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问点不该问的

11-29

$美团ADR(MPNGY)$ 有人看的懂不？利好出尽？这财报就算跌也没理由暴跌吧，这么高的毛利率

问点不该问的

2023-10-12

$京东(JD)$ 这是受啥刺激了？

问点不该问的

2023-10-12

$京东物流(02618)$ 完了看多的占比太高，要跌了

问点不该问的

2023-10-10

$京东物流(02618)$ 我觉得10月9号那一波开盘下跌，感觉是做空的心态有点出问题了。抓紧股票即使亏死也不让做空的赚钱，拿好筹码。准备加仓

问点不该问的

2023-02-21

京东物流会不会把钱赚了？

芒格担忧应验：京东大搞百亿补贴

问点不该问的

2021-05-20

$腾讯控股ADR(TCEHY)$看不懂，业绩尚可怎么跌那么多。腾讯海外还有很大的市场啊，也不至于没有发展空间，为什么

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我觉得10月9号那一波开盘下跌，感觉是做空的心态有点出问题了。抓紧股票即使亏死也不让做空的赚钱，拿好筹码。准备加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/228982426697816","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624936793,"gmtCreate":1676990323713,"gmtModify":1676990478801,"author":{"id":"3484572253259234","authorId":"3484572253259234","name":"问点不该问的","avatar":"https://static.tigerbbs.com/8932e0f61fd4ab0163be5738a53b7f44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484572253259234","authorIdStr":"3484572253259234"},"themes":[],"htmlText":"京东物流会不会把钱赚了？","listText":"京东物流会不会把钱赚了？","text":"京东物流会不会把钱赚了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624936793","repostId":"2313702992","repostType":2,"repost":{"id":"2313702992","kind":"highlight","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈。","home_visible":1,"media_name":"丫丫港股圈","id":"34","head_image":"https://static.tigerbbs.com/4f7fb70656354008b8dc51008d01a3f5"},"pubTimestamp":1676978881,"share":"https://www.laohu8.com/m/news/2313702992?lang=&edition=full","pubTime":"2023-02-21 19:28","market":"hk","language":"zh","title":"芒格担忧应验：京东大搞百亿补贴","url":"https://stock-news.laohu8.com/highlight/detail?id=2313702992","media":"丫丫港股圈","summary":"2月21日，据知情人士称，京东计划在3月8日推出100亿元人民币的补贴活动。值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有","content":"<html><head></head><body><p>2月21日，据知情人士称，<a href=\"https://laohu8.com/S/JD\">京东</a>计划在3月8日推出100亿元人民币的补贴活动。</p><p>值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有一级入口。即意味着以前购物节才会出现的大促销活动，改为长时间的促销模式。同时，受益补贴的商家增多，补贴活动将涵盖京东的自营网店和第三方在京东平台上设立的网店。</p><p>京东商家中心宣布了“买贵双倍赔”的新规则，对标于<a href=\"https://laohu8.com/S/PDD\">拼多多</a>百亿补贴和天猫。</p><p>规则指出，买贵双倍赔服务指消费者购买标有此服务标识的商品后，若其订单实付金额高于特定平台上同款商品的价格，消费者可在下单当天凭有效凭证申请与订单实付金额双倍差额的补偿。</p><p>京东表示，特定平台是指拼多多百亿补贴、天猫(含网站、APP、微信公众号、微信商城及小程字等)。而买贵双倍赔赔付金额=(消费者订单实付金额-特定平台上消费者购买同款商品时订单实付金额) x2。</p><p><b>京东版的百亿补贴将对标拼多多，但从今日市场对京东的反映来看，是有所担忧的。一是担忧在目前的宏观环境下，烧钱竞争的风险加大，且与公司降本增效的策略不符。二是更直接的一点，在长时间的烧钱促销下，京东版百亿补贴能否胜过拼多多？</b></p><p>受京东版百亿补贴消息影响，京东股价今日大跌8%。值得注意的是，近期众多外资机构大幅加仓了京东，现在京东的发展因素有所改变，是否会改变外资对京东的看法？</p><p><img src=\"https://static.tigerbbs.com/f789fbcee0db38dee649254cb92cef13\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>在过去的2022年，全球宏观经济不佳，消费降级的趋势下，吸引了没接触过拼多多或少在拼多多购物的用户，更改变了部分用户对拼多多的看法。</p><p>在以往，没接触过拼多多的用户会考虑是否有假货的问题，或是顾虑拼多多服务不及其他电商平台。但在拼多多将假货问题逐渐解决后，在去年消费降级趋势下，正品又低价更加吸引消费者，这点在拼多多的消费电子销售上较为明显。</p><p>在消费电子下行周期中，整体行业需求即在下滑，夹杂着拼多多的百亿补贴，这使得京东竞争压力越来越大。若在不考虑价格的情况下，京东的购物体验比拼多多好，但对于消费者来说，更低的价格会是更吸引的。</p><p>在拼多多带来的价格战面前，刘强东在去年双11期间给京东管理层发送了一封内部邮件。</p><p>刘强东在邮件中表示，“目前我们的零售业务经营文化在逐渐丧失，随着我们的3c家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注我们的低价优势，这样下去早晚会成为第二个苏宁！”。</p><p>刘强东还在信中强调了“你们零售应该每年都要举办数场零售文化和经营理念培训会，绝不能成为了第一就忘记了低价是我们过去成功最重要的武器，以后也是唯一基础性武器。”</p><p><b>刘强东在内部信中批判了京东零售高管的经营战略，在电商平台争夺用户心智中，低价策略往往是最得人心的。但目前京东平台的价格体系已丧失竞争优势，让消费者认为京东的东西越来越贵，而其他平台的却越来越便宜，且网购体验上也在提升。这导致用户在逐渐流失，驱使着用户转投到其他网购平台。</b></p><p><b>目前不知京东版的百亿补贴有多大的力度，若优惠力度超过拼多多，会是消费者一轮受益的过程。</b></p><p><b>结语</b></p><p>整体而言，在近两年间，宏观经济陷入低迷，京东却无与宏观经济共进退的运营策略，这让京东已丢失掉一部分用户，但现在来打响价格战，可能已经晚了一些，这是一个短期难以见效，且伤利润端的决策。</p><p>尤其是拼多多在二三线城市铺好路，用户心智培养出来后，京东再来入局竞争，若京东价格优势不是很大的话，二三线市场是难以争夺的。</p><p>而拼多多在一线城市也逐渐种下低价买大牌的心智，虽说京东服务好于拼多多，但低价买好货永远是零售商最吸引消费者的必杀技。</p><p><span style=\"color:rgba(117,39,33,1);\"><b>值得思考的是，芒格在近期表示，他被阿里在互联网上的地位迷住了，却没考虑到阿里仍是零售行业，且面临着激烈的竞争，阿里是互联网上每一个人的竞争对手，这不是个可以轻松搞定的事情。</b></span></p><p>芒格已对互联网平台的看法有所转变，芒格这段话也表露出国内电商到底有多卷，而电商平台的估值，是否也有所改变？</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>芒格担忧应验：京东大搞百亿补贴</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芒格担忧应验：京东大搞百亿补贴\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/34\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4f7fb70656354008b8dc51008d01a3f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2023-02-21 19:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月21日，据知情人士称，<a href=\"https://laohu8.com/S/JD\">京东</a>计划在3月8日推出100亿元人民币的补贴活动。</p><p>值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有一级入口。即意味着以前购物节才会出现的大促销活动，改为长时间的促销模式。同时，受益补贴的商家增多，补贴活动将涵盖京东的自营网店和第三方在京东平台上设立的网店。</p><p>京东商家中心宣布了“买贵双倍赔”的新规则，对标于<a href=\"https://laohu8.com/S/PDD\">拼多多</a>百亿补贴和天猫。</p><p>规则指出，买贵双倍赔服务指消费者购买标有此服务标识的商品后，若其订单实付金额高于特定平台上同款商品的价格，消费者可在下单当天凭有效凭证申请与订单实付金额双倍差额的补偿。</p><p>京东表示，特定平台是指拼多多百亿补贴、天猫(含网站、APP、微信公众号、微信商城及小程字等)。而买贵双倍赔赔付金额=(消费者订单实付金额-特定平台上消费者购买同款商品时订单实付金额) x2。</p><p><b>京东版的百亿补贴将对标拼多多，但从今日市场对京东的反映来看，是有所担忧的。一是担忧在目前的宏观环境下，烧钱竞争的风险加大，且与公司降本增效的策略不符。二是更直接的一点，在长时间的烧钱促销下，京东版百亿补贴能否胜过拼多多？</b></p><p>受京东版百亿补贴消息影响，京东股价今日大跌8%。值得注意的是，近期众多外资机构大幅加仓了京东，现在京东的发展因素有所改变，是否会改变外资对京东的看法？</p><p><img src=\"https://static.tigerbbs.com/f789fbcee0db38dee649254cb92cef13\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>在过去的2022年，全球宏观经济不佳，消费降级的趋势下，吸引了没接触过拼多多或少在拼多多购物的用户，更改变了部分用户对拼多多的看法。</p><p>在以往，没接触过拼多多的用户会考虑是否有假货的问题，或是顾虑拼多多服务不及其他电商平台。但在拼多多将假货问题逐渐解决后，在去年消费降级趋势下，正品又低价更加吸引消费者，这点在拼多多的消费电子销售上较为明显。</p><p>在消费电子下行周期中，整体行业需求即在下滑，夹杂着拼多多的百亿补贴，这使得京东竞争压力越来越大。若在不考虑价格的情况下，京东的购物体验比拼多多好，但对于消费者来说，更低的价格会是更吸引的。</p><p>在拼多多带来的价格战面前，刘强东在去年双11期间给京东管理层发送了一封内部邮件。</p><p>刘强东在邮件中表示，“目前我们的零售业务经营文化在逐渐丧失，随着我们的3c家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注我们的低价优势，这样下去早晚会成为第二个苏宁！”。</p><p>刘强东还在信中强调了“你们零售应该每年都要举办数场零售文化和经营理念培训会，绝不能成为了第一就忘记了低价是我们过去成功最重要的武器，以后也是唯一基础性武器。”</p><p><b>刘强东在内部信中批判了京东零售高管的经营战略，在电商平台争夺用户心智中，低价策略往往是最得人心的。但目前京东平台的价格体系已丧失竞争优势，让消费者认为京东的东西越来越贵，而其他平台的却越来越便宜，且网购体验上也在提升。这导致用户在逐渐流失，驱使着用户转投到其他网购平台。</b></p><p><b>目前不知京东版的百亿补贴有多大的力度，若优惠力度超过拼多多，会是消费者一轮受益的过程。</b></p><p><b>结语</b></p><p>整体而言，在近两年间，宏观经济陷入低迷，京东却无与宏观经济共进退的运营策略，这让京东已丢失掉一部分用户，但现在来打响价格战，可能已经晚了一些，这是一个短期难以见效，且伤利润端的决策。</p><p>尤其是拼多多在二三线城市铺好路，用户心智培养出来后，京东再来入局竞争，若京东价格优势不是很大的话，二三线市场是难以争夺的。</p><p>而拼多多在一线城市也逐渐种下低价买大牌的心智，虽说京东服务好于拼多多，但低价买好货永远是零售商最吸引消费者的必杀技。</p><p><span style=\"color:rgba(117,39,33,1);\"><b>值得思考的是，芒格在近期表示，他被阿里在互联网上的地位迷住了，却没考虑到阿里仍是零售行业，且面临着激烈的竞争，阿里是互联网上每一个人的竞争对手，这不是个可以轻松搞定的事情。</b></span></p><p>芒格已对互联网平台的看法有所转变，芒格这段话也表露出国内电商到底有多卷，而电商平台的估值，是否也有所改变？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3943713662845b492791ee924661e81d","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313702992","content_text":"2月21日，据知情人士称，京东计划在3月8日推出100亿元人民币的补贴活动。值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有一级入口。即意味着以前购物节才会出现的大促销活动，改为长时间的促销模式。同时，受益补贴的商家增多，补贴活动将涵盖京东的自营网店和第三方在京东平台上设立的网店。京东商家中心宣布了“买贵双倍赔”的新规则，对标于拼多多百亿补贴和天猫。规则指出，买贵双倍赔服务指消费者购买标有此服务标识的商品后，若其订单实付金额高于特定平台上同款商品的价格，消费者可在下单当天凭有效凭证申请与订单实付金额双倍差额的补偿。京东表示，特定平台是指拼多多百亿补贴、天猫(含网站、APP、微信公众号、微信商城及小程字等)。而买贵双倍赔赔付金额=(消费者订单实付金额-特定平台上消费者购买同款商品时订单实付金额) x2。京东版的百亿补贴将对标拼多多，但从今日市场对京东的反映来看，是有所担忧的。一是担忧在目前的宏观环境下，烧钱竞争的风险加大，且与公司降本增效的策略不符。二是更直接的一点，在长时间的烧钱促销下，京东版百亿补贴能否胜过拼多多？受京东版百亿补贴消息影响，京东股价今日大跌8%。值得注意的是，近期众多外资机构大幅加仓了京东，现在京东的发展因素有所改变，是否会改变外资对京东的看法？在过去的2022年，全球宏观经济不佳，消费降级的趋势下，吸引了没接触过拼多多或少在拼多多购物的用户，更改变了部分用户对拼多多的看法。在以往，没接触过拼多多的用户会考虑是否有假货的问题，或是顾虑拼多多服务不及其他电商平台。但在拼多多将假货问题逐渐解决后，在去年消费降级趋势下，正品又低价更加吸引消费者，这点在拼多多的消费电子销售上较为明显。在消费电子下行周期中，整体行业需求即在下滑，夹杂着拼多多的百亿补贴，这使得京东竞争压力越来越大。若在不考虑价格的情况下，京东的购物体验比拼多多好，但对于消费者来说，更低的价格会是更吸引的。在拼多多带来的价格战面前，刘强东在去年双11期间给京东管理层发送了一封内部邮件。刘强东在邮件中表示，“目前我们的零售业务经营文化在逐渐丧失，随着我们的3c家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注我们的低价优势，这样下去早晚会成为第二个苏宁！”。刘强东还在信中强调了“你们零售应该每年都要举办数场零售文化和经营理念培训会，绝不能成为了第一就忘记了低价是我们过去成功最重要的武器，以后也是唯一基础性武器。”刘强东在内部信中批判了京东零售高管的经营战略，在电商平台争夺用户心智中，低价策略往往是最得人心的。但目前京东平台的价格体系已丧失竞争优势，让消费者认为京东的东西越来越贵，而其他平台的却越来越便宜，且网购体验上也在提升。这导致用户在逐渐流失，驱使着用户转投到其他网购平台。目前不知京东版的百亿补贴有多大的力度，若优惠力度超过拼多多，会是消费者一轮受益的过程。结语整体而言，在近两年间，宏观经济陷入低迷，京东却无与宏观经济共进退的运营策略，这让京东已丢失掉一部分用户，但现在来打响价格战，可能已经晚了一些，这是一个短期难以见效，且伤利润端的决策。尤其是拼多多在二三线城市铺好路，用户心智培养出来后，京东再来入局竞争，若京东价格优势不是很大的话，二三线市场是难以争夺的。而拼多多在一线城市也逐渐种下低价买大牌的心智，虽说京东服务好于拼多多，但低价买好货永远是零售商最吸引消费者的必杀技。值得思考的是，芒格在近期表示，他被阿里在互联网上的地位迷住了，却没考虑到阿里仍是零售行业，且面临着激烈的竞争，阿里是互联网上每一个人的竞争对手，这不是个可以轻松搞定的事情。芒格已对互联网平台的看法有所转变，芒格这段话也表露出国内电商到底有多卷，而电商平台的估值，是否也有所改变？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130800025,"gmtCreate":1621521292667,"gmtModify":1621521292667,"author":{"id":"3484572253259234","authorId":"3484572253259234","name":"问点不该问的","avatar":"https://static.tigerbbs.com/8932e0f61fd4ab0163be5738a53b7f44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484572253259234","authorIdStr":"3484572253259234"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>看不懂，业绩尚可怎么跌那么多。腾讯海外还有很大的市场啊，也不至于没有发展空间，为什么","text":"$腾讯控股ADR(TCEHY)$看不懂，业绩尚可怎么跌那么多。腾讯海外还有很大的市场啊，也不至于没有发展空间，为什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/130800025","isVote":1,"tweetType":1,"viewCount":2458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532132223347993","authorId":"3532132223347993","name":"浴缸潜水员","avatar":"https://static.tigerbbs.com/b4d01d6abe944b89aee8c87b329e931f","crmLevel":2,"crmLevelSwitch":1,"idStr":"3532132223347993","authorIdStr":"3532132223347993"},"content":"因为大多数人都猜对，所以就是错。","text":"因为大多数人都猜对，所以就是错。","html":"因为大多数人都猜对，所以就是错。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":229790592229440,"gmtCreate":1697119928970,"gmtModify":1697119930032,"author":{"id":"3484572253259234","authorId":"3484572253259234","name":"问点不该问的","avatar":"https://static.tigerbbs.com/8932e0f61fd4ab0163be5738a53b7f44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484572253259234","authorIdStr":"3484572253259234"},"themes":[],"htmlText":"<a 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