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Cjfsky201610
10-18
这什么问题?虽然赚钱不一定要投资,可投资就是要赚钱啊,投资要是不赚钱还投什么?为了理想投资?
Cjfsky201610
10-17
$特斯拉(TSLA)$
持仓8年,今天清仓了。当时就想着赚个modelY,如今已经两个modelX。虽然你已经变了,但还是感谢老马。
Cjfsky201610
06-27
Replying to
@皓月繁星
:是1000%,也就是10倍。说实话我这个不怎么动的人都比他高[捂脸]//
@皓月繁星
:7年100倍 平均每年翻一倍 理论上可以实现 但是人性基本做不到 我猜是托
Cjfsky201610
06-04
按携程标准估值简单估值应该11亿
Tuniu Q1 Adj EPADS $0.03
Cjfsky201610
05-11
最喜欢的歌 帕帕帕帕帕帕基娜 😂
Cjfsky201610
05-07
什么鬼?还有这么多人信?
教育博主张雪峰将在京东采销直播间直播
Cjfsky201610
05-02
好奇右⬇️角是什么,五一快乐呀!🎊
Cjfsky201610
04-27
Replying to
@夜流沙
:你是认真看了的。前面那些说巴菲特影响最大的,我都不信他们[笑哭]//
@夜流沙
:我觉得最重要的两条,一个是巴菲特说的护城河和定价权,另外一个是指数基金是优秀的投资,主动管理型基金很难跑赢它。
@俯瞰繁华
Cjfsky201610
04-06
$DIVERSIFIED ENERGY COMPANY PLC(DEC)$
前段时间想选一个定投股,开始选了陆金所。但奈何他们操作太奇葩,决定出掉。换了这个能源小众股。这几天找了一些相关行业资料来看还是值得试一下,看来最终选择定投他了。如果欧美继续放缓太阳能与电池产业,天然气应该是最有希望获利的了。
Cjfsky201610
04-03
$特斯拉(TSLA)$
我持有特斯拉超过7个年头了,中间做过半仓的高抛低吸压缩成本。现在基本算是'0成本'。也许正是因为这个'0成本'才反复思考特斯拉的价值。得出的结论是:其实关于现在的特斯拉就一句话:这个世界上谁最有能力量产工作用机器人?当然关于买股票,也是一句话:别妄想买入就是最低点,卖出就是最高点...
Cjfsky201610
04-02
$DIVERSIFIED ENERGY COMPANY PLC(DEC)$
为什么买什么涨什么,我有点慌!是不是要崩盘了
Cjfsky201610
03-22
其他烧钱好歹还能留下点东西,炒股烧钱只能留下一个账号和几张曾经兴奋的截图。
Cjfsky201610
03-21
2024.03.21 复盘笔记 by Cjfsky201610
2024-03-21 成本 现价 浮动收益 DIVERSIFIED ENERGY COMPANY PLC(DEC) 11.41 11.34 -0.70% 买点蹲一下,感觉还不错。
2024.03.21 复盘笔记 by Cjfsky201610
Cjfsky201610
03-21
$陆金所(LU)$
什么情况,前两天买了点等着分红。这几天就开始魔幻了
Cjfsky201610
03-13
$途牛(TOUR)$
回购,回购!
Cjfsky201610
03-05
话是没错,可遇到这么一个不护盘的主。下次真的没有下次了
Cjfsky201610
02-28
2024.02.28 复盘笔记 by Cjfsky201610
2024-02-28 成本 现价 浮动收益 高途(GOTU) 2.80 7.53 +168.72% 有一个核心人物还是很重要的,当初最低点0.7买了1.2就卖了。再买回来成本已经到2.8,这次一定要握紧,如果开课回归,保守估计30了。
2024.02.28 复盘笔记 by Cjfsky201610
Cjfsky201610
02-28
$高途(GOTU)$
这个真的靠信仰了
Cjfsky201610
02-27
$高途(GOTU)$
现在还怀疑吗
Cjfsky201610
02-27
$小鹏汽车(XPEV)$
小鹏到位了,可以来点了
去老虎APP查看更多动态
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Y的?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321097833930752,"gmtCreate":1719423122189,"gmtModify":1719423130831,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3450584604262141\">@皓月繁星</a>:是1000%,也就是10倍。说实话我这个不怎么动的人都比他高[捂脸]//<a href=\"https://laohu8.com/U/3450584604262141\">@皓月繁星</a>:7年100倍 平均每年翻一倍 理论上可以实现 但是人性基本做不到 我猜是托","listText":"Replying to <a href=\"https://laohu8.com/U/3450584604262141\">@皓月繁星</a>:是1000%,也就是10倍。说实话我这个不怎么动的人都比他高[捂脸]//<a href=\"https://laohu8.com/U/3450584604262141\">@皓月繁星</a>:7年100倍 平均每年翻一倍 理论上可以实现 但是人性基本做不到 我猜是托","text":"Replying to @皓月繁星:是1000%,也就是10倍。说实话我这个不怎么动的人都比他高[捂脸]//@皓月繁星:7年100倍 平均每年翻一倍 理论上可以实现 但是人性基本做不到 我猜是托","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321097833930752","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450584604262141","authorId":"3450584604262141","name":"皓月繁星","avatar":"https://static.tigerbbs.com/c7637256da08d783bd54f4c08f6b6e1f","crmLevel":7,"crmLevelSwitch":1,"idStr":"3450584604262141","authorIdStr":"3450584604262141"},"content":"10万到1000万 100倍","text":"10万到1000万 100倍","html":"10万到1000万 100倍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313267788992584,"gmtCreate":1717497063416,"gmtModify":1717497065354,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"按携程标准估值简单估值应该11亿","listText":"按携程标准估值简单估值应该11亿","text":"按携程标准估值简单估值应该11亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313267788992584","repostId":"2440640005","repostType":2,"repost":{"id":"2440640005","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by 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$0.03</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOUR":"途牛","BK4142":"酒店、度假村与豪华游轮"},"source_url":"https://www.benzinga.com/news/earnings/24/06/39154141/tuniu-q1-adj-epads-0-03","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440640005","content_text":"Tuniu Q1 Adj EPADS $0.03","news_type":1},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304443379994920,"gmtCreate":1715361607339,"gmtModify":1715361609345,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"最喜欢的歌 帕帕帕帕帕帕基娜 😂","listText":"最喜欢的歌 帕帕帕帕帕帕基娜 😂","text":"最喜欢的歌 帕帕帕帕帕帕基娜 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304443379994920","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303218848276704,"gmtCreate":1715063320895,"gmtModify":1715064764719,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"什么鬼?还有这么多人信?","listText":"什么鬼?还有这么多人信?","text":"什么鬼?还有这么多人信?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303218848276704","repostId":"2433262286","repostType":2,"repost":{"id":"2433262286","pubTimestamp":1715047040,"share":"https://www.laohu8.com/m/news/2433262286?lang=&edition=full","pubTime":"2024-05-07 09:57","market":"hk","language":"zh","title":"教育博主张雪峰将在京东采销直播间直播","url":"https://stock-news.laohu8.com/highlight/detail?id=2433262286","media":"北京商报","summary":"北京商报讯(记者何倩)5月7日晚20点,京东真便宜采销直播间将携手教育领域知名博主张雪峰开启“青年招聘专场”直播。同时,京东HR也将在直播间发布近百个职位,共计6000余名额。","content":"<div>\n<p>北京商报讯(记者何倩)5月7日晚20点,京东真便宜采销直播间将携手教育领域知名博主张雪峰开启“青年招聘专场”直播。同时,京东HR也将在直播间发布近百个职位,共计6000余名额。(文章来源:北京商报)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202405073068500559.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>教育博主张雪峰将在京东采销直播间直播</title>\n<style 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to <a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:你是认真看了的。前面那些说巴菲特影响最大的,我都不信他们[笑哭]//<a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:我觉得最重要的两条,一个是巴菲特说的护城河和定价权,另外一个是指数基金是优秀的投资,主动管理型基金很难跑赢它。 <a href=\"https://laohu8.com/U/10000000000010317\"> @俯瞰繁华 </a>","listText":"Replying to <a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:你是认真看了的。前面那些说巴菲特影响最大的,我都不信他们[笑哭]//<a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:我觉得最重要的两条,一个是巴菲特说的护城河和定价权,另外一个是指数基金是优秀的投资,主动管理型基金很难跑赢它。 <a href=\"https://laohu8.com/U/10000000000010317\"> @俯瞰繁华 </a>","text":"Replying to @夜流沙:你是认真看了的。前面那些说巴菲特影响最大的,我都不信他们[笑哭]//@夜流沙:我觉得最重要的两条,一个是巴菲特说的护城河和定价权,另外一个是指数基金是优秀的投资,主动管理型基金很难跑赢它。 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前段时间想选一个定投股,开始选了陆金所。但奈何他们操作太奇葩,决定出掉。换了这个能源小众股。这几天找了一些相关行业资料来看还是值得试一下,看来最终选择定投他了。如果欧美继续放缓太阳能与电池产业,天然气应该是最有希望获利的了。","text":"$DIVERSIFIED ENERGY COMPANY PLC(DEC)$ 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19:02","market":"fut","language":"zh","title":"刘强东预言被打脸,物流行业狼烟四起,战旗猎猎!京东物流:成于京东,困于京东","url":"https://stock-news.laohu8.com/highlight/detail?id=2375191239","media":"市场资讯","summary":" 从价格战打到全球战。 物流巨头们蠢蠢欲动,似乎要掀起新一轮战争。 不仅是电商系物流,顺丰2021年通过收购嘉里物流进入东南亚市场,目前已经在东南亚综合物流公司中居于领导地位。 刘强东曾表示,“未来国内物流行业可能只有两家快递公司能活下来,一家是京东,一家是顺丰”。 刘强东显然低估了电商对于物流公司的影响力,京东物流并没有摆脱电商物流的定位,可以说是成于京东,困于京东。","content":"<html><body><div>\n<p> <span>来源:市值风云 </span></p>\n<p> 从价格战打到全球战。</p>\n<p> 今年是物流业大年,狼烟四起,战旗猎猎:</p>\n<blockquote>\n<p>6月极兔速递在港股提交上市文件;</p>\n<p>8月顺丰(002352.SZ)在港股申请二次上市;</p>\n<p>9月菜鸟也在港股提交上市文件。</p>\n</blockquote>\n<p> 物流巨头们蠢蠢欲动,似乎要掀起新一轮战争。</p>\n<p> 这里面有个大背景:上半年疫情放开以来,各家快递公司单票价格均有所下降,降幅比较大的申通(002468.SZ)单票价格甚至下降了8.2%至2.35元,标志着新一轮价格战的开启。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/718/w550h168/20231013/ceec-4312f60658eb8cb7fc4574b9f1e194cc.png\"/><span></span></div>\n<p> (来源:各家公司半年报,制表:市值风云APP)</p>\n<p> 就连一贯以高端自居的<a href=\"https://laohu8.com/S/JD\">京东</a>(JD.O,09618.HK),也把自营包邮门槛从99元下调至59元,是公司首次下调包邮门槛。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/173/w550h423/20231013/d62f-a5cf3b70d40b38d2c6fdfeb45e682d98.png\"/><span></span></div>\n<p> (来源:第一财经)</p>\n<p> 那么这轮竞争仅仅是之前价格战的重演吗?</p>\n<p> 表象是价格战,实为全球竞争</p>\n<p> 要谈论中国的物流行业,就离不开电商。</p>\n<p> 现在电商包裹占快递包裹量的比例超过80%,而且电商零售额增速明显快于社会零售总额增速。</p>\n<p> 国内每一家崛起的电商背后都有代表性的物流公司,比如阿里(BABA.N,09988.HK)的菜鸟,京东的<a href=\"https://laohu8.com/S/02618\">京东物流</a>(02618.HK),<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.O)和极兔。</p>\n<p> 业务模式上,三家电商系物流公司差别很大:京东物流是直营,菜鸟主要是物流平台,极兔是加盟制。</p>\n<p> 菜鸟虽然曾经说自己不做快递,不过从丹鸟到菜鸟直送,再到今年菜鸟速递,快递业务在菜鸟公司里的角色越来越重要。</p>\n<p> 目前,菜鸟速递定位品质快递,帮助阿里的直营业务(天猫超市)实现次日达等服务,与京东物流的定位非常接近。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/711/w550h161/20231013/e087-7e5ced780c0b6e3073958a90aa1da706.png\"/><span></span></div>\n<p> (来源:菜鸟港股上市文件)</p>\n<p> 除此之外,三家公司还有一个很大的差别,就是海外业务。</p>\n<p> 菜鸟47%的收入来自国际物流,包括中国商品出海和海外商品进来,公司是全球最大的跨境电商物流公司。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/87/w550h337/20231013/6a9c-c295aacb96e9cd14bf080d97ce6044a5.png\"/><span></span></div>\n<p> (来源:菜鸟港股上市文件)</p>\n<p> 菜鸟还有46%的收入来自国内物流,2022财年营收360亿(菜鸟的财年为截止次年3月底的年度),在国内品质电商物流公司中排名第三。</p>\n<p> 极兔起家于东南亚,2015年才成立,2020年在很多人不看好的情况下杀入中国市场,经过短短3年时间就在中国市场做到了283亿的规模,按包裹量计的市占率达到10.9%,位居第六。</p>\n<p> 去年,极兔东南亚收入164亿元,占总收入的33%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/12/w550h262/20231013/69f6-37a60a9afd95a2a7f3b80df15321b0b6.png\"/><span></span></div>\n<p> (来源:极兔港股上市文件)</p>\n<p> 京东物流虽然在海外有一定布局,不过主要在中国开展业务。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/628/w550h78/20231013/e3d6-6536f2d10363e949d4a757ee17742ba4.png\"/><span></span></div>\n<p> (来源:京东物流2022年年报)</p>\n<p> 不仅是电商系物流,顺丰2021年通过收购<a href=\"https://laohu8.com/S/00636\">嘉里物流</a>进入东南亚市场,目前已经在东南亚综合物流公司中居于领导地位。这次在港股融资的首要目的,也是增强国际及跨境物流能力。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/644/w550h94/20231013/d017-ec9c6bc524173d701bb705c7eb315604.png\"/><span></span></div>\n<p> (来源:顺丰港股上市文件)</p>\n<p> 可以看出,这一轮融资的公司都有一定的海外业务规模,价格战只是表象,实质已经升级到全球范围内的竞争。</p>\n<p> 整体规模和盈利能力的比拼</p>\n<p> 在全球竞争的大背景下,中国市场固然重要,但是公司也不必拘泥于一城一池的得失,最终还是要回归到整体规模和盈利的比拼上。</p>\n<p> 在三家电商系物流公司中,京东物流的规模仍然是最大的,去年收入1374亿,菜鸟2022财年收入778亿,极兔2022年收入501亿。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/98/w550h348/20231013/ddf5-367702a9a5eccd237f07bce517346dfb.png\"/><span></span></div>\n<p> (制图:市值风云APP)</p>\n<p> 京东物流和极兔最近几年都进行了重大收购。</p>\n<blockquote>\n<p>其中,京东物流2020年8月收购了跨越速运,去年7月收购了<a href=\"https://laohu8.com/S/603056\">德邦股份</a>(603056.SH)。</p>\n<p>极兔2021年6-8月收购了东南亚实体,2021年12月收购了收购百世快递,今年5月收购了丰网速运,丰网速运是顺丰旗下的加盟制快递业务。</p>\n</blockquote>\n<p> 如果只看内生增长,菜鸟从曾经落后于京东物流到今年实现了反超,京东物流增速则是一路下滑。</p>\n<p> 由于菜鸟的财年不是自然年,统一都按今年上半年数据,菜鸟的内生增速为24.7%,仍然远快于京东物流的5.9%。</p>\n<p> 极兔在国内的业务开展较晚,初期增速波动较大,今年上半年内生增速为28.2%(以人民币计价)。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/98/w550h348/20231013/7018-26507c3cc80ea089e71a7c8f359f6333.png\"/><span></span></div>\n<p> (制图:市值风云APP,图中的京东物流增速为上半年增速,菜鸟的2023财年一季度为今年二季度,极兔由于波动大不予显示)</p>\n<p> 再来看盈利能力,菜鸟毛利率高于京东物流,而且经调整营业利润率提升的趋势非常明显,2023财年一季度已经实现盈利,京东物流则是仍然在亏损。</p>\n<p> 极兔毛利率今年上半年才转正,整体亏损幅度仍然较大,去年经调整营业利润率为-19.9%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/106/w550h356/20231013/c482-bcb08ce7828a78f0ece4a6ae1867cd28.png\"/><span></span></div>\n<p> (制图:市值风云APP)</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/106/w550h356/20231013/b842-52b48dc6c3c1043ac23aa2e8caf26abd.png\"/><span></span></div>\n<p> (制图:市值风云APP,极兔由于数据差别较大不予显示)</p>\n<p> 曾经公认的优等生京东物流,财务数据并没有那么好。</p>\n<p> 京东物流:成于京东,困于京东</p>\n<p> 刘强东曾表示,“未来国内物流行业可能只有两家快递公司能活下来,一家是京东,一家是顺丰”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/85/w550h335/20231013/fe6e-b7f1199541eb0dfa8e77762ebc7540d2.png\"/><span></span></div>\n<p> (来源:央视财经)</p>\n<p> 这句话,只说对了一半。</p>\n<p> 放在当时看,阿里不做快递,三通一达这些确实不是京东、顺丰的对手,但是后来阿里的自营规模越做越大,拼多多也杀了出来。</p>\n<p> 电商公司发展到一定程度,必然要加强对物流环节的控制。物流做好了,可以降低成本,提升服务质量,促进业务发展,进而反哺更多订单。</p>\n<p> 从这个角度讲,京东、阿里、拼多多、抖音四大天王就不太可能帮助对方的物流业务做大。</p>\n<p> 京东物流就是靠京东的支持做起来的。去年京东的全部履约成本中,贡献给京东物流的占到74%,比例很高。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/97/w550h347/20231013/dbae-8ef24e1abd2e65e4af77883d04b6bfaa.png\"/><span></span></div>\n<p> (制图:市值风云APP)</p>\n<p> 但是由于自身增长困难,京东已经没法给京东物流更多扶持了。</p>\n<blockquote>\n<p>去年,京东电子产品及家用电器增速4.7%、日用百货增速8.1%,均创下多年来新低。</p>\n<p>今年上半年,电子产品及家用电器增速反弹至5.5%,日用百货则是负增长,两者合计同比减少了0.2%。</p>\n</blockquote>\n<p> 去年和今年上半年,京东物流来自京东的收入分别增长了5.9%、减少了2.4%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/119/w550h369/20231013/2ea9-340a03acaafa9ed1e1a01439cd29b95f.png\"/><span></span></div>\n<p> (制图:市值风云APP)</p>\n<p> 从规模效益的角度考虑,京东物流必然要去拓展更多外部客户。</p>\n<p> 京东物流把客户分为三类:京东集团,外部一体化供应链客户,其他外部客户。</p>\n<p> 后两者主要区别在于一体化供应链是全链条的服务,议价空间更大,而公司给其他外部客户提供的是快递、快运等标准化产品,那就是一分钱一分货了。</p>\n<p> 2019年至今,其他外部客户增速远快于外部一体化供应链客户,公司对于一体化供应链客户的拓展不尽如人意。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/106/w550h356/20231013/3908-4b68e588071a17372b180e189c7c1912.png\"/><span></span></div>\n<p> (制图:市值风云APP)</p>\n<p> 而且,抖音、快手都属于“其他外部客户”,也就是说,京东物流为其提供的只是标准化产品而已,同时还要与抖音上的顺丰、三通一达等同台竞争。</p>\n<p> 去年7月收购德邦股份,带来的也更多是其他客户。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/748/w550h198/20231013/5795-c917adbb79ed81db7310595caf9a976b.png\"/><span></span></div>\n<p> (来源:京东物流2022年年报)</p>\n<p> 这样的结果就是,在已经做到国内物流公司第二的情况下,京东与顺丰的毛利率仍然相差很大,而且不能像顺丰那样稳定盈利。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/106/w550h356/20231013/68c5-bb5ccb8f55942aec47b7a313745160ea.png\"/><span></span></div>\n<p> (制图:市值风云APP)</p>\n<p> 刘强东显然低估了电商对于物流公司的影响力,京东物流并没有摆脱电商物流的定位,可以说是成于京东,困于京东。</p>\n<p> 出海的极兔和菜鸟</p>\n<p> 风云君在前面提到,这一轮快递公司竞争的主线是出海。</p>\n<p> 这不仅是由于海外市场有着巨大的增量空间,也是因为海外市场的盈利数据更好。</p>\n<p> 以极兔为例,东南亚市场的单件价格是中国的近3倍,而且去年毛利率高达20%,比顺丰还高。这才是极兔回国卷的底气。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/699/w550h149/20231013/7966-f6134abbca97a048584e5db7b7086762.png\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/37/w550h287/20231013/0393-e17f216e38823940bf3916037ad23eb8.png\"/><span></span></div>\n<p> (来源:极兔港股上市文件)</p>\n<p> 菜鸟虽然没有披露分业务的毛利率和单票收入,但是通过计算发现,公司2023财年一季度国际物流平均每个包裹收入超过25元,且呈现逐年上升趋势,国内物流平均每个履约订单收入不到15元,且逐渐下降。</p>\n<p> 跨境业务的想象力确实要更大。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/107/w550h357/20231013/d263-b2f544d9f6331b32fc61f2455c595623.png\"/><span></span></div>\n<p> (制图:市值风云APP)</p>\n<p> 按包裹量计,菜鸟是全球最大的跨境物流电商公司,在中国出口和进口电商物流中均排名第一,菜鸟还拥有全球最大的跨境电商仓库网络。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/795/w550h245/20231013/e98e-4d453acedc19196e0688285a85cd3ea7.png\"/><span></span></div>\n<p> (来源:菜鸟港股上市文件)</p>\n<p> 三家中国公司进前十,全球竞争时代已来</p>\n<p> 物流是一个古老的行业,从最早的公路、水路,发展到后来的铁路、航空,近些年又衍生出来同城即时配送、冷链运输。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/770/w550h220/20231013/3510-1fa1571d08d8fd4f98e43e7e0360a5a7.png\"/><span></span></div>\n<p> 整体来看,中国公司在这个行业属于后发者。全球前十的物流公司中,除中国公司外总部全部位于美、德、日、法这些发达国家。</p>\n<p> 三家闯入前十的中国公司中,顺丰排在第四、京东物流排第五、菜鸟排在第十。考虑到中国电商行业的发展速度以及物流行业的集中度仍然较低,中国公司仍然大有可为。</p>\n<p> 想必这也是极兔一定要回中国市场的原因。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/89/w550h339/20231013/3b16-018d6175fd3249fb6631151b75e6672b.png\"/><span></span></div>\n<p> (来源:顺丰港股上市文件)</p>\n<p> 而在自身达到一定规模,以及海外电商大发展、中国商品出海的环境下,全球竞争就成了新一轮竞争的主线。</p>\n<p> 跟随着这一波电商发展的浪潮,中国崛起了多家物流公司,比如电商系的京东物流、菜鸟、极兔。</p>\n<p> 从今年上半年开始,新一轮快递价格战开启,物流公司纷纷申请股市融资。</p>\n<p> 不过深究下来,价格战只是表象,融资的主要目的是出海,这才是这一轮竞争的主线。</p>\n<p> 由于阿里向自营转型、拼多多的崛起,对物流环节的掌控也被两家公司日渐重视起来,刘强东曾经关于中国只剩下两家物流公司的预言被打破。</p>\n<p> 抖音电商的迅猛崛起,进一步给物流行业增加了变数。</p>\n<p> 在这种变化过程中,曾经具备先发优势的京东物流,却受制于母公司的缓慢增长,以及顺丰等的竞争,增速逐渐落后,而且还没有稳定盈利。</p>\n<p> 菜鸟和极兔反而受益于相关公司的庞大生态发展迅速,并且出海业务都已经颇具规模,中国的物流公司仍然大有可为。</p>\n<div>\n<span>现在送您60元福利红包,直接提现不套路~~~快来参与活动吧!</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:杨红卜 </p>\n</div></body></html>","source":"sina","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>刘强东预言被打脸,物流行业狼烟四起,战旗猎猎!京东物流:成于京东,困于京东</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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刘强东预言被打脸,物流行业狼烟四起,战旗猎猎!京东物流:成于京东,困于京东\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 19:02 北京时间 <a href=https://finance.sina.com.cn/stock/s/2023-10-13/doc-imzqykvc6289208.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:市值风云 \n 从价格战打到全球战。\n 今年是物流业大年,狼烟四起,战旗猎猎:\n\n6月极兔速递在港股提交上市文件;\n8月顺丰(002352.SZ)在港股申请二次上市;\n9月菜鸟也在港股提交上市文件。\n\n 物流巨头们蠢蠢欲动,似乎要掀起新一轮战争。\n 这里面有个大背景:上半年疫情放开以来,各家快递公司单票价格均有所下降,降幅比较大的申通(002468.SZ)单票价格甚至下降了8.2%至...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2023-10-13/doc-imzqykvc6289208.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"86618":"京东健康-R","89618":"京东集团-SWR","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) 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Multi Income Plus Cl AM DIS USD","LU0084288322.USD":"Natixis Asia Equity RD USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0791591158.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK1587":"次新股","LU1688375341.USD":"贝莱德中国灵活股票基金","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","JD":"京东","BK4122":"互联网与直销零售","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","06618":"京东健康","LU0359201612.USD":"贝莱德中国基金A2","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK1541":"物流","BK1142":"互联网与直销零售","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","BK1591":"就地过年概念","02618":"京东物流","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD"},"source_url":"https://finance.sina.com.cn/stock/s/2023-10-13/doc-imzqykvc6289208.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2375191239","content_text":"来源:市值风云 \n 从价格战打到全球战。\n 今年是物流业大年,狼烟四起,战旗猎猎:\n\n6月极兔速递在港股提交上市文件;\n8月顺丰(002352.SZ)在港股申请二次上市;\n9月菜鸟也在港股提交上市文件。\n\n 物流巨头们蠢蠢欲动,似乎要掀起新一轮战争。\n 这里面有个大背景:上半年疫情放开以来,各家快递公司单票价格均有所下降,降幅比较大的申通(002468.SZ)单票价格甚至下降了8.2%至2.35元,标志着新一轮价格战的开启。\n\n (来源:各家公司半年报,制表:市值风云APP)\n 就连一贯以高端自居的京东(JD.O,09618.HK),也把自营包邮门槛从99元下调至59元,是公司首次下调包邮门槛。\n\n (来源:第一财经)\n 那么这轮竞争仅仅是之前价格战的重演吗?\n 表象是价格战,实为全球竞争\n 要谈论中国的物流行业,就离不开电商。\n 现在电商包裹占快递包裹量的比例超过80%,而且电商零售额增速明显快于社会零售总额增速。\n 国内每一家崛起的电商背后都有代表性的物流公司,比如阿里(BABA.N,09988.HK)的菜鸟,京东的京东物流(02618.HK),拼多多(PDD.O)和极兔。\n 业务模式上,三家电商系物流公司差别很大:京东物流是直营,菜鸟主要是物流平台,极兔是加盟制。\n 菜鸟虽然曾经说自己不做快递,不过从丹鸟到菜鸟直送,再到今年菜鸟速递,快递业务在菜鸟公司里的角色越来越重要。\n 目前,菜鸟速递定位品质快递,帮助阿里的直营业务(天猫超市)实现次日达等服务,与京东物流的定位非常接近。\n\n (来源:菜鸟港股上市文件)\n 除此之外,三家公司还有一个很大的差别,就是海外业务。\n 菜鸟47%的收入来自国际物流,包括中国商品出海和海外商品进来,公司是全球最大的跨境电商物流公司。\n\n (来源:菜鸟港股上市文件)\n 菜鸟还有46%的收入来自国内物流,2022财年营收360亿(菜鸟的财年为截止次年3月底的年度),在国内品质电商物流公司中排名第三。\n 极兔起家于东南亚,2015年才成立,2020年在很多人不看好的情况下杀入中国市场,经过短短3年时间就在中国市场做到了283亿的规模,按包裹量计的市占率达到10.9%,位居第六。\n 去年,极兔东南亚收入164亿元,占总收入的33%。\n\n (来源:极兔港股上市文件)\n 京东物流虽然在海外有一定布局,不过主要在中国开展业务。\n\n (来源:京东物流2022年年报)\n 不仅是电商系物流,顺丰2021年通过收购嘉里物流进入东南亚市场,目前已经在东南亚综合物流公司中居于领导地位。这次在港股融资的首要目的,也是增强国际及跨境物流能力。\n\n (来源:顺丰港股上市文件)\n 可以看出,这一轮融资的公司都有一定的海外业务规模,价格战只是表象,实质已经升级到全球范围内的竞争。\n 整体规模和盈利能力的比拼\n 在全球竞争的大背景下,中国市场固然重要,但是公司也不必拘泥于一城一池的得失,最终还是要回归到整体规模和盈利的比拼上。\n 在三家电商系物流公司中,京东物流的规模仍然是最大的,去年收入1374亿,菜鸟2022财年收入778亿,极兔2022年收入501亿。\n\n (制图:市值风云APP)\n 京东物流和极兔最近几年都进行了重大收购。\n\n其中,京东物流2020年8月收购了跨越速运,去年7月收购了德邦股份(603056.SH)。\n极兔2021年6-8月收购了东南亚实体,2021年12月收购了收购百世快递,今年5月收购了丰网速运,丰网速运是顺丰旗下的加盟制快递业务。\n\n 如果只看内生增长,菜鸟从曾经落后于京东物流到今年实现了反超,京东物流增速则是一路下滑。\n 由于菜鸟的财年不是自然年,统一都按今年上半年数据,菜鸟的内生增速为24.7%,仍然远快于京东物流的5.9%。\n 极兔在国内的业务开展较晚,初期增速波动较大,今年上半年内生增速为28.2%(以人民币计价)。\n\n (制图:市值风云APP,图中的京东物流增速为上半年增速,菜鸟的2023财年一季度为今年二季度,极兔由于波动大不予显示)\n 再来看盈利能力,菜鸟毛利率高于京东物流,而且经调整营业利润率提升的趋势非常明显,2023财年一季度已经实现盈利,京东物流则是仍然在亏损。\n 极兔毛利率今年上半年才转正,整体亏损幅度仍然较大,去年经调整营业利润率为-19.9%。\n\n (制图:市值风云APP)\n\n (制图:市值风云APP,极兔由于数据差别较大不予显示)\n 曾经公认的优等生京东物流,财务数据并没有那么好。\n 京东物流:成于京东,困于京东\n 刘强东曾表示,“未来国内物流行业可能只有两家快递公司能活下来,一家是京东,一家是顺丰”。\n\n (来源:央视财经)\n 这句话,只说对了一半。\n 放在当时看,阿里不做快递,三通一达这些确实不是京东、顺丰的对手,但是后来阿里的自营规模越做越大,拼多多也杀了出来。\n 电商公司发展到一定程度,必然要加强对物流环节的控制。物流做好了,可以降低成本,提升服务质量,促进业务发展,进而反哺更多订单。\n 从这个角度讲,京东、阿里、拼多多、抖音四大天王就不太可能帮助对方的物流业务做大。\n 京东物流就是靠京东的支持做起来的。去年京东的全部履约成本中,贡献给京东物流的占到74%,比例很高。\n\n (制图:市值风云APP)\n 但是由于自身增长困难,京东已经没法给京东物流更多扶持了。\n\n去年,京东电子产品及家用电器增速4.7%、日用百货增速8.1%,均创下多年来新低。\n今年上半年,电子产品及家用电器增速反弹至5.5%,日用百货则是负增长,两者合计同比减少了0.2%。\n\n 去年和今年上半年,京东物流来自京东的收入分别增长了5.9%、减少了2.4%。\n\n (制图:市值风云APP)\n 从规模效益的角度考虑,京东物流必然要去拓展更多外部客户。\n 京东物流把客户分为三类:京东集团,外部一体化供应链客户,其他外部客户。\n 后两者主要区别在于一体化供应链是全链条的服务,议价空间更大,而公司给其他外部客户提供的是快递、快运等标准化产品,那就是一分钱一分货了。\n 2019年至今,其他外部客户增速远快于外部一体化供应链客户,公司对于一体化供应链客户的拓展不尽如人意。\n\n (制图:市值风云APP)\n 而且,抖音、快手都属于“其他外部客户”,也就是说,京东物流为其提供的只是标准化产品而已,同时还要与抖音上的顺丰、三通一达等同台竞争。\n 去年7月收购德邦股份,带来的也更多是其他客户。\n\n (来源:京东物流2022年年报)\n 这样的结果就是,在已经做到国内物流公司第二的情况下,京东与顺丰的毛利率仍然相差很大,而且不能像顺丰那样稳定盈利。\n\n (制图:市值风云APP)\n 刘强东显然低估了电商对于物流公司的影响力,京东物流并没有摆脱电商物流的定位,可以说是成于京东,困于京东。\n 出海的极兔和菜鸟\n 风云君在前面提到,这一轮快递公司竞争的主线是出海。\n 这不仅是由于海外市场有着巨大的增量空间,也是因为海外市场的盈利数据更好。\n 以极兔为例,东南亚市场的单件价格是中国的近3倍,而且去年毛利率高达20%,比顺丰还高。这才是极兔回国卷的底气。\n\n\n (来源:极兔港股上市文件)\n 菜鸟虽然没有披露分业务的毛利率和单票收入,但是通过计算发现,公司2023财年一季度国际物流平均每个包裹收入超过25元,且呈现逐年上升趋势,国内物流平均每个履约订单收入不到15元,且逐渐下降。\n 跨境业务的想象力确实要更大。\n\n (制图:市值风云APP)\n 按包裹量计,菜鸟是全球最大的跨境物流电商公司,在中国出口和进口电商物流中均排名第一,菜鸟还拥有全球最大的跨境电商仓库网络。\n\n (来源:菜鸟港股上市文件)\n 三家中国公司进前十,全球竞争时代已来\n 物流是一个古老的行业,从最早的公路、水路,发展到后来的铁路、航空,近些年又衍生出来同城即时配送、冷链运输。\n\n 整体来看,中国公司在这个行业属于后发者。全球前十的物流公司中,除中国公司外总部全部位于美、德、日、法这些发达国家。\n 三家闯入前十的中国公司中,顺丰排在第四、京东物流排第五、菜鸟排在第十。考虑到中国电商行业的发展速度以及物流行业的集中度仍然较低,中国公司仍然大有可为。\n 想必这也是极兔一定要回中国市场的原因。\n\n (来源:顺丰港股上市文件)\n 而在自身达到一定规模,以及海外电商大发展、中国商品出海的环境下,全球竞争就成了新一轮竞争的主线。\n 跟随着这一波电商发展的浪潮,中国崛起了多家物流公司,比如电商系的京东物流、菜鸟、极兔。\n 从今年上半年开始,新一轮快递价格战开启,物流公司纷纷申请股市融资。\n 不过深究下来,价格战只是表象,融资的主要目的是出海,这才是这一轮竞争的主线。\n 由于阿里向自营转型、拼多多的崛起,对物流环节的掌控也被两家公司日渐重视起来,刘强东曾经关于中国只剩下两家物流公司的预言被打破。\n 抖音电商的迅猛崛起,进一步给物流行业增加了变数。\n 在这种变化过程中,曾经具备先发优势的京东物流,却受制于母公司的缓慢增长,以及顺丰等的竞争,增速逐渐落后,而且还没有稳定盈利。\n 菜鸟和极兔反而受益于相关公司的庞大生态发展迅速,并且出海业务都已经颇具规模,中国的物流公司仍然大有可为。\n\n现在送您60元福利红包,直接提现不套路~~~快来参与活动吧!\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:杨红卜","news_type":1},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"139002345248559","authorId":"139002345248559","name":"西伯利亚_热狗","avatar":"https://static.laohu8.com/c7adb852b9fdd620c12ff1b8a65aeb10","crmLevel":5,"crmLevelSwitch":0,"idStr":"139002345248559","authorIdStr":"139002345248559"},"content":"说这么清晰了你看的啥啊?","text":"说这么清晰了你看的啥啊?","html":"说这么清晰了你看的啥啊?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321097833930752,"gmtCreate":1719423122189,"gmtModify":1719423130831,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3450584604262141\">@皓月繁星</a>:是1000%,也就是10倍。说实话我这个不怎么动的人都比他高[捂脸]//<a href=\"https://laohu8.com/U/3450584604262141\">@皓月繁星</a>:7年100倍 平均每年翻一倍 理论上可以实现 但是人性基本做不到 我猜是托","listText":"Replying to <a href=\"https://laohu8.com/U/3450584604262141\">@皓月繁星</a>:是1000%,也就是10倍。说实话我这个不怎么动的人都比他高[捂脸]//<a href=\"https://laohu8.com/U/3450584604262141\">@皓月繁星</a>:7年100倍 平均每年翻一倍 理论上可以实现 但是人性基本做不到 我猜是托","text":"Replying to @皓月繁星:是1000%,也就是10倍。说实话我这个不怎么动的人都比他高[捂脸]//@皓月繁星:7年100倍 平均每年翻一倍 理论上可以实现 但是人性基本做不到 我猜是托","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321097833930752","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450584604262141","authorId":"3450584604262141","name":"皓月繁星","avatar":"https://static.tigerbbs.com/c7637256da08d783bd54f4c08f6b6e1f","crmLevel":7,"crmLevelSwitch":1,"idStr":"3450584604262141","authorIdStr":"3450584604262141"},"content":"10万到1000万 100倍","text":"10万到1000万 100倍","html":"10万到1000万 100倍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278692741562632,"gmtCreate":1709050015078,"gmtModify":1709053598799,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"title":"2024.02.28 复盘笔记 by Cjfsky201610","htmlText":"2024-02-28 成本 现价 浮动收益 高途(GOTU) 2.80 7.53 +168.72% 有一个核心人物还是很重要的,当初最低点0.7买了1.2就卖了。再买回来成本已经到2.8,这次一定要握紧,如果开课回归,保守估计30了。","listText":"2024-02-28 成本 现价 浮动收益 高途(GOTU) 2.80 7.53 +168.72% 有一个核心人物还是很重要的,当初最低点0.7买了1.2就卖了。再买回来成本已经到2.8,这次一定要握紧,如果开课回归,保守估计30了。","text":"2024-02-28 成本 现价 浮动收益 高途(GOTU) 2.80 7.53 +168.72% 有一个核心人物还是很重要的,当初最低点0.7买了1.2就卖了。再买回来成本已经到2.8,这次一定要握紧,如果开课回归,保守估计30了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278692741562632","isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618111532,"gmtCreate":1650904403162,"gmtModify":1650904403162,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"不惧加息,惧的是上海疫情好吧!","listText":"不惧加息,惧的是上海疫情好吧!","text":"不惧加息,惧的是上海疫情好吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618111532","repostId":"1121427897","repostType":2,"repost":{"id":"1121427897","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":1650890770,"share":"https://www.laohu8.com/m/news/1121427897?lang=&edition=full","pubTime":"2022-04-25 20:46","market":"other","language":"zh","title":"特斯拉Q1在华收入46.5亿美元,同比增长52.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121427897","media":"老虎资讯综合","summary":"4月25日,特斯拉向美国证券交易委员会(SEC)递交文件,披露公司在全球主要市场的营收数据。文件显示,2022年第一季度,特斯拉在中国市场收入达46.5亿美元,同比增长52.8%。特斯拉在中国营收大增","content":"<html><head></head><body><p>4月25日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>向美国证券交易委员会(SEC)递交文件,披露公司在全球主要市场的营收数据。</p><p>文件显示,2022年第一季度,特斯拉在中国市场收入达46.5亿美元,同比增长52.8%。特斯拉在中国营收大增,主要得益于上海超级工厂的增产和交付量上升。</p><p>根据乘联会的统计数据显示,今年第一季度特斯拉在中国的交付量达到18.22万辆,占特斯拉全球31万辆交付量的58.8%。目前中国是特斯拉第二大市场,占公司营收比例达24.8%;美国依然是特斯拉最主要的市场,今年第一季度公司来自美国市场的收入达87.34亿美元,占公司总营收比例46.56%。</p></body></html>","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>特斯拉Q1在华收入46.5亿美元,同比增长52.8%</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特斯拉Q1在华收入46.5亿美元,同比增长52.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-04-25 20:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月25日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>向美国证券交易委员会(SEC)递交文件,披露公司在全球主要市场的营收数据。</p><p>文件显示,2022年第一季度,特斯拉在中国市场收入达46.5亿美元,同比增长52.8%。特斯拉在中国营收大增,主要得益于上海超级工厂的增产和交付量上升。</p><p>根据乘联会的统计数据显示,今年第一季度特斯拉在中国的交付量达到18.22万辆,占特斯拉全球31万辆交付量的58.8%。目前中国是特斯拉第二大市场,占公司营收比例达24.8%;美国依然是特斯拉最主要的市场,今年第一季度公司来自美国市场的收入达87.34亿美元,占公司总营收比例46.56%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4555":"新能源车","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121427897","content_text":"4月25日,特斯拉向美国证券交易委员会(SEC)递交文件,披露公司在全球主要市场的营收数据。文件显示,2022年第一季度,特斯拉在中国市场收入达46.5亿美元,同比增长52.8%。特斯拉在中国营收大增,主要得益于上海超级工厂的增产和交付量上升。根据乘联会的统计数据显示,今年第一季度特斯拉在中国的交付量达到18.22万辆,占特斯拉全球31万辆交付量的58.8%。目前中国是特斯拉第二大市场,占公司营收比例达24.8%;美国依然是特斯拉最主要的市场,今年第一季度公司来自美国市场的收入达87.34亿美元,占公司总营收比例46.56%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361349207666776,"gmtCreate":1729238768058,"gmtModify":1729238770354,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"这什么问题?虽然赚钱不一定要投资,可投资就是要赚钱啊,投资要是不赚钱还投什么?为了理想投资?","listText":"这什么问题?虽然赚钱不一定要投资,可投资就是要赚钱啊,投资要是不赚钱还投什么?为了理想投资?","text":"这什么问题?虽然赚钱不一定要投资,可投资就是要赚钱啊,投资要是不赚钱还投什么?为了理想投资?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361349207666776","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313267788992584,"gmtCreate":1717497063416,"gmtModify":1717497065354,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"按携程标准估值简单估值应该11亿","listText":"按携程标准估值简单估值应该11亿","text":"按携程标准估值简单估值应该11亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313267788992584","repostId":"2440640005","repostType":2,"repost":{"id":"2440640005","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1717495637,"share":"https://www.laohu8.com/m/news/2440640005?lang=&edition=full","pubTime":"2024-06-04 18:07","market":"us","language":"en","title":"Tuniu Q1 Adj EPADS $0.03","url":"https://stock-news.laohu8.com/highlight/detail?id=2440640005","media":"Benzinga","summary":"Tuniu Q1 Adj EPADS $0.03","content":"<html><body><p>Tuniu Q1 Adj EPADS $0.03</p></body></html>","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>Tuniu Q1 Adj EPADS $0.03</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 0; }\nul,ol{ margin-left:2em; 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$0.03</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOUR":"途牛","BK4142":"酒店、度假村与豪华游轮"},"source_url":"https://www.benzinga.com/news/earnings/24/06/39154141/tuniu-q1-adj-epads-0-03","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440640005","content_text":"Tuniu Q1 Adj EPADS $0.03","news_type":1},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304443379994920,"gmtCreate":1715361607339,"gmtModify":1715361609345,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"最喜欢的歌 帕帕帕帕帕帕基娜 😂","listText":"最喜欢的歌 帕帕帕帕帕帕基娜 😂","text":"最喜欢的歌 帕帕帕帕帕帕基娜 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304443379994920","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303218848276704,"gmtCreate":1715063320895,"gmtModify":1715064764719,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"什么鬼?还有这么多人信?","listText":"什么鬼?还有这么多人信?","text":"什么鬼?还有这么多人信?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303218848276704","repostId":"2433262286","repostType":2,"repost":{"id":"2433262286","pubTimestamp":1715047040,"share":"https://www.laohu8.com/m/news/2433262286?lang=&edition=full","pubTime":"2024-05-07 09:57","market":"hk","language":"zh","title":"教育博主张雪峰将在京东采销直播间直播","url":"https://stock-news.laohu8.com/highlight/detail?id=2433262286","media":"北京商报","summary":"北京商报讯(记者何倩)5月7日晚20点,京东真便宜采销直播间将携手教育领域知名博主张雪峰开启“青年招聘专场”直播。同时,京东HR也将在直播间发布近百个职位,共计6000余名额。","content":"<div>\n<p>北京商报讯(记者何倩)5月7日晚20点,京东真便宜采销直播间将携手教育领域知名博主张雪峰开启“青年招聘专场”直播。同时,京东HR也将在直播间发布近百个职位,共计6000余名额。(文章来源:北京商报)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202405073068500559.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>教育博主张雪峰将在京东采销直播间直播</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教育博主张雪峰将在京东采销直播间直播\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 09:57 北京时间 <a href=http://finance.eastmoney.com/a/202405073068500559.html><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京商报讯(记者何倩)5月7日晚20点,京东真便宜采销直播间将携手教育领域知名博主张雪峰开启“青年招聘专场”直播。同时,京东HR也将在直播间发布近百个职位,共计6000余名额。(文章来源:北京商报)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202405073068500559.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","LU0051755006.USD":"摩根大通中国A (dist)","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0594300419.USD":"富达中国消费基金A","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1142":"互联网与直销零售","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) 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SGD"},"source_url":"http://finance.eastmoney.com/a/202405073068500559.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433262286","content_text":"北京商报讯(记者何倩)5月7日晚20点,京东真便宜采销直播间将携手教育领域知名博主张雪峰开启“青年招聘专场”直播。同时,京东HR也将在直播间发布近百个职位,共计6000余名额。(文章来源:北京商报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301449936314512,"gmtCreate":1714602259299,"gmtModify":1714602265303,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"好奇右⬇️角是什么,五一快乐呀!🎊","listText":"好奇右⬇️角是什么,五一快乐呀!🎊","text":"好奇右⬇️角是什么,五一快乐呀!🎊","images":[{"img":"https://static.tigerbbs.com/ed10f3135af1e9f421c428bad1934f4a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301449936314512","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":299550393741360,"gmtCreate":1714151909983,"gmtModify":1714151912774,"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437340877473194","authorIdStr":"3437340877473194"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:你是认真看了的。前面那些说巴菲特影响最大的,我都不信他们[笑哭]//<a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:我觉得最重要的两条,一个是巴菲特说的护城河和定价权,另外一个是指数基金是优秀的投资,主动管理型基金很难跑赢它。 <a href=\"https://laohu8.com/U/10000000000010317\"> @俯瞰繁华 </a>","listText":"Replying to <a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:你是认真看了的。前面那些说巴菲特影响最大的,我都不信他们[笑哭]//<a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:我觉得最重要的两条,一个是巴菲特说的护城河和定价权,另外一个是指数基金是优秀的投资,主动管理型基金很难跑赢它。 <a href=\"https://laohu8.com/U/10000000000010317\"> @俯瞰繁华 </a>","text":"Replying to @夜流沙:你是认真看了的。前面那些说巴菲特影响最大的,我都不信他们[笑哭]//@夜流沙:我觉得最重要的两条,一个是巴菲特说的护城河和定价权,另外一个是指数基金是优秀的投资,主动管理型基金很难跑赢它。 @俯瞰繁华","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299550393741360","isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}