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05-22

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智通港股早知道 | AI基础设施建设大潮光纤需求急剧增长英伟达(NVDA.US)Q1营收同比增长85%

2020-09-15

辛苦钱

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2019-11-28

股市好坏看公司

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href=\"https://laohu8.com/S/NVDA\">英伟达</a>宣布建立长期合作伙伴关系。英伟达将斥资5亿美元获得康宁股权认购权，康宁则计划新建三座专供英伟达的先进制造工厂，并计划将其在美国的光学连接制造能力提升10倍，光纤产量提升50%以上。两家公司均表示，现代AI工作负载需要数千颗英伟达GPU，进而对高性能光纤、连接器和光子学组件提出了前所未有的需求规模。</p><p>光通信产业链涉及相关港股：<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)、<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)、<a href=\"https://laohu8.com/S/06088\">鸿腾精密</a>(06088)、<a href=\"https://laohu8.com/S/01729\">汇聚科技</a>(01729)、<a href=\"https://laohu8.com/S/01300\">俊知集团</a>(01300)、<a href=\"https://laohu8.com/S/01617\">南方通信</a>(01617)等。</p><p><strong>【大势展望】</strong></p><p><strong>WTI原油期货收于每桶99.08美元，跌幅为4.87%</strong></p><p>隔夜美股截至收盘道琼斯工业平均指数比前一交易日上涨645.47点，收于50009.35点，涨幅为1.31%；标准普尔500种股票指数上涨79.36点，收于7432.97点，涨幅为1.08%；纳斯达克综合指数上涨399.65点，收于26270.36点，涨幅为1.54%。</p><p>大型科技股普涨，美股CPU概念股表现强势，ARM大涨超15%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超8%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超7%。美股银行股走高，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>涨超6%，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>涨超5%，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团涨超4%。太空概念股普涨，<a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a>涨超6%，<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>涨超5%，回升星通信涨近4%，Planet Labs PBC涨超2%。</p><p>热门中概股多数下跌，纳斯达克中国金龙指数跌0.44%。恒生指数ADR上涨，按比例计算，收报25941.45点，较香港收市涨290.33或1.13%。</p><p>纽约商品交易所WTI原油期货当月连续合约下跌5.07美元，收于每桶99.08美元，跌幅为4.87%。COMEX黄金期货当月连续合约上涨35.00美元，涨幅0.78%，报4546.2美元/盎司。</p><p><strong>【热点前瞻】</strong></p><p><strong>英伟达2027财年Q1营收同比增长85%至816亿美元 公司宣布新增800亿美元的股票回购授权</strong></p><p>英伟达2027财年Q1营收816亿美元，同比增长85%；市场预期为786.72亿美元，上年同期为440.62亿美元(英伟达财年采用每年2月至次年1月口径，2027财年Q1对应自然年2026年2—4月)。</p><p><strong>SpaceX申请美国IPO 代码SPCX</strong></p><p>SpaceX向美国证券交易委员会(SEC)提交S-1注册声明，代码SPCX。SEC文件显示，SpaceX第一季度收入46.94亿美元，运营亏损19.43亿美元；第一季度人工智能部门收入为8.18亿美元。</p><p><strong>据称OpenAI正秘密筹备IPO 华尔街或迎史诗级上市潮</strong></p><p>最新消息显示，OpenAI准备最早于本周五(5月22日)秘密递交IPO招股书草案，为这宗有望成为史上最大规模之一的上市交易做准备。知情人士透露，目前OpenAI正与包括高盛和摩根士丹利在内的多家投行合作，计划在未来数天或数周内提交文件。</p><p><strong><a href=\"https://laohu8.com/S/00308\">香港中旅</a>(00308)拟以实物分派方式分拆港澳文旅及以介绍方式将其于联交所主板独立上市</strong></p><p>香港中旅(00308)公布，公司计划以实物分派方式分拆港澳文旅及以介绍方式将港澳文旅股份于联交所主板独立上市。公司已根据应用指引第15项就建议分拆向联交所提交分拆建议，而联交所已确认公司可进行建议分拆。于2026年5月20日，港澳文旅向联交所提交上市申请，以申请批准港澳文旅股份以介绍式于联交所主板上市及买卖。</p><p><strong><a href=\"https://laohu8.com/S/03309\">希玛医疗</a>(03309)拟斥资约 1.13 亿元入股中因科技 布局眼科基因疗法赛道</strong></p><p>希玛医疗(03309)公布，于2026年5月20日，公司间接全资附属公司香港(国际)眼科医疗与目标公司北京中因科技股份有限公司订立投资及股份转让协议，拟通过认购新股及收购老股，合计出资1.12625亿元，取得中因科技约10.23%经扩大已发行股本。目标公司于2016年根据中国法律成立，创始人是著名眼科遗传学专家杨教授，主要于中国从事眼科创新基因治疗研发，适应症覆盖遗传性视网膜变性和老年性黄斑部病变(Age-related Macular Degeneration)等重大致盲眼病。</p><p><strong><a href=\"https://laohu8.com/S/02076\">BOSS直聘-W</a>(02076)一季度普通股股东应占净利润11.57亿元 同比增加123.24%</strong></p><p><a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>-W(02076)发布2026年第一季度财务业绩，收入为20.69亿元(人民币，下同)，同比增加7.57%；归属于看准科技有限公司普通股股东的净利润为11.57亿元，同比增加123.24%；每股普通股基本净利润1.25元。</p><p><strong>小摩增持<a href=\"https://laohu8.com/S/00241\">阿里健康</a>(00241)约5704.01万股 每股作价约4.30港元</strong></p><p>香港联交所最新资料显示，5月15日，小摩增持阿里健康(00241)5704.0057万股，每股作价4.3049港元，总金额约为2.46亿港元。增持后最新持股数目约为13.26亿股，最新持股比例为8.20%。</p><p><strong><a href=\"https://laohu8.com/S/601318\">中国平安</a>保险(集团)股份有限公司增持<a href=\"https://laohu8.com/S/601628\">中国人寿</a>(02628)5675万股 每股作价约29.6港元</strong></p><p>香港联交所最新资料显示，5月18日，<a href=\"https://laohu8.com/S/02318\">中国平安</a>保险(集团)股份有限公司增持<a href=\"https://laohu8.com/S/02628\">中国人寿</a>(02628)5675万股，每股作价29.5956港元，总金额约为16.8亿港元。增持后最新持股数目约为11.26亿股，最新持股比例为15.13%。</p><p><strong><a href=\"https://laohu8.com/S/00631\">三一国际</a>(00631)第一季度股东应占溢利5.09亿元 同比减少19.8%</strong></p><p>三一国际(00631)发布截至2026年3月31日止三个月第一季度业绩，该集团取得收入66.51亿元，同比增加13.2%；母公司拥有人应占溢利5.09亿元，同比减少19.8%。</p><p><strong><a href=\"https://laohu8.com/S/09698\">万国数据-SW</a>(09698)发布第一季度业绩，净利润26.52亿元 同比增加247.1%</strong></p><p><a href=\"https://laohu8.com/S/GDS\">万国数据</a>-SW(09698)发布2026年第一季度业绩，该集团取得净收入人民币33.67亿元，同比增加23.6%； 净利润人民币26.52亿元，同比增加247.1%；每股普通股基本收益为人民币1.67元。公司确认，就2026年全年，先前公布的总收入指引将介乎人民币124亿元至人民币 129亿元，经调整EBITDA将介乎人民币57.5亿元至人民币60亿元，资本支出将约为人民币90亿元，维持不变。</p><p><strong>【个股点晴】</strong></p><p><strong><a href=\"https://laohu8.com/S/02722\">重庆机电</a>(02722)：<a href=\"https://laohu8.com/S/CMI\">康明斯</a>上调全年收入指引</strong></p><p>康明斯此前发布第一季度业绩，期内总营收为84亿美元，略高于市场预期，净利润为6.54亿美元，合每股收益4.71美元。公司上调2026年全年收入指引至363.6亿至373.7亿美元，意味着同比增长8%至11%，主要得益于数据中心发电等关键市场需求超出预期。</p><p>公开资料显示，重庆机电拥有重庆康明斯50%股权，后者是美国康明斯在华唯一的大马力发动机生产基地。国元国际指出，重庆康明斯2026年Q60发动机出货量有望翻倍。投资收益有望在2025年约6.35亿的基础上进一步提升。</p></body></html>","source":"stock_zhitongcaijing","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>智通港股早知道 | AI基础设施建设大潮 光纤需求急剧增长 英伟达(NVDA.US)Q1营收同比增长85%</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{ 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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智通港股早知道 | AI基础设施建设大潮 光纤需求急剧增长 英伟达(NVDA.US)Q1营收同比增长85%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 07:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1444247.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【今日头条】AI基础设施建设大潮 光纤需求急剧增长据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。支撑大量服务器高速连接的光纤，正在成为新的供应紧张环节。科技媒体DigiTimes报道称，在AI数据中心建设的推动下，全球光纤需求激增。中国主要光纤制造商的订单已经排到了2027年初。据悉，行业龙头企业亨通光电和烽火通信向媒体表示，目前生产线已经满负荷运转，部分产品的交付...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1444247.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601869":"长飞光纤","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A 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光纤需求急剧增长据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。支撑大量服务器高速连接的光纤，正在成为新的供应紧张环节。科技媒体DigiTimes报道称，在AI数据中心建设的推动下，全球光纤需求激增。中国主要光纤制造商的订单已经排到了2027年初。据悉，行业龙头企业亨通光电和烽火通信向媒体表示，目前生产线已经满负荷运转，部分产品的交付周期已经从过去的几周延长至了数月。有业内人士估计，AI数据中心所需光纤用量，大约是传统CPU服务器机架的36倍。英国大宗商品咨询公司CRU的数据显示，2024年，数据中心在全球光纤需求中的占比还不到5%。但随着相关需求激增，到2027年，这一比例预计将升至30%。本月初，康宁与英伟达宣布建立长期合作伙伴关系。英伟达将斥资5亿美元获得康宁股权认购权，康宁则计划新建三座专供英伟达的先进制造工厂，并计划将其在美国的光学连接制造能力提升10倍，光纤产量提升50%以上。两家公司均表示，现代AI工作负载需要数千颗英伟达GPU，进而对高性能光纤、连接器和光子学组件提出了前所未有的需求规模。光通信产业链涉及相关港股：长飞光纤光缆(06869)、剑桥科技(06166)、鸿腾精密(06088)、汇聚科技(01729)、俊知集团(01300)、南方通信(01617)等。【大势展望】WTI原油期货收于每桶99.08美元，跌幅为4.87%隔夜美股截至收盘道琼斯工业平均指数比前一交易日上涨645.47点，收于50009.35点，涨幅为1.31%；标准普尔500种股票指数上涨79.36点，收于7432.97点，涨幅为1.08%；纳斯达克综合指数上涨399.65点，收于26270.36点，涨幅为1.54%。大型科技股普涨，美股CPU概念股表现强势，ARM大涨超15%，AMD涨超8%，英特尔涨超7%。美股银行股走高，德意志银行涨超6%，高盛、巴克莱银行涨超5%，摩根士丹利、花旗集团涨超4%。太空概念股普涨，卫讯公司涨超6%，Rocket Lab涨超5%，回升星通信涨近4%，Planet Labs PBC涨超2%。热门中概股多数下跌，纳斯达克中国金龙指数跌0.44%。恒生指数ADR上涨，按比例计算，收报25941.45点，较香港收市涨290.33或1.13%。纽约商品交易所WTI原油期货当月连续合约下跌5.07美元，收于每桶99.08美元，跌幅为4.87%。COMEX黄金期货当月连续合约上涨35.00美元，涨幅0.78%，报4546.2美元/盎司。【热点前瞻】英伟达2027财年Q1营收同比增长85%至816亿美元 公司宣布新增800亿美元的股票回购授权英伟达2027财年Q1营收816亿美元，同比增长85%；市场预期为786.72亿美元，上年同期为440.62亿美元(英伟达财年采用每年2月至次年1月口径，2027财年Q1对应自然年2026年2—4月)。SpaceX申请美国IPO 代码SPCXSpaceX向美国证券交易委员会(SEC)提交S-1注册声明，代码SPCX。SEC文件显示，SpaceX第一季度收入46.94亿美元，运营亏损19.43亿美元；第一季度人工智能部门收入为8.18亿美元。据称OpenAI正秘密筹备IPO 华尔街或迎史诗级上市潮最新消息显示，OpenAI准备最早于本周五(5月22日)秘密递交IPO招股书草案，为这宗有望成为史上最大规模之一的上市交易做准备。知情人士透露，目前OpenAI正与包括高盛和摩根士丹利在内的多家投行合作，计划在未来数天或数周内提交文件。香港中旅(00308)拟以实物分派方式分拆港澳文旅及以介绍方式将其于联交所主板独立上市香港中旅(00308)公布，公司计划以实物分派方式分拆港澳文旅及以介绍方式将港澳文旅股份于联交所主板独立上市。公司已根据应用指引第15项就建议分拆向联交所提交分拆建议，而联交所已确认公司可进行建议分拆。于2026年5月20日，港澳文旅向联交所提交上市申请，以申请批准港澳文旅股份以介绍式于联交所主板上市及买卖。希玛医疗(03309)拟斥资约 1.13 亿元入股中因科技 布局眼科基因疗法赛道希玛医疗(03309)公布，于2026年5月20日，公司间接全资附属公司香港(国际)眼科医疗与目标公司北京中因科技股份有限公司订立投资及股份转让协议，拟通过认购新股及收购老股，合计出资1.12625亿元，取得中因科技约10.23%经扩大已发行股本。目标公司于2016年根据中国法律成立，创始人是著名眼科遗传学专家杨教授，主要于中国从事眼科创新基因治疗研发，适应症覆盖遗传性视网膜变性和老年性黄斑部病变(Age-related Macular Degeneration)等重大致盲眼病。BOSS直聘-W(02076)一季度普通股股东应占净利润11.57亿元 同比增加123.24%BOSS直聘-W(02076)发布2026年第一季度财务业绩，收入为20.69亿元(人民币，下同)，同比增加7.57%；归属于看准科技有限公司普通股股东的净利润为11.57亿元，同比增加123.24%；每股普通股基本净利润1.25元。小摩增持阿里健康(00241)约5704.01万股 每股作价约4.30港元香港联交所最新资料显示，5月15日，小摩增持阿里健康(00241)5704.0057万股，每股作价4.3049港元，总金额约为2.46亿港元。增持后最新持股数目约为13.26亿股，最新持股比例为8.20%。中国平安保险(集团)股份有限公司增持中国人寿(02628)5675万股 每股作价约29.6港元香港联交所最新资料显示，5月18日，中国平安保险(集团)股份有限公司增持中国人寿(02628)5675万股，每股作价29.5956港元，总金额约为16.8亿港元。增持后最新持股数目约为11.26亿股，最新持股比例为15.13%。三一国际(00631)第一季度股东应占溢利5.09亿元 同比减少19.8%三一国际(00631)发布截至2026年3月31日止三个月第一季度业绩，该集团取得收入66.51亿元，同比增加13.2%；母公司拥有人应占溢利5.09亿元，同比减少19.8%。万国数据-SW(09698)发布第一季度业绩，净利润26.52亿元 同比增加247.1%万国数据-SW(09698)发布2026年第一季度业绩，该集团取得净收入人民币33.67亿元，同比增加23.6%； 净利润人民币26.52亿元，同比增加247.1%；每股普通股基本收益为人民币1.67元。公司确认，就2026年全年，先前公布的总收入指引将介乎人民币124亿元至人民币 129亿元，经调整EBITDA将介乎人民币57.5亿元至人民币60亿元，资本支出将约为人民币90亿元，维持不变。【个股点晴】重庆机电(02722)：康明斯上调全年收入指引康明斯此前发布第一季度业绩，期内总营收为84亿美元，略高于市场预期，净利润为6.54亿美元，合每股收益4.71美元。公司上调2026年全年收入指引至363.6亿至373.7亿美元，意味着同比增长8%至11%，主要得益于数据中心发电等关键市场需求超出预期。公开资料显示，重庆机电拥有重庆康明斯50%股权，后者是美国康明斯在华唯一的大马力发动机生产基地。国元国际指出，重庆康明斯2026年Q60发动机出货量有望翻倍。投资收益有望在2025年约6.35亿的基础上进一步提升。","news_type":1,"symbols_score_info":{"601869":1.88,"NVDQ":0.6,"NVDX":0.6,"NVDL":0.6,"07788":0.6,"SNVD.UK":0.6,"NVYY":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVII":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDO":0.6,"ANV":0.6,"NVD3.UK":0.6,"06869":1.88,"DIPS":0.6,"NVDG":0.6,"NVDU":0.6,"NVD":0.6,"NVDA":1.93,"NVDD":0.6,"NVDS.UK":0.6,"NVDB":0.6,"NVDW":0.6,"NVDY":0.6,"2NVD.UK":0.6,"07388":0.6}},"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972890609,"gmtCreate":1600173181501,"gmtModify":1703820571854,"author":{"id":"3464954032518443","authorId":"3464954032518443","name":"分享","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464954032518443","idStr":"3464954032518443"},"themes":[],"title":"","htmlText":"辛苦钱","listText":"辛苦钱","text":"辛苦钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972890609","repostId":"2067873753","repostType":4,"isVote":1,"tweetType":1,"viewCount":4257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937878333,"gmtCreate":1574903265922,"gmtModify":1704728777349,"author":{"id":"3464954032518443","authorId":"3464954032518443","name":"分享","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464954032518443","idStr":"3464954032518443"},"themes":[],"title":"","htmlText":"股市好坏看公司","listText":"股市好坏看公司","text":"股市好坏看公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937878333","repostId":"1175466874","repostType":2,"isVote":1,"tweetType":1,"viewCount":4953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":566950742303112,"gmtCreate":1779437203024,"gmtModify":1779438067345,"author":{"id":"3464954032518443","authorId":"3464954032518443","name":"分享","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464954032518443","authorIdStr":"3464954032518443"},"themes":[],"title":"","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/566950742303112","repostId":"2637406871","repostType":2,"repost":{"id":"2637406871","kind":"news","pubTimestamp":1779319822,"share":"https://www.laohunote.com/m/news/2637406871?lang=zh_CN&edition=full","pubTime":"2026-05-21 07:30","market":"us","language":"zh","title":"智通港股早知道 | AI基础设施建设大潮 光纤需求急剧增长 英伟达(NVDA.US)Q1营收同比增长85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637406871","media":"智通财经","summary":"AI基础设施建设大潮 光纤需求急剧增长据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。但随着相关需求激增，到2027年，这一比例预计将升至30%。本月初，康宁与英伟达宣布建立长期合作伙伴关系。于2026年5月20日，港澳文旅向联交所提交上市申请，以申请批准港澳文旅股份以介绍式于联交所主板上市及买卖。增持后最新持股数目约为13.26亿股，最新持股比例为8.20%。","content":"<html><body><p><strong>【今日头条】</strong></p><p><strong>AI基础设施建设大潮 光纤需求急剧增长</strong></p><p>据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。支撑大量服务器高速连接的光纤，正在成为新的供应紧张环节。科技媒体DigiTimes报道称，在AI数据中心建设的推动下，全球光纤需求激增。中国主要光纤制造商的订单已经排到了2027年初。</p><p>据悉，行业龙头企业<a href=\"https://laohu8.com/S/600487\">亨通光电</a>和<a href=\"https://laohu8.com/S/600498\">烽火通信</a>向媒体表示，目前生产线已经满负荷运转，部分产品的交付周期已经从过去的几周延长至了数月。</p><p>有业内人士估计，AI数据中心所需光纤用量，大约是传统CPU服务器机架的36倍。英国大宗商品咨询公司CRU的数据显示，2024年，数据中心在全球光纤需求中的占比还不到5%。但随着相关需求激增，到2027年，这一比例预计将升至30%。</p><p>本月初，<a href=\"https://laohu8.com/S/GLW\">康宁</a>与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>宣布建立长期合作伙伴关系。英伟达将斥资5亿美元获得康宁股权认购权，康宁则计划新建三座专供英伟达的先进制造工厂，并计划将其在美国的光学连接制造能力提升10倍，光纤产量提升50%以上。两家公司均表示，现代AI工作负载需要数千颗英伟达GPU，进而对高性能光纤、连接器和光子学组件提出了前所未有的需求规模。</p><p>光通信产业链涉及相关港股：<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>(06869)、<a href=\"https://laohu8.com/S/603083\">剑桥科技</a>(06166)、<a href=\"https://laohu8.com/S/06088\">鸿腾精密</a>(06088)、<a href=\"https://laohu8.com/S/01729\">汇聚科技</a>(01729)、<a href=\"https://laohu8.com/S/01300\">俊知集团</a>(01300)、<a href=\"https://laohu8.com/S/01617\">南方通信</a>(01617)等。</p><p><strong>【大势展望】</strong></p><p><strong>WTI原油期货收于每桶99.08美元，跌幅为4.87%</strong></p><p>隔夜美股截至收盘道琼斯工业平均指数比前一交易日上涨645.47点，收于50009.35点，涨幅为1.31%；标准普尔500种股票指数上涨79.36点，收于7432.97点，涨幅为1.08%；纳斯达克综合指数上涨399.65点，收于26270.36点，涨幅为1.54%。</p><p>大型科技股普涨，美股CPU概念股表现强势，ARM大涨超15%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超8%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超7%。美股银行股走高，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>涨超6%，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>涨超5%，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团涨超4%。太空概念股普涨，<a href=\"https://laohu8.com/S/VSAT\">卫讯公司</a>涨超6%，<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>涨超5%，回升星通信涨近4%，Planet Labs PBC涨超2%。</p><p>热门中概股多数下跌，纳斯达克中国金龙指数跌0.44%。恒生指数ADR上涨，按比例计算，收报25941.45点，较香港收市涨290.33或1.13%。</p><p>纽约商品交易所WTI原油期货当月连续合约下跌5.07美元，收于每桶99.08美元，跌幅为4.87%。COMEX黄金期货当月连续合约上涨35.00美元，涨幅0.78%，报4546.2美元/盎司。</p><p><strong>【热点前瞻】</strong></p><p><strong>英伟达2027财年Q1营收同比增长85%至816亿美元 公司宣布新增800亿美元的股票回购授权</strong></p><p>英伟达2027财年Q1营收816亿美元，同比增长85%；市场预期为786.72亿美元，上年同期为440.62亿美元(英伟达财年采用每年2月至次年1月口径，2027财年Q1对应自然年2026年2—4月)。</p><p><strong>SpaceX申请美国IPO 代码SPCX</strong></p><p>SpaceX向美国证券交易委员会(SEC)提交S-1注册声明，代码SPCX。SEC文件显示，SpaceX第一季度收入46.94亿美元，运营亏损19.43亿美元；第一季度人工智能部门收入为8.18亿美元。</p><p><strong>据称OpenAI正秘密筹备IPO 华尔街或迎史诗级上市潮</strong></p><p>最新消息显示，OpenAI准备最早于本周五(5月22日)秘密递交IPO招股书草案，为这宗有望成为史上最大规模之一的上市交易做准备。知情人士透露，目前OpenAI正与包括高盛和摩根士丹利在内的多家投行合作，计划在未来数天或数周内提交文件。</p><p><strong><a href=\"https://laohu8.com/S/00308\">香港中旅</a>(00308)拟以实物分派方式分拆港澳文旅及以介绍方式将其于联交所主板独立上市</strong></p><p>香港中旅(00308)公布，公司计划以实物分派方式分拆港澳文旅及以介绍方式将港澳文旅股份于联交所主板独立上市。公司已根据应用指引第15项就建议分拆向联交所提交分拆建议，而联交所已确认公司可进行建议分拆。于2026年5月20日，港澳文旅向联交所提交上市申请，以申请批准港澳文旅股份以介绍式于联交所主板上市及买卖。</p><p><strong><a href=\"https://laohu8.com/S/03309\">希玛医疗</a>(03309)拟斥资约 1.13 亿元入股中因科技 布局眼科基因疗法赛道</strong></p><p>希玛医疗(03309)公布，于2026年5月20日，公司间接全资附属公司香港(国际)眼科医疗与目标公司北京中因科技股份有限公司订立投资及股份转让协议，拟通过认购新股及收购老股，合计出资1.12625亿元，取得中因科技约10.23%经扩大已发行股本。目标公司于2016年根据中国法律成立，创始人是著名眼科遗传学专家杨教授，主要于中国从事眼科创新基因治疗研发，适应症覆盖遗传性视网膜变性和老年性黄斑部病变(Age-related Macular Degeneration)等重大致盲眼病。</p><p><strong><a href=\"https://laohu8.com/S/02076\">BOSS直聘-W</a>(02076)一季度普通股股东应占净利润11.57亿元 同比增加123.24%</strong></p><p><a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>-W(02076)发布2026年第一季度财务业绩，收入为20.69亿元(人民币，下同)，同比增加7.57%；归属于看准科技有限公司普通股股东的净利润为11.57亿元，同比增加123.24%；每股普通股基本净利润1.25元。</p><p><strong>小摩增持<a href=\"https://laohu8.com/S/00241\">阿里健康</a>(00241)约5704.01万股 每股作价约4.30港元</strong></p><p>香港联交所最新资料显示，5月15日，小摩增持阿里健康(00241)5704.0057万股，每股作价4.3049港元，总金额约为2.46亿港元。增持后最新持股数目约为13.26亿股，最新持股比例为8.20%。</p><p><strong><a href=\"https://laohu8.com/S/601318\">中国平安</a>保险(集团)股份有限公司增持<a href=\"https://laohu8.com/S/601628\">中国人寿</a>(02628)5675万股 每股作价约29.6港元</strong></p><p>香港联交所最新资料显示，5月18日，<a href=\"https://laohu8.com/S/02318\">中国平安</a>保险(集团)股份有限公司增持<a href=\"https://laohu8.com/S/02628\">中国人寿</a>(02628)5675万股，每股作价29.5956港元，总金额约为16.8亿港元。增持后最新持股数目约为11.26亿股，最新持股比例为15.13%。</p><p><strong><a href=\"https://laohu8.com/S/00631\">三一国际</a>(00631)第一季度股东应占溢利5.09亿元 同比减少19.8%</strong></p><p>三一国际(00631)发布截至2026年3月31日止三个月第一季度业绩，该集团取得收入66.51亿元，同比增加13.2%；母公司拥有人应占溢利5.09亿元，同比减少19.8%。</p><p><strong><a href=\"https://laohu8.com/S/09698\">万国数据-SW</a>(09698)发布第一季度业绩，净利润26.52亿元 同比增加247.1%</strong></p><p><a href=\"https://laohu8.com/S/GDS\">万国数据</a>-SW(09698)发布2026年第一季度业绩，该集团取得净收入人民币33.67亿元，同比增加23.6%； 净利润人民币26.52亿元，同比增加247.1%；每股普通股基本收益为人民币1.67元。公司确认，就2026年全年，先前公布的总收入指引将介乎人民币124亿元至人民币 129亿元，经调整EBITDA将介乎人民币57.5亿元至人民币60亿元，资本支出将约为人民币90亿元，维持不变。</p><p><strong>【个股点晴】</strong></p><p><strong><a href=\"https://laohu8.com/S/02722\">重庆机电</a>(02722)：<a href=\"https://laohu8.com/S/CMI\">康明斯</a>上调全年收入指引</strong></p><p>康明斯此前发布第一季度业绩，期内总营收为84亿美元，略高于市场预期，净利润为6.54亿美元，合每股收益4.71美元。公司上调2026年全年收入指引至363.6亿至373.7亿美元，意味着同比增长8%至11%，主要得益于数据中心发电等关键市场需求超出预期。</p><p>公开资料显示，重庆机电拥有重庆康明斯50%股权，后者是美国康明斯在华唯一的大马力发动机生产基地。国元国际指出，重庆康明斯2026年Q60发动机出货量有望翻倍。投资收益有望在2025年约6.35亿的基础上进一步提升。</p></body></html>","source":"stock_zhitongcaijing","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>智通港股早知道 | AI基础设施建设大潮 光纤需求急剧增长 英伟达(NVDA.US)Q1营收同比增长85%</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{ 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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智通港股早知道 | AI基础设施建设大潮 光纤需求急剧增长 英伟达(NVDA.US)Q1营收同比增长85%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 07:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1444247.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【今日头条】AI基础设施建设大潮 光纤需求急剧增长据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。支撑大量服务器高速连接的光纤，正在成为新的供应紧张环节。科技媒体DigiTimes报道称，在AI数据中心建设的推动下，全球光纤需求激增。中国主要光纤制造商的订单已经排到了2027年初。据悉，行业龙头企业亨通光电和烽火通信向媒体表示，目前生产线已经满负荷运转，部分产品的交付...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1444247.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601869":"长飞光纤","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A 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光纤需求急剧增长据央视财经消息，随着全球AI数据中心建设加速，市场关注的焦点已经不只是芯片。支撑大量服务器高速连接的光纤，正在成为新的供应紧张环节。科技媒体DigiTimes报道称，在AI数据中心建设的推动下，全球光纤需求激增。中国主要光纤制造商的订单已经排到了2027年初。据悉，行业龙头企业亨通光电和烽火通信向媒体表示，目前生产线已经满负荷运转，部分产品的交付周期已经从过去的几周延长至了数月。有业内人士估计，AI数据中心所需光纤用量，大约是传统CPU服务器机架的36倍。英国大宗商品咨询公司CRU的数据显示，2024年，数据中心在全球光纤需求中的占比还不到5%。但随着相关需求激增，到2027年，这一比例预计将升至30%。本月初，康宁与英伟达宣布建立长期合作伙伴关系。英伟达将斥资5亿美元获得康宁股权认购权，康宁则计划新建三座专供英伟达的先进制造工厂，并计划将其在美国的光学连接制造能力提升10倍，光纤产量提升50%以上。两家公司均表示，现代AI工作负载需要数千颗英伟达GPU，进而对高性能光纤、连接器和光子学组件提出了前所未有的需求规模。光通信产业链涉及相关港股：长飞光纤光缆(06869)、剑桥科技(06166)、鸿腾精密(06088)、汇聚科技(01729)、俊知集团(01300)、南方通信(01617)等。【大势展望】WTI原油期货收于每桶99.08美元，跌幅为4.87%隔夜美股截至收盘道琼斯工业平均指数比前一交易日上涨645.47点，收于50009.35点，涨幅为1.31%；标准普尔500种股票指数上涨79.36点，收于7432.97点，涨幅为1.08%；纳斯达克综合指数上涨399.65点，收于26270.36点，涨幅为1.54%。大型科技股普涨，美股CPU概念股表现强势，ARM大涨超15%，AMD涨超8%，英特尔涨超7%。美股银行股走高，德意志银行涨超6%，高盛、巴克莱银行涨超5%，摩根士丹利、花旗集团涨超4%。太空概念股普涨，卫讯公司涨超6%，Rocket Lab涨超5%，回升星通信涨近4%，Planet Labs PBC涨超2%。热门中概股多数下跌，纳斯达克中国金龙指数跌0.44%。恒生指数ADR上涨，按比例计算，收报25941.45点，较香港收市涨290.33或1.13%。纽约商品交易所WTI原油期货当月连续合约下跌5.07美元，收于每桶99.08美元，跌幅为4.87%。COMEX黄金期货当月连续合约上涨35.00美元，涨幅0.78%，报4546.2美元/盎司。【热点前瞻】英伟达2027财年Q1营收同比增长85%至816亿美元 公司宣布新增800亿美元的股票回购授权英伟达2027财年Q1营收816亿美元，同比增长85%；市场预期为786.72亿美元，上年同期为440.62亿美元(英伟达财年采用每年2月至次年1月口径，2027财年Q1对应自然年2026年2—4月)。SpaceX申请美国IPO 代码SPCXSpaceX向美国证券交易委员会(SEC)提交S-1注册声明，代码SPCX。SEC文件显示，SpaceX第一季度收入46.94亿美元，运营亏损19.43亿美元；第一季度人工智能部门收入为8.18亿美元。据称OpenAI正秘密筹备IPO 华尔街或迎史诗级上市潮最新消息显示，OpenAI准备最早于本周五(5月22日)秘密递交IPO招股书草案，为这宗有望成为史上最大规模之一的上市交易做准备。知情人士透露，目前OpenAI正与包括高盛和摩根士丹利在内的多家投行合作，计划在未来数天或数周内提交文件。香港中旅(00308)拟以实物分派方式分拆港澳文旅及以介绍方式将其于联交所主板独立上市香港中旅(00308)公布，公司计划以实物分派方式分拆港澳文旅及以介绍方式将港澳文旅股份于联交所主板独立上市。公司已根据应用指引第15项就建议分拆向联交所提交分拆建议，而联交所已确认公司可进行建议分拆。于2026年5月20日，港澳文旅向联交所提交上市申请，以申请批准港澳文旅股份以介绍式于联交所主板上市及买卖。希玛医疗(03309)拟斥资约 1.13 亿元入股中因科技 布局眼科基因疗法赛道希玛医疗(03309)公布，于2026年5月20日，公司间接全资附属公司香港(国际)眼科医疗与目标公司北京中因科技股份有限公司订立投资及股份转让协议，拟通过认购新股及收购老股，合计出资1.12625亿元，取得中因科技约10.23%经扩大已发行股本。目标公司于2016年根据中国法律成立，创始人是著名眼科遗传学专家杨教授，主要于中国从事眼科创新基因治疗研发，适应症覆盖遗传性视网膜变性和老年性黄斑部病变(Age-related Macular Degeneration)等重大致盲眼病。BOSS直聘-W(02076)一季度普通股股东应占净利润11.57亿元 同比增加123.24%BOSS直聘-W(02076)发布2026年第一季度财务业绩，收入为20.69亿元(人民币，下同)，同比增加7.57%；归属于看准科技有限公司普通股股东的净利润为11.57亿元，同比增加123.24%；每股普通股基本净利润1.25元。小摩增持阿里健康(00241)约5704.01万股 每股作价约4.30港元香港联交所最新资料显示，5月15日，小摩增持阿里健康(00241)5704.0057万股，每股作价4.3049港元，总金额约为2.46亿港元。增持后最新持股数目约为13.26亿股，最新持股比例为8.20%。中国平安保险(集团)股份有限公司增持中国人寿(02628)5675万股 每股作价约29.6港元香港联交所最新资料显示，5月18日，中国平安保险(集团)股份有限公司增持中国人寿(02628)5675万股，每股作价29.5956港元，总金额约为16.8亿港元。增持后最新持股数目约为11.26亿股，最新持股比例为15.13%。三一国际(00631)第一季度股东应占溢利5.09亿元 同比减少19.8%三一国际(00631)发布截至2026年3月31日止三个月第一季度业绩，该集团取得收入66.51亿元，同比增加13.2%；母公司拥有人应占溢利5.09亿元，同比减少19.8%。万国数据-SW(09698)发布第一季度业绩，净利润26.52亿元 同比增加247.1%万国数据-SW(09698)发布2026年第一季度业绩，该集团取得净收入人民币33.67亿元，同比增加23.6%； 净利润人民币26.52亿元，同比增加247.1%；每股普通股基本收益为人民币1.67元。公司确认，就2026年全年，先前公布的总收入指引将介乎人民币124亿元至人民币 129亿元，经调整EBITDA将介乎人民币57.5亿元至人民币60亿元，资本支出将约为人民币90亿元，维持不变。【个股点晴】重庆机电(02722)：康明斯上调全年收入指引康明斯此前发布第一季度业绩，期内总营收为84亿美元，略高于市场预期，净利润为6.54亿美元，合每股收益4.71美元。公司上调2026年全年收入指引至363.6亿至373.7亿美元，意味着同比增长8%至11%，主要得益于数据中心发电等关键市场需求超出预期。公开资料显示，重庆机电拥有重庆康明斯50%股权，后者是美国康明斯在华唯一的大马力发动机生产基地。国元国际指出，重庆康明斯2026年Q60发动机出货量有望翻倍。投资收益有望在2025年约6.35亿的基础上进一步提升。","news_type":1,"symbols_score_info":{"601869":1.88,"NVDQ":0.6,"NVDX":0.6,"NVDL":0.6,"07788":0.6,"SNVD.UK":0.6,"NVYY":0.6,"NVDS":0.6,"NVIW.SI":0.6,"NVII":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDO":0.6,"ANV":0.6,"NVD3.UK":0.6,"06869":1.88,"DIPS":0.6,"NVDG":0.6,"NVDU":0.6,"NVD":0.6,"NVDA":1.93,"NVDD":0.6,"NVDS.UK":0.6,"NVDB":0.6,"NVDW":0.6,"NVDY":0.6,"2NVD.UK":0.6,"07388":0.6}},"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972890609,"gmtCreate":1600173181501,"gmtModify":1703820571854,"author":{"id":"3464954032518443","authorId":"3464954032518443","name":"分享","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464954032518443","authorIdStr":"3464954032518443"},"themes":[],"title":"","htmlText":"辛苦钱","listText":"辛苦钱","text":"辛苦钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972890609","repostId":"2067873753","repostType":4,"repost":{"id":"2067873753","kind":"news","pubTimestamp":1600172580,"share":"https://www.laohunote.com/m/news/2067873753?lang=zh_CN&edition=full","pubTime":"2020-09-15 20:23","market":"hk","language":"zh","title":"央视揭秘外卖员送餐全过程：50分钟违规6次 美团一个投诉扣500元","url":"https://stock-news.laohu8.com/highlight/detail?id=2067873753","media":"央视","summary":"原标题：央视揭秘外卖员送餐全过程：50分钟违规6次 美团一个投诉能扣500元9月8日，一篇题为《外卖骑手，困在系统里》的文章刷屏网络。文章指出：在外卖系统的算法与数据驱动下，外卖骑手疲于奔命，导致他们","content":"<html><body><article><p>原标题：央视揭秘外卖员送餐全过程：50分钟违规6次 美团一个投诉能扣500元</p><p>9月8日，一篇题为《外卖骑手，困在系统里》的文章刷屏网络。文章指出：在外卖系统的算法与数据驱动下，外卖骑手疲于奔命，导致他们违反交规，与死神赛跑，外卖员成了高危职业。比如在去年，就有外卖员撞倒婴儿车逃逸的悲剧发生。近日，央视记者完整记录了一名外卖员的送餐全过程。5单外卖，在50分钟的配送过程中，外卖员闯了三次红灯，两次逆行，一次越双实黄线，共计六次违反交通规则。面对违规行为，骑手表示，每一个外卖员每一单都会出现违反交规的现象，而这是他们的无奈之举。他们并不只是为了多拉活多赚钱，更重要的是为了避免超时惩罚。拿美团外卖举例，如果美团骑手收到一个差评，就会被扣50元；如果收到一个投诉，就会被扣500元。</p><p><strong>以下为全文：</strong></p><p>（央视财经《消费主张》）9月8日，一篇题为《外卖骑手，困在系统里》的文章刷屏网络。文章指出：在外卖系统的算法与数据驱动下，外卖骑手疲于奔命，导致他们违反交规、与死神赛跑，外卖员成了高危职业。</p><p>面对这篇火爆的文章，饿了么、美团也先后进行了回应。</p><p>饿了么的回应是给消费者一个选项，愿意多等五到十分钟。</p><p>美团的回应是更好优化系统，更好保障安全，改进骑手奖励模式，关怀骑手与家人，认真听取大家意见。经历此次风波之后，外卖骑手系统困局能够得到彻底解决吗？消费者在外卖服务的体验上，有什么变化？</p><p>50分钟违规6次！独家揭秘外卖员送餐全过程</p><p>2020年9月12日，记者在北京市三环内的一处商业区，见到了饿了么的兼职骑手小李，每天中午他都会在这里等待外卖订单。</p><p>小李告诉我们，此时正是外卖高峰期，他接了5单外卖，要赶紧去取餐了。为了能完整记录小李的送餐过程，记者搭上了另一辆外卖电动车，和小李一同出发。</p><p>5单外卖，从出发取餐到全部送达，小李要在一小时零两分钟之内完成。在这样的规定时间内，小李能顺利完成配送任务吗？</p><p>刚刚出发不到一分钟，小李就取到了第一份外卖。</p><p>经过一番快速转场，距离出发时间2分多钟时，小李又取到了第二份和第三份外卖。紧接着小李一刻不停的跑向电动车，继续转战另一个商场。</p><p>这一次，小李遇到了麻烦，到店后他并没有立即取到外卖，两份外卖其中的一份还在打包。在等待中，小李的情绪逐渐变得焦躁起来。</p><p>饿了么骑手：前几个单（取餐）都很顺，到这儿就卡了。你看，一单不出，我所有单都在走时间。</p><p>经过4分钟的等待，小李取到了最后一份外卖。距离接单出发时刚刚过去11分钟，需要配送的五份外卖已经全部到手了。接下来，小李要在剩余的51分钟内，将五份外卖全部送到消费者手上。</p><p>小李根据各个订单的位置以及配送时限，排列出了最节省时间的配送顺序。同时，在驾驶电动车时，小李把油门加到了最大，一刻也不能耽误。</p><p>在出发十三分钟后，为了抄近道，小李的电动车开始越过道路中心虚线逆向行驶，并在路口转弯后，行驶到了逆向车道的辅道上。</p><p>逆行了将近一分钟后，小李又闯过了一个红灯，所幸正常行驶的机动车速度不快，没有发生交通事故。</p><p>经过三分钟的行驶，小李来到达了第一个配送地点。在电梯里，小李再一次确认送餐信息，他告诉我们，如果餐送错了，要不再送一趟，要不就是自己承担了。</p><p>因为常年在固定区域进行配送，小李对附近的地形已经很熟悉了。很快小李就找到了第二个订单的位置。按照顾客要求，小李把外卖放到了顾客家的门口。</p><p>放下了第二份外卖，小李继续驾驶电动车赶往下一站。在运送第三单的过程中，小李闯了一次红灯，逆行将近一分钟。</p><p>第三份买卖送到，剩下的时间看起来还是比较充裕的。</p><p>不过小李告诉我们，影响配送速度的突发状况有很多，所以还是一刻不能耽搁。随后的第四单，小李又闯了一次红灯。</p><p>外卖第四单送到后，小李果然遇到了一个不可估算的麻烦。</p><p>饿了么骑手：这一单已经送到两分钟了，但现在系统还点不了送达，老楼网络覆盖不是很好，所以说就很容易造成超时，幸亏这单时间比较长，有一次我就是送到老楼，明明还有两分钟，餐都送到顾客手里了，系统就是点不了送达，下楼才点成功，已经造成超时了，申诉也给驳回了，说这个不是正当理由。</p><p>小李告诉我们，很多复杂的因素都会造成送餐超时。到现在为止，配送的前四单外卖总共用时41分钟，接下来小李只需要在剩余的21分钟内，将最后一单外卖送达，就可以完成任务了。</p><p>在最后一段路程上，虽然电动车也有越过路中的双实黄线的情况，不过行驶速度已经平稳一些了。</p><p>跟随小李，我们来到了配送的最后一站。经过一番寻找，小李将最后一份外卖送到了顾客手上。把5单外卖全部送达，耗时正好50分钟。</p><p>一个小时送达的这五单外卖，总共为小李带来了51.4元的收入。</p><p>小李说，因为周末的接单量要比工作日少一些，取餐和配送过程中也没有遇到太多麻烦，所以这次的配送时间还富裕了很多。但在整个配送过程中，小李还是闯了三次红灯，两次逆行，一次越双实黄线，共计六次违反交通规则。</p><p>什么原因让外卖骑手不得不拼命求快？</p><p>面对违规行为，骑手表示，每一个外卖员每一单都会出现违反交规的现象，而这是他们的无奈之举。</p><p>饿了么骑手：有时商家卡餐了，出不来餐，你怎么办，也没办法。有时候你送餐，写字楼不让上，你让这个顾客下来取餐，顾客一直二十分钟才下来，你说你怎么办，你的餐全部都超时了。我最长等过八分钟红灯，过不去你怎么办，你这个单子马上超时了，不就都是违章，你只要干送外卖、干骑手，我告诉你，百分之一百都要闯红灯。”</p><p>饿了么骑手：因为时间来不及，顾客还要催单，超时还要罚款、扣钱，所以保证安全的情况下，能闯红灯的话，我们还是需要去闯一下。</p><p>记者从饿了么外卖骑手交谈中了解到，很多外卖骑手不惜以身犯险，屡次触犯交规，并不只是为了多拉活多赚钱，更重要的是为了避免超时惩罚。</p><p>这位饿了么骑手告诉我们，他从今年3月份到现在，大约能有一百多单超时的单子。扣钱多少是根据时间来判定的。</p><p>饿了么骑手：四五分钟以内，也就是0.7元钱、0.8元钱、1元多钱，要是超过十分钟以上，就是2、3元钱。</p><p>饿了么骑手：要投诉是罚款100元到200元吧，给差评罚款是50元到100元，几乎每个平台都这样。有时候发工资，肯定是钱不够数，有时候差100元、80元钱，也没人去追究这个事。</p><p>除了罚款规则过于严苛以外，有饿了么外卖骑手认为，平台的路程运算法则也有很多不合理。</p><p>饿了么骑手：配送是根据路程，根据远近来计算，并不会根据商家出餐快慢、餐大餐小来判断时间，只是单纯根据距离计算，不管这个单是好送不好送。</p><p>记者通过美团外卖骑手了解到，美团的外卖骑手业务是外包给各个商圈站点，骑手主要分为专送骑手和众包骑手，专送骑手是专门为美团送餐，而众包骑手会接不同电商快递平台的派单。一般来说，专送骑手的超时是由各站点按月结算，不同站点扣费比率不同。</p><p>美团骑手：以前规定就是月度准时率达到99%，一分钱不扣。现在好像就是月度准时率达到98%，月度准时率达不到98%就一单扣0.5元钱，每个月一结算。</p><p>美团骑手：月度准时率达到100%，奖金200元，月度准时率99%，奖金100元，月度准时率低于95%的话，好像是扣每一单0.5元。</p><p>美团骑手：差评扣款50元，投诉也看情况，情况严重就扣款500元钱。</p><p>记者了解到，美团专送骑手每送一单固定赚取9-11元不等，而众包骑手的收入算法更加灵活，每一单4-20几元不等，同时，超时扣费也更加严苛。</p><p>美团骑手：超过5分钟就扣，根据单价，6元钱一单，就扣2元，只要超一秒钟到五分钟内就扣2元钱，超15分钟就是按一半扣。</p><p>美团骑手：投诉也是分什么类型，80%、90%都是扣钱，差评扣50元，比如说您点了外卖，你看我们不顺眼，随手就点了一个差评，服务态度差，就一句话，我们50元钱就没有了，就这么简单，我们没有说理的地方，也没有申冤的地方。投诉就是扣500元了。</p><p>记者通过对外卖骑手跟踪调查发现，外卖平台系统为骑手设置了积分等级体系，跑的单越多，准时率越高，顾客评价越好，骑手获得的积分便会越高，积分越高，等级就越高，奖励收入也会更多。</p><p>系统还将这种评价体系包装成了升级打怪的游戏，不同等级的骑手，拥有不同的称号。等级越高就拥有越高的奖励。而送餐迟到、被顾客投诉会是外卖平台处罚骑手的重要原因。</p><p>在外卖平台系统的算法与数据驱动下，外卖骑手的配送时间不断被压缩，而骑手在强大的系统驱动下，为避免差评、维持收入，不得不在现实中选择逆行、闯红灯等做法。</p><p>有调查显示，曾有一位骑手最多时同时背着26单；一个配送站的30多个骑手，在3小时内消化了1000份订单；还有一位骑手在50万人口的县城跑单，高峰期也同时被分配了16单。</p><p>闯灯、逆行，交通事故频发，外卖骑手成高危职业。</p><p>有这样一组数据，2016年，3公里送餐距离的最长时限是1小时，2017年，变成了45分钟，2018年，又缩短到了38分钟，2019年中国全行业外卖订单单均配送时长比3年前减少了10分钟。</p><p>与此相对应的是，外卖骑手的交通事故越来越多。外卖骑手成了高危职业。</p><p>2019年4月29号，在山东青岛发生了一起外卖员肇事逃逸的事故，电动车将婴儿车撞倒之后，外卖员驾车离开，因肇事逃逸，肇事者刘某负全部的责任。</p><p>同年5月27号，重庆市沙坪坝发生一起因外卖员闯红灯而引发的交通事故，外卖车被出租车撞翻在地。</p><p>同样是在重庆，2019年9月23号，重庆九龙坡发生外卖员随意变道发生的交通事故。一位外卖的电动车与出租车发生碰撞，电动车被撞倒在地，外卖员腿部受伤。</p><p>而在蚌埠，外卖员李某驾驶电动车逆行在非机动车道上，正当他准备转弯穿过马路时，与一辆出租车迎面相撞，事故导致外卖员手腕骨折。</p><p>近几年，类似这样的交通事故在全国范围内，频频发生。</p><p>2018年，四川省成都市交警部门仅7个月内，就查处骑手违法近万次，事故196件，伤亡155人次，平均每天就有1个骑手因违法伤亡。</p><p>而广东省广州市的交警部门在2018年9月这一个月内，就查处外卖骑手交通违法近2000宗。</p><p>据上海市公安局交警总队介绍，2019年上半年，上海市共发生涉及快递、外卖行业各类道路交通事故325起，造成5人死亡，324人受伤。其中“美团”公司发生109起，占比33.5%。“饿了么”公司发生111起，占比34.2%。有2名送餐员死亡。</p><p>外卖企业的举措，能否真正有效缓解骑手现状？</p><p>9月8日，一篇题为《外卖骑手，困在系统里》的文章刷屏网络，外卖企业一时被推到了风口浪尖。</p><p>为了缓解舆论压力，饿了么最先作出回应，他们提出，将在结算付款项上增加一个“我愿意多等5分钟/10分钟”的小按钮。据说，订餐用户只要点了这个按钮，平台计时系统就会因此增加相应的配送时间，从而让骑手减轻限时的压力。饿了么这个做法合理吗？会从根本意义上缓解外卖骑手的压力吗？</p><p>外卖骑手：对我们骑手来说，午餐高峰比较紧张的情况下，会有一定作用，但作用不会很大，因为单子比较多。”</p><p>外卖骑手：其实我们比顾客着急，因为我们快点送完手里单子），然后再接着下一单，有的时候我们晚了是无奈，我们很想给顾客快点送到，因为我们也多挣点钱。</p><p>很多消费者对于饿了么的这一回应，也表示不能接受。</p><p>消费者：我觉得多等5到10分钟，并不是说每一个人都特别着急。但是我觉得，作为一个外卖平台，你应该有一个更科学一些的规划，你不能说因为你不科学规划，导致这个外卖骑手需要绕很多圈子，或者说增加骑手工作量，然后这个东西再让客人去承担。我觉得这种东西，需要外卖平台有一个更好的优化。</p><p>消费者：如果真的多了5分钟到10分钟，可能只是外卖骑手考虑时间更多了，可以选择先送哪单，后送哪单，是否会出现这样一个情景，就是我先点的外卖，最后一个拿到手，是否就会影响大家一个公平性。</p><p>上海市消保委副秘书长唐健盛分析认为，饿了么的声明实际上在逻辑上是有问题的。</p><p>上海市消费者权益保护委员会副秘书长唐建盛：安全送达，我们觉得也包括整个运送过程当中合法、合规，避免违章，避免交通事故，其实也是平台应尽的义务。而在这一块儿，你把骑手违章，闯红灯，发生交通事故等等，你要把这些东西甩锅给消费者，显然消费者是不答应的。</p><p>北京市法学会电子商务法治研究会会长，中国消费者协会专家委员会专家邱宝昌认为，饿了么的这个声明有损消费者权益。</p><p>中国消费者协会专家委员会专家邱宝昌：现在我们就看到外卖平台都想通过延长配送时间，消费者可以选择这种延长时间，来弥补对外卖骑手时间延长，但是平台自己拿出了什么，所以我们更多要看到，外卖平台在这方面你付出了什么？你让利了什么？你不能，就不惜牺牲消费者的利益，来弥补平衡外卖骑手，如果消费者权益受侵害了，那你用什么来平衡呢？因为按照《电子商务法》的规定，外卖平台的协议和交易规则，应当遵循公开、公平、公正来制定。第35条规定了，平台不能利用技术优势，实施一些不合理的限定，所以说我们看到，平台给外卖骑手多给五分钟、多给八分钟，平台上没有这个权利，这个涉及到消费者权益，消费者同意不同意，所以说怎样制定一个更加合理，不是由一方，单方来拟定，我认为是几方要坐在一起共同协商，绝不能让技术，对交易各方权益实施霸凌，一定要让公平协商成为一个机制。</p><p>和饿了么让消费者选择多等待几分钟不同的是，美团在9月9日宣布，美团调度系统会给骑手留出8分钟弹性时间，并对系统持续优化，保障骑手安全行驶的时间。这一做法能够缓解骑手们的压力吗？美团的骑手们有着截然不同的两种观点。</p><p>美团骑手：有了弹性八分钟之后，就是我心里有底了，就可能路上不会那样莽撞，会多看一下。</p><p>美团骑手：延时八分钟，但是给我们派了5单，一单延时八分钟，这一单不能超时，剩下4单都超时了，你要逆行、闯红灯了，扣款，有用吗？</p><p>记者调查发现，无论是饿了么的“让消费者多等五到十分钟”，还是美团的内部优化8分钟，都无法从根本上改变外卖骑手拼命抢时间的现状。</p><p>北京市法学会电子商务法治研究会会长，中国消费者协会专家委员会专家邱宝昌呼吁政府的相关监管部门，应该针对外卖平台的这一规则制定发挥应有的作用。</p><p>中国消费者协会专家委员会专家邱宝昌：维护这个市场的公平和正义，我们监管部门要介入，要让平台遵守《电子商务法》相关规定，遵守《反不当竞争法》相关规定，要切实保障消费者合法权益，通过这次曝光，要让外卖平台霸凌我们的外卖骑手和其他经营者的这种行为，要成为历史。</p><p>据饿了么平台透露，该平台的骑手达到300万人。而美团最新发布的财报，2020年上半年，从美团平台获得收入的骑手数达到295.2万人，其中新增骑手达到138.6万人。美团今年完成22亿人民币净利润，同比增长95.5%，其中外卖业务是美团实现盈利的最大功臣。而这盈利的背后，包含着上百万外卖骑手的辛苦付出。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200915202359096d235hvtye8de006\"/><p>对于这一事件的反思，外卖企业不应该只是简单的一些措施上的回应，无论是平台企业，还是我们的监管方，都需要考虑怎么样进一步的完善，营造一个比较健康规范的生态环境，作为外卖企业，应该努力给外卖骑手提供一个有尊严的、安全的、体面的工作，能够让骑手们得到更好的劳动权益的保障，这样他们才能为消费者提供更高效、更贴心的服务。</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>央视揭秘外卖员送餐全过程：50分钟违规6次 美团一个投诉扣500元</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央视揭秘外卖员送餐全过程：50分钟违规6次 美团一个投诉扣500元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-15 20:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009152023597968d371&s=b><strong>央视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：央视揭秘外卖员送餐全过程：50分钟违规6次 美团一个投诉能扣500元9月8日，一篇题为《外卖骑手，困在系统里》的文章刷屏网络。文章指出：在外卖系统的算法与数据驱动下，外卖骑手疲于奔命，导致他们违反交规，与死神赛跑，外卖员成了高危职业。比如在去年，就有外卖员撞倒婴儿车逃逸的悲剧发生。近日，央视记者完整记录了一名外卖员的送餐全过程。5单外卖，在50分钟的配送过程中，外卖员闯了三次红灯，两次逆行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009152023597968d371&s=b\">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/289b82a155026055831ebe486b902c66","relate_stocks":{"03690":"美团-W","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009152023597968d371&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2067873753","content_text":"原标题：央视揭秘外卖员送餐全过程：50分钟违规6次 美团一个投诉能扣500元9月8日，一篇题为《外卖骑手，困在系统里》的文章刷屏网络。文章指出：在外卖系统的算法与数据驱动下，外卖骑手疲于奔命，导致他们违反交规，与死神赛跑，外卖员成了高危职业。比如在去年，就有外卖员撞倒婴儿车逃逸的悲剧发生。近日，央视记者完整记录了一名外卖员的送餐全过程。5单外卖，在50分钟的配送过程中，外卖员闯了三次红灯，两次逆行，一次越双实黄线，共计六次违反交通规则。面对违规行为，骑手表示，每一个外卖员每一单都会出现违反交规的现象，而这是他们的无奈之举。他们并不只是为了多拉活多赚钱，更重要的是为了避免超时惩罚。拿美团外卖举例，如果美团骑手收到一个差评，就会被扣50元；如果收到一个投诉，就会被扣500元。以下为全文：（央视财经《消费主张》）9月8日，一篇题为《外卖骑手，困在系统里》的文章刷屏网络。文章指出：在外卖系统的算法与数据驱动下，外卖骑手疲于奔命，导致他们违反交规、与死神赛跑，外卖员成了高危职业。面对这篇火爆的文章，饿了么、美团也先后进行了回应。饿了么的回应是给消费者一个选项，愿意多等五到十分钟。美团的回应是更好优化系统，更好保障安全，改进骑手奖励模式，关怀骑手与家人，认真听取大家意见。经历此次风波之后，外卖骑手系统困局能够得到彻底解决吗？消费者在外卖服务的体验上，有什么变化？50分钟违规6次！独家揭秘外卖员送餐全过程2020年9月12日，记者在北京市三环内的一处商业区，见到了饿了么的兼职骑手小李，每天中午他都会在这里等待外卖订单。小李告诉我们，此时正是外卖高峰期，他接了5单外卖，要赶紧去取餐了。为了能完整记录小李的送餐过程，记者搭上了另一辆外卖电动车，和小李一同出发。5单外卖，从出发取餐到全部送达，小李要在一小时零两分钟之内完成。在这样的规定时间内，小李能顺利完成配送任务吗？刚刚出发不到一分钟，小李就取到了第一份外卖。经过一番快速转场，距离出发时间2分多钟时，小李又取到了第二份和第三份外卖。紧接着小李一刻不停的跑向电动车，继续转战另一个商场。这一次，小李遇到了麻烦，到店后他并没有立即取到外卖，两份外卖其中的一份还在打包。在等待中，小李的情绪逐渐变得焦躁起来。饿了么骑手：前几个单（取餐）都很顺，到这儿就卡了。你看，一单不出，我所有单都在走时间。经过4分钟的等待，小李取到了最后一份外卖。距离接单出发时刚刚过去11分钟，需要配送的五份外卖已经全部到手了。接下来，小李要在剩余的51分钟内，将五份外卖全部送到消费者手上。小李根据各个订单的位置以及配送时限，排列出了最节省时间的配送顺序。同时，在驾驶电动车时，小李把油门加到了最大，一刻也不能耽误。在出发十三分钟后，为了抄近道，小李的电动车开始越过道路中心虚线逆向行驶，并在路口转弯后，行驶到了逆向车道的辅道上。逆行了将近一分钟后，小李又闯过了一个红灯，所幸正常行驶的机动车速度不快，没有发生交通事故。经过三分钟的行驶，小李来到达了第一个配送地点。在电梯里，小李再一次确认送餐信息，他告诉我们，如果餐送错了，要不再送一趟，要不就是自己承担了。因为常年在固定区域进行配送，小李对附近的地形已经很熟悉了。很快小李就找到了第二个订单的位置。按照顾客要求，小李把外卖放到了顾客家的门口。放下了第二份外卖，小李继续驾驶电动车赶往下一站。在运送第三单的过程中，小李闯了一次红灯，逆行将近一分钟。第三份买卖送到，剩下的时间看起来还是比较充裕的。不过小李告诉我们，影响配送速度的突发状况有很多，所以还是一刻不能耽搁。随后的第四单，小李又闯了一次红灯。外卖第四单送到后，小李果然遇到了一个不可估算的麻烦。饿了么骑手：这一单已经送到两分钟了，但现在系统还点不了送达，老楼网络覆盖不是很好，所以说就很容易造成超时，幸亏这单时间比较长，有一次我就是送到老楼，明明还有两分钟，餐都送到顾客手里了，系统就是点不了送达，下楼才点成功，已经造成超时了，申诉也给驳回了，说这个不是正当理由。小李告诉我们，很多复杂的因素都会造成送餐超时。到现在为止，配送的前四单外卖总共用时41分钟，接下来小李只需要在剩余的21分钟内，将最后一单外卖送达，就可以完成任务了。在最后一段路程上，虽然电动车也有越过路中的双实黄线的情况，不过行驶速度已经平稳一些了。跟随小李，我们来到了配送的最后一站。经过一番寻找，小李将最后一份外卖送到了顾客手上。把5单外卖全部送达，耗时正好50分钟。一个小时送达的这五单外卖，总共为小李带来了51.4元的收入。小李说，因为周末的接单量要比工作日少一些，取餐和配送过程中也没有遇到太多麻烦，所以这次的配送时间还富裕了很多。但在整个配送过程中，小李还是闯了三次红灯，两次逆行，一次越双实黄线，共计六次违反交通规则。什么原因让外卖骑手不得不拼命求快？面对违规行为，骑手表示，每一个外卖员每一单都会出现违反交规的现象，而这是他们的无奈之举。饿了么骑手：有时商家卡餐了，出不来餐，你怎么办，也没办法。有时候你送餐，写字楼不让上，你让这个顾客下来取餐，顾客一直二十分钟才下来，你说你怎么办，你的餐全部都超时了。我最长等过八分钟红灯，过不去你怎么办，你这个单子马上超时了，不就都是违章，你只要干送外卖、干骑手，我告诉你，百分之一百都要闯红灯。”饿了么骑手：因为时间来不及，顾客还要催单，超时还要罚款、扣钱，所以保证安全的情况下，能闯红灯的话，我们还是需要去闯一下。记者从饿了么外卖骑手交谈中了解到，很多外卖骑手不惜以身犯险，屡次触犯交规，并不只是为了多拉活多赚钱，更重要的是为了避免超时惩罚。这位饿了么骑手告诉我们，他从今年3月份到现在，大约能有一百多单超时的单子。扣钱多少是根据时间来判定的。饿了么骑手：四五分钟以内，也就是0.7元钱、0.8元钱、1元多钱，要是超过十分钟以上，就是2、3元钱。饿了么骑手：要投诉是罚款100元到200元吧，给差评罚款是50元到100元，几乎每个平台都这样。有时候发工资，肯定是钱不够数，有时候差100元、80元钱，也没人去追究这个事。除了罚款规则过于严苛以外，有饿了么外卖骑手认为，平台的路程运算法则也有很多不合理。饿了么骑手：配送是根据路程，根据远近来计算，并不会根据商家出餐快慢、餐大餐小来判断时间，只是单纯根据距离计算，不管这个单是好送不好送。记者通过美团外卖骑手了解到，美团的外卖骑手业务是外包给各个商圈站点，骑手主要分为专送骑手和众包骑手，专送骑手是专门为美团送餐，而众包骑手会接不同电商快递平台的派单。一般来说，专送骑手的超时是由各站点按月结算，不同站点扣费比率不同。美团骑手：以前规定就是月度准时率达到99%，一分钱不扣。现在好像就是月度准时率达到98%，月度准时率达不到98%就一单扣0.5元钱，每个月一结算。美团骑手：月度准时率达到100%，奖金200元，月度准时率99%，奖金100元，月度准时率低于95%的话，好像是扣每一单0.5元。美团骑手：差评扣款50元，投诉也看情况，情况严重就扣款500元钱。记者了解到，美团专送骑手每送一单固定赚取9-11元不等，而众包骑手的收入算法更加灵活，每一单4-20几元不等，同时，超时扣费也更加严苛。美团骑手：超过5分钟就扣，根据单价，6元钱一单，就扣2元，只要超一秒钟到五分钟内就扣2元钱，超15分钟就是按一半扣。美团骑手：投诉也是分什么类型，80%、90%都是扣钱，差评扣50元，比如说您点了外卖，你看我们不顺眼，随手就点了一个差评，服务态度差，就一句话，我们50元钱就没有了，就这么简单，我们没有说理的地方，也没有申冤的地方。投诉就是扣500元了。记者通过对外卖骑手跟踪调查发现，外卖平台系统为骑手设置了积分等级体系，跑的单越多，准时率越高，顾客评价越好，骑手获得的积分便会越高，积分越高，等级就越高，奖励收入也会更多。系统还将这种评价体系包装成了升级打怪的游戏，不同等级的骑手，拥有不同的称号。等级越高就拥有越高的奖励。而送餐迟到、被顾客投诉会是外卖平台处罚骑手的重要原因。在外卖平台系统的算法与数据驱动下，外卖骑手的配送时间不断被压缩，而骑手在强大的系统驱动下，为避免差评、维持收入，不得不在现实中选择逆行、闯红灯等做法。有调查显示，曾有一位骑手最多时同时背着26单；一个配送站的30多个骑手，在3小时内消化了1000份订单；还有一位骑手在50万人口的县城跑单，高峰期也同时被分配了16单。闯灯、逆行，交通事故频发，外卖骑手成高危职业。有这样一组数据，2016年，3公里送餐距离的最长时限是1小时，2017年，变成了45分钟，2018年，又缩短到了38分钟，2019年中国全行业外卖订单单均配送时长比3年前减少了10分钟。与此相对应的是，外卖骑手的交通事故越来越多。外卖骑手成了高危职业。2019年4月29号，在山东青岛发生了一起外卖员肇事逃逸的事故，电动车将婴儿车撞倒之后，外卖员驾车离开，因肇事逃逸，肇事者刘某负全部的责任。同年5月27号，重庆市沙坪坝发生一起因外卖员闯红灯而引发的交通事故，外卖车被出租车撞翻在地。同样是在重庆，2019年9月23号，重庆九龙坡发生外卖员随意变道发生的交通事故。一位外卖的电动车与出租车发生碰撞，电动车被撞倒在地，外卖员腿部受伤。而在蚌埠，外卖员李某驾驶电动车逆行在非机动车道上，正当他准备转弯穿过马路时，与一辆出租车迎面相撞，事故导致外卖员手腕骨折。近几年，类似这样的交通事故在全国范围内，频频发生。2018年，四川省成都市交警部门仅7个月内，就查处骑手违法近万次，事故196件，伤亡155人次，平均每天就有1个骑手因违法伤亡。而广东省广州市的交警部门在2018年9月这一个月内，就查处外卖骑手交通违法近2000宗。据上海市公安局交警总队介绍，2019年上半年，上海市共发生涉及快递、外卖行业各类道路交通事故325起，造成5人死亡，324人受伤。其中“美团”公司发生109起，占比33.5%。“饿了么”公司发生111起，占比34.2%。有2名送餐员死亡。外卖企业的举措，能否真正有效缓解骑手现状？9月8日，一篇题为《外卖骑手，困在系统里》的文章刷屏网络，外卖企业一时被推到了风口浪尖。为了缓解舆论压力，饿了么最先作出回应，他们提出，将在结算付款项上增加一个“我愿意多等5分钟/10分钟”的小按钮。据说，订餐用户只要点了这个按钮，平台计时系统就会因此增加相应的配送时间，从而让骑手减轻限时的压力。饿了么这个做法合理吗？会从根本意义上缓解外卖骑手的压力吗？外卖骑手：对我们骑手来说，午餐高峰比较紧张的情况下，会有一定作用，但作用不会很大，因为单子比较多。”外卖骑手：其实我们比顾客着急，因为我们快点送完手里单子），然后再接着下一单，有的时候我们晚了是无奈，我们很想给顾客快点送到，因为我们也多挣点钱。很多消费者对于饿了么的这一回应，也表示不能接受。消费者：我觉得多等5到10分钟，并不是说每一个人都特别着急。但是我觉得，作为一个外卖平台，你应该有一个更科学一些的规划，你不能说因为你不科学规划，导致这个外卖骑手需要绕很多圈子，或者说增加骑手工作量，然后这个东西再让客人去承担。我觉得这种东西，需要外卖平台有一个更好的优化。消费者：如果真的多了5分钟到10分钟，可能只是外卖骑手考虑时间更多了，可以选择先送哪单，后送哪单，是否会出现这样一个情景，就是我先点的外卖，最后一个拿到手，是否就会影响大家一个公平性。上海市消保委副秘书长唐健盛分析认为，饿了么的声明实际上在逻辑上是有问题的。上海市消费者权益保护委员会副秘书长唐建盛：安全送达，我们觉得也包括整个运送过程当中合法、合规，避免违章，避免交通事故，其实也是平台应尽的义务。而在这一块儿，你把骑手违章，闯红灯，发生交通事故等等，你要把这些东西甩锅给消费者，显然消费者是不答应的。北京市法学会电子商务法治研究会会长，中国消费者协会专家委员会专家邱宝昌认为，饿了么的这个声明有损消费者权益。中国消费者协会专家委员会专家邱宝昌：现在我们就看到外卖平台都想通过延长配送时间，消费者可以选择这种延长时间，来弥补对外卖骑手时间延长，但是平台自己拿出了什么，所以我们更多要看到，外卖平台在这方面你付出了什么？你让利了什么？你不能，就不惜牺牲消费者的利益，来弥补平衡外卖骑手，如果消费者权益受侵害了，那你用什么来平衡呢？因为按照《电子商务法》的规定，外卖平台的协议和交易规则，应当遵循公开、公平、公正来制定。第35条规定了，平台不能利用技术优势，实施一些不合理的限定，所以说我们看到，平台给外卖骑手多给五分钟、多给八分钟，平台上没有这个权利，这个涉及到消费者权益，消费者同意不同意，所以说怎样制定一个更加合理，不是由一方，单方来拟定，我认为是几方要坐在一起共同协商，绝不能让技术，对交易各方权益实施霸凌，一定要让公平协商成为一个机制。和饿了么让消费者选择多等待几分钟不同的是，美团在9月9日宣布，美团调度系统会给骑手留出8分钟弹性时间，并对系统持续优化，保障骑手安全行驶的时间。这一做法能够缓解骑手们的压力吗？美团的骑手们有着截然不同的两种观点。美团骑手：有了弹性八分钟之后，就是我心里有底了，就可能路上不会那样莽撞，会多看一下。美团骑手：延时八分钟，但是给我们派了5单，一单延时八分钟，这一单不能超时，剩下4单都超时了，你要逆行、闯红灯了，扣款，有用吗？记者调查发现，无论是饿了么的“让消费者多等五到十分钟”，还是美团的内部优化8分钟，都无法从根本上改变外卖骑手拼命抢时间的现状。北京市法学会电子商务法治研究会会长，中国消费者协会专家委员会专家邱宝昌呼吁政府的相关监管部门，应该针对外卖平台的这一规则制定发挥应有的作用。中国消费者协会专家委员会专家邱宝昌：维护这个市场的公平和正义，我们监管部门要介入，要让平台遵守《电子商务法》相关规定，遵守《反不当竞争法》相关规定，要切实保障消费者合法权益，通过这次曝光，要让外卖平台霸凌我们的外卖骑手和其他经营者的这种行为，要成为历史。据饿了么平台透露，该平台的骑手达到300万人。而美团最新发布的财报，2020年上半年，从美团平台获得收入的骑手数达到295.2万人，其中新增骑手达到138.6万人。美团今年完成22亿人民币净利润，同比增长95.5%，其中外卖业务是美团实现盈利的最大功臣。而这盈利的背后，包含着上百万外卖骑手的辛苦付出。对于这一事件的反思，外卖企业不应该只是简单的一些措施上的回应，无论是平台企业，还是我们的监管方，都需要考虑怎么样进一步的完善，营造一个比较健康规范的生态环境，作为外卖企业，应该努力给外卖骑手提供一个有尊严的、安全的、体面的工作，能够让骑手们得到更好的劳动权益的保障，这样他们才能为消费者提供更高效、更贴心的服务。","news_type":1,"symbols_score_info":{"QNETCN":0.6,"03690":1}},"isVote":1,"tweetType":1,"viewCount":4257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937878333,"gmtCreate":1574903265922,"gmtModify":1704728777349,"author":{"id":"3464954032518443","authorId":"3464954032518443","name":"分享","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464954032518443","authorIdStr":"3464954032518443"},"themes":[],"title":"","htmlText":"股市好坏看公司","listText":"股市好坏看公司","text":"股市好坏看公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937878333","repostId":"1175466874","repostType":2,"repost":{"id":"1175466874","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":1574898522,"share":"https://www.laohunote.com/m/news/1175466874?lang=zh_CN&edition=full","pubTime":"2019-11-28 07:48","market":"hk","language":"zh","title":"昨夜今晨：美股连续三日创新高！黑五前消费类股领跑","url":"https://stock-news.laohu8.com/highlight/detail?id=1175466874","media":"老虎资讯综合","summary":"摘要：美三大指数连续三日创新高，纳指涨0.66%首次突破8700点；黑石集团称美股仍有上升空间，信安投资称美股崩盘或将上演；美国三季度GDP增长2.1%超预期；阿里涨超3%破200美元；马斯克暗示电动","content":"<blockquote>\n <span>摘要：美三大指数连续三日创新高，纳指涨0.66%首次突破8700点；黑石集团称美股仍有上升空间，信安投资称美股崩盘或将上演；美国三季度GDP增长2.1%超预期；阿里涨超3%破200美元；马斯克暗示电动皮卡预定量达25万；传苹果将推更多尺寸iPhone；中粮集团计划将中国粮油控股私有化；消息称微软或收购彭博，估值700亿美元。</span>\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>1、</b><b><span>美股震荡上行三大股指再创收盘历史新高！蔚来大涨近8%</span></b></p>\n<p>美股周三震荡上行，到收盘时三大基准股指又一次创下收盘历史新高。此前公布的数据显示美国三季度GDP增长2.1%，超出预期。 截至收盘，道指上涨42.32点，报28164点，涨幅为0.15%；标普500指数上涨13.11点，报3153.63点，涨幅为0.42%；纳指上涨57.24点，报8705.17点，涨幅为0.66%。</p>\n<p><b>在“黑色星期五”之前，非必需消费品类股成为标普500指数中表现最好的板块，上涨0.8％，Under Armour上涨6％，领跑大盘。此前Raymond James的分析师将其股票评级从“跑赢大盘”上调至“强力买进”。</b></p>\n<p><b>2、</b><b><span>中概股收盘：阿里涨超3%，360金融飙涨近17%</span></b></p>\n<p>在美上市中概股周三收盘普涨，衡量中概股走势的纽约梅隆银行中国ADR指数大幅上涨9.50点，报收于571.61点，涨幅为1.69%。大型中概股中，阿里巴巴<a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a>涨3.14%，京东<a href=\"https://laohu8.com/S/JD\">$(JD)$</a>涨0.88%，拼多多<a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>跌3.03%，百度<a href=\"https://laohu8.com/S/BIDU\">$(BIDU)$</a>涨0.77%，网易<a href=\"https://laohu8.com/S/NTES\">$(NTES)$</a>涨1.50%，好未来<a href=\"https://laohu8.com/S/TAL\">$(TAL)$</a>涨2.89%，新东方<a href=\"https://laohu8.com/S/EDU\">$(EDU)$</a>跌0.11%，携程<a href=\"https://laohu8.com/S/TCOM\">$(TCOM)$</a>涨0.73%，中通快递<a href=\"https://laohu8.com/S/ZTO\">$(ZTO)$</a>涨1.27%，爱奇艺<a href=\"https://laohu8.com/S/IQ\">$(IQ)$</a>涨2.03%，微博<a href=\"https://laohu8.com/S/WB\">$(WB)$</a>涨0.32%，58同城<a href=\"https://laohu8.com/S/WUBA\">$(WUBA)$</a>涨0.27%，金融界<a href=\"https://laohu8.com/S/JRJC\">$(JRJC)$</a>涨18.52%，360金融<a href=\"https://laohu8.com/S/QFIN\">$(QFIN)$</a>涨16.71%。</p>\n<p><b>3、</b><b><span>欧股盘中一度触及四年新高！收盘缩窄涨幅至0.3%</span></b></p>\n<p>欧洲斯托克600指数上涨1.32点，报收于409.81点，涨幅为0.32%，盘中一度触及四年新高。多数行业板块和欧洲主要国家的股市均收盘走高，其中电信股领涨，这个板块上涨了1%。另一方面，原油和天然气股下跌了0.3%。</p>\n<p><b>4、</b><b><span>金价收跌0.4% 因美股继续冲击纪录区域</span></b></p>\n<p>纽约商品交易所明年2月份交割的黄金期货价格下跌6.60美元，报收于每盎司1460.80美元，跌幅为0.4%，该合约现已成为主力合约。原因是在国际紧张形势缓和的环境下，美国股市继续向纪录区域推进。</p>\n<p><b>5、</b><b><span>美油收跌0.5% 因美国原油库存意外增长</span></b></p>\n<p>纽约商业交易所12月份交割的西德克萨斯轻质原油（WTI）期货价格下跌30美分，报收于每桶58.11美元，跌幅为0.5%。原因是据政府报告显示，最新一周的美国原油库存出人意料地有所增长。</p>\n<p><b>6、比特币：CME比特币期货BTC主力合约报7540美元，较之前一个交易日上涨5.97%，盘中交投于6835-7700美元区间。</b></p>\n<p><b>美股后市研判</b></p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1986964287\" target=\"_blank\"><b><span>黑石副董事长韦恩：美股仍有上升空间，股票估值不算过高</span></b></a></p>\n<p>华尔街传奇人物、私募股权投资巨头黑石集团（NYSE:BX）负责私人财富解决方案的副董事长拜伦-韦恩(Byron Wien)表示，由于低利率环境使得股票估值保持在一个很有吸引力的位置上，因此美国股市的上涨走势可能远未结束。</p>\n<p><b>2、</b><b><span>2018年12月美股崩盘将再度上演？信安环球投资：可能会更糟</span></b></p>\n<p>信安环球投资（Principal Global Investors）的首席策略师沙阿警告称，如果国际紧张形势在12月中旬之前得不到缓和，那么美国股市将面临再次遭到抛售的风险。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/1986692819\" target=\"_blank\"><b><span>美股投资者已“狂热” 或是未来数月市场见顶的征兆</span></b></a></p>\n<p>加拿大皇家银行资本（RBCCapital）周二表示，华尔街对美股的乐观程度升至过去几个月以来最高，这可能是未来几个月市场将见顶的征兆。</p>\n<p><b>国际宏观</b></p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1986969414\" target=\"_blank\"><b><span>分析师：伴随美国经济放缓 美联储料在2020年四次降息</span></b></a></p>\n<p>Pictet Wealth经济学家Thomas Costerg在2020年展望中称，美联储在2019年的三轮降息不足以改变形势发展并推动经济V形回暖，决策者必须在6月重启降息，下调25个基点，然后再降息3次每次各25个基点。Pictet预计美国2020年GDP增速为1.3%，2019年为2.2%。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/1986796294\" target=\"_blank\"><b><span>美联储褐皮书：美国经济适度扩张，就业继续小幅增长</span></b></a></p>\n<p>美联储周三公布所谓的“褐皮书”（Beige Book）报告称，美国经济在10月和11月中旬之间“适度扩张”，经济前景“总体保持积极”。尽管全美就业市场都保持紧张状态，但整体而言就业人数还在继续小幅增加。在12个地方联储中，大多数地方联储的商界联系人都上报称，企业在聘用工人的问题上面临困难，工资压力温和上升。</p>\n<p><b>3、</b><b><span>美国国债收益率低于名义GDP增速的情况可能还会持续几十年</span></b></p>\n<p>德意志银行的Jim Reid表示，美国基准国债收益率近十年来一直落后于美国名义经济增长率，随着国家债务的增加，这种情况至少会持续到2040年代。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/1986996491\" target=\"_blank\"><b><span>谈判期限到期 美国或下周就法国数字税提出反制措施</span></b></a></p>\n<p>美国贸易代表办公室（USTR）表示，正在完成对法国数字服务税的调查。美国将于12日2日（周一）宣布会<b>以何种报复性措施以回应法国推出的数字服务税。</b></p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/1986961115\" target=\"_blank\"><b><span>美国石油活跃钻井数减少3座 已经连续12个月录得下降</span></b></a></p>\n<p>美国油服公司贝克休斯（Baker Hughes）周三（11月27日）公布数据显示，截至11月29日当周，美国石油活跃钻井数减少3座至668座，连续六周录得下滑且触及2017年4月来最低。</p>\n<p><b>6、</b><b><span>OPEC+料将延续当前减产协议 但不会进一步加大力度</span></b></p>\n<p>在对全球35位分析师和交易员进行的调查中，仅一位预期OPEC与盟国将在下周会议上达成进一步减产的共识。多数受访者预期他们将把现有的减产协议延长到2020年中。</p>\n<p><b>7、</b><b><span>关键购物季来临 美国线上零售商顶住压力挽留顾客</span></b></p>\n<p>受美国贸易政策的影响，在关键的“黑五”购物季来临之际，美国主要在线零售商的电子产品价格小幅上涨，但包括沃尔玛和亚马逊在内的多家电商不得不顶住压力，以保持其他热门假日产品的价格稳定。</p>\n<p><b>8、</b><b><span>美国三季度GDP增长2.1%超预期，四季度或将放缓</span></b></p>\n<p>美国商务部周三公布了第三季度GDP的第二版数据，该数据显示第三季度GDP的年化增长率为2.1%，与上个月初步报告的1.9%相比有所上升。在此前的第二季度，美国GDP的年化增长率为2.0%。根据接受路透社调查的经济学家此前作出的平均预测，第三季度美国GDP的年化增长率不会被修正，仍将保持在1.9%。</p>\n<p><b>公司新闻</b></p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1986969199\" target=\"_blank\"><b><span>全球最大反亚马逊联盟成立 索罗斯欲狙击贝索斯</span></b></a></p>\n<p>腾讯证券11月28日讯，亚马逊在自己最初的20年里蓬勃发展，几乎没有听到太大的反对声音，也没有那么严格的审查。但一个新组建的联盟和公布的一份报告清楚地表明，这样的亚马逊时代已经结束了。这个名为“Athena”的联盟由三十多个草根组织组成，关注问题包括数字监控、反垄断和仓库工作条件等，目标是鼓励和统一业内对亚马逊的抵制力量。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/1986068968\" target=\"_blank\"><b><span>外媒：分析师猜测微软或收购“财经帝国”彭博，估值700亿美元</span></b></a></p>\n<p>微软是全世界最大的商用软件公司，彭博集团则是美国乃至全球知名的「财经媒体帝国」，这两家公司看上去交集并不多，但是据外媒最新消息，华尔街分析师群体中有传言称，随着彭博集团掌门人参加总统竞选，微软公司可能收购彭博集团，外媒分析这一收购交易如果真的发生，的确有诸多合理因素。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/1986950927\" target=\"_blank\"><b><span>特斯拉CEO马斯克暗示：电动皮卡预定量已达到25万</span></b></a></p>\n<p>特斯拉首席执行官埃隆·马斯克（Elon Musk）周二晚些时候暗示，公司目前已经收到了25万辆CyberTruck的预订单，这是一款受《银翼杀手》（Blade Runner，1982年上映的美国新黑色反乌托邦科幻电影）启发设计的电动皮卡车型。</p>\n<p><b>4、</b><b><span>360金融Q3净利润同比增27%，方源资本成重要股东</span></b></p>\n<p>金融科技公司360金融（Nasdaq:QFIN）周三发布了未经审计的2019年第三季度业绩报告。2019年第三季度，360金融总净营收为人民币25.830亿元（约合3.614亿美元），同比增长98%；净利润为人民币7.335亿元（约合1.026亿美元），同比增长27%；非美国会计准则下净利润为人民币7.558亿元（约合1.057亿美元），同比增长18%。</p>\n<p><b>5、</b><b><span>挑战亚马逊 传统零售商纷纷推出配送次日达服务</span></b></p>\n<p>美国最大的几家零售公司纷纷以更快的送货服务吸引购物者，这给感恩节和圣诞节之间传统购物季的竞争增加了新的变数。而推动快递业迅猛发展的正是亚马逊自己，今年第四季度，该公司将斥资15亿美元扩大其免费次日达的范围。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/1986962731\" target=\"_blank\"><b><span>中粮集团计划将中国粮油控股私有化</span></b></a></p>\n<p>中国粮油控股公告，中粮集团计划将公司私有化，计划完成后，公司将由要约方、Wide Smart及Jumbo Profit全资拥有，股份将在联交所撤回上市地位，注销价为每股4.25港元。股票将于今日复牌。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/1986961538\" target=\"_blank\"><b><span>波音的麻烦可能很快就会在华尔街彻底暴露出来</span></b></a></p>\n<p>华尔街对波音的耐心可能很快就会消耗殆尽。自年初以来，这家飞机制造商的股价仍上涨了15%。尽管在3月10日埃塞俄比亚航空客机坠毁、导致波音737 Max客机停飞后的一个月里该公司股价大幅下跌，但自那以后的7个月里，股价几乎没有变化。但很明显，近几个月来，许多分析师已经对该公司失去了耐心。甚至一些看好该股的人也在下调他们的目标价。</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>昨夜今晨：美股连续三日创新高！黑五前消费类股领跑</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昨夜今晨：美股连续三日创新高！黑五前消费类股领跑\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\">2019-11-28 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <span>摘要：美三大指数连续三日创新高，纳指涨0.66%首次突破8700点；黑石集团称美股仍有上升空间，信安投资称美股崩盘或将上演；美国三季度GDP增长2.1%超预期；阿里涨超3%破200美元；马斯克暗示电动皮卡预定量达25万；传苹果将推更多尺寸iPhone；中粮集团计划将中国粮油控股私有化；消息称微软或收购彭博，估值700亿美元。</span>\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>1、</b><b><span>美股震荡上行三大股指再创收盘历史新高！蔚来大涨近8%</span></b></p>\n<p>美股周三震荡上行，到收盘时三大基准股指又一次创下收盘历史新高。此前公布的数据显示美国三季度GDP增长2.1%，超出预期。 截至收盘，道指上涨42.32点，报28164点，涨幅为0.15%；标普500指数上涨13.11点，报3153.63点，涨幅为0.42%；纳指上涨57.24点，报8705.17点，涨幅为0.66%。</p>\n<p><b>在“黑色星期五”之前，非必需消费品类股成为标普500指数中表现最好的板块，上涨0.8％，Under Armour上涨6％，领跑大盘。此前Raymond James的分析师将其股票评级从“跑赢大盘”上调至“强力买进”。</b></p>\n<p><b>2、</b><b><span>中概股收盘：阿里涨超3%，360金融飙涨近17%</span></b></p>\n<p>在美上市中概股周三收盘普涨，衡量中概股走势的纽约梅隆银行中国ADR指数大幅上涨9.50点，报收于571.61点，涨幅为1.69%。大型中概股中，阿里巴巴<a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a>涨3.14%，京东<a href=\"https://laohu8.com/S/JD\">$(JD)$</a>涨0.88%，拼多多<a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>跌3.03%，百度<a href=\"https://laohu8.com/S/BIDU\">$(BIDU)$</a>涨0.77%，网易<a href=\"https://laohu8.com/S/NTES\">$(NTES)$</a>涨1.50%，好未来<a href=\"https://laohu8.com/S/TAL\">$(TAL)$</a>涨2.89%，新东方<a href=\"https://laohu8.com/S/EDU\">$(EDU)$</a>跌0.11%，携程<a href=\"https://laohu8.com/S/TCOM\">$(TCOM)$</a>涨0.73%，中通快递<a href=\"https://laohu8.com/S/ZTO\">$(ZTO)$</a>涨1.27%，爱奇艺<a href=\"https://laohu8.com/S/IQ\">$(IQ)$</a>涨2.03%，微博<a href=\"https://laohu8.com/S/WB\">$(WB)$</a>涨0.32%，58同城<a href=\"https://laohu8.com/S/WUBA\">$(WUBA)$</a>涨0.27%，金融界<a href=\"https://laohu8.com/S/JRJC\">$(JRJC)$</a>涨18.52%，360金融<a href=\"https://laohu8.com/S/QFIN\">$(QFIN)$</a>涨16.71%。</p>\n<p><b>3、</b><b><span>欧股盘中一度触及四年新高！收盘缩窄涨幅至0.3%</span></b></p>\n<p>欧洲斯托克600指数上涨1.32点，报收于409.81点，涨幅为0.32%，盘中一度触及四年新高。多数行业板块和欧洲主要国家的股市均收盘走高，其中电信股领涨，这个板块上涨了1%。另一方面，原油和天然气股下跌了0.3%。</p>\n<p><b>4、</b><b><span>金价收跌0.4% 因美股继续冲击纪录区域</span></b></p>\n<p>纽约商品交易所明年2月份交割的黄金期货价格下跌6.60美元，报收于每盎司1460.80美元，跌幅为0.4%，该合约现已成为主力合约。原因是在国际紧张形势缓和的环境下，美国股市继续向纪录区域推进。</p>\n<p><b>5、</b><b><span>美油收跌0.5% 因美国原油库存意外增长</span></b></p>\n<p>纽约商业交易所12月份交割的西德克萨斯轻质原油（WTI）期货价格下跌30美分，报收于每桶58.11美元，跌幅为0.5%。原因是据政府报告显示，最新一周的美国原油库存出人意料地有所增长。</p>\n<p><b>6、比特币：CME比特币期货BTC主力合约报7540美元，较之前一个交易日上涨5.97%，盘中交投于6835-7700美元区间。</b></p>\n<p><b>美股后市研判</b></p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1986964287\" target=\"_blank\"><b><span>黑石副董事长韦恩：美股仍有上升空间，股票估值不算过高</span></b></a></p>\n<p>华尔街传奇人物、私募股权投资巨头黑石集团（NYSE:BX）负责私人财富解决方案的副董事长拜伦-韦恩(Byron Wien)表示，由于低利率环境使得股票估值保持在一个很有吸引力的位置上，因此美国股市的上涨走势可能远未结束。</p>\n<p><b>2、</b><b><span>2018年12月美股崩盘将再度上演？信安环球投资：可能会更糟</span></b></p>\n<p>信安环球投资（Principal Global Investors）的首席策略师沙阿警告称，如果国际紧张形势在12月中旬之前得不到缓和，那么美国股市将面临再次遭到抛售的风险。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/1986692819\" target=\"_blank\"><b><span>美股投资者已“狂热” 或是未来数月市场见顶的征兆</span></b></a></p>\n<p>加拿大皇家银行资本（RBCCapital）周二表示，华尔街对美股的乐观程度升至过去几个月以来最高，这可能是未来几个月市场将见顶的征兆。</p>\n<p><b>国际宏观</b></p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1986969414\" target=\"_blank\"><b><span>分析师：伴随美国经济放缓 美联储料在2020年四次降息</span></b></a></p>\n<p>Pictet Wealth经济学家Thomas Costerg在2020年展望中称，美联储在2019年的三轮降息不足以改变形势发展并推动经济V形回暖，决策者必须在6月重启降息，下调25个基点，然后再降息3次每次各25个基点。Pictet预计美国2020年GDP增速为1.3%，2019年为2.2%。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/1986796294\" target=\"_blank\"><b><span>美联储褐皮书：美国经济适度扩张，就业继续小幅增长</span></b></a></p>\n<p>美联储周三公布所谓的“褐皮书”（Beige Book）报告称，美国经济在10月和11月中旬之间“适度扩张”，经济前景“总体保持积极”。尽管全美就业市场都保持紧张状态，但整体而言就业人数还在继续小幅增加。在12个地方联储中，大多数地方联储的商界联系人都上报称，企业在聘用工人的问题上面临困难，工资压力温和上升。</p>\n<p><b>3、</b><b><span>美国国债收益率低于名义GDP增速的情况可能还会持续几十年</span></b></p>\n<p>德意志银行的Jim Reid表示，美国基准国债收益率近十年来一直落后于美国名义经济增长率，随着国家债务的增加，这种情况至少会持续到2040年代。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/1986996491\" target=\"_blank\"><b><span>谈判期限到期 美国或下周就法国数字税提出反制措施</span></b></a></p>\n<p>美国贸易代表办公室（USTR）表示，正在完成对法国数字服务税的调查。美国将于12日2日（周一）宣布会<b>以何种报复性措施以回应法国推出的数字服务税。</b></p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/1986961115\" target=\"_blank\"><b><span>美国石油活跃钻井数减少3座 已经连续12个月录得下降</span></b></a></p>\n<p>美国油服公司贝克休斯（Baker Hughes）周三（11月27日）公布数据显示，截至11月29日当周，美国石油活跃钻井数减少3座至668座，连续六周录得下滑且触及2017年4月来最低。</p>\n<p><b>6、</b><b><span>OPEC+料将延续当前减产协议 但不会进一步加大力度</span></b></p>\n<p>在对全球35位分析师和交易员进行的调查中，仅一位预期OPEC与盟国将在下周会议上达成进一步减产的共识。多数受访者预期他们将把现有的减产协议延长到2020年中。</p>\n<p><b>7、</b><b><span>关键购物季来临 美国线上零售商顶住压力挽留顾客</span></b></p>\n<p>受美国贸易政策的影响，在关键的“黑五”购物季来临之际，美国主要在线零售商的电子产品价格小幅上涨，但包括沃尔玛和亚马逊在内的多家电商不得不顶住压力，以保持其他热门假日产品的价格稳定。</p>\n<p><b>8、</b><b><span>美国三季度GDP增长2.1%超预期，四季度或将放缓</span></b></p>\n<p>美国商务部周三公布了第三季度GDP的第二版数据，该数据显示第三季度GDP的年化增长率为2.1%，与上个月初步报告的1.9%相比有所上升。在此前的第二季度，美国GDP的年化增长率为2.0%。根据接受路透社调查的经济学家此前作出的平均预测，第三季度美国GDP的年化增长率不会被修正，仍将保持在1.9%。</p>\n<p><b>公司新闻</b></p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1986969199\" target=\"_blank\"><b><span>全球最大反亚马逊联盟成立 索罗斯欲狙击贝索斯</span></b></a></p>\n<p>腾讯证券11月28日讯，亚马逊在自己最初的20年里蓬勃发展，几乎没有听到太大的反对声音，也没有那么严格的审查。但一个新组建的联盟和公布的一份报告清楚地表明，这样的亚马逊时代已经结束了。这个名为“Athena”的联盟由三十多个草根组织组成，关注问题包括数字监控、反垄断和仓库工作条件等，目标是鼓励和统一业内对亚马逊的抵制力量。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/1986068968\" target=\"_blank\"><b><span>外媒：分析师猜测微软或收购“财经帝国”彭博，估值700亿美元</span></b></a></p>\n<p>微软是全世界最大的商用软件公司，彭博集团则是美国乃至全球知名的「财经媒体帝国」，这两家公司看上去交集并不多，但是据外媒最新消息，华尔街分析师群体中有传言称，随着彭博集团掌门人参加总统竞选，微软公司可能收购彭博集团，外媒分析这一收购交易如果真的发生，的确有诸多合理因素。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/1986950927\" target=\"_blank\"><b><span>特斯拉CEO马斯克暗示：电动皮卡预定量已达到25万</span></b></a></p>\n<p>特斯拉首席执行官埃隆·马斯克（Elon Musk）周二晚些时候暗示，公司目前已经收到了25万辆CyberTruck的预订单，这是一款受《银翼杀手》（Blade Runner，1982年上映的美国新黑色反乌托邦科幻电影）启发设计的电动皮卡车型。</p>\n<p><b>4、</b><b><span>360金融Q3净利润同比增27%，方源资本成重要股东</span></b></p>\n<p>金融科技公司360金融（Nasdaq:QFIN）周三发布了未经审计的2019年第三季度业绩报告。2019年第三季度，360金融总净营收为人民币25.830亿元（约合3.614亿美元），同比增长98%；净利润为人民币7.335亿元（约合1.026亿美元），同比增长27%；非美国会计准则下净利润为人民币7.558亿元（约合1.057亿美元），同比增长18%。</p>\n<p><b>5、</b><b><span>挑战亚马逊 传统零售商纷纷推出配送次日达服务</span></b></p>\n<p>美国最大的几家零售公司纷纷以更快的送货服务吸引购物者，这给感恩节和圣诞节之间传统购物季的竞争增加了新的变数。而推动快递业迅猛发展的正是亚马逊自己，今年第四季度，该公司将斥资15亿美元扩大其免费次日达的范围。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/1986962731\" target=\"_blank\"><b><span>中粮集团计划将中国粮油控股私有化</span></b></a></p>\n<p>中国粮油控股公告，中粮集团计划将公司私有化，计划完成后，公司将由要约方、Wide Smart及Jumbo Profit全资拥有，股份将在联交所撤回上市地位，注销价为每股4.25港元。股票将于今日复牌。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/1986961538\" target=\"_blank\"><b><span>波音的麻烦可能很快就会在华尔街彻底暴露出来</span></b></a></p>\n<p>华尔街对波音的耐心可能很快就会消耗殆尽。自年初以来，这家飞机制造商的股价仍上涨了15%。尽管在3月10日埃塞俄比亚航空客机坠毁、导致波音737 Max客机停飞后的一个月里该公司股价大幅下跌，但自那以后的7个月里，股价几乎没有变化。但很明显，近几个月来，许多分析师已经对该公司失去了耐心。甚至一些看好该股的人也在下调他们的目标价。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175466874","content_text":"摘要：美三大指数连续三日创新高，纳指涨0.66%首次突破8700点；黑石集团称美股仍有上升空间，信安投资称美股崩盘或将上演；美国三季度GDP增长2.1%超预期；阿里涨超3%破200美元；马斯克暗示电动皮卡预定量达25万；传苹果将推更多尺寸iPhone；中粮集团计划将中国粮油控股私有化；消息称微软或收购彭博，估值700亿美元。\n\n海外市场\n1、美股震荡上行三大股指再创收盘历史新高！蔚来大涨近8%\n美股周三震荡上行，到收盘时三大基准股指又一次创下收盘历史新高。此前公布的数据显示美国三季度GDP增长2.1%，超出预期。 截至收盘，道指上涨42.32点，报28164点，涨幅为0.15%；标普500指数上涨13.11点，报3153.63点，涨幅为0.42%；纳指上涨57.24点，报8705.17点，涨幅为0.66%。\n在“黑色星期五”之前，非必需消费品类股成为标普500指数中表现最好的板块，上涨0.8％，Under Armour上涨6％，领跑大盘。此前Raymond James的分析师将其股票评级从“跑赢大盘”上调至“强力买进”。\n2、中概股收盘：阿里涨超3%，360金融飙涨近17%\n在美上市中概股周三收盘普涨，衡量中概股走势的纽约梅隆银行中国ADR指数大幅上涨9.50点，报收于571.61点，涨幅为1.69%。大型中概股中，阿里巴巴$(BABA)$涨3.14%，京东$(JD)$涨0.88%，拼多多$(PDD)$跌3.03%，百度$(BIDU)$涨0.77%，网易$(NTES)$涨1.50%，好未来$(TAL)$涨2.89%，新东方$(EDU)$跌0.11%，携程$(TCOM)$涨0.73%，中通快递$(ZTO)$涨1.27%，爱奇艺$(IQ)$涨2.03%，微博$(WB)$涨0.32%，58同城$(WUBA)$涨0.27%，金融界$(JRJC)$涨18.52%，360金融$(QFIN)$涨16.71%。\n3、欧股盘中一度触及四年新高！收盘缩窄涨幅至0.3%\n欧洲斯托克600指数上涨1.32点，报收于409.81点，涨幅为0.32%，盘中一度触及四年新高。多数行业板块和欧洲主要国家的股市均收盘走高，其中电信股领涨，这个板块上涨了1%。另一方面，原油和天然气股下跌了0.3%。\n4、金价收跌0.4% 因美股继续冲击纪录区域\n纽约商品交易所明年2月份交割的黄金期货价格下跌6.60美元，报收于每盎司1460.80美元，跌幅为0.4%，该合约现已成为主力合约。原因是在国际紧张形势缓和的环境下，美国股市继续向纪录区域推进。\n5、美油收跌0.5% 因美国原油库存意外增长\n纽约商业交易所12月份交割的西德克萨斯轻质原油（WTI）期货价格下跌30美分，报收于每桶58.11美元，跌幅为0.5%。原因是据政府报告显示，最新一周的美国原油库存出人意料地有所增长。\n6、比特币：CME比特币期货BTC主力合约报7540美元，较之前一个交易日上涨5.97%，盘中交投于6835-7700美元区间。\n美股后市研判\n1、黑石副董事长韦恩：美股仍有上升空间，股票估值不算过高\n华尔街传奇人物、私募股权投资巨头黑石集团（NYSE:BX）负责私人财富解决方案的副董事长拜伦-韦恩(Byron Wien)表示，由于低利率环境使得股票估值保持在一个很有吸引力的位置上，因此美国股市的上涨走势可能远未结束。\n2、2018年12月美股崩盘将再度上演？信安环球投资：可能会更糟\n信安环球投资（Principal Global Investors）的首席策略师沙阿警告称，如果国际紧张形势在12月中旬之前得不到缓和，那么美国股市将面临再次遭到抛售的风险。\n3、美股投资者已“狂热” 或是未来数月市场见顶的征兆\n加拿大皇家银行资本（RBCCapital）周二表示，华尔街对美股的乐观程度升至过去几个月以来最高，这可能是未来几个月市场将见顶的征兆。\n国际宏观\n1、分析师：伴随美国经济放缓 美联储料在2020年四次降息\nPictet Wealth经济学家Thomas Costerg在2020年展望中称，美联储在2019年的三轮降息不足以改变形势发展并推动经济V形回暖，决策者必须在6月重启降息，下调25个基点，然后再降息3次每次各25个基点。Pictet预计美国2020年GDP增速为1.3%，2019年为2.2%。\n2、美联储褐皮书：美国经济适度扩张，就业继续小幅增长\n美联储周三公布所谓的“褐皮书”（Beige Book）报告称，美国经济在10月和11月中旬之间“适度扩张”，经济前景“总体保持积极”。尽管全美就业市场都保持紧张状态，但整体而言就业人数还在继续小幅增加。在12个地方联储中，大多数地方联储的商界联系人都上报称，企业在聘用工人的问题上面临困难，工资压力温和上升。\n3、美国国债收益率低于名义GDP增速的情况可能还会持续几十年\n德意志银行的Jim Reid表示，美国基准国债收益率近十年来一直落后于美国名义经济增长率，随着国家债务的增加，这种情况至少会持续到2040年代。\n4、谈判期限到期 美国或下周就法国数字税提出反制措施\n美国贸易代表办公室（USTR）表示，正在完成对法国数字服务税的调查。美国将于12日2日（周一）宣布会以何种报复性措施以回应法国推出的数字服务税。\n5、美国石油活跃钻井数减少3座 已经连续12个月录得下降\n美国油服公司贝克休斯（Baker Hughes）周三（11月27日）公布数据显示，截至11月29日当周，美国石油活跃钻井数减少3座至668座，连续六周录得下滑且触及2017年4月来最低。\n6、OPEC+料将延续当前减产协议 但不会进一步加大力度\n在对全球35位分析师和交易员进行的调查中，仅一位预期OPEC与盟国将在下周会议上达成进一步减产的共识。多数受访者预期他们将把现有的减产协议延长到2020年中。\n7、关键购物季来临 美国线上零售商顶住压力挽留顾客\n受美国贸易政策的影响，在关键的“黑五”购物季来临之际，美国主要在线零售商的电子产品价格小幅上涨，但包括沃尔玛和亚马逊在内的多家电商不得不顶住压力，以保持其他热门假日产品的价格稳定。\n8、美国三季度GDP增长2.1%超预期，四季度或将放缓\n美国商务部周三公布了第三季度GDP的第二版数据，该数据显示第三季度GDP的年化增长率为2.1%，与上个月初步报告的1.9%相比有所上升。在此前的第二季度，美国GDP的年化增长率为2.0%。根据接受路透社调查的经济学家此前作出的平均预测，第三季度美国GDP的年化增长率不会被修正，仍将保持在1.9%。\n公司新闻\n1、全球最大反亚马逊联盟成立 索罗斯欲狙击贝索斯\n腾讯证券11月28日讯，亚马逊在自己最初的20年里蓬勃发展，几乎没有听到太大的反对声音，也没有那么严格的审查。但一个新组建的联盟和公布的一份报告清楚地表明，这样的亚马逊时代已经结束了。这个名为“Athena”的联盟由三十多个草根组织组成，关注问题包括数字监控、反垄断和仓库工作条件等，目标是鼓励和统一业内对亚马逊的抵制力量。\n2、外媒：分析师猜测微软或收购“财经帝国”彭博，估值700亿美元\n微软是全世界最大的商用软件公司，彭博集团则是美国乃至全球知名的「财经媒体帝国」，这两家公司看上去交集并不多，但是据外媒最新消息，华尔街分析师群体中有传言称，随着彭博集团掌门人参加总统竞选，微软公司可能收购彭博集团，外媒分析这一收购交易如果真的发生，的确有诸多合理因素。\n3、特斯拉CEO马斯克暗示：电动皮卡预定量已达到25万\n特斯拉首席执行官埃隆·马斯克（Elon Musk）周二晚些时候暗示，公司目前已经收到了25万辆CyberTruck的预订单，这是一款受《银翼杀手》（Blade Runner，1982年上映的美国新黑色反乌托邦科幻电影）启发设计的电动皮卡车型。\n4、360金融Q3净利润同比增27%，方源资本成重要股东\n金融科技公司360金融（Nasdaq:QFIN）周三发布了未经审计的2019年第三季度业绩报告。2019年第三季度，360金融总净营收为人民币25.830亿元（约合3.614亿美元），同比增长98%；净利润为人民币7.335亿元（约合1.026亿美元），同比增长27%；非美国会计准则下净利润为人民币7.558亿元（约合1.057亿美元），同比增长18%。\n5、挑战亚马逊 传统零售商纷纷推出配送次日达服务\n美国最大的几家零售公司纷纷以更快的送货服务吸引购物者，这给感恩节和圣诞节之间传统购物季的竞争增加了新的变数。而推动快递业迅猛发展的正是亚马逊自己，今年第四季度，该公司将斥资15亿美元扩大其免费次日达的范围。\n6、中粮集团计划将中国粮油控股私有化\n中国粮油控股公告，中粮集团计划将公司私有化，计划完成后，公司将由要约方、Wide Smart及Jumbo Profit全资拥有，股份将在联交所撤回上市地位，注销价为每股4.25港元。股票将于今日复牌。\n7、波音的麻烦可能很快就会在华尔街彻底暴露出来\n华尔街对波音的耐心可能很快就会消耗殆尽。自年初以来，这家飞机制造商的股价仍上涨了15%。尽管在3月10日埃塞俄比亚航空客机坠毁、导致波音737 Max客机停飞后的一个月里该公司股价大幅下跌，但自那以后的7个月里，股价几乎没有变化。但很明显，近几个月来，许多分析师已经对该公司失去了耐心。甚至一些看好该股的人也在下调他们的目标价。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}