社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
财富小鱼哥
IP属地：北京
+关注
帖子 · 22
帖子 · 22
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
财富小鱼哥
财富小鱼哥
·
12-06 20:35
腾讯习惯别人搞死了，再来捡便宜
看
37
回复
评论
点赞
1
编组 21备份 2
分享
举报
财富小鱼哥
财富小鱼哥
·
12-04 22:43
$霸王茶姬(CHA)$
刚才这下暴跌到底是因为什么？手心都是汗😓
看
188
回复
评论
点赞
1
编组 21备份 2
分享
举报
财富小鱼哥
财富小鱼哥
·
12-04 22:42
$霸王茶姬(CHA)$
刚才这下暴跌到底是因为什么？手心都是汗😓
看
1,060
回复
6
点赞
2
编组 21备份 2
分享
举报
财富小鱼哥
财富小鱼哥
·
12-04
就那么一点份额，谈不上鼎立吧
烧了1200多亿后，外卖大战可能不打了，大赢家是京东？
但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，美团大约是400来亿，而阿里则超过了500亿。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？
烧了1200多亿后，外卖大战可能不打了，大赢家是京东？
看
26
回复
评论
点赞
1
编组 21备份 2
分享
举报
财富小鱼哥
财富小鱼哥
·
12-02
$Circle Internet Corp.(CRCL)$
这次是不是要有35%的时候股份解禁？
看
638
回复
评论
点赞
2
编组 21备份 2
分享
举报
财富小鱼哥
财富小鱼哥
·
11-18
利好降息啊
美国政府官网公布部分初请数据：多数被上修
11月18日，美国政府网站数据显示，10月18日当周首次申请失业金人数为23.2万人。
美国政府官网公布部分初请数据：多数被上修
看
411
回复
评论
点赞
1
编组 21备份 2
分享
举报
财富小鱼哥
财富小鱼哥
·
11-12
$Circle Internet Corp.(CRCL)$
机构是不是空仓，所以维持减持的评级？？？
看
497
回复
3
点赞
4
编组 21备份 2
分享
举报
财富小鱼哥
财富小鱼哥
·
11-09
$多邻国(DUOL)$
2025年的营收预计是11亿左右，扣非净利润2亿，现在市值93亿，45倍的PE对应现在的增速(从40%下跌到 35%，不排除进一步下跌)，短期内是合理的，摩根把目标股价从500下调到300是正常的，目测股价180-220之间晃荡，主要还要看市场情绪。
看
3,031
回复
评论
点赞
1
编组 21备份 2
分享
举报
财富小鱼哥
财富小鱼哥
·
11-03
$MARA Holdings(MARA)$
财报是不是要崩啊？？？
看
861
回复
评论
点赞
2
编组 21备份 2
分享
举报
财富小鱼哥
财富小鱼哥
·
10-27
我相信苹果会推出自己的AI芯片的，但是目前价格还有点高，等市场冷静了再入手
看
1,434
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3547111063007555","uuid":"3547111063007555","gmtCreate":1584017040238,"gmtModify":1611714247089,"name":"财富小鱼哥","pinyin":"cfxygcaifuxiaoyuge","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":56,"tweetSize":22,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.16","exceedPercentage":"93.63%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.06","exceedPercentage":"93.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":33,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":507879118918464,"gmtCreate":1765024559660,"gmtModify":1765024562555,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"htmlText":"腾讯习惯别人搞死了，再来捡便宜","listText":"腾讯习惯别人搞死了，再来捡便宜","text":"腾讯习惯别人搞死了，再来捡便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507879118918464","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507202728952576,"gmtCreate":1764859400502,"gmtModify":1764859402057,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 刚才这下暴跌到底是因为什么？手心都是汗😓","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 刚才这下暴跌到底是因为什么？手心都是汗😓","text":"$霸王茶姬(CHA)$ 刚才这下暴跌到底是因为什么？手心都是汗😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507202728952576","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507425980035256,"gmtCreate":1764859377324,"gmtModify":1764859379237,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 刚才这下暴跌到底是因为什么？手心都是汗😓","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 刚才这下暴跌到底是因为什么？手心都是汗😓","text":"$霸王茶姬(CHA)$ 刚才这下暴跌到底是因为什么？手心都是汗😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/507425980035256","isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450093213450736","authorId":"3450093213450736","name":"红萝卜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3450093213450736","idStr":"3450093213450736"},"content":"国内会大量倒闭，我做奶茶行业我清楚。 前段时间已经做空。","text":"国内会大量倒闭，我做奶茶行业我清楚。 前段时间已经做空。","html":"国内会大量倒闭，我做奶茶行业我清楚。 前段时间已经做空。"},{"author":{"id":"3467245406095502","authorId":"3467245406095502","name":"黑哥不白","avatar":"https://static.tigerbbs.com/2a6e8048482c08804f126c26513009de","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3467245406095502","idStr":"3467245406095502"},"content":"同地段同样的营收，霸王茶姬门店亏损，其他品牌加盟商盈利，接下来会大量倒闭。霸王茶姬为了财报没那么难看强迫加盟商刷单","text":"同地段同样的营收，霸王茶姬门店亏损，其他品牌加盟商盈利，接下来会大量倒闭。霸王茶姬为了财报没那么难看强迫加盟商刷单","html":"同地段同样的营收，霸王茶姬门店亏损，其他品牌加盟商盈利，接下来会大量倒闭。霸王茶姬为了财报没那么难看强迫加盟商刷单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507211266711856,"gmtCreate":1764810780845,"gmtModify":1764810783326,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"title":"","htmlText":"就那么一点份额，谈不上鼎立吧","listText":"就那么一点份额，谈不上鼎立吧","text":"就那么一点份额，谈不上鼎立吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507211266711856","repostId":"2588509764","repostType":2,"repost":{"id":"2588509764","kind":"news","pubTimestamp":1764740888,"share":"https://www.laohu8.com/m/news/2588509764?lang=&edition=full","pubTime":"2025-12-03 13:48","market":"us","language":"zh","title":"烧了1200多亿后，外卖大战可能不打了，大赢家是京东？","url":"https://stock-news.laohu8.com/highlight/detail?id=2588509764","media":"Ofweek维科网","summary":"但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，美团大约是400来亿，而阿里则超过了500亿。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？","content":"<html><body><article><p>本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。</p><p>但不曾想，今年，<a href=\"https://laohu8.com/S/JD\">京东</a>正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。</p><p>而曾经的巨头<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/BABA\">阿里</a>当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110015701137.jpg\"/><p>于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。</p><p>根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这可真的是真金白银烧掉的，不是数字游戏。</p><p>而三季度，三家继续烧钱，按照三季度的报表，三家巨头如果对比去年同期，应该是少了800多亿的营收，换个角度来讲，就是烧掉了800多亿。</p><p>结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，<a href=\"https://laohu8.com/S/03690\">美团</a>大约是400来亿，而<a href=\"https://laohu8.com/S/09988\">阿里</a>则超过了500亿。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110017904595.jpg\"/><p>不过，外卖大战打到现在，也差不太多了，接下来估计不会再打了，像阿里之前计划的补贴就是500来亿，到目前已经用的差不多了。</p><p>而像京东、美团也打的差不多了，不会再去打这外外卖大战了，消费者其实也能够感受得到，进入11月份，其实补贴就越来越少了，到了12月份，那就更少了，原因就是三巨头补贴减少。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110019592629.jpg\"/><p>那么问题就来了，烧了这么多钱，打了半年的大战，谁赢了，谁输了？</p><p>谁输了不好说，毕竟这种战争本来就很难有输家，三巨头底气很足的，输还真的谈不上。但赢家我觉得是京东，他是真赢了。</p><p>首先，京东烧的钱，不算最多的，大约也就是300来亿，算是三巨头中较少的了。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110022298399.jpg\"/><p>其次，原来的外卖江湖，其实主要就是被美团、阿里垄断的，没有第三家。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。</p><p>也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？</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>烧了1200多亿后，外卖大战可能不打了，大赢家是京东？</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烧了1200多亿后，外卖大战可能不打了，大赢家是京东？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-03 13:48 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU1688375341.USD":"贝莱德中国灵活股票基金","09988":"阿里巴巴-W","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4579":"人工智能","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","03690":"美团-W","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4614":"Manus概念股","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","BK4551":"寇图资本持仓","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK4509":"腾讯概念","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK4524":"宅经济概念","BK4585":"ETF&股票定投概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","09618":"京东集团-SW","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4531":"中概回港概念","IE0008368742.USD":"首域中国增长基金I Acc","BK4526":"热门中概股","BK4503":"景林资产持仓","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4122":"互联网与直销零售","BK4220":"综合零售","JD":"京东","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4558":"双十一","BK4504":"桥水持仓","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4505":"高瓴资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588509764","content_text":"本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这可真的是真金白银烧掉的，不是数字游戏。而三季度，三家继续烧钱，按照三季度的报表，三家巨头如果对比去年同期，应该是少了800多亿的营收，换个角度来讲，就是烧掉了800多亿。结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，美团大约是400来亿，而阿里则超过了500亿。不过，外卖大战打到现在，也差不太多了，接下来估计不会再打了，像阿里之前计划的补贴就是500来亿，到目前已经用的差不多了。而像京东、美团也打的差不多了，不会再去打这外外卖大战了，消费者其实也能够感受得到，进入11月份，其实补贴就越来越少了，到了12月份，那就更少了，原因就是三巨头补贴减少。那么问题就来了，烧了这么多钱，打了半年的大战，谁赢了，谁输了？谁输了不好说，毕竟这种战争本来就很难有输家，三巨头底气很足的，输还真的谈不上。但赢家我觉得是京东，他是真赢了。首先，京东烧的钱，不算最多的，大约也就是300来亿，算是三巨头中较少的了。其次，原来的外卖江湖，其实主要就是被美团、阿里垄断的，没有第三家。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？","news_type":1,"symbols_score_info":{"09618":0.6,"03690":0.9,"JD":1.5,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506457055339128,"gmtCreate":1764677346049,"gmtModify":1764677348049,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这次是不是要有35%的时候股份解禁？","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这次是不是要有35%的时候股份解禁？","text":"$Circle Internet Corp.(CRCL)$ 这次是不是要有35%的时候股份解禁？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506457055339128","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501557751828608,"gmtCreate":1763458382484,"gmtModify":1763458384728,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"title":"","htmlText":"利好降息啊","listText":"利好降息啊","text":"利好降息啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501557751828608","repostId":"1100657479","repostType":2,"repost":{"id":"1100657479","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":1763454094,"share":"https://www.laohu8.com/m/news/1100657479?lang=&edition=full","pubTime":"2025-11-18 16:21","market":"us","language":"zh","title":"美国政府官网公布部分初请数据：多数被上修","url":"https://stock-news.laohu8.com/highlight/detail?id=1100657479","media":"老虎资讯综合","summary":"11月18日，美国政府网站数据显示，10月18日当周首次申请失业金人数为23.2万人。","content":"<html><head></head><body><p style=\"text-align: justify;\">11月18日，美国政府官网显示，截至10月18日当周初请失业金人数为23.2万人；续请失业金人数为195.7万人，较此前一周的续请失业金人数194.7万人有所增长。同时，截至9月20日当周初请失业金人数从21.8万人上修至21.9万人，四周均值从23.75万人上修至23.775万人。截至9月13日当周的续请失业金人数从192.6万人下修至191.6万人。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7030003f9c3f99a2e5895b515d660f47\" title=\"\" tg-width=\"1062\" tg-height=\"304\"/></p><p>美国政府官网暂未公布截至9月27日、10月4日、10月11日、10月25日、11月1日、11月8日当周的初请失业金数据，若政府未关门，6组数据本应已公布。</p><p style=\"text-align: justify;\">此前，由于美国政府持续“停摆”，多项经济数据未能按时发布。随着美国政府停摆结束，美国劳工部统计局（BLS）15日表示，11月20日将发布9月非农数据，美联储偏爱指标PCE于11月26日发布。</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>美国政府官网公布部分初请数据：多数被上修</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美国政府官网公布部分初请数据：多数被上修\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\">2025-11-18 16:21</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18日，美国政府官网显示，截至10月18日当周初请失业金人数为23.2万人；续请失业金人数为195.7万人，较此前一周的续请失业金人数194.7万人有所增长。同时，截至9月20日当周初请失业金人数从21.8万人上修至21.9万人，四周均值从23.75万人上修至23.775万人。截至9月13日当周的续请失业金人数从192.6万人下修至191.6万人。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7030003f9c3f99a2e5895b515d660f47\" title=\"\" tg-width=\"1062\" tg-height=\"304\"/></p><p>美国政府官网暂未公布截至9月27日、10月4日、10月11日、10月25日、11月1日、11月8日当周的初请失业金数据，若政府未关门，6组数据本应已公布。</p><p style=\"text-align: justify;\">此前，由于美国政府持续“停摆”，多项经济数据未能按时发布。随着美国政府停摆结束，美国劳工部统计局（BLS）15日表示，11月20日将发布9月非农数据，美联储偏爱指标PCE于11月26日发布。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100657479","content_text":"11月18日，美国政府官网显示，截至10月18日当周初请失业金人数为23.2万人；续请失业金人数为195.7万人，较此前一周的续请失业金人数194.7万人有所增长。同时，截至9月20日当周初请失业金人数从21.8万人上修至21.9万人，四周均值从23.75万人上修至23.775万人。截至9月13日当周的续请失业金人数从192.6万人下修至191.6万人。美国政府官网暂未公布截至9月27日、10月4日、10月11日、10月25日、11月1日、11月8日当周的初请失业金数据，若政府未关门，6组数据本应已公布。此前，由于美国政府持续“停摆”，多项经济数据未能按时发布。随着美国政府停摆结束，美国劳工部统计局（BLS）15日表示，11月20日将发布9月非农数据，美联储偏爱指标PCE于11月26日发布。","news_type":1,"symbols_score_info":{".SPX":2,".IXIC":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499397973012944,"gmtCreate":1762948756102,"gmtModify":1762948757859,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 机构是不是空仓，所以维持减持的评级？？？","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 机构是不是空仓，所以维持减持的评级？？？","text":"$Circle Internet Corp.(CRCL)$ 机构是不是空仓，所以维持减持的评级？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/499397973012944","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569199766678800","authorId":"3569199766678800","name":"金语良言","avatar":"https://static.tigerbbs.com/dbfacd5a49b3f8d0004974631dc02f19","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3569199766678800","idStr":"3569199766678800"},"content":"不错，那个给评级机构有关系的人，还没入场。看crcl到40-50左右抄底。","text":"不错，那个给评级机构有关系的人，还没入场。看crcl到40-50左右抄底。","html":"不错，那个给评级机构有关系的人，还没入场。看crcl到40-50左右抄底。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498290145230904,"gmtCreate":1762675823918,"gmtModify":1762675826405,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$ </a> 2025年的营收预计是11亿左右，扣非净利润2亿，现在市值93亿，45倍的PE对应现在的增速(从40%下跌到 35%，不排除进一步下跌)，短期内是合理的，摩根把目标股价从500下调到300是正常的，目测股价180-220之间晃荡，主要还要看市场情绪。","listText":"<a href=\"https://laohu8.com/S/DUOL\">$多邻国(DUOL)$ </a> 2025年的营收预计是11亿左右，扣非净利润2亿，现在市值93亿，45倍的PE对应现在的增速(从40%下跌到 35%，不排除进一步下跌)，短期内是合理的，摩根把目标股价从500下调到300是正常的，目测股价180-220之间晃荡，主要还要看市场情绪。","text":"$多邻国(DUOL)$ 2025年的营收预计是11亿左右，扣非净利润2亿，现在市值93亿，45倍的PE对应现在的增速(从40%下跌到 35%，不排除进一步下跌)，短期内是合理的，摩根把目标股价从500下调到300是正常的，目测股价180-220之间晃荡，主要还要看市场情绪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498290145230904","isVote":1,"tweetType":1,"viewCount":3031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496278847361384,"gmtCreate":1762184756636,"gmtModify":1762184758387,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$ </a> 财报是不是要崩啊？？？","listText":"<a href=\"https://laohu8.com/S/MARA\">$MARA Holdings(MARA)$ </a> 财报是不是要崩啊？？？","text":"$MARA Holdings(MARA)$ 财报是不是要崩啊？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496278847361384","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493805003661616,"gmtCreate":1761578456722,"gmtModify":1761578459203,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"themes":[],"htmlText":"我相信苹果会推出自己的AI芯片的，但是目前价格还有点高，等市场冷静了再入手","listText":"我相信苹果会推出自己的AI芯片的，但是目前价格还有点高，等市场冷静了再入手","text":"我相信苹果会推出自己的AI芯片的，但是目前价格还有点高，等市场冷静了再入手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493805003661616","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}