地球转转的个人主页 - 老虎社区

地球转转

地球转转

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IP属地：上海

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19粉丝

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0勋章

2018-11-09

这个月的成就

2023-06-09

$TSLA 20230915 116.67 CALL$ 在那个最艰难的时刻，我支持了它。现在报我以歌

2018-05-10

终于盈利了

$腾讯控股(00700)$ 这个时候应该解套出手吗

终于盈利了

2020-02-03

$特斯拉(TSLA)$亏到窒息

2020-01-14

$特斯拉(TSLA)$孓木宿寒鸦，冷暖几人知。由来投机地，不见有人还。

2020-01-12

$特斯拉(TSLA)$怎么办

2018-10-24

$特斯拉(TSLA)$ 哈哈

2020-02-04

$特斯拉(TSLA)$死了！

2018-05-08

这是慢慢死去的节奏么

$腾讯控股(00700)$ 每天亏一点，不知什么时候才是尽头

这是慢慢死去的节奏么

2020-01-14

$特斯拉(TSLA)$凉凉

2019-03-06

$特斯拉(TSLA)$ 每天都要做空他

2020-01-14

山不在高，水不在深，实盘似火，模拟如冰。$特斯拉(TSLA)$

2019-02-02

$特斯拉(TSLA)$ 积小胜为大胜

2020-01-30

$特斯拉(TSLA)$这怎么破

2019-04-22

$特斯拉(TSLA)$ 好久没操作这货了

2020-01-22

$特斯拉(TSLA)$见不得人

2019-06-04

$特斯拉(TSLA)$ 特斯拉还是宜做空啊，半天都没好消息，不知道为什么涨了

2018-05-10

盈利了

$腾讯控股(00700)$ 坚守了很久，终于盈利了

2020-10-07

$蔚来(NIO)$赚点零花钱

2020-02-04

$特斯拉(TSLA)$上车晚了

去老虎APP查看更多动态

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时间的价值","images":[{"img":"https://static.tigerbbs.com/61c9fbcc58ae3678b2d927b2da252aa6","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325439804260640","isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309790441631944,"gmtCreate":1716636723750,"gmtModify":1716637106437,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SE 20240621 40.0 CALL\">$SE 20240621 40.0 CALL$</a> 坚持的结果","listText":"<a href=\"https://laohu8.com/OPT/SE 20240621 40.0 CALL\">$SE 20240621 40.0 CALL$</a> 坚持的结果","text":"$SE 20240621 40.0 CALL$ 坚持的结果","images":[{"img":"https://static.tigerbbs.com/81b852b70ed2d849e8becab21355c29f","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309790441631944","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":283485452935288,"gmtCreate":1710249150216,"gmtModify":1710249155626,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"title":"2024.03.12 复盘笔记 by 地球转转","htmlText":"2024-03-12 成本 现价 浮动收益 Sea Ltd(SE) 8.01 20.18 +151.78% 涨了，还可以，但是长期不看好","listText":"2024-03-12 成本 现价 浮动收益 Sea Ltd(SE) 8.01 20.18 +151.78% 涨了，还可以，但是长期不看好","text":"2024-03-12 成本 现价 浮动收益 Sea Ltd(SE) 8.01 20.18 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08:01","market":"us","language":"zh","title":"机构：618带动线上消费持续回暖 推荐顺序是阿里、拼多多","url":"https://stock-news.laohu8.com/highlight/detail?id=2341645007","media":"国信证券","summary":"我们在电商板块的推荐顺序是阿里巴巴（买入）、拼多多（买入），建议关注未上市的抖音集团。618带动线上消费持续回暖，阿里核心类目服饰等将迎来强劲复苏，预计阿里二季度GMV增速转正，推荐关注阿里巴巴；拼多多4月新增联席CEO负责国内业务和供应链，618投入有所加大，预计多多Q2仍将高速增长，推荐关注拼多多；目前抖音电商GMV增速最快，处于快速成长阶段，建议关注未上市的抖音集团。","content":"<html><body><div>\n<p>　　<strong>事项</strong></p> <p>　　<strong>2023年电商618大促于5月底开启。</strong></p> <p>　　<strong>国信互联网观点：</strong><strong>1）618概览：预计各平台618 GMV表现分化，用户投入加大可能带动阿里销售费率小幅提升。分平台看，</strong>传统电商价格力竞争激烈，多多有一定品牌基础后加入618战局，抖音重视拉新，快手完善营销策略。<strong>商家与消费者角度看，</strong>各个平台加强对品牌维护并大力扶持中小商家，对价格力的强调将加快商家分化，供应链能力强的商家优势更加明显，利于消费者“多快好省”价值的满足。<strong>分行业看，</strong>疫情结束后大众出行频次提升，可选消费复苏明显，利于大促爆发。<strong>2）618平台份额及利润预测：平台GMV增速看，</strong>大盘回暖有望带动各平台GMV增速回暖，预计阿里<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>份额受到集团导向调整的影响小幅下降，多多抖快份额有望继续上涨。<strong>平台收入与利润角度看，</strong>我们认为对中小商家的免佣政策会分流品牌，将撬动品牌商家的广告投入，有利于各平台收入提升，各家费用投入将与用户增长的优先级成密切相关，对价格力的强调主要依靠商家降价实现，对平台销售费用影响低。<strong>3）618具体筹备情况：</strong><strong>平台活动节奏看，</strong>传统电商活动节奏基本固定，抖快相比去年节奏更加清晰；<strong>用户侧看，</strong>平台撬动商家杠杆补贴用户，围绕低价的心智争夺仍在持续；<strong>商家侧看，</strong>平台更加强调费用减免与流量扶持，直播场货架场逐步融合。<strong>4）投资建议：我们在电商板块的推荐顺序是<span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span><span></span>（买入）、<span><a href=\"https://laohu8.com/S/PDD\">拼多多</a></span><span></span>（买入），建议关注未上市的抖音集团。</strong></p> <p>　　<strong>评论</strong></p> <p>　　<strong>概览：预计各平台618的GMV表现分化，用户投入加大可能带动阿里销售费率小幅提升</strong></p> <p>　　<strong>整体情况：1）分平台看，传统电商价格力竞争激烈，多多有一定品牌基础后加入618战局，抖音重视拉新，快手完善营销策略。</strong>阿里强调内容与价格力并加大用户投入，<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>强调天天低价和开放生态，<span href=\"http://quote.eastmoney.com/unify/r/105.PDD\" target=\"_blank\" web=\"1\">拼多多</span>加大百亿补贴力度巩固平台低价心智，抖音注重拉<a href=\"https://laohu8.com/S/5CN.SI\">新和</a>货架场扶持，快手重点完善直播间大牌大补和预售等各项玩法。<strong>2）商家和消费者角度看，各个平台大力扶持中小商家有利于商家降本降费，对价格力的强调将加快商家分化，供应链能力强的商家优势更加明显，长期看利于消费者“多快好省”价值的满足。3）分行业看，疫情结束后大众出行频次提升，可选消费复苏明显，利于大促爆发。</strong>预计服装配饰、化妆品、户外运动将迎来爆发，阿里、抖快等强可选消费心智平台主要受益。</p> <p>　　<strong>平台GMV增速看，大盘复苏有望带动各平台GMV增速回暖，预计阿里<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>份额受到集团导向调整影响小幅下降，多多抖快分额有望继续提升。</strong>阿里京东均处于战略和组织调整期（阿里向内容化转型，京东向“多”和“省”转型），预计调整期间GMV增速受到一定影响；<span href=\"http://quote.eastmoney.com/unify/r/105.PDD\" target=\"_blank\" web=\"1\">拼多多</span>“省”的心智贴合消费趋势，预计仍将保持高速增长；抖快流量充裕，直播形式更有利于商品展现与卖点传达，预计抖快在618将继续增长。</p> <p>　　<strong>平台收入与利润角度看，我们认为免佣政策将扩大参与大促商家数量，平台广告竞价将更加激烈，有利于各平台收入提升；传统电商费用投入与用户增长的优先级密切相关，对价格力的强调对平台销售费用影响较低，主要依靠商家降价实现。</strong>我们认为各平台针对中小商家的免佣会扩大参与大促商家数量，品牌是大促投放和产量<span>主力</span>，增加的商家商品会对品牌有分流作用，为了实现销售目标品牌会加大广告投入，预计对中小商家的减佣将被品牌追加的广告收入完全抵消；费用端看，传统电商外部引流和对最低价的强调会耗费平台销售费用，结合平台今年主要目标看，我们认为阿里Q2销售费率将同比小幅上提，主要原因是淘宝App是流量消耗平台，平台加大对用户的投入需要大量投放站外广告引流；京东销售费用有望持平，主要原因是平台侧重点集中在开放生态和“省”（主要依靠商家降价实现）上，拉新优先级较低；拼多多销售费用提升但费率下降，平台应对外部竞争态度积极，但平台规模快速扩张带来的规模效应推动费率降低；抖快收入继续快速提升，费用集中在对货架场的扶持和拉新上，预计抖音电商销售费用有所提升，快手电商销售费率有望持平。</p> <center><img src=\"https://np-newsimg.dfcfw.com/download/D25332752274044285188_w1080h390.jpg\" width=\"100%\"/></center><center><img src=\"https://np-newsimg.dfcfw.com/download/D25582278748815271185_w1080h332.jpg\" width=\"100%\"/></center><center><img src=\"https://np-newsimg.dfcfw.com/download/D24969393469127787426_w1080h588.jpg\" width=\"100%\"/></center><p>　　<strong>平台节奏：传统电商活动节奏基本固定，抖快相比去年节奏更加清晰</strong></p> <p>　　1）天猫京东大促体系成熟，已形成“蓄水-爆发-品类专场-再蓄水-爆发”的标准活动流程，今年节奏与去年基本一致，值得一提的是，为了强调低价心智，淘天集团中小企业发展中心成立后首次为淘宝中小商家举办“淘宝好物节”，为中小品牌商家提供流量曝光和成交机会；2）拼多多坚持天天都是低价策略，618节奏较为平缓，4月启动“数码家电消费季”，为消费者提供“天天都是618”的消费体验；3）抖快今年“蓄水-爆发”的节奏感明显加强，开始时间相对较早，主要目的是提前抢占用户钱包份额。</p> <center><img src=\"https://np-newsimg.dfcfw.com/download/D24717157973662709615_w1080h398.jpg\" width=\"100%\"/></center><center><img src=\"https://np-newsimg.dfcfw.com/download/D25706011537309259489_w1080h366.jpg\" width=\"100%\"/></center><p>　　<strong>C端：平台撬动商家杠杆补贴用户，围绕低价的心智争夺仍在持续</strong></p> <p>　　<strong>1）传统电商大促玩法趋同，阿里京东发力直降场，拼多多加大满减补贴力度。</strong>今年618阿里京东均首次开启直降专场，用户不用凑单，一件到手价即为最低价，多多将满返迭代为满减玩法，向阿里京东看齐。<strong>2）直播电商玩法多样化，抖音重点做拉新。</strong>抖快今年完善了满减玩法和品牌会员运营，满减对货架场转化提升更有帮助，利于平台完善货架场布局；品牌运营工具可帮助品牌长期运营积累老客资源，利于平台提升<span>货币</span>化率。此外抖音加大新客补贴力度，大促集中释放用户网购需求，也是各个平台重要的拉新节点，我们推测抖音今年重点为拉新。<strong>3）补贴主体看，“跨店每满减”、“红包”和“消费券”等核心优惠均为商家自补，对平台费用支出影响有限。</strong></p> <center><img src=\"https://np-newsimg.dfcfw.com/download/D24846724892040417993_w1080h409.jpg\" width=\"100%\"/></center><center><img src=\"https://np-newsimg.dfcfw.com/download/D24766298582777298440_w1080h211.jpg\" width=\"100%\"/></center><p>　　<strong>B端：平台更加强调费用减免与流量扶持，直播场货架场逐步融合</strong></p> <p>　　<strong>1）<span>资金流</span>看，淘系京东抖音大力扶持中小商家，京东抖音开启长期降佣免佣政策。</strong>疫情结束后仅阿里京东提供商家<span>信贷</span>支持，京东信贷<span>利率</span>折扣力度下降；所有平台（除拼多多外）今年618普遍下调佣金广告费率，不同于以往大促期间阶段性下调，京东、抖音费率减免是长期性的，京东主要为了引入第三方商家丰富平台生态，抖音主要为了引导商家提高货架场的成交占比，淘系为了打造价格力对全网低价商品免佣；<strong>2）流量支持看，今年所有平台均强调流量扶持力度，货架和直播场融合加速，预计各平台买量成本有所提升。</strong>我们认为主要为了吸引商家加大大促期间对本平台的商品库存和预算分配，在场域上我们发现货架场内容场逐步融合，淘天集团CEO戴珊强调“未来的电商平台，同时就是最好的内容平台”，抖音电商总裁魏雯雯宣布“2023年将投入100亿元现金扶持助力商家做好货架生意”；<strong>3）物流扶持看，疫情结束后平台逐步降低大促物流扶持力度，天猫/抖音持续推进送货上门费用减免/运费险补贴以提升用户体验。</strong></p> <center><img src=\"https://np-newsimg.dfcfw.com/download/D24832719219515325497_w1080h582.jpg\" width=\"100%\"/></center><p>　　<strong>投资建议</strong></p> <p>　　<strong>我们在电商板块的推荐顺序是<span href=\"http://quote.eastmoney.com/unify/r/106.BABA\" target=\"_blank\" web=\"1\">阿里巴巴</span>（买入）、拼多多（买入），建议关注未上市的抖音集团。</strong>618带动线上消费持续回暖，阿里核心类目服饰等将迎来强劲复苏，预计阿里二季度GMV增速转正，推荐关注<span href=\"http://quote.eastmoney.com/unify/r/106.BABA\" target=\"_blank\" web=\"1\">阿里巴巴</span>；拼多多4月新增联席CEO负责国内业务和供应链，618投入有所加大，预计多多Q2仍将高速增长，推荐关注拼多多；目前抖音电商GMV增速最快，处于快速成长阶段，建议关注未上市的抖音集团。</p><p>（文章来源：<span><a href=\"https://laohu8.com/S/002736\">国信证券</a></span><span></span>）</p> </div></body></html>","source":"eastmoney_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>机构：618带动线上消费持续回暖 推荐顺序是阿里、拼多多</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机构：618带动线上消费持续回暖 推荐顺序是阿里、拼多多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-06 08:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.eastmoney.com/news/1797,202306062742824832.html><strong>国信证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事项 　　2023年电商618大促于5月底开启。 　　国信互联网观点：1）618概览：预计各平台618 GMV表现分化，用户投入加大可能带动阿里销售费率小幅提升。分平台看，传统电商价格力竞争激烈，多多有一定品牌基础后加入618战局，抖音重视拉新，快手完善营销策略。商家与消费者角度看，各个平台加强对品牌维护并大力扶持中小商家，对价格力的强调将加快商家分化，供应链能力强的商家优势更加明显，利于消费者“...</p>\n\n<a href=\"http://hk.eastmoney.com/news/1797,202306062742824832.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159725":"线上消费","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BK4505":"高瓴资本持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4504":"桥水持仓","BK4122":"互联网与直销零售","BK4548":"巴美列捷福持仓","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0048580855.USD":"富达大中华区A","BK4531":"中概回港概念","BK4553":"喜马拉雅资本持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) 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USD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4503":"景林资产持仓","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC"},"source_url":"http://hk.eastmoney.com/news/1797,202306062742824832.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2341645007","content_text":"事项 　　2023年电商618大促于5月底开启。 　　国信互联网观点：1）618概览：预计各平台618 GMV表现分化，用户投入加大可能带动阿里销售费率小幅提升。分平台看，传统电商价格力竞争激烈，多多有一定品牌基础后加入618战局，抖音重视拉新，快手完善营销策略。商家与消费者角度看，各个平台加强对品牌维护并大力扶持中小商家，对价格力的强调将加快商家分化，供应链能力强的商家优势更加明显，利于消费者“多快好省”价值的满足。分行业看，疫情结束后大众出行频次提升，可选消费复苏明显，利于大促爆发。2）618平台份额及利润预测：平台GMV增速看，大盘回暖有望带动各平台GMV增速回暖，预计阿里京东份额受到集团导向调整的影响小幅下降，多多抖快份额有望继续上涨。平台收入与利润角度看，我们认为对中小商家的免佣政策会分流品牌，将撬动品牌商家的广告投入，有利于各平台收入提升，各家费用投入将与用户增长的优先级成密切相关，对价格力的强调主要依靠商家降价实现，对平台销售费用影响低。3）618具体筹备情况：平台活动节奏看，传统电商活动节奏基本固定，抖快相比去年节奏更加清晰；用户侧看，平台撬动商家杠杆补贴用户，围绕低价的心智争夺仍在持续；商家侧看，平台更加强调费用减免与流量扶持，直播场货架场逐步融合。4）投资建议：我们在电商板块的推荐顺序是阿里巴巴（买入）、拼多多（买入），建议关注未上市的抖音集团。 　　评论 　　概览：预计各平台618的GMV表现分化，用户投入加大可能带动阿里销售费率小幅提升 　　整体情况：1）分平台看，传统电商价格力竞争激烈，多多有一定品牌基础后加入618战局，抖音重视拉新，快手完善营销策略。阿里强调内容与价格力并加大用户投入，京东强调天天低价和开放生态，拼多多加大百亿补贴力度巩固平台低价心智，抖音注重拉新和货架场扶持，快手重点完善直播间大牌大补和预售等各项玩法。2）商家和消费者角度看，各个平台大力扶持中小商家有利于商家降本降费，对价格力的强调将加快商家分化，供应链能力强的商家优势更加明显，长期看利于消费者“多快好省”价值的满足。3）分行业看，疫情结束后大众出行频次提升，可选消费复苏明显，利于大促爆发。预计服装配饰、化妆品、户外运动将迎来爆发，阿里、抖快等强可选消费心智平台主要受益。 　　平台GMV增速看，大盘复苏有望带动各平台GMV增速回暖，预计阿里京东份额受到集团导向调整影响小幅下降，多多抖快分额有望继续提升。阿里京东均处于战略和组织调整期（阿里向内容化转型，京东向“多”和“省”转型），预计调整期间GMV增速受到一定影响；拼多多“省”的心智贴合消费趋势，预计仍将保持高速增长；抖快流量充裕，直播形式更有利于商品展现与卖点传达，预计抖快在618将继续增长。 　　平台收入与利润角度看，我们认为免佣政策将扩大参与大促商家数量，平台广告竞价将更加激烈，有利于各平台收入提升；传统电商费用投入与用户增长的优先级密切相关，对价格力的强调对平台销售费用影响较低，主要依靠商家降价实现。我们认为各平台针对中小商家的免佣会扩大参与大促商家数量，品牌是大促投放和产量主力，增加的商家商品会对品牌有分流作用，为了实现销售目标品牌会加大广告投入，预计对中小商家的减佣将被品牌追加的广告收入完全抵消；费用端看，传统电商外部引流和对最低价的强调会耗费平台销售费用，结合平台今年主要目标看，我们认为阿里Q2销售费率将同比小幅上提，主要原因是淘宝App是流量消耗平台，平台加大对用户的投入需要大量投放站外广告引流；京东销售费用有望持平，主要原因是平台侧重点集中在开放生态和“省”（主要依靠商家降价实现）上，拉新优先级较低；拼多多销售费用提升但费率下降，平台应对外部竞争态度积极，但平台规模快速扩张带来的规模效应推动费率降低；抖快收入继续快速提升，费用集中在对货架场的扶持和拉新上，预计抖音电商销售费用有所提升，快手电商销售费率有望持平。 　　平台节奏：传统电商活动节奏基本固定，抖快相比去年节奏更加清晰 　　1）天猫京东大促体系成熟，已形成“蓄水-爆发-品类专场-再蓄水-爆发”的标准活动流程，今年节奏与去年基本一致，值得一提的是，为了强调低价心智，淘天集团中小企业发展中心成立后首次为淘宝中小商家举办“淘宝好物节”，为中小品牌商家提供流量曝光和成交机会；2）拼多多坚持天天都是低价策略，618节奏较为平缓，4月启动“数码家电消费季”，为消费者提供“天天都是618”的消费体验；3）抖快今年“蓄水-爆发”的节奏感明显加强，开始时间相对较早，主要目的是提前抢占用户钱包份额。 　　C端：平台撬动商家杠杆补贴用户，围绕低价的心智争夺仍在持续 　　1）传统电商大促玩法趋同，阿里京东发力直降场，拼多多加大满减补贴力度。今年618阿里京东均首次开启直降专场，用户不用凑单，一件到手价即为最低价，多多将满返迭代为满减玩法，向阿里京东看齐。2）直播电商玩法多样化，抖音重点做拉新。抖快今年完善了满减玩法和品牌会员运营，满减对货架场转化提升更有帮助，利于平台完善货架场布局；品牌运营工具可帮助品牌长期运营积累老客资源，利于平台提升货币化率。此外抖音加大新客补贴力度，大促集中释放用户网购需求，也是各个平台重要的拉新节点，我们推测抖音今年重点为拉新。3）补贴主体看，“跨店每满减”、“红包”和“消费券”等核心优惠均为商家自补，对平台费用支出影响有限。 　　B端：平台更加强调费用减免与流量扶持，直播场货架场逐步融合 　　1）资金流看，淘系京东抖音大力扶持中小商家，京东抖音开启长期降佣免佣政策。疫情结束后仅阿里京东提供商家信贷支持，京东信贷利率折扣力度下降；所有平台（除拼多多外）今年618普遍下调佣金广告费率，不同于以往大促期间阶段性下调，京东、抖音费率减免是长期性的，京东主要为了引入第三方商家丰富平台生态，抖音主要为了引导商家提高货架场的成交占比，淘系为了打造价格力对全网低价商品免佣；2）流量支持看，今年所有平台均强调流量扶持力度，货架和直播场融合加速，预计各平台买量成本有所提升。我们认为主要为了吸引商家加大大促期间对本平台的商品库存和预算分配，在场域上我们发现货架场内容场逐步融合，淘天集团CEO戴珊强调“未来的电商平台，同时就是最好的内容平台”，抖音电商总裁魏雯雯宣布“2023年将投入100亿元现金扶持助力商家做好货架生意”；3）物流扶持看，疫情结束后平台逐步降低大促物流扶持力度，天猫/抖音持续推进送货上门费用减免/运费险补贴以提升用户体验。 　　投资建议 　　我们在电商板块的推荐顺序是阿里巴巴（买入）、拼多多（买入），建议关注未上市的抖音集团。618带动线上消费持续回暖，阿里核心类目服饰等将迎来强劲复苏，预计阿里二季度GMV增速转正，推荐关注阿里巴巴；拼多多4月新增联席CEO负责国内业务和供应链，618投入有所加大，预计多多Q2仍将高速增长，推荐关注拼多多；目前抖音电商GMV增速最快，处于快速成长阶段，建议关注未上市的抖音集团。（文章来源：国信证券）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185427500392632,"gmtCreate":1686309609342,"gmtModify":1686309611252,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20230915 116.67 CALL\">$TSLA 20230915 116.67 CALL$&nbsp;</a>在那个最艰难的时刻，我支持了它。现在报我以歌","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20230915 116.67 CALL\">$TSLA 20230915 116.67 CALL$&nbsp;</a>在那个最艰难的时刻，我支持了它。现在报我以歌","text":"$TSLA 20230915 116.67 CALL$ 在那个最艰难的时刻，我支持了它。现在报我以歌","images":[{"img":"https://static.tigerbbs.com/ad9286a0e93402ccfebab19027626dad","width":"1179","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/185427500392632","isVote":1,"tweetType":1,"viewCount":3808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3531893355697109","authorId":"3531893355697109","name":"MURPHY是只黑天鹅","avatar":"https://static.tigerbbs.com/df1d59e2d3198eb5fc62a82cd4ef7177","crmLevel":2,"crmLevelSwitch":1,"idStr":"3531893355697109","authorIdStr":"3531893355697109"},"content":"是不是实现财富自由了","text":"是不是实现财富自由了","html":"是不是实现财富自由了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":610723405,"gmtCreate":1648790708667,"gmtModify":1648790708667,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"你好","listText":"你好","text":"你好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610723405","repostId":"1175665633","repostType":4,"repost":{"id":"1175665633","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648774982,"share":"https://www.laohu8.com/m/news/1175665633?lang=&edition=full","pubTime":"2022-04-01 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09:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n富时中国A50指数期货在上一交易日夜盘收跌0.64%的基础上低开，现跌0.67%。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175665633","content_text":"富时中国A50指数期货在上一交易日夜盘收跌0.64%的基础上低开，现跌0.67%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632186986,"gmtCreate":1646297194814,"gmtModify":1646297194814,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"这跟sea有什么关系。ner做的不好","listText":"这跟sea有什么关系。ner做的不好","text":"这跟sea有什么关系。ner做的不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632186986","repostId":"2216170339","repostType":2,"repost":{"id":"2216170339","kind":"highlight","pubTimestamp":1646263305,"share":"https://www.laohu8.com/m/news/2216170339?lang=&edition=full","pubTime":"2022-03-03 07:21","market":"hk","language":"zh","title":"苹果官宣下周举行今年首场发布会，5G iPhone SE等有望亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2216170339","media":"华尔街见闻","summary":"有望北京时间3月9日凌晨发布的iPhone SE 3将是苹果史上最平价的5G iPhone，将升级芯片、可能用A15。苹果还可能3月发布搭载A15芯片的新版iPad Air和采用苹果芯片的新款Mac。","content":"<html><head></head><body><p>美东时间3月2日周三，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司宣布，将于美西时间3月8日下周二上午10点整（北京时间3月9日下周三凌晨2点）开始举行今年首场新品发布会。</p><p>本次春季发布会是苹果自去年10月后首次举行的发布会，仍然在线上播出，可在苹果自己的网站和苹果的YouTube频道观看，苹果设备的用户也可直接通过苹果电视机顶盒Apple TV的App观看。自2020年3月美国爆发新冠疫情以来，苹果一直这样举行线上发布会。</p><p><img src=\"https://static.tigerbbs.com/3ac28e3bd8e7f26a5665dde12f3c9e2c\" tg-width=\"800\" tg-height=\"459\" referrerpolicy=\"no-referrer\"/></p><p>和往届发布会一样，苹果并未提前透露今年3月的发布会将有哪些新品亮相，只是提供了一个宣传语“Peek performance”。不过，外界普遍预期，这次苹果将推出支持5G技术的第三代iPhone SE——iPhone SE 3，它将是苹果史上最平价的5G iPhone，也将是2020年春季以来首次更新的iPhone SE版本。</p><p>今年1月华尔街见闻文章提到，有消息人士称，苹果将在今年春季的发布会上发布新款iPhone SE。还有显示屏行业消息人士Ross Young透露，苹果的供应商将从1月开始为iPhone SE 3生产显示面板，该手机可能会在3月开始最终组装，可能4月下半月或5月初发货。</p><p>据去年日本媒体消息，iPhone SE 3预计将采用与当前iPhone SE相同的外观设计，依然搭载4.7英寸显示屏、有Home键和指纹识别功能Touch ID，将配备与iPhone 13相同的苹果自研A15仿生芯片。但有中国台湾媒体称，iPhone SE 3搭载的不是A15，而是和iPhone 12系列相同的升级版A14芯片。</p><p>今年1月有媒体透露，除了iPhone SE 3，苹果还将在今春发布会上推出新版本的iPad Air，可能会采用iPhone 13的A15芯片，与去年推出的iPad mini相似。虽然距离上次iPad Pro升级已有一周年，但苹果大概率不会推出iPad Pro的新机型，可能会在秋季发布会新机，可能搭载M2芯片和无线充电。</p><p>最近媒体称，苹果可能在3月发布会上发布新的iPhone软件版本iOS 15.4，将为用户提供多个新的功能，比如可选择在戴口罩的情况下用面部识别方式解锁设备、在无需增加硬件帮助的情况下接受以无实物接触方式进行信用卡付款。还有消息人士称，苹果3月可能发布搭载苹果自研芯片的一些新款Mac电脑，包括入门级的13英寸MacBook Pro，以及配置M1 Pro和M1 Max芯片的Mac mini。</p><p>华尔街见闻此前文章指出，苹果通常会在每年春季发布会时发布之前已有但不是旗舰产品的新硬件；在夏季发布会时发布新软件；秋季发布会时会发布其旗舰产品的新硬件。这一战略背后主要有两个原因：</p><ul><li>一是在硬件准备发布之前，苹果需要先制定软件，当客户和开发人员看到夏季旧设备使用的软件情况后，可以根据客户反馈订制秋季发布的最新硬件产品的软件设施。</li><li>二是资金方面，秋季发布会所发布的产品可以大大提高苹果第四季度的销售收入。</li></ul></body></html>","source":"wallstreetcn_api","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>苹果官宣下周举行今年首场发布会，5G iPhone SE等有望亮相</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{ 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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苹果官宣下周举行今年首场发布会，5G iPhone SE等有望亮相\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 07:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3653244><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间3月2日周三，苹果公司宣布，将于美西时间3月8日下周二上午10点整（北京时间3月9日下周三凌晨2点）开始举行今年首场新品发布会。本次春季发布会是苹果自去年10月后首次举行的发布会，仍然在线上播出，可在苹果自己的网站和苹果的YouTube频道观看，苹果设备的用户也可直接通过苹果电视机顶盒Apple TV的App观看。自2020年3月美国爆发新冠疫情以来，苹果一直这样举行线上发布会。和往届...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3653244\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3ac28e3bd8e7f26a5665dde12f3c9e2c","relate_stocks":{"BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4085":"互动家庭娱乐","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","SE":"Sea 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13相同的苹果自研A15仿生芯片。但有中国台湾媒体称，iPhone SE 3搭载的不是A15，而是和iPhone 12系列相同的升级版A14芯片。今年1月有媒体透露，除了iPhone SE 3，苹果还将在今春发布会上推出新版本的iPad Air，可能会采用iPhone 13的A15芯片，与去年推出的iPad mini相似。虽然距离上次iPad Pro升级已有一周年，但苹果大概率不会推出iPad Pro的新机型，可能会在秋季发布会新机，可能搭载M2芯片和无线充电。最近媒体称，苹果可能在3月发布会上发布新的iPhone软件版本iOS 15.4，将为用户提供多个新的功能，比如可选择在戴口罩的情况下用面部识别方式解锁设备、在无需增加硬件帮助的情况下接受以无实物接触方式进行信用卡付款。还有消息人士称，苹果3月可能发布搭载苹果自研芯片的一些新款Mac电脑，包括入门级的13英寸MacBook Pro，以及配置M1 Pro和M1 Max芯片的Mac mini。华尔街见闻此前文章指出，苹果通常会在每年春季发布会时发布之前已有但不是旗舰产品的新硬件；在夏季发布会时发布新软件；秋季发布会时会发布其旗舰产品的新硬件。这一战略背后主要有两个原因：一是在硬件准备发布之前，苹果需要先制定软件，当客户和开发人员看到夏季旧设备使用的软件情况后，可以根据客户反馈订制秋季发布的最新硬件产品的软件设施。二是资金方面，秋季发布会所发布的产品可以大大提高苹果第四季度的销售收入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826619668,"gmtCreate":1634011803478,"gmtModify":1634011803478,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"这样比有意义吗？人家一万到一百万，用了多久？","listText":"这样比有意义吗？人家一万到一百万，用了多久？","text":"这样比有意义吗？人家一万到一百万，用了多久？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826619668","repostId":"2174909415","repostType":2,"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826635293,"gmtCreate":1634011333792,"gmtModify":1634011333792,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"骗钱骗到这里来了……","listText":"骗钱骗到这里来了……","text":"骗钱骗到这里来了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826635293","repostId":"2174189464","repostType":2,"repost":{"id":"2174189464","kind":"highlight","weMediaInfo":{"introduction":"豆虫财经，一级市场严肃财经媒体。创始人为中国VC/PE领域资深媒体人韦亚军，韦先生曾任职于知名第三方股权投资服务机构“ChinaVenture投中集团”，拥有数十万一级市场忠实读者。","home_visible":1,"media_name":"PE星球","id":"64","head_image":"https://static.tigerbbs.com/bfa256314ee44b7a936a419139ccb466"},"pubTimestamp":1633998780,"share":"https://www.laohu8.com/m/news/2174189464?lang=&edition=full","pubTime":"2021-10-12 08:33","market":"fut","language":"zh","title":"我在阿里月薪5万，结果看了拼多多黄峥一句话，一夜没睡","url":"https://stock-news.laohu8.com/highlight/detail?id=2174189464","media":"PE星球","summary":"可在阿里的这几年，和我想的却一点儿也不一样。后来在朋友拉的一个饭局上，我认识了老李，他对我的想法很感兴趣。这顿饭吃了快5个小时，我们聊得都很开心，快到结束的时候，老李问我，“如果你明天就要死了，你是想做这件事，还是痛痛快快地玩一天？”我会说我崇拜黄峥，说出我信仰的那句话，然后媒体就会说我是“社区团购界的黄峥”。三个多月过去了，产品终于上线了，感觉要有一大堆的好事发生了！","content":"<html><body><div>\n<p><strong><strong><span><strong><span>“首席投资官<strong><span>”</span></strong>旗下新媒体平台，原“中国私募股权投资”</span></strong></span></strong></strong></p><blockquote><p><span><strong><span>每日分享PE/VC行业最权威新闻资讯</span></strong></span></p><p><span>来源：以太创服</span></p><p><span>（ID：xuetang2014）</span></p><p><span>作者：Rachi</span></p></blockquote><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/925833825fed417a9c0353eb907d48b7\" ui=\"\" visible=\"\" yahei=\"\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>“有平常心，踏踏实实做好我该做的事情，努力成为我同一代人里面最靠谱的那一个。”</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>黄峥说的。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>他把一家公司做到4500亿只用了不到5年，所以我信他的长期主义，不追风口、不投机，做时间的朋友。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>从两年前创业开始，我一直把他的话当做信仰，但如今，我动摇了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>我信奉的长期主义，真的对吗？</span></strong></span></p><p hm_fix=\"318:198\">一、普通人与不普通的梦</p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我出生在一个三线小城市，普通的家庭，我考了个普通大学，毕业后在一家普通的互联网公司工作。一切都是那么普通。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>但我不甘心就这么普通。我下班看书，周末参加各种活动，各种大佬的文章我每一篇都不错过。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>黄峥在公众号一共写了9篇文章，他写过的每一个字我都很熟悉。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>好在皇天不负有心人，3年后我终于去了阿里。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>可在阿里的这几年，和我想的却一点儿也不一样。</span></p><p><img src=\"https://static.tigerbbs.com/417dca5897b84d1ca8db0b2d57a79974\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>刚开始还有点新鲜劲儿，可时间长了，我发现我终究是个工具人。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>一个声音告诉我，我拥有的已经够多了，公司一日三餐全有，每个月拿几十k，年底小几十万的年终奖。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>这已经是不知道多少人羡慕的生活了，可总有一个声音在耳边回响：<strong>真的就这样了吗？你就只能到这种程度了吗？</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>其实我有个idea想了很久了，我想做一个社区团购的业务，一个可以让十亿人使用的产品。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/535b6887e22e4adfb11ea5b7a5e3eabd\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>只要这个产品做成了，就一切都不用发愁了。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>但做这件事，至少需要上百万的启动资金，我始终不敢拿出全部身家性命去赌这一局。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>后来在朋友拉的一个饭局上，我认识了老李，他对我的想法很感兴趣。后来他单独约我吃了个饭，认真聊了聊这个事儿。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>这顿饭吃了快5个小时，我们聊得都很开心，快到结束的时候，老李问我，<strong>“如果你明天就要死了，你是想做这件事，还是痛痛快快地玩一天？”</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>“</span><span>那当然是想做这件事，只是一天的时间，只够我画一张产品图的。</span><span>”我说。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>“那我投你100万，占股10%，如果你觉得可以的话，就准备招人做吧！”老李说。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>那一刻，我简直不敢相信。但隔天老李就找我我签投资意向书。</span></p><p hm_fix=\"318:198\">二、希望，是最昂贵的礼物</p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>第三天我就提了离职。开始租办公室，找合伙人，招技术，一边招人一边开始开发产品。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我们反复讨论、修改、推进，打翻、重来，熬了很多个夜。那段时间虽然很苦，但觉得很充实。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>“每一天醒来，都是被梦想叫醒的”。</span><strong><span>这样的鸡汤在那个时候却一点儿也不矫情，每天吃泡面也能吃出巨大的幸福感。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/627cf5bca0004ea8b54445602f2c7936\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>有时候我就想，等我的产品一上线，就能在朋友圈刷屏，风靡全网，我一夜成名，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>、创业邦，各种媒体都找我采访。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>我会说我崇拜黄峥，说出我信仰的那句话，然后媒体就会说我是“社区团购界的黄峥”。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>三个多月过去了，产品终于上线了，感觉要有一大堆的好事发生了！</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>可谁知，真正的噩梦才刚刚开始。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>刚开始我们花钱做了很多媒体推广，数据非常好，但好景不长，很快就急转直下。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>当时我和大家说，没关系，这个阶段只要让足够多的用户知道我们，把数据跑出来就可以去融下一轮，到时候我们再优化。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>可我的合伙人却极力反对，他说数据这么差，说明你的想法就是一坨屎，要按这个情况烧下去，过不了几天公司就会被你耗死。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>创业以来，我在这个时候才感受到了真正的压力。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/183e599948444006988328d66b0896be\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>每天都有大量的事情要我拿主意，那么多人都盯着我。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>这个决定要是做对了，大家觉得那是我本来就该做的，可要是做错了呢？怎么办？有谁能帮我挡一刀。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>推广效果不好，我当初设想的很多事情并没跑起来，我能感觉到有哪里不对，但就是不知道问题出在哪。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>原来，创业最难的不是开始，也不是结束，而是做到一大半的时候发现事情远远不像开始时那么理想，又没有糟糕到需要果断结束的地步。 </span></strong></span></p><p hm_fix=\"318:198\">三、破碎和重生</p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>然后有一天，有朋友给我介绍了一位创业成功的老前辈。面对老前辈，我像个小学生一样，描述了创业一路走来的故事。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>很惊奇的是，前辈居然赞美了我的产品，他说：</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>“其实你选的创业方向特别好，只是你的聪明没用对地方。当年我和你一样，看了那么多创业鸡汤，还不是被虐成落汤鸡，打了那么多创业鸡血，还不是被打得血淋淋。”</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我顿时被戳中。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>他接着说：“我们那个年代，都是自己摸着石头过河，没啥经验可以学的，我刚开始失败了好几回，后来我才发现，创业这东西，有很多东西都是有标准解法的。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>这么说吧，就像学音乐和美术一样，最开始的基本功是有确定的方法论的，这些方法可以让我们迅速的做到60分。60分以上的部分，才谈得上拼天分、格局和决策力。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>临走的时候，前辈给我发了我一个链接，还说：</span><strong><span>“我们这些人烧了很多很多钱得到的确定的创业理论，如果你能提前学到，就没必要自己去摸索啊。”</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我像抓住了救命稻草一样，立刻开始学习链接的课程。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>没过几天，我豁然开朗。之前那种感觉不对劲，但是说不出来问题在哪的憋屈感全消失了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>一个个问题清晰的摆在了面前，我知道了错在哪里 ，知道了在烧钱烧破产之前我应该在哪里用力了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>黄峥没有错，是我之前做错了。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我带着团队，按照课程里面讲的框架，开始一点点儿调整自己的业务。我放佛回到了创业的最初期，每天朝气满满。只是我已经不再是当初的那个我。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>我心里装着地图，不再指望运气，我知道我在做什么，知道错在哪里，知道优化的区间在哪里。我越来越笃定，越来越脚踏实地。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>3个月过去了，一直到最近，业务问题全都理清楚了，大问题都解决了，小问题在优化。合伙人的态度也拐了个180°的大弯，很多事都会尽力想着帮我去实现，而不是否定我。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>用户量在指数型上升，我忙着招人、换更大的办公室。</span></span><strong><span>今年年初，我发现整个业务不仅开始赚钱了，上个月还盈利了74万。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>按现在的增长情况，就算我不再做新的事情，到年底也能盈利300多万。很多投资人都约我，想投我的项目。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>所以我特别想把前辈给我的这份秘籍推荐给你，说它让我的公司起死回生真的毫不过分。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>报名参加 <strong>以太一堂丨创业复盘训练营</strong> ，发现跟着高手学习其实很容易，6天就能快速进入高手的状态，开始调整自己的业务。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/49030eaa6088431db65e67592649dc09\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span></span><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">此次 </span><strong arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>以太一堂</span></strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"> 推荐：</span><strong arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>创业复盘训练营</span></strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">。为大家争取到了</span><strong arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>100个优惠名额。</span></strong><span></span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\">课程市场价199</span>元<strong border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\"></strong></span><strong border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\"></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>前100名</strong></span><span>仅需</span><em><span><strong>8.9</strong></span></em><span>元</span></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\">不到一本书的钱</span></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\">获得<span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Top1</span><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">%</span>创业者的创业心法</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">打破困局，扫码即刻开始👆</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">现在报名还能额外获得</span><strong><span>「创业者技能树」</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8427d79e6af24f7cb23e457ca864e5a5\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋张一鸣天使投资人、<a href=\"https://laohu8.com/S/XNET\">迅雷</a>创始人授课</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>以太是一线的投融资机构，已为1800+ 项目完成融资，融资总额逾 300 亿人民币。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>而周子敬就是以太的CEO，也是张一鸣的天使投资人。程浩老师是迅雷的创始人。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>课程中的大部分内容都是他们近期才公开对外讲。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/2f770ddf4b1e4204abed3e1d4ce6901e\" ui=\"\" visible=\"\" yahei=\"\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋有潜力的项目直推以太投资团队</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>以太的CEO周子敬，</span><span><strong>会不定期地看大家的作业、学籍信息，找适合的项目进行投资。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>而且我们每期也会找有潜力的项目，</span><span><strong>推给以太的投资团队。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/eb5627251644442b80047fc82d9724b6\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋实战派创业者分享，不用担心孤军奋战</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>一堂还会邀请一些有实力的创业者、投资人，围绕课程，分享一些他们的新认知，进一步帮助大家理解课程。   </span></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img height=\"auto\" src=\"https://static.tigerbbs.com/03c6a04af7de4852aaf5b451c66ed019\" width=\"2917\"/></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>（一线FA机构投资经理的分享）</span></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span> <span>       </span></span><img height=\"auto\" src=\"https://static.tigerbbs.com/f1185ad7fd394c84ac9cf8d946da012e\" width=\"2917\"/><span>（大家在群里探讨创业认知、如何面对失败）</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋不用担心没有创业经验，一边上班一边学</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>未来想创业，但现在还在上班，现在正是学的好时机。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>通过视频互动直播课，用真实案例，让你坐在创始人的位置上思考问题，这也是行业内首创。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>很多还在职场的小伙伴说，掌握了CEO的视角，不论是混职场、还是做副业，都有一种降维打击的快感。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋不用下载App，上下班路上就能学</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>课程采用全新的视频直播+音频录播的模式，充分照顾到每个人。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>视频直播轻松、效果好，音频课灵活、可以随时暂停，不占用整块时间。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋11000+创始人见证，学了就超值</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>每次课程结束，都会受到创始人的好评。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>很多人都说，早点听这个课，我就能省几十万、几百万。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>还有人说，这是他今年回报率几百倍的一笔投资，没什么投资比上这个课更值了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>大家的呼声是，早点遇到一堂就好了。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d152f64cc83844feb33c83e40dcce853\"/></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">（几乎每次结束课程，都能收到这样的评价）       </span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/e115d8ff319d40858f46b7341dbfbbe0\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">（创业以来花得让人偷笑的一笔钱）</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/4ad8005662084ade896f76e5a77a90c1\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">（对于创业者，这些课价值百万）</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>虽然很多同学说「早点遇到一堂就好了」，但这并不是一堂的初衷。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我们更希望的是，你但凡想过之后要创业，就来一堂学习，提前避开创业路上的坑。如果你已经在创业的路上了，那你肯定听过一句话叫<strong>「种一棵树最好的时间是十年前，其次是现在。」</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>早点遇到一堂，早点少踩坑。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>  </strong><strong>福利时间  </strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><span>前100名</span><span>仅需<em arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>8.9</strong></span></em><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">元</span><span></span></span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">不到一本书的钱</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">获得<span>Top1</span><span>%</span>创业者的创业心法</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">人生没有白走的路，每一步都算数👆</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>8.9元给自己一次打破困局的机会</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>点击阅读原文，一起来报名吧！</span></p>\n</div></body></html>","source":"weixin_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>我在阿里月薪5万，结果看了拼多多黄峥一句话，一夜没睡</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 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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我在阿里月薪5万，结果看了拼多多黄峥一句话，一夜没睡\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/64\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bfa256314ee44b7a936a419139ccb466);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">PE星球 </p>\n<p class=\"h-time\">2021-10-12 08:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><strong><strong><span><strong><span>“首席投资官<strong><span>”</span></strong>旗下新媒体平台，原“中国私募股权投资”</span></strong></span></strong></strong></p><blockquote><p><span><strong><span>每日分享PE/VC行业最权威新闻资讯</span></strong></span></p><p><span>来源：以太创服</span></p><p><span>（ID：xuetang2014）</span></p><p><span>作者：Rachi</span></p></blockquote><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/925833825fed417a9c0353eb907d48b7\" ui=\"\" visible=\"\" yahei=\"\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>“有平常心，踏踏实实做好我该做的事情，努力成为我同一代人里面最靠谱的那一个。”</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>黄峥说的。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>他把一家公司做到4500亿只用了不到5年，所以我信他的长期主义，不追风口、不投机，做时间的朋友。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>从两年前创业开始，我一直把他的话当做信仰，但如今，我动摇了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>我信奉的长期主义，真的对吗？</span></strong></span></p><p hm_fix=\"318:198\">一、普通人与不普通的梦</p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我出生在一个三线小城市，普通的家庭，我考了个普通大学，毕业后在一家普通的互联网公司工作。一切都是那么普通。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>但我不甘心就这么普通。我下班看书，周末参加各种活动，各种大佬的文章我每一篇都不错过。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>黄峥在公众号一共写了9篇文章，他写过的每一个字我都很熟悉。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>好在皇天不负有心人，3年后我终于去了阿里。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>可在阿里的这几年，和我想的却一点儿也不一样。</span></p><p><img src=\"https://static.tigerbbs.com/417dca5897b84d1ca8db0b2d57a79974\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>刚开始还有点新鲜劲儿，可时间长了，我发现我终究是个工具人。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>一个声音告诉我，我拥有的已经够多了，公司一日三餐全有，每个月拿几十k，年底小几十万的年终奖。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>这已经是不知道多少人羡慕的生活了，可总有一个声音在耳边回响：<strong>真的就这样了吗？你就只能到这种程度了吗？</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>其实我有个idea想了很久了，我想做一个社区团购的业务，一个可以让十亿人使用的产品。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/535b6887e22e4adfb11ea5b7a5e3eabd\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>只要这个产品做成了，就一切都不用发愁了。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>但做这件事，至少需要上百万的启动资金，我始终不敢拿出全部身家性命去赌这一局。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>后来在朋友拉的一个饭局上，我认识了老李，他对我的想法很感兴趣。后来他单独约我吃了个饭，认真聊了聊这个事儿。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>这顿饭吃了快5个小时，我们聊得都很开心，快到结束的时候，老李问我，<strong>“如果你明天就要死了，你是想做这件事，还是痛痛快快地玩一天？”</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>“</span><span>那当然是想做这件事，只是一天的时间，只够我画一张产品图的。</span><span>”我说。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>“那我投你100万，占股10%，如果你觉得可以的话，就准备招人做吧！”老李说。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>那一刻，我简直不敢相信。但隔天老李就找我我签投资意向书。</span></p><p hm_fix=\"318:198\">二、希望，是最昂贵的礼物</p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>第三天我就提了离职。开始租办公室，找合伙人，招技术，一边招人一边开始开发产品。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我们反复讨论、修改、推进，打翻、重来，熬了很多个夜。那段时间虽然很苦，但觉得很充实。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>“每一天醒来，都是被梦想叫醒的”。</span><strong><span>这样的鸡汤在那个时候却一点儿也不矫情，每天吃泡面也能吃出巨大的幸福感。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/627cf5bca0004ea8b54445602f2c7936\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>有时候我就想，等我的产品一上线，就能在朋友圈刷屏，风靡全网，我一夜成名，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>、创业邦，各种媒体都找我采访。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>我会说我崇拜黄峥，说出我信仰的那句话，然后媒体就会说我是“社区团购界的黄峥”。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>三个多月过去了，产品终于上线了，感觉要有一大堆的好事发生了！</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>可谁知，真正的噩梦才刚刚开始。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>刚开始我们花钱做了很多媒体推广，数据非常好，但好景不长，很快就急转直下。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>当时我和大家说，没关系，这个阶段只要让足够多的用户知道我们，把数据跑出来就可以去融下一轮，到时候我们再优化。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>可我的合伙人却极力反对，他说数据这么差，说明你的想法就是一坨屎，要按这个情况烧下去，过不了几天公司就会被你耗死。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>创业以来，我在这个时候才感受到了真正的压力。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/183e599948444006988328d66b0896be\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>每天都有大量的事情要我拿主意，那么多人都盯着我。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>这个决定要是做对了，大家觉得那是我本来就该做的，可要是做错了呢？怎么办？有谁能帮我挡一刀。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>推广效果不好，我当初设想的很多事情并没跑起来，我能感觉到有哪里不对，但就是不知道问题出在哪。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>原来，创业最难的不是开始，也不是结束，而是做到一大半的时候发现事情远远不像开始时那么理想，又没有糟糕到需要果断结束的地步。 </span></strong></span></p><p hm_fix=\"318:198\">三、破碎和重生</p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>然后有一天，有朋友给我介绍了一位创业成功的老前辈。面对老前辈，我像个小学生一样，描述了创业一路走来的故事。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>很惊奇的是，前辈居然赞美了我的产品，他说：</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>“其实你选的创业方向特别好，只是你的聪明没用对地方。当年我和你一样，看了那么多创业鸡汤，还不是被虐成落汤鸡，打了那么多创业鸡血，还不是被打得血淋淋。”</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我顿时被戳中。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>他接着说：“我们那个年代，都是自己摸着石头过河，没啥经验可以学的，我刚开始失败了好几回，后来我才发现，创业这东西，有很多东西都是有标准解法的。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>这么说吧，就像学音乐和美术一样，最开始的基本功是有确定的方法论的，这些方法可以让我们迅速的做到60分。60分以上的部分，才谈得上拼天分、格局和决策力。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>临走的时候，前辈给我发了我一个链接，还说：</span><strong><span>“我们这些人烧了很多很多钱得到的确定的创业理论，如果你能提前学到，就没必要自己去摸索啊。”</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我像抓住了救命稻草一样，立刻开始学习链接的课程。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>没过几天，我豁然开朗。之前那种感觉不对劲，但是说不出来问题在哪的憋屈感全消失了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>一个个问题清晰的摆在了面前，我知道了错在哪里 ，知道了在烧钱烧破产之前我应该在哪里用力了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>黄峥没有错，是我之前做错了。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我带着团队，按照课程里面讲的框架，开始一点点儿调整自己的业务。我放佛回到了创业的最初期，每天朝气满满。只是我已经不再是当初的那个我。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong><span>我心里装着地图，不再指望运气，我知道我在做什么，知道错在哪里，知道优化的区间在哪里。我越来越笃定，越来越脚踏实地。</span></strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>3个月过去了，一直到最近，业务问题全都理清楚了，大问题都解决了，小问题在优化。合伙人的态度也拐了个180°的大弯，很多事都会尽力想着帮我去实现，而不是否定我。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>用户量在指数型上升，我忙着招人、换更大的办公室。</span></span><strong><span>今年年初，我发现整个业务不仅开始赚钱了，上个月还盈利了74万。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>按现在的增长情况，就算我不再做新的事情，到年底也能盈利300多万。很多投资人都约我，想投我的项目。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>所以我特别想把前辈给我的这份秘籍推荐给你，说它让我的公司起死回生真的毫不过分。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>报名参加 <strong>以太一堂丨创业复盘训练营</strong> ，发现跟着高手学习其实很容易，6天就能快速进入高手的状态，开始调整自己的业务。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/49030eaa6088431db65e67592649dc09\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span></span><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">此次 </span><strong arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>以太一堂</span></strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"> 推荐：</span><strong arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>创业复盘训练营</span></strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">。为大家争取到了</span><strong arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>100个优惠名额。</span></strong><span></span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\">课程市场价199</span>元<strong border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\"></strong></span><strong border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\"></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>前100名</strong></span><span>仅需</span><em><span><strong>8.9</strong></span></em><span>元</span></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\">不到一本书的钱</span></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span border-box=\"\" break-word=\"\" microsoft=\"\" sans-serif=\"\" yahei=\"\">获得<span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Top1</span><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">%</span>创业者的创业心法</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">打破困局，扫码即刻开始👆</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">现在报名还能额外获得</span><strong><span>「创业者技能树」</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8427d79e6af24f7cb23e457ca864e5a5\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋张一鸣天使投资人、<a href=\"https://laohu8.com/S/XNET\">迅雷</a>创始人授课</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>以太是一线的投融资机构，已为1800+ 项目完成融资，融资总额逾 300 亿人民币。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>而周子敬就是以太的CEO，也是张一鸣的天使投资人。程浩老师是迅雷的创始人。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>课程中的大部分内容都是他们近期才公开对外讲。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/2f770ddf4b1e4204abed3e1d4ce6901e\" ui=\"\" visible=\"\" yahei=\"\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋有潜力的项目直推以太投资团队</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>以太的CEO周子敬，</span><span><strong>会不定期地看大家的作业、学籍信息，找适合的项目进行投资。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>而且我们每期也会找有潜力的项目，</span><span><strong>推给以太的投资团队。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/eb5627251644442b80047fc82d9724b6\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋实战派创业者分享，不用担心孤军奋战</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>一堂还会邀请一些有实力的创业者、投资人，围绕课程，分享一些他们的新认知，进一步帮助大家理解课程。   </span></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img height=\"auto\" src=\"https://static.tigerbbs.com/03c6a04af7de4852aaf5b451c66ed019\" width=\"2917\"/></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>（一线FA机构投资经理的分享）</span></p><p arial=\"\" auto=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span> <span>       </span></span><img height=\"auto\" src=\"https://static.tigerbbs.com/f1185ad7fd394c84ac9cf8d946da012e\" width=\"2917\"/><span>（大家在群里探讨创业认知、如何面对失败）</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋不用担心没有创业经验，一边上班一边学</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>未来想创业，但现在还在上班，现在正是学的好时机。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>通过视频互动直播课，用真实案例，让你坐在创始人的位置上思考问题，这也是行业内首创。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>很多还在职场的小伙伴说，掌握了CEO的视角，不论是混职场、还是做副业，都有一种降维打击的快感。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋不用下载App，上下班路上就能学</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>课程采用全新的视频直播+音频录播的模式，充分照顾到每个人。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>视频直播轻松、效果好，音频课灵活、可以随时暂停，不占用整块时间。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">▋11000+创始人见证，学了就超值</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>每次课程结束，都会受到创始人的好评。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>很多人都说，早点听这个课，我就能省几十万、几百万。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>还有人说，这是他今年回报率几百倍的一笔投资，没什么投资比上这个课更值了。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>大家的呼声是，早点遇到一堂就好了。</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d152f64cc83844feb33c83e40dcce853\"/></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">（几乎每次结束课程，都能收到这样的评价）       </span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/e115d8ff319d40858f46b7341dbfbbe0\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">（创业以来花得让人偷笑的一笔钱）</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/4ad8005662084ade896f76e5a77a90c1\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">（对于创业者，这些课价值百万）</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>虽然很多同学说「早点遇到一堂就好了」，但这并不是一堂的初衷。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我们更希望的是，你但凡想过之后要创业，就来一堂学习，提前避开创业路上的坑。如果你已经在创业的路上了，那你肯定听过一句话叫<strong>「种一棵树最好的时间是十年前，其次是现在。」</strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>早点遇到一堂，早点少踩坑。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>  </strong><strong>福利时间  </strong></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><span>前100名</span><span>仅需<em arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><strong>8.9</strong></span></em><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">元</span><span></span></span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">不到一本书的钱</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">获得<span>Top1</span><span>%</span>创业者的创业心法</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">人生没有白走的路，每一步都算数👆</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>8.9元给自己一次打破困局的机会</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>点击阅读原文，一起来报名吧！</span></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/020b53bf702732329c1e740b21a7e26b","relate_stocks":{"PDD":"拼多多"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU4MzMxMjMzOQ==&mid=2247517188&idx=1&sn=f5f08c29d7f543c37ba5bf211bfc2a1d&chksm=fda832b8cadfbbaedd6ff87fa8528c7b0cf3108bb70c126b90f63c348254ea8a19360916d8ec#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2174189464","content_text":"“首席投资官”旗下新媒体平台，原“中国私募股权投资”每日分享PE/VC行业最权威新闻资讯来源：以太创服（ID：xuetang2014）作者：Rachi“有平常心，踏踏实实做好我该做的事情，努力成为我同一代人里面最靠谱的那一个。”黄峥说的。他把一家公司做到4500亿只用了不到5年，所以我信他的长期主义，不追风口、不投机，做时间的朋友。从两年前创业开始，我一直把他的话当做信仰，但如今，我动摇了。我信奉的长期主义，真的对吗？一、普通人与不普通的梦我出生在一个三线小城市，普通的家庭，我考了个普通大学，毕业后在一家普通的互联网公司工作。一切都是那么普通。但我不甘心就这么普通。我下班看书，周末参加各种活动，各种大佬的文章我每一篇都不错过。黄峥在公众号一共写了9篇文章，他写过的每一个字我都很熟悉。好在皇天不负有心人，3年后我终于去了阿里。可在阿里的这几年，和我想的却一点儿也不一样。刚开始还有点新鲜劲儿，可时间长了，我发现我终究是个工具人。一个声音告诉我，我拥有的已经够多了，公司一日三餐全有，每个月拿几十k，年底小几十万的年终奖。这已经是不知道多少人羡慕的生活了，可总有一个声音在耳边回响：真的就这样了吗？你就只能到这种程度了吗？其实我有个idea想了很久了，我想做一个社区团购的业务，一个可以让十亿人使用的产品。只要这个产品做成了，就一切都不用发愁了。但做这件事，至少需要上百万的启动资金，我始终不敢拿出全部身家性命去赌这一局。后来在朋友拉的一个饭局上，我认识了老李，他对我的想法很感兴趣。后来他单独约我吃了个饭，认真聊了聊这个事儿。这顿饭吃了快5个小时，我们聊得都很开心，快到结束的时候，老李问我，“如果你明天就要死了，你是想做这件事，还是痛痛快快地玩一天？”“那当然是想做这件事，只是一天的时间，只够我画一张产品图的。”我说。“那我投你100万，占股10%，如果你觉得可以的话，就准备招人做吧！”老李说。那一刻，我简直不敢相信。但隔天老李就找我我签投资意向书。二、希望，是最昂贵的礼物第三天我就提了离职。开始租办公室，找合伙人，招技术，一边招人一边开始开发产品。我们反复讨论、修改、推进，打翻、重来，熬了很多个夜。那段时间虽然很苦，但觉得很充实。“每一天醒来，都是被梦想叫醒的”。这样的鸡汤在那个时候却一点儿也不矫情，每天吃泡面也能吃出巨大的幸福感。有时候我就想，等我的产品一上线，就能在朋友圈刷屏，风靡全网，我一夜成名，36氪、创业邦，各种媒体都找我采访。我会说我崇拜黄峥，说出我信仰的那句话，然后媒体就会说我是“社区团购界的黄峥”。三个多月过去了，产品终于上线了，感觉要有一大堆的好事发生了！可谁知，真正的噩梦才刚刚开始。刚开始我们花钱做了很多媒体推广，数据非常好，但好景不长，很快就急转直下。当时我和大家说，没关系，这个阶段只要让足够多的用户知道我们，把数据跑出来就可以去融下一轮，到时候我们再优化。可我的合伙人却极力反对，他说数据这么差，说明你的想法就是一坨屎，要按这个情况烧下去，过不了几天公司就会被你耗死。创业以来，我在这个时候才感受到了真正的压力。每天都有大量的事情要我拿主意，那么多人都盯着我。这个决定要是做对了，大家觉得那是我本来就该做的，可要是做错了呢？怎么办？有谁能帮我挡一刀。推广效果不好，我当初设想的很多事情并没跑起来，我能感觉到有哪里不对，但就是不知道问题出在哪。原来，创业最难的不是开始，也不是结束，而是做到一大半的时候发现事情远远不像开始时那么理想，又没有糟糕到需要果断结束的地步。 三、破碎和重生然后有一天，有朋友给我介绍了一位创业成功的老前辈。面对老前辈，我像个小学生一样，描述了创业一路走来的故事。很惊奇的是，前辈居然赞美了我的产品，他说：“其实你选的创业方向特别好，只是你的聪明没用对地方。当年我和你一样，看了那么多创业鸡汤，还不是被虐成落汤鸡，打了那么多创业鸡血，还不是被打得血淋淋。”我顿时被戳中。他接着说：“我们那个年代，都是自己摸着石头过河，没啥经验可以学的，我刚开始失败了好几回，后来我才发现，创业这东西，有很多东西都是有标准解法的。这么说吧，就像学音乐和美术一样，最开始的基本功是有确定的方法论的，这些方法可以让我们迅速的做到60分。60分以上的部分，才谈得上拼天分、格局和决策力。临走的时候，前辈给我发了我一个链接，还说：“我们这些人烧了很多很多钱得到的确定的创业理论，如果你能提前学到，就没必要自己去摸索啊。”我像抓住了救命稻草一样，立刻开始学习链接的课程。没过几天，我豁然开朗。之前那种感觉不对劲，但是说不出来问题在哪的憋屈感全消失了。一个个问题清晰的摆在了面前，我知道了错在哪里 ，知道了在烧钱烧破产之前我应该在哪里用力了。黄峥没有错，是我之前做错了。我带着团队，按照课程里面讲的框架，开始一点点儿调整自己的业务。我放佛回到了创业的最初期，每天朝气满满。只是我已经不再是当初的那个我。我心里装着地图，不再指望运气，我知道我在做什么，知道错在哪里，知道优化的区间在哪里。我越来越笃定，越来越脚踏实地。3个月过去了，一直到最近，业务问题全都理清楚了，大问题都解决了，小问题在优化。合伙人的态度也拐了个180°的大弯，很多事都会尽力想着帮我去实现，而不是否定我。用户量在指数型上升，我忙着招人、换更大的办公室。今年年初，我发现整个业务不仅开始赚钱了，上个月还盈利了74万。按现在的增长情况，就算我不再做新的事情，到年底也能盈利300多万。很多投资人都约我，想投我的项目。所以我特别想把前辈给我的这份秘籍推荐给你，说它让我的公司起死回生真的毫不过分。报名参加 以太一堂丨创业复盘训练营 ，发现跟着高手学习其实很容易，6天就能快速进入高手的状态，开始调整自己的业务。此次 以太一堂 推荐：创业复盘训练营。为大家争取到了100个优惠名额。课程市场价199元前100名仅需8.9元不到一本书的钱获得Top1%创业者的创业心法打破困局，扫码即刻开始👆现在报名还能额外获得「创业者技能树」▋张一鸣天使投资人、迅雷创始人授课以太是一线的投融资机构，已为1800+ 项目完成融资，融资总额逾 300 亿人民币。而周子敬就是以太的CEO，也是张一鸣的天使投资人。程浩老师是迅雷的创始人。课程中的大部分内容都是他们近期才公开对外讲。▋有潜力的项目直推以太投资团队以太的CEO周子敬，会不定期地看大家的作业、学籍信息，找适合的项目进行投资。而且我们每期也会找有潜力的项目，推给以太的投资团队。▋实战派创业者分享，不用担心孤军奋战一堂还会邀请一些有实力的创业者、投资人，围绕课程，分享一些他们的新认知，进一步帮助大家理解课程。   （一线FA机构投资经理的分享）        （大家在群里探讨创业认知、如何面对失败）▋不用担心没有创业经验，一边上班一边学未来想创业，但现在还在上班，现在正是学的好时机。通过视频互动直播课，用真实案例，让你坐在创始人的位置上思考问题，这也是行业内首创。很多还在职场的小伙伴说，掌握了CEO的视角，不论是混职场、还是做副业，都有一种降维打击的快感。▋不用下载App，上下班路上就能学课程采用全新的视频直播+音频录播的模式，充分照顾到每个人。视频直播轻松、效果好，音频课灵活、可以随时暂停，不占用整块时间。▋11000+创始人见证，学了就超值每次课程结束，都会受到创始人的好评。很多人都说，早点听这个课，我就能省几十万、几百万。还有人说，这是他今年回报率几百倍的一笔投资，没什么投资比上这个课更值了。大家的呼声是，早点遇到一堂就好了。（几乎每次结束课程，都能收到这样的评价）       （创业以来花得让人偷笑的一笔钱）（对于创业者，这些课价值百万）虽然很多同学说「早点遇到一堂就好了」，但这并不是一堂的初衷。我们更希望的是，你但凡想过之后要创业，就来一堂学习，提前避开创业路上的坑。如果你已经在创业的路上了，那你肯定听过一句话叫「种一棵树最好的时间是十年前，其次是现在。」早点遇到一堂，早点少踩坑。  福利时间  前100名仅需8.9元不到一本书的钱获得Top1%创业者的创业心法人生没有白走的路，每一步都算数👆8.9元给自己一次打破困局的机会点击阅读原文，一起来报名吧！","news_type":1},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300630032,"gmtCreate":1602166951926,"gmtModify":1703826012732,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>晒晒，四个月无一败绩，美股诚不欺我","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>晒晒，四个月无一败绩，美股诚不欺我","text":"$Yalla 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>赚点零花钱","text":"$蔚来(NIO)$赚点零花钱","images":[{"img":"https://static.tigerbbs.com/69ef39c69c3b68b32f087f63fde2308c","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300163904","isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":941549176,"gmtCreate":1594975832895,"gmtModify":1704207620931,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"2500的call还周五，谁买？","listText":"2500的call还周五，谁买？","text":"2500的call还周五，谁买？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941549176","repostId":"1161675326","repostType":2,"repost":{"id":"1161675326","kind":"news","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1594974502,"share":"https://www.laohu8.com/m/news/1161675326?lang=&edition=full","pubTime":"2020-07-17 16:28","market":"us","language":"zh","title":"段永平做空特斯拉，他看到了什么隐秘的信号","url":"https://stock-news.laohu8.com/highlight/detail?id=1161675326","media":"美股研究社","summary":"6月特斯拉在华汽车注册量达到14,976辆。","content":"<p>自今年7月初市值超越丰田之后，特斯拉（TSLA.US）股价一路高歌猛进，持续上演飙车模式。近期，最高股价曾逼近1800美元。不过，截止周四美股收盘，特斯拉以2.93%的跌幅收盘，报1500.64美元。尽管如此，但特斯拉的年内涨幅仍逼近260%。</p>\n<p>在这期间也有不少空头大军在美股市场气势汹汹地做空特斯拉，总计做空金额近200亿美金，这一资金量创下了美股市场做空资金的新高，但特斯拉以疯狂的涨势给了空头们狠狠的回击。不过，这似乎并不能阻止其继续成为空头们做空的标的。</p>\n<p>著名投资者人段永平在社交媒体上发表言论称，本月14日上午卖了100个特斯拉这个礼拜五(17日)到期的2500的call。</p>\n<p>这笔交易的背后，我们似乎可以捕捉到一些信息点：段永平认为特斯拉这周五的股价达不到2500美元以上，也可以简单的理解为段永平做空特斯拉。那么，在特斯拉暴打空头之后，段永平为何还会看空特斯拉?特斯拉又究竟能不能涨到2500美元以上?我们不妨先来了解一下段永平这个人的背景。</p>\n<p><img src=\"https://static.tigerbbs.com/8ea8d7331749705b5f83e50b7f0a14ea\" tg-width=\"500\" tg-height=\"311\"></p>\n<p>不在江湖，但江湖一直有他的传闻。</p>\n<p>在中国没有投资大师，一个相对好的标签或认可，也仅仅是一个投资人称号。</p>\n<p>在国内能算得上是优秀的投资人并不多，其中被业界认为是著名的投资人，段永平算是其中之一。对于他的阅历和经历，业内相信很多人都听说过。</p>\n<p>像早前闻名的小霸王、步步高都是由段永平经营，不过段永平发家致富之后选择了在40岁那一年退出步步高的日常管理，而段永平的人生巅峰更多的却是体现在了投资领域。</p>\n<p>资料显示，2001年底，段永平在美国证券市场的低谷阶段，以1美元左右“吃”进网易股200万余股。2003年10月14日，网易股飙升到70美元，段永平持有的股票在一年多里涨了五十倍以上，如今472.21美元的股价更是不用再做过多的表述了。2003年,“福布斯富豪榜”对段永平的财富估价是10亿元，排第71位，这侧面反映了段永平投资眼光的精准。</p>\n<p>2006年，段永平以62.01万美元在网上拍得与“股神”巴菲特共进午餐的机会。这让他夯实了中国著名投资人的事实，也让他在投资大道上获得了长足进步。</p>\n<p>段永平不在江湖，但江湖上一直有他的传闻。独到的投资眼光背后，还成就了多位优秀的企业家。比如，建议丁磊做游戏，成就了网易近20年的繁荣;将步步高一分为三，有了如今的OPPO和VIVO。此外，还发掘拼多多黄峥，一路指点，拼多多在多内巨头割据的电商市场，用五年时间打造了中国第二大电商平台。</p>\n<p>正是因为他的价值观在不同的企业家身上得到了验证，还结合了松下幸之助和巴菲特的经营理念和投资方法，才有了著名投资人的称号。</p>\n<p>而对于特斯拉，段永平已经不止一次做空。早在2018年便对其价值判断为零，彼时，特斯拉四面楚歌，陷入资金困局，Model3产量始终没有办法兑现，出现兑付危机。今年1月份，段永平曾在两天内卖出两次特斯拉的call，做空特斯拉，并从中获利。</p>\n<p>但如今的特斯拉产能已大幅跟进，在中国和柏林都建了超级工厂，股价也一路高歌猛进，一跃成为了全球车企市值之最。那么，段永平看空特斯拉的点，可能会在哪些地方?</p>\n<p>特斯拉泡沫过多暗藏崩盘风险</p>\n<p>特斯拉今年股价的暴涨、市值的飙升确实表现出了惊人的速度，即便是在卫生事件的影响之下，汽车领域陷入了低谷之时，依然没有停止上涨，但这种增长也催生了不少泡沫。</p>\n<p>1、股价偏离预期，泡沫迹象明显</p>\n<p>各种利好因素使市场聚集了对特斯拉的投资乐观情绪。作为有史以来最值钱的汽车公司，我们有必要了解一下近期特斯拉股价的升级势头。</p>\n<p>据金融服务商FactSet数据，7月14日，特斯拉从开盘价1659美元一度飙升16%，创下1794.99美元的历史新高，市值也突破3200亿美元，一度超过宝洁公司成为美国市值排名第10的股票。虽然目前较最好股价有所回落，但仍处于1500.64美元的高位。</p>\n<p>在整个车企板块，特斯拉目前2783.32亿美元的市值，曾一度超过了紧随其后的丰田、大众、本田的三者之和。这其中，到底到底有没有泡沫，我们不妨用一组数据来对比一下。</p>\n<p>数据显示，2019年特斯拉销售36万辆，亏损8.62亿美元，市值1871亿美元。同期内的丰田销量1047万辆，利润1368亿人民币，市值却也只有1755亿美元。从特斯拉的巨额亏损和丰田的净利润来对比，自然不用多说了，更重要的是，彼时丰田的销量还是特斯拉的30倍。</p>\n<p>放到2020年来看，特斯拉一季度总营收59.85亿美元，盈利6800万美元;虽说在卫生事件的冲击之下，丰田的销量有所下滑，净利润也下降了86%至5.85亿美元，但与特斯拉在这方面比较来看，丰田仍然高出了不止一个级别。</p>\n<p>诚然，不能否认未来新能源汽车的大趋势，特斯拉的定价也是基于未来这一领域的巨大市场份额之上，很有可能会成为全球电动车行业的统治地位，但这样明显的对比差距，表现在市值上的反差背后的合理性值得思考。</p>\n<p>联合银行私人银行股票策略师托德-洛文斯坦表示，特斯拉的股价看上去过于昂贵。他指出，特斯拉的市盈率是未来12个月收入的7.8倍，而通用汽车和福特仅为0.2或者更低。</p>\n<p>另一方面，目前整个电动车行业的泡沫也在变得严重。在过去的数周中，不少电动车股价也在急剧上升。比如卡车公司尼古拉上市后仅一周股价便暴涨超100%;国内的电动汽车蔚来近期股价也在不断拉升;还有EV商用货车公司Workhorse等。</p>\n<p>当全球市场都处于火爆的状态时，公司股价的疯涨很有可能只是投资者的投机性赌注。</p>\n<p>2、特斯拉做工粗糙，质量问题频发</p>\n<p>近期，特斯拉刚交互不久的Model Y不断遭遇质量风波。</p>\n<p><img src=\"https://static.tigerbbs.com/f16ef8b03c4441097f41eca25f6594af\" tg-width=\"640\" tg-height=\"375\"></p>\n<p>据美国科技媒体Electrek 6月17日报道，在特斯拉车主论坛，不少车主反映Model Y出现质量问题，甚至有一些车主拒绝了该车型的交付。拒绝提车的理由是新车主要存在座椅上出现裂痕、安全带松动，以及车辆的喷涂和装饰件等问题，其中最严重的是后座椅没有连接到底座上。</p>\n<p>无独有偶，今年4月份，特斯拉在华的销量也出现了下跌。据乘联会的数据，4月特斯拉中国的销量为3635台，环比降幅高达64.2%。下跌的原因除了因卫生事件使得3月份的订单累计大增，对比出现销量下滑之外，另一个原因也跟特斯拉不断爆出的质量问题有关。</p>\n<p>而特斯拉这种带病交付的习惯实际上一直存在。据媒体Business Insider报道，此前，特斯拉部分内部消息遭泄露，泄露的邮件显示，特斯拉8年前就知道Model S的电池存在起火隐患，但一直隐瞒至今。这与特斯拉一直高调宣称电池技术是其自身护城河的论调显得格格不入，也无异于自我打脸。</p>\n<p>根据近日J.D.Power发布的2020美国质量调查排名显示，2020年汽车行业平均水平为每百辆车型出现166个质量问题，特斯拉以每100辆车250个问题排名垫底。知道特斯拉车辆的质量问题，但并不知道特斯拉的产品质量会处于整个汽车行业的垫底水平。</p>\n<p>尤其是近期马斯克通过暗示特斯拉正在接近电动汽车的“5级”完全自动驾驶。这意味着车辆可以完成从诸如巡航控制和车道漂移警告等主动安全功能等计划全部工作的全自动驾驶。而自动驾驶本身就是人工智能领域中最为棘手的问题之一，且此前特斯拉的自动驾驶汽车也频出事故。就目前来讲，5G自动驾驶可能还只是一个噱头，并没有马斯克说得那么接近。</p>\n<p>试想，一个扬言要在今后的新能源汽车行业中拥有统治地位的特斯拉，如若只重视产量不注重汽车质量，那等同于只是完成任务，长期以往，再大的品牌效应也不见得可以维持消费者的这份青睐，也将对特斯拉的股价造成不利影响。</p>\n<p>3、市场情绪正在转变，回调信号渐显</p>\n<p>据腾讯财经资料显示，最近，在分析师追踪的十多个情绪指标中，有几个指标显示对市场完全看跌。虽然其余的指标都是中立的，但这意味着这部分的观点不再乐观。根据Vickers Insider Weekly追踪的买入/卖出比率，内部人士已从中立变为略微看跌。</p>\n<p>随着市场力量参与范围的缩小，从技术指标来说，这可能是进一步疲软的信号。有分析师表示，纳斯达克股票的交易量已从6月初的90%下降至53%。尽管这样的情绪并不代表市场就会抛售，但这是有可能出现市场回调的。</p>\n<p>本周一特斯拉虽然创下了历史新高，但收盘也回吐了当日16%左右的涨幅，且下跌了3.1%，收于1497.06美元。虽然周三美股收盘股价再度涨至1546美元，但周四收盘的1500.64美元，较上一日明显下跌，且依然在上演盘后续跌。这表明，近几日，特斯拉的股价走势似乎掺杂了部分市场情绪在内。</p>\n<p><img src=\"https://static.tigerbbs.com/09ea16791dd4d3e888fbea8aa9930967\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>然而，目前1500.64美元的股价也已大幅高出分析师平均目标价。据FactSet对32位特斯拉分析师的调查结果显示，特斯拉的平均目标价为778美元，少数机构将目标价设定在1000美元以上。</p>\n<p>那么，在市场情绪转变中，特斯拉这种既没有足够盈利能力支撑又处于不断烧钱状态且质量问题频发的企业，即便是前景再广阔，也是有可能受到沉重打击，上演高台跳水的。</p>\n<p>总结：</p>\n<p>综上来看，短时期内上演了股价颠覆戏码的特斯拉，明面上依然风光无限，但背后的风险也已经在不断集结。本周一的盘中巨震以及周四股价的再度下滑，会不会是在提前释放的某些讯号，值得投资者们进一步思考。</p>\n<p>从目前特斯拉的股价表现来看，恐怕难以在本周五突破2500美元，段永平的这一波看空大概率以赢收局。不过，股市本身也是变幻莫测的，特斯拉是否会突发“妖性”也不得而知。</p>\n<p>但要实现对2500美元的突破，特斯拉可能还需要在产品本身上打造更宽的护城河。</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\" content=\"telephone=no,email=no,address=no\" />\n<title>段永平做空特斯拉，他看到了什么隐秘的信号</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平做空特斯拉，他看到了什么隐秘的信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2020-07-17 16:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>自今年7月初市值超越丰田之后，特斯拉（TSLA.US）股价一路高歌猛进，持续上演飙车模式。近期，最高股价曾逼近1800美元。不过，截止周四美股收盘，特斯拉以2.93%的跌幅收盘，报1500.64美元。尽管如此，但特斯拉的年内涨幅仍逼近260%。</p>\n<p>在这期间也有不少空头大军在美股市场气势汹汹地做空特斯拉，总计做空金额近200亿美金，这一资金量创下了美股市场做空资金的新高，但特斯拉以疯狂的涨势给了空头们狠狠的回击。不过，这似乎并不能阻止其继续成为空头们做空的标的。</p>\n<p>著名投资者人段永平在社交媒体上发表言论称，本月14日上午卖了100个特斯拉这个礼拜五(17日)到期的2500的call。</p>\n<p>这笔交易的背后，我们似乎可以捕捉到一些信息点：段永平认为特斯拉这周五的股价达不到2500美元以上，也可以简单的理解为段永平做空特斯拉。那么，在特斯拉暴打空头之后，段永平为何还会看空特斯拉?特斯拉又究竟能不能涨到2500美元以上?我们不妨先来了解一下段永平这个人的背景。</p>\n<p><img src=\"https://static.tigerbbs.com/8ea8d7331749705b5f83e50b7f0a14ea\" tg-width=\"500\" tg-height=\"311\"></p>\n<p>不在江湖，但江湖一直有他的传闻。</p>\n<p>在中国没有投资大师，一个相对好的标签或认可，也仅仅是一个投资人称号。</p>\n<p>在国内能算得上是优秀的投资人并不多，其中被业界认为是著名的投资人，段永平算是其中之一。对于他的阅历和经历，业内相信很多人都听说过。</p>\n<p>像早前闻名的小霸王、步步高都是由段永平经营，不过段永平发家致富之后选择了在40岁那一年退出步步高的日常管理，而段永平的人生巅峰更多的却是体现在了投资领域。</p>\n<p>资料显示，2001年底，段永平在美国证券市场的低谷阶段，以1美元左右“吃”进网易股200万余股。2003年10月14日，网易股飙升到70美元，段永平持有的股票在一年多里涨了五十倍以上，如今472.21美元的股价更是不用再做过多的表述了。2003年,“福布斯富豪榜”对段永平的财富估价是10亿元，排第71位，这侧面反映了段永平投资眼光的精准。</p>\n<p>2006年，段永平以62.01万美元在网上拍得与“股神”巴菲特共进午餐的机会。这让他夯实了中国著名投资人的事实，也让他在投资大道上获得了长足进步。</p>\n<p>段永平不在江湖，但江湖上一直有他的传闻。独到的投资眼光背后，还成就了多位优秀的企业家。比如，建议丁磊做游戏，成就了网易近20年的繁荣;将步步高一分为三，有了如今的OPPO和VIVO。此外，还发掘拼多多黄峥，一路指点，拼多多在多内巨头割据的电商市场，用五年时间打造了中国第二大电商平台。</p>\n<p>正是因为他的价值观在不同的企业家身上得到了验证，还结合了松下幸之助和巴菲特的经营理念和投资方法，才有了著名投资人的称号。</p>\n<p>而对于特斯拉，段永平已经不止一次做空。早在2018年便对其价值判断为零，彼时，特斯拉四面楚歌，陷入资金困局，Model3产量始终没有办法兑现，出现兑付危机。今年1月份，段永平曾在两天内卖出两次特斯拉的call，做空特斯拉，并从中获利。</p>\n<p>但如今的特斯拉产能已大幅跟进，在中国和柏林都建了超级工厂，股价也一路高歌猛进，一跃成为了全球车企市值之最。那么，段永平看空特斯拉的点，可能会在哪些地方?</p>\n<p>特斯拉泡沫过多暗藏崩盘风险</p>\n<p>特斯拉今年股价的暴涨、市值的飙升确实表现出了惊人的速度，即便是在卫生事件的影响之下，汽车领域陷入了低谷之时，依然没有停止上涨，但这种增长也催生了不少泡沫。</p>\n<p>1、股价偏离预期，泡沫迹象明显</p>\n<p>各种利好因素使市场聚集了对特斯拉的投资乐观情绪。作为有史以来最值钱的汽车公司，我们有必要了解一下近期特斯拉股价的升级势头。</p>\n<p>据金融服务商FactSet数据，7月14日，特斯拉从开盘价1659美元一度飙升16%，创下1794.99美元的历史新高，市值也突破3200亿美元，一度超过宝洁公司成为美国市值排名第10的股票。虽然目前较最好股价有所回落，但仍处于1500.64美元的高位。</p>\n<p>在整个车企板块，特斯拉目前2783.32亿美元的市值，曾一度超过了紧随其后的丰田、大众、本田的三者之和。这其中，到底到底有没有泡沫，我们不妨用一组数据来对比一下。</p>\n<p>数据显示，2019年特斯拉销售36万辆，亏损8.62亿美元，市值1871亿美元。同期内的丰田销量1047万辆，利润1368亿人民币，市值却也只有1755亿美元。从特斯拉的巨额亏损和丰田的净利润来对比，自然不用多说了，更重要的是，彼时丰田的销量还是特斯拉的30倍。</p>\n<p>放到2020年来看，特斯拉一季度总营收59.85亿美元，盈利6800万美元;虽说在卫生事件的冲击之下，丰田的销量有所下滑，净利润也下降了86%至5.85亿美元，但与特斯拉在这方面比较来看，丰田仍然高出了不止一个级别。</p>\n<p>诚然，不能否认未来新能源汽车的大趋势，特斯拉的定价也是基于未来这一领域的巨大市场份额之上，很有可能会成为全球电动车行业的统治地位，但这样明显的对比差距，表现在市值上的反差背后的合理性值得思考。</p>\n<p>联合银行私人银行股票策略师托德-洛文斯坦表示，特斯拉的股价看上去过于昂贵。他指出，特斯拉的市盈率是未来12个月收入的7.8倍，而通用汽车和福特仅为0.2或者更低。</p>\n<p>另一方面，目前整个电动车行业的泡沫也在变得严重。在过去的数周中，不少电动车股价也在急剧上升。比如卡车公司尼古拉上市后仅一周股价便暴涨超100%;国内的电动汽车蔚来近期股价也在不断拉升;还有EV商用货车公司Workhorse等。</p>\n<p>当全球市场都处于火爆的状态时，公司股价的疯涨很有可能只是投资者的投机性赌注。</p>\n<p>2、特斯拉做工粗糙，质量问题频发</p>\n<p>近期，特斯拉刚交互不久的Model Y不断遭遇质量风波。</p>\n<p><img src=\"https://static.tigerbbs.com/f16ef8b03c4441097f41eca25f6594af\" tg-width=\"640\" tg-height=\"375\"></p>\n<p>据美国科技媒体Electrek 6月17日报道，在特斯拉车主论坛，不少车主反映Model Y出现质量问题，甚至有一些车主拒绝了该车型的交付。拒绝提车的理由是新车主要存在座椅上出现裂痕、安全带松动，以及车辆的喷涂和装饰件等问题，其中最严重的是后座椅没有连接到底座上。</p>\n<p>无独有偶，今年4月份，特斯拉在华的销量也出现了下跌。据乘联会的数据，4月特斯拉中国的销量为3635台，环比降幅高达64.2%。下跌的原因除了因卫生事件使得3月份的订单累计大增，对比出现销量下滑之外，另一个原因也跟特斯拉不断爆出的质量问题有关。</p>\n<p>而特斯拉这种带病交付的习惯实际上一直存在。据媒体Business Insider报道，此前，特斯拉部分内部消息遭泄露，泄露的邮件显示，特斯拉8年前就知道Model S的电池存在起火隐患，但一直隐瞒至今。这与特斯拉一直高调宣称电池技术是其自身护城河的论调显得格格不入，也无异于自我打脸。</p>\n<p>根据近日J.D.Power发布的2020美国质量调查排名显示，2020年汽车行业平均水平为每百辆车型出现166个质量问题，特斯拉以每100辆车250个问题排名垫底。知道特斯拉车辆的质量问题，但并不知道特斯拉的产品质量会处于整个汽车行业的垫底水平。</p>\n<p>尤其是近期马斯克通过暗示特斯拉正在接近电动汽车的“5级”完全自动驾驶。这意味着车辆可以完成从诸如巡航控制和车道漂移警告等主动安全功能等计划全部工作的全自动驾驶。而自动驾驶本身就是人工智能领域中最为棘手的问题之一，且此前特斯拉的自动驾驶汽车也频出事故。就目前来讲，5G自动驾驶可能还只是一个噱头，并没有马斯克说得那么接近。</p>\n<p>试想，一个扬言要在今后的新能源汽车行业中拥有统治地位的特斯拉，如若只重视产量不注重汽车质量，那等同于只是完成任务，长期以往，再大的品牌效应也不见得可以维持消费者的这份青睐，也将对特斯拉的股价造成不利影响。</p>\n<p>3、市场情绪正在转变，回调信号渐显</p>\n<p>据腾讯财经资料显示，最近，在分析师追踪的十多个情绪指标中，有几个指标显示对市场完全看跌。虽然其余的指标都是中立的，但这意味着这部分的观点不再乐观。根据Vickers Insider Weekly追踪的买入/卖出比率，内部人士已从中立变为略微看跌。</p>\n<p>随着市场力量参与范围的缩小，从技术指标来说，这可能是进一步疲软的信号。有分析师表示，纳斯达克股票的交易量已从6月初的90%下降至53%。尽管这样的情绪并不代表市场就会抛售，但这是有可能出现市场回调的。</p>\n<p>本周一特斯拉虽然创下了历史新高，但收盘也回吐了当日16%左右的涨幅，且下跌了3.1%，收于1497.06美元。虽然周三美股收盘股价再度涨至1546美元，但周四收盘的1500.64美元，较上一日明显下跌，且依然在上演盘后续跌。这表明，近几日，特斯拉的股价走势似乎掺杂了部分市场情绪在内。</p>\n<p><img src=\"https://static.tigerbbs.com/09ea16791dd4d3e888fbea8aa9930967\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>然而，目前1500.64美元的股价也已大幅高出分析师平均目标价。据FactSet对32位特斯拉分析师的调查结果显示，特斯拉的平均目标价为778美元，少数机构将目标价设定在1000美元以上。</p>\n<p>那么，在市场情绪转变中，特斯拉这种既没有足够盈利能力支撑又处于不断烧钱状态且质量问题频发的企业，即便是前景再广阔，也是有可能受到沉重打击，上演高台跳水的。</p>\n<p>总结：</p>\n<p>综上来看，短时期内上演了股价颠覆戏码的特斯拉，明面上依然风光无限，但背后的风险也已经在不断集结。本周一的盘中巨震以及周四股价的再度下滑，会不会是在提前释放的某些讯号，值得投资者们进一步思考。</p>\n<p>从目前特斯拉的股价表现来看，恐怕难以在本周五突破2500美元，段永平的这一波看空大概率以赢收局。不过，股市本身也是变幻莫测的，特斯拉是否会突发“妖性”也不得而知。</p>\n<p>但要实现对2500美元的突破，特斯拉可能还需要在产品本身上打造更宽的护城河。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb4a82a0b3d2d5a95ba411e9bab3f4d9","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161675326","content_text":"自今年7月初市值超越丰田之后，特斯拉（TSLA.US）股价一路高歌猛进，持续上演飙车模式。近期，最高股价曾逼近1800美元。不过，截止周四美股收盘，特斯拉以2.93%的跌幅收盘，报1500.64美元。尽管如此，但特斯拉的年内涨幅仍逼近260%。\n在这期间也有不少空头大军在美股市场气势汹汹地做空特斯拉，总计做空金额近200亿美金，这一资金量创下了美股市场做空资金的新高，但特斯拉以疯狂的涨势给了空头们狠狠的回击。不过，这似乎并不能阻止其继续成为空头们做空的标的。\n著名投资者人段永平在社交媒体上发表言论称，本月14日上午卖了100个特斯拉这个礼拜五(17日)到期的2500的call。\n这笔交易的背后，我们似乎可以捕捉到一些信息点：段永平认为特斯拉这周五的股价达不到2500美元以上，也可以简单的理解为段永平做空特斯拉。那么，在特斯拉暴打空头之后，段永平为何还会看空特斯拉?特斯拉又究竟能不能涨到2500美元以上?我们不妨先来了解一下段永平这个人的背景。\n\n不在江湖，但江湖一直有他的传闻。\n在中国没有投资大师，一个相对好的标签或认可，也仅仅是一个投资人称号。\n在国内能算得上是优秀的投资人并不多，其中被业界认为是著名的投资人，段永平算是其中之一。对于他的阅历和经历，业内相信很多人都听说过。\n像早前闻名的小霸王、步步高都是由段永平经营，不过段永平发家致富之后选择了在40岁那一年退出步步高的日常管理，而段永平的人生巅峰更多的却是体现在了投资领域。\n资料显示，2001年底，段永平在美国证券市场的低谷阶段，以1美元左右“吃”进网易股200万余股。2003年10月14日，网易股飙升到70美元，段永平持有的股票在一年多里涨了五十倍以上，如今472.21美元的股价更是不用再做过多的表述了。2003年,“福布斯富豪榜”对段永平的财富估价是10亿元，排第71位，这侧面反映了段永平投资眼光的精准。\n2006年，段永平以62.01万美元在网上拍得与“股神”巴菲特共进午餐的机会。这让他夯实了中国著名投资人的事实，也让他在投资大道上获得了长足进步。\n段永平不在江湖，但江湖上一直有他的传闻。独到的投资眼光背后，还成就了多位优秀的企业家。比如，建议丁磊做游戏，成就了网易近20年的繁荣;将步步高一分为三，有了如今的OPPO和VIVO。此外，还发掘拼多多黄峥，一路指点，拼多多在多内巨头割据的电商市场，用五年时间打造了中国第二大电商平台。\n正是因为他的价值观在不同的企业家身上得到了验证，还结合了松下幸之助和巴菲特的经营理念和投资方法，才有了著名投资人的称号。\n而对于特斯拉，段永平已经不止一次做空。早在2018年便对其价值判断为零，彼时，特斯拉四面楚歌，陷入资金困局，Model3产量始终没有办法兑现，出现兑付危机。今年1月份，段永平曾在两天内卖出两次特斯拉的call，做空特斯拉，并从中获利。\n但如今的特斯拉产能已大幅跟进，在中国和柏林都建了超级工厂，股价也一路高歌猛进，一跃成为了全球车企市值之最。那么，段永平看空特斯拉的点，可能会在哪些地方?\n特斯拉泡沫过多暗藏崩盘风险\n特斯拉今年股价的暴涨、市值的飙升确实表现出了惊人的速度，即便是在卫生事件的影响之下，汽车领域陷入了低谷之时，依然没有停止上涨，但这种增长也催生了不少泡沫。\n1、股价偏离预期，泡沫迹象明显\n各种利好因素使市场聚集了对特斯拉的投资乐观情绪。作为有史以来最值钱的汽车公司，我们有必要了解一下近期特斯拉股价的升级势头。\n据金融服务商FactSet数据，7月14日，特斯拉从开盘价1659美元一度飙升16%，创下1794.99美元的历史新高，市值也突破3200亿美元，一度超过宝洁公司成为美国市值排名第10的股票。虽然目前较最好股价有所回落，但仍处于1500.64美元的高位。\n在整个车企板块，特斯拉目前2783.32亿美元的市值，曾一度超过了紧随其后的丰田、大众、本田的三者之和。这其中，到底到底有没有泡沫，我们不妨用一组数据来对比一下。\n数据显示，2019年特斯拉销售36万辆，亏损8.62亿美元，市值1871亿美元。同期内的丰田销量1047万辆，利润1368亿人民币，市值却也只有1755亿美元。从特斯拉的巨额亏损和丰田的净利润来对比，自然不用多说了，更重要的是，彼时丰田的销量还是特斯拉的30倍。\n放到2020年来看，特斯拉一季度总营收59.85亿美元，盈利6800万美元;虽说在卫生事件的冲击之下，丰田的销量有所下滑，净利润也下降了86%至5.85亿美元，但与特斯拉在这方面比较来看，丰田仍然高出了不止一个级别。\n诚然，不能否认未来新能源汽车的大趋势，特斯拉的定价也是基于未来这一领域的巨大市场份额之上，很有可能会成为全球电动车行业的统治地位，但这样明显的对比差距，表现在市值上的反差背后的合理性值得思考。\n联合银行私人银行股票策略师托德-洛文斯坦表示，特斯拉的股价看上去过于昂贵。他指出，特斯拉的市盈率是未来12个月收入的7.8倍，而通用汽车和福特仅为0.2或者更低。\n另一方面，目前整个电动车行业的泡沫也在变得严重。在过去的数周中，不少电动车股价也在急剧上升。比如卡车公司尼古拉上市后仅一周股价便暴涨超100%;国内的电动汽车蔚来近期股价也在不断拉升;还有EV商用货车公司Workhorse等。\n当全球市场都处于火爆的状态时，公司股价的疯涨很有可能只是投资者的投机性赌注。\n2、特斯拉做工粗糙，质量问题频发\n近期，特斯拉刚交互不久的Model Y不断遭遇质量风波。\n\n据美国科技媒体Electrek 6月17日报道，在特斯拉车主论坛，不少车主反映Model Y出现质量问题，甚至有一些车主拒绝了该车型的交付。拒绝提车的理由是新车主要存在座椅上出现裂痕、安全带松动，以及车辆的喷涂和装饰件等问题，其中最严重的是后座椅没有连接到底座上。\n无独有偶，今年4月份，特斯拉在华的销量也出现了下跌。据乘联会的数据，4月特斯拉中国的销量为3635台，环比降幅高达64.2%。下跌的原因除了因卫生事件使得3月份的订单累计大增，对比出现销量下滑之外，另一个原因也跟特斯拉不断爆出的质量问题有关。\n而特斯拉这种带病交付的习惯实际上一直存在。据媒体Business Insider报道，此前，特斯拉部分内部消息遭泄露，泄露的邮件显示，特斯拉8年前就知道Model S的电池存在起火隐患，但一直隐瞒至今。这与特斯拉一直高调宣称电池技术是其自身护城河的论调显得格格不入，也无异于自我打脸。\n根据近日J.D.Power发布的2020美国质量调查排名显示，2020年汽车行业平均水平为每百辆车型出现166个质量问题，特斯拉以每100辆车250个问题排名垫底。知道特斯拉车辆的质量问题，但并不知道特斯拉的产品质量会处于整个汽车行业的垫底水平。\n尤其是近期马斯克通过暗示特斯拉正在接近电动汽车的“5级”完全自动驾驶。这意味着车辆可以完成从诸如巡航控制和车道漂移警告等主动安全功能等计划全部工作的全自动驾驶。而自动驾驶本身就是人工智能领域中最为棘手的问题之一，且此前特斯拉的自动驾驶汽车也频出事故。就目前来讲，5G自动驾驶可能还只是一个噱头，并没有马斯克说得那么接近。\n试想，一个扬言要在今后的新能源汽车行业中拥有统治地位的特斯拉，如若只重视产量不注重汽车质量，那等同于只是完成任务，长期以往，再大的品牌效应也不见得可以维持消费者的这份青睐，也将对特斯拉的股价造成不利影响。\n3、市场情绪正在转变，回调信号渐显\n据腾讯财经资料显示，最近，在分析师追踪的十多个情绪指标中，有几个指标显示对市场完全看跌。虽然其余的指标都是中立的，但这意味着这部分的观点不再乐观。根据Vickers Insider Weekly追踪的买入/卖出比率，内部人士已从中立变为略微看跌。\n随着市场力量参与范围的缩小，从技术指标来说，这可能是进一步疲软的信号。有分析师表示，纳斯达克股票的交易量已从6月初的90%下降至53%。尽管这样的情绪并不代表市场就会抛售，但这是有可能出现市场回调的。\n本周一特斯拉虽然创下了历史新高，但收盘也回吐了当日16%左右的涨幅，且下跌了3.1%，收于1497.06美元。虽然周三美股收盘股价再度涨至1546美元，但周四收盘的1500.64美元，较上一日明显下跌，且依然在上演盘后续跌。这表明，近几日，特斯拉的股价走势似乎掺杂了部分市场情绪在内。\n\n然而，目前1500.64美元的股价也已大幅高出分析师平均目标价。据FactSet对32位特斯拉分析师的调查结果显示，特斯拉的平均目标价为778美元，少数机构将目标价设定在1000美元以上。\n那么，在市场情绪转变中，特斯拉这种既没有足够盈利能力支撑又处于不断烧钱状态且质量问题频发的企业，即便是前景再广阔，也是有可能受到沉重打击，上演高台跳水的。\n总结：\n综上来看，短时期内上演了股价颠覆戏码的特斯拉，明面上依然风光无限，但背后的风险也已经在不断集结。本周一的盘中巨震以及周四股价的再度下滑，会不会是在提前释放的某些讯号，值得投资者们进一步思考。\n从目前特斯拉的股价表现来看，恐怕难以在本周五突破2500美元，段永平的这一波看空大概率以赢收局。不过，股市本身也是变幻莫测的，特斯拉是否会突发“妖性”也不得而知。\n但要实现对2500美元的突破，特斯拉可能还需要在产品本身上打造更宽的护城河。","news_type":1},"isVote":1,"tweetType":1,"viewCount":4478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964687522,"gmtCreate":1584366598466,"gmtModify":1704353761207,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"怎么搞，拿着还是卖掉？","listText":"怎么搞，拿着还是卖掉？","text":"怎么搞，拿着还是卖掉？","images":[{"img":"https://static.tigerbbs.com/1b6d12cfb1987773f535ad23225a3a62","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964687522","isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":915528088,"gmtCreate":1580885595544,"gmtModify":1704342717149,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"这个月的战绩。不骄不躁才是制胜法宝。","listText":"这个月的战绩。不骄不躁才是制胜法宝。","text":"这个月的战绩。不骄不躁才是制胜法宝。","images":[{"img":"https://static.tigerbbs.com/884519a09a24e126ce6c1e5c3ff4fefb","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915528088","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":915699567,"gmtCreate":1580812353359,"gmtModify":1704342370060,"author":{"id":"108180102575857","authorId":"108180102575857","name":"地球转转","avatar":"https://static.tigerbbs.com/3734b95eb4fd72938212eafd4f78b0c1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"108180102575857","authorIdStr":"108180102575857"},"themes":[],"htmlText":"<a 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