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飞驰西海岸
03-20 04:42
飞涨!!报表炸裂!💥💥💥💥
抱歉,原内容已删除
飞驰西海岸
03-18
100以下
飞驰西海岸
03-15
加油!
抱歉,原内容已删除
飞驰西海岸
02-27
$瑞幸咖啡(LKNCY)$
今天是最后上车机会了。下周一蜜雪冰城上市,瑞幸简直是白菜价!
飞驰西海岸
02-27
我去!那今天晚上瑞幸咖啡要飞了!
抱歉,原内容已删除
飞驰西海岸
02-26
$英伟达(NVDA)$
脱离了大环境的个股,再自我标榜都是徒劳。看跌。
飞驰西海岸
02-26
$瑞幸咖啡(LKNCY)$
上车的最佳机会,蜜雪冰城超过1万亿的认购,会推高所有饮料咖啡股。瑞幸严重低估。
飞驰西海岸
02-26
英伟达财报公布之后,市场会因为失去信心支撑而加速下跌,短期远离高科技股票,需要等市场释放压力。
飞驰西海岸
02-26
其实没有必要去赌,趋势已经很明显,英伟达下一个支撑位是113。长期不好说,短期内就不要有什么幻想了,个股服从趋势。
飞驰西海岸
02-26
长期不好说,短期有反弹需求。
飞驰西海岸
02-25
$特斯拉(TSLA)$
短期内已经很明朗了,向300靠拢。
飞驰西海岸
02-25
懂得都懂,反正我先跑了。
飞驰西海岸
02-24
$Palantir Technologies Inc.(PLTR)$
这个点位,我稍微买点call。短期存在反弹,中期还是看跌。
飞驰西海岸
02-24
Replying to
@卡皮巴投
:已经加速向300靠拢了//
@卡皮巴投
:马斯克最近是不是得罪太多人了,会不会影响特斯拉股价?有点担心
飞驰西海岸
02-23
老黄说得没错,只不过不会只买英伟达的芯片了,各种芯片都可以用了。行业发展更大,但是芯片需求将实现多元化。英伟达的高速发展告一段落了,短期看跌。
抱歉,原内容已删除
飞驰西海岸
02-23
$特斯拉(TSLA)$
特斯拉是好公司,也是好股票,但是短期看空。趋势也很明显。
飞驰西海岸
02-23
$英伟达(NVDA)$
很显然的再牛的公司也要屈服于大环境,现在很显然是美股大票实在炒不动了,大量获利盘,一有风吹草动就跑。接下去的一个季度,大家谨慎一点,卖call,或者短期看空为妙。
飞驰西海岸
02-22
抱歉,原内容已删除
飞驰西海岸
02-22
财报不会差,但是展望一定是低于预期的,短期建议看空。
飞驰西海岸
02-21
美团这个做法深谋远虑👍🏻,随着京东的跟进,接下去就是骑手争夺战,提前交社保就相当于提前圈定骑手资源。接下去饿了么,京东,都会交社保。所以长期来看,这是稳定业务模型的必要手段。 看好美团。
@侃见财经:外卖,彻底变天!美团、京东、饿了么,都宣布了!
去老虎APP查看更多动态
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这一决策瞬间引起了社会热议,无论是骑手群体、行业从业者,还是资本市场与广大消费者,都将目光聚焦于此。 受此影响,2月20日,港股开盘后,美团-W(03690.HK)股价遭遇重挫,盘中一度大跌近7%,截至收盘,跌幅仍达6.44%,总市值缩水至9486.82亿港元,单日蒸发超650亿港元。 长期以来,外卖骑手作为灵活就业的典型代表,其社保问题一直是社会关注的痛点。当前市场关注的重点是,美团这一决策究竟会给其利润带来怎样的变化?是短期阵痛后迎来长期利好,还是会面临持续的盈利压力? 影响多大? 市场担忧的风险点是,美团为骑手缴纳社保,最直接的影响便是成本的攀升,是否会对美团利润造成冲击。 从社保缴纳的构成来看,养老保险、医疗保险、失业保险、工伤保险和生育保险,以及住房公积金(通常所说的“五险一金”),每一项都需要美团投入真金白银。 要精准测算这一成本,可能需从多个关键维度进行剖析。首先,骑手数量是影响社保成本的关键因素之一。据公开数据显示,2023年在美团平台获得收入的骑手数量约为745万人,这一庞大的基数构成了成本测算的基础。 然而,并非所有骑手都在此次社保缴纳范围内,美团明确表示将为全职及稳定兼职骑手缴纳社保,这就需要对这部分骑手的数量进行更为精确的估算。 有分析指出,美团全年累计接单天数在260天以上的稳定骑手大约82万人,考虑到外卖市场与就业群体的规模仍在持续扩大,预计美团此次社保覆盖的全职及稳定兼职骑手数量可能超过百万人。 其次,社保缴纳标准因地区而异,这也为成本测算增添了","listText":"外卖行业迎来巨变。 2月19日,美团 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 正式宣布,将为全国范围内的全职及稳定兼职骑手缴纳社保,目前正在搭建骑手社保相关的信息系统,预计2025年二季度开始实施,逐步为全职及稳定兼职骑手缴纳社保。 这一决策瞬间引起了社会热议,无论是骑手群体、行业从业者,还是资本市场与广大消费者,都将目光聚焦于此。 受此影响,2月20日,港股开盘后,美团-W(03690.HK)股价遭遇重挫,盘中一度大跌近7%,截至收盘,跌幅仍达6.44%,总市值缩水至9486.82亿港元,单日蒸发超650亿港元。 长期以来,外卖骑手作为灵活就业的典型代表,其社保问题一直是社会关注的痛点。当前市场关注的重点是,美团这一决策究竟会给其利润带来怎样的变化?是短期阵痛后迎来长期利好,还是会面临持续的盈利压力? 影响多大? 市场担忧的风险点是,美团为骑手缴纳社保,最直接的影响便是成本的攀升,是否会对美团利润造成冲击。 从社保缴纳的构成来看,养老保险、医疗保险、失业保险、工伤保险和生育保险,以及住房公积金(通常所说的“五险一金”),每一项都需要美团投入真金白银。 要精准测算这一成本,可能需从多个关键维度进行剖析。首先,骑手数量是影响社保成本的关键因素之一。据公开数据显示,2023年在美团平台获得收入的骑手数量约为745万人,这一庞大的基数构成了成本测算的基础。 然而,并非所有骑手都在此次社保缴纳范围内,美团明确表示将为全职及稳定兼职骑手缴纳社保,这就需要对这部分骑手的数量进行更为精确的估算。 有分析指出,美团全年累计接单天数在260天以上的稳定骑手大约82万人,考虑到外卖市场与就业群体的规模仍在持续扩大,预计美团此次社保覆盖的全职及稳定兼职骑手数量可能超过百万人。 其次,社保缴纳标准因地区而异,这也为成本测算增添了","text":"外卖行业迎来巨变。 2月19日,美团 $美团-W(03690)$ 正式宣布,将为全国范围内的全职及稳定兼职骑手缴纳社保,目前正在搭建骑手社保相关的信息系统,预计2025年二季度开始实施,逐步为全职及稳定兼职骑手缴纳社保。 这一决策瞬间引起了社会热议,无论是骑手群体、行业从业者,还是资本市场与广大消费者,都将目光聚焦于此。 受此影响,2月20日,港股开盘后,美团-W(03690.HK)股价遭遇重挫,盘中一度大跌近7%,截至收盘,跌幅仍达6.44%,总市值缩水至9486.82亿港元,单日蒸发超650亿港元。 长期以来,外卖骑手作为灵活就业的典型代表,其社保问题一直是社会关注的痛点。当前市场关注的重点是,美团这一决策究竟会给其利润带来怎样的变化?是短期阵痛后迎来长期利好,还是会面临持续的盈利压力? 影响多大? 市场担忧的风险点是,美团为骑手缴纳社保,最直接的影响便是成本的攀升,是否会对美团利润造成冲击。 从社保缴纳的构成来看,养老保险、医疗保险、失业保险、工伤保险和生育保险,以及住房公积金(通常所说的“五险一金”),每一项都需要美团投入真金白银。 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