稳稳的不要追高啊的个人主页 - 老虎社区

稳稳的不要追高啊

稳稳的不要追高啊

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稳稳的不要追高啊

06-19

$FL二南方恒指(07200)$ 买入就赚了[开心] [开心] [开心]

稳稳的不要追高啊

06-18

$游戏驿站(GME)$ 快跑吧垃圾公司敢涨起来就干空它

稳稳的不要追高啊

06-18

恒生指数最高点逃顶最近回落很多开始买入

稳稳的不要追高啊

06-18

逢高做空游戏驿站获利了结[开心] [开心] [开心] [开心] [财迷] [财迷] [财迷]

稳稳的不要追高啊

06-17

抄底了。买两层

稳稳的不要追高啊

2021-12-04

$三倍做多FTSE中国ETF-Direxion(YINN)$没人来抄底嘛[微笑] [微笑] [微笑]

稳稳的不要追高啊

2021-08-03

那个韭菜专业户是不傻的[开心] [开心]

腾讯推出游戏未保“双减双打”新措施

稳稳的不要追高啊

2021-03-08

跌成狗你说的啥玩意

抱歉，原内容已删除

稳稳的不要追高啊

2021-02-26

$游戏驿站(GME)$开盘没拿住吓跑了亏死了[流泪]

稳稳的不要追高啊

2021-02-26

$游戏驿站(GME)$神奇的美股亏了好几台iPhone了难受

稳稳的不要追高啊

2021-01-09

$中海油(CEO)$@小虎投资狮城 @小虎周报 @小虎活动有没有人告诉我为什么不能买入了？都好几天了

稳稳的不要追高啊

2021-01-06

牛皮

@六尘不染:$福莱特玻璃(06865)$😂😂

稳稳的不要追高啊

2021-01-05

$河北建设(01727)$主力大哥你来拉升啦？

稳稳的不要追高啊

2021-01-04

$中海油(CEO)$发生了什么事不能买了？！

稳稳的不要追高啊

2021-01-04

$波音(BA)$吐血[喷血] [喷血] [喷血] [喷血]

稳稳的不要追高啊

2021-01-04

$特斯拉(TSLA)$我满仓了大家随意[开心] [开心] [开心] [开心] [开心]

稳稳的不要追高啊

2020-12-31

$晶科能源(JKS)$啥情况啊？跌这么狠

稳稳的不要追高啊

2020-12-31

对股价没啥影响啊那就是没事

被告“垄断”，美团这次会不会翻车？

稳稳的不要追高啊

2020-12-31

$中海油(CEO)$油哥都在涨你咋大跌没眼看[流泪] [流泪]

稳稳的不要追高啊

2020-12-30

$达达集团(DADA)$达达别别别掉下来啊

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00700\">腾讯</a>对此高度重视。尽管从2017年开始，我们通过不断升级未成年保护措施，平均每天对580万个帐号进行登录和支付环节限制，但深感任重道远。为进一步加大保护力度，腾讯将从《王者荣耀》试点，逐步面向全线游戏推出“双减、双打、三提倡”的七条新举措。</p>\n<p>双减：</p>\n<p>1、减时长：将执行比政策要求更严厉的未成年用户在线时长限制，非节假日从1.5小时降低至1小时，节假日从3小时减到2小时。</p>\n<p>2、减充值：未满12周岁未成年人（“小学生”）禁止在游戏内消费。</p>\n<p>双打：</p>\n<p>1、打击身份冒用：针对未成年人冒充成年人游戏的情况，将原来的“零点巡查”升级为“全天巡查”，可疑账户全部重新认证。</p>\n<p>2、打击作弊：积极配合政策，打击用户通过加速器登陆及部分第三方平台买卖成年人帐号的行为。</p>\n<p>三倡议：</p>\n<p>1、倡议全行业进一步强化游戏防沉迷系统，控制未成年人游戏总时长。</p>\n<p>2、倡议深化对游戏适龄评定和实施机制的研究。</p>\n<p>3、倡议全行业讨论全面禁止未满12周岁小学生进入游戏的可行性。<img src=\"https://static.tigerbbs.com/22b887d7aea1bbdecfb0d933de78111f\" tg-width=\"1113\" tg-height=\"1026\" width=\"100%\" height=\"auto\"></p>","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\" 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13:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在刚刚结束的第19届中国国际数码互动娱乐展览会上，有关主管部门对全行业主动开展未成年保护工作、履行社会责任提出了更多希望与要求。</p>\n<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>对此高度重视。尽管从2017年开始，我们通过不断升级未成年保护措施，平均每天对580万个帐号进行登录和支付环节限制，但深感任重道远。为进一步加大保护力度，腾讯将从《王者荣耀》试点，逐步面向全线游戏推出“双减、双打、三提倡”的七条新举措。</p>\n<p>双减：</p>\n<p>1、减时长：将执行比政策要求更严厉的未成年用户在线时长限制，非节假日从1.5小时降低至1小时，节假日从3小时减到2小时。</p>\n<p>2、减充值：未满12周岁未成年人（“小学生”）禁止在游戏内消费。</p>\n<p>双打：</p>\n<p>1、打击身份冒用：针对未成年人冒充成年人游戏的情况，将原来的“零点巡查”升级为“全天巡查”，可疑账户全部重新认证。</p>\n<p>2、打击作弊：积极配合政策，打击用户通过加速器登陆及部分第三方平台买卖成年人帐号的行为。</p>\n<p>三倡议：</p>\n<p>1、倡议全行业进一步强化游戏防沉迷系统，控制未成年人游戏总时长。</p>\n<p>2、倡议深化对游戏适龄评定和实施机制的研究。</p>\n<p>3、倡议全行业讨论全面禁止未满12周岁小学生进入游戏的可行性。<img src=\"https://static.tigerbbs.com/22b887d7aea1bbdecfb0d933de78111f\" tg-width=\"1113\" tg-height=\"1026\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107663036","content_text":"在刚刚结束的第19届中国国际数码互动娱乐展览会上，有关主管部门对全行业主动开展未成年保护工作、履行社会责任提出了更多希望与要求。\n腾讯对此高度重视。尽管从2017年开始，我们通过不断升级未成年保护措施，平均每天对580万个帐号进行登录和支付环节限制，但深感任重道远。为进一步加大保护力度，腾讯将从《王者荣耀》试点，逐步面向全线游戏推出“双减、双打、三提倡”的七条新举措。\n双减：\n1、减时长：将执行比政策要求更严厉的未成年用户在线时长限制，非节假日从1.5小时降低至1小时，节假日从3小时减到2小时。\n2、减充值：未满12周岁未成年人（“小学生”）禁止在游戏内消费。\n双打：\n1、打击身份冒用：针对未成年人冒充成年人游戏的情况，将原来的“零点巡查”升级为“全天巡查”，可疑账户全部重新认证。\n2、打击作弊：积极配合政策，打击用户通过加速器登陆及部分第三方平台买卖成年人帐号的行为。\n三倡议：\n1、倡议全行业进一步强化游戏防沉迷系统，控制未成年人游戏总时长。\n2、倡议深化对游戏适龄评定和实施机制的研究。\n3、倡议全行业讨论全面禁止未满12周岁小学生进入游戏的可行性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320768877,"gmtCreate":1615178694199,"gmtModify":1703485256285,"author":{"id":"3568132395037947","authorId":"3568132395037947","name":"稳稳的不要追高啊","avatar":"https://static.tigerbbs.com/e30f2dbf5b588bea9c81a0d913893fba","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568132395037947","authorIdStr":"3568132395037947"},"themes":[],"htmlText":"跌成狗 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src=\"https://static.tigerbbs.com/56e623d9206d6695927a7ebc2fc3399b\" tg-width=\"1080\" tg-height=\"810\"></p><p>施马伦塞在《撮合者：多边平台的新经济》中，描述过成功的多边平台企业特征：<b>具备平台集群效应，能够对双边伙伴、用户产生价值和吸引力，形成符合定位的平台分工；能够有合理的利润分配机制，保证各方从中有利可图。</b></p><p>当平台多边价值赋能的均衡被打破，平台上的各个角色不再有合理的利润分配机制，则是对商业模式的巨大挑战。</p><p>《人民日报》12月14日刊文写到：“公平竞争是市场经济的核心。只有竞争环境公平，才能实现资源有效配置和企业优胜劣汰。而垄断阻碍公平竞争、扭曲资源配置、损害市场主体和消费者利益、扼杀技术进步。”</p><p>刺破泡沫、节制资本，防止资本无序扩张，如今已经成为了监管定调的议题。</p><p><b>美团该有边界吗？</b></p><p>关于美团的边界问题，讨论颇多。</p><p>美团先是一家团购公司，后来变成了一家卖电影票的公司，然后它又成了一家外卖公司、一家餐饮公司、一家旅行公司，随后它又进入了打车市场、支付市场，现在它又开启了卖菜生意。</p><p>王兴曾经阐述过美团的边界问题：<b>“美团没有边界。太多人关注边界，而不关注核心。”</b>言外之意是，美团始终以用户需求为核心，用户需要什么美团就做什么。</p><p><img src=\"https://static.tigerbbs.com/6110c8c04a39fb41ad5a72017ccf00f0\" tg-width=\"1080\" tg-height=\"764\"></p><p>这是一个听起来颇为万能的公式，一个使用美团订酒店的旅客，还需要买房房车买奶粉，当然也需要买菜喝饮料。</p><p>《财经》杂志记者面对王兴的这一回答，提出了一个精辟的反问：“用户去餐厅需要出行，需要打车。可打车路上用户可能也需要看淘宝，你为什么不做淘宝呢？”</p><p>王兴推崇多元化的亚马逊的成功，但事实是美国那么多优秀的公司，苹果、微软、谷歌、波音、IBM、FB……没有几家是多元化的。</p><p>在市场经济高度发达、各行业都充分竞争的情况下，每个领域的胜者都是专业化非常高的公司。在高水平的竞技环境下，每个运动员决胜的关键其实就是0.01秒的差距。</p><p>IBM当然也可以分出精力做手机，但它既竞争不过苹果，也可能在自己分出十分之一的精力后在主营领域败北。</p><p>梁建章曾撰文对王兴的无边界论进行了反驳：<b>“从大的历史趋势来看，企业的专业化程度越来越高。这是因为随着经济发展，市场规模会变大，社会分工越来越细，每个公司的产品和服务也会更加专业化。同样的逻辑，越是市场大，人口多的国家，产业的分工就会更细。”</b></p><p>事实是在美国这样的大市场，分工很细。电商只做电商，旅游只做旅游，外卖只做外卖。</p><p>专业化更加有利于创新早已成为共识。创新需要专注，大部分的创新都来自于某一个行业的某个初创公司。多元化公司从决策到激励机制大都不利于创新，但是多元化公司往往有更多的财务资源可以通过模仿和投资来扩张业务板块。</p><p>美团外卖是模仿饿了么，点评业务是收购的大众点评，单车是收购的摩拜。最近大力投入的社区团购，更加不是什么创新。</p><p><b>梁建章表示，从社会效应来讲，多元化公司因为不是引领创新，所以对社会的贡献要比专业公司要小。同样也因为不是自主创新，多元化公司的资本回报比较低。</b></p><p>近年来，无论是日本、韩国的多元化财团，还是以前被老板们推崇的什么都做的美国通用，资本回报率远远比不上一些美国的专业化公司，以及诸如zoom这样的创新垂直化公司。</p><p>很多美国公司取得本土市场的成功后，先想到的是全球化，把自己的创新扩展到全球市场。而很多中国公司却首先考虑多元化，去投资或者进入新的业务。</p><p>这本质上可能是在于，很多中国互联网公司的优势不是来自于创新，而是靠资本竞争形成的规模优势，正如社区团购一样。</p><p>所以，《人民日报》的评论一针见血：<b>掌握着海量数据、先进算法的互联网巨头，理应在科技创新上有更多担当、有更多追求、有更多作为。别只惦记着几捆白菜、几斤水果的流量。</b></p><p>王兴曾说：“当我们的市场渗透率超过50%的时候，如果不犯愚蠢的错误，就很难被翻盘。我们希望每个领域都做到第一，至少确保第二。”</p><p>这句话言外之意是：只要美团在市场份额超过50%，即便美团犯了一些“错误”，美团还是那个庞大的，对用户、骑手、商家拥有巨大话语权的美团。</p><p>这让人想到希尔伯特·让·昂热在《龙族》中写过的一句话：<b>“蚂蚁的奋勇，対食蚁兽而言只是一个笑话。”</b></p><p><b>争议中的王兴</b></p><p>在马云惹事之后，大家发现，王兴也是个口无遮拦的人。</p><p>7月8日，王兴吐槽国足12分跑甚至不如清华大学生。7月18日，王兴在饭否上贬低宝马，称：“据说一辆宝马X5里的软件代码有3亿行，一辆特斯拉只要1000万行，真是令人绝望的差距。很类似2008年时塞班和iOS的代码行数差别。”</p><p>8月3日，在TikTok被美国政府宣布封杀后，王兴发布了一条饭否说：“真正的高科技产品不会怕一个国家不向你开放市场，而是一个国家怕你不卖给他，典型例子是英特尔的芯片。”</p><p>关于国足的吐槽，著名足球评论员黄健翔反击王兴：“不懂得职业足球运动员的训练水平，不知道现在学生的身体状况，也不知道足球是一项复合运动。”最后，连清华大学都忙出来进行科普。</p><p>关于Tik Tok的讽刺，则显得不合时宜。高科技是护城河没错，但在大国博弈中，企业的科技护城河显然非常脆弱。华为拥有全球顶尖5G技术，但依旧难以反抗美国的各种压迫。TikTok是一个内容平台，做好短视频内容就是其使命，显然不可能衍生出“芯片”这种高科技。Tik Tok靠着洞察人心的算法，击败了Facebok等一干巨头占领美国市场，优势和护城河最终变成了被美国打压的理由。</p><p>王兴暗讽Tik Tok，遭到了诸多吐槽。有网友反问：“送外卖是高科技吗？”</p><p>2017年4月，在新经济100人CEO峰会上，王兴表示，“ofo连接所有自行车的想法是错的”；2018年3月，王兴在饭否上点评滴滴和Uber合并传闻，称“滴滴好像一贯喜欢这种‘以资本为中心’的玩法”，“美团还是要坚持‘以用户为中心’”。</p><p>进一步深究，会发现以上发言都很有针对性。怼ofo时，王兴已经入股摩拜；怼滴滴时，王兴想自己做打车业务；怼丰田时，王兴重仓了理想汽车。</p><p>说“美团还是要坚持‘以用户为中心’“时，模糊美团边界，向外界传递出美团的估值应该是外卖、酒旅、打车、餐饮、电影票加起来的市场，大概才是王兴最想表达的。</p><p><img src=\"https://static.tigerbbs.com/e069a714402eacd5d3a01b375d13f93c\" tg-width=\"1080\" tg-height=\"720\"></p><p>争议并没有使王兴在饭否上消停。他曾在饭否上表示：<b>“说真话要付出代价，说假话也要。但保持沉默的代价最大，尤其是全体保持沉默。”</b></p><p>自由的表达的固然没错，但表达的目的可能值得讨论。</p><p>亚当斯密《国富论》中总结说：<b>“每个人都不断努力为自己所能支配的资本找到最有利的用途。当然，他所考虑的是自身的利益。”</b></p>","source":"SJ","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>被告“垄断”，美团这次会不会翻车？</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{ 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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被告“垄断”，美团这次会不会翻车？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-30 22:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/My64fPJAnNZndBKOxrpncA><strong>市界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美团被王某一纸诉状告上了“垄断”被告席，并且在热搜上挂了许久。这个冬天，美团还正在冰冷的大街上为卖菜业务焦头烂额时，北京总部又被病毒包围，王某在这时候“落井下石”，显得太不厚道。事情的原委是：原告王某委托北京实景律师事务所，诉讼美团App、美团点评App等，利用其市场支配地位，取消支付宝渠道，使得消费者无法在上述App中通过支付宝进行支付。随后，另一则热搜也很有针对性：淘宝和微信是不是可以相互接入...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/My64fPJAnNZndBKOxrpncA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/337fae570d013ae2e12c40a9b753776d","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"https://mp.weixin.qq.com/s/My64fPJAnNZndBKOxrpncA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111852566","content_text":"美团被王某一纸诉状告上了“垄断”被告席，并且在热搜上挂了许久。这个冬天，美团还正在冰冷的大街上为卖菜业务焦头烂额时，北京总部又被病毒包围，王某在这时候“落井下石”，显得太不厚道。事情的原委是：原告王某委托北京实景律师事务所，诉讼美团App、美团点评App等，利用其市场支配地位，取消支付宝渠道，使得消费者无法在上述App中通过支付宝进行支付。随后，另一则热搜也很有针对性：淘宝和微信是不是可以相互接入？两条热搜下面，网友关于近些年支付和二选一的讨论异常激烈。中国互联网行业繁荣20年，从来没有像今天一样在“垄断与反垄断”问题上引起全民大讨论。强大的互联网资本的大肆扩张，到底是在提升效率，还是扼杀创新和多样化？今年以来，除了美团自身高涨的股价外，骑手、商家、用户，在美团这个多边平台中，不满情绪在肉眼可见地加剧。当监管部门旗帜鲜明地反对“资本的无序扩张”时，美团创始人王兴所推崇的“忘掉边界，关注核心”，看起来亦值得玩味。美团的积怨位怒告美团的“王某”身份暂且不表，在点外卖时没有支付自由便怒而告之，着实是眼里揉不进一点沙子的人。和王某同样愤怒的还有一名ID叫“漂移神父”的，他在12月14日发布文章《我被美团割了韭菜》，表示自己被美团“大数据杀熟”了。“漂移神父”称，自己在同一时间、同一地点，点相同商家的外卖，竟然配送费有4元的差距，原因是一个账号是会员，另一个账号是非会员。这篇文章在朋友圈刷屏，一时间随处可见“美团再见吧”、“反垄断还是有必要约束一下企业”的评论。美团对于此事的回应，给了公关行业在处理危机时一个新启发——甩锅给缓存。美团外卖回应称：“文中提到的配送费差异与会员身份无关，是定位缓存偏差导致。用户实际下单的配送费，会按照真实配送地址准确计算，不受影响。”此回应一出，有网友调侃：继临时工之后，缓存都会自己打工了。“缓存”之说，恐是难以服众。再往前追溯，今年4月份，疫情期间，广东省餐饮服务行业协会控诉美团外卖，向餐饮企业收取的高额外卖佣金，已超过餐饮企业承受极限，要求美团立即取消独家合作限制等其他垄断条款。广东省餐饮服务行业协会的《交涉函》中提出：“美团外卖在广东餐饮外卖的市场份额高达60%-90%，已达到《中华人民共和国反垄断法》规定的市场支配地位。同时，美团涉嫌实施垄断定价，持续大幅提升扣点比例。这种情况下会导致餐饮企业，复工后可能还会亏损。”是否构成垄断，应该由法院裁定，但是美团与商户的矛盾，则是由来已久。随手在互联网上一搜：江苏张女士被要求在美团外卖饿了么上二选一，广东饭馆老板诉美团抽佣过高等消息，比比皆是。除商家和用户外，骑手也在叫苦。一度刷屏的《外卖骑手，困在系统里》一文，就揭示了在算法的精心设计下，外卖骑手受到派送时间不合理、规划路线含逆行、超时高额罚款等多重问题的困扰。施马伦塞在《撮合者：多边平台的新经济》中，描述过成功的多边平台企业特征：具备平台集群效应，能够对双边伙伴、用户产生价值和吸引力，形成符合定位的平台分工；能够有合理的利润分配机制，保证各方从中有利可图。当平台多边价值赋能的均衡被打破，平台上的各个角色不再有合理的利润分配机制，则是对商业模式的巨大挑战。《人民日报》12月14日刊文写到：“公平竞争是市场经济的核心。只有竞争环境公平，才能实现资源有效配置和企业优胜劣汰。而垄断阻碍公平竞争、扭曲资源配置、损害市场主体和消费者利益、扼杀技术进步。”刺破泡沫、节制资本，防止资本无序扩张，如今已经成为了监管定调的议题。美团该有边界吗？关于美团的边界问题，讨论颇多。美团先是一家团购公司，后来变成了一家卖电影票的公司，然后它又成了一家外卖公司、一家餐饮公司、一家旅行公司，随后它又进入了打车市场、支付市场，现在它又开启了卖菜生意。王兴曾经阐述过美团的边界问题：“美团没有边界。太多人关注边界，而不关注核心。”言外之意是，美团始终以用户需求为核心，用户需要什么美团就做什么。这是一个听起来颇为万能的公式，一个使用美团订酒店的旅客，还需要买房房车买奶粉，当然也需要买菜喝饮料。《财经》杂志记者面对王兴的这一回答，提出了一个精辟的反问：“用户去餐厅需要出行，需要打车。可打车路上用户可能也需要看淘宝，你为什么不做淘宝呢？”王兴推崇多元化的亚马逊的成功，但事实是美国那么多优秀的公司，苹果、微软、谷歌、波音、IBM、FB……没有几家是多元化的。在市场经济高度发达、各行业都充分竞争的情况下，每个领域的胜者都是专业化非常高的公司。在高水平的竞技环境下，每个运动员决胜的关键其实就是0.01秒的差距。IBM当然也可以分出精力做手机，但它既竞争不过苹果，也可能在自己分出十分之一的精力后在主营领域败北。梁建章曾撰文对王兴的无边界论进行了反驳：“从大的历史趋势来看，企业的专业化程度越来越高。这是因为随着经济发展，市场规模会变大，社会分工越来越细，每个公司的产品和服务也会更加专业化。同样的逻辑，越是市场大，人口多的国家，产业的分工就会更细。”事实是在美国这样的大市场，分工很细。电商只做电商，旅游只做旅游，外卖只做外卖。专业化更加有利于创新早已成为共识。创新需要专注，大部分的创新都来自于某一个行业的某个初创公司。多元化公司从决策到激励机制大都不利于创新，但是多元化公司往往有更多的财务资源可以通过模仿和投资来扩张业务板块。美团外卖是模仿饿了么，点评业务是收购的大众点评，单车是收购的摩拜。最近大力投入的社区团购，更加不是什么创新。梁建章表示，从社会效应来讲，多元化公司因为不是引领创新，所以对社会的贡献要比专业公司要小。同样也因为不是自主创新，多元化公司的资本回报比较低。近年来，无论是日本、韩国的多元化财团，还是以前被老板们推崇的什么都做的美国通用，资本回报率远远比不上一些美国的专业化公司，以及诸如zoom这样的创新垂直化公司。很多美国公司取得本土市场的成功后，先想到的是全球化，把自己的创新扩展到全球市场。而很多中国公司却首先考虑多元化，去投资或者进入新的业务。这本质上可能是在于，很多中国互联网公司的优势不是来自于创新，而是靠资本竞争形成的规模优势，正如社区团购一样。所以，《人民日报》的评论一针见血：掌握着海量数据、先进算法的互联网巨头，理应在科技创新上有更多担当、有更多追求、有更多作为。别只惦记着几捆白菜、几斤水果的流量。王兴曾说：“当我们的市场渗透率超过50%的时候，如果不犯愚蠢的错误，就很难被翻盘。我们希望每个领域都做到第一，至少确保第二。”这句话言外之意是：只要美团在市场份额超过50%，即便美团犯了一些“错误”，美团还是那个庞大的，对用户、骑手、商家拥有巨大话语权的美团。这让人想到希尔伯特·让·昂热在《龙族》中写过的一句话：“蚂蚁的奋勇，対食蚁兽而言只是一个笑话。”争议中的王兴在马云惹事之后，大家发现，王兴也是个口无遮拦的人。7月8日，王兴吐槽国足12分跑甚至不如清华大学生。7月18日，王兴在饭否上贬低宝马，称：“据说一辆宝马X5里的软件代码有3亿行，一辆特斯拉只要1000万行，真是令人绝望的差距。很类似2008年时塞班和iOS的代码行数差别。”8月3日，在TikTok被美国政府宣布封杀后，王兴发布了一条饭否说：“真正的高科技产品不会怕一个国家不向你开放市场，而是一个国家怕你不卖给他，典型例子是英特尔的芯片。”关于国足的吐槽，著名足球评论员黄健翔反击王兴：“不懂得职业足球运动员的训练水平，不知道现在学生的身体状况，也不知道足球是一项复合运动。”最后，连清华大学都忙出来进行科普。关于Tik Tok的讽刺，则显得不合时宜。高科技是护城河没错，但在大国博弈中，企业的科技护城河显然非常脆弱。华为拥有全球顶尖5G技术，但依旧难以反抗美国的各种压迫。TikTok是一个内容平台，做好短视频内容就是其使命，显然不可能衍生出“芯片”这种高科技。Tik Tok靠着洞察人心的算法，击败了Facebok等一干巨头占领美国市场，优势和护城河最终变成了被美国打压的理由。王兴暗讽Tik Tok，遭到了诸多吐槽。有网友反问：“送外卖是高科技吗？”2017年4月，在新经济100人CEO峰会上，王兴表示，“ofo连接所有自行车的想法是错的”；2018年3月，王兴在饭否上点评滴滴和Uber合并传闻，称“滴滴好像一贯喜欢这种‘以资本为中心’的玩法”，“美团还是要坚持‘以用户为中心’”。进一步深究，会发现以上发言都很有针对性。怼ofo时，王兴已经入股摩拜；怼滴滴时，王兴想自己做打车业务；怼丰田时，王兴重仓了理想汽车。说“美团还是要坚持‘以用户为中心’“时，模糊美团边界，向外界传递出美团的估值应该是外卖、酒旅、打车、餐饮、电影票加起来的市场，大概才是王兴最想表达的。争议并没有使王兴在饭否上消停。他曾在饭否上表示：“说真话要付出代价，说假话也要。但保持沉默的代价最大，尤其是全体保持沉默。”自由的表达的固然没错，但表达的目的可能值得讨论。亚当斯密《国富论》中总结说：“每个人都不断努力为自己所能支配的资本找到最有利的用途。当然，他所考虑的是自身的利益。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333708644,"gmtCreate":1609345827088,"gmtModify":1703738965434,"author":{"id":"3568132395037947","authorId":"3568132395037947","name":"稳稳的不要追高啊","avatar":"https://static.tigerbbs.com/e30f2dbf5b588bea9c81a0d913893fba","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568132395037947","authorIdStr":"3568132395037947"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/00700\">腾讯</a>对此高度重视。尽管从2017年开始，我们通过不断升级未成年保护措施，平均每天对580万个帐号进行登录和支付环节限制，但深感任重道远。为进一步加大保护力度，腾讯将从《王者荣耀》试点，逐步面向全线游戏推出“双减、双打、三提倡”的七条新举措。</p>\n<p>双减：</p>\n<p>1、减时长：将执行比政策要求更严厉的未成年用户在线时长限制，非节假日从1.5小时降低至1小时，节假日从3小时减到2小时。</p>\n<p>2、减充值：未满12周岁未成年人（“小学生”）禁止在游戏内消费。</p>\n<p>双打：</p>\n<p>1、打击身份冒用：针对未成年人冒充成年人游戏的情况，将原来的“零点巡查”升级为“全天巡查”，可疑账户全部重新认证。</p>\n<p>2、打击作弊：积极配合政策，打击用户通过加速器登陆及部分第三方平台买卖成年人帐号的行为。</p>\n<p>三倡议：</p>\n<p>1、倡议全行业进一步强化游戏防沉迷系统，控制未成年人游戏总时长。</p>\n<p>2、倡议深化对游戏适龄评定和实施机制的研究。</p>\n<p>3、倡议全行业讨论全面禁止未满12周岁小学生进入游戏的可行性。<img src=\"https://static.tigerbbs.com/22b887d7aea1bbdecfb0d933de78111f\" tg-width=\"1113\" tg-height=\"1026\" width=\"100%\" height=\"auto\"></p>","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\" 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13:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在刚刚结束的第19届中国国际数码互动娱乐展览会上，有关主管部门对全行业主动开展未成年保护工作、履行社会责任提出了更多希望与要求。</p>\n<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>对此高度重视。尽管从2017年开始，我们通过不断升级未成年保护措施，平均每天对580万个帐号进行登录和支付环节限制，但深感任重道远。为进一步加大保护力度，腾讯将从《王者荣耀》试点，逐步面向全线游戏推出“双减、双打、三提倡”的七条新举措。</p>\n<p>双减：</p>\n<p>1、减时长：将执行比政策要求更严厉的未成年用户在线时长限制，非节假日从1.5小时降低至1小时，节假日从3小时减到2小时。</p>\n<p>2、减充值：未满12周岁未成年人（“小学生”）禁止在游戏内消费。</p>\n<p>双打：</p>\n<p>1、打击身份冒用：针对未成年人冒充成年人游戏的情况，将原来的“零点巡查”升级为“全天巡查”，可疑账户全部重新认证。</p>\n<p>2、打击作弊：积极配合政策，打击用户通过加速器登陆及部分第三方平台买卖成年人帐号的行为。</p>\n<p>三倡议：</p>\n<p>1、倡议全行业进一步强化游戏防沉迷系统，控制未成年人游戏总时长。</p>\n<p>2、倡议深化对游戏适龄评定和实施机制的研究。</p>\n<p>3、倡议全行业讨论全面禁止未满12周岁小学生进入游戏的可行性。<img src=\"https://static.tigerbbs.com/22b887d7aea1bbdecfb0d933de78111f\" tg-width=\"1113\" tg-height=\"1026\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107663036","content_text":"在刚刚结束的第19届中国国际数码互动娱乐展览会上，有关主管部门对全行业主动开展未成年保护工作、履行社会责任提出了更多希望与要求。\n腾讯对此高度重视。尽管从2017年开始，我们通过不断升级未成年保护措施，平均每天对580万个帐号进行登录和支付环节限制，但深感任重道远。为进一步加大保护力度，腾讯将从《王者荣耀》试点，逐步面向全线游戏推出“双减、双打、三提倡”的七条新举措。\n双减：\n1、减时长：将执行比政策要求更严厉的未成年用户在线时长限制，非节假日从1.5小时降低至1小时，节假日从3小时减到2小时。\n2、减充值：未满12周岁未成年人（“小学生”）禁止在游戏内消费。\n双打：\n1、打击身份冒用：针对未成年人冒充成年人游戏的情况，将原来的“零点巡查”升级为“全天巡查”，可疑账户全部重新认证。\n2、打击作弊：积极配合政策，打击用户通过加速器登陆及部分第三方平台买卖成年人帐号的行为。\n三倡议：\n1、倡议全行业进一步强化游戏防沉迷系统，控制未成年人游戏总时长。\n2、倡议深化对游戏适龄评定和实施机制的研究。\n3、倡议全行业讨论全面禁止未满12周岁小学生进入游戏的可行性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368923489,"gmtCreate":1614274746041,"gmtModify":1703475756255,"author":{"id":"3568132395037947","authorId":"3568132395037947","name":"稳稳的不要追高啊","avatar":"https://static.tigerbbs.com/e30f2dbf5b588bea9c81a0d913893fba","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568132395037947","authorIdStr":"3568132395037947"},"themes":[],"htmlText":"<a 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