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可口可乐了凯里
2020-11-22
$美团-W(03690)$
实际体验了美团优选,这个业务足够高频、也足够低毛利,应该作为引流的手段,可预知Q3、Q4的新增用户数、活跃用户数会有很大增长
可口可乐了凯里
2023-01-04
$腾讯控股(00700)$
腾讯不是要分美团股票么?老虎啥时候到账呀?
可口可乐了凯里
2020-11-13
$美团-W(03690)$
美团Q3不发财报么?
可口可乐了凯里
2023-12-22
$腾讯控股(00700)$
所以今天美股会跌吗[贱笑]
可口可乐了凯里
2020-12-10
$ARK Innovation ETF(ARKK)$
各位大佬,买这个ETF有什么管理费、申购费之类的么?如市几个月以来总体不亏不赚,想着买个etf省心一点。
可口可乐了凯里
2021-07-23
$新东方(EDU)$
刺激
可口可乐了凯里
2021-04-01
$拼多多(PDD)$
$美团-W(03690)$
这俩股票貌似是连体儿
可口可乐了凯里
2020-11-23
"Wish商品邮寄时间一般在15天左右,等两个月的用户不少见" 美国人民真可怜
美版“拼多多”上市倒计时,国产版拼多多要慌了?
可口可乐了凯里
2020-11-06
礼橙专车、橙心优选,滴滴为啥搞这么多品牌?难道因为老板姓程?
美团成为两轮出行第一,程维用四轮车进军买菜
可口可乐了凯里
2020-12-11
$蔚来(NIO)$
增发终于来了,哈哈哈哈
可口可乐了凯里
2023-01-05
$03690.SPO(03690.SPO)$
美股的要分股么?
可口可乐了凯里
2021-02-01
感觉打新中不了了
抱歉,原内容已删除
可口可乐了凯里
2021-01-22
厉害了,不过不知道数据的可靠性
抱歉,原内容已删除
可口可乐了凯里
2020-12-31
$美团-W(03690)$
超过拼多多!搞起来!
去老虎APP查看更多动态
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.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《新股消息》据报快手(01024.HK)场外交易价250元 较预期定价高1.17倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-01 12:10 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1073287&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>内地媒体报道,快手(01024.HK)的场外交易成交价达250元,较市场预期上限定价的115元,涨幅高达117%。快手将於本周五(5日)上市,摩根士丹利、美银证券及华兴资本为联席保荐人。(jc/u)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1073287&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f73e1c908efc5972b5b6e484e19b0d22","relate_stocks":{"01024":"快手-W","00388":"香港交易所"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1073287&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2108220850","content_text":"内地媒体报道,快手(01024.HK)的场外交易成交价达250元,较市场预期上限定价的115元,涨幅高达117%。快手将於本周五(5日)上市,摩根士丹利、美银证券及华兴资本为联席保荐人。(jc/u)~阿思达克财经新闻网址: 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href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>刺激","text":"$新东方(EDU)$刺激","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175584041","isVote":1,"tweetType":1,"viewCount":1759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357528653,"gmtCreate":1617286004472,"gmtModify":1617286004472,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>这俩股票貌似是连体儿","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>这俩股票貌似是连体儿","text":"$拼多多(PDD)$$美团-W(03690)$这俩股票貌似是连体儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357528653","isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399272894,"gmtCreate":1606144793018,"gmtModify":1703841186641,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"htmlText":"\"Wish商品邮寄时间一般在15天左右,等两个月的用户不少见\" 美国人民真可怜","listText":"\"Wish商品邮寄时间一般在15天左右,等两个月的用户不少见\" 美国人民真可怜","text":"\"Wish商品邮寄时间一般在15天左右,等两个月的用户不少见\" 美国人民真可怜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399272894","repostId":"1185304092","repostType":2,"repost":{"id":"1185304092","pubTimestamp":1606140989,"share":"https://www.laohu8.com/m/news/1185304092?lang=&edition=full","pubTime":"2020-11-23 22:16","market":"us","language":"zh","title":"美版“拼多多”上市倒计时,国产版拼多多要慌了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185304092","media":"美股研究社","summary":"上周五,美版“拼多多”电子商务市场Wish的母公司ContextLogic向美国证券交易委员会提交了IPO招股书,该公司计划在纳斯达克上市,股票代码为WISH。Wish廉价电商的发展路径与拼多多极为类","content":"<p>上周五,美版“拼多多”电子商务市场Wish的母公司ContextLogic向美国证券交易委员会提交了IPO招股书,该公司计划在纳斯达克上市,股票代码为WISH。</p><p>Wish廉价电商的发展路径与拼多多极为类似,而二者成立的时间也仅差两年。拼多多依靠微信社交玩法,经过五年时间的发展在活跃用户数上已经超越京东,比肩阿里。</p><p>而在亚马逊、eBay占据统治地位的北美市场,wish也依靠Facebook的流量在电商市场杀出了一条血路。Wish的上市,对于拼多多究竟会造成哪些影响呢?又是否会威胁到拼多多目前的地位呢?</p><p><b>Wish营收增速远逊拼多多</b></p><p><b>国际市场与亚马逊、eBay竞争日烈</b></p><p>Wish成立于2013年,拼多多成立于2015年,虽然比拼多多早两年成立,但在营收数据上,二者还是存在不小的差距。</p><p>具体来看,Wish在今年截至9月30日的9个月里,收入为17.5亿美元。这比去年同期的13.3亿美元有所增加,增长率为32%。然而,2018年至2019年期间,收入仅增长了10%。</p><p><img src=\"https://static.tigerbbs.com/1133b1e2c7443b16f356b1b501b8b356\" tg-width=\"1074\" tg-height=\"461\"></p><p>而从拼多多看,据财报数据显示,三季度拼多多的营收为142亿元,同比增幅为89%。</p><p>拼多多一个季度营收就超越wish三个月的营收,目前wish的收入规模和体量还落后于拼多多。</p><p><img src=\"https://static.tigerbbs.com/84006814bab962f9089972ebe2f88171\" tg-width=\"753\" tg-height=\"376\"></p><p>Wish的表现则没有这么亮眼。与亚马逊、塔吉特和沃尔玛等零售和电商巨头相比,Wish的增长速度更慢,基数更小。第三季度,亚马逊净销售额为961.45亿美元,与去年同期的699.81亿美元相比增长37%。而塔吉特和沃尔玛都受到卫生事件提振,它们第三季度的数字销售额分别比去年同期增幅达155%和79%。</p><p>与拼多多相比较,wish目前的体量较小,且净收入的增速表现并不佳。从这个层面上看,美股研究社认为wish上市后对于拼多多的“威胁“地位或许并不算大。追根溯源,净收入上的差距或许与用户层面的差距有关。</p><p>平台月活用户数量的差距是一个重要的因素。在第三季度,拼多多APP的平均月活用户数已达6.43亿,单季度增长了7460万,同比增长50%。而在招股书中wish表示,现在在100多个国家有超过1亿的月活跃用户。</p><p>月活用户数量的差距与市场环境相关,拼多多聚焦于国内市场,在国内市场根基尚未完全夯实的当下,拼多多并未选择和阿里、京东一样向海外市场进军。但wish由于较为开放的市场环境,其用户的地理分布范围要远胜于拼多多。</p><p>美股研究社认为,wish获取用户的难度较之拼多多更高。一部分在于地理范围更为广袤的市场导致全局复杂程度更高,而拼多多的市场基本集中于国内,在用户的获取难度比wish低。</p><p>另一部分也是最关键的原因在于亚马逊、eBay也在向“廉价电商”领域发力,亚马逊Prime每年119美元的会员费使得部分低收入用户的订阅率较低,再加之Prime会员数增速的放缓,致使亚马逊也开始攻占“下沉市场”。</p><p><b>Wish流量高度依赖Facebook</b></p><p><b>产品利润空间高于拼多多</b></p><p>Wish平台仍处于亏损状态。据数据显示,Wish在2017年亏损2.47亿美元,2018年亏损2.08亿美元,2019年亏损1.36亿美元。在2020年前9个月,公司损失了1.76亿美元。</p><p><img src=\"https://static.tigerbbs.com/c0daaa08546fc66dc0bf4084685723c0\" tg-width=\"1080\" tg-height=\"450\"></p><p>而成立晚两年的拼多多,其盈利能力和亏损状况已经大为改善。据三季度财报数据显示,Non-GAAP(非通用计准则)下,拼多多首次实现单季度利润转正,盈利4.66亿元。但在GAAP(通用会计准则)下,拼多多净亏损7.85亿元,但比去年同期的23亿要收窄不少。</p><p>在经历五年时间的亏损后,拼多多已经来到了盈利的临界点。但对于wish而言,由于该公司一向低调行事,披露的信息并不少,因而对于wish何时才能实现盈利的推断缺少理论依据。</p><p>而与拼多多类似,低价商品的销售策略也仅是wish得以成功的第一步,利用社交媒体裂变式传播途径迅速扩大用户群体,才是最重要的成功因素。</p><p>据悉,Wish一直以来都是Facebook最大的广告主,2015年就有媒体曾披露过,平台每年光花在Facebook上的广告投放费用就高达1亿美金。在2014-2015年期间,平台的流量可以说90%以上是来自Facebook。而在Facebook上的高额营销收入也的确取得了不俗的成效。</p><p>以Facebook上的讨论数为例,沃尔玛、Target最多只是几十万,而Wish却一直保持几百万的讨论数,在竞争白热化的海外市场,这对一家成立不到10年的公司来说是非常难得的。</p><p>但是过度依赖Facebook导流也使得wish的发展存在不小的隐患,如果广告效果达到了饱和,获得新客户将变得越来越难,再加上社交电商崛起,亚马逊、沃尔玛电商也对“美国五环外”的市场虎视眈眈,线下零售也开始发力电商,夹击在中间的Wish,生存越来越困难。</p><p>以微信作为流量池的拼多多在用户增速上已经呈现出放缓的趋势,而这种新增用户数放缓的趋势,对于尚未实现盈利的wish来说,带来的困扰或许比拼多多更大。</p><p>不过,在wish平台所销售商品的门类看,主要集中在3C电子、兴趣爱好、美妆、家居、汽配等产品中,累计占比超过了70%。而反观拼多多,平台主要销售的产品门类为零食、个护、农产品等,与Wish还是存在不小的差距。</p><p>农产品已成为拼多多的重要标签。2019年拼多多农(副)产品成交额达1364亿元,同比增长109%。2020年一季度新冠疫情期间,拼多多平台上的农村网店实现的农产品订单数,超过10亿笔,同比增长184%。</p><p>由于3C电子、个护美妆类产品的利润空间更高,美股研究社认为或许这也是wish相较于拼多多的一个优势所在。</p><p><b>“廉价电商”风起云涌</b></p><p><b>Wish上市对于拼多多影响究竟几何?</b></p><p>随着wish的上市,其与拼多多有着相同商业模式,这也使得对于拼多多,资本市场也将会重新进行审视。截止发稿,拼多多的总市值约为1760亿美元。而据海外媒体报道,目前Wish的估值在250亿至300亿美元之间。</p><p>对于电商平台,资本市场对其估值判断的关键指标为用户数、营收、GMV等数据。此外,行业的市场潜力和前景也是一个重要的考量面向。可幸的是Wish站在了一个需求广阔、增量市场较为庞大的赛道。</p><p>Wish创始人Peter在一次演讲中提到:“美国80%家庭年收入在$100,000美金以下,60%低于$50,000美金。” 而欧洲年家庭年均收入众数则更低。Wish要服务的正是这样一些在主流消费主义文化中的“隐形人”。</p><p>为了获取低价商品,这些顾客也愿意等待更长时间。Wish商品邮寄时间一般在15天左右,等两个月的用户不少见。</p><p><img src=\"https://static.tigerbbs.com/3dbeac093eb1aee504a1c3bb7b5521c5\" tg-width=\"745\" tg-height=\"404\"></p><p>而从拼多多来看,国内庞大的人口基数和多层级的消费结构,也是其得以迅速发展的土壤。因而不管是wish还是拼多多,市场需求始终是存在的,而如何去打开这一市场并满足其消费需求将是一个难题。</p><p>从市场规模上而言,目前wish已经在100多个国家销售商品,而销售地域的广泛也使得wish未来盈利的可能非常大。而拼多多目前仅针对国内市场,当未来市场渗透率和用户增速达到一定程度后,新的增量如何来将是拼多多面临的一个问题。</p><p>此外,拼多多前期的用户积累很大部分是来自于其“百亿补贴”。而从wish来看,其流量也高度依赖Facebook,目前wish在行业内的地位尚不算稳固,拼多多也面临阿里、京东打入下沉市场的挑战。</p><p>Wish上市成功后,美股市场将出现两家廉价电商平台,而二者之间的竞争也将会呈现出此消彼长的趋势,只要一家增速放缓,很有可能会对另一家利好,在这样的前提下,谁更受投资者青睐,关键还是要看业绩层面的表现。对于wish的后续动作,美股研究社也将会持续关注。</p>","source":"mgyjs","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\" 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.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美版“拼多多”上市倒计时,国产版拼多多要慌了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-23 22:16 北京时间 <a href=https://mp.weixin.qq.com/s/7hxXT60z412VpU24IDrZHw><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周五,美版“拼多多”电子商务市场Wish的母公司ContextLogic向美国证券交易委员会提交了IPO招股书,该公司计划在纳斯达克上市,股票代码为WISH。Wish廉价电商的发展路径与拼多多极为类似,而二者成立的时间也仅差两年。拼多多依靠微信社交玩法,经过五年时间的发展在活跃用户数上已经超越京东,比肩阿里。而在亚马逊、eBay占据统治地位的北美市场,wish也依靠Facebook的流量在电商...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7hxXT60z412VpU24IDrZHw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3dbeac093eb1aee504a1c3bb7b5521c5","relate_stocks":{"PDD":"拼多多"},"source_url":"https://mp.weixin.qq.com/s/7hxXT60z412VpU24IDrZHw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185304092","content_text":"上周五,美版“拼多多”电子商务市场Wish的母公司ContextLogic向美国证券交易委员会提交了IPO招股书,该公司计划在纳斯达克上市,股票代码为WISH。Wish廉价电商的发展路径与拼多多极为类似,而二者成立的时间也仅差两年。拼多多依靠微信社交玩法,经过五年时间的发展在活跃用户数上已经超越京东,比肩阿里。而在亚马逊、eBay占据统治地位的北美市场,wish也依靠Facebook的流量在电商市场杀出了一条血路。Wish的上市,对于拼多多究竟会造成哪些影响呢?又是否会威胁到拼多多目前的地位呢?Wish营收增速远逊拼多多国际市场与亚马逊、eBay竞争日烈Wish成立于2013年,拼多多成立于2015年,虽然比拼多多早两年成立,但在营收数据上,二者还是存在不小的差距。具体来看,Wish在今年截至9月30日的9个月里,收入为17.5亿美元。这比去年同期的13.3亿美元有所增加,增长率为32%。然而,2018年至2019年期间,收入仅增长了10%。而从拼多多看,据财报数据显示,三季度拼多多的营收为142亿元,同比增幅为89%。拼多多一个季度营收就超越wish三个月的营收,目前wish的收入规模和体量还落后于拼多多。Wish的表现则没有这么亮眼。与亚马逊、塔吉特和沃尔玛等零售和电商巨头相比,Wish的增长速度更慢,基数更小。第三季度,亚马逊净销售额为961.45亿美元,与去年同期的699.81亿美元相比增长37%。而塔吉特和沃尔玛都受到卫生事件提振,它们第三季度的数字销售额分别比去年同期增幅达155%和79%。与拼多多相比较,wish目前的体量较小,且净收入的增速表现并不佳。从这个层面上看,美股研究社认为wish上市后对于拼多多的“威胁“地位或许并不算大。追根溯源,净收入上的差距或许与用户层面的差距有关。平台月活用户数量的差距是一个重要的因素。在第三季度,拼多多APP的平均月活用户数已达6.43亿,单季度增长了7460万,同比增长50%。而在招股书中wish表示,现在在100多个国家有超过1亿的月活跃用户。月活用户数量的差距与市场环境相关,拼多多聚焦于国内市场,在国内市场根基尚未完全夯实的当下,拼多多并未选择和阿里、京东一样向海外市场进军。但wish由于较为开放的市场环境,其用户的地理分布范围要远胜于拼多多。美股研究社认为,wish获取用户的难度较之拼多多更高。一部分在于地理范围更为广袤的市场导致全局复杂程度更高,而拼多多的市场基本集中于国内,在用户的获取难度比wish低。另一部分也是最关键的原因在于亚马逊、eBay也在向“廉价电商”领域发力,亚马逊Prime每年119美元的会员费使得部分低收入用户的订阅率较低,再加之Prime会员数增速的放缓,致使亚马逊也开始攻占“下沉市场”。Wish流量高度依赖Facebook产品利润空间高于拼多多Wish平台仍处于亏损状态。据数据显示,Wish在2017年亏损2.47亿美元,2018年亏损2.08亿美元,2019年亏损1.36亿美元。在2020年前9个月,公司损失了1.76亿美元。而成立晚两年的拼多多,其盈利能力和亏损状况已经大为改善。据三季度财报数据显示,Non-GAAP(非通用计准则)下,拼多多首次实现单季度利润转正,盈利4.66亿元。但在GAAP(通用会计准则)下,拼多多净亏损7.85亿元,但比去年同期的23亿要收窄不少。在经历五年时间的亏损后,拼多多已经来到了盈利的临界点。但对于wish而言,由于该公司一向低调行事,披露的信息并不少,因而对于wish何时才能实现盈利的推断缺少理论依据。而与拼多多类似,低价商品的销售策略也仅是wish得以成功的第一步,利用社交媒体裂变式传播途径迅速扩大用户群体,才是最重要的成功因素。据悉,Wish一直以来都是Facebook最大的广告主,2015年就有媒体曾披露过,平台每年光花在Facebook上的广告投放费用就高达1亿美金。在2014-2015年期间,平台的流量可以说90%以上是来自Facebook。而在Facebook上的高额营销收入也的确取得了不俗的成效。以Facebook上的讨论数为例,沃尔玛、Target最多只是几十万,而Wish却一直保持几百万的讨论数,在竞争白热化的海外市场,这对一家成立不到10年的公司来说是非常难得的。但是过度依赖Facebook导流也使得wish的发展存在不小的隐患,如果广告效果达到了饱和,获得新客户将变得越来越难,再加上社交电商崛起,亚马逊、沃尔玛电商也对“美国五环外”的市场虎视眈眈,线下零售也开始发力电商,夹击在中间的Wish,生存越来越困难。以微信作为流量池的拼多多在用户增速上已经呈现出放缓的趋势,而这种新增用户数放缓的趋势,对于尚未实现盈利的wish来说,带来的困扰或许比拼多多更大。不过,在wish平台所销售商品的门类看,主要集中在3C电子、兴趣爱好、美妆、家居、汽配等产品中,累计占比超过了70%。而反观拼多多,平台主要销售的产品门类为零食、个护、农产品等,与Wish还是存在不小的差距。农产品已成为拼多多的重要标签。2019年拼多多农(副)产品成交额达1364亿元,同比增长109%。2020年一季度新冠疫情期间,拼多多平台上的农村网店实现的农产品订单数,超过10亿笔,同比增长184%。由于3C电子、个护美妆类产品的利润空间更高,美股研究社认为或许这也是wish相较于拼多多的一个优势所在。“廉价电商”风起云涌Wish上市对于拼多多影响究竟几何?随着wish的上市,其与拼多多有着相同商业模式,这也使得对于拼多多,资本市场也将会重新进行审视。截止发稿,拼多多的总市值约为1760亿美元。而据海外媒体报道,目前Wish的估值在250亿至300亿美元之间。对于电商平台,资本市场对其估值判断的关键指标为用户数、营收、GMV等数据。此外,行业的市场潜力和前景也是一个重要的考量面向。可幸的是Wish站在了一个需求广阔、增量市场较为庞大的赛道。Wish创始人Peter在一次演讲中提到:“美国80%家庭年收入在$100,000美金以下,60%低于$50,000美金。” 而欧洲年家庭年均收入众数则更低。Wish要服务的正是这样一些在主流消费主义文化中的“隐形人”。为了获取低价商品,这些顾客也愿意等待更长时间。Wish商品邮寄时间一般在15天左右,等两个月的用户不少见。而从拼多多来看,国内庞大的人口基数和多层级的消费结构,也是其得以迅速发展的土壤。因而不管是wish还是拼多多,市场需求始终是存在的,而如何去打开这一市场并满足其消费需求将是一个难题。从市场规模上而言,目前wish已经在100多个国家销售商品,而销售地域的广泛也使得wish未来盈利的可能非常大。而拼多多目前仅针对国内市场,当未来市场渗透率和用户增速达到一定程度后,新的增量如何来将是拼多多面临的一个问题。此外,拼多多前期的用户积累很大部分是来自于其“百亿补贴”。而从wish来看,其流量也高度依赖Facebook,目前wish在行业内的地位尚不算稳固,拼多多也面临阿里、京东打入下沉市场的挑战。Wish上市成功后,美股市场将出现两家廉价电商平台,而二者之间的竞争也将会呈现出此消彼长的趋势,只要一家增速放缓,很有可能会对另一家利好,在这样的前提下,谁更受投资者青睐,关键还是要看业绩层面的表现。对于wish的后续动作,美股研究社也将会持续关注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302243108,"gmtCreate":1604658412604,"gmtModify":1703834316682,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"htmlText":"礼橙专车、橙心优选,滴滴为啥搞这么多品牌?难道因为老板姓程?","listText":"礼橙专车、橙心优选,滴滴为啥搞这么多品牌?难道因为老板姓程?","text":"礼橙专车、橙心优选,滴滴为啥搞这么多品牌?难道因为老板姓程?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/302243108","repostId":"1181978824","repostType":4,"repost":{"id":"1181978824","pubTimestamp":1604656519,"share":"https://www.laohu8.com/m/news/1181978824?lang=&edition=full","pubTime":"2020-11-06 17:55","market":"hk","language":"zh","title":"美团成为两轮出行第一,程维用四轮车进军买菜","url":"https://stock-news.laohu8.com/highlight/detail?id=1181978824","media":"首席观察团","summary":"美团与滴滴的战事有了新篇章。\n11月3日,滴滴在内部召开了全员会,CEO程维首次公开谈及橙心优选,称:“滴滴对橙心优选的投入不设上限,全力拿下市场第一名。” 此前不久,美团成立“美团优选”,正式进军社","content":"<p>美团与滴滴的战事有了新篇章。</p>\n<p>11月3日,滴滴在内部召开了全员会,CEO程维首次公开谈及橙心优选,称:“滴滴对橙心优选的投入不设上限,全力拿下市场第一名。” 此前不久,美团成立“美团优选”,正式进军社区团购。有媒体报道,王兴在美团的内部会议上,同样把美团优选作为头号创业项目,并发话“这场仗一定要打赢”。</p>\n<p></p>\n<p>同为移动互联网时代崛起的新贵,王兴与程维曾一度惺惺相惜,双方的交恶始于三年前美团对滴滴的一次偷袭。</p>\n<p></p>\n<p>2017年2月,美团在南京率先上线打车服务,剑指滴滴的主营业务,而当天程维还和王兴在一起吃饭。在之后接受《财经》专访时,程维表示,在饭桌上,王兴对此事只字未提,他是吃完饭看了新闻才知道了这件事。</p>\n<p>在那次采访中,被激怒的程维还撂下了对王兴的战书“尔要战便战”。随后,滴滴正式推出了外卖业务,首个上线的城市也选在了南京。</p>\n<p></p>\n<p>只是,这场王不见王的战事随后因诸多意外而延后。</p>\n<p></p>\n<p>三年多的时间里,美团的市值突破了1.5万亿,并通过收购摩拜、抢滩电单车业务拿下了两轮出行的市场第一。而滴滴虽然一直处于蛰伏整改状态,但主营的打车业务不退反进。在程维内部讲话之后,滴滴宣布月活突破4亿,依然是四轮出行不可撼动的绝对老大。</p>\n<p></p>\n<p>这一次社区团购的对决,不仅重启了程维和王兴三年前的那场约战,而且也是一场蓄力已久的全面战争。</p>\n<p></p>\n<p><b>滴滴抢占先机,美团后发制人</b></p>\n<p></p>\n<p>在社区团购的抢跑阶段,“四轮驱动”的滴滴无疑是更快的那一个。</p>\n<p></p>\n<p>程维称,当其他公司还在看的时候,橙心的团队事实上就已经在战了。公开资料显示,橙心优选在对外上线前,在今年4月便已经在成都开始了秘密试点,比美团7月成立优选事业部整整早了三个月。</p>\n<p></p>\n<p>除了领跑对手一个身位,橙心优选在成都的打法也十分犀利,以超低客单价、单个客户拆单、高频秒杀活动以及团长激励,迅速在当地完成了对领头羊兴盛优选的反超,并逐步向川渝等地扩散。截至9月份,橙心优选在当地的日订单量已经突破50万单,奠定了川渝第一的位置。</p>\n<p></p>\n<p>美团虽然慢了一拍,但地推铁军的先天优势再一次显现。在宣布成立优选事业部之后,地推铁军迅速进驻社区团购的重镇武汉,仅用10天就完成了对全城的覆盖,并迅速向湖北其他地区渗透,地推铁军甚至在同一天连开荆州、黄冈、孝感等6城。</p>\n<p></p>\n<p>新战事在西线率先打响之后,双方的打法也逐渐清晰,缺乏流量入口的滴滴,延续了烧钱补贴的一贯战术,所到之处先抢用户抢单量。而拥有地推优势的美团则采用人海战术,依靠铁军的两条腿先抢地盘。</p>\n<p></p>\n<p>9月21日,橙心优选在西安上线,随后进入陕西、山东、广西、贵州、云南等七省市;9月底,全国七省市日订单总量突破280万单;10月29日,橙心优选首次登陆江西,在<a href=\"https://laohu8.com/S/N4E.SI\">南昌</a>等四城同时上线,当天6场秒杀,最低价格1分钱,上线首日的订单量就破40万单。</p>\n<p></p>\n<p>一位滴滴内部人士表示,比别人快、没有历史包袱,这就是滴滴的战略先机,这意味着只要模式迅速走通,滴滴的起步速度会比别人更快。</p>\n<p></p>\n<p>与此同时,美团宣布推出“千城计划”,将优选的年度目标设定为覆盖20个省份。随后,美团优选更是在8天内连开6省。目前,美团已覆盖华东、华中、华南、西南、西北、华北地区的12个重点省份,此前定下的20省目标已完成过半。</p>\n<p></p>\n<p>从开局阶段看,滴滴抢跑之后,依靠重金补贴,大力还是砸出了奇迹的效果,120天日订单量就突破280万单。美团虽然单量处于劣势,但在开城数量上抢在了滴滴前头。</p>\n<p></p>\n<p>据两家APP显示的数据统计,截至10月28日,美团优选已进驻12个省份,攻下60余座城市,橙心优选则在9个省份开设业务,主打省会城市,地级市基本为空白。值得一提的是,双方已经在7个省份,直接兵戎相见。</p>\n<p></p>\n<p><b>程维不能输,王兴必须赢</b></p>\n<p></p>\n<p>滴滴抢占了先机,美团后发制人,第一回合就十分焦灼,这也符合全面决战的前奏。在接下来的贴身肉搏阶段,双方也是打足了鸡血,寸土必争。</p>\n<p></p>\n<p>据自媒体开曼4000报道,自美团优选一只脚迈进川渝之时,橙心优选的追击从没停下。前不久的一天凌晨,美团优选毫无征兆地上架了秒杀优惠活动,眼看对手突然来袭,橙心优选立马着手应对,迅速上架秒杀活动,24瓶装的娃哈哈,只卖9.9块。</p>\n<p></p>\n<p>当天晚上,双方团长的微信响个不停,补贴大战持续升级。最终,橙心优选靠着低价不限量,捍卫了自己的大本营。有知情人透露,橙心优选从上到下贯彻了一个理念,那就是敌人只有美团,不是多多买菜也不是兴盛优选。</p>\n<p></p>\n<p>滴滴的两位领导人也都很关心橙心优选。此前有传闻,橙心优选破50万单当晚,程维在核心高管群发了几十万块的红包以表祝贺。10月21日,滴滴出行总裁柳青在<a href=\"https://laohu8.com/S/WB\">微博</a>公开为橙心优选团队打CALL,表示“大家一起既往不恋,一路向前”。</p>\n<p></p>\n<p>在美团内部,美团优选的优先级同样是排在第一位的。7月,美团优选成立时,美团高级副总裁、S-team成员陈亮为亲自挂帅。10月,美团将优选提为一级战略项目,新增大区负责人这一关键性职级,负责分管华东、华西、华南、华北和华中五大区。</p>\n<p></p>\n<p>据报道,优选事业部成员主要由快驴、买菜、外卖、酒旅等美团各大事业部精英团队组成。其中,约60%为买菜事业部成员直接转岗到优选事业部。3个月,100人的团队迅速扩增到3000多人的规模。</p>\n<p></p>\n<p>美团和滴滴举全公司之力来打社区团购这场仗也并不难理解。</p>\n<p>对于程维和滴滴来说,蛰伏期间虽然守住了主营的打车业务,但这两年也绝非岁月静好。4亿月活、日订单5000万的网约车巨头估值一路走跌,多次被传上市均无下文,甚至还一度传出了被美团收购的传闻。今年被疫情激活的社区团购盘子足够大,而且没有头部玩家,无疑是程维翻盘最好的跳板。</p>\n<p></p>\n<p>对于王兴和美团而言,从千团大战、饿了么,再到支付宝、盒马,对手的围追堵截从未停止,社区团购也有机会让美团敲开实物电商的大门,直击对手腹地。孙猴子能不能修炼成“斗战胜佛”,也全靠社区团购这最后一仗。</p>\n<p></p>\n<p>所以,最终是美团扩大优势,赢家通吃?还是滴滴重新逆天改命,重新书写格局?只有到社区团购这场仗落幕的时候才知道。</p>","source":"lsy1601451063947","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 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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美团成为两轮出行第一,程维用四轮车进军买菜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-06 17:55 北京时间 <a href=https://mp.weixin.qq.com/s/EERwQsMyhhHSasyZhPdd4w><strong>首席观察团</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美团与滴滴的战事有了新篇章。\n11月3日,滴滴在内部召开了全员会,CEO程维首次公开谈及橙心优选,称:“滴滴对橙心优选的投入不设上限,全力拿下市场第一名。” 此前不久,美团成立“美团优选”,正式进军社区团购。有媒体报道,王兴在美团的内部会议上,同样把美团优选作为头号创业项目,并发话“这场仗一定要打赢”。\n\n同为移动互联网时代崛起的新贵,王兴与程维曾一度惺惺相惜,双方的交恶始于三年前美团对滴滴的一次...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/EERwQsMyhhHSasyZhPdd4w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a76c7afaa2b55eb727956e82a378e0","relate_stocks":{"03690":"美团-W"},"source_url":"https://mp.weixin.qq.com/s/EERwQsMyhhHSasyZhPdd4w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181978824","content_text":"美团与滴滴的战事有了新篇章。\n11月3日,滴滴在内部召开了全员会,CEO程维首次公开谈及橙心优选,称:“滴滴对橙心优选的投入不设上限,全力拿下市场第一名。” 此前不久,美团成立“美团优选”,正式进军社区团购。有媒体报道,王兴在美团的内部会议上,同样把美团优选作为头号创业项目,并发话“这场仗一定要打赢”。\n\n同为移动互联网时代崛起的新贵,王兴与程维曾一度惺惺相惜,双方的交恶始于三年前美团对滴滴的一次偷袭。\n\n2017年2月,美团在南京率先上线打车服务,剑指滴滴的主营业务,而当天程维还和王兴在一起吃饭。在之后接受《财经》专访时,程维表示,在饭桌上,王兴对此事只字未提,他是吃完饭看了新闻才知道了这件事。\n在那次采访中,被激怒的程维还撂下了对王兴的战书“尔要战便战”。随后,滴滴正式推出了外卖业务,首个上线的城市也选在了南京。\n\n只是,这场王不见王的战事随后因诸多意外而延后。\n\n三年多的时间里,美团的市值突破了1.5万亿,并通过收购摩拜、抢滩电单车业务拿下了两轮出行的市场第一。而滴滴虽然一直处于蛰伏整改状态,但主营的打车业务不退反进。在程维内部讲话之后,滴滴宣布月活突破4亿,依然是四轮出行不可撼动的绝对老大。\n\n这一次社区团购的对决,不仅重启了程维和王兴三年前的那场约战,而且也是一场蓄力已久的全面战争。\n\n滴滴抢占先机,美团后发制人\n\n在社区团购的抢跑阶段,“四轮驱动”的滴滴无疑是更快的那一个。\n\n程维称,当其他公司还在看的时候,橙心的团队事实上就已经在战了。公开资料显示,橙心优选在对外上线前,在今年4月便已经在成都开始了秘密试点,比美团7月成立优选事业部整整早了三个月。\n\n除了领跑对手一个身位,橙心优选在成都的打法也十分犀利,以超低客单价、单个客户拆单、高频秒杀活动以及团长激励,迅速在当地完成了对领头羊兴盛优选的反超,并逐步向川渝等地扩散。截至9月份,橙心优选在当地的日订单量已经突破50万单,奠定了川渝第一的位置。\n\n美团虽然慢了一拍,但地推铁军的先天优势再一次显现。在宣布成立优选事业部之后,地推铁军迅速进驻社区团购的重镇武汉,仅用10天就完成了对全城的覆盖,并迅速向湖北其他地区渗透,地推铁军甚至在同一天连开荆州、黄冈、孝感等6城。\n\n新战事在西线率先打响之后,双方的打法也逐渐清晰,缺乏流量入口的滴滴,延续了烧钱补贴的一贯战术,所到之处先抢用户抢单量。而拥有地推优势的美团则采用人海战术,依靠铁军的两条腿先抢地盘。\n\n9月21日,橙心优选在西安上线,随后进入陕西、山东、广西、贵州、云南等七省市;9月底,全国七省市日订单总量突破280万单;10月29日,橙心优选首次登陆江西,在南昌等四城同时上线,当天6场秒杀,最低价格1分钱,上线首日的订单量就破40万单。\n\n一位滴滴内部人士表示,比别人快、没有历史包袱,这就是滴滴的战略先机,这意味着只要模式迅速走通,滴滴的起步速度会比别人更快。\n\n与此同时,美团宣布推出“千城计划”,将优选的年度目标设定为覆盖20个省份。随后,美团优选更是在8天内连开6省。目前,美团已覆盖华东、华中、华南、西南、西北、华北地区的12个重点省份,此前定下的20省目标已完成过半。\n\n从开局阶段看,滴滴抢跑之后,依靠重金补贴,大力还是砸出了奇迹的效果,120天日订单量就突破280万单。美团虽然单量处于劣势,但在开城数量上抢在了滴滴前头。\n\n据两家APP显示的数据统计,截至10月28日,美团优选已进驻12个省份,攻下60余座城市,橙心优选则在9个省份开设业务,主打省会城市,地级市基本为空白。值得一提的是,双方已经在7个省份,直接兵戎相见。\n\n程维不能输,王兴必须赢\n\n滴滴抢占了先机,美团后发制人,第一回合就十分焦灼,这也符合全面决战的前奏。在接下来的贴身肉搏阶段,双方也是打足了鸡血,寸土必争。\n\n据自媒体开曼4000报道,自美团优选一只脚迈进川渝之时,橙心优选的追击从没停下。前不久的一天凌晨,美团优选毫无征兆地上架了秒杀优惠活动,眼看对手突然来袭,橙心优选立马着手应对,迅速上架秒杀活动,24瓶装的娃哈哈,只卖9.9块。\n\n当天晚上,双方团长的微信响个不停,补贴大战持续升级。最终,橙心优选靠着低价不限量,捍卫了自己的大本营。有知情人透露,橙心优选从上到下贯彻了一个理念,那就是敌人只有美团,不是多多买菜也不是兴盛优选。\n\n滴滴的两位领导人也都很关心橙心优选。此前有传闻,橙心优选破50万单当晚,程维在核心高管群发了几十万块的红包以表祝贺。10月21日,滴滴出行总裁柳青在微博公开为橙心优选团队打CALL,表示“大家一起既往不恋,一路向前”。\n\n在美团内部,美团优选的优先级同样是排在第一位的。7月,美团优选成立时,美团高级副总裁、S-team成员陈亮为亲自挂帅。10月,美团将优选提为一级战略项目,新增大区负责人这一关键性职级,负责分管华东、华西、华南、华北和华中五大区。\n\n据报道,优选事业部成员主要由快驴、买菜、外卖、酒旅等美团各大事业部精英团队组成。其中,约60%为买菜事业部成员直接转岗到优选事业部。3个月,100人的团队迅速扩增到3000多人的规模。\n\n美团和滴滴举全公司之力来打社区团购这场仗也并不难理解。\n对于程维和滴滴来说,蛰伏期间虽然守住了主营的打车业务,但这两年也绝非岁月静好。4亿月活、日订单5000万的网约车巨头估值一路走跌,多次被传上市均无下文,甚至还一度传出了被美团收购的传闻。今年被疫情激活的社区团购盘子足够大,而且没有头部玩家,无疑是程维翻盘最好的跳板。\n\n对于王兴和美团而言,从千团大战、饿了么,再到支付宝、盒马,对手的围追堵截从未停止,社区团购也有机会让美团敲开实物电商的大门,直击对手腹地。孙猴子能不能修炼成“斗战胜佛”,也全靠社区团购这最后一仗。\n\n所以,最终是美团扩大优势,赢家通吃?还是滴滴重新逆天改命,重新书写格局?只有到社区团购这场仗落幕的时候才知道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395634411,"gmtCreate":1607646688733,"gmtModify":1703849243958,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"htmlText":"<a 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</a>美股的要分股么?","text":"$03690.SPO(03690.SPO)$ 美股的要分股么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628380641","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312229143,"gmtCreate":1612155173782,"gmtModify":1703758020751,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"htmlText":"感觉打新中不了了","listText":"感觉打新中不了了","text":"感觉打新中不了了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312229143","repostId":"2108220850","repostType":4,"isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310849512,"gmtCreate":1611311969436,"gmtModify":1703749617741,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"htmlText":"厉害了,不过不知道数据的可靠性","listText":"厉害了,不过不知道数据的可靠性","text":"厉害了,不过不知道数据的可靠性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310849512","repostId":"2105450678","repostType":2,"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331096831,"gmtCreate":1609384405423,"gmtModify":1703739118642,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"htmlText":"<a 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