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呆蹦蹦
呆蹦蹦
·
06-27 12:39
可以可以,虽然你现在是风口,等风口过去了看怎么清算你。而且你现在可以得罪苹果,下次就可以得罪英伟达,OpenAI,谁还敢跟你做生意[开心]
美光高管怒怼苹果定价模式:芯片成本涨45美元,终端加价250美元
社交媒体上海外财经投资类网红账号爆出美光科技高管公开吐槽苹果定价模式:十多年来,苹果长期以5美元采购存储芯片,简单封装后,以99美元的存储升级价卖给消费者,还嘲笑美光想把单价涨到7美元。如今芯片采购价
美光高管怒怼苹果定价模式:芯片成本涨45美元,终端加价250美元
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呆蹦蹦
呆蹦蹦
·
06-26 15:12
2980现在1980,估计下次就得980了,没完没了的配股融资[开心]
港股直击 | 智谱跌逾15%跌破2000港元,此前市场传智谱考虑在香港配股融资数十亿美元
智谱股价跌逾15%跌破2000港元。此前据媒体报道,中国人工智能模型公司智谱考虑在香港发售股份,融资规模可能达数十亿美元。报道称,该公司自1月上市以来,股价已飙升2000%。因涉及非公开信息,要求匿名的知情人士称,智谱在与顾问商讨潜在股份配售事宜,最早可能下个月进行。信息显示,智谱IPO后为期六个月的锁定期将于7月8日到期。知情人士称,智谱股份发售事宜仍在商讨中,也可能无法达成交易。
港股直击 | 智谱跌逾15%跌破2000港元,此前市场传智谱考虑在香港配股融资数十亿美元
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呆蹦蹦
呆蹦蹦
·
06-12
这图标怎么是快手?
Adobe Q2营收超预期,业绩指引上调,但CFO离职引担忧
Adobe二季度营收66.2亿美元,同比增长13%,超市场预期;全年营收指引上调5亿美元至265亿至266亿美元区间。然而CFO宣布离职叠加CEO此前宣布卸任,双重领导层变动令市场疑虑公司战略延续性,盘后跌超6%。
Adobe Q2营收超预期,业绩指引上调,但CFO离职引担忧
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呆蹦蹦
呆蹦蹦
·
06-09
这次一定能提现![开心]
特朗普称美伊谈判进入“最后关头”
6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。当被问及谈判还需耗时多久,特朗普回答:“两到三天。”当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。
特朗普称美伊谈判进入“最后关头”
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呆蹦蹦
呆蹦蹦
·
06-08
再砍一刀一定能提现[开心]
特朗普:美伊离达成协议“非常近了”,不要求以黎停火成为短期协议的一部分
6月8日,当地时间6月7日,美国全国广播公司(NBC)的《与新闻界对话》节目播出了对美国总统特朗普的专访。特朗普在接受采访时称,美伊离达成协议“非常近了”,但无论能否达成协议,“我们都是赢家”,还称伊朗已让步并承诺不会拥有核武器。特朗普称,只有在协议达成后才会考虑解冻伊朗资产或解除对伊朗制裁,“前提是他们表现好”。特朗普还称,并不要求以黎停火成为短期协议的一部分。 (CCTV国际时讯)
特朗普:美伊离达成协议“非常近了”,不要求以黎停火成为短期协议的一部分
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呆蹦蹦
呆蹦蹦
·
05-28
1小时后,fake news是吧?[开心]
美国官员:美伊就谅解备忘录达成一致,但仍需特朗普最终批准
5月28日,据两名美国官员向Axios透露,美伊谈判代表已就一份为期60天的谅解备忘录达成一致,旨在延长停火并启动关于伊朗核计划的谈判;不过,特朗普尚未对此给予最终批准。 签署谅解备忘录将是战争爆发以来最重要的外交突破,但要达成一项解决特朗普核要求的最终协议,仍需进一步的密集谈判。美国官员表示,这份为期 60 天的谅解备忘录将规定霍尔木兹海峡的航运将“不受限制”。一位美国官员称,这意味着不收取通行费,也不进行任何骚扰,伊朗必须在 30 天内清除海峡中的所有水雷。受此消息影响,国际油价短线跳水。
美国官员:美伊就谅解备忘录达成一致,但仍需特朗普最终批准
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呆蹦蹦
呆蹦蹦
·
05-27
你们有完没完[开心]
白宫称伊朗媒体发布的美伊谅解备忘录内容“不实”
博客《The Bulwark Podcast》现任主持人Tim Miller在社交平台转发伊朗国家电视台公布的美伊谅解备忘录初步非正式文件内容。随后,白宫官方账号“快速反应47”转发Miller的帖子,并称其“患上了极其严重的‘特朗普错乱综合征’,以至于那‘花生米大小’的脑子被扭曲了,竟开始把伊朗国家媒体的报道当成事实,还替他们传播虚假信息。也许Tim该依据《外国代理人登记法》(FARA)登记成外国政府代理人了。”
白宫称伊朗媒体发布的美伊谅解备忘录内容“不实”
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呆蹦蹦
呆蹦蹦
·
05-13
拉完了,阿里也就云服务还行。ai 除了补贴用一下,现在没补贴直接卸载
阿里巴巴 :2026财年Q4营收2433.8亿元同比增长3%,利润端承压
Q4净利润254.76亿元,去年同期123.82亿元。
阿里巴巴 :2026财年Q4营收2433.8亿元同比增长3%,利润端承压
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呆蹦蹦
呆蹦蹦
·
03-27
可以优先给特斯拉股东配货,持有 10 股特斯拉优先配 1股[笑哭]
SpaceX拟将30%IPO份额分配给散户,马斯克打破华尔街惯例
30%份额是惯常比例的三倍,分析认为SpaceX旨在借助马斯克忠实拥趸稳定上市后股价。SpaceX打破传统承销模式,由马斯克亲自指定美银、摩根士丹利、瑞银、花旗等投行各司其职,覆盖国内外机构与散户市场。
SpaceX拟将30%IPO份额分配给散户,马斯克打破华尔街惯例
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呆蹦蹦
呆蹦蹦
·
2025-12-13
OpenAI有这么多钱吗?
市场消息:甲骨文为OpenAI建设的数据中心推迟到了2028年
此次延迟主要归因于劳动力和材料短缺。
市场消息:甲骨文为OpenAI建设的数据中心推迟到了2028年
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left;\">社交媒体上海外财经投资类网红账号爆出美光科技高管公开吐槽苹果定价模式:十多年来,苹果长期以5美元采购存储芯片,简单封装后,以99美元的存储升级价卖给消费者,还嘲笑美光想把单价涨到7美元。如今芯片采购价涨到50美元,苹果直接向消费者加价250美元,把成本压力成倍转嫁给用户。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d4b1ffd282b1894e409447c24a9e1e\" data-align=\"center\" tg-width=\"1260\" tg-height=\"1849\"/><span></span></p></body></html>","source":"live_gelonghui","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>美光高管怒怼苹果定价模式:芯片成本涨45美元,终端加价250美元</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; 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美光高管怒怼苹果定价模式:芯片成本涨45美元,终端加价250美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-27 09:04 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>社交媒体上海外财经投资类网红账号爆出美光科技高管公开吐槽苹果定价模式:十多年来,苹果长期以5美元采购存储芯片,简单封装后,以99美元的存储升级价卖给消费者,还嘲笑美光想把单价涨到7美元。如今芯片采购价涨到50美元,苹果直接向消费者加价250美元,把成本压力成倍转嫁给用户。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/71d4b1ffd282b1894e409447c24a9e1e","relate_stocks":{"BK4505":"高瓴资本持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2092627202.USD":"Blackrock ESG 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","listText":"2980现在1980,估计下次就得980了,没完没了的配股融资[开心] ","text":"2980现在1980,估计下次就得980了,没完没了的配股融资[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579288551387848","repostId":"1164190437","repostType":4,"repost":{"id":"1164190437","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":1782456486,"share":"https://www.laohu8.com/m/news/1164190437?lang=zh_CN&edition=full","pubTime":"2026-06-26 14:48","market":"hk","language":"zh","title":"港股直击 | 智谱跌逾15%跌破2000港元,此前市场传智谱考虑在香港配股融资数十亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1164190437","media":"老虎资讯综合","summary":"智谱股价跌逾15%跌破2000港元。此前据媒体报道,中国人工智能模型公司智谱考虑在香港发售股份,融资规模可能达数十亿美元。报道称,该公司自1月上市以来,股价已飙升2000%。因涉及非公开信息,要求匿名的知情人士称,智谱在与顾问商讨潜在股份配售事宜,最早可能下个月进行。信息显示,智谱IPO后为期六个月的锁定期将于7月8日到期。知情人士称,智谱股份发售事宜仍在商讨中,也可能无法达成交易。","content":"<html><head></head><body><p style=\"text-align: left;\">智谱股价跌逾15%跌破2000港元。此前据媒体报道,中国人工智能模型公司智谱考虑在香港发售股份,融资规模可能达数十亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153dc7069c7dd6c51013915dfe25fe5c\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">报道称,该公司自1月上市以来,股价已飙升2000%。因涉及非公开信息,要求匿名的知情人士称,智谱在与顾问商讨潜在股份配售事宜,最早可能下个月进行。</p><p style=\"text-align: left;\">信息显示,智谱IPO后为期六个月的锁定期将于7月8日到期。知情人士称,智谱股份发售事宜仍在商讨中,也可能无法达成交易。</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>港股直击 | 智谱跌逾15%跌破2000港元,此前市场传智谱考虑在香港配股融资数十亿美元</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; 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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港股直击 | 智谱跌逾15%跌破2000港元,此前市场传智谱考虑在香港配股融资数十亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-26 14:48</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;\">智谱股价跌逾15%跌破2000港元。此前据媒体报道,中国人工智能模型公司智谱考虑在香港发售股份,融资规模可能达数十亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153dc7069c7dd6c51013915dfe25fe5c\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">报道称,该公司自1月上市以来,股价已飙升2000%。因涉及非公开信息,要求匿名的知情人士称,智谱在与顾问商讨潜在股份配售事宜,最早可能下个月进行。</p><p style=\"text-align: left;\">信息显示,智谱IPO后为期六个月的锁定期将于7月8日到期。知情人士称,智谱股份发售事宜仍在商讨中,也可能无法达成交易。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/d9d6040a0845516a8f8d6acac45fdcaf","relate_stocks":{"02513":"智谱"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164190437","content_text":"智谱股价跌逾15%跌破2000港元。此前据媒体报道,中国人工智能模型公司智谱考虑在香港发售股份,融资规模可能达数十亿美元。报道称,该公司自1月上市以来,股价已飙升2000%。因涉及非公开信息,要求匿名的知情人士称,智谱在与顾问商讨潜在股份配售事宜,最早可能下个月进行。信息显示,智谱IPO后为期六个月的锁定期将于7月8日到期。知情人士称,智谱股份发售事宜仍在商讨中,也可能无法达成交易。","news_type":1,"symbols_score_info":{"02513":2}},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574294507382504,"gmtCreate":1781222505882,"gmtModify":1781228598927,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"themes":[],"title":"","htmlText":"这图标怎么是快手?","listText":"这图标怎么是快手?","text":"这图标怎么是快手?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574294507382504","repostId":"2642237070","repostType":4,"repost":{"id":"2642237070","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1781219052,"share":"https://www.laohu8.com/m/news/2642237070?lang=zh_CN&edition=full","pubTime":"2026-06-12 07:04","market":"us","language":"zh","title":"Adobe Q2营收超预期,业绩指引上调,但CFO离职引担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2642237070","media":"华尔街见闻","summary":"Adobe二季度营收66.2亿美元,同比增长13%,超市场预期;全年营收指引上调5亿美元至265亿至266亿美元区间。然而CFO宣布离职叠加CEO此前宣布卸任,双重领导层变动令市场疑虑公司战略延续性,盘后跌超6%。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ADBE\">Adobe</a>季报超出预期并大幅上调全年展望,但首席财务官突然宣布离职,加之此前已公布的CEO接班安排,双重领导层变动令投资者情绪承压,盘后股价进一步下挫。</p><p style=\"text-align: left;\">公司周四公布,二季度营收同比增长13%至66.2亿美元,调整后每股收益5.96美元,均超出分析师预期。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9103a46aaf96b2908a1217f9e69afed5\" data-align=\"center\" tg-width=\"1806\" tg-height=\"568\"/><span></span></p><p style=\"text-align: left;\">全年营收指引从此前的259亿至261亿美元区间上调至265亿至266亿美元,调整后每股收益指引亦从23.30至23.50美元上调至24.35至24.45美元,大幅高于FactSet调查分析师此前预测的23.54美元和260.6亿美元。</p><p style=\"text-align: left;\">尽管基本面表现强劲,Adobe股价盘后跌幅仍超6%,今年以来累计下跌约37%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/056c06940135ded608ede4c5816eac66\" data-align=\"center\" tg-width=\"1348\" tg-height=\"852\"/><span></span></p><h2 style=\"text-align: left;\">领导层接连生变,不确定性上升</h2><p style=\"text-align: left;\">Adobe周四宣布,首席财务官Dan Durn将于6月15日离职,以寻求其他职业机会。公司高级副总裁兼企业财务负责人Steve Day将出任临时首席财务官。</p><p style=\"text-align: left;\">Dan Durn的离职进一步加剧了公司正在经历的领导层交替。首席执行官Shantanu Narayen今年3月已宣布,将在继任者确定后卸任,届时将结束其长达18年的掌舵生涯。</p><p style=\"text-align: left;\">CFO与CEO相继离开的格局,令外界对公司战略方向的延续性存有疑虑。</p><h2 style=\"text-align: left;\">季报全面超预期,AI需求成增长驱动</h2><p style=\"text-align: left;\">Adobe二季度净利润为17.1亿美元,折合每股4.25美元,去年同期为16.9亿美元,即每股3.94美元。调整后每股收益5.96美元,高于FactSet分析师预期的5.82美元;营收66.2亿美元,同样超出市场预期的64.5亿美元。</p><p style=\"text-align: left;\">CEO Narayen表示,业绩"反映出人工智能驱动的需求在各客户群体中持续走强"。</p><p style=\"text-align: left;\">公司当季年化经常性收入(ARR)达271亿美元,超出分析师预期的266亿美元。该指标被投资者视为衡量Adobe人工智能投资回报的关键参考,其中包含约4.8亿美元来自今年4月收购的品牌可见度平台Semrush Holdings的贡献。</p><h2 style=\"text-align: left;\">三季度指引同样超预期,全年目标大幅提升</h2><p style=\"text-align: left;\">展望三季度,Adobe预计调整后每股收益在6.05至6.10美元之间,营收区间为66.7亿至67.2亿美元,均显著高于分析师预期的5.77美元和65.2亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3dcda28428d5cce8ef8c15b6e071a936\" data-align=\"center\" tg-width=\"1794\" tg-height=\"332\"/><span></span></p><p style=\"text-align: left;\">全年层面,公司将调整后每股收益上限目标抬高近1美元,营收指引上调约5亿美元,显示出管理层对下半年增长动能的信心。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f8762e847432ea33688e94a84a0852c\" data-align=\"center\" tg-width=\"1800\" tg-height=\"390\"/><span></span></p><p style=\"text-align: left;\">尽管业绩数据亮眼,Adobe今年以来股价已累计下跌约37%,折射出市场对其AI战略前景的持续观望情绪。</p><p style=\"text-align: left;\">与众多软件同行一样,Adobe面临的核心命题在于:能否向投资者证明,公司有能力将人工智能工具转化为切实的商业增长,而非被新兴AI应用所取代。在此背景下,双重领导层的不稳定性或将使这一证明过程更加复杂。</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>Adobe Q2营收超预期,业绩指引上调,但CFO离职引担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAdobe Q2营收超预期,业绩指引上调,但CFO离职引担忧\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 07:04</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;\"><a href=\"https://laohu8.com/S/ADBE\">Adobe</a>季报超出预期并大幅上调全年展望,但首席财务官突然宣布离职,加之此前已公布的CEO接班安排,双重领导层变动令投资者情绪承压,盘后股价进一步下挫。</p><p style=\"text-align: left;\">公司周四公布,二季度营收同比增长13%至66.2亿美元,调整后每股收益5.96美元,均超出分析师预期。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9103a46aaf96b2908a1217f9e69afed5\" data-align=\"center\" tg-width=\"1806\" tg-height=\"568\"/><span></span></p><p style=\"text-align: left;\">全年营收指引从此前的259亿至261亿美元区间上调至265亿至266亿美元,调整后每股收益指引亦从23.30至23.50美元上调至24.35至24.45美元,大幅高于FactSet调查分析师此前预测的23.54美元和260.6亿美元。</p><p style=\"text-align: left;\">尽管基本面表现强劲,Adobe股价盘后跌幅仍超6%,今年以来累计下跌约37%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/056c06940135ded608ede4c5816eac66\" data-align=\"center\" tg-width=\"1348\" tg-height=\"852\"/><span></span></p><h2 style=\"text-align: left;\">领导层接连生变,不确定性上升</h2><p style=\"text-align: left;\">Adobe周四宣布,首席财务官Dan Durn将于6月15日离职,以寻求其他职业机会。公司高级副总裁兼企业财务负责人Steve Day将出任临时首席财务官。</p><p style=\"text-align: left;\">Dan Durn的离职进一步加剧了公司正在经历的领导层交替。首席执行官Shantanu Narayen今年3月已宣布,将在继任者确定后卸任,届时将结束其长达18年的掌舵生涯。</p><p style=\"text-align: left;\">CFO与CEO相继离开的格局,令外界对公司战略方向的延续性存有疑虑。</p><h2 style=\"text-align: left;\">季报全面超预期,AI需求成增长驱动</h2><p style=\"text-align: left;\">Adobe二季度净利润为17.1亿美元,折合每股4.25美元,去年同期为16.9亿美元,即每股3.94美元。调整后每股收益5.96美元,高于FactSet分析师预期的5.82美元;营收66.2亿美元,同样超出市场预期的64.5亿美元。</p><p style=\"text-align: left;\">CEO Narayen表示,业绩"反映出人工智能驱动的需求在各客户群体中持续走强"。</p><p style=\"text-align: left;\">公司当季年化经常性收入(ARR)达271亿美元,超出分析师预期的266亿美元。该指标被投资者视为衡量Adobe人工智能投资回报的关键参考,其中包含约4.8亿美元来自今年4月收购的品牌可见度平台Semrush Holdings的贡献。</p><h2 style=\"text-align: left;\">三季度指引同样超预期,全年目标大幅提升</h2><p style=\"text-align: left;\">展望三季度,Adobe预计调整后每股收益在6.05至6.10美元之间,营收区间为66.7亿至67.2亿美元,均显著高于分析师预期的5.77美元和65.2亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3dcda28428d5cce8ef8c15b6e071a936\" data-align=\"center\" tg-width=\"1794\" tg-height=\"332\"/><span></span></p><p style=\"text-align: left;\">全年层面,公司将调整后每股收益上限目标抬高近1美元,营收指引上调约5亿美元,显示出管理层对下半年增长动能的信心。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f8762e847432ea33688e94a84a0852c\" data-align=\"center\" tg-width=\"1800\" tg-height=\"390\"/><span></span></p><p style=\"text-align: left;\">尽管业绩数据亮眼,Adobe今年以来股价已累计下跌约37%,折射出市场对其AI战略前景的持续观望情绪。</p><p style=\"text-align: left;\">与众多软件同行一样,Adobe面临的核心命题在于:能否向投资者证明,公司有能力将人工智能工具转化为切实的商业增长,而非被新兴AI应用所取代。在此背景下,双重领导层的不稳定性或将使这一证明过程更加复杂。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dd06a8dc0d2774f6989b95b6c7ecab9e","relate_stocks":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4567":"ESG概念","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc 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ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4023":"应用软件","BK4554":"元宇宙及AR概念","ADBE":"Adobe","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0557290698.USD":"施罗德环球可持续增长基金","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","BK4588":"碎股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD"},"source_url":"https://wallstreetcn.com/articles/3774470","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642237070","content_text":"Adobe季报超出预期并大幅上调全年展望,但首席财务官突然宣布离职,加之此前已公布的CEO接班安排,双重领导层变动令投资者情绪承压,盘后股价进一步下挫。公司周四公布,二季度营收同比增长13%至66.2亿美元,调整后每股收益5.96美元,均超出分析师预期。全年营收指引从此前的259亿至261亿美元区间上调至265亿至266亿美元,调整后每股收益指引亦从23.30至23.50美元上调至24.35至24.45美元,大幅高于FactSet调查分析师此前预测的23.54美元和260.6亿美元。尽管基本面表现强劲,Adobe股价盘后跌幅仍超6%,今年以来累计下跌约37%。领导层接连生变,不确定性上升Adobe周四宣布,首席财务官Dan Durn将于6月15日离职,以寻求其他职业机会。公司高级副总裁兼企业财务负责人Steve Day将出任临时首席财务官。Dan Durn的离职进一步加剧了公司正在经历的领导层交替。首席执行官Shantanu Narayen今年3月已宣布,将在继任者确定后卸任,届时将结束其长达18年的掌舵生涯。CFO与CEO相继离开的格局,令外界对公司战略方向的延续性存有疑虑。季报全面超预期,AI需求成增长驱动Adobe二季度净利润为17.1亿美元,折合每股4.25美元,去年同期为16.9亿美元,即每股3.94美元。调整后每股收益5.96美元,高于FactSet分析师预期的5.82美元;营收66.2亿美元,同样超出市场预期的64.5亿美元。CEO Narayen表示,业绩\"反映出人工智能驱动的需求在各客户群体中持续走强\"。公司当季年化经常性收入(ARR)达271亿美元,超出分析师预期的266亿美元。该指标被投资者视为衡量Adobe人工智能投资回报的关键参考,其中包含约4.8亿美元来自今年4月收购的品牌可见度平台Semrush Holdings的贡献。三季度指引同样超预期,全年目标大幅提升展望三季度,Adobe预计调整后每股收益在6.05至6.10美元之间,营收区间为66.7亿至67.2亿美元,均显著高于分析师预期的5.77美元和65.2亿美元。全年层面,公司将调整后每股收益上限目标抬高近1美元,营收指引上调约5亿美元,显示出管理层对下半年增长动能的信心。尽管业绩数据亮眼,Adobe今年以来股价已累计下跌约37%,折射出市场对其AI战略前景的持续观望情绪。与众多软件同行一样,Adobe面临的核心命题在于:能否向投资者证明,公司有能力将人工智能工具转化为切实的商业增长,而非被新兴AI应用所取代。在此背景下,双重领导层的不稳定性或将使这一证明过程更加复杂。","news_type":1,"symbols_score_info":{"ADBG":0.6,"ADBE":2.1}},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573332804507400,"gmtCreate":1780995810368,"gmtModify":1780998618037,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"themes":[],"title":"","htmlText":"这次一定能提现![开心] ","listText":"这次一定能提现![开心] ","text":"这次一定能提现![开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573332804507400","repostId":"1119916174","repostType":4,"repost":{"id":"1119916174","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":1780994430,"share":"https://www.laohu8.com/m/news/1119916174?lang=zh_CN&edition=full","pubTime":"2026-06-09 16:40","market":"hk","language":"zh","title":"特朗普称美伊谈判进入“最后关头”","url":"https://stock-news.laohu8.com/highlight/detail?id=1119916174","media":"老虎资讯综合","summary":"6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。当被问及谈判还需耗时多久,特朗普回答:“两到三天。”当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。","content":"<html><head></head><body><p style=\"text-align: justify;\">6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。</p><p style=\"text-align: justify;\">特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。</p><p style=\"text-align: justify;\">当被问及谈判还需耗时多久,特朗普回答:“两到三天。”</p><p style=\"text-align: justify;\">当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。</p><p style=\"text-align: justify;\">特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。</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>特朗普称美伊谈判进入“最后关头”</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; 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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特朗普称美伊谈判进入“最后关头”\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\">2026-06-09 16:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。</p><p style=\"text-align: justify;\">特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。</p><p style=\"text-align: justify;\">当被问及谈判还需耗时多久,特朗普回答:“两到三天。”</p><p style=\"text-align: justify;\">当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。</p><p style=\"text-align: justify;\">特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf8deb964fe83a788e7ae02a962af884","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119916174","content_text":"6月9日,美国总统特朗普9日说,美国与伊朗的谈判已进入“最后关头”,将在“两到三天内”达成协议。特朗普9日在纽约肯尼迪国际机场接受记者采访时说,以色列和伊朗此前“来回交锋”,如今“同意停火”,“我们正处在最后关头,将达成一份非常、非常棒的协议”。当被问及谈判还需耗时多久,特朗普回答:“两到三天。”当地时间7日晚至8日,伊朗与以色列爆发自4月上旬美以伊宣布停火以来最大规模交火。8日晚些时候,伊朗与以色列先后宣布停止对对方的袭击。特朗普近期多次表示即将与伊朗达成协议,但截至目前都没有达成。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572908405211896,"gmtCreate":1780892541006,"gmtModify":1780897726271,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"themes":[],"title":"","htmlText":"再砍一刀一定能提现[开心] ","listText":"再砍一刀一定能提现[开心] ","text":"再砍一刀一定能提现[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572908405211896","repostId":"1131217658","repostType":4,"repost":{"id":"1131217658","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":1780888823,"share":"https://www.laohu8.com/m/news/1131217658?lang=zh_CN&edition=full","pubTime":"2026-06-08 11:20","market":"us","language":"zh","title":"特朗普:美伊离达成协议“非常近了”,不要求以黎停火成为短期协议的一部分","url":"https://stock-news.laohu8.com/highlight/detail?id=1131217658","media":"老虎资讯综合","summary":"6月8日,当地时间6月7日,美国全国广播公司(NBC)的《与新闻界对话》节目播出了对美国总统特朗普的专访。特朗普在接受采访时称,美伊离达成协议“非常近了”,但无论能否达成协议,“我们都是赢家”,还称伊朗已让步并承诺不会拥有核武器。特朗普称,只有在协议达成后才会考虑解冻伊朗资产或解除对伊朗制裁,“前提是他们表现好”。特朗普还称,并不要求以黎停火成为短期协议的一部分。 (CCTV国际时讯)","content":"<html><head></head><body><p style=\"text-align: left;\"><span>6月8日,当地时间6月7日,美国全国广播公司(NBC)的《与新闻界对话》节目播出了对美国总统特朗普的专访。</span></p><p style=\"text-align: left;\"><span>特朗普在接受采访时称,美伊离达成协议“非常近了”,但无论能否达成协议,“我们都是赢家”,还称伊朗已让步并承诺不会拥有核武器。</span></p><p style=\"text-align: left;\"><span>特朗普称,只有在协议达成后才会考虑解冻伊朗资产或解除对伊朗制裁,“前提是他们表现好”。特朗普还称,并不要求以黎停火成为短期协议的一部分。 (CCTV国际时讯)</span></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>特朗普:美伊离达成协议“非常近了”,不要求以黎停火成为短期协议的一部分</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特朗普:美伊离达成协议“非常近了”,不要求以黎停火成为短期协议的一部分\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\">2026-06-08 11:20</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;\"><span>6月8日,当地时间6月7日,美国全国广播公司(NBC)的《与新闻界对话》节目播出了对美国总统特朗普的专访。</span></p><p style=\"text-align: left;\"><span>特朗普在接受采访时称,美伊离达成协议“非常近了”,但无论能否达成协议,“我们都是赢家”,还称伊朗已让步并承诺不会拥有核武器。</span></p><p style=\"text-align: left;\"><span>特朗普称,只有在协议达成后才会考虑解冻伊朗资产或解除对伊朗制裁,“前提是他们表现好”。特朗普还称,并不要求以黎停火成为短期协议的一部分。 (CCTV国际时讯)</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ae815156e944e3a7d3f5a05fe539af48","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131217658","content_text":"6月8日,当地时间6月7日,美国全国广播公司(NBC)的《与新闻界对话》节目播出了对美国总统特朗普的专访。特朗普在接受采访时称,美伊离达成协议“非常近了”,但无论能否达成协议,“我们都是赢家”,还称伊朗已让步并承诺不会拥有核武器。特朗普称,只有在协议达成后才会考虑解冻伊朗资产或解除对伊朗制裁,“前提是他们表现好”。特朗普还称,并不要求以黎停火成为短期协议的一部分。 (CCTV国际时讯)","news_type":1,"symbols_score_info":{"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569238373323464,"gmtCreate":1779978421894,"gmtModify":1779980323007,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"themes":[],"title":"","htmlText":"1小时后,fake news是吧?[开心] ","listText":"1小时后,fake news是吧?[开心] ","text":"1小时后,fake news是吧?[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569238373323464","repostId":"1164235604","repostType":4,"repost":{"id":"1164235604","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":1779978021,"share":"https://www.laohu8.com/m/news/1164235604?lang=zh_CN&edition=full","pubTime":"2026-05-28 22:20","market":"us","language":"zh","title":"美国官员:美伊就谅解备忘录达成一致,但仍需特朗普最终批准","url":"https://stock-news.laohu8.com/highlight/detail?id=1164235604","media":"老虎资讯综合","summary":"5月28日,据两名美国官员向Axios透露,美伊谈判代表已就一份为期60天的谅解备忘录达成一致,旨在延长停火并启动关于伊朗核计划的谈判;不过,特朗普尚未对此给予最终批准。 签署谅解备忘录将是战争爆发以来最重要的外交突破,但要达成一项解决特朗普核要求的最终协议,仍需进一步的密集谈判。美国官员表示,这份为期 60 天的谅解备忘录将规定霍尔木兹海峡的航运将“不受限制”。一位美国官员称,这意味着不收取通行费,也不进行任何骚扰,伊朗必须在 30 天内清除海峡中的所有水雷。受此消息影响,国际油价短线跳水。","content":"<html><head></head><body><p style=\"text-align: left;\">5月28日,据两名美国官员向Axios透露,美伊谈判代表已就一份为期60天的谅解备忘录达成一致,旨在延长停火并启动关于伊朗核计划的谈判;不过,特朗普尚未对此给予最终批准。</p><p style=\"text-align: left;\">签署谅解备忘录将是战争爆发以来最重要的外交突破,但要达成一项解决特朗普核要求的最终协议,仍需进一步的密集谈判。美国官员表示,这份为期 60 天的谅解备忘录将规定霍尔木兹海峡的航运将“不受限制”。</p><p style=\"text-align: left;\">一位美国官员称,这意味着不收取通行费,也不进行任何骚扰,伊朗必须在 30 天内清除海峡中的所有水雷。</p><p style=\"text-align: left;\">受此消息影响,国际油价短线跳水。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c35042d6131dff96627be6f9fba0859d\" data-align=\"center\" tg-width=\"977\" tg-height=\"406\"/><span></span></p><p style=\"text-align: left;\"></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>美国官员:美伊就谅解备忘录达成一致,但仍需特朗普最终批准</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美国官员:美伊就谅解备忘录达成一致,但仍需特朗普最终批准\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\">2026-05-28 22:20</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;\">5月28日,据两名美国官员向Axios透露,美伊谈判代表已就一份为期60天的谅解备忘录达成一致,旨在延长停火并启动关于伊朗核计划的谈判;不过,特朗普尚未对此给予最终批准。</p><p style=\"text-align: left;\">签署谅解备忘录将是战争爆发以来最重要的外交突破,但要达成一项解决特朗普核要求的最终协议,仍需进一步的密集谈判。美国官员表示,这份为期 60 天的谅解备忘录将规定霍尔木兹海峡的航运将“不受限制”。</p><p style=\"text-align: left;\">一位美国官员称,这意味着不收取通行费,也不进行任何骚扰,伊朗必须在 30 天内清除海峡中的所有水雷。</p><p style=\"text-align: left;\">受此消息影响,国际油价短线跳水。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c35042d6131dff96627be6f9fba0859d\" data-align=\"center\" tg-width=\"977\" tg-height=\"406\"/><span></span></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5f19eed0dfe9b6f15725f2f7a21a5852","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164235604","content_text":"5月28日,据两名美国官员向Axios透露,美伊谈判代表已就一份为期60天的谅解备忘录达成一致,旨在延长停火并启动关于伊朗核计划的谈判;不过,特朗普尚未对此给予最终批准。签署谅解备忘录将是战争爆发以来最重要的外交突破,但要达成一项解决特朗普核要求的最终协议,仍需进一步的密集谈判。美国官员表示,这份为期 60 天的谅解备忘录将规定霍尔木兹海峡的航运将“不受限制”。一位美国官员称,这意味着不收取通行费,也不进行任何骚扰,伊朗必须在 30 天内清除海峡中的所有水雷。受此消息影响,国际油价短线跳水。","news_type":1,"symbols_score_info":{"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568895612356136,"gmtCreate":1779894824483,"gmtModify":1779895650566,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"themes":[],"title":"","htmlText":"你们有完没完[开心] ","listText":"你们有完没完[开心] ","text":"你们有完没完[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568895612356136","repostId":"1143363558","repostType":4,"repost":{"id":"1143363558","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":1779892938,"share":"https://www.laohu8.com/m/news/1143363558?lang=zh_CN&edition=full","pubTime":"2026-05-27 22:42","market":"us","language":"zh","title":"白宫称伊朗媒体发布的美伊谅解备忘录内容“不实”","url":"https://stock-news.laohu8.com/highlight/detail?id=1143363558","media":"老虎资讯综合","summary":"博客《The Bulwark Podcast》现任主持人Tim Miller在社交平台转发伊朗国家电视台公布的美伊谅解备忘录初步非正式文件内容。随后,白宫官方账号“快速反应47”转发Miller的帖子,并称其“患上了极其严重的‘特朗普错乱综合征’,以至于那‘花生米大小’的脑子被扭曲了,竟开始把伊朗国家媒体的报道当成事实,还替他们传播虚假信息。也许Tim该依据《外国代理人登记法》(FARA)登记成外国政府代理人了。”","content":"<html><head></head><body><p style=\"text-align: left;\"><span>5月27日,美国白宫27日在社交媒体发文称,伊朗媒体发布的报道不实,“公布的(美伊)谅解备忘录纯属捏造”。 (新华社)</span></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>白宫称伊朗媒体发布的美伊谅解备忘录内容“不实”</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n白宫称伊朗媒体发布的美伊谅解备忘录内容“不实”\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\">2026-05-27 22:42</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;\"><span>5月27日,美国白宫27日在社交媒体发文称,伊朗媒体发布的报道不实,“公布的(美伊)谅解备忘录纯属捏造”。 (新华社)</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f881025b5912bf2c79fdeadfb7171b47","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143363558","content_text":"5月27日,美国白宫27日在社交媒体发文称,伊朗媒体发布的报道不实,“公布的(美伊)谅解备忘录纯属捏造”。 (新华社)","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563786227447992,"gmtCreate":1778677515771,"gmtModify":1778677518161,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"themes":[],"title":"","htmlText":"拉完了,阿里也就云服务还行。ai 除了补贴用一下,现在没补贴直接卸载","listText":"拉完了,阿里也就云服务还行。ai 除了补贴用一下,现在没补贴直接卸载","text":"拉完了,阿里也就云服务还行。ai 除了补贴用一下,现在没补贴直接卸载","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563786227447992","repostId":"1171260025","repostType":2,"repost":{"id":"1171260025","kind":"news","pubTimestamp":1778664793,"share":"https://www.laohu8.com/m/news/1171260025?lang=zh_CN&edition=full","pubTime":"2026-05-13 17:33","market":"hk","language":"zh","title":"阿里巴巴 :2026财年Q4营收2433.8亿元同比增长3%,利润端承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1171260025","media":"华尔街见闻","summary":"Q4净利润254.76亿元,去年同期123.82亿元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 周三公布2026财年第四财季财报:截至2026年3月31日止季度,公司收入2433.80亿元,同比增长3%,市场预估2,465.1亿元;若剔除高鑫零售和银泰等已处置业务影响,同口径收入同比增长11%。全年收入首次站上万亿元,为1.0237万亿元,同比增长3%,同口径同样增长11%。</p><p style=\"text-align: justify;\">利润端承压。一季度,阿里由去年同期经营利润284.65亿元转为经营亏损8.48亿元;经调整EBITA同比下降84%至51.02亿元。季度净利润同比增长96%至235.02亿元,主要受股权投资按市值计价收益增加、去年同期处置高鑫零售和银泰亏损形成低基数影响;剔除投资收益、股权激励、减值等项目后,非公认会计准则净利润仅8600万元,同比下降几乎100%。</p><p>阿里巴巴盘前股价大幅震荡,一度涨超2%,截至发稿跌幅超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/163d23f9bdb95d7cfc24d06f9864f3f2\" title=\"\" tg-width=\"1257\" tg-height=\"504\"/></p><p style=\"text-align: justify;\">CEO吴泳铭在财报中表示,阿里全栈AI技术投入"已正式跨越初期培育阶段,进入正向的规模商业化回报周期",这一表态为理解公司当前主动压缩利润的战略逻辑提供了注脚。与此同时,董事会宣布派发年度现金股息,每股ADS为1.05美元,股息总额约25亿美元。</p><h2 id=\"6341aef9\">收入:表观低增,同口径仍保持双位数增长</h2><p style=\"text-align: justify;\">从集团整体看,阿里本季度收入增长3%,全年收入增长3%,表面增速并不高。但财报特别强调,若不考虑高鑫零售和银泰的已处置业务收入,季度和全年同口径收入均同比增长11%。这意味着,处置线下零售资产对报表收入形成了明显拖累,而核心业务收入韧性更强。</p><p style=\"text-align: justify;\">分业务看,一季度阿里巴巴淘天集团收入1222.20亿元,同比增长6%;阿里国际数字商业集团收入354.29亿元,同比增长6%;云智能集团收入416.26亿元,同比增长38%;“所有其他”收入654.59亿元,同比下降21%,主要受高鑫零售、银泰处置以及菜鸟收入下降影响。</p><p style=\"text-align: justify;\">全年维度,淘天集团收入5542.17亿元,同比增长9%;国际数字商业收入1441.70亿元,同比增长9%;云智能收入1581.32亿元,同比增长34%;“所有其他”收入2543.67亿元,同比下降25%。</p><h2 id=\"b47d3d11\">利润:经营亏损与净利润高增并存,核心盈利被投入稀释</h2><p style=\"text-align: justify;\">本季度阿里出现经营亏损8.48亿元,而去年同期为经营利润284.65亿元;经营利润率从12%降至接近0。核心原因是战略投入集中释放:科技业务、即时零售、用户体验投入加大,抵消了客户管理服务、云业务增长和多项业务效率提升带来的正向贡献。</p><p style=\"text-align: justify;\">经调整EBITA更能反映主业经营压力。本季度经调整EBITA为51.02亿元,同比下降84%,经调整EBITA利润率仅2%;全年经调整EBITA为764.16亿元,同比下降56%,利润率从上一财年的17%降至7%。</p><p style=\"text-align: justify;\">与此同时,季度净利润同比增长96%至235.02亿元,归属于普通股股东净利润254.76亿元,同比增长106%。这主要不是经营利润改善,而是投资收益变化驱动:本季度利息收入和投资净收益达338.23亿元,去年同期为净亏损75.16亿元。换言之,净利润高增更多来自投资按市值计价收益及处置事项的同比变化,非公认会计准则净利润降至8600万元,更能体现当期经营投入对利润的挤压。</p><h2 id=\"8\">淘天集团:客户管理收入同口径增长8%,即时零售高增但拖累利润</h2><p style=\"text-align: justify;\">电商仍是阿里最核心的利润来源,但也是本轮投入最密集的板块之一。</p><p style=\"text-align: justify;\">一季度,淘天集团收入1222.20亿元,同比增长6%。其中,电商业务收入962.92亿元,同比下降1%;客户管理收入730.24亿元,同比增长1%。不过,阿里说明,本季度起更新了部分商家的营销发展计划,部分补贴在会计处理上从销售和市场费用改为客户管理收入冲减项。若剔除这一影响,客户管理收入同口径同比增长8%。</p><p style=\"text-align: justify;\">这意味着淘宝天猫的广告、佣金等商业化能力仍在改善。全年客户管理收入3438.67亿元,同比增长5%;若剔除新营销发展计划影响,同口径增长7%,主要由Take rate提升带动。</p><p style=\"text-align: justify;\">即时零售是增长最快的业务之一。一季度,即时零售收入199.88亿元,同比增长57%,主要得益于2025年4月底推出的“淘宝闪购”带动订单量增长;全年即时零售收入785.20亿元,同比增长47%。公司称即时零售单位经济效益继续改善,笔单价环比提升,主要来自订单结构优化,并进一步拓展高笔单价餐饮和非餐品类。</p><p style=\"text-align: justify;\">但高增长背后是利润承压。一季度,淘天集团经调整EBITA为240.10亿元,同比下降40%;全年经调整EBITA为1075.09亿元,同比下降44%。财报解释,主要由于即时零售、用户体验和科技投入增加,部分被客户管理服务正向贡献抵消。</p><p style=\"text-align: justify;\">此外,88VIP会员数继续同比双位数增长,超过6200万。对阿里而言,这仍是提升消费频次、交叉销售和会员留存的核心资产。</p><h2 id=\"ai\">云智能:AI驱动收入加速,盈利同步改善</h2><p style=\"text-align: justify;\">云智能是本季财报最清晰的增长引擎。</p><p style=\"text-align: justify;\">一季度,云智能集团收入416.26亿元,同比增长38%;外部客户收入同比增长40%,主要由公共云业务增长带动,其中包括AI相关产品采用量提升。AI相关产品收入达89.71亿元,连续第十一个季度实现三位数同比增长。</p><p style=\"text-align: justify;\">全年云智能收入1581.32亿元,同比增长34%;外部客户收入同比增长33%。在高投入背景下,云业务利润仍保持增长:本季度云智能经调整EBITA为37.96亿元,同比增长57%;全年经调整EBITA为142.65亿元,同比增长35%。这说明云业务在收入扩张和运营效率提升中,仍能消化部分客户增长与技术创新投入。</p><p style=\"text-align: justify;\">阿里云的战略重点已经从传统云资源销售,转向“AI+云”全栈能力:包括高性能网络、分布式存储、云操作系统、模型训练与推理服务,以及异构芯片集群编排软件。管理层称,要凭借模型、云基础设施和自研专用推理芯片等能力,争夺中国AI云市场主导权。</p><h2 id=\"ai-maa-s\">AI:从模型、MaaS到应用,阿里试图打通商业闭环</h2><p style=\"text-align: justify;\">本季度阿里AI叙事进一步从“投入”转向“商业化”。</p><p style=\"text-align: justify;\">模型层面,公司3月发布Qwen3.6-Plus,强调其在编程、智能体编程、前端网页开发和复杂仓库级任务方面表现突出,原生上下文窗口最高支持100万tokens,并增强多模态感知与推理能力。此外,阿里还在灰度测试世界模型HappyOyster和视频生成模型HappyHorse,扩展多模态模型矩阵。</p><p style=\"text-align: justify;\">平台层面,阿里推进MaaS战略。百炼平台推出包括Qwen3.6-Plus在内的模型矩阵、企业Token方案以及智能体产品组合。2026年3月,百炼平台客户数量同比增长八倍,反映企业客户对模型服务的需求快速增长。</p><p style=\"text-align: justify;\">应用层面,阿里将淘宝天猫与千问App打通,并在淘宝App推出千问AI购物助手,覆盖种草、商品发现、售中支持、订单管理和售后服务等链路。商家端则推出企业级AI原生智能体“悟空”,将智能能力嵌入运营流程。</p><p style=\"text-align: justify;\">芯片层面,平头哥自研AI芯片已实现产业应用,超过10万卡真武PPU部署于阿里云公共云平台,超过30家车企及自动驾驶公司基于该芯片开展智能驾驶研发。阿里试图通过“芯片—云—模型—应用”形成一体化技术栈,提高训练和推理效率。</p><h2 id=\"397a6506\">国际业务:亏损大幅收窄,接近盈亏平衡</h2><p style=\"text-align: justify;\">阿里国际数字商业集团本季度收入354.29亿元,同比增长6%;全年收入1441.70亿元,同比增长9%。</p><p style=\"text-align: justify;\">其中,一季度国际零售商业收入289.17亿元,同比增长5%,主要受速卖通及其他国际业务增长带动,部分被Lazada收入下降抵消;国际批发商业收入65.12亿元,同比增长9%,主要来自跨境业务相关增值服务增长。</p><p style=\"text-align: justify;\">更值得关注的是亏损显著收窄。本季度国际数字商业集团经调整EBITA亏损1.38亿元,去年同期亏损35.74亿元,同比大幅改善,已接近盈亏平衡;全年亏损20.51亿元,上一财年亏损151.37亿元。</p><p style=\"text-align: justify;\">改善主要来自速卖通运营效率提升、物流优化和多项业务效率提升。速卖通Choice业务单位经济效益环比继续改善,“Brand+”计划加速品牌接入,本季度“Brand+”季度活跃买家渗透率已超过30%。Alibaba.com则继续推广AI采购助手Accio,并推出面向全球中小企业的智能业务平台Accio Work,试图将AI工具嵌入跨境贸易全流程。</p><h2 id=\"7e18afd0\">费用与现金流:销售投放和云资本开支是主要压力源</h2><p style=\"text-align: justify;\">费用端最显著变化在销售和市场费用。</p><p style=\"text-align: justify;\">一季度,阿里销售和市场费用534.15亿元,占收入比例21.9%,去年同期为15.3%;全年销售和市场费用2450.23亿元,占收入比例23.9%,去年为14.5%。财报称,主要由于即时零售业务、用户体验以及千问App用户获取投入增加。</p><p style=\"text-align: justify;\">产品开发费用也在上升。一季度产品开发费用189.57亿元,占收入比例7.8%,去年同期为6.3%;全年产品开发费用665.33亿元,占收入比例6.5%,去年为5.7%,主要与研发人员和技术基础设施投入有关。</p><p style=\"text-align: justify;\">现金流方面,全年经营活动现金流净额762.13亿元,同比下降53%;自由现金流净流出466.09亿元,去年为净流入738.70亿元。全年资本性支出1260.63亿元,显著高于上一财年的859.72亿元,主要与云业务、电商业务相关设备购置、数据中心建设、物流和直营业态设施有关。截至3月底,已签约但尚未计提的资本性支出承诺为541.36亿元。</p><p style=\"text-align: justify;\">这意味着,AI和云基础设施建设已经成为阿里现金流的核心变量。短期看,它压低自由现金流和利润率;中长期看,则决定阿里能否在AI云市场形成规模优势。</p><h2 id=\"9224991\">千问等科技投入拉大亏损</h2><p style=\"text-align: justify;\">“所有其他”分部包括盒马、菜鸟、阿里健康、虎鲸文娱、高德、千问C端事业群、灵犀互娱、钉钉等业务。</p><p style=\"text-align: justify;\">一季度,该分部收入654.59亿元,同比下降21%,主要由于高鑫零售和银泰处置、菜鸟收入下降,部分被盒马和高德增长抵消。全年收入2543.67亿元,同比下降25%。</p><p style=\"text-align: justify;\">利润端压力更大。本季度该分部经调整EBITA亏损211.60亿元,去年同期亏损34.13亿元;全年亏损357.37亿元,去年亏损94.99亿元。财报明确指出,主要由于科技业务投入增加,包括千问App用户获取投入,部分被其他业务经营改善抵消。</p><p style=\"text-align: justify;\">这也解释了阿里本季度集团利润的急剧下滑:传统电商仍在贡献利润,云业务盈利改善,国际业务亏损收窄,但千问、即时零售和AI基础设施等新投入正在集中消耗利润与现金流。</p><h2 id=\"9935a584\">股东回报:维持年度股息,回购规模相对克制</h2><p style=\"text-align: justify;\">阿里董事会批准派发2026财年年度定期现金股息,每股普通股0.13125美元,或每股美国存托股1.05美元,股息总额约25亿美元,普通股预计于2026年7月6日前后支付,美国存托股预计于7月13日前后支付。</p><p style=\"text-align: justify;\">回购方面,截至2026年3月31日止年度,公司在纽交所回购约7273万股普通股,总对价约10.46亿美元,相关股份均已注销。</p><p style=\"text-align: justify;\">从资金安排看,阿里在大规模投入AI、即时零售和云基础设施的同时,仍维持股息和回购,但力度明显需要与自由现金流转负相匹配。截至3月底,公司现金及其他流动投资仍达5208.24亿元,同时债务总额/经调整EBITDA比率由上一财年末的1.14升至2.29,债务总额/资本总额比率为18.86%。这为后续投入提供了空间,也意味着市场将继续关注AI商业化能否尽快覆盖资本开支和获客投入。</p></body></html>","source":"lsy1762389672944","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>阿里巴巴 :2026财年Q4营收2433.8亿元同比增长3%,利润端承压</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阿里巴巴 :2026财年Q4营收2433.8亿元同比增长3%,利润端承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 17:33 北京时间 <a href=https://wallstreetcn.com/articles/3772187><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴 周三公布2026财年第四财季财报:截至2026年3月31日止季度,公司收入2433.80亿元,同比增长3%,市场预估2,465.1亿元;若剔除高鑫零售和银泰等已处置业务影响,同口径收入同比增长11%。全年收入首次站上万亿元,为1.0237万亿元,同比增长3%,同口径同样增长11%。利润端承压。一季度,阿里由去年同期经营利润284.65亿元转为经营亏损8.48亿元;经调整EBITA同比下降...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3772187\">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/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","BABX":"2倍做多BABA ETF-GraniteShares","BABU":"Direxion Daily BABA Bull 2X ETF","09988":"阿里巴巴-W","KBAB":"2倍做多BABA ETF-KraneShares","BBYY":"GraniteShares YieldBOOST BABA ETF","BABW":"Roundhill BABA WeeklyPay ETF","BABO":"BABA期权收益策略ETF-YieldMax"},"source_url":"https://wallstreetcn.com/articles/3772187","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171260025","content_text":"阿里巴巴 周三公布2026财年第四财季财报:截至2026年3月31日止季度,公司收入2433.80亿元,同比增长3%,市场预估2,465.1亿元;若剔除高鑫零售和银泰等已处置业务影响,同口径收入同比增长11%。全年收入首次站上万亿元,为1.0237万亿元,同比增长3%,同口径同样增长11%。利润端承压。一季度,阿里由去年同期经营利润284.65亿元转为经营亏损8.48亿元;经调整EBITA同比下降84%至51.02亿元。季度净利润同比增长96%至235.02亿元,主要受股权投资按市值计价收益增加、去年同期处置高鑫零售和银泰亏损形成低基数影响;剔除投资收益、股权激励、减值等项目后,非公认会计准则净利润仅8600万元,同比下降几乎100%。阿里巴巴盘前股价大幅震荡,一度涨超2%,截至发稿跌幅超1%。CEO吴泳铭在财报中表示,阿里全栈AI技术投入\"已正式跨越初期培育阶段,进入正向的规模商业化回报周期\",这一表态为理解公司当前主动压缩利润的战略逻辑提供了注脚。与此同时,董事会宣布派发年度现金股息,每股ADS为1.05美元,股息总额约25亿美元。收入:表观低增,同口径仍保持双位数增长从集团整体看,阿里本季度收入增长3%,全年收入增长3%,表面增速并不高。但财报特别强调,若不考虑高鑫零售和银泰的已处置业务收入,季度和全年同口径收入均同比增长11%。这意味着,处置线下零售资产对报表收入形成了明显拖累,而核心业务收入韧性更强。分业务看,一季度阿里巴巴淘天集团收入1222.20亿元,同比增长6%;阿里国际数字商业集团收入354.29亿元,同比增长6%;云智能集团收入416.26亿元,同比增长38%;“所有其他”收入654.59亿元,同比下降21%,主要受高鑫零售、银泰处置以及菜鸟收入下降影响。全年维度,淘天集团收入5542.17亿元,同比增长9%;国际数字商业收入1441.70亿元,同比增长9%;云智能收入1581.32亿元,同比增长34%;“所有其他”收入2543.67亿元,同比下降25%。利润:经营亏损与净利润高增并存,核心盈利被投入稀释本季度阿里出现经营亏损8.48亿元,而去年同期为经营利润284.65亿元;经营利润率从12%降至接近0。核心原因是战略投入集中释放:科技业务、即时零售、用户体验投入加大,抵消了客户管理服务、云业务增长和多项业务效率提升带来的正向贡献。经调整EBITA更能反映主业经营压力。本季度经调整EBITA为51.02亿元,同比下降84%,经调整EBITA利润率仅2%;全年经调整EBITA为764.16亿元,同比下降56%,利润率从上一财年的17%降至7%。与此同时,季度净利润同比增长96%至235.02亿元,归属于普通股股东净利润254.76亿元,同比增长106%。这主要不是经营利润改善,而是投资收益变化驱动:本季度利息收入和投资净收益达338.23亿元,去年同期为净亏损75.16亿元。换言之,净利润高增更多来自投资按市值计价收益及处置事项的同比变化,非公认会计准则净利润降至8600万元,更能体现当期经营投入对利润的挤压。淘天集团:客户管理收入同口径增长8%,即时零售高增但拖累利润电商仍是阿里最核心的利润来源,但也是本轮投入最密集的板块之一。一季度,淘天集团收入1222.20亿元,同比增长6%。其中,电商业务收入962.92亿元,同比下降1%;客户管理收入730.24亿元,同比增长1%。不过,阿里说明,本季度起更新了部分商家的营销发展计划,部分补贴在会计处理上从销售和市场费用改为客户管理收入冲减项。若剔除这一影响,客户管理收入同口径同比增长8%。这意味着淘宝天猫的广告、佣金等商业化能力仍在改善。全年客户管理收入3438.67亿元,同比增长5%;若剔除新营销发展计划影响,同口径增长7%,主要由Take rate提升带动。即时零售是增长最快的业务之一。一季度,即时零售收入199.88亿元,同比增长57%,主要得益于2025年4月底推出的“淘宝闪购”带动订单量增长;全年即时零售收入785.20亿元,同比增长47%。公司称即时零售单位经济效益继续改善,笔单价环比提升,主要来自订单结构优化,并进一步拓展高笔单价餐饮和非餐品类。但高增长背后是利润承压。一季度,淘天集团经调整EBITA为240.10亿元,同比下降40%;全年经调整EBITA为1075.09亿元,同比下降44%。财报解释,主要由于即时零售、用户体验和科技投入增加,部分被客户管理服务正向贡献抵消。此外,88VIP会员数继续同比双位数增长,超过6200万。对阿里而言,这仍是提升消费频次、交叉销售和会员留存的核心资产。云智能:AI驱动收入加速,盈利同步改善云智能是本季财报最清晰的增长引擎。一季度,云智能集团收入416.26亿元,同比增长38%;外部客户收入同比增长40%,主要由公共云业务增长带动,其中包括AI相关产品采用量提升。AI相关产品收入达89.71亿元,连续第十一个季度实现三位数同比增长。全年云智能收入1581.32亿元,同比增长34%;外部客户收入同比增长33%。在高投入背景下,云业务利润仍保持增长:本季度云智能经调整EBITA为37.96亿元,同比增长57%;全年经调整EBITA为142.65亿元,同比增长35%。这说明云业务在收入扩张和运营效率提升中,仍能消化部分客户增长与技术创新投入。阿里云的战略重点已经从传统云资源销售,转向“AI+云”全栈能力:包括高性能网络、分布式存储、云操作系统、模型训练与推理服务,以及异构芯片集群编排软件。管理层称,要凭借模型、云基础设施和自研专用推理芯片等能力,争夺中国AI云市场主导权。AI:从模型、MaaS到应用,阿里试图打通商业闭环本季度阿里AI叙事进一步从“投入”转向“商业化”。模型层面,公司3月发布Qwen3.6-Plus,强调其在编程、智能体编程、前端网页开发和复杂仓库级任务方面表现突出,原生上下文窗口最高支持100万tokens,并增强多模态感知与推理能力。此外,阿里还在灰度测试世界模型HappyOyster和视频生成模型HappyHorse,扩展多模态模型矩阵。平台层面,阿里推进MaaS战略。百炼平台推出包括Qwen3.6-Plus在内的模型矩阵、企业Token方案以及智能体产品组合。2026年3月,百炼平台客户数量同比增长八倍,反映企业客户对模型服务的需求快速增长。应用层面,阿里将淘宝天猫与千问App打通,并在淘宝App推出千问AI购物助手,覆盖种草、商品发现、售中支持、订单管理和售后服务等链路。商家端则推出企业级AI原生智能体“悟空”,将智能能力嵌入运营流程。芯片层面,平头哥自研AI芯片已实现产业应用,超过10万卡真武PPU部署于阿里云公共云平台,超过30家车企及自动驾驶公司基于该芯片开展智能驾驶研发。阿里试图通过“芯片—云—模型—应用”形成一体化技术栈,提高训练和推理效率。国际业务:亏损大幅收窄,接近盈亏平衡阿里国际数字商业集团本季度收入354.29亿元,同比增长6%;全年收入1441.70亿元,同比增长9%。其中,一季度国际零售商业收入289.17亿元,同比增长5%,主要受速卖通及其他国际业务增长带动,部分被Lazada收入下降抵消;国际批发商业收入65.12亿元,同比增长9%,主要来自跨境业务相关增值服务增长。更值得关注的是亏损显著收窄。本季度国际数字商业集团经调整EBITA亏损1.38亿元,去年同期亏损35.74亿元,同比大幅改善,已接近盈亏平衡;全年亏损20.51亿元,上一财年亏损151.37亿元。改善主要来自速卖通运营效率提升、物流优化和多项业务效率提升。速卖通Choice业务单位经济效益环比继续改善,“Brand+”计划加速品牌接入,本季度“Brand+”季度活跃买家渗透率已超过30%。Alibaba.com则继续推广AI采购助手Accio,并推出面向全球中小企业的智能业务平台Accio Work,试图将AI工具嵌入跨境贸易全流程。费用与现金流:销售投放和云资本开支是主要压力源费用端最显著变化在销售和市场费用。一季度,阿里销售和市场费用534.15亿元,占收入比例21.9%,去年同期为15.3%;全年销售和市场费用2450.23亿元,占收入比例23.9%,去年为14.5%。财报称,主要由于即时零售业务、用户体验以及千问App用户获取投入增加。产品开发费用也在上升。一季度产品开发费用189.57亿元,占收入比例7.8%,去年同期为6.3%;全年产品开发费用665.33亿元,占收入比例6.5%,去年为5.7%,主要与研发人员和技术基础设施投入有关。现金流方面,全年经营活动现金流净额762.13亿元,同比下降53%;自由现金流净流出466.09亿元,去年为净流入738.70亿元。全年资本性支出1260.63亿元,显著高于上一财年的859.72亿元,主要与云业务、电商业务相关设备购置、数据中心建设、物流和直营业态设施有关。截至3月底,已签约但尚未计提的资本性支出承诺为541.36亿元。这意味着,AI和云基础设施建设已经成为阿里现金流的核心变量。短期看,它压低自由现金流和利润率;中长期看,则决定阿里能否在AI云市场形成规模优势。千问等科技投入拉大亏损“所有其他”分部包括盒马、菜鸟、阿里健康、虎鲸文娱、高德、千问C端事业群、灵犀互娱、钉钉等业务。一季度,该分部收入654.59亿元,同比下降21%,主要由于高鑫零售和银泰处置、菜鸟收入下降,部分被盒马和高德增长抵消。全年收入2543.67亿元,同比下降25%。利润端压力更大。本季度该分部经调整EBITA亏损211.60亿元,去年同期亏损34.13亿元;全年亏损357.37亿元,去年亏损94.99亿元。财报明确指出,主要由于科技业务投入增加,包括千问App用户获取投入,部分被其他业务经营改善抵消。这也解释了阿里本季度集团利润的急剧下滑:传统电商仍在贡献利润,云业务盈利改善,国际业务亏损收窄,但千问、即时零售和AI基础设施等新投入正在集中消耗利润与现金流。股东回报:维持年度股息,回购规模相对克制阿里董事会批准派发2026财年年度定期现金股息,每股普通股0.13125美元,或每股美国存托股1.05美元,股息总额约25亿美元,普通股预计于2026年7月6日前后支付,美国存托股预计于7月13日前后支付。回购方面,截至2026年3月31日止年度,公司在纽交所回购约7273万股普通股,总对价约10.46亿美元,相关股份均已注销。从资金安排看,阿里在大规模投入AI、即时零售和云基础设施的同时,仍维持股息和回购,但力度明显需要与自由现金流转负相匹配。截至3月底,公司现金及其他流动投资仍达5208.24亿元,同时债务总额/经调整EBITDA比率由上一财年末的1.14升至2.29,债务总额/资本总额比率为18.86%。这为后续投入提供了空间,也意味着市场将继续关注AI商业化能否尽快覆盖资本开支和获客投入。","news_type":1,"symbols_score_info":{"BABA":2,"BABO":0.6,"09988":2,"BABW":0.6,"BABX":0.6,"KBAB":0.6,"BBYY":0.6,"BABU":0.6}},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547042266162600,"gmtCreate":1774578729048,"gmtModify":1774578731677,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"themes":[],"title":"","htmlText":"可以优先给特斯拉股东配货,持有 10 股特斯拉优先配 1股[笑哭] ","listText":"可以优先给特斯拉股东配货,持有 10 股特斯拉优先配 1股[笑哭] ","text":"可以优先给特斯拉股东配货,持有 10 股特斯拉优先配 1股[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547042266162600","repostId":"2622881515","repostType":4,"repost":{"id":"2622881515","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1774578117,"share":"https://www.laohu8.com/m/news/2622881515?lang=zh_CN&edition=full","pubTime":"2026-03-27 10:21","market":"fut","language":"zh","title":"SpaceX拟将30%IPO份额分配给散户,马斯克打破华尔街惯例","url":"https://stock-news.laohu8.com/highlight/detail?id=2622881515","media":"华尔街见闻","summary":"30%份额是惯常比例的三倍,分析认为SpaceX旨在借助马斯克忠实拥趸稳定上市后股价。SpaceX打破传统承销模式,由马斯克亲自指定美银、摩根士丹利、瑞银、花旗等投行各司其职,覆盖国内外机构与散户市场。","content":"<html><head></head><body><blockquote><p>30%份额是惯常比例的三倍,分析认为SpaceX旨在借助马斯克忠实拥趸稳定上市后股价。SpaceX打破传统承销模式,由马斯克亲自指定美银、摩根士丹利、瑞银、花旗等投行各司其职,覆盖国内外机构与散户市场。</p></blockquote><p style=\"text-align: justify;\">SpaceX正以一套前所未见的IPO方案,重塑华尔街的传统承销逻辑。</p><p style=\"text-align: justify;\">3月26日,<strong>据路透社援引知情人士报道,马斯克正在讨论将SpaceX IPO中多达30%的份额分配给个人投资者,这比例是惯常水平的三倍以上。</strong></p><p style=\"text-align: justify;\"><strong>据报道,此举旨在借助马斯克庞大的忠实拥趸群体稳定股价,防止上市后出现"拉高出货"式的剧烈波动。与此同时,SpaceX正以一种高度定制化的方式分配银行职能,打破各机构广泛竞争投资者的传统模式。</strong></p><p style=\"text-align: justify;\">此次IPO的潜在估值可能高达1.75万亿美元,或将成为史上规模最大的上市交易之一。</p><p style=\"text-align: justify;\">市场人士将散户对此次IPO的需求热度,与二十年前谷歌上市时的盛况相提并论,预计需求将极为旺盛,群体覆盖从长期跟踪SpaceX的富裕家族办公室,到被马斯克个人魅力吸引的中小投资者。</p><h2 id=\"d6c8859b\">散户份额创纪录,忠实股东被视为稳定器</h2><p style=\"text-align: justify;\">根据路透报道,马斯克通过SpaceX首席财务官Bret Johnsen向华尔街传达了这一方案,将最多30%的IPO份额分配给个人投资者。相比之下,公开上市中通常分配给散户的比例仅为5%至10%。</p><p style=\"text-align: justify;\">SpaceX此举背后有明确的市场逻辑:<strong>那些在私募市场长期跟踪该公司的投资者,上市后立即抛售的可能性更低,从而有助于减少股价的剧烈震荡。</strong></p><p style=\"text-align: justify;\"><strong>报道援引知情人士透露,该计划尚未最终确定,仍可能发生变化。</strong></p><p style=\"text-align: justify;\"><strong>科技媒体The Information此前曾报道,个人投资者的获配比例可能超过20%,且各银行将被赋予明确分工。路透此次援引消息称30%为上限目标,进一步印证了这一方向。</strong></p><h2 id=\"d243d5bb\">银行分工精细,马斯克亲自主导承销格局</h2><p style=\"text-align: justify;\">与以往由大型投行广泛竞争、包揽全局的模式不同,SpaceX采取了市场参与者所称的"赛道"结构,将不同银行引导至特定投资者群体和地理区域。</p><p style=\"text-align: justify;\">据报道援引知情人士透露,马斯克亲自钦点不同投行的分工:</p><blockquote><ul style=\"\"><li><p><strong>美国银行</strong>负责国内散户分销,聚焦高净值个人客户及家族办公室;</p></li><li><p><strong>摩根士丹利</strong>则主要通过旗下E*Trade平台服务中小散户;</p></li><li><p><strong>瑞银</strong>负责上述两类投资者的国际市场拓展;</p></li><li><p><strong>花旗</strong>负责协调国际散户及机构投资者的分销工作,并借助具有区域专长的合作银行向海外个人投资者推介股份。</p></li></ul></blockquote><p style=\"text-align: justify;\"><strong>在区域市场方面</strong>,<strong>瑞穗负责日本,巴克莱负责英国,德意志银行负责德国,加拿大皇家银行负责加拿大。</strong></p><p style=\"text-align: justify;\">上述安排的核心逻辑是个人关系与既往合作,而非纯粹的市场竞争,这标志着SpaceX主动掌控了IPO的资本结构和投资者构成。</p><h2 id=\"2e50461e\">马斯克品牌效应驱动散户信心</h2><p style=\"text-align: justify;\">SpaceX的散户策略,建立在马斯克旗下企业长期积累的个人投资者基础之上。</p><p style=\"text-align: justify;\">航空航天与国防领域私募机构Liberty Hall Capital Partners的管理合伙人Rowan Taylor表示:</p><blockquote><p style=\"text-align: justify;\"><strong>这是那种让人觉得一生只有一次、必须参与其中的时刻。</strong></p></blockquote><p style=\"text-align: justify;\"><strong>他将此次IPO的热度类比于谷歌二十年前登陆资本市场,并指出"投资者的热情本身就是对马斯克信心的表达。"</strong></p><p style=\"text-align: justify;\">马斯克此前将特斯拉从小众电动车品牌推向大规模量产,并将星链从一项高成本实验转型为可持续盈利的卫星网络,这一系列经历令众多投资者对其押注新兴技术的判断保持高度信任。</p><p style=\"text-align: justify;\">在火箭发射领域,SpaceX已跻身主导地位,并持续推进马斯克使人类成为跨星球物种的长期愿景。这种将商业成功与宏大叙事相结合的特质,使其在私募市场已积累多年的机构与个人投资者基础,为此次IPO的散户策略提供了天然的土壤。</p><p style=\"text-align: justify;\">SpaceX目前尚未最终确定发行规模及时间表。目前全球最大IPO纪录由沙特阿美保持,其于2019年融资约290亿美元。</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>SpaceX拟将30%IPO份额分配给散户,马斯克打破华尔街惯例</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX拟将30%IPO份额分配给散户,马斯克打破华尔街惯例\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\">2026-03-27 10:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>30%份额是惯常比例的三倍,分析认为SpaceX旨在借助马斯克忠实拥趸稳定上市后股价。SpaceX打破传统承销模式,由马斯克亲自指定美银、摩根士丹利、瑞银、花旗等投行各司其职,覆盖国内外机构与散户市场。</p></blockquote><p style=\"text-align: justify;\">SpaceX正以一套前所未见的IPO方案,重塑华尔街的传统承销逻辑。</p><p style=\"text-align: justify;\">3月26日,<strong>据路透社援引知情人士报道,马斯克正在讨论将SpaceX IPO中多达30%的份额分配给个人投资者,这比例是惯常水平的三倍以上。</strong></p><p style=\"text-align: justify;\"><strong>据报道,此举旨在借助马斯克庞大的忠实拥趸群体稳定股价,防止上市后出现"拉高出货"式的剧烈波动。与此同时,SpaceX正以一种高度定制化的方式分配银行职能,打破各机构广泛竞争投资者的传统模式。</strong></p><p style=\"text-align: justify;\">此次IPO的潜在估值可能高达1.75万亿美元,或将成为史上规模最大的上市交易之一。</p><p style=\"text-align: justify;\">市场人士将散户对此次IPO的需求热度,与二十年前谷歌上市时的盛况相提并论,预计需求将极为旺盛,群体覆盖从长期跟踪SpaceX的富裕家族办公室,到被马斯克个人魅力吸引的中小投资者。</p><h2 id=\"d6c8859b\">散户份额创纪录,忠实股东被视为稳定器</h2><p style=\"text-align: justify;\">根据路透报道,马斯克通过SpaceX首席财务官Bret Johnsen向华尔街传达了这一方案,将最多30%的IPO份额分配给个人投资者。相比之下,公开上市中通常分配给散户的比例仅为5%至10%。</p><p style=\"text-align: justify;\">SpaceX此举背后有明确的市场逻辑:<strong>那些在私募市场长期跟踪该公司的投资者,上市后立即抛售的可能性更低,从而有助于减少股价的剧烈震荡。</strong></p><p style=\"text-align: justify;\"><strong>报道援引知情人士透露,该计划尚未最终确定,仍可能发生变化。</strong></p><p style=\"text-align: justify;\"><strong>科技媒体The Information此前曾报道,个人投资者的获配比例可能超过20%,且各银行将被赋予明确分工。路透此次援引消息称30%为上限目标,进一步印证了这一方向。</strong></p><h2 id=\"d243d5bb\">银行分工精细,马斯克亲自主导承销格局</h2><p style=\"text-align: justify;\">与以往由大型投行广泛竞争、包揽全局的模式不同,SpaceX采取了市场参与者所称的"赛道"结构,将不同银行引导至特定投资者群体和地理区域。</p><p style=\"text-align: justify;\">据报道援引知情人士透露,马斯克亲自钦点不同投行的分工:</p><blockquote><ul style=\"\"><li><p><strong>美国银行</strong>负责国内散户分销,聚焦高净值个人客户及家族办公室;</p></li><li><p><strong>摩根士丹利</strong>则主要通过旗下E*Trade平台服务中小散户;</p></li><li><p><strong>瑞银</strong>负责上述两类投资者的国际市场拓展;</p></li><li><p><strong>花旗</strong>负责协调国际散户及机构投资者的分销工作,并借助具有区域专长的合作银行向海外个人投资者推介股份。</p></li></ul></blockquote><p style=\"text-align: justify;\"><strong>在区域市场方面</strong>,<strong>瑞穗负责日本,巴克莱负责英国,德意志银行负责德国,加拿大皇家银行负责加拿大。</strong></p><p style=\"text-align: justify;\">上述安排的核心逻辑是个人关系与既往合作,而非纯粹的市场竞争,这标志着SpaceX主动掌控了IPO的资本结构和投资者构成。</p><h2 id=\"2e50461e\">马斯克品牌效应驱动散户信心</h2><p style=\"text-align: justify;\">SpaceX的散户策略,建立在马斯克旗下企业长期积累的个人投资者基础之上。</p><p style=\"text-align: justify;\">航空航天与国防领域私募机构Liberty Hall Capital Partners的管理合伙人Rowan Taylor表示:</p><blockquote><p style=\"text-align: justify;\"><strong>这是那种让人觉得一生只有一次、必须参与其中的时刻。</strong></p></blockquote><p style=\"text-align: justify;\"><strong>他将此次IPO的热度类比于谷歌二十年前登陆资本市场,并指出"投资者的热情本身就是对马斯克信心的表达。"</strong></p><p style=\"text-align: justify;\">马斯克此前将特斯拉从小众电动车品牌推向大规模量产,并将星链从一项高成本实验转型为可持续盈利的卫星网络,这一系列经历令众多投资者对其押注新兴技术的判断保持高度信任。</p><p style=\"text-align: justify;\">在火箭发射领域,SpaceX已跻身主导地位,并持续推进马斯克使人类成为跨星球物种的长期愿景。这种将商业成功与宏大叙事相结合的特质,使其在私募市场已积累多年的机构与个人投资者基础,为此次IPO的散户策略提供了天然的土壤。</p><p style=\"text-align: justify;\">SpaceX目前尚未最终确定发行规模及时间表。目前全球最大IPO纪录由沙特阿美保持,其于2019年融资约290亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37a92dcaf28f64e8cb7016e217314e1f","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 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Information此前曾报道,个人投资者的获配比例可能超过20%,且各银行将被赋予明确分工。路透此次援引消息称30%为上限目标,进一步印证了这一方向。银行分工精细,马斯克亲自主导承销格局与以往由大型投行广泛竞争、包揽全局的模式不同,SpaceX采取了市场参与者所称的\"赛道\"结构,将不同银行引导至特定投资者群体和地理区域。据报道援引知情人士透露,马斯克亲自钦点不同投行的分工:美国银行负责国内散户分销,聚焦高净值个人客户及家族办公室;摩根士丹利则主要通过旗下E*Trade平台服务中小散户;瑞银负责上述两类投资者的国际市场拓展;花旗负责协调国际散户及机构投资者的分销工作,并借助具有区域专长的合作银行向海外个人投资者推介股份。在区域市场方面,瑞穗负责日本,巴克莱负责英国,德意志银行负责德国,加拿大皇家银行负责加拿大。上述安排的核心逻辑是个人关系与既往合作,而非纯粹的市场竞争,这标志着SpaceX主动掌控了IPO的资本结构和投资者构成。马斯克品牌效应驱动散户信心SpaceX的散户策略,建立在马斯克旗下企业长期积累的个人投资者基础之上。航空航天与国防领域私募机构Liberty Hall Capital Partners的管理合伙人Rowan Taylor表示:这是那种让人觉得一生只有一次、必须参与其中的时刻。他将此次IPO的热度类比于谷歌二十年前登陆资本市场,并指出\"投资者的热情本身就是对马斯克信心的表达。\"马斯克此前将特斯拉从小众电动车品牌推向大规模量产,并将星链从一项高成本实验转型为可持续盈利的卫星网络,这一系列经历令众多投资者对其押注新兴技术的判断保持高度信任。在火箭发射领域,SpaceX已跻身主导地位,并持续推进马斯克使人类成为跨星球物种的长期愿景。这种将商业成功与宏大叙事相结合的特质,使其在私募市场已积累多年的机构与个人投资者基础,为此次IPO的散户策略提供了天然的土壤。SpaceX目前尚未最终确定发行规模及时间表。目前全球最大IPO纪录由沙特阿美保持,其于2019年融资约290亿美元。","news_type":1,"symbols_score_info":{"TSDD":0.6,"TSII":0.6,"TSLY":0.6,"CRSH":0.6,"TSLA":1.62,"TSLR":0.6,"TSLO":0.6,"SPCE":1.57,"TSLG":0.6,"TEST":0.6,"TSLL":0.6,"TSLT":0.6,"07766":0.6,"TSLI":0.6,"UFO":0.6,"TSYY":0.6,"VALE":1.51,"TSLS":0.6,"TSLW":0.6,"TESL":0.6,"TSLP":0.6,"TSL":0.6,"DXYZ":1.54,"TSLQ":0.6,"TSLZ":0.6,"TLA":0.6}},"isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510135888748824,"gmtCreate":1765557747030,"gmtModify":1765557749312,"author":{"id":"3535664106674633","authorId":"3535664106674633","name":"呆蹦蹦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535664106674633","authorIdStr":"3535664106674633"},"themes":[],"title":"","htmlText":"OpenAI有这么多钱吗?","listText":"OpenAI有这么多钱吗?","text":"OpenAI有这么多钱吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510135888748824","repostId":"1179981664","repostType":4,"repost":{"id":"1179981664","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":1765556391,"share":"https://www.laohu8.com/m/news/1179981664?lang=zh_CN&edition=full","pubTime":"2025-12-13 00:19","market":"us","language":"zh","title":"市场消息:甲骨文为OpenAI建设的数据中心推迟到了2028年","url":"https://stock-news.laohu8.com/highlight/detail?id=1179981664","media":"老虎资讯综合","summary":"此次延迟主要归因于劳动力和材料短缺。","content":"<html><head></head><body><p>市场消息:<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 为OpenAI建设的数据中心从2027年推迟到了2028年,此次延迟主要归因于劳动力和材料短缺。</p><p>甲骨文盘中“跳水”跌6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78265fa4785df6520c24d59e304de780\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>市场消息:甲骨文为OpenAI建设的数据中心推迟到了2028年</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市场消息:甲骨文为OpenAI建设的数据中心推迟到了2028年\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\">2025-12-13 00:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>市场消息:<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 为OpenAI建设的数据中心从2027年推迟到了2028年,此次延迟主要归因于劳动力和材料短缺。</p><p>甲骨文盘中“跳水”跌6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78265fa4785df6520c24d59e304de780\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a763433a3b9770e33abe759e6bf88d9","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179981664","content_text":"市场消息:甲骨文 为OpenAI建设的数据中心从2027年推迟到了2028年,此次延迟主要归因于劳动力和材料短缺。甲骨文盘中“跳水”跌6%。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}