雪碧两块五
2020-08-04
美团干不过阿里,不信走着瞧!
@美股解毒师:
【赏金】美团新高,你觉得不断支撑它股价的因素是什么?
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<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a></p> <p><img src=\"https://static.tigerbbs.com/8717083c4527078d5a51599680373c91\" tg-width=\"839\" tg-height=\"469\"></p> <p>前几天,市场就纷纷传言美团的Q2业绩会大幅度提升,环比会提升不少。这么想也对,毕竟王兴都已经跳着直接在美团下架支付宝路径,还隔空喊话马云“淘宝不支持微信支付”。</p> <p><img src=\"https://static.tigerbbs.com/98d100fa7f62e9284236241ce1ace914\" tg-width=\"632\" tg-height=\"209\"></p> <p>虽然,第一眼感觉有点像父母(腾讯、阿里)吵架,小孩子插嘴的感觉。但是仔细想了想,事情没有那么简单。</p> <p><span style=\"color:rgba(255,128,0,1);\"><b>一定是王兴知道美团Q2业绩不错,说话才敢这么硬!</b></span></p> <p>可见,当时王兴喊话的时候,就是个信号啊!</p> <p>聊点正经的。美团为何Q2业绩这么好?</p> <p>首先是外卖业务,脚指头告诉我美团Q2外卖业务不错。诚然,疫情尽管已经控制住了,但是大伙儿的心并没有放下,所以还是会倾向于能不出门尽量不出门,点外卖也是都市年轻人的习惯。</p> <p>再加上,Q2不是有一起“饿了么外卖员确诊”的例子么,反过来<span style=\"color:rgba(255,128,0,1);\"><b>在舆论上给大众留下了“饿了么不严谨,美团严谨”的印象</b></span>。</p> <p>然后是机酒差旅业务,<span style=\"color:rgba(255,128,0,1);\"><b>是全行业扑街</b></span>。虽然大家都挺差,但是这对美团来说反而是一个机会。行业老大<a target=\"_blank\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a> 因为全身心押注,行业性的衰退导致现金流什么的都很差,也没有可能创造更新的业务,甚至在市场推广上都很拮据,携程CEO亲自直播带货(本来钱多的话该请几个李佳琦是吧)。</p> <p>而美团,因为有其他业务根基支持,在机酒旅行业务上更游刃有余,<span style=\"color:rgba(255,128,0,1);\"><b>反而可以趁行业大乱之际趁火打劫,重新洗牌</b></span>。</p> <p>其他的业务</p> <ul> \n <li>生鲜——正在瓜分盒马的市场,正面再次硬钢阿里;</li> \n <li>金融——小商家端天然的优势记住,尽管C端面临用户知情的法律风险;</li> \n <li>出行——早晚要跟滴滴合并的(别说是我说的)</li> \n</ul> <p><img src=\"https://static.tigerbbs.com/7db68b797cc27f8a0c1e36f4e88db27c\" tg-width=\"1071\" tg-height=\"682\"></p> <p>说美团的优点,真的比槽点多很多。那么各位</p> <p><span style=\"color:rgba(255,128,0,1);\"><b>你们觉得一直以来,支撑美团股价的因素有哪些呢?</b></span></p> <p>在评论区说出你的看法,优秀评论or入选精彩回复的,将得到66虎币的奖励。</p> <p><span style=\"color:rgba(255,48,0,1);\"><b>老规矩,【评论】+【转发】并入选的,将得到额外的66虎币!</b></span><br><img src=\"https://static.tigerbbs.com/09c1a230f14767c813e14e636e70672a\" tg-width=\"399\" tg-height=\"807\"></p></body></html>","htmlText":"<html><head></head><body><p>美团又又叒新高了!喜(mei)大(tuan)普(niu)奔(bi) <a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a></p> <p><img src=\"https://static.tigerbbs.com/8717083c4527078d5a51599680373c91\" tg-width=\"839\" tg-height=\"469\"></p> <p>前几天,市场就纷纷传言美团的Q2业绩会大幅度提升,环比会提升不少。这么想也对,毕竟王兴都已经跳着直接在美团下架支付宝路径,还隔空喊话马云“淘宝不支持微信支付”。</p> <p><img src=\"https://static.tigerbbs.com/98d100fa7f62e9284236241ce1ace914\" tg-width=\"632\" tg-height=\"209\"></p> <p>虽然,第一眼感觉有点像父母(腾讯、阿里)吵架,小孩子插嘴的感觉。但是仔细想了想,事情没有那么简单。</p> <p><span style=\"color:rgba(255,128,0,1);\"><b>一定是王兴知道美团Q2业绩不错,说话才敢这么硬!</b></span></p> <p>可见,当时王兴喊话的时候,就是个信号啊!</p> <p>聊点正经的。美团为何Q2业绩这么好?</p> <p>首先是外卖业务,脚指头告诉我美团Q2外卖业务不错。诚然,疫情尽管已经控制住了,但是大伙儿的心并没有放下,所以还是会倾向于能不出门尽量不出门,点外卖也是都市年轻人的习惯。</p> <p>再加上,Q2不是有一起“饿了么外卖员确诊”的例子么,反过来<span style=\"color:rgba(255,128,0,1);\"><b>在舆论上给大众留下了“饿了么不严谨,美团严谨”的印象</b></span>。</p> <p>然后是机酒差旅业务,<span style=\"color:rgba(255,128,0,1);\"><b>是全行业扑街</b></span>。虽然大家都挺差,但是这对美团来说反而是一个机会。行业老大<a target=\"_blank\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a> 因为全身心押注,行业性的衰退导致现金流什么的都很差,也没有可能创造更新的业务,甚至在市场推广上都很拮据,携程CEO亲自直播带货(本来钱多的话该请几个李佳琦是吧)。</p> <p>而美团,因为有其他业务根基支持,在机酒旅行业务上更游刃有余,<span style=\"color:rgba(255,128,0,1);\"><b>反而可以趁行业大乱之际趁火打劫,重新洗牌</b></span>。</p> <p>其他的业务</p> <ul> \n <li>生鲜——正在瓜分盒马的市场,正面再次硬钢阿里;</li> \n <li>金融——小商家端天然的优势记住,尽管C端面临用户知情的法律风险;</li> \n <li>出行——早晚要跟滴滴合并的(别说是我说的)</li> \n</ul> <p><img src=\"https://static.tigerbbs.com/7db68b797cc27f8a0c1e36f4e88db27c\" tg-width=\"1071\" tg-height=\"682\"></p> <p>说美团的优点,真的比槽点多很多。那么各位</p> <p><span style=\"color:rgba(255,128,0,1);\"><b>你们觉得一直以来,支撑美团股价的因素有哪些呢?</b></span></p> <p>在评论区说出你的看法,优秀评论or入选精彩回复的,将得到66虎币的奖励。</p> <p><span style=\"color:rgba(255,48,0,1);\"><b>老规矩,【评论】+【转发】并入选的,将得到额外的66虎币!</b></span><br><img src=\"https://static.tigerbbs.com/09c1a230f14767c813e14e636e70672a\" tg-width=\"399\" tg-height=\"807\"></p></body></html>","text":"美团又又叒新高了!喜(mei)大(tuan)普(niu)奔(bi) $美团点评-W(03690)$ 前几天,市场就纷纷传言美团的Q2业绩会大幅度提升,环比会提升不少。这么想也对,毕竟王兴都已经跳着直接在美团下架支付宝路径,还隔空喊话马云“淘宝不支持微信支付”。 虽然,第一眼感觉有点像父母(腾讯、阿里)吵架,小孩子插嘴的感觉。但是仔细想了想,事情没有那么简单。 一定是王兴知道美团Q2业绩不错,说话才敢这么硬! 可见,当时王兴喊话的时候,就是个信号啊! 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