南山小鱼人的个人主页 - 老虎社区

南山小鱼人

南山小鱼人

老虎证券首席交易员

IP属地：广东

354关注

49粉丝

8主题

0勋章

南山小鱼人

2024-10-05

$老虎证券(TIGR)$ 先叠甲，投资有风险，入市需谨慎。当赢面极大的时候，不all in，而选择分散仓位，又想着小盘股爆涨，那就是对自己判断逻辑的不信任，既然不信任，为啥还要去博赢面不大的小盘股呢，

南山小鱼人

2024-03-13

$PDD 20240517 200.0 CALL$ [呆住]

南山小鱼人

2023-05-26

南山小鱼人

2023-08-30

怎么说[抱拳] [抱拳] [抱拳]

南山小鱼人

2024-07-14

$特斯拉(TSLA)$ 老马真识途了，牛[666]

南山小鱼人

2024-02-14

巧了，刚看完《中国合伙人》，个人的实力+时代的步伐，成就了新东方

抱歉，原内容已删除

南山小鱼人

2023-09-28

$QQQ 20230927 354.0 PUT$ 恐怖的期权交易，day trader太刺激了 vwap和ema5没啥用，还是MACD好使。 macd 叠加1分钟vol和3分钟vol和5分钟vol，你就能判断期权标的快要反转的节点 qqq末日期权，交易有感(20230927)

南山小鱼人

2023-08-26

$VinFast Auto(VFS)$ [吃瓜]

南山小鱼人

2023-01-12

今天晚上空就对了，市场都已经price in了，如果预期6.5，那就是利好尽出，利空的。如果预期不符，那就是市场波动，也是李（利空的

@美股解毒师:12月CPI投资要点：病还没好，康复Party已经参加了？

南山小鱼人

2024-02-05

$礼来(LLY)$ 擦，全是博财报的 1张，看meta看傻了[笑哭]

去老虎APP查看更多动态

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19:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月17日，抖音集团李亮发文称：“大量的营销号有组织地炒作“字节是恒科的最大空头”，将时间上的巧合诡辩为因果关系，实质是想挑拨公司之间的关系，将多因素造成的指数暂时性涨跌，归罪于企业推出有竞争力的产品，这很荒唐也很恶意。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3626003e9741231bcd92c7999de2ba62\" title=\"\" tg-width=\"500\" tg-height=\"799\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ef383fc1a0bc576c31676cf83b514ce","relate_stocks":{"HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176508672","content_text":"2月17日，抖音集团李亮发文称：“大量的营销号有组织地炒作“字节是恒科的最大空头”，将时间上的巧合诡辩为因果关系，实质是想挑拨公司之间的关系，将多因素造成的指数暂时性涨跌，归罪于企业推出有竞争力的产品，这很荒唐也很恶意。”","news_type":1,"symbols_score_info":{"HSTECH":2}},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520168501801464,"gmtCreate":1767969690840,"gmtModify":1767969694498,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"相信","listText":"相信","text":"相信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520168501801464","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517513545544896,"gmtCreate":1767375370233,"gmtModify":1767405359684,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"title":"","htmlText":"<a 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Burry，后来又在市场悄无声息下慢慢淡下去了，所以做多准没错，不反人性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/512520322663304","isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000457","authorId":"9000000000000457","name":"NellyJob","avatar":"https://static.tigerbbs.com/8d7ac434e1f153d7b13db434b9c71a39","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000457","idStr":"9000000000000457"},"content":"長期持有就對了，別被短期波動嚇跑！","text":"長期持有就對了，別被短期波動嚇跑！","html":"長期持有就對了，別被短期波動嚇跑！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512516745196176,"gmtCreate":1766153123458,"gmtModify":1766153125516,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"BBB","listText":"BBB","text":"BBB","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512516745196176","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511596619382928,"gmtCreate":1765928475466,"gmtModify":1765928477928,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"title":"","htmlText":"为啥每次大盘不行，就出来讲话，[笑哭]&nbsp;&nbsp;","listText":"为啥每次大盘不行，就出来讲话，[笑哭]&nbsp;&nbsp;","text":"为啥每次大盘不行，就出来讲话，[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511596619382928","repostId":"2592937232","repostType":4,"repost":{"id":"2592937232","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":1765919805,"share":"https://www.laohu8.com/m/news/2592937232?lang=zh_CN&edition=full","pubTime":"2025-12-17 05:16","market":"nz","language":"zh","title":"北京时间周四10点，特朗普将全美讲话：回顾“伟大”的一年，预告明年新政","url":"https://stock-news.laohu8.com/highlight/detail?id=2592937232","media":"华尔街见闻","summary":"特朗普在社交媒体上宣布，将于美东时间周三晚9点（北京时间周四上午10点）在白宫发表全美讲话。他在帖子中写道：“这对我们的国家来说是伟大的一年，最好的还在后面。”白宫新闻秘书Karoline Leavitt表示：“总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。”","content":"<html><head></head><body><blockquote><p>特朗普在社交媒体上宣布，将于美东时间周三晚9点（北京时间周四上午10点）在白宫发表全美讲话。他在帖子中写道：“这对我们的国家来说是伟大的一年，最好的还在后面。”白宫新闻秘书Karoline Leavitt表示：“总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。”</p></blockquote><p>美国总统特朗普将于北京时间周四上午10点向全美发表讲话，这是他在民意支持率下滑、经济面临不利因素之际，直接向选民阐述其政策议程的一次关键机会。</p><p>当地时间周二，<strong>特朗普在社交媒体上宣布，将于美东时间周三晚9点（北京时间周四上午10点）在白宫发表讲话。</strong>特朗普在社交媒体帖子中写道：</p><blockquote><p><strong>我期待&#39;见到&#39;你们。这对我们的国家来说是伟大的一年，最好的还在后面。</strong></p></blockquote><p>白宫新闻秘书Karoline Leavitt在接受媒体采访时表示：</p><blockquote><p><strong>总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。</strong></p></blockquote><p>近期特朗普在关键议题上的支持率正在下滑，经济指标也亮起预警信号。据一项12月民调显示，自3月以来，民众对总统在经济和移民问题上处理方式的认可度下降了近10个百分点。</p><p>分析认为，这场全美讲话将为特朗普提供在中期选举前重振支持率的机会。美国共和党将在明年11月的选举中努力保住对国会的控制权，届时投票将检验特朗普的政治影响力，并决定其未来立法议程能否继续推进。</p><h2 id=\"id_3840777757\">经济压力成为核心挑战</h2><p><strong>经济问题已成为特朗普面临的主要挑战。</strong></p><p><strong>工资增长放缓和家庭成本上升等经济预警信号显现，让民众对生活负担能力的担忧成为选民关注的核心议题。</strong></p><p>政治对手抓住特朗普征收关税的政策做文章，认为这正是导致消费价格上涨和通胀的罪魁祸首。</p><p>上周，特朗普在宾夕法尼亚州波科诺山区举行了集会式活动，启动国内巡回造势，旨在回应美国民众面临的经济压力。</p><p>近几周来，特朗普试图通过公布旨在降低成本的政策来缓解这些担忧，并为受低<a href=\"https://laohu8.com/S/000061\">农产品</a>价格和关税政策影响的农民提供援助。</p><p><strong>医疗保健问题构成了特别挑战。</strong>数百万享受补贴的美国人将在年底面临补贴到期，预计医疗成本将上涨，共和党在解释这一问题上面临艰巨任务。</p><h2 id=\"id_2878500160\">任内重塑美国经济与安全格局</h2><p><strong>特朗普重返白宫近一年来，着力重塑美国的经济和国家安全关系。</strong></p><p>他对贸易伙伴和关键行业征收关税，并与欧盟和北约等盟友在国防开支、移民、文化议题以及如何结束俄乌冲突产生分歧。</p><p>在美国，特朗普测试着行政权力的边界，通过削减美国联邦政府人员规模和大幅削减保守派长期批评的项目资金来重塑联邦政府。</p><p>他还努力兑现竞选承诺，对非法移民实施大规模驱逐，并收紧合法入境途径。</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>北京时间周四10点，特朗普将全美讲话：回顾“伟大”的一年，预告明年新政</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北京时间周四10点，特朗普将全美讲话：回顾“伟大”的一年，预告明年新政\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 05:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761516><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普在社交媒体上宣布，将于美东时间周三晚9点（北京时间周四上午10点）在白宫发表全美讲话。他在帖子中写道：“这对我们的国家来说是伟大的一年，最好的还在后面。”白宫新闻秘书Karoline Leavitt表示：“总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。”美国总统特朗普将于北京时间周四上午10点向全美发表讲话，这是他在民意支持率下滑、经济面临不利因素之际，直接向选民阐述...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761516\">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/f98555e2a6d4e4c4444b0e6e951b76ec","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3761516","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592937232","content_text":"特朗普在社交媒体上宣布，将于美东时间周三晚9点（北京时间周四上午10点）在白宫发表全美讲话。他在帖子中写道：“这对我们的国家来说是伟大的一年，最好的还在后面。”白宫新闻秘书Karoline Leavitt表示：“总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。”美国总统特朗普将于北京时间周四上午10点向全美发表讲话，这是他在民意支持率下滑、经济面临不利因素之际，直接向选民阐述其政策议程的一次关键机会。当地时间周二，特朗普在社交媒体上宣布，将于美东时间周三晚9点（北京时间周四上午10点）在白宫发表讲话。特朗普在社交媒体帖子中写道：我期待'见到'你们。这对我们的国家来说是伟大的一年，最好的还在后面。白宫新闻秘书Karoline Leavitt在接受媒体采访时表示：总统将详细介绍过去一年取得的历史性成就，并预告新年即将出台的一些政策。近期特朗普在关键议题上的支持率正在下滑，经济指标也亮起预警信号。据一项12月民调显示，自3月以来，民众对总统在经济和移民问题上处理方式的认可度下降了近10个百分点。分析认为，这场全美讲话将为特朗普提供在中期选举前重振支持率的机会。美国共和党将在明年11月的选举中努力保住对国会的控制权，届时投票将检验特朗普的政治影响力，并决定其未来立法议程能否继续推进。经济压力成为核心挑战经济问题已成为特朗普面临的主要挑战。工资增长放缓和家庭成本上升等经济预警信号显现，让民众对生活负担能力的担忧成为选民关注的核心议题。政治对手抓住特朗普征收关税的政策做文章，认为这正是导致消费价格上涨和通胀的罪魁祸首。上周，特朗普在宾夕法尼亚州波科诺山区举行了集会式活动，启动国内巡回造势，旨在回应美国民众面临的经济压力。近几周来，特朗普试图通过公布旨在降低成本的政策来缓解这些担忧，并为受低农产品价格和关税政策影响的农民提供援助。医疗保健问题构成了特别挑战。数百万享受补贴的美国人将在年底面临补贴到期，预计医疗成本将上涨，共和党在解释这一问题上面临艰巨任务。任内重塑美国经济与安全格局特朗普重返白宫近一年来，着力重塑美国的经济和国家安全关系。他对贸易伙伴和关键行业征收关税，并与欧盟和北约等盟友在国防开支、移民、文化议题以及如何结束俄乌冲突产生分歧。在美国，特朗普测试着行政权力的边界，通过削减美国联邦政府人员规模和大幅削减保守派长期批评的项目资金来重塑联邦政府。他还努力兑现竞选承诺，对非法移民实施大规模驱逐，并收紧合法入境途径。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502984732091096,"gmtCreate":1763827084513,"gmtModify":1763827086951,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"有人说是要把mstr给拉下水，不知真假","listText":"有人说是要把mstr给拉下水，不知真假","text":"有人说是要把mstr给拉下水，不知真假","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502984732091096","isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502977552270088,"gmtCreate":1763826072429,"gmtModify":1763826074796,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502977552270088","repostId":"502945250431784","repostType":1,"repost":{"id":502945250431784,"gmtCreate":1763817445622,"gmtModify":1763875802269,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a 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感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益","images":[{"img":"https://static.tigerbbs.com/ad0936828ff47f9ec7f671129f676c2d","width":"957","height":"216"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502945250431784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502641395639040,"gmtCreate":1763743692484,"gmtModify":1763743694008,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/BIDU 20251121 109.0 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今天是被达子治愈的一天","images":[{"img":"https://static.tigerbbs.com/fe0de98338039029a25a44ee866f5491","width":"1080","height":"2344"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502641395639040","isVote":1,"tweetType":1,"viewCount":9010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":501835085632304,"gmtCreate":1763537302143,"gmtModify":1763537304624,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"title":"","htmlText":"太惨了，是大空头，我们没救了","listText":"太惨了，是大空头，我们没救了","text":"太惨了，是大空头，我们没救了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501835085632304","repostId":"2584185979","repostType":2,"repost":{"id":"2584185979","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1763535927,"share":"https://www.laohu8.com/m/news/2584185979?lang=zh_CN&edition=full","pubTime":"2025-11-19 15:05","market":"us","language":"en","title":"'Big Short' Michael Burry Slams Baidu For $2.2 Billion Impairment In Q3 After 50% Of 2024 Net Income Gain Driven By 'Useful Life' Tweaks<blockquote>“大空头”Michael Burry猛烈抨击百度在“使用寿命”调整推动2024年净利润增长50%后，第三季度减值22亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2584185979","media":"Benzinga","summary":"Michael Burry slams Baidu: Flags 50% net income rise to accounting tweaks, not growth, despite a massive $2.2 billion asset impairment.","content":"<p><html><body><strong>Michael Burry</strong>, the investor famed for “The Big Short,” aimed at <strong><a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU) following its third-quarter 2025 earnings release, highlighting a pattern of accounting maneuvers that raises doubts about the company’s financial health.</p><p><blockquote><html><body><strong>迈克尔·伯里</strong>这位以“大空头”而闻名的投资者旨在<strong><a href=\"https://laohu8.com/S/09888\">百度</a>公司。</strong>（纳斯达克：BIDU）在发布2025年第三季度财报后，凸显了一种会计操作模式，引发了人们对该公司财务健康状况的怀疑。</body></html></blockquote></p><p> <em>Check out BIDU’s stock price here.</em></p><p><blockquote><em>点击此处查看百度的股价。</em></blockquote></p><p> <h2><strong>Baidu’s 2024 Accounting Changes Lead To Q3 Impairment?</strong></h2> While Baidu management touted an “AI-native” transformation this week, Burry flagged that the company's profit growth in the previous year was driven by administrative estimates rather than operational success.</p><p><blockquote><h2><strong>百度2024年会计变更导致第三季度减值？</strong></h2>尽管百度管理层本周宣扬“人工智能原生”转型，但伯里表示，该公司上一年的利润增长是由管理估计推动的，而不是运营成功。</blockquote></p><p> Burry's critique centers on the contradiction between that 2024 “life extension” and the reality revealed in the current third-quarter 2025 report.</p><p><blockquote>伯里的批评集中在2024年“寿命延长”与当前2025年第三季度报告中揭示的现实之间的矛盾。</blockquote></p><p> <em>Benzinga has reached out to Baidu for a comment.</em></p><p><blockquote><em>Benzinga已联系百度寻求评论。</em></blockquote></p><p> On Tuesday, Baidu announced a massive RMB 16.2 billion ($2.2 billion) impairment charge, effectively admitting that much of its existing infrastructure is now obsolete—less than a year after claiming those same assets would last longer.</p><p><blockquote>周二，百度宣布计提162亿元人民币（合22亿美元）的巨额减值费用，实际上承认其现有的大部分基础设施现已过时——距离声称这些资产可以持续更长时间还不到一年。</blockquote></p><p> “Took a RMB 16.2 billion impairment on RMB 30.1B net PPE (over 50%),” Burry noted, emphasizing the disconnect. He pointed out the irony of Baidu extending the useful life of servers in 2021 and 2024 to smooth earnings, only to write off half the value of its property, plant, and equipment in 2025.</p><p><blockquote>Burry指出：“对301亿元人民币的净个人防护设备（超过50%）计提了162亿元人民币的减值。”他强调了这种脱节。他指出，具有讽刺意味的是，百度在2021年和2024年延长服务器的使用寿命以平稳盈利，却在2025年注销了其财产、厂房和设备价值的一半。</blockquote></p><p> In 2024, Baidu's net income rose over 50% largely due to a decision to extend the estimated “useful life” of its servers from five to six years. Burry highlights, this accounting tweak artificially lowered depreciation expenses and boosted the bottom line, creating the illusion of growth.</p><p><blockquote>2024年，百度的净利润增长了50%以上，这主要是由于决定将其服务器的预计“使用寿命”从五年延长至六年。伯里强调，这种会计调整人为地降低了折旧费用并提高了利润，造成了增长的假象。</blockquote></p><p> <figure><div> <p dir=\"ltr\" lang=\"en\">\"But it's Baidu\"2021:Useful life 4-&gt;5 years for servers2024: Useful life 5-&gt;6 years for serversTook a RMB 16.2 billion impairment on RMB 30.1B net PPE. (over 50%)Had RMB 8-11 billion cap ex each of last 4 years, and Depreciation RMB 6.8 billion in 2024In 2024, net income… pic.twitter.com/VriykpzLV0</p><p><blockquote><figure><div><p dir=\"ltr\" lang=\"en\">“但这是百度”2021年：服务器使用寿命4-&gt;5年2024年：服务器使用寿命5-&gt;6年人民币301亿元净个人防护设备减值162亿元。（超过50%）过去4年每年的资本总额为80-110亿元人民币，2024年折旧为68亿元人民币2024年，净利润……pic.twitter.com/VriykpzLV0</p></div></figure></blockquote></p><p>— Cassandra Unchained (@michaeljburry) November 19, 2025 </div></figure> <strong>See Also: Baidu’s AI Cloud Takes Off, But Ad Slump Steals Spotlight</strong></p><p><blockquote>——被解放的卡桑德拉(@michaeljburry)2025年11月19日<strong>另请参阅：百度的人工智能云起飞，但广告低迷抢尽风头</strong></blockquote></p><p> <h2><strong>Management Says Q3 Impairment Is For New AI Infrastructure</strong></h2> During the third-quarter earnings call, Baidu management defended the massive write-down as a necessary step for their AI pivot.</p><p><blockquote><h2><strong>管理层表示第三季度减值是针对新的人工智能基础设施</strong></h2>在第三季度财报看涨期权上，百度管理层为大规模减记辩护，认为这是其人工智能转型的必要步骤。</blockquote></p><p> “We are accelerating investments in the latest AI computing technologies without any hesitation,” said Baidu CFO <strong>Haijian He</strong>.</p><p><blockquote>百度首席财务官表示：“我们正在毫不犹豫地加速对最新人工智能计算技术的投资。”<strong>何海建</strong>.</blockquote></p><p> “Some of the existing assets no longer meet today’s computing efficiency requirements. So we actually proactively did some impairments.”</p><p><blockquote>“现有的一些资产已经不符合今天的计算效率要求。所以我们其实主动做了一些减值。”</blockquote></p><p> However, the core business numbers for the third quarter struggled to back up the bullish narrative. Total revenue dipped 7% year-over-year to $4.38 billion, and free cash flow turned negative as AI spending ramped up.</p><p><blockquote>然而，第三季度的核心业务数据难以支持看涨的说法。总收入同比下降7%至43.8亿美元，随着人工智能支出的增加，自由现金流转为负值。</blockquote></p><p> While CEO <strong>Robin Li</strong> insisted that “AI is driving transformative value,” Burry's analysis suggests that Baidu’s earnings history is colored by shifting accounting goalposts, leaving investors to question the true useful life of the company's assets.</p><p><blockquote>而首席执行官<strong>李彦宏</strong>伯里坚称“人工智能正在推动变革性价值”，他的分析表明，百度的盈利历史受到会计目标转变的影响，让投资者质疑该公司资产的真实使用寿命。</blockquote></p><p> <h2><strong>Baidu Outperforms Nasdaq In 2025</strong></h2> Shares of BIDU have risen 41.64% year-to-date, whereas the Nasdaq Composite and Nasdaq 100 indices have returned 16.35% and 16.82%, respectively.</p><p><blockquote><h2><strong>2025年百度将超越纳斯达克</strong></h2>百度股价今年迄今已上涨41.64%，而纳斯达克综合指数和纳斯达克100指数的回报率分别为16.35%和16.82%。</blockquote></p><p> On Tuesday, the shares closed 2.66% higher at $117.14 apiece and dropped by 2.64% overnight. The stock has gained 36.18% over the year.</p><p><blockquote>周二，该股收盘上涨2.66%，至每股117.14美元，隔夜下跌2.64%。该股年内上涨36.18%。</blockquote></p><p> BIDU maintains a weaker price trend over the short term but a strong trend in the medium and long terms, with a strong value ranking. Additional performance details, as per <strong>Benzinga’s Edge Stock Rankings</strong>, are available here.</p><p><blockquote>百度短期内价格走势较弱，中长期走势强劲，价值排名较强。其他性能详细信息，根据<strong>Benzinga的Edge股票排名</strong>，可在此处获得。</blockquote></p><p> <figure><img decoding=\"async\" height=\"154\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--1024x154.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--1024x154.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--300x45.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--768x115.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE-.png 1146w\" width=\"1024\"/></figure> The futures of the S&amp;P 500, Nasdaq 100, and Dow Jones indices were trading lower on Wednesday, after closing lower for the second consecutive day on Tuesday.</p><p><blockquote><figure></figure>标普500、纳斯达克100指数和道琼斯指数期货周三走低，周二连续第二天收低。</blockquote></p><p> <strong>Read Next:</strong></p><p><blockquote><strong>阅读下一篇：</strong></blockquote></p><p></p><p> <ul> <li><strong>‘Big Short’ Michael Burry Reaffirms His Long MOH, Short PLTR Stance Days After De-Registering Fund: ‘Peanut Butter And Bananas’ Trade</strong></li> </ul> <strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p><p><blockquote><ul><li><strong>“大空头”迈克尔·伯里(Michael Burry)在注销基金几天后重申了他的多头MOH、空头PLTR立场：“花生酱和香蕉”交易</strong></li></ul><strong><em>免责声明：</em></strong><em>该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审查和发布。</em></blockquote></p><p> <em>Photo courtesy: Tada Images on Shutterstock.com</em></p><p><blockquote><em>照片提供：Shutterstock.com上的Tada Images</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></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>'Big Short' Michael Burry Slams Baidu For $2.2 Billion Impairment In Q3 After 50% Of 2024 Net Income Gain Driven By 'Useful Life' Tweaks<blockquote>“大空头”Michael Burry猛烈抨击百度在“使用寿命”调整推动2024年净利润增长50%后，第三季度减值22亿美元</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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'Big Short' Michael Burry Slams Baidu For $2.2 Billion Impairment In Q3 After 50% Of 2024 Net Income Gain Driven By 'Useful Life' Tweaks<blockquote>“大空头”Michael Burry猛烈抨击百度在“使用寿命”调整推动2024年净利润增长50%后，第三季度减值22亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2025-11-19 15:05</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><body><strong>Michael Burry</strong>, the investor famed for “The Big Short,” aimed at <strong><a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU) following its third-quarter 2025 earnings release, highlighting a pattern of accounting maneuvers that raises doubts about the company’s financial health.</p><p><blockquote><html><body><strong>迈克尔·伯里</strong>这位以“大空头”而闻名的投资者旨在<strong><a href=\"https://laohu8.com/S/09888\">百度</a>公司。</strong>（纳斯达克：BIDU）在发布2025年第三季度财报后，凸显了一种会计操作模式，引发了人们对该公司财务健康状况的怀疑。</body></html></blockquote></p><p> <em>Check out BIDU’s stock price here.</em></p><p><blockquote><em>点击此处查看百度的股价。</em></blockquote></p><p> <h2><strong>Baidu’s 2024 Accounting Changes Lead To Q3 Impairment?</strong></h2> While Baidu management touted an “AI-native” transformation this week, Burry flagged that the company's profit growth in the previous year was driven by administrative estimates rather than operational success.</p><p><blockquote><h2><strong>百度2024年会计变更导致第三季度减值？</strong></h2>尽管百度管理层本周宣扬“人工智能原生”转型，但伯里表示，该公司上一年的利润增长是由管理估计推动的，而不是运营成功。</blockquote></p><p> Burry's critique centers on the contradiction between that 2024 “life extension” and the reality revealed in the current third-quarter 2025 report.</p><p><blockquote>伯里的批评集中在2024年“寿命延长”与当前2025年第三季度报告中揭示的现实之间的矛盾。</blockquote></p><p> <em>Benzinga has reached out to Baidu for a comment.</em></p><p><blockquote><em>Benzinga已联系百度寻求评论。</em></blockquote></p><p> On Tuesday, Baidu announced a massive RMB 16.2 billion ($2.2 billion) impairment charge, effectively admitting that much of its existing infrastructure is now obsolete—less than a year after claiming those same assets would last longer.</p><p><blockquote>周二，百度宣布计提162亿元人民币（合22亿美元）的巨额减值费用，实际上承认其现有的大部分基础设施现已过时——距离声称这些资产可以持续更长时间还不到一年。</blockquote></p><p> “Took a RMB 16.2 billion impairment on RMB 30.1B net PPE (over 50%),” Burry noted, emphasizing the disconnect. He pointed out the irony of Baidu extending the useful life of servers in 2021 and 2024 to smooth earnings, only to write off half the value of its property, plant, and equipment in 2025.</p><p><blockquote>Burry指出：“对301亿元人民币的净个人防护设备（超过50%）计提了162亿元人民币的减值。”他强调了这种脱节。他指出，具有讽刺意味的是，百度在2021年和2024年延长服务器的使用寿命以平稳盈利，却在2025年注销了其财产、厂房和设备价值的一半。</blockquote></p><p> In 2024, Baidu's net income rose over 50% largely due to a decision to extend the estimated “useful life” of its servers from five to six years. Burry highlights, this accounting tweak artificially lowered depreciation expenses and boosted the bottom line, creating the illusion of growth.</p><p><blockquote>2024年，百度的净利润增长了50%以上，这主要是由于决定将其服务器的预计“使用寿命”从五年延长至六年。伯里强调，这种会计调整人为地降低了折旧费用并提高了利润，造成了增长的假象。</blockquote></p><p> <figure><div> <p dir=\"ltr\" lang=\"en\">\"But it's Baidu\"2021:Useful life 4-&gt;5 years for servers2024: Useful life 5-&gt;6 years for serversTook a RMB 16.2 billion impairment on RMB 30.1B net PPE. (over 50%)Had RMB 8-11 billion cap ex each of last 4 years, and Depreciation RMB 6.8 billion in 2024In 2024, net income… pic.twitter.com/VriykpzLV0</p><p><blockquote><figure><div><p dir=\"ltr\" lang=\"en\">“但这是百度”2021年：服务器使用寿命4-&gt;5年2024年：服务器使用寿命5-&gt;6年人民币301亿元净个人防护设备减值162亿元。（超过50%）过去4年每年的资本总额为80-110亿元人民币，2024年折旧为68亿元人民币2024年，净利润……pic.twitter.com/VriykpzLV0</p></div></figure></blockquote></p><p>— Cassandra Unchained (@michaeljburry) November 19, 2025 </div></figure> <strong>See Also: Baidu’s AI Cloud Takes Off, But Ad Slump Steals Spotlight</strong></p><p><blockquote>——被解放的卡桑德拉(@michaeljburry)2025年11月19日<strong>另请参阅：百度的人工智能云起飞，但广告低迷抢尽风头</strong></blockquote></p><p> <h2><strong>Management Says Q3 Impairment Is For New AI Infrastructure</strong></h2> During the third-quarter earnings call, Baidu management defended the massive write-down as a necessary step for their AI pivot.</p><p><blockquote><h2><strong>管理层表示第三季度减值是针对新的人工智能基础设施</strong></h2>在第三季度财报看涨期权上，百度管理层为大规模减记辩护，认为这是其人工智能转型的必要步骤。</blockquote></p><p> “We are accelerating investments in the latest AI computing technologies without any hesitation,” said Baidu CFO <strong>Haijian He</strong>.</p><p><blockquote>百度首席财务官表示：“我们正在毫不犹豫地加速对最新人工智能计算技术的投资。”<strong>何海建</strong>.</blockquote></p><p> “Some of the existing assets no longer meet today’s computing efficiency requirements. So we actually proactively did some impairments.”</p><p><blockquote>“现有的一些资产已经不符合今天的计算效率要求。所以我们其实主动做了一些减值。”</blockquote></p><p> However, the core business numbers for the third quarter struggled to back up the bullish narrative. Total revenue dipped 7% year-over-year to $4.38 billion, and free cash flow turned negative as AI spending ramped up.</p><p><blockquote>然而，第三季度的核心业务数据难以支持看涨的说法。总收入同比下降7%至43.8亿美元，随着人工智能支出的增加，自由现金流转为负值。</blockquote></p><p> While CEO <strong>Robin Li</strong> insisted that “AI is driving transformative value,” Burry's analysis suggests that Baidu’s earnings history is colored by shifting accounting goalposts, leaving investors to question the true useful life of the company's assets.</p><p><blockquote>而首席执行官<strong>李彦宏</strong>伯里坚称“人工智能正在推动变革性价值”，他的分析表明，百度的盈利历史受到会计目标转变的影响，让投资者质疑该公司资产的真实使用寿命。</blockquote></p><p> <h2><strong>Baidu Outperforms Nasdaq In 2025</strong></h2> Shares of BIDU have risen 41.64% year-to-date, whereas the Nasdaq Composite and Nasdaq 100 indices have returned 16.35% and 16.82%, respectively.</p><p><blockquote><h2><strong>2025年百度将超越纳斯达克</strong></h2>百度股价今年迄今已上涨41.64%，而纳斯达克综合指数和纳斯达克100指数的回报率分别为16.35%和16.82%。</blockquote></p><p> On Tuesday, the shares closed 2.66% higher at $117.14 apiece and dropped by 2.64% overnight. The stock has gained 36.18% over the year.</p><p><blockquote>周二，该股收盘上涨2.66%，至每股117.14美元，隔夜下跌2.64%。该股年内上涨36.18%。</blockquote></p><p> BIDU maintains a weaker price trend over the short term but a strong trend in the medium and long terms, with a strong value ranking. Additional performance details, as per <strong>Benzinga’s Edge Stock Rankings</strong>, are available here.</p><p><blockquote>百度短期内价格走势较弱，中长期走势强劲，价值排名较强。其他性能详细信息，根据<strong>Benzinga的Edge股票排名</strong>，可在此处获得。</blockquote></p><p> <figure><img decoding=\"async\" height=\"154\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--1024x154.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--1024x154.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--300x45.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE--768x115.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/11/19003717/BIDU-EDGE-.png 1146w\" width=\"1024\"/></figure> The futures of the S&amp;P 500, Nasdaq 100, and Dow Jones indices were trading lower on Wednesday, after closing lower for the second consecutive day on Tuesday.</p><p><blockquote><figure></figure>标普500、纳斯达克100指数和道琼斯指数期货周三走低，周二连续第二天收低。</blockquote></p><p> <strong>Read Next:</strong></p><p><blockquote><strong>阅读下一篇：</strong></blockquote></p><p></p><p> <ul> <li><strong>‘Big Short’ Michael Burry Reaffirms His Long MOH, Short PLTR Stance Days After De-Registering Fund: ‘Peanut Butter And Bananas’ Trade</strong></li> </ul> <strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p><p><blockquote><ul><li><strong>“大空头”迈克尔·伯里(Michael Burry)在注销基金几天后重申了他的多头MOH、空头PLTR立场：“花生酱和香蕉”交易</strong></li></ul><strong><em>免责声明：</em></strong><em>该内容部分是在人工智能工具的帮助下制作的，并由Benzinga编辑审查和发布。</em></blockquote></p><p> <em>Photo courtesy: Tada Images on Shutterstock.com</em></p><p><blockquote><em>照片提供：Shutterstock.com上的Tada Images</em></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89888":"百度集团-SWR","USJW.SI":"ALPHAB 3xLongSG261006","BK4602":"量子计算概念","TQQQ":"纳指三倍做多ETF","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","QLD":"2倍做多纳斯达克100指数ETF-ProShares","AI":"C3.ai, Inc.","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK4528":"SaaS概念","BIDU":"百度","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK1609":"ChatGPT概念","BK4535":"淡马锡持仓",".IXIC":"NASDAQ Composite","LU0173614495.USD":"富达中国焦点A","BK4612":"AI芯片","SQQQ":"纳指三倍做空ETF","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK4579":"人工智能","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","QID":"两倍做空纳斯达克指数ETF-ProShares","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","NVIW.SI":"NVDA 3xLongSG261006","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4551":"寇图资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK1588":"回港中概股","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","09888":"百度集团-SW","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","BK1615":"港股-互联网","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","USAW.SI":"AMZN 3xLongSG261006","BK4543":"AI","LU0287142896.SGD":"Fidelity China Focus A-SGD","TSYW.SI":"TESLA 3xLongSG261006","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","BK1587":"次新股","BK4514":"搜索引擎"},"source_url":"https://www.benzinga.com/markets/earnings/25/11/48942591/big-short-michael-burry-slams-baidu-for-2-2-billion-impairment-in-q3-after-50-of-2024-net-income-gain-driven-by-useful-life-tweaks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584185979","content_text":"Michael Burry, the investor famed for “The Big Short,” aimed at Baidu Inc. (NASDAQ:BIDU) following its third-quarter 2025 earnings release, highlighting a pattern of accounting maneuvers that raises doubts about the company’s financial health.\nCheck out BIDU’s stock price here.\nBaidu’s 2024 Accounting Changes Lead To Q3 Impairment?\nWhile Baidu management touted an “AI-native” transformation this week, Burry flagged that the company's profit growth in the previous year was driven by administrative estimates rather than operational success.\nBurry's critique centers on the contradiction between that 2024 “life extension” and the reality revealed in the current third-quarter 2025 report.\nBenzinga has reached out to Baidu for a comment.\nOn Tuesday, Baidu announced a massive RMB 16.2 billion ($2.2 billion) impairment charge, effectively admitting that much of its existing infrastructure is now obsolete—less than a year after claiming those same assets would last longer.\n“Took a RMB 16.2 billion impairment on RMB 30.1B net PPE (over 50%),” Burry noted, emphasizing the disconnect. He pointed out the irony of Baidu extending the useful life of servers in 2021 and 2024 to smooth earnings, only to write off half the value of its property, plant, and equipment in 2025.\nIn 2024, Baidu's net income rose over 50% largely due to a decision to extend the estimated “useful life” of its servers from five to six years. Burry highlights, this accounting tweak artificially lowered depreciation expenses and boosted the bottom line, creating the illusion of growth.\n\n\"But it's Baidu\"2021:Useful life 4->5 years for servers2024: Useful life 5->6 years for serversTook a RMB 16.2 billion impairment on RMB 30.1B net PPE. (over 50%)Had RMB 8-11 billion cap ex each of last 4 years, and Depreciation RMB 6.8 billion in 2024In 2024, net income… pic.twitter.com/VriykpzLV0— Cassandra Unchained (@michaeljburry) November 19, 2025\n\nSee Also: Baidu’s AI Cloud Takes Off, But Ad Slump Steals Spotlight\nManagement Says Q3 Impairment Is For New AI Infrastructure\nDuring the third-quarter earnings call, Baidu management defended the massive write-down as a necessary step for their AI pivot.\n“We are accelerating investments in the latest AI computing technologies without any hesitation,” said Baidu CFO Haijian He.\n“Some of the existing assets no longer meet today’s computing efficiency requirements. So we actually proactively did some impairments.”\nHowever, the core business numbers for the third quarter struggled to back up the bullish narrative. Total revenue dipped 7% year-over-year to $4.38 billion, and free cash flow turned negative as AI spending ramped up.\nWhile CEO Robin Li insisted that “AI is driving transformative value,” Burry's analysis suggests that Baidu’s earnings history is colored by shifting accounting goalposts, leaving investors to question the true useful life of the company's assets.\nBaidu Outperforms Nasdaq In 2025\nShares of BIDU have risen 41.64% year-to-date, whereas the Nasdaq Composite and Nasdaq 100 indices have returned 16.35% and 16.82%, respectively.\nOn Tuesday, the shares closed 2.66% higher at $117.14 apiece and dropped by 2.64% overnight. The stock has gained 36.18% over the year.\nBIDU maintains a weaker price trend over the short term but a strong trend in the medium and long terms, with a strong value ranking. Additional performance details, as per Benzinga’s Edge Stock Rankings, are available here.\n\nThe futures of the S&P 500, Nasdaq 100, and Dow Jones indices were trading lower on Wednesday, after closing lower for the second consecutive day on Tuesday.\nRead Next:\n\n‘Big Short’ Michael Burry Reaffirms His Long MOH, Short PLTR Stance Days After De-Registering Fund: ‘Peanut Butter And Bananas’ Trade\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: Tada Images on Shutterstock.com","news_type":1,"symbols_score_info":{"89888":0.6,"09888":1.5,"USAW.SI":0.6,"NQmain":0.6,"TSYW.SI":0.6,"QID":0.6,"SQQQ":0.6,"USJW.SI":0.6,"NVIW.SI":0.6,"AI":0.86,"PSQ":0.6,"BIDU":1.5,"QLD":0.6,".IXIC":0.65,"MNQmain":0.6,"TQQQ":0.6}},"isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501617966121024,"gmtCreate":1763473257700,"gmtModify":1763473259890,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"title":"","htmlText":"也是失速了","listText":"也是失速了","text":"也是失速了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501617966121024","repostId":"1129036018","repostType":4,"repost":{"id":"1129036018","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":1763461923,"share":"https://www.laohu8.com/m/news/1129036018?lang=zh_CN&edition=full","pubTime":"2025-11-18 18:32","market":"us","language":"zh","title":"拼多多三季度营收1082.8亿元，调整后净利润313.8亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1129036018","media":"老虎资讯综合","summary":"去年同期993.54亿元。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/PDD\">拼多多</a> 2025年第三季度营收1082.8亿元人民币，同比增长9%，为公司近年来营收增速首次降至个位数区间。预估1,075.9亿元。</strong></p><blockquote><p>营收增长主要来自两大核心业务，但增速均不高。其中，在线营销服务及其他收入为533.5亿元，同比增长8%。交易服务收入为549.3亿元，同比增长10%。拼多多财务副总裁表示：<strong>“营收增长持续放缓，反映了竞争格局的持续演变和外部不确定性”。</strong>她同时预警，随着公司推出更多商户支持举措和生态系统投资，季度财务业绩可能会持续波动。</p></blockquote><p>第三季度归属于股东的净利润293.3亿元，同比增长17%；Non-GAAP净利润313.8亿元，同比增长14%。</p><p style=\"text-align: start;\">第三季度调整后营业利润270.8亿元人民币，同比增长1.2%，预估244.6亿元人民币。</p><p>第三季度调整后每ADS收益21.08元，预估16.86元。</p><p style=\"text-align: start;\">第三季度研发支出43.3亿元人民币，同比增长41%，预估36.4亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90b3cc0bb063095efaea0842c94de96e\" title=\"\" tg-width=\"1024\" tg-height=\"642\"/></p><p>本季度，拼多多“千亿扶持”继续加大对生态建设的投入，持续为商家减免服务费，提供流量和资源扶持。随着“千亿扶持”的重磅投入，或将持续影响拼多多未来几个季度的业绩表现。</p><p><strong>业务表现及成本开支</strong></p><p>来自在线营销服务及其他服务的营收为533.476亿元（约合74.937亿美元），与2024年同期的493.510亿元相比增长8%。</p><p style=\"text-align: start;\">来自交易服务的营收为549.289亿元（约合77.158亿美元），与2024年同期的500.034亿元相比增长10%。</p><p style=\"text-align: start;\">营收成本为468.402亿元（约合65.796亿美元），与2024年同期的397.092亿元相比增长18%。该增长主要因为履约费、带宽和服务器成本，以及支付处理费的增加。</p><p style=\"text-align: start;\">整体运营开支为364.104亿元（约合51.145亿美元），而2024年同期为353.527亿元。</p><p style=\"text-align: start;\">销售与营销开支为303.229亿元（约合42.594亿美元），而2024年同期为304.838亿元。</p><p style=\"text-align: start;\">总务与行政开支为17.553亿元（约合2.466亿美元），而2024年同期为18.056亿元。</p><p style=\"text-align: start;\">研发开支为43.322亿元（约合6.085亿美元），与2024年同期的30.634亿元相比增长41%。该增长主要是由于员工相关成本以及带宽和服务器成本增加。</p><p>拼多多盘前股价大幅震荡，一度拉升涨超3%，后快速跳水转跌。截至发稿跌幅扩大至近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32977e2219f81d69ff489d9fbdfb7117\" title=\"\" tg-width=\"1164\" tg-height=\"456\"/></p><p><strong>高管解读</strong></p><p>面对增长放缓，拼多多管理层集体传递了聚焦长期价值、承担更多社会责任和积极应对竞争的信号。董事长兼联席首席执行官陈磊在公司成立十周年之际表示：</p><blockquote><p style=\"text-align: justify;\">“展望未来，随着我们规模的扩大，我们准备承担更大的社会责任，并继续服务于更广泛的公共利益和整个电商生态系统的长远前景。”</p></blockquote><p style=\"text-align: justify;\">联席首席执行官赵佳臻表示，公司将坚持长期主义，继续投资于商户支持计划，以推动行业升级和平台的长期可持续发展。</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>拼多多三季度营收1082.8亿元，调整后净利润313.8亿元</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拼多多三季度营收1082.8亿元，调整后净利润313.8亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-18 18:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/PDD\">拼多多</a> 2025年第三季度营收1082.8亿元人民币，同比增长9%，为公司近年来营收增速首次降至个位数区间。预估1,075.9亿元。</strong></p><blockquote><p>营收增长主要来自两大核心业务，但增速均不高。其中，在线营销服务及其他收入为533.5亿元，同比增长8%。交易服务收入为549.3亿元，同比增长10%。拼多多财务副总裁表示：<strong>“营收增长持续放缓，反映了竞争格局的持续演变和外部不确定性”。</strong>她同时预警，随着公司推出更多商户支持举措和生态系统投资，季度财务业绩可能会持续波动。</p></blockquote><p>第三季度归属于股东的净利润293.3亿元，同比增长17%；Non-GAAP净利润313.8亿元，同比增长14%。</p><p style=\"text-align: start;\">第三季度调整后营业利润270.8亿元人民币，同比增长1.2%，预估244.6亿元人民币。</p><p>第三季度调整后每ADS收益21.08元，预估16.86元。</p><p style=\"text-align: start;\">第三季度研发支出43.3亿元人民币，同比增长41%，预估36.4亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90b3cc0bb063095efaea0842c94de96e\" title=\"\" tg-width=\"1024\" tg-height=\"642\"/></p><p>本季度，拼多多“千亿扶持”继续加大对生态建设的投入，持续为商家减免服务费，提供流量和资源扶持。随着“千亿扶持”的重磅投入，或将持续影响拼多多未来几个季度的业绩表现。</p><p><strong>业务表现及成本开支</strong></p><p>来自在线营销服务及其他服务的营收为533.476亿元（约合74.937亿美元），与2024年同期的493.510亿元相比增长8%。</p><p style=\"text-align: start;\">来自交易服务的营收为549.289亿元（约合77.158亿美元），与2024年同期的500.034亿元相比增长10%。</p><p style=\"text-align: start;\">营收成本为468.402亿元（约合65.796亿美元），与2024年同期的397.092亿元相比增长18%。该增长主要因为履约费、带宽和服务器成本，以及支付处理费的增加。</p><p style=\"text-align: start;\">整体运营开支为364.104亿元（约合51.145亿美元），而2024年同期为353.527亿元。</p><p style=\"text-align: start;\">销售与营销开支为303.229亿元（约合42.594亿美元），而2024年同期为304.838亿元。</p><p style=\"text-align: start;\">总务与行政开支为17.553亿元（约合2.466亿美元），而2024年同期为18.056亿元。</p><p style=\"text-align: start;\">研发开支为43.322亿元（约合6.085亿美元），与2024年同期的30.634亿元相比增长41%。该增长主要是由于员工相关成本以及带宽和服务器成本增加。</p><p>拼多多盘前股价大幅震荡，一度拉升涨超3%，后快速跳水转跌。截至发稿跌幅扩大至近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32977e2219f81d69ff489d9fbdfb7117\" title=\"\" tg-width=\"1164\" tg-height=\"456\"/></p><p><strong>高管解读</strong></p><p>面对增长放缓，拼多多管理层集体传递了聚焦长期价值、承担更多社会责任和积极应对竞争的信号。董事长兼联席首席执行官陈磊在公司成立十周年之际表示：</p><blockquote><p style=\"text-align: justify;\">“展望未来，随着我们规模的扩大，我们准备承担更大的社会责任，并继续服务于更广泛的公共利益和整个电商生态系统的长远前景。”</p></blockquote><p style=\"text-align: justify;\">联席首席执行官赵佳臻表示，公司将坚持长期主义，继续投资于商户支持计划，以推动行业升级和平台的长期可持续发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129036018","content_text":"拼多多 2025年第三季度营收1082.8亿元人民币，同比增长9%，为公司近年来营收增速首次降至个位数区间。预估1,075.9亿元。营收增长主要来自两大核心业务，但增速均不高。其中，在线营销服务及其他收入为533.5亿元，同比增长8%。交易服务收入为549.3亿元，同比增长10%。拼多多财务副总裁表示：“营收增长持续放缓，反映了竞争格局的持续演变和外部不确定性”。她同时预警，随着公司推出更多商户支持举措和生态系统投资，季度财务业绩可能会持续波动。第三季度归属于股东的净利润293.3亿元，同比增长17%；Non-GAAP净利润313.8亿元，同比增长14%。第三季度调整后营业利润270.8亿元人民币，同比增长1.2%，预估244.6亿元人民币。第三季度调整后每ADS收益21.08元，预估16.86元。第三季度研发支出43.3亿元人民币，同比增长41%，预估36.4亿元人民币。本季度，拼多多“千亿扶持”继续加大对生态建设的投入，持续为商家减免服务费，提供流量和资源扶持。随着“千亿扶持”的重磅投入，或将持续影响拼多多未来几个季度的业绩表现。业务表现及成本开支来自在线营销服务及其他服务的营收为533.476亿元（约合74.937亿美元），与2024年同期的493.510亿元相比增长8%。来自交易服务的营收为549.289亿元（约合77.158亿美元），与2024年同期的500.034亿元相比增长10%。营收成本为468.402亿元（约合65.796亿美元），与2024年同期的397.092亿元相比增长18%。该增长主要因为履约费、带宽和服务器成本，以及支付处理费的增加。整体运营开支为364.104亿元（约合51.145亿美元），而2024年同期为353.527亿元。销售与营销开支为303.229亿元（约合42.594亿美元），而2024年同期为304.838亿元。总务与行政开支为17.553亿元（约合2.466亿美元），而2024年同期为18.056亿元。研发开支为43.322亿元（约合6.085亿美元），与2024年同期的30.634亿元相比增长41%。该增长主要是由于员工相关成本以及带宽和服务器成本增加。拼多多盘前股价大幅震荡，一度拉升涨超3%，后快速跳水转跌。截至发稿跌幅扩大至近4%。高管解读面对增长放缓，拼多多管理层集体传递了聚焦长期价值、承担更多社会责任和积极应对竞争的信号。董事长兼联席首席执行官陈磊在公司成立十周年之际表示：“展望未来，随着我们规模的扩大，我们准备承担更大的社会责任，并继续服务于更广泛的公共利益和整个电商生态系统的长远前景。”联席首席执行官赵佳臻表示，公司将坚持长期主义，继续投资于商户支持计划，以推动行业升级和平台的长期可持续发展。","news_type":1,"symbols_score_info":{"PDD":2}},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501344034583240,"gmtCreate":1763428320051,"gmtModify":1763428332058,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a>&nbsp; 这是谁的部将，这么着急出售","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$ </a>&nbsp; 这是谁的部将，这么着急出售","text":"$百度集团-SW(09888)$ 这是谁的部将，这么着急出售","images":[{"img":"https://static.tigerbbs.com/fcc70129cacb5b2d9c8fd719e51752d9","width":"1080","height":"2812"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501344034583240","isVote":1,"tweetType":1,"viewCount":16603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":496752917971496,"gmtCreate":1762300730050,"gmtModify":1762300732279,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"title":"","htmlText":"低估了CUDA的统治力","listText":"低估了CUDA的统治力","text":"低估了CUDA的统治力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496752917971496","repostId":"1108664709","repostType":4,"repost":{"id":"1108664709","kind":"news","pubTimestamp":1762296305,"share":"https://www.laohu8.com/m/news/1108664709?lang=zh_CN&edition=full","pubTime":"2025-11-05 06:45","market":"us","language":"zh","title":"AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1108664709","media":"华尔街见闻","summary":"AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。营收指引未能打动投资者近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。","content":"<html><head></head><body><blockquote><p>AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2add249290dd0105b9e558640f0a5a31\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。</p><p style=\"text-align: justify;\">以下是AMD第三季度财报要点：</p><p style=\"text-align: justify;\"><strong>主要财务数据：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收：</strong>AMD第三季度营收为92.46亿美元，去年同期为68.19亿美元，同比增长36%，高于分析师预期的87.4亿美元。</p><p style=\"text-align: justify;\"><strong>毛利：</strong>AMD第三季度毛利为47.80亿美元，去年同期为34.19亿美元，同比增长40%；毛利率为52%，较去年同期提升2个百分点。</p><p style=\"text-align: justify;\"><strong>运营利润：</strong>AMD第三季度运营利润为12.70亿美元，去年同期为7.24亿美元，同比增长75%；</p><p style=\"text-align: justify;\"><strong>净利润：</strong>AMD第三季度净利润为12.43亿美元，去年同期为7.71亿美元，同比增长61%。</p><p style=\"text-align: justify;\"><strong>每股收益：</strong>AMD第三季度每股收益为0.75美元，去年同期为0.47美元。非GAAP口径下每股收益为1.20美元，去年同期为0.92美元，同比增长30%，高于分析师预期的1.17美元。</p><p style=\"text-align: justify;\"><strong>资本开支：</strong>AMD第三季度三季度资本开支2.58亿美元，高于预期的2.197亿美元。</p></blockquote><p style=\"text-align: justify;\"><strong>分业务数据：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>数据中心业务：</strong>数据中心业务部门营收为43亿美元，同比增长22%，超过分析师预期的41.4亿美元。主要受第五代AMD EPYC™处理器和AMD Instinct MI350系列GPU的强劲需求带动。</p><p style=\"text-align: justify;\"><strong>客户与游戏业务：</strong>客户端与游戏业务部门营收为40亿美元，同比增长73%，超过分析师预期的26亿美元。</p><ul style=\"\"><li><p>客户端业务营收创下28亿美元的新纪录，同比增长46%，主要受Ryzen™处理器创纪录销量和产品组合优化带动，高于分析师预期的26亿美元。</p></li><li><p>游戏业务营收为13亿美元，同比增长181%，得益于半定制业务收入提升以及对Radeon™游戏GPU的强劲需求，高于分析师预期的11亿美元。</p></li></ul><p style=\"text-align: justify;\"><strong>嵌入式业务：</strong>嵌入式业务部门营收为8.57亿美元，同比下降8%。</p></blockquote><p style=\"text-align: justify;\"><strong>第四季度业绩指引：</strong></p><blockquote><p style=\"text-align: justify;\"><strong>营收：</strong>AMD预计营收约为93亿-99亿美元，分析师平均预期92.1亿美元。以该营收区间的中值计算，同比增长约25%，环比增长约4%。</p><p style=\"text-align: justify;\"><strong>毛利率：</strong>非GAAP口径的毛利率预计约为54.5%，与分析师预期持平。</p></blockquote><h2 id=\"id_560136813\">营收指引未能打动投资者</h2><p style=\"text-align: justify;\">近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。<strong>媒体称，作为人工智能芯片市场上唯一能与英伟达（Nvidia）抗衡的主要竞争者，AMD在今年股价暴涨、市场预期大幅升温之后，公布的营收展望未能打动投资者。</strong></p><p style=\"text-align: justify;\">AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。虽然分析师平均预估为92亿美元，但部分最高预期曾达到99亿美元。</p><p style=\"text-align: justify;\">在与OpenAI和甲骨文（Oracle）达成重磅合作协议后，投资者大举押注AMD。这两家公司计划在建设人工智能算力体系中使用AMD芯片。市场希望AMD能借此撼动英伟达在AI处理器市场上的长期主导地位。</p><p style=\"text-align: justify;\">不过，媒体表示，周三公布的业绩展望显示，AMD兑现市场期待的速度可能会比部分投资者预想的更慢。</p><p style=\"text-align: justify;\">财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8188934aba59ee33d9b438c1377d678e\" title=\"\" tg-width=\"910\" tg-height=\"567\"/></p><p style=\"text-align: justify;\">在声明中，首席执行官苏姿丰（Lisa Su）表示，随着AMD希望借助AI推动营收和盈利增长，这份成绩单标志着“我们的增长轨迹正在明显提升”。</p><blockquote><p style=\"text-align: justify;\">“我们交出了一份非常亮眼的季度成绩单，创纪录的营收和盈利反映出市场对我们高性能EPYC和Ryzen处理器以及Instinct AI加速器的广泛需求。我们第三季度的创纪录表现和强劲的第四季度业绩指引，清晰表明我们的增长正在加速，随着我们计算业务的扩大与数据中心AI业务的快速增长，将带来显著的营收和盈利提升。”</p></blockquote><h2 id=\"id_4074734925\">近期达成多项协议</h2><p style=\"text-align: justify;\">AMD近期与OpenAI、甲骨文及美国能源部（US Department of Energy）达成的合作协议，反映出市场对其MI系列AI加速器兴趣显著上升。这类产品正面竞争英伟达芯片，被用于数据中心创建和运行AI服务。</p><p style=\"text-align: justify;\">上个月，AMD与OpenAI签署协议，将向其提供最多6吉瓦（GW）的GPU算力，用于其AI数据中心。作为交换，OpenAI同意购买最多1.6亿股AMD股票，约占公司10%的股份。该数据中心使用的是AMD最新一代MI450处理器，该产品预计将于明年发布。</p><p style=\"text-align: justify;\">而根据与甲骨文的协议，AMD将向其云数据中心部署最多5万颗GPU。</p><p style=\"text-align: justify;\">AMD亦是PC和服务器领域最大的图形芯片和中央处理器供应商之一。上月，竞争对手英特尔（Intel）曾表示，市场对新一代支持AI的笔记本电脑和企业服务器需求强劲。AMD在这些关键领域正持续蚕食这位长期对手的市场份额。</p><p style=\"text-align: justify;\">此外，AMD还为美国能源部在橡树岭国家实验室（Oak Ridge National Laboratory）建设的两台超级计算机提供芯片。这两套系统建成后预计将代表10亿美元的公共与私人投资。</p><p style=\"text-align: justify;\">但AMD仍落后于英伟达，后者掌控了大部分AI市场，市值近期突破5万亿美元。相比之下，AMD的市值约为4180亿美元。</p><h2 id=\"id_2669049461\">分析师：对英伟达的替代需求仍在</h2><p style=\"text-align: justify;\">摩根士丹利分析师Joseph Moore在研报中写道，AMD的MI450芯片和机架级产品将是公司未来增长战略的重要组成部分。</p><p style=\"text-align: justify;\">Moore在AMD公告发布前曾表示：</p><blockquote><p style=\"text-align: justify;\">“AMD计划明年开始交付的机架级解决方案至关重要，我们很期待公司会取得怎样的成果。”</p><p style=\"text-align: justify;\">“现在判断市场份额还为时过早，虽然与OpenAI的协议显然具有加速作用，但要通过云厂商推动这6吉瓦算力落地仍存在一定不确定性。最终，要实现市场份额提升，公司需要提供比英伟达更高的投资回报率，而客户仍对此提出疑问，因为AMD在机架密度方面较低，同时生态系统问题仍待解决。”</p></blockquote><p style=\"text-align: justify;\">D.A. Davidson分析师Gil Luria表示：</p><blockquote><p style=\"text-align: justify;\">“我认为AMD正处在潜在拐点的前夕，但这取决于他们后续在运营端的执行能力，以及能否推出在规模化场景下保持高良率和高性能的芯片。<strong>如果他们能做到，订单就在那儿，市场对英伟达替代方案的需求很强。”</strong></p></blockquote><p style=\"text-align: justify;\">另一方面，作为AMD的重要云客户之一，亚马逊（Amazon）在周二提交的文件中披露，截至9月30日已出售其持有的全部822,234股AMD股票。亚马逊是在第一季度期间建立该头寸的。</p></body></html>","source":"lsy1700700604709","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>AMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫</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\">\nAMD营收大超预期但指引未能打动投资者，股价盘后震荡下挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 06:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3758680><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。以下是AMD第三季度财报要点：主要财务数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758680\">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/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3758680","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108664709","content_text":"AMD财报显示，该公司第三季度营收、利润及资本开支均高于预期，但第四季度营收指引未能如市场预期般“更激进”，股价盘后震荡下滑。分析称，虽然AI大单不断落地，市场仍担心兑现速度不及预期，AMD能否借AI份额撼动英伟达仍未可知。AMD周二盘后公布财报显示，该公司第三季度营收、资本开支均高于分析师预期，但四季度营收指引未能打动投资者，该公司股票周三盘后震荡下滑。以下是AMD第三季度财报要点：主要财务数据：营收：AMD第三季度营收为92.46亿美元，去年同期为68.19亿美元，同比增长36%，高于分析师预期的87.4亿美元。毛利：AMD第三季度毛利为47.80亿美元，去年同期为34.19亿美元，同比增长40%；毛利率为52%，较去年同期提升2个百分点。运营利润：AMD第三季度运营利润为12.70亿美元，去年同期为7.24亿美元，同比增长75%；净利润：AMD第三季度净利润为12.43亿美元，去年同期为7.71亿美元，同比增长61%。每股收益：AMD第三季度每股收益为0.75美元，去年同期为0.47美元。非GAAP口径下每股收益为1.20美元，去年同期为0.92美元，同比增长30%，高于分析师预期的1.17美元。资本开支：AMD第三季度三季度资本开支2.58亿美元，高于预期的2.197亿美元。分业务数据：数据中心业务：数据中心业务部门营收为43亿美元，同比增长22%，超过分析师预期的41.4亿美元。主要受第五代AMD EPYC™处理器和AMD Instinct MI350系列GPU的强劲需求带动。客户与游戏业务：客户端与游戏业务部门营收为40亿美元，同比增长73%，超过分析师预期的26亿美元。客户端业务营收创下28亿美元的新纪录，同比增长46%，主要受Ryzen™处理器创纪录销量和产品组合优化带动，高于分析师预期的26亿美元。游戏业务营收为13亿美元，同比增长181%，得益于半定制业务收入提升以及对Radeon™游戏GPU的强劲需求，高于分析师预期的11亿美元。嵌入式业务：嵌入式业务部门营收为8.57亿美元，同比下降8%。第四季度业绩指引：营收：AMD预计营收约为93亿-99亿美元，分析师平均预期92.1亿美元。以该营收区间的中值计算，同比增长约25%，环比增长约4%。毛利率：非GAAP口径的毛利率预计约为54.5%，与分析师预期持平。营收指引未能打动投资者近期，华尔街愈发担心AI泡沫风险，而AMD的业绩表现正受到密切关注。媒体称，作为人工智能芯片市场上唯一能与英伟达（Nvidia）抗衡的主要竞争者，AMD在今年股价暴涨、市场预期大幅升温之后，公布的营收展望未能打动投资者。AMD在周二发布的声明中表示，预计第四季度营收约为96亿美元。虽然分析师平均预估为92亿美元，但部分最高预期曾达到99亿美元。在与OpenAI和甲骨文（Oracle）达成重磅合作协议后，投资者大举押注AMD。这两家公司计划在建设人工智能算力体系中使用AMD芯片。市场希望AMD能借此撼动英伟达在AI处理器市场上的长期主导地位。不过，媒体表示，周三公布的业绩展望显示，AMD兑现市场期待的速度可能会比部分投资者预想的更慢。财报公布后，AMD股价在盘后交易中一度下跌超3%，跌幅随后有所收窄。在声明中，首席执行官苏姿丰（Lisa Su）表示，随着AMD希望借助AI推动营收和盈利增长，这份成绩单标志着“我们的增长轨迹正在明显提升”。“我们交出了一份非常亮眼的季度成绩单，创纪录的营收和盈利反映出市场对我们高性能EPYC和Ryzen处理器以及Instinct AI加速器的广泛需求。我们第三季度的创纪录表现和强劲的第四季度业绩指引，清晰表明我们的增长正在加速，随着我们计算业务的扩大与数据中心AI业务的快速增长，将带来显著的营收和盈利提升。”近期达成多项协议AMD近期与OpenAI、甲骨文及美国能源部（US Department of Energy）达成的合作协议，反映出市场对其MI系列AI加速器兴趣显著上升。这类产品正面竞争英伟达芯片，被用于数据中心创建和运行AI服务。上个月，AMD与OpenAI签署协议，将向其提供最多6吉瓦（GW）的GPU算力，用于其AI数据中心。作为交换，OpenAI同意购买最多1.6亿股AMD股票，约占公司10%的股份。该数据中心使用的是AMD最新一代MI450处理器，该产品预计将于明年发布。而根据与甲骨文的协议，AMD将向其云数据中心部署最多5万颗GPU。AMD亦是PC和服务器领域最大的图形芯片和中央处理器供应商之一。上月，竞争对手英特尔（Intel）曾表示，市场对新一代支持AI的笔记本电脑和企业服务器需求强劲。AMD在这些关键领域正持续蚕食这位长期对手的市场份额。此外，AMD还为美国能源部在橡树岭国家实验室（Oak Ridge National Laboratory）建设的两台超级计算机提供芯片。这两套系统建成后预计将代表10亿美元的公共与私人投资。但AMD仍落后于英伟达，后者掌控了大部分AI市场，市值近期突破5万亿美元。相比之下，AMD的市值约为4180亿美元。分析师：对英伟达的替代需求仍在摩根士丹利分析师Joseph Moore在研报中写道，AMD的MI450芯片和机架级产品将是公司未来增长战略的重要组成部分。Moore在AMD公告发布前曾表示：“AMD计划明年开始交付的机架级解决方案至关重要，我们很期待公司会取得怎样的成果。”“现在判断市场份额还为时过早，虽然与OpenAI的协议显然具有加速作用，但要通过云厂商推动这6吉瓦算力落地仍存在一定不确定性。最终，要实现市场份额提升，公司需要提供比英伟达更高的投资回报率，而客户仍对此提出疑问，因为AMD在机架密度方面较低，同时生态系统问题仍待解决。”D.A. Davidson分析师Gil Luria表示：“我认为AMD正处在潜在拐点的前夕，但这取决于他们后续在运营端的执行能力，以及能否推出在规模化场景下保持高良率和高性能的芯片。如果他们能做到，订单就在那儿，市场对英伟达替代方案的需求很强。”另一方面，作为AMD的重要云客户之一，亚马逊（Amazon）在周二提交的文件中披露，截至9月30日已出售其持有的全部822,234股AMD股票。亚马逊是在第一季度期间建立该头寸的。","news_type":1,"symbols_score_info":{"AMD":2}},"isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490431238430768,"gmtCreate":1760761604157,"gmtModify":1760765363769,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"逝者安息","listText":"逝者安息","text":"逝者安息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490431238430768","repostId":"1156287093","repostType":2,"repost":{"id":"1156287093","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":1760761207,"share":"https://www.laohu8.com/m/news/1156287093?lang=zh_CN&edition=full","pubTime":"2025-10-18 12:20","market":"us","language":"zh","title":"著名物理学家、诺贝尔物理学奖得主杨振宁逝世","url":"https://stock-news.laohu8.com/highlight/detail?id=1156287093","media":"老虎资讯综合","summary":"享誉世界的物理学家、诺贝尔物理学奖获得者，中国科学院院士，清华大学教授、清华大学高等研究院名誉院长杨振宁先生，因病于2025年10月18日在北京逝世，享年103岁。（新华社）","content":"<html><head></head><body><p>10月18日，据新华社，享誉世界的物理学家、诺贝尔物理学奖获得者，中国科学院院士，清华大学教授、清华大学高等研究院名誉院长杨振宁先生，因病于2025年10月18日在北京逝世，享年103岁。</p><p>杨振宁1922年出生于安徽合肥，上世纪40年代赴美留学任教，1957年获诺贝尔物理学奖。他与米尔斯提出的杨－米尔斯规范场论，是20世纪物理学最为重要的成就之一。回国20多年来，杨振宁在清华大学任教，在培养和延揽人才、促进中外学术交流等方面作出重要贡献。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed715b2f236ddcdbfedd838a533f7a4\" title=\"\" tg-width=\"1000\" tg-height=\"1212\"/></p><p>杨振宁先生1922年出生于安徽合肥，1929年随父母来到清华园。1938年考入西南联合大学，1942年入清华大学研究院，1944年获理学硕士学位，1945年作为清华大学留美公费生赴美留学，就读于芝加哥大学，1948年获博士学位后留校工作。1949年加入普林斯顿高等研究院，1952年任永久研究员，1955年任教授。1966年任纽约州立大学石溪分校爱因斯坦讲座教授，创立理论物理研究所（现名为杨振宁理论物理研究所），并在该研究所工作至1999年。1986年起应邀担任香港中文大学博文讲座教授。1997年起任新成立的清华大学高等研究中心（现名为高等研究院）名誉主任，1999年起任清华大学教授。</p><p>杨振宁先生是20世纪最伟大的物理学家之一，为现代物理学的发展作出卓越贡献。他与米尔斯提出的“杨-米尔斯规范场论”奠定了后来粒子物理标准模型的基础，被认为是现代物理学的基石之一，是与麦克斯韦方程和爱因斯坦广义相对论相媲美的最重要的基础物理理论之一。他与李政道合作提出弱相互作用中宇称不守恒的革命性思想，并获得1957年诺贝尔物理学奖，共同成为最早获得诺贝尔奖的中国人。他发现了一维量子多体问题的关键方程式“杨-巴克斯特方程”，开辟了统计物理和量子群等物理和数学研究的新方向。他在粒子物理、场论、统计物理和凝聚态物理等物理学多个领域取得的诸多成就，对这些领域的发展产生深远影响。他是十余个国家和地区科学院的外籍院士，获颁国内外二十余所知名大学的名誉博士学位，还获得了美国国家科学奖章、富兰克林奖章、昂萨格奖、费萨尔国王国际科学奖、中国国际科技合作奖、求是终身成就奖等众多荣誉。</p><p>杨振宁先生毕生心系家国，为祖国的科教事业作出了杰出贡献。1971年他首次回新中国访问，掀起大批华裔学者访华热潮，被誉为架设中美学术交流桥梁第一人，后又向中央领导同志提议恢复和加强基础科学研究。他亲自募集资金设立“对华教育交流委员会”，持续资助中国学者近百人到美国进修，这些学者成为后来中国科技发展的中坚力量。他为促进国内科技交流和进步做了大量工作，为中国重大科学工程和科教政策制定建言献策、发挥了重要影响。回到清华之后，他把高等研究院的发展作为自己的新事业，为清华大学物理学等基础学科的发展和学校人才培养事业倾注了大量心血、作出了极大贡献，对中国高等教育的改革发展产生了重要影响。</p><p>杨振宁先生的一生，是探索未知的不朽传奇，是心怀家国的永恒回响。“宁拙毋巧，宁朴毋华”是他的治学态度，也是他的人生态度。正如他钟爱的诗句“文章千古事，得失寸心知”，杨振宁先生的百年人生是一部闪耀在人类群星中的千古篇章。</p><p>杨振宁先生永垂不朽！</p></body></html>","collect":0,"html":"<!DOCTYPE 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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著名物理学家、诺贝尔物理学奖得主杨振宁逝世\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\">2025-10-18 12:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月18日，据新华社，享誉世界的物理学家、诺贝尔物理学奖获得者，中国科学院院士，清华大学教授、清华大学高等研究院名誉院长杨振宁先生，因病于2025年10月18日在北京逝世，享年103岁。</p><p>杨振宁1922年出生于安徽合肥，上世纪40年代赴美留学任教，1957年获诺贝尔物理学奖。他与米尔斯提出的杨－米尔斯规范场论，是20世纪物理学最为重要的成就之一。回国20多年来，杨振宁在清华大学任教，在培养和延揽人才、促进中外学术交流等方面作出重要贡献。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed715b2f236ddcdbfedd838a533f7a4\" title=\"\" tg-width=\"1000\" tg-height=\"1212\"/></p><p>杨振宁先生1922年出生于安徽合肥，1929年随父母来到清华园。1938年考入西南联合大学，1942年入清华大学研究院，1944年获理学硕士学位，1945年作为清华大学留美公费生赴美留学，就读于芝加哥大学，1948年获博士学位后留校工作。1949年加入普林斯顿高等研究院，1952年任永久研究员，1955年任教授。1966年任纽约州立大学石溪分校爱因斯坦讲座教授，创立理论物理研究所（现名为杨振宁理论物理研究所），并在该研究所工作至1999年。1986年起应邀担任香港中文大学博文讲座教授。1997年起任新成立的清华大学高等研究中心（现名为高等研究院）名誉主任，1999年起任清华大学教授。</p><p>杨振宁先生是20世纪最伟大的物理学家之一，为现代物理学的发展作出卓越贡献。他与米尔斯提出的“杨-米尔斯规范场论”奠定了后来粒子物理标准模型的基础，被认为是现代物理学的基石之一，是与麦克斯韦方程和爱因斯坦广义相对论相媲美的最重要的基础物理理论之一。他与李政道合作提出弱相互作用中宇称不守恒的革命性思想，并获得1957年诺贝尔物理学奖，共同成为最早获得诺贝尔奖的中国人。他发现了一维量子多体问题的关键方程式“杨-巴克斯特方程”，开辟了统计物理和量子群等物理和数学研究的新方向。他在粒子物理、场论、统计物理和凝聚态物理等物理学多个领域取得的诸多成就，对这些领域的发展产生深远影响。他是十余个国家和地区科学院的外籍院士，获颁国内外二十余所知名大学的名誉博士学位，还获得了美国国家科学奖章、富兰克林奖章、昂萨格奖、费萨尔国王国际科学奖、中国国际科技合作奖、求是终身成就奖等众多荣誉。</p><p>杨振宁先生毕生心系家国，为祖国的科教事业作出了杰出贡献。1971年他首次回新中国访问，掀起大批华裔学者访华热潮，被誉为架设中美学术交流桥梁第一人，后又向中央领导同志提议恢复和加强基础科学研究。他亲自募集资金设立“对华教育交流委员会”，持续资助中国学者近百人到美国进修，这些学者成为后来中国科技发展的中坚力量。他为促进国内科技交流和进步做了大量工作，为中国重大科学工程和科教政策制定建言献策、发挥了重要影响。回到清华之后，他把高等研究院的发展作为自己的新事业，为清华大学物理学等基础学科的发展和学校人才培养事业倾注了大量心血、作出了极大贡献，对中国高等教育的改革发展产生了重要影响。</p><p>杨振宁先生的一生，是探索未知的不朽传奇，是心怀家国的永恒回响。“宁拙毋巧，宁朴毋华”是他的治学态度，也是他的人生态度。正如他钟爱的诗句“文章千古事，得失寸心知”，杨振宁先生的百年人生是一部闪耀在人类群星中的千古篇章。</p><p>杨振宁先生永垂不朽！</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ffbce7608b45a1e57f882c86586df57","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156287093","content_text":"10月18日，据新华社，享誉世界的物理学家、诺贝尔物理学奖获得者，中国科学院院士，清华大学教授、清华大学高等研究院名誉院长杨振宁先生，因病于2025年10月18日在北京逝世，享年103岁。杨振宁1922年出生于安徽合肥，上世纪40年代赴美留学任教，1957年获诺贝尔物理学奖。他与米尔斯提出的杨－米尔斯规范场论，是20世纪物理学最为重要的成就之一。回国20多年来，杨振宁在清华大学任教，在培养和延揽人才、促进中外学术交流等方面作出重要贡献。杨振宁先生1922年出生于安徽合肥，1929年随父母来到清华园。1938年考入西南联合大学，1942年入清华大学研究院，1944年获理学硕士学位，1945年作为清华大学留美公费生赴美留学，就读于芝加哥大学，1948年获博士学位后留校工作。1949年加入普林斯顿高等研究院，1952年任永久研究员，1955年任教授。1966年任纽约州立大学石溪分校爱因斯坦讲座教授，创立理论物理研究所（现名为杨振宁理论物理研究所），并在该研究所工作至1999年。1986年起应邀担任香港中文大学博文讲座教授。1997年起任新成立的清华大学高等研究中心（现名为高等研究院）名誉主任，1999年起任清华大学教授。杨振宁先生是20世纪最伟大的物理学家之一，为现代物理学的发展作出卓越贡献。他与米尔斯提出的“杨-米尔斯规范场论”奠定了后来粒子物理标准模型的基础，被认为是现代物理学的基石之一，是与麦克斯韦方程和爱因斯坦广义相对论相媲美的最重要的基础物理理论之一。他与李政道合作提出弱相互作用中宇称不守恒的革命性思想，并获得1957年诺贝尔物理学奖，共同成为最早获得诺贝尔奖的中国人。他发现了一维量子多体问题的关键方程式“杨-巴克斯特方程”，开辟了统计物理和量子群等物理和数学研究的新方向。他在粒子物理、场论、统计物理和凝聚态物理等物理学多个领域取得的诸多成就，对这些领域的发展产生深远影响。他是十余个国家和地区科学院的外籍院士，获颁国内外二十余所知名大学的名誉博士学位，还获得了美国国家科学奖章、富兰克林奖章、昂萨格奖、费萨尔国王国际科学奖、中国国际科技合作奖、求是终身成就奖等众多荣誉。杨振宁先生毕生心系家国，为祖国的科教事业作出了杰出贡献。1971年他首次回新中国访问，掀起大批华裔学者访华热潮，被誉为架设中美学术交流桥梁第一人，后又向中央领导同志提议恢复和加强基础科学研究。他亲自募集资金设立“对华教育交流委员会”，持续资助中国学者近百人到美国进修，这些学者成为后来中国科技发展的中坚力量。他为促进国内科技交流和进步做了大量工作，为中国重大科学工程和科教政策制定建言献策、发挥了重要影响。回到清华之后，他把高等研究院的发展作为自己的新事业，为清华大学物理学等基础学科的发展和学校人才培养事业倾注了大量心血、作出了极大贡献，对中国高等教育的改革发展产生了重要影响。杨振宁先生的一生，是探索未知的不朽传奇，是心怀家国的永恒回响。“宁拙毋巧，宁朴毋华”是他的治学态度，也是他的人生态度。正如他钟爱的诗句“文章千古事，得失寸心知”，杨振宁先生的百年人生是一部闪耀在人类群星中的千古篇章。杨振宁先生永垂不朽！","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490189423280232,"gmtCreate":1760702627093,"gmtModify":1760706532532,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"924新政牛市记录 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有人关注它吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488136539005016","isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469990610690168,"gmtCreate":1755774956194,"gmtModify":1755774957525,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$&nbsp;</a> 都在犹豫，","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$&nbsp;</a> 都在犹豫，","text":"$百度(BIDU)$ 都在犹豫，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469990610690168","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467051666539064,"gmtCreate":1755042855851,"gmtModify":1755042857411,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"[可爱]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"[可爱]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"[可爱] 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三天涨了3.4%，已然将“CPI走低、通胀进一步好转”的预期写进价格里。为什么投资者能做如此超前乐观的预期？第一、数据滞后性。就业指标和CPI指数都是滞后的经济数据。例如，组成CPI的几个大项目中——能源价格已经开始回调，22年12月石油价格甚至同比低于21年12月，食品价格虽然坚挺，但环比增速也从年中的高点回落，服务价格中占比最高的房租，租房市场反应到CPI中一般有一个季度左右的滞后，而22年中以后由于银行利率的升高，房贷市场下降，租房市场曾经有一段时期的火爆，不过也因多行业的裁员、劳动参与率低等环境下没有继续上涨的动力，但房租也没有下降的趋势，应该是一个能保持平稳的趋势。其他更偏可选消费测的方面，除了交通服务相关的增速较高（但比例不高），甚至有同比下降的（二手车等）第二、美联储很透明。虽然包括鲍威尔在内的美联储高管，无论是FOMC会议、在外公开讲话，都想要尽可能地对市场保持一定政策新鲜感（不想让市场引领政策），但是在2022年，几乎每次都是市场把联储官员猜得一干二净。即便有几次美联储官员嘴硬，到头来身体还是很诚实的。眼下美联储的态度是：不能当做通胀问题完全解决，即使滞后一点，也需要在看到滞后数据有明显下降之后再考虑软化紧缩政策。事实上，最终不管是不是5%的顶点，美联储都会在通胀回落之后开始退坡。比如23年下半年若CPI降至7%以下，稳定下降，那美联储不可能置若罔闻，硬性将利率保持在5%以上，这与他们长期目标2%不符。所以，美联储能做什么操作，市场完全就可以根据数据指标来先行观","text":"本周最大的宏观事件就是今天（1月12日）要公布的12月CPI数据了。全球投资者都需要关注这个数据，因为它是给美联储货币政策提供最重要导向的数据。市场进入本周之后，不但交易活跃，而且还挺乐观。$纳斯达克(.IXIC)$ 三天涨了3.4%，已然将“CPI走低、通胀进一步好转”的预期写进价格里。为什么投资者能做如此超前乐观的预期？第一、数据滞后性。就业指标和CPI指数都是滞后的经济数据。例如，组成CPI的几个大项目中——能源价格已经开始回调，22年12月石油价格甚至同比低于21年12月，食品价格虽然坚挺，但环比增速也从年中的高点回落，服务价格中占比最高的房租，租房市场反应到CPI中一般有一个季度左右的滞后，而22年中以后由于银行利率的升高，房贷市场下降，租房市场曾经有一段时期的火爆，不过也因多行业的裁员、劳动参与率低等环境下没有继续上涨的动力，但房租也没有下降的趋势，应该是一个能保持平稳的趋势。其他更偏可选消费测的方面，除了交通服务相关的增速较高（但比例不高），甚至有同比下降的（二手车等）第二、美联储很透明。虽然包括鲍威尔在内的美联储高管，无论是FOMC会议、在外公开讲话，都想要尽可能地对市场保持一定政策新鲜感（不想让市场引领政策），但是在2022年，几乎每次都是市场把联储官员猜得一干二净。即便有几次美联储官员嘴硬，到头来身体还是很诚实的。眼下美联储的态度是：不能当做通胀问题完全解决，即使滞后一点，也需要在看到滞后数据有明显下降之后再考虑软化紧缩政策。事实上，最终不管是不是5%的顶点，美联储都会在通胀回落之后开始退坡。比如23年下半年若CPI降至7%以下，稳定下降，那美联储不可能置若罔闻，硬性将利率保持在5%以上，这与他们长期目标2%不符。所以，美联储能做什么操作，市场完全就可以根据数据指标来先行观","images":[{"img":"https://static.tigerbbs.com/b4db0e658139980b34ca2f3c1364a8f0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3b65b866da2584e7f68643147722d6f8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ae89944ab09916eedd56a9288be4589c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628727755","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"vote":{"id":2518,"gmtBegin":1673507453402,"gmtEnd":1673526561776,"type":1,"upper":1,"title":"你觉得12月CPI数据会？","choices":[{"id":9408,"sort":1,"name":"低于预期的6.5%（好转）","userSize":22,"voted":false},{"id":9409,"sort":2,"name":"与预期基本持平（好转）","userSize":13,"voted":false},{"id":9410,"sort":3,"name":"高于预期的6.5%（恶化）","userSize":12,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270778656174128,"gmtCreate":1707145832318,"gmtModify":1707205195979,"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"themes":[],"htmlText":"<a 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