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在线教育
726.01
-4.1255
-0.56%
涨家数:
3
跌家数:
4
平家数:
- -
市盈率:
- -
高:
729.48
开:
729.22
低:
723.22
收:
730.14
成交量:
671.45万
成交额:
1.06亿
市值:
256.55亿
流通市值:
164.45亿
数据加载中...
总览
新闻
周观点 | DeepSeek线上模型版本升级至 V3.1,快手发布业绩派发股息【华安海外科技&传媒】
摩尔盛宴
·
08/25
没有董宇辉,老俞想做“线上山姆”,却被做空盯上?
首席商业评论
·
08/25
【银河传媒互联网岳铮】公司点评丨哔哩哔哩 (9626.HK):游戏、广告业务持续增长,社区商业化进程加速
中国银河证券研究
·
08/25
B站Q2扭亏为盈,净利创新高,下半年游戏收入指引不及预期,股价大跌6%
Ofweek光电信息网
·
08/25
社会服务行业双周报:中报业绩密集披露 豆神、粉笔、有道等迭代AI教育新品
国信证券
·
08/25
东方甄选大主播接连“出走”,俞敏洪也要下场直播了
时代财经
·
08/24
罗永浩,又缺钱了
鞭牛士
·
08/24
批发和零售贸易行业研究:降息或带动金价走强,黄金珠宝高景气持续
国金证券
·
08/24
陈睿“交班”,离开在B站业绩最好的时刻
DoNews
·
08/24
B站要变成AI站
硅星人
·
08/24
【一周连连看】小猿学练机引进海尼曼FPC,有道、阿尔法蛋推AI硬件新品
多知网
·
08/24
B站业绩提升,UP主们赚到钱了吗?
财经早餐
·
08/24
董宇辉出走后GMV缩水近四成 自营产品能否破解东方甄选的增长焦虑?
每日经济新闻
·
08/23
哔哩哔哩(纪要):重申 15~20% 的长期经营利润率目标
海豚投研
·
08/23
大主播接连“出走”,俞敏洪也要下场直播了!东方甄选全年GMV跌至87亿
时代周报
·
08/23
1小时蒸发197亿,东方甄选紧急报警!
财经三分钟
·
08/23
俞敏洪回应孙东旭离职:休假时间会很长,但不是离职
鞭牛士
·
08/23
未来不止于教育!网易有道错位竞争押注答题笔,杀入短剧翻译新战场
华夏时报
·
08/23
B站依旧“年轻”,但外界压力不可忽视
钛媒体APP
·
08/23
B站学会闷声赚钱了
虎嗅网
·
08/23
更多
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12:03","pubTimestamp":1756094582,"startTime":"0","endTime":"0","summary":"先是有传言称,新东方集团CEO、俞敏洪的长期搭档周成刚因关联交易被查。消息传出后,俞敏洪第一时间公开怒斥这是“彻底的谣言”,并明确宣布已报警处理。没了董宇辉,老俞想做“线上山姆”尽管自营品取得了显著进展,但东方甄选的前景仍不算平坦,最直接的问题就是董宇辉这样的明星主播带来的现象级流量难以复制。有评论认为,未来东方甄选想通过自营产品打造属于自己的“线上山姆”,想通过自营供应链和产品来打造护城河。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825123227a6f98b87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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(9626.HK):游戏、广告业务持续增长,社区商业化进程加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2562291256","media":"中国银河证券研究","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2562291256?lang=zh_cn&edition=fundamental","pubTime":"2025-08-25 09:52","pubTimestamp":1756086744,"startTime":"0","endTime":"0","summary":"公司2025年第二季度单季度毛利率36.5%,单季毛利率实现连续十二个季度环比增长。投资建议公司在游戏和广告业务的双轮驱动下,营收端保持可观增长速度,同时毛利率不断提升,连续四个单季经调整归母净利润为正,费用端长线预期保持平稳,长期盈利水平持续向好。考虑到游戏业务长线运营和广告业务对增长的持续贡献,叠加成本端增长的节制,预计后续毛利率和调整后净利率仍有增长空间。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825104823a49ca11f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825104823a49ca11f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4077","BK4510","BK4513","BK4577","BK4503","BK4588","BK4526","BK4566","BK4504","BK4509","BK4548","BK4554","BK4085","BK4563","BK4505","BILI","BK4585","BK4531"],"gpt_icon":1},{"id":"2562296063","title":"B站Q2扭亏为盈,净利创新高,下半年游戏收入指引不及预期,股价大跌6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2562296063","media":"Ofweek光电信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2562296063?lang=zh_cn&edition=fundamental","pubTime":"2025-08-25 09:25","pubTimestamp":1756085100,"startTime":"0","endTime":"0","summary":"本季度,B站用户日均使用时长105分钟,较去年同期增长6分钟。然而,在B站财报扭亏为盈的同时,其美股预托证券价格却下跌,收跌6.1%报23.76美元。野村报告指出,公司第二季净利润优于预期,公司指引下半年广告收入按年升20%,胜市场预期的升16%。公司亦预期线上游戏收入在下半年录中至高双位数跌幅,基于去年第二季推出《三国;谋定天下》的高基数效应,指引显著差于市场预期的跌7%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825094625975e8897&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825094625975e8897&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4077","BK4513","BILI","BK4554","BK4085","BK4505","BK4585","BK4510","BK4526","BK4531","BK4548","BK4577","BK4503","BK4563","BK4509","BK4566","BK4588","BK4504"],"gpt_icon":1},{"id":"2562218551","title":"社会服务行业双周报:中报业绩密集披露 豆神、粉笔、有道等迭代AI教育新品","url":"https://stock-news.laohu8.com/highlight/detail?id=2562218551","media":"国信证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2562218551?lang=zh_cn&edition=fundamental","pubTime":"2025-08-25 00:00","pubTimestamp":1756051200,"startTime":"0","endTime":"0","summary":"网易有道推出多款AI 教育新品,包括升级版答疑笔和全面屏听力宝,进一步构建AI 教育生态。最高法明确9 月1 日起“不缴社保”约定无效,劳动者可要求经济补偿。广州首家市内免税店8 月26 日开业,涵盖美妆、酒水等商品。港股通持股比例:海底捞、天立国际控股、茶百道、蜜雪集团、古茗获增持。伴随国家不断出台扩大内需的利好政策,报告期内社服板块估值有望持续修复。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825134218a6f9a6c6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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的长期经营利润率目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2561399092","media":"海豚投研","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2561399092?lang=zh_cn&edition=fundamental","pubTime":"2025-08-23 19:06","pubTimestamp":1755947177,"startTime":"0","endTime":"0","summary":"2.现金流:a.第二季度产生了约人民币 20 亿元的经营现金流。截至 2025 年第二季度末,这些股份均已注销。-ECPM同比增长超过 10%。-广告主数量同比增长超过 20%。-千元产品的 GMV 同比增长近 50%。3) 增值服务:-VAS 营收同比增长 11%,达到人民币 28 亿元。4) 用户参与度:-日活跃用户达到新高 1.09 亿,同比增长 7%。-用户平均每日使用时长增至 105 分钟,比去年同期增加 6 分钟。-12 个月留存率保持在 80% 左右。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250823190832a6f715f8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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16:59","pubTimestamp":1755939558,"startTime":"0","endTime":"0","summary":"而净利润大幅下滑,主要是由于报告期内出售与辉同行所致。据该公司透露,“纯棉表层卫生巾”全网开售两天后便迅速售罄18万单、120万包,并登上了东方甄选自营产品销量榜单的TOP 3。截至8月23日16点,仅在东方甄选APP上,该产品已出售超7万单,位居东方甄选APP日用好物热销榜榜首。而2023财年和2024财年总GMV分别为100亿元、143亿元。对于如何应对业绩承压、主播人才流失等相关问题,8月23日,时代财经联系东方甄选,截至发稿,未获回复。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250823165941975aeb87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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