cC的个人主页 - 老虎社区

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2025-11-11

666

2025-02-25

这篇文章不错，转发给大家看看

调研中国人形机器人产业链后，大摩：技术路线尚未统一，产业链加速降本

2025-07-25

$SharpLink Gaming(SBET)$ 杀疯了，套了2个点，太狠了主力！

2025-04-09

$世纪互联(VNET)$ 中概股有点危险啊，在搞就从美股退市吧

2025-04-07

它拉升是为了先让中国股民今晚睡个好觉[暗中观察] [握手]

富时中国A50指数期货夜盘涨幅扩大至逾2%

2025-03-12

$禾赛(HSAI)$ 车用雷达确实是牛逼的大单品，以后趋势是一车一雷达，手机可以支撑小米估值，雷达呢？

2025-02-12

马斯克得罪了权贵军方金融华尔街，就会面临特斯拉被做空的风险[开心]

特斯拉股价再陷低谷，马斯克政治风波成最大隐忧！

02-28

[开心]会有影响

2025-04-04

$三倍做多富时中国ETF-Direxion(YINN)$ 狠狠的做空，长痛不如短痛，一步到位3000点！大盘千股跌停！

去老虎APP查看更多动态

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10:42","market":"hk","language":"zh","title":"恒生科技指数涨幅扩大至4%！美团-W涨超8%，中芯国际、京东集团-SW涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159372078","media":"老虎资讯综合","summary":"2月23日，恒生科技指数涨幅扩大至4%，成分股中，$美团-W(03690)$涨超8%，$中芯国际(00981)$、$京东集团-SW(09618)$涨超5%，$比亚迪股份(01211)$、$华虹半导体(01347)$涨超4%。","content":"<html><head></head><body><p>2月23日，恒生科技指数涨幅扩大至4%，成分股中，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超8%，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超5%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/676cc5f47aa35a636c2fb0e09bef0536\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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\" 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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\">2026-02-23 10:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月23日，恒生科技指数涨幅扩大至4%，成分股中，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超8%，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超5%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/676cc5f47aa35a636c2fb0e09bef0536\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"89618":"京东集团-SWR","688981":"中芯国际","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533096061290016","repostId":"532884262446592","repostType":1,"repost":{"id":532884262446592,"gmtCreate":1771117782548,"gmtModify":1771119552318,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"日本韩国的石油公司分析报告","htmlText":"引能仕：于1888 年 成有限责任日本石油会社正式成立，这是引能仕发展的源头，2001年初代 ENEOS 品牌诞生，品牌名称由 “ENERGY（能源）” 和 “NEOS（新生，源自希腊语）” 结合而成。 旗下油田：新潟油田、秋田油田、山形油田，墨西哥湾，北海油田，巴西，阿根廷，澳大利亚，主要业务：石油开采，炼油化工，润滑油，运输。 引能仕石油储量1.2亿桶，基本上忽略不计，日产量9.5万桶，主要是海外油田，日本本土石油非常少，人均产值233万美元，日本人的效率也不高了，公司年收入最高972亿美元，净利润最高 38亿美元，最高收入跟利润不同步。 2023年是0.6%的净利润率，这是非常低的，毛利率9%，也是很低，估计主要是加油站，化工这些不赚钱的业务，公司市值227亿美元，现在市销率0.25倍，市盈率10倍，估值也合理。股价25年就翻倍，基本上没有涨。 引能仕的问题是上游石油开采的业务很少，而下游的化工产品虽然毛利率高，但是净利润很低，而且跟BP一样转向新能源速度太快，导致净利润下降非常快，巴菲特是喜欢日本的股票，引能仕这几年涨得也不错。 但是长期来看，也不会大涨，因为日本在人口下降的趋势下保持GDP增长是很难的，日本的石油公司又不能全球扩张，所以引能仕未来不可能大涨，没有长线投资价值。 出光兴产：1911 年，出光佐三在北九州门司创立出光商会，以石油贩卖业务开启企业历史，2019 年与昭和壳牌石油实现经营整合，整合后以出光兴产名义运营，总部迁至东京大手町，成为日本国内石油销售份额第二的企业。 旗下油田：国内卑尔根，北海，Fram东北，新潟县，国外油田：马来西亚，越南，泰国，柬埔寨，土耳其，主要业务：石油开采，炼油化工，加油站、电力 ， 可再生能源、煤炭。 出光兴产石油储量1亿桶，日产量2.6万桶，石油开采这块基本上忽略不计，跟引能仕一样就是一个炼油企业，人均产值430万美元","listText":"引能仕：于1888 年 成有限责任日本石油会社正式成立，这是引能仕发展的源头，2001年初代 ENEOS 品牌诞生，品牌名称由 “ENERGY（能源）” 和 “NEOS（新生，源自希腊语）” 结合而成。 旗下油田：新潟油田、秋田油田、山形油田，墨西哥湾，北海油田，巴西，阿根廷，澳大利亚，主要业务：石油开采，炼油化工，润滑油，运输。 引能仕石油储量1.2亿桶，基本上忽略不计，日产量9.5万桶，主要是海外油田，日本本土石油非常少，人均产值233万美元，日本人的效率也不高了，公司年收入最高972亿美元，净利润最高 38亿美元，最高收入跟利润不同步。 2023年是0.6%的净利润率，这是非常低的，毛利率9%，也是很低，估计主要是加油站，化工这些不赚钱的业务，公司市值227亿美元，现在市销率0.25倍，市盈率10倍，估值也合理。股价25年就翻倍，基本上没有涨。 引能仕的问题是上游石油开采的业务很少，而下游的化工产品虽然毛利率高，但是净利润很低，而且跟BP一样转向新能源速度太快，导致净利润下降非常快，巴菲特是喜欢日本的股票，引能仕这几年涨得也不错。 但是长期来看，也不会大涨，因为日本在人口下降的趋势下保持GDP增长是很难的，日本的石油公司又不能全球扩张，所以引能仕未来不可能大涨，没有长线投资价值。 出光兴产：1911 年，出光佐三在北九州门司创立出光商会，以石油贩卖业务开启企业历史，2019 年与昭和壳牌石油实现经营整合，整合后以出光兴产名义运营，总部迁至东京大手町，成为日本国内石油销售份额第二的企业。 旗下油田：国内卑尔根，北海，Fram东北，新潟县，国外油田：马来西亚，越南，泰国，柬埔寨，土耳其，主要业务：石油开采，炼油化工，加油站、电力 ， 可再生能源、煤炭。 出光兴产石油储量1亿桶，日产量2.6万桶，石油开采这块基本上忽略不计，跟引能仕一样就是一个炼油企业，人均产值430万美元","text":"引能仕：于1888 年 成有限责任日本石油会社正式成立，这是引能仕发展的源头，2001年初代 ENEOS 品牌诞生，品牌名称由 “ENERGY（能源）” 和 “NEOS（新生，源自希腊语）” 结合而成。 旗下油田：新潟油田、秋田油田、山形油田，墨西哥湾，北海油田，巴西，阿根廷，澳大利亚，主要业务：石油开采，炼油化工，润滑油，运输。 引能仕石油储量1.2亿桶，基本上忽略不计，日产量9.5万桶，主要是海外油田，日本本土石油非常少，人均产值233万美元，日本人的效率也不高了，公司年收入最高972亿美元，净利润最高 38亿美元，最高收入跟利润不同步。 2023年是0.6%的净利润率，这是非常低的，毛利率9%，也是很低，估计主要是加油站，化工这些不赚钱的业务，公司市值227亿美元，现在市销率0.25倍，市盈率10倍，估值也合理。股价25年就翻倍，基本上没有涨。 引能仕的问题是上游石油开采的业务很少，而下游的化工产品虽然毛利率高，但是净利润很低，而且跟BP一样转向新能源速度太快，导致净利润下降非常快，巴菲特是喜欢日本的股票，引能仕这几年涨得也不错。 但是长期来看，也不会大涨，因为日本在人口下降的趋势下保持GDP增长是很难的，日本的石油公司又不能全球扩张，所以引能仕未来不可能大涨，没有长线投资价值。 出光兴产：1911 年，出光佐三在北九州门司创立出光商会，以石油贩卖业务开启企业历史，2019 年与昭和壳牌石油实现经营整合，整合后以出光兴产名义运营，总部迁至东京大手町，成为日本国内石油销售份额第二的企业。 旗下油田：国内卑尔根，北海，Fram东北，新潟县，国外油田：马来西亚，越南，泰国，柬埔寨，土耳其，主要业务：石油开采，炼油化工，加油站、电力 ， 可再生能源、煤炭。 出光兴产石油储量1亿桶，日产量2.6万桶，石油开采这块基本上忽略不计，跟引能仕一样就是一个炼油企业，人均产值430万美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532884262446592","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532692691386424,"gmtCreate":1771082813496,"gmtModify":1771082815749,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201682707845380","authorIdStr":"4201682707845380"},"themes":[],"title":"","htmlText":"分析有道理","listText":"分析有道理","text":"分析有道理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532692691386424","repostId":"2611838115","repostType":2,"repost":{"id":"2611838115","kind":"news","pubTimestamp":1771048289,"share":"https://www.laohu8.com/m/news/2611838115?lang=zh_CN&edition=full","pubTime":"2026-02-14 13:51","market":"hk","language":"zh","title":"阿里猛攻，美团巨亏：2026外卖大战怎么打？","url":"https://stock-news.laohu8.com/highlight/detail?id=2611838115","media":"好看商业","summary":"2月13日，美团公告称2025年预计录得约233亿元—243亿元的巨额亏损。美团上一次巨亏是在2021年，当时美团豪赌社区团购等新业务，年亏235.36亿元。为此，阿里、京东、美团在2025年Q2、Q3两季共烧掉1000多亿元。美团被动参战，代价惨重。目前其前置仓数量超1000个，机构预估2025年GMV约265亿元。外卖价格战不可持续，监管部门也明确禁止非理性的恶性价格竞争。","content":"<html><body><article><img src=\"https://inews.gtimg.com/news_bt/O7Fsn9mDrjBvqRcNM1QxO7N48bod9Q3WU3kY0BRP7s6AkAA/0\"/><p>即时零售的战场从价格战转向基础设施竞赛，竞争也变得精细化。</p><p>作者｜周一围</p><p>编辑｜安心</p><p><a href=\"https://laohu8.com/S/MPNGY\">美团</a>或迎上市以来最大亏损。2月13日，<a href=\"https://laohu8.com/S/03690\">美团</a>公告称2025年预计录得约233亿元—243亿元的巨额亏损。这主要是由于其核心本地商业业务由盈转亏以及加大海外投入所致。</p><img src=\"https://inews.gtimg.com/news_bt/Oq7nC-sbsliQbj-FFEldYJXXZTe4-cTtBClXq1hIYzklcAA/0\"/><p>这与2024年录得约358.08亿元溢利‌形成鲜明对比，等于在利润端出现近600亿元的剧烈反转。美团上一次巨亏是在2021年，当时美团豪赌社区团购等新业务，年亏235.36亿元。</p><p>外卖大战另一边的<a href=\"https://laohu8.com/S/09988\">阿里</a>则不断加码。近期阿里核心管理层在内部会议上称：继续加大投入淘宝闪购，三年不惧亏损。这不是阿里第一次放话。1月初在在面向投资者的交流会上，阿里已经明确提出：2026年加大投入，直至即时零售市场绝对第一。</p><p>美团与阿里，分别从生活服务电商和实物电商走进了即时零售的战场。</p><p>王兴认为，零售的终局是“万物到家”，所以早在2021年，他就将美团的战略从“Food+Platform”升级为“零售+科技”。除了餐饮外卖，近年来美团在实物零售领域不断攻城略地。</p><p>美团来袭，阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>不会视而不见。去年开打的外卖大战，就是京东、阿里攻入美团腹地，反击美团、防御自家城池的举措。</p><p>三方看起来把战场开在了外卖领域，背后真实的意图是争夺即时零售版图。相比阿里、京东的远场电商，即时零售是本地供给、即时履约，满足即时需求；这是一个新赛道，规模和增速可观。其次，即时零售目前是美团零售的主战场。</p><p>阿里、京东一方面想吃到即时零售的增量蛋糕，另一方面，想遏制美团对其远场电商的蚕食。</p><p>于是就有了三方参与的外卖价格战。为此，阿里、京东、美团在2025年Q2、Q3两季共烧掉1000多亿元。</p><p>京东是外卖大战的发起者，在烧掉几百亿之后，也最早偃旗息鼓。阿里后来居上，越战越勇，补贴最为财大气粗。美团被动参战，代价惨重。</p><p>可以说，外卖大战至今，每一家都是杀敌一千，自损八百，无人真正胜出。但外卖价格战还没有立刻停火的意思。</p><p>2026年，淘宝闪购宁愿巨额亏损也要争夺即时零售第一名。美团作为即时零售市场的领先者，不想卷也要战，巨亏也要做第一。</p><p>这局怎么破？</p><p><strong>美团“重仓”即时零售</strong></p><p>美团及王兴多次公开表达反对低价内卷。从财报数据看，美团在克制烧钱，亏损在收窄。2025年，核心本地商业经营亏损预计68-70亿；Q4亏损99.41-101.41亿元，低于Q3的140.71亿，也低于<a href=\"https://laohu8.com/S/GS\">高盛</a>/中金等预期的亏损110亿-115亿元。</p><img src=\"https://inews.gtimg.com/news_bt/OR48NJH5jHo8_U0QmDRYn4ghec8rDClFg0aMcpRiJ2LeQAA/0\"/><p>2026年，除了在外卖大战里继续熬，王兴选择主动出击——新年伊始斥资50亿收购<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>。</p><p>王兴不轻易做收购。2018年香港上市至今，美团做过的收购屈指可数。外界能叫的出名号的，一个是花20亿元收购光年之外，另一个就是花50亿元收购叮咚买菜，前者落子AI，后者剑指即时零售。</p><p>把时间线拉长了看，美团收购叮咚，不是一个孤立事件。</p><p>过去几年，美团零售尝试过多种业态，包括：美团闪购、美团优选（社区团购）、小象超市、团好货等。美团优选2020年上线，营收最高时达千亿规模，是仅次于多多买菜的第二大玩家。2025年，美团优选全部关停，彻底退出社区团购市场。</p><p>烧了<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>做起来的业务，说关就关了，说明美团需要力出一孔，把资源和精力集中到更重要的事上：即时零售。</p><p>经过几年摸索，美团逐渐将零售业务聚焦在即时零售，并将美团闪购和小象超市锁定为其通往即时零售购物平台的主要路径。美团闪购是平台模式，供应商包括线下实体零售店、闪电仓、零售品牌商等；小象超市是自营（前置仓）模式。</p><p>美团从2019年开始做小象超市，截至2025年，小象超市前置仓约1000个，覆盖20个城市；据<a href=\"https://laohu8.com/S/600030\">中信证券</a>预估，2025年GMV超600亿元。</p><p>叮咚买菜是华东地区前置仓生鲜电商龙头，是有史以来生鲜电商<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>中为数不多的幸存者和持续盈利者。目前其前置仓数量超1000个，机构预估2025年GMV约265亿元。</p><p>美团拿下叮咚超市，可以获得什么呢？来看看叮咚买菜的家底：</p><p>梁昌霖带领叮咚买菜奋战8年，迄今引以为傲的是三大核心竞争力：极致的商品力、超预期的服务力和通过供应链系统打造的极致效率。</p><img src=\"https://inews.gtimg.com/news_bt/OQIObrfIwKpjcYIqHo4OU1YptHspXQ2Yt-OmGH5mCG3ooAA/0\"/><p>叮咚买菜85%以上生鲜源头直采，12家自营工厂、2家自营农场。“鲜活直达、高端食材、最快30分钟送达”是叮咚买菜塑造出的用户心智，它因此在最挑剔、购买力也最强的江浙沪市场积累了700多万月活用户。</p><p>收购叮咚买菜，不仅补齐了小象超市在生鲜品控、商品开发与中高端用户心智上的不足，更重要的是极大加快了其生鲜即时零售的发展进程，在规模上弯道超车：前置仓从1000翻倍到2000+，GMV从600<span>拉升</span>到800+，共花了2个月和50亿。</p><p>目前在前置仓生鲜电商领域，小象+叮咚是规模最大的玩家。即便是放眼整个生鲜电商领域，800亿+的GMV也算是佼佼者。</p><p>这里不妨对比一下其它同行的速度与规模：</p><p>2001年成立的<a href=\"https://laohu8.com/S/601933\">永辉超市</a>，其开业门店数在2025年Q3末达到450家；2025年预计营收在570-600 亿元，其中生鲜占比约40%，也就是约240亿元。</p><p>2015年成立的盒马，2025年门店总数逼近900家。据阿里2025财年（2024.4-2025.3）年报，盒马该财年GMV达750亿元。</p><p>2016年成立的朴朴超市，同样是“前置仓+ 30分钟即时配送”的即时零售，供应从生鲜到日用百货等生活所需，深耕华南市场，2024年营收约300亿元。</p><p>此前，在前置仓生鲜赛道，小象超市、叮咚买菜、朴朴超市三足鼎立，三家分别以华北、华东和华南为基本盘。拿下叮咚后，美团等于在竞争最激烈的华东市场筑实了地位，完成了覆盖全国的关键一步。</p><p>生鲜是即时零售中最难做的部分，美团选择了自营。同时，依托平台模式的美团闪购，2025年美团即时零售完成了场景、品类、人群、地域等全纬度的扩张。其中，美团闪电仓超5万，完成2800+县市区的覆盖；品类从快消、3C、家用电器到美妆、服饰、母婴等更丰富；供应升级，超百家品牌入驻了品牌官旗闪电仓，2025年服务用户超5亿，90后是核心用户群。</p><p>据此前券商的沟通既要和媒体报道，2025 年美团即时零售全年GMV目标是4000 亿元，其中美团闪购3500亿元，小象超市500亿元。</p><p>闪电仓是美团闪购的核心供应方式之一，2025年在美团即时零售全年GMV中约占25%。</p><p>未来3年，美团闪电仓将继续狂奔，从目前的5万翻倍至10万家，年营收预计超2000亿元。这意味着，美团即时零售冲万亿GMV指日可待。</p><p>收购叮咚，不只是美团的一次“防御性收购”，它意味着，美团打法变了，即时零售的打法也要变了。</p><p><strong>阿里投入加码，疯狂建仓</strong></p><p>据晚点报道，交易达成前，京东、阿里、美团都在叮咚买菜的潜在买家名单里。京东甚至已经完成了尽调和报价，就差最后签字。美团在最后时刻临门一脚，抢先拿下。</p><p>外卖价格战不可持续，监管部门也明确禁止非理性的恶性价格竞争。美团、阿里、京东三家竞购叮咚买菜以及纷纷加码线下的动作说明：进入2026年，即时零售的战场开始从外卖价格战转向基础设施的竞赛。</p><p>餐饮外卖可以是引流工具，前置仓生鲜也是引流工具。他们都是典型的“高频打低频”逻辑——用低价、高频的品类引流，带动平台其它品类的销售。</p><p>生鲜一直被电商视为最后的堡垒，它不仅是万亿规模的赛道，且高频、刚需，是能带动全品类消费的流量型品类。“得生鲜者得天下”，就是生鲜价值的具象化。正因此，在过去十多年里，生鲜领域的创业与投资前仆后继，热潮不断。</p><p>无论生鲜还是其它生活所需的商品，要满足消费者的即时需求，首先要在“即时”上下功夫，这取决于每个平台的配送效率以及货离消费者有多近。</p><p>美团、阿里都在以“轻、重”并行的模式加码基础设施建设：轻<span>资产</span>模式下，搭建平台，吸引线下商超、便利店以及闪电仓商家入驻；重资产模式就是做重自营前置仓。</p><p>按照阿里电商业务集团CEO蒋凡的规划，淘宝闪购（饿了么）是阿里餐饮类即时零售的主要载体，非餐饮类的即时零售分两种：近场原生模式和远近场结合。近场原生模式下，主要依托闪电仓，以及依托盒马大力发展生鲜品类的前置仓履约能力；依托天猫超市推进远近场结合。</p><p>截至2025年底，阿里闪电仓已超5万家，其中25%的供给来自阿里生态的供应链。</p><p>盒马前任CEO候毅曾公开表示前置仓是伪命题。2025年，盒马在信任CEO及集团战略的带领下，很快调转方向——重启前置仓。</p><p>2025年，盒马前置仓已经快马加鞭落地了200家，正朝着300家的目标迈进。前置仓的定位是盒马鲜生（超市大店）的卫星仓，主要覆盖盒马鲜生大店周边3公里的服务盲区。</p><p>盒马两大核心业态——盒马鲜生（超市大店）和超盒算NB（硬折扣社区店）门店也在快速扩充，从2024年底的600多家增至2025年底的900家。</p><p>天猫超也在疯狂开设前置仓，这是其2026年的关键词之一。</p><p>天猫超市是B2C远场电商，此前主营常温标品的全国次日达、半日达。</p><p>为协同淘宝闪购，天猫超市重新分配了预算，押注前置仓，现阶段要将业务升级成4小时达的即时零售。</p><p>目前，“天猫超市闪购”前置仓已在北京、上海等核心城市上线，通过“中心仓 + 闪购仓’模式实现4小时达，并逐步推向全国。</p><p>据晚点报道，阿里核心管理层在2026年初的内部会议上鼓励团队要继续大胆做闪购，三年内不担心亏损；2026年即时零售的第一优先级是建仓。</p><p>当然，这些基础设施投资也承载着阿里对即时零售的厚望：未来三年内，为平台带来1万亿的新增GMV。</p><p>据市场普遍预计，2025年淘天GMV约为8.3万亿，在中国电商市场中占比31%，仍为第一。但在<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、抖音、美团、京东等多方夹击下，淘天电商业务增速放缓，份额持续下滑难以避免。</p><p>这样的局面下，3年1万亿新增GMV，对淘天来说是志在必得的蛋糕。对于<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团来说，是值得豪赌的历史机遇，不能输的战役。这就不难理解阿里为什么宁愿亏3年也要做大淘宝闪购。</p><p><strong>第一入口之争，走向精细化</strong></p><p>从PC互联网到移动互联网再到AI时代，互联网公司始终对“入口”情有独钟，念念不忘。这也足以说明“入口”的重要性。</p><p>在14亿人口的大国，万亿规模的即时零售市场，第一入口的重要性不言而喻。</p><p>在2025年11月发布的Q3财报中，美团闪购自称是“消费者首选的即时零售平台”，可以说，这是美团对其在即时零售领域规模和用户心智第一的明确宣示。</p><p>在外卖大战之前，美团、饿了么在餐饮外卖市场的占比长期稳定在7:3左右的比例。外卖价格战中，阿里用疯狂补贴夺回了部分份额。据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的调研，截至2025年11月，美团在外卖市场的份额降至50%+，淘宝闪购升至42%。</p><p>但王兴在美团Q3财报后的电话会上提到，在15元以上客单价订单中，美团份额大约是2/3；30元以上客单价订单中，美团份额仍达七成。</p><p>美团即时零售对零售核心要素的排序是快&gt;多&gt;好&gt;省——“快”居首位；而“万能的淘宝”一直以来最显著的特征是“多”。</p><p><strong>即时零售的竞争目前主要在还在履约能力上。</strong>除了建更多仓，把货放在离消费者更近的地方，从配送系统优化升级，到配送队伍招募、骑手管理、运力线路规划等，竞争已经朝着精细化方向进展。</p><p>美团拥有740万骑手，日均活跃骑手超500万，充足的运力加上多年打磨的即时配送系统，可以实时分析骑手位置、餐厅出餐速度、交通路况、天气情况等多种变量，动态规划最优路线，确保绝大多数骑手能在预估时间内准时送达。今年7月，美团披露即时零售订单达到1.5亿，全量配送订单平均送达时间为34分钟。</p><p>2025年底，美团闪购推出“1对1急送”，目前已经覆盖全国近200城，用户平均支付3-4元，可比常规配送节省5-20分钟。</p><p>淘宝闪购目前活跃骑手200万+；除了开出更高薪资和补贴招人，阿里为了在配送速度上对标美团，扩充了运力体系，同时推出多种加速服务。</p><p>据晚点报道，淘宝闪购的蜂鸟运力体系已由过去的专送、优选、普众三类扩充至优远、蜂跑等近10条线路，稳定运力覆盖多数区域约80%订单量。“1V1配送”对标美团的“1对1急送”，平均可提速 8 – 20 分钟。</p><p>相比美团，丰富的供应链生态和巨大的流量是阿里即时零售的独特优势。2025年宣布参与外卖大战后，阿里迅速在短时间内完成排兵布阵，用淘宝闪购（原饿了么）+盒马+天猫超市协同作战，分别在外卖、生鲜和日用百货品类与美团（美团外卖+小象&amp;叮咚+美团闪购）对垒。</p><p>淘宝闪购在淘宝APP拥有一级入口，它不仅可以享受淘宝APP巨量流量倾斜，还直接嫁接了淘天20多年来积累的核心资产——中国最丰富的品牌商品库。截至2025年10月底，已有约3500个天猫品牌将线下门店接入淘宝闪购。这是从外卖投身零售的美团不具备的先天优势。</p><p>不过，美团在一些市场规模大、增长快的垂类市场的深耕也是阿里目前欠缺的，比如医药和酒水即时零售。</p><p><strong>垂类市场也将成为双方下一步竞逐的焦点。</strong></p><p>据中康 CMH的报告，医药即时零售在2024年市场规模约达300亿元，同比增长35%；美团医药健康目前市场占比约77%。2022–2024年，美团医药健康复合增长率达38%。</p><img src=\"https://inews.gtimg.com/news_bt/OfGz9VCxVxZ9uwo37_pVhJc3VTWxAnVag1W8dhIEcsxGYAA/0\"/><p>图片来源：<a href=\"https://laohu8.com/S/02361\">中康</a> CMH</p><p>相比之下，淘宝闪购（饿了么买药）规模要小的多。2024年底，饿了么买药的市场占比仅16%。</p><p>酒水即时零售同样增长空间巨大。据<a href=\"https://laohu8.com/S/002736\">国信证券</a>研报，2024年酒类即时零售市场规模360亿元，预计2030年达到600-900亿元。</p><p>美团的歪马送酒2021年6月正式上线，2025交易额突破60亿元，同比增长100%，服务近3000万用户；目前覆盖超200个城市2000多家门店。四年时间，其门店规模和年销售额在酒类即时零售中跻身TOP3。</p><img src=\"https://inews.gtimg.com/news_bt/OuKoE09Ru0zIneyG37EMFWE6OzSxBjDnzLNh-fQZWZ49QAA/0\"/><p>图源网络</p><p>在酒水即时零售市场落后的阿里在加速追赶。阿里投资的酒类新零售连锁平台—1919 承担了淘宝闪购酒饮赛道前置仓的重要布局任务。</p><p>2025年底，1919 宣布将把自身原有的约3000家各类实体店改造为中心店和补货仓，在餐饮场景中落地酒饮前置仓。2026年目标是落地10万+前置仓。</p><p>淘宝闪购在2025年底还推出了自营垂类仓—“酒诗邦”，首仓已于去年底在宁波开业。它以仓为中心，以周边5公里为半径，提供啤酒、白酒、红酒、洋酒等全品类酒水零售，蜂鸟专送，30分钟达。有分析称，这标志着淘宝即时零售领域进入垂类化运营的新阶段。</p><img src=\"https://inews.gtimg.com/news_bt/OR8AvAWKQnk1oj0iUD2PzxG6wNzmptOMmr4Wokr0Q_2mIAA/0\"/><p>看到这些你可能已经发现了，巨头们排兵布阵、重构零售基础设施的场景似曾相似。从前些年的O2O、新零售到今天的即时零售，概念在变，零售的本质从来没变过：在合适的时间、合适的地点，以合适的价格，把合适的商品，卖给合适的人。</p><p>今天的即时零售还处在PK谁更快的阶段，但很快会进入其它方面的竞争；因为消费者对零售“多快好省”的需求是永恒的。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里猛攻，美团巨亏：2026外卖大战怎么打？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里猛攻，美团巨亏：2026外卖大战怎么打？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-14 13:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214135509a6fa56c8&s=b><strong>好看商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>即时零售的战场从价格战转向基础设施竞赛，竞争也变得精细化。作者｜周一围编辑｜安心美团或迎上市以来最大亏损。2月13日，美团公告称2025年预计录得约233亿元—243亿元的巨额亏损。这主要是由于其核心本地商业业务由盈转亏以及加大海外投入所致。这与2024年录得约358.08亿元溢利‌形成鲜明对比，等于在利润端出现近600亿元的剧烈反转。美团上一次巨亏是在2021年，当时美团豪赌社区团购等新业务，年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214135509a6fa56c8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0456827905.SGD":"JPMorgan Funds - China A (acc) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214135509a6fa56c8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2611838115","content_text":"即时零售的战场从价格战转向基础设施竞赛，竞争也变得精细化。作者｜周一围编辑｜安心美团或迎上市以来最大亏损。2月13日，美团公告称2025年预计录得约233亿元—243亿元的巨额亏损。这主要是由于其核心本地商业业务由盈转亏以及加大海外投入所致。这与2024年录得约358.08亿元溢利‌形成鲜明对比，等于在利润端出现近600亿元的剧烈反转。美团上一次巨亏是在2021年，当时美团豪赌社区团购等新业务，年亏235.36亿元。外卖大战另一边的阿里则不断加码。近期阿里核心管理层在内部会议上称：继续加大投入淘宝闪购，三年不惧亏损。这不是阿里第一次放话。1月初在在面向投资者的交流会上，阿里已经明确提出：2026年加大投入，直至即时零售市场绝对第一。美团与阿里，分别从生活服务电商和实物电商走进了即时零售的战场。王兴认为，零售的终局是“万物到家”，所以早在2021年，他就将美团的战略从“Food+Platform”升级为“零售+科技”。除了餐饮外卖，近年来美团在实物零售领域不断攻城略地。美团来袭，阿里、京东不会视而不见。去年开打的外卖大战，就是京东、阿里攻入美团腹地，反击美团、防御自家城池的举措。三方看起来把战场开在了外卖领域，背后真实的意图是争夺即时零售版图。相比阿里、京东的远场电商，即时零售是本地供给、即时履约，满足即时需求；这是一个新赛道，规模和增速可观。其次，即时零售目前是美团零售的主战场。阿里、京东一方面想吃到即时零售的增量蛋糕，另一方面，想遏制美团对其远场电商的蚕食。于是就有了三方参与的外卖价格战。为此，阿里、京东、美团在2025年Q2、Q3两季共烧掉1000多亿元。京东是外卖大战的发起者，在烧掉几百亿之后，也最早偃旗息鼓。阿里后来居上，越战越勇，补贴最为财大气粗。美团被动参战，代价惨重。可以说，外卖大战至今，每一家都是杀敌一千，自损八百，无人真正胜出。但外卖价格战还没有立刻停火的意思。2026年，淘宝闪购宁愿巨额亏损也要争夺即时零售第一名。美团作为即时零售市场的领先者，不想卷也要战，巨亏也要做第一。这局怎么破？美团“重仓”即时零售美团及王兴多次公开表达反对低价内卷。从财报数据看，美团在克制烧钱，亏损在收窄。2025年，核心本地商业经营亏损预计68-70亿；Q4亏损99.41-101.41亿元，低于Q3的140.71亿，也低于高盛/中金等预期的亏损110亿-115亿元。2026年，除了在外卖大战里继续熬，王兴选择主动出击——新年伊始斥资50亿收购叮咚买菜。王兴不轻易做收购。2018年香港上市至今，美团做过的收购屈指可数。外界能叫的出名号的，一个是花20亿元收购光年之外，另一个就是花50亿元收购叮咚买菜，前者落子AI，后者剑指即时零售。把时间线拉长了看，美团收购叮咚，不是一个孤立事件。过去几年，美团零售尝试过多种业态，包括：美团闪购、美团优选（社区团购）、小象超市、团好货等。美团优选2020年上线，营收最高时达千亿规模，是仅次于多多买菜的第二大玩家。2025年，美团优选全部关停，彻底退出社区团购市场。烧了数百亿做起来的业务，说关就关了，说明美团需要力出一孔，把资源和精力集中到更重要的事上：即时零售。经过几年摸索，美团逐渐将零售业务聚焦在即时零售，并将美团闪购和小象超市锁定为其通往即时零售购物平台的主要路径。美团闪购是平台模式，供应商包括线下实体零售店、闪电仓、零售品牌商等；小象超市是自营（前置仓）模式。美团从2019年开始做小象超市，截至2025年，小象超市前置仓约1000个，覆盖20个城市；据中信证券预估，2025年GMV超600亿元。叮咚买菜是华东地区前置仓生鲜电商龙头，是有史以来生鲜电商创业公司中为数不多的幸存者和持续盈利者。目前其前置仓数量超1000个，机构预估2025年GMV约265亿元。美团拿下叮咚超市，可以获得什么呢？来看看叮咚买菜的家底：梁昌霖带领叮咚买菜奋战8年，迄今引以为傲的是三大核心竞争力：极致的商品力、超预期的服务力和通过供应链系统打造的极致效率。叮咚买菜85%以上生鲜源头直采，12家自营工厂、2家自营农场。“鲜活直达、高端食材、最快30分钟送达”是叮咚买菜塑造出的用户心智，它因此在最挑剔、购买力也最强的江浙沪市场积累了700多万月活用户。收购叮咚买菜，不仅补齐了小象超市在生鲜品控、商品开发与中高端用户心智上的不足，更重要的是极大加快了其生鲜即时零售的发展进程，在规模上弯道超车：前置仓从1000翻倍到2000+，GMV从600拉升到800+，共花了2个月和50亿。目前在前置仓生鲜电商领域，小象+叮咚是规模最大的玩家。即便是放眼整个生鲜电商领域，800亿+的GMV也算是佼佼者。这里不妨对比一下其它同行的速度与规模：2001年成立的永辉超市，其开业门店数在2025年Q3末达到450家；2025年预计营收在570-600 亿元，其中生鲜占比约40%，也就是约240亿元。2015年成立的盒马，2025年门店总数逼近900家。据阿里2025财年（2024.4-2025.3）年报，盒马该财年GMV达750亿元。2016年成立的朴朴超市，同样是“前置仓+ 30分钟即时配送”的即时零售，供应从生鲜到日用百货等生活所需，深耕华南市场，2024年营收约300亿元。此前，在前置仓生鲜赛道，小象超市、叮咚买菜、朴朴超市三足鼎立，三家分别以华北、华东和华南为基本盘。拿下叮咚后，美团等于在竞争最激烈的华东市场筑实了地位，完成了覆盖全国的关键一步。生鲜是即时零售中最难做的部分，美团选择了自营。同时，依托平台模式的美团闪购，2025年美团即时零售完成了场景、品类、人群、地域等全纬度的扩张。其中，美团闪电仓超5万，完成2800+县市区的覆盖；品类从快消、3C、家用电器到美妆、服饰、母婴等更丰富；供应升级，超百家品牌入驻了品牌官旗闪电仓，2025年服务用户超5亿，90后是核心用户群。据此前券商的沟通既要和媒体报道，2025 年美团即时零售全年GMV目标是4000 亿元，其中美团闪购3500亿元，小象超市500亿元。闪电仓是美团闪购的核心供应方式之一，2025年在美团即时零售全年GMV中约占25%。未来3年，美团闪电仓将继续狂奔，从目前的5万翻倍至10万家，年营收预计超2000亿元。这意味着，美团即时零售冲万亿GMV指日可待。收购叮咚，不只是美团的一次“防御性收购”，它意味着，美团打法变了，即时零售的打法也要变了。阿里投入加码，疯狂建仓据晚点报道，交易达成前，京东、阿里、美团都在叮咚买菜的潜在买家名单里。京东甚至已经完成了尽调和报价，就差最后签字。美团在最后时刻临门一脚，抢先拿下。外卖价格战不可持续，监管部门也明确禁止非理性的恶性价格竞争。美团、阿里、京东三家竞购叮咚买菜以及纷纷加码线下的动作说明：进入2026年，即时零售的战场开始从外卖价格战转向基础设施的竞赛。餐饮外卖可以是引流工具，前置仓生鲜也是引流工具。他们都是典型的“高频打低频”逻辑——用低价、高频的品类引流，带动平台其它品类的销售。生鲜一直被电商视为最后的堡垒，它不仅是万亿规模的赛道，且高频、刚需，是能带动全品类消费的流量型品类。“得生鲜者得天下”，就是生鲜价值的具象化。正因此，在过去十多年里，生鲜领域的创业与投资前仆后继，热潮不断。无论生鲜还是其它生活所需的商品，要满足消费者的即时需求，首先要在“即时”上下功夫，这取决于每个平台的配送效率以及货离消费者有多近。美团、阿里都在以“轻、重”并行的模式加码基础设施建设：轻资产模式下，搭建平台，吸引线下商超、便利店以及闪电仓商家入驻；重资产模式就是做重自营前置仓。按照阿里电商业务集团CEO蒋凡的规划，淘宝闪购（饿了么）是阿里餐饮类即时零售的主要载体，非餐饮类的即时零售分两种：近场原生模式和远近场结合。近场原生模式下，主要依托闪电仓，以及依托盒马大力发展生鲜品类的前置仓履约能力；依托天猫超市推进远近场结合。截至2025年底，阿里闪电仓已超5万家，其中25%的供给来自阿里生态的供应链。盒马前任CEO候毅曾公开表示前置仓是伪命题。2025年，盒马在信任CEO及集团战略的带领下，很快调转方向——重启前置仓。2025年，盒马前置仓已经快马加鞭落地了200家，正朝着300家的目标迈进。前置仓的定位是盒马鲜生（超市大店）的卫星仓，主要覆盖盒马鲜生大店周边3公里的服务盲区。盒马两大核心业态——盒马鲜生（超市大店）和超盒算NB（硬折扣社区店）门店也在快速扩充，从2024年底的600多家增至2025年底的900家。天猫超也在疯狂开设前置仓，这是其2026年的关键词之一。天猫超市是B2C远场电商，此前主营常温标品的全国次日达、半日达。为协同淘宝闪购，天猫超市重新分配了预算，押注前置仓，现阶段要将业务升级成4小时达的即时零售。目前，“天猫超市闪购”前置仓已在北京、上海等核心城市上线，通过“中心仓 + 闪购仓’模式实现4小时达，并逐步推向全国。据晚点报道，阿里核心管理层在2026年初的内部会议上鼓励团队要继续大胆做闪购，三年内不担心亏损；2026年即时零售的第一优先级是建仓。当然，这些基础设施投资也承载着阿里对即时零售的厚望：未来三年内，为平台带来1万亿的新增GMV。据市场普遍预计，2025年淘天GMV约为8.3万亿，在中国电商市场中占比31%，仍为第一。但在拼多多、抖音、美团、京东等多方夹击下，淘天电商业务增速放缓，份额持续下滑难以避免。这样的局面下，3年1万亿新增GMV，对淘天来说是志在必得的蛋糕。对于阿里巴巴集团来说，是值得豪赌的历史机遇，不能输的战役。这就不难理解阿里为什么宁愿亏3年也要做大淘宝闪购。第一入口之争，走向精细化从PC互联网到移动互联网再到AI时代，互联网公司始终对“入口”情有独钟，念念不忘。这也足以说明“入口”的重要性。在14亿人口的大国，万亿规模的即时零售市场，第一入口的重要性不言而喻。在2025年11月发布的Q3财报中，美团闪购自称是“消费者首选的即时零售平台”，可以说，这是美团对其在即时零售领域规模和用户心智第一的明确宣示。在外卖大战之前，美团、饿了么在餐饮外卖市场的占比长期稳定在7:3左右的比例。外卖价格战中，阿里用疯狂补贴夺回了部分份额。据摩根大通的调研，截至2025年11月，美团在外卖市场的份额降至50%+，淘宝闪购升至42%。但王兴在美团Q3财报后的电话会上提到，在15元以上客单价订单中，美团份额大约是2/3；30元以上客单价订单中，美团份额仍达七成。美团即时零售对零售核心要素的排序是快>多>好>省——“快”居首位；而“万能的淘宝”一直以来最显著的特征是“多”。即时零售的竞争目前主要在还在履约能力上。除了建更多仓，把货放在离消费者更近的地方，从配送系统优化升级，到配送队伍招募、骑手管理、运力线路规划等，竞争已经朝着精细化方向进展。美团拥有740万骑手，日均活跃骑手超500万，充足的运力加上多年打磨的即时配送系统，可以实时分析骑手位置、餐厅出餐速度、交通路况、天气情况等多种变量，动态规划最优路线，确保绝大多数骑手能在预估时间内准时送达。今年7月，美团披露即时零售订单达到1.5亿，全量配送订单平均送达时间为34分钟。2025年底，美团闪购推出“1对1急送”，目前已经覆盖全国近200城，用户平均支付3-4元，可比常规配送节省5-20分钟。淘宝闪购目前活跃骑手200万+；除了开出更高薪资和补贴招人，阿里为了在配送速度上对标美团，扩充了运力体系，同时推出多种加速服务。据晚点报道，淘宝闪购的蜂鸟运力体系已由过去的专送、优选、普众三类扩充至优远、蜂跑等近10条线路，稳定运力覆盖多数区域约80%订单量。“1V1配送”对标美团的“1对1急送”，平均可提速 8 – 20 分钟。相比美团，丰富的供应链生态和巨大的流量是阿里即时零售的独特优势。2025年宣布参与外卖大战后，阿里迅速在短时间内完成排兵布阵，用淘宝闪购（原饿了么）+盒马+天猫超市协同作战，分别在外卖、生鲜和日用百货品类与美团（美团外卖+小象&叮咚+美团闪购）对垒。淘宝闪购在淘宝APP拥有一级入口，它不仅可以享受淘宝APP巨量流量倾斜，还直接嫁接了淘天20多年来积累的核心资产——中国最丰富的品牌商品库。截至2025年10月底，已有约3500个天猫品牌将线下门店接入淘宝闪购。这是从外卖投身零售的美团不具备的先天优势。不过，美团在一些市场规模大、增长快的垂类市场的深耕也是阿里目前欠缺的，比如医药和酒水即时零售。垂类市场也将成为双方下一步竞逐的焦点。据中康 CMH的报告，医药即时零售在2024年市场规模约达300亿元，同比增长35%；美团医药健康目前市场占比约77%。2022–2024年，美团医药健康复合增长率达38%。图片来源：中康 CMH相比之下，淘宝闪购（饿了么买药）规模要小的多。2024年底，饿了么买药的市场占比仅16%。酒水即时零售同样增长空间巨大。据国信证券研报，2024年酒类即时零售市场规模360亿元，预计2030年达到600-900亿元。美团的歪马送酒2021年6月正式上线，2025交易额突破60亿元，同比增长100%，服务近3000万用户；目前覆盖超200个城市2000多家门店。四年时间，其门店规模和年销售额在酒类即时零售中跻身TOP3。图源网络在酒水即时零售市场落后的阿里在加速追赶。阿里投资的酒类新零售连锁平台—1919 承担了淘宝闪购酒饮赛道前置仓的重要布局任务。2025年底，1919 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[握手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421891929088520","repostId":"1153853935","repostType":2,"repost":{"id":"1153853935","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":1744023935,"share":"https://www.laohu8.com/m/news/1153853935?lang=zh_CN&edition=full","pubTime":"2025-04-07 19:05","market":"us","language":"zh","title":"富时中国A50指数期货夜盘涨幅扩大至逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153853935","media":"老虎资讯综合","summary":"4月7日，富时中国A50指数期货夜盘短线拉升，涨幅扩大至逾1%。","content":"<html><head></head><body><p>4月7日，富时中国A50指数期货夜盘涨幅扩大至逾2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15db051dee9313d2e307b7864781e711\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>富时中国A50指数期货夜盘涨幅扩大至逾2%</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; 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tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153853935","content_text":"4月7日，富时中国A50指数期货夜盘涨幅扩大至逾2%。","news_type":1,"symbols_score_info":{"CNmain":1.1}},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420852277604472,"gmtCreate":1743778394018,"gmtModify":1743778395382,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201682707845380","authorIdStr":"4201682707845380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a> 狠狠的做空，长痛不如短痛，一步到位3000点！大盘千股跌停！","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a> 狠狠的做空，长痛不如短痛，一步到位3000点！大盘千股跌停！","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 狠狠的做空，长痛不如短痛，一步到位3000点！大盘千股跌停！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420852277604472","isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420826675479040,"gmtCreate":1743771527861,"gmtModify":1743771529596,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201682707845380","authorIdStr":"4201682707845380"},"themes":[],"title":"","htmlText":"狠狠的揍，做空赚钱！","listText":"狠狠的揍，做空赚钱！","text":"狠狠的揍，做空赚钱！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420826675479040","repostId":"1145281447","repostType":2,"repost":{"id":"1145281447","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":1743768381,"share":"https://www.laohu8.com/m/news/1145281447?lang=zh_CN&edition=full","pubTime":"2025-04-04 20:06","market":"us","language":"zh","title":"杜邦盘前跌近8%，杜邦中国集团因涉嫌违反反垄断法被市监总局立案调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1145281447","media":"老虎资讯综合","summary":"4月4日，杜邦盘前跌近8%，因杜邦中国集团有限公司涉嫌违反《中华人民共和国反垄断法》，市场监管总局依法对杜邦中国集团有限公司开展立案调查。 ","content":"<html><head></head><body><p>4月4日，杜邦盘前跌近8%，因杜邦中国集团有限公司涉嫌违反《中华人民共和国反垄断法》，市场监管总局依法对杜邦中国集团有限公司开展立案调查。</p><p> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e1d7412673b0e7a94515b4008775bfb\" tg-width=\"920\" tg-height=\"535\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cb2dcbcaf67c68953d93064e1fe27cb\" tg-width=\"1344\" tg-height=\"764\"/></p><p></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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20:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月4日，杜邦盘前跌近8%，因杜邦中国集团有限公司涉嫌违反《中华人民共和国反垄断法》，市场监管总局依法对杜邦中国集团有限公司开展立案调查。</p><p> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e1d7412673b0e7a94515b4008775bfb\" tg-width=\"920\" tg-height=\"535\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cb2dcbcaf67c68953d93064e1fe27cb\" tg-width=\"1344\" tg-height=\"764\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"DD":"杜邦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145281447","content_text":"4月4日，杜邦盘前跌近8%，因杜邦中国集团有限公司涉嫌违反《中华人民共和国反垄断法》，市场监管总局依法对杜邦中国集团有限公司开展立案调查。","news_type":1,"symbols_score_info":{"DD":1.1}},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412660881375624,"gmtCreate":1741786036238,"gmtModify":1741786153882,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201682707845380","authorIdStr":"4201682707845380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$&nbsp;</a> 车用雷达确实是牛逼的大单品，以后趋势是一车一雷达，手机可以支撑小米估值，雷达呢？","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$&nbsp;</a> 车用雷达确实是牛逼的大单品，以后趋势是一车一雷达，手机可以支撑小米估值，雷达呢？","text":"$禾赛(HSAI)$ 车用雷达确实是牛逼的大单品，以后趋势是一车一雷达，手机可以支撑小米估值，雷达呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412660881375624","isVote":1,"tweetType":1,"viewCount":1904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409998798758024,"gmtCreate":1741107502341,"gmtModify":1741107999006,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201682707845380","authorIdStr":"4201682707845380"},"themes":[],"title":"","htmlText":"[贱笑]&nbsp;支持美国继续跟泽连斯基吵架","listText":"[贱笑]&nbsp;支持美国继续跟泽连斯基吵架","text":"[贱笑] 支持美国继续跟泽连斯基吵架","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409998798758024","repostId":"1150369372","repostType":4,"repost":{"id":"1150369372","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":1741101776,"share":"https://www.laohu8.com/m/news/1150369372?lang=zh_CN&edition=full","pubTime":"2025-03-04 23:22","market":"us","language":"zh","title":"美股持续下行，纳指跌超2%，将陷入技术性回调区间","url":"https://stock-news.laohu8.com/highlight/detail?id=1150369372","media":"老虎资讯综合","summary":"较历史最高收盘位下跌超10%。","content":"<html><head></head><body><p>3月4日周二，美股持续下行，截至发稿纳指跌超2%，较历史最高收盘位下跌约10.58%，若收盘保持超过10%的累计跌幅，将陷入技术性回调区间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dc2dfe8c6aeee17c6bfd9b43eb984d4\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4675fff98b4ac2f32a2c76e0b035f6b\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60d30109b9980543c5ec9177a910b63d\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>美股持续下行，纳指跌超2%，将陷入技术性回调区间</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股持续下行，纳指跌超2%，将陷入技术性回调区间\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\">2025-03-04 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月4日周二，美股持续下行，截至发稿纳指跌超2%，较历史最高收盘位下跌约10.58%，若收盘保持超过10%的累计跌幅，将陷入技术性回调区间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dc2dfe8c6aeee17c6bfd9b43eb984d4\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4675fff98b4ac2f32a2c76e0b035f6b\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60d30109b9980543c5ec9177a910b63d\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ec3d0dd1f01bca738ed37472f7e72a","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150369372","content_text":"3月4日周二，美股持续下行，截至发稿纳指跌超2%，较历史最高收盘位下跌约10.58%，若收盘保持超过10%的累计跌幅，将陷入技术性回调区间。","news_type":1,"symbols_score_info":{".IXIC":1.1,".DJI":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407146539438712,"gmtCreate":1740419397288,"gmtModify":1740419398789,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201682707845380","authorIdStr":"4201682707845380"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407146539438712","repostId":"2513726965","repostType":2,"repost":{"id":"2513726965","kind":"news","pubTimestamp":1740408515,"share":"https://www.laohu8.com/m/news/2513726965?lang=zh_CN&edition=full","pubTime":"2025-02-24 22:48","market":"hk","language":"zh","title":"调研中国人形机器人产业链后，大摩：技术路线尚未统一，产业链加速降本","url":"https://stock-news.laohu8.com/highlight/detail?id=2513726965","media":"华尔街见闻","summary":"大摩指出，中国的人形机器人产业正呈现出加速发展的态势，多数中国制造商计划在2025年实现数百到数千台的量产，随着中国通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本，乐聚成本目标是2025年底进一步降至20万。","content":"<html><head></head><body><blockquote><p>大摩指出，中国的人形机器人产业正呈现出加速发展的态势，多数中国制造商计划在2025年实现数百到数千台的量产，随着中国通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本，乐聚成本目标是2025年底进一步降至20万。</p></blockquote><p style=\"text-align: justify;\">宇树科技机器人一夜爆火，特斯拉的Optimus赚足眼球，当前A股市场机器人概念股大幅拉升，全球科技巨头纷纷押注人形机器人。</p><p style=\"text-align: justify;\">目前中国人形机器人产业处于怎样的发展阶段？摩根士丹利在2月17日至21日期间，对中国自动化和人形机器人产业链进行了深入调研，走访了包括螺丝、减速器、电机、传感器等在内的多家企业，发布了一份中国工业人形机器人行业的深度调研报告。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26abb302544fd40aea03b22c8ccf6eb\" tg-width=\"1644\" tg-height=\"798\"/></p><p style=\"text-align: justify;\">大摩报告指出，尽管在和运动控制方面进展迅速，但要实现人形机器人的实际应用仍需算法和硬件的持续改进，<strong>但中国的人形机器人产业正呈现出加速发展的态势。</strong></p><blockquote><p style=\"text-align: justify;\"><strong>一个关键的发现是，多数中国制造商计划在2025年实现数百到数千台人形机器人的量产。</strong></p><p style=\"text-align: justify;\">领先的国内玩家如Agibot正在扩大订单规模以满足其2025年的激进生产目标。乐聚预计2025年销售量将达到500-1000台，MagicBot目标在2025年销售400台，到2027年扩大到15000台。</p></blockquote><p style=\"text-align: justify;\">报告指出，除了“大脑”（即芯片）部分仍依赖于国外高端AI芯片外，几乎所有的人形机器人身体部件都可以在中国国内生产。<strong>国内零部件已被国内人形机器人公司广泛使用，甚至有部分企业正积极寻求进入特斯拉等国际巨头的供应链。</strong></p><blockquote><p style=\"text-align: justify;\">尽管特斯拉对硬件的要求高于国内生产商，但排名靠前的中国类人机器人组件制造商都在努力直接与特斯拉合作或通过一级执行器组装商三花和拓普，旨在渗透特斯拉供应链。</p><p style=\"text-align: justify;\">尽管有许多组件供应商声称他们已经开发并将产品发送给集成商（包括特斯拉）进行测试，但产能建设（设备和经验丰富的技术人员/工人）、产能提升（精密加工、产品一致性）在最初几年都非常具有挑战性，影响效率、产量和成本。</p></blockquote><p style=\"text-align: justify;\">此外，大摩还强调，中国的人形机器人产业链企业普遍将“降本”视为关键，而可扩展性、自动化水平和产量提升是降低成本的关键。</p><blockquote><p style=\"text-align: justify;\">通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本。</p><p style=\"text-align: justify;\"><strong>中国玩家（类人机器人集成商和组件供应商）旨在显著降低成本： 乐聚的当前成本已从2024年的70万人民币降至40万，目标是到2025年底进一步降至20万；开普勒指导每台售价为3万美元（约21.8万人民币）。</strong></p><p style=\"text-align: justify;\">随着产量规模的扩大，组件价格也有望显著下降，行星滚珠丝杠和六轴力/扭矩传感器在长期内可能降至每台1000人民币以下；谐波减速器的价格将从目前的每台超过1000人民币降至几百人民币。</p></blockquote></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>调研中国人形机器人产业链后，大摩：技术路线尚未统一，产业链加速降本</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调研中国人形机器人产业链后，大摩：技术路线尚未统一，产业链加速降本\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-24 22:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3741759><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大摩指出，中国的人形机器人产业正呈现出加速发展的态势，多数中国制造商计划在2025年实现数百到数千台的量产，随着中国通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本，乐聚成本目标是2025年底进一步降至20万。宇树科技机器人一夜爆火，特斯拉的Optimus赚足眼球，当前A股市场机器人概念股大幅拉升，全球科技巨头纷纷押注人形机器人。目前中国人形机器人产业处于怎样的发展阶段？...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3741759\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6644ea176a217b9b48c9eb44a151fe5","relate_stocks":{"LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4504":"桥水持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4588":"碎股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) 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(irc)"},"source_url":"https://wallstreetcn.com/articles/3741759","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513726965","content_text":"大摩指出，中国的人形机器人产业正呈现出加速发展的态势，多数中国制造商计划在2025年实现数百到数千台的量产，随着中国通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本，乐聚成本目标是2025年底进一步降至20万。宇树科技机器人一夜爆火，特斯拉的Optimus赚足眼球，当前A股市场机器人概念股大幅拉升，全球科技巨头纷纷押注人形机器人。目前中国人形机器人产业处于怎样的发展阶段？摩根士丹利在2月17日至21日期间，对中国自动化和人形机器人产业链进行了深入调研，走访了包括螺丝、减速器、电机、传感器等在内的多家企业，发布了一份中国工业人形机器人行业的深度调研报告。大摩报告指出，尽管在和运动控制方面进展迅速，但要实现人形机器人的实际应用仍需算法和硬件的持续改进，但中国的人形机器人产业正呈现出加速发展的态势。一个关键的发现是，多数中国制造商计划在2025年实现数百到数千台人形机器人的量产。领先的国内玩家如Agibot正在扩大订单规模以满足其2025年的激进生产目标。乐聚预计2025年销售量将达到500-1000台，MagicBot目标在2025年销售400台，到2027年扩大到15000台。报告指出，除了“大脑”（即芯片）部分仍依赖于国外高端AI芯片外，几乎所有的人形机器人身体部件都可以在中国国内生产。国内零部件已被国内人形机器人公司广泛使用，甚至有部分企业正积极寻求进入特斯拉等国际巨头的供应链。尽管特斯拉对硬件的要求高于国内生产商，但排名靠前的中国类人机器人组件制造商都在努力直接与特斯拉合作或通过一级执行器组装商三花和拓普，旨在渗透特斯拉供应链。尽管有许多组件供应商声称他们已经开发并将产品发送给集成商（包括特斯拉）进行测试，但产能建设（设备和经验丰富的技术人员/工人）、产能提升（精密加工、产品一致性）在最初几年都非常具有挑战性，影响效率、产量和成本。此外，大摩还强调，中国的人形机器人产业链企业普遍将“降本”视为关键，而可扩展性、自动化水平和产量提升是降低成本的关键。通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本。中国玩家（类人机器人集成商和组件供应商）旨在显著降低成本： 乐聚的当前成本已从2024年的70万人民币降至40万，目标是到2025年底进一步降至20万；开普勒指导每台售价为3万美元（约21.8万人民币）。随着产量规模的扩大，组件价格也有望显著下降，行星滚珠丝杠和六轴力/扭矩传感器在长期内可能降至每台1000人民币以下；谐波减速器的价格将从目前的每台超过1000人民币降至几百人民币。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405566205280736,"gmtCreate":1740042071009,"gmtModify":1740042073237,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201682707845380","authorIdStr":"4201682707845380"},"themes":[],"title":"","htmlText":"港股达到一个箱体顶了，需要一段时间横盘消化再进行","listText":"港股达到一个箱体顶了，需要一段时间横盘消化再进行","text":"港股达到一个箱体顶了，需要一段时间横盘消化再进行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405566205280736","repostId":"1136545043","repostType":2,"repost":{"id":"1136545043","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":1740041526,"share":"https://www.laohu8.com/m/news/1136545043?lang=zh_CN&edition=full","pubTime":"2025-02-20 16:52","market":"hk","language":"zh","title":"市场综述 | 港股回调，科指跌超3%，美团跌超6%；A股午后一度转涨；金价再创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1136545043","media":"老虎资讯综合","summary":"2025年2月20日，港股市场收盘普跌。恒生指数下跌1.60%，国企指数下跌1.66%，恒生科技指数下跌3.04%，红筹指数下跌0.61%。板块方面，科网股表现萎靡，$腾讯控股$跌2.21%，$阿里巴巴-W$跌2.58%，$快手-W$跌7.64%，$百度集团-SW$跌3.23%，$美团-W$跌6.44%。$美团-W$下跌6.44%，受科网股整体下挫影响。$快手-W$下跌7.64%，盘中出现大幅下跌，分析认为大涨后的获利回吐和外资大户资金出逃是主要原因。$联想集团$下跌6.36%，尽管第三财季业绩表现强劲，但市场反应较为负面。","content":"<html><head></head><body><p><strong>港股</strong></p><p>本周四（2月20日）港股市场收盘普跌。恒生指数下跌1.60%，国企指数下跌1.66%，恒生科技指数下跌3.04%，红筹指数下跌0.61%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c98913117ced8361c6841620032f921\" title=\"\" tg-width=\"1224\" tg-height=\"688\"/></p><p>科网股表现萎靡，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌2.21%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>跌2.58%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌7.64%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌3.23%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌6.44%。</p><p>芯片股全天走弱， <a href=\"https://laohu8.com/S/02878\">晶门半导体</a> 跌超4%， <a href=\"https://laohu8.com/S/01347\">华虹半导体</a> 跌超3%， <a href=\"https://laohu8.com/S/00981\">中芯国际</a> 跌超2%。</p><p>医药股逆势走强， <a href=\"https://laohu8.com/S/06127\">昭衍新药</a> 涨超22%， <a href=\"https://laohu8.com/S/02126\">药明巨诺-B</a> 涨近15%， <a href=\"https://laohu8.com/S/03347\">泰格医药</a> 涨近13%。</p><p>个股方面， <a href=\"https://laohu8.com/S/01672\">歌礼制药-B</a> 涨超34%，公司公布GLP-1R减重药物Ib期积极进展，业内关注给药方式及周期。</p><p><a href=\"https://laohu8.com/S/00992\">联想集团</a> 绩后下跌6.36%，尽管第三财季业绩表现强劲，但市场反应较为负面，部分资金获利离场。</p><p><a href=\"https://laohu8.com/S/00425.HK\">敏实集团 </a>涨31.03%，机构称公司关税风险敞口可控，中期维度看利润规模有望随之增长。</p><p><strong>A股</strong></p><p>本周四，A股三大指数低开高走，上证指数午后一度转涨，截至收盘，上证指数微跌0.02%，深证成指涨0.20%，创业板指0.06%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50f56869b75bdafdc3cc3a838e5a7a7d\" title=\"\" tg-width=\"1224\" tg-height=\"560\"/></p><p>盘面上，AI眼镜概念大涨， <a href=\"https://laohu8.com/S/300622\">博士眼镜</a> 、 <a href=\"https://laohu8.com/S/300868\">杰美特</a> 、 <a href=\"https://laohu8.com/S/300256\">星星科技</a> 、 <a href=\"https://laohu8.com/S/002273\">水晶光电</a> 等十余股涨停。</p><p>医疗保健板块走强， <a href=\"https://laohu8.com/S/300246\">宝莱特</a> 、 <a href=\"https://laohu8.com/S/603127\">昭衍新药</a> 、 <a href=\"https://laohu8.com/S/000516\">国际医学</a> 等股涨停。机器人概念再度活跃， <a href=\"https://laohu8.com/S/002527\">新时达</a> 四连板。</p><p>猪肉股走低， <a href=\"https://laohu8.com/S/000876\">新希望</a> 跌近4%。有机硅概念、人脑工程、消费电子概念、等板块也涨幅居前，船舶、保险、基建、酿酒等板块跌幅居前。</p><p>全市场超3300只个股上涨，成交金额约1.7万亿元。</p><p><strong>美股</strong></p><p>美股三大股指期货普跌，截止发稿标普500指数期货跌0.24%，纳指期货跌0.31%，道指期货跌0.18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd3489fbbd35613d447f59425d90a30\" title=\"\" tg-width=\"1224\" tg-height=\"475\"/></p><p><strong>欧股</strong></p><p>欧洲主要股指开盘涨跌不一，截至发稿德国DAX30指数涨0.21%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.37%，法国CAC40指数涨0.39%，欧洲斯托克50指数涨0.35%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1b9d9adf1aa75c3c6ef9e0ed3ef9ace\" title=\"\" tg-width=\"922\" tg-height=\"495\"/></p><p><strong>原油</strong></p><p>原油价格从上一交易日因担心俄罗斯供应中断而上涨的势头中回落，且关税担忧打压了市场信心。截至发稿 <a href=\"https://laohu8.com/FUT/CLmain\">WTI原油主连 2501</a> 报71.85美元，跌幅0.35%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be4cb81cd731b4399181fb645dd7adb3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>黄金</strong></p><p>美国总统特朗普对进口商品加征关税的最新威胁，继续支撑对避险资产黄金的需求，金价再创新高。截至发稿 <a href=\"https://laohu8.com/FUT/GCmain\">黄金主连 2412</a> 报2970.9美元，涨幅1.19%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58e477ea551e75a1e28e5d0ab1bde452\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>市场综述 | 港股回调，科指跌超3%，美团跌超6%；A股午后一度转涨；金价再创历史新高</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; 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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市场综述 | 港股回调，科指跌超3%，美团跌超6%；A股午后一度转涨；金价再创历史新高\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\">2025-02-20 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>港股</strong></p><p>本周四（2月20日）港股市场收盘普跌。恒生指数下跌1.60%，国企指数下跌1.66%，恒生科技指数下跌3.04%，红筹指数下跌0.61%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c98913117ced8361c6841620032f921\" title=\"\" tg-width=\"1224\" tg-height=\"688\"/></p><p>科网股表现萎靡，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌2.21%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>跌2.58%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌7.64%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌3.23%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌6.44%。</p><p>芯片股全天走弱， <a href=\"https://laohu8.com/S/02878\">晶门半导体</a> 跌超4%， <a href=\"https://laohu8.com/S/01347\">华虹半导体</a> 跌超3%， <a href=\"https://laohu8.com/S/00981\">中芯国际</a> 跌超2%。</p><p>医药股逆势走强， <a href=\"https://laohu8.com/S/06127\">昭衍新药</a> 涨超22%， <a href=\"https://laohu8.com/S/02126\">药明巨诺-B</a> 涨近15%， <a href=\"https://laohu8.com/S/03347\">泰格医药</a> 涨近13%。</p><p>个股方面， <a href=\"https://laohu8.com/S/01672\">歌礼制药-B</a> 涨超34%，公司公布GLP-1R减重药物Ib期积极进展，业内关注给药方式及周期。</p><p><a href=\"https://laohu8.com/S/00992\">联想集团</a> 绩后下跌6.36%，尽管第三财季业绩表现强劲，但市场反应较为负面，部分资金获利离场。</p><p><a href=\"https://laohu8.com/S/00425.HK\">敏实集团 </a>涨31.03%，机构称公司关税风险敞口可控，中期维度看利润规模有望随之增长。</p><p><strong>A股</strong></p><p>本周四，A股三大指数低开高走，上证指数午后一度转涨，截至收盘，上证指数微跌0.02%，深证成指涨0.20%，创业板指0.06%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50f56869b75bdafdc3cc3a838e5a7a7d\" title=\"\" tg-width=\"1224\" tg-height=\"560\"/></p><p>盘面上，AI眼镜概念大涨， <a href=\"https://laohu8.com/S/300622\">博士眼镜</a> 、 <a href=\"https://laohu8.com/S/300868\">杰美特</a> 、 <a href=\"https://laohu8.com/S/300256\">星星科技</a> 、 <a href=\"https://laohu8.com/S/002273\">水晶光电</a> 等十余股涨停。</p><p>医疗保健板块走强， <a href=\"https://laohu8.com/S/300246\">宝莱特</a> 、 <a href=\"https://laohu8.com/S/603127\">昭衍新药</a> 、 <a href=\"https://laohu8.com/S/000516\">国际医学</a> 等股涨停。机器人概念再度活跃， <a href=\"https://laohu8.com/S/002527\">新时达</a> 四连板。</p><p>猪肉股走低， <a href=\"https://laohu8.com/S/000876\">新希望</a> 跌近4%。有机硅概念、人脑工程、消费电子概念、等板块也涨幅居前，船舶、保险、基建、酿酒等板块跌幅居前。</p><p>全市场超3300只个股上涨，成交金额约1.7万亿元。</p><p><strong>美股</strong></p><p>美股三大股指期货普跌，截止发稿标普500指数期货跌0.24%，纳指期货跌0.31%，道指期货跌0.18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd3489fbbd35613d447f59425d90a30\" title=\"\" tg-width=\"1224\" tg-height=\"475\"/></p><p><strong>欧股</strong></p><p>欧洲主要股指开盘涨跌不一，截至发稿德国DAX30指数涨0.21%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.37%，法国CAC40指数涨0.39%，欧洲斯托克50指数涨0.35%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1b9d9adf1aa75c3c6ef9e0ed3ef9ace\" title=\"\" tg-width=\"922\" tg-height=\"495\"/></p><p><strong>原油</strong></p><p>原油价格从上一交易日因担心俄罗斯供应中断而上涨的势头中回落，且关税担忧打压了市场信心。截至发稿 <a href=\"https://laohu8.com/FUT/CLmain\">WTI原油主连 2501</a> 报71.85美元，跌幅0.35%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be4cb81cd731b4399181fb645dd7adb3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>黄金</strong></p><p>美国总统特朗普对进口商品加征关税的最新威胁，继续支撑对避险资产黄金的需求，金价再创新高。截至发稿 <a href=\"https://laohu8.com/FUT/GCmain\">黄金主连 2412</a> 报2970.9美元，涨幅1.19%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58e477ea551e75a1e28e5d0ab1bde452\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"399001":"深证成指","HSCEI":"国企指数","000001.SH":"上证指数","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136545043","content_text":"港股本周四（2月20日）港股市场收盘普跌。恒生指数下跌1.60%，国企指数下跌1.66%，恒生科技指数下跌3.04%，红筹指数下跌0.61%。科网股表现萎靡，腾讯控股跌2.21%，阿里巴巴-W跌2.58%，快手-W跌7.64%，百度集团-SW跌3.23%，美团-W跌6.44%。芯片股全天走弱， 晶门半导体 跌超4%， 华虹半导体 跌超3%， 中芯国际 跌超2%。医药股逆势走强， 昭衍新药 涨超22%， 药明巨诺-B 涨近15%， 泰格医药 涨近13%。个股方面， 歌礼制药-B 涨超34%，公司公布GLP-1R减重药物Ib期积极进展，业内关注给药方式及周期。联想集团 绩后下跌6.36%，尽管第三财季业绩表现强劲，但市场反应较为负面，部分资金获利离场。敏实集团 涨31.03%，机构称公司关税风险敞口可控，中期维度看利润规模有望随之增长。A股本周四，A股三大指数低开高走，上证指数午后一度转涨，截至收盘，上证指数微跌0.02%，深证成指涨0.20%，创业板指0.06%。盘面上，AI眼镜概念大涨， 博士眼镜 、 杰美特 、 星星科技 、 水晶光电 等十余股涨停。医疗保健板块走强， 宝莱特 、 昭衍新药 、 国际医学 等股涨停。机器人概念再度活跃， 新时达 四连板。猪肉股走低， 新希望 跌近4%。有机硅概念、人脑工程、消费电子概念、等板块也涨幅居前，船舶、保险、基建、酿酒等板块跌幅居前。全市场超3300只个股上涨，成交金额约1.7万亿元。美股美股三大股指期货普跌，截止发稿标普500指数期货跌0.24%，纳指期货跌0.31%，道指期货跌0.18%。欧股欧洲主要股指开盘涨跌不一，截至发稿德国DAX30指数涨0.21%，英国富时100指数跌0.37%，法国CAC40指数涨0.39%，欧洲斯托克50指数涨0.35%。原油原油价格从上一交易日因担心俄罗斯供应中断而上涨的势头中回落，且关税担忧打压了市场信心。截至发稿 WTI原油主连 2501 报71.85美元，跌幅0.35%：黄金美国总统特朗普对进口商品加征关税的最新威胁，继续支撑对避险资产黄金的需求，金价再创新高。截至发稿 黄金主连 2412 报2970.9美元，涨幅1.19%：","news_type":1,"symbols_score_info":{"399001":1.1,"HSI":1,"000001.SH":1.1,"HSTECH":1,"HSCEI":1}},"isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402896394785120,"gmtCreate":1739381582959,"gmtModify":1739381585052,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201682707845380","authorIdStr":"4201682707845380"},"themes":[],"title":"","htmlText":"[开心] [开心] 我知道A股也有一家all in ai 的生物诊断公司","listText":"[开心] [开心] 我知道A股也有一家all in ai 的生物诊断公司","text":"[开心] [开心] 我知道A股也有一家all in ai 的生物诊断公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402896394785120","repostId":"1129410875","repostType":4,"repost":{"id":"1129410875","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":1739364162,"share":"https://www.laohu8.com/m/news/1129410875?lang=zh_CN&edition=full","pubTime":"2025-02-12 20:42","market":"us","language":"zh","title":"Firefly Neuroscience再飙近50%！此前宣布加入英伟达Connect计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1129410875","media":"老虎资讯综合","summary":"2月12日，美国医疗公司$Firefly Neuroscience(AIFF)$盘前一度飙涨逾40%，现涨幅收窄至30%以内，该股昨日暴涨逾170%；此前宣布加入英伟达Connect计划，AI赋能大脑疾病诊疗。","content":"<html><head></head><body><p>2月12日，美国医疗公司<a href=\"https://laohu8.com/S/AIFF\">Firefly Neuroscience</a>今日盘初再飙涨近50%，现涨幅收窄至30%以内，该股昨日暴涨逾170%；此前宣布加入英伟达Connect计划，AI赋能大脑疾病诊疗。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b454a4890b642b45f35126fc1b398f6\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>Firefly Neuroscience再飙近50%！此前宣布加入英伟达Connect计划</title>\n<style 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20:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月12日，美国医疗公司<a href=\"https://laohu8.com/S/AIFF\">Firefly Neuroscience</a>今日盘初再飙涨近50%，现涨幅收窄至30%以内，该股昨日暴涨逾170%；此前宣布加入英伟达Connect计划，AI赋能大脑疾病诊疗。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b454a4890b642b45f35126fc1b398f6\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/abf9f2b56caccf2c92db82642df48d35","relate_stocks":{"AIFF":"Firefly Neuroscience, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129410875","content_text":"2月12日，美国医疗公司Firefly Neuroscience今日盘初再飙涨近50%，现涨幅收窄至30%以内，该股昨日暴涨逾170%；此前宣布加入英伟达Connect计划，AI赋能大脑疾病诊疗。","news_type":1,"symbols_score_info":{"AIFF":1.1}},"isVote":1,"tweetType":1,"viewCount":2274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402527015276968,"gmtCreate":1739291584026,"gmtModify":1739291585329,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4201682707845380","authorIdStr":"4201682707845380"},"themes":[],"title":"","htmlText":"马斯克得罪了权贵军方金融华尔街，就会面临特斯拉被做空的风险[开心]&nbsp;&nbsp;","listText":"马斯克得罪了权贵军方金融华尔街，就会面临特斯拉被做空的风险[开心]&nbsp;&nbsp;","text":"马斯克得罪了权贵军方金融华尔街，就会面临特斯拉被做空的风险[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402527015276968","repostId":"1176623234","repostType":4,"repost":{"id":"1176623234","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":1739288544,"share":"https://www.laohu8.com/m/news/1176623234?lang=zh_CN&edition=full","pubTime":"2025-02-11 23:42","market":"us","language":"zh","title":"特斯拉股价再陷低谷，马斯克政治风波成最大隐忧！","url":"https://stock-news.laohu8.com/highlight/detail?id=1176623234","media":"老虎资讯综合","summary":"2月11日，$特斯拉$盘中跌幅扩大至逾2%，连跌五个交易日，较前期高点跌近30%。特斯拉作为全球领先的电动汽车制造商，其股价一直受到市场高度关注。其次，特斯拉自身面临的竞争压力也是导致股价下跌的重要原因。此外，特斯拉内部的一些经营问题也可能对其股价产生负面影响。特斯拉股价的大跌无疑给投资者带来了巨大的损失和心理压力。","content":"<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中跌幅扩大至逾2%，连跌五个交易日，较前期高点跌近30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba6889cbdf2285b58c5bc354815f3ebd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>斯蒂菲尔的Stephen Gengaro仍然看好<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，但比之前更为保守，因为消费者对马斯克的看法“急转直下”。</p><p>本周，特斯拉股票连续下跌，原因是埃隆·马斯克在消费者心中的形象发生负面变化，引发了对销量下滑的担忧。</p><p>此外，由特朗普政府引发的不确定性，特别是关于电动汽车和电动车充电桩激励政策的变化，也可能削弱美国市场的需求。特斯拉在海外的需求已经受到影响。</p><p>上周，特斯拉股价下跌了10.6%，是自10月初以来表现最差的一周。尽管自总统选举以来，特斯拉股价仍上涨了43%，马斯克在选举中是唐纳德·特朗普的重要财务和竞选支持者，但自12月17日创下479.86美元的历史最高价以来，股价已经下跌了大约25%。</p><p>斯蒂菲尔的分析师Stephen Gengaro依然看好特斯拉的股票，但现在比之前稍微谨慎一些，因为他将目标价从492美元下调至474美元，并将2025年的收入预测下调了5%，至1168亿美元。</p><p>他调低预期的一个主要原因是马斯克的政治活动，这开始对消费者对特斯拉电动汽车的看法产生较大影响。</p><p>Gengaro在致客户的报告中写道，随着所谓的“政府效率部门”（DOGE）最近因其努力精简政府机构而成为新闻焦点，“马斯克的选项在政治立场方面发生了负面变化”。</p><p>Gengaro表示，根据Stifel Think Tank Group的专有调查数据，特斯拉的“净好感度”接近历史最低点，他认为这可能成为销量的阻力。</p><p>他指出，净好感度在截至1月27日的一周下降至3%，低于2024年1月的9%。他还提到，2018年1月时，这一指标为33%。</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>特斯拉股价再陷低谷，马斯克政治风波成最大隐忧！</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特斯拉股价再陷低谷，马斯克政治风波成最大隐忧！\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\">2025-02-11 23:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中跌幅扩大至逾2%，连跌五个交易日，较前期高点跌近30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba6889cbdf2285b58c5bc354815f3ebd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>斯蒂菲尔的Stephen Gengaro仍然看好<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，但比之前更为保守，因为消费者对马斯克的看法“急转直下”。</p><p>本周，特斯拉股票连续下跌，原因是埃隆·马斯克在消费者心中的形象发生负面变化，引发了对销量下滑的担忧。</p><p>此外，由特朗普政府引发的不确定性，特别是关于电动汽车和电动车充电桩激励政策的变化，也可能削弱美国市场的需求。特斯拉在海外的需求已经受到影响。</p><p>上周，特斯拉股价下跌了10.6%，是自10月初以来表现最差的一周。尽管自总统选举以来，特斯拉股价仍上涨了43%，马斯克在选举中是唐纳德·特朗普的重要财务和竞选支持者，但自12月17日创下479.86美元的历史最高价以来，股价已经下跌了大约25%。</p><p>斯蒂菲尔的分析师Stephen Gengaro依然看好特斯拉的股票，但现在比之前稍微谨慎一些，因为他将目标价从492美元下调至474美元，并将2025年的收入预测下调了5%，至1168亿美元。</p><p>他调低预期的一个主要原因是马斯克的政治活动，这开始对消费者对特斯拉电动汽车的看法产生较大影响。</p><p>Gengaro在致客户的报告中写道，随着所谓的“政府效率部门”（DOGE）最近因其努力精简政府机构而成为新闻焦点，“马斯克的选项在政治立场方面发生了负面变化”。</p><p>Gengaro表示，根据Stifel Think Tank Group的专有调查数据，特斯拉的“净好感度”接近历史最低点，他认为这可能成为销量的阻力。</p><p>他指出，净好感度在截至1月27日的一周下降至3%，低于2024年1月的9%。他还提到，2018年1月时，这一指标为33%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176623234","content_text":"2月11日，特斯拉盘中跌幅扩大至逾2%，连跌五个交易日，较前期高点跌近30%。斯蒂菲尔的Stephen Gengaro仍然看好特斯拉，但比之前更为保守，因为消费者对马斯克的看法“急转直下”。本周，特斯拉股票连续下跌，原因是埃隆·马斯克在消费者心中的形象发生负面变化，引发了对销量下滑的担忧。此外，由特朗普政府引发的不确定性，特别是关于电动汽车和电动车充电桩激励政策的变化，也可能削弱美国市场的需求。特斯拉在海外的需求已经受到影响。上周，特斯拉股价下跌了10.6%，是自10月初以来表现最差的一周。尽管自总统选举以来，特斯拉股价仍上涨了43%，马斯克在选举中是唐纳德·特朗普的重要财务和竞选支持者，但自12月17日创下479.86美元的历史最高价以来，股价已经下跌了大约25%。斯蒂菲尔的分析师Stephen Gengaro依然看好特斯拉的股票，但现在比之前稍微谨慎一些，因为他将目标价从492美元下调至474美元，并将2025年的收入预测下调了5%，至1168亿美元。他调低预期的一个主要原因是马斯克的政治活动，这开始对消费者对特斯拉电动汽车的看法产生较大影响。Gengaro在致客户的报告中写道，随着所谓的“政府效率部门”（DOGE）最近因其努力精简政府机构而成为新闻焦点，“马斯克的选项在政治立场方面发生了负面变化”。Gengaro表示，根据Stifel Think Tank Group的专有调查数据，特斯拉的“净好感度”接近历史最低点，他认为这可能成为销量的阻力。他指出，净好感度在截至1月27日的一周下降至3%，低于2024年1月的9%。他还提到，2018年1月时，这一指标为33%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":499091448480584,"gmtCreate":1762873738010,"gmtModify":1762873740666,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[{"img":"https://static.tigerbbs.com/c9a1d597bae595ab453f3d92460f6a8a","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499091448480584","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":407146539438712,"gmtCreate":1740419397288,"gmtModify":1740419398789,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407146539438712","repostId":"2513726965","repostType":2,"repost":{"id":"2513726965","kind":"news","pubTimestamp":1740408515,"share":"https://www.laohu8.com/m/news/2513726965?lang=zh_CN&edition=full","pubTime":"2025-02-24 22:48","market":"hk","language":"zh","title":"调研中国人形机器人产业链后，大摩：技术路线尚未统一，产业链加速降本","url":"https://stock-news.laohu8.com/highlight/detail?id=2513726965","media":"华尔街见闻","summary":"大摩指出，中国的人形机器人产业正呈现出加速发展的态势，多数中国制造商计划在2025年实现数百到数千台的量产，随着中国通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本，乐聚成本目标是2025年底进一步降至20万。","content":"<html><head></head><body><blockquote><p>大摩指出，中国的人形机器人产业正呈现出加速发展的态势，多数中国制造商计划在2025年实现数百到数千台的量产，随着中国通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本，乐聚成本目标是2025年底进一步降至20万。</p></blockquote><p style=\"text-align: justify;\">宇树科技机器人一夜爆火，特斯拉的Optimus赚足眼球，当前A股市场机器人概念股大幅拉升，全球科技巨头纷纷押注人形机器人。</p><p style=\"text-align: justify;\">目前中国人形机器人产业处于怎样的发展阶段？摩根士丹利在2月17日至21日期间，对中国自动化和人形机器人产业链进行了深入调研，走访了包括螺丝、减速器、电机、传感器等在内的多家企业，发布了一份中国工业人形机器人行业的深度调研报告。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26abb302544fd40aea03b22c8ccf6eb\" tg-width=\"1644\" tg-height=\"798\"/></p><p style=\"text-align: justify;\">大摩报告指出，尽管在和运动控制方面进展迅速，但要实现人形机器人的实际应用仍需算法和硬件的持续改进，<strong>但中国的人形机器人产业正呈现出加速发展的态势。</strong></p><blockquote><p style=\"text-align: justify;\"><strong>一个关键的发现是，多数中国制造商计划在2025年实现数百到数千台人形机器人的量产。</strong></p><p style=\"text-align: justify;\">领先的国内玩家如Agibot正在扩大订单规模以满足其2025年的激进生产目标。乐聚预计2025年销售量将达到500-1000台，MagicBot目标在2025年销售400台，到2027年扩大到15000台。</p></blockquote><p style=\"text-align: justify;\">报告指出，除了“大脑”（即芯片）部分仍依赖于国外高端AI芯片外，几乎所有的人形机器人身体部件都可以在中国国内生产。<strong>国内零部件已被国内人形机器人公司广泛使用，甚至有部分企业正积极寻求进入特斯拉等国际巨头的供应链。</strong></p><blockquote><p style=\"text-align: justify;\">尽管特斯拉对硬件的要求高于国内生产商，但排名靠前的中国类人机器人组件制造商都在努力直接与特斯拉合作或通过一级执行器组装商三花和拓普，旨在渗透特斯拉供应链。</p><p style=\"text-align: justify;\">尽管有许多组件供应商声称他们已经开发并将产品发送给集成商（包括特斯拉）进行测试，但产能建设（设备和经验丰富的技术人员/工人）、产能提升（精密加工、产品一致性）在最初几年都非常具有挑战性，影响效率、产量和成本。</p></blockquote><p style=\"text-align: justify;\">此外，大摩还强调，中国的人形机器人产业链企业普遍将“降本”视为关键，而可扩展性、自动化水平和产量提升是降低成本的关键。</p><blockquote><p style=\"text-align: justify;\">通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本。</p><p style=\"text-align: justify;\"><strong>中国玩家（类人机器人集成商和组件供应商）旨在显著降低成本： 乐聚的当前成本已从2024年的70万人民币降至40万，目标是到2025年底进一步降至20万；开普勒指导每台售价为3万美元（约21.8万人民币）。</strong></p><p style=\"text-align: justify;\">随着产量规模的扩大，组件价格也有望显著下降，行星滚珠丝杠和六轴力/扭矩传感器在长期内可能降至每台1000人民币以下；谐波减速器的价格将从目前的每台超过1000人民币降至几百人民币。</p></blockquote></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>调研中国人形机器人产业链后，大摩：技术路线尚未统一，产业链加速降本</title>\n<style 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href=\"https://wallstreetcn.com/articles/3741759\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6644ea176a217b9b48c9eb44a151fe5","relate_stocks":{"LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4504":"桥水持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4588":"碎股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) 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(irc)"},"source_url":"https://wallstreetcn.com/articles/3741759","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513726965","content_text":"大摩指出，中国的人形机器人产业正呈现出加速发展的态势，多数中国制造商计划在2025年实现数百到数千台的量产，随着中国通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本，乐聚成本目标是2025年底进一步降至20万。宇树科技机器人一夜爆火，特斯拉的Optimus赚足眼球，当前A股市场机器人概念股大幅拉升，全球科技巨头纷纷押注人形机器人。目前中国人形机器人产业处于怎样的发展阶段？摩根士丹利在2月17日至21日期间，对中国自动化和人形机器人产业链进行了深入调研，走访了包括螺丝、减速器、电机、传感器等在内的多家企业，发布了一份中国工业人形机器人行业的深度调研报告。大摩报告指出，尽管在和运动控制方面进展迅速，但要实现人形机器人的实际应用仍需算法和硬件的持续改进，但中国的人形机器人产业正呈现出加速发展的态势。一个关键的发现是，多数中国制造商计划在2025年实现数百到数千台人形机器人的量产。领先的国内玩家如Agibot正在扩大订单规模以满足其2025年的激进生产目标。乐聚预计2025年销售量将达到500-1000台，MagicBot目标在2025年销售400台，到2027年扩大到15000台。报告指出，除了“大脑”（即芯片）部分仍依赖于国外高端AI芯片外，几乎所有的人形机器人身体部件都可以在中国国内生产。国内零部件已被国内人形机器人公司广泛使用，甚至有部分企业正积极寻求进入特斯拉等国际巨头的供应链。尽管特斯拉对硬件的要求高于国内生产商，但排名靠前的中国类人机器人组件制造商都在努力直接与特斯拉合作或通过一级执行器组装商三花和拓普，旨在渗透特斯拉供应链。尽管有许多组件供应商声称他们已经开发并将产品发送给集成商（包括特斯拉）进行测试，但产能建设（设备和经验丰富的技术人员/工人）、产能提升（精密加工、产品一致性）在最初几年都非常具有挑战性，影响效率、产量和成本。此外，大摩还强调，中国的人形机器人产业链企业普遍将“降本”视为关键，而可扩展性、自动化水平和产量提升是降低成本的关键。通过技术升级、设备国产化以及规模化生产，有望显著降低人形机器人的制造成本。中国玩家（类人机器人集成商和组件供应商）旨在显著降低成本： 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杀疯了，套了2个点，太狠了主力！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/460249740398776","isVote":1,"tweetType":1,"viewCount":3906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"262190804341046","authorId":"262190804341046","name":"Jason1205","avatar":"https://static.tigerbbs.com/a22c3af3bb938bf74c151660df1d68dd","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"262190804341046","idStr":"262190804341046"},"content":"只管卖空疯狂收割散户，完全不做市值管理，用不了几天就无韭菜可割了。","text":"只管卖空疯狂收割散户，完全不做市值管理，用不了几天就无韭菜可割了。","html":"只管卖空疯狂收割散户，完全不做市值管理，用不了几天就无韭菜可割了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422589771395600,"gmtCreate":1744211295414,"gmtModify":1744211296838,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a> 中概股有点危险啊，在搞就从美股退市吧","listText":"<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$&nbsp;</a> 中概股有点危险啊，在搞就从美股退市吧","text":"$世纪互联(VNET)$ 中概股有点危险啊，在搞就从美股退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422589771395600","isVote":1,"tweetType":1,"viewCount":5238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421891929088520,"gmtCreate":1744021173191,"gmtModify":1744021175383,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"它拉升是为了先让中国股民今晚睡个好觉[暗中观察]&nbsp;[握手]&nbsp;&nbsp;","listText":"它拉升是为了先让中国股民今晚睡个好觉[暗中观察]&nbsp;[握手]&nbsp;&nbsp;","text":"它拉升是为了先让中国股民今晚睡个好觉[暗中观察] [握手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421891929088520","repostId":"1153853935","repostType":2,"repost":{"id":"1153853935","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":1744023935,"share":"https://www.laohu8.com/m/news/1153853935?lang=zh_CN&edition=full","pubTime":"2025-04-07 19:05","market":"us","language":"zh","title":"富时中国A50指数期货夜盘涨幅扩大至逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153853935","media":"老虎资讯综合","summary":"4月7日，富时中国A50指数期货夜盘短线拉升，涨幅扩大至逾1%。","content":"<html><head></head><body><p>4月7日，富时中国A50指数期货夜盘涨幅扩大至逾2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15db051dee9313d2e307b7864781e711\" title=\"\" tg-width=\"560\" 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class=\"title\">\n富时中国A50指数期货夜盘涨幅扩大至逾2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-04-07 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月7日，富时中国A50指数期货夜盘涨幅扩大至逾2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15db051dee9313d2e307b7864781e711\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153853935","content_text":"4月7日，富时中国A50指数期货夜盘涨幅扩大至逾2%。","news_type":1,"symbols_score_info":{"CNmain":1.1}},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412660881375624,"gmtCreate":1741786036238,"gmtModify":1741786153882,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$&nbsp;</a> 车用雷达确实是牛逼的大单品，以后趋势是一车一雷达，手机可以支撑小米估值，雷达呢？","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$&nbsp;</a> 车用雷达确实是牛逼的大单品，以后趋势是一车一雷达，手机可以支撑小米估值，雷达呢？","text":"$禾赛(HSAI)$ 车用雷达确实是牛逼的大单品，以后趋势是一车一雷达，手机可以支撑小米估值，雷达呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412660881375624","isVote":1,"tweetType":1,"viewCount":1904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402527015276968,"gmtCreate":1739291584026,"gmtModify":1739291585329,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"马斯克得罪了权贵军方金融华尔街，就会面临特斯拉被做空的风险[开心]&nbsp;&nbsp;","listText":"马斯克得罪了权贵军方金融华尔街，就会面临特斯拉被做空的风险[开心]&nbsp;&nbsp;","text":"马斯克得罪了权贵军方金融华尔街，就会面临特斯拉被做空的风险[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402527015276968","repostId":"1176623234","repostType":4,"repost":{"id":"1176623234","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":1739288544,"share":"https://www.laohu8.com/m/news/1176623234?lang=zh_CN&edition=full","pubTime":"2025-02-11 23:42","market":"us","language":"zh","title":"特斯拉股价再陷低谷，马斯克政治风波成最大隐忧！","url":"https://stock-news.laohu8.com/highlight/detail?id=1176623234","media":"老虎资讯综合","summary":"2月11日，$特斯拉$盘中跌幅扩大至逾2%，连跌五个交易日，较前期高点跌近30%。特斯拉作为全球领先的电动汽车制造商，其股价一直受到市场高度关注。其次，特斯拉自身面临的竞争压力也是导致股价下跌的重要原因。此外，特斯拉内部的一些经营问题也可能对其股价产生负面影响。特斯拉股价的大跌无疑给投资者带来了巨大的损失和心理压力。","content":"<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中跌幅扩大至逾2%，连跌五个交易日，较前期高点跌近30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba6889cbdf2285b58c5bc354815f3ebd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>斯蒂菲尔的Stephen Gengaro仍然看好<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，但比之前更为保守，因为消费者对马斯克的看法“急转直下”。</p><p>本周，特斯拉股票连续下跌，原因是埃隆·马斯克在消费者心中的形象发生负面变化，引发了对销量下滑的担忧。</p><p>此外，由特朗普政府引发的不确定性，特别是关于电动汽车和电动车充电桩激励政策的变化，也可能削弱美国市场的需求。特斯拉在海外的需求已经受到影响。</p><p>上周，特斯拉股价下跌了10.6%，是自10月初以来表现最差的一周。尽管自总统选举以来，特斯拉股价仍上涨了43%，马斯克在选举中是唐纳德·特朗普的重要财务和竞选支持者，但自12月17日创下479.86美元的历史最高价以来，股价已经下跌了大约25%。</p><p>斯蒂菲尔的分析师Stephen Gengaro依然看好特斯拉的股票，但现在比之前稍微谨慎一些，因为他将目标价从492美元下调至474美元，并将2025年的收入预测下调了5%，至1168亿美元。</p><p>他调低预期的一个主要原因是马斯克的政治活动，这开始对消费者对特斯拉电动汽车的看法产生较大影响。</p><p>Gengaro在致客户的报告中写道，随着所谓的“政府效率部门”（DOGE）最近因其努力精简政府机构而成为新闻焦点，“马斯克的选项在政治立场方面发生了负面变化”。</p><p>Gengaro表示，根据Stifel Think Tank Group的专有调查数据，特斯拉的“净好感度”接近历史最低点，他认为这可能成为销量的阻力。</p><p>他指出，净好感度在截至1月27日的一周下降至3%，低于2024年1月的9%。他还提到，2018年1月时，这一指标为33%。</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>特斯拉股价再陷低谷，马斯克政治风波成最大隐忧！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股价再陷低谷，马斯克政治风波成最大隐忧！\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\">2025-02-11 23:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中跌幅扩大至逾2%，连跌五个交易日，较前期高点跌近30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba6889cbdf2285b58c5bc354815f3ebd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>斯蒂菲尔的Stephen Gengaro仍然看好<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，但比之前更为保守，因为消费者对马斯克的看法“急转直下”。</p><p>本周，特斯拉股票连续下跌，原因是埃隆·马斯克在消费者心中的形象发生负面变化，引发了对销量下滑的担忧。</p><p>此外，由特朗普政府引发的不确定性，特别是关于电动汽车和电动车充电桩激励政策的变化，也可能削弱美国市场的需求。特斯拉在海外的需求已经受到影响。</p><p>上周，特斯拉股价下跌了10.6%，是自10月初以来表现最差的一周。尽管自总统选举以来，特斯拉股价仍上涨了43%，马斯克在选举中是唐纳德·特朗普的重要财务和竞选支持者，但自12月17日创下479.86美元的历史最高价以来，股价已经下跌了大约25%。</p><p>斯蒂菲尔的分析师Stephen Gengaro依然看好特斯拉的股票，但现在比之前稍微谨慎一些，因为他将目标价从492美元下调至474美元，并将2025年的收入预测下调了5%，至1168亿美元。</p><p>他调低预期的一个主要原因是马斯克的政治活动，这开始对消费者对特斯拉电动汽车的看法产生较大影响。</p><p>Gengaro在致客户的报告中写道，随着所谓的“政府效率部门”（DOGE）最近因其努力精简政府机构而成为新闻焦点，“马斯克的选项在政治立场方面发生了负面变化”。</p><p>Gengaro表示，根据Stifel Think Tank Group的专有调查数据，特斯拉的“净好感度”接近历史最低点，他认为这可能成为销量的阻力。</p><p>他指出，净好感度在截至1月27日的一周下降至3%，低于2024年1月的9%。他还提到，2018年1月时，这一指标为33%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176623234","content_text":"2月11日，特斯拉盘中跌幅扩大至逾2%，连跌五个交易日，较前期高点跌近30%。斯蒂菲尔的Stephen Gengaro仍然看好特斯拉，但比之前更为保守，因为消费者对马斯克的看法“急转直下”。本周，特斯拉股票连续下跌，原因是埃隆·马斯克在消费者心中的形象发生负面变化，引发了对销量下滑的担忧。此外，由特朗普政府引发的不确定性，特别是关于电动汽车和电动车充电桩激励政策的变化，也可能削弱美国市场的需求。特斯拉在海外的需求已经受到影响。上周，特斯拉股价下跌了10.6%，是自10月初以来表现最差的一周。尽管自总统选举以来，特斯拉股价仍上涨了43%，马斯克在选举中是唐纳德·特朗普的重要财务和竞选支持者，但自12月17日创下479.86美元的历史最高价以来，股价已经下跌了大约25%。斯蒂菲尔的分析师Stephen Gengaro依然看好特斯拉的股票，但现在比之前稍微谨慎一些，因为他将目标价从492美元下调至474美元，并将2025年的收入预测下调了5%，至1168亿美元。他调低预期的一个主要原因是马斯克的政治活动，这开始对消费者对特斯拉电动汽车的看法产生较大影响。Gengaro在致客户的报告中写道，随着所谓的“政府效率部门”（DOGE）最近因其努力精简政府机构而成为新闻焦点，“马斯克的选项在政治立场方面发生了负面变化”。Gengaro表示，根据Stifel Think Tank Group的专有调查数据，特斯拉的“净好感度”接近历史最低点，他认为这可能成为销量的阻力。他指出，净好感度在截至1月27日的一周下降至3%，低于2024年1月的9%。他还提到，2018年1月时，这一指标为33%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537683196096808,"gmtCreate":1772291195917,"gmtModify":1772291198149,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"[开心]会有影响","listText":"[开心]会有影响","text":"[开心]会有影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537683196096808","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420852277604472,"gmtCreate":1743778394018,"gmtModify":1743778395382,"author":{"id":"4201682707845380","authorId":"4201682707845380","name":"cC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201682707845380","idStr":"4201682707845380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a> 狠狠的做空，长痛不如短痛，一步到位3000点！大盘千股跌停！","listText":"<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a> 狠狠的做空，长痛不如短痛，一步到位3000点！大盘千股跌停！","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 狠狠的做空，长痛不如短痛，一步到位3000点！大盘千股跌停！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420852277604472","isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}