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寻找绝望的终点不断登攀

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寻找绝望的终点不断登攀

2021-06-15

市场消息？那是没事找事吗？自己找个理由出来拉高出货？？

市场消息：优信二手车宣布规模高达3.15亿美元的融资交易

寻找绝望的终点不断登攀

2021-01-29

万达电影在《唐探3》上投资总成本为4.38亿元，投资比例为34.5%——这句话应该是有毛病的，流浪地球才花了3.2亿，这个居然有这么高的成本？

抱歉，原内容已删除

寻找绝望的终点不断登攀

2021-01-26

可以做空了！

抱歉，原内容已删除

寻找绝望的终点不断登攀

2021-01-11

$海底捞(06862)$我在7折等你，希望不要让我等太久哦！

寻找绝望的终点不断登攀

2021-01-01

通过打假提升好货且便宜的平台形象，通过加强物流管理，售后管理和供应商管理提升平台规范性。——看着这个拓宽护城河的策略笑死我了，打假了还能便宜吗？物流成本上去了还能便宜吗？我就不信你还能涨到天上去！

老大跌倒，老二吃饱？未来拼多多如何拓宽护城河？

寻找绝望的终点不断登攀

2020-12-30

飞机✈没人坐，拼多多有人买！真是搞笑！还大涨！

拼多多与南航开展直销合作，下沉市场的机票大战来了？

寻找绝望的终点不断登攀

2020-12-16

$AMC院线(AMC)$之前一直没有量，最近几周连续放量，老王高吸低抛，连续出货当韭菜？

寻找绝望的终点不断登攀

2020-12-11

本来想继续全仓做多的，看了这个评论，我想想还是算了。

抱歉，原内容已删除

寻找绝望的终点不断登攀

2020-12-09

这就是只乌龟，时不时还有个坑！

抱歉，原内容已删除

寻找绝望的终点不断登攀

2020-12-04

老乡别走！咱一起成长，难道不香吗？

中芯国际：被列入涉军企业名单对运营没有重大影响

寻找绝望的终点不断登攀

2020-12-02

$蔚来(NIO)$$小鹏汽车(XPEV)$涨起来会让你怀疑人生，跌起来亦然！时间是最好的朋友，到底是下跌途中的刀子，还是洗洗更健康？拭目以待！

寻找绝望的终点不断登攀

2020-11-27

$秦淮数据(CD)$这才刚开始，继续加油！

寻找绝望的终点不断登攀

2020-11-24

$小鹏汽车(XPEV)$🐮🐮

寻找绝望的终点不断登攀

2020-11-23

$小鹏汽车(XPEV)$让暴风雨来得更猛烈一些吧！

寻找绝望的终点不断登攀

2020-11-20

$小鹏汽车(XPEV)$加油加油，继续加油！

寻找绝望的终点不断登攀

2020-11-18

$特斯拉(TSLA)$市场从来都不是理性的，不能理性的思考市场！ 但是话说回来，干倒诺基亚的不是苹果，而是大屏！诺基亚是败给了大屏这个时代！因为给人带来便利的不仅是智能手机，更加是大屏！智能手机诺基亚本来就有！但是时代更需要的是大屏！反过来问一句，电动车真的有那么大的需求吗？能够让人民的出行变得更方便了吗？除非自动驾驶真的有那么一天很成熟了！$蔚来(NIO)$$理想汽车(LI)$小鹏汽车

寻找绝望的终点不断登攀

2020-11-13

原文发出来我们看啥，就这么发几个标题，不是忽悠人吗？

大空头香橼突然发声：蔚来目标价应为25美元

寻找绝望的终点不断登攀

2020-11-13

$小鹏汽车(XPEV)$继续涨起来！这是蔚来2号！

寻找绝望的终点不断登攀

2020-11-12

$拼多多(PDD)$🐮，继续拉升，我在150等你

寻找绝望的终点不断登攀

2020-11-06

$小鹏汽车(XPEV)$不可思议的新能源！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/UXIN\">优信</a>二手车宣布：<a href=\"https://laohu8.com/S/NIO\">蔚来</a>资本、愉悦资本的投资最高可达3.15亿美元。</p>\n<p>消息发布后，优信盘前股价涨超6%</p>\n<p><img src=\"https://static.tigerbbs.com/02a9a0eacdbec623c6ee8575714d8e16\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ade1733a461c9483048e104ccc2d044","relate_stocks":{"UXIN":"优信"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172124873","content_text":"6月15日，市场消息，优信二手车宣布：蔚来资本、愉悦资本的投资最高可达3.15亿美元。\n消息发布后，优信盘前股价涨超6%","news_type":1},"isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318745588,"gmtCreate":1611896120144,"gmtModify":1703755806370,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440239906887981","idStr":"3440239906887981"},"themes":[],"htmlText":"万达电影在《唐探3》上投资总成本为4.38亿元，投资比例为34.5%——这句话应该是有毛病的，流浪地球才花了3.2亿，这个居然有这么高的成本？","listText":"万达电影在《唐探3》上投资总成本为4.38亿元，投资比例为34.5%——这句话应该是有毛病的，流浪地球才花了3.2亿，这个居然有这么高的成本？","text":"万达电影在《唐探3》上投资总成本为4.38亿元，投资比例为34.5%——这句话应该是有毛病的，流浪地球才花了3.2亿，这个居然有这么高的成本？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318745588","repostId":"2106285222","repostType":2,"isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313089123,"gmtCreate":1611635869862,"gmtModify":1703751811360,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440239906887981","idStr":"3440239906887981"},"themes":[],"htmlText":"可以做空了！","listText":"可以做空了！","text":"可以做空了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313089123","repostId":"2106426124","repostType":4,"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332376626,"gmtCreate":1610349970765,"gmtModify":1703743625862,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440239906887981","idStr":"3440239906887981"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>我在7折等你，希望不要让我等太久哦！","listText":"<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>我在7折等你，希望不要让我等太久哦！","text":"$海底捞(06862)$我在7折等你，希望不要让我等太久哦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332376626","isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331112017,"gmtCreate":1609461903239,"gmtModify":1703739548728,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440239906887981","idStr":"3440239906887981"},"themes":[],"htmlText":"通过打假提升好货且便宜的平台形象，通过加强物流管理，售后管理和供应商管理提升平台规范性。——看着这个拓宽护城河的策略笑死我了，打假了还能便宜吗？物流成本上去了还能便宜吗？我就不信你还能涨到天上去！","listText":"通过打假提升好货且便宜的平台形象，通过加强物流管理，售后管理和供应商管理提升平台规范性。——看着这个拓宽护城河的策略笑死我了，打假了还能便宜吗？物流成本上去了还能便宜吗？我就不信你还能涨到天上去！","text":"通过打假提升好货且便宜的平台形象，通过加强物流管理，售后管理和供应商管理提升平台规范性。——看着这个拓宽护城河的策略笑死我了，打假了还能便宜吗？物流成本上去了还能便宜吗？我就不信你还能涨到天上去！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331112017","repostId":"2095509344","repostType":2,"repost":{"id":"2095509344","pubTimestamp":1609329792,"share":"https://www.laohu8.com/m/news/2095509344?lang=&edition=full","pubTime":"2020-12-30 20:03","market":"us","language":"zh","title":"老大跌倒，老二吃饱？未来拼多多如何拓宽护城河？","url":"https://stock-news.laohu8.com/highlight/detail?id=2095509344","media":"华尔街见闻","summary":"当行业老大受限，对跟随其后的老二、老三这些兄弟们来说一般是正面的影响。","content":"<blockquote>摘要：当行业老大受限，对跟随其后的老二、老三这些兄弟们来说一般是正面的影响。</blockquote><p>当电商行业老大阿里笼罩在反垄断的阴霾下，行业小弟拼多多则是风生水起。</p><p>周二，部分中概股逆市大涨，拼多多更是势头迅猛，大涨超15%，创盘中和收盘新高，市值突破2000亿美元，碾压京东和百度。</p><p>黄峥身价一夜暴增500亿人民币，超越马化腾成为中国第三富豪，基本追平马云。</p><p>实际上，11月以来，随着蚂蚁IPO折戟，互联网反垄断拉开大幕，阿里巴巴美股一度下跌近30%（黑线），京东股价几乎走平（黄线），而拼多多一路飞奔，涨幅超过80%。</p><p><img src=\"https://static.tigerbbs.com/515ffd125c5a2315e57029b3ccbb05ef\" tg-width=\"1132\" tg-height=\"496\"></p><p><b>反垄断利好？</b></p><p>有分析认为，当行业老大受到反垄断的限制时，那么对行业的老二、老三一般来说是一个正面的影响。</p><p>中信证券杨帆团队在分析反垄断强化趋势对互联网行业影响时指出，反垄断与防范资本无须扩张可能会限制互联网企业的商业模式：</p><blockquote>首先，通过大规模补贴低价竞争，进而将竞争对手挤出市场的行为或将受到重点监管。其次，市占率较高的龙头企业之间的并购，需要进行经营者集中申报，即使能够因为提高效率等理由通过审查，也可能耗费较长时间。最后，生态链优势或将弱化，平台型企业优待关联方或阻碍竞争对手交易，并排除、限制市场竞争的行为也可能被认定为违规。</blockquote><p>这对拼多多来说，有喜亦有忧。</p><p>一方面，对大规模补贴低价竞争的监管，意味着将威胁到拼多多当前靠“百亿补贴”农村包围城市的商业策略；另一方面，对“平台二选一”等违规行为的重点监管，对于在“二选一”上一直力不从心的拼多多反倒是个利好。</p><p><b>基本面强劲，超越阿里只是时间问题？</b></p><p>拼多多强劲的基本面也是其获得资本市场青睐的主要原因。</p><p>今年三季度，拼多多首次实现了季度盈利。财报期内，拼多多平台GMV达14576亿元，较去年同期增长73%。</p><p>拼多多当季营收强劲增长主要受活跃买家持续强劲增长所驱动。</p><p>摩根士丹利当时分析称，三季度强劲的财报结果已经表明，拼多多的商业模式可以有效平衡强劲增长和公司盈利，公司年活跃用户超阿里只是时间问题，最快四季度就将达成。</p><p><b>拼多多的突围之路</b></p><p>在大局已定的电商行业，拼多多硬是杀出了一条血路，成为行业老大的眼中钉。</p><p><b>拼多多的崛起到底有何不同？</b></p><p>东吴证券认为拼多多的成功基于两点。首先，拼多多找到了差异化的商品供应链：</p><p>拼多多起家所掌握的是被淘系抛弃的低价产品供应链，因此与淘系是完全差异化竞 争，可以看到公司早期就已经展现出了远高于其他平台的用户购买频次，表明拼多多在 早期就不存在品类扩充的难题。而其他平台没有找到与淘系存在着明显差异的供应链， 同质化竞争时就难以应对淘系的马太效应，扩品类时就困难重重。</p><p>其次，拼多多用不同于淘系的商业逻辑开拓了低线城市的用户红利：</p><blockquote>传统的电商平台多是消费者基于自己的需求去寻找商品，是一种搜索行为，即“人 找货”，但是拼多多最初的商业逻辑却是“货找人”，即在平台（微信）已经具有非常大 流量的基础上，拼多多通过精选少数几款 SKU 来对接这些流量的潜在需求，从而实现商品的销售（延续了拼多多的前身——拼好货——的商业逻辑）。这种新的商业思路开发了当时搜索型电商触及不到的低线城市用户，使拼多多具备了发展壮大的条件。</blockquote><p>这种“货找人”的推荐逻辑直接降低了用户购买商品的使用门槛，从而才挖掘起了低线城市的用户蓝海，培养了之前电商平台未触达人群的使用习惯。</p><p><b>拼多多如何拓宽护城河？</b></p><p>面对拼多多的崛起，京东和淘宝都开发了有针对性的“京喜”和“淘宝特价版”。</p><p>巨头围攻之下，拼多多该如何守住并扩宽护城河？</p><p>方正证券认为，拼多多未来实现盈利的发展方向是从复购次数入手提升ARPU（用户平均收入），精工细啄用户运营，提升用户的“信任”和“心智“。</p><p>通过打假提升好货且便宜的平台形象，通过加强物流管理，售后管理和供应商管理提升平台规范性。一方面增加仓储设施平衡爆款的需求和库存的压力，一方面提升运输的技术，减少商品损耗。</p><p>该券商认为，拼多多的竞争优势在于低价背后的完整且平衡的供销体系。 拼多多不会成为第二个天猫，而是贴地飞行：着力低端市场贴合大众需求，用供给侧升级，给低端市场提供价优的正品。</p>","source":"wallstreetcn_api","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>老大跌倒，老二吃饱？未来拼多多如何拓宽护城河？</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; 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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老大跌倒，老二吃饱？未来拼多多如何拓宽护城河？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-30 20:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3615422><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：当行业老大受限，对跟随其后的老二、老三这些兄弟们来说一般是正面的影响。当电商行业老大阿里笼罩在反垄断的阴霾下，行业小弟拼多多则是风生水起。周二，部分中概股逆市大涨，拼多多更是势头迅猛，大涨超15%，创盘中和收盘新高，市值突破2000亿美元，碾压京东和百度。黄峥身价一夜暴增500亿人民币，超越马化腾成为中国第三富豪，基本追平马云。实际上，11月以来，随着蚂蚁IPO折戟，互联网反垄断拉开大幕，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3615422\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8593d7bafc6da002b2ab4975d4711a90","relate_stocks":{"PDD":"拼多多"},"source_url":"https://wallstreetcn.com/articles/3615422","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2095509344","content_text":"摘要：当行业老大受限，对跟随其后的老二、老三这些兄弟们来说一般是正面的影响。当电商行业老大阿里笼罩在反垄断的阴霾下，行业小弟拼多多则是风生水起。周二，部分中概股逆市大涨，拼多多更是势头迅猛，大涨超15%，创盘中和收盘新高，市值突破2000亿美元，碾压京东和百度。黄峥身价一夜暴增500亿人民币，超越马化腾成为中国第三富豪，基本追平马云。实际上，11月以来，随着蚂蚁IPO折戟，互联网反垄断拉开大幕，阿里巴巴美股一度下跌近30%（黑线），京东股价几乎走平（黄线），而拼多多一路飞奔，涨幅超过80%。反垄断利好？有分析认为，当行业老大受到反垄断的限制时，那么对行业的老二、老三一般来说是一个正面的影响。中信证券杨帆团队在分析反垄断强化趋势对互联网行业影响时指出，反垄断与防范资本无须扩张可能会限制互联网企业的商业模式：首先，通过大规模补贴低价竞争，进而将竞争对手挤出市场的行为或将受到重点监管。其次，市占率较高的龙头企业之间的并购，需要进行经营者集中申报，即使能够因为提高效率等理由通过审查，也可能耗费较长时间。最后，生态链优势或将弱化，平台型企业优待关联方或阻碍竞争对手交易，并排除、限制市场竞争的行为也可能被认定为违规。这对拼多多来说，有喜亦有忧。一方面，对大规模补贴低价竞争的监管，意味着将威胁到拼多多当前靠“百亿补贴”农村包围城市的商业策略；另一方面，对“平台二选一”等违规行为的重点监管，对于在“二选一”上一直力不从心的拼多多反倒是个利好。基本面强劲，超越阿里只是时间问题？拼多多强劲的基本面也是其获得资本市场青睐的主要原因。今年三季度，拼多多首次实现了季度盈利。财报期内，拼多多平台GMV达14576亿元，较去年同期增长73%。拼多多当季营收强劲增长主要受活跃买家持续强劲增长所驱动。摩根士丹利当时分析称，三季度强劲的财报结果已经表明，拼多多的商业模式可以有效平衡强劲增长和公司盈利，公司年活跃用户超阿里只是时间问题，最快四季度就将达成。拼多多的突围之路在大局已定的电商行业，拼多多硬是杀出了一条血路，成为行业老大的眼中钉。拼多多的崛起到底有何不同？东吴证券认为拼多多的成功基于两点。首先，拼多多找到了差异化的商品供应链：拼多多起家所掌握的是被淘系抛弃的低价产品供应链，因此与淘系是完全差异化竞 争，可以看到公司早期就已经展现出了远高于其他平台的用户购买频次，表明拼多多在 早期就不存在品类扩充的难题。而其他平台没有找到与淘系存在着明显差异的供应链， 同质化竞争时就难以应对淘系的马太效应，扩品类时就困难重重。其次，拼多多用不同于淘系的商业逻辑开拓了低线城市的用户红利：传统的电商平台多是消费者基于自己的需求去寻找商品，是一种搜索行为，即“人 找货”，但是拼多多最初的商业逻辑却是“货找人”，即在平台（微信）已经具有非常大 流量的基础上，拼多多通过精选少数几款 SKU 来对接这些流量的潜在需求，从而实现商品的销售（延续了拼多多的前身——拼好货——的商业逻辑）。这种新的商业思路开发了当时搜索型电商触及不到的低线城市用户，使拼多多具备了发展壮大的条件。这种“货找人”的推荐逻辑直接降低了用户购买商品的使用门槛，从而才挖掘起了低线城市的用户蓝海，培养了之前电商平台未触达人群的使用习惯。拼多多如何拓宽护城河？面对拼多多的崛起，京东和淘宝都开发了有针对性的“京喜”和“淘宝特价版”。巨头围攻之下，拼多多该如何守住并扩宽护城河？方正证券认为，拼多多未来实现盈利的发展方向是从复购次数入手提升ARPU（用户平均收入），精工细啄用户运营，提升用户的“信任”和“心智“。通过打假提升好货且便宜的平台形象，通过加强物流管理，售后管理和供应商管理提升平台规范性。一方面增加仓储设施平衡爆款的需求和库存的压力，一方面提升运输的技术，减少商品损耗。该券商认为，拼多多的竞争优势在于低价背后的完整且平衡的供销体系。 拼多多不会成为第二个天猫，而是贴地飞行：着力低端市场贴合大众需求，用供给侧升级，给低端市场提供价优的正品。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333287967,"gmtCreate":1609289569159,"gmtModify":1703738607757,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440239906887981","idStr":"3440239906887981"},"themes":[],"htmlText":"飞机✈没人坐，拼多多有人买！真是搞笑！还大涨！","listText":"飞机✈没人坐，拼多多有人买！真是搞笑！还大涨！","text":"飞机✈没人坐，拼多多有人买！真是搞笑！还大涨！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333287967","repostId":"2095579315","repostType":2,"repost":{"id":"2095579315","pubTimestamp":1609255943,"share":"https://www.laohu8.com/m/news/2095579315?lang=&edition=full","pubTime":"2020-12-29 23:32","market":"us","language":"zh","title":"拼多多与南航开展直销合作，下沉市场的机票大战来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2095579315","media":"环球旅讯","summary":"据行业人士透露，拼多多和南航的合作仅需要南航授权即可，“通过NDC的接口进行售卖机票，类似航司在其他平台上开设的旗舰店，拼多多是个交易平台，服务由航司完成。”如今，拼多多与南航开展直营服务，不仅完善自身机票领域的服务生态，而且还能提升消费者在平台上的机票预订服务体验。","content":"<p><img src=\"https://static.tigerbbs.com/97ca419d97e3574aa383c4985b44b1c5\" tg-width=\"1000\" tg-height=\"556\"></p>\n<blockquote>\n <a href=\"https://laohu8.com/S/PDD\">拼多多</a>深入机票市场。\n</blockquote>\n<p>拼多多在机票领域又往下深挖了一步。</p>\n<p>12月29日，有媒体消息称南航正式上线与拼多多机票官方直销业务，此次拼多多通过对接南航的NDC分销系统，打通航司直营通道。</p>\n<p><img src=\"https://static.tigerbbs.com/88f70972a09f108c58ce600562432694\" tg-width=\"1080\" tg-height=\"607\"></p>\n<p>左为达成合作后南航在拼多多购票页面后缀上标有“中国<a href=\"https://laohu8.com/S/ZNH\">南方航空</a>旗舰店”，右为非直销则无后缀</p>\n<p>环球旅讯翻阅拼多多APP发现，不同于飞猪平台上的航司旗舰店有着独立的店铺页面，目前拼多多搜索到的“<a href=\"https://laohu8.com/S/600029\">南方航空</a>官方旗舰店”，点击则跳转至多多机票页面。</p>\n<p><img src=\"https://static.tigerbbs.com/fb70a56526751752714680c0c23df1ce\" tg-width=\"1080\" tg-height=\"607\"></p>\n<p>左一截自飞猪，左二、三截自拼多多</p>\n<p>拼多多的机票预订入口依旧隐蔽，只能在首页的“充值”入口和“个人中心-火车票”入口进入；与此同时，机票业务运营近半年，拼多多无相关营销造势的迹象。</p>\n<p>接入南航直营后，拼多多用户在飞机票入口预订南航机票后，可享受与南航官网购票一致的服务保障，但其他包括选票、购票、支付的流程都与第三方代理运营的机票并无差别，可在拼多多平台上一站式完成。</p>\n<p>值得一提的是，环球旅讯并未在中国航协官网上查询到拼多多相关的机票代理资质。据行业人士透露，拼多多和南航的合作仅需要南航授权即可，“通过NDC的接口进行售卖机票，类似航司在其他平台上开设的旗舰店，拼多多是个交易平台，服务由航司完成。”</p>\n<p>拼多多就机票直营业务表示：“未来，拼多多还将持续加强与航空公司的合作。”</p>\n<p><b>1、南航和拼多多合作是双向共赢？</b></p>\n<p>疫情重创旅游行业，航司们历经磨难。即便是复苏迹象明显的国内市场，2020年第三季度，南航营收同比降幅为43.98%，仍然几近腰斩。</p>\n<p>国际航协曾预计，全球航空客运量直到2024年才会恢复到疫情前水平。疫情导致航空业满目疮痍，且疫情坚冰持续包裹着国际旅游，未来数年航司们的主战地是在国内市场。</p>\n<p>航司们的当务之急是在国内寻求新渠道、新流量的入口。南航与拼多多的此次合作就是南航在伸出脚试探拼多多这块流量池的水温。</p>\n<p>在与南航开展合作前，拼多多于今年4月份与航空旅游B2B同业交易平台51BOOK通过第三方机票代理的方式开展机票业务，51BOOK为拼多多提供一站式、全流程在线机票预订解决方案。</p>\n<p>业内人士表示：“这种模式一直以来是处在民不举官不究，平台不违规，航司不盯梢的状态。”</p>\n<p>早前环球旅讯曾报道过，拼多多平台上曾出现商家违规收取机票退改费的情况。用户在拼多多上投诉无门，而后直接诉诸于航司的客服中心。厦航一度因此禁止代理商在拼多多上售卖机票。</p>\n<p>10月16日，环球旅讯发现在企查查上，拼多多经营主体上海寻梦信息技术有限公司经营范围发生变更，新增了票务代理服务。</p>\n<p>如今，拼多多与南航开展直营服务，不仅完善自身机票领域的服务生态，而且还能提升消费者在平台上的机票预订服务体验。</p>\n<p>另一方面，机票市场百废待兴，由于疫情，机票价格低廉，同程交通大数据显，即便是在元旦小长假机票预订小高峰期间，国内机票平均票价（不含机建燃油费）也较往年同期低15%至20%，这大大降低了拼多多在平台上教育用户购买机票的成本。</p>\n<p><b>2、拼多多入局，蛋糕该怎么分？</b></p>\n<p>拼多多和南航合作开展平台旗舰店，也意味着拼多多将不可避免与OTA巨头正面交锋。</p>\n<p>据民航局信息统计：2019年人均乘机次数为0.47次，国家统计局《2017年统计公报》指出除去2.8亿高收入阶层人口之后，剩余11亿居民家庭人口的人均可支配月收入只有1600元。中国经济学家李迅雷直言：中国有10亿人没乘坐过飞机，10亿人坐不起飞机并不夸张。</p>\n<p>疫后机票价格低廉、人们的经济生活水平稳步提高，“人们第一张机票”的概念也促生机票市场新的热潮。</p>\n<p>去哪儿CEO陈刚曾透露：2020年尽管行业面临非常大的困境，但去哪儿在2020年新交易用户量维持数千万量级增长，其中三线以下城市用户占近半数。</p>\n<p>拼多多第三季度的月活高达6.73亿人次，有着众多下沉用户的拼多多开拓机票业务，无疑存在着搅动机票市场格局的可能性。但要想啃下机票市场的一块蛋糕，也绝非易事。</p>\n<p>携程、去哪儿、同程所形成的携程系早在机票市场安营扎寨，占据机票市场的半壁江山。易观数据透露：携程、去哪儿两者在2019年第一季度预订市场份额之和达到58.26%。</p>\n<p>即便拼多多在疫情期间进一步布局机票业务，但前方也困难重重。携程系三角都在疫后呈现稳健复苏趋势。携程在第三季度财报透露携程国内机票业务实现同比正增长，高于行业均值；去哪儿10月份中则达成十一期间全国15个省、直辖市旅游产品预订量超过去年；同程数据透露，2020年1至11月份，平台上的机票用户呈现年轻化趋势，18至23岁的青年用户的比例上升42.7%。</p>\n<p>与此同时，飞猪亦是拼多多在机票业务上的劲敌。2020年，飞猪推出66元任性飞活动，其中七成用户选择预订两周内的机票，直接预订5天内机票的用户占比超过30%。同时天猫双11期间，海航曾单场直播卖出8000万元的“随心飞”产品。</p>\n<p>多堵围墙下，拼多多攻克堡垒的难度可想而知。</p>\n<p>拼多多入局机票业务是为了流量变现，也是试图用交通业务为过往的旅游业务进行精准导流，另一方面拼多多试图让平台更多元化，满足平台上用户的其他潜在需求，增加用户粘性。</p>\n<p>但拼多多在机票领域还是一个“萌新”，要想弯道超车还需好好修炼在机票业务领域的内功。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\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拼多多与南航开展直销合作，下沉市场的机票大战来了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-29 23:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012292335057c0118e4&s=b><strong>环球旅讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>拼多多深入机票市场。\n\n拼多多在机票领域又往下深挖了一步。\n12月29日，有媒体消息称南航正式上线与拼多多机票官方直销业务，此次拼多多通过对接南航的NDC分销系统，打通航司直营通道。\n\n左为达成合作后南航在拼多多购票页面后缀上标有“中国南方航空旗舰店”，右为非直销则无后缀\n环球旅讯翻阅拼多多APP发现，不同于飞猪平台上的航司旗舰店有着独立的店铺页面，目前拼多多搜索到的“南方航空官方旗舰店”，点击则...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012292335057c0118e4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9ad0916074d4fd8a0d19716314c632dc","relate_stocks":{"PDD":"拼多多"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012292335057c0118e4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2095579315","content_text":"拼多多深入机票市场。\n\n拼多多在机票领域又往下深挖了一步。\n12月29日，有媒体消息称南航正式上线与拼多多机票官方直销业务，此次拼多多通过对接南航的NDC分销系统，打通航司直营通道。\n\n左为达成合作后南航在拼多多购票页面后缀上标有“中国南方航空旗舰店”，右为非直销则无后缀\n环球旅讯翻阅拼多多APP发现，不同于飞猪平台上的航司旗舰店有着独立的店铺页面，目前拼多多搜索到的“南方航空官方旗舰店”，点击则跳转至多多机票页面。\n\n左一截自飞猪，左二、三截自拼多多\n拼多多的机票预订入口依旧隐蔽，只能在首页的“充值”入口和“个人中心-火车票”入口进入；与此同时，机票业务运营近半年，拼多多无相关营销造势的迹象。\n接入南航直营后，拼多多用户在飞机票入口预订南航机票后，可享受与南航官网购票一致的服务保障，但其他包括选票、购票、支付的流程都与第三方代理运营的机票并无差别，可在拼多多平台上一站式完成。\n值得一提的是，环球旅讯并未在中国航协官网上查询到拼多多相关的机票代理资质。据行业人士透露，拼多多和南航的合作仅需要南航授权即可，“通过NDC的接口进行售卖机票，类似航司在其他平台上开设的旗舰店，拼多多是个交易平台，服务由航司完成。”\n拼多多就机票直营业务表示：“未来，拼多多还将持续加强与航空公司的合作。”\n1、南航和拼多多合作是双向共赢？\n疫情重创旅游行业，航司们历经磨难。即便是复苏迹象明显的国内市场，2020年第三季度，南航营收同比降幅为43.98%，仍然几近腰斩。\n国际航协曾预计，全球航空客运量直到2024年才会恢复到疫情前水平。疫情导致航空业满目疮痍，且疫情坚冰持续包裹着国际旅游，未来数年航司们的主战地是在国内市场。\n航司们的当务之急是在国内寻求新渠道、新流量的入口。南航与拼多多的此次合作就是南航在伸出脚试探拼多多这块流量池的水温。\n在与南航开展合作前，拼多多于今年4月份与航空旅游B2B同业交易平台51BOOK通过第三方机票代理的方式开展机票业务，51BOOK为拼多多提供一站式、全流程在线机票预订解决方案。\n业内人士表示：“这种模式一直以来是处在民不举官不究，平台不违规，航司不盯梢的状态。”\n早前环球旅讯曾报道过，拼多多平台上曾出现商家违规收取机票退改费的情况。用户在拼多多上投诉无门，而后直接诉诸于航司的客服中心。厦航一度因此禁止代理商在拼多多上售卖机票。\n10月16日，环球旅讯发现在企查查上，拼多多经营主体上海寻梦信息技术有限公司经营范围发生变更，新增了票务代理服务。\n如今，拼多多与南航开展直营服务，不仅完善自身机票领域的服务生态，而且还能提升消费者在平台上的机票预订服务体验。\n另一方面，机票市场百废待兴，由于疫情，机票价格低廉，同程交通大数据显，即便是在元旦小长假机票预订小高峰期间，国内机票平均票价（不含机建燃油费）也较往年同期低15%至20%，这大大降低了拼多多在平台上教育用户购买机票的成本。\n2、拼多多入局，蛋糕该怎么分？\n拼多多和南航合作开展平台旗舰店，也意味着拼多多将不可避免与OTA巨头正面交锋。\n据民航局信息统计：2019年人均乘机次数为0.47次，国家统计局《2017年统计公报》指出除去2.8亿高收入阶层人口之后，剩余11亿居民家庭人口的人均可支配月收入只有1600元。中国经济学家李迅雷直言：中国有10亿人没乘坐过飞机，10亿人坐不起飞机并不夸张。\n疫后机票价格低廉、人们的经济生活水平稳步提高，“人们第一张机票”的概念也促生机票市场新的热潮。\n去哪儿CEO陈刚曾透露：2020年尽管行业面临非常大的困境，但去哪儿在2020年新交易用户量维持数千万量级增长，其中三线以下城市用户占近半数。\n拼多多第三季度的月活高达6.73亿人次，有着众多下沉用户的拼多多开拓机票业务，无疑存在着搅动机票市场格局的可能性。但要想啃下机票市场的一块蛋糕，也绝非易事。\n携程、去哪儿、同程所形成的携程系早在机票市场安营扎寨，占据机票市场的半壁江山。易观数据透露：携程、去哪儿两者在2019年第一季度预订市场份额之和达到58.26%。\n即便拼多多在疫情期间进一步布局机票业务，但前方也困难重重。携程系三角都在疫后呈现稳健复苏趋势。携程在第三季度财报透露携程国内机票业务实现同比正增长，高于行业均值；去哪儿10月份中则达成十一期间全国15个省、直辖市旅游产品预订量超过去年；同程数据透露，2020年1至11月份，平台上的机票用户呈现年轻化趋势，18至23岁的青年用户的比例上升42.7%。\n与此同时，飞猪亦是拼多多在机票业务上的劲敌。2020年，飞猪推出66元任性飞活动，其中七成用户选择预订两周内的机票，直接预订5天内机票的用户占比超过30%。同时天猫双11期间，海航曾单场直播卖出8000万元的“随心飞”产品。\n多堵围墙下，拼多多攻克堡垒的难度可想而知。\n拼多多入局机票业务是为了流量变现，也是试图用交通业务为过往的旅游业务进行精准导流，另一方面拼多多试图让平台更多元化，满足平台上用户的其他潜在需求，增加用户粘性。\n但拼多多在机票领域还是一个“萌新”，要想弯道超车还需好好修炼在机票业务领域的内功。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394784813,"gmtCreate":1608112214332,"gmtModify":1703851214711,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440239906887981","idStr":"3440239906887981"},"themes":[],"htmlText":"<a 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12:37","market":"sh","language":"zh","title":"中芯国际：被列入涉军企业名单对运营没有重大影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1142600689","media":"老虎资讯综合","summary":"12月4日，中芯国际午后复牌跌超4%，公司午间公告称，被列入中国涉军企业名单对运营没有重大影响。中芯国际在港交所公告，本公司被列入中国涉军企业名单，对本公司运营没有重大影响。本公司一直坚持合法合规经营","content":"<p>12月4日，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>午后复牌跌超4%，公司午间公告称，被列入中国涉军企业名单对运营没有重大影响。</p><p><img src=\"https://static.tigerbbs.com/1ba5ad266238e998e77dfe24cdd770c9\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>在港交所公告，本公司被列入中国涉军企业名单，对本公司运营没有重大影响。本公司一直坚持合法合规经营，并遵守经营地的相关法律法规，其服务和产品从未涉及任何军事用途，且皆用于民用及商用。本公司强烈反对美国国防部的决定，此举反映了美国国防部对本公司业务与技术最终用途的根本误解。本公司会继续与美国政府相关部门保持积极的交流沟通。</p><p>本公司已向联交所作出申请，自2020年12月4日下午一时正起恢复本公司的股份于联交所买卖。</p>","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\" 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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\">2020-12-04 12:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月4日，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>午后复牌跌超4%，公司午间公告称，被列入中国涉军企业名单对运营没有重大影响。</p><p><img src=\"https://static.tigerbbs.com/1ba5ad266238e998e77dfe24cdd770c9\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>在港交所公告，本公司被列入中国涉军企业名单，对本公司运营没有重大影响。本公司一直坚持合法合规经营，并遵守经营地的相关法律法规，其服务和产品从未涉及任何军事用途，且皆用于民用及商用。本公司强烈反对美国国防部的决定，此举反映了美国国防部对本公司业务与技术最终用途的根本误解。本公司会继续与美国政府相关部门保持积极的交流沟通。</p><p>本公司已向联交所作出申请，自2020年12月4日下午一时正起恢复本公司的股份于联交所买卖。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/935b895b6464b1e17a4e2f27fd1ab86f","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142600689","content_text":"12月4日，中芯国际午后复牌跌超4%，公司午间公告称，被列入中国涉军企业名单对运营没有重大影响。中芯国际在港交所公告，本公司被列入中国涉军企业名单，对本公司运营没有重大影响。本公司一直坚持合法合规经营，并遵守经营地的相关法律法规，其服务和产品从未涉及任何军事用途，且皆用于民用及商用。本公司强烈反对美国国防部的决定，此举反映了美国国防部对本公司业务与技术最终用途的根本误解。本公司会继续与美国政府相关部门保持积极的交流沟通。本公司已向联交所作出申请，自2020年12月4日下午一时正起恢复本公司的股份于联交所买卖。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398880631,"gmtCreate":1606869706824,"gmtModify":1703844996171,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440239906887981","idStr":"3440239906887981"},"themes":[],"htmlText":"<a 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麻烦你去体验下"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304418952,"gmtCreate":1605279597576,"gmtModify":1703837231383,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440239906887981","idStr":"3440239906887981"},"themes":[],"htmlText":"原文发出来我们看啥，就这么发几个标题，不是忽悠人吗？","listText":"原文发出来我们看啥，就这么发几个标题，不是忽悠人吗？","text":"原文发出来我们看啥，就这么发几个标题，不是忽悠人吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304418952","repostId":"1157792552","repostType":4,"repost":{"id":"1157792552","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":1605279014,"share":"https://www.laohu8.com/m/news/1157792552?lang=&edition=full","pubTime":"2020-11-13 22:50","market":"us","language":"zh","title":"大空头香橼突然发声：蔚来目标价应为25美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157792552","media":"老虎资讯综合","summary":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，$理想汽车(LI)$涨13%，此前一度涨近30%，$小鹏汽车(XPEV)$、$蔚来(NIO)$现涨逾4%。\n\n\n\n\n\n此前，做空机构香橼资本发表推文，称$蔚来(NIO)$汽车目标价应为25美元。\n\n香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","content":"<p>周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>","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>大空头香橼突然发声：蔚来目标价应为25美元</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大空头香橼突然发声：蔚来目标价应为25美元\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\">2020-11-13 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157792552","content_text":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，理想汽车涨13%，此前一度涨近30%，小鹏汽车、蔚来现涨逾4%。此前，做空机构香橼资本发表推文，称蔚来汽车目标价应为25美元。香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304653665,"gmtCreate":1605226627057,"gmtModify":1703836867728,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440239906887981","idStr":"3440239906887981"},"themes":[],"htmlText":"<a 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