magicls的个人主页 - 老虎社区

magicls

magicls

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IP属地：广东

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1主题

0勋章

07-11

$腾讯控股(00700)$ 印钞机，开动！！

06-26

$英伟达(NVDA)$ 听说股东大会快开了，开个仓不过分吧

06-18

希望咨询能更准确一些，目前资讯很多都是翻译的。 @小虎产品经理

06-12

$特斯拉(TSLA)$ 必然通过，只有马克思能救特斯拉

06-04

$美团-W(03690)$ 市场角度并不好，但整体问题不大。短期看空。

06-03

$特斯拉(TSLA)$ 兄弟们，老虎买的，怎么投票啊？

05-17

$Faraday Future(FFIE)$ 富贵险中求啊兄弟们。

05-17

$Faraday Future(FFIE)$ 愣着干嘛？干他！见证历史的次数不多。

05-16

$特斯拉(TSLA)$ 相信马克思

05-10

$极氪(ZK)$ 就 4 股，你喂鸟呢

04-30

$特斯拉(TSLA)$ 入袋一些

04-01

$Faraday Future(FFIE)$ 贾兄时山西人，那是在娘肚子里就会做买卖。

03-04

$腾讯控股(00700)$ 腾子呀，就你不给力啊。

02-07

$特斯拉(TSLA)$ 永远相信马克思。

2023-12-05

没有用，市场会出手。

美团直播单月GMV破20亿，商业化或将提上日程

2023-10-17

回去改一副担架，来年还卖他？

贾跃亭致股东公开信：FF价值被严重低估，心急如焚

2022-06-09

$阿里巴巴(BABA)$夺笋呐！

2022-02-04

$lululemon athletica(LULU)$冬奥会开幕式看过来的赞我

2022-01-27

$特斯拉(TSLA)$隔壁rivn毫无机会。新能源还得看特斯拉。

2021-12-13

确实，我在用gtr3 pro确实不错啊。可惜市场好像不在乎这些。

@飞龙谷掌柜:我觉得华米至少已经在做对的事了，接下来只需要把事做对就好了. 手环和手表这个赛道确实比较窄而且巨头云集，非常难做，但科技+健康这个赛道就宽很多了，可以做的事很多。刚开始转型，需要一些耐心。加仓了！$Zepp Health Corporation(ZEPP)$

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市场角度并不好，但整体问题不大。短期看空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313108758659360","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312880288284744,"gmtCreate":1717409079498,"gmtModify":1717409080815,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 兄弟们，老虎买的，怎么投票啊？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 兄弟们，老虎买的，怎么投票啊？","text":"$特斯拉(TSLA)$ 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股，你喂鸟呢","images":[{"img":"https://static.tigerbbs.com/dd50e7878578e91e8077f1f64bc5df0f","width":"1080","height":"2000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/304384288887072","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300597229768784,"gmtCreate":1714407444525,"gmtModify":1714407447975,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 入袋一些","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 入袋一些","text":"$特斯拉(TSLA)$ 入袋一些","images":[{"img":"https://static.tigerbbs.com/d9f9d55b62df1953830b69bda66e49c1","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300597229768784","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290652628066608,"gmtCreate":1711986002792,"gmtModify":1711986004263,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 贾兄时山西人，那是在娘肚子里就会做买卖。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 贾兄时山西人，那是在娘肚子里就会做买卖。","text":"$Faraday Future(FFIE)$ 贾兄时山西人，那是在娘肚子里就会做买卖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290652628066608","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280618507333800,"gmtCreate":1709531795015,"gmtModify":1709531796333,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 腾子呀，就你不给力啊。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a> 腾子呀，就你不给力啊。","text":"$腾讯控股(00700)$ 腾子呀，就你不给力啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280618507333800","isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271108276699272,"gmtCreate":1707235870242,"gmtModify":1707235871219,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 永远相信马克思。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 永远相信马克思。","text":"$特斯拉(TSLA)$ 永远相信马克思。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271108276699272","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248656529420584,"gmtCreate":1701745027445,"gmtModify":1701745029074,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"没有用，市场会出手。","listText":"没有用，市场会出手。","text":"没有用，市场会出手。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/248656529420584","repostId":"2388778558","repostType":2,"repost":{"id":"2388778558","pubTimestamp":1701680009,"share":"https://www.laohu8.com/m/news/2388778558?lang=&edition=full","pubTime":"2023-12-04 16:53","market":"hk","language":"zh","title":"美团直播单月GMV破20亿，商业化或将提上日程","url":"https://stock-news.laohu8.com/highlight/detail?id=2388778558","media":"36氪","summary":"相当于再造一个美团买菜。","content":"<html><head></head><body><blockquote><p>相当于再造一个美团买菜。</p></blockquote><p><strong>12月4日下午消息，有媒体报道称美团直播会在近期上线付费投流功能，商业化也将成为明年重要的目标之一。</strong></p><p>自4月开启首场外卖直播，美团直播的一举一动都颇受外界关注。这个被内部视为2023年公司级别战略的业务，如今正慢慢崭露头角。</p><p>36氪从多个独立信源处获悉，<strong>在直播一级入口刚上线的7月份，美团直播单月的GMV大约在5-6亿，环比增速在20%，但8月份迅速上涨到10-12亿，并陆续出现破亿直播间。到了10月份，单月GMV突破20亿元。</strong></p><p>不过知情人士透露，美团并没有为直播业务设定年度GMV目标，当前的重点仍是提升直播基础能力、拓展商户参与度、探索适合本地商家的直播形态等。</p><p>GMV迅速起量或许在于直播一级入口的全量上线，此前美团一直对该入口采取50%用户的灰度测试。这带来三个结果：</p><blockquote><p>美团直播开始不再全部依靠官方直播间，而是变为“官方直播间为主，商家自播或达播为辅”的模式；</p><p>直播间覆盖场景变多，从餐饮、酒旅再到亲子丽人、医药、商超等等，几乎涵盖到家和到店的所有业务场景；</p><p>流量打开，前期处于观望的商家开始入局美团直播。</p></blockquote><p>“7-10月，几乎每个月新增的直播商家数都在上万”，一位美团直播服务商告诉36氪，<strong>“到10月，直播的门店渗透率（直播下单，去门店核销的数量）大概在3-5%”，如果按照美团去年底930万的活跃商家数估算，现在参与美团直播的商家数至少在30万上下。</strong></p><p>不过眼下，美团直播还是更多把流量给到了官方直播间，点开“美团直播”的入口，占据核心banner位仍主要是官方直播。<strong>内部人士也透露，如今美团直播超70%的GMV仍由官方直播间贡献，但占比已呈下降趋势。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b374e2e05e4e99c7da3b420e70b584b8\" title=\"美团直播页面截图，前4屏中有3屏都是官方直播间\" tg-width=\"1179\" tg-height=\"1925\"/><span>美团直播页面截图，前4屏中有3屏都是官方直播间</span></p><p>对于直播，美团此前一直相当谨慎。2020年内部就开始论证是否要上线直播业务，当时直播电商刚刚走红，频繁涌现的超级主播让管理层看到了直播带货的影响力。</p><p>但直到去年3月，美团才花费更多精力测试直播效果，并在2023年初正式立项，随后在4月18日的“神券节”开启首场“外卖直播”。到了5、6月份，另一个官方直播IP——“神抢手”才开始在深圳、北京等地陆续上线。</p><p>“你很难说这背后没有抖音的原因”，一位知情人士表示，在去年下半年开始入局本地生活后，抖音给美团带来不小的冲击，最直接的表现就是股价。</p><p>在主要恒生科技权重股中，美团年初至今股价的下跌幅度仅次于B站和京东，达到了50%。投资人都在担心，竞争的加剧会恶化美团的利润率。这在刚过去的三季度成为了现实——整个Q3美团花掉了169亿的营销费用，核心本地商业的经营利润率环比下滑了4.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/611e2710d1bb88d75fac7da71cbaad92\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>因为强工具的属性，美团内部对于内容化探索一直有着严格的“ROI考核”，如果前期投入能带来效果（用户量、转化率等），就会向前推进，否则投入就会减少。</p><p>之所以如此谨慎，美团内部思考最多的是，相较于内容平台，自己做直播的核心竞争力是什么。这个问题在今年6月份有了初步答案。</p><p>“促使美团决定扩大直播测试范围的转折点，是因为6月的部分场次的直播转化率超过40%，超过行业平均水平”，有知情人士人士透露，“我们没法跟内容型直播比播放量，但转化率和核销率，是美团作为工具型产品的优势”。</p><p>据三方数据统计，美团直播订单平均转化率在30-40%。<strong>也有服务商告诉36氪，目前美团直播间的整体核销率（订单最终转化为门店销量）在60%左右，要比抖音高出近一倍。</strong></p><p>这里要说明下，虽然被笼统称为“美团直播”，但在美团内部其实没有严格意义的直播负责人，更多是到家和到店两大事业群各自为战，直播中台则在幕后提供技术支持。</p><p>目前到家（餐饮外卖）事业群主要拥有两大官方直播IP——神券节和神抢手，前者只在每个月18号直播，且为全量直播；后者则“每天直播，每次播12个小时”，除每周六会有一次全量直播外，目前只针对北上深、西安、苏州、长沙、成都等试点城市的用户。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4775a15fb79e2baf96e721124aa3312b\" title=\"\" tg-width=\"1179\" tg-height=\"710\"/></p><p style=\"text-align: center;\">美团外卖神抢手直播间截图</p><p><strong>36氪了解到，神券节和神枪手的项目负责人均为周默，他是美团杭州外卖事业部及外卖用户增长负责人，直接向美团高级副总裁、到家事业群总裁王莆中汇报。</strong></p><p>到店事业群的直播则主要以品类划分，比如爆团团直播间、美团酒旅直播间、美团爱漂亮（丽人）直播间等等，而且直播间下单的团购券只能线下核销。相反，外卖直播间的团购券则可以直接下单抵扣。</p><p>以官方直播间为主，也是美团直播与抖音等平台主要差异点。它在选品上更倾向于在全国拥有连锁门店的SKA和KA商家，这能使得直播的转化率更高，但需要商家提供较大的折扣，平台提供流量补贴。</p><p>之所以采取这种模式，“更多还是担心商家积极性不高，而且因为基础设施差，需要在短期内建立起外界的信心”，一位美团中层如此解释，“官方直播间可以起到样板的作用”。</p><p><strong>为了吸引商家参与，目前美团官方直播间并不收取坑位费，商家自播也几乎不抽佣金。但因为流量算法不成熟，也没有开通付费投流功能，也有商家抱怨，美团直播的成交和转化都不十分稳定。</strong></p><p>为了获得更多曝光，很多商家会选择将私域用户倒流到直播间，“如果场关数据涨的快，就很容易被官方推荐”，一位头部快餐品牌告诉36氪，另一个办法则是延长直播时长，但这会带来成本的提升。</p><p>一些变化正在发生。在7、8月直播一级入口刚上线时，商家的自播几乎不可能获得好的曝光位置，但现在不仅在直播入口，在各品类的二级入口以及消息页也会被官方推荐。亲子乐园meland的首场直播就因为在多个入口被推荐，累计GTV就达到1000万+。</p><p>除了直接下场，美团也开始动员部分区域代理参与直播，并对自播商家开放全国流量，即商家用一个账号直播，可推流至全国有门店的所有城市；用户抢券后，会跳转至最近的门店。</p><p>美团内部的观察是，得到流量扶持的跨区域连锁品牌都在加大自播的频率，而且到综商家的积极性在明显提升。很多大的单体商家（比如广州长隆度假游、古北水镇等）的单场直播销售额都超过了千万，这也是过去几个月美团直播销售额能增长如此快的原因。</p><p>不过眼下，美团直播对美团大盘的贡献还相当有限。截至今年6月底，美团过去12个月创造的交易额合计约1.8万亿，如果按照当下的增速估算（月均20亿），仅相当于美团买菜过去一年交易额。比之对手，美团直播仍算刚刚起步——抖音电商今年1-10月GMV逼近2万亿。</p><p>但做本地生活商家直播的优势在于，它面向的是周边3-5公里的用户，直播电商则面向全量用户，双方在销售规模和信息流广告竞争对手数量完全不在一个量级。这种条件下，当各个平台佣金率相同，本地生活的商家营销成本更低，也有更多降价的空间。</p><p>就像抖音入局本地生活后，给商家带来的新增量以及伴随而来的广告投放倾斜，美团直播也同样需要传递出，它可以帮助商家带来增量。</p><p><strong>据36氪得到的消息，在商家和GMV规模逐渐扩大后，美团直播会在近期上线付费投流功能，商业化也将成为明年重要的目标之一</strong>，但这背后都依赖美团流量和运营效率的优化。</p></body></html>","source":"36k","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>美团直播单月GMV破20亿，商业化或将提上日程</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; 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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美团直播单月GMV破20亿，商业化或将提上日程\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-04 16:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/2526352958334726><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>相当于再造一个美团买菜。12月4日下午消息，有媒体报道称美团直播会在近期上线付费投流功能，商业化也将成为明年重要的目标之一。自4月开启首场外卖直播，美团直播的一举一动都颇受外界关注。这个被内部视为2023年公司级别战略的业务，如今正慢慢崭露头角。36氪从多个独立信源处获悉，在直播一级入口刚上线的7月份，美团直播单月的GMV大约在5-6亿，环比增速在20%，但8月份迅速上涨到10-12亿，并陆续出现...</p>\n\n<a href=\"https://36kr.com/p/2526352958334726\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/104d6ce5b35f224a5c1adb55842e01f7","relate_stocks":{"03690":"美团-W"},"source_url":"https://36kr.com/p/2526352958334726","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2388778558","content_text":"相当于再造一个美团买菜。12月4日下午消息，有媒体报道称美团直播会在近期上线付费投流功能，商业化也将成为明年重要的目标之一。自4月开启首场外卖直播，美团直播的一举一动都颇受外界关注。这个被内部视为2023年公司级别战略的业务，如今正慢慢崭露头角。36氪从多个独立信源处获悉，在直播一级入口刚上线的7月份，美团直播单月的GMV大约在5-6亿，环比增速在20%，但8月份迅速上涨到10-12亿，并陆续出现破亿直播间。到了10月份，单月GMV突破20亿元。不过知情人士透露，美团并没有为直播业务设定年度GMV目标，当前的重点仍是提升直播基础能力、拓展商户参与度、探索适合本地商家的直播形态等。GMV迅速起量或许在于直播一级入口的全量上线，此前美团一直对该入口采取50%用户的灰度测试。这带来三个结果：美团直播开始不再全部依靠官方直播间，而是变为“官方直播间为主，商家自播或达播为辅”的模式；直播间覆盖场景变多，从餐饮、酒旅再到亲子丽人、医药、商超等等，几乎涵盖到家和到店的所有业务场景；流量打开，前期处于观望的商家开始入局美团直播。“7-10月，几乎每个月新增的直播商家数都在上万”，一位美团直播服务商告诉36氪，“到10月，直播的门店渗透率（直播下单，去门店核销的数量）大概在3-5%”，如果按照美团去年底930万的活跃商家数估算，现在参与美团直播的商家数至少在30万上下。不过眼下，美团直播还是更多把流量给到了官方直播间，点开“美团直播”的入口，占据核心banner位仍主要是官方直播。内部人士也透露，如今美团直播超70%的GMV仍由官方直播间贡献，但占比已呈下降趋势。美团直播页面截图，前4屏中有3屏都是官方直播间对于直播，美团此前一直相当谨慎。2020年内部就开始论证是否要上线直播业务，当时直播电商刚刚走红，频繁涌现的超级主播让管理层看到了直播带货的影响力。但直到去年3月，美团才花费更多精力测试直播效果，并在2023年初正式立项，随后在4月18日的“神券节”开启首场“外卖直播”。到了5、6月份，另一个官方直播IP——“神抢手”才开始在深圳、北京等地陆续上线。“你很难说这背后没有抖音的原因”，一位知情人士表示，在去年下半年开始入局本地生活后，抖音给美团带来不小的冲击，最直接的表现就是股价。在主要恒生科技权重股中，美团年初至今股价的下跌幅度仅次于B站和京东，达到了50%。投资人都在担心，竞争的加剧会恶化美团的利润率。这在刚过去的三季度成为了现实——整个Q3美团花掉了169亿的营销费用，核心本地商业的经营利润率环比下滑了4.3%。因为强工具的属性，美团内部对于内容化探索一直有着严格的“ROI考核”，如果前期投入能带来效果（用户量、转化率等），就会向前推进，否则投入就会减少。之所以如此谨慎，美团内部思考最多的是，相较于内容平台，自己做直播的核心竞争力是什么。这个问题在今年6月份有了初步答案。“促使美团决定扩大直播测试范围的转折点，是因为6月的部分场次的直播转化率超过40%，超过行业平均水平”，有知情人士人士透露，“我们没法跟内容型直播比播放量，但转化率和核销率，是美团作为工具型产品的优势”。据三方数据统计，美团直播订单平均转化率在30-40%。也有服务商告诉36氪，目前美团直播间的整体核销率（订单最终转化为门店销量）在60%左右，要比抖音高出近一倍。这里要说明下，虽然被笼统称为“美团直播”，但在美团内部其实没有严格意义的直播负责人，更多是到家和到店两大事业群各自为战，直播中台则在幕后提供技术支持。目前到家（餐饮外卖）事业群主要拥有两大官方直播IP——神券节和神抢手，前者只在每个月18号直播，且为全量直播；后者则“每天直播，每次播12个小时”，除每周六会有一次全量直播外，目前只针对北上深、西安、苏州、长沙、成都等试点城市的用户。美团外卖神抢手直播间截图36氪了解到，神券节和神枪手的项目负责人均为周默，他是美团杭州外卖事业部及外卖用户增长负责人，直接向美团高级副总裁、到家事业群总裁王莆中汇报。到店事业群的直播则主要以品类划分，比如爆团团直播间、美团酒旅直播间、美团爱漂亮（丽人）直播间等等，而且直播间下单的团购券只能线下核销。相反，外卖直播间的团购券则可以直接下单抵扣。以官方直播间为主，也是美团直播与抖音等平台主要差异点。它在选品上更倾向于在全国拥有连锁门店的SKA和KA商家，这能使得直播的转化率更高，但需要商家提供较大的折扣，平台提供流量补贴。之所以采取这种模式，“更多还是担心商家积极性不高，而且因为基础设施差，需要在短期内建立起外界的信心”，一位美团中层如此解释，“官方直播间可以起到样板的作用”。为了吸引商家参与，目前美团官方直播间并不收取坑位费，商家自播也几乎不抽佣金。但因为流量算法不成熟，也没有开通付费投流功能，也有商家抱怨，美团直播的成交和转化都不十分稳定。为了获得更多曝光，很多商家会选择将私域用户倒流到直播间，“如果场关数据涨的快，就很容易被官方推荐”，一位头部快餐品牌告诉36氪，另一个办法则是延长直播时长，但这会带来成本的提升。一些变化正在发生。在7、8月直播一级入口刚上线时，商家的自播几乎不可能获得好的曝光位置，但现在不仅在直播入口，在各品类的二级入口以及消息页也会被官方推荐。亲子乐园meland的首场直播就因为在多个入口被推荐，累计GTV就达到1000万+。除了直接下场，美团也开始动员部分区域代理参与直播，并对自播商家开放全国流量，即商家用一个账号直播，可推流至全国有门店的所有城市；用户抢券后，会跳转至最近的门店。美团内部的观察是，得到流量扶持的跨区域连锁品牌都在加大自播的频率，而且到综商家的积极性在明显提升。很多大的单体商家（比如广州长隆度假游、古北水镇等）的单场直播销售额都超过了千万，这也是过去几个月美团直播销售额能增长如此快的原因。不过眼下，美团直播对美团大盘的贡献还相当有限。截至今年6月底，美团过去12个月创造的交易额合计约1.8万亿，如果按照当下的增速估算（月均20亿），仅相当于美团买菜过去一年交易额。比之对手，美团直播仍算刚刚起步——抖音电商今年1-10月GMV逼近2万亿。但做本地生活商家直播的优势在于，它面向的是周边3-5公里的用户，直播电商则面向全量用户，双方在销售规模和信息流广告竞争对手数量完全不在一个量级。这种条件下，当各个平台佣金率相同，本地生活的商家营销成本更低，也有更多降价的空间。就像抖音入局本地生活后，给商家带来的新增量以及伴随而来的广告投放倾斜，美团直播也同样需要传递出，它可以帮助商家带来增量。据36氪得到的消息，在商家和GMV规模逐渐扩大后，美团直播会在近期上线付费投流功能，商业化也将成为明年重要的目标之一，但这背后都依赖美团流量和运营效率的优化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231217537847464,"gmtCreate":1697472740444,"gmtModify":1697472742013,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"回去改一副担架，来年还卖他？","listText":"回去改一副担架，来年还卖他？","text":"回去改一副担架，来年还卖他？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231217537847464","repostId":"1185531247","repostType":2,"repost":{"id":"1185531247","pubTimestamp":1697429646,"share":"https://www.laohu8.com/m/news/1185531247?lang=&edition=full","pubTime":"2023-10-16 12:14","market":"us","language":"zh","title":"贾跃亭致股东公开信：FF价值被严重低估，心急如焚","url":"https://stock-news.laohu8.com/highlight/detail?id=1185531247","media":"新浪科技","summary":"六大举措捍卫股东利益。","content":"<html><head></head><body><p>　　Faraday Future(FF，法拉第未来)公司创始人兼首席产品及用户生态官贾跃亭发表致全体股东和投资人公开信。他在信中表示，公司自2022年年底以来已取得30大进展，公司将推出六大举措坚决捍卫股东利益。</p><p style=\"text-align: start;\">　　FF为捍卫股东利益正采取六大举措以最快速度恢复市场信心，加速实现战略目标：1、FF已正式签下领先的上市公司服务商Shareholder Intelligence Services LLC以获取、汇总、跟踪和分析股东交易信息，对潜在的非法卖空行为展开调查。我们将考虑所有可用的包括诉讼在内的追偿措施；2. 公司核心层增持，显示了对公司发展的坚定信心；3. 公司继续全力积极引入潜在战略投资者；4.FF正在进行组织升级，以迎接公司进入全新发展阶段的机遇与挑战；5.公司正在持续降低运营和供应链成本，实现达成包括快速提升产能在内的所有战略目标；6. 公司将大量邀请各类专业媒体来FF参观采访，深度体验产品和技术，让外界和投资人更好的了解FF的发展现状和真实价值。</p><p style=\"text-align: start;\">　　贾跃亭在公开信中表示：“对于FF真实价值和资本市场价值严重背离的表现，我其实是最心急如焚的，对没有给所有股东和投资人带来应有的价值回报深感惭愧，我也最希望全力推动实现FF价值最大化。”</p><p style=\"text-align: start;\">　　“九年前，我跨洋万里来到美国加州洛杉矶创立了FF，ALL IN了自己所有的一切，可想而知，华人在美国创业有多么的艰难，尤其是在被誉为皇冠上明珠的“极智科技顶奢”AI电车产业的创业，更是无比的艰难，我经历了你们能想象到和想象不到的一切最糟糕的事情。公司和我这些年来经历并战胜了太多困难和生死挑战，我们遭遇的挫败和我们取得的成功大家都有目共睹。”贾跃亭在公开信中袒露心迹道：“感谢那些关心FF和不离不弃支持我的人，其实很多人通过各种渠道给我发来私信，我都有在看，也会反思和拷问自己，吸收听取好的建议并付诸实施。很多创业者们都说，我的创业经历一直在激励他们永不放弃、执着坚持。其实我想说，你们给我发的很多鼓励的话，也在默默感染我、激励我，让我和FF义无反顾的为全体股东和利益相关者价值最大化而拼搏。 ”</p><p style=\"text-align: start;\">　　<strong>以下为贾跃亭致股东和投资者公开信全文：</strong></p><p style=\"text-align: start;\">　　FF 六大举措坚决捍卫股东利益 以及2022 年底以来公司取得的 30大进展</p><p style=\"text-align: start;\">　　——贾跃亭致全体股东和投资人的一封公开信</p><p style=\"text-align: start;\">　　尊敬的FFIE全体股东和投资人，大家好。</p><p style=\"text-align: start;\">　　8月份以来，随着FF进入交付营收阶段，公司形成了从用户获取到交付到用户运营的完整经营闭环，越来越多的美国行业领袖和像Chris Brown、Derek Bell、Jason Oppenheim这样的塔尖名人陆续成为FF车主和开发者共创官。FF的经营基本面已经发生了根本性转变，新的管理团队也是FF历史上最强的团队。除了受资金状况的制约外，公司正处在成立以来最好的发展阶段，是业务腾飞的关键时期。</p><p style=\"text-align: start;\">　　坚决捍卫股东利益</p><p style=\"text-align: start;\">　　虽然公司成功达成一个又一个重大里程碑，为业务发展提供了坚实的基础，但股价和市值却遭遇了最至暗时刻，公司市值跌到仅为30多亿美元现金投入总额的1%都不到，我们对此感到无比痛心和失望，相信包括公众投资者在内的所有热爱公司的股东们也都无比痛心和失望。</p><p style=\"text-align: start;\">　　公司正在制定一系列措施，识别和打击潜在的滥用和非法卖空行为。另一方面，我们正在全力引入机构投资者和战略投资者，尽快解决资金问题，大力推动产量爬坡，同时全力以赴提高公司供应链管理能力和整体成本控制能力，以及一系列提升公司价值的努力。</p><p style=\"text-align: start;\">　　六大举措捍卫股东利益</p><p style=\"text-align: start;\">　　以下是我们为捍卫股东利益而采取的一系列行动，以最快速度恢复市场信心，加速实现战略目标：</p><p style=\"text-align: start;\">　　1. FF已正式签下领先的上市公司服务商Shareholder Intelligence Services LLC以获取、汇总、跟踪和分析股东交易信息，对潜在的非法卖空行为展开调查。我们将考虑所有可用的包括诉讼在内的追偿措施。</p><p style=\"text-align: start;\">　　2. 公司核心层增持，显示了对公司发展的坚定信心。</p><p style=\"text-align: start;\">　　3. 公司继续全力积极引入潜在战略投资者。</p><p style=\"text-align: start;\">　　4. FF正在进行组织升级，以迎接公司进入全新发展阶段的机遇与挑战。</p><p style=\"text-align: start;\">　　5. 公司正在持续降低运营和供应链成本，实现达成包括快速提升产能在内的所有战略目标。</p><p style=\"text-align: start;\">　　6. 公司将大量邀请各类专业媒体来FF参观采访，深度体验产品和技术，让外界和投资人更好的了解FF的发展现状和真实价值。</p><p style=\"text-align: start;\">　　2022年底合伙人公司提名董事会多数董事 9个月以来FF取得了30大进展</p><p style=\"text-align: start;\">　　今天的FF和今年8月份之前的FF相比，已经发生质的变化。公司解决了成立以来风险最高和不确定性最大的两大问题，实现了最为重要的两大里程碑：(1) 完成了在美国新车交付前所有合规认证 （2）搭建完成了交车所需的完整零部件供应体系，并开始向用户交车。 我们相信， FF进入了最好的发展阶段（受资金可得性制约）。</p><p style=\"text-align: start;\">　　以下是对这 30 项重大提升的回顾。</p><p style=\"text-align: start;\">　　2022 年底</p><p style=\"text-align: start;\">　　治理层：董事会更换为一个以合法合规以及最佳尽职义务为目标最高治理层。</p><p style=\"text-align: start;\">　　战略：全面聚焦公司作为“极智科技顶奢”塔尖市场开创者的核心战略。</p><p style=\"text-align: start;\">　　业务：全面端到端重新梳理FF 91 2.0 Futurist Alliance交付体系。</p><p style=\"text-align: start;\">　　2023 年 1 月</p><p style=\"text-align: start;\">　　中美双基因双主场：宣布与中国黄冈政府签署不具约束力的合作框架协议，推进公司的双主场战略。</p><p style=\"text-align: start;\">　　2023 年 2 月</p><p style=\"text-align: start;\">　　资本和财务：获得 1.35 亿美元的融资承诺。</p><p style=\"text-align: start;\">　　2023 年 3月</p><p style=\"text-align: start;\">　　生产：FF ieFactory California 实现SOP。</p><p style=\"text-align: start;\">　　2023 年 4 月</p><p style=\"text-align: start;\">　　生产：FF 91 2.0 Futurist Alliance 首台量产车下线。</p><p style=\"text-align: start;\">　　2023年 5月</p><p style=\"text-align: start;\">　　技术&amp;产品：在新兴GPT AI技术领域取得新突破，发布全球首个车载生成式人工智能产品和技术 。</p><p style=\"text-align: start;\">　　正式上市发布基于“All-AI, All-Hyper, All-Ability, and Co-Creation”产业变革新四化趋势，成功打造变革性的“FF aiHyper 6x4 architecture 2.0”技术架构的“极智科技顶奢”的“All-Ability aiHypercar” ， FF 91 2.0 Futurist Alliance ，融合Hyper性能、安全、舒适三个方面核心特征。</p><p style=\"text-align: start;\">　　资本：签署1亿美元融资的无担保可转债的最终协议（注资受制于某些交割条件，约3000万美金的融资款已到账，豁免了交割条件，展现出投资人对公司的信心和支持），Faraday Future宣布由高管合伙人作为基石投资人的1亿美金融资。</p><p style=\"text-align: start;\">　　2023 年 6 月</p><p style=\"text-align: start;\">　　用户生态：首批3位车主和开发者共创官参加“FF 赛道共创日”</p><p style=\"text-align: start;\">　　产品与技术：FF 91 2.0 Futurist Alliance 首次亮相Willow Springs并以1分35秒打破6000磅或以上电动车级别最快圈速记录。</p><p style=\"text-align: start;\">　　资本：融资1.05亿美元，其中包括 9000 万美元的新承诺以及 1500 万美元的老承诺的提前打款；1.05 亿美元中的部分已经到账，其余部分还需满足某些交割条件。</p><p style=\"text-align: start;\">　　2023 年 7 月</p><p style=\"text-align: start;\">　　交付合规：完成了美国碰撞测试以及所有安全相关法规认证要求。</p><p style=\"text-align: start;\">　　完成所有美国新车销售交付合规工作。</p><p style=\"text-align: start;\">　　完成启动第二阶段共创交付的内部审批。</p><p style=\"text-align: start;\">　　公司形成经营闭环进入全新发展阶段。</p><p style=\"text-align: start;\">　　2023 年 8 月</p><p style=\"text-align: start;\">　　供应链：完成首批交付的全部零部件供应。</p><p style=\"text-align: start;\">　　用户生态：完成变革性的用户获取用户运营1.0体系搭建。</p><p style=\"text-align: start;\">　　向FF历史上第一名塔尖用户和开发者共创官交付FF 91 2.0 Futurist Alliance。</p><p style=\"text-align: start;\">　　5届勒芒冠军Derek Bell, Justin Bell 等顶级赛事冠军成为开发者共创官和接下来的车主。</p><p style=\"text-align: start;\">　　在圆石滩豪车展举办首届“FF开发者共创节”。</p><p style=\"text-align: start;\">　　资本：通过无担保票据获得 1650 万美元的额外资金，用于支持公司 FF 91 2.0 Futurist Alliance 的第二阶段交付以及销售和服务准备工作；实施反向股票分割并提交注册声明，打通公司融资渠道，以支持 FF 91 2.0 Futurist Alliance 的量产爬坡以及销售和服务网络的发展。</p><p style=\"text-align: start;\">　　管理层：公司成立9年来的最强管理层履新。</p><p style=\"text-align: start;\">　　2023 年 9 月</p><p style=\"text-align: start;\">　　用户生态：FF向美国地产经纪大亨Jason Oppenheim在内的塔尖用户们交付新车。</p><p style=\"text-align: start;\">　　产品：FF 91 2.0 Futurist Alliance在Button Willow赛道创造SUV 和跨界车组全新圈速纪录。</p><p style=\"text-align: start;\">　　技术： 举办“FF 919 开发者AI共创节”， 推动FF aiRacing技术进展</p><p style=\"text-align: start;\">　　资本：FF重获NASDAQ合规。</p><p style=\"text-align: start;\">　　推出核心管理层股票购买计划。</p><p style=\"text-align: start;\">　　2023 年 10 月</p><p style=\"text-align: start;\">　　用户生态：将会向四位新塔尖用户和开发者共创官交付新车，其中包括全球音乐巨星Chris Brown。</p><p style=\"text-align: start;\">　　我们坚信，除了资金之外，FF已经基本具备了价值爆发的所有基础。我们曾经多次战胜至暗时刻，FF当前已经取得了30项成绩。凭借独特基因加上全体股东支持，我们坚信即将爆发惊人能量。</p><p style=\"text-align: start;\">　　但是，让我们感到非常沮丧和痛心的是，FF作为“极智科技顶奢”塔尖市场目前唯一的开创者和引领者，打造且交付了世界上最具变革性的 “All-Ability aiHypercar” ，并取得了上述如此多的重大进展，但是，股价、市值和公司真实价值却呈现出完全背离的表现。 这是所有热爱FF的股东无法接受的，我收到很多希望公司做出应对的要求。我个人收到了不公的指责甚至威胁，尽管如此，我们仍然执着前行，一心一意致力于把FF做成伟大的公司。</p><p>　　对于FF真实价值和资本市场价值严重背离的表现，我其实是最心急如焚的，对没有给所有股东和投资人带来应有的价值回报深感惭愧，我也最希望全力推动实现FF价值最大化。</p><p style=\"text-align: start;\">　　九年前，我跨洋万里来到美国加州洛杉矶创立了FF，ALL IN了自己所有的一切，可想而知，华人在美国创业有多么的艰难，尤其是在被誉为皇冠上明珠的“极智科技顶奢”AI电车产业的创业，更是无比的艰难，我经历了你们能想象到和想象不到的一切最糟糕的事情。公司和我这些年来经历并战胜了太多困难和生死挑战，我们遭遇的挫败和我们取得的成功大家都有目共睹。感谢那些关心FF和不离不弃支持我的人，其实很多人通过各种渠道给我发来私信，我都有在看，也会反思和拷问自己，吸收听取好的建议并付诸实施。很多创业者们都说，我的创业经历一直在激励他们永不放弃、执着坚持。其实我想说，你们给我发的很多鼓励的话，也是在默默感染我、激励我，让我和FF义无反顾的为全体股东和利益相关者价值最大化而拼搏。</p><p style=\"text-align: start;\">　　再次感谢一路有你。</p><p style=\"text-align: start;\">　　贾跃亭</p><p style=\"text-align: start;\">　　2023年10月16日</p></body></html>","source":"sina_tech","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>贾跃亭致股东公开信：FF价值被严重低估，心急如焚</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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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贾跃亭致股东公开信：FF价值被严重低估，心急如焚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-16 12:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/internet/2023-10-16/doc-imzrheup7770758.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Faraday Future(FF，法拉第未来)公司创始人兼首席产品及用户生态官贾跃亭发表致全体股东和投资人公开信。他在信中表示，公司自2022年年底以来已取得30大进展，公司将推出六大举措坚决捍卫股东利益。　　FF为捍卫股东利益正采取六大举措以最快速度恢复市场信心，加速实现战略目标：1、FF已正式签下领先的上市公司服务商Shareholder Intelligence Services LLC以...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/internet/2023-10-16/doc-imzrheup7770758.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/f355a715b736eacfe0413d52ec2c9d35","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://finance.sina.com.cn/tech/internet/2023-10-16/doc-imzrheup7770758.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185531247","content_text":"Faraday Future(FF，法拉第未来)公司创始人兼首席产品及用户生态官贾跃亭发表致全体股东和投资人公开信。他在信中表示，公司自2022年年底以来已取得30大进展，公司将推出六大举措坚决捍卫股东利益。　　FF为捍卫股东利益正采取六大举措以最快速度恢复市场信心，加速实现战略目标：1、FF已正式签下领先的上市公司服务商Shareholder Intelligence Services LLC以获取、汇总、跟踪和分析股东交易信息，对潜在的非法卖空行为展开调查。我们将考虑所有可用的包括诉讼在内的追偿措施；2. 公司核心层增持，显示了对公司发展的坚定信心；3. 公司继续全力积极引入潜在战略投资者；4.FF正在进行组织升级，以迎接公司进入全新发展阶段的机遇与挑战；5.公司正在持续降低运营和供应链成本，实现达成包括快速提升产能在内的所有战略目标；6. 公司将大量邀请各类专业媒体来FF参观采访，深度体验产品和技术，让外界和投资人更好的了解FF的发展现状和真实价值。　　贾跃亭在公开信中表示：“对于FF真实价值和资本市场价值严重背离的表现，我其实是最心急如焚的，对没有给所有股东和投资人带来应有的价值回报深感惭愧，我也最希望全力推动实现FF价值最大化。”　　“九年前，我跨洋万里来到美国加州洛杉矶创立了FF，ALL IN了自己所有的一切，可想而知，华人在美国创业有多么的艰难，尤其是在被誉为皇冠上明珠的“极智科技顶奢”AI电车产业的创业，更是无比的艰难，我经历了你们能想象到和想象不到的一切最糟糕的事情。公司和我这些年来经历并战胜了太多困难和生死挑战，我们遭遇的挫败和我们取得的成功大家都有目共睹。”贾跃亭在公开信中袒露心迹道：“感谢那些关心FF和不离不弃支持我的人，其实很多人通过各种渠道给我发来私信，我都有在看，也会反思和拷问自己，吸收听取好的建议并付诸实施。很多创业者们都说，我的创业经历一直在激励他们永不放弃、执着坚持。其实我想说，你们给我发的很多鼓励的话，也在默默感染我、激励我，让我和FF义无反顾的为全体股东和利益相关者价值最大化而拼搏。 ”　　以下为贾跃亭致股东和投资者公开信全文：　　FF 六大举措坚决捍卫股东利益 以及2022 年底以来公司取得的 30大进展　　——贾跃亭致全体股东和投资人的一封公开信　　尊敬的FFIE全体股东和投资人，大家好。　　8月份以来，随着FF进入交付营收阶段，公司形成了从用户获取到交付到用户运营的完整经营闭环，越来越多的美国行业领袖和像Chris Brown、Derek Bell、Jason Oppenheim这样的塔尖名人陆续成为FF车主和开发者共创官。FF的经营基本面已经发生了根本性转变，新的管理团队也是FF历史上最强的团队。除了受资金状况的制约外，公司正处在成立以来最好的发展阶段，是业务腾飞的关键时期。　　坚决捍卫股东利益　　虽然公司成功达成一个又一个重大里程碑，为业务发展提供了坚实的基础，但股价和市值却遭遇了最至暗时刻，公司市值跌到仅为30多亿美元现金投入总额的1%都不到，我们对此感到无比痛心和失望，相信包括公众投资者在内的所有热爱公司的股东们也都无比痛心和失望。　　公司正在制定一系列措施，识别和打击潜在的滥用和非法卖空行为。另一方面，我们正在全力引入机构投资者和战略投资者，尽快解决资金问题，大力推动产量爬坡，同时全力以赴提高公司供应链管理能力和整体成本控制能力，以及一系列提升公司价值的努力。　　六大举措捍卫股东利益　　以下是我们为捍卫股东利益而采取的一系列行动，以最快速度恢复市场信心，加速实现战略目标：　　1. FF已正式签下领先的上市公司服务商Shareholder Intelligence Services LLC以获取、汇总、跟踪和分析股东交易信息，对潜在的非法卖空行为展开调查。我们将考虑所有可用的包括诉讼在内的追偿措施。　　2. 公司核心层增持，显示了对公司发展的坚定信心。　　3. 公司继续全力积极引入潜在战略投资者。　　4. FF正在进行组织升级，以迎接公司进入全新发展阶段的机遇与挑战。　　5. 公司正在持续降低运营和供应链成本，实现达成包括快速提升产能在内的所有战略目标。　　6. 公司将大量邀请各类专业媒体来FF参观采访，深度体验产品和技术，让外界和投资人更好的了解FF的发展现状和真实价值。　　2022年底合伙人公司提名董事会多数董事 9个月以来FF取得了30大进展　　今天的FF和今年8月份之前的FF相比，已经发生质的变化。公司解决了成立以来风险最高和不确定性最大的两大问题，实现了最为重要的两大里程碑：(1) 完成了在美国新车交付前所有合规认证 （2）搭建完成了交车所需的完整零部件供应体系，并开始向用户交车。 我们相信， FF进入了最好的发展阶段（受资金可得性制约）。　　以下是对这 30 项重大提升的回顾。　　2022 年底　　治理层：董事会更换为一个以合法合规以及最佳尽职义务为目标最高治理层。　　战略：全面聚焦公司作为“极智科技顶奢”塔尖市场开创者的核心战略。　　业务：全面端到端重新梳理FF 91 2.0 Futurist Alliance交付体系。　　2023 年 1 月　　中美双基因双主场：宣布与中国黄冈政府签署不具约束力的合作框架协议，推进公司的双主场战略。　　2023 年 2 月　　资本和财务：获得 1.35 亿美元的融资承诺。　　2023 年 3月　　生产：FF ieFactory California 实现SOP。　　2023 年 4 月　　生产：FF 91 2.0 Futurist Alliance 首台量产车下线。　　2023年 5月　　技术&产品：在新兴GPT AI技术领域取得新突破，发布全球首个车载生成式人工智能产品和技术 。　　正式上市发布基于“All-AI, All-Hyper, All-Ability, and Co-Creation”产业变革新四化趋势，成功打造变革性的“FF aiHyper 6x4 architecture 2.0”技术架构的“极智科技顶奢”的“All-Ability aiHypercar” ， FF 91 2.0 Futurist Alliance ，融合Hyper性能、安全、舒适三个方面核心特征。　　资本：签署1亿美元融资的无担保可转债的最终协议（注资受制于某些交割条件，约3000万美金的融资款已到账，豁免了交割条件，展现出投资人对公司的信心和支持），Faraday Future宣布由高管合伙人作为基石投资人的1亿美金融资。　　2023 年 6 月　　用户生态：首批3位车主和开发者共创官参加“FF 赛道共创日”　　产品与技术：FF 91 2.0 Futurist Alliance 首次亮相Willow Springs并以1分35秒打破6000磅或以上电动车级别最快圈速记录。　　资本：融资1.05亿美元，其中包括 9000 万美元的新承诺以及 1500 万美元的老承诺的提前打款；1.05 亿美元中的部分已经到账，其余部分还需满足某些交割条件。　　2023 年 7 月　　交付合规：完成了美国碰撞测试以及所有安全相关法规认证要求。　　完成所有美国新车销售交付合规工作。　　完成启动第二阶段共创交付的内部审批。　　公司形成经营闭环进入全新发展阶段。　　2023 年 8 月　　供应链：完成首批交付的全部零部件供应。　　用户生态：完成变革性的用户获取用户运营1.0体系搭建。　　向FF历史上第一名塔尖用户和开发者共创官交付FF 91 2.0 Futurist Alliance。　　5届勒芒冠军Derek Bell, Justin Bell 等顶级赛事冠军成为开发者共创官和接下来的车主。　　在圆石滩豪车展举办首届“FF开发者共创节”。　　资本：通过无担保票据获得 1650 万美元的额外资金，用于支持公司 FF 91 2.0 Futurist Alliance 的第二阶段交付以及销售和服务准备工作；实施反向股票分割并提交注册声明，打通公司融资渠道，以支持 FF 91 2.0 Futurist Alliance 的量产爬坡以及销售和服务网络的发展。　　管理层：公司成立9年来的最强管理层履新。　　2023 年 9 月　　用户生态：FF向美国地产经纪大亨Jason Oppenheim在内的塔尖用户们交付新车。　　产品：FF 91 2.0 Futurist Alliance在Button Willow赛道创造SUV 和跨界车组全新圈速纪录。　　技术： 举办“FF 919 开发者AI共创节”， 推动FF aiRacing技术进展　　资本：FF重获NASDAQ合规。　　推出核心管理层股票购买计划。　　2023 年 10 月　　用户生态：将会向四位新塔尖用户和开发者共创官交付新车，其中包括全球音乐巨星Chris Brown。　　我们坚信，除了资金之外，FF已经基本具备了价值爆发的所有基础。我们曾经多次战胜至暗时刻，FF当前已经取得了30项成绩。凭借独特基因加上全体股东支持，我们坚信即将爆发惊人能量。　　但是，让我们感到非常沮丧和痛心的是，FF作为“极智科技顶奢”塔尖市场目前唯一的开创者和引领者，打造且交付了世界上最具变革性的 “All-Ability aiHypercar” ，并取得了上述如此多的重大进展，但是，股价、市值和公司真实价值却呈现出完全背离的表现。 这是所有热爱FF的股东无法接受的，我收到很多希望公司做出应对的要求。我个人收到了不公的指责甚至威胁，尽管如此，我们仍然执着前行，一心一意致力于把FF做成伟大的公司。　　对于FF真实价值和资本市场价值严重背离的表现，我其实是最心急如焚的，对没有给所有股东和投资人带来应有的价值回报深感惭愧，我也最希望全力推动实现FF价值最大化。　　九年前，我跨洋万里来到美国加州洛杉矶创立了FF，ALL IN了自己所有的一切，可想而知，华人在美国创业有多么的艰难，尤其是在被誉为皇冠上明珠的“极智科技顶奢”AI电车产业的创业，更是无比的艰难，我经历了你们能想象到和想象不到的一切最糟糕的事情。公司和我这些年来经历并战胜了太多困难和生死挑战，我们遭遇的挫败和我们取得的成功大家都有目共睹。感谢那些关心FF和不离不弃支持我的人，其实很多人通过各种渠道给我发来私信，我都有在看，也会反思和拷问自己，吸收听取好的建议并付诸实施。很多创业者们都说，我的创业经历一直在激励他们永不放弃、执着坚持。其实我想说，你们给我发的很多鼓励的话，也是在默默感染我、激励我，让我和FF义无反顾的为全体股东和利益相关者价值最大化而拼搏。　　再次感谢一路有你。　　贾跃亭　　2023年10月16日","news_type":1},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680313548,"gmtCreate":1654772498888,"gmtModify":1704860397639,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>夺笋呐！","listText":"<a 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athletica(LULU)$冬奥会开幕式看过来的赞我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633636024","isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639238898,"gmtCreate":1643296207584,"gmtModify":1643298745507,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>隔壁rivn毫无机会。新能源还得看特斯拉。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>隔壁rivn毫无机会。新能源还得看特斯拉。","text":"$特斯拉(TSLA)$隔壁rivn毫无机会。新能源还得看特斯拉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639238898","isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604537054,"gmtCreate":1639410080778,"gmtModify":1639410080778,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"确实，我在用gtr3 pro确实不错啊。可惜市场好像不在乎这些。","listText":"确实，我在用gtr3 pro确实不错啊。可惜市场好像不在乎这些。","text":"确实，我在用gtr3 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Corporation(ZEPP)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604594314","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":892156637,"gmtCreate":1628645220929,"gmtModify":1628645220929,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"雷军的妻子什么时候去训马云啊，阿里让我赔了这么多钱。","listText":"雷军的妻子什么时候去训马云啊，阿里让我赔了这么多钱。","text":"雷军的妻子什么时候去训马云啊，阿里让我赔了这么多钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892156637","repostId":"2158540509","repostType":2,"repost":{"id":"2158540509","pubTimestamp":1628635047,"share":"https://www.laohu8.com/m/news/2158540509?lang=&edition=full","pubTime":"2021-08-11 06:37","market":"hk","language":"zh","title":"小米股价腰斩，训斥雷军的投资人是马云妻子","url":"https://stock-news.laohu8.com/highlight/detail?id=2158540509","media":"钛媒体","summary":"钛媒体8月10日消息，雷军举办年度演讲，回忆了小米上市之后的许多艰难时刻。经消息人士透露，训斥雷军的投资人，正是马云的妻子张瑛。2019年9月2日，小米集团港股股价跌到8.28港元的时候，跟IPO价格比已经腰斩，当时跌到几乎所有人都快崩溃了，甚至有人认为还会跌到4港元。在那段时间里，雷军特别不愿意见投资者。接着，她从小米的战略，到小米的产品、再到小米的管理，把雷军当小学生一样训了一个多小时。","content":"<html><body><article><p>钛媒体8月10日消息，雷军举办年度演讲，回忆了小米上市之后的许多艰难时刻。甚至在股价低迷时，还被投资人训了一个多小时。经消息人士透露，训斥雷军的投资人，正是马云的妻子张瑛。</p><p>2019年9月2日，小米集团港股股价跌到8.28港元的时候，跟IPO价格比已经腰斩，当时跌到几乎所有人都快崩溃了，甚至有人认为还会跌到4港元。在那段时间里，雷军特别不愿意见投资者。</p><p>但是，一个投资者执意要见，一坐下来，只寒暄了几句，她就毫不客气的说，“你们怎么让我赔了这么多钱，我真的不知道你们怎么干的……”</p><p>接着，她从小米的战略，到小米的产品、再到小米的管理，把雷军当小学生一样训了一个多小时。雷军当时的衬衣都湿了，会后一个人坐在会议室，坐了很久，那一刻特别绝望。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108110650277c2c4c8c&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>钛媒体8月10日消息，雷军举办年度演讲，回忆了小米上市之后的许多艰难时刻。甚至在股价低迷时，还被投资人训了一个多小时。经消息人士透露，训斥雷军的投资人，正是马云的妻子张瑛。2019年9月2日，小米集团港股股价跌到8.28港元的时候，跟IPO价格比已经腰斩，当时跌到几乎所有人都快崩溃了，甚至有人认为还会跌到4港元。在那段时间里，雷军特别不愿意见投资者。但是，一个投资者执意要见，一坐下来，只寒暄了几句...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108110650277c2c4c8c&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/537e08ee4cb694b56ef79b75b4b0c349","relate_stocks":{"KC":"金山云","09988":"阿里巴巴-SW","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108110650277c2c4c8c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2158540509","content_text":"钛媒体8月10日消息，雷军举办年度演讲，回忆了小米上市之后的许多艰难时刻。甚至在股价低迷时，还被投资人训了一个多小时。经消息人士透露，训斥雷军的投资人，正是马云的妻子张瑛。2019年9月2日，小米集团港股股价跌到8.28港元的时候，跟IPO价格比已经腰斩，当时跌到几乎所有人都快崩溃了，甚至有人认为还会跌到4港元。在那段时间里，雷军特别不愿意见投资者。但是，一个投资者执意要见，一坐下来，只寒暄了几句，她就毫不客气的说，“你们怎么让我赔了这么多钱，我真的不知道你们怎么干的……”接着，她从小米的战略，到小米的产品、再到小米的管理，把雷军当小学生一样训了一个多小时。雷军当时的衬衣都湿了，会后一个人坐在会议室，坐了很久，那一刻特别绝望。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3438042938821553","authorId":"3438042938821553","name":"FunGa","avatar":"https://static.tigerbbs.com/4c1ad2ccf9819ad215ab5fbba47756ac","crmLevel":2,"crmLevelSwitch":0},"content":"妈的.311美元买的阿里，现在跌成什么样了，jack马是怎么干的？","text":"妈的.311美元买的阿里，现在跌成什么样了，jack马是怎么干的？","html":"妈的.311美元买的阿里，现在跌成什么样了，jack马是怎么干的？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633636024,"gmtCreate":1643984787904,"gmtModify":1643984787904,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>320以下见。","text":"$美团-W(03690)$320以下见。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/320438588","isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115978129,"gmtCreate":1622948616561,"gmtModify":1622948616561,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ONE\">$精锐教育(ONE)$</a>看不懂木头姐的操作。。","listText":"<a href=\"https://laohu8.com/S/ONE\">$精锐教育(ONE)$</a>看不懂木头姐的操作。。","text":"$精锐教育(ONE)$看不懂木头姐的操作。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115978129","isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306531092,"gmtCreate":1604414475416,"gmtModify":1703833008100,"author":{"id":"3455930308476208","authorId":"3455930308476208","name":"magicls","avatar":"https://static.tigerbbs.com/b6e3ec83a6f738f7bb220b322d36f55f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"陆金所：请问为什么跌我？","listText":"陆金所：请问为什么跌我？","text":"陆金所：请问为什么跌我？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306531092","repostId":"1186172021","repostType":4,"repost":{"id":"1186172021","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":1604413929,"share":"https://www.laohu8.com/m/news/1186172021?lang=&edition=full","pubTime":"2020-11-03 22:32","market":"us","language":"zh","title":"开盘：阿里巴巴大跌8%，陆金所开跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186172021","media":"老虎资讯综合","summary":"11月3日（周二），美股三大股指集体高开，标普500指上涨33.30点，涨幅1.01%，报3343.54点；纳斯达克指数上涨80.50点，涨幅0.73%，报11038.12点；道琼斯指数上涨330.8","content":"<p>11月3日（周二），美股三大股指集体高开，标普500指上涨33.30点，涨幅1.01%，报3343.54点；纳斯达克指数上涨80.50点，涨幅0.73%，报11038.12点；道琼斯指数上涨330.80点，涨幅1.23%，报27255.88点。</p><p><img src=\"https://static.tigerbbs.com/fa832b95c4c6bc717af3bd442dab6f4a\" tg-width=\"840\" tg-height=\"470\"></p><p>蚂蚁集团大股东阿里巴巴大跌8%，蚂蚁集团暂缓AH股上市计划。</p><p>热门中概股普跌，京东、唯品会跌超4%，哔哩哔哩跌超2%，虎牙、百度跌超1%，</p><p>陆金所开跌超10%，此前称未通过其小额贷款子公司与融资合作伙伴建立任何联合贷款或贷款便利化合作关系。</p><p>AMC院线涨超13%，10月该公司以2.51亿美元回购了1080万股股票。</p><p>美股银行股走高，巴克莱涨超5%，瑞银、汇丰控股涨超4%，摩根大通、花旗集团均涨超2%。</p><p>福克斯A涨超6.5%，公司2021财年Q1营收27.17亿美元，市场预期25.71亿美元，去年同期26.67亿美元。</p><p>法拉利涨近5%，第三季度净利润超市场预期。</p><p>Paypal跌约5.5%，绩后遭花旗下调目标价至230美元。</p><p>特斯拉涨2.51%，柏林工厂或将在年底前获最终建设许可。</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>开盘：阿里巴巴大跌8%，陆金所开跌超10%</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; 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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开盘：阿里巴巴大跌8%，陆金所开跌超10%\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\">2020-11-03 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月3日（周二），美股三大股指集体高开，标普500指上涨33.30点，涨幅1.01%，报3343.54点；纳斯达克指数上涨80.50点，涨幅0.73%，报11038.12点；道琼斯指数上涨330.80点，涨幅1.23%，报27255.88点。</p><p><img src=\"https://static.tigerbbs.com/fa832b95c4c6bc717af3bd442dab6f4a\" tg-width=\"840\" tg-height=\"470\"></p><p>蚂蚁集团大股东阿里巴巴大跌8%，蚂蚁集团暂缓AH股上市计划。</p><p>热门中概股普跌，京东、唯品会跌超4%，哔哩哔哩跌超2%，虎牙、百度跌超1%，</p><p>陆金所开跌超10%，此前称未通过其小额贷款子公司与融资合作伙伴建立任何联合贷款或贷款便利化合作关系。</p><p>AMC院线涨超13%，10月该公司以2.51亿美元回购了1080万股股票。</p><p>美股银行股走高，巴克莱涨超5%，瑞银、汇丰控股涨超4%，摩根大通、花旗集团均涨超2%。</p><p>福克斯A涨超6.5%，公司2021财年Q1营收27.17亿美元，市场预期25.71亿美元，去年同期26.67亿美元。</p><p>法拉利涨近5%，第三季度净利润超市场预期。</p><p>Paypal跌约5.5%，绩后遭花旗下调目标价至230美元。</p><p>特斯拉涨2.51%，柏林工厂或将在年底前获最终建设许可。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BABA":"阿里巴巴",".SPX":"S&P 500 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