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Jeasy
2019-04-12
拼多多以目前的状态,是没办法走下去的。而提高商家,产品,服务质量,也就是打造另外一个淘宝,突围的机会不大,而小卖家为主的淘宝本身也不追求盈利,它只是孵化器而已。 京东我觉得剥离物流后财报还是能好看的。
@蓝点财经:马云杀不死拼多多
Jeasy
2019-01-04
$苹果(AAPL)$ 不是一个硬件公司,appstore,itunes就是一个卖软件的淘宝,手机行业确实已经是存量市场,但科技股的反应有点过了
Jeasy
2018-12-27
$京东(JD)$ 这是开始回购了吗
Jeasy
2018-11-14
$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 太凶残了
去老虎APP查看更多动态
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2017年4月,阿里对多家头部服装家居品牌严重警告,要求这些品牌商“二选一”,致使大量头部服装家居品牌集体撤出京东,随后众多中小品牌也撤出或消减了在京东的投入。服装家居品类不仅交易额高、利润高,更是提供了所有电商品类广告投放预算的50%,阿里遏制了京东在服装品类上的发展,也就更进一步遏制了京东盈利的可能性,京东商城规模化盈利无望,曾经讲给投资人的故事全部破灭,投资京东十年的高瓴资本大幅减持抛售京东,随后东哥在美国出事,京东市值一路下跌至250亿美元,而这正是京东四年前IPO的市值。 而苏宁易购则在阿里的流量扶持下快速增长,2018 年苏宁实现营业收入2450亿元,同比增长30.35%,其中线上平台商品交易规模2084亿元,同比增长64.45%,自营商品销售规模 1498亿元,同比增长53.70%,开放平台商品交易规模586亿元,同比增长 100.31%,各项指标的增速全部高于京东。 阿里现任的CEO张勇之所以能赢得马云的充分信任,出任阿里董事局主席,让马云在经营上完全放手安居幕后,阿里结盟苏宁遏制京东这一役至关重要。 现在,马云和张勇又将目光盯紧了拼多多。 阿里为什么如此焦虑 实际上,阿里和京东在2016年就曾经想要开拓下沉市场,但是当时下沉市场(低线城市和农村)的移动互联网并未形成强劲的发展趋势,阿里和京东在初步尝试结果不够理想之后","text":"几年前,腾讯和京东结盟,让阿里倍感焦虑,为了遏制京东,2015年8月,在张勇的推动下,阿里和苏宁达成战略合作,双方互相持股,阿里利用流量扶持苏宁和京东打价格战,战略目的是消耗京东,不让京东在线上3C品类一家独大,从而使京东难以在核心品类上获得盈利,2016年10月,阿里宣布新零售战略,由于新零售需要大量资金布局线下,京东现金流能力无法提供足够的支持,如果紧跟阿里必然导致亏损加大,会让股价承压,所以京东只能看着阿里在新零售赛道上一骑绝尘。 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不是一个硬件公司,appstore,itunes就是一个卖软件的淘宝,手机行业确实已经是存量市场,但科技股的反应有点过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/369975","isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3483602677848362","authorId":"3483602677848362","name":"如愿以偿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"没人用硬件了,这两软件往哪装啊?一样死翘翘","text":"没人用硬件了,这两软件往哪装啊?一样死翘翘","html":"没人用硬件了,这两软件往哪装啊?一样死翘翘"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365877,"gmtCreate":1545921814688,"gmtModify":1704785180464,"author":{"id":"3438254180436051","authorId":"3438254180436051","name":"Jeasy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$京东(JD)$ 这是开始回购了吗","listText":"$京东(JD)$ 这是开始回购了吗","text":"$京东(JD)$ 这是开始回购了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365877","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330660,"gmtCreate":1542207163138,"gmtModify":1704780804353,"author":{"id":"3438254180436051","authorId":"3438254180436051","name":"Jeasy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 太凶残了","listText":"$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 太凶残了","text":"$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 太凶残了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330660","isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":369975,"gmtCreate":1546531788116,"gmtModify":1704785696635,"author":{"id":"3438254180436051","authorId":"3438254180436051","name":"Jeasy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$苹果(AAPL)$ 不是一个硬件公司,appstore,itunes就是一个卖软件的淘宝,手机行业确实已经是存量市场,但科技股的反应有点过了","listText":"$苹果(AAPL)$ 不是一个硬件公司,appstore,itunes就是一个卖软件的淘宝,手机行业确实已经是存量市场,但科技股的反应有点过了","text":"$苹果(AAPL)$ 不是一个硬件公司,appstore,itunes就是一个卖软件的淘宝,手机行业确实已经是存量市场,但科技股的反应有点过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/369975","isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3483602677848362","authorId":"3483602677848362","name":"如愿以偿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"没人用硬件了,这两软件往哪装啊?一样死翘翘","text":"没人用硬件了,这两软件往哪装啊?一样死翘翘","html":"没人用硬件了,这两软件往哪装啊?一样死翘翘"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365877,"gmtCreate":1545921814688,"gmtModify":1704785180464,"author":{"id":"3438254180436051","authorId":"3438254180436051","name":"Jeasy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$京东(JD)$ 这是开始回购了吗","listText":"$京东(JD)$ 这是开始回购了吗","text":"$京东(JD)$ 这是开始回购了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365877","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330660,"gmtCreate":1542207163138,"gmtModify":1704780804353,"author":{"id":"3438254180436051","authorId":"3438254180436051","name":"Jeasy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 太凶残了","listText":"$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 太凶残了","text":"$三倍做多天然气ETN(VelocityShares)(UGAZ)$ 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京东我觉得剥离物流后财报还是能好看的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466335","repostId":"463466","repostType":1,"repost":{"id":463466,"gmtCreate":1554874496531,"gmtModify":1704797483448,"author":{"id":"3495946566833855","authorId":"3495946566833855","name":"蓝点财经","avatar":"https://static.tigerbbs.com/1e4552640ddeedf94816ca0ab4bf7b1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"马云杀不死拼多多","htmlText":"几年前,腾讯和京东结盟,让阿里倍感焦虑,为了遏制京东,2015年8月,在张勇的推动下,阿里和苏宁达成战略合作,双方互相持股,阿里利用流量扶持苏宁和京东打价格战,战略目的是消耗京东,不让京东在线上3C品类一家独大,从而使京东难以在核心品类上获得盈利,2016年10月,阿里宣布新零售战略,由于新零售需要大量资金布局线下,京东现金流能力无法提供足够的支持,如果紧跟阿里必然导致亏损加大,会让股价承压,所以京东只能看着阿里在新零售赛道上一骑绝尘。 2017年4月,阿里对多家头部服装家居品牌严重警告,要求这些品牌商“二选一”,致使大量头部服装家居品牌集体撤出京东,随后众多中小品牌也撤出或消减了在京东的投入。服装家居品类不仅交易额高、利润高,更是提供了所有电商品类广告投放预算的50%,阿里遏制了京东在服装品类上的发展,也就更进一步遏制了京东盈利的可能性,京东商城规模化盈利无望,曾经讲给投资人的故事全部破灭,投资京东十年的高瓴资本大幅减持抛售京东,随后东哥在美国出事,京东市值一路下跌至250亿美元,而这正是京东四年前IPO的市值。 而苏宁易购则在阿里的流量扶持下快速增长,2018 年苏宁实现营业收入2450亿元,同比增长30.35%,其中线上平台商品交易规模2084亿元,同比增长64.45%,自营商品销售规模 1498亿元,同比增长53.70%,开放平台商品交易规模586亿元,同比增长 100.31%,各项指标的增速全部高于京东。 阿里现任的CEO张勇之所以能赢得马云的充分信任,出任阿里董事局主席,让马云在经营上完全放手安居幕后,阿里结盟苏宁遏制京东这一役至关重要。 现在,马云和张勇又将目光盯紧了拼多多。 阿里为什么如此焦虑 实际上,阿里和京东在2016年就曾经想要开拓下沉市场,但是当时下沉市场(低线城市和农村)的移动互联网并未形成强劲的发展趋势,阿里和京东在初步尝试结果不够理想之后","listText":"几年前,腾讯和京东结盟,让阿里倍感焦虑,为了遏制京东,2015年8月,在张勇的推动下,阿里和苏宁达成战略合作,双方互相持股,阿里利用流量扶持苏宁和京东打价格战,战略目的是消耗京东,不让京东在线上3C品类一家独大,从而使京东难以在核心品类上获得盈利,2016年10月,阿里宣布新零售战略,由于新零售需要大量资金布局线下,京东现金流能力无法提供足够的支持,如果紧跟阿里必然导致亏损加大,会让股价承压,所以京东只能看着阿里在新零售赛道上一骑绝尘。 2017年4月,阿里对多家头部服装家居品牌严重警告,要求这些品牌商“二选一”,致使大量头部服装家居品牌集体撤出京东,随后众多中小品牌也撤出或消减了在京东的投入。服装家居品类不仅交易额高、利润高,更是提供了所有电商品类广告投放预算的50%,阿里遏制了京东在服装品类上的发展,也就更进一步遏制了京东盈利的可能性,京东商城规模化盈利无望,曾经讲给投资人的故事全部破灭,投资京东十年的高瓴资本大幅减持抛售京东,随后东哥在美国出事,京东市值一路下跌至250亿美元,而这正是京东四年前IPO的市值。 而苏宁易购则在阿里的流量扶持下快速增长,2018 年苏宁实现营业收入2450亿元,同比增长30.35%,其中线上平台商品交易规模2084亿元,同比增长64.45%,自营商品销售规模 1498亿元,同比增长53.70%,开放平台商品交易规模586亿元,同比增长 100.31%,各项指标的增速全部高于京东。 阿里现任的CEO张勇之所以能赢得马云的充分信任,出任阿里董事局主席,让马云在经营上完全放手安居幕后,阿里结盟苏宁遏制京东这一役至关重要。 现在,马云和张勇又将目光盯紧了拼多多。 阿里为什么如此焦虑 实际上,阿里和京东在2016年就曾经想要开拓下沉市场,但是当时下沉市场(低线城市和农村)的移动互联网并未形成强劲的发展趋势,阿里和京东在初步尝试结果不够理想之后","text":"几年前,腾讯和京东结盟,让阿里倍感焦虑,为了遏制京东,2015年8月,在张勇的推动下,阿里和苏宁达成战略合作,双方互相持股,阿里利用流量扶持苏宁和京东打价格战,战略目的是消耗京东,不让京东在线上3C品类一家独大,从而使京东难以在核心品类上获得盈利,2016年10月,阿里宣布新零售战略,由于新零售需要大量资金布局线下,京东现金流能力无法提供足够的支持,如果紧跟阿里必然导致亏损加大,会让股价承压,所以京东只能看着阿里在新零售赛道上一骑绝尘。 2017年4月,阿里对多家头部服装家居品牌严重警告,要求这些品牌商“二选一”,致使大量头部服装家居品牌集体撤出京东,随后众多中小品牌也撤出或消减了在京东的投入。服装家居品类不仅交易额高、利润高,更是提供了所有电商品类广告投放预算的50%,阿里遏制了京东在服装品类上的发展,也就更进一步遏制了京东盈利的可能性,京东商城规模化盈利无望,曾经讲给投资人的故事全部破灭,投资京东十年的高瓴资本大幅减持抛售京东,随后东哥在美国出事,京东市值一路下跌至250亿美元,而这正是京东四年前IPO的市值。 而苏宁易购则在阿里的流量扶持下快速增长,2018 年苏宁实现营业收入2450亿元,同比增长30.35%,其中线上平台商品交易规模2084亿元,同比增长64.45%,自营商品销售规模 1498亿元,同比增长53.70%,开放平台商品交易规模586亿元,同比增长 100.31%,各项指标的增速全部高于京东。 阿里现任的CEO张勇之所以能赢得马云的充分信任,出任阿里董事局主席,让马云在经营上完全放手安居幕后,阿里结盟苏宁遏制京东这一役至关重要。 现在,马云和张勇又将目光盯紧了拼多多。 阿里为什么如此焦虑 实际上,阿里和京东在2016年就曾经想要开拓下沉市场,但是当时下沉市场(低线城市和农村)的移动互联网并未形成强劲的发展趋势,阿里和京东在初步尝试结果不够理想之后","images":[{"img":"https://static.tigerbbs.com/c3e6a340a7f628a7d315799f01b2fdc1"},{"img":"https://static.tigerbbs.com/595745c1e560d95828f84ba908236c7d"},{"img":"https://static.tigerbbs.com/cf0efae21474ce86889aaf61e21bd34c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463466","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}