不高兴的小欣的个人主页 - 老虎社区

不高兴的小欣

不高兴的小欣

暂无个人介绍

IP属地：北京

36关注

9粉丝

0主题

0勋章

不高兴的小欣

07-10

应该是港股吧？

不高兴的小欣

06-12

$快手-W(01024)$ 老板又转股套现了

不高兴的小欣

05-24

都不敢回国了，还发债，自己拼命套现，自己23年底套了那么多，几年后退休了，股票也套清了，债券到期了和自己没关系。而且套现的钱全不在国内.....

京东618大促：刘强东跨国指挥，睡眠时间不足4小时！

不高兴的小欣

05-22

$京东集团-SW(09618)$ 干脆别装了，直接发1000亿美元可转债算了，和恒大一样。刘全套了算了。

不高兴的小欣

05-03

$美团-W(03690)$ 🍄真是美团巴菲特啊，历史最大垃圾合同。

不高兴的小欣

04-25

小编话术都不用改，改个日期就好

不高兴的小欣

04-19

还用买期权？买美团就可以倾家荡产

不高兴的小欣

04-18

赶紧跑，每次只要出各种金额层面利好的时候，都是糊弄散户入场解盘的时候。赶紧跑傻孩子们

傅鹏博、赵枫一季度持仓变化曝光，大手笔加仓腾讯、美团和中国财险

不高兴的小欣

04-12

不就是烂，没意义开源吗？说的太扯了.......

李彦宏内部讲话曝光：大模型开源意义不大

不高兴的小欣

04-10

意思就是大家再努把力，我就快套完了。

马云内部发声：肯定阿里变革一年成效

不高兴的小欣

04-09

$美团-W(03690)$ 垃圾企业，给股东一毛不拔，全给了向上管理的低能员工……

不高兴的小欣

04-03

$美团-W(03690)$ 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？

不高兴的小欣

03-31

这文章还要脸吗？天天做空，有事没事就挑起舆论

美团外卖一年塑料垃圾或超140万吨，无害化处理成本或超20亿，美团为何还不重视？

不高兴的小欣

03-25

$阿里巴巴-SW(09988)$ 急匆匆抛售小鹏，b站，盒马，大润发。说明公司运营出了问题……大概率q1负增长了

不高兴的小欣

03-22

$阿里巴巴-SW(09988)$ 怀疑阿里如果不减持，一季度财务就崩盘了

不高兴的小欣

03-21

$拼多多(PDD)$ 买了个表啊，如果是这样，股市毫无意义了。

不高兴的小欣

03-20

$拼多多(PDD)$ 一定会涨回去的，除非纳斯达克崩了

不高兴的小欣

03-20

$拼多多(PDD)$ 利润超阿里了

不高兴的小欣

03-20

$小米集团-W(01810)$ 小米的跌幅不够美团塞牙缝的

不高兴的小欣

03-19

$京东集团-SW(09618)$ 顶着刘卖股民买，要么股民傻，要么墙洞傻

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3471210355661451,"uuid":"3471210355661451","gmtCreate":1508116370296,"gmtModify":1702490542325,"name":"不高兴的小欣","pinyin":"bgxdxxbugaoxingdexiaoxin","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":36,"tweetSize":249,"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":2,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.54%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"2023.04.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"2022.07.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.29","exceedPercentage":"60.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":325972830785840,"gmtCreate":1720584874214,"gmtModify":1720584876152,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"应该是港股吧？","listText":"应该是港股吧？","text":"应该是港股吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325972830785840","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315905287876856,"gmtCreate":1718156148907,"gmtModify":1718156900982,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 老板又转股套现了","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 老板又转股套现了","text":"$快手-W(01024)$ 老板又转股套现了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315905287876856","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309307611668792,"gmtCreate":1716539044551,"gmtModify":1716539046893,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都不敢回国了，还发债，自己拼命套现，自己23年底套了那么多，几年后退休了，股票也套清了，债券到期了和自己没关系。而且套现的钱全不在国内.....","listText":"都不敢回国了，还发债，自己拼命套现，自己23年底套了那么多，几年后退休了，股票也套清了，债券到期了和自己没关系。而且套现的钱全不在国内.....","text":"都不敢回国了，还发债，自己拼命套现，自己23年底套了那么多，几年后退休了，股票也套清了，债券到期了和自己没关系。而且套现的钱全不在国内.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309307611668792","repostId":"2437747686","repostType":2,"repost":{"id":"2437747686","pubTimestamp":1716512186,"share":"https://www.laohu8.com/m/news/2437747686?lang=&edition=full","pubTime":"2024-05-24 08:56","market":"hk","language":"zh","title":"京东618大促：刘强东跨国指挥，睡眠时间不足4小时！","url":"https://stock-news.laohu8.com/highlight/detail?id=2437747686","media":"金融界","summary":"2024年京东618大促正式拉开帷幕，这标志着电商领域一年中最激烈的竞争时段之一已然到来。今年的618大促不同于往年，因为京东集团董事局主席刘强东亲自下场“操盘”，其精力和决心可见一斑。从刘强东发语音的时间间隔来看，他每天的睡眠时间经常少于4小时。在刘强东的亲自操盘下，京东今年一季度的财报数据也颇为亮眼。让我们拭目以待，看刘强东如何带领京东在618大促中再创佳绩！","content":"<html><body><article><p>2024年<a href=\"https://laohu8.com/S/JD\">京东</a>618大促正式拉开帷幕，这标志着电商领域一年中最激烈的竞争时段之一已然到来。今年的618大促不同于往年，因为京东集团董事局主席刘强东亲自下场“操盘”，其精力和决心可见一斑。</p><p>据华尔街科技眼独家报道，原本应是京东CEO许冉在前台坐镇，但刘强东却选择亲自深入一线，他在各个微信群中布阵，静观群聊动态，并不时发出语音，提出自己的意见和安排。这种细致入微的管理方式，无疑给京东的618大促增添了更多看点。</p><p>刘强东的参与方式相当独特且深入。他会在群聊中冷不丁地发声，有时甚至直接@某位业务负责人，了解业务的最新进展情况。这种实时的、点对点的沟通方式，也让刘强东能够更准确地把握市场动态和业务进展。</p><p>值得一提的是，刘强东近年来长期旅居海外，由于时差的原因，他常常在中国时间的深夜在业务群中发出60秒的语音。从刘强东发语音的时间间隔来看，他每天的睡眠时间经常少于4小时。这种近乎拼命的工作态度，让人不得不佩服这种敬业精神和投入程度。</p><p>刘强东的亲自操盘，也反映出他对京东的高度责任感。去年，他在京东内网发言时直指内部存在的臃肿低效问题，表达了自己的自责，并表示绝不会躺平，希望员工们也能保持积极进取的态度。</p><img src=\"https://inews.gtimg.com/om_bt/OrI46hO5CoDQTkoDrWLEgQlQIANSbD9PqPyt9-425FPvwAA/0\"/><p>为了今年的618大促，京东采取了简化促销策略。他们打出了“又好又便宜”的口号，力图通过直接开卖现货的方式，与竞争对手天猫再次展开激烈的竞争。这种策略的调整进一步凸显了京东以客户需求为导向的经营理念。</p><p>在刘强东的亲自操盘下，京东今年一季度的财报数据也颇为亮眼。财报显示，京东2024年一季度实现营收2600亿元，同比增长7.0%，超过了市场预期的2583.5亿元。调整后<span>EBITDA</span>为108亿元人民币，预估为95亿元人民币。一季度调整后<span>净利润</span>达到89亿元，同比增长17.2%，也超过了市场预期的调整后净利润74.12亿元。</p><p>在这个竞争激烈的市场环境中，刘强东的亲自操盘无疑为京东注入了强大的动力。让我们拭目以待，看刘强东如何带领京东在618大促中再创佳绩！</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>京东618大促：刘强东跨国指挥，睡眠时间不足4小时！</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\">\n京东618大促：刘强东跨国指挥，睡眠时间不足4小时！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-24 08:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405240857459edfa6d7&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2024年京东618大促正式拉开帷幕，这标志着电商领域一年中最激烈的竞争时段之一已然到来。今年的618大促不同于往年，因为京东集团董事局主席刘强东亲自下场“操盘”，其精力和决心可见一斑。据华尔街科技眼独家报道，原本应是京东CEO许冉在前台坐镇，但刘强东却选择亲自深入一线，他在各个微信群中布阵，静观群聊动态，并不时发出语音，提出自己的意见和安排。这种细致入微的管理方式，无疑给京东的618大促增添了更...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405240857459edfa6d7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"86618":"京东健康-R","89618":"京东集团-SWR","06618":"京东健康","BK1588":"回港中概股","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","BK1249":"综合零售","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1571":"互联网医疗","09618":"京东集团-SW","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0594300419.USD":"富达中国消费基金A","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","JD":"京东","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","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","BK1583":"高瓴概念","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","BK1591":"就地过年概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0048580855.USD":"富达大中华区A","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK1502":"双十一","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","BK1575":"同股不同权","BK1515":"抗疫概念","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","BK1247":"药品零售","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405240857459edfa6d7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2437747686","content_text":"2024年京东618大促正式拉开帷幕，这标志着电商领域一年中最激烈的竞争时段之一已然到来。今年的618大促不同于往年，因为京东集团董事局主席刘强东亲自下场“操盘”，其精力和决心可见一斑。据华尔街科技眼独家报道，原本应是京东CEO许冉在前台坐镇，但刘强东却选择亲自深入一线，他在各个微信群中布阵，静观群聊动态，并不时发出语音，提出自己的意见和安排。这种细致入微的管理方式，无疑给京东的618大促增添了更多看点。刘强东的参与方式相当独特且深入。他会在群聊中冷不丁地发声，有时甚至直接@某位业务负责人，了解业务的最新进展情况。这种实时的、点对点的沟通方式，也让刘强东能够更准确地把握市场动态和业务进展。值得一提的是，刘强东近年来长期旅居海外，由于时差的原因，他常常在中国时间的深夜在业务群中发出60秒的语音。从刘强东发语音的时间间隔来看，他每天的睡眠时间经常少于4小时。这种近乎拼命的工作态度，让人不得不佩服这种敬业精神和投入程度。刘强东的亲自操盘，也反映出他对京东的高度责任感。去年，他在京东内网发言时直指内部存在的臃肿低效问题，表达了自己的自责，并表示绝不会躺平，希望员工们也能保持积极进取的态度。为了今年的618大促，京东采取了简化促销策略。他们打出了“又好又便宜”的口号，力图通过直接开卖现货的方式，与竞争对手天猫再次展开激烈的竞争。这种策略的调整进一步凸显了京东以客户需求为导向的经营理念。在刘强东的亲自操盘下，京东今年一季度的财报数据也颇为亮眼。财报显示，京东2024年一季度实现营收2600亿元，同比增长7.0%，超过了市场预期的2583.5亿元。调整后EBITDA为108亿元人民币，预估为95亿元人民币。一季度调整后净利润达到89亿元，同比增长17.2%，也超过了市场预期的调整后净利润74.12亿元。在这个竞争激烈的市场环境中，刘强东的亲自操盘无疑为京东注入了强大的动力。让我们拭目以待，看刘强东如何带领京东在618大促中再创佳绩！","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308599237730312,"gmtCreate":1716369429189,"gmtModify":1716369430865,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a> 干脆别装了，直接发1000亿美元可转债算了，和恒大一样。刘全套了算了。","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a> 干脆别装了，直接发1000亿美元可转债算了，和恒大一样。刘全套了算了。","text":"$京东集团-SW(09618)$ 干脆别装了，直接发1000亿美元可转债算了，和恒大一样。刘全套了算了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308599237730312","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301871146930424,"gmtCreate":1714705096375,"gmtModify":1714705198020,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 🍄真是美团巴菲特啊， 历史最大垃圾合同。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 🍄真是美团巴菲特啊， 历史最大垃圾合同。","text":"$美团-W(03690)$ 🍄真是美团巴菲特啊， 历史最大垃圾合同。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301871146930424","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298927151120640,"gmtCreate":1714009592352,"gmtModify":1714009594230,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小编话术都不用改，改个日期就好","listText":"小编话术都不用改，改个日期就好","text":"小编话术都不用改，改个日期就好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298927151120640","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296794208342080,"gmtCreate":1713497267227,"gmtModify":1713497269130,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还用买期权？买美团就可以倾家荡产","listText":"还用买期权？买美团就可以倾家荡产","text":"还用买期权？买美团就可以倾家荡产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296794208342080","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296278467113064,"gmtCreate":1713371364959,"gmtModify":1713374951601,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赶紧跑，每次只要出各种金额层面利好的时候，都是糊弄散户入场解盘的时候。赶紧跑傻孩子们","listText":"赶紧跑，每次只要出各种金额层面利好的时候，都是糊弄散户入场解盘的时候。赶紧跑傻孩子们","text":"赶紧跑，每次只要出各种金额层面利好的时候，都是糊弄散户入场解盘的时候。赶紧跑傻孩子们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296278467113064","repostId":"2428392625","repostType":2,"repost":{"id":"2428392625","pubTimestamp":1713346876,"share":"https://www.laohu8.com/m/news/2428392625?lang=&edition=full","pubTime":"2024-04-17 17:41","market":"us","language":"zh","title":"傅鹏博、赵枫一季度持仓变化曝光，大手笔加仓腾讯、美团和中国财险","url":"https://stock-news.laohu8.com/highlight/detail?id=2428392625","media":"格隆汇","summary":"百亿基金经理最新动态","content":"<html><body><p><span>公募基金一季度报陆续公布中，4月17日，睿远基金旗下全部4只产品披露了2024年一季报，“睿远双雄”</span><span>傅鹏博</span><span>和</span><span>赵枫</span><span>的一季度调仓动态也随之浮出水面。</span></p><p>从业绩表现来看，“睿远双雄”今年一季度的表现都乏善可陈，管理的产品均跑输业绩比较收准收益率。赵枫管理的睿远均衡价值三年持有混合A一季度微涨0.91%，跑输业绩比较收准收益率1.12%。傅鹏博和朱璘管理的睿远成长价值混合A一季度下跌7.36%，跑输业绩比较收准收益率8.49%。</p><p><img src=\"https://img3.gelonghui.com/54ca8-3874693f-fb9d-4ea4-b090-52bef418cc1a.png?guru_height=316&amp;guru_width=1183\"/></p><p>从管理规模变化来看，赵枫一季度的管理规模为118.30亿元，相比上季度的122.20亿元缩水3.9亿元。</p><p><img src=\"https://img3.gelonghui.com/f697b-1a2215b5-ec1a-4bf8-a02f-f2afe299d084.png?guru_height=525&amp;guru_width=1078\"/></p><p>傅鹏博一季度的管理规模为188.13亿元，相比上季度的207.96亿元缩水19.83亿元。</p><p><img src=\"https://img3.gelonghui.com/3cc4a-0514f938-9c2c-41ab-9ff5-d65be01384b7.png?guru_height=535&amp;guru_width=1075\"/></p><p>值得一提的是，截至今年一季度，傅鹏博和朱璘持有睿远成长价值混合A份额为1.59亿份，在1月29日耗费近5000万买入睿远成长价值混合A份额4628万份。</p><p><img src=\"https://img3.gelonghui.com/f06b6-0aac125e-70b2-4c2a-9a7d-cbccb1b61db2.png?guru_height=715&amp;guru_width=1240\"/></p><p>赵枫也在1月29日耗费近5000万购买了睿远均衡价值三年持有混合A份额4678万份，截至3月31日，赵枫共持有睿远均衡价值三年持有混合A份额1.43亿份。</p><p><img src=\"https://img3.gelonghui.com/7d0bb-d24fec94-cbef-4e02-b8d1-aabf51ae62f1.png?guru_height=715&amp;guru_width=1248\"/></p><p>从一季度调仓动态来看，傅鹏博在一季度大幅减持<a href=\"https://laohu8.com/S/600309\">万华化学</a>、<a href=\"https://laohu8.com/S/002271\">东方雨虹</a>和<a href=\"https://laohu8.com/S/CHL\">中国移动</a>，小幅减持<a href=\"https://laohu8.com/S/600438\">通威股份</a>和<a href=\"https://laohu8.com/S/300750\">宁德时代</a>。</p><p>加仓方面，傅鹏博一季度大幅加<a href=\"https://laohu8.com/S/002475\">立讯精密</a>和<a href=\"https://laohu8.com/S/300751\">迈为股份</a>。最为特别的是，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>新进成为第四大重仓股</p><p><img src=\"https://img3.gelonghui.com/5baf8-725ae95c-fee0-4a7c-b139-d92434ff0c3e.png?guru_height=1240&amp;guru_width=1982\"/></p><p>在2023年四季度，腾讯还是第11大重仓股，刚好排在前十大之外。</p><p><img src=\"https://img3.gelonghui.com/2cadd-052f1536-e993-4a48-bacf-1c55800601f3.png?guru_height=799&amp;guru_width=1080\"/></p><p>傅鹏博在一季度大手笔买入腾讯133.2万股，去年四季度已经买入63.8万股，从2023年二季度重新加仓以来，连续三个季度加仓。</p><p><img src=\"https://img3.gelonghui.com/f2043-25623717-f719-4ca1-adfa-cc9ac5810906.png?guru_height=324&amp;guru_width=960\"/></p><p>傅鹏博在一季度报也说了，主要是减持了一些净值占比前20的公司，自下而上增加了一些受益出口链增长、受益设备替代更新类的公司，同时增加了港股配置，此外能源类个股在其回调时也逆势增加了持仓。</p><p>在宏观经济的判断上，傅鹏博认为1-2月PPI虽然有微弱改善，但落在负增长区间，在行业产能普遍有冗余情况下，企业维持和提高市占率则需以价换量，<b>PPI改善并不容易，但当积极信号出现时，或对应企业盈利改善。参考2023年表现，在流动性充裕背景下，企业盈利改善是市场运行中枢上行的必要条件。</b></p><p>展望二季度的投资，傅鹏博认为，A股市场预计还会存在一些结构性机会，板块指数的估值水平仍低于历史均值。随着上市公司年报和一季报披露，二季度基本面改善和景气变化对全年投资或有更强和更加明晰的引导作用。他们将继续动态调整组合，挖掘新的投资标的，选择估值合理、增长确定性较高、内生稳定增长持续创造现金流的公司。</p><p>再来看赵枫一季度的调仓动作。赵枫期间同样大幅减持<a href=\"https://laohu8.com/S/600941\">中国移动</a>，小幅减持<a href=\"https://laohu8.com/S/002028\">思源电气</a>、<a href=\"https://laohu8.com/S/300298\">三诺生物</a>、腾讯控股和华润啤酒。</p><p>跟傅鹏博一季度大幅减持万华化学不同的是，赵枫还加仓了万华化学，持股数量环比增长5%。</p><p>赵枫在一季度同样大手笔买入港股头部科网股，美团和中国财险一季度成为新进的前十大重仓股，一季度买入均买入两者100万股。</p><p><img src=\"https://img3.gelonghui.com/096e9-3acd0164-cc0a-4f37-ac88-bcc557637b75.png?guru_height=1240&amp;guru_width=1982\"/></p><p>在去年四季度，<a href=\"https://laohu8.com/S/02328\">中国财险</a>和美团分别是赵枫合计第14大重仓股和第16大重仓股，且在当时，赵枫已经大手笔买入中国财险3300万股和80万股，其中中国财险是新进的个股。</p><p><img src=\"https://img3.gelonghui.com/a4902-0d678c8a-48c9-429d-b616-f24490040833.png?guru_height=772&amp;guru_width=1080\"/></p><p>赵枫在一季报也说了，该基金期内减持了跟固定资产投资相关的公司，以及静态估值没有吸引力、未来增长判断比较困难的公司，增持了部分估值有吸引力的新能源公司，以及估值低廉、基本面稳定可预期的公司。</p><p>赵枫看好宏观经济的回暖，截至2024年2月份，全部工业品PPI已经连续17个月同比下行，社会库存被持续压缩，处于较低水平，伴随宏观政策的支持和需求回升，经济和公司基本面有可能在未来出现回暖。</p><p><b>赵枫预计随着需求增长放缓，上市公司对扩张会更加理性，会更加注重盈利能力和股东回报，这将提升中国上市公司的盈利质量和回报水平。</b></p></body></html>","source":"gelonghui_highlight","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>傅鹏博、赵枫一季度持仓变化曝光，大手笔加仓腾讯、美团和中国财险</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\">\n傅鹏博、赵枫一季度持仓变化曝光，大手笔加仓腾讯、美团和中国财险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/720428><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>公募基金一季度报陆续公布中，4月17日，睿远基金旗下全部4只产品披露了2024年一季报，“睿远双雄”傅鹏博和赵枫的一季度调仓动态也随之浮出水面。从业绩表现来看，“睿远双雄”今年一季度的表现都乏善可陈，管理的产品均跑输业绩比较收准收益率。赵枫管理的睿远均衡价值三年持有混合A一季度微涨0.91%，跑输业绩比较收准收益率1.12%。傅鹏博和朱璘管理的睿远成长价值混合A一季度下跌7.36%，跑输业绩比较...</p>\n\n<a href=\"https://www.gelonghui.com/p/720428\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/5c2d3-87d1f2ba-2857-4565-9d5c-a5dff9856edd.jpg?guru_height=854&guru_width=1280","relate_stocks":{"80700":"腾讯控股-R","300750":"宁德时代","600309":"万华化学","600941":"中国移动","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK1589":"北水核心资产","BK4585":"ETF&股票定投概念","MPNGY":"美团ADR","IE0008368742.USD":"首域中国增长基金I Acc","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","BK1583":"高瓴概念","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","03690":"美团-W","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","00700":"腾讯控股","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK1609":"ChatGPT概念","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK4077":"互动媒体与服务","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","BK0187":"一线龙头","BK4122":"互联网与直销零售","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","BK0175":"白马股","BK1127":"财产与意外伤害保险","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","02328":"中国财险","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0173614495.USD":"富达中国焦点A","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","TCEHY":"腾讯控股ADR","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK1233":"餐馆","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK1575":"同股不同权"},"source_url":"https://www.gelonghui.com/p/720428","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2428392625","content_text":"公募基金一季度报陆续公布中，4月17日，睿远基金旗下全部4只产品披露了2024年一季报，“睿远双雄”傅鹏博和赵枫的一季度调仓动态也随之浮出水面。从业绩表现来看，“睿远双雄”今年一季度的表现都乏善可陈，管理的产品均跑输业绩比较收准收益率。赵枫管理的睿远均衡价值三年持有混合A一季度微涨0.91%，跑输业绩比较收准收益率1.12%。傅鹏博和朱璘管理的睿远成长价值混合A一季度下跌7.36%，跑输业绩比较收准收益率8.49%。从管理规模变化来看，赵枫一季度的管理规模为118.30亿元，相比上季度的122.20亿元缩水3.9亿元。傅鹏博一季度的管理规模为188.13亿元，相比上季度的207.96亿元缩水19.83亿元。值得一提的是，截至今年一季度，傅鹏博和朱璘持有睿远成长价值混合A份额为1.59亿份，在1月29日耗费近5000万买入睿远成长价值混合A份额4628万份。赵枫也在1月29日耗费近5000万购买了睿远均衡价值三年持有混合A份额4678万份，截至3月31日，赵枫共持有睿远均衡价值三年持有混合A份额1.43亿份。从一季度调仓动态来看，傅鹏博在一季度大幅减持万华化学、东方雨虹和中国移动，小幅减持通威股份和宁德时代。加仓方面，傅鹏博一季度大幅加立讯精密和迈为股份。最为特别的是，腾讯控股新进成为第四大重仓股在2023年四季度，腾讯还是第11大重仓股，刚好排在前十大之外。傅鹏博在一季度大手笔买入腾讯133.2万股，去年四季度已经买入63.8万股，从2023年二季度重新加仓以来，连续三个季度加仓。傅鹏博在一季度报也说了，主要是减持了一些净值占比前20的公司，自下而上增加了一些受益出口链增长、受益设备替代更新类的公司，同时增加了港股配置，此外能源类个股在其回调时也逆势增加了持仓。在宏观经济的判断上，傅鹏博认为1-2月PPI虽然有微弱改善，但落在负增长区间，在行业产能普遍有冗余情况下，企业维持和提高市占率则需以价换量，PPI改善并不容易，但当积极信号出现时，或对应企业盈利改善。参考2023年表现，在流动性充裕背景下，企业盈利改善是市场运行中枢上行的必要条件。展望二季度的投资，傅鹏博认为，A股市场预计还会存在一些结构性机会，板块指数的估值水平仍低于历史均值。随着上市公司年报和一季报披露，二季度基本面改善和景气变化对全年投资或有更强和更加明晰的引导作用。他们将继续动态调整组合，挖掘新的投资标的，选择估值合理、增长确定性较高、内生稳定增长持续创造现金流的公司。再来看赵枫一季度的调仓动作。赵枫期间同样大幅减持中国移动，小幅减持思源电气、三诺生物、腾讯控股和华润啤酒。跟傅鹏博一季度大幅减持万华化学不同的是，赵枫还加仓了万华化学，持股数量环比增长5%。赵枫在一季度同样大手笔买入港股头部科网股，美团和中国财险一季度成为新进的前十大重仓股，一季度买入均买入两者100万股。在去年四季度，中国财险和美团分别是赵枫合计第14大重仓股和第16大重仓股，且在当时，赵枫已经大手笔买入中国财险3300万股和80万股，其中中国财险是新进的个股。赵枫在一季报也说了，该基金期内减持了跟固定资产投资相关的公司，以及静态估值没有吸引力、未来增长判断比较困难的公司，增持了部分估值有吸引力的新能源公司，以及估值低廉、基本面稳定可预期的公司。赵枫看好宏观经济的回暖，截至2024年2月份，全部工业品PPI已经连续17个月同比下行，社会库存被持续压缩，处于较低水平，伴随宏观政策的支持和需求回升，经济和公司基本面有可能在未来出现回暖。赵枫预计随着需求增长放缓，上市公司对扩张会更加理性，会更加注重盈利能力和股东回报，这将提升中国上市公司的盈利质量和回报水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294347077800224,"gmtCreate":1712885103499,"gmtModify":1712885105242,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不就是烂，没意义开源吗？说的太扯了.......","listText":"不就是烂，没意义开源吗？说的太扯了.......","text":"不就是烂，没意义开源吗？说的太扯了.......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294347077800224","repostId":"1157119270","repostType":2,"repost":{"id":"1157119270","pubTimestamp":1712836509,"share":"https://www.laohu8.com/m/news/1157119270?lang=&edition=full","pubTime":"2024-04-11 19:55","market":"hk","language":"zh","title":"李彦宏内部讲话曝光：大模型开源意义不大","url":"https://stock-news.laohu8.com/highlight/detail?id=1157119270","media":"新浪科技","summary":"闭源模型能力会持续领先。","content":"<html><head></head><body><p>4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。</p><p style=\"text-align: start;\">李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样</p><p style=\"text-align: start;\">“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，闭源在成本上反而是有优势的，只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。”李彦宏表示。</p><p style=\"text-align: start;\">李彦宏认为，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。（文猛）</p><p style=\"text-align: start;\">以下为李彦宏内部讲话实录的部分原文：</p><p style=\"text-align: start;\">一、为什么不开源</p><p style=\"text-align: start;\">已经有足够多的开源大模型</p><p style=\"text-align: start;\">一年前文心刚刚发布的时候，我们内部是有过非常激烈的讨论的，最后当然大家也知道这个结果，我们的决定是不开源。为什么不开源？当时的判断是，市场上一定会有开源的模型，而且是不止一家会开源。在这种情况下，多百度一家开源不多，少百度一家开源也不少。</p><p style=\"text-align: start;\">我们今天看主流的开源模型：，像Llama，Mistral其实都是有相当影响力的，国内的智源、百川、阿里的通义也都是开源的，这个市场上不缺我们这一家开源的模型。我们要开源还得自己去维护一套开源的版本，这是不划算的。</p><p style=\"text-align: start;\">闭源模型能力会持续领先</p><p style=\"text-align: start;\">更重要的是，在我们的认知里，闭源模型在能力上会持续地领先，而不是一时地领先。为什么会有这个判断？因为我们觉得模型开源的意义其实不是很大，这些开源模型都是在外头零零散散小规模地去做各种各样的验证应用，它没有经过大算力的验证。</p><p style=\"text-align: start;\">而且模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样，由于是模型带来的开源，我们也不知道参数为什么变成了那个样子，这种情况下很难实现众人拾柴火焰高。虽然Llama也鼓励大家去贡献各种各样的数据、代码，但是实际上大家明白最主要的开发者就是Meta这些人，它并不是一个真正由大家一起来协同开发的产品。</p><p style=\"text-align: start;\">闭源才有真正的商业模式，才能聚集人才和算力</p><p style=\"text-align: start;\">反观闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才。其实也很简单，大家比较一下，比如硅谷有一个优秀的人才，他有OpenAI的offer，有Meta的offer，有Llama的offer，他会去哪儿？这是非常显而易见的选择。</p><p style=\"text-align: start;\">闭源在成本上也有优势</p><p style=\"text-align: start;\">大家以为开源是免费的，在成本上有优势，实际上我们认为也不是，闭源在成本上反而是有优势的。只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。反过来，同等参数的情况下，闭源模型的能力也是更强的。今天不管是在中国也好、在美国也好，最强的基础模型都是闭源的，而各种各样的小模型、最好的小模型，都是通过大模型蒸馏来的。通过大模型降维做出来的模型就是更好的，这样也会导致闭源在成本上、在效率上也会有优势。</p><p style=\"text-align: start;\">二、创业者为啥可以依赖文心</p><p style=\"text-align: start;\">双轮驱动不是好模式</p><p style=\"text-align: start;\">首先，外界一些做模型的创业公司讲的所谓的“双轮驱动”不是一个好的模式。既做模型又做应用，势必会分散精力。创业公司的精力和资源都是有限的，同时做两件事情和只做一件事情哪个成功率更高是不言自明的。在任何情况下我们都非常讲专注力，“力出一孔”，当资源有限的时候更应该专注，而不是去搞所谓的“双轮驱动”。</p><p style=\"text-align: start;\">AI创业者的核心竞争力不是模型本身</p><p style=\"text-align: start;\">第二，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。</p><p style=\"text-align: start;\">创业者真正的优势应该是在某一个领域的知识、数据。假如说你今天想找一个“黄色的无兜的男士泳裤”，你在任何一个今天的电商平台上都找不到，这种需求目前的技术是解决不了的，大模型如果有领域知识就可以解决，这就是靠领域知识能够提供独特价值的例子。</p><p style=\"text-align: start;\">市面上有这么多模型，大的、小的、开源的、闭源的，在特定应用当中怎么样使用这些模型的组合，是有技巧的，这是创业者可以干的事儿，是可以提供价值增益的。</p><p style=\"text-align: start;\">基础模型不会通吃AI应用</p><p style=\"text-align: start;\">外界担心如果用了文心或者闭源模型，做得好了它就抄你，就把你的饭吃掉了，实际上这种担心也是没有任何道理的。</p><p style=\"text-align: start;\">拼多多、滴滴不怕微信抢饭碗</p><p style=\"text-align: start;\">大家去看一看，在移动时代，微信没有去吃掉拼多多，滴滴也没有变成腾讯的一部分，它们都各自提供了自己独特的价值，有自己非常不一样的竞争力，它们的兴起都是依赖移动生态里的一个封闭平台——微信，但是它们并不怕微信去抢它的饭碗，所以没有必要担心基础模型通吃AI的应用。</p><p style=\"text-align: start;\">文心功能最强，性价比最优</p><p style=\"text-align: start;\">当然更根本的就是文心的功能是最强的，性价比是最好的，我们会持续不断地投入，有了这一点，所有其他的东西才能够成立。</p></body></html>","source":"sina_tech","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>李彦宏内部讲话曝光：大模型开源意义不大</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\">\n李彦宏内部讲话曝光：大模型开源意义不大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-11 19:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/696b32447d1c181a7397c96ba125d7bd","relate_stocks":{"BIDU":"百度","09988":"阿里巴巴-SW"},"source_url":"https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157119270","content_text":"4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，闭源在成本上反而是有优势的，只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。”李彦宏表示。李彦宏认为，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。（文猛）以下为李彦宏内部讲话实录的部分原文：一、为什么不开源已经有足够多的开源大模型一年前文心刚刚发布的时候，我们内部是有过非常激烈的讨论的，最后当然大家也知道这个结果，我们的决定是不开源。为什么不开源？当时的判断是，市场上一定会有开源的模型，而且是不止一家会开源。在这种情况下，多百度一家开源不多，少百度一家开源也不少。我们今天看主流的开源模型：，像Llama，Mistral其实都是有相当影响力的，国内的智源、百川、阿里的通义也都是开源的，这个市场上不缺我们这一家开源的模型。我们要开源还得自己去维护一套开源的版本，这是不划算的。闭源模型能力会持续领先更重要的是，在我们的认知里，闭源模型在能力上会持续地领先，而不是一时地领先。为什么会有这个判断？因为我们觉得模型开源的意义其实不是很大，这些开源模型都是在外头零零散散小规模地去做各种各样的验证应用，它没有经过大算力的验证。而且模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样，由于是模型带来的开源，我们也不知道参数为什么变成了那个样子，这种情况下很难实现众人拾柴火焰高。虽然Llama也鼓励大家去贡献各种各样的数据、代码，但是实际上大家明白最主要的开发者就是Meta这些人，它并不是一个真正由大家一起来协同开发的产品。闭源才有真正的商业模式，才能聚集人才和算力反观闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才。其实也很简单，大家比较一下，比如硅谷有一个优秀的人才，他有OpenAI的offer，有Meta的offer，有Llama的offer，他会去哪儿？这是非常显而易见的选择。闭源在成本上也有优势大家以为开源是免费的，在成本上有优势，实际上我们认为也不是，闭源在成本上反而是有优势的。只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。反过来，同等参数的情况下，闭源模型的能力也是更强的。今天不管是在中国也好、在美国也好，最强的基础模型都是闭源的，而各种各样的小模型、最好的小模型，都是通过大模型蒸馏来的。通过大模型降维做出来的模型就是更好的，这样也会导致闭源在成本上、在效率上也会有优势。二、创业者为啥可以依赖文心双轮驱动不是好模式首先，外界一些做模型的创业公司讲的所谓的“双轮驱动”不是一个好的模式。既做模型又做应用，势必会分散精力。创业公司的精力和资源都是有限的，同时做两件事情和只做一件事情哪个成功率更高是不言自明的。在任何情况下我们都非常讲专注力，“力出一孔”，当资源有限的时候更应该专注，而不是去搞所谓的“双轮驱动”。AI创业者的核心竞争力不是模型本身第二，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。创业者真正的优势应该是在某一个领域的知识、数据。假如说你今天想找一个“黄色的无兜的男士泳裤”，你在任何一个今天的电商平台上都找不到，这种需求目前的技术是解决不了的，大模型如果有领域知识就可以解决，这就是靠领域知识能够提供独特价值的例子。市面上有这么多模型，大的、小的、开源的、闭源的，在特定应用当中怎么样使用这些模型的组合，是有技巧的，这是创业者可以干的事儿，是可以提供价值增益的。基础模型不会通吃AI应用外界担心如果用了文心或者闭源模型，做得好了它就抄你，就把你的饭吃掉了，实际上这种担心也是没有任何道理的。拼多多、滴滴不怕微信抢饭碗大家去看一看，在移动时代，微信没有去吃掉拼多多，滴滴也没有变成腾讯的一部分，它们都各自提供了自己独特的价值，有自己非常不一样的竞争力，它们的兴起都是依赖移动生态里的一个封闭平台——微信，但是它们并不怕微信去抢它的饭碗，所以没有必要担心基础模型通吃AI的应用。文心功能最强，性价比最优当然更根本的就是文心的功能是最强的，性价比是最好的，我们会持续不断地投入，有了这一点，所有其他的东西才能够成立。","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293749304062016,"gmtCreate":1712721627285,"gmtModify":1712721629169,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"意思就是大家再努把力，我就快套完了。","listText":"意思就是大家再努把力，我就快套完了。","text":"意思就是大家再努把力，我就快套完了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293749304062016","repostId":"1128359076","repostType":2,"repost":{"id":"1128359076","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":1712711959,"share":"https://www.laohu8.com/m/news/1128359076?lang=&edition=full","pubTime":"2024-04-10 09:19","market":"us","language":"zh","title":"马云内部发声：肯定阿里变革一年成效","url":"https://stock-news.laohu8.com/highlight/detail?id=1128359076","media":"老虎资讯综合","summary":"4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称$阿里巴巴$已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。","content":"<html><head></head><body><p>4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。</p><p>马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。</p><p>他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”</p><p>据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1f569c4925b4efa51fadef0f3f4983a\" tg-width=\"640\" tg-height=\"1654\"/></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>马云内部发声：肯定阿里变革一年成效</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\">\n马云内部发声：肯定阿里变革一年成效\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\">2024-04-10 09:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。</p><p>马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。</p><p>他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”</p><p>据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1f569c4925b4efa51fadef0f3f4983a\" tg-width=\"640\" tg-height=\"1654\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"BK1591":"就地过年概念","BABA":"阿里巴巴","09988":"阿里巴巴-SW","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","BK1610":"ETF&股票定投概念","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK4581":"高盛持仓","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0651946864.USD":"贝莱德新兴市场股票收益A2"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128359076","content_text":"4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称阿里巴巴已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293500723683608,"gmtCreate":1712675124045,"gmtModify":1712675205633,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 垃圾企业，给股东一毛不拔，全给了向上管理的低能员工……","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 垃圾企业，给股东一毛不拔，全给了向上管理的低能员工……","text":"$美团-W(03690)$ 垃圾企业，给股东一毛不拔，全给了向上管理的低能员工……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293500723683608","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291024487137328,"gmtCreate":1712076836652,"gmtModify":1712084540070,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？","text":"$美团-W(03690)$ 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/291024487137328","isVote":1,"tweetType":1,"viewCount":1300,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493713447408535","authorId":"3493713447408535","name":"tmfefuvi","avatar":"https://static.tigerbbs.com/a20887010de7f7b564083b1dd81766e0","crmLevel":1,"crmLevelSwitch":0},"content":"很简单的道理，因为中层瞒着高层","text":"很简单的道理，因为中层瞒着高层","html":"很简单的道理，因为中层瞒着高层"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290234821685432,"gmtCreate":1711864706974,"gmtModify":1711864708964,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这文章还要脸吗？天天做空，有事没事就挑起舆论","listText":"这文章还要脸吗？天天做空，有事没事就挑起舆论","text":"这文章还要脸吗？天天做空，有事没事就挑起舆论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290234821685432","repostId":"2423637934","repostType":2,"repost":{"id":"2423637934","pubTimestamp":1711714200,"share":"https://www.laohu8.com/m/news/2423637934?lang=&edition=full","pubTime":"2024-03-29 20:10","market":"sg","language":"zh","title":"美团外卖一年塑料垃圾或超140万吨，无害化处理成本或超20亿，美团为何还不重视？","url":"https://stock-news.laohu8.com/highlight/detail?id=2423637934","media":"市场资讯","summary":"　　3月22日，美团发布2023年第四季度及全年业绩，财报显示，美团2023年营业收入为2767.4亿元，同比增长25.8%，经营利润为134.2亿元，去年同期为亏损58.2亿元。　　在业绩报告中，美团称2023年是美团餐饮外卖业务成立10周年，其餐饮外卖业务在2023年进一步巩固了市场领先地位及核心竞争力。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　<span>　来源：漾财经</span></p>\n<p>　　3月22日，美团发布2023年第四季度及全年业绩，财报显示，美团2023年营业收入为2767.4亿元，同比增长25.8%，经营利润为134.2亿元，去年同期为亏损58.2亿元。</p>\n<p>　　具体而言，2023年，美团本地商业分部（外卖、酒店到店等业务）营业收入为2069亿元，同比增长28.7%，经营利润为387亿，同比增长31.2%；新业务分部2023年营业收入为698.4亿元，同比增长18%，经营亏损从2022年的284亿元，收窄至了2023年的202亿元。</p>\n<p>　　作为美团核心业务，美团2023年配送服务收入达到了821.9亿元，同比增加17.3%；即时配送交易笔数达到了218.9亿单，同比增长了23.9%。</p>\n<p>　　在业绩报告中，美团称2023年是美团餐饮外卖业务成立10周年，其餐饮外卖业务在2023年进一步巩固了市场领先地位及核心竞争力。</p>\n<p>　　美团的餐饮外卖业务在中国排名第一，与第二名的优势也正不断拉大。但市占率第一的背后，是美团10年仍未对外卖垃圾开展实质性治理措施。</p>\n<p>　　美团外卖塑料包装垃圾或超140万吨</p>\n<p>　　美团并未对外公布外卖垃圾的总量，尽管商务部发布的《商务领域经营者使用、报告一次性塑料制品管理办法》要求商务领域经营者中的商品零售场所开办单位、电子商务平台（含外卖平台）企业、外卖企业应当根据本办法向商务主管部门报告一次性塑料制品使用、回收情况。</p>\n<p>　　过去几年，有关中国外卖行业到底产生了多少包装垃圾、塑料垃圾这个问题，不同研究团队得出了不同的结论，估算的结果从一年50多吨到一百多吨不等，但始终没有盖棺定论的结论。</p>\n<p>　　最新涉及我国一年产生多少外卖垃圾的论文，由华南师范大学环境学院教授陈社军团队发表，这篇名为《Disposable Plastic Waste and Associated Antioxidants and Plasticizers Generated by Online Food Delivery Services in China： National Mass Inventories and Environmental Release》的文章，发表在《Environmental Science &amp; Technology》期刊上。研究团队通过在广州204家餐馆以及其余17个城市共178家餐馆取样，按照每个城市取样外卖餐盒平均重量计算该城市外卖订单涉及塑料。估算得2021年与外卖相关的塑料废物总量约为84.67万吨（不包括饮料、西餐外卖订单）。</p>\n<p>　　而在2023年10月，同样是华南师范大学环境学院的应光国教授团队在《Science of The Total Environment》发表了题为《Plastic Pollution from Takeaway Food Industry in China》，研究团队通过问卷调查和外卖食品包装材料收集，得到一分外卖订单平均包含两个塑料盒，一个塑料袋，一分外卖订单平均包含65.2克的塑料，因此该团队估算得2020年全国与外卖相关的塑料废物总量约为101万吨。</p>\n<p>　　由于取样方法不同，两个团队对于外卖塑料总量估算结果相差较大。</p>\n<p>　　按照应光国教授团队所得每分外卖订单平均包含65.2克塑料计算，2023年美团外卖218.9亿分外卖订单共涉及142.7万吨塑料。</p>\n<p>　　美团外卖塑料包装无害化成本或超20亿</p>\n<p>　　尽管一年产生超百万吨塑料垃圾，美团几乎没有为这些包装垃圾无害化处理付出成本。外卖包装废弃物因与食物直接接触，含油多，且多有食物剩余，所以回收率并不高，因此绝大部分包装将会进入垃圾焚烧场或填埋场进行无害化处理，而无害化处理是需要成本的。</p>\n<p>　　中国人民大学环境学院教授宋国君在《中国环境科学》发表的论文《基于源头分类的城市生活垃圾社会成本评估——以北京市为例》计算了北京无害化处理生活垃圾的成本，他将用地成本，健康影响等纳入成本后，计算出焚烧成本为1577.90元/吨，填埋成本为847.51元/吨。</p>\n<p>　　根据住建部发布的《2022年中国城市建设状况公报》，2022年，我国垃圾无害化处理中，焚烧处理能力占比为72.53%。</p>\n<p>　　以72.53%的外卖包装被焚烧处理，其余被填埋处理计算，2023年，美团外卖塑料包装无害化处理，需要19.65亿元的社会成本。而这仅包括塑料包装，外卖包装除塑料包装外，还包括筷子、纸袋等材料，这些包装大多同样会被无害处处理。因此，无害化处理美团外卖包装的成本将会超过20亿元。</p>\n<p>　　美团应重视外卖包装治理</p>\n<p>　　在外卖包装治理方面，美团尝试了回收外卖包装试点，也退出了无餐具选项，但这并没有根本改变美团外卖垃圾越来越多的事实。与每年超过20亿的无害化成本相比，美团在外卖包装治理方面做到仍然太少。</p>\n<p>　　塑料垃圾带来的麻烦不仅在于无害化处理产生的成本，还包括这些塑料进入海洋、土壤将造成的污染，2022年，参加第五届联合国环境大会的各国达成一致意见，同意结束塑料污染，并计划在2024年底前达成一项具有法律约束力的国际协议。</p>\n<p>　　因此，解决外卖包装塑料污染显得愈发重要，美团应重视外卖包装治理。</p>\n<div>\n<span>股市回暖，抄底炒股先开户！<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>定投、条件单、个股雷达……送给你&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：杨红卜 </p>\n</div></body></html>","source":"sina","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>美团外卖一年塑料垃圾或超140万吨，无害化处理成本或超20亿，美团为何还不重视？</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\">\n美团外卖一年塑料垃圾或超140万吨，无害化处理成本或超20亿，美团为何还不重视？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-29 20:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/s/2024-03-29/doc-inapyyaq1158923.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：漾财经\n　　3月22日，美团发布2023年第四季度及全年业绩，财报显示，美团2023年营业收入为2767.4亿元，同比增长25.8%，经营利润为134.2亿元，去年同期为亏损58.2亿元。\n　　具体而言，2023年，美团本地商业分部（外卖、酒店到店等业务）营业收入为2069亿元，同比增长28.7%，经营利润为387...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2024-03-29/doc-inapyyaq1158923.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","03690":"美团-W","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0594300419.USD":"富达中国消费基金A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","BK1521":"挪威政府全球养老基金持仓","BK1610":"ETF&股票定投概念","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1142":"互联网与直销零售","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1233":"餐馆","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0048580855.USD":"富达大中华区A","BK1575":"同股不同权","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK1589":"北水核心资产","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","BK1583":"高瓴概念","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","BK1604":"节假日概念","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0048597586.USD":"富达亚洲焦点A","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC"},"source_url":"https://finance.sina.com.cn/stock/s/2024-03-29/doc-inapyyaq1158923.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2423637934","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：漾财经\n　　3月22日，美团发布2023年第四季度及全年业绩，财报显示，美团2023年营业收入为2767.4亿元，同比增长25.8%，经营利润为134.2亿元，去年同期为亏损58.2亿元。\n　　具体而言，2023年，美团本地商业分部（外卖、酒店到店等业务）营业收入为2069亿元，同比增长28.7%，经营利润为387亿，同比增长31.2%；新业务分部2023年营业收入为698.4亿元，同比增长18%，经营亏损从2022年的284亿元，收窄至了2023年的202亿元。\n　　作为美团核心业务，美团2023年配送服务收入达到了821.9亿元，同比增加17.3%；即时配送交易笔数达到了218.9亿单，同比增长了23.9%。\n　　在业绩报告中，美团称2023年是美团餐饮外卖业务成立10周年，其餐饮外卖业务在2023年进一步巩固了市场领先地位及核心竞争力。\n　　美团的餐饮外卖业务在中国排名第一，与第二名的优势也正不断拉大。但市占率第一的背后，是美团10年仍未对外卖垃圾开展实质性治理措施。\n　　美团外卖塑料包装垃圾或超140万吨\n　　美团并未对外公布外卖垃圾的总量，尽管商务部发布的《商务领域经营者使用、报告一次性塑料制品管理办法》要求商务领域经营者中的商品零售场所开办单位、电子商务平台（含外卖平台）企业、外卖企业应当根据本办法向商务主管部门报告一次性塑料制品使用、回收情况。\n　　过去几年，有关中国外卖行业到底产生了多少包装垃圾、塑料垃圾这个问题，不同研究团队得出了不同的结论，估算的结果从一年50多吨到一百多吨不等，但始终没有盖棺定论的结论。\n　　最新涉及我国一年产生多少外卖垃圾的论文，由华南师范大学环境学院教授陈社军团队发表，这篇名为《Disposable Plastic Waste and Associated Antioxidants and Plasticizers Generated by Online Food Delivery Services in China： National Mass Inventories and Environmental Release》的文章，发表在《Environmental Science & Technology》期刊上。研究团队通过在广州204家餐馆以及其余17个城市共178家餐馆取样，按照每个城市取样外卖餐盒平均重量计算该城市外卖订单涉及塑料。估算得2021年与外卖相关的塑料废物总量约为84.67万吨（不包括饮料、西餐外卖订单）。\n　　而在2023年10月，同样是华南师范大学环境学院的应光国教授团队在《Science of The Total Environment》发表了题为《Plastic Pollution from Takeaway Food Industry in China》，研究团队通过问卷调查和外卖食品包装材料收集，得到一分外卖订单平均包含两个塑料盒，一个塑料袋，一分外卖订单平均包含65.2克的塑料，因此该团队估算得2020年全国与外卖相关的塑料废物总量约为101万吨。\n　　由于取样方法不同，两个团队对于外卖塑料总量估算结果相差较大。\n　　按照应光国教授团队所得每分外卖订单平均包含65.2克塑料计算，2023年美团外卖218.9亿分外卖订单共涉及142.7万吨塑料。\n　　美团外卖塑料包装无害化成本或超20亿\n　　尽管一年产生超百万吨塑料垃圾，美团几乎没有为这些包装垃圾无害化处理付出成本。外卖包装废弃物因与食物直接接触，含油多，且多有食物剩余，所以回收率并不高，因此绝大部分包装将会进入垃圾焚烧场或填埋场进行无害化处理，而无害化处理是需要成本的。\n　　中国人民大学环境学院教授宋国君在《中国环境科学》发表的论文《基于源头分类的城市生活垃圾社会成本评估——以北京市为例》计算了北京无害化处理生活垃圾的成本，他将用地成本，健康影响等纳入成本后，计算出焚烧成本为1577.90元/吨，填埋成本为847.51元/吨。\n　　根据住建部发布的《2022年中国城市建设状况公报》，2022年，我国垃圾无害化处理中，焚烧处理能力占比为72.53%。\n　　以72.53%的外卖包装被焚烧处理，其余被填埋处理计算，2023年，美团外卖塑料包装无害化处理，需要19.65亿元的社会成本。而这仅包括塑料包装，外卖包装除塑料包装外，还包括筷子、纸袋等材料，这些包装大多同样会被无害处处理。因此，无害化处理美团外卖包装的成本将会超过20亿元。\n　　美团应重视外卖包装治理\n　　在外卖包装治理方面，美团尝试了回收外卖包装试点，也退出了无餐具选项，但这并没有根本改变美团外卖垃圾越来越多的事实。与每年超过20亿的无害化成本相比，美团在外卖包装治理方面做到仍然太少。\n　　塑料垃圾带来的麻烦不仅在于无害化处理产生的成本，还包括这些塑料进入海洋、土壤将造成的污染，2022年，参加第五届联合国环境大会的各国达成一致意见，同意结束塑料污染，并计划在2024年底前达成一项具有法律约束力的国际协议。\n　　因此，解决外卖包装塑料污染显得愈发重要，美团应重视外卖包装治理。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","news_type":1},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":287987390226752,"gmtCreate":1711338471457,"gmtModify":1711338472608,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a> 急匆匆抛售小鹏，b站，盒马，大润发。说明公司运营出了问题……大概率q1负增长了","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a> 急匆匆抛售小鹏，b站，盒马，大润发。说明公司运营出了问题……大概率q1负增长了","text":"$阿里巴巴-SW(09988)$ 急匆匆抛售小鹏，b站，盒马，大润发。说明公司运营出了问题……大概率q1负增长了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287987390226752","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286930885767232,"gmtCreate":1711071641986,"gmtModify":1711071643342,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a> 怀疑阿里如果不减持，一季度财务就崩盘了","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a> 怀疑阿里如果不减持，一季度财务就崩盘了","text":"$阿里巴巴-SW(09988)$ 怀疑阿里如果不减持，一季度财务就崩盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286930885767232","isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286767411994672,"gmtCreate":1711031666484,"gmtModify":1711031667562,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 买了个表啊，如果是这样，股市毫无意义了。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 买了个表啊，如果是这样，股市毫无意义了。","text":"$拼多多(PDD)$ 买了个表啊，如果是这样，股市毫无意义了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286767411994672","isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473369214651984","authorId":"3473369214651984","name":"逆理的钢琴师","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1},"content":"股票是反向操作，随大流必输","text":"股票是反向操作，随大流必输","html":"股票是反向操作，随大流必输"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286378665369672,"gmtCreate":1710944330105,"gmtModify":1710944331728,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 一定会涨回去的，除非纳斯达克崩了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 一定会涨回去的，除非纳斯达克崩了","text":"$拼多多(PDD)$ 一定会涨回去的，除非纳斯达克崩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286378665369672","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286344514359352,"gmtCreate":1710935883051,"gmtModify":1710936412487,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 利润超阿里了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 利润超阿里了","text":"$拼多多(PDD)$ 利润超阿里了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/286344514359352","isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485835206376479","authorId":"3485835206376479","name":"别打扰我的发财梦","avatar":"https://static.tigerbbs.com/535b3fff1e8e2a0a29332e27783b30bb","crmLevel":4,"crmLevelSwitch":0},"content":"迟早成为国内电商第一大哥","text":"迟早成为国内电商第一大哥","html":"迟早成为国内电商第一大哥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286241865039904,"gmtCreate":1710901581545,"gmtModify":1710901583068,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 小米的跌幅不够美团塞牙缝的","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 小米的跌幅不够美团塞牙缝的","text":"$小米集团-W(01810)$ 小米的跌幅不够美团塞牙缝的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286241865039904","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285879461396544,"gmtCreate":1710813105637,"gmtModify":1710813262931,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a> 顶着刘卖股民买，要么股民傻，要么墙洞傻","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a> 顶着刘卖股民买，要么股民傻，要么墙洞傻","text":"$京东集团-SW(09618)$ 顶着刘卖股民买，要么股民傻，要么墙洞傻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285879461396544","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":247448299020408,"gmtCreate":1701449969521,"gmtModify":1701449970611,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>说个笑话，美团科学家，张jm……","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>说个笑话，美团科学家，张jm……","text":"$美团-W(03690)$ 说个笑话，美团科学家，张jm……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/247448299020408","isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268932580503592,"gmtCreate":1706688265923,"gmtModify":1706688267018,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$&nbsp;</a> 也不算超跌，大家都跌90%了","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$&nbsp;</a> 也不算超跌，大家都跌90%了","text":"$商汤-W(00020)$ 也不算超跌，大家都跌90%了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268932580503592","isVote":1,"tweetType":1,"viewCount":1866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254963331711224,"gmtCreate":1703257990453,"gmtModify":1703257991434,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$&nbsp;</a>网易是真强啊，美股这都能拉回来","listText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$&nbsp;</a>网易是真强啊，美股这都能拉回来","text":"$网易(NTES)$ 网易是真强啊，美股这都能拉回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/254963331711224","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499813282686423","authorId":"3499813282686423","name":"信风骑士","avatar":"https://static.tigerbbs.com/37841e77df5edd635b62253bddbd2968","crmLevel":4,"crmLevelSwitch":0},"content":"网易是表示要跟魔兽恢复合作了","text":"网易是表示要跟魔兽恢复合作了","html":"网易是表示要跟魔兽恢复合作了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254827209179264,"gmtCreate":1703224646904,"gmtModify":1703227287904,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题","text":"$腾讯控股(00700)$ 不过话说回来，游戏公司市值这么高确实不符合国情，打压也没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/254827209179264","isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459945058874066","authorId":"3459945058874066","name":"两只大老虎","avatar":"https://static.tigerbbs.com/bf14132572e7946e6b0c1286847d4dea","crmLevel":6,"crmLevelSwitch":0},"content":"打哪个都有理由的😄","text":"打哪个都有理由的😄","html":"打哪个都有理由的😄"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638630189,"gmtCreate":1645204118243,"gmtModify":1645204118243,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>会在一年半跌到300多","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>会在一年半跌到300多","text":"$特斯拉(TSLA)$会在一年半跌到300多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/638630189","isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582202693603061","authorId":"3582202693603061","name":"茜禾","avatar":"https://static.tigerbbs.com/c6b1ebf083aab3b0fbf75c9811b07efb","crmLevel":3,"crmLevelSwitch":0},"content":"为什么这么说","text":"为什么这么说","html":"为什么这么说"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252358433701928,"gmtCreate":1702619223987,"gmtModify":1702620038696,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>美团的steam有王兴老婆，这你让别人怎么工作呢？就算家人能力再强，也不能参与其中啊，能力强为什么不自己单独创业呢？夫妻一起维护公司别人怎么做决策呢？团队齐心才能成事呀。这种普通老百姓都知道的道理，实在想不明白故意把个人形象搞坏的目的是啥？自残倾向？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>美团的steam有王兴老婆，这你让别人怎么工作呢？就算家人能力再强，也不能参与其中啊，能力强为什么不自己单独创业呢？夫妻一起维护公司别人怎么做决策呢？团队齐心才能成事呀。这种普通老百姓都知道的道理，实在想不明白故意把个人形象搞坏的目的是啥？自残倾向？","text":"$美团-W(03690)$ 美团的steam有王兴老婆，这你让别人怎么工作呢？就算家人能力再强，也不能参与其中啊，能力强为什么不自己单独创业呢？夫妻一起维护公司别人怎么做决策呢？团队齐心才能成事呀。这种普通老百姓都知道的道理，实在想不明白故意把个人形象搞坏的目的是啥？自残倾向？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/252358433701928","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639842196,"gmtCreate":1643259591347,"gmtModify":1643259591347,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>明摆着 巨头公司国家队要抄底入股 防止资本无x扩张 总不能直接抢吧所以只能让它降下来。","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>明摆着 巨头公司国家队要抄底入股 防止资本无x扩张 总不能直接抢吧所以只能让它降下来。","text":"$恒生科技指数(HSTECH)$明摆着 巨头公司国家队要抄底入股 防止资本无x扩张 总不能直接抢吧所以只能让它降下来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/639842196","isVote":1,"tweetType":1,"viewCount":2738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253699381424304,"gmtCreate":1702956304515,"gmtModify":1702956305635,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>接下来速度会很快，不会一点点跌了。会非常快的穿70。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a>接下来速度会很快，不会一点点跌了。会非常快的穿70。","text":"$美团-W(03690)$ 接下来速度会很快，不会一点点跌了。会非常快的穿70。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/253699381424304","isVote":1,"tweetType":1,"viewCount":2527,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435833029586381","authorId":"3435833029586381","name":"不要频繁操作","avatar":"https://static.tigerbbs.com/98ae4237c9360e696c393389c7df4873","crmLevel":1,"crmLevelSwitch":0},"content":"估计底能到多少啊？","text":"估计底能到多少啊？","html":"估计底能到多少啊？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666151278,"gmtCreate":1665498046194,"gmtModify":1665498048544,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>钢体洛希极限要突破了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>钢体洛希极限要突破了","text":"$纳斯达克(.IXIC)$钢体洛希极限要突破了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/666151278","isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"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},"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":2405,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493713447408535","authorId":"3493713447408535","name":"tmfefuvi","avatar":"https://static.tigerbbs.com/a20887010de7f7b564083b1dd81766e0","crmLevel":1,"crmLevelSwitch":0},"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},{"id":635698090,"gmtCreate":1646966818688,"gmtModify":1646966818688,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>几个月前说底在3900可能真的说中了 拭目以待","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>几个月前说底在3900可能真的说中了 拭目以待","text":"$恒生科技指数(HSTECH)$几个月前说底在3900可能真的说中了 拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/635698090","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638451614,"gmtCreate":1645504156347,"gmtModify":1645504156347,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>会像教育行业一样死掉吗","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>会像教育行业一样死掉吗","text":"$美团-W(03690)$会像教育行业一样死掉吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/638451614","isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694759693,"gmtCreate":1642132699379,"gmtModify":1642132699379,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> 一年内&nbsp;最终会跌倒2900点 中钙会在现在基础上再夭折60% 你们这么前赴后继的送钱 图个啥","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> 一年内&nbsp;最终会跌倒2900点 中钙会在现在基础上再夭折60% 你们这么前赴后继的送钱 图个啥","text":"$恒生科技指数(HSTECH)$ 一年内 最终会跌倒2900点 中钙会在现在基础上再夭折60% 你们这么前赴后继的送钱 图个啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/694759693","isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096772995932600","authorId":"4096772995932600","name":"海边小屋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这么确定性的行情，可以做空啊，直接重仓空进去","text":"这么确定性的行情，可以做空啊，直接重仓空进去","html":"这么确定性的行情，可以做空啊，直接重仓空进去"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629335239,"gmtCreate":1670251386722,"gmtModify":1670251387695,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$&nbsp;</a>22年全中概股最惨的 没有之一","listText":"<a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$&nbsp;</a>22年全中概股最惨的 没有之一","text":"$美团ADR(MPNGY)$ 22年全中概股最惨的 没有之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629335239","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635791676,"gmtCreate":1647242281196,"gmtModify":1647242281196,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>归零者你好","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>归零者你好","text":"$恒生科技指数(HSTECH)$归零者你好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635791676","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695391439,"gmtCreate":1641317362049,"gmtModify":1641317362049,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>会跌倒20","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>会跌倒20","text":"$拼多多(PDD)$会跌倒20","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695391439","isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632875100,"gmtCreate":1646370739126,"gmtModify":1646370739126,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>到底了 最多还有5%","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>到底了 最多还有5%","text":"$恒生科技指数(HSTECH)$到底了 最多还有5%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/632875100","isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638559854,"gmtCreate":1645440854703,"gmtModify":1645440854703,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>在这种背景下 所有什么大v 机构 的技术分析，预测 都变得毫无意义 市场已经疯狂","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>在这种背景下 所有什么大v 机构 的技术分析，预测 都变得毫无意义 市场已经疯狂","text":"$恒生科技指数(HSTECH)$在这种背景下 所有什么大v 机构 的技术分析，预测 都变得毫无意义 市场已经疯狂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638559854","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291024487137328,"gmtCreate":1712076836652,"gmtModify":1712084540070,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？","text":"$美团-W(03690)$ 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/291024487137328","isVote":1,"tweetType":1,"viewCount":1300,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493713447408535","authorId":"3493713447408535","name":"tmfefuvi","avatar":"https://static.tigerbbs.com/a20887010de7f7b564083b1dd81766e0","crmLevel":1,"crmLevelSwitch":0},"content":"很简单的道理，因为中层瞒着高层","text":"很简单的道理，因为中层瞒着高层","html":"很简单的道理，因为中层瞒着高层"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286767411994672,"gmtCreate":1711031666484,"gmtModify":1711031667562,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 买了个表啊，如果是这样，股市毫无意义了。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 买了个表啊，如果是这样，股市毫无意义了。","text":"$拼多多(PDD)$ 买了个表啊，如果是这样，股市毫无意义了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286767411994672","isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473369214651984","authorId":"3473369214651984","name":"逆理的钢琴师","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1},"content":"股票是反向操作，随大流必输","text":"股票是反向操作，随大流必输","html":"股票是反向操作，随大流必输"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}