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特斯3X3亏了

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特斯3X3亏了

02-16

$Nano-X Imaging Ltd.(NNOX)$ 飞了

特斯3X3亏了

01-10

$达达集团(DADA)$ 破产

特斯3X3亏了

2023-08-23

$富敦美元货币市场基金(SGXZ99103178.USD)$ 这个基金监管机构是谁啊？

特斯3X3亏了

2023-08-21

$星空华文(06698)$ 破产

特斯3X3亏了

2023-07-25

$AMC院线(AMC)$ 盘后暴跌？

特斯3X3亏了

2023-07-24

$富敦美元货币市场基金(SGXZ99103178.USD)$ 会引入更多美元货币基金吗？

特斯3X3亏了

2023-07-04

赞👍🏻

上半年二级市场总结：港股正触底反弹，这些行业表现强势

特斯3X3亏了

2023-05-24

破产：小鹏汽车2023年Q1营收40.3亿元，市场预期51.94亿元，上年同期74.55亿元。

小鹏汽车一季度营收40.3亿元，净亏损23.4亿元

特斯3X3亏了

2023-05-24

哈哈哈哈收入大幅下降。

小米集团一季度营收594.77亿元，净利润42亿元

特斯3X3亏了

2023-05-03

哈哈哈

第一家承认“ChatGPT影响收入”的公司！股价一日腰斩，带崩欧美教育股

特斯3X3亏了

2023-03-24

$电视广播(00511)$ 跑啊

特斯3X3亏了

2023-03-24

$电视广播(00511)$ 被狗韭菜了

特斯3X3亏了

2023-03-21

$微软(MSFT)$ 最牛科技

特斯3X3亏了

2023-03-11

$嘉信理财(SCHW)$ 破产吗？

特斯3X3亏了

2023-03-11

$硅谷银行(SIVB)$ 哈哈哈

特斯3X3亏了

2023-03-08

$电视广播ADR(TVBCY)$ 你回来

特斯3X3亏了

2023-03-08

$电视广播ADR(TVBCY)$ 牛飞

特斯3X3亏了

2023-02-12

$百度集团-SW(09888)$ 对 CHATGPT 直接说：编一个吃鸡游戏吧。 $腾讯控股(00700)$ 卒，哈哈哈哈哈哈哈哈哈哈哈哈

特斯3X3亏了

2022-12-19

$阿里巴巴-SW(09988)$ 破

特斯3X3亏了

2022-12-08

$特斯拉(TSLA)$ 哈哈跌到10块

去老虎APP查看更多动态

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破产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211227125072144","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201728390459448,"gmtCreate":1690270296812,"gmtModify":1690270297788,"author":{"id":"3496294214245294","authorId":"3496294214245294","name":"特斯3X3亏了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$&nbsp;</a>盘后暴跌？","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$&nbsp;</a>盘后暴跌？","text":"$AMC院线(AMC)$ 盘后暴跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201728390459448","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201249866272920,"gmtCreate":1690158099517,"gmtModify":1690158100487,"author":{"id":"3496294214245294","authorId":"3496294214245294","name":"特斯3X3亏了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUND/SGXZ99103178.USD\">$富敦美元货币市场基金(SGXZ99103178.USD)$&nbsp;</a>会引入更多美元货币基金吗？","listText":"<a href=\"https://laohu8.com/FUND/SGXZ99103178.USD\">$富敦美元货币市场基金(SGXZ99103178.USD)$&nbsp;</a>会引入更多美元货币基金吗？","text":"$富敦美元货币市场基金(SGXZ99103178.USD)$ 会引入更多美元货币基金吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201249866272920","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194160873672992,"gmtCreate":1688441455907,"gmtModify":1688441457295,"author":{"id":"3496294214245294","authorId":"3496294214245294","name":"特斯3X3亏了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"赞👍🏻","listText":"赞👍🏻","text":"赞👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194160873672992","repostId":"2348542804","repostType":2,"repost":{"id":"2348542804","pubTimestamp":1688440713,"share":"https://www.laohu8.com/m/news/2348542804?lang=&edition=full","pubTime":"2023-07-04 11:18","market":"sh","language":"zh","title":"上半年二级市场总结：港股正触底反弹，这些行业表现强势","url":"https://stock-news.laohu8.com/highlight/detail?id=2348542804","media":"活报告","summary":"转自：活报告6月份，港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱；美股步入“技术牛”，并有蔓延至“全面牛”可能；A股家电、通信、汽车等行业月内表现出色，上半年TMT领域牛股频出。港股：6月份阶段性触底反弹，小型股在市场环境和流动性的双重挤压下年内跌幅较大；可选消费和信息技术业月内表现较好，能源和电信服务业半年度领涨。","content":"<html><head></head><body><p>6月份，港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱；美股步入“技术牛”，并有蔓延至“全面牛”可能；A股家电、通信、汽车等行业月内表现出色，上半年TMT领域牛股频出。</p><p style=\"text-align: start;\">港股：6月份阶段性触底反弹，小型股在市场环境和流动性的双重挤压下年内跌幅较大；可选消费和信息技术业月内表现较好，能源和电信服务业半年度领涨。</p><p style=\"text-align: start;\"></p><p style=\"text-align: start;\">美股：6月份步入“技术性牛市”，纳指创下近40年来最佳上半年表现；标普500指数成分中月度上涨比例超过90%，科技股涨势有逐渐向更广阔领域蔓延的趋势。</p><p style=\"text-align: start;\"></p><p style=\"text-align: start;\">A股：5、6月份整体表现相对落后于全球其他主要证券市场，受外资影响较小的中小盘股整体表现较好；上半年TMT领域一枝独秀，“十大牛股”基本被AI产业链所包揽。</p><p style=\"text-align: start;\">2023年6月港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱，恒生指数、恒生国企及恒生科技指数月涨幅分别为3.7%、4.2%及7.8%；美股步入“技术性牛市”，纳指创近40年来最佳上半年表现，道指、标普500及纳指月涨幅分别为4.6%、6.5%及6.6%；A股整体与年初大致持平，上证、深证、创业板指及科创50指数月涨幅分别为-0.1%、2.2%、1.0%及-4.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88a8f7278d16584bea4ef643af9ee139\" title=\"来源：LiveReport大数据\" tg-width=\"629\" tg-height=\"397\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">从估值上看，6月份港股三大指数有所反弹但仍处于估值低位，恒生指数、恒生国企及恒生科技指数分别回升至14.14%、22.15%及1.25%的历史分位；美股道指、纳指及标普500指数估值进一步推升，PE分别达到了26.09、25.35及38.47倍；A股各上市板块估值再度下降，创业板估值被压缩至低于历史95%时间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6226b341f9aa108836bb4085f486fd9d\" title=\"来源：LiveReport大数据，计算起始时间为2010/1/1\" tg-width=\"1080\" tg-height=\"558\"/><span>来源：LiveReport大数据，计算起始时间为2010/1/1</span></p><p><strong>来源：LiveReport大数据，计算起始时间为2010/1/1</strong></p><p style=\"text-align: start;\">一、港股：市场走出阶段性反弹，6月份可选消费、信息技术行业表现较好</p><p style=\"text-align: start;\">6月份港股重要指数中，恒生指数+3.7%，恒生国企+4.2%，恒生科技+7.8%，红筹指数+2.1%，恒生综指+3.2% (其中恒生大型股+3.7%，恒生中型股+1.1%，恒生小型股-0.0%)，恒生港股通+3.1%。</p><p style=\"text-align: start;\">尽管6月份港股尤其是科技股走出阶段反弹，但今年以来除红筹指数外，其余重要指数均累计收跌，恒生科技指数年内累跌5.3%，小型股在市场环境和流动性的双重挤压下年内跌幅高达13.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f261d83d2a3fabe5039eaea1264c29ec\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"645\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">行业方面，6月份港股市场多数取得较好表现，可选消费、信息技术行业领涨，月涨幅分别达6.7%、6.4%；此外，能源、房地产、原材料等行业月涨幅亦超过4%；仅医疗保健行业收负，月内累跌4.7%。</p><p style=\"text-align: start;\">今年以来，港股市场表现最好的行业是能源和电信服务业，两者年内分别累涨27.4%及23.8；表现最差的行业则是医疗保健和房地产行业，年内各跌18%及14%；此外，日常消费及可选消费行业也相对较弱，年内跌幅分别为10.8%及9.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b580f19ee38e513a3db3e9ff2cef6cd7\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"646\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">个股方面，<a href=\"https://laohu8.com/S/01952\">云顶新耀-B</a>以118.8%的月涨幅领跑恒生综指，<a href=\"https://laohu8.com/S/01357\">美图公司</a>、合景泰富(1813.HK)及<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>以超过60%的月涨幅紧随其后。消息面上，6月21日，公司核心产品Nefecon即将在中国、新加坡获批上市,作为目前全球唯一对因治疗IgA肾病的药物，其稀缺性和商业化进展助推公司业绩前景。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/01691\">JS环球生活</a>、<a href=\"https://laohu8.com/S/00314\">思派健康</a>及<a href=\"https://laohu8.com/S/02469\">粉笔</a>月内跌幅分别达超81.4%、75%及61%。国内小家电龙头企业之一的JS环球生活显示暴跌是因其实施实物分拆计划，于6月30日起按除权基准买卖。作为<a href=\"https://laohu8.com/S/002242\">九阳股份</a>母公司，JS环球生活早前宣布分拆SharkNinja赴美上市，全部股份以实物方式送予公司股东。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05331c3e0e098d5ec341a4cb7faade6f\" title=\"来源：LiveReport大数据，只选取恒生综合指数成份股\" tg-width=\"880\" tg-height=\"791\"/><span>来源：LiveReport大数据，只选取恒生综合指数成份股</span></p><p><strong>来源：LiveReport大数据，只选取恒生综合指数成份股</strong></p><p style=\"text-align: start;\">今年上半年，恒生综指成分中涨幅超过100%的个股包括<a href=\"https://laohu8.com/S/01244\">3D MEDICINES</a>、美图公司(1357.HK)及<a href=\"https://laohu8.com/S/06698\">星空华文</a>，一个是成功“摘B”的生物科技公司，一个是7款AIGC新品即将上线的AI概念，还有一个则受到了疫情过后线下演出市场明显回暖的提振。此外，新能源汽车销售出色的理想、零跑等也表现出色。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b89547b9a111d4d810fdec628c5ca61\" title=\"来源：LiveReport大数据，只选取恒生综合指数成份股\" tg-width=\"865\" tg-height=\"428\"/><span>来源：LiveReport大数据，只选取恒生综合指数成份股</span></p><p><strong>来源：LiveReport大数据，只选取恒生综合指数成份股</strong></p><p style=\"text-align: start;\">二、美股：6月份步入“技术性牛市”，科技股涨势逐渐向更广阔领域蔓延</p><p style=\"text-align: start;\">6月份美股重要指数中，道指+4.6%，标普500指数+6.5%，纳指+6.6%，罗素1000指数+6.6%，罗素2000指数+7.9%，罗素3000指数+6.7%，费城半导体指数+6.4%，纳斯达克中国金龙指数+9.4%，VIX恐慌指数-24.2%。</p><p style=\"text-align: start;\">6月份美股走入了“技术性牛市”，纳指以31.73%的涨幅创下近40年来最佳上半年表现。在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等明星公司的轮番上涨后，逐渐扩展至大型科技股以外的其他板块，并有形成轮动行情的趋势，若继续保持这种状态，美股很有可能从“技术牛”转向“全面牛”行情。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1beaf57baea2f8a1e35f6ab821a49ed0\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"643\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">行业方面，6月份美股全部行业均收涨，其中工业、可选消费以超过10%的幅度领涨，材料、能源、金融、房地产及信息技术行业紧随其后，月涨幅均超过5%。在乐观情绪的带动下，今年以来美股所有行业都实现了正收益，其中信息技术行业以37%的超高涨幅领跑美股，金融行业则位列其后，上涨22.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d8011a71fe139dcaf1c5387291447fa\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"600\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">个股方面，6月份标普500指数成分中，足足有456只个股收涨，仅48只个股收跌，上涨比例超过90%。邮轮、电气设备、航空、汽车等多个行业均有个股取得靓丽表现，在科技股保持上行，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>突破3万亿美元的6月份，乐观情绪已逐渐向更广阔的领域蔓延开来。</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>及<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>月内分别上涨了67.7%、46.6%及28.1%，分列标普500指数成分股月涨幅第一、二及第七位。据多位华尔街分析师的看法，出于对未来衰退可能的担忧，消费者的可自由支配支出保持谨慎，但市场对邮轮预订需求仍将持续上升，其长期预订窗口和当前的强劲需求是可持续的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f530f1bfb52667e8b00f98a146accb43\" title=\"来源：LiveReport大数据，只选取标普500指数成分股\" tg-width=\"930\" tg-height=\"793\"/><span>来源：LiveReport大数据，只选取标普500指数成分股</span></p><p><strong>来源：LiveReport大数据，只选取标普500指数成分股</strong></p><p style=\"text-align: start;\">中概股方面，小鹏汽车(XPEV.US)以超70%的月涨幅位居榜首，<a href=\"https://laohu8.com/S/EH\">亿航智能</a>及趣店(QD.US)月涨幅超过40%。据小鹏汽车发布的数据显示，6月交付新车8620辆，连续5个月实现正增长，其中P7车型总交付环比增长17%；二季度累计交付新车23205辆，上半年累计交付突破30万辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/562ae420e04a4a415ebffdc27e4cdc01\" title=\"来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股\" tg-width=\"847\" tg-height=\"430\"/><span>来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股</span></p><p><strong>来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股</strong></p><p style=\"text-align: start;\">今年上半年，比特数字(BTBT.US)累计上涨幅度达到576.7%，6月15日，全球最大的资产管理公司<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>提交了比特币现货ETF申请，震惊了加密货币行业，此后景顺、富达等资管巨头纷纷跟进，被视为是传统金融为加密货币带来天量新活力的信号，比特币价格于6月份涨至近一年来新高，一度突破3.1万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77dc3a685055efcd66b445c6b5c0df01\" title=\"来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股\" tg-width=\"829\" tg-height=\"430\"/><span>来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股</span></p><p><strong>来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股</strong></p><p style=\"text-align: start;\">三、A股：上半年TMT领域一枝独秀，“十大牛股”基本被AI产业链所包揽</p><p style=\"text-align: start;\">6月份A股重要指数中，上证指数-0.1%，深证成指+2.2%，创业板指+1.0%，科创50指数-4.6%，北证50指数-5.0%，沪深300指数+1.2%，中证500指数-0.8%，中证1000指数+0.6%，MSCI中国A50指数+1.6%。</p><p style=\"text-align: start;\">A股市场于5、6月份整体表现相对落后于除港股外的全球其他主要证券市场，主要受到经济复苏不及预期、人民币贬值及外资流出压力等因素的压制。不过，年初至今A股整体仍小幅上升，上证及科创板指数累计上涨3.7%及4.7%，受外资影响较小的中小盘股整体表现较好，中证1000指数年内累计涨幅达5.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48d9e9a6865e48daf52a5021f54c48ac\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"697\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">行业方面，6月份家电、通信行业领跑市场，月度涨幅均超过10%，汽车及机械设备行业表现也相对出色；医药行业表现最差，6月份下跌4.5%。今年以来，借助AI全产业链的发展浪潮，TMT领域公司表现一枝独秀，通信、传媒及计算机行业年内分别累涨50.7%、42.8%及27.6%。</p><p style=\"text-align: start;\">除此以外，由于经济复苏力度不及预期，央行降息释放出积极信号，采取经济刺激提振市场的可能性也随之上扬。由于此前地方版补贴政策多涉及家电、汽车领域等，相关领域受鼓励消费政策的利好推动更加明显。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18a3806c0e632fcef875e791444a63da\" title=\"来源：LiveReport大数据\" tg-width=\"1080\" tg-height=\"1433\"/><span>来源：LiveReport大数据</span></p><p><strong>来源：LiveReport大数据</strong></p><p style=\"text-align: start;\">个股方面，<a href=\"https://laohu8.com/S/603767\">中马传动</a>、<a href=\"https://laohu8.com/S/603042\">华脉科技</a>及<a href=\"https://laohu8.com/S/000936\">华西股份</a>等股票6月份涨幅居前，<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>、<a href=\"https://laohu8.com/S/688047\">龙芯中科</a>及<a href=\"https://laohu8.com/S/688258\">卓易信息</a>等个股月内跌幅较大。<a href=\"https://laohu8.com/S/300024\">机器人</a>及其减速器、传感器分支近期表现强势，支持机器人产业发展的政策提振市场炒作情绪，而AI概念则明显降温。</p><p style=\"text-align: start;\">今年上半年，A股的“十大牛股”基本被AI产业链相关公司所包揽，CPO概念占据年内涨幅前十的一半，其中<a href=\"https://laohu8.com/S/301205\">联特科技</a>以8倍涨幅高居第一，<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>、<a href=\"https://laohu8.com/S/300308\">中际旭创</a>、<a href=\"https://laohu8.com/S/300394\">天孚通信</a>及<a href=\"https://laohu8.com/S/300913\">兆龙互连</a>等亦位列前十；数据中心、算力、存储等方面，<a href=\"https://laohu8.com/S/002229\">鸿博股份</a>、曙光数创、佰维存储等亦榜上有名。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb0b60a6279c569e5b99653f16f003e5\" title=\"来源：LiveReport大数据，剔除A股ST股及近半年上市新股\" tg-width=\"836\" tg-height=\"791\"/><span>来源：LiveReport大数据，剔除A股ST股及近半年上市新股</span></p><p style=\"text-align: center;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d458fad550d50cdd4d3599fecf7c5557\" title=\"来源：LiveReport大数据，剔除A股ST股及近半年上市新股\" tg-width=\"876\" tg-height=\"428\"/><span>来源：LiveReport大数据，剔除A股ST股及近半年上市新股</span></p><p><strong>来源：LiveReport大数据，剔除A股ST股及近半年上市新股</strong></p></body></html>","source":"highlight_sina","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>上半年二级市场总结：港股正触底反弹，这些行业表现强势</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上半年二级市场总结：港股正触底反弹，这些行业表现强势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 11:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/stockzmt/2023-07-03/doc-imyzmpkp1923857.shtml><strong>活报告</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月份，港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱；美股步入“技术牛”，并有蔓延至“全面牛”可能；A股家电、通信、汽车等行业月内表现出色，上半年TMT领域牛股频出。港股：6月份阶段性触底反弹，小型股在市场环境和流动性的双重挤压下年内跌幅较大；可选消费和信息技术业月内表现较好，能源和电信服务业半年度领涨。美股：6月份步入“技术性牛市”，纳指创下近40年来最佳上半年表现；标普500指数成分中...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/stockzmt/2023-07-03/doc-imyzmpkp1923857.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38508134c6853c521e764dc952e7334a","relate_stocks":{"513600":"恒生指数ETF","01244":"3D MEDICINES","HSI":"恒生指数","03086":"华夏纳指","02833":"恒指ETF","BK1161":"生物科技"},"source_url":"https://finance.sina.com.cn/stock/stockzmt/2023-07-03/doc-imyzmpkp1923857.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2348542804","content_text":"6月份，港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱；美股步入“技术牛”，并有蔓延至“全面牛”可能；A股家电、通信、汽车等行业月内表现出色，上半年TMT领域牛股频出。港股：6月份阶段性触底反弹，小型股在市场环境和流动性的双重挤压下年内跌幅较大；可选消费和信息技术业月内表现较好，能源和电信服务业半年度领涨。美股：6月份步入“技术性牛市”，纳指创下近40年来最佳上半年表现；标普500指数成分中月度上涨比例超过90%，科技股涨势有逐渐向更广阔领域蔓延的趋势。A股：5、6月份整体表现相对落后于全球其他主要证券市场，受外资影响较小的中小盘股整体表现较好；上半年TMT领域一枝独秀，“十大牛股”基本被AI产业链所包揽。2023年6月港股实现阶段性触底反弹，上半年整体行情维持震荡偏弱，恒生指数、恒生国企及恒生科技指数月涨幅分别为3.7%、4.2%及7.8%；美股步入“技术性牛市”，纳指创近40年来最佳上半年表现，道指、标普500及纳指月涨幅分别为4.6%、6.5%及6.6%；A股整体与年初大致持平，上证、深证、创业板指及科创50指数月涨幅分别为-0.1%、2.2%、1.0%及-4.6%。来源：LiveReport大数据来源：LiveReport大数据从估值上看，6月份港股三大指数有所反弹但仍处于估值低位，恒生指数、恒生国企及恒生科技指数分别回升至14.14%、22.15%及1.25%的历史分位；美股道指、纳指及标普500指数估值进一步推升，PE分别达到了26.09、25.35及38.47倍；A股各上市板块估值再度下降，创业板估值被压缩至低于历史95%时间。来源：LiveReport大数据，计算起始时间为2010/1/1来源：LiveReport大数据，计算起始时间为2010/1/1一、港股：市场走出阶段性反弹，6月份可选消费、信息技术行业表现较好6月份港股重要指数中，恒生指数+3.7%，恒生国企+4.2%，恒生科技+7.8%，红筹指数+2.1%，恒生综指+3.2% (其中恒生大型股+3.7%，恒生中型股+1.1%，恒生小型股-0.0%)，恒生港股通+3.1%。尽管6月份港股尤其是科技股走出阶段反弹，但今年以来除红筹指数外，其余重要指数均累计收跌，恒生科技指数年内累跌5.3%，小型股在市场环境和流动性的双重挤压下年内跌幅高达13.7%。来源：LiveReport大数据来源：LiveReport大数据行业方面，6月份港股市场多数取得较好表现，可选消费、信息技术行业领涨，月涨幅分别达6.7%、6.4%；此外，能源、房地产、原材料等行业月涨幅亦超过4%；仅医疗保健行业收负，月内累跌4.7%。今年以来，港股市场表现最好的行业是能源和电信服务业，两者年内分别累涨27.4%及23.8；表现最差的行业则是医疗保健和房地产行业，年内各跌18%及14%；此外，日常消费及可选消费行业也相对较弱，年内跌幅分别为10.8%及9.3%。来源：LiveReport大数据来源：LiveReport大数据个股方面，云顶新耀-B以118.8%的月涨幅领跑恒生综指，美图公司、合景泰富(1813.HK)及小鹏汽车以超过60%的月涨幅紧随其后。消息面上，6月21日，公司核心产品Nefecon即将在中国、新加坡获批上市,作为目前全球唯一对因治疗IgA肾病的药物，其稀缺性和商业化进展助推公司业绩前景。JS环球生活、思派健康及粉笔月内跌幅分别达超81.4%、75%及61%。国内小家电龙头企业之一的JS环球生活显示暴跌是因其实施实物分拆计划，于6月30日起按除权基准买卖。作为九阳股份母公司，JS环球生活早前宣布分拆SharkNinja赴美上市，全部股份以实物方式送予公司股东。来源：LiveReport大数据，只选取恒生综合指数成份股来源：LiveReport大数据，只选取恒生综合指数成份股今年上半年，恒生综指成分中涨幅超过100%的个股包括3D MEDICINES、美图公司(1357.HK)及星空华文，一个是成功“摘B”的生物科技公司，一个是7款AIGC新品即将上线的AI概念，还有一个则受到了疫情过后线下演出市场明显回暖的提振。此外，新能源汽车销售出色的理想、零跑等也表现出色。来源：LiveReport大数据，只选取恒生综合指数成份股来源：LiveReport大数据，只选取恒生综合指数成份股二、美股：6月份步入“技术性牛市”，科技股涨势逐渐向更广阔领域蔓延6月份美股重要指数中，道指+4.6%，标普500指数+6.5%，纳指+6.6%，罗素1000指数+6.6%，罗素2000指数+7.9%，罗素3000指数+6.7%，费城半导体指数+6.4%，纳斯达克中国金龙指数+9.4%，VIX恐慌指数-24.2%。6月份美股走入了“技术性牛市”，纳指以31.73%的涨幅创下近40年来最佳上半年表现。在英伟达、特斯拉、微软等明星公司的轮番上涨后，逐渐扩展至大型科技股以外的其他板块，并有形成轮动行情的趋势，若继续保持这种状态，美股很有可能从“技术牛”转向“全面牛”行情。来源：LiveReport大数据来源：LiveReport大数据行业方面，6月份美股全部行业均收涨，其中工业、可选消费以超过10%的幅度领涨，材料、能源、金融、房地产及信息技术行业紧随其后，月涨幅均超过5%。在乐观情绪的带动下，今年以来美股所有行业都实现了正收益，其中信息技术行业以37%的超高涨幅领跑美股，金融行业则位列其后，上涨22.6%。来源：LiveReport大数据来源：LiveReport大数据个股方面，6月份标普500指数成分中，足足有456只个股收涨，仅48只个股收跌，上涨比例超过90%。邮轮、电气设备、航空、汽车等多个行业均有个股取得靓丽表现，在科技股保持上行，苹果突破3万亿美元的6月份，乐观情绪已逐渐向更广阔的领域蔓延开来。嘉年华邮轮、挪威邮轮及皇家加勒比邮轮月内分别上涨了67.7%、46.6%及28.1%，分列标普500指数成分股月涨幅第一、二及第七位。据多位华尔街分析师的看法，出于对未来衰退可能的担忧，消费者的可自由支配支出保持谨慎，但市场对邮轮预订需求仍将持续上升，其长期预订窗口和当前的强劲需求是可持续的。来源：LiveReport大数据，只选取标普500指数成分股来源：LiveReport大数据，只选取标普500指数成分股中概股方面，小鹏汽车(XPEV.US)以超70%的月涨幅位居榜首，亿航智能及趣店(QD.US)月涨幅超过40%。据小鹏汽车发布的数据显示，6月交付新车8620辆，连续5个月实现正增长，其中P7车型总交付环比增长17%；二季度累计交付新车23205辆，上半年累计交付突破30万辆。来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股今年上半年，比特数字(BTBT.US)累计上涨幅度达到576.7%，6月15日，全球最大的资产管理公司贝莱德提交了比特币现货ETF申请，震惊了加密货币行业，此后景顺、富达等资管巨头纷纷跟进，被视为是传统金融为加密货币带来天量新活力的信号，比特币价格于6月份涨至近一年来新高，一度突破3.1万美元。来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股来源：LiveReport大数据，只选取纳斯达克中国金龙指数成分股三、A股：上半年TMT领域一枝独秀，“十大牛股”基本被AI产业链所包揽6月份A股重要指数中，上证指数-0.1%，深证成指+2.2%，创业板指+1.0%，科创50指数-4.6%，北证50指数-5.0%，沪深300指数+1.2%，中证500指数-0.8%，中证1000指数+0.6%，MSCI中国A50指数+1.6%。A股市场于5、6月份整体表现相对落后于除港股外的全球其他主要证券市场，主要受到经济复苏不及预期、人民币贬值及外资流出压力等因素的压制。不过，年初至今A股整体仍小幅上升，上证及科创板指数累计上涨3.7%及4.7%，受外资影响较小的中小盘股整体表现较好，中证1000指数年内累计涨幅达5.1%。来源：LiveReport大数据来源：LiveReport大数据行业方面，6月份家电、通信行业领跑市场，月度涨幅均超过10%，汽车及机械设备行业表现也相对出色；医药行业表现最差，6月份下跌4.5%。今年以来，借助AI全产业链的发展浪潮，TMT领域公司表现一枝独秀，通信、传媒及计算机行业年内分别累涨50.7%、42.8%及27.6%。除此以外，由于经济复苏力度不及预期，央行降息释放出积极信号，采取经济刺激提振市场的可能性也随之上扬。由于此前地方版补贴政策多涉及家电、汽车领域等，相关领域受鼓励消费政策的利好推动更加明显。来源：LiveReport大数据来源：LiveReport大数据个股方面，中马传动、华脉科技及华西股份等股票6月份涨幅居前，昆仑万维、龙芯中科及卓易信息等个股月内跌幅较大。机器人及其减速器、传感器分支近期表现强势，支持机器人产业发展的政策提振市场炒作情绪，而AI概念则明显降温。今年上半年，A股的“十大牛股”基本被AI产业链相关公司所包揽，CPO概念占据年内涨幅前十的一半，其中联特科技以8倍涨幅高居第一，剑桥科技、中际旭创、天孚通信及兆龙互连等亦位列前十；数据中心、算力、存储等方面，鸿博股份、曙光数创、佰维存储等亦榜上有名。来源：LiveReport大数据，剔除A股ST股及近半年上市新股来源：LiveReport大数据，剔除A股ST股及近半年上市新股来源：LiveReport大数据，剔除A股ST股及近半年上市新股","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652756759,"gmtCreate":1684922977572,"gmtModify":1684922979766,"author":{"id":"3496294214245294","authorId":"3496294214245294","name":"特斯3X3亏了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"破产：小鹏汽车2023年Q1营收40.3亿元，市场预期51.94亿元，上年同期74.55亿元。","listText":"破产：小鹏汽车2023年Q1营收40.3亿元，市场预期51.94亿元，上年同期74.55亿元。","text":"破产：小鹏汽车2023年Q1营收40.3亿元，市场预期51.94亿元，上年同期74.55亿元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652756759","repostId":"1154947906","repostType":2,"repost":{"id":"1154947906","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":1684922432,"share":"https://www.laohu8.com/m/news/1154947906?lang=&edition=full","pubTime":"2023-05-24 18:00","market":"us","language":"zh","title":"小鹏汽车一季度营收40.3亿元，净亏损23.4亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1154947906","media":"老虎资讯综合","summary":"一季度汽车总交付量为18,230辆，较2022年第四季度的22,204辆下降17.9%。","content":"<html><head></head><body><p>小鹏汽车2023年一季度营收40.3亿元人民币（单位下同），同比下滑45.9%，环比下滑21.5%。市场预期51.94亿元，上年同期74.55亿元。</p><p>一季度净亏损23.4亿元，同比扩大37.4%，环比缩窄1%。市场预期净亏损18.98亿元，上年同期净亏损17亿元。</p><p>一季度每股亏损1.36元；调整后每股亏损1.28元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf57380a709dc865dfa2aff73ddc159f\" title=\"\" tg-width=\"916\" tg-height=\"719\"/></p><p>一季度汽车总交付量为18,230辆，较2022年第四季度的22,204辆下降17.9%。</p><p><strong>一季度汽车销售收入为人民币35.1亿元（5.1亿美元），较2022年同期下降49.8%，并较2022年第四季度下降24.6%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a166d5eaf5f7a5952126ca8ab630ed4a\" title=\"\" tg-width=\"1373\" tg-height=\"495\"/></p><p>一季度，小鹏的销售、一般及行政开支为13.9亿元，同比减少15.5%，环比大降21%。小鹏表示，此项费用减少主要是因营销广告支出减少，以及特许经营店佣金减少。</p><p style=\"text-align: justify;\">在研发费用上，小鹏同比、环比均维持个位数增长。公司一季度研发开支为人民币13亿元，同比增加6.1%，环比增加5.3%。</p><p>预计第二季度营收45亿元人民币至47亿元人民币。</p><p>预计第二季度交付量2.10万至2.20万辆，市场预估2.78万。</p><p>小鹏汽车盘前股价短线下挫，截至发稿跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75ed1ba197372a52d9ce3c029709fed8\" title=\"\" tg-width=\"1386\" tg-height=\"636\"/></p><p><br/><strong>高管寄语</strong></p><p>小鹏汽车董事长何小鹏：于2023年第一季度我对公司的战略、组织和管理团队进行了果断的调整。我很有信心在接下来的几个季度打造产品销量、团队士气、客户满意度和品牌口碑的正循环。我们首款采用SEPA2.0技术架构的新车型G6将会在2023年6月正式上市，我相信G6将会成为中国价格介乎人民币200,000元至人民币300,000元的新能源SUV市场最受瞩目的热销爆款之一。</p><p>小鹏汽车名誉副董事长兼联席总裁顾宏地博士：展望未来，我们将会以迅速扩大销量和市场份额作为公司的首要战略目标。随着G6和其他新品带动销量的快速增长，我们预期运营现金流大幅改善。</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>小鹏汽车一季度营收40.3亿元，净亏损23.4亿元</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 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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小鹏汽车一季度营收40.3亿元，净亏损23.4亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-05-24 18:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>小鹏汽车2023年一季度营收40.3亿元人民币（单位下同），同比下滑45.9%，环比下滑21.5%。市场预期51.94亿元，上年同期74.55亿元。</p><p>一季度净亏损23.4亿元，同比扩大37.4%，环比缩窄1%。市场预期净亏损18.98亿元，上年同期净亏损17亿元。</p><p>一季度每股亏损1.36元；调整后每股亏损1.28元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf57380a709dc865dfa2aff73ddc159f\" title=\"\" tg-width=\"916\" tg-height=\"719\"/></p><p>一季度汽车总交付量为18,230辆，较2022年第四季度的22,204辆下降17.9%。</p><p><strong>一季度汽车销售收入为人民币35.1亿元（5.1亿美元），较2022年同期下降49.8%，并较2022年第四季度下降24.6%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a166d5eaf5f7a5952126ca8ab630ed4a\" title=\"\" tg-width=\"1373\" tg-height=\"495\"/></p><p>一季度，小鹏的销售、一般及行政开支为13.9亿元，同比减少15.5%，环比大降21%。小鹏表示，此项费用减少主要是因营销广告支出减少，以及特许经营店佣金减少。</p><p style=\"text-align: justify;\">在研发费用上，小鹏同比、环比均维持个位数增长。公司一季度研发开支为人民币13亿元，同比增加6.1%，环比增加5.3%。</p><p>预计第二季度营收45亿元人民币至47亿元人民币。</p><p>预计第二季度交付量2.10万至2.20万辆，市场预估2.78万。</p><p>小鹏汽车盘前股价短线下挫，截至发稿跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75ed1ba197372a52d9ce3c029709fed8\" title=\"\" tg-width=\"1386\" tg-height=\"636\"/></p><p><br/><strong>高管寄语</strong></p><p>小鹏汽车董事长何小鹏：于2023年第一季度我对公司的战略、组织和管理团队进行了果断的调整。我很有信心在接下来的几个季度打造产品销量、团队士气、客户满意度和品牌口碑的正循环。我们首款采用SEPA2.0技术架构的新车型G6将会在2023年6月正式上市，我相信G6将会成为中国价格介乎人民币200,000元至人民币300,000元的新能源SUV市场最受瞩目的热销爆款之一。</p><p>小鹏汽车名誉副董事长兼联席总裁顾宏地博士：展望未来，我们将会以迅速扩大销量和市场份额作为公司的首要战略目标。随着G6和其他新品带动销量的快速增长，我们预期运营现金流大幅改善。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26a54e9709b766398b986b86e440ac92","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154947906","content_text":"小鹏汽车2023年一季度营收40.3亿元人民币（单位下同），同比下滑45.9%，环比下滑21.5%。市场预期51.94亿元，上年同期74.55亿元。一季度净亏损23.4亿元，同比扩大37.4%，环比缩窄1%。市场预期净亏损18.98亿元，上年同期净亏损17亿元。一季度每股亏损1.36元；调整后每股亏损1.28元。一季度汽车总交付量为18,230辆，较2022年第四季度的22,204辆下降17.9%。一季度汽车销售收入为人民币35.1亿元（5.1亿美元），较2022年同期下降49.8%，并较2022年第四季度下降24.6%。一季度，小鹏的销售、一般及行政开支为13.9亿元，同比减少15.5%，环比大降21%。小鹏表示，此项费用减少主要是因营销广告支出减少，以及特许经营店佣金减少。在研发费用上，小鹏同比、环比均维持个位数增长。公司一季度研发开支为人民币13亿元，同比增加6.1%，环比增加5.3%。预计第二季度营收45亿元人民币至47亿元人民币。预计第二季度交付量2.10万至2.20万辆，市场预估2.78万。小鹏汽车盘前股价短线下挫，截至发稿跌超7%。高管寄语小鹏汽车董事长何小鹏：于2023年第一季度我对公司的战略、组织和管理团队进行了果断的调整。我很有信心在接下来的几个季度打造产品销量、团队士气、客户满意度和品牌口碑的正循环。我们首款采用SEPA2.0技术架构的新车型G6将会在2023年6月正式上市，我相信G6将会成为中国价格介乎人民币200,000元至人民币300,000元的新能源SUV市场最受瞩目的热销爆款之一。小鹏汽车名誉副董事长兼联席总裁顾宏地博士：展望未来，我们将会以迅速扩大销量和市场份额作为公司的首要战略目标。随着G6和其他新品带动销量的快速增长，我们预期运营现金流大幅改善。","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652750574,"gmtCreate":1684920880498,"gmtModify":1684920882289,"author":{"id":"3496294214245294","authorId":"3496294214245294","name":"特斯3X3亏了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"哈哈哈哈 收入大幅下降。","listText":"哈哈哈哈 收入大幅下降。","text":"哈哈哈哈 收入大幅下降。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/652750574","repostId":"1160359046","repostType":2,"repost":{"id":"1160359046","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":1684920675,"share":"https://www.laohu8.com/m/news/1160359046?lang=&edition=full","pubTime":"2023-05-24 17:31","market":"hk","language":"zh","title":"小米集团一季度营收594.77亿元，净利润42亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1160359046","media":"老虎资讯综合","summary":"第一季度净利润42.16亿元，上年同期-5.30亿元，市场预期19.88亿元。","content":"<html><head></head><body><p>小米集团2023年第一季度营收594.77亿元，上年同期733.52亿元。</p><p>第一季度净利润42.16亿元，上年同期-5.31亿元，市场预期19.88亿元。</p><p>第一季度调整后净利润32.33亿元人民币，同比增长13.1%，预估30亿元人民币。</p><p>第一季度EPS 0.17元，市场预期0.089元，上年同期亏损0.02元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25364a5ce5610e8edb30bddcc52dc59\" title=\"\" tg-width=\"1384\" tg-height=\"595\"/></p><p><strong>业务情况</strong></p><p>第一季度全球智能手机出货量为3040万台。</p><p>第一季度智能手机业务收入为人民币350亿元，同比减少23.6%，主要是由于智能手机出货量及ASP下降所致。</p><p>第一季度，中国内地智能手机的平均售价同比增长超过18%。</p><p>第一季度，互联网服务收入为人民币70亿元。本季度的互联网服务毛利率达到72.3%。</p><p>第一季度来自海外互联网服务的营收同比增长16.4％，达到18亿元人民币。</p><p>第一季度，在全球及中国大陆的MIUI月活跃用户数再创历史新高。2023年3月，全球MIUI月活跃用户数达到594.8百万，同比增长12.4%。其中，中国大陆MIUI月活跃用户数达到146.2百万，同比增长7.8%。</p><p>预计研发费用将在2023年超过200亿元人民币。</p><p><strong>小米集团：4月正式组建了AI实验室大模型团队，目前AI领域相关人员超1200人；将不断挖掘AI相关的用户场景，发挥自身技术优势，并以开放的态度与合作伙伴开拓更多机会。</strong></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>小米集团一季度营收594.77亿元，净利润42亿元</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小米集团一季度营收594.77亿元，净利润42亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-05-24 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>小米集团2023年第一季度营收594.77亿元，上年同期733.52亿元。</p><p>第一季度净利润42.16亿元，上年同期-5.31亿元，市场预期19.88亿元。</p><p>第一季度调整后净利润32.33亿元人民币，同比增长13.1%，预估30亿元人民币。</p><p>第一季度EPS 0.17元，市场预期0.089元，上年同期亏损0.02元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25364a5ce5610e8edb30bddcc52dc59\" title=\"\" tg-width=\"1384\" tg-height=\"595\"/></p><p><strong>业务情况</strong></p><p>第一季度全球智能手机出货量为3040万台。</p><p>第一季度智能手机业务收入为人民币350亿元，同比减少23.6%，主要是由于智能手机出货量及ASP下降所致。</p><p>第一季度，中国内地智能手机的平均售价同比增长超过18%。</p><p>第一季度，互联网服务收入为人民币70亿元。本季度的互联网服务毛利率达到72.3%。</p><p>第一季度来自海外互联网服务的营收同比增长16.4％，达到18亿元人民币。</p><p>第一季度，在全球及中国大陆的MIUI月活跃用户数再创历史新高。2023年3月，全球MIUI月活跃用户数达到594.8百万，同比增长12.4%。其中，中国大陆MIUI月活跃用户数达到146.2百万，同比增长7.8%。</p><p>预计研发费用将在2023年超过200亿元人民币。</p><p><strong>小米集团：4月正式组建了AI实验室大模型团队，目前AI领域相关人员超1200人；将不断挖掘AI相关的用户场景，发挥自身技术优势，并以开放的态度与合作伙伴开拓更多机会。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160359046","content_text":"小米集团2023年第一季度营收594.77亿元，上年同期733.52亿元。第一季度净利润42.16亿元，上年同期-5.31亿元，市场预期19.88亿元。第一季度调整后净利润32.33亿元人民币，同比增长13.1%，预估30亿元人民币。第一季度EPS 0.17元，市场预期0.089元，上年同期亏损0.02元。业务情况第一季度全球智能手机出货量为3040万台。第一季度智能手机业务收入为人民币350亿元，同比减少23.6%，主要是由于智能手机出货量及ASP下降所致。第一季度，中国内地智能手机的平均售价同比增长超过18%。第一季度，互联网服务收入为人民币70亿元。本季度的互联网服务毛利率达到72.3%。第一季度来自海外互联网服务的营收同比增长16.4％，达到18亿元人民币。第一季度，在全球及中国大陆的MIUI月活跃用户数再创历史新高。2023年3月，全球MIUI月活跃用户数达到594.8百万，同比增长12.4%。其中，中国大陆MIUI月活跃用户数达到146.2百万，同比增长7.8%。预计研发费用将在2023年超过200亿元人民币。小米集团：4月正式组建了AI实验室大模型团队，目前AI领域相关人员超1200人；将不断挖掘AI相关的用户场景，发挥自身技术优势，并以开放的态度与合作伙伴开拓更多机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554843151269467","authorId":"3554843151269467","name":"快手抄底王","avatar":"https://static.tigerbbs.com/9882ecdbb58ceb66dddc323a8ab87a68","crmLevel":2,"crmLevelSwitch":0},"content":"你是不是不理解什么是营收？","text":"你是不是不理解什么是营收？","html":"你是不是不理解什么是营收？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658730362,"gmtCreate":1683088280356,"gmtModify":1683088281743,"author":{"id":"3496294214245294","authorId":"3496294214245294","name":"特斯3X3亏了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"哈哈哈","listText":"哈哈哈","text":"哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658730362","repostId":"2332140189","repostType":2,"repost":{"id":"2332140189","pubTimestamp":1683082253,"share":"https://www.laohu8.com/m/news/2332140189?lang=&edition=full","pubTime":"2023-05-03 10:50","market":"us","language":"zh","title":"第一家承认“ChatGPT影响收入”的公司！股价一日腰斩，带崩欧美教育股","url":"https://stock-news.laohu8.com/highlight/detail?id=2332140189","media":"华尔街见闻","summary":"美国知名在线教育公司Chegg承认，生成式人工智能的技术进步，对公司业绩产生了直接冲击。受此影响， Pearson集团股价下跌15%，Duolingo下跌10%，Udemy跌超5%。","content":"<html><head></head><body><blockquote>美国知名在线教育公司Chegg承认，生成式人工智能的技术进步，对公司业绩产生了直接冲击。受此影响， Pearson集团股价下跌15%，Duolingo下跌10%，Udemy跌超5%。</blockquote><p>CEO一句话，美国在线教育龙头Chegg股价一日腰斩。</p><p>当地时间周一晚间，美国知名在线教育公司Chegg的首席执行官Dan Rosenweig在财报电话会议上承认，<strong>ChatGPT正在损害其业务增长：</strong></p><blockquote>“<strong>自3月份以来，我们发现学生对ChatGPT的兴趣显著上升。我们现在认为，这对我们的新客户增长率产生了影响。</strong>”</blockquote><p>消息传出，Chegg的股价闪崩49%，创该公司史上最大盘中跌幅。同时，一众欧美教育股也被带崩：英国 Pearson 集团股价下跌15%，语言学习平台 Duolingo 股价下跌10%，美国教育公司Udemy股价下跌超过5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85cde24d085dc765e761cd258ac5e896\" tg-width=\"560\" tg-height=\"240\"/></p><p>Chegg预计，<strong>二季度收入1.75-1.78亿美金，大幅低于分析师普遍预期的1.936亿美元。</strong></p><p>华尔街见闻提及，Chegg的数据库是大学生用来查找作业和答案的“利器”，学生每个月只需支付15美元的服务费就可以在数据库里面搜索想要的作业习题或是考试题的答案。</p><p>2020年，Chegg还收购了数学解题软件Mathway，进一步扩充自己的庞大题库，覆盖的学科范围很广，包括初级代数、代数、三角函数、初级微积分、微积分和线性代数以及其他相关学科。</p><p>分析指出，低于预期的主要原因是学生对ChatGPT兴趣大增，导致Chegg被分流，学生不再需要通过Chegg获取相关学习资料。而对于48%的跌幅，公司CEO Dan Rosenweig 表示，这一跌幅“过于夸张”。</p><blockquote>“我认为这太夸张了，我通常不会这么说，我也不太会谈论股价。”</blockquote><p>媒体评论称，<strong>Chegg的警告，标志着首次有公司承认，生成式人工智能的进步对公司财务业绩产生了直接冲击。</strong></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师将Chegg的目标价从18美元下调至12美元，理由是，人工智能令其黯然失色。Jefferies将公司的目标价从25美元下调至11美元，股票评级从买入下调至持有，理由是人工智能对Chegg构成威胁。</p><p>上个月，该公司推出了其人工智能产品CheggMate。不过，分析认为，该产品的影响尚不确定。</p><p>花旗集团分析师 Tom Singlehurst 表示，ChatGPT可以直接复制Chegg提供的“学习指南”服务，后者为学生提供大学课程问题的现成答案。</p><p>不过，他表示，对于编写课程教材的<a href=\"https://laohu8.com/S/PSO\">培生</a>而言，ChatGPT更有可能是一个“二级威胁”，它将以目前尚不清楚的方式“改变课程管理员创建内容的方式”。</p><p>而 Pearson 首席执行官 Andy Bird 则直接否认了 ChatGPT 对公司的商业模式构成威胁，他表示，Pearson 与 Chegg 业务模式完全不同，且如果公司将人工智能的能力与Pearson现有知识产权相结合，会是一个有利可图的机会。</p><p>值得一提的是，<strong>除教育外，“大杀四方”的生成式AI也在对客服等其他行业产生冲击。</strong></p><p>法国呼叫中心运营商 Teleperformance SE 上周警告称，随着ChatGPT等聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>成为主流，未来三年，该公司20%至30%的通话量可能会实现自动化。</p><p>英国经纪商 AJ Bell 的投资总监 Russ Mould 表示:</p><blockquote>“全世界的管理团队、投资者以及监管机构都在努力研究ChatGPT如何改变商业模式。 没有人知道接下来会发生什么，也不知道什么时候会发生，这是投资者在评估他们持有或正在研究的任何股票的估值时需要考虑的问题。”</blockquote></body></html>","source":"wallstreetcn_api","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>第一家承认“ChatGPT影响收入”的公司！股价一日腰斩，带崩欧美教育股</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第一家承认“ChatGPT影响收入”的公司！股价一日腰斩，带崩欧美教育股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-03 10:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3687864><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国知名在线教育公司Chegg承认，生成式人工智能的技术进步，对公司业绩产生了直接冲击。受此影响， Pearson集团股价下跌15%，Duolingo下跌10%，Udemy跌超5%。CEO一句话，美国在线教育龙头Chegg股价一日腰斩。当地时间周一晚间，美国知名在线教育公司Chegg的首席执行官Dan Rosenweig在财报电话会议上承认，ChatGPT正在损害其业务增长：“自3月份以来，我们...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3687864\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b445ca1c055d382ad4c5714491ff3e8","relate_stocks":{"LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","DUOL":"多邻国","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4585":"ETF&股票定投概念","LU0106831901.USD":"贝莱德世界金融基金A2","MS":"摩根士丹利","BK4588":"碎股","BK4534":"瑞士信贷持仓","UDMY":"Udemy, Inc.","LU0971096721.USD":"富达环球金融服务 A","BK4504":"桥水持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4127":"投资银行业与经纪业","BK4111":"出版","CHGG":"Chegg Inc","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4204":"教育服务","PSO":"培生","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H"},"source_url":"https://wallstreetcn.com/articles/3687864","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2332140189","content_text":"美国知名在线教育公司Chegg承认，生成式人工智能的技术进步，对公司业绩产生了直接冲击。受此影响， Pearson集团股价下跌15%，Duolingo下跌10%，Udemy跌超5%。CEO一句话，美国在线教育龙头Chegg股价一日腰斩。当地时间周一晚间，美国知名在线教育公司Chegg的首席执行官Dan Rosenweig在财报电话会议上承认，ChatGPT正在损害其业务增长：“自3月份以来，我们发现学生对ChatGPT的兴趣显著上升。我们现在认为，这对我们的新客户增长率产生了影响。”消息传出，Chegg的股价闪崩49%，创该公司史上最大盘中跌幅。同时，一众欧美教育股也被带崩：英国 Pearson 集团股价下跌15%，语言学习平台 Duolingo 股价下跌10%，美国教育公司Udemy股价下跌超过5%。Chegg预计，二季度收入1.75-1.78亿美金，大幅低于分析师普遍预期的1.936亿美元。华尔街见闻提及，Chegg的数据库是大学生用来查找作业和答案的“利器”，学生每个月只需支付15美元的服务费就可以在数据库里面搜索想要的作业习题或是考试题的答案。2020年，Chegg还收购了数学解题软件Mathway，进一步扩充自己的庞大题库，覆盖的学科范围很广，包括初级代数、代数、三角函数、初级微积分、微积分和线性代数以及其他相关学科。分析指出，低于预期的主要原因是学生对ChatGPT兴趣大增，导致Chegg被分流，学生不再需要通过Chegg获取相关学习资料。而对于48%的跌幅，公司CEO Dan Rosenweig 表示，这一跌幅“过于夸张”。“我认为这太夸张了，我通常不会这么说，我也不太会谈论股价。”媒体评论称，Chegg的警告，标志着首次有公司承认，生成式人工智能的进步对公司财务业绩产生了直接冲击。摩根士丹利分析师将Chegg的目标价从18美元下调至12美元，理由是，人工智能令其黯然失色。Jefferies将公司的目标价从25美元下调至11美元，股票评级从买入下调至持有，理由是人工智能对Chegg构成威胁。上个月，该公司推出了其人工智能产品CheggMate。不过，分析认为，该产品的影响尚不确定。花旗集团分析师 Tom Singlehurst 表示，ChatGPT可以直接复制Chegg提供的“学习指南”服务，后者为学生提供大学课程问题的现成答案。不过，他表示，对于编写课程教材的培生而言，ChatGPT更有可能是一个“二级威胁”，它将以目前尚不清楚的方式“改变课程管理员创建内容的方式”。而 Pearson 首席执行官 Andy Bird 则直接否认了 ChatGPT 对公司的商业模式构成威胁，他表示，Pearson 与 Chegg 业务模式完全不同，且如果公司将人工智能的能力与Pearson现有知识产权相结合，会是一个有利可图的机会。值得一提的是，除教育外，“大杀四方”的生成式AI也在对客服等其他行业产生冲击。法国呼叫中心运营商 Teleperformance SE 上周警告称，随着ChatGPT等聊天机器人成为主流，未来三年，该公司20%至30%的通话量可能会实现自动化。英国经纪商 AJ Bell 的投资总监 Russ Mould 表示:“全世界的管理团队、投资者以及监管机构都在努力研究ChatGPT如何改变商业模式。 没有人知道接下来会发生什么，也不知道什么时候会发生，这是投资者在评估他们持有或正在研究的任何股票的估值时需要考虑的问题。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659983575,"gmtCreate":1679632970297,"gmtModify":1679632971285,"author":{"id":"3496294214245294","authorId":"3496294214245294","name":"特斯3X3亏了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00511\">$电视广播(00511)$&nbsp;</a>跑啊","listText":"<a href=\"https://laohu8.com/S/00511\">$电视广播(00511)$&nbsp;</a>跑啊","text":"$电视广播(00511)$ 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