打酱油的个人主页 - 老虎社区

打酱油

打酱油

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2021-10-07

$莱德尔(LDL)$为撒子退市了[喷血]

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]

2021-02-05

$GME 20210205 300.0 CALL(GME)$舌头硬[得意]

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]

2021-02-02

$游戏驿站(GME)$拿了一周，幸好没割[捂脸]

2021-01-29

$游戏驿站(GME)$结果果然是一地鸡毛，精彩精彩🌚

2021-01-27

$游戏驿站(GME)$停牌了？

2021-01-27

$游戏驿站(GME)$已挂50平仓[贱笑]

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]

2020-12-06

看好当天跌4.44%，真讽刺[无语]

抱歉，原内容已删除

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]

2020-10-07

$纳指ETF(QQQ)$什么情况？

2020-09-14

$美光科技(MU)$一波操作猛如虎[贱笑]

2020-09-03

$美光科技(MU)$满血复活[贱笑]

2020-08-18

$美光科技(MU)$垃圾中的垃圾[黑眼圈]

2020-08-13

$美光科技(MU)$是有什么利好吗？

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？

2020-06-26

$美光科技(MU)$有什么利好么？[惊吓]

2020-06-16

$跟谁学(GSX)$什么情况？

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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12:00","market":"hk","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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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？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-10 12:00 北京时间&nbsp;&nbsp;&nbsp;<a 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":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957053836,"gmtCreate":1593112969025,"gmtModify":1704201246814,"author":{"id":"3458475837029116","authorId":"3458475837029116","name":"打酱油","avatar":"https://static.tigerbbs.com/1320242e63f049b6842de96161ab7c82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458475837029116","idStr":"3458475837029116"},"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 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