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闷声Leon
2021-10-04
说说你对这篇新闻的看法...
中国恒大、恒大物业:公司短暂停牌,以待刊发重大交易公告
闷声Leon
2021-04-26
$爱彼迎(ABNB)$
深度解读,各位虎友可以借鉴一下
@闷声_Leon:【Viper深度】Airbnb 互联网时代的旅行破局者
闷声Leon
2020-08-21
$美团点评-W(03690)$
$Zoom(ZM)$
$特斯拉(TSLA)$
$阿里巴巴(BABA)$
听说大家喜欢晒一下收益率
闷声Leon
2020-08-21
$美团点评-W(03690)$
看一看美团还能不能财报后再来一轮
闷声Leon
2020-07-30
收盘85%, 一天时间超过NIO
@小虎活动:猜理想汽车首日涨跌幅,赢66虎币!
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referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"06666":"恒大物业","03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101787912","content_text":"10月4日电,中国恒大、恒大物业在港交所公告,公司股份短暂停止买卖。中国恒大称有待本公司刊发一份载有重大披露事项的交易公告。恒大物业称有待公司刊发一份根据香港公司收购及合并守则而作出及构成内幕消息及可能全面要约本公司股份的公告。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374067827,"gmtCreate":1619403016169,"gmtModify":1619403016169,"author":{"id":"2145549801900","authorId":"2145549801900","name":"闷声Leon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"2145549801900","idStr":"2145549801900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>深度解读,各位虎友可以借鉴一下","listText":"<a href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>深度解读,各位虎友可以借鉴一下","text":"$爱彼迎(ABNB)$深度解读,各位虎友可以借鉴一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374067827","repostId":"375799562","repostType":1,"repost":{"id":375799562,"gmtCreate":1619395718656,"gmtModify":1619402598132,"author":{"id":"3582489081558413","authorId":"3582489081558413","name":"闷声_Leon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582489081558413","idStr":"3582489081558413"},"themes":[],"title":"【Viper深度】Airbnb 互联网时代的旅行破局者","htmlText":"最近对Airbnb进行一次深度研究,虽然现在的估值很高但是长期增长空间和基本面还是非常的不错。我也开始新模式的创业视屏+研报。视屏能更加直观清晰的讨论一个公司的内容,把我的所思所想带有感情的抒发出来。好了不多说了下面就是视屏连接: 国内B站连接:https://www.bilibili.com/video/BV1nQ4y1Z7vy/ 海外YouTube连接:https://www.youtube.com/watch?v=xAa7iYhQst0&t=1s 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Airbnb长期是互联网一代人的垄断商旅平台,该公司具备全球最强的房东网络形成了供给端的绝对垄断优势把竞争对手全部隔离在外。再利用品牌的积累和不断增加的高粘性用户最终成为下一代的超级OTA平台。从大环境上看,全球的旅行市场格局逐渐发生结构性变化。全球私人短租市场的市占率从08年,的7%路提高到今天的11%。除了北美的VRBO,几乎没有遇到一个能打的。在中东和南美地区市场,甚至超过了80%。Airbnb在招股书中认为潜在市场规模达到2.7万亿美元。作为疫情前Airbnb订单额不到,38亿的角度上来看,似乎还有75倍的增长空间。 这27万亿的市场组合具体为: 全球每年一共有65亿次出行,也就是118亿间房,按照每晚110美元的价格来算这就是一个1万亿美元的住房市场。 其次再加上服务类型公寓,目的地短租等等又是500亿的规模。 最后还有各类景点体验以","text":"最近对Airbnb进行一次深度研究,虽然现在的估值很高但是长期增长空间和基本面还是非常的不错。我也开始新模式的创业视屏+研报。视屏能更加直观清晰的讨论一个公司的内容,把我的所思所想带有感情的抒发出来。好了不多说了下面就是视屏连接: 国内B站连接:https://www.bilibili.com/video/BV1nQ4y1Z7vy/ 海外YouTube连接:https://www.youtube.com/watch?v=xAa7iYhQst0&t=1s 说起Airbnb相信大家都不陌生,它是全球民宿分享平台的鼻祖,成功的让一个陌生人入驻到了另外一个陌生人家里的共享经济。自2008年创立至今Airbnb正在逐渐改变我们的旅行方式。去年2020年12月上市以来,Airbnb的股价也是一飞冲天IPO定价68美元现在股价已经达到了188美元。明明疫情对Airbnb的生意是沉重的打击,但是为何Airbnb的股价可以高歌猛进? 我们认为 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最后还有各类景点体验以","images":[{"img":"https://static.tigerbbs.com/a9f4d328a9207967f0c395710fec7ee2","width":"2020","height":"916"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375799562","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820012358,"gmtCreate":1633324193261,"gmtModify":1633324193261,"author":{"id":"2145549801900","authorId":"2145549801900","name":"闷声Leon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"2145549801900","authorIdStr":"2145549801900"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820012358","repostId":"1101787912","repostType":4,"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942113568,"gmtCreate":1596107875054,"gmtModify":1704211012636,"author":{"id":"2145549801900","authorId":"2145549801900","name":"闷声Leon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"2145549801900","authorIdStr":"2145549801900"},"themes":[],"htmlText":"收盘85%, 一天时间超过NIO","listText":"收盘85%, 一天时间超过NIO","text":"收盘85%, 一天时间超过NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942113568","repostId":"942326934","repostType":1,"repost":{"id":942326934,"gmtCreate":1596092163622,"gmtModify":1704210921247,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"猜理想汽车首日涨跌幅,赢66虎币!","htmlText":"继<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 汽车后,造成新势力<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 将在今晚登陆纳斯达克! 今年以来,新能源汽车迎来风口,蔚来股价从底部大涨700%+,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 更是打爆空头,市值称霸汽车行业。 如此巨大的风口,加上高瓴资本、美团和王兴的助阵,今夜的理想汽车将如何演绎呢? 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