但行好事玫瑰自来的个人主页 - 老虎社区

但行好事玫瑰自来

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IP属地：北京

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但行好事玫瑰自来

11-23

微软自己的股价啥时候启动？？

谷歌、微软“双杀”逼近，OpenAI陷入空前危机！

但行好事玫瑰自来

11-14

还得跌几天，然后再涨

但行好事玫瑰自来

10-28

$奈飞(NFLX)$ 调整差不多了

但行好事玫瑰自来

10-21

$黄金主连 2512(GCmain)$ 上车啦

但行好事玫瑰自来

09-10

Figma

财报前瞻丨Adobe建立“AI工作流”，第三财季有望维持高利润率

但行好事玫瑰自来

09-09

$Strategy(MSTR)$ 这货不是加密货币股了？

但行好事玫瑰自来

08-08

$Twilio Inc(TWLO)$ 财报有这么差么？艹

但行好事玫瑰自来

08-08

$蜜雪集团(02097)$ 垃圾

但行好事玫瑰自来

08-01

我挺特

抱歉，原内容已删除

但行好事玫瑰自来

06-30

虎鲸文娱呢

抱歉，原内容已删除

但行好事玫瑰自来

06-26

到账了吗

@大力财经:特斯拉Robotaxi状况频发，是时候看看中国无人驾驶了

但行好事玫瑰自来

06-24

$三花智控(02050)$ 启动

但行好事玫瑰自来

06-23

$三花智控(02050)$ 新股看三天

但行好事玫瑰自来

05-19

$纳斯达克(.IXIC)$ 所以就是怎么样也不回调么？

但行好事玫瑰自来

05-16

$纳斯达克(.IXIC)$ 到时辰了

但行好事玫瑰自来

04-10

$纳斯达克(.IXIC)$ 疯批

但行好事玫瑰自来

04-07

$纳斯达克(.IXIC)$ 够刺激

但行好事玫瑰自来

03-11

$纳斯达克(.IXIC)$ 加油

但行好事玫瑰自来

01-27

$NQ100指数主连 2503(NQmain)$ 扯淡

但行好事玫瑰自来

01-27

Deep seek 这牛逼了挺大

DeepSeek热潮引华尔街恐慌？纳指期货亚盘走弱英伟达供应商暴跌

去老虎APP查看更多动态

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16:06","market":"sg","language":"zh","title":"谷歌、微软“双杀”逼近，OpenAI陷入空前危机！","url":"https://stock-news.laohu8.com/highlight/detail?id=2585176737","media":"华尔街见闻","summary":"OpenAI正面临来自竞争对手的前后夹击：最大金主微软与Anthropic达成重磅战略合作；谷歌最新的Gemini 3已经超越GPT-5.1。种种迹象表明，OpenAI在大模型领域一家独大的局面或已成为过去。","content":"<html><head></head><body><blockquote><p>OpenAI正面临来自竞争对手的前后夹击：最大金主微软与Anthropic达成重磅战略合作；谷歌最新的Gemini 3已经超越GPT-5.1。种种迹象表明，OpenAI在大模型领域一家独大的局面或已成为过去。</p></blockquote><p style=\"text-align: left;\">OpenAI接连遭遇两大冲击。</p><p style=\"text-align: left;\"><strong>首先，本周OpenAI的主要合作伙伴微软与芯片巨头英伟达宣布，已与OpenAI的竞争对手Anthropic达成价值3500亿美元的“战略伙伴关系”。</strong>这一合作几乎使Anthropic在9月份的估值翻了一番，标志着AI领域的合纵连横进入新阶段。</p><p style=\"text-align: left;\"><strong>紧接着，谷歌发布了其最新、号称“最智能”的AI模型Gemini 3。在早期测试中，Gemini 3的表现已经赶超ChatGPT</strong>，尤其是在与OpenAI上周刚刚发布的GPT-5.1模型对比时。</p><p style=\"text-align: left;\">这一系列事件，使得自近三年前ChatGPT问世以来声名鹊起的OpenAI，其行业掌控力显得比以往任何时候都更加脆弱。</p><p style=\"text-align: left;\">这些动向发生在一个市场情绪不稳的背景之下。本月早些时候，对人工智能（AI）泡沫日益增长的担忧曾引发了一场大规模的科技股抛售，分析师们对天文数字般的估值与相对微薄的收入之间不断扩大的鸿沟感到不安。尽管英伟达周三公布的超预期财报重新点燃了投资者的热情，但AI领域的最终格局仍充满未知。</p><h2 id=\"id_3473021140\">OpenAI技术领先优势已不再？</h2><p style=\"text-align: left;\">目前，市场对OpenAI能否维持其主导地位的看法出现了分歧。一些分析师预计，Anthropic，尤其是谷歌，将继续削弱OpenAI的领先优势。</p><p style=\"text-align: left;\">JonesTrading首席市场策略师Mike O’Rourke表示：“鉴于谷歌的规模、行业地位及其在搜索领域的先发优势，Gemini可能会抢占市场份额，导致OpenAI和其他公司落后。”</p><p style=\"text-align: left;\">另一些观点则更为直接。AI怀疑论者Gary Marcus在最近的一篇博客文章中写道：“OpenAI基本上已经挥霍了它曾经拥有的技术领先优势；谷歌已经追上来了。”</p><p style=\"text-align: left;\">尽管英伟达首席执行官Jensen Huang在与投资者沟通时驳斥了“AI泡沫”的说法，并表示“我们看到了非常不同的东西”，但市场的紧张情绪并未完全消散。种种迹象表明，战书已经下达，OpenAI一家独大的局面或已成为过去。</p><h2 id=\"id_3012820649\" style=\"text-align: left;\">Gemini 3 Pro全方位超越GPT-5.1</h2><p style=\"text-align: left;\">华尔街见闻写道，在多模态处理能力方面，Gemini 3 Pro相比竞争对手建立了显著优势。在MMMU-Pro、ScreenSpot-Pro、Video-MMMU等多模态基准测试中，该模型相比Gemini 2.5 Pro出现明显跳跃式提升，并普遍超越GPT-5.1与Claude 4.5。</p><p style=\"text-align: left;\">在图像理解的逻辑推理测试中，包括Humanity&#39;s Last Exam、ARC-AGI-2、AIME 2025、MathArena等基准，Gemini 3 Pro均大幅超越自家前代产品以及GPT-5.1、Claude 4.5等竞争对手。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69e1208c5afc50dfb0ba2caa7eb97bbf\" tg-width=\"1003\" tg-height=\"816\"/></p><h2 id=\"id_2035638795\">竞争加剧，用户护城河收窄</h2><p style=\"text-align: left;\">对OpenAI首席执行官Sam Altman而言，一个尤其值得关注的信号是用户差距正在持续缩小。谷歌方面称，其Gemini应用已拥有6.5亿月度活跃用户。相比之下，Altman上月声称ChatGPT的周活跃用户达到了8亿。尽管统计口径不同，但竞争对手的用户增长势头显而易见。</p><p style=\"text-align: left;\">与此同时，供应链上的关键角色也开始向竞争对手倾斜。英伟达首次签约，同意向Anthropic提供其AI硬件。这意味着OpenAI在算力资源上的优势可能会被削弱，而Anthropic的研发和商业化能力将得到显著增强。随着谷歌在模型技术上取得可衡量的进展，以及Anthropic获得巨头加持，曾经作为AI代名词的OpenAI正面临日益严峻的压力。</p><h2 id=\"id_916879352\">万亿豪赌，高昂估值面临考验</h2><p style=\"text-align: left;\">面对竞争，OpenAI的策略似乎是加倍投入，计划在未来几年内斥资超过1.4万亿美元用于数据中心建设。然而，该公司每个季度仍在消耗数十亿美元的资金。这种激进的资本支出策略，可能会将华尔街的不确定性传导至私募市场。</p><p style=\"text-align: left;\">对于投资者而言，这意味着在激烈的竞争可能抑制潜在收入增长的情况下，为OpenAI的“天价估值”找到合理的支撑正变得越来越困难。这一困境也呼应了市场对AI泡沫的普遍担忧，即当前的高估值是否可持续。</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>谷歌、微软“双杀”逼近，OpenAI陷入空前危机！</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌、微软“双杀”逼近，OpenAI陷入空前危机！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-22 16:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759931><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI正面临来自竞争对手的前后夹击：最大金主微软与Anthropic达成重磅战略合作；谷歌最新的Gemini 3已经超越GPT-5.1。种种迹象表明，OpenAI在大模型领域一家独大的局面或已成为过去。OpenAI接连遭遇两大冲击。首先，本周OpenAI的主要合作伙伴微软与芯片巨头英伟达宣布，已与OpenAI的竞争对手Anthropic达成价值3500亿美元的“战略伙伴关系”。这一合作几乎使...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759931\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14b28f6461f0587dab43c63175ed92f3","relate_stocks":{"LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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\"A\" (SGD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3759931","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2585176737","content_text":"OpenAI正面临来自竞争对手的前后夹击：最大金主微软与Anthropic达成重磅战略合作；谷歌最新的Gemini 3已经超越GPT-5.1。种种迹象表明，OpenAI在大模型领域一家独大的局面或已成为过去。OpenAI接连遭遇两大冲击。首先，本周OpenAI的主要合作伙伴微软与芯片巨头英伟达宣布，已与OpenAI的竞争对手Anthropic达成价值3500亿美元的“战略伙伴关系”。这一合作几乎使Anthropic在9月份的估值翻了一番，标志着AI领域的合纵连横进入新阶段。紧接着，谷歌发布了其最新、号称“最智能”的AI模型Gemini 3。在早期测试中，Gemini 3的表现已经赶超ChatGPT，尤其是在与OpenAI上周刚刚发布的GPT-5.1模型对比时。这一系列事件，使得自近三年前ChatGPT问世以来声名鹊起的OpenAI，其行业掌控力显得比以往任何时候都更加脆弱。这些动向发生在一个市场情绪不稳的背景之下。本月早些时候，对人工智能（AI）泡沫日益增长的担忧曾引发了一场大规模的科技股抛售，分析师们对天文数字般的估值与相对微薄的收入之间不断扩大的鸿沟感到不安。尽管英伟达周三公布的超预期财报重新点燃了投资者的热情，但AI领域的最终格局仍充满未知。OpenAI技术领先优势已不再？目前，市场对OpenAI能否维持其主导地位的看法出现了分歧。一些分析师预计，Anthropic，尤其是谷歌，将继续削弱OpenAI的领先优势。JonesTrading首席市场策略师Mike O’Rourke表示：“鉴于谷歌的规模、行业地位及其在搜索领域的先发优势，Gemini可能会抢占市场份额，导致OpenAI和其他公司落后。”另一些观点则更为直接。AI怀疑论者Gary Marcus在最近的一篇博客文章中写道：“OpenAI基本上已经挥霍了它曾经拥有的技术领先优势；谷歌已经追上来了。”尽管英伟达首席执行官Jensen Huang在与投资者沟通时驳斥了“AI泡沫”的说法，并表示“我们看到了非常不同的东西”，但市场的紧张情绪并未完全消散。种种迹象表明，战书已经下达，OpenAI一家独大的局面或已成为过去。Gemini 3 Pro全方位超越GPT-5.1华尔街见闻写道，在多模态处理能力方面，Gemini 3 Pro相比竞争对手建立了显著优势。在MMMU-Pro、ScreenSpot-Pro、Video-MMMU等多模态基准测试中，该模型相比Gemini 2.5 Pro出现明显跳跃式提升，并普遍超越GPT-5.1与Claude 4.5。在图像理解的逻辑推理测试中，包括Humanity's Last Exam、ARC-AGI-2、AIME 2025、MathArena等基准，Gemini 3 Pro均大幅超越自家前代产品以及GPT-5.1、Claude 4.5等竞争对手。竞争加剧，用户护城河收窄对OpenAI首席执行官Sam Altman而言，一个尤其值得关注的信号是用户差距正在持续缩小。谷歌方面称，其Gemini应用已拥有6.5亿月度活跃用户。相比之下，Altman上月声称ChatGPT的周活跃用户达到了8亿。尽管统计口径不同，但竞争对手的用户增长势头显而易见。与此同时，供应链上的关键角色也开始向竞争对手倾斜。英伟达首次签约，同意向Anthropic提供其AI硬件。这意味着OpenAI在算力资源上的优势可能会被削弱，而Anthropic的研发和商业化能力将得到显著增强。随着谷歌在模型技术上取得可衡量的进展，以及Anthropic获得巨头加持，曾经作为AI代名词的OpenAI正面临日益严峻的压力。万亿豪赌，高昂估值面临考验面对竞争，OpenAI的策略似乎是加倍投入，计划在未来几年内斥资超过1.4万亿美元用于数据中心建设。然而，该公司每个季度仍在消耗数十亿美元的资金。这种激进的资本支出策略，可能会将华尔街的不确定性传导至私募市场。对于投资者而言，这意味着在激烈的竞争可能抑制潜在收入增长的情况下，为OpenAI的“天价估值”找到合理的支撑正变得越来越困难。这一困境也呼应了市场对AI泡沫的普遍担忧，即当前的高估值是否可持续。","news_type":1,"symbols_score_info":{"USJW.SI":0.6,"MSFT":1.5,"GOOG":1.5,"GOOGL":1.5}},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500081980121936,"gmtCreate":1763130745631,"gmtModify":1763130748000,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499148104872096","idStr":"3499148104872096"},"themes":[],"title":"","htmlText":"还得跌几天，然后再涨","listText":"还得跌几天，然后再涨","text":"还得跌几天，然后再涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500081980121936","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494047414301168,"gmtCreate":1761639483705,"gmtModify":1761639485602,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499148104872096","idStr":"3499148104872096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$&nbsp;</a> 调整差不多了","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$&nbsp;</a> 调整差不多了","text":"$奈飞(NFLX)$ 调整差不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494047414301168","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491673126097056,"gmtCreate":1761058331708,"gmtModify":1761058333375,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499148104872096","idStr":"3499148104872096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2512(GCmain)$&nbsp;</a> 上车啦","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2512(GCmain)$&nbsp;</a> 上车啦","text":"$黄金主连 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上车啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491673126097056","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477123117040384,"gmtCreate":1757507574798,"gmtModify":1757507576300,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499148104872096","idStr":"3499148104872096"},"themes":[],"htmlText":"Figma&nbsp;","listText":"Figma&nbsp;","text":"Figma","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477123117040384","repostId":"1185119858","repostType":2,"repost":{"id":"1185119858","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1757041782,"share":"https://www.laohu8.com/m/news/1185119858?lang=&edition=full","pubTime":"2025-09-05 11:09","market":"us","language":"zh","title":"财报前瞻丨Adobe建立“AI工作流”，第三财季有望维持高利润率","url":"https://stock-news.laohu8.com/highlight/detail?id=1185119858","media":"财报Agent","summary":"Adobe将于9月11日盘后发布第三财季业绩。","content":"<html><head></head><body><p><strong><em>摘要：</em></strong><em> <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> 将于9月11日盘后发布2025财年第三财季业绩。由于分析师担忧AI的发展会冲击制图软件市场，Adobe年内股价表现不佳，这份财报将成为投资者观察行业变化的重要依据。</em></p><p><strong>第二财季业绩回顾</strong></p><p>Adobe在2025财年第二季度实现了创纪录的58.7亿美元营收，按固定汇率计算同比增长11%；调整后每股摊薄收益5.06美元，调整后净利润为21.7亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6e9eb296a2d68019333ec68d503e1cc\" tg-width=\"1120\" tg-height=\"625\"/></p><p><strong>第三财季展望</strong></p><p>对于三季度，公司在Q2业绩会上给出的预测是：总营收58.75亿美元至59.25亿美元；每股收益4.00美元至4.05美元（GAAP），5.15美元至5.20美元（非GAAP）。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd63bfd5a86a3cdeda673cd3be77ec50\" tg-width=\"1400\" tg-height=\"545\"/></p><p>Adobe还上调了2025财年总收入、数字媒体部门收入和每股收益的目标，并重申了数字体验订阅和部门收入以及数字媒体年末ARR的增长。有望在年底前实现超过2.5亿美元的AI优先直接ARR业务。</p><p><strong>主要看点</strong></p><p><strong>建立牢固的“应用层护城河”</strong></p><p style=\"text-align: start;\">在当前 AI 大潮中，行业普遍意识到，算力层和模型层虽然短期价值巨大，但由于竞争激烈、进入壁垒有限，长期难以保持超额利润。真正能沉淀长期价值的，是牢牢掌控用户工作流的应用层。Adobe 正是这一逻辑的典型代表。Photoshop、Illustrator、Acrobat、Experience Cloud 等产品并不是单点工具，而是能够形成完整工作流体系。用户一旦进入 Adobe 生态，往往会在多个环节依赖它的解决方案，从而形成极高的黏性与迁移壁垒。</p><p style=\"text-align: start;\">关注Adobe在应用层面的持续建设，这意味着长期的市场份额和盈利能力。</p><p style=\"text-align: start;\"><strong>AI 与产品的结合</strong></p><p style=\"text-align: start;\">AI被视作对传统软件厂商的威胁，但对 Adobe 来说，它更像是增强产品价值和提升用户体验的加速器。公司应对的策略不是完全重构，而是将生成式 AI 嵌入到现有产品和工作流中。只要能提升效率，切换成本尽量小，就可以直接提升用户粘性，增加付费用户数量。</p><p style=\"text-align: start;\">公司预计 2025 财年 AI 相关 ARR 将达 2.5 亿美元，这说明 AI 已经开始转化为实际收入。关注财报中对AI与现有产品结合的介绍。</p><p style=\"text-align: start;\"><strong>毛利率与现金流</strong></p><p style=\"text-align: start;\">Adobe 的投资吸引力不仅体现在业务逻辑，更在于其财务的稳健。公司的毛利率常年维持在 90% 左右，这一水平远高于科技行业平均的 49%。Adobe 超过 95% 的收入来自订阅型产品，这意味着未来收入具有高度可预测性。财报中要关注公司对利润趋势的展望，这是Adobe区别于大多数 SaaS 公司的重要优势。</p><p><strong>机构评级</strong></p><p>瑞银：将Adobe目标价从430美元下调至400美元，维持“中性”评级。</p><p>Wolfe：将Adobe目标价从465美元调整至430美元，维持“跑赢大盘”评级。</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>财报前瞻丨Adobe建立“AI工作流”，第三财季有望维持高利润率</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财报前瞻丨Adobe建立“AI工作流”，第三财季有望维持高利润率\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-09-05 11:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><em>摘要：</em></strong><em> <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> 将于9月11日盘后发布2025财年第三财季业绩。由于分析师担忧AI的发展会冲击制图软件市场，Adobe年内股价表现不佳，这份财报将成为投资者观察行业变化的重要依据。</em></p><p><strong>第二财季业绩回顾</strong></p><p>Adobe在2025财年第二季度实现了创纪录的58.7亿美元营收，按固定汇率计算同比增长11%；调整后每股摊薄收益5.06美元，调整后净利润为21.7亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6e9eb296a2d68019333ec68d503e1cc\" tg-width=\"1120\" tg-height=\"625\"/></p><p><strong>第三财季展望</strong></p><p>对于三季度，公司在Q2业绩会上给出的预测是：总营收58.75亿美元至59.25亿美元；每股收益4.00美元至4.05美元（GAAP），5.15美元至5.20美元（非GAAP）。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd63bfd5a86a3cdeda673cd3be77ec50\" tg-width=\"1400\" tg-height=\"545\"/></p><p>Adobe还上调了2025财年总收入、数字媒体部门收入和每股收益的目标，并重申了数字体验订阅和部门收入以及数字媒体年末ARR的增长。有望在年底前实现超过2.5亿美元的AI优先直接ARR业务。</p><p><strong>主要看点</strong></p><p><strong>建立牢固的“应用层护城河”</strong></p><p style=\"text-align: start;\">在当前 AI 大潮中，行业普遍意识到，算力层和模型层虽然短期价值巨大，但由于竞争激烈、进入壁垒有限，长期难以保持超额利润。真正能沉淀长期价值的，是牢牢掌控用户工作流的应用层。Adobe 正是这一逻辑的典型代表。Photoshop、Illustrator、Acrobat、Experience Cloud 等产品并不是单点工具，而是能够形成完整工作流体系。用户一旦进入 Adobe 生态，往往会在多个环节依赖它的解决方案，从而形成极高的黏性与迁移壁垒。</p><p style=\"text-align: start;\">关注Adobe在应用层面的持续建设，这意味着长期的市场份额和盈利能力。</p><p style=\"text-align: start;\"><strong>AI 与产品的结合</strong></p><p style=\"text-align: start;\">AI被视作对传统软件厂商的威胁，但对 Adobe 来说，它更像是增强产品价值和提升用户体验的加速器。公司应对的策略不是完全重构，而是将生成式 AI 嵌入到现有产品和工作流中。只要能提升效率，切换成本尽量小，就可以直接提升用户粘性，增加付费用户数量。</p><p style=\"text-align: start;\">公司预计 2025 财年 AI 相关 ARR 将达 2.5 亿美元，这说明 AI 已经开始转化为实际收入。关注财报中对AI与现有产品结合的介绍。</p><p style=\"text-align: start;\"><strong>毛利率与现金流</strong></p><p style=\"text-align: start;\">Adobe 的投资吸引力不仅体现在业务逻辑，更在于其财务的稳健。公司的毛利率常年维持在 90% 左右，这一水平远高于科技行业平均的 49%。Adobe 超过 95% 的收入来自订阅型产品，这意味着未来收入具有高度可预测性。财报中要关注公司对利润趋势的展望，这是Adobe区别于大多数 SaaS 公司的重要优势。</p><p><strong>机构评级</strong></p><p>瑞银：将Adobe目标价从430美元下调至400美元，维持“中性”评级。</p><p>Wolfe：将Adobe目标价从465美元调整至430美元，维持“跑赢大盘”评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a56beb5265bca6ab9ef91d352c2c31e0","relate_stocks":{"ADBE":"Adobe"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185119858","content_text":"摘要： Adobe 将于9月11日盘后发布2025财年第三财季业绩。由于分析师担忧AI的发展会冲击制图软件市场，Adobe年内股价表现不佳，这份财报将成为投资者观察行业变化的重要依据。第二财季业绩回顾Adobe在2025财年第二季度实现了创纪录的58.7亿美元营收，按固定汇率计算同比增长11%；调整后每股摊薄收益5.06美元，调整后净利润为21.7亿美元。第三财季展望对于三季度，公司在Q2业绩会上给出的预测是：总营收58.75亿美元至59.25亿美元；每股收益4.00美元至4.05美元（GAAP），5.15美元至5.20美元（非GAAP）。Adobe还上调了2025财年总收入、数字媒体部门收入和每股收益的目标，并重申了数字体验订阅和部门收入以及数字媒体年末ARR的增长。有望在年底前实现超过2.5亿美元的AI优先直接ARR业务。主要看点建立牢固的“应用层护城河”在当前 AI 大潮中，行业普遍意识到，算力层和模型层虽然短期价值巨大，但由于竞争激烈、进入壁垒有限，长期难以保持超额利润。真正能沉淀长期价值的，是牢牢掌控用户工作流的应用层。Adobe 正是这一逻辑的典型代表。Photoshop、Illustrator、Acrobat、Experience Cloud 等产品并不是单点工具，而是能够形成完整工作流体系。用户一旦进入 Adobe 生态，往往会在多个环节依赖它的解决方案，从而形成极高的黏性与迁移壁垒。关注Adobe在应用层面的持续建设，这意味着长期的市场份额和盈利能力。AI 与产品的结合AI被视作对传统软件厂商的威胁，但对 Adobe 来说，它更像是增强产品价值和提升用户体验的加速器。公司应对的策略不是完全重构，而是将生成式 AI 嵌入到现有产品和工作流中。只要能提升效率，切换成本尽量小，就可以直接提升用户粘性，增加付费用户数量。公司预计 2025 财年 AI 相关 ARR 将达 2.5 亿美元，这说明 AI 已经开始转化为实际收入。关注财报中对AI与现有产品结合的介绍。毛利率与现金流Adobe 的投资吸引力不仅体现在业务逻辑，更在于其财务的稳健。公司的毛利率常年维持在 90% 左右，这一水平远高于科技行业平均的 49%。Adobe 超过 95% 的收入来自订阅型产品，这意味着未来收入具有高度可预测性。财报中要关注公司对利润趋势的展望，这是Adobe区别于大多数 SaaS 公司的重要优势。机构评级瑞银：将Adobe目标价从430美元下调至400美元，维持“中性”评级。Wolfe：将Adobe目标价从465美元调整至430美元，维持“跑赢大盘”评级。","news_type":1,"symbols_score_info":{"ADBE":1.1}},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":476802476626392,"gmtCreate":1757429270784,"gmtModify":1757429353171,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499148104872096","idStr":"3499148104872096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$&nbsp;</a> 这货不是加密货币股了？","listText":"<a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$&nbsp;</a> 这货不是加密货币股了？","text":"$Strategy(MSTR)$ 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财报有这么差么？艹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465456009834512","isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465298274152464,"gmtCreate":1754623975670,"gmtModify":1754628391081,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499148104872096","idStr":"3499148104872096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 垃圾","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ </a> 垃圾","text":"$蜜雪集团(02097)$ 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刘蕊）</font>最近几天以来，国产AI模型DeepSeek成为全球科技圈最为热门的讨论话题。该模型在数学、编程和推理等关键领域的表现，能与OpenAI的最强推理模型o1“掰手腕”，但其API调用成本却低了90%-95%。</p>\n<p>　　这样一款“物美价廉”的AI模型不仅引发了美国硅谷人士的高度关注，同时也引发了华尔街人士的担忧。</p>\n<p>　　本周一，在亚洲盘交易时段，美国股指期货大跌，而这背后的主要原因，可能就是华尔街人士们担心DeepSeek的AI模型可能会颠覆美国科技界。</p>\n<p>　　截至发稿，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数期货跌幅一度达1%，<span>纳斯达克</span><span></span>100指数期货跌幅最高达1.9%，延续了上周五美股科技股的下跌趋势。</p>\n<p>　　与此同时，在日本东京股市，<font cms-style=\"strong-Bold\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的主要供应商Advantest Corp．的股价一度暴跌了8.6%。</font></p>\n<div><img src=\"http://n.sinaimg.cn/spider20250127/76/w1072h604/20250127/a4a8-a0b8a31a0b07ff3ac0905a0a4558424e.png\"/></div>\n<p>　　<font cms-style=\"strong-Bold\">美国AI主导地位或受质疑</font></p>\n<p>　　随着关于DeepSeek模型在使用低容量芯片的情况提供超高成本效益的讨论不断增加，这可能引发对包括英伟达在内的美国科技公司主导地位的质疑。</p>\n<p>　　总部位于新加坡的Aletheia capital的消费者和互联网主管Nirgunan Tiruchelvam表示，</p>\n<blockquote>\n<p>本来有一种说法称，硅谷巨额的资本支出和运营费用是接近人工智能趋势的最合适方式，但DeepSeek的产品出现，对此说法造成了巨大冲击，<font cms-style=\"strong-Bold\">这让人们对投入人工智能领域的大量资源产生了质疑。</font></p>\n</blockquote>\n<p>　　美国期货下跌之际，<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>和<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>等主要科技公司本周即将发布关键财报。目前市场预计苹果和微软利润增长将放缓，而估值仍然过高，这再次引发了对美股科技巨头前景的的担忧。</p>\n<p>　　盛宝银行首席投资策略师查鲁•查纳纳（Charu Chanana）表示：</p>\n<blockquote>\n<p>“尽管英伟达等目前的领先者站稳了脚跟，但这提醒我们，人工智能的主导地位不能被视为理所当然……DeepSeek的出现表明竞争正在加剧，尽管它现在可能不会构成重大威胁，但未来的竞争对手将更快地发展，并更快地挑战现有公司。本周的财报将是一次巨大的考验。”</p>\n</blockquote>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"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\" 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刘蕊）最近几天以来，国产AI模型DeepSeek成为全球科技圈最为热门的讨论话题。该模型在数学、编程和推理等关键领域的表现，能与OpenAI的最强推理模型o1“掰手腕”，但其API调用成本却低了90%-95%。\n　　这样一款“物美价廉”的AI模型不仅引发了美国硅谷人士的高度关注，同时也引发了华尔街人士的担忧。\n　　本周一，在亚洲盘交易时段，美国股指期货大跌，而这背后的主要...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-01-27/doc-inehktwz9464960.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159659":"纳指","NVDA":"英伟达","SQQQ":"纳指三倍做空ETF","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-01-27/doc-inehktwz9464960.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2506493673","content_text":"财联社1月27日讯（编辑 刘蕊）最近几天以来，国产AI模型DeepSeek成为全球科技圈最为热门的讨论话题。该模型在数学、编程和推理等关键领域的表现，能与OpenAI的最强推理模型o1“掰手腕”，但其API调用成本却低了90%-95%。\n　　这样一款“物美价廉”的AI模型不仅引发了美国硅谷人士的高度关注，同时也引发了华尔街人士的担忧。\n　　本周一，在亚洲盘交易时段，美国股指期货大跌，而这背后的主要原因，可能就是华尔街人士们担心DeepSeek的AI模型可能会颠覆美国科技界。\n　　截至发稿，标普500指数期货跌幅一度达1%，纳斯达克100指数期货跌幅最高达1.9%，延续了上周五美股科技股的下跌趋势。\n　　与此同时，在日本东京股市，英伟达的主要供应商Advantest Corp．的股价一度暴跌了8.6%。\n\n　　美国AI主导地位或受质疑\n　　随着关于DeepSeek模型在使用低容量芯片的情况提供超高成本效益的讨论不断增加，这可能引发对包括英伟达在内的美国科技公司主导地位的质疑。\n　　总部位于新加坡的Aletheia capital的消费者和互联网主管Nirgunan Tiruchelvam表示，\n\n本来有一种说法称，硅谷巨额的资本支出和运营费用是接近人工智能趋势的最合适方式，但DeepSeek的产品出现，对此说法造成了巨大冲击，这让人们对投入人工智能领域的大量资源产生了质疑。\n\n　　美国期货下跌之际，苹果和微软等主要科技公司本周即将发布关键财报。目前市场预计苹果和微软利润增长将放缓，而估值仍然过高，这再次引发了对美股科技巨头前景的的担忧。\n　　盛宝银行首席投资策略师查鲁•查纳纳（Charu Chanana）表示：\n\n“尽管英伟达等目前的领先者站稳了脚跟，但这提醒我们，人工智能的主导地位不能被视为理所当然……DeepSeek的出现表明竞争正在加剧，尽管它现在可能不会构成重大威胁，但未来的竞争对手将更快地发展，并更快地挑战现有公司。本周的财报将是一次巨大的考验。”\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"159659":0.6,".IXIC":0.6,"03086":0.6,"NQmain":0.6,"NVDA":0.6,"SQQQ":0.6,"TQQQ":0.6}},"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":686846333,"gmtCreate":1658267062025,"gmtModify":1704869410211,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>疯了吧，不涨了，还是不加息了，俄乌不打了，还是新冠治好了。","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 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href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手咋的了","text":"$快手-W(01024)$快手咋的了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/613367614","isVote":1,"tweetType":1,"viewCount":6981,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576820285012006","authorId":"3576820285012006","name":"新瓶啤酒","avatar":"https://static.tigerbbs.com/07e0b1de432859c4879bfca3ec19894f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576820285012006","authorIdStr":"3576820285012006"},"content":"搞不懂呀，难道是打赏封顶的传闻","text":"搞不懂呀，难道是打赏封顶的传闻","html":"搞不懂呀，难道是打赏封顶的传闻"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361014584598688,"gmtCreate":1729173943436,"gmtModify":1729173988391,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"<a 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垃圾？原地踏步","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361014584598688","isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892638886,"gmtCreate":1628653336245,"gmtModify":1628653336245,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"啥意思？为啥利好啊","listText":"啥意思？为啥利好啊","text":"啥意思？为啥利好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/892638886","repostId":"1114110358","repostType":4,"repost":{"id":"1114110358","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":1628652409,"share":"https://www.laohu8.com/m/news/1114110358?lang=&edition=full","pubTime":"2021-08-11 11:26","market":"hk","language":"zh","title":"港A地产股全线暴涨！网传供地规则将“大变”","url":"https://stock-news.laohu8.com/highlight/detail?id=1114110358","media":"老虎资讯综合","summary":"8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，中国恒大、融创中国盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？\n\n一份网传文件显示土地出让政策调","content":"<p>8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/01918\">融创中国</a>盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？</p>\n<p><img src=\"https://static.tigerbbs.com/ac8c9ac50dcd4d9497cc944b3e6c84a1\" tg-width=\"707\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3bca6bbc448160efb994214460fb7b91\" tg-width=\"707\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>一份网传文件显示土地出让政策调整，其中规定：单宗住宅用地溢价率不得超15%，不得通过提高起拍价方式调整溢价率，在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。</p>\n<p><img src=\"https://static.tigerbbs.com/fd20898c08a9e63c5637975d11a74735\" tg-width=\"641\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>目前深圳、天津、青岛等城市，第二批集中供地已中止或延期，房企都在等待。华东一家房企认为，土拍规则调整的可能性很大，但即使如此，也不确定其影响将会如何。</p>\n<p><b>机构观点</b></p>\n<p>中信证券最新研报称，天津延长部分土地的出让时间，深圳中止了部分集中出让土地的挂牌，第二次集中供地具体规则面临调整。在第一次集中供地，部分城市土地成交溢价率偏高，竞争过于激烈的背景下，对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开，看好低估值的地产蓝筹。</p>\n<p>中金发布研究报告称，内房行业的政策收紧及利润率走弱等利淡因素已充分释放，第二批集中供地项目利润率已出现企稳回升迹象，认为虽然短期仍有部分城市可能调控加码，或有房企中期业绩增展较弱，以及房企出现信贷事件等风险，但考虑到板块估值及仓位均已达历史新低，认为对内房板块不宜继续太悲观，内房股或迎来一波反弹行情。</p>\n<p>银河证券认为，在行业供给侧改革的大环境下，对于优质住宅开发房企是风险也是机遇，行业估值处于历史最低水平，具备足够的安全边际；物业管理行业全面迎来黄金时代，万亿级市场空间助飞跃，行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段，科技赋能加速行业发展，高业绩指引和企业品牌力为估值提升创造想象空间。</p>\n<p>天风证券认为，供应端将持续以规范房地产市场秩序为主，需求端持续控制炒房并维持刚需购房优惠力度，“因城施策”会保持常态化。“因城施策”常态化，政策稳定性提高，行业风险溢价率将下降，行业融资端的再收紧或进一步催化企业间的分化。从房企角度看，三道红线将在未来三年深刻改变房企经营行为，不少企业不得不加速推出降档举措，行业风险溢价率下行，降档房企债性价值提升、股性价值减弱，过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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港A地产股全线暴涨！网传供地规则将“大变”\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\">2021-08-11 11:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/01918\">融创中国</a>盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？</p>\n<p><img src=\"https://static.tigerbbs.com/ac8c9ac50dcd4d9497cc944b3e6c84a1\" tg-width=\"707\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3bca6bbc448160efb994214460fb7b91\" tg-width=\"707\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>一份网传文件显示土地出让政策调整，其中规定：单宗住宅用地溢价率不得超15%，不得通过提高起拍价方式调整溢价率，在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。</p>\n<p><img src=\"https://static.tigerbbs.com/fd20898c08a9e63c5637975d11a74735\" tg-width=\"641\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>目前深圳、天津、青岛等城市，第二批集中供地已中止或延期，房企都在等待。华东一家房企认为，土拍规则调整的可能性很大，但即使如此，也不确定其影响将会如何。</p>\n<p><b>机构观点</b></p>\n<p>中信证券最新研报称，天津延长部分土地的出让时间，深圳中止了部分集中出让土地的挂牌，第二次集中供地具体规则面临调整。在第一次集中供地，部分城市土地成交溢价率偏高，竞争过于激烈的背景下，对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开，看好低估值的地产蓝筹。</p>\n<p>中金发布研究报告称，内房行业的政策收紧及利润率走弱等利淡因素已充分释放，第二批集中供地项目利润率已出现企稳回升迹象，认为虽然短期仍有部分城市可能调控加码，或有房企中期业绩增展较弱，以及房企出现信贷事件等风险，但考虑到板块估值及仓位均已达历史新低，认为对内房板块不宜继续太悲观，内房股或迎来一波反弹行情。</p>\n<p>银河证券认为，在行业供给侧改革的大环境下，对于优质住宅开发房企是风险也是机遇，行业估值处于历史最低水平，具备足够的安全边际；物业管理行业全面迎来黄金时代，万亿级市场空间助飞跃，行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段，科技赋能加速行业发展，高业绩指引和企业品牌力为估值提升创造想象空间。</p>\n<p>天风证券认为，供应端将持续以规范房地产市场秩序为主，需求端持续控制炒房并维持刚需购房优惠力度，“因城施策”会保持常态化。“因城施策”常态化，政策稳定性提高，行业风险溢价率将下降，行业融资端的再收紧或进一步催化企业间的分化。从房企角度看，三道红线将在未来三年深刻改变房企经营行为，不少企业不得不加速推出降档举措，行业风险溢价率下行，降档房企债性价值提升、股性价值减弱，过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114110358","content_text":"8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，中国恒大、融创中国盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？\n\n一份网传文件显示土地出让政策调整，其中规定：单宗住宅用地溢价率不得超15%，不得通过提高起拍价方式调整溢价率，在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。\n\n目前深圳、天津、青岛等城市，第二批集中供地已中止或延期，房企都在等待。华东一家房企认为，土拍规则调整的可能性很大，但即使如此，也不确定其影响将会如何。\n机构观点\n中信证券最新研报称，天津延长部分土地的出让时间，深圳中止了部分集中出让土地的挂牌，第二次集中供地具体规则面临调整。在第一次集中供地，部分城市土地成交溢价率偏高，竞争过于激烈的背景下，对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开，看好低估值的地产蓝筹。\n中金发布研究报告称，内房行业的政策收紧及利润率走弱等利淡因素已充分释放，第二批集中供地项目利润率已出现企稳回升迹象，认为虽然短期仍有部分城市可能调控加码，或有房企中期业绩增展较弱，以及房企出现信贷事件等风险，但考虑到板块估值及仓位均已达历史新低，认为对内房板块不宜继续太悲观，内房股或迎来一波反弹行情。\n银河证券认为，在行业供给侧改革的大环境下，对于优质住宅开发房企是风险也是机遇，行业估值处于历史最低水平，具备足够的安全边际；物业管理行业全面迎来黄金时代，万亿级市场空间助飞跃，行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段，科技赋能加速行业发展，高业绩指引和企业品牌力为估值提升创造想象空间。\n天风证券认为，供应端将持续以规范房地产市场秩序为主，需求端持续控制炒房并维持刚需购房优惠力度，“因城施策”会保持常态化。“因城施策”常态化，政策稳定性提高，行业风险溢价率将下降，行业融资端的再收紧或进一步催化企业间的分化。从房企角度看，三道红线将在未来三年深刻改变房企经营行为，不少企业不得不加速推出降档举措，行业风险溢价率下行，降档房企债性价值提升、股性价值减弱，过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。","news_type":1,"symbols_score_info":{"000001.SH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553760805892038","authorId":"3553760805892038","name":"FansyPug","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3553760805892038","authorIdStr":"3553760805892038"},"content":"因为这样子开发商的利润不会被挤压了，因为拿地价格越低，利润更有安全性","text":"因为这样子开发商的利润不会被挤压了，因为拿地价格越低，利润更有安全性","html":"因为这样子开发商的利润不会被挤压了，因为拿地价格越低，利润更有安全性"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627029492,"gmtCreate":1677788041316,"gmtModify":1677788043441,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>这波到底了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>这波到底了","text":"$纳斯达克(.IXIC)$ 这波到底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/627029492","isVote":1,"tweetType":1,"viewCount":4081,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461126481245094","authorId":"3461126481245094","name":"苏陈cc5257","avatar":"https://static.tigerbbs.com/296fd1f65347ac15d389169b562e991e","crmLevel":9,"crmLevelSwitch":0,"idStr":"3461126481245094","authorIdStr":"3461126481245094"},"content":"昨晚的探底回升很强势 恐慌也大幅回落了 感觉是到底了 但是今天比特币突然跳水 期指也跌 摸不到头脑","text":"昨晚的探底回升很强势 恐慌也大幅回落了 感觉是到底了 但是今天比特币突然跳水 期指也跌 摸不到头脑","html":"昨晚的探底回升很强势 恐慌也大幅回落了 感觉是到底了 但是今天比特币突然跳水 期指也跌 摸不到头脑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307501115,"gmtCreate":1605584349437,"gmtModify":1703838421220,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"瞎么，阿里都跌多少了","listText":"瞎么，阿里都跌多少了","text":"瞎么，阿里都跌多少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307501115","repostId":"1143226451","repostType":4,"repost":{"id":"1143226451","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":1605584092,"share":"https://www.laohu8.com/m/news/1143226451?lang=&edition=full","pubTime":"2020-11-17 11:34","market":"sh","language":"zh","title":"国际投资者如何看蚂蚁暂缓上市？方星海：接受度较好","url":"https://stock-news.laohu8.com/highlight/detail?id=1143226451","media":"老虎资讯综合","summary":"蚂蚁集团暂缓上市，国际投资者对此反应如何？中国证监会副主席方星海今天在出席第三届创新经济论坛时称，国际投资者对暂缓蚂蚁上市的监管举措的接受度还是比较好的，因为上周我们看到中国资本市场依旧流入了很多国外","content":"<p><a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>暂缓上市，国际投资者对此反应如何？中国证监会副主席方星海今天在出席第三届创新经济论坛时称，国际投资者对暂缓蚂蚁上市的监管举措的接受度还是比较好的，因为上周我们看到中国资本市场依旧流入了很多国外资金，而且也看到中概股在美股也有非常好的表现。下一步，监管部门对于科技概念股会更加关注，特别是关注类似公司如何去应对监管环境。（国是直通车）</p>","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>国际投资者如何看蚂蚁暂缓上市？方星海：接受度较好</title>\n<style 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href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>暂缓上市，国际投资者对此反应如何？中国证监会副主席方星海今天在出席第三届创新经济论坛时称，国际投资者对暂缓蚂蚁上市的监管举措的接受度还是比较好的，因为上周我们看到中国资本市场依旧流入了很多国外资金，而且也看到中概股在美股也有非常好的表现。下一步，监管部门对于科技概念股会更加关注，特别是关注类似公司如何去应对监管环境。（国是直通车）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143226451","content_text":"蚂蚁集团暂缓上市，国际投资者对此反应如何？中国证监会副主席方星海今天在出席第三届创新经济论坛时称，国际投资者对暂缓蚂蚁上市的监管举措的接受度还是比较好的，因为上周我们看到中国资本市场依旧流入了很多国外资金，而且也看到中概股在美股也有非常好的表现。下一步，监管部门对于科技概念股会更加关注，特别是关注类似公司如何去应对监管环境。（国是直通车）","news_type":1,"symbols_score_info":{"688688":0.9,"06688":0.9}},"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355496660,"gmtCreate":1617093147650,"gmtModify":1617093147650,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"<a 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