黑神话财神爷的个人主页 - 老虎社区

黑神话财神爷

黑神话财神爷

大家等你介绍

IP属地：北京

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黑神话财神爷

2022-03-10

电车yyds$特斯拉(TSLA)$

抱歉，原内容已删除

黑神话财神爷

2022-02-15

$Rivian Automotive, Inc.(RIVN)$ [流泪]

黑神话财神爷

2022-01-14

完蛋爸比扣了啦

黑神话财神爷

2021-11-25

$水滴(WDH)$大家亏钱了别发出来，发出来会被笑话。

黑神话财神爷

2021-11-19

$Rivian Automotive, Inc.(RIVN)$亏钱了这位置丢不丢？

黑神话财神爷

2021-11-19

记录📝2021-11-19 晚上10点开盘到现在凌晨2点5 对比图。[流泪] [流泪] [流泪] [喷血] [喷血] [喷血] [惊吓] [惊吓] [惊吓]

黑神话财神爷

2021-11-16

$Rivian Automotive, Inc.(RIVN)$你们玩我放钱包里准备过年了🧨

黑神话财神爷

2021-11-16

$Rivian Automotive, Inc.(RIVN)$PUT

黑神话财神爷

2021-11-13

卖了买rivian？

抱歉，原内容已删除

黑神话财神爷

2021-11-04

爆吧

抱歉，原内容已删除

黑神话财神爷

2021-09-15

$苹果(AAPL)$新品发布会

抱歉，原内容已删除

黑神话财神爷

2021-09-15

快点更新iPhone13 我要下单

抱歉，原内容已删除

黑神话财神爷

2021-08-11

不去成都呢？

抱歉，原内容已删除

黑神话财神爷

2021-07-28

暴涨了教育

黑神话财神爷

2021-07-26

真的刺激，比炒币还猛

黑神话财神爷

2021-07-24

回复 @有态度的萌虎:说得似乎很有道理，大多数学校老师不会怎么去努力学习更新换代新知识。还有部分老师课堂不会教很深的知识，宣传在家补课招几个人。还有就是读私立学校教得好，老师工资高竞争大责任心强，学费也高。//@有态度的萌虎:打击了课外培训的供给端，并没有解决根本问题，学生依然是以分数论成绩，高考依旧没变，需求依然没变，最后的结果就是以后黑培训盛行，市场转入地下混乱不堪

@东哥不疾而速:谈谈暴跌中的教育股，危机还是机遇？

黑神话财神爷

2021-07-24

半夜睡醒看了下

黑神话财神爷

2021-07-23

暴跌。[捂脸] [喷血]

黑神话财神爷

2021-07-22

我可以买到吗。

黑神话财神爷

2021-05-19

熊来了，有人退出吗？还我钱劳资不玩了

去老虎APP查看更多动态

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14:18","market":"us","language":"zh","title":"Zillow暴雷——一个资本被韭菜们收割的故事","url":"https://stock-news.laohu8.com/highlight/detail?id=2180737766","media":"智通财经网","summary":"让Zillow股价一年翻了10倍的iBuyer模式，一夜之间跌落神坛。","content":"<p>美国最著名的地产高科技公司<a href=\"https://laohu8.com/S/Z\">Zillow</a>暴雷了!</p>\n<p>11月2日，Zillow宣布退出之前被华尔街广泛看好的 “炒房” 业务(iBuyer)，当日内Zillow股价暴跌超过10%，然后11月3日开盘再次下跌17.5%。</p>\n<p>而就在短短几个月前，Zillow股价最高到达过$208，现在仅剩下$70！受到Zillow影响，同样做iBuyer业务的Opendoor，股价也大幅跳水，一日之内下跌了15%。</p>\n<p>曾经被认为是互联网地产行业的暴富神话，让Zillow股价一年翻了10倍的iBuyer模式，一夜之间跌落神坛。</p>\n<p>要了解这个巨星是如何陨落的，就让我来给大家讲一个“资本反被韭菜们收割”的故事吧。</p>\n<p><img src=\"https://static.tigerbbs.com/919ec4a816f7d12f22d183a1acdbbde5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><b>一、信箱中的手写黄纸条</b></p>\n<p>不知道从何时开始，在美国和加拿大的很多地方，人们会在信箱或门缝里收到一张黄色的手写小纸条。</p>\n<p>纸条的大概意思就是，我是一个在这个小区购买房屋的投资人，我看中了你的房子，我愿意支付给你现金买你的房子，而且可以很短的时间内就closing，感兴趣请拨打电话XXX-XXX-XXXX。</p>\n<p>纸条上也经常会写上，把房子卖给投资人的好处：</p>\n<p>1、不通过经纪，不需要支付任何经纪费用</p>\n<p>2、不需要维修房子，sold “as is”</p>\n<p>3、没有open house，不用showing</p>\n<p><img src=\"https://static.tigerbbs.com/bb0747b38fd4da9d03b208fb216ff230\" tg-width=\"718\" tg-height=\"930\" referrerpolicy=\"no-referrer\"></p>\n<p>但是很快就有主流媒体开始报道这个现象，并且警告屋主们要小心，因为这很可能是一个“骗局“。</p>\n<p>媒体经过调查发现，这些所谓的“投资人”，往往只报给卖家大约市场价的70%-80%甚至更低的价格。</p>\n<p>这些“投资人”一般会选择那些比较老的社区，比如在多伦多那些midtown的老城区。因为那里有很多单身的老人，他们平时不会很关心房价，并不了解市场的具体情况，而且很多老人也为了省心，想到不用维修就可以卖房子，于是就以非常低的价格把房子卖给了这些“投资人“。</p>\n<p>而这些”投资人“买到房子后，给房子稍作装修，迅速以高于买入价20%-30%甚至更高的价格把房子卖出!</p>\n<p>很多老人在看到房子重新卖掉的价格后，才大呼上当，但是也于事无补了。</p>\n<p>简单说，要想靠这种方法赚钱，主要是两个途径：</p>\n<p>1、 尽量低于市场价，利用信息不对称，从不了解市场的买家手里低价买入房子</p>\n<p>2、 希望市场价格能够高速增长，这样能够以更高的价格卖出</p>\n<p><b>二、iBuyer模式的起源</b></p>\n<p>互联网房地产业，在2014年开启了一种全新的赚钱模式——iBuyer!</p>\n<p>创始人Eric Wu是个深谙互联网金融玩法的人。他曾经创立过另外一家地产数据公司Movity，并且成功卖给了Zillow的竞争对手Trulia，获得了第一桶金。</p>\n<p>他很可能受到了黄色小纸条的启发，决心把黄色小纸条带到华尔街。当然他深知把黄色小纸条直接带到华尔街，逼格显然是不够的。</p>\n<p>所以一顿操作猛如虎，把各种互联网概念加到了这个传统的“炒房”模式上，并且把“i“加到”buying“或者”buyer“前面，立刻变得<a href=\"https://laohu8.com/S/BJZ.SI\">高大</a>上起来。</p>\n<p><img src=\"https://static.tigerbbs.com/00a03c976a5a3f9b6801da0ad29346f7\" tg-width=\"1080\" tg-height=\"689\" referrerpolicy=\"no-referrer\"></p>\n<p>然而归根到底，他们要说服买家不通过传统渠道卖房子，就要列出他们的优势。总结下来就是：</p>\n<p>1、不通过经纪，不需要支付任何经纪费用(但是他们会收一笔8%-20%的service fee)</p>\n<p>2、不需要维修房子，sold “as is” (但是iBuyer公司会收一笔之后他们维修的费用从卖家那里)</p>\n<p>3、没有open house，不用showing</p>\n<p>这几条怎么感觉看着这么眼熟?</p>\n<p><b>三、Zillow入局，iBuyer行业迎来春天</b></p>\n<p>虽然Opendoor在2014年就创立，但是一直也经营的不温不火。毕竟这个模式从赚钱逻辑上有很严重的缺陷：</p>\n<p>1、 相对于传统房地产买卖，iBuyer模式无形中增加了一次交易(需要转手两次)，因此大大增加了交易的成本。</p>\n<p>在美国，一般来说一次房地产交易的成本，即使不考虑经纪费用，仍然有房价2%-3%的交易成本。那么这个成本是谁来承担?最终吃亏的还是终端的买家和卖家。</p>\n<p>2、 黄色小纸条模式之所以能赚钱，是因为利用了信息不对称，可是互联网企业往往给客户提供大量的数据来吸引流量，所以严重的信息不对称是不存在的，iBuyer公司也就很难找到愿意低价卖房的人。</p>\n<p>3、 互联网公司要获得高估值，就需要快速扩张。而上面一条已经说了，因为互联网公司的特性，本来找到“傻子“的难度已经很大了，现在还需要找到“大量的傻子“。于是就出现“骗子太多，傻子明显不够用了”的窘境!</p>\n<p>幸运的是，上面也分析过，黄色小纸条模式有两个赚钱途径，既然第一个找“傻子”的途径走不下去，那还可以靠“市场价格高速增长”这个途径。</p>\n<p>下图是过去20多年美国房价在调整过通胀后的走势(Case-Shiller Home Price Index)：</p>\n<p><img src=\"https://static.tigerbbs.com/9c841800c9dc7cce8792e029459c5349\" tg-width=\"1071\" tg-height=\"506\" referrerpolicy=\"no-referrer\"></p>\n<p>可以看到，自从2014年iBuyer模式创立开始，美国的房价就一直在高速上涨。</p>\n<p>这就满足了黄色小纸条模式赚钱的第二条途径。于是急于通过提高营收来抬高股价的Zillow，就将目光投向了iBuyer市场，在2018年强势入局，开启了自己的iBuyer业务——Zillow Offers。</p>\n<p>Zillow也不是空手而来，凭借其多年来积累强大的AI定价技术，直接把行业带上了新高度!</p>\n<p>有趣的是，Zillow入局的最大受益者，莫过于其竞争对手Opendoor了。</p>\n<p>借着Zillow的强大人气，Opendoor于2018年成功融资4亿美金，又在2019年再融3亿，公司估值直接上升到38亿美金，并最终于2020年末成功上市。</p>\n<p><b>四、猎人成为猎物，资本反被韭菜们割了</b></p>\n<p>在Zillow入局iBuyer业务的同时，公司的创始人Rich Barton也重新回到CEO的位置，带领公司全力拓展iBuyer业务。</p>\n<p>他们给自己制定了一个激进的目标，要在2024年实现每个月购买5000套美国的物业，并且大量扩招员工。</p>\n<p>这样的扩张，使Zillow的“营业额“大幅增加：在暴雷前的第三季度，Zillow的营业额同比增长超过500%。</p>\n<p>这种增长，导致公司的股价快速飙升，从2020年初到2021年初的，公司的股价从$20多美金，飙升到$208美金，1年翻了10倍!让管理层和股民们迎来了一波又一波的高潮。</p>\n<p><img src=\"https://static.tigerbbs.com/a5d5f57fe8fa58dda1eeb639fef94cfd\" tg-width=\"1080\" tg-height=\"847\" referrerpolicy=\"no-referrer\"></p>\n<p>而这种“成功”让Zillow公司从上到下都充满了自信。随着COVID-19疫情在美国的肆虐，美国政府实施了前所未有的货币宽松政策，这让美国的房市在疫情后快速上涨，也使得Zillow的iBuyer业务受益匪浅。</p>\n<p>然而，在表面的歌舞升平下，一场前所未有的危机也开始酝酿。</p>\n<p>Zillow看家的“本领”就是他们引以为豪的AI定价技术——Zestimate。通过多年的不断进化，这个AI定价技术，甚至可以把估价的误差缩小到5%以内。</p>\n<p>不过随着美国房价的不断疯狂上涨，这个AI模型也出现了问题：很多业内人士和卖家发现Zestimate往往会给出高于合理市场价格的评估，也就是说AI模型在定价上有点“超前了”。</p>\n<p>在2018年之前，当Zestimate出现偏差的时候，地产经纪们往往只是嗤之以鼻，告诉客户要以市场的实际成交为准。而且在房子最后成交后，事实也经常能证明专业的地产经纪的估价比Zestimate更准确。</p>\n<p>但是2018年以后，Zillow进入了iBuyer业务，也就是说，一旦Zestimate给出了估值，那么Zellow Offers就可能出给卖家这个价格的offer。</p>\n<p>这就形成了一个自证预言(self-fulfilling prophecy)：Zestimate的高估值，直接变成了市场成交价格，然后Zillow就会以更高的价格list到市场，继续推高市场价格。</p>\n<p>既然Zillow Offers和类似的Opendoor可以提供更高的价格给卖家，那么很多卖家更愿意选择卖给iBuyer。</p>\n<p>当然，由于Zillow和Opendoor会收取很高昂的服务费(8%-20%)，扣掉这个费用后到卖家手中的钱可能低于传统通过经纪卖房子，所以并不是所有房子都卖给了Zillow和Opendoor。不过，还是有相当多的房子高价卖给了Zillow。</p>\n<p>而随着第三季度美国房地产市场价格的增长放缓，Zillow的问题出现了。</p>\n<p>他们的AI定价模型太超前，高估了市场价格的增长速度，于是他们高价买入的房子，无法售出，最后竟然大部分低于买入价售出。</p>\n<p>要知道，即使他们用买入价原价售出，都要损失掉交易成本这部分，现在还要低于买入价售出，这就造成了巨大的亏损。</p>\n<p>在第三季度，Zillow一共卖出了3032套房屋，而根据财报，Zillow的iBuyer业务第三季度亏损是3.8亿美金。这样算下来，平均每套房子，Zillow亏损了超过12万美金!这是妥妥的资本被韭菜们的反向收割了!</p>\n<p><b>五、结语</b></p>\n<p>在11月2日的采访中，Zillow的创始人兼CEO Rich Barton解释说，房地产市场的价格波动比Zillow管理层原先预计的高很多，AI定价因此出了问题，所以公司决定停止Zillow Offers业务，并且裁员25%。</p>\n<p>这么看来，在Zillow公司股价飙涨的时候，从CEO到下面管理层，都过于自信了，他们相信AI可以很好的预测市场，最后竟然自己给自己洗脑了。</p>\n<p>奥斯卡·王尔德曾经说过：爱，始于自我欺骗，终于欺骗他人。而这个故事告诉我们：iBuyer模式，始于欺骗他人，终于自我欺骗。</p>\n<p><img src=\"https://static.tigerbbs.com/2baf3ed49adee692a5804eda7c8ec586\" tg-width=\"748\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>在Zillow宣布退出iBuyer业务后，市场上也有着各种不同版本的解读：</p>\n<p>有人认为Zillow退出iBuyer业务，预示着房价的反转，可能是这轮地产泡沫被戳破的起点。</p>\n<p>也有人认为没有了强大的竞争对手，Opendoor继续在iBuyer赛道可能走的会更顺利，反而更加看好这个业务。</p>\n<p>而我认为这次事件既表现出来在地产界人类暂时胜过AI，又表现出人类的不理性和贪婪。</p>\n<p>这种暴雷的事情仍将会一次次重演，无论是几年前中国各种O2O概念暴雷，到<a href=\"https://laohu8.com/S/WE\">WeWork</a>上市失败，再到现在的Zillow，这些底层商业逻辑就有问题的生意，就靠着野蛮扩张，迅速增加“营业额”，就可以不断推高估值，玩弄着资本和散户。</p>\n<p>就像黑格尔所说的：人类从历史中学到的唯一的教训，就是没有从历史中吸取到任何教训。</p>","source":"highlight_zhitongcaijin","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>Zillow暴雷——一个资本被韭菜们收割的故事</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\">\nZillow暴雷——一个资本被韭菜们收割的故事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 14:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/593266.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国最著名的地产高科技公司Zillow暴雷了!\n11月2日，Zillow宣布退出之前被华尔街广泛看好的 “炒房” 业务(iBuyer)，当日内Zillow股价暴跌超过10%，然后11月3日开盘再次下跌17.5%。\n而就在短短几个月前，Zillow股价最高到达过$208，现在仅剩下$70！受到Zillow影响，同样做iBuyer业务的Opendoor，股价也大幅跳水，一日之内下跌了15%。\n曾经被...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/593266.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a1b1cf0c27a3195e205fafc401e5c94c","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/593266.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2180737766","content_text":"美国最著名的地产高科技公司Zillow暴雷了!\n11月2日，Zillow宣布退出之前被华尔街广泛看好的 “炒房” 业务(iBuyer)，当日内Zillow股价暴跌超过10%，然后11月3日开盘再次下跌17.5%。\n而就在短短几个月前，Zillow股价最高到达过$208，现在仅剩下$70！受到Zillow影响，同样做iBuyer业务的Opendoor，股价也大幅跳水，一日之内下跌了15%。\n曾经被认为是互联网地产行业的暴富神话，让Zillow股价一年翻了10倍的iBuyer模式，一夜之间跌落神坛。\n要了解这个巨星是如何陨落的，就让我来给大家讲一个“资本反被韭菜们收割”的故事吧。\n一、信箱中的手写黄纸条\n不知道从何时开始，在美国和加拿大的很多地方，人们会在信箱或门缝里收到一张黄色的手写小纸条。\n纸条的大概意思就是，我是一个在这个小区购买房屋的投资人，我看中了你的房子，我愿意支付给你现金买你的房子，而且可以很短的时间内就closing，感兴趣请拨打电话XXX-XXX-XXXX。\n纸条上也经常会写上，把房子卖给投资人的好处：\n1、不通过经纪，不需要支付任何经纪费用\n2、不需要维修房子，sold “as is”\n3、没有open house，不用showing\n\n但是很快就有主流媒体开始报道这个现象，并且警告屋主们要小心，因为这很可能是一个“骗局“。\n媒体经过调查发现，这些所谓的“投资人”，往往只报给卖家大约市场价的70%-80%甚至更低的价格。\n这些“投资人”一般会选择那些比较老的社区，比如在多伦多那些midtown的老城区。因为那里有很多单身的老人，他们平时不会很关心房价，并不了解市场的具体情况，而且很多老人也为了省心，想到不用维修就可以卖房子，于是就以非常低的价格把房子卖给了这些“投资人“。\n而这些”投资人“买到房子后，给房子稍作装修，迅速以高于买入价20%-30%甚至更高的价格把房子卖出!\n很多老人在看到房子重新卖掉的价格后，才大呼上当，但是也于事无补了。\n简单说，要想靠这种方法赚钱，主要是两个途径：\n1、 尽量低于市场价，利用信息不对称，从不了解市场的买家手里低价买入房子\n2、 希望市场价格能够高速增长，这样能够以更高的价格卖出\n二、iBuyer模式的起源\n互联网房地产业，在2014年开启了一种全新的赚钱模式——iBuyer!\n创始人Eric Wu是个深谙互联网金融玩法的人。他曾经创立过另外一家地产数据公司Movity，并且成功卖给了Zillow的竞争对手Trulia，获得了第一桶金。\n他很可能受到了黄色小纸条的启发，决心把黄色小纸条带到华尔街。当然他深知把黄色小纸条直接带到华尔街，逼格显然是不够的。\n所以一顿操作猛如虎，把各种互联网概念加到了这个传统的“炒房”模式上，并且把“i“加到”buying“或者”buyer“前面，立刻变得高大上起来。\n\n然而归根到底，他们要说服买家不通过传统渠道卖房子，就要列出他们的优势。总结下来就是：\n1、不通过经纪，不需要支付任何经纪费用(但是他们会收一笔8%-20%的service fee)\n2、不需要维修房子，sold “as is” (但是iBuyer公司会收一笔之后他们维修的费用从卖家那里)\n3、没有open house，不用showing\n这几条怎么感觉看着这么眼熟?\n三、Zillow入局，iBuyer行业迎来春天\n虽然Opendoor在2014年就创立，但是一直也经营的不温不火。毕竟这个模式从赚钱逻辑上有很严重的缺陷：\n1、 相对于传统房地产买卖，iBuyer模式无形中增加了一次交易(需要转手两次)，因此大大增加了交易的成本。\n在美国，一般来说一次房地产交易的成本，即使不考虑经纪费用，仍然有房价2%-3%的交易成本。那么这个成本是谁来承担?最终吃亏的还是终端的买家和卖家。\n2、 黄色小纸条模式之所以能赚钱，是因为利用了信息不对称，可是互联网企业往往给客户提供大量的数据来吸引流量，所以严重的信息不对称是不存在的，iBuyer公司也就很难找到愿意低价卖房的人。\n3、 互联网公司要获得高估值，就需要快速扩张。而上面一条已经说了，因为互联网公司的特性，本来找到“傻子“的难度已经很大了，现在还需要找到“大量的傻子“。于是就出现“骗子太多，傻子明显不够用了”的窘境!\n幸运的是，上面也分析过，黄色小纸条模式有两个赚钱途径，既然第一个找“傻子”的途径走不下去，那还可以靠“市场价格高速增长”这个途径。\n下图是过去20多年美国房价在调整过通胀后的走势(Case-Shiller Home Price Index)：\n\n可以看到，自从2014年iBuyer模式创立开始，美国的房价就一直在高速上涨。\n这就满足了黄色小纸条模式赚钱的第二条途径。于是急于通过提高营收来抬高股价的Zillow，就将目光投向了iBuyer市场，在2018年强势入局，开启了自己的iBuyer业务——Zillow Offers。\nZillow也不是空手而来，凭借其多年来积累强大的AI定价技术，直接把行业带上了新高度!\n有趣的是，Zillow入局的最大受益者，莫过于其竞争对手Opendoor了。\n借着Zillow的强大人气，Opendoor于2018年成功融资4亿美金，又在2019年再融3亿，公司估值直接上升到38亿美金，并最终于2020年末成功上市。\n四、猎人成为猎物，资本反被韭菜们割了\n在Zillow入局iBuyer业务的同时，公司的创始人Rich Barton也重新回到CEO的位置，带领公司全力拓展iBuyer业务。\n他们给自己制定了一个激进的目标，要在2024年实现每个月购买5000套美国的物业，并且大量扩招员工。\n这样的扩张，使Zillow的“营业额“大幅增加：在暴雷前的第三季度，Zillow的营业额同比增长超过500%。\n这种增长，导致公司的股价快速飙升，从2020年初到2021年初的，公司的股价从$20多美金，飙升到$208美金，1年翻了10倍!让管理层和股民们迎来了一波又一波的高潮。\n\n而这种“成功”让Zillow公司从上到下都充满了自信。随着COVID-19疫情在美国的肆虐，美国政府实施了前所未有的货币宽松政策，这让美国的房市在疫情后快速上涨，也使得Zillow的iBuyer业务受益匪浅。\n然而，在表面的歌舞升平下，一场前所未有的危机也开始酝酿。\nZillow看家的“本领”就是他们引以为豪的AI定价技术——Zestimate。通过多年的不断进化，这个AI定价技术，甚至可以把估价的误差缩小到5%以内。\n不过随着美国房价的不断疯狂上涨，这个AI模型也出现了问题：很多业内人士和卖家发现Zestimate往往会给出高于合理市场价格的评估，也就是说AI模型在定价上有点“超前了”。\n在2018年之前，当Zestimate出现偏差的时候，地产经纪们往往只是嗤之以鼻，告诉客户要以市场的实际成交为准。而且在房子最后成交后，事实也经常能证明专业的地产经纪的估价比Zestimate更准确。\n但是2018年以后，Zillow进入了iBuyer业务，也就是说，一旦Zestimate给出了估值，那么Zellow Offers就可能出给卖家这个价格的offer。\n这就形成了一个自证预言(self-fulfilling prophecy)：Zestimate的高估值，直接变成了市场成交价格，然后Zillow就会以更高的价格list到市场，继续推高市场价格。\n既然Zillow Offers和类似的Opendoor可以提供更高的价格给卖家，那么很多卖家更愿意选择卖给iBuyer。\n当然，由于Zillow和Opendoor会收取很高昂的服务费(8%-20%)，扣掉这个费用后到卖家手中的钱可能低于传统通过经纪卖房子，所以并不是所有房子都卖给了Zillow和Opendoor。不过，还是有相当多的房子高价卖给了Zillow。\n而随着第三季度美国房地产市场价格的增长放缓，Zillow的问题出现了。\n他们的AI定价模型太超前，高估了市场价格的增长速度，于是他们高价买入的房子，无法售出，最后竟然大部分低于买入价售出。\n要知道，即使他们用买入价原价售出，都要损失掉交易成本这部分，现在还要低于买入价售出，这就造成了巨大的亏损。\n在第三季度，Zillow一共卖出了3032套房屋，而根据财报，Zillow的iBuyer业务第三季度亏损是3.8亿美金。这样算下来，平均每套房子，Zillow亏损了超过12万美金!这是妥妥的资本被韭菜们的反向收割了!\n五、结语\n在11月2日的采访中，Zillow的创始人兼CEO Rich Barton解释说，房地产市场的价格波动比Zillow管理层原先预计的高很多，AI定价因此出了问题，所以公司决定停止Zillow Offers业务，并且裁员25%。\n这么看来，在Zillow公司股价飙涨的时候，从CEO到下面管理层，都过于自信了，他们相信AI可以很好的预测市场，最后竟然自己给自己洗脑了。\n奥斯卡·王尔德曾经说过：爱，始于自我欺骗，终于欺骗他人。而这个故事告诉我们：iBuyer模式，始于欺骗他人，终于自我欺骗。\n\n在Zillow宣布退出iBuyer业务后，市场上也有着各种不同版本的解读：\n有人认为Zillow退出iBuyer业务，预示着房价的反转，可能是这轮地产泡沫被戳破的起点。\n也有人认为没有了强大的竞争对手，Opendoor继续在iBuyer赛道可能走的会更顺利，反而更加看好这个业务。\n而我认为这次事件既表现出来在地产界人类暂时胜过AI，又表现出人类的不理性和贪婪。\n这种暴雷的事情仍将会一次次重演，无论是几年前中国各种O2O概念暴雷，到WeWork上市失败，再到现在的Zillow，这些底层商业逻辑就有问题的生意，就靠着野蛮扩张，迅速增加“营业额”，就可以不断推高估值，玩弄着资本和散户。\n就像黑格尔所说的：人类从历史中学到的唯一的教训，就是没有从历史中吸取到任何教训。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876331868,"gmtCreate":1637259184665,"gmtModify":1637259184665,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"<a 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09:32","market":"other","language":"zh","title":"马斯克于11月12日卖出120万股特斯拉股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1119009229","media":"老虎资讯综合","summary":"11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股特斯拉股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票","content":"<p>11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/3f87e31394db7101f95cae3637524949\" tg-width=\"1920\" tg-height=\"776\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d8513b22845dd09d5b62a4380a7c9c91\" tg-width=\"1868\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></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>马斯克于11月12日卖出120万股特斯拉股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克于11月12日卖出120万股特斯拉股票\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\">2021-11-13 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/3f87e31394db7101f95cae3637524949\" tg-width=\"1920\" tg-height=\"776\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d8513b22845dd09d5b62a4380a7c9c91\" tg-width=\"1868\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119009229","content_text":"11月13日，美国证交会披露的文件显示，12日马斯克进一步卖出120万股特斯拉股票。截至目前，马斯克自11月8日以来累计出售大约634万股特斯拉股票。此前马斯克在推特上承诺出售其持有的10%特斯拉股票，即1705万股，那么目前马斯克累计售出的股票仅占其承诺的37.1%，还需出售至少1070万股特斯拉股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635195405,"gmtCreate":1646881070415,"gmtModify":1646881070415,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"电车yyds<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"电车yyds<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"电车yyds$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635195405","repostId":"1104646923","repostType":2,"repost":{"id":"1104646923","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":1646880786,"share":"https://www.laohu8.com/m/news/1104646923?lang=&edition=full","pubTime":"2022-03-10 10:53","market":"us","language":"zh","title":"国产特斯拉再涨价！高配Model 3和Y均涨1万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1104646923","media":"老虎资讯综合","summary":"3月10日讯，据特斯拉美国官网，Model Y长续航版售价上调1000美元至59990美元，Model Y高性能版售价上调1000美元至64990美元。同时，国产特斯拉价格也再度上调，高配Model 3和Y均涨1万元。特斯拉中国官网显示，Model 3高性能版的价格已调至34.99万元起，较原来的33.99万元上涨1万元；Model Y长续航、高性能版的价格分别为35.79万元和39.79万元，较之前的34.79万元和38.79万元上涨1万元。","content":"<html><head></head><body><p>3月10日讯，据特斯拉美国官网，Model Y长续航版售价上调1000美元至59990美元，Model Y高性能版售价上调1000美元至64990美元。</p><p><img src=\"https://static.tigerbbs.com/ee3337b9f126320969c4ca7ca3f04bb4\" tg-width=\"1782\" tg-height=\"951\" referrerpolicy=\"no-referrer\"/><b>同时，国产特斯拉价格也再度上调，高配Model 3和Y均涨1万元。</b></p><p>特斯拉中国官网显示，Model 3高性能版的价格已调至34.99万元起，较原来的33.99万元上涨1万元；Model Y长续航、高性能版的价格分别为35.79万元和39.79万元，较之前的34.79万元和38.79万元上涨1万元。<img src=\"https://static.tigerbbs.com/f739e75f0ea72811bea40388780e0069\" tg-width=\"1500\" tg-height=\"1618\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>国产特斯拉再涨价！高配Model 3和Y均涨1万元</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; 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.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国产特斯拉再涨价！高配Model 3和Y均涨1万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-10 10:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月10日讯，据特斯拉美国官网，Model Y长续航版售价上调1000美元至59990美元，Model Y高性能版售价上调1000美元至64990美元。</p><p><img src=\"https://static.tigerbbs.com/ee3337b9f126320969c4ca7ca3f04bb4\" tg-width=\"1782\" tg-height=\"951\" referrerpolicy=\"no-referrer\"/><b>同时，国产特斯拉价格也再度上调，高配Model 3和Y均涨1万元。</b></p><p>特斯拉中国官网显示，Model 3高性能版的价格已调至34.99万元起，较原来的33.99万元上涨1万元；Model Y长续航、高性能版的价格分别为35.79万元和39.79万元，较之前的34.79万元和38.79万元上涨1万元。<img src=\"https://static.tigerbbs.com/f739e75f0ea72811bea40388780e0069\" tg-width=\"1500\" tg-height=\"1618\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104646923","content_text":"3月10日讯，据特斯拉美国官网，Model Y长续航版售价上调1000美元至59990美元，Model Y高性能版售价上调1000美元至64990美元。同时，国产特斯拉价格也再度上调，高配Model 3和Y均涨1万元。特斯拉中国官网显示，Model 3高性能版的价格已调至34.99万元起，较原来的33.99万元上涨1万元；Model Y长续航、高性能版的价格分别为35.79万元和39.79万元，较之前的34.79万元和38.79万元上涨1万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631769812,"gmtCreate":1644935797754,"gmtModify":1644935797754,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>&nbsp;[流泪]&nbsp;","text":"$Rivian Automotive, Inc.(RIVN)$ 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爸比扣了啦","images":[{"img":"https://static.tigerbbs.com/a86fd1aec0f9df759905b1ad618a94ca","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694755254","isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876339781,"gmtCreate":1637258895014,"gmtModify":1637258895014,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"记录📝2021-11-19 晚上10点开盘到现在 凌晨2点5 对比图。[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;","listText":"记录📝2021-11-19 晚上10点开盘到现在 凌晨2点5 对比图。[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;","text":"记录📝2021-11-19 晚上10点开盘到现在 凌晨2点5 对比图。[流泪] [流泪] [流泪] [喷血] [喷血] [喷血] [惊吓] [惊吓] [惊吓]","images":[{"img":"https://static.tigerbbs.com/2ba2fcbfdf09a652d338459dfc05bd7a","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876339781","isVote":1,"tweetType":1,"viewCount":1819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":882914837,"gmtCreate":1631642317529,"gmtModify":1631642317529,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>新品发布会","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>新品发布会","text":"$苹果(AAPL)$新品发布会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882914837","repostId":"1145779507","repostType":4,"repost":{"id":"1145779507","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":1631639421,"share":"https://www.laohu8.com/m/news/1145779507?lang=&edition=full","pubTime":"2021-09-15 01:10","market":"us","language":"zh","title":"直击苹果新品发布会：正式发布iPhone 13系列手机","url":"https://stock-news.laohu8.com/highlight/detail?id=1145779507","media":"老虎资讯综合","summary":"9月15日，$苹果$公司秋季新品发布会正式开启。发布会上苹果推出新入门级iPad，搭载A13仿生芯片，前置摄像头升级为1200万像素超广角，引入iPad Pro中的人物居中功能；新iPad起售价为329美元；新款iPad今天起接受预购，下周将正式发售，教育优惠价为299美元。据苹果官网，iPhone 13 mini国行起售价为5199元，iPhone 13起售价为5999元，顶配的iPhone 13 Pro Max售价为12999元，全系列9月17日起开始预购，9月24日正式发售。","content":"<p>9月15日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司秋季新品发布会正式开启。</p> \n<p><b>iPad</b></p> \n<p>发布会上苹果推出新入门级iPad，搭载A13仿生芯片，前置摄像头升级为1200万像素超广角，引入iPad Pro中的人物居中功能；新iPad起售价为329美元；新款iPad今天起接受预购，下周将正式发售，教育优惠价为299美元。</p> \n<p><img src=\"https://static.tigerbbs.com/ae71ae7369818d08ba3f3063c41bc5a6\"></p> \n<p><b>iPad mini</b></p> \n<p><img src=\"https://static.tigerbbs.com/d0676310998e916ef5d7f0d0a4659882\"></p> \n<p>苹果发布新款iPad mini，新iPad Mini搭载视网膜显示屏，尺寸延展至8.3英寸；新款iPad Mini在CPU性能上提升40%，在GPU上提升80%；iPad Mini目前配备USB-C接口；新款iPad Mini支持5G；新iPad Mini配备1200万像素、1.8光圈后置摄像头；新iPad Mini同样支持人物居中功能；新iPad Mini起售价为499美元。</p> \n<p><img src=\"https://static.tigerbbs.com/2b24dbf81571b194598307fecee1b859\"></p> \n<p><b>Apple Watch</b></p> \n<p>苹果推出下一代Apple Watch，新款Apple Watch 7显示面积比上一代大20%；Apple Watch Series 7电池续航仍为18小时，充电时间缩短32%；新款苹果手表适配目前所有表带；苹果手表Series 7起售价399美元；Apple Watch Series 7将在今年秋末上市。</p> \n<p><img src=\"https://static.tigerbbs.com/08d5a621b63de3c432534e2c8818d294\"></p> \n<p>Apple Fitness+服务本秋季将在15个国家新上线；Apple Fitness+新增团体运动功能。</p> \n<p><b>iPhone 13</b></p> \n<p>苹果正式发布iPhone 13系列手机；iPhone 13将搭载A15仿生芯片，A15为四核处理器；iPhone 13系列手机配备XDR视网膜屏，亮度提升28%；iPhone 13摄影加入“电影模式”，可在拍摄过程中转换焦点；iPhone 13 覆盖更多5G网络，超过200个运营商；iPhone 13电池寿命将比上一代长2.5小时。</p> \n<p><img src=\"https://static.tigerbbs.com/a68974920ad151dd32c643c0871acd6a\"><img src=\"https://static.tigerbbs.com/c1847eb008e455771e72510dd2ed4c6a\"></p> \n<p><b>iPhone 13 Pro</b></p> \n<p>苹果发布iPhone 13 Pro系列手机；iPhone 13 Pro系列“刘海”面积缩小20%；iPhone 13 Pro系列搭载77mm长焦镜头、1.8光圈和1.5光圈超广角镜头；iPhone 13 Pro系列所有镜头均可使用夜景模式；iPhone 13 Pro Max搭载5核A15处理器；iPhone 13 Pro Max屏幕采用可变刷新率，最高可达120Hz；iPhone 13 Pro电池续航比上代长1.5小时，Pro Max续航比上代长2.5小时；iPhone 13 Pro起售价为999美元，iPhone 13 Pro Max起售价1099美元；iPhone 13 Pro系列将在9月24日开始发售。</p> \n<p><img src=\"https://static.tigerbbs.com/b411f06b12d3389f607254c992313eb5\"></p> \n<p>苹果秋季新品发布会结束。</p>\n<p>苹果新品国行价格出炉&nbsp;iPhone&nbsp;13系列起售价5199元</p>\n<p>据苹果官网，iPhone&nbsp;13&nbsp;mini国行起售价为5199元，iPhone&nbsp;13起售价为5999元，顶配的iPhone&nbsp;13&nbsp;Pro&nbsp;Max售价为12999元，全系列9月17日起开始预购，9月24日正式发售。新款平板电脑iPad&nbsp;mini起售价为3799元。</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>直击苹果新品发布会：正式发布iPhone 13系列手机</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直击苹果新品发布会：正式发布iPhone 13系列手机\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\">2021-09-15 01:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月15日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司秋季新品发布会正式开启。</p> \n<p><b>iPad</b></p> \n<p>发布会上苹果推出新入门级iPad，搭载A13仿生芯片，前置摄像头升级为1200万像素超广角，引入iPad Pro中的人物居中功能；新iPad起售价为329美元；新款iPad今天起接受预购，下周将正式发售，教育优惠价为299美元。</p> \n<p><img src=\"https://static.tigerbbs.com/ae71ae7369818d08ba3f3063c41bc5a6\"></p> \n<p><b>iPad mini</b></p> \n<p><img src=\"https://static.tigerbbs.com/d0676310998e916ef5d7f0d0a4659882\"></p> \n<p>苹果发布新款iPad mini，新iPad Mini搭载视网膜显示屏，尺寸延展至8.3英寸；新款iPad Mini在CPU性能上提升40%，在GPU上提升80%；iPad Mini目前配备USB-C接口；新款iPad Mini支持5G；新iPad Mini配备1200万像素、1.8光圈后置摄像头；新iPad Mini同样支持人物居中功能；新iPad Mini起售价为499美元。</p> \n<p><img src=\"https://static.tigerbbs.com/2b24dbf81571b194598307fecee1b859\"></p> \n<p><b>Apple Watch</b></p> \n<p>苹果推出下一代Apple Watch，新款Apple Watch 7显示面积比上一代大20%；Apple Watch Series 7电池续航仍为18小时，充电时间缩短32%；新款苹果手表适配目前所有表带；苹果手表Series 7起售价399美元；Apple Watch Series 7将在今年秋末上市。</p> \n<p><img src=\"https://static.tigerbbs.com/08d5a621b63de3c432534e2c8818d294\"></p> \n<p>Apple Fitness+服务本秋季将在15个国家新上线；Apple Fitness+新增团体运动功能。</p> \n<p><b>iPhone 13</b></p> \n<p>苹果正式发布iPhone 13系列手机；iPhone 13将搭载A15仿生芯片，A15为四核处理器；iPhone 13系列手机配备XDR视网膜屏，亮度提升28%；iPhone 13摄影加入“电影模式”，可在拍摄过程中转换焦点；iPhone 13 覆盖更多5G网络，超过200个运营商；iPhone 13电池寿命将比上一代长2.5小时。</p> \n<p><img src=\"https://static.tigerbbs.com/a68974920ad151dd32c643c0871acd6a\"><img src=\"https://static.tigerbbs.com/c1847eb008e455771e72510dd2ed4c6a\"></p> \n<p><b>iPhone 13 Pro</b></p> \n<p>苹果发布iPhone 13 Pro系列手机；iPhone 13 Pro系列“刘海”面积缩小20%；iPhone 13 Pro系列搭载77mm长焦镜头、1.8光圈和1.5光圈超广角镜头；iPhone 13 Pro系列所有镜头均可使用夜景模式；iPhone 13 Pro Max搭载5核A15处理器；iPhone 13 Pro Max屏幕采用可变刷新率，最高可达120Hz；iPhone 13 Pro电池续航比上代长1.5小时，Pro Max续航比上代长2.5小时；iPhone 13 Pro起售价为999美元，iPhone 13 Pro Max起售价1099美元；iPhone 13 Pro系列将在9月24日开始发售。</p> \n<p><img src=\"https://static.tigerbbs.com/b411f06b12d3389f607254c992313eb5\"></p> \n<p>苹果秋季新品发布会结束。</p>\n<p>苹果新品国行价格出炉&nbsp;iPhone&nbsp;13系列起售价5199元</p>\n<p>据苹果官网，iPhone&nbsp;13&nbsp;mini国行起售价为5199元，iPhone&nbsp;13起售价为5999元，顶配的iPhone&nbsp;13&nbsp;Pro&nbsp;Max售价为12999元，全系列9月17日起开始预购，9月24日正式发售。新款平板电脑iPad&nbsp;mini起售价为3799元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/13f224bb016b853641f590b6753763d1","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145779507","content_text":"9月15日，苹果公司秋季新品发布会正式开启。\niPad\n发布会上苹果推出新入门级iPad，搭载A13仿生芯片，前置摄像头升级为1200万像素超广角，引入iPad Pro中的人物居中功能；新iPad起售价为329美元；新款iPad今天起接受预购，下周将正式发售，教育优惠价为299美元。\n\niPad mini\n\n苹果发布新款iPad mini，新iPad Mini搭载视网膜显示屏，尺寸延展至8.3英寸；新款iPad Mini在CPU性能上提升40%，在GPU上提升80%；iPad Mini目前配备USB-C接口；新款iPad Mini支持5G；新iPad Mini配备1200万像素、1.8光圈后置摄像头；新iPad Mini同样支持人物居中功能；新iPad Mini起售价为499美元。\n\nApple Watch\n苹果推出下一代Apple Watch，新款Apple Watch 7显示面积比上一代大20%；Apple Watch Series 7电池续航仍为18小时，充电时间缩短32%；新款苹果手表适配目前所有表带；苹果手表Series 7起售价399美元；Apple Watch Series 7将在今年秋末上市。\n\nApple Fitness+服务本秋季将在15个国家新上线；Apple Fitness+新增团体运动功能。\niPhone 13\n苹果正式发布iPhone 13系列手机；iPhone 13将搭载A15仿生芯片，A15为四核处理器；iPhone 13系列手机配备XDR视网膜屏，亮度提升28%；iPhone 13摄影加入“电影模式”，可在拍摄过程中转换焦点；iPhone 13 覆盖更多5G网络，超过200个运营商；iPhone 13电池寿命将比上一代长2.5小时。\n\niPhone 13 Pro\n苹果发布iPhone 13 Pro系列手机；iPhone 13 Pro系列“刘海”面积缩小20%；iPhone 13 Pro系列搭载77mm长焦镜头、1.8光圈和1.5光圈超广角镜头；iPhone 13 Pro系列所有镜头均可使用夜景模式；iPhone 13 Pro Max搭载5核A15处理器；iPhone 13 Pro Max屏幕采用可变刷新率，最高可达120Hz；iPhone 13 Pro电池续航比上代长1.5小时，Pro Max续航比上代长2.5小时；iPhone 13 Pro起售价为999美元，iPhone 13 Pro Max起售价1099美元；iPhone 13 Pro系列将在9月24日开始发售。\n\n苹果秋季新品发布会结束。\n苹果新品国行价格出炉 iPhone 13系列起售价5199元\n据苹果官网，iPhone 13 mini国行起售价为5199元，iPhone 13起售价为5999元，顶配的iPhone 13 Pro Max售价为12999元，全系列9月17日起开始预购，9月24日正式发售。新款平板电脑iPad mini起售价为3799元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892413302,"gmtCreate":1628682588806,"gmtModify":1628682588806,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"不去成都呢？","listText":"不去成都呢？","text":"不去成都呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892413302","repostId":"1149063003","repostType":4,"repost":{"id":"1149063003","pubTimestamp":1628682361,"share":"https://www.laohu8.com/m/news/1149063003?lang=&edition=full","pubTime":"2021-08-11 19:46","market":"hk","language":"zh","title":"武汉市商务局：正积极推进小米造车项目落户武汉","url":"https://stock-news.laohu8.com/highlight/detail?id=1149063003","media":"界面新闻","summary":"近日，武汉市商务局通过“武汉市留言板”渠道回应市民提问时表示，武汉市招商部门前期已与小米公司进行了交流，目前正在与该公司积极对接和推进该项目落户武汉。\n3月30日，小米集团在港交所发布公告称，拟成立一","content":"<div>\n<p>近日，武汉市商务局通过“武汉市留言板”渠道回应市民提问时表示，武汉市招商部门前期已与小米公司进行了交流，目前正在与该公司积极对接和推进该项目落户武汉。\n3月30日，小米集团在港交所发布公告称，拟成立一家全资子公司，负责智能电动汽车业务。小米集团董事长兼CEO雷军也在微博上表示，小米智能电动汽车正式立项。由此，小米正式宣布进军造车领域。\n据公告显示，该小米集团子公司首期投资为100亿元人民币，预计...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1707796371139123488&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n","source":"jm","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\" 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href=https://baijiahao.baidu.com/s?id=1707796371139123488&wfr=spider&for=pc><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，武汉市商务局通过“武汉市留言板”渠道回应市民提问时表示，武汉市招商部门前期已与小米公司进行了交流，目前正在与该公司积极对接和推进该项目落户武汉。\n3月30日，小米集团在港交所发布公告称，拟成立一家全资子公司，负责智能电动汽车业务。小米集团董事长兼CEO雷军也在微博上表示，小米智能电动汽车正式立项。由此，小米正式宣布进军造车领域。\n据公告显示，该小米集团子公司首期投资为100亿元人民币，预计...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1707796371139123488&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6440ed998678ceba7821d81f1812c86f","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://baijiahao.baidu.com/s?id=1707796371139123488&wfr=spider&for=pc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149063003","content_text":"近日，武汉市商务局通过“武汉市留言板”渠道回应市民提问时表示，武汉市招商部门前期已与小米公司进行了交流，目前正在与该公司积极对接和推进该项目落户武汉。\n3月30日，小米集团在港交所发布公告称，拟成立一家全资子公司，负责智能电动汽车业务。小米集团董事长兼CEO雷军也在微博上表示，小米智能电动汽车正式立项。由此，小米正式宣布进军造车领域。\n据公告显示，该小米集团子公司首期投资为100亿元人民币，预计未来10年投资额100亿美元，雷军将兼任智能电动汽车业务的首席执行官。\n而翻看“武汉市留言板”上有关小米的记录可知，自小米正式宣布造车开始，该平台上就已经出现了建议武汉市政府引入小米汽车的声音。4月初，武汉市商务局就曾回复此类市民留言表示，武汉市一直与小米集团合作紧密，自3月30日小米智能汽车业务正式立项后，市商务局领导高度重视，积极开展与小米集团的对接工作。\n随后，武汉经济技术开发区管委会、武汉市江夏区商务局、武汉市蔡甸区等有关部门均对“引入小米造车项目”的留言做出过回应，且都表示出高度重视的态度。\n除武汉外，西安市也对小米造车项目“伸出橄榄枝”。今年4月，西安市投资合作局曾在回应提问时表示，将结合西安市新能源汽车产业发展现状，持续紧密对接“小米造车”项目。此前《未来汽车日报》曾发布消息称，据安徽高新技术产投消息人士等多方独立信源透露，安徽省国资委正在和小米汽车接触，有意将小米汽车引入合肥。\n一时间小米造车落地何处为市场所热议。7月23日，小米公关部总经理王化曾发布微博回应市场消息，有关小米造车未落地北京、上海、武汉的消息均非事实，一切以官方披露信息为准。\n8月10日，针对江淮汽车将为小米造车代工的消息发布澄清公告称，经公司核实，江淮或为小米代工的报道内容不属实。截至目前，公司未与小米就合作造车进行过商议，也未达成任何合作造车的意向。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801972465,"gmtCreate":1627481300157,"gmtModify":1627481300157,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"暴涨了教育","listText":"暴涨了教育","text":"暴涨了教育","images":[{"img":"https://static.tigerbbs.com/38938a8923460e52c85b8a84720bd97e","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801972465","isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":800164980,"gmtCreate":1627287072940,"gmtModify":1627287072940,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"真的刺激，比炒币还猛","listText":"真的刺激，比炒币还猛","text":"真的刺激，比炒币还猛","images":[{"img":"https://static.tigerbbs.com/480f0473253b76d3b3b7e5c4a6a7c88f","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800164980","isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":174710705,"gmtCreate":1627138163307,"gmtModify":1627138163307,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3550036485975250\">@有态度的萌虎</a>:说得似乎很有道理，大多数学校老师不会怎么去努力学习更新换代新知识。还有部分老师课堂不会教很深的知识，宣传在家补课招几个人。还有就是读私立学校教得好，老师工资高竞争大责任心强，学费也高。//<a href=\"https://laohu8.com/U/3550036485975250\">@有态度的萌虎</a>:打击了课外培训的供给端，并没有解决根本问题，学生依然是以分数论成绩，高考依旧没变，需求依然没变，最后的结果就是以后黑培训盛行，市场转入地下混乱不堪","listText":"回复 <a href=\"https://laohu8.com/U/3550036485975250\">@有态度的萌虎</a>:说得似乎很有道理，大多数学校老师不会怎么去努力学习更新换代新知识。还有部分老师课堂不会教很深的知识，宣传在家补课招几个人。还有就是读私立学校教得好，老师工资高竞争大责任心强，学费也高。//<a href=\"https://laohu8.com/U/3550036485975250\">@有态度的萌虎</a>:打击了课外培训的供给端，并没有解决根本问题，学生依然是以分数论成绩，高考依旧没变，需求依然没变，最后的结果就是以后黑培训盛行，市场转入地下混乱不堪","text":"回复 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href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>&nbsp;","text":"大跌下的新东方，危机or机遇？今日午后，港股上市的教育股全线暴跌，新东方港股股持续走低，14点之后，股价开始加速跳水，盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演，中概教育股美股盘前也遭重挫，截至发稿，新东方跌超40%，好未来跌超44%，高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为，国内教育股的逻辑和外部环境已经完全改变，512意见后将不具备任何投资价值，如今来看几乎是一语成谶，只是没想到变化的步伐如此之快。主要原因如图：1.现有学科类统一登记为非盈利机构，这等于是从根上要了目前教育机构的命；2.学科类培训机构一律不准上市融资，排除任何资本化运作，这等于是断了教育机构的财路；3.学科类培训机构备案制改为审批制，这等于是卡住了教育机构的源头。红头文件这三招，招招致命！k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变，整个行业在未来会变相的再次“国有化”以及“非盈利”。总之，所有以教育名义从家长口袋里掏钱，影响社会购买力、增加家长育儿恐惧的教育培训业务，不管k12还是民办大学教育，最终都必然在整顿之列，至少对年年涨学费和大额分红，就不要想了。对高教股，要小心。新政策利空k12、利好高教股高职股的说法，不过是一厢情愿，所有教育股都几乎不可幸免！今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是：危机出现的时候坚决不买出头鸟！类似于目前风口上的$新东方(EDU)$","images":[{"img":"https://static.tigerbbs.com/04a86c07fe42b32b73c202c8e98bf007","width":"1000","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175407610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174391143,"gmtCreate":1627072530582,"gmtModify":1627072530582,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"半夜睡醒看了下","listText":"半夜睡醒看了下","text":"半夜睡醒看了下","images":[{"img":"https://static.tigerbbs.com/f9f0aeaaff671ef71133eeadcc704fff","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174391143","isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":175724652,"gmtCreate":1627049954776,"gmtModify":1627050466279,"author":{"id":"3457656745651347","authorId":"3457656745651347","name":"黑神话财神爷","avatar":"https://static.tigerbbs.com/395d9d65d3ef4abae9398ccc6203432d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457656745651347","idStr":"3457656745651347"},"themes":[],"htmlText":"暴跌。[捂脸]&nbsp;[喷血]&nbsp;","listText":"暴跌。[捂脸]&nbsp;[喷血]&nbsp;","text":"暴跌。[捂脸] 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