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苍宗嘉措
08-05
挺好的,敢跌下来就买上去
Hims & Hers 二季度营收增长73%,但未达预期
苍宗嘉措
06-05
32
苍宗嘉措
05-16
$联合健康(UNH)$
博一个反弹
苍宗嘉措
05-15
$联合健康(UNH)$
250买了点,价格合理
苍宗嘉措
03-26
170见
苍宗嘉措
02-26
估计有政府补贴它了
DeepSeek下调API调用价格,错峰时段降幅最高达75%
苍宗嘉措
02-19
没有京东竞争他压根不会管这帮骑手
美团:将为全职及稳定兼职骑手缴纳社保,积极构建和谐劳动关系
苍宗嘉措
02-18
最好就是分析盘面咯
苍宗嘉措
02-17
这种垃圾股就别写了
抱歉,原内容已删除
苍宗嘉措
02-07
$美国超微公司(AMD)$
我以为108是你的底,没想到还有更低
苍宗嘉措
02-06
$美国超微公司(AMD)$
107买了点只能买它反弹,今天感觉还要跌
苍宗嘉措
01-09
就这么点收入还好意思说来说去,为了股价套现
抱歉,原内容已删除
苍宗嘉措
2024-12-25
他能够做业绩上qqq也就有手段到
苍宗嘉措
2024-12-19
$Palantir Technologies Inc.(PLTR)$
这股是真抗跌
苍宗嘉措
2024-12-18
不跌到位不买
AI芯片热度消退?英伟达股价持续回调,抄底时机是否已到?
苍宗嘉措
2024-12-17
$Palantir Technologies Inc.(PLTR)$
哪个大机构在买盘,横盘几个小时
苍宗嘉措
2024-12-10
$英伟达(NVDA)$
看来定价权不在cn那,反垄断不影响达子走势
苍宗嘉措
2024-11-26
牛逼的
特朗普考虑任命人工智能部长,让美国保持在AI领域的前沿地位
苍宗嘉措
2024-11-25
又想放消息拿筹码了
特斯拉暴涨之际瑞银看空:靠“动物精神”驱动,而非基本面改善
去老虎APP查看更多动态
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07:19","market":"us","language":"zh","title":"Hims & Hers 二季度营收增长73%,但未达预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1199873405","media":"老虎资讯综合","summary":"关键点Hims & Hers Health 股价在盘后交易中下跌,此前该公司公布的第二季度营收未达到华尔街的营收预期。Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元。对于第三季度,Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间,而分析师预期为5.83亿美元。Hims & Hers 表示,如果临床适用,消费者可能仍能通过其网站获得个性化剂量。诺和诺德表示,Hims & Hers “在个性化的虚假幌子下,未能遵守禁止大规模销售复合药物的法律”。","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>关键点</strong></p><ul style=\"\"><li><p>Hims & Hers Health 股价在盘后交易中下跌,此前该公司公布的第二季度营收未达到华尔街的营收预期。</p></li><li><p>营收同比增长73%,达到5.448亿美元。</p></li><li><p>Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元。</p></li></ul><p style=\"text-align: start;\">Hims & Hers Health (HIMS) 股价周一盘后下跌13%,此前这家远程医疗公司公布的第二季度业绩未达到华尔街的营收预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35dbaa7fe50863ac71a93584bd75c783\" tg-width=\"528\" tg-height=\"154\"/></p><p style=\"text-align: start;\">根据伦敦证券交易所集团(LSEG)汇编的分析师平均预期,该公司业绩如下:</p><ul style=\"\"><li><p><strong>每股收益:</strong> 调整后为17美分,预期为15美分</p></li><li><p><strong>营收:</strong> 5.448亿美元,预期为5.52亿美元</p></li></ul><p style=\"text-align: start;\">根据公告,Hims & Hers 第二季度营收为5.448亿美元,较去年同期的3.156亿美元增长73%。该公司报告净利润为4250万美元,合每股收益17美分;而去年同期净利润为1330万美元,合每股收益6美分。</p><p style=\"text-align: start;\">对于第三季度,Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间,而分析师预期为5.83亿美元。该公司表示,其第三季度调整后的利息、税项、折旧及摊销前利润(EBITDA)预计在6000万至7000万美元之间。StreetAccount 调查的分析师预期为7710万美元。</p><p style=\"text-align: start;\"><strong>争议背景</strong></p><p style=\"text-align: start;\">Hims & Hers 近几个月因其持续销售<strong>复合GLP-1药物</strong>而面临争议。这些药物是热门糖尿病和减肥药物的更便宜、未经批准的版本。当品牌药供应短缺时,复合药物可以大规模生产,但美国食品药品监督管理局(FDA)在2月份宣布,持续的供应问题已得到解决。</p><p style=\"text-align: start;\">包括 Hims & Hers 在内的一些远程医疗公司仍在继续提供这些复合药物。在法律允许的特殊情况下(例如患者对品牌药中的某种成分过敏),患者获取个性化剂量的仿制药是合法的。Hims & Hers 表示,如果临床适用,消费者可能仍能通过其网站获得个性化剂量。</p><p style=\"text-align: start;\">6月,Hims & Hers 与诺和诺德(Novo Nordisk)的短暂合作破裂后,其股价曾暴跌逾30%。诺和诺德表示,Hims & Hers “在个性化的虚假幌子下,未能遵守禁止大规模销售复合药物的法律”。</p><p style=\"text-align: start;\"><strong>其他财务数据</strong></p><p style=\"text-align: start;\">Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元,也高于 StreetAccount 预期的7300万美元。</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>Hims & Hers 二季度营收增长73%,但未达预期</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\">\nHims & Hers 二季度营收增长73%,但未达预期\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\">2025-08-05 07:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><strong>关键点</strong></p><ul style=\"\"><li><p>Hims & Hers Health 股价在盘后交易中下跌,此前该公司公布的第二季度营收未达到华尔街的营收预期。</p></li><li><p>营收同比增长73%,达到5.448亿美元。</p></li><li><p>Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元。</p></li></ul><p style=\"text-align: start;\">Hims & Hers Health (HIMS) 股价周一盘后下跌13%,此前这家远程医疗公司公布的第二季度业绩未达到华尔街的营收预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35dbaa7fe50863ac71a93584bd75c783\" tg-width=\"528\" tg-height=\"154\"/></p><p style=\"text-align: start;\">根据伦敦证券交易所集团(LSEG)汇编的分析师平均预期,该公司业绩如下:</p><ul style=\"\"><li><p><strong>每股收益:</strong> 调整后为17美分,预期为15美分</p></li><li><p><strong>营收:</strong> 5.448亿美元,预期为5.52亿美元</p></li></ul><p style=\"text-align: start;\">根据公告,Hims & Hers 第二季度营收为5.448亿美元,较去年同期的3.156亿美元增长73%。该公司报告净利润为4250万美元,合每股收益17美分;而去年同期净利润为1330万美元,合每股收益6美分。</p><p style=\"text-align: start;\">对于第三季度,Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间,而分析师预期为5.83亿美元。该公司表示,其第三季度调整后的利息、税项、折旧及摊销前利润(EBITDA)预计在6000万至7000万美元之间。StreetAccount 调查的分析师预期为7710万美元。</p><p style=\"text-align: start;\"><strong>争议背景</strong></p><p style=\"text-align: start;\">Hims & Hers 近几个月因其持续销售<strong>复合GLP-1药物</strong>而面临争议。这些药物是热门糖尿病和减肥药物的更便宜、未经批准的版本。当品牌药供应短缺时,复合药物可以大规模生产,但美国食品药品监督管理局(FDA)在2月份宣布,持续的供应问题已得到解决。</p><p style=\"text-align: start;\">包括 Hims & Hers 在内的一些远程医疗公司仍在继续提供这些复合药物。在法律允许的特殊情况下(例如患者对品牌药中的某种成分过敏),患者获取个性化剂量的仿制药是合法的。Hims & Hers 表示,如果临床适用,消费者可能仍能通过其网站获得个性化剂量。</p><p style=\"text-align: start;\">6月,Hims & Hers 与诺和诺德(Novo Nordisk)的短暂合作破裂后,其股价曾暴跌逾30%。诺和诺德表示,Hims & Hers “在个性化的虚假幌子下,未能遵守禁止大规模销售复合药物的法律”。</p><p style=\"text-align: start;\"><strong>其他财务数据</strong></p><p style=\"text-align: start;\">Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元,也高于 StreetAccount 预期的7300万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8e1c456ca197d0f36009334944bbbcef","relate_stocks":{"HIMS":"Hims & Hers Health Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199873405","content_text":"关键点Hims & Hers Health 股价在盘后交易中下跌,此前该公司公布的第二季度营收未达到华尔街的营收预期。营收同比增长73%,达到5.448亿美元。Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元。Hims & Hers Health (HIMS) 股价周一盘后下跌13%,此前这家远程医疗公司公布的第二季度业绩未达到华尔街的营收预期。根据伦敦证券交易所集团(LSEG)汇编的分析师平均预期,该公司业绩如下:每股收益: 调整后为17美分,预期为15美分营收: 5.448亿美元,预期为5.52亿美元根据公告,Hims & Hers 第二季度营收为5.448亿美元,较去年同期的3.156亿美元增长73%。该公司报告净利润为4250万美元,合每股收益17美分;而去年同期净利润为1330万美元,合每股收益6美分。对于第三季度,Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间,而分析师预期为5.83亿美元。该公司表示,其第三季度调整后的利息、税项、折旧及摊销前利润(EBITDA)预计在6000万至7000万美元之间。StreetAccount 调查的分析师预期为7710万美元。争议背景Hims & Hers 近几个月因其持续销售复合GLP-1药物而面临争议。这些药物是热门糖尿病和减肥药物的更便宜、未经批准的版本。当品牌药供应短缺时,复合药物可以大规模生产,但美国食品药品监督管理局(FDA)在2月份宣布,持续的供应问题已得到解决。包括 Hims & Hers 在内的一些远程医疗公司仍在继续提供这些复合药物。在法律允许的特殊情况下(例如患者对品牌药中的某种成分过敏),患者获取个性化剂量的仿制药是合法的。Hims & Hers 表示,如果临床适用,消费者可能仍能通过其网站获得个性化剂量。6月,Hims & Hers 与诺和诺德(Novo Nordisk)的短暂合作破裂后,其股价曾暴跌逾30%。诺和诺德表示,Hims & Hers “在个性化的虚假幌子下,未能遵守禁止大规模销售复合药物的法律”。其他财务数据Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元,也高于 StreetAccount 预期的7300万美元。","news_type":1,"symbols_score_info":{"HIMS":1.1}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442818806170224,"gmtCreate":1749133032093,"gmtModify":1749133033430,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"32","listText":"32","text":"32","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442818806170224","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435468397248760,"gmtCreate":1747325151499,"gmtModify":1747325153966,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"<a 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250买了点,价格合理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435462217790008","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417497751523328,"gmtCreate":1742947360702,"gmtModify":1742947362827,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"170见","listText":"170见","text":"170见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417497751523328","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407747161673992,"gmtCreate":1740562150956,"gmtModify":1740562297931,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"估计有政府补贴它了","listText":"估计有政府补贴它了","text":"估计有政府补贴它了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407747161673992","repostId":"1162614458","repostType":2,"repost":{"id":"1162614458","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":1740562085,"share":"https://www.laohu8.com/m/news/1162614458?lang=&edition=full","pubTime":"2025-02-26 17:28","market":"us","language":"zh","title":"DeepSeek下调API调用价格,错峰时段降幅最高达75%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162614458","media":"老虎资讯综合","summary":"2月26日,DeepSeek今日宣布,即日起,北京时间每日00:30至08:30的夜间空闲时段,DeepSeek开放平台推出错峰优惠活动。在此期间,API调用价格大幅下调:DeepSeek-V3降至原价的50%,DeepSeek-R1更是低至25%。DeepSeek称,鼓励用户充分利用这一时段,享受更经济更流畅的服务体验。《科创板日报》","content":"<html><head></head><body><p>2月26日,DeepSeek今日宣布,即日起,北京时间每日00:30至08:30的夜间空闲时段,DeepSeek开放平台推出错峰优惠活动。</p><p>在此期间,API调用价格大幅下调:DeepSeek-V3降至原价的50%,DeepSeek-R1更是低至25%。DeepSeek称,鼓励用户充分利用这一时段,享受更经济更流畅的服务体验。《科创板日报》</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08a769b9be7b578f93059f7c09448567\" tg-width=\"926\" tg-height=\"477\"/></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 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class=\"h-time\">2025-02-26 17:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月26日,DeepSeek今日宣布,即日起,北京时间每日00:30至08:30的夜间空闲时段,DeepSeek开放平台推出错峰优惠活动。</p><p>在此期间,API调用价格大幅下调:DeepSeek-V3降至原价的50%,DeepSeek-R1更是低至25%。DeepSeek称,鼓励用户充分利用这一时段,享受更经济更流畅的服务体验。《科创板日报》</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08a769b9be7b578f93059f7c09448567\" tg-width=\"926\" 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href=https://mp.weixin.qq.com/s?__biz=MzA3NDcxOTMyOQ==&mid=2651500013&idx=1&sn=8ea7a2c9198c71b9643741a6e0d3d402&chksm=853aedd25dc8df60deee45f3904f69cbaf8a29c8543734ea4c8f26fcabb6eeaeabbfaca96480&scene=0&xtrack=1#rd><strong>美团Meituan</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>为积极构建和谐劳动关系,美团根据新就业形态的特点和新就业群体的实际需求,认真落实骑手权益保障,持续推进骑手社保工作。2022年7月以来,在人社部指导下,美团率先启动新就业形态人员职业伤害保障试点,已出资14亿为7个试点省市的全量骑手缴纳职业伤害保费,未来将进一步覆盖所有省市所有骑手。去年以来,美团就骑手缴纳养老保险等社保方案做了认真研究,选择了不同区域不同城市进行深入调研,并在有关部门的指导下形成...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzA3NDcxOTMyOQ==&mid=2651500013&idx=1&sn=8ea7a2c9198c71b9643741a6e0d3d402&chksm=853aedd25dc8df60deee45f3904f69cbaf8a29c8543734ea4c8f26fcabb6eeaeabbfaca96480&scene=0&xtrack=1#rd\">Web 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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 这股是真抗跌","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 这股是真抗跌","text":"$Palantir Technologies Inc.(PLTR)$ 这股是真抗跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383300390785440","isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382807058211352,"gmtCreate":1734494146442,"gmtModify":1734494148186,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"不跌到位不买","listText":"不跌到位不买","text":"不跌到位不买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382807058211352","repostId":"1150128417","repostType":2,"repost":{"id":"1150128417","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":1734489300,"share":"https://www.laohu8.com/m/news/1150128417?lang=&edition=full","pubTime":"2024-12-18 10:35","market":"us","language":"zh","title":"AI芯片热度消退?英伟达股价持续回调,抄底时机是否已到?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150128417","media":"老虎资讯综合","summary":"英伟达股价自11月创下的历史高点以来已下跌17%,接近熊市区间。自纳德拉发表上述言论以来,英伟达股价已下跌7%。最近几周,AI领域的一些行业领导者发表的言论也可能对英伟达的股价产生影响。Broadcom在第四季度财报中表示,其AI业务蓬勃发展,预计这种增长势头将在未来几年持续。然而,他认为英伟达目前的下跌应被视为投资者逢低买入的机会。“英伟达的调整期将是短暂的,”Ives说。","content":"<html><head></head><body><ul style=\"\"><li><p>英伟达股价自11月创下的历史高点以来已下跌17%,接近熊市区间。</p></li><li><p>抛售潮因微软CEO近期的言论加剧,这些言论表明芯片热潮可能正在消退。</p></li><li><p>Wedbush分析师认为,英伟达的股价下跌只是暂时的,其未来在AI领域的前景依然强劲。</p></li></ul><p>随着2024年接近尾声,英伟达股价已进入回调区间,其股价自11月21日创下的152.89美元历史高点以来下跌了17%。目前,该股正在逼近熊市区间——华尔街通常将从最近高点下跌20%定义为熊市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e72d39f8b4245985d50b16f7a3006fc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>上周晚些时候,英伟达的股价下跌速度加快,这与微软CEO萨提亚·纳德拉的评论有关。</p><p>在B2播客中接受Bill Gurley和Brad Gerstner采访时,纳德拉暗示AI芯片需求的狂热可能正在减弱。</p><p>当被问及微软在构建AI技术时是否仍然面临“供应限制”时,纳德拉回答说:“我现在是电力受限,而不是芯片供应受限。”</p><p>他补充道:“2024年我们确实受到限制。我们告诉市场,这就是为什么我们对2025年上半年乐观,因为那是我们财政年度的其余部分。之后,我认为2026年我们的状况会更好,所以我们有很好的前景。”</p><p>自纳德拉发表上述言论以来,英伟达股价已下跌7%。市场普遍认为,微软是英伟达的最大客户,占其收入的约20%。</p><p>纳德拉的评论表明,英伟达AI芯片的供需动态正在发生变化。过去两年,企业竞相开发自己的大型语言模型,对英伟达GPU的需求异常强劲。</p><p>需求之大,以至于英伟达不得不优先选择哪些公司可以获得其芯片,甚至有报道称一些亿万富翁科技公司创始人为了争取更多芯片,不惜在晚宴上向英伟达CEO黄仁勋恳求。</p><p>纳德拉的言论表明,芯片供应不再受限,这并不一定意味着英伟达核心产品的需求正在下降。更可能的情况是,部分GPU产品的供应终于赶上了需求。</p><p>值得注意的是,华尔街的分析师最近表示,英伟达下一代Blackwell GPU芯片的订单已经至少积压了一年。</p><p>然而,纳德拉的言论让华尔街一些最乐观的观点变得不那么明确。华尔街投资者通常喜欢听到产品需求超过供应的消息,而英伟达最大客户之一的表态可能会让投资者对英伟达股价能否再度大涨感到犹豫。</p><p>最近几周,AI领域的一些行业领导者发表的言论也可能对英伟达的股价产生影响。</p><p>谷歌CEO桑达尔·皮查伊本月早些时候表示,2025年AI模型的进展将变得更加困难,因为“容易摘取的果实已经没了。”</p><p>“当你刚开始迅速扩展时,你可以投入更多计算能力并取得巨大进展,但下一阶段将需要更深入的突破,”他说。“你可以将其视为一道墙,或者一些小障碍。”</p><p>OpenAI联合创始人伊利亚·苏茨克弗上周也发表了类似观点,认为AI开发可能会面临障碍。</p><p>“我们已经达到了数据的峰值,不会再有更多了,”苏茨克弗说。</p><p>此外,有越来越多的迹象表明,人们对人工通用智能的大胆预测可能比最初估计的更为遥远。这被视为AI技术的一个重要里程碑。</p><p>最后,Broadcom上周五发布的出色财报可能促使投资者从一些AI赢家中转向其他公司。Broadcom在第四季度财报中表示,其AI业务蓬勃发展,预计这种增长势头将在未来几年持续。Broadcom为像亚马逊和谷歌这样的云公司开发定制AI芯片。</p><p>Wedbush分析师Dan Ives表示:“许多华尔街投资者开始布局AI革命的二级、三级衍生领域,并出售一些英伟达股票。”</p><p>然而,他认为英伟达目前的下跌应被视为投资者逢低买入的机会。</p><p>“英伟达的调整期将是短暂的,”Ives说。“我们认为英伟达是AI领域的核心标的,其CEO黄仁勋正引领第四次工业革命走向2025年。”</p><p><em>本文编译自 BUSINESS INSIDER 《Nvidia stock's correction has accelerated since Microsoft's CEO hinted the frenzied demand for AI chips may be waning》</em></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>AI芯片热度消退?英伟达股价持续回调,抄底时机是否已到?</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{ 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}\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\">\nAI芯片热度消退?英伟达股价持续回调,抄底时机是否已到?\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\">2024-12-18 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>英伟达股价自11月创下的历史高点以来已下跌17%,接近熊市区间。</p></li><li><p>抛售潮因微软CEO近期的言论加剧,这些言论表明芯片热潮可能正在消退。</p></li><li><p>Wedbush分析师认为,英伟达的股价下跌只是暂时的,其未来在AI领域的前景依然强劲。</p></li></ul><p>随着2024年接近尾声,英伟达股价已进入回调区间,其股价自11月21日创下的152.89美元历史高点以来下跌了17%。目前,该股正在逼近熊市区间——华尔街通常将从最近高点下跌20%定义为熊市。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e72d39f8b4245985d50b16f7a3006fc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>上周晚些时候,英伟达的股价下跌速度加快,这与微软CEO萨提亚·纳德拉的评论有关。</p><p>在B2播客中接受Bill Gurley和Brad Gerstner采访时,纳德拉暗示AI芯片需求的狂热可能正在减弱。</p><p>当被问及微软在构建AI技术时是否仍然面临“供应限制”时,纳德拉回答说:“我现在是电力受限,而不是芯片供应受限。”</p><p>他补充道:“2024年我们确实受到限制。我们告诉市场,这就是为什么我们对2025年上半年乐观,因为那是我们财政年度的其余部分。之后,我认为2026年我们的状况会更好,所以我们有很好的前景。”</p><p>自纳德拉发表上述言论以来,英伟达股价已下跌7%。市场普遍认为,微软是英伟达的最大客户,占其收入的约20%。</p><p>纳德拉的评论表明,英伟达AI芯片的供需动态正在发生变化。过去两年,企业竞相开发自己的大型语言模型,对英伟达GPU的需求异常强劲。</p><p>需求之大,以至于英伟达不得不优先选择哪些公司可以获得其芯片,甚至有报道称一些亿万富翁科技公司创始人为了争取更多芯片,不惜在晚宴上向英伟达CEO黄仁勋恳求。</p><p>纳德拉的言论表明,芯片供应不再受限,这并不一定意味着英伟达核心产品的需求正在下降。更可能的情况是,部分GPU产品的供应终于赶上了需求。</p><p>值得注意的是,华尔街的分析师最近表示,英伟达下一代Blackwell GPU芯片的订单已经至少积压了一年。</p><p>然而,纳德拉的言论让华尔街一些最乐观的观点变得不那么明确。华尔街投资者通常喜欢听到产品需求超过供应的消息,而英伟达最大客户之一的表态可能会让投资者对英伟达股价能否再度大涨感到犹豫。</p><p>最近几周,AI领域的一些行业领导者发表的言论也可能对英伟达的股价产生影响。</p><p>谷歌CEO桑达尔·皮查伊本月早些时候表示,2025年AI模型的进展将变得更加困难,因为“容易摘取的果实已经没了。”</p><p>“当你刚开始迅速扩展时,你可以投入更多计算能力并取得巨大进展,但下一阶段将需要更深入的突破,”他说。“你可以将其视为一道墙,或者一些小障碍。”</p><p>OpenAI联合创始人伊利亚·苏茨克弗上周也发表了类似观点,认为AI开发可能会面临障碍。</p><p>“我们已经达到了数据的峰值,不会再有更多了,”苏茨克弗说。</p><p>此外,有越来越多的迹象表明,人们对人工通用智能的大胆预测可能比最初估计的更为遥远。这被视为AI技术的一个重要里程碑。</p><p>最后,Broadcom上周五发布的出色财报可能促使投资者从一些AI赢家中转向其他公司。Broadcom在第四季度财报中表示,其AI业务蓬勃发展,预计这种增长势头将在未来几年持续。Broadcom为像亚马逊和谷歌这样的云公司开发定制AI芯片。</p><p>Wedbush分析师Dan Ives表示:“许多华尔街投资者开始布局AI革命的二级、三级衍生领域,并出售一些英伟达股票。”</p><p>然而,他认为英伟达目前的下跌应被视为投资者逢低买入的机会。</p><p>“英伟达的调整期将是短暂的,”Ives说。“我们认为英伟达是AI领域的核心标的,其CEO黄仁勋正引领第四次工业革命走向2025年。”</p><p><em>本文编译自 BUSINESS INSIDER 《Nvidia stock's correction has accelerated since Microsoft's CEO hinted the frenzied demand for AI chips may be waning》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150128417","content_text":"英伟达股价自11月创下的历史高点以来已下跌17%,接近熊市区间。抛售潮因微软CEO近期的言论加剧,这些言论表明芯片热潮可能正在消退。Wedbush分析师认为,英伟达的股价下跌只是暂时的,其未来在AI领域的前景依然强劲。随着2024年接近尾声,英伟达股价已进入回调区间,其股价自11月21日创下的152.89美元历史高点以来下跌了17%。目前,该股正在逼近熊市区间——华尔街通常将从最近高点下跌20%定义为熊市。上周晚些时候,英伟达的股价下跌速度加快,这与微软CEO萨提亚·纳德拉的评论有关。在B2播客中接受Bill Gurley和Brad Gerstner采访时,纳德拉暗示AI芯片需求的狂热可能正在减弱。当被问及微软在构建AI技术时是否仍然面临“供应限制”时,纳德拉回答说:“我现在是电力受限,而不是芯片供应受限。”他补充道:“2024年我们确实受到限制。我们告诉市场,这就是为什么我们对2025年上半年乐观,因为那是我们财政年度的其余部分。之后,我认为2026年我们的状况会更好,所以我们有很好的前景。”自纳德拉发表上述言论以来,英伟达股价已下跌7%。市场普遍认为,微软是英伟达的最大客户,占其收入的约20%。纳德拉的评论表明,英伟达AI芯片的供需动态正在发生变化。过去两年,企业竞相开发自己的大型语言模型,对英伟达GPU的需求异常强劲。需求之大,以至于英伟达不得不优先选择哪些公司可以获得其芯片,甚至有报道称一些亿万富翁科技公司创始人为了争取更多芯片,不惜在晚宴上向英伟达CEO黄仁勋恳求。纳德拉的言论表明,芯片供应不再受限,这并不一定意味着英伟达核心产品的需求正在下降。更可能的情况是,部分GPU产品的供应终于赶上了需求。值得注意的是,华尔街的分析师最近表示,英伟达下一代Blackwell GPU芯片的订单已经至少积压了一年。然而,纳德拉的言论让华尔街一些最乐观的观点变得不那么明确。华尔街投资者通常喜欢听到产品需求超过供应的消息,而英伟达最大客户之一的表态可能会让投资者对英伟达股价能否再度大涨感到犹豫。最近几周,AI领域的一些行业领导者发表的言论也可能对英伟达的股价产生影响。谷歌CEO桑达尔·皮查伊本月早些时候表示,2025年AI模型的进展将变得更加困难,因为“容易摘取的果实已经没了。”“当你刚开始迅速扩展时,你可以投入更多计算能力并取得巨大进展,但下一阶段将需要更深入的突破,”他说。“你可以将其视为一道墙,或者一些小障碍。”OpenAI联合创始人伊利亚·苏茨克弗上周也发表了类似观点,认为AI开发可能会面临障碍。“我们已经达到了数据的峰值,不会再有更多了,”苏茨克弗说。此外,有越来越多的迹象表明,人们对人工通用智能的大胆预测可能比最初估计的更为遥远。这被视为AI技术的一个重要里程碑。最后,Broadcom上周五发布的出色财报可能促使投资者从一些AI赢家中转向其他公司。Broadcom在第四季度财报中表示,其AI业务蓬勃发展,预计这种增长势头将在未来几年持续。Broadcom为像亚马逊和谷歌这样的云公司开发定制AI芯片。Wedbush分析师Dan Ives表示:“许多华尔街投资者开始布局AI革命的二级、三级衍生领域,并出售一些英伟达股票。”然而,他认为英伟达目前的下跌应被视为投资者逢低买入的机会。“英伟达的调整期将是短暂的,”Ives说。“我们认为英伟达是AI领域的核心标的,其CEO黄仁勋正引领第四次工业革命走向2025年。”本文编译自 BUSINESS INSIDER 《Nvidia stock's correction has accelerated since Microsoft's CEO hinted the frenzied demand for AI chips may be waning》","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382260364702080,"gmtCreate":1734369381696,"gmtModify":1734369383415,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 哪个大机构在买盘,横盘几个小时","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 哪个大机构在买盘,横盘几个小时","text":"$Palantir Technologies Inc.(PLTR)$ 哪个大机构在买盘,横盘几个小时","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382260364702080","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380176068383104,"gmtCreate":1733841710921,"gmtModify":1733841712441,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 看来定价权不在cn那,反垄断不影响达子走势","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 看来定价权不在cn那,反垄断不影响达子走势","text":"$英伟达(NVDA)$ 看来定价权不在cn那,反垄断不影响达子走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380176068383104","isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375253958525224,"gmtCreate":1732618592837,"gmtModify":1732620646170,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"牛逼的","listText":"牛逼的","text":"牛逼的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375253958525224","repostId":"1173012684","repostType":2,"repost":{"id":"1173012684","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":1732617237,"share":"https://www.laohu8.com/m/news/1173012684?lang=&edition=full","pubTime":"2024-11-26 18:33","market":"us","language":"zh","title":"特朗普考虑任命人工智能部长,让美国保持在AI领域的前沿地位","url":"https://stock-news.laohu8.com/highlight/detail?id=1173012684","media":"老虎资讯综合","summary":"11月26日,据AXIOS网站,特朗普过渡团队消息人士称,当选总统特朗普考虑在白宫任命一位人工智能负责人,以协调联邦政策和政府对新兴技术的使用。消息人士称,埃隆·马斯克不会担任该职位,但预计他将密切参与未来的辩论和用例。据悉,该职位将负责集中公共和私人资源,使美国保持在人工智能的前沿地位。联邦政府对人工智能技术有着巨大的需求,该名负责人可能会与各机构的首席人工智能官合作(这些首席人工智能官是在拜登总统的人工智能行政命令中设立的,可能会在特朗普上台后幸运地留职)。","content":"<html><head></head><body><p>11月26日,据AXIOS网站,特朗普过渡团队消息人士称,当选总统特朗普考虑在白宫任命一位人工智能负责人,以协调联邦政策和政府对新兴技术的使用。消息人士称,埃隆·马斯克不会担任该职位,但预计他将密切参与未来的辩论和用例。</p><p>据悉,该职位将负责集中公共和私人资源,使美国保持在人工智能的前沿地位。联邦政府对人工智能技术有着巨大的需求,该名负责人可能会与各机构的首席人工智能官合作(这些首席人工智能官是在拜登总统的人工智能行政命令中设立的,可能会在特朗普上台后幸运地留职)。</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\" 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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特朗普考虑任命人工智能部长,让美国保持在AI领域的前沿地位\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\">2024-11-26 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月26日,据AXIOS网站,特朗普过渡团队消息人士称,当选总统特朗普考虑在白宫任命一位人工智能负责人,以协调联邦政策和政府对新兴技术的使用。消息人士称,埃隆·马斯克不会担任该职位,但预计他将密切参与未来的辩论和用例。</p><p>据悉,该职位将负责集中公共和私人资源,使美国保持在人工智能的前沿地位。联邦政府对人工智能技术有着巨大的需求,该名负责人可能会与各机构的首席人工智能官合作(这些首席人工智能官是在拜登总统的人工智能行政命令中设立的,可能会在特朗普上台后幸运地留职)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9352eeb054da879ea3921619a5a8a9c","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173012684","content_text":"11月26日,据AXIOS网站,特朗普过渡团队消息人士称,当选总统特朗普考虑在白宫任命一位人工智能负责人,以协调联邦政策和政府对新兴技术的使用。消息人士称,埃隆·马斯克不会担任该职位,但预计他将密切参与未来的辩论和用例。据悉,该职位将负责集中公共和私人资源,使美国保持在人工智能的前沿地位。联邦政府对人工智能技术有着巨大的需求,该名负责人可能会与各机构的首席人工智能官合作(这些首席人工智能官是在拜登总统的人工智能行政命令中设立的,可能会在特朗普上台后幸运地留职)。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374794831659432,"gmtCreate":1732543703894,"gmtModify":1732543706063,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"又想放消息拿筹码了","listText":"又想放消息拿筹码了","text":"又想放消息拿筹码了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374794831659432","repostId":"1170313816","repostType":2,"repost":{"id":"1170313816","kind":"news","pubTimestamp":1732543312,"share":"https://www.laohu8.com/m/news/1170313816?lang=&edition=full","pubTime":"2024-11-25 22:01","market":"us","language":"zh","title":"特斯拉暴涨之际瑞银看空:靠“动物精神”驱动,而非基本面改善","url":"https://stock-news.laohu8.com/highlight/detail?id=1170313816","media":"智通财经网","summary":"重申对于该股的“卖出”这一最负面评级。","content":"<html><head></head><body><p>来自国际大行瑞银集团的分析师团队在一份报告中警告称,<strong>全球首富马斯克所领导的电动汽车领军者特斯拉股价在美国总统选举后飙升,其背后的逻辑几乎全部由美股市场“动物精神”所驱动的情绪面繁荣有关,而非其业务基本面的实际改善。</strong>虽然近期特斯拉股价暴涨超40%,瑞银仍然坚定看跌特斯拉,重申对于该股的“卖出”这一最负面评级,仅仅予以特斯拉226美元目标价。瑞银分析师团队还对于那些可能对该公司有利的政策提出了警告。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6771922778a524e0540ed2b7e348d8e8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>“Animal Spirits”,即动物精神,是一个经济学和金融学中的术语,最初由经济学家约翰·梅纳德·凯恩斯在其1936年的经典著作《就业、利息和货币通论》中提出,凯恩斯描述为“人类在经济活动中的情绪和信心因素,具体而言是推动投资、消费和经济决策的心理动力”,强调这些动力常常基于非理性因素。</strong>在现代经济学中,“动物精神”被用来解释市场波动、经济周期等现象背后的“非理性因素”,特别是在传统经济学模型无法完全解释的情况下。例如,股市中的短期暴涨暴跌现象。</p><p style=\"text-align: justify;\">尽管自马斯克本人全力支持的唐纳德·特朗普获得美国总统选举胜利以来,出现了一些可能非常有利于特斯拉FSD(完全自动驾驶)以及Robotaxi的电动汽车政策潜在提案,但以约瑟夫·斯帕克(Joseph Spak)为首的瑞银分析师们团队写道,这些未实际发生的变化对该公司来说并不完全是积极的。</p><p style=\"text-align: justify;\">特斯拉股价在特朗普胜选后的短短一周内,已经全面突破长期以来看似遥不可及的300美元大关。自从特朗普宣布赢得美国总统大选以来,该公司股价已上涨超过40%。截至上周五美股收盘,特斯拉股价收涨3.8%至352.560美元。马斯克早在“懂王”特朗普遭遇刺杀后就开始斥巨资全力支持特朗普,堪称一意孤行“梭哈”特朗普的全球首富马斯克近期可谓“富上加富”。堪称“特斯拉死忠粉”的华尔街顶级投资机构Wedbush Securities在特朗普胜选后,将该机构对于特斯拉12个月内目标股价从300美元大幅上调至 400 美元。</p><p style=\"text-align: justify;\">对于看涨特斯拉股价的投资者以及马斯克粉丝们来说,特朗普再度入主白宫,以及特朗普宣布马斯克将领导“美国政府效率部门”,将彻底改变特斯拉以及特斯拉CEO马斯克旗下公司未来几年在人工智能、自动驾驶以及特斯拉人工智能超算体系方面的叙事逻辑,他们认为,对于马斯克抱怨已久的“联邦政府效率低下”、“特斯拉FSD与Robotaxi监管审核迟迟没有下文”等一系列监管难题而言,可能迎来“质变”式的加速审核。</p><p style=\"text-align: justify;\">但是斯帕克领导的瑞银给上述的乐观预期以及所谓的特斯拉“动物精神”破了一盆冷水。斯帕克领导的瑞银分析师们写道,例如,取消对购买电动汽车的消费税抵免可能会迫使特斯拉不得不大幅降价。他们还指出,尽管特朗普执政下的美国政府监管环境可能更有利于包括FSD技术、自动驾驶汽车在内的人工智能等前沿科技企业,但相比于Waymo等竞争对手,特斯拉还没有准备好利用宽松的规则推出Robotaxi 服务网络。</p><p style=\"text-align: justify;\">“特斯拉股价的上涨主要受动物精神,以及一部分技术面的动量势头所推动。”斯帕克领导的瑞银分析师团队在报告中写道。他领导的瑞银分析师团队在最新研究报告中重申对于该股的“卖出”评级,不过将该机构对于特斯拉的目标价从197美元小幅上调至226美元。瑞银分析团队在报告中指出,对于市场定价的“联邦政府可能推动Robotaxi加速审批”这一预期,瑞银预计此预期带来的特斯拉市值提升基准仅为1000亿美元,而非目前所呈现的超过3000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9439153ee078c3040ccb0decbf9b2847\" title=\"\" tg-width=\"718\" tg-height=\"332\"/></p><p style=\"text-align: justify;\">特斯拉的股价上周收于352.56美元,自选举日以来特斯拉的市值增幅达到惊人的3500多亿美元,马斯克财富也跟随特斯拉股价暴增。</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>特斯拉暴涨之际瑞银看空:靠“动物精神”驱动,而非基本面改善</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特斯拉暴涨之际瑞银看空:靠“动物精神”驱动,而非基本面改善\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-25 22:01 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1215660.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来自国际大行瑞银集团的分析师团队在一份报告中警告称,全球首富马斯克所领导的电动汽车领军者特斯拉股价在美国总统选举后飙升,其背后的逻辑几乎全部由美股市场“动物精神”所驱动的情绪面繁荣有关,而非其业务基本面的实际改善。虽然近期特斯拉股价暴涨超40%,瑞银仍然坚定看跌特斯拉,重申对于该股的“卖出”这一最负面评级,仅仅予以特斯拉226美元目标价。瑞银分析师团队还对于那些可能对该公司有利的政策提出了警告。“...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1215660.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1215660.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170313816","content_text":"来自国际大行瑞银集团的分析师团队在一份报告中警告称,全球首富马斯克所领导的电动汽车领军者特斯拉股价在美国总统选举后飙升,其背后的逻辑几乎全部由美股市场“动物精神”所驱动的情绪面繁荣有关,而非其业务基本面的实际改善。虽然近期特斯拉股价暴涨超40%,瑞银仍然坚定看跌特斯拉,重申对于该股的“卖出”这一最负面评级,仅仅予以特斯拉226美元目标价。瑞银分析师团队还对于那些可能对该公司有利的政策提出了警告。“Animal Spirits”,即动物精神,是一个经济学和金融学中的术语,最初由经济学家约翰·梅纳德·凯恩斯在其1936年的经典著作《就业、利息和货币通论》中提出,凯恩斯描述为“人类在经济活动中的情绪和信心因素,具体而言是推动投资、消费和经济决策的心理动力”,强调这些动力常常基于非理性因素。在现代经济学中,“动物精神”被用来解释市场波动、经济周期等现象背后的“非理性因素”,特别是在传统经济学模型无法完全解释的情况下。例如,股市中的短期暴涨暴跌现象。尽管自马斯克本人全力支持的唐纳德·特朗普获得美国总统选举胜利以来,出现了一些可能非常有利于特斯拉FSD(完全自动驾驶)以及Robotaxi的电动汽车政策潜在提案,但以约瑟夫·斯帕克(Joseph Spak)为首的瑞银分析师们团队写道,这些未实际发生的变化对该公司来说并不完全是积极的。特斯拉股价在特朗普胜选后的短短一周内,已经全面突破长期以来看似遥不可及的300美元大关。自从特朗普宣布赢得美国总统大选以来,该公司股价已上涨超过40%。截至上周五美股收盘,特斯拉股价收涨3.8%至352.560美元。马斯克早在“懂王”特朗普遭遇刺杀后就开始斥巨资全力支持特朗普,堪称一意孤行“梭哈”特朗普的全球首富马斯克近期可谓“富上加富”。堪称“特斯拉死忠粉”的华尔街顶级投资机构Wedbush Securities在特朗普胜选后,将该机构对于特斯拉12个月内目标股价从300美元大幅上调至 400 美元。对于看涨特斯拉股价的投资者以及马斯克粉丝们来说,特朗普再度入主白宫,以及特朗普宣布马斯克将领导“美国政府效率部门”,将彻底改变特斯拉以及特斯拉CEO马斯克旗下公司未来几年在人工智能、自动驾驶以及特斯拉人工智能超算体系方面的叙事逻辑,他们认为,对于马斯克抱怨已久的“联邦政府效率低下”、“特斯拉FSD与Robotaxi监管审核迟迟没有下文”等一系列监管难题而言,可能迎来“质变”式的加速审核。但是斯帕克领导的瑞银给上述的乐观预期以及所谓的特斯拉“动物精神”破了一盆冷水。斯帕克领导的瑞银分析师们写道,例如,取消对购买电动汽车的消费税抵免可能会迫使特斯拉不得不大幅降价。他们还指出,尽管特朗普执政下的美国政府监管环境可能更有利于包括FSD技术、自动驾驶汽车在内的人工智能等前沿科技企业,但相比于Waymo等竞争对手,特斯拉还没有准备好利用宽松的规则推出Robotaxi 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15:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月25日,国新办就金融服务经济社会高质量发展举行新闻发布会,国家金融监督管理总局副局长肖远企表示,将继续做好个人住房贷款金融服务。支持各地城市政府和住建部门因城施策,进一步优化首付比例、贷款利率等个人住房贷款政策,指导、督促银行更好服务广大人民群众刚性和改善性住房的融资需求。</p><blockquote><p><strong>今日国新办举行新闻发布会</strong></p></blockquote><p style=\"text-align: justify;\"><strong>金融监管总局肖远企:近期将加快推进城市房地产融资协调机制落地见效</strong></p><p style=\"text-align: justify;\">国家金融监督管理总局副局长肖远企表示,近一段时间以来,我们积极配合行业主管部门和地方政府从房地产市场供需两端综合市场,不断加大金融支持力度。房地产产业链条长、涉及面广,对国民经济具有重要影响,与广大人民群众生活也息息相关。金融业责无旁贷,必须大力支持。近期还将重点展开几个主要工作,一是加快推进城市房地产融资协调机制落地见效。近期还将召开相关工作部署会,要求银行尽快行动起来。二是指导金融机构落实好经营性物业贷款管理要求。三是继续做好个人住房贷款金融服务。四是指导和要求银行等金融机构大力支持重大基础设施、城中村改造、三大工程建设。</p><p style=\"text-align: justify;\"><strong>国家金融监管总局:2023年发放开发贷款和个人住房贷款合计将近10万亿元</strong></p><p style=\"text-align: justify;\">国家金融监督管理总局副局长肖远企表示,截至目前,开发贷款和个人住房贷款的余额分别是12.3万亿元和38.3万亿元。其中,2023年分别发放了3万亿元和6.4万亿元,这两项加起来将近10万亿元。</p><p style=\"text-align: justify;\"><strong>国家金融监管总局:将进一步优化首付比例、贷款利率等个人住房贷款政策</strong></p><p style=\"text-align: justify;\">肖远企表示,将继续做好个人住房贷款金融服务。支持各地城市政府和住建部门因城施策,进一步优化首付比例、贷款利率等个人住房贷款政策,指导、督促银行更好服务广大人民群众刚性和改善性住房的融资需求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187417462","content_text":"1月25日,国新办就金融服务经济社会高质量发展举行新闻发布会,国家金融监督管理总局副局长肖远企表示,将继续做好个人住房贷款金融服务。支持各地城市政府和住建部门因城施策,进一步优化首付比例、贷款利率等个人住房贷款政策,指导、督促银行更好服务广大人民群众刚性和改善性住房的融资需求。今日国新办举行新闻发布会金融监管总局肖远企:近期将加快推进城市房地产融资协调机制落地见效国家金融监督管理总局副局长肖远企表示,近一段时间以来,我们积极配合行业主管部门和地方政府从房地产市场供需两端综合市场,不断加大金融支持力度。房地产产业链条长、涉及面广,对国民经济具有重要影响,与广大人民群众生活也息息相关。金融业责无旁贷,必须大力支持。近期还将重点展开几个主要工作,一是加快推进城市房地产融资协调机制落地见效。近期还将召开相关工作部署会,要求银行尽快行动起来。二是指导金融机构落实好经营性物业贷款管理要求。三是继续做好个人住房贷款金融服务。四是指导和要求银行等金融机构大力支持重大基础设施、城中村改造、三大工程建设。国家金融监管总局:2023年发放开发贷款和个人住房贷款合计将近10万亿元国家金融监督管理总局副局长肖远企表示,截至目前,开发贷款和个人住房贷款的余额分别是12.3万亿元和38.3万亿元。其中,2023年分别发放了3万亿元和6.4万亿元,这两项加起来将近10万亿元。国家金融监管总局:将进一步优化首付比例、贷款利率等个人住房贷款政策肖远企表示,将继续做好个人住房贷款金融服务。支持各地城市政府和住建部门因城施策,进一步优化首付比例、贷款利率等个人住房贷款政策,指导、督促银行更好服务广大人民群众刚性和改善性住房的融资需求。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464240554439144,"gmtCreate":1754364814743,"gmtModify":1754364816635,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"挺好的,敢跌下来就买上去","listText":"挺好的,敢跌下来就买上去","text":"挺好的,敢跌下来就买上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464240554439144","repostId":"1199873405","repostType":2,"repost":{"id":"1199873405","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":1754349563,"share":"https://www.laohu8.com/m/news/1199873405?lang=&edition=full","pubTime":"2025-08-05 07:19","market":"us","language":"zh","title":"Hims & Hers 二季度营收增长73%,但未达预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1199873405","media":"老虎资讯综合","summary":"关键点Hims & Hers Health 股价在盘后交易中下跌,此前该公司公布的第二季度营收未达到华尔街的营收预期。Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元。对于第三季度,Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间,而分析师预期为5.83亿美元。Hims & Hers 表示,如果临床适用,消费者可能仍能通过其网站获得个性化剂量。诺和诺德表示,Hims & Hers “在个性化的虚假幌子下,未能遵守禁止大规模销售复合药物的法律”。","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>关键点</strong></p><ul style=\"\"><li><p>Hims & Hers Health 股价在盘后交易中下跌,此前该公司公布的第二季度营收未达到华尔街的营收预期。</p></li><li><p>营收同比增长73%,达到5.448亿美元。</p></li><li><p>Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元。</p></li></ul><p style=\"text-align: start;\">Hims & Hers Health (HIMS) 股价周一盘后下跌13%,此前这家远程医疗公司公布的第二季度业绩未达到华尔街的营收预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35dbaa7fe50863ac71a93584bd75c783\" tg-width=\"528\" tg-height=\"154\"/></p><p style=\"text-align: start;\">根据伦敦证券交易所集团(LSEG)汇编的分析师平均预期,该公司业绩如下:</p><ul style=\"\"><li><p><strong>每股收益:</strong> 调整后为17美分,预期为15美分</p></li><li><p><strong>营收:</strong> 5.448亿美元,预期为5.52亿美元</p></li></ul><p style=\"text-align: start;\">根据公告,Hims & Hers 第二季度营收为5.448亿美元,较去年同期的3.156亿美元增长73%。该公司报告净利润为4250万美元,合每股收益17美分;而去年同期净利润为1330万美元,合每股收益6美分。</p><p style=\"text-align: start;\">对于第三季度,Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间,而分析师预期为5.83亿美元。该公司表示,其第三季度调整后的利息、税项、折旧及摊销前利润(EBITDA)预计在6000万至7000万美元之间。StreetAccount 调查的分析师预期为7710万美元。</p><p style=\"text-align: start;\"><strong>争议背景</strong></p><p style=\"text-align: start;\">Hims & Hers 近几个月因其持续销售<strong>复合GLP-1药物</strong>而面临争议。这些药物是热门糖尿病和减肥药物的更便宜、未经批准的版本。当品牌药供应短缺时,复合药物可以大规模生产,但美国食品药品监督管理局(FDA)在2月份宣布,持续的供应问题已得到解决。</p><p style=\"text-align: start;\">包括 Hims & Hers 在内的一些远程医疗公司仍在继续提供这些复合药物。在法律允许的特殊情况下(例如患者对品牌药中的某种成分过敏),患者获取个性化剂量的仿制药是合法的。Hims & Hers 表示,如果临床适用,消费者可能仍能通过其网站获得个性化剂量。</p><p style=\"text-align: start;\">6月,Hims & Hers 与诺和诺德(Novo Nordisk)的短暂合作破裂后,其股价曾暴跌逾30%。诺和诺德表示,Hims & Hers “在个性化的虚假幌子下,未能遵守禁止大规模销售复合药物的法律”。</p><p style=\"text-align: start;\"><strong>其他财务数据</strong></p><p style=\"text-align: start;\">Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元,也高于 StreetAccount 预期的7300万美元。</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>Hims & Hers 二季度营收增长73%,但未达预期</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\">\nHims & Hers 二季度营收增长73%,但未达预期\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\">2025-08-05 07:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><strong>关键点</strong></p><ul style=\"\"><li><p>Hims & Hers Health 股价在盘后交易中下跌,此前该公司公布的第二季度营收未达到华尔街的营收预期。</p></li><li><p>营收同比增长73%,达到5.448亿美元。</p></li><li><p>Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元。</p></li></ul><p style=\"text-align: start;\">Hims & Hers Health (HIMS) 股价周一盘后下跌13%,此前这家远程医疗公司公布的第二季度业绩未达到华尔街的营收预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35dbaa7fe50863ac71a93584bd75c783\" tg-width=\"528\" tg-height=\"154\"/></p><p style=\"text-align: start;\">根据伦敦证券交易所集团(LSEG)汇编的分析师平均预期,该公司业绩如下:</p><ul style=\"\"><li><p><strong>每股收益:</strong> 调整后为17美分,预期为15美分</p></li><li><p><strong>营收:</strong> 5.448亿美元,预期为5.52亿美元</p></li></ul><p style=\"text-align: start;\">根据公告,Hims & Hers 第二季度营收为5.448亿美元,较去年同期的3.156亿美元增长73%。该公司报告净利润为4250万美元,合每股收益17美分;而去年同期净利润为1330万美元,合每股收益6美分。</p><p style=\"text-align: start;\">对于第三季度,Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间,而分析师预期为5.83亿美元。该公司表示,其第三季度调整后的利息、税项、折旧及摊销前利润(EBITDA)预计在6000万至7000万美元之间。StreetAccount 调查的分析师预期为7710万美元。</p><p style=\"text-align: start;\"><strong>争议背景</strong></p><p style=\"text-align: start;\">Hims & Hers 近几个月因其持续销售<strong>复合GLP-1药物</strong>而面临争议。这些药物是热门糖尿病和减肥药物的更便宜、未经批准的版本。当品牌药供应短缺时,复合药物可以大规模生产,但美国食品药品监督管理局(FDA)在2月份宣布,持续的供应问题已得到解决。</p><p style=\"text-align: start;\">包括 Hims & Hers 在内的一些远程医疗公司仍在继续提供这些复合药物。在法律允许的特殊情况下(例如患者对品牌药中的某种成分过敏),患者获取个性化剂量的仿制药是合法的。Hims & Hers 表示,如果临床适用,消费者可能仍能通过其网站获得个性化剂量。</p><p style=\"text-align: start;\">6月,Hims & Hers 与诺和诺德(Novo Nordisk)的短暂合作破裂后,其股价曾暴跌逾30%。诺和诺德表示,Hims & Hers “在个性化的虚假幌子下,未能遵守禁止大规模销售复合药物的法律”。</p><p style=\"text-align: start;\"><strong>其他财务数据</strong></p><p style=\"text-align: start;\">Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元,也高于 StreetAccount 预期的7300万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8e1c456ca197d0f36009334944bbbcef","relate_stocks":{"HIMS":"Hims & Hers Health Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199873405","content_text":"关键点Hims & Hers Health 股价在盘后交易中下跌,此前该公司公布的第二季度营收未达到华尔街的营收预期。营收同比增长73%,达到5.448亿美元。Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元。Hims & Hers Health (HIMS) 股价周一盘后下跌13%,此前这家远程医疗公司公布的第二季度业绩未达到华尔街的营收预期。根据伦敦证券交易所集团(LSEG)汇编的分析师平均预期,该公司业绩如下:每股收益: 调整后为17美分,预期为15美分营收: 5.448亿美元,预期为5.52亿美元根据公告,Hims & Hers 第二季度营收为5.448亿美元,较去年同期的3.156亿美元增长73%。该公司报告净利润为4250万美元,合每股收益17美分;而去年同期净利润为1330万美元,合每股收益6美分。对于第三季度,Hims & Hers 表示预计营收将在5.7亿至5.9亿美元之间,而分析师预期为5.83亿美元。该公司表示,其第三季度调整后的利息、税项、折旧及摊销前利润(EBITDA)预计在6000万至7000万美元之间。StreetAccount 调查的分析师预期为7710万美元。争议背景Hims & Hers 近几个月因其持续销售复合GLP-1药物而面临争议。这些药物是热门糖尿病和减肥药物的更便宜、未经批准的版本。当品牌药供应短缺时,复合药物可以大规模生产,但美国食品药品监督管理局(FDA)在2月份宣布,持续的供应问题已得到解决。包括 Hims & Hers 在内的一些远程医疗公司仍在继续提供这些复合药物。在法律允许的特殊情况下(例如患者对品牌药中的某种成分过敏),患者获取个性化剂量的仿制药是合法的。Hims & Hers 表示,如果临床适用,消费者可能仍能通过其网站获得个性化剂量。6月,Hims & Hers 与诺和诺德(Novo Nordisk)的短暂合作破裂后,其股价曾暴跌逾30%。诺和诺德表示,Hims & Hers “在个性化的虚假幌子下,未能遵守禁止大规模销售复合药物的法律”。其他财务数据Hims & Hers 报告第二季度调整后 EBITDA 为8200万美元,高于去年同期的3930万美元,也高于 StreetAccount 预期的7300万美元。","news_type":1,"symbols_score_info":{"HIMS":1.1}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442818806170224,"gmtCreate":1749133032093,"gmtModify":1749133033430,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"32","listText":"32","text":"32","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442818806170224","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407747161673992,"gmtCreate":1740562150956,"gmtModify":1740562297931,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"估计有政府补贴它了","listText":"估计有政府补贴它了","text":"估计有政府补贴它了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407747161673992","repostId":"1162614458","repostType":2,"repost":{"id":"1162614458","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":1740562085,"share":"https://www.laohu8.com/m/news/1162614458?lang=&edition=full","pubTime":"2025-02-26 17:28","market":"us","language":"zh","title":"DeepSeek下调API调用价格,错峰时段降幅最高达75%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162614458","media":"老虎资讯综合","summary":"2月26日,DeepSeek今日宣布,即日起,北京时间每日00:30至08:30的夜间空闲时段,DeepSeek开放平台推出错峰优惠活动。在此期间,API调用价格大幅下调:DeepSeek-V3降至原价的50%,DeepSeek-R1更是低至25%。DeepSeek称,鼓励用户充分利用这一时段,享受更经济更流畅的服务体验。《科创板日报》","content":"<html><head></head><body><p>2月26日,DeepSeek今日宣布,即日起,北京时间每日00:30至08:30的夜间空闲时段,DeepSeek开放平台推出错峰优惠活动。</p><p>在此期间,API调用价格大幅下调:DeepSeek-V3降至原价的50%,DeepSeek-R1更是低至25%。DeepSeek称,鼓励用户充分利用这一时段,享受更经济更流畅的服务体验。《科创板日报》</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08a769b9be7b578f93059f7c09448567\" tg-width=\"926\" tg-height=\"477\"/></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 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class=\"h-time\">2025-02-26 17:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月26日,DeepSeek今日宣布,即日起,北京时间每日00:30至08:30的夜间空闲时段,DeepSeek开放平台推出错峰优惠活动。</p><p>在此期间,API调用价格大幅下调:DeepSeek-V3降至原价的50%,DeepSeek-R1更是低至25%。DeepSeek称,鼓励用户充分利用这一时段,享受更经济更流畅的服务体验。《科创板日报》</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08a769b9be7b578f93059f7c09448567\" tg-width=\"926\" tg-height=\"477\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2d10971e5f3c03dc2f148badda342d3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162614458","content_text":"2月26日,DeepSeek今日宣布,即日起,北京时间每日00:30至08:30的夜间空闲时段,DeepSeek开放平台推出错峰优惠活动。在此期间,API调用价格大幅下调:DeepSeek-V3降至原价的50%,DeepSeek-R1更是低至25%。DeepSeek称,鼓励用户充分利用这一时段,享受更经济更流畅的服务体验。《科创板日报》","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404560539030216,"gmtCreate":1739795712708,"gmtModify":1739797311524,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"这种垃圾股就别写了","listText":"这种垃圾股就别写了","text":"这种垃圾股就别写了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404560539030216","repostId":"1153064714","repostType":2,"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383300390785440,"gmtCreate":1734620478442,"gmtModify":1734620479998,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"<a 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这股是真抗跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383300390785440","isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300871483220032,"gmtCreate":1714461033371,"gmtModify":1714461035063,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"放大招,五一后","listText":"放大招,五一后","text":"放大招,五一后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300871483220032","repostId":"1176227921","repostType":2,"isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405232324579632,"gmtCreate":1739957674141,"gmtModify":1739958891515,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"没有京东竞争他压根不会管这帮骑手","listText":"没有京东竞争他压根不会管这帮骑手","text":"没有京东竞争他压根不会管这帮骑手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405232324579632","repostId":"1176664624","repostType":2,"repost":{"id":"1176664624","kind":"news","pubTimestamp":1739957463,"share":"https://www.laohu8.com/m/news/1176664624?lang=&edition=full","pubTime":"2025-02-19 17:31","market":"us","language":"zh","title":"美团:将为全职及稳定兼职骑手缴纳社保,积极构建和谐劳动关系","url":"https://stock-news.laohu8.com/highlight/detail?id=1176664624","media":"美团Meituan","summary":"2022年7月以来,在人社部指导下,美团率先启动新就业形态人员职业伤害保障试点,已出资14亿为7个试点省市的全量骑手缴纳职业伤害保费,未来将进一步覆盖所有省市所有骑手。去年以来,美团就骑手缴纳养老保险等社保方案做了认真研究,选择了不同区域不同城市进行深入调研,并在有关部门的指导下形成了初步试点方案,目前正在搭建骑手社保相关的信息系统,预计2025年二季度开始实施,逐步为全职及稳定兼职骑手缴纳社保。","content":"<html><head></head><body><p>为积极构建和谐劳动关系,美团根据新就业形态的特点和新就业群体的实际需求,认真落实骑手权益保障,持续推进骑手社保工作。</p><p style=\"text-align: justify;\">2022年7月以来,在人社部指导下,美团率先启动新就业形态人员职业伤害保障试点,已出资14亿为7个试点省市的全量骑手缴纳职业伤害保费,未来将进一步覆盖所有省市所有骑手。</p><p style=\"text-align: justify;\">去年以来,美团就骑手缴纳养老保险等社保方案做了认真研究,选择了不同区域不同城市进行深入调研,并在有关部门的指导下形成了初步试点方案,目前正在搭建骑手社保相关的信息系统,预计2025年二季度开始实施,逐步为全职及稳定兼职骑手缴纳社保。</p><p style=\"text-align: justify;\">为了做好这项工作,我们认真听取了骑手的意见和建议,并与社保领域的专家进行了深入沟通。未来,我们将继续广泛听取社会各界的意见和建议,在有关部门的指导下,扎实推进骑手社保相关工作,并定期向社会各界公布相关进展。</p><p style=\"text-align: justify;\">近年来,在中央社会工作部、人社部、市场监管总局、全国总工会等有关部门指导下,美团召开421场骑手恳谈会,倾听骑手声音,持续改进算法,落实权益保障。2025年,美团将全面取消配送超时罚款,落实“防疲劳”措施,加快“骑手友好社区”等全领域友好场景建设,发挥工会关爱作用,让更多外卖骑手感受到温暖与关怀。</p></body></html>","source":"lsy1739957485663","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>美团:将为全职及稳定兼职骑手缴纳社保,积极构建和谐劳动关系</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美团:将为全职及稳定兼职骑手缴纳社保,积极构建和谐劳动关系\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-19 17:31 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzA3NDcxOTMyOQ==&mid=2651500013&idx=1&sn=8ea7a2c9198c71b9643741a6e0d3d402&chksm=853aedd25dc8df60deee45f3904f69cbaf8a29c8543734ea4c8f26fcabb6eeaeabbfaca96480&scene=0&xtrack=1#rd><strong>美团Meituan</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>为积极构建和谐劳动关系,美团根据新就业形态的特点和新就业群体的实际需求,认真落实骑手权益保障,持续推进骑手社保工作。2022年7月以来,在人社部指导下,美团率先启动新就业形态人员职业伤害保障试点,已出资14亿为7个试点省市的全量骑手缴纳职业伤害保费,未来将进一步覆盖所有省市所有骑手。去年以来,美团就骑手缴纳养老保险等社保方案做了认真研究,选择了不同区域不同城市进行深入调研,并在有关部门的指导下形成...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzA3NDcxOTMyOQ==&mid=2651500013&idx=1&sn=8ea7a2c9198c71b9643741a6e0d3d402&chksm=853aedd25dc8df60deee45f3904f69cbaf8a29c8543734ea4c8f26fcabb6eeaeabbfaca96480&scene=0&xtrack=1#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac8ba300095aa1d7469e63485ef42d4c","relate_stocks":{"03690":"美团-W"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzA3NDcxOTMyOQ==&mid=2651500013&idx=1&sn=8ea7a2c9198c71b9643741a6e0d3d402&chksm=853aedd25dc8df60deee45f3904f69cbaf8a29c8543734ea4c8f26fcabb6eeaeabbfaca96480&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176664624","content_text":"为积极构建和谐劳动关系,美团根据新就业形态的特点和新就业群体的实际需求,认真落实骑手权益保障,持续推进骑手社保工作。2022年7月以来,在人社部指导下,美团率先启动新就业形态人员职业伤害保障试点,已出资14亿为7个试点省市的全量骑手缴纳职业伤害保费,未来将进一步覆盖所有省市所有骑手。去年以来,美团就骑手缴纳养老保险等社保方案做了认真研究,选择了不同区域不同城市进行深入调研,并在有关部门的指导下形成了初步试点方案,目前正在搭建骑手社保相关的信息系统,预计2025年二季度开始实施,逐步为全职及稳定兼职骑手缴纳社保。为了做好这项工作,我们认真听取了骑手的意见和建议,并与社保领域的专家进行了深入沟通。未来,我们将继续广泛听取社会各界的意见和建议,在有关部门的指导下,扎实推进骑手社保相关工作,并定期向社会各界公布相关进展。近年来,在中央社会工作部、人社部、市场监管总局、全国总工会等有关部门指导下,美团召开421场骑手恳谈会,倾听骑手声音,持续改进算法,落实权益保障。2025年,美团将全面取消配送超时罚款,落实“防疲劳”措施,加快“骑手友好社区”等全领域友好场景建设,发挥工会关爱作用,让更多外卖骑手感受到温暖与关怀。","news_type":1,"symbols_score_info":{"03690":1.1}},"isVote":1,"tweetType":1,"viewCount":1634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404884077433208,"gmtCreate":1739873220881,"gmtModify":1739873222700,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"最好就是分析盘面咯","listText":"最好就是分析盘面咯","text":"最好就是分析盘面咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404884077433208","isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401138127532424,"gmtCreate":1738941749706,"gmtModify":1738941750940,"author":{"id":"4167458810611552","authorId":"4167458810611552","name":"苍宗嘉措","avatar":"https://static.tigerbbs.com/258367e55ff4a1ea40004ea886b908a8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167458810611552","authorIdStr":"4167458810611552"},"themes":[],"htmlText":"<a 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