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cornpop
04-10
$和誉-B(02256)$
港股的生态环境已经废了,没有港股通资金不行
cornpop
2023-05-14
都这时候还把握个球
如何把握“中特估”行情?一篇看懂主要逻辑:四大主线和三条辅线
cornpop
2023-03-23
腾讯的风格不就是你们先干,我来抄
腾讯Q4电话会:AI方面将做对的事,不会仓促行事,云业务降本增效基本完成
cornpop
2022-12-07
$XAB.HK 20221229 2.00 PUT$
$XAB.HK 20221229 2.00 PUT$
啊啊啊啊啊
cornpop
2022-11-18
88.8这定价是认真的吗,干嘛不88.88
抱歉,原内容已删除
cornpop
2022-09-07
$老虎证券(TIGR)$
app可以别总瞎改吗,又慢又乱
cornpop
2022-05-04
$Quantumscape Corp.(QS)$
辛格啊,印度人忽悠傻白还是有一套的,晃着脑袋讲一遍ppt,钱到手
cornpop
2022-03-21
$老虎证券(TIGR)$
比富途的资金管理方便太多
cornpop
2022-02-03
$Meta Platforms(FB)$
有这么差吗,现在的财报,只要不到一点预期,就是情绪崩溃
cornpop
2021-10-19
$小米 211129 23.00 CALL(MIU.HK)$
。。。
cornpop
2021-02-17
$COGB.CVR(COGB.CVR)$
这个是啥怎么交易?
cornpop
2020-12-03
$Cogent Biosciences, Inc.(COGT)$
啥破玩意
cornpop
2020-07-22
$INTEC PHARMA LTD(NTEC)$
(⊙o⊙)啥?
cornpop
2020-07-13
$ELECTROCORE INC(ECOR)$
撩啊撩
cornpop
2020-07-09
$UNUM THERAPEUTICS INC(UMRX)$
啧啧啧
cornpop
2020-06-09
$Extraction Oil & Gas Inc.(XOG)$
啧啧啧
cornpop
2020-05-01
$拼多多(PDD)$
45可以
cornpop
2020-04-03
$瑞幸咖啡(LK)$
之前还有人说什么国际投行,这个资本,那个基金,都是什么叮当乱响的名号,全埋。专治各种迷信和不服。
cornpop
2020-03-23
$瑞幸咖啡(LK)$
还六十,我等到你十六
cornpop
2020-02-21
$瑞幸咖啡(LK)$
瑞幸未来已经画好了[笑哭]
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/02256\">$和誉-B(02256)$ </a> 港股的生态环境已经废了,没有港股通资金不行","listText":"<a href=\"https://laohu8.com/S/02256\">$和誉-B(02256)$ </a> 港股的生态环境已经废了,没有港股通资金不行","text":"$和誉-B(02256)$ 港股的生态环境已经废了,没有港股通资金不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293799656902888","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656782135,"gmtCreate":1684048195327,"gmtModify":1684048196992,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"都这时候还把握个球","listText":"都这时候还把握个球","text":"都这时候还把握个球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656782135","repostId":"1133932406","repostType":2,"repost":{"id":"1133932406","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":1684021385,"share":"https://www.laohu8.com/m/news/1133932406?lang=&edition=full","pubTime":"2023-05-14 07:43","market":"sh","language":"zh","title":"如何把握“中特估”行情?一篇看懂主要逻辑:四大主线和三条辅线","url":"https://stock-news.laohu8.com/highlight/detail?id=1133932406","media":"华尔街见闻","summary":"广发证券指出,本轮央企改革“站位更高、格局更大、任务更急”,从四大主线和三条辅助线索(重组改革/“世界一流”/产业转型/“一利五率”;高股息率/投关管理/资本开支)把握重估动能。国企改革进入新阶段,“","content":"<html><head></head><body><blockquote>广发证券指出,本轮央企改革“站位更高、格局更大、任务更急”,从四大主线和三条辅助线索(重组改革/“世界一流”/产业转型/“一利五率”;高股息率/投关管理/资本开支)把握重估动能。</blockquote><p style=\"text-align: justify;\">国企改革进入新阶段,“中特估”概念迎来大爆发,成为近期贯穿沪深两市的主线,本轮央国企重估应该把握哪些方向?</p><p style=\"text-align: justify;\">广发证券在最新的报告中全面梳理央国企重估核心逻辑,从四大主线和三条辅助线索解读重估动能。</p><p style=\"text-align: justify;\">改革开放以来我国四轮国企改革阶段图,如今新一轮国企改革蓄势待发。</p><p style=\"text-align: justify;\"><strong>广发证券分析师戴康指出,本轮改革“站位更高、格局更大、任务更急”:“中国式现代化→中国特色估值体系→对标世界一流企业→国际国内核心竞争力→现代化产业体系→价值创新创造”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e6660613189b9b3e1c5592f7341bc3c\" tg-width=\"640\" tg-height=\"366\"/></p><p><strong>四大主线</strong></p><p style=\"text-align: justify;\"><strong>1、上市平台改革</strong></p><p style=\"text-align: justify;\">广发证券指出,本轮上市平台改革政策确定性强、路径清晰,目的为推进央企专业化整合、做强做精优势主业。</p><blockquote>目前,专业化整合主要集中在军工、电力、钢铁等重点领域。根据国资委《提高央企控股上市公司质量工作方案》,2024年底前要求调整盘活一批上市平台。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cab0012c907972897e1e99d5b4a7b12\" tg-width=\"640\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">根据国资委《提高央企控股上市公司质量工作方案》,关注一下三方面的标的:</p><blockquote>(1) 同业竞争资产重组,利于盘活缺乏持续经营能力、长期丧失融资功能的存量资产,或者加强优质资产集中度,如中航电子换股吸收合并中航机电,关注央企集团旗下具有2家及以上上市平台,且主营业务重合度高的标的;</blockquote><blockquote>(2)分拆上市,利于母公司剥离非优势业务、子公司拓宽融资渠道及提高经营效率,如中国联通分拆子公司智网科技至科创板上市,关注央企集团旗下上市平台数量少或仅1家、主业集中度低的标的;</blockquote><blockquote>(3)未上市资产注入,利于优质资产向上市公司汇集或盘活存量资产,如中航电测拟收购成飞集团,关注资产证券化率相对低的央企集团,即具备一定未上市优质。</blockquote><p style=\"text-align: justify;\"><strong>2、对标国际龙头</strong></p><p style=\"text-align: justify;\">广发证券指出,前后两批世界一流示范央企在ROE和盈利增速上逐步赶超央企整体水平,尤其重视研发投入,根据3月31日国资委副主任翁杰明表述,世界一流示范企业力争研发投入强度超过行业平均值2倍以上。</p><p style=\"text-align: justify;\">国资委从“五维度”定义“世界一流”,“主业突出、技术领先、管理先进、绩效优秀、全球资源配置能力强”的世界一流企业,可以对应相关路径:</p><blockquote>路径一:对标国际龙头存在ROE修复空间,提高国际化经营能力。PB-ROE视角下,石油石化、工程机械、电力等行业的世界一流示范央企与国际龙头差距相对 较大,着力提高国际竞争力,尤其是传统能源行业。</blockquote><blockquote>路径二:央企“一带一路”参与度仍有提升空间。目前电力、交运、建筑等基 建类央企参与“一带一路”建设较多,据国资委公布数据,已有81家央企参与沿线 项目超过3400个,“十三五”期间央企实现海外营业收入超过24万亿元,对外投资收益率达到6.7%。据绿色“一带一路”中心官网数据,2020年参与投资 “一带一路” 国家项目的主要是央企。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f314a2b0369d4378e2a3aa64d6a9a72\" tg-width=\"640\" tg-height=\"444\"/></p><p style=\"text-align: justify;\"><strong>3、产业结构升级</strong></p><p style=\"text-align: justify;\">第三条主线为产业结构升级,广发证券指出,央国企参与构建现代化产业体系是题中应有之意,一方面契合我国经济结构转型升级的大势,另一方面以创新发展促央企内生增长,</p><blockquote>转型方向之一:自主创新能力。一方面,聚焦打造产业链链长企业;另一方面,在战略性新兴产业打造央企集团,比如半导体、新能源、操作系统、软件开发、 新材料等领域。</blockquote><blockquote>转型方向之二:数字化能力。 我国央企正有序推进数字化转型行动计划,据《数字国资》最新统计,目前超60 家央企公布了数字化转型战略,主要聚焦在智慧能源和智慧交通领域。</blockquote><blockquote>转型方向之三:绿色低碳能力。 央企实现绿色低碳转型共有五个重点方向:①传统产业低碳改造②布局新能源,推动能源结构优化、非化石能源占比提高;③发展循环经济④攻关绿色低碳技术⑤建立绿色投融机制等。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a364d94e377f127a1617415130dcff\" tg-width=\"640\" tg-height=\"315\"/></p><p style=\"text-align: justify;\"><strong>4、“一利五率”经营考核</strong></p><p style=\"text-align: justify;\">国资委将央企经营指标体系由“两利四率”调整为“一利五率”,增强上市央企业绩预期:</p><blockquote>1. “一增”:利润总额增速维持超GDP增速的目标;</blockquote><blockquote>2. “一稳”:资产负债率维持稳定在65%左右,根据国资委官网数据,22年央企资产负债率64.8%;</blockquote><blockquote>3. “四提高”:新增的ROE、营业现金比率指标以及原有的研发投入强度、全员劳动生产率指标继续提高。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a67b0a3a67c485669716687b06e49010\" tg-width=\"640\" tg-height=\"422\"/></p><p style=\"text-align: justify;\">因此,广发证券认为,应关注新增ROE、营业现金比率指标,指向行业:(1)ROE相对高且当前相对民 企低估的航运港口/电池/乘用车/化学原料;(2)营业现金比率相对高且当前相对民企低估的证券/航运港口/通信服务/保险/煤炭开采。</p><p><strong>三大辅线</strong></p><p style=\"text-align: justify;\"><strong>1、高股息权重升</strong></p><p style=\"text-align: justify;\">广发证券指出,国央企承担社会价值、重视股东回报(高股息),是国民经济的“压舱石”, 行业上主要集中于军工、电力、通信、机械设备等攸关国民经济的重点工业领域。</p><blockquote>第一,国央企重视股东回报,以高股息率践行国有资本的社会责任,5月9日, 三只中证国新央企股东回报ETF(广发、汇添富、招商)发布募集公告,该指数反映 高股东回报率(高股息率/回购率)央企的整体表现。第二,国央企中高ESG评级企业明显多于民企,且集中在军工、交运、计算机等央企低估行业。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc19e50f97190a0ae09cecdf57b31430\" tg-width=\"640\" tg-height=\"396\"/></p><p style=\"text-align: justify;\"><strong>2、投资者关注度</strong></p><p style=\"text-align: justify;\">国央企的机构调研及个股关注度偏低,表明市场对国央企上市公司的价值认同度不足。相较于民营企业,股东对业绩的诉求较为宽松,更多是要求企业完成社会责任。</p><p style=\"text-align: justify;\">然而,广发证券认为,社会责任与社会价值具有很高的正外部性,难以在现有的西方传统估值体系 、下有所衡量,进而造成了承担了更多社会责任的国有企业估值偏低的结果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96741be44b3789547886aea32fddb056\" tg-width=\"640\" tg-height=\"427\"/></p><p style=\"text-align: justify;\"><strong>3、加杠杆空间高</strong></p><p style=\"text-align: justify;\">2023年央企将加大关键领域投资力度,尤其是战略性新兴产业。根据广发证券总结,目前央企处于资本开支上行周期,投资的方向亦符合央企产业转型方向:</p><blockquote>1. 新基建,包含:(1)数字基建,如5G、数据中心、工业互联网、物联网、 算力基础设施;(2)新能源基建,如新能源充电桩、特高压。</blockquote><blockquote>2. 产业链强链补链,聚焦高端装备、新一代信息技术、新材料等领域。</blockquote><blockquote>3. 国家重大项目,包含国家“十四五”102个重大工程、中央企业“十四五”规划确定的1400项重大投资项目,如电网电力企业参与风光大基地项目等。</blockquote><blockquote>4. 前瞻战略性新兴产业,主要包含前沿技术研发及应用,包括AI、量子计算、 生物制造、新能源等。</blockquote></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>如何把握“中特估”行情?一篇看懂主要逻辑:四大主线和三条辅线</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如何把握“中特估”行情?一篇看懂主要逻辑:四大主线和三条辅线\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\">2023-05-14 07:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>广发证券指出,本轮央企改革“站位更高、格局更大、任务更急”,从四大主线和三条辅助线索(重组改革/“世界一流”/产业转型/“一利五率”;高股息率/投关管理/资本开支)把握重估动能。</blockquote><p style=\"text-align: justify;\">国企改革进入新阶段,“中特估”概念迎来大爆发,成为近期贯穿沪深两市的主线,本轮央国企重估应该把握哪些方向?</p><p style=\"text-align: justify;\">广发证券在最新的报告中全面梳理央国企重估核心逻辑,从四大主线和三条辅助线索解读重估动能。</p><p style=\"text-align: justify;\">改革开放以来我国四轮国企改革阶段图,如今新一轮国企改革蓄势待发。</p><p style=\"text-align: justify;\"><strong>广发证券分析师戴康指出,本轮改革“站位更高、格局更大、任务更急”:“中国式现代化→中国特色估值体系→对标世界一流企业→国际国内核心竞争力→现代化产业体系→价值创新创造”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e6660613189b9b3e1c5592f7341bc3c\" tg-width=\"640\" tg-height=\"366\"/></p><p><strong>四大主线</strong></p><p style=\"text-align: justify;\"><strong>1、上市平台改革</strong></p><p style=\"text-align: justify;\">广发证券指出,本轮上市平台改革政策确定性强、路径清晰,目的为推进央企专业化整合、做强做精优势主业。</p><blockquote>目前,专业化整合主要集中在军工、电力、钢铁等重点领域。根据国资委《提高央企控股上市公司质量工作方案》,2024年底前要求调整盘活一批上市平台。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cab0012c907972897e1e99d5b4a7b12\" tg-width=\"640\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">根据国资委《提高央企控股上市公司质量工作方案》,关注一下三方面的标的:</p><blockquote>(1) 同业竞争资产重组,利于盘活缺乏持续经营能力、长期丧失融资功能的存量资产,或者加强优质资产集中度,如中航电子换股吸收合并中航机电,关注央企集团旗下具有2家及以上上市平台,且主营业务重合度高的标的;</blockquote><blockquote>(2)分拆上市,利于母公司剥离非优势业务、子公司拓宽融资渠道及提高经营效率,如中国联通分拆子公司智网科技至科创板上市,关注央企集团旗下上市平台数量少或仅1家、主业集中度低的标的;</blockquote><blockquote>(3)未上市资产注入,利于优质资产向上市公司汇集或盘活存量资产,如中航电测拟收购成飞集团,关注资产证券化率相对低的央企集团,即具备一定未上市优质。</blockquote><p style=\"text-align: justify;\"><strong>2、对标国际龙头</strong></p><p style=\"text-align: justify;\">广发证券指出,前后两批世界一流示范央企在ROE和盈利增速上逐步赶超央企整体水平,尤其重视研发投入,根据3月31日国资委副主任翁杰明表述,世界一流示范企业力争研发投入强度超过行业平均值2倍以上。</p><p style=\"text-align: justify;\">国资委从“五维度”定义“世界一流”,“主业突出、技术领先、管理先进、绩效优秀、全球资源配置能力强”的世界一流企业,可以对应相关路径:</p><blockquote>路径一:对标国际龙头存在ROE修复空间,提高国际化经营能力。PB-ROE视角下,石油石化、工程机械、电力等行业的世界一流示范央企与国际龙头差距相对 较大,着力提高国际竞争力,尤其是传统能源行业。</blockquote><blockquote>路径二:央企“一带一路”参与度仍有提升空间。目前电力、交运、建筑等基 建类央企参与“一带一路”建设较多,据国资委公布数据,已有81家央企参与沿线 项目超过3400个,“十三五”期间央企实现海外营业收入超过24万亿元,对外投资收益率达到6.7%。据绿色“一带一路”中心官网数据,2020年参与投资 “一带一路” 国家项目的主要是央企。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f314a2b0369d4378e2a3aa64d6a9a72\" tg-width=\"640\" tg-height=\"444\"/></p><p style=\"text-align: justify;\"><strong>3、产业结构升级</strong></p><p style=\"text-align: justify;\">第三条主线为产业结构升级,广发证券指出,央国企参与构建现代化产业体系是题中应有之意,一方面契合我国经济结构转型升级的大势,另一方面以创新发展促央企内生增长,</p><blockquote>转型方向之一:自主创新能力。一方面,聚焦打造产业链链长企业;另一方面,在战略性新兴产业打造央企集团,比如半导体、新能源、操作系统、软件开发、 新材料等领域。</blockquote><blockquote>转型方向之二:数字化能力。 我国央企正有序推进数字化转型行动计划,据《数字国资》最新统计,目前超60 家央企公布了数字化转型战略,主要聚焦在智慧能源和智慧交通领域。</blockquote><blockquote>转型方向之三:绿色低碳能力。 央企实现绿色低碳转型共有五个重点方向:①传统产业低碳改造②布局新能源,推动能源结构优化、非化石能源占比提高;③发展循环经济④攻关绿色低碳技术⑤建立绿色投融机制等。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a364d94e377f127a1617415130dcff\" tg-width=\"640\" tg-height=\"315\"/></p><p style=\"text-align: justify;\"><strong>4、“一利五率”经营考核</strong></p><p style=\"text-align: justify;\">国资委将央企经营指标体系由“两利四率”调整为“一利五率”,增强上市央企业绩预期:</p><blockquote>1. “一增”:利润总额增速维持超GDP增速的目标;</blockquote><blockquote>2. “一稳”:资产负债率维持稳定在65%左右,根据国资委官网数据,22年央企资产负债率64.8%;</blockquote><blockquote>3. “四提高”:新增的ROE、营业现金比率指标以及原有的研发投入强度、全员劳动生产率指标继续提高。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a67b0a3a67c485669716687b06e49010\" tg-width=\"640\" tg-height=\"422\"/></p><p style=\"text-align: justify;\">因此,广发证券认为,应关注新增ROE、营业现金比率指标,指向行业:(1)ROE相对高且当前相对民 企低估的航运港口/电池/乘用车/化学原料;(2)营业现金比率相对高且当前相对民企低估的证券/航运港口/通信服务/保险/煤炭开采。</p><p><strong>三大辅线</strong></p><p style=\"text-align: justify;\"><strong>1、高股息权重升</strong></p><p style=\"text-align: justify;\">广发证券指出,国央企承担社会价值、重视股东回报(高股息),是国民经济的“压舱石”, 行业上主要集中于军工、电力、通信、机械设备等攸关国民经济的重点工业领域。</p><blockquote>第一,国央企重视股东回报,以高股息率践行国有资本的社会责任,5月9日, 三只中证国新央企股东回报ETF(广发、汇添富、招商)发布募集公告,该指数反映 高股东回报率(高股息率/回购率)央企的整体表现。第二,国央企中高ESG评级企业明显多于民企,且集中在军工、交运、计算机等央企低估行业。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc19e50f97190a0ae09cecdf57b31430\" tg-width=\"640\" tg-height=\"396\"/></p><p style=\"text-align: justify;\"><strong>2、投资者关注度</strong></p><p style=\"text-align: justify;\">国央企的机构调研及个股关注度偏低,表明市场对国央企上市公司的价值认同度不足。相较于民营企业,股东对业绩的诉求较为宽松,更多是要求企业完成社会责任。</p><p style=\"text-align: justify;\">然而,广发证券认为,社会责任与社会价值具有很高的正外部性,难以在现有的西方传统估值体系 、下有所衡量,进而造成了承担了更多社会责任的国有企业估值偏低的结果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96741be44b3789547886aea32fddb056\" tg-width=\"640\" tg-height=\"427\"/></p><p style=\"text-align: justify;\"><strong>3、加杠杆空间高</strong></p><p style=\"text-align: justify;\">2023年央企将加大关键领域投资力度,尤其是战略性新兴产业。根据广发证券总结,目前央企处于资本开支上行周期,投资的方向亦符合央企产业转型方向:</p><blockquote>1. 新基建,包含:(1)数字基建,如5G、数据中心、工业互联网、物联网、 算力基础设施;(2)新能源基建,如新能源充电桩、特高压。</blockquote><blockquote>2. 产业链强链补链,聚焦高端装备、新一代信息技术、新材料等领域。</blockquote><blockquote>3. 国家重大项目,包含国家“十四五”102个重大工程、中央企业“十四五”规划确定的1400项重大投资项目,如电网电力企业参与风光大基地项目等。</blockquote><blockquote>4. 前瞻战略性新兴产业,主要包含前沿技术研发及应用,包括AI、量子计算、 生物制造、新能源等。</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133932406","content_text":"广发证券指出,本轮央企改革“站位更高、格局更大、任务更急”,从四大主线和三条辅助线索(重组改革/“世界一流”/产业转型/“一利五率”;高股息率/投关管理/资本开支)把握重估动能。国企改革进入新阶段,“中特估”概念迎来大爆发,成为近期贯穿沪深两市的主线,本轮央国企重估应该把握哪些方向?广发证券在最新的报告中全面梳理央国企重估核心逻辑,从四大主线和三条辅助线索解读重估动能。改革开放以来我国四轮国企改革阶段图,如今新一轮国企改革蓄势待发。广发证券分析师戴康指出,本轮改革“站位更高、格局更大、任务更急”:“中国式现代化→中国特色估值体系→对标世界一流企业→国际国内核心竞争力→现代化产业体系→价值创新创造”。四大主线1、上市平台改革广发证券指出,本轮上市平台改革政策确定性强、路径清晰,目的为推进央企专业化整合、做强做精优势主业。目前,专业化整合主要集中在军工、电力、钢铁等重点领域。根据国资委《提高央企控股上市公司质量工作方案》,2024年底前要求调整盘活一批上市平台。根据国资委《提高央企控股上市公司质量工作方案》,关注一下三方面的标的:(1) 同业竞争资产重组,利于盘活缺乏持续经营能力、长期丧失融资功能的存量资产,或者加强优质资产集中度,如中航电子换股吸收合并中航机电,关注央企集团旗下具有2家及以上上市平台,且主营业务重合度高的标的;(2)分拆上市,利于母公司剥离非优势业务、子公司拓宽融资渠道及提高经营效率,如中国联通分拆子公司智网科技至科创板上市,关注央企集团旗下上市平台数量少或仅1家、主业集中度低的标的;(3)未上市资产注入,利于优质资产向上市公司汇集或盘活存量资产,如中航电测拟收购成飞集团,关注资产证券化率相对低的央企集团,即具备一定未上市优质。2、对标国际龙头广发证券指出,前后两批世界一流示范央企在ROE和盈利增速上逐步赶超央企整体水平,尤其重视研发投入,根据3月31日国资委副主任翁杰明表述,世界一流示范企业力争研发投入强度超过行业平均值2倍以上。国资委从“五维度”定义“世界一流”,“主业突出、技术领先、管理先进、绩效优秀、全球资源配置能力强”的世界一流企业,可以对应相关路径:路径一:对标国际龙头存在ROE修复空间,提高国际化经营能力。PB-ROE视角下,石油石化、工程机械、电力等行业的世界一流示范央企与国际龙头差距相对 较大,着力提高国际竞争力,尤其是传统能源行业。路径二:央企“一带一路”参与度仍有提升空间。目前电力、交运、建筑等基 建类央企参与“一带一路”建设较多,据国资委公布数据,已有81家央企参与沿线 项目超过3400个,“十三五”期间央企实现海外营业收入超过24万亿元,对外投资收益率达到6.7%。据绿色“一带一路”中心官网数据,2020年参与投资 “一带一路” 国家项目的主要是央企。3、产业结构升级第三条主线为产业结构升级,广发证券指出,央国企参与构建现代化产业体系是题中应有之意,一方面契合我国经济结构转型升级的大势,另一方面以创新发展促央企内生增长,转型方向之一:自主创新能力。一方面,聚焦打造产业链链长企业;另一方面,在战略性新兴产业打造央企集团,比如半导体、新能源、操作系统、软件开发、 新材料等领域。转型方向之二:数字化能力。 我国央企正有序推进数字化转型行动计划,据《数字国资》最新统计,目前超60 家央企公布了数字化转型战略,主要聚焦在智慧能源和智慧交通领域。转型方向之三:绿色低碳能力。 央企实现绿色低碳转型共有五个重点方向:①传统产业低碳改造②布局新能源,推动能源结构优化、非化石能源占比提高;③发展循环经济④攻关绿色低碳技术⑤建立绿色投融机制等。4、“一利五率”经营考核国资委将央企经营指标体系由“两利四率”调整为“一利五率”,增强上市央企业绩预期:1. “一增”:利润总额增速维持超GDP增速的目标;2. “一稳”:资产负债率维持稳定在65%左右,根据国资委官网数据,22年央企资产负债率64.8%;3. “四提高”:新增的ROE、营业现金比率指标以及原有的研发投入强度、全员劳动生产率指标继续提高。因此,广发证券认为,应关注新增ROE、营业现金比率指标,指向行业:(1)ROE相对高且当前相对民 企低估的航运港口/电池/乘用车/化学原料;(2)营业现金比率相对高且当前相对民企低估的证券/航运港口/通信服务/保险/煤炭开采。三大辅线1、高股息权重升广发证券指出,国央企承担社会价值、重视股东回报(高股息),是国民经济的“压舱石”, 行业上主要集中于军工、电力、通信、机械设备等攸关国民经济的重点工业领域。第一,国央企重视股东回报,以高股息率践行国有资本的社会责任,5月9日, 三只中证国新央企股东回报ETF(广发、汇添富、招商)发布募集公告,该指数反映 高股东回报率(高股息率/回购率)央企的整体表现。第二,国央企中高ESG评级企业明显多于民企,且集中在军工、交运、计算机等央企低估行业。2、投资者关注度国央企的机构调研及个股关注度偏低,表明市场对国央企上市公司的价值认同度不足。相较于民营企业,股东对业绩的诉求较为宽松,更多是要求企业完成社会责任。然而,广发证券认为,社会责任与社会价值具有很高的正外部性,难以在现有的西方传统估值体系 、下有所衡量,进而造成了承担了更多社会责任的国有企业估值偏低的结果。3、加杠杆空间高2023年央企将加大关键领域投资力度,尤其是战略性新兴产业。根据广发证券总结,目前央企处于资本开支上行周期,投资的方向亦符合央企产业转型方向:1. 新基建,包含:(1)数字基建,如5G、数据中心、工业互联网、物联网、 算力基础设施;(2)新能源基建,如新能源充电桩、特高压。2. 产业链强链补链,聚焦高端装备、新一代信息技术、新材料等领域。3. 国家重大项目,包含国家“十四五”102个重大工程、中央企业“十四五”规划确定的1400项重大投资项目,如电网电力企业参与风光大基地项目等。4. 前瞻战略性新兴产业,主要包含前沿技术研发及应用,包括AI、量子计算、 生物制造、新能源等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650750661,"gmtCreate":1679533616053,"gmtModify":1679533617975,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"腾讯的风格不就是你们先干,我来抄","listText":"腾讯的风格不就是你们先干,我来抄","text":"腾讯的风格不就是你们先干,我来抄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650750661","repostId":"2321399997","repostType":2,"repost":{"id":"2321399997","pubTimestamp":1679527909,"share":"https://www.laohu8.com/m/news/2321399997?lang=&edition=full","pubTime":"2023-03-23 07:31","market":"hk","language":"zh","title":"腾讯Q4电话会:AI方面将做对的事,不会仓促行事,云业务降本增效基本完成","url":"https://stock-news.laohu8.com/highlight/detail?id=2321399997","media":"华尔街见闻","summary":"腾讯称其AI策略是,公司将努力把AI做好,而不是仓促行事。腾讯要确保基础模型是在坚实的基础上正确构建的。此外,腾讯认为,聊天机器人是未来将推出的众多应用程序之一。 因此,腾讯可以随着时间的推移实际建立新的商机,而不是必须立即应对的业务威胁,这实际上使公司能够集中资源。","content":"<html><head></head><body><blockquote>腾讯称其AI策略是,公司将努力把AI做好,而不是仓促行事。腾讯要确保基础模型是在坚实的基础上正确构建的。此外,腾讯认为,聊天机器人是未来将推出的众多应用程序之一。 因此,腾讯可以随着时间的推移实际建立新的商机,而不是必须立即应对的业务威胁,这实际上使公司能够集中资源。</blockquote><p>3月22日周三下午,<a href=\"https://laohu8.com/S/00700\">腾讯</a>公布了2022年第四季度和全年财报。结果显示,腾讯去年第四季度整体营收基本与去年持平,但扭转了连续两个季度的颓势,四季度净利润恢复了两位数增长。</p><p>晚8点,腾讯管理层召开2022年第四季度和全年财报电话会。腾讯董事长兼首席执行官马化腾、执行董事刘炽平、首席战略官James Mitchell等人参加了本次电话会。</p><p>就广告业务前景而言,腾讯认为广告商普遍对今年中国消费复苏持谨慎乐观态度,微信视频号广告的需求非常可观,由于微信小程序快速增长,过去很少在腾讯身上做广告的大型电子商务公司最近几个月变得更加活跃。</p><p>在被问及AIGC等AI技术的应用时,腾讯方面表示,未来将投入大量资源并建立自己的基础模型,并将其整合进公司的所有业务中。<b>不过腾讯表示,将做对的事,不会仓促行事。</b></p><p>腾讯称未来将推出类似ChattGPT的聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>产品,公司有能力构建这样的产品,腾讯有网络应用案例,有数据,有强大的云计算基础设施,在构建人工智能应用程序方面也有着悠久的历史,更重要的是,有非常强大的云业务,相关技术可以帮助公司创建非常大的芯片集群,能够满足大模型训练所需的性能。</p><p>腾讯还表示,AIGC可以用来提升腾讯旗下旗舰产品的用户体验。未来可能每一个用户都会有人工智能助理,<b>如果效果好,有可能将生成式AI纳入微信和QQ。</b></p><p>腾讯将增加直播带货领域的投资,直播带货对于视频号的发展是一个好机会,但这需要时间。腾讯表示,<a href=\"https://laohu8.com/S/FTFT\">未来金融科技</a>业务的基本转化率将保持稳定,会考虑如何推出增值服务,让商家获得更好的转化率,就长期可以开发的金融产品而言,未来可能推出财富管理、贷款、保险等服务。同时,将更加注重与现有持牌<a href=\"https://laohu8.com/S/FISI\">金融机构</a>的合作。</p><p>视频号方面,腾讯表示,虽然目前人均用户时长确实比短视频上的用户少很多,但这个数字一直在持续增长,腾讯的推荐算法还在不断改进,随着公司创意社区规模和高质量内容的数量不断增长,有更多的能力让用户花费更多时间在内容上,平均花费时间边长,但总花费时间会减少。</p><p>在被问及2023年利润展望时,腾讯并没有给出具体的利润率预测,但表示广告等细分业务利润率可能会出现波动,随着行业持续复苏,视频号的贡献不断增加,2023 年应该会实现正增长。</p><p><b>以下是电话会实录:</b></p><p><b>问题一:广告业务的复苏情况</b></p><p><b>腾讯回应:</b></p><p>就整体前景而言,我们相信广告商对今年中国消费复苏普遍持审慎乐观态度。对于销售高价商品的公司来说,每一品类都有不一样的情况,但他们都知道中国消费者在过去3年里积累了大量的超额储蓄。在某种程度上,他们将有机会利用这些储蓄,也将从中受益。特别是腾讯,我们看到有很大的需求,以短视频的形式向以前无法接触到的消费者做广告。从这个角度来看,我们的视频帐户是非常有吸引力的。</p><p>我们在某些类别的广告客户中看到了巨大的潜在需求,特别是来自电子商务平台,来自快速消费品,来自游戏等领域。我们看到一些大的电子商务公司过去在我们身上做广告比较少,但最近几个月变得更加活跃。这基于应用程序的游戏公司有越来越多的机会接触到那些已经在玩不同类型游戏的人。对于快速消费品公司来说,他们找到了点击购买的机会,在这个机会中,库存广告非常有效的,并与他们的需求保持一致。</p><p><b>第二个问题:如何应对ChatGPT带来的机会挑战</b></p><p><b>腾讯回应:</b></p><p>我们确实相信这对我们来说是一种增长。原因是因为我们的业务实际上主要是社交、通信和游戏业务,这意味着它主要是用户对用户。生成式AI涉及非常高质量的内容。因此,这些业务可以由这些生成式AI和基础模型技术进行补充。但它们不一定那么容易被此类技术破坏。因此,我们将采取的战略肯定是投入大量资源并建立我们的基础模型,因为我们认为这将在未来增加到我们的每一个业务线中。</p><p>同时,AI实际上也可以帮助我们开展新的业务,并帮助我们向用户赋能。</p><p>我们的策略是,我们将努力把AI做好,而不是仓促行事。我们要确保基础模型是在坚实的基础上正确构建的。在我们看来,第一个版本实际上是我们将要推出的众多迭代中的一个。这是一个长期的过程,涉及非常多的迭代。我们还相信,聊天机器人是未来将推出的众多应用程序之一。 因此,这是我们可以随着时间的推移实际建立新的商机,而不是我们必须立即应对的业务威胁,这实际上使我们能够集中资源。</p><p>与此同时,腾讯将以可持续的方式培养我们的能力并建立我们的模型。我们确实相信我们有很强的竞争力,我们有数据,非常强大的云计算基础设施,我们在构建人工智能应用程序以补充我们现有业务方面也有着悠久的历史。在基础设施方面,我们确实有足够的芯片来创建模型。这都不是问题。更重要的是,我们觉得我们实际上拥有非常强大的云业务,相关技术是以可扩展和高密度的方式真正安排和利用芯片,这样我们就可以创建非常大的芯片集群,真正交付训练这些非常大的模型所需的性能,尤其是当模型在几次迭代后变得越来越复杂时。</p><p>就商业前景而言,我认为AI将带来几何级数的增长,这意味着它将沿着改进货币化的方向改进我们现有的业务。想象一下,广告实际上可以通过针对用户的高度针对性的生成内容来改进,这些内容可以非常非常有效地提高转化率,它实际上可以提高效率。此外,我们的许多内容平台和内容业务实际上可以利用这些工具为创作者和我们自己生成内容,成本效率更高,而这种体验会更具吸引力。</p><p>同时,我们会为这些新机会寻找新的商机。 我认为商业模式可能会随着时间的推移而发展,就像互联网的历史一样。 你首先要创造一些有用的东西,随着时间的推移,你会想到正确的商业模式。 但没有这对我们来说实际上是一个非常令人兴奋的机会。</p><p>就生成式AI而言,我们现在很自然地将其中一些技术融入我们的旗舰产品,如QQ,我们实际上可以提高用户体验的效率。 例如,我们实际上可以让小程序开发者用这些技术以更快的速度开发小程序。我们还可以为我们的旗舰产品改善客户服务,让每个人背后都有一个客户服务助理,这些都是可能的。未来有很多可能性,这就是为什么我们称之为几何级数的增长。</p><p><b>第三个问题:降本增效是否已经完成?</b></p><p><b>腾讯回应:</b></p><p>在云业务方面,我们认为我们的优化调整在很大程度上已经完成了,这是一个相当痛苦的过程。但经过全公司的努力,我认为该业务实际上处于更具可持续性和更高质量的状态。我们将看到随着业务进入正确的状态,我们将看到正常的增长。现在是企业客户推动更高增长的时候了。</p><p>在战略转变之后,我认为我们拥有一个更加专注、灵活和高效的组织。我们的产品组合专注于高利润、高附加值以及自主开发和经常性收入。同时,他们可以改进业务的运营程序,因为我们更有能力管理眼睛成本、业务的一部分以及为客户提供更好的服务。</p><p>我认为整体业务的质量已经提高,我们现在处于追求高增长的正确模式,尤其是在2023年下半年将会有明显的变化。</p><p><b>第四个问题:直播电商</b></p><p><b>腾讯回应:</b></p><p>在直播电商方面,我们确实认为这是视频号随着时间发展的好机会。</p><p>我们的计划实际上是在高质量的基础上发展它。确实电商业务确实需要有更重资产运营,我们也确实会加强投入来支持这一业务。更重要的是,我认为我们这样做的方式会更周到、更有效率,因为我们会努力专注于高质量的商家和高质量的产品类别。当我们真正专注于高质量时,问题会更少,会更专注于创建工具。</p><p>我们还将利用我们现有的基础设施,例如小程序,以及已经在我们的小程序上销售的现有品牌,以确保我们了解这些商家。</p><p><b>第五个问题:国际游戏业务</b></p><p><b>腾讯回应:</b></p><p>在海外游戏业务方面,我们很明显一直在投资,事实上,在过去12个月全球游戏市场放缓期间,我们依然收购了一些工作室,这些投资得到了很好的回报。 你可以看到我们的国际游戏业务收入已经达到我们中国游戏业务规模的一半。我们已经发布了许多成功的国际游戏,既有来自成熟工作室的游戏,也有来自一些新兴工作室的。</p><p>所以我们将继续投资国际游戏,但这是常规投资。</p><p><b>第六个问题:金融科技</b></p><p><b>腾讯回应:</b></p><p>就我们的金融科技战略而言,我们经历了监管审查过程,监管部门对我们所有的金融科技业务进行了很好的审视,并就如何调整业务提供了很多指导,以便既遵守法规和监管方向,同时还能遵守监管机构的意图,通过该过程还非常仔细地解释了我们开展业务的方式。</p><p>我们在这方面是非常重视合规的,非常注重风险管理,非常注重为用户创造价值,也注重与金融机构的合作。通过这个过程,我们对这一业务进行了调整,以更加符合监管方向。与此同时,我认为监管机构实际上对我们的金融科技业务和相关战略有了更好的了解。这表明业务本身的实力和质量,我们这部分的业务将随着宏观经济的发展而继续扩大,因为它是对消费和商家活动非常重要的支持提供者。</p><p>我们认为我们的金融科技业务的基本将保持稳定。但随着时间的推移,我们会考虑如何推出增值服务,让商家获得更好的转化率,为他们提供工具,让他们能够更有效地管理生意。在那些情况下,我们实际上可以为商家创造更好的价值,这将为我们提供额外的货币化机制。</p><p>第三,就长期可以开发的金融产品而言,例如财富管理、贷款、保险,我们觉得也有机会。如果我们真的能够以一种合规的方式谨慎地发展这些业务,并且高度关注风险管理,同时更加注重与现有持牌金融机构的合作,我们认为这一业务未来前景广阔。</p><p><b>第七个问题:微信短视频的货币化</b></p><p><b>腾讯回应:</b></p><p>所以相对于现有的短视频服务,广告商的反馈是非常积极的。对广告商来说,它实际上优于微信朋友圈实现的收入。</p><p>就增长轨迹而言,如果你将它与微信朋友圈进行比较,微信短视频更多的是一种阶梯式变化,扩张、然后整合,扩张,再整合。微信短视频可以持续扩张,我们现在可以做到这一点的原因之一是因为我们在后端拥有更强大的机器学习基础设施,支持我们的技术和我们的整体系统。</p><p>现在在视频账号方面,虽然人均用户时长确实比短视频上的用户少很多,但这个数字一直在持续增长。</p><p><b>第八个问题:游戏业务</b></p><p><b>腾讯回应:</b></p><p>对于我们国内的游戏业务,那么总体来说我们还是比较乐观的。我们以良好的状态开始了这一年,到目前为止,这一轨迹非常健康。疫情后重新开放的动态是我们非常关注的事情。</p><p>我们实际上可以看看重新开放对不同地区的游戏产业有何影响,我们所看到的是,在西方经济体中,游戏行业在过去一年几乎没什么增长。这是因为人们重新回到学校和办公室,但是,在疫情期间,确实创造了一个高参与度和货币化基础,西方的游戏产业现在才刚刚兴起。</p><p>另一方面,在中国,没有出现大多数人集中在家办公学习的事情,而是分散、零星的封控措施,这样一来,对游戏产业的影响是减弱了,因为这些封控分散在过去三年中,而并不是集中在短时间内。当前,我们没有看到游戏业务重新开放会有什么困境。</p><p><b>第九个问题:监管</b></p><p><b>腾讯回应:</b></p><p>监管实际上是在为支持我们行业的健康发展做准备,也在推进常态化监管。</p><p>总的来说,在游戏领域这种趋势仍在继续,我们可以看到过去最明显的发展,行业监管确实在正常化。在短视频领域,相关监管法规大致稳定。金融科技领域,监管也在朝着常态化发展。</p><p>我们仍将继续高度重视合规性、作为平台的责任以及与监管机构的积极沟通。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯Q4电话会:AI方面将做对的事,不会仓促行事,云业务降本增效基本完成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 07:31 北京时间 <a href=https://wallstreetcn.com/articles/3684661><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯称其AI策略是,公司将努力把AI做好,而不是仓促行事。腾讯要确保基础模型是在坚实的基础上正确构建的。此外,腾讯认为,聊天机器人是未来将推出的众多应用程序之一。 因此,腾讯可以随着时间的推移实际建立新的商机,而不是必须立即应对的业务威胁,这实际上使公司能够集中资源。3月22日周三下午,腾讯公布了2022年第四季度和全年财报。结果显示,腾讯去年第四季度整体营收基本与去年持平,但扭转了连续两个季度的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684661\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8e51f36f1ce5121d466d13c13479c31","relate_stocks":{"LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","BK4543":"AI","BK4587":"ChatGPT概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0084288322.USD":"Natixis Asia Equity RD 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INC"},"source_url":"https://wallstreetcn.com/articles/3684661","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321399997","content_text":"腾讯称其AI策略是,公司将努力把AI做好,而不是仓促行事。腾讯要确保基础模型是在坚实的基础上正确构建的。此外,腾讯认为,聊天机器人是未来将推出的众多应用程序之一。 因此,腾讯可以随着时间的推移实际建立新的商机,而不是必须立即应对的业务威胁,这实际上使公司能够集中资源。3月22日周三下午,腾讯公布了2022年第四季度和全年财报。结果显示,腾讯去年第四季度整体营收基本与去年持平,但扭转了连续两个季度的颓势,四季度净利润恢复了两位数增长。晚8点,腾讯管理层召开2022年第四季度和全年财报电话会。腾讯董事长兼首席执行官马化腾、执行董事刘炽平、首席战略官James Mitchell等人参加了本次电话会。就广告业务前景而言,腾讯认为广告商普遍对今年中国消费复苏持谨慎乐观态度,微信视频号广告的需求非常可观,由于微信小程序快速增长,过去很少在腾讯身上做广告的大型电子商务公司最近几个月变得更加活跃。在被问及AIGC等AI技术的应用时,腾讯方面表示,未来将投入大量资源并建立自己的基础模型,并将其整合进公司的所有业务中。不过腾讯表示,将做对的事,不会仓促行事。腾讯称未来将推出类似ChattGPT的聊天机器人产品,公司有能力构建这样的产品,腾讯有网络应用案例,有数据,有强大的云计算基础设施,在构建人工智能应用程序方面也有着悠久的历史,更重要的是,有非常强大的云业务,相关技术可以帮助公司创建非常大的芯片集群,能够满足大模型训练所需的性能。腾讯还表示,AIGC可以用来提升腾讯旗下旗舰产品的用户体验。未来可能每一个用户都会有人工智能助理,如果效果好,有可能将生成式AI纳入微信和QQ。腾讯将增加直播带货领域的投资,直播带货对于视频号的发展是一个好机会,但这需要时间。腾讯表示,未来金融科技业务的基本转化率将保持稳定,会考虑如何推出增值服务,让商家获得更好的转化率,就长期可以开发的金融产品而言,未来可能推出财富管理、贷款、保险等服务。同时,将更加注重与现有持牌金融机构的合作。视频号方面,腾讯表示,虽然目前人均用户时长确实比短视频上的用户少很多,但这个数字一直在持续增长,腾讯的推荐算法还在不断改进,随着公司创意社区规模和高质量内容的数量不断增长,有更多的能力让用户花费更多时间在内容上,平均花费时间边长,但总花费时间会减少。在被问及2023年利润展望时,腾讯并没有给出具体的利润率预测,但表示广告等细分业务利润率可能会出现波动,随着行业持续复苏,视频号的贡献不断增加,2023 年应该会实现正增长。以下是电话会实录:问题一:广告业务的复苏情况腾讯回应:就整体前景而言,我们相信广告商对今年中国消费复苏普遍持审慎乐观态度。对于销售高价商品的公司来说,每一品类都有不一样的情况,但他们都知道中国消费者在过去3年里积累了大量的超额储蓄。在某种程度上,他们将有机会利用这些储蓄,也将从中受益。特别是腾讯,我们看到有很大的需求,以短视频的形式向以前无法接触到的消费者做广告。从这个角度来看,我们的视频帐户是非常有吸引力的。我们在某些类别的广告客户中看到了巨大的潜在需求,特别是来自电子商务平台,来自快速消费品,来自游戏等领域。我们看到一些大的电子商务公司过去在我们身上做广告比较少,但最近几个月变得更加活跃。这基于应用程序的游戏公司有越来越多的机会接触到那些已经在玩不同类型游戏的人。对于快速消费品公司来说,他们找到了点击购买的机会,在这个机会中,库存广告非常有效的,并与他们的需求保持一致。第二个问题:如何应对ChatGPT带来的机会挑战腾讯回应:我们确实相信这对我们来说是一种增长。原因是因为我们的业务实际上主要是社交、通信和游戏业务,这意味着它主要是用户对用户。生成式AI涉及非常高质量的内容。因此,这些业务可以由这些生成式AI和基础模型技术进行补充。但它们不一定那么容易被此类技术破坏。因此,我们将采取的战略肯定是投入大量资源并建立我们的基础模型,因为我们认为这将在未来增加到我们的每一个业务线中。同时,AI实际上也可以帮助我们开展新的业务,并帮助我们向用户赋能。我们的策略是,我们将努力把AI做好,而不是仓促行事。我们要确保基础模型是在坚实的基础上正确构建的。在我们看来,第一个版本实际上是我们将要推出的众多迭代中的一个。这是一个长期的过程,涉及非常多的迭代。我们还相信,聊天机器人是未来将推出的众多应用程序之一。 因此,这是我们可以随着时间的推移实际建立新的商机,而不是我们必须立即应对的业务威胁,这实际上使我们能够集中资源。与此同时,腾讯将以可持续的方式培养我们的能力并建立我们的模型。我们确实相信我们有很强的竞争力,我们有数据,非常强大的云计算基础设施,我们在构建人工智能应用程序以补充我们现有业务方面也有着悠久的历史。在基础设施方面,我们确实有足够的芯片来创建模型。这都不是问题。更重要的是,我们觉得我们实际上拥有非常强大的云业务,相关技术是以可扩展和高密度的方式真正安排和利用芯片,这样我们就可以创建非常大的芯片集群,真正交付训练这些非常大的模型所需的性能,尤其是当模型在几次迭代后变得越来越复杂时。就商业前景而言,我认为AI将带来几何级数的增长,这意味着它将沿着改进货币化的方向改进我们现有的业务。想象一下,广告实际上可以通过针对用户的高度针对性的生成内容来改进,这些内容可以非常非常有效地提高转化率,它实际上可以提高效率。此外,我们的许多内容平台和内容业务实际上可以利用这些工具为创作者和我们自己生成内容,成本效率更高,而这种体验会更具吸引力。同时,我们会为这些新机会寻找新的商机。 我认为商业模式可能会随着时间的推移而发展,就像互联网的历史一样。 你首先要创造一些有用的东西,随着时间的推移,你会想到正确的商业模式。 但没有这对我们来说实际上是一个非常令人兴奋的机会。就生成式AI而言,我们现在很自然地将其中一些技术融入我们的旗舰产品,如QQ,我们实际上可以提高用户体验的效率。 例如,我们实际上可以让小程序开发者用这些技术以更快的速度开发小程序。我们还可以为我们的旗舰产品改善客户服务,让每个人背后都有一个客户服务助理,这些都是可能的。未来有很多可能性,这就是为什么我们称之为几何级数的增长。第三个问题:降本增效是否已经完成?腾讯回应:在云业务方面,我们认为我们的优化调整在很大程度上已经完成了,这是一个相当痛苦的过程。但经过全公司的努力,我认为该业务实际上处于更具可持续性和更高质量的状态。我们将看到随着业务进入正确的状态,我们将看到正常的增长。现在是企业客户推动更高增长的时候了。在战略转变之后,我认为我们拥有一个更加专注、灵活和高效的组织。我们的产品组合专注于高利润、高附加值以及自主开发和经常性收入。同时,他们可以改进业务的运营程序,因为我们更有能力管理眼睛成本、业务的一部分以及为客户提供更好的服务。我认为整体业务的质量已经提高,我们现在处于追求高增长的正确模式,尤其是在2023年下半年将会有明显的变化。第四个问题:直播电商腾讯回应:在直播电商方面,我们确实认为这是视频号随着时间发展的好机会。我们的计划实际上是在高质量的基础上发展它。确实电商业务确实需要有更重资产运营,我们也确实会加强投入来支持这一业务。更重要的是,我认为我们这样做的方式会更周到、更有效率,因为我们会努力专注于高质量的商家和高质量的产品类别。当我们真正专注于高质量时,问题会更少,会更专注于创建工具。我们还将利用我们现有的基础设施,例如小程序,以及已经在我们的小程序上销售的现有品牌,以确保我们了解这些商家。第五个问题:国际游戏业务腾讯回应:在海外游戏业务方面,我们很明显一直在投资,事实上,在过去12个月全球游戏市场放缓期间,我们依然收购了一些工作室,这些投资得到了很好的回报。 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