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韭菲特_何
上海松江
IP属地：江苏
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韭菲特_何
韭菲特_何
·
2020-04-15
$特斯拉(TSLA)$
您使用我的引荐码链接购买全新 Tesla，可获得 1,500 km的免费超级充电额度： https://ts.la/25738
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韭菲特_何
韭菲特_何
·
01-06
$老虎证券(TIGR)$
看好你，加油！
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3,310
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2
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13
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韭菲特_何
韭菲特_何
·
2025-12-09
$老虎证券(TIGR)$
静待花开，看好你！
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1,340
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2
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韭菲特_何
韭菲特_何
·
2025-08-08
重仓了，关注了七年，入手已经五年了，现在是我的重仓股！ 对它还是看好的，业绩趋势不会改变！短期波动也可以理解！
谈几点我对福寿园中报预警的思考
福寿园公司发布中报预警，预计亏损 2.35-2.65 亿。以上是我的一些思考，不要问我买卖操作问题，我不方便回答。
谈几点我对福寿园中报预警的思考
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韭菲特_何
韭菲特_何
·
2025-07-23
$老虎证券(TIGR)$
不负众望，好公司好价格，加油！
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1.09万
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3
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2
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韭菲特_何
韭菲特_何
·
2025-07-09
$老虎证券(TIGR)$
加油干！放国内大A早起飞了！
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1.22万
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5
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3
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韭菲特_何
韭菲特_何
·
2025-05-13
$老虎证券(TIGR)$
不说了，我爱你！
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1.20万
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5
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4
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韭菲特_何
韭菲特_何
·
2025-03-18
$老虎证券(TIGR)$
不负所望，再创辉煌！
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2,557
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韭菲特_何
韭菲特_何
·
2025-02-25
$黄金/美元(XAUUSD.FOREX)$
黄金狗庄，看你怎么再唱多？继续空！
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5,337
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4
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韭菲特_何
韭菲特_何
·
2025-02-10
$老虎证券(TIGR)$
开始有收益了，坚持终得成果！
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3,624
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7
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韭菲特_何
韭菲特_何
·
2025-02-10
我已经布局港股中概两三年了，还有很多人觉得他们是垃圾，不值一提，但事实上安全边际高，性价比高，有些股息率都十个点了！
夜盘异动 | 中概股集体拉升，禾赛涨超4%，爱奇艺、阿里涨近4%，中国资产获大行看好
本周一（2月10日）美股夜盘时段，中概股集体拉升，截至发稿 $禾赛(HSAI)$ 涨超4%， $世纪互联(VNET)$ $爱奇艺(IQ)$ 、 $阿里巴巴(BABA)$ 涨近4%， $万国数据(GDS)$ 、 $老虎证券(TIGR)$ 、 $贝壳(BEKE)$ 、 $网易(NTES)$ 涨近3%：
夜盘异动 | 中概股集体拉升，禾赛涨超4%，爱奇艺、阿里涨近4%，中国资产获大行看好
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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 看好你，加油！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 看好你，加油！","text":"$老虎证券(TIGR)$ 看好你，加油！","images":[{"img":"https://static.tigerbbs.com/61af79af5ededb89f6927297ba1b288d","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/518914858107440","isVote":1,"tweetType":1,"viewCount":3310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434763406777814","authorId":"3434763406777814","name":"胡涛tommy","avatar":"https://static.tigerbbs.com/9f28ee7d906e2499e3d787deefef393f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3434763406777814","authorIdStr":"3434763406777814"},"content":"税务局要等你们了吧？","text":"税务局要等你们了吧？","html":"税务局要等你们了吧？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":508968493237168,"gmtCreate":1765291308399,"gmtModify":1765291464779,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 静待花开，看好你！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 静待花开，看好你！","text":"$老虎证券(TIGR)$ 静待花开，看好你！","images":[{"img":"https://static.tigerbbs.com/99040959e2c2dd5443f2b12a1d6fb46d","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508968493237168","isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":465287986385104,"gmtCreate":1754620809318,"gmtModify":1754620811452,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"htmlText":"重仓了，关注了七年，入手已经五年了，现在是我的重仓股！ 对它还是看好的，业绩趋势不会改变！短期波动也可以理解！","listText":"重仓了，关注了七年，入手已经五年了，现在是我的重仓股！ 对它还是看好的，业绩趋势不会改变！短期波动也可以理解！","text":"重仓了，关注了七年，入手已经五年了，现在是我的重仓股！ 对它还是看好的，业绩趋势不会改变！短期波动也可以理解！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/465287986385104","repostId":"2557374529","repostType":2,"repost":{"id":"2557374529","kind":"news","pubTimestamp":1754481355,"share":"https://www.laohu8.com/m/news/2557374529?lang=zh_CN&edition=full","pubTime":"2025-08-06 19:55","market":"hk","language":"zh","title":"谈几点我对福寿园中报预警的思考","url":"https://stock-news.laohu8.com/highlight/detail?id=2557374529","media":"昆仑侠","summary":"福寿园公司发布中报预警，预计亏损 2.35-2.65 亿。以上是我的一些思考，不要问我买卖操作问题，我不方便回答。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/01448\">福寿园</a>公司发布中报预警，预计亏损 2.35-2.65 亿。公司公告是三个原因：</p><p>1、宏观经济和客户消费更加谨慎使得业绩下滑；</p><p>2、部分子公司因不同税务原因导致税务成本上升；</p><p>3、<span>商誉</span>和<span>资产</span>减值。</p><p>4、同时表示扣非后净利润率保持在较高水平。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250806201600511v15202xircrnan0\"/><p>简单说一下我的观点：</p><p>1、 因为去年底开始行业整顿，墓地出售价格受到窗口指导，公司此前预计营收下降 10%，墓地均价下降 25%，没想到直接给干亏了 2.5 亿左右。</p><p>2、 业绩下滑是肯定的，但单纯业绩原因最多只是多赚和小赚的区别，不可能亏这么多，这个从商业模式就能理解到。</p><p>3、 公告提到，不同子公司因不同税务原因，说明不是一家子公司，也是不同税务原因，这个可以参照去年年报，可能涉及税率增加和追缴，另一家同行万桐园发公告说的是适用税率提高了。这个不方便展开讲了。</p><p>4、 商誉和资产减值，估计和去年的情况类似。</p><p>5、 管理层被诟病很多，经常出各种幺蛾子。但不建议啥都往诚信上面去套。至少这几年<span>分红</span>是实打实的。</p><p>6、 我认为福寿园公司的商誉模式是不错的，需求也是与日俱增的，这个到了一定年龄，参加一些白事会有更深的感悟。</p><p>7、 现在的问题是要对福寿园未来长期<span>净利润</span>的一个稳态缺乏合理的推断，需要中报以及各地殡葬管理条例落实后后有个较为清晰的认知。</p><p>以上是我的一些思考，不要问我买卖操作问题，我不方便回答。</p><p>最后提示一下风险：以上仅作为我个人的一些理解，可能和事实有很大的出入，不作为任何投资建议或暗示，据此买卖，风险自负。</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 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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谈几点我对福寿园中报预警的思考\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 19:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806201607a478b901&s=b><strong>昆仑侠</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>福寿园公司发布中报预警，预计亏损 2.35-2.65 亿。公司公告是三个原因：1、宏观经济和客户消费更加谨慎使得业绩下滑；2、部分子公司因不同税务原因导致税务成本上升；3、商誉和资产减值。4、同时表示扣非后净利润率保持在较高水平。简单说一下我的观点：1、 因为去年底开始行业整顿，墓地出售价格受到窗口指导，公司此前预计营收下降 10%，墓地均价下降 25%，没想到直接给干亏了 2.5 亿左右。2、 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806201607a478b901&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":{"01448":"福寿园","BK1605":"殡葬概念","BK1215":"特殊消费者服务"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806201607a478b901&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2557374529","content_text":"福寿园公司发布中报预警，预计亏损 2.35-2.65 亿。公司公告是三个原因：1、宏观经济和客户消费更加谨慎使得业绩下滑；2、部分子公司因不同税务原因导致税务成本上升；3、商誉和资产减值。4、同时表示扣非后净利润率保持在较高水平。简单说一下我的观点：1、 因为去年底开始行业整顿，墓地出售价格受到窗口指导，公司此前预计营收下降 10%，墓地均价下降 25%，没想到直接给干亏了 2.5 亿左右。2、 业绩下滑是肯定的，但单纯业绩原因最多只是多赚和小赚的区别，不可能亏这么多，这个从商业模式就能理解到。3、 公告提到，不同子公司因不同税务原因，说明不是一家子公司，也是不同税务原因，这个可以参照去年年报，可能涉及税率增加和追缴，另一家同行万桐园发公告说的是适用税率提高了。这个不方便展开讲了。4、 商誉和资产减值，估计和去年的情况类似。5、 管理层被诟病很多，经常出各种幺蛾子。但不建议啥都往诚信上面去套。至少这几年分红是实打实的。6、 我认为福寿园公司的商誉模式是不错的，需求也是与日俱增的，这个到了一定年龄，参加一些白事会有更深的感悟。7、 现在的问题是要对福寿园未来长期净利润的一个稳态缺乏合理的推断，需要中报以及各地殡葬管理条例落实后后有个较为清晰的认知。以上是我的一些思考，不要问我买卖操作问题，我不方便回答。最后提示一下风险：以上仅作为我个人的一些理解，可能和事实有很大的出入，不作为任何投资建议或暗示，据此买卖，风险自负。","news_type":1,"symbols_score_info":{"01448":1}},"isVote":1,"tweetType":1,"viewCount":3567,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199884945608990","authorId":"4199884945608990","name":"他化自在。","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"idStr":"4199884945608990","authorIdStr":"4199884945608990"},"content":"后期怎么看，业绩会常年亏损吗？","text":"后期怎么看，业绩会常年亏损吗？","html":"后期怎么看，业绩会常年亏损吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459669101273520,"gmtCreate":1753260587341,"gmtModify":1753260589908,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"htmlText":"<a 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[强]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":402060146066072,"gmtCreate":1739166460104,"gmtModify":1739167598228,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"htmlText":"我已经布局港股中概两三年了，还有很多人觉得他们是垃圾，不值一提，但事实上安全边际高，性价比高，有些股息率都十个点了！","listText":"我已经布局港股中概两三年了，还有很多人觉得他们是垃圾，不值一提，但事实上安全边际高，性价比高，有些股息率都十个点了！","text":"我已经布局港股中概两三年了，还有很多人觉得他们是垃圾，不值一提，但事实上安全边际高，性价比高，有些股息率都十个点了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402060146066072","repostId":"1104757102","repostType":2,"repost":{"id":"1104757102","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":1739153080,"share":"https://www.laohu8.com/m/news/1104757102?lang=zh_CN&edition=full","pubTime":"2025-02-10 10:04","market":"us","language":"zh","title":"夜盘异动 | 中概股集体拉升，禾赛涨超4%，爱奇艺、阿里涨近4%，中国资产获大行看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1104757102","media":"老虎资讯综合","summary":"本周一（2月10日）美股夜盘时段，中概股集体拉升，截至发稿 $禾赛(HSAI)$ 涨超4%， $世纪互联(VNET)$ $爱奇艺(IQ)$ 、 $阿里巴巴(BABA)$ 涨近4%， $万国数据(GDS)$ 、 $老虎证券(TIGR)$ 、 $贝壳(BEKE)$ 、 $网易(NTES)$ 涨近3%：","content":"<html><head></head><body><p>本周一（2月10日）美股夜盘时段，中概股集体拉升，截至发稿 <a href=\"https://laohu8.com/S/HSAI\">禾赛</a> 涨超4%， <a href=\"https://laohu8.com/S/VNET\">世纪互联</a> 、 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a> 、 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 涨近4%， <a href=\"https://laohu8.com/S/GDS\">万国数据</a> 、 <a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 、 <a href=\"https://laohu8.com/S/BEKE\">贝壳</a> 、 <a href=\"https://laohu8.com/S/NTES\">网易</a> 涨近3%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05f1ba28bbdf24beb02f7cfaedcc97f5\" title=\"\" tg-width=\"625\" tg-height=\"513\"/></p><p>华尔街在经历了来自中国的Deepseek震撼后，<strong>纷纷对中国市场更新了评级。</strong></p><p style=\"text-align: justify;\">高盛率先在研报中强调，今年MSCI中国指数有14%的上涨潜力。高盛预期在中性预期下，该指数今年有14%的涨幅至75点，乐观预期下该涨幅则将飙升至28%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b0ad81b2e7ffb11a348801c50058a20\" tg-width=\"865\" tg-height=\"646\"/></p><p style=\"text-align: justify;\">德银2月5日发布研究报告称，全球投资者今年将认识到中国制造业和服务业的竞争力优势，而DeepSeek的推出更像是中国的“斯普特尼克”时刻，中国股票的估值折价将会消失。</p><p style=\"text-align: justify;\"><strong>德银的报告认为，今年中国资产表现将超越其他地区。A股和港股的牛市已自2024年开始，中期将超过此前高点。</strong></p><p style=\"text-align: justify;\">瑞银证券则认为，大型语言模型训练和推理技术的创新可以降低进入壁垒，也降低生成型AI应用的采用难度，从而吸引更多供应商和用户进入市场。该机构在年初的展望报告中提及：</p><blockquote><p>看好 <a href=\"https://laohu8.com/S/KC\">金山云 </a> ，因为它受益于强劲的AI计算需求，特别是在 <a href=\"https://laohu8.com/S/01810\">小米集团-W </a> 为未来3年分配的大规模资本支出中，涉及边缘AI和自动驾驶的投入；在数据中心股票中， <a href=\"https://laohu8.com/S/VNET\">世纪互联 </a> （买入评级）是该机构最看好的股票，它将在超大规模数据中心（AIDC）需求的推动下，占据市场份额。</p></blockquote></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>夜盘异动 | 中概股集体拉升，禾赛涨超4%，爱奇艺、阿里涨近4%，中国资产获大行看好</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{ 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class=\"title\">\n夜盘异动 | 中概股集体拉升，禾赛涨超4%，爱奇艺、阿里涨近4%，中国资产获大行看好\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\">2025-02-10 10:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周一（2月10日）美股夜盘时段，中概股集体拉升，截至发稿 <a href=\"https://laohu8.com/S/HSAI\">禾赛</a> 涨超4%， <a href=\"https://laohu8.com/S/VNET\">世纪互联</a> 、 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a> 、 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 涨近4%， <a href=\"https://laohu8.com/S/GDS\">万国数据</a> 、 <a href=\"https://laohu8.com/S/TIGR\">老虎证券</a> 、 <a href=\"https://laohu8.com/S/BEKE\">贝壳</a> 、 <a href=\"https://laohu8.com/S/NTES\">网易</a> 涨近3%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05f1ba28bbdf24beb02f7cfaedcc97f5\" title=\"\" tg-width=\"625\" tg-height=\"513\"/></p><p>华尔街在经历了来自中国的Deepseek震撼后，<strong>纷纷对中国市场更新了评级。</strong></p><p style=\"text-align: justify;\">高盛率先在研报中强调，今年MSCI中国指数有14%的上涨潜力。高盛预期在中性预期下，该指数今年有14%的涨幅至75点，乐观预期下该涨幅则将飙升至28%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b0ad81b2e7ffb11a348801c50058a20\" tg-width=\"865\" tg-height=\"646\"/></p><p style=\"text-align: justify;\">德银2月5日发布研究报告称，全球投资者今年将认识到中国制造业和服务业的竞争力优势，而DeepSeek的推出更像是中国的“斯普特尼克”时刻，中国股票的估值折价将会消失。</p><p style=\"text-align: justify;\"><strong>德银的报告认为，今年中国资产表现将超越其他地区。A股和港股的牛市已自2024年开始，中期将超过此前高点。</strong></p><p style=\"text-align: justify;\">瑞银证券则认为，大型语言模型训练和推理技术的创新可以降低进入壁垒，也降低生成型AI应用的采用难度，从而吸引更多供应商和用户进入市场。该机构在年初的展望报告中提及：</p><blockquote><p>看好 <a href=\"https://laohu8.com/S/KC\">金山云 </a> ，因为它受益于强劲的AI计算需求，特别是在 <a href=\"https://laohu8.com/S/01810\">小米集团-W </a> 为未来3年分配的大规模资本支出中，涉及边缘AI和自动驾驶的投入；在数据中心股票中， <a href=\"https://laohu8.com/S/VNET\">世纪互联 </a> （买入评级）是该机构最看好的股票，它将在超大规模数据中心（AIDC）需求的推动下，占据市场份额。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"VNET":"世纪互联","IQ":"爱奇艺","BABA":"阿里巴巴","HSAI":"禾赛","TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104757102","content_text":"本周一（2月10日）美股夜盘时段，中概股集体拉升，截至发稿 禾赛 涨超4%， 世纪互联 、 爱奇艺 、 阿里巴巴 涨近4%， 万国数据 、 老虎证券 、 贝壳 、 网易 涨近3%：华尔街在经历了来自中国的Deepseek震撼后，纷纷对中国市场更新了评级。高盛率先在研报中强调，今年MSCI中国指数有14%的上涨潜力。高盛预期在中性预期下，该指数今年有14%的涨幅至75点，乐观预期下该涨幅则将飙升至28%。德银2月5日发布研究报告称，全球投资者今年将认识到中国制造业和服务业的竞争力优势，而DeepSeek的推出更像是中国的“斯普特尼克”时刻，中国股票的估值折价将会消失。德银的报告认为，今年中国资产表现将超越其他地区。A股和港股的牛市已自2024年开始，中期将超过此前高点。瑞银证券则认为，大型语言模型训练和推理技术的创新可以降低进入壁垒，也降低生成型AI应用的采用难度，从而吸引更多供应商和用户进入市场。该机构在年初的展望报告中提及：看好 金山云 ，因为它受益于强劲的AI计算需求，特别是在 小米集团-W 为未来3年分配的大规模资本支出中，涉及边缘AI和自动驾驶的投入；在数据中心股票中， 世纪互联 （买入评级）是该机构最看好的股票，它将在超大规模数据中心（AIDC）需求的推动下，占据市场份额。","news_type":1,"symbols_score_info":{"VNET":1.1,"IQ":1.1,"BABA":1.1,"TIGR":1.1,"HSAI":1.1}},"isVote":1,"tweetType":1,"viewCount":4017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}