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外卖战升级，摩根大通提问：值得吗？
外卖战升级，摩根大通提问：值得吗？
英伟达市值全球新高，小弟股价却崩了
英伟达市值全球新高，小弟股价却崩了
关税“悖论”：真的越加越通缩？
关税“悖论”：真的越加越通缩？
投资、投机，结局大不同！股市疯狂之时，我们应如何对待？
投资、投机，结局大不同！股市疯狂之时，我们应如何对待？
美团即时零售日订单量达1.5亿，平均34分钟送达
美团即时零售日订单量达1.5亿，平均34分钟送达
特朗普称对墨西哥、欧盟征收30%关税
特朗普称对墨西哥、欧盟征收30%关税
产业链强势跃升！半导体并购浪潮来袭，15只绩优潜力股曝光
产业链强势跃升！半导体并购浪潮来袭，15只绩优潜力股曝光
香港彻底告别“金融废墟”
香港彻底告别“金融废墟”
TACO护体，美股无惧风雨，财报季将再掀狂澜？
TACO护体，美股无惧风雨，财报季将再掀狂澜？
卡夫亨氏计划分拆，十年“联姻”或将终结
卡夫亨氏计划分拆，十年“联姻”或将终结
“从ICU到KTV”后，美股多头已“无所畏惧”？
“从ICU到KTV”后，美股多头已“无所畏惧”？
事关全球股市涨跌剧本的美欧贸易协议倒计时，关键博弈点卡在“车与粮”
事关全球股市涨跌剧本的美欧贸易协议倒计时，关键博弈点卡在“车与粮”
高盛交易台：预计铜关税最终是25%，未来12个月周期和结构性因素支撑股票回报
高盛交易台：预计铜关税最终是25%，未来12个月周期和结构性因素支撑股票回报
超预期！迎来更大力度长周期考核，险资最新发声！
超预期！迎来更大力度长周期考核，险资最新发声！
“牛市旗手”，重磅利好！业绩暴增超10倍，什么信号？
“牛市旗手”，重磅利好！业绩暴增超10倍，什么信号？
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{"tab":"top","data":{"topNews":{"listData":[{"id":"1157938037","title":"外卖战升级，摩根大通提问：值得吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1157938037","media":"老虎资讯综合","top":-1,"share":"https://www.laohu8.com/m/news/1157938037?lang=zh_cn&edition=full","pubTime":"2025-07-13 08:51","pubTimestamp":1752367862,"startTime":"0","endTime":"0","summary":"摩根大通对这场愈演愈烈的外卖补贴竞争，进行了深度剖析。预计未来3到6个月，三家公司的股价都将因盈利预期下调而面临压力。面对如此惨烈的“烧钱”，摩通提出了一个核心问题：这笔投资值得吗？摩通认为，美团极有可能维持其市场领导地位，但市场份额可能会有所下滑。报告估计，到2030年，即时零售GMV的56%将来自食品饮料、烟酒和日用品，这些正是传统电商的重要品类。","market":"hk","thumbnail":"https://static.tigerbbs.com/ce73f5385a35f0a601bb140fb6ff7bc4","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/ce73f5385a35f0a601bb140fb6ff7bc4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["09988","03690","09618","MPNGY","JD","BABA"],"symbols_score_info":{"03690":1.1,"09618":1.1,"09988":1.1,"BABA":1.1,"JD":1.1,"MPNGY":1.1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null},{"id":"1189084923","title":"英伟达市值全球新高，小弟股价却崩了","url":"https://stock-news.laohu8.com/highlight/detail?id=1189084923","media":"格隆汇","top":-1,"share":"https://www.laohu8.com/m/news/1189084923?lang=zh_cn&edition=full","pubTime":"2025-07-13 08:40","pubTimestamp":1752367200,"startTime":"0","endTime":"0","summary":"首先，英伟达早期投资CoreWeave，助其估值从20亿美元飙升至IPO前的230亿美元，通过持股获得账面收益。最后也是最关键的一环，通过调控算力供给，英伟达得以间接维持GPU市场的稀缺性与高价。而牢牢地抱住英伟达这条好大腿，就股价来说足矣。因为一旦AI算力需求增速放缓，或英伟达推出新款GPU导致现有设备贬值，CoreWeave背负的债务将成为沉重负担。另外，CoreWeaveIPO新发股不到总股本的10%，半数由英伟达等基石投资者持有，少量交易就能引发股价巨震。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["CRWV","NVDA"],"symbols_score_info":{"CRWV":1.1,"NVDA":1.1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null},{"id":"1100806224","title":"关税“悖论”：真的越加越通缩？","url":"https://stock-news.laohu8.com/highlight/detail?id=1100806224","media":"川阅全球宏观","top":-1,"share":"https://www.laohu8.com/m/news/1100806224?lang=zh_cn&edition=full","pubTime":"2025-07-13 08:34","pubTimestamp":1752366888,"startTime":"0","endTime":"0","summary":"二季度以来，最令市场感到诧异的莫过于关税落地之后，美国通胀数据却持续地不及预期了。4月以来特朗普大范围对等关税引发市场巨震，但通胀数据却“稳如泰山”，CPI连续两个月不及预期，难道关税真的对通胀没有影响吗？甚至说美国可以直接跳过关税带来的“滞胀风险”直接进入衰退通缩和政策宽松的象限？","market":"us","thumbnail":"https://static.tigerbbs.com/fe85c79e7ab0e902548197ca13ca8164","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/fe85c79e7ab0e902548197ca13ca8164"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1582083733592"},{"id":"1141116878","title":"投资、投机，结局大不同！股市疯狂之时，我们应如何对待？","url":"https://stock-news.laohu8.com/highlight/detail?id=1141116878","media":"券商中国","top":-1,"share":"https://www.laohu8.com/m/news/1141116878?lang=zh_cn&edition=full","pubTime":"2025-07-13 08:21","pubTimestamp":1752366114,"startTime":"0","endTime":"0","summary":"但两人所运用的投资方法、收益结果和投资人最终的收益方面截然不同。蔡志勇关注的是股价走势图和技术面指标，进而形成决策。蔡志勇每年的换手率高达100%。1962年初，市场暴跌25%，蔡志勇抓住了这个机会冷静追加2800万美元，当年年底，其管理的基金大涨68%。在投机风盛行之时，巴菲特在1967年1月的致股东信中曾说：在证券投资中，试图预测市场走势、忽略商业估值的行为屡见不鲜，我们不会效仿。","market":"hk","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"source_rank":0,"column":"","sentiment":"0","news_tag":"analysis","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null},{"id":"2551912629","title":"美团即时零售日订单量达1.5亿，平均34分钟送达","url":"https://stock-news.laohu8.com/highlight/detail?id=2551912629","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2551912629?lang=zh_cn&edition=full","pubTime":"2025-07-13 07:59","pubTimestamp":1752364788,"startTime":"0","endTime":"0","summary":"7月13日，$美团$内部发布战报显示，7月12日23点36分，$美团$即时零售订单量再创新高，达1.5亿。在峰值单量环比上周增长3000万单的同时，美团依旧保持着极为稳定的履约体验，全量配送订单平均送达时间为34分钟。另据美团稍早消息，7月周末美团骑手日收入增长111%，超过40万众包骑手日收入超500元。美团提供的数据显示，餐饮商家在美团的订单量比日常时段增长了65%。","market":"hk","thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["03690","MPNGY"],"symbols_score_info":{"03690":1,"MPNGY":1},"source_rank":0,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing"},{"id":"1161461898","title":"特朗普称对墨西哥、欧盟征收30%关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1161461898","media":"央视新闻客户端","top":-1,"share":"https://www.laohu8.com/m/news/1161461898?lang=zh_cn&edition=full","pubTime":"2025-07-12 20:41","pubTimestamp":1752324110,"startTime":"0","endTime":"0","summary":"当地时间12日，美国总统特朗普称对墨西哥、欧盟输美商品分别征收30%关税。","market":"us","thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[],"symbols_score_info":{},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1568181200495"},{"id":"1103294820","title":"产业链强势跃升！半导体并购浪潮来袭，15只绩优潜力股曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=1103294820","media":"数据宝","top":-1,"share":"https://www.laohu8.com/m/news/1103294820?lang=zh_cn&edition=full","pubTime":"2025-07-12 14:58","pubTimestamp":1752303516,"startTime":"0","endTime":"0","summary":"半导体产业重大重组案例数创2020年以来新高作为优化产业链布局的重要手段之一，并购重组为半导体市场的发展注入强大动力。在半导体产业其他并购类型案件中，主要以增资、收购交易标的为主。从首次披露日的市值规模来看，2025年，参与并购重组半导体公司平均市值超过520亿元，接近上一年平均市值的3倍，且创下2020年以来最高水平。","market":"sh","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["000001.SH"],"symbols_score_info":{"000001.SH":1.1},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1582610917129"},{"id":"2550485601","title":"香港彻底告别“金融废墟”","url":"https://stock-news.laohu8.com/highlight/detail?id=2550485601","media":"巨潮WAVE","top":-1,"share":"https://www.laohu8.com/m/news/2550485601?lang=zh_cn&edition=full","pubTime":"2025-07-12 14:23","pubTimestamp":1752301380,"startTime":"0","endTime":"0","summary":"香港彻底告别“金融废墟” 来源：巨潮WAVE从“金融废墟”到全球资本投资中国的核心枢纽，港股仅用了一年时间。一扫过去两年的阴霾，从上市数量和规模来看，这一轮港股IPO浪潮，已经坐实了香港国际金融中心的地位。由于发行火爆，近年来，甚至出现了外资投行人才流向香港中资金融机构的迹象。","market":"hk","thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["HSTECH","HSI"],"symbols_score_info":{"HSTECH":1.1,"HSI":1},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"lsy1642045066006"},{"id":"2550425995","title":"TACO护体，美股无惧风雨，财报季将再掀狂澜？","url":"https://stock-news.laohu8.com/highlight/detail?id=2550425995","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2550425995?lang=zh_cn&edition=full","pubTime":"2025-07-12 12:13","pubTimestamp":1752293591,"startTime":"0","endTime":"0","summary":"库廷表示，当市场对贸易政策反应剧烈时，美国政府往往会退让，这令他保持冷静，并伺机战术性加仓。当在一场记者会上被问及“TACO”时，特朗普勃然大怒，称该提问“恶毒”。她目前预计，到2025年底，美国股市将升至7000点，较目前上涨12%。巴特尔斯指出，美国股市的赢家将继续成为赢家。","market":"us","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".IXIC",".SPX",".DJI"],"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing"},{"id":"2550993397","title":"卡夫亨氏计划分拆，十年“联姻”或将终结","url":"https://stock-news.laohu8.com/highlight/detail?id=2550993397","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2550993397?lang=zh_cn&edition=full","pubTime":"2025-07-12 10:45","pubTimestamp":1752288329,"startTime":"0","endTime":"0","summary":"卡夫亨氏公司计划将包括卡夫产品在内的大部分食品杂货业务分拆为独立实体，估值可达200亿美元。公司希望通过分拆提升整体估值，使两个独立实体的总价值超过卡夫亨氏目前约310亿美元的市值。消息传出后，卡夫亨氏股价周五收涨超2%，扭转日内跌势。","market":"sh","thumbnail":"https://static.tigerbbs.com/971d27a1594f1c261d48767ac5f9787f","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/971d27a1594f1c261d48767ac5f9787f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["KHC"],"symbols_score_info":{"KHC":1},"source_rank":0,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":null},{"id":"2550799855","title":"“从ICU到KTV”后，美股多头已“无所畏惧”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2550799855","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2550799855?lang=zh_cn&edition=full","pubTime":"2025-07-12 10:13","pubTimestamp":1752286438,"startTime":"0","endTime":"0","summary":"华尔街投资者面对通胀、关税威胁、地缘冲突等冲击显示出异常韧性，即使特朗普升级贸易威胁，股市仍保持历史高位，比特币飙升至11.8万美元。对于那些在加密货币、科技股、杠杆ETF和大宗商品等领域坐拥丰厚利润的交易员来说，这感觉像是一种证明。然而，摩根大通等机构警告这种韧性可能是危险的自满情绪。","market":"us","thumbnail":"https://static.tigerbbs.com/8831c33b590e8f267d8820f2a7aebd2d","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/8831c33b590e8f267d8820f2a7aebd2d"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":[".IXIC",".SPX",".DJI"],"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1},"source_rank":0,"column":"","sentiment":"1","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"wallstreetcn_hot_news"},{"id":"2550607679","title":"事关全球股市涨跌剧本的美欧贸易协议倒计时，关键博弈点卡在“车与粮”","url":"https://stock-news.laohu8.com/highlight/detail?id=2550607679","media":"智通财经","top":-1,"share":"https://www.laohu8.com/m/news/2550607679?lang=zh_cn&edition=full","pubTime":"2025-07-12 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6%，这刺激了美国对外国商品的需求。","market":"us","thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","type":1,"news_type":1,"thumbnails":["https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"symbols":["HGmain","QCmain","MHGmain"],"symbols_score_info":{"HGmain":1,"MHGmain":1,"QCmain":1},"source_rank":0,"column":"","sentiment":"0","news_tag":"","news_rank":0,"length":0,"is_top":0,"strategy_id":0,"source":"stock_zhitongcaijing"},{"id":"1173636175","title":"超预期！迎来更大力度长周期考核，险资最新发声！","url":"https://stock-news.laohu8.com/highlight/detail?id=1173636175","media":"券商中国","top":-1,"share":"https://www.laohu8.com/m/news/1173636175?lang=zh_cn&edition=full","pubTime":"2025-07-12 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