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红运当头588

红运当头588

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红运当头588

08-25

你们哪是打击幽灵外卖啊，你们是吸餐饮商家的血和脊髓

京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”

红运当头588

08-13

Replying to @一只没有耳朵一只没有尾巴:川普轻易收拾不了鲍威尔但是能收拾陈啊 [真香] [真香]//@一只没有耳朵一只没有尾巴:鲍威尔完全不妥协，他的位置照样没动。

红运当头588

07-31

吃着中国人的饭砸着中国人的碗，既恶心又恶毒

@康萨米:$英伟达(NVDA)$ 这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障

红运当头588

07-15

$特斯拉(TSLA)$ @小虎看单

红运当头588

07-10

红运当头588

07-09

我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西

红运当头588

07-09

Replying to @vision:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//@vision:为啥外卖成了兵家必争之地[疑问]

红运当头588

07-08

没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。

红运当头588

07-05

这篇文章不错，转发给大家看看

@Trader77:说好的兄弟情，转脸就撕？大漂亮法案到底坑了谁？

红运当头588

06-21

这篇文章不错，转发给大家看看

@蓝色高跟鞋:$阿里巴巴(BABA)$ 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。

红运当头588

05-29

扶不上墙的京东，这次脱手后坚决不在碰你

红运当头588

02-13

Replying to @攒股夫子:我也觉得东哥稍微会比那个什么兴的有点人性和底线//@攒股夫子:东哥不会像王兴那么下头

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。郭庆还指出，美团“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","JD":"京东","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE0008368742.USD":"首域中国增长基金I Acc","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS 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INC","BK4614":"Manus概念股","BK4579":"人工智能"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2562219173","content_text":"8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。郭庆还指出，美团“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动菜品合伙人招募。郭庆表示，七鲜小厨主要解决20元以下的餐品需求，打击的是“幽灵外卖”，而非竞争正餐市场。七鲜小厨首店上线一周，日均订单超1000单，3日复购率高于平均水平220%，带动周边3公里商圈内数千家餐厅总体订单环比增长12%。京东CEO许冉也曾表示，7月以来行业竞争加剧，但过度竞争行为未带来模式创新和增量价值，反而扰乱行业价格体系，给商家带来困扰，因此不可持续。京东目前主要精力集中在完善平台系统，提升用户、商家和骑手体验。京东将针对不同地域和用户群体提供更精细的促销策略，以提高规模效率、履约效率和系统能力。京东官方8月19日发布数据，截至目前，京东外卖全职骑手已突破15万人，公司为他们全部缴纳五险一金且承担所有费用，每人每月平均缴纳约2000元。","news_type":1,"symbols_score_info":{"09618":0.6,"JD":1}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467143652422040,"gmtCreate":1755065547848,"gmtModify":1755065550391,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4099470509812690\">@一只没有耳朵一只没有尾巴</a>:川普轻易收拾不了鲍威尔但是能收拾陈啊 [真香] [真香]//<a href=\"https://laohu8.com/U/4099470509812690\">@一只没有耳朵一只没有尾巴</a>:鲍威尔完全不妥协，他的位置照样没动。","listText":"Replying to <a href=\"https://laohu8.com/U/4099470509812690\">@一只没有耳朵一只没有尾巴</a>:川普轻易收拾不了鲍威尔但是能收拾陈啊 [真香] [真香]//<a href=\"https://laohu8.com/U/4099470509812690\">@一只没有耳朵一只没有尾巴</a>:鲍威尔完全不妥协，他的位置照样没动。","text":"Replying to @一只没有耳朵一只没有尾巴:川普轻易收拾不了鲍威尔但是能收拾陈啊 [真香] [真香]//@一只没有耳朵一只没有尾巴:鲍威尔完全不妥协，他的位置照样没动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/467143652422040","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"4099470509812690","authorIdStr":"4099470509812690"},"content":"美联储主席他还有动的可能，一家企业的CEO什么时候轮到总统来干涉了？完全没有任何法律依据。","text":"美联储主席他还有动的可能，一家企业的CEO什么时候轮到总统来干涉了？完全没有任何法律依据。","html":"美联储主席他还有动的可能，一家企业的CEO什么时候轮到总统来干涉了？完全没有任何法律依据。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462592621703592,"gmtCreate":1753943379671,"gmtModify":1753944448100,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"吃着中国人的饭砸着中国人的碗，既恶心又恶毒","listText":"吃着中国人的饭砸着中国人的碗，既恶心又恶毒","text":"吃着中国人的饭砸着中国人的碗，既恶心又恶毒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462592621703592","repostId":"462578419679584","repostType":1,"repost":{"id":462578419679584,"gmtCreate":1753939960306,"gmtModify":1753941588251,"author":{"id":"3550999750786056","authorId":"3550999750786056","name":"康萨米","avatar":"https://static.tigerbbs.com/45542acef07cf6bf46f32ce20d40ebb8","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550999750786056","authorIdStr":"3550999750786056"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障","text":"$英伟达(NVDA)$ 这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障","images":[{"img":"https://static.tigerbbs.com/c25e45036044eabb4a461ce3f3b4786a","width":"1440","height":"3200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462578419679584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456918678032488,"gmtCreate":1752589363798,"gmtModify":1752589376034,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> @小虎看单","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> @小虎看单","text":"$特斯拉(TSLA)$ @小虎看单","images":[{"img":"https://static.tigerbbs.com/cc8165f09dd2d558d9f8cd30e84d94ac","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456918678032488","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":454899442819392,"gmtCreate":1752077552624,"gmtModify":1752077563530,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>&nbsp;","text":"$京东(JD)$","images":[{"img":"https://static.tigerbbs.com/9d8052c51f7dfb44725c9d2098576636","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/454899442819392","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":5,"crmLevelSwitch":0,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"content":"这股有可能目标是30以下","text":"这股有可能目标是30以下","html":"这股有可能目标是30以下"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":454798797840752,"gmtCreate":1752052799696,"gmtModify":1752055664777,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","listText":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","text":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454798797840752","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454659031720448,"gmtCreate":1752038598515,"gmtModify":1752038601231,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:为啥外卖成了兵家必争之地[疑问]","listText":"Replying to <a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:为啥外卖成了兵家必争之地[疑问]","text":"Replying to @vision:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//@vision:为啥外卖成了兵家必争之地[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454659031720448","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454391166693720,"gmtCreate":1751966099082,"gmtModify":1751966101410,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","listText":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","text":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454391166693720","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453426880696360,"gmtCreate":1751722411586,"gmtModify":1751722413184,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453426880696360","repostId":"452651926569632","repostType":1,"repost":{"id":452651926569632,"gmtCreate":1751528484529,"gmtModify":1751529408974,"author":{"id":"4210996486186592","authorId":"4210996486186592","name":"Trader77","avatar":"https://static.tigerbbs.com/81a0ada7d4994f0b55ff25e2d32aaf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210996486186592","authorIdStr":"4210996486186592"},"themes":[],"title":"说好的兄弟情，转脸就撕？大漂亮法案到底坑了谁？","htmlText":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","listText":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","text":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， $特斯拉(TSLA)$ 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","images":[{"img":"https://static.tigerbbs.com/bd440bf14c8a15cb6864ae5d207e1f01","width":"548","height":"298"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452651926569632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448195564753400,"gmtCreate":1750449273857,"gmtModify":1750449275481,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448195564753400","repostId":"448144746086768","repostType":1,"repost":{"id":448144746086768,"gmtCreate":1750436687538,"gmtModify":1750436688901,"author":{"id":"4090494275942120","authorId":"4090494275942120","name":"蓝色高跟鞋","avatar":"https://static.tigerbbs.com/3328af141c509b0533196727d2b01a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090494275942120","authorIdStr":"4090494275942120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。","text":"$阿里巴巴(BABA)$ 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448144746086768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439984557162864,"gmtCreate":1748456303143,"gmtModify":1748462568260,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"扶不上墙的京东，这次脱手后坚决不在碰你","listText":"扶不上墙的京东，这次脱手后坚决不在碰你","text":"扶不上墙的京东，这次脱手后坚决不在碰你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439984557162864","isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403204954738920,"gmtCreate":1739457323717,"gmtModify":1739457533533,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3522710757227803\">@攒股夫子</a>:我也觉得东哥稍微会比那个什么兴的有点人性和底线//<a href=\"https://laohu8.com/U/3522710757227803\">@攒股夫子</a>:东哥不会像王兴那么下头","listText":"Replying to <a href=\"https://laohu8.com/U/3522710757227803\">@攒股夫子</a>:我也觉得东哥稍微会比那个什么兴的有点人性和底线//<a href=\"https://laohu8.com/U/3522710757227803\">@攒股夫子</a>:东哥不会像王兴那么下头","text":"Replying to @攒股夫子:我也觉得东哥稍微会比那个什么兴的有点人性和底线//@攒股夫子:东哥不会像王兴那么下头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403204954738920","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":467143652422040,"gmtCreate":1755065547848,"gmtModify":1755065550391,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4099470509812690\">@一只没有耳朵一只没有尾巴</a>:川普轻易收拾不了鲍威尔但是能收拾陈啊 [真香] [真香]//<a href=\"https://laohu8.com/U/4099470509812690\">@一只没有耳朵一只没有尾巴</a>:鲍威尔完全不妥协，他的位置照样没动。","listText":"Replying to <a href=\"https://laohu8.com/U/4099470509812690\">@一只没有耳朵一只没有尾巴</a>:川普轻易收拾不了鲍威尔但是能收拾陈啊 [真香] [真香]//<a href=\"https://laohu8.com/U/4099470509812690\">@一只没有耳朵一只没有尾巴</a>:鲍威尔完全不妥协，他的位置照样没动。","text":"Replying to @一只没有耳朵一只没有尾巴:川普轻易收拾不了鲍威尔但是能收拾陈啊 [真香] [真香]//@一只没有耳朵一只没有尾巴:鲍威尔完全不妥协，他的位置照样没动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/467143652422040","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"4099470509812690","authorIdStr":"4099470509812690"},"content":"美联储主席他还有动的可能，一家企业的CEO什么时候轮到总统来干涉了？完全没有任何法律依据。","text":"美联储主席他还有动的可能，一家企业的CEO什么时候轮到总统来干涉了？完全没有任何法律依据。","html":"美联储主席他还有动的可能，一家企业的CEO什么时候轮到总统来干涉了？完全没有任何法律依据。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454899442819392,"gmtCreate":1752077552624,"gmtModify":1752077563530,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a>&nbsp;","text":"$京东(JD)$","images":[{"img":"https://static.tigerbbs.com/9d8052c51f7dfb44725c9d2098576636","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/454899442819392","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred 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这种威胁国家安全，必须禁售，给我狠狠罚，不然国家安全怎么保障","images":[{"img":"https://static.tigerbbs.com/c25e45036044eabb4a461ce3f3b4786a","width":"1440","height":"3200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462578419679584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471326040764576,"gmtCreate":1756112668537,"gmtModify":1756112670997,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"你们哪是打击幽灵外卖啊，你们是吸餐饮商家的血和脊髓","listText":"你们哪是打击幽灵外卖啊，你们是吸餐饮商家的血和脊髓","text":"你们哪是打击幽灵外卖啊，你们是吸餐饮商家的血和脊髓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471326040764576","repostId":"2562219173","repostType":2,"repost":{"id":"2562219173","kind":"news","pubTimestamp":1756107306,"share":"https://www.laohu8.com/m/news/2562219173?lang=&edition=full","pubTime":"2025-08-25 15:35","market":"us","language":"zh","title":"京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”","url":"https://stock-news.laohu8.com/highlight/detail?id=2562219173","media":"三言科技","summary":"8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动菜品合伙人招募。郭庆表示，七鲜小厨主要解决20元以下的餐品需求，打击的是“幽灵外卖”，而非竞争正餐市场。京东将针对不同地域和用户群体提供更精细的促销策略，以提高规模效率、履约效率和系统能力。","content":"<html><body><article><p>8月25日，<a href=\"https://laohu8.com/S/JD\">京东</a>外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。</p><p>郭庆还指出，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。</p><p>京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动菜品合伙人招募。郭庆表示，七鲜小厨主要解决20元以下的餐品需求，打击的是“幽灵外卖”，而非竞争正餐市场。七鲜小厨首店上线一周，日均订单超1000单，3日复购率高于平均水平220%，带动周边3公里商圈内数千家餐厅总体订单环比增长12%。</p><p>京东CEO许冉也曾表示，7月以来行业竞争加剧，但过度竞争行为未带来模式创新和增量价值，反而扰乱行业价格体系，给商家带来困扰，因此不可持续。京东目前主要精力集中在完善平台系统，提升用户、商家和骑手体验。京东将针对不同地域和用户群体提供更精细的促销策略，以提高规模效率、履约效率和系统能力。</p><p>京东官方8月19日发布数据，截至目前，京东外卖全职骑手已突破15万人，公司为他们全部缴纳五险一金且承担所有费用，每人每月平均缴纳约2000元。</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>京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。郭庆还指出，美团“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","JD":"京东","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE0008368742.USD":"首域中国增长基金I Acc","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS 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href=\"https://laohu8.com/U/5400656025182\">@vision</a>:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:为啥外卖成了兵家必争之地[疑问]","listText":"Replying to <a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:为啥外卖成了兵家必争之地[疑问]","text":"Replying to @vision:因为懒鬼太多，都不想干活，吃用都现成的，所以衍生出来了外卖，直接送到手上，吃了就扔，别说买菜做饭了，连碗筷都不用洗了 [开心] [开心] [开心] [开心]//@vision:为啥外卖成了兵家必争之地[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454659031720448","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454391166693720,"gmtCreate":1751966099082,"gmtModify":1751966101410,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","listText":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","text":"没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454391166693720","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453426880696360,"gmtCreate":1751722411586,"gmtModify":1751722413184,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453426880696360","repostId":"452651926569632","repostType":1,"repost":{"id":452651926569632,"gmtCreate":1751528484529,"gmtModify":1751529408974,"author":{"id":"4210996486186592","authorId":"4210996486186592","name":"Trader77","avatar":"https://static.tigerbbs.com/81a0ada7d4994f0b55ff25e2d32aaf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210996486186592","authorIdStr":"4210996486186592"},"themes":[],"title":"说好的兄弟情，转脸就撕？大漂亮法案到底坑了谁？","htmlText":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","listText":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","text":"美股最近很热闹，台面上的事，炒的是“新高”“降息”“选举预期”；台面下的事，资本分蛋糕、兄弟翻脸，一个都不少。 说白了，这波市场的关键词，还是逃不开大漂亮法案（OBBBA），更逃不开懂王跟马斯克的塑料兄弟情，彻底碎了一地。 很多人只看热闹，觉得“哎呀，法案砸钱，经济利好，美股继续冲”，但我个人看法很简单： 大漂亮法案，本质是选前刺激、选后埋雷，短期看情绪，长期看分赃； 马斯克这波反对不是因为良心发现，而是新能源蛋糕被动了； 对特斯拉，短线是情绪扰动，结构上没走坏，实盘操作得分清楚节奏。 一、别被法案标题骗了，核心就俩字：分赃 6月30号，参议院版OBBBA擦边过关，懂王如愿再往国会扔下一颗财政炸弹： 十年赤字4.1万亿，远超拜登时代的刺激总额； 美债上限拉高到5万亿，先花钱、再收场，典型美式玩法； 支出节奏前置，2026-2027直接搞成政策高峰，选票优先； 问题来了，钱从哪儿来？ 很简单： 穷人福利削减，给企业、富豪减税； 传统能源、军工巨头捞得盆满钵满； 新能源补贴砍掉，懂王背后的金主们笑开花； 所以你看到马斯克这次急眼了，反手开喷，兄弟情不值钱，利益面前谁都真不了。 二、特斯拉到底是馅饼，还是陷阱？ 有人说，新能源补贴砍了， $特斯拉(TSLA)$ 没戏了，我个人看法： ① 短期确实偏利空 美国市场，新能源政策红利弱化，特斯拉少了政策兜底； 资金结构偏防御，军工、能源短期吸金； 美债利率结构性下行，整体流动性释放受限，科技成长空间压缩； ② 但别太悲观，结构逻辑还在 特斯拉是全球布局，欧洲、中国市场、储能、AI、FSD（自动驾驶）依旧是增长主线； 美股选举行情，本质上资金是轮动，新能源只是短暂被冷落； 马斯克骂归骂，该搞的生产线、海外投放、供应链布局一项都不会停； 所以说，纯靠政策炒的阶段","images":[{"img":"https://static.tigerbbs.com/bd440bf14c8a15cb6864ae5d207e1f01","width":"548","height":"298"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452651926569632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448195564753400,"gmtCreate":1750449273857,"gmtModify":1750449275481,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448195564753400","repostId":"448144746086768","repostType":1,"repost":{"id":448144746086768,"gmtCreate":1750436687538,"gmtModify":1750436688901,"author":{"id":"4090494275942120","authorId":"4090494275942120","name":"蓝色高跟鞋","avatar":"https://static.tigerbbs.com/3328af141c509b0533196727d2b01a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090494275942120","authorIdStr":"4090494275942120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。","text":"$阿里巴巴(BABA)$ 据悉，阿里在通过券商出售超过上百个被投公司的股份，没人要的能上市的就安排尽快上港股，例如业绩烂到家和车厂合资的某🐴智行，股民可要擦亮眼睛。实在不行的就清算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448144746086768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439984557162864,"gmtCreate":1748456303143,"gmtModify":1748462568260,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"扶不上墙的京东，这次脱手后坚决不在碰你","listText":"扶不上墙的京东，这次脱手后坚决不在碰你","text":"扶不上墙的京东，这次脱手后坚决不在碰你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439984557162864","isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454798797840752,"gmtCreate":1752052799696,"gmtModify":1752055664777,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","listText":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","text":"我只用过一次京东外卖，5.8公里用时1个半小时。价格也没发现便宜到哪里去，甚至比我在美团上的还贵。。所以后来再不用京东外卖。。京东快递的话还是值得表扬的，因为我不喜欢去驿站拿东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454798797840752","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403204954738920,"gmtCreate":1739457323717,"gmtModify":1739457533533,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456148144210798","authorIdStr":"3456148144210798"},"themes":[],"htmlText":"Replying 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