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卧龙居士
06-28
坚决打击袭击商船的国家恐怖主义、国家海盗!这种流氓被打一点不怨。
美伊又开打!美军空袭伊朗,特朗普威胁“或将不复存在”
卧龙居士
05-08
不看好商业道德和创始人不行的公司。
昆仑芯正式启动科创板上市辅导,已于1月向港交所递交了主板上市申请
卧龙居士
05-08
对神棍必须强硬到底,否则,人类会被他们绑架、毁灭。
特朗普何时再次TACO?
卧龙居士
05-06
有那个胆量吗?专门为伊朗人和伊斯兰粉、伊朗二台定制的消息?
伊朗议会发言人:若美方不作出必要让步,伊朗已准备好开火
卧龙居士
04-22
$Faraday Future Intelligent Electric Inc(FFAI)$
又有不信邪的韭菜进来了,让你疯狂一段时间,过些时再来看戏!
卧龙居士
04-14
$Faraday Future Intelligent Electric Inc(FFAI)$
远离毒品,远离假药,停止赌博就不会被割
卧龙居士
04-11
$Faraday Future Intelligent Electric Inc(FFAI)$
估计又有赌徒要上骗子当了[开心] [开心] [开心]
卧龙居士
04-06
娶九个老婆去了?
伊朗伊斯兰革命卫队情报机构领导人在美以袭击中身亡
卧龙居士
03-24
99%概率,川普家族就是利用操纵股市牟利!
又现内幕交易?特朗普“TACO”前15分钟,原油期货交易量激增
卧龙居士
03-18
$Faraday Future Intelligent Electric Inc(FFAI)$
一次受骗是运气,反复受骗得看看脑科
卧龙居士
02-19
$Faraday Future Intelligent Electric Inc(FFAI)$
它刚保证不增发股本就1.6亿变2亿,还有傻子信骗子。 它知道有万分之一的人是傻子,它就能继续骗。
卧龙居士
02-19
$Faraday Future Intelligent Electric Inc(FFAI)$
再次过来看笑话,看黑嘴怎么吹怎么辩。 再次说,有傻子就有骗子,有骗子就有傻子。
卧龙居士
02-12
$Faraday Future Intelligent Electric Inc(FFAI)$
奇怪的是为什么总会有傻子主动送上被骗子割?
卧龙居士
02-12
$Faraday Future Intelligent Electric Inc(FFAI)$
阳光下没有新鲜事,等骗子割完了傻子,骗子就要破产退市了。
卧龙居士
02-12
$Faraday Future Intelligent Electric Inc(FFAI)$
过来看笑话来了哈哈哈哈哈
卧龙居士
02-09
想起曾经的一篇文章
千问工具箱小程序被微信限制,打开时会弹出警示窗口
卧龙居士
02-09
木头放卫星
“木头姐”旗下太空ETF首度买入特斯拉 或押注特斯拉与SpaceX合并
卧龙居士
2025-11-17
骗子穷途末路,但还有傻瓜捧场
Univest Securities宣布完成4100万美元战略投资交易 Faraday Future向Qualigen Therapeutics注资
卧龙居士
2025-11-17
$Faraday Future Intelligent Electric Inc(FFAI)$
跳来跳去的几个黑嘴,你家假老板的FF骗局玩不下去了,又在谋划新骗局,恭喜你求锤得锤
卧龙居士
2025-11-14
$Faraday Future Intelligent Electric Inc(FFAI)$
过一阵要无聊就过来看看几个黑嘴上跳下窜的笑话……恭喜黑嘴,你的股价只剩下20万分之一了,继续骗……
去老虎APP查看更多动态
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10:59","market":"us","language":"zh","title":"美伊又开打!美军空袭伊朗,特朗普威胁“或将不复存在”","url":"https://stock-news.laohu8.com/highlight/detail?id=2646328311","media":"格隆汇","summary":"霍尔木兹海峡突发","content":"<html><head></head><body><p style=\"text-align: left;\">停火协议成了空谈。</p><p style=\"text-align: left;\">美伊冲突,突然又剑拔弩张。</p><p style=\"text-align: left;\">此轮激烈交锋,<strong>双方依然是围绕霍尔木兹海峡通航问题的博弈。</strong>这也是美伊达成并签署谅解备忘录后,美军首次袭击伊朗。</p><p style=\"text-align: left;\">伊朗也强势回应,将果断反击报复。</p><h3 style=\"text-align: left;\"><strong>伊朗:打击8处美军设施</strong></h3><p style=\"text-align: left;\"><strong><br/></strong></p><p style=\"text-align: left;\">当地时间28日,<strong>伊朗伊斯兰革命卫队表示,将以果断行动回应美方“侵略”。</strong></p><p style=\"text-align: left;\">声明称,伊朗革命卫队海军和空军用导弹和无人机,摧毁了位于科威特阿里·萨利姆空军基地和位于巴林的美军第五舰队的<strong>8处美军重要基础设施</strong>,对近日美国的“侵略”行径作出了果断回应。</p><p style=\"text-align: left;\">根据伊美谅解备忘录,霍尔木兹海峡的通行管控由伊方负责,今后将更强硬地对待“违规”船只。</p><p style=\"text-align: left;\">伊朗表示,<strong>今后将更加严厉地处理违反(协议)者,任何“敌对侵略”都将受到“毁灭性回应”。</strong>美国以革命卫队海军对侵犯船只进行对抗为借口,袭击了五个伊朗沿海哨所。</p><p style=\"text-align: left;\">任何违反停火的行为都与伊斯兰堡协议相悖,将使所有正在进行的进程完全停止。</p><p style=\"text-align: left;\">伊朗革命卫队海军指挥部称,美国在中东地区的基地将在未来几天内经历“地狱般的日子”。</p><p style=\"text-align: left;\">据伊朗媒体,伊朗已在科威特和巴林发起联合导弹与无人机行动,以回应美国近期的打击行动。</p><p style=\"text-align: left;\">早前,科威特军方表示,科威特防空系统正应对“敌对”导弹和无人机袭击。</p><p style=\"text-align: left;\">巴林内政部同日在社交媒体上说,警报已拉响,请民众保持冷静并前往最近的安全地点。</p><h3 style=\"text-align: left;\">特朗普威胁伊朗</h3><p style=\"text-align: left;\">当地时间6月27日,特朗普在社媒发文威胁称:<strong>伊朗或将不复存在。</strong></p><blockquote><p style=\"text-align: left;\">“美国战机刚刚打击了伊朗导弹与无人机储存设施以及沿海雷达站点,原因是他们再次违反停火协议。他们很可能永远学不会!终有一刻,我们将不再保持克制,被迫以军事手段完成我们业已成功开启的行动。若真走到那一步,伊朗伊斯兰共和国将不复存在!”</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9af0d7ce9186c81cc2474a38db448b4\" data-align=\"center\" tg-width=\"1179\" tg-height=\"880\"/><span></span></p><p style=\"text-align: left;\"><strong>同日,美军再对伊朗发动打击。</strong></p><p style=\"text-align: left;\">美国中央司令部发表声明称,在特朗普指示下,美军对伊朗境内多个目标实施了新一轮打击。</p><p style=\"text-align: left;\">声明称,在美军26日就商船“长悦”号遇袭事件打击伊朗目标后,美方曾给予伊朗履行停火协议的机会,但伊朗军方于美东时间27日凌晨4时30分再次发射单向攻击无人机,击中一艘悬挂巴拿马国旗、载有超过200万桶原油的油轮。</p><p style=\"text-align: left;\">美军表示,此次打击直接回应伊朗持续针对商业航运的袭击,目标包括伊朗军方监视基础设施、通信系统、防空阵地、无人机储存设施以及布雷能力。</p><p style=\"text-align: left;\">声明称,目前霍尔木兹海峡商业船只通行仍在继续,美军将继续保持高度戒备。伊朗方面对此暂无回应。</p><p style=\"text-align: left;\"><strong>以色列方面也准备伺机而动。</strong></p><p style=\"text-align: left;\">以色列总理内塔尼亚胡表示,并未参与伊朗与美国的协议,其有利益需要与华盛顿讨论。<strong>必要时,将进入黎巴嫩,并将在那里采取强有力的行动</strong>。以色列正接近控制加沙地带70%的区域,并包围哈马斯。</p></body></html>","source":"gelonghui_highlight","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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href=https://www.gelonghui.com/p/5363910><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>停火协议成了空谈。美伊冲突,突然又剑拔弩张。此轮激烈交锋,双方依然是围绕霍尔木兹海峡通航问题的博弈。这也是美伊达成并签署谅解备忘录后,美军首次袭击伊朗。伊朗也强势回应,将果断反击报复。伊朗:打击8处美军设施当地时间28日,伊朗伊斯兰革命卫队表示,将以果断行动回应美方“侵略”。声明称,伊朗革命卫队海军和空军用导弹和无人机,摧毁了位于科威特阿里·萨利姆空军基地和位于巴林的美军第五舰队的8处美军重要...</p>\n\n<a href=\"https://www.gelonghui.com/p/5363910\">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/5d8050a52464b48dca57bb5cff7b2ff1","relate_stocks":{"SSO":"2倍做多标普500ETF-ProShares","SPYU":"MAX S&P 500 4X Leveraged ETN","DOG":"道指ETF-ProShares做空","DDM":"2倍做多道指ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".DJI":"道琼斯","VOO":"Vanguard标普500ETF",".IXIC":"NASDAQ Composite","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","YSPY":"GraniteShares YieldBOOST SPY ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SPYQ":"2倍做多SPY 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07:49","market":"hk","language":"zh","title":"昆仑芯正式启动科创板上市辅导,已于1月向港交所递交了主板上市申请","url":"https://stock-news.laohu8.com/highlight/detail?id=1148137234","media":"老虎资讯综合","summary":"中国国际金融担任辅导机构。","content":"<html><head></head><body><p>据证监会官网显示,昆仑芯(北京)科技股份有限公司正式启动上市辅导,中国国际金融担任辅导机构。此前,昆仑芯科技已于2026年1月向香港交易所递交了主板上市申请。</p><p>昆仑芯科技前身为 <a href=\"https://laohu8.com/S/BIDU\">百度</a> 智能芯片及架构部,百度(中国)有限公司直接持有其57.667%的股权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33c7b6b8bb579e1fd7ad3425f1b79598\" title=\"\" tg-width=\"1080\" tg-height=\"958\"/></p><p>百度美股夜盘拉升,一度大涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c2026ba5a1bc7459275e2d308b81712\" title=\"\" tg-width=\"1284\" tg-height=\"504\"/></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>昆仑芯正式启动科创板上市辅导,已于1月向港交所递交了主板上市申请</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昆仑芯正式启动科创板上市辅导,已于1月向港交所递交了主板上市申请\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\">2026-05-08 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据证监会官网显示,昆仑芯(北京)科技股份有限公司正式启动上市辅导,中国国际金融担任辅导机构。此前,昆仑芯科技已于2026年1月向香港交易所递交了主板上市申请。</p><p>昆仑芯科技前身为 <a href=\"https://laohu8.com/S/BIDU\">百度</a> 智能芯片及架构部,百度(中国)有限公司直接持有其57.667%的股权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33c7b6b8bb579e1fd7ad3425f1b79598\" title=\"\" tg-width=\"1080\" tg-height=\"958\"/></p><p>百度美股夜盘拉升,一度大涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c2026ba5a1bc7459275e2d308b81712\" title=\"\" tg-width=\"1284\" tg-height=\"504\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e40d34b0cfab404a6924dc778effb226","relate_stocks":{"KBDU":"2倍做多BIDU 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11:21","market":"us","language":"zh","title":"特朗普何时再次TACO?","url":"https://stock-news.laohu8.com/highlight/detail?id=2633824488","media":"华尔街见闻","summary":"野村策略师Craig Chan构建了一套\"TACO指标\",通过标普500、美债收益率与能源价格的Z-score合成读数,追踪特朗普政策反转的触发条件——历史三次样本显示,读数逼近3个标准差时,特朗普均选择让步。当前读数已从高位回落至1.7个标准差,市场压力暂未达临界区,但美伊僵局若持续,能源价格或成下一次政策转向的引爆点。","content":"<html><head></head><body><p>当特朗普的强硬政策或措辞把美股、美债收益率、能源价格推到足够极端的位置,市场就开始押注他会TACO,距离下一次TACO还需要条件?</p><p>据追风交易台,野村新加坡全球外汇策略Craig Chan在5月7日发布的研究中指出:“在三个值得关注的TACO案例中,当我们的指标达到约3.0个标准差或更高时,特朗普会TACO;Z-score越高,特朗普考虑TACO的压力越大。”</p><p>截至5月7日,这一TACO指标已经从5月5日的2.3个标准差降至1.7个标准差。触发变化的是伊朗相关表态后能源价格回落、<a href=\"https://laohu8.com/S/US10Y.BOND\">美国10年期国债收益率</a>下行,以及美股反弹。换句话说,市场压力暂时没到历史上几次“逼退”特朗普的强度。</p><p>这套框架里,最稳定的信号是美股,尤其是<a href=\"https://laohu8.com/S/161125\">标普500</a>;其次是10年期美债收益率。能源价格平时不是最核心变量,但在美伊冲突中已经被推到前台。<strong>若美伊僵局短期无解,油价和汽油价格继续上行,TACO读数才可能重新逼近临界区。</strong></p><h2 id=\"id_2825643309\">3个标准差附近,特朗普政策反转更容易出现</h2><p>这个指标盯的不是特朗普的发言频率,而是市场疼痛感。</p><p>框架选了三类资产:标普500、美国10年期国债收益率,以及能源价格,后者包括即期布伦特原油和美国汽油期货。逻辑很直接:美股下跌、长端美债收益率上行、能源价格上涨,都会被视为特朗普强硬政策或措辞制造的市场压力。</p><p>三次主要样本都发生在“特朗普2.0”时期,并且都伴随政策语气或行动的明显转向:</p><ul style=\"\"><li><p>2025年4月9日,“关税日”对等关税获得90天暂缓;</p></li><li><p>2025年10月12日,特朗普从对所有中国商品额外加征100%关税的威胁中退回;</p></li><li><p>2026年3月31日,特朗普暗示美国将在两到三周内退出伊朗。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/061f462f2399ec3aceb39872d400e027\" tg-width=\"1602\" tg-height=\"1288\"/></p><p>三次样本里,TACO指标在转向前后都出现了较极端读数。大致经验线是:接近或超过3个标准差,市场开始有足够压力让特朗普改变说法或动作。</p><h2 id=\"id_991987590\">关税冲击中,美股是最硬的信号</h2><p>2025年4月的关税事件,是这个框架最清晰的一次样本。</p><p>特朗普在4月2日宣布对等关税,随后又在4月9日美东时间凌晨12:01对部分国家实施更高关税。美股随即大幅下跌。当天中午12:18左右,特朗普批准对未采取报复行动、且面临10%以上额外关税的贸易伙伴给予90天暂缓,风险资产随后快速反弹。</p><p>转向前,标普500指标的Z-score在4月8日最高升至3.2个标准差,而此前10个交易日均值只有0.8个标准差。特朗普宣布暂缓后,该读数降至0.6个标准差。</p><p>10年期美债收益率也在当时发出压力信号,4月8日升至2.1个标准差。原因不只是关税本身,还包括市场对全球贸易和增长放缓的担忧,以及关于海外投资者减少美国资产组合敞口的讨论。</p><p>能源价格在这次样本里并不重要,相关Z-score在4月9日前为负。也就是说,这一次真正刺眼的是美股,其次才是美债收益率。</p><h2 id=\"id_2069133837\">关税威胁那次,标普单日跌幅足够刺眼</h2><p>第二次样本发生在2025年10月。</p><p>10月10日,特朗普宣布将自11月1日起对所有中国商品加征100%关税。市场立刻交易“新一轮贸易战”:标普500当天跌2.7%,为2025年4月10日以来最差单日表现。</p><p>这一次,标普500指标的Z-score从前五个交易日均值接近0,跳升到10月10日的3.1个标准差。10年期美债收益率已经提前反映压力,10月6日至10月10日五个交易日均值为1.9个标准差,10月6日高点为2.3个标准差。</p><p>能源价格仍然低迷,相关Z-score为负。框架给出的画面很简单:这不是油价逼人退让,而是美股对关税威胁的单日反应太剧烈。</p><p>10月12日,特朗普在社交平台上改口,<strong>称不必担心,事情会好起来。市场把这视作对100%额外关税威胁的撤回。</strong></p><h2 id=\"id_211370582\">伊朗冲突把能源价格推成主变量</h2><p>第三次TACO样本和前两次不一样。</p><p>美伊冲突始于2026年2月28日,随后能源价格飙升,美股下跌,美国长端收益率上行。冲突升级期间,特朗普曾威胁要“拿走伊朗的石油”,并提到若无法很快达成协议,将摧毁伊朗发电厂、油井、哈尔克岛,甚至可能包括海水淡化设施。</p><p>到3月30日,能源指标的Z-score升至3.9个标准差,明显高于美股和美债。同期标普500为2.4个标准差,10年期美债收益率为2.0个标准差。</p><p>这里的关键变化是霍尔木兹海峡。自美伊冲突爆发以来,霍尔木兹海峡大体处于关闭状态,能源价格成了整个市场压力的源头。油价和汽油价格持续上涨,最终压过了美股和美债信号。</p><p>3月31日,特朗普在白宫椭圆形办公室对记者表示,美国会很快离开,可能在两周内,也可能三周内。随后市场压力缓和,尤其体现在油价、汽油价格和美股上。TACO指标从3月30日的3.9个标准差降至4月17日的1.8个标准差。</p><h2 id=\"id_494298263\">现在的读数还不够,但伊朗风险没有消失</h2><p>进入5月后,压力又一度回升。</p><p><strong>TACO指标从4月17日的1.8个标准差,上升到4月29日的2.5个标准差,并在5月5日前后维持高位,5月5日为2.3个标准差。</strong>随后,伊朗停火的表态,以及特朗普称战争有“很大机会”结束,带动能源价格回落、美债收益率下行、美股走高。到5月7日,读数降至1.7个标准差。</p><p><strong>这个位置离历史上的3个标准差临界区还有距离。若按前三次样本推断,市场还需要至少几个交易日的显著压力,才会让TACO信号重新变得醒目。</strong></p><p>但风险并没有被消除。美伊僵局如果短期无法解决,仍处高位的能源价格继续上涨,可能带来更广泛的市场传染:油价推升通胀担忧,汽油价格增加政治压力,美股和美债再度跟随反应。届时,能源会继续是这轮TACO交易的核心变量。</p><h2 id=\"id_557211616\">这不是自动交易按钮,误报来自非特朗普因素</h2><p>这个框架有一个边界:不是所有市场大跌都来自特朗普政策或措辞。</p><p>2025年8月1日,标普500指标曾升至2.8个标准差,但主因是市场担忧美国宏观前景,包括7月就业数据弱于预期,以及特朗普针对特定贸易伙伴的关税税率将在8月7日生效。</p><p>2025年11月18日,标普500指标也升至2.5个标准差,原因是AI估值修正。</p><p>这两类压力和“特朗普强硬动作直接导致市场波动”不同。TACO交易真正要抓的是政策制造的市场痛点,而不是所有高波动都机械地归因于白宫。眼下这轮美伊冲突里,若要判断特朗普是否会再次退让,最该盯的不是一句新的表态,而是能源价格能否把总读数重新推向3个标准差附近。</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>特朗普何时再次TACO?</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特朗普何时再次TACO?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-08 11:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当特朗普的强硬政策或措辞把美股、美债收益率、能源价格推到足够极端的位置,市场就开始押注他会TACO,距离下一次TACO还需要条件?</p><p>据追风交易台,野村新加坡全球外汇策略Craig Chan在5月7日发布的研究中指出:“在三个值得关注的TACO案例中,当我们的指标达到约3.0个标准差或更高时,特朗普会TACO;Z-score越高,特朗普考虑TACO的压力越大。”</p><p>截至5月7日,这一TACO指标已经从5月5日的2.3个标准差降至1.7个标准差。触发变化的是伊朗相关表态后能源价格回落、<a href=\"https://laohu8.com/S/US10Y.BOND\">美国10年期国债收益率</a>下行,以及美股反弹。换句话说,市场压力暂时没到历史上几次“逼退”特朗普的强度。</p><p>这套框架里,最稳定的信号是美股,尤其是<a href=\"https://laohu8.com/S/161125\">标普500</a>;其次是10年期美债收益率。能源价格平时不是最核心变量,但在美伊冲突中已经被推到前台。<strong>若美伊僵局短期无解,油价和汽油价格继续上行,TACO读数才可能重新逼近临界区。</strong></p><h2 id=\"id_2825643309\">3个标准差附近,特朗普政策反转更容易出现</h2><p>这个指标盯的不是特朗普的发言频率,而是市场疼痛感。</p><p>框架选了三类资产:标普500、美国10年期国债收益率,以及能源价格,后者包括即期布伦特原油和美国汽油期货。逻辑很直接:美股下跌、长端美债收益率上行、能源价格上涨,都会被视为特朗普强硬政策或措辞制造的市场压力。</p><p>三次主要样本都发生在“特朗普2.0”时期,并且都伴随政策语气或行动的明显转向:</p><ul style=\"\"><li><p>2025年4月9日,“关税日”对等关税获得90天暂缓;</p></li><li><p>2025年10月12日,特朗普从对所有中国商品额外加征100%关税的威胁中退回;</p></li><li><p>2026年3月31日,特朗普暗示美国将在两到三周内退出伊朗。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/061f462f2399ec3aceb39872d400e027\" tg-width=\"1602\" tg-height=\"1288\"/></p><p>三次样本里,TACO指标在转向前后都出现了较极端读数。大致经验线是:接近或超过3个标准差,市场开始有足够压力让特朗普改变说法或动作。</p><h2 id=\"id_991987590\">关税冲击中,美股是最硬的信号</h2><p>2025年4月的关税事件,是这个框架最清晰的一次样本。</p><p>特朗普在4月2日宣布对等关税,随后又在4月9日美东时间凌晨12:01对部分国家实施更高关税。美股随即大幅下跌。当天中午12:18左右,特朗普批准对未采取报复行动、且面临10%以上额外关税的贸易伙伴给予90天暂缓,风险资产随后快速反弹。</p><p>转向前,标普500指标的Z-score在4月8日最高升至3.2个标准差,而此前10个交易日均值只有0.8个标准差。特朗普宣布暂缓后,该读数降至0.6个标准差。</p><p>10年期美债收益率也在当时发出压力信号,4月8日升至2.1个标准差。原因不只是关税本身,还包括市场对全球贸易和增长放缓的担忧,以及关于海外投资者减少美国资产组合敞口的讨论。</p><p>能源价格在这次样本里并不重要,相关Z-score在4月9日前为负。也就是说,这一次真正刺眼的是美股,其次才是美债收益率。</p><h2 id=\"id_2069133837\">关税威胁那次,标普单日跌幅足够刺眼</h2><p>第二次样本发生在2025年10月。</p><p>10月10日,特朗普宣布将自11月1日起对所有中国商品加征100%关税。市场立刻交易“新一轮贸易战”:标普500当天跌2.7%,为2025年4月10日以来最差单日表现。</p><p>这一次,标普500指标的Z-score从前五个交易日均值接近0,跳升到10月10日的3.1个标准差。10年期美债收益率已经提前反映压力,10月6日至10月10日五个交易日均值为1.9个标准差,10月6日高点为2.3个标准差。</p><p>能源价格仍然低迷,相关Z-score为负。框架给出的画面很简单:这不是油价逼人退让,而是美股对关税威胁的单日反应太剧烈。</p><p>10月12日,特朗普在社交平台上改口,<strong>称不必担心,事情会好起来。市场把这视作对100%额外关税威胁的撤回。</strong></p><h2 id=\"id_211370582\">伊朗冲突把能源价格推成主变量</h2><p>第三次TACO样本和前两次不一样。</p><p>美伊冲突始于2026年2月28日,随后能源价格飙升,美股下跌,美国长端收益率上行。冲突升级期间,特朗普曾威胁要“拿走伊朗的石油”,并提到若无法很快达成协议,将摧毁伊朗发电厂、油井、哈尔克岛,甚至可能包括海水淡化设施。</p><p>到3月30日,能源指标的Z-score升至3.9个标准差,明显高于美股和美债。同期标普500为2.4个标准差,10年期美债收益率为2.0个标准差。</p><p>这里的关键变化是霍尔木兹海峡。自美伊冲突爆发以来,霍尔木兹海峡大体处于关闭状态,能源价格成了整个市场压力的源头。油价和汽油价格持续上涨,最终压过了美股和美债信号。</p><p>3月31日,特朗普在白宫椭圆形办公室对记者表示,美国会很快离开,可能在两周内,也可能三周内。随后市场压力缓和,尤其体现在油价、汽油价格和美股上。TACO指标从3月30日的3.9个标准差降至4月17日的1.8个标准差。</p><h2 id=\"id_494298263\">现在的读数还不够,但伊朗风险没有消失</h2><p>进入5月后,压力又一度回升。</p><p><strong>TACO指标从4月17日的1.8个标准差,上升到4月29日的2.5个标准差,并在5月5日前后维持高位,5月5日为2.3个标准差。</strong>随后,伊朗停火的表态,以及特朗普称战争有“很大机会”结束,带动能源价格回落、美债收益率下行、美股走高。到5月7日,读数降至1.7个标准差。</p><p><strong>这个位置离历史上的3个标准差临界区还有距离。若按前三次样本推断,市场还需要至少几个交易日的显著压力,才会让TACO信号重新变得醒目。</strong></p><p>但风险并没有被消除。美伊僵局如果短期无法解决,仍处高位的能源价格继续上涨,可能带来更广泛的市场传染:油价推升通胀担忧,汽油价格增加政治压力,美股和美债再度跟随反应。届时,能源会继续是这轮TACO交易的核心变量。</p><h2 id=\"id_557211616\">这不是自动交易按钮,误报来自非特朗普因素</h2><p>这个框架有一个边界:不是所有市场大跌都来自特朗普政策或措辞。</p><p>2025年8月1日,标普500指标曾升至2.8个标准差,但主因是市场担忧美国宏观前景,包括7月就业数据弱于预期,以及特朗普针对特定贸易伙伴的关税税率将在8月7日生效。</p><p>2025年11月18日,标普500指标也升至2.5个标准差,原因是AI估值修正。</p><p>这两类压力和“特朗普强硬动作直接导致市场波动”不同。TACO交易真正要抓的是政策制造的市场痛点,而不是所有高波动都机械地归因于白宫。眼下这轮美伊冲突里,若要判断特朗普是否会再次退让,最该盯的不是一句新的表态,而是能源价格能否把总读数重新推向3个标准差附近。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b755a2eae34785715780776083f3ce06","relate_stocks":{"BK4209":"餐馆","TACO":"BERTO ACQUISITION CORP"},"source_url":"https://wallstreetcn.com/articles/3771809","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633824488","content_text":"当特朗普的强硬政策或措辞把美股、美债收益率、能源价格推到足够极端的位置,市场就开始押注他会TACO,距离下一次TACO还需要条件?据追风交易台,野村新加坡全球外汇策略Craig Chan在5月7日发布的研究中指出:“在三个值得关注的TACO案例中,当我们的指标达到约3.0个标准差或更高时,特朗普会TACO;Z-score越高,特朗普考虑TACO的压力越大。”截至5月7日,这一TACO指标已经从5月5日的2.3个标准差降至1.7个标准差。触发变化的是伊朗相关表态后能源价格回落、美国10年期国债收益率下行,以及美股反弹。换句话说,市场压力暂时没到历史上几次“逼退”特朗普的强度。这套框架里,最稳定的信号是美股,尤其是标普500;其次是10年期美债收益率。能源价格平时不是最核心变量,但在美伊冲突中已经被推到前台。若美伊僵局短期无解,油价和汽油价格继续上行,TACO读数才可能重新逼近临界区。3个标准差附近,特朗普政策反转更容易出现这个指标盯的不是特朗普的发言频率,而是市场疼痛感。框架选了三类资产:标普500、美国10年期国债收益率,以及能源价格,后者包括即期布伦特原油和美国汽油期货。逻辑很直接:美股下跌、长端美债收益率上行、能源价格上涨,都会被视为特朗普强硬政策或措辞制造的市场压力。三次主要样本都发生在“特朗普2.0”时期,并且都伴随政策语气或行动的明显转向:2025年4月9日,“关税日”对等关税获得90天暂缓;2025年10月12日,特朗普从对所有中国商品额外加征100%关税的威胁中退回;2026年3月31日,特朗普暗示美国将在两到三周内退出伊朗。三次样本里,TACO指标在转向前后都出现了较极端读数。大致经验线是:接近或超过3个标准差,市场开始有足够压力让特朗普改变说法或动作。关税冲击中,美股是最硬的信号2025年4月的关税事件,是这个框架最清晰的一次样本。特朗普在4月2日宣布对等关税,随后又在4月9日美东时间凌晨12:01对部分国家实施更高关税。美股随即大幅下跌。当天中午12:18左右,特朗普批准对未采取报复行动、且面临10%以上额外关税的贸易伙伴给予90天暂缓,风险资产随后快速反弹。转向前,标普500指标的Z-score在4月8日最高升至3.2个标准差,而此前10个交易日均值只有0.8个标准差。特朗普宣布暂缓后,该读数降至0.6个标准差。10年期美债收益率也在当时发出压力信号,4月8日升至2.1个标准差。原因不只是关税本身,还包括市场对全球贸易和增长放缓的担忧,以及关于海外投资者减少美国资产组合敞口的讨论。能源价格在这次样本里并不重要,相关Z-score在4月9日前为负。也就是说,这一次真正刺眼的是美股,其次才是美债收益率。关税威胁那次,标普单日跌幅足够刺眼第二次样本发生在2025年10月。10月10日,特朗普宣布将自11月1日起对所有中国商品加征100%关税。市场立刻交易“新一轮贸易战”:标普500当天跌2.7%,为2025年4月10日以来最差单日表现。这一次,标普500指标的Z-score从前五个交易日均值接近0,跳升到10月10日的3.1个标准差。10年期美债收益率已经提前反映压力,10月6日至10月10日五个交易日均值为1.9个标准差,10月6日高点为2.3个标准差。能源价格仍然低迷,相关Z-score为负。框架给出的画面很简单:这不是油价逼人退让,而是美股对关税威胁的单日反应太剧烈。10月12日,特朗普在社交平台上改口,称不必担心,事情会好起来。市场把这视作对100%额外关税威胁的撤回。伊朗冲突把能源价格推成主变量第三次TACO样本和前两次不一样。美伊冲突始于2026年2月28日,随后能源价格飙升,美股下跌,美国长端收益率上行。冲突升级期间,特朗普曾威胁要“拿走伊朗的石油”,并提到若无法很快达成协议,将摧毁伊朗发电厂、油井、哈尔克岛,甚至可能包括海水淡化设施。到3月30日,能源指标的Z-score升至3.9个标准差,明显高于美股和美债。同期标普500为2.4个标准差,10年期美债收益率为2.0个标准差。这里的关键变化是霍尔木兹海峡。自美伊冲突爆发以来,霍尔木兹海峡大体处于关闭状态,能源价格成了整个市场压力的源头。油价和汽油价格持续上涨,最终压过了美股和美债信号。3月31日,特朗普在白宫椭圆形办公室对记者表示,美国会很快离开,可能在两周内,也可能三周内。随后市场压力缓和,尤其体现在油价、汽油价格和美股上。TACO指标从3月30日的3.9个标准差降至4月17日的1.8个标准差。现在的读数还不够,但伊朗风险没有消失进入5月后,压力又一度回升。TACO指标从4月17日的1.8个标准差,上升到4月29日的2.5个标准差,并在5月5日前后维持高位,5月5日为2.3个标准差。随后,伊朗停火的表态,以及特朗普称战争有“很大机会”结束,带动能源价格回落、美债收益率下行、美股走高。到5月7日,读数降至1.7个标准差。这个位置离历史上的3个标准差临界区还有距离。若按前三次样本推断,市场还需要至少几个交易日的显著压力,才会让TACO信号重新变得醒目。但风险并没有被消除。美伊僵局如果短期无法解决,仍处高位的能源价格继续上涨,可能带来更广泛的市场传染:油价推升通胀担忧,汽油价格增加政治压力,美股和美债再度跟随反应。届时,能源会继续是这轮TACO交易的核心变量。这不是自动交易按钮,误报来自非特朗普因素这个框架有一个边界:不是所有市场大跌都来自特朗普政策或措辞。2025年8月1日,标普500指标曾升至2.8个标准差,但主因是市场担忧美国宏观前景,包括7月就业数据弱于预期,以及特朗普针对特定贸易伙伴的关税税率将在8月7日生效。2025年11月18日,标普500指标也升至2.5个标准差,原因是AI估值修正。这两类压力和“特朗普强硬动作直接导致市场波动”不同。TACO交易真正要抓的是政策制造的市场痛点,而不是所有高波动都机械地归因于白宫。眼下这轮美伊冲突里,若要判断特朗普是否会再次退让,最该盯的不是一句新的表态,而是能源价格能否把总读数重新推向3个标准差附近。","news_type":1,"symbols_score_info":{"TACO":1.5}},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561347974525504,"gmtCreate":1778079643071,"gmtModify":1778081123115,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"有那个胆量吗?专门为伊朗人和伊斯兰粉、伊朗二台定制的消息?","listText":"有那个胆量吗?专门为伊朗人和伊斯兰粉、伊朗二台定制的消息?","text":"有那个胆量吗?专门为伊朗人和伊斯兰粉、伊朗二台定制的消息?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561347974525504","repostId":"1196655337","repostType":4,"repost":{"id":"1196655337","kind":"news","pubTimestamp":1778073991,"share":"https://www.laohu8.com/m/news/1196655337?lang=zh_CN&edition=full","pubTime":"2026-05-06 21:26","market":"us","language":"zh","title":"伊朗议会发言人:若美方不作出必要让步,伊朗已准备好开火","url":"https://stock-news.laohu8.com/highlight/detail?id=1196655337","media":"央视新闻客户端","summary":"当地时间6日,伊朗议会国家安全与外交政策委员会发言人易卜拉欣·雷扎伊在社交媒体上发文称,美方此前在美国阿克西奥斯新闻网的多项表态,“是美国人的愿望清单,而非现实,美国人在面对面谈判中得不到的东西,在一场失败的战争中也得不到”。雷扎伊还表示,如果美方不作出必要的让步,伊朗已准备好开火。报道说,美方预计伊朗将在48小时内对几个关键点作出回应。","content":"<html><head></head><body><p>当地时间6日,伊朗议会国家安全与外交政策委员会发言人易卜拉欣·雷扎伊在社交媒体上发文称,美方此前在美国阿克西奥斯新闻网(Axios)的多项表态,“是美国人的愿望清单,而非现实,美国人在面对面谈判中得不到的东西,在一场失败的战争中也得不到”。</p><p>雷扎伊还表示,如果美方不作出必要的让步,伊朗已准备好开火。</p><p>6日,据美国阿克西奥斯新闻网报道,两名美国官员及另外两名知情人士透露,特朗普政府认为,与伊朗接近达成一份一页的谅解备忘录。该备忘录旨在结束战争,并为更详细的核问题谈判设定框架。</p><p>报道说,美方预计伊朗将在48小时内对几个关键点作出回应。目前双方尚未达成任何协议,但消息人士称,这是自美伊战事爆发以来各方最接近达成协议的一次。(总台记者 陆隽弘 李健南)</p></body></html>","source":"lsy1568181200495","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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href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=3738310826647606391&toc_style_id=feeds_default&track_id=9887238E-5DD5-4DBC-ABA1-433815307FBF_799766672213&share_to=copy_url><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间6日,伊朗议会国家安全与外交政策委员会发言人易卜拉欣·雷扎伊在社交媒体上发文称,美方此前在美国阿克西奥斯新闻网(Axios)的多项表态,“是美国人的愿望清单,而非现实,美国人在面对面谈判中得不到的东西,在一场失败的战争中也得不到”。雷扎伊还表示,如果美方不作出必要的让步,伊朗已准备好开火。6日,据美国阿克西奥斯新闻网报道,两名美国官员及另外两名知情人士透露,特朗普政府认为,与伊朗接近达成...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=3738310826647606391&toc_style_id=feeds_default&track_id=9887238E-5DD5-4DBC-ABA1-433815307FBF_799766672213&share_to=copy_url\">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/ba49f4a75f201401b3f862564b4e8295","relate_stocks":{},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=3738310826647606391&toc_style_id=feeds_default&track_id=9887238E-5DD5-4DBC-ABA1-433815307FBF_799766672213&share_to=copy_url","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196655337","content_text":"当地时间6日,伊朗议会国家安全与外交政策委员会发言人易卜拉欣·雷扎伊在社交媒体上发文称,美方此前在美国阿克西奥斯新闻网(Axios)的多项表态,“是美国人的愿望清单,而非现实,美国人在面对面谈判中得不到的东西,在一场失败的战争中也得不到”。雷扎伊还表示,如果美方不作出必要的让步,伊朗已准备好开火。6日,据美国阿克西奥斯新闻网报道,两名美国官员及另外两名知情人士透露,特朗普政府认为,与伊朗接近达成一份一页的谅解备忘录。该备忘录旨在结束战争,并为更详细的核问题谈判设定框架。报道说,美方预计伊朗将在48小时内对几个关键点作出回应。目前双方尚未达成任何协议,但消息人士称,这是自美伊战事爆发以来各方最接近达成协议的一次。(总台记者 陆隽弘 李健南)","news_type":1,"symbols_score_info":{"QMmain":2,"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556288919344688,"gmtCreate":1776841237931,"gmtModify":1776841239890,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 又有不信邪的韭菜进来了,让你疯狂一段时间,过些时再来看戏!","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 又有不信邪的韭菜进来了,让你疯狂一段时间,过些时再来看戏!","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 又有不信邪的韭菜进来了,让你疯狂一段时间,过些时再来看戏!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556288919344688","isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103686842895780","authorId":"4103686842895780","name":"取好好听的名字","avatar":"https://static.tigerbbs.com/ed43cfb9e8dc4586be87bda011d590ca","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4103686842895780","idStr":"4103686842895780"},"content":"韭菜才是股市里的衣食父母","text":"韭菜才是股市里的衣食父母","html":"韭菜才是股市里的衣食父母"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553329165620920,"gmtCreate":1776124726736,"gmtModify":1776124728468,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 远离毒品,远离假药,停止赌博就不会被割","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 远离毒品,远离假药,停止赌博就不会被割","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 远离毒品,远离假药,停止赌博就不会被割","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/553329165620920","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580734202414211","authorId":"3580734202414211","name":"ygagg1012","avatar":"https://static.tigerbbs.com/fcb424ce3491780be0df6ce7e79ace0a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3580734202414211","idStr":"3580734202414211"},"content":"据纳斯达克(Nasdaq)官方发布的 Regulation SHO阈值证券名单(2026年4月2日更新),FFAI(Faraday Future Intelligent Electric Inc.)目前正在该名单上。","text":"据纳斯达克(Nasdaq)官方发布的 Regulation SHO阈值证券名单(2026年4月2日更新),FFAI(Faraday 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552156390744184","isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":550762429415680,"gmtCreate":1775485296045,"gmtModify":1775485298473,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"娶九个老婆去了?","listText":"娶九个老婆去了?","text":"娶九个老婆去了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550762429415680","repostId":"1189734471","repostType":2,"repost":{"id":"1189734471","kind":"news","pubTimestamp":1775461496,"share":"https://www.laohu8.com/m/news/1189734471?lang=zh_CN&edition=full","pubTime":"2026-04-06 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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伊朗伊斯兰革命卫队情报机构领导人在美以袭击中身亡\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-06 15:44 北京时间 <a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=17790768386010205503&toc_style_id=feeds_default&track_id=BECB3E1A-691C-447C-8A89-2534E7642858_797154234954&share_to=copy_url><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间6日,据伊朗方面消息,伊朗伊斯兰革命卫队情报机构的领导人赛义德·马吉德·哈德米,于当日凌晨在美以袭击中死亡。(总台记者 李健南 张卓雅)</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=17790768386010205503&toc_style_id=feeds_default&track_id=BECB3E1A-691C-447C-8A89-2534E7642858_797154234954&share_to=copy_url\">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/9b720b4e54d2b0cef2a4a83c91218bc2","relate_stocks":{"USO":"美国原油ETF"},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=17790768386010205503&toc_style_id=feeds_default&track_id=BECB3E1A-691C-447C-8A89-2534E7642858_797154234954&share_to=copy_url","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189734471","content_text":"当地时间6日,据伊朗方面消息,伊朗伊斯兰革命卫队情报机构的领导人赛义德·马吉德·哈德米,于当日凌晨在美以袭击中死亡。(总台记者 李健南 张卓雅)","news_type":1,"symbols_score_info":{"USO":2,"CLmain":2,"QMmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546036550100048,"gmtCreate":1774319069094,"gmtModify":1774319071412,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"99%概率,川普家族就是利用操纵股市牟利!","listText":"99%概率,川普家族就是利用操纵股市牟利!","text":"99%概率,川普家族就是利用操纵股市牟利!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546036550100048","repostId":"2621036632","repostType":4,"repost":{"id":"2621036632","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1774313788,"share":"https://www.laohu8.com/m/news/2621036632?lang=zh_CN&edition=full","pubTime":"2026-03-24 08:56","market":"sh","language":"zh","title":"又现内幕交易?特朗普“TACO”前15分钟,原油期货交易量激增","url":"https://stock-news.laohu8.com/highlight/detail?id=2621036632","media":"华尔街见闻","summary":"特朗普发帖宣称美伊谈判\"富有成效\"的15分钟前,原油市场突现5.8亿美元大额抛售,随后油价应声大跌、美股期货跳涨。异常的时机令多家对冲基金直呼\"有人刚赚了一大笔钱\"。白宫否认内幕交易,伊朗方面随后却称消息纯属\"假新闻\",一场真假难辨的信息战背后,市场信息不对称的隐忧持续发酵。","content":"<html><head></head><body><blockquote><p>特朗普发帖宣称美伊谈判"富有成效"的15分钟前,原油市场突现5.8亿美元大额抛售,随后油价应声大跌、美股期货跳涨。异常的时机令多家对冲基金直呼"有人刚赚了一大笔钱"。白宫否认内幕交易,伊朗方面随后却称消息纯属"假新闻",一场真假难辨的信息战背后,市场信息不对称的隐忧持续发酵。</p></blockquote><p>在特朗普发布伊朗谈判帖文前约15分钟,原油市场出现一笔名义价值高达5.8亿美元的大额交易,引发市场对内幕交易的强烈质疑。</p><p>据英国《金融时报》报道,<strong>周一纽约时间上午6时49分至6时50分,约6200份布伦特原油和西德克萨斯中质原油(WTI)期货合约在短短一分钟内易手,名义价值约5.8亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d5a83e49b5e384690213c1bc6b76493\" title=\"\" tg-width=\"1321\" tg-height=\"740\"/></p><p>同一时间,<a href=\"https://laohu8.com/S/161125\">标普500</a>迷你期货交易量出现突然飙升,打破了此前盘前交易的平淡局面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfe7ac13f192f465dc79746a92c84495\" title=\"\" tg-width=\"1320\" tg-height=\"753\"/></p><p>仅仅15分钟后,特朗普在其社交媒体平台Truth Social发文称,美伊双方近日已进行"富有成效的对话",随即引发全球能源市场大幅抛售,标普500股指期货和欧洲股市同步跳涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/885da34bd595c9ccbdbdb53e78f27bab\" tg-width=\"840\" tg-height=\"750\"/></p><p>这一异常交易时机令多家对冲基金感到不安。多位业内人士表示,这已是近几个月来美国政府官方公告发布前出现大额异常交易的又一案例,市场对信息泄露的担忧情绪持续升温。</p><h2 id=\"id_2660759289\">交易时机高度可疑,市场人士直指异常</h2><p>根据《金融时报》基于彭博数据的测算,上述约6200份布伦特和WTI期货合约的交易集中发生在6时50分前27秒,随后标普500股指期货价格也在数秒内出现跳升,成交量同步显著放大。</p><p>特朗普于7时04分发布帖文,宣称美伊之间已有"富有成效的对话",消息触发全球能源市场急剧下跌,投资者纷纷削减对持续冲突的押注。</p><p>多位市场人士对这一时机表示高度警惕。一位在美国某券商任职的市场策略师表示:<strong>“很难证明因果关系……但你不得不想,究竟是谁会在特朗普发帖前15分钟如此积极地卖出期货合约?”</strong></p><p>一位拥有25年市场经验的对冲基金组合经理措辞更为直接:“从我观察市场的直觉来看,这实属异常。周一早上没有重要数据,也没有值得抢跑的美联储官员讲话,对于一个没有事件风险的交易日而言,这是一笔异常大的交易……有人刚刚赚了一大笔钱。”</p><p>能源咨询机构Energy Aspects衍生品主管Tim Skirrow则持相对审慎的态度。他表示,该时段布伦特和WTI的成交量“高于通常预期,但也并非过度异常”,并补充称近几周布伦特期货和期权市场已出现基金的“大规模资金流入”,“鉴于价格反应,几乎所有人都是多头,这几乎是引发如此剧烈波动的必要前提。”</p><h2 id=\"id_296539759\">白宫否认不当行为,伊朗随后否认谈判</h2><p>面对外界质疑,白宫发言人Kush Desai予以否认。<strong>他表示:“白宫不容忍任何政府官员利用内幕信息非法牟利,任何在没有证据的情况下暗示官员从事此类活动的说法,都是毫无根据且不负责任的报道。”</strong></p><p>事件并未就此平息。周一晚些时候,据新华社,卡利巴夫23日周一在社交媒体发文,否认已经与美国举行谈判,称这是用于操纵金融和石油市场的“假消息”。</p><p>这一系列事件令市场对信息不对称的担忧进一步加剧。多家对冲基金指出,近几个月来,在美国政府官方公告发布前出现大额交易已非孤例,能源顾问也注意到数笔时机异常的大宗交易。一位大型对冲基金交易员表示,这种连续出现的异常交易已在投资者中造成“相当程度的挫败感”。</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>又现内幕交易?特朗普“TACO”前15分钟,原油期货交易量激增</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; 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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又现内幕交易?特朗普“TACO”前15分钟,原油期货交易量激增\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-24 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>特朗普发帖宣称美伊谈判"富有成效"的15分钟前,原油市场突现5.8亿美元大额抛售,随后油价应声大跌、美股期货跳涨。异常的时机令多家对冲基金直呼"有人刚赚了一大笔钱"。白宫否认内幕交易,伊朗方面随后却称消息纯属"假新闻",一场真假难辨的信息战背后,市场信息不对称的隐忧持续发酵。</p></blockquote><p>在特朗普发布伊朗谈判帖文前约15分钟,原油市场出现一笔名义价值高达5.8亿美元的大额交易,引发市场对内幕交易的强烈质疑。</p><p>据英国《金融时报》报道,<strong>周一纽约时间上午6时49分至6时50分,约6200份布伦特原油和西德克萨斯中质原油(WTI)期货合约在短短一分钟内易手,名义价值约5.8亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d5a83e49b5e384690213c1bc6b76493\" title=\"\" tg-width=\"1321\" tg-height=\"740\"/></p><p>同一时间,<a href=\"https://laohu8.com/S/161125\">标普500</a>迷你期货交易量出现突然飙升,打破了此前盘前交易的平淡局面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfe7ac13f192f465dc79746a92c84495\" title=\"\" tg-width=\"1320\" tg-height=\"753\"/></p><p>仅仅15分钟后,特朗普在其社交媒体平台Truth Social发文称,美伊双方近日已进行"富有成效的对话",随即引发全球能源市场大幅抛售,标普500股指期货和欧洲股市同步跳涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/885da34bd595c9ccbdbdb53e78f27bab\" tg-width=\"840\" tg-height=\"750\"/></p><p>这一异常交易时机令多家对冲基金感到不安。多位业内人士表示,这已是近几个月来美国政府官方公告发布前出现大额异常交易的又一案例,市场对信息泄露的担忧情绪持续升温。</p><h2 id=\"id_2660759289\">交易时机高度可疑,市场人士直指异常</h2><p>根据《金融时报》基于彭博数据的测算,上述约6200份布伦特和WTI期货合约的交易集中发生在6时50分前27秒,随后标普500股指期货价格也在数秒内出现跳升,成交量同步显著放大。</p><p>特朗普于7时04分发布帖文,宣称美伊之间已有"富有成效的对话",消息触发全球能源市场急剧下跌,投资者纷纷削减对持续冲突的押注。</p><p>多位市场人士对这一时机表示高度警惕。一位在美国某券商任职的市场策略师表示:<strong>“很难证明因果关系……但你不得不想,究竟是谁会在特朗普发帖前15分钟如此积极地卖出期货合约?”</strong></p><p>一位拥有25年市场经验的对冲基金组合经理措辞更为直接:“从我观察市场的直觉来看,这实属异常。周一早上没有重要数据,也没有值得抢跑的美联储官员讲话,对于一个没有事件风险的交易日而言,这是一笔异常大的交易……有人刚刚赚了一大笔钱。”</p><p>能源咨询机构Energy Aspects衍生品主管Tim Skirrow则持相对审慎的态度。他表示,该时段布伦特和WTI的成交量“高于通常预期,但也并非过度异常”,并补充称近几周布伦特期货和期权市场已出现基金的“大规模资金流入”,“鉴于价格反应,几乎所有人都是多头,这几乎是引发如此剧烈波动的必要前提。”</p><h2 id=\"id_296539759\">白宫否认不当行为,伊朗随后否认谈判</h2><p>面对外界质疑,白宫发言人Kush Desai予以否认。<strong>他表示:“白宫不容忍任何政府官员利用内幕信息非法牟利,任何在没有证据的情况下暗示官员从事此类活动的说法,都是毫无根据且不负责任的报道。”</strong></p><p>事件并未就此平息。周一晚些时候,据新华社,卡利巴夫23日周一在社交媒体发文,否认已经与美国举行谈判,称这是用于操纵金融和石油市场的“假消息”。</p><p>这一系列事件令市场对信息不对称的担忧进一步加剧。多家对冲基金指出,近几个月来,在美国政府官方公告发布前出现大额交易已非孤例,能源顾问也注意到数笔时机异常的大宗交易。一位大型对冲基金交易员表示,这种连续出现的异常交易已在投资者中造成“相当程度的挫败感”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef375710aa7a4298de56c8827d8139df","relate_stocks":{"BK4209":"餐馆"},"source_url":"https://wallstreetcn.com/articles/3768214","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2621036632","content_text":"特朗普发帖宣称美伊谈判\"富有成效\"的15分钟前,原油市场突现5.8亿美元大额抛售,随后油价应声大跌、美股期货跳涨。异常的时机令多家对冲基金直呼\"有人刚赚了一大笔钱\"。白宫否认内幕交易,伊朗方面随后却称消息纯属\"假新闻\",一场真假难辨的信息战背后,市场信息不对称的隐忧持续发酵。在特朗普发布伊朗谈判帖文前约15分钟,原油市场出现一笔名义价值高达5.8亿美元的大额交易,引发市场对内幕交易的强烈质疑。据英国《金融时报》报道,周一纽约时间上午6时49分至6时50分,约6200份布伦特原油和西德克萨斯中质原油(WTI)期货合约在短短一分钟内易手,名义价值约5.8亿美元。同一时间,标普500迷你期货交易量出现突然飙升,打破了此前盘前交易的平淡局面。仅仅15分钟后,特朗普在其社交媒体平台Truth Social发文称,美伊双方近日已进行\"富有成效的对话\",随即引发全球能源市场大幅抛售,标普500股指期货和欧洲股市同步跳涨。这一异常交易时机令多家对冲基金感到不安。多位业内人士表示,这已是近几个月来美国政府官方公告发布前出现大额异常交易的又一案例,市场对信息泄露的担忧情绪持续升温。交易时机高度可疑,市场人士直指异常根据《金融时报》基于彭博数据的测算,上述约6200份布伦特和WTI期货合约的交易集中发生在6时50分前27秒,随后标普500股指期货价格也在数秒内出现跳升,成交量同步显著放大。特朗普于7时04分发布帖文,宣称美伊之间已有\"富有成效的对话\",消息触发全球能源市场急剧下跌,投资者纷纷削减对持续冲突的押注。多位市场人士对这一时机表示高度警惕。一位在美国某券商任职的市场策略师表示:“很难证明因果关系……但你不得不想,究竟是谁会在特朗普发帖前15分钟如此积极地卖出期货合约?”一位拥有25年市场经验的对冲基金组合经理措辞更为直接:“从我观察市场的直觉来看,这实属异常。周一早上没有重要数据,也没有值得抢跑的美联储官员讲话,对于一个没有事件风险的交易日而言,这是一笔异常大的交易……有人刚刚赚了一大笔钱。”能源咨询机构Energy Aspects衍生品主管Tim Skirrow则持相对审慎的态度。他表示,该时段布伦特和WTI的成交量“高于通常预期,但也并非过度异常”,并补充称近几周布伦特期货和期权市场已出现基金的“大规模资金流入”,“鉴于价格反应,几乎所有人都是多头,这几乎是引发如此剧烈波动的必要前提。”白宫否认不当行为,伊朗随后否认谈判面对外界质疑,白宫发言人Kush Desai予以否认。他表示:“白宫不容忍任何政府官员利用内幕信息非法牟利,任何在没有证据的情况下暗示官员从事此类活动的说法,都是毫无根据且不负责任的报道。”事件并未就此平息。周一晚些时候,据新华社,卡利巴夫23日周一在社交媒体发文,否认已经与美国举行谈判,称这是用于操纵金融和石油市场的“假消息”。这一系列事件令市场对信息不对称的担忧进一步加剧。多家对冲基金指出,近几个月来,在美国政府官方公告发布前出现大额交易已非孤例,能源顾问也注意到数笔时机异常的大宗交易。一位大型对冲基金交易员表示,这种连续出现的异常交易已在投资者中造成“相当程度的挫败感”。","news_type":1,"symbols_score_info":{"CLmain":1.5}},"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543771106616080,"gmtCreate":1773782113343,"gmtModify":1773782116454,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 一次受骗是运气,反复受骗得看看脑科","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 一次受骗是运气,反复受骗得看看脑科","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 一次受骗是运气,反复受骗得看看脑科","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543771106616080","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534307751053000,"gmtCreate":1771465349801,"gmtModify":1771466520771,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 它刚保证不增发股本就1.6亿变2亿,还有傻子信骗子。 它知道有万分之一的人是傻子,它就能继续骗。","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 它刚保证不增发股本就1.6亿变2亿,还有傻子信骗子。 它知道有万分之一的人是傻子,它就能继续骗。","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 它刚保证不增发股本就1.6亿变2亿,还有傻子信骗子。 它知道有万分之一的人是傻子,它就能继续骗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/534307751053000","isVote":1,"tweetType":1,"viewCount":6264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4139662437151780","authorId":"4139662437151780","name":"成与都","avatar":"https://static.tigerbbs.com/c4748ef95fbe8e758b52a7acefb9e8e3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4139662437151780","idStr":"4139662437151780"},"content":"保证的是不合股","text":"保证的是不合股","html":"保证的是不合股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534299333551192,"gmtCreate":1771465061221,"gmtModify":1771466528601,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 再次过来看笑话,看黑嘴怎么吹怎么辩。 再次说,有傻子就有骗子,有骗子就有傻子。","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 再次过来看笑话,看黑嘴怎么吹怎么辩。 再次说,有傻子就有骗子,有骗子就有傻子。","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 再次过来看笑话,看黑嘴怎么吹怎么辩。 再次说,有傻子就有骗子,有骗子就有傻子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534299333551192","isVote":1,"tweetType":1,"viewCount":3255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531809878115208,"gmtCreate":1770857281876,"gmtModify":1770859114257,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 奇怪的是为什么总会有傻子主动送上被骗子割?","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 奇怪的是为什么总会有傻子主动送上被骗子割?","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 奇怪的是为什么总会有傻子主动送上被骗子割?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531809878115208","isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531808490984544,"gmtCreate":1770856945387,"gmtModify":1770859037007,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 阳光下没有新鲜事,等骗子割完了傻子,骗子就要破产退市了。","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 阳光下没有新鲜事,等骗子割完了傻子,骗子就要破产退市了。","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 阳光下没有新鲜事,等骗子割完了傻子,骗子就要破产退市了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531808490984544","isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531681803261288,"gmtCreate":1770826017054,"gmtModify":1770826018639,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 过来看笑话来了哈哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 过来看笑话来了哈哈哈哈哈","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 过来看笑话来了哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/531681803261288","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103686842895780","authorId":"4103686842895780","name":"取好好听的名字","avatar":"https://static.tigerbbs.com/ed43cfb9e8dc4586be87bda011d590ca","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4103686842895780","idStr":"4103686842895780"},"content":"傻子根本割不完,特别是有暴涨做诱饵的时候,很多傻子是赌博式炒股,根本分不清哪些赚钱的概率大哪些赚钱概率小,对他们来说概率再小撞到了就是百分之百,这种人不被割天理不容。","text":"傻子根本割不完,特别是有暴涨做诱饵的时候,很多傻子是赌博式炒股,根本分不清哪些赚钱的概率大哪些赚钱概率小,对他们来说概率再小撞到了就是百分之百,这种人不被割天理不容。","html":"傻子根本割不完,特别是有暴涨做诱饵的时候,很多傻子是赌博式炒股,根本分不清哪些赚钱的概率大哪些赚钱概率小,对他们来说概率再小撞到了就是百分之百,这种人不被割天理不容。"},{"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"197865843806300","idStr":"197865843806300"},"content":"骗子啥时候破产退市?割完傻子吗?","text":"骗子啥时候破产退市?割完傻子吗?","html":"骗子啥时候破产退市?割完傻子吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530945327592872,"gmtCreate":1770646215975,"gmtModify":1770646218353,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"想起曾经的一篇文章","listText":"想起曾经的一篇文章","text":"想起曾经的一篇文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530945327592872","repostId":"1131632261","repostType":4,"repost":{"id":"1131632261","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":1770643721,"share":"https://www.laohu8.com/m/news/1131632261?lang=zh_CN&edition=full","pubTime":"2026-02-09 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> “千问工具箱”小程序被微信官方限制,打开时会弹出警示窗口。用户尝试打开该小程序时,系统会弹出安全提示界面,显示该小程序“近期被大量用户投诉,可能存在欺诈行为”,并以醒目颜色标注“停止访问”选项。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fca67a87d19c63eb8a123e6b06345c3c\" alt=\"\" title=\"\" tg-width=\"889\" tg-height=\"1708\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e9c037f89fea044b93421d1f4daf088","relate_stocks":{"00700":"腾讯控股","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131632261","content_text":"2月9日, 阿里巴巴 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14:18","market":"us","language":"zh","title":"“木头姐”旗下太空ETF首度买入特斯拉 或押注特斯拉与SpaceX合并","url":"https://stock-news.laohu8.com/highlight/detail?id=2610686979","media":"格隆汇","summary":"方舟投资掌门人凯茜•伍德(Cathie Wood)近期的一项不同寻常的投资决策引发关注:旗下太空ETF首度买进特斯拉股票。有分析认为,此举似乎是在押注这家电动汽车巨头与SpaceX进行合并,并为潜在的","content":"<html><head></head><body><p>方舟投资掌门人凯茜•伍德(Cathie Wood)近期的一项不同寻常的投资决策引发关注:旗下太空ETF首度买进特斯拉股票。</p><p>有分析认为,此举似乎是在押注这家电动汽车巨头与SpaceX进行合并,并为潜在的合并提前布局。特斯拉正积极推进擎天柱(Optimus)人形机器人项目,且未来有望用机器人参与外星文明建设,这或许是方舟投资将这家以电动汽车闻名的公司纳入太空ETF的原因。伍德日前还在一场公开对话中表示,考虑到特斯拉横跨多个行业的长远野心,该车企有望实现100万亿美元的市值。</p></body></html>","source":"live_gelonghui","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>“木头姐”旗下太空ETF首度买入特斯拉 或押注特斯拉与SpaceX合并</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{ 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.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“木头姐”旗下太空ETF首度买入特斯拉 或押注特斯拉与SpaceX合并\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-09 14:18 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>方舟投资掌门人凯茜•伍德(Cathie Wood)近期的一项不同寻常的投资决策引发关注:旗下太空ETF首度买进特斯拉股票。有分析认为,此举似乎是在押注这家电动汽车巨头与SpaceX进行合并,并为潜在的合并提前布局。特斯拉正积极推进擎天柱(Optimus)人形机器人项目,且未来有望用机器人参与外星文明建设,这或许是方舟投资将这家以电动汽车闻名的公司纳入太空ETF的原因。伍德日前还在一场公开对话中表示...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/8541380317eba7ef07da7c529e879c07","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4574":"无人驾驶","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4581":"高盛持仓","BK4543":"AI","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY 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Wood)近期的一项不同寻常的投资决策引发关注:旗下太空ETF首度买进特斯拉股票。有分析认为,此举似乎是在押注这家电动汽车巨头与SpaceX进行合并,并为潜在的合并提前布局。特斯拉正积极推进擎天柱(Optimus)人形机器人项目,且未来有望用机器人参与外星文明建设,这或许是方舟投资将这家以电动汽车闻名的公司纳入太空ETF的原因。伍德日前还在一场公开对话中表示,考虑到特斯拉横跨多个行业的长远野心,该车企有望实现100万亿美元的市值。","news_type":1,"symbols_score_info":{"TSDD":0.6,"TSLG":0.6,"07766":0.6,"TSLP":0.6,"TSLA":1.95,"TSLW":0.6,"TSLZ":0.6,"TSL":0.6,"ARKX":2,"UFO":0.6,"TSII":0.6,"TSLT":0.6,"TSLS":0.6,"TSLY":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLO":0.6,"TESL":0.6,"TSLI":0.6,"TSYY":0.6}},"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501198635524392,"gmtCreate":1763392640386,"gmtModify":1763392868143,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"骗子穷途末路,但还有傻瓜捧场","listText":"骗子穷途末路,但还有傻瓜捧场","text":"骗子穷途末路,但还有傻瓜捧场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501198635524392","repostId":"1127205019","repostType":2,"repost":{"id":"1127205019","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1759262415,"share":"https://www.laohu8.com/m/news/1127205019?lang=zh_CN&edition=full","pubTime":"2025-10-01 04:00","market":"us","language":"zh","title":"Univest Securities宣布完成4100万美元战略投资交易 Faraday Future向Qualigen Therapeutics注资","url":"https://stock-news.laohu8.com/highlight/detail?id=1127205019","media":"美股速递","summary":"Univest Securities, Llc宣布完成一项4100万美元的战略投资交易,该投资由其客户Faraday Future Intelligent Electric Inc(纳斯达克:FFAI)向另一客户Qualigen Therapeutics, Inc.(纳斯达克:QLGN)进行投资。","content":"<p>Univest Securities, Llc宣布完成一项4100万美元的战略投资交易,该投资由其客户Faraday Future Intelligent Electric Inc(纳斯达克:FFAI)向另一客户Qualigen Therapeutics, Inc.(纳斯达克:QLGN)进行投资。</p>","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>Univest Securities宣布完成4100万美元战略投资交易 Faraday Future向Qualigen Therapeutics注资</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\">\nUnivest Securities宣布完成4100万美元战略投资交易 Faraday Future向Qualigen Therapeutics注资\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2025-10-01 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Univest Securities, Llc宣布完成一项4100万美元的战略投资交易,该投资由其客户Faraday Future Intelligent Electric Inc(纳斯达克:FFAI)向另一客户Qualigen Therapeutics, Inc.(纳斯达克:QLGN)进行投资。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","FFAI":"Faraday Future Intelligent Electric Inc","BK4139":"生物科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127205019","content_text":"Univest Securities, Llc宣布完成一项4100万美元的战略投资交易,该投资由其客户Faraday Future Intelligent Electric Inc(纳斯达克:FFAI)向另一客户Qualigen Therapeutics, 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骗子没救,愚昧也没救!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/424476038303880","isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103686842895780","authorId":"4103686842895780","name":"取好好听的名字","avatar":"https://static.tigerbbs.com/ed43cfb9e8dc4586be87bda011d590ca","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4103686842895780","idStr":"4103686842895780"},"content":"哈哈,还真有人买老贾的股是赌能挣到钱,这智力还炒股,真是牛了。","text":"哈哈,还真有人买老贾的股是赌能挣到钱,这智力还炒股,真是牛了。","html":"哈哈,还真有人买老贾的股是赌能挣到钱,这智力还炒股,真是牛了。"},{"author":{"id":"4093060510762810","authorId":"4093060510762810","name":"哈多多","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4093060510762810","idStr":"4093060510762810"},"content":"你有什么能让他看重你","text":"你有什么能让他看重你","html":"你有什么能让他看重你"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688367778,"gmtCreate":1657425754098,"gmtModify":1704867307575,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"60一个,1%国人好奇,就能卖出8亿。所以,在大国骗傻钱,做一次性生意,真是门好生意。","listText":"60一个,1%国人好奇,就能卖出8亿。所以,在大国骗傻钱,做一次性生意,真是门好生意。","text":"60一个,1%国人好奇,就能卖出8亿。所以,在大国骗傻钱,做一次性生意,真是门好生意。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/688367778","repostId":"1187748633","repostType":2,"repost":{"id":"1187748633","kind":"news","pubTimestamp":1657419630,"share":"https://www.laohu8.com/m/news/1187748633?lang=zh_CN&edition=full","pubTime":"2022-07-10 10:20","market":"sh","language":"zh","title":"钟薛高的局部胜利与全面溃败","url":"https://stock-news.laohu8.com/highlight/detail?id=1187748633","media":"财经琦观","summary":"钟薛高当下舆情的重心,在于品牌友好度,而不是雪糕化不化的问题。","content":"<html><head></head><body><p>作者:贾琦</p><p>钟薛高是我老婆的一生之敌。</p><p>2021年夏,妻子在网上买了一整箱钟薛高。</p><p>当时正值66元“厄瓜多尔粉钻”雪糕频上热搜,创始人林盛的那句“它就那么贵,你爱要不要”(后被证明为恶意剪辑)在各个平台流传,为这款产品吸足了眼球。</p><p>本着“咱也奢侈一把”的心态妻子直接买了整整一箱。随后,“我看它何时倒闭”就成了她经常挂在嘴边的碎碎念。</p><p>我没想过拿这种事写文章。</p><p>自由的消费市场,自由的定价环境。自愿的购买行为,自愿的后续决策。</p><p>妻子是觉得不值那个价,我也确实觉得口感上来说,钟薛高与其他三、四元的雪糕相比并没有什么不同,但这毕竟是一种主观感受。</p><p>我觉得不值,不买就是了。其他消费者自然也会根据其自身的判断去作出后续决策。</p><p>最后,我们将一个个加总起来,构成自由消费市场的巨大洪流,捧起或淹没那些品牌巨星——这是每天都在发生的事,实在是不值得记录。</p><p>但随着舆情的愈演愈烈,其背后暴露出来的有价值的信息就越来越多了。</p><p>我们认为,值得讨论的是以下几个议题:</p><p>1、当下的舆情重心定义;</p><p>2、钟薛高的热度是怎么来的?除了所谓的营销,它与消费主体的代际变化,雪糕赛道的定义更迭又有着怎样的关系?</p><p>3、关于汹涌的负面舆情,钟薛高到底踩了哪些坑?或者说,是谁把它坑了?</p><p><i>01</i><b>局部胜利</b></p><p>近日,关于钟薛高雪糕高温不化的新闻频上热搜。</p><p>网友发现在31℃的室温下放置1小时,该雪糕仍保持固体,这令不少消费者担心其产品中添加了凝固剂、防腐剂等成分。</p><p>随着舆情的进一步发酵,大量自媒体开始整活,用火烧,用蜡点,然后进一步宣告其在高温下不但不融,反而是变黑变焦,再次扩大了品牌负面影响。</p><p>从实际获益的角度,我们可以将整个舆论简单抽象为“保卫钟薛高”和“反对钟薛高”的两方对抗。</p><p>在“雪糕不化”这一局部战场上,我们认为“保卫钟薛高”已经取得了全面胜利,任何在这一维度的纠缠行为都是该品牌所不惧怕的。</p><p>从公共舆论关系的角度总结如下:</p><p>1、验证方法的不科学不合理,有利于塑造“反对钟薛高=反智人群”的舆论认知;</p><p><img src=\"https://static.tigerbbs.com/1e43c99295efc9304c3a85b33e8b1129\" tg-width=\"1024\" tg-height=\"257\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>截图来自知乎热门回答</p><p>2、随着这一问题的持续纠缠,钟薛高配方中,含水量少,蛋白质含量高等事实会进一步传播,进而再次巩固其“高端”定位;</p><p>3、由于此次舆论攻击本身的不够扎实,钟薛高在客观上成为“受害者”,有利于引发中立群体的同情;</p><p>在前互联网时代,舆论对抗双方的一线人员都是相对专业的媒体从业者,因此大家都会在所谓的游戏规则之下彼此攻伐,那么在这一传统视角中,“雪糕不化”的攻击无疑是一步臭棋。</p><p>然而在个人即媒体的信息时代,品牌方所面临的对手实则是发生了质的改变。</p><p>舆情分散化、无序化以及集体潜意识,使得其敌手变得更加巨大,也更加难以预测,“不讲章法”。</p><p>回到本案例,面对局部战场的失利,我们注意到不少的网友开始转发这样一句话:</p><p>“就算说钟薛高里面有间谍卫星我也点赞了,我只想看钟薛高死。”</p><p>这种明显耍混的招数,实际带来的杀伤是非常有效的。</p><p>第一,潜台词承认了“雪糕不化”战场的失败,但拒绝了“反智人群”的帽子。利利索索与不利战场完成了切割,最大化降低了舆论损失;</p><p>第二,直指问题的主要矛盾,直接透露出消费者对品牌方的厌恶情绪,把“消费者即上帝”的优势地位发挥至最大化;</p><p>第三,玩梗式的幽默化处理有利于信息的进一步传播。</p><p>至此,我们得出了第一个问题的答案:</p><p><b>钟薛高当下舆情的重心,在于品牌友好度,而不是雪糕化不化的问题。</b></p><p>在对外口径上,你们可以咬死“这就是水军的抹黑”。</p><p>但在对内的问题定义上,千万不要犯糊涂。</p><p><img src=\"https://static.tigerbbs.com/202594e92d89cd1b5f6be2d19f431e93\" tg-width=\"540\" tg-height=\"618\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>药吃错了,事情还有得补救。</p><p>病看错了,便只能是徒留蹉跎。</p><p><i><b>02</b></i><b>杰出刺客</b></p><p>风波起于“雪糕刺客”。</p><p>很久没有看到质量这么高的网络段子了。</p><p>玩过MOBA类游戏的可能更容易体会到这四个字的感受。</p><p>当你在野区经营时,突然出现的兰陵王、狮子狗或者从天而降的蓝猫带给玩家的“一激灵”,那种提心吊胆的感受以及瞬间被秒折磨感,就是钟薛高们给消费者的感受。</p><p>不知何时会中招,不知哪一步会中招,不知会不会中招。</p><p>笼罩在冰柜里的“刺客测不准定律”,搁谁谁不想哭?</p><p>钟薛高作为“杰出刺客”,外加此前过于优秀的热度营销使其在这一轮次中知名度较高,最终成为了那只承受了全部怨气的“出头鸟”。</p><p>在这里我们只是想指出两个客观事实:</p><p>第一,雪糕刺客不止它一家,带给消费者恐惧笼罩的品牌包括还不限于:须尽欢、索菲亚、獭祭、阿波罗、阿苏山等。</p><p>第二,“刺客现象”的直接成因,在于零售终端的标价混乱、不明码标价、高低中价位的雪糕产品在同一冰柜中混装。其第一责任人是渠道终端的经营者,而不是品牌方。</p><p>关于这一点,企业方和有关部门都有着相对清晰的认知。</p><p>7月8日,“钟薛高已在推线下单独冰柜”登上热搜,虽然企业对此表示“暂不回应”,但相关问题的聚焦已相对明确。</p><p>7月9日消息,广州市市场监管部门已率先开展“雪糕明码标价”专项执法行动,着力整治雪糕销售市场不明码标价、标价混乱、价格欺诈等问题。</p><p>截至目前,检查经营主体600多家,派发《价格提醒告诫函》1000多张,开具《责令改正通知书》4份。</p><p><img src=\"https://static.tigerbbs.com/e461a6a38f6453b9d04a98ab3d811726\" tg-width=\"501\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>顺着这条线挖下去,其实值得探讨的选题也非常多。比如快消品渠道的整合难度、线下场景的心理博弈、疫情下实体零售店家的经营困境等。</p><p>此处不过多展开。相比之下,我们更关心的是钟薛高本身,即为什么是钟薛高?</p><p><i><b>03</b></i><b>营销见长</b></p><p>如果说每一位创业者都有自己的核心技能,那么对于钟薛高创始人林盛来说,营销策划就是他的起家优势。</p><p>自1999年毕业以来,林盛就一直从事着广告工作。</p><p>2014年,随着对行业了解的不断深入,林盛辞去了原先的工作,在上海创办了自己的广告咨询公司。</p><p>此前的稿件中我们曾谈过,对于面向大众的广告传播,快消品牌是匹配度最高的赞助甲方。</p><p>这一点在林盛初期的创业史中也体现得十分明显。</p><p>盛治广告公司有两大知名战绩:一个是帮助东北地方品牌马迭尔走向全国,一个是策划出“中街1946”,打造初代网红雪糕单品。</p><p>在林盛的操盘下,高端化、历史感、品牌价值是其策划重心,宣传方面,传统媒介也不再是这些品牌的宣传重点,取而代之的是美食公众号、探店、网红等新媒体的启用。</p><p>熟悉新消费赛道的投资朋友一定会清楚这种人的行业价值,林盛自己也清楚。</p><p>2018年3月,林盛停掉了营销、广告、咨询的业务。</p><p>成立钟薛高,意为“中国的雪糕”,号称打造中国高端品牌,对抗哈根达斯等国外高端品牌。</p><p>在钟薛高推出之初,林盛曾直接把产品推车开到了小红书总部,同时邀请平台的人气博主试吃并推荐。并公开表示 :“网红是通向品牌的必经之路,就像20年前CCTV是通向品牌的必经之路一样”。</p><p>“如果你连网红都做不了,那就别做品牌了”。</p><p>钟薛高成立于新消费热度最盛的2018年,美团数据显示,那一年奶茶订单量突破2.1亿单,商户数量翻了3倍。</p><p>前瞻产业研究院则统计,2018年中国茶饮市场规模达到537亿元。多家现制奶茶的明星品牌全年融资超过10亿元,“奈雪の茶”更是以A+轮60亿元估值成为了中国现制茶饮行业的第一个独角兽企业。</p><p>盛况之下,钟薛高的融资之路自然也是顺遂非常,成立仅四个月就拿到了真格基金的天使轮。</p><p>数据显示,钟薛高已完成了4轮融资,其中两次发生于2018年。</p><p>2020年底,钟薛高获得天图投资的股权融资,但未披露具体金额。相隔不到半年时间,钟薛高再度获得元生资本、H Capital、万物资本以及笠心资本联合投资的2亿元,完成A轮。</p><p><img src=\"https://static.tigerbbs.com/b1eddfeb6f0dc33e0f5dc731cbbe1f8f\" tg-width=\"1024\" tg-height=\"238\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>难道这些机构是傻吗?</p><p>或者说得专业一些:最初的投资逻辑,眼下有哪些发生了变化?</p><p><i><b>04</b></i><b>功亏一篑</b></p><p>众所周知,新消费赛道在今年的表现相对低潮。</p><p>今年年初我们便曾撰文《不能理解,消费投资人为什么还不转行?》给予提醒,随后的事态发展也在不断恶化,IT桔子数据显示,2022年Q1新消费领域的投资事件数环比和同比均下降32%,降幅为最大,投资热度大不如前。</p><p>此外在618期间,登上细分行业销售额第一的新品牌不足百个,而去年这一数字是459。</p><p>具体到钟薛高,与其他新消费品牌相比,它有以下几个异同。</p><p>共性方面,它们都踩准了消费群体升级带来溢价收益。</p><p>一直以来,市场的主力消费人群都是18岁至35岁之间,无论是消费能力还是消费意愿都处于相对较高的水平,在当下就是指泛90后一代。</p><p>随着这批消费者年龄的增长,奶茶、雪糕等单品的属性定位也发生了偏移。</p><p>在他们小时候,此类“零食”都隶属于“功能性”刚需产品,消费频次较高,但对产品要求则相对较低。</p><p>随着身份处境的变化,此类“零食”则升级为“悦己型”消费品类,消费频次降低,但对产品品质则有了更高的需求。</p><p>但与奶茶的不同之处在于,奶茶店的品牌加盟特性,使得其线下渠道的铺设更为清晰,在消费者心智方面更加明确。</p><p>我相信直到现在依然有大量的消费群体不能接受20元一杯的奶茶,但清晰的消费场景与各自自由的市场选择,使得这一矛盾消解于无形。</p><p>此外,在十多年前,奶茶的成品基本上就是“粉末冲制摇匀+椰果或粉圆(珍珠)”构成,但新一代奶茶则添加了大量的芝士、奶盖、花果乃至各种谷物颗粒等,这种肉眼可见的区别性,使得消费者更能接受其涨价逻辑,进而弱化其在涨价过程中产生的高溢价带来的不适感。</p><p>然而,雪糕赛道本身的多样化乃至内卷式(伊利蒙牛等乳业巨头的存在)竞争发展,使得其基础情况本就远优于奶茶赛道。</p><p>另一边,在成品的体现上,钟薛高确实没有在更直观的配料上体现出所谓的“增量价值”,这便进一步加剧了矛盾的产生。</p><p>此前的稿件中我们分析,在当下的历史阶段,中国的新消费赛道主要看三个维度的影响。</p><p>第一个维度是钱。水池中的钱,流通中的钱,比如社会消费品零售总额,居民人均可支配收入,这是一切消费的基本前提条件。</p><p>经访问,大多数新消费赛道相关从业者都认为这一点是导致行业遇冷的最大原因。</p><p>对于钟薛高来说也同样受此影响。</p><p>回想2018年以前,舆论市场其实更偏向于自由市场和拜金主义,雪糕刺客这种略带自嘲的梗,未必就能像当下这样理直气壮的流行起来。</p><p><img src=\"https://static.tigerbbs.com/298a3c7a38734692b4e70d98e75f0a1a\" tg-width=\"693\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>第二个维度是渠道。宣发渠道,交易渠道,电梯广告轰炸也好,笔记种草也好,头部主播直播带货也好,这是新消费快速聚集起其势能的源头抓手,也是过去几年时间里不断被挖掘探索的重点方向。</p><p>甚至有行业总结:5000篇小红书+2000篇知乎问答+超级头部主播带货=新消费品牌爆款。</p><p>正如法国社会学家鲍德里亚在《消费社会》中所说的那样:“今天的消费社会中,人们从来不消费物的本身,人们总是把物用来当作能够突出自我的符号。”</p><p>而这种符号的产生,一则是文化的力量,二则便是渠道的力量。</p><p>在这一点上,钟薛高可以说做得非常好,这也是其早期能够获得资本青睐的重要原因之一。</p><p>回顾风波始末,我们认为钟薛高当下的困境其实有大量的偶然性叠加,比如雪糕刺客不止它一家,再比如混柜销售的行为亦不是它主力促成的。</p><p>此外,在经营策略上,钟薛高其实也踩对了消费升级的窗口期,并遵循了新消费的赛道逻辑,给出了远超及格线之上的打法。</p><p>但当下的舆论困境是客观存在的,且真的有可能对这样一家年轻的企业造成巨大的生存危机。</p><p>我并不想简单地指责其将大量的成本放到了营销上,相反,我认为快消赛道中,<b>营销永远是足以“定生死”的核心维度。</b></p><p>也正是因此,我们才认为当下恶劣的舆论情况,对一个新生品牌的打击是巨大的。</p><p>最后,我想善意提醒的是,钟薛高的成本控制是有问题的。</p><p>在那个恶意剪辑的原版视频中,林盛面对镜头表示:“厄瓜多尔粉钻的成本在40块钱。”</p><p>“这帮人很坏,他从我办公室出去,把门砰带上,下一步把门拧开露了半个头,‘老大,这个原料有点贵啊,咱里面那个柚子比较贵哦。’”</p><p>“我就想这个柚子有什么好贵的,还能贵过巧克力?我说‘没事没事做吧’,等到整个配方出来,财务去下订单采购,被告知柚子120万一吨,我当时就疯了。之后去问才知道,这是日本的一种柚子,半野生状态巴拉巴拉,他就那个价,你爱要不要。”</p><p><img src=\"https://static.tigerbbs.com/bc599fdcbb2c4c15cef56ecc27e35367\" tg-width=\"550\" tg-height=\"613\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>恶意剪辑,突出是一种傲慢态度。但玩好了,你就是罗永浩的人设:“天生骄傲”。</p><p>完整版,体现的细节反而更加细思极恐。</p><p>你这个产品,核心竞争力到底是粉色巧克力还是日本的半野生柚子?</p><p>如果换一个成本更低的平替柚子,节省出来的利润能不能进一步优化企业经营?</p><p>定价流程合不合理?为什么等到批钱了才看到成本表单?</p><p>企业上下的成本意识,到底在哪里?</p><p>近日有媒体分析,钟薛高的生产成本大概是3元到5元,加上运输费用、冷链储藏费用以及经销商、零售商的返点等流通费用,每根生产成本大概是4元到8元,毛利在60%-70%。</p><p>但综合考虑到管理流程、选材偏好、生产效率,真实情况未必能有这么乐观。</p><p>对于高毛利的指责,钟薛高总是透露出一种委屈的感觉,但愿这种委屈是装的。</p><p>因为倘若你真的毛利没那么高,同时结果又不能让消费市场满意,那只能说明产出过程出了问题——对资本市场来说,这无疑是更令人担忧的事。</p><p>有时候,消费者是真的不懂你们新消费的赛道逻辑,但他们所信奉的最朴素的价值观,往往是最不容忽视的。</p><p>回到这,“一分钱一分货”就是最基本的商业逻辑。</p><p>值不值那个价,吃一口便知道。</p></body></html>","source":"lsy1602565175838","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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.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钟薛高的局部胜利与全面溃败\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 10:20 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzkxMzM0OTY2OQ==&mid=2247495395&idx=1&sn=e1e4d600c15d65fc906d9497963746df&chksm=c17da3a9f60a2abf5cf7bbc3581b5e7d57d84d8b24837c9a0afc78c3c51397b135b65f58b7de&mpshare=1&scene=23&srcid=0710SgGahq4tplEmOBLgjIRQ&sharer_sharetime=1657413286381&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd><strong>财经琦观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:贾琦钟薛高是我老婆的一生之敌。2021年夏,妻子在网上买了一整箱钟薛高。当时正值66元“厄瓜多尔粉钻”雪糕频上热搜,创始人林盛的那句“它就那么贵,你爱要不要”(后被证明为恶意剪辑)在各个平台流传,为这款产品吸足了眼球。本着“咱也奢侈一把”的心态妻子直接买了整整一箱。随后,“我看它何时倒闭”就成了她经常挂在嘴边的碎碎念。我没想过拿这种事写文章。自由的消费市场,自由的定价环境。自愿的购买行为,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzkxMzM0OTY2OQ==&mid=2247495395&idx=1&sn=e1e4d600c15d65fc906d9497963746df&chksm=c17da3a9f60a2abf5cf7bbc3581b5e7d57d84d8b24837c9a0afc78c3c51397b135b65f58b7de&mpshare=1&scene=23&srcid=0710SgGahq4tplEmOBLgjIRQ&sharer_sharetime=1657413286381&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">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/c5753d5dfc6a427ed787b4ba25cc8e61","relate_stocks":{"XLY":"消费品指数ETF-SPDR可选消费品"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzkxMzM0OTY2OQ==&mid=2247495395&idx=1&sn=e1e4d600c15d65fc906d9497963746df&chksm=c17da3a9f60a2abf5cf7bbc3581b5e7d57d84d8b24837c9a0afc78c3c51397b135b65f58b7de&mpshare=1&scene=23&srcid=0710SgGahq4tplEmOBLgjIRQ&sharer_sharetime=1657413286381&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187748633","content_text":"作者:贾琦钟薛高是我老婆的一生之敌。2021年夏,妻子在网上买了一整箱钟薛高。当时正值66元“厄瓜多尔粉钻”雪糕频上热搜,创始人林盛的那句“它就那么贵,你爱要不要”(后被证明为恶意剪辑)在各个平台流传,为这款产品吸足了眼球。本着“咱也奢侈一把”的心态妻子直接买了整整一箱。随后,“我看它何时倒闭”就成了她经常挂在嘴边的碎碎念。我没想过拿这种事写文章。自由的消费市场,自由的定价环境。自愿的购买行为,自愿的后续决策。妻子是觉得不值那个价,我也确实觉得口感上来说,钟薛高与其他三、四元的雪糕相比并没有什么不同,但这毕竟是一种主观感受。我觉得不值,不买就是了。其他消费者自然也会根据其自身的判断去作出后续决策。最后,我们将一个个加总起来,构成自由消费市场的巨大洪流,捧起或淹没那些品牌巨星——这是每天都在发生的事,实在是不值得记录。但随着舆情的愈演愈烈,其背后暴露出来的有价值的信息就越来越多了。我们认为,值得讨论的是以下几个议题:1、当下的舆情重心定义;2、钟薛高的热度是怎么来的?除了所谓的营销,它与消费主体的代际变化,雪糕赛道的定义更迭又有着怎样的关系?3、关于汹涌的负面舆情,钟薛高到底踩了哪些坑?或者说,是谁把它坑了?01局部胜利近日,关于钟薛高雪糕高温不化的新闻频上热搜。网友发现在31℃的室温下放置1小时,该雪糕仍保持固体,这令不少消费者担心其产品中添加了凝固剂、防腐剂等成分。随着舆情的进一步发酵,大量自媒体开始整活,用火烧,用蜡点,然后进一步宣告其在高温下不但不融,反而是变黑变焦,再次扩大了品牌负面影响。从实际获益的角度,我们可以将整个舆论简单抽象为“保卫钟薛高”和“反对钟薛高”的两方对抗。在“雪糕不化”这一局部战场上,我们认为“保卫钟薛高”已经取得了全面胜利,任何在这一维度的纠缠行为都是该品牌所不惧怕的。从公共舆论关系的角度总结如下:1、验证方法的不科学不合理,有利于塑造“反对钟薛高=反智人群”的舆论认知;截图来自知乎热门回答2、随着这一问题的持续纠缠,钟薛高配方中,含水量少,蛋白质含量高等事实会进一步传播,进而再次巩固其“高端”定位;3、由于此次舆论攻击本身的不够扎实,钟薛高在客观上成为“受害者”,有利于引发中立群体的同情;在前互联网时代,舆论对抗双方的一线人员都是相对专业的媒体从业者,因此大家都会在所谓的游戏规则之下彼此攻伐,那么在这一传统视角中,“雪糕不化”的攻击无疑是一步臭棋。然而在个人即媒体的信息时代,品牌方所面临的对手实则是发生了质的改变。舆情分散化、无序化以及集体潜意识,使得其敌手变得更加巨大,也更加难以预测,“不讲章法”。回到本案例,面对局部战场的失利,我们注意到不少的网友开始转发这样一句话:“就算说钟薛高里面有间谍卫星我也点赞了,我只想看钟薛高死。”这种明显耍混的招数,实际带来的杀伤是非常有效的。第一,潜台词承认了“雪糕不化”战场的失败,但拒绝了“反智人群”的帽子。利利索索与不利战场完成了切割,最大化降低了舆论损失;第二,直指问题的主要矛盾,直接透露出消费者对品牌方的厌恶情绪,把“消费者即上帝”的优势地位发挥至最大化;第三,玩梗式的幽默化处理有利于信息的进一步传播。至此,我们得出了第一个问题的答案:钟薛高当下舆情的重心,在于品牌友好度,而不是雪糕化不化的问题。在对外口径上,你们可以咬死“这就是水军的抹黑”。但在对内的问题定义上,千万不要犯糊涂。药吃错了,事情还有得补救。病看错了,便只能是徒留蹉跎。02杰出刺客风波起于“雪糕刺客”。很久没有看到质量这么高的网络段子了。玩过MOBA类游戏的可能更容易体会到这四个字的感受。当你在野区经营时,突然出现的兰陵王、狮子狗或者从天而降的蓝猫带给玩家的“一激灵”,那种提心吊胆的感受以及瞬间被秒折磨感,就是钟薛高们给消费者的感受。不知何时会中招,不知哪一步会中招,不知会不会中招。笼罩在冰柜里的“刺客测不准定律”,搁谁谁不想哭?钟薛高作为“杰出刺客”,外加此前过于优秀的热度营销使其在这一轮次中知名度较高,最终成为了那只承受了全部怨气的“出头鸟”。在这里我们只是想指出两个客观事实:第一,雪糕刺客不止它一家,带给消费者恐惧笼罩的品牌包括还不限于:须尽欢、索菲亚、獭祭、阿波罗、阿苏山等。第二,“刺客现象”的直接成因,在于零售终端的标价混乱、不明码标价、高低中价位的雪糕产品在同一冰柜中混装。其第一责任人是渠道终端的经营者,而不是品牌方。关于这一点,企业方和有关部门都有着相对清晰的认知。7月8日,“钟薛高已在推线下单独冰柜”登上热搜,虽然企业对此表示“暂不回应”,但相关问题的聚焦已相对明确。7月9日消息,广州市市场监管部门已率先开展“雪糕明码标价”专项执法行动,着力整治雪糕销售市场不明码标价、标价混乱、价格欺诈等问题。截至目前,检查经营主体600多家,派发《价格提醒告诫函》1000多张,开具《责令改正通知书》4份。顺着这条线挖下去,其实值得探讨的选题也非常多。比如快消品渠道的整合难度、线下场景的心理博弈、疫情下实体零售店家的经营困境等。此处不过多展开。相比之下,我们更关心的是钟薛高本身,即为什么是钟薛高?03营销见长如果说每一位创业者都有自己的核心技能,那么对于钟薛高创始人林盛来说,营销策划就是他的起家优势。自1999年毕业以来,林盛就一直从事着广告工作。2014年,随着对行业了解的不断深入,林盛辞去了原先的工作,在上海创办了自己的广告咨询公司。此前的稿件中我们曾谈过,对于面向大众的广告传播,快消品牌是匹配度最高的赞助甲方。这一点在林盛初期的创业史中也体现得十分明显。盛治广告公司有两大知名战绩:一个是帮助东北地方品牌马迭尔走向全国,一个是策划出“中街1946”,打造初代网红雪糕单品。在林盛的操盘下,高端化、历史感、品牌价值是其策划重心,宣传方面,传统媒介也不再是这些品牌的宣传重点,取而代之的是美食公众号、探店、网红等新媒体的启用。熟悉新消费赛道的投资朋友一定会清楚这种人的行业价值,林盛自己也清楚。2018年3月,林盛停掉了营销、广告、咨询的业务。成立钟薛高,意为“中国的雪糕”,号称打造中国高端品牌,对抗哈根达斯等国外高端品牌。在钟薛高推出之初,林盛曾直接把产品推车开到了小红书总部,同时邀请平台的人气博主试吃并推荐。并公开表示 :“网红是通向品牌的必经之路,就像20年前CCTV是通向品牌的必经之路一样”。“如果你连网红都做不了,那就别做品牌了”。钟薛高成立于新消费热度最盛的2018年,美团数据显示,那一年奶茶订单量突破2.1亿单,商户数量翻了3倍。前瞻产业研究院则统计,2018年中国茶饮市场规模达到537亿元。多家现制奶茶的明星品牌全年融资超过10亿元,“奈雪の茶”更是以A+轮60亿元估值成为了中国现制茶饮行业的第一个独角兽企业。盛况之下,钟薛高的融资之路自然也是顺遂非常,成立仅四个月就拿到了真格基金的天使轮。数据显示,钟薛高已完成了4轮融资,其中两次发生于2018年。2020年底,钟薛高获得天图投资的股权融资,但未披露具体金额。相隔不到半年时间,钟薛高再度获得元生资本、H Capital、万物资本以及笠心资本联合投资的2亿元,完成A轮。难道这些机构是傻吗?或者说得专业一些:最初的投资逻辑,眼下有哪些发生了变化?04功亏一篑众所周知,新消费赛道在今年的表现相对低潮。今年年初我们便曾撰文《不能理解,消费投资人为什么还不转行?》给予提醒,随后的事态发展也在不断恶化,IT桔子数据显示,2022年Q1新消费领域的投资事件数环比和同比均下降32%,降幅为最大,投资热度大不如前。此外在618期间,登上细分行业销售额第一的新品牌不足百个,而去年这一数字是459。具体到钟薛高,与其他新消费品牌相比,它有以下几个异同。共性方面,它们都踩准了消费群体升级带来溢价收益。一直以来,市场的主力消费人群都是18岁至35岁之间,无论是消费能力还是消费意愿都处于相对较高的水平,在当下就是指泛90后一代。随着这批消费者年龄的增长,奶茶、雪糕等单品的属性定位也发生了偏移。在他们小时候,此类“零食”都隶属于“功能性”刚需产品,消费频次较高,但对产品要求则相对较低。随着身份处境的变化,此类“零食”则升级为“悦己型”消费品类,消费频次降低,但对产品品质则有了更高的需求。但与奶茶的不同之处在于,奶茶店的品牌加盟特性,使得其线下渠道的铺设更为清晰,在消费者心智方面更加明确。我相信直到现在依然有大量的消费群体不能接受20元一杯的奶茶,但清晰的消费场景与各自自由的市场选择,使得这一矛盾消解于无形。此外,在十多年前,奶茶的成品基本上就是“粉末冲制摇匀+椰果或粉圆(珍珠)”构成,但新一代奶茶则添加了大量的芝士、奶盖、花果乃至各种谷物颗粒等,这种肉眼可见的区别性,使得消费者更能接受其涨价逻辑,进而弱化其在涨价过程中产生的高溢价带来的不适感。然而,雪糕赛道本身的多样化乃至内卷式(伊利蒙牛等乳业巨头的存在)竞争发展,使得其基础情况本就远优于奶茶赛道。另一边,在成品的体现上,钟薛高确实没有在更直观的配料上体现出所谓的“增量价值”,这便进一步加剧了矛盾的产生。此前的稿件中我们分析,在当下的历史阶段,中国的新消费赛道主要看三个维度的影响。第一个维度是钱。水池中的钱,流通中的钱,比如社会消费品零售总额,居民人均可支配收入,这是一切消费的基本前提条件。经访问,大多数新消费赛道相关从业者都认为这一点是导致行业遇冷的最大原因。对于钟薛高来说也同样受此影响。回想2018年以前,舆论市场其实更偏向于自由市场和拜金主义,雪糕刺客这种略带自嘲的梗,未必就能像当下这样理直气壮的流行起来。第二个维度是渠道。宣发渠道,交易渠道,电梯广告轰炸也好,笔记种草也好,头部主播直播带货也好,这是新消费快速聚集起其势能的源头抓手,也是过去几年时间里不断被挖掘探索的重点方向。甚至有行业总结:5000篇小红书+2000篇知乎问答+超级头部主播带货=新消费品牌爆款。正如法国社会学家鲍德里亚在《消费社会》中所说的那样:“今天的消费社会中,人们从来不消费物的本身,人们总是把物用来当作能够突出自我的符号。”而这种符号的产生,一则是文化的力量,二则便是渠道的力量。在这一点上,钟薛高可以说做得非常好,这也是其早期能够获得资本青睐的重要原因之一。回顾风波始末,我们认为钟薛高当下的困境其实有大量的偶然性叠加,比如雪糕刺客不止它一家,再比如混柜销售的行为亦不是它主力促成的。此外,在经营策略上,钟薛高其实也踩对了消费升级的窗口期,并遵循了新消费的赛道逻辑,给出了远超及格线之上的打法。但当下的舆论困境是客观存在的,且真的有可能对这样一家年轻的企业造成巨大的生存危机。我并不想简单地指责其将大量的成本放到了营销上,相反,我认为快消赛道中,营销永远是足以“定生死”的核心维度。也正是因此,我们才认为当下恶劣的舆论情况,对一个新生品牌的打击是巨大的。最后,我想善意提醒的是,钟薛高的成本控制是有问题的。在那个恶意剪辑的原版视频中,林盛面对镜头表示:“厄瓜多尔粉钻的成本在40块钱。”“这帮人很坏,他从我办公室出去,把门砰带上,下一步把门拧开露了半个头,‘老大,这个原料有点贵啊,咱里面那个柚子比较贵哦。’”“我就想这个柚子有什么好贵的,还能贵过巧克力?我说‘没事没事做吧’,等到整个配方出来,财务去下订单采购,被告知柚子120万一吨,我当时就疯了。之后去问才知道,这是日本的一种柚子,半野生状态巴拉巴拉,他就那个价,你爱要不要。”恶意剪辑,突出是一种傲慢态度。但玩好了,你就是罗永浩的人设:“天生骄傲”。完整版,体现的细节反而更加细思极恐。你这个产品,核心竞争力到底是粉色巧克力还是日本的半野生柚子?如果换一个成本更低的平替柚子,节省出来的利润能不能进一步优化企业经营?定价流程合不合理?为什么等到批钱了才看到成本表单?企业上下的成本意识,到底在哪里?近日有媒体分析,钟薛高的生产成本大概是3元到5元,加上运输费用、冷链储藏费用以及经销商、零售商的返点等流通费用,每根生产成本大概是4元到8元,毛利在60%-70%。但综合考虑到管理流程、选材偏好、生产效率,真实情况未必能有这么乐观。对于高毛利的指责,钟薛高总是透露出一种委屈的感觉,但愿这种委屈是装的。因为倘若你真的毛利没那么高,同时结果又不能让消费市场满意,那只能说明产出过程出了问题——对资本市场来说,这无疑是更令人担忧的事。有时候,消费者是真的不懂你们新消费的赛道逻辑,但他们所信奉的最朴素的价值观,往往是最不容忽视的。回到这,“一分钱一分货”就是最基本的商业逻辑。值不值那个价,吃一口便知道。","news_type":1,"symbols_score_info":{"XLY":0.9}},"isVote":1,"tweetType":1,"viewCount":3558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552156390744184,"gmtCreate":1775838368482,"gmtModify":1775838370379,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/XYF\">$小赢科技(XYF)$ </a> 港股亏太多了,纯粹为冲喜才发的","listText":"<a href=\"https://laohu8.com/S/XYF\">$小赢科技(XYF)$ </a> 港股亏太多了,纯粹为冲喜才发的","text":"$小赢科技(XYF)$ 港股亏太多了,纯粹为冲喜才发的","images":[{"img":"https://static.tigerbbs.com/4919102dab214b38cb5a34c29e8902f1","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354075510661264","isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500462852404175","authorId":"3500462852404175","name":"wayhomev587","avatar":"https://static.tigerbbs.com/1c70f421cc03b2d24fa24fd4fedf22c4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3500462852404175","idStr":"3500462852404175"},"content":"卖了吗?没卖翻倍了都 [可爱]","text":"卖了吗?没卖翻倍了都 [可爱]","html":"卖了吗?没卖翻倍了都 [可爱]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":534307751053000,"gmtCreate":1771465349801,"gmtModify":1771466520771,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 它刚保证不增发股本就1.6亿变2亿,还有傻子信骗子。 它知道有万分之一的人是傻子,它就能继续骗。","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 它刚保证不增发股本就1.6亿变2亿,还有傻子信骗子。 它知道有万分之一的人是傻子,它就能继续骗。","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 它刚保证不增发股本就1.6亿变2亿,还有傻子信骗子。 它知道有万分之一的人是傻子,它就能继续骗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/534307751053000","isVote":1,"tweetType":1,"viewCount":6264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4139662437151780","authorId":"4139662437151780","name":"成与都","avatar":"https://static.tigerbbs.com/c4748ef95fbe8e758b52a7acefb9e8e3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4139662437151780","idStr":"4139662437151780"},"content":"保证的是不合股","text":"保证的是不合股","html":"保证的是不合股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543771106616080,"gmtCreate":1773782113343,"gmtModify":1773782116454,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 一次受骗是运气,反复受骗得看看脑科","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 一次受骗是运气,反复受骗得看看脑科","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 一次受骗是运气,反复受骗得看看脑科","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543771106616080","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531681803261288,"gmtCreate":1770826017054,"gmtModify":1770826018639,"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"197865843806300","idStr":"197865843806300"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 过来看笑话来了哈哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 过来看笑话来了哈哈哈哈哈","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 过来看笑话来了哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/531681803261288","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103686842895780","authorId":"4103686842895780","name":"取好好听的名字","avatar":"https://static.tigerbbs.com/ed43cfb9e8dc4586be87bda011d590ca","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4103686842895780","idStr":"4103686842895780"},"content":"傻子根本割不完,特别是有暴涨做诱饵的时候,很多傻子是赌博式炒股,根本分不清哪些赚钱的概率大哪些赚钱概率小,对他们来说概率再小撞到了就是百分之百,这种人不被割天理不容。","text":"傻子根本割不完,特别是有暴涨做诱饵的时候,很多傻子是赌博式炒股,根本分不清哪些赚钱的概率大哪些赚钱概率小,对他们来说概率再小撞到了就是百分之百,这种人不被割天理不容。","html":"傻子根本割不完,特别是有暴涨做诱饵的时候,很多傻子是赌博式炒股,根本分不清哪些赚钱的概率大哪些赚钱概率小,对他们来说概率再小撞到了就是百分之百,这种人不被割天理不容。"},{"author":{"id":"197865843806300","authorId":"197865843806300","name":"卧龙居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"197865843806300","idStr":"197865843806300"},"content":"骗子啥时候破产退市?割完傻子吗?","text":"骗子啥时候破产退市?割完傻子吗?","html":"骗子啥时候破产退市?割完傻子吗?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}