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

IP属地：四川

102关注

15粉丝

2主题

0勋章

11-04 07:37

$Meta Platforms, Inc.(META)$ 七姐妹我买啥啥暴跌，这是要针对我吗？

10-16

$Adobe(ADBE)$ 这股要笑死我，完全不想涨的感觉[开心] 。但是反过来想想，是不是可以sell put 风险较低呢。

10-10

$Meta Platforms, Inc.(META)$ 成大盘逆子了，后期财报来临，老涨！

10-09

$英伟达(NVDA)$ 你牛逼，但是我不会买你了，泡泡越吹越大。

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:$联合健康(UNH)$ 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]

去老虎APP查看更多动态

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me,你在干什么？涨2个多点都能砸下来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/478940340449288","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477878640492904,"gmtCreate":1757679232257,"gmtModify":1757679233352,"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/ADBE\">$Adobe(ADBE)$&nbsp;</a> 怎么还纷纷下调目标价呢？这业绩都不行？","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$&nbsp;</a> 怎么还纷纷下调目标价呢？这业绩都不行？","text":"$Adobe(ADBE)$ 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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":410,"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":"fut","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\" 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>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%</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; 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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":{"BK4581":"高盛持仓","BK4559":"巴菲特持仓","BK4504":"桥水持仓",".SPX":"S&P 500 Index","BK4588":"碎股","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓"},"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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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":{"IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","BK4588":"碎股","SBUX":"星巴克","BK4585":"ETF&股票定投概念","BK4209":"餐馆","BK4535":"淡马锡持仓","BK4504":"桥水持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LKNCY":"瑞幸咖啡","BK4610":"咖啡茶饮","LU0882574139.USD":"富达环球消费行业基金A ACC"},"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":686,"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":"$康西哥(CNC)$ 咋又涨起来了？不过是好事，联合健康你也快涨把。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460546791314056","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452879478059088,"gmtCreate":1751592098278,"gmtModify":1751592101144,"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":"这几个票里特斯拉可不便宜，其他确实相对便宜。","listText":"这几个票里特斯拉可不便宜，其他确实相对便宜。","text":"这几个票里特斯拉可不便宜，其他确实相对便宜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452879478059088","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439287628759288,"gmtCreate":1748266520289,"gmtModify":1748266879261,"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。","listText":"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。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439287628759288","repostId":"1166149107","repostType":4,"repost":{"id":"1166149107","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":1748263177,"share":"https://www.laohu8.com/m/news/1166149107?lang=&edition=full","pubTime":"2025-05-26 20:39","market":"us","language":"zh","title":"Strategy筹资4.27亿美元，购入4020枚比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=1166149107","media":"老虎资讯综合","summary":"本周一（5月26日）， $Strategy(MSTR)$ 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。","content":"<html><head></head><body><p>本周一（5月26日）， <a 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>","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>Strategy筹资4.27亿美元，购入4020枚比特币</title>\n<style 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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 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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":"<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":"<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":"$联合健康(UNH)$ 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七姐妹我买啥啥暴跌，这是要针对我吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/496395790844336","isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"domibest","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"content":"一样一样的，昨晚大盘整体还是涨的，就自己买的票全在跌。[难过]一买就跌一卖就涨","text":"一样一样的，昨晚大盘整体还是涨的，就自己买的票全在跌。[难过]一买就跌一卖就涨","html":"一样一样的，昨晚大盘整体还是涨的，就自己买的票全在跌。[难过]一买就跌一卖就涨"},{"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"idStr":"73452179038098","authorIdStr":"73452179038098"},"content":"这是提前避雷，ai雷了也就跌成这样[龇牙]","text":"这是提前避雷，ai雷了也就跌成这样[龇牙]","html":"这是提前避雷，ai雷了也就跌成这样[龇牙]"}],"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 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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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*/\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":835,"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 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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":5424,"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 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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":11903,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":4,"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":8349,"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":"hk","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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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":{"NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1548497426.USD":"安联环球人工智能AT 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