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美股小小学生
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美股小小学生
美股小小学生
·
05-04
阿里劣根性，造新词吹牛逼
钉钉陈航：AI招聘看AIQ，学历经历年龄不再重要
新浪科技讯 4月30日上午消息，阿里巴巴钉钉/悟空创始人、CEO陈航近日在2026清华五道口 金融发展论坛分享了一个特别的观点：未来企业的核心指标不再是KPI与OKR，而是AIQ， “AIQ 高的人，一个人就是一支团队；AIQ 低的人，给他最强AI 也只能用来‘查天气’。”
钉钉陈航：AI招聘看AIQ，学历经历年龄不再重要
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美股小小学生
美股小小学生
·
2025-11-14
马云就没对股东好过，在他眼里只是韭菜
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美股小小学生
美股小小学生
·
2025-10-02
再洗也洗不掉韭菜的亏损， 该死的零售，王者又如何？ 云+AI全栈，才是星辰大海， 几百亿砸向BABA的南下资金，不如你一条洗🐶？
数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！
运力，才是即时零售战场上最硬的通货。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。其中，美团全职骑手APP以人均每日290分钟高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。即时零售的本质，是“零售”与“即时物流”的深度融合。
数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！
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美股小小学生
美股小小学生
·
2025-09-03
果然是韭菜，送钱不要
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美股小小学生
美股小小学生
·
2025-09-03
鼠目寸光
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美股小小学生
美股小小学生
·
2025-09-03
今年剑指180～200
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美股小小学生
美股小小学生
·
2025-08-18
推迟这么久，不是好兆头
阿里巴巴8月29日发布二季度业绩报告
阿里巴巴集团宣布将于2025年8月29日公布截至2025年6月30日止三个月的未经审核业绩报告。该报告将涵盖公司在该季度的财务表现和运营情况，为投资者和公众提供最新业务动态。业绩发布后，公司通常会举行电话会议解读结果。
阿里巴巴8月29日发布二季度业绩报告
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美股小小学生
美股小小学生
·
2025-08-08
今年80+
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美股小小学生
美股小小学生
·
2025-05-19
预期故意打高，明显在做空
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美股小小学生
美股小小学生
·
2025-02-24
笑话[开心]
大和：下调中芯国际(00981)评级至“沽售” 升目标价至29港元
智通财经APP获悉，大和发布研报称，由于估值过高，下调中芯国际评级至“沽售”，目标价由27港元上调至29港元。同时基于该行与管理层同样关注需求透支可能对其2026年业务构成压力，下调对中芯国际明年业绩预测。该行指，中芯今年资本支出同比持平的指引令该行意外，因该行相信基于地缘政治问题导致其2020至2024年的异常高资本密集度，会在今年美国收紧出口管制生效而结束。
大和：下调中芯国际(00981)评级至“沽售” 升目标价至29港元
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09:23","market":"sg","language":"zh","title":"钉钉陈航：AI招聘看AIQ，学历经历年龄不再重要","url":"https://stock-news.laohu8.com/highlight/detail?id=2631714325","media":"新浪财经","summary":"新浪科技讯 4月30日上午消息，阿里巴巴钉钉/悟空创始人、CEO陈航近日在2026清华五道口 金融发展论坛分享了一个特别的观点：未来企业的核心指标不再是KPI与OKR，而是AIQ， “AIQ 高的人，一个人就是一支团队；AIQ 低的人，给他最强AI 也只能用来‘查天气’。”","content":"<html><body><div>\n<p> 新浪科技讯 4月30日上午消息，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>钉钉/悟空创始人、CEO陈航近日在2026清华五道口（浙江）金融发展论坛分享了一个特别的观点：未来企业的核心指标不再是KPI与OKR，而是AIQ， “AIQ 高的人，一个人就是一支团队；AIQ 低的人，给他最强AI 也只能用来‘查天气’。”</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/116/w550h366/20260430/0ae1-e0ad93fe03a9a3db7c3c144510f3e9e3.png\"/><span></span></div>\n<p> AIQ， 也就是AI商数，陈航认为，这是碳硅融合时代的“新智商”，他首次系统阐释对于AIQ的理解：AIQ包括提示素养（精确表达意图）、算法共情（理解AI逻辑边界）、判断锐度（对AI输出进行审美、验证和决策）。衡量一家公司AIQ高低有三个核心数字：Token利用率（为员工配备了多少免费Token）、经验数字化率（核心岗位沉淀了多少Skill）以及代码变现时间（从业务想法到上线需要多久）。</p>\n<p> 如何提升AIQ，变成AI Native组织？陈航提出“三步曲”：第一步是认知跃迁，深刻认识到，AI不是工具，而是新的企业操作系统；第二步是信息基建，让企业实现“对AI可读”，30天内，企业会议开启AI听记，口头信息自动转化为可查询数据；60天内，核心业务流程（销售/采购/客服）接入AI，让AI读懂业务全貌；第三步是组织重构，先选择5-10人业务团队作为“AI Native试点”，取消日报周报制度，改为AI自动汇总，团队成员直接与AI协作，管理者只负责目标设定与结果验收。“90天后就可评估，你的公司决策速率与AI水平是否显著提升。”陈航说。</p>\n<p> 公司进化速度越来越只取决于其信息流速度，当会议不再写纪要、文档不再手写、代码由AI生成、经验被AI转化，企业将实现秒级响应、千倍效率。陈航认为，未来的企业组织，层级会扁平化，很多员工会成长为AI超级个体，让超级个人有心理安全感的组织就成为效率最高的组织。</p>\n<p> AI时代招人，重在看三个维度：一看本质，要真诚可靠，AIQ 高的人，一旦不靠谱，放大效应带来的风险也是百倍的；二看心态开放度；三是学历、经历、年龄都变得不重要，“AI 会弥补知识短板，经验会被沉淀Skill，年龄也不是障碍——有丰富阅历又开放拥抱 AI 的人，是真正的宝贝。”陈航说。</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：石秀珍 SF183</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\" 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.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钉钉陈航：AI招聘看AIQ，学历经历年龄不再重要\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-30 09:23 北京时间 <a href=https://finance.sina.com.cn/tech/2026-04-30/doc-inhwftwi0419995.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 4月30日上午消息，阿里巴巴钉钉/悟空创始人、CEO陈航近日在2026清华五道口（浙江）金融发展论坛分享了一个特别的观点：未来企业的核心指标不再是KPI与OKR，而是AIQ， “AIQ 高的人，一个人就是一支团队；AIQ 低的人，给他最强AI 也只能用来‘查天气’。”\n\n AIQ， 也就是AI商数，陈航认为，这是碳硅融合时代的“新智商”，他首次系统阐释对于AIQ的理解：AIQ包括提示...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2026-04-30/doc-inhwftwi0419995.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":{"89988":"阿里巴巴-WR","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","BK1615":"港股-互联网","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BABA":"阿里巴巴","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) 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EQUITIES \"1\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/tech/2026-04-30/doc-inhwftwi0419995.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2631714325","content_text":"新浪科技讯 4月30日上午消息，阿里巴巴钉钉/悟空创始人、CEO陈航近日在2026清华五道口（浙江）金融发展论坛分享了一个特别的观点：未来企业的核心指标不再是KPI与OKR，而是AIQ， “AIQ 高的人，一个人就是一支团队；AIQ 低的人，给他最强AI 也只能用来‘查天气’。”\n\n AIQ， 也就是AI商数，陈航认为，这是碳硅融合时代的“新智商”，他首次系统阐释对于AIQ的理解：AIQ包括提示素养（精确表达意图）、算法共情（理解AI逻辑边界）、判断锐度（对AI输出进行审美、验证和决策）。衡量一家公司AIQ高低有三个核心数字：Token利用率（为员工配备了多少免费Token）、经验数字化率（核心岗位沉淀了多少Skill）以及代码变现时间（从业务想法到上线需要多久）。\n 如何提升AIQ，变成AI Native组织？陈航提出“三步曲”：第一步是认知跃迁，深刻认识到，AI不是工具，而是新的企业操作系统；第二步是信息基建，让企业实现“对AI可读”，30天内，企业会议开启AI听记，口头信息自动转化为可查询数据；60天内，核心业务流程（销售/采购/客服）接入AI，让AI读懂业务全貌；第三步是组织重构，先选择5-10人业务团队作为“AI Native试点”，取消日报周报制度，改为AI自动汇总，团队成员直接与AI协作，管理者只负责目标设定与结果验收。“90天后就可评估，你的公司决策速率与AI水平是否显著提升。”陈航说。\n 公司进化速度越来越只取决于其信息流速度，当会议不再写纪要、文档不再手写、代码由AI生成、经验被AI转化，企业将实现秒级响应、千倍效率。陈航认为，未来的企业组织，层级会扁平化，很多员工会成长为AI超级个体，让超级个人有心理安全感的组织就成为效率最高的组织。\n AI时代招人，重在看三个维度：一看本质，要真诚可靠，AIQ 高的人，一旦不靠谱，放大效应带来的风险也是百倍的；二看心态开放度；三是学历、经历、年龄都变得不重要，“AI 会弥补知识短板，经验会被沉淀Skill，年龄也不是障碍——有丰富阅历又开放拥抱 AI 的人，是真正的宝贝。”陈航说。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：石秀珍 SF183","news_type":1,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"BABA":1.87,"09988":1.87,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500084683059304,"gmtCreate":1763131829406,"gmtModify":1763131831796,"author":{"id":"3471640751615859","authorId":"3471640751615859","name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471640751615859","idStr":"3471640751615859"},"themes":[],"title":"","htmlText":"马云就没对股东好过，在他眼里只是韭菜","listText":"马云就没对股东好过，在他眼里只是韭菜","text":"马云就没对股东好过，在他眼里只是韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500084683059304","isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484656199966864,"gmtCreate":1759352729353,"gmtModify":1759358667994,"author":{"id":"3471640751615859","authorId":"3471640751615859","name":"美股小小学生","avatar":"https://static.tigerbbs.com/061896513446687cea1fb8b1dab2ae13","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471640751615859","idStr":"3471640751615859"},"themes":[],"title":"","htmlText":"再洗也洗不掉韭菜的亏损， 该死的零售，王者又如何？ 云+AI全栈，才是星辰大海， 几百亿砸向BABA的南下资金，不如你一条洗🐶？","listText":"再洗也洗不掉韭菜的亏损， 该死的零售，王者又如何？ 云+AI全栈，才是星辰大海， 几百亿砸向BABA的南下资金，不如你一条洗🐶？","text":"再洗也洗不掉韭菜的亏损， 该死的零售，王者又如何？ 云+AI全栈，才是星辰大海， 几百亿砸向BABA的南下资金，不如你一条洗🐶？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484656199966864","repostId":"2571794395","repostType":2,"repost":{"id":"2571794395","kind":"news","pubTimestamp":1759196704,"share":"https://www.laohu8.com/m/news/2571794395?lang=zh_CN&edition=full","pubTime":"2025-09-30 09:45","market":"hk","language":"zh","title":"数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！","url":"https://stock-news.laohu8.com/highlight/detail?id=2571794395","media":"锐艺商业","summary":"运力，才是即时零售战场上最硬的通货。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。其中，美团全职骑手APP以人均每日290分钟高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。即时零售的本质，是“零售”与“即时物流”的深度融合。","content":"<html><body><article><p>运力，才是即时零售战场上最硬的通货。</p><p>近日，随着<a href=\"https://laohu8.com/S/BABA\">阿里</a>掌门人蒋凡公开表示“<a href=\"https://laohu8.com/S/09988\">阿里</a>市场份额已实现领先”，而<a href=\"https://laohu8.com/S/MPNGY\">美团</a>大将王莆中则选择沉默，一场关于“即时零售一哥”之争的口水战被推至台前。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930101448829v163z4y92juhs6h\"/><p>大佬隔空喊话，资本市场雾里看花，一时间，消费者也迷糊了：我天天用的这些平台，到底谁才是真正的老大？</p><p>口号可以喊，战略可以讲，但有一个最朴素的指标，往往最能反映战局的真实情况——那就是骑手端的数据。</p><p>毕竟，订单最终要靠骑手的一单一跑来完成。骑手在哪里聚集，哪里活跃度最高，订单的源头就在哪里。</p><p>我们不妨抛开公关话术，直接看向第三方数据机构QM的骑手APP洞察。这组数据，或许能为我们拨开迷雾。</p><p>///</p><p>运力不会说谎：<a href=\"https://laohu8.com/S/03690\">美团</a>的骑手生态依然“底盘”稳固</p><p>数据是最客观的裁判。8月份的数据显示：</p><p>1、在骑手规模上</p><p>主打众包模式的美团骑手APP，日活跃用户（DAU）高达490万。这个数字是什么概念？</p><p>它是阿里旗下“蜂鸟众包”APP的2倍，更是<a href=\"https://laohu8.com/S/JD\">京东</a>到家骑手APP的3倍。这意味着，在即时零售的“供给侧”，美团能动用的活跃运力网络，拥有压倒性的规模优势。</p><p>2、在骑手粘性上</p><p>衡量骑手投入程度的“人均单日使用时长”指标，美团同样领先。其中，美团全职骑手APP以人均每日290分钟（近5小时）高居榜首，远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。</p><p>这两组数据指向一个核心事实：无论是骑手数量，还是骑手的在线投入时长，美团都建立了坚实的壁垒。更多的骑手意味着更广泛的覆盖和更快的响应速度；更长的在线时长则意味着运力池更稳定、更可靠。这直接决定了平台履约能力的上限。</p><p>///</p><p>深度解析：为何“运力”是决胜负的关键？</p><p>即时零售的本质，是“零售”与“即时物流”的深度融合。商品可以整合，流量可以购买，但一张高效、密集、响应迅速的即时配送网络，绝非一朝一夕可以<a href=\"https://laohu8.com/S/01630\">建成</a>。</p><p>1、美团的“高频打低频”逻辑依然有效</p><p>外卖是最高频的即时零售需求，它像一条永不干涸的河流，滋养着庞大的骑手队伍。基于外卖建立的运力网络，可以近乎零成本地复用给鲜花、药品、零食等零售业务，形成强大的协同效应。</p><p>阿里（饿了么）虽然也在努力拓展非餐业务，但其在外卖基本盘上相对弱势，导致其运力网络的“活水”来源不如美团充沛。</p><p>2、“众包+专送”双轮驱动的生态优势</p><p>数据显示中，美团无论是众包骑手的活跃度还是专送骑手的忠诚度都表现优异。这种混合模式兼具了弹性（应对波峰波谷）和稳定性（保障核心商圈和服务质量），构成了一个更有韧性的运力生态系统。</p><p>3、从“送外卖”到“送万物”，信任的迁移</p><p>用户对“准时”的极度敏感，培养出了对配送平台的信任。当用户想买一瓶水、一盒电池时，他本能会选择那个最能“准时”送到外卖的平台。这种由高频服务建立的信任感，会自然迁移到低频但更广阔的即时零售场景中。</p><p>///</p><p>领跑者依然是美团，但战争远未结束</p><p>蒋凡的“领先”宣言，并非空穴来风。它反映了阿里在整合饿了么、淘鲜达、盒马等资源后，在SKU丰富度、品牌商合作和流量导入上取得的显著进展。京东则依托其强大的供应链基础，在3C、家电等品类上具有独特优势。</p><p>然而，当前的战局表明，美团凭借其根深蒂固的运力网络和用户心智，在即时零售的“即时”这一核心维度上，依然保持着领跑地位。</p><p>王莆中的“不吭声”，或许正是一种基于实力沉淀的自信，因为数据已经替他发声。</p><p>未来的竞争，将是“商品力”与“履约力”的双重比拼。阿里、京东需要思考如何补足运力网络的短板；而美团则需要证明自己不仅能“送得快”，还能“货更全”、“价更优”。</p><p>那么，对于未来，你更看好谁呢？</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>数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n数据打脸？骑手APP告诉你：即时零售的真正王者到底是谁！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 09:45 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b><strong>锐艺商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>运力，才是即时零售战场上最硬的通货。近日，随着阿里掌门人蒋凡公开表示“阿里市场份额已实现领先”，而美团大将王莆中则选择沉默，一场关于“即时零售一哥”之争的口水战被推至台前。大佬隔空喊话，资本市场雾里看花，一时间，消费者也迷糊了：我天天用的这些平台，到底谁才是真正的老大？口号可以喊，战略可以讲，但有一个最朴素的指标，往往最能反映战局的真实情况——那就是骑手端的数据。毕竟，订单最终要靠骑手的一单一跑来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&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":{"83690":"美团-WR","89988":"阿里巴巴-WR","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","03690":"美团-W","LU0791590937.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"A\" (USD)","HBBD.SI":"Alibaba HK SDR 5to1","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME 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","listText":"笑话[开心] ","text":"笑话[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406996353491256","repostId":"2513798346","repostType":2,"repost":{"id":"2513798346","kind":"news","pubTimestamp":1740361110,"share":"https://www.laohu8.com/m/news/2513798346?lang=zh_CN&edition=full","pubTime":"2025-02-24 09:38","market":"hk","language":"zh","title":"大和：下调中芯国际(00981)评级至“沽售” 升目标价至29港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2513798346","media":"智通财经","summary":"智通财经APP获悉，大和发布研报称，由于估值过高，下调中芯国际评级至“沽售”，目标价由27港元上调至29港元。同时基于该行与管理层同样关注需求透支可能对其2026年业务构成压力，下调对中芯国际明年业绩预测。该行指，中芯今年资本支出同比持平的指引令该行意外，因该行相信基于地缘政治问题导致其2020至2024年的异常高资本密集度，会在今年美国收紧出口管制生效而结束。","content":"<html><body><p>智通财经APP获悉，大和发布研报称，由于估值过高，下调<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(00981)评级至“沽售”，目标价由27港元上调至29港元。同时基于该行与管理层同样关注需求透支可能对其2026年业务构成压力，下调对<a href=\"https://laohu8.com/S/00981\">中芯国际</a>明年业绩预测。该行称公司异常高且长的资本支出周期亦加重该行对折旧及地缘政治负担的担忧，可能对其结构性盈利能力构成压力。</p><p>该行指，中芯今年资本支出同比持平的指引令该行意外，因该行相信基于地缘政治问题导致其2020至2024年的异常高资本密集度，会在今年美国收紧出口管制生效而结束。该行不确定中芯会否在此高支出周期下继续建立传统产能，或是将传统产能转换为低效扩充的类似7纳米以作营运。但由于长期的折旧负担，持续高企的资本密集度将继续拖累其利润率，增加该行对折旧和地缘政治影响结构性盈利能力的主要担忧。</p></body></html>","source":"stock_zhitongcaijing","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>大和：下调中芯国际(00981)评级至“沽售” 升目标价至29港元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1253211.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":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://www.zhitongcaijing.com/content/detail/1253211.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513798346","content_text":"智通财经APP获悉，大和发布研报称，由于估值过高，下调中芯国际(00981)评级至“沽售”，目标价由27港元上调至29港元。同时基于该行与管理层同样关注需求透支可能对其2026年业务构成压力，下调对中芯国际明年业绩预测。该行称公司异常高且长的资本支出周期亦加重该行对折旧及地缘政治负担的担忧，可能对其结构性盈利能力构成压力。该行指，中芯今年资本支出同比持平的指引令该行意外，因该行相信基于地缘政治问题导致其2020至2024年的异常高资本密集度，会在今年美国收紧出口管制生效而结束。该行不确定中芯会否在此高支出周期下继续建立传统产能，或是将传统产能转换为低效扩充的类似7纳米以作营运。但由于长期的折旧负担，持续高企的资本密集度将继续拖累其利润率，增加该行对折旧和地缘政治影响结构性盈利能力的主要担忧。","news_type":1,"symbols_score_info":{"688981":1,"00981":1}},"isVote":1,"tweetType":1,"viewCount":2793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}