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·
02-13
牛逼。。
爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%
奢侈品寒冬中爱马仕再现“逆风稳跑”。地区方面，美洲市场劲增12.1%超预期，美消费者对顶级奢侈品的购买力仍在。产品方面，皮具部门有机增长14.6%，核心单品供不应求。受益于超高净值客群的粘性，公司全年营业利润率攀升至41%，同时宣布2026年提价5%-6%。
爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%
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·
2025-11-21
作为股东荣幸见证历史[吃瓜]
礼来成为全球首家市值突破1万亿美元的医疗保健公司
11月21日，$礼来(LLY)$涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。
礼来成为全球首家市值突破1万亿美元的医疗保健公司
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·
2025-11-21
格局要大[胜利]
Form 4 | Eli Lilly & Co 的董事 LILLY ENDOWMENT INC 减持167526股
Lilly Endowment Inc作为 Eli Lilly & Co 的董事，于2025年11月19日进行了多项股票出售活动，总计减持167,526股普通股。此次密集减持可能表明公司当前股价较高，需引起投资者关注。
Form 4 | Eli Lilly & Co 的董事 LILLY ENDOWMENT INC 减持167526股
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·
2025-11-20
明年主角亚马逊
一图看懂 | 标普500十大成分股年内涨幅，谷歌居首，特斯拉“原地踏步”
美股巨头们今年的表现已拉开差距。
一图看懂 | 标普500十大成分股年内涨幅，谷歌居首，特斯拉“原地踏步”
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·
2025-11-07
$墨式烧烤(CMG)$
我不相信继续下跌
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·
2025-11-02
系统出bug？我怎么不能入金，说我需要开户
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·
2025-10-29
$英伟达(NVDA)$
很荣幸作为股东见证五万亿美元历史
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·
2025-10-28
集体完蛋
美股异动 | 邮轮股集体下挫，皇家加勒比邮轮跌超9%
10月28日，美股邮轮股盘中普跌，$皇家加勒比邮轮(RCL)$跌超9%，$嘉年华邮轮(CCL)$、$挪威邮轮(NCLH)$跌超5%。
美股异动 | 邮轮股集体下挫，皇家加勒比邮轮跌超9%
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·
2025-10-27
$诺和诺德(NVO)$
我不相信还能新低。
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·
2025-10-27
$英伟达(NVDA)$
买太少了怎么办[捂脸] [捂脸] [捂脸]
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17:32","market":"fut","language":"zh","title":"爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610492229","media":"华尔街见闻","summary":"奢侈品寒冬中爱马仕再现“逆风稳跑”。地区方面，美洲市场劲增12.1%超预期，美消费者对顶级奢侈品的购买力仍在。产品方面，皮具部门有机增长14.6%，核心单品供不应求。受益于超高净值客群的粘性，公司全年营业利润率攀升至41%，同时宣布2026年提价5%-6%。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HESAY\">爱马仕</a>在奢侈品行业整体降温的背景下，<strong>受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压</strong>，再次交出一份“稳中偏强”的成绩单。</p><p>2月12日，法国奢侈品巨头爱马仕发布2025年第四季度及全年财报，<strong>公司四季度营收按不变汇率增长9.8%，不仅延续了稳定增速，也高于Visible Alpha汇总的分析师一致预期（8.4%）。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b72a17a653821b7f0852fe3f5829bec7\" tg-width=\"2036\" tg-height=\"1112\"/></p><p><strong>地区表现上，美洲（主要为美国）成为最大亮点，</strong>四季度销售按不变汇率增长12.1%，显著超出市场对约9%增速的预期；日本需求同样强劲，继续支撑集团在全球范围内的韧性增长。</p><p><strong>产品结构方面，贡献主要利润的皮具与马具部门（涵盖Birkin、Kelly等核心品类）有机增长14.6%</strong>，再度跑在集团平均增速之前，显示“稀缺供给+强品牌力”的商业模式在放缓周期中更具防御性。</p><p>盈利能力也继续抬升：公司全年营业利润达65.7亿欧元（约合77.9亿美元），<strong>营业利润率41%，小幅高于市场预期的40%。</strong>同时，爱马仕宣布将派发每股18欧元股息。管理层表示将“带着信心”进入2026年，但<strong>今年提价幅度预计降至5%-6%，低于2025年的6%-7%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49411bff8098f259d2e1088e5b2c0f5a\" tg-width=\"1464\" tg-height=\"726\"/></p><h2 id=\"id_1802942445\">收入端：四季度9.8%按不变汇率增长，继续“逆风稳跑”</h2><p>本次财报最核心的信息在于：<strong>在同行普遍面临需求走弱、提价空间收缩的环境中，爱马仕仍能实现接近两位数的四季度增长</strong>，并且超预期。</p><p>路透指出，公司受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，这使其在行业放缓期的抗压能力显著强于多数奢侈品牌。</p><p>全年营业利润65.7亿欧元、利润率41%，略高于市场预期的40%，<strong>对比多数奢侈品牌在折扣、渠道调整与营销投入中承压，爱马仕的利润率超预期更像是其商业模式（稀缺供给、强品牌力、产品结构偏高端）的自然结果。</strong></p><p>此前，开云集团周二公布，第四季度销售额为39亿欧元，经汇率调整后同比下降3%，旗舰品牌Gucci销售下降10%，为连续第10个季度下滑，但表现好于市场预期的12%跌幅。</p><h2 id=\"id_3214749124\">区域表现：美洲12.1%超预期，美国需求再验证</h2><p>美洲销售增长12.1%是财报的“意外之喜”，不仅高于一致预期，也意味着在关键消费市场，美国对顶级奢侈品的购买力仍在。对投资者而言，这一数据的重要性在于：<strong>当中高端消费摇摆时，头部品牌能否在美国维持动能，往往决定了全年增长的下限。</strong></p><p>此外，日本市场的强劲表现也被管理层与报道重点提及。日元与旅游消费、以及当地对高端皮具与配饰的结构性需求，仍是爱马仕近年相对确定的增量来源之一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccc7d07f29607f1fa82a0048b3eaa25e\" tg-width=\"2098\" tg-height=\"1150\"/></p><h2 id=\"id_1738778582\">品类结构：皮具部门14.6%有机增长，核心引擎未见松动</h2><p><strong>皮具与马具部门是爱马仕利润“压舱石”，也是品牌稀缺性与定价权最集中的品类。</strong>本季度该部门有机增长14.6%，显著快于集团整体，说明高端包袋等核心单品仍处于供不应求、价格与配货体系依旧稳固。</p><p>在行业层面，这也解释了为何爱马仕能更好地穿越周期：当需求走弱时，依赖Logo与潮流驱动的品类更容易波动，而以极强工艺壁垒与产能节奏控制为特征的顶奢皮具，更容易守住增长与利润率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b292116dd3251747a3cd60e916d8f3e\" tg-width=\"2100\" tg-height=\"1134\"/></p><h2 id=\"id_2068059610\">定价策略：2026年提价放缓至5%-6%，但“价格”仍是关键变量</h2><p>CEO Axel Dumas表示，<strong>今年提价幅度预计约5%-6%，较2025年的6%-7%有所放缓，并将原因部分归结为汇率变化。</strong></p><p>奢侈品行业过去几年普遍依赖提价来对冲成本、维持增长，但随着需求降温，很多品牌已经“踩刹车”。爱马仕虽同样放缓提价节奏，但仍维持相对明确的年度提价规划，反映其对客户承受力与品牌溢价的信心。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师也指出，爱马仕今年的提价执行将是影响增长前景的关键因素之一：在供给相对受控的前提下，价格仍是公司营收与利润弹性的核心杠杆。</p><h2 id=\"id_1551678353\">接下来市场会看什么：美国动能、提价兑现与供给节奏</h2><p>展望2026年，市场焦点将集中在三点：</p><p>1、美洲高增长能否延续，尤其在美国宏观与高端消费边际变化下。</p><p>2、5%-6%提价在不同地区与品类的落地效果，以及是否会对销量与等待名单产生扰动。</p><p>3、在订单积压较长的背景下，爱马仕如何平衡扩产与稀缺性管理，继续把“供给节奏”转化为长期定价权。</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>爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%</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爱马仕Q4营收增长9.8%超预期，美国市场强劲助力业绩逆势上扬，今年提价幅度预计为5%-6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-12 17:32 北京时间 <a href=https://wallstreetcn.com/articles/3765593><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>爱马仕在奢侈品行业整体降温的背景下，受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，再次交出一份“稳中偏强”的成绩单。2月12日，法国奢侈品巨头爱马仕发布2025年第四季度及全年财报，公司四季度营收按不变汇率增长9.8%，不仅延续了稳定增速，也高于Visible Alpha汇总的分析师一致预期（8.4%）。地区表现上，美洲（主要为美国）成为最大亮点，四季度销售按不变汇率增长...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765593\">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/ec51452295ac0124dcdc8a4db5658674","relate_stocks":{"HESAY":"爱马仕"},"source_url":"https://wallstreetcn.com/articles/3765593","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2610492229","content_text":"爱马仕在奢侈品行业整体降温的背景下，受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，再次交出一份“稳中偏强”的成绩单。2月12日，法国奢侈品巨头爱马仕发布2025年第四季度及全年财报，公司四季度营收按不变汇率增长9.8%，不仅延续了稳定增速，也高于Visible Alpha汇总的分析师一致预期（8.4%）。地区表现上，美洲（主要为美国）成为最大亮点，四季度销售按不变汇率增长12.1%，显著超出市场对约9%增速的预期；日本需求同样强劲，继续支撑集团在全球范围内的韧性增长。产品结构方面，贡献主要利润的皮具与马具部门（涵盖Birkin、Kelly等核心品类）有机增长14.6%，再度跑在集团平均增速之前，显示“稀缺供给+强品牌力”的商业模式在放缓周期中更具防御性。盈利能力也继续抬升：公司全年营业利润达65.7亿欧元（约合77.9亿美元），营业利润率41%，小幅高于市场预期的40%。同时，爱马仕宣布将派发每股18欧元股息。管理层表示将“带着信心”进入2026年，但今年提价幅度预计降至5%-6%，低于2025年的6%-7%。收入端：四季度9.8%按不变汇率增长，继续“逆风稳跑”本次财报最核心的信息在于：在同行普遍面临需求走弱、提价空间收缩的环境中，爱马仕仍能实现接近两位数的四季度增长，并且超预期。路透指出，公司受益于超高净值客群（对通胀与宏观波动敏感度更低）以及较长的订单积压，这使其在行业放缓期的抗压能力显著强于多数奢侈品牌。全年营业利润65.7亿欧元、利润率41%，略高于市场预期的40%，对比多数奢侈品牌在折扣、渠道调整与营销投入中承压，爱马仕的利润率超预期更像是其商业模式（稀缺供给、强品牌力、产品结构偏高端）的自然结果。此前，开云集团周二公布，第四季度销售额为39亿欧元，经汇率调整后同比下降3%，旗舰品牌Gucci销售下降10%，为连续第10个季度下滑，但表现好于市场预期的12%跌幅。区域表现：美洲12.1%超预期，美国需求再验证美洲销售增长12.1%是财报的“意外之喜”，不仅高于一致预期，也意味着在关键消费市场，美国对顶级奢侈品的购买力仍在。对投资者而言，这一数据的重要性在于：当中高端消费摇摆时，头部品牌能否在美国维持动能，往往决定了全年增长的下限。此外，日本市场的强劲表现也被管理层与报道重点提及。日元与旅游消费、以及当地对高端皮具与配饰的结构性需求，仍是爱马仕近年相对确定的增量来源之一。品类结构：皮具部门14.6%有机增长，核心引擎未见松动皮具与马具部门是爱马仕利润“压舱石”，也是品牌稀缺性与定价权最集中的品类。本季度该部门有机增长14.6%，显著快于集团整体，说明高端包袋等核心单品仍处于供不应求、价格与配货体系依旧稳固。在行业层面，这也解释了为何爱马仕能更好地穿越周期：当需求走弱时，依赖Logo与潮流驱动的品类更容易波动，而以极强工艺壁垒与产能节奏控制为特征的顶奢皮具，更容易守住增长与利润率。定价策略：2026年提价放缓至5%-6%，但“价格”仍是关键变量CEO Axel Dumas表示，今年提价幅度预计约5%-6%，较2025年的6%-7%有所放缓，并将原因部分归结为汇率变化。奢侈品行业过去几年普遍依赖提价来对冲成本、维持增长，但随着需求降温，很多品牌已经“踩刹车”。爱马仕虽同样放缓提价节奏，但仍维持相对明确的年度提价规划，反映其对客户承受力与品牌溢价的信心。摩根大通分析师也指出，爱马仕今年的提价执行将是影响增长前景的关键因素之一：在供给相对受控的前提下，价格仍是公司营收与利润弹性的核心杠杆。接下来市场会看什么：美国动能、提价兑现与供给节奏展望2026年，市场焦点将集中在三点：1、美洲高增长能否延续，尤其在美国宏观与高端消费边际变化下。2、5%-6%提价在不同地区与品类的落地效果，以及是否会对销量与等待名单产生扰动。3、在订单积压较长的背景下，爱马仕如何平衡扩产与稀缺性管理，继续把“供给节奏”转化为长期定价权。","news_type":1,"symbols_score_info":{"HESAY":1.5}},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502613862699088,"gmtCreate":1763736913348,"gmtModify":1763736915629,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"title":"","htmlText":"作为股东荣幸见证历史[吃瓜] ","listText":"作为股东荣幸见证历史[吃瓜] ","text":"作为股东荣幸见证历史[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502613862699088","repostId":"1119870169","repostType":4,"repost":{"id":"1119870169","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":1763736694,"share":"https://www.laohu8.com/m/news/1119870169?lang=zh_CN&edition=full","pubTime":"2025-11-21 22:51","market":"us","language":"zh","title":"礼来成为全球首家市值突破1万亿美元的医疗保健公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1119870169","media":"老虎资讯综合","summary":"11月21日，$礼来(LLY)$涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。","content":"<html><head></head><body><p>11月21日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。今年以来，礼来股价累计上涨38%。至此，美股万亿美元市值公司升至11家。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6aed5238b6cd662f958053a495ffbe0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>凭借其GLP-1类药物的压倒性优势，礼来正迅速拉开与竞争对手的差距。</p><p style=\"text-align: start;\">最新的市场动态显示，礼来已在这场竞争中取得决定性领先。其减肥药Zepbound尽管在2023年底才上市，但随着产能的提升和新临床数据的出现，已成功超越诺和诺德的Wegovy，占据了新增肥胖症药物处方的绝大多数份额。</p><p>近期与特朗普政府达成的一项协议，通过降价换取了更广泛的联邦医保（Medicare）和潜在的医疗补助计划（Medicaid）覆盖，此举有望为其减肥药带来约4000万名新患者，极大地拓宽了市场基础。</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>礼来成为全球首家市值突破1万亿美元的医疗保健公司</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礼来成为全球首家市值突破1万亿美元的医疗保健公司\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\">2025-11-21 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日，<a href=\"https://laohu8.com/S/LLY\">礼来</a>涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。今年以来，礼来股价累计上涨38%。至此，美股万亿美元市值公司升至11家。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6aed5238b6cd662f958053a495ffbe0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>凭借其GLP-1类药物的压倒性优势，礼来正迅速拉开与竞争对手的差距。</p><p style=\"text-align: start;\">最新的市场动态显示，礼来已在这场竞争中取得决定性领先。其减肥药Zepbound尽管在2023年底才上市，但随着产能的提升和新临床数据的出现，已成功超越诺和诺德的Wegovy，占据了新增肥胖症药物处方的绝大多数份额。</p><p>近期与特朗普政府达成的一项协议，通过降价换取了更广泛的联邦医保（Medicare）和潜在的医疗补助计划（Medicaid）覆盖，此举有望为其减肥药带来约4000万名新患者，极大地拓宽了市场基础。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"LLY":"礼来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119870169","content_text":"11月21日，礼来涨超1%，成为全球首家市值突破1万亿美元的医疗保健公司。今年以来，礼来股价累计上涨38%。至此，美股万亿美元市值公司升至11家。凭借其GLP-1类药物的压倒性优势，礼来正迅速拉开与竞争对手的差距。最新的市场动态显示，礼来已在这场竞争中取得决定性领先。其减肥药Zepbound尽管在2023年底才上市，但随着产能的提升和新临床数据的出现，已成功超越诺和诺德的Wegovy，占据了新增肥胖症药物处方的绝大多数份额。近期与特朗普政府达成的一项协议，通过降价换取了更广泛的联邦医保（Medicare）和潜在的医疗补助计划（Medicaid）覆盖，此举有望为其减肥药带来约4000万名新患者，极大地拓宽了市场基础。","news_type":1,"symbols_score_info":{"LLY":1.5}},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502547740086984,"gmtCreate":1763720691433,"gmtModify":1763720693878,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"title":"","htmlText":"格局要大[胜利] ","listText":"格局要大[胜利] ","text":"格局要大[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502547740086984","repostId":"1190305140","repostType":2,"repost":{"id":"1190305140","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1763704390,"share":"https://www.laohu8.com/m/news/1190305140?lang=zh_CN&edition=full","pubTime":"2025-11-21 13:53","market":"us","language":"zh","title":"Form 4 | Eli Lilly & Co 的董事 LILLY ENDOWMENT INC 减持167526股","url":"https://stock-news.laohu8.com/highlight/detail?id=1190305140","media":"老虎公告助手","summary":"Lilly Endowment Inc作为 Eli Lilly & Co 的董事，于2025年11月19日进行了多项股票出售活动，总计减持167,526股普通股。此次密集减持可能表明公司当前股价较高，需引起投资者关注。","content":"Lilly Endowment Inc作为 Eli Lilly & Co 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的董事，于2025年11月19日进行了多项股票出售活动，总计减持167,526股普通股。此次密集减持可能表明公司当前股价较高，需引起投资者关注。","news_type":1,"symbols_score_info":{"LLY":1}},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502244769284400,"gmtCreate":1763637190366,"gmtModify":1763637192684,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"title":"","htmlText":"明年主角亚马逊","listText":"明年主角亚马逊","text":"明年主角亚马逊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502244769284400","repostId":"1118814313","repostType":4,"repost":{"id":"1118814313","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":1763633737,"share":"https://www.laohu8.com/m/news/1118814313?lang=zh_CN&edition=full","pubTime":"2025-11-20 18:15","market":"us","language":"zh","title":"一图看懂 | 标普500十大成分股年内涨幅，谷歌居首，特斯拉“原地踏步”","url":"https://stock-news.laohu8.com/highlight/detail?id=1118814313","media":"老虎资讯综合","summary":"美股巨头们今年的表现已拉开差距。","content":"<html><head></head><body><p>时近岁末，美股巨头们今年的表现也已拉开差距。在标普500指数前十大市值成分股中，借巴菲特Q3建仓及Gemini 3 Pro强势发布的东风， <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 年内涨幅达到54%，月线已经8连阳。 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 、 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 作为AI芯片行情的代表，涨幅紧随其后。 <a href=\"https://laohu8.com/S/LLY\">礼来</a> 进一步巩固在减肥药市场的领先地位，年内至今涨幅力压微软、苹果。</p><p>科技七巨头中，Meta、亚马逊微涨， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 则在年内“原地踏步”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb361dcf1b467b4ce7316cd2635a540\" title=\"\" tg-width=\"1080\" tg-height=\"1350\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-20 18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>时近岁末，美股巨头们今年的表现也已拉开差距。在标普500指数前十大市值成分股中，借巴菲特Q3建仓及Gemini 3 Pro强势发布的东风， <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 年内涨幅达到54%，月线已经8连阳。 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 、 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 作为AI芯片行情的代表，涨幅紧随其后。 <a href=\"https://laohu8.com/S/LLY\">礼来</a> 进一步巩固在减肥药市场的领先地位，年内至今涨幅力压微软、苹果。</p><p>科技七巨头中，Meta、亚马逊微涨， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 则在年内“原地踏步”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb361dcf1b467b4ce7316cd2635a540\" title=\"\" tg-width=\"1080\" 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22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月28日，美股邮轮股盘中普跌，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>跌超9%，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>、<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b1dacdfdfd5f11df26b8f4e00eca8eb\" tg-width=\"443\" tg-height=\"171\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"CCL":"嘉年华邮轮","RCL":"皇家加勒比邮轮","NCLH":"挪威邮轮"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169097054","content_text":"10月28日，美股邮轮股盘中普跌，皇家加勒比邮轮跌超9%，嘉年华邮轮、挪威邮轮跌超5%。","news_type":1,"symbols_score_info":{"NCLH":1.1,"RCL":1.1,"CCL":1.1}},"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493701889794880,"gmtCreate":1761553799971,"gmtModify":1761553812025,"author":{"id":"141819716750394","authorId":"141819716750394","name":"空落落","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"141819716750394","authorIdStr":"141819716750394"},"themes":[],"htmlText":"<a 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