OtisBen的个人主页 - 老虎社区

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04-02

$小米集团-W(01810)$ 大哥，不要忘了，你的发行价都是17块。。。

03-15

$MicroStrategy Incorporated(MSTR)$ 比特币暴跌，今晚1050见

2020-11-27

$蔚来(NIO)$泡沫太大了，宁可错过也不追了。三四线城市没多少人能出得起四五十万买个电动车的。

2021-11-18

$阿里巴巴(BABA)$别人恐慌我贪婪，加仓干就行了。

2020-07-10

$Zoom(ZM)$创始人已经偷偷减持三次，套现数亿，最近一次是6.30日，我看你还能刚多久？！

2020-06-18

$Zoom(ZM)$没有人做空吗？年底目标价100。

2020-12-11

$泡泡玛特(09992)$山顶的兄弟们还好么？

2020-08-12

$微创医疗(00853)$高领不是很牛逼嘛，来护盘啊

2020-06-20

$拼多多(PDD)$涨到100也然并卵！你还是亏损的！有种你盈利啊！年底目标加40。继续空🈳空！

2020-07-31

$苹果(AAPL)$到处都关店，梁静茹给你的勇气吗？

2020-09-01

$Zoom(ZM)$疫情结束后，你还是会哪儿来哪儿去。

2020-06-09

$海纳智能(01645)$垃圾！！！wtfff

2021-01-27

$游戏驿站(GME)$开盘后会被疯狂做空！！！

04-18

有几次末日期权，100本金，一下子到两三千。也有很多次末日期权，一两百美金直接归零。期权，有爱也有恨。

02-07

$英伟达(NVDA)$ 泡沫总会到来的。时间问题。现在只是众人拾柴火焰高，情绪因素比较大，真正的价值投资股不是你这样疯涨，而是像苹果这样，争的是滔滔不绝。

2021-06-22

$好未来(TAL)$哪位大神买了一万手2023年1月到期，行权价60的call，牛！！！

2021-04-28

你们这些唱空特斯拉的，今年一定会被疯狂打脸！！！

特斯拉Q1在华收入30.43亿美元，同比大增238.1%

2021-03-29

$美团-W(03690)$今天不跌10个点以上不符合逻辑。。。

2021-02-05

$游戏驿站(GME)$我只需要突破100就行了

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10:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月14日，小米汽车发文称，截至昨天，小米SU7累计交付已突破20000台；6月单月交付将突破1万台，全年将保障交付10万台，冲刺12万台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a59b95aa01be9cdfe361fabc519950c\" tg-width=\"628\" tg-height=\"773\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147158798","content_text":"6月14日，小米汽车发文称，截至昨天，小米SU7累计交付已突破20000台；6月单月交付将突破1万台，全年将保障交付10万台，冲刺12万台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0},"content":"没事，我还在站岗，不到60不卖","text":"没事，我还在站岗，不到60不卖","html":"没事，我还在站岗，不到60不卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315292304187600,"gmtCreate":1718006493686,"gmtModify":1718006494874,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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涨特么太多了，今天跌10个点让天台的空头活下去。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/314010883735848","isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514528457956983","authorId":"3514528457956983","name":"欧黎木","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"怎么赌大小的韭菜们就不懂呢，拆股前行情绝对不会崩，赌空的真的是扶额，而且今年大选年，美股大盘绝对不会出现大崩的","text":"怎么赌大小的韭菜们就不懂呢，拆股前行情绝对不会崩，赌空的真的是扶额，而且今年大选年，美股大盘绝对不会出现大崩的","html":"怎么赌大小的韭菜们就不懂呢，拆股前行情绝对不会崩，赌空的真的是扶额，而且今年大选年，美股大盘绝对不会出现大崩的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313228460175680,"gmtCreate":1717487664392,"gmtModify":1717487997699,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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愿赌服输。**的票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312957522727080","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312943441314112,"gmtCreate":1717424364742,"gmtModify":1717424366214,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 众人拾柴火焰高，各为利益终会散。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 众人拾柴火焰高，各为利益终会散。","text":"$英伟达(NVDA)$ 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小猫已经跑了吗？这次才给机构了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312940624531744","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312152105840880,"gmtCreate":1717243256486,"gmtModify":1717243258465,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"确定这数据没有作假？突然这么猛了？！","listText":"确定这数据没有作假？突然这么猛了？！","text":"确定这数据没有作假？突然这么猛了？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312152105840880","repostId":"1160432997","repostType":4,"repost":{"id":"1160432997","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":1717234627,"share":"https://www.laohu8.com/m/news/1160432997?lang=&edition=full","pubTime":"2024-06-01 17:37","market":"sh","language":"zh","title":"蔚来5月交付新车20,544台，同比增长233.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160432997","media":"老虎资讯综合","summary":"2024年5月，$蔚来(NIO)$交付新车20,544台，同比增长233.8%，环比增长31.5%，创历史新高。今年1-5月，$蔚来(NIO.SI)$交付新车66,217台，同比增长51%。截至目前，蔚来已累计交付新车515,811台。","content":"<html><head></head><body><p>6月1日讯，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车2024年5月交付20,544辆汽车，同比增长233.8%，创历史新高。2024年至今，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车交付了66217辆汽车，同比增长51.0%。截至2024年5月31日，蔚来汽车累计交付量达到515,811辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c505ed9ab77667392e37d086964ad73\" title=\"\" tg-width=\"1536\" tg-height=\"614\"/></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>蔚来5月交付新车20,544台，同比增长233.8%</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蔚来5月交付新车20,544台，同比增长233.8%\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\">2024-06-01 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月1日讯，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车2024年5月交付20,544辆汽车，同比增长233.8%，创历史新高。2024年至今，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车交付了66217辆汽车，同比增长51.0%。截至2024年5月31日，蔚来汽车累计交付量达到515,811辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c505ed9ab77667392e37d086964ad73\" title=\"\" tg-width=\"1536\" tg-height=\"614\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"BK6125":"汽车制造商","NIO.SI":"蔚来","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO":"蔚来","BK4509":"腾讯概念","BK1588":"回港中概股","09866":"蔚来-SW","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4504":"桥水持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160432997","content_text":"6月1日讯，蔚来汽车2024年5月交付20,544辆汽车，同比增长233.8%，创历史新高。2024年至今，蔚来汽车交付了66217辆汽车，同比增长51.0%。截至2024年5月31日，蔚来汽车累计交付量达到515,811辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537237510707345","authorId":"3537237510707345","name":"薛定猫的谔","avatar":"https://static.tigerbbs.com/3413796caba3213475f2fb3e8c87f443","crmLevel":1,"crmLevelSwitch":0},"content":"现在各门店展车都没了，小米和理想纯电出来后，蔚来换电的优势逐渐显现。","text":"现在各门店展车都没了，小米和理想纯电出来后，蔚来换电的优势逐渐显现。","html":"现在各门店展车都没了，小米和理想纯电出来后，蔚来换电的优势逐渐显现。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312037556252856,"gmtCreate":1717215178439,"gmtModify":1717215180704,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这算什么利好？韩国芯片在世界上就是九牛一毛。","listText":"这算什么利好？韩国芯片在世界上就是九牛一毛。","text":"这算什么利好？韩国芯片在世界上就是九牛一毛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312037556252856","repostId":"2440972127","repostType":4,"repost":{"id":"2440972127","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1717209041,"share":"https://www.laohu8.com/m/news/2440972127?lang=&edition=full","pubTime":"2024-06-01 10:30","market":"us","language":"zh","title":"芯片，突传重磅利好！","url":"https://stock-news.laohu8.com/highlight/detail?id=2440972127","media":"券商中国","summary":"5月31日，韩国统计厅公布的数据显示，4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。另据韩国科学技术信息通信部日前公布的数据，4月份芯片出口同比增长53.9%，其中存储芯片出口额同比大幅增长98.7%。与此同时，当前主流存储芯片厂商已经开启了涨价模式。","content":"<html><head></head><body><p>全球芯片赛道传来重磅利好数据。</p><p>5月31日，韩国统计厅公布的数据显示，4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。另据韩国科学技术信息通信部日前公布的数据，4月份芯片出口同比增长53.9%，其中存储芯片出口额同比大幅增长98.7%。分析人士指出，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期，这对全球芯片行业无疑是一则利好消息。</p><p>与此同时，当前主流存储芯片厂商已经开启了涨价模式。有业内人士表示，今年已多次收到上游存储芯片厂提高合约价的通知。据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。</p><p>多家机构研判，存储芯片在二季度仍会延续涨价趋势。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。二级市场方面，芯片是本周A股最强势的板块之一，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌。</p><h2 id=\"id_792678195\">突传利好</h2><p>5月31日，韩国统计厅公布的数据显示，今年4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。这也标志着，库存连续第四个月下降，与此同时，韩国半导体出口出现回升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ccd85c4c184464bc8ec2736a1629fbf\" tg-width=\"817\" tg-height=\"430\"/></p><p>分析人士指出，受益于人工智能（AI）浪潮的推动，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期。这对全球芯片行业无疑是一则利好消息。</p><p>另外，统计局数据还显示，今年4月份，韩国芯片产量大幅增长22.3%，但是低于3月份的30.2%；韩国工厂出货量则增长18.6%，高于3月份的16.4%。</p><p>韩国央行报告显示，随着“人工智能热潮”以类似于2016年云服务器扩张的方式推动需求，最新一轮“芯片需求火爆”预计将至少持续到2025年上半年。</p><p>韩国芯片产业链巨头——<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>、SK海力士是世界上最大的两家存储芯片生产商，正在向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>大量供货。SK海力士表示其HBM芯片的生产能力到明年几乎已被预订满。</p><p>芯片行业尤其是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与SK海力士所撑起的存储芯片行业，可谓是韩国经济的“核心支柱”，带动了对韩国先进设备和工业建设项目的投资规模。统计数据显示，今年第一季度，韩国芯片出口同比增幅超过两位数，直接拉动韩国经济环比增长1.3%，远超经济学家普遍预期的0.6%。</p><p>基于芯片行业的超预期复苏，韩国央行还大幅上调了2024年韩国的经济增长预测。</p><p>另据韩国科学技术信息通信部日前公布的数据显示，由于全球需求强劲，韩国4月份的信息和通信技术（ICT）产品出口同比飙升33.8%，至170.8亿美元，连续第六个月增长。</p><p>从出口品种看，4月份芯片出口同比增长53.9%，达到99.6亿美元，连续第六个月实现两位数增长。其中，存储芯片出口额同比增长98.7%，达到58.2亿美元，这是由于8g DRAM的季度平均价格持续上涨，以及高带宽存储器芯片等高价值产品的需求旺盛。</p><h2 id=\"id_1607672992\">价格飙涨</h2><p>从全球市场来看，半导体赛道正迎来强势复苏。美国半导体行业协会（SIA）日前公布的数据显示，2024年第一季度全球半导体销售额总计1377亿美元，较2023年第一季度大幅增长15.2%。关于2024年半导体行业销售额预期，SIA总裁兼首席执行官John Neuffer在数据报告中预计，2024年整体销售额将相比于2023年实现两位数级别增幅。</p><p>世界半导体贸易统计组织（WSTS）预测，2024年全球半导体市场将同比增长13.1%。</p><p>野村认为，如果周期性技术复苏扩大到其他电子终端市场，将支持半导体进入下一轮上升周期，从今年下半年持续到2025年。</p><p>其中，存储芯片是半导体市场最主要的细分领域，主要分为闪存和内存。据美国半导体行业协会（SIA）发布的数据，2023年全球半导体行业销售额达到5268亿美元，第一大品类逻辑芯片销售额达到1785亿美元，存储芯片凭借923亿美元（约合人民币6600亿元）的销售额排名第二，占据了全球半导体市场约17.5%的市场份额。</p><p>随着全球存储芯片持续复苏，主流存储芯片厂商已经率先开启了涨价模式。据铠侠财报，2024年一季度，NAND Flash（其核心产品）以日元计算的售价环比上涨了15%—19%，为连续第三季出现上涨。</p><p>有业内人士表示，从2023年年底开始，全球半导体存储产业逐步进入上行周期，今年已多次收到上游存储芯片厂提高合约价的通知。</p><p>近日，美国内存大厂<a href=\"https://laohu8.com/S/WDC\">西部数据</a>宣布涨价后，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>也宣布跟进涨价。据<a href=\"https://laohu8.com/S/STX\">希捷科技</a>的公告，目前公司业务多个部分都逐步恢复需求，交货周期延长，同时成本也持续受全球通胀影响。因此，希捷科技将对新订单以及超过先前承诺数量的需求进行涨价，并持续几个季度。</p><p>据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。多家机构研判，存储芯片在二季度仍会延续涨价趋势。</p><p><a href=\"https://laohu8.com/S/002500\">山西证券</a>表示，价格上涨趋势明确，存储进入新一轮上行周期，把握行业周期反转机会。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。</p><p>二级市场方面，芯片是本周A股最强势的板块之一。其中，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌，跌幅分别为0.07%、0.64%、0.74%。</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>芯片，突传重磅利好！</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芯片，突传重磅利好！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-06-01 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球芯片赛道传来重磅利好数据。</p><p>5月31日，韩国统计厅公布的数据显示，4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。另据韩国科学技术信息通信部日前公布的数据，4月份芯片出口同比增长53.9%，其中存储芯片出口额同比大幅增长98.7%。分析人士指出，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期，这对全球芯片行业无疑是一则利好消息。</p><p>与此同时，当前主流存储芯片厂商已经开启了涨价模式。有业内人士表示，今年已多次收到上游存储芯片厂提高合约价的通知。据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。</p><p>多家机构研判，存储芯片在二季度仍会延续涨价趋势。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。二级市场方面，芯片是本周A股最强势的板块之一，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌。</p><h2 id=\"id_792678195\">突传利好</h2><p>5月31日，韩国统计厅公布的数据显示，今年4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。这也标志着，库存连续第四个月下降，与此同时，韩国半导体出口出现回升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ccd85c4c184464bc8ec2736a1629fbf\" tg-width=\"817\" tg-height=\"430\"/></p><p>分析人士指出，受益于人工智能（AI）浪潮的推动，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期。这对全球芯片行业无疑是一则利好消息。</p><p>另外，统计局数据还显示，今年4月份，韩国芯片产量大幅增长22.3%，但是低于3月份的30.2%；韩国工厂出货量则增长18.6%，高于3月份的16.4%。</p><p>韩国央行报告显示，随着“人工智能热潮”以类似于2016年云服务器扩张的方式推动需求，最新一轮“芯片需求火爆”预计将至少持续到2025年上半年。</p><p>韩国芯片产业链巨头——<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>、SK海力士是世界上最大的两家存储芯片生产商，正在向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>大量供货。SK海力士表示其HBM芯片的生产能力到明年几乎已被预订满。</p><p>芯片行业尤其是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与SK海力士所撑起的存储芯片行业，可谓是韩国经济的“核心支柱”，带动了对韩国先进设备和工业建设项目的投资规模。统计数据显示，今年第一季度，韩国芯片出口同比增幅超过两位数，直接拉动韩国经济环比增长1.3%，远超经济学家普遍预期的0.6%。</p><p>基于芯片行业的超预期复苏，韩国央行还大幅上调了2024年韩国的经济增长预测。</p><p>另据韩国科学技术信息通信部日前公布的数据显示，由于全球需求强劲，韩国4月份的信息和通信技术（ICT）产品出口同比飙升33.8%，至170.8亿美元，连续第六个月增长。</p><p>从出口品种看，4月份芯片出口同比增长53.9%，达到99.6亿美元，连续第六个月实现两位数增长。其中，存储芯片出口额同比增长98.7%，达到58.2亿美元，这是由于8g DRAM的季度平均价格持续上涨，以及高带宽存储器芯片等高价值产品的需求旺盛。</p><h2 id=\"id_1607672992\">价格飙涨</h2><p>从全球市场来看，半导体赛道正迎来强势复苏。美国半导体行业协会（SIA）日前公布的数据显示，2024年第一季度全球半导体销售额总计1377亿美元，较2023年第一季度大幅增长15.2%。关于2024年半导体行业销售额预期，SIA总裁兼首席执行官John Neuffer在数据报告中预计，2024年整体销售额将相比于2023年实现两位数级别增幅。</p><p>世界半导体贸易统计组织（WSTS）预测，2024年全球半导体市场将同比增长13.1%。</p><p>野村认为，如果周期性技术复苏扩大到其他电子终端市场，将支持半导体进入下一轮上升周期，从今年下半年持续到2025年。</p><p>其中，存储芯片是半导体市场最主要的细分领域，主要分为闪存和内存。据美国半导体行业协会（SIA）发布的数据，2023年全球半导体行业销售额达到5268亿美元，第一大品类逻辑芯片销售额达到1785亿美元，存储芯片凭借923亿美元（约合人民币6600亿元）的销售额排名第二，占据了全球半导体市场约17.5%的市场份额。</p><p>随着全球存储芯片持续复苏，主流存储芯片厂商已经率先开启了涨价模式。据铠侠财报，2024年一季度，NAND Flash（其核心产品）以日元计算的售价环比上涨了15%—19%，为连续第三季出现上涨。</p><p>有业内人士表示，从2023年年底开始，全球半导体存储产业逐步进入上行周期，今年已多次收到上游存储芯片厂提高合约价的通知。</p><p>近日，美国内存大厂<a href=\"https://laohu8.com/S/WDC\">西部数据</a>宣布涨价后，<a href=\"https://laohu8.com/S/STX\">希捷科技</a>也宣布跟进涨价。据<a href=\"https://laohu8.com/S/STX\">希捷科技</a>的公告，目前公司业务多个部分都逐步恢复需求，交货周期延长，同时成本也持续受全球通胀影响。因此，希捷科技将对新订单以及超过先前承诺数量的需求进行涨价，并持续几个季度。</p><p>据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。多家机构研判，存储芯片在二季度仍会延续涨价趋势。</p><p><a href=\"https://laohu8.com/S/002500\">山西证券</a>表示，价格上涨趋势明确，存储进入新一轮上行周期，把握行业周期反转机会。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。</p><p>二级市场方面，芯片是本周A股最强势的板块之一。其中，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌，跌幅分别为0.07%、0.64%、0.74%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3cc7e0c6d0306e7eae412cc1382441a","relate_stocks":{"159813":"芯片","SMH":"半导体指数ETF-HOLDRs","SOXX":"iShares费城交易所半导体ETF"},"source_url":"https://wallstreetcn.com/articles/3716282","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440972127","content_text":"全球芯片赛道传来重磅利好数据。5月31日，韩国统计厅公布的数据显示，4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。另据韩国科学技术信息通信部日前公布的数据，4月份芯片出口同比增长53.9%，其中存储芯片出口额同比大幅增长98.7%。分析人士指出，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期，这对全球芯片行业无疑是一则利好消息。与此同时，当前主流存储芯片厂商已经开启了涨价模式。有业内人士表示，今年已多次收到上游存储芯片厂提高合约价的通知。据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。多家机构研判，存储芯片在二季度仍会延续涨价趋势。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。二级市场方面，芯片是本周A股最强势的板块之一，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌。突传利好5月31日，韩国统计厅公布的数据显示，今年4月份芯片库存同比下降33.7%，为2014年底以来的最大降幅。这也标志着，库存连续第四个月下降，与此同时，韩国半导体出口出现回升。分析人士指出，受益于人工智能（AI）浪潮的推动，全球客户正在加快购买AI芯片，需求正以快于供应的速度增长，复苏势头超预期。这对全球芯片行业无疑是一则利好消息。另外，统计局数据还显示，今年4月份，韩国芯片产量大幅增长22.3%，但是低于3月份的30.2%；韩国工厂出货量则增长18.6%，高于3月份的16.4%。韩国央行报告显示，随着“人工智能热潮”以类似于2016年云服务器扩张的方式推动需求，最新一轮“芯片需求火爆”预计将至少持续到2025年上半年。韩国芯片产业链巨头——三星电子、SK海力士是世界上最大的两家存储芯片生产商，正在向英伟达大量供货。SK海力士表示其HBM芯片的生产能力到明年几乎已被预订满。芯片行业尤其是三星与SK海力士所撑起的存储芯片行业，可谓是韩国经济的“核心支柱”，带动了对韩国先进设备和工业建设项目的投资规模。统计数据显示，今年第一季度，韩国芯片出口同比增幅超过两位数，直接拉动韩国经济环比增长1.3%，远超经济学家普遍预期的0.6%。基于芯片行业的超预期复苏，韩国央行还大幅上调了2024年韩国的经济增长预测。另据韩国科学技术信息通信部日前公布的数据显示，由于全球需求强劲，韩国4月份的信息和通信技术（ICT）产品出口同比飙升33.8%，至170.8亿美元，连续第六个月增长。从出口品种看，4月份芯片出口同比增长53.9%，达到99.6亿美元，连续第六个月实现两位数增长。其中，存储芯片出口额同比增长98.7%，达到58.2亿美元，这是由于8g DRAM的季度平均价格持续上涨，以及高带宽存储器芯片等高价值产品的需求旺盛。价格飙涨从全球市场来看，半导体赛道正迎来强势复苏。美国半导体行业协会（SIA）日前公布的数据显示，2024年第一季度全球半导体销售额总计1377亿美元，较2023年第一季度大幅增长15.2%。关于2024年半导体行业销售额预期，SIA总裁兼首席执行官John Neuffer在数据报告中预计，2024年整体销售额将相比于2023年实现两位数级别增幅。世界半导体贸易统计组织（WSTS）预测，2024年全球半导体市场将同比增长13.1%。野村认为，如果周期性技术复苏扩大到其他电子终端市场，将支持半导体进入下一轮上升周期，从今年下半年持续到2025年。其中，存储芯片是半导体市场最主要的细分领域，主要分为闪存和内存。据美国半导体行业协会（SIA）发布的数据，2023年全球半导体行业销售额达到5268亿美元，第一大品类逻辑芯片销售额达到1785亿美元，存储芯片凭借923亿美元（约合人民币6600亿元）的销售额排名第二，占据了全球半导体市场约17.5%的市场份额。随着全球存储芯片持续复苏，主流存储芯片厂商已经率先开启了涨价模式。据铠侠财报，2024年一季度，NAND Flash（其核心产品）以日元计算的售价环比上涨了15%—19%，为连续第三季出现上涨。有业内人士表示，从2023年年底开始，全球半导体存储产业逐步进入上行周期，今年已多次收到上游存储芯片厂提高合约价的通知。近日，美国内存大厂西部数据宣布涨价后，希捷科技也宣布跟进涨价。据希捷科技的公告，目前公司业务多个部分都逐步恢复需求，交货周期延长，同时成本也持续受全球通胀影响。因此，希捷科技将对新订单以及超过先前承诺数量的需求进行涨价，并持续几个季度。据TrendForce集邦咨询最新预估，第二季DRAM合约价季涨幅将上修至13%—18%；NAND Flash合约价季涨幅同步上修至约15%—20%。多家机构研判，存储芯片在二季度仍会延续涨价趋势。山西证券表示，价格上涨趋势明确，存储进入新一轮上行周期，把握行业周期反转机会。未来随着存储价格持续涨价带来的营业利润率改善，存储龙头厂商有望迎来业绩与估值的戴维斯双击，行业存在较大的反弹空间。二级市场方面，芯片是本周A股最强势的板块之一。其中，Wind芯片指数周涨幅达4.76%，对比之下，沪指、深证成指、创业板指的周线均录得下跌，跌幅分别为0.07%、0.64%、0.74%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311808311402736,"gmtCreate":1717159322296,"gmtModify":1717159324057,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这数据作假吧。","listText":"这数据作假吧。","text":"这数据作假吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311808311402736","repostId":"1101779143","repostType":4,"repost":{"id":"1101779143","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":1717158644,"share":"https://www.laohu8.com/m/news/1101779143?lang=&edition=full","pubTime":"2024-05-31 20:30","market":"us","language":"zh","title":"盘前丨美联储青睐的通胀指标“降温”，美股期指拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1101779143","media":"老虎资讯综合","summary":"美国4月核心PCE物价指数年率 2.8%，预期2.80%，前值2.80%。","content":"<html><head></head><body><p><strong>美国4月核心PCE物价指数月率 0.2%，预期 0.3%，前值 0.3%。</strong></p><p><strong>美国4月核心PCE物价指数年率 2.8%，预期 2.8%，前值 2.8%。</strong></p><p><strong>美国4月个人支出月率 0.2%，预期 0.3%，前值：0.8%。</strong></p><blockquote><p>速评：美联储青睐的通胀指标降温，这是政策制定者朝着正确方向迈出的一步，目前他们正在寻求可以准备降息的信心。这份报告为美联储官员提供了一些关于通胀趋势的安慰。</p><p>“美联储传声筒”Nick Timiraos表示，今天的PCE结果在两周前就已被广泛预期，预计将不会改变美联储近期“观望”的态度。</p></blockquote><p>数据发布后，美股期指短线拉升。美国国债收益率短线走低，30年期国债收益率走低约1.5bp，10年期国债收益率走低超2bp，报4.536%。利率互换市场定价保持稳定，预计2024年美联储至少有一次降息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8b5592f1181d51edf0769d1aec6816\" title=\"\" tg-width=\"992\" tg-height=\"539\"/></p><h4 id=\"id_1797785297\">个股盘前走势</h4><p>戴尔大跌超15%。尽管戴尔一季度总营收和分项业务收入都超预期，总收入为两年来首度同比增长，AI服务器的积压订单高达38亿美元或季环比增长30%，但调整后EPS盈利同比下滑，无法满足投资者对其AI业务寄予的厚望。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a19709c0ddd4e0f53deac9c9b1faf32\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>法拉第未来涨超15%。贾跃亭称“法拉第未来永远无法盈利”是造谣，坚信FF可能成为更早实现盈利的公司之一。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77c6a432cc07a9fcd7978cb61d2d865d\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>英伟达盘前反弹2%。昨日跌近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c48cfe106a5358f3d34eb2c6795e68b\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>特朗普媒体科技集团涨超6%。纽约一家法院陪审团裁定，美国前总统特朗普在“封口费”案中有罪，被控的34项罪名全部成立。但定罪并不影响他参加总统竞选。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5fbbb28663ab2ffb4a03a502cebb6d2\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></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>盘前丨美联储青睐的通胀指标“降温”，美股期指拉升</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; 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}\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盘前丨美联储青睐的通胀指标“降温”，美股期指拉升\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\">2024-05-31 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>美国4月核心PCE物价指数月率 0.2%，预期 0.3%，前值 0.3%。</strong></p><p><strong>美国4月核心PCE物价指数年率 2.8%，预期 2.8%，前值 2.8%。</strong></p><p><strong>美国4月个人支出月率 0.2%，预期 0.3%，前值：0.8%。</strong></p><blockquote><p>速评：美联储青睐的通胀指标降温，这是政策制定者朝着正确方向迈出的一步，目前他们正在寻求可以准备降息的信心。这份报告为美联储官员提供了一些关于通胀趋势的安慰。</p><p>“美联储传声筒”Nick Timiraos表示，今天的PCE结果在两周前就已被广泛预期，预计将不会改变美联储近期“观望”的态度。</p></blockquote><p>数据发布后，美股期指短线拉升。美国国债收益率短线走低，30年期国债收益率走低约1.5bp，10年期国债收益率走低超2bp，报4.536%。利率互换市场定价保持稳定，预计2024年美联储至少有一次降息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8b5592f1181d51edf0769d1aec6816\" title=\"\" tg-width=\"992\" tg-height=\"539\"/></p><h4 id=\"id_1797785297\">个股盘前走势</h4><p>戴尔大跌超15%。尽管戴尔一季度总营收和分项业务收入都超预期，总收入为两年来首度同比增长，AI服务器的积压订单高达38亿美元或季环比增长30%，但调整后EPS盈利同比下滑，无法满足投资者对其AI业务寄予的厚望。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a19709c0ddd4e0f53deac9c9b1faf32\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>法拉第未来涨超15%。贾跃亭称“法拉第未来永远无法盈利”是造谣，坚信FF可能成为更早实现盈利的公司之一。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77c6a432cc07a9fcd7978cb61d2d865d\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>英伟达盘前反弹2%。昨日跌近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c48cfe106a5358f3d34eb2c6795e68b\" title=\"\" tg-width=\"450\" tg-height=\"124\"/></p><p>特朗普媒体科技集团涨超6%。纽约一家法院陪审团裁定，美国前总统特朗普在“封口费”案中有罪，被控的34项罪名全部成立。但定罪并不影响他参加总统竞选。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5fbbb28663ab2ffb4a03a502cebb6d2\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101779143","content_text":"美国4月核心PCE物价指数月率 0.2%，预期 0.3%，前值 0.3%。美国4月核心PCE物价指数年率 2.8%，预期 2.8%，前值 2.8%。美国4月个人支出月率 0.2%，预期 0.3%，前值：0.8%。速评：美联储青睐的通胀指标降温，这是政策制定者朝着正确方向迈出的一步，目前他们正在寻求可以准备降息的信心。这份报告为美联储官员提供了一些关于通胀趋势的安慰。“美联储传声筒”Nick Timiraos表示，今天的PCE结果在两周前就已被广泛预期，预计将不会改变美联储近期“观望”的态度。数据发布后，美股期指短线拉升。美国国债收益率短线走低，30年期国债收益率走低约1.5bp，10年期国债收益率走低超2bp，报4.536%。利率互换市场定价保持稳定，预计2024年美联储至少有一次降息。个股盘前走势戴尔大跌超15%。尽管戴尔一季度总营收和分项业务收入都超预期，总收入为两年来首度同比增长，AI服务器的积压订单高达38亿美元或季环比增长30%，但调整后EPS盈利同比下滑，无法满足投资者对其AI业务寄予的厚望。法拉第未来涨超15%。贾跃亭称“法拉第未来永远无法盈利”是造谣，坚信FF可能成为更早实现盈利的公司之一。英伟达盘前反弹2%。昨日跌近4%。特朗普媒体科技集团涨超6%。纽约一家法院陪审团裁定，美国前总统特朗普在“封口费”案中有罪，被控的34项罪名全部成立。但定罪并不影响他参加总统竞选。","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311021295898656,"gmtCreate":1716960261195,"gmtModify":1716960263267,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"至少500万亿。格局大点。好吧！！","listText":"至少500万亿。格局大点。好吧！！","text":"至少500万亿。格局大点。好吧！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311021295898656","repostId":"2439557567","repostType":4,"repost":{"id":"2439557567","pubTimestamp":1716954853,"share":"https://www.laohu8.com/m/news/2439557567?lang=&edition=full","pubTime":"2024-05-29 11:54","market":"us","language":"zh","title":"“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了","url":"https://stock-news.laohu8.com/highlight/detail?id=2439557567","media":"格隆汇","summary":"马斯克“下单”鼎力助攻","content":"<html><head></head><body><blockquote><p>马斯克“下单”鼎力助攻</p></blockquote><p>今年全球市场最强“秀儿”，非英伟达莫属。</p><p>美股周二，英伟达大涨近7%报1139.01美元，又双叒叕创下历史新高。</p><p>市值一夜暴增1828亿美元（约合人民币13243.86亿元），<strong>总市值突破2.8万亿美元，距离赶超2.91万亿美元的苹果仅剩下一步之遥</strong>。</p><p><strong>晋升3万亿美元俱乐部似乎也不远了</strong>，目前英伟达和微软也只差了0.4万亿美元。</p><p>截至目前，英伟达已经连续三个交易日大涨，累计涨幅近20%。</p><p><strong>今年以来，英伟达的势头可谓一飞冲天。</strong>相较之下，苹果、微软的股价则表现平平，甚至有些许惨淡。</p><p>自AI热潮席卷开来，人工智能和芯片成为全球炙手可热的存在。</p><p>而在此引爆之下，作为“AI龙头”的英伟达<strong>年内已经暴涨超136%，</strong>微软则累涨超16%，“掉队”的苹果仅涨了2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/497fc743d13b1ce21686322867b1e33b\" tg-width=\"560\" tg-height=\"240\"/></p><p>回顾英伟达的狂飙之路，2023 年6月13日，英伟达市值突破1万亿美元。</p><p>今年的2月23日，市值突破 2 万亿美元；5月23日，英伟达股价突破 1000 点大关，市值突破 2.5 万亿美元大关。</p><p>在近一年时间，英伟达以迅雷不及掩耳之势创下了多个里程碑。</p><p>而随着英伟达“涨上天”之际，CEO黄仁勋的身价也遥遥直上。目前，其身价已经达到910亿美元，稳居全球富豪榜第17位。</p><p><strong>可以预见，全球首富易主可能就在不久的将来。</strong></p><p>按目前这个趋势来看，预计黄仁勋最快在2025年之前就能超越马斯克，登顶全球首富。</p><p><strong>“涨破天际”的背后</strong></p><p><strong>周二，英伟达的狂飙少不了马斯克的助力。</strong></p><p>日前，马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。</p><p>据悉，在xAI 成功筹集到60亿美元资金后，马斯克计划将英伟达的H100图形处理器集群连接起来，打造一台xAI超级计算机，为训练其下一版本的Grok。</p><p>目前，xAI预计将需要多达10万个GPU，规模将是当今最大GPU集群的四倍。这台超级计算机，或称之为“计算超级工厂”<strong>，</strong>预计将于明年秋季前投入运行。</p><p><strong>稍早前，英伟达强劲财报掀起了华尔街的狂欢。</strong></p><p>财报显示，英伟达2024 年一季度的总营收为260亿美元，同比增长262%。</p><p>数据中心收入为225.63亿美元，同比增长427%，环比增长23%。与去年相比，计算收入增长了约5倍，网络收入增长了约3倍。</p><p>收入的增长主要得益于Hopper架构GPU（例如H100）的出货量增加。</p><p>目前，包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商，大约占英伟达数据中心收入的40%。</p><p><strong>黄仁勋当时表示，下一场工业革命已经开始。</strong></p><p>当下，各国和大量公司正与英伟达合作，将传统数据中心转型为“AI工厂”，生产人工智能的新产品。</p><p>在业绩之后，英伟达还宣布10-1 股票拆分，并将6月7日（周五）收盘后分配；拆股后，英伟达将把一季度股息提高150%，达到每股0.1美元。</p><p>对于下一季度，英伟达预计营收将达到280亿美元，预计GAAP毛利率为74.8%，全年毛利率将稳定在约70%左右。</p><p>对此，Cantor Fitzgerald的分析师CJ Muse表示，xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。</p><p><strong>涨势远未结束？</strong></p><p>人工智能的狂欢下，华尔街在为英伟达“欢呼雀跃”。</p><p>I/O Fund科技分析师Beth Kindig表示，英伟达的涨势还远未结束。</p><p>她预计，英伟达凭借其坚不可摧的护城河，其<strong>股价将在2030年前比目前水平飙升258%，市值将达到10万亿美元。</strong></p><p>原因是，英伟达的下一代Blackwell GPU芯片、其CUDA软件平台以及其在汽车市场的发展，将推动英伟达实现的新一轮大规模增长。</p><p>此前，Cantor Fitzgerald的分析师C J Muse将英伟达的目标股价从1200美元<strong>上调至1400美元，为华尔街最高。</strong></p><p><strong>国内私募大佬但斌也在力挺英伟达。</strong></p><p>近期但斌表示，在东方港湾中从头到尾重仓持有英伟达的只有他本人，其他研究员均是在他的强烈建议下“间断着”持有英伟达，但斌对此表示相当“困惑”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b87dee8be89e512be07489bd8644a72\" tg-width=\"814\" tg-height=\"394\"/></p><p>坚持长期价值投资的但斌，此前在做客格隆汇高端访谈栏目《格隆博士会客厅》时谈到：<strong>投资要像在大海里找鲸鱼，炒股要买最好的公司。</strong></p><p>买大象、买鲸鱼，真正赚钱的也是这些公司，真正的企业长期增长是靠利润推动的。全世界都是“二八现象”，（财富和资源）都是往最好的公司上面集中。</p><p>他曾表示，目前全球最大的机遇仍然是人工智能。人工智能时代结束的时候，假设以2034年或者2044年为节点，大概率会看到10万亿级美金的公司。</p></body></html>","source":"gelonghui_highlight","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>“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了</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“宇宙硬核第一股”英伟达的狂飙之路：市值紧逼苹果，黄仁勋离全球首富不远了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-29 11:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/761139><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克“下单”鼎力助攻今年全球市场最强“秀儿”，非英伟达莫属。美股周二，英伟达大涨近7%报1139.01美元，又双叒叕创下历史新高。市值一夜暴增1828亿美元（约合人民币13243.86亿元），总市值突破2.8万亿美元，距离赶超2.91万亿美元的苹果仅剩下一步之遥。晋升3万亿美元俱乐部似乎也不远了，目前英伟达和微软也只差了0.4万亿美元。截至目前，英伟达已经连续三个交易日大涨，累计涨幅近20%。...</p>\n\n<a href=\"https://www.gelonghui.com/p/761139\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4141":"半导体产品","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4551":"寇图资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","NVDA":"英伟达","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4512":"苹果概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4549":"软银资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","AAPL":"苹果","BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US 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ACC","BK4559":"巴菲特持仓","LU0109392836.USD":"富兰克林科技股A","BK4550":"红杉资本持仓"},"source_url":"https://www.gelonghui.com/p/761139","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2439557567","content_text":"马斯克“下单”鼎力助攻今年全球市场最强“秀儿”，非英伟达莫属。美股周二，英伟达大涨近7%报1139.01美元，又双叒叕创下历史新高。市值一夜暴增1828亿美元（约合人民币13243.86亿元），总市值突破2.8万亿美元，距离赶超2.91万亿美元的苹果仅剩下一步之遥。晋升3万亿美元俱乐部似乎也不远了，目前英伟达和微软也只差了0.4万亿美元。截至目前，英伟达已经连续三个交易日大涨，累计涨幅近20%。今年以来，英伟达的势头可谓一飞冲天。相较之下，苹果、微软的股价则表现平平，甚至有些许惨淡。自AI热潮席卷开来，人工智能和芯片成为全球炙手可热的存在。而在此引爆之下，作为“AI龙头”的英伟达年内已经暴涨超136%，微软则累涨超16%，“掉队”的苹果仅涨了2%。回顾英伟达的狂飙之路，2023 年6月13日，英伟达市值突破1万亿美元。今年的2月23日，市值突破 2 万亿美元；5月23日，英伟达股价突破 1000 点大关，市值突破 2.5 万亿美元大关。在近一年时间，英伟达以迅雷不及掩耳之势创下了多个里程碑。而随着英伟达“涨上天”之际，CEO黄仁勋的身价也遥遥直上。目前，其身价已经达到910亿美元，稳居全球富豪榜第17位。可以预见，全球首富易主可能就在不久的将来。按目前这个趋势来看，预计黄仁勋最快在2025年之前就能超越马斯克，登顶全球首富。“涨破天际”的背后周二，英伟达的狂飙少不了马斯克的助力。日前，马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。据悉，在xAI 成功筹集到60亿美元资金后，马斯克计划将英伟达的H100图形处理器集群连接起来，打造一台xAI超级计算机，为训练其下一版本的Grok。目前，xAI预计将需要多达10万个GPU，规模将是当今最大GPU集群的四倍。这台超级计算机，或称之为“计算超级工厂”，预计将于明年秋季前投入运行。稍早前，英伟达强劲财报掀起了华尔街的狂欢。财报显示，英伟达2024 年一季度的总营收为260亿美元，同比增长262%。数据中心收入为225.63亿美元，同比增长427%，环比增长23%。与去年相比，计算收入增长了约5倍，网络收入增长了约3倍。收入的增长主要得益于Hopper架构GPU（例如H100）的出货量增加。目前，包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商，大约占英伟达数据中心收入的40%。黄仁勋当时表示，下一场工业革命已经开始。当下，各国和大量公司正与英伟达合作，将传统数据中心转型为“AI工厂”，生产人工智能的新产品。在业绩之后，英伟达还宣布10-1 股票拆分，并将6月7日（周五）收盘后分配；拆股后，英伟达将把一季度股息提高150%，达到每股0.1美元。对于下一季度，英伟达预计营收将达到280亿美元，预计GAAP毛利率为74.8%，全年毛利率将稳定在约70%左右。对此，Cantor Fitzgerald的分析师CJ Muse表示，xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。涨势远未结束？人工智能的狂欢下，华尔街在为英伟达“欢呼雀跃”。I/O Fund科技分析师Beth Kindig表示，英伟达的涨势还远未结束。她预计，英伟达凭借其坚不可摧的护城河，其股价将在2030年前比目前水平飙升258%，市值将达到10万亿美元。原因是，英伟达的下一代Blackwell GPU芯片、其CUDA软件平台以及其在汽车市场的发展，将推动英伟达实现的新一轮大规模增长。此前，Cantor Fitzgerald的分析师C J Muse将英伟达的目标股价从1200美元上调至1400美元，为华尔街最高。国内私募大佬但斌也在力挺英伟达。近期但斌表示，在东方港湾中从头到尾重仓持有英伟达的只有他本人，其他研究员均是在他的强烈建议下“间断着”持有英伟达，但斌对此表示相当“困惑”。坚持长期价值投资的但斌，此前在做客格隆汇高端访谈栏目《格隆博士会客厅》时谈到：投资要像在大海里找鲸鱼，炒股要买最好的公司。买大象、买鲸鱼，真正赚钱的也是这些公司，真正的企业长期增长是靠利润推动的。全世界都是“二八现象”，（财富和资源）都是往最好的公司上面集中。他曾表示，目前全球最大的机遇仍然是人工智能。人工智能时代结束的时候，假设以2034年或者2044年为节点，大概率会看到10万亿级美金的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311046636044384,"gmtCreate":1716943273927,"gmtModify":1716943275298,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 出来混，早晚要还的。微软苹果花了好多年才到三万亿，你花了一年不到？！走着瞧吧","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 出来混，早晚要还的。微软苹果花了好多年才到三万亿，你花了一年不到？！走着瞧吧","text":"$英伟达(NVDA)$ 出来混，早晚要还的。微软苹果花了好多年才到三万亿，你花了一年不到？！走着瞧吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/311046636044384","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"吃不到葡萄说葡萄酸吧","text":"吃不到葡萄说葡萄酸吧","html":"吃不到葡萄说葡萄酸吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310939008749704,"gmtCreate":1716940338679,"gmtModify":1716947726686,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 日嘛总有一天会出事。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 日嘛总有一天会出事。","text":"$英伟达(NVDA)$ 日嘛总有一天会出事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310939008749704","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310789857407152,"gmtCreate":1716903764702,"gmtModify":1716903765875,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 眼睁睁看着你最后的疯狂。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 眼睁睁看着你最后的疯狂。","text":"$英伟达(NVDA)$ 眼睁睁看着你最后的疯狂。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310789857407152","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309332563013640,"gmtCreate":1716548303230,"gmtModify":1716548305217,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有啥用？有种你上市。。。","listText":"有啥用？有种你上市。。。","text":"有啥用？有种你上市。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309332563013640","repostId":"1188215176","repostType":4,"repost":{"id":"1188215176","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":1716547075,"share":"https://www.laohu8.com/m/news/1188215176?lang=&edition=full","pubTime":"2024-05-24 18:37","market":"us","language":"zh","title":"传抖音电商2024年GMV目标4万亿，非常接近去年的拼多多","url":"https://stock-news.laohu8.com/highlight/detail?id=1188215176","media":"老虎资讯综合","summary":"涨幅接近50%。","content":"<html><head></head><body><p>有接近抖音电商的人士透露称，<strong>2023年，抖音电商的商品交易总额（GMV）大约为2.7万亿，2024年的GMV目标则是4万亿，涨幅接近50%。</strong></p><p>记者就此求证了抖音方面，对方表示不予回应。</p><p>2023年，阿里巴巴全年GMV为7.2万亿，而拼多多GMV则是4.05万亿。这意味着，抖音电商今年的目标已经非常接近拼多多去年的成绩。（36氪）</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>传抖音电商2024年GMV目标4万亿，非常接近去年的拼多多</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传抖音电商2024年GMV目标4万亿，非常接近去年的拼多多\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\">2024-05-24 18:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有接近抖音电商的人士透露称，<strong>2023年，抖音电商的商品交易总额（GMV）大约为2.7万亿，2024年的GMV目标则是4万亿，涨幅接近50%。</strong></p><p>记者就此求证了抖音方面，对方表示不予回应。</p><p>2023年，阿里巴巴全年GMV为7.2万亿，而拼多多GMV则是4.05万亿。这意味着，抖音电商今年的目标已经非常接近拼多多去年的成绩。（36氪）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/134bff3437d15d05348710b9987f417a","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188215176","content_text":"有接近抖音电商的人士透露称，2023年，抖音电商的商品交易总额（GMV）大约为2.7万亿，2024年的GMV目标则是4万亿，涨幅接近50%。记者就此求证了抖音方面，对方表示不予回应。2023年，阿里巴巴全年GMV为7.2万亿，而拼多多GMV则是4.05万亿。这意味着，抖音电商今年的目标已经非常接近拼多多去年的成绩。（36氪）","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308606721777944,"gmtCreate":1716371188774,"gmtModify":1716371190741,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不超过？真会玩游戏，那回购一毛钱也行","listText":"不超过？真会玩游戏，那回购一毛钱也行","text":"不超过？真会玩游戏，那回购一毛钱也行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308606721777944","repostId":"1187870611","repostType":4,"repost":{"id":"1187870611","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":1716366725,"share":"https://www.laohu8.com/m/news/1187870611?lang=&edition=full","pubTime":"2024-05-22 16:32","market":"hk","language":"zh","title":"快手一季度营收294.1亿元，调整后净利润暴增10347.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187870611","media":"老虎资讯综合","summary":"公司可于未来36个月内购回价值不超过160亿港元的B类普通股。","content":"<html><head></head><body><p>快手2024年一季度营收294.1亿元人民币，同比增长16.6%，市场预估290.4亿元。</p><p>一季度净利润41.2亿元，预估22.1亿元。</p><p>一季度调整后净利润43.9亿元，同比增长10347.6%，预估32亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f02094a666c55a9d8764f1aa244711be\" title=\"\" tg-width=\"985\" tg-height=\"539\"/></p><p><strong>分项业务</strong></p><p>一季度快手的平均日活跃用户、平均月活跃用户分别达3.94亿及6.97 亿，分别同比增长5.2%、6.6%。</p><p>一季度快手日活跃用户日均使用时长达129.5分钟。用户总使用时长同比增长8.6%。</p><p>一季度电商业务GMV同比增长28.2%至人民币2881亿元。</p><p>一季度直播收入85.8亿元人民币，市场预估85.8亿元。</p><p>一季度线上营销服务收入166.5亿元。</p><p><strong>回购</strong></p><p>快手：根据新股份购回计划，<strong>公司可于未来36个月内购回价值不超过160亿港元的公司B类普通股，直至2027年将举行的股东周年大会结束为止。</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>快手一季度营收294.1亿元，调整后净利润暴增10347.6%</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; 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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快手一季度营收294.1亿元，调整后净利润暴增10347.6%\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\">2024-05-22 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>快手2024年一季度营收294.1亿元人民币，同比增长16.6%，市场预估290.4亿元。</p><p>一季度净利润41.2亿元，预估22.1亿元。</p><p>一季度调整后净利润43.9亿元，同比增长10347.6%，预估32亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f02094a666c55a9d8764f1aa244711be\" title=\"\" tg-width=\"985\" tg-height=\"539\"/></p><p><strong>分项业务</strong></p><p>一季度快手的平均日活跃用户、平均月活跃用户分别达3.94亿及6.97 亿，分别同比增长5.2%、6.6%。</p><p>一季度快手日活跃用户日均使用时长达129.5分钟。用户总使用时长同比增长8.6%。</p><p>一季度电商业务GMV同比增长28.2%至人民币2881亿元。</p><p>一季度直播收入85.8亿元人民币，市场预估85.8亿元。</p><p>一季度线上营销服务收入166.5亿元。</p><p><strong>回购</strong></p><p>快手：根据新股份购回计划，<strong>公司可于未来36个月内购回价值不超过160亿港元的公司B类普通股，直至2027年将举行的股东周年大会结束为止。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187870611","content_text":"快手2024年一季度营收294.1亿元人民币，同比增长16.6%，市场预估290.4亿元。一季度净利润41.2亿元，预估22.1亿元。一季度调整后净利润43.9亿元，同比增长10347.6%，预估32亿元。分项业务一季度快手的平均日活跃用户、平均月活跃用户分别达3.94亿及6.97 亿，分别同比增长5.2%、6.6%。一季度快手日活跃用户日均使用时长达129.5分钟。用户总使用时长同比增长8.6%。一季度电商业务GMV同比增长28.2%至人民币2881亿元。一季度直播收入85.8亿元人民币，市场预估85.8亿元。一季度线上营销服务收入166.5亿元。回购快手：根据新股份购回计划，公司可于未来36个月内购回价值不超过160亿港元的公司B类普通股，直至2027年将举行的股东周年大会结束为止。","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308562678919336,"gmtCreate":1716354524838,"gmtModify":1716354526085,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 不出财报公告吗？只有几天了，不会是心虚吧","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 不出财报公告吗？只有几天了，不会是心虚吧","text":"$美团-W(03690)$ 不出财报公告吗？只有几天了，不会是心虚吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308562678919336","isVote":1,"tweetType":1,"viewCount":1404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308342485508192,"gmtCreate":1716300828130,"gmtModify":1716300829868,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a> 盘子太小，分分钟被砸下来","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a> 盘子太小，分分钟被砸下来","text":"$小鹏汽车(XPEV)$ 盘子太小，分分钟被砸下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308342485508192","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308284889993232,"gmtCreate":1716286847734,"gmtModify":1716286849324,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不要太贪了","listText":"不要太贪了","text":"不要太贪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308284889993232","repostId":"1177511750","repostType":4,"repost":{"id":"1177511750","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":1716283988,"share":"https://www.laohu8.com/m/news/1177511750?lang=&edition=full","pubTime":"2024-05-21 17:33","market":"hk","language":"zh","title":"腾讯：5月21日斥资10.03亿港元回购261万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1177511750","media":"老虎资讯综合","summary":"每股回购价格为379.8-393.4港元。","content":"<html><head></head><body><p>连续第三日回购！腾讯控股公告：公司于2024年5月21日斥资10.03亿港元回购261万股股份，每股回购价格为379.8-393.4港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0f16bd600767f13536ba9a06a045b2b\" title=\"\" tg-width=\"536\" tg-height=\"157\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6cb708c1415c31aa854c79f3926aa5b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯：5月21日斥资10.03亿港元回购261万股</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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20:06","market":"us","language":"zh","title":"特斯拉Q1在华收入30.43亿美元，同比大增238.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151279579","media":"新京报","summary":"中国市场继续是特斯拉全球第二大市场，但与美国市场的规模进一步缩小。","content":"<div>\n<p>记者 林子4月28日晚间，根据特斯拉向美国证券交易委员会递交的文件显示，今年第一季度特斯拉在华收入达到30.43亿美元，较去年同期的9亿美元大幅增长238.1%，占特斯拉一季度营收比例达29.29%。中国市场继续是特斯拉全球第二大市场，但与美国市场的规模进一步缩小。文件显示，特斯拉第一季度在美国的销售收入达44.24亿美元，同比增长59.82%，占特斯拉Q1营收比例达42.58%，较去年同期的...</p>\n\n<a href=\"https://www.bjnews.com.cn/detail/161961027215196.html\">Web Link</a>\n\n</div>\n","source":"xjb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Q1在华收入30.43亿美元，同比大增238.1%</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特斯拉Q1在华收入30.43亿美元，同比大增238.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 20:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.bjnews.com.cn/detail/161961027215196.html><strong>新京报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 林子4月28日晚间，根据特斯拉向美国证券交易委员会递交的文件显示，今年第一季度特斯拉在华收入达到30.43亿美元，较去年同期的9亿美元大幅增长238.1%，占特斯拉一季度营收比例达29.29%。中国市场继续是特斯拉全球第二大市场，但与美国市场的规模进一步缩小。文件显示，特斯拉第一季度在美国的销售收入达44.24亿美元，同比增长59.82%，占特斯拉Q1营收比例达42.58%，较去年同期的...</p>\n\n<a href=\"https://www.bjnews.com.cn/detail/161961027215196.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ba18e4c173130d8ec828f5035d30189","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bjnews.com.cn/detail/161961027215196.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151279579","content_text":"记者 林子4月28日晚间，根据特斯拉向美国证券交易委员会递交的文件显示，今年第一季度特斯拉在华收入达到30.43亿美元，较去年同期的9亿美元大幅增长238.1%，占特斯拉一季度营收比例达29.29%。中国市场继续是特斯拉全球第二大市场，但与美国市场的规模进一步缩小。文件显示，特斯拉第一季度在美国的销售收入达44.24亿美元，同比增长59.82%，占特斯拉Q1营收比例达42.58%，较去年同期的46.23%有所下降；挪威、荷兰等其他市场贡献29.22亿美元，同比增长26.11%。特斯拉一季报显示，公司该季度营收达103.89亿美元，同比增长74%，净利润为4.38亿美元，是公司连续第七个季度实现盈利。特斯拉披露称公司已完全偿还与上海超级工厂支出相关的6.14亿美元贷款，相关的贷款合同已经终止。该合同终止后，公司债务和融资租赁表中包含的固定资产授信项下未使用的7.58亿美元将不可再用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352277229,"gmtCreate":1616982051361,"gmtModify":1616982051361,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>今天不跌10个点以上不符合逻辑。。。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>今天不跌10个点以上不符合逻辑。。。","text":"$美团-W(03690)$今天不跌10个点以上不符合逻辑。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/352277229","isVote":1,"tweetType":1,"viewCount":4812,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437864438698016","authorId":"3437864438698016","name":"小do","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1},"content":"今天跌6个点，明天继续跌4个点，下看260.","text":"今天跌6个点，明天继续跌4个点，下看260.","html":"今天跌6个点，明天继续跌4个点，下看260."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380674746,"gmtCreate":1612538654685,"gmtModify":1703763427071,"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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