虎骨高的个人主页 - 老虎社区

虎骨高

虎骨高

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IP属地：北京

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2024-10-16

小小英特尔收拾你还不简单[捂脸] 服不服[开心]

抱歉，原内容已删除

2025-09-30

$小米集团-W(01810)$ 不老实不诚实，欺骗消费者，视生命如儿戏，玩文字游戏，这样的企业不该存在

2025-11-12

$禾赛(HSAI)$ 涨的全都跌回来了

04-10

这个3月24日就批了，为啥现在说

汇丰银行和渣打银行获得香港稳定币牌照，监管制度实施进入新的阶段

2025-11-28

$腾讯控股(00700)$ 破股天天跌

2025-10-27

绝不买粗粮[真香]

小米越过山丘还是悬崖，雷军不能这样下去了

2025-11-21

$禾赛(HSAI)$ 凉凉啦

2025-11-18

$禾赛-W(02525)$ 这货完了完了完了

2025-11-06

$禾赛-W(02525)$ 几乎就没有成交量，这是啥破股

2025-02-20

除了会报警还会啥？

蔚来官方发文辟谣“裁员50%”，称法务部门已报警

去老虎APP查看更多动态

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08:50","market":"fut","language":"zh","title":"里昂：腾讯控股维持“高度确信跑赢大市”评级 目标价740港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2634427749","media":"新浪港股","summary":"　　里昂发布研报称，预期腾讯控股将继续实现稳健的收入增长，但人工智能投资或拖累2026年利润率。该行估计腾讯首季总收入同比增长11%至2，000亿元人民币，经调整EBIT同比增长10%至760亿元人民币。维持对腾讯的“高度确信跑赢大市”评级，目标价740港元。　　该行认为，腾讯凭借庞大的微信生态系统，在人工智能应用变现方面处于有利位置，盈利将较同业更具韧性。新模型及代理型应用将有助腾讯股价重估。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/00700.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　里昂发布研报称，预期<span><a href=\"https://laohu8.com/S/00700\">腾讯控股</a></span><span></span>（00700）将继续实现稳健的收入增长，但人工智能投资或拖累2026年利润率。该行估计腾讯首季总收入同比增长11%至2，000亿元人民币，经调整EBIT同比增长10%至760亿元人民币。期内网上游戏收入预计同比增长12.9%，受惠于《王者荣耀》、《和平精英》及《三角洲行动》等游戏表现强劲；广告收入反弹至同比增长约20%；金融科技及企业服务增长加速。维持对腾讯的“高度确信跑赢大市”评级，目标价740港元。</p>\n<p>　　该行认为，腾讯凭借庞大的微信生态系统，在人工智能应用变现方面处于有利位置，盈利将较同业更具韧性。混元3.0预览版已于4月开源，推理效率较混元2.0提升40%，输入及输出成本降低超过50%。新模型及代理型应用将有助腾讯股价重估。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：卢昱君 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>里昂：腾讯控股维持“高度确信跑赢大市”评级 目标价740港元</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; 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href=https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-11/doc-inhxnscv0621201.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　里昂发布研报称，预期腾讯控股（00700）将继续实现稳健的收入增长，但人工智能投资或拖累2026年利润率。该行估计腾讯首季总收入同比增长11%至2，000亿元人民币，经调整EBIT同比增长10%至760亿元人民币。期内网上游戏收入预计同比增长12.9%，受惠于《王者荣耀》、《和平精英》及《三角洲行动》等游戏表现强劲；广告...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-11/doc-inhxnscv0621201.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) 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A-SGD"},"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-11/doc-inhxnscv0621201.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2634427749","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　里昂发布研报称，预期腾讯控股（00700）将继续实现稳健的收入增长，但人工智能投资或拖累2026年利润率。该行估计腾讯首季总收入同比增长11%至2，000亿元人民币，经调整EBIT同比增长10%至760亿元人民币。期内网上游戏收入预计同比增长12.9%，受惠于《王者荣耀》、《和平精英》及《三角洲行动》等游戏表现强劲；广告收入反弹至同比增长约20%；金融科技及企业服务增长加速。维持对腾讯的“高度确信跑赢大市”评级，目标价740港元。\n　　该行认为，腾讯凭借庞大的微信生态系统，在人工智能应用变现方面处于有利位置，盈利将较同业更具韧性。混元3.0预览版已于4月开源，推理效率较混元2.0提升40%，输入及输出成本降低超过50%。新模型及代理型应用将有助腾讯股价重估。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","news_type":1,"symbols_score_info":{"TCEHY":1.96,"HTCD.SI":0.6,"00700":1.96}},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552049767692448,"gmtCreate":1775812415186,"gmtModify":1775812417666,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133398059071332","authorIdStr":"4133398059071332"},"themes":[],"title":"","htmlText":"这个3月24日就批了，为啥现在说","listText":"这个3月24日就批了，为啥现在说","text":"这个3月24日就批了，为啥现在说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/552049767692448","repostId":"1162520842","repostType":2,"repost":{"id":"1162520842","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":1775812240,"share":"https://www.laohu8.com/m/news/1162520842?lang=zh_CN&edition=full","pubTime":"2026-04-10 17:10","market":"hk","language":"zh","title":"汇丰银行和渣打银行获得香港稳定币牌照，监管制度实施进入新的阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1162520842","media":"老虎资讯综合","summary":"香港稳定币监管制度的实施进入新的阶段。","content":"<html><head></head><body><p>4月10日，香港金管局宣布批出首批稳定币牌照，<strong>分别由碇点金融科技有限公司和 <a href=\"https://laohu8.com/S/HSBC\">汇丰</a> 银行获得，其中碇点金融是由渣打银行、香港电讯和安拟集团合组的公司。</strong></p><p>稳定币牌照即日生效，标志着香港稳定币监管制度进入新阶段。</p><p>金管局表示，两家持牌发行人均计划在首阶段发行港元稳定币，他们计划的业务场景涵盖跨境支付、本地支付、代币化资产交易及供应链融资等创新应用四大方向。例如：利用自身的国际网络与业务基础为企业和个人提供高效、低成本的跨境支付服务，并在香港推动安全、快捷的本地支付与结算体验。合规稳定币将作为代币化资产交易的结算工具，提升市场流动性，并探索作为抵押品管理的应用场景；此外，也将发挥可编程特性，开发条件式支付、供应链融资等创新应用。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17ad6930f2364c6b8e537460a7caee11\" title=\"\" tg-width=\"666\" tg-height=\"613\"/></p><p>汇丰美股盘前直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c05b9e537ffbd38d8e60ca5b3fcaec65\" title=\"\" tg-width=\"1293\" tg-height=\"639\"/></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>汇丰银行和渣打银行获得香港稳定币牌照，监管制度实施进入新的阶段</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; 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class=\"title\">\n汇丰银行和渣打银行获得香港稳定币牌照，监管制度实施进入新的阶段\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\">2026-04-10 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日，香港金管局宣布批出首批稳定币牌照，<strong>分别由碇点金融科技有限公司和 <a href=\"https://laohu8.com/S/HSBC\">汇丰</a> 银行获得，其中碇点金融是由渣打银行、香港电讯和安拟集团合组的公司。</strong></p><p>稳定币牌照即日生效，标志着香港稳定币监管制度进入新阶段。</p><p>金管局表示，两家持牌发行人均计划在首阶段发行港元稳定币，他们计划的业务场景涵盖跨境支付、本地支付、代币化资产交易及供应链融资等创新应用四大方向。例如：利用自身的国际网络与业务基础为企业和个人提供高效、低成本的跨境支付服务，并在香港推动安全、快捷的本地支付与结算体验。合规稳定币将作为代币化资产交易的结算工具，提升市场流动性，并探索作为抵押品管理的应用场景；此外，也将发挥可编程特性，开发条件式支付、供应链融资等创新应用。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17ad6930f2364c6b8e537460a7caee11\" title=\"\" tg-width=\"666\" tg-height=\"613\"/></p><p>汇丰美股盘前直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c05b9e537ffbd38d8e60ca5b3fcaec65\" title=\"\" tg-width=\"1293\" tg-height=\"639\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/014f9278b7333467c4ef9cd9a21c6074","relate_stocks":{"00005":"汇丰控股","02888":"渣打集团","HSBC":"汇丰"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162520842","content_text":"4月10日，香港金管局宣布批出首批稳定币牌照，分别由碇点金融科技有限公司和 汇丰 银行获得，其中碇点金融是由渣打银行、香港电讯和安拟集团合组的公司。稳定币牌照即日生效，标志着香港稳定币监管制度进入新阶段。金管局表示，两家持牌发行人均计划在首阶段发行港元稳定币，他们计划的业务场景涵盖跨境支付、本地支付、代币化资产交易及供应链融资等创新应用四大方向。例如：利用自身的国际网络与业务基础为企业和个人提供高效、低成本的跨境支付服务，并在香港推动安全、快捷的本地支付与结算体验。合规稳定币将作为代币化资产交易的结算工具，提升市场流动性，并探索作为抵押品管理的应用场景；此外，也将发挥可编程特性，开发条件式支付、供应链融资等创新应用。汇丰美股盘前直线拉升。","news_type":1,"symbols_score_info":{"00005":2,"HSBC":2,"02888":2}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544771506290696,"gmtCreate":1774010188429,"gmtModify":1774010191002,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133398059071332","authorIdStr":"4133398059071332"},"themes":[],"title":"","htmlText":"不长眼为这么个品牌代言[财迷]&nbsp;&nbsp;","listText":"不长眼为这么个品牌代言[财迷]&nbsp;&nbsp;","text":"不长眼为这么个品牌代言[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544771506290696","repostId":"2620782412","repostType":2,"repost":{"id":"2620782412","kind":"news","pubTimestamp":1774000782,"share":"https://www.laohu8.com/m/news/2620782412?lang=zh_CN&edition=full","pubTime":"2026-03-20 17:59","market":"sh","language":"zh","title":"苏炳添：雷总，新一代SU7快点交车！","url":"https://stock-news.laohu8.com/highlight/detail?id=2620782412","media":"21世纪经济报道","summary":"21世纪经济报道记者何煦阳3月19日，小米换代SU7发布会上，小米SU7代言人苏炳添表示，孩子非得要他开SU7接他下学。同时，他还催促雷军快点交车，上一代SU7让他等太久了。","content":"<div>\n<p>21世纪经济报道记者何煦阳　　3月19日，小米换代SU7发布会上，小米SU7代言人苏炳添表示，孩子非得要他开SU7接他下学。同时，他还催促雷军快点交车，上一代SU7让他等太久了。（文章来源：21世纪经济报道）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603203679024817.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>苏炳添：雷总，新一代SU7快点交车！</title>\n<style 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href=\"http://finance.eastmoney.com/a/202603203679024817.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","01810":"小米集团-W","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","BK1607":"新IT概念","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK1523":"武汉本地概念股","LU0054450605.USD":"HSBC GIF 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跌跌跌不休","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528547050393896","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528546818130840,"gmtCreate":1770070338541,"gmtModify":1770070340883,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133398059071332","authorIdStr":"4133398059071332"},"themes":[],"title":"","htmlText":"你多买点","listText":"你多买点","text":"你多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528546818130840","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528546773881488,"gmtCreate":1770070306674,"gmtModify":1770070309555,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133398059071332","authorIdStr":"4133398059071332"},"themes":[],"title":"","htmlText":"必须的[开心]","listText":"必须的[开心]","text":"必须的[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528546773881488","isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524451052384576,"gmtCreate":1769066402641,"gmtModify":1769066404773,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133398059071332","authorIdStr":"4133398059071332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 你要跌啥时候","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 你要跌啥时候","text":"$腾讯控股(00700)$ 你要跌啥时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524451052384576","isVote":1,"tweetType":1,"viewCount":1827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519888957846232,"gmtCreate":1767947270281,"gmtModify":1767947272452,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133398059071332","authorIdStr":"4133398059071332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 跌跌不休，有完没完了[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 跌跌不休，有完没完了[开心]&nbsp;&nbsp;","text":"$腾讯控股(00700)$ 跌跌不休，有完没完了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519888957846232","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516571768955768,"gmtCreate":1767145365060,"gmtModify":1767145367661,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133398059071332","authorIdStr":"4133398059071332"},"themes":[],"title":"","htmlText":"最后一天看你能不能回购达到800个亿的目标[难过]&nbsp;&nbsp;","listText":"最后一天看你能不能回购达到800个亿的目标[难过]&nbsp;&nbsp;","text":"最后一天看你能不能回购达到800个亿的目标[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516571768955768","repostId":"2595673917","repostType":2,"repost":{"id":"2595673917","kind":"news","pubTimestamp":1767080590,"share":"https://www.laohu8.com/m/news/2595673917?lang=zh_CN&edition=full","pubTime":"2025-12-30 15:43","market":"hk","language":"zh","title":"连续27日回购，腾讯781亿成港股回购“一哥”；港股通互联网ETF近20日揽金超10亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2595673917","media":"云掌财经","summary":"数据显示，港股通互联网ETF再现资金追捧态势！该基金近10日“吸金”超3.7亿，近20日“吸金”超10亿，最新基金规模达78.03亿元。2025年港股延续回购热潮，科技巨头成为回购中坚。截至12月26日，腾讯控股以781.30亿港元回购金额位居港股回购榜首，占港股公司回购总额的44.17%，其中11月18日后连续27日回购，累计金额达171.65亿港元。小米集团回购金额达59.86亿港元，也投入30.48亿港元用于回购，此外哔哩哔哩、美团、金山软件等均启动数亿港元规模回购计划。","content":"<html><body><article><p>截至10：37，中证<span>港股通</span>互联网指数（931637）上涨0.28%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨0.77%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌0.08%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨0.83%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌0.1%，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>涨1.41%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>跌0.35%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>涨0.31%，<a href=\"https://laohu8.com/S/00241\">阿里健康</a>跌0.58%，-W涨0.47%，<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>涨0.08%。</p><p>数据显示，港股通互联网ETF（513040）再现资金追捧态势！该基金近10日“吸金”超3.7亿，近20日“吸金”超10亿，最新基金规模达78.03亿元。</p><p>2025年港股延续<span>回购</span>热潮，科技巨头成为回购<a href=\"https://laohu8.com/S/002779\">中坚</a>。截至12月26日，腾讯控股以781.30亿港元回购金额位居港股回购榜首，占港股公司回购总额的44.17%，其中11月18日后连续27日回购，累计金额达171.65亿港元。小米集团回购金额达59.86亿港元，也投入30.48亿港元用于回购，此外<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/KSFTF\">金山软件</a>等均启动数亿港元规模回购计划。</p><p><a href=\"https://laohu8.com/S/600999\">招商证券</a>表示，2026年，港股将从估值修复主导，迈向盈利增长主导。港股市场慢牛行情有望延续，预计成长风格仍然是明年的主线，看好AI产业链等市场机会。</p><p>港股通互联网ETF（513040）紧密跟踪中证港股通互联网指数，该指数从港股通范围内选取30家涉及互联网相关业务的上市公司证券作为指数样本。前五大权重股包括<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、腾讯控股、小米集团、美团、商汤，合计占比达57.41%，港股科技巨头占比高。</p><p>从估值层面来看，港股通互联网ETF(513040)跟踪的中证港股通互联网指数估值处于历史低位，最新市盈率（PE-TTM）仅24.38倍，处于指数成立以来25.1%的分位，即估值低于数成立以来74.9%的时间。</p><p>关联产品：</p><p>港股通互联网ETF（513040），场外联接（A类：019313；C类：019314）：一键跟踪中国互联网巨头，把握AI主升浪行情！</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>连续27日回购，腾讯781亿成港股回购“一哥”；港股通互联网ETF近20日揽金超10亿</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连续27日回购，腾讯781亿成港股回购“一哥”；港股通互联网ETF近20日揽金超10亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-30 15:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230154316a6e0463c&s=b><strong>云掌财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至10：37，中证港股通互联网指数（931637）上涨0.28%，阿里巴巴-W涨0.77%，腾讯控股跌0.08%，小米集团-W涨0.83%，美团-W跌0.1%，商汤-W涨1.41%，京东健康跌0.35%，哔哩哔哩-W涨0.31%，阿里健康跌0.58%，-W涨0.47%，金蝶国际涨0.08%。数据显示，港股通互联网ETF（513040）再现资金追捧态势！该基金近10日“吸金”超3.7亿，近20日“...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230154316a6e0463c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"513040":"港股通互联网ETF易方达","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK1233":"餐馆","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) 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不老实不诚实，欺骗消费者，视生命如儿戏，玩文字游戏，这样的企业不该存在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483981387255952","isVote":1,"tweetType":1,"viewCount":1847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499107961717632,"gmtCreate":1762877907068,"gmtModify":1762877908868,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133398059071332","idStr":"4133398059071332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$&nbsp;</a> 涨的全都跌回来了","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$&nbsp;</a> 涨的全都跌回来了","text":"$禾赛(HSAI)$ 涨的全都跌回来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499107961717632","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552049767692448,"gmtCreate":1775812415186,"gmtModify":1775812417666,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133398059071332","idStr":"4133398059071332"},"themes":[],"title":"","htmlText":"这个3月24日就批了，为啥现在说","listText":"这个3月24日就批了，为啥现在说","text":"这个3月24日就批了，为啥现在说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/552049767692448","repostId":"1162520842","repostType":2,"repost":{"id":"1162520842","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":1775812240,"share":"https://www.laohu8.com/m/news/1162520842?lang=zh_CN&edition=full","pubTime":"2026-04-10 17:10","market":"hk","language":"zh","title":"汇丰银行和渣打银行获得香港稳定币牌照，监管制度实施进入新的阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1162520842","media":"老虎资讯综合","summary":"香港稳定币监管制度的实施进入新的阶段。","content":"<html><head></head><body><p>4月10日，香港金管局宣布批出首批稳定币牌照，<strong>分别由碇点金融科技有限公司和 <a href=\"https://laohu8.com/S/HSBC\">汇丰</a> 银行获得，其中碇点金融是由渣打银行、香港电讯和安拟集团合组的公司。</strong></p><p>稳定币牌照即日生效，标志着香港稳定币监管制度进入新阶段。</p><p>金管局表示，两家持牌发行人均计划在首阶段发行港元稳定币，他们计划的业务场景涵盖跨境支付、本地支付、代币化资产交易及供应链融资等创新应用四大方向。例如：利用自身的国际网络与业务基础为企业和个人提供高效、低成本的跨境支付服务，并在香港推动安全、快捷的本地支付与结算体验。合规稳定币将作为代币化资产交易的结算工具，提升市场流动性，并探索作为抵押品管理的应用场景；此外，也将发挥可编程特性，开发条件式支付、供应链融资等创新应用。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17ad6930f2364c6b8e537460a7caee11\" title=\"\" tg-width=\"666\" tg-height=\"613\"/></p><p>汇丰美股盘前直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c05b9e537ffbd38d8e60ca5b3fcaec65\" title=\"\" tg-width=\"1293\" 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class=\"title\">\n汇丰银行和渣打银行获得香港稳定币牌照，监管制度实施进入新的阶段\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\">2026-04-10 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日，香港金管局宣布批出首批稳定币牌照，<strong>分别由碇点金融科技有限公司和 <a href=\"https://laohu8.com/S/HSBC\">汇丰</a> 银行获得，其中碇点金融是由渣打银行、香港电讯和安拟集团合组的公司。</strong></p><p>稳定币牌照即日生效，标志着香港稳定币监管制度进入新阶段。</p><p>金管局表示，两家持牌发行人均计划在首阶段发行港元稳定币，他们计划的业务场景涵盖跨境支付、本地支付、代币化资产交易及供应链融资等创新应用四大方向。例如：利用自身的国际网络与业务基础为企业和个人提供高效、低成本的跨境支付服务，并在香港推动安全、快捷的本地支付与结算体验。合规稳定币将作为代币化资产交易的结算工具，提升市场流动性，并探索作为抵押品管理的应用场景；此外，也将发挥可编程特性，开发条件式支付、供应链融资等创新应用。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17ad6930f2364c6b8e537460a7caee11\" title=\"\" tg-width=\"666\" tg-height=\"613\"/></p><p>汇丰美股盘前直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c05b9e537ffbd38d8e60ca5b3fcaec65\" title=\"\" tg-width=\"1293\" tg-height=\"639\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/014f9278b7333467c4ef9cd9a21c6074","relate_stocks":{"00005":"汇丰控股","02888":"渣打集团","HSBC":"汇丰"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162520842","content_text":"4月10日，香港金管局宣布批出首批稳定币牌照，分别由碇点金融科技有限公司和 汇丰 银行获得，其中碇点金融是由渣打银行、香港电讯和安拟集团合组的公司。稳定币牌照即日生效，标志着香港稳定币监管制度进入新阶段。金管局表示，两家持牌发行人均计划在首阶段发行港元稳定币，他们计划的业务场景涵盖跨境支付、本地支付、代币化资产交易及供应链融资等创新应用四大方向。例如：利用自身的国际网络与业务基础为企业和个人提供高效、低成本的跨境支付服务，并在香港推动安全、快捷的本地支付与结算体验。合规稳定币将作为代币化资产交易的结算工具，提升市场流动性，并探索作为抵押品管理的应用场景；此外，也将发挥可编程特性，开发条件式支付、供应链融资等创新应用。汇丰美股盘前直线拉升。","news_type":1,"symbols_score_info":{"00005":2,"HSBC":2,"02888":2}},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504931762909728,"gmtCreate":1764293609716,"gmtModify":1764293611685,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133398059071332","idStr":"4133398059071332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 破股天天跌","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 破股天天跌","text":"$腾讯控股(00700)$ 破股天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/504931762909728","isVote":1,"tweetType":1,"viewCount":2392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493745127825896,"gmtCreate":1761563840483,"gmtModify":1761563842979,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133398059071332","idStr":"4133398059071332"},"themes":[],"title":"","htmlText":"绝不买粗粮[真香]&nbsp;&nbsp;","listText":"绝不买粗粮[真香]&nbsp;&nbsp;","text":"绝不买粗粮[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/493745127825896","repostId":"2578164316","repostType":2,"repost":{"id":"2578164316","kind":"news","pubTimestamp":1761555206,"share":"https://www.laohu8.com/m/news/2578164316?lang=zh_CN&edition=full","pubTime":"2025-10-27 16:53","market":"hk","language":"zh","title":"小米越过山丘还是悬崖，雷军不能这样下去了","url":"https://stock-news.laohu8.com/highlight/detail?id=2578164316","media":"深水财经社","summary":"10月13日凌晨，一辆小米SU7在成都街头失控撞击后迅速起火，由于车门无法从外部打开，施救的路人只能看着汽车燃爆。事件一出，瞬间点燃了公众对小米汽车安全性的疑虑，小米的股价应声下跌，跌幅一度达8.74％、蒸发市值近千亿。如果小米不能正视研发制造的短板，不能修复受损的品牌信任，那么越过一座山丘后，等待小米的可能是更高的悬崖。雷军和小米，真的不能再这样下去了。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251027170604081v201ibfkcvlaq99\"/><p>对于押上“全部声誉”造车的雷军而言，品牌形象的崩塌比业绩下滑更为致命。</p><p><strong>作者 | 深水财经社</strong><strong>纳兰</strong></p><p>10月27日的港股早盘，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>（01810.HK）的股价的一波大跳水惊出投资者一身冷汗，<strong>一度跌超4%至43.88港元，创下今年4月以来的最低纪</strong>录，直到下午又缓慢回升，跌幅收窄至1%以内。</p><p>这波大跌的诱因是花旗集团在最新研报中发布的业绩预警，预计11月18日公布的2025年第三季度业绩将略低于预期，该报告预测智能手机毛利率下滑与IoT业务收入不及预期，而曾被寄予厚望的“人车家全生态”战略，正遭遇消费者和投资者的双重质疑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251027170606636v201ro6v1lj7mqr\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251027170614767v201tvrqeo6af75\"/><p><strong>机构预测分歧加剧</strong></p><p>机出货量预测下调200万台，并调低毛利率假设。</p><p>不过，花旗维持对<a href=\"https://laohu8.com/S/XIACY\">小米</a>的“买入”资本市场对<a href=\"https://laohu8.com/S/81810\">小米</a>的态度正呈现明显分化。</p><p>花旗在10月下旬发布的研报中明确指出，小米集团2025年第三季度小米集团调整后<span>净利润</span>达102亿元人民币（按年增长64%，按季度减5%），受智能手机毛利率因地区组合不利及内存产品价格上涨而拖累，以及物联网收入因中国补贴效应减弱所影响。</p><p><strong>花旗将其2025至2027年智能手评级，目标价从66港元微降至65港元，因长期增长主题不变。</strong></p><p>与之形成对比的是<a href=\"https://laohu8.com/S/601688\">华泰证券</a>的乐观预判，该行预计小米Q3汽车业务<span>出货</span>约10.9万台，实现收入286亿元，毛利率维持在26%以上的较高水平，因此维持“买入”评级。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>10月27日发布研报称，预计三季度经调整净利润同比增长68.88%，主要受益于手机高端化进展及汽车业务首次盈利。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251027170615550v201c21sigwjiip\"/><p>尽管存储成本上涨带来压力，但整体盈利能力改善趋势明确，汽车产能释放与新车型推出将驱动未来利润加速释放。</p><p>雪球平台的行业分析则给出了更长期的市值展望，认为若汽车业务放量与AI技术突破形成共振，小米市值有望突破2.5万亿港元，甚至挑战4万亿港元天花板。</p><p>但这种乐观预期难以掩盖短期业绩压力，截至10月27日，<strong>已有多家国际投行下调小米目标价，其中瑞银在今年8月份就将小米目标价从62港元调至60港元。</strong></p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>也在8月份将小米集团2025至2027年净利润预测下调5%至6%。目标价下调至75.9港元，原因为供应链限制对电动车业务扩张的影响，以及2025年第三季度传统淡季和新机发布减少对智能手机出货量的制约。</p><p>从历史财务数据来看，小米的业绩波动已显现端倪。</p><p>2025年上半年，公司实现总营收2272.49亿元，归母净利润228.29亿元，净利润率达10.02%，但这一亮眼数据主要依赖Q1的爆发式增长，Q2以来智能手机业务增速放缓。</p><p>根据IDC，3Q25小米全球智能手机出货量同比增长1.8%至4350万台，其中中国市场同比略降1.7%至1000万台，该行判断主因“国补”退坡。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251027170625255v201qgbbud0bjd3\"/><p><strong>生态战略遇阻</strong></p><p>小米“手机×AIoT×汽”的生态蓝图看似宏伟，实则在研发与制造环节暗藏隐忧。</p><p>在研发端，尽管公司过去5年累计投入1050亿元，2025年预计研发投入超300亿元，其中75亿元专项用于自动驾驶技术优化，但研发资源的分散导致核心业务突破乏力。</p><p>智能手机领域，自研芯片“玄戒O1”虽号称综合性能接近<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙8Gen2，却迟迟未能实现大规模量产，高端机型仍高度依赖高通芯片供应；IoT业务则陷入“规模不经济”的怪圈，连接设备超9亿台的背后，是白电、智能家居等品类的同质化竞争。</p><p><strong>制造环节的问题则更为突出。</strong></p><p>汽车业务作为小米的战略重心，产能与品控现在都出了问题。</p><p>特别是小米汽车的品控缺陷引发的信任危机持续发酵。3月29日安徽铜陵高速上，小米SU7在NOA辅助驾驶状态下以97km/h时速撞上水泥桩，碰撞后车门无法打开且迅速起火，导致3人遇难。</p><p>更令人诟病的是，SU7 Ultra车型宣传的“碳纤维双风道前舱盖”被车主实测为普通铝制结构，引发大规模维权事件，尽管小米提出补偿方案，但未能平息消费者不满。</p><p>供应链管理的短板也在加剧困境。</p><p>小米汽车核心零部件和电机、电控等关键部件依赖外部供应商，导致成本控制难度加大。高额的研发与供应链成本让小米汽车陷入“卖得越多，亏得越多”的尴尬境地。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251027170625867v201311w9kbn1k3\"/><p><strong>雷军公信力遇冷</strong></p><p>如果说研发制造问题是小米的“内伤”，那么汽车安全事故引发的品牌危机则是“外伤”，且已严重伤及雷军本人的公信力。</p><p>尤其是3月底铜陵高速事故发生后，小米汽车销量急剧下降，<strong>零售销量从3月的2.92万辆下降到一个月后的2.72万辆。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251027170638901v201cv0qvp11enb\"/><p>更致命的是成都天府大道事故后的公关失当。</p><p>10月13日凌晨，一辆小米SU7在成都街头失控撞击后迅速起火，由于车门无法从外部打开，施救的路人只能看着汽车燃爆。</p><p>事件一出，瞬间点燃了公众对小米汽车安全性的疑虑，小米的股价应声下跌，跌幅一度达8.74％、蒸发市值近千亿。</p><p>尽管该事故主要责任在于车主酒驾超速，但车辆碰撞后起火、车窗无法砸破的细节再次引发公众对安全设计的质疑，而小米选择的长时间沉默，与雷军在世界智能网联汽车大会上“共同抵制网络水军和黑公关”的呼吁形成强烈反差。</p><p>《钱江晚报》发文尖锐批评：“企业不应将安全质疑与黑公关混为一谈，这种偷换概念实质是转移焦点”，胡锡进也评论指出“小米已给公众留下傲慢的印象”。</p><p>对于押上“全部声誉”造车的雷军而言，品牌形象的崩塌比业绩下滑更为致命。</p><p>从最初“135km/h能刹停故障车”的高调宣传，到事故后未能兑现的安全承诺，雷军的个人IP与小米品牌深度绑定的优势，如今已转化为劣势。</p><p>尽管<a href=\"https://laohu8.com/S/603000\">人民网</a>曾发文肯定小米在芯片、新能源车领域的创新，称“没有不可逾越的高山”，但消费者的信任重建并非易事，很多消费者表示，将观望安全整改结果再决定是否购买。</p><p>如果小米不能正视研发制造的短板，不能修复受损的品牌信任，那么越过一座山丘后，等待小米的可能是更高的悬崖。</p><p><strong>雷军和小米，真的不能再这样下去了。</strong></p><p>编辑校对 |保镖</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027170707a47743ad&s=b><strong>深水财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于押上“全部声誉”造车的雷军而言，品牌形象的崩塌比业绩下滑更为致命。作者 | 深水财经社纳兰10月27日的港股早盘，小米集团-W（01810.HK）的股价的一波大跳水惊出投资者一身冷汗，一度跌超4%至43.88港元，创下今年4月以来的最低纪录，直到下午又缓慢回升，跌幅收窄至1%以内。这波大跌的诱因是花旗集团在最新研报中发布的业绩预警，预计11月18日公布的2025年第三季度业绩将略低于预期，该...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027170707a47743ad&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1720050803.USD":"安联全方位中国股票基金","BK1521":"挪威政府全球养老基金持仓","HXXD.SI":"Xiaomi HK SDR 2to1","BK1506":"5G概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET 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深水财经社纳兰10月27日的港股早盘，小米集团-W（01810.HK）的股价的一波大跳水惊出投资者一身冷汗，一度跌超4%至43.88港元，创下今年4月以来的最低纪录，直到下午又缓慢回升，跌幅收窄至1%以内。这波大跌的诱因是花旗集团在最新研报中发布的业绩预警，预计11月18日公布的2025年第三季度业绩将略低于预期，该报告预测智能手机毛利率下滑与IoT业务收入不及预期，而曾被寄予厚望的“人车家全生态”战略，正遭遇消费者和投资者的双重质疑。机构预测分歧加剧机出货量预测下调200万台，并调低毛利率假设。不过，花旗维持对小米的“买入”资本市场对小米的态度正呈现明显分化。花旗在10月下旬发布的研报中明确指出，小米集团2025年第三季度小米集团调整后净利润达102亿元人民币（按年增长64%，按季度减5%），受智能手机毛利率因地区组合不利及内存产品价格上涨而拖累，以及物联网收入因中国补贴效应减弱所影响。花旗将其2025至2027年智能手评级，目标价从66港元微降至65港元，因长期增长主题不变。与之形成对比的是华泰证券的乐观预判，该行预计小米Q3汽车业务出货约10.9万台，实现收入286亿元，毛利率维持在26%以上的较高水平，因此维持“买入”评级。中金公司10月27日发布研报称，预计三季度经调整净利润同比增长68.88%，主要受益于手机高端化进展及汽车业务首次盈利。尽管存储成本上涨带来压力，但整体盈利能力改善趋势明确，汽车产能释放与新车型推出将驱动未来利润加速释放。雪球平台的行业分析则给出了更长期的市值展望，认为若汽车业务放量与AI技术突破形成共振，小米市值有望突破2.5万亿港元，甚至挑战4万亿港元天花板。但这种乐观预期难以掩盖短期业绩压力，截至10月27日，已有多家国际投行下调小米目标价，其中瑞银在今年8月份就将小米目标价从62港元调至60港元。汇丰也在8月份将小米集团2025至2027年净利润预测下调5%至6%。目标价下调至75.9港元，原因为供应链限制对电动车业务扩张的影响，以及2025年第三季度传统淡季和新机发布减少对智能手机出货量的制约。从历史财务数据来看，小米的业绩波动已显现端倪。2025年上半年，公司实现总营收2272.49亿元，归母净利润228.29亿元，净利润率达10.02%，但这一亮眼数据主要依赖Q1的爆发式增长，Q2以来智能手机业务增速放缓。根据IDC，3Q25小米全球智能手机出货量同比增长1.8%至4350万台，其中中国市场同比略降1.7%至1000万台，该行判断主因“国补”退坡。生态战略遇阻小米“手机×AIoT×汽”的生态蓝图看似宏伟，实则在研发与制造环节暗藏隐忧。在研发端，尽管公司过去5年累计投入1050亿元，2025年预计研发投入超300亿元，其中75亿元专项用于自动驾驶技术优化，但研发资源的分散导致核心业务突破乏力。智能手机领域，自研芯片“玄戒O1”虽号称综合性能接近高通骁龙8Gen2，却迟迟未能实现大规模量产，高端机型仍高度依赖高通芯片供应；IoT业务则陷入“规模不经济”的怪圈，连接设备超9亿台的背后，是白电、智能家居等品类的同质化竞争。制造环节的问题则更为突出。汽车业务作为小米的战略重心，产能与品控现在都出了问题。特别是小米汽车的品控缺陷引发的信任危机持续发酵。3月29日安徽铜陵高速上，小米SU7在NOA辅助驾驶状态下以97km/h时速撞上水泥桩，碰撞后车门无法打开且迅速起火，导致3人遇难。更令人诟病的是，SU7 Ultra车型宣传的“碳纤维双风道前舱盖”被车主实测为普通铝制结构，引发大规模维权事件，尽管小米提出补偿方案，但未能平息消费者不满。供应链管理的短板也在加剧困境。小米汽车核心零部件和电机、电控等关键部件依赖外部供应商，导致成本控制难度加大。高额的研发与供应链成本让小米汽车陷入“卖得越多，亏得越多”的尴尬境地。雷军公信力遇冷如果说研发制造问题是小米的“内伤”，那么汽车安全事故引发的品牌危机则是“外伤”，且已严重伤及雷军本人的公信力。尤其是3月底铜陵高速事故发生后，小米汽车销量急剧下降，零售销量从3月的2.92万辆下降到一个月后的2.72万辆。更致命的是成都天府大道事故后的公关失当。10月13日凌晨，一辆小米SU7在成都街头失控撞击后迅速起火，由于车门无法从外部打开，施救的路人只能看着汽车燃爆。事件一出，瞬间点燃了公众对小米汽车安全性的疑虑，小米的股价应声下跌，跌幅一度达8.74％、蒸发市值近千亿。尽管该事故主要责任在于车主酒驾超速，但车辆碰撞后起火、车窗无法砸破的细节再次引发公众对安全设计的质疑，而小米选择的长时间沉默，与雷军在世界智能网联汽车大会上“共同抵制网络水军和黑公关”的呼吁形成强烈反差。《钱江晚报》发文尖锐批评：“企业不应将安全质疑与黑公关混为一谈，这种偷换概念实质是转移焦点”，胡锡进也评论指出“小米已给公众留下傲慢的印象”。对于押上“全部声誉”造车的雷军而言，品牌形象的崩塌比业绩下滑更为致命。从最初“135km/h能刹停故障车”的高调宣传，到事故后未能兑现的安全承诺，雷军的个人IP与小米品牌深度绑定的优势，如今已转化为劣势。尽管人民网曾发文肯定小米在芯片、新能源车领域的创新，称“没有不可逾越的高山”，但消费者的信任重建并非易事，很多消费者表示，将观望安全整改结果再决定是否购买。如果小米不能正视研发制造的短板，不能修复受损的品牌信任，那么越过一座山丘后，等待小米的可能是更高的悬崖。雷军和小米，真的不能再这样下去了。编辑校对 |保镖","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"XIACY":0.6,"01810":1.5,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502326368055968,"gmtCreate":1763656842268,"gmtModify":1763656844039,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133398059071332","idStr":"4133398059071332"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$&nbsp;</a> 凉凉啦","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$&nbsp;</a> 凉凉啦","text":"$禾赛(HSAI)$ 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几乎就没有成交量，这是啥破股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/497243614585728","isVote":1,"tweetType":1,"viewCount":2169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405563542843760,"gmtCreate":1740041343648,"gmtModify":1740041690036,"author":{"id":"4133398059071332","authorId":"4133398059071332","name":"虎骨高","avatar":"https://static.tigerbbs.com/36ec2c2d2405aed43a19933c5c6010ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4133398059071332","idStr":"4133398059071332"},"themes":[],"title":"","htmlText":"除了会报警还会啥？","listText":"除了会报警还会啥？","text":"除了会报警还会啥？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405563542843760","repostId":"1122539036","repostType":2,"repost":{"id":"1122539036","kind":"news","pubTimestamp":1740040016,"share":"https://www.laohu8.com/m/news/1122539036?lang=zh_CN&edition=full","pubTime":"2025-02-20 16:26","market":"hk","language":"zh","title":"蔚来官方发文辟谣“裁员50%”，称法务部门已报警","url":"https://stock-news.laohu8.com/highlight/detail?id=1122539036","media":"新浪科技","summary":"离谱到家。","content":"<html><head></head><body><p>2月19日晚间，蔚来官方账号“蔚来小喇叭”发文称，“网传某豪华车企裁员50%，评论区有人带节奏是蔚来，特地找公司HR负责人做了核实，果然又被他吐槽了一番：离谱到家。小喇叭听说法务部同事已经报警了，发造谣帖的兄弟，悠着点吧。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95f6659bcd078f72273bd40ab1caa5b1\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"2064\"/></p><p><br/></p></body></html>","source":"sina_tech","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>蔚来官方发文辟谣“裁员50%”，称法务部门已报警</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蔚来官方发文辟谣“裁员50%”，称法务部门已报警\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 16:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/shenji/2025-02-20/doc-inemawiq2602295.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月19日晚间，蔚来官方账号“蔚来小喇叭”发文称，“网传某豪华车企裁员50%，评论区有人带节奏是蔚来，特地找公司HR负责人做了核实，果然又被他吐槽了一番：离谱到家。小喇叭听说法务部同事已经报警了，发造谣帖的兄弟，悠着点吧。”</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2025-02-20/doc-inemawiq2602295.shtml\">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/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/shenji/2025-02-20/doc-inemawiq2602295.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122539036","content_text":"2月19日晚间，蔚来官方账号“蔚来小喇叭”发文称，“网传某豪华车企裁员50%，评论区有人带节奏是蔚来，特地找公司HR负责人做了核实，果然又被他吐槽了一番：离谱到家。小喇叭听说法务部同事已经报警了，发造谣帖的兄弟，悠着点吧。”","news_type":1,"symbols_score_info":{"09866":1.1,"NIO.SI":1.1,"NIO":1.1}},"isVote":1,"tweetType":1,"viewCount":3308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}