目光之后的个人主页 - 老虎社区

目光之后

目光之后

持仓正股+卖出虚值期权薅羊毛

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13粉丝

2主题

0勋章

09-15

$Adobe(ADBE)$ excuse me,你在干什么？涨2个多点都能砸下来。

09-12

$Adobe(ADBE)$ 怎么还纷纷下调目标价呢？这业绩都不行？

09-11

$新思科技(SNPS)$ 我就喜欢接品质优良的暴跌股，开始分批加仓，越跌越买。

09-10

$甲骨文(ORCL)$ 涨这么多就离谱。提前画的大饼。真想开盘卖空。

09-02

你可拉倒吧

华尔街乐观预计：AI热潮将推动标普500指数在2026年底前再涨20%

08-27

$联合健康(UNH)$ 大半夜的又抽什么风

08-06

$诺和诺德(NVO)$ 啥气候能抄底？等着准备进场呢。

07-31

$联合健康(UNH)$ 财报都发完了，还没跌完？今天又是什么利空？[笑哭]

07-30

$诺和诺德(NVO)$ 和联合健康，俩难兄难弟。[捂脸]

07-28

蜜雪冰城还不跟上？你的坐骑都跑去美国了

瑞幸美国首店在纽约开业，美媒惊呼“反攻星巴克”

07-25

$康西哥(CNC)$ 咋又涨起来了？不过是好事，联合健康你也快涨把。

07-04

这几个票里特斯拉可不便宜，其他确实相对便宜。

05-26

这公司就跟恒大一样，加杠杆猛干。一但比特币大幅下跌，公司酒就会破产。

Strategy筹资4.27亿美元，购入4020枚比特币

05-20

不要裸卖call 要持有正股+卖call。

@tdrd:我平仓了$联合健康(UNH)$ ,大意了，极其惨痛的教训。卖call一定要设置止损，不能存在侥幸心理

05-16

$联合健康(UNH)$ 这不就是带血的筹码吗？抄底大军要来了！

04-25

$谷歌A(GOOGL)$ 利润这么高[开心]

04-24

这家伙怎么跟贾跃亭一样。

蔚来李斌在2025上海车展重申：有信心在四季度实现盈利

04-12

已经豁免了，12号刚出的。

苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？

04-11

现在来问题不大

@空jun大队长:兄弟们，我又回来了，抄底美股，还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 $标普500ETF(SPY)$ $特斯拉(TSLA)$ $英伟达(NVDA)$

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怎么还纷纷下调目标价呢？这业绩都不行？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/477878640492904","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"35636535368733","authorId":"35636535368733","name":"玑衡投资国际部","avatar":"https://static.tigerbbs.com/78da9cc02badc76e120fc17e309ff59f","crmLevel":2,"crmLevelSwitch":0,"idStr":"35636535368733","authorIdStr":"35636535368733"},"content":"人总是懒的，之前用adobe创造图文和视频，现在有了AI，依赖率下降了。不过马上和谷歌合作，看看谷歌能不能带起来，AI最终霸主，还没确定。","text":"人总是懒的，之前用adobe创造图文和视频，现在有了AI，依赖率下降了。不过马上和谷歌合作，看看谷歌能不能带起来，AI最终霸主，还没确定。","html":"人总是懒的，之前用adobe创造图文和视频，现在有了AI，依赖率下降了。不过马上和谷歌合作，看看谷歌能不能带起来，AI最终霸主，还没确定。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477318531084976,"gmtCreate":1757554958638,"gmtModify":1757554959778,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a 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真想开盘卖空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476992216936560","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474019168260144,"gmtCreate":1756779420328,"gmtModify":1756779422120,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"你可拉倒吧","listText":"你可拉倒吧","text":"你可拉倒吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474019168260144","repostId":"2564817905","repostType":4,"repost":{"id":"2564817905","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1756769481,"share":"https://www.laohu8.com/m/news/2564817905?lang=&edition=full","pubTime":"2025-09-02 07:31","market":"sg","language":"zh","title":"华尔街乐观预计：AI热潮将推动标普500指数在2026年底前再涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2564817905","media":"华尔街见闻","summary":"据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。","content":"<html><head></head><body><blockquote><p>据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。</p></blockquote><p>分析师预计，在人工智能技术革命的推动下，美股有望在2026年底前再上涨20%。</p><p>据<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI策略师预测，<strong><a href=\"https://laohu8.com/S/161125\">标普500</a>指数将在2026年底达到7,750点，较上周五收盘水平上涨20%</strong>。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。</p><p><strong>这一预测是目前华尔街机构中最为乐观的展望之一，远超市场平均预期。</strong>据华尔街见闻此前文章，美国银行首席投资策略师Michael Hartnett预计，标普500指数将在2027年9月触及9914点的历史性高点。</p><p>策略师们认为，AI技术的影响已经显著改变了企业盈利前景，使得财报表现持续超出预期，尽管市场面临关税和政策不确定性。</p><h2 id=\"id_138224982\">AI技术革命成长期增长引擎</h2><p>Evercore ISI的分析师在报告中表示，“AI比互联网更具影响力”。报告指出，仅仅三年时间，人工智能的影响已触及社会和产业的各个层面，而其广泛应用才刚刚开始加速。</p><p>今年以来，标普500指数已累计上涨近10%，并连续四个月创下历史新高。市场对企业盈利持续强劲和美联储潜在降息的乐观预期，成为推动本轮上涨的核心动力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c5b1ef95f45396efef52180407b34da\" tg-width=\"560\" tg-height=\"240\"/></p><p>科技板块表现尤为突出，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等龙头公司年内涨幅均超过20%。</p><p>分析师们注意到，尽管面临关税和政策不确定性，第二季度企业盈利仍实现了两位数增长，并广泛超出市场预期，这进一步验证了AI技术对企业生产力的提升作用。</p><p>除了对2026年的乐观预期外，Emanuel团队同时上调了对2025年的市场预测。他们现在预计标普500指数将在今年底达到6,250点，不过仍低于上周五6,460点的收盘水平，也低于分析师平均预期的6,370点。</p><p>值得注意的是，Evercore ISI的策略师也承认2026年存在多种可能性。</p><p>在最乐观情境下，如果消费者、企业和投资者信心高涨，标普500指数可能攀升至9,000点。<strong>而在悲观情境下，如果通胀居高不下且经济增长乏力，该指数可能下滑至5,000点。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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华尔街乐观预计：AI热潮将推动标普500指数在2026年底前再涨20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 07:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3754711><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。分析师预计，在人工智能技术革命的推动下，美股有望在2026年底前再上涨20%。据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754711\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4588":"碎股","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3754711","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564817905","content_text":"据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。分析师预计，在人工智能技术革命的推动下，美股有望在2026年底前再上涨20%。据Evercore ISI策略师预测，标普500指数将在2026年底达到7,750点，较上周五收盘水平上涨20%。该机构首席股票和量化策略师Julian Emanuel表示，这一增长将由“技术革命推动股票、市盈率和社会达到新高度”所驱动。这一预测是目前华尔街机构中最为乐观的展望之一，远超市场平均预期。据华尔街见闻此前文章，美国银行首席投资策略师Michael Hartnett预计，标普500指数将在2027年9月触及9914点的历史性高点。策略师们认为，AI技术的影响已经显著改变了企业盈利前景，使得财报表现持续超出预期，尽管市场面临关税和政策不确定性。AI技术革命成长期增长引擎Evercore ISI的分析师在报告中表示，“AI比互联网更具影响力”。报告指出，仅仅三年时间，人工智能的影响已触及社会和产业的各个层面，而其广泛应用才刚刚开始加速。今年以来，标普500指数已累计上涨近10%，并连续四个月创下历史新高。市场对企业盈利持续强劲和美联储潜在降息的乐观预期，成为推动本轮上涨的核心动力。科技板块表现尤为突出，英伟达、Meta Platforms和微软等龙头公司年内涨幅均超过20%。分析师们注意到，尽管面临关税和政策不确定性，第二季度企业盈利仍实现了两位数增长，并广泛超出市场预期，这进一步验证了AI技术对企业生产力的提升作用。除了对2026年的乐观预期外，Emanuel团队同时上调了对2025年的市场预测。他们现在预计标普500指数将在今年底达到6,250点，不过仍低于上周五6,460点的收盘水平，也低于分析师平均预期的6,370点。值得注意的是，Evercore 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12:55","market":"us","language":"zh","title":"瑞幸美国首店在纽约开业，美媒惊呼“反攻星巴克”","url":"https://stock-news.laohu8.com/highlight/detail?id=2554472217","media":"华尔街见闻","summary":"瑞幸的竞争优势在于其App和低价策略，而星巴克不仅单价更高，还一直在移动订单管理上面临挑战。机构分析称，如果销售量增加且折扣逐渐减少，瑞幸将能够在未来12至18个月内实现美国店铺层面的盈利能力。","content":"<html><head></head><body><blockquote><p>瑞幸的竞争优势在于其App和低价策略，而星巴克不仅单价更高，还一直在移动订单管理上面临挑战。机构分析称，如果销售量增加且折扣逐渐减少，瑞幸将能够在未来12至18个月内实现美国店铺层面的盈利能力。</p></blockquote><p style=\"text-align: left;\">瑞幸咖啡入局美国市场，星巴克面临来自中国的强劲挑战。</p><p style=\"text-align: left;\">据《华尔街日报》25日报道，近日，中国咖啡连锁巨头瑞幸咖啡正式登陆美国市场，在曼哈顿开设两家美国首店，其中一家门店选址距离星巴克不到200英尺，直面挑战这个全球咖啡巨头。</p><p style=\"text-align: left;\">作为曾在会计丑闻后几近倒闭的企业，瑞幸如今已在中国市场超越星巴克，成为最大咖啡连锁品牌，并正在将其移动应用驱动、价格低廉的商业模式带入星巴克的大本营。</p><p style=\"text-align: left;\">这一举措恰逢星巴克陷入连续五个季度同店销售下滑的困境，其新CEO Brian Niccol正致力于推动数字化订单优化和门店体验升级，以提振业绩。</p><h2 id=\"id_2573170913\" style=\"text-align: left;\">移动应用和低价策略：瑞幸的制胜法宝</h2><p style=\"text-align: left;\">瑞幸凭借其科技原生的特性，将移动应用和低价策略作为核心竞争力。</p><p style=\"text-align: left;\">报道称，瑞幸强制顾客通过瑞幸的App下单，并在App内发放大量优惠券。据悉，<strong>纽约新用户仅需支付1.99美元就能买到瑞幸特惠饮品。</strong></p><p style=\"text-align: left;\">瑞幸的应用程序不仅提供下单和优惠功能，还内置了游戏化元素，会提供取餐时间并在饮品准备好时发送短信通知，最近的订单等待时间仅为3-5分钟。</p><p style=\"text-align: left;\">23岁的科技销售员Trainer Unsworth在接受《华尔街日报》采访时表示，“咖啡现在变得有点太贵了”。相比他在其他地方支付的约6美元，瑞幸的冰拿铁价格仅售2美元。</p><p style=\"text-align: left;\"><strong>报道指出，这种“随点随取”的模式满足了生活节奏较快的高线城市消费者的需求。</strong>初期数据显示，瑞幸的重复访客率处于较高水平。</p><p style=\"text-align: left;\">相比之下，星巴克一直在移动订单管理上面临挑战。</p><p style=\"text-align: left;\">星巴克创始人Howard Schultz曾抱怨，移动订单取餐区域变成了“混乱的拥挤区”，破坏了星巴克一贯追求的悠闲高端氛围；新CEO Brian Niccol一度坦言需要对移动订单进行改造，比如将移动取餐队列与咖啡馆常客分开，并对顾客定制饮品的方式设置一些限制。</p><p style=\"text-align: left;\">目前，星巴克仅有超过30%的取餐订单是通过数字渠道完成的。Niccol今年早些时候表示，<strong>约有一半的店内订单需要超过四分钟的等待时间。</strong></p><h2 id=\"id_4019536885\" style=\"text-align: left;\">从濒临倒闭到国际扩张</h2><p style=\"text-align: left;\">瑞幸咖啡的崛起堪称传奇。2017年，神州租车创始人兼董事长陆正耀以及神州租车前首席运营官钱治亚联合创立瑞幸咖啡，成为中国科技融资热潮中的一员。</p><p style=\"text-align: left;\">从一开始，瑞幸就以移动应用为中心，强调随时可得的咖啡服务，通过外带和快速配送实现这一目标。</p><p style=\"text-align: left;\">瑞幸的店铺规模比星巴克小，但提供更大幅度的折扣。公司以惊人的速度在中国开设了数千家门店——许多就位于星巴克附近，并在不到两年内实现上市。</p><p style=\"text-align: left;\">然而，2020年，一场会计丑闻使其陷入困境，使瑞幸被迫从纳斯达克退市，并向美国监管机构支付1.8亿美元的和解金。在负责产品和供应链的高管郭谨一接任CEO后，瑞幸开始重整旗鼓，并在大钲资本的资金支持下，逐步修复其声誉。</p><p style=\"text-align: left;\">到2023年，瑞幸超越星巴克，成为中国最大的咖啡连锁品牌。目前，瑞幸在中国大陆、香港、新加坡和马来西亚拥有超过24000家门店，是星巴克中国门店数的三倍多。</p><p style=\"text-align: left;\">据报道介绍，瑞幸在纽约的菜单包括冰生椰拿铁、菠萝冷萃、抹茶拿铁等特色饮品。与星巴克一样，瑞幸允许顾客定制饮品，但选项相对较少——例如，瑞幸应用程序为冰拿铁提供6种牛奶选择，而星巴克则有11种。</p><p style=\"text-align: left;\">根据Bernstein Research的数据，<strong>受瑞幸和其他本土竞争对手崛起的影响，星巴克在中国市场的份额已从2017年的超40%下滑至2024年的14%。</strong></p><p style=\"text-align: left;\"><strong>该机构分析称，如果销售量增加且折扣逐渐减少，瑞幸将能够在未来12至18个月内实现美国店铺层面的盈利能力。</strong>值得注意的是，其第二家美国门店的编号不是2，而是00002，这被分析师视为瑞幸在美国有更大野心的暗示。</p><h2 id=\"id_3892375356\" style=\"text-align: left;\">星巴克的应对之策</h2><p style=\"text-align: left;\">面对竞争加剧，星巴克在中国市场已采取行动。</p><p style=\"text-align: left;\">上个月，星巴克下调了20多类饮料的价格，平均每杯大杯（grande）饮品降价0.70美元。星巴克表示，这些降价措施正在产生效果。</p><p style=\"text-align: left;\">此外，新饮品款式，如无糖选项，也正在扩大星巴克的客户群并增加销售额，特别是在下午和晚上时段。</p><p style=\"text-align: left;\">星巴克国际公司CEO Brady Brewer在之前的采访中表示：</p><blockquote><p style=\"text-align: left;\">“我们尽量不被我们无法控制的事情分心，比如谁在进入市场。如果我们尽最大努力提供咖啡、咖啡馆环境和优质的客户服务，我们通常会赢。&#34;</p></blockquote><p style=\"text-align: left;\">从财务角度看，星巴克在2024财年录得362亿美元的收入，而瑞幸录得47亿美元。星巴克的公司市值约为1060亿美元，瑞幸则约为100亿美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞幸美国首店在纽约开业，美媒惊呼“反攻星巴克”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞幸美国首店在纽约开业，美媒惊呼“反攻星巴克”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-28 12:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3752002><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞幸的竞争优势在于其App和低价策略，而星巴克不仅单价更高，还一直在移动订单管理上面临挑战。机构分析称，如果销售量增加且折扣逐渐减少，瑞幸将能够在未来12至18个月内实现美国店铺层面的盈利能力。瑞幸咖啡入局美国市场，星巴克面临来自中国的强劲挑战。据《华尔街日报》25日报道，近日，中国咖啡连锁巨头瑞幸咖啡正式登陆美国市场，在曼哈顿开设两家美国首店，其中一家门店选址距离星巴克不到200英尺，直面挑战...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752002\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/324e43c6c2694249d5fc03a098a94f36","relate_stocks":{"SBUX":"星巴克","BK4209":"餐馆","BK4610":"咖啡茶饮","LU0882574139.USD":"富达环球消费行业基金A ACC","LKNCY":"瑞幸咖啡","IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","LU0823411888.USD":"法巴消费创新基金 Cap","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3752002","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2554472217","content_text":"瑞幸的竞争优势在于其App和低价策略，而星巴克不仅单价更高，还一直在移动订单管理上面临挑战。机构分析称，如果销售量增加且折扣逐渐减少，瑞幸将能够在未来12至18个月内实现美国店铺层面的盈利能力。瑞幸咖啡入局美国市场，星巴克面临来自中国的强劲挑战。据《华尔街日报》25日报道，近日，中国咖啡连锁巨头瑞幸咖啡正式登陆美国市场，在曼哈顿开设两家美国首店，其中一家门店选址距离星巴克不到200英尺，直面挑战这个全球咖啡巨头。作为曾在会计丑闻后几近倒闭的企业，瑞幸如今已在中国市场超越星巴克，成为最大咖啡连锁品牌，并正在将其移动应用驱动、价格低廉的商业模式带入星巴克的大本营。这一举措恰逢星巴克陷入连续五个季度同店销售下滑的困境，其新CEO Brian Niccol正致力于推动数字化订单优化和门店体验升级，以提振业绩。移动应用和低价策略：瑞幸的制胜法宝瑞幸凭借其科技原生的特性，将移动应用和低价策略作为核心竞争力。报道称，瑞幸强制顾客通过瑞幸的App下单，并在App内发放大量优惠券。据悉，纽约新用户仅需支付1.99美元就能买到瑞幸特惠饮品。瑞幸的应用程序不仅提供下单和优惠功能，还内置了游戏化元素，会提供取餐时间并在饮品准备好时发送短信通知，最近的订单等待时间仅为3-5分钟。23岁的科技销售员Trainer Unsworth在接受《华尔街日报》采访时表示，“咖啡现在变得有点太贵了”。相比他在其他地方支付的约6美元，瑞幸的冰拿铁价格仅售2美元。报道指出，这种“随点随取”的模式满足了生活节奏较快的高线城市消费者的需求。初期数据显示，瑞幸的重复访客率处于较高水平。相比之下，星巴克一直在移动订单管理上面临挑战。星巴克创始人Howard Schultz曾抱怨，移动订单取餐区域变成了“混乱的拥挤区”，破坏了星巴克一贯追求的悠闲高端氛围；新CEO Brian Niccol一度坦言需要对移动订单进行改造，比如将移动取餐队列与咖啡馆常客分开，并对顾客定制饮品的方式设置一些限制。目前，星巴克仅有超过30%的取餐订单是通过数字渠道完成的。Niccol今年早些时候表示，约有一半的店内订单需要超过四分钟的等待时间。从濒临倒闭到国际扩张瑞幸咖啡的崛起堪称传奇。2017年，神州租车创始人兼董事长陆正耀以及神州租车前首席运营官钱治亚联合创立瑞幸咖啡，成为中国科技融资热潮中的一员。从一开始，瑞幸就以移动应用为中心，强调随时可得的咖啡服务，通过外带和快速配送实现这一目标。瑞幸的店铺规模比星巴克小，但提供更大幅度的折扣。公司以惊人的速度在中国开设了数千家门店——许多就位于星巴克附近，并在不到两年内实现上市。然而，2020年，一场会计丑闻使其陷入困境，使瑞幸被迫从纳斯达克退市，并向美国监管机构支付1.8亿美元的和解金。在负责产品和供应链的高管郭谨一接任CEO后，瑞幸开始重整旗鼓，并在大钲资本的资金支持下，逐步修复其声誉。到2023年，瑞幸超越星巴克，成为中国最大的咖啡连锁品牌。目前，瑞幸在中国大陆、香港、新加坡和马来西亚拥有超过24000家门店，是星巴克中国门店数的三倍多。据报道介绍，瑞幸在纽约的菜单包括冰生椰拿铁、菠萝冷萃、抹茶拿铁等特色饮品。与星巴克一样，瑞幸允许顾客定制饮品，但选项相对较少——例如，瑞幸应用程序为冰拿铁提供6种牛奶选择，而星巴克则有11种。根据Bernstein Research的数据，受瑞幸和其他本土竞争对手崛起的影响，星巴克在中国市场的份额已从2017年的超40%下滑至2024年的14%。该机构分析称，如果销售量增加且折扣逐渐减少，瑞幸将能够在未来12至18个月内实现美国店铺层面的盈利能力。值得注意的是，其第二家美国门店的编号不是2，而是00002，这被分析师视为瑞幸在美国有更大野心的暗示。星巴克的应对之策面对竞争加剧，星巴克在中国市场已采取行动。上个月，星巴克下调了20多类饮料的价格，平均每杯大杯（grande）饮品降价0.70美元。星巴克表示，这些降价措施正在产生效果。此外，新饮品款式，如无糖选项，也正在扩大星巴克的客户群并增加销售额，特别是在下午和晚上时段。星巴克国际公司CEO Brady Brewer在之前的采访中表示：“我们尽量不被我们无法控制的事情分心，比如谁在进入市场。如果我们尽最大努力提供咖啡、咖啡馆环境和优质的客户服务，我们通常会赢。\"从财务角度看，星巴克在2024财年录得362亿美元的收入，而瑞幸录得47亿美元。星巴克的公司市值约为1060亿美元，瑞幸则约为100亿美元。","news_type":1,"symbols_score_info":{"LKNCY":1,"SBUX":1}},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460546791314056,"gmtCreate":1753447186907,"gmtModify":1753447188194,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CNC\">$康西哥(CNC)$ </a> 咋又涨起来了？不过是好事，联合健康你也快涨把。","listText":"<a href=\"https://laohu8.com/S/CNC\">$康西哥(CNC)$ </a> 咋又涨起来了？不过是好事，联合健康你也快涨把。","text":"$康西哥(CNC)$ 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href=\"https://laohu8.com/S/MSTR\">Strategy</a> 筹资4.27亿美元，购入4020枚比特币，当前持有量达580250枚比特币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7abfddb9554dbd640a342c66281e73f8\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"187\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"MSTR":"Strategy"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166149107","content_text":"本周一（5月26日）， Strategy 筹资4.27亿美元，购入4020枚比特币，当前持有量达580250枚比特币。","news_type":1,"symbols_score_info":{"MBTmain":1,"MSTR":1.1}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437185526342104,"gmtCreate":1747747196515,"gmtModify":1747747447122,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"不要裸卖call 要持有正股+卖call。","listText":"不要裸卖call 要持有正股+卖call。","text":"不要裸卖call 要持有正股+卖call。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437185526342104","repostId":"437163385721416","repostType":1,"repost":{"id":437163385721416,"gmtCreate":1747741792265,"gmtModify":1747746977278,"author":{"id":"3475013447385639","authorId":"3475013447385639","name":"tdrd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475013447385639","authorIdStr":"3475013447385639"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a>,大意了，极其惨痛的教训。卖call一定要设置止损，不能存在侥幸心理","listText":"我平仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a>,大意了，极其惨痛的教训。卖call一定要设置止损，不能存在侥幸心理","text":"我平仓了$联合健康(UNH)$ ,大意了，极其惨痛的教训。卖call一定要设置止损，不能存在侥幸心理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437163385721416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435693823574704,"gmtCreate":1747379707093,"gmtModify":1747380189177,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这不就是带血的筹码吗？抄底大军要来了！","listText":"<a 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利润这么高[开心]&nbsp;&nbsp;","text":"$谷歌A(GOOGL)$ 利润这么高[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428169937863152","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427755258143560,"gmtCreate":1745456342025,"gmtModify":1745456344017,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"这家伙怎么跟贾跃亭一样。","listText":"这家伙怎么跟贾跃亭一样。","text":"这家伙怎么跟贾跃亭一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427755258143560","repostId":"1197597134","repostType":4,"repost":{"id":"1197597134","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":1745419670,"share":"https://www.laohu8.com/m/news/1197597134?lang=&edition=full","pubTime":"2025-04-23 22:47","market":"hk","language":"zh","title":"蔚来李斌在2025上海车展重申：有信心在四季度实现盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=1197597134","media":"老虎资讯综合","summary":"坚决会做到这一点。","content":"<html><head></head><body><p>蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。</p><p>“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来李斌在2025上海车展重申：有信心在四季度实现盈利</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来李斌在2025上海车展重申：有信心在四季度实现盈利\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-04-23 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。</p><p>“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197597134","content_text":"蔚来创始人、董事长李斌表示：2025年是蔚来的技术大年、产品大年、基建（指换电站）大年，再加上管理方面会坚决地降本提效，蔚来有信心经营情况逐季改善，实现四季度盈利。“我们整个团队还是非常有信心的，也很笃定，我们坚决会做到这一点。”李斌说。（上证报）","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423700800889256,"gmtCreate":1744461529175,"gmtModify":1744461531017,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"已经豁免了，12号刚出的。","listText":"已经豁免了，12号刚出的。","text":"已经豁免了，12号刚出的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423700800889256","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohu8.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"us","language":"zh","title":"苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：</p><blockquote><p>“按目前情况，<strong>关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出，<strong>特朗普不会希望伤害像苹果这样的美国标志性企业，</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调：</p><blockquote><p><strong>“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是，<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免，已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示：</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。</p><p>Woodring估计，为满足美国的iPhone需求，<strong>苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出，另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？</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苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{"LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4592":"伊斯兰概念","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","AAPL":"苹果","LU2168564065.EUR":"AZ 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Klein强调：“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是，特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免，已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示：“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。Woodring估计，为满足美国的iPhone需求，苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。还有观点指出，另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423305181122792,"gmtCreate":1744364364705,"gmtModify":1744364366636,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"现在来问题不大","listText":"现在来问题不大","text":"现在来问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423305181122792","repostId":"423264902898504","repostType":1,"repost":{"id":423264902898504,"gmtCreate":1744354653422,"gmtModify":1744361403226,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空jun大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"htmlText":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"兄弟们，我又回来了，抄底美股， 还有多少人在做美股啊，搞电商赚了点钱，还是感觉炒股最靠谱，我又回来了 $标普500ETF(SPY)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423264902898504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":294692251873536,"gmtCreate":1712959436969,"gmtModify":1712959438867,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 本周五期权链出现 coinbase&nbsp; 250和270两个价位的大单买入看涨期权，4月19日到期，成交量分别都是1万手以上，代表下周coin强烈看涨到270以上！下周一我要大手笔买入了，跟不跟看各位！","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 本周五期权链出现 coinbase&nbsp; 250和270两个价位的大单买入看涨期权，4月19日到期，成交量分别都是1万手以上，代表下周coin强烈看涨到270以上！下周一我要大手笔买入了，跟不跟看各位！","text":"$Coinbase Global, Inc.(COIN)$ 本周五期权链出现 coinbase 250和270两个价位的大单买入看涨期权，4月19日到期，成交量分别都是1万手以上，代表下周coin强烈看涨到270以上！下周一我要大手笔买入了，跟不跟看各位！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/294692251873536","isVote":1,"tweetType":1,"viewCount":3763,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547151250655817","authorId":"3547151250655817","name":"巴韭隆","avatar":"https://static.tigerbbs.com/9df56ae4df226af9682b048b9dd74b15","crmLevel":8,"crmLevelSwitch":1,"idStr":"3547151250655817","authorIdStr":"3547151250655817"},"content":"怎么样了兄弟，没真梭吧？","text":"怎么样了兄弟，没真梭吧？","html":"怎么样了兄弟，没真梭吧？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366180108288136,"gmtCreate":1730425579819,"gmtModify":1730425581678,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"诈骗只有0次和很多次。","listText":"诈骗只有0次和很多次。","text":"诈骗只有0次和很多次。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366180108288136","repostId":"2479208502","repostType":2,"repost":{"id":"2479208502","kind":"highlight","pubTimestamp":1730286414,"share":"https://www.laohu8.com/m/news/2479208502?lang=&edition=full","pubTime":"2024-10-30 19:06","market":"us","language":"zh","title":"瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2479208502","media":"新浪科技","summary":"第三季度净新开门店1382家，环比增长6.9%。","content":"<html><head></head><body><p>10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b73e86c4baab433af363e3243b16a22\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>第三季度运营业绩：</strong></p><p>第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量为21343家，其中包括13936家自营门店和7407家联营门店。</p><p>第三季度平均每月交易客户为7980万，较2023年同期的5850万增长36.5%。</p><p>自营门店营收为75.014亿元（约合10.699亿美元），与2023年同期的51.410亿元相比增长45.9%。</p><p>联营店营收为23.413亿元（约合3.339亿美元），与2023年同期的18.408亿元相比增长27.2%。</p><p><strong>进军美国市场？</strong></p><p>另据英国金融时报，瑞幸咖啡计划最早明年进军美国市场，希望以低价饮品压制<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>等竞争对手。</p></body></html>","source":"sina_us","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>瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元</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; 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class=\"title\">\n瑞幸咖啡三季度营收101.8亿元，经调净利润14亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。第三季度运营业绩：第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9936df727e8f69a74ead035eb4f32104","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://finance.sina.com.cn/tech/2024-10-30/doc-incuitnx3515689.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2479208502","content_text":"10月30日周三，瑞幸咖啡在粉单市场高开高走，截至发稿涨幅超7%。瑞幸咖啡三季度总净营收为101.808亿元，与2023年同期相比增长41.4%。净利润为13.026亿元，而2023年第三季度净利润为9.880亿元。不按美国通用会计准则，净利润为14.008亿元，而2023年第三季度净利润为11.440亿元。第三季度运营业绩：第三季度净新开门店1382家，环比增长6.9%。截至第三季度末，门店数量为21343家，其中包括13936家自营门店和7407家联营门店。第三季度平均每月交易客户为7980万，较2023年同期的5850万增长36.5%。自营门店营收为75.014亿元（约合10.699亿美元），与2023年同期的51.410亿元相比增长45.9%。联营店营收为23.413亿元（约合3.339亿美元），与2023年同期的18.408亿元相比增长27.2%。进军美国市场？另据英国金融时报，瑞幸咖啡计划最早明年进军美国市场，希望以低价饮品压制星巴克等竞争对手。","news_type":1,"symbols_score_info":{"LKNCY":1}},"isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292394420576304,"gmtCreate":1712411293059,"gmtModify":1712422848180,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 本周期权链出现coinbase sell call 257.5 1万多手的卖出看涨期权大单，下周五4.12到期。预计coin股价下周周五结束时不会超过257.5，建议持有正股的朋友可以卖出等量 257.5的备对看涨期权。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 本周期权链出现coinbase sell call 257.5 1万多手的卖出看涨期权大单，下周五4.12到期。预计coin股价下周周五结束时不会超过257.5，建议持有正股的朋友可以卖出等量 257.5的备对看涨期权。","text":"$Coinbase Global, Inc.(COIN)$ 本周期权链出现coinbase sell call 257.5 1万多手的卖出看涨期权大单，下周五4.12到期。预计coin股价下周周五结束时不会超过257.5，建议持有正股的朋友可以卖出等量 257.5的备对看涨期权。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/292394420576304","isVote":1,"tweetType":1,"viewCount":5163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547151250655817","authorId":"3547151250655817","name":"巴韭隆","avatar":"https://static.tigerbbs.com/9df56ae4df226af9682b048b9dd74b15","crmLevel":8,"crmLevelSwitch":1,"idStr":"3547151250655817","authorIdStr":"3547151250655817"},"content":"好，高他一点，跟一单","text":"好，高他一点，跟一单","html":"好，高他一点，跟一单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664855252,"gmtCreate":1667960661576,"gmtModify":1667960662622,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>马斯克这个大空头，又卖股票！我就说这几天特斯拉怎么回事一直跌！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>马斯克这个大空头，又卖股票！我就说这几天特斯拉怎么回事一直跌！","text":"$特斯拉(TSLA)$马斯克这个大空头，又卖股票！我就说这几天特斯拉怎么回事一直跌！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/664855252","isVote":1,"tweetType":1,"viewCount":11685,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":6,"crmLevelSwitch":1,"idStr":"3472098980994884","authorIdStr":"3472098980994884"},"content":"买推特前几天感觉就要卖股票，当时做空给**了，当时居然不卖，居然过后来卖","text":"买推特前几天感觉就要卖股票，当时做空给**了，当时居然不卖，居然过后来卖","html":"买推特前几天感觉就要卖股票，当时做空给**了，当时居然不卖，居然过后来卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314032031904016,"gmtCreate":1717688339528,"gmtModify":1717759878700,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭]&nbsp;？&nbsp;","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭]&nbsp;？&nbsp;","text":"$Coinbase Global, Inc.(COIN)$ 之前卖的250的covered call 6月14号到期，没想到这么快就到了。你都不带调整的吗[笑哭] ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314032031904016","isVote":1,"tweetType":1,"viewCount":8290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473593897137856","authorId":"3473593897137856","name":"走向大叔的日子","avatar":"https://static.tigerbbs.com/5b2309c2cf2620c5e291b99cbe5a966f","crmLevel":5,"crmLevelSwitch":1,"idStr":"3473593897137856","authorIdStr":"3473593897137856"},"content":"昨天不是跌了 不要遗憾","text":"昨天不是跌了 不要遗憾","html":"昨天不是跌了 不要遗憾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396593579847952,"gmtCreate":1737847070231,"gmtModify":1737847072273,"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"themes":[],"htmlText":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","listText":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","text":"特斯拉这种股票我是不会买的，波动太大，持股体验极差。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/396593579847952","repostId":"2506884998","repostType":2,"repost":{"id":"2506884998","kind":"news","pubTimestamp":1737786255,"share":"https://www.laohu8.com/m/news/2506884998?lang=&edition=full","pubTime":"2025-01-25 14:24","market":"sh","language":"zh","title":"马斯克：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车","url":"https://stock-news.laohu8.com/highlight/detail?id=2506884998","media":"快科技","summary":"快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价今年迄今位置上涨了8.7%。马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用。","content":"<html><head></head><body><p>快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>很有可能以“很大优势”成为全球市值No1。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eae0fe01c553d9077d511ce38f82de3\" tg-width=\"600\" tg-height=\"157\"/></p><p>截至目前，<strong>NVIDIA以3.49万亿美元的市值排名全球第一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>紧随其后，市值为3.35万亿美元</strong>。</p><p><strong>相比之下，特斯拉市值为1.31万亿美元，还有较大差距。</strong></p><p>特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。</p><p>特斯拉的股价今年迄今位置上涨了8.7%。<strong>马斯克认为，从长远来看，汽车将成为其公司叙事的次要驱动力，他预计特斯拉的Optimus人形机器人将发挥更大的作用</strong>。</p><p>Cathie Wood的Ark Investment认为，人形机器人代表着24 万亿美元的市场机会。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>在2024年的一份分析师报告中对特斯拉的潜在人形机器人收入进行了建模。<strong>报告估计，到2035年，特斯拉每年将从其Optimus机器人上赚取100亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6157799513e21e6c2147f2eb4339b757\" tg-width=\"508\" tg-height=\"387\"/></p></body></html>","source":"fenghuang_stock","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\" 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#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马斯克：特斯拉将以很大优势击败英伟达成为全球市值第一，不靠卖车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-25 14:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8gQWW4vpcNx><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月25日消息，近日，马斯克回应了一篇有关全球最有价值公司排名的帖子，他直言，特斯拉很有可能以“很大优势”成为全球市值No1。截至目前，NVIDIA以3.49万亿美元的市值排名全球第一，苹果紧随其后，市值为3.35万亿美元。相比之下，特斯拉市值为1.31万亿美元，还有较大差距。特斯拉的股价在过去12个月上涨了98%，其中大部分涨幅是在2024年11月特朗普大选之后获得的。特斯拉的股价今年迄今...</p>\n\n<a href=\"https://tech.ifeng.com/c/8gQWW4vpcNx\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6157799513e21e6c2147f2eb4339b757","relate_stocks":{"NVD3.UK":"LS 3X NVIDIA","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","NVIW.SI":"NVDA 3xLongSG261006","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVDU":"Direxion Daily NVDA Bull 2X 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