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热门
打酱油
2021-10-07
$莱德尔(LDL)$
为撒子退市了[喷血]
打酱油
2021-05-23
$唯品会(VIPS)$
这票不管从日线,周线,月线看,都是要起飞的节奏[贱笑]
打酱油
2021-02-05
$GME 20210205 300.0 CALL(GME)$
舌头硬[得意]
打酱油
2021-02-05
$游戏驿站(GME)$
刀口上舔血,裸卖今天到期的200行权call[贱笑]
打酱油
2021-02-02
$游戏驿站(GME)$
拿了一周,幸好没割[捂脸]
打酱油
2021-01-29
$游戏驿站(GME)$
结果果然是一地鸡毛,精彩精彩🌚
打酱油
2021-01-27
$游戏驿站(GME)$
停牌了?
打酱油
2021-01-27
$游戏驿站(GME)$
已挂50平仓[贱笑]
打酱油
2021-01-06
为啥我的账号所有股票都显示不能做空了呢?求高人指点[捂脸]
打酱油
2020-12-06
看好当天跌4.44%,真讽刺[无语]
瑞银看好陆金所(NYSE:LU)表现,给予买入评级,目标价20美元
打酱油
2020-11-13
$唯品会(VIPS)$
本来想按0.05平仓的,结果手一抖没了150刀[喷血]
打酱油
2020-10-07
$纳指ETF(QQQ)$
什么情况?
打酱油
2020-09-14
$美光科技(MU)$
一波操作猛如虎[贱笑]
打酱油
2020-09-03
$美光科技(MU)$
满血复活[贱笑]
打酱油
2020-08-18
$美光科技(MU)$
垃圾中的垃圾[黑眼圈]
打酱油
2020-08-13
$美光科技(MU)$
是有什么利好吗?
打酱油
2020-08-11
坐看打脸[开心]
承包《三十而已》主角衣橱,连“浪姐”也不放过,“豪横”背后他有多焦虑?
打酱油
2020-06-26
$美光科技(MU)$
有什么利好么?[惊吓]
打酱油
2020-06-16
$跟谁学(GSX)$
什么情况?
打酱油
2020-06-10
$特斯拉(TSLA)$
这是有什么利好吗?
去老虎APP查看更多动态
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","text":"$游戏驿站(GME)$已挂50平仓[贱笑]","images":[{"img":"https://static.tigerbbs.com/b2bcbaa0a3e5909a2f0c6ebb8b67616d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/313474609","isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338867691,"gmtCreate":1609865916913,"gmtModify":1703741037930,"author":{"id":"3458475837029116","authorId":"3458475837029116","authorIdStr":"3458475837029116","name":"打酱油","avatar":"https://static.tigerbbs.com/1320242e63f049b6842de96161ab7c82","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为啥我的账号所有股票都显示不能做空了呢?求高人指点[捂脸] ","listText":"为啥我的账号所有股票都显示不能做空了呢?求高人指点[捂脸] ","text":"为啥我的账号所有股票都显示不能做空了呢?求高人指点[捂脸]","images":[{"img":"https://static.tigerbbs.com/0ecd72135f1b114291c1fc7520865311","width":"1080","height":"2580"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338867691","isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":396497373,"gmtCreate":1607245847192,"gmtModify":1703846870926,"author":{"id":"3458475837029116","authorId":"3458475837029116","authorIdStr":"3458475837029116","name":"打酱油","avatar":"https://static.tigerbbs.com/1320242e63f049b6842de96161ab7c82","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看好当天跌4.44%,真讽刺[无语] ","listText":"看好当天跌4.44%,真讽刺[无语] ","text":"看好当天跌4.44%,真讽刺[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396497373","repostId":"2088308291","repostType":2,"repost":{"id":"2088308291","weMediaInfo":{"introduction":"腾讯公司唯一官方帐号。","home_visible":0,"media_name":"腾讯","id":"1084790585","head_image":"https://static.tigerbbs.com/a522d48c5b404f518e0e60bb2a7f1ed7"},"pubTimestamp":1606994438,"share":"https://www.laohu8.com/m/news/2088308291?lang=&edition=full","pubTime":"2020-12-03 19:20","market":"us","language":"zh","title":"瑞银看好陆金所(NYSE:LU)表现,给予买入评级,目标价20美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2088308291","media":"腾讯","summary":"瑞银看好陆金所表现,给予买入评级,目标价20美元日前,国际投行瑞银对外发布报告,表示认可陆金所业绩表现和风控管理能力,给予陆金所买入评级,目标价20美元/ADS。瑞银认为陆金所利用平安生态支撑,聚焦小微企业中等规模贷款市场,填补了未被银行和蚂蚁满足的细分市场,与竞争激烈的消费信贷市场相比,这一市场进入门槛较高。同时瑞银指出疫情后陆金所的风险指标迅速恢复,展现出了其优秀的风险管理能力。","content":"<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>看好<a href=\"https://laohu8.com/S/LU\">陆金所</a>(NYSE:LU)表现,给予买入评级,目标价20美元</p><p>日前,国际投行瑞银对外发布报告,表示认可陆金所业绩表现和风控管理能力,给予陆金所(NYSE:LU)买入评级,目标价20美元/ADS。</p><p>瑞银认为陆金所利用平安生态支撑,聚焦小微企业中等规模贷款市场,填补了未被银行和蚂蚁满足的细分市场,与竞争激烈的消费信贷市场相比,这一市场进入门槛较高。同时瑞银指出疫情后陆金所的风险指标迅速恢复,展现出了其优秀的风险管理能力。</p><p>在未来发展预测上,瑞银表示中国的长尾小微信贷市场仍然存在巨大需求,陆金所的贷款总量在2020-24年仍将维持增长,预计获得17%的复合年均增长率,并指出,鉴于陆金所强大的自有线下销售渠道、与平安集团的交叉销售契机、平安生态数据以及强大的技术能力,陆金所专注长尾小微信贷市场的独特定位。(责任编辑:冉笑宇 )</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>瑞银看好陆金所(NYSE:LU)表现,给予买入评级,目标价20美元</title>\n<style 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href=\"https://laohu8.com/S/LU\">陆金所</a>(NYSE:LU)表现,给予买入评级,目标价20美元</p><p>日前,国际投行瑞银对外发布报告,表示认可陆金所业绩表现和风控管理能力,给予陆金所(NYSE:LU)买入评级,目标价20美元/ADS。</p><p>瑞银认为陆金所利用平安生态支撑,聚焦小微企业中等规模贷款市场,填补了未被银行和蚂蚁满足的细分市场,与竞争激烈的消费信贷市场相比,这一市场进入门槛较高。同时瑞银指出疫情后陆金所的风险指标迅速恢复,展现出了其优秀的风险管理能力。</p><p>在未来发展预测上,瑞银表示中国的长尾小微信贷市场仍然存在巨大需求,陆金所的贷款总量在2020-24年仍将维持增长,预计获得17%的复合年均增长率,并指出,鉴于陆金所强大的自有线下销售渠道、与平安集团的交叉销售契机、平安生态数据以及强大的技术能力,陆金所专注长尾小微信贷市场的独特定位。(责任编辑:冉笑宇 )</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5d015cecb7c07cac91ad41d21b12463","relate_stocks":{"LU":"陆金所"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2088308291","content_text":"瑞银看好陆金所(NYSE:LU)表现,给予买入评级,目标价20美元日前,国际投行瑞银对外发布报告,表示认可陆金所业绩表现和风控管理能力,给予陆金所(NYSE:LU)买入评级,目标价20美元/ADS。瑞银认为陆金所利用平安生态支撑,聚焦小微企业中等规模贷款市场,填补了未被银行和蚂蚁满足的细分市场,与竞争激烈的消费信贷市场相比,这一市场进入门槛较高。同时瑞银指出疫情后陆金所的风险指标迅速恢复,展现出了其优秀的风险管理能力。在未来发展预测上,瑞银表示中国的长尾小微信贷市场仍然存在巨大需求,陆金所的贷款总量在2020-24年仍将维持增长,预计获得17%的复合年均增长率,并指出,鉴于陆金所强大的自有线下销售渠道、与平安集团的交叉销售契机、平安生态数据以及强大的技术能力,陆金所专注长尾小微信贷市场的独特定位。(责任编辑:冉笑宇 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","listText":"坐看打脸[开心] ","text":"坐看打脸[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944739530","repostId":"2058534218","repostType":2,"repost":{"id":"2058534218","pubTimestamp":1597032036,"share":"https://www.laohu8.com/m/news/2058534218?lang=&edition=full","pubTime":"2020-08-10 12:00","market":"us","language":"zh","title":"承包《三十而已》主角衣橱,连“浪姐”也不放过,“豪横”背后他有多焦虑?","url":"https://stock-news.laohu8.com/highlight/detail?id=2058534218","media":"天下网商","summary":"原标题:承包《三十而已》主角衣橱,连“浪姐”也不放过,“豪横”背后他有多焦虑? 来源:天下网商你真的相信“姐姐”们在这里买衣服吗?天下网商记者章航英最近,《三十而已》、《二十不惑》、《乘风破浪的姐姐们","content":"<html><body><p>原标题:承包《三十而已》主角衣橱,连“浪姐”也不放过,“豪横”背后他有多焦虑? 来源:天下网商</p><div><img src=\"http://k.sinaimg.cn/n/spider2020810/104/w1080h624/20200810/a613-ixreehn3806456.png/w720fin.jpg\"/></div><p>你真的相信“姐姐”们在这里买衣服吗?</p><p><font>天下网商记者章航英</font></p><p>最近,《三十而已》、《二十不惑》、《乘风破浪的姐姐们》轮番上热搜。如今的电视屏幕,似乎已经被“姐姐妹妹”承包了。</p><p>而承包剧中女主角衣橱的,是<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>。</p><p>事实上,唯品会热衷广告植入已久,甚至因为植入太多遭到网友吐槽:为啥每部剧的女生都非得在唯品会上买衣服?</p><p>大幅烧钱砸烧广告的背后,是唯品会的扩张欲望,更是新客增长焦虑。</p><p>这家成立于2008年的垂直电商,靠卖库存闯出一条道。但自2016年开始,它的月活用户遭遇瓶颈,时涨时跌,每个季度都是过山车。今年一季度,唯品会活跃用户为2960万人,去年同期则为2970万人——降了10万。</p><p>而它面临的危险,或许还在后头。</p><p><font>唯品会的得与失</font></p><p>唯品会最近似乎有着不错的成绩。</p><p>2020年第一季度财报显示,唯品会第一季度净营收188亿元人民币,GMV289亿元人民币,并实现连续30个季度盈利。</p><p>但另一组数据隐藏着它面临的危险:一季度营收和净利润双双下降,其中营收同比下降11.85%,净利润6.85亿元,同比下降21.44%。</p><p>更令它焦虑的一个指标是月活用户。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020810/449/w797h452/20200810/a3c6-ixreehn3806454.png/w720fin.jpg\"/></div><p>2016年Q3至2020年Q1这期间,唯品会月活用户从2080万一度涨至3860万,随即大滑坡到了2960万。即便2017年<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>投资,并给予微信、京东手机APP主界面入口持续引流新客后,唯品会的用户涨幅依旧曲折。</p><p>过去一年,唯品会的月活跃用户不增反减。2020年Q1,其月活跃用户同比减少10万。</p><p>而淘宝天猫2020年Q1的月活跃用户数已达8.46亿,同比增长1.25亿;<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和京东的月活跃用户同比也有显著增长。</p><p>在综艺、电视剧上砸下了狠钱,唯品会为什么还是没维持住用户增长这个底盘,甚至很难将月度活跃用户稳定在3000万以上?</p><p>这得从它的内核说起。</p><p><font>赚钱的逻辑:中间商赚差价</font></p><p>2007年,温州人沈亚还在做手机配件生意。一天,他看到妻子正在国外某名品折扣网上抢购打折的大牌包包,顿时嗅到了商机。第二年,唯品会成立。仅4年后,唯品会就实现盈利,并于同年在美上市。</p><p>选择做女人的生意,站在消费链的顶端,这是其一。第二,做名品,这是任何一个地方的消费者都会有的需求。再次,主要做服饰特卖,毛利率远远高于综合类电商,唯品会多年毛利率高于20%。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020810/450/w749h501/20200810/cbd1-ixreehn3806501.png/w720fin.jpg\"/></div><p>而这个过程中,唯品会事实上触到了尤其以服饰品类为主的消费品牌的最大痛点——库存。</p><p>受消费趋势变化及反应链路影响,一般服饰企业的库存天数都在100天以上,不少服装企业都被库存这一稻草压死。唯品会则提供了一个平台让品牌专门处理尾货,快速周转,解决了不少企业的麻烦。</p><p>唯品会每天早上10点和晚上8点准时上线正品品牌特卖,以低至1折的折扣实行3天限时抢购,营造一种消费的“冲动和兴奋”感。</p><p>作为“中间商”,唯品会主要“赚差价”。为了获得更多的获利空间,唯品会需要不断扩大规模,这却成了它怎么都迈不过的坎。</p><p><font>关于破茧的尝试</font></p><p>库存是保护壳,也是自缚的茧。</p><p>唯品会知道,要扩大规模,就必须冲破这个茧,于是尝试成为一家综合电商。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020810/62/w1080h582/20200810/a40b-ixreehn3806506.png/w720fin.jpg\"/></div><p>2014年,唯品会以1.125亿美元的价格,收购主持人李静创立的乐蜂网75%股权,尝试拓展美妆品类。之后又发展金融和物流产品,希望三驾马车齐驱。紧接着,它又推出“章鱼掌柜”,这是一个基于微信生态、以海外华人为目标用户、采取社交分佣玩法的电商项目。</p><p>这一系列举措都代表着唯品会的雄心,但最终都以失败告终。</p><p>章鱼掌柜被关停,乐蜂网停止运营,金融和物流业务也坎坷不断。</p><p>去年,唯品会将旗下自有物流体系品骏快递卖了,转而改用顺丰寄件。与此同时,唯品会旗下的金融产品也不断陷入停用风波。</p><p>无奈之下,唯品会董事长兼CEO沈亚表示:“唯品会回归‘特卖’战略,要做自己擅长的事。”</p><p>唯品会越来越成为一个纯粹的”特卖专业户”,今年一季度,唯品会特卖收入17.9亿元,占总营收95%以上。但如今,特卖的阵地也岌岌可危。</p><p><font>主阵地危险了</font></p><p>唯品会的危险来自于时代和对手两方面。</p><p>疫情下,人们捂紧口袋,缩减开支,这对唯品会自然是个利好。唯品会预计,随着疫情期间品牌商累计的库存尾货增加,库存积压释放的红利或将释放到年底,带给唯品会短期内的增长。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020810/498/w800h498/20200810/3d43-ixreehn3806581.png/w720fin.jpg\"/></div><p>但疫情终将过去,消费升级的大趋势不会改变。唯品会回归“特卖”,未来消费者却不一定愿意为“库存货”买单。</p><p>而从消费端看,消费者买库存,图的是“品牌+便宜”。这一方面,唯品会的护城河正在垮塌。</p><p>品牌的选择越来越多,其一是天猫。</p><p>目前,国内外各大品牌都已入驻天猫,开设旗舰店。品牌在天猫旗舰店的一次促销,折扣常常低至五折,疫情下不少服饰品牌新款就打折。正品心智、新潮服装加重磅促销,怎么看都香过唯品会。</p><p>从去年开始,各大平台还开启补贴模式。聚划算百亿补贴,以及拼多多,都拿出真金白银补贴用户,聚划算今年还喊出“更便宜,不怕比”的口号,天天有低价。</p><p>因为疫情而大热的电商直播,也给品牌提供了一条新路径。直播间里不仅有主播的专业推荐,还有福利、优惠券叠加的好价。对品牌而言,相比唯品会,电商直播间更能达到品效合一的功用。</p><p>最后一击则来自C2M。传统供应链机制正在发生改变,C2M柔性供应机制显示出了巨大潜力。由用户需求反向指导生产的机制,不仅从根本上解决库存难题,还因最大程度缩减中间环节大幅降低成本,从而降低售价。我们熟悉的4.9元的口红、9.9元的雨伞便是这么来的。</p><p>消费者偏好大牌,其中的一个重要原因是质量。C2M集结了不少优质的白牌产品,工厂货也受到越来越多的青睐。</p><p>不攻只守,越想守住,往往就越守不住。潮水正在改变流向,仍然守着单一“库存甩货”业务的唯品会,危险还在后头。</p><div></div></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-10/doc-iivhuipn7828319.shtml><strong>天下网商</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:承包《三十而已》主角衣橱,连“浪姐”也不放过,“豪横”背后他有多焦虑? 来源:天下网商你真的相信“姐姐”们在这里买衣服吗?天下网商记者章航英最近,《三十而已》、《二十不惑》、《乘风破浪的姐姐们》轮番上热搜。如今的电视屏幕,似乎已经被“姐姐妹妹”承包了。而承包剧中女主角衣橱的,是唯品会。事实上,唯品会热衷广告植入已久,甚至因为植入太多遭到网友吐槽:为啥每部剧的女生都非得在唯品会上买衣服?大幅...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-10/doc-iivhuipn7828319.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/029b5d4f26e3d6000c366d22965cab6d","relate_stocks":{"VIPS":"唯品会"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-10/doc-iivhuipn7828319.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2058534218","content_text":"原标题:承包《三十而已》主角衣橱,连“浪姐”也不放过,“豪横”背后他有多焦虑? 来源:天下网商你真的相信“姐姐”们在这里买衣服吗?天下网商记者章航英最近,《三十而已》、《二十不惑》、《乘风破浪的姐姐们》轮番上热搜。如今的电视屏幕,似乎已经被“姐姐妹妹”承包了。而承包剧中女主角衣橱的,是唯品会。事实上,唯品会热衷广告植入已久,甚至因为植入太多遭到网友吐槽:为啥每部剧的女生都非得在唯品会上买衣服?大幅烧钱砸烧广告的背后,是唯品会的扩张欲望,更是新客增长焦虑。这家成立于2008年的垂直电商,靠卖库存闯出一条道。但自2016年开始,它的月活用户遭遇瓶颈,时涨时跌,每个季度都是过山车。今年一季度,唯品会活跃用户为2960万人,去年同期则为2970万人——降了10万。而它面临的危险,或许还在后头。唯品会的得与失唯品会最近似乎有着不错的成绩。2020年第一季度财报显示,唯品会第一季度净营收188亿元人民币,GMV289亿元人民币,并实现连续30个季度盈利。但另一组数据隐藏着它面临的危险:一季度营收和净利润双双下降,其中营收同比下降11.85%,净利润6.85亿元,同比下降21.44%。更令它焦虑的一个指标是月活用户。2016年Q3至2020年Q1这期间,唯品会月活用户从2080万一度涨至3860万,随即大滑坡到了2960万。即便2017年腾讯、京东投资,并给予微信、京东手机APP主界面入口持续引流新客后,唯品会的用户涨幅依旧曲折。过去一年,唯品会的月活跃用户不增反减。2020年Q1,其月活跃用户同比减少10万。而淘宝天猫2020年Q1的月活跃用户数已达8.46亿,同比增长1.25亿;拼多多和京东的月活跃用户同比也有显著增长。在综艺、电视剧上砸下了狠钱,唯品会为什么还是没维持住用户增长这个底盘,甚至很难将月度活跃用户稳定在3000万以上?这得从它的内核说起。赚钱的逻辑:中间商赚差价2007年,温州人沈亚还在做手机配件生意。一天,他看到妻子正在国外某名品折扣网上抢购打折的大牌包包,顿时嗅到了商机。第二年,唯品会成立。仅4年后,唯品会就实现盈利,并于同年在美上市。选择做女人的生意,站在消费链的顶端,这是其一。第二,做名品,这是任何一个地方的消费者都会有的需求。再次,主要做服饰特卖,毛利率远远高于综合类电商,唯品会多年毛利率高于20%。而这个过程中,唯品会事实上触到了尤其以服饰品类为主的消费品牌的最大痛点——库存。受消费趋势变化及反应链路影响,一般服饰企业的库存天数都在100天以上,不少服装企业都被库存这一稻草压死。唯品会则提供了一个平台让品牌专门处理尾货,快速周转,解决了不少企业的麻烦。唯品会每天早上10点和晚上8点准时上线正品品牌特卖,以低至1折的折扣实行3天限时抢购,营造一种消费的“冲动和兴奋”感。作为“中间商”,唯品会主要“赚差价”。为了获得更多的获利空间,唯品会需要不断扩大规模,这却成了它怎么都迈不过的坎。关于破茧的尝试库存是保护壳,也是自缚的茧。唯品会知道,要扩大规模,就必须冲破这个茧,于是尝试成为一家综合电商。2014年,唯品会以1.125亿美元的价格,收购主持人李静创立的乐蜂网75%股权,尝试拓展美妆品类。之后又发展金融和物流产品,希望三驾马车齐驱。紧接着,它又推出“章鱼掌柜”,这是一个基于微信生态、以海外华人为目标用户、采取社交分佣玩法的电商项目。这一系列举措都代表着唯品会的雄心,但最终都以失败告终。章鱼掌柜被关停,乐蜂网停止运营,金融和物流业务也坎坷不断。去年,唯品会将旗下自有物流体系品骏快递卖了,转而改用顺丰寄件。与此同时,唯品会旗下的金融产品也不断陷入停用风波。无奈之下,唯品会董事长兼CEO沈亚表示:“唯品会回归‘特卖’战略,要做自己擅长的事。”唯品会越来越成为一个纯粹的”特卖专业户”,今年一季度,唯品会特卖收入17.9亿元,占总营收95%以上。但如今,特卖的阵地也岌岌可危。主阵地危险了唯品会的危险来自于时代和对手两方面。疫情下,人们捂紧口袋,缩减开支,这对唯品会自然是个利好。唯品会预计,随着疫情期间品牌商累计的库存尾货增加,库存积压释放的红利或将释放到年底,带给唯品会短期内的增长。但疫情终将过去,消费升级的大趋势不会改变。唯品会回归“特卖”,未来消费者却不一定愿意为“库存货”买单。而从消费端看,消费者买库存,图的是“品牌+便宜”。这一方面,唯品会的护城河正在垮塌。品牌的选择越来越多,其一是天猫。目前,国内外各大品牌都已入驻天猫,开设旗舰店。品牌在天猫旗舰店的一次促销,折扣常常低至五折,疫情下不少服饰品牌新款就打折。正品心智、新潮服装加重磅促销,怎么看都香过唯品会。从去年开始,各大平台还开启补贴模式。聚划算百亿补贴,以及拼多多,都拿出真金白银补贴用户,聚划算今年还喊出“更便宜,不怕比”的口号,天天有低价。因为疫情而大热的电商直播,也给品牌提供了一条新路径。直播间里不仅有主播的专业推荐,还有福利、优惠券叠加的好价。对品牌而言,相比唯品会,电商直播间更能达到品效合一的功用。最后一击则来自C2M。传统供应链机制正在发生改变,C2M柔性供应机制显示出了巨大潜力。由用户需求反向指导生产的机制,不仅从根本上解决库存难题,还因最大程度缩减中间环节大幅降低成本,从而降低售价。我们熟悉的4.9元的口红、9.9元的雨伞便是这么来的。消费者偏好大牌,其中的一个重要原因是质量。C2M集结了不少优质的白牌产品,工厂货也受到越来越多的青睐。不攻只守,越想守住,往往就越守不住。潮水正在改变流向,仍然守着单一“库存甩货”业务的唯品会,危险还在后头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957053836,"gmtCreate":1593112969025,"gmtModify":1704201246814,"author":{"id":"3458475837029116","authorId":"3458475837029116","authorIdStr":"3458475837029116","name":"打酱油","avatar":"https://static.tigerbbs.com/1320242e63f049b6842de96161ab7c82","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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进入美股市场已经3个月了,前45天,达到了20%的亏损,虽然本金只有1万(不敢放太多钱在股市),但也累觉不爱了。当初是谁告诉我A股是大坑,美股是天堂的😭后来,一次偶然的机会,也就是京东发财报前后,开始研究起期权。又恰好,发现京东的期权交易起来特别的顺手,现在终于把整体亏损降到3%,完全就是靠京东回的本。整个交易过程中,自己总结了几点经验,欢迎大家交流吐槽:1、根据自己的资金总量,来选择单价合适的产品来交易,首次建仓后,我会留给自己19次补仓的机会。例如我的本金是1万(其实最初是1万,交易京东期权之前已经剩下8千了😂,不过我做了杠杆,就当做1万本金来算好了),之前交易网易正股,买了20股,已经耗去了一大半,网易暴跌时想补仓都不敢补,深怕子弹用完,永久导致长期被套。最近,我买的是京东180119$45的call,每次交易2手,起初京东财报后暴跌,也一度深套,但至少我还有本金去补仓降低成本,以至于不会被动。大家看我第一次交易的成本有多高,就知道套得有多深的😂2、选一些行权日至少在3个月后的期权。俗话说得好,买3个月内的期权,与赌博无异;不买末日期权,都不是一个合格的赌徒。3、选有一定成交量的期权。我之所以选了京东的这份期权,完全是看中它的每日成交量,和它在盘中时候买入价和卖出价非常接近。我也交易过coach的期权,但因为买入价和卖出价,基本上相差超过10%,而且流动性极低,基本没有可操作性。同样能看见,京东180119的put,流动性我认为也是相对差的,所以也没敢做它。另外我近期在关注的,还有FB的180119的call和美光这个行权日的call。4、当补仓子弹剩下不到四分之一的时候,不恋战,先平掉一部分,把资金回收,再逢低补仓。9月5日那天,当时就是大脑一热,想着搏一把,一下子买了10手,买的瞬间就后悔了,结果果然马上被套。现在我给自己定的规矩是,每","listText":"#老虎美股节# @小虎活动 进入美股市场已经3个月了,前45天,达到了20%的亏损,虽然本金只有1万(不敢放太多钱在股市),但也累觉不爱了。当初是谁告诉我A股是大坑,美股是天堂的😭后来,一次偶然的机会,也就是京东发财报前后,开始研究起期权。又恰好,发现京东的期权交易起来特别的顺手,现在终于把整体亏损降到3%,完全就是靠京东回的本。整个交易过程中,自己总结了几点经验,欢迎大家交流吐槽:1、根据自己的资金总量,来选择单价合适的产品来交易,首次建仓后,我会留给自己19次补仓的机会。例如我的本金是1万(其实最初是1万,交易京东期权之前已经剩下8千了😂,不过我做了杠杆,就当做1万本金来算好了),之前交易网易正股,买了20股,已经耗去了一大半,网易暴跌时想补仓都不敢补,深怕子弹用完,永久导致长期被套。最近,我买的是京东180119$45的call,每次交易2手,起初京东财报后暴跌,也一度深套,但至少我还有本金去补仓降低成本,以至于不会被动。大家看我第一次交易的成本有多高,就知道套得有多深的😂2、选一些行权日至少在3个月后的期权。俗话说得好,买3个月内的期权,与赌博无异;不买末日期权,都不是一个合格的赌徒。3、选有一定成交量的期权。我之所以选了京东的这份期权,完全是看中它的每日成交量,和它在盘中时候买入价和卖出价非常接近。我也交易过coach的期权,但因为买入价和卖出价,基本上相差超过10%,而且流动性极低,基本没有可操作性。同样能看见,京东180119的put,流动性我认为也是相对差的,所以也没敢做它。另外我近期在关注的,还有FB的180119的call和美光这个行权日的call。4、当补仓子弹剩下不到四分之一的时候,不恋战,先平掉一部分,把资金回收,再逢低补仓。9月5日那天,当时就是大脑一热,想着搏一把,一下子买了10手,买的瞬间就后悔了,结果果然马上被套。现在我给自己定的规矩是,每","text":"#老虎美股节# @小虎活动 进入美股市场已经3个月了,前45天,达到了20%的亏损,虽然本金只有1万(不敢放太多钱在股市),但也累觉不爱了。当初是谁告诉我A股是大坑,美股是天堂的😭后来,一次偶然的机会,也就是京东发财报前后,开始研究起期权。又恰好,发现京东的期权交易起来特别的顺手,现在终于把整体亏损降到3%,完全就是靠京东回的本。整个交易过程中,自己总结了几点经验,欢迎大家交流吐槽:1、根据自己的资金总量,来选择单价合适的产品来交易,首次建仓后,我会留给自己19次补仓的机会。例如我的本金是1万(其实最初是1万,交易京东期权之前已经剩下8千了😂,不过我做了杠杆,就当做1万本金来算好了),之前交易网易正股,买了20股,已经耗去了一大半,网易暴跌时想补仓都不敢补,深怕子弹用完,永久导致长期被套。最近,我买的是京东180119$45的call,每次交易2手,起初京东财报后暴跌,也一度深套,但至少我还有本金去补仓降低成本,以至于不会被动。大家看我第一次交易的成本有多高,就知道套得有多深的😂2、选一些行权日至少在3个月后的期权。俗话说得好,买3个月内的期权,与赌博无异;不买末日期权,都不是一个合格的赌徒。3、选有一定成交量的期权。我之所以选了京东的这份期权,完全是看中它的每日成交量,和它在盘中时候买入价和卖出价非常接近。我也交易过coach的期权,但因为买入价和卖出价,基本上相差超过10%,而且流动性极低,基本没有可操作性。同样能看见,京东180119的put,流动性我认为也是相对差的,所以也没敢做它。另外我近期在关注的,还有FB的180119的call和美光这个行权日的call。4、当补仓子弹剩下不到四分之一的时候,不恋战,先平掉一部分,把资金回收,再逢低补仓。9月5日那天,当时就是大脑一热,想着搏一把,一下子买了10手,买的瞬间就后悔了,结果果然马上被套。现在我给自己定的规矩是,每","images":[{"img":"https://static.laohu8.com/51f321b890eb35fb1857f9808a9b3c2f"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":8,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/94307","isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455603401064715","authorId":"3455603401064715","authorIdStr":"3455603401064715","name":"核桃桃","avatar":"https://static.laohu8.com/bdfd9a763cf61b87b1d831388e6fac37","crmLevel":1,"crmLevelSwitch":0},"content":"啧啧,真可怕。 记住我的话,期权不同于正股,补仓这种事情除非有确定的回涨趋势,不然别轻易补仓,言尽于此,望君安好。","text":"啧啧,真可怕。 记住我的话,期权不同于正股,补仓这种事情除非有确定的回涨趋势,不然别轻易补仓,言尽于此,望君安好。","html":"啧啧,真可怕。 记住我的话,期权不同于正股,补仓这种事情除非有确定的回涨趋势,不然别轻易补仓,言尽于此,望君安好。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":175431,"gmtCreate":1522944394163,"gmtModify":1704891316929,"author":{"id":"3458475837029116","authorId":"3458475837029116","authorIdStr":"3458475837029116","name":"打酱油","avatar":"https://static.tigerbbs.com/1320242e63f049b6842de96161ab7c82","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"距离目标价还有一步之遥😚$LFIN 20180921 35.0 CALL(LFIN)$","listText":"距离目标价还有一步之遥😚$LFIN 20180921 35.0 CALL(LFIN)$","text":"距离目标价还有一步之遥😚$LFIN 20180921 35.0 CALL(LFIN)$","images":[{"img":"https://static.laohu8.com/ab51db2674404505c6b166f414cf6150"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":33,"repostSize":0,"link":"https://laohu8.com/post/175431","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485385939767603","authorId":"3485385939767603","authorIdStr":"3485385939767603","name":"求美股稳定一点","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"你今天卖了没 还能更赚 兄弟","text":"你今天卖了没 还能更赚 兄弟","html":"你今天卖了没 还能更赚 兄弟"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":183631,"gmtCreate":1525356099329,"gmtModify":1704892393104,"author":{"id":"3458475837029116","authorId":"3458475837029116","authorIdStr":"3458475837029116","name":"打酱油","avatar":"https://static.tigerbbs.com/1320242e63f049b6842de96161ab7c82","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"请高手可以指教一下,如果我不平仓,是不是会有什么风险?$TSLA 20180504 310.0 CALL(TSLA)$","listText":"请高手可以指教一下,如果我不平仓,是不是会有什么风险?$TSLA 20180504 310.0 CALL(TSLA)$","text":"请高手可以指教一下,如果我不平仓,是不是会有什么风险?$TSLA 20180504 310.0 CALL(TSLA)$","images":[{"img":"https://static.laohu8.com/0a0db841f215934496f3777d75242f8f"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":30,"repostSize":0,"link":"https://laohu8.com/post/183631","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476754736483228","authorId":"3476754736483228","authorIdStr":"3476754736483228","name":"再碰特斯拉期权是狗","avatar":"https://static.tigerbbs.com/7795f07f168458564f498c2449c2c7a6","crmLevel":1,"crmLevelSwitch":0},"content":"期权也可以做空的啊?我一般看跌就直接买put的,没想到还可以空仓卖call","text":"期权也可以做空的啊?我一般看跌就直接买put的,没想到还可以空仓卖call","html":"期权也可以做空的啊?我一般看跌就直接买put的,没想到还可以空仓卖call"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":926944359,"gmtCreate":1586965670071,"gmtModify":1704362768241,"author":{"id":"3458475837029116","authorId":"3458475837029116","authorIdStr":"3458475837029116","name":"打酱油","avatar":"https://static.tigerbbs.com/1320242e63f049b6842de96161ab7c82","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$TSLA 20200515 1300.0 CALL(TSLA)$</a> 赶紧给我下来,等着回本呢[捂脸] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$TSLA 20200515 1300.0 CALL(TSLA)$</a> 赶紧给我下来,等着回本呢[捂脸] ","text":"$TSLA 20200515 1300.0 CALL(TSLA)$ 赶紧给我下来,等着回本呢[捂脸]","images":[{"img":"https://static.tigerbbs.com/ec72e72ed8cdc6d5f18eaa5611c86f84","width":"1080","height":"1371"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/926944359","isVote":1,"tweetType":1,"viewCount":3764,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549368141494992","authorId":"3549368141494992","authorIdStr":"3549368141494992","name":"xxyhdd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"我的天 [捂脸]这是虚拟账号吧 [捂脸]","text":"我的天 [捂脸]这是虚拟账号吧 [捂脸]","html":"我的天 [捂脸]这是虚拟账号吧 [捂脸]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":178084,"gmtCreate":1523800450953,"gmtModify":1704891658580,"author":{"id":"3458475837029116","authorId":"3458475837029116","authorIdStr":"3458475837029116","name":"打酱油","avatar":"https://static.tigerbbs.com/1320242e63f049b6842de96161ab7c82","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"6手等你起飞了😠","htmlText":"起飞起飞起飞!!!! $BAC 20180420 30.5 CALL(BAC)$","listText":"起飞起飞起飞!!!! $BAC 20180420 30.5 CALL(BAC)$","text":"起飞起飞起飞!!!! $BAC 20180420 30.5 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Corp(LFIN)$从时间价值上看已经10倍了。。。要不要卖👿","listText":"$LongFin Corp(LFIN)$从时间价值上看已经10倍了。。。要不要卖👿","text":"$LongFin Corp(LFIN)$从时间价值上看已经10倍了。。。要不要卖👿","images":[{"img":"https://static.laohu8.com/6cda68b63a3f0cb90aa647ffe981bced"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/175456","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444156346605272","authorId":"3444156346605272","authorIdStr":"3444156346605272","name":"Sea8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"卖了吧!兄弟挣了就落袋为安,涨了也不要后悔","text":"卖了吧!兄弟挣了就落袋为安,涨了也不要后悔","html":"卖了吧!兄弟挣了就落袋为安,涨了也不要后悔"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":133480945,"gmtCreate":1621782579187,"gmtModify":1621782579187,"author":{"id":"3458475837029116","authorId":"3458475837029116","authorIdStr":"3458475837029116","name":"打酱油","avatar":"https://static.tigerbbs.com/1320242e63f049b6842de96161ab7c82","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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