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22:13","pubTimestamp":1754057616,"startTime":"0","endTime":"0","summary":"目前,中信资本联合体是麦当劳中国的控股股东。“麦当劳中国超过九成的食材来自本土采购,8年来本土供应商的数量占比提升至六成。”当前,麦当劳在中国的员工数量超过20万,其中有一半员工是00后。而谈及此前麦当劳中国的股权变动,张家茵此次回应称,2024年麦当劳中国背后的基金构成有所变化,但核心领导层面保持稳定。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080122150994c91b95&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080122150994c91b95&s=b","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":"tencent","symbols":["BK4534","IE00B7KXQ091.USD","LU1718418525.SGD","BK4581","BK4566","LU1732800096.USD","LU1074936037.SGD","LU0942090050.USD","IE0004445015.USD","IE00BFSS7M15.SGD","LU0417517546.SGD","BK4585","LU1244550221.USD","BK4588","IE00BJTD4V19.USD","BK4209","LU1430594728.SGD","IE00BJTD4N35.SGD","LU0256863811.USD","LU0795875169.SGD","LU0868494708.USD","LU1244550577.SGD","LU0868494617.USD","BK4610","IE00BJJMRX11.SGD","IE00BJJMRY28.SGD","BK4550","LU0912757837.SGD","MCD","BK4504","LU2133065610.SGD","LU1732799900.SGD","LU1244550494.USD","LU1585245621.USD","IE00BFSS8Q28.SGD","LU2347655156.SGD","LU0795875086.SGD","LU2279689827.SGD"],"gpt_icon":0},{"id":"2556037896","title":"麥當勞高管表示,計劃到 2027 年 \"加倍 \"投資人工智能","url":"https://stock-news.laohu8.com/highlight/detail?id=2556037896","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556037896?lang=zh_tw&edition=fundamental","pubTime":"2025-08-01 17:34","pubTimestamp":1754040854,"startTime":"0","endTime":"0","summary":"麦当劳高管表示,计划到 2027 年 \"加倍 \"投资人工智能Rishika Sadam路透海德拉巴8月1日 - 麦当劳MCD.N的一位高管周五告诉路透,麦当劳计划到2027年将人工智能投资 \"翻一番\",并将印度作为数据治理、工程设计和平台架构的关键中心。凯拉说,这家快餐巨头在印度的推进工作将以建立人工智能团队为中心,但他补充说,支出将更多地倾向于技术和工具,而不是人数。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250801:nL4S3TT0QK:1","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":["BK4588","BK4534","LU0868494708.USD","BK4550","LU0795875086.SGD","LU0912757837.SGD","LU1732800096.USD","BK4209","LU1244550577.SGD","BK4585","LU1718418525.SGD","LU0256863811.USD","LU0942090050.USD","IE00BJTD4V19.USD","IE00BJJMRX11.SGD","BK4566","IE00BFSS7M15.SGD","BK4581","LU1244550221.USD","LU2279689827.SGD","LU0795875169.SGD","IE0004445015.USD","LU1732799900.SGD","LU2133065610.SGD","LU2347655156.SGD","IE00B7KXQ091.USD","BK4504","LU1244550494.USD","MCD","BK4610","LU1585245621.USD","IE00BFSS8Q28.SGD","LU1074936037.SGD","IE00BJTD4N35.SGD","LU0868494617.USD","LU1430594728.SGD","IE00BJJMRY28.SGD","LU0417517546.SGD"],"gpt_icon":0},{"id":"2556886982","title":"麥當勞中國張家茵:三四線城市將是未來開店佈局重點","url":"https://stock-news.laohu8.com/highlight/detail?id=2556886982","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556886982?lang=zh_tw&edition=fundamental","pubTime":"2025-08-01 12:14","pubTimestamp":1754021690,"startTime":"0","endTime":"0","summary":"人民财讯8月1日电,8月1日,麦当劳中国首席执行官张家茵在“金拱门八周年”媒体交流会上表示,2017年8月,中信资本联合体赋能本土化发展,麦当劳中国正式步入“金拱门时代”。8年来,麦当劳中国餐厅数量增长了3倍,总数突破7200家。目前,麦当劳中国每天新增2到3家门店,年均开店约千家;三四线城市是未来开店布局的重点,计划2028年达成万店目标。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202508013473689680.html","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":"stock_eastmoney","symbols":["MCD","LU0256863811.USD","LU1244550494.USD","BK4534","LU1244550577.SGD","BK4209","IE00BJJMRY28.SGD","BK4581","LU0868494617.USD","LU2279689827.SGD","IE0004445015.USD","LU0417517546.SGD","LU1585245621.USD","BK4588","BK4566","IE00BFSS7M15.SGD","IE00B7KXQ091.USD","IE00BJTD4N35.SGD","LU1430594728.SGD","IE00BFSS8Q28.SGD","LU0868494708.USD","LU0912757837.SGD","LU0942090050.USD","LU1074936037.SGD","LU1244550221.USD","LU2133065610.SGD","LU2347655156.SGD","LU0795875169.SGD","LU0795875086.SGD","BK4585","LU1732799900.SGD","IE00BJTD4V19.USD","LU1718418525.SGD","BK4504","BK4550","IE00BJJMRX11.SGD","BK4610","LU1732800096.USD"],"gpt_icon":0},{"id":"2556633798","title":"星巴克中國在華業績回來了","url":"https://stock-news.laohu8.com/highlight/detail?id=2556633798","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556633798?lang=zh_tw&edition=fundamental","pubTime":"2025-08-01 10:27","pubTimestamp":1754015230,"startTime":"0","endTime":"0","summary":"出品/茶咖观察 刘淑娟星巴克中国在华业绩回暖。很明显,星巴克中国关键指标正不断改善。他明确表示,星巴克寻找的是拥有共同愿景和价值观的战略伙伴,以抓住中国市场未来增长机遇。星巴克中国本季度的业绩回暖,是其产品、价格、营销、渠道与会员多维度协同发力的成果,也体现了应对本土竞争的敏捷性。这场“不差钱的合作”,或将成为星巴克在中国咖啡赛道的新起点。","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":"https://www.lanjinger.com/d/1753935076137373585","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":"lanjinger_stock","symbols":["SBUX","LU0823411888.USD","BK4588","BK4535","BK4209","IE00B3T34201.USD","BK4504","BK4585","LU0882574139.USD","BK4610"],"gpt_icon":1},{"id":"2556863794","title":"競爭激烈:競得星巴克中國股權的要求是什麼?丨消費參考","url":"https://stock-news.laohu8.com/highlight/detail?id=2556863794","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556863794?lang=zh_tw&edition=fundamental","pubTime":"2025-08-01 10:20","pubTimestamp":1754014801,"startTime":"0","endTime":"0","summary":"此前有媒体报道,星巴克中国业务估值高达100亿美元,已吸引近30家私募股权机构。自去年11月星巴克首次被传考虑出售中国业务股权以来,意向买家的名单越来越长。另一头,星巴克中国业绩存在起伏。在截至6月29日的最新财季,星巴克中国营收同比增长8%至7.9亿美元。截至6月末,星巴克中国门店数量达到7828家,新开70家门店。那竞得星巴克中国股权的要求究竟是什么?","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801102733972ba85d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801102733972ba85d&s=b","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":"tencent","symbols":["SBUX","LU0823411888.USD","BK4588","BK4535","BK4209","IE00B3T34201.USD","BK4504","BK4585","LU0882574139.USD","BK4610"],"gpt_icon":1},{"id":"2556868471","title":"“漢堡房東”也要退場了","url":"https://stock-news.laohu8.com/highlight/detail?id=2556868471","media":"未来消费","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556868471?lang=zh_tw&edition=fundamental","pubTime":"2025-08-01 08:30","pubTimestamp":1754008244,"startTime":"0","endTime":"0","summary":"戴德梁行数据进一步证实市场疲软,该机构报告显示,铜锣湾、尖沙咀及旺角街铺租金在二季度分别下跌3.6%、3.4%及1.7%。麦当劳与房地产的关系始于创始人雷·克洛克时代,克洛克曾说:“麦当劳不是做汉堡的,真正的业务是做房地产。”这解释了为何业界称其为“包着汉堡的房地产公司”。虽然麦当劳否认政治动机,但外部环境不确定性确实增加了持有海外资产的风险。短期内,国际企业撤离可能加剧市场悲观情绪。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801094319a6ccac9e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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个铺位,市值超过30亿港元。作为麦当劳标的物业的独家代理,仲量联行称,相关物业属于香港核心区街铺,长期租户麦当劳“实力雄厚”,带租出售可为投资者即时带来稳定租金收入,同时可获得高租金回报率。隐形的大地主,去年租金收入超100亿美元麦当劳的“大地主”身份早就藏不住了。若此轮麦当劳成功出售香港的8处物业,其在香港持有的物业也将进一步减少。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MjM5MzAzNzE0MQ==&mid=2651592669&idx=4&sn=9cca0b74d50488694dcc255329b5084e&chksm=bcfbe0b523897eab64a11a3a40f203760c99316d6fadf22840ebdd29e3422ae4a46a955446ca&scene=0#rd","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":"weixin_highlight","symbols":["BK4588","BK4534","LU0868494708.USD","BK4550","LU0795875086.SGD","LU0912757837.SGD","LU1732800096.USD","BK4209","LU1244550577.SGD","BK4585","LU1718418525.SGD","LU0256863811.USD","LU0942090050.USD","IE00BJTD4V19.USD","IE00BJJMRX11.SGD","BK4566","IE00BFSS7M15.SGD","BK4581","LU1244550221.USD","LU2279689827.SGD","LU0795875169.SGD","IE0004445015.USD","LU1732799900.SGD","LU2133065610.SGD","LU2347655156.SGD","IE00B7KXQ091.USD","BK4504","LU1244550494.USD","MCD","BK4610","LU1585245621.USD","IE00BFSS8Q28.SGD","LU1074936037.SGD","IE00BJTD4N35.SGD","LU0868494617.USD","LU1430594728.SGD","IE00BJJMRY28.SGD","LU0417517546.SGD"],"gpt_icon":0},{"id":"2556531258","title":"麥當勞跌1.19% 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股價大跌3.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2556539038","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556539038?lang=zh_tw&edition=fundamental","pubTime":"2025-08-01 03:04","pubTimestamp":1753988664,"startTime":"0","endTime":"0","summary":"北京时间2025年08月01日03时04分,星巴克股票出现异动,股价急速下挫3.00%。星巴克股票所在的餐馆行业中,整体跌幅为0.91%。星巴克公司简介:星巴克是世界上最受认可的餐饮品牌之一,截至2025年3月底,在80多个国家经营着4万多家门店。在说这番话的背后,是星巴克评估中国业务的传言在上季度不断“显山露水”。此外,星巴克中国也在期内宣布官方降价,推出“上午咖啡+下午非咖”新战略。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801030426a46e1329&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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大幅下跌5.09%報22.21美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2556302888","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2556302888?lang=zh_tw&edition=fundamental","pubTime":"2025-08-01 02:03","pubTimestamp":1753984996,"startTime":"0","endTime":"0","summary":"北京时间2025年08月01日02时03分,霸王茶姬股票出现波动,股价快速下挫5.09%。霸王茶姬股票所在的餐馆行业中,整体跌幅为0.85%。数据显示,该季度霸王茶姬同店销售额下降18.9% ,大中华区单店月均GMV从2024年第一季度的54.9万元降至43.2万元,累计跌幅达21%,且这已是其同店GMV增长率连续两个季度呈现负值 中国市场作为星巴克重要的海外市场之一,一季度营收为7.44亿美元,同比增长1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801020317972ac9dc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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亿美元,同比+2%。绿围裙服务内容包括调整排班规模、优化工时分配、强化高峰时段覆盖、改进岗位部署,同时公司推出SmartQ智能排单系统。风险同店不及预期、竞争加剧、北美利润率低于预期、开店低于预期。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801080218a6cc7b13&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:21","pubTimestamp":1753946467,"startTime":"0","endTime":"0","summary":"星巴克还会推出更多的食品和饮品,并会在2026财年初对会员计划进行重大创新,引入新功能,以提高客户忠诚度。他强调,希望保留在中国市场的大部分股权,只有在对星巴克有利的情况下,才会达成交易。瑞幸会在今晚公布6月财季业绩,将为这场新旧较量再添注脚,或许会将星巴克在中国市场的回暖曙光比下去。星巴克能否在变局中重拾锋芒,答案或许不在“回到过去”,而在于能否在改革中长出更适配当下的生命力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250731152603a6cb1296&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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