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放养的小兵张嘎

放养的小兵张嘎

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放养的小兵张嘎

12-10 17:37

牛逼

史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至

放养的小兵张嘎

11-17

早就说了垃圾公司

刘强东宣布：京东外卖独立app上线，并推出京东点评

放养的小兵张嘎

11-13

$京东(JD)$ 空空空必须空

放养的小兵张嘎

11-13

$京东(JD)$ 垃圾公司

放养的小兵张嘎

11-13

垃圾公司

京东三季度营收2991亿元，同比增长14.9%，外卖保持健康发展

放养的小兵张嘎

11-13

$三花智控(02050)$ 还有戏么

放养的小兵张嘎

09-12

$Circle Internet Corp.(CRCL)$ 必须空他

放养的小兵张嘎

08-26

$Archer Daniels Midland Co(ADM)$ 为啥最近大涨

放养的小兵张嘎

08-19

$维立志博-B(09887)$ 这跌的这么快么，为什么啊

放养的小兵张嘎

08-14

$Bullish(BLSH)$ 还能买么不敢啊

放养的小兵张嘎

08-07

$维立志博-B(09887)$ 这股票看不懂有希望么

放养的小兵张嘎

08-07

$Papa Medical Inc(PAPA)$ 这都是干啥的

放养的小兵张嘎

07-24

在跌点我就入

特斯拉预计全年资本支出超过90亿美元，此前预计超过100亿美元

放养的小兵张嘎

07-23

$维立志博-B(09887)$ 没中，我擦

放养的小兵张嘎

07-17

$FORTIOR(01304)$

放养的小兵张嘎

07-04

$阿里巴巴-W(09988)$ 为什么分红是负数啊求解惑

放养的小兵张嘎

05-30

$D-Wave Quantum Inc.(QBTS)$ 为什么跌啊好了两天又开始了

放养的小兵张嘎

05-23

$D-Wave Quantum Inc.(QBTS)$ 盘前为何跌

放养的小兵张嘎

05-20

$D-Wave Quantum Inc.(QBTS)$ 我靠今晚是为什么啊太猛了

放养的小兵张嘎

04-30

$D-Wave Quantum Inc.(QBTS)$ 这几个人在这刷屏干啥呢累不累啊

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src=\"https://community-static.tradeup.com/news/f8cdbe1cc00d62c783b5d5d5cda86ce8\" title=\"\" tg-width=\"944\" tg-height=\"409\"/></p><p>尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。</p><p>这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。</p><p>市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。</p><p>不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。</p><p>无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。</p><p>韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。</p><p>现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。</p><p>太空板块还有什么标的可以关注呢？</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left;\"><p>代码</p></td><td style=\"text-align: left;\"><p>关注点</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align: left;\"><p>中小型卫星发射服务制造商，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a></p></td><td style=\"text-align: left;\"><p>主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></p></td><td style=\"text-align: left;\"><p>特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/SATS\">回声星通信</a></p></td><td style=\"text-align: left;\"><p>作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> </p></td><td style=\"text-align: left;\"><p>亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a></p></td><td style=\"text-align: left;\"><p>专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a></p></td><td style=\"text-align: left;\"><p>基金持有股份约39%为Space X</p></td></tr></tbody></table><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-10 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43\" title=\"史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！\" tg-width=\"1500\" tg-height=\"956\"/><span>史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！</span></p><p>值得一提的是，持有SpaceX股票的 <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8cdbe1cc00d62c783b5d5d5cda86ce8\" title=\"\" tg-width=\"944\" tg-height=\"409\"/></p><p>尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。</p><p>这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。</p><p>市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。</p><p>不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。</p><p>无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。</p><p>韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。</p><p>现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。</p><p>太空板块还有什么标的可以关注呢？</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left;\"><p>代码</p></td><td style=\"text-align: left;\"><p>关注点</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align: left;\"><p>中小型卫星发射服务制造商，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a></p></td><td style=\"text-align: left;\"><p>主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></p></td><td style=\"text-align: left;\"><p>特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/SATS\">回声星通信</a></p></td><td style=\"text-align: left;\"><p>作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> </p></td><td style=\"text-align: left;\"><p>亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a></p></td><td style=\"text-align: left;\"><p>专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a></p></td><td style=\"text-align: left;\"><p>基金持有股份约39%为Space X</p></td></tr></tbody></table><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164269098","content_text":"彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！值得一提的是，持有SpaceX股票的 回声星通信 ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。太空板块还有什么标的可以关注呢？代码关注点Rocket Lab USA, Inc. 中小型卫星发射服务制造商，互为同赛道竞争对手 Firefly Aerospace Inc.主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手特斯拉特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性 回声星通信作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票亚马逊 亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能 AST SpaceMobile, Inc.专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争 Destiny Tech100 Inc基金持有股份约39%为Space X","news_type":1,"symbols_score_info":{"FLY":2,"AMZN":2,"ASTS":2,"RKLB":2,"SATS":2,"TSLA":2,"DXYZ":2}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501170006581392,"gmtCreate":1763385676768,"gmtModify":1763388649526,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442361004733276","idStr":"3442361004733276"},"themes":[],"title":"","htmlText":"早就说了 垃圾公司","listText":"早就说了 垃圾公司","text":"早就说了 垃圾公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501170006581392","repostId":"1147261615","repostType":2,"repost":{"id":"1147261615","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":1763377276,"share":"https://www.laohu8.com/m/news/1147261615?lang=zh_CN&edition=full","pubTime":"2025-11-17 19:01","market":"hk","language":"zh","title":"刘强东宣布：京东外卖独立app上线，并推出京东点评","url":"https://stock-news.laohu8.com/highlight/detail?id=1147261615","media":"老虎资讯综合","summary":"11月17日，在$京东(JD)$品酒会上，京东集团创始人、董事局主席刘强东官宣上线京东外卖独立app，他表示：“今天，京东外卖独立app终于上线，对于经常点外卖的人来说可能会更方便、更容易。”同时，刘强东还宣布推出京东点评，承诺“永不商业化”。","content":"<html><head></head><body><p style=\"text-align: justify;\">11月17日，第3场京东品酒会在三亚保利瑰丽酒店举办。刘强东在现场宣布了京东在本地生活服务领域的三项重要更新：正式上线京东外卖App、发布京东点评及京东真榜。</p><p style=\"text-align: justify;\">刘强东在演讲中指出，“初期因为没有独立的App而丧失了巨大的流量。当年很多人搜‘京东外卖’发现没有App,也不知道主App里面的入口叫‘秒送’。今天上线独立App，希望更容易让用户找到。”</p><p style=\"text-align: justify;\">除了京东外卖独立App，京东真榜和京东点评同期上线。</p><p style=\"text-align: justify;\">“京东点评”利用人工智能分析全网关于餐厅、酒店、景点等消费场所的数据,自动生成综合性点评,并允许用户发表个人评价。</p><p style=\"text-align: justify;\">据介绍，“京东真榜”会提供多维度的商户榜单，位置位于秒送频道，首屏“外卖”正下方，比此前上线的“京东点评”靠前。目前，京东真榜页面仅有“2026年春季外卖入围菜系”，包含“地方菜系”与“上榜好菜”两个栏目。根据京东官方公布的评选规则，该榜单由“AI全网评”、“复购量”、“用户盲测”三个维度评选得出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b5cfc8ceb4288b65e218f337da6649\" alt=\"\" title=\"\" tg-width=\"1078\" tg-height=\"774\"/></p><p style=\"text-align: justify;\">刘强东在现场演讲中承诺“京东点评”和“京东真榜”将永不商业化。</p><p style=\"text-align: justify;\">他表示：“商业企业不应凡事以利润为先,点评和排行榜一旦收费,就会因付费排名而失去真实性与公平性,导致&#34;劣币驱逐良币&#34;,损害消费者利益。他表示,此举旨在为用户提供中立、可信的信息。”</p><p style=\"text-align: justify;\">以下为刘强东演讲实录（有少量删减）：</p><p style=\"text-align: justify;\">大家晚上好。</p><p style=\"text-align: justify;\">我一直觉得，我个人和京东集团与五粮液之间，从第一天起就有一种很特别的缘分和情谊。刚才我们提到，五粮液的勾兑方法是0.618的黄金分割法，而 618 也是我创立京东、正式开张的那一天。</p><p style=\"text-align: justify;\">所以这第一个巧合,就注定了我们是有“千年”的缘分。</p><p style=\"text-align: justify;\">第二个缘分要追溯到我创业初期。那时候手里没什么钱，我连续很多年都在喝“京酒”，而很多人其实不知道，京酒是五粮液集团旗下的酒。</p><p style=\"text-align: justify;\">后来在 2015 年，我到五粮液参观，系统了解了五粮液的一整套标准和工艺。回去之后，无论是在国内还是国外，我在很多场合都会用五粮液来招待客人，也会把它作为礼物送给海外的合作伙伴。</p><p style=\"text-align: justify;\">尤其是遇到那些交情很深、大家心情放松、准备好好喝一场的老朋友时，我几乎都会亲自选五粮液，因为它有一款 39 度的酒，度数更低、喝起来也更舒服。</p><p style=\"text-align: justify;\">今天人比较多，来的同学也很多，大家放松就好。如果哪位朋友一不小心多喝了两杯，其实也不用担心，回去之后，只要再喝上一瓶和五粮液酒瓶同等容量的水，过个三十分钟，我可以负责任地说，基本就没什么问题了。所以今晚大家完全不必为“喝多了”这件事紧张。</p><p style=\"text-align: justify;\">另外，我也不是在给瑰丽酒店打广告，但在过去 12 年里，我和我太太在全世界出差，我的助手和秘书都很清楚：我们订酒店的第一优先级就是瑰丽。</p><p style=\"text-align: justify;\">只要我们去的城市有瑰丽酒店，哪怕要多开 20 公里，我们也会特地去住。对我们夫妻俩来说，瑰丽是最有品味、最有艺术感、也最有品质感的一家酒店品牌。</p><p style=\"text-align: justify;\">借着这次机会，我也希望再和大家重申一下：上次我已经比较系统地介绍过我们的酒旅外卖业务，包括我们的发展目标、具体路径，以及我们希望能为这个行业、为所有用户创造怎样的价值。借今天的机会,我也想宣布一下我们几个新的产品功能上线。</p><p style=\"text-align: justify;\">首先，京东外卖的独立 App 终于来了。</p><p style=\"text-align: justify;\"> 一开始因为没有独立 App，我们其实丢掉了很多本可以拿到的流量。过去很多人去应用商店搜“京东外卖”，发现根本没有这个 App，也不知道在京东主 App 里，外卖入口其实藏在一个叫“秒送”的频道下面，因为当时我们更强调“可以秒送”这个品牌理念。</p><p style=\"text-align: justify;\">结果就是，很多用户，甚至不少老用户，在京东主 App 里都找不到外卖入口。今天，京东外卖独立 App 正式上线了。对于经常点外卖的朋友来说，入口更清晰、体验也会更便捷、更顺手。</p><p style=\"text-align: justify;\">第二，就是“京东点评”。这一块我们也筹备和打磨了一整年，现在终于正式上线。我们采用人工智能技术，去分析全网关于餐厅、酒店、景点、航司等各种好吃好玩地方的海量数据，再通过大模型进行综合判断，最终由 AI 为这些场所生成一份系统化的点评。</p><p style=\"text-align: justify;\">当然，真实用户也完全可以在“京东点评”里发表自己的看法和体验；而我们的 AI 点评，更像是把这些分散在全网的声音“汇总成一句话”。</p><p style=\"text-align: justify;\">它背后会综合分析至少几十万甚至上百万条来自各个平台的信息，哪怕你是在小红书、抖音、百度、微博上发的一条笔记或评论，只要与相关餐厅、酒店、景点、航司有关，都会被纳入模型的参考范围。</p><p style=\"text-align: justify;\">从这个意义上讲，“京东点评”也是中国乃至全球首个由人工智能大规模汇聚全网信息、自动生成的榜单与点评体系。</p><p style=\"text-align: justify;\">同时，我们也推出了“京东真榜”。通过这个榜单，我们可以从不同维度，对餐饮、酒店、航司、景点等各类商户做出多种排序，比如在某个城市，想吃某一道菜，哪一家做得最好、是什么口味，用户一眼就能看到，这就是“京东真榜”想解决的问题。</p><p style=\"text-align: justify;\">另外，我们还结合当下年轻人喜欢的网络语言风格，提供了多种点评话术可选，大家可以根据自己的喜好切换风格，欢迎大家现在就去试一试、玩一玩。</p><p style=\"text-align: justify;\">最后，我想郑重宣布一点：“京东点评”和“京东真榜”，永远不做商业化。</p><p style=\"text-align: justify;\">作为一家商业公司，追求商业利益本身没有问题，我也完全理解。但我始终坚信，我们不应该把所有事情都变成“逐利”的工具，不是什么东西都要围着赚钱转。有些业务可以、也应该去赚钱；但有些事情，是不能用来赚钱的，比如给用户做排名、做点评。</p><p style=\"text-align: justify;\">如果一套排名体系、一份点评是用来收钱的，是谁花钱谁靠前，那它就不可能真正客观、公正。像五粮液这样的全球知名品牌，好就是好，它不需要花钱去“买名次”，因为它本身已经是行业里、也是全世界范围内公认的顶级品质。这种好的东西，应该靠真实口碑和长期积累站住，而不是靠付费排名。我们的点评和榜单，未来也会坚持这一点。</p><p style=\"text-align: justify;\">你如果把这件事商业化了，大家想一想，最愿意付钱给你的会是谁？答案其实不难想：一定是那些本来排名靠后、品质一般甚至比较差的商家。他为什么愿意给你花钱？就是因为一旦掏了钱，他的排名就能往前挪，排到更显眼的位置。那如果你收了他的钱，却又不把他排到前面，他还会不会继续给你钱？肯定不会。</p><p style=\"text-align: justify;\">所以大家只要稍微用一点逻辑想一想就会明白：只要点评和排行榜一旦走向商业化，就绝不可能真正保持公正，也不可能谈得上公平，最终一定会演变成“劣币驱逐良币”。</p><p style=\"text-align: justify;\">谢谢大家。我真心希望，京东永远是在座各位可以信任、也愿意长期信赖的朋友。</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>刘强东宣布：京东外卖独立app上线，并推出京东点评</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n刘强东宣布：京东外卖独立app上线，并推出京东点评\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-17 19:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">11月17日，第3场京东品酒会在三亚保利瑰丽酒店举办。刘强东在现场宣布了京东在本地生活服务领域的三项重要更新：正式上线京东外卖App、发布京东点评及京东真榜。</p><p style=\"text-align: justify;\">刘强东在演讲中指出，“初期因为没有独立的App而丧失了巨大的流量。当年很多人搜‘京东外卖’发现没有App,也不知道主App里面的入口叫‘秒送’。今天上线独立App，希望更容易让用户找到。”</p><p style=\"text-align: justify;\">除了京东外卖独立App，京东真榜和京东点评同期上线。</p><p style=\"text-align: justify;\">“京东点评”利用人工智能分析全网关于餐厅、酒店、景点等消费场所的数据,自动生成综合性点评,并允许用户发表个人评价。</p><p style=\"text-align: justify;\">据介绍，“京东真榜”会提供多维度的商户榜单，位置位于秒送频道，首屏“外卖”正下方，比此前上线的“京东点评”靠前。目前，京东真榜页面仅有“2026年春季外卖入围菜系”，包含“地方菜系”与“上榜好菜”两个栏目。根据京东官方公布的评选规则，该榜单由“AI全网评”、“复购量”、“用户盲测”三个维度评选得出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52b5cfc8ceb4288b65e218f337da6649\" alt=\"\" title=\"\" tg-width=\"1078\" tg-height=\"774\"/></p><p style=\"text-align: justify;\">刘强东在现场演讲中承诺“京东点评”和“京东真榜”将永不商业化。</p><p style=\"text-align: justify;\">他表示：“商业企业不应凡事以利润为先,点评和排行榜一旦收费,就会因付费排名而失去真实性与公平性,导致&#34;劣币驱逐良币&#34;,损害消费者利益。他表示,此举旨在为用户提供中立、可信的信息。”</p><p style=\"text-align: justify;\">以下为刘强东演讲实录（有少量删减）：</p><p style=\"text-align: justify;\">大家晚上好。</p><p style=\"text-align: justify;\">我一直觉得，我个人和京东集团与五粮液之间，从第一天起就有一种很特别的缘分和情谊。刚才我们提到，五粮液的勾兑方法是0.618的黄金分割法，而 618 也是我创立京东、正式开张的那一天。</p><p style=\"text-align: justify;\">所以这第一个巧合,就注定了我们是有“千年”的缘分。</p><p style=\"text-align: justify;\">第二个缘分要追溯到我创业初期。那时候手里没什么钱，我连续很多年都在喝“京酒”，而很多人其实不知道，京酒是五粮液集团旗下的酒。</p><p style=\"text-align: justify;\">后来在 2015 年，我到五粮液参观，系统了解了五粮液的一整套标准和工艺。回去之后，无论是在国内还是国外，我在很多场合都会用五粮液来招待客人，也会把它作为礼物送给海外的合作伙伴。</p><p style=\"text-align: justify;\">尤其是遇到那些交情很深、大家心情放松、准备好好喝一场的老朋友时，我几乎都会亲自选五粮液，因为它有一款 39 度的酒，度数更低、喝起来也更舒服。</p><p style=\"text-align: justify;\">今天人比较多，来的同学也很多，大家放松就好。如果哪位朋友一不小心多喝了两杯，其实也不用担心，回去之后，只要再喝上一瓶和五粮液酒瓶同等容量的水，过个三十分钟，我可以负责任地说，基本就没什么问题了。所以今晚大家完全不必为“喝多了”这件事紧张。</p><p style=\"text-align: justify;\">另外，我也不是在给瑰丽酒店打广告，但在过去 12 年里，我和我太太在全世界出差，我的助手和秘书都很清楚：我们订酒店的第一优先级就是瑰丽。</p><p style=\"text-align: justify;\">只要我们去的城市有瑰丽酒店，哪怕要多开 20 公里，我们也会特地去住。对我们夫妻俩来说，瑰丽是最有品味、最有艺术感、也最有品质感的一家酒店品牌。</p><p style=\"text-align: justify;\">借着这次机会，我也希望再和大家重申一下：上次我已经比较系统地介绍过我们的酒旅外卖业务，包括我们的发展目标、具体路径，以及我们希望能为这个行业、为所有用户创造怎样的价值。借今天的机会,我也想宣布一下我们几个新的产品功能上线。</p><p style=\"text-align: justify;\">首先，京东外卖的独立 App 终于来了。</p><p style=\"text-align: justify;\"> 一开始因为没有独立 App，我们其实丢掉了很多本可以拿到的流量。过去很多人去应用商店搜“京东外卖”，发现根本没有这个 App，也不知道在京东主 App 里，外卖入口其实藏在一个叫“秒送”的频道下面，因为当时我们更强调“可以秒送”这个品牌理念。</p><p style=\"text-align: justify;\">结果就是，很多用户，甚至不少老用户，在京东主 App 里都找不到外卖入口。今天，京东外卖独立 App 正式上线了。对于经常点外卖的朋友来说，入口更清晰、体验也会更便捷、更顺手。</p><p style=\"text-align: justify;\">第二，就是“京东点评”。这一块我们也筹备和打磨了一整年，现在终于正式上线。我们采用人工智能技术，去分析全网关于餐厅、酒店、景点、航司等各种好吃好玩地方的海量数据，再通过大模型进行综合判断，最终由 AI 为这些场所生成一份系统化的点评。</p><p style=\"text-align: justify;\">当然，真实用户也完全可以在“京东点评”里发表自己的看法和体验；而我们的 AI 点评，更像是把这些分散在全网的声音“汇总成一句话”。</p><p style=\"text-align: justify;\">它背后会综合分析至少几十万甚至上百万条来自各个平台的信息，哪怕你是在小红书、抖音、百度、微博上发的一条笔记或评论，只要与相关餐厅、酒店、景点、航司有关，都会被纳入模型的参考范围。</p><p style=\"text-align: justify;\">从这个意义上讲，“京东点评”也是中国乃至全球首个由人工智能大规模汇聚全网信息、自动生成的榜单与点评体系。</p><p style=\"text-align: justify;\">同时，我们也推出了“京东真榜”。通过这个榜单，我们可以从不同维度，对餐饮、酒店、航司、景点等各类商户做出多种排序，比如在某个城市，想吃某一道菜，哪一家做得最好、是什么口味，用户一眼就能看到，这就是“京东真榜”想解决的问题。</p><p style=\"text-align: justify;\">另外，我们还结合当下年轻人喜欢的网络语言风格，提供了多种点评话术可选，大家可以根据自己的喜好切换风格，欢迎大家现在就去试一试、玩一玩。</p><p style=\"text-align: justify;\">最后，我想郑重宣布一点：“京东点评”和“京东真榜”，永远不做商业化。</p><p style=\"text-align: justify;\">作为一家商业公司，追求商业利益本身没有问题，我也完全理解。但我始终坚信，我们不应该把所有事情都变成“逐利”的工具，不是什么东西都要围着赚钱转。有些业务可以、也应该去赚钱；但有些事情，是不能用来赚钱的，比如给用户做排名、做点评。</p><p style=\"text-align: justify;\">如果一套排名体系、一份点评是用来收钱的，是谁花钱谁靠前，那它就不可能真正客观、公正。像五粮液这样的全球知名品牌，好就是好，它不需要花钱去“买名次”，因为它本身已经是行业里、也是全世界范围内公认的顶级品质。这种好的东西，应该靠真实口碑和长期积累站住，而不是靠付费排名。我们的点评和榜单，未来也会坚持这一点。</p><p style=\"text-align: justify;\">你如果把这件事商业化了，大家想一想，最愿意付钱给你的会是谁？答案其实不难想：一定是那些本来排名靠后、品质一般甚至比较差的商家。他为什么愿意给你花钱？就是因为一旦掏了钱，他的排名就能往前挪，排到更显眼的位置。那如果你收了他的钱，却又不把他排到前面，他还会不会继续给你钱？肯定不会。</p><p style=\"text-align: justify;\">所以大家只要稍微用一点逻辑想一想就会明白：只要点评和排行榜一旦走向商业化，就绝不可能真正保持公正，也不可能谈得上公平，最终一定会演变成“劣币驱逐良币”。</p><p style=\"text-align: justify;\">谢谢大家。我真心希望，京东永远是在座各位可以信任、也愿意长期信赖的朋友。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/847d34c1e3c7971d406d09709e533466","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147261615","content_text":"11月17日，第3场京东品酒会在三亚保利瑰丽酒店举办。刘强东在现场宣布了京东在本地生活服务领域的三项重要更新：正式上线京东外卖App、发布京东点评及京东真榜。刘强东在演讲中指出，“初期因为没有独立的App而丧失了巨大的流量。当年很多人搜‘京东外卖’发现没有App,也不知道主App里面的入口叫‘秒送’。今天上线独立App，希望更容易让用户找到。”除了京东外卖独立App，京东真榜和京东点评同期上线。“京东点评”利用人工智能分析全网关于餐厅、酒店、景点等消费场所的数据,自动生成综合性点评,并允许用户发表个人评价。据介绍，“京东真榜”会提供多维度的商户榜单，位置位于秒送频道，首屏“外卖”正下方，比此前上线的“京东点评”靠前。目前，京东真榜页面仅有“2026年春季外卖入围菜系”，包含“地方菜系”与“上榜好菜”两个栏目。根据京东官方公布的评选规则，该榜单由“AI全网评”、“复购量”、“用户盲测”三个维度评选得出。刘强东在现场演讲中承诺“京东点评”和“京东真榜”将永不商业化。他表示：“商业企业不应凡事以利润为先,点评和排行榜一旦收费,就会因付费排名而失去真实性与公平性,导致\"劣币驱逐良币\",损害消费者利益。他表示,此举旨在为用户提供中立、可信的信息。”以下为刘强东演讲实录（有少量删减）：大家晚上好。我一直觉得，我个人和京东集团与五粮液之间，从第一天起就有一种很特别的缘分和情谊。刚才我们提到，五粮液的勾兑方法是0.618的黄金分割法，而 618 也是我创立京东、正式开张的那一天。所以这第一个巧合,就注定了我们是有“千年”的缘分。第二个缘分要追溯到我创业初期。那时候手里没什么钱，我连续很多年都在喝“京酒”，而很多人其实不知道，京酒是五粮液集团旗下的酒。后来在 2015 年，我到五粮液参观，系统了解了五粮液的一整套标准和工艺。回去之后，无论是在国内还是国外，我在很多场合都会用五粮液来招待客人，也会把它作为礼物送给海外的合作伙伴。尤其是遇到那些交情很深、大家心情放松、准备好好喝一场的老朋友时，我几乎都会亲自选五粮液，因为它有一款 39 度的酒，度数更低、喝起来也更舒服。今天人比较多，来的同学也很多，大家放松就好。如果哪位朋友一不小心多喝了两杯，其实也不用担心，回去之后，只要再喝上一瓶和五粮液酒瓶同等容量的水，过个三十分钟，我可以负责任地说，基本就没什么问题了。所以今晚大家完全不必为“喝多了”这件事紧张。另外，我也不是在给瑰丽酒店打广告，但在过去 12 年里，我和我太太在全世界出差，我的助手和秘书都很清楚：我们订酒店的第一优先级就是瑰丽。只要我们去的城市有瑰丽酒店，哪怕要多开 20 公里，我们也会特地去住。对我们夫妻俩来说，瑰丽是最有品味、最有艺术感、也最有品质感的一家酒店品牌。借着这次机会，我也希望再和大家重申一下：上次我已经比较系统地介绍过我们的酒旅外卖业务，包括我们的发展目标、具体路径，以及我们希望能为这个行业、为所有用户创造怎样的价值。借今天的机会,我也想宣布一下我们几个新的产品功能上线。首先，京东外卖的独立 App 终于来了。 一开始因为没有独立 App，我们其实丢掉了很多本可以拿到的流量。过去很多人去应用商店搜“京东外卖”，发现根本没有这个 App，也不知道在京东主 App 里，外卖入口其实藏在一个叫“秒送”的频道下面，因为当时我们更强调“可以秒送”这个品牌理念。结果就是，很多用户，甚至不少老用户，在京东主 App 里都找不到外卖入口。今天，京东外卖独立 App 正式上线了。对于经常点外卖的朋友来说，入口更清晰、体验也会更便捷、更顺手。第二，就是“京东点评”。这一块我们也筹备和打磨了一整年，现在终于正式上线。我们采用人工智能技术，去分析全网关于餐厅、酒店、景点、航司等各种好吃好玩地方的海量数据，再通过大模型进行综合判断，最终由 AI 为这些场所生成一份系统化的点评。当然，真实用户也完全可以在“京东点评”里发表自己的看法和体验；而我们的 AI 点评，更像是把这些分散在全网的声音“汇总成一句话”。它背后会综合分析至少几十万甚至上百万条来自各个平台的信息，哪怕你是在小红书、抖音、百度、微博上发的一条笔记或评论，只要与相关餐厅、酒店、景点、航司有关，都会被纳入模型的参考范围。从这个意义上讲，“京东点评”也是中国乃至全球首个由人工智能大规模汇聚全网信息、自动生成的榜单与点评体系。同时，我们也推出了“京东真榜”。通过这个榜单，我们可以从不同维度，对餐饮、酒店、航司、景点等各类商户做出多种排序，比如在某个城市，想吃某一道菜，哪一家做得最好、是什么口味，用户一眼就能看到，这就是“京东真榜”想解决的问题。另外，我们还结合当下年轻人喜欢的网络语言风格，提供了多种点评话术可选，大家可以根据自己的喜好切换风格，欢迎大家现在就去试一试、玩一玩。最后，我想郑重宣布一点：“京东点评”和“京东真榜”，永远不做商业化。作为一家商业公司，追求商业利益本身没有问题，我也完全理解。但我始终坚信，我们不应该把所有事情都变成“逐利”的工具，不是什么东西都要围着赚钱转。有些业务可以、也应该去赚钱；但有些事情，是不能用来赚钱的，比如给用户做排名、做点评。如果一套排名体系、一份点评是用来收钱的，是谁花钱谁靠前，那它就不可能真正客观、公正。像五粮液这样的全球知名品牌，好就是好，它不需要花钱去“买名次”，因为它本身已经是行业里、也是全世界范围内公认的顶级品质。这种好的东西，应该靠真实口碑和长期积累站住，而不是靠付费排名。我们的点评和榜单，未来也会坚持这一点。你如果把这件事商业化了，大家想一想，最愿意付钱给你的会是谁？答案其实不难想：一定是那些本来排名靠后、品质一般甚至比较差的商家。他为什么愿意给你花钱？就是因为一旦掏了钱，他的排名就能往前挪，排到更显眼的位置。那如果你收了他的钱，却又不把他排到前面，他还会不会继续给你钱？肯定不会。所以大家只要稍微用一点逻辑想一想就会明白：只要点评和排行榜一旦走向商业化，就绝不可能真正保持公正，也不可能谈得上公平，最终一定会演变成“劣币驱逐良币”。谢谢大家。我真心希望，京东永远是在座各位可以信任、也愿意长期信赖的朋友。","news_type":1,"symbols_score_info":{"JD":1.5,"09618":1.5}},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499733527244872,"gmtCreate":1763030303340,"gmtModify":1763030305139,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442361004733276","idStr":"3442361004733276"},"themes":[],"title":"","htmlText":"<a 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垃圾公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499733773455952","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499730445693648,"gmtCreate":1763030106787,"gmtModify":1763038933323,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442361004733276","idStr":"3442361004733276"},"themes":[],"title":"","htmlText":"垃圾公司","listText":"垃圾公司","text":"垃圾公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499730445693648","repostId":"1179490413","repostType":2,"repost":{"id":"1179490413","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":1763026278,"share":"https://www.laohu8.com/m/news/1179490413?lang=zh_CN&edition=full","pubTime":"2025-11-13 17:31","market":"hk","language":"zh","title":"京东三季度营收2991亿元，同比增长14.9%，外卖保持健康发展","url":"https://stock-news.laohu8.com/highlight/detail?id=1179490413","media":"老虎资讯综合","summary":"归属于公司普通股股东的净利润为53亿元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/JD\">京东</a> ：2025年第三季度收入2991亿元人民币，同比增长14.9%。归属于公司普通股股东的净利润为53亿元，2024年同期为117亿元。非美国通用会计准则下净利润为58亿元，2024年同期为132亿元。三季度调整后EBITDA 25亿元，同比下降83%，市场预估34.1亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/746ada5d6067759dbad402d806d90acb\" title=\"\" tg-width=\"740\" tg-height=\"874\"/></p><p>京东盘前快速拉升，截至发稿涨幅近5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef427e6be9a01cb13d3569de4fd03500\" title=\"\" tg-width=\"1167\" tg-height=\"432\"/></p><p>营销开支由2024年第三季度的人民币100亿元增加110.5%至2025年第三季度的人民币211亿元（30亿美元）。营销开支占收入的百分比，2025年第三季度为7.0%，2024年第三季度为3.8%。该增加主要是由于用于新业务推广活动的支出增加。</p><p>截至2025年9月30日止九个月，本公司回购共计约80.9百万股A类普通股（相当于40.4百万股美国存托股），总额约为15亿美元。截至本公告日期，股份回购计划项下的剩余金额为35亿美元。</p><p><strong>业务发展</strong></p><ul style=\"\"><li><p>三季度，京东的核心零售业务市场地位持续加强，其中日百品类收入同比增长18.8%，增速约是行业平均增速的4倍；商超品类收入实现连续7个季度的双位数增长；服装鞋帽品类收入同比增速约是行业的8倍。</p></li><li><p>三季度，京东外卖保持健康发展，供给更加丰富的同时，外卖GMV和订单量也取得稳步增长，且整体投入环比收窄，这主要得益于京东外卖运营效率的提升，并且在行业竞争中保持理性，由此取得单均损益水平的逐步改善。同时，第三季度京东外卖持续释放与核心零售业务的协同效应，尤其在用户增长、用户提频、跨品类购物等方面。此外，七鲜小厨自推出以来便获得消费者的广泛认可，日均单量保持在高位水平。七鲜小厨是餐饮外卖行业在供应链模式上的一次重大创新，将助力行业高质量发展。</p></li><li><p>三季度，服务收入同比增长达到30.8%，创近两年来的新高，收入占比进一步提升至24.4%的历史新高。</p></li></ul><p><strong>高管解读</strong></p><p>“三季度，我们的用户规模与购物频次保持强劲增长，年度活跃用户数在10月份突破7亿大关，创下新的里程碑，”京东集团首席执行官许冉女士表示。“核心京东零售业务已构建起多引擎互补的增长矩阵。虽然带电品类面临以旧换新高基数的影响，我们有信心进一步巩固在该领域的领先市场地位，并挖掘日用百货品类与广告服务的巨大增长潜力。此外，京东外卖继续扩大业务规模，并与京东零售不断加深协同效应，与此同时，三季度京东外卖实现了环比投入收窄，这主要得益于其单均损益表现的改善。整体来看，我们各项业务均取得稳健进展，相信它们将协同发力，充分释放我们整体业务生态的长期发展潜能。”</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>京东三季度营收2991亿元，同比增长14.9%，外卖保持健康发展</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东三季度营收2991亿元，同比增长14.9%，外卖保持健康发展\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-13 17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/JD\">京东</a> ：2025年第三季度收入2991亿元人民币，同比增长14.9%。归属于公司普通股股东的净利润为53亿元，2024年同期为117亿元。非美国通用会计准则下净利润为58亿元，2024年同期为132亿元。三季度调整后EBITDA 25亿元，同比下降83%，市场预估34.1亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/746ada5d6067759dbad402d806d90acb\" title=\"\" tg-width=\"740\" tg-height=\"874\"/></p><p>京东盘前快速拉升，截至发稿涨幅近5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef427e6be9a01cb13d3569de4fd03500\" title=\"\" tg-width=\"1167\" tg-height=\"432\"/></p><p>营销开支由2024年第三季度的人民币100亿元增加110.5%至2025年第三季度的人民币211亿元（30亿美元）。营销开支占收入的百分比，2025年第三季度为7.0%，2024年第三季度为3.8%。该增加主要是由于用于新业务推广活动的支出增加。</p><p>截至2025年9月30日止九个月，本公司回购共计约80.9百万股A类普通股（相当于40.4百万股美国存托股），总额约为15亿美元。截至本公告日期，股份回购计划项下的剩余金额为35亿美元。</p><p><strong>业务发展</strong></p><ul style=\"\"><li><p>三季度，京东的核心零售业务市场地位持续加强，其中日百品类收入同比增长18.8%，增速约是行业平均增速的4倍；商超品类收入实现连续7个季度的双位数增长；服装鞋帽品类收入同比增速约是行业的8倍。</p></li><li><p>三季度，京东外卖保持健康发展，供给更加丰富的同时，外卖GMV和订单量也取得稳步增长，且整体投入环比收窄，这主要得益于京东外卖运营效率的提升，并且在行业竞争中保持理性，由此取得单均损益水平的逐步改善。同时，第三季度京东外卖持续释放与核心零售业务的协同效应，尤其在用户增长、用户提频、跨品类购物等方面。此外，七鲜小厨自推出以来便获得消费者的广泛认可，日均单量保持在高位水平。七鲜小厨是餐饮外卖行业在供应链模式上的一次重大创新，将助力行业高质量发展。</p></li><li><p>三季度，服务收入同比增长达到30.8%，创近两年来的新高，收入占比进一步提升至24.4%的历史新高。</p></li></ul><p><strong>高管解读</strong></p><p>“三季度，我们的用户规模与购物频次保持强劲增长，年度活跃用户数在10月份突破7亿大关，创下新的里程碑，”京东集团首席执行官许冉女士表示。“核心京东零售业务已构建起多引擎互补的增长矩阵。虽然带电品类面临以旧换新高基数的影响，我们有信心进一步巩固在该领域的领先市场地位，并挖掘日用百货品类与广告服务的巨大增长潜力。此外，京东外卖继续扩大业务规模，并与京东零售不断加深协同效应，与此同时，三季度京东外卖实现了环比投入收窄，这主要得益于其单均损益表现的改善。整体来看，我们各项业务均取得稳健进展，相信它们将协同发力，充分释放我们整体业务生态的长期发展潜能。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf5337c9c7bc23ec872d30a10fe10327","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179490413","content_text":"京东 ：2025年第三季度收入2991亿元人民币，同比增长14.9%。归属于公司普通股股东的净利润为53亿元，2024年同期为117亿元。非美国通用会计准则下净利润为58亿元，2024年同期为132亿元。三季度调整后EBITDA 25亿元，同比下降83%，市场预估34.1亿元。京东盘前快速拉升，截至发稿涨幅近5%。营销开支由2024年第三季度的人民币100亿元增加110.5%至2025年第三季度的人民币211亿元（30亿美元）。营销开支占收入的百分比，2025年第三季度为7.0%，2024年第三季度为3.8%。该增加主要是由于用于新业务推广活动的支出增加。截至2025年9月30日止九个月，本公司回购共计约80.9百万股A类普通股（相当于40.4百万股美国存托股），总额约为15亿美元。截至本公告日期，股份回购计划项下的剩余金额为35亿美元。业务发展三季度，京东的核心零售业务市场地位持续加强，其中日百品类收入同比增长18.8%，增速约是行业平均增速的4倍；商超品类收入实现连续7个季度的双位数增长；服装鞋帽品类收入同比增速约是行业的8倍。三季度，京东外卖保持健康发展，供给更加丰富的同时，外卖GMV和订单量也取得稳步增长，且整体投入环比收窄，这主要得益于京东外卖运营效率的提升，并且在行业竞争中保持理性，由此取得单均损益水平的逐步改善。同时，第三季度京东外卖持续释放与核心零售业务的协同效应，尤其在用户增长、用户提频、跨品类购物等方面。此外，七鲜小厨自推出以来便获得消费者的广泛认可，日均单量保持在高位水平。七鲜小厨是餐饮外卖行业在供应链模式上的一次重大创新，将助力行业高质量发展。三季度，服务收入同比增长达到30.8%，创近两年来的新高，收入占比进一步提升至24.4%的历史新高。高管解读“三季度，我们的用户规模与购物频次保持强劲增长，年度活跃用户数在10月份突破7亿大关，创下新的里程碑，”京东集团首席执行官许冉女士表示。“核心京东零售业务已构建起多引擎互补的增长矩阵。虽然带电品类面临以旧换新高基数的影响，我们有信心进一步巩固在该领域的领先市场地位，并挖掘日用百货品类与广告服务的巨大增长潜力。此外，京东外卖继续扩大业务规模，并与京东零售不断加深协同效应，与此同时，三季度京东外卖实现了环比投入收窄，这主要得益于其单均损益表现的改善。整体来看，我们各项业务均取得稳健进展，相信它们将协同发力，充分释放我们整体业务生态的长期发展潜能。”","news_type":1,"symbols_score_info":{"JD":2,"09618":2}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499685865447424,"gmtCreate":1763019100126,"gmtModify":1763019101823,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442361004733276","idStr":"3442361004733276"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$</a> 还有戏么","listText":"<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$</a> 还有戏么","text":"$三花智控(02050)$ 还有戏么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499685865447424","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477842211914448,"gmtCreate":1757670824430,"gmtModify":1757670825458,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442361004733276","idStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 必须空他","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 必须空他","text":"$Circle Internet Corp.(CRCL)$ 必须空他","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/477842211914448","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471657268994208,"gmtCreate":1756193534803,"gmtModify":1756193536123,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442361004733276","idStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADM\">$Archer Daniels Midland Co(ADM)$</a> 为啥最近大涨","listText":"<a href=\"https://laohu8.com/S/ADM\">$Archer Daniels Midland Co(ADM)$</a> 为啥最近大涨","text":"$Archer Daniels Midland Co(ADM)$ 为啥最近大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471657268994208","isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469221721210960,"gmtCreate":1755587069061,"gmtModify":1755587070269,"author":{"id":"3442361004733276","authorId":"3442361004733276","name":"放养的小兵张嘎","avatar":"https://static.tigerbbs.com/a2bbfa9b4b9d9fdf7509f0ac54719e8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442361004733276","idStr":"3442361004733276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> 这跌的这么快么，为什么啊","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> 这跌的这么快么，为什么啊","text":"$维立志博-B(09887)$ 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18:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>预计全年资本支出超过90亿美元，此前预计超过100亿美元；与汽车业务相比，现行关税制度对能源生产和存储业务的影响将相对更大；经常收到关于Robotaxi的信息请求，包括来自监管机构和政府部门的传票。</p><p>特斯拉美股盘前小幅收窄，此前一度跌超6.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cdb5852be37e93895f36fc043bf953e\" title=\"\" tg-width=\"867\" tg-height=\"829\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4555":"新能源车","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL 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14:45","market":"us","language":"zh","title":"史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至","url":"https://stock-news.laohu8.com/highlight/detail?id=1164269098","media":"老虎资讯综合","summary":"彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。","content":"<html><head></head><body><p>彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43\" title=\"史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！\" tg-width=\"1500\" tg-height=\"956\"/><span>史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！</span></p><p>值得一提的是，持有SpaceX股票的 <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8cdbe1cc00d62c783b5d5d5cda86ce8\" title=\"\" tg-width=\"944\" tg-height=\"409\"/></p><p>尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。</p><p>这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。</p><p>市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。</p><p>不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。</p><p>无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。</p><p>韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。</p><p>现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。</p><p>太空板块还有什么标的可以关注呢？</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left;\"><p>代码</p></td><td style=\"text-align: left;\"><p>关注点</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align: left;\"><p>中小型卫星发射服务制造商，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a></p></td><td style=\"text-align: left;\"><p>主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></p></td><td style=\"text-align: left;\"><p>特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/SATS\">回声星通信</a></p></td><td style=\"text-align: left;\"><p>作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> </p></td><td style=\"text-align: left;\"><p>亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a></p></td><td style=\"text-align: left;\"><p>专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a></p></td><td style=\"text-align: left;\"><p>基金持有股份约39%为Space X</p></td></tr></tbody></table><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n史诗级IPO在路上！SpaceX据称明年上市，这些美股太空概念股投资潮将至\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-10 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43\" title=\"史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！\" tg-width=\"1500\" tg-height=\"956\"/><span>史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！</span></p><p>值得一提的是，持有SpaceX股票的 <a href=\"https://laohu8.com/S/SATS\">回声星通信</a> ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8cdbe1cc00d62c783b5d5d5cda86ce8\" title=\"\" tg-width=\"944\" tg-height=\"409\"/></p><p>尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。</p><p>这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。</p><p>市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。</p><p>不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。</p><p>无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。</p><p>韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。</p><p>现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。</p><p>太空板块还有什么标的可以关注呢？</p><table style=\"border-collapse: collapse;\"><tbody><tr><td style=\"text-align: left;\"><p>代码</p></td><td style=\"text-align: left;\"><p>关注点</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align: left;\"><p>中小型卫星发射服务制造商，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/FLY\">Firefly Aerospace Inc.</a></p></td><td style=\"text-align: left;\"><p>主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></p></td><td style=\"text-align: left;\"><p>特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/SATS\">回声星通信</a></p></td><td style=\"text-align: left;\"><p>作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票</p></td></tr><tr><td style=\"text-align: left;\"><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> </p></td><td style=\"text-align: left;\"><p>亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile, Inc.</a></p></td><td style=\"text-align: left;\"><p>专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争</p></td></tr><tr><td style=\"text-align: left;\"><p> <a href=\"https://laohu8.com/S/DXYZ\">Destiny Tech100 Inc</a></p></td><td style=\"text-align: left;\"><p>基金持有股份约39%为Space X</p></td></tr></tbody></table><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c3d20746bdf7b0377575378579101f43","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164269098","content_text":"彭博社周二爆料称，马斯克旗下太空技术公司SpaceX或于 2026 年启动IPO，募资规模最高可达300亿美元。对此，SpaceX暂未回应置评请求。史上最大IPO明年来袭？SpaceX拟募资超300亿美元，目标估值超特斯拉！值得一提的是，持有SpaceX股票的 回声星通信 ，在今年9月时所持股份估值达85亿美元。受上述消息提振，该公司股价周二盘后大涨10美元，最终收于93.54美元，单日涨幅达6%，过去一周累计涨幅更是高达25%。尽管仍为私有企业，SpaceX已是全球估值最高的航空航天与国防企业，当前估值约4000亿美元。有报道称，该公司上周曾寻求8000亿美元的估值，但马斯克似乎有意淡化这一可能性，他表示SpaceX目前已实现现金流为正，并不迫切需要通过发售股票募资。这一表态令众多渴望入股该公司的投资者略感失望。SpaceX的投资吸引力不言而喻：其全球轨道发射业务占比超半数，旗下星链（Starlink）卫星宽带业务用户规模更是突破 800 万。市场还猜测，SpaceX此番IPO或将推动马斯克整合其庞大的科技版图。不久前，特斯拉股东投票支持一项提案，授权公司向马斯克旗下人工智能企业 xAI 进行投资。不过需要指出的是，该项投票不具备约束力，且有大量股东选择弃权。无论是投资 xAI，还是参与SpaceX的 IPO，都可能成为特斯拉向大型控股公司 X Corp 迈进的关键一步。韦德布什证券分析师表示：“若SpaceX推进 IPO 进程，而特斯拉未参与入股，我们会感到十分意外。” 目前，分析师对特斯拉股票给予 “买入” 评级，目标价定为600美元。他认为，特斯拉在自动驾驶出租车、人形机器人等人工智能领域的布局，将为公司未来带来显著的盈利增长。现阶段判断马斯克的最终计划尚为时过早，其战略意图亦可能随时调整，但这并不妨碍投资者展开畅想。太空板块还有什么标的可以关注呢？代码关注点Rocket Lab USA, Inc. 中小型卫星发射服务制造商，互为同赛道竞争对手 Firefly Aerospace Inc.主营中小型运载火箭与月球发射服务市场，互为同赛道竞争对手特斯拉特斯拉大概率会参与入股，形成“特斯拉-xAI-SpaceX”的技术生态闭环。此外，特斯拉的自动驾驶技术与SpaceX的星链卫星互联网结合，有望提升车联网服务的覆盖范围与稳定性 回声星通信作为与SpaceX资本绑定最深的美股公司之一，公司宣布向SpaceX出售15兆赫全国性AWS-3上行链路频谱，换取价值26亿美元的SpaceX股票亚马逊 亚马逊的AWS云服务与SpaceX的星链在“卫星+云”的协同领域存在潜在合作可能 AST SpaceMobile, Inc.专注于“直接到设备”的天基蜂窝宽带服务，与星链的地面终端模式形成差异化竞争 Destiny Tech100 Inc基金持有股份约39%为Space 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18:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月24日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>预计全年资本支出超过90亿美元，此前预计超过100亿美元；与汽车业务相比，现行关税制度对能源生产和存储业务的影响将相对更大；经常收到关于Robotaxi的信息请求，包括来自监管机构和政府部门的传票。</p><p>特斯拉美股盘前小幅收窄，此前一度跌超6.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cdb5852be37e93895f36fc043bf953e\" title=\"\" tg-width=\"867\" tg-height=\"829\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4555":"新能源车","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1066051811.HKD":"HSBC GIF GLOBAL 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