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dearbing

dearbing

找好的商业模式

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0勋章

02-11 01:58

CAVA作为新兴健康快餐股，短期涨幅较大，估值偏高，已透支部分增长预期。公司门店扩张虽快，但同店销售增速放缓，成本压力及竞争加剧或影响利润率。市场整体对高估值消费股风险偏好下降，技术面出现超买信号，存在回调压力，因此选择逢高减仓，锁定收益，等待更优买点。

02-05

当前考虑卖出UPS（联合包裹服务公司）股票主要基于以下几方面理由： 1. 核心业务面临结构性挑战：UPS正在主动大幅削减其最大客户亚马逊的业务量（计划削减超过50%），这部分业务虽利润率较低，但其快速收缩直接导致公司包裹量和营收下滑。同时，美国“小额豁免”政策的终结严重冲击了其利润丰厚的中美航线业务。 2. 财务表现与成本压力：公司近年出现了营收与利润的双双下滑，股价也经历了显著下跌。此外，与工会达成的新协议导致全职司机年薪及福利高达17万美元，带来了持续的成本压力。

2025-11-25

事情不道德，但米国英特尔明显受益

台积电：已对前任资深副总经理罗唯仁提起诉讼

2025-10-22

$黄金/美元(XAUUSD.FOREX)$

2025-07-23

49

2025-06-04

不会减$特斯拉(TSLA)$

2025-04-23

明智的决策

华人CEO上任第二把火！Intel将宣布裁员20%：超21000名员工失业

2025-02-28

$归创通桥-B(02190)$ 哭了

2025-02-28

$加科思-B(01167)$ 走了

2025-02-28

$沛嘉医疗-B(09996)$ 走了

2025-02-06

今天就可以上车了，长期想好的股票，看好就上

2025-02-05

$PROCEPT BioRobotics(PRCT)$ 看好这家医疗器械公司

2025-01-29

新年快乐

2025-01-29

抢大红包

2024-12-04

$英特尔(INTC)$ 买入，如果是陈立武，扭转很大希望

2024-04-26

$特斯拉(TSLA)$ 加油

2021-01-07

恭喜，应得的

马斯克身价升至1850亿美元，正式晋升世界首富

2020-03-13

$加拿大鹅(GOOS)$真弱

2018-08-29

$特斯拉(TSLA)$ $法拉利(RACE)$ ，特斯拉太低估了吧

2018-03-27

CEO固然厉害但行业真的竞争大

$特斯拉(TSLA)$而且其他整车厂都反应过来了，没有当年iPhone4那么晴天霹雳，电动智能化车趋势大家都知道，智能手机那时候除了乔布斯真没人知道啥样子

CEO固然厉害但行业真的竞争大

去老虎APP查看更多动态

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财务表现与成本压力：公司近年出现了营收与利润的双双下滑，股价也经历了显著下跌。此外，与工会达成的新协议导致全职司机年薪及福利高达17万美元，带来了持续的成本压力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529156321370880","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504046494601320,"gmtCreate":1764067950245,"gmtModify":1764067959818,"author":{"id":"149966757658851","authorId":"149966757658851","name":"dearbing","avatar":"https://static.laohu8.com/07f0dc0fbde003c99e8ce0ddd039869b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"149966757658851","authorIdStr":"149966757658851"},"themes":[],"title":"","htmlText":"事情不道德，但米国英特尔明显受益","listText":"事情不道德，但米国英特尔明显受益","text":"事情不道德，但米国英特尔明显受益","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504046494601320","repostId":"1122424473","repostType":2,"repost":{"id":"1122424473","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":1764064452,"share":"https://www.laohu8.com/m/news/1122424473?lang=zh_CN&edition=full","pubTime":"2025-11-25 17:54","market":"us","language":"zh","title":"台积电：已对前任资深副总经理罗唯仁提起诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=1122424473","media":"老虎资讯综合","summary":"转移台积电的商业秘密和机密信息给英特尔。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSM\">台积电</a> ：已对前任资深副总经理罗唯仁提起诉讼。罗唯仁极有可能利用、泄露、披露、交付或转移台积电的商业秘密和机密信息给 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 。</p><p>英特尔盘前跌约1.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f87a61789747d2af8d637656cd8012\" title=\"\" tg-width=\"528\" tg-height=\"153\"/></p><p></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>台积电：已对前任资深副总经理罗唯仁提起诉讼</title>\n<style 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href=\"https://laohu8.com/S/TSM\">台积电</a> ：已对前任资深副总经理罗唯仁提起诉讼。罗唯仁极有可能利用、泄露、披露、交付或转移台积电的商业秘密和机密信息给 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 。</p><p>英特尔盘前跌约1.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f87a61789747d2af8d637656cd8012\" title=\"\" tg-width=\"528\" tg-height=\"153\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122424473","content_text":"台积电 ：已对前任资深副总经理罗唯仁提起诉讼。罗唯仁极有可能利用、泄露、披露、交付或转移台积电的商业秘密和机密信息给 英特尔 。英特尔盘前跌约1.3%。","news_type":1,"symbols_score_info":{"TSM":2,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491692851737416,"gmtCreate":1761063131671,"gmtModify":1761063132886,"author":{"id":"149966757658851","authorId":"149966757658851","name":"dearbing","avatar":"https://static.laohu8.com/07f0dc0fbde003c99e8ce0ddd039869b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"149966757658851","authorIdStr":"149966757658851"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$&nbsp;</a><v-v 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","listText":"不会减<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;","text":"不会减$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442464069615616","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427507612193416,"gmtCreate":1745395792382,"gmtModify":1745395794195,"author":{"id":"149966757658851","authorId":"149966757658851","name":"dearbing","avatar":"https://static.laohu8.com/07f0dc0fbde003c99e8ce0ddd039869b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"149966757658851","authorIdStr":"149966757658851"},"themes":[],"htmlText":"明智的决策","listText":"明智的决策","text":"明智的决策","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427507612193416","repostId":"2529544731","repostType":2,"repost":{"id":"2529544731","kind":"news","pubTimestamp":1745389586,"share":"https://www.laohu8.com/m/news/2529544731?lang=zh_CN&edition=full","pubTime":"2025-04-23 14:26","market":"us","language":"zh","title":"华人CEO上任第二把火！Intel将宣布裁员20%：超21000名员工失业","url":"https://stock-news.laohu8.com/highlight/detail?id=2529544731","media":"快科技","summary":"据知情人士透露，Intel公司将于本周宣布一项新的裁员计划，裁减超过20%的员工。这将是新任CEO陈立武上任后进行的首次重大重组。截至2024年底，Intel大约拥有108900名员工。按照20%的比例，此次裁员将影响超21000名员工。这也是Intel新CEO陈立武上任后的第一个重要举措，也开始兑现其专注核心业务的承诺。而此次裁员，可以看作是其新官上任的第二把火。不出意外，接下来，Intel将迎来脱胎换骨的变化。","content":"<html><body><p>快科技4月23日消息，Intel首位华人CEO陈立武（Lip-Bu Tan）自3月18日上任以来，对公司进行了大刀阔斧的改进。</p><p>据知情人士透露，<strong>Intel公司将于本周宣布一项新的裁员计划，裁减超过20%的员工。</strong></p><p>据该人士称，此举是简化管理和重建工程驱动文化的一部分。由于计划保密，该人士要求匿名。这将是新任CEO陈立武上任后进行的首次重大重组。</p><p>截至2024年底，<strong>Intel大约拥有108900名员工。按照20%的比例，此次裁员将影响超21000名员工。</strong></p><p>此外，陈立武正在对公司的管理架构进行重大调整，以精简管理层并提高决策效率，重要芯片部门今后将直接向他本人汇报。</p><p>值得一提的是，就在前几天，Intel宣布将旗下Altera业务51％的股份，出售给全球技术投资巨头银湖资本(Silver Lake)，最新估值为87.5亿美元。</p><p>Intel同时保留Altera业务49％的股份，并继续参与其未来发展，但重点是专注于自身核心业务。</p><p><strong>这也是Intel新CEO陈立武上任后的第一个重要举措，也开始兑现其专注核心业务的承诺。</strong></p><p>而此次裁员，<strong>可以看作是其新官上任的第二把火。</strong>不出意外，接下来，Intel将迎来脱胎换骨的变化。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>华人CEO上任第二把火！Intel将宣布裁员20%：超21000名员工失业</title>\n<style 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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华人CEO上任第二把火！Intel将宣布裁员20%：超21000名员工失业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8impqmm8tWJ><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技4月23日消息，Intel首位华人CEO陈立武（Lip-Bu Tan）自3月18日上任以来，对公司进行了大刀阔斧的改进。据知情人士透露，Intel公司将于本周宣布一项新的裁员计划，裁减超过20%的员工。据该人士称，此举是简化管理和重建工程驱动文化的一部分。由于计划保密，该人士要求匿名。这将是新任CEO陈立武上任后进行的首次重大重组。截至2024年底，Intel大约拥有108900名员工。按照...</p>\n\n<a href=\"https://tech.ifeng.com/c/8impqmm8tWJ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4515":"5G概念","BK4612":"AI芯片","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4579":"人工智能","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4512":"苹果概念","BK4527":"明星科技股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4534":"瑞士信贷持仓"},"source_url":"https://tech.ifeng.com/c/8impqmm8tWJ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529544731","content_text":"快科技4月23日消息，Intel首位华人CEO陈立武（Lip-Bu Tan）自3月18日上任以来，对公司进行了大刀阔斧的改进。据知情人士透露，Intel公司将于本周宣布一项新的裁员计划，裁减超过20%的员工。据该人士称，此举是简化管理和重建工程驱动文化的一部分。由于计划保密，该人士要求匿名。这将是新任CEO陈立武上任后进行的首次重大重组。截至2024年底，Intel大约拥有108900名员工。按照20%的比例，此次裁员将影响超21000名员工。此外，陈立武正在对公司的管理架构进行重大调整，以精简管理层并提高决策效率，重要芯片部门今后将直接向他本人汇报。值得一提的是，就在前几天，Intel宣布将旗下Altera业务51％的股份，出售给全球技术投资巨头银湖资本(Silver Lake)，最新估值为87.5亿美元。Intel同时保留Altera业务49％的股份，并继续参与其未来发展，但重点是专注于自身核心业务。这也是Intel新CEO陈立武上任后的第一个重要举措，也开始兑现其专注核心业务的承诺。而此次裁员，可以看作是其新官上任的第二把火。不出意外，接下来，Intel将迎来脱胎换骨的变化。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408493982040536,"gmtCreate":1740747776765,"gmtModify":1740747916030,"author":{"id":"149966757658851","authorId":"149966757658851","name":"dearbing","avatar":"https://static.laohu8.com/07f0dc0fbde003c99e8ce0ddd039869b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"149966757658851","authorIdStr":"149966757658851"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥-B(02190)$</a> 哭了","listText":"<a href=\"https://laohu8.com/S/02190\">$归创通桥-B(02190)$</a> 哭了","text":"$归创通桥-B(02190)$ 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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\">2021-01-07 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>彭博亿万富豪指数显示，<b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克身价升至1850亿美元，超越<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>CEO贝佐斯成为世界首富</b>。后者自2017年以来一直位于全球富豪榜榜首，目前身价约为1840亿美元。</p><p>特斯拉股价在2020年增加了9倍多，加上他不菲的薪酬，其个人净资产在过去一年里增加了逾1500亿美元。与此同时，由于华盛顿方面可能加强监管，亚马逊的股价一直处于较为低迷的状态。</p><p>截至发稿，特斯拉涨幅4.6%，盘中创历史新高，总市值近7500亿美元。</p><p><img src=\"https://static.tigerbbs.com/b773661248993fb9d9ab9415d17c9d62\" tg-width=\"840\" 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