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股票小买卖
股票小买卖
·
04-15
$NQ100指数主连 2606(NQmain)$
真牛逼，全是利好，没有利空
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2
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股票小买卖
股票小买卖
·
03-31
$纳斯达克(.IXIC)$
第一批空头获利平仓了，第二波更上
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1,838
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1
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股票小买卖
股票小买卖
·
03-31
$NQ100指数主连 2606(NQmain)$
不管海峡的话。只会导致美元信用大跌， 小小海峡都拿不下，谁还信老美啊
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1,500
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1
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股票小买卖
股票小买卖
·
03-31
$NQ100指数2606(NQ2606)$
只看空，不做空
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1,366
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1
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股票小买卖
股票小买卖
·
03-31
$NQ100指数主连 2606(NQmain)$
想撤就撤？扔下烂摊子给谁？全球的小弟都看着呢， 美元信用无所谓？
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1,088
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1
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股票小买卖
股票小买卖
·
03-30
$NQ100指数主连 2606(NQmain)$
金毛的话真是一字千金啊，这次发言前又买call了吧？
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股票小买卖
股票小买卖
·
03-25
阿里这行业败类就该被监管罚款
国家市场监管总局转发《经济日报》文章：外卖大战该结束了
3月25日，$美团-W(03690)$盘中快速拉升，现涨超6%，公司将于明日公布业绩。
国家市场监管总局转发《经济日报》文章：外卖大战该结束了
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股票小买卖
股票小买卖
·
03-23
$纳斯达克(.IXIC)$
我的外卖兄弟都辞职专门炒纳指了，利好。涨
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股票小买卖
股票小买卖
·
03-16
$NQ100指数主连 2606(NQmain)$
战局全面升级， 拉动美国军工和原油暴涨， 大利好。利率维持不变， 增大了待降息空间，利好。全是利好，涨
$纳斯达克(.IXIC)$
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股票小买卖
股票小买卖
·
03-13
$NQ100指数主连 2603(NQmain)$
$纳斯达克(.IXIC)$
经济停滞，老美失业炒股票；通胀高起，激发老美提前消费热情。全是利好！涨
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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 第一批空头获利平仓了，第二波更上","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 第一批空头获利平仓了，第二波更上","text":"$纳斯达克(.IXIC)$ 第一批空头获利平仓了，第二波更上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548685413806384","isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548650470015272,"gmtCreate":1774959377841,"gmtModify":1774962227206,"author":{"id":"3466457563607908","authorId":"3466457563607908","name":"股票小买卖","avatar":"https://static.tigerbbs.com/c81a7a8ed7ddaf45cd137bab1683b41c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466457563607908","idStr":"3466457563607908"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$ </a><v-v data-views=\"0\"></v-v> 不管海峡的话。只会导致美元信用大跌， 小小海峡都拿不下，谁还信老美啊","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$ </a><v-v data-views=\"0\"></v-v> 不管海峡的话。只会导致美元信用大跌， 小小海峡都拿不下，谁还信老美啊","text":"$NQ100指数主连 2606(NQmain)$ 不管海峡的话。只会导致美元信用大跌， 小小海峡都拿不下，谁还信老美啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548650470015272","isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548481862463776,"gmtCreate":1774930184886,"gmtModify":1774930187615,"author":{"id":"3466457563607908","authorId":"3466457563607908","name":"股票小买卖","avatar":"https://static.tigerbbs.com/c81a7a8ed7ddaf45cd137bab1683b41c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466457563607908","idStr":"3466457563607908"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQ2606\">$NQ100指数2606(NQ2606)$</a> 只看空，不做空","listText":"<a href=\"https://laohu8.com/FUT/NQ2606\">$NQ100指数2606(NQ2606)$</a> 只看空，不做空","text":"$NQ100指数2606(NQ2606)$ 只看空，不做空","images":[{"img":"https://static.tigerbbs.com/3f21c5aeef065417bf8c1a3598108a89","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548481862463776","isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":548458523359112,"gmtCreate":1774924566016,"gmtModify":1774924568054,"author":{"id":"3466457563607908","authorId":"3466457563607908","name":"股票小买卖","avatar":"https://static.tigerbbs.com/c81a7a8ed7ddaf45cd137bab1683b41c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466457563607908","idStr":"3466457563607908"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$ </a><v-v data-views=\"0\"></v-v> 想撤就撤？扔下烂摊子给谁？全球的小弟都看着呢， 美元信用无所谓？","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$ </a><v-v data-views=\"0\"></v-v> 想撤就撤？扔下烂摊子给谁？全球的小弟都看着呢， 美元信用无所谓？","text":"$NQ100指数主连 2606(NQmain)$ 想撤就撤？扔下烂摊子给谁？全球的小弟都看着呢， 美元信用无所谓？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548458523359112","isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548167532712376,"gmtCreate":1774853541683,"gmtModify":1774853543513,"author":{"id":"3466457563607908","authorId":"3466457563607908","name":"股票小买卖","avatar":"https://static.tigerbbs.com/c81a7a8ed7ddaf45cd137bab1683b41c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466457563607908","idStr":"3466457563607908"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$ </a> 金毛的话真是一字千金啊，这次发言前又买call了吧？","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$ </a> 金毛的话真是一字千金啊，这次发言前又买call了吧？","text":"$NQ100指数主连 2606(NQmain)$ 金毛的话真是一字千金啊，这次发言前又买call了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548167532712376","isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546460128674384,"gmtCreate":1774422474402,"gmtModify":1774424400520,"author":{"id":"3466457563607908","authorId":"3466457563607908","name":"股票小买卖","avatar":"https://static.tigerbbs.com/c81a7a8ed7ddaf45cd137bab1683b41c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466457563607908","idStr":"3466457563607908"},"themes":[],"title":"","htmlText":"阿里这行业败类就该被监管罚款","listText":"阿里这行业败类就该被监管罚款","text":"阿里这行业败类就该被监管罚款","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546460128674384","repostId":"1136132588","repostType":2,"repost":{"id":"1136132588","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":1774417073,"share":"https://www.laohunote.com/m/news/1136132588?lang=zh_CN&edition=full","pubTime":"2026-03-25 13:37","market":"hk","language":"zh","title":"国家市场监管总局转发《经济日报》文章：外卖大战该结束了","url":"https://stock-news.laohu8.com/highlight/detail?id=1136132588","media":"老虎资讯综合","summary":"3月25日，$美团-W(03690)$盘中快速拉升，现涨超6%，公司将于明日公布业绩。","content":"<html><head></head><body><p></p><p>3月25日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超11%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨超6%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8d9fb79c4d40f814da804fdbbe6ea24\" title=\"\" tg-width=\"984\" tg-height=\"423\"/></p><h2 id=\"id_963833957\" style=\"text-align: justify;\">国家市场监督管理总局转发经济日报文章：外卖大战该结束了</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd050431621268bc39c1b4da8902e905\" tg-width=\"1362\" tg-height=\"822\"/></p><p>外卖大战影响的不仅仅是餐饮业老板的账本，更是普通人的生计。当作为“压舱石”的餐饮消费因价格战而失速，经济大盘感受到的寒意，最终会传导到每个微观个体。健康的竞争，应该是技术创新、效率提升、服务优化的良性角逐。</p><p style=\"text-align: justify;\">最近几天，你还领到过外卖平台的免单券吗？在近日举行的新闻发布会上，市场监管总局披露了外卖平台反垄断调查的最新进展，表示监管部门已进驻相关平台开展现场调查，下一步将通过问卷、核查等方式进一步传导监管压力，研究处置措施。这向市场传递了监管的态度：疯狂的外卖大战，必须熄火了！</p><p style=\"text-align: justify;\">外卖大战看似惠民，实则内卷。</p><p style=\"text-align: justify;\">对消费者而言，外卖大战确实“香”，谁不喜欢1分的奶茶、3元的咖啡？然而，免费的往往是最贵的。当我们把视线从手机里的免单券，拉到整个经济大盘时，就会发现，这场大战的代价，最终是我们这些普通人在承担，而且远超预期。</p><p style=\"text-align: justify;\">最直接的冲击体现在宏观经济数据上。2025年二季度末至三季度，反映我国居民消费价格的CPI持续下跌，消费市场寒意阵阵。但奇怪的是，如果刨去食品和能源，核心CPI反而一直在回升。这说明，消费本该回暖，却被什么硬“拽”下来了。</p><p style=\"text-align: justify;\">“拽”住它的，就是餐饮。</p><p style=\"text-align: justify;\">在我国CPI统计篮子里，食品烟酒及在外餐饮的权重接近30%，在所有类目中最高。这意味着，餐饮价格一涨，CPI就可能跟着起跳；餐饮价格一跌，CPI就可能跟着深蹲。</p><p style=\"text-align: justify;\">了解了这个背景再去看数据，就会发现：2025年二季度末至三季度，我国餐饮收入增速出现了放缓，其下跌的时间点和走势，与整体CPI的下滑曲线高度重叠；同期，权重同样较高的居住和交通通信并没有出现类似的下滑。</p><p style=\"text-align: justify;\">而这个时间，恰恰是外卖大战白热化、平台补贴最疯狂的时期。财报显示，外卖大战期间，阿里、京东、美团累计补贴高达800亿元至1000亿元。中国饭店协会指出，平台间大额补贴行为导致的价格下行成为2025年6月以来制约餐饮行业增速的重要因素。据美团观察，这场大战直接将餐饮堂食客单价打回了10年前。</p><p style=\"text-align: justify;\">表面上看，外卖大战是平台让利，但从宏观视角看，这是对餐饮行业价格体系的猛烈冲击。餐饮企业为了在补贴战中生存，不得不牺牲品质、压缩利润，整个行业陷入了赔本赚吆喝的恶性循环，最终拖累了消费回暖的大趋势——这恰恰与中央提振消费的工作部署背道而驰，给宏观调控增添了本不应有的阻力。</p><p style=\"text-align: justify;\">外卖大战影响的不仅仅是餐饮业老板的账本，更是普通人的生计。消费是拉动经济增长的主引擎，当作为“压舱石”的餐饮消费因为恶性价格战而失速，经济大盘感受到的寒意，最终会传导到每个微观个体。当企业利润薄如纸片甚至开门就亏钱，就业岗位从何而来？薪资增长又从何谈起？</p><p style=\"text-align: justify;\">正因如此，监管及时叫停外卖大战，其实是在维护经济正常运行，避免恶性竞争打乱经济回暖节奏，让企业及劳动者有正常的生活和收入。</p><p style=\"text-align: justify;\">健康的竞争，应该是技术创新、效率提升、服务优化的良性角逐，而不是依靠资本堆砌的烧钱游戏，更不是利用垄断地位控流量、逼站队的零和博弈。让外卖价格回归合理区间，让餐饮行业摆脱不补贴就死，一补贴就乱的困境，让市场竞争从拼砸钱转向拼服务，这才是真正的惠企利民。</p><p style=\"text-align: justify;\">价格战，走不远；内卷竞争，没有赢家。外卖大战，该结束了。</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>国家市场监管总局转发《经济日报》文章：外卖大战该结束了</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{ 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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国家市场监管总局转发《经济日报》文章：外卖大战该结束了\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\">2026-03-25 13:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p>3月25日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超11%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>涨超6%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8d9fb79c4d40f814da804fdbbe6ea24\" title=\"\" tg-width=\"984\" tg-height=\"423\"/></p><h2 id=\"id_963833957\" style=\"text-align: justify;\">国家市场监督管理总局转发经济日报文章：外卖大战该结束了</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd050431621268bc39c1b4da8902e905\" tg-width=\"1362\" tg-height=\"822\"/></p><p>外卖大战影响的不仅仅是餐饮业老板的账本，更是普通人的生计。当作为“压舱石”的餐饮消费因价格战而失速，经济大盘感受到的寒意，最终会传导到每个微观个体。健康的竞争，应该是技术创新、效率提升、服务优化的良性角逐。</p><p style=\"text-align: justify;\">最近几天，你还领到过外卖平台的免单券吗？在近日举行的新闻发布会上，市场监管总局披露了外卖平台反垄断调查的最新进展，表示监管部门已进驻相关平台开展现场调查，下一步将通过问卷、核查等方式进一步传导监管压力，研究处置措施。这向市场传递了监管的态度：疯狂的外卖大战，必须熄火了！</p><p style=\"text-align: justify;\">外卖大战看似惠民，实则内卷。</p><p style=\"text-align: justify;\">对消费者而言，外卖大战确实“香”，谁不喜欢1分的奶茶、3元的咖啡？然而，免费的往往是最贵的。当我们把视线从手机里的免单券，拉到整个经济大盘时，就会发现，这场大战的代价，最终是我们这些普通人在承担，而且远超预期。</p><p style=\"text-align: justify;\">最直接的冲击体现在宏观经济数据上。2025年二季度末至三季度，反映我国居民消费价格的CPI持续下跌，消费市场寒意阵阵。但奇怪的是，如果刨去食品和能源，核心CPI反而一直在回升。这说明，消费本该回暖，却被什么硬“拽”下来了。</p><p style=\"text-align: justify;\">“拽”住它的，就是餐饮。</p><p style=\"text-align: justify;\">在我国CPI统计篮子里，食品烟酒及在外餐饮的权重接近30%，在所有类目中最高。这意味着，餐饮价格一涨，CPI就可能跟着起跳；餐饮价格一跌，CPI就可能跟着深蹲。</p><p style=\"text-align: justify;\">了解了这个背景再去看数据，就会发现：2025年二季度末至三季度，我国餐饮收入增速出现了放缓，其下跌的时间点和走势，与整体CPI的下滑曲线高度重叠；同期，权重同样较高的居住和交通通信并没有出现类似的下滑。</p><p style=\"text-align: justify;\">而这个时间，恰恰是外卖大战白热化、平台补贴最疯狂的时期。财报显示，外卖大战期间，阿里、京东、美团累计补贴高达800亿元至1000亿元。中国饭店协会指出，平台间大额补贴行为导致的价格下行成为2025年6月以来制约餐饮行业增速的重要因素。据美团观察，这场大战直接将餐饮堂食客单价打回了10年前。</p><p style=\"text-align: justify;\">表面上看，外卖大战是平台让利，但从宏观视角看，这是对餐饮行业价格体系的猛烈冲击。餐饮企业为了在补贴战中生存，不得不牺牲品质、压缩利润，整个行业陷入了赔本赚吆喝的恶性循环，最终拖累了消费回暖的大趋势——这恰恰与中央提振消费的工作部署背道而驰，给宏观调控增添了本不应有的阻力。</p><p style=\"text-align: justify;\">外卖大战影响的不仅仅是餐饮业老板的账本，更是普通人的生计。消费是拉动经济增长的主引擎，当作为“压舱石”的餐饮消费因为恶性价格战而失速，经济大盘感受到的寒意，最终会传导到每个微观个体。当企业利润薄如纸片甚至开门就亏钱，就业岗位从何而来？薪资增长又从何谈起？</p><p style=\"text-align: justify;\">正因如此，监管及时叫停外卖大战，其实是在维护经济正常运行，避免恶性竞争打乱经济回暖节奏，让企业及劳动者有正常的生活和收入。</p><p style=\"text-align: justify;\">健康的竞争，应该是技术创新、效率提升、服务优化的良性角逐，而不是依靠资本堆砌的烧钱游戏，更不是利用垄断地位控流量、逼站队的零和博弈。让外卖价格回归合理区间，让餐饮行业摆脱不补贴就死，一补贴就乱的困境，让市场竞争从拼砸钱转向拼服务，这才是真正的惠企利民。</p><p style=\"text-align: justify;\">价格战，走不远；内卷竞争，没有赢家。外卖大战，该结束了。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"LU0594300419.USD":"富达中国消费基金A","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) 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