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Sea Ltd

108.45

-2.4500-2.21%

盘后：108.10-0.3500-0.32%19:59 EST

成交量：551.50万

成交额：6.00亿

市值：642.05亿

市盈率：47.26

高：110.51

开：108.87

低：107.74

收：110.90

52周最高：199.30

52周最低：99.50

股本：5.92亿

流通股本：3.12亿

量比：1.04

换手率：1.77%

股息：- -

股息率：- -

每股收益(TTM):2.29

每股收益(LYR):0.7400

净资产收益率：15.68%

总资产收益率：4.45%

市净率：6.30

市盈率(LYR):146.55

数据加载中...

总览公司新闻资讯公告

财报前瞻｜Sea Ltd本季度营收预计增39.52%，机构观点偏乐观

冬海集团盘中异动急速拉升5.00%

Shopee在菲律宾推出AI购物功能助力业绩增长

谷歌将帮助新加坡冬海集团打造AI购物智能体

环球市场播报

谷歌与Sea达成合作，联手打造电商及游戏AI工具

谷歌和 Shopee 所有者 Sea 将为电子商务和游戏开发人工智能工具

李飞飞旗下 AI 初创公司 World Labs 完成 10 亿美元融资，NVIDIA 等参投

冬海集团盘中异动早盘大幅下挫5.09%报108.69美元

TikTok Shop包裹量反超SPX，东南亚电商竞争格局重塑

Shopee与TikTok Shop占越南电商市场98%份额

蓝海亿观网

Shopee联手四大快递公司整合马来西亚物流网络及运营标准

冬海集团2025财年第三财季实现净利润3.72亿美元

冬海集团盘中异动快速跳水5.07%

Sea Ltd第三季度营收60亿美元，超出IBES预期的56.42亿美元

冬海集团盘中异动股价大涨5.02%报147.92美元

Shopee巴西“双十一”大促落幕：前12小时销售额已超去年黑五全天

Shopee在泰国推出“小时达”服务并计划将“先买后付”服务推广至线下

Shopee：第三季度GMV达322亿美元物流能力、用户体系、AI技术三箭齐发

Shopee双11直播4分钟售出1100万件商品

SEA2025Q3财报点评：收入表现亮眼电商加大物流基建布局

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15:06","pubTimestamp":1772089586,"startTime":"0","endTime":"0","summary":"Shopee商业负责人Jack Ng在2026品牌峰会上宣布，人工智能将彻底改变在线购物体验。平台将在菲律宾推出多项AI功能：虚拟试衣间让用户预览衣物效果；AI购物助手可互动并提供个性化推荐；新型搜索工具支持文本、图片或语音查询，如搜索\"飞行安全型移动电源\"会直接显示合规产品。Ng强调，AI技术能提升购物速度与流畅度。针对卖家，Shopee推出聊天AI助手、标题生成器和图片增强器等工具，已帮助提高内容效率与商品曝光。数据显示，Shopee Mall在菲律宾的同比增长超60%，预计AI将进一步推动2026年业绩增长。","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=nesSN20260226152053a4ca6444&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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18:56","pubTimestamp":1771498560,"startTime":"0","endTime":"0","summary":"冬海集团的在线零售业务Shopee正与谷歌合作开发AI购物智能体，力图在东南亚继续领先TikTok和Lazada等竞争对手。\n　　两家公司周四在声明中表示，总部在新加坡的游戏和电商公司冬海集团正与谷歌合作，在运营各环节整合人工智能技术。这可能使自主AI智能体帮助Shopee用户查找、比较并购买商品，同时让Shopee平台上的商品在谷歌Gemini搜索中更易被发现。\n　　作为东南亚电商龙头，Shopee加入了包括亚马逊和日本乐天集团在内的在线零售商行列，它们正争相推出AI驱动的购物服务。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王许宁","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-19/doc-inhnkcch6937158.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0316494557.USD","IE00B4JS1V06.HKD","BK4598","LU1920062954.HKD","LU0985489474.SGD","SG9999002406.SGD","LU0516422952.EUR","LU0786609619.USD","LU0426412945.USD","IE00BJLML261.HKD","LU0823421333.USD","LU1242518857.USD","LU1823568750.SGD","GOOW","LU0203201768.USD","LU1116320901.HKD","LU2401740654.USD","LU2592432038.USD","IE00BMPRXQ63.HKD","LU0048573645.USD","SG9999014914.USD","LU0029864427.USD","SG9999003826.SGD","LU1803068979.SGD","LU0345774391.USD","IE0031814969.USD","LU0345770993.USD","LU2111349929.HKD","LU0690374961.EUR","LU2098885051.SGD","LU2242652126.USD","LU0689472784.USD","LU2238330802.EUR","SG9999013478.USD","SG9999014484.SGD","LU1267930730.SGD","LU2552382132.HKD","LU0426417589.USD","LU0310800379.SGD","LU0572939691.SGD","LU2087625088.SGD","IE00B5TLWC47.USD","GOOGL","LU1037948541.HKD","LU0256863902.USD","IE0034235303.USD","BK4525","IE00BWXC8680.SGD","LU0742534661.SGD","LU1366192091.USD","LU1934455277.USD","SG9999018857.SGD","LU2491050154.USD","LU0096362180.USD","LU2087621335.USD","LU2236285917.USD","LU2242649171.HKD","LU0345769631.USD","LU2756315318.SGD","SG9999002604.SGD","IE0001KFT4U8.USD","LU1280957306.USD","BK4550","LU1267930573.SGD","SGXZ31699556.SGD","LU2417539215.USD","LU0868494617.USD","BK4077","LU2097344357.USD","LU0211327993.USD","LU2750360641.GBP","LU0320765489.SGD","LU0690374615.EUR","LU0861579265.USD","LU0949170772.SGD","IE00B3S45H60.SGD","LU1116320737.USD","IE00BQXX3C00.GBP","BK4548","LU2250418816.HKD","IE00B7SZLL34.SGD","LU2089283258.USD","LU0433182093.SGD","LU1267930490.SGD","LU2191332357.HKD","LU2237443465.HKD","BK4581","LU0494093205.USD","LU1489326972.SGD","LU0210528500.USD","IE00BN8TJ469.HKD","LU0211326755.USD","LU2860962120.EUR","LU2008162690.USD","LU0354030438.USD","LU0314104364.USD","LU0345776255.USD","IE00BFSS8Q28.SGD","LU1923623000.USD","LU0234572021.USD","LU2746668974.SGD","LU2097829019.USD","LU0314106906.USD","LU0208291251.USD","LU2264538146.SGD","LU1429558221.USD","LU2023250843.SGD","LU0079474960.USD","BK6516","LU0210536198.USD","LU1585245621.USD","BK4573","LU0444973449.USD","LU2471134523.USD","LU2896262040.SGD","IE0004091025.USD","LU0784385840.USD","LU2065169927.USD","LU1316542783.SGD","LU0466842654.USD","LU2023250504.SGD","LU2463028550.USD","LU0053666078.USD","LU2362540622.SGD","LU2505996509.AUD","LU1951200564.SGD","GOOX","IE00BQXX3D17.EUR","LU1069344957.HKD","LU2404859741.USD","LU0965509101.SGD","LU0877626530.USD","LU0192582467.USD","LU1196500208.SGD","LU0107464264.USD","LU2430703178.SGD","LU1069347547.HKD","LU1221951129.SGD","LU0124676726.USD","LU1548497426.USD","LU0477156953.USD","LU0345768153.USD","LU2097344431.USD","LU2244417387.USD","LU2247934214.USD","BK4561","LU0072462343.USD","IE00BMPRXN33.USD","LU0264606111.USD","LU1894683264.USD","LU2023251221.USD","SG9999014880.SGD","LU0456855351.SGD","IE0005OL40V9.USD","LU2403377893.USD","LU0528227936.USD","LU0898667661.SGD","LU1718418525.SGD","LU0557290698.USD","LU0094547139.USD","LU0289941410.SGD","LU1880398554.USD","IE0004086264.USD","LU0738911758.USD","LU2456880835.USD","LU0011850046.USD","LU0868494708.USD","IE00BKVL7J92.USD","LU2458330169.SGD","LU0289960550.SGD","LU1839511570.USD","LU1059921491.USD","LU0188438112.USD","LU0345775950.USD","LU2168564495.EUR","LU1267930813.SGD","LU1803068623.USD","BK4535","LU0061474705.USD","LU1815336760.USD","LU0553294199.USD","LU1935043023.USD","LU1815333072.USD","LU1035775433.USD","LU2471134879.HKD","LU0342679015.USD","LU0205439572.USD","LU1720051108.HKD","IE00BBT3K403.USD","LU1048588211.SGD","LU0310800965.SGD","BK4588","GB00B4LPDJ14.GBP","LU1571399168.USD","LU2430703095.HKD","IE00BKPKM429.USD","LU2404859667.USD","LU2430703251.USD","LU1003077747.HKD","LU0889566641.SGD","LU0052756011.USD","LU0516422440.USD","LU1066051811.HKD","LU0640476718.USD","BK4554","IE00BSNM7G36.USD","LU2361045086.USD","LU2764263203.CNY","SGXZ27511609.SGD","BK4551","LU1852331112.SGD","LU1121112475.USD","BK4503","BK4553","IE00B19Z3B42.SGD","LU0353189680.USD","LU2168564065.EUR","LU1989764748.USD","LU0820561818.USD","LU1037948897.HKD","LU2092937148.SGD","SG9999013486.USD","IE00B19Z3581.USD","LU2242646821.SGD","IE0034235188.USD","LU2491049909.HKD","LU1934455194.USD","SG9999001135.SGD","LU2089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17:35","pubTimestamp":1771493737,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周四，$谷歌$与东南亚科技巨头Sea Ltd宣布达成全新合作，双方将为Sea旗下电商及游戏产品开发人工智能工具。两家公司在声明中表示，根据新签署的战略合作协议，将在Sea旗下电商平台Shopee上联合探索构建具备AI智能体的购物原型系统。此举是全球科技企业推动AI模型商业化的重要举措。此外，$谷歌$与Sea旗下游戏业务Garena还将携手探索AI解决方案在游戏开发领域的创新应用，旨在通过AI技术“重塑”游戏开发的生产力体系。","market":"us","thumbnail":"https://static.tigerbbs.com/2ed03d3f06ef6d586c673a6d3f12935e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2ed03d3f06ef6d586c673a6d3f12935e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405903.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2097344357.USD","LU1880398554.USD","LU2463028550.USD","LU1046421795.USD","IE00B19Z8W00.USD","LU1989764748.USD","LU1988902786.USD","LU1935043536.SGD","LU0048584097.USD","LU0175139822.USD","LU0545039389.USD","LU2764262908.HKD","BK4602","LU0823434583.USD","SGXZ51526630.SGD","LU1718418525.SGD","LU0786609619.USD","IE00B19Z9505.USD","LU0353189763.USD","LU1430594728.SGD","LU0787776722.HKD","LU2487616109.SGD","LU1951198990.SGD","IE00BZ199S13.USD","LU2362541273.HKD","LU0788109477.HKD","LU1267930573.SGD","LU2471134523.USD","IE00BJJMRY28.SGD","LU2361044949.HKD","LU2458330169.SGD","IE00BN29S564.USD","IE00BYQQ9H92.USD","LU0130103400.USD","LU0130102774.USD","LU1244550221.USD","LU0994945656.USD","LU1868836914.USD","LU0158827948.USD","LU0234570918.USD","IE000M9KFDE8.USD","LU1880398471.USD","LU0154236417.USD","LU0708994859.HKD","LU1267930730.SGD","IE00BQXX3C00.GBP","LU0689472784.USD","LU2092627202.USD","LU0345770308.USD","LU2756315664.SGD","IE00BWXC8680.SGD","LU2361044865.SGD","LU0345774631.USD","LU1914381329.SGD","LU2111349929.HKD","LU0965509283.SGD","IE00BFXG0V08.USD","IE00BLSP4452.SGD","LU1196500208.SGD","LU0203347892.USD","LU2720916845.USD","LU2456880835.USD","LU2023251221.USD","LU0276348264.USD","LU1116320737.USD","BK4576","LU0942090050.USD","LU1261432733.SGD","LU0985489474.SGD","LU0267386448.USD","LU1934455194.USD","IE0004091025.USD","BK4532","GOOGL","LU0107464264.USD","LU1066053197.SGD","LU2491050154.USD","IE00BK4W5L77.USD","LU2746668974.SGD","LU0477156953.USD","LU1074936037.SGD","LU2764263039.SGD","LU1066051811.HKD","LU1791710582.SGD","LU1221951046.USD","LU0077335932.USD","LU2360032135.SGD","LU1894683264.USD","LU0072462426.USD","BK4538","LU1934455277.USD","LU2860962120.EUR","LU1585245621.USD","IE0034235303.USD","LU2168564149.EUR","LU1674673691.USD","LU2250418816.HKD","LU1923623000.USD","IE00B775SV38.USD","SE","LU0211326839.USD","IE00BJLML261.HKD","LU1815333072.USD","LU2420271590.USD","LU0056508442.USD","LU1633808545.USD","LU2023250330.USD","LU0889566641.SGD","BK4553","LU2602419157.SGD","BK4573","LU1035775433.USD","LU0820562030.AUD","LU0868494708.USD","LU2063271972.USD","LU0342679015.USD","LU2543165471.USD","LU1778281490.HKD","BK4566","LU2461242641.AUD","LU0061474705.USD","LU1435385759.SGD","LU1035773651.USD","LU1935042488.USD","LU1116320901.HKD","LU0006306889.USD","SG9999014914.USD","LU2471134796.USD","LU1551013342.USD","BK4585","LU1221951129.SGD","IE00BJTD4N35.SGD","LU2125909593.SGD","LU0742534661.SGD","LU0784383803.USD","LU1720051017.SGD","LU0943347566.SGD","LU1303367103.USD","LU1642822529.SGD","LU2491050071.SGD","LU0496365809.HKD","LU0965509101.SGD","IE0034235188.USD","LU0980610538.SGD","LU1934455863.HKD","IE00BHPRN162.USD","LU2430703095.HKD","IE00BKPKM429.USD","SG9999014906.USD","LU0878866978.SGD","LU1670628061.USD","IE0004086264.USD","LU1119994496.HKD","LU0310800379.SGD","LU2247934214.USD","GB00B4QBRK32.GBP","LU0738911758.USD","LU0433182093.SGD","LU2087625088.SGD","LU2592432038.USD","LU2168564495.EUR","LU0127658192.USD","LU0289960550.SGD","LU0494093205.USD","LU0640476718.USD","BK4550","LU1935042991.SGD","LU0345768153.USD","LU0094547139.USD","LU2286300806.USD","LU1145028129.USD","LU2244417387.USD","IE00B19Z8X17.USD","LU0708995401.HKD","LU0097036916.USD","LU2271345857.HKD","LU0957808578.USD","IE00BFSS7M15.SGD","IE00B4JS1V06.HKD","LU0251132253.USD","LU0557290698.USD","IE00BK4W5M84.HKD","GB00B4LPDJ14.GBP","LU0053666078.USD","SG9999014880.SGD","LU1791710400.SGD","SG9999017495.SGD","LU2381873111.SGD","LU1235294995.USD","LU1267930490.SGD","LU1815336760.USD","SGXZ31699556.SGD","LU0965508806.USD","LU0079474960.USD","LU2361045086.USD","LU0061475181.USD","LU1917777945.USD","IE00BKVL7J92.USD","LU0889565833.HKD","BK4612","LU2242650005.HKD","BK4514","LU0949170772.SGD","LU0170899867.USD","BK4507","IE00B3S45H60.SGD","IE00BSNM7G36.USD","LU2191332357.HKD","BK4548","LU0265550946.USD","LU0256863811.USD","LU1069344957.HKD","LU0823421416.USD","LU2746668461.USD","BK4525","IE00B5TLWC47.USD","IE00BLSP4239.USD","LU1037948897.HKD","LU1366192091.USD","IE00B19Z3B42.SGD","IE0004445239.USD","IE00BFSS8Q28.SGD","LU1232071149.USD","LU1935042215.USD","LU0642271901.SGD","LU0211328371.USD","LU2097829019.USD","LU0128525689.USD","LU0312595415.SGD","LU0985320562.USD",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Shopee 所有者 Sea 将为电子商务和游戏开发人工智能工具","url":"https://stock-news.laohu8.com/highlight/detail?id=2612704884","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612704884?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 15:30","pubTimestamp":1771486241,"startTime":"0","endTime":"0","summary":"路透雅加达2月19日 - Alphabet Inc.GOOGL.O旗下的谷歌公司和东南亚科技集团Sea LtdSE.N周四宣布建立新的合作关系，将为Sea的电子商务和游戏产品开发人工智能工具。根据新签署的战略合作协议，两家公司将在 Sea 的电子商务平台 Shopee 上共同 \"探索建立人工智能代理购物原型\"。根据咨询公司 Momentum Works 的报告，Shopee 是东南亚最主要的电子商务平台，2024 年的市场份额为 52%。谷歌和 Sea 的游戏部门 Garena 也将使用人工智能解决方案来 \"改变 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整合马来西亚物流网络及运营标准","url":"https://stock-news.laohu8.com/highlight/detail?id=2586288222","media":"亿邦动力","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586288222?lang=zh_cn&edition=fundamental","pubTime":"2025-11-25 15:23","pubTimestamp":1764055380,"startTime":"0","endTime":"0","summary":"特别值得关注的是，Shopee在声明中表示，通过此次合作，平台将与四家快递公司统一运营流程、接入点管理及绩效标准，以确保无论是城市地区还是小镇社区，消费者均能获得一致的物流体验。根据Shopee介绍，合作框架将推动各快递公司采用统一的运营标准，包括使用实时追踪工具主动识别配送问题，以及扩展如买家自取与自助寄取等自助服务网点。","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=nesSN20251125152443a70fff65&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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07:00","pubTimestamp":1763679605,"startTime":"0","endTime":"0","summary":"11月21日，冬海集团公布财报，公告显示公司2025财年第三财季净利润为3.72亿美元；其中营业收入为59.86亿美元，每股基本收益为0.63美元。从资产负债表来看，冬海集团总负债164.47亿美元，其中短期债务29.02亿美元，资产负债比为1.63，流动比率为1.44。机构评级：截至2025年11月21日，当前有30家机构对冬海集团目标价做出预测，其中目标均价为191.97美元，其中最低目标价为138.00美元，最高目标价为226.00美元。","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=nesSN202511210700109776596a&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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Fire在2022年1月是下载量最大的游戏，并在2021年占游戏收入的74%。消息层面，截至23时05分，《美银证券维持Sea买入评级，下调目标价至200美元》资讯为影响冬海集团的重要信息。","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=nesSN202511202305349775cfa7&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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Ltd第三季度营收60亿美元，超出IBES预期的56.42亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1111638341","media":"投资观察","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111638341?lang=zh_cn&edition=fundamental","pubTime":"2025-11-20 01:23","pubTimestamp":1763573012,"startTime":"0","endTime":"0","summary":"11月11日——Sea Ltd第三季度净收入为3.75亿美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["SG9999002620.SGD","LU0532188223.SGD","SG9999013486.USD","LU0251143029.SGD","BK4551","LU0348788117.USD","BK4503","LU2125910500.SGD","LU2152927971.USD","LU0072462343.USD","BK4535","LU0823039010.USD","LU2008162690.USD","LU2360107671.USD","LU0516422366.SGD","BK4220","SG9999002604.SGD","IE00BD6J9T35.USD","LU0345776255.USD","LU2045819591.USD","LU1242518931.SGD","SG9999002414.USD","LU0737861269.HKD","IE0001KFT4U8.USD","BK4548","LU0289960550.SGD","LU2177674079.SGD","LU1242518857.USD","SG9999001135.SGD","SE","LU2065169927.USD","LU1861220207.SGD","LU1861217088.USD","LU0345775950.USD","LU0516422952.EUR","LU0823038988.USD","LU2065171402.SGD","LU2238330802.EUR","LU0499858602.USD","SG9999002406.SGD","SG9999014492.USD","LU0572940350.SGD","SG9999006266.SGD","LU0516423174.USD","LU0499858438.USD","LU0261945553.USD","IE0031814969.USD","LU0210637038.USD","LU0572939691.SGD","LU0175139822.USD","LU2543165471.USD","LU1839390173.USD","SG9999005177.SGD","BK4581","SG9999013478.USD","SG9999013460.SGD","SG9999002679.SGD","LU0516422440.USD","SG9999004360.SGD","BK4085","LU0441851309.USD","IE0034224299.USD","LU2125910849.SGD","LU2065170008.USD","LU0264606111.USD","BK4554","LU0979878070.USD","LU1048588211.SGD","LU0516423091.SGD","LU0589944569.HKD","LU0048573645.USD","BK4588","LU2065171311.SGD","LU1770036033.HKD","SGXZ58947870.SGD","BK4566","BK4585","SG9999014484.SGD"],"gpt_icon":0},{"id":"2584627117","title":"冬海集团盘中异动 股价大涨5.02%报147.92美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584627117","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584627117?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 23:46","pubTimestamp":1763394369,"startTime":"0","endTime":"0","summary":"北京时间2025年11月17日23时46分，冬海集团股票出现波动，股价急速上涨5.02%。截至发稿，该股报147.92美元/股，成交量154.675万股，换手率0.26%，振幅2.94%。冬海集团股票所在的互联网零售行业中，整体跌幅为0.56%。冬海集团公司简介：就商品总价值和交易数量而言，Sea运营着东南亚最大的电子商务公司Shopee。对于Garena来说，Free Fire在2022年1月是下载量最大的游戏，并在2021年占游戏收入的74%。","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=nesSN20251117234610950a350d&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, 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17:33","pubTimestamp":1763371980,"startTime":"0","endTime":"0","summary":"11月17日消息，日前，据巴西媒体报道，Shopee巴西站的第六届“11.11”大促在开启后的12小时内，平台访问量和订单量均创历史新高，销售总额已超过2024年黑色星期五全天水平。事实上，作为Shopee的核心“双日”促销节点，在巴西市场，“11.11”已成为该平台一年中规模最大的促销活动。这一变化很可能与Shopee近期的金融合作策略密切相关。业内分析认为，“双十一大促”这一源自中国的购物节概念，已被巴西主要零售商广泛采纳。","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=nesSN20251117173417950999dc&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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并计划将“先买后付”服务推广至线下","url":"https://stock-news.laohu8.com/highlight/detail?id=2584564868","media":"亿邦动力","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584564868?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 15:50","pubTimestamp":1763365800,"startTime":"0","endTime":"0","summary":"11月17日消息，据泰媒报道，在日前举办的“Shopee Summit”峰会上，该平台宣布，将在泰国正式上线“1小时极速配送”服务，并计划把“先买后付”服务SPay Later扩展至线下零售场景，同时进一步推动泰国品牌走向更广泛的东南亚市场。随着电商竞争愈发激烈，Shopee此举被视为在即时物流与支付金融服务领域的又一次重要加码。而最新推出的“1小时配送”也有望成为拉动平台新增量的抓手。与此同时，Shopee也在加速推动金融服务能力向泰国的线下消费场景延伸。","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=nesSN20251117155113a6feca59&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, 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物流能力、用户体系、AI技术三箭齐发","url":"https://stock-news.laohu8.com/highlight/detail?id=2584618795","media":"亿邦动力","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584618795?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 10:58","pubTimestamp":1763348280,"startTime":"0","endTime":"0","summary":"当季，Shopee总订单量达36亿单，同比增长28.4%；总商品交易额为322亿美元，同比增长28.4%；调整后EBITDA为1.861亿美元，而2024年第二季度为0.344美元。本季度，Shopee Mall在巴西的GMV同比增长已超过一倍。其三，在引入人工智能技术方面，相关应用在该季度对Shopee的变现能力贡献明显提升。这一差距主要源于公司为维持市场竞争力而增加的支出：该季度，Shopee整体运营支出增长28%，达到21.2亿美元，而去年同期仅为16.6亿美元。","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=nesSN20251117105932976deaf9&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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18:42","pubTimestamp":1763116923,"startTime":"0","endTime":"0","summary":"Shopee双11大促期间，平台整体表现强劲，官方仓销售额较平日上涨6倍，热门类目单量增长超10倍。内容电商策略成效显著，开场前4分钟，Shopee Live直播销量突破1100万件。报告期内，Sea集团总净收入为3.75亿美元，同比翻倍但未达市场预期，主要因Shopee加大现金返还、先买后付、积分奖励等促销投入，导致销售与营销成本上升。","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=nesSN20251114184729a4a1695c&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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电商加大物流基建布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2583957637","media":"国信证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583957637?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 00:00","pubTimestamp":1763049600,"startTime":"0","endTime":"0","summary":"收入端看，2025Q3 公司收入60 亿美元，同比增长38%，电商/数字金融/游戏业务增速分别为35%/61%/31%。2025Q3 公司数字金融业务实现收入9.9 亿美元，同比增长61%，主要受信贷业务驱动。截至2025Q3 末，应收贷款总额为79 亿美元，同比+70%，25Q3 逾期90 天以上的不良贷款率1.1%，保持稳定。2025Q3收入6.5 亿美元，同比+31%，流水8.4 亿美元，同比增长51%，调整后EBITDA 4.7 亿美元，对应利润率71%。","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=nesSN20251114165222a6f91623&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, 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