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种田专业

种田专业

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IP属地：江苏

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0勋章

04-24

$美团-W(03690)$ 现在做多的的理由不大

04-22

摩根已经不了解中国了

摩根大通：京东对当前外卖市场结构的影响微乎其微

04-09

$Mullen Automotive(MULN)$ 实际股份至少一个亿，系统没有更新。美股太坑了

03-19

$涂鸦智能(TUYA)$ 3月19日，孩子王儿童用品股份有限公司（孩子王，301078.SZ）公告称，公司与杭州涂鸦信息技术有限公司（以下简称“涂鸦智能”）已于 2025年 3月 18日签署《全面合作协议》。孩子王与涂鸦智能均已与北京火山引擎科技有限公司（以下简称“火山引擎”）达成全面合作，基于此，孩子王将在共建BYKIDs孵化器、共研智能体、共同打造AI伴身智能硬件产品矩阵并在孩子王渠道首发及营销、销售、实现门店和直播的AI化改造、共同发展海外市场等方面推进相关工作。

03-19

$百度(BIDU)$ 竟然还没有挂？这个公司你们看好吗？

03-18

$禾赛(HSAI)$ 奔驰合作有问题了吗？股东集体大幅减仓应该这么大

03-14

$禾赛(HSAI)$ 这股价走势，和股东大幅集体减持这个动作看，与奔驰的合作事不一定靠谱啊

02-25

金融独立战争此刻打响！

02-24

$阿里巴巴(BABA)$ 加仓好机会，130以下闭眼入。这次是中概集体情绪。

02-20

$阿里巴巴(BABA)$ 期待与DeepSeek的🤝

2024-12-31

$IT科技包装(ITP)$ 这种骗子股怎么还在

2024-12-30

$Faraday Future(FFIE)$ 又开始埋人了

2024-12-28

$Faraday Future(FFIE)$ 又埋了多少人

2024-12-05

$金山云(KC)$

2024-12-02

$Faraday Future(FFIE)$ ff如果学习华为或者苹果，不做制造者，只做开发、设计、赋能还有些机会。重资产布局在战略上就错了。因为未来工厂不是竞争力

2024-11-15

美国石油5元人民币一升，可口可乐20人民币500毫升

电动汽车股大跌！报道称特朗普团队拟取消7500美元电动汽车税收抵免

2024-11-11

$Faraday Future(FFIE)$ ffie和pltr是否还有更精彩的故事！

2024-10-24

$Faraday Future(FFIE)$ 美国马路上看不到新能源，偶尔遇到个特斯拉。美国高速充电桩，经常一天都没有一个充电的车子

2024-10-09

$三倍做空富时中国ETF-Direxion(YANG)$ 去过美国，也就那样，坚定长期做多中国。鄙视做空自己国家的人

2024-09-28

$老虎证券(TIGR)$ 以后行情在国内了，老虎需求少了，是这个逻辑啊？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/03690\">美团-W</a>（03690.HK）股价在过去一个月表现落后于中概互联网指数<span>ETF</span>（KWEB.US）基准，主要因为投资者对京东积极进入中国内地外卖市场及美团可能的反应感到担忧。</p><p>该行预计京东在2025年与2026年进入内地外卖市场将获得约5%的市场份额，配送量与市场份额将在2025年底增至10%，但在2026年将有所回落。京东的进入可能对两家公司短期盈利前景构成下行风险，但该行认为美团的短期盈利能力可能比京东更具韧性，因美团未采取价格补贴策略进行反击。</p><p>摩根大通认为，京东的进入对当前市场结构的影响微乎其微，目前美团与饿了么分别占据75%与25%的市场份额。在估值方面，该行认为美团相较于京东有更大的上行空间，因美团可持续的双位数盈利前景使其跻身中国互联网第一梯队，这类股票通常以15-20倍的远期市盈率交易。</p><p>该行对美团及京东维持“增持”评级，但短期内更看好美团。该行下调美团目标价，由190港元降至165港元；京东目标由215港元调低至180港元。</p><p>免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根大通：京东对当前外卖市场结构的影响微乎其微</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摩根大通：京东对当前外卖市场结构的影响微乎其微\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-22 15:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422152723a6c3684f&s=b><strong>观点网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>观点网讯：4月22日，摩根大通发表报告指出，京东（09618.HK）与美团-W（03690.HK）股价在过去一个月表现落后于中概互联网指数ETF（KWEB.US）基准，主要因为投资者对京东积极进入中国内地外卖市场及美团可能的反应感到担忧。该行预计京东在2025年与2026年进入内地外卖市场将获得约5%的市场份额，配送量与市场份额将在2025年底增至10%，但在2026年将有所回落。京东的进入可能对...</p>\n\n<a 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250422152723a6c3684f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2529347116","content_text":"观点网讯：4月22日，摩根大通发表报告指出，京东（09618.HK）与美团-W（03690.HK）股价在过去一个月表现落后于中概互联网指数ETF（KWEB.US）基准，主要因为投资者对京东积极进入中国内地外卖市场及美团可能的反应感到担忧。该行预计京东在2025年与2026年进入内地外卖市场将获得约5%的市场份额，配送量与市场份额将在2025年底增至10%，但在2026年将有所回落。京东的进入可能对两家公司短期盈利前景构成下行风险，但该行认为美团的短期盈利能力可能比京东更具韧性，因美团未采取价格补贴策略进行反击。摩根大通认为，京东的进入对当前市场结构的影响微乎其微，目前美团与饿了么分别占据75%与25%的市场份额。在估值方面，该行认为美团相较于京东有更大的上行空间，因美团可持续的双位数盈利前景使其跻身中国互联网第一梯队，这类股票通常以15-20倍的远期市盈率交易。该行对美团及京东维持“增持”评级，但短期内更看好美团。该行下调美团目标价，由190港元降至165港元；京东目标由215港元调低至180港元。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422439124795560,"gmtCreate":1744163825442,"gmtModify":1744163827014,"author":{"id":"3579066292341739","authorId":"3579066292341739","name":"种田专业","avatar":"https://static.tigerbbs.com/9a1989c278270e8def069ec695c142d6","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579066292341739","authorIdStr":"3579066292341739"},"themes":[],"htmlText":"<a 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06:00","market":"sh","language":"zh","title":"电动汽车股大跌！报道称特朗普团队拟取消7500美元电动汽车税收抵免","url":"https://stock-news.laohu8.com/highlight/detail?id=2483011356","media":"华尔街见闻","summary":"智通财经APP获悉，特朗普计划取消7500美元的电动汽车消费者税收抵免，此消息一出，美国多家汽车制造商的股价纷纷下跌。外媒援引知情人士的消息称，特朗普的过渡团队正在讨论将该税收抵免的取消作为更大规模税收改革的一部分。特朗普此前曾表示，一旦上任，他将迅速逆转拜登的电动汽车政策。尽管特斯拉是美国电动汽车市场的领军企业，其首席执行官马斯克表示，公司有能力应对潜在的激励措施取消。","content":"<html><head></head><body><blockquote><p><strong>特朗普团队考虑取消电动车7500美元补贴政策，以资助其减税计划。该政策是拜登政府抗击通胀的措施之一。特朗普支持者和石油行业希望取消电动车税收优惠，而汽车行业团体则呼吁保留。马斯克认为取消补贴政策对特斯拉影响不大，反而会给竞争对手带来更大麻烦。电动汽车股大跌，特斯拉收跌5.77%，“特斯拉劲敌”Rivian收跌14.3%。</strong></p></blockquote><p>美东时间11月14日周四，两位知情人士向路透社透露，美国当选总统唐纳德·特朗普的过渡团队计划取消消费者购买电动汽车时可获得的7500美元税收优惠。这项优惠补贴是拜登总统的《通胀削减法案》(IRA) 的核心措施之一。</p><p style=\"text-align: justify;\">领导这项能源政策过渡工作的，是亿万富翁石油大亨、大陆资源公司创始人Harold Hamm和北达科他州州长Doug Burgum。自特朗普11月5日胜选以来，这个小组已经多次开会，其中几次在特朗普的佛罗里达海湖庄园俱乐部举行，而特斯拉CEO马斯克也在选举后多次到那里。</p><p style=\"text-align: justify;\">取消税收抵免可能会对本已停滞的美国电动汽车转型产生不利影响。但美国最大的电动车卖家——特斯拉的代表告诉特朗普的过渡委员会，他们支持取消这个补贴。马斯克今年早些时候表示，取消补贴可能会对特斯拉的销量造成轻微影响，但会对竞争对手造成更大的打击，其中包括通用汽车等传统车企。</p><p style=\"text-align: justify;\">受此消息影响，Nikola收跌22.76%，极氪ADR收跌23.68%，Workhorse收跌14.49%，“特斯拉劲敌”Rivian收跌14.3%，文远知行ADR收跌17.07%，小鹏ADR收跌5.39%，特斯拉收跌5.77%，贾跃亭的FFIE收跌2.82%。</p><h2 id=\"id_3660919961\" style=\"text-align: start;\">特朗普支持者、特斯拉、石油行业均对此表示支持</h2><p style=\"text-align: justify;\">特朗普在竞选时多次承诺要结束拜登的“电动车政策”，但并没有说明具体细节。而现在特朗普的能源过渡团队认为，拜登的《通胀削减法案》中的一些清洁能源政策很难取消，因为这些项目已经开始拨款，甚至还惠及了一些共和党主导的州，且这些州的民众对该政策持支持态度。</p><p style=\"text-align: justify;\">几乎代表所有主要汽车制造商（除了特斯拉）组成的联盟“汽车创新联盟”在10月15日曾发信给国会，呼吁保留电动车税收补贴，认为这一政策对确保美国在未来汽车技术和制造方面的全球领先地位至关重要。</p><p style=\"text-align: justify;\">知情人士称，<strong>特朗普希望通过取消电动车税收补贴来节省资金，这样他就能用这些资金来支付他上任初期即将到期的数万亿美元减税政策</strong>。共和党人计划将更大规模的税收改革作为他们的新一届国会的首要任务之一。</p><p style=\"text-align: justify;\">特朗普的能源过渡团队成员预计，共和党国会将使用一种叫做“预算协调”（reconciliation）的立法程序来推进这项改革，这样就不需要依赖民主党人的投票。拜登当时就是用这种方法通过了IRA法案。</p><p style=\"text-align: justify;\">大部分石油和天然气行业都强烈支持取消电动车补贴，因为对他们的生意有好处。</p><p style=\"text-align: justify;\">特朗普在选举前就承诺过，即使美国的石油产量已经达到了历史新高，他还是要推动增加美国的石油产量，并且要撤销拜登总统那些花费很大的清洁能源计划。这些政策不仅包括电动车税收补贴，还包括对风能、太阳能的补贴，以及对氢能源的大规模生产支持。</p></body></html>","source":"lsy1700700604709","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>电动汽车股大跌！报道称特朗普团队拟取消7500美元电动汽车税收抵免</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电动汽车股大跌！报道称特朗普团队拟取消7500美元电动汽车税收抵免\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 06:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1211245.html><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普团队考虑取消电动车7500美元补贴政策，以资助其减税计划。该政策是拜登政府抗击通胀的措施之一。特朗普支持者和石油行业希望取消电动车税收优惠，而汽车行业团体则呼吁保留。马斯克认为取消补贴政策对特斯拉影响不大，反而会给竞争对手带来更大麻烦。电动汽车股大跌，特斯拉收跌5.77%，“特斯拉劲敌”Rivian收跌14.3%。美东时间11月14日周四，两位知情人士向路透社透露，美国当选总统唐纳德·特朗普...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1211245.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4516":"特朗普概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","TSLA":"特斯拉","LU1914381329.SGD":"Allianz 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