singsongone 10 personal page - To The Moon

singsongone 10

singsongone 10

关注科技股分享选择逻辑，关注美港股

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171Followers

16Topic

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10-10

$MEITUAN-W(03690)$ Take a look at the latest order I posted！@Trade Feed Decoder

12-11

$MEITUAN-W(03690)$ @Trade Feed Decoder

11-12

$XPeng Inc.(XPEV)$ @Trade Feed Decoder

12-11

$NIO Inc. USD OV(NIO.SI)$ @Trade Feed Decoder

2024-10-17

only sgp visible

2023-04-03

😘😘😒😒😭😭😁😉😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭🙈

2024-11-07

$BHP GROUP LTD(BHP.AU)$[财迷][财迷][财迷]

11-14

$VinFast Auto(VFS)$ @Trade Feed Decoder

09-10

$XIAOMI-W(01810)$ 来看看我最新分享的订单！@Trade Feed Decoder

2024-04-26

Bro you must earn a lot on $Alphabet(GOOG)$ [Miser] [Miser] pls like me

@TigerClub:[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends

09-10

$Apple(AAPL)$ 来看看我最新分享的订单！@Trade Feed Decoder

2024-03-08

2024-03-05

2023-05-23

$MIU.HK 20230530 10.00 CALL$ nice[呆住] [呆住]

02-28

$NVIDIA(NVDA)$ $Auckland International Airport Limited(AIA.NZ)$ [Miser] [Miser] [Miser] [Miser] [Miser]

2024-03-05

Go to Tiger App to see more news

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Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":1,"repostSize":13,"link":"https://ttm.financial/post/509599008170680","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509598537679328,"gmtCreate":1765445218974,"gmtModify":1765445223234,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc. USD OV(NIO.SI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc. USD OV(NIO.SI)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$NIO Inc. USD OV(NIO.SI)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/509598537679328","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506716274868536,"gmtCreate":1764731822410,"gmtModify":1764731825808,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"title":"","htmlText":"Q","listText":"Q","text":"Q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506716274868536","repostId":"506651270157024","repostType":1,"repost":{"id":506651270157024,"gmtCreate":1764715971100,"gmtModify":1764783602552,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟🌟My Top Pick is <a href=\"https://ttm.financial/S/CRWD\"> $CrowdStrike Holdings, Inc.(CRWD)$ </a>as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"\"></a>","listText":"🌟🌟🌟My Top Pick is <a href=\"https://ttm.financial/S/CRWD\"> $CrowdStrike Holdings, Inc.(CRWD)$ </a>as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. <a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"\"></a>","text":"🌟🌟🌟My Top Pick is $CrowdStrike Holdings, Inc.(CRWD)$ as it is rated a strong Buy by analysts. Crowd Strike has just reported a stellar Q3 25 earnings with revenue of USD 1.23 billion, up 22% year over year and adjusted EPS of USD 0.96, both figures exceeding analysts expectations. CrowdStrike has also raised its fiscal 2026 guidance. I believe that CrowdStrike is a great stock to buy due to its strong market position and robust growth in the Cybersecurity sector. @Tiger_Earnings @Tiger_comments @TigerStars @Tiger_SG","images":[{"img":"https://community-static.tradeup.com/news/6982afc1ae1e2c51b62ce2ca12c41256"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506651270157024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499396981908096,"gmtCreate":1762948073089,"gmtModify":1765818734735,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$XPeng Inc.(XPEV)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":41,"commentSize":2,"repostSize":17,"link":"https://ttm.financial/post/499396981908096","isVote":1,"tweetType":1,"viewCount":1771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487723648590008,"gmtCreate":1760096432543,"gmtModify":1760096437363,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$&nbsp;</a>Take a look at the latest order I posted！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$MEITUAN-W(03690)$ Take a look at the latest order I posted！@Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":1,"repostSize":38,"link":"https://ttm.financial/post/487723648590008","isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477840560288648,"gmtCreate":1757666597595,"gmtModify":1757666601036,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"htmlText":"[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/477840560288648","repostId":"2566923403","repostType":2,"repost":{"id":"2566923403","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1757658974,"share":"https://ttm.financial/m/news/2566923403?lang=&edition=fundamental","pubTime":"2025-09-12 14:36","market":"fut","language":"en","title":"AB Akola Group Reports 4.9% Revenue Increase and €62 Million Profit for 2024/2025 Fiscal Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2566923403","media":"Reuters","summary":"Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. AB Akola Group published the original content used to generate this news brief via GlobeNewswire  on September 12, 2025, and is solely responsible for the information contained therein.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      AB Akola Group Reports 4.9% Revenue Increase and €62 Million Profit for 2024/2025 Fiscal Year\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        AB Akola Group, the largest agricultural and food production group in the Baltics, announced its financial results for the 2024/2025 financial year, recording consolidated revenue of €1,580 million, a 4.9% increase compared to the previous year. The Group achieved the second-highest profit in its history, exceeding €62 million. The compound feed segment experienced significant growth, with production reaching record levels and revenues increasing by 16.9%. This surge in demand necessitates further investment to expand production capacity. Conversely, the pet food segment saw a 2% decline in production and an 11% drop in sales, attributed to a shift towards premium products. Despite lower production efficiency, the focus on premium and mid-range products stabilized annual revenues, with these categories now representing 86% of total production, up from 50% the previous year. AB Akola Group is progressing with plans to expand its feed production and intends to apply for approximately €10 million in support from the National Paying Agency. As part of this strategy, the Group is evaluating technological solutions to enhance production capacity, with investment decisions to follow a thorough assessment of alternatives. The location for a new compound feed plant is under consideration, with Alytus as one of the potential sites, and the project is anticipated to be completed within the next two to three years.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. AB Akola Group published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW1001127608-en) on September 12, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></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>AB Akola Group Reports 4.9% Revenue Increase and €62 Million Profit for 2024/2025 Fiscal Year</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\">\nAB Akola Group Reports 4.9% Revenue Increase and €62 Million Profit for 2024/2025 Fiscal Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-09-12 14:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      AB Akola Group Reports 4.9% Revenue Increase and €62 Million Profit for 2024/2025 Fiscal Year\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        AB Akola Group, the largest agricultural and food production group in the Baltics, announced its financial results for the 2024/2025 financial year, recording consolidated revenue of €1,580 million, a 4.9% increase compared to the previous year. The Group achieved the second-highest profit in its history, exceeding €62 million. The compound feed segment experienced significant growth, with production reaching record levels and revenues increasing by 16.9%. This surge in demand necessitates further investment to expand production capacity. Conversely, the pet food segment saw a 2% decline in production and an 11% drop in sales, attributed to a shift towards premium products. Despite lower production efficiency, the focus on premium and mid-range products stabilized annual revenues, with these categories now representing 86% of total production, up from 50% the previous year. AB Akola Group is progressing with plans to expand its feed production and intends to apply for approximately €10 million in support from the National Paying Agency. As part of this strategy, the Group is evaluating technological solutions to enhance production capacity, with investment decisions to follow a thorough assessment of alternatives. The location for a new compound feed plant is under consideration, with Alytus as one of the potential sites, and the project is anticipated to be completed within the next two to three years.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. AB Akola Group published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW1001127608-en) on September 12, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDAQ":"纳斯达克OMX交易所"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250912:nNDL98VQn2:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566923403","content_text":"AB Akola Group Reports 4.9% Revenue Increase and €62 Million Profit for 2024/2025 Fiscal Year\n    \n\n        AB Akola Group, the largest agricultural and food production group in the Baltics, announced its financial results for the 2024/2025 financial year, recording consolidated revenue of €1,580 million, a 4.9% increase compared to the previous year. The Group achieved the second-highest profit in its history, exceeding €62 million. The compound feed segment experienced significant growth, with production reaching record levels and revenues increasing by 16.9%. This surge in demand necessitates further investment to expand production capacity. Conversely, the pet food segment saw a 2% decline in production and an 11% drop in sales, attributed to a shift towards premium products. Despite lower production efficiency, the focus on premium and mid-range products stabilized annual revenues, with these categories now representing 86% of total production, up from 50% the previous year. AB Akola Group is progressing with plans to expand its feed production and intends to apply for approximately €10 million in support from the National Paying Agency. As part of this strategy, the Group is evaluating technological solutions to enhance production capacity, with investment decisions to follow a thorough assessment of alternatives. The location for a new compound feed plant is under consideration, with Alytus as one of the potential sites, and the project is anticipated to be completed within the next two to three years.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. AB Akola Group published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW1001127608-en) on September 12, 2025, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"NDAQ":0.9}},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477114362343424,"gmtCreate":1757489401843,"gmtModify":1759029625566,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a>来看看我最新分享的订单！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a>来看看我最新分享的订单！<a 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href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>来看看我最新分享的订单！<a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$Apple(AAPL)$ 来看看我最新分享的订单！@Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/477110189027328","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469630564110912,"gmtCreate":1755693168889,"gmtModify":1755693171913,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$蘋果(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/1927b498a9148b2a7c8d37bf3d34b177","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469630564110912","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":460411626250240,"gmtCreate":1753415508776,"gmtModify":1753415513833,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"htmlText":"Subscribed, very good portfolio sizing and diversification [Grin] <a href=\"https://ttm.financial/U/3557880070444625\"> @Sporeshare </a><a href=\"https://ttm.financial/U/4175237419056872\"> @北极篂 </a>come to learn and win coins friends<a href=\"https://ttm.financial/U/3564224494282146\"> @s33b </a>","listText":"Subscribed, very good portfolio sizing and diversification [Grin] <a href=\"https://ttm.financial/U/3557880070444625\"> @Sporeshare </a><a href=\"https://ttm.financial/U/4175237419056872\"> @北极篂 </a>come to learn and win coins friends<a href=\"https://ttm.financial/U/3564224494282146\"> @s33b </a>","text":"Subscribed, very good portfolio sizing and diversification [Grin] @Sporeshare @北极篂 come to learn and win coins friends @s33b","images":[{"img":"https://community-static.tradeup.com/news/34ac84abb762e20f133474c5e277ff7d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460411626250240","repostId":"460366158778464","repostType":1,"repost":{"id":460366158778464,"gmtCreate":1753413125627,"gmtModify":1753671767740,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667671414981","idStr":"3527667671414981"},"themes":[],"title":"@Jagannathan J: Missed the Rally, Bought the Crash — What It Taught Him About Real Investing","htmlText":"Meet <a target=\"_blank\" href=\"https://ttm.financial/U/4140074789257422\">@Jagannathan J</a> — a star contributor in the Tiger Community. Known for his sharp trade feeds and insightful articles, his honest reflections reveal the journey from an options trader to a disciplined long-term investor.With 17 years in the market, Jagan’s journey began with childhood curiosity and early success in derivatives. A major loss in March 2020 taught him the limits of timing and the power of long-term conviction. Today, he invests with patience, clarity, and a focus on compounding quality.Want to know his real-time trading? <a href=\"https://www.laohu8.com/J/starInvestor?uuid=4140074789257422\" target=\"_blank\">Click to view his trading information, and subscribe to receive his real-time trading signal!</a>Jo","listText":"Meet <a target=\"_blank\" href=\"https://ttm.financial/U/4140074789257422\">@Jagannathan J</a> — a star contributor in the Tiger Community. Known for his sharp trade feeds and insightful articles, his honest reflections reveal the journey from an options trader to a disciplined long-term investor.With 17 years in the market, Jagan’s journey began with childhood curiosity and early success in derivatives. A major loss in March 2020 taught him the limits of timing and the power of long-term conviction. Today, he invests with patience, clarity, and a focus on compounding quality.Want to know his real-time trading? <a href=\"https://www.laohu8.com/J/starInvestor?uuid=4140074789257422\" target=\"_blank\">Click to view his trading information, and subscribe to receive his real-time trading signal!</a>Jo","text":"Meet @Jagannathan J — a star contributor in the Tiger Community. Known for his sharp trade feeds and insightful articles, his honest reflections reveal the journey from an options trader to a disciplined long-term investor.With 17 years in the market, Jagan’s journey began with childhood curiosity and early success in derivatives. A major loss in March 2020 taught him the limits of timing and the power of long-term conviction. Today, he invests with patience, clarity, and a focus on compounding quality.Want to know his real-time trading? Click to view his trading information, and subscribe to receive his real-time trading signal!Jo","images":[{"img":"https://community-static.tradeup.com/news/d6b6f5776da0b72a1860ef4c6e9f360f"},{"img":"https://community-static.tradeup.com/news/7bc5b0761e175203aa95015af9843de7"},{"img":"https://community-static.tradeup.com/news/b957893d4b75bdeb6577f93ce3bf4917"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460366158778464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":456671798190232,"gmtCreate":1752494551185,"gmtModify":1752494555306,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"htmlText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","listText":"[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;[得意]&nbsp;&nbsp;","text":"[得意] [得意] [得意] [得意] [得意]","images":[{"img":"https://community-static.tradeup.com/news/8c58757ec99db5e442e5be2b11aeb23e","width":"937","height":"10451"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/456671798190232","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":455454218166896,"gmtCreate":1752231862323,"gmtModify":1752231866167,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\"> $Apple(AAPL)$ </a>bought dips at apple. Chiong!","listText":"<a href=\"https://ttm.financial/S/AAPL\"> $Apple(AAPL)$ </a>bought dips at apple. Chiong!","text":"$Apple(AAPL)$ bought dips at apple. Chiong!","images":[{"img":"https://community-static.tradeup.com/news/e69af5dbcaace36eeec67143b6f30dd7"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/455454218166896","isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":423369310286056,"gmtCreate":1744369699887,"gmtModify":1744369703565,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/462ccef18f89d947590655a7c54754d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100931252200150","idStr":"4100931252200150"},"themes":[],"htmlText":"Buc&nbsp;","listText":"Buc&nbsp;","text":"Buc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423369310286056","repostId":"1187115017","repostType":4,"repost":{"id":"1187115017","kind":"news","weMediaInfo":{"introduction":"直播第一时间播报","home_visible":1,"media_name":"业绩会速递","id":"1005067890","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1742559186,"share":"https://ttm.financial/m/news/1187115017?lang=&edition=fundamental","pubTime":"2025-03-21 20:13","market":"us","language":"zh","title":"美团2024Q4业绩电话会议总结:AI战略、海外扩张及核心业务展望","url":"https://stock-news.laohu8.com/highlight/detail?id=1187115017","media":"业绩会速递","summary":"- 第四季度总收入同比增长20.1%至885亿元人民币。- 美团优选去年进行重大战略调整，效率显著提升。通过以上问答，投资者可以更清晰地了解美团在AI战略、海外扩张、核心业务发展以及股东回报等方面的最新进展和未来规划。公司在保持核心业务稳健增长的同时，积极布局AI技术和海外市场，为长期发展奠定基础。","content":"<br><br>【业绩亮点和展望】<br>- 2024年全年总收入同比增长22%至3376亿元人民币。<br>- 年度交易用户超过7.7亿，年度商户数量显著增加至1450万。<br>- 平均用户购买频率创新高。<br>- 第四季度总收入同比增长20.1%至885亿元人民币。<br>- 核心本地商业分部继续保持强劲的同比收入增长18.9%，达到656亿元人民币。<br><br>【问答精华】<br><br>问题1：关于AI战略和相关技术投资计划，以及如何将这些整合到现有业务中以增强竞争力？<br><br>答：<br>1. AI战略三层架构：<br>   - AI at Work：提高10万多名员工的生产力和工作体验。<br>   - AI in Products：升级现有产品服务，推出全新AI原生产品。<br>   - 自研大语言模型：持续投资提升内部大语言模型能力。<br><br>2. 具体应用：<br>   - 员工生产力：自研大语言模型\"龙猫\"与外部模型结合，开发高效工具如AI编码、智能会议等。<br>   - 客户服务：AI客服效率提升20%以上，客户满意度提高0.5个百分点。<br>   - 业务运营：AI销售助手支持BD团队，显著提高工作效率。<br>   - 技术开发：27%的新代码由AI编码助手生成。<br><br>3. AI原生新产品：<br>   - 计划今年推出覆盖美团所有服务的更先进AI助手。<br>   - 利用丰富的线下服务和强大的即时配送能力，满足用户在数字和物理世界的需求。<br><br>4. 基础设施投资：<br>   - 优先保证GPU资源供应，去年投资数十亿元，今年计划进一步扩大投资。<br>   - 自研大语言模型\"龙猫\"评估结果可比肩国内顶级模型。<br><br>5. AI与机器人结合：<br>   - 将AI应用于即时配送、自动驾驶和物流自动化等领域。<br>   - 与领先机器人和自动驾驶初创公司深化合作。<br><br>问题2：关于吉他(Kita)在沙特阿拉伯的扩张计划及其他业务的海外扩张战略？<br><br>答：<br>1. Kita在沙特的发展：<br>   - 自去年10月在利雅得推出以来，增长势头强劲。<br>   - 目前已扩展到沙特阿拉伯十几个主要城市。<br><br>2. 海外业务重点：<br>   - 当前专注于外卖配送业务。<br>   - 计划利用外卖业务建立的高频流量和配送网络，未来拓展其他服务。<br><br>3. 2025年海外投资：<br>   - 将显著高于2024年，以支持业务规模快速增长和市场份额提升。<br>   - 同时密切关注投资回报，持续提高效率。<br><br>4. 长期海外战略：<br>   - 借鉴中国经验，在外卖业务基础上发展其他业务。<br>   - 看好海外市场的长期发展前景和盈利能力。<br><br>问题3：如何平衡新业务投资与股东回报计划？<br><br>答：<br>1. 新业务投资策略：<br>   - 审慎评估每项新业务，灵活调整策略。<br>   - 确保新业务健康增长，实现长期财务目标。<br><br>2. 现有新业务进展：<br>   - 部分业务如餐饮供应链、共享单车、宠物寄养和共享充电宝已实现市场领先地位，持续提升效率。<br>   - 美团优选去年进行重大战略调整，效率显著提升。<br><br>3. 美团优选发展重点：<br>   - 重塑商品相关能力，打造差异化优势。<br>   - 长期目标是实现与线下零售渠道相当的利润率。<br><br>4. 股东回报计划：<br>   - 继续通过股票回购增加股东回报。<br>   - 首先抵消员工期权造成的稀释，并把握市场机会进一步减少流通股数量。<br>   - 2025年预计偿还约15亿美元可转换债券和7.5亿美元公司债券。<br><br>问题4：食品配送业务的未来增长战略和美团闪购的战略重点？<br><br>答：<br>1. 即时配送业务增长潜力：<br>   - 管理层对整体即时配送业务（包括食品和非食品）的潜力保持信心。<br>   - 继续吸引新用户，特别是年轻用户，新用户的初始购买频率和客单价高于早期用户群。<br>   - 现有用户在更广泛的场景和时间段使用外卖服务。<br><br>2. 供给侧创新：<br>   - 拼好饭等新供给模式吸引消费需求，提高使用频率和整体效率。<br><br>3. 美团闪购发展：<br>   - 保持快速增长，增速高于食品配送。<br>   - 持续赋能商户和品牌线上运营，深化与品牌零售商的合作。<br>   - 强化\"万物即到\"的消费者心智。<br><br>4. 长期目标：<br>   - 维持即时配送业务日单量超过1亿单的愿景和目标。<br><br>5. 生态系统建设：<br>   - 推出10亿元以上资金支持的商户扶持计划。<br>   - 计划在2025年第二季度在部分城市率先推出骑手社保试点项目，未来将逐步全国推广。<br>   - 加强食品安全管理，推出\"明厨亮灶\"计划。<br><br>问题5：到店酒旅业务的竞争格局、GTV增长预期，以及\"神会员\"对该业务的影响？<br><br>答：<br>1. 到店业务增长预期：<br>   - 尽管过去两年GTV增长迅速，管理层预计未来几年增长势头仍将保持强劲。<br>   - 到店品类的线上渗透率与实物商品电商相比仍然较低，公司将继续推动线上渗透并巩固竞争优势。<br><br>2. \"神会员\"对到店酒旅业务的影响：<br>   - \"神会员\"计划对到店酒旅业务产生积极影响，但具体数据未披露。<br>   - 公司正在将\"神会员\"升级为\"美团会员\"，预计将进一步加强用户粘性和跨品类协同效应。<br><br>通过以上问答，投资者可以更清晰地了解美团在AI战略、海外扩张、核心业务发展以及股东回报等方面的最新进展和未来规划。公司在保持核心业务稳健增长的同时，积极布局AI技术和海外市场，为长期发展奠定基础。<br><br>声明：本业绩会速递内容由人工智能生成，仅供参考，因技术所限可能存在不准确之处，不构成任何投资建议或承诺。","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>美团2024Q4业绩电话会议总结:AI战略、海外扩张及核心业务展望</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; 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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美团2024Q4业绩电话会议总结:AI战略、海外扩张及核心业务展望\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005067890\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">业绩会速递 </p>\n<p class=\"h-time\">2025-03-21 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<br><br>【业绩亮点和展望】<br>- 2024年全年总收入同比增长22%至3376亿元人民币。<br>- 年度交易用户超过7.7亿，年度商户数量显著增加至1450万。<br>- 平均用户购买频率创新高。<br>- 第四季度总收入同比增长20.1%至885亿元人民币。<br>- 核心本地商业分部继续保持强劲的同比收入增长18.9%，达到656亿元人民币。<br><br>【问答精华】<br><br>问题1：关于AI战略和相关技术投资计划，以及如何将这些整合到现有业务中以增强竞争力？<br><br>答：<br>1. AI战略三层架构：<br>   - AI at Work：提高10万多名员工的生产力和工作体验。<br>   - AI in Products：升级现有产品服务，推出全新AI原生产品。<br>   - 自研大语言模型：持续投资提升内部大语言模型能力。<br><br>2. 具体应用：<br>   - 员工生产力：自研大语言模型\"龙猫\"与外部模型结合，开发高效工具如AI编码、智能会议等。<br>   - 客户服务：AI客服效率提升20%以上，客户满意度提高0.5个百分点。<br>   - 业务运营：AI销售助手支持BD团队，显著提高工作效率。<br>   - 技术开发：27%的新代码由AI编码助手生成。<br><br>3. AI原生新产品：<br>   - 计划今年推出覆盖美团所有服务的更先进AI助手。<br>   - 利用丰富的线下服务和强大的即时配送能力，满足用户在数字和物理世界的需求。<br><br>4. 基础设施投资：<br>   - 优先保证GPU资源供应，去年投资数十亿元，今年计划进一步扩大投资。<br>   - 自研大语言模型\"龙猫\"评估结果可比肩国内顶级模型。<br><br>5. AI与机器人结合：<br>   - 将AI应用于即时配送、自动驾驶和物流自动化等领域。<br>   - 与领先机器人和自动驾驶初创公司深化合作。<br><br>问题2：关于吉他(Kita)在沙特阿拉伯的扩张计划及其他业务的海外扩张战略？<br><br>答：<br>1. Kita在沙特的发展：<br>   - 自去年10月在利雅得推出以来，增长势头强劲。<br>   - 目前已扩展到沙特阿拉伯十几个主要城市。<br><br>2. 海外业务重点：<br>   - 当前专注于外卖配送业务。<br>   - 计划利用外卖业务建立的高频流量和配送网络，未来拓展其他服务。<br><br>3. 2025年海外投资：<br>   - 将显著高于2024年，以支持业务规模快速增长和市场份额提升。<br>   - 同时密切关注投资回报，持续提高效率。<br><br>4. 长期海外战略：<br>   - 借鉴中国经验，在外卖业务基础上发展其他业务。<br>   - 看好海外市场的长期发展前景和盈利能力。<br><br>问题3：如何平衡新业务投资与股东回报计划？<br><br>答：<br>1. 新业务投资策略：<br>   - 审慎评估每项新业务，灵活调整策略。<br>   - 确保新业务健康增长，实现长期财务目标。<br><br>2. 现有新业务进展：<br>   - 部分业务如餐饮供应链、共享单车、宠物寄养和共享充电宝已实现市场领先地位，持续提升效率。<br>   - 美团优选去年进行重大战略调整，效率显著提升。<br><br>3. 美团优选发展重点：<br>   - 重塑商品相关能力，打造差异化优势。<br>   - 长期目标是实现与线下零售渠道相当的利润率。<br><br>4. 股东回报计划：<br>   - 继续通过股票回购增加股东回报。<br>   - 首先抵消员工期权造成的稀释，并把握市场机会进一步减少流通股数量。<br>   - 2025年预计偿还约15亿美元可转换债券和7.5亿美元公司债券。<br><br>问题4：食品配送业务的未来增长战略和美团闪购的战略重点？<br><br>答：<br>1. 即时配送业务增长潜力：<br>   - 管理层对整体即时配送业务（包括食品和非食品）的潜力保持信心。<br>   - 继续吸引新用户，特别是年轻用户，新用户的初始购买频率和客单价高于早期用户群。<br>   - 现有用户在更广泛的场景和时间段使用外卖服务。<br><br>2. 供给侧创新：<br>   - 拼好饭等新供给模式吸引消费需求，提高使用频率和整体效率。<br><br>3. 美团闪购发展：<br>   - 保持快速增长，增速高于食品配送。<br>   - 持续赋能商户和品牌线上运营，深化与品牌零售商的合作。<br>   - 强化\"万物即到\"的消费者心智。<br><br>4. 长期目标：<br>   - 维持即时配送业务日单量超过1亿单的愿景和目标。<br><br>5. 生态系统建设：<br>   - 推出10亿元以上资金支持的商户扶持计划。<br>   - 计划在2025年第二季度在部分城市率先推出骑手社保试点项目，未来将逐步全国推广。<br>   - 加强食品安全管理，推出\"明厨亮灶\"计划。<br><br>问题5：到店酒旅业务的竞争格局、GTV增长预期，以及\"神会员\"对该业务的影响？<br><br>答：<br>1. 到店业务增长预期：<br>   - 尽管过去两年GTV增长迅速，管理层预计未来几年增长势头仍将保持强劲。<br>   - 到店品类的线上渗透率与实物商品电商相比仍然较低，公司将继续推动线上渗透并巩固竞争优势。<br><br>2. \"神会员\"对到店酒旅业务的影响：<br>   - \"神会员\"计划对到店酒旅业务产生积极影响，但具体数据未披露。<br>   - 公司正在将\"神会员\"升级为\"美团会员\"，预计将进一步加强用户粘性和跨品类协同效应。<br><br>通过以上问答，投资者可以更清晰地了解美团在AI战略、海外扩张、核心业务发展以及股东回报等方面的最新进展和未来规划。公司在保持核心业务稳健增长的同时，积极布局AI技术和海外市场，为长期发展奠定基础。<br><br>声明：本业绩会速递内容由人工智能生成，仅供参考，因技术所限可能存在不准确之处，不构成任何投资建议或承诺。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","MPNGY":"美团ADR","03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187115017","content_text":"【业绩亮点和展望】- 2024年全年总收入同比增长22%至3376亿元人民币。- 年度交易用户超过7.7亿，年度商户数量显著增加至1450万。- 平均用户购买频率创新高。- 第四季度总收入同比增长20.1%至885亿元人民币。- 核心本地商业分部继续保持强劲的同比收入增长18.9%，达到656亿元人民币。【问答精华】问题1：关于AI战略和相关技术投资计划，以及如何将这些整合到现有业务中以增强竞争力？答：1. AI战略三层架构：   - AI at Work：提高10万多名员工的生产力和工作体验。   - AI in Products：升级现有产品服务，推出全新AI原生产品。   - 自研大语言模型：持续投资提升内部大语言模型能力。2. 具体应用：   - 员工生产力：自研大语言模型\"龙猫\"与外部模型结合，开发高效工具如AI编码、智能会议等。   - 客户服务：AI客服效率提升20%以上，客户满意度提高0.5个百分点。   - 业务运营：AI销售助手支持BD团队，显著提高工作效率。   - 技术开发：27%的新代码由AI编码助手生成。3. AI原生新产品：   - 计划今年推出覆盖美团所有服务的更先进AI助手。   - 利用丰富的线下服务和强大的即时配送能力，满足用户在数字和物理世界的需求。4. 基础设施投资：   - 优先保证GPU资源供应，去年投资数十亿元，今年计划进一步扩大投资。   - 自研大语言模型\"龙猫\"评估结果可比肩国内顶级模型。5. AI与机器人结合：   - 将AI应用于即时配送、自动驾驶和物流自动化等领域。   - 与领先机器人和自动驾驶初创公司深化合作。问题2：关于吉他(Kita)在沙特阿拉伯的扩张计划及其他业务的海外扩张战略？答：1. Kita在沙特的发展：   - 自去年10月在利雅得推出以来，增长势头强劲。   - 目前已扩展到沙特阿拉伯十几个主要城市。2. 海外业务重点：   - 当前专注于外卖配送业务。   - 计划利用外卖业务建立的高频流量和配送网络，未来拓展其他服务。3. 2025年海外投资：   - 将显著高于2024年，以支持业务规模快速增长和市场份额提升。   - 同时密切关注投资回报，持续提高效率。4. 长期海外战略：   - 借鉴中国经验，在外卖业务基础上发展其他业务。   - 看好海外市场的长期发展前景和盈利能力。问题3：如何平衡新业务投资与股东回报计划？答：1. 新业务投资策略：   - 审慎评估每项新业务，灵活调整策略。   - 确保新业务健康增长，实现长期财务目标。2. 现有新业务进展：   - 部分业务如餐饮供应链、共享单车、宠物寄养和共享充电宝已实现市场领先地位，持续提升效率。   - 美团优选去年进行重大战略调整，效率显著提升。3. 美团优选发展重点：   - 重塑商品相关能力，打造差异化优势。   - 长期目标是实现与线下零售渠道相当的利润率。4. 股东回报计划：   - 继续通过股票回购增加股东回报。   - 首先抵消员工期权造成的稀释，并把握市场机会进一步减少流通股数量。   - 2025年预计偿还约15亿美元可转换债券和7.5亿美元公司债券。问题4：食品配送业务的未来增长战略和美团闪购的战略重点？答：1. 即时配送业务增长潜力：   - 管理层对整体即时配送业务（包括食品和非食品）的潜力保持信心。   - 继续吸引新用户，特别是年轻用户，新用户的初始购买频率和客单价高于早期用户群。   - 现有用户在更广泛的场景和时间段使用外卖服务。2. 供给侧创新：   - 拼好饭等新供给模式吸引消费需求，提高使用频率和整体效率。3. 美团闪购发展：   - 保持快速增长，增速高于食品配送。   - 持续赋能商户和品牌线上运营，深化与品牌零售商的合作。   - 强化\"万物即到\"的消费者心智。4. 长期目标：   - 维持即时配送业务日单量超过1亿单的愿景和目标。5. 生态系统建设：   - 推出10亿元以上资金支持的商户扶持计划。   - 计划在2025年第二季度在部分城市率先推出骑手社保试点项目，未来将逐步全国推广。   - 加强食品安全管理，推出\"明厨亮灶\"计划。问题5：到店酒旅业务的竞争格局、GTV增长预期，以及\"神会员\"对该业务的影响？答：1. 到店业务增长预期：   - 尽管过去两年GTV增长迅速，管理层预计未来几年增长势头仍将保持强劲。   - 到店品类的线上渗透率与实物商品电商相比仍然较低，公司将继续推动线上渗透并巩固竞争优势。2. \"神会员\"对到店酒旅业务的影响：   - \"神会员\"计划对到店酒旅业务产生积极影响，但具体数据未披露。   - 公司正在将\"神会员\"升级为\"美团会员\"，预计将进一步加强用户粘性和跨品类协同效应。通过以上问答，投资者可以更清晰地了解美团在AI战略、海外扩张、核心业务发展以及股东回报等方面的最新进展和未来规划。公司在保持核心业务稳健增长的同时，积极布局AI技术和海外市场，为长期发展奠定基础。声明：本业绩会速递内容由人工智能生成，仅供参考，因技术所限可能存在不准确之处，不构成任何投资建议或承诺。","news_type":1,"symbols_score_info":{"83690":1,"03690":1,"MPNGY":1}},"isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":423308508078168,"gmtCreate":1744354648058,"gmtModify":1744354653368,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 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Limited(AIA.NZ)$ [Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/408328263774448","isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280992474583320,"gmtCreate":1709626312977,"gmtModify":1709626645025,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 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[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280992474583320","isVote":1,"tweetType":3,"object":{"tweetId":"280992474583320","title":"今夜通州迎雨雪，一直下到明晚！备好雨具，添衣保暖","poster":"https://mmbiz.qpic.cn/mmbiz_jpg/G6wL1LqZmbicapaNIico8DDoiazMEgJ5vriaH57nO0kDosp2AJ9RSYvcIum5AzWAXsmVIM20gPBL9FyAUskzCnj5dg/640?wx_fmt=jpeg&from=appmsg","shareLink":"https://mp.weixin.qq.com/s/TiqSM6XJSLhiH5JiecwgHA"},"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}