HerrDu的个人主页 - 老虎社区

HerrDu

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IP属地：北京

62关注

0粉丝

1主题

0勋章

2023-07-27

$高途(GOTU)$ 听说之前做的很好，应该会像新东方一样

2020-02-12

$腾讯音乐(TME)$ 入袋为安

2020-01-30

$瑞幸咖啡(LK)$ 没有考虑到疫情，瑞幸的庄会不会哭晕在厕所里？

2021-03-05

$百度(BIDU)$高频操作容易亏损，相信就坚定持有

2022-05-03

$新东方(EDU)$新东方是合股了吗？

03-01

目标用户群体小

蔚来汽车2月交付量8132辆，环比下降19%

2023-07-14

$蔚来(NIO)$ 跌，我就补仓

2021-04-26

$哔哩哔哩(BILI)$感觉有点飘，清仓走人了

2019-08-23

$小牛电动(NIU)$ 长期才看价值，短线都是看庄家

04-26

$高途(GOTU)$ 看看结果

2021-05-11

国产车出口不行呀

抱歉，原内容已删除

2021-03-22

百度要在美股退市？

抱歉，原内容已删除

2020-01-17

$瑞幸咖啡(LK)$ 头条已经出了 bytescoffee.alicofee还会远吗？

2019-08-03

$万基遗传(MYGN)$ 说好的做空呢？

2021-06-24

你在教美联储做事？

时间紧迫！美联储再不踩刹车，后果只有一个

2019-08-28

$腾讯音乐(TME)$ 挖个坑，让谁入场？

04-16

$逸仙电商(YSG)$ 还想说我的成本价怎么上去了，原来是合股了。5合1？

03-08

8块调到7块？

@大花猫咪:‌$高途(GOTU)$ ‌回调一下更健康

2023-07-27

$蔚来(NIO)$ 看看趋势

2023-07-24

$理想汽车(LI)$ 负面新闻较多

去老虎APP查看更多动态

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17:34","market":"us","language":"zh","title":"蔚来汽车2月交付量8132辆，环比下降19%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126493486","media":"老虎资讯综合","summary":"3月1日，$蔚来(NIO)$汽车2月交付量8132辆，环比下降19%。","content":"<html><head></head><body><p>3月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车2月交付量8,132辆，环比下降19%，其中包括4,765辆高端智能电动SUV和3,367辆高端智能电动轿车；2024年迄今为止交付了18,187辆汽车；截至2024年2月29日，蔚来汽车累计交付量达467,781辆。</p><p>数据发布后，蔚来美股盘前涨幅有所收窄，现涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd1a62744ea13f569b5b1554482455b6\" title=\"\" tg-width=\"856\" tg-height=\"835\"/></p><p>蔚来2024款系列车型即将开启交付。2024款车型性能升级，中央计算平台ADAM集成1颗最新的高通骁龙8295智能座舱芯片，以及4颗英伟达Orin X智能驾驶芯片，量产算力再次刷新行业天花板。基于行业最强算力，我们将于二季度开启包含高速公路、城区、换电等在内的全域领航辅助的全量推送，端侧多模态大模型 NOMI GPT 也即将启用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33a90e1d2dfa26faceb4521712edcf67\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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蔚来汽车2月交付量8132辆，环比下降19%\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\">2024-03-01 17:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车2月交付量8,132辆，环比下降19%，其中包括4,765辆高端智能电动SUV和3,367辆高端智能电动轿车；2024年迄今为止交付了18,187辆汽车；截至2024年2月29日，蔚来汽车累计交付量达467,781辆。</p><p>数据发布后，蔚来美股盘前涨幅有所收窄，现涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd1a62744ea13f569b5b1554482455b6\" title=\"\" tg-width=\"856\" tg-height=\"835\"/></p><p>蔚来2024款系列车型即将开启交付。2024款车型性能升级，中央计算平台ADAM集成1颗最新的高通骁龙8295智能座舱芯片，以及4颗英伟达Orin X智能驾驶芯片，量产算力再次刷新行业天花板。基于行业最强算力，我们将于二季度开启包含高速公路、城区、换电等在内的全域领航辅助的全量推送，端侧多模态大模型 NOMI GPT 也即将启用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33a90e1d2dfa26faceb4521712edcf67\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"BK4526":"热门中概股","BK4574":"无人驾驶","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","NIO":"蔚来","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","09866":"蔚来-SW","BK4509":"腾讯概念","BK4588":"碎股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126493486","content_text":"3月1日，蔚来汽车2月交付量8,132辆，环比下降19%，其中包括4,765辆高端智能电动SUV和3,367辆高端智能电动轿车；2024年迄今为止交付了18,187辆汽车；截至2024年2月29日，蔚来汽车累计交付量达467,781辆。数据发布后，蔚来美股盘前涨幅有所收窄，现涨2%。蔚来2024款系列车型即将开启交付。2024款车型性能升级，中央计算平台ADAM集成1颗最新的高通骁龙8295智能座舱芯片，以及4颗英伟达Orin X智能驾驶芯片，量产算力再次刷新行业天花板。基于行业最强算力，我们将于二季度开启包含高速公路、城区、换电等在内的全域领航辅助的全量推送，端侧多模态大模型 NOMI GPT 也即将启用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570894101421757","authorId":"3570894101421757","name":"追风的咕咕","avatar":"https://static.tigerbbs.com/425722afb00b393a2a2d67736e2b9606","crmLevel":5,"crmLevelSwitch":0},"content":"感觉你说的对 下面说的还是差点意思。 现在中国市场不缺好车 自己的目标客户群体太少。理想 我觉得这个就是 给自己的定位就是完美。","text":"感觉你说的对 下面说的还是差点意思。 现在中国市场不缺好车 自己的目标客户群体太少。理想 我觉得这个就是 给自己的定位就是完美。","html":"感觉你说的对 下面说的还是差点意思。 现在中国市场不缺好车 自己的目标客户群体太少。理想 我觉得这个就是 给自己的定位就是完美。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202466763161608,"gmtCreate":1690458109134,"gmtModify":1690458110349,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>看看趋势","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>看看趋势","text":"$蔚来(NIO)$ 看看趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202466763161608","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202442918436944,"gmtCreate":1690428871285,"gmtModify":1690428872461,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>听说之前做的很好，应该会像新东方一样","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>听说之前做的很好，应该会像新东方一样","text":"$高途(GOTU)$ 听说之前做的很好，应该会像新东方一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202442918436944","isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201294835273776,"gmtCreate":1690168995619,"gmtModify":1690170067043,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v>负面新闻较多","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v>负面新闻较多","text":"$理想汽车(LI)$ 负面新闻较多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201294835273776","isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197915216380128,"gmtCreate":1689341845778,"gmtModify":1689341846748,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>跌，我就补仓","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>跌，我就补仓","text":"$蔚来(NIO)$ 跌，我就补仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/197915216380128","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616190413,"gmtCreate":1651547411537,"gmtModify":1651547411537,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>新东方是合股了吗？","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>新东方是合股了吗？","text":"$新东方(EDU)$新东方是合股了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/616190413","isVote":1,"tweetType":1,"viewCount":2406,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546132206263390","authorId":"3546132206263390","name":"什嘛值得买","avatar":"https://static.tigerbbs.com/fafab337b0a21f5ffd2434a86900034f","crmLevel":2,"crmLevelSwitch":0},"content":"是啊，合了一个多月了吧","text":"是啊，合了一个多月了吧","html":"是啊，合了一个多月了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128891590,"gmtCreate":1624509141110,"gmtModify":1624509141110,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"你在教美联储做事？","listText":"你在教美联储做事？","text":"你在教美联储做事？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128891590","repostId":"2145901186","repostType":4,"repost":{"id":"2145901186","pubTimestamp":1624504093,"share":"https://www.laohu8.com/m/news/2145901186?lang=&edition=full","pubTime":"2021-06-24 11:08","market":"us","language":"zh","title":"时间紧迫！美联储再不踩刹车，后果只有一个","url":"https://stock-news.laohu8.com/highlight/detail?id=2145901186","media":"金十数据","summary":"2021年美联储的货币政策正在积极推动经济周期性增长反弹，甚至允许通胀上升。这与1994年美联储面对类似情况时的决定形成了鲜明对比。当时美联储迅速而积极地抑制周期性增长，特别是通货膨胀。\n1994年和","content":"<p>2021年美联储的货币政策正在积极推动经济周期性增长反弹，甚至允许通胀上升。这与1994年美联储面对类似情况时的决定形成了鲜明对比。当时美联储迅速而积极地抑制周期性增长，特别是通货膨胀。</p>\n<p>1994年和2021年有许多相同点，随着不利条件消退，两年经济均快速增长，并出现了通胀压力。</p>\n<p>2021年，经济重新开放得益于宽松的货币政策和财政刺激。而1994年的经济反弹则源于长期的宽松货币政策，以及家庭去杠杆化、企业重组和国防开支削减的结束。</p>\n<p>在前一年创纪录的衰退后，2021年的经济增长速度更快、覆盖范围更广。市场普遍预测2021年美国的实际GDP增长将在6%到7%之间，而在1994年，美国GDP增长为4%。</p>\n<p>但这两年的最大差异就在于通货膨胀。</p>\n<p>2021年前5个月，美国核心消费通胀年率为5%，而1994年最高为3%。过去一年，中间材料的核心价格上涨了17%，而1994年的最大涨幅为5%。</p>\n<p>当前政策制定者认为，产品市场的供给和需求将在某个时点“自动修正”。这意味着，随着企业生产水平提高以满足更高水平的需求，不会对经济造成任何干扰。</p>\n<p>不过现实情况恐怕是，仅个别产品市场能够“自动修正”，多种产品市场、住房和服务经济的许多领域则很难做到这一点。</p>\n<p>碍于僵化的制度，即使所有人都认为住房资产购买计划不再必要，但美联储仍得继续实施此计划。</p>\n<p>1994年，老一代政策制定者认为，强劲的订单和材料价格上涨表明企业需要更多库存以保护生产计划。因此，1994年决策者连续12个月加息，将法定利率从3%提高到6%，而在1995年则小幅降低。</p>\n<p><img src=\"https://static.tigerbbs.com/369ae45cb98b1c704cf52275b6ab48be\" tg-width=\"699\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>2021年也出现了类似的情况，由于零部件短缺，企业一度被迫削减产量，抑制终端需求被视为是打破和缩短通胀周期性上升的必要条件。</p>\n<p>但目前在法定利率为0的情况下，加上宽松的政策立场，美国经济或将出现与1994年截然不同的结果，即出现“硬着陆”。</p>\n<p>因此，金融博客零对冲认为，在经济快速增长和价格压力不断上升的情况下，创纪录的宽松货币政策已不再必要，美联储亟需有人表态，以避免犯下重大政策错误。</p>","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>时间紧迫！美联储再不踩刹车，后果只有一个</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; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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时间紧迫！美联储再不踩刹车，后果只有一个\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 11:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/nmetal/2021-06-24/doc-ikqcfnca2885475.shtml><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年美联储的货币政策正在积极推动经济周期性增长反弹，甚至允许通胀上升。这与1994年美联储面对类似情况时的决定形成了鲜明对比。当时美联储迅速而积极地抑制周期性增长，特别是通货膨胀。\n1994年和2021年有许多相同点，随着不利条件消退，两年经济均快速增长，并出现了通胀压力。\n2021年，经济重新开放得益于宽松的货币政策和财政刺激。而1994年的经济反弹则源于长期的宽松货币政策，以及家庭去杠杆...</p>\n\n<a href=\"https://finance.sina.com.cn/money/nmetal/2021-06-24/doc-ikqcfnca2885475.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DDM":"道指两倍做多ETF","IVV":"标普500指数ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","SH":"标普500反向ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","QID":"纳指两倍做空ETF","SPY":"标普500ETF","DJX":"1/100道琼斯"},"source_url":"https://finance.sina.com.cn/money/nmetal/2021-06-24/doc-ikqcfnca2885475.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2145901186","content_text":"2021年美联储的货币政策正在积极推动经济周期性增长反弹，甚至允许通胀上升。这与1994年美联储面对类似情况时的决定形成了鲜明对比。当时美联储迅速而积极地抑制周期性增长，特别是通货膨胀。\n1994年和2021年有许多相同点，随着不利条件消退，两年经济均快速增长，并出现了通胀压力。\n2021年，经济重新开放得益于宽松的货币政策和财政刺激。而1994年的经济反弹则源于长期的宽松货币政策，以及家庭去杠杆化、企业重组和国防开支削减的结束。\n在前一年创纪录的衰退后，2021年的经济增长速度更快、覆盖范围更广。市场普遍预测2021年美国的实际GDP增长将在6%到7%之间，而在1994年，美国GDP增长为4%。\n但这两年的最大差异就在于通货膨胀。\n2021年前5个月，美国核心消费通胀年率为5%，而1994年最高为3%。过去一年，中间材料的核心价格上涨了17%，而1994年的最大涨幅为5%。\n当前政策制定者认为，产品市场的供给和需求将在某个时点“自动修正”。这意味着，随着企业生产水平提高以满足更高水平的需求，不会对经济造成任何干扰。\n不过现实情况恐怕是，仅个别产品市场能够“自动修正”，多种产品市场、住房和服务经济的许多领域则很难做到这一点。\n碍于僵化的制度，即使所有人都认为住房资产购买计划不再必要，但美联储仍得继续实施此计划。\n1994年，老一代政策制定者认为，强劲的订单和材料价格上涨表明企业需要更多库存以保护生产计划。因此，1994年决策者连续12个月加息，将法定利率从3%提高到6%，而在1995年则小幅降低。\n\n2021年也出现了类似的情况，由于零部件短缺，企业一度被迫削减产量，抑制终端需求被视为是打破和缩短通胀周期性上升的必要条件。\n但目前在法定利率为0的情况下，加上宽松的政策立场，美国经济或将出现与1994年截然不同的结果，即出现“硬着陆”。\n因此，金融博客零对冲认为，在经济快速增长和价格压力不断上升的情况下，创纪录的宽松货币政策已不再必要，美联储亟需有人表态，以避免犯下重大政策错误。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193006982,"gmtCreate":1620738244646,"gmtModify":1620738244646,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这个装在观光车上好使，招手即停","listText":"这个装在观光车上好使，招手即停","text":"这个装在观光车上好使，招手即停","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193006982","repostId":"2134332936","repostType":2,"isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199277773,"gmtCreate":1620713602292,"gmtModify":1620713602292,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"国产车出口不行呀","listText":"国产车出口不行呀","text":"国产车出口不行呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199277773","repostId":"1155050170","repostType":4,"isVote":1,"tweetType":1,"viewCount":2056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374196573,"gmtCreate":1619426373892,"gmtModify":1619426373892,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>感觉有点飘，清仓走人了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>感觉有点飘，清仓走人了","text":"$哔哩哔哩(BILI)$感觉有点飘，清仓走人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374196573","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374196163,"gmtCreate":1619426341252,"gmtModify":1619426341252,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感觉有点飘，清仓走人了","listText":"感觉有点飘，清仓走人了","text":"感觉有点飘，清仓走人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374196163","repostId":"375593123","repostType":1,"repost":{"id":375593123,"gmtCreate":1619357600362,"gmtModify":1619359889009,"author":{"id":"3534231210969182","authorId":"3534231210969182","name":"雷达财经","avatar":"https://static.tigerbbs.com/23f5ed78a62745bb3ebe4e27cd9e6fa1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"B站游戏校招被指歧视北邮 游戏在B站是个什么存在？","htmlText":"雷达财经 文丨梁春富 编|深海4月24日，知乎上“如何评价B站游戏面试官在北邮校招时，炫耀资产、贬低应试者的言论？”的提问引发关注，一度登上热榜第一。据该知乎帖，在北京邮电大学的校招过程中，B站面试官放言，“北邮人太浮躁，眼界太窄，只注重互联网高薪大厂，虽然哔哩哔哩薪酬一般，但可以让你体会到充实工作的感觉”“自己团队都是清华、北大或者QS世界大学排名前三的学生，你什么都不会，怎么好意思来？”面试官还称自家孩子五岁只会说英文，可以和白人交流。对此，知乎认证为B站游戏工作室负责人的“小豌豆”二次发帖回应，全面否认了上述言论，表示其和面试团队从未表达对北邮的负面言论，并称其在校招过程中有一些情绪化、过于说教，“希望这位同学多多理解，也希望你有一个美好的前程。”值得注意的是，该事件涉及的游戏业务是Ｂ站营收主要来源。Ｂ站自上市之后，游戏业务在整个营收结构的比重逐渐降低。过去三年，游戏业务占Ｂ站总收入的比重分别为７１．１％、５３．１％　和４０．０％。目前，B站游戏面临激烈竞争，公司积极加码。据不完全统计，仅２０２０年至今，Ｂ站就投资了包括掌派科技、Ａｃｃｅｓｓ！、时之砂、猫之日、光焰网络、影之月、千跃网络在内的１１家游戏制作公司。当事人两度发帖回应B站面试官一系列的争议言论曝光后，引发了网友热烈讨论，4月24日当晚登上了知乎热榜第一，第二天中午（4月25日）“B站面试官回应涉招聘争议”登上微博热搜榜，截止目前有8632.8万阅读，3237条讨论。对此，认证为B站游戏工作室负责人的“小豌豆”两度发帖回应。“小豌豆”自称为当事人，“4月23日以技术面试官的身份参加了招聘会”。据其描述，因当日参与面试的人较多，面试时间被延长，“导致面试开始时，该同学已经情绪很不好”，还对没拿到offer表示不服气：“大厂都给我offer，小厂竟然没有给”。该面试官称，上述同学的话一定程度上刺激到了他，进而发","listText":"雷达财经 文丨梁春富 编|深海4月24日，知乎上“如何评价B站游戏面试官在北邮校招时，炫耀资产、贬低应试者的言论？”的提问引发关注，一度登上热榜第一。据该知乎帖，在北京邮电大学的校招过程中，B站面试官放言，“北邮人太浮躁，眼界太窄，只注重互联网高薪大厂，虽然哔哩哔哩薪酬一般，但可以让你体会到充实工作的感觉”“自己团队都是清华、北大或者QS世界大学排名前三的学生，你什么都不会，怎么好意思来？”面试官还称自家孩子五岁只会说英文，可以和白人交流。对此，知乎认证为B站游戏工作室负责人的“小豌豆”二次发帖回应，全面否认了上述言论，表示其和面试团队从未表达对北邮的负面言论，并称其在校招过程中有一些情绪化、过于说教，“希望这位同学多多理解，也希望你有一个美好的前程。”值得注意的是，该事件涉及的游戏业务是Ｂ站营收主要来源。Ｂ站自上市之后，游戏业务在整个营收结构的比重逐渐降低。过去三年，游戏业务占Ｂ站总收入的比重分别为７１．１％、５３．１％　和４０．０％。目前，B站游戏面临激烈竞争，公司积极加码。据不完全统计，仅２０２０年至今，Ｂ站就投资了包括掌派科技、Ａｃｃｅｓｓ！、时之砂、猫之日、光焰网络、影之月、千跃网络在内的１１家游戏制作公司。当事人两度发帖回应B站面试官一系列的争议言论曝光后，引发了网友热烈讨论，4月24日当晚登上了知乎热榜第一，第二天中午（4月25日）“B站面试官回应涉招聘争议”登上微博热搜榜，截止目前有8632.8万阅读，3237条讨论。对此，认证为B站游戏工作室负责人的“小豌豆”两度发帖回应。“小豌豆”自称为当事人，“4月23日以技术面试官的身份参加了招聘会”。据其描述，因当日参与面试的人较多，面试时间被延长，“导致面试开始时，该同学已经情绪很不好”，还对没拿到offer表示不服气：“大厂都给我offer，小厂竟然没有给”。该面试官称，上述同学的话一定程度上刺激到了他，进而发","text":"雷达财经 文丨梁春富 编|深海4月24日，知乎上“如何评价B站游戏面试官在北邮校招时，炫耀资产、贬低应试者的言论？”的提问引发关注，一度登上热榜第一。据该知乎帖，在北京邮电大学的校招过程中，B站面试官放言，“北邮人太浮躁，眼界太窄，只注重互联网高薪大厂，虽然哔哩哔哩薪酬一般，但可以让你体会到充实工作的感觉”“自己团队都是清华、北大或者QS世界大学排名前三的学生，你什么都不会，怎么好意思来？”面试官还称自家孩子五岁只会说英文，可以和白人交流。对此，知乎认证为B站游戏工作室负责人的“小豌豆”二次发帖回应，全面否认了上述言论，表示其和面试团队从未表达对北邮的负面言论，并称其在校招过程中有一些情绪化、过于说教，“希望这位同学多多理解，也希望你有一个美好的前程。”值得注意的是，该事件涉及的游戏业务是Ｂ站营收主要来源。Ｂ站自上市之后，游戏业务在整个营收结构的比重逐渐降低。过去三年，游戏业务占Ｂ站总收入的比重分别为７１．１％、５３．１％　和４０．０％。目前，B站游戏面临激烈竞争，公司积极加码。据不完全统计，仅２０２０年至今，Ｂ站就投资了包括掌派科技、Ａｃｃｅｓｓ！、时之砂、猫之日、光焰网络、影之月、千跃网络在内的１１家游戏制作公司。当事人两度发帖回应B站面试官一系列的争议言论曝光后，引发了网友热烈讨论，4月24日当晚登上了知乎热榜第一，第二天中午（4月25日）“B站面试官回应涉招聘争议”登上微博热搜榜，截止目前有8632.8万阅读，3237条讨论。对此，认证为B站游戏工作室负责人的“小豌豆”两度发帖回应。“小豌豆”自称为当事人，“4月23日以技术面试官的身份参加了招聘会”。据其描述，因当日参与面试的人较多，面试时间被延长，“导致面试开始时，该同学已经情绪很不好”，还对没拿到offer表示不服气：“大厂都给我offer，小厂竟然没有给”。该面试官称，上述同学的话一定程度上刺激到了他，进而发","images":[{"img":"https://static.tigerbbs.com/e5ab6fa71dac89c681a2173b83e20389","width":"641","height":"395"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375593123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375694815,"gmtCreate":1619330046637,"gmtModify":1619330046637,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"创始人是，陈光标？","listText":"创始人是，陈光标？","text":"创始人是，陈光标？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375694815","repostId":"2130367905","repostType":2,"isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359881385,"gmtCreate":1616381915747,"gmtModify":1616381915747,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"百度要在美股退市？","listText":"百度要在美股退市？","text":"百度要在美股退市？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359881385","repostId":"2121477991","repostType":2,"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367181717,"gmtCreate":1614921076539,"gmtModify":1703482995576,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>高频操作容易亏损，相信就坚定持有","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>高频操作容易亏损，相信就坚定持有","text":"$百度(BIDU)$高频操作容易亏损，相信就坚定持有","images":[{"img":"https://static.tigerbbs.com/86820fb6d9d3d28b21f1e21313a3e114","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367181717","isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338552288,"gmtCreate":1609939920444,"gmtModify":1703741480052,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MYGN\">$万基遗传(MYGN)$</a>这是什么意思","listText":"<a href=\"https://laohu8.com/S/MYGN\">$万基遗传(MYGN)$</a>这是什么意思","text":"$万基遗传(MYGN)$这是什么意思","images":[{"img":"https://static.tigerbbs.com/bf8e082fb0d5bd6c09879f6c3819ff6a","width":"1437","height":"231"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338552288","isVote":1,"tweetType":1,"viewCount":2410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":970410383,"gmtCreate":1597851804342,"gmtModify":1704217032802,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有原则怎么变成了强权霸道。拼多多愿意补贴，直接把4w给那五个人不就行了？","listText":"有原则怎么变成了强权霸道。拼多多愿意补贴，直接把4w给那五个人不就行了？","text":"有原则怎么变成了强权霸道。拼多多愿意补贴，直接把4w给那五个人不就行了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970410383","repostId":"1136690086","repostType":2,"repost":{"id":"1136690086","pubTimestamp":1597841977,"share":"https://www.laohu8.com/m/news/1136690086?lang=&edition=full","pubTime":"2020-08-19 20:59","market":"hk","language":"zh","title":"再斗下去，拼多多特斯拉只会两败俱伤 ","url":"https://stock-news.laohu8.com/highlight/detail?id=1136690086","media":" AI蓝媒汇","summary":"作者|魏晓\n制图|段诗\n来源|AI蓝媒汇（lanmeih001）\n一早起来，很多人都是蒙圈的。\n昨晚明明入睡前，大脑收到拼多多团购特斯拉事件的武汉车主已在拼多多协助下成功提车的信号。\n结果早上一睁眼，","content":"<p><b>作者|魏晓</b></p>\n<p><b>制图|段诗</b></p>\n<p><b>来源|AI蓝媒汇（lanmeih001）</b></p>\n<p>一早起来，很多人都是蒙圈的。</p>\n<p>昨晚明明入睡前，大脑收到拼多多团购特斯拉事件的武汉车主已在拼多多协助下成功提车的信号。</p>\n<p>结果早上一睁眼，就是特斯拉官方措辞强硬的回应：假新闻，自导自演，强烈愤慨……</p>\n<p>一出“狗血”的电视剧本以为已经有了一个大圆满的结局，没想到，又是一波更“狗血”的大反转，又把人胃口掉了起来，甚至现在还看不到尽头。</p>\n<p>那感觉，如同吃下一颗美味的糖后，又逼着你吐出来，然后把糖放在口边十万八千里的距离，让你望眼欲穿。</p>\n<p>同时陷入一片迷雾。</p>\n<p>究竟武汉车主提车成功了吗，究竟有没有黑名单，究竟哪一方让步了，哪一方胜利了？</p>\n<p>仔细对比拼多多，还是特斯拉以及当事车主的采访，可以得到一个事实，那就是，广义上，武汉车主是提车成功了。狭义上，没有。</p>\n<p>因为，此次提车并非是武汉车主的个人名义，而是家属名义，同时也并非是基于原拼多多订单。</p>\n<p>本质上，这同样不算是“重新下单”。显然，多方仍然丝毫不肯让步。这也直接使得一个本大概率双赢的事件，开始向无法收场的方向演变。</p>\n<p><b>拼多多尴尬</b></p>\n<p>此前在外界看来，拼多多更多是“蹭”特斯拉。</p>\n<p>虽然特斯拉早就声明否认授权合作，但由于拼多多是站在用户立场，提供补贴让用户以低于市场的价格买到特斯拉，拼多多的“蹭”是能博取到用户端乃至大众端的理解与好感的。</p>\n<p>毕竟拼多多一未实际冲击特斯拉的销售体系、价格体系，二为用户提供了优惠。</p>\n<p>但经过昨晚，可能就不可控了。</p>\n<p>昨晚特斯拉前线的员工还在跟拼多多团购事件未交付的车主进一步沟通如何解决，市场上关于该名车主已在拼多多的协助上成功提车的消息便已铺天盖地。</p>\n<p>尤其是不少市场消息直接以“特斯拉输了”为题，这搞得特斯拉很是愤怒。</p>\n<p><img src=\"https://static.tigerbbs.com/6c665b1c8639f2807fdc7e975c3670ad\" tg-width=\"746\" tg-height=\"276\"></p>\n<p>先是特斯拉员工在微博直指“该名车主已在拼多多的协助上成功提车”的消息，是赤裸裸的假新闻，随后该微博被特斯拉对外事务副总裁陶琳转发，意在代表特斯拉官方表态。</p>\n<p>更在今日早间特斯拉作出公开声明，言辞非常激烈，不仅回应称武汉车主交付的报道中，使用的拖车、签字文件以及交付操作流程均不符合特斯拉交付规范，非特斯拉正常流程。</p>\n<p>更将矛头直指拼多多，“对这种通过自导自演制造新闻，恶意误导舆论的做法表示强烈谴责，并奉劝相关方遵守基本的商业道德底线，停止为了自身利益玩弄公众舆论和消费大众情绪。”</p>\n<p><img src=\"https://static.tigerbbs.com/285043553ce505c0f955d334b3023211\" tg-width=\"950\" tg-height=\"711\"></p>\n<p>此外8月17日晚间，特斯拉全球副总裁、大中华区负责人朱晓彤的内部指示亦流传出来，朱晓彤称，特斯拉没有庞大的公关部门和预算费用，官方的声音需要每个人去传播。必须全员行动起来，转发朋友圈、参与留言和举报不实信息。</p>\n<p>此类措辞激烈的回应以及表态，特斯拉直指拼多多利用公关手段，质疑后者“为了自身利益玩弄公众舆论和消费大众情绪。”</p>\n<p>也由此，在不少人眼中，拼多多此前的“蹭”，演变成了“自导自演，恶意误导舆论。”</p>\n<p>显然这对于拼多多而言，是一个极其不利的指控。站在用户立场，还是站在自身利益立场，在大众舆论面前，可是两种观感。</p>\n<p><b>特斯拉霸道</b></p>\n<p>而对于特斯拉而言，再度凸显了其强权霸道。</p>\n<p>实际上在后期的操作上拼多多和宜买车遵守了特斯拉的用户协议，由用户本人直接下单操作，拼多多和宜买车在背后提供补贴资金和流程支持，这并未违反特斯拉的直销流程体系。</p>\n<p>同样参与拼多多团购的部分车主，顺利从特斯拉手中完成交付的，便是清晰例证。</p>\n<p>但这名武汉车主之所以被拒绝交付，原因就因为其透露了自己参加拼多多的这一活动，听到这之后的特斯拉第一反应拒绝交付。</p>\n<p>可见特斯拉的傲慢。</p>\n<p>虽然特斯拉一再强调拼多多非官方授权渠道，但从法律层面上来说，特斯拉向拼多多团购车主拒绝交付一事上，特斯拉并不占理。</p>\n<p>其引用自己制定的““我们可能会单方面取消任一我们认为是有转售意向、侵犯我们商标权或出于恶意的订单”的条款”，就可以“为所欲为”，再到今天的回应直接将该名武汉车主架在火上烤，特斯拉都表现出强烈的将自身利益直接置于用户利益之上的姿态。</p>\n<p>即便特斯拉维护了品牌调性，维护了直销渠道，但其霸道强权的形象，却不可避免的留下了。</p>\n<p>这自然不利于特斯拉的整体品牌形象。</p>\n<p><b>还能双赢吗</b></p>\n<p>事实上，外界曾多有声音认为，“特斯拉拒绝向拼多多团购车主交付”一事在掀起广泛范围的讨论热议后，在当下的注意力经济时代，不是没有双赢的可能。</p>\n<p>拼多多一方能够继续强化“人民需要什么，拼多多就补贴什么”的标签，即便品牌方不接受，但拼多多也博得站在用户的角度，去努力去争取这一形象的好感度。</p>\n<p>特斯拉一方则能够进一步打开品牌出圈声量，亦能在向外界传达特斯拉的直销理念，毕竟拼多多团购的这一操作，实质上并未冲击特斯拉的渠道、价格体系。</p>\n<p>也就是说意思意思一下，多方好好沟通出来一个合适的结果，就大概率双赢。</p>\n<p>可惜，从现在看来，火候过了，菜烧毁了，不仅没能实现双赢，反倒事态在往双败的趋势演化。</p>\n<p>遭受特斯拉指控，会衍生出一系列对拼多多的“阴谋论”。</p>\n<p>为什么拼多多不采取让该名武汉车主重新下单，事后给予2万补贴的方式，以解决用户实际问题；为什么该名武汉车主在与特斯拉沟通解决方案过程中，始终坚持要通过拼多多渠道？为什么拼多多声称的车主交付成功，与特斯拉说的不一致？</p>\n<p>特斯拉呢，则将自己的傲慢与霸道展露无疑。</p>\n<p>要知道在此前，当“特斯拉拒绝向拼多多团购车主交付”一事发生后，不少人都调侃认为，这是拼多多联手特斯拉一起炒作，共同博取流量打知名度。但现在再去问这部分人，他们只会觉得特斯拉就是个霸道美国牌子，中国用户想少花点钱买特斯拉却被直接拒绝，真是过分。</p>","source":"lmh","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>再斗下去，拼多多特斯拉只会两败俱伤 </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; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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再斗下去，拼多多特斯拉只会两败俱伤 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-19 20:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/mYLJ8uWUmhOFytIqJ8WACw><strong> AI蓝媒汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|魏晓\n制图|段诗\n来源|AI蓝媒汇（lanmeih001）\n一早起来，很多人都是蒙圈的。\n昨晚明明入睡前，大脑收到拼多多团购特斯拉事件的武汉车主已在拼多多协助下成功提车的信号。\n结果早上一睁眼，就是特斯拉官方措辞强硬的回应：假新闻，自导自演，强烈愤慨……\n一出“狗血”的电视剧本以为已经有了一个大圆满的结局，没想到，又是一波更“狗血”的大反转，又把人胃口掉了起来，甚至现在还看不到尽头。\n那感觉...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/mYLJ8uWUmhOFytIqJ8WACw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/982e53163936f7089fc6fda75c65e80e","relate_stocks":{"TSLA":"特斯拉","PDD":"拼多多"},"source_url":"https://mp.weixin.qq.com/s/mYLJ8uWUmhOFytIqJ8WACw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136690086","content_text":"作者|魏晓\n制图|段诗\n来源|AI蓝媒汇（lanmeih001）\n一早起来，很多人都是蒙圈的。\n昨晚明明入睡前，大脑收到拼多多团购特斯拉事件的武汉车主已在拼多多协助下成功提车的信号。\n结果早上一睁眼，就是特斯拉官方措辞强硬的回应：假新闻，自导自演，强烈愤慨……\n一出“狗血”的电视剧本以为已经有了一个大圆满的结局，没想到，又是一波更“狗血”的大反转，又把人胃口掉了起来，甚至现在还看不到尽头。\n那感觉，如同吃下一颗美味的糖后，又逼着你吐出来，然后把糖放在口边十万八千里的距离，让你望眼欲穿。\n同时陷入一片迷雾。\n究竟武汉车主提车成功了吗，究竟有没有黑名单，究竟哪一方让步了，哪一方胜利了？\n仔细对比拼多多，还是特斯拉以及当事车主的采访，可以得到一个事实，那就是，广义上，武汉车主是提车成功了。狭义上，没有。\n因为，此次提车并非是武汉车主的个人名义，而是家属名义，同时也并非是基于原拼多多订单。\n本质上，这同样不算是“重新下单”。显然，多方仍然丝毫不肯让步。这也直接使得一个本大概率双赢的事件，开始向无法收场的方向演变。\n拼多多尴尬\n此前在外界看来，拼多多更多是“蹭”特斯拉。\n虽然特斯拉早就声明否认授权合作，但由于拼多多是站在用户立场，提供补贴让用户以低于市场的价格买到特斯拉，拼多多的“蹭”是能博取到用户端乃至大众端的理解与好感的。\n毕竟拼多多一未实际冲击特斯拉的销售体系、价格体系，二为用户提供了优惠。\n但经过昨晚，可能就不可控了。\n昨晚特斯拉前线的员工还在跟拼多多团购事件未交付的车主进一步沟通如何解决，市场上关于该名车主已在拼多多的协助上成功提车的消息便已铺天盖地。\n尤其是不少市场消息直接以“特斯拉输了”为题，这搞得特斯拉很是愤怒。\n\n先是特斯拉员工在微博直指“该名车主已在拼多多的协助上成功提车”的消息，是赤裸裸的假新闻，随后该微博被特斯拉对外事务副总裁陶琳转发，意在代表特斯拉官方表态。\n更在今日早间特斯拉作出公开声明，言辞非常激烈，不仅回应称武汉车主交付的报道中，使用的拖车、签字文件以及交付操作流程均不符合特斯拉交付规范，非特斯拉正常流程。\n更将矛头直指拼多多，“对这种通过自导自演制造新闻，恶意误导舆论的做法表示强烈谴责，并奉劝相关方遵守基本的商业道德底线，停止为了自身利益玩弄公众舆论和消费大众情绪。”\n\n此外8月17日晚间，特斯拉全球副总裁、大中华区负责人朱晓彤的内部指示亦流传出来，朱晓彤称，特斯拉没有庞大的公关部门和预算费用，官方的声音需要每个人去传播。必须全员行动起来，转发朋友圈、参与留言和举报不实信息。\n此类措辞激烈的回应以及表态，特斯拉直指拼多多利用公关手段，质疑后者“为了自身利益玩弄公众舆论和消费大众情绪。”\n也由此，在不少人眼中，拼多多此前的“蹭”，演变成了“自导自演，恶意误导舆论。”\n显然这对于拼多多而言，是一个极其不利的指控。站在用户立场，还是站在自身利益立场，在大众舆论面前，可是两种观感。\n特斯拉霸道\n而对于特斯拉而言，再度凸显了其强权霸道。\n实际上在后期的操作上拼多多和宜买车遵守了特斯拉的用户协议，由用户本人直接下单操作，拼多多和宜买车在背后提供补贴资金和流程支持，这并未违反特斯拉的直销流程体系。\n同样参与拼多多团购的部分车主，顺利从特斯拉手中完成交付的，便是清晰例证。\n但这名武汉车主之所以被拒绝交付，原因就因为其透露了自己参加拼多多的这一活动，听到这之后的特斯拉第一反应拒绝交付。\n可见特斯拉的傲慢。\n虽然特斯拉一再强调拼多多非官方授权渠道，但从法律层面上来说，特斯拉向拼多多团购车主拒绝交付一事上，特斯拉并不占理。\n其引用自己制定的““我们可能会单方面取消任一我们认为是有转售意向、侵犯我们商标权或出于恶意的订单”的条款”，就可以“为所欲为”，再到今天的回应直接将该名武汉车主架在火上烤，特斯拉都表现出强烈的将自身利益直接置于用户利益之上的姿态。\n即便特斯拉维护了品牌调性，维护了直销渠道，但其霸道强权的形象，却不可避免的留下了。\n这自然不利于特斯拉的整体品牌形象。\n还能双赢吗\n事实上，外界曾多有声音认为，“特斯拉拒绝向拼多多团购车主交付”一事在掀起广泛范围的讨论热议后，在当下的注意力经济时代，不是没有双赢的可能。\n拼多多一方能够继续强化“人民需要什么，拼多多就补贴什么”的标签，即便品牌方不接受，但拼多多也博得站在用户的角度，去努力去争取这一形象的好感度。\n特斯拉一方则能够进一步打开品牌出圈声量，亦能在向外界传达特斯拉的直销理念，毕竟拼多多团购的这一操作，实质上并未冲击特斯拉的渠道、价格体系。\n也就是说意思意思一下，多方好好沟通出来一个合适的结果，就大概率双赢。\n可惜，从现在看来，火候过了，菜烧毁了，不仅没能实现双赢，反倒事态在往双败的趋势演化。\n遭受特斯拉指控，会衍生出一系列对拼多多的“阴谋论”。\n为什么拼多多不采取让该名武汉车主重新下单，事后给予2万补贴的方式，以解决用户实际问题；为什么该名武汉车主在与特斯拉沟通解决方案过程中，始终坚持要通过拼多多渠道？为什么拼多多声称的车主交付成功，与特斯拉说的不一致？\n特斯拉呢，则将自己的傲慢与霸道展露无疑。\n要知道在此前，当“特斯拉拒绝向拼多多团购车主交付”一事发生后，不少人都调侃认为，这是拼多多联手特斯拉一起炒作，共同博取流量打知名度。但现在再去问这部分人，他们只会觉得特斯拉就是个霸道美国牌子，中国用户想少花点钱买特斯拉却被直接拒绝，真是过分。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958701173,"gmtCreate":1591363800192,"gmtModify":1704195519264,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就这张图，细品","listText":"就这张图，细品","text":"就这张图，细品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958701173","repostId":"2041790082","repostType":2,"repost":{"id":"2041790082","pubTimestamp":1591353498,"share":"https://www.laohu8.com/m/news/2041790082?lang=&edition=full","pubTime":"2020-06-05 18:38","market":"us","language":"zh","title":"百度的电商“悲剧”，小程序能否改写？","url":"https://stock-news.laohu8.com/highlight/detail?id=2041790082","media":"投资界","summary":"用“悲剧史”来描述百度的电商业务一点都不为过。2008被淘宝封杀之后，百度从未停止进军电商的脚步，但无论是“有啊”、“未来商店”，还是被马云讽刺为乌合之众的“腾百万”，不是无疾而终，就是半路夭折。当然","content":"<html><body><article><p>用“悲剧史”来描述<a href=\"https://laohu8.com/S/BIDU\">百度</a>的电商业务一点都不为过。</p><p>2008被淘宝封杀之后，百度从未停止进军电商的脚步，但无论是“有啊”、“未来商店”，还是被马云讽刺为乌合之众的“腾百万”，不是无疾而终，就是半路夭折。当然最轰动的一次要属李彦宏号称要砸200亿的O2O业务，结局众所周知，百度外卖去年以8亿美元被“甩卖”给饿了么。</p><p>这次，百度再度将电商希望寄托在小程序上。</p><p>7月初，在百度AI开发者大会上，百度高级副总裁、移动生态事业群组总经理沈抖宣布百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>小程序平台已入驻小程序数量达到15万，月活跃用户数量达到2.5亿。沈抖表示，智能小程序为百度带来了“新连接”，实现了从连接信息到连接商品、连接服务的升级。百度近日还战略投资了SaaS服务商有赞，而有赞最主要的业务就是为中小商家提供小程序搭建工具。</p><p>据了解，有赞目前已经帮助100多家品牌商接入百度小程序，而8月14日有赞公布的第二季度财报显示，其微商城月活跃商家数量超过13万，所以入驻百度小程序的品牌商数量还有不小的提升空间。</p><p>为此，亿欧专门体验了百度小程序电商。</p><p>以韩都衣舍、<a href=\"https://laohu8.com/S/603719\">良品铺子</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>到家和<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>（其中韩都衣舍、良品铺子小程序使用的是有赞）为例，在百度APP首页搜索框中输入品牌商家名称，下拉选项中第一个就是各自对应的智能小程序。不过点击搜索之后，韩都衣舍排在首位的是“韩都严选”小程序，其次是百度百科、官网等；而良品铺子、京东到家和唯品会则是官网排在首位，其次才是小程序，后三者的共同点在于都在百度投放了排名广告。可见<strong>百度给小程序的流量权重是相当高的，地位超过了百度百科、百度贴吧等其他业务。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20200605183820441v2467ai8unoh7pm\"/><p>进入百度的韩都严选、良品铺子等智能小程序后，亿欧发现其页面、浏览购买流程和各自的微信小程序并无太大差别，没有感受到百度小程序的自身特色，甚至在促销、卡券等功能上相比微信还有所缺失。更尴尬的是，在最后的支付环节，四个商家中，均上线了微信支付，三家上线了支付宝支付（京东到家除外），而百度自己的度小满支付却不见踪影。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200605183821821v246uhh5rstcny8\"/><p>这反映出两个直观的问题：1、品牌商家开发小程序商城首选几乎都是微信，百度只是开放了接口，当然有微信铺好了路，加上有赞的支援，百度小程序前期在商家教育和数量的增多难度降低了不少；2、度小满支付在品牌商家中的基础确实薄弱，薄弱到百度都不敢强势到强制品牌商家在其小程序中上线度小满支付，不过鉴于百度小程序电商刚起步，在业务推进一段时间或者商家形成一定规模化之后，支付选项中多一个度小满支付是大概率事件。</p><p>目前，百度App已经形成“搜索+信息流”两个分发引擎，“百家号+小程序”两个内容和服务生态的整体布局，百度2019Q2季度最新财报显示，今年6月份，百度App日活用户达1.88亿，同比增长27%；智能小程序的月活用户达到2.7亿，环比增长49%，同时也吸引了如<a href=\"https://laohu8.com/S/WB\">微博</a>、京东和美团等。不过横向对比微信APP日活还相差较远。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200605183822511v246h5dw36kks3s\"/><p>百度APP日活图表</p><p>自2018年第一季度到2019年第二季度，百度APP日活从1.37亿增加0.51亿至1.88亿。环比数据平均有0.1亿的增加，增长还算稳定。2018年7月百度开始入局小程序，其数据在2019年第一季度财报中开始体现，该季度智能小程序月活数据则从1.81亿环比增加约49%至2.7亿。此外，QuestMobile6月份报告显示，微信小程序月活在6.81亿，支付宝小程序月活为4.01亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200605183826088v246lc15tpiv2z6\"/><p>通过使用微信小程序和百度小程序，亿欧发现二者均有转发分享功能，微信小程序可直接转发给微信好友或者群，<strong>一来对品牌而言，可以利用用户的社交优势在最短时间里进行分享和传播，进而高机率促成交易成功；</strong><strong>二来小程序快速分享有利于增强消费者是用小程序的黏性。</strong>而百度智能小程序则可以分享在动态、微信好友、朋友圈、百度hi以及新浪微博中，不过百度hi作为百度的一款即时通讯软件，用户感知并不强烈。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200605183837763v246p30c9n9quib\"/><p>和微信相比，微信小程序本身就能形成转发和交易闭环，百度APP虽然有2亿用户，从微信跳转到百度APP交易等于多了一道流程，更何况相比微信的10亿用户，还有8亿用户没有安装百度APP，这对于他们使用成本就更高了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200605183838726v246ekkbcj1p4lk\"/><p>微信拥有近150万小程序开发者，凭借着流量优势，品牌们纷至沓来，愿意通过小程序获得更多“私域流量”。QuestMobile的数据显示，截至今年4月底，微信、支付宝和百度的小程序数量分别是230万个、20万个和10万个，预计整体到年底会达到500万个。微信小程序是支付宝和百度的10几倍和20几倍，光从数量这一点看，支付宝和百度显然慢了好多拍。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200605183839807v246uxh082vdzyo\"/><p>要知道，用户消费习惯很难被轻易改变的，据QuestMobile此前发布\"<a href=\"https://laohu8.com/S/CHL\">中国移动</a>互联网2018年度大报告\"显示，2018年下半年微信人均单日使用时间为85.8分钟，微信作为社交平台，其用户黏性相当高，而百度是信息搜索引擎，显然不具备这个优势。并且百度没有社交和电商基因，从根上就无法一蹴而就，大规模开展电商业务，要知道支付宝小程序背靠阿里的电商生态，都只能以生活服务入手，做长尾。</p><p>此外，据即速应用发布的《小程序2019年行业年中增长研究报告》提到，截至2019年6月，微信小程序日均使用时长为11.6分钟，支付宝和百度小程序使用时长分别为4.5分钟和2.5分钟， 后两者远低于微信。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200605183842967v2469di5nzirejx\"/><p>眼下，百度智能小程序仍在快速崛起阶段，基数虽小但也证明其有足够空间开拓，据了解美团、京东、微博都已经上线百度小程序。同时百度近期宣布投资知乎，知乎将以智能小程序的形式接入百度APP实现业务联动，不过目前知乎小程序还未在百度上线。</p><p>实际上，电商小程序的出现就是通过社交流量让品牌有额外的销售渠道，例如良品铺子旗舰店在天猫上已经拥有2364万用户，商品种类在近600种，多数品类显示的付款人数达1万人以上，但微信小程序的交易人数和频次虽然离天猫很远，但交易成本会比天猫低不少，是很好的补充，因而诸多品牌方布局小程序的势头极为强烈。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200605183845234v246fdqsmj2je6q\"/><p>沈抖此前也表示：“百度每天有60多亿次的搜索需求，每天都有150亿次的信息推荐需求，在此过程中包含大量的服务需求，而品牌直营商入驻百度后一定可以找到新商机和新的发展空间。”</p><p>从商业现状看，大中型品牌如果要做电商，入驻天猫、京东是首选，其次是选择微信小程序、微商城、社交电商等渠道，最后才会是百度小程序以及其它渠道，而电商小品牌更加注重流量的精准，绝大部分精力通过微信和微信小程序来运营。</p><p>对于百度来说，小程序的技术和商家入驻都不算难题，毕竟百度的品牌和流量摆在那里，而且还有有赞的导流和支持。但用户教育才是大难题，没有电商基因、没有社交时长支持的百度必然要花费更大的投入来拉拢用户。而且一旦该赛道变得成熟，竞争进入白热化，谁又能保证微信不会封杀百度小程序，或者强制“二选一”呢？</p><p>始终没有吃到电商红利的百度，这次想依靠小程序分得一杯羹，难度依然不小。</p></article></body></html>","source":"tencent","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>百度的电商“悲剧”，小程序能否改写？</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; 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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百度的电商“悲剧”，小程序能否改写？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-05 18:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006051838457a7a9676&s=b><strong>投资界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>用“悲剧史”来描述百度的电商业务一点都不为过。2008被淘宝封杀之后，百度从未停止进军电商的脚步，但无论是“有啊”、“未来商店”，还是被马云讽刺为乌合之众的“腾百万”，不是无疾而终，就是半路夭折。当然最轰动的一次要属李彦宏号称要砸200亿的O2O业务，结局众所周知，百度外卖去年以8亿美元被“甩卖”给饿了么。这次，百度再度将电商希望寄托在小程序上。7月初，在百度AI开发者大会上，百度高级副总裁、移动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006051838457a7a9676&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/acbcbf5b0e4db28a03e8ae10c3a785ad","relate_stocks":{"BIDU":"百度","TCEHY":"腾讯控股ADR","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006051838457a7a9676&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2041790082","content_text":"用“悲剧史”来描述百度的电商业务一点都不为过。2008被淘宝封杀之后，百度从未停止进军电商的脚步，但无论是“有啊”、“未来商店”，还是被马云讽刺为乌合之众的“腾百万”，不是无疾而终，就是半路夭折。当然最轰动的一次要属李彦宏号称要砸200亿的O2O业务，结局众所周知，百度外卖去年以8亿美元被“甩卖”给饿了么。这次，百度再度将电商希望寄托在小程序上。7月初，在百度AI开发者大会上，百度高级副总裁、移动生态事业群组总经理沈抖宣布百度智能小程序平台已入驻小程序数量达到15万，月活跃用户数量达到2.5亿。沈抖表示，智能小程序为百度带来了“新连接”，实现了从连接信息到连接商品、连接服务的升级。百度近日还战略投资了SaaS服务商有赞，而有赞最主要的业务就是为中小商家提供小程序搭建工具。据了解，有赞目前已经帮助100多家品牌商接入百度小程序，而8月14日有赞公布的第二季度财报显示，其微商城月活跃商家数量超过13万，所以入驻百度小程序的品牌商数量还有不小的提升空间。为此，亿欧专门体验了百度小程序电商。以韩都衣舍、良品铺子、京东到家和唯品会（其中韩都衣舍、良品铺子小程序使用的是有赞）为例，在百度APP首页搜索框中输入品牌商家名称，下拉选项中第一个就是各自对应的智能小程序。不过点击搜索之后，韩都衣舍排在首位的是“韩都严选”小程序，其次是百度百科、官网等；而良品铺子、京东到家和唯品会则是官网排在首位，其次才是小程序，后三者的共同点在于都在百度投放了排名广告。可见百度给小程序的流量权重是相当高的，地位超过了百度百科、百度贴吧等其他业务。进入百度的韩都严选、良品铺子等智能小程序后，亿欧发现其页面、浏览购买流程和各自的微信小程序并无太大差别，没有感受到百度小程序的自身特色，甚至在促销、卡券等功能上相比微信还有所缺失。更尴尬的是，在最后的支付环节，四个商家中，均上线了微信支付，三家上线了支付宝支付（京东到家除外），而百度自己的度小满支付却不见踪影。这反映出两个直观的问题：1、品牌商家开发小程序商城首选几乎都是微信，百度只是开放了接口，当然有微信铺好了路，加上有赞的支援，百度小程序前期在商家教育和数量的增多难度降低了不少；2、度小满支付在品牌商家中的基础确实薄弱，薄弱到百度都不敢强势到强制品牌商家在其小程序中上线度小满支付，不过鉴于百度小程序电商刚起步，在业务推进一段时间或者商家形成一定规模化之后，支付选项中多一个度小满支付是大概率事件。目前，百度App已经形成“搜索+信息流”两个分发引擎，“百家号+小程序”两个内容和服务生态的整体布局，百度2019Q2季度最新财报显示，今年6月份，百度App日活用户达1.88亿，同比增长27%；智能小程序的月活用户达到2.7亿，环比增长49%，同时也吸引了如微博、京东和美团等。不过横向对比微信APP日活还相差较远。百度APP日活图表自2018年第一季度到2019年第二季度，百度APP日活从1.37亿增加0.51亿至1.88亿。环比数据平均有0.1亿的增加，增长还算稳定。2018年7月百度开始入局小程序，其数据在2019年第一季度财报中开始体现，该季度智能小程序月活数据则从1.81亿环比增加约49%至2.7亿。此外，QuestMobile6月份报告显示，微信小程序月活在6.81亿，支付宝小程序月活为4.01亿。通过使用微信小程序和百度小程序，亿欧发现二者均有转发分享功能，微信小程序可直接转发给微信好友或者群，一来对品牌而言，可以利用用户的社交优势在最短时间里进行分享和传播，进而高机率促成交易成功；二来小程序快速分享有利于增强消费者是用小程序的黏性。而百度智能小程序则可以分享在动态、微信好友、朋友圈、百度hi以及新浪微博中，不过百度hi作为百度的一款即时通讯软件，用户感知并不强烈。和微信相比，微信小程序本身就能形成转发和交易闭环，百度APP虽然有2亿用户，从微信跳转到百度APP交易等于多了一道流程，更何况相比微信的10亿用户，还有8亿用户没有安装百度APP，这对于他们使用成本就更高了。微信拥有近150万小程序开发者，凭借着流量优势，品牌们纷至沓来，愿意通过小程序获得更多“私域流量”。QuestMobile的数据显示，截至今年4月底，微信、支付宝和百度的小程序数量分别是230万个、20万个和10万个，预计整体到年底会达到500万个。微信小程序是支付宝和百度的10几倍和20几倍，光从数量这一点看，支付宝和百度显然慢了好多拍。要知道，用户消费习惯很难被轻易改变的，据QuestMobile此前发布\"中国移动互联网2018年度大报告\"显示，2018年下半年微信人均单日使用时间为85.8分钟，微信作为社交平台，其用户黏性相当高，而百度是信息搜索引擎，显然不具备这个优势。并且百度没有社交和电商基因，从根上就无法一蹴而就，大规模开展电商业务，要知道支付宝小程序背靠阿里的电商生态，都只能以生活服务入手，做长尾。此外，据即速应用发布的《小程序2019年行业年中增长研究报告》提到，截至2019年6月，微信小程序日均使用时长为11.6分钟，支付宝和百度小程序使用时长分别为4.5分钟和2.5分钟， 后两者远低于微信。眼下，百度智能小程序仍在快速崛起阶段，基数虽小但也证明其有足够空间开拓，据了解美团、京东、微博都已经上线百度小程序。同时百度近期宣布投资知乎，知乎将以智能小程序的形式接入百度APP实现业务联动，不过目前知乎小程序还未在百度上线。实际上，电商小程序的出现就是通过社交流量让品牌有额外的销售渠道，例如良品铺子旗舰店在天猫上已经拥有2364万用户，商品种类在近600种，多数品类显示的付款人数达1万人以上，但微信小程序的交易人数和频次虽然离天猫很远，但交易成本会比天猫低不少，是很好的补充，因而诸多品牌方布局小程序的势头极为强烈。沈抖此前也表示：“百度每天有60多亿次的搜索需求，每天都有150亿次的信息推荐需求，在此过程中包含大量的服务需求，而品牌直营商入驻百度后一定可以找到新商机和新的发展空间。”从商业现状看，大中型品牌如果要做电商，入驻天猫、京东是首选，其次是选择微信小程序、微商城、社交电商等渠道，最后才会是百度小程序以及其它渠道，而电商小品牌更加注重流量的精准，绝大部分精力通过微信和微信小程序来运营。对于百度来说，小程序的技术和商家入驻都不算难题，毕竟百度的品牌和流量摆在那里，而且还有有赞的导流和支持。但用户教育才是大难题，没有电商基因、没有社交时长支持的百度必然要花费更大的投入来拉拢用户。而且一旦该赛道变得成熟，竞争进入白热化，谁又能保证微信不会封杀百度小程序，或者强制“二选一”呢？始终没有吃到电商红利的百度，这次想依靠小程序分得一杯羹，难度依然不小。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":202442918436944,"gmtCreate":1690428871285,"gmtModify":1690428872461,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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17:34","market":"us","language":"zh","title":"蔚来汽车2月交付量8132辆，环比下降19%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126493486","media":"老虎资讯综合","summary":"3月1日，$蔚来(NIO)$汽车2月交付量8132辆，环比下降19%。","content":"<html><head></head><body><p>3月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车2月交付量8,132辆，环比下降19%，其中包括4,765辆高端智能电动SUV和3,367辆高端智能电动轿车；2024年迄今为止交付了18,187辆汽车；截至2024年2月29日，蔚来汽车累计交付量达467,781辆。</p><p>数据发布后，蔚来美股盘前涨幅有所收窄，现涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd1a62744ea13f569b5b1554482455b6\" title=\"\" tg-width=\"856\" tg-height=\"835\"/></p><p>蔚来2024款系列车型即将开启交付。2024款车型性能升级，中央计算平台ADAM集成1颗最新的高通骁龙8295智能座舱芯片，以及4颗英伟达Orin X智能驾驶芯片，量产算力再次刷新行业天花板。基于行业最强算力，我们将于二季度开启包含高速公路、城区、换电等在内的全域领航辅助的全量推送，端侧多模态大模型 NOMI GPT 也即将启用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33a90e1d2dfa26faceb4521712edcf67\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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蔚来汽车2月交付量8132辆，环比下降19%\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\">2024-03-01 17:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车2月交付量8,132辆，环比下降19%，其中包括4,765辆高端智能电动SUV和3,367辆高端智能电动轿车；2024年迄今为止交付了18,187辆汽车；截至2024年2月29日，蔚来汽车累计交付量达467,781辆。</p><p>数据发布后，蔚来美股盘前涨幅有所收窄，现涨2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd1a62744ea13f569b5b1554482455b6\" title=\"\" tg-width=\"856\" tg-height=\"835\"/></p><p>蔚来2024款系列车型即将开启交付。2024款车型性能升级，中央计算平台ADAM集成1颗最新的高通骁龙8295智能座舱芯片，以及4颗英伟达Orin X智能驾驶芯片，量产算力再次刷新行业天花板。基于行业最强算力，我们将于二季度开启包含高速公路、城区、换电等在内的全域领航辅助的全量推送，端侧多模态大模型 NOMI GPT 也即将启用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33a90e1d2dfa26faceb4521712edcf67\" title=\"\" tg-width=\"1080\" tg-height=\"2338\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"BK4526":"热门中概股","BK4574":"无人驾驶","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","NIO":"蔚来","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","09866":"蔚来-SW","BK4509":"腾讯概念","BK4588":"碎股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126493486","content_text":"3月1日，蔚来汽车2月交付量8,132辆，环比下降19%，其中包括4,765辆高端智能电动SUV和3,367辆高端智能电动轿车；2024年迄今为止交付了18,187辆汽车；截至2024年2月29日，蔚来汽车累计交付量达467,781辆。数据发布后，蔚来美股盘前涨幅有所收窄，现涨2%。蔚来2024款系列车型即将开启交付。2024款车型性能升级，中央计算平台ADAM集成1颗最新的高通骁龙8295智能座舱芯片，以及4颗英伟达Orin X智能驾驶芯片，量产算力再次刷新行业天花板。基于行业最强算力，我们将于二季度开启包含高速公路、城区、换电等在内的全域领航辅助的全量推送，端侧多模态大模型 NOMI GPT 也即将启用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570894101421757","authorId":"3570894101421757","name":"追风的咕咕","avatar":"https://static.tigerbbs.com/425722afb00b393a2a2d67736e2b9606","crmLevel":5,"crmLevelSwitch":0},"content":"感觉你说的对 下面说的还是差点意思。 现在中国市场不缺好车 自己的目标客户群体太少。理想 我觉得这个就是 给自己的定位就是完美。","text":"感觉你说的对 下面说的还是差点意思。 现在中国市场不缺好车 自己的目标客户群体太少。理想 我觉得这个就是 给自己的定位就是完美。","html":"感觉你说的对 下面说的还是差点意思。 现在中国市场不缺好车 自己的目标客户群体太少。理想 我觉得这个就是 给自己的定位就是完美。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197915216380128,"gmtCreate":1689341845778,"gmtModify":1689341846748,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v 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长期才看价值，短线都是看庄家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/994183114","isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299524667412736,"gmtCreate":1714145538160,"gmtModify":1714145539517,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>看看结果","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$&nbsp;</a>看看结果","text":"$高途(GOTU)$ 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11:08","market":"us","language":"zh","title":"时间紧迫！美联储再不踩刹车，后果只有一个","url":"https://stock-news.laohu8.com/highlight/detail?id=2145901186","media":"金十数据","summary":"2021年美联储的货币政策正在积极推动经济周期性增长反弹，甚至允许通胀上升。这与1994年美联储面对类似情况时的决定形成了鲜明对比。当时美联储迅速而积极地抑制周期性增长，特别是通货膨胀。\n1994年和","content":"<p>2021年美联储的货币政策正在积极推动经济周期性增长反弹，甚至允许通胀上升。这与1994年美联储面对类似情况时的决定形成了鲜明对比。当时美联储迅速而积极地抑制周期性增长，特别是通货膨胀。</p>\n<p>1994年和2021年有许多相同点，随着不利条件消退，两年经济均快速增长，并出现了通胀压力。</p>\n<p>2021年，经济重新开放得益于宽松的货币政策和财政刺激。而1994年的经济反弹则源于长期的宽松货币政策，以及家庭去杠杆化、企业重组和国防开支削减的结束。</p>\n<p>在前一年创纪录的衰退后，2021年的经济增长速度更快、覆盖范围更广。市场普遍预测2021年美国的实际GDP增长将在6%到7%之间，而在1994年，美国GDP增长为4%。</p>\n<p>但这两年的最大差异就在于通货膨胀。</p>\n<p>2021年前5个月，美国核心消费通胀年率为5%，而1994年最高为3%。过去一年，中间材料的核心价格上涨了17%，而1994年的最大涨幅为5%。</p>\n<p>当前政策制定者认为，产品市场的供给和需求将在某个时点“自动修正”。这意味着，随着企业生产水平提高以满足更高水平的需求，不会对经济造成任何干扰。</p>\n<p>不过现实情况恐怕是，仅个别产品市场能够“自动修正”，多种产品市场、住房和服务经济的许多领域则很难做到这一点。</p>\n<p>碍于僵化的制度，即使所有人都认为住房资产购买计划不再必要，但美联储仍得继续实施此计划。</p>\n<p>1994年，老一代政策制定者认为，强劲的订单和材料价格上涨表明企业需要更多库存以保护生产计划。因此，1994年决策者连续12个月加息，将法定利率从3%提高到6%，而在1995年则小幅降低。</p>\n<p><img src=\"https://static.tigerbbs.com/369ae45cb98b1c704cf52275b6ab48be\" tg-width=\"699\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>2021年也出现了类似的情况，由于零部件短缺，企业一度被迫削减产量，抑制终端需求被视为是打破和缩短通胀周期性上升的必要条件。</p>\n<p>但目前在法定利率为0的情况下，加上宽松的政策立场，美国经济或将出现与1994年截然不同的结果，即出现“硬着陆”。</p>\n<p>因此，金融博客零对冲认为，在经济快速增长和价格压力不断上升的情况下，创纪录的宽松货币政策已不再必要，美联储亟需有人表态，以避免犯下重大政策错误。</p>","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>时间紧迫！美联储再不踩刹车，后果只有一个</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时间紧迫！美联储再不踩刹车，后果只有一个\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 11:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/nmetal/2021-06-24/doc-ikqcfnca2885475.shtml><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年美联储的货币政策正在积极推动经济周期性增长反弹，甚至允许通胀上升。这与1994年美联储面对类似情况时的决定形成了鲜明对比。当时美联储迅速而积极地抑制周期性增长，特别是通货膨胀。\n1994年和2021年有许多相同点，随着不利条件消退，两年经济均快速增长，并出现了通胀压力。\n2021年，经济重新开放得益于宽松的货币政策和财政刺激。而1994年的经济反弹则源于长期的宽松货币政策，以及家庭去杠杆...</p>\n\n<a href=\"https://finance.sina.com.cn/money/nmetal/2021-06-24/doc-ikqcfnca2885475.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DDM":"道指两倍做多ETF","IVV":"标普500指数ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","SH":"标普500反向ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","QID":"纳指两倍做空ETF","SPY":"标普500ETF","DJX":"1/100道琼斯"},"source_url":"https://finance.sina.com.cn/money/nmetal/2021-06-24/doc-ikqcfnca2885475.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2145901186","content_text":"2021年美联储的货币政策正在积极推动经济周期性增长反弹，甚至允许通胀上升。这与1994年美联储面对类似情况时的决定形成了鲜明对比。当时美联储迅速而积极地抑制周期性增长，特别是通货膨胀。\n1994年和2021年有许多相同点，随着不利条件消退，两年经济均快速增长，并出现了通胀压力。\n2021年，经济重新开放得益于宽松的货币政策和财政刺激。而1994年的经济反弹则源于长期的宽松货币政策，以及家庭去杠杆化、企业重组和国防开支削减的结束。\n在前一年创纪录的衰退后，2021年的经济增长速度更快、覆盖范围更广。市场普遍预测2021年美国的实际GDP增长将在6%到7%之间，而在1994年，美国GDP增长为4%。\n但这两年的最大差异就在于通货膨胀。\n2021年前5个月，美国核心消费通胀年率为5%，而1994年最高为3%。过去一年，中间材料的核心价格上涨了17%，而1994年的最大涨幅为5%。\n当前政策制定者认为，产品市场的供给和需求将在某个时点“自动修正”。这意味着，随着企业生产水平提高以满足更高水平的需求，不会对经济造成任何干扰。\n不过现实情况恐怕是，仅个别产品市场能够“自动修正”，多种产品市场、住房和服务经济的许多领域则很难做到这一点。\n碍于僵化的制度，即使所有人都认为住房资产购买计划不再必要，但美联储仍得继续实施此计划。\n1994年，老一代政策制定者认为，强劲的订单和材料价格上涨表明企业需要更多库存以保护生产计划。因此，1994年决策者连续12个月加息，将法定利率从3%提高到6%，而在1995年则小幅降低。\n\n2021年也出现了类似的情况，由于零部件短缺，企业一度被迫削减产量，抑制终端需求被视为是打破和缩短通胀周期性上升的必要条件。\n但目前在法定利率为0的情况下，加上宽松的政策立场，美国经济或将出现与1994年截然不同的结果，即出现“硬着陆”。\n因此，金融博客零对冲认为，在经济快速增长和价格压力不断上升的情况下，创纪录的宽松货币政策已不再必要，美联储亟需有人表态，以避免犯下重大政策错误。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":994453421,"gmtCreate":1566921985563,"gmtModify":1704715338532,"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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