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2021-06-16

这篇文章不错，转发给大家看看

@小虎活动:【发奖】你猜中了SPX！

2021-06-05

[思考] [思考]

@小虎AV:戴蒙讨论的话题：从官僚主义的危险到比特币的有效性，再到脾气在商业世界中有多危险。当被问及如何确保一个公平、平等的工作环境时，他说，当你有一个信任和尊重的环境，人们就会发光。尽你所能让每个人都接受你，你就会建立一个伟大的公司。简介：金融危机中，华尔街的银行家们被斥为贪婪的“肥猫”，备受美国民众指责，但有一个人例外。他就是杰米·戴蒙，美国摩根大通公司首席执行官。他被《纽约时报》称为“最不招人恨的银行家”。 $摩根大通(JPM)$

2021-06-02

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-05-29

这篇文章不错，转发给大家看看

@Iverson:多线作战的美团，能否扛住亏损压力？

去老虎APP查看更多动态

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[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/112606558","repostId":"116245379","repostType":1,"repost":{"id":116245379,"gmtCreate":1622807615387,"gmtModify":1622812500243,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"摩根大通杰米·戴蒙：斯坦福演讲笔记","htmlText":"\n \n \n  戴蒙讨论的话题：从官僚主义的危险到比特币的有效性，再到脾气在商业世界中有多危险。当被问及如何确保一个公平、平等的工作环境时，他说，当你有一个信任和尊重的环境，人们就会发光。尽你所能让每个人都接受你，你就会建立一个伟大的公司。简介：金融危机中，华尔街的银行家们被斥为贪婪的“肥猫”，备受美国民众指责，但有一个人例外。他就是杰米·戴蒙，美国摩根大通公司首席执行官。他被《纽约时报》称为“最不招人恨的银行家”。 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a>\n \n","listText":"戴蒙讨论的话题：从官僚主义的危险到比特币的有效性，再到脾气在商业世界中有多危险。当被问及如何确保一个公平、平等的工作环境时，他说，当你有一个信任和尊重的环境，人们就会发光。尽你所能让每个人都接受你，你就会建立一个伟大的公司。简介：金融危机中，华尔街的银行家们被斥为贪婪的“肥猫”，备受美国民众指责，但有一个人例外。他就是杰米·戴蒙，美国摩根大通公司首席执行官。他被《纽约时报》称为“最不招人恨的银行家”。 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a>","text":"戴蒙讨论的话题：从官僚主义的危险到比特币的有效性，再到脾气在商业世界中有多危险。当被问及如何确保一个公平、平等的工作环境时，他说，当你有一个信任和尊重的环境，人们就会发光。尽你所能让每个人都接受你，你就会建立一个伟大的公司。简介：金融危机中，华尔街的银行家们被斥为贪婪的“肥猫”，备受美国民众指责，但有一个人例外。他就是杰米·戴蒙，美国摩根大通公司首席执行官。他被《纽约时报》称为“最不招人恨的银行家”。 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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 正处于前所未有的窘境。一系列“黑天鹅”事件使其股价自二月份高点接近腰斩，财报前两日股价均以收跌告终，从底部的反弹也戛然而止。 从财报来看，餐饮外卖等核心业务延续强势表现，社区团购业务亏损进一步扩大，但这都在预期之内。多线作战的美团不仅要面对来自饿了么、拼多多、甚至抖音等公司在细分领域的竞争，二选一反垄断调查可能公司遭受巨额罚款，用工关系纠纷也可能带来额外的社保费用，这对亏损还在扩大的美团来讲压力倍增。 外卖、到店等核心业务强劲增长 一季度，美团总营收达到370亿元，超出市场预期，较去年疫情期间同比增长120.9%，创出近几年最快速，餐饮外卖以及到店、酒店及旅游业务假期期间增长强劲，当然也不能忽视去年因疫情导致的低基数。美团年度交易用户数和活跃商户数均创历史新高，分别为5.7亿和710万。 具体来看，餐饮外卖业务依然是创收的主力，餐饮外卖业务收入同比增长116.8%至206亿元，收入规模扩张也推动该部门同比扭亏为盈，餐饮外卖业务由去年一季度亏损7090万元变为2021Q1盈利11亿元。 一季度恰逢春节假期，消费者外卖习惯的长期培养以及倡导本地过年的硬性约束力成为外卖业务保持三位数增长的客观条件，美团在此期间也适时推出了「春节不打烊」活动，推动外卖订单量较过往年份强劲增长，交易金额同比增长99.6%至人民币1427亿元，日均交易笔数同比增长113.5%至3230万笔。 除此之外，本季度外卖业务还表现两大特点：1）远距离订单在总订单中占比更高；2）订单种类更为多样，早餐、下午茶以及宵夜的订单进一步增长，这反映出美团扩大服务范围以及涵盖更多消费场景的努力。 2021年第一季度，到店、酒店及旅游业务同样表现不俗，本季度收入同比增长112.7%至66亿元，营业利润同比增长304","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 正处于前所未有的窘境。一系列“黑天鹅”事件使其股价自二月份高点接近腰斩，财报前两日股价均以收跌告终，从底部的反弹也戛然而止。 从财报来看，餐饮外卖等核心业务延续强势表现，社区团购业务亏损进一步扩大，但这都在预期之内。多线作战的美团不仅要面对来自饿了么、拼多多、甚至抖音等公司在细分领域的竞争，二选一反垄断调查可能公司遭受巨额罚款，用工关系纠纷也可能带来额外的社保费用，这对亏损还在扩大的美团来讲压力倍增。 外卖、到店等核心业务强劲增长 一季度，美团总营收达到370亿元，超出市场预期，较去年疫情期间同比增长120.9%，创出近几年最快速，餐饮外卖以及到店、酒店及旅游业务假期期间增长强劲，当然也不能忽视去年因疫情导致的低基数。美团年度交易用户数和活跃商户数均创历史新高，分别为5.7亿和710万。 具体来看，餐饮外卖业务依然是创收的主力，餐饮外卖业务收入同比增长116.8%至206亿元，收入规模扩张也推动该部门同比扭亏为盈，餐饮外卖业务由去年一季度亏损7090万元变为2021Q1盈利11亿元。 一季度恰逢春节假期，消费者外卖习惯的长期培养以及倡导本地过年的硬性约束力成为外卖业务保持三位数增长的客观条件，美团在此期间也适时推出了「春节不打烊」活动，推动外卖订单量较过往年份强劲增长，交易金额同比增长99.6%至人民币1427亿元，日均交易笔数同比增长113.5%至3230万笔。 除此之外，本季度外卖业务还表现两大特点：1）远距离订单在总订单中占比更高；2）订单种类更为多样，早餐、下午茶以及宵夜的订单进一步增长，这反映出美团扩大服务范围以及涵盖更多消费场景的努力。 2021年第一季度，到店、酒店及旅游业务同样表现不俗，本季度收入同比增长112.7%至66亿元，营业利润同比增长304","text":"$美团-W(03690)$ 正处于前所未有的窘境。一系列“黑天鹅”事件使其股价自二月份高点接近腰斩，财报前两日股价均以收跌告终，从底部的反弹也戛然而止。 从财报来看，餐饮外卖等核心业务延续强势表现，社区团购业务亏损进一步扩大，但这都在预期之内。多线作战的美团不仅要面对来自饿了么、拼多多、甚至抖音等公司在细分领域的竞争，二选一反垄断调查可能公司遭受巨额罚款，用工关系纠纷也可能带来额外的社保费用，这对亏损还在扩大的美团来讲压力倍增。 外卖、到店等核心业务强劲增长 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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 正处于前所未有的窘境。一系列“黑天鹅”事件使其股价自二月份高点接近腰斩，财报前两日股价均以收跌告终，从底部的反弹也戛然而止。 从财报来看，餐饮外卖等核心业务延续强势表现，社区团购业务亏损进一步扩大，但这都在预期之内。多线作战的美团不仅要面对来自饿了么、拼多多、甚至抖音等公司在细分领域的竞争，二选一反垄断调查可能公司遭受巨额罚款，用工关系纠纷也可能带来额外的社保费用，这对亏损还在扩大的美团来讲压力倍增。 外卖、到店等核心业务强劲增长 一季度，美团总营收达到370亿元，超出市场预期，较去年疫情期间同比增长120.9%，创出近几年最快速，餐饮外卖以及到店、酒店及旅游业务假期期间增长强劲，当然也不能忽视去年因疫情导致的低基数。美团年度交易用户数和活跃商户数均创历史新高，分别为5.7亿和710万。 具体来看，餐饮外卖业务依然是创收的主力，餐饮外卖业务收入同比增长116.8%至206亿元，收入规模扩张也推动该部门同比扭亏为盈，餐饮外卖业务由去年一季度亏损7090万元变为2021Q1盈利11亿元。 一季度恰逢春节假期，消费者外卖习惯的长期培养以及倡导本地过年的硬性约束力成为外卖业务保持三位数增长的客观条件，美团在此期间也适时推出了「春节不打烊」活动，推动外卖订单量较过往年份强劲增长，交易金额同比增长99.6%至人民币1427亿元，日均交易笔数同比增长113.5%至3230万笔。 除此之外，本季度外卖业务还表现两大特点：1）远距离订单在总订单中占比更高；2）订单种类更为多样，早餐、下午茶以及宵夜的订单进一步增长，这反映出美团扩大服务范围以及涵盖更多消费场景的努力。 2021年第一季度，到店、酒店及旅游业务同样表现不俗，本季度收入同比增长112.7%至66亿元，营业利润同比增长304","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 正处于前所未有的窘境。一系列“黑天鹅”事件使其股价自二月份高点接近腰斩，财报前两日股价均以收跌告终，从底部的反弹也戛然而止。 从财报来看，餐饮外卖等核心业务延续强势表现，社区团购业务亏损进一步扩大，但这都在预期之内。多线作战的美团不仅要面对来自饿了么、拼多多、甚至抖音等公司在细分领域的竞争，二选一反垄断调查可能公司遭受巨额罚款，用工关系纠纷也可能带来额外的社保费用，这对亏损还在扩大的美团来讲压力倍增。 外卖、到店等核心业务强劲增长 一季度，美团总营收达到370亿元，超出市场预期，较去年疫情期间同比增长120.9%，创出近几年最快速，餐饮外卖以及到店、酒店及旅游业务假期期间增长强劲，当然也不能忽视去年因疫情导致的低基数。美团年度交易用户数和活跃商户数均创历史新高，分别为5.7亿和710万。 具体来看，餐饮外卖业务依然是创收的主力，餐饮外卖业务收入同比增长116.8%至206亿元，收入规模扩张也推动该部门同比扭亏为盈，餐饮外卖业务由去年一季度亏损7090万元变为2021Q1盈利11亿元。 一季度恰逢春节假期，消费者外卖习惯的长期培养以及倡导本地过年的硬性约束力成为外卖业务保持三位数增长的客观条件，美团在此期间也适时推出了「春节不打烊」活动，推动外卖订单量较过往年份强劲增长，交易金额同比增长99.6%至人民币1427亿元，日均交易笔数同比增长113.5%至3230万笔。 除此之外，本季度外卖业务还表现两大特点：1）远距离订单在总订单中占比更高；2）订单种类更为多样，早餐、下午茶以及宵夜的订单进一步增长，这反映出美团扩大服务范围以及涵盖更多消费场景的努力。 2021年第一季度，到店、酒店及旅游业务同样表现不俗，本季度收入同比增长112.7%至66亿元，营业利润同比增长304","text":"$美团-W(03690)$ 正处于前所未有的窘境。一系列“黑天鹅”事件使其股价自二月份高点接近腰斩，财报前两日股价均以收跌告终，从底部的反弹也戛然而止。 从财报来看，餐饮外卖等核心业务延续强势表现，社区团购业务亏损进一步扩大，但这都在预期之内。多线作战的美团不仅要面对来自饿了么、拼多多、甚至抖音等公司在细分领域的竞争，二选一反垄断调查可能公司遭受巨额罚款，用工关系纠纷也可能带来额外的社保费用，这对亏损还在扩大的美团来讲压力倍增。 外卖、到店等核心业务强劲增长 一季度，美团总营收达到370亿元，超出市场预期，较去年疫情期间同比增长120.9%，创出近几年最快速，餐饮外卖以及到店、酒店及旅游业务假期期间增长强劲，当然也不能忽视去年因疫情导致的低基数。美团年度交易用户数和活跃商户数均创历史新高，分别为5.7亿和710万。 具体来看，餐饮外卖业务依然是创收的主力，餐饮外卖业务收入同比增长116.8%至206亿元，收入规模扩张也推动该部门同比扭亏为盈，餐饮外卖业务由去年一季度亏损7090万元变为2021Q1盈利11亿元。 一季度恰逢春节假期，消费者外卖习惯的长期培养以及倡导本地过年的硬性约束力成为外卖业务保持三位数增长的客观条件，美团在此期间也适时推出了「春节不打烊」活动，推动外卖订单量较过往年份强劲增长，交易金额同比增长99.6%至人民币1427亿元，日均交易笔数同比增长113.5%至3230万笔。 除此之外，本季度外卖业务还表现两大特点：1）远距离订单在总订单中占比更高；2）订单种类更为多样，早餐、下午茶以及宵夜的订单进一步增长，这反映出美团扩大服务范围以及涵盖更多消费场景的努力。 2021年第一季度，到店、酒店及旅游业务同样表现不俗，本季度收入同比增长112.7%至66亿元，营业利润同比增长304","images":[{"img":"https://static.tigerbbs.com/b6fce1074f5c94b3d619fb656a5e160c","width":"745","height":"378"},{"img":"https://static.tigerbbs.com/3402caa01fd9d78aca37b77996ffe1e5","width":"934","height":"440"},{"img":"https://static.tigerbbs.com/4eeb22e093470321dad3487dff295c86","width":"668","height":"499"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/134307948","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}