+关注
妖精刈鄢
暂无个人介绍
IP属地:上海
61
关注
5
粉丝
0
主题
0
勋章
主贴
热门
妖精刈鄢
2021-06-28
这种低壁垒、同质化、高亏损,还急吼吼上市的公司,还是小心点吧
妖精刈鄢
2021-05-28
$Coinbase Global, Inc.(COIN)$
各国都陆续收紧加密货币政策了,资本市场最厌恶高度不确定性、高波动性的风险,再加上全球流动性缓慢收紧,加密货币价格还得跌,coin股价也得跌,木头姐的50万预测纯属YY,那么多好股票,干嘛非要来掺和这一只
妖精刈鄢
2021-05-10
$拼多多(PDD)$
经济过热,资金流向传统周期;流动性逐步收紧;长期利率上行杀成长股估值;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。五大利空,今年中概互联网股注定不好过,别重仓,慎抄底
妖精刈鄢
2021-05-10
$老虎证券(TIGR)$
经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。四大利空,今年中概互联网股注定不好过,别重仓,慎抄底
妖精刈鄢
2021-05-10
$知乎(ZH)$
经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底
妖精刈鄢
2021-05-10
$哔哩哔哩(BILI)$
经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底
妖精刈鄢
2021-04-15
$快手-W(01024)$
为什么成交不了!?!?!!?操,垃圾老虎
妖精刈鄢
2021-04-07
$怪兽充电(EM)$
商业模式没有壁垒,对下游商家没有议价权,不看好
妖精刈鄢
2021-03-26
数据录错了
抱歉,原内容已删除
妖精刈鄢
2021-01-23
$RLX科技(RLX)$
300亿也太便宜了,看看思摩尔的估值
妖精刈鄢
2020-11-24
$小鹏汽车(XPEV)$
回调了是买入的好时机啊!
妖精刈鄢
2020-11-24
$理想汽车(LI)$
回调了是买入的好时机啊!
妖精刈鄢
2020-11-19
$逸仙电商(YSG)$
估值太高了,营销驱动的业绩延续性也不好,估计很快就破发了啊,参考名创优品
妖精刈鄢
2020-11-10
市场太恐慌了,即使疫苗出来,要普及还早着呢,国际封锁还会持续很长时间的。即使全普及了,ZOOM也已经是一个全球化的常用办公、学习工具了,虽然没疫情期间扩张那么迅猛,也依然会发展的不错的
妖精刈鄢
2020-09-01
把新能源汽车归到互联网也是搞笑
2020,互联网大变天
妖精刈鄢
2020-08-05
$Beyond Meat, Inc.(BYND)$
明显的黄金坑啊。。加仓加仓!这个季度B端业务受影响太大了,一两个季度的短期业绩真的有那么重要么?不明白这些美国的基金经理在想什么。。
妖精刈鄢
2020-07-31
$理想汽车(LI)$
能不能快点啊,还在分配中,真是服了,效率太差了
妖精刈鄢
2020-05-22
$拼多多(PDD)$
亏损增加123% ....
妖精刈鄢
2020-05-19
$瑞幸咖啡(LK)$
瑞幸退市了那我的空头仓位咋办?第一次遇到这种情况
妖精刈鄢
2020-05-01
$瑞幸咖啡(LK)$
还不复盘啊,我等着股价跌到1元以下呢
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3460344812952309","uuid":"3460344812952309","gmtCreate":1498449283776,"gmtModify":1623423690813,"name":"妖精刈鄢","pinyin":"yjyyyaojingyiyan","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":61,"tweetSize":23,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":10,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.76%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":150619274,"gmtCreate":1624895857298,"gmtModify":1624895857298,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"这种低壁垒、同质化、高亏损,还急吼吼上市的公司,还是小心点吧","listText":"这种低壁垒、同质化、高亏损,还急吼吼上市的公司,还是小心点吧","text":"这种低壁垒、同质化、高亏损,还急吼吼上市的公司,还是小心点吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150619274","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":134027406,"gmtCreate":1622194354805,"gmtModify":1622194354805,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>各国都陆续收紧加密货币政策了,资本市场最厌恶高度不确定性、高波动性的风险,再加上全球流动性缓慢收紧,加密货币价格还得跌,coin股价也得跌,木头姐的50万预测纯属YY,那么多好股票,干嘛非要来掺和这一只","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>各国都陆续收紧加密货币政策了,资本市场最厌恶高度不确定性、高波动性的风险,再加上全球流动性缓慢收紧,加密货币价格还得跌,coin股价也得跌,木头姐的50万预测纯属YY,那么多好股票,干嘛非要来掺和这一只","text":"$Coinbase Global, Inc.(COIN)$各国都陆续收紧加密货币政策了,资本市场最厌恶高度不确定性、高波动性的风险,再加上全球流动性缓慢收紧,加密货币价格还得跌,coin股价也得跌,木头姐的50万预测纯属YY,那么多好股票,干嘛非要来掺和这一只","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134027406","isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199999108,"gmtCreate":1620660040404,"gmtModify":1620660040404,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>经济过热,资金流向传统周期;流动性逐步收紧;长期利率上行杀成长股估值;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。五大利空,今年中概互联网股注定不好过,别重仓,慎抄底","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>经济过热,资金流向传统周期;流动性逐步收紧;长期利率上行杀成长股估值;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。五大利空,今年中概互联网股注定不好过,别重仓,慎抄底","text":"$拼多多(PDD)$经济过热,资金流向传统周期;流动性逐步收紧;长期利率上行杀成长股估值;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。五大利空,今年中概互联网股注定不好过,别重仓,慎抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199999108","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199041181,"gmtCreate":1620658570243,"gmtModify":1620658570243,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","text":"$老虎证券(TIGR)$经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199041181","isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199049029,"gmtCreate":1620658485961,"gmtModify":1620658485961,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","text":"$知乎(ZH)$经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199049029","isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199040872,"gmtCreate":1620658445596,"gmtModify":1620658445596,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","text":"$哔哩哔哩(BILI)$经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199040872","isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347997643,"gmtCreate":1618454492782,"gmtModify":1618454550793,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>为什么成交不了!?!?!!?操,垃圾老虎","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>为什么成交不了!?!?!!?操,垃圾老虎","text":"$快手-W(01024)$为什么成交不了!?!?!!?操,垃圾老虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/347997643","isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341368219,"gmtCreate":1617784040231,"gmtModify":1617784040231,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EM\">$怪兽充电(EM)$</a>商业模式没有壁垒,对下游商家没有议价权,不看好","listText":"<a href=\"https://laohu8.com/S/EM\">$怪兽充电(EM)$</a>商业模式没有壁垒,对下游商家没有议价权,不看好","text":"$怪兽充电(EM)$商业模式没有壁垒,对下游商家没有议价权,不看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341368219","isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356302353,"gmtCreate":1616753354172,"gmtModify":1616753354172,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"数据录错了","listText":"数据录错了","text":"数据录错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356302353","repostId":"1179857436","repostType":2,"isVote":1,"tweetType":1,"viewCount":1767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310517829,"gmtCreate":1611332639561,"gmtModify":1703749994111,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>300亿也太便宜了,看看思摩尔的估值","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>300亿也太便宜了,看看思摩尔的估值","text":"$RLX科技(RLX)$300亿也太便宜了,看看思摩尔的估值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310517829","isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542064321485643","authorId":"3542064321485643","name":"一生伏首拜巴芒","avatar":"https://static.tigerbbs.com/b48c4c8d30f0236a24565be834b7878f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3542064321485643","idStr":"3542064321485643"},"content":"思摩尔涨了四五倍了也不过115倍PE,这货一上市就2000多倍PE,注意是2000而不是200,它何德何能撑起这么高的估值?","text":"思摩尔涨了四五倍了也不过115倍PE,这货一上市就2000多倍PE,注意是2000而不是200,它何德何能撑起这么高的估值?","html":"思摩尔涨了四五倍了也不过115倍PE,这货一上市就2000多倍PE,注意是2000而不是200,它何德何能撑起这么高的估值?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393977003,"gmtCreate":1606229150802,"gmtModify":1703841891259,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>回调了是买入的好时机啊!","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>回调了是买入的好时机啊!","text":"$小鹏汽车(XPEV)$回调了是买入的好时机啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393977003","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393974673,"gmtCreate":1606229126592,"gmtModify":1703841890568,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>回调了是买入的好时机啊!","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>回调了是买入的好时机啊!","text":"$理想汽车(LI)$回调了是买入的好时机啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393974673","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390253986,"gmtCreate":1605800641245,"gmtModify":1703839765511,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>估值太高了,营销驱动的业绩延续性也不好,估计很快就破发了啊,参考名创优品","listText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>估值太高了,营销驱动的业绩延续性也不好,估计很快就破发了啊,参考名创优品","text":"$逸仙电商(YSG)$估值太高了,营销驱动的业绩延续性也不好,估计很快就破发了啊,参考名创优品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390253986","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305600817,"gmtCreate":1604941757039,"gmtModify":1703835414753,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"市场太恐慌了,即使疫苗出来,要普及还早着呢,国际封锁还会持续很长时间的。即使全普及了,ZOOM也已经是一个全球化的常用办公、学习工具了,虽然没疫情期间扩张那么迅猛,也依然会发展的不错的","listText":"市场太恐慌了,即使疫苗出来,要普及还早着呢,国际封锁还会持续很长时间的。即使全普及了,ZOOM也已经是一个全球化的常用办公、学习工具了,虽然没疫情期间扩张那么迅猛,也依然会发展的不错的","text":"市场太恐慌了,即使疫苗出来,要普及还早着呢,国际封锁还会持续很长时间的。即使全普及了,ZOOM也已经是一个全球化的常用办公、学习工具了,虽然没疫情期间扩张那么迅猛,也依然会发展的不错的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305600817","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971290414,"gmtCreate":1598960756238,"gmtModify":1704220804171,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"把新能源汽车归到互联网也是搞笑","listText":"把新能源汽车归到互联网也是搞笑","text":"把新能源汽车归到互联网也是搞笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/971290414","repostId":"1139968460","repostType":4,"repost":{"id":"1139968460","pubTimestamp":1598928767,"share":"https://www.laohu8.com/m/news/1139968460?lang=&edition=full","pubTime":"2020-09-01 10:52","market":"hk","language":"zh","title":"2020,互联网大变天","url":"https://stock-news.laohu8.com/highlight/detail?id=1139968460","media":"深燃财经","summary":"一面困顿,一面高光。在疫情肆虐全球、中美摩擦频繁的2020年,没有什么是一成不变的。餐饮巨头海底捞上半年亏了近10亿,而去年同期的业绩是盈利9亿多;影视巨头华谊兄弟上半年营收同比跌去近7成,幸好《八佰","content":"<blockquote>一面困顿,一面高光。</blockquote><p>在疫情肆虐全球、中美摩擦频繁的2020年,没有什么是一成不变的。</p><p>餐饮巨头<a href=\"https://laohu8.com/S/06862\">海底捞</a>上半年亏了近10亿,而去年同期的业绩是盈利9亿多;影视巨头<a href=\"https://laohu8.com/S/300027\">华谊兄弟</a>上半年营收同比跌去近7成,幸好《八佰》及时上映得以续命;航空巨头也很惨,国航、东航、南航上半年分别亏损94亿、85亿、81亿,而去年同期他们都是盈利的;旅游巨头携程光第一季度就亏了54亿元(去年同期盈利46亿元),第二季度估计也好不到哪里去……教育、外贸、体育、地产等行业也是哀嚎一片。</p><p>大势之下,有没有行业能够独善其身?还真有,那就是互联网。</p><p>深燃财经统计发现,<b>中国互联网市值前10的企业,累计总市值从2019年12月31日的13678亿美元上升到了21721亿美元(截至2020年8月29日),涨幅高达58.8%。</b>其中,千亿美金俱乐部(市值超过1000亿美金的中国互联网上市公司)的成员由2名(<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/00700\">腾讯</a>)增长到5名(新增美团点评、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>);百亿美金俱乐部的成员数量也由18名增长到了27名。</p><p>这边风景独好的主要原因是,大部分互联网企业以线上业务为主,受到疫情的影响较小,游戏、电商、外卖等产业甚至还会迎来阶段性利好。而在各国为了刺激经济大量印发货币、主动“放水”的大背景下,股市空前热闹,不少资金涌向了整体向好的互联网企业。</p><p>不夸张地说,<b>2020年对于互联网企业而言,就是抢钱的一年。</b></p><p>嗅到金钱味道的大有人在。继阿里巴巴之后,<a href=\"https://laohu8.com/S/NTES\">网易</a>、京东先后赴港二次上市,新圈了一笔钱。还没上市的互联网企业也都在修改自己的上市计划表。市值有可能超过2000亿美元的蚂蚁集团正在紧锣密鼓地筹备上市,规模接近蚂蚁的字节跳动也被传闻正在筹备上市(不过眼前最棘手的问题是保卫Tiktok),滴滴、京东金融等超级独角兽也都有上市传闻。已经捷足先登的新造车行业,为大家指明了方向。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今年股价大涨,走出了去年的破产质疑,理想、小鹏先后上市,市值均远超100亿美元。</p><p>多年后回首2020年,你一定会发现这是互联网历史上标志性的一年。这一年,超级巨头不断巩固自己的地位,准巨头正式成为巨头,以往的格局、趋势、玩法,都在被颠覆。</p><p>互联网,真的变天了。</p><p><b>01</b></p><p><b>格局之变</b></p><p><b>腾讯系合围阿里、新巨头前来搅局</b></p><p>我们先来对比一下中国互联网上市企业市值TOP10的名单。</p><p><img src=\"https://static.tigerbbs.com/45a9bc4e3a3bb2245691941bb737e22a\" tg-width=\"1080\" tg-height=\"770\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e846ac7ed507aa2965dc5f98d3d55f7\" tg-width=\"1080\" tg-height=\"757\">中国互联网上市企业市值TOP10对比; 制图 / 深燃财经</p><p></p><p>2019年12月31日,趴在这份名单上的,除了AT双雄(阿里和腾讯),其他企业的市值都未达到1000亿美元。第三名美团点评,其市值仅约为阿里巴巴的1/8、腾讯的1/6。整体呈现出的,还是“两超多强”的局面。</p><p>而在2020年8月29日,美团、京东、拼多多的市值都已越过1000亿美元。同时,第三名美团与AT缩小了差距,其市值约为阿里的1/4、腾讯的1/3。有趣的是,前五名里,<b>美团、京东、拼多多都被认为是“腾讯系”企业,他们与腾讯一起,对阿里巴巴形成了“合围”之势。</b></p><p>阿里必须警惕。与10年前BAT时代三分天下、划江而治,<a href=\"https://laohu8.com/S/BIDU\">百度</a>专注搜索、阿里专注电商、腾讯专注游戏不同的是,如今的腾讯和腾讯系企业,与阿里的业务不再泾渭分明。腾讯与阿里在支付、金融、投资等领域都有短兵相接,美团在本地生活领域对抗阿里旗下的饿了么、京东对抗天猫、拼多多对抗淘宝。</p><p>阿里的好消息是,“援兵”就要到了。上周,蚂蚁集团在港交所、上交所同时披露招股文件,有消息称,蚂蚁上市的目标估值为2250亿美元。如果顺利达成,蚂蚁将会与美团争夺老三的位置。</p><p>独立阵营里,网易、小米和<a href=\"https://laohu8.com/S/TAL\">好未来</a>比较稳健、呈现出与大盘一起上涨的趋势,百度、<a href=\"https://laohu8.com/S/601360\">三六零</a>等老牌玩家地位告急,一个徘徊在前十名边缘,一个已经跌到十五名之后。新晋玩家<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>,则以568亿美元的市值排到了第八。</p><p><b>倘若字节跳动和滴滴也能在今年成功上市,TOP10的榜单又会发生新的变数。</b>这两家“与AT谈恋爱但不结婚”的企业,未来有可能成为新的搅局者。而在较为松散的腾讯系联盟内部,互相竞争、擦枪走火也时有发生,美团、京东、拼多多,谁不想成为AT之外的第三极呢?总而言之,超级巨头双雄对抗的局面已经一去不复返,互联网的权力格局正在打破重组。</p><p>在这个进程里,不进则退,原地踏步就是掉队。深燃财经统计发现,2019年12月31日,中国互联网上市公司市值排名前10的企业,累计总市值为13678亿美元;到了2020年8月29日,这个数字变成了21721亿美元,上涨58.8%。其中,美团涨了165%,京东、拼多多涨了143%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b4f96177fe97e28b724f9201b3fa3f1\" tg-width=\"1080\" tg-height=\"773\">中国互联网上市企业百亿美金俱乐部(统计时间为2020年8月29日);制图 / 深燃财经 </p><p></p><p><b>截至2020年8月29日,市值超过100亿美元的中国互联网上市公司数量为27家,而去年年底只有18家。</b><a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、B站,以及蔚来、理想、小鹏,成为百亿美金俱乐部里的新面孔。跟谁学迎着海外机构的做空不断上涨,B站破圈为其带来了二次爆发,而在去年资金链告急、到处找钱的蔚来,今年成了资本市场的宠儿,理想、小鹏也跟着一飞冲天,在二级市场募到了足够多的钱。</p><p>从资本寒冬到资本盛夏,这转变也来得太快了。</p><p><b>02</b></p><p><b>趋势之变</b></p><p><b>消费互联网还没死、产业互联网还没来</b></p><p>最近几年,“消费互联网已死、产业互联网当立”的呼声不绝于耳。而2020年给大家重新上了一课。</p><p>先来简单粗暴地区分一下这两个概念:消费互联网是面向普通消费者的互联网,产业互联网是面向企业的互联网。两年前,腾讯宣布组织架构大调整,马化腾喊出了全面转型产业互联网的口号,引发了全社会关注。创业者和投资人也相继做了跟进,纷纷把企业服务当做互联网的新风口。他们的共识是,流量主导的消费互联网红利已尽,利用新技术改造传统企业则空间无限。</p><p>2020年的实际情况如何呢?</p><p>迄今为止,今年最火的领域有:以抖音快手视频号为代表的短视频,以淘宝抖音为代表的直播带货,以跟谁学猿辅导为代表的在线教育,以及与疫情强相关的在线办公、生鲜电商,和关注年轻人需求的各类产品(比如B站)。这些领域的火爆告诉我们,没有老去的行业,只有更年轻的人群,如何更新现有的产品,满足年轻人群的需求,才是巨头们应该思考的问题。</p><p><img src=\"https://static.tigerbbs.com/6d14cf5064a03a9544eb9d6c024a0d84\" tg-width=\"1080\" tg-height=\"720\"></p><p>大势之下,巨头们的身体都很诚实。腾讯在微视之外,通过微信视频号杀入短视频领域,还加码快手抗衡阿里支持的抖音;淘宝、京东、拼多多都在激进布局直播带货;字节跳动把教育业务作为战略重点,号称要扩招1万人;生鲜电商方面,美团和每日优鲜、叮咚买菜、京东到家等对手激战正酣……</p><p><b>消费互联网风光依旧的同时,前几年行业高喊的“互联网+”迎来收获期。</b>贝壳是“互联网+房地产”的典型代表,2019年在其平台上成交的房子价值高达2.12万亿,约占市场总额的10%,垄断性优势使其股票在上市后很快就上涨翻倍;新造车则是“互联网+汽车”的典型应用,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最近一年销量和市值节节攀高、风光无限,其中国学徒蔚来、理想、小鹏也跟着受益,他们一起度过了最艰难的摸索期,正在资本的加持下攻城略地;交通、农业、金融、医疗,也有吸收了互联网技术的新独角兽不断涌现……</p><p>当然,产业互联网也不是谎言。以腾讯为例,其2020年第二季度“金融科技及企业服务”收入298.62亿元,增速虽然不及游戏业务,但也表现出了很强的韧性。不过,产业互联网眼下还是巨头们的猎场,更多的企业还要在纯线上的消费互联网、以及线上线下结合的互联网+里寻找自己的机会。</p><p><b>03</b></p><p><b>玩法之变</b></p><p><b>练内功、讲故事,一个都不能少</b></p><p>中台依旧热闹。</p><p>今年以来,阿里进行了数次架构调整。先是本地生活服务公司调整为三大事业群和三大事业部。具体而言,口碑和饿了么融合并调整为三个事业群:到家、到店、商家中台和创新;另有三个事业部:物流事业部(即时配送事业部),新零售和生活服务。调整后,中台将统一收集,产品将统一归至一个大团队。后来,<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、阿里大文娱、飞猪也都有过人事和组织结构的调整。</p><p>腾讯也在中台方面动作不断。年初,腾讯宣布启动“SaaS技术联盟”,联合金蝶、用友、有赞、微盟、销售易等外部SaaS厂商,以及企业微信、腾讯会议、企点等腾讯内部SaaS产品,共建技术中台。在此之前,腾讯还发布了搭建教育中台的相关战略。</p><p><b>中台,其实要解决的是大企业内部和外部“重复造轮子”的问题,是在行业增长速度放缓的大背景下,向内部要效率的必然之举。</b></p><p><img src=\"https://static.tigerbbs.com/e2bb8d1d8afbe268ba5c7bdabc0b64aa\" tg-width=\"1080\" tg-height=\"715\"></p><p>与之呼应的另一个策略是“反腐”。有统计显示,2020年上半年,有10家互联网企业曝出约60起腐败舞弊案件,这些企业包括百度、喜马拉雅、美团、京东、拼多多、大疆、字节跳动、滴滴、阿里等。在日渐常态化的互联网巨头企业反腐背后,同样是练内功、要效率的意图。毕竟,在前两年的资本寒冬预期里,所有人都要做好勒紧腰带过日子的准备。</p><p><b>但眼下不断上涨的股市行情,正在改变一些企业的战略重心。</b>如果能通过资本快速扩张,又何必苦炼内功?</p><p>你看,滴滴就开始讲“花小猪”的扩张故事,同样的玩法、熟悉的套路,扣一个新的帽子,玩得热情高涨。你很难说,这不是滴滴背后的投资人催促其上市导致的无奈之举。老实本分如雷军,也在小米手机卖得不好的情况下,讲起了“手机XAIoT”的新故事。</p><p>资本喜欢扩张,扩张需要故事。早在去年,抖音、快手就开始讲“极速版”的故事,其目的无非是烧钱做数据、做增长,先达到眼前的目的,至于以后的用户留存问题,就等以后再面对。</p><p>总之,2020年的局面比较复杂。一面是传统行业的困顿,一面是互联网行业的高光;前脚大家刚做好过苦日子的准备,后脚股市的热钱就砸过来了。</p><p>冰与火交织,变天是必然的。</p>","source":"lsy1598506047654","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>2020,互联网大变天</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\">\n2020,互联网大变天\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-01 10:52 北京时间 <a href=https://mp.weixin.qq.com/s/If_EJTglqgZb6ek1DzQhJA><strong>深燃财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一面困顿,一面高光。在疫情肆虐全球、中美摩擦频繁的2020年,没有什么是一成不变的。餐饮巨头海底捞上半年亏了近10亿,而去年同期的业绩是盈利9亿多;影视巨头华谊兄弟上半年营收同比跌去近7成,幸好《八佰》及时上映得以续命;航空巨头也很惨,国航、东航、南航上半年分别亏损94亿、85亿、81亿,而去年同期他们都是盈利的;旅游巨头携程光第一季度就亏了54亿元(去年同期盈利46亿元),第二季度估计也好不到...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/If_EJTglqgZb6ek1DzQhJA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/606f0661d5a9eb1f72ce25c2df94add4","relate_stocks":{"NTES":"网易","00700":"腾讯控股","PDD":"拼多多","BABA":"阿里巴巴","JD":"京东","NIO":"蔚来","03690":"美团-W"},"source_url":"https://mp.weixin.qq.com/s/If_EJTglqgZb6ek1DzQhJA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139968460","content_text":"一面困顿,一面高光。在疫情肆虐全球、中美摩擦频繁的2020年,没有什么是一成不变的。餐饮巨头海底捞上半年亏了近10亿,而去年同期的业绩是盈利9亿多;影视巨头华谊兄弟上半年营收同比跌去近7成,幸好《八佰》及时上映得以续命;航空巨头也很惨,国航、东航、南航上半年分别亏损94亿、85亿、81亿,而去年同期他们都是盈利的;旅游巨头携程光第一季度就亏了54亿元(去年同期盈利46亿元),第二季度估计也好不到哪里去……教育、外贸、体育、地产等行业也是哀嚎一片。大势之下,有没有行业能够独善其身?还真有,那就是互联网。深燃财经统计发现,中国互联网市值前10的企业,累计总市值从2019年12月31日的13678亿美元上升到了21721亿美元(截至2020年8月29日),涨幅高达58.8%。其中,千亿美金俱乐部(市值超过1000亿美金的中国互联网上市公司)的成员由2名(阿里巴巴和腾讯)增长到5名(新增美团点评、京东、拼多多);百亿美金俱乐部的成员数量也由18名增长到了27名。这边风景独好的主要原因是,大部分互联网企业以线上业务为主,受到疫情的影响较小,游戏、电商、外卖等产业甚至还会迎来阶段性利好。而在各国为了刺激经济大量印发货币、主动“放水”的大背景下,股市空前热闹,不少资金涌向了整体向好的互联网企业。不夸张地说,2020年对于互联网企业而言,就是抢钱的一年。嗅到金钱味道的大有人在。继阿里巴巴之后,网易、京东先后赴港二次上市,新圈了一笔钱。还没上市的互联网企业也都在修改自己的上市计划表。市值有可能超过2000亿美元的蚂蚁集团正在紧锣密鼓地筹备上市,规模接近蚂蚁的字节跳动也被传闻正在筹备上市(不过眼前最棘手的问题是保卫Tiktok),滴滴、京东金融等超级独角兽也都有上市传闻。已经捷足先登的新造车行业,为大家指明了方向。蔚来今年股价大涨,走出了去年的破产质疑,理想、小鹏先后上市,市值均远超100亿美元。多年后回首2020年,你一定会发现这是互联网历史上标志性的一年。这一年,超级巨头不断巩固自己的地位,准巨头正式成为巨头,以往的格局、趋势、玩法,都在被颠覆。互联网,真的变天了。01格局之变腾讯系合围阿里、新巨头前来搅局我们先来对比一下中国互联网上市企业市值TOP10的名单。中国互联网上市企业市值TOP10对比; 制图 / 深燃财经2019年12月31日,趴在这份名单上的,除了AT双雄(阿里和腾讯),其他企业的市值都未达到1000亿美元。第三名美团点评,其市值仅约为阿里巴巴的1/8、腾讯的1/6。整体呈现出的,还是“两超多强”的局面。而在2020年8月29日,美团、京东、拼多多的市值都已越过1000亿美元。同时,第三名美团与AT缩小了差距,其市值约为阿里的1/4、腾讯的1/3。有趣的是,前五名里,美团、京东、拼多多都被认为是“腾讯系”企业,他们与腾讯一起,对阿里巴巴形成了“合围”之势。阿里必须警惕。与10年前BAT时代三分天下、划江而治,百度专注搜索、阿里专注电商、腾讯专注游戏不同的是,如今的腾讯和腾讯系企业,与阿里的业务不再泾渭分明。腾讯与阿里在支付、金融、投资等领域都有短兵相接,美团在本地生活领域对抗阿里旗下的饿了么、京东对抗天猫、拼多多对抗淘宝。阿里的好消息是,“援兵”就要到了。上周,蚂蚁集团在港交所、上交所同时披露招股文件,有消息称,蚂蚁上市的目标估值为2250亿美元。如果顺利达成,蚂蚁将会与美团争夺老三的位置。独立阵营里,网易、小米和好未来比较稳健、呈现出与大盘一起上涨的趋势,百度、三六零等老牌玩家地位告急,一个徘徊在前十名边缘,一个已经跌到十五名之后。新晋玩家贝壳,则以568亿美元的市值排到了第八。倘若字节跳动和滴滴也能在今年成功上市,TOP10的榜单又会发生新的变数。这两家“与AT谈恋爱但不结婚”的企业,未来有可能成为新的搅局者。而在较为松散的腾讯系联盟内部,互相竞争、擦枪走火也时有发生,美团、京东、拼多多,谁不想成为AT之外的第三极呢?总而言之,超级巨头双雄对抗的局面已经一去不复返,互联网的权力格局正在打破重组。在这个进程里,不进则退,原地踏步就是掉队。深燃财经统计发现,2019年12月31日,中国互联网上市公司市值排名前10的企业,累计总市值为13678亿美元;到了2020年8月29日,这个数字变成了21721亿美元,上涨58.8%。其中,美团涨了165%,京东、拼多多涨了143%。中国互联网上市企业百亿美金俱乐部(统计时间为2020年8月29日);制图 / 深燃财经 截至2020年8月29日,市值超过100亿美元的中国互联网上市公司数量为27家,而去年年底只有18家。跟谁学、B站,以及蔚来、理想、小鹏,成为百亿美金俱乐部里的新面孔。跟谁学迎着海外机构的做空不断上涨,B站破圈为其带来了二次爆发,而在去年资金链告急、到处找钱的蔚来,今年成了资本市场的宠儿,理想、小鹏也跟着一飞冲天,在二级市场募到了足够多的钱。从资本寒冬到资本盛夏,这转变也来得太快了。02趋势之变消费互联网还没死、产业互联网还没来最近几年,“消费互联网已死、产业互联网当立”的呼声不绝于耳。而2020年给大家重新上了一课。先来简单粗暴地区分一下这两个概念:消费互联网是面向普通消费者的互联网,产业互联网是面向企业的互联网。两年前,腾讯宣布组织架构大调整,马化腾喊出了全面转型产业互联网的口号,引发了全社会关注。创业者和投资人也相继做了跟进,纷纷把企业服务当做互联网的新风口。他们的共识是,流量主导的消费互联网红利已尽,利用新技术改造传统企业则空间无限。2020年的实际情况如何呢?迄今为止,今年最火的领域有:以抖音快手视频号为代表的短视频,以淘宝抖音为代表的直播带货,以跟谁学猿辅导为代表的在线教育,以及与疫情强相关的在线办公、生鲜电商,和关注年轻人需求的各类产品(比如B站)。这些领域的火爆告诉我们,没有老去的行业,只有更年轻的人群,如何更新现有的产品,满足年轻人群的需求,才是巨头们应该思考的问题。大势之下,巨头们的身体都很诚实。腾讯在微视之外,通过微信视频号杀入短视频领域,还加码快手抗衡阿里支持的抖音;淘宝、京东、拼多多都在激进布局直播带货;字节跳动把教育业务作为战略重点,号称要扩招1万人;生鲜电商方面,美团和每日优鲜、叮咚买菜、京东到家等对手激战正酣……消费互联网风光依旧的同时,前几年行业高喊的“互联网+”迎来收获期。贝壳是“互联网+房地产”的典型代表,2019年在其平台上成交的房子价值高达2.12万亿,约占市场总额的10%,垄断性优势使其股票在上市后很快就上涨翻倍;新造车则是“互联网+汽车”的典型应用,特斯拉最近一年销量和市值节节攀高、风光无限,其中国学徒蔚来、理想、小鹏也跟着受益,他们一起度过了最艰难的摸索期,正在资本的加持下攻城略地;交通、农业、金融、医疗,也有吸收了互联网技术的新独角兽不断涌现……当然,产业互联网也不是谎言。以腾讯为例,其2020年第二季度“金融科技及企业服务”收入298.62亿元,增速虽然不及游戏业务,但也表现出了很强的韧性。不过,产业互联网眼下还是巨头们的猎场,更多的企业还要在纯线上的消费互联网、以及线上线下结合的互联网+里寻找自己的机会。03玩法之变练内功、讲故事,一个都不能少中台依旧热闹。今年以来,阿里进行了数次架构调整。先是本地生活服务公司调整为三大事业群和三大事业部。具体而言,口碑和饿了么融合并调整为三个事业群:到家、到店、商家中台和创新;另有三个事业部:物流事业部(即时配送事业部),新零售和生活服务。调整后,中台将统一收集,产品将统一归至一个大团队。后来,阿里健康、阿里大文娱、飞猪也都有过人事和组织结构的调整。腾讯也在中台方面动作不断。年初,腾讯宣布启动“SaaS技术联盟”,联合金蝶、用友、有赞、微盟、销售易等外部SaaS厂商,以及企业微信、腾讯会议、企点等腾讯内部SaaS产品,共建技术中台。在此之前,腾讯还发布了搭建教育中台的相关战略。中台,其实要解决的是大企业内部和外部“重复造轮子”的问题,是在行业增长速度放缓的大背景下,向内部要效率的必然之举。与之呼应的另一个策略是“反腐”。有统计显示,2020年上半年,有10家互联网企业曝出约60起腐败舞弊案件,这些企业包括百度、喜马拉雅、美团、京东、拼多多、大疆、字节跳动、滴滴、阿里等。在日渐常态化的互联网巨头企业反腐背后,同样是练内功、要效率的意图。毕竟,在前两年的资本寒冬预期里,所有人都要做好勒紧腰带过日子的准备。但眼下不断上涨的股市行情,正在改变一些企业的战略重心。如果能通过资本快速扩张,又何必苦炼内功?你看,滴滴就开始讲“花小猪”的扩张故事,同样的玩法、熟悉的套路,扣一个新的帽子,玩得热情高涨。你很难说,这不是滴滴背后的投资人催促其上市导致的无奈之举。老实本分如雷军,也在小米手机卖得不好的情况下,讲起了“手机XAIoT”的新故事。资本喜欢扩张,扩张需要故事。早在去年,抖音、快手就开始讲“极速版”的故事,其目的无非是烧钱做数据、做增长,先达到眼前的目的,至于以后的用户留存问题,就等以后再面对。总之,2020年的局面比较复杂。一面是传统行业的困顿,一面是互联网行业的高光;前脚大家刚做好过苦日子的准备,后脚股市的热钱就砸过来了。冰与火交织,变天是必然的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945434292,"gmtCreate":1596636760016,"gmtModify":1704213003983,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>明显的黄金坑啊。。加仓加仓!这个季度B端业务受影响太大了,一两个季度的短期业绩真的有那么重要么?不明白这些美国的基金经理在想什么。。","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>明显的黄金坑啊。。加仓加仓!这个季度B端业务受影响太大了,一两个季度的短期业绩真的有那么重要么?不明白这些美国的基金经理在想什么。。","text":"$Beyond Meat, Inc.(BYND)$明显的黄金坑啊。。加仓加仓!这个季度B端业务受影响太大了,一两个季度的短期业绩真的有那么重要么?不明白这些美国的基金经理在想什么。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945434292","isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942679432,"gmtCreate":1596125393126,"gmtModify":1704211370570,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>能不能快点啊,还在分配中,真是服了,效率太差了","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>能不能快点啊,还在分配中,真是服了,效率太差了","text":"$理想汽车(LI)$能不能快点啊,还在分配中,真是服了,效率太差了","images":[{"img":"https://static.tigerbbs.com/f85d8c95693ca5e3499d07707de736f1","width":"1125","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/942679432","isVote":1,"tweetType":1,"viewCount":2583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":953349190,"gmtCreate":1590144332810,"gmtModify":1704191988392,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>亏损增加123% ....","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>亏损增加123% ....","text":"$拼多多(PDD)$亏损增加123% ....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/953349190","isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546428319387948","authorId":"3546428319387948","name":"Newbiesball","avatar":"https://static.tigerbbs.com/772557a572655e83416ecaefc9989f2c","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3546428319387948","idStr":"3546428319387948"},"content":"你什么价位买的?","text":"你什么价位买的?","html":"你什么价位买的?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959684983,"gmtCreate":1589893476042,"gmtModify":1704191001401,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>瑞幸退市了那我的空头仓位咋办?第一次遇到这种情况","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>瑞幸退市了那我的空头仓位咋办?第一次遇到这种情况","text":"$瑞幸咖啡(LK)$瑞幸退市了那我的空头仓位咋办?第一次遇到这种情况","images":[{"img":"https://static.tigerbbs.com/3f19d4cb1e41a6d5c4fc5a6fcb72d4e1","width":"1125","height":"1841"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/959684983","isVote":1,"tweetType":1,"viewCount":8808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485004700215261","authorId":"3485004700215261","name":"椰果布丁","avatar":"https://static.laohu8.com/1fdf55f4aba6abb2be0b9f883e8a7473","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3485004700215261","idStr":"3485004700215261"},"content":"不要还啦 血赚","text":"不要还啦 血赚","html":"不要还啦 血赚"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":924624203,"gmtCreate":1588340329802,"gmtModify":1704367431165,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460344812952309","idStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>还不复盘啊,我等着股价跌到1元以下呢","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>还不复盘啊,我等着股价跌到1元以下呢","text":"$瑞幸咖啡(LK)$还不复盘啊,我等着股价跌到1元以下呢","images":[{"img":"https://static.tigerbbs.com/20099da53ea1119a3fab9e1c83c72b03","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/924624203","isVote":1,"tweetType":1,"viewCount":5324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545994753872141","authorId":"3545994753872141","name":"微笑向暖哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3545994753872141","idStr":"3545994753872141"},"content":"也有可能处理好后高管抓捕投资人钱一分不到赔付.....公司照常经营,股市正常复盘,空单有爆仓的可能,万一退市也就等于爆仓了,头尾空单最危险多单风险小于空单!个人见解","text":"也有可能处理好后高管抓捕投资人钱一分不到赔付.....公司照常经营,股市正常复盘,空单有爆仓的可能,万一退市也就等于爆仓了,头尾空单最危险多单风险小于空单!个人见解","html":"也有可能处理好后高管抓捕投资人钱一分不到赔付.....公司照常经营,股市正常复盘,空单有爆仓的可能,万一退市也就等于爆仓了,头尾空单最危险多单风险小于空单!个人见解"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":959684983,"gmtCreate":1589893476042,"gmtModify":1704191001401,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>瑞幸退市了那我的空头仓位咋办?第一次遇到这种情况","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>瑞幸退市了那我的空头仓位咋办?第一次遇到这种情况","text":"$瑞幸咖啡(LK)$瑞幸退市了那我的空头仓位咋办?第一次遇到这种情况","images":[{"img":"https://static.tigerbbs.com/3f19d4cb1e41a6d5c4fc5a6fcb72d4e1","width":"1125","height":"1841"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/959684983","isVote":1,"tweetType":1,"viewCount":8808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485004700215261","authorId":"3485004700215261","name":"椰果布丁","avatar":"https://static.laohu8.com/1fdf55f4aba6abb2be0b9f883e8a7473","crmLevel":4,"crmLevelSwitch":1,"idStr":"3485004700215261","authorIdStr":"3485004700215261"},"content":"不要还啦 血赚","text":"不要还啦 血赚","html":"不要还啦 血赚"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":942679432,"gmtCreate":1596125393126,"gmtModify":1704211370570,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>能不能快点啊,还在分配中,真是服了,效率太差了","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>能不能快点啊,还在分配中,真是服了,效率太差了","text":"$理想汽车(LI)$能不能快点啊,还在分配中,真是服了,效率太差了","images":[{"img":"https://static.tigerbbs.com/f85d8c95693ca5e3499d07707de736f1","width":"1125","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/942679432","isVote":1,"tweetType":1,"viewCount":2583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":924624203,"gmtCreate":1588340329802,"gmtModify":1704367431165,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>还不复盘啊,我等着股价跌到1元以下呢","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>还不复盘啊,我等着股价跌到1元以下呢","text":"$瑞幸咖啡(LK)$还不复盘啊,我等着股价跌到1元以下呢","images":[{"img":"https://static.tigerbbs.com/20099da53ea1119a3fab9e1c83c72b03","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/924624203","isVote":1,"tweetType":1,"viewCount":5324,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545994753872141","authorId":"3545994753872141","name":"微笑向暖哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545994753872141","authorIdStr":"3545994753872141"},"content":"也有可能处理好后高管抓捕投资人钱一分不到赔付.....公司照常经营,股市正常复盘,空单有爆仓的可能,万一退市也就等于爆仓了,头尾空单最危险多单风险小于空单!个人见解","text":"也有可能处理好后高管抓捕投资人钱一分不到赔付.....公司照常经营,股市正常复盘,空单有爆仓的可能,万一退市也就等于爆仓了,头尾空单最危险多单风险小于空单!个人见解","html":"也有可能处理好后高管抓捕投资人钱一分不到赔付.....公司照常经营,股市正常复盘,空单有爆仓的可能,万一退市也就等于爆仓了,头尾空单最危险多单风险小于空单!个人见解"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":906914722,"gmtCreate":1558572347066,"gmtModify":1704696860882,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"$拼多多(PDD)$ $趣头条(QTT)$ 空头小赚","listText":"$拼多多(PDD)$ $趣头条(QTT)$ 空头小赚","text":"$拼多多(PDD)$ $趣头条(QTT)$ 空头小赚","images":[{"img":"https://static.tigerbbs.com/5b85c07917387436a27c3df3075c59c7"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/906914722","isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":199041181,"gmtCreate":1620658570243,"gmtModify":1620658570243,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","text":"$老虎证券(TIGR)$经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199041181","isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347997643,"gmtCreate":1618454492782,"gmtModify":1618454550793,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>为什么成交不了!?!?!!?操,垃圾老虎","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>为什么成交不了!?!?!!?操,垃圾老虎","text":"$快手-W(01024)$为什么成交不了!?!?!!?操,垃圾老虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/347997643","isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":932494131,"gmtCreate":1573035658223,"gmtModify":1704725381658,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a>空头","listText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a>空头","text":"$优步(UBER)$空头","images":[{"img":"https://static.tigerbbs.com/9249ff1020b24a194ffe6520ed697d08","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/932494131","isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":199049029,"gmtCreate":1620658485961,"gmtModify":1620658485961,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","text":"$知乎(ZH)$经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199049029","isVote":1,"tweetType":1,"viewCount":1673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356302353,"gmtCreate":1616753354172,"gmtModify":1616753354172,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"数据录错了","listText":"数据录错了","text":"数据录错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356302353","repostId":"1179857436","repostType":2,"isVote":1,"tweetType":1,"viewCount":1767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310517829,"gmtCreate":1611332639561,"gmtModify":1703749994111,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>300亿也太便宜了,看看思摩尔的估值","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>300亿也太便宜了,看看思摩尔的估值","text":"$RLX科技(RLX)$300亿也太便宜了,看看思摩尔的估值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310517829","isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542064321485643","authorId":"3542064321485643","name":"一生伏首拜巴芒","avatar":"https://static.tigerbbs.com/b48c4c8d30f0236a24565be834b7878f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3542064321485643","authorIdStr":"3542064321485643"},"content":"思摩尔涨了四五倍了也不过115倍PE,这货一上市就2000多倍PE,注意是2000而不是200,它何德何能撑起这么高的估值?","text":"思摩尔涨了四五倍了也不过115倍PE,这货一上市就2000多倍PE,注意是2000而不是200,它何德何能撑起这么高的估值?","html":"思摩尔涨了四五倍了也不过115倍PE,这货一上市就2000多倍PE,注意是2000而不是200,它何德何能撑起这么高的估值?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953349190,"gmtCreate":1590144332810,"gmtModify":1704191988392,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>亏损增加123% ....","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>亏损增加123% ....","text":"$拼多多(PDD)$亏损增加123% ....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/953349190","isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546428319387948","authorId":"3546428319387948","name":"Newbiesball","avatar":"https://static.tigerbbs.com/772557a572655e83416ecaefc9989f2c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3546428319387948","authorIdStr":"3546428319387948"},"content":"你什么价位买的?","text":"你什么价位买的?","html":"你什么价位买的?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":134027406,"gmtCreate":1622194354805,"gmtModify":1622194354805,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>各国都陆续收紧加密货币政策了,资本市场最厌恶高度不确定性、高波动性的风险,再加上全球流动性缓慢收紧,加密货币价格还得跌,coin股价也得跌,木头姐的50万预测纯属YY,那么多好股票,干嘛非要来掺和这一只","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>各国都陆续收紧加密货币政策了,资本市场最厌恶高度不确定性、高波动性的风险,再加上全球流动性缓慢收紧,加密货币价格还得跌,coin股价也得跌,木头姐的50万预测纯属YY,那么多好股票,干嘛非要来掺和这一只","text":"$Coinbase Global, Inc.(COIN)$各国都陆续收紧加密货币政策了,资本市场最厌恶高度不确定性、高波动性的风险,再加上全球流动性缓慢收紧,加密货币价格还得跌,coin股价也得跌,木头姐的50万预测纯属YY,那么多好股票,干嘛非要来掺和这一只","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134027406","isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971290414,"gmtCreate":1598960756238,"gmtModify":1704220804171,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"把新能源汽车归到互联网也是搞笑","listText":"把新能源汽车归到互联网也是搞笑","text":"把新能源汽车归到互联网也是搞笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/971290414","repostId":"1139968460","repostType":4,"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390253986,"gmtCreate":1605800641245,"gmtModify":1703839765511,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>估值太高了,营销驱动的业绩延续性也不好,估计很快就破发了啊,参考名创优品","listText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>估值太高了,营销驱动的业绩延续性也不好,估计很快就破发了啊,参考名创优品","text":"$逸仙电商(YSG)$估值太高了,营销驱动的业绩延续性也不好,估计很快就破发了啊,参考名创优品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390253986","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199040872,"gmtCreate":1620658445596,"gmtModify":1620658445596,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","text":"$哔哩哔哩(BILI)$经济过热,资金流向传统周期;流动性逐步收紧;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股,四大利空,今年中概互联网股注定不好过,别重仓,慎抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199040872","isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393977003,"gmtCreate":1606229150802,"gmtModify":1703841891259,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>回调了是买入的好时机啊!","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>回调了是买入的好时机啊!","text":"$小鹏汽车(XPEV)$回调了是买入的好时机啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393977003","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150619274,"gmtCreate":1624895857298,"gmtModify":1624895857298,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"这种低壁垒、同质化、高亏损,还急吼吼上市的公司,还是小心点吧","listText":"这种低壁垒、同质化、高亏损,还急吼吼上市的公司,还是小心点吧","text":"这种低壁垒、同质化、高亏损,还急吼吼上市的公司,还是小心点吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150619274","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199999108,"gmtCreate":1620660040404,"gmtModify":1620660040404,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>经济过热,资金流向传统周期;流动性逐步收紧;长期利率上行杀成长股估值;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。五大利空,今年中概互联网股注定不好过,别重仓,慎抄底","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>经济过热,资金流向传统周期;流动性逐步收紧;长期利率上行杀成长股估值;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。五大利空,今年中概互联网股注定不好过,别重仓,慎抄底","text":"$拼多多(PDD)$经济过热,资金流向传统周期;流动性逐步收紧;长期利率上行杀成长股估值;去年疫情造成的互联网公司财报高基数;美国刻意打压中概股。五大利空,今年中概互联网股注定不好过,别重仓,慎抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199999108","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341368219,"gmtCreate":1617784040231,"gmtModify":1617784040231,"author":{"id":"3460344812952309","authorId":"3460344812952309","name":"妖精刈鄢","avatar":"https://static.tigerbbs.com/3ecdaaf60de8fb53b4985635dc42b25f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460344812952309","authorIdStr":"3460344812952309"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EM\">$怪兽充电(EM)$</a>商业模式没有壁垒,对下游商家没有议价权,不看好","listText":"<a href=\"https://laohu8.com/S/EM\">$怪兽充电(EM)$</a>商业模式没有壁垒,对下游商家没有议价权,不看好","text":"$怪兽充电(EM)$商业模式没有壁垒,对下游商家没有议价权,不看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341368219","isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}