暴涨暴赚的个人主页 - 老虎社区

暴涨暴赚

暴涨暴赚

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0勋章

09-29 21:30

$腾讯控股ADR(TCEHY)$ ...

09-25

$腾讯控股(00700)$ 垃圾玩意

09-23

$腾讯控股(00700)$ 垃圾

09-22

跌麻了啊

腾讯为何突然爆发？两条线索催化AI Agent行情，微信成“中国版Muse”最佳落地场景

09-22

$腾讯控股(00700)$ 废物

08-06

$腾讯控股ADR(TCEHY)$ 到顶了快跑

07-29

$腾讯控股ADR(TCEHY)$ 这废物怎么不跌了

07-23

完了要死了

公募基金二季报：腾讯退出前十大重仓股，成为Q2被减仓最多的公司

07-22

张坤是个外行

腾讯股价大跌7%：退出公募前十大重仓股行列面临抛售压力

07-15

$腾讯控股ADR(TCEHY)$ 我割肉了怎么起飞了

07-12

亏死了

赛力斯（09927）发布2026年上半年业绩预告：预计净亏15亿至18亿元，去年同期盈利29.41亿元

07-12

糙

特朗普：1000枚导弹已瞄准伊朗

07-08

巨仓 700 伤心

@熊猫校长 Ming:腾讯跌了大半年，最近却又涨了 —— 市场到底在奖励它什么？

07-08

$赛力斯(09927)$ **你妈呀

07-07

$MINIMAX-WP(00100)$ 废物

07-06

$腾讯控股ADR(TCEHY)$ ？

07-06

400不卖4卖

腾讯寻求出售快手股份，最高套现约16亿美元

06-25

$领益智造(01688)$ 赚了点

06-22

$星源材质(06067)$ 跑一半

06-17

$MINIMAX-WP(00100)$ 卧槽398割了的我

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垃圾玩意","text":"$腾讯控股(00700)$ 垃圾玩意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611470604457128","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610723049940320,"gmtCreate":1790129071761,"gmtModify":1790131529123,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 垃圾","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 垃圾","text":"$腾讯控股(00700)$ 垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610723049940320","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610437707341896,"gmtCreate":1790059316756,"gmtModify":1790061933271,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"themes":[],"title":"","htmlText":"跌麻了啊","listText":"跌麻了啊","text":"跌麻了啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610437707341896","repostId":"2669011663","repostType":2,"repost":{"id":"2669011663","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1790058851,"share":"https://www.laohunote.com/m/news/2669011663?lang=zh_CN&edition=full","pubTime":"2026-09-22 14:34","market":"hk","language":"zh","title":"腾讯为何突然爆发？两条线索催化AI Agent行情，微信成“中国版Muse”最佳落地场景","url":"https://stock-news.laohu8.com/highlight/detail?id=2669011663","media":"华尔街见闻","summary":"腾讯港股大涨近8%，主因Meta AI Agent应用Muse走红引发市场映射逻辑：坐拥庞大社交与小程序生态的微信，被视为“中国版Muse”最具优势的落地载体。市场看好其利用小程序与闭环支付体系降低AI交付摩擦，借分发与生态优势抢占2C Agent赛道先机。","content":"<html><head></head><body><p style=\"text-align: left;\"><span style=\"color: rgb(126, 140, 141);\">原标题《放量大涨8%！腾讯发布AI图像模型，对标Meta Muse爆款逻辑》</span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>周二港股一度涨近8%，成交额放量至177亿港元，催化剂来自两条相互呼应的消息线索：Meta旗下AI Agent应用Muse在美国迅速走红，登顶应用商店下载榜，而腾讯同日发布最新图像生成模型Hy Image 3.5 Preview。市场由此形成一条清晰的映射逻辑——坐拥超级社交生态与高频生活场景入口的腾讯，被视为&#34;中国版Muse&#34;最具条件的落地载体。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aee9661ead9e741f87874f2b36263530\" data-align=\"center\" tg-width=\"1013\" tg-height=\"708\"/><span></span></p><p style=\"text-align: left;\">Meta Muse上线次日即跻身美国App Store免费榜前三，生产力榜单持续维持前列。Muse的核心差异在于超越聊天机器人范畴：通过读取社交关系、接入邮件、日历、购物、订餐等各类API，在后台异步自主替用户执行跨应用复杂任务。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b5da16d6cd9f5c960f403e47af6f7cd\" data-align=\"center\" tg-width=\"1024\" tg-height=\"489\"/><span></span></p><p style=\"text-align: left;\">这一爆款效应刺激资本市场将目光转向国内对标公司，而微信凭借庞大的小程序服务生态与闭环支付体系，一旦将AI Agent深度植入，其落地效率和商业变现潜力被认为不逊于Meta，腾讯因此成为当日最受追捧的受益公司。</p><p style=\"text-align: left;\">中金研报指出，Meta Muse的突破口已从&#34;模型是否足够聪明&#34;转向&#34;用户能否放心交付、产品能否连接真实事务&#34;，2C Agent的竞争重心正式从技术层下沉至生态分发与信任架构。Allspring Global Investments投资组合经理Gary Tan表示：&#34;一些投资者正将腾讯与Meta进行类比，特别是考虑到微信独特的社交生态系统及其在支持大规模个人AI助手方面的潜力。&#34;</p><h2 style=\"text-align: left;\">腾讯同日发布图像模型，追赶步伐提速</h2><p style=\"text-align: left;\">腾讯此次发布的Hy Image 3.5 Preview，是其正面竞争AI图像生成赛道的最新动作。腾讯在声明中表示，该模型较前代产品性能有所提升，目前已整合至元宝及视频编辑、设计工具等产品线。</p><p style=\"text-align: left;\">腾讯以数百名内部设计师作为测试群体，<strong>并表示该模型表现与字节跳动Seedream 5.0 Pro不相上下，同时略优于Alphabet旗下谷歌的Nano Banana Pro及<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>的Qwen-Image-3.0 Pro。</strong>腾讯拥有数千名游戏设计师和美术人员，有望成为该工具的主要受益群体，不过腾讯并未对上述质量主张进行量化说明。</p><p style=\"text-align: left;\">此次发布恰好与阿里巴巴开启人工智能大会同日，时间节点的选择颇为醒目。自聘请前OpenAI研究员姚顺雨担任首席AI科学家以来，腾讯AI战略发生转向：姚顺雨公开批评仅为榜单分数训练模型的做法，强调产品整合与解决现实问题。另一位前OpenAI研究员、计算机视觉专家田永龙亦于7月加入腾讯混元团队，负责视觉语言模型研发。</p><h2 style=\"text-align: left;\">Muse爆款逻辑：从聊天到交付的范式跃迁</h2><p style=\"text-align: left;\">理解腾讯此番涨势的核心，需要厘清Meta Muse究竟打开了什么新叙事。</p><p style=\"text-align: left;\">中金研报梳理指出，Muse相较此前同类Agent产品存在四点实质区别：<strong>其一，</strong>后台异步执行，跨对话保留长期记忆与用户偏好，任务在用户关闭应用后仍可持续推进；<strong>其二，</strong>真实账户连接，通过内置连接器、公开API及浏览器操作三类方式接入邮件、日历、支付、健康、电商、智能家居等场景；<strong>其三，</strong>隔离执行与审批门控，每个用户拥有独立的Muse Secure VM运行环境，并由Sentinel代理把守所有对外操作，将安全架构作为产品设计核心；<strong>其四，</strong>Ideas与Feed功能已显露推荐式Agent雏形，Muse开始从等用户提问转向主动识别需求、提前定义问题。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57cf35fbef6c67f5121b38622f92c426\" data-align=\"center\" tg-width=\"1024\" tg-height=\"616\"/><span></span></p><p style=\"text-align: left;\">中金研报认为，2C Agent的竞争终局将更像&#34;推荐&#34;而非&#34;搜索&#34;——Agent基于足够上下文主动识别需求、替用户定义并解决问题，而非被动等待指令。Meta的优势在于分发与信任基建：36亿日活用户提供触达规模，WhatsApp对话线程降低使用门槛，Instagram与Facebook的长期内容行为积累形成更丰富的个人需求图谱，这是仅依赖聊天历史的ChatGPT等产品难以复制的。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4050c0e68ed7a38b1e46292bbbd18139\" data-align=\"center\" tg-width=\"1024\" tg-height=\"530\"/><span></span></p><p style=\"text-align: left;\">在商业模式上，Muse采取免费层与20美元、100美元两档月度订阅，最高档定价已接近部分ToB软件水平。中金研报认为，随着Muse承接购物、预订等消费任务，其变现路径有望形成&#34;订阅打底＋交易抽佣&#34;的混合模式。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ece6fe81c30705d7cf01c10f344daa0\" data-align=\"center\" tg-width=\"1024\" tg-height=\"610\"/><span></span></p><h2 style=\"text-align: left;\">为何腾讯是&#34;中国版Muse&#34;的最优解</h2><p style=\"text-align: left;\">资本市场将腾讯对标Meta Muse，并非简单类比，背后有清晰的生态逻辑支撑。</p><p style=\"text-align: left;\">中金研报在梳理中美2C Agent生态差异时指出，<strong>微信已将账户、支付与生活服务整合于平台内部，且拥有独特的小程序生态，有利于自有Agent在授权范围内直接调用能力、完成交易。</strong>相比之下，Meta的海外服务入口相对分散，网页仍是重要载体，Muse需借助浏览器操作覆盖长尾服务，连接与维护成本相对较高，网页改版亦可能影响执行效率。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd8e3b3405b8b5fdc6ab4f151c62b742\" data-align=\"center\" tg-width=\"1024\" tg-height=\"578\"/><span></span></p><p style=\"text-align: left;\">换言之，若腾讯将AI Agent深度植入微信生态，其天然的小程序闭环与支付体系将赋予它比Meta更低的执行摩擦。腾讯正致力于实现的愿景——为微信生态超过10亿用户构建能够执行各项任务的AI——与Muse的产品方向高度吻合，这是当日市场给予腾讯超额定价的核心逻辑。</p><h2 style=\"text-align: left;\">时机决定节奏：两种路径与四个阶段</h2><p style=\"text-align: left;\">中金研报引入产品创新周期框架，将2C Agent的发展划分为四个阶段：探索期（技术效果与成本均未达阈值）、过渡创新期（技术效果达阈值但成本仍高）、全能创新期（效果与成本双双突破阈值）、强者恒强期（技术曲线趋于平缓）。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c0323e29b6aa53e6d072bd046e2981d4\" data-align=\"center\" tg-width=\"1024\" tg-height=\"646\"/><span></span></p><p style=\"text-align: left;\">报告以黑莓与iPhone的历史路径为参照：过渡创新期对应黑莓聚焦企业邮件、削减非核心功能的打法，黑莓营收由2004年的6亿美元增至2011年高点200亿美元；全能创新期则对应iPhone的多合一融合，对过渡式产品形成生态碾压。</p><p style=\"text-align: left;\">中金研报认为，AI模型能力持续精进、Token算力成本下行，是当前确定性较高的因素；更难把握的是用户对Agent解决任务的错误容忍率、对既有习惯的迁移意愿，以及用户成本阈值。基于此，2C Agent存在两种发展情形：其一是先经历过渡创新阶段，从泛办公刚需切入后逐步延伸至综合场景；其二是技术与成本曲线同步快速下行，直接跨越过渡期进入全能创新阶段——届时，坐拥分发优势与生态深度的Meta、腾讯等巨头将率先受益。中金研报强调，从过渡阶段到全能阶段的间隔越短，互联网巨头越占优势；反之，创业公司则有更多时间构筑壁垒。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯为何突然爆发？两条线索催化AI Agent行情，微信成“中国版Muse”最佳落地场景</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯为何突然爆发？两条线索催化AI Agent行情，微信成“中国版Muse”最佳落地场景\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-09-22 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span style=\"color: rgb(126, 140, 141);\">原标题《放量大涨8%！腾讯发布AI图像模型，对标Meta Muse爆款逻辑》</span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>周二港股一度涨近8%，成交额放量至177亿港元，催化剂来自两条相互呼应的消息线索：Meta旗下AI Agent应用Muse在美国迅速走红，登顶应用商店下载榜，而腾讯同日发布最新图像生成模型Hy Image 3.5 Preview。市场由此形成一条清晰的映射逻辑——坐拥超级社交生态与高频生活场景入口的腾讯，被视为&#34;中国版Muse&#34;最具条件的落地载体。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aee9661ead9e741f87874f2b36263530\" data-align=\"center\" tg-width=\"1013\" tg-height=\"708\"/><span></span></p><p style=\"text-align: left;\">Meta Muse上线次日即跻身美国App Store免费榜前三，生产力榜单持续维持前列。Muse的核心差异在于超越聊天机器人范畴：通过读取社交关系、接入邮件、日历、购物、订餐等各类API，在后台异步自主替用户执行跨应用复杂任务。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b5da16d6cd9f5c960f403e47af6f7cd\" data-align=\"center\" tg-width=\"1024\" tg-height=\"489\"/><span></span></p><p style=\"text-align: left;\">这一爆款效应刺激资本市场将目光转向国内对标公司，而微信凭借庞大的小程序服务生态与闭环支付体系，一旦将AI Agent深度植入，其落地效率和商业变现潜力被认为不逊于Meta，腾讯因此成为当日最受追捧的受益公司。</p><p style=\"text-align: left;\">中金研报指出，Meta Muse的突破口已从&#34;模型是否足够聪明&#34;转向&#34;用户能否放心交付、产品能否连接真实事务&#34;，2C Agent的竞争重心正式从技术层下沉至生态分发与信任架构。Allspring Global Investments投资组合经理Gary Tan表示：&#34;一些投资者正将腾讯与Meta进行类比，特别是考虑到微信独特的社交生态系统及其在支持大规模个人AI助手方面的潜力。&#34;</p><h2 style=\"text-align: left;\">腾讯同日发布图像模型，追赶步伐提速</h2><p style=\"text-align: left;\">腾讯此次发布的Hy Image 3.5 Preview，是其正面竞争AI图像生成赛道的最新动作。腾讯在声明中表示，该模型较前代产品性能有所提升，目前已整合至元宝及视频编辑、设计工具等产品线。</p><p style=\"text-align: left;\">腾讯以数百名内部设计师作为测试群体，<strong>并表示该模型表现与字节跳动Seedream 5.0 Pro不相上下，同时略优于Alphabet旗下谷歌的Nano Banana Pro及<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>的Qwen-Image-3.0 Pro。</strong>腾讯拥有数千名游戏设计师和美术人员，有望成为该工具的主要受益群体，不过腾讯并未对上述质量主张进行量化说明。</p><p style=\"text-align: left;\">此次发布恰好与阿里巴巴开启人工智能大会同日，时间节点的选择颇为醒目。自聘请前OpenAI研究员姚顺雨担任首席AI科学家以来，腾讯AI战略发生转向：姚顺雨公开批评仅为榜单分数训练模型的做法，强调产品整合与解决现实问题。另一位前OpenAI研究员、计算机视觉专家田永龙亦于7月加入腾讯混元团队，负责视觉语言模型研发。</p><h2 style=\"text-align: left;\">Muse爆款逻辑：从聊天到交付的范式跃迁</h2><p style=\"text-align: left;\">理解腾讯此番涨势的核心，需要厘清Meta Muse究竟打开了什么新叙事。</p><p style=\"text-align: left;\">中金研报梳理指出，Muse相较此前同类Agent产品存在四点实质区别：<strong>其一，</strong>后台异步执行，跨对话保留长期记忆与用户偏好，任务在用户关闭应用后仍可持续推进；<strong>其二，</strong>真实账户连接，通过内置连接器、公开API及浏览器操作三类方式接入邮件、日历、支付、健康、电商、智能家居等场景；<strong>其三，</strong>隔离执行与审批门控，每个用户拥有独立的Muse Secure VM运行环境，并由Sentinel代理把守所有对外操作，将安全架构作为产品设计核心；<strong>其四，</strong>Ideas与Feed功能已显露推荐式Agent雏形，Muse开始从等用户提问转向主动识别需求、提前定义问题。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57cf35fbef6c67f5121b38622f92c426\" data-align=\"center\" tg-width=\"1024\" tg-height=\"616\"/><span></span></p><p style=\"text-align: left;\">中金研报认为，2C Agent的竞争终局将更像&#34;推荐&#34;而非&#34;搜索&#34;——Agent基于足够上下文主动识别需求、替用户定义并解决问题，而非被动等待指令。Meta的优势在于分发与信任基建：36亿日活用户提供触达规模，WhatsApp对话线程降低使用门槛，Instagram与Facebook的长期内容行为积累形成更丰富的个人需求图谱，这是仅依赖聊天历史的ChatGPT等产品难以复制的。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4050c0e68ed7a38b1e46292bbbd18139\" data-align=\"center\" tg-width=\"1024\" tg-height=\"530\"/><span></span></p><p style=\"text-align: left;\">在商业模式上，Muse采取免费层与20美元、100美元两档月度订阅，最高档定价已接近部分ToB软件水平。中金研报认为，随着Muse承接购物、预订等消费任务，其变现路径有望形成&#34;订阅打底＋交易抽佣&#34;的混合模式。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ece6fe81c30705d7cf01c10f344daa0\" data-align=\"center\" tg-width=\"1024\" tg-height=\"610\"/><span></span></p><h2 style=\"text-align: left;\">为何腾讯是&#34;中国版Muse&#34;的最优解</h2><p style=\"text-align: left;\">资本市场将腾讯对标Meta Muse，并非简单类比，背后有清晰的生态逻辑支撑。</p><p style=\"text-align: left;\">中金研报在梳理中美2C Agent生态差异时指出，<strong>微信已将账户、支付与生活服务整合于平台内部，且拥有独特的小程序生态，有利于自有Agent在授权范围内直接调用能力、完成交易。</strong>相比之下，Meta的海外服务入口相对分散，网页仍是重要载体，Muse需借助浏览器操作覆盖长尾服务，连接与维护成本相对较高，网页改版亦可能影响执行效率。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd8e3b3405b8b5fdc6ab4f151c62b742\" data-align=\"center\" tg-width=\"1024\" tg-height=\"578\"/><span></span></p><p style=\"text-align: left;\">换言之，若腾讯将AI Agent深度植入微信生态，其天然的小程序闭环与支付体系将赋予它比Meta更低的执行摩擦。腾讯正致力于实现的愿景——为微信生态超过10亿用户构建能够执行各项任务的AI——与Muse的产品方向高度吻合，这是当日市场给予腾讯超额定价的核心逻辑。</p><h2 style=\"text-align: left;\">时机决定节奏：两种路径与四个阶段</h2><p style=\"text-align: left;\">中金研报引入产品创新周期框架，将2C Agent的发展划分为四个阶段：探索期（技术效果与成本均未达阈值）、过渡创新期（技术效果达阈值但成本仍高）、全能创新期（效果与成本双双突破阈值）、强者恒强期（技术曲线趋于平缓）。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c0323e29b6aa53e6d072bd046e2981d4\" data-align=\"center\" tg-width=\"1024\" tg-height=\"646\"/><span></span></p><p style=\"text-align: left;\">报告以黑莓与iPhone的历史路径为参照：过渡创新期对应黑莓聚焦企业邮件、削减非核心功能的打法，黑莓营收由2004年的6亿美元增至2011年高点200亿美元；全能创新期则对应iPhone的多合一融合，对过渡式产品形成生态碾压。</p><p style=\"text-align: left;\">中金研报认为，AI模型能力持续精进、Token算力成本下行，是当前确定性较高的因素；更难把握的是用户对Agent解决任务的错误容忍率、对既有习惯的迁移意愿，以及用户成本阈值。基于此，2C Agent存在两种发展情形：其一是先经历过渡创新阶段，从泛办公刚需切入后逐步延伸至综合场景；其二是技术与成本曲线同步快速下行，直接跨越过渡期进入全能创新阶段——届时，坐拥分发优势与生态深度的Meta、腾讯等巨头将率先受益。中金研报强调，从过渡阶段到全能阶段的间隔越短，互联网巨头越占优势；反之，创业公司则有更多时间构筑壁垒。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23dac3ab753f13d989663c75b5990935","relate_stocks":{"LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK1586":"云计算","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU3063872942.SGD":"FULLERTON LUX FUNDS ASIA EQUITIES \"I\" (SGD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0315178854.USD":"EASTSPRING 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EQUITY INCOME \"ADM\" (USD) INC","IE00B97KM107.HKD":"FSSA ASIAN EQUITY PLUS \"I\" (HKD) ACC","LU0048597586.USD":"富达亚洲焦点A","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3782282","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2669011663","content_text":"原标题《放量大涨8%！腾讯发布AI图像模型，对标Meta Muse爆款逻辑》腾讯控股周二港股一度涨近8%，成交额放量至177亿港元，催化剂来自两条相互呼应的消息线索：Meta旗下AI Agent应用Muse在美国迅速走红，登顶应用商店下载榜，而腾讯同日发布最新图像生成模型Hy Image 3.5 Preview。市场由此形成一条清晰的映射逻辑——坐拥超级社交生态与高频生活场景入口的腾讯，被视为\"中国版Muse\"最具条件的落地载体。Meta Muse上线次日即跻身美国App Store免费榜前三，生产力榜单持续维持前列。Muse的核心差异在于超越聊天机器人范畴：通过读取社交关系、接入邮件、日历、购物、订餐等各类API，在后台异步自主替用户执行跨应用复杂任务。这一爆款效应刺激资本市场将目光转向国内对标公司，而微信凭借庞大的小程序服务生态与闭环支付体系，一旦将AI Agent深度植入，其落地效率和商业变现潜力被认为不逊于Meta，腾讯因此成为当日最受追捧的受益公司。中金研报指出，Meta Muse的突破口已从\"模型是否足够聪明\"转向\"用户能否放心交付、产品能否连接真实事务\"，2C Agent的竞争重心正式从技术层下沉至生态分发与信任架构。Allspring Global Investments投资组合经理Gary Tan表示：\"一些投资者正将腾讯与Meta进行类比，特别是考虑到微信独特的社交生态系统及其在支持大规模个人AI助手方面的潜力。\"腾讯同日发布图像模型，追赶步伐提速腾讯此次发布的Hy Image 3.5 Preview，是其正面竞争AI图像生成赛道的最新动作。腾讯在声明中表示，该模型较前代产品性能有所提升，目前已整合至元宝及视频编辑、设计工具等产品线。腾讯以数百名内部设计师作为测试群体，并表示该模型表现与字节跳动Seedream 5.0 Pro不相上下，同时略优于Alphabet旗下谷歌的Nano Banana Pro及阿里巴巴的Qwen-Image-3.0 Pro。腾讯拥有数千名游戏设计师和美术人员，有望成为该工具的主要受益群体，不过腾讯并未对上述质量主张进行量化说明。此次发布恰好与阿里巴巴开启人工智能大会同日，时间节点的选择颇为醒目。自聘请前OpenAI研究员姚顺雨担任首席AI科学家以来，腾讯AI战略发生转向：姚顺雨公开批评仅为榜单分数训练模型的做法，强调产品整合与解决现实问题。另一位前OpenAI研究员、计算机视觉专家田永龙亦于7月加入腾讯混元团队，负责视觉语言模型研发。Muse爆款逻辑：从聊天到交付的范式跃迁理解腾讯此番涨势的核心，需要厘清Meta Muse究竟打开了什么新叙事。中金研报梳理指出，Muse相较此前同类Agent产品存在四点实质区别：其一，后台异步执行，跨对话保留长期记忆与用户偏好，任务在用户关闭应用后仍可持续推进；其二，真实账户连接，通过内置连接器、公开API及浏览器操作三类方式接入邮件、日历、支付、健康、电商、智能家居等场景；其三，隔离执行与审批门控，每个用户拥有独立的Muse Secure VM运行环境，并由Sentinel代理把守所有对外操作，将安全架构作为产品设计核心；其四，Ideas与Feed功能已显露推荐式Agent雏形，Muse开始从等用户提问转向主动识别需求、提前定义问题。中金研报认为，2C Agent的竞争终局将更像\"推荐\"而非\"搜索\"——Agent基于足够上下文主动识别需求、替用户定义并解决问题，而非被动等待指令。Meta的优势在于分发与信任基建：36亿日活用户提供触达规模，WhatsApp对话线程降低使用门槛，Instagram与Facebook的长期内容行为积累形成更丰富的个人需求图谱，这是仅依赖聊天历史的ChatGPT等产品难以复制的。在商业模式上，Muse采取免费层与20美元、100美元两档月度订阅，最高档定价已接近部分ToB软件水平。中金研报认为，随着Muse承接购物、预订等消费任务，其变现路径有望形成\"订阅打底＋交易抽佣\"的混合模式。为何腾讯是\"中国版Muse\"的最优解资本市场将腾讯对标Meta Muse，并非简单类比，背后有清晰的生态逻辑支撑。中金研报在梳理中美2C Agent生态差异时指出，微信已将账户、支付与生活服务整合于平台内部，且拥有独特的小程序生态，有利于自有Agent在授权范围内直接调用能力、完成交易。相比之下，Meta的海外服务入口相对分散，网页仍是重要载体，Muse需借助浏览器操作覆盖长尾服务，连接与维护成本相对较高，网页改版亦可能影响执行效率。换言之，若腾讯将AI Agent深度植入微信生态，其天然的小程序闭环与支付体系将赋予它比Meta更低的执行摩擦。腾讯正致力于实现的愿景——为微信生态超过10亿用户构建能够执行各项任务的AI——与Muse的产品方向高度吻合，这是当日市场给予腾讯超额定价的核心逻辑。时机决定节奏：两种路径与四个阶段中金研报引入产品创新周期框架，将2C Agent的发展划分为四个阶段：探索期（技术效果与成本均未达阈值）、过渡创新期（技术效果达阈值但成本仍高）、全能创新期（效果与成本双双突破阈值）、强者恒强期（技术曲线趋于平缓）。报告以黑莓与iPhone的历史路径为参照：过渡创新期对应黑莓聚焦企业邮件、削减非核心功能的打法，黑莓营收由2004年的6亿美元增至2011年高点200亿美元；全能创新期则对应iPhone的多合一融合，对过渡式产品形成生态碾压。中金研报认为，AI模型能力持续精进、Token算力成本下行，是当前确定性较高的因素；更难把握的是用户对Agent解决任务的错误容忍率、对既有习惯的迁移意愿，以及用户成本阈值。基于此，2C Agent存在两种发展情形：其一是先经历过渡创新阶段，从泛办公刚需切入后逐步延伸至综合场景；其二是技术与成本曲线同步快速下行，直接跨越过渡期进入全能创新阶段——届时，坐拥分发优势与生态深度的Meta、腾讯等巨头将率先受益。中金研报强调，从过渡阶段到全能阶段的间隔越短，互联网巨头越占优势；反之，创业公司则有更多时间构筑壁垒。","news_type":1,"symbols_score_info":{"EMC":0.6,"HTCD.SI":0.6,"TCEHY":1.97,"ODDS":0.6,"JEMA":0.6,"BIDD":0.6,"XSOE":0.6,"JADE":0.6,"TCHI":0.6,"AAXJ":0.6,"KWEB":0.6,"GAMR":0.6,"ESPO":0.6,"BKF":0.6,"FDNI":0.6,"CXSE":0.6,"SOCL":0.6,"00700":2.1,"EEMX":0.6,"LDEM":0.6,"FFEM":0.6,"EMCS":0.6}},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610430553859240,"gmtCreate":1790057656016,"gmtModify":1790057720849,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 废物","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 废物","text":"$腾讯控股(00700)$ 废物","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610430553859240","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593733837169584,"gmtCreate":1785971236104,"gmtModify":1785971237953,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$&nbsp;</a> 到顶了 快跑","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$&nbsp;</a> 到顶了 快跑","text":"$腾讯控股ADR(TCEHY)$ 到顶了 快跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/593733837169584","isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133916429233670","authorId":"4133916429233670","name":"Ryangjy","avatar":"https://static.tigerbbs.com/e1f2a7bbb36bc6f12c3ec6823edd3918","crmLevel":4,"crmLevelSwitch":1,"idStr":"4133916429233670","authorIdStr":"4133916429233670"},"content":"大佬还持有正股吗？","text":"大佬还持有正股吗？","html":"大佬还持有正股吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591186274243800,"gmtCreate":1785334233967,"gmtModify":1785334816358,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$&nbsp;</a> 这废物怎么不跌了","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$&nbsp;</a> 这废物怎么不跌了","text":"$腾讯控股ADR(TCEHY)$ 这废物怎么不跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591186274243800","isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588738218889408,"gmtCreate":1784765015926,"gmtModify":1784765017738,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"themes":[],"title":"","htmlText":"完了要死了","listText":"完了要死了","text":"完了要死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588738218889408","repostId":"1159240255","repostType":2,"repost":{"id":"1159240255","kind":"news","pubTimestamp":1784696214,"share":"https://www.laohunote.com/m/news/1159240255?lang=zh_CN&edition=full","pubTime":"2026-07-22 12:56","market":"hk","language":"zh","title":"公募基金二季报：腾讯退出前十大重仓股，成为Q2被减仓最多的公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1159240255","media":"大滑头","summary":"2026年一季度，腾讯已经被公募减持245.74亿元，同样位居减持榜首。连续两个季度下来，腾讯在公募重仓口径下的减持市值超过430亿元。当时，近1200只基金重仓持有腾讯，持股数量超过1.5亿股，重仓市值接近694亿港元。基金经理卖腾讯，也存在现实的组合管理因素。","content":"<html><head></head><body><p style=\"text-align: justify;\">7月22日，腾讯控股盘中一度跌近6%。这场突如其来的下跌，直接导火索来自前一晚披露的公募基金二季报：<strong>腾讯退出公募前十大重仓股，并以187.37亿元的减持市值，成为二季度被公募减仓最多的公司。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f23731919562df80e6e286b1721f3bea\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">但这笔资金撤退并非一天之内发生。</p><p style=\"text-align: justify;\">2026年一季度，腾讯已经被公募减持245.74亿元，同样位居减持榜首。连续两个季度下来，腾讯在公募重仓口径下的减持市值超过430亿元。</p><p style=\"text-align: justify;\">需要注意，所谓“减持市值”是根据基金季报持仓变化统计得出的历史数据，并不等于7月22日当天有187亿元资金集中卖出。二季报披露真正产生的影响，是把此前隐藏在水面下的机构调仓公开化。</p><p style=\"text-align: justify;\">问题也随之而来：一家利润仍在增长、现金流充裕、持续回购股票的公司，为什么会被公募资金连续抛售？</p><p style=\"text-align: justify;\">答案藏在当前市场最激烈的一场资金迁徙中。</p><p style=\"text-align: justify;\"><strong>一、从头号重仓到减持第一，腾讯输给了资金的“时间表”</strong></p><p style=\"text-align: justify;\">时间倒回2025年一季度，腾讯曾取代宁德时代，首次成为公募基金头号重仓股。</p><p style=\"text-align: justify;\">当时，近1200只基金重仓持有腾讯，持股数量超过1.5亿股，重仓市值接近694亿港元。港股互联网估值修复、游戏业务恢复增长、广告利润率改善，共同推动腾讯成为基金经理眼中的“低估值科技核心资产”。</p><p style=\"text-align: justify;\">一年多之后，市场偏好已经完全改变。</p><p style=\"text-align: justify;\">2026年二季度，公募前十大重仓股几乎被AI硬件产业链占领。中际旭创、新易盛位居前两名，寒武纪、中微公司、北方华创、兆易创新、源杰科技等公司进入前十。光模块、AI芯片、半导体设备和电子制造，成为主动基金最集中的配置方向；腾讯、阿里巴巴、贵州茅台、中国平安等传统核心资产则集体退出。</p><p style=\"text-align: justify;\">这种变化意味着，基金经理并没有简单地从科技股撤退，而是在科技板块内部重新选择增长速度。</p><p style=\"text-align: justify;\">腾讯代表的是相对稳定的利润、现金流和回购。AI硬件公司代表的是订单增长、产能扩张和利润预测快速上修。在一场以年度排名和短期业绩为考核尺度的行情中，后者天然更容易获得资金追逐。</p><p style=\"text-align: justify;\">腾讯2025年调整后归母净利润已经达到2596亿元，同比增长17%。如此庞大的利润基数，让公司即使增加数百亿元利润，增速也很难与处于景气爆发期的光模块、芯片设备公司相比。对长期资金而言，这是确定性；对追求超额收益的主动基金而言，却意味着弹性不足。</p><p style=\"text-align: justify;\">公募卖出的其实是一段增长速度，而非腾讯的生存能力。</p><p style=\"text-align: justify;\"><strong>二、腾讯依然赚钱，但AI正在重新分配利润</strong></p><p style=\"text-align: justify;\">从财务数据看，腾讯并没有出现经营恶化。</p><p style=\"text-align: justify;\">2025年，公司收入达到7518亿元，同比增长14%；调整后归母净利润增长17%至2596亿元；自由现金流达到1826亿元，同比增长18%。全年腾讯还投入约800亿港元回购股票。无论盈利质量、现金储备还是股东回报能力，腾讯仍是中国互联网公司中最稳健的资产之一。</p><p style=\"text-align: justify;\">进入2026年，这种稳定性仍在延续。</p><p style=\"text-align: justify;\">一季度腾讯收入1965亿元，同比增长9%；调整后归母净利润679亿元，同比增长11%。营销服务收入增长20%，企业服务收入增长20%，AI广告推荐已经推动广告转化效率和定价提升，AI相关云服务需求也在增加。</p><p style=\"text-align: justify;\">但财报中还有一组更值得关注的数据。</p><p style=\"text-align: justify;\">腾讯一季度调整后经营利润增长9%；剔除混元、元宝、CodeBuddy、WorkBuddy和QClaw等新AI产品的收入、成本和费用后，经营利润原本可以增长17%。换句话说，新一轮AI投入已经将腾讯的经营利润增速压低了约8个百分点。同期，公司资本开支达到319亿元，同比增长16%。</p><p style=\"text-align: justify;\">这正是基金经理最难定价的地方。</p><p style=\"text-align: justify;\">AI已经能够帮助腾讯改善广告效率、提升游戏运营能力和推动云业务增长，但这些收益目前主要体现为原有业务的效率提升。与此同时，模型训练、算力基础设施、人才招聘和AI产品推广产生的成本，会立即进入财务报表。</p><p style=\"text-align: justify;\">市场由此看到了一种暂时错位：AI收益正在缓慢渗透，AI成本却快速确认。</p><p style=\"text-align: justify;\">对于腾讯而言，这些投入是在为微信AI Agent、混元模型和企业级智能体建立长期入口；对于考核周期只有几个季度的资金而言，利润增速放缓会直接影响估值提升空间。</p><p style=\"text-align: justify;\">腾讯的AI优势需要时间兑现，公募基金的净值排名却不会暂停。</p><p style=\"text-align: justify;\"><strong>三、被卖出的还有“互联网估值”，资金正在追逐产业链利润</strong></p><p style=\"text-align: justify;\">腾讯遭遇减持，还反映出AI行情定价方式的变化。</p><p style=\"text-align: justify;\">AI行情早期，市场愿意为模型能力、用户入口和应用想象力买单。进入资本开支加速阶段后，资金开始优先寻找能够直接确认收入的环节：光模块卖出了多少、芯片设备交付了多少、存储价格涨了多少、订单能见度能够延伸到几个季度。</p><p style=\"text-align: justify;\">硬件公司获得订单后，收入和利润可以迅速体现在财报中；平台公司推出AI产品后，还要经历用户教育、商业模式设计、推理成本控制和生态整合。两条路径最终都可能创造价值，但利润兑现的时间并不同步。</p><p style=\"text-align: justify;\">腾讯恰好处在最容易被资金忽视的阶段：传统业务已经足够成熟，AI业务又尚未形成独立且可量化的收入曲线。</p><p style=\"text-align: justify;\">这也解释了一个看似矛盾的现象：腾讯一边被公募减持，一边仍然具备强劲现金流、庞大用户入口和持续回购能力。资金降低腾讯仓位，更多是在提高组合对AI景气度的敏感性，并不能直接推导出腾讯基本面见顶。</p><p style=\"text-align: justify;\">基金经理卖腾讯，也存在现实的组合管理因素。</p><p style=\"text-align: justify;\">腾讯市值大、流动性好、机构持仓长期集中。当基金需要迅速增加光模块、芯片和半导体设备仓位时，减持腾讯、阿里和传统龙头，是释放资金最直接的方式。腾讯因此承担了“资金来源股”的角色：企业经营没有发生突变，却会在市场风格剧烈切换时承受集中卖压。</p><p style=\"text-align: justify;\">这种卖压具有自我强化效应。基金减仓压低股价，股价弱势降低短期相对收益，排名压力又促使更多资金转向强势板块。直到腾讯估值足够低，或者AI商业化出现能够被财报验证的拐点，资金循环才可能反转。</p><p style=\"text-align: justify;\"><strong>结语：公募在追逐利润斜率，腾讯在等待AI收入拐点</strong></p><p style=\"text-align: justify;\">腾讯被公募大规模减持，是一场关于时间、弹性和机会成本的选择。</p><p style=\"text-align: justify;\">公募基金需要在有限仓位中追逐增长最快的产业环节，当前答案指向光模块、芯片和半导体设备。腾讯拥有更稳定的利润、更强的现金流和更广阔的用户入口，但这些优势暂时无法提供同等幅度的盈利预测上修。</p><p style=\"text-align: justify;\">因此，腾讯接下来真正需要证明的，并非游戏还能不能赚钱、广告还能不能增长。这些业务已经足够成熟。</p><p style=\"text-align: justify;\">市场等待的是三件事：AI投入增速何时趋稳，微信及企业级AI产品何时形成规模收入，AI带来的新增利润何时超过模型和算力成本。</p><p style=\"text-align: justify;\">一旦这三个问题得到财报验证，腾讯的身份可能从“成熟互联网现金流资产”重新转向“AI应用平台”。在此之前，公募更愿意购买看得见的订单；腾讯只能用现金流、回购和持续增长，为下一轮估值切换争取时间。</p><p style=\"text-align: justify;\">公募资金卖掉的是当下的速度，腾讯需要交付的是未来的第二条增长曲线。</p></body></html>","source":"lsy1784696265122","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>公募基金二季报：腾讯退出前十大重仓股，成为Q2被减仓最多的公司</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n公募基金二季报：腾讯退出前十大重仓股，成为Q2被减仓最多的公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-22 12:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/_3k-sLbXeIg0tqs4Td7qxg><strong>大滑头</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月22日，腾讯控股盘中一度跌近6%。这场突如其来的下跌，直接导火索来自前一晚披露的公募基金二季报：腾讯退出公募前十大重仓股，并以187.37亿元的减持市值，成为二季度被公募减仓最多的公司。但这笔资金撤退并非一天之内发生。2026年一季度，腾讯已经被公募减持245.74亿元，同样位居减持榜首。连续两个季度下来，腾讯在公募重仓口径下的减持市值超过430亿元。需要注意，所谓“减持市值”是根据基金季报...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/_3k-sLbXeIg0tqs4Td7qxg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/_3k-sLbXeIg0tqs4Td7qxg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159240255","content_text":"7月22日，腾讯控股盘中一度跌近6%。这场突如其来的下跌，直接导火索来自前一晚披露的公募基金二季报：腾讯退出公募前十大重仓股，并以187.37亿元的减持市值，成为二季度被公募减仓最多的公司。但这笔资金撤退并非一天之内发生。2026年一季度，腾讯已经被公募减持245.74亿元，同样位居减持榜首。连续两个季度下来，腾讯在公募重仓口径下的减持市值超过430亿元。需要注意，所谓“减持市值”是根据基金季报持仓变化统计得出的历史数据，并不等于7月22日当天有187亿元资金集中卖出。二季报披露真正产生的影响，是把此前隐藏在水面下的机构调仓公开化。问题也随之而来：一家利润仍在增长、现金流充裕、持续回购股票的公司，为什么会被公募资金连续抛售？答案藏在当前市场最激烈的一场资金迁徙中。一、从头号重仓到减持第一，腾讯输给了资金的“时间表”时间倒回2025年一季度，腾讯曾取代宁德时代，首次成为公募基金头号重仓股。当时，近1200只基金重仓持有腾讯，持股数量超过1.5亿股，重仓市值接近694亿港元。港股互联网估值修复、游戏业务恢复增长、广告利润率改善，共同推动腾讯成为基金经理眼中的“低估值科技核心资产”。一年多之后，市场偏好已经完全改变。2026年二季度，公募前十大重仓股几乎被AI硬件产业链占领。中际旭创、新易盛位居前两名，寒武纪、中微公司、北方华创、兆易创新、源杰科技等公司进入前十。光模块、AI芯片、半导体设备和电子制造，成为主动基金最集中的配置方向；腾讯、阿里巴巴、贵州茅台、中国平安等传统核心资产则集体退出。这种变化意味着，基金经理并没有简单地从科技股撤退，而是在科技板块内部重新选择增长速度。腾讯代表的是相对稳定的利润、现金流和回购。AI硬件公司代表的是订单增长、产能扩张和利润预测快速上修。在一场以年度排名和短期业绩为考核尺度的行情中，后者天然更容易获得资金追逐。腾讯2025年调整后归母净利润已经达到2596亿元，同比增长17%。如此庞大的利润基数，让公司即使增加数百亿元利润，增速也很难与处于景气爆发期的光模块、芯片设备公司相比。对长期资金而言，这是确定性；对追求超额收益的主动基金而言，却意味着弹性不足。公募卖出的其实是一段增长速度，而非腾讯的生存能力。二、腾讯依然赚钱，但AI正在重新分配利润从财务数据看，腾讯并没有出现经营恶化。2025年，公司收入达到7518亿元，同比增长14%；调整后归母净利润增长17%至2596亿元；自由现金流达到1826亿元，同比增长18%。全年腾讯还投入约800亿港元回购股票。无论盈利质量、现金储备还是股东回报能力，腾讯仍是中国互联网公司中最稳健的资产之一。进入2026年，这种稳定性仍在延续。一季度腾讯收入1965亿元，同比增长9%；调整后归母净利润679亿元，同比增长11%。营销服务收入增长20%，企业服务收入增长20%，AI广告推荐已经推动广告转化效率和定价提升，AI相关云服务需求也在增加。但财报中还有一组更值得关注的数据。腾讯一季度调整后经营利润增长9%；剔除混元、元宝、CodeBuddy、WorkBuddy和QClaw等新AI产品的收入、成本和费用后，经营利润原本可以增长17%。换句话说，新一轮AI投入已经将腾讯的经营利润增速压低了约8个百分点。同期，公司资本开支达到319亿元，同比增长16%。这正是基金经理最难定价的地方。AI已经能够帮助腾讯改善广告效率、提升游戏运营能力和推动云业务增长，但这些收益目前主要体现为原有业务的效率提升。与此同时，模型训练、算力基础设施、人才招聘和AI产品推广产生的成本，会立即进入财务报表。市场由此看到了一种暂时错位：AI收益正在缓慢渗透，AI成本却快速确认。对于腾讯而言，这些投入是在为微信AI Agent、混元模型和企业级智能体建立长期入口；对于考核周期只有几个季度的资金而言，利润增速放缓会直接影响估值提升空间。腾讯的AI优势需要时间兑现，公募基金的净值排名却不会暂停。三、被卖出的还有“互联网估值”，资金正在追逐产业链利润腾讯遭遇减持，还反映出AI行情定价方式的变化。AI行情早期，市场愿意为模型能力、用户入口和应用想象力买单。进入资本开支加速阶段后，资金开始优先寻找能够直接确认收入的环节：光模块卖出了多少、芯片设备交付了多少、存储价格涨了多少、订单能见度能够延伸到几个季度。硬件公司获得订单后，收入和利润可以迅速体现在财报中；平台公司推出AI产品后，还要经历用户教育、商业模式设计、推理成本控制和生态整合。两条路径最终都可能创造价值，但利润兑现的时间并不同步。腾讯恰好处在最容易被资金忽视的阶段：传统业务已经足够成熟，AI业务又尚未形成独立且可量化的收入曲线。这也解释了一个看似矛盾的现象：腾讯一边被公募减持，一边仍然具备强劲现金流、庞大用户入口和持续回购能力。资金降低腾讯仓位，更多是在提高组合对AI景气度的敏感性，并不能直接推导出腾讯基本面见顶。基金经理卖腾讯，也存在现实的组合管理因素。腾讯市值大、流动性好、机构持仓长期集中。当基金需要迅速增加光模块、芯片和半导体设备仓位时，减持腾讯、阿里和传统龙头，是释放资金最直接的方式。腾讯因此承担了“资金来源股”的角色：企业经营没有发生突变，却会在市场风格剧烈切换时承受集中卖压。这种卖压具有自我强化效应。基金减仓压低股价，股价弱势降低短期相对收益，排名压力又促使更多资金转向强势板块。直到腾讯估值足够低，或者AI商业化出现能够被财报验证的拐点，资金循环才可能反转。结语：公募在追逐利润斜率，腾讯在等待AI收入拐点腾讯被公募大规模减持，是一场关于时间、弹性和机会成本的选择。公募基金需要在有限仓位中追逐增长最快的产业环节，当前答案指向光模块、芯片和半导体设备。腾讯拥有更稳定的利润、更强的现金流和更广阔的用户入口，但这些优势暂时无法提供同等幅度的盈利预测上修。因此，腾讯接下来真正需要证明的，并非游戏还能不能赚钱、广告还能不能增长。这些业务已经足够成熟。市场等待的是三件事：AI投入增速何时趋稳，微信及企业级AI产品何时形成规模收入，AI带来的新增利润何时超过模型和算力成本。一旦这三个问题得到财报验证，腾讯的身份可能从“成熟互联网现金流资产”重新转向“AI应用平台”。在此之前，公募更愿意购买看得见的订单；腾讯只能用现金流、回购和持续增长，为下一轮估值切换争取时间。公募资金卖掉的是当下的速度，腾讯需要交付的是未来的第二条增长曲线。","news_type":1,"symbols_score_info":{"TCEHY":2,"00700":2}},"isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588588483392152,"gmtCreate":1784729789887,"gmtModify":1784729791618,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"themes":[],"title":"","htmlText":"张坤是个外行","listText":"张坤是个外行","text":"张坤是个外行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588588483392152","repostId":"2653875139","repostType":2,"repost":{"id":"2653875139","kind":"highlight","pubTimestamp":1784715620,"share":"https://www.laohunote.com/m/news/2653875139?lang=zh_CN&edition=full","pubTime":"2026-07-22 18:20","market":"sh","language":"zh","title":"腾讯股价大跌7%：退出公募前十大重仓股行列 面临抛售压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2653875139","media":"雷递网","summary":"腾讯（股票代码：“00700”）今日大跌7%。截至今日收盘，腾讯股价为440.6港元，市值为4万亿港元。腾讯今日的成交额为297.92亿港元。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/83980137853c4bc1b66740b3ccf49912\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 7月22日</span></p><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>（股票代码：“00700”）今日大跌7%。截至今日收盘，腾讯股价为440.6港元，市值为4万亿港元。腾讯今日的成交额为297.92亿港元。</p><p>腾讯将于8月中旬发布2026年上半年的财报。此时正值腾讯的静默期，腾讯无法像往常一样进行回购，阻击公司股价的下跌。</p><p>从基本面来看，外围并无特别大的利空，但腾讯一天依然蒸发掉3000亿港元，腾讯市盈率已降至15倍。</p><p><span>腾讯股价下跌的原因，主要有几点：</span></p><p><span>1，AI投入引发盈利担忧</span></p><p>市场担忧2026年腾讯AI研发与算力投入将翻倍至360亿元以上，短期利润被大幅吞噬；同时混元大模型在消费端的变现能力弱于竞品，腾讯CEO马化腾在股东大会上坦言AI进展慢于对手，外界担忧腾讯在AI领域掉队。</p><p><span>2，资金层面面临抛售压力</span></p><p>2026年第二季度，基金加大了对半导体与集成电路、通信与光模块等领域的投入，虽然近期这些板块回调明显，但依然对腾讯等所谓的“老登股”产生了影响——资金抽离。</p><p>近期，基金二季报密集出炉，基金圈“顶流”张坤也进行了调仓，AI方面，张坤侧重于配置光通信、半导体设备、上游AI原材料等领域，以及国产算力领域，同期，降低了食品饮料、互联网、医药等行业的配置比例。</p><p>市场消息称，公募基金二季度对腾讯的减持市值达187.37亿，腾讯由此退出公募前十大重仓股行列；再叠加腾讯大股东南非报业集团持续减持腾讯，同期，腾讯又无法进行回购，只能被动下跌。</p><p><span>3，估值逻辑发生切换</span></p><p>腾讯传统游戏、广告业务增长平稳但缺乏爆发点，字节跳动在广告与AI应用领域的强势表现挤压了其增长空间，外资将腾讯从“高回购价值股”重新定价为“高投入成长股”，市盈率估值中枢从20倍下调至15倍左右，直接带动股价大幅回调。</p><p><span>4，腾讯回购力度减弱</span></p><p>2026年腾讯累计回购超200亿港元，但相比2025年的千亿级回购规模明显收缩，回购动作难以对冲市场上的减持利空，失去以往的股价托底作用。</p><p>——————————————</p><p>雷递由媒体人雷建平创办，若转载请写明来源。</p></body></html>","source":"leinews_highlight","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-07-22 18:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n34448/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 7月22日腾讯（股票代码：“00700”）今日大跌7%。截至今日收盘，腾讯股价为440.6港元，市值为4万亿港元。腾讯今日的成交额为297.92亿港元。腾讯将于8月中旬发布2026年上半年的财报。此时正值腾讯的静默期，腾讯无法像往常一样进行回购，阻击公司股价的下跌。从基本面来看，外围并无特别大的利空，但腾讯一天依然蒸发掉3000亿港元，腾讯市盈率已降至15倍。腾讯股价下跌的原因，主要...</p>\n\n<a href=\"https://www.leinews.com/n34448/detail.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260722/6392034117784742983568878.jpeg","relate_stocks":{"LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" 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19:45","market":"sh","language":"zh","title":"赛力斯（09927）发布2026年上半年业绩预告：预计净亏15亿至18亿元，去年同期盈利29.41亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1176168538","media":"公告速递","summary":"赛力斯集团股份有限公司7月12日披露2026年半年度业绩预亏公告。公司预计2026年1月1日至6月30日归属上市公司股东的净亏损为人民币15.00亿元至18.00亿元。与2025年同期相比，公司业绩由盈转亏。2025年上半年公司归属上市公司股东的净利润为29.41亿元，扣除非经常性损益后的净利润为24.74亿元。此次业绩预告数据未经独立核数师审计，具体财务数据以公司随后披露的《2026年半年度报告》为准。","content":"<p>赛力斯集团股份有限公司（09927）7月12日披露2026年半年度业绩预亏公告。公司预计2026年1月1日至6月30日归属上市公司股东的净亏损为人民币15.00亿元至18.00亿元。</p>\n<p>与2025年同期相比，公司业绩由盈转亏。2025年上半年公司归属上市公司股东的净利润为29.41亿元，扣除非经常性损益后的净利润为24.74亿元。</p>\n<p>2026年上半年，公司预计归属上市公司股东的扣除非经常性损益后的净亏损为人民币22.00亿元至25.00亿元。</p>\n<p>核心子公司赛力斯汽车有限公司（“问界汽车”）预计2026年上半年归属上市公司股东的净亏损为人民币10.50亿元至13.00亿元；扣除非经常性损益后的净亏损预计为人民币17.00亿元至19.50亿元。</p>\n<p>公司指出，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨影响，生产成本增加；同时基于审慎性原则，对部分存量资产调整账面价值，上述因素导致业绩出现波动。</p>\n<p>赛力斯表示，目前公司保持充裕的现金储备和稳健的资产负债结构，具备持续经营能力和风险抵御能力。此次业绩预告数据未经独立核数师审计，具体财务数据以公司随后披露的《2026年半年度报告》为准。</p>","collect":0,"html":"<!DOCTYPE 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19:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>赛力斯集团股份有限公司（09927）7月12日披露2026年半年度业绩预亏公告。公司预计2026年1月1日至6月30日归属上市公司股东的净亏损为人民币15.00亿元至18.00亿元。</p>\n<p>与2025年同期相比，公司业绩由盈转亏。2025年上半年公司归属上市公司股东的净利润为29.41亿元，扣除非经常性损益后的净利润为24.74亿元。</p>\n<p>2026年上半年，公司预计归属上市公司股东的扣除非经常性损益后的净亏损为人民币22.00亿元至25.00亿元。</p>\n<p>核心子公司赛力斯汽车有限公司（“问界汽车”）预计2026年上半年归属上市公司股东的净亏损为人民币10.50亿元至13.00亿元；扣除非经常性损益后的净亏损预计为人民币17.00亿元至19.50亿元。</p>\n<p>公司指出，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨影响，生产成本增加；同时基于审慎性原则，对部分存量资产调整账面价值，上述因素导致业绩出现波动。</p>\n<p>赛力斯表示，目前公司保持充裕的现金储备和稳健的资产负债结构，具备持续经营能力和风险抵御能力。此次业绩预告数据未经独立核数师审计，具体财务数据以公司随后披露的《2026年半年度报告》为准。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09927":"赛力斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176168538","content_text":"赛力斯集团股份有限公司（09927）7月12日披露2026年半年度业绩预亏公告。公司预计2026年1月1日至6月30日归属上市公司股东的净亏损为人民币15.00亿元至18.00亿元。\n与2025年同期相比，公司业绩由盈转亏。2025年上半年公司归属上市公司股东的净利润为29.41亿元，扣除非经常性损益后的净利润为24.74亿元。\n2026年上半年，公司预计归属上市公司股东的扣除非经常性损益后的净亏损为人民币22.00亿元至25.00亿元。\n核心子公司赛力斯汽车有限公司（“问界汽车”）预计2026年上半年归属上市公司股东的净亏损为人民币10.50亿元至13.00亿元；扣除非经常性损益后的净亏损预计为人民币17.00亿元至19.50亿元。\n公司指出，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨影响，生产成本增加；同时基于审慎性原则，对部分存量资产调整账面价值，上述因素导致业绩出现波动。\n赛力斯表示，目前公司保持充裕的现金储备和稳健的资产负债结构，具备持续经营能力和风险抵御能力。此次业绩预告数据未经独立核数师审计，具体财务数据以公司随后披露的《2026年半年度报告》为准。","news_type":1,"symbols_score_info":{"09927":1}},"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584866554168560,"gmtCreate":1783821186021,"gmtModify":1783821188152,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"themes":[],"title":"","htmlText":"糙","listText":"糙","text":"糙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584866554168560","repostId":"1163262453","repostType":2,"repost":{"id":"1163262453","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1783743592,"share":"https://www.laohunote.com/m/news/1163262453?lang=zh_CN&edition=full","pubTime":"2026-07-11 12:19","market":"us","language":"zh","title":"特朗普：1000枚导弹已瞄准伊朗","url":"https://stock-news.laohu8.com/highlight/detail?id=1163262453","media":"老虎资讯综合","summary":"据新华社消息，美国总统特朗普10日说，1000枚导弹已瞄准伊朗。若伊朗暗杀或试图暗杀他本人，还会有数千枚导弹随即发射。“命令已经下达，美军已准备就绪且有能力，在一年时间内（视情延长），彻底摧毁和消灭伊朗”。此前伊媒报道称，伊朗否认下周与美国进行新一轮谈判。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>据新华社消息，美国总统特朗普10日说，1000枚导弹已瞄准伊朗。若伊朗暗杀或试图暗杀他本人，还会有数千枚导弹随即发射。“命令已经下达，美军已准备就绪且有能力，在一年时间内（视情延长），彻底摧毁和消灭伊朗”。</span></p><p style=\"text-align: left;\">此前<span><strong>伊媒报道称，伊朗否认下周与美国进行新一轮谈判。</strong></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普：1000枚导弹已瞄准伊朗</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普：1000枚导弹已瞄准伊朗\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-11 12:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span>据新华社消息，美国总统特朗普10日说，1000枚导弹已瞄准伊朗。若伊朗暗杀或试图暗杀他本人，还会有数千枚导弹随即发射。“命令已经下达，美军已准备就绪且有能力，在一年时间内（视情延长），彻底摧毁和消灭伊朗”。</span></p><p style=\"text-align: left;\">此前<span><strong>伊媒报道称，伊朗否认下周与美国进行新一轮谈判。</strong></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/09a79b66e163fe698af559ae18d9ecea","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163262453","content_text":"据新华社消息，美国总统特朗普10日说，1000枚导弹已瞄准伊朗。若伊朗暗杀或试图暗杀他本人，还会有数千枚导弹随即发射。“命令已经下达，美军已准备就绪且有能力，在一年时间内（视情延长），彻底摧毁和消灭伊朗”。此前伊媒报道称，伊朗否认下周与美国进行新一轮谈判。","news_type":1,"symbols_score_info":{"CLmain":2,"USO":2}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583606601883648,"gmtCreate":1783511333164,"gmtModify":1783511335048,"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3435615840878311","authorIdStr":"3435615840878311"},"themes":[],"title":"","htmlText":"巨仓 700 伤心","listText":"巨仓 700 伤心","text":"巨仓 700 伤心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583606601883648","repostId":"583564282389200","repostType":1,"repost":{"id":583564282389200,"gmtCreate":1783503180135,"gmtModify":1783503924349,"author":{"id":"3459023715752256","authorId":"3459023715752256","name":"熊猫校长 Ming","avatar":"https://static.tigerbbs.com/d448af67332c14b1126ae724fc7a267c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459023715752256","authorIdStr":"3459023715752256"},"themes":[],"title":"腾讯跌了大半年，最近却又涨了 —— 市场到底在奖励它什么？","htmlText":"如果你手里正好拿着腾讯，或者一直在盯着它 —— 这大半年，你的心情大概坐了趟过山车。 从去年的高点到现在，它跌了三成多，市值蒸发了小两万亿，把不少人套在里面。可最近，它又缓过一口气、涨了回来。 而这大半年里，隔壁的英伟达、台积电、那些做 AI 芯片、存储的，一个比一个涨得凶。 同样是好公司，腾讯凭什么先被冷落大半年，最近又被抬起来？这一跌一涨的背后，市场到底在奖励什么、又在担心什么？ 搞懂这个，比记住任何一个价格都有用。今天讲透它。 先说腾讯前两天干的那件\"看不懂\"的事 七月六号晚上，腾讯把手里的快手股票，一口气卖了一大笔，套现超过 100 亿，卖完之后从快手的\"主要股东\"退了下来。 我看到这条信息后，觉得很好奇：快手现在很便宜（股价比一年前腰斩，只剩一半），还在赚钱，用户还创了新高。一个便宜的、还在赚钱的公司，腾讯为什么这个时候，宁愿割了也要卖？ 我每天都在看着这些公司，和你分享一个大多数人没联想起来的细节 —— 就在卖快手的前几天，腾讯刚刚参投了快手拆出来的\"可灵 AI\"，在这一轮融资中，可灵AI融了近 30 亿美元。 一只手卖掉\"旧的快手\"，一只手买进\"新的 AI 的那块业务\"。腾讯没有离开快手，它是把钱，从旧地方，搬到了 AI 那边。这不是逃跑，是搬家。 为什么急着搬？因为 AI 太烧钱 看一个数就懂了：腾讯自己说，2025 年砸在 AI 上的钱是 180 亿，2026 年要在这个基础上翻倍。 AI 是个吞金兽。谁想上这张桌，就得往里砸天文数字。腾讯要追，就得到处腾子弹 —— 把\"跟 AI 关系不大\"的老资产卖掉，省下钱投给 AI。快手那笔老股权，就是被腾出来的子弹之一。 送你一句可能能用一辈子的话：看一家公司真正在下重注干什么，别听它嘴上说，看它愿意为它卖掉什么、砸多少钱。 现在，回答你憋了大半年的问题：它为什么先跌那么惨？ 重点来了。为什么这么好一家公司，前面能","listText":"如果你手里正好拿着腾讯，或者一直在盯着它 —— 这大半年，你的心情大概坐了趟过山车。 从去年的高点到现在，它跌了三成多，市值蒸发了小两万亿，把不少人套在里面。可最近，它又缓过一口气、涨了回来。 而这大半年里，隔壁的英伟达、台积电、那些做 AI 芯片、存储的，一个比一个涨得凶。 同样是好公司，腾讯凭什么先被冷落大半年，最近又被抬起来？这一跌一涨的背后，市场到底在奖励什么、又在担心什么？ 搞懂这个，比记住任何一个价格都有用。今天讲透它。 先说腾讯前两天干的那件\"看不懂\"的事 七月六号晚上，腾讯把手里的快手股票，一口气卖了一大笔，套现超过 100 亿，卖完之后从快手的\"主要股东\"退了下来。 我看到这条信息后，觉得很好奇：快手现在很便宜（股价比一年前腰斩，只剩一半），还在赚钱，用户还创了新高。一个便宜的、还在赚钱的公司，腾讯为什么这个时候，宁愿割了也要卖？ 我每天都在看着这些公司，和你分享一个大多数人没联想起来的细节 —— 就在卖快手的前几天，腾讯刚刚参投了快手拆出来的\"可灵 AI\"，在这一轮融资中，可灵AI融了近 30 亿美元。 一只手卖掉\"旧的快手\"，一只手买进\"新的 AI 的那块业务\"。腾讯没有离开快手，它是把钱，从旧地方，搬到了 AI 那边。这不是逃跑，是搬家。 为什么急着搬？因为 AI 太烧钱 看一个数就懂了：腾讯自己说，2025 年砸在 AI 上的钱是 180 亿，2026 年要在这个基础上翻倍。 AI 是个吞金兽。谁想上这张桌，就得往里砸天文数字。腾讯要追，就得到处腾子弹 —— 把\"跟 AI 关系不大\"的老资产卖掉，省下钱投给 AI。快手那笔老股权，就是被腾出来的子弹之一。 送你一句可能能用一辈子的话：看一家公司真正在下重注干什么，别听它嘴上说，看它愿意为它卖掉什么、砸多少钱。 现在，回答你憋了大半年的问题：它为什么先跌那么惨？ 重点来了。为什么这么好一家公司，前面能","text":"如果你手里正好拿着腾讯，或者一直在盯着它 —— 这大半年，你的心情大概坐了趟过山车。 从去年的高点到现在，它跌了三成多，市值蒸发了小两万亿，把不少人套在里面。可最近，它又缓过一口气、涨了回来。 而这大半年里，隔壁的英伟达、台积电、那些做 AI 芯片、存储的，一个比一个涨得凶。 同样是好公司，腾讯凭什么先被冷落大半年，最近又被抬起来？这一跌一涨的背后，市场到底在奖励什么、又在担心什么？ 搞懂这个，比记住任何一个价格都有用。今天讲透它。 先说腾讯前两天干的那件\"看不懂\"的事 七月六号晚上，腾讯把手里的快手股票，一口气卖了一大笔，套现超过 100 亿，卖完之后从快手的\"主要股东\"退了下来。 我看到这条信息后，觉得很好奇：快手现在很便宜（股价比一年前腰斩，只剩一半），还在赚钱，用户还创了新高。一个便宜的、还在赚钱的公司，腾讯为什么这个时候，宁愿割了也要卖？ 我每天都在看着这些公司，和你分享一个大多数人没联想起来的细节 —— 就在卖快手的前几天，腾讯刚刚参投了快手拆出来的\"可灵 AI\"，在这一轮融资中，可灵AI融了近 30 亿美元。 一只手卖掉\"旧的快手\"，一只手买进\"新的 AI 的那块业务\"。腾讯没有离开快手，它是把钱，从旧地方，搬到了 AI 那边。这不是逃跑，是搬家。 为什么急着搬？因为 AI 太烧钱 看一个数就懂了：腾讯自己说，2025 年砸在 AI 上的钱是 180 亿，2026 年要在这个基础上翻倍。 AI 是个吞金兽。谁想上这张桌，就得往里砸天文数字。腾讯要追，就得到处腾子弹 —— 把\"跟 AI 关系不大\"的老资产卖掉，省下钱投给 AI。快手那笔老股权，就是被腾出来的子弹之一。 送你一句可能能用一辈子的话：看一家公司真正在下重注干什么，别听它嘴上说，看它愿意为它卖掉什么、砸多少钱。 现在，回答你憋了大半年的问题：它为什么先跌那么惨？ 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left;\"><strong>腾讯控股</strong>旗下全资子公司<strong>Tencent Mobility拟通过大宗交易出售约2.73亿股快手</strong>股份，配售价区间为每股43.15港元至44.53港元，预计最多可套现约16亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股","01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130894858","content_text":"腾讯控股旗下全资子公司Tencent 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