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金十数据全球财经早餐 | 2025年11月19日
Jin Shi Shu Ju· 2025-11-18 23:10
美国新一批数据发布时间敲定 今日优选 特朗普暗示美联储主席人选已定 男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 日本央行行长暗示加息路径未变 中方对中日磋商结果表示不满意 港股连跌两日累挫688点后今早仍在继续寻底,恒指低开212点报26172点,进一步失守失守20日及50日线。午后跌势加剧,跌幅扩大至逾500点,恒指跌516 点报25867点,临近尾盘跌势小幅收窄。截至收盘,恒指收跌1.72%,科指收跌1.93%,恒指大市成交额2421.1亿元。盘面上,半导体、线上零售商、服装股 涨幅居前;钢铁、煤炭、锂电池等资源股回调,新消费概念股大幅下挫,黄金、电力设备股等持续下跌。个股方面,小鹏汽车(09868.HK)跌近10.5%,中国 宏桥(01378.HK)跌近6%,紫金矿业(02899.HK)、联想集团(00992.HK)均跌超4%;华虹半导体(01347.HK)涨近3.5%,携程集团(09961.HK)涨超1.6%,中芯国 际(00981.HK)涨1.4%。 A股三大指数全天震荡调整,三大指数低开低走,沪指、深成 ...
百度三季度AI收入增超50% 拼多多“千亿扶持”继续反哺产业
Zheng Quan Shi Bao· 2025-11-18 22:25
9月底,拼多多发布了《新质供给一周年发展报告》。报告显示,平台产业带商家数量快速增长,95后 商家数量同比增长31%,00后商家数量同比增长44%,优质产品SKU数量同比增长超五成,产业带的品 牌店铺也实现大幅增长,各大产业带正在逐步迈向高质量发展。 百度第三季度财报显示,公司第三季度总营收312亿元,同比减少7%;归属公司净亏损112.32亿元,上 年同期净利润为76.32亿元。 11月18日,拼多多、百度亮出三季度"成绩单"。 结合近期京东、腾讯等巨头发布的业绩来看,不少公司均取得了亮眼的成绩,尤其是在AI不断发展的 当下,巨头们均在实现各自突围与寻求新的增长曲线。 拼多多第三季度财报显示,公司单季度营收1083亿元,同比增长9%;经调整净利润313.82亿元,同比 增长14%。不过,拼多多经营利润同比仅取得低个位数增长,营收和利润已经连续多个季度增速放缓。 据介绍,今年以来,拼多多首次在电商行业启动"千亿级别"的惠商战略。截至目前,"千亿扶持"已经持 续投入两个季度,一定程度上影响了过去两个季度的业绩表现,也为商家及产业的健康发展创造了长期 价值。 "第三季度,我们全方位展示了AI为业务带来的变革性价值 ...
PDD Stock Slides After Temu Parent Posts Mixed Q3 Results
Investors· 2025-11-18 22:22
BREAKING: Nvidia Drives Futures Higher Temu parent company PDD Holdings (PDD) posted third-quarter revenue slightly below estimates, as the Chinese e-commerce company said it is facing stepped up competition. U.S.-listed PDD stock s trading despite posting earnings that beat Wall Street forecast. PDD said in a news release early Tuesday that it earned an adjusted 21.08 yuan per American depositary share for the September-ended quarter,… Related news Get instant access to exclusive stock lists, expert market ...
美股科技股遭抛售,英伟达跌近3%!黄金反弹;谷歌最强大AI模型来了;ChatGPT、X一度瘫痪;机器人视频被质疑,优必选回应丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-11-18 22:07
每经编辑|陈鹏程 王晓波 0国务院台湾事务办公室将于11月19日举行新闻 发布会 2 欧元区10月核心调和CPI公布 (3)美国8月贸易帐数据公布 4 2025数据存储产业大会将于11月19日在广州 举行 5 英伟达公司将于当地时间11月19日美股盘后公 布季度业绩 1 隔夜市场 美股三大指数集体收跌,道琼斯指数跌1.07%,标普500指数跌0.83%,纳斯达克综合指数跌1.21%;大型科技股多数下挫,亚马逊、AMD跌超4%,微软、 英伟达跌近3%,特斯拉跌超1%。中概股涨跌互现,纳斯达克中国金龙指数涨0.42%,爱奇艺涨超6%,百度涨超2%,阿里巴巴、网易涨超1%;拼多多跌超 7%并创5月27日以来最大跌幅,老虎证券跌超2%,蔚来跌超1%。 现货黄金涨0.52%,报4066.11美元/盎司;COMEX黄金期货跌0.22%,报4065.6美元/盎司。 美油主力合约涨1.29%,报60.63美元/桶;布伦特原油主力合约涨1%,报64.84美元/桶。 欧洲三大股指收盘全线下跌,德国DAX指数跌1.85%报23153.92点,法国CAC40指数跌1.86%报7967.93点,英国富时100指数跌1.27%报9552 ...
热门中概股收盘涨跌不一 拼多多跌超7%
Xin Lang Cai Jing· 2025-11-18 21:45
来源:滚动播报 周二热门中概股收盘涨跌不一,纳斯达克中国金龙指数涨0.42%。爱奇艺涨超6%,百度、虎牙、金山云 涨超2%,阿里巴巴、网易涨超1%;拼多多收跌7.33%,创5月27日以来最大跌幅,老虎证券跌超2%, 蔚来跌超1%,理想汽车、京东小幅收跌。 ...
估值优势与AI前景驱动 外资巨头三季度加仓中国资产
Shang Hai Zheng Quan Bao· 2025-11-18 18:42
美国13F文件显示,今年三季度,资管巨头对中国海外互联网ETF进行了大手笔加仓。截至今年三季度 末,美国银行、瑞银集团、摩根士丹利以及顶级对冲基金千禧管理对中国海外互联网ETF分别持有3024 万股、1963万股、889万股和741万股,持股数量较二季度末环比大增215.89%、35.29%、24.76%和 307.44%。 截至三季度末,索罗斯基金管理公司持有240万股中国海外互联网ETF,较二季度末的29万股增长超过 700%。值得一提的是,对冲基金行业资深领袖鲍比·简恩(Bobby Jain)创立的多策略对冲基金简恩全 球有限责任公司(Jain Glolal LLC)三季度对中国海外互联网ETF大手笔增持超过850%。此外,对冲基 金大佬大卫·泰伯旗下的Appaloosa三季度对中国海外互联网ETF增持85%。 富途数据显示,中国海外互联网ETF前两大重仓股分别为腾讯控股和阿里巴巴,二者在组合中占比均超 过10%。今年三季度,中国海外互联网ETF的规模由上半年末的63.73亿美元快速攀升至97.93亿美元。 ◎记者 王彭 除了中国海外互联网ETF,中概股龙头阿里巴巴也获得多家外资巨头显著增持。据统计,今 ...
Volkswagen has secured chip supply for now, brand boss says
Reuters· 2025-11-18 18:18
Core Insights - Volkswagen has successfully secured sufficient semiconductor chips for its production needs, contrasting with other automotive companies that continue to face supply shortages due to trade disruptions [1] Company Summary - The head of Volkswagen's VW brand confirmed the availability of chips, indicating a positive outlook for the company's production capabilities [1] Industry Summary - Other automotive firms are still struggling with supply shortages, highlighting ongoing challenges within the industry related to semiconductor availability and trade issues [1]
百度三季度AI收入增超50%拼多多“千亿扶持”继续反哺产业
Zheng Quan Shi Bao· 2025-11-18 18:13
Group 1: Pinduoduo Performance - Pinduoduo reported Q3 revenue of 108.3 billion yuan, a year-on-year increase of 9%, and adjusted net profit of 31.382 billion yuan, up 14% year-on-year [2] - Operating profit growth for Pinduoduo was in the low single digits year-on-year, indicating a slowdown in revenue and profit growth over multiple quarters [2] - The company initiated a "trillion-level" support strategy in the e-commerce sector this year, which has impacted performance but aims to create long-term value for merchants and the industry [2] Group 2: Pinduoduo Merchant Growth - As of September, Pinduoduo's report indicated a rapid increase in the number of merchants in industrial belts, with a 31% year-on-year growth in merchants born after 1995 and a 44% increase for those born after 2000 [2] - The number of quality product SKUs increased by over 50%, and brand stores in industrial belts saw significant growth, indicating a shift towards high-quality development [2] Group 3: Baidu Performance - Baidu's Q3 total revenue was 31.2 billion yuan, a year-on-year decrease of 7%, with a net loss of 11.232 billion yuan compared to a net profit of 7.632 billion yuan in the same period last year [2] - For the first time, Baidu disclosed AI business revenue, showing a year-on-year growth of over 50%, with AI cloud revenue increasing by 33% [3][4] Group 4: Baidu AI Business Growth - AI application revenue reached 2.6 billion yuan, while AI native marketing service revenue surged by 262% to 2.8 billion yuan [3] - Baidu's AI cloud maintained robust growth, with subscription revenue for high-performance computing infrastructure increasing by 128% year-on-year [4] - Baidu's AI public cloud service has been recognized as the market leader in China for six consecutive years, reflecting its strong position in the AI sector [4]
全文|拼多多Q3业绩会实录:千亿扶持等惠及供需两侧的战略项目将进一步增多
Xin Lang Ke Ji· 2025-11-18 16:02
Core Insights - Pinduoduo reported Q3 2025 total revenue of 108.2765 billion yuan, a year-on-year increase of 9% [1] - Net profit attributable to ordinary shareholders was 29.3282 billion yuan, up 17% year-on-year; non-GAAP net profit was 31.3817 billion yuan, a 14% increase [1] Financial Performance - Total revenue for Q3 2025 reached 108.2765 billion yuan, reflecting a 9% growth compared to the previous year [1] - Net profit attributable to ordinary shareholders was 29.3282 billion yuan, marking a 17% increase year-on-year [1] - Non-GAAP net profit was reported at 31.3817 billion yuan, which is a 14% increase from the same period last year [1] Industry Trends - The online retail market is showing signs of recovery, with the industry year-on-year growth rate reaching its highest level in recent quarters [2] - The competition in the e-commerce sector is intensifying, with many players investing heavily in new business models [3][10] Strategic Initiatives - The company has launched the "100 Billion Support" initiative to enhance platform ecology and support merchants, aiming for high-quality development [3][4] - A merchant rights protection committee has been established to improve communication with merchants and enhance the after-sales service system [3] - The company is committed to long-term investments that may impact short-term revenue and profit sustainability [5][10] Globalization and Compliance - The company has been developing its global business for over three years, focusing on integrating into local markets and complying with regulations [6][7] - Significant resources are being allocated to ensure product compliance and enhance consumer safety on the platform [7] Future Outlook - The management anticipates fluctuations in financial performance in the coming quarters due to ongoing investments and competitive pressures [4][10] - The company aims to maintain a long-term perspective, prioritizing sustainable growth over short-term profits [10][11]
拼多多,最新财报发布!
Zheng Quan Shi Bao· 2025-11-18 15:56
Core Insights - Pinduoduo reported Q3 2025 revenue of 108.3 billion yuan, a 9% year-on-year increase, and adjusted net profit of 31.38 billion yuan, up 14% year-on-year [2] - The company continues to invest heavily in its "100 billion support" initiative, which may impact future performance [2] - The international environment is becoming increasingly complex, presenting challenges and uncertainties for the company [2] Financial Performance - Q3 revenue reached 108.3 billion yuan, reflecting a 9% increase compared to the same period last year [2] - Adjusted net profit for the quarter was 31.38 billion yuan, marking a 14% year-on-year growth [2] Strategic Initiatives - The "100 billion support" initiative is aimed at enhancing ecosystem development and providing financial relief to merchants [2][4] - Pinduoduo's agricultural initiatives have led to a 47% increase in agricultural product sales in the first half of the year [4] - The company has allocated 10 billion yuan in subsidies and 20 billion yuan in traffic resources to support agricultural products during the harvest season [4] Industry Impact - Pinduoduo's support for agricultural e-commerce is driving significant growth in the number of agricultural merchants, particularly among younger generations [4][5] - The company is actively promoting the transformation of traditional industries through its "new quality supply" initiative, which has led to the emergence of new brands and products [7][8] - The platform's efforts have resulted in a 31% increase in the number of "95 post-90s" merchants and a 44% increase in "00 post-00s" merchants [8]