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期权让我破产
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期权让我破产
2021-07-23
滴滴还是用的人多 比其他打车软件好用
大失所望?滴滴做的是一门苦生意,没有什么护城河可言
期权让我破产
2021-05-27
感觉要跌了
摩根大通预计布伦特原油预期价格提前在2021年底升至80美元/桶
期权让我破产
2020-02-05
$特斯拉(TSLA)$
怎么入金 中信银行说要去柜台预约 以前都直接可以手机汇款的
期权让我破产
2019-12-27
$苹果(AAPL)$
PUT 没救了
期权让我破产
2019-12-18
$苹果(AAPL)$
何时才能跌 太猛了...
期权让我破产
2019-12-14
$苹果(AAPL)$
下周梭哈PUT了
期权让我破产
2019-12-12
$苹果(AAPL)$
套路啊
期权让我破产
2019-12-11
$苹果(AAPL)$
270能不能突破呢今天
期权让我破产
2019-12-02
$阿里巴巴(BABA)$
服务器错误是几个意思 卖也卖不掉
期权让我破产
2019-11-14
$苹果(AAPL)$
一直空一直哭 期权又变费
期权让我破产
2019-11-07
$蔚来(NIO)$
晚上五十个点有没有
期权让我破产
2019-11-06
$蔚来(NIO)$
财报什么时候发 谁知道...
期权让我破产
2019-10-29
$苹果(AAPL)$
我一买你就跌 血亏
期权让我破产
2019-10-29
$Beyond Meat, Inc.(BYND)$
想骂人[流泪]
期权让我破产
2019-10-29
$Beyond Meat, Inc.(BYND)$
盘前能起来吗[喷血]
期权让我破产
2019-10-29
2019.10.29 复盘笔记 by 期权让我破产
2019-10-29 成本 现价 浮动收益 Beyond Meat, Inc.(BYND) 102.57 94.66 -7.71% 成功入坑,,希望今天盘前能拉起来
2019.10.29 复盘笔记 by 期权让我破产
期权让我破产
2019-10-29
$Beyond Meat, Inc.(BYND)$
双杀的节奏期权
期权让我破产
2019-10-29
$Beyond Meat, Inc.(BYND)$
神马情况 拉起来了?
期权让我破产
2019-10-28
$特斯拉(TSLA)$
坐等明天跳水
期权让我破产
2019-10-26
$卡特彼勒(CAT)$
下周期权梭哈一把 目标价145
去老虎APP查看更多动态
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mes":[],"htmlText":"滴滴还是用的人多 比其他打车软件好用","listText":"滴滴还是用的人多 比其他打车软件好用","text":"滴滴还是用的人多 比其他打车软件好用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174075775","repostId":"2152661123","repostType":2,"repost":{"id":"2152661123","pubTimestamp":1626761905,"share":"https://www.laohu8.com/m/news/2152661123?lang=&edition=full","pubTime":"2021-07-20 14:18","market":"us","language":"zh","title":"大失所望?滴滴做的是一门苦生意,没有什么护城河可言","url":"https://stock-news.laohu8.com/highlight/detail?id=2152661123","media":"腾讯新闻","summary":"滴滴做的是一门苦生意,没有什么护城河可言 来源:腾讯新闻做企业的和做投资的都明白一个道理,企业要打造自己的护城河,投资要投资有护城河的公司。为什么说滴滴做的是一门苦生意?美团是国内第三大市值互联网公司,其所处的赛道是生活服务领域,这是一个万亿级的市场。当前这个环境之下,滴滴要想更好地运营,必须要维护好司机。总之一句话,滴滴的网约车,并不是一门好生意。","content":"<html><body><p>原标题:大失所望?<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>做的是一门苦生意,没有什么护城河可言 来源:<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>做企业的和做投资的都明白一个道理,企业要打造自己的护城河,投资要投资有护城河的公司。</p><p>商业上的护城河怎么理解呢?美国投资大师巴菲特对此曾有一段经典的阐述,无形资产、商业模式的网络效应、用户转换成本和产品成本。这些都可以看作是企业的护城河。</p><p>用白话来说,就是人无我有,人有我精。护城河既可以用来进攻,也可以用之防守,只要企业的护城河足够的深,那么企业就能保持长期的竞争力。</p><p>在市场经济的体系里,哪一个行业有超额利润,不用多久就会引起别人的注意,并引来越来越多的竞争者。</p><p>如阿里系电商此前是国内最大,利润最丰厚的电商平台。但<a href=\"https://laohu8.com/S/JD\">京东</a>与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的崛起,这其实告诉了世人,阿里在电商领域里的护城河,并非牢不可破。</p><p>同样的,滴滴出行是国内网约车霸主,但滴滴在这个领域也并非拥有绝对的话语权。因为当下美团、高德等第三方聚合平台打车快速兴起,已对滴滴打车形成一定的压力。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/40/w480h360/20210720/9f58-ksmehzt6608429.jpg/w720fin.jpg\"/></div><p>如何理解深刻理解滴滴这家公司?</p><p>说白了,大部分互联网公司,本质上都是一家广告公司。如阿里系电商,阿里自身不卖货,不发快递,只是为商家与用户搭建一个交易平台,而阿里则坐大收租就行了。</p><p>美团这家公司又如何呢?美团这家公司的核心是全国超600万骑手,美团利用骑手成功地地将商家的产品卖给用户,从而美团对商家抽佣。</p><p>滴滴这家公司当前的核心资产就是全国超1200万的司机,滴滴自己不出车,让司机通过滴滴这个平台拉乘客,滴滴也在从中抽成。</p><p>于大部分互联网公司来说,说得好听一点就是一家搭建了中心化平台的广告公司,说不好听点,大部分互联网公司都是“空手套白狼”!</p><p>任何一家公司能崛起,必然是时代推动的。过往大家讨厌出租车司机,打车不方便不说,吸烟、态度差、绕路宰客、拒载、随意拼客等行为都让大家嗤之以鼻。</p><p>一个行业只有问题多,对手才会有机会进入。当移动互联网风靡全中国的时候,滴滴在资本的驱动下,通过补贴消费者、司机两端,成功地抢占了全国市场,在一定程度上改变了打车这个行业。</p><p>滴滴成立近十年了,在大部分网友眼中看来,滴滴是一家很赚钱的公司,毕竟滴滴的抽成之高,这在全网都曾引发过热议。</p><p>但从滴滴招股书来看,2020年滴滴的三大业务——中国出行业务、国际业务和其他业务——收入分别为1336亿元、23亿元和58亿元人民币。滴滴营收不算低,但就是不赚钱。</p><p>之前创始人程维就说了,滴滴成立这么多年,其实压根都没赚什么钱,因为之前给出的补贴太多。对于程维这个话,春公子有点信了,为何呢?往下看!</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/0/w480h320/20210720/908a-ksmehzt6608437.jpg/w720fin.jpg\"/></div><p>为什么说滴滴做的是一门苦生意?</p><p>看着很热闹,就是不赚钱。互联网打车是双边网络负效应,司机和乘客两个网络。既难以规模经济,也没有网络效应。每个城市都要单独重新布局,和竞争对手赤身肉搏,进行艰苦的巷战。</p><p>美团是国内第三大市值互联网公司,其所处的赛道是生活服务领域,这是一个万亿级的市场。这么一说,大家是不是感觉美团是一家很赚钱的公司?</p><p>事实并非如此,美团的核心业务是美团外卖,美团如此大的体量,一年的利润还没有超过100亿,美团还是在抽商家,罚骑手,杀熟消费者的情况之下所赚取的利润。</p><p>再来看滴滴这家公司,目前抽成依然是滴滴最大的收入来源,滴滴目前的日订单量是5000万单,就算按照每单提成4元计算,滴滴每天的营收也有2亿元。</p><p>网约车驾驶员一直被滴滴压榨,普通快车订单抽成25%,特惠订单抽成达30%-35%。很多新手师傅花不少钱购置车辆跑网约车,但由于是新手,各项分值较低,快车单较少,特惠单抽成也高,导致他们很难坚持下来。但迫于车贷以及生活的压力,不得不硬着头皮跑,越跑越穷,恶性循环。</p><p>当前这个环境之下,滴滴要想更好地运营,必须要维护好司机。但大部分滴滴司机都对滴滴不满,如果滴滴平衡不了和司机的关系,这将是滴滴未来一大隐患!</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/777/w480h297/20210720/9659-ksmehzt6608442.png/w720fin.jpg\"/></div><p>为什么说滴滴没有核心竞争力?</p><p>春公子之前就说过,滴滴是一家被资本催熟的公司。滴滴之所以能成为国内网约车霸主,并不是说滴滴这家公司的战力有多强,本质上是资本驱动罢了。</p><p>之所以说滴滴这家公司没有核心竞争力,春公子认为有以下几个点可以参考:</p><p>首先,滴滴当年通过补贴的手段培育了市场,但消费者都很现实,打车人哪里便宜去哪里,司机哪里赚得多去哪里,线上撮合平台提供的价值没有多高的不可替代性。</p><p>其次,互联网公司的套路一般都是先补贴,然后再垄断。只有垄断了才能获取超额收益,滴滴垄断了吗?看看市场上还有这么多打车玩家就知道了。</p><p>价格一旦抬到平均利率率以上,就有人出来烧点钱抢你生意。或者说一旦犯错,就有对手会扑上来。</p><p>最后就是说,滴滴主业并不赚钱,却有盲目地开启多元化路线,如滴滴最近玩上的同城货运、同城跑腿以及社区团购。殊不知成熟的互联网公司“流量池”和“现金牛”一定要分开。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210720/751/w480h271/20210720/bc25-ksmehzt6608447.jpg/w720fin.jpg\"/></div><p>结论:滴滴当前业务很多,但网约车服务是滴滴的核心业务。除网约车外,滴滴其他业务几乎都是亏损的,曾经最赚钱的业务——顺风车无限期下线前,更是使其雪上加霜。</p><p>尽管滴滴有很多优势,但是同时也面临着诸多困境,来源于客观方面和主观方面。总之一句话,滴滴的网约车,并不是一门好生意。不知道诸位怎么看?</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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大失所望?滴滴做的是一门苦生意,没有什么护城河可言\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 14:18 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-20/doc-ikqciyzk6545969.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:大失所望?滴滴做的是一门苦生意,没有什么护城河可言 来源:腾讯新闻做企业的和做投资的都明白一个道理,企业要打造自己的护城河,投资要投资有护城河的公司。商业上的护城河怎么理解呢?美国投资大师巴菲特对此曾有一段经典的阐述,无形资产、商业模式的网络效应、用户转换成本和产品成本。这些都可以看作是企业的护城河。用白话来说,就是人无我有,人有我精。护城河既可以用来进攻,也可以用之防守,只要企业的护城河...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-20/doc-ikqciyzk6545969.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/f5e5ef6ded46cdce892f4c5752e90759","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-20/doc-ikqciyzk6545969.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152661123","content_text":"原标题:大失所望?滴滴做的是一门苦生意,没有什么护城河可言 来源:腾讯新闻做企业的和做投资的都明白一个道理,企业要打造自己的护城河,投资要投资有护城河的公司。商业上的护城河怎么理解呢?美国投资大师巴菲特对此曾有一段经典的阐述,无形资产、商业模式的网络效应、用户转换成本和产品成本。这些都可以看作是企业的护城河。用白话来说,就是人无我有,人有我精。护城河既可以用来进攻,也可以用之防守,只要企业的护城河足够的深,那么企业就能保持长期的竞争力。在市场经济的体系里,哪一个行业有超额利润,不用多久就会引起别人的注意,并引来越来越多的竞争者。如阿里系电商此前是国内最大,利润最丰厚的电商平台。但京东与拼多多的崛起,这其实告诉了世人,阿里在电商领域里的护城河,并非牢不可破。同样的,滴滴出行是国内网约车霸主,但滴滴在这个领域也并非拥有绝对的话语权。因为当下美团、高德等第三方聚合平台打车快速兴起,已对滴滴打车形成一定的压力。如何理解深刻理解滴滴这家公司?说白了,大部分互联网公司,本质上都是一家广告公司。如阿里系电商,阿里自身不卖货,不发快递,只是为商家与用户搭建一个交易平台,而阿里则坐大收租就行了。美团这家公司又如何呢?美团这家公司的核心是全国超600万骑手,美团利用骑手成功地地将商家的产品卖给用户,从而美团对商家抽佣。滴滴这家公司当前的核心资产就是全国超1200万的司机,滴滴自己不出车,让司机通过滴滴这个平台拉乘客,滴滴也在从中抽成。于大部分互联网公司来说,说得好听一点就是一家搭建了中心化平台的广告公司,说不好听点,大部分互联网公司都是“空手套白狼”!任何一家公司能崛起,必然是时代推动的。过往大家讨厌出租车司机,打车不方便不说,吸烟、态度差、绕路宰客、拒载、随意拼客等行为都让大家嗤之以鼻。一个行业只有问题多,对手才会有机会进入。当移动互联网风靡全中国的时候,滴滴在资本的驱动下,通过补贴消费者、司机两端,成功地抢占了全国市场,在一定程度上改变了打车这个行业。滴滴成立近十年了,在大部分网友眼中看来,滴滴是一家很赚钱的公司,毕竟滴滴的抽成之高,这在全网都曾引发过热议。但从滴滴招股书来看,2020年滴滴的三大业务——中国出行业务、国际业务和其他业务——收入分别为1336亿元、23亿元和58亿元人民币。滴滴营收不算低,但就是不赚钱。之前创始人程维就说了,滴滴成立这么多年,其实压根都没赚什么钱,因为之前给出的补贴太多。对于程维这个话,春公子有点信了,为何呢?往下看!为什么说滴滴做的是一门苦生意?看着很热闹,就是不赚钱。互联网打车是双边网络负效应,司机和乘客两个网络。既难以规模经济,也没有网络效应。每个城市都要单独重新布局,和竞争对手赤身肉搏,进行艰苦的巷战。美团是国内第三大市值互联网公司,其所处的赛道是生活服务领域,这是一个万亿级的市场。这么一说,大家是不是感觉美团是一家很赚钱的公司?事实并非如此,美团的核心业务是美团外卖,美团如此大的体量,一年的利润还没有超过100亿,美团还是在抽商家,罚骑手,杀熟消费者的情况之下所赚取的利润。再来看滴滴这家公司,目前抽成依然是滴滴最大的收入来源,滴滴目前的日订单量是5000万单,就算按照每单提成4元计算,滴滴每天的营收也有2亿元。网约车驾驶员一直被滴滴压榨,普通快车订单抽成25%,特惠订单抽成达30%-35%。很多新手师傅花不少钱购置车辆跑网约车,但由于是新手,各项分值较低,快车单较少,特惠单抽成也高,导致他们很难坚持下来。但迫于车贷以及生活的压力,不得不硬着头皮跑,越跑越穷,恶性循环。当前这个环境之下,滴滴要想更好地运营,必须要维护好司机。但大部分滴滴司机都对滴滴不满,如果滴滴平衡不了和司机的关系,这将是滴滴未来一大隐患!为什么说滴滴没有核心竞争力?春公子之前就说过,滴滴是一家被资本催熟的公司。滴滴之所以能成为国内网约车霸主,并不是说滴滴这家公司的战力有多强,本质上是资本驱动罢了。之所以说滴滴这家公司没有核心竞争力,春公子认为有以下几个点可以参考:首先,滴滴当年通过补贴的手段培育了市场,但消费者都很现实,打车人哪里便宜去哪里,司机哪里赚得多去哪里,线上撮合平台提供的价值没有多高的不可替代性。其次,互联网公司的套路一般都是先补贴,然后再垄断。只有垄断了才能获取超额收益,滴滴垄断了吗?看看市场上还有这么多打车玩家就知道了。价格一旦抬到平均利率率以上,就有人出来烧点钱抢你生意。或者说一旦犯错,就有对手会扑上来。最后就是说,滴滴主业并不赚钱,却有盲目地开启多元化路线,如滴滴最近玩上的同城货运、同城跑腿以及社区团购。殊不知成熟的互联网公司“流量池”和“现金牛”一定要分开。结论:滴滴当前业务很多,但网约车服务是滴滴的核心业务。除网约车外,滴滴其他业务几乎都是亏损的,曾经最赚钱的业务——顺风车无限期下线前,更是使其雪上加霜。尽管滴滴有很多优势,但是同时也面临着诸多困境,来源于客观方面和主观方面。总之一句话,滴滴的网约车,并不是一门好生意。不知道诸位怎么看?","news_type":1},"isVote":1,"tweetType":1,"viewCount":2650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132311081,"gmtCreate":1622071896243,"gmtModify":1622071896243,"author":{"id":"3444939809210456","authorId":"3444939809210456","name":"期权让我破产","avatar":"https://static.tigerbbs.com/915812b79b667836a5de8dd851a35b57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3444939809210456","authorIdStr":"3444939809210456"},"themes":[],"htmlText":"感觉要跌了","listText":"感觉要跌了","text":"感觉要跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132311081","repostId":"2138415811","repostType":2,"repost":{"id":"2138415811","pubTimestamp":1622067052,"share":"https://www.laohu8.com/m/news/2138415811?lang=&edition=full","pubTime":"2021-05-27 06:10","market":"us","language":"zh","title":"摩根大通预计布伦特原油预期价格提前在2021年底升至80美元/桶","url":"https://stock-news.laohu8.com/highlight/detail?id=2138415811","media":"格隆汇APP","summary":"格隆汇5月27日丨摩根大通预计布伦特原油预期价格提前在2021年底升至80美元/桶,此前预计在2022年第二季度达到该价格水平;分别将2021年布伦特原油、WTI原油均价预期上调2美元至70美元/桶和67美元/桶;分别将2022年布伦特原油、WTI原油均价预期下调3美元至67美元/桶和63美元/桶。","content":"<html><body><p>格隆汇5月27日丨<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预计布伦特原油预期价格提前在2021年底升至80美元/桶,此前预计在2022年第二季度达到该价格水平;分别将2021年布伦特原油、WTI原油均价预期上调2美元至70美元/桶和67美元/桶;分别将2022年布伦特原油、WTI原油均价预期下调3美元至67美元/桶和63美元/桶。 </p></body></html>","source":"sina_symbol","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>摩根大通预计布伦特原油预期价格提前在2021年底升至80美元/桶</title>\n<style 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