| XNET 迅雷 | | | | --- | --- | --- | | 5.050↑+0.570 +12.72% | | 收盘价 08/14 15:59 美东 | | 5.400↑ 0.350 +6.93% | | 盘前价 08/15 04:28 美东 | | 三 分 24 S 9 目 ♥ 白选 | | ● 快捷交易 | | 最高价 5.580 | 开盘价 4.870 | 成交量 198.59万 | | 最低价 4.720 | 昨收价 4.480 | 成交额 1038.91万 | | 平均价 5.231 | 市盈率TM 0.44 | 总市值 3.16亿 (…) | | 振 幅 19.20% | 市盈率(静) 265.79 | 总股本 6255.87万 | | 换手率 7.30% | 市净率 0.302 | 流通值 1.37亿 | | 52周最高 7.186 | 委 比 81.82% | 流通股 2719.05万 | | 52周最低 1.510 | 量 比 8.66 | 色 主 1股 | | 历史最高 27,000 | 股息TTM -- | | | 历史最低 0.845 | 股息率TM -- | | 昨日大 ...

昨夜今晨，美股市场冲击新高的势头撞上现实——关税引发的美国通胀浪潮终于冒头了。美股三大指数全天陷入挣扎，最终几乎全部平收。 截至收盘，标准普尔500指数涨0.03%，报6468.54点；纳斯达克综合指数跌0.01%，报21710.67点；道琼斯工业平均指数跌0.02%，报44911.26点。理论上标普 500指数再度刷新了"收盘历史新高"，但今天显然不是那种欢快的场景。 （标普500指数日线图，来源：TradingView） 作为背景，美国7月工业生产者出厂价格指数环比暴增0.9%，创2022年6月通胀见顶以来的最大涨幅，市场的事前预期只有0.2%。同比增速也达到3.3%，比 预期值2.5%高了一大截。 Oxford Economics的经济学家马修·马丁表示，PPI报告很可能预示着未来美国消费者将面临的情况。 这也令昨日还在畅想美联储提速降息的市场泄了气。昨日充分预测9月100%降息的交易员们，目前又将降息25个基点的概率回退至92%。 热门股表现 科技巨头整体走势低迷，不过也为稳住大盘贡献了力量。截至收盘，苹果跌0.24%、微软涨0.36%、开打"外卖大战"的亚马逊涨2.86%、英伟达涨0.24%、谷 歌 ...

Group 1 - The US stock market indices opened lower on August 14, with the Nasdaq China Golden Dragon Index dropping over 2% at one point, indicating weak performance of Chinese concept stocks [1] - In the Asian trading session on the same day, A-shares and Hong Kong stocks experienced adjustments after initial gains, with the Shanghai Composite Index down 0.46%, Shenzhen Component Index down 0.87%, Hang Seng Index down 0.37%, and Hang Seng Tech Index down 0.97% [3] Group 2 - NetEase's stock initially dropped over 9% but later narrowed its losses to under 2% after the company released its Q2 2025 financial report, showing net revenue of 27.9 billion yuan, a year-on-year increase of 9.4%, and net profit attributable to shareholders of 8.6 billion yuan [5][6] - JD.com reported a Q2 revenue of 356.7 billion yuan (approximately 49.8 billion USD), a year-on-year growth of 22.4%, exceeding market expectations and marking the highest growth rate in nearly three years [7][9] - Other popular Chinese concept stocks like XPeng Motors, Li Auto, and NIO fell over 4%, while companies like Kingsoft Cloud, Niu Technologies, and EHang dropped over 2% [9] - Xunlei saw a significant increase of over 20% after reporting Q2 revenue of 10.4 million USD, a year-on-year growth of 30.6%, with net profit of 8.3 million USD, up from 3.2 million USD in the same period last year [9] - Weibo's stock rose nearly 10% after reporting Q2 net revenue of approximately 445 million USD, a year-on-year increase of 1.6%, and adjusted earnings per share of 0.54 USD [11]

中概股调整。 迅雷大涨超20%。公司发布的第二季度未经审计财报显示，本季度迅雷总营收为1.04亿美元，同比增长 30.6%。基于非美国通用会计准则（Non-GAAP），本季度净利润为830万美元，去年同期净利润为320万美 元。净利润的增长主要是迅雷对影石创新公司长期投资的公允价值的变动，该公司已于2025年6月完成IPO。 当地时间8月14日，美股三大指数集体低开，随后窄幅震荡。 中概股表现较弱，纳斯达克中国金龙指数盘中一 度跌超2%。 8月14日亚洲交易时段，A股、港股均在冲高后出现调整，截至当天收盘，沪指跌0.46%，深证成指跌0.87%， 恒生指数跌0.37%，恒生科技指数跌0.97%。 具体中概股方面，网易盘初一度跌超9%，随后跌幅显著收窄，截至发稿，跌幅不足2%。 消息面上，网易当天发布了2025年第二季度财报。财报显示，网易二季度净收入279亿元，同比增长9.4%， 预估284亿元；归属于公司股东净利润为86亿元，经调整归属于公司股东净利润为95亿元。游戏及相关增值服 务净收入228亿元，上一季度和去年同期分别为240亿元和201亿元。 京东集团盘前一度涨超3%，盘初小幅冲高后转跌，截至发稿跌超 ...

8月14日，迅雷(XNET)盘中上涨10.27%，截至21:36，报4.94美元/股，成交96.01万美元，总市值3.08亿 美元。 8月12日，迅雷将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间，实际 披露日期以公司公告为准）。 资料显示，迅雷公司是一家境外注册的离岸公司,公司通过境内子公司:深圳市迅雷网络技术有限公司运 营。深圳市迅雷网络技术有限公司于2003年在深圳成立,以领先的云加速技术和系列产品为用户提供基 于大容量娱乐数据传输的云计算服务,帮助用户在多终端上快速获得数字内容,从而推进大互联网时代的 数据传输加速。 本文源自：金融界 作者：行情君 财务数据显示，截至2025年03月31日，迅雷收入总额8845.4万美元，同比增长10.6%；归母净利润-80.0 万美元，同比减少121.98%。 大事提醒： ...

Financial Data and Key Metrics Changes - In Q2 2025, total revenues reached $104 million, reflecting a year-over-year increase of 30.6 [12][18] - Net income surged to $727.4 million compared to $2.5 million in Q2 2024, primarily due to increased other income [18] - Non-GAAP net income was $8.3 million, up from $3.2 million in the same period last year [19] Business Line Data and Key Metrics Changes - Subscription business revenue was $36.4 million, a 10.5% increase year-over-year, with subscribers reaching 6.4 million [7][13] - Live streaming and other services generated $37.6 million, marking an 85.5% year-over-year growth, driven by overseas expansion and advertising revenue from the acquisition of Hupu [8][14] - Cloud computing revenue increased to $30 million, a 13.6% rise year-over-year, attributed to recovering demand from major clients [9][14] Market Data and Key Metrics Changes - The acquisition of Hupu contributed approximately $3.2 million to total revenues in June 2025, with expectations for further contributions in upcoming quarters [24] - The overseas live streaming business alone experienced a growth rate of about 80.3% when excluding Hupu's contribution [24] Company Strategy and Development Direction - The successful acquisition of Hupu is expected to enhance community-driven content and advertising strategies, creating new growth opportunities [6][9] - The company aims to deepen its presence in international markets and improve user engagement through continuous feature enhancements [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the financial flexibility gained from the IPO of Arashi Vision Inc, which will support core business strengthening and investments in high-growth markets [10][11] - The company anticipates total revenues for 2025 to be between $116 million and $124 million, indicating a quarter-over-quarter increase of approximately 15.4% [21] Other Important Information - Research and development expenses were $18.4 million, representing 17.7% of total revenues, while sales and marketing expenses increased significantly to $21.6 million [15][16] - The company has authorized a stock repurchase plan of up to $20 million, with $6.5 million spent on buybacks as of June 2025 [20] Q&A Session Summary Question: Breakdown of live streaming and other services - The live streaming and other services revenue was $37.6 million, with Hupu contributing about $3.2 million in June, leading to an 80.3% growth rate for overseas live streaming when excluding Hupu [24] Question: Performance of main business segments - The subscription business is profitable, while live streaming and cloud computing are still in the growth stage and currently losing money [28][29]

财报展示，二季度迅雷会员服务营收3640万美元，同比增长10.5%，增长主要是由于会员数量的增长以 及每会员平均营收的增长。截至2025年6月30日，迅雷会员用户数约640万，二季度每会员平均营收40.8 元。 直播和其他服务营收3760万美元，同比增长85.5%，主要得益于海外语音直播业务的发展，以及收购虎 扑后广告业务的增长。云计算服务营收3000万美元，同比增长13.6%，主要归因于主要客户对云计算服 务需求的增加。 来源：滚动播报 （来源：北京商报） 北京商报讯(记者 魏蔚)8月14日，迅雷发布的2025年二季度财报显示，总营收1.04亿美元，同比增长 30.6%,基于非美国通用会计准则下的净利润830万美元，去年同期净利润为320万美元。净利润的增长主 要是迅雷对影石创新公司长期投资的公允价值的变动，该公司已于 2025 年 6 月完成IPO。 ...

Market Overview - US stock index futures are all up, with Dow futures rising by 0.06%, S&P 500 futures by 0.04%, and Nasdaq futures by 0.05% [1] - European indices also show positive movement, with Germany's DAX up by 0.68%, UK's FTSE 100 up by 0.07%, France's CAC40 up by 0.62%, and the Euro Stoxx 50 up by 0.64% [2][3] Commodity Prices - WTI crude oil increased by 0.49%, reaching $62.96 per barrel, while Brent crude oil rose by 0.47% to $65.94 per barrel [3][4] Federal Reserve Insights - Federal Reserve's Daly indicated that there seems to be no necessity for a significant rate cut next month, opposing a 50 basis points cut at the September meeting [5] - Goldman Sachs predicts the Federal Reserve will cut rates three times this year, each by 25 basis points, and two more times in 2026, bringing rates down to a range of 3% to 3.25% [8] Company Earnings Reports - Xunlei (XNET.US) reported Q2 revenue of $104 million, a 30.6% year-over-year increase, with Non-GAAP net profit rising to $8.3 million [9] - Vipshop (VIPS.US) saw Q2 revenue decline by 4.09% to 25.8 billion RMB, while GMV grew by 1.7% [10] - NetEase Youdao (DAO.US) achieved Q2 net revenue of 1.42 billion RMB, a 7.2% increase, and reported a historic high in operating profit [11] - Sunlands Technology (STG.US) reported Q2 revenue growth of 9.5% to 539 million RMB, with net profit increasing by 54% [12] - Cisco (CSCO.US) exceeded expectations with Q4 revenue growth of 7.6%, reaching $14.7 billion, and adjusted gross margin of 68.4% [13] Industry Trends - Tesla (TSLA.US) experienced a 24% increase in sales in Norway, contrasting with a significant decline in other European markets [14] - Apple (AAPL.US) is focusing on AI with ambitious new products, including a desktop robot and smart home security cameras, aiming for a strategic revival in the AI sector [15]

基于通用会计准则（GAAP）净利润为7.274亿美元（现汇率约合52.22亿元人民币）；基于非通用会计 准则（Non-GAAP），净利润为830万美元（现汇率约合5958.7万元人民币）。 截至2025年6月30日，会员用户数约为640万，而去年同期为571万。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 凤凰网科技讯 8月14日，迅雷发布了截至2025年6月30日的第二季度未经审计财报。据财报显示，本季 度迅雷总营收为1.04亿美元（现汇率约合7.47亿元人民币），同比增长 30.6%。 总营收为1.04亿美元（现汇率约合7.47亿元人民币），同比增长30.6%。其中：会员服务营收为3640万 美元（现汇率约合2.61亿元人民币），同比增长10.5%；直播和其他服务营收为3760万美元（现汇率约 合2.7亿元人民币），同比增长85.5%；云计算服务营收为3000万美元（现汇率约合2.15亿元人民币） ...

Core Viewpoint - Xunlei (XNET.US) reported significant financial growth in Q2 2025, with a revenue increase of 30.6% year-over-year, marking a pivotal milestone in the company's development [1] Financial Performance - Revenue reached $104 million, up from the previous year's $79.8 million [1] - Net profit surged to $727.4 million compared to $2.5 million in the same quarter last year [1] - Non-GAAP net profit was $8.3 million, an increase from $3.2 million year-over-year [1] - Earnings per ADS were $0.13, up from $0.05 in the prior year [1] Business Segmentation - Cloud computing revenue was $30 million, reflecting a 13.6% year-over-year growth [1] - Subscription business revenue amounted to $36.4 million, a 10.5% increase [1] - Live streaming and other internet value-added services generated $37.6 million, showing an impressive growth of 85.5% [1] Strategic Achievements - The CEO highlighted the successful acquisition of Hupu and the IPO of a portfolio company as key strategic milestones [1] - The investment in Yingstone Innovation resulted in $720 million of unrealized pre-tax gains, reinforcing operational efficiency and growth opportunities [1] Future Outlook - For Q3 2025, the company projects revenue between $116 million and $124 million, indicating a potential quarter-over-quarter growth of approximately 15.4% [1]