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炒股的小学生
2025-02-11
之前苹果不是说要和字节和腾讯合作吗?股市里的消息就没有一句实话
市场消息:苹果和阿里巴巴将合作为中国iPhone用户开发AI功能
炒股的小学生
2023-01-09
那还有人买吗[开心]
小米集团涨超8%!小米汽车正讨论定价区间,手机高端化持续推进
炒股的小学生
2022-12-06
这篇文章不错,转发给大家看看
@话题虎:美股大盘下挫,有股悄悄反弹50%!如何投资布局?
炒股的小学生
2021-03-30
别特么预测了,还未来15天内,你当初也是这么说猫眼的,你看看那货成什么样子了,别人涨,它就在那里趴着
大摩:料泡泡玛特(9992.HK)股价未来15日内将升
炒股的小学生
2021-02-26
$猫眼娱乐(01896)$
失望透顶
炒股的小学生
2021-02-17
$猫眼娱乐(01896)$
为啥你就不敢涨呢,畏畏缩缩的
炒股的小学生
2020-11-19
大惊小怪
电商三巨头格局生变:阿里巴巴巨大优势或已不再
炒股的小学生
2020-10-19
$猫眼娱乐(01896)$
大哥,赶紧跌到10块吧,我好加仓!
炒股的小学生
2020-07-30
$猫眼娱乐(01896)$
天天冲高回落
炒股的小学生
2020-04-13
$纳指三倍做多ETF(TQQQ)$
牛逼了,你就不会跌吗
炒股的小学生
2018-12-18
$美团点评-W(03690)$ 牛逼
炒股的小学生
2018-12-13
$美团点评-W(03690)$ 美团牛逼啊,我要嘲笑你
炒股的小学生
2018-12-13
$美团点评-W(03690)$ 今天再不涨就有点说不过去了
炒股的小学生
2018-12-13
$小米集团-W(01810)$ 能破14吗
炒股的小学生
2018-12-11
$小米集团-W(01810)$ 跌的时候一个劲的往下掉,涨的时候抠抠索索
炒股的小学生
2018-09-19
$中兴通讯(000063)$中兴是怎么回事儿
炒股的小学生
2018-08-22
#老虎财报季#涨
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘中涨幅持续扩大!据The Information报道,苹果最近开始与阿里巴巴集团合作,在中国推出人工智能功能。</p><p>知情人士透露,此举是苹果应对在中国销售下滑的策略之一,旨在提供更具吸引力的软件功能。消息人士补充说,苹果和阿里巴巴已将共同开发的中国人工智能功能提交给中国的网络监管机构审批,表明该合作伙伴关系已取得显著进展。</p><p>知情人士表示,苹果自2023年起开始测试来自知名中国人工智能开发者的不同人工智能模型,并在去年选择了<a href=\"https://laohu8.com/S/BIDU\">百度</a>作为主要合作伙伴。然而,由于百度在为“Apple Intelligence”开发模型方面进展未达到苹果的标准,双方的合作遇到了一些障碍。</p><p>两位知情人士称,苹果在最近几个月开始考虑其他选项,评估<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动、阿里巴巴以及Deepseek开发的模型。其中一位知情人士指出,苹果最终放弃了Deepseek的模型,因为Deepseek团队在支持像苹果这样的大客户方面缺乏必要的人力和经验。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43607b54fc4249fbddc4fb6a09bca368\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f721c30125df4f4f78cbddb04cc3b0bb\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","relate_stocks":{"AAPL":"苹果","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102997089","content_text":"2月11日,苹果、阿里巴巴盘中涨幅持续扩大!据The Information报道,苹果最近开始与阿里巴巴集团合作,在中国推出人工智能功能。知情人士透露,此举是苹果应对在中国销售下滑的策略之一,旨在提供更具吸引力的软件功能。消息人士补充说,苹果和阿里巴巴已将共同开发的中国人工智能功能提交给中国的网络监管机构审批,表明该合作伙伴关系已取得显著进展。知情人士表示,苹果自2023年起开始测试来自知名中国人工智能开发者的不同人工智能模型,并在去年选择了百度作为主要合作伙伴。然而,由于百度在为“Apple Intelligence”开发模型方面进展未达到苹果的标准,双方的合作遇到了一些障碍。两位知情人士称,苹果在最近几个月开始考虑其他选项,评估腾讯、字节跳动、阿里巴巴以及Deepseek开发的模型。其中一位知情人士指出,苹果最终放弃了Deepseek的模型,因为Deepseek团队在支持像苹果这样的大客户方面缺乏必要的人力和经验。","news_type":1,"symbols_score_info":{"AAPL":1.1,"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":3541,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560034690560872","authorId":"3560034690560872","name":"拾邑","avatar":"https://static.tigerbbs.com/a6b461247f6786300c566ef2cda18c70","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3560034690560872","idStr":"3560034690560872"},"content":"之前是说调研那两家,明修栈道暗度陈仓","text":"之前是说调研那两家,明修栈道暗度陈仓","html":"之前是说调研那两家,明修栈道暗度陈仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628640003,"gmtCreate":1673232504603,"gmtModify":1673232506729,"author":{"id":"3494206700188485","authorId":"3494206700188485","name":"炒股的小学生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494206700188485","idStr":"3494206700188485"},"themes":[],"htmlText":"那还有人买吗[开心] ","listText":"那还有人买吗[开心] ","text":"那还有人买吗[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/628640003","repostId":"1183884253","repostType":2,"repost":{"id":"1183884253","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":1673232192,"share":"https://www.laohu8.com/m/news/1183884253?lang=zh_CN&edition=full","pubTime":"2023-01-09 10:43","market":"hk","language":"zh","title":"小米集团涨超8%!小米汽车正讨论定价区间,手机高端化持续推进","url":"https://stock-news.laohu8.com/highlight/detail?id=1183884253","media":"老虎资讯综合","summary":"1月9日,小米集团-W盘中走高,截至发稿,该股涨超8%。小米汽车正讨论定价区间,小米手机高端化持续推进。消息面上,据媒体报道,小米造车有了关键进展,第一款车为中型溜背式轿车。分为两个版本,内部讨论方案","content":"<html><head></head><body><p>1月9日,小米集团-W盘中走高,截至发稿,该股涨超8%。小米汽车正讨论定价区间,小米手机高端化持续推进。</p><p><img src=\"https://static.tigerbbs.com/91378e01cd4d5ae1872e2f51c79e3cfa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>消息面上,据媒体报道,小米造车有了关键进展,第一款车为中型溜背式轿车。分为两个版本,内部讨论方案为一个版本定位26万-30万元区间,另一个版本在35万元以上。预计最快年内就可以发布,并于2024年发售。消息人士还称,小米也在研发第二款量产车计划2025年推出。</p><p>此外,小米集团召开手机部年度总结大会。雷军表示,小米高端化探索做得不错,最近半年的小米12SUltra、小米MIXFold2、小米13系列这三款产品都很好,要继续总结经验,争取更大的突破。据悉,雷军此前明确表示,小米会坚定不移地执行高端化战略。</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>小米集团涨超8%!小米汽车正讨论定价区间,手机高端化持续推进</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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小米集团涨超8%!小米汽车正讨论定价区间,手机高端化持续推进\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2023-01-09 10:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月9日,小米集团-W盘中走高,截至发稿,该股涨超8%。小米汽车正讨论定价区间,小米手机高端化持续推进。</p><p><img src=\"https://static.tigerbbs.com/91378e01cd4d5ae1872e2f51c79e3cfa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>消息面上,据媒体报道,小米造车有了关键进展,第一款车为中型溜背式轿车。分为两个版本,内部讨论方案为一个版本定位26万-30万元区间,另一个版本在35万元以上。预计最快年内就可以发布,并于2024年发售。消息人士还称,小米也在研发第二款量产车计划2025年推出。</p><p>此外,小米集团召开手机部年度总结大会。雷军表示,小米高端化探索做得不错,最近半年的小米12SUltra、小米MIXFold2、小米13系列这三款产品都很好,要继续总结经验,争取更大的突破。据悉,雷军此前明确表示,小米会坚定不移地执行高端化战略。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183884253","content_text":"1月9日,小米集团-W盘中走高,截至发稿,该股涨超8%。小米汽车正讨论定价区间,小米手机高端化持续推进。消息面上,据媒体报道,小米造车有了关键进展,第一款车为中型溜背式轿车。分为两个版本,内部讨论方案为一个版本定位26万-30万元区间,另一个版本在35万元以上。预计最快年内就可以发布,并于2024年发售。消息人士还称,小米也在研发第二款量产车计划2025年推出。此外,小米集团召开手机部年度总结大会。雷军表示,小米高端化探索做得不错,最近半年的小米12SUltra、小米MIXFold2、小米13系列这三款产品都很好,要继续总结经验,争取更大的突破。据悉,雷军此前明确表示,小米会坚定不移地执行高端化战略。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":5747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629160015,"gmtCreate":1670339886638,"gmtModify":1670339888261,"author":{"id":"3494206700188485","authorId":"3494206700188485","name":"炒股的小学生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494206700188485","idStr":"3494206700188485"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629160015","repostId":"629347700","repostType":1,"repost":{"id":629347700,"gmtCreate":1670307373200,"gmtModify":1670307393482,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"美股大盘下挫,有股悄悄反弹50%!如何投资布局?","htmlText":"今年以来,<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 累计下跌16.6%,<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 下跌了29%,对比下来,<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 今年累计下跌7.21%,三大指数中表现最佳。据报道,这是自1933年以来,道琼斯跑赢标普500指数幅度最大的一年,也是自2000年以来,跑赢纳斯达克综合幅度最大的一年。目前,只有道指没有从近期高点下跌20%,还没有进入熊市区域。道琼斯指数由30家知名蓝筹股组成,分布在能源、工业、金融等板块,而这些板块今年整体表现较好,受油价带动的<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> ,今年累涨50%,领跑道指成分股。而往年收市场追捧的科技股遭遇重挫,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 等大盘股跌幅均超过了大盘,拖累大盘指数。美银ETF策略师Jared Woodard称,在高利率环境下,从科技等高增长行业撤离是新的趋势在经济衰退、市场震荡的背景下,拥有强大现金流、能给股东带来更多分红的","listText":"今年以来,<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 累计下跌16.6%,<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 下跌了29%,对比下来,<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 今年累计下跌7.21%,三大指数中表现最佳。据报道,这是自1933年以来,道琼斯跑赢标普500指数幅度最大的一年,也是自2000年以来,跑赢纳斯达克综合幅度最大的一年。目前,只有道指没有从近期高点下跌20%,还没有进入熊市区域。道琼斯指数由30家知名蓝筹股组成,分布在能源、工业、金融等板块,而这些板块今年整体表现较好,受油价带动的<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> ,今年累涨50%,领跑道指成分股。而往年收市场追捧的科技股遭遇重挫,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 等大盘股跌幅均超过了大盘,拖累大盘指数。美银ETF策略师Jared Woodard称,在高利率环境下,从科技等高增长行业撤离是新的趋势在经济衰退、市场震荡的背景下,拥有强大现金流、能给股东带来更多分红的","text":"今年以来,$标普500(.SPX)$ 累计下跌16.6%,$纳斯达克(.IXIC)$ 下跌了29%,对比下来,$道琼斯(.DJI)$ 今年累计下跌7.21%,三大指数中表现最佳。据报道,这是自1933年以来,道琼斯跑赢标普500指数幅度最大的一年,也是自2000年以来,跑赢纳斯达克综合幅度最大的一年。目前,只有道指没有从近期高点下跌20%,还没有进入熊市区域。道琼斯指数由30家知名蓝筹股组成,分布在能源、工业、金融等板块,而这些板块今年整体表现较好,受油价带动的$雪佛龙(CVX)$ ,今年累涨50%,领跑道指成分股。而往年收市场追捧的科技股遭遇重挫,$苹果(AAPL)$ 、$微软(MSFT)$ 、$特斯拉(TSLA)$ 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15:45","market":"hk","language":"zh","title":"大摩:料泡泡玛特(9992.HK)股价未来15日内将升","url":"https://stock-news.laohu8.com/highlight/detail?id=2123936236","media":"格隆汇","summary":"大摩料泡泡玛特(9992.HK)股价未来15日内将升,目标价63港元。","content":"<html><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表技术分析报告,相信<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>(9992.HK)股价未来15日内将升,发生机会率为70%至80%,予其股份“<span>与大市同步</span><span>”评级,目标价63港元。</span></p><p>该行表示,在泡泡玛特股价过去一周下跌了21%后(对比同期国指为下跌3%),看到股价有两个反弹催化剂,包括集团去年盈利表现较市场预期为佳;及管理层预期于第二季逐步解决供应上的限制。</p><p>大摩又指,集团计划就排名头五的知识产权(IPs)推出更多盲盒玩具,并预期现有产品的供应短缺将可逐渐解决,因此认为集团第二季的销售或会较首季加快。</p><p><img src=\"https://img3.gelonghui.com/e3891-b5440037-a4b7-42e8-a7bc-f263265a2355.png\"/></p></body></html>","source":"gelonghui_highlight","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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href=http://www.gelonghui.com/p/455230><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表技术分析报告,相信泡泡玛特(9992.HK)股价未来15日内将升,发生机会率为70%至80%,予其股份“与大市同步”评级,目标价63港元。该行表示,在泡泡玛特股价过去一周下跌了21%后(对比同期国指为下跌3%),看到股价有两个反弹催化剂,包括集团去年盈利表现较市场预期为佳;及管理层预期于第二季逐步解决供应上的限制。大摩又指,集团计划就排名头五的知识产权(IPs)推出更多盲盒玩具,并...</p>\n\n<a href=\"http://www.gelonghui.com/p/455230\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img7.gelonghui.com/column/2/104.png","relate_stocks":{"09992":"泡泡玛特","MS":"摩根士丹利"},"source_url":"http://www.gelonghui.com/p/455230","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2123936236","content_text":"摩根士丹利发表技术分析报告,相信泡泡玛特(9992.HK)股价未来15日内将升,发生机会率为70%至80%,予其股份“与大市同步”评级,目标价63港元。该行表示,在泡泡玛特股价过去一周下跌了21%后(对比同期国指为下跌3%),看到股价有两个反弹催化剂,包括集团去年盈利表现较市场预期为佳;及管理层预期于第二季逐步解决供应上的限制。大摩又指,集团计划就排名头五的知识产权(IPs)推出更多盲盒玩具,并预期现有产品的供应短缺将可逐渐解决,因此认为集团第二季的销售或会较首季加快。","news_type":1,"symbols_score_info":{"09992":1,"MS":1}},"isVote":1,"tweetType":1,"viewCount":4213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368153901,"gmtCreate":1614302175603,"gmtModify":1703476037268,"author":{"id":"3494206700188485","authorId":"3494206700188485","name":"炒股的小学生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494206700188485","idStr":"3494206700188485"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>一直有着巨大的优势。尽管是竞争对手,但多年来阿里如同一座不可逾越的高山,京东跟随,拼多多追赶,如今,阿里巴巴的巨大优势或在逐渐消失。</p><p><b>营收方面,在三大巨头中,依旧是京东、阿里巴巴两强格局占主体。</b></p><p>具体来看,阿里巴巴和京东的营收规模早已是千亿级别,甚至在冲击2000亿大关,而拼多多仅仅维系在百亿左右,短时间无法在规模上和阿里、京东并驾齐驱。</p><p>但并意味着拼多多被压制。11月12日,拼多多发布第三季度财报,第三季度营收超142亿元,同比增长89%。</p><p>在用户增长层面,拼多多APP的平均月活用户数已达6.434亿,单季度增长了7460万,较去年同期增长50%。也即是说,拼多多在三巨头中成长是最快的。</p><p>但随着规模的逐步提升,增速也降至了100%以内。尽管如此,纵向比较依然很惊人。2019年同期,拼多多的用户是5.363亿,但截止今年9月底,拼多多平台年活跃买家数已高达7.313亿,相当于半个中国都在使用拼多多。</p><p><b>换句话说:仅一年时间,拼多多就新增了1.95亿用户。</b></p><p><b>按照这个发展势头,用不了太久,拼多多就可以超过阿里的用户体量。</b></p><p>不过,阿里巴巴,依然是最强大的。三家巨头中,阿里巴巴是最多元化的企业,这或许是当互联网人口红利逐步触及天花板的大背景下,利好阿里巴巴的一点。</p><p>今年第三季度,阿里来自核心电商的收入占比降到了85%以下,而云计算占比则达到了9.61%。</p><p>更重要的是,今年第三季度,阿里巴巴云计算业务的营收达到148.99亿元,同比增长60%,这样的增速是惊人的。</p><p>京东也在调整业务线。分析显示,来自商品收入的部分占到京东整体的83.9%,物流收入占比则达到了7.34%,去年同期则仅为4.45%。</p><p>与此同时,京东的新增用户也在高速增长。财报显示,截至2020年9月30日,京东过去12个月的活跃购买用户数达到4.416亿,同比增长32.1%,增速创下过去三年来的新高,一年净增了1亿多活跃用户。其中,近80%新增活跃用户来自于下沉新兴市场。</p><p>新兴市场已经成为三巨头新战场。很显然,谁拥有更多的用户谁就可能占据更大的市场。即使在净利润上阿里保持领先,京东位于第二,拼多多才首次实现盈利,但未来阿里巴巴一家独大的电商格局,必然会受到重大冲击。</p><p>对比过去连续十二个季度的用户增长数据后,三季度阿里的移动月活用户增长几乎陷入了停滞状态,过去三年里,阿里每个季度的用户增长量除了2018年第二季度外,都维持在2000万以。但是本季度,这个数字直接掉到了700万。</p><p><b>阿里感到的危险,特别是下沉市场的争夺。</b></p><p>在此之前,阿里巴巴是瞧不上这一“低端市场”,但随着市场需求不断被释放,市场规模越来越聚集,阿里推出了淘宝特价版,意图抢回这一领域。</p><p>淘宝特价版上线仅半年,就积累7000万月活跃用户。但这一领域早已是拼多多天下。在拼多度与新兴电商的夹击下,刚刚踏入这一领地的阿里想分得一杯羹,似乎并不容易。</p>","source":"lsy1605684985987","collect":0,"html":"<!DOCTYPE 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}\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电商三巨头格局生变:阿里巴巴巨大优势或已不再\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-18 15:38 北京时间 <a href=https://www.kerankj.com/page/6368-65.html><strong>炣燃科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炣燃科技10月17日讯(宏斌)日前,电商三巨头阿里、京东与拼多多Q3财报发布。从财报上看,三大巨头之间竞争态势似乎已发生变化。一直以来,阿里巴巴一直有着巨大的优势。尽管是竞争对手,但多年来阿里如同一座不可逾越的高山,京东跟随,拼多多追赶,如今,阿里巴巴的巨大优势或在逐渐消失。营收方面,在三大巨头中,依旧是京东、阿里巴巴两强格局占主体。具体来看,阿里巴巴和京东的营收规模早已是千亿级别,甚至在冲击...</p>\n\n<a href=\"https://www.kerankj.com/page/6368-65.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a746c3cafcd9060e2314117d8d1f547c","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴","JD":"京东"},"source_url":"https://www.kerankj.com/page/6368-65.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084443899","content_text":"炣燃科技10月17日讯(宏斌)日前,电商三巨头阿里、京东与拼多多Q3财报发布。从财报上看,三大巨头之间竞争态势似乎已发生变化。一直以来,阿里巴巴一直有着巨大的优势。尽管是竞争对手,但多年来阿里如同一座不可逾越的高山,京东跟随,拼多多追赶,如今,阿里巴巴的巨大优势或在逐渐消失。营收方面,在三大巨头中,依旧是京东、阿里巴巴两强格局占主体。具体来看,阿里巴巴和京东的营收规模早已是千亿级别,甚至在冲击2000亿大关,而拼多多仅仅维系在百亿左右,短时间无法在规模上和阿里、京东并驾齐驱。但并意味着拼多多被压制。11月12日,拼多多发布第三季度财报,第三季度营收超142亿元,同比增长89%。在用户增长层面,拼多多APP的平均月活用户数已达6.434亿,单季度增长了7460万,较去年同期增长50%。也即是说,拼多多在三巨头中成长是最快的。但随着规模的逐步提升,增速也降至了100%以内。尽管如此,纵向比较依然很惊人。2019年同期,拼多多的用户是5.363亿,但截止今年9月底,拼多多平台年活跃买家数已高达7.313亿,相当于半个中国都在使用拼多多。换句话说:仅一年时间,拼多多就新增了1.95亿用户。按照这个发展势头,用不了太久,拼多多就可以超过阿里的用户体量。不过,阿里巴巴,依然是最强大的。三家巨头中,阿里巴巴是最多元化的企业,这或许是当互联网人口红利逐步触及天花板的大背景下,利好阿里巴巴的一点。今年第三季度,阿里来自核心电商的收入占比降到了85%以下,而云计算占比则达到了9.61%。更重要的是,今年第三季度,阿里巴巴云计算业务的营收达到148.99亿元,同比增长60%,这样的增速是惊人的。京东也在调整业务线。分析显示,来自商品收入的部分占到京东整体的83.9%,物流收入占比则达到了7.34%,去年同期则仅为4.45%。与此同时,京东的新增用户也在高速增长。财报显示,截至2020年9月30日,京东过去12个月的活跃购买用户数达到4.416亿,同比增长32.1%,增速创下过去三年来的新高,一年净增了1亿多活跃用户。其中,近80%新增活跃用户来自于下沉新兴市场。新兴市场已经成为三巨头新战场。很显然,谁拥有更多的用户谁就可能占据更大的市场。即使在净利润上阿里保持领先,京东位于第二,拼多多才首次实现盈利,但未来阿里巴巴一家独大的电商格局,必然会受到重大冲击。对比过去连续十二个季度的用户增长数据后,三季度阿里的移动月活用户增长几乎陷入了停滞状态,过去三年里,阿里每个季度的用户增长量除了2018年第二季度外,都维持在2000万以。但是本季度,这个数字直接掉到了700万。阿里感到的危险,特别是下沉市场的争夺。在此之前,阿里巴巴是瞧不上这一“低端市场”,但随着市场需求不断被释放,市场规模越来越聚集,阿里推出了淘宝特价版,意图抢回这一领域。淘宝特价版上线仅半年,就积累7000万月活跃用户。但这一领域早已是拼多多天下。在拼多度与新兴电商的夹击下,刚刚踏入这一领地的阿里想分得一杯羹,似乎并不容易。","news_type":1,"symbols_score_info":{"JD":0.9,"BABA":0.9,"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":2856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303141923,"gmtCreate":1603071561562,"gmtModify":1703828536906,"author":{"id":"3494206700188485","authorId":"3494206700188485","name":"炒股的小学生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494206700188485","idStr":"3494206700188485"},"themes":[],"htmlText":"<a 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22:04","market":"us","language":"zh","title":"市场消息:苹果和阿里巴巴将合作为中国iPhone用户开发AI功能","url":"https://stock-news.laohu8.com/highlight/detail?id=1102997089","media":"老虎资讯综合","summary":"苹果、阿里巴巴盘前拉升!市场消息:苹果与阿里巴巴合作,为中国的iPhone用户开发人工智能功能,此前苹果测试了DeepSeek的模型,但未选择继续使用它们。","content":"<html><head></head><body><p>2月11日,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘中涨幅持续扩大!据The Information报道,苹果最近开始与阿里巴巴集团合作,在中国推出人工智能功能。</p><p>知情人士透露,此举是苹果应对在中国销售下滑的策略之一,旨在提供更具吸引力的软件功能。消息人士补充说,苹果和阿里巴巴已将共同开发的中国人工智能功能提交给中国的网络监管机构审批,表明该合作伙伴关系已取得显著进展。</p><p>知情人士表示,苹果自2023年起开始测试来自知名中国人工智能开发者的不同人工智能模型,并在去年选择了<a href=\"https://laohu8.com/S/BIDU\">百度</a>作为主要合作伙伴。然而,由于百度在为“Apple Intelligence”开发模型方面进展未达到苹果的标准,双方的合作遇到了一些障碍。</p><p>两位知情人士称,苹果在最近几个月开始考虑其他选项,评估<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动、阿里巴巴以及Deepseek开发的模型。其中一位知情人士指出,苹果最终放弃了Deepseek的模型,因为Deepseek团队在支持像苹果这样的大客户方面缺乏必要的人力和经验。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43607b54fc4249fbddc4fb6a09bca368\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f721c30125df4f4f78cbddb04cc3b0bb\" tg-width=\"560\" tg-height=\"240\"/></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>市场消息:苹果和阿里巴巴将合作为中国iPhone用户开发AI功能</title>\n<style 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href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘中涨幅持续扩大!据The Information报道,苹果最近开始与阿里巴巴集团合作,在中国推出人工智能功能。</p><p>知情人士透露,此举是苹果应对在中国销售下滑的策略之一,旨在提供更具吸引力的软件功能。消息人士补充说,苹果和阿里巴巴已将共同开发的中国人工智能功能提交给中国的网络监管机构审批,表明该合作伙伴关系已取得显著进展。</p><p>知情人士表示,苹果自2023年起开始测试来自知名中国人工智能开发者的不同人工智能模型,并在去年选择了<a href=\"https://laohu8.com/S/BIDU\">百度</a>作为主要合作伙伴。然而,由于百度在为“Apple Intelligence”开发模型方面进展未达到苹果的标准,双方的合作遇到了一些障碍。</p><p>两位知情人士称,苹果在最近几个月开始考虑其他选项,评估<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动、阿里巴巴以及Deepseek开发的模型。其中一位知情人士指出,苹果最终放弃了Deepseek的模型,因为Deepseek团队在支持像苹果这样的大客户方面缺乏必要的人力和经验。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43607b54fc4249fbddc4fb6a09bca368\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f721c30125df4f4f78cbddb04cc3b0bb\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","relate_stocks":{"AAPL":"苹果","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102997089","content_text":"2月11日,苹果、阿里巴巴盘中涨幅持续扩大!据The Information报道,苹果最近开始与阿里巴巴集团合作,在中国推出人工智能功能。知情人士透露,此举是苹果应对在中国销售下滑的策略之一,旨在提供更具吸引力的软件功能。消息人士补充说,苹果和阿里巴巴已将共同开发的中国人工智能功能提交给中国的网络监管机构审批,表明该合作伙伴关系已取得显著进展。知情人士表示,苹果自2023年起开始测试来自知名中国人工智能开发者的不同人工智能模型,并在去年选择了百度作为主要合作伙伴。然而,由于百度在为“Apple Intelligence”开发模型方面进展未达到苹果的标准,双方的合作遇到了一些障碍。两位知情人士称,苹果在最近几个月开始考虑其他选项,评估腾讯、字节跳动、阿里巴巴以及Deepseek开发的模型。其中一位知情人士指出,苹果最终放弃了Deepseek的模型,因为Deepseek团队在支持像苹果这样的大客户方面缺乏必要的人力和经验。","news_type":1,"symbols_score_info":{"AAPL":1.1,"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":3541,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560034690560872","authorId":"3560034690560872","name":"拾邑","avatar":"https://static.tigerbbs.com/a6b461247f6786300c566ef2cda18c70","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3560034690560872","idStr":"3560034690560872"},"content":"之前是说调研那两家,明修栈道暗度陈仓","text":"之前是说调研那两家,明修栈道暗度陈仓","html":"之前是说调研那两家,明修栈道暗度陈仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628640003,"gmtCreate":1673232504603,"gmtModify":1673232506729,"author":{"id":"3494206700188485","authorId":"3494206700188485","name":"炒股的小学生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494206700188485","idStr":"3494206700188485"},"themes":[],"htmlText":"那还有人买吗[开心] ","listText":"那还有人买吗[开心] ","text":"那还有人买吗[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/628640003","repostId":"1183884253","repostType":2,"repost":{"id":"1183884253","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":1673232192,"share":"https://www.laohu8.com/m/news/1183884253?lang=zh_CN&edition=full","pubTime":"2023-01-09 10:43","market":"hk","language":"zh","title":"小米集团涨超8%!小米汽车正讨论定价区间,手机高端化持续推进","url":"https://stock-news.laohu8.com/highlight/detail?id=1183884253","media":"老虎资讯综合","summary":"1月9日,小米集团-W盘中走高,截至发稿,该股涨超8%。小米汽车正讨论定价区间,小米手机高端化持续推进。消息面上,据媒体报道,小米造车有了关键进展,第一款车为中型溜背式轿车。分为两个版本,内部讨论方案","content":"<html><head></head><body><p>1月9日,小米集团-W盘中走高,截至发稿,该股涨超8%。小米汽车正讨论定价区间,小米手机高端化持续推进。</p><p><img src=\"https://static.tigerbbs.com/91378e01cd4d5ae1872e2f51c79e3cfa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>消息面上,据媒体报道,小米造车有了关键进展,第一款车为中型溜背式轿车。分为两个版本,内部讨论方案为一个版本定位26万-30万元区间,另一个版本在35万元以上。预计最快年内就可以发布,并于2024年发售。消息人士还称,小米也在研发第二款量产车计划2025年推出。</p><p>此外,小米集团召开手机部年度总结大会。雷军表示,小米高端化探索做得不错,最近半年的小米12SUltra、小米MIXFold2、小米13系列这三款产品都很好,要继续总结经验,争取更大的突破。据悉,雷军此前明确表示,小米会坚定不移地执行高端化战略。</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>小米集团涨超8%!小米汽车正讨论定价区间,手机高端化持续推进</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小米集团涨超8%!小米汽车正讨论定价区间,手机高端化持续推进\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2023-01-09 10:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月9日,小米集团-W盘中走高,截至发稿,该股涨超8%。小米汽车正讨论定价区间,小米手机高端化持续推进。</p><p><img src=\"https://static.tigerbbs.com/91378e01cd4d5ae1872e2f51c79e3cfa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>消息面上,据媒体报道,小米造车有了关键进展,第一款车为中型溜背式轿车。分为两个版本,内部讨论方案为一个版本定位26万-30万元区间,另一个版本在35万元以上。预计最快年内就可以发布,并于2024年发售。消息人士还称,小米也在研发第二款量产车计划2025年推出。</p><p>此外,小米集团召开手机部年度总结大会。雷军表示,小米高端化探索做得不错,最近半年的小米12SUltra、小米MIXFold2、小米13系列这三款产品都很好,要继续总结经验,争取更大的突破。据悉,雷军此前明确表示,小米会坚定不移地执行高端化战略。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183884253","content_text":"1月9日,小米集团-W盘中走高,截至发稿,该股涨超8%。小米汽车正讨论定价区间,小米手机高端化持续推进。消息面上,据媒体报道,小米造车有了关键进展,第一款车为中型溜背式轿车。分为两个版本,内部讨论方案为一个版本定位26万-30万元区间,另一个版本在35万元以上。预计最快年内就可以发布,并于2024年发售。消息人士还称,小米也在研发第二款量产车计划2025年推出。此外,小米集团召开手机部年度总结大会。雷军表示,小米高端化探索做得不错,最近半年的小米12SUltra、小米MIXFold2、小米13系列这三款产品都很好,要继续总结经验,争取更大的突破。据悉,雷军此前明确表示,小米会坚定不移地执行高端化战略。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":5747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390209987,"gmtCreate":1605796548149,"gmtModify":1703839665346,"author":{"id":"3494206700188485","authorId":"3494206700188485","name":"炒股的小学生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494206700188485","idStr":"3494206700188485"},"themes":[],"htmlText":"大惊小怪","listText":"大惊小怪","text":"大惊小怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390209987","repostId":"2084443899","repostType":2,"repost":{"id":"2084443899","kind":"news","pubTimestamp":1605685119,"share":"https://www.laohu8.com/m/news/2084443899?lang=zh_CN&edition=full","pubTime":"2020-11-18 15:38","market":"us","language":"zh","title":"电商三巨头格局生变:阿里巴巴巨大优势或已不再","url":"https://stock-news.laohu8.com/highlight/detail?id=2084443899","media":"炣燃科技","summary":"日前,电商三巨头阿里、京东与拼多多Q3财报发布。","content":"<p>炣燃科技10月17日讯(宏斌)日前,电商三巨头阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>Q3财报发布。</p><p><b>从财报上看,三大巨头之间竞争态势似乎已发生变化。</b></p><p>一直以来,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>一直有着巨大的优势。尽管是竞争对手,但多年来阿里如同一座不可逾越的高山,京东跟随,拼多多追赶,如今,阿里巴巴的巨大优势或在逐渐消失。</p><p><b>营收方面,在三大巨头中,依旧是京东、阿里巴巴两强格局占主体。</b></p><p>具体来看,阿里巴巴和京东的营收规模早已是千亿级别,甚至在冲击2000亿大关,而拼多多仅仅维系在百亿左右,短时间无法在规模上和阿里、京东并驾齐驱。</p><p>但并意味着拼多多被压制。11月12日,拼多多发布第三季度财报,第三季度营收超142亿元,同比增长89%。</p><p>在用户增长层面,拼多多APP的平均月活用户数已达6.434亿,单季度增长了7460万,较去年同期增长50%。也即是说,拼多多在三巨头中成长是最快的。</p><p>但随着规模的逐步提升,增速也降至了100%以内。尽管如此,纵向比较依然很惊人。2019年同期,拼多多的用户是5.363亿,但截止今年9月底,拼多多平台年活跃买家数已高达7.313亿,相当于半个中国都在使用拼多多。</p><p><b>换句话说:仅一年时间,拼多多就新增了1.95亿用户。</b></p><p><b>按照这个发展势头,用不了太久,拼多多就可以超过阿里的用户体量。</b></p><p>不过,阿里巴巴,依然是最强大的。三家巨头中,阿里巴巴是最多元化的企业,这或许是当互联网人口红利逐步触及天花板的大背景下,利好阿里巴巴的一点。</p><p>今年第三季度,阿里来自核心电商的收入占比降到了85%以下,而云计算占比则达到了9.61%。</p><p>更重要的是,今年第三季度,阿里巴巴云计算业务的营收达到148.99亿元,同比增长60%,这样的增速是惊人的。</p><p>京东也在调整业务线。分析显示,来自商品收入的部分占到京东整体的83.9%,物流收入占比则达到了7.34%,去年同期则仅为4.45%。</p><p>与此同时,京东的新增用户也在高速增长。财报显示,截至2020年9月30日,京东过去12个月的活跃购买用户数达到4.416亿,同比增长32.1%,增速创下过去三年来的新高,一年净增了1亿多活跃用户。其中,近80%新增活跃用户来自于下沉新兴市场。</p><p>新兴市场已经成为三巨头新战场。很显然,谁拥有更多的用户谁就可能占据更大的市场。即使在净利润上阿里保持领先,京东位于第二,拼多多才首次实现盈利,但未来阿里巴巴一家独大的电商格局,必然会受到重大冲击。</p><p>对比过去连续十二个季度的用户增长数据后,三季度阿里的移动月活用户增长几乎陷入了停滞状态,过去三年里,阿里每个季度的用户增长量除了2018年第二季度外,都维持在2000万以。但是本季度,这个数字直接掉到了700万。</p><p><b>阿里感到的危险,特别是下沉市场的争夺。</b></p><p>在此之前,阿里巴巴是瞧不上这一“低端市场”,但随着市场需求不断被释放,市场规模越来越聚集,阿里推出了淘宝特价版,意图抢回这一领域。</p><p>淘宝特价版上线仅半年,就积累7000万月活跃用户。但这一领域早已是拼多多天下。在拼多度与新兴电商的夹击下,刚刚踏入这一领地的阿里想分得一杯羹,似乎并不容易。</p>","source":"lsy1605684985987","collect":0,"html":"<!DOCTYPE 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}\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电商三巨头格局生变:阿里巴巴巨大优势或已不再\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-18 15:38 北京时间 <a href=https://www.kerankj.com/page/6368-65.html><strong>炣燃科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炣燃科技10月17日讯(宏斌)日前,电商三巨头阿里、京东与拼多多Q3财报发布。从财报上看,三大巨头之间竞争态势似乎已发生变化。一直以来,阿里巴巴一直有着巨大的优势。尽管是竞争对手,但多年来阿里如同一座不可逾越的高山,京东跟随,拼多多追赶,如今,阿里巴巴的巨大优势或在逐渐消失。营收方面,在三大巨头中,依旧是京东、阿里巴巴两强格局占主体。具体来看,阿里巴巴和京东的营收规模早已是千亿级别,甚至在冲击...</p>\n\n<a href=\"https://www.kerankj.com/page/6368-65.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a746c3cafcd9060e2314117d8d1f547c","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴","JD":"京东"},"source_url":"https://www.kerankj.com/page/6368-65.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084443899","content_text":"炣燃科技10月17日讯(宏斌)日前,电商三巨头阿里、京东与拼多多Q3财报发布。从财报上看,三大巨头之间竞争态势似乎已发生变化。一直以来,阿里巴巴一直有着巨大的优势。尽管是竞争对手,但多年来阿里如同一座不可逾越的高山,京东跟随,拼多多追赶,如今,阿里巴巴的巨大优势或在逐渐消失。营收方面,在三大巨头中,依旧是京东、阿里巴巴两强格局占主体。具体来看,阿里巴巴和京东的营收规模早已是千亿级别,甚至在冲击2000亿大关,而拼多多仅仅维系在百亿左右,短时间无法在规模上和阿里、京东并驾齐驱。但并意味着拼多多被压制。11月12日,拼多多发布第三季度财报,第三季度营收超142亿元,同比增长89%。在用户增长层面,拼多多APP的平均月活用户数已达6.434亿,单季度增长了7460万,较去年同期增长50%。也即是说,拼多多在三巨头中成长是最快的。但随着规模的逐步提升,增速也降至了100%以内。尽管如此,纵向比较依然很惊人。2019年同期,拼多多的用户是5.363亿,但截止今年9月底,拼多多平台年活跃买家数已高达7.313亿,相当于半个中国都在使用拼多多。换句话说:仅一年时间,拼多多就新增了1.95亿用户。按照这个发展势头,用不了太久,拼多多就可以超过阿里的用户体量。不过,阿里巴巴,依然是最强大的。三家巨头中,阿里巴巴是最多元化的企业,这或许是当互联网人口红利逐步触及天花板的大背景下,利好阿里巴巴的一点。今年第三季度,阿里来自核心电商的收入占比降到了85%以下,而云计算占比则达到了9.61%。更重要的是,今年第三季度,阿里巴巴云计算业务的营收达到148.99亿元,同比增长60%,这样的增速是惊人的。京东也在调整业务线。分析显示,来自商品收入的部分占到京东整体的83.9%,物流收入占比则达到了7.34%,去年同期则仅为4.45%。与此同时,京东的新增用户也在高速增长。财报显示,截至2020年9月30日,京东过去12个月的活跃购买用户数达到4.416亿,同比增长32.1%,增速创下过去三年来的新高,一年净增了1亿多活跃用户。其中,近80%新增活跃用户来自于下沉新兴市场。新兴市场已经成为三巨头新战场。很显然,谁拥有更多的用户谁就可能占据更大的市场。即使在净利润上阿里保持领先,京东位于第二,拼多多才首次实现盈利,但未来阿里巴巴一家独大的电商格局,必然会受到重大冲击。对比过去连续十二个季度的用户增长数据后,三季度阿里的移动月活用户增长几乎陷入了停滞状态,过去三年里,阿里每个季度的用户增长量除了2018年第二季度外,都维持在2000万以。但是本季度,这个数字直接掉到了700万。阿里感到的危险,特别是下沉市场的争夺。在此之前,阿里巴巴是瞧不上这一“低端市场”,但随着市场需求不断被释放,市场规模越来越聚集,阿里推出了淘宝特价版,意图抢回这一领域。淘宝特价版上线仅半年,就积累7000万月活跃用户。但这一领域早已是拼多多天下。在拼多度与新兴电商的夹击下,刚刚踏入这一领地的阿里想分得一杯羹,似乎并不容易。","news_type":1,"symbols_score_info":{"JD":0.9,"BABA":0.9,"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":2856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303141923,"gmtCreate":1603071561562,"gmtModify":1703828536906,"author":{"id":"3494206700188485","authorId":"3494206700188485","name":"炒股的小学生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494206700188485","idStr":"3494206700188485"},"themes":[],"htmlText":"<a 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15:45","market":"hk","language":"zh","title":"大摩:料泡泡玛特(9992.HK)股价未来15日内将升","url":"https://stock-news.laohu8.com/highlight/detail?id=2123936236","media":"格隆汇","summary":"大摩料泡泡玛特(9992.HK)股价未来15日内将升,目标价63港元。","content":"<html><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表技术分析报告,相信<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>(9992.HK)股价未来15日内将升,发生机会率为70%至80%,予其股份“<span>与大市同步</span><span>”评级,目标价63港元。</span></p><p>该行表示,在泡泡玛特股价过去一周下跌了21%后(对比同期国指为下跌3%),看到股价有两个反弹催化剂,包括集团去年盈利表现较市场预期为佳;及管理层预期于第二季逐步解决供应上的限制。</p><p>大摩又指,集团计划就排名头五的知识产权(IPs)推出更多盲盒玩具,并预期现有产品的供应短缺将可逐渐解决,因此认为集团第二季的销售或会较首季加快。</p><p><img src=\"https://img3.gelonghui.com/e3891-b5440037-a4b7-42e8-a7bc-f263265a2355.png\"/></p></body></html>","source":"gelonghui_highlight","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大摩:料泡泡玛特(9992.HK)股价未来15日内将升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-29 15:45 北京时间 <a href=http://www.gelonghui.com/p/455230><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表技术分析报告,相信泡泡玛特(9992.HK)股价未来15日内将升,发生机会率为70%至80%,予其股份“与大市同步”评级,目标价63港元。该行表示,在泡泡玛特股价过去一周下跌了21%后(对比同期国指为下跌3%),看到股价有两个反弹催化剂,包括集团去年盈利表现较市场预期为佳;及管理层预期于第二季逐步解决供应上的限制。大摩又指,集团计划就排名头五的知识产权(IPs)推出更多盲盒玩具,并...</p>\n\n<a href=\"http://www.gelonghui.com/p/455230\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img7.gelonghui.com/column/2/104.png","relate_stocks":{"09992":"泡泡玛特","MS":"摩根士丹利"},"source_url":"http://www.gelonghui.com/p/455230","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2123936236","content_text":"摩根士丹利发表技术分析报告,相信泡泡玛特(9992.HK)股价未来15日内将升,发生机会率为70%至80%,予其股份“与大市同步”评级,目标价63港元。该行表示,在泡泡玛特股价过去一周下跌了21%后(对比同期国指为下跌3%),看到股价有两个反弹催化剂,包括集团去年盈利表现较市场预期为佳;及管理层预期于第二季逐步解决供应上的限制。大摩又指,集团计划就排名头五的知识产权(IPs)推出更多盲盒玩具,并预期现有产品的供应短缺将可逐渐解决,因此认为集团第二季的销售或会较首季加快。","news_type":1,"symbols_score_info":{"09992":1,"MS":1}},"isVote":1,"tweetType":1,"viewCount":4213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368153901,"gmtCreate":1614302175603,"gmtModify":1703476037268,"author":{"id":"3494206700188485","authorId":"3494206700188485","name":"炒股的小学生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494206700188485","idStr":"3494206700188485"},"themes":[],"htmlText":"<a 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