+关注
一个了不起的故事
暂无个人介绍
IP属地:浙江
21
关注
29
粉丝
1
主题
0
勋章
主贴
热门
一个了不起的故事
09-25 21:58
$波音(BA)$
波音基本面变得这么差,为什么跌不下去?[捂脸]
一个了不起的故事
09-19
$波音(BA)$
月底到130,兄弟们,空起来[财迷]
一个了不起的故事
09-18
$波音(BA)$
不愧是美国工业长子,这么多利空还能稳住
一个了不起的故事
09-16
$波音(BA)$
这么多利空叠加,为何股价不崩?
一个了不起的故事
09-13
$波音(BA)$
持续看空,但是今晚有种神秘力量在托底!
一个了不起的故事
09-09
$波音(BA)$
虽然短暂的罢工危机解除了,但是长期的技术,后期的股东利润(四年加薪25%)都还未解决,长期还是看空。
一个了不起的故事
09-06
$云学堂(YXT)$
这个现在偷偷摸摸在涨,啥意思?
一个了不起的故事
09-06
$亿航智能(EH)$
注意市值管理啊喂!何时回归40!
一个了不起的故事
09-05
$升能集团(02459)$
哎呀,有人沉不住气抢跑,引起恐慌,大股东疯狂收筹码[财迷]
一个了不起的故事
09-05
$升能集团(02459)$
现在大家都成了原始股东,应该都希望股票一直新高吧?但是出现震荡的时候有谁能忍住不抛?
一个了不起的故事
09-04
$亿航智能(EH)$
什么情况,要死[喷血]
一个了不起的故事
09-04
$亿航智能(EH)$
又出了什么问题?开始喋喋不休😵
一个了不起的故事
09-03
$升能集团(02459)$
回顾历史暴跌股:中国天瑞水泥(9月3日复牌),浩森金融科技(探底回升,次日爆涨450%),中旭未来(多次腰斩再反弹),星空华文(中国好声音),乐华娱乐(王一博概念股)只要股票本身基本面没多大问题基本市值会保持在5-10亿左右,升能这次到8毛差不多。
一个了不起的故事
08-29
$英伟达(NVDA)$
股价稳得住全靠500亿美元的回购
一个了不起的故事
08-29
$英伟达(NVDA)$
夜盘都是谁在买?
一个了不起的故事
08-29
$英伟达(NVDA)$
夜盘买的都是哪些人?这么无脑买真的好吗?不怕晚上开盘华尔街机构带头砸吗?
一个了不起的故事
08-29
$英伟达(NVDA)$
少说几句话,老黄!挨打站直,是你先高位套现的,现在我只想你“爹”
一个了不起的故事
08-29
$英伟达(NVDA)$
这种财报在A股,能原地起飞。但是达子能跌!完全不懂华尔街的思维[喷血]
一个了不起的故事
08-29
$英伟达(NVDA)$
超预期了?
一个了不起的故事
08-28
$理想汽车(LI)$
投资投未来,短期利空出尽,晚上起飞,价值重回30
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":4120360017010400,"uuid":"4120360017010400","gmtCreate":1657256934955,"gmtModify":1674700528838,"name":"一个了不起的故事","pinyin":"yglbqdgsyigelebuqidegushi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":29,"headSize":21,"tweetSize":312,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.30","exceedPercentage":"93.21%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.31","exceedPercentage":"93.99%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":353221822497072,"gmtCreate":1727272698090,"gmtModify":1727272700692,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 波音基本面变得这么差,为什么跌不下去?[捂脸] ","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 波音基本面变得这么差,为什么跌不下去?[捂脸] ","text":"$波音(BA)$ 波音基本面变得这么差,为什么跌不下去?[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353221822497072","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351078343745792,"gmtCreate":1726734870562,"gmtModify":1726734871920,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 月底到130,兄弟们,空起来[财迷] ","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 月底到130,兄弟们,空起来[财迷] ","text":"$波音(BA)$ 月底到130,兄弟们,空起来[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/351078343745792","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574245515534434","authorId":"3574245515534434","authorIdStr":"3574245515534434","name":"糖果黛蒂","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574245515534434"},"content":"月底了 你行不行?","text":"月底了 你行不行?","html":"月底了 你行不行?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350788892602640,"gmtCreate":1726667305893,"gmtModify":1726667307367,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 不愧是美国工业长子,这么多利空还能稳住","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 不愧是美国工业长子,这么多利空还能稳住","text":"$波音(BA)$ 不愧是美国工业长子,这么多利空还能稳住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350788892602640","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350087062454472,"gmtCreate":1726498491574,"gmtModify":1726498493001,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 这么多利空叠加,为何股价不崩?","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 这么多利空叠加,为何股价不崩?","text":"$波音(BA)$ 这么多利空叠加,为何股价不崩?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350087062454472","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349032517689472,"gmtCreate":1726242802877,"gmtModify":1726242804447,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 持续看空,但是今晚有种神秘力量在托底!","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 持续看空,但是今晚有种神秘力量在托底!","text":"$波音(BA)$ 持续看空,但是今晚有种神秘力量在托底!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349032517689472","isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347571843174504,"gmtCreate":1725878305166,"gmtModify":1725882463598,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 虽然短暂的罢工危机解除了,但是长期的技术,后期的股东利润(四年加薪25%)都还未解决,长期还是看空。","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 虽然短暂的罢工危机解除了,但是长期的技术,后期的股东利润(四年加薪25%)都还未解决,长期还是看空。","text":"$波音(BA)$ 虽然短暂的罢工危机解除了,但是长期的技术,后期的股东利润(四年加薪25%)都还未解决,长期还是看空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/347571843174504","isVote":1,"tweetType":1,"viewCount":11486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516165326153666","authorId":"3516165326153666","authorIdStr":"3516165326153666","name":"海天飞鸟","avatar":"https://static.tigerbbs.com/11525d1cb6ee5144cf68f0f61953987a","crmLevel":7,"crmLevelSwitch":0,"idStr":"3516165326153666"},"content":"降息了,波音的债务成本会降低","text":"降息了,波音的债务成本会降低","html":"降息了,波音的债务成本会降低"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346540241231984,"gmtCreate":1725633942226,"gmtModify":1725633943757,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YXT\">$云学堂(YXT)$ </a> 这个现在偷偷摸摸在涨,啥意思?","listText":"<a href=\"https://laohu8.com/S/YXT\">$云学堂(YXT)$ </a> 这个现在偷偷摸摸在涨,啥意思?","text":"$云学堂(YXT)$ 这个现在偷偷摸摸在涨,啥意思?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346540241231984","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346484949831992,"gmtCreate":1725620462542,"gmtModify":1725620464226,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$ </a> 注意市值管理啊喂!何时回归40!","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$ </a> 注意市值管理啊喂!何时回归40!","text":"$亿航智能(EH)$ 注意市值管理啊喂!何时回归40!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/346484949831992","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346096426348872,"gmtCreate":1725522989122,"gmtModify":1725880986617,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 哎呀,有人沉不住气抢跑,引起恐慌,大股东疯狂收筹码[财迷] ","listText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 哎呀,有人沉不住气抢跑,引起恐慌,大股东疯狂收筹码[财迷] ","text":"$升能集团(02459)$ 哎呀,有人沉不住气抢跑,引起恐慌,大股东疯狂收筹码[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346096426348872","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346018041844072,"gmtCreate":1725503983565,"gmtModify":1725880986842,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 现在大家都成了原始股东,应该都希望股票一直新高吧?但是出现震荡的时候有谁能忍住不抛?","listText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 现在大家都成了原始股东,应该都希望股票一直新高吧?但是出现震荡的时候有谁能忍住不抛?","text":"$升能集团(02459)$ 现在大家都成了原始股东,应该都希望股票一直新高吧?但是出现震荡的时候有谁能忍住不抛?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/346018041844072","isVote":1,"tweetType":1,"viewCount":2786,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4110759925732950","authorId":"4110759925732950","authorIdStr":"4110759925732950","name":"小明GSD","avatar":"https://static.tigerbbs.com/e07b07563879a7a2b41de92184d4a01d","crmLevel":5,"crmLevelSwitch":0,"idStr":"4110759925732950"},"content":"你看到多少","text":"你看到多少","html":"你看到多少"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345832556110120,"gmtCreate":1725458697542,"gmtModify":1725458698929,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$ </a> 什么情况,要死[喷血] ","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$ </a> 什么情况,要死[喷血] ","text":"$亿航智能(EH)$ 什么情况,要死[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/345832556110120","isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544509774534384","authorId":"3544509774534384","authorIdStr":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3544509774534384"},"content":"小鹏汇天的车,对亿航是核打击","text":"小鹏汇天的车,对亿航是核打击","html":"小鹏汇天的车,对亿航是核打击"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345608043978856,"gmtCreate":1725405794955,"gmtModify":1725405796266,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 又出了什么问题?开始喋喋不休😵","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 又出了什么问题?开始喋喋不休😵","text":"$亿航智能(EH)$ 又出了什么问题?开始喋喋不休😵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345608043978856","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345345343488136,"gmtCreate":1725339555775,"gmtModify":1725339557974,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 回顾历史暴跌股:中国天瑞水泥(9月3日复牌),浩森金融科技(探底回升,次日爆涨450%),中旭未来(多次腰斩再反弹),星空华文(中国好声音),乐华娱乐(王一博概念股)只要股票本身基本面没多大问题基本市值会保持在5-10亿左右,升能这次到8毛差不多。","listText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 回顾历史暴跌股:中国天瑞水泥(9月3日复牌),浩森金融科技(探底回升,次日爆涨450%),中旭未来(多次腰斩再反弹),星空华文(中国好声音),乐华娱乐(王一博概念股)只要股票本身基本面没多大问题基本市值会保持在5-10亿左右,升能这次到8毛差不多。","text":"$升能集团(02459)$ 回顾历史暴跌股:中国天瑞水泥(9月3日复牌),浩森金融科技(探底回升,次日爆涨450%),中旭未来(多次腰斩再反弹),星空华文(中国好声音),乐华娱乐(王一博概念股)只要股票本身基本面没多大问题基本市值会保持在5-10亿左右,升能这次到8毛差不多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345345343488136","isVote":1,"tweetType":1,"viewCount":3220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343698876862664,"gmtCreate":1724939968047,"gmtModify":1724939969620,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 股价稳得住全靠500亿美元的回购","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 股价稳得住全靠500亿美元的回购","text":"$英伟达(NVDA)$ 股价稳得住全靠500亿美元的回购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343698876862664","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343605789139232,"gmtCreate":1724917383576,"gmtModify":1724917387648,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 夜盘都是谁在买?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 夜盘都是谁在买?","text":"$英伟达(NVDA)$ 夜盘都是谁在买?","images":[{"img":"https://static.tigerbbs.com/d91982309710d6b4af02b804ab95aa75","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343605789139232","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343550662709432,"gmtCreate":1724903782726,"gmtModify":1724905348019,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 夜盘买的都是哪些人?这么无脑买真的好吗?不怕晚上开盘华尔街机构带头砸吗?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 夜盘买的都是哪些人?这么无脑买真的好吗?不怕晚上开盘华尔街机构带头砸吗?","text":"$英伟达(NVDA)$ 夜盘买的都是哪些人?这么无脑买真的好吗?不怕晚上开盘华尔街机构带头砸吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343550662709432","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492552337823753","authorId":"3492552337823753","authorIdStr":"3492552337823753","name":"柳琰彬","avatar":"https://static.tigerbbs.com/1cb7eb28e9da3013fcdefdd35e257e35","crmLevel":7,"crmLevelSwitch":0,"idStr":"3492552337823753"},"content":"夜盘我猜测也在墙街的控筹范围","text":"夜盘我猜测也在墙街的控筹范围","html":"夜盘我猜测也在墙街的控筹范围"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343544050860096,"gmtCreate":1724902167257,"gmtModify":1724902168664,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 少说几句话,老黄!挨打站直,是你先高位套现的,现在我只想你“爹”","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 少说几句话,老黄!挨打站直,是你先高位套现的,现在我只想你“爹”","text":"$英伟达(NVDA)$ 少说几句话,老黄!挨打站直,是你先高位套现的,现在我只想你“爹”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343544050860096","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343442747580688,"gmtCreate":1724877519079,"gmtModify":1724877520903,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这种财报在A股,能原地起飞。但是达子能跌!完全不懂华尔街的思维[喷血] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这种财报在A股,能原地起飞。但是达子能跌!完全不懂华尔街的思维[喷血] ","text":"$英伟达(NVDA)$ 这种财报在A股,能原地起飞。但是达子能跌!完全不懂华尔街的思维[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/343442747580688","isVote":1,"tweetType":1,"viewCount":3836,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"idStr":"4120360017010400"},"content":"昨晚尾盘买的put,才一手,打个奖用的。 希望明天开盘后大跌10%以上,回口血🩸","text":"昨晚尾盘买的put,才一手,打个奖用的。 希望明天开盘后大跌10%以上,回口血🩸","html":"昨晚尾盘买的put,才一手,打个奖用的。 希望明天开盘后大跌10%以上,回口血🩸"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343440565981488,"gmtCreate":1724877059344,"gmtModify":1724877060574,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 超预期了?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 超预期了?","text":"$英伟达(NVDA)$ 超预期了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343440565981488","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343283129344272,"gmtCreate":1724838549783,"gmtModify":1724840186273,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"1\"></v-v> 投资投未来,短期利空出尽,晚上起飞,价值重回30","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"1\"></v-v> 投资投未来,短期利空出尽,晚上起飞,价值重回30","text":"$理想汽车(LI)$ 投资投未来,短期利空出尽,晚上起飞,价值重回30","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343283129344272","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":351078343745792,"gmtCreate":1726734870562,"gmtModify":1726734871920,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 月底到130,兄弟们,空起来[财迷] ","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a> 月底到130,兄弟们,空起来[财迷] ","text":"$波音(BA)$ 月底到130,兄弟们,空起来[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/351078343745792","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574245515534434","authorId":"3574245515534434","authorIdStr":"3574245515534434","name":"糖果黛蒂","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574245515534434"},"content":"月底了 你行不行?","text":"月底了 你行不行?","html":"月底了 你行不行?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300398189564176,"gmtCreate":1714358800468,"gmtModify":1714358805938,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01519\">$极兔速递-W(01519)$</a> 卖亏了","listText":"<a href=\"https://laohu8.com/S/01519\">$极兔速递-W(01519)$</a> 卖亏了","text":"$极兔速递-W(01519)$ 卖亏了","images":[{"img":"https://static.tigerbbs.com/7467e61d0109d8291a0b05eab0405000","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/300398189564176","isVote":1,"tweetType":1,"viewCount":2730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118228144287610","authorId":"4118228144287610","authorIdStr":"4118228144287610","name":"老胡爱炒股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4118228144287610"},"content":"亏大发了,现在快9了","text":"亏大发了,现在快9了","html":"亏大发了,现在快9了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":271180368461920,"gmtCreate":1707243974293,"gmtModify":1707243975327,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UCAR\">$优品车(UCAR)$</a> 又不知道埋了多少人,这跟贾跃亭的法拉第有啥区别。","listText":"<a href=\"https://laohu8.com/S/UCAR\">$优品车(UCAR)$</a> 又不知道埋了多少人,这跟贾跃亭的法拉第有啥区别。","text":"$优品车(UCAR)$ 又不知道埋了多少人,这跟贾跃亭的法拉第有啥区别。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/271180368461920","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102152599541010","authorId":"4102152599541010","authorIdStr":"4102152599541010","name":"spring2023","avatar":"https://static.tigerbbs.com/0815cadaa153accffa208cf2d8ca9b53","crmLevel":4,"crmLevelSwitch":0,"idStr":"4102152599541010"},"content":"这个行业概念好,烧钱都是天文数字,一不小心就成了资本的无底黑洞,投资了也是股民的噩梦","text":"这个行业概念好,烧钱都是天文数字,一不小心就成了资本的无底黑洞,投资了也是股民的噩梦","html":"这个行业概念好,烧钱都是天文数字,一不小心就成了资本的无底黑洞,投资了也是股民的噩梦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259552415342864,"gmtCreate":1704377346487,"gmtModify":1704377347662,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FSR\">$菲斯克(FSR)$ </a>有谁买了这只股票?一起交流一下吧,一个人好难熬[笑哭] ","listText":"<a href=\"https://laohu8.com/S/FSR\">$菲斯克(FSR)$ </a>有谁买了这只股票?一起交流一下吧,一个人好难熬[笑哭] ","text":"$菲斯克(FSR)$ 有谁买了这只股票?一起交流一下吧,一个人好难熬[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/259552415342864","isVote":1,"tweetType":1,"viewCount":5182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560986736637073","authorId":"3560986736637073","authorIdStr":"3560986736637073","name":"蜕变3326","avatar":"https://static.tigerbbs.com/80e1c7c1534c157d5f2b2aeabbd2d70d","crmLevel":3,"crmLevelSwitch":0,"idStr":"3560986736637073"},"content":"我是做空,这只股票没救了","text":"我是做空,这只股票没救了","html":"我是做空,这只股票没救了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196773984133256,"gmtCreate":1689075444721,"gmtModify":1689075549728,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$ </a>这个票子还有没有家人在?特么的一直没量,是不是被市场抛弃了🥹","listText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$ </a>这个票子还有没有家人在?特么的一直没量,是不是被市场抛弃了🥹","text":"$尚乘数科(HKD)$ 这个票子还有没有家人在?特么的一直没量,是不是被市场抛弃了🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/196773984133256","isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474371758107152","authorId":"3474371758107152","authorIdStr":"3474371758107152","name":"Justin_08","avatar":"https://static.tigerbbs.com/5a21ccdf1037446d6da5ea5b9c038705","crmLevel":2,"crmLevelSwitch":0,"idStr":"3474371758107152"},"content":"[捂脸]家人们都被狗庄玩死了所以只剩下死人……","text":"[捂脸]家人们都被狗庄玩死了所以只剩下死人……","html":"[捂脸]家人们都被狗庄玩死了所以只剩下死人……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347571843174504,"gmtCreate":1725878305166,"gmtModify":1725882463598,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 虽然短暂的罢工危机解除了,但是长期的技术,后期的股东利润(四年加薪25%)都还未解决,长期还是看空。","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$ </a><v-v data-views=\"0\"></v-v> 虽然短暂的罢工危机解除了,但是长期的技术,后期的股东利润(四年加薪25%)都还未解决,长期还是看空。","text":"$波音(BA)$ 虽然短暂的罢工危机解除了,但是长期的技术,后期的股东利润(四年加薪25%)都还未解决,长期还是看空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/347571843174504","isVote":1,"tweetType":1,"viewCount":11486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516165326153666","authorId":"3516165326153666","authorIdStr":"3516165326153666","name":"海天飞鸟","avatar":"https://static.tigerbbs.com/11525d1cb6ee5144cf68f0f61953987a","crmLevel":7,"crmLevelSwitch":0,"idStr":"3516165326153666"},"content":"降息了,波音的债务成本会降低","text":"降息了,波音的债务成本会降低","html":"降息了,波音的债务成本会降低"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184001305841816,"gmtCreate":1685941853620,"gmtModify":1685941856418,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"啥时候重新上市[生气] ","listText":"啥时候重新上市[生气] ","text":"啥时候重新上市[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/184001305841816","repostId":"2341018319","repostType":2,"repost":{"id":"2341018319","pubTimestamp":1685934201,"share":"https://www.laohu8.com/m/news/2341018319?lang=&edition=full","pubTime":"2023-06-05 11:03","market":"hk","language":"zh","title":"瑞幸门店达万家 郭谨一:我们用三年时间打了场漂亮翻身仗","url":"https://stock-news.laohu8.com/highlight/detail?id=2341018319","media":"雷递网","summary":"瑞幸咖啡今日宣布在中国的门店达到1万家,成为全国首个达成万店规模的连锁咖啡品牌。","content":"<html><body><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-qvj2lq49k0/f420a4a6f4ab44999a8e97b2a0804c9a~noop.image?_iz=58558&from=article.pc_detail&x-expires=1686538884&x-signature=nKVC2Kny2AxQLgLydOyt7fKPAwk%3D\" web_uri=\"tos-cn-i-qvj2lq49k0/f420a4a6f4ab44999a8e97b2a0804c9a\"/></p><p><span>雷递网 乐天 6月5日</span></p><p>瑞幸咖啡今日宣布在中国的门店达到1万家,成为全国首个达成万店规模的连锁咖啡品牌。</p><p>瑞幸咖啡董事长兼CEO郭谨一说,从财务暴雷的生死边缘到出海新加坡、第一万家门店落地,新瑞幸用三年时间打了一场漂亮的翻身仗。过去三年,是生椰拿铁、生酪拿铁、碧螺知春拿铁等瑞幸爆款饮品闯入消费者生活的三年,也是瑞幸咖啡新一任管理层带领公司脱胎换骨、涅槃重生的三年。</p><p>“从至暗时刻到革新鼎新、全面新生、瑞幸取得的成绩离不开5万名合作伙伴的辛苦付出。”郭谨一说,风雨同路的日子,每一份努力和坚守都值得铭记,今日的辉煌与成就,都将化成明天继续努力向前的动力。</p><p>郭谨一还表示,“万店”是瑞幸的里程碑,也是新起点,要全力以赴把瑞幸咖啡打造成一个基业长青的百年品牌,努力实现公司业绩的长期、健康、高速可持续发展。</p><p>财报显示,截至2023年3月31日,瑞幸咖啡第一季度总净收入为44.367亿元,较上年同期的24亿元增长84.5%。</p><p>瑞幸咖啡2023年第一季度净利为5.65亿元,上年同期的净利为1980万元;Non-GAAP下净利为6.17亿元,Non-GAAP下净利率为13.9%。</p><p><img image_type=\"1\" img_=\"\" mime_type=\"image/jpeg\" src=\"https://p3-sign.toutiaoimg.com/tos-cn-i-qvj2lq49k0/dacc5a77199d4afdb4d1952425dc1813~noop.image?_iz=58558&from=article.pc_detail&x-expires=1686538884&x-signature=DejRJrbxqbcLsEphW22CZV%2BB3MA%3D\" web_uri=\"tos-cn-i-qvj2lq49k0/dacc5a77199d4afdb4d1952425dc1813\"/></p><p>截至2023年3月31日,瑞幸咖啡持有的现金、现金等价物、受限制现金、短期投资为43.86亿元(约6.39亿美元)。</p><p><span><span>———————————————</span></span></p><p><span><span>雷递由媒体人雷建平创办,若转载请写明来源。</span></span></p></body></html>","source":"leinews_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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞幸门店达万家 郭谨一:我们用三年时间打了场漂亮翻身仗</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; }\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瑞幸门店达万家 郭谨一:我们用三年时间打了场漂亮翻身仗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-05 11:03 北京时间 <a href=https://www.leinews.com/Common/YiAPP.ashx?YiAPP_Method=uNews.PC_GetNewsInfo&YiAPP_Action=YiAPP.APP.SHOP&YiAPP_SIKW=true><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 6月5日瑞幸咖啡今日宣布在中国的门店达到1万家,成为全国首个达成万店规模的连锁咖啡品牌。瑞幸咖啡董事长兼CEO郭谨一说,从财务暴雷的生死边缘到出海新加坡、第一万家门店落地,新瑞幸用三年时间打了一场漂亮的翻身仗。过去三年,是生椰拿铁、生酪拿铁、碧螺知春拿铁等瑞幸爆款饮品闯入消费者生活的三年,也是瑞幸咖啡新一任管理层带领公司脱胎换骨、涅槃重生的三年。“从至暗时刻到革新鼎新、全面新生、瑞幸...</p>\n\n<a href=\"https://www.leinews.com/Common/YiAPP.ashx?YiAPP_Method=uNews.PC_GetNewsInfo&YiAPP_Action=YiAPP.APP.SHOP&YiAPP_SIKW=true\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20230605/6382155979500038206517831.jpg","relate_stocks":{"LKNCY":"瑞幸咖啡","BK4209":"餐馆"},"source_url":"https://www.leinews.com/Common/YiAPP.ashx?YiAPP_Method=uNews.PC_GetNewsInfo&YiAPP_Action=YiAPP.APP.SHOP&YiAPP_SIKW=true","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341018319","content_text":"雷递网 乐天 6月5日瑞幸咖啡今日宣布在中国的门店达到1万家,成为全国首个达成万店规模的连锁咖啡品牌。瑞幸咖啡董事长兼CEO郭谨一说,从财务暴雷的生死边缘到出海新加坡、第一万家门店落地,新瑞幸用三年时间打了一场漂亮的翻身仗。过去三年,是生椰拿铁、生酪拿铁、碧螺知春拿铁等瑞幸爆款饮品闯入消费者生活的三年,也是瑞幸咖啡新一任管理层带领公司脱胎换骨、涅槃重生的三年。“从至暗时刻到革新鼎新、全面新生、瑞幸取得的成绩离不开5万名合作伙伴的辛苦付出。”郭谨一说,风雨同路的日子,每一份努力和坚守都值得铭记,今日的辉煌与成就,都将化成明天继续努力向前的动力。郭谨一还表示,“万店”是瑞幸的里程碑,也是新起点,要全力以赴把瑞幸咖啡打造成一个基业长青的百年品牌,努力实现公司业绩的长期、健康、高速可持续发展。财报显示,截至2023年3月31日,瑞幸咖啡第一季度总净收入为44.367亿元,较上年同期的24亿元增长84.5%。瑞幸咖啡2023年第一季度净利为5.65亿元,上年同期的净利为1980万元;Non-GAAP下净利为6.17亿元,Non-GAAP下净利率为13.9%。截至2023年3月31日,瑞幸咖啡持有的现金、现金等价物、受限制现金、短期投资为43.86亿元(约6.39亿美元)。———————————————雷递由媒体人雷建平创办,若转载请写明来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4147402019253410","authorId":"4147402019253410","authorIdStr":"4147402019253410","name":"毕竟欧神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4147402019253410"},"content":"就算利润再好,不诚信的管理层不值得投资。","text":"就算利润再好,不诚信的管理层不值得投资。","html":"就算利润再好,不诚信的管理层不值得投资。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293503674150960,"gmtCreate":1712675820235,"gmtModify":1712675821384,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$SNDL Inc.(SNDL)$</a> 有个大佬卖了20万股,兄弟们,抄底!","listText":"<a href=\"https://laohu8.com/S/SNDL\">$SNDL Inc.(SNDL)$</a> 有个大佬卖了20万股,兄弟们,抄底!","text":"$SNDL Inc.(SNDL)$ 有个大佬卖了20万股,兄弟们,抄底!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/293503674150960","isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4170648728014932","authorId":"4170648728014932","authorIdStr":"4170648728014932","name":"CallumChan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4170648728014932"},"content":"现在补仓可以,这只股看的到有潜力","text":"现在补仓可以,这只股看的到有潜力","html":"现在补仓可以,这只股看的到有潜力"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237503610695848,"gmtCreate":1699017125142,"gmtModify":1699017185768,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a><v-v data-views=\"1\"></v-v>独特的中视频赛道+占据全国年轻且数量最庞大的用户+热门游戏,撞上了资本风口。然而却出现了变现困难,长期亏损让资本失去耐心,导致股价就一直跌。 如果后续扭亏为盈,股价则将会出现反转,本次与京东、天猫、拼多多深度捆绑双11则会为B站的广告收入带来非常大的增量,期待11月中旬的三季度财报和后市行情。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a><v-v data-views=\"1\"></v-v>独特的中视频赛道+占据全国年轻且数量最庞大的用户+热门游戏,撞上了资本风口。然而却出现了变现困难,长期亏损让资本失去耐心,导致股价就一直跌。 如果后续扭亏为盈,股价则将会出现反转,本次与京东、天猫、拼多多深度捆绑双11则会为B站的广告收入带来非常大的增量,期待11月中旬的三季度财报和后市行情。","text":"$哔哩哔哩(BILI)$ 独特的中视频赛道+占据全国年轻且数量最庞大的用户+热门游戏,撞上了资本风口。然而却出现了变现困难,长期亏损让资本失去耐心,导致股价就一直跌。 如果后续扭亏为盈,股价则将会出现反转,本次与京东、天猫、拼多多深度捆绑双11则会为B站的广告收入带来非常大的增量,期待11月中旬的三季度财报和后市行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/237503610695848","isVote":1,"tweetType":1,"viewCount":4084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274732372511","authorId":"3479274732372511","authorIdStr":"3479274732372511","name":"黄老怪","avatar":"https://static.tigerbbs.com/8d01265730fbb9a0b9e195d51c4c1680","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274732372511"},"content":"$哔哩哔哩(BILI)日线已经走出了右侧交易的趋势","text":"$哔哩哔哩(BILI)日线已经走出了右侧交易的趋势","html":"$哔哩哔哩(BILI)日线已经走出了右侧交易的趋势"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229136128352408,"gmtCreate":1696980565976,"gmtModify":1696980567059,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>5个工作日内借利好暴力拉升!","listText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>5个工作日内借利好暴力拉升!","text":"$车车科技(CCG)$ 5个工作日内借利好暴力拉升!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/229136128352408","isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530170648717001","authorId":"3530170648717001","authorIdStr":"3530170648717001","name":"香橼果","avatar":"https://static.tigerbbs.com/97f8262f696a9f958d11f54a0ecfdaa5","crmLevel":1,"crmLevelSwitch":0,"idStr":"3530170648717001"},"content":"拉升个屁,一个卖保险的挂着科技的噱头有啥造血功能,啥也不是,割你韭菜!","text":"拉升个屁,一个卖保险的挂着科技的噱头有啥造血功能,啥也不是,割你韭菜!","html":"拉升个屁,一个卖保险的挂着科技的噱头有啥造血功能,啥也不是,割你韭菜!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202118959567112,"gmtCreate":1690383533704,"gmtModify":1690384121883,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>卧槽卧槽,补到没子弹[喷血] ","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>卧槽卧槽,补到没子弹[喷血] ","text":"$瑞幸咖啡(LKNCY)$ 卧槽卧槽,补到没子弹[喷血]","images":[{"img":"https://static.tigerbbs.com/95dc0ffeb6450f897ae4ea169b82577e","width":"1170","height":"2361"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/202118959567112","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540186742714931","authorId":"3540186742714931","authorIdStr":"3540186742714931","name":"云南王志成","avatar":"https://static.tigerbbs.com/6a4b241bc999fb2d33210735a5e581cc","crmLevel":5,"crmLevelSwitch":1,"idStr":"3540186742714931"},"content":"胆子大一点,我看到1000亿人民币的市值","text":"胆子大一点,我看到1000亿人民币的市值","html":"胆子大一点,我看到1000亿人民币的市值"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":284258573688840,"gmtCreate":1710429869411,"gmtModify":1710429873155,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 还得是相信自己的判断,深套8个月,对破站尿性有点了解了。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 还得是相信自己的判断,深套8个月,对破站尿性有点了解了。","text":"$哔哩哔哩(BILI)$ 还得是相信自己的判断,深套8个月,对破站尿性有点了解了。","images":[{"img":"https://static.tigerbbs.com/68ac57b756985b36ec7e14d711fa201d","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/284258573688840","isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562697582386387","authorId":"3562697582386387","authorIdStr":"3562697582386387","name":"To The Moon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"idStr":"3562697582386387"},"content":"不怕 长期到15没问题","text":"不怕 长期到15没问题","html":"不怕 长期到15没问题"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":320687279788184,"gmtCreate":1719328583516,"gmtModify":1719328584941,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 当时是什么原因涨到129的?有哪位家人知道","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 当时是什么原因涨到129的?有哪位家人知道","text":"$亿航智能(EH)$ 当时是什么原因涨到129的?有哪位家人知道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/320687279788184","isVote":1,"tweetType":1,"viewCount":1768,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"idStr":"4120360017010400"},"content":"不知道这辈子还能不能在上100","text":"不知道这辈子还能不能在上100","html":"不知道这辈子还能不能在上100"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204267976147208,"gmtCreate":1690901540386,"gmtModify":1690901541506,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>我全出完了兄弟们!你们慢慢玩儿,等他25以下我在接[贱笑] ","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>我全出完了兄弟们!你们慢慢玩儿,等他25以下我在接[贱笑] ","text":"$瑞幸咖啡(LKNCY)$ 我全出完了兄弟们!你们慢慢玩儿,等他25以下我在接[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/204267976147208","isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273257177751592,"gmtCreate":1707750943260,"gmtModify":1707752720415,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a> 他丫的,什么时候才能涨?","listText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a> 他丫的,什么时候才能涨?","text":"$尚乘数科(HKD)$ 他丫的,什么时候才能涨?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/273257177751592","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476405047536270","authorId":"3476405047536270","authorIdStr":"3476405047536270","name":"股心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3476405047536270"},"content":"永远不可能涨,已经变成底盘僵尸股","text":"永远不可能涨,已经变成底盘僵尸股","html":"永远不可能涨,已经变成底盘僵尸股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329196329832656,"gmtCreate":1721401161919,"gmtModify":1721401163601,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 这是什么情况?今天大跌看不懂,亏死[喷血] ","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 这是什么情况?今天大跌看不懂,亏死[喷血] ","text":"$亿航智能(EH)$ 这是什么情况?今天大跌看不懂,亏死[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/329196329832656","isVote":1,"tweetType":1,"viewCount":3269,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544509774534384","authorId":"3544509774534384","authorIdStr":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3544509774534384"},"content":"往回看这个股的走势,你会发现它常有一日崩盘的时候,所以不必在意,你要觉得它未来可期,就别怕,它的行业没有问题,它有可能走成比亚迪,也有可能走成贾跃亭,这就不好说了","text":"往回看这个股的走势,你会发现它常有一日崩盘的时候,所以不必在意,你要觉得它未来可期,就别怕,它的行业没有问题,它有可能走成比亚迪,也有可能走成贾跃亭,这就不好说了","html":"往回看这个股的走势,你会发现它常有一日崩盘的时候,所以不必在意,你要觉得它未来可期,就别怕,它的行业没有问题,它有可能走成比亚迪,也有可能走成贾跃亭,这就不好说了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289061072023744,"gmtCreate":1711595994351,"gmtModify":1711595995558,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01942\">$马可数字科技(01942)$</a> 为何马可这么多人买卖? 每天的量能都好大","listText":"<a href=\"https://laohu8.com/S/01942\">$马可数字科技(01942)$</a> 为何马可这么多人买卖? 每天的量能都好大","text":"$马可数字科技(01942)$ 为何马可这么多人买卖? 每天的量能都好大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/289061072023744","isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578788342452677","authorId":"3578788342452677","authorIdStr":"3578788342452677","name":"阿浩在香港","avatar":"https://static.tigerbbs.com/a31462933919936584ecb39278330851","crmLevel":1,"crmLevelSwitch":0,"idStr":"3578788342452677"},"content":"这股很活跃?为什么?","text":"这股很活跃?为什么?","html":"这股很活跃?为什么?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281370737856816,"gmtCreate":1709722417262,"gmtModify":1709722418403,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DADA\">$达达集团(DADA)$</a> 管理层没参与就不用承担责任了?投资人的损失谁来承担?","listText":"<a href=\"https://laohu8.com/S/DADA\">$达达集团(DADA)$</a> 管理层没参与就不用承担责任了?投资人的损失谁来承担?","text":"$达达集团(DADA)$ 管理层没参与就不用承担责任了?投资人的损失谁来承担?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/281370737856816","isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458269085914905","authorId":"3458269085914905","authorIdStr":"3458269085914905","name":"redhu","avatar":"https://static.tigerbbs.com/adb180db8f9d3ca679e8ab39c89f5324","crmLevel":8,"crmLevelSwitch":0,"idStr":"3458269085914905"},"content":"股价涨到3块3以上就算了。","text":"股价涨到3块3以上就算了。","html":"股价涨到3块3以上就算了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204582926557432,"gmtCreate":1690978340222,"gmtModify":1690978342508,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"有没有可能库迪和瑞幸打架,把星巴克弄死了。就像百事可乐Vs可口可乐,麦当劳Vs肯德基,王老吉Vs加多宝[开心] ","listText":"有没有可能库迪和瑞幸打架,把星巴克弄死了。就像百事可乐Vs可口可乐,麦当劳Vs肯德基,王老吉Vs加多宝[开心] ","text":"有没有可能库迪和瑞幸打架,把星巴克弄死了。就像百事可乐Vs可口可乐,麦当劳Vs肯德基,王老吉Vs加多宝[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/204582926557432","repostId":"1172647741","repostType":2,"repost":{"id":"1172647741","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1690958523,"share":"https://www.laohu8.com/m/news/1172647741?lang=&edition=full","pubTime":"2023-08-02 14:42","market":"us","language":"zh","title":"与库迪的价格战,让瑞幸又赢一把","url":"https://stock-news.laohu8.com/highlight/detail?id=1172647741","media":"华尔街见闻","summary":"今年上半年,咖啡市场上最精彩的一仗,莫过于瑞幸与其前创始人陆正耀创立的“库迪咖啡”之间的价格战。与之前市场普遍担心价格战侵蚀业绩不同,瑞幸在昨晚交出了一份炸裂的二季度业绩报告。6月份,瑞幸付费用户数突破5000万,创下新高。为了吸纳库迪、幸运咖的现有用户,瑞幸今年还做了一件事。与此同时,超低价格让库迪的加盟商利润微乎其微,回本无期,加盟意愿下降。","content":"<html><head></head><body><blockquote>预期反转,瑞幸交出炸裂业绩。</blockquote><p style=\"text-align: justify;\"><strong>今年上半年,咖啡市场上最精彩的一仗,莫过于瑞幸与其前创始人陆正耀创立的“库迪咖啡”之间的价格战。</strong></p><p style=\"text-align: justify;\">年初,库迪推出全产品9.9元促销活动。还没过多久,一到5月,又以“夏日降价”为名,再次启动9.9元大促销。</p><p style=\"text-align: justify;\">在竞争激烈的咖啡市场上,别人在降价,你不降价,就随时面临市场份额被抢夺的风险。</p><p style=\"text-align: justify;\">当库迪可以提供9.9元的生椰拿铁,消费者又为何一定要执着于15元的瑞幸生椰拿铁?</p><p style=\"text-align: justify;\">面对竞争对手的频频降价,瑞幸终于也抵不住压力,在5月推出了每周可领一次的9.9元优惠券。</p><p style=\"text-align: justify;\">这场你来我往的价格战持续引发市场关注。</p><p style=\"text-align: justify;\">降价无疑能吸引更多消费者,但价格的持续掏底,也令人担忧盈利能力,9.9元甚至1元的咖啡,还能赚多少钱呢?</p><p style=\"text-align: justify;\"><strong>与之前市场普遍担心价格战侵蚀业绩不同,瑞幸在昨晚交出了一份炸裂的二季度业绩报告。</strong></p><blockquote>Q2营收62.014亿元,yoy+88.0%;其中自营门店收入44.953亿元,yoy+85.2%,加盟店业务收入14.858亿元,yoy+91.1%。</blockquote><blockquote>GAAP经营利润率18.9%;Non-GAAP经营利润率19.9%;GAAP净利润9.987亿元,对应净利率16.1%,达历史新高;</blockquote><blockquote>Non-GAAP净利润10.622亿元,对应净利率17.1%,成为公司最好单季度利润表现。</blockquote><p style=\"text-align: justify;\"><strong>本期财报亮点:</strong></p><ul><li><p><strong>“价格战”下交出最强业绩</strong>,9.9元优惠券对交易量带动强劲,付费用户数创新高。</p></li><li><p><strong>低价丝毫不影响盈利能力</strong>,10.622亿元的净利润创下<strong>公司最好的单季度利润表现,大超市场预期。</strong></p></li><li><p><strong>门店数量提前破万,强大规模效应带来成本管控能力开始显现,成后进者无法逾越的高墙。</strong></p></li></ul><p><strong>在“价格战”下交出最强业绩</strong></p><p style=\"text-align: justify;\"><strong><u>尽管一提到“价格战”,大家的第一反应是“激烈博弈、互相降价、利润减少”,但它确实也给瑞幸带来了“好处”,最肉眼可见的就是,被低价吸引,买瑞幸咖啡的人明显增多了。</u></strong></p><p style=\"text-align: justify;\">自5月开始,瑞幸推出一周可领一次的9.9元优惠券以来,首周就售出3900万杯,首月会员数突破5000万。6月份,瑞幸付费用户数突破5000万,创下新高。整个二季度<strong>平均付费用户达4310万,同比大增107.9%。</strong></p><p style=\"text-align: justify;\">这组无疑揭露出<strong>降价对交易量的强劲带动作用。</strong>与之产生鲜明对比的是,<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>去年在激烈竞争中交易量下滑20%后,为挽回市场,派发更多代金券进行变相降价,结果客单价继续下滑的同时,交易量也仅仅增加了4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b387ae4eccbb9666cbc07adba010532\" tg-width=\"640\" tg-height=\"344\"/></p><p style=\"text-align: justify;\">主要的原因就在,瑞幸定位大众化,星巴克定位高端,本身消费者对两者价格变化的敏感度就不同。</p><p style=\"text-align: justify;\">同时两者在降价范围和深度上也有差异,瑞幸将全部产品降至9.9元,星巴克仅对部分产品优惠,且幅度较小,像近期的夏日活动两杯37元,单杯都相当于瑞幸降价前的价格了。</p><p style=\"text-align: justify;\">更为关键的是,两者在中国的品牌影响力已截然不同。2018年,星巴克市占率45%,瑞幸仅2%。但从2022年上半年,两者已基本持平,充分证明<strong>瑞幸咖啡在中国的飞速成长,也正因如此,瑞幸才能在保证产品力的前提下,通过降价成功打开市场,拉动更多用户。</strong></p><p style=\"text-align: justify;\"><strong><u>此前让市场担心的客单价下降,会影响盈利能力的情况,也完全没有发生。</u></strong></p><p style=\"text-align: justify;\">财报中披露,近10亿的<strong>净利润创下了瑞幸单季最佳表现,利润率也环比提升了6个百分点。</strong>从门店经营数据来看,同店销售额增长率达20.8%,门店利润率达29.1%,均已回归到2022年三季度的水平。</p><p style=\"text-align: justify;\">见智研究认为可以从两个方面去分析:</p><p style=\"text-align: justify;\">一方面,每周一次的<strong>9.9元优惠对利润率的负面影响有限</strong>,因为它能帮助瑞幸吸引新用户,培养用户购买习惯,提高复购率。</p><p style=\"text-align: justify;\"><strong>即使客单价有所下降,但门店杯量提升带来的营收增长,能抵消一部分客单价下滑的影响,同时净利润也随着收入规模的扩大而水涨船高。</strong></p><p style=\"text-align: justify;\">接下来三季度又是旺季,7月的杯量必定会比6月再有所提升。</p><p style=\"text-align: justify;\">另一方面,瑞幸之前接近三分之一都是外送业务,配送成本是需要和消费者共通分摊,而9.9元活动<strong>必须到店消费,也是变相降低了瑞幸这部分的成本支出。</strong></p><p style=\"text-align: justify;\"><strong>可以说,瑞幸的降价一开始还被市场解读为迎战库迪“迫于无奈的做法”,但现在的情况完全相反,价格战反而是证明了瑞幸强大的实力。</strong></p><p style=\"text-align: justify;\">虽然二季度瑞幸整体还未全面启动9.9元活动,但从4月开始,周边的库迪店已经开始每天9.9元大促销了,结果瑞幸业绩竟完全不受影响,也能在一定程度上说明<strong>价格战已经打到顶点。</strong></p><p style=\"text-align: justify;\">反转的一幕不但让市场大为吃惊,也不禁也让人发出灵魂拷问:库迪都已经价格战打到底线了,还无法对瑞幸的业绩造成实质冲击,未来还能怎么影响瑞幸的龙头地位?</p><p><strong>规模和营运水平是最大的护城河</strong></p><p style=\"text-align: justify;\"><strong>由此一战,一直以来悬在瑞幸头上的标签“没有护城河”也可以彻底摘掉了。瑞幸用实力证明,规模和运营水平本身就是最大的护城河。</strong></p><p style=\"text-align: justify;\">我们看到瑞幸的拓店速度非常快,已经提前实现了开设1万家门店的目标。截至二季度末,瑞幸门店总数达到10836家,其中自营门店7188家,联营门店3648家,正式成为中国市场首个门店数量突破1万的连锁咖啡品牌。</p><p style=\"text-align: justify;\">对于瑞幸本季度营收、净利润双双亮眼表现,现任CEO郭谨一在业绩发布会上直言,是公司业务<strong>“规模优势的体现”</strong>。</p><p style=\"text-align: justify;\">正如见智研究在《生椰拿铁可以被复制,但瑞幸能被复制吗?》多次分析,<strong>想要进入咖啡市场,做出类似“生椰拿铁”口味的产品并不难。瑞幸之所以不能被复制,规模才是更深广的护城河。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3a5156362e297460eb01b23c18e00e5\" tg-width=\"632\" tg-height=\"352\"/></p><p style=\"text-align: justify;\">在规模效应之下,报告期内,瑞幸一般管理费用率同比改善了3.5个百分点,租金费用率同比改善1.6个百分点,减值及拨备率同比改善7.1个百分点,<strong>运营效率整体得到提升。这也是瑞幸能够承受价格战压力,推出9.9元活动的关键所在。</strong></p><p style=\"text-align: justify;\">瑞幸以优秀的业绩证明,<strong>规模本身可构成强大护城河,转化为成本优势和用户黏性,从而提升抵御价格战的能力。彻底打破了此前市场对于“咖啡赛道无护城河”的误解。</strong></p><p style=\"text-align: justify;\"><strong><u>但我们也都知道,快速拓店这件事是有利有弊的。利的是可以享受规模效应带来的成本管控能力,弊的是若没有足够的增量,就会稀释现有门店的客户流量。</u></strong></p><p style=\"text-align: justify;\">换句话说,瑞幸既要大幅搞扩张,又不希望稀释现有门店的客流,就必须要有新增用户源不断补充,那么这些新增客户从何而来呢?</p><p style=\"text-align: justify;\"><strong>一个是万店9.9元活动直接吸引的新用户;另一个就是低价格带上的品牌库迪、幸运咖的现有用户。可以说,瑞幸举起了“屠刀”,一刀砍向自己,一刀砍向了友商。</strong></p><p style=\"text-align: justify;\">为了吸纳库迪、幸运咖的现有用户,瑞幸今年还做了一件事。</p><p style=\"text-align: justify;\">在5月29日,瑞幸咖啡通过公众号宣布开启“带店加盟”模式,允许竞争对手的加盟店翻牌加入瑞幸阵营。它还向加盟商额外补贴1元,既稳定现有加盟商,也吸引其他加盟商跟进。</p><p style=\"text-align: justify;\">要知道此前<strong>行业内无人能提供10.9元的条件,若加盟商一旦翻牌,身边的店铺也有可能产生连锁反应,预计会有大量竞争店铺翻牌成为瑞幸门店。</strong></p><p style=\"text-align: justify;\"><strong><u>瑞幸这样的策略无疑给新进入者带来巨大压力,如果没有足够的规模效应和成本管控,很容易陷入杯量和客单价两难的困境。</u></strong></p><p style=\"text-align: justify;\">以库迪为例,根据业内人士的计算,每杯9.9元咖啡,毛利不到4块,要达到门店盈亏平衡点,每天需要售出300杯左右,这样每个月的现金流仅有900万,远远不能支撑快速扩张。</p><p style=\"text-align: justify;\">因此,库迪必须依靠加快开店速度才能获得融资支持各项运营,这也解释了库迪为什么在7月底喊出5000家门店的目标,因为不这样做就无力填补资金缺口。</p><p style=\"text-align: justify;\">与此同时,超低价格让库迪的加盟商利润微乎其微,回本无期,加盟意愿下降。</p><p style=\"text-align: justify;\"><strong>这让库迪面临两难:必须提价才能获利,但提价则会降低杯量,削弱加盟吸引力。更要命的是,瑞幸推出的每周9.9元活动让库迪无力再反击,本来想通过新店促销后提价获利的加盟商,现在只能继续陪跑价格战。</strong></p><p style=\"text-align: justify;\">这些新进入者在快速扩张过程中,也曾暴露出许多加盟品牌共性的问题,比如选址缺乏区域保护导致店间抢客,人员培训不足使品控不稳定,全加盟模式下加盟商素质参差,为节约成本出现诸多运营乱象。</p><p style=\"text-align: justify;\">种种问题叠加,<strong>扩张速度难免让人担忧其管理水平匹配度。</strong></p><p><strong>总结</strong></p><p style=\"text-align: justify;\">为何今天中国咖啡市场会聚焦在10-15元这个价格区间,消费者的选择从星巴克转向瑞幸、库迪?这是因为广大消费者对这个价位的产品有需求,瑞幸抓住了这一机遇,用低价切入市场直接抢走了星巴克的份额。</p><p style=\"text-align: justify;\">同理,如果库迪坚持打9.9元的价格战,而瑞幸不作出应对,也极可能流失部分市场,这一战无法避免。</p><p style=\"text-align: justify;\">咖啡市场本身进入门槛确实不高,规模效应带来的成本优势才是最重要的护城河,为消费者提供更实惠的产品,保证市场占有率。</p><p style=\"text-align: justify;\">随着瑞幸的最新业绩亮相,以及新进入者面临的困境显露,让市场逐渐看清了这一点。单靠低价疯狂开店是远远不够的,“价格战”还得凭实力说话。</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>与库迪的价格战,让瑞幸又赢一把</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; }\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与库迪的价格战,让瑞幸又赢一把\n</h2>\n\n<h4 class=\"meta\">\n\n2023-08-02 14:42 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>预期反转,瑞幸交出炸裂业绩。今年上半年,咖啡市场上最精彩的一仗,莫过于瑞幸与其前创始人陆正耀创立的“库迪咖啡”之间的价格战。年初,库迪推出全产品9.9元促销活动。还没过多久,一到5月,又以“夏日降价”为名,再次启动9.9元大促销。在竞争激烈的咖啡市场上,别人在降价,你不降价,就随时面临市场份额被抢夺的风险。当库迪可以提供9.9元的生椰拿铁,消费者又为何一定要执着于15元的瑞幸生椰拿铁?面对竞争对手...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9c33d568670903493bfffd7f24eb14e","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172647741","content_text":"预期反转,瑞幸交出炸裂业绩。今年上半年,咖啡市场上最精彩的一仗,莫过于瑞幸与其前创始人陆正耀创立的“库迪咖啡”之间的价格战。年初,库迪推出全产品9.9元促销活动。还没过多久,一到5月,又以“夏日降价”为名,再次启动9.9元大促销。在竞争激烈的咖啡市场上,别人在降价,你不降价,就随时面临市场份额被抢夺的风险。当库迪可以提供9.9元的生椰拿铁,消费者又为何一定要执着于15元的瑞幸生椰拿铁?面对竞争对手的频频降价,瑞幸终于也抵不住压力,在5月推出了每周可领一次的9.9元优惠券。这场你来我往的价格战持续引发市场关注。降价无疑能吸引更多消费者,但价格的持续掏底,也令人担忧盈利能力,9.9元甚至1元的咖啡,还能赚多少钱呢?与之前市场普遍担心价格战侵蚀业绩不同,瑞幸在昨晚交出了一份炸裂的二季度业绩报告。Q2营收62.014亿元,yoy+88.0%;其中自营门店收入44.953亿元,yoy+85.2%,加盟店业务收入14.858亿元,yoy+91.1%。GAAP经营利润率18.9%;Non-GAAP经营利润率19.9%;GAAP净利润9.987亿元,对应净利率16.1%,达历史新高;Non-GAAP净利润10.622亿元,对应净利率17.1%,成为公司最好单季度利润表现。本期财报亮点:“价格战”下交出最强业绩,9.9元优惠券对交易量带动强劲,付费用户数创新高。低价丝毫不影响盈利能力,10.622亿元的净利润创下公司最好的单季度利润表现,大超市场预期。门店数量提前破万,强大规模效应带来成本管控能力开始显现,成后进者无法逾越的高墙。在“价格战”下交出最强业绩尽管一提到“价格战”,大家的第一反应是“激烈博弈、互相降价、利润减少”,但它确实也给瑞幸带来了“好处”,最肉眼可见的就是,被低价吸引,买瑞幸咖啡的人明显增多了。自5月开始,瑞幸推出一周可领一次的9.9元优惠券以来,首周就售出3900万杯,首月会员数突破5000万。6月份,瑞幸付费用户数突破5000万,创下新高。整个二季度平均付费用户达4310万,同比大增107.9%。这组无疑揭露出降价对交易量的强劲带动作用。与之产生鲜明对比的是,星巴克去年在激烈竞争中交易量下滑20%后,为挽回市场,派发更多代金券进行变相降价,结果客单价继续下滑的同时,交易量也仅仅增加了4%。主要的原因就在,瑞幸定位大众化,星巴克定位高端,本身消费者对两者价格变化的敏感度就不同。同时两者在降价范围和深度上也有差异,瑞幸将全部产品降至9.9元,星巴克仅对部分产品优惠,且幅度较小,像近期的夏日活动两杯37元,单杯都相当于瑞幸降价前的价格了。更为关键的是,两者在中国的品牌影响力已截然不同。2018年,星巴克市占率45%,瑞幸仅2%。但从2022年上半年,两者已基本持平,充分证明瑞幸咖啡在中国的飞速成长,也正因如此,瑞幸才能在保证产品力的前提下,通过降价成功打开市场,拉动更多用户。此前让市场担心的客单价下降,会影响盈利能力的情况,也完全没有发生。财报中披露,近10亿的净利润创下了瑞幸单季最佳表现,利润率也环比提升了6个百分点。从门店经营数据来看,同店销售额增长率达20.8%,门店利润率达29.1%,均已回归到2022年三季度的水平。见智研究认为可以从两个方面去分析:一方面,每周一次的9.9元优惠对利润率的负面影响有限,因为它能帮助瑞幸吸引新用户,培养用户购买习惯,提高复购率。即使客单价有所下降,但门店杯量提升带来的营收增长,能抵消一部分客单价下滑的影响,同时净利润也随着收入规模的扩大而水涨船高。接下来三季度又是旺季,7月的杯量必定会比6月再有所提升。另一方面,瑞幸之前接近三分之一都是外送业务,配送成本是需要和消费者共通分摊,而9.9元活动必须到店消费,也是变相降低了瑞幸这部分的成本支出。可以说,瑞幸的降价一开始还被市场解读为迎战库迪“迫于无奈的做法”,但现在的情况完全相反,价格战反而是证明了瑞幸强大的实力。虽然二季度瑞幸整体还未全面启动9.9元活动,但从4月开始,周边的库迪店已经开始每天9.9元大促销了,结果瑞幸业绩竟完全不受影响,也能在一定程度上说明价格战已经打到顶点。反转的一幕不但让市场大为吃惊,也不禁也让人发出灵魂拷问:库迪都已经价格战打到底线了,还无法对瑞幸的业绩造成实质冲击,未来还能怎么影响瑞幸的龙头地位?规模和营运水平是最大的护城河由此一战,一直以来悬在瑞幸头上的标签“没有护城河”也可以彻底摘掉了。瑞幸用实力证明,规模和运营水平本身就是最大的护城河。我们看到瑞幸的拓店速度非常快,已经提前实现了开设1万家门店的目标。截至二季度末,瑞幸门店总数达到10836家,其中自营门店7188家,联营门店3648家,正式成为中国市场首个门店数量突破1万的连锁咖啡品牌。对于瑞幸本季度营收、净利润双双亮眼表现,现任CEO郭谨一在业绩发布会上直言,是公司业务“规模优势的体现”。正如见智研究在《生椰拿铁可以被复制,但瑞幸能被复制吗?》多次分析,想要进入咖啡市场,做出类似“生椰拿铁”口味的产品并不难。瑞幸之所以不能被复制,规模才是更深广的护城河。在规模效应之下,报告期内,瑞幸一般管理费用率同比改善了3.5个百分点,租金费用率同比改善1.6个百分点,减值及拨备率同比改善7.1个百分点,运营效率整体得到提升。这也是瑞幸能够承受价格战压力,推出9.9元活动的关键所在。瑞幸以优秀的业绩证明,规模本身可构成强大护城河,转化为成本优势和用户黏性,从而提升抵御价格战的能力。彻底打破了此前市场对于“咖啡赛道无护城河”的误解。但我们也都知道,快速拓店这件事是有利有弊的。利的是可以享受规模效应带来的成本管控能力,弊的是若没有足够的增量,就会稀释现有门店的客户流量。换句话说,瑞幸既要大幅搞扩张,又不希望稀释现有门店的客流,就必须要有新增用户源不断补充,那么这些新增客户从何而来呢?一个是万店9.9元活动直接吸引的新用户;另一个就是低价格带上的品牌库迪、幸运咖的现有用户。可以说,瑞幸举起了“屠刀”,一刀砍向自己,一刀砍向了友商。为了吸纳库迪、幸运咖的现有用户,瑞幸今年还做了一件事。在5月29日,瑞幸咖啡通过公众号宣布开启“带店加盟”模式,允许竞争对手的加盟店翻牌加入瑞幸阵营。它还向加盟商额外补贴1元,既稳定现有加盟商,也吸引其他加盟商跟进。要知道此前行业内无人能提供10.9元的条件,若加盟商一旦翻牌,身边的店铺也有可能产生连锁反应,预计会有大量竞争店铺翻牌成为瑞幸门店。瑞幸这样的策略无疑给新进入者带来巨大压力,如果没有足够的规模效应和成本管控,很容易陷入杯量和客单价两难的困境。以库迪为例,根据业内人士的计算,每杯9.9元咖啡,毛利不到4块,要达到门店盈亏平衡点,每天需要售出300杯左右,这样每个月的现金流仅有900万,远远不能支撑快速扩张。因此,库迪必须依靠加快开店速度才能获得融资支持各项运营,这也解释了库迪为什么在7月底喊出5000家门店的目标,因为不这样做就无力填补资金缺口。与此同时,超低价格让库迪的加盟商利润微乎其微,回本无期,加盟意愿下降。这让库迪面临两难:必须提价才能获利,但提价则会降低杯量,削弱加盟吸引力。更要命的是,瑞幸推出的每周9.9元活动让库迪无力再反击,本来想通过新店促销后提价获利的加盟商,现在只能继续陪跑价格战。这些新进入者在快速扩张过程中,也曾暴露出许多加盟品牌共性的问题,比如选址缺乏区域保护导致店间抢客,人员培训不足使品控不稳定,全加盟模式下加盟商素质参差,为节约成本出现诸多运营乱象。种种问题叠加,扩张速度难免让人担忧其管理水平匹配度。总结为何今天中国咖啡市场会聚焦在10-15元这个价格区间,消费者的选择从星巴克转向瑞幸、库迪?这是因为广大消费者对这个价位的产品有需求,瑞幸抓住了这一机遇,用低价切入市场直接抢走了星巴克的份额。同理,如果库迪坚持打9.9元的价格战,而瑞幸不作出应对,也极可能流失部分市场,这一战无法避免。咖啡市场本身进入门槛确实不高,规模效应带来的成本优势才是最重要的护城河,为消费者提供更实惠的产品,保证市场占有率。随着瑞幸的最新业绩亮相,以及新进入者面临的困境显露,让市场逐渐看清了这一点。单靠低价疯狂开店是远远不够的,“价格战”还得凭实力说话。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559770134796747","authorId":"3559770134796747","authorIdStr":"3559770134796747","name":"牛逼的泡泡","avatar":"https://static.tigerbbs.com/9bf6916652a79d7028c26078fd497da4","crmLevel":5,"crmLevelSwitch":1,"idStr":"3559770134796747"},"content":"想多了,星巴克其实不贵的。毕竟人家在市价好地段能提供第三方空间,具有非常划算的社交属性与办公属性","text":"想多了,星巴克其实不贵的。毕竟人家在市价好地段能提供第三方空间,具有非常划算的社交属性与办公属性","html":"想多了,星巴克其实不贵的。毕竟人家在市价好地段能提供第三方空间,具有非常划算的社交属性与办公属性"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278801969361128,"gmtCreate":1709076792870,"gmtModify":1709076796059,"author":{"id":"4120360017010400","authorId":"4120360017010400","authorIdStr":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120360017010400"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a> 这是对财报的看空信号?","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a> 这是对财报的看空信号?","text":"$哔哩哔哩(BILI)$ 这是对财报的看空信号?","images":[{"img":"https://static.tigerbbs.com/1ac486330b1dce13bbffbb0e49754ed8","width":"1170","height":"1741"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/278801969361128","isVote":1,"tweetType":1,"viewCount":6334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435615840878311","authorId":"3435615840878311","authorIdStr":"3435615840878311","name":"朱时","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":8,"crmLevelSwitch":1,"idStr":"3435615840878311"},"content":"从 100 补到现在,应该及时止损妈的","text":"从 100 补到现在,应该及时止损妈的","html":"从 100 补到现在,应该及时止损妈的"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}