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一一凡
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06-12
鬼，盒马不是有吗？
阿里拟15亿美元竞购生鲜电商“朴朴超市”，补齐即时零售“前置仓”拼图
阿里巴巴正以15亿美元出价竞购生鲜前置仓平台朴朴超市，报价是此前高鑫零售的两倍多。这是阿里将即时零售列为"最核心战略"后的关键落子——背后逻辑已从流量竞争转向"供应链与资产密度"。
阿里拟15亿美元竞购生鲜电商“朴朴超市”，补齐即时零售“前置仓”拼图
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2024-10-19
$Meta Platforms, Inc.(META)$
财报什么时候出来？
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台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期
第三季度毛利率57.8％，预估54.8％。
台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期
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11:06","market":"us","language":"zh","title":"阿里拟15亿美元竞购生鲜电商“朴朴超市”，补齐即时零售“前置仓”拼图","url":"https://stock-news.laohu8.com/highlight/detail?id=2642253930","media":"华尔街见闻","summary":"阿里巴巴正以15亿美元出价竞购生鲜前置仓平台朴朴超市，报价是此前高鑫零售的两倍多。这是阿里将即时零售列为\"最核心战略\"后的关键落子——背后逻辑已从流量竞争转向\"供应链与资产密度\"。\n","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>据媒体周五报道，阿里巴巴正以15亿美元出价竞购中国生鲜前置仓平台朴朴超市，</strong>将这场收购纳入其与美团争夺线上商业市场份额的更广泛战略布局之中。这是阿里将即时零售列为"最核心战略"后，在供给侧的一次关键性落子。</p><p style=\"text-align: justify;\"><strong>据知情人士透露，阿里提出的15亿美元报价是此前高鑫零售报价的两倍多。</strong>此前5月末，有媒体报道称阿里、美团、京东三家正深度参与竞购，朴朴超市估值区间已升至20亿至50亿美元；京东随后否认参与，阿里和美团均未回应。</p><p style=\"text-align: justify;\">与此同时，阿里内部正在发生一系列安静但重要的变化。据晚点LatePost报道，盒马CEO严筱磊的汇报线近期已从集团CTO吴泽明调整为直接向分管整个商业板块的蒋凡汇报。这一人事调整被外界视为阿里将盒马、天猫超市、淘宝闪购等即时零售相关业务统一收拢的第一步。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>前置仓：密度即壁垒</strong></h2><p style=\"text-align: justify;\">据商业数据派分析，在中国生鲜前置仓赛道，曾有三个真正意义上的独立玩家：每日优鲜、叮咚买菜和朴朴超市。然而随着每日优鲜停服暴雷、叮咚买菜大幅收缩，朴朴超市成为三者中走得最稳的一个，被业内视为"最接近跑通前置仓模型"的玩家。</p><p style=\"text-align: justify;\">前置仓的核心逻辑是密度：仓越近、单量越高、配送效率越稳定，商业模型越容易成立。朴朴超市的差异化在于，<strong>它将配送半径压缩至1.5至3公里，并将前置仓定位为"小型区域零售中心"而非单纯的配送节点</strong>——通过区域高密度布仓拉升订单量，再反向支撑更高的商品丰富度。</p><p style=\"text-align: justify;\">这一策略使朴朴超市的单仓SKU达到6000至8000个，远超行业平均水平，逐步演变为用户"手机里的超市"。分析认为，一旦朴朴超市并入阿里，将大幅提升淘宝闪购在前置仓的库存深度，有助于提高用户黏性并拉动客单价。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>补齐拼图：与阿里现有布局形成协同</strong></h2><p style=\"text-align: justify;\">朴朴超市对阿里的战略价值，不仅在于其前置仓运营能力，更在于与阿里现有供给体系的协同空间。</p><p style=\"text-align: justify;\">目前，阿里旗下淘宝便利店主要覆盖日百、美妆、酒水等标品品类，盒马前置仓今年计划开设1000个，侧重生鲜；而朴朴超市在生鲜前置仓领域拥有成熟的区域运营经验，恰好填补了阿里供给版图的空缺。</p><p style=\"text-align: justify;\">更深层的背景是，阿里管理层判断，即<strong>时零售的竞争壁垒已从流量转向"供应链与资产密度"。</strong>若仅依靠平台模式，阿里在履约时效和供给密度上难以追上对手。<strong>收购朴朴超市，本质上是在用重资产换取即时零售赛道的竞争筹码。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>战略升级：从分散经营到统一品牌</strong></h2><p style=\"text-align: justify;\">阿里进军即时零售并非新鲜事，但此轮布局与以往存在本质区别。据晚点LatePost报道，阿里核心管理层的共识是，即时零售是阿里"必须打赢"的长期战场，目标是夺取市场份额第一。</p><p style=\"text-align: justify;\">过去十年，阿里在即时零售领域长期处于分散经营状态——从入股银泰、创立盒马、推出淘鲜达，到收购大润发、天猫超市，各业务条线各自为战。直至去年的外卖大战，阿里才首次将餐饮、生鲜、商超、医药等分散供给整合至"淘宝闪购"这一统一品牌之下。</p><p style=\"text-align: justify;\">一位阿里人士表示，"消费者不需要理解盒马和淘鲜达和天猫超市有什么区别，他们只需要一个打开app的理由。必须先在用户最高频的外卖场景拿到足够多的心智和市场份额，才具备做非餐的基础。"</p><p style=\"text-align: justify;\">据晚点LatePost，蒋凡等阿里核心管理层已达成两项关键认知：其一，餐饮足够高频，是培养用户心智的核心品类，争取外卖市场40%至50%的份额是参与即时零售竞争的前提；其二，统一前端品牌才能充分发挥供给优势。阿里目前正推动将盒马、天猫超市、淘宝闪购、医药等业务的品牌和用户心智统一归拢至淘宝闪购之下。盒马汇报线的调整，正是这一组织收拢战略的第一步。</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>阿里拟15亿美元竞购生鲜电商“朴朴超市”，补齐即时零售“前置仓”拼图</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{ 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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阿里拟15亿美元竞购生鲜电商“朴朴超市”，补齐即时零售“前置仓”拼图\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-12 11:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>据媒体周五报道，阿里巴巴正以15亿美元出价竞购中国生鲜前置仓平台朴朴超市，</strong>将这场收购纳入其与美团争夺线上商业市场份额的更广泛战略布局之中。这是阿里将即时零售列为"最核心战略"后，在供给侧的一次关键性落子。</p><p style=\"text-align: justify;\"><strong>据知情人士透露，阿里提出的15亿美元报价是此前高鑫零售报价的两倍多。</strong>此前5月末，有媒体报道称阿里、美团、京东三家正深度参与竞购，朴朴超市估值区间已升至20亿至50亿美元；京东随后否认参与，阿里和美团均未回应。</p><p style=\"text-align: justify;\">与此同时，阿里内部正在发生一系列安静但重要的变化。据晚点LatePost报道，盒马CEO严筱磊的汇报线近期已从集团CTO吴泽明调整为直接向分管整个商业板块的蒋凡汇报。这一人事调整被外界视为阿里将盒马、天猫超市、淘宝闪购等即时零售相关业务统一收拢的第一步。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>前置仓：密度即壁垒</strong></h2><p style=\"text-align: justify;\">据商业数据派分析，在中国生鲜前置仓赛道，曾有三个真正意义上的独立玩家：每日优鲜、叮咚买菜和朴朴超市。然而随着每日优鲜停服暴雷、叮咚买菜大幅收缩，朴朴超市成为三者中走得最稳的一个，被业内视为"最接近跑通前置仓模型"的玩家。</p><p style=\"text-align: justify;\">前置仓的核心逻辑是密度：仓越近、单量越高、配送效率越稳定，商业模型越容易成立。朴朴超市的差异化在于，<strong>它将配送半径压缩至1.5至3公里，并将前置仓定位为"小型区域零售中心"而非单纯的配送节点</strong>——通过区域高密度布仓拉升订单量，再反向支撑更高的商品丰富度。</p><p style=\"text-align: justify;\">这一策略使朴朴超市的单仓SKU达到6000至8000个，远超行业平均水平，逐步演变为用户"手机里的超市"。分析认为，一旦朴朴超市并入阿里，将大幅提升淘宝闪购在前置仓的库存深度，有助于提高用户黏性并拉动客单价。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>补齐拼图：与阿里现有布局形成协同</strong></h2><p style=\"text-align: justify;\">朴朴超市对阿里的战略价值，不仅在于其前置仓运营能力，更在于与阿里现有供给体系的协同空间。</p><p style=\"text-align: justify;\">目前，阿里旗下淘宝便利店主要覆盖日百、美妆、酒水等标品品类，盒马前置仓今年计划开设1000个，侧重生鲜；而朴朴超市在生鲜前置仓领域拥有成熟的区域运营经验，恰好填补了阿里供给版图的空缺。</p><p style=\"text-align: justify;\">更深层的背景是，阿里管理层判断，即<strong>时零售的竞争壁垒已从流量转向"供应链与资产密度"。</strong>若仅依靠平台模式，阿里在履约时效和供给密度上难以追上对手。<strong>收购朴朴超市，本质上是在用重资产换取即时零售赛道的竞争筹码。</strong></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>战略升级：从分散经营到统一品牌</strong></h2><p style=\"text-align: justify;\">阿里进军即时零售并非新鲜事，但此轮布局与以往存在本质区别。据晚点LatePost报道，阿里核心管理层的共识是，即时零售是阿里"必须打赢"的长期战场，目标是夺取市场份额第一。</p><p style=\"text-align: justify;\">过去十年，阿里在即时零售领域长期处于分散经营状态——从入股银泰、创立盒马、推出淘鲜达，到收购大润发、天猫超市，各业务条线各自为战。直至去年的外卖大战，阿里才首次将餐饮、生鲜、商超、医药等分散供给整合至"淘宝闪购"这一统一品牌之下。</p><p style=\"text-align: justify;\">一位阿里人士表示，"消费者不需要理解盒马和淘鲜达和天猫超市有什么区别，他们只需要一个打开app的理由。必须先在用户最高频的外卖场景拿到足够多的心智和市场份额，才具备做非餐的基础。"</p><p style=\"text-align: justify;\">据晚点LatePost，蒋凡等阿里核心管理层已达成两项关键认知：其一，餐饮足够高频，是培养用户心智的核心品类，争取外卖市场40%至50%的份额是参与即时零售竞争的前提；其二，统一前端品牌才能充分发挥供给优势。阿里目前正推动将盒马、天猫超市、淘宝闪购、医药等业务的品牌和用户心智统一归拢至淘宝闪购之下。盒马汇报线的调整，正是这一组织收拢战略的第一步。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BK4527":"明星科技股","BK4524":"宅经济概念","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4526":"热门中概股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) 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Global Balanced A Acc SGD"},"source_url":"https://wallstreetcn.com/articles/3774487","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642253930","content_text":"据媒体周五报道，阿里巴巴正以15亿美元出价竞购中国生鲜前置仓平台朴朴超市，将这场收购纳入其与美团争夺线上商业市场份额的更广泛战略布局之中。这是阿里将即时零售列为\"最核心战略\"后，在供给侧的一次关键性落子。据知情人士透露，阿里提出的15亿美元报价是此前高鑫零售报价的两倍多。此前5月末，有媒体报道称阿里、美团、京东三家正深度参与竞购，朴朴超市估值区间已升至20亿至50亿美元；京东随后否认参与，阿里和美团均未回应。与此同时，阿里内部正在发生一系列安静但重要的变化。据晚点LatePost报道，盒马CEO严筱磊的汇报线近期已从集团CTO吴泽明调整为直接向分管整个商业板块的蒋凡汇报。这一人事调整被外界视为阿里将盒马、天猫超市、淘宝闪购等即时零售相关业务统一收拢的第一步。前置仓：密度即壁垒据商业数据派分析，在中国生鲜前置仓赛道，曾有三个真正意义上的独立玩家：每日优鲜、叮咚买菜和朴朴超市。然而随着每日优鲜停服暴雷、叮咚买菜大幅收缩，朴朴超市成为三者中走得最稳的一个，被业内视为\"最接近跑通前置仓模型\"的玩家。前置仓的核心逻辑是密度：仓越近、单量越高、配送效率越稳定，商业模型越容易成立。朴朴超市的差异化在于，它将配送半径压缩至1.5至3公里，并将前置仓定位为\"小型区域零售中心\"而非单纯的配送节点——通过区域高密度布仓拉升订单量，再反向支撑更高的商品丰富度。这一策略使朴朴超市的单仓SKU达到6000至8000个，远超行业平均水平，逐步演变为用户\"手机里的超市\"。分析认为，一旦朴朴超市并入阿里，将大幅提升淘宝闪购在前置仓的库存深度，有助于提高用户黏性并拉动客单价。补齐拼图：与阿里现有布局形成协同朴朴超市对阿里的战略价值，不仅在于其前置仓运营能力，更在于与阿里现有供给体系的协同空间。目前，阿里旗下淘宝便利店主要覆盖日百、美妆、酒水等标品品类，盒马前置仓今年计划开设1000个，侧重生鲜；而朴朴超市在生鲜前置仓领域拥有成熟的区域运营经验，恰好填补了阿里供给版图的空缺。更深层的背景是，阿里管理层判断，即时零售的竞争壁垒已从流量转向\"供应链与资产密度\"。若仅依靠平台模式，阿里在履约时效和供给密度上难以追上对手。收购朴朴超市，本质上是在用重资产换取即时零售赛道的竞争筹码。战略升级：从分散经营到统一品牌阿里进军即时零售并非新鲜事，但此轮布局与以往存在本质区别。据晚点LatePost报道，阿里核心管理层的共识是，即时零售是阿里\"必须打赢\"的长期战场，目标是夺取市场份额第一。过去十年，阿里在即时零售领域长期处于分散经营状态——从入股银泰、创立盒马、推出淘鲜达，到收购大润发、天猫超市，各业务条线各自为战。直至去年的外卖大战，阿里才首次将餐饮、生鲜、商超、医药等分散供给整合至\"淘宝闪购\"这一统一品牌之下。一位阿里人士表示，\"消费者不需要理解盒马和淘鲜达和天猫超市有什么区别，他们只需要一个打开app的理由。必须先在用户最高频的外卖场景拿到足够多的心智和市场份额，才具备做非餐的基础。\"据晚点LatePost，蒋凡等阿里核心管理层已达成两项关键认知：其一，餐饮足够高频，是培养用户心智的核心品类，争取外卖市场40%至50%的份额是参与即时零售竞争的前提；其二，统一前端品牌才能充分发挥供给优势。阿里目前正推动将盒马、天猫超市、淘宝闪购、医药等业务的品牌和用户心智统一归拢至淘宝闪购之下。盒马汇报线的调整，正是这一组织收拢战略的第一步。","news_type":1,"symbols_score_info":{"KBAB":0.6,"BABW":0.6,"BABO":0.6,"BBYY":0.6,"BABX":0.6,"BABA":2.1,"09988":2.1,"BABU":0.6}},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361632286359632,"gmtCreate":1729307763547,"gmtModify":1729312766041,"author":{"id":"3516232792621647","authorId":"3516232792621647","name":"一一凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516232792621647","authorIdStr":"3516232792621647"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 财报什么时候出来？","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 财报什么时候出来？","text":"$Meta Platforms, Inc.(META)$ 财报什么时候出来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361632286359632","isVote":1,"tweetType":1,"viewCount":2998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360870973145256,"gmtCreate":1729144678279,"gmtModify":1729145118051,"author":{"id":"3516232792621647","authorId":"3516232792621647","name":"一一凡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516232792621647","authorIdStr":"3516232792621647"},"themes":[],"title":"","htmlText":"利好","listText":"利好","text":"利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360870973145256","repostId":"1167759666","repostType":4,"repost":{"id":"1167759666","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":1729152189,"share":"https://www.laohu8.com/m/news/1167759666?lang=zh_CN&edition=full","pubTime":"2024-10-17 16:03","market":"us","language":"zh","title":"台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1167759666","media":"老虎资讯综合","summary":"第三季度毛利率57.8％，预估54.8％。","content":"<html><head></head><body><p>10月17日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>盘前大涨近7%。财报显示，台积电第三季度净利润3,253亿元台币，同比增长54%，预估2,993亿元台币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a0e48a3d2bb9c5835a06db368bc1cc1\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>第三季度销售额7,596.9亿元台币，同比增长39%，预估7,510.6亿元台币</p><p>第三季度营业利润3,607.7亿元台币，同比增长58%，预估3,308.2亿元台币。</p><p>第三季度毛利率57.8％，预估54.8％，前季53.2％。</p><p>第三季度营业利益率47.5％，前季42.5％，预估44.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d98bcd2e7e8560825a41733daf1add58\" tg-width=\"1080\" tg-height=\"1080\"/></p><p><strong>台积电预计第四季度销售额261亿美元至269亿美元，市场预估249.4亿美元。</strong></p><p>预计第四季度毛利率57％至59％，市场预估54.7％。</p><p>预计第四季度营业利益率46.5％至48.5％，市场预估44.3％。</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>台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期</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{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-17 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月17日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>盘前大涨近7%。财报显示，台积电第三季度净利润3,253亿元台币，同比增长54%，预估2,993亿元台币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a0e48a3d2bb9c5835a06db368bc1cc1\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>第三季度销售额7,596.9亿元台币，同比增长39%，预估7,510.6亿元台币</p><p>第三季度营业利润3,607.7亿元台币，同比增长58%，预估3,308.2亿元台币。</p><p>第三季度毛利率57.8％，预估54.8％，前季53.2％。</p><p>第三季度营业利益率47.5％，前季42.5％，预估44.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d98bcd2e7e8560825a41733daf1add58\" tg-width=\"1080\" tg-height=\"1080\"/></p><p><strong>台积电预计第四季度销售额261亿美元至269亿美元，市场预估249.4亿美元。</strong></p><p>预计第四季度毛利率57％至59％，市场预估54.7％。</p><p>预计第四季度营业利益率46.5％至48.5％，市场预估44.3％。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167759666","content_text":"10月17日，台积电盘前大涨近7%。财报显示，台积电第三季度净利润3,253亿元台币，同比增长54%，预估2,993亿元台币。第三季度销售额7,596.9亿元台币，同比增长39%，预估7,510.6亿元台币第三季度营业利润3,607.7亿元台币，同比增长58%，预估3,308.2亿元台币。第三季度毛利率57.8％，预估54.8％，前季53.2％。第三季度营业利益率47.5％，前季42.5％，预估44.6％。台积电预计第四季度销售额261亿美元至269亿美元，市场预估249.4亿美元。预计第四季度毛利率57％至59％，市场预估54.7％。预计第四季度营业利益率46.5％至48.5％，市场预估44.3％。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}
