年内70%+！快手财报利好，继续看涨？ - 老虎社区

爱吃苹果的小李

2025-08-21

在港股，只要愿意派息，股价都会大涨。要是能派特别息，股价涨得更快，股息越多涨得越快。所以别小看这四五毫利息，能不能过100就靠它了。 $快手-W(01024)$

2025-08-25

继续看涨，ai重塑估值，叠加业绩向上本年度有机会实现翻倍，卖铲子的固然挣钱，但是活到最后的淘金者也会盆满钵满。

2025-08-21

$快手-W(01024)$有了足够的浮盈以后，快手的持股体验还是可以的。财报后大跌就加仓，115的ipo价格不到只加不减仓

2025-08-21

我看大家都那么狂热，提醒一下，隔壁B站财报比快手还好，但ADR已经暴跌5%了。[笑哭][笑哭] $快手-W(01024)$

2025-08-21

$快手-W(01024)$快手的财报预计不会超预期，但不影响股价。即使超预期，也未必有太大影响

2025-08-21

$快手-W(01024)$ 这个估值，可以看多。调整下，70%的涨幅，不算多。

2025-08-21

出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情

夜色很迷人

2025-08-27

还是不错的，人群基数很大，收益很高的

2025-08-26

最近想了下，这个和抖音一样，潜力很大

2025-08-25

短期看涨，波动很大，有货才行

四明逍遥阁

2025-08-25

快手这波是完美错过了

{"data":{"themeId":"a21d2195c9ac4a6d86658c5d32301074","name":"年内70%+！快手财报利好，继续看涨？","description":"快手Q2营收350.46亿元，同比增长13.1%，市场预期344.5亿元；期内利润49.22亿元，同比增长23.7%；经调整净利润56.18亿元，同比增长20.1%，市场预期50.6亿元。【快手财报利好，年内股价大涨70%+的快手，大家看好后续涨势吗？现在你有何操作策略？】","image":"https://static.tigerbbs.com/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1731292360563,"userCounts":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":a21d2195c9ac4a6d86658c5d32301074}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1756396800000,"rewardEnd":true,"symbols":[],"tweetCounts":156,"categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"年内70%+！快手财报利好，继续看涨？","tweetAmount":156,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":472419345526896,"gmtCreate":1756303414684,"gmtModify":1756303415912,"author":{"id":"4206999418532762","authorId":"4206999418532762","name":"夜色很迷人","avatar":"https://static.tigerbbs.com/c330b9588d84491be75538450b31d7fd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206999418532762","authorIdStr":"4206999418532762"},"themes":[],"title":"","htmlText":"还是不错的，人群基数很大，收益很高的","listText":"还是不错的，人群基数很大，收益很高的","text":"还是不错的，人群基数很大，收益很高的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472419345526896","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471713715474648,"gmtCreate":1756195702958,"gmtModify":1756195705098,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"title":"","htmlText":"最近想了下， 这个和抖音一样，潜力很大","listText":"最近想了下， 这个和抖音一样，潜力很大","text":"最近想了下， 这个和抖音一样，潜力很大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471713715474648","isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471267979764272,"gmtCreate":1756087245161,"gmtModify":1756087247204,"author":{"id":"4206078066399952","authorId":"4206078066399952","name":"西木明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4206078066399952","authorIdStr":"4206078066399952"},"themes":[],"title":"","htmlText":"短期看涨，波动很大，有货才行","listText":"短期看涨，波动很大，有货才行","text":"短期看涨，波动很大，有货才行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471267979764272","isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471237587169496,"gmtCreate":1756079460697,"gmtModify":1756079462605,"author":{"id":"4197508223625562","authorId":"4197508223625562","name":"四明逍遥阁","avatar":"https://static.tigerbbs.com/81ef7a6257454c52f693082654bda48e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197508223625562","authorIdStr":"4197508223625562"},"themes":[],"title":"","htmlText":"快手这波是完美错过了","listText":"快手这波是完美错过了","text":"快手这波是完美错过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471237587169496","isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471125864923712,"gmtCreate":1756052437794,"gmtModify":1756086373484,"author":{"id":"4180617100278802","authorId":"4180617100278802","name":"鎏源Shelby","avatar":"https://static.tigerbbs.com/2c843445c21534198271c4d5b52cfa61","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4180617100278802","authorIdStr":"4180617100278802"},"themes":[],"title":"","htmlText":"继续看涨，ai重塑估值，叠加业绩向上本年度有机会实现翻倍，卖铲子的固然挣钱，但是活到最后的淘金者也会盆满钵满。","listText":"继续看涨，ai重塑估值，叠加业绩向上本年度有机会实现翻倍，卖铲子的固然挣钱，但是活到最后的淘金者也会盆满钵满。","text":"继续看涨，ai重塑估值，叠加业绩向上本年度有机会实现翻倍，卖铲子的固然挣钱，但是活到最后的淘金者也会盆满钵满。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471125864923712","isVote":1,"tweetType":1,"viewCount":2609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470061241905344,"gmtCreate":1755783479204,"gmtModify":1755785033985,"author":{"id":"9000000000000230","authorId":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000230","authorIdStr":"9000000000000230"},"themes":[],"title":"","htmlText":"我看大家都那么狂热，提醒一下，隔壁B站财报比快手还好，但ADR已经暴跌5%了。[笑哭][笑哭] <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","listText":"我看大家都那么狂热，提醒一下，隔壁B站财报比快手还好，但ADR已经暴跌5%了。[笑哭][笑哭] <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","text":"我看大家都那么狂热，提醒一下，隔壁B站财报比快手还好，但ADR已经暴跌5%了。[笑哭][笑哭] $快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470061241905344","isVote":1,"tweetType":1,"viewCount":2842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470061668081688,"gmtCreate":1755783395891,"gmtModify":1755783397565,"author":{"id":"9000000000000229","authorId":"9000000000000229","name":"爱吃苹果的小李","avatar":"https://static.tigerbbs.com/0eb1ca619238a10298cbe1a12b942794","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000229","authorIdStr":"9000000000000229"},"themes":[],"title":"","htmlText":"在港股，只要愿意派息，股价都会大涨。要是能派特别息，股价涨得更快，股息越多涨得越快。所以别小看这四五毫利息，能不能过100就靠它了。 <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","listText":"在港股，只要愿意派息，股价都会大涨。要是能派特别息，股价涨得更快，股息越多涨得越快。所以别小看这四五毫利息，能不能过100就靠它了。 <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","text":"在港股，只要愿意派息，股价都会大涨。要是能派特别息，股价涨得更快，股息越多涨得越快。所以别小看这四五毫利息，能不能过100就靠它了。 $快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470061668081688","isVote":1,"tweetType":1,"viewCount":2935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469948856262952,"gmtCreate":1755765219109,"gmtModify":1755765733755,"author":{"id":"3568920610904453","authorId":"3568920610904453","name":"大牛09","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568920610904453","authorIdStr":"3568920610904453"},"themes":[],"title":"","htmlText":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","listText":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","text":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469948856262952","isVote":1,"tweetType":1,"viewCount":2905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469974465831112,"gmtCreate":1755762228967,"gmtModify":1755762230696,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手的财报预计不会超预期，但不影响股价。即使超预期，也未必有太大影响","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手的财报预计不会超预期，但不影响股价。即使超预期，也未必有太大影响","text":"$快手-W(01024)$快手的财报预计不会超预期，但不影响股价。即使超预期，也未必有太大影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/469974465831112","isVote":1,"tweetType":1,"viewCount":5176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568920610904453","authorId":"3568920610904453","name":"大牛09","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3568920610904453","authorIdStr":"3568920610904453"},"content":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","text":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","html":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469974847135768,"gmtCreate":1755762199371,"gmtModify":1755762201128,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010513","authorIdStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>有了足够的浮盈以后，快手的持股体验还是可以的。财报后大跌就加仓，115的ipo价格不到只加不减仓","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>有了足够的浮盈以后，快手的持股体验还是可以的。财报后大跌就加仓，115的ipo价格不到只加不减仓","text":"$快手-W(01024)$有了足够的浮盈以后，快手的持股体验还是可以的。财报后大跌就加仓，115的ipo价格不到只加不减仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469974847135768","isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469920606052608,"gmtCreate":1755758249518,"gmtModify":1755758251171,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个估值，可以看多。 调整下，70%的涨幅，不算多。","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个估值，可以看多。 调整下，70%的涨幅，不算多。","text":"$快手-W(01024)$ 这个估值，可以看多。 调整下，70%的涨幅，不算多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469920606052608","isVote":1,"tweetType":1,"viewCount":2056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467477231329648,"gmtCreate":1755147142922,"gmtModify":1755147145068,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"title":"","htmlText":"看好快手， 再等等，或者期权上车。","listText":"看好快手， 再等等，或者期权上车。","text":"看好快手， 再等等，或者期权上车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467477231329648","isVote":1,"tweetType":1,"viewCount":2110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467203694334064,"gmtCreate":1755098741678,"gmtModify":1755098743661,"author":{"id":"10000000000010486","authorId":"10000000000010486","name":"理想之城","avatar":"https://static.tigerbbs.com/afa8fd7934742274cc59594904a5c223","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010486","authorIdStr":"10000000000010486"},"themes":[],"title":"","htmlText":"自身有7亿用户，自营电商，直接对接厂家、生产商、农家发货，省去中间商差价，也不参与快递运输，这生意肯定能做。昨天一跌，大家别慌，别成惊弓之鸟。 <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","listText":"自身有7亿用户，自营电商，直接对接厂家、生产商、农家发货，省去中间商差价，也不参与快递运输，这生意肯定能做。昨天一跌，大家别慌，别成惊弓之鸟。 <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","text":"自身有7亿用户，自营电商，直接对接厂家、生产商、农家发货，省去中间商差价，也不参与快递运输，这生意肯定能做。昨天一跌，大家别慌，别成惊弓之鸟。 $快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467203694334064","isVote":1,"tweetType":1,"viewCount":3128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467202332926152,"gmtCreate":1755098623791,"gmtModify":1755100082064,"author":{"id":"10000000000010491","authorId":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010491","authorIdStr":"10000000000010491"},"themes":[],"title":"","htmlText":"昨天那些小作文、假消息闹得人心惶惶，明天能不能收复失地？再努努力，干到10%以上？ <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","listText":"昨天那些小作文、假消息闹得人心惶惶，明天能不能收复失地？再努努力，干到10%以上？ <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","text":"昨天那些小作文、假消息闹得人心惶惶，明天能不能收复失地？再努努力，干到10%以上？ $快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467202332926152","isVote":1,"tweetType":1,"viewCount":3003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467126145413320,"gmtCreate":1755080023324,"gmtModify":1755081231199,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20722186463466","authorIdStr":"20722186463466"},"themes":[],"title":"【虎友投资说】中概财报季来袭 — 腾讯 / 网易 / 京东 本周接力出场，你准备好了吗？📈🔥","htmlText":"近期，美股港股科技和互联网股轮番走强，热度未减[看涨]。本周多家中概巨头 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a href=\"https://laohu8.com/S/WB\">$微博(WB)$</a>将发布二季度/中期业绩，市场预期已经很高——是选择继续抱紧不放，还是见好就收？来一起看财报、吹数据、比观点！[美金]以下是各位虎友的观点，你是否认同[你懂的]<a href=\"https://laohu8.com/U/4116305654989300\">@证悟君</a>港股这里 <a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 七鲜小厨值得关注下。我之前一直觉得小市场份额的新玩家要逆袭，靠一样的打法肯定不行。相当于以己之短攻敌之长。毕竟 <a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 的规模优势在那边。但现在京东七鲜小厨号称3年1万家店，准备投入百亿，招募厨师，最终实现和人工智能，机器炒菜等等。这玩意要是让东哥搞成了，那就是现炒现做颠覆了预制菜。最大的问题可能是重资产，而重资产恰恰是京东对的长项，东哥一直干的物流仓储，自营都是重资产。<a href=\"https://laohu8.com/U/3463057643110414\">@躺平躺到地狱了</a>","listText":"近期，美股港股科技和互联网股轮番走强，热度未减[看涨]。本周多家中概巨头 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a href=\"https://laohu8.com/S/WB\">$微博(WB)$</a>将发布二季度/中期业绩，市场预期已经很高——是选择继续抱紧不放，还是见好就收？来一起看财报、吹数据、比观点！[美金]以下是各位虎友的观点，你是否认同[你懂的]<a href=\"https://laohu8.com/U/4116305654989300\">@证悟君</a>港股这里 <a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 七鲜小厨值得关注下。我之前一直觉得小市场份额的新玩家要逆袭，靠一样的打法肯定不行。相当于以己之短攻敌之长。毕竟 <a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 的规模优势在那边。但现在京东七鲜小厨号称3年1万家店，准备投入百亿，招募厨师，最终实现和人工智能，机器炒菜等等。这玩意要是让东哥搞成了，那就是现炒现做颠覆了预制菜。最大的问题可能是重资产，而重资产恰恰是京东对的长项，东哥一直干的物流仓储，自营都是重资产。<a href=\"https://laohu8.com/U/3463057643110414\">@躺平躺到地狱了</a>","text":"近期，美股港股科技和互联网股轮番走强，热度未减[看涨]。本周多家中概巨头 $腾讯控股(00700)$ $网易(NTES)$ $京东集团-SW(09618)$ $微博(WB)$将发布二季度/中期业绩，市场预期已经很高——是选择继续抱紧不放，还是见好就收？来一起看财报、吹数据、比观点！[美金]以下是各位虎友的观点，你是否认同[你懂的]@证悟君港股这里 $京东集团-SW(09618)$ 七鲜小厨值得关注下。我之前一直觉得小市场份额的新玩家要逆袭，靠一样的打法肯定不行。相当于以己之短攻敌之长。毕竟 $美团-W(03690)$ 的规模优势在那边。但现在京东七鲜小厨号称3年1万家店，准备投入百亿，招募厨师，最终实现和人工智能，机器炒菜等等。这玩意要是让东哥搞成了，那就是现炒现做颠覆了预制菜。最大的问题可能是重资产，而重资产恰恰是京东对的长项，东哥一直干的物流仓储，自营都是重资产。@躺平躺到地狱了","images":[{"img":"https://static.tigerbbs.com/f261ffde1a66c0a83a6fd251554cdcb5"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":3,"repostSize":4,"link":"https://laohu8.com/post/467126145413320","isVote":1,"tweetType":1,"viewCount":27761,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087214492167970","authorId":"4087214492167970","name":"khikho","avatar":"https://static.tigerbbs.com/8163a6179dabb8c65b60eb5467e5834a","crmLevel":11,"crmLevelSwitch":0,"idStr":"4087214492167970","authorIdStr":"4087214492167970"},"content":"$腾讯控股(00700)$腾讯是老牌蓝筹了，盈利能力是没问题的","text":"$腾讯控股(00700)$腾讯是老牌蓝筹了，盈利能力是没问题的","html":"$腾讯控股(00700)$腾讯是老牌蓝筹了，盈利能力是没问题的"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":467098499514560,"gmtCreate":1755073203888,"gmtModify":1755073523497,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>收益只偏爱长期做多的人。快手中有太多意志不坚定的老铁，他们闻涨而来，逢跌离去，然后满嘴抱怨手子是什么垃圾。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>收益只偏爱长期做多的人。快手中有太多意志不坚定的老铁，他们闻涨而来，逢跌离去，然后满嘴抱怨手子是什么垃圾。","text":"$快手-W(01024)$收益只偏爱长期做多的人。快手中有太多意志不坚定的老铁，他们闻涨而来，逢跌离去，然后满嘴抱怨手子是什么垃圾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467098499514560","isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467098075984072,"gmtCreate":1755073170437,"gmtModify":1755073172140,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>长达四年的底部震荡让股民养成了空头思维，极少人相信快手走出反转行情。其实看看周线，均线多头排列呈发散状态，标准的上升趋势","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>长达四年的底部震荡让股民养成了空头思维，极少人相信快手走出反转行情。其实看看周线，均线多头排列呈发散状态，标准的上升趋势","text":"$快手-W(01024)$长达四年的底部震荡让股民养成了空头思维，极少人相信快手走出反转行情。其实看看周线，均线多头排列呈发散状态，标准的上升趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467098075984072","isVote":1,"tweetType":1,"viewCount":3437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467033771360448,"gmtCreate":1755057401116,"gmtModify":1755057490930,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"腾讯音乐凭啥大涨19%，估值低于行业平均，仍值得可加仓？","htmlText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a> Q2交出“高质量增收增利”：营收、利润与毛利率全面超去年同期，驱动来自订阅与ARPPU双升，社交娱乐继续收缩但拖累可控；广告与SVIP贡献边际增量，经营现金流环比承压、MAU小幅下滑是两项需要跟踪的信号。尽管股价在财报后大涨19%，但从估值上来看依然不高， PE TTM为26倍左右，若以隐含15-20%的增速，2026年的PE可以达到20倍左右，同类的 <a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a> 的Forward PE要达到95倍，即便是 <a href=\"https://laohu8.com/S/09899\">$网易云音乐(09899)$</a> 也有34倍。因此腾讯音乐属于（高处但远非不胜寒）财报核心信息总营收84.4亿元人民币，同比增长18%，环比增长约5%，这一增长主要驱动于在线音乐服务的强劲表现，特别是订阅收入的贡献占比提升至约52%。相比市场共识预期（约80.4亿元），实际营收超预期约5%，反映出公司内容生态优化和用户付费习惯养成的成效；业务结构变化迹象显示，在线音乐营收占比已超80%，社交娱乐业务占比进一步压缩，标志着公司从直播依赖向订阅主导的结构性转型。在线音乐服务营收：68.5亿元人民币，同比增长26.4%驱动因素包括付费用户数增长和ARPPU（平均付费用户收入）提升，受益于AI辅助内容推荐和独家版权合作。超市场预期（分析师普遍预计20%左右增长），业务变化显示订阅模式渗透率进一步提高，与上季度相比，增长动能更强，类似于Spotify从免费向付费的成功转型。音乐订阅收入：43.8亿元人民币，同比增长17.1%主要逻辑在于SVIP（超级VIP）等高端订阅产品的","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a> Q2交出“高质量增收增利”：营收、利润与毛利率全面超去年同期，驱动来自订阅与ARPPU双升，社交娱乐继续收缩但拖累可控；广告与SVIP贡献边际增量，经营现金流环比承压、MAU小幅下滑是两项需要跟踪的信号。尽管股价在财报后大涨19%，但从估值上来看依然不高， PE TTM为26倍左右，若以隐含15-20%的增速，2026年的PE可以达到20倍左右，同类的 <a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a> 的Forward PE要达到95倍，即便是 <a href=\"https://laohu8.com/S/09899\">$网易云音乐(09899)$</a> 也有34倍。因此腾讯音乐属于（高处但远非不胜寒）财报核心信息总营收84.4亿元人民币，同比增长18%，环比增长约5%，这一增长主要驱动于在线音乐服务的强劲表现，特别是订阅收入的贡献占比提升至约52%。相比市场共识预期（约80.4亿元），实际营收超预期约5%，反映出公司内容生态优化和用户付费习惯养成的成效；业务结构变化迹象显示，在线音乐营收占比已超80%，社交娱乐业务占比进一步压缩，标志着公司从直播依赖向订阅主导的结构性转型。在线音乐服务营收：68.5亿元人民币，同比增长26.4%驱动因素包括付费用户数增长和ARPPU（平均付费用户收入）提升，受益于AI辅助内容推荐和独家版权合作。超市场预期（分析师普遍预计20%左右增长），业务变化显示订阅模式渗透率进一步提高，与上季度相比，增长动能更强，类似于Spotify从免费向付费的成功转型。音乐订阅收入：43.8亿元人民币，同比增长17.1%主要逻辑在于SVIP（超级VIP）等高端订阅产品的","text":"$腾讯音乐(TME)$ Q2交出“高质量增收增利”：营收、利润与毛利率全面超去年同期，驱动来自订阅与ARPPU双升，社交娱乐继续收缩但拖累可控；广告与SVIP贡献边际增量，经营现金流环比承压、MAU小幅下滑是两项需要跟踪的信号。尽管股价在财报后大涨19%，但从估值上来看依然不高， PE TTM为26倍左右，若以隐含15-20%的增速，2026年的PE可以达到20倍左右，同类的 $Spotify Technology S.A.(SPOT)$ 的Forward PE要达到95倍，即便是 $网易云音乐(09899)$ 也有34倍。因此腾讯音乐属于（高处但远非不胜寒）财报核心信息总营收84.4亿元人民币，同比增长18%，环比增长约5%，这一增长主要驱动于在线音乐服务的强劲表现，特别是订阅收入的贡献占比提升至约52%。相比市场共识预期（约80.4亿元），实际营收超预期约5%，反映出公司内容生态优化和用户付费习惯养成的成效；业务结构变化迹象显示，在线音乐营收占比已超80%，社交娱乐业务占比进一步压缩，标志着公司从直播依赖向订阅主导的结构性转型。在线音乐服务营收：68.5亿元人民币，同比增长26.4%驱动因素包括付费用户数增长和ARPPU（平均付费用户收入）提升，受益于AI辅助内容推荐和独家版权合作。超市场预期（分析师普遍预计20%左右增长），业务变化显示订阅模式渗透率进一步提高，与上季度相比，增长动能更强，类似于Spotify从免费向付费的成功转型。音乐订阅收入：43.8亿元人民币，同比增长17.1%主要逻辑在于SVIP（超级VIP）等高端订阅产品的","images":[{"img":"https://static.tigerbbs.com/24d0aaa549fbffc46b9fafbd8797cb19"},{"img":"https://static.tigerbbs.com/48a3181514453e1d980699f1be8ed8c3"},{"img":"https://static.tigerbbs.com/553e7fdbdaa0d8de01541a5cfb80154e"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467033771360448","isVote":1,"tweetType":1,"viewCount":25002,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000653","authorId":"9000000000000653","name":"途中相遇","avatar":"https://static.tigerbbs.com/168415c8fa94e7b14ffb415e8098eac9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000653","authorIdStr":"9000000000000653"},"content":"太厉害了，这分析真是神了！[强] 期待更多精彩分享","text":"太厉害了，这分析真是神了！[强] 期待更多精彩分享","html":"太厉害了，这分析真是神了！[强] 期待更多精彩分享"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":420163703726720,"gmtCreate":1743610269337,"gmtModify":1743610271586,"author":{"id":"4171601544682522","authorId":"4171601544682522","name":"放量暴涨减仓少杠杆","avatar":"https://static.tigerbbs.com/9be36ac1310c0e55c148390429109cf5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171601544682522","authorIdStr":"4171601544682522"},"themes":[],"title":"","htmlText":"快手财报发布！股价能否超跌反弹？","listText":"快手财报发布！股价能否超跌反弹？","text":"快手财报发布！股价能否超跌反弹？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420163703726720","isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418337437667872,"gmtCreate":1743174688952,"gmtModify":1743174875378,"author":{"id":"4105541084439510","authorId":"4105541084439510","name":"去看风景","avatar":"https://static.tigerbbs.com/4c7016ccffe9377dc108fbc33064cab0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105541084439510","authorIdStr":"4105541084439510"},"themes":[],"title":"14倍PE的快手，你敢抄底吗？","htmlText":"\"各位老铁刷视频能领钱？这波羊毛我先薅了！\" 最近在社交平台上，不少网友热议着快手的用户运营策略。 就在大家讨论得热火朝天时，这家短视频巨头交出了一份让市场既兴奋又纠结的成绩单。 3月25日下午发布的年报显示，快手 <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 在2024年赚得盆满钵满，但用户增长乏力这个老毛病又犯了，搞得投资者们现在举棋不定。 先看看亮眼的部分。 全年营收突破1269亿，比前一年多赚了11.8%，调整后净利润直接飙升72.5%到177亿。 图片 最猛的要数广告和电商这对\"黄金搭档\"，线上营销收入724亿，占了大头不说，GMV更是冲到1.39万亿的惊人数字。特别是去年双十一期间，平台上的东北老铁们把酸菜和冻梨卖爆了，单日GMV纪录连续刷新三次，这带货能力真不是盖的。 2、不过财报里藏着个\"定时炸弹\"，第四季度日活用户居然比第三季度少了700万。 虽然全年数据还算过得去（日活4.01亿，月活7.36亿），但这个环比下跌可把投资群炸开了锅。 图片 有老股民吐槽：\"现在刷快手就像逛菜市场，领完红包就走人的占一半，这样的用户值几个钱？\" 这话虽然扎心，但确实点出了平台用户质量的隐忧。 3、直播业务的表现更让人头大。 全年收入371亿，同比少了5.1%，虽然降幅收窄到第四季度的2%，但比起抖音直播间的万人空巷，快手的\"老铁文化\"似乎有点带不动了。 有MCN机构透露，现在主播更愿意去流量更大的平台，快手主播的跳槽率比去年高了30%。 不过要说惊喜也不是没有。那个叫\"可灵\"的AI视频生成器，上线不到半年就赚了1个亿。 现在连农村老阿姨拍带货视频都知道用AI换背景了，这个技术变现能力确实让人眼前一亮。更绝的是平台把AI推荐算法玩出了花，有用户发现现在刷到的视频\"比亲妈还懂我\"，连带货转化率都提高了15%。 4、","listText":"\"各位老铁刷视频能领钱？这波羊毛我先薅了！\" 最近在社交平台上，不少网友热议着快手的用户运营策略。 就在大家讨论得热火朝天时，这家短视频巨头交出了一份让市场既兴奋又纠结的成绩单。 3月25日下午发布的年报显示，快手 <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 在2024年赚得盆满钵满，但用户增长乏力这个老毛病又犯了，搞得投资者们现在举棋不定。 先看看亮眼的部分。 全年营收突破1269亿，比前一年多赚了11.8%，调整后净利润直接飙升72.5%到177亿。 图片 最猛的要数广告和电商这对\"黄金搭档\"，线上营销收入724亿，占了大头不说，GMV更是冲到1.39万亿的惊人数字。特别是去年双十一期间，平台上的东北老铁们把酸菜和冻梨卖爆了，单日GMV纪录连续刷新三次，这带货能力真不是盖的。 2、不过财报里藏着个\"定时炸弹\"，第四季度日活用户居然比第三季度少了700万。 虽然全年数据还算过得去（日活4.01亿，月活7.36亿），但这个环比下跌可把投资群炸开了锅。 图片 有老股民吐槽：\"现在刷快手就像逛菜市场，领完红包就走人的占一半，这样的用户值几个钱？\" 这话虽然扎心，但确实点出了平台用户质量的隐忧。 3、直播业务的表现更让人头大。 全年收入371亿，同比少了5.1%，虽然降幅收窄到第四季度的2%，但比起抖音直播间的万人空巷，快手的\"老铁文化\"似乎有点带不动了。 有MCN机构透露，现在主播更愿意去流量更大的平台，快手主播的跳槽率比去年高了30%。 不过要说惊喜也不是没有。那个叫\"可灵\"的AI视频生成器，上线不到半年就赚了1个亿。 现在连农村老阿姨拍带货视频都知道用AI换背景了，这个技术变现能力确实让人眼前一亮。更绝的是平台把AI推荐算法玩出了花，有用户发现现在刷到的视频\"比亲妈还懂我\"，连带货转化率都提高了15%。 4、","text":"\"各位老铁刷视频能领钱？这波羊毛我先薅了！\" 最近在社交平台上，不少网友热议着快手的用户运营策略。 就在大家讨论得热火朝天时，这家短视频巨头交出了一份让市场既兴奋又纠结的成绩单。 3月25日下午发布的年报显示，快手 $快手-W(01024)$ 在2024年赚得盆满钵满，但用户增长乏力这个老毛病又犯了，搞得投资者们现在举棋不定。 先看看亮眼的部分。 全年营收突破1269亿，比前一年多赚了11.8%，调整后净利润直接飙升72.5%到177亿。 图片 最猛的要数广告和电商这对\"黄金搭档\"，线上营销收入724亿，占了大头不说，GMV更是冲到1.39万亿的惊人数字。特别是去年双十一期间，平台上的东北老铁们把酸菜和冻梨卖爆了，单日GMV纪录连续刷新三次，这带货能力真不是盖的。 2、不过财报里藏着个\"定时炸弹\"，第四季度日活用户居然比第三季度少了700万。 虽然全年数据还算过得去（日活4.01亿，月活7.36亿），但这个环比下跌可把投资群炸开了锅。 图片 有老股民吐槽：\"现在刷快手就像逛菜市场，领完红包就走人的占一半，这样的用户值几个钱？\" 这话虽然扎心，但确实点出了平台用户质量的隐忧。 3、直播业务的表现更让人头大。 全年收入371亿，同比少了5.1%，虽然降幅收窄到第四季度的2%，但比起抖音直播间的万人空巷，快手的\"老铁文化\"似乎有点带不动了。 有MCN机构透露，现在主播更愿意去流量更大的平台，快手主播的跳槽率比去年高了30%。 不过要说惊喜也不是没有。那个叫\"可灵\"的AI视频生成器，上线不到半年就赚了1个亿。 现在连农村老阿姨拍带货视频都知道用AI换背景了，这个技术变现能力确实让人眼前一亮。更绝的是平台把AI推荐算法玩出了花，有用户发现现在刷到的视频\"比亲妈还懂我\"，连带货转化率都提高了15%。 4、","images":[{"img":"https://static.tigerbbs.com/de206728699f2c214e2ceb61f79306ff","width":"929","height":"496"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418337437667872","isVote":1,"tweetType":1,"viewCount":8695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0}],"essenList":[{"id":470061668081688,"gmtCreate":1755783395891,"gmtModify":1755783397565,"author":{"id":"9000000000000229","authorId":"9000000000000229","name":"爱吃苹果的小李","avatar":"https://static.tigerbbs.com/0eb1ca619238a10298cbe1a12b942794","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000229","idStr":"9000000000000229"},"themes":[],"title":"","htmlText":"在港股，只要愿意派息，股价都会大涨。要是能派特别息，股价涨得更快，股息越多涨得越快。所以别小看这四五毫利息，能不能过100就靠它了。 <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","listText":"在港股，只要愿意派息，股价都会大涨。要是能派特别息，股价涨得更快，股息越多涨得越快。所以别小看这四五毫利息，能不能过100就靠它了。 <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","text":"在港股，只要愿意派息，股价都会大涨。要是能派特别息，股价涨得更快，股息越多涨得越快。所以别小看这四五毫利息，能不能过100就靠它了。 $快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470061668081688","isVote":1,"tweetType":1,"viewCount":2935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471125864923712,"gmtCreate":1756052437794,"gmtModify":1756086373484,"author":{"id":"4180617100278802","authorId":"4180617100278802","name":"鎏源Shelby","avatar":"https://static.tigerbbs.com/2c843445c21534198271c4d5b52cfa61","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4180617100278802","idStr":"4180617100278802"},"themes":[],"title":"","htmlText":"继续看涨，ai重塑估值，叠加业绩向上本年度有机会实现翻倍，卖铲子的固然挣钱，但是活到最后的淘金者也会盆满钵满。","listText":"继续看涨，ai重塑估值，叠加业绩向上本年度有机会实现翻倍，卖铲子的固然挣钱，但是活到最后的淘金者也会盆满钵满。","text":"继续看涨，ai重塑估值，叠加业绩向上本年度有机会实现翻倍，卖铲子的固然挣钱，但是活到最后的淘金者也会盆满钵满。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471125864923712","isVote":1,"tweetType":1,"viewCount":2609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469974847135768,"gmtCreate":1755762199371,"gmtModify":1755762201128,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>有了足够的浮盈以后，快手的持股体验还是可以的。财报后大跌就加仓，115的ipo价格不到只加不减仓","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>有了足够的浮盈以后，快手的持股体验还是可以的。财报后大跌就加仓，115的ipo价格不到只加不减仓","text":"$快手-W(01024)$有了足够的浮盈以后，快手的持股体验还是可以的。财报后大跌就加仓，115的ipo价格不到只加不减仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469974847135768","isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470061241905344,"gmtCreate":1755783479204,"gmtModify":1755785033985,"author":{"id":"9000000000000230","authorId":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000230","idStr":"9000000000000230"},"themes":[],"title":"","htmlText":"我看大家都那么狂热，提醒一下，隔壁B站财报比快手还好，但ADR已经暴跌5%了。[笑哭][笑哭] <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","listText":"我看大家都那么狂热，提醒一下，隔壁B站财报比快手还好，但ADR已经暴跌5%了。[笑哭][笑哭] <a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>","text":"我看大家都那么狂热，提醒一下，隔壁B站财报比快手还好，但ADR已经暴跌5%了。[笑哭][笑哭] $快手-W(01024)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470061241905344","isVote":1,"tweetType":1,"viewCount":2842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469974465831112,"gmtCreate":1755762228967,"gmtModify":1755762230696,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手的财报预计不会超预期，但不影响股价。即使超预期，也未必有太大影响","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手的财报预计不会超预期，但不影响股价。即使超预期，也未必有太大影响","text":"$快手-W(01024)$快手的财报预计不会超预期，但不影响股价。即使超预期，也未必有太大影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/469974465831112","isVote":1,"tweetType":1,"viewCount":5176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568920610904453","authorId":"3568920610904453","name":"大牛09","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3568920610904453","idStr":"3568920610904453"},"content":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","text":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","html":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469920606052608,"gmtCreate":1755758249518,"gmtModify":1755758251171,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3459462368857793","idStr":"3459462368857793"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个估值，可以看多。 调整下，70%的涨幅，不算多。","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这个估值，可以看多。 调整下，70%的涨幅，不算多。","text":"$快手-W(01024)$ 这个估值，可以看多。 调整下，70%的涨幅，不算多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469920606052608","isVote":1,"tweetType":1,"viewCount":2056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469948856262952,"gmtCreate":1755765219109,"gmtModify":1755765733755,"author":{"id":"3568920610904453","authorId":"3568920610904453","name":"大牛09","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568920610904453","idStr":"3568920610904453"},"themes":[],"title":"","htmlText":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","listText":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","text":"出来了，还是不错的。短期上80有戏。只要周五鲍师傅不搞事情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469948856262952","isVote":1,"tweetType":1,"viewCount":2905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472419345526896,"gmtCreate":1756303414684,"gmtModify":1756303415912,"author":{"id":"4206999418532762","authorId":"4206999418532762","name":"夜色很迷人","avatar":"https://static.tigerbbs.com/c330b9588d84491be75538450b31d7fd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4206999418532762","idStr":"4206999418532762"},"themes":[],"title":"","htmlText":"还是不错的，人群基数很大，收益很高的","listText":"还是不错的，人群基数很大，收益很高的","text":"还是不错的，人群基数很大，收益很高的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472419345526896","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471713715474648,"gmtCreate":1756195702958,"gmtModify":1756195705098,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3459462368857793","idStr":"3459462368857793"},"themes":[],"title":"","htmlText":"最近想了下， 这个和抖音一样，潜力很大","listText":"最近想了下， 这个和抖音一样，潜力很大","text":"最近想了下， 这个和抖音一样，潜力很大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471713715474648","isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471267979764272,"gmtCreate":1756087245161,"gmtModify":1756087247204,"author":{"id":"4206078066399952","authorId":"4206078066399952","name":"西木明","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206078066399952","idStr":"4206078066399952"},"themes":[],"title":"","htmlText":"短期看涨，波动很大，有货才行","listText":"短期看涨，波动很大，有货才行","text":"短期看涨，波动很大，有货才行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471267979764272","isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471237587169496,"gmtCreate":1756079460697,"gmtModify":1756079462605,"author":{"id":"4197508223625562","authorId":"4197508223625562","name":"四明逍遥阁","avatar":"https://static.tigerbbs.com/81ef7a6257454c52f693082654bda48e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4197508223625562","idStr":"4197508223625562"},"themes":[],"title":"","htmlText":"快手这波是完美错过了","listText":"快手这波是完美错过了","text":"快手这波是完美错过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471237587169496","isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}