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情人狗哥

情人狗哥

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IP属地：湖北

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0勋章

2021-06-03

$Sundial Growers Inc.(SNDL)$AMC过来的前来报道 1.38 拿到10 立帖为证

2020-02-24

$搜狐(SOHU)$张朝阳不退休搜狐就退市

2021-06-29

$Sundial Growers Inc.(SNDL)$这个股票上市当天的市值多少？能查到吗？

2019-10-25

$拼多多(PDD)$ 美股是中国人赌博地方

2020-02-11

$搜狐(SOHU)$我就赌搜狐北京的房子比市值高就这么简单还被套了张朝阳发誓要把搜狐搞成负资产

2021-06-19

$Sundial Growers Inc.(SNDL)$上市市值7亿美金现在20多亿美金市值涨几倍股价跌的一逼为什么？？？

2019-04-10

$搜房网(SFUN)$不知道为什么涨也不知道为什么跌同意的点赞

2020-02-26

$搜狐(SOHU)$ 建议张朝阳卖北京办公楼提升股价好让我们股民解套

2020-01-31

$搜狐(SOHU)$张朝阳退休吧

2020-02-07

$华住(HTHT)$都停业了还涨？自娱自乐啊

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[],"title":"","htmlText":"和高肾反着干就赢了加仓。","listText":"和高肾反着干就赢了加仓。","text":"和高肾反着干就赢了加仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521866123547384","repostId":"2603604616","repostType":2,"repost":{"id":"2603604616","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1768376657,"share":"https://www.laohu8.com/m/news/2603604616?lang=zh_CN&edition=full","pubTime":"2026-01-14 15:44","market":"fut","language":"zh","title":"铜牛市还能持续多久？高盛：1.3万高价不可持续，变盘点或在二季度关税落地后","url":"https://stock-news.laohu8.com/highlight/detail?id=2603604616","media":"华尔街见闻","summary":"高盛警告，铜价近期飙升至1.3万美元上方严重脱离基本面，主因美国关税预期引发的囤货潮及投机资金推动。尽管短期上调2026年上半年预期至12750美元，但预计随着二季度关税靴子落地，市场将重回全球供应严重过剩的现实，铜价面临显著回调风险。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>认为，近期铜价的飙升主要由美国关税预期引发的囤货潮及投机资金推动，为市场带来了暂时的“稀缺溢价”。尽管该行上调了2026年上半年的价格预测，但明确警告当前超过1.3万美元的高价难以持续，且严重脱离基本面。</p>\n<p>据追风交易台消息，高盛Eoin Dinsmore团队在8日发布的报告中预测，<strong>将2026年上半年LME铜价预期从每吨11525美元上调至12750美元，</strong>理由是美国以外地区库存因资金涌入和供应流向美国而趋紧。然而，该行维持2026年四季度每吨11200美元的预测不变，这意味着下半年铜价将面临显著的回调压力。</p>\n<p>铜价自去年11月底以来已累计上涨22%，1月6日触及13387美元的高位。高盛分析显示，当前高价主要由投机资金流入推动，在海外库存处于低位的背景下为铜价增添了&#34;稀缺溢价&#34;，但这一涨势已超出约11400美元/吨的合理基本面水平。</p>\n<p>高盛认为二季度将是市场情绪的转折点。预计届时美国对精炼铜关税的决策将落地，这不仅标志着美国囤铜行为的结束，还将促使市场焦点重回全球基本面严重的供应过剩。<strong>高盛将2026年全球铜市供应过剩预期从160千吨上调至300千吨，</strong>全球供需平衡重新成为价格主导因素后，将从2027年起进一步缓解美国以外市场的紧张状况。</p>\n<h2>囤货潮掩盖基本面过剩</h2>\n<p>支撑近期铜价上涨的核心逻辑并非传统的供需缺口，而是资金流向和库存转移。高盛指出，当前的铜价已超出其约11400美元/吨的合理基本面水平。虽然美元汇率并未提供动力，但投机资金在海外库存偏低的背景下，强行赋予了铜价“稀缺溢价”。</p>\n<p>尽管美国经济增长加速及“高热运行”的宏观政策吸引了资金流入，但基本面数据并不乐观。美国仅占全球铜需求的7%，其半成品铜产品消费增长虽然预计在2026年加速至2.4%，但不足以实质性改变全球需求格局。随着美国GDP增长动力在2026年下半年减弱，投资者对铜的兴趣预计也将随之消退。</p>\n<h2>关税决策的不确定性与变盘时点</h2>\n<p>高盛强调，美国精炼铜关税的决策时机是未来价格走势的关键催化剂。近期白宫推迟了木制品关税的上调，显示在即将迎来中期选举之际，“可负担性”仍是美国政府关注的焦点。<strong>这降低了快速实施精炼铜关税的可能性，高盛已将关税按期实施的概率从55%下调至45%。</strong></p>\n<p>若关税决策推迟或力度不及预期，将对LME铜价构成双向影响。一方面，推迟实施允许美国继续囤铜，利好短期价格；另一方面，若最终不提高关税或推迟至2027年，市场将重新审视全球供应过剩的现实，对价格构成重大利空。此外，美国国防部直接投资Korea Zinc在美国的冶炼厂项目，也暗示了通过投资而非单纯关税来确保供应安全的政策路径。</p>\n<h2>全球供应严重过剩，投机持仓接近峰值</h2>\n<p>在投机资金推高价格的表象之下，全球铜市正面临多年未见的供应过剩。据高盛数据，<strong>2025年全球铜市录得600千吨的供应过剩，为2009年以来最大绝对过剩量。</strong>受高价抑制需求及废铜供应增加影响，高盛将2026年全球供应过剩预期从此前的160千吨上调至300千吨。</p>\n<p>资金面显示，投机性持仓已处于历史高位。高盛分析，CME交易所的投机者多头持仓占总持仓量的比例虽未达极端水平，但已处于本轮上涨行情的后期阶段。</p>\n<p>模型显示，<strong>投机净持仓每增加1个百分点，铜价平均上涨约0.4%。</strong>如果要将铜价进一步推高至14000美元，需要CME的管理资金净多头持仓比例从12月下旬的24%升至约30%。尽管美国经济增长和AI支出可能在未来几个月继续提供支撑，但在全球过剩和政策变数面前，这种由资金推动的上涨显得愈发脆弱。</p>\n</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>铜牛市还能持续多久？高盛：1.3万高价不可持续，变盘点或在二季度关税落地后</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铜牛市还能持续多久？高盛：1.3万高价不可持续，变盘点或在二季度关税落地后\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 15:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3763264><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛认为，近期铜价的飙升主要由美国关税预期引发的囤货潮及投机资金推动，为市场带来了暂时的“稀缺溢价”。尽管该行上调了2026年上半年的价格预测，但明确警告当前超过1.3万美元的高价难以持续，且严重脱离基本面。\n据追风交易台消息，高盛Eoin Dinsmore团队在8日发布的报告中预测，将2026年上半年LME铜价预期从每吨11525美元上调至12750美元，理由是美国以外地区库存因资金涌入和供应...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3763264\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eeb9a4d452d8568bcc6a2558535ad160","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3763264","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603604616","content_text":"高盛认为，近期铜价的飙升主要由美国关税预期引发的囤货潮及投机资金推动，为市场带来了暂时的“稀缺溢价”。尽管该行上调了2026年上半年的价格预测，但明确警告当前超过1.3万美元的高价难以持续，且严重脱离基本面。\n据追风交易台消息，高盛Eoin Dinsmore团队在8日发布的报告中预测，将2026年上半年LME铜价预期从每吨11525美元上调至12750美元，理由是美国以外地区库存因资金涌入和供应流向美国而趋紧。然而，该行维持2026年四季度每吨11200美元的预测不变，这意味着下半年铜价将面临显著的回调压力。\n铜价自去年11月底以来已累计上涨22%，1月6日触及13387美元的高位。高盛分析显示，当前高价主要由投机资金流入推动，在海外库存处于低位的背景下为铜价增添了\"稀缺溢价\"，但这一涨势已超出约11400美元/吨的合理基本面水平。\n高盛认为二季度将是市场情绪的转折点。预计届时美国对精炼铜关税的决策将落地，这不仅标志着美国囤铜行为的结束，还将促使市场焦点重回全球基本面严重的供应过剩。高盛将2026年全球铜市供应过剩预期从160千吨上调至300千吨，全球供需平衡重新成为价格主导因素后，将从2027年起进一步缓解美国以外市场的紧张状况。\n囤货潮掩盖基本面过剩\n支撑近期铜价上涨的核心逻辑并非传统的供需缺口，而是资金流向和库存转移。高盛指出，当前的铜价已超出其约11400美元/吨的合理基本面水平。虽然美元汇率并未提供动力，但投机资金在海外库存偏低的背景下，强行赋予了铜价“稀缺溢价”。\n尽管美国经济增长加速及“高热运行”的宏观政策吸引了资金流入，但基本面数据并不乐观。美国仅占全球铜需求的7%，其半成品铜产品消费增长虽然预计在2026年加速至2.4%，但不足以实质性改变全球需求格局。随着美国GDP增长动力在2026年下半年减弱，投资者对铜的兴趣预计也将随之消退。\n关税决策的不确定性与变盘时点\n高盛强调，美国精炼铜关税的决策时机是未来价格走势的关键催化剂。近期白宫推迟了木制品关税的上调，显示在即将迎来中期选举之际，“可负担性”仍是美国政府关注的焦点。这降低了快速实施精炼铜关税的可能性，高盛已将关税按期实施的概率从55%下调至45%。\n若关税决策推迟或力度不及预期，将对LME铜价构成双向影响。一方面，推迟实施允许美国继续囤铜，利好短期价格；另一方面，若最终不提高关税或推迟至2027年，市场将重新审视全球供应过剩的现实，对价格构成重大利空。此外，美国国防部直接投资Korea Zinc在美国的冶炼厂项目，也暗示了通过投资而非单纯关税来确保供应安全的政策路径。\n全球供应严重过剩，投机持仓接近峰值\n在投机资金推高价格的表象之下，全球铜市正面临多年未见的供应过剩。据高盛数据，2025年全球铜市录得600千吨的供应过剩，为2009年以来最大绝对过剩量。受高价抑制需求及废铜供应增加影响，高盛将2026年全球供应过剩预期从此前的160千吨上调至300千吨。\n资金面显示，投机性持仓已处于历史高位。高盛分析，CME交易所的投机者多头持仓占总持仓量的比例虽未达极端水平，但已处于本轮上涨行情的后期阶段。\n模型显示，投机净持仓每增加1个百分点，铜价平均上涨约0.4%。如果要将铜价进一步推高至14000美元，需要CME的管理资金净多头持仓比例从12月下旬的24%升至约30%。尽管美国经济增长和AI支出可能在未来几个月继续提供支撑，但在全球过剩和政策变数面前，这种由资金推动的上涨显得愈发脆弱。","news_type":1,"symbols_score_info":{"HGmain":2,"MHGmain":2}},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496764783804872,"gmtCreate":1762303303608,"gmtModify":1762303305826,"author":{"id":"3509872331281836","authorId":"3509872331281836","name":"情人狗哥","avatar":"https://static.tigerbbs.com/8809bed115db59ed9866da911474a798","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509872331281836","authorIdStr":"3509872331281836"},"themes":[],"title":"","htmlText":"一天一个观点 &nbsp;坑了投资者","listText":"一天一个观点 &nbsp;坑了投资者","text":"一天一个观点 坑了投资者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496764783804872","repostId":"2580481731","repostType":2,"repost":{"id":"2580481731","kind":"news","pubTimestamp":1762260780,"share":"https://www.laohu8.com/m/news/2580481731?lang=zh_CN&edition=full","pubTime":"2025-11-04 20:53","market":"fut","language":"zh","title":"拥挤的赌局：铜价高位闪崩5%，一场多空绞杀正在上演","url":"https://stock-news.laohu8.com/highlight/detail?id=2580481731","media":"来源：原创      编辑：","summary":" 历史高点坠落，拥挤持仓暗藏风险！多空力量在关键支撑位拉锯，铜价命悬一线，但未来走向却埋着所有人都忽略的变数。 ","content":"<html><body><div>\n<b><a href=\"https://laohu8.com/S/603176\">汇通</a>财经APP讯——</b>LME上周铜价触及历史高点后，开始回落，截止发稿已累计回落约5%。<br/><br/>周二（11月4日）欧洲时段受<span><a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a></span>走强以及美国等国家ISM，PMI不及市场预期，结合期货交易性逼仓影响，<span>LME铜</span>加速寻底。<br/><br/>本文简单归纳了近期市场一些关注点。<br/><br/><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师团队判断，近期铜价上涨由多重因素共同驱动：<span>美元指数</span>走弱、中国经济增长预期改善、实物市场供需趋紧，叠加投资者看涨情绪升温。<br/><br/>他们同时指出，当前市场持仓已进入极端区间，处于99百分位水平，但未平仓合约规模仍维持低位。<br/><br/><img src=\"https://upload.fx678img.com/upload/ht/20240807/sy_2024080711502496.jpg\"/><br/><br/><h2>全球PMI偏冷，抑制铜价上行</h2><br/>由于美国ISM的PMI考察的主要是包括跨国公司等大型企业的生产情况，这些企业国际化水平较高，数据显示他们的经营状况低于预期处在荣枯线以下。<br/><br/>同时结合上周五主要关注美国国内企业的SPGI数据超预期，可以知道全球整体公司开工情况不乐观，结合欧洲和亚洲等国家PMI没有明显扩张迹象，铜价受影响由历史高点开始回落。<br/><br/><h2>持仓拥挤，容易出现方向快速逆转</h2><br/>高盛分析师团队判断，近期铜价上涨由多重因素共同驱动：<span>美元指数</span>走弱、多国经济增长预期改善、实物市场供需趋紧，叠加投资者看涨情绪升温。<br/><br/>他们同时指出，当前市场持仓已进入极端区间，处于99百分位水平，但未平仓合约规模仍维持低位。<br/><br/>综合上述因素，分析师团队认为，投资者或进一步增持铜类资产并推动价格突破，但这种突破行情注定短暂——核心原因在于，当前实物市场尚未进入供应短缺状态。<br/><br/>于是这波铜价的回调可能会导致多头过度拥挤，涨跌转向导致平仓踩踏。<br/><br/><h2>机构观点：</h2><br/>高盛分析师团队判断，市场预期的基本面紧缺格局在未来六个月内不会显现。<br/><br/>即便将全球精炼铜产量大幅下滑的因素纳入考量，我们仍维持原有观点：2026年铜市将呈现小幅过剩态势，这与我们对2026年铜价10,500美元/吨的预测逻辑一致。<br/><br/>其预计，投资者将在2026年初启动铜类资产的减持操作。<br/><br/>需特别提及的是，艾芬豪矿业CEO罗伯特·弗里德兰提出了相反观点：<br/><br/>其认为电网投资将是之后电力投资的核心议题——而电网建设对铜的需求强度极高。<br/><br/>显然，这能使未来五年内将电网投资规模提升30%-40%，这意味着电网投资的复合年增长率将达5%-5.5%，较过去五年3.3%的年均增速显著提升。<br/><br/>从铜需求维度测算，这一规划将带来每年约10万吨的新增铜需求。<br/><br/>该消息具备重要参考价值，但需注意，全球铜年需求量约为2800万吨，目前并未出现明显的短缺而且电网贡献对铜的需求影响有限，但是与此同时，美国电网同样迫切需要大规模资本投入，新旧动能的转换下铜未来依然可能面临紧缺。<br/><br/><h2>技术分析：</h2><br/>通过LME日线图可知，<span>LME铜</span>突破历史高点后回调，斐波那契数列0.809分位为10608。此处同时为前期交易密集区，此处为关键支撑，铜价多空双方可能依据此位置展开拉锯。<br/><br/>下一个关键价位为斐波那契0.764分位的10498点，这些都是关键的支撑位。<br/><br/><img src=\"https://upload.fx678img.com/upload/ht/20251104/sy_2025110420454016.png\"/><br/>（<span>LME铜</span>日线图，来源:易<a href=\"https://laohu8.com/S/603409\">汇通</a>）<br/><br/>北京时间20:46,<span>LME铜</span>现报10613美元/吨。\n                                            </div></body></html>","source":"fx678_fut","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>拥挤的赌局：铜价高位闪崩5%，一场多空绞杀正在上演</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拥挤的赌局：铜价高位闪崩5%，一场多空绞杀正在上演\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 20:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx678.com//202511042050269099.shtml><strong>来源：原创      编辑：</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇通财经APP讯——LME上周铜价触及历史高点后，开始回落，截止发稿已累计回落约5%。周二（11月4日）欧洲时段受美元指数走强以及美国等国家ISM，PMI不及市场预期，结合期货交易性逼仓影响，LME铜加速寻底。本文简单归纳了近期市场一些关注点。高盛分析师团队判断，近期铜价上涨由多重因素共同驱动：美元指数走弱、中国经济增长预期改善、实物市场供需趋紧，叠加投资者看涨情绪升温。他们同时指出，当前市场持仓...</p>\n\n<a href=\"https://news.fx678.com//202511042050269099.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://upload.fx678img.com/upload/ht/20240807/sy_2024080711502496.jpg","relate_stocks":{},"source_url":"https://news.fx678.com//202511042050269099.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2580481731","content_text":"汇通财经APP讯——LME上周铜价触及历史高点后，开始回落，截止发稿已累计回落约5%。周二（11月4日）欧洲时段受美元指数走强以及美国等国家ISM，PMI不及市场预期，结合期货交易性逼仓影响，LME铜加速寻底。本文简单归纳了近期市场一些关注点。高盛分析师团队判断，近期铜价上涨由多重因素共同驱动：美元指数走弱、中国经济增长预期改善、实物市场供需趋紧，叠加投资者看涨情绪升温。他们同时指出，当前市场持仓已进入极端区间，处于99百分位水平，但未平仓合约规模仍维持低位。全球PMI偏冷，抑制铜价上行由于美国ISM的PMI考察的主要是包括跨国公司等大型企业的生产情况，这些企业国际化水平较高，数据显示他们的经营状况低于预期处在荣枯线以下。同时结合上周五主要关注美国国内企业的SPGI数据超预期，可以知道全球整体公司开工情况不乐观，结合欧洲和亚洲等国家PMI没有明显扩张迹象，铜价受影响由历史高点开始回落。持仓拥挤，容易出现方向快速逆转高盛分析师团队判断，近期铜价上涨由多重因素共同驱动：美元指数走弱、多国经济增长预期改善、实物市场供需趋紧，叠加投资者看涨情绪升温。他们同时指出，当前市场持仓已进入极端区间，处于99百分位水平，但未平仓合约规模仍维持低位。综合上述因素，分析师团队认为，投资者或进一步增持铜类资产并推动价格突破，但这种突破行情注定短暂——核心原因在于，当前实物市场尚未进入供应短缺状态。于是这波铜价的回调可能会导致多头过度拥挤，涨跌转向导致平仓踩踏。机构观点：高盛分析师团队判断，市场预期的基本面紧缺格局在未来六个月内不会显现。即便将全球精炼铜产量大幅下滑的因素纳入考量，我们仍维持原有观点：2026年铜市将呈现小幅过剩态势，这与我们对2026年铜价10,500美元/吨的预测逻辑一致。其预计，投资者将在2026年初启动铜类资产的减持操作。需特别提及的是，艾芬豪矿业CEO罗伯特·弗里德兰提出了相反观点：其认为电网投资将是之后电力投资的核心议题——而电网建设对铜的需求强度极高。显然，这能使未来五年内将电网投资规模提升30%-40%，这意味着电网投资的复合年增长率将达5%-5.5%，较过去五年3.3%的年均增速显著提升。从铜需求维度测算，这一规划将带来每年约10万吨的新增铜需求。该消息具备重要参考价值，但需注意，全球铜年需求量约为2800万吨，目前并未出现明显的短缺而且电网贡献对铜的需求影响有限，但是与此同时，美国电网同样迫切需要大规模资本投入，新旧动能的转换下铜未来依然可能面临紧缺。技术分析：通过LME日线图可知，LME铜突破历史高点后回调，斐波那契数列0.809分位为10608。此处同时为前期交易密集区，此处为关键支撑，铜价多空双方可能依据此位置展开拉锯。下一个关键价位为斐波那契0.764分位的10498点，这些都是关键的支撑位。（LME铜日线图，来源:易汇通）北京时间20:46,LME铜现报10613美元/吨。","news_type":1,"symbols_score_info":{"HGmain":0.9,"MHGmain":0.9,"QCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217196524310648,"gmtCreate":1694049600552,"gmtModify":1694049601445,"author":{"id":"3509872331281836","authorId":"3509872331281836","name":"情人狗哥","avatar":"https://static.tigerbbs.com/8809bed115db59ed9866da911474a798","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509872331281836","authorIdStr":"3509872331281836"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(美股XPEV)、广汽埃安等多家国内领先的智能汽车企业以及服务商开展合作，上线荔枝车载端产品。</p><p>由此可见，上市一年以来，荔枝在夯实主营业务同时，仍然推动公司多元化发展，全球市场的布局和在车载音频市场的探索为公司的成长提供了更大的想象空间。</p><p><strong>发力全球化</strong></p><p>去年10月，荔枝旗下的声音社交产品TIYA全面进入美国市场，很快在美国进入社交排行榜的前4名，用户遍及全球超过200多个国家和地区。有市场分析师认为，在海外社交市场，荔枝洞察到了当地年轻人语音社交的需求，找到了产品的差异化竞争力。TIYA不仅可以提供语音实时互动的工具，更是一款年轻人需要的社交平台。</p><p>随着疫情在世界范围内逐步得到控制，像Clubhouse这种在疫情期间大受欢迎的应用用户数据迅速下滑，然而通过iOS社交榜排名以及其他公开数据可以发现，进入2021年以来，TIYA在海外市场特别是美国市场仍然保持着很高的热度。</p><p>2、Needham和<a href=\"https://laohu8.com/S/C\">花旗</a>分析师给与“买入”评级</p><p>年轻且高活跃的UGC音频社区一直是荔枝区别于国内其他在线音频平台的一大特征。作为荔枝目前的主要收入来源，音频社区的持续发展对于公司的重要程度是不言而喻的。特别值得注意的是，Needham和花旗分析师在本月初均调高了荔枝2021Q1和全年的收入预期，这也是Needham分析师继今年1月再次上调荔枝2021年的收入预期，目前两家投行的分析师均给与荔枝“买入”评级。</p><p>3、播客在车载音频市场潜力逐步释放</p><p>荔枝创始人兼CEO赖奕龙此前接受<a href=\"https://laohu8.com/S/KRKR\">36氪</a>采访时曾表示，播客是最适合车载场景的一种媒体形式，同时新能源汽车在未来几年内的飞速发展会为播客行业提供一个非常重要的使用场景。从荔枝对外公布的业务进展我们可以发现，在今年1月推出垂直播客应用荔枝播客之后，公司一直在推动播客在车载端的发展，荔枝播客的车载端产品先后登陆了梅赛德斯-奔驰S级轿车、天际汽车和威马汽车，同时荔枝也与小鹏汽车合作，实现了播客直播在车载场景的首次应用。</p><p>4、技术突破带来增长空间</p><p>根据公开信息显示，荔枝此前新推出的播客直播功能是由荔枝团队DOREME项目提供的自研技术支持，通过RTC技术为荔枝产品实现实时音频传输提供稳定的技术支持，进而保证荔枝用户获得稳定且流畅的音频体验。相信技术的发展是任何一家公司在市场中保持竞争力的关键点之一，自研的技术不仅可以为自身产品和业务提供更加定制化的支持而非依赖于第三方，长期来看也可以进一步提升在行业中的竞争优势。</p><p>据悉，荔枝管理团队将于美国东部时间6月1日晚上9点（北京/香港时间6月2日周三上午9点）召开电话会议，解读财报要点，回答投资者和分析师提问。</p></article></body></html>","source":"tencent","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>荔枝财报前瞻：音频社区增长势头有望延续 投行给予“买入”评级</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荔枝财报前瞻：音频社区增长势头有望延续 投行给予“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 21:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105252107177dd8eb7c&s=b><strong>金融界网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月25日市场消息，美东时间6月1日美股盘后，中国在线音频第一股荔枝(美股LIZI)将会发布2021年Q1财报。回顾2020年，荔枝全年收入15.03亿元，其中Q4收入4.2亿元，同比增长15%，超过了公司管理层预期上限以及分析师普遍预期；运营数据层面，荔枝2020年Q4 平均MAU为5840万，同比增长13%；此外，旗下全球化音频社交平台TIYA 去年10月份登陆美国市场，用户遍及全球超过200...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105252107177dd8eb7c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85b27e74fe34a252689a2e1f84553a0e","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105252107177dd8eb7c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2138606731","content_text":"5月25日市场消息，美东时间6月1日美股盘后，中国在线音频第一股荔枝(美股LIZI)将会发布2021年Q1财报。回顾2020年，荔枝全年收入15.03亿元，其中Q4收入4.2亿元，同比增长15%，超过了公司管理层预期上限以及分析师普遍预期；运营数据层面，荔枝2020年Q4 平均MAU为5840万，同比增长13%；此外，旗下全球化音频社交平台TIYA 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