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POST Post Holdings
休市中 08-07 16:00:00 EDT
78.69
-11.54
-12.79%
盘后
78.65
-0.04
-0.05%
19:59 EDT
最高
85.60
最低
77.60
成交量
389.81万
今开
85.44
昨收
90.23
日振幅
8.87%
总市值
34.59亿
流通市值
26.78亿
总股本
4,396万
成交额
3.09亿
换手率
11.45%
流通股本
3,403万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
财报前瞻｜Post Holdings本季度营收预计增3.77%，市场预期温和乐观
财报Agent · 07-31
财报前瞻｜Post Holdings本季度营收预计增3.77%，市场预期温和乐观
计算机软件价格创下同比最大涨幅纪录
投资观察 · 07-14
计算机软件价格创下同比最大涨幅纪录
Roku CEO伍德将在福克斯交易后留任——市场热议
投资观察 · 06-16
Roku CEO伍德将在福克斯交易后留任——市场热议
后疫情时代通胀记忆影响市场对油价攀升的反应——市场漫谈
投资观察 · 06-04
后疫情时代通胀记忆影响市场对油价攀升的反应——市场漫谈
Lightspeed Commerce首季指引看似疲软，实则掩盖出售Upserve后的增长潜力——市场评论
投资观察 · 05-22
Lightspeed Commerce首季指引看似疲软，实则掩盖出售Upserve后的增长潜力——市场评论
科技股财报后遗症显现 市场迎来获利了结潮
投资观察 · 05-13
科技股财报后遗症显现 市场迎来获利了结潮
Post Holdings取消现有5亿美元股票回购授权 2026年5月8日生效
美股速递 · 05-08
Post Holdings取消现有5亿美元股票回购授权 2026年5月8日生效
Post Holdings董事长兼CEO罗伯特·维塔莱将于10月1日转任执行董事长
美股速递 · 05-08
Post Holdings董事长兼CEO罗伯特·维塔莱将于10月1日转任执行董事长
Post Holdings公布2026财年第二季度业绩 重申全年业绩指引
美股速递 · 05-08
Post Holdings公布2026财年第二季度业绩 重申全年业绩指引
财报前瞻｜Post Holdings本季度营收预计增长4.71%，机构观点偏正面
财报Agent · 04-30
财报前瞻｜Post Holdings本季度营收预计增长4.71%，机构观点偏正面
加拿大就业图景折射移民潮后的新时代特征——市场观察
投资观察 · 04-10
加拿大就业图景折射移民潮后的新时代特征——市场观察
美国天然气期货温和上涨——市场快讯
投资观察 · 04-06
美国天然气期货温和上涨——市场快讯
SNAP福利缩减影响不均：食品企业抗压能力见分晓——市场观察
投资观察 · 03-30
SNAP福利缩减影响不均：食品企业抗压能力见分晓——市场观察
伊朗战事后工业板块有望复苏——市场观察
投资观察 · 03-26
伊朗战事后工业板块有望复苏——市场观察
能源部长称X平台误删帖文源于沟通失误
投资观察 · 03-12
能源部长称X平台误删帖文源于沟通失误
Post Holdings Inc - 截至2025年12月31日净收益将用于偿还循环信贷额度及一般用途
美股速递 · 03-04
Post Holdings Inc - 截至2025年12月31日净收益将用于偿还循环信贷额度及一般用途
中东冲突担忧引发韩国股市创纪录暴跌
投资观察 · 03-04
中东冲突担忧引发韩国股市创纪录暴跌
华尔街的忧虑：人工智能经济繁荣背后潜藏的危机
投资观察 · 02-24
华尔街的忧虑：人工智能经济繁荣背后潜藏的危机
异动解读 | Post控股盘中大涨逾5%,业绩稳健受关注
异动解读 · 2025-02-07
异动解读 | Post控股盘中大涨逾5%,业绩稳健受关注
Post Holdings, Inc.盘中异动 股价大涨5.60%报111.79美元
市场透视 · 2025-02-07
Post Holdings, Inc.盘中异动 股价大涨5.60%报111.79美元
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公司概况
公司名称：
Post Holdings
所属市场：
NYSE
上市日期：
--
主营业务：
Post Holdings, Inc.是密苏里州的一家公司，成立于2011年9月22日。该公司是一家消费品包装品控股公司，主要经营门店、冷藏、餐饮、食品配料类别。该公司还参与了自有品牌食品类别，包括通过与第三方投资股份有限公司食品与供应公司（“第八大道”）。
发行价格：
--
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Holdings本季度营收预计增3.77%，市场预期温和乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=1135566933","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1135566933?lang=zh_cn&edition=full","pubTime":"2026-07-31 00:32","pubTimestamp":1785429146,"startTime":"0","endTime":"0","summary":"Post Holdings将于2026年08月06日美股盘后发布2026财年第三季度财报，市场共识指向营收与每股收益小幅同比增长，利润率变动与费用结构将成为关注重点。- 一致预期显示，本季度营收预计为20.26亿美元，同比增加3.77%；调整后每股收益预计为1.71美元，同比增加3.66%；息税前利润预计为2.13亿美元，同比减少4.38%。- 上季度营收为20.43亿美元，同比增长4.65%；毛利率为30.23%；归属于母公司股东的净利润为8,190.00万美元，净利率为4.01%；调整后每股收益为1.94美元，同比增长37.59%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻｜Post 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21:33","pubTimestamp":1784036038,"startTime":"0","endTime":"0","summary":"六月份消费者价格指数显示，计算机软件价格出现大幅跃升，这很可能反映了人工智能技术在美国工作与生活场景中的广泛普及。根据劳工部数据，六月计算机软件及配件价格指数环比上涨2.3%，同比飙升17.4%——后者创下了该类别有记录以来的最高涨幅。与此同时，其他部分人工智能相关领域的价格走势则呈现分化：信息技术商品及智能手机等品类六月价格有所回落。电力价格当月虽环比下降，但较去年同期仍上涨4%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["VGT","BK4588","BK4585","BK4212","POST"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169660126","title":"Roku 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23:26","pubTimestamp":1781623597,"startTime":"0","endTime":"0","summary":"摩根士丹利分析师在一份研究报告中指出，Roku创始人兼首席执行官安东尼·伍德在公司被福克斯收购后并不会离开。他们强调，通过这笔250亿美元交易对价中的股票部分，伍德将继续参与合并后公司的未来增长。\n分析师写道：“我们注意到，尽管伍德通过B类股持有Roku超过50%的投票权，但福克斯将对Roku的A类股和B类股支付同等的对价。”此外，预计伍德在交易完成后将继续参与合并公司的运营，并加入福克斯的董事会。\n与此同时，福克斯方面已强调，保持Roku作为一个开放、对合作伙伴友好的生态系统，对未来发展具有重要的战略意义。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1064131342.USD","BK4548","LU0053666078.USD","LU2089283258.USD","LU2264538146.SGD","ROKU","IE00BZ1G4Q59.USD","LU0210528500.USD","LU2089284900.SGD","LU0106831901.USD","BK4507","LU1244550221.USD","LU0795875169.SGD","LU1791710400.SGD","BK4504","LU1861558580.USD","LU2271345857.HKD","LU1074936037.SGD","LU2487616109.SGD","LU0963586101.USD","BK4532","BK4588","LU1989772840.SGD","LU1169590202.USD","BK4516","LU2023251221.USD","BK4127","BK4212","POST","LU1169589451.USD","BK4585","LU1548497426.USD","LU1720051108.HKD","LU2111349929.HKD","LU0971096721.USD","FOXA","BK4581","BK4108","LU2347655156.SGD","LU1162221912.USD","BK4534","LU1244550577.SGD","LU1988902786.USD","LU2028103732.USD","LU2133065610.SGD","FOX","LU0225283273.USD","LU0234570918.USD","LU0557290698.USD","LU1732799900.SGD","LU1732800096.USD","LU1720051017.SGD","BK4125","LU1861559042.SGD","MS","LU1244550494.USD","BK4524","LU0390134368.USD","LU1989772923.USD","LU0267386448.USD","LU2357305700.SGD","LU0912757837.SGD","LU0006306889.USD","LU0158827781.USD","LU1668664300.SGD","LU0528227936.USD","LU0320765646.SGD","LU1791710582.SGD","LU0314104364.USD","LU0158827948.USD","LU0795875086.SGD","LU1363072403.SGD","IE00BKVL7J92.USD","LU0882574139.USD","LU0106261372.USD","LU0098860793.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182480890","title":"后疫情时代通胀记忆影响市场对油价攀升的反应——市场漫谈","url":"https://stock-news.laohu8.com/highlight/detail?id=1182480890","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1182480890?lang=zh_cn&edition=full","pubTime":"2026-06-04 22:50","pubTimestamp":1780584645,"startTime":"0","endTime":"0","summary":"地缘冲突驱动的通胀正悄然改变全球货币政策的走向，Fitch的Brian Coulton指出。鉴于对疫情后通胀的记忆犹新，各国央行“正急于展现其政策可信度并稳定市场预期”。Coulton强调，当前政策利率“远高于2021年水平”，而劳动力市场状况与薪资压力已趋缓和，财政政策也不像以往那样扩张。Fitch预计，美联储与英国央行今年将维持利率不变，并于2027年重启降息。对于欧洲央行，该机构预测其将在6月加息，并于明年逆转这一政策。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4212","POST"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1191694273","title":"Lightspeed Commerce首季指引看似疲软，实则掩盖出售Upserve后的增长潜力——市场评论","url":"https://stock-news.laohu8.com/highlight/detail?id=1191694273","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1191694273?lang=zh_cn&edition=full","pubTime":"2026-05-22 20:28","pubTimestamp":1779452913,"startTime":"0","endTime":"0","summary":"Lightspeed Commerce 对第一财季的展望“在表面上令市场感到失望”，RBC在一份报告中指出，原因在于市场可能尚未充分消化出售Upserve业务的影响。然而，分析师Daniel Perlin认为，Lightspeed现已做好准备，利用业务组合向增长更快的市场积极转变的契机。这些市场目前贡献了总营收的约75%，且预计到2027财年末可能达到80%左右。他表示，这种转变“应有助于推动全年营收加速增长，因为2027财年的业绩指引侧重于下半财年。”","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4212","POST"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1170745734","title":"科技股财报后遗症显现 市场迎来获利了结潮","url":"https://stock-news.laohu8.com/highlight/detail?id=1170745734","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1170745734?lang=zh_cn&edition=full","pubTime":"2026-05-13 01:12","pubTimestamp":1778605967,"startTime":"0","endTime":"0","summary":"科技板块今日遭遇重挫，美光与英特尔跌幅均接近10%，高通更是暴跌15%。（即便经历了今日的下跌，英特尔、高通和美光在过去一个月内的累计涨幅仍超过50%。包含这三家公司以及英伟达、博通等其他大型科技股的费城半导体指数，日内跌幅约6.5%，势将创下一年多以来最剧烈的百分比跌幅。Infrastructure Capital Advisors首席执行官杰伊·哈特菲尔德表示，在经历了数周令人屏息的季度财报后，市场回调在所难免。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["INTC","LU1244550494.USD","LU2089985449.USD","SG9999002224.SGD","BK4533","BK4579","SG9999015986.USD","INTW","BK4532","SG9999001424.SGD","LU2931357623.SGD","BK4515","SG9999015978.USD","BK4554","BK4585","LU0942090050.USD","IE00BSNM7G36.USD","BK4529","LU0081259029.USD","LU0097036916.USD","IE000M9KFDE8.USD","LU1496350502.SGD","SG9999015945.SGD","BK4573","BK4581","GB00BDT5M118.USD","LINT","LU2148611432.USD","LU0321505439.SGD","LU1917777945.USD","BK4602","LU1084165304.USD","BK4512","POST","IE00BVYPNP33.GBP","LU1069344957.HKD","BK4543","LU2023250504.SGD","BK4605","LU0061475181.USD","LU1974910355.USD","BK4550","BK4575","LU0321505868.SGD","LU1046421795.USD","LU1261432733.SGD","BK4604","LU1244550221.USD","QCML","IE00BGHQDM52.EUR","LU1119994496.HKD","IE00BVYPNQ40.USD","BK4612","QCOM","LU1823568750.SGD","BK4212","BK4141","BK4535","BK4527","BK4534","BK4588","SG9999015952.SGD","QCMU","LU0079474960.USD","LU2543165471.USD","QCMD","LU0868494617.USD","BK4561","LU1035775433.USD","LU0868494708.USD","LU2247934214.USD","LU2106854487.HKD","LU0274383776.USD","CNAV","BK4598","LU1244550577.SGD","SG9999002232.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102382927","title":"Post Holdings取消现有5亿美元股票回购授权 2026年5月8日生效","url":"https://stock-news.laohu8.com/highlight/detail?id=1102382927","media":"美股速递","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1102382927?lang=zh_cn&edition=full","pubTime":"2026-05-08 05:24","pubTimestamp":1778189087,"startTime":"0","endTime":"0","summary":"Post Holdings Inc宣布撤销现有的5亿美元股票回购计划，该决定将于2026年5月8日正式生效。根据最新提交给美国证券交易委员会的文件显示，这家食品控股公司已取消此前授权的股份回购项目。\n此次变动意味着公司原定的资本返还策略出现重大调整。股票回购计划通常被上市公司用作提升股东价值的重要手段，其取消可能反映出公司对现金流管理或未来投资机会的重新评估。\n市场分析师指出，此类授权变更往往预示着企业财务战略的转变，可能涉及并购活动、债务偿还或营运资本需求等考量因素。投资者将密切关注公司后续披露的财务指引，以解读这一决策背后的战略意图。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POST","BK4212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193916183","title":"Post Holdings董事长兼CEO罗伯特·维塔莱将于10月1日转任执行董事长","url":"https://stock-news.laohu8.com/highlight/detail?id=1193916183","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1193916183?lang=zh_cn&edition=full","pubTime":"2026-05-08 04:17","pubTimestamp":1778185039,"startTime":"0","endTime":"0","summary":"Post Holdings公司宣布，现任董事长兼首席执行官罗伯特·维塔莱将于10月1日起转任执行董事长一职。这一人事变动标志着公司领导层结构的战略调整。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POST","BK4212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189838168","title":"Post Holdings公布2026财年第二季度业绩 重申全年业绩指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1189838168","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1189838168?lang=zh_cn&edition=full","pubTime":"2026-05-08 04:17","pubTimestamp":1778185023,"startTime":"0","endTime":"0","summary":"Post Holdings已正式发布其2026财年第二季度财务报告，同时确认维持对2026财年整体的业绩展望不变。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POST","BK4212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189276052","title":"财报前瞻｜Post Holdings本季度营收预计增长4.71%，机构观点偏正面","url":"https://stock-news.laohu8.com/highlight/detail?id=1189276052","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1189276052?lang=zh_cn&edition=full","pubTime":"2026-04-30 08:57","pubTimestamp":1777510662,"startTime":"0","endTime":"0","summary":"Post Holdings将于2026年05月07日发布最新财报，市场聚焦盈利质量与主营结构变化。市场一致预期本季度Post Holdings营收为20.71亿美元，同比增长4.71%；预计毛利率、净利率暂无一致口径披露；预计调整后每股收益为1.73美元，同比增长43.62%；预计息税前利润为2.20亿美元，同比增长17.84%。上一季度Post Holdings营收为21.75亿美元，同比增长10.12%；毛利率为29.36%；归属母公司净利润为9,680.00万美元，净利率为4.45%；调整后每股收益为2.13美元，同比增长23.12%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"财报前瞻｜Post Holdings本季度营收预计增长4.71%，机构观点偏正面","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POST"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198007717","title":"加拿大就业图景折射移民潮后的新时代特征——市场观察","url":"https://stock-news.laohu8.com/highlight/detail?id=1198007717","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1198007717?lang=zh_cn&edition=full","pubTime":"2026-04-10 22:32","pubTimestamp":1775831526,"startTime":"0","endTime":"0","summary":"1028 ET——Indeed经济学家布伦登·伯纳德指出，加拿大三月波动剧烈的就业数据暂歇，就业人数在二月骤降后保持平稳，失业率亦维持不变。这位经济学家表示，若在以往时期，三月1.5万人的净就业增长会显得相当平淡，但如今加拿大已迈过疫情后移民激增的高峰期，此类持平数据将成为短期常态。他补充道：\"然而从求职者视角看，这也意味着无需强劲的整体就业增长，就能维持以失业率等指标衡量的就业环境稳定。\"\n（END）道琼斯通讯社\n2026年4月10日10:28 ET（14:28 GMT）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4212","POST"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157598424","title":"美国天然气期货温和上涨——市场快讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1157598424","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1157598424?lang=zh_cn&edition=full","pubTime":"2026-04-06 21:50","pubTimestamp":1775483437,"startTime":"0","endTime":"0","summary":"美国天然气期货价格小幅走高，尽管整体天气展望偏空，但中西部和东部地区在周三前仍出现些许季末供暖需求。气象服务机构NatGasWeather.com在报告中指出：\"若非美国大部分地区气温舒适，需求本应更强劲。\"该预报机构补充称，本周末至下周全国需求将放缓，大部分地区将迎来\"接近完美的60至80华氏度高温\"。纽约商品交易所天然气期货上涨1.9%，报每百万英热单位2.854美元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","BK4212","ERX","VDE","BOIL","POST","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132697150","title":"SNAP福利缩减影响不均：食品企业抗压能力见分晓——市场观察","url":"https://stock-news.laohu8.com/highlight/detail?id=1132697150","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1132697150?lang=zh_cn&edition=full","pubTime":"2026-03-30 20:37","pubTimestamp":1774874237,"startTime":"0","endTime":"0","summary":"杰富瑞分析师指出，食品行业对SNAP福利缩减的承受能力将出现显著分化。关键差异在于企业是否具备通过价格策略稳定销量、同时避免利润率大幅下滑的经营弹性。凭借更强的财务灵活性和大宗商品顺风支撑，亿滋与斯马克在当前环境下优势最为突出。\n尽管Post Holdings呈现复杂局面，但其餐饮服务业务布局和零售量承压时仍维持EBITDA的能力，提供了相对更好的缓冲空间。分析师强调，具备运营敏捷性的企业将在福利政策调整中展现更强韧性。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0949170772.SGD","MDLZ","BK4559","IE000M9KFDE8.USD","LU0545039389.USD","LU0640476718.USD","SJM","BK4505","LU0553294199.USD","LU0011850046.USD","LU0738911758.USD","BK4588","LU1280957306.USD","POST","BK4585","LU1003077747.HKD","BK4212","LU0661504455.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193460245","title":"伊朗战事后工业板块有望复苏——市场观察","url":"https://stock-news.laohu8.com/highlight/detail?id=1193460245","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1193460245?lang=zh_cn&edition=full","pubTime":"2026-03-26 23:50","pubTimestamp":1774540228,"startTime":"0","endTime":"0","summary":"1146 ET - 瑞穗证券指出，自伊朗冲突爆发以来，工业板块整体下跌约8%，其中电气设备与综合工业类企业跌幅尤为显著。分析师布雷特·林泽认为，投资者此前正在重新评估行业持续复苏的可能性和时间点。但通过分析25年来中东冲突的历史数据，林泽发现此类事件发生后3个月、6个月及12个月内，工业板块通常会出现超额回报。他表示：\"局势升级或冲突延长可能推迟这一时间表，但我们相信市场恐慌情绪达到顶峰时，终将迎来抄底买盘。\"","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4212","POST"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110437989","title":"能源部长称X平台误删帖文源于沟通失误","url":"https://stock-news.laohu8.com/highlight/detail?id=1110437989","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1110437989?lang=zh_cn&edition=full","pubTime":"2026-03-12 23:57","pubTimestamp":1773331033,"startTime":"0","endTime":"0","summary":"能源部长克里斯·赖特周四在福克斯新闻早间节目《美国新闻编辑室》中表示，能源部内部沟通失误导致其X平台账号发布了一则错误帖文，声称美国已成功护送一艘油轮通过霍尔木兹海峡，该帖文现已被删除。这则发布于部长官方账号的帖文虽在几分钟内迅速删除，但仍引发周二原油价格剧烈震荡，先急跌后反弹。赖特表示今后将亲自审核其X账号的所有发帖。在帖文搅动原油市场当日，能源部发言人曾将错误归咎于工作人员撰写的错误配文。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POST","BK4212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1124752414","title":"Post Holdings Inc - 截至2025年12月31日净收益将用于偿还循环信贷额度及一般用途","url":"https://stock-news.laohu8.com/highlight/detail?id=1124752414","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1124752414?lang=zh_cn&edition=full","pubTime":"2026-03-04 20:30","pubTimestamp":1772627401,"startTime":"0","endTime":"0","summary":"Post Holdings Inc宣布，其计划将净收益专项用于偿还截至2025年12月31日的循环信贷额度，并满足公司一般运营需求。此举旨在优化资本结构，提升财务灵活性，为未来战略部署预留充足空间。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4212","POST"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143546463","title":"中东冲突担忧引发韩国股市创纪录暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1143546463","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1143546463?lang=zh_cn&edition=full","pubTime":"2026-03-04 17:12","pubTimestamp":1772615560,"startTime":"0","endTime":"0","summary":"韩国基准股指周三遭遇历史性暴跌，创下该指数有记录以来的最大单日跌幅。\n韩国综合股价指数（Kospi）重挫12.1%，收于5093.54点。根据可追溯至1985年的道琼斯市场数据，这一跌幅创下历史最高纪录。本周前两个交易日的累计跌幅已扩大至约18%（韩国股市周一因假日休市）。\n航运类股成为跌幅最大的板块之一，市场担忧燃料成本上升及商船通过霍尔木兹海峡的安全性。其他下跌个股包括现代汽车、三星电子和SK海力士。\n此次暴跌标志着这个2026年亚洲表现最佳股市之一的逆转行情戛然而止。在本周抛售潮之前，该指数年内涨幅曾高达48%。\n（本文根据道琼斯通讯社2026年3月4日04:10 ET报道整理）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4212","POST"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194837478","title":"华尔街的忧虑：人工智能经济繁荣背后潜藏的危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1194837478","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1194837478?lang=zh_cn&edition=full","pubTime":"2026-02-24 11:44","pubTimestamp":1771904687,"startTime":"0","endTime":"0","summary":"如果人工智能对经济的推动力过于强劲，反而可能引发看跌效应呢？研究机构在一份模拟2028年6月的情境分析（非预测报告）中指出：\"纵观现代经济史，人类智能始终是稀缺的生产要素。如今我们正在见证这种稀缺性溢价的消退。\"\n本周一市场的多项波动恰与研究机构描绘的情境相吻合：快速进化的人工智能工具促使各行业大幅削减开支，引发大规模白领失业潮，进而导致金融风险蔓延。\n（本文源自道琼斯通讯社实时报道，完整内容可通过检索P/WSJL获取）\n（报道结束）\n2026年2月23日18:58（格林尼治时间23:58）\n版权声明：2026年道琼斯公司版权所有","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POST","BK4212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185866549","title":"异动解读 | Post控股盘中大涨逾5%,业绩稳健受关注","url":"https://stock-news.laohu8.com/highlight/detail?id=1185866549","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1185866549?lang=zh_cn&edition=full","pubTime":"2025-02-07 22:50","pubTimestamp":1738939829,"startTime":"0","endTime":"0","summary":"消费品包装公司Post控股(POST.US)周五盘中大涨5.62%,引发市场广泛关注。\n\n消息面上,Post控股最新一季度财报数据稳健,实现营收79.23亿美元,净利3.67亿美元,每股收益6.12美元,业绩表现获得资金青睐。同时64%的分析机构给予该股买入评级,看好其长期发展前景。\n\n公司拥有多个子品牌,涉及即食谷物食品、热谷物产品、餐饮服务、冷藏零售等多个领域,业务生态多元,抗风险能力相对较强。根据外媒报道,公司目前正积极布局产品创新,预计今年将推出多款新品,助力业绩持续增长。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"异动解读 | Post控股盘中大涨逾5%,业绩稳健受关注","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["POST"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2509744200","title":"Post Holdings, Inc.盘中异动 股价大涨5.60%报111.79美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2509744200","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2509744200?lang=zh_cn&edition=full","pubTime":"2025-02-07 22:31","pubTimestamp":1738938682,"startTime":"0","endTime":"0","summary":"北京时间2025年02月07日22时31分，Post Holdings, Inc.股票出现波动，股价大幅拉升5.60%。截至发稿，该股报111.79美元/股，成交量3362股，换手率0.01%，振幅0.69%。Post Holdings, Inc.股票所在的包装食品行业中，整体涨幅为0.08%。其相关个股中，Farmer Brothers Company、Fitlife Brands, Inc.、Post Holdings, Inc.涨幅较大，Farmer Brothers Company、Coffee Holding Co., Inc.、Agape Atp Corporation较为活跃，换手率分别为16.18%、0.27%、0.12%，振幅较大的相关个股有Farmer Brothers Company、海恩时富、Lifevantage Corporation，振幅分别为8.33%、3.27%、2.79%。Post Holdings, Inc.公司简介：Post Holdings Inc 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