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反套路
10-30
$Nu Holdings Ltd.(NU)$
反套路
08-24
最近老虎改版怎么说呢?可以换一个产品总监了
反套路
2023-06-08
#Nubank 验证了自己的判断,真的好公司得对它有耐心,有信心
反套路
2022-02-19
那怎么医
媒体:资本无序扩张的病 不能仅靠裁员来医
反套路
2021-12-16
太肤浅的解读
强烈建议向爱奇艺管理层授予诺贝尔经济学奖
反套路
2021-07-07
这是要开倒车吗
反套路
2021-05-27
$名创优品(MNSO)$
为啥跌
反套路
2021-04-15
$36氪(KRKR)$
财报写的不清不楚
反套路
2021-04-15
$爱奇艺(IQ)$
什么鬼情况
反套路
2021-03-13
$36氪(KRKR)$
财报呢?
反套路
2021-02-05
$快手-W(01024)$
有点疯狂
反套路
2020-07-13
$特斯拉(TSLA)$
疯了吗
反套路
2020-05-11
$Zoom(ZM)$
这几次不断低买高抛都不错
反套路
2020-03-20
$优步(UBER)$
2天不到
反套路
2020-03-05
#Uber seems to be experiencing widespread issues right now with driver and passenger apps.
$优步(UBER)$
反套路
2020-01-22
生物医药股?
反套路
2018-08-02
$百度(BIDU)$ 因该是被套路了,放消息的早就买满了看跌期权
反套路
2018-05-17
280mark一下
$百度(BIDU)$ 以上
280mark一下
反套路
2018-03-16
$微博(WB)$ 要跌了,手机上使用时长都被头条抢走了,没机会了
反套路
2017-11-17
$Line Corp(LN)$ 坚持拿着不放手
去老虎APP查看更多动态
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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-02-16/doc-ikyakumy6206448.shtml><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从傲慢上市到黯然裁员,滴滴市值蒸发七成的同时,业务已迎来全面调整。值得一提的是,滴滴裁撤中的橙心优选曾经也是被资本簇拥前行的代表,成为拼多多、阿里、美团大力布局的板块。如今,各大平台对于社区团购业务的布局更显谨慎。面对多重监管,滴滴不是第一个,也不是最后一个,互联网平台企业利用资本无序扩张的时代已经结束。 截至记者发稿前,滴滴美股最近一个交易日(2月14日)的收盘价为4.28美元,总市值约为202...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-02-16/doc-ikyakumy6206448.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4022":"陆运","BK4526":"热门中概股","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","DIDI":"滴滴(已退市)","BK4539":"次新股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-02-16/doc-ikyakumy6206448.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212640476","content_text":"从傲慢上市到黯然裁员,滴滴市值蒸发七成的同时,业务已迎来全面调整。值得一提的是,滴滴裁撤中的橙心优选曾经也是被资本簇拥前行的代表,成为拼多多、阿里、美团大力布局的板块。如今,各大平台对于社区团购业务的布局更显谨慎。面对多重监管,滴滴不是第一个,也不是最后一个,互联网平台企业利用资本无序扩张的时代已经结束。 截至记者发稿前,滴滴美股最近一个交易日(2月14日)的收盘价为4.28美元,总市值约为202亿美元。按14美元/股的发行价计算,市值缩水了近七成。以市值为学费,换一条合规健康发展的“康庄大道”,对于即将满10岁的滴滴来说,也不失为一条正路。 (上证报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607792163,"gmtCreate":1639584822983,"gmtModify":1639584822983,"author":{"id":"19566070945960","authorId":"19566070945960","name":"反套路","avatar":"https://static.tigerbbs.com/a75c516b230e227d64bb5b47cd9a3c51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"19566070945960","authorIdStr":"19566070945960"},"themes":[],"htmlText":"太肤浅的解读","listText":"太肤浅的解读","text":"太肤浅的解读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607792163","repostId":"2191962607","repostType":2,"repost":{"id":"2191962607","kind":"news","pubTimestamp":1639562708,"share":"https://www.laohu8.com/m/news/2191962607?lang=&edition=full","pubTime":"2021-12-15 18:05","market":"hk","language":"zh","title":"强烈建议向爱奇艺管理层授予诺贝尔经济学奖","url":"https://stock-news.laohu8.com/highlight/detail?id=2191962607","media":"创事记","summary":"第一门是《经济学》,又名《西方经济学》。这两门都是理论课程,不同之处在于,前一门是适用于世界各国的经济学理论,后一门是适用于中国的经济学理论。很可惜,今年的诺贝尔经济学奖已经颁出去了。但是,我强烈建议把明年的诺贝尔经济学奖颁给爱奇艺管理层。不过,我们必须公允地指出:爱奇艺是否打破了西方经济学的基础理论,爱奇艺管理层能不能拿到明年的诺贝尔经济学奖,还是一个未知数。","content":"<html><body><p>\n<figure>\n<img h=\"314\" src=\"http://n.sinaimg.cn/tech/crawl/64/w550h314/20211215/a3cf-c0c03aca45dc8a1bdaa9f99523fa7bb3.jpg\" w=\"550\"/>\n</figure>\n</p><p><span>欢迎关注“<a href=\"https://laohu8.com/S/SINA\">新浪</a>科技”的微信订阅号:techsina </span></p>\n<p>文/裴培</p>\n<p>来源:互联网怪盗团(ID:TMTphantom)</p>\n<p>我读大学期间,学习过两门经济学基础课程:</p>\n<p>第一门是《经济学》,又名《西方经济学》。</p>\n<p>第二门是《中国改革开放专题》(好像是叫这个名字,忘了,反正差不多)。</p>\n<p>这两门都是理论课程,不同之处在于,前一门是适用于世界各国(不含中国)的经济学理论,后一门是适用于中国的经济学理论。附带说一句,本来我们还应该学习一门《马政经》,但是学了《中国改革开放专题》就可以完全覆盖了。</p>\n<p>《经济学》只有一个老师教,基本就是按照英文翻译教材照本宣科,中间有不少图表和数学模型,不是轻轻松松就能混过去的。考试难度适中,基本没有挂的,但是要得90分也很困难。</p>\n<p>《中国改革开放专题》有好几个老师教,其中包括本院乃至本校赫赫有名的几位大教授,而且没有教材,基本全靠老师的课件。这门课用不上什么数学模型,主要是历史案例分析,例如八十年代的价格闯关、九十年代的国企改革、二十一世纪初加入WTO,等等。考试难度近乎于零,就算没听也能拿高分。</p>\n<p>你是不是看出什么矛盾了?《经济学》课程明明比较难、比较成体系,却不需要很优秀的老师教;《中国改革开放专题》课程明明比较简单、完全不成体系,却需要最优秀的好几个老师一起教。更重要的是,哪怕你从头到尾认真听完后一门课(我们那年头没人这样做),也很难说自己真正学到了什么。</p>\n<p>当年我曾经向老师表达过上述疑问。老师和蔼地摸着我的头说:“中国经济的问题很复杂,包括政策的问题、市场的问题、企业经营的问题,比西方经济复杂得多。我们总不能单纯拿老外的那套理论去糊弄你们。然而,考虑到你们的知识准备不够,缺乏现实历练,感觉自己听不进去也是正常的。”</p>\n<p>一转眼,十多年过去了。在这十多年里,中国经济的复杂性不断刷新着我的认识。今天,我的认识又被刷新了一次——<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>彻底打破了基本的西方经济学理论,再次证明了“西方经济学不能用于解释中国经济实践”这个真理。</p>\n<p>很可惜,今年的诺贝尔经济学奖已经颁出去了。但是,我强烈建议把明年的诺贝尔经济学奖颁给爱奇艺管理层。颁给其他任何人,都将是现代经济学历史上最大的学术丑闻,是对爱奇艺的强烈不尊重,是不得人心的,是逆历史潮流而动的!</p>\n<p>西方经济学课本的第一个图表就是“供需关系”。一代又一代的经济学家告诉我们:在正常情况下,一种产品的价格越低,市场需求就越高,这就是所谓的“价格弹性”。当然,也存在价格弹性为零甚至为负数的商品,可是这些商品的比例很小,往往只存在于特殊的历史时期。</p>\n<p>因此,如果一家公司发现自己的产品卖得不好、入不敷出,最直接的解决方法就是降价;如果降价还不能提升销量,那就应该干脆退出市场。在卖得不好的情况下还主动提价,纯属活得不耐烦了,课本里甚至举不出这样的案例。</p>\n<div sax-type=\"proxy\"></div><p>可是就在今天,2021年12月15日,爱奇艺彻底打破了上述“价格弹性理论”。它提升了自己的VIP会员订阅价格。具体而言:</p>\n<p>“黄金VIP连续包月”从19元上调至22元;</p>\n<p>“黄金VIP普通包月”从25元上调至30元;</p>\n<p>“黄金VIP连续包季”从58元上调至63元;</p>\n<p>“黄金VIP普通包季”从68元上调至78元;</p>\n<p>“黄金VIP连续包年”暂时维持218元,等到2022年12月再调整;</p>\n<p>“黄金VIP普通包年”暂时维持248元,等到2022年12月再调整。</p>\n<p>在本次提价之前,爱奇艺的VIP会员数量已经连续两年停止增长:2021年9月底有1.030亿付费用户,去年同期有1.048亿,前年同期则是1.058亿。要知道,这两年是整个互联网行业拼命吃“宅家红利”的两年,包括游戏、图文信息流、短视频、中视频在内的各个内容品类都吃到了红利,唯独长视频平台混成了这样。<a href=\"https://laohu8.com/S/00700\">腾讯</a>视频和优酷的情况未必好到哪里去(甚至更差),可谁叫爱奇艺是唯一一家独立上市的长视频平台呢?</p>\n<p>在用户显然已经对长视频失去兴趣、付费意愿平平的情况下,爱奇艺选择了提价。西方经济学理论告诉我们,这将导致销量的滑坡,并很可能导致销售额的大幅滑坡——种种迹象显示,长视频会员的价格弹性很可能大于1.0,提高一个单位的价格会导致大于一个单位的销量下滑。降价才是符合经济学理论的行为。</p>\n<p>然而,爱奇艺不但毅然决然地选择了提价,而且爱奇艺的股价在盘前还出现了大幅上涨。这充分说明,全世界的投资者都认为,像爱奇艺这样的中国长视频平台可以无视西方经济学理论,在用户需求明显下滑的情况下还能提价并获得高收入。</p>\n<p>附带说一句,在2021年上半年,三大长视频平台对短视频/中视频平台展开版权保护行动时,广大消费者对它们还是比较同情的,也确实有很多人认为<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、快手和B站应该在一定程度上为爱奇艺的窘况负责。遗憾的是,自从某互联网公司负责视频业务板块的副总裁在某次会议上“炮轰盗版”之后,消费者的同情心就烟消云散了,转而一边倒的痛骂长视频平台。爱奇艺其实也很无奈,因为“炮轰盗版”的不是它,而是友商。唉,人倒霉了,喝水都塞牙。</p>\n<p>不过,我们必须公允地指出:爱奇艺是否打破了西方经济学的基础理论,爱奇艺管理层能不能拿到明年的诺贝尔经济学奖,还是一个未知数。因为我们还不知道,在爱奇艺提升VIP会员价格之后,广大消费者买不买账啊!</p>\n<p>如果大家买账,爱奇艺成功实现了“加价又增收”,充分证明西方经济学的所谓需求曲线是鬼扯淡,也就从根本上推翻了整个西方经济学理论,还能证明整个西方社会科学研究体系的虚伪性、空洞性。</p>\n<p>如果大家不买账,爱奇艺加价了却没有增收……那就说明西方经济学理论还奏效,中国的消费品市场也符合西方经济学的一般理论,没有什么东西被证伪了咯。</p>\n<p>这是一个至关重要、意义深远的选择。大家请一定站到正确的一边!</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>强烈建议向爱奇艺管理层授予诺贝尔经济学奖</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 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class=\"title\">\n强烈建议向爱奇艺管理层授予诺贝尔经济学奖\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 18:05 北京时间 <a href=http://tech.sina.cn/csj/2021-12-15/doc-ikyamrmy9165877.d.html?vt=4><strong>创事记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>欢迎关注“新浪科技”的微信订阅号:techsina \n文/裴培\n来源:互联网怪盗团(ID:TMTphantom)\n我读大学期间,学习过两门经济学基础课程:\n第一门是《经济学》,又名《西方经济学》。\n第二门是《中国改革开放专题》(好像是叫这个名字,忘了,反正差不多)。\n这两门都是理论课程,不同之处在于,前一门是适用于世界各国(不含中国)的经济学理论,后一门是适用于中国的经济学理论。附带说一句,本来...</p>\n\n<a href=\"http://tech.sina.cn/csj/2021-12-15/doc-ikyamrmy9165877.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/crawl/64/w550h314/20211215/a3cf-c0c03aca45dc8a1bdaa9f99523fa7bb3.jpg/w120h90l50t1e21.jpg","relate_stocks":{"BK4526":"热门中概股","BK4552":"Archegos爆仓风波概念","BK4531":"中概回港概念","IQ":"爱奇艺","BK4108":"电影和娱乐","BK4505":"高瓴资本持仓"},"source_url":"http://tech.sina.cn/csj/2021-12-15/doc-ikyamrmy9165877.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191962607","content_text":"欢迎关注“新浪科技”的微信订阅号:techsina \n文/裴培\n来源:互联网怪盗团(ID:TMTphantom)\n我读大学期间,学习过两门经济学基础课程:\n第一门是《经济学》,又名《西方经济学》。\n第二门是《中国改革开放专题》(好像是叫这个名字,忘了,反正差不多)。\n这两门都是理论课程,不同之处在于,前一门是适用于世界各国(不含中国)的经济学理论,后一门是适用于中国的经济学理论。附带说一句,本来我们还应该学习一门《马政经》,但是学了《中国改革开放专题》就可以完全覆盖了。\n《经济学》只有一个老师教,基本就是按照英文翻译教材照本宣科,中间有不少图表和数学模型,不是轻轻松松就能混过去的。考试难度适中,基本没有挂的,但是要得90分也很困难。\n《中国改革开放专题》有好几个老师教,其中包括本院乃至本校赫赫有名的几位大教授,而且没有教材,基本全靠老师的课件。这门课用不上什么数学模型,主要是历史案例分析,例如八十年代的价格闯关、九十年代的国企改革、二十一世纪初加入WTO,等等。考试难度近乎于零,就算没听也能拿高分。\n你是不是看出什么矛盾了?《经济学》课程明明比较难、比较成体系,却不需要很优秀的老师教;《中国改革开放专题》课程明明比较简单、完全不成体系,却需要最优秀的好几个老师一起教。更重要的是,哪怕你从头到尾认真听完后一门课(我们那年头没人这样做),也很难说自己真正学到了什么。\n当年我曾经向老师表达过上述疑问。老师和蔼地摸着我的头说:“中国经济的问题很复杂,包括政策的问题、市场的问题、企业经营的问题,比西方经济复杂得多。我们总不能单纯拿老外的那套理论去糊弄你们。然而,考虑到你们的知识准备不够,缺乏现实历练,感觉自己听不进去也是正常的。”\n一转眼,十多年过去了。在这十多年里,中国经济的复杂性不断刷新着我的认识。今天,我的认识又被刷新了一次——爱奇艺彻底打破了基本的西方经济学理论,再次证明了“西方经济学不能用于解释中国经济实践”这个真理。\n很可惜,今年的诺贝尔经济学奖已经颁出去了。但是,我强烈建议把明年的诺贝尔经济学奖颁给爱奇艺管理层。颁给其他任何人,都将是现代经济学历史上最大的学术丑闻,是对爱奇艺的强烈不尊重,是不得人心的,是逆历史潮流而动的!\n西方经济学课本的第一个图表就是“供需关系”。一代又一代的经济学家告诉我们:在正常情况下,一种产品的价格越低,市场需求就越高,这就是所谓的“价格弹性”。当然,也存在价格弹性为零甚至为负数的商品,可是这些商品的比例很小,往往只存在于特殊的历史时期。\n因此,如果一家公司发现自己的产品卖得不好、入不敷出,最直接的解决方法就是降价;如果降价还不能提升销量,那就应该干脆退出市场。在卖得不好的情况下还主动提价,纯属活得不耐烦了,课本里甚至举不出这样的案例。\n可是就在今天,2021年12月15日,爱奇艺彻底打破了上述“价格弹性理论”。它提升了自己的VIP会员订阅价格。具体而言:\n“黄金VIP连续包月”从19元上调至22元;\n“黄金VIP普通包月”从25元上调至30元;\n“黄金VIP连续包季”从58元上调至63元;\n“黄金VIP普通包季”从68元上调至78元;\n“黄金VIP连续包年”暂时维持218元,等到2022年12月再调整;\n“黄金VIP普通包年”暂时维持248元,等到2022年12月再调整。\n在本次提价之前,爱奇艺的VIP会员数量已经连续两年停止增长:2021年9月底有1.030亿付费用户,去年同期有1.048亿,前年同期则是1.058亿。要知道,这两年是整个互联网行业拼命吃“宅家红利”的两年,包括游戏、图文信息流、短视频、中视频在内的各个内容品类都吃到了红利,唯独长视频平台混成了这样。腾讯视频和优酷的情况未必好到哪里去(甚至更差),可谁叫爱奇艺是唯一一家独立上市的长视频平台呢?\n在用户显然已经对长视频失去兴趣、付费意愿平平的情况下,爱奇艺选择了提价。西方经济学理论告诉我们,这将导致销量的滑坡,并很可能导致销售额的大幅滑坡——种种迹象显示,长视频会员的价格弹性很可能大于1.0,提高一个单位的价格会导致大于一个单位的销量下滑。降价才是符合经济学理论的行为。\n然而,爱奇艺不但毅然决然地选择了提价,而且爱奇艺的股价在盘前还出现了大幅上涨。这充分说明,全世界的投资者都认为,像爱奇艺这样的中国长视频平台可以无视西方经济学理论,在用户需求明显下滑的情况下还能提价并获得高收入。\n附带说一句,在2021年上半年,三大长视频平台对短视频/中视频平台展开版权保护行动时,广大消费者对它们还是比较同情的,也确实有很多人认为抖音、快手和B站应该在一定程度上为爱奇艺的窘况负责。遗憾的是,自从某互联网公司负责视频业务板块的副总裁在某次会议上“炮轰盗版”之后,消费者的同情心就烟消云散了,转而一边倒的痛骂长视频平台。爱奇艺其实也很无奈,因为“炮轰盗版”的不是它,而是友商。唉,人倒霉了,喝水都塞牙。\n不过,我们必须公允地指出:爱奇艺是否打破了西方经济学的基础理论,爱奇艺管理层能不能拿到明年的诺贝尔经济学奖,还是一个未知数。因为我们还不知道,在爱奇艺提升VIP会员价格之后,广大消费者买不买账啊!\n如果大家买账,爱奇艺成功实现了“加价又增收”,充分证明西方经济学的所谓需求曲线是鬼扯淡,也就从根本上推翻了整个西方经济学理论,还能证明整个西方社会科学研究体系的虚伪性、空洞性。\n如果大家不买账,爱奇艺加价了却没有增收……那就说明西方经济学理论还奏效,中国的消费品市场也符合西方经济学的一般理论,没有什么东西被证伪了咯。\n这是一个至关重要、意义深远的选择。大家请一定站到正确的一边!","news_type":1},"isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157552173,"gmtCreate":1625593890992,"gmtModify":1625593890992,"author":{"id":"19566070945960","authorId":"19566070945960","name":"反套路","avatar":"https://static.tigerbbs.com/a75c516b230e227d64bb5b47cd9a3c51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"19566070945960","authorIdStr":"19566070945960"},"themes":[],"htmlText":"这是要开倒车吗","listText":"这是要开倒车吗","text":"这是要开倒车吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157552173","isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135952500,"gmtCreate":1622127655600,"gmtModify":1622127655600,"author":{"id":"19566070945960","authorId":"19566070945960","name":"反套路","avatar":"https://static.tigerbbs.com/a75c516b230e227d64bb5b47cd9a3c51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"19566070945960","authorIdStr":"19566070945960"},"themes":[],"htmlText":"<a 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