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不高兴的小欣

不高兴的小欣

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不高兴的小欣

13:07

关键美团也没涨啊，也跌了65%....

放弃新零售，阿里终于想通了

不高兴的小欣

12:10

$阿里巴巴-W(09988)$ 老钱必将退出历史

不高兴的小欣

12-19 09:51

$美团-W(03690)$ 现在的当务之急是赶紧拉内需，发钱给内需消费性企业，因为已经确实别无他法，首先：美联储降息预期放缓，一方面美联储也要磨合特朗普团队上台的不确定性手里不敢打太多牌，一方面在国内就业ok的情况下要抑制热钱流入中国，因此降息预期只能放缓，降息的放缓会导致rmb贬值预期增强，而美国加关税让出口愈加艰难，对冲了贬值的优点，但降低了国内企业盈利能力，导致税收下滑，地方债高筑，螺旋下滑趋势愈加明显，经济下行就像癌症，刚开始就要下定决心上猛药，犹豫不决就晚了

不高兴的小欣

12-18 10:05

$小米集团-W(01810)$ 小学生没文化，就喜欢雷军这种，造手机汽车的，看不起做服务贸易的，违背经济规律

不高兴的小欣

12-16

$阿里巴巴-W(09988)$ 要相信党[流泪]

不高兴的小欣

12-14

$百度集团-SW(09888)$ 过两天崩盘，天价的窟窿

不高兴的小欣

12-13

本届口号太多了

【券商聚焦】招银国际：增量实质性促消费政策的出台或仍是互联网板块估值结构性提升的关键驱动因素

不高兴的小欣

12-13

$美团-W(03690)$ 美团还算大厂吗？市值即将被小米超越，已经无法成为互联网一级

不高兴的小欣

12-12

$小米集团-W(01810)$ 同学一次性套现40万股，本科生去的小米

不高兴的小欣

12-12

$美团-W(03690)$ 中国经济数年内不会有改观，不会出现普涨，只会有结构性牛市，而对于互联网企业来说，能出海才能活，美团出不去。明年人民币会跌到7.5以上，美元计价美团的营收利润会掉，无法赚到美元的企业都会死。拉内需只是一时权宜之计，长久不了。

不高兴的小欣

12-12

$美团-W(03690)$ 买携程、买网易、买腾讯、买小米，买中国未来的仅存的确定性。别碰美团，这股票已经不能用反人性来形容了。风险高收益小，自身不确定性6年无改观。政策风险极大。买美团不如买比特币。

不高兴的小欣

12-12

$美团-W(03690)$ 就算涨了也抓不住，不如不碰。这就是内资减仓这么多的原因。港股最近走势还行，已经不算熊市了。

不高兴的小欣

12-11

写这文章的人应该被调查下，天天就想着搞死中国经济，也不知道收了多少黑钱，无孔不入的渗透和煽动。

抱歉，原内容已删除

不高兴的小欣

12-10

$美团-W(03690)$ 现在当务之急是赶紧给内需企业补助，类似新能源那样，营收多少补贴百分之多少，让平台赶紧拉动起来。

不高兴的小欣

12-09

互联网人都不愿意做b端，因为感觉b端技术low，导致没什么人才，美团真得好好想想为什么干不过携程了。

注册资本500万美元！美团成立酒店管理公司

不高兴的小欣

12-09

$美团-W(03690)$ 美团市盈率已经低于腾讯去年了.......

不高兴的小欣

12-09

$美团-W(03690)$ 年底一看，过去三年跌那么多，今年也没反弹多少......

不高兴的小欣

12-06

$美团-W(03690)$ 携程：我当主席，你挑大粪，我们都有光明的未来。

不高兴的小欣

12-01

$小马智行(PONY)$ 一共就250辆出租车就值50亿美元？一辆出租车一个亿？黄金打造的出租车？还是技术领先全世界？

不高兴的小欣

12-01

$小马智行(PONY)$ 这玩意值50亿美元？疯了吧？

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href=\"https://laohu8.com/S/300959\">线上线下</a>融合的互联网百货公司；2016年，新零售概念提出，传统零售正式拥抱互联网。如今，即时零售的兴起已经带着国内零售业态，向3.0阶段拔足狂奔。</p>\n<p>在此背景下，阿里与重资产模式的银泰的分手可谓恰逢其会。</p>\n<h3>银泰大甩卖</h3>\n<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>对新零售的布局，始于2014年对银泰进行的战略投资。</p>\n<p>彼时，尚未剥离的支付宝正处于用户拓展阶段，需要大量的成交笔数以增加用户数量，而客流量充沛的线下卖场无疑是阿里当时的必然选择。</p>\n<p>除通过连续多次投资、增持直至将银泰收入囊中外，2015年，阿里巴巴创立了新零售“标杆”盒马，同年又投资283亿元入股苏宁易购的前身苏宁云商；2016年，阿里收购中资超市运营商<a href=\"https://laohu8.com/S/601116\">三江购物</a>不超过32%的股份，成为三江购物第二大股东。</p>\n<p>2017年，阿里与大型零售企业百联集团达成战略合作，彼时参会的马云在现场表示，2017年是阿里巴巴启动新零售的元年。</p>\n<p>同年，阿里投入约224亿港元拿下<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>36.16%股份，2020年又以280亿港元的价格增持，成为高鑫零售控股股东。彼时，旗下拥有大润发和欧尚品牌的高鑫零售，是国内头部实体综合大卖场。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241219/173460226723093000.png\"/></p>\n<p>通过一系列投资布局，阿里将触手伸向了多个实体零售品牌，通过线上线下的融合，互联网生态下的新零售业态也经历了一段高速发展的辉煌时期。</p>\n<p>然而，疫情带来的消费方式变革加速培养了消费者线上购物心智，即时零售的兴起也进一步挤占了线下商超的生存空间。在此背景下，阿里适时“断舍离”，抛弃实体零售业务不可谓不正确。</p>\n<p>除此原因之外，阿里对实体零售业务的放手，还在于将重点回归核心业务的考量。</p>\n<p>提及阿里核心业务，电商板块当仁不让。在当前阿里的几大收入来源中，淘天集团的电商业务以44.27%的营收占比居于首位。</p>\n<p>尽管仍为电商龙头，但面对<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、抖快等国内电商平台的环伺，强如淘天也略显乏力。阿里2025财年二季度财报显示，截至9月30日止三个月，淘天集团营收同比仅增长1%。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241219/173460226754042700.png\"/></p>\n<p>为改变电商业务增速放缓的现状，阿里一方面通过把“猛将”蒋凡从海外数字商业板块调回，重新掌舵阿里电商事业群；另一方面，实施“减负”计划，逐步出售非核心资产。</p>\n<p>在今年2月的财报电话会上，蔡崇信在回答“出售非核心资产”相关问题时表示，目前阿里的资产负债表上依然有一些传统的实体零售业务，他们不是核心的聚焦业务，阿里退出也是合理的。</p>\n<p>同时，他也称，考虑到当前的市场情况，退出可能需要时间去实现。</p>\n<p>出售银泰，只是阿里退出实体零售业务的其中一步。</p>\n<h3>实体零售困顿</h3>\n<p>事实上，亏本出售银泰，可以看作阿里十年来在新零售业态上所吃的亏的小小切面。</p>\n<p>其中，阿里收购高鑫零售先后花费504亿港元，按高鑫零售12月18日总市值250亿港元测算，其在高鑫零售的投资上亏损约254亿港元，折合人民币约238.6亿元。</p>\n<p>苏宁股价自2015年阿里入股时的15.2元/股，跌至12月18日收盘价2.2元/股，手握苏宁18.61亿股的阿里，亏损累积约242亿元；加上此次出售银泰录得93亿元亏损，十年间，阿里在新零售的布局中，投资上述3家实体零售亏损额合计近574亿元。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241219/173460226848693600.png\"/></p>\n<p>究其原因，线上消费对实体零售的影响首当其冲。</p>\n<p>近年来，随着线上消费、即时零售风潮的兴起，电商平台迎来黄金时代。在淘天、京东、拼多多等传统货架电商和抖快等内容电商瓜分下，线下卖场的服装、珠宝、百货等客源持续减少。</p>\n<p>尽管银泰、苏宁易购等借阿里的互联网资源纷纷加码线上，但相较于电商平台们的轻资产模式，成本高昂的重资产模式显然不具优势。</p>\n<p>同时，即时零售的兴起更是补齐了传统电商平台的时效性短板，进一步将更多用户吸引至线上。</p>\n<p>美团闪电仓、京东到家、饿了么近场品牌官方旗舰店等即时零售新势力，正在进一步挤占实体卖场的生存空间。</p>\n<p>美团核心本地商业CEO王莆中曾在2024美团即时零售产业大会上透露，当前超过3万个美团闪电仓已覆盖数码家电、母婴玩具、日百服饰、美妆个护、宠物用品、便利店业态、水果、食材、酒饮、鲜花、医疗器械等品类。</p>\n<p>当电商平台和即时零售平台集齐全品类、即时性、低成本等优势，线下卖场们拿什么来与之竞争？</p>\n<h3>让路即时零售</h3>\n<p>事实上，在新零售时代，实体卖场们在线上线下的联动方面不是没有布局。</p>\n<p>其中，借助阿里的优势，银泰在线上布局中，实现了喵街APP、“银泰百货”微信小程序、“银泰百货”支付宝小程序等全渠道销售，数字化会员突破4000万；大润发也接入了淘鲜达、饿了么和天猫超市。</p>\n<p>而结合银泰和大润发近年来的业绩表现不难发现，即使打通了线上和线下之间的链接，其对业绩的提振作用却并不算明显。</p>\n<p>究其原因，重资产模式造成的高运营成本弊端明显。</p>\n<p>以高鑫零售为例，公司2025财年中期业绩报告显示，截至9月30日止6个月，公司员工福利开支41.06亿元，销售成本261.4亿元，合计占347.08亿元的营业收入的约87%。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241219/173460226913296300.png\"/></p>\n<p>除出售银泰外，高鑫零售在今年9月27日短暂停牌，公司在公告中提到，高鑫零售接获一名有意要约人的接触函。</p>\n<p>可以合理猜测，高鑫零售或许是阿里下一个要出售的实体零售业务。</p>\n<p>抛弃重资产模式“减负”之后，阿里对新零售的更多希望寄托在了“轻资产”的即时零售上面。</p>\n<p>一方面，通过饿了么加码近场官旗，旨在即时商业中时间和空间的限制；另一方面，通过淘宝小时达对垒美团、京东、抖音等。</p>\n<p>今年7月，淘宝再次升级小时达的业务优先级，在app首页给予小时达一级流量入口。同时与饿了么达成合作，面向有本地仓，能满足即时配送需求的淘天商家开放入驻。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241219/173460226931848100.png\"/></p>\n<p>相较于银泰、大润发这类重资产的实体零售，前置仓模式能极大节省线下运营成本，此外，即时零售领域各参与者之间的内卷也已经使前置仓由单一品类向全品类拓展。</p>\n<p>诚然，线下零售卖场拥有诸如音乐节、游乐场、见面会等，线上销售无法替代的应用场景，如此次接手银泰的<a href=\"https://laohu8.com/S/600177\">雅戈尔</a>，将“强链补链”、完善时尚生态圈的野望寄予与银泰的未来合作上。</p>\n<p>但对于以电商为主业的阿里来说，出手实体零售至少是符合公司现阶段发展路径的。</p>\n<p>至于阿里此举是否能证明其完全放弃了新零售？其实不然，或许阿里只是在探索并布局新零售的下一站。</p>\n</body></html>","source":"lanjinger_stock","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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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放弃新零售，阿里终于想通了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-20 10:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/247398><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|新熵 江蓠 \n\n一切都在意料之中！\n在出售新零售业务的传言喧嚣了近两年后，阿里还是将银泰卖了。\n自2014年斥资53.7亿元港币对银泰进行战略投资，直至2018年全资控股银泰，阿里在银泰的布局上花费合计约达200亿元。\n如今宁可亏损93亿元“甩卖”银泰，阿里的目标很明确：一是剥离非核心资产，二是回归电商主业。\n\n市场对阿里挥别银泰的原因多有猜测，而若细数十年来公司在新零售上吃的亏，则不难理解...</p>\n\n<a href=\"https://www.lanjinger.com/d/247398\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4503":"景林资产持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4502":"阿里概念","09988":"阿里巴巴-W","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4505":"高瓴资本持仓","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4504":"桥水持仓","BK4575":"芯片概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN 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江蓠 \n\n一切都在意料之中！\n在出售新零售业务的传言喧嚣了近两年后，阿里还是将银泰卖了。\n自2014年斥资53.7亿元港币对银泰进行战略投资，直至2018年全资控股银泰，阿里在银泰的布局上花费合计约达200亿元。\n如今宁可亏损93亿元“甩卖”银泰，阿里的目标很明确：一是剥离非核心资产，二是回归电商主业。\n\n市场对阿里挥别银泰的原因多有猜测，而若细数十年来公司在新零售上吃的亏，则不难理解阿里此举的合理性。\n对于阿里来说，无论是十年前对银泰进行战略投资，还是如今出手，底层逻辑都是零售业态变革下的顺势而为。\n十年前入局银泰，阿里致力于传统零售与数字化相结合，将银泰打造为线上线下融合的互联网百货公司；2016年，新零售概念提出，传统零售正式拥抱互联网。如今，即时零售的兴起已经带着国内零售业态，向3.0阶段拔足狂奔。\n在此背景下，阿里与重资产模式的银泰的分手可谓恰逢其会。\n银泰大甩卖\n阿里巴巴对新零售的布局，始于2014年对银泰进行的战略投资。\n彼时，尚未剥离的支付宝正处于用户拓展阶段，需要大量的成交笔数以增加用户数量，而客流量充沛的线下卖场无疑是阿里当时的必然选择。\n除通过连续多次投资、增持直至将银泰收入囊中外，2015年，阿里巴巴创立了新零售“标杆”盒马，同年又投资283亿元入股苏宁易购的前身苏宁云商；2016年，阿里收购中资超市运营商三江购物不超过32%的股份，成为三江购物第二大股东。\n2017年，阿里与大型零售企业百联集团达成战略合作，彼时参会的马云在现场表示，2017年是阿里巴巴启动新零售的元年。\n同年，阿里投入约224亿港元拿下高鑫零售36.16%股份，2020年又以280亿港元的价格增持，成为高鑫零售控股股东。彼时，旗下拥有大润发和欧尚品牌的高鑫零售，是国内头部实体综合大卖场。\n\n通过一系列投资布局，阿里将触手伸向了多个实体零售品牌，通过线上线下的融合，互联网生态下的新零售业态也经历了一段高速发展的辉煌时期。\n然而，疫情带来的消费方式变革加速培养了消费者线上购物心智，即时零售的兴起也进一步挤占了线下商超的生存空间。在此背景下，阿里适时“断舍离”，抛弃实体零售业务不可谓不正确。\n除此原因之外，阿里对实体零售业务的放手，还在于将重点回归核心业务的考量。\n提及阿里核心业务，电商板块当仁不让。在当前阿里的几大收入来源中，淘天集团的电商业务以44.27%的营收占比居于首位。\n尽管仍为电商龙头，但面对拼多多、京东、抖快等国内电商平台的环伺，强如淘天也略显乏力。阿里2025财年二季度财报显示，截至9月30日止三个月，淘天集团营收同比仅增长1%。\n\n为改变电商业务增速放缓的现状，阿里一方面通过把“猛将”蒋凡从海外数字商业板块调回，重新掌舵阿里电商事业群；另一方面，实施“减负”计划，逐步出售非核心资产。\n在今年2月的财报电话会上，蔡崇信在回答“出售非核心资产”相关问题时表示，目前阿里的资产负债表上依然有一些传统的实体零售业务，他们不是核心的聚焦业务，阿里退出也是合理的。\n同时，他也称，考虑到当前的市场情况，退出可能需要时间去实现。\n出售银泰，只是阿里退出实体零售业务的其中一步。\n实体零售困顿\n事实上，亏本出售银泰，可以看作阿里十年来在新零售业态上所吃的亏的小小切面。\n其中，阿里收购高鑫零售先后花费504亿港元，按高鑫零售12月18日总市值250亿港元测算，其在高鑫零售的投资上亏损约254亿港元，折合人民币约238.6亿元。\n苏宁股价自2015年阿里入股时的15.2元/股，跌至12月18日收盘价2.2元/股，手握苏宁18.61亿股的阿里，亏损累积约242亿元；加上此次出售银泰录得93亿元亏损，十年间，阿里在新零售的布局中，投资上述3家实体零售亏损额合计近574亿元。\n\n究其原因，线上消费对实体零售的影响首当其冲。\n近年来，随着线上消费、即时零售风潮的兴起，电商平台迎来黄金时代。在淘天、京东、拼多多等传统货架电商和抖快等内容电商瓜分下，线下卖场的服装、珠宝、百货等客源持续减少。\n尽管银泰、苏宁易购等借阿里的互联网资源纷纷加码线上，但相较于电商平台们的轻资产模式，成本高昂的重资产模式显然不具优势。\n同时，即时零售的兴起更是补齐了传统电商平台的时效性短板，进一步将更多用户吸引至线上。\n美团闪电仓、京东到家、饿了么近场品牌官方旗舰店等即时零售新势力，正在进一步挤占实体卖场的生存空间。\n美团核心本地商业CEO王莆中曾在2024美团即时零售产业大会上透露，当前超过3万个美团闪电仓已覆盖数码家电、母婴玩具、日百服饰、美妆个护、宠物用品、便利店业态、水果、食材、酒饮、鲜花、医疗器械等品类。\n当电商平台和即时零售平台集齐全品类、即时性、低成本等优势，线下卖场们拿什么来与之竞争？\n让路即时零售\n事实上，在新零售时代，实体卖场们在线上线下的联动方面不是没有布局。\n其中，借助阿里的优势，银泰在线上布局中，实现了喵街APP、“银泰百货”微信小程序、“银泰百货”支付宝小程序等全渠道销售，数字化会员突破4000万；大润发也接入了淘鲜达、饿了么和天猫超市。\n而结合银泰和大润发近年来的业绩表现不难发现，即使打通了线上和线下之间的链接，其对业绩的提振作用却并不算明显。\n究其原因，重资产模式造成的高运营成本弊端明显。\n以高鑫零售为例，公司2025财年中期业绩报告显示，截至9月30日止6个月，公司员工福利开支41.06亿元，销售成本261.4亿元，合计占347.08亿元的营业收入的约87%。\n\n除出售银泰外，高鑫零售在今年9月27日短暂停牌，公司在公告中提到，高鑫零售接获一名有意要约人的接触函。\n可以合理猜测，高鑫零售或许是阿里下一个要出售的实体零售业务。\n抛弃重资产模式“减负”之后，阿里对新零售的更多希望寄托在了“轻资产”的即时零售上面。\n一方面，通过饿了么加码近场官旗，旨在即时商业中时间和空间的限制；另一方面，通过淘宝小时达对垒美团、京东、抖音等。\n今年7月，淘宝再次升级小时达的业务优先级，在app首页给予小时达一级流量入口。同时与饿了么达成合作，面向有本地仓，能满足即时配送需求的淘天商家开放入驻。\n\n相较于银泰、大润发这类重资产的实体零售，前置仓模式能极大节省线下运营成本，此外，即时零售领域各参与者之间的内卷也已经使前置仓由单一品类向全品类拓展。\n诚然，线下零售卖场拥有诸如音乐节、游乐场、见面会等，线上销售无法替代的应用场景，如此次接手银泰的雅戈尔，将“强链补链”、完善时尚生态圈的野望寄予与银泰的未来合作上。\n但对于以电商为主业的阿里来说，出手实体零售至少是符合公司现阶段发展路径的。\n至于阿里此举是否能证明其完全放弃了新零售？其实不然，或许阿里只是在探索并布局新零售的下一站。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383494435938712,"gmtCreate":1734667848128,"gmtModify":1734667849877,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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12:16","market":"nz","language":"zh","title":"【券商聚焦】招银国际：增量实质性促消费政策的出台或仍是互联网板块估值结构性提升的关键驱动因素","url":"https://stock-news.laohu8.com/highlight/detail?id=2491205397","media":"金吾财讯","summary":"金吾财讯 | 招银国际发布互联网行业2025年展望，增量实质性促消费政策的出台或仍是板块估值结构性提升的关键驱动因素，而在此之前板块或维持震荡，股东回报水平、盈利增速及确定性或为估值的关键支撑。","content":"<html><body><p>金吾财讯 | 招银国际发布互联网行业2025年展望，增量实质性促消费政策的出台或仍是板块估值结构性提升的关键驱动因素，而在此之前板块或维持震荡，股东回报水平、盈利增速及确定性或为估值的关键支撑。该行建议关注三条主线：1）成熟业务的护城河及新发展空间，或有望驱动业绩及估值的双升：如受益新游发布的游戏板块、核心业务仍有进一步线上渗透空间的本地生活、AI 技术赋能下广告效果提升及 GPU 云业务带来新增量的广告和云、变现率有提升空间且有望受益于增量促消费政策的电商；建议关注<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)、<a href=\"https://laohu8.com/S/NTES\">网易</a>(09999)、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(09988)、美团(03690)；2）盈利快速增长已较为充分被预期、但估值或有望进一步修复带来投资机会的板块：如 OTA、短视频、教育，建议关注携程(09961)、快手(01024)、<a href=\"https://laohu8.com/S/EDU\">新东方</a>(09901)；3）出海有望在中长期带来盈利和估值增量的板块，如电商、OTA。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2024-12-13 12:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 招银国际发布互联网行业2025年展望，增量实质性促消费政策的出台或仍是板块估值结构性提升的关键驱动因素，而在此之前板块或维持震荡，股东回报水平、盈利增速及确定性或为估值的关键支撑。该行建议关注三条主线：1）成熟业务的护城河及新发展空间，或有望驱动业绩及估值的双升：如受益新游发布的游戏板块、核心业务仍有进一步线上渗透空间的本地生活、AI 技术赋能下广告效果提升及 GPU 云业务带来新增量的广告和云、变现率有提升空间且有望受益于增量促消费政策的电商；建议关注<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)、<a href=\"https://laohu8.com/S/NTES\">网易</a>(09999)、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(09988)、美团(03690)；2）盈利快速增长已较为充分被预期、但估值或有望进一步修复带来投资机会的板块：如 OTA、短视频、教育，建议关注携程(09961)、快手(01024)、<a 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就算涨了也抓不住，不如不碰。这就是内资减仓这么多的原因。港股最近走势还行，已经不算熊市了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380665720369592","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380423835689464,"gmtCreate":1733918114804,"gmtModify":1733923223933,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"写这文章的人应该被调查下，天天就想着搞死中国经济，也不知道收了多少黑钱，无孔不入的渗透和煽动。","listText":"写这文章的人应该被调查下，天天就想着搞死中国经济，也不知道收了多少黑钱，无孔不入的渗透和煽动。","text":"写这文章的人应该被调查下，天天就想着搞死中国经济，也不知道收了多少黑钱，无孔不入的渗透和煽动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380423835689464","repostId":"2490800309","repostType":2,"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380026906407200,"gmtCreate":1733805367757,"gmtModify":1733810756810,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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现在当务之急是赶紧给内需企业补助，类似新能源那样，营收多少补贴百分之多少，让平台赶紧拉动起来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/380026906407200","isVote":1,"tweetType":1,"viewCount":1989,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481855259615898","authorId":"3481855259615898","name":"织田信长","avatar":"https://static.laohu8.com/8b4afcccfdc5f0207e32d613c65a5b80","crmLevel":1,"crmLevelSwitch":0,"idStr":"3481855259615898","authorIdStr":"3481855259615898"},"content":"美团已经走下波路，等重破产重组吧","text":"美团已经走下波路，等重破产重组吧","html":"美团已经走下波路，等重破产重组吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379725463998808,"gmtCreate":1733731698526,"gmtModify":1733731700494,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"互联网人都不愿意做b端，因为感觉b端技术low，导致没什么人才，美团真得好好想想为什么干不过携程了。","listText":"互联网人都不愿意做b端，因为感觉b端技术low，导致没什么人才，美团真得好好想想为什么干不过携程了。","text":"互联网人都不愿意做b端，因为感觉b端技术low，导致没什么人才，美团真得好好想想为什么干不过携程了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379725463998808","repostId":"2490719303","repostType":2,"repost":{"id":"2490719303","kind":"news","pubTimestamp":1733727369,"share":"https://www.laohu8.com/m/news/2490719303?lang=&edition=full","pubTime":"2024-12-09 14:56","market":"hk","language":"zh","title":"注册资本500万美元！美团成立酒店管理公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2490719303","media":"大河财立方","summary":"【大河财立方消息】12月9日消息，天眼查App显示，成都里白酒店管理有限公司于近日成立，注册资本500万美元，法定代表人为何潇，经营范围为酒店管理、餐饮管理、信息咨询服务、旅游开发项目策划咨询、市场营销策划、品牌管理。股东信息显示，该公司由美团旗下XiguaLimited全资持股。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.03690&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　<strong>【大河财立方消息】</strong>12月9日消息，天眼查App显示，成都里<span>白酒</span><span></span>店管理有限公司于近日成立，注册资本500万美元，法定代表人为何潇，经营范围为酒店管理、餐饮管理、信息咨询服务、旅游开发项目策划咨询、市场营销策划、品牌管理。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24905897834179243121_w2472h956.jpg\"/></center><p>　　股东信息显示，该公司由美团旗下Xigua Limited全资持股。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24865358219340095408_w2482h340.jpg\"/></center><p>（文章来源：大河财立方）</p> </div></body></html>","source":"stock_eastmoney","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>注册资本500万美元！美团成立酒店管理公司</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; 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class=\"title\">\n注册资本500万美元！美团成立酒店管理公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-09 14:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202412093262869354.html><strong>大河财立方</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【大河财立方消息】12月9日消息，天眼查App显示，成都里白酒店管理有限公司于近日成立，注册资本500万美元，法定代表人为何潇，经营范围为酒店管理、餐饮管理、信息咨询服务、旅游开发项目策划咨询、市场营销策划、品牌管理。 　　股东信息显示，该公司由美团旗下Xigua Limited全资持股。 （文章来源：大河财立方）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202412093262869354.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0140636845.USD":"施罗德大中华区股票A Acc","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) 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这玩意值50亿美元？疯了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376802778107936","isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458903913570876","authorId":"3458903913570876","name":"阿尔法林","avatar":"https://static.tigerbbs.com/83ecb94e36646f8918fd9d9b296369f0","crmLevel":6,"crmLevelSwitch":0,"idStr":"3458903913570876","authorIdStr":"3458903913570876"},"content":"保本就出了，这货不能碰","text":"保本就出了，这货不能碰","html":"保本就出了，这货不能碰"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368657447195008,"gmtCreate":1731041837864,"gmtModify":1731041984275,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 小米翻多少倍了，携程历史新高了，腾讯也在历史分位60%，再看看抖音估值都1.5个腾讯了，网易这种平淡股，最近出这么大事，也在高点60%分位，更不用说拼多多，美团不仅远弱于大部分互联网大厂，甚至连恒科大盘也不如。为什么一堆人吹来吹去？殊不知大陆港股通持仓已经从18%降到了10%。散户远离美团。往好了说就跟大盘，坏了无底线，明显收益风险不成比例。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 小米翻多少倍了，携程历史新高了，腾讯也在历史分位60%，再看看抖音估值都1.5个腾讯了，网易这种平淡股，最近出这么大事，也在高点60%分位，更不用说拼多多，美团不仅远弱于大部分互联网大厂，甚至连恒科大盘也不如。为什么一堆人吹来吹去？殊不知大陆港股通持仓已经从18%降到了10%。散户远离美团。往好了说就跟大盘，坏了无底线，明显收益风险不成比例。","text":"$美团-W(03690)$ 小米翻多少倍了，携程历史新高了，腾讯也在历史分位60%，再看看抖音估值都1.5个腾讯了，网易这种平淡股，最近出这么大事，也在高点60%分位，更不用说拼多多，美团不仅远弱于大部分互联网大厂，甚至连恒科大盘也不如。为什么一堆人吹来吹去？殊不知大陆港股通持仓已经从18%降到了10%。散户远离美团。往好了说就跟大盘，坏了无底线，明显收益风险不成比例。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/368657447195008","isVote":1,"tweetType":1,"viewCount":5139,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3464914845348106","authorIdStr":"3464914845348106"},"content":"抖音超过腾讯，你怎么想的，不上市你说的100万亿也可以。抖音的市值好不如阿里帝国呢，等它上市再吹吧","text":"抖音超过腾讯，你怎么想的，不上市你说的100万亿也可以。抖音的市值好不如阿里帝国呢，等它上市再吹吧","html":"抖音超过腾讯，你怎么想的，不上市你说的100万亿也可以。抖音的市值好不如阿里帝国呢，等它上市再吹吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261370722300056,"gmtCreate":1704821345191,"gmtModify":1704968305992,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 不明白美团很多部门，连续好几年没有业务起色，老板们都能活的很滋润，王兴是慈善家吗？很多比如广告业务，这么垃圾的产出。这在其他企业是不可想象的，拼多多抖音1年半业绩不翻倍直接老板滚蛋。抖音的4-1极难做稳一般都是2年准出局。想不到美团的老板竟然可以在毫无产出的情况下稳坐钓鱼台5年以上。每年一线互联网的业绩要求都是要翻倍增长的，完不成老板滚蛋的，美团真是内部过的太轻松了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 不明白美团很多部门，连续好几年没有业务起色，老板们都能活的很滋润，王兴是慈善家吗？很多比如广告业务，这么垃圾的产出。这在其他企业是不可想象的，拼多多抖音1年半业绩不翻倍直接老板滚蛋。抖音的4-1极难做稳一般都是2年准出局。想不到美团的老板竟然可以在毫无产出的情况下稳坐钓鱼台5年以上。每年一线互联网的业绩要求都是要翻倍增长的，完不成老板滚蛋的，美团真是内部过的太轻松了。","text":"$美团-W(03690)$ 不明白美团很多部门，连续好几年没有业务起色，老板们都能活的很滋润，王兴是慈善家吗？很多比如广告业务，这么垃圾的产出。这在其他企业是不可想象的，拼多多抖音1年半业绩不翻倍直接老板滚蛋。抖音的4-1极难做稳一般都是2年准出局。想不到美团的老板竟然可以在毫无产出的情况下稳坐钓鱼台5年以上。每年一线互联网的业绩要求都是要翻倍增长的，完不成老板滚蛋的，美团真是内部过的太轻松了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/261370722300056","isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493713447408535","authorId":"3493713447408535","name":"tmfefuvi","avatar":"https://static.tigerbbs.com/a20887010de7f7b564083b1dd81766e0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3493713447408535","authorIdStr":"3493713447408535"},"content":"因为王兴从来只会靠资本推动来成功，当年关键一战靠的是资本赢了大众点评，现在竞争升级了，和几个竞对在管理能力上差的不是一星半点，弱鸡瞒不住了。","text":"因为王兴从来只会靠资本推动来成功，当年关键一战靠的是资本赢了大众点评，现在竞争升级了，和几个竞对在管理能力上差的不是一星半点，弱鸡瞒不住了。","html":"因为王兴从来只会靠资本推动来成功，当年关键一战靠的是资本赢了大众点评，现在竞争升级了，和几个竞对在管理能力上差的不是一星半点，弱鸡瞒不住了。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}