社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
【对冲风险】稀土+黄金,能不能这样买?
随着美国总统抛出对华商品加征100%关税的激进言论,一场新的经济摩擦似乎已经到来,稀土板块、黄金板块再度暴涨。【避险王牌,你觉得是“稀土+黄金”吗?市场巨震下,你有何操作建议?
关注
2人关注
登录后可发布短帖
帖子
帖子
精选
精选
MTM2024
MTM2024
·
2025-10-27
成年人不做选择 两个都要持有才不会错过
看
3,230
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
花香满楼
花香满楼
·
2025-10-20
都有价值,平衡购买
看
2,758
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
大碗888
大碗888
·
2025-10-20
看好黄金,就算极端情况黄金依然有价值,
看
2,373
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
小小虎AAA
小小虎AAA
·
2025-10-20
看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0
看
3,443
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
苍穹之剑888
苍穹之剑888
·
2025-10-20
看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0
看
2,570
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
明日阳光888
明日阳光888
·
2025-10-20
看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0
看
3,202
回复
评论
点赞
1
编组 21备份 2
分享
举报
追梦999
追梦999
·
2025-10-20
黄金还要涨,肯定是黄金
看
2,588
回复
评论
点赞
1
编组 21备份 2
分享
举报
hsing
hsing
·
2025-10-20
看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0
看
2,580
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Jet2017
Jet2017
·
2025-10-20
黄金还要涨,肯定是黄金
看
5,846
回复
评论
点赞
1
编组 21备份 2
分享
举报
一路走来cd
一路走来cd
·
2025-10-20
都有,不差钱 [财迷]
看
2,953
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
舟木研究港美股
舟木研究港美股
·
2025-10-20
都有钱 为什呢不能带我一个
看
2,617
回复
评论
点赞
1
编组 21备份 2
分享
举报
夜色很迷人
夜色很迷人
·
2025-10-20
黄金,btc,纳指都要有
看
2,917
回复
评论
点赞
1
编组 21备份 2
分享
举报
杨帆1977
杨帆1977
·
2025-10-20
还是纳指最稳啊
看
2,992
回复
评论
点赞
1
编组 21备份 2
分享
举报
话题虎
话题虎
·
2025-10-20
前PayPal总裁:卖黄金,买比特币!老钱PK新钱,谁更有价值?
特朗普发话,“100%高关税不可持续”。[财迷]周五债券、黄金、白银价格下跌,美股反弹,收盘
$标普500(.SPX)$
创下自8月以来的最佳单周表现。周一港A市场高开。黄金已经连涨10周了,过去10周黄金ETF净流入达342亿美元,创历史最高纪录,现在黄金市值>“科技巨头”市值+比特币市值+白银市值的总市值[看涨][看涨]
$黄金主连 2512(GCmain)$
又是一轮“质疑大妈,理解大妈,成为大妈”的循环,追高的投资者开始变多,大家一方面怕错过,另一方面又怕接最后一棒。(zerohedge撰文表示,现在黄金可能仍是"正确"的资产,但只是价格已不再"合适"。)黄金价格“不合适”再入了,现在前PayPal总裁建议是:卖黄金,买比特币。他认为,黄金是旧世界的价值储存,比特币是新世界的价值网络,但当前市场只定价了它“数字黄金”的功能,忽视了它“互联网级金融基础设施”的潜力。如果比特币是黄金的升级版,为什么不把我们的部分储备换成比特币呢?[得意]不过已经创四个月新低的比特币,上周有12亿美元的ETF资金净流出,市场仍在撤资、观望。短线超跌反弹的可能性在于:回溯BTC恐贪指数,当前已经来到了“极度恐慌”区间,每次跌破10%,随后就会出现一轮短期反弹
$比特币(BTC.USD.CC)$
$以太坊(ETH.USD.CC)$
🔥小虎们,大家觉得,现在是时候“卖黄金,买比特币”了吗?黄金VS比特币,你更看好哪种资产?[哟哟]评论区分享你
看
2.07万
回复
19
点赞
8
编组 21备份 2
分享
举报
前PayPal总裁:卖黄金,买比特币!老钱PK新钱,谁更有价值?
勇敢_小虎
勇敢_小虎
·
2025-10-20
稀土真的是框框涨,可以买入mp了,黄金感觉差不多到头了。
看
3,996
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
专注2022
专注2022
·
2025-10-18
看晚了,错失大肉啊
看
7,315
回复
1
点赞
点赞
编组 21备份 2
分享
举报
美股解毒师
美股解毒师
·
2025-10-15
达美乐Q3:美国同店销售大增,供应链立功,但国际市场告急
$达美乐比萨(DPZ)$
于10月14日发布了其2025财年第三季度的财报。整体来看,公司在收入端继续保持增长,得益于促销、产品创新和渠道扩张等举措,但利润端受到成本上涨和非经营性项目波动的影响,净利润略有承压。具体来看收入增长延续中高速态势(同比增幅超 6%),主要由供应链收入、美国特许权费/广告费收入拉动;经营利润呈现较好扩张(运营利润同比增长逾 12%),但 净利润 因非经常损益与税率抬升而略有回落;结构性的风险点包括美国直营门店毛利率下滑、国际市场增长疲弱,以及公司在DPC Dash资上的估值波动。我们分条深入拆解各项经营指标与背后逻辑。投资要点收入端继续保持正向驱动,增长稳健,供应链与特许权费表现均有支持总收入达到11.471亿美元,同比增长6.2%,超过分析师平均预期11.39亿美元。主要驱动因素包括供应链收入提升(6.97亿美元)和美国特许经营费增加(1.572亿美元),反映出促销活动如“Best Deal Ever”和Parmesan Stuffed Crust的拉动效应。该指标显示公司在美国市场的定价和混销策略有效,同时业务结构中供应链占比(约60%)继续强化其作为生态平台的角色。在供应链收入中,食品篮子(food basket)定价对门店的加价约 +3.3%(与去年同期相比)起到推动作用。虽然商品成本上涨,采购效率(procurement productivity)也在起一定对冲作用,使得供应链毛利率有一定改善(同比加 0.7 个百分点)在宏观环境不甚乐观的背景下,公司依靠供应链加价与渠道杠杆仍能推动收入稳步增长,反映其在定价权和运营效率方面具备一定弹性。但未来需持续观察成本—包括原材料与运输的人力涨价风险。直营门店毛利压力,整体毛利结构趋分化,供应链业务毛利略有改善。美国直营
看
4.38万
回复
1
点赞
2
编组 21备份 2
分享
举报
达美乐Q3:美国同店销售大增,供应链立功,但国际市场告急
阿福哥哥
阿福哥哥
·
2025-10-15
要小心随时回调的风险,必竞现在是在降息周期中
看
4,131
回复
评论
点赞
1
编组 21备份 2
分享
举报
喵了个咪发
喵了个咪发
·
2025-10-15
那么现在还能买稀土股吗
看
4,602
回复
评论
点赞
1
编组 21备份 2
分享
举报
GoldQiuMS
GoldQiuMS
·
2025-10-15
等稀土放开管制,你就可以入啦
看
4,062
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
{"themeInfo":{"themeId":"84504dbb1fb24946bb1e16b91a431a66","name":"【对冲风险】稀土+黄金,能不能这样买?","description":"随着美国总统抛出对华商品加征100%关税的激进言论,一场新的经济摩擦似乎已经到来,稀土板块、黄金板块再度暴涨。【避险王牌,你觉得是“稀土+黄金”吗?市场巨震下,你有何操作建议?","image":"https://static.tigerbbs.com/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1745910327158,"userCounts":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":84504dbb1fb24946bb1e16b91a431a66}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1761062400000,"rewardEnd":true,"symbols":[],"tweetCounts":81,"categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"【对冲风险】稀土+黄金,能不能这样买?","tweetAmount":81,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","isFinancial":false,"allList":[{"id":493642857324928,"gmtCreate":1761539513795,"gmtModify":1761539516345,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM2024","avatar":"https://static.tigerbbs.com/cf612f5616c0bb6339169a6de71520f0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4173359273343622","authorIdStr":"4173359273343622"},"themes":[],"title":"","htmlText":"成年人不做选择 两个都要持有才不会错过","listText":"成年人不做选择 两个都要持有才不会错过","text":"成年人不做选择 两个都要持有才不会错过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493642857324928","isVote":1,"tweetType":1,"viewCount":3230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491326026215472,"gmtCreate":1760973466964,"gmtModify":1760973470278,"author":{"id":"4195299487874760","authorId":"4195299487874760","name":"花香满楼","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4195299487874760","authorIdStr":"4195299487874760"},"themes":[],"title":"","htmlText":"都有价值,平衡购买","listText":"都有价值,平衡购买","text":"都有价值,平衡购买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491326026215472","isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491280588341344,"gmtCreate":1760962839624,"gmtModify":1760962841825,"author":{"id":"3547011533754218","authorId":"3547011533754218","name":"大碗888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547011533754218","authorIdStr":"3547011533754218"},"themes":[],"title":"","htmlText":"看好黄金,就算极端情况黄金依然有价值,","listText":"看好黄金,就算极端情况黄金依然有价值,","text":"看好黄金,就算极端情况黄金依然有价值,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491280588341344","isVote":1,"tweetType":1,"viewCount":2373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491279538823624,"gmtCreate":1760962570496,"gmtModify":1760962572897,"author":{"id":"3553132940914627","authorId":"3553132940914627","name":"小小虎AAA","avatar":"https://static.tigerbbs.com/7abfc59ca1cba0a8373455c9e9b3c58e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553132940914627","authorIdStr":"3553132940914627"},"themes":[],"title":"","htmlText":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","listText":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","text":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491279538823624","isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491280643654344,"gmtCreate":1760962403927,"gmtModify":1760962406197,"author":{"id":"3553113391523849","authorId":"3553113391523849","name":"苍穹之剑888","avatar":"https://static.tigerbbs.com/1116df09126afc8292cd7625a79d25cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553113391523849","authorIdStr":"3553113391523849"},"themes":[],"title":"","htmlText":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","listText":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","text":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491280643654344","isVote":1,"tweetType":1,"viewCount":2570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491279193318208,"gmtCreate":1760962321339,"gmtModify":1760962323856,"author":{"id":"3549760817157884","authorId":"3549760817157884","name":"明日阳光888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549760817157884","authorIdStr":"3549760817157884"},"themes":[],"title":"","htmlText":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","listText":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","text":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491279193318208","isVote":1,"tweetType":1,"viewCount":3202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491280243056832,"gmtCreate":1760962231601,"gmtModify":1760962233974,"author":{"id":"3577074015643197","authorId":"3577074015643197","name":"追梦999","avatar":"https://static.tigerbbs.com/041a72e0b5d20b62e5a1cb6734c9e648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577074015643197","authorIdStr":"3577074015643197"},"themes":[],"title":"","htmlText":"黄金还要涨,肯定是黄金","listText":"黄金还要涨,肯定是黄金","text":"黄金还要涨,肯定是黄金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491280243056832","isVote":1,"tweetType":1,"viewCount":2588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491274487480576,"gmtCreate":1760960888616,"gmtModify":1760960891139,"author":{"id":"3462271119540342","authorId":"3462271119540342","name":"hsing","avatar":"https://static.tigerbbs.com/444815284b7a261112ac59fa1011160e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3462271119540342","authorIdStr":"3462271119540342"},"themes":[],"title":"","htmlText":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","listText":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","text":"看好黄金,就算极端情况黄金依然有价值,虚拟货币只会归0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491274487480576","isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491237938802792,"gmtCreate":1760952333307,"gmtModify":1760952335758,"author":{"id":"3460824243893799","authorId":"3460824243893799","name":"Jet2017","avatar":"https://static.tigerbbs.com/440beaba18078db3c0c9976ad2baa925","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460824243893799","authorIdStr":"3460824243893799"},"themes":[],"title":"","htmlText":"黄金还要涨,肯定是黄金","listText":"黄金还要涨,肯定是黄金","text":"黄金还要涨,肯定是黄金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491237938802792","isVote":1,"tweetType":1,"viewCount":5846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491234264912552,"gmtCreate":1760951115041,"gmtModify":1760951117524,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"title":"","htmlText":"都有,不差钱 [财迷]","listText":"都有,不差钱 [财迷]","text":"都有,不差钱 [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491234264912552","isVote":1,"tweetType":1,"viewCount":2953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491208785531768,"gmtCreate":1760945195740,"gmtModify":1760945198543,"author":{"id":"4124841349957442","authorId":"4124841349957442","name":"舟木研究港美股","avatar":"https://static.tigerbbs.com/e834cef51d7c9c4365d8e12508be76f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124841349957442","authorIdStr":"4124841349957442"},"themes":[],"title":"","htmlText":"都有钱 为什呢不能带我一个","listText":"都有钱 为什呢不能带我一个","text":"都有钱 为什呢不能带我一个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491208785531768","isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491240366878816,"gmtCreate":1760937423415,"gmtModify":1760937425695,"author":{"id":"4206999418532762","authorId":"4206999418532762","name":"夜色很迷人","avatar":"https://static.tigerbbs.com/c330b9588d84491be75538450b31d7fd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206999418532762","authorIdStr":"4206999418532762"},"themes":[],"title":"","htmlText":"黄金,btc,纳指都要有","listText":"黄金,btc,纳指都要有","text":"黄金,btc,纳指都要有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491240366878816","isVote":1,"tweetType":1,"viewCount":2917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491234750096176,"gmtCreate":1760936371968,"gmtModify":1760936374391,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"title":"","htmlText":"还是纳指最稳啊","listText":"还是纳指最稳啊","text":"还是纳指最稳啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491234750096176","isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491222378156280,"gmtCreate":1760935356686,"gmtModify":1760962802055,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"前PayPal总裁:卖黄金,买比特币!老钱PK新钱,谁更有价值?","htmlText":"特朗普发话,“100%高关税不可持续”。[财迷]周五债券、黄金、白银价格下跌,美股反弹,收盘 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 创下自8月以来的最佳单周表现。周一港A市场高开。黄金已经连涨10周了,过去10周黄金ETF净流入达342亿美元,创历史最高纪录,现在黄金市值>“科技巨头”市值+比特币市值+白银市值的总市值[看涨][看涨] <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2512(GCmain)$</a> 又是一轮“质疑大妈,理解大妈,成为大妈”的循环,追高的投资者开始变多,大家一方面怕错过,另一方面又怕接最后一棒。(zerohedge撰文表示,现在黄金可能仍是\"正确\"的资产,但只是价格已不再\"合适\"。)黄金价格“不合适”再入了,现在前PayPal总裁建议是:卖黄金,买比特币。他认为,黄金是旧世界的价值储存,比特币是新世界的价值网络,但当前市场只定价了它“数字黄金”的功能,忽视了它“互联网级金融基础设施”的潜力。如果比特币是黄金的升级版,为什么不把我们的部分储备换成比特币呢?[得意]不过已经创四个月新低的比特币,上周有12亿美元的ETF资金净流出,市场仍在撤资、观望。短线超跌反弹的可能性在于:回溯BTC恐贪指数,当前已经来到了“极度恐慌”区间,每次跌破10%,随后就会出现一轮短期反弹 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> <a href=\"https://laohu8.com/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> 🔥小虎们,大家觉得,现在是时候“卖黄金,买比特币”了吗?黄金VS比特币,你更看好哪种资产?[哟哟]评论区分享你","listText":"特朗普发话,“100%高关税不可持续”。[财迷]周五债券、黄金、白银价格下跌,美股反弹,收盘 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 创下自8月以来的最佳单周表现。周一港A市场高开。黄金已经连涨10周了,过去10周黄金ETF净流入达342亿美元,创历史最高纪录,现在黄金市值>“科技巨头”市值+比特币市值+白银市值的总市值[看涨][看涨] <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2512(GCmain)$</a> 又是一轮“质疑大妈,理解大妈,成为大妈”的循环,追高的投资者开始变多,大家一方面怕错过,另一方面又怕接最后一棒。(zerohedge撰文表示,现在黄金可能仍是\"正确\"的资产,但只是价格已不再\"合适\"。)黄金价格“不合适”再入了,现在前PayPal总裁建议是:卖黄金,买比特币。他认为,黄金是旧世界的价值储存,比特币是新世界的价值网络,但当前市场只定价了它“数字黄金”的功能,忽视了它“互联网级金融基础设施”的潜力。如果比特币是黄金的升级版,为什么不把我们的部分储备换成比特币呢?[得意]不过已经创四个月新低的比特币,上周有12亿美元的ETF资金净流出,市场仍在撤资、观望。短线超跌反弹的可能性在于:回溯BTC恐贪指数,当前已经来到了“极度恐慌”区间,每次跌破10%,随后就会出现一轮短期反弹 <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> <a href=\"https://laohu8.com/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> 🔥小虎们,大家觉得,现在是时候“卖黄金,买比特币”了吗?黄金VS比特币,你更看好哪种资产?[哟哟]评论区分享你","text":"特朗普发话,“100%高关税不可持续”。[财迷]周五债券、黄金、白银价格下跌,美股反弹,收盘 $标普500(.SPX)$ 创下自8月以来的最佳单周表现。周一港A市场高开。黄金已经连涨10周了,过去10周黄金ETF净流入达342亿美元,创历史最高纪录,现在黄金市值>“科技巨头”市值+比特币市值+白银市值的总市值[看涨][看涨] $黄金主连 2512(GCmain)$ 又是一轮“质疑大妈,理解大妈,成为大妈”的循环,追高的投资者开始变多,大家一方面怕错过,另一方面又怕接最后一棒。(zerohedge撰文表示,现在黄金可能仍是\"正确\"的资产,但只是价格已不再\"合适\"。)黄金价格“不合适”再入了,现在前PayPal总裁建议是:卖黄金,买比特币。他认为,黄金是旧世界的价值储存,比特币是新世界的价值网络,但当前市场只定价了它“数字黄金”的功能,忽视了它“互联网级金融基础设施”的潜力。如果比特币是黄金的升级版,为什么不把我们的部分储备换成比特币呢?[得意]不过已经创四个月新低的比特币,上周有12亿美元的ETF资金净流出,市场仍在撤资、观望。短线超跌反弹的可能性在于:回溯BTC恐贪指数,当前已经来到了“极度恐慌”区间,每次跌破10%,随后就会出现一轮短期反弹 $比特币(BTC.USD.CC)$ $以太坊(ETH.USD.CC)$ 🔥小虎们,大家觉得,现在是时候“卖黄金,买比特币”了吗?黄金VS比特币,你更看好哪种资产?[哟哟]评论区分享你","images":[{"img":"https://static.tigerbbs.com/e5e6246d45351aa601baf110db8b18ad"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":8,"commentSize":19,"repostSize":3,"link":"https://laohu8.com/post/491222378156280","isVote":1,"tweetType":1,"viewCount":20739,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3562148271530289","authorId":"3562148271530289","name":"夜流沙","avatar":"https://static.tigerbbs.com/c9cdbfdfad31ab544ec1be7d1f1567e8","crmLevel":2,"crmLevelSwitch":0,"idStr":"3562148271530289","authorIdStr":"3562148271530289"},"content":"我看好btc ,作为自带通缩预期的货币,更是一种对抗通胀和货币超发的有效工具,理解了逻辑才能更有信心地持有[财迷]","text":"我看好btc ,作为自带通缩预期的货币,更是一种对抗通胀和货币超发的有效工具,理解了逻辑才能更有信心地持有[财迷]","html":"我看好btc ,作为自带通缩预期的货币,更是一种对抗通胀和货币超发的有效工具,理解了逻辑才能更有信心地持有[财迷]"},{"author":{"id":"4087214492167970","authorId":"4087214492167970","name":"khikho","avatar":"https://static.tigerbbs.com/8163a6179dabb8c65b60eb5467e5834a","crmLevel":11,"crmLevelSwitch":0,"idStr":"4087214492167970","authorIdStr":"4087214492167970"},"content":"黄金已经连涨10周了,过去10周黄金ETF净流入达342亿美元,创历史最高纪录","text":"黄金已经连涨10周了,过去10周黄金ETF净流入达342亿美元,创历史最高纪录","html":"黄金已经连涨10周了,过去10周黄金ETF净流入达342亿美元,创历史最高纪录"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":491115343672024,"gmtCreate":1760928486931,"gmtModify":1760928489577,"author":{"id":"3557706213595858","authorId":"3557706213595858","name":"勇敢_小虎","avatar":"https://static.tigerbbs.com/1ccbe5cedfd90acbe649627eca73f18a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3557706213595858","authorIdStr":"3557706213595858"},"themes":[],"title":"","htmlText":"稀土真的是框框涨,可以买入mp了,黄金感觉差不多到头了。","listText":"稀土真的是框框涨,可以买入mp了,黄金感觉差不多到头了。","text":"稀土真的是框框涨,可以买入mp了,黄金感觉差不多到头了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491115343672024","isVote":1,"tweetType":1,"viewCount":3996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490412775530528,"gmtCreate":1760757251057,"gmtModify":1760757253555,"author":{"id":"23483166367012","authorId":"23483166367012","name":"专注2022","avatar":"https://static.tigerbbs.com/7332efec8a6ddc43bf5bf28a3bb292cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"23483166367012","authorIdStr":"23483166367012"},"themes":[],"title":"","htmlText":"看晚了,错失大肉啊","listText":"看晚了,错失大肉啊","text":"看晚了,错失大肉啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/490412775530528","isVote":1,"tweetType":1,"viewCount":7315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489444662784264,"gmtCreate":1760501497319,"gmtModify":1760501555159,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"达美乐Q3:美国同店销售大增,供应链立功,但国际市场告急","htmlText":"<a href=\"https://laohu8.com/S/DPZ\">$达美乐比萨(DPZ)$</a> 于10月14日发布了其2025财年第三季度的财报。整体来看,公司在收入端继续保持增长,得益于促销、产品创新和渠道扩张等举措,但利润端受到成本上涨和非经营性项目波动的影响,净利润略有承压。具体来看收入增长延续中高速态势(同比增幅超 6%),主要由供应链收入、美国特许权费/广告费收入拉动;经营利润呈现较好扩张(运营利润同比增长逾 12%),但 净利润 因非经常损益与税率抬升而略有回落;结构性的风险点包括美国直营门店毛利率下滑、国际市场增长疲弱,以及公司在DPC Dash资上的估值波动。我们分条深入拆解各项经营指标与背后逻辑。投资要点收入端继续保持正向驱动,增长稳健,供应链与特许权费表现均有支持总收入达到11.471亿美元,同比增长6.2%,超过分析师平均预期11.39亿美元。主要驱动因素包括供应链收入提升(6.97亿美元)和美国特许经营费增加(1.572亿美元),反映出促销活动如“Best Deal Ever”和Parmesan Stuffed Crust的拉动效应。该指标显示公司在美国市场的定价和混销策略有效,同时业务结构中供应链占比(约60%)继续强化其作为生态平台的角色。在供应链收入中,食品篮子(food basket)定价对门店的加价约 +3.3%(与去年同期相比)起到推动作用。虽然商品成本上涨,采购效率(procurement productivity)也在起一定对冲作用,使得供应链毛利率有一定改善(同比加 0.7 个百分点)在宏观环境不甚乐观的背景下,公司依靠供应链加价与渠道杠杆仍能推动收入稳步增长,反映其在定价权和运营效率方面具备一定弹性。但未来需持续观察成本—包括原材料与运输的人力涨价风险。直营门店毛利压力,整体毛利结构趋分化,供应链业务毛利略有改善。美国直营","listText":"<a href=\"https://laohu8.com/S/DPZ\">$达美乐比萨(DPZ)$</a> 于10月14日发布了其2025财年第三季度的财报。整体来看,公司在收入端继续保持增长,得益于促销、产品创新和渠道扩张等举措,但利润端受到成本上涨和非经营性项目波动的影响,净利润略有承压。具体来看收入增长延续中高速态势(同比增幅超 6%),主要由供应链收入、美国特许权费/广告费收入拉动;经营利润呈现较好扩张(运营利润同比增长逾 12%),但 净利润 因非经常损益与税率抬升而略有回落;结构性的风险点包括美国直营门店毛利率下滑、国际市场增长疲弱,以及公司在DPC Dash资上的估值波动。我们分条深入拆解各项经营指标与背后逻辑。投资要点收入端继续保持正向驱动,增长稳健,供应链与特许权费表现均有支持总收入达到11.471亿美元,同比增长6.2%,超过分析师平均预期11.39亿美元。主要驱动因素包括供应链收入提升(6.97亿美元)和美国特许经营费增加(1.572亿美元),反映出促销活动如“Best Deal Ever”和Parmesan Stuffed Crust的拉动效应。该指标显示公司在美国市场的定价和混销策略有效,同时业务结构中供应链占比(约60%)继续强化其作为生态平台的角色。在供应链收入中,食品篮子(food basket)定价对门店的加价约 +3.3%(与去年同期相比)起到推动作用。虽然商品成本上涨,采购效率(procurement productivity)也在起一定对冲作用,使得供应链毛利率有一定改善(同比加 0.7 个百分点)在宏观环境不甚乐观的背景下,公司依靠供应链加价与渠道杠杆仍能推动收入稳步增长,反映其在定价权和运营效率方面具备一定弹性。但未来需持续观察成本—包括原材料与运输的人力涨价风险。直营门店毛利压力,整体毛利结构趋分化,供应链业务毛利略有改善。美国直营","text":"$达美乐比萨(DPZ)$ 于10月14日发布了其2025财年第三季度的财报。整体来看,公司在收入端继续保持增长,得益于促销、产品创新和渠道扩张等举措,但利润端受到成本上涨和非经营性项目波动的影响,净利润略有承压。具体来看收入增长延续中高速态势(同比增幅超 6%),主要由供应链收入、美国特许权费/广告费收入拉动;经营利润呈现较好扩张(运营利润同比增长逾 12%),但 净利润 因非经常损益与税率抬升而略有回落;结构性的风险点包括美国直营门店毛利率下滑、国际市场增长疲弱,以及公司在DPC Dash资上的估值波动。我们分条深入拆解各项经营指标与背后逻辑。投资要点收入端继续保持正向驱动,增长稳健,供应链与特许权费表现均有支持总收入达到11.471亿美元,同比增长6.2%,超过分析师平均预期11.39亿美元。主要驱动因素包括供应链收入提升(6.97亿美元)和美国特许经营费增加(1.572亿美元),反映出促销活动如“Best Deal Ever”和Parmesan Stuffed Crust的拉动效应。该指标显示公司在美国市场的定价和混销策略有效,同时业务结构中供应链占比(约60%)继续强化其作为生态平台的角色。在供应链收入中,食品篮子(food basket)定价对门店的加价约 +3.3%(与去年同期相比)起到推动作用。虽然商品成本上涨,采购效率(procurement productivity)也在起一定对冲作用,使得供应链毛利率有一定改善(同比加 0.7 个百分点)在宏观环境不甚乐观的背景下,公司依靠供应链加价与渠道杠杆仍能推动收入稳步增长,反映其在定价权和运营效率方面具备一定弹性。但未来需持续观察成本—包括原材料与运输的人力涨价风险。直营门店毛利压力,整体毛利结构趋分化,供应链业务毛利略有改善。美国直营","images":[{"img":"https://static.tigerbbs.com/2c8564cd6733b320fd30c9d7008086d1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/489444662784264","isVote":1,"tweetType":1,"viewCount":43807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010483","authorId":"10000000000010483","name":"今天又是努力不亏钱的一天","avatar":"https://static.tigerbbs.com/3c62a26d49b4acdcc3fb4ff1862b2d0e","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010483","authorIdStr":"10000000000010483"},"content":"在中国的业绩好转、降息预期等等加持下,未来业绩增长是肯定的","text":"在中国的业绩好转、降息预期等等加持下,未来业绩增长是肯定的","html":"在中国的业绩好转、降息预期等等加持下,未来业绩增长是肯定的"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":489298101178400,"gmtCreate":1760485113764,"gmtModify":1760485116599,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"阿福哥哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"themes":[],"title":"","htmlText":"要小心随时回调的风险,必竞现在是在降息周期中","listText":"要小心随时回调的风险,必竞现在是在降息周期中","text":"要小心随时回调的风险,必竞现在是在降息周期中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489298101178400","isVote":1,"tweetType":1,"viewCount":4131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489285465772032,"gmtCreate":1760481990872,"gmtModify":1760489319053,"author":{"id":"3573714649986186","authorId":"3573714649986186","name":"喵了个咪发","avatar":"https://static.tigerbbs.com/754bb82683d1302be42374d6c835b92d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573714649986186","authorIdStr":"3573714649986186"},"themes":[],"title":"","htmlText":"那么现在还能买稀土股吗","listText":"那么现在还能买稀土股吗","text":"那么现在还能买稀土股吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489285465772032","isVote":1,"tweetType":1,"viewCount":4602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489467071037912,"gmtCreate":1760465613181,"gmtModify":1760478365206,"author":{"id":"3494298852678242","authorId":"3494298852678242","name":"GoldQiuMS","avatar":"https://static.tigerbbs.com/6877703d881a69e70e9d4e4b48f4b0d9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494298852678242","authorIdStr":"3494298852678242"},"themes":[],"title":"","htmlText":"等稀土放开管制,你就可以入啦","listText":"等稀土放开管制,你就可以入啦","text":"等稀土放开管制,你就可以入啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489467071037912","isVote":1,"tweetType":1,"viewCount":4062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[],"allBottom":false,"essenBottom":true}