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查尔其斤

查尔其斤

Robin Hood

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2021-04-28

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-10-21

其实在降价问题上批评特斯拉有点过了，Elon Musk 在多年前的TED访谈节目中就说过，刚出来的特斯拉会贵一点，等规模大了之后就会降价

抱歉，原内容已删除

2020-07-15

都靠谱

押注美国经济重启，迪士尼和星巴克哪家更靠谱？

2020-07-07

国内洪涝灾害如此严重，股市却狂飙突进，是否又是对韭菜的诱惑？还是因为IMF预测今年主要经济体只有中国的GDP会是正增长？加上各国央行的QE给市场注入流动性，导致资产价格上涨？

2020-06-29

今天恒指大跌，是对香港政府称“自治法案”对港金融机构不具法律效力的反应吗？

2020-04-11

形势严峻呀

2020-03-22

如果疫情能在短期内被延缓，之后又间歇性爆发，持续两年，如同帝国理工大学的专家预测的那样，股市会如何发展？

2020-03-07

如果新冠病毒🦠成为流感一样的常见病，人类该怎么办。

2019-09-14

指控美国联邦上诉法院周五再次提起诉讼，声称美国总统唐纳德·特朗普违反了美国宪法，从光顾其酒店和餐馆的国内外官员那里获利，这增加了对特朗普腐败问题的指控。2、德国央行行长：欧洲央行最新的刺激方案过火了德国央行行长Jens Weidmann对《图片报》表示，考虑到目前的经济形势，欧洲央行最新的货币刺激方案过火了。“从我的角度来看，

2019-09-10

2019年9月10日，是中国的教师节，同时也是马云55岁的生日。在这一天，马云将会交出中国最大电商平台的权杖——正式卸任阿里巴巴集团董事局主席。远离阿里巴巴的权力中心后，马云并不会去过天天太极拳的闲云野鹤日子，用他的话说，自己还年轻，没折腾够呢。爱折腾是马云的做事风格，毫不夸张地说，阿里巴巴能从20年前的微若尘埃，成长为市值超过4600亿美元的商业巨兽，既离不开中国经济崛起的供养，也和他带领团队不断折腾、不怕折腾有关。$阿里巴巴(BABA)$

2019-09-09

马云退休后发挥怎样的作用？

2019-09-08

贸易战又有新转机了？

2019-09-01

上帝啊，不要让香港被毁掉

2019-08-31

好市多，你到杭州也开一家吧

2019-08-30

现在看来刘大人是打了电话的，这几天的股市表现就是证明

2019-08-29

好市多在上海火爆说明了什么？中国还不富有$好市多(COST)$

2019-08-28

昨天美股走势说明贸易战影响明显

2019-08-25

川普去法国参加G7峰会了，会不会联合盟友对付中国

2019-08-24

川建国发一条推，股市就暴跌或暴跌

2019-08-22

Tyson food之所以从去年底的低点飙涨，得益于中国加大从美国的猪肉进口，因为非洲猪瘟在中国暴发，近期大涨又是中国加大了进口力度

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11:12","market":"us","language":"zh","title":"押注美国经济重启，迪士尼和星巴克哪家更靠谱？","url":"https://stock-news.laohu8.com/highlight/detail?id=2051732404","media":"英为财情Invest...","summary":"英为财情Investing.com -媒体娱乐巨头迪士尼  (NYSE:DIS)和全球咖啡零售连锁巨头星巴克(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务","content":"<html><body><article><p>英为财情Investing.com -媒体娱乐巨头<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>  (NYSE:DIS)和全球咖啡零售连锁巨头<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务在新冠疫情来势汹汹的2020年都遭到了严峻的打击——人们被迫“社交疏离”，咖啡店和主题公园都被迫歇业。</p><p>然而，随着全球经济的重新开放，眼看着消费者正在逐渐恢复正常生活，重新打开钱包，这两家公司也都受到了密切的关注。</p><p>对于投资者来说，这两只个股都可能会给投资者提供有吸引力的风险回报，尤其是在疫情走向相当大不确定性的情况下，下面我们将进一步为你解读：</p><p>迪士尼：重启步伐加快，“Disney+”被低估？</p><p>迪士尼目前正处于严重的低迷时期，由于新冠疫情的传播，公司的主题公园、度假村、电影院和油轮业务都处于关闭状态，核心业务遭受了严峻打击。</p><p>受到这一前所未有挑战的打击后，迪士尼公布的一季度营收减少了14亿美元，其中仅关闭的主题公园就损失了10亿美元，其余损失则来自别的部门。</p><p>尽管疫情对迪士尼的全球业务造成了毁灭性的打击，但是投资者近期又开始看好迪士尼的股票了，主要是因其“Disney+”流媒体业务和一些娱乐资产的重启都受到了华尔街投资者的看好。</p><p>这家总部位于加州Burbank的公司股价在3月中旬暴跌40%以后，目前已经大幅反弹，周二该股收于118.66美元，盘中交易时段涨2.10%，盘后续涨2.27%。</p><p>毋庸置疑的是，“Disney+”是公司黯淡前景下的一个亮点。在家庭套餐预订激增的推动下，这一业务正在迅速扩张。去年11月推出至今，它已经吸引了超过5600万用户。尽管尚未盈利，但是“Disney+”的强劲增长势头喜人，后市有望成为迪士尼的主要收入来源之一。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师Brett Feldman认为，预计迪士尼的主题公园和电影部分将会在疫情后完全恢复，而且投资者低估了“Disney+”的潜力，该服务预计到2025年可能会有多大1.5亿用户。</p><p>上周，迪士尼全球最大的主题乐园在关闭4个月后重启，而且迪士尼乐园业务的主席Josh D’amaro也表示，“当我们重新开放预订系统时，我们看到需求的爆发，而且这一需求变化不仅是在短期内出现，有望延续到2021年。”高盛给予迪士尼“买入”评级，目标价为137美元。</p><p>星巴克：前景仍充满不确定性，快取店推出将加快</p><p>新冠疫情的大流行也改变了美国人购买咖啡饮品和餐厅体验行为方式，这让咖啡连锁运营巨头星巴克的未来也充满了不确定性。</p><p>今年迄今为止，星巴克的股价已经下跌了15%，和很多同行相比，跌幅较小。该股周二收于72.73美元，涨幅0.11%，盘后交易时段上涨1.44%。</p><p>根据公司此前的业绩指引，第二季度预计销售额可能会减少至多32亿美元，同时营业收入减少至多22亿美元。</p><p>包括星巴克在内的食品连锁企业的前景仍然“风雨飘摇”，在后疫情时代，一些消费者可能会永久改变他们的行为，避免光顾餐厅消费。</p><p>尽管如此，星巴克仍旧是一家创新型的公司，其正在快速改变商业模式，以应对大流行病所带来的经济放缓。</p><p>其中，星巴克上个月对投资者表示，公司计划加速推出“快取店”（Pickup Store），该模式由移动端完成订购，店内不设座位。“我们最初计划在3-5年的时间内执行这一战略，但是目前客户的偏好快速变化，迫使我们加快这一概念的进程。”星巴克预计本财年将会在北美开店300家，这个数字是此前预估的50%左右，这包括在未来18个月关闭400家门店，同时“在不同地点开设更多新的、重新定位的门店，并采用创新的门店模式。”</p><p>总 结</p><p>迪士尼和星巴克在短期内恐怕无法很快恢复到此前的收入水平，直到新冠疫苗或者特效药出现。然而，这两家公司都拥有强大的资产负债表和品牌，它们应该能够承受住当前的低迷，并在疫情后得到控制后走出低迷。</p><p>迪士尼和星巴克五年或者更长时间的长线价值投资者或许希望趁当前股价低谷时买入，并长期持有它们的投资组合。</p><p>【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】</p><p>推荐阅读</p><p>快乐王国要重启了！迪士尼的股价会随之飙升吗？</p><p>财报前瞻：市场预期星巴克Q2营收同比下降近四成 每股亏损0.6美元</p><p>期权投资者对科技股狂热有增无减，押注<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>三个月内再涨50%</p><p>美国芯片股面临回调风险，所以正好逢低买入这两只芯片ETF？</p><p>（编译：李善文）</p></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>押注美国经济重启，迪士尼和星巴克哪家更靠谱？</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{ 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}\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押注美国经济重启，迪士尼和星巴克哪家更靠谱？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-15 11:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007151201377951e88d&s=b><strong>英为财情Invest...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英为财情Investing.com -媒体娱乐巨头迪士尼  (NYSE:DIS)和全球咖啡零售连锁巨头星巴克(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务在新冠疫情来势汹汹的2020年都遭到了严峻的打击——人们被迫“社交疏离”，咖啡店和主题公园都被迫歇业。然而，随着全球经济的重新开放，眼看着消费者正在逐渐恢复正常生活，重新打开钱包，这两家公司也都受到了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007151201377951e88d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c1fadd8574a6d09619fa1822daffdc2","relate_stocks":{"SBUX":"星巴克","DIS":"迪士尼"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007151201377951e88d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2051732404","content_text":"英为财情Investing.com -媒体娱乐巨头迪士尼  (NYSE:DIS)和全球咖啡零售连锁巨头星巴克(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务在新冠疫情来势汹汹的2020年都遭到了严峻的打击——人们被迫“社交疏离”，咖啡店和主题公园都被迫歇业。然而，随着全球经济的重新开放，眼看着消费者正在逐渐恢复正常生活，重新打开钱包，这两家公司也都受到了密切的关注。对于投资者来说，这两只个股都可能会给投资者提供有吸引力的风险回报，尤其是在疫情走向相当大不确定性的情况下，下面我们将进一步为你解读：迪士尼：重启步伐加快，“Disney+”被低估？迪士尼目前正处于严重的低迷时期，由于新冠疫情的传播，公司的主题公园、度假村、电影院和油轮业务都处于关闭状态，核心业务遭受了严峻打击。受到这一前所未有挑战的打击后，迪士尼公布的一季度营收减少了14亿美元，其中仅关闭的主题公园就损失了10亿美元，其余损失则来自别的部门。尽管疫情对迪士尼的全球业务造成了毁灭性的打击，但是投资者近期又开始看好迪士尼的股票了，主要是因其“Disney+”流媒体业务和一些娱乐资产的重启都受到了华尔街投资者的看好。这家总部位于加州Burbank的公司股价在3月中旬暴跌40%以后，目前已经大幅反弹，周二该股收于118.66美元，盘中交易时段涨2.10%，盘后续涨2.27%。毋庸置疑的是，“Disney+”是公司黯淡前景下的一个亮点。在家庭套餐预订激增的推动下，这一业务正在迅速扩张。去年11月推出至今，它已经吸引了超过5600万用户。尽管尚未盈利，但是“Disney+”的强劲增长势头喜人，后市有望成为迪士尼的主要收入来源之一。高盛分析师Brett Feldman认为，预计迪士尼的主题公园和电影部分将会在疫情后完全恢复，而且投资者低估了“Disney+”的潜力，该服务预计到2025年可能会有多大1.5亿用户。上周，迪士尼全球最大的主题乐园在关闭4个月后重启，而且迪士尼乐园业务的主席Josh D’amaro也表示，“当我们重新开放预订系统时，我们看到需求的爆发，而且这一需求变化不仅是在短期内出现，有望延续到2021年。”高盛给予迪士尼“买入”评级，目标价为137美元。星巴克：前景仍充满不确定性，快取店推出将加快新冠疫情的大流行也改变了美国人购买咖啡饮品和餐厅体验行为方式，这让咖啡连锁运营巨头星巴克的未来也充满了不确定性。今年迄今为止，星巴克的股价已经下跌了15%，和很多同行相比，跌幅较小。该股周二收于72.73美元，涨幅0.11%，盘后交易时段上涨1.44%。根据公司此前的业绩指引，第二季度预计销售额可能会减少至多32亿美元，同时营业收入减少至多22亿美元。包括星巴克在内的食品连锁企业的前景仍然“风雨飘摇”，在后疫情时代，一些消费者可能会永久改变他们的行为，避免光顾餐厅消费。尽管如此，星巴克仍旧是一家创新型的公司，其正在快速改变商业模式，以应对大流行病所带来的经济放缓。其中，星巴克上个月对投资者表示，公司计划加速推出“快取店”（Pickup Store），该模式由移动端完成订购，店内不设座位。“我们最初计划在3-5年的时间内执行这一战略，但是目前客户的偏好快速变化，迫使我们加快这一概念的进程。”星巴克预计本财年将会在北美开店300家，这个数字是此前预估的50%左右，这包括在未来18个月关闭400家门店，同时“在不同地点开设更多新的、重新定位的门店，并采用创新的门店模式。”总 结迪士尼和星巴克在短期内恐怕无法很快恢复到此前的收入水平，直到新冠疫苗或者特效药出现。然而，这两家公司都拥有强大的资产负债表和品牌，它们应该能够承受住当前的低迷，并在疫情后得到控制后走出低迷。迪士尼和星巴克五年或者更长时间的长线价值投资者或许希望趁当前股价低谷时买入，并长期持有它们的投资组合。【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】推荐阅读快乐王国要重启了！迪士尼的股价会随之飙升吗？财报前瞻：市场预期星巴克Q2营收同比下降近四成 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11:12","market":"us","language":"zh","title":"押注美国经济重启，迪士尼和星巴克哪家更靠谱？","url":"https://stock-news.laohu8.com/highlight/detail?id=2051732404","media":"英为财情Invest...","summary":"英为财情Investing.com -媒体娱乐巨头迪士尼  (NYSE:DIS)和全球咖啡零售连锁巨头星巴克(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务","content":"<html><body><article><p>英为财情Investing.com -媒体娱乐巨头<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>  (NYSE:DIS)和全球咖啡零售连锁巨头<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务在新冠疫情来势汹汹的2020年都遭到了严峻的打击——人们被迫“社交疏离”，咖啡店和主题公园都被迫歇业。</p><p>然而，随着全球经济的重新开放，眼看着消费者正在逐渐恢复正常生活，重新打开钱包，这两家公司也都受到了密切的关注。</p><p>对于投资者来说，这两只个股都可能会给投资者提供有吸引力的风险回报，尤其是在疫情走向相当大不确定性的情况下，下面我们将进一步为你解读：</p><p>迪士尼：重启步伐加快，“Disney+”被低估？</p><p>迪士尼目前正处于严重的低迷时期，由于新冠疫情的传播，公司的主题公园、度假村、电影院和油轮业务都处于关闭状态，核心业务遭受了严峻打击。</p><p>受到这一前所未有挑战的打击后，迪士尼公布的一季度营收减少了14亿美元，其中仅关闭的主题公园就损失了10亿美元，其余损失则来自别的部门。</p><p>尽管疫情对迪士尼的全球业务造成了毁灭性的打击，但是投资者近期又开始看好迪士尼的股票了，主要是因其“Disney+”流媒体业务和一些娱乐资产的重启都受到了华尔街投资者的看好。</p><p>这家总部位于加州Burbank的公司股价在3月中旬暴跌40%以后，目前已经大幅反弹，周二该股收于118.66美元，盘中交易时段涨2.10%，盘后续涨2.27%。</p><p>毋庸置疑的是，“Disney+”是公司黯淡前景下的一个亮点。在家庭套餐预订激增的推动下，这一业务正在迅速扩张。去年11月推出至今，它已经吸引了超过5600万用户。尽管尚未盈利，但是“Disney+”的强劲增长势头喜人，后市有望成为迪士尼的主要收入来源之一。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师Brett Feldman认为，预计迪士尼的主题公园和电影部分将会在疫情后完全恢复，而且投资者低估了“Disney+”的潜力，该服务预计到2025年可能会有多大1.5亿用户。</p><p>上周，迪士尼全球最大的主题乐园在关闭4个月后重启，而且迪士尼乐园业务的主席Josh D’amaro也表示，“当我们重新开放预订系统时，我们看到需求的爆发，而且这一需求变化不仅是在短期内出现，有望延续到2021年。”高盛给予迪士尼“买入”评级，目标价为137美元。</p><p>星巴克：前景仍充满不确定性，快取店推出将加快</p><p>新冠疫情的大流行也改变了美国人购买咖啡饮品和餐厅体验行为方式，这让咖啡连锁运营巨头星巴克的未来也充满了不确定性。</p><p>今年迄今为止，星巴克的股价已经下跌了15%，和很多同行相比，跌幅较小。该股周二收于72.73美元，涨幅0.11%，盘后交易时段上涨1.44%。</p><p>根据公司此前的业绩指引，第二季度预计销售额可能会减少至多32亿美元，同时营业收入减少至多22亿美元。</p><p>包括星巴克在内的食品连锁企业的前景仍然“风雨飘摇”，在后疫情时代，一些消费者可能会永久改变他们的行为，避免光顾餐厅消费。</p><p>尽管如此，星巴克仍旧是一家创新型的公司，其正在快速改变商业模式，以应对大流行病所带来的经济放缓。</p><p>其中，星巴克上个月对投资者表示，公司计划加速推出“快取店”（Pickup Store），该模式由移动端完成订购，店内不设座位。“我们最初计划在3-5年的时间内执行这一战略，但是目前客户的偏好快速变化，迫使我们加快这一概念的进程。”星巴克预计本财年将会在北美开店300家，这个数字是此前预估的50%左右，这包括在未来18个月关闭400家门店，同时“在不同地点开设更多新的、重新定位的门店，并采用创新的门店模式。”</p><p>总 结</p><p>迪士尼和星巴克在短期内恐怕无法很快恢复到此前的收入水平，直到新冠疫苗或者特效药出现。然而，这两家公司都拥有强大的资产负债表和品牌，它们应该能够承受住当前的低迷，并在疫情后得到控制后走出低迷。</p><p>迪士尼和星巴克五年或者更长时间的长线价值投资者或许希望趁当前股价低谷时买入，并长期持有它们的投资组合。</p><p>【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】</p><p>推荐阅读</p><p>快乐王国要重启了！迪士尼的股价会随之飙升吗？</p><p>财报前瞻：市场预期星巴克Q2营收同比下降近四成 每股亏损0.6美元</p><p>期权投资者对科技股狂热有增无减，押注<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>三个月内再涨50%</p><p>美国芯片股面临回调风险，所以正好逢低买入这两只芯片ETF？</p><p>（编译：李善文）</p></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>押注美国经济重启，迪士尼和星巴克哪家更靠谱？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n押注美国经济重启，迪士尼和星巴克哪家更靠谱？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-15 11:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007151201377951e88d&s=b><strong>英为财情Invest...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英为财情Investing.com -媒体娱乐巨头迪士尼  (NYSE:DIS)和全球咖啡零售连锁巨头星巴克(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务在新冠疫情来势汹汹的2020年都遭到了严峻的打击——人们被迫“社交疏离”，咖啡店和主题公园都被迫歇业。然而，随着全球经济的重新开放，眼看着消费者正在逐渐恢复正常生活，重新打开钱包，这两家公司也都受到了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007151201377951e88d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c1fadd8574a6d09619fa1822daffdc2","relate_stocks":{"SBUX":"星巴克","DIS":"迪士尼"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007151201377951e88d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2051732404","content_text":"英为财情Investing.com -媒体娱乐巨头迪士尼  (NYSE:DIS)和全球咖啡零售连锁巨头星巴克(NASDAQ:SBUX)都被认为是美国消费主义的最佳代表。然而，正因如此，这两家巨头的业务在新冠疫情来势汹汹的2020年都遭到了严峻的打击——人们被迫“社交疏离”，咖啡店和主题公园都被迫歇业。然而，随着全球经济的重新开放，眼看着消费者正在逐渐恢复正常生活，重新打开钱包，这两家公司也都受到了密切的关注。对于投资者来说，这两只个股都可能会给投资者提供有吸引力的风险回报，尤其是在疫情走向相当大不确定性的情况下，下面我们将进一步为你解读：迪士尼：重启步伐加快，“Disney+”被低估？迪士尼目前正处于严重的低迷时期，由于新冠疫情的传播，公司的主题公园、度假村、电影院和油轮业务都处于关闭状态，核心业务遭受了严峻打击。受到这一前所未有挑战的打击后，迪士尼公布的一季度营收减少了14亿美元，其中仅关闭的主题公园就损失了10亿美元，其余损失则来自别的部门。尽管疫情对迪士尼的全球业务造成了毁灭性的打击，但是投资者近期又开始看好迪士尼的股票了，主要是因其“Disney+”流媒体业务和一些娱乐资产的重启都受到了华尔街投资者的看好。这家总部位于加州Burbank的公司股价在3月中旬暴跌40%以后，目前已经大幅反弹，周二该股收于118.66美元，盘中交易时段涨2.10%，盘后续涨2.27%。毋庸置疑的是，“Disney+”是公司黯淡前景下的一个亮点。在家庭套餐预订激增的推动下，这一业务正在迅速扩张。去年11月推出至今，它已经吸引了超过5600万用户。尽管尚未盈利，但是“Disney+”的强劲增长势头喜人，后市有望成为迪士尼的主要收入来源之一。高盛分析师Brett Feldman认为，预计迪士尼的主题公园和电影部分将会在疫情后完全恢复，而且投资者低估了“Disney+”的潜力，该服务预计到2025年可能会有多大1.5亿用户。上周，迪士尼全球最大的主题乐园在关闭4个月后重启，而且迪士尼乐园业务的主席Josh D’amaro也表示，“当我们重新开放预订系统时，我们看到需求的爆发，而且这一需求变化不仅是在短期内出现，有望延续到2021年。”高盛给予迪士尼“买入”评级，目标价为137美元。星巴克：前景仍充满不确定性，快取店推出将加快新冠疫情的大流行也改变了美国人购买咖啡饮品和餐厅体验行为方式，这让咖啡连锁运营巨头星巴克的未来也充满了不确定性。今年迄今为止，星巴克的股价已经下跌了15%，和很多同行相比，跌幅较小。该股周二收于72.73美元，涨幅0.11%，盘后交易时段上涨1.44%。根据公司此前的业绩指引，第二季度预计销售额可能会减少至多32亿美元，同时营业收入减少至多22亿美元。包括星巴克在内的食品连锁企业的前景仍然“风雨飘摇”，在后疫情时代，一些消费者可能会永久改变他们的行为，避免光顾餐厅消费。尽管如此，星巴克仍旧是一家创新型的公司，其正在快速改变商业模式，以应对大流行病所带来的经济放缓。其中，星巴克上个月对投资者表示，公司计划加速推出“快取店”（Pickup Store），该模式由移动端完成订购，店内不设座位。“我们最初计划在3-5年的时间内执行这一战略，但是目前客户的偏好快速变化，迫使我们加快这一概念的进程。”星巴克预计本财年将会在北美开店300家，这个数字是此前预估的50%左右，这包括在未来18个月关闭400家门店，同时“在不同地点开设更多新的、重新定位的门店，并采用创新的门店模式。”总 结迪士尼和星巴克在短期内恐怕无法很快恢复到此前的收入水平，直到新冠疫苗或者特效药出现。然而，这两家公司都拥有强大的资产负债表和品牌，它们应该能够承受住当前的低迷，并在疫情后得到控制后走出低迷。迪士尼和星巴克五年或者更长时间的长线价值投资者或许希望趁当前股价低谷时买入，并长期持有它们的投资组合。【本文来自英为财情Investing.com，阅读更多请登录cn.Investing.com或下载英为财情 App】推荐阅读快乐王国要重启了！迪士尼的股价会随之飙升吗？财报前瞻：市场预期星巴克Q2营收同比下降近四成 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