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2021-11-18

阿里巴巴太拉夸了

部分中概股跌幅扩大，唯品会跌超17%，阿里巴巴跌11%

02-13

牛逼。。

爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%

2025-11-21

作为股东荣幸见证历史[吃瓜]

礼来成为全球首家市值突破1万亿美元的医疗保健公司

2025-11-21

格局要大[胜利]

Form 4 | Eli Lilly & Co 的董事 LILLY ENDOWMENT INC 减持167526股

2025-11-20

明年主角亚马逊

一图看懂 | 标普500十大成分股年内涨幅，谷歌居首，特斯拉“原地踏步”

2025-11-07

$墨式烧烤(CMG)$ 我不相信继续下跌

2025-10-29

$英伟达(NVDA)$ 很荣幸作为股东见证五万亿美元历史

2025-10-28

集体完蛋

美股异动 | 邮轮股集体下挫，皇家加勒比邮轮跌超9%

2025-10-27

$诺和诺德(NVO)$ 我不相信还能新低。

2025-10-27

$英伟达(NVDA)$ 买太少了怎么办[捂脸] [捂脸] [捂脸]

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17:32","market":"us","language":"zh","title":"爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610492229","media":"华尔街见闻","summary":"奢侈品寒冬中爱马仕再现“逆风稳跑”。地区方面，美洲市场劲增12.1%超预期，美消费者对顶级奢侈品的购买力仍在。产品方面，皮具部门有机增长14.6%，核心单品供不应求。受益于超高净值客群的粘性，公司全年营业利润率攀升至41%，同时宣布2026年提价5%-6%。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HESAY\">爱马仕</a>在奢侈品行业整体降温的背景下，<strong>受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压</strong>，再次交出一份“稳中偏强”的成绩单。</p><p>2月12日，法国奢侈品巨头爱马仕发布2025年第四季度及全年财报，<strong>公司四季度营收按不变汇率增长9.8%，不仅延续了稳定增速，也高于Visible Alpha汇总的分析师一致预期（8.4%）。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b72a17a653821b7f0852fe3f5829bec7\" tg-width=\"2036\" tg-height=\"1112\"/></p><p><strong>地区表现上，美洲（主要为美国）成为最大亮点，</strong>四季度销售按不变汇率增长12.1%，显著超出市场对约9%增速的预期；日本需求同样强劲，继续支撑集团在全球范围内的韧性增长。</p><p><strong>产品结构方面，贡献主要利润的皮具与马具部门（涵盖Birkin、Kelly等核心品类）有机增长14.6%</strong>，再度跑在集团平均增速之前，显示“稀缺供给+强品牌力”的商业模式在放缓周期中更具防御性。</p><p>盈利能力也继续抬升：公司全年营业利润达65.7亿欧元（约合77.9亿美元），<strong>营业利润率41%，小幅高于市场预期的40%。</strong>同时，爱马仕宣布将派发每股18欧元股息。管理层表示将“带着信心”进入2026年，但<strong>今年提价幅度预计降至5%-6%，低于2025年的6%-7%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49411bff8098f259d2e1088e5b2c0f5a\" tg-width=\"1464\" tg-height=\"726\"/></p><h2 id=\"id_1802942445\">收入端：四季度9.8%按不变汇率增长，继续“逆风稳跑”</h2><p>本次财报最核心的信息在于：<strong>在同行普遍面临需求走弱、提价空间收缩的环境中，爱马仕仍能实现接近两位数的四季度增长</strong>，并且超预期。</p><p>路透指出，公司受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，这使其在行业放缓期的抗压能力显著强于多数奢侈品牌。</p><p>全年营业利润65.7亿欧元、利润率41%，略高于市场预期的40%，<strong>对比多数奢侈品牌在折扣、渠道调整与营销投入中承压，爱马仕的利润率超预期更像是其商业模式（稀缺供给、强品牌力、产品结构偏高端）的自然结果。</strong></p><p>此前，开云集团周二公布，第四季度销售额为39亿欧元，经汇率调整后同比下降3%，旗舰品牌Gucci销售下降10%，为连续第10个季度下滑，但表现好于市场预期的12%跌幅。</p><h2 id=\"id_3214749124\">区域表现：美洲12.1%超预期，美国需求再验证</h2><p>美洲销售增长12.1%是财报的“意外之喜”，不仅高于一致预期，也意味着在关键消费市场，美国对顶级奢侈品的购买力仍在。对投资者而言，这一数据的重要性在于：<strong>当中高端消费摇摆时，头部品牌能否在美国维持动能，往往决定了全年增长的下限。</strong></p><p>此外，日本市场的强劲表现也被管理层与报道重点提及。日元与旅游消费、以及当地对高端皮具与配饰的结构性需求，仍是爱马仕近年相对确定的增量来源之一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccc7d07f29607f1fa82a0048b3eaa25e\" tg-width=\"2098\" tg-height=\"1150\"/></p><h2 id=\"id_1738778582\">品类结构：皮具部门14.6%有机增长，核心引擎未见松动</h2><p><strong>皮具与马具部门是爱马仕利润“压舱石”，也是品牌稀缺性与定价权最集中的品类。</strong>本季度该部门有机增长14.6%，显著快于集团整体，说明高端包袋等核心单品仍处于供不应求、价格与配货体系依旧稳固。</p><p>在行业层面，这也解释了为何爱马仕能更好地穿越周期：当需求走弱时，依赖Logo与潮流驱动的品类更容易波动，而以极强工艺壁垒与产能节奏控制为特征的顶奢皮具，更容易守住增长与利润率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b292116dd3251747a3cd60e916d8f3e\" tg-width=\"2100\" tg-height=\"1134\"/></p><h2 id=\"id_2068059610\">定价策略：2026年提价放缓至5%-6%，但“价格”仍是关键变量</h2><p>CEO Axel Dumas表示，<strong>今年提价幅度预计约5%-6%，较2025年的6%-7%有所放缓，并将原因部分归结为汇率变化。</strong></p><p>奢侈品行业过去几年普遍依赖提价来对冲成本、维持增长，但随着需求降温，很多品牌已经“踩刹车”。爱马仕虽同样放缓提价节奏，但仍维持相对明确的年度提价规划，反映其对客户承受力与品牌溢价的信心。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师也指出，爱马仕今年的提价执行将是影响增长前景的关键因素之一：在供给相对受控的前提下，价格仍是公司营收与利润弹性的核心杠杆。</p><h2 id=\"id_1551678353\">接下来市场会看什么：美国动能、提价兑现与供给节奏</h2><p>展望2026年，市场焦点将集中在三点：</p><p>1、美洲高增长能否延续，尤其在美国宏观与高端消费边际变化下。</p><p>2、5%-6%提价在不同地区与品类的落地效果，以及是否会对销量与等待名单产生扰动。</p><p>3、在订单积压较长的背景下，爱马仕如何平衡扩产与稀缺性管理，继续把“供给节奏”转化为长期定价权。</p></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>爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%</title>\n<style 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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爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-12 17:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765593><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>爱马仕在奢侈品行业整体降温的背景下，受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，再次交出一份“稳中偏强”的成绩单。2月12日，法国奢侈品巨头爱马仕发布2025年第四季度及全年财报，公司四季度营收按不变汇率增长9.8%，不仅延续了稳定增速，也高于Visible Alpha汇总的分析师一致预期（8.4%）。地区表现上，美洲（主要为美国）成为最大亮点，四季度销售按不变汇率增长...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765593\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec51452295ac0124dcdc8a4db5658674","relate_stocks":{"HESAY":"爱马仕"},"source_url":"https://wallstreetcn.com/articles/3765593","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610492229","content_text":"爱马仕在奢侈品行业整体降温的背景下，受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，再次交出一份“稳中偏强”的成绩单。2月12日，法国奢侈品巨头爱马仕发布2025年第四季度及全年财报，公司四季度营收按不变汇率增长9.8%，不仅延续了稳定增速，也高于Visible Alpha汇总的分析师一致预期（8.4%）。地区表现上，美洲（主要为美国）成为最大亮点，四季度销售按不变汇率增长12.1%，显著超出市场对约9%增速的预期；日本需求同样强劲，继续支撑集团在全球范围内的韧性增长。产品结构方面，贡献主要利润的皮具与马具部门（涵盖Birkin、Kelly等核心品类）有机增长14.6%，再度跑在集团平均增速之前，显示“稀缺供给+强品牌力”的商业模式在放缓周期中更具防御性。盈利能力也继续抬升：公司全年营业利润达65.7亿欧元（约合77.9亿美元），营业利润率41%，小幅高于市场预期的40%。同时，爱马仕宣布将派发每股18欧元股息。管理层表示将“带着信心”进入2026年，但今年提价幅度预计降至5%-6%，低于2025年的6%-7%。收入端：四季度9.8%按不变汇率增长，继续“逆风稳跑”本次财报最核心的信息在于：在同行普遍面临需求走弱、提价空间收缩的环境中，爱马仕仍能实现接近两位数的四季度增长，并且超预期。路透指出，公司受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，这使其在行业放缓期的抗压能力显著强于多数奢侈品牌。全年营业利润65.7亿欧元、利润率41%，略高于市场预期的40%，对比多数奢侈品牌在折扣、渠道调整与营销投入中承压，爱马仕的利润率超预期更像是其商业模式（稀缺供给、强品牌力、产品结构偏高端）的自然结果。此前，开云集团周二公布，第四季度销售额为39亿欧元，经汇率调整后同比下降3%，旗舰品牌Gucci销售下降10%，为连续第10个季度下滑，但表现好于市场预期的12%跌幅。区域表现：美洲12.1%超预期，美国需求再验证美洲销售增长12.1%是财报的“意外之喜”，不仅高于一致预期，也意味着在关键消费市场，美国对顶级奢侈品的购买力仍在。对投资者而言，这一数据的重要性在于：当中高端消费摇摆时，头部品牌能否在美国维持动能，往往决定了全年增长的下限。此外，日本市场的强劲表现也被管理层与报道重点提及。日元与旅游消费、以及当地对高端皮具与配饰的结构性需求，仍是爱马仕近年相对确定的增量来源之一。品类结构：皮具部门14.6%有机增长，核心引擎未见松动皮具与马具部门是爱马仕利润“压舱石”，也是品牌稀缺性与定价权最集中的品类。本季度该部门有机增长14.6%，显著快于集团整体，说明高端包袋等核心单品仍处于供不应求、价格与配货体系依旧稳固。在行业层面，这也解释了为何爱马仕能更好地穿越周期：当需求走弱时，依赖Logo与潮流驱动的品类更容易波动，而以极强工艺壁垒与产能节奏控制为特征的顶奢皮具，更容易守住增长与利润率。定价策略：2026年提价放缓至5%-6%，但“价格”仍是关键变量CEO Axel Dumas表示，今年提价幅度预计约5%-6%，较2025年的6%-7%有所放缓，并将原因部分归结为汇率变化。奢侈品行业过去几年普遍依赖提价来对冲成本、维持增长，但随着需求降温，很多品牌已经“踩刹车”。爱马仕虽同样放缓提价节奏，但仍维持相对明确的年度提价规划，反映其对客户承受力与品牌溢价的信心。摩根大通分析师也指出，爱马仕今年的提价执行将是影响增长前景的关键因素之一：在供给相对受控的前提下，价格仍是公司营收与利润弹性的核心杠杆。接下来市场会看什么：美国动能、提价兑现与供给节奏展望2026年，市场焦点将集中在三点：1、美洲高增长能否延续，尤其在美国宏观与高端消费边际变化下。2、5%-6%提价在不同地区与品类的落地效果，以及是否会对销量与等待名单产生扰动。3、在订单积压较长的背景下，爱马仕如何平衡扩产与稀缺性管理，继续把“供给节奏”转化为长期定价权。","news_type":1,"symbols_score_info":{"HESAY":1.5}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502613862699088,"gmtCreate":1763736913348,"gmtModify":1763736915629,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"title":"","htmlText":"作为股东荣幸见证历史[吃瓜]&nbsp;&nbsp;","listText":"作为股东荣幸见证历史[吃瓜]&nbsp;&nbsp;","text":"作为股东荣幸见证历史[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502613862699088","repostId":"1119870169","repostType":4,"repost":{"id":"1119870169","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1763736694,"share":"https://www.laohu8.com/m/news/1119870169?lang=zh_CN&edition=full","pubTime":"2025-11-21 22:51","market":"us","language":"zh","title":"礼来成为全球首家市值突破1万亿美元的医疗保健公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1119870169","media":"老虎资讯综合","summary":"11月21日，$礼来(LLY)$涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。","content":"<html><head></head><body><p>11月21日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。今年以来，礼来股价累计上涨38%。至此，美股万亿美元市值公司升至11家。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6aed5238b6cd662f958053a495ffbe0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>凭借其GLP-1类药物的压倒性优势，礼来正迅速拉开与竞争对手的差距。</p><p style=\"text-align: start;\">最新的市场动态显示，礼来已在这场竞争中取得决定性领先。其减肥药Zepbound尽管在2023年底才上市，但随着产能的提升和新临床数据的出现，已成功超越诺和诺德的Wegovy，占据了新增肥胖症药物处方的绝大多数份额。</p><p>近期与特朗普政府达成的一项协议，通过降价换取了更广泛的联邦医保（Medicare）和潜在的医疗补助计划（Medicaid）覆盖，此举有望为其减肥药带来约4000万名新患者，极大地拓宽了市场基础。</p></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>礼来成为全球首家市值突破1万亿美元的医疗保健公司</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; 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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礼来成为全球首家市值突破1万亿美元的医疗保健公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-21 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。今年以来，礼来股价累计上涨38%。至此，美股万亿美元市值公司升至11家。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6aed5238b6cd662f958053a495ffbe0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>凭借其GLP-1类药物的压倒性优势，礼来正迅速拉开与竞争对手的差距。</p><p style=\"text-align: start;\">最新的市场动态显示，礼来已在这场竞争中取得决定性领先。其减肥药Zepbound尽管在2023年底才上市，但随着产能的提升和新临床数据的出现，已成功超越诺和诺德的Wegovy，占据了新增肥胖症药物处方的绝大多数份额。</p><p>近期与特朗普政府达成的一项协议，通过降价换取了更广泛的联邦医保（Medicare）和潜在的医疗补助计划（Medicaid）覆盖，此举有望为其减肥药带来约4000万名新患者，极大地拓宽了市场基础。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"LLY":"礼来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119870169","content_text":"11月21日，礼来涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。今年以来，礼来股价累计上涨38%。至此，美股万亿美元市值公司升至11家。凭借其GLP-1类药物的压倒性优势，礼来正迅速拉开与竞争对手的差距。最新的市场动态显示，礼来已在这场竞争中取得决定性领先。其减肥药Zepbound尽管在2023年底才上市，但随着产能的提升和新临床数据的出现，已成功超越诺和诺德的Wegovy，占据了新增肥胖症药物处方的绝大多数份额。近期与特朗普政府达成的一项协议，通过降价换取了更广泛的联邦医保（Medicare）和潜在的医疗补助计划（Medicaid）覆盖，此举有望为其减肥药带来约4000万名新患者，极大地拓宽了市场基础。","news_type":1,"symbols_score_info":{"LLY":1.5}},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502547740086984,"gmtCreate":1763720691433,"gmtModify":1763720693878,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"title":"","htmlText":"格局要大[胜利]&nbsp;&nbsp;","listText":"格局要大[胜利]&nbsp;&nbsp;","text":"格局要大[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502547740086984","repostId":"1190305140","repostType":2,"repost":{"id":"1190305140","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1763704390,"share":"https://www.laohu8.com/m/news/1190305140?lang=zh_CN&edition=full","pubTime":"2025-11-21 13:53","market":"us","language":"zh","title":"Form 4 | Eli Lilly & Co 的董事 LILLY ENDOWMENT INC 减持167526股","url":"https://stock-news.laohu8.com/highlight/detail?id=1190305140","media":"老虎公告助手","summary":"Lilly Endowment Inc作为 Eli Lilly & Co 的董事，于2025年11月19日进行了多项股票出售活动，总计减持167,526股普通股。此次密集减持可能表明公司当前股价较高，需引起投资者关注。","content":"Lilly Endowment Inc作为 Eli Lilly & Co 的董事，于2025年11月19日进行了多项股票出售活动，总计减持167,526股普通股。此次密集减持可能表明公司当前股价较高，需引起投资者关注。","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>Form 4 | Eli Lilly & Co 的董事 LILLY ENDOWMENT INC 减持167526股</title>\n<style 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18:15","market":"us","language":"zh","title":"一图看懂 | 标普500十大成分股年内涨幅，谷歌居首，特斯拉“原地踏步”","url":"https://stock-news.laohu8.com/highlight/detail?id=1118814313","media":"老虎资讯综合","summary":"美股巨头们今年的表现已拉开差距。","content":"<html><head></head><body><p>时近岁末，美股巨头们今年的表现也已拉开差距。在标普500指数前十大市值成分股中，借巴菲特Q3建仓及Gemini 3 Pro强势发布的东风， <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 年内涨幅达到54%，月线已经8连阳。 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 、 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 作为AI芯片行情的代表，涨幅紧随其后。 <a href=\"https://laohu8.com/S/LLY\">礼来</a> 进一步巩固在减肥药市场的领先地位，年内至今涨幅力压微软、苹果。</p><p>科技七巨头中，Meta、亚马逊微涨， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 则在年内“原地踏步”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb361dcf1b467b4ce7316cd2635a540\" title=\"\" tg-width=\"1080\" tg-height=\"1350\"/></p></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\" 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22:21","market":"us","language":"zh","title":"美股异动 | 邮轮股集体下挫，皇家加勒比邮轮跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169097054","media":"老虎资讯综合","summary":"10月28日，美股邮轮股盘中普跌，$皇家加勒比邮轮(RCL)$跌超9%，$嘉年华邮轮(CCL)$、$挪威邮轮(NCLH)$跌超5%。","content":"<html><head></head><body><p>10月28日，美股邮轮股盘中普跌，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>跌超9%，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b1dacdfdfd5f11df26b8f4e00eca8eb\" tg-width=\"443\" tg-height=\"171\"/></p><p></p></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>美股异动 | 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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\">\n美股异动 | 邮轮股集体下挫，皇家加勒比邮轮跌超9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-28 22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月28日，美股邮轮股盘中普跌，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>跌超9%，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b1dacdfdfd5f11df26b8f4e00eca8eb\" tg-width=\"443\" tg-height=\"171\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"RCL":"皇家加勒比邮轮","CCL":"嘉年华邮轮","NCLH":"挪威邮轮"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169097054","content_text":"10月28日，美股邮轮股盘中普跌，皇家加勒比邮轮跌超9%，嘉年华邮轮、挪威邮轮跌超5%。","news_type":1,"symbols_score_info":{"NCLH":1.1,"RCL":1.1,"CCL":1.1}},"isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493701889794880,"gmtCreate":1761553799971,"gmtModify":1761553812025,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 我不相信还能新低。","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 我不相信还能新低。","text":"$诺和诺德(NVO)$ 我不相信还能新低。","images":[{"img":"https://static.tigerbbs.com/c4f13e051c4df3b5d4fe03ff8ab132c0","width":"1022","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493701889794880","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":493671412798152,"gmtCreate":1761546087800,"gmtModify":1761546099683,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 买太少了怎么办[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 买太少了怎么办[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 买太少了怎么办[捂脸] [捂脸] [捂脸]","images":[{"img":"https://static.tigerbbs.com/00c2e11bae55668c8dfad5b6005df6cf","width":"1022","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493671412798152","isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":491497841849208,"gmtCreate":1761015766129,"gmtModify":1761015768435,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"htmlText":"苹果又追上微软。[惊讶]&nbsp;&nbsp;","listText":"苹果又追上微软。[惊讶]&nbsp;&nbsp;","text":"苹果又追上微软。[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491497841849208","repostId":"2577816482","repostType":2,"repost":{"id":"2577816482","kind":"news","pubTimestamp":1761011228,"share":"https://www.laohu8.com/m/news/2577816482?lang=zh_CN&edition=full","pubTime":"2025-10-21 09:47","market":"us","language":"zh","title":"苹果反超微软再成美国第二大市值公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2577816482","media":"金十数据","summary":"凭借这一表现，苹果反超微软的3.84万亿美元，再度成为美国第二大市值公司，但要赶超4.44万亿美元的英伟达仍有一段距离。从年初的开盘价248.06美元到4月8日的低点，苹果股价的最大跌幅一度达到31%。但自4月触底后，苹果开启了强劲反弹模式，累计涨幅超过50%，并在9月下旬成功回到去年年末收盘位之上。此次股价再创历史新高，更是将其年度表现推向新高度。","content":"<html><body><article><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/l4sfibEYR5pVm0FJgI2qfQxsJkiakOP5gDCiaCLR04pEuCricLssrwnHlA8RYtwgnppQqCA2tBo0MN2EEBkvnFFeEw/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>图片来源：界面图库</p><p>界面新闻记者 | 宋佳楠</p><p>美东时间10月20日，美股<span>高开高走</span>，三大指数均涨超1%。纳指涨1.37%，道指涨1.12%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数涨1.07%。大型科技股普涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨约4%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>涨超3%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>涨超2%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨逾1%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>小幅上涨，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>小幅下跌。</p><p>这当中，苹果股价收盘报262.24美元，创下历史新高，总市值飙升至3.89万亿美元。凭借这一表现，苹果反超微软的3.84万亿美元，再度成为美国第二大市值公司，但要赶超4.44万亿美元的英伟达仍有一段距离。</p><p>回顾今年以来苹果股价的走势，大部分时间里，其在标普500成分股中表现较为逊色。从年初的开盘价248.06美元到4月8日的低点，苹果股价的最大跌幅一度达到31%。但自4月触底后，苹果开启了强劲反弹模式，累计涨幅超过50%，并在9月下旬成功回到去年年末收盘位之上。此次股价再创历史新高，更是将其年度表现推向新高度。</p><p>Loop Capital将苹果评级从“持有”上调至“买入”，成为最新一家看好iPhone需求改善趋势的投行。其在报告中指出，当下正处于苹果长期预期的采纳周期起点，预计到2027年全年，iPhone出货量将持续增长。</p><p>此外，近日Counterpoint Research发布的数据也极大地提振了市场信心。</p><p>报告显示，iPhone 17系列在中国和美国市场的早期销售极为强劲，销量较iPhone 16系列高出14%。其中，iPhone 17基本款在中国市场表现格外突出，销量几乎翻了一番；而高端机型iPhone 17 Pro Max在美国的需求增速最为迅猛。</p><p>iPhone 17基础款采用“加量不加价”策略，在芯片、屏幕、存储和摄像头升级的同时，执行256GB版本5999元、512GB版本7999元的定价。而上代产品iPhone 16标准版发售初期256GB版本售价为5499元，512GB版本售价为8999元。</p><p>在美国市场，无线运营商为吸引高价值用户推出的补贴政策，极大地推动了iPhone 17 Pro Max的销量，基础款iPhone 17则凭借价格与性能的良好平衡吸引了不少消费者。市场普遍认为，iPhone 17系列的超预期需求，引发了外界对于期待已久的换机潮的乐观预期，成为近期苹果股价走强的主要驱动力。</p><p>针对销量欠佳的iPhone Air超薄机型，日本瑞穗证券最新报告显示，由于实际销量低于预期，苹果已决定将该机型产量削减100万台，并将产能转移至其他畅销机型。调整后，整个17系列年度<span>出货</span>预期从8800万台上调至9400万台，预计生产工作将于2026年初完成。</p><p>随着苹果市值重回美国第二，市场对科技股的关注再度升温。即将到来的美股财报季中，特斯拉将于周三盘后发布三季度财报，苹果、微软等科技巨头也将陆续披露季度业绩，这些财报表现或将为科技股后续走势提供关键指引。</p><p><strong>未经授权 禁止转载</strong></p><img src=\"https://mmbiz.qpic.cn/mmbiz_gif/l4sfibEYR5pUf979ZOSA6TqRcPELjZicZo5sJYxcicsfdcNjPpiaE8S9RyQJET6FF1iaqnx3ptoXFnx3UgCsIn6wE3w/640?wx_fmt=gif\"/></article></body></html>","source":"tencent","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>苹果反超微软再成美国第二大市值公司</title>\n<style 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}\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\">\n苹果反超微软再成美国第二大市值公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021094710a46b39a1&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：界面图库界面新闻记者 | 宋佳楠美东时间10月20日，美股高开高走，三大指数均涨超1%。纳指涨1.37%，道指涨1.12%，标普500指数涨1.07%。大型科技股普涨，苹果涨约4%，奈飞涨超3%，英特尔、Meta涨超2%，特斯拉、谷歌、亚马逊涨逾1%，微软小幅上涨，英伟达小幅下跌。这当中，苹果股价收盘报262.24美元，创下历史新高，总市值飙升至3.89万亿美元。凭借这一表现，苹果反超...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021094710a46b39a1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap 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Air超薄机型，日本瑞穗证券最新报告显示，由于实际销量低于预期，苹果已决定将该机型产量削减100万台，并将产能转移至其他畅销机型。调整后，整个17系列年度出货预期从8800万台上调至9400万台，预计生产工作将于2026年初完成。随着苹果市值重回美国第二，市场对科技股的关注再度升温。即将到来的美股财报季中，特斯拉将于周三盘后发布三季度财报，苹果、微软等科技巨头也将陆续披露季度业绩，这些财报表现或将为科技股后续走势提供关键指引。未经授权 禁止转载","news_type":1,"symbols_score_info":{"MSFT":1.5,"AAPL":1.5,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490891763069120,"gmtCreate":1760873799216,"gmtModify":1760873811415,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LVMUY\">$路易威登(LVMUY)$ </a> 感觉应该在买爱马仕！","listText":"<a href=\"https://laohu8.com/S/LVMUY\">$路易威登(LVMUY)$ </a> 感觉应该在买爱马仕！","text":"$路易威登(LVMUY)$ 感觉应该在买爱马仕！","images":[{"img":"https://static.tigerbbs.com/8f95334455a6e91dbe34e36f7ab01893","width":"1022","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490891763069120","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":486269359145728,"gmtCreate":1759746814807,"gmtModify":1759746993165,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"htmlText":"老虎证券买入怎么会显示借款？我账户资金明明足够，求大佬指点。","listText":"老虎证券买入怎么会显示借款？我账户资金明明足够，求大佬指点。","text":"老虎证券买入怎么会显示借款？我账户资金明明足够，求大佬指点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486269359145728","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444921869467704,"gmtCreate":1749645273951,"gmtModify":1749646804184,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"htmlText":"降低利好","listText":"降低利好","text":"降低利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444921869467704","repostId":"1137439527","repostType":2,"repost":{"id":"1137439527","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1749645041,"share":"https://www.laohu8.com/m/news/1137439527?lang=zh_CN&edition=full","pubTime":"2025-06-11 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Timiraos表示，<strong>汽车和服装价格下降，导致5月核心CPI的读数低于预期。</strong>一些预测者曾认为这两项在5月份会显示出关税的早期影响。</p><p style=\"text-align: justify;\">家具是经济学家曾认为会很快显现关税影响的品类之一。然而，本月“家具和寝具”的指数下跌了0.8%，<strong>创下去年12月以来的最弱读数</strong>。彭博社分析师Chris Anstey表示，这有可能是由于关税实施前，企业大量囤积库存所致。但无论如何，这确实引发了一些疑问。</p><p style=\"text-align: justify;\">能源指数在4月份上涨了0.7%之后，本月下跌了1%。其中，汽油指数环比下降2.6%，天然气价格也出现了下跌。但需要注意的是，电力成本却上涨了0.9%。</p><p style=\"text-align: justify;\"><strong>一连串低于预期的通胀数据进一步证明，消费者尚未感受到特朗普关税的全面冲击</strong>——这或许是因为最具惩罚性的关税被暂时搁置，亦或是企业目前自行消化了额外成本。然而，<strong>若高关税正式生效，企业将更难屏蔽成本压力</strong>，这也是经济学家预测未来几个月物价将显著上涨的主要原因之一。</p><p style=\"text-align: justify;\">风险在于，<strong>消费者仍在疫情后高通胀中挣扎，他们的容忍度有限，最终可能缩减开支。</strong>JM Smucker Co.以及Best Buy Co.认为这将侵蚀利润。与此同时，预测机构认为美国经济增长正在放缓。</p><p style=\"text-align: justify;\">某些受高关税影响更直接的品类已显现显著涨价。美国玩具价格创下自2023年以来的最大涨幅，而大家电成本则录得近五年来的最大增幅。</p><p></p></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 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-11 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美国CPI全线爆冷，交易员加大对美联储降息9月降息的押注</p></blockquote><p>周三，美国公布5月CPI数据，该数据全线低于预期。</p><p style=\"text-align: justify;\">美国5月未季调<strong>CPI年率</strong>录得2.4%，市场预期为2.5%。美国5月未季调<strong>CPI月率</strong>录得0.1%，市场预期为0.2%。美国5月未季调<strong>核心CPI年率</strong>录得2.8%，市场预期为2.9%。美国5月季调后<strong>核心CPI月率</strong>录得0.1%，市场预期为0.3%。</p><p>数据公布后，美股期指涨幅扩大；现货黄金短线冲高12美元，突破3360美元/盎司，为6月6日来首次；美元指数短线下挫超30点；欧元兑美元、英镑兑美元短线走高近50点。</p><p><strong>交易员加大对美联储降息9月降息的押注，并基本预计今年将降息两次。</strong>市场预期美联储未来一年将累计降息77个基点，到12月累计降息48个基点，此前预期未来一年降息67个基点，到12月降息42个基点。</p><p style=\"text-align: justify;\">投资者和经济学家将特别关注政策制定者更新的经济预测，因为3月份的预测发布时，尚未出现4月2日宣布关税及后续暂停最激进征税的情况。</p><p style=\"text-align: justify;\">“美联储传声筒” Nick Timiraos表示，<strong>汽车和服装价格下降，导致5月核心CPI的读数低于预期。</strong>一些预测者曾认为这两项在5月份会显示出关税的早期影响。</p><p style=\"text-align: justify;\">家具是经济学家曾认为会很快显现关税影响的品类之一。然而，本月“家具和寝具”的指数下跌了0.8%，<strong>创下去年12月以来的最弱读数</strong>。彭博社分析师Chris Anstey表示，这有可能是由于关税实施前，企业大量囤积库存所致。但无论如何，这确实引发了一些疑问。</p><p style=\"text-align: justify;\">能源指数在4月份上涨了0.7%之后，本月下跌了1%。其中，汽油指数环比下降2.6%，天然气价格也出现了下跌。但需要注意的是，电力成本却上涨了0.9%。</p><p style=\"text-align: justify;\"><strong>一连串低于预期的通胀数据进一步证明，消费者尚未感受到特朗普关税的全面冲击</strong>——这或许是因为最具惩罚性的关税被暂时搁置，亦或是企业目前自行消化了额外成本。然而，<strong>若高关税正式生效，企业将更难屏蔽成本压力</strong>，这也是经济学家预测未来几个月物价将显著上涨的主要原因之一。</p><p style=\"text-align: justify;\">风险在于，<strong>消费者仍在疫情后高通胀中挣扎，他们的容忍度有限，最终可能缩减开支。</strong>JM Smucker Co.以及Best Buy Co.认为这将侵蚀利润。与此同时，预测机构认为美国经济增长正在放缓。</p><p style=\"text-align: justify;\">某些受高关税影响更直接的品类已显现显著涨价。美国玩具价格创下自2023年以来的最大涨幅，而大家电成本则录得近五年来的最大增幅。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{".SPX":"S&P 500 Index","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137439527","content_text":"美国CPI全线爆冷，交易员加大对美联储降息9月降息的押注周三，美国公布5月CPI数据，该数据全线低于预期。美国5月未季调CPI年率录得2.4%，市场预期为2.5%。美国5月未季调CPI月率录得0.1%，市场预期为0.2%。美国5月未季调核心CPI年率录得2.8%，市场预期为2.9%。美国5月季调后核心CPI月率录得0.1%，市场预期为0.3%。数据公布后，美股期指涨幅扩大；现货黄金短线冲高12美元，突破3360美元/盎司，为6月6日来首次；美元指数短线下挫超30点；欧元兑美元、英镑兑美元短线走高近50点。交易员加大对美联储降息9月降息的押注，并基本预计今年将降息两次。市场预期美联储未来一年将累计降息77个基点，到12月累计降息48个基点，此前预期未来一年降息67个基点，到12月降息42个基点。投资者和经济学家将特别关注政策制定者更新的经济预测，因为3月份的预测发布时，尚未出现4月2日宣布关税及后续暂停最激进征税的情况。“美联储传声筒” Nick Timiraos表示，汽车和服装价格下降，导致5月核心CPI的读数低于预期。一些预测者曾认为这两项在5月份会显示出关税的早期影响。家具是经济学家曾认为会很快显现关税影响的品类之一。然而，本月“家具和寝具”的指数下跌了0.8%，创下去年12月以来的最弱读数。彭博社分析师Chris Anstey表示，这有可能是由于关税实施前，企业大量囤积库存所致。但无论如何，这确实引发了一些疑问。能源指数在4月份上涨了0.7%之后，本月下跌了1%。其中，汽油指数环比下降2.6%，天然气价格也出现了下跌。但需要注意的是，电力成本却上涨了0.9%。一连串低于预期的通胀数据进一步证明，消费者尚未感受到特朗普关税的全面冲击——这或许是因为最具惩罚性的关税被暂时搁置，亦或是企业目前自行消化了额外成本。然而，若高关税正式生效，企业将更难屏蔽成本压力，这也是经济学家预测未来几个月物价将显著上涨的主要原因之一。风险在于，消费者仍在疫情后高通胀中挣扎，他们的容忍度有限，最终可能缩减开支。JM Smucker Co.以及Best Buy Co.认为这将侵蚀利润。与此同时，预测机构认为美国经济增长正在放缓。某些受高关税影响更直接的品类已显现显著涨价。美国玩具价格创下自2023年以来的最大涨幅，而大家电成本则录得近五年来的最大增幅。","news_type":1,"symbols_score_info":{".DJI":1,"SPY":1,"TQQQ":1,"NQmain":1,"SQQQ":1,".SPX":1,"YMmain":1,"ESmain":1,"QQQ":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667358964,"gmtCreate":1668589641458,"gmtModify":1668589778921,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"htmlText":"不及预期。","listText":"不及预期。","text":"不及预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667358964","repostId":"1145328290","repostType":4,"isVote":1,"tweetType":1,"viewCount":4455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876968150,"gmtCreate":1637249762045,"gmtModify":1637249762045,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"htmlText":"阿里巴巴太拉夸了","listText":"阿里巴巴太拉夸了","text":"阿里巴巴太拉夸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876968150","repostId":"1179657168","repostType":2,"repost":{"id":"1179657168","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637249349,"share":"https://www.laohu8.com/m/news/1179657168?lang=zh_CN&edition=full","pubTime":"2021-11-18 23:29","market":"us","language":"zh","title":"部分中概股跌幅扩大，唯品会跌超17%，阿里巴巴跌11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179657168","media":"老虎资讯综合","summary":"周四美股盘中，部分中概股跌幅扩大，截至发稿，掌门教育跌超30%，唯品会跌超17%，阿里巴巴跌11%，雾芯科技跌近10%，拼多多跌6%，虎牙、百度跌约5.5%，腾讯音乐跌5%。","content":"<p>周四美股盘中，部分中概股跌幅扩大，截至发稿，<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>跌超30%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超17%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌11%，雾芯科技跌近10%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌6%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、百度跌约5.5%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌5%。</p>\n<p><img src=\"https://static.tigerbbs.com/747461fa8d7712f854050610c536f3d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/a31662aa4fe40dc0be503e9900d78e68\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","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>部分中概股跌幅扩大，唯品会跌超17%，阿里巴巴跌11%</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{ 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}\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\">\n部分中概股跌幅扩大，唯品会跌超17%，阿里巴巴跌11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-18 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四美股盘中，部分中概股跌幅扩大，截至发稿，<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>跌超30%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超17%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌11%，雾芯科技跌近10%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌6%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、百度跌约5.5%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌5%。</p>\n<p><img src=\"https://static.tigerbbs.com/747461fa8d7712f854050610c536f3d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/a31662aa4fe40dc0be503e9900d78e68\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BABA":"阿里巴巴","VIPS":"唯品会","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179657168","content_text":"周四美股盘中，部分中概股跌幅扩大，截至发稿，掌门教育跌超30%，唯品会跌超17%，阿里巴巴跌11%，雾芯科技跌近10%，拼多多跌6%，虎牙、百度跌约5.5%，腾讯音乐跌5%。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"VIPS":0.9}},"isVote":1,"tweetType":1,"viewCount":5406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":876968150,"gmtCreate":1637249762045,"gmtModify":1637249762045,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"141819716750394","idStr":"141819716750394"},"themes":[],"htmlText":"阿里巴巴太拉夸了","listText":"阿里巴巴太拉夸了","text":"阿里巴巴太拉夸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876968150","repostId":"1179657168","repostType":2,"repost":{"id":"1179657168","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637249349,"share":"https://www.laohu8.com/m/news/1179657168?lang=zh_CN&edition=full","pubTime":"2021-11-18 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href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-18 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四美股盘中，部分中概股跌幅扩大，截至发稿，<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>跌超30%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超17%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌11%，雾芯科技跌近10%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌6%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、百度跌约5.5%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌5%。</p>\n<p><img src=\"https://static.tigerbbs.com/747461fa8d7712f854050610c536f3d2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/a31662aa4fe40dc0be503e9900d78e68\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BABA":"阿里巴巴","VIPS":"唯品会","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179657168","content_text":"周四美股盘中，部分中概股跌幅扩大，截至发稿，掌门教育跌超30%，唯品会跌超17%，阿里巴巴跌11%，雾芯科技跌近10%，拼多多跌6%，虎牙、百度跌约5.5%，腾讯音乐跌5%。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"VIPS":0.9}},"isVote":1,"tweetType":1,"viewCount":5406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532053289579968,"gmtCreate":1770914908065,"gmtModify":1770915480080,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"141819716750394","idStr":"141819716750394"},"themes":[],"title":"","htmlText":"牛逼。。","listText":"牛逼。。","text":"牛逼。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532053289579968","repostId":"2610492229","repostType":2,"repost":{"id":"2610492229","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1770888775,"share":"https://www.laohu8.com/m/news/2610492229?lang=zh_CN&edition=full","pubTime":"2026-02-12 17:32","market":"us","language":"zh","title":"爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610492229","media":"华尔街见闻","summary":"奢侈品寒冬中爱马仕再现“逆风稳跑”。地区方面，美洲市场劲增12.1%超预期，美消费者对顶级奢侈品的购买力仍在。产品方面，皮具部门有机增长14.6%，核心单品供不应求。受益于超高净值客群的粘性，公司全年营业利润率攀升至41%，同时宣布2026年提价5%-6%。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HESAY\">爱马仕</a>在奢侈品行业整体降温的背景下，<strong>受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压</strong>，再次交出一份“稳中偏强”的成绩单。</p><p>2月12日，法国奢侈品巨头爱马仕发布2025年第四季度及全年财报，<strong>公司四季度营收按不变汇率增长9.8%，不仅延续了稳定增速，也高于Visible Alpha汇总的分析师一致预期（8.4%）。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b72a17a653821b7f0852fe3f5829bec7\" tg-width=\"2036\" tg-height=\"1112\"/></p><p><strong>地区表现上，美洲（主要为美国）成为最大亮点，</strong>四季度销售按不变汇率增长12.1%，显著超出市场对约9%增速的预期；日本需求同样强劲，继续支撑集团在全球范围内的韧性增长。</p><p><strong>产品结构方面，贡献主要利润的皮具与马具部门（涵盖Birkin、Kelly等核心品类）有机增长14.6%</strong>，再度跑在集团平均增速之前，显示“稀缺供给+强品牌力”的商业模式在放缓周期中更具防御性。</p><p>盈利能力也继续抬升：公司全年营业利润达65.7亿欧元（约合77.9亿美元），<strong>营业利润率41%，小幅高于市场预期的40%。</strong>同时，爱马仕宣布将派发每股18欧元股息。管理层表示将“带着信心”进入2026年，但<strong>今年提价幅度预计降至5%-6%，低于2025年的6%-7%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49411bff8098f259d2e1088e5b2c0f5a\" tg-width=\"1464\" tg-height=\"726\"/></p><h2 id=\"id_1802942445\">收入端：四季度9.8%按不变汇率增长，继续“逆风稳跑”</h2><p>本次财报最核心的信息在于：<strong>在同行普遍面临需求走弱、提价空间收缩的环境中，爱马仕仍能实现接近两位数的四季度增长</strong>，并且超预期。</p><p>路透指出，公司受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，这使其在行业放缓期的抗压能力显著强于多数奢侈品牌。</p><p>全年营业利润65.7亿欧元、利润率41%，略高于市场预期的40%，<strong>对比多数奢侈品牌在折扣、渠道调整与营销投入中承压，爱马仕的利润率超预期更像是其商业模式（稀缺供给、强品牌力、产品结构偏高端）的自然结果。</strong></p><p>此前，开云集团周二公布，第四季度销售额为39亿欧元，经汇率调整后同比下降3%，旗舰品牌Gucci销售下降10%，为连续第10个季度下滑，但表现好于市场预期的12%跌幅。</p><h2 id=\"id_3214749124\">区域表现：美洲12.1%超预期，美国需求再验证</h2><p>美洲销售增长12.1%是财报的“意外之喜”，不仅高于一致预期，也意味着在关键消费市场，美国对顶级奢侈品的购买力仍在。对投资者而言，这一数据的重要性在于：<strong>当中高端消费摇摆时，头部品牌能否在美国维持动能，往往决定了全年增长的下限。</strong></p><p>此外，日本市场的强劲表现也被管理层与报道重点提及。日元与旅游消费、以及当地对高端皮具与配饰的结构性需求，仍是爱马仕近年相对确定的增量来源之一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccc7d07f29607f1fa82a0048b3eaa25e\" tg-width=\"2098\" tg-height=\"1150\"/></p><h2 id=\"id_1738778582\">品类结构：皮具部门14.6%有机增长，核心引擎未见松动</h2><p><strong>皮具与马具部门是爱马仕利润“压舱石”，也是品牌稀缺性与定价权最集中的品类。</strong>本季度该部门有机增长14.6%，显著快于集团整体，说明高端包袋等核心单品仍处于供不应求、价格与配货体系依旧稳固。</p><p>在行业层面，这也解释了为何爱马仕能更好地穿越周期：当需求走弱时，依赖Logo与潮流驱动的品类更容易波动，而以极强工艺壁垒与产能节奏控制为特征的顶奢皮具，更容易守住增长与利润率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b292116dd3251747a3cd60e916d8f3e\" tg-width=\"2100\" tg-height=\"1134\"/></p><h2 id=\"id_2068059610\">定价策略：2026年提价放缓至5%-6%，但“价格”仍是关键变量</h2><p>CEO Axel Dumas表示，<strong>今年提价幅度预计约5%-6%，较2025年的6%-7%有所放缓，并将原因部分归结为汇率变化。</strong></p><p>奢侈品行业过去几年普遍依赖提价来对冲成本、维持增长，但随着需求降温，很多品牌已经“踩刹车”。爱马仕虽同样放缓提价节奏，但仍维持相对明确的年度提价规划，反映其对客户承受力与品牌溢价的信心。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师也指出，爱马仕今年的提价执行将是影响增长前景的关键因素之一：在供给相对受控的前提下，价格仍是公司营收与利润弹性的核心杠杆。</p><h2 id=\"id_1551678353\">接下来市场会看什么：美国动能、提价兑现与供给节奏</h2><p>展望2026年，市场焦点将集中在三点：</p><p>1、美洲高增长能否延续，尤其在美国宏观与高端消费边际变化下。</p><p>2、5%-6%提价在不同地区与品类的落地效果，以及是否会对销量与等待名单产生扰动。</p><p>3、在订单积压较长的背景下，爱马仕如何平衡扩产与稀缺性管理，继续把“供给节奏”转化为长期定价权。</p></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>爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%</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\">\n爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-12 17:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765593><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>爱马仕在奢侈品行业整体降温的背景下，受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，再次交出一份“稳中偏强”的成绩单。2月12日，法国奢侈品巨头爱马仕发布2025年第四季度及全年财报，公司四季度营收按不变汇率增长9.8%，不仅延续了稳定增速，也高于Visible Alpha汇总的分析师一致预期（8.4%）。地区表现上，美洲（主要为美国）成为最大亮点，四季度销售按不变汇率增长...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765593\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec51452295ac0124dcdc8a4db5658674","relate_stocks":{"HESAY":"爱马仕"},"source_url":"https://wallstreetcn.com/articles/3765593","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610492229","content_text":"爱马仕在奢侈品行业整体降温的背景下，受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，再次交出一份“稳中偏强”的成绩单。2月12日，法国奢侈品巨头爱马仕发布2025年第四季度及全年财报，公司四季度营收按不变汇率增长9.8%，不仅延续了稳定增速，也高于Visible Alpha汇总的分析师一致预期（8.4%）。地区表现上，美洲（主要为美国）成为最大亮点，四季度销售按不变汇率增长12.1%，显著超出市场对约9%增速的预期；日本需求同样强劲，继续支撑集团在全球范围内的韧性增长。产品结构方面，贡献主要利润的皮具与马具部门（涵盖Birkin、Kelly等核心品类）有机增长14.6%，再度跑在集团平均增速之前，显示“稀缺供给+强品牌力”的商业模式在放缓周期中更具防御性。盈利能力也继续抬升：公司全年营业利润达65.7亿欧元（约合77.9亿美元），营业利润率41%，小幅高于市场预期的40%。同时，爱马仕宣布将派发每股18欧元股息。管理层表示将“带着信心”进入2026年，但今年提价幅度预计降至5%-6%，低于2025年的6%-7%。收入端：四季度9.8%按不变汇率增长，继续“逆风稳跑”本次财报最核心的信息在于：在同行普遍面临需求走弱、提价空间收缩的环境中，爱马仕仍能实现接近两位数的四季度增长，并且超预期。路透指出，公司受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，这使其在行业放缓期的抗压能力显著强于多数奢侈品牌。全年营业利润65.7亿欧元、利润率41%，略高于市场预期的40%，对比多数奢侈品牌在折扣、渠道调整与营销投入中承压，爱马仕的利润率超预期更像是其商业模式（稀缺供给、强品牌力、产品结构偏高端）的自然结果。此前，开云集团周二公布，第四季度销售额为39亿欧元，经汇率调整后同比下降3%，旗舰品牌Gucci销售下降10%，为连续第10个季度下滑，但表现好于市场预期的12%跌幅。区域表现：美洲12.1%超预期，美国需求再验证美洲销售增长12.1%是财报的“意外之喜”，不仅高于一致预期，也意味着在关键消费市场，美国对顶级奢侈品的购买力仍在。对投资者而言，这一数据的重要性在于：当中高端消费摇摆时，头部品牌能否在美国维持动能，往往决定了全年增长的下限。此外，日本市场的强劲表现也被管理层与报道重点提及。日元与旅游消费、以及当地对高端皮具与配饰的结构性需求，仍是爱马仕近年相对确定的增量来源之一。品类结构：皮具部门14.6%有机增长，核心引擎未见松动皮具与马具部门是爱马仕利润“压舱石”，也是品牌稀缺性与定价权最集中的品类。本季度该部门有机增长14.6%，显著快于集团整体，说明高端包袋等核心单品仍处于供不应求、价格与配货体系依旧稳固。在行业层面，这也解释了为何爱马仕能更好地穿越周期：当需求走弱时，依赖Logo与潮流驱动的品类更容易波动，而以极强工艺壁垒与产能节奏控制为特征的顶奢皮具，更容易守住增长与利润率。定价策略：2026年提价放缓至5%-6%，但“价格”仍是关键变量CEO Axel Dumas表示，今年提价幅度预计约5%-6%，较2025年的6%-7%有所放缓，并将原因部分归结为汇率变化。奢侈品行业过去几年普遍依赖提价来对冲成本、维持增长，但随着需求降温，很多品牌已经“踩刹车”。爱马仕虽同样放缓提价节奏，但仍维持相对明确的年度提价规划，反映其对客户承受力与品牌溢价的信心。摩根大通分析师也指出，爱马仕今年的提价执行将是影响增长前景的关键因素之一：在供给相对受控的前提下，价格仍是公司营收与利润弹性的核心杠杆。接下来市场会看什么：美国动能、提价兑现与供给节奏展望2026年，市场焦点将集中在三点：1、美洲高增长能否延续，尤其在美国宏观与高端消费边际变化下。2、5%-6%提价在不同地区与品类的落地效果，以及是否会对销量与等待名单产生扰动。3、在订单积压较长的背景下，爱马仕如何平衡扩产与稀缺性管理，继续把“供给节奏”转化为长期定价权。","news_type":1,"symbols_score_info":{"HESAY":1.5}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502613862699088,"gmtCreate":1763736913348,"gmtModify":1763736915629,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"141819716750394","idStr":"141819716750394"},"themes":[],"title":"","htmlText":"作为股东荣幸见证历史[吃瓜]&nbsp;&nbsp;","listText":"作为股东荣幸见证历史[吃瓜]&nbsp;&nbsp;","text":"作为股东荣幸见证历史[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502613862699088","repostId":"1119870169","repostType":4,"repost":{"id":"1119870169","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1763736694,"share":"https://www.laohu8.com/m/news/1119870169?lang=zh_CN&edition=full","pubTime":"2025-11-21 22:51","market":"us","language":"zh","title":"礼来成为全球首家市值突破1万亿美元的医疗保健公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1119870169","media":"老虎资讯综合","summary":"11月21日，$礼来(LLY)$涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。","content":"<html><head></head><body><p>11月21日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。今年以来，礼来股价累计上涨38%。至此，美股万亿美元市值公司升至11家。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6aed5238b6cd662f958053a495ffbe0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>凭借其GLP-1类药物的压倒性优势，礼来正迅速拉开与竞争对手的差距。</p><p style=\"text-align: start;\">最新的市场动态显示，礼来已在这场竞争中取得决定性领先。其减肥药Zepbound尽管在2023年底才上市，但随着产能的提升和新临床数据的出现，已成功超越诺和诺德的Wegovy，占据了新增肥胖症药物处方的绝大多数份额。</p><p>近期与特朗普政府达成的一项协议，通过降价换取了更广泛的联邦医保（Medicare）和潜在的医疗补助计划（Medicaid）覆盖，此举有望为其减肥药带来约4000万名新患者，极大地拓宽了市场基础。</p></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\" 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}\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\">\n礼来成为全球首家市值突破1万亿美元的医疗保健公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-21 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。今年以来，礼来股价累计上涨38%。至此，美股万亿美元市值公司升至11家。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6aed5238b6cd662f958053a495ffbe0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>凭借其GLP-1类药物的压倒性优势，礼来正迅速拉开与竞争对手的差距。</p><p style=\"text-align: start;\">最新的市场动态显示，礼来已在这场竞争中取得决定性领先。其减肥药Zepbound尽管在2023年底才上市，但随着产能的提升和新临床数据的出现，已成功超越诺和诺德的Wegovy，占据了新增肥胖症药物处方的绝大多数份额。</p><p>近期与特朗普政府达成的一项协议，通过降价换取了更广泛的联邦医保（Medicare）和潜在的医疗补助计划（Medicaid）覆盖，此举有望为其减肥药带来约4000万名新患者，极大地拓宽了市场基础。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"LLY":"礼来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119870169","content_text":"11月21日，礼来涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。今年以来，礼来股价累计上涨38%。至此，美股万亿美元市值公司升至11家。凭借其GLP-1类药物的压倒性优势，礼来正迅速拉开与竞争对手的差距。最新的市场动态显示，礼来已在这场竞争中取得决定性领先。其减肥药Zepbound尽管在2023年底才上市，但随着产能的提升和新临床数据的出现，已成功超越诺和诺德的Wegovy，占据了新增肥胖症药物处方的绝大多数份额。近期与特朗普政府达成的一项协议，通过降价换取了更广泛的联邦医保（Medicare）和潜在的医疗补助计划（Medicaid）覆盖，此举有望为其减肥药带来约4000万名新患者，极大地拓宽了市场基础。","news_type":1,"symbols_score_info":{"LLY":1.5}},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502547740086984,"gmtCreate":1763720691433,"gmtModify":1763720693878,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"141819716750394","idStr":"141819716750394"},"themes":[],"title":"","htmlText":"格局要大[胜利]&nbsp;&nbsp;","listText":"格局要大[胜利]&nbsp;&nbsp;","text":"格局要大[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502547740086984","repostId":"1190305140","repostType":2,"repost":{"id":"1190305140","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1763704390,"share":"https://www.laohu8.com/m/news/1190305140?lang=zh_CN&edition=full","pubTime":"2025-11-21 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Eli Lilly & Co 的董事，于2025年11月19日进行了多项股票出售活动，总计减持167,526股普通股。此次密集减持可能表明公司当前股价较高，需引起投资者关注。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190305140","content_text":"Lilly Endowment Inc作为 Eli Lilly & Co 的董事，于2025年11月19日进行了多项股票出售活动，总计减持167,526股普通股。此次密集减持可能表明公司当前股价较高，需引起投资者关注。","news_type":1,"symbols_score_info":{"LLY":1}},"isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502244769284400,"gmtCreate":1763637190366,"gmtModify":1763637192684,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"141819716750394","idStr":"141819716750394"},"themes":[],"title":"","htmlText":"明年主角亚马逊","listText":"明年主角亚马逊","text":"明年主角亚马逊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502244769284400","repostId":"1118814313","repostType":4,"repost":{"id":"1118814313","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1763633737,"share":"https://www.laohu8.com/m/news/1118814313?lang=zh_CN&edition=full","pubTime":"2025-11-20 18:15","market":"us","language":"zh","title":"一图看懂 | 标普500十大成分股年内涨幅，谷歌居首，特斯拉“原地踏步”","url":"https://stock-news.laohu8.com/highlight/detail?id=1118814313","media":"老虎资讯综合","summary":"美股巨头们今年的表现已拉开差距。","content":"<html><head></head><body><p>时近岁末，美股巨头们今年的表现也已拉开差距。在标普500指数前十大市值成分股中，借巴菲特Q3建仓及Gemini 3 Pro强势发布的东风， <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 年内涨幅达到54%，月线已经8连阳。 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 、 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 作为AI芯片行情的代表，涨幅紧随其后。 <a href=\"https://laohu8.com/S/LLY\">礼来</a> 进一步巩固在减肥药市场的领先地位，年内至今涨幅力压微软、苹果。</p><p>科技七巨头中，Meta、亚马逊微涨， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 则在年内“原地踏步”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb361dcf1b467b4ce7316cd2635a540\" title=\"\" tg-width=\"1080\" tg-height=\"1350\"/></p></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>一图看懂 | 标普500十大成分股年内涨幅，谷歌居首，特斯拉“原地踏步”</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\">\n一图看懂 | 标普500十大成分股年内涨幅，谷歌居首，特斯拉“原地踏步”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-20 18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>时近岁末，美股巨头们今年的表现也已拉开差距。在标普500指数前十大市值成分股中，借巴菲特Q3建仓及Gemini 3 Pro强势发布的东风， <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 年内涨幅达到54%，月线已经8连阳。 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 、 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 作为AI芯片行情的代表，涨幅紧随其后。 <a href=\"https://laohu8.com/S/LLY\">礼来</a> 进一步巩固在减肥药市场的领先地位，年内至今涨幅力压微软、苹果。</p><p>科技七巨头中，Meta、亚马逊微涨， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 则在年内“原地踏步”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb361dcf1b467b4ce7316cd2635a540\" title=\"\" tg-width=\"1080\" tg-height=\"1350\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/591f197978533795137daedf87e7f110","relate_stocks":{"BRK.B":"伯克希尔B","AAPL":"苹果","AMZN":"亚马逊","GOOG":"谷歌","AVGO":"博通","TSLA":"特斯拉","MSFT":"微软","META":"Meta Platforms, Inc.","NVDA":"英伟达","LLY":"礼来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118814313","content_text":"时近岁末，美股巨头们今年的表现也已拉开差距。在标普500指数前十大市值成分股中，借巴菲特Q3建仓及Gemini 3 Pro强势发布的东风， 谷歌 年内涨幅达到54%，月线已经8连阳。 博通 、 英伟达 作为AI芯片行情的代表，涨幅紧随其后。 礼来 进一步巩固在减肥药市场的领先地位，年内至今涨幅力压微软、苹果。科技七巨头中，Meta、亚马逊微涨， 特斯拉 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很荣幸作为股东见证五万亿美元历史","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494452418273752","isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494122283745360,"gmtCreate":1761662019898,"gmtModify":1761662022150,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"141819716750394","idStr":"141819716750394"},"themes":[],"htmlText":"集体完蛋","listText":"集体完蛋","text":"集体完蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494122283745360","repostId":"1169097054","repostType":2,"repost":{"id":"1169097054","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761661302,"share":"https://www.laohu8.com/m/news/1169097054?lang=zh_CN&edition=full","pubTime":"2025-10-28 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22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月28日，美股邮轮股盘中普跌，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>跌超9%，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b1dacdfdfd5f11df26b8f4e00eca8eb\" tg-width=\"443\" tg-height=\"171\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"RCL":"皇家加勒比邮轮","CCL":"嘉年华邮轮","NCLH":"挪威邮轮"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169097054","content_text":"10月28日，美股邮轮股盘中普跌，皇家加勒比邮轮跌超9%，嘉年华邮轮、挪威邮轮跌超5%。","news_type":1,"symbols_score_info":{"NCLH":1.1,"RCL":1.1,"CCL":1.1}},"isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493701889794880,"gmtCreate":1761553799971,"gmtModify":1761553812025,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"141819716750394","idStr":"141819716750394"},"themes":[],"htmlText":"<a 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