大同不同的个人主页 - 老虎社区

大同不同

大同不同

猥琐发育，别浪！

IP属地：0

40关注

6粉丝

2主题

0勋章

2022-08-10

$名创优品(MNSO)$名创优品不倒闭，14亿人都有责任。

2022-05-09

$迅雷(XNET)$靠欺骗客户的公司，能活下来才怪。

2021-10-27

姐这回翻车翻滚了360亿度了吧？

“木头姐”Cathie Wood旗下ARK系列ETF周二（10月26日）买入大约105万股推特（TWTR）股票

2021-07-28

$Nicolet Bankshares Inc.(NCBS)$$伊格尔散货航运(EGLE)$今日算法预测

2021-07-27

公开算法预测的结果，经供参考，取舍自负。

公开算法的今日预测和昨日回顾的结果，仅供参考，取舍自负。

公开算法预测的结果，经供参考，取舍自负。

2021-07-27

$哔哩哔哩(BILI)$躺平族聚集地，国家能不抄家伙吗？

2021-07-07

$KnowlesCorporation(KN)$空他

2021-07-06

$诺华(NVS)$进场

2021-04-21

$诺基亚(NOK)$这股票太抗跌涨了

2021-04-19

$诺基亚(NOK)$这盘前是咋了？叫买叫卖都好几万？APP出问题了？

2021-04-12

$诺基亚(NOK)$挪鸡鸭又挪不动了

2021-04-02

$诺基亚(NOK)$怒涨4分钱。😡

2021-02-09

$老虎证券(TIGR)$明显诱多

2021-01-12

$拼多多(PDD)$真是「资本带血啊」，PDD这么多道德沦丧，股价却仍稳如泰山。

2021-01-11

$拼多多(PDD)$欢迎接刀！

2021-01-01

$拼多多(PDD)$假多多的非理性繁荣......

2020-07-28

$梅西百货(M)$移仓$哔哩哔哩(BILI)$

2020-07-27

$梅西百货(M)$最终还是选择了离开，心情放松了很多，真的不应该把他的房产纳入资产负债表。

2019-07-31

这来来回回的，走城门啊？

2019-07-11

这篇文章不错，转发给大家看看

@接招:DST凶猛：俄罗斯版孙正义的崛起

去老虎APP查看更多动态

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基于这样一份投资清单，一位创业者评价，Yuri能调动全世界的互联网。还有最重要的一点，他们出手真的很阔绰。 2009年至2017年，DST在30多家公司累计投资70亿美金，全部集中在消费互联网领域。 有人曾总结DST的土豪式打法：只投市场领导者，或者有潜力成为领导者的公司；一般不投早期，争取在公司上市前1-2年进入。他们标榜晚期投资，是典型的互联网PE基金。毫不避讳地对外宣称，更喜欢有利可图的公司。 Yuri给出的原因很简单：作为一家全球化基金，如果投小公司，当地必须有人负责看项目，分析；而做晚期投资，全球值得投资的公司可能也就不到30家。 这个路径让他们大获成功，屡试不爽。但现在，这套打法可能已经失灵。 更早期，更激进 DST在中国又落一子。 他们的最新投资标的是一家来自下沉市场的新锐公司。 今年4月底，DST还出手球鞋交易平台“毒”，领投B轮，当轮估值超过10亿美金。分期乐、地平线等公司都是在B轮引进了这家国际基金。 很明显，这突破了DST的“晚期投资”框架与逻辑。 星界资本创始合伙人方远解释背后的原因，“现在必须有全局观，如果早期不进去，可能到后期就没机会了。” 据说，Yuri等几位合伙人把之前赚得的Carry成立了一个早期基金，所以一定投资比例内的案子是Yuri个人投的。比如李开复创新工场的首支基金，ofo的C轮融资等，都是Yuri个人名义投的。 俄罗斯人Yuri做投资前是一名创业者。1999年，受互联网女王Mary Meeker关于互联网商务未来报告的影响，他把自己大部分资金75万美","text":"理中客 文丨文婷 如果细数谁是互联网世界最有影响力的人，DST创始人Yuri Milner绝对是其中一个。 这位横扫中美互联网的投资大鳄，曾与扎克伯格、马化腾、马云交好。Facebook、Zynga、Snapchat、Twitter，阿里、京东、滴滴、美团、头条等公司是他的投资作品。 基于这样一份投资清单，一位创业者评价，Yuri能调动全世界的互联网。还有最重要的一点，他们出手真的很阔绰。 2009年至2017年，DST在30多家公司累计投资70亿美金，全部集中在消费互联网领域。 有人曾总结DST的土豪式打法：只投市场领导者，或者有潜力成为领导者的公司；一般不投早期，争取在公司上市前1-2年进入。他们标榜晚期投资，是典型的互联网PE基金。毫不避讳地对外宣称，更喜欢有利可图的公司。 Yuri给出的原因很简单：作为一家全球化基金，如果投小公司，当地必须有人负责看项目，分析；而做晚期投资，全球值得投资的公司可能也就不到30家。 这个路径让他们大获成功，屡试不爽。但现在，这套打法可能已经失灵。 更早期，更激进 DST在中国又落一子。 他们的最新投资标的是一家来自下沉市场的新锐公司。 今年4月底，DST还出手球鞋交易平台“毒”，领投B轮，当轮估值超过10亿美金。分期乐、地平线等公司都是在B轮引进了这家国际基金。 很明显，这突破了DST的“晚期投资”框架与逻辑。 星界资本创始合伙人方远解释背后的原因，“现在必须有全局观，如果早期不进去，可能到后期就没机会了。” 据说，Yuri等几位合伙人把之前赚得的Carry成立了一个早期基金，所以一定投资比例内的案子是Yuri个人投的。比如李开复创新工场的首支基金，ofo的C轮融资等，都是Yuri个人名义投的。 俄罗斯人Yuri做投资前是一名创业者。1999年，受互联网女王Mary Meeker关于互联网商务未来报告的影响，他把自己大部分资金75万美","images":[{"img":"https://static.tigerbbs.com/e6ad60406c9f43596dba3ac24fd5a22e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/990217175","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":91484,"gmtCreate":1504236855469,"gmtModify":1704880890455,"author":{"id":"17913993713772","authorId":"17913993713772","name":"大同不同","avatar":"https://static.laohu8.com/d61b07ca96ab872fbbffc10c8113e785","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"17913993713772","authorIdStr":"17913993713772"},"themes":[],"title":"投资者仍然忽视了梅西百货的房地产收益潜力","htmlText":"$梅西百货(M)$投资者仍然忽视了梅西百货的房地产收益潜力 在一第季度极度疲软之后，梅西百货在2017年的第二季度开始企稳和盈利。调整后的营业额同比下降了2.5%，虽然这并不值得庆贺，但相对于梅西百货第一季度4.6%的下降业绩，这是一个很大的进步。 但是，这并没有引起市场的关注，梅西的股票在过去一个月中多次触及多年新低，甚至短暂跌破二十美元。 根据周三收盘加20.83美元，梅西百货的市值略低于64亿美元。此外，根据管理层2017年的规划，梅西百货的股票市盈率只有7个点，这表明投资者仍然低估了公司房地产的收益潜力。 梅西百货降销售出更多的房地产 在第一季度，梅西百货公司实现了9600万美元的资产出售所得款项，以及6800万美元与此交易相关的预订收益，其中超过一半的金额来自明尼阿波利斯中心。 梅西第二季度在房地产交易方面取得了更多的进展，并收入4500万美元的地产收益，迄今为止共计1.5亿美元。所产生的资产出售总额达4300万美元。 与第一季度相反，梅西百货在上个季度从大量的小型交易中获得了可观的现金流，主要来自去年关闭的68家门店的地产出售交易。 例如，梅西百货按照商店所有者宾夕法尼亚地产投资信托（NYSE:PEI）的价格，以890万美元出售了其位于费城郊区的莫尔斯登购物中心（Moorestown Mall）的商店。而PEI在宾夕法尼亚普利茅斯会议中心购买了梅西百货公司的土地租赁服务。同时，梅西百货以700万美元出租了其在弗洛里达州棕榈滩城市广场的店铺土地。资产出售收益带来企稳回升 由于这些房地产销售和强大的交易渠道，梅西最近将本年度资产出售的预期提高了约1亿美元，预计今年将获得2.75亿美元到3亿美元的资产出售收益，不包括出售旧金山市中心男士专卖店所获得的2.35亿美元的收益。 根据这一预期，资产出售收益将占梅西百货今年利润的20%左右。许多投资者认为这是衰落的红色警示，因","listText":"$梅西百货(M)$投资者仍然忽视了梅西百货的房地产收益潜力 在一第季度极度疲软之后，梅西百货在2017年的第二季度开始企稳和盈利。调整后的营业额同比下降了2.5%，虽然这并不值得庆贺，但相对于梅西百货第一季度4.6%的下降业绩，这是一个很大的进步。 但是，这并没有引起市场的关注，梅西的股票在过去一个月中多次触及多年新低，甚至短暂跌破二十美元。 根据周三收盘加20.83美元，梅西百货的市值略低于64亿美元。此外，根据管理层2017年的规划，梅西百货的股票市盈率只有7个点，这表明投资者仍然低估了公司房地产的收益潜力。 梅西百货降销售出更多的房地产 在第一季度，梅西百货公司实现了9600万美元的资产出售所得款项，以及6800万美元与此交易相关的预订收益，其中超过一半的金额来自明尼阿波利斯中心。 梅西第二季度在房地产交易方面取得了更多的进展，并收入4500万美元的地产收益，迄今为止共计1.5亿美元。所产生的资产出售总额达4300万美元。 与第一季度相反，梅西百货在上个季度从大量的小型交易中获得了可观的现金流，主要来自去年关闭的68家门店的地产出售交易。 例如，梅西百货按照商店所有者宾夕法尼亚地产投资信托（NYSE:PEI）的价格，以890万美元出售了其位于费城郊区的莫尔斯登购物中心（Moorestown Mall）的商店。而PEI在宾夕法尼亚普利茅斯会议中心购买了梅西百货公司的土地租赁服务。同时，梅西百货以700万美元出租了其在弗洛里达州棕榈滩城市广场的店铺土地。资产出售收益带来企稳回升 由于这些房地产销售和强大的交易渠道，梅西最近将本年度资产出售的预期提高了约1亿美元，预计今年将获得2.75亿美元到3亿美元的资产出售收益，不包括出售旧金山市中心男士专卖店所获得的2.35亿美元的收益。 根据这一预期，资产出售收益将占梅西百货今年利润的20%左右。许多投资者认为这是衰落的红色警示，因","text":"$梅西百货(M)$投资者仍然忽视了梅西百货的房地产收益潜力 在一第季度极度疲软之后，梅西百货在2017年的第二季度开始企稳和盈利。调整后的营业额同比下降了2.5%，虽然这并不值得庆贺，但相对于梅西百货第一季度4.6%的下降业绩，这是一个很大的进步。 但是，这并没有引起市场的关注，梅西的股票在过去一个月中多次触及多年新低，甚至短暂跌破二十美元。 根据周三收盘加20.83美元，梅西百货的市值略低于64亿美元。此外，根据管理层2017年的规划，梅西百货的股票市盈率只有7个点，这表明投资者仍然低估了公司房地产的收益潜力。 梅西百货降销售出更多的房地产 在第一季度，梅西百货公司实现了9600万美元的资产出售所得款项，以及6800万美元与此交易相关的预订收益，其中超过一半的金额来自明尼阿波利斯中心。 梅西第二季度在房地产交易方面取得了更多的进展，并收入4500万美元的地产收益，迄今为止共计1.5亿美元。所产生的资产出售总额达4300万美元。 与第一季度相反，梅西百货在上个季度从大量的小型交易中获得了可观的现金流，主要来自去年关闭的68家门店的地产出售交易。 例如，梅西百货按照商店所有者宾夕法尼亚地产投资信托（NYSE:PEI）的价格，以890万美元出售了其位于费城郊区的莫尔斯登购物中心（Moorestown Mall）的商店。而PEI在宾夕法尼亚普利茅斯会议中心购买了梅西百货公司的土地租赁服务。同时，梅西百货以700万美元出租了其在弗洛里达州棕榈滩城市广场的店铺土地。资产出售收益带来企稳回升 由于这些房地产销售和强大的交易渠道，梅西最近将本年度资产出售的预期提高了约1亿美元，预计今年将获得2.75亿美元到3亿美元的资产出售收益，不包括出售旧金山市中心男士专卖店所获得的2.35亿美元的收益。 根据这一预期，资产出售收益将占梅西百货今年利润的20%左右。许多投资者认为这是衰落的红色警示，因","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/91484","isVote":1,"tweetType":1,"viewCount":4636,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"16180209980775","authorId":"16180209980775","name":"九格","avatar":"https://static.tigerbbs.com/9b7351b7dca167cbf31dfae7714bb158","crmLevel":5,"crmLevelSwitch":0,"idStr":"16180209980775","authorIdStr":"16180209980775"},"content":"梅西多头大概一年前就开始宣传“房地产估值”了，不过股价么……","text":"梅西多头大概一年前就开始宣传“房地产估值”了，不过股价么……","html":"梅西多头大概一年前就开始宣传“房地产估值”了，不过股价么……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332725154,"gmtCreate":1610464912178,"gmtModify":1703744584467,"author":{"id":"17913993713772","authorId":"17913993713772","name":"大同不同","avatar":"https://static.laohu8.com/d61b07ca96ab872fbbffc10c8113e785","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"17913993713772","authorIdStr":"17913993713772"},"themes":[],"htmlText":"<a 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（纽约证券交易所市场代码：BAM）正在维梅西50家新的地产置业制定初步开发计划，涉及到在梅西百","listText":"$梅西百货(M)$梅西百货的股票在上周暴跌至多年的新低点，而第二季度的盈利报告中，大部分消息相当积极。梅西百货上周股价暴跌，跌至多年新低点，投资者似乎完全专注于销售和收益仍在下降的情况，而没有关注到梅西百货开始企稳的数据，梅西的股票在12个月内下跌了一半以上的价值。2017年，在百货企业类股票中，梅西百货首当其冲收到投资者的担忧，然而，该公司的长期前景远远优于其现期表现出来的价值。销售收入下降的趋势在减缓一季度，梅西百货门店的销售同比下滑4.6%，营收2.2亿美元，其中房地产收益6800万美元。相比一年前的2.76亿美元的营业收入，只有1400万美元的资产出售收益。上季度的销售额下降了2.5%，好于分析师的预期，也超出了公司的内部预期，调整后的营业收入下降至3.05亿美元（包括房地产收益4300万美元），低于去年同期的3.72亿美元（包括2100万美元的地产收益）。梅西的盈利能力还在后退。但是公司仍然保持盈利，此外，像梅西百货这样的百货公司一般会在第四季度赚取年度大部分收益。资产负载表越来越健康梅西百货在几年前承担了太多的债务后，一直在持续修复其资产负债表。在2016年初，梅西百货负债超出76亿美元，其中包括11亿美元的现金债务。梅西通过预定的本金还本付息以及债务回购相结合，将其债务负担削减至63亿美元，7.83亿美元的现金和现金等价物。即便现在，梅西百货公司的管理层表示，公司能够以更快的速度偿还债务，可能在第四季度继续削减债务，届时将会产生大部分的自由现金流。房地产货币化正在向前发展梅西百货在其房地产货币化的战略上也取得了新的进展。今年以来，已经预售超过1亿美元的房地产收益。全年预计实现2.99-3亿美元的资产出售收益，不包括出售在旧金山联合广场男装店。布鲁克菲尔德资产管理公司 （纽约证券交易所市场代码：BAM）正在维梅西50家新的地产置业制定初步开发计划，涉及到在梅西百","text":"$梅西百货(M)$梅西百货的股票在上周暴跌至多年的新低点，而第二季度的盈利报告中，大部分消息相当积极。梅西百货上周股价暴跌，跌至多年新低点，投资者似乎完全专注于销售和收益仍在下降的情况，而没有关注到梅西百货开始企稳的数据，梅西的股票在12个月内下跌了一半以上的价值。2017年，在百货企业类股票中，梅西百货首当其冲收到投资者的担忧，然而，该公司的长期前景远远优于其现期表现出来的价值。销售收入下降的趋势在减缓一季度，梅西百货门店的销售同比下滑4.6%，营收2.2亿美元，其中房地产收益6800万美元。相比一年前的2.76亿美元的营业收入，只有1400万美元的资产出售收益。上季度的销售额下降了2.5%，好于分析师的预期，也超出了公司的内部预期，调整后的营业收入下降至3.05亿美元（包括房地产收益4300万美元），低于去年同期的3.72亿美元（包括2100万美元的地产收益）。梅西的盈利能力还在后退。但是公司仍然保持盈利，此外，像梅西百货这样的百货公司一般会在第四季度赚取年度大部分收益。资产负载表越来越健康梅西百货在几年前承担了太多的债务后，一直在持续修复其资产负债表。在2016年初，梅西百货负债超出76亿美元，其中包括11亿美元的现金债务。梅西通过预定的本金还本付息以及债务回购相结合，将其债务负担削减至63亿美元，7.83亿美元的现金和现金等价物。即便现在，梅西百货公司的管理层表示，公司能够以更快的速度偿还债务，可能在第四季度继续削减债务，届时将会产生大部分的自由现金流。房地产货币化正在向前发展梅西百货在其房地产货币化的战略上也取得了新的进展。今年以来，已经预售超过1亿美元的房地产收益。全年预计实现2.99-3亿美元的资产出售收益，不包括出售在旧金山联合广场男装店。布鲁克菲尔德资产管理公司 （纽约证券交易所市场代码：BAM）正在维梅西50家新的地产置业制定初步开发计划，涉及到在梅西百","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/85603","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458264260195255","authorId":"3458264260195255","name":"StevenChow","avatar":"https://static.tigerbbs.com/ce55c8856e3ea06656baf059488ceef3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3458264260195255","authorIdStr":"3458264260195255"},"content":"今天开盘如果还是盘前价格，已经10几个点的收益，谢谢你的分析，获益良多","text":"今天开盘如果还是盘前价格，已经10几个点的收益，谢谢你的分析，获益良多","html":"今天开盘如果还是盘前价格，已经10几个点的收益，谢谢你的分析，获益良多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148031,"gmtCreate":1516301219252,"gmtModify":1704887838934,"author":{"id":"17913993713772","authorId":"17913993713772","name":"大同不同","avatar":"https://static.laohu8.com/d61b07ca96ab872fbbffc10c8113e785","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"17913993713772","authorIdStr":"17913993713772"},"themes":[],"title":"网易将成为谷歌重回返国的落脚点","htmlText":"$网易(NTES)$ 凤凰网科技讯 据CNBC网站北京时间1月18日报道，应用市场调研机构App Annie发布的最新数据显示，2017年中国智能手机用户在应用程序上的消费逼近350亿美元，但由于谷歌在中国市场没有应用商店，这意味着面对收入增长机会，谷歌每年错失数十亿美元收入。 app Annie的数据显示，随着中国应用程序用户的支出持续以惊人速度增长，谷歌在该市场失去的潜在收入正越来越多，因为其Google Play应用商店未能重新上线。 2017年，中国消费者在应用程序上消费达到近350亿美元，这一数字在两年内增长了270%，而且未来可能会有更大增幅。 但如此巨大蛋糕，仅有苹果的App Store应用商店以及腾讯、百度等中国公司的安卓应用商店分享，谷歌只有旁观的份儿。伴随2010年谷歌从中国市场撤出搜索业务，包括应用商店在内的大部分服务从中国市场下架。(尽管从技术上讲，中国的智能手机用户可以通过VPN访问Play Store，但2017年的数据显示，只有一小部分用户通过这种方法访问了Google Play。) 在过去8年里，谷歌一直试图在中国市场重新推出Google Play，但未获成功。 与此同时，App Annie预测中国应用市场将继续强劲增长，并称未来中国应用市场发展将呈现“两个版本”。一个是城市版本：在一些城市，比如北京和上海，这些大城市智能手机用户在应用市场的消费已经达到了成熟水平；另一个是小城市和农村版本：这里的人们刚刚开始使用智能手机。谷歌和苹果都会分享其中30%的应用程序购买量，所以当蛋糕越来越大时，它们的份额也会变大。 谷歌最近计划与网易公司合作，重新在中国市场推出经过审查的Play Store，这表明谷歌意识到了中国应用市场的巨大潜力。尽管谷歌母公司Alphabet没有透露其收入中具体有多少来自于Play Store，因为谷歌将这些收入与不断增长的云","listText":"$网易(NTES)$ 凤凰网科技讯 据CNBC网站北京时间1月18日报道，应用市场调研机构App Annie发布的最新数据显示，2017年中国智能手机用户在应用程序上的消费逼近350亿美元，但由于谷歌在中国市场没有应用商店，这意味着面对收入增长机会，谷歌每年错失数十亿美元收入。 app Annie的数据显示，随着中国应用程序用户的支出持续以惊人速度增长，谷歌在该市场失去的潜在收入正越来越多，因为其Google Play应用商店未能重新上线。 2017年，中国消费者在应用程序上消费达到近350亿美元，这一数字在两年内增长了270%，而且未来可能会有更大增幅。 但如此巨大蛋糕，仅有苹果的App Store应用商店以及腾讯、百度等中国公司的安卓应用商店分享，谷歌只有旁观的份儿。伴随2010年谷歌从中国市场撤出搜索业务，包括应用商店在内的大部分服务从中国市场下架。(尽管从技术上讲，中国的智能手机用户可以通过VPN访问Play Store，但2017年的数据显示，只有一小部分用户通过这种方法访问了Google Play。) 在过去8年里，谷歌一直试图在中国市场重新推出Google Play，但未获成功。 与此同时，App Annie预测中国应用市场将继续强劲增长，并称未来中国应用市场发展将呈现“两个版本”。一个是城市版本：在一些城市，比如北京和上海，这些大城市智能手机用户在应用市场的消费已经达到了成熟水平；另一个是小城市和农村版本：这里的人们刚刚开始使用智能手机。谷歌和苹果都会分享其中30%的应用程序购买量，所以当蛋糕越来越大时，它们的份额也会变大。 谷歌最近计划与网易公司合作，重新在中国市场推出经过审查的Play Store，这表明谷歌意识到了中国应用市场的巨大潜力。尽管谷歌母公司Alphabet没有透露其收入中具体有多少来自于Play Store，因为谷歌将这些收入与不断增长的云","text":"$网易(NTES)$ 凤凰网科技讯 据CNBC网站北京时间1月18日报道，应用市场调研机构App Annie发布的最新数据显示，2017年中国智能手机用户在应用程序上的消费逼近350亿美元，但由于谷歌在中国市场没有应用商店，这意味着面对收入增长机会，谷歌每年错失数十亿美元收入。 app Annie的数据显示，随着中国应用程序用户的支出持续以惊人速度增长，谷歌在该市场失去的潜在收入正越来越多，因为其Google Play应用商店未能重新上线。 2017年，中国消费者在应用程序上消费达到近350亿美元，这一数字在两年内增长了270%，而且未来可能会有更大增幅。 但如此巨大蛋糕，仅有苹果的App Store应用商店以及腾讯、百度等中国公司的安卓应用商店分享，谷歌只有旁观的份儿。伴随2010年谷歌从中国市场撤出搜索业务，包括应用商店在内的大部分服务从中国市场下架。(尽管从技术上讲，中国的智能手机用户可以通过VPN访问Play Store，但2017年的数据显示，只有一小部分用户通过这种方法访问了Google Play。) 在过去8年里，谷歌一直试图在中国市场重新推出Google Play，但未获成功。 与此同时，App Annie预测中国应用市场将继续强劲增长，并称未来中国应用市场发展将呈现“两个版本”。一个是城市版本：在一些城市，比如北京和上海，这些大城市智能手机用户在应用市场的消费已经达到了成熟水平；另一个是小城市和农村版本：这里的人们刚刚开始使用智能手机。谷歌和苹果都会分享其中30%的应用程序购买量，所以当蛋糕越来越大时，它们的份额也会变大。 谷歌最近计划与网易公司合作，重新在中国市场推出经过审查的Play Store，这表明谷歌意识到了中国应用市场的巨大潜力。尽管谷歌母公司Alphabet没有透露其收入中具体有多少来自于Play Store，因为谷歌将这些收入与不断增长的云","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/148031","isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"83140456801732","authorId":"83140456801732","name":"三倍杠杆玩期权","avatar":"https://static.tigerbbs.com/f01770b5c9df9beee5074350aeb17cbd","crmLevel":2,"crmLevelSwitch":0,"idStr":"83140456801732","authorIdStr":"83140456801732"},"content":"小编亏傻了吧","text":"小编亏傻了吧","html":"小编亏傻了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":19610,"gmtCreate":1467847903246,"gmtModify":1704871883289,"author":{"id":"17913993713772","authorId":"17913993713772","name":"大同不同","avatar":"https://static.laohu8.com/d61b07ca96ab872fbbffc10c8113e785","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"17913993713772","authorIdStr":"17913993713772"},"themes":[],"title":"京东这样吸筹也太明显了吧？","htmlText":"$京东(JD)$gh京东这样吸筹也太明显了吧？","listText":"$京东(JD)$gh京东这样吸筹也太明显了吧？","text":"$京东(JD)$gh京东这样吸筹也太明显了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/19610","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"2292680092112","authorId":"2292680092112","name":"woju","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"2292680092112","authorIdStr":"2292680092112"},"content":"怎么看出来的","text":"怎么看出来的","html":"怎么看出来的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":20519,"gmtCreate":1468508714186,"gmtModify":1704872004315,"author":{"id":"17913993713772","authorId":"17913993713772","name":"大同不同","avatar":"https://static.laohu8.com/d61b07ca96ab872fbbffc10c8113e785","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"17913993713772","authorIdStr":"17913993713772"},"themes":[],"htmlText":"$京东(JD)$谁在扫货？","listText":"$京东(JD)$谁在扫货？","text":"$京东(JD)$谁在扫货？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/20519","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"36503900255130","authorId":"36503900255130","name":"迷雾森林","avatar":"https://static.laohu8.com/27849548a874c044c2774ecb9e654a34","crmLevel":1,"crmLevelSwitch":1,"idStr":"36503900255130","authorIdStr":"36503900255130"},"content":"垃圾。垃圾","text":"垃圾。垃圾","html":"垃圾。垃圾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":73714,"gmtCreate":1499821133681,"gmtModify":1704878730398,"author":{"id":"17913993713772","authorId":"17913993713772","name":"大同不同","avatar":"https://static.laohu8.com/d61b07ca96ab872fbbffc10c8113e785","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"17913993713772","authorIdStr":"17913993713772"},"themes":[],"title":"抓住零售本质 梅西百货拒绝没落！","htmlText":"$梅西百货(M)$抓住零售本质 梅西百货拒绝没落！2017-07-03 09:17:13 格隆汇 中性　　近期，美国西尔斯百货宣布裁员以精简机构，加拿大西尔斯更是到了破产清算的地步，2016年世界500强中，西尔斯控股排名425位，而曾经号称“最大百货商店”的梅西百货已经排在了389位。　　几年来，梅西百货的日子并不好过，网络搜索“梅西百货”，跳出来最多的就是闭店、裁员、股价下跌等关键词，甚至还顶了“拖累美国零售股整体走低”之名。虽过分唱衰了梅西百货，但是发展乏力也是不争的事实。　　梅西官方也宣布2017 年将关闭 68 家门面店，裁员 10000 人。显然，这波美国百货业的颓势与亚马逊为代表的电商难逃干系。　　然而，像梅西百货这样一家有着159年历史，拥有800多家店面的百货零售企业真的就此走向没落了吗，市场还会给它机会吗？　　今年年初，资本市场一度传出梅西百货将要被出售的消息，而最抢眼的有意购买者正是亚马逊，前一阵亚马逊成功收购了美国最大的有机食品零售商全食超市。　　梅西百货在经营模式上和全食超市十分相似，同样以中产阶级为主要客户群、着力打造的自有品牌群和完备的产业链结构。亚马逊觊觎线下实体零售体由来已久，最主要的目的有两个，其一借助这些供应链体系降低自己的流通成本；其二，借助实体零售商打通线上线下营销场景。　　从这两点看，梅西百货依然具备强有力的价值，只不过在大环境的约束下，在百货业普遍发展疲软的影响下，价值点被掩盖了下来。但是不管零售的方式、场景如何变化，满足顾客的需求这个零售的本质不会变化，零售商的供应链、产品和服务等依然是主要支撑点，也是梅西百货绝地反击的有效武器。　　实体零售商和电商打到这个份儿上，基本上没有哪家是单一渠道了，关键在于谁可以真正打通各个环节壁垒，线上线下价格统一，调配供应链。梅西百货的全渠道策略有个非常明确的主题—— “让购物体验简单而周到”。","listText":"$梅西百货(M)$抓住零售本质 梅西百货拒绝没落！2017-07-03 09:17:13 格隆汇 中性　　近期，美国西尔斯百货宣布裁员以精简机构，加拿大西尔斯更是到了破产清算的地步，2016年世界500强中，西尔斯控股排名425位，而曾经号称“最大百货商店”的梅西百货已经排在了389位。　　几年来，梅西百货的日子并不好过，网络搜索“梅西百货”，跳出来最多的就是闭店、裁员、股价下跌等关键词，甚至还顶了“拖累美国零售股整体走低”之名。虽过分唱衰了梅西百货，但是发展乏力也是不争的事实。　　梅西官方也宣布2017 年将关闭 68 家门面店，裁员 10000 人。显然，这波美国百货业的颓势与亚马逊为代表的电商难逃干系。　　然而，像梅西百货这样一家有着159年历史，拥有800多家店面的百货零售企业真的就此走向没落了吗，市场还会给它机会吗？　　今年年初，资本市场一度传出梅西百货将要被出售的消息，而最抢眼的有意购买者正是亚马逊，前一阵亚马逊成功收购了美国最大的有机食品零售商全食超市。　　梅西百货在经营模式上和全食超市十分相似，同样以中产阶级为主要客户群、着力打造的自有品牌群和完备的产业链结构。亚马逊觊觎线下实体零售体由来已久，最主要的目的有两个，其一借助这些供应链体系降低自己的流通成本；其二，借助实体零售商打通线上线下营销场景。　　从这两点看，梅西百货依然具备强有力的价值，只不过在大环境的约束下，在百货业普遍发展疲软的影响下，价值点被掩盖了下来。但是不管零售的方式、场景如何变化，满足顾客的需求这个零售的本质不会变化，零售商的供应链、产品和服务等依然是主要支撑点，也是梅西百货绝地反击的有效武器。　　实体零售商和电商打到这个份儿上，基本上没有哪家是单一渠道了，关键在于谁可以真正打通各个环节壁垒，线上线下价格统一，调配供应链。梅西百货的全渠道策略有个非常明确的主题—— “让购物体验简单而周到”。","text":"$梅西百货(M)$抓住零售本质 梅西百货拒绝没落！2017-07-03 09:17:13 格隆汇 中性　　近期，美国西尔斯百货宣布裁员以精简机构，加拿大西尔斯更是到了破产清算的地步，2016年世界500强中，西尔斯控股排名425位，而曾经号称“最大百货商店”的梅西百货已经排在了389位。　　几年来，梅西百货的日子并不好过，网络搜索“梅西百货”，跳出来最多的就是闭店、裁员、股价下跌等关键词，甚至还顶了“拖累美国零售股整体走低”之名。虽过分唱衰了梅西百货，但是发展乏力也是不争的事实。　　梅西官方也宣布2017 年将关闭 68 家门面店，裁员 10000 人。显然，这波美国百货业的颓势与亚马逊为代表的电商难逃干系。　　然而，像梅西百货这样一家有着159年历史，拥有800多家店面的百货零售企业真的就此走向没落了吗，市场还会给它机会吗？　　今年年初，资本市场一度传出梅西百货将要被出售的消息，而最抢眼的有意购买者正是亚马逊，前一阵亚马逊成功收购了美国最大的有机食品零售商全食超市。　　梅西百货在经营模式上和全食超市十分相似，同样以中产阶级为主要客户群、着力打造的自有品牌群和完备的产业链结构。亚马逊觊觎线下实体零售体由来已久，最主要的目的有两个，其一借助这些供应链体系降低自己的流通成本；其二，借助实体零售商打通线上线下营销场景。　　从这两点看，梅西百货依然具备强有力的价值，只不过在大环境的约束下，在百货业普遍发展疲软的影响下，价值点被掩盖了下来。但是不管零售的方式、场景如何变化，满足顾客的需求这个零售的本质不会变化，零售商的供应链、产品和服务等依然是主要支撑点，也是梅西百货绝地反击的有效武器。　　实体零售商和电商打到这个份儿上，基本上没有哪家是单一渠道了，关键在于谁可以真正打通各个环节壁垒，线上线下价格统一，调配供应链。梅西百货的全渠道策略有个非常明确的主题—— “让购物体验简单而周到”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/73714","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"61837846166985","authorId":"61837846166985","name":"墨菲","avatar":"https://static.laohu8.com/tiger_upload_file_1453127828.png","crmLevel":2,"crmLevelSwitch":0,"idStr":"61837846166985","authorIdStr":"61837846166985"},"content":"梅西现在市值60亿美金，一年的营业额250亿美金，股息大概6%，这个营业额应该不在世界五百强了。市值反映市场对实体销售的极度悲观，虽然梅西连续7个极度营业额下降，但是降幅有限。国内的电子商务阶段与模式都比美国领先，国内的阿里、京东，都在密集布局线下，实在线上线下融合的探索，亚马逊收购全食也是我认为就是对阿里模式的学习。所以，梅西作为传统商业的代表，以现在这么低估值，被整合、收购、转型的机会非常大。","text":"梅西现在市值60亿美金，一年的营业额250亿美金，股息大概6%，这个营业额应该不在世界五百强了。市值反映市场对实体销售的极度悲观，虽然梅西连续7个极度营业额下降，但是降幅有限。国内的电子商务阶段与模式都比美国领先，国内的阿里、京东，都在密集布局线下，实在线上线下融合的探索，亚马逊收购全食也是我认为就是对阿里模式的学习。所以，梅西作为传统商业的代表，以现在这么低估值，被整合、收购、转型的机会非常大。","html":"梅西现在市值60亿美金，一年的营业额250亿美金，股息大概6%，这个营业额应该不在世界五百强了。市值反映市场对实体销售的极度悲观，虽然梅西连续7个极度营业额下降，但是降幅有限。国内的电子商务阶段与模式都比美国领先，国内的阿里、京东，都在密集布局线下，实在线上线下融合的探索，亚马逊收购全食也是我认为就是对阿里模式的学习。所以，梅西作为传统商业的代表，以现在这么低估值，被整合、收购、转型的机会非常大。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":22186,"gmtCreate":1469662309396,"gmtModify":1704872229724,"author":{"id":"17913993713772","authorId":"17913993713772","name":"大同不同","avatar":"https://static.laohu8.com/d61b07ca96ab872fbbffc10c8113e785","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"17913993713772","authorIdStr":"17913993713772"},"themes":[],"title":"8月4日季报","htmlText":"$京东(JD)$等京东8月4日季报。","listText":"$京东(JD)$等京东8月4日季报。","text":"$京东(JD)$等京东8月4日季报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/22186","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"156975229691980","authorId":"156975229691980","name":"L897","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"156975229691980","authorIdStr":"156975229691980"},"content":"看多，都上杠杆了。","text":"看多，都上杠杆了。","html":"看多，都上杠杆了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990619720,"gmtCreate":1562550693160,"gmtModify":1704703809824,"author":{"id":"17913993713772","authorId":"17913993713772","name":"大同不同","avatar":"https://static.laohu8.com/d61b07ca96ab872fbbffc10c8113e785","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"17913993713772","authorIdStr":"17913993713772"},"themes":[],"title":"华为高管加拿大被捕内幕曝光，汇丰黑手浮出水面。","htmlText":"<a href=\"https://laohu8.com/S/00005\">$汇丰控股(00005)$</a>&nbsp;http://3g.k.sohu.com/f/f376163124?from=0原标题：外媒爆料：原来是汇丰银行！暗地里“阴”了华为近日，英国《金融时报》披露称，因洗钱和违反制裁法案等一系列问题而被美国司法部盯上的汇丰银行，为逃脱处罚，同意在其他案件中“配合”美国司法部的调查。中国的华为公司成为了这种“配合”下的受害者，最终导致华为高管被捕。英国《金融时报》的报道还透露，汇丰曾于今年年初向中方解释说自己是“被迫”的。但在上周，华为公司创始人任正非在接受《金融时报》采访时表示汇丰的说法有问题。外媒称汇丰为脱罪帮美国政府“搞”华为关于汇丰在华为公司所涉案件中的角色，英国路透社在今年2月就已经有过详细的一轮报道。截图来自路透社的报道根据路透社当时的报道，汇丰在2016年年底到2017年开始“配合”美国司法部对华为发起的“调查”，原因是为了换取美国司法部对汇丰银行的宽恕，因为汇丰本身还涉及其他违反美国制裁禁令的案件。截图来自路透社的报道路透社称，汇丰银行通过“内部调查”，帮美国司法部搞到了一份可用来起诉华为公司的材料，为美国司法部罗织对华为动手的“罪名”提供了帮助，最终导致华为的高管在加拿大被抓。路透社进一步报道称，华为公司于2012年和2013年时曾被路透社报道过他们与一家伊朗合作伙伴的业务与关系。当时华为除了对媒体澄清了这些事情，也与合作伙伴进行了沟通和澄清。其中，如今被加拿大政府扣押的这位华为公司的高管与汇丰银行的一位高管当面进行了沟通，表示华为没有任何不合规的情况，并给这位汇丰高管提供了一份PPT文件说明情况。截图来自路透社的报道但令华为没想到的是，在2017年，当汇丰因银行自身所涉嫌的违法问题面临美国司法部的起诉时，为了换取美国司法部的宽恕，汇丰便将这份","listText":"<a 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