超超boy的个人主页 - 老虎社区

超超boy

暂无个人介绍

IP属地：未知

72关注

5粉丝

1主题

0勋章

2021-07-08

$贝壳(BEKE)$转折？？？

2021-07-08

$腾讯音乐(TME)$退市吧，太垃圾了

2021-07-08

$腾讯音乐(TME)$垃圾股

2021-07-07

$贝壳(BEKE)$交易不了？？

2021-07-06

$滴滴(DIDI)$还有下跌的空间

2021-07-06

$富途控股(FUTU)$给个机会啊

2021-03-24

废话太多

年报由盈转亏！三驾马车难救阅文？

2021-03-24

现在是不管什么消息，都是利空[捂脸]

抱歉，原内容已删除

2021-03-23

$阅文集团(00772)$今天财报？

2021-02-18

额，啥也没说啊

抖音抢走了拼多多的支付“核按钮”

2021-02-18

$阅文集团(00772)$给机会，加点仓

2021-02-16

$阅文集团(00772)$一直很喜欢的一只股

2021-02-05

$快手-W(01024)$庄家呢，好意思说自己是庄家么，短视频第一股啊，就虚了么，往上拉啊！

2021-02-05

$快手-W(01024)$还以为你能上400

2021-01-27

$AMD(AMD)$加仓了[笑哭] [笑哭] [笑哭] 你跌多点，再加

2021-01-27

$中国有赞(08083)$快手上市影响这么大么

2021-01-19

$阿里巴巴(BABA)$你看看拼多多

2020-12-14

$Yalla Group(YALA)$这股真刺激

2020-12-08

$哔哩哔哩(BILI)$漂亮

2020-11-20

$有道(DAO)$预期翻倍，长线持有

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3485478007035143,"uuid":"3485478007035143","gmtCreate":1534299788061,"gmtModify":1534299788061,"name":"超超boy","pinyin":"ccboychaochaoboy","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":72,"tweetSize":192,"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":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":20,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.92%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"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":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.37%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":143988423,"gmtCreate":1625755704462,"gmtModify":1625755704462,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>转折？？？","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>转折？？？","text":"$贝壳(BEKE)$转折？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143988423","isVote":1,"tweetType":1,"viewCount":1376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149045951,"gmtCreate":1625698376773,"gmtModify":1625709129190,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>退市吧，太垃圾了","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>退市吧，太垃圾了","text":"$腾讯音乐(TME)$退市吧，太垃圾了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149045951","isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149051805,"gmtCreate":1625697318207,"gmtModify":1625709129179,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>垃圾股","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>垃圾股","text":"$腾讯音乐(TME)$垃圾股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149051805","isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140540286,"gmtCreate":1625667040945,"gmtModify":1625667040945,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>交易不了？？","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>交易不了？？","text":"$贝壳(BEKE)$交易不了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140540286","isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157248798,"gmtCreate":1625585245914,"gmtModify":1625585245914,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>还有下跌的空间","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>还有下跌的空间","text":"$滴滴(DIDI)$还有下跌的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157248798","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157226333,"gmtCreate":1625584477122,"gmtModify":1625584477122,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>给个机会啊","listText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>给个机会啊","text":"$富途控股(FUTU)$给个机会啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157226333","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351304028,"gmtCreate":1616559970764,"gmtModify":1616559970764,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"废话太多","listText":"废话太多","text":"废话太多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351304028","repostId":"2121252435","repostType":4,"repost":{"id":"2121252435","pubTimestamp":1616556927,"share":"https://www.laohu8.com/m/news/2121252435?lang=&edition=full","pubTime":"2021-03-24 11:35","market":"hk","language":"zh","title":"年报由盈转亏！三驾马车难救阅文？","url":"https://stock-news.laohu8.com/highlight/detail?id=2121252435","media":"北京商报","summary":"业绩同比由盈转亏3月23日，阅文集团正式发布截至2020年12月31日的年度业绩。报告期内，阅文集团共实现收入85.26亿元，同比增长2.1%，环比上半年则增长61.5%。然而，收入上的增长以及2020年下半年公司经营情况出现的明显提升，却未能让阅文集团全年保持盈利，而是同比由盈转亏，公司权益持有人应占亏损达到了44.84亿元。","content":"<div>\n<p>对于阅文集团而言，2020年过得并不轻松，不仅从年初起便接连经历换帅、“合同风波”的爆发，也曾在半年报中直言免费阅读业务未达预期，与新丽传媒的整合未能充分产生协同效应，而3月23日公布的2020年度业绩，同比由盈转亏、亏损44.84亿元的数据再次令该公司蒙上一层阴影。现阶段，阅文集团也开始了加速跑，对平台和内容进行优化，还与腾讯、新丽传媒加强了业务上的耦合，试图通过三驾马车来挖掘IP价值，这是否让...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000vne3.html\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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>年报由盈转亏！三驾马车难救阅文？</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年报由盈转亏！三驾马车难救阅文？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 11:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000vne3.html><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于阅文集团而言，2020年过得并不轻松，不仅从年初起便接连经历换帅、“合同风波”的爆发，也曾在半年报中直言免费阅读业务未达预期，与新丽传媒的整合未能充分产生协同效应，而3月23日公布的2020年度业绩，同比由盈转亏、亏损44.84亿元的数据再次令该公司蒙上一层阴影。现阶段，阅文集团也开始了加速跑，对平台和内容进行优化，还与腾讯、新丽传媒加强了业务上的耦合，试图通过三驾马车来挖掘IP价值，这是否让...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000vne3.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcabf75ca25b5c2a5767c559e42702f8","relate_stocks":{"00772":"阅文集团","TCEHY":"腾讯控股ADR","01981":"华夏控股","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000vne3.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121252435","content_text":"对于阅文集团而言，2020年过得并不轻松，不仅从年初起便接连经历换帅、“合同风波”的爆发，也曾在半年报中直言免费阅读业务未达预期，与新丽传媒的整合未能充分产生协同效应，而3月23日公布的2020年度业绩，同比由盈转亏、亏损44.84亿元的数据再次令该公司蒙上一层阴影。现阶段，阅文集团也开始了加速跑，对平台和内容进行优化，还与腾讯、新丽传媒加强了业务上的耦合，试图通过三驾马车来挖掘IP价值，这是否让阅文集团找到了破局之道？业绩同比由盈转亏3月23日，阅文集团正式发布截至2020年12月31日的年度业绩。报告期内，阅文集团共实现收入85.26亿元，同比增长2.1%，环比上半年则增长61.5%。其中，阅文集团的在线业务收入实现49.3亿元，同比增长32.9%；版权运营及其他收入则为35.9亿元，较上半年的27.3亿元环比增长280%。阅文集团首席执行官程武表示，“阅文集团在2020年面临了多重挑战，其中既有新冠疫情和市场竞争的外部因素，更有来自内部的重要原因，例如IP运营体系和各业务融合的缺乏。针对上述挑战，我们制定了以‘内容、平台、生态系统升级再造’为核心的发展方针，使公司业绩在下半年实现了反转”。然而，收入上的增长以及2020年下半年公司经营情况出现的明显提升，却未能让阅文集团全年保持盈利，而是同比由盈转亏，公司权益持有人应占亏损达到了44.84亿元。阅文集团2020年出现业绩亏损其实也在不少人的预料之中。去年8月，阅文集团曾公布2020年半年报，与此前一直保持盈利不同，该报告期内，阅文集团出现了上市以来的首亏，且净亏损达33.1亿元。阅文集团方面表示，亏损的主要原因是新丽传媒2020年上半年收入及经营业绩未达预期，受此影响，叠加其录得商誉及商标权减值拨备44.1亿元。而阅文集团2020年全年亏损的原因，仍与新丽传媒有密不可分的关系，据公告显示，首先是收购新丽传媒的商誉及商标权的减值拨备分别为40.159亿元（6.155亿美元）及3.898亿元（5970万美元）；同时，2020年修改新丽传媒的获利计酬机制导致的公允价值亏损净额6.046亿元（9270万美元），此外，公司对若干被投资公司的长期投资减值拨备2.52亿元（3860万美元）。波动的一年毋庸置疑，2020年对于阅文集团而言，是波动的一年。2020年4月，阅文集团高调换帅，腾讯集团副总裁、腾讯影业首席执行官程武担任阅文集团首席执行官，腾讯平台与内容事业群副总裁侯晓楠出任阅文集团总裁和执行董事，而该公司的“元老”吴文辉及其他部分高管团队成员则辞任管理职务。高调换帅一事尚未平息，紧接着，阅文集团的“合同风波”瞬间爆发，并连带引发了“5·5断更节”等一系列网文作者对阅文集团发起的抵制事件，令该公司处于舆论的风口浪尖。而阅文集团的2020年半年报，则在诸多风波发生之后直接将阅文集团相关业务面临的挑战展现在众人面前，“我们的核心在线阅读业务面临挑战。同时，免费阅读业务未能达到我们的预期。IP业务方面，与新丽传媒的整合未能充分产生协同效应。我们还缺乏一种机制和自上而下的规划来推动构建以IP为中心的内容和运营策略，从而促进横跨各个内容形态的开发制作最大化IP的生命周期价值”。影视传媒行业分析师曾荣表示，阅文集团虽然在市场中占有不小的份额，但无论是在线阅读业务还是版权运营业务，都承受着来自市场的压力，如造成亏损主要原因的新丽传媒商誉减值，与影视剧发展环境正存在较大挑战有关，令影视业务增添了不少未知风险，也加大了IP转化成功率方面的挑战。此外，更多在线阅读产品以及已形成一定影响力的免费阅读产品的出现，无疑也会抢走流量。面对发展中的挑战，阅文集团也尝试在过去的一年进行破局。据阅文集团方面透露，新管理层先后推动成立“阅文动漫-腾讯动漫联合委员会”和“阅文影视-新丽传媒-腾讯影业影视联合委员会”，还建立了以IP为核心的业务中台，包含作家服务、IP筛选规划、生态联动三大职能板块，覆盖IP推广、筛选、规划、增值服务、开发联动各个环节，对IP实行“先规划、再开发”。从中可以看出，阅文集团将不少重要砝码押在了IP上。加码IP生态效果几何随着2020年度业绩数据的发布，现阶段，程武也对外透露了阅文集团的发展方向，并称，“我们将以在线阅读为基础，构建以IP为核心的生产方式，让IP培育与开发成为业务发展的新的驱动力”。据阅文集团公布的数据，截至2020年，该公司月活跃用户数为2.3亿，同比增长4.2%。此外，阅文集团内的作家数量已超过900万，作品总数则超过1390万，2020年全年新增字数达到460亿。在业内人士看来，IP的跨界衍生确实能够实现更大的市场价值，且阅文集团拥有较为丰富的内容储备和与其他平台联动的渠道、资源，但在具体操作过程中，也仍存在着挑战。新元文智创始人刘德良认为，目前阅文集团的IP生产链条已经基本成型，众多作品从网络文学延伸至影视、动漫、游戏以及文创产品等领域，但目前来看，主要面临的挑战一方面是精品优质IP的储备数量仍有待增加，另一方面则是IP转化成功率需要进行提升，“阅文集团的作品总量较大，但具体到精品IP上，仍会显得略有不足，而这也将会影响到后续IP转化成功率，毕竟若想实现成功转化，IP作为源头必须保证质量，同时在转化的各个环节中，也需要精益求精”。在2021年，阅文集团已通过《赘婿》《斗罗大陆》等影视作品，并与动画、游戏的联动来加码IP生态循环的推进。在刘德良看来，“阅文集团后续仍需强化IP运营能力，不仅要准确把握市场需求，同时也要经过各环节的精细布局提升IP改编转化的成功率，此外，整体运营上也要提高效率，这也将帮助阅文集团降低成本” 。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351305697,"gmtCreate":1616559887919,"gmtModify":1616559887919,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"现在是不管什么消息，都是利空[捂脸]&nbsp;","listText":"现在是不管什么消息，都是利空[捂脸]&nbsp;","text":"现在是不管什么消息，都是利空[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351305697","repostId":"1145184494","repostType":4,"isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353157549,"gmtCreate":1616473512181,"gmtModify":1616473512181,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a>今天财报？","listText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a>今天财报？","text":"$阅文集团(00772)$今天财报？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353157549","isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384879952,"gmtCreate":1613642283176,"gmtModify":1613642283176,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"额，啥也没说啊","listText":"额，啥也没说啊","text":"额，啥也没说啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384879952","repostId":"2112386864","repostType":4,"repost":{"id":"2112386864","pubTimestamp":1613641101,"share":"https://www.laohu8.com/m/news/2112386864?lang=&edition=full","pubTime":"2021-02-18 17:38","market":"us","language":"zh","title":"抖音抢走了拼多多的支付“核按钮”","url":"https://stock-news.laohu8.com/highlight/detail?id=2112386864","media":"字母榜","summary":"支付宝和微信支付双雄并峙，并不意味着支付市场上缺乏竞争——争夺移动支付第三名的发令枪在2020年就已打响，而决出雌雄的关键时刻已经到来，那就是近在眼前的2021年春节。\n这场竞争的参与者壁垒分明：一类","content":"<p>支付宝和微信支付双雄并峙，并不意味着支付市场上缺乏竞争——争夺移动支付第三名的发令枪在2020年就已打响，而决出雌雄的关键时刻已经到来，那就是近在眼前的2021年春节。</p>\n<p>这场竞争的参与者壁垒分明：一类是交易型公司，如美团、滴滴、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、携程；另一类是内容型公司，如字节跳动、快手、B站。</p>\n<p><img src=\"https://static.tigerbbs.com/6ed0e3298b034dd699d5def5247aa2e4\" tg-width=\"672\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p>\n<p>交易型公司布局支付业务的原因和路径清晰可见，一位支付行业资深产品人士向字母榜总结，互联网公司自己做支付无非这几个原因：1、中长期看，省下一笔渠道费用；2、支付交易数据可在自身体系内消化，不会外传；3、稳定性、协同效率都可控；4、可向不具备支付能力的企业输出商业化能力，并获取它们的交易数据；5、发展利润率更高的借贷等金融业务。</p>\n<p>内容型公司布局支付业务的原因则要隔上一层，内容公司们首先要完成沉淀大量交易行为这一环。而能在内容产品上发生的交易行为大抵是直播打赏、电商、本地生活，以及各家渴求的建立于社交关系链之上的社交红包。</p>\n<p>一个时代大趋势是，内容公司与交易公司正互相靠近：除滴滴外，几乎所有大型平台级互联网产品都有短视频、直播形态的内容型产品；内容公司为实现商业企图，也在纷纷布局电商、乃至本地生活等交易型业务。</p>\n<p>支付，是一个商业闭环的基础性工具，是搭建大型商业链条的开始；但支付业务的成功，则代表着一套商业链条的最终形成。比起内容公司为什么要做支付，观察它们是如何一步步搭建在支付之上的、各类商业场景的繁荣更为重要。</p>\n<p>虽然在现阶段，这个梦想看上去遥不可及。去年抖音和快手电商GMV加起来在5000亿元左右，本地生活业务刚刚起步。但它们的优势是，在已经进行到下半场的移动互联网，拥有足够高的日活和足够长的用户使用时长。</p>\n<p>事实上，移动支付新势力距离养成足够的实力，以向双雄发起挑战还需要相当长的时间，于是竞争在某种程度上等于，谁能率先出线，成为与大部队拉开差距的第三名。</p>\n<p>移动支付新势力们各有优势：滴滴、美团具有强交易场景，但日活相比抖音、快手等内容平台，要差上一截；抖音、快手等内容平台做支付的优势是日活和用户使用时长，却缺少强交易场景。</p>\n<p>乍看上去，由于移动支付新势力中的滴滴、美团、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、快手都属<a href=\"https://laohu8.com/S/00700\">腾讯</a>系，此消彼长会影响微信支付的市场份额。</p>\n<p>但细细算来，以拼多多做多多钱包为例，根据艾瑞报告，2020年Q2，<a href=\"https://laohu8.com/S/CHL\">中国移动</a>支付市场规模交易规模为59.8万亿元，其中财付通占比38.8%，交易规模即为23.2万亿元，截至2020年6月30日的12个月期间内，拼多多GMV为12687亿元，即使多多钱包拿下所有拼多多的支付份额，对微信支付的影响也有限。</p>\n<p>另外必须提及的是，无论是滴滴、美团还是拼多多，它们的流量来源在一定程度上仰赖微信小程序，而微信小程序仅支持微信支付。</p>\n<p><img src=\"https://static.tigerbbs.com/15328195ee324d61bf22a70b24215eb6\" tg-width=\"1080\" tg-height=\"679\" referrerpolicy=\"no-referrer\"></p>\n<p>“目前的几家小巨头采用的慢渗透的方式，短期内看不到打破现有双寡头局面的能力。在市场已经有微信支付和支付宝的前提下，大家缺少的一环是，‘用户为什么要用你？’”长期关注社交、支付等行业的满格充电、商家帮创始人陈富军向字母榜分析。</p>\n<p>移动支付新势力们暂时还处于同一起跑线上——市场份额皆不足1%，而春晚就是被后来者视作可超车的那个弯道，它能使用户完成关键的一步，绑卡。</p>\n<p>这也正是拼多多红包要冠名春晚的原因之一，除了要继续扩大用户量，在年活跃消费用户数上赶超淘系外，推广宣传多多钱包也是重要目的。</p>\n<p>去年12月，多多钱包上线，与大多数支付账户需要输入银行卡号并进行数项复杂的操作不同，多多钱包输入手机号及验证码即可开通账号，并可享受随机立减或返现。</p>\n<p>在几家移动支付新势力中，拼多多是实力相对均衡的那个，月活用户数超6亿，且还在增长；拥有强交易场景；绑卡相当方便，但它错失春晚这个契机。</p>\n<p>“条件都准备好了，就只差按一下引发爆炸的按钮，春晚红包就是这个按钮。”陈富军向字母榜分析。</p>\n<p>1月26日，抖音取代拼多多成为2021年春晚独家红包互动合作伙伴，除夕当晚抖音将在春晚直播期间分出12亿元红包。而无论用户领到红包的下一步是打赏、购物还是直接提现，一定都需要完成绑卡动作。</p>\n<p>一位接近字节跳动人士告诉字母榜，抖音支付在春节的目标第一步就是绑卡，“先把绑卡量冲上去。”</p>\n<p>当然平台理想中的红包资金走向是，实现在自家渠道的内循环。春晚红包和各地发消费券是一个道理，发红包的目的不是为了让用户提现，而是实现资金的流动、甚至于带动更大规模的交易。</p>\n<p>“支付要成，关键环节是要让钱在自家渠道流动起来。”陈富军表示，“春晚红包，是一场<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>狂欢，相当于蝴蝶效应的诱发因素。使用得当，能用一倍的钱得到十倍百倍甚至千倍的效果，这是慢渗透的打法不能比的。微信在有支付宝的前提下，靠春晚红包奠定了基础。”</p>\n<p><img src=\"https://static.tigerbbs.com/359e8d8f38a846f6b2d510b7b856986a\" tg-width=\"578\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>\n<p>同是借由春晚出道的微信支付和<a href=\"https://laohu8.com/S/BIDU\">百度</a>支付代表了账户资金流动与否的两种结局，微信支付借由拥有社交关系链优势的微信红包实现了资金在用户账户内的流动，<a href=\"https://laohu8.com/S/BIDU\">百度</a>红包由于缺少社交关系链及交易场景，没能将百度支付推上移动支付第三名的宝座。</p>\n<p>“百度在春晚发红包，只完成了第一步——让大家认识你，所以他投了春晚红包，也是基本不可能成功的，条件还不成熟。”陈富军说。</p>\n<p>抖音也必须为自己找到更广阔而丰富的商业场景。上述支付行业资深产品人士表示，“支付这种太偏底层的产品，几乎没有脱离消费场景的站外流量。”</p>\n<p>陈富军认为，抖音的用户量和渗透率，是它的优势，且抖音有很多用户来自县镇，微信支付宝的根基在这些地方的根据不够稳固，是可以争取的地域，“但短板是钱流动的要素不够强。”</p>\n<p>正如上文提及的，内容平台的支付使用场景，无非直播、电商、本地生活，以及依赖社交关系链的社交红包。</p>\n<p>上述接近字节跳动人士告诉字母榜，今年春晚，抖音除了要冲绑卡量目标外，另外一个目的是做社交，大概率是通过社交红包、群聊等方式。</p>\n<p><img src=\"https://static.tigerbbs.com/4a860ac9df4c4719997d67dcb74b7097\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>抖音春晚互动方式介绍中提及了抖音在春节期间设置的部分活动：集灯笼、带爸妈拍全家福、云上相聚、拍视频拜年。从活动名称来看，集灯笼大概类似于支付宝的集五福；带爸妈拍全家福有可能是为继续拓展用户群体；云上相聚、拍视频拜年则更像是通过直播、短视频的方式进行社交互动。</p>\n<p>这些活动显然都有利于平台用户的社交关系链的沉淀，当然用社交带动支付只是目的之一，对字节跳动和抖音来说，做成社交本身，就已经实现了重要目的。</p>\n<p>与6年前微信支付借微信红包引爆不同的是，线上红包在当年还是新鲜事物，且微信拥有社交关系链，两个得以爆发的关键要素，抖音都不具备，用抖音互发红包，相当于是虎口夺食。</p>\n<p>使资金得以在自家渠道流动的另一因素——电商，也相当重要。</p>\n<p>先回到内容公司为什么要做支付业务这个话题。</p>\n<p>可以将支付业务的意义拆解为两个方面，其一，它是一个商业闭环的底层工具，不可或缺；其二，金融业务本身就是一个肉眼可见的高护城河与高毛利的商业模式——蚂蚁金服2017年至2019年的营收分别为654亿元、857亿元和1206亿元，2020年上半年毛利率达58.58%，互联网借贷已是被证明的极为优越的商业模式。</p>\n<p>从作为商业闭环的底层工具这重意义又可将内容公司做支付的原因继续拆解为：1、节省渠道费用；2、保护自家交易数据。</p>\n<p>去年7月，美团曾关闭支付宝付费渠道，王兴就曾在饭否上提及支付渠道的手续费问题，“淘宝为什么还不支持微信支付？微信支付的活跃用户数比支付宝多，手续费也比支付宝低。”</p>\n<p>拼多多目前向商家收取的千分之六的佣金实际就为要向微信支付缴纳的渠道费，拼多多财报显示，2019年，拼多多向第三方支付的渠道费用为3.4亿元，当年，拼多多GMV为10066亿元，以此计算，拼多多向第三方渠道缴纳的费用不足千分之六，但若自建支付渠道，即又可省下一笔渠道费用。</p>\n<p>上述支付行业资深产品人士告诉字母榜，渠道方是不用向银行付支付渠道费用的，但可能产生提供接口的合作费用。</p>\n<p><img src=\"https://static.tigerbbs.com/bb625490ba084bfe9d85fc001a5acb47\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>关于保护自家交易数据，上述接近字节跳动人士分析，“当交易链路和数据都在自家平台，算法推荐就可以更精准。”</p>\n<p>当内容平台配齐商业闭环的底层工具，也意味着，它们正同步搭建基于底层工具之上的商业场景，毕竟支付业务的成功必将是交易规模提升、商业繁荣的结果。</p>\n<p>陈富军认为，要做成支付需分成这样几个步骤：1、要让用户认识你是什么，植入自家支付钱包意识；2、让用户知道你的用途，即使用场景；3、触发用户的使用动机，即结合春晚这样的时机点，通过优惠或活动使用户产生交易需求。4.建立抖音支付特惠专区，让春晚红包用户尽可能的完成交易，比如一元专区，十元专区，特惠折扣等，“这四步解决了，才算整个支付链条的完成，让钱尽可能地流动起来。”</p>\n<p>可以将一个关于抖音电商业务的新闻联系起来。据新榜报道，近期，关于抖音电商的几个消息开始在行业群里流传：第一，逐步取消代理服务商返点；第二，品牌自播小店会有额外20%返点；第三，品牌年框门槛降低，年GMV3000万即可。</p>\n<p>后两条的目的无疑是为吸引品牌方入驻，为平台提供足够丰富的商品，另外，也是使抖音引流的交易留在自身平台内，而非流向淘宝等第三方平台。</p>\n<p>另外，在去年年底，巨量引擎发布了电商广告产品巨量千川，官方介绍是，巨量千川整合了DOU+、巨量鲁班及广告平台的电商广告能力，满足直播带货、短视频带货及品牌曝光的诉求，巨量千川之于抖音电商，也就是阿里妈妈之于淘宝。</p>\n<p>短期内，如抖音、快手、B站等内容型平台的重点依旧是完善自己的商业闭环，此前它们已经相继搭建完成了店铺、广告等电商基础设施，当支付工具配齐，搭建一个超级消费媒体的野心就已明晃晃地摆在台面上了。</p>","source":"ZMB","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>抖音抢走了拼多多的支付“核按钮”</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抖音抢走了拼多多的支付“核按钮”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-18 17:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/4EYTeckRK-6G84r-MgYpIg><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>支付宝和微信支付双雄并峙，并不意味着支付市场上缺乏竞争——争夺移动支付第三名的发令枪在2020年就已打响，而决出雌雄的关键时刻已经到来，那就是近在眼前的2021年春节。\n这场竞争的参与者壁垒分明：一类是交易型公司，如美团、滴滴、拼多多、携程；另一类是内容型公司，如字节跳动、快手、B站。\n\n交易型公司布局支付业务的原因和路径清晰可见，一位支付行业资深产品人士向字母榜总结，互联网公司自己做支付无非这...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/4EYTeckRK-6G84r-MgYpIg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a860ac9df4c4719997d67dcb74b7097","relate_stocks":{"PDD":"拼多多"},"source_url":"https://mp.weixin.qq.com/s/4EYTeckRK-6G84r-MgYpIg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2112386864","content_text":"支付宝和微信支付双雄并峙，并不意味着支付市场上缺乏竞争——争夺移动支付第三名的发令枪在2020年就已打响，而决出雌雄的关键时刻已经到来，那就是近在眼前的2021年春节。\n这场竞争的参与者壁垒分明：一类是交易型公司，如美团、滴滴、拼多多、携程；另一类是内容型公司，如字节跳动、快手、B站。\n\n交易型公司布局支付业务的原因和路径清晰可见，一位支付行业资深产品人士向字母榜总结，互联网公司自己做支付无非这几个原因：1、中长期看，省下一笔渠道费用；2、支付交易数据可在自身体系内消化，不会外传；3、稳定性、协同效率都可控；4、可向不具备支付能力的企业输出商业化能力，并获取它们的交易数据；5、发展利润率更高的借贷等金融业务。\n内容型公司布局支付业务的原因则要隔上一层，内容公司们首先要完成沉淀大量交易行为这一环。而能在内容产品上发生的交易行为大抵是直播打赏、电商、本地生活，以及各家渴求的建立于社交关系链之上的社交红包。\n一个时代大趋势是，内容公司与交易公司正互相靠近：除滴滴外，几乎所有大型平台级互联网产品都有短视频、直播形态的内容型产品；内容公司为实现商业企图，也在纷纷布局电商、乃至本地生活等交易型业务。\n支付，是一个商业闭环的基础性工具，是搭建大型商业链条的开始；但支付业务的成功，则代表着一套商业链条的最终形成。比起内容公司为什么要做支付，观察它们是如何一步步搭建在支付之上的、各类商业场景的繁荣更为重要。\n虽然在现阶段，这个梦想看上去遥不可及。去年抖音和快手电商GMV加起来在5000亿元左右，本地生活业务刚刚起步。但它们的优势是，在已经进行到下半场的移动互联网，拥有足够高的日活和足够长的用户使用时长。\n事实上，移动支付新势力距离养成足够的实力，以向双雄发起挑战还需要相当长的时间，于是竞争在某种程度上等于，谁能率先出线，成为与大部队拉开差距的第三名。\n移动支付新势力们各有优势：滴滴、美团具有强交易场景，但日活相比抖音、快手等内容平台，要差上一截；抖音、快手等内容平台做支付的优势是日活和用户使用时长，却缺少强交易场景。\n乍看上去，由于移动支付新势力中的滴滴、美团、拼多多、快手都属腾讯系，此消彼长会影响微信支付的市场份额。\n但细细算来，以拼多多做多多钱包为例，根据艾瑞报告，2020年Q2，中国移动支付市场规模交易规模为59.8万亿元，其中财付通占比38.8%，交易规模即为23.2万亿元，截至2020年6月30日的12个月期间内，拼多多GMV为12687亿元，即使多多钱包拿下所有拼多多的支付份额，对微信支付的影响也有限。\n另外必须提及的是，无论是滴滴、美团还是拼多多，它们的流量来源在一定程度上仰赖微信小程序，而微信小程序仅支持微信支付。\n\n“目前的几家小巨头采用的慢渗透的方式，短期内看不到打破现有双寡头局面的能力。在市场已经有微信支付和支付宝的前提下，大家缺少的一环是，‘用户为什么要用你？’”长期关注社交、支付等行业的满格充电、商家帮创始人陈富军向字母榜分析。\n移动支付新势力们暂时还处于同一起跑线上——市场份额皆不足1%，而春晚就是被后来者视作可超车的那个弯道，它能使用户完成关键的一步，绑卡。\n这也正是拼多多红包要冠名春晚的原因之一，除了要继续扩大用户量，在年活跃消费用户数上赶超淘系外，推广宣传多多钱包也是重要目的。\n去年12月，多多钱包上线，与大多数支付账户需要输入银行卡号并进行数项复杂的操作不同，多多钱包输入手机号及验证码即可开通账号，并可享受随机立减或返现。\n在几家移动支付新势力中，拼多多是实力相对均衡的那个，月活用户数超6亿，且还在增长；拥有强交易场景；绑卡相当方便，但它错失春晚这个契机。\n“条件都准备好了，就只差按一下引发爆炸的按钮，春晚红包就是这个按钮。”陈富军向字母榜分析。\n1月26日，抖音取代拼多多成为2021年春晚独家红包互动合作伙伴，除夕当晚抖音将在春晚直播期间分出12亿元红包。而无论用户领到红包的下一步是打赏、购物还是直接提现，一定都需要完成绑卡动作。\n一位接近字节跳动人士告诉字母榜，抖音支付在春节的目标第一步就是绑卡，“先把绑卡量冲上去。”\n当然平台理想中的红包资金走向是，实现在自家渠道的内循环。春晚红包和各地发消费券是一个道理，发红包的目的不是为了让用户提现，而是实现资金的流动、甚至于带动更大规模的交易。\n“支付要成，关键环节是要让钱在自家渠道流动起来。”陈富军表示，“春晚红包，是一场全民狂欢，相当于蝴蝶效应的诱发因素。使用得当，能用一倍的钱得到十倍百倍甚至千倍的效果，这是慢渗透的打法不能比的。微信在有支付宝的前提下，靠春晚红包奠定了基础。”\n\n同是借由春晚出道的微信支付和百度支付代表了账户资金流动与否的两种结局，微信支付借由拥有社交关系链优势的微信红包实现了资金在用户账户内的流动，百度红包由于缺少社交关系链及交易场景，没能将百度支付推上移动支付第三名的宝座。\n“百度在春晚发红包，只完成了第一步——让大家认识你，所以他投了春晚红包，也是基本不可能成功的，条件还不成熟。”陈富军说。\n抖音也必须为自己找到更广阔而丰富的商业场景。上述支付行业资深产品人士表示，“支付这种太偏底层的产品，几乎没有脱离消费场景的站外流量。”\n陈富军认为，抖音的用户量和渗透率，是它的优势，且抖音有很多用户来自县镇，微信支付宝的根基在这些地方的根据不够稳固，是可以争取的地域，“但短板是钱流动的要素不够强。”\n正如上文提及的，内容平台的支付使用场景，无非直播、电商、本地生活，以及依赖社交关系链的社交红包。\n上述接近字节跳动人士告诉字母榜，今年春晚，抖音除了要冲绑卡量目标外，另外一个目的是做社交，大概率是通过社交红包、群聊等方式。\n\n抖音春晚互动方式介绍中提及了抖音在春节期间设置的部分活动：集灯笼、带爸妈拍全家福、云上相聚、拍视频拜年。从活动名称来看，集灯笼大概类似于支付宝的集五福；带爸妈拍全家福有可能是为继续拓展用户群体；云上相聚、拍视频拜年则更像是通过直播、短视频的方式进行社交互动。\n这些活动显然都有利于平台用户的社交关系链的沉淀，当然用社交带动支付只是目的之一，对字节跳动和抖音来说，做成社交本身，就已经实现了重要目的。\n与6年前微信支付借微信红包引爆不同的是，线上红包在当年还是新鲜事物，且微信拥有社交关系链，两个得以爆发的关键要素，抖音都不具备，用抖音互发红包，相当于是虎口夺食。\n使资金得以在自家渠道流动的另一因素——电商，也相当重要。\n先回到内容公司为什么要做支付业务这个话题。\n可以将支付业务的意义拆解为两个方面，其一，它是一个商业闭环的底层工具，不可或缺；其二，金融业务本身就是一个肉眼可见的高护城河与高毛利的商业模式——蚂蚁金服2017年至2019年的营收分别为654亿元、857亿元和1206亿元，2020年上半年毛利率达58.58%，互联网借贷已是被证明的极为优越的商业模式。\n从作为商业闭环的底层工具这重意义又可将内容公司做支付的原因继续拆解为：1、节省渠道费用；2、保护自家交易数据。\n去年7月，美团曾关闭支付宝付费渠道，王兴就曾在饭否上提及支付渠道的手续费问题，“淘宝为什么还不支持微信支付？微信支付的活跃用户数比支付宝多，手续费也比支付宝低。”\n拼多多目前向商家收取的千分之六的佣金实际就为要向微信支付缴纳的渠道费，拼多多财报显示，2019年，拼多多向第三方支付的渠道费用为3.4亿元，当年，拼多多GMV为10066亿元，以此计算，拼多多向第三方渠道缴纳的费用不足千分之六，但若自建支付渠道，即又可省下一笔渠道费用。\n上述支付行业资深产品人士告诉字母榜，渠道方是不用向银行付支付渠道费用的，但可能产生提供接口的合作费用。\n\n关于保护自家交易数据，上述接近字节跳动人士分析，“当交易链路和数据都在自家平台，算法推荐就可以更精准。”\n当内容平台配齐商业闭环的底层工具，也意味着，它们正同步搭建基于底层工具之上的商业场景，毕竟支付业务的成功必将是交易规模提升、商业繁荣的结果。\n陈富军认为，要做成支付需分成这样几个步骤：1、要让用户认识你是什么，植入自家支付钱包意识；2、让用户知道你的用途，即使用场景；3、触发用户的使用动机，即结合春晚这样的时机点，通过优惠或活动使用户产生交易需求。4.建立抖音支付特惠专区，让春晚红包用户尽可能的完成交易，比如一元专区，十元专区，特惠折扣等，“这四步解决了，才算整个支付链条的完成，让钱尽可能地流动起来。”\n可以将一个关于抖音电商业务的新闻联系起来。据新榜报道，近期，关于抖音电商的几个消息开始在行业群里流传：第一，逐步取消代理服务商返点；第二，品牌自播小店会有额外20%返点；第三，品牌年框门槛降低，年GMV3000万即可。\n后两条的目的无疑是为吸引品牌方入驻，为平台提供足够丰富的商品，另外，也是使抖音引流的交易留在自身平台内，而非流向淘宝等第三方平台。\n另外，在去年年底，巨量引擎发布了电商广告产品巨量千川，官方介绍是，巨量千川整合了DOU+、巨量鲁班及广告平台的电商广告能力，满足直播带货、短视频带货及品牌曝光的诉求，巨量千川之于抖音电商，也就是阿里妈妈之于淘宝。\n短期内，如抖音、快手、B站等内容型平台的重点依旧是完善自己的商业闭环，此前它们已经相继搭建完成了店铺、广告等电商基础设施，当支付工具配齐，搭建一个超级消费媒体的野心就已明晃晃地摆在台面上了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384372517,"gmtCreate":1613620554239,"gmtModify":1613620554239,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a>给机会，加点仓","listText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a>给机会，加点仓","text":"$阅文集团(00772)$给机会，加点仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384372517","isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382614850,"gmtCreate":1613440983170,"gmtModify":1613440983170,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a>一直很喜欢的一只股","listText":"<a href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$</a>一直很喜欢的一只股","text":"$阅文集团(00772)$一直很喜欢的一只股","images":[{"img":"https://static.tigerbbs.com/b33f51202d09fecde4590147f1846e3c","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382614850","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":380076086,"gmtCreate":1612497956845,"gmtModify":1703762730100,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>庄家呢，好意思说自己是庄家么，短视频第一股啊，就虚了么，往上拉啊！","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>庄家呢，好意思说自己是庄家么，短视频第一股啊，就虚了么，往上拉啊！","text":"$快手-W(01024)$庄家呢，好意思说自己是庄家么，短视频第一股啊，就虚了么，往上拉啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380076086","isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380065423,"gmtCreate":1612493973362,"gmtModify":1703762677727,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>还以为你能上400","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>还以为你能上400","text":"$快手-W(01024)$还以为你能上400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/380065423","isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311991221,"gmtCreate":1611758930063,"gmtModify":1703753299571,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>加仓了[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;你跌多点，再加","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>加仓了[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;你跌多点，再加","text":"$AMD(AMD)$加仓了[笑哭] [笑哭] [笑哭] 你跌多点，再加","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311991221","isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313276630,"gmtCreate":1611732924320,"gmtModify":1703752717181,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/08083\">$中国有赞(08083)$</a>快手上市影响这么大么","listText":"<a href=\"https://laohu8.com/S/08083\">$中国有赞(08083)$</a>快手上市影响这么大么","text":"$中国有赞(08083)$快手上市影响这么大么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313276630","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337337151,"gmtCreate":1611067260273,"gmtModify":1703747787153,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>你看看拼多多","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>你看看拼多多","text":"$阿里巴巴(BABA)$你看看拼多多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337337151","isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394187518,"gmtCreate":1607960404334,"gmtModify":1703850372869,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>这股真刺激","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>这股真刺激","text":"$Yalla Group(YALA)$这股真刺激","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394187518","isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392359380,"gmtCreate":1607384472940,"gmtModify":1703847500512,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>漂亮","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>漂亮","text":"$哔哩哔哩(BILI)$漂亮","images":[{"img":"https://static.tigerbbs.com/b3f3ec18f6170e9eff17e772e51f0b97","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/392359380","isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":390431373,"gmtCreate":1605833946892,"gmtModify":1703839973298,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>预期翻倍，长线持有","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>预期翻倍，长线持有","text":"$有道(DAO)$预期翻倍，长线持有","images":[{"img":"https://static.tigerbbs.com/fcf2aaffbc2c0b7bea6c3c1a19e80e29","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390431373","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":944298568,"gmtCreate":1597022217754,"gmtModify":1704214042463,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>国家意志也不管用的，多高的估值了，资本不傻。。","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>国家意志也不管用的，多高的估值了，资本不傻。。","text":"$中芯国际(00981)$国家意志也不管用的，多高的估值了，资本不傻。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/944298568","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547104614095693","authorId":"3547104614095693","name":"热心网友小李","avatar":"https://static.tigerbbs.com/c3fbd36e09cf0cf300e7682ebbb9cf4d","crmLevel":1,"crmLevelSwitch":0},"content":"[笑哭]月底必上100，相信钟芯","text":"[笑哭]月底必上100，相信钟芯","html":"[笑哭]月底必上100，相信钟芯"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309553863,"gmtCreate":1602745727652,"gmtModify":1703827697422,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>港怂名副其实，我预计跌320点，你跌了400点，厉害啊[强]&nbsp;[强]&nbsp;","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>港怂名副其实，我预计跌320点，你跌了400点，厉害啊[强]&nbsp;[强]&nbsp;","text":"$恒生指数(HSI)$港怂名副其实，我预计跌320点，你跌了400点，厉害啊[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/309553863","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979677342,"gmtCreate":1598252306886,"gmtModify":1704218048147,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>卖了你买美团是多么正确的选择","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>卖了你买美团是多么正确的选择","text":"$中芯国际(00981)$卖了你买美团是多么正确的选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/979677342","isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540186742714931","authorId":"3540186742714931","name":"云南王志成","avatar":"https://static.tigerbbs.com/6a4b241bc999fb2d33210735a5e581cc","crmLevel":5,"crmLevelSwitch":1},"content":"到头来都是韭菜","text":"到头来都是韭菜","html":"到头来都是韭菜"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957595760,"gmtCreate":1593489946550,"gmtModify":1704202111856,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>清仓了小米，心情都好了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>清仓了小米，心情都好了","text":"$小米集团-W(01810)$清仓了小米，心情都好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957595760","isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303012981,"gmtCreate":1602819473443,"gmtModify":1703828055853,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>跳水来了","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>跳水来了","text":"$恒生指数(HSI)$跳水来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303012981","isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309025811,"gmtCreate":1602504750833,"gmtModify":1703826749611,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>这破股，记住你了。。。","listText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>这破股，记住你了。。。","text":"$虎牙(HUYA)$这破股，记住你了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/309025811","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527851349937213","authorId":"3527851349937213","name":"南师附小三班留级生","avatar":"https://static.tigerbbs.com/aed7e7c7eb190a12128d826189760491","crmLevel":1,"crmLevelSwitch":0},"content":"不要怕，主力在压价吸筹。","text":"不要怕，主力在压价吸筹。","html":"不要怕，主力在压价吸筹。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976342910,"gmtCreate":1599616011830,"gmtModify":1703819050191,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>淡定，基本到底了，明显跌不下去了","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>淡定，基本到底了，明显跌不下去了","text":"$美团点评-W(03690)$淡定，基本到底了，明显跌不下去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/976342910","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498007697492942","authorId":"3498007697492942","name":"股票价格预测员","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"暴跌还在后面","text":"暴跌还在后面","html":"暴跌还在后面"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979629581,"gmtCreate":1598236345543,"gmtModify":1704218000815,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>想跌又不舍得多跌，是多方博弈了么，一个抛一个买。。谁出来分析下形势[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>想跌又不舍得多跌，是多方博弈了么，一个抛一个买。。谁出来分析下形势[笑哭]&nbsp;","text":"$美团点评-W(03690)$想跌又不舍得多跌，是多方博弈了么，一个抛一个买。。谁出来分析下形势[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/979629581","isVote":1,"tweetType":1,"viewCount":2069,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457751801309024","authorId":"3457751801309024","name":"UUV","avatar":"https://static.tigerbbs.com/bc78ccfc8dc4409ade525fc264c3e839","crmLevel":3,"crmLevelSwitch":0},"content":"大摩刚上调评级了啊","text":"大摩刚上调评级了啊","html":"大摩刚上调评级了啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301795659,"gmtCreate":1603760869171,"gmtModify":1703830582889,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>有意思，同样的套路要来第二次？[惊讶]&nbsp;[惊讶]&nbsp;","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>有意思，同样的套路要来第二次？[惊讶]&nbsp;[惊讶]&nbsp;","text":"$美团点评-W(03690)$有意思，同样的套路要来第二次？[惊讶] [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/301795659","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521131132868992","authorId":"3521131132868992","name":"一心想学好经济学的年轻人","avatar":"https://static.tigerbbs.com/6c4a599c60656899f961466213fa6b6d","crmLevel":2,"crmLevelSwitch":0},"content":"什么套路？","text":"什么套路？","html":"什么套路？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309533965,"gmtCreate":1602725613757,"gmtModify":1703827630197,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>按照港股怂的特点，美股跌160点，港股要跌200点","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>按照港股怂的特点，美股跌160点，港股要跌200点","text":"$恒生指数(HSI)$按照港股怂的特点，美股跌160点，港股要跌200点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309533965","isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974524700,"gmtCreate":1601255221800,"gmtModify":1703823729364,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>别涨，看你怎么跌","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>别涨，看你怎么跌","text":"$美团点评-W(03690)$别涨，看你怎么跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/974524700","isVote":1,"tweetType":1,"viewCount":1935,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551181125255869","authorId":"3551181125255869","name":"Will616","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"让你失望了","text":"让你失望了","html":"让你失望了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978420968,"gmtCreate":1599441840654,"gmtModify":1703818461515,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>知道会跌，没想到跌这么多[捂脸]&nbsp;[捂脸]&nbsp;厉害了，要不要抄底","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>知道会跌，没想到跌这么多[捂脸]&nbsp;[捂脸]&nbsp;厉害了，要不要抄底","text":"$中芯国际(00981)$知道会跌，没想到跌这么多[捂脸] [捂脸] 厉害了，要不要抄底","images":[{"img":"https://static.tigerbbs.com/8deaf7e4523843cb856b2efe9a8943c9","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/978420968","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548809634515201","authorId":"3548809634515201","name":"维可的鱼","avatar":"https://static.tigerbbs.com/1f5792bd195df3bc43ea74db59253f5a","crmLevel":2,"crmLevelSwitch":0},"content":"这种想法是很危险的，这种国家重视的上市公司，股票坚持到最后都没什么好结果。比如A股的中国石油，三六零","text":"这种想法是很危险的，这种国家重视的上市公司，股票坚持到最后都没什么好结果。比如A股的中国石油，三六零","html":"这种想法是很危险的，这种国家重视的上市公司，股票坚持到最后都没什么好结果。比如A股的中国石油，三六零"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":380065423,"gmtCreate":1612493973362,"gmtModify":1703762677727,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>还以为你能上400","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>还以为你能上400","text":"$快手-W(01024)$还以为你能上400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/380065423","isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308340052,"gmtCreate":1603877547076,"gmtModify":1703831068209,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>套路说来就来，明天刺激的来了，拭目以待，就是空你","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>套路说来就来，明天刺激的来了，拭目以待，就是空你","text":"$美团点评-W(03690)$套路说来就来，明天刺激的来了，拭目以待，就是空你","images":[{"img":"https://static.tigerbbs.com/590be3a6cd539b96821b149b03b50573","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/308340052","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":309588875,"gmtCreate":1602732666397,"gmtModify":1703827660356,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>莫慌，这才哪到哪，大环境真要回调的话，跌的不止这点","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>莫慌，这才哪到哪，大环境真要回调的话，跌的不止这点","text":"$美团点评-W(03690)$莫慌，这才哪到哪，大环境真要回调的话，跌的不止这点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/309588875","isVote":1,"tweetType":1,"viewCount":1373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486454288876409","authorId":"3486454288876409","name":"苏苏25","avatar":"https://static.tigerbbs.com/dd1a2011e8325874a5108d5de420c7dd","crmLevel":2,"crmLevelSwitch":0},"content":"确定不用慌[流泪]","text":"确定不用慌[流泪]","html":"确定不用慌[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300364138,"gmtCreate":1602035111424,"gmtModify":1703825666344,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>跌跌跌。。","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>跌跌跌。。","text":"$恒生指数(HSI)$跌跌跌。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300364138","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977758464,"gmtCreate":1601890031858,"gmtModify":1703825303373,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>港股的走势，跟A股越来越像了，行情不好，挨个板块拉，这个板块拉完了，就换一个板块[笑哭]&nbsp;[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>港股的走势，跟A股越来越像了，行情不好，挨个板块拉，这个板块拉完了，就换一个板块[笑哭]&nbsp;[笑哭]&nbsp;","text":"$恒生指数(HSI)$港股的走势，跟A股越来越像了，行情不好，挨个板块拉，这个板块拉完了，就换一个板块[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977758464","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977704793,"gmtCreate":1601809161112,"gmtModify":1703825213244,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>知道港股什么脾气了，怂啊。","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>知道港股什么脾气了，怂啊。","text":"$恒生指数(HSI)$知道港股什么脾气了，怂啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977704793","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977395805,"gmtCreate":1601434708707,"gmtModify":1703824302930,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>机构也是沉不住气啊","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a>机构也是沉不住气啊","text":"$美团点评-W(03690)$机构也是沉不住气啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/977395805","isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551181125255869","authorId":"3551181125255869","name":"Will616","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"有利好消息","text":"有利好消息","html":"有利好消息"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971577237,"gmtCreate":1599014634329,"gmtModify":1704221051369,"author":{"id":"3485478007035143","authorId":"3485478007035143","name":"超超boy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米不是美团，一直往上拉不现实。。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米不是美团，一直往上拉不现实。。","text":"$小米集团-W(01810)$小米不是美团，一直往上拉不现实。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/971577237","isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491351767963877","authorId":"3491351767963877","name":"加仓梅措","avatar":"https://static.tigerbbs.com/17df0db3f940d5ec0f45008e1174451d","crmLevel":2,"crmLevelSwitch":0},"content":"美团也不现实","text":"美团也不现实","html":"美团也不现实"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}