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信小呆
2019-07-04
$小米集团-W(01810)$ 下周解禁会不会再跌一波
信小呆
2019-06-25
$锦欣生殖(01951)$ 快拉一把就上去了
信小呆
2019-07-31
$瑞幸咖啡(LK)$
坚持。
信小呆
2019-05-21
$小米集团-W(01810)$ 为啥会跌?
信小呆
2019-06-27
$中烟香港(06055)$ 下午就要起飞
信小呆
2019-07-11
$中集车辆(01839)$
买不了
信小呆
2019-05-23
$瑞幸咖啡(LK)$ 跑了
信小呆
2019-08-23
$中烟香港(06055)$
财报大家怎么看?今天卖盘居多呀
信小呆
2019-07-27
$万达体育(WSG)$
这是什么鬼
信小呆
2019-05-29
$方达控股(01521)$ 没发布中签?
信小呆
2019-05-29
$申万宏源(06806)$ 没有流出资金,基本都是机构持股,怎么都不涨
信小呆
2020-01-27
$Beyond Meat, Inc.(BYND)$
这庄是真牛
信小呆
2019-09-24
$小米集团-W(01810)$
一个美团=两个小米。气不气人
信小呆
2019-07-16
$万达体育(WSG)$
这股市值大概是多少?有知道的吗?
信小呆
2019-08-15
$老虎证券(TIGR)$
哈哈老虎厉害了,跌幅最小今天晚上。
信小呆
2019-05-31
$Beyond Meat Inc.(BYND)$ 有空票了大家上啊
信小呆
2019-05-30
$Beyond Meat Inc.(BYND)$ 没空票啊
信小呆
2020-08-14
$贝壳(BEKE)$
千万不要轻易空这种庄股
信小呆
2019-09-04
$中烟香港(06055)$
法国兴业又来了,快上车
信小呆
2019-08-20
$Sea Ltd(SE)$
散户疯了?
去老虎APP查看更多动态
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mlText":"数据不对啊,特斯拉四月份卖了6万多辆啊","listText":"数据不对啊,特斯拉四月份卖了6万多辆啊","text":"数据不对啊,特斯拉四月份卖了6万多辆啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308375578689848","repostId":"2436297576","repostType":4,"repost":{"id":"2436297576","kind":"news","pubTimestamp":1716006753,"share":"https://www.laohu8.com/m/news/2436297576?lang=&edition=full","pubTime":"2024-05-18 12:32","market":"hk","language":"zh","title":"4月特斯拉和比亚迪:差距拉大","url":"https://stock-news.laohu8.com/highlight/detail?id=2436297576","media":"芝能汽车","summary":"今年确实是能看到特斯拉在中国开始掉队了。","content":"<html><head></head><body><blockquote><p>今年确实是能看到特斯拉在中国开始掉队了。</p></blockquote><p>作者:陶烟烟</p><p><strong>4月<a href=\"https://laohu8.com/S/002594\">比亚迪</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的纯电动销量分别为12万和3.2万台,这个差距拉开确实是有点大。</strong></p><p>2024年,我们应该能看到特斯拉会在中国的销量出现负增长,这确实是一个非常可能的情况。</p><p><strong>2024年1-4月:</strong></p><p><strong>● 特斯拉纯电销量</strong>为16.4万台,同比下降7.3%;</p><p><strong>● 比亚迪累计的纯电销量</strong>38.24万台,同比上涨31%。、</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff2d357409d45982c62e5fbcf36e327d\" title=\"\" tg-width=\"999\" tg-height=\"559\"/></p><h2 id=\"id_2498246302\">特斯拉的销量</h2><p><strong>● Model 3,</strong>1-4月累计销量为3.72万台,同比下降33.6%。</p><p><strong>◎ </strong>1月:1.0万台;</p><p><strong>◎ </strong>2月:0.8万台;</p><p><strong>◎ </strong>3月:1.4万台;</p><p><strong>◎ </strong>4月:0.5万台。</p><p><strong>● Model Y:</strong>1-4月累计销量为12.8万台,同比增长4.8%。</p><p><strong>◎ </strong>1月:3.0万台;</p><p><strong>◎ </strong>2月:2.4万台;</p><p><strong>◎ </strong>3月:4.7万台;</p><p><strong>◎ </strong>4月:2.7万台。</p><p><strong>● 目前特斯拉月度同比增长率分别为:</strong></p><p><strong>◎ </strong>1月:48.8%;</p><p><strong>◎ </strong>2月:-8.4%;</p><p><strong>◎ </strong>3月:-19.4%;</p><p><strong>◎ </strong>4月:-21.5%。</p><p>这数字是越来越不好看了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a64948d59e780d3e0a1074fb90e6dbd6\" title=\"\" tg-width=\"985\" tg-height=\"580\"/></p><h2 id=\"id_4223946624\">比亚迪的销量</h2><p><strong>● 纯电动的销量: </strong></p><p><strong>◎ </strong>海鸥l:4月销量2.76万辆,累计销量9.29万辆;</p><p><strong>◎ </strong>元PLUS:4月销量2.33万辆,累计销量6.92万辆;</p><p><strong>◎ </strong>秦PLUS:4月销量1.79万辆,累计销量5.23万辆;</p><p><strong>◎ </strong>海豚:4月销量1.00万辆,累计销量4.83万辆;</p><p><strong>◎ </strong>宋 Plus:4月销量1.02万辆,累计销量3.18万辆;</p><p><strong>◎ </strong>汉EV:4月销量0.86万辆,累计销量2.36万辆;</p><p><strong>◎ </strong>宋L:4月销量0.38万辆,累计销量1.99万辆;</p><p><strong>◎ </strong>秦:4月销量0.38万辆,累计销量1.15万辆;</p><p><strong>◎ </strong>元UP:4月销量0.85万辆,累计销量0.98万辆;</p><p><strong>◎ </strong>其他:4月销量0.59万辆,累计销量2.33万辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f73f58804c99b4527afdfc2066729ec0\" title=\"\" tg-width=\"1024\" tg-height=\"544\"/></p><p><strong>● 插电混动的销量:</strong></p><p>比亚迪的销售车型,主要是围绕秦、宋(Plus+Pro)和F5等几款车型展开的。</p><p><strong>◎ </strong>宋Plus:4月销量2.04万辆,累计销量7.75万辆;</p><p><strong>◎ </strong>秦Plus:4月销量2.77万辆,累计销量10.05万辆;</p><p><strong>◎ </strong>唐DM-i:4月销量1.02万辆,累计销量3.30万辆;</p><p><strong>◎ </strong>汉DM-i:4月销量0.93万辆,累计销量2.87万辆;</p><p><strong>◎</strong>宋Pro:4月销量2.17万辆,累计销量7.77万辆;</p><p><strong>◎ </strong>F5:4月销量2.03万辆,累计销量5.25万辆;</p><p><strong>◎</strong>海豹:4月销量0.51万辆,累计销量1.68万辆;</p><p><strong>◎ </strong>其他:4月销量0.15万辆,累计销量0.55万辆。</p><h2 id=\"id_501189861\">小结</h2><p><strong>今年确实是能看到特斯拉在中国开始掉队了。</strong></p></body></html>","source":"lsy1705037200992","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>4月特斯拉和比亚迪:差距拉大</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\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\">\n4月特斯拉和比亚迪:差距拉大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-18 12:32 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MjM5MzM5MDY1MQ==&mid=2658288784&idx=2&sn=0d43f219821a4721d94e92c48cc10194&chksm=bd112dc48a66a4d290e22e83f6c878a1b3b8d963315babc6f8d3810627ccbefc9997ddf8fce3&mpshare=1&scene=23&srcid=0518D7KODGIeWHy0RFEV1S8F&sharer_shareinfo=9e0d09ef9e8d72a56288a70a962529d0&sharer_shareinfo_first=b0ac425698eeeafcd8c985a52b8c1c0e#rd><strong>芝能汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年确实是能看到特斯拉在中国开始掉队了。作者:陶烟烟4月比亚迪和特斯拉的纯电动销量分别为12万和3.2万台,这个差距拉开确实是有点大。2024年,我们应该能看到特斯拉会在中国的销量出现负增长,这确实是一个非常可能的情况。2024年1-4月:● 特斯拉纯电销量为16.4万台,同比下降7.3%;● 比亚迪累计的纯电销量38.24万台,同比上涨31%。、特斯拉的销量● Model 3,1-4月累计销量为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MzM5MDY1MQ==&mid=2658288784&idx=2&sn=0d43f219821a4721d94e92c48cc10194&chksm=bd112dc48a66a4d290e22e83f6c878a1b3b8d963315babc6f8d3810627ccbefc9997ddf8fce3&mpshare=1&scene=23&srcid=0518D7KODGIeWHy0RFEV1S8F&sharer_shareinfo=9e0d09ef9e8d72a56288a70a962529d0&sharer_shareinfo_first=b0ac425698eeeafcd8c985a52b8c1c0e#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e51308dd8e2d3ab8828c3f43c37a888b","relate_stocks":{"TSLA":"特斯拉","01211":"比亚迪股份"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MzM5MDY1MQ==&mid=2658288784&idx=2&sn=0d43f219821a4721d94e92c48cc10194&chksm=bd112dc48a66a4d290e22e83f6c878a1b3b8d963315babc6f8d3810627ccbefc9997ddf8fce3&mpshare=1&scene=23&srcid=0518D7KODGIeWHy0RFEV1S8F&sharer_shareinfo=9e0d09ef9e8d72a56288a70a962529d0&sharer_shareinfo_first=b0ac425698eeeafcd8c985a52b8c1c0e#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436297576","content_text":"今年确实是能看到特斯拉在中国开始掉队了。作者:陶烟烟4月比亚迪和特斯拉的纯电动销量分别为12万和3.2万台,这个差距拉开确实是有点大。2024年,我们应该能看到特斯拉会在中国的销量出现负增长,这确实是一个非常可能的情况。2024年1-4月:● 特斯拉纯电销量为16.4万台,同比下降7.3%;● 比亚迪累计的纯电销量38.24万台,同比上涨31%。、特斯拉的销量● Model 3,1-4月累计销量为3.72万台,同比下降33.6%。◎ 1月:1.0万台;◎ 2月:0.8万台;◎ 3月:1.4万台;◎ 4月:0.5万台。● Model Y:1-4月累计销量为12.8万台,同比增长4.8%。◎ 1月:3.0万台;◎ 2月:2.4万台;◎ 3月:4.7万台;◎ 4月:2.7万台。● 目前特斯拉月度同比增长率分别为:◎ 1月:48.8%;◎ 2月:-8.4%;◎ 3月:-19.4%;◎ 4月:-21.5%。这数字是越来越不好看了。比亚迪的销量● 纯电动的销量: ◎ 海鸥l:4月销量2.76万辆,累计销量9.29万辆;◎ 元PLUS:4月销量2.33万辆,累计销量6.92万辆;◎ 秦PLUS:4月销量1.79万辆,累计销量5.23万辆;◎ 海豚:4月销量1.00万辆,累计销量4.83万辆;◎ 宋 Plus:4月销量1.02万辆,累计销量3.18万辆;◎ 汉EV:4月销量0.86万辆,累计销量2.36万辆;◎ 宋L:4月销量0.38万辆,累计销量1.99万辆;◎ 秦:4月销量0.38万辆,累计销量1.15万辆;◎ 元UP:4月销量0.85万辆,累计销量0.98万辆;◎ 其他:4月销量0.59万辆,累计销量2.33万辆。● 插电混动的销量:比亚迪的销售车型,主要是围绕秦、宋(Plus+Pro)和F5等几款车型展开的。◎ 宋Plus:4月销量2.04万辆,累计销量7.75万辆;◎ 秦Plus:4月销量2.77万辆,累计销量10.05万辆;◎ 唐DM-i:4月销量1.02万辆,累计销量3.30万辆;◎ 汉DM-i:4月销量0.93万辆,累计销量2.87万辆;◎宋Pro:4月销量2.17万辆,累计销量7.77万辆;◎ F5:4月销量2.03万辆,累计销量5.25万辆;◎海豹:4月销量0.51万辆,累计销量1.68万辆;◎ 其他:4月销量0.15万辆,累计销量0.55万辆。小结今年确实是能看到特斯拉在中国开始掉队了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223856670789704,"gmtCreate":1695624515782,"gmtModify":1695624517197,"author":{"id":"3494452330031741","authorId":"3494452330031741","name":"信小呆","avatar":"https://static.tigerbbs.com/ba0807889a7ad51a4e8abb2c2c1d5680","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494452330031741","authorIdStr":"3494452330031741"},"themes":[],"htmlText":"看看特斯拉的订单","listText":"看看特斯拉的订单","text":"看看特斯拉的订单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/223856670789704","repostId":"1175953455","repostType":4,"repost":{"id":"1175953455","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1695438985,"share":"https://www.laohu8.com/m/news/1175953455?lang=&edition=full","pubTime":"2023-09-23 11:16","market":"us","language":"zh","title":"小鹏汽车:2024款G9上市后,72小时大定破8000","url":"https://stock-news.laohu8.com/highlight/detail?id=1175953455","media":"老虎资讯综合","summary":"9月23日,据小鹏汽车官方微博,2024款小鹏G9上市后,72小时大定破8000。","content":"<html><head></head><body><p>9月23日,据小鹏汽车官方微博,2024款小鹏G9上市后,72小时大定破8000。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd71ae0aa92e441d35d01e880beea15e\" title=\"\" tg-width=\"1529\" tg-height=\"3311\"/></p><p></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>小鹏汽车:2024款G9上市后,72小时大定破8000</title>\n<style 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11:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月23日,据小鹏汽车官方微博,2024款小鹏G9上市后,72小时大定破8000。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd71ae0aa92e441d35d01e880beea15e\" title=\"\" tg-width=\"1529\" 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北京时间6月25日午间消息,据路透IFR,每日优鲜计划将美国IPO定价在价格区间低端。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392526401,"gmtCreate":1607488362403,"gmtModify":1703848198661,"author":{"id":"3494452330031741","authorId":"3494452330031741","name":"信小呆","avatar":"https://static.tigerbbs.com/ba0807889a7ad51a4e8abb2c2c1d5680","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494452330031741","authorIdStr":"3494452330031741"},"themes":[],"htmlText":"13月?","listText":"13月?","text":"13月?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392526401","repostId":"2090079417","repostType":2,"repost":{"id":"2090079417","kind":"news","pubTimestamp":1607394144,"share":"https://www.laohu8.com/m/news/2090079417?lang=&edition=full","pubTime":"2020-12-08 10:22","market":"sh","language":"zh","title":"C3.ai(NYSE:AI) 计划于13月9日登录纽交所 最高募资6.77亿美金","url":"https://stock-news.laohu8.com/highlight/detail?id=2090079417","media":"腾讯自选股","summary":"C3.ai 计划于13月9日登录纽交所 最高募资6.77亿美金 来源:银柿财经据最新招股书,C3.ai,Inc.计划于13月9日登录纽交所,发行价36.00美元至38.00美元,发行1550万股,最高募资6.77亿美元。据悉,微软和科赫工业公司的子公司Spring Creek Capital已与该公司达成协议,以IPO价格对其进行总计1.5亿美元的私募配售。C3.ai公司,创立于2009年,总部位于美国加州Redwood City,是一家领先的企业AI软件提供商。包括其软件应用程序都可以部署在Azure,Amazon Web Services或AWS,IBM Cloud,Google Cloud Platform上。","content":"<html><body><p>原标题:C3.ai(NYSE:AI) 计划于13月9日登录纽交所 最高募资6.77亿美金 来源:银柿财经</p><p>据最新招股书,C3.ai,Inc.计划于13月9日登录纽交所,发行价36.00美元至38.00美元,发行1550万股,最高募资6.77亿美元。</p><p>据悉,<a href=\"https://laohu8.com/S/MSFT\">微软</a>和科赫工业公司的子公司Spring Creek Capital已与该公司达成协议,以IPO价格对其进行总计1.5亿美元的私募配售。</p><p>C3.ai公司,创立于2009年,总部位于美国加州Redwood City,是一家领先的企业AI软件提供商。包括其软件应用程序都可以部署在Azure,Amazon Web Services或AWS,<a href=\"https://laohu8.com/S/IBM\">IBM</a> Cloud,Google Cloud Platform上。</p></body></html>","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>C3.ai(NYSE:AI) 计划于13月9日登录纽交所 最高募资6.77亿美金</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; 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计划于13月9日登录纽交所 最高募资6.77亿美金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-08 10:22 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-12-08/doc-iiznctke5438211.shtml><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:C3.ai(NYSE:AI) 计划于13月9日登录纽交所 最高募资6.77亿美金 来源:银柿财经据最新招股书,C3.ai,Inc.计划于13月9日登录纽交所,发行价36.00美元至38.00美元,发行1550万股,最高募资6.77亿美元。据悉,微软和科赫工业公司的子公司Spring Creek Capital已与该公司达成协议,以IPO价格对其进行总计1.5亿美元的私募配售。C3.ai公司...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-12-08/doc-iiznctke5438211.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8484c32aa045a32d4ca87a47aef4e825","relate_stocks":{"AI":"C3.ai, Inc."},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-12-08/doc-iiznctke5438211.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2090079417","content_text":"原标题:C3.ai(NYSE:AI) 计划于13月9日登录纽交所 最高募资6.77亿美金 来源:银柿财经据最新招股书,C3.ai,Inc.计划于13月9日登录纽交所,发行价36.00美元至38.00美元,发行1550万股,最高募资6.77亿美元。据悉,微软和科赫工业公司的子公司Spring Creek Capital已与该公司达成协议,以IPO价格对其进行总计1.5亿美元的私募配售。C3.ai公司,创立于2009年,总部位于美国加州Redwood City,是一家领先的企业AI软件提供商。包括其软件应用程序都可以部署在Azure,Amazon Web Services或AWS,IBM Cloud,Google Cloud Platform上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391959583,"gmtCreate":1606473111042,"gmtModify":1703843245023,"author":{"id":"3494452330031741","authorId":"3494452330031741","name":"信小呆","avatar":"https://static.tigerbbs.com/ba0807889a7ad51a4e8abb2c2c1d5680","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494452330031741","authorIdStr":"3494452330031741"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>为什么这里还有这么多空票?","listText":"<a 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08:30","market":"us","language":"zh","title":"快手“倒向”京东,全新的电商世界要来了吗","url":"https://stock-news.laohu8.com/highlight/detail?id=1132244247","media":"全天候科技","summary":"京东、快手深度联姻,打破了此前电商三巨头都从快手跳转获客的平衡状态。电商世界仍旧风云变幻,格局再次被改写。5月27日,快手与京东零售集团正式签署战略合作协议。双方将在快手小店的供应链能力打造、品牌营销","content":"<p><a href=\"https://laohu8.com/S/JD\">京东</a>、快手深度联姻,打破了此前电商三巨头都从快手跳转获客的平衡状态。</p><p>电商世界仍旧风云变幻,格局再次被改写。</p><p>5月27日,快手与京东零售集团正式签署战略合作协议。双方将在快手小店的供应链能力打造、品牌营销和数据能力共建等方面展开深入合作,共同打造短视频直播电商新生态。</p><p><img src=\"https://static.tigerbbs.com/661c907f7de6b106ad0ed599193ae525\" tg-width=\"1080\" tg-height=\"720\"></p><p><span><i>京东零售集团CEO徐雷(后排左)、快手创始人兼CEO宿华(后排右)共同见证签约。京东集团副总裁、京东零售集团市场营销部负责人邵京平(前排左)与快手电商高级副总裁余双(前排右)代表双方签约。</i></span></p><p>从用户视角来看,双方此次合作带来的最直观改变是,京东零售优势品类商品将进驻快手小店,快手用户可以直接在主播的快手小店进行京东自营商品的下单购买、物流查询、售后服务等一系列操作,无需再次跳转到京东App。</p><p>据悉,这一合作将于今年6月的“京东618”和“快手616品质购物节”期间落地;6月16日-18日期间,部分快手达人直播带货的商品将来自京东自营。</p><p>在官方正式宣布合作的前一天,相关消息已经不胫而走,并引发大量关注,京东股价也因此大涨。截至5月26日收盘,京东美股股价日内涨幅达5.41%,报52.6美元,逼近历史最高点,市值升破770亿美元。这意味着市场投资者对双方合作的喜闻乐见。</p><p>不过,5月27日美股开盘后,京东股价开始下跌,随后跌幅收窄,截至当日收盘日内跌幅0.84%,报52.16美元。</p><p><img src=\"https://static.tigerbbs.com/abb51402936cd6eaef5502101e531178\" tg-width=\"1080\" tg-height=\"877\"></p><p>2018年底-2019年,快手小店先后接入了淘宝、天猫、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和京东,要给平台用户购物时提供多平台选择。</p><p>目前,快手称,其与阿里、拼多多的合作仍在进行。但快手此次与京东深度联姻,一定程度上打破了之前的平衡。</p><p>京东“握紧”快手,打破了一个“旧世界”——使得阿里、拼多多迎来新战局;但他们能否开创一个电商“<a href=\"https://laohu8.com/S/600628\">新世界</a>”,还要看执行效果。</p><p><b>1、快手电商“向上走”</b></p><p>实际上,快手此前与淘宝、天猫、拼多多、京东的合作,几方各有所需、也各怀心思。</p><p>由于上述已经落地的合作多数需要跳转到电商App才可完成交易,快手免不得有所顾忌。据<a href=\"https://laohu8.com/S/KRKR\">36氪</a>报道,一位接近快手和拼多多合作的消息人士称,由于用户高度重合,快手很担心用户去了拼多多不回来。</p><p>快手与京东此次“长期合作”、“无需跳转”的情况,在业内尚属首例。京东给出的“无需跳转”这一条件,显然能够降低快手对于用户流失的顾虑。</p><p>同时,对于想要“向上走”的快手电商而言,京东的供应链也是其主要考量因素之一。<span>有分析人士称,此前与拼多多、淘宝均有过打通的快手需要减少对上述渠道的供应链依赖,而京东以3C、数码为主,其客群与快手的用户重合率相对较低,双方都能找到新的增长点。</span></p><p>供应链作为京东的强项之一,或可更好地帮助快手解决直播带货普遍存在的商品质量不可控、物流发货不及时、售后服务不到位等问题。</p><p>据悉,快手用户将可以在快手小店直接购买京东自营商品,并能享受京东优质的配送、售后等服务;京东零售也会将优势品类商品提供给快手小店,共建商品池,由快手主播选品销售。</p><p>快手官方表态,之所以和京东合作,是因为快手用户对于品牌和高品质商品有极大消费需求,且快手电商正在从源头好物基础上向品牌扩张边界。</p><p>近来,快手频频对外界披露其与品牌商家合作,直播带货的成绩——5月10日,快手与格力联合举行的<a href=\"https://laohu8.com/S/000651\">格力电器</a>专场直播活动中,3小时成交额突破3.1亿元,平均客单价超3000元;在快手电商今年推出的超级品牌日活动中,前7场成交额达到6.2亿,吸引了<a href=\"https://laohu8.com/S/02331\">李宁</a>、美特斯邦威、阿迪达斯、完美日记、<a href=\"https://laohu8.com/S/PG\">宝洁</a>等品牌加入。</p><p><img src=\"https://static.tigerbbs.com/593408bab56a16aa1ebbd2206d2be510\" tg-width=\"800\" tg-height=\"1544\"></p><p><span><i>快手格力专场直播战报</i></span></p><p>此外,在共建品牌营销力上,快手会进行主播直播及短视频营销推广,京东零售则提供联合营销及履约能力,从而提升双方品牌核心竞争力。双方还将基于京东零售对购物行为数据以及快手对短视频、直播、直播电商行为数据的理解,共同探索精准营销能力共建。</p><p><b>2、京东借力“下沉”</b></p><p>“与快手合作,京东将在新兴市场用户触达和直播电商新场景上获得增益。”</p><p>对于为何选择搭档快手,京东方面直言,零售行业面临消费需求、消费场景越来越多元化的机会和挑战,而“快手的优势在于用户体量以及直播电商新场景”。</p><p>公开资料显示,截至目前快手已经拥有超过3亿日活,且作为一个走“农村包围城市”路线的短视频平台,其用户多集中在三、四线城市。</p><p>根据QuestMobile去年5月发布的下沉市场报告,在中国全互联网应用中,快手以7185万的成绩位列下沉市场MAU(月活用户)增速第二名。这一庞大的用户群,显然能够为京东在下沉市场的战役中增添粮草。</p><p><img src=\"https://static.tigerbbs.com/937e1d042adb489e002cd49b5a633415\" tg-width=\"831\" tg-height=\"514\"></p><p><span><i>图片来源:QuestMobile</i></span></p><p>2019年以来,快手开始反向一、二线城市发力渗透。根据快手去年9月发布的2019内容生态报告,平台一二线城市日活用户数超过6000万,南方日活用户数超过8000万,比2018年翻了一倍。</p><p>从用户结构上看,这个依靠下沉市场走出来的巨头,无疑能够与京东形成良好的互补,帮助后者在五环外人群中打开局面。</p><p>不仅如此,快手在老铁经济的带动下,已经打开了自己的电商局面。</p><p>在今年5月6日举行的快手电商生态服务商启动大会上,快手电商相关负责人透露,快手电商日活已经突破1亿;同时,逾100万快手账户具有潜在的经营行为。</p><p>另据36氪报道,2019年快手电商交易额约为350亿元,这还不包括不可监测的交易数据(即主播将用户导向自己的微信,通过个人微信完成交易的部分);2020年,快手电商业务GMV目标为2500亿元。</p><p>3亿日活、2500亿GMV的概念是什么呢?可以参考一组数据:2019年淘宝直播累计用户达4亿,全年GMV突破2000亿。这就相当于,快手电商计划在今年成为另一个“淘宝直播”。</p><p>眼看着直播带货成为香饽饽,嗅到机会的京东选择与快手深度绑定也就不足为奇了。特别是开出的“无需跳转”优惠条件,进一步彰显了京东深入下沉市场的决心。</p><p>在今年初举行的2019年京东零售表彰大会上,京东零售集团CEO徐雷就明确表示,2020年京东零售的主基调是“有质量的加速增长”。他还提出,“未来三年,将在下沉新兴市场再造一个京东零售!”</p><p>为了实现这一目标,京东采取了线上线下同步走策略,线上依托京东主站和京喜业务,线下运营近300家京东电脑数码专卖店、超过1.2万家京东家电专卖店及100多万家京东掌柜宝合作门店,同时结合京东物流的“千县万镇24小时达”计划,以及京东数科的金融服务,全面拓展下沉新兴市场。</p><p>随着与快手合作升级,京东可以加速完成对下沉市场的布局,特别是在新兴市场用户触达和直播电商新场景上将获得增益。</p><p><b>3、电商三巨头竞争再添变数</b></p><p>在APEC电子商务工商联盟专家、对外经贸大学教授王健分析看来,电商找短视频平台合作,前者为流量,后者为变现,这场你来我往的交易会在短时间内取得很好的效果。</p><p>“但这只能是对电商平台中心经营的一种补充,或许不适合长久合作。双方合作越久,产生的难点、困惑就越多,最终会呈现’分裂’状态。”王健说。</p><p>也有分析认为,从人、货、场的角度来看,此次合作,京东给快手强化了“货”(大品牌货)的环节,快手给京东强化了“人”(新消费市场)和“场”(直播电商)的环节,双方优势互补,强强联合。</p><p>无论这场联姻最终结果如何,一个明显的趋势是,电商行业维持已久的双雄争霸格局已被打破,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、京东和拼多多之间的“三国杀”正在激烈上演。更有消息称,基于下沉市场起家的拼多多已经接力京东,成为阿里巴巴头号竞争对手。</p><p>据晚点LatePost报道,2018年双十一前后,阿里巴巴内部实际上已将拼多多列为头号对手,优先级超过美团和京东。</p><p>该媒体还援引一位对阿里巴巴、拼多多都非常熟悉的互联网人士说法称:“今天阿里很清楚已经无法从用户侧遏制拼多多了”,阿里巴巴对拼多多的战术也“从阻止拼多多前进,到延缓它前进的速度”。</p><p>为此,阿里重启了聚划算,在下沉市场大做文章。去年双十二前夕,聚划算上线“百亿补贴”活动,不仅登上淘宝App核心展示区的“六宫格”区域,还在春节期间开启了声势浩大的补贴活动,总规模达20亿元。</p><p>今年3月,阿里巴巴上线了淘宝特价版,定位是“消费分级”下的产物,首页轮播推广的几乎是价格在7.8元、8.8元的包邮产品,针对性不可谓不强。</p><p>在阿里和拼多多激战正酣时,京东也在积蓄能量、全力“向下走”。去年10月,京东上线聚焦下沉市场消费人群的App——京喜,试图通过高性价比商品和多元的社交玩法,与京东主站实现“人”、“货”、“场”的差异化互补;同年双11,京东还祭出了“超级百亿补贴千亿优惠”活动。</p><p>特别是在疫情期间,京东受益于自建物流,加速老用户回流,还通过社交电商芬香吸引新用户访问,截至2020年3月31日的12个月,年活跃用户增速达24.8%,创两年来新高。</p><p>对比三家刚刚发布的季报,业绩表现各有所长,整体呈现“前浪稳、后浪猛”的特征,稍有不慎局势也可能发生逆转。</p><p>在营收方面,由于京东商业模式与另外两家不同,2020年一季度,其在营收方面继续领先于阿里(1143亿元)和拼多多(65亿元),以1462亿元排名第一;由于拼多多目前体量较小,其营收同比增速达到43.9%,远超阿里和京东。</p><p>在活跃用户数上,拼多多对阿里的威胁更加明显,通过下沉市场的低价策略和一二线城市的百亿补贴双管齐下,截至3月底,拼多多年度活跃用户数已达6.28亿,与阿里(7.26亿)的差距缩小至不足1亿。同期,京东年度活跃用户数仅为3.87亿。</p><p><img src=\"https://static.tigerbbs.com/23f2d67c8b8e493032944015b576d0a8\" tg-width=\"1080\" tg-height=\"620\"></p><p><span><i>图片来源:资本侦探</i></span></p><p>今年一季度,阿里国内零售年活买家数增长了1500万,也明显低于同期京东的2500万与拼多多的4300万。</p><p>但在利润方面,“老大哥”阿里仍然保持明显优势。在非通过会计准则下,2020年一季度,阿里归属于普通股股东的净利润分别为251亿元,遥遥领先京东(29.7亿元);而拼多多(-31.7亿元)则处于亏损状态。</p><p>特别是在GMV上,阿里拥有绝对领先优势。久未公布这一数字的阿里在最新一季财报中强调,其年度(截至3月底的近12个月)GMV突破万亿美元大关,实现了自己5年前许下的承诺。</p><p>相较而言,拼多多在截至3月底的12个月里GMV约为1634亿美元;京东虽未公布一季度GMV,但其2019年GMV约为2996亿美元。就截至3月底的近12个月GMV同比增速来看,拼多多GMV同比增速高达108%,阿里则只有23.15%。</p><p>三巨头之外,一些新的玩家也杀入了这个赛道。借着直播这股东风,以快手、B站、抖音为代表的视频平台来势凶猛;而在“私域流量”概念推崇下,微盟、有赞、<a href=\"https://laohu8.com/S/YJ\">云集</a>等社交电商也重换生机;就连本地生活、生鲜、跨境、母婴等垂类电商也在摩拳擦掌……</p><p>一个全新的电商世界正在到来。就像拼多多创始人、董事长兼CEO黄峥描述的那般——过去世界的某些维度在被重构,一些规则也在被改写,这股席卷全球的力量将从根本上永久地改变我们所生存的世界。</p>","source":"qthkj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n快手“倒向”京东,全新的电商世界要来了吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-28 08:30 北京时间 <a href=https://mp.weixin.qq.com/s/Y1Hq55BBB8gU0bt_r6pgfg><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东、快手深度联姻,打破了此前电商三巨头都从快手跳转获客的平衡状态。电商世界仍旧风云变幻,格局再次被改写。5月27日,快手与京东零售集团正式签署战略合作协议。双方将在快手小店的供应链能力打造、品牌营销和数据能力共建等方面展开深入合作,共同打造短视频直播电商新生态。京东零售集团CEO徐雷(后排左)、快手创始人兼CEO宿华(后排右)共同见证签约。京东集团副总裁、京东零售集团市场营销部负责人邵京平(前排...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Y1Hq55BBB8gU0bt_r6pgfg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d3acda19ae3d302ce26f4faa2a89aa16","relate_stocks":{"01024":"快手-W","JD":"京东"},"source_url":"https://mp.weixin.qq.com/s/Y1Hq55BBB8gU0bt_r6pgfg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132244247","content_text":"京东、快手深度联姻,打破了此前电商三巨头都从快手跳转获客的平衡状态。电商世界仍旧风云变幻,格局再次被改写。5月27日,快手与京东零售集团正式签署战略合作协议。双方将在快手小店的供应链能力打造、品牌营销和数据能力共建等方面展开深入合作,共同打造短视频直播电商新生态。京东零售集团CEO徐雷(后排左)、快手创始人兼CEO宿华(后排右)共同见证签约。京东集团副总裁、京东零售集团市场营销部负责人邵京平(前排左)与快手电商高级副总裁余双(前排右)代表双方签约。从用户视角来看,双方此次合作带来的最直观改变是,京东零售优势品类商品将进驻快手小店,快手用户可以直接在主播的快手小店进行京东自营商品的下单购买、物流查询、售后服务等一系列操作,无需再次跳转到京东App。据悉,这一合作将于今年6月的“京东618”和“快手616品质购物节”期间落地;6月16日-18日期间,部分快手达人直播带货的商品将来自京东自营。在官方正式宣布合作的前一天,相关消息已经不胫而走,并引发大量关注,京东股价也因此大涨。截至5月26日收盘,京东美股股价日内涨幅达5.41%,报52.6美元,逼近历史最高点,市值升破770亿美元。这意味着市场投资者对双方合作的喜闻乐见。不过,5月27日美股开盘后,京东股价开始下跌,随后跌幅收窄,截至当日收盘日内跌幅0.84%,报52.16美元。2018年底-2019年,快手小店先后接入了淘宝、天猫、拼多多和京东,要给平台用户购物时提供多平台选择。目前,快手称,其与阿里、拼多多的合作仍在进行。但快手此次与京东深度联姻,一定程度上打破了之前的平衡。京东“握紧”快手,打破了一个“旧世界”——使得阿里、拼多多迎来新战局;但他们能否开创一个电商“新世界”,还要看执行效果。1、快手电商“向上走”实际上,快手此前与淘宝、天猫、拼多多、京东的合作,几方各有所需、也各怀心思。由于上述已经落地的合作多数需要跳转到电商App才可完成交易,快手免不得有所顾忌。据36氪报道,一位接近快手和拼多多合作的消息人士称,由于用户高度重合,快手很担心用户去了拼多多不回来。快手与京东此次“长期合作”、“无需跳转”的情况,在业内尚属首例。京东给出的“无需跳转”这一条件,显然能够降低快手对于用户流失的顾虑。同时,对于想要“向上走”的快手电商而言,京东的供应链也是其主要考量因素之一。有分析人士称,此前与拼多多、淘宝均有过打通的快手需要减少对上述渠道的供应链依赖,而京东以3C、数码为主,其客群与快手的用户重合率相对较低,双方都能找到新的增长点。供应链作为京东的强项之一,或可更好地帮助快手解决直播带货普遍存在的商品质量不可控、物流发货不及时、售后服务不到位等问题。据悉,快手用户将可以在快手小店直接购买京东自营商品,并能享受京东优质的配送、售后等服务;京东零售也会将优势品类商品提供给快手小店,共建商品池,由快手主播选品销售。快手官方表态,之所以和京东合作,是因为快手用户对于品牌和高品质商品有极大消费需求,且快手电商正在从源头好物基础上向品牌扩张边界。近来,快手频频对外界披露其与品牌商家合作,直播带货的成绩——5月10日,快手与格力联合举行的格力电器专场直播活动中,3小时成交额突破3.1亿元,平均客单价超3000元;在快手电商今年推出的超级品牌日活动中,前7场成交额达到6.2亿,吸引了李宁、美特斯邦威、阿迪达斯、完美日记、宝洁等品牌加入。快手格力专场直播战报此外,在共建品牌营销力上,快手会进行主播直播及短视频营销推广,京东零售则提供联合营销及履约能力,从而提升双方品牌核心竞争力。双方还将基于京东零售对购物行为数据以及快手对短视频、直播、直播电商行为数据的理解,共同探索精准营销能力共建。2、京东借力“下沉”“与快手合作,京东将在新兴市场用户触达和直播电商新场景上获得增益。”对于为何选择搭档快手,京东方面直言,零售行业面临消费需求、消费场景越来越多元化的机会和挑战,而“快手的优势在于用户体量以及直播电商新场景”。公开资料显示,截至目前快手已经拥有超过3亿日活,且作为一个走“农村包围城市”路线的短视频平台,其用户多集中在三、四线城市。根据QuestMobile去年5月发布的下沉市场报告,在中国全互联网应用中,快手以7185万的成绩位列下沉市场MAU(月活用户)增速第二名。这一庞大的用户群,显然能够为京东在下沉市场的战役中增添粮草。图片来源:QuestMobile2019年以来,快手开始反向一、二线城市发力渗透。根据快手去年9月发布的2019内容生态报告,平台一二线城市日活用户数超过6000万,南方日活用户数超过8000万,比2018年翻了一倍。从用户结构上看,这个依靠下沉市场走出来的巨头,无疑能够与京东形成良好的互补,帮助后者在五环外人群中打开局面。不仅如此,快手在老铁经济的带动下,已经打开了自己的电商局面。在今年5月6日举行的快手电商生态服务商启动大会上,快手电商相关负责人透露,快手电商日活已经突破1亿;同时,逾100万快手账户具有潜在的经营行为。另据36氪报道,2019年快手电商交易额约为350亿元,这还不包括不可监测的交易数据(即主播将用户导向自己的微信,通过个人微信完成交易的部分);2020年,快手电商业务GMV目标为2500亿元。3亿日活、2500亿GMV的概念是什么呢?可以参考一组数据:2019年淘宝直播累计用户达4亿,全年GMV突破2000亿。这就相当于,快手电商计划在今年成为另一个“淘宝直播”。眼看着直播带货成为香饽饽,嗅到机会的京东选择与快手深度绑定也就不足为奇了。特别是开出的“无需跳转”优惠条件,进一步彰显了京东深入下沉市场的决心。在今年初举行的2019年京东零售表彰大会上,京东零售集团CEO徐雷就明确表示,2020年京东零售的主基调是“有质量的加速增长”。他还提出,“未来三年,将在下沉新兴市场再造一个京东零售!”为了实现这一目标,京东采取了线上线下同步走策略,线上依托京东主站和京喜业务,线下运营近300家京东电脑数码专卖店、超过1.2万家京东家电专卖店及100多万家京东掌柜宝合作门店,同时结合京东物流的“千县万镇24小时达”计划,以及京东数科的金融服务,全面拓展下沉新兴市场。随着与快手合作升级,京东可以加速完成对下沉市场的布局,特别是在新兴市场用户触达和直播电商新场景上将获得增益。3、电商三巨头竞争再添变数在APEC电子商务工商联盟专家、对外经贸大学教授王健分析看来,电商找短视频平台合作,前者为流量,后者为变现,这场你来我往的交易会在短时间内取得很好的效果。“但这只能是对电商平台中心经营的一种补充,或许不适合长久合作。双方合作越久,产生的难点、困惑就越多,最终会呈现’分裂’状态。”王健说。也有分析认为,从人、货、场的角度来看,此次合作,京东给快手强化了“货”(大品牌货)的环节,快手给京东强化了“人”(新消费市场)和“场”(直播电商)的环节,双方优势互补,强强联合。无论这场联姻最终结果如何,一个明显的趋势是,电商行业维持已久的双雄争霸格局已被打破,阿里巴巴、京东和拼多多之间的“三国杀”正在激烈上演。更有消息称,基于下沉市场起家的拼多多已经接力京东,成为阿里巴巴头号竞争对手。据晚点LatePost报道,2018年双十一前后,阿里巴巴内部实际上已将拼多多列为头号对手,优先级超过美团和京东。该媒体还援引一位对阿里巴巴、拼多多都非常熟悉的互联网人士说法称:“今天阿里很清楚已经无法从用户侧遏制拼多多了”,阿里巴巴对拼多多的战术也“从阻止拼多多前进,到延缓它前进的速度”。为此,阿里重启了聚划算,在下沉市场大做文章。去年双十二前夕,聚划算上线“百亿补贴”活动,不仅登上淘宝App核心展示区的“六宫格”区域,还在春节期间开启了声势浩大的补贴活动,总规模达20亿元。今年3月,阿里巴巴上线了淘宝特价版,定位是“消费分级”下的产物,首页轮播推广的几乎是价格在7.8元、8.8元的包邮产品,针对性不可谓不强。在阿里和拼多多激战正酣时,京东也在积蓄能量、全力“向下走”。去年10月,京东上线聚焦下沉市场消费人群的App——京喜,试图通过高性价比商品和多元的社交玩法,与京东主站实现“人”、“货”、“场”的差异化互补;同年双11,京东还祭出了“超级百亿补贴千亿优惠”活动。特别是在疫情期间,京东受益于自建物流,加速老用户回流,还通过社交电商芬香吸引新用户访问,截至2020年3月31日的12个月,年活跃用户增速达24.8%,创两年来新高。对比三家刚刚发布的季报,业绩表现各有所长,整体呈现“前浪稳、后浪猛”的特征,稍有不慎局势也可能发生逆转。在营收方面,由于京东商业模式与另外两家不同,2020年一季度,其在营收方面继续领先于阿里(1143亿元)和拼多多(65亿元),以1462亿元排名第一;由于拼多多目前体量较小,其营收同比增速达到43.9%,远超阿里和京东。在活跃用户数上,拼多多对阿里的威胁更加明显,通过下沉市场的低价策略和一二线城市的百亿补贴双管齐下,截至3月底,拼多多年度活跃用户数已达6.28亿,与阿里(7.26亿)的差距缩小至不足1亿。同期,京东年度活跃用户数仅为3.87亿。图片来源:资本侦探今年一季度,阿里国内零售年活买家数增长了1500万,也明显低于同期京东的2500万与拼多多的4300万。但在利润方面,“老大哥”阿里仍然保持明显优势。在非通过会计准则下,2020年一季度,阿里归属于普通股股东的净利润分别为251亿元,遥遥领先京东(29.7亿元);而拼多多(-31.7亿元)则处于亏损状态。特别是在GMV上,阿里拥有绝对领先优势。久未公布这一数字的阿里在最新一季财报中强调,其年度(截至3月底的近12个月)GMV突破万亿美元大关,实现了自己5年前许下的承诺。相较而言,拼多多在截至3月底的12个月里GMV约为1634亿美元;京东虽未公布一季度GMV,但其2019年GMV约为2996亿美元。就截至3月底的近12个月GMV同比增速来看,拼多多GMV同比增速高达108%,阿里则只有23.15%。三巨头之外,一些新的玩家也杀入了这个赛道。借着直播这股东风,以快手、B站、抖音为代表的视频平台来势凶猛;而在“私域流量”概念推崇下,微盟、有赞、云集等社交电商也重换生机;就连本地生活、生鲜、跨境、母婴等垂类电商也在摩拳擦掌……一个全新的电商世界正在到来。就像拼多多创始人、董事长兼CEO黄峥描述的那般——过去世界的某些维度在被重构,一些规则也在被改写,这股席卷全球的力量将从根本上永久地改变我们所生存的世界。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950928634,"gmtCreate":1589206891028,"gmtModify":1704179501625,"author":{"id":"3494452330031741","authorId":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50空它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/918109134","isVote":1,"tweetType":1,"viewCount":5627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913785510,"gmtCreate":1577808550530,"gmtModify":1704336456465,"author":{"id":"3494452330031741","authorId":"3494452330031741","name":"信小呆","avatar":"https://static.tigerbbs.com/ba0807889a7ad51a4e8abb2c2c1d5680","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494452330031741","authorIdStr":"3494452330031741"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 空军还好吗?要坚持啊","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 空军还好吗?要坚持啊","text":"$瑞幸咖啡(LK)$ 空军还好吗?要坚持啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913785510","isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":919101010,"gmtCreate":1576512161830,"gmtModify":1704271897253,"author":{"id":"3494452330031741","authorId":"3494452330031741","name":"信小呆","avatar":"https://static.tigerbbs.com/ba0807889a7ad51a4e8abb2c2c1d5680","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494452330031741","authorIdStr":"3494452330031741"},"themes":[],"htmlText":"踩低友商真的很low,好不好不用你来说。","listText":"踩低友商真的很low,好不好不用你来说。","text":"踩低友商真的很low,好不好不用你来说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/919101010","repostId":"1169021795","repostType":2,"repost":{"id":"1169021795","kind":"news","pubTimestamp":1574735269,"share":"https://www.laohu8.com/m/news/1169021795?lang=&edition=full","pubTime":"2019-11-26 10:27","market":"sh","language":"zh","title":"网友在社交平台投诉:富途证券被指发生无法交易情况","url":"https://stock-news.laohu8.com/highlight/detail?id=1169021795","media":"新浪财经","summary":"新浪财经讯 11月26日消息,今日微博用户反馈, 今日早上9点30至10点,富途牛牛发生无法交易的业务场景。据了解,深圳市富途网络科技有限公司成立于2007年,是腾讯战略投资,纳斯达克上市公司富途控股","content":"<p>新浪财经讯 11月26日消息,今日微博用户反馈, 今日早上9点30至10点,富途牛牛发生无法交易的业务场景。</p><p><img src=\"https://static.tigerbbs.com/0344e751a702837d0ff9840d16d066b6\" /><img src=\"https://static.tigerbbs.com/3a5f7d7d63fd666898efe67a14d622f0\" /><img src=\"https://static.tigerbbs.com/cdcace3b850b7526ea6625ee6a059f5f\" /></p><p><span>据了解,深圳市富途网络科技有限公司成立于2007年,是腾讯战略投资,纳斯达克上市公司富途控股(NASDAQ: FUTU)旗下子公司,主要从事互联网科技类产品的研发。</span></p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=\"https://finance.sina.com.cn/stock/t/2019-11-26/doc-iihnzahi3396082.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bde7ae9d5c597eb01bbb4658f0573654","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/t/2019-11-26/doc-iihnzahi3396082.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"1169021795","content_text":"新浪财经讯 11月26日消息,今日微博用户反馈, 今日早上9点30至10点,富途牛牛发生无法交易的业务场景。据了解,深圳市富途网络科技有限公司成立于2007年,是腾讯战略投资,纳斯达克上市公司富途控股(NASDAQ: FUTU)旗下子公司,主要从事互联网科技类产品的研发。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":910106070,"gmtCreate":1575641587190,"gmtModify":1704729844498,"author":{"id":"3494452330031741","authorId":"3494452330031741","name":"信小呆","avatar":"https://static.tigerbbs.com/ba0807889a7ad51a4e8abb2c2c1d5680","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494452330031741","authorIdStr":"3494452330031741"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> 盘前愣是搞成了盘中","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> 盘前愣是搞成了盘中","text":"$Alibaba(BABA)$ 盘前愣是搞成了盘中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/910106070","isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937763419,"gmtCreate":1575384010431,"gmtModify":1704729390430,"author":{"id":"3494452330031741","authorId":"3494452330031741","name":"信小呆","avatar":"https://static.tigerbbs.com/ba0807889a7ad51a4e8abb2c2c1d5680","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494452330031741","authorIdStr":"3494452330031741"},"themes":[],"htmlText":"什么意思呢","listText":"什么意思呢","text":"什么意思呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937763419","repostId":"1988579159","repostType":2,"repost":{"id":"1988579159","kind":"news","pubTimestamp":1575383438,"share":"https://www.laohu8.com/m/news/1988579159?lang=&edition=full","pubTime":"2019-12-03 22:30","market":"us","language":"zh","title":"阿里巴巴超配7500万股 将于12月6日上市交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1988579159","media":"资本邦","summary":"12月3日,资本邦讯,阿里巴巴-SW(09988.HK)公告称,联席代表(代表国际包销商)已于2019年12月3日悉数行使超额配股权,涉及合共7500万股股份,占全球发售初步可供认购发售股份的15%(","content":"<html><body><article><p>12月3日,资本邦讯,<strong><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a></strong>(09988.HK)公告称,联席代表(代表国际包销商)已于2019年12月3日悉数行使超额配股权,涉及合共7500万股股份,占全球发售初步可供认购发售股份的15%(于行使任何超额配股权前)。</p><p>根据瑞信与PCIP I订立的借股协议,瑞信已从PCIP I借入7500万股股份,以补足国际发售的超额分配。超额配发股份将用于促使向PCIP I悉数退还7500万股借入股份。</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将按每股176.00港元(不包括1.0%经纪佣金、0.0027%香港证监会交易征费及0.005%联交所交易费)即国际发售价配发及发行超额配发股份。</p><p>联交所上市委员会已批准超额配发股份上市及买卖。预期超额配发股份将于2019年12月6日上午九时正开始在联交所主板上市及买卖。</p><p><strong>图片来源:</strong>东方IC</p><p><strong>风险提示</strong><strong>:</strong>资本邦呈现的所有信息仅作为投资参考,不构成投资建议,一切投资操作信息不能作为投资依据。投资有风险,入市需谨慎!</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴超配7500万股 将于12月6日上市交易</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; 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}\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阿里巴巴超配7500万股 将于12月6日上市交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-03 22:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20191203223042c5310676&s=b><strong>资本邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月3日,资本邦讯,阿里巴巴-SW(09988.HK)公告称,联席代表(代表国际包销商)已于2019年12月3日悉数行使超额配股权,涉及合共7500万股股份,占全球发售初步可供认购发售股份的15%(于行使任何超额配股权前)。根据瑞信与PCIP I订立的借股协议,瑞信已从PCIP I借入7500万股股份,以补足国际发售的超额分配。超额配发股份将用于促使向PCIP I悉数退还7500万股借入股份。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20191203223042c5310676&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2983fe6cedcdbad074bb89556ca1b665","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20191203223042c5310676&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"1988579159","content_text":"12月3日,资本邦讯,阿里巴巴-SW(09988.HK)公告称,联席代表(代表国际包销商)已于2019年12月3日悉数行使超额配股权,涉及合共7500万股股份,占全球发售初步可供认购发售股份的15%(于行使任何超额配股权前)。根据瑞信与PCIP I订立的借股协议,瑞信已从PCIP I借入7500万股股份,以补足国际发售的超额分配。超额配发股份将用于促使向PCIP 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