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不高兴的小欣

不高兴的小欣

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不高兴的小欣

01-09 10:11

$美团-W(03690)$ 就是下一个许家印，早就说了

不高兴的小欣

01-08 17:08

很多人在蓝海时期运气爆棚，以为自己有能力，其实只不过沾了时代的光，早就说过王兴能力很一般，尤其是识人能力。我认为张晶的能力根本就不行。

美团骑行事业部负责人张晶转岗无人车

不高兴的小欣

01-08 13:49

$美团-W(03690)$ 美团外卖完蛋了，阿里26年继续砸钱，直到美团破产

不高兴的小欣

01-08 11:06

$美团-W(03690)$ 请问美团一年240亿研发费用研发出什么了？ tm这些钱都够造一个寒武纪了。

不高兴的小欣

01-08 10:26

$美团-W(03690)$ 最近6年有5年下跌。

不高兴的小欣

01-08 09:20

$美团-W(03690)$ 为什么美团5年什么事也没做？养着10万员工就闲养？

不高兴的小欣

01-07 10:56

$美团-W(03690)$ 最近5年，年化-18.5%收益率的垃圾股

不高兴的小欣

01-06

增长这么少？

美团发布2026年元旦消费报告，美团闪购保健酒销量同比增长150%

不高兴的小欣

01-06

【投票贴】$美团-W(03690)$ 请不要情绪化打分

不高兴的小欣

2025-12-23

$快手-W(01024)$ 短期利好

不高兴的小欣

2025-12-18

$美团-W(03690)$ 周杰伦代言还是挺不错的，周本性不坏，性格只不过有点特点而已。

不高兴的小欣

2025-12-17

图啥？图他波动大？

不高兴的小欣

2025-12-17

$美团-W(03690)$ 现在还有多少散户可以割？

不高兴的小欣

2025-12-16

$小米集团-W(01810)$ 为什么总有撞人新闻出来这么不安全吗？

不高兴的小欣

2025-11-29

$美团-W(03690)$ 我完全无法理解美团整了几年没用的东西。这家公司给人的感觉就是花了很大力气做了芝麻小事，锦上添花的事情。

不高兴的小欣

2025-11-29

$美团-W(03690)$ 和百度一样，会是中国互联网最可能倒下的唯2。

不高兴的小欣

2025-11-26

$美团-W(03690)$ 指着🫵别人不贴少了，看阿里的脸色，本身就意味着失去市场的主动权。以后和百度一样了……

不高兴的小欣

2025-11-26

只能说当前即使零售不完善，电商早期远比现在即使零售混乱的多，卖完货人跑路了都屡见不鲜

即时零售难担大任！双倍高价、开封不退、闪购不适合小家电品

不高兴的小欣

2025-11-25

$美团-W(03690)$ 我一直不明白，美团总做这种没有壁垒的业务干什么？踏下心来，搞搞具身智能、搞搞多模态大模型。多吸入点人才不好吗？

不高兴的小欣

2025-11-25

$阿里巴巴(BABA)$ 我搞不明白外卖营收增长87亿，钱多砸进去340亿....

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/MPNGY\">美团</a>原骑行事业部负责人张晶（卡姐），转岗至无人车，担任无人车事业部负责人，本调整于元旦前已生效。</p>\n<p>　　根据公开资料，张晶毕业于中国人民大学，2014年加入<a href=\"https://laohu8.com/S/03690\">美团</a>，先后任职于亲子事业部，到店综合事业部，买菜事业部，并于2023年晋升美团副总裁。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：何俊熹 </p>\n</div></body></html>","source":"sina","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>美团骑行事业部负责人张晶转岗无人车</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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href=\"https://finance.sina.com.cn/tech/2026-01-08/doc-inhfqtyr6682298.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1615":"港股-互联网","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0164865239.USD":"HSBC GIF 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请问美团一年240亿研发费用研发出什么了？ tm这些钱都够造一个寒武纪了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519611285500368","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493713447408535","authorId":"3493713447408535","name":"tmfefuvi","avatar":"https://static.tigerbbs.com/a20887010de7f7b564083b1dd81766e0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3493713447408535","authorIdStr":"3493713447408535"},"content":"我觉得内部绝对有大量利益输送","text":"我觉得内部绝对有大量利益输送","html":"我觉得内部绝对有大量利益输送"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519413806146152,"gmtCreate":1767839216796,"gmtModify":1767839218864,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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data-views=\"0\"></v-v> 为什么美团5年什么事也没做？养着10万员工就闲养？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 为什么美团5年什么事也没做？养着10万员工就闲养？","text":"$美团-W(03690)$ 为什么美团5年什么事也没做？养着10万员工就闲养？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519397448876248","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519308626198560,"gmtCreate":1767754594853,"gmtModify":1767755475164,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 最近5年，年化-18.5%收益率的垃圾股","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 最近5年，年化-18.5%收益率的垃圾股","text":"$美团-W(03690)$ 最近5年，年化-18.5%收益率的垃圾股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519308626198560","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519086734647960,"gmtCreate":1767705728018,"gmtModify":1767705730643,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"增长这么少？","listText":"增长这么少？","text":"增长这么少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519086734647960","repostId":"2601489420","repostType":2,"repost":{"id":"2601489420","kind":"news","pubTimestamp":1767700990,"share":"https://www.laohu8.com/m/news/2601489420?lang=zh_CN&edition=full","pubTime":"2026-01-06 20:03","market":"hk","language":"zh","title":"美团发布2026年元旦消费报告，美团闪购保健酒销量同比增长150%","url":"https://stock-news.laohu8.com/highlight/detail?id=2601489420","media":"壹览商业","summary":"1月4日，美团发布的2026年元旦消费报告显示,12月31日，美团闪购黄啤销量同比增长 103%,精酿啤酒销量同比增长165%。此外，保健酒销量同比增长150%。（来源：美团）","content":"<html><body><article><p>1月4日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>发布的2026年元旦消费报告显示,12月31日，<a href=\"https://laohu8.com/S/03690\">美团</a>闪购黄啤销量同比增长 103%,精酿啤酒销量同比增长165%。此外，保健酒销量同比增长150%。（来源：美团）</p></article></body></html>","source":"tencent","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>美团发布2026年元旦消费报告，美团闪购保健酒销量同比增长150%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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美团发布2026年元旦消费报告，美团闪购保健酒销量同比增长150%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-06 20:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260106200617a6fa57b5&s=b><strong>壹览商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月4日，美团发布的2026年元旦消费报告显示,12月31日，美团闪购黄啤销量同比增长 103%,精酿啤酒销量同比增长165%。此外，保健酒销量同比增长150%。（来源：美团）</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260106200617a6fa57b5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0048580855.USD":"富达大中华区A","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and 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我完全无法理解美团整了几年没用的东西。这家公司给人的感觉就是花了很大力气做了芝麻小事，锦上添花的事情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/505235151122576","isVote":1,"tweetType":1,"viewCount":2906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493713447408535","authorId":"3493713447408535","name":"tmfefuvi","avatar":"https://static.tigerbbs.com/a20887010de7f7b564083b1dd81766e0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3493713447408535","authorIdStr":"3493713447408535"},"content":"这个公司得裁员80%才行","text":"这个公司得裁员80%才行","html":"这个公司得裁员80%才行"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505234892088088,"gmtCreate":1764367150132,"gmtModify":1764367152363,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 和百度一样，会是中国互联网最可能倒下的唯2。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 和百度一样，会是中国互联网最可能倒下的唯2。","text":"$美团-W(03690)$ 和百度一样，会是中国互联网最可能倒下的唯2。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505234892088088","isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504172172857800,"gmtCreate":1764123318565,"gmtModify":1764123323484,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 指着🫵别人不贴少了，看阿里的脸色，本身就意味着失去市场的主动权。以后和百度一样了……&nbsp;","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 指着🫵别人不贴少了，看阿里的脸色，本身就意味着失去市场的主动权。以后和百度一样了……&nbsp;","text":"$美团-W(03690)$ 指着🫵别人不贴少了，看阿里的脸色，本身就意味着失去市场的主动权。以后和百度一样了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504172172857800","isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504157021855952,"gmtCreate":1764119704349,"gmtModify":1764119706955,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"只能说当前即使零售不完善，电商早期远比现在即使零售混乱的多，卖完货人跑路了都屡见不鲜","listText":"只能说当前即使零售不完善，电商早期远比现在即使零售混乱的多，卖完货人跑路了都屡见不鲜","text":"只能说当前即使零售不完善，电商早期远比现在即使零售混乱的多，卖完货人跑路了都屡见不鲜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504157021855952","repostId":"2586400356","repostType":2,"repost":{"id":"2586400356","kind":"news","pubTimestamp":1764113544,"share":"https://www.laohu8.com/m/news/2586400356?lang=zh_CN&edition=full","pubTime":"2025-11-26 07:32","market":"hk","language":"zh","title":"即时零售难担大任！双倍高价、开封不退、闪购不适合小家电品","url":"https://stock-news.laohu8.com/highlight/detail?id=2586400356","media":"知常容","summary":"今年烧掉过千亿资金的外卖大战，源于京东对美团闪购进入数码家电市场的“反击”，而最近的美团闪购、淘宝闪购双十一翻倍增长，更让即时零售成为了最新的互联网热点。双倍高价、开封不退，这叫我以后还怎么敢用美团闪购买电器？即时零售必须当地备货，所以商家只能是很分散、也极度本地化，而美团闪购现在是为了大量招商，所以对商家的政策肯定比较宽松，同时商家备货成本高、用户少，所以必须高价。","content":"<html><body><article><p>今年烧掉过千亿资金的外卖大战，源于<a href=\"https://laohu8.com/S/JD\">京东</a>对<a href=\"https://laohu8.com/S/MPNGY\">美团</a>闪购进入数码家电市场的“反击”，而最近的<a href=\"https://laohu8.com/S/03690\">美团</a>闪购、淘宝闪购双十一翻倍增长，更让即时零售成为了最新的互联网热点。</p><p>闪购的“即时满足”满足了消费者的最新需求，更有人预测未来闪购会从目前实物电商总盘子不到5%的份额，快速成长到20%的份额，美团会成为电商的新巨头。</p><p>但最新的一次草根研究，彻底坚定了我的结论：即时零售的确有很好的发展前途，增速会很快，但是即时零售因为本身的固有缺陷，无法全面取代货架电商，内容电商，未来只会在特有的领域有较大发展，比如应急需求，大品牌的直营等等。天花板可能是实物电商总盘子的10%以下。</p><p>说说我这次的亲身经历，作为深度研究电商行业，持续跟踪美团、<a href=\"https://laohu8.com/S/01024\">快手</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、京东等公司并做出深度研究报告的研究员，11月18日在美团闪购上购买了SKG眼部按摩仪E4pro，实付684元。到货后发现无法连接官方app使用，于是申请退货。过程很崩溃，结果很沮丧，特别是突然发现同款商品，京东价格只要一半的时候。</p><p>虽然商品页面注明七天无理由退货，商家拒绝退货退款，理由是已开封，影响二次销售（经过我再次看页面小字，原来一次性塑封打开就不能退货）。后面打电话给美团客服，反复沟通，每次客服服务都是接下投诉，然后不了了之，24小时之后我再回拨，我再当一次祥林嫂，从头申诉一次，再过24小时回拨，根本找不到人当场处理。还让我叫跑腿把货给商家检测，结论是这个产品就没有app功能，最后说商家不同意退款，无法退货，补偿我100元。折腾一大圈，虽然我自诩三十年炒股，心态极度平和，但是最后还是非常沮丧，比我踩了股市大雷还要沮丧。</p><p>双倍高价、开封不退，这叫我以后还怎么敢用美团闪购买电器？</p><p>当然这背后的逻辑我仔细想想也想通了。即时零售必须当地备货，所以商家只能是很分散、也极度本地化，而美团闪购现在是为了大量招商，所以对商家的政策肯定比较宽松，同时商家备货成本高、用户少，所以必须高价。结果就是平台的约束力度也非常低，淘宝的店铺至少还有等级、有差评制度、有支付宝模式。</p><p>“多、快、好、省”原本是电商的四大关键指标，但目前来看，没有商业模式可以做到同时满足四大指标，客户只能选择自己最在乎的那一个。</p><p>结论，正如电商的高速发展始终没有消灭线下商店，电商渗透率最新数仅在25%左右。线上电商的几大平台，包括淘宝、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、京东、抖音、快手、视频号、美团、小红书等等，未来还会同时存在，各自拥有自己的优势区域，理论上大家都会挣钱，并且是相当挣钱。</p><p>现在的互联网下半场差不多打完，烧钱抢市场、你死我活的激烈竞争逐步落幕，各自回归，各自挣钱钱。而我们投资者可以选择那些被市场严重低估的电商股票进行投资。</p><p>美团是我的爱股，曾经为我赚了不少钱，我也曾经到北京公司参加股东大会，很喜欢这个公司，让白领们吃上了安全放心的午餐，我们十年前都是靠塞门缝里的小广告点餐的。但是我诚恳地建议公司：有舍才有得，美团优选亏了几百亿，终于停止营运，这是非常正确的。</p><p>即时零售有他的特点，建议不要什么都做，消费者的心智，美团的口碑，都是最重要的<span>资产</span>，很难做好的品类，我们干脆就放弃吧。</p><p>最后，我还能有什么渠道投诉，欢迎有经验的朋友给我提示，谢谢。我不会气急败坏，我会持续地争取公平、正义。</p><p>-End-</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251126075114444v152r54uncpps5j\"/><p><strong>推荐阅读</strong></p><p>美团Q3至暗时刻，但阿里不会永远烧钱</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251126075122550v152b847j3d1xzy\"/></article></body></html>","source":"tencent","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 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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即时零售难担大任！双倍高价、开封不退、闪购不适合小家电品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 07:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126075130a4ba5c9c&s=b><strong>知常容</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年烧掉过千亿资金的外卖大战，源于京东对美团闪购进入数码家电市场的“反击”，而最近的美团闪购、淘宝闪购双十一翻倍增长，更让即时零售成为了最新的互联网热点。闪购的“即时满足”满足了消费者的最新需求，更有人预测未来闪购会从目前实物电商总盘子不到5%的份额，快速成长到20%的份额，美团会成为电商的新巨头。但最新的一次草根研究，彻底坚定了我的结论：即时零售的确有很好的发展前途，增速会很快，但是即时零售因为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126075130a4ba5c9c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126075130a4ba5c9c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2586400356","content_text":"今年烧掉过千亿资金的外卖大战，源于京东对美团闪购进入数码家电市场的“反击”，而最近的美团闪购、淘宝闪购双十一翻倍增长，更让即时零售成为了最新的互联网热点。闪购的“即时满足”满足了消费者的最新需求，更有人预测未来闪购会从目前实物电商总盘子不到5%的份额，快速成长到20%的份额，美团会成为电商的新巨头。但最新的一次草根研究，彻底坚定了我的结论：即时零售的确有很好的发展前途，增速会很快，但是即时零售因为本身的固有缺陷，无法全面取代货架电商，内容电商，未来只会在特有的领域有较大发展，比如应急需求，大品牌的直营等等。天花板可能是实物电商总盘子的10%以下。说说我这次的亲身经历，作为深度研究电商行业，持续跟踪美团、快手、唯品会、京东等公司并做出深度研究报告的研究员，11月18日在美团闪购上购买了SKG眼部按摩仪E4pro，实付684元。到货后发现无法连接官方app使用，于是申请退货。过程很崩溃，结果很沮丧，特别是突然发现同款商品，京东价格只要一半的时候。虽然商品页面注明七天无理由退货，商家拒绝退货退款，理由是已开封，影响二次销售（经过我再次看页面小字，原来一次性塑封打开就不能退货）。后面打电话给美团客服，反复沟通，每次客服服务都是接下投诉，然后不了了之，24小时之后我再回拨，我再当一次祥林嫂，从头申诉一次，再过24小时回拨，根本找不到人当场处理。还让我叫跑腿把货给商家检测，结论是这个产品就没有app功能，最后说商家不同意退款，无法退货，补偿我100元。折腾一大圈，虽然我自诩三十年炒股，心态极度平和，但是最后还是非常沮丧，比我踩了股市大雷还要沮丧。双倍高价、开封不退，这叫我以后还怎么敢用美团闪购买电器？当然这背后的逻辑我仔细想想也想通了。即时零售必须当地备货，所以商家只能是很分散、也极度本地化，而美团闪购现在是为了大量招商，所以对商家的政策肯定比较宽松，同时商家备货成本高、用户少，所以必须高价。结果就是平台的约束力度也非常低，淘宝的店铺至少还有等级、有差评制度、有支付宝模式。“多、快、好、省”原本是电商的四大关键指标，但目前来看，没有商业模式可以做到同时满足四大指标，客户只能选择自己最在乎的那一个。结论，正如电商的高速发展始终没有消灭线下商店，电商渗透率最新数仅在25%左右。线上电商的几大平台，包括淘宝、拼多多、京东、抖音、快手、视频号、美团、小红书等等，未来还会同时存在，各自拥有自己的优势区域，理论上大家都会挣钱，并且是相当挣钱。现在的互联网下半场差不多打完，烧钱抢市场、你死我活的激烈竞争逐步落幕，各自回归，各自挣钱钱。而我们投资者可以选择那些被市场严重低估的电商股票进行投资。美团是我的爱股，曾经为我赚了不少钱，我也曾经到北京公司参加股东大会，很喜欢这个公司，让白领们吃上了安全放心的午餐，我们十年前都是靠塞门缝里的小广告点餐的。但是我诚恳地建议公司：有舍才有得，美团优选亏了几百亿，终于停止营运，这是非常正确的。即时零售有他的特点，建议不要什么都做，消费者的心智，美团的口碑，都是最重要的资产，很难做好的品类，我们干脆就放弃吧。最后，我还能有什么渠道投诉，欢迎有经验的朋友给我提示，谢谢。我不会气急败坏，我会持续地争取公平、正义。-End-推荐阅读美团Q3至暗时刻，但阿里不会永远烧钱","news_type":1,"symbols_score_info":{"83690":0.9,"03690":0.9,"METmain":0.6,"MPNGY":0.6,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503992380260440,"gmtCreate":1764079587208,"gmtModify":1764079589072,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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得出-36%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/410122974843272","isVote":1,"tweetType":1,"viewCount":2943,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488608422386132","authorId":"3488608422386132","name":"llchn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3488608422386132","authorIdStr":"3488608422386132"},"content":"楼主没空吧，就是没涨起来恨铁不成钢的感觉","text":"楼主没空吧，就是没涨起来恨铁不成钢的感觉","html":"楼主没空吧，就是没涨起来恨铁不成钢的感觉"},{"author":{"id":"4133585145462200","authorId":"4133585145462200","name":"2025腾飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4133585145462200","authorIdStr":"4133585145462200"},"content":"哥别空美团了，空个别的","text":"哥别空美团了，空个别的","html":"哥别空美团了，空个别的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410527667864056,"gmtCreate":1741240872772,"gmtModify":1741242321595,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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为什么总有撞人新闻出来这么不安全吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/511280560239008","isVote":1,"tweetType":1,"viewCount":10948,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203736532851232","authorId":"4203736532851232","name":"稳扎稳","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4203736532851232","authorIdStr":"4203736532851232"},"content":"你也是好玩，全国每天几千几万起交通事故，你就没想过为什么只有小米的汽车出事会单拎吗，小米电车打破了大多数车企的泡沫蛋糕，集体做空枪打出头鸟是我们国内无良企业的一贯作风。我长期持有看多支持","text":"你也是好玩，全国每天几千几万起交通事故，你就没想过为什么只有小米的汽车出事会单拎吗，小米电车打破了大多数车企的泡沫蛋糕，集体做空枪打出头鸟是我们国内无良企业的一贯作风。我长期持有看多支持","html":"你也是好玩，全国每天几千几万起交通事故，你就没想过为什么只有小米的汽车出事会单拎吗，小米电车打破了大多数车企的泡沫蛋糕，集体做空枪打出头鸟是我们国内无良企业的一贯作风。我长期持有看多支持"},{"author":{"id":"3558129441615288","authorId":"3558129441615288","name":"好韭不贱贱","avatar":"https://static.tigerbbs.com/cf9062908d1bfdf99b3652671f2028d3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3558129441615288","authorIdStr":"3558129441615288"},"content":"这玩意说实话我觉得还是司机的问题，就算有辅助那也只是辅助啊[捂脸]","text":"这玩意说实话我觉得还是司机的问题，就算有辅助那也只是辅助啊[捂脸]","html":"这玩意说实话我觉得还是司机的问题，就算有辅助那也只是辅助啊[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495170221801808,"gmtCreate":1761899316548,"gmtModify":1761899318357,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 60多的时候翻10倍不跑，现在有啥可说的，55-60持续了大半年不跑","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 60多的时候翻10倍不跑，现在有啥可说的，55-60持续了大半年不跑","text":"$小米集团-W(01810)$ 60多的时候翻10倍不跑，现在有啥可说的，55-60持续了大半年不跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/495170221801808","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558129441615288","authorId":"3558129441615288","name":"好韭不贱贱","avatar":"https://static.tigerbbs.com/cf9062908d1bfdf99b3652671f2028d3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3558129441615288","authorIdStr":"3558129441615288"},"content":"因为有人想着冲两万亿市值[贱笑]","text":"因为有人想着冲两万亿市值[贱笑]","html":"因为有人想着冲两万亿市值[贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512041446126328,"gmtCreate":1766037086164,"gmtModify":1766037088040,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 周杰伦代言还是挺不错的，周本性不坏，性格只不过有点特点而已。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 周杰伦代言还是挺不错的，周本性不坏，性格只不过有点特点而已。","text":"$美团-W(03690)$ 周杰伦代言还是挺不错的，周本性不坏，性格只不过有点特点而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512041446126328","isVote":1,"tweetType":1,"viewCount":29279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398090115297704,"gmtCreate":1738212284549,"gmtModify":1738213488663,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 说什么也要卖了，破产趋势太严重了，观察4年。最后得出结论“随便是个企业也比美团强”。 以前不相信绝对的差，现在信了。王兴这人不行，没能力。你现在还能找到一家，任意一家中国规模以上互联网比这个更差吗？完全找不到，一家都找不到了，哪怕是一家都没有了。你们随便算算：距离10月高点跌幅排名，历史高点跌幅排名、反弹力度排名、回调深度排名、反弹时间长短排名、5days涨幅、10days、20days、年初至今、三年至今、120days全tm倒数第一。 买这个股造孽啊！退一万步说，就算它突然暴涨，也会以极短的时间跌回去。美团赶紧退市吧。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 说什么也要卖了，破产趋势太严重了，观察4年。最后得出结论“随便是个企业也比美团强”。 以前不相信绝对的差，现在信了。王兴这人不行，没能力。你现在还能找到一家，任意一家中国规模以上互联网比这个更差吗？完全找不到，一家都找不到了，哪怕是一家都没有了。你们随便算算：距离10月高点跌幅排名，历史高点跌幅排名、反弹力度排名、回调深度排名、反弹时间长短排名、5days涨幅、10days、20days、年初至今、三年至今、120days全tm倒数第一。 买这个股造孽啊！退一万步说，就算它突然暴涨，也会以极短的时间跌回去。美团赶紧退市吧。","text":"$美团-W(03690)$ 说什么也要卖了，破产趋势太严重了，观察4年。最后得出结论“随便是个企业也比美团强”。 以前不相信绝对的差，现在信了。王兴这人不行，没能力。你现在还能找到一家，任意一家中国规模以上互联网比这个更差吗？完全找不到，一家都找不到了，哪怕是一家都没有了。你们随便算算：距离10月高点跌幅排名，历史高点跌幅排名、反弹力度排名、回调深度排名、反弹时间长短排名、5days涨幅、10days、20days、年初至今、三年至今、120days全tm倒数第一。 买这个股造孽啊！退一万步说，就算它突然暴涨，也会以极短的时间跌回去。美团赶紧退市吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/398090115297704","isVote":1,"tweetType":1,"viewCount":5407,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494314295033535","authorId":"3494314295033535","name":"LogicalWing","avatar":"https://static.tigerbbs.com/1bf4a2a2a9c706853c6e44d3e47098e5","crmLevel":9,"crmLevelSwitch":1,"idStr":"3494314295033535","authorIdStr":"3494314295033535"},"content":"感觉美团要大涨了","text":"感觉美团要大涨了","html":"感觉美团要大涨了"},{"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"content":"现在还有谁笑话我吗？","text":"现在还有谁笑话我吗？","html":"现在还有谁笑话我吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412848796823888,"gmtCreate":1741832243751,"gmtModify":1741832248176,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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实话实说，全恒生科技也找不到更差的走势了吧？","images":[{"img":"https://static.tigerbbs.com/dcaead6354edb4d74288041e6eb609bd","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/412848796823888","isVote":1,"tweetType":1,"viewCount":3694,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"content":"没有任何新故事。还不给骑手上社保。这就是古代的地主公司。","text":"没有任何新故事。还不给骑手上社保。这就是古代的地主公司。","html":"没有任何新故事。还不给骑手上社保。这就是古代的地主公司。"},{"author":{"id":"3494314295033535","authorId":"3494314295033535","name":"LogicalWing","avatar":"https://static.tigerbbs.com/1bf4a2a2a9c706853c6e44d3e47098e5","crmLevel":9,"crmLevelSwitch":1,"idStr":"3494314295033535","authorIdStr":"3494314295033535"},"content":"每次下跌都是机会珍惜120的美团","text":"每次下跌都是机会珍惜120的美团","html":"每次下跌都是机会珍惜120的美团"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":405343147225304,"gmtCreate":1739984905324,"gmtModify":1739984906571,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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