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DoorDash, Inc.(DASH)
盘前
159.51
0.22
+0.14%
07:07 EDT
159.29
+2.59
+1.65%
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小虎财报
·
05-07
【财报红黑榜】ARM跳水，FSLY暴跌25%，这轮财报季谁被打脸？
本周财报季继续上演“冰火两重天”。有公司业绩和指引超预期后股价一飞冲天，也有公司虽然财报不算差，但因为指引不够强，股价照样被砸。现在市场不光看“有没有增长”，还要看增长够不够快、指引够不够硬、利润够不够稳。 🔥 红榜：网络安全股领涨
$DoorDash, Inc.(DASH)$
上涨12%。公司给出的二季度订单总额指引好于市场预期，一季度每股收益也超预期。外卖平台还能继续增长，市场自然愿意买单。
$飞塔信息(FTNT)$
大涨17%。公司上调全年 billings 指引，全年收入和利润指引也高于市场预期。网络安全赛道本来就有需求，只要公司证明增长还在，股价就容易被重新定价。
$美国雅保(ALB)$
上涨近4%。一季度调整后 EPS 为2.95美元，远高于市场预期的1.19美元，收入和调整后 EBITDA 也明显超预期。锂价周期虽然还在波动，但这份财报至少说明公司短期韧性比市场想得更强。
$Flutter Entertainment PLC(FLUT)$
$ 上涨近3%。一季度调整后 EPS 和收入均小幅超过市场预期。 💀 黑榜：
$Fastly, Inc.(FSLY)$
云平台提供商暴跌25%。一季度业绩虽然超过预期，但市场更在意后续指引。公司二季度收入指引虽然略高于预期，但整体表现没能打动市场，股价直接被砸。财报季最残酷的地方就在这里：过去好不够，未来要更好。
【财报红黑榜】ARM跳水，FSLY暴跌25%，这轮财报季谁被打脸？
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小虎老师
·
04-20
美股周报 | 上周地缘风险降温, 市场V型反弹，本周关注特斯拉、英特尔财报
上周市场回顾 一、市场概览：美股主要指数大涨 上周美股大幅反弹，中东紧张局势缓和叠加油价暴跌推动风险偏好回升。主要指数表现：
$标普500(.SPX)$
：+4.54%，收于7,126.06点
$纳斯达克(.IXIC)$
：+6.84%，连涨13个交易日（1992年以来最长连涨纪录）
$道琼斯(.DJI)$
：+3.19%
$罗素2000指数ETF(IWM)$
：+5.56%，创下历史新高 风格上，成长股连续第三周跑赢价值股（+6.7% vs +2.4%）。
$标普500波动率指数(VIX)$
波动率指数下跌9.1%至17.48。 宏观与大宗
$WTI原油主连 2606(CLmain)$
：从4月7日高点113美元/桶跌至约83美元，但仍较去年同期上涨40%
$10年美债主连 2606(ZNmain)$
：10年期收益率从3月27日高点4.44%降至4.24%，连续四周下行 通胀：3月PPI环比仅增0.5%，远低于1.1%的预期，其中汽油价格上涨贡献约一半涨幅 财报季开局：大型银行业绩超预期，金融业Q1盈利预期从15.1%上调至19.7% 二、美股板块与个股亮点 领涨板块：数据处理外包服务（+19.87%）、互
美股周报 | 上周地缘风险降温, 市场V型反弹，本周关注特斯拉、英特尔财报
精彩
屎星人:
比特币创9万2？ 我是穿越未来还是回到过去了 [捂脸]
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财财分享
·
04-23
Soul App联名DASH LAND活动开启，探索社交真实感与边界感
在社交方式不断演变的当下，年轻人对“真实连接”的需求逐渐凸显。一直以来，Soul App以兴趣为中心，持续探索更贴近年轻人真实社交需求的方式。从线上空间出发，Soul App正尝试将社交关系延伸至线下场景，为年轻人提供更加多元的社交体验。 近期，Soul App联合酒吧品牌 DASH LAND 推出“My Soul Bar”联名酒馆项目，标志着其社交场景从数字空间向现实空间的进一步拓展。该项目计划在年内落地至少30个线下点位，首批7家主题酒馆已在上海、南京、武汉、昆明四座城市同步开放。这一布局不仅是品牌合作的延伸，更是Soul App在社交产品形态上的一次重要实践。 从产品理念来看，Soul App长期强调“去标签化”的社交方式。在平台上，用户通过虚拟形象进行互动，弱化外貌与身份带来的影响，使表达更加直接和自在。这一逻辑在联名酒馆中得到了具象化呈现。例如，“蒙面酒馆”通过名画面具弱化外在特征，使初次交流回归内容本身，减少第一印象的干扰。 这一理念也与Z世代的消费和生活方式变化形成呼应。《Z世代饮酒生活方式报告》显示，27.06%的年轻人更关注酒的口味本身，而非附加在其上的风格标签。这种对标签的淡化，与Soul App在线上倡导的表达方式保持一致，即通过减少外部干扰，让个体拥有更多自我定义的空间。 在空间设计上，Soul App将平台中的“兴趣图谱”和“情绪标签”转化为具体场景。例如，上海陕康里的“哭 Bar”将线上的情绪表达实体化，为用户提供由洋葱构成的“脆弱出口”。类似的场景设置，使原本存在于线上互动中的情绪交流，被转译为可感知的线下体验。这种从抽象到具体的转化，使社交不再停留于信息交换，而是延伸为情绪共鸣。 从用户需求角度来看，情绪价值正成为影响社交行为的重要因素。报告数据显示，63.22%的年轻人将“缓解压力、放松心情”作为饮酒的主要动机。同时，58.86%的受访者表
Soul App联名DASH LAND活动开启，探索社交真实感与边界感
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美股投资网
·
02-24
一份报告，竟能砸崩美股！这只股却逆势飙升！GLW
周一美股在“AI商业模式重估”与“关税不确定性回潮”的双重压力下回落。道指跌1.7%，单日下挫逾800点；标普500跌1%；纳指跌1.1%。金融与软件板块拖累指数，而光通信链条延续强势，成为盘面少数亮点。这不是一次简单的风险偏好波动，而是三个变量叠加后的再定价：一份极端情景报告重塑尾部风险叙事；Anthropic对COBOL自动化能力的披露冲击IBM的稳定现金流逻辑；最高法院裁决后的关税政策再调整，使宏观不确定性重新抬头。Citrini 2028“AI末日”报告上周末，主题投资机构Citrini Research发布了一份题为《2028年6月情景分析》的研究报告。报告在开篇明确指出，这不是预测，而是一场思想实验。其设定更接近一次极端压力测试：假设到2028年，AI在白领岗位中加速渗透，部分岗位被替代，收入下降、消费收缩，依赖软件系统运行的信贷资产风险上升，最终拖累经济进入收缩区间。报告重点提及三类商业模式可能在这一极端情景下承压：第一，平台型履约模式，如
$DoorDash, Inc.(DASH)$
、
$优步(UBER)$
；第二，支付清算网络，如Visa（V）、Mastercard（MA）、American Express（AXP）；第三，私募信贷与另类资产管理，如KKR（KKR）、Blackstone（BX）、Apollo Global（APO）。逻辑并不复杂。如果AI代理能够在“搜索—比价—下单—支付—客服—后台处理”链条中显著降低人工参与和交易摩擦，平台的分发溢价与支付网络的费率议价能力可能被压缩；若消费端承压叠加信贷风险上升，资产管理机构的风险溢价也会重新定价。周一市场给出的反馈非常直接。DASH、AXP
一份报告，竟能砸崩美股！这只股却逆势飙升！GLW
精彩
fresh840:
给的都是短期持股的，合适的抛出点才行，之前推荐的安全股，跌成狗了
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小虎老师
·
02-23
周评：主要指数反弹，成长股跑赢价值股，原油"觉醒"，关注英伟达等财报
一、上周回顾 1. 美国市场——主要指数反弹，成长股跑赢价值股，通胀加速 温和反弹：美国主要股指有所恢复。
$纳斯达克(.IXIC)$
指数收涨1.5%，终结了连续五周下跌的颓势；
$标普500(.SPX)$
上涨1.1%，
$道琼斯(.DJI)$
微涨0.3%。 GDP增速放缓：美国第四季度GDP年化增长率为1.4%，低于经济学家普遍预期的约2.5%。其中一个负面因素是第四季度政府停摆期间联邦支出下降。 通胀加速：周五发布的个人消费支出价格指数（PCE）显示，12月通胀年率升至2.9%，为2024年3月以来最高水平。 成长股跑赢价值股：作为成长股基准的
$罗素2000指数ETF(IWM)$
上周收涨约1.7%，跑赢价值股指数；而罗素1000价值指数仅上涨0.7%。 收益率小幅上升：10年期美国国债收益率本周收于约4.08%，高于前一周创下的年内低点4.05%。 原油觉醒：美国原油价格
$WTI原油主连 2604(CLmain)$
上涨近6%，创下六个多月以来最高水平。 加密货币下跌：周五，
$比特币(BTC.USD.CC)$
交易价格跌破68,000美元，今年以来累计下跌约23%，远低于去年10月创下的约126,000美元的历史高点。 2. 美国板块与个股——基础材料、工业和能源股
周评：主要指数反弹，成长股跑赢价值股，原油"觉醒"，关注英伟达等财报
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独角兽早知道
·
02-26
独角兽早报 | 魅族手机或将成为历史；刘强东50亿元高端游艇产业基地项目落子珠海；九识智能再获3亿美元融资，估值超百亿
多位知情人士表示，魅族手机业务已经实质性停摆，将于2026年3月正式退市。此外，魅族旗下FlymeAuto车机业务将独立运营，魅族品牌或将继续保留在吉利体系内。（界面） 编辑 | Echo 本文仅为信息交流之用，不构成任何交易建议 智元官宣进入德国市场 36氪获悉，2月24日，智元（AGIBOT）在德国慕尼黑举办发布会，正式宣布进入德国市场。会上，智元发布了面向德国市场的全系列通用具身机器人产品矩阵及系统级行业解决方案，并与汽车外饰与结构件制造商敏实集团签署专项战略合作协议，敏实集团成为智元欧洲市场战略合作伙伴及销售代理商。根据合作，双方将依托技术与产业资源的深度融合，加速机器人技术在欧洲的本地化落地与规模化部署。
$上纬新材(688585)$
美国外卖送餐平台DoorDash退出卡塔尔、新加坡、日本和乌兹别克斯坦四个市场 美国外卖送餐平台DoorDash宣布，在数月来就各国具体情况进行检讨后，公司决定将旗下Deliveroo和Wolt品牌退出卡塔尔、新加坡、日本和乌兹别克斯坦四个市场。声明指出，公司会在受影响国家逐步停止业务，并在这段过渡期间与当地团队和合作伙伴密切合作，为职员、商家、消费者、配送员提供协助。（财联社）
$DoorDash, Inc.(DASH)$
普华永道美国将部署Anthropic企业级人工智能插件 普华永道美国发表新闻稿称，和Anthropic宣布达成协议加速在“高度监管”的行业中部署企业级人工智能插件，首先从人工智能原生金融、医疗保健和生命科学领域入手。普华永道将与Anthropic合作，帮助自己的客户嵌入Claude，包括Claude开发者平台、Claude.ai、Clau
独角兽早报 | 魅族手机或将成为历史；刘强东50亿元高端游艇产业基地项目落子珠海；九识智能再获3亿美元融资，估值超百亿
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小虎老师
·
02-16
市场周报：美主要股指下跌，本周关注美联储会议纪要及美Q4 GDP数据
一、上周回顾 1. 美国市场——受喜忧参半的经济信号影响，美股上周波动剧烈 下跌趋势：由于人工智能前景和科技股走势的不确定性持续影响大盘，美国主要股指下跌约1%至2%。标普500指数在过去五周中第四周下跌，此前的跌幅均低于1%。 就业市场韧性：美国就业增长超过预期两倍以上，有助于缓解近期对劳动力市场疲软的担忧。 通胀放缓：1月份CPI年化率为2.4%，低于上月的2.7%，为2025年5月以来的最低水平。 盈利表现优异：近四分之三的企业已完成财报发布，整体盈利增长远超分析师预期。 收益率从约4.20%降至4.05%：受通胀数据弱于预期提振，投资者对未来几个月进一步降息的预期升温，美国国债价格上涨，收益率走低。 GDP数据即将公布：政府将于周五公布GDP初步估值，此前第三季度GDP年化增长率为4.4%，创两年来最快增速。 2. 美国板块及股票——科技板块受财报和人工智能担忧影响，波动剧烈 板块方面：公用事业和基础材料行业领涨，金融板块领跌。上周科技板块波动剧烈，
$标普500(.SPX)$
数下跌1.39%，收于6836.17点。
$苹果(AAPL)$
、
$谷歌(GOOG)$
和
$亚马逊(AMZN)$
等主要科技股因投资者对人工智能支出和市场动荡的担忧而下跌。
$苹果(AAPL)$
股价下跌8.03%，主要原因是高级版Siri的发布延迟以及内存成本上升，导致市值大幅缩水。
市场周报：美主要股指下跌，本周关注美联储会议纪要及美Q4 GDP数据
精彩
khikho:
祝您马年财运滚滚，一马平川💰🎊
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公司概况
公司名称
DoorDash, Inc.
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.doordash.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Doordash, Inc.成立于2013年，名称为Palo Alto Delivery Inc.，一家特拉华州公司。2015年，他们更名为DoorDash, Inc.。该公司建立了一个技术支持的本地物流平台，该平台将商家、消费者和送餐员连接起来。该公司建立了自己的本地物流平台，以满足这三个主要选区的需求，并使每笔订单变得更加智能和高效。
05-27
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
05-26
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
05-22
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
05-22
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
05-06
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-06
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05-06
[修订]年度报告
Form 10-K/A - Annual report [Section 13 and 15(d), not S-K Item 405]: [Amend]
Form 10-K/A - Annual report [Section 13 and 15(d), not S-K Item 405]: [Amend]
04-29
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-20
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
04-15
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
03-09
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
03-05
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
03-04
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
03-02
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
02-26
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
分时
5日
日
周
月
数据加载中...
最高
163.23
今开
156.61
量比
1.33
最低
155.12
昨收
156.70
换手率
1.56%
热议股票
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