市场概览：稳中偏强 从整体来看，新加坡市场依然展现出较强的韧性： <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> 年初至今：+6.7% 已接近52周高点 相比全球市场的波动，新加坡依然是一个典型的： 低波动 + 防御型市场 同时，宏观环境也在边际改善： 3个月SORA下行 → 流动性有所改善 新加坡10年期国债收益率约2.2% → 利率环境稳定 💡 这意味着什么？ 利率趋稳 + 收益率可观 → 对高分红资产形成支撑（尤其是REITs和基建类资产） 💰 资金流向：机构开始回来了 本周一个非常重要的变化是——资金结构的转变： 🏦 机构资金 净流入：+3300万新元 （对比上周：净流出1.21亿新元） 🧑💻 散户资金 净流出：-2750万新元 （对比上周：净流入9590万新元） 💡 这个变化其实很关键： 机构开始重新进场 散户则在阶段性兑现收益 👉 通常这种分化意味着： 市场正在从“情绪驱动”，转向“机构主导” 🧠 上周我们提到过，当前新加坡市场的三条主线 👉点击阅读文章： <a href=\"https://www.laohu8.com/post/548940209422824\">SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻</a> 结合数据来看，目前有三条比较清晰的投资逻辑： 1️⃣ 高股息逻辑回归 REITs仍普遍提供 6%+收益率 在利率趋稳背景下，吸引力提升 2️⃣ 基建资产：防御 + 稳定现金流 现金流可预测 具备一定通胀传导能力 长期需求稳定 3️⃣ 结构性成长：数字化 &amp; EV转型 数字基础设施（AI / 数据需求） 商用车电动化（EV）","text":"Hi 小虎们 👋 新加坡市场看起来一直“很稳”。但如果你仔细看最近的数据，其实已经有一些变化在发生。 我们一起来拆解一下： 📊 市场概览：稳中偏强 从整体来看，新加坡市场依然展现出较强的韧性： $富时新加坡海峡指数(STI.SI)$ 年初至今：+6.7% 已接近52周高点 相比全球市场的波动，新加坡依然是一个典型的： 低波动 + 防御型市场 同时，宏观环境也在边际改善： 3个月SORA下行 → 流动性有所改善 新加坡10年期国债收益率约2.2% → 利率环境稳定 💡 这意味着什么？ 利率趋稳 + 收益率可观 → 对高分红资产形成支撑（尤其是REITs和基建类资产） 💰 资金流向：机构开始回来了 本周一个非常重要的变化是——资金结构的转变： 🏦 机构资金 净流入：+3300万新元 （对比上周：净流出1.21亿新元） 🧑💻 散户资金 净流出：-2750万新元 （对比上周：净流入9590万新元） 💡 这个变化其实很关键： 机构开始重新进场 散户则在阶段性兑现收益 👉 通常这种分化意味着： 市场正在从“情绪驱动”，转向“机构主导” 🧠 上周我们提到过，当前新加坡市场的三条主线 👉点击阅读文章： SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻 结合数据来看，目前有三条比较清晰的投资逻辑： 1️⃣ 高股息逻辑回归 REITs仍普遍提供 6%+收益率 在利率趋稳背景下，吸引力提升 2️⃣ 基建资产：防御 + 稳定现金流 现金流可预测 具备一定通胀传导能力 长期需求稳定 3️⃣ 结构性成长：数字化 & EV转型 数字基础设施（AI / 数据需求） 商用车电动化（EV）","images":[{"img":"https://static.tigerbbs.com/fe8f8e36015c70c32074c750df5374ee"},{"img":"https://static.tigerbbs.com/280304e89cc943a972c03365a782f90e"},{"img":"https://static.tigerbbs.com/ad6dd6e6cc90cdbb4626e321c222984e"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551521812607136","isVote":1,"tweetType":1,"viewCount":10271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},{"id":548940466037192,"gmtCreate":1775041443950,"gmtModify":1775041562138,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"SGX星股Q1跑赢美股：四大赢家+三条主线+重要事件+Q2前瞻","htmlText":"👋 Hi, Tigers~ 2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉： 👉 好像“比去年活跃了” 👉 但又没有明显牛市 那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？ 这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇 📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情” 🧾 指数表现（YTD） <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> Q1收盘报价，4885.45点，上涨5.15%（高于 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的2.35），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。 📊 市场活跃度（季度维度） 综合 Singapore Exchange <a href=\"https://laohu8.com/S/S68.SI\">$新加坡交易所(S68.SI)$</a> Q1数据： 股票日均成交额（SDAV）： 2月表现强劲，同比增长45%至21亿新元（自2020年最高水平） 证券市场总成交额 同比增长30%至385亿新元 ETF交易加速： 2月份ETF月成交额同比增长172%至11亿新元 衍生品日均成交量： +22% 至166万份合同 总交易量达到2710万份合同，同比增长6% 📌 核心变化： 流动性确实回来了，而且不是短期现象 👉 问大家一个问题： 你最近在SGX下单，滑点/成交体验有没有变好？ 🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解） 1️⃣ 银行：绝对主线（最大赢家） 代表公司： <a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a>","listText":"👋 Hi, Tigers~ 2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉： 👉 好像“比去年活跃了” 👉 但又没有明显牛市 那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？ 这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇 📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情” 🧾 指数表现（YTD） <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> Q1收盘报价，4885.45点，上涨5.15%（高于 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的2.35），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。 📊 市场活跃度（季度维度） 综合 Singapore Exchange <a href=\"https://laohu8.com/S/S68.SI\">$新加坡交易所(S68.SI)$</a> Q1数据： 股票日均成交额（SDAV）： 2月表现强劲，同比增长45%至21亿新元（自2020年最高水平） 证券市场总成交额 同比增长30%至385亿新元 ETF交易加速： 2月份ETF月成交额同比增长172%至11亿新元 衍生品日均成交量： +22% 至166万份合同 总交易量达到2710万份合同，同比增长6% 📌 核心变化： 流动性确实回来了，而且不是短期现象 👉 问大家一个问题： 你最近在SGX下单，滑点/成交体验有没有变好？ 🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解） 1️⃣ 银行：绝对主线（最大赢家） 代表公司： <a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a>","text":"👋 Hi, Tigers~ 2026年第一季度正式收官。如果你最近有在看新加坡市场，可能会有一种感觉： 👉 好像“比去年活跃了” 👉 但又没有明显牛市 那问题来了：Q1到底发生了什么？哪些板块在赚钱？Q2还能不能做？ 这篇我们用数据 + 结构 +交易逻辑一次讲清楚👇 📊 一、Q1星股跑赢美股：不是大牛市，但是“修复行情” 🧾 指数表现（YTD） $富时新加坡海峡指数(STI.SI)$ Q1收盘报价，4885.45点，上涨5.15%（高于 $标普500(.SPX)$ 的2.35），截止4月1日收盘，2026 YTD涨幅7.09%，也高于同期标普500的 -4.63%。凸显星股的防御及韧性。 📊 市场活跃度（季度维度） 综合 Singapore Exchange $新加坡交易所(S68.SI)$ Q1数据： 股票日均成交额（SDAV）： 2月表现强劲，同比增长45%至21亿新元（自2020年最高水平） 证券市场总成交额 同比增长30%至385亿新元 ETF交易加速： 2月份ETF月成交额同比增长172%至11亿新元 衍生品日均成交量： +22% 至166万份合同 总交易量达到2710万份合同，同比增长6% 📌 核心变化： 流动性确实回来了，而且不是短期现象 👉 问大家一个问题： 你最近在SGX下单，滑点/成交体验有没有变好？ 🥇 二、那么Q1“谁”在赚钱？（重点板块细拆解） 1️⃣ 银行：绝对主线（最大赢家） 代表公司： $星展集团控股(D05.SI)$","images":[{"img":"https://static.tigerbbs.com/ada67c6259bcf5845abd1b049d416c26"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/548940466037192","isVote":1,"tweetType":1,"viewCount":16307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":566449604528304,"gmtCreate":1779327754222,"gmtModify":1779328249922,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"Join OUE REIT at REITs Symposium 2026!","htmlText":"Curious about how OUE REIT is driving its next phase of growth? Join us this Saturday at the REITs Symposium 2026 to discover how we are future-proofing our portfolio and creating long-term value. Meet our management team and get first-hand insights into: Phase 3 Value Creation Journey: Our active capital stewardship for sustainable growth. Sydney Market Entry: How our latest international expansion strengthens portfolio resilience. Sustainability at OUE Bayfront: Unlocking value through green initiatives and asset enhancement. 📅 Date: 23 May 2026, Saturday 🕘 Time: 10.00am – 5.00pm 🏢 Venue: Suntec Convention Centre, Level 3, Summit 1 &amp; 2 👉 Booth: B8 See you there! <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","listText":"Curious about how OUE REIT is driving its next phase of growth? Join us this Saturday at the REITs Symposium 2026 to discover how we are future-proofing our portfolio and creating long-term value. Meet our management team and get first-hand insights into: Phase 3 Value Creation Journey: Our active capital stewardship for sustainable growth. Sydney Market Entry: How our latest international expansion strengthens portfolio resilience. Sustainability at OUE Bayfront: Unlocking value through green initiatives and asset enhancement. 📅 Date: 23 May 2026, Saturday 🕘 Time: 10.00am – 5.00pm 🏢 Venue: Suntec Convention Centre, Level 3, Summit 1 &amp; 2 👉 Booth: B8 See you there! <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","text":"Curious about how OUE REIT is driving its next phase of growth? Join us this Saturday at the REITs Symposium 2026 to discover how we are future-proofing our portfolio and creating long-term value. Meet our management team and get first-hand insights into: Phase 3 Value Creation Journey: Our active capital stewardship for sustainable growth. Sydney Market Entry: How our latest international expansion strengthens portfolio resilience. Sustainability at OUE Bayfront: Unlocking value through green initiatives and asset enhancement. 📅 Date: 23 May 2026, Saturday 🕘 Time: 10.00am – 5.00pm 🏢 Venue: Suntec Convention Centre, Level 3, Summit 1 & 2 👉 Booth: B8 See you there! $华联房地产投资信托(TS0U.SI)$","images":[{"img":"https://static.tigerbbs.com/7b06284a2166843e833a05dadc95ed0c","width":"1000","height":"1000"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/566449604528304","isVote":1,"tweetType":1,"viewCount":14918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000188","authorId":"9000000000000188","name":"ChristopherGonzalez","avatar":"https://static.tigerbbs.com/25de0f9117703019bacf8912f27a152a","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000188","authorIdStr":"9000000000000188"},"content":"周六这个 REITs Symposium 2026 会讲悉尼扩张这块吗","text":"周六这个 REITs Symposium 2026 会讲悉尼扩张这块吗","html":"周六这个 REITs Symposium 2026 会讲悉尼扩张这块吗"},{"author":{"id":"9000000000000358","authorId":"9000000000000358","name":"VivienWilcox","avatar":"https://static.tigerbbs.com/4ef297533aecf0ca9678e827319cd033","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000358","authorIdStr":"9000000000000358"},"content":"新加坡这类REIT我一直会看 周六这个会场能拿到最新租金指引吗","text":"新加坡这类REIT我一直会看 周六这个会场能拿到最新租金指引吗","html":"新加坡这类REIT我一直会看 周六这个会场能拿到最新租金指引吗"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":556343639308000,"gmtCreate":1776854612726,"gmtModify":1776862534321,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT Delivers Higher Revenue and NPI in 1Q 2026","htmlText":"\n \n \n  OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [强] 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydney’s core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [强] 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐦𝐞-𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐫𝐨𝐛𝐮𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve\n \n","listText":"OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [强] 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydney’s core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [强] 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐦𝐞-𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐫𝐨𝐛𝐮𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve","text":"OUE REIT is pleased to announce that revenue and NPI for 1Q 2026 increased by 6.7% and 8.4% YoY, mainly driven by strong YoY growth in the hospitality segment, which recorded a double-digit increase in the quarter, coupled with resilient operating performance from the commercial portfolio. [强] 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐫𝐞𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭 𝐞𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭 Successfully redeployed capital from the divestment of Lippo Plaza Shanghai to 180 George Street (also known as Salesforce Tower), a freehold, newly built asset in Sydney’s core precinct OUE Bayfront obtained planning approval to convert Level 17 into more than 22,600 sf of prime office space [强] 𝐇𝐢𝐠𝐡-𝐪𝐮𝐚𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐦𝐞-𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝 𝐫𝐨𝐛𝐮𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 Hospitality NPI grew 16.8% YoY in 1Q 2026, mainly driven by proactive reve","images":[{"img":"https://static.tigerbbs.com/b42ffa1d7a2e78699bcbd5701d2fb4c9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556343639308000","isVote":1,"tweetType":2,"object":{"id":"fe7c60e871f04d098ab5795ef101321f","tweetId":"556343639308000","videoUrl":"https://1254107296.vod2.myqcloud.com/8a1ed91dvodsgp1254107296/19a413ee5145403723672996196/MpRUX8excXAA.mp4","poster":"https://static.tigerbbs.com/b42ffa1d7a2e78699bcbd5701d2fb4c9"},"viewCount":16545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":548620672839872,"gmtCreate":1774963464874,"gmtModify":1774963573584,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"油价站上100美元之后：“押注通胀” vs “适配科技”，受益标的你选谁？","htmlText":"Hi, 小虎们 👋 最近市场几乎被中东局势刷屏，油价、天然气、航运风险轮番成为焦点。但如果只盯着这些“显性冲击”，可能会忽略一个更值得警惕的趋势——滞涨的影子，正在悄然累积。 先问大家一个问题👇 👉 你觉得当前市场，更接近“通胀回归”，还是“滞涨前夜”？ （本文综合整理自 <a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> 最新宏观周报，并结合市场情况进行解读） 一、增长未必下滑，但通胀更容易“黏住” 很多人看到油价上涨，第一反应是经济会被拖垮。但从当前数据来看，情况可能没有那么简单。 一方面，全球经济在本轮冲击前仍具备一定韧性。无论是贸易还是工业生产，都显示出延续性，这意味着短期需求未必会快速走弱。即使油价维持在100-110美元区间，对增长的影响更可能是“放缓”，而不是“逆转”。 但另一方面，通胀的压力却在悄然累积。 相比宏观数据，消费者更在意的是过去几年价格的整体上涨。疫情以来，全球价格水平已累计上涨30%-40%，这种“价格记忆”使得新一轮能源和食品上涨更容易放大焦虑，并压缩实际购买力。 👉 换句话说：增长还能撑住，但通胀更容易失控。 二、真正的冲击，不只是油价，而是供应链的传导 油价和粮食价格本身只是“表层”，真正的影响在于它们如何通过供应链传导。 一个更完整的链条是👇 👉 能源上涨 → 运输/制造成本上升 → 企业利润承压或提价 → 终端通胀上行 👉 农业成本上升 → 食品价格滞后上涨 → 居民消费被压制 但市场真正应该关注的，是不同环节的分化机会： 上游（直接受益）： <a href=\"https://laohu8.com/S/XOM\">$埃克森美孚(XOM)$</a> 、 <a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> （油价上行直接受益）","listText":"Hi, 小虎们 👋 最近市场几乎被中东局势刷屏，油价、天然气、航运风险轮番成为焦点。但如果只盯着这些“显性冲击”，可能会忽略一个更值得警惕的趋势——滞涨的影子，正在悄然累积。 先问大家一个问题👇 👉 你觉得当前市场，更接近“通胀回归”，还是“滞涨前夜”？ （本文综合整理自 <a href=\"https://laohu8.com/S/D05.SI\">$星展集团控股(D05.SI)$</a> 最新宏观周报，并结合市场情况进行解读） 一、增长未必下滑，但通胀更容易“黏住” 很多人看到油价上涨，第一反应是经济会被拖垮。但从当前数据来看，情况可能没有那么简单。 一方面，全球经济在本轮冲击前仍具备一定韧性。无论是贸易还是工业生产，都显示出延续性，这意味着短期需求未必会快速走弱。即使油价维持在100-110美元区间，对增长的影响更可能是“放缓”，而不是“逆转”。 但另一方面，通胀的压力却在悄然累积。 相比宏观数据，消费者更在意的是过去几年价格的整体上涨。疫情以来，全球价格水平已累计上涨30%-40%，这种“价格记忆”使得新一轮能源和食品上涨更容易放大焦虑，并压缩实际购买力。 👉 换句话说：增长还能撑住，但通胀更容易失控。 二、真正的冲击，不只是油价，而是供应链的传导 油价和粮食价格本身只是“表层”，真正的影响在于它们如何通过供应链传导。 一个更完整的链条是👇 👉 能源上涨 → 运输/制造成本上升 → 企业利润承压或提价 → 终端通胀上行 👉 农业成本上升 → 食品价格滞后上涨 → 居民消费被压制 但市场真正应该关注的，是不同环节的分化机会： 上游（直接受益）： <a href=\"https://laohu8.com/S/XOM\">$埃克森美孚(XOM)$</a> 、 <a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> （油价上行直接受益）","text":"Hi, 小虎们 👋 最近市场几乎被中东局势刷屏，油价、天然气、航运风险轮番成为焦点。但如果只盯着这些“显性冲击”，可能会忽略一个更值得警惕的趋势——滞涨的影子，正在悄然累积。 先问大家一个问题👇 👉 你觉得当前市场，更接近“通胀回归”，还是“滞涨前夜”？ （本文综合整理自 $星展集团控股(D05.SI)$ 最新宏观周报，并结合市场情况进行解读） 一、增长未必下滑，但通胀更容易“黏住” 很多人看到油价上涨，第一反应是经济会被拖垮。但从当前数据来看，情况可能没有那么简单。 一方面，全球经济在本轮冲击前仍具备一定韧性。无论是贸易还是工业生产，都显示出延续性，这意味着短期需求未必会快速走弱。即使油价维持在100-110美元区间，对增长的影响更可能是“放缓”，而不是“逆转”。 但另一方面，通胀的压力却在悄然累积。 相比宏观数据，消费者更在意的是过去几年价格的整体上涨。疫情以来，全球价格水平已累计上涨30%-40%，这种“价格记忆”使得新一轮能源和食品上涨更容易放大焦虑，并压缩实际购买力。 👉 换句话说：增长还能撑住，但通胀更容易失控。 二、真正的冲击，不只是油价，而是供应链的传导 油价和粮食价格本身只是“表层”，真正的影响在于它们如何通过供应链传导。 一个更完整的链条是👇 👉 能源上涨 → 运输/制造成本上升 → 企业利润承压或提价 → 终端通胀上行 👉 农业成本上升 → 食品价格滞后上涨 → 居民消费被压制 但市场真正应该关注的，是不同环节的分化机会： 上游（直接受益）： $埃克森美孚(XOM)$ 、 $雪佛龙(CVX)$ （油价上行直接受益）","images":[{"img":"https://static.tigerbbs.com/6320a14eee34a08200c3bddf1f7e4ade"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":16,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/548620672839872","isVote":1,"tweetType":1,"viewCount":20902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":546044230829112,"gmtCreate":1774334401120,"gmtModify":1774334512769,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"斌哥面对面｜广州蔚乐萤车友会春茗家宴：蔚来迈入新阶段，今年目标实现全年盈利","htmlText":"2026广州蔚乐萤车友会春茗家宴，以下内容根据现场录音转文字整理，疏漏之处敬请包涵 大家好 昨天刚在武汉，今天来到广州，现场还有不少从外地赶来的朋友，非常开心能和大家交流。广州的车友氛围一直特别好，大家也知道我是广州女婿，每次来都有种回家的感觉。 前年NIO Day我们庆祝了蔚来成立10周年，如今蔚来已经走过快11个年头。在大家的支持下，我们的发展迈入了全新阶段：去年四季度顺利完成经营目标，实现季度盈利。这一路走来并不容易，那时候大家经常问候蔚来什么时候倒闭，如今局面已经明显好转。我们用实际成绩证明了商业模式的可持续性，其实这也在我们原本的规划之中，算是如期达成了阶段性目标。最重要的离不开大家的支持，借此机会，向大家感谢。 一、季度盈利的三大核心原因 高毛利主销车型销量亮眼，改写大三排SUV能源格局 盈利首先得益于高毛利主力车型的热销，乐道L90、蔚来第三代ES8表现尤为突出。 乐道L90拿下年度大三排纯电SUV销冠，全年交付43000多台； 蔚来ES8以42000多台的成绩位居第二。 这两款大车彻底改变了中国大三排SUV的能源结构，如今纯电车型在该细分市场的占比已位居第一，今年2月销量更是达到增程车型的两倍，这在过去是难以想象的。此前很多人问我为何不做增程，现在我们用成绩印证了纯电技术与换电体验的核心优势。 用户服务体系规模效应显现，商业模式跑通 围绕用户搭建的服务体系，去年开始释放规模效益。全年来看，除换电业务外，售后服务、换电收入、充电收入等各项业务的盈利，已能覆盖换电业务的亏损，证明了“依托用户饱有量做服务”的商业模式完全可行，这也是类似苹果的盈利逻辑，如今已走通。 深化全员经营，精细化管控投入产出 去年我们全面推行“全员经营”，核心原则就是：用户不受益、企业也不受益的事坚决不做；用户与企业双向受益的事全力多做。对内精打细算，能省的成本绝不浪费，该花的钱也绝不吝啬。","listText":"2026广州蔚乐萤车友会春茗家宴，以下内容根据现场录音转文字整理，疏漏之处敬请包涵 大家好 昨天刚在武汉，今天来到广州，现场还有不少从外地赶来的朋友，非常开心能和大家交流。广州的车友氛围一直特别好，大家也知道我是广州女婿，每次来都有种回家的感觉。 前年NIO Day我们庆祝了蔚来成立10周年，如今蔚来已经走过快11个年头。在大家的支持下，我们的发展迈入了全新阶段：去年四季度顺利完成经营目标，实现季度盈利。这一路走来并不容易，那时候大家经常问候蔚来什么时候倒闭，如今局面已经明显好转。我们用实际成绩证明了商业模式的可持续性，其实这也在我们原本的规划之中，算是如期达成了阶段性目标。最重要的离不开大家的支持，借此机会，向大家感谢。 一、季度盈利的三大核心原因 高毛利主销车型销量亮眼，改写大三排SUV能源格局 盈利首先得益于高毛利主力车型的热销，乐道L90、蔚来第三代ES8表现尤为突出。 乐道L90拿下年度大三排纯电SUV销冠，全年交付43000多台； 蔚来ES8以42000多台的成绩位居第二。 这两款大车彻底改变了中国大三排SUV的能源结构，如今纯电车型在该细分市场的占比已位居第一，今年2月销量更是达到增程车型的两倍，这在过去是难以想象的。此前很多人问我为何不做增程，现在我们用成绩印证了纯电技术与换电体验的核心优势。 用户服务体系规模效应显现，商业模式跑通 围绕用户搭建的服务体系，去年开始释放规模效益。全年来看，除换电业务外，售后服务、换电收入、充电收入等各项业务的盈利，已能覆盖换电业务的亏损，证明了“依托用户饱有量做服务”的商业模式完全可行，这也是类似苹果的盈利逻辑，如今已走通。 深化全员经营，精细化管控投入产出 去年我们全面推行“全员经营”，核心原则就是：用户不受益、企业也不受益的事坚决不做；用户与企业双向受益的事全力多做。对内精打细算，能省的成本绝不浪费，该花的钱也绝不吝啬。","text":"2026广州蔚乐萤车友会春茗家宴，以下内容根据现场录音转文字整理，疏漏之处敬请包涵 大家好 昨天刚在武汉，今天来到广州，现场还有不少从外地赶来的朋友，非常开心能和大家交流。广州的车友氛围一直特别好，大家也知道我是广州女婿，每次来都有种回家的感觉。 前年NIO Day我们庆祝了蔚来成立10周年，如今蔚来已经走过快11个年头。在大家的支持下，我们的发展迈入了全新阶段：去年四季度顺利完成经营目标，实现季度盈利。这一路走来并不容易，那时候大家经常问候蔚来什么时候倒闭，如今局面已经明显好转。我们用实际成绩证明了商业模式的可持续性，其实这也在我们原本的规划之中，算是如期达成了阶段性目标。最重要的离不开大家的支持，借此机会，向大家感谢。 一、季度盈利的三大核心原因 高毛利主销车型销量亮眼，改写大三排SUV能源格局 盈利首先得益于高毛利主力车型的热销，乐道L90、蔚来第三代ES8表现尤为突出。 乐道L90拿下年度大三排纯电SUV销冠，全年交付43000多台； 蔚来ES8以42000多台的成绩位居第二。 这两款大车彻底改变了中国大三排SUV的能源结构，如今纯电车型在该细分市场的占比已位居第一，今年2月销量更是达到增程车型的两倍，这在过去是难以想象的。此前很多人问我为何不做增程，现在我们用成绩印证了纯电技术与换电体验的核心优势。 用户服务体系规模效应显现，商业模式跑通 围绕用户搭建的服务体系，去年开始释放规模效益。全年来看，除换电业务外，售后服务、换电收入、充电收入等各项业务的盈利，已能覆盖换电业务的亏损，证明了“依托用户饱有量做服务”的商业模式完全可行，这也是类似苹果的盈利逻辑，如今已走通。 深化全员经营，精细化管控投入产出 去年我们全面推行“全员经营”，核心原则就是：用户不受益、企业也不受益的事坚决不做；用户与企业双向受益的事全力多做。对内精打细算，能省的成本绝不浪费，该花的钱也绝不吝啬。","images":[{"img":"https://static.tigerbbs.com/d2b75b9c9f8d53eeef42b0162505593c","width":"1080","height":"607"},{"img":"https://static.tigerbbs.com/b6e22b0c22181f338ae9b4d6afaf2703","width":"1080","height":"606"},{"img":"https://static.tigerbbs.com/4ff054991eeeed35059841f328e60995","width":"1080","height":"606"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546044230829112","isVote":1,"tweetType":1,"viewCount":17253,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000374","authorId":"9000000000000374","name":"TristaDickey","avatar":"https://static.tigerbbs.com/ccba3331b649fb2d1649ae7ff879f51d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000374","authorIdStr":"9000000000000374"},"content":"蔚来盈利稳了，今年必爆发！","text":"蔚来盈利稳了，今年必爆发！","html":"蔚来盈利稳了，今年必爆发！"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":541819221209344,"gmtCreate":1773302956815,"gmtModify":1773303336737,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"蔚来盈利后的2026年，牌怎么打？竞争烈度提升、换电再来1000站、李斌详解蔚来的未来","htmlText":"当一家长期被误解、被低估的创新企业，终于用一份无可辩驳的盈利财报站稳脚跟时，市场的喧嚣与质疑似乎都应暂告一段落。但这对于蔚来，仅仅是一个开始。 今天（3月11日）蔚来邀请了媒体在其上海办公室进行了深度沟通，蔚来创始人、董事长、CEO李斌，用一系列坦诚而犀利的观点，不仅回应了市场的关切，更深刻地揭示了蔚来在激烈竞争中持续向前的底层逻辑与强大自信。这篇文章，将带你穿透财报数字的表象，深入理解蔚来为何能盈利，换电模式的真正护城河，以及这家公司光明的未来将如何展开。 一、\"盈利，印证了我们的商业模式能够闭环\" 对于任何一家商业公司而言，盈利都是其商业模式得以验证的最终标准。蔚来在2025年第四季度实现单季度盈利，经营利润达12.5亿元，这并非一次偶然的财务优化，而是其长期战略布局的必然结果。李斌将此定义为蔚来进入\"高质量增长为核心的第三发展阶段\"的标志。 \"去年四季度的盈利应该是充分印证了我们未来的技术路线、产品的规划、还有我们商业模式，它是具备核心竞争力的，它是能够闭环的。\" 这句论断的背后，是蔚来体系化能力的全面胜利。首先，产品组合的成功是盈利的直接驱动力。ES8等高价值车型的热销，配合18.1%的整车毛利率，直接贡献了可观的利润。更值得关注的是，蔚来独特的\"用户企业\"模式开始展现其强大的商业价值。2025年，蔚来非汽车业务收入历史性地突破100亿元，占总营收比例达到12%。这意味着，基于庞大用户保有量所衍生的服务、社区、能源等业务，已经形成了一个强大的、可持续的利润增长点。李斌透露，这部分业务的利润已经能够覆盖换电业务的亏损并产生盈余，这标志着蔚来的商业模式已经形成了健康的内循环。 （昨天公布的2025年第四季度财报，蔚来盈利了） 其次，经营效率的显著提升是盈利的坚实保障。李斌坦言，蔚来在过去一年\"长了本事\"，学会了如何\"算账\"。通过推行\"基于用户价值创造的全员经营\"变革，公","listText":"当一家长期被误解、被低估的创新企业，终于用一份无可辩驳的盈利财报站稳脚跟时，市场的喧嚣与质疑似乎都应暂告一段落。但这对于蔚来，仅仅是一个开始。 今天（3月11日）蔚来邀请了媒体在其上海办公室进行了深度沟通，蔚来创始人、董事长、CEO李斌，用一系列坦诚而犀利的观点，不仅回应了市场的关切，更深刻地揭示了蔚来在激烈竞争中持续向前的底层逻辑与强大自信。这篇文章，将带你穿透财报数字的表象，深入理解蔚来为何能盈利，换电模式的真正护城河，以及这家公司光明的未来将如何展开。 一、\"盈利，印证了我们的商业模式能够闭环\" 对于任何一家商业公司而言，盈利都是其商业模式得以验证的最终标准。蔚来在2025年第四季度实现单季度盈利，经营利润达12.5亿元，这并非一次偶然的财务优化，而是其长期战略布局的必然结果。李斌将此定义为蔚来进入\"高质量增长为核心的第三发展阶段\"的标志。 \"去年四季度的盈利应该是充分印证了我们未来的技术路线、产品的规划、还有我们商业模式，它是具备核心竞争力的，它是能够闭环的。\" 这句论断的背后，是蔚来体系化能力的全面胜利。首先，产品组合的成功是盈利的直接驱动力。ES8等高价值车型的热销，配合18.1%的整车毛利率，直接贡献了可观的利润。更值得关注的是，蔚来独特的\"用户企业\"模式开始展现其强大的商业价值。2025年，蔚来非汽车业务收入历史性地突破100亿元，占总营收比例达到12%。这意味着，基于庞大用户保有量所衍生的服务、社区、能源等业务，已经形成了一个强大的、可持续的利润增长点。李斌透露，这部分业务的利润已经能够覆盖换电业务的亏损并产生盈余，这标志着蔚来的商业模式已经形成了健康的内循环。 （昨天公布的2025年第四季度财报，蔚来盈利了） 其次，经营效率的显著提升是盈利的坚实保障。李斌坦言，蔚来在过去一年\"长了本事\"，学会了如何\"算账\"。通过推行\"基于用户价值创造的全员经营\"变革，公","text":"当一家长期被误解、被低估的创新企业，终于用一份无可辩驳的盈利财报站稳脚跟时，市场的喧嚣与质疑似乎都应暂告一段落。但这对于蔚来，仅仅是一个开始。 今天（3月11日）蔚来邀请了媒体在其上海办公室进行了深度沟通，蔚来创始人、董事长、CEO李斌，用一系列坦诚而犀利的观点，不仅回应了市场的关切，更深刻地揭示了蔚来在激烈竞争中持续向前的底层逻辑与强大自信。这篇文章，将带你穿透财报数字的表象，深入理解蔚来为何能盈利，换电模式的真正护城河，以及这家公司光明的未来将如何展开。 一、\"盈利，印证了我们的商业模式能够闭环\" 对于任何一家商业公司而言，盈利都是其商业模式得以验证的最终标准。蔚来在2025年第四季度实现单季度盈利，经营利润达12.5亿元，这并非一次偶然的财务优化，而是其长期战略布局的必然结果。李斌将此定义为蔚来进入\"高质量增长为核心的第三发展阶段\"的标志。 \"去年四季度的盈利应该是充分印证了我们未来的技术路线、产品的规划、还有我们商业模式，它是具备核心竞争力的，它是能够闭环的。\" 这句论断的背后，是蔚来体系化能力的全面胜利。首先，产品组合的成功是盈利的直接驱动力。ES8等高价值车型的热销，配合18.1%的整车毛利率，直接贡献了可观的利润。更值得关注的是，蔚来独特的\"用户企业\"模式开始展现其强大的商业价值。2025年，蔚来非汽车业务收入历史性地突破100亿元，占总营收比例达到12%。这意味着，基于庞大用户保有量所衍生的服务、社区、能源等业务，已经形成了一个强大的、可持续的利润增长点。李斌透露，这部分业务的利润已经能够覆盖换电业务的亏损并产生盈余，这标志着蔚来的商业模式已经形成了健康的内循环。 （昨天公布的2025年第四季度财报，蔚来盈利了） 其次，经营效率的显著提升是盈利的坚实保障。李斌坦言，蔚来在过去一年\"长了本事\"，学会了如何\"算账\"。通过推行\"基于用户价值创造的全员经营\"变革，公","images":[{"img":"https://static.tigerbbs.com/67fe74c743df3f54bc246ed37d65e4cc","width":"1072","height":"2032"},{"img":"https://static.tigerbbs.com/caaed540d2a8675189d429528cdac31a","width":"880","height":"1894"},{"img":"https://static.tigerbbs.com/722c6881ebf8636f8fc5ee122182df8e","width":"935","height":"524"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/541819221209344","isVote":1,"tweetType":1,"viewCount":13207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274720504115","authorId":"3479274720504115","name":"WINTERIN","avatar":"https://static.laohu8.com/picture52","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274720504115","authorIdStr":"3479274720504115"},"content":"蔚来盈利了，2026年冲起来！","text":"蔚来盈利了，2026年冲起来！","html":"蔚来盈利了，2026年冲起来！"},{"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"content":"关注这类新闻了 [得意] [得意]","text":"关注这类新闻了 [得意] [得意]","html":"关注这类新闻了 [得意] [得意]"}],"imageCount":10,"langContent":"CN","totalScore":0},{"id":541456468251704,"gmtCreate":1773214341897,"gmtModify":1773214621833,"author":{"id":"4200749914922392","authorId":"4200749914922392","name":"137dc000","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200749914922392","authorIdStr":"4200749914922392"},"themes":[],"title":"全年亏损150亿的蔚来，财报后为何还能涨超15%？","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>如果只看全年利润表，蔚来这份财报并不轻松。2025年，公司全年净亏损为149.4亿元，归属于普通股股东的净亏损为155.7亿元。但如果我们只看四季度的数据的话，四季度经营利润转正至8.07亿元，首次实现季度盈利。财报发布后的首个美股交易日，NIO股价涨超15%。这说明市场蔚来的经营在四季度迎来质变，并开始进行计价。对于成熟公司，市场更看重绝对利润；但对仍处在规模扩张和经营模型验证阶段的公司，市场往往更看重边际变化。蔚来这次之所以能在“全年仍亏150亿”的背景下被资金追捧，本质上不是因为亏损 忽然不重要了，而是因为四季度同时出现了三个市场一直在等的信号：盈利拐点首次出现，毛利与费用结构同步改善，以及下一季度仍给出很强的增长指引。换句话说，这次股价反应，交易的是蔚来进入业务新阶段。业绩改善：盈利拐点首次出现先看最直观的变化。蔚来终于在季度维度上跨过了盈利线。2025年第四季度，公司交付12.48万辆车，同比增长71.7%，较三季度再增43.3%；季度总营收346.5亿元，同比增长75.9%，环比增长59.0%。更关键的是，在收入和交付同步放大的同时，蔚来四季度经营利润转正至8.07亿元，调整后经营利润达到12.51亿元，净利润也转正至2.83亿元。这不是某一个科目单独变好，而是交付、收入、毛利和利润口径一起向上。这背后还有一个很重要、但容易被忽视的细节：四季度的改善并不是靠单一品牌硬拉出来的。按公司披露，12.48万辆交付里，NIO主品牌交付6.74万辆，ONVO交","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>如果只看全年利润表，蔚来这份财报并不轻松。2025年，公司全年净亏损为149.4亿元，归属于普通股股东的净亏损为155.7亿元。但如果我们只看四季度的数据的话，四季度经营利润转正至8.07亿元，首次实现季度盈利。财报发布后的首个美股交易日，NIO股价涨超15%。这说明市场蔚来的经营在四季度迎来质变，并开始进行计价。对于成熟公司，市场更看重绝对利润；但对仍处在规模扩张和经营模型验证阶段的公司，市场往往更看重边际变化。蔚来这次之所以能在“全年仍亏150亿”的背景下被资金追捧，本质上不是因为亏损 忽然不重要了，而是因为四季度同时出现了三个市场一直在等的信号：盈利拐点首次出现，毛利与费用结构同步改善，以及下一季度仍给出很强的增长指引。换句话说，这次股价反应，交易的是蔚来进入业务新阶段。业绩改善：盈利拐点首次出现先看最直观的变化。蔚来终于在季度维度上跨过了盈利线。2025年第四季度，公司交付12.48万辆车，同比增长71.7%，较三季度再增43.3%；季度总营收346.5亿元，同比增长75.9%，环比增长59.0%。更关键的是，在收入和交付同步放大的同时，蔚来四季度经营利润转正至8.07亿元，调整后经营利润达到12.51亿元，净利润也转正至2.83亿元。这不是某一个科目单独变好，而是交付、收入、毛利和利润口径一起向上。这背后还有一个很重要、但容易被忽视的细节：四季度的改善并不是靠单一品牌硬拉出来的。按公司披露，12.48万辆交付里，NIO主品牌交付6.74万辆，ONVO交","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$如果只看全年利润表，蔚来这份财报并不轻松。2025年，公司全年净亏损为149.4亿元，归属于普通股股东的净亏损为155.7亿元。但如果我们只看四季度的数据的话，四季度经营利润转正至8.07亿元，首次实现季度盈利。财报发布后的首个美股交易日，NIO股价涨超15%。这说明市场蔚来的经营在四季度迎来质变，并开始进行计价。对于成熟公司，市场更看重绝对利润；但对仍处在规模扩张和经营模型验证阶段的公司，市场往往更看重边际变化。蔚来这次之所以能在“全年仍亏150亿”的背景下被资金追捧，本质上不是因为亏损 忽然不重要了，而是因为四季度同时出现了三个市场一直在等的信号：盈利拐点首次出现，毛利与费用结构同步改善，以及下一季度仍给出很强的增长指引。换句话说，这次股价反应，交易的是蔚来进入业务新阶段。业绩改善：盈利拐点首次出现先看最直观的变化。蔚来终于在季度维度上跨过了盈利线。2025年第四季度，公司交付12.48万辆车，同比增长71.7%，较三季度再增43.3%；季度总营收346.5亿元，同比增长75.9%，环比增长59.0%。更关键的是，在收入和交付同步放大的同时，蔚来四季度经营利润转正至8.07亿元，调整后经营利润达到12.51亿元，净利润也转正至2.83亿元。这不是某一个科目单独变好，而是交付、收入、毛利和利润口径一起向上。这背后还有一个很重要、但容易被忽视的细节：四季度的改善并不是靠单一品牌硬拉出来的。按公司披露，12.48万辆交付里，NIO主品牌交付6.74万辆，ONVO交","images":[{"img":"https://static.tigerbbs.com/cd2a0c3ed73ff9ab1c0cb8d3e0680812"},{"img":"https://static.tigerbbs.com/c3d8a14c5f236f9bbe9ad2bd82078f66"},{"img":"https://static.tigerbbs.com/ba7b5697f1c3d7303141f9b18f839f77"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":4,"repostSize":7,"link":"https://laohu8.com/post/541456468251704","isVote":1,"tweetType":1,"viewCount":20148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/6e6e891e0a63d4e7abc00fbdcb296003","crmLevel":8,"crmLevelSwitch":1,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"content":"因为是中概股哈哈","text":"因为是中概股哈哈","html":"因为是中概股哈哈"}],"imageCount":5,"langContent":"CN","totalScore":0}]}