T20210902002的个人主页 - 老虎社区

T20210902002

T20210902002

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IP属地：山东

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0勋章

2023-12-23

$容联云(RAASY)$ 怎么交易

06-21

$容联云(RAAS)$ 还有开盘的希望吗

2021-06-12

$BOSS直聘(BZ)$还是老虎好！冲冲冲！

2022-11-10

$蜗牛游戏(SNAL)$ 直接退市吧，别开盘了

2022-01-27

$京东(JD)$京东肯定会成为行业老大的

2020-07-29

申购了483股

2023-03-09

$京东(JD)$ 掉这么多，太不合理了

2021-10-20

$哔哩哔哩(BILI)$股价严重低估了

2022-03-04

$拼多多(PDD)$阿里都大涨了

2021-11-18

京东高速发展，人民收入增加，更愿买正规东西

京东集团三季度营收2187亿元，活跃用户数5.52亿

2021-03-10

少发利空文章，垃圾

亏损与股价暴涨的矛盾，是B站与华尔街的分歧

11-07

性价比太高了，比我的P7便宜10万了

小鹏P7+正式上市，起售价为18.68万元

2021-11-23

$京东(JD)$未来的中国老大

2021-08-04

$哔哩哔哩(BILI)$相信未来大涨

2021-02-17

买股不能投机，如物农网风险太高。看好业绩潜力长期持有，比如老虎证券。

03-20

$京东(JD)$ 营收是拼多多的4倍，股价是拼多多的1/5，求解

03-20

一年不及京东一个季度的，股价却是京东的5倍，不理解

拼多多2023年Q4营收888.8亿元，调整后净利润同比增110%

2021-10-13

$RLX科技(RLX)$明天还会大涨的

2021-03-23

京东是中国最具潜力的互联网公司，随着经济发展，低端客户会变成高端客户，值得长期持有

2020-07-31

$理想汽车(LI)$现在时间是12点38分，咱们这一直分配中，有没有补偿呀？@小虎活动 @小虎周报 @老虎专刊

去老虎APP查看更多动态

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏P7+正式上市，起售价为18.68万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-07 21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c130d027149ea18881303fb62072e46c\" title=\"\" tg-width=\"722\" tg-height=\"372\"/></p><p>受此消息影响，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>美股盘中一度飙涨逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cf8964e3b87d8cfbd6fb81b933c4e6c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"BK1587":"次新股","BK1539":"汽车股","BK1119":"汽车制造商","BK1575":"同股不同权","BK1588":"回港中概股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","XPEV":"小鹏汽车","BK1610":"ETF&股票定投概念","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185414620","content_text":"11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。受此消息影响，小鹏汽车美股盘中一度飙涨逾14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548250395594327","authorId":"3548250395594327","name":"资深韭菜不饶人","avatar":"https://static.tigerbbs.com/90f7853f84dbd801959c590f09a29041","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3548250395594327","idStr":"3548250395594327"},"content":"我官网都打不开了 性价比巨高","text":"我官网都打不开了 性价比巨高","html":"我官网都打不开了 性价比巨高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367734918463696,"gmtCreate":1730819534539,"gmtModify":1730820373886,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3461627930667913","idStr":"3461627930667913"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 赌特朗普获胜吗","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 赌特朗普获胜吗","text":"$特斯拉(TSLA)$ 赌特朗普获胜吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367734918463696","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367791847374904,"gmtCreate":1730810839826,"gmtModify":1730810841803,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3461627930667913","idStr":"3461627930667913"},"themes":[],"htmlText":"好，小鹏市值一路攀升","listText":"好，小鹏市值一路攀升","text":"好，小鹏市值一路攀升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367791847374904","repostId":"2479796626","repostType":2,"repost":{"id":"2479796626","kind":"news","pubTimestamp":1730331000,"share":"https://www.laohu8.com/m/news/2479796626?lang=&edition=full","pubTime":"2024-10-31 07:30","market":"us","language":"zh","title":"小鹏汽车们不讲武德？周鸿祎激辩何小鹏：新能源车叫不叫创新？","url":"https://stock-news.laohu8.com/highlight/detail?id=2479796626","media":"砍柴网","summary":"在新浪新闻2024探索大会上，360创始人周鸿祎与小鹏汽车董事长何小鹏等进行了激情对谈。从燃油车到新能源车，以小鹏汽车为代表的中国新能源车凭什么在提供更好驾乘体验的同时还能在价格上不讲武德，大举碾压一众传统豪华汽车呢？周鸿祎认为，创新有两个主要思路。但是像小鹏他们国内车厂不讲武德了，他们做电车这个推力很澎湃。何小鹏认为，AI将来是一个基础。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OR9QxqiLo1JIEu0Xl6ahULHnxjExdTZifSaSCpvIq6LLgAA/0\"/><p>来源：TechWeb（ID:TechWeb）</p><p>作者：果青</p><p>新的科技树让我们有换道重新赛跑的巨大机遇。</p><p>在新浪新闻2024探索大会上，360创始人周鸿祎与<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>董事长何小鹏等进行了激情对谈。</p><p><strong>在谈到“在AI的大背景下，如何理解创新”这个话题，两人不约而同提到了汽车行业的创新。</strong></p><p>从燃油车到新能源车，以小鹏汽车为代表的中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车凭什么在提供更好驾乘体验的同时还能在价格上不讲武德，大举碾压一众传统<a href=\"https://laohu8.com/S/DLX\">豪华</a>汽车呢？</p><p>两位提到的“think different”、“换道赛跑”等创新方式或许正是解答。</p><p><strong>周鸿祎：今天新能源车叫不叫创新？</strong></p><p>周鸿祎认为，创新有两个主要思路。一个是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的slogan所宣称的“think different”，就是叫“与众不同”。</p><p>“实际上我理解成叫反向操作，就是别人怎么干，我要跟你反着干，因为我不会愿意接受市场领先者的游戏规则。”</p><p>AMD一直跟着intel干，但是ARM和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跟intel全是反向操作。现在反过来，ARM有了市场份额之后，反而现在进攻了桌面和服务器市场。英伟达的GPU就是做并行计算，等了很多年，终于等到机会，一举就超过了所有的同行。</p><p>另一个是，很多人把创新等同于发明，这是一个误解，极少数人会成为发明家，这种创新很难得可贵，但是绝大多数企业是没有这个能力的。</p><img src=\"https://inews.gtimg.com/om_bt/OMaKa2u2qXLqmLfotRVHO7HcqJt3aJKlqvmrj-K8TEKywAA/0\"/><p>周鸿祎强调，实际上很多企业的创新，是把别人已经做过的事换一种方式再做一遍。换什么方式呢？大概总结了几种方式：要么是把原来体验很费力的一件事情，做的现在体验很简单；原来很难得到的一个东西现在变得很容易，或者原来很贵的一个东西变得很便宜。也就是说从用户体验，从商业模式上来进行这种像也是反向操作。</p><p>现在包括国内的很多大公司，还有国外的大公司在用大模型的时候，并没有急于用大模型做出新东西。而是用大模型把已有的业务在流程中的卡点和堵点优化。</p><p>如何检验这种创新是否有效，周鸿祎提了一个“十倍原则”，就是能减少十倍的人力、或者能降低十倍的成本、或者是能提升十倍的体验等等，找到这些点，去赋能，它也叫创新。</p><p><strong>“今天新能源车叫不叫创新？”</strong></p><p>车这个行业已经干了一百多年了，是个非常古老的行业。但是原来是四个轮子的沙发，小鹏他们就把它改成四个轮子的超级电脑，那这就是换一种方式把汽车做一遍。这就是体验上的创新。</p><p><strong>比如说今天你要是想买一个0到100公里加速3秒的油车，恐怕得买超级跑车。据说没有四五百万人民币下不来。</strong></p><p><strong>但是像小鹏他们国内车厂不讲武德了，他们做电车这个推力很澎湃。像很多轿跑，大概二三十万的车做到0到100公里，加速也能在3秒4秒。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OuTEAZf0N3h2hFkeoK2dsqUusuoecIaQSDugT9roylz4EAA/0\"/><p>小鹏G6</p><p><strong>这就是用新的技术，让过去很难达到的事情现在达到了，我觉得这也叫创新</strong><strong>。</strong></p><p>过去，要百万以上的迈巴赫，才会有按摩座椅、通风加热等功能。现在国产车，从50万到20万的车，甚至到15万的车，都无一例外给弄一个“彩电、冰箱、大沙发”都给你用上，这也算一种创新。</p><p>绝大多数企业能够把已经做过的事情，重新把它换一种方式做一遍，就有可能也是创新。</p><p><strong>何小鹏：弯道超车的难度远远高于换道赛跑</strong></p><p><strong>明年没有强AI能力的汽车开始难卖</strong></p><p>何小鹏补充认为，think different里面有一个点，就是你到底是弯道超车还是换道赛车。我认为在过去的时间里面，大部分做不到弯道超车，除非你的科技树跟别人的科技树是完全不一样。</p><p>就像刚才老周（周鸿祎）讲我们不讲武德，原来有很多的东西是很贵的。比如说汽油的引擎要想做到3秒100公里加速是很贵的，原来的空气悬挂成本就几万块钱，现在已经能够做到是以前的10分之1，原来的很多在摄像头、激光雷达、高级定位的感知，一套可能要10万到20万人民币。现在已经做的也是10分之1。</p><p><strong>所以新的科技树让我们有换道重新赛跑的巨大机遇。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OXPOrylvDubU08ABt8-fhJudx-iyxxhtw5hOOIsSTHf8cAA/0\"/><p>我觉得这一点是有非常多人应该思考的，“<strong>弯道超车的难度远远高于换道赛跑</strong>”。</p><p>为什么我们中国的造车新势力能够做到，不是弯道超车，是换了一条赛道，就是在新的电化学领域里面，这个汽车主力的能力靠供电，它才能撑住冰箱、彩电、大沙发跟电脑这些车内的配置。</p><p><strong>我们所做的很多的逻辑是在全新的赛道。</strong><strong>我们要相信它是用户的需求。</strong>且这个用户的需求，我们还能够把节奏做到一个非直线，但是适合我们的曲线的节奏。我认为更多的是有形成了从微创，从小型创新到大型创新的一个变化。</p><p>何小鹏认为，<strong>AI将来是一个基础。下一个十年也是AI汽车的十年</strong><strong>。</strong></p><p>为什么我们现在把AI当做一个汽车的基础能力？把高等级自动驾驶内置进去了，它会自动调整你的悬挂，能够让你过这个底这个减速带更舒服；当我们有AI内置进去之后，可以做到把电池的管理做得更好，那每一台车的续航可以提高5公里到20公里。所以AI的汽车，我相信他一定会让以后的汽车有巨大的变化。这个变化就会意味着到了明年没有强AI能力，没有强自动驾驶能力的汽车都开始难卖了。</p><img src=\"https://inews.gtimg.com/om_bt/OY0W0r8MgZTmAbS4cMuAaj-_YFtx2fKBy7UgXzVFYYMgoAA/0\"/></article></body></html>","source":"tencent","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://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241031073515a1fd77b9&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：TechWeb（ID:TechWeb）作者：果青新的科技树让我们有换道重新赛跑的巨大机遇。在新浪新闻2024探索大会上，360创始人周鸿祎与小鹏汽车董事长何小鹏等进行了激情对谈。在谈到“在AI的大背景下，如何理解创新”这个话题，两人不约而同提到了汽车行业的创新。从燃油车到新能源车，以小鹏汽车为代表的中国新能源车凭什么在提供更好驾乘体验的同时还能在价格上不讲武德，大举碾压一众传统豪华汽车呢？...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241031073515a1fd77b9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","ARM":"ARM Holdings","BK4551":"寇图资本持仓","FFIE":"Faraday Future","BK4505":"高瓴资本持仓","09868":"小鹏汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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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>蔚来：入选首批自动驾驶L3/L4准入和上路通行试点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240604222538958db755&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来在官方微博发文表示，蔚来入选首批自动驾驶L3/L4准入和上路通行试点。该试点目标是在前期广泛的智能网联汽车道路测试与示范应用基础上，遴选具备量产条件的、搭载自动驾驶功能的智能网联汽车产品，包括3级驾驶自动化(L3)和4级驾驶自动化(L4)，经过批准后，在限定区域内开展上路通行，从而为高级别自动驾驶市场化打下基础。此前，蔚来已于2023年12月获得上海市有条件自动驾驶(L3级)高快速路测试牌照，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240604222538958db755&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","09866":"蔚来-SW","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4588":"碎股","BK4526":"热门中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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首批为什么没有小鹏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313388334145808","isVote":1,"tweetType":1,"viewCount":3300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308345735450808,"gmtCreate":1716301655306,"gmtModify":1716302903088,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3461627930667913","idStr":"3461627930667913"},"themes":[],"htmlText":"大波动，做了很满意的T","listText":"大波动，做了很满意的T","text":"大波动，做了很满意的T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308345735450808","isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306796068884768,"gmtCreate":1715936063083,"gmtModify":1715936065080,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3461627930667913","idStr":"3461627930667913"},"themes":[],"htmlText":"股价不及某多多的零头，太不可思议了吧","listText":"股价不及某多多的零头，太不可思议了吧","text":"股价不及某多多的零头，太不可思议了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306796068884768","repostId":"2435609606","repostType":2,"repost":{"id":"2435609606","kind":"news","pubTimestamp":1715884493,"share":"https://www.laohu8.com/m/news/2435609606?lang=&edition=full","pubTime":"2024-05-17 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justify;\">许冉表示：</p><blockquote><p style=\"text-align: justify;\">我们对我们在这一领域的市场领先地位和成熟的供应链能力充满信心，我们将继续专注于我们自己的战略，通过差异化增值服务（如一站式服务贸易服务、新产品发布、更具竞争力的价格产品和更具活力的平台生态系统）扩大业务和利润。</p></blockquote><h2 id=\"id_278991414\">季度活跃用户同比强劲增长，订单量继续保持两位数同比增长</h2><p style=\"text-align: justify;\">一季度财报并没有披露用户变化的具体数据，但京东表示，一季度集团在用户增长、用户行为和用户体验的多方面实现了积极表现。</p><blockquote><p style=\"text-align: justify;\"><strong>用户数量持续增长：</strong>季度活跃用户同比实现强劲增长，包括新用户、存量用户和高级会员。低线城市用户群加速增长，订单量和购物频率呈两位数增长，表明价格敏感客户的吸引力增加。</p><p style=\"text-align: justify;\"><strong>用户行为积极：</strong>平台购物频率同比实现两位数大幅增长；订单量继续保持两位数同比增长，连续三个季度保持增速；平均订单价值有所下降，但ARPU相对稳定。</p><p style=\"text-align: justify;\"><strong>用户体验不断优化：</strong>推出多项用户体验计划，团队在执行方面取得实质性进展；NPS（净推荐值）显著上升，提供差异化服务，如电子家电类的综合贸易服务、超市类的直发以及24小时送货等；扩大了免费送货和免费上门取件退货的覆盖范围。</p></blockquote><p style=\"text-align: justify;\">平台商家方面，据京东介绍，一季度Pop商家有效店铺数突破百万，<strong>活跃商家数连续四个季度加速增长</strong>，但总商家数相对行业其他平台仍较小，京东将继续努力招商和培养更多活跃商家，<strong>预计未来商家数将持续上升。</strong></p><h2 id=\"id_110320590\">618大战在即，京东如何应对？</h2><p style=\"text-align: justify;\">距离618已经只有30余天。在京东内部，618几乎成为了2024年“守住山河”一般的关键战役。</p><p style=\"text-align: justify;\">京东在电话会上表示，将在持续坚持低价策略的同时，突出京东的差异化优势，为消费者提供好价格、好产品和好服务。<strong>对于整个618大促的表现，京东保持比较乐观的预期。</strong></p><p style=\"text-align: justify;\">销售节奏进行了一些调整，<strong>今年618将在5月31日晚8点直接开始</strong>，回归到用户购物体验的本质。</p><p style=\"text-align: justify;\">京东表示，继续关注与品牌和供应商的合作，巩固京东的销售和用户心智，加大对百万级别中小商家的支持力度，帮助他们实现更多的增长目标。</p><p style=\"text-align: justify;\">京东认为在业务运营效率方面仍然有很大的提升空间，京东在去年花了大量时间来提升运营效率，主要包括业务团队的经营能力，以及用户和流量的运营效率。提升运营效率将是京东提升利润和保持长期竞争力的关键所在。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=https://wallstreetcn.com/articles/3715090><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东介绍称，一季度超市类别恢复健康增长，GMV和收入均以两位数百分比的速度增长，订单量和购物频率增加。刚刚京东交出了一份较为亮眼的业绩——一季度营收和利润双双超过市场预期，京东物流营收大增且扭亏为盈，零售业务稳步增长。在稍后召开的电话会上，京东介绍称，一季度集团在用户增长、用户行为和用户体验等多方面实现了积极表现，季度活跃用户同比实现强劲增长，低线城市用户群加速增长。京东表示，随着用户数量的持续...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715090\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b0aa320893e595da83d4546ec113741","relate_stocks":{"89618":"京东集团-SWR","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1142":"互联网与直销零售","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) 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INC","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3715090","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435609606","content_text":"京东介绍称，一季度超市类别恢复健康增长，GMV和收入均以两位数百分比的速度增长，订单量和购物频率增加。刚刚京东交出了一份较为亮眼的业绩——一季度营收和利润双双超过市场预期，京东物流营收大增且扭亏为盈，零售业务稳步增长。在稍后召开的电话会上，京东介绍称，一季度集团在用户增长、用户行为和用户体验等多方面实现了积极表现，季度活跃用户同比实现强劲增长，低线城市用户群加速增长。京东表示，随着用户数量的持续提升，有信心在2024年超额完成既定增长目标。与此同时，在保持集团和零售业务利润额稳定的基础上，会有纪律地投入到用户体验提升和市场份额获取，将围绕长期供应链能力完善和用户体验提升进行针对性的业务投入。超市类GMV和收入均以两位数百分比的速度京东集团CEO许冉在电话会上介绍称，一季度超市类别恢复健康增长，GMV和收入均以两位数百分比的速度增长，订单量和购物频率增加。预计超市的势头将在今年剩余时间内持续，并在长期内保持重要的增长驱动力。此外，电子和家用电器类别仍然很有弹性。许冉表示：我们对我们在这一领域的市场领先地位和成熟的供应链能力充满信心，我们将继续专注于我们自己的战略，通过差异化增值服务（如一站式服务贸易服务、新产品发布、更具竞争力的价格产品和更具活力的平台生态系统）扩大业务和利润。季度活跃用户同比强劲增长，订单量继续保持两位数同比增长一季度财报并没有披露用户变化的具体数据，但京东表示，一季度集团在用户增长、用户行为和用户体验的多方面实现了积极表现。用户数量持续增长：季度活跃用户同比实现强劲增长，包括新用户、存量用户和高级会员。低线城市用户群加速增长，订单量和购物频率呈两位数增长，表明价格敏感客户的吸引力增加。用户行为积极：平台购物频率同比实现两位数大幅增长；订单量继续保持两位数同比增长，连续三个季度保持增速；平均订单价值有所下降，但ARPU相对稳定。用户体验不断优化：推出多项用户体验计划，团队在执行方面取得实质性进展；NPS（净推荐值）显著上升，提供差异化服务，如电子家电类的综合贸易服务、超市类的直发以及24小时送货等；扩大了免费送货和免费上门取件退货的覆盖范围。平台商家方面，据京东介绍，一季度Pop商家有效店铺数突破百万，活跃商家数连续四个季度加速增长，但总商家数相对行业其他平台仍较小，京东将继续努力招商和培养更多活跃商家，预计未来商家数将持续上升。618大战在即，京东如何应对？距离618已经只有30余天。在京东内部，618几乎成为了2024年“守住山河”一般的关键战役。京东在电话会上表示，将在持续坚持低价策略的同时，突出京东的差异化优势，为消费者提供好价格、好产品和好服务。对于整个618大促的表现，京东保持比较乐观的预期。销售节奏进行了一些调整，今年618将在5月31日晚8点直接开始，回归到用户购物体验的本质。京东表示，继续关注与品牌和供应商的合作，巩固京东的销售和用户心智，加大对百万级别中小商家的支持力度，帮助他们实现更多的增长目标。京东认为在业务运营效率方面仍然有很大的提升空间，京东在去年花了大量时间来提升运营效率，主要包括业务团队的经营能力，以及用户和流量的运营效率。提升运营效率将是京东提升利润和保持长期竞争力的关键所在。","news_type":1},"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":255092240285904,"gmtCreate":1703289356481,"gmtModify":1703289357282,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/JD\">京东</a>公布2021年三季度财报。</p>\n<p><b>主要业绩</b></p>\n<p><b>第三季度净营收2187亿元人民币，同比增长25.5%。市场预估2156.1亿元人民币。</b></p>\n<p>第三季度经营利润为人民币26亿元（4亿美元），经营利润率为1.2%。去年同期为人民币44亿元；非公认会计准则下经营利润为人民币46亿元（7亿美元），去年同期为人民币53亿元。</p>\n<p>第三季度归属于普通股股东的净损失为人民币28亿元（4亿美元），去年同期为净利润人民币76亿元。</p>\n<p>第三季度，其他非经营损失为人民币31亿元（5亿美元），其他净额的减少主要是由于上市公司股权投资股价下降导致投资证券产生公允价值变动损失。</p>\n<p>第三季度调整后每ADS收益3.16元人民币，分析师预估2元人民币。</p>\n<p>第三季度执行费用143亿元人民币，分析师预估142.6亿元人民币。其中96%的成本和费用都用于商品采购、基础设施、物流履约、技术研发、员工薪酬福利以及对品牌商家扶持等实体经济投入。</p>\n<p><img src=\"https://static.tigerbbs.com/7e510d555325fefdad30743a017f5233\" tg-width=\"619\" tg-height=\"755\" referrerpolicy=\"no-referrer\"></p>\n<p><b>业务表现</b></p>\n<p>第三季度年度活跃用户帐户5.522亿，分析师预估5.568亿。</p>\n<p>第三季度商品收入同比增加22.9%，服务收入同比增加43.3%。</p>\n<p>第三季度，京东物流的收入为257.5亿元，较2020年第三季度179.6亿元增长了43.37%。截至2021年9月30日，京东物流运营约1,300个仓库。包含京东物流管理的云仓面积在内，仓储总面积超过2,300万平方米。</p>\n<p>第三季度，京东的新业务收入为57.3亿元，较2020年第三季度43亿元增长了33.26%。</p>\n<p>前三季度，京东全渠道GMV实现了近100%的同比增长，带动线下实体商家拓展新的增长空间。在产业链上游，京东已服务近70%的省级“专精特新”中小企业和小巨人，以及数百万中小企业；京东自有品牌业务推出的“产业带CEO计划”已覆盖全国70%的产业带。</p>\n<p><img src=\"https://static.tigerbbs.com/e94e29264767adfc29538b338d77dc2c\" tg-width=\"550\" tg-height=\"2080\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf5337c9c7bc23ec872d30a10fe10327","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133950613","content_text":"11月18日（周四），京东公布2021年三季度财报。\n主要业绩\n第三季度净营收2187亿元人民币，同比增长25.5%。市场预估2156.1亿元人民币。\n第三季度经营利润为人民币26亿元（4亿美元），经营利润率为1.2%。去年同期为人民币44亿元；非公认会计准则下经营利润为人民币46亿元（7亿美元），去年同期为人民币53亿元。\n第三季度归属于普通股股东的净损失为人民币28亿元（4亿美元），去年同期为净利润人民币76亿元。\n第三季度，其他非经营损失为人民币31亿元（5亿美元），其他净额的减少主要是由于上市公司股权投资股价下降导致投资证券产生公允价值变动损失。\n第三季度调整后每ADS收益3.16元人民币，分析师预估2元人民币。\n第三季度执行费用143亿元人民币，分析师预估142.6亿元人民币。其中96%的成本和费用都用于商品采购、基础设施、物流履约、技术研发、员工薪酬福利以及对品牌商家扶持等实体经济投入。\n\n业务表现\n第三季度年度活跃用户帐户5.522亿，分析师预估5.568亿。\n第三季度商品收入同比增加22.9%，服务收入同比增加43.3%。\n第三季度，京东物流的收入为257.5亿元，较2020年第三季度179.6亿元增长了43.37%。截至2021年9月30日，京东物流运营约1,300个仓库。包含京东物流管理的云仓面积在内，仓储总面积超过2,300万平方米。\n第三季度，京东的新业务收入为57.3亿元，较2020年第三季度43亿元增长了33.26%。\n前三季度，京东全渠道GMV实现了近100%的同比增长，带动线下实体商家拓展新的增长空间。在产业链上游，京东已服务近70%的省级“专精特新”中小企业和小巨人，以及数百万中小企业；京东自有品牌业务推出的“产业带CEO计划”已覆盖全国70%的产业带。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323726386,"gmtCreate":1615378812345,"gmtModify":1703488120428,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"少发利空文章，垃圾","listText":"少发利空文章，垃圾","text":"少发利空文章，垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323726386","repostId":"2118738624","repostType":2,"repost":{"id":"2118738624","kind":"news","pubTimestamp":1615357980,"share":"https://www.laohu8.com/m/news/2118738624?lang=&edition=full","pubTime":"2021-03-10 14:33","market":"us","language":"zh","title":"亏损与股价暴涨的矛盾，是B站与华尔街的分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=2118738624","media":"BT财经","summary":"当B站挂牌美股，华尔街的分析师们普遍看好这来自中国的“年轻版奈飞”。业内人士指出，B站的社区氛围鲜明，被许多人认可。营收攀升也带来了成本的迅速攀升，B站还在为其未来的全量版图积极布局。面对这样的B站华尔街的分析师们开始转身，特别是对比奈飞的财报。资本市场看好B站，主要原因是看好其聚拢年轻人的能力。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210310145157577d235gfxge6fgyba\"/><p><strong>文丨BT财经 常倩倩</strong></p><p>曾经的B站被华尔街看作“年轻版”奈飞，“成年的奈飞”开始走精品化、圈层化的路线，而在美国上市后的B站，却开始抛弃二次元的定位和年轻受众，尝试走“破圈”之路……</p><p>3月9日，中概股集体大涨，其中有256只个股上涨，只有42只个股下跌，<a href=\"https://laohu8.com/S/XNET\">迅雷</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨幅居前，上涨都超10%，B站也扭转2月中旬以来下降趋势，上涨8.81%，报收107美元，市值为384亿美元（约2457亿元）。</p><p>之所以单独提到B站，是因为与其他中概股不同，B站从2018年在纳斯达克上市以来，几乎没有经历过暴跌的“大风大浪”，三年来一直处于上升趋势，累计涨幅超过800%。</p><p>而B站能一直被华尔街看中，股票涨势风生水起，多亏了奈飞。</p><p><strong>华尔街眼中“年轻版”奈飞</strong></p><p><strong>B站是吃到流媒体时代第一波红利的企业。</strong>B站在自制内容方面主打动画和二次元内容，二者反哺了B站的文化基调，大量年轻的流量涌向B站，新的意见领袖和观众体系也被建立起来。</p><p>流媒体通俗点说，就是我们可以在线看网上音视频。传统的媒体文件，比如视频要完全下载下来才能观看，流媒体的特点是在高速互联网时代可以如同流水一般在线看，无需下载，也可以实现边下边看。</p><p>流媒体的运作模式就是，通过内容创作制造流量入口，这个内容可以是平台自己买来的，也可以是用户自发上传的，有了流量，形成内容生态圈，然后就会有更加优质的内容产出，最后就是通过会员和充值实现流量变现，平台的主要目的就是巩固生态圈，保证流量变现的顺利实现。</p><p><strong>流媒体的厉害之处在于，只要有了稳定的生态圈，变现的方式异常多元</strong>，可以卖游戏、卖直播、卖广告、卖周边等等。</p><p>这也是B站的运营方式，在之前B站的很多内容都是内容创作者自发上传的（因此有很多版权纠纷），成本很低，这和流媒体的“鼻祖”奈飞很相似。</p><p>B站大涨的奥秘在于，<strong>华尔街的分析师普遍把B站对标“年轻版的奈飞”，大量投资者认为曾错过投资奈飞的天赐良机，现在绝不能再错过B站。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20210310145158826d235lpz7qaj137r\"/><p><strong>B站大热多亏奈飞</strong></p><p>华尔街是崇尚讲好科技故事的，而B站的热度多亏了奈飞的故事推动。</p><p>奈飞这种流媒体视频平台，大致相当于网络时代的电视台。他们可以打破电视时代的国境线局限，给世界范围内的人群提供影视类产品来盈利。</p><p>奈飞的故事很励志，早期是一家在线租赁DVD，1999年开始提供订阅服务，2009年该公司提供多达10万部DVD电影，并有1千万的订户。</p><p>利用租赁DVD积累的用户，奈飞开始自制内容在平台播放，2013年凭借《纸牌屋》，被推上全球瞩目的风口浪尖，随后《铁杉树丛》、《女子监狱》……接连多部剧集均保持超高质量成为了现象级话题。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210310145159496d2354u841dku2wh\"/><p>这是奈飞的好运吗？<strong>事实上这并不是幸运，而是一个完全的平台转型、系统化的以大数据协助创意人的内容生产新模式。</strong>从“倒卖内容”到“创作内容”，奈飞从媒介生意转型成内容生意，它的成就是巨大的。</p><p>2012年起，奈飞开始自制剧集，并从最早的年产出8部一路狂涨到2018年年产出1500部。这个数字意味着什么呢？这种内容创造力，是其它三家竞品公司的总和（HBONOW AmazonVideo HULU）。</p><p>奈飞靠什么取得了成功，靠的是通过大数据讨好“特定的人群”，通俗点说，<strong>奈飞的内容变得越来越圈层化。</strong>奈飞从2010年起就开始通过数据算法分析用户，它们通过这些数据发现大量用户喜欢导演大卫·芬奇，对凯文·斯佩西演的电影好评很高，同时用户还非常喜欢看英国版的《纸牌屋》。</p><p>所以在2011年没有一家传统电视台愿意为英版《纸牌屋》投拍第二季的情况下，奈飞果断以1亿美元买下《纸牌屋》两季26集版权。甚至还为等待凯文·斯佩西的档期，硬生生地延后了10个月才开拍。在2012年，奈飞以一部《纸牌屋》咸鱼翻身，并自此成为纳斯达克表现最好的股票之一；直到近日打败娱乐IP内容之王<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>。</p><p>十年过去了，奈飞的订阅用户已突破2亿人，股票回报率超过2000%，一众华尔街看空者损失惨重，华尔街的分析师们清醒过来。</p><p>不过，今天的奈飞更愿意把自己叫做像迪斯尼那样的综合娱乐公司，而不仅仅是一家互联网公司。当B站挂牌美股，华尔街的分析师们普遍看好这来自中国的“年轻版奈飞”。</p><p><strong>“破圈”的B站</strong></p><p>B站董事长陈睿曾这样说：“B站未来可能会倒闭，但绝对不会变质。”但那时的他不曾预料的是，上市后B站将会重新审视这个问题。</p><p>2015年前的B站，反叛而个性的创作内容充斥着社区。或许是基于ACG二次元文化起家，个性化独特的内容成为B站的代名词，而大名鼎鼎的“鬼畜区”也是在中国互联网史上绝无仅有。这种反叛，对主流文化和现实社会的反叛，让B站的用户愿意把自己“封闭”起来。会员答题就是最好的门槛。</p><p><strong>在奈飞努力打造自己的受众圈层时，B站却在垂直领域中尝试破圈。</strong></p><p>2019年首次举办跨年晚会，B站一举出圈，之后又凭借五四青年节的《后浪》，持续出圈，这一年，B站还进入剧集和综艺、电竞领域，投资<a href=\"https://laohu8.com/S/01003\">欢喜传媒</a>独播剧集《风犬少年的天空》，自制说唱类综艺《说唱新世代》，并与拳头游戏达成英雄联盟全球赛事战略合作，获得S10至S12连续三年的中国大陆地区直播平台领域独家版权。</p><p>与华尔街的分析师们认知的不同，B站的对标平台并非奈飞，而是优爱腾。从二次元起家的B站不愿拘泥于年轻群体，不愿意依照华尔街分析师的分析发展垂直领域，而是通过“破圈”，实现用户的广度。</p><p>业内人士指出，B站的社区氛围鲜明，被许多人认可。然而，<strong>盈利还是关键问题，被认可不代表被资本喜爱。</strong>破圈几乎是企业发展市场的必经之路。即便是以小众文化崛起而闻名的企业，也很难逃过追逐大众趋势的宿命。用户局限在二次元，影响的不仅仅是B站的营收和用户增量，更是其必须要获得且壮大的商业价值认同感。</p><p>鲜艳的成绩背后，有舍有得。2020年第三季度财报显示，B站该季度的营销费用高达11.9亿元，同比增长227%，净亏损也达到9.9亿人民币，创下有史以来最高的纪录。营收攀升也带来了成本的迅速攀升，B站还在为其未来的全量版图积极布局。</p><p>为了破圈，B站继续投入大量营销费用，亏损的口子越来越大。具体来看，B站2015年的营销费用只有0.18亿元，到了2019年这一费用增加至12亿元，5年翻了近66倍，只2020年前三季度的营销费用就有24.71亿元，比2019年全年的营销费用还翻了一番，占总营收的比重近三成。</p><p><strong>虽然使B站的营收不断增长，但亏损却愈发严重</strong>，其中2017年还只亏损1.84亿元，到2020年亏损金额就超过30亿元，近三年累计亏损49亿，同期奈飞的业绩已实现近30亿的<span>净利润</span>。</p><p>面对这样的B站华尔街的分析师们开始转身，特别是对比奈飞的财报。从2月中旬开始，B站股价一路下跌，累计跌幅近30%，不过，到了3月9日，受中概股集体上扬的影响，B站再次上涨。</p><p>虽然从用户数量还是月活跃度，2020年B站都交出了非常优异的答卷。即使面对高亏损，在陈睿看来，B站破圈“势在必行”。</p><p>对比B站2020年的势如破竹，2021年能否成功，仍是未知数。B站2020年底举办的跨年晚会，用户评价明显不如上一年，在豆瓣评分上，2019年晚会评分9.1分，2020年仅为6.7分。今年春节前夕，B站还陷入巨大争议中，被大量用户举报、抵制，在<a href=\"https://laohu8.com/S/WB\">微博</a>多次登上热搜，甚至被勒令参与2021春节网络环境专项整治行动。</p><p>资本市场看好B站，主要原因是看好其聚拢年轻人的能力。<a href=\"https://laohu8.com/S/601211\">国泰君安</a>发布报告称，B站核心优势在于沉淀了高质量用户。失去了核心优势，B站又该何去何从呢？</p><p><strong>欢迎关注【BT财经】，阅读更多精彩内容。</strong></p><p><strong>版权所有，禁止私自转载！如涉及侵权，请联系删除。</strong></p></article></body></html>","source":"tencent","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>亏损与股价暴涨的矛盾，是B站与华尔街的分歧</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亏损与股价暴涨的矛盾，是B站与华尔街的分歧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103101452027e655315&s=b><strong>BT财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨BT财经 常倩倩曾经的B站被华尔街看作“年轻版”奈飞，“成年的奈飞”开始走精品化、圈层化的路线，而在美国上市后的B站，却开始抛弃二次元的定位和年轻受众，尝试走“破圈”之路……3月9日，中概股集体大涨，其中有256只个股上涨，只有42只个股下跌，迅雷、蔚来、拼多多涨幅居前，上涨都超10%，B站也扭转2月中旬以来下降趋势，上涨8.81%，报收107美元，市值为384亿美元（约2457亿元）。之所以...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103101452027e655315&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edc98c04cdc47dd0d16e08274ce9a364","relate_stocks":{"NFLX":"奈飞","BILI":"哔哩哔哩"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103101452027e655315&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2118738624","content_text":"文丨BT财经 常倩倩曾经的B站被华尔街看作“年轻版”奈飞，“成年的奈飞”开始走精品化、圈层化的路线，而在美国上市后的B站，却开始抛弃二次元的定位和年轻受众，尝试走“破圈”之路……3月9日，中概股集体大涨，其中有256只个股上涨，只有42只个股下跌，迅雷、蔚来、拼多多涨幅居前，上涨都超10%，B站也扭转2月中旬以来下降趋势，上涨8.81%，报收107美元，市值为384亿美元（约2457亿元）。之所以单独提到B站，是因为与其他中概股不同，B站从2018年在纳斯达克上市以来，几乎没有经历过暴跌的“大风大浪”，三年来一直处于上升趋势，累计涨幅超过800%。而B站能一直被华尔街看中，股票涨势风生水起，多亏了奈飞。华尔街眼中“年轻版”奈飞B站是吃到流媒体时代第一波红利的企业。B站在自制内容方面主打动画和二次元内容，二者反哺了B站的文化基调，大量年轻的流量涌向B站，新的意见领袖和观众体系也被建立起来。流媒体通俗点说，就是我们可以在线看网上音视频。传统的媒体文件，比如视频要完全下载下来才能观看，流媒体的特点是在高速互联网时代可以如同流水一般在线看，无需下载，也可以实现边下边看。流媒体的运作模式就是，通过内容创作制造流量入口，这个内容可以是平台自己买来的，也可以是用户自发上传的，有了流量，形成内容生态圈，然后就会有更加优质的内容产出，最后就是通过会员和充值实现流量变现，平台的主要目的就是巩固生态圈，保证流量变现的顺利实现。流媒体的厉害之处在于，只要有了稳定的生态圈，变现的方式异常多元，可以卖游戏、卖直播、卖广告、卖周边等等。这也是B站的运营方式，在之前B站的很多内容都是内容创作者自发上传的（因此有很多版权纠纷），成本很低，这和流媒体的“鼻祖”奈飞很相似。B站大涨的奥秘在于，华尔街的分析师普遍把B站对标“年轻版的奈飞”，大量投资者认为曾错过投资奈飞的天赐良机，现在绝不能再错过B站。B站大热多亏奈飞华尔街是崇尚讲好科技故事的，而B站的热度多亏了奈飞的故事推动。奈飞这种流媒体视频平台，大致相当于网络时代的电视台。他们可以打破电视时代的国境线局限，给世界范围内的人群提供影视类产品来盈利。奈飞的故事很励志，早期是一家在线租赁DVD，1999年开始提供订阅服务，2009年该公司提供多达10万部DVD电影，并有1千万的订户。利用租赁DVD积累的用户，奈飞开始自制内容在平台播放，2013年凭借《纸牌屋》，被推上全球瞩目的风口浪尖，随后《铁杉树丛》、《女子监狱》……接连多部剧集均保持超高质量成为了现象级话题。这是奈飞的好运吗？事实上这并不是幸运，而是一个完全的平台转型、系统化的以大数据协助创意人的内容生产新模式。从“倒卖内容”到“创作内容”，奈飞从媒介生意转型成内容生意，它的成就是巨大的。2012年起，奈飞开始自制剧集，并从最早的年产出8部一路狂涨到2018年年产出1500部。这个数字意味着什么呢？这种内容创造力，是其它三家竞品公司的总和（HBONOW AmazonVideo HULU）。奈飞靠什么取得了成功，靠的是通过大数据讨好“特定的人群”，通俗点说，奈飞的内容变得越来越圈层化。奈飞从2010年起就开始通过数据算法分析用户，它们通过这些数据发现大量用户喜欢导演大卫·芬奇，对凯文·斯佩西演的电影好评很高，同时用户还非常喜欢看英国版的《纸牌屋》。所以在2011年没有一家传统电视台愿意为英版《纸牌屋》投拍第二季的情况下，奈飞果断以1亿美元买下《纸牌屋》两季26集版权。甚至还为等待凯文·斯佩西的档期，硬生生地延后了10个月才开拍。在2012年，奈飞以一部《纸牌屋》咸鱼翻身，并自此成为纳斯达克表现最好的股票之一；直到近日打败娱乐IP内容之王迪士尼。十年过去了，奈飞的订阅用户已突破2亿人，股票回报率超过2000%，一众华尔街看空者损失惨重，华尔街的分析师们清醒过来。不过，今天的奈飞更愿意把自己叫做像迪斯尼那样的综合娱乐公司，而不仅仅是一家互联网公司。当B站挂牌美股，华尔街的分析师们普遍看好这来自中国的“年轻版奈飞”。“破圈”的B站B站董事长陈睿曾这样说：“B站未来可能会倒闭，但绝对不会变质。”但那时的他不曾预料的是，上市后B站将会重新审视这个问题。2015年前的B站，反叛而个性的创作内容充斥着社区。或许是基于ACG二次元文化起家，个性化独特的内容成为B站的代名词，而大名鼎鼎的“鬼畜区”也是在中国互联网史上绝无仅有。这种反叛，对主流文化和现实社会的反叛，让B站的用户愿意把自己“封闭”起来。会员答题就是最好的门槛。在奈飞努力打造自己的受众圈层时，B站却在垂直领域中尝试破圈。2019年首次举办跨年晚会，B站一举出圈，之后又凭借五四青年节的《后浪》，持续出圈，这一年，B站还进入剧集和综艺、电竞领域，投资欢喜传媒独播剧集《风犬少年的天空》，自制说唱类综艺《说唱新世代》，并与拳头游戏达成英雄联盟全球赛事战略合作，获得S10至S12连续三年的中国大陆地区直播平台领域独家版权。与华尔街的分析师们认知的不同，B站的对标平台并非奈飞，而是优爱腾。从二次元起家的B站不愿拘泥于年轻群体，不愿意依照华尔街分析师的分析发展垂直领域，而是通过“破圈”，实现用户的广度。业内人士指出，B站的社区氛围鲜明，被许多人认可。然而，盈利还是关键问题，被认可不代表被资本喜爱。破圈几乎是企业发展市场的必经之路。即便是以小众文化崛起而闻名的企业，也很难逃过追逐大众趋势的宿命。用户局限在二次元，影响的不仅仅是B站的营收和用户增量，更是其必须要获得且壮大的商业价值认同感。鲜艳的成绩背后，有舍有得。2020年第三季度财报显示，B站该季度的营销费用高达11.9亿元，同比增长227%，净亏损也达到9.9亿人民币，创下有史以来最高的纪录。营收攀升也带来了成本的迅速攀升，B站还在为其未来的全量版图积极布局。为了破圈，B站继续投入大量营销费用，亏损的口子越来越大。具体来看，B站2015年的营销费用只有0.18亿元，到了2019年这一费用增加至12亿元，5年翻了近66倍，只2020年前三季度的营销费用就有24.71亿元，比2019年全年的营销费用还翻了一番，占总营收的比重近三成。虽然使B站的营收不断增长，但亏损却愈发严重，其中2017年还只亏损1.84亿元，到2020年亏损金额就超过30亿元，近三年累计亏损49亿，同期奈飞的业绩已实现近30亿的净利润。面对这样的B站华尔街的分析师们开始转身，特别是对比奈飞的财报。从2月中旬开始，B站股价一路下跌，累计跌幅近30%，不过，到了3月9日，受中概股集体上扬的影响，B站再次上涨。虽然从用户数量还是月活跃度，2020年B站都交出了非常优异的答卷。即使面对高亏损，在陈睿看来，B站破圈“势在必行”。对比B站2020年的势如破竹，2021年能否成功，仍是未知数。B站2020年底举办的跨年晚会，用户评价明显不如上一年，在豆瓣评分上，2019年晚会评分9.1分，2020年仅为6.7分。今年春节前夕，B站还陷入巨大争议中，被大量用户举报、抵制，在微博多次登上热搜，甚至被勒令参与2021春节网络环境专项整治行动。资本市场看好B站，主要原因是看好其聚拢年轻人的能力。国泰君安发布报告称，B站核心优势在于沉淀了高质量用户。失去了核心优势，B站又该何去何从呢？欢迎关注【BT财经】，阅读更多精彩内容。版权所有，禁止私自转载！如涉及侵权，请联系删除。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368411366601144,"gmtCreate":1730985664304,"gmtModify":1730985666705,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"性价比太高了，比我的P7便宜10万了","listText":"性价比太高了，比我的P7便宜10万了","text":"性价比太高了，比我的P7便宜10万了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368411366601144","repostId":"1185414620","repostType":2,"repost":{"id":"1185414620","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1730984532,"share":"https://www.laohu8.com/m/news/1185414620?lang=&edition=full","pubTime":"2024-11-07 21:02","market":"us","language":"zh","title":"小鹏P7+正式上市，起售价为18.68万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185414620","media":"老虎资讯综合","summary":"11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。受此消息影响，$小鹏汽车(XPEV)$美股盘前直线拉升，现涨近7%。","content":"<html><head></head><body><p>11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c130d027149ea18881303fb62072e46c\" title=\"\" tg-width=\"722\" tg-height=\"372\"/></p><p>受此消息影响，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>美股盘中一度飙涨逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cf8964e3b87d8cfbd6fb81b933c4e6c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏P7+正式上市，起售价为18.68万元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏P7+正式上市，起售价为18.68万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-07 21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c130d027149ea18881303fb62072e46c\" title=\"\" tg-width=\"722\" tg-height=\"372\"/></p><p>受此消息影响，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>美股盘中一度飙涨逾14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cf8964e3b87d8cfbd6fb81b933c4e6c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"BK1587":"次新股","BK1539":"汽车股","BK1119":"汽车制造商","BK1575":"同股不同权","BK1588":"回港中概股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","XPEV":"小鹏汽车","BK1610":"ETF&股票定投概念","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185414620","content_text":"11月7日，小鹏P7+正式上市，起售价为18.68万元，共分为三个版本，其中长续航版为18.68万元，超长续航版19.88万元。另外，限定版MAX版21.88万元，首发限定500台。受此消息影响，小鹏汽车美股盘中一度飙涨逾14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548250395594327","authorId":"3548250395594327","name":"资深韭菜不饶人","avatar":"https://static.tigerbbs.com/90f7853f84dbd801959c590f09a29041","crmLevel":4,"crmLevelSwitch":0,"idStr":"3548250395594327","authorIdStr":"3548250395594327"},"content":"我官网都打不开了 性价比巨高","text":"我官网都打不开了 性价比巨高","html":"我官网都打不开了 性价比巨高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875415507,"gmtCreate":1637678757551,"gmtModify":1637678757551,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>未来的中国老大","listText":"<a 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>相信未来大涨","text":"$哔哩哔哩(BILI)$相信未来大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890150572","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385258343,"gmtCreate":1613557533182,"gmtModify":1613567585440,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"买股不能投机，如物农网风险太高。看好业绩潜力长期持有，比如老虎证券。","listText":"买股不能投机，如物农网风险太高。看好业绩潜力长期持有，比如老虎证券。","text":"买股不能投机，如物农网风险太高。看好业绩潜力长期持有，比如老虎证券。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385258343","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286343109107920,"gmtCreate":1710935640389,"gmtModify":1710935641775,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>营收是拼多多的4倍，股价是拼多多的1/5，求解","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>营收是拼多多的4倍，股价是拼多多的1/5，求解","text":"$京东(JD)$ 营收是拼多多的4倍，股价是拼多多的1/5，求解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286343109107920","isVote":1,"tweetType":1,"viewCount":3626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558944895612149","authorId":"3558944895612149","name":"Let it go","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3558944895612149","authorIdStr":"3558944895612149"},"content":"哈哈😄我之前不明白，一抹再有点理解了，大家看的是公司未来的发展潜力","text":"哈哈😄我之前不明白，一抹再有点理解了，大家看的是公司未来的发展潜力","html":"哈哈😄我之前不明白，一抹再有点理解了，大家看的是公司未来的发展潜力"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286342515322888,"gmtCreate":1710935517782,"gmtModify":1710935986876,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"一年不及京东一个季度的，股价却是京东的5倍，不理解","listText":"一年不及京东一个季度的，股价却是京东的5倍，不理解","text":"一年不及京东一个季度的，股价却是京东的5倍，不理解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286342515322888","repostId":"1186413243","repostType":2,"repost":{"id":"1186413243","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1710930688,"share":"https://www.laohu8.com/m/news/1186413243?lang=&edition=full","pubTime":"2024-03-20 18:31","market":"us","language":"zh","title":"拼多多2023年Q4营收888.8亿元，调整后净利润同比增110%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186413243","media":"老虎资讯综合","summary":"第四季度调整后每ADS收益17.32元，市场预期11.28元。","content":"<html><head></head><body><p>3月20日周三，拼多多发布2023年Q4及全年业绩。</p><p>第四季度</p><ul style=\"\"><li><p>第四季度营收888.8亿元人民币，同比增长123%。市场预期798.74亿元，上年同期398.2亿元。</p></li><li><p>来自在线营销服务及其他服务的营收为486.756亿元（约合68.558亿美元），与2022年同期相比增长57%。</p></li><li><p>来自交易服务的营收为402.054亿元（约合56.628亿美元），与2022年同期相比增长357%。</p></li><li><p>第四季度归属于拼多多普通股股东的净利润为232.803亿元，同比增长146%。</p></li><li><p>不按美国通用会计准则，第四季度归属于拼多多普通股股东的净利润为254.765亿元，同比增长110%。</p></li><li><p>第四季度调整后每ADS收益17.32元，市场预期11.28元。</p></li></ul><p>2023年全年</p><ul style=\"\"><li><p>2023年，拼多多总营收为2476.392亿元，同比增长90%。</p></li><li><p>2023年，归属于拼多多普通股股东的净利润为600.265亿元，同比增长90%。</p></li><li><p>不按美国通用会计准则，2023年归属于拼多多普通股股东的净利润为678.993亿元，同比增长72%。</p></li></ul><p>拼多多集团全年研发投入为110亿元，其中，Q4研发费用同比增长19%，达到29亿元。拼多多董事长、联席首席执行官陈磊表示，“科技企业，研发为本。今年，我们将保持投入力度，为高质量发展探索、培育新质生产力，推动前沿技术在农业及制造业中的应用转化，支撑平台更高水平的高质量发展。”</p><p>截至发稿，拼多多盘前大涨15%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2ce9442586747ba4546a9c56f9a7152\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多2023年Q4营收888.8亿元，调整后净利润同比增110%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多2023年Q4营收888.8亿元，调整后净利润同比增110%\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\">2024-03-20 18:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月20日周三，拼多多发布2023年Q4及全年业绩。</p><p>第四季度</p><ul style=\"\"><li><p>第四季度营收888.8亿元人民币，同比增长123%。市场预期798.74亿元，上年同期398.2亿元。</p></li><li><p>来自在线营销服务及其他服务的营收为486.756亿元（约合68.558亿美元），与2022年同期相比增长57%。</p></li><li><p>来自交易服务的营收为402.054亿元（约合56.628亿美元），与2022年同期相比增长357%。</p></li><li><p>第四季度归属于拼多多普通股股东的净利润为232.803亿元，同比增长146%。</p></li><li><p>不按美国通用会计准则，第四季度归属于拼多多普通股股东的净利润为254.765亿元，同比增长110%。</p></li><li><p>第四季度调整后每ADS收益17.32元，市场预期11.28元。</p></li></ul><p>2023年全年</p><ul style=\"\"><li><p>2023年，拼多多总营收为2476.392亿元，同比增长90%。</p></li><li><p>2023年，归属于拼多多普通股股东的净利润为600.265亿元，同比增长90%。</p></li><li><p>不按美国通用会计准则，2023年归属于拼多多普通股股东的净利润为678.993亿元，同比增长72%。</p></li></ul><p>拼多多集团全年研发投入为110亿元，其中，Q4研发费用同比增长19%，达到29亿元。拼多多董事长、联席首席执行官陈磊表示，“科技企业，研发为本。今年，我们将保持投入力度，为高质量发展探索、培育新质生产力，推动前沿技术在农业及制造业中的应用转化，支撑平台更高水平的高质量发展。”</p><p>截至发稿，拼多多盘前大涨15%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2ce9442586747ba4546a9c56f9a7152\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186413243","content_text":"3月20日周三，拼多多发布2023年Q4及全年业绩。第四季度第四季度营收888.8亿元人民币，同比增长123%。市场预期798.74亿元，上年同期398.2亿元。来自在线营销服务及其他服务的营收为486.756亿元（约合68.558亿美元），与2022年同期相比增长57%。来自交易服务的营收为402.054亿元（约合56.628亿美元），与2022年同期相比增长357%。第四季度归属于拼多多普通股股东的净利润为232.803亿元，同比增长146%。不按美国通用会计准则，第四季度归属于拼多多普通股股东的净利润为254.765亿元，同比增长110%。第四季度调整后每ADS收益17.32元，市场预期11.28元。2023年全年2023年，拼多多总营收为2476.392亿元，同比增长90%。2023年，归属于拼多多普通股股东的净利润为600.265亿元，同比增长90%。不按美国通用会计准则，2023年归属于拼多多普通股股东的净利润为678.993亿元，同比增长72%。拼多多集团全年研发投入为110亿元，其中，Q4研发费用同比增长19%，达到29亿元。拼多多董事长、联席首席执行官陈磊表示，“科技企业，研发为本。今年，我们将保持投入力度，为高质量发展探索、培育新质生产力，推动前沿技术在农业及制造业中的应用转化，支撑平台更高水平的高质量发展。”截至发稿，拼多多盘前大涨15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822595851,"gmtCreate":1634139619183,"gmtModify":1634139619183,"author":{"id":"3461627930667913","authorId":"3461627930667913","name":"T20210902002","avatar":"https://static.tigerbbs.com/8ee8547f1b8cdfa4ed09d51cfe01b469","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461627930667913","authorIdStr":"3461627930667913"},"themes":[],"htmlText":"<a 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