漠漠陛下的个人主页 - 老虎社区

漠漠陛下

漠漠陛下

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IP属地：江苏

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2017-08-19

看来不是阿里要回香港，是京东要回大陆了噗

$阿里巴巴(BABA)$ $京东(JD)$ 东锅说全中国只需要一家电商公司word麻麻

看来不是阿里要回香港，是京东要回大陆了噗

2021-01-14

$富智康集团(02038)$不得不说，老虎比隔壁家差得不是一星半点：隔壁搜索富士康，关联股票直接出来了，老虎只有新闻资讯[喷血] 打新比不上隔壁，连股票搜索都不行，真是服气$老虎证券(TIGR)$

2017-08-19

请教各位，老虎的总资产显示有问题吗？

$阿里巴巴(BABA)$ 8月12号夜里买的阿里，然后就没有交易过，为啥总资产曲线图里，18号会掉回起点，新手在这里谢谢大家！

请教各位，老虎的总资产显示有问题吗？

2021-02-11

$泡泡玛特(09992)$换手率超低啊泡泡，都揣着呢[笑哭] [笑哭] [笑哭]

2017-09-09

老虎的盈亏计算是不是有问题啊

$阿里巴巴(BABA)$ 成交价是171为什么盈亏按170算？蟹蟹！新手，没做空过，昨天卖一股试试😂

老虎的盈亏计算是不是有问题啊

2020-11-24

近日， $蛋壳公寓(DNK)$事件引发关注。两年前曾公开预警长租公寓爆仓危机的$我爱我家(000560)$前副总裁胡景晖表示，蛋壳爆仓的根本原因仍是自身商业模式的问题，和庞氏骗局无异，最终很可能是业主租客和第三方租金贷平台承担损失。

2017-08-22

没有补仓的我悲喜交加

$阿里巴巴(BABA)$阿狸你慢些跑～等一等你的股东～😂😂😂

没有补仓的我悲喜交加

2020-11-25

$阿里巴巴-SW(09988)$$网易-S(09999)$$腾讯控股(00700)$同步进货？

2021-03-16

$阿里巴巴-SW(09988)$看到剥离传媒业务的新闻哆哆嗦嗦打开来瞄一眼竟然是红的？！

2020-12-22

天下岂有因党争而辞职之美利坚总统？[笑哭] [笑哭] [捂脸] 那又不是欧洲～米国总统之路可是钱铺出来的路子，拜登想辞他背后的各方利益集团也不能答应啊，何况人家老牌政客，小编想多了[笑哭] [笑哭] [笑哭]

当心！2021年可能飞出这11大“黑天鹅”！

2020-11-26

$阿里巴巴-SW(09988)$ 盲猜一个：今天高不过275，低不过267 [笑哭] [笑哭] [笑哭] [笑哭]

2020-11-19

言之尚早～何况用户数量啦增速啦反映的只是潜在利润空间，能不能等比例兑现还不好说[捂脸] 比如我周围在淘宝上年均消费15万+的比比皆是，但在拼多多上消费总额超10万的活人，我还没遇见过[捂脸]

电商三巨头格局生变：阿里巴巴巨大优势或已不再

2021-02-04

$阿里巴巴-SW(09988)$天将降大任于阿狸小股东也[捂脸] [捂脸] [捂脸] [捂脸]

2021-01-14

$泡泡玛特(09992)$开始发病，哦不发车了咩，小Molly？[笑哭] [笑哭] [笑哭] [捂脸]

2021-01-09

$苹果(AAPL)$苹果跟现代合作造车，我觉得是扯淡！[愤怒] 库克当年连新锐特斯拉都看不上，会倒退到跟现代这种古董车企合作？！[打脸] 苹果一定是自造，并且只要造了就是从形态到功能，都和现有乘用车绝不相融的苹果系的车，方向盘啥的到时候都只是可选配件那种[666] 绝对不可能在只是现有形态上改良！他跟现代合作啥？是图他的发动机，还是图他的车壳子？[笑哭] [笑哭] [笑哭] [捂脸]

2020-12-24

$阿里巴巴(BABA)$完了，稳步下跌[流泪] 礼拜一阿狸港股也不用卖了，直接卸载老虎得嘞[喷血]

2020-12-24

之前不是刚辟谣此$国药股份(600511)$非彼国药嘛？还跌停了两天[笑哭] [笑哭] [笑哭] [捂脸]

国药集团新冠疫苗国内上市申请获受理

2020-12-17

$Palantir Technologies Inc.(PLTR)$既盼它涨📈又想它跌📉[笑哭] [笑哭] [捂脸]

2020-11-26

$阿里巴巴-SW(09988)$不懂就问，这啥意思？左手换右手？

去老虎APP查看更多动态

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[笑哭] [捂脸] 那又不是欧洲～米国总统之路可是钱铺出来的路子，拜登想辞他背后的各方利益集团也不能答应啊，何况人家老牌政客，小编想多了[笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/330570367","repostId":"1121109465","repostType":4,"repost":{"id":"1121109465","pubTimestamp":1608638935,"share":"https://www.laohu8.com/m/news/1121109465?lang=&edition=full","pubTime":"2020-12-22 20:08","market":"us","language":"zh","title":"当心！2021年可能飞出这11大“黑天鹅”！","url":"https://stock-news.laohu8.com/highlight/detail?id=1121109465","media":"汇通网","summary":"2020年，终于要到尾声，这一年突发的疫情，对经济的冲击是极其严重的，同时，叠加市场一些意外的风险事件，比如；美国总统特朗普败选，日本首相安倍晋三意外辞职，国际贸易局势严峻等一系列风险事件，都对金融市","content":"<p>2020年，终于要到尾声，这一年突发的疫情，对经济的冲击是极其严重的，同时，叠加市场一些意外的风险事件，比如；美国总统特朗普败选，日本首相安倍晋三意外辞职，国际贸易局势严峻等一系列风险事件，都对金融市场产生一定程度的影响。而在即将到来的2021年，市场是希望与担忧并存，希望疫苗能快速研发，快速接种，经济复苏，但也担忧将可能发生一些不可预测的风险事件，就一些可能的意外事件提前预测。</p>\n<p><img src=\"https://static.tigerbbs.com/6ff47247c5d8b6f00ad2b392f61934dd\" tg-width=\"747\" tg-height=\"429\"></p>\n<p><b>科技改变办公模式，持续性的远程办公限制工资上涨</b></p>\n<p>2020年，网购、远程会议、远程办公和远程学习等科技改变了事情期间的办公模式和生活方式。到了2021年，这些变化将在多大程度上持续或者迅速恢复到疫情之前，将会逐渐明晰。那些受益于疫情封锁的部分公司，将面对新的挑战。</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>表示：“随着越来越多的企业将其员工迁出昂贵的城市，并相应地调整工资，我们想知道，全球劳动力套利是否会出现在中上层阶级身上：即富人和远程办公的工作者不断储蓄财富，减少消费(每增加收入1美元，仅支出0.52美元)，而低收入的服务业工作者却只能不断支出(即每增加收入1美元，但需支出1.30美元)，而几乎无法得到任何储蓄。”</p>\n<p><b>对僵尸企业的救助限制生产率和GDP增长</b></p>\n<p>在2020年，21万亿美元的全球经济刺激计划已经被证明了是必要的，但这也引发了一个问题：市场上所谓的坏公司也和好公司一样得到了政府的救助。这最终引发的风险不是戏剧性的债务危机，而是对生产率的长期拖累。</p>\n<p>目前约16%的经合组织(OECD)企业已经成为了“僵尸企业”(即即使在反弹时期，这些企业的营收也只能用于弥补负债，而没有足够的资金能用于资本支出)，而能改变这些企业的现状的唯一办法就是增加总需求。</p>\n<p><b>疫苗之争：从艰难研发转到分发问题</b></p>\n<p>随着第一批疫苗的大量供应，全世界的关注重点将从艰难研发到疫苗分发问题上。国家内部与国与国之间，谁先接种疫苗，以及何时接种，疫苗定价等问题将极大地影响全球资本市场情绪。另一个巨大的不确定因素是，最终会有多少人接种疫苗。</p>\n<p><b>美国民主党赢得佐治亚州席位从而获得参议院控制权</b></p>\n<p>2021年1月5日，民主党参议员候选人乔恩·奥索夫(Jon&nbsp;Ossoff)和拉斐尔·沃诺克(Raphael&nbsp;Warnock)将和现任共和党参议员凯利·莱弗勒(Kelly&nbsp;Loeffler)和戴维·珀杜(David&nbsp;Perdue)争夺佐治亚州参议员席位。</p>\n<p>到目前为止，共和党在参议院拥有50-48的多数席位。这意味着佐治亚州的最后两个参议员席位的竞选结果将决定参议院控制权的归属。如果民主党候选人能够赢得这剩下的两个席位，参议院两党席位将变为50-50的局面。根据美国法律，届时将由获选美国新任副总统哈里斯担任参议院议长，从而为民主党赢得参议院控制权，民主党将启动加税和技术行业监管改革的立法议程，这将导致科技股大幅下挫，国债发行隐忧推动收益率大幅飙升。</p>\n<p><b>两党联合的产业政策繁荣</b></p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>虽然预计，未来美国两党出现僵局的情况和最终定下紧缩政策的可能性较大，但仍然希望两党能达成和解。因为该行认为，美国目前迫切需要重建其传统基础设施，改善数字基础设施，并支持增长型产业的发展。</p>\n<p>而对于建设资金方面，定价高于美国国债且仅向美国公民发行的建设美国债券也明显具备更大的吸引力。</p>\n<p><b>新兴市场债务违约和主权评级下调</b></p>\n<p>公司债违约慢慢出现，随后波及到国有实体，进而导致大面积评级下调。这将导致新兴市场股市在二季度前下跌30%，并创出2013年以来最差年度表现。</p>\n<p><b>欧洲财政刺激希望破灭</b></p>\n<p>在零利率及资产负债表规模与GDP比例逼近100%水平的情况下，欧洲央行支持经济复苏的能力日益受到削弱，或令欧元兑美元汇率在2021年年中前跌至1.06。</p>\n<p><b>美国财政部放弃强势美元政策</b></p>\n<p>如果美国国会不能就财政刺激计划达成一致，新任财长耶伦或将通过压低美元汇率来缓解金融状况，从而导致美元暴跌15%。</p>\n<p><b>货币和财政刺激推动百年来最强劲复苏，OPEC分裂</b></p>\n<p>为填补财政漏洞，原油出口国放弃供应配额，致使OPEC合作瓦解，从而导致油价再次跌回每桶20美元。货币和财政刺激推动百年来最强劲复苏，迫切期望从实物资产中获利的投资者和交易员将越来越多的资金投向诸如铜这样的大宗市场，从而引发铜价飙升50%。</p>\n<p><b>美国总统拜登辞职</b></p>\n<p>因不能弥合两党分歧，且面临越来越大的抗议和社会动荡压力，拜登辞去总统之职，由副总统哈里斯接任。这将导致美股大幅回调，信贷利差扩大，美元加速贬值。</p>\n<p><b>疫情影响下，世界或依然不自由</b></p>\n<p>预计旅游业将继续萎缩并且改变形态，国内旅游居多。航空公司、连锁酒店和飞机制造商的困境依旧难以解除。一些对留学生依赖较大的大学也将面临经营困境，文化交流更是将继续受到影响。</p>","source":"HTW","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n当心！2021年可能飞出这11大“黑天鹅”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-22 20:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx678.com/202012192241192461.shtml><strong>汇通网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年，终于要到尾声，这一年突发的疫情，对经济的冲击是极其严重的，同时，叠加市场一些意外的风险事件，比如；美国总统特朗普败选，日本首相安倍晋三意外辞职，国际贸易局势严峻等一系列风险事件，都对金融市场产生一定程度的影响。而在即将到来的2021年，市场是希望与担忧并存，希望疫苗能快速研发，快速接种，经济复苏，但也担忧将可能发生一些不可预测的风险事件，就一些可能的意外事件提前预测。\n\n科技改变办公...</p>\n\n<a href=\"https://news.fx678.com/202012192241192461.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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{},"source_url":"https://news.fx678.com/202012192241192461.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121109465","content_text":"2020年，终于要到尾声，这一年突发的疫情，对经济的冲击是极其严重的，同时，叠加市场一些意外的风险事件，比如；美国总统特朗普败选，日本首相安倍晋三意外辞职，国际贸易局势严峻等一系列风险事件，都对金融市场产生一定程度的影响。而在即将到来的2021年，市场是希望与担忧并存，希望疫苗能快速研发，快速接种，经济复苏，但也担忧将可能发生一些不可预测的风险事件，就一些可能的意外事件提前预测。\n\n科技改变办公模式，持续性的远程办公限制工资上涨\n2020年，网购、远程会议、远程办公和远程学习等科技改变了事情期间的办公模式和生活方式。到了2021年，这些变化将在多大程度上持续或者迅速恢复到疫情之前，将会逐渐明晰。那些受益于疫情封锁的部分公司，将面对新的挑战。\n美国银行表示：“随着越来越多的企业将其员工迁出昂贵的城市，并相应地调整工资，我们想知道，全球劳动力套利是否会出现在中上层阶级身上：即富人和远程办公的工作者不断储蓄财富，减少消费(每增加收入1美元，仅支出0.52美元)，而低收入的服务业工作者却只能不断支出(即每增加收入1美元，但需支出1.30美元)，而几乎无法得到任何储蓄。”\n对僵尸企业的救助限制生产率和GDP增长\n在2020年，21万亿美元的全球经济刺激计划已经被证明了是必要的，但这也引发了一个问题：市场上所谓的坏公司也和好公司一样得到了政府的救助。这最终引发的风险不是戏剧性的债务危机，而是对生产率的长期拖累。\n目前约16%的经合组织(OECD)企业已经成为了“僵尸企业”(即即使在反弹时期，这些企业的营收也只能用于弥补负债，而没有足够的资金能用于资本支出)，而能改变这些企业的现状的唯一办法就是增加总需求。\n疫苗之争：从艰难研发转到分发问题\n随着第一批疫苗的大量供应，全世界的关注重点将从艰难研发到疫苗分发问题上。国家内部与国与国之间，谁先接种疫苗，以及何时接种，疫苗定价等问题将极大地影响全球资本市场情绪。另一个巨大的不确定因素是，最终会有多少人接种疫苗。\n美国民主党赢得佐治亚州席位从而获得参议院控制权\n2021年1月5日，民主党参议员候选人乔恩·奥索夫(Jon Ossoff)和拉斐尔·沃诺克(Raphael Warnock)将和现任共和党参议员凯利·莱弗勒(Kelly Loeffler)和戴维·珀杜(David Perdue)争夺佐治亚州参议员席位。\n到目前为止，共和党在参议院拥有50-48的多数席位。这意味着佐治亚州的最后两个参议员席位的竞选结果将决定参议院控制权的归属。如果民主党候选人能够赢得这剩下的两个席位，参议院两党席位将变为50-50的局面。根据美国法律，届时将由获选美国新任副总统哈里斯担任参议院议长，从而为民主党赢得参议院控制权，民主党将启动加税和技术行业监管改革的立法议程，这将导致科技股大幅下挫，国债发行隐忧推动收益率大幅飙升。\n两党联合的产业政策繁荣\n美国银行虽然预计，未来美国两党出现僵局的情况和最终定下紧缩政策的可能性较大，但仍然希望两党能达成和解。因为该行认为，美国目前迫切需要重建其传统基础设施，改善数字基础设施，并支持增长型产业的发展。\n而对于建设资金方面，定价高于美国国债且仅向美国公民发行的建设美国债券也明显具备更大的吸引力。\n新兴市场债务违约和主权评级下调\n公司债违约慢慢出现，随后波及到国有实体，进而导致大面积评级下调。这将导致新兴市场股市在二季度前下跌30%，并创出2013年以来最差年度表现。\n欧洲财政刺激希望破灭\n在零利率及资产负债表规模与GDP比例逼近100%水平的情况下，欧洲央行支持经济复苏的能力日益受到削弱，或令欧元兑美元汇率在2021年年中前跌至1.06。\n美国财政部放弃强势美元政策\n如果美国国会不能就财政刺激计划达成一致，新任财长耶伦或将通过压低美元汇率来缓解金融状况，从而导致美元暴跌15%。\n货币和财政刺激推动百年来最强劲复苏，OPEC分裂\n为填补财政漏洞，原油出口国放弃供应配额，致使OPEC合作瓦解，从而导致油价再次跌回每桶20美元。货币和财政刺激推动百年来最强劲复苏，迫切期望从实物资产中获利的投资者和交易员将越来越多的资金投向诸如铜这样的大宗市场，从而引发铜价飙升50%。\n美国总统拜登辞职\n因不能弥合两党分歧，且面临越来越大的抗议和社会动荡压力，拜登辞去总统之职，由副总统哈里斯接任。这将导致美股大幅回调，信贷利差扩大，美元加速贬值。\n疫情影响下，世界或依然不自由\n预计旅游业将继续萎缩并且改变形态，国内旅游居多。航空公司、连锁酒店和飞机制造商的困境依旧难以解除。一些对留学生依赖较大的大学也将面临经营困境，文化交流更是将继续受到影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393414207,"gmtCreate":1606354143709,"gmtModify":1703842775442,"author":{"id":"3458465055167046","authorId":"3458465055167046","name":"漠漠陛下","avatar":"https://static.laohu8.com/0752ce167aa1c383adadf1c95f6b4dac","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 盲猜一个：今天高不过275，低不过267 &nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 盲猜一个：今天高不过275，低不过267 &nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;","text":"$阿里巴巴-SW(09988)$ 盲猜一个：今天高不过275，低不过267 [笑哭] [笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393414207","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390243151,"gmtCreate":1605801277873,"gmtModify":1703839779571,"author":{"id":"3458465055167046","authorId":"3458465055167046","name":"漠漠陛下","avatar":"https://static.laohu8.com/0752ce167aa1c383adadf1c95f6b4dac","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"言之尚早～何况用户数量啦增速啦反映的只是潜在利润空间，能不能等比例兑现还不好说[捂脸]&nbsp;比如我周围在淘宝上年均消费15万+的比比皆是，但在拼多多上消费总额超10万的活人，我还没遇见过[捂脸]&nbsp;","listText":"言之尚早～何况用户数量啦增速啦反映的只是潜在利润空间，能不能等比例兑现还不好说[捂脸]&nbsp;比如我周围在淘宝上年均消费15万+的比比皆是，但在拼多多上消费总额超10万的活人，我还没遇见过[捂脸]&nbsp;","text":"言之尚早～何况用户数量啦增速啦反映的只是潜在利润空间，能不能等比例兑现还不好说[捂脸] 比如我周围在淘宝上年均消费15万+的比比皆是，但在拼多多上消费总额超10万的活人，我还没遇见过[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390243151","repostId":"2084443899","repostType":2,"repost":{"id":"2084443899","pubTimestamp":1605685119,"share":"https://www.laohu8.com/m/news/2084443899?lang=&edition=full","pubTime":"2020-11-18 15:38","market":"us","language":"zh","title":"电商三巨头格局生变：阿里巴巴巨大优势或已不再","url":"https://stock-news.laohu8.com/highlight/detail?id=2084443899","media":"炣燃科技","summary":"日前，电商三巨头阿里、京东与拼多多Q3财报发布。","content":"<p>炣燃科技10月17日讯（宏斌）日前，电商三巨头阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>Q3财报发布。</p><p><b>从财报上看，三大巨头之间竞争态势似乎已发生变化。</b></p><p>一直以来，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>一直有着巨大的优势。尽管是竞争对手，但多年来阿里如同一座不可逾越的高山，京东跟随，拼多多追赶，如今，阿里巴巴的巨大优势或在逐渐消失。</p><p><b>营收方面，在三大巨头中，依旧是京东、阿里巴巴两强格局占主体。</b></p><p>具体来看，阿里巴巴和京东的营收规模早已是千亿级别，甚至在冲击2000亿大关，而拼多多仅仅维系在百亿左右，短时间无法在规模上和阿里、京东并驾齐驱。</p><p>但并意味着拼多多被压制。11月12日，拼多多发布第三季度财报，第三季度营收超142亿元，同比增长89%。</p><p>在用户增长层面，拼多多APP的平均月活用户数已达6.434亿，单季度增长了7460万，较去年同期增长50%。也即是说，拼多多在三巨头中成长是最快的。</p><p>但随着规模的逐步提升，增速也降至了100%以内。尽管如此，纵向比较依然很惊人。2019年同期，拼多多的用户是5.363亿，但截止今年9月底，拼多多平台年活跃买家数已高达7.313亿，相当于半个中国都在使用拼多多。</p><p><b>换句话说：仅一年时间，拼多多就新增了1.95亿用户。</b></p><p><b>按照这个发展势头，用不了太久，拼多多就可以超过阿里的用户体量。</b></p><p>不过，阿里巴巴，依然是最强大的。三家巨头中，阿里巴巴是最多元化的企业，这或许是当互联网人口红利逐步触及天花板的大背景下，利好阿里巴巴的一点。</p><p>今年第三季度，阿里来自核心电商的收入占比降到了85%以下，而云计算占比则达到了9.61%。</p><p>更重要的是，今年第三季度，阿里巴巴云计算业务的营收达到148.99亿元，同比增长60%，这样的增速是惊人的。</p><p>京东也在调整业务线。分析显示，来自商品收入的部分占到京东整体的83.9%，物流收入占比则达到了7.34%，去年同期则仅为4.45%。</p><p>与此同时，京东的新增用户也在高速增长。财报显示，截至2020年9月30日，京东过去12个月的活跃购买用户数达到4.416亿，同比增长32.1%，增速创下过去三年来的新高，一年净增了1亿多活跃用户。其中，近80%新增活跃用户来自于下沉新兴市场。</p><p>新兴市场已经成为三巨头新战场。很显然，谁拥有更多的用户谁就可能占据更大的市场。即使在净利润上阿里保持领先，京东位于第二，拼多多才首次实现盈利，但未来阿里巴巴一家独大的电商格局，必然会受到重大冲击。</p><p>对比过去连续十二个季度的用户增长数据后，三季度阿里的移动月活用户增长几乎陷入了停滞状态，过去三年里，阿里每个季度的用户增长量除了2018年第二季度外，都维持在2000万以。但是本季度，这个数字直接掉到了700万。</p><p><b>阿里感到的危险，特别是下沉市场的争夺。</b></p><p>在此之前，阿里巴巴是瞧不上这一“低端市场”，但随着市场需求不断被释放，市场规模越来越聚集，阿里推出了淘宝特价版，意图抢回这一领域。</p><p>淘宝特价版上线仅半年，就积累7000万月活跃用户。但这一领域早已是拼多多天下。在拼多度与新兴电商的夹击下，刚刚踏入这一领地的阿里想分得一杯羹，似乎并不容易。</p>","source":"lsy1605684985987","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n电商三巨头格局生变：阿里巴巴巨大优势或已不再\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-18 15:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.kerankj.com/page/6368-65.html><strong>炣燃科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炣燃科技10月17日讯（宏斌）日前，电商三巨头阿里、京东与拼多多Q3财报发布。从财报上看，三大巨头之间竞争态势似乎已发生变化。一直以来，阿里巴巴一直有着巨大的优势。尽管是竞争对手，但多年来阿里如同一座不可逾越的高山，京东跟随，拼多多追赶，如今，阿里巴巴的巨大优势或在逐渐消失。营收方面，在三大巨头中，依旧是京东、阿里巴巴两强格局占主体。具体来看，阿里巴巴和京东的营收规模早已是千亿级别，甚至在冲击...</p>\n\n<a href=\"https://www.kerankj.com/page/6368-65.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/a746c3cafcd9060e2314117d8d1f547c","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴","JD":"京东"},"source_url":"https://www.kerankj.com/page/6368-65.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084443899","content_text":"炣燃科技10月17日讯（宏斌）日前，电商三巨头阿里、京东与拼多多Q3财报发布。从财报上看，三大巨头之间竞争态势似乎已发生变化。一直以来，阿里巴巴一直有着巨大的优势。尽管是竞争对手，但多年来阿里如同一座不可逾越的高山，京东跟随，拼多多追赶，如今，阿里巴巴的巨大优势或在逐渐消失。营收方面，在三大巨头中，依旧是京东、阿里巴巴两强格局占主体。具体来看，阿里巴巴和京东的营收规模早已是千亿级别，甚至在冲击2000亿大关，而拼多多仅仅维系在百亿左右，短时间无法在规模上和阿里、京东并驾齐驱。但并意味着拼多多被压制。11月12日，拼多多发布第三季度财报，第三季度营收超142亿元，同比增长89%。在用户增长层面，拼多多APP的平均月活用户数已达6.434亿，单季度增长了7460万，较去年同期增长50%。也即是说，拼多多在三巨头中成长是最快的。但随着规模的逐步提升，增速也降至了100%以内。尽管如此，纵向比较依然很惊人。2019年同期，拼多多的用户是5.363亿，但截止今年9月底，拼多多平台年活跃买家数已高达7.313亿，相当于半个中国都在使用拼多多。换句话说：仅一年时间，拼多多就新增了1.95亿用户。按照这个发展势头，用不了太久，拼多多就可以超过阿里的用户体量。不过，阿里巴巴，依然是最强大的。三家巨头中，阿里巴巴是最多元化的企业，这或许是当互联网人口红利逐步触及天花板的大背景下，利好阿里巴巴的一点。今年第三季度，阿里来自核心电商的收入占比降到了85%以下，而云计算占比则达到了9.61%。更重要的是，今年第三季度，阿里巴巴云计算业务的营收达到148.99亿元，同比增长60%，这样的增速是惊人的。京东也在调整业务线。分析显示，来自商品收入的部分占到京东整体的83.9%，物流收入占比则达到了7.34%，去年同期则仅为4.45%。与此同时，京东的新增用户也在高速增长。财报显示，截至2020年9月30日，京东过去12个月的活跃购买用户数达到4.416亿，同比增长32.1%，增速创下过去三年来的新高，一年净增了1亿多活跃用户。其中，近80%新增活跃用户来自于下沉新兴市场。新兴市场已经成为三巨头新战场。很显然，谁拥有更多的用户谁就可能占据更大的市场。即使在净利润上阿里保持领先，京东位于第二，拼多多才首次实现盈利，但未来阿里巴巴一家独大的电商格局，必然会受到重大冲击。对比过去连续十二个季度的用户增长数据后，三季度阿里的移动月活用户增长几乎陷入了停滞状态，过去三年里，阿里每个季度的用户增长量除了2018年第二季度外，都维持在2000万以。但是本季度，这个数字直接掉到了700万。阿里感到的危险，特别是下沉市场的争夺。在此之前，阿里巴巴是瞧不上这一“低端市场”，但随着市场需求不断被释放，市场规模越来越聚集，阿里推出了淘宝特价版，意图抢回这一领域。淘宝特价版上线仅半年，就积累7000万月活跃用户。但这一领域早已是拼多多天下。在拼多度与新兴电商的夹击下，刚刚踏入这一领地的阿里想分得一杯羹，似乎并不容易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317979798,"gmtCreate":1612411667614,"gmtModify":1703761476427,"author":{"id":"3458465055167046","authorId":"3458465055167046","name":"漠漠陛下","avatar":"https://static.laohu8.com/0752ce167aa1c383adadf1c95f6b4dac","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国药集团新冠疫苗国内上市申请获受理\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\">2020-12-24 13:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月24日讯，国家药监局药审中心（ CDE ）显示，国药集团北京生物制品研究所的新型冠状病毒肺炎灭活疫苗（Vero 细胞）上市申请已获 CDE 受理。</p><p><img src=\"https://static.tigerbbs.com/88084ac80035dbf8400eb3b81a7c1838\" tg-width=\"700\" tg-height=\"117\"></p><p>受此消息影响，<a href=\"https://laohu8.com/S/600511\">国药股份</a>直线拉升涨超6%。</p><p><img src=\"https://static.tigerbbs.com/627c33517aab3c33464e2d5f0092e4a0\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e559c5a8390713a5a8d4b07a2667368d","relate_stocks":{"600511":"国药股份"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110370330","content_text":"12月24日讯，国家药监局药审中心（ CDE ）显示，国药集团北京生物制品研究所的新型冠状病毒肺炎灭活疫苗（Vero 细胞）上市申请已获 CDE 受理。受此消息影响，国药股份直线拉升涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517624855774164","authorId":"3517624855774164","name":"nomore","avatar":"https://static.tigerbbs.com/fbff740ab1c9eecde7389e74af95baac","crmLevel":2,"crmLevelSwitch":0},"content":"拉升套人呗","text":"拉升套人呗","html":"拉升套人呗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397891661,"gmtCreate":1608217351453,"gmtModify":1703851859870,"author":{"id":"3458465055167046","authorId":"3458465055167046","name":"漠漠陛下","avatar":"https://static.laohu8.com/0752ce167aa1c383adadf1c95f6b4dac","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>既盼它涨📈又想它跌📉[笑哭]&nbsp;[笑哭]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>既盼它涨📈又想它跌📉[笑哭]&nbsp;[笑哭]&nbsp;[捂脸]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$既盼它涨📈又想它跌📉[笑哭] [笑哭] [捂脸]","images":[{"img":"https://static.tigerbbs.com/753feed6badf6cfcfda298393d11dabf","width":"414","height":"291"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397891661","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":393735025,"gmtCreate":1606378165867,"gmtModify":1703842900390,"author":{"id":"3458465055167046","authorId":"3458465055167046","name":"漠漠陛下","avatar":"https://static.laohu8.com/0752ce167aa1c383adadf1c95f6b4dac","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>不懂就问，这啥意思？左手换右手？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>不懂就问，这啥意思？左手换右手？","text":"$阿里巴巴-SW(09988)$不懂就问，这啥意思？左手换右手？","images":[{"img":"https://static.tigerbbs.com/78bf00179d29325a768928d24e21b5ce","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393735025","isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0}],"lives":[]}